HomeMy WebLinkAboutSPECIFICATION MANUAL - 20-00180 - BYU-Idaho Benson Fume Hood 02.25.2020 Contractor
Re: Invitation to Propose – 2020 BEN Fume Hood Exhaust System Replacement Project No. – 11883
To Whom It May Concern:
The University would like to enter into a CM/GC with a GMP contract with your company. Please submit a bid on the above-referenced project. The project consists of the following: Demo and replace existing fume hoods along with the supply/exhaust valves and controls with
new hoods, valves, and control system in the Benson Building on the BYU-Idaho Campus.
The contract award will fall under the University’s Master Services Agreement and associated Contractor approval process. Construction may begin on 07.24.2020. Construction will complete no later than 09.05.2020.
You will submit your proposal with your sub-contractor bids online via e-Builder no later than 03.18.2020 at 4:00 PM. A performance bond and a labor and materials payment bond will not be required for this project.
We are looking forward to working with you on another great project.
Sincerely,
Andy Johnson Director, Architecture and Construction Management Services
AJ/nm
Architecture & Construction Management Services • 283 University Operations • Rexburg, ID 83460-8205 • 208-496-2650
Updated 11/19 1 Notice to Bidders
NOTICE TO BIDDERS
SECTION 1 – PROJECT: Project Name: 2020 BEN Fume Hood Exhaust System Replacement Project Number: 11883 SECTION 2 – LOCATION:
BYU-Idaho Main Campus
SECTION 3 – OWNER: BYU-Idaho
SECTION 4 – DESIGNER: Engineering System Solutions
SECTION 5 – STANDARD CONTRACT REQUIREMENTS:
The bidder is directed to the Church of Jesus Christ of Latter-day Saints, Brigham Young University-Idaho General Conditions For A Cost Plus A Fee with GMP (November 2019). This volume is an integral part of the contract documents and is hereby made a part of the contract.
SECTION 6 – TIME OF COMPLETION: Date: 09.05.2020
SECTION 7 – PRECONSTRUCTION SERVICES MEETING: Date: Time: Place:
SECTION 8 – RECEIPT AND OPENING OF BIDS:
Date: 03.18.2020 Time: 4:00 PM Place: e-Builder The Owner reserves the exclusive right to release all publicity relating to the proposals and the project. SECTION 9 – GENERAL CONTRACTORS: General Contractors will be by invitation only and are selected under BYU-Idaho’s Master Services Agreement.
SECTION 10 – DRAWINGS:
Drawings are available through e-Builder.
END OF NOTICE TO BIDDERS
1 Updated 11/19 Instructions to Bidders
INSTRUCTIONS TO BIDDERS
SECTION 1 -- BIDDING BY INVITATION A. Bidding shall be by written invitation only. Those wanting consideration for such invitation shall apply to: Architecture and Construction Management Services BYU-Idaho
283 University Operations Building Rexburg, Idaho 83460-8205
B. The Owner reserves the right to accept or reject any or all bids. SECTION 2 -- CONTRACT DOCUMENTS A. The Contract documents may be obtained by the Contractor from: e-Builder.net B. Subcontractors and suppliers who want to obtain Contract documents (plans and specifications) may do so by contacting the invited Contractor.
SECTION 3 -- CONTRACT METHOD
A. All work specified is to be done under one general contract. Bids will be accepted by the Owner from prime contractors only. SECTION 4 -- INTERPRETATION OF CONTRACT DOCUMENTS A. If any Bidder doubts the true meaning of any of the Contract documents, or finds errors, discrepancies or omissions, he shall request a clarification from the Architect in writing through e-Builder. Any interpretations or corrections will be made only by written addenda duly issued by the Owner through e- Builder. Requests for clarifications must be submitted to the Architect through e-Builder at least five (5) days before bid opening. Unwritten instructions or interpretations will have no validity.
