Closeout checklist: Chiller System Upgrade, Center for Behavioral Medicine (Missouri FMDC, MO)

“A. The Contractor shall submit to the Designer, within ten (10) working days following the Notice to Proceed, a Progress Schedule including Schedule of Values showing the rate of progress the Contractor agrees to maintain and the order in which he proposed to carry out the various phases of Work. No payments shall be made to the Contractor until the Progress Schedule has been approved by the Owner. 1. The Schedule ...”

“A. The Contractor shall submit all required manufacturer's operating instructions, maintenance/service manuals, and warranties in accordance with the General Conditions, Article 3.5, and Supplementary Conditions along with this and other Sections of the Contract Documents.”

“C. If any worker has a tuberculin skin test which has positive results, the worker shall be refused access to the Facility until the worker produces a certificate from a physician licensed to practice in the State of Missouri that the worker does not have infectious tuberculosis.”

“A. Members Appointed by Contractor(s): 1. Commissioning Coordinator: A person or entity employed by Contractor to manage, schedule, and coordinate commissioning. 2. Project superintendent and other employees that Contractor may deem appropriate for a particular portion of the commissioning. 3. Subcontractors, installers, suppliers, and specialists that Contractor may deem appropriate for a particular portion of the ...”

“B. Members Appointed by Owner: 1. Commissioning authority, plus consultants that Commissioning Authority may deem appropriate for a particular portion of the commissioning. 2. Owner representative(s), facility operations and maintenance personnel, plus other employees, separate contractors, and consultants that Owner may deem appropriate for a particular portion of the commissioning. 3. Architect/Engineer, plus ...”

“A. Organize and lead the commissioning team.”

“B. Coordinate with Contractor and Designer to provide commissioning plan.”

“C. Convene commissioning team meetings.”

“D. Verify the execution of commissioning process activities for 100% of the HVAC controls and equipment. When a commissioning activity does not meet the requirements, the CxA will report the failure in the Issues Log.”

“E. Prepare and maintain the Issues Log. Provide Issues log to the General Contractor on a weekly basis.”

“F. Prepare and maintain completed construction checklist log.”

“G. Witness systems, assemblies, equipment, and component start-up.”

“H. Compile test data, inspection reports, and certificates; include them in the commissioning process report. Chiller System Upgrade SECTION 019113, PAGE 4”

“A. Comply with requirements in Section 013300 "Submittals" for submittal procedures general requirements for commissioning.”

“B. Commissioning Plan Information: 1. List of Contractor-appointed commissioning team members to include specific personnel and subcontractors to the performance of the various commissioning requirements. 2. Schedule of commissioning activities, integrated with the construction schedule. Comply with requirements in Section 013200.10 "Schedules - CPM" for construction schedule requirements.”

“A. Operation and Maintenance Data: For proprietary test equipment, instrumentation, and tools to include in operation and maintenance manuals.”

“B. Equipment startup reports.”

“C. TAB Reports: Systems shall be balanced and reports submitted at the end of each phase. Systems shall be re-balanced and final report submitted after all phases are complete and systems are fully installed.”

“A. Commissioning work of Divisions 23, 25, and 26 shall include, but not be limited to: 1. Testing and start-up of the equipment. 2. Completion of pre-functional/startup checklists. 3. Testing, adjusting and balancing of air and water systems. 4. Cooperation with the CA. 5. Providing qualified personnel for participation in commissioning tests, including seasonal testing required. 6. Completion of Contractor ...”

“B. The work included in the commissioning process involves a complete and thorough evaluation of the operation and performance of all components, systems, and sub-systems. The following equipment and systems shall be included: 1. Chilled Water Plant (Chiller, Pump, VFDs, Specialties, etc.) 2. Heating Hot Water Plant (Boilers, Pumps, VFDs, Specialties, Propane Backup etc.) 3. Building Automation System”

“C. Quality Control: Construction checklists, including tests, are quality-control tools designed to improve the functional quality of Project. Test demonstrations evaluate the effectiveness of Contractor's quality-control process.”