B. Should discrepancies appear in the Contract documents that are not resolved by an addendum, it is expressly understood that the Contractor has used the most expensive method and/or material in its bid. SECTION 5 -- REQUIREMENTS BEFORE SUBMITTING BIDS A. The Contractor shall become thoroughly familiar with the site and structures located there (if any). The Contractor shall thoroughly examine all Contract documents in relation to all conditions that might directly or indirectly affect the contract work. The bid amount shall reflect all such conditions. SECTION 6 -- PREPARING AND SUBMITTING BIDS A. To receive consideration, a bid must be made according to the following instructions:
2 Updated 11/19 Instructions to Bidders
1. Bids shall be prepared on the BYU-Idaho Form of Proposal. All pages including the subcontractor list shall be submitted at the time of bid.
2. Bid Tabulation of Trade Subcontractors shall show the various trade bids in a manner that facilitates easy comparison and determination of the low bidder, with notations explaining post- bid adjustments and rejections. No standard format is provided. 3. Signatures shall be by those authorized to execute the Contract, or by those given authority. 4. The Contractors legal name, business address and telephone number shall be stated.
5. All bids will be submitted and received through e-Builder®. No exceptions. 6. It is the Bidder's sole responsibility to see that the bid is received at the proper time. e-Builder will not accept late bids.
7. Bidders shall accept proposals from only those subcontractors who are approved by the Owner. Contractor will not be required to contract with any Subcontractor against whom it has a reasonable objection. It will be assumed that the question of bonding subcontractors, where considered desirable or necessary by the Contractor, including the cost of such bonds, has been resolved before bids have been submitted. 8. Contractor must demonstrate that their Subcontractor procurement process is done in good-faith, competitively bid between multiple Subcontractor trades for each subcontract. If the Contractor or Owner deems it necessary to sole source a Subcontract, written justification must be submitted with said proposal and must receive Owner approval prior to entering into a Subcontractual relationship. 9. In order for the proposal to be considered valid, two or more Contractors bidding as a "joint
venture" must have the written approval of the Owner before submitting a bid. All members of a joint venture shall sign the bid and an official representative of the joint venture shall be designated in the proposal.
10. The term "Guaranteed Maximum Price (GMP)" shall be understood to include all work contained in the Contract, excluding any alternates or substitutes. The Owner shall have the right to accept alternates in any order or combination.
11. Substitutes or alternates accepted by the Owner may be included in the Contract or added by Change Order. 12. Contractor shall submit all project documentation and correspondence using the Owner’s Project Management Software, e-Builder®, including, but not limited to; RFI’s, change orders, potential change orders, payment applications, inspection requests, logs, minutes, submittals; or any and all documentation as directed by Owner.
SECTION 7 -- APPROVAL OF SUBCONTRACTORS A. The Owner will examine the list of subcontractors submitted with the bids. The Owner reserves the right to accept or reject any subcontract proposal. SECTION 8 -- FACTORS AFFECTING AWARD OR REJECTION OF BID
A. The Owner reserves the right to reject any or all bids, or to waive any irregularities or informalities in bids received. The Owner reserves the right to accept the bid that will, in the Owner's opinion, best serve the interests of the Owner regardless of whether such bid is the lowest.
SECTION 9 -- PRIOR APPROVALS AND SUBSTITUTIONS A. Several acceptable brands of equipment, manufactured articles or methods of construction may have been identified in the Contract. It is not intended to close the Contract against other brands, articles, or methods that may warrant consideration. However, unspecified materials must have prior approval by the Owner to be considered.
3 Updated 11/19 Instructions to Bidders
B. Prior Approvals: Requests for approval of unspecified materials must be made to the Architect. The requests for prior approval shall be considered by the Architect if time permits and if properly documented. The Architect is not bound to consider these items despite their apparent validity.
C. Fully detailed technical data, references and other information shall be furnished simultaneously with the requests for prior approval items. D. Such requests shall be reviewed by the Architect and the Owner. If accepted, the approved requests will be included in an addendum.