“D. Pre-functional/startup checklists are comprised of a full range of checks and tests to determine that all components, equipment, systems, and interfaces between systems operate in accordance with contract documents. These checks and tests are completed by the Division 23, 25, and 26 sub-contractors and documented using pre-functional/startup checklists. Chiller System Upgrade SECTION 019113, PAGE 7”

“E. Owner's witness will be present to witness commissioning work requiring the signature of an owner's witness, including, but not limited to, test demonstrations. Owner's project manager will coordinate attendance by Owner's witness with Contractor's published commissioning schedule.”

“F. Performance of Test Demonstration: 1. Notify Owner's witness at least three working days in advance of each test demonstration. 2. Provide full access to Owner's witness to directly observe the performance of all aspects of system response during the test demonstration. 3. False load test requirements are specified in related sections. a. Where false load testing is specified, provide temporary equipment, power, ...”

“G. Commissioning Compliance Issues: 1. Test results that are not within the range of acceptable results are commissioning compliance issues. 2. If a test demonstration fails, determine the cause of failure. Direct timely resolution of issue and then repeat the demonstration. 3. Test Results: If a test demonstration fails to meet the acceptance criteria, perform the following: a. Determine the cause of the failure. ...”

“A. Commissioning Authority will schedule and conduct commissioning meetings. Comply with requirements in Section 013100 "Coordination".”

“A. Project Record Documents: Accurately record actual locations of capped and active utilities and subsurface construction.”

“C. Material Test Reports: For the following, from a qualified testing agency: 1. Steel Reinforcement: a. For reinforcement to be welded, mill test analysis for chemical composition and carbon equivalent of the steel in accordance with ASTM A706/A706M.”

“D. Field quality-control reports. Chiller System Upgrade SECTION 032000, PAGE 2”

“A. Special Inspections: Owner will engage a special inspector to perform field tests and inspections and prepare test reports.”

“B. Design Mixtures: For each concrete mixture, include the following: 1. Mixture identification. 2. Compressive strength at 28 days or other age as specified. 3. Compressive strength required at stages of construction. 4. Durability exposure classes for Exposure Categories F, S, W, and C. 5. Maximum w/cm ratio. 6. Calculated equilibrium and fresh density for lightweight concrete. 7. Slump or slump flow limit. 8. ...”

“C. Material test reports.”

“E. Preconstruction test reports.”

“F. Field quality-control reports.”

“A. Manufacturer's Warranty: Manufacturer agrees to furnish replacement sheet vapor retarder/termite barrier material and accessories for sheet vapor retarder/ termite barrier and accessories that do not comply with requirements or that fail to resist penetration by termites within specified warranty period. 1. Warranty Period: 10 years from date of Substantial Completion.”

“A. Special Inspections: Owner will engage a special inspector to perform field tests and inspections and prepare testing and inspection reports.”

“B. Mill test reports for structural-steel materials, including chemical and physical properties.”

“C. Field quality-control reports.”

“A. See Section 01 7800 - Closeout Submittals, for additional warranty requirements.”

“B. Correct defective work within a five year period after Date of Substantial Completion.”

“C. Warranty: Include coverage for installed sealants and accessories which fail to achieve airtight seal, exhibit loss of adhesion or cohesion, or do not cure.”

“D. Maintenance Data: Indicate lubrication requirements and frequency and periodic adjustments required.”

“A. Manufacturer Warranty: Provide 2-year manufacturer warranty for roller shaft counterbalance assembly. Complete forms in Owner's name and register with manufacturer.”

“B. Test Reports: For stud framing products that do not comply with AISI S220 or ASTM C754, provide independent laboratory reports showing maximum stud heights at required spacings and deflections.”

“F. Maintenance Data: Submit data on cleaning, touch-up, and repair of painted and coated surfaces.”