E. The Contractor's "GMP" shall include the furnishing of only those items that are explicitly specified, or which have received prior approval by addendum.
F. Substitutions: Any equipment or material supplier and any contractor or subcontractor may, at his option, submit a substitute price and product for any item specified which he feels warrants consideration by the
Owner. This proposed substitution is to be listed where indicated on the bid form and shall include the amount by which the GMP would be increased or decreased. G. The Owner may accept or reject any substitute proposed. H. If requested, the Contractor shall furnish information or data concerning the substitute. The Owner may request the Contractor at his own expense to have the substitute tested by an approved testing laboratory.
SECTION 10 -- FORM OF CONTRACT A. A copy of the form of the Contract the successful Bidder will be required to execute is included in this
specification. SECTION 11 -- ADDENDA A. All addenda issued before bid opening shall be included in the bid and shall be a part of the Contract. SECTION 12 -- REQUIREMENTS IMMEDIATELY AFTER SIGNING THE CONTRACT A. Immediately after signing the Contract, the Contractor shall furnish the following to the Owner: 1. Executed performance, labor and material payment bonds, each in an amount equal to 100 percent of the contract sum as specified in the General Conditions. 2. Insurance certificates as specified in the General Conditions. 3. Submit a Schedule of Value (SOV) process within e-Builder to serve as a basis for making monthly payments to the Contractor.
4. A project schedule as to how he intends to construct the project. This must be, in the opinion of the Owner, a realistic method of analyzing and scheduling each component of the work. It must show when all trades or crafts start and finish their work. This schedule must be reviewed at least
monthly and updated as required. A critical path method of scheduling is preferred. If the Contractor cannot produce and maintain such a schedule, this service must be obtained from an outside consultant. The schedule must be approved by the Owner's Representative before the
Contractor submits the first payment request.
4 Updated 11/19 Instructions to Bidders
B. The Contractor shall issue subcontracts as mutually agreed between the Owner and the Contractor. A complete list of subcontractors and major suppliers including names, addresses and telephone numbers is required within fourteen (14) days of the Owner’s subcontractor review. SECTION 13 -- DISQUALIFICATION
If the above requirements are not satisfied, the bid may be disqualified at the discretion of the Owner.
END OF INSTRUCTIONS TO BIDDER
Updated 11/19 Form of Proposal
BYU-Idaho FORM OF PROPOSAL
NAME OF PROJECT 2020 BEN Fume Hood Exhaust System Replacement
PROJECT NUMBER 11883
NAME OF CONTRACTOR
DATE OF PROPOSAL
The undersigned, hereinafter referred to as the Bidder, certifies that the following facts and/or circumstances have occurred or exist relating to the proposed work for the 2020 BEN Fume Hood Exhaust System Replacement project prepared by Engineering System Solutions.
l. That Bidder has received the contract documents for the above-entitled project.
2. That Bidder has received The Church of Jesus Christ of Latter-Day Saints BYU-Idaho Standard Contract Requirements, revised February 2018. 3. That Bidder is familiar with such documents, has examined the site of the proposed work, including availability of access, utilities, and other similar items relating to performance of
the work and is thoroughly familiar with all general and local conditions which could in any way affect this work.
4. That no verbal agreements or representations with or by any officer, agent, or employee of the Owner exist or have been made to the Bidder and the Bidder in submitting this proposal is in no way relying thereon. 5. That if this proposal is accepted, Bidder will enter into a contract with the Owner in substantially the form contained in the contract documents, and will provide the bonds, insurance coverage and all other items required by the contract documents. 6. The term "Guaranteed Maximum Price (GMP)" shall be understood to include all work contained in the contract documents excluding any substitutes or alternates. The Owner will have the right to accept Alternates in any order or combination. Bidder hereby proposes to furnish all materials, labor, equipment, plant, tools, transportation, services, licenses and permits necessary for the completion of all the work set forth in the contract documents for
the sum of: GMP $
Unit Price(s): NONE
Allowance(s): NONE
Updated 11/19 Form of Proposal
Alternate(s): NONE AS FURTHER CONDITIONS OF THIS PROPOSAL:
l. The Bidder agrees to complete the work on or before 09.05.2020.