“G. Maintenance Materials: Furnish the following for Owner's use in maintenance of project. 1. See Section 01 6000 - Product Requirements, for additional provisions. 2. Extra Paint and Coatings: 1 gallon of each color; store where directed. 3. Label each container with color in addition to the manufacturer's label. Chiller System Upgrade SECTION 09 9000, PAGE 2”

“A. Timely and accurate documentation is essential for the commissioning process to be effective. Documentation required as part of the commissioning process shall be as specified in Section 019113, General Commissioning Requirements. Chiller System Upgrade SECTION 230500, PAGE 5”

“A. Operation and Maintenance Data: For meters and gages to include in operation and maintenance manuals. Chiller System Upgrade SECTION 230519, PAGE 2”

“E. Valve Schedules: For each piping system to include in maintenance manuals.”

“D. Take and report testing and balancing measurements in inch-pound (IP) units. Chiller System Upgrade SECTION 230593, PAGE 6”

“B. Material Test Reports: From a qualified testing agency acceptable to authorities having jurisdiction indicating, interpreting, and certifying test results for compliance of insulation Chiller System Upgrade SECTION 230716, PAGE 2 materials, sealers, attachments, cements, and jackets, with requirements indicated. Include dates of tests and test methods employed.”

“C. Field quality-control reports.”

“G. Prepare test and inspection reports.”

“B. Material Test Reports: From a qualified testing agency acceptable to authorities having jurisdiction indicating, interpreting, and certifying test results for compliance of insulation materials, sealers, attachments, cements, and jackets, with requirements indicated. Include dates of tests and test methods employed.”

“C. Field quality-control reports.”

“G. Prepare test and inspection reports.”

“B. Operation and Maintenance Data: For variable frequency drives to include in emergency, operation, and maintenance manuals. In addition, submit the following: 1. Troubleshooting, repair and maintenance manual. 2. Service manuals including inter-board wiring, detailed trouble-shooting procedures, and spare parts list and suppliers. Chiller System Upgrade SECTION 230910, PAGE 2 3. Submit product manuals and ...”

“D. Field quality-control reports.”

“A. All hydronic pumps furnished and installed under this contract, shall be guaranteed against defects in design, materials and workmanship for the full warranty period which is standard with the manufacturer, but in no case less than one (1) year from the date of system acceptance.”

“G. Submit start-up and test report in accordance with Division 23 requirements. Chiller System Upgrade SECTION 230910, PAGE 6”

“A. Provide on-site operation and maintenance training by manufacturer or other agent deemed acceptable by Owner for two identical 2-hour sessions.”

“B. At the sessions, include troubleshooting, repair, and maintenance manuals for six (6) maintenance personnel. This is in addition to copies furnished in the Operation and Maintenance Manuals.”

“E. Field quality-control test reports.”

“F. Operation and Maintenance Data: For air control devices, hydronic specialties, and special-duty valves to include in emergency, operation, and maintenance manuals.”

“A. Operation and Maintenance Data: For air-control devices, hydronic specialties, and special-duty valves to include in emergency, operation, and maintenance manuals.”

“D. Field quality-control reports.”

“A. Operation and Maintenance Data: For each chiller to include in emergency, operation, and maintenance manuals.”

“B. Instructional Videos: Including those that are pre-recorded and those that are recorded during training.”

“A. Engage a factory-authorized service representative to perform startup service. 1. Complete installation and startup checks according to manufacturer's written instructions. 2. Verify that refrigerant charge is sufficient and chiller has been leak tested. 3. Verify that pumps are installed and functional. 4. Verify that thermometers and gauges are installed. 5. Operate chiller for run-in period. 6. Verify that ...”

“B. Inspect field-assembled components, equipment installation, piping, controls and electrical connections for proper assembly, installation, and connection.”

“C. Visually inspect chiller for damage before starting. Repair or replace damaged components, including insulation. Do not start chiller until damage that is detrimental to operation has been corrected.”

“D. Prepare test and inspection startup reports.”