2. The Bidder acknowledges receipt of addenda No. (s) .
3. The Bidder’s contractor’s license number is .
4. Is your bonding capacity adequate for this job? Yes No
5. For verification call .
Telephone Number .
6. Is your license limit adequate for this job? Yes No
PROPOSED SUBSTITUTE MATERIALS
The total sum of the Bidder's proposal shall include the furnishing and installing of all materials, equipment, and labor as called for in the contract documents as a GMP.
Hereafter give the total amount to be added or deducted for a complete installation of equipment or materials other than those specified and those approved by addendum are submitted for the Owner's
consideration. All materials and equipment proposed for substitution shall be listed below and must meet the requirements of the contract documents. During the time of consideration of the proposals, complete information shall be submitted immediately to the Architect and Owner's Representative. The Contractor
is referred to the Instructions to Bidders, Section 9, Prior Approvals and Substitutions for requirements relative to proposed substitutions. Proposed Substitute Manufacturer & Catalog #’s $ Add $ Deduct
Updated 11/19 Form of Proposal
TYPE OF BIDDER'S ORGANIZATION:
Official Name of Organization
Corporation, Co-partnership, Individual, or Other
Address
Name of Individual Members of Firm
Name of President of Corporation
Name of Secretary of Corporation
Corporation is organized under the laws of the State of
Signature ( )
)Seal( Title or Office ( )
Legal Address
BIDDER'S LIST OF SUBCONTRACT BIDS USED IN PROPOSAL
(LIST OF SUBCONTRACTORS-MAY USE COSNTRACTORS FORMAT)
NAME OF PROJECT: 2020 BEN Fume Hood Exhaust System Replacement
PROJECT NUMBER: 11883
OWNER'S NAME: BYU-Idaho
DI
V
.
SUBCONTRACT CLASSIFICATIONS
SUBCONTRACTOR USED
AMOUNT
GENERAL CONDITIONS
For A Cost Plus A Fee With GMP Project
T A B L E O F C O N T E N T S SECTION 1 GENERAL PROVISIONS SECTION 9 TIME SECTION 2 OWNER SECTION 10 PAYMENTS AND COMPLETION SECTION 3 CONTRACTOR SECTION 11 PROTECTION OF PERSONS AND SECTION 4 ADMINISTRATION OF THE PROPERTY
SECTION 5 CONTRACT SUBCONTRACTORS SECTION 12 SECTION 13 INSURANCE AND BONDS UNCOVERING AND CORRECTION SECTION 6 CONSTRUCTION BY OWNER OR OF WORK
BY SEPARATE CONTRACTORS SECTION 14 RESOLUTION OF DISPUTES
SECTION 7 COST OF THE WORK SECTION 15 TERMINATION SECTION 8 CHANGES IN THE WORK SECTION 16 MISCELLANEOUS PROVISIONS
SECTION 1 - GENERAL PROVISIONS 1.1. DEFINITIONS A. Adverse Weather: weather conditions that are seasonably abnormal and could not reasonably have been anticipated. B. Agreement: the Agreement Between Owner and Contractor for a Cost Plus A Fee With GMP Project, executed by Owner and Contractor for performance of the Work. C. Allowance: the items identified as such in the Schedule of Values. D. Change In The Work: a modification to the requirements of the Contract Documents or a delay in Substantial Completion resulting from an instruction from Owner or Consultant to Contractor or from another event or circumstance. E. Change Order: a written instrument signed by Owner, Contractor, and Consultant stating their agreement upon the following: (1) the occurrence of a Change in the Work; (2) the amount of the adjustment, if any, in the Guaranteed Maximum Price as a result of the Change in the Work; and (3) the extent of the adjustment, if any, in the Contract Time as a result of the Change in the Work.