“A. Engage a factory-authorized service representative to train Owner's maintenance personnel to adjust, operate, and maintain chillers. Video record the training sessions and provide electronic copy to Owner. 1. Instructor must be factory trained and certified. 2. Provide not less than eight hours of training. 3. Train personnel in operation and maintenance and to obtain maximum efficiency in plant operation. 4. ...”

“C. Field Test Reports: Include startup service reports.”

“A. Operation and Maintenance Data: For each cooling tower to include in emergency, operation, and maintenance manuals.”

“B. Instructional Videos: Including those that are prerecorded and those that are recorded during training.”

“A. Belts: 1. Furnish one set(s) of matching belts for each unique belt configuration and size furnished.”

“E. Prepare test and inspection reports.”

“A. Engage a factory-authorized service representative to perform startup service.”

“B. Inspect field-assembled components, equipment installation, and piping; controls; and electrical connections for proper assemblies, installations, and connections.”

“C. Obtain performance data from manufacturer. 1. Complete installation and startup checks according to manufacturer's written instructions and perform the following: a. Clean entire unit including basins. b. Verify that accessories are properly installed. Chiller System Upgrade SECTION 236514.14, PAGE 13 c. Verify clearances for airflow and for cooling tower servicing. d. Check for vibration isolation and ...”

“D. Start cooling tower and associated water pumps. Follow manufacturer's written starting procedures.”

“E. Prepare a written startup report that records the results of tests and inspections.”

“A. Engage a factory-authorized service representative to train Owner's maintenance personnel to adjust, operate, and maintain cooling towers. 1. Video record the training sessions. 2. Instructor shall be factory trained and certified. 3. Perform not less than 8 hours of training. 4. Train personnel in operation and maintenance and to obtain maximum efficiency in plant operation. 5. Perform instructional videos ...”

“E. System Description: 1. Full description of BAS system architecture, network configuration, operator interfaces and peripherals, servers, controller types and applications, gateways, routers and other network devices, and power supplies. 2. Complete listing and description of each report, log and trend for format and timing, and events which initiate generation. Chiller System Upgrade SECTION 250000, PAGE 8 3. ...”

“D. Field quality-control reports.”

“A. Operation and Maintenance Data: For BAS system to include in emergency, operation, and maintenance manuals. 1. Include the following: a. Project Record Drawings of as-built versions of submittal Shop Drawings provided in electronic PDF format. b. Testing and commissioning reports and checklists of completed final versions of reports, checklists, and trend logs. c. As-built versions of submittal Product Data. d. ...”

“A. Furnish extra materials and parts that match products installed and that are packaged with protective covering for storage and identified with labels describing contents.”

“B. Include product manufacturers' recommended parts lists for proper product operation over five-year period following warranty period. Parts list shall be indicated for each year.”

“C. Furnish parts, as indicated by manufacturer's recommended parts list, for product operation during one-year period following warranty period.”

“A. Timely and accurate documentation is essential for the commissioning process to be effective. Documentation required as part of the commissioning process shall be as specified in Section 019113, General Commissioning Requirements.”

“A. All control components furnished and installed under this contract, shall be guaranteed against defects in design, materials and workmanship for the full warranty period which is standard with the manufacturer, but in no case less than one (1) year from the date of system acceptance. This will commence from the date of acceptance of the system by ower that shall be no later than ninety (90) days of beneficial ...”

“A. Manufacturer's Field Service: Engage a factory-authorized service representative to inspecttest, and adjust field-assembled components and equipment installation, including connectionsand to assist in field testing. Report results in writing.”

“C. Obtain approval of the plan for each test routine. Furnish documentation and written certification that the system to be tested is designed, fabricated, and installed per the requirements of the specifications, calibrated and ready for testing.”

“A. Provide up to 24 hours of training instruction for a group of up to 8 owner employees over a period of at least 4 days. Training to take place at the jobsite.”

“B. Submit a training course schedule, syllabus and training materials 45 days prior to the start of the training. The training will be provided by qualified instructors to designated personnel in the adjustment, operation and maintenance of the installed system. Operation and Maintenance manual shall be used as primary instructional aid in the training. Training manuals shall be provided to each trainee. Two ...”

“C. The first course shall be taught at least one month prior to performance verification tests. Training shall be classroom, but have hands-on operation of similar controllers. The course to include as a minimum, following topics: 1. Theory of operation. 2. Hardware architecture. 3. Operation of the system. 4. Operator commands. 5. Control sequence programming. 6. Database entry. Chiller System Upgrade SECTION ...”

“D. The second course shall be taught in the field, using the operating equipment. The course shall consist of hands-on training under the constant monitoring of the instructor. The course content shall be duplication of first course as applied to the installed system.”

“E. The third course shall be taught in the field, approximately 6 months after the completion of all testing. The course shall be structured to discuss and answer questions concerning operation of the system.”

“F. Maintenance Personnel Training: The maintenance course shall be taught at the project site, and shall include but not be limited to: 1. Physical layout of each piece of hardware. 2. Troubleshooting and diagnostics procedures. 3. Repair Instructions. 4. Preventive maintenance procedures and schedules e. calibration procedures.”

“G. Refer to Section 017900, Demonstration and Training, for additional requirements.”

“B. Field quality-control reports. Chiller System Upgrade SECTION 260519, PAGE 2”

“D. Prepare test and inspection reports to record the following: 1. Procedures used. 2. Results that comply with requirements. 3. Results that do not comply with requirements, and corrective action taken to achieve compliance with requirements.”

“C. Field quality-control reports.”

“F. Document data for each measurement. Print data for submittals in a summary report that is formatted using Table 10.1 in BICSI TDMM as a guide, or transfer the data from the instrument to the computer, save as text files, print, and submit.”

“H. Prepare test and inspection reports.”

“C. Field quality-control reports.”

“A. Operation and Maintenance Data: For grounding to include in emergency, operation, and maintenance manuals. 1. Include the following: a. Plans showing as-built, dimensioned locations of system described in "Field Quality Control" Article, including the following: 1) Test wells. 2) Ground rods. 3) Ground rings. Chiller System Upgrade SECTION 260526, PAGE 2 4) Grounding arrangements and connections for separately ...”

“C. Field quality-control reports.”

“A. Operation and Maintenance Data: For enclosed switches and circuit breakers to include in emergency, operation, and maintenance manuals. 1. Include the following: a. Manufacturer's written instructions for testing and adjusting enclosed switches and circuit breakers. b. Time-current coordination curves (average melt) for each type and rating of overcurrent protective device; include selectable ranges for each ...”

“A. Furnish extra materials that match products installed and that are packaged with protective covering for storage and identified with labels describing contents. 1. Fuses: Equal to 10 percent of quantity installed for each size and type, but no fewer than three of each size and type. 2. Fuse Pullers: Two for each size and type.”

“A. Manufacturer's Warranty: Manufacturer and Installer agree to repair or replace components that fail in materials or workmanship within specified warranty period. 1. Warranty Period: One year(s) from date of Substantial Completion.”

“H. Prepare test and inspection reports. 1. Test procedures used. 2. Include identification of each enclosed switch and circuit breaker tested and describe test results. 3. List deficiencies detected, remedial action taken, and observations after remedial action.”

“C. Field quality-control reports.”

“D. Field Quality-Control Reports: Collect, assemble, and submit test and inspection reports.”

“A. After installation, protect refrigerant detection and alarm equipment from construction activities. Remove and replace items that are contaminated, defaced, damaged, or otherwise caused to be unfit for use prior to acceptance by Owner.”

“B. Field quality-control reports.”

“A. Operation and Maintenance Data: For fire-alarm systems and components to include in emergency, operation, and maintenance manuals. 1. In addition to items specified in Section 017823 "Operation and Maintenance Data," include the following: a. Comply with the "Records" section of the "Inspection, Testing and Maintenance" chapter in NFPA 72. b. Provide "Fire Alarm and Emergency Communications System Record of ...”

“B. Software and Firmware Operational Documentation: 1. Software operating and upgrade manuals. Chiller System Upgrade SECTION 284621.11, PAGE 4 2. Program Software Backup: On magnetic media or compact disk, complete with data files. 3. Device address list. 4. Printout of software application and graphic screens.”

“A. Furnish extra materials that match products installed and that are packaged with protective covering for storage and identified with labels describing contents. 1. Lamps for Remote Indicating Lamp Units: Quantity equal to 10 percent of amount installed, but no fewer than one unit. 2. Lamps for Strobe Units: Quantity equal to 10 percent of amount installed, but no fewer than one unit. 3. Smoke Detectors, Fire ...”

“E. Prepare test and inspection reports.”

“A. Train Owner's maintenance personnel to adjust, operate, and maintain fire-alarm system.”

“DIVISION OF FACILITIES MANAGEMENT, DESIGN AND CONSTRUCTION FINAL RECEIPT OF PAYMENT AND RELEASE KNOW ALL MEN BY THESE PRESENT THAT: hereinafter called "Subcontractor" who heretofore entered into an agreement with hereinafter called "Contractor", for the performance of work and/or furnishing of material for the construction of the project entitled (PROJECT TITLE, PROJECT LOCATION, AND PROJECT NUMBER) at (ADDRESS OF ...”

“The Contractor shall update a complete set of the construction drawings, shop drawings and schedules of all work monthly by marking changes, and at the completion of their work (prior to submission of request for final payment) note all changes and turn the set over to the Construction Representative.”

“Prior to the final payment, furnish to the Designer three (4) copies of parts catalogs for each piece of equipment furnished by him/her on the project with the components identified by number for replacement ordering.”

“The Contractor shall be allowed to include in the Application and Certification for Payment, one hundred (100%) of the value, subject to retainage, of major equipment and material stored off the site if all of the following conditions are met: 1.”

“The final payment shall not become due until the Contractor delivers to the Construction Representative: a) A complete file of releases, on the standard form included in the contract documents as "Final Receipt of Payment and Release Form", from subcontractors and material suppliers evidencing payment in full for services, equipment and materials, as the case may require, if the Owner approves, or a consent from ...”

“A. General Guaranty 1. Neither the final certificate of payment nor any provision in the contract documents nor partial use or occupancy of the premises by the Owner shall constitute an acceptance of work not done in accordance with contract requirements. 2. The Contractor or surety shall remedy any defects in the work and pay for any damage to property resulting there from which shall appear within a period of one ...”

“B. Extended Warranty Manufacturer's certificates of warranty shall be obtained for all major equipment. Warranty shall be obtained for at least one year. Where a longer period is offered at no additional cost or called for in the specific equipment specifications, the longer period shall govern.”

“A. Immediately after equipment submittals are approved and no later than ten (10) working days prior to the substantial completion inspection, the Contractor shall provide to the Designer three (3) copies of operating instructions and service manuals, containing the following: 1. Start-up and Shut-down Procedures: Provide a step-by-step write up of all major equipment. When manufacturer's printed start-up, trouble ...”

“B. Submission of operating instructions shall be done in the following manner. 1. Manuals shall be in quadruplicate, and all materials shall be bound into volumes of standard 8½" x 11" hard binders. Large drawings too bulky to be folded into 8½" x 11" shall be separately bound or folded and in envelopes, cross referenced and indexed with the manuals. 2. The manuals shall identify project name, project number, and ...”

“A. Substantial Completion. A Project is substantially complete when construction is essentially complete and work items remaining to be completed can be done without interfering with the Owner's ability to use the Project for its intended purpose. 1. Once the Contractor has reached what they believe is Substantial Completion, the Contractor shall notify the Designer and the Construction Representative of the ...”

“C. Final Completion. The Project is finally complete when the Certificate of Substantial Completion has been issued and all work items identified therein as incomplete have been completed, and when all administrative items required by the contract have been completed. Final Completion entitles the Contractor to payment of the outstanding balance of the contract amount including all change orders and retainage. ...”