F. Construction Change Directive: a written order signed by Consultant and Owner which: (1) orders a Change in the Work if the terms of a Change Order cannot be agreed upon prior to performance of a Change in the Work described in Section 8.1 or after occurrence of an event or circumstance described in Section 8.2; and (2) states a proposed basis for adjustment, if any, in the Guaranteed Maximum Price, the Contract Time, or both, resulting from the Change in the Work. G. Consultant: the entity identified as such in the Agreement.
H. Contract Documents: the documents identified as such in the Agreement.
I. Contract Sum: the total amount set forth in the Agreement payable by Owner to Contractor for performance of the Work.
J. Contract Time: the period of time set forth in the Agreement for the Substantial Completion of the Work.
K. Contractor: the entity identified as such in the Agreement.
L. Cost of the Work: the costs described in Section 7.1 necessarily incurred by Contractor in the proper performance of the Work.
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M. Day: calendar day unless otherwise specifically defined.
N. Defects or Defective Work: Work that does not conform to the Contract Documents or does not meet requirements of any inspection, standard, code, test or approval referred to in the Contract Documents, or that has been damaged. O. Drawings: the documents identified as such in the Agreement.
P. Field Change: a written order prepared by Consultant and acknowledged by Contractor for a minor Change in the Work consistent with the general intent of the Contract Documents, resulting in no time extension and additional Cost of the Work in the amount of $1,000 or less, and that is necessary to avoid delaying the Work. Q. Guaranteed Maximum Price: the maximum amount Owner is required to pay Contractor for performance of the Work as set forth in the Agreement.
R. Modification: a written amendment to the Contract Documents in the form of a:
1. Change Order; 2. Construction Change Directive; or 3. Field Change.
S. Owner: the entity identified as such in the Agreement.
T. Owner’s Project Management System: the e–Builder or other electronic project management system designated by Owner for the Project.
U. Project: the total construction designed by Consultant of which the Work performed under the Contract Documents may be the whole or a part.
V. Product Data: illustrations, schedules, performance charts, instructions, brochures, diagrams, and other information furnished by Contractor to illustrate details regarding materials or equipment to be used in the Work, or the manner of installation, operation, or maintenance of such materials or equipment.
W. Project Manual: the document identified as such in the Agreement.
X. Project Site: the site identified as the “Project Site” in the Agreement.
Y. Samples and Mock-ups: physical examples that illustrate materials, equipment, or workmanship and establish standards by which the Work will be judged.
Z. Schedule of Values: a schedule which allocates the Guaranteed Maximum Price amongst the various portions of the Work.
AA. Shop Drawings: drawings, diagrams, illustrations, schedules, performance charts, fabrication and installation drawings, setting diagrams, patterns, templates, and other data that illustrate some portion of the Work and confirm dimensions and conformance to the Contract Documents specially prepared by Contractor or any Subcontractor, manufacturer, supplier, or distributor.
BB. Specifications: the documents identified as such in the Agreement.
CC. Subcontractor: any entity supplying labor, materials, equipment, construction or services for the Work under separate contract with Contractor or any other Subcontractor.
DD. Subcontractor’s Direct Costs: actual costs incurred by a Subcontractor for labor, materials, equipment, insurance, bonds, lower-tier Subcontractors and supervision resulting from a Change in the Work.
EE. Submittals: Shop Drawings, Product Data, Samples and Mock-ups and any other documents or items furnished by Contractor or its Subcontractors to Owner or Consultant to demonstrate how any portion of the Work will be accomplished or the type of materials or products that will be used in such Work. FF. Substantial Completion: completion of the Work to a point where Owner can occupy and use the Work for its intended purposes, as evidenced by a temporary or permanent certificate of occupancy issued by the governmental entity issuing the building permit for the Project and the Consultant’s certification that Contractor has achieved Substantial Completion of the Work.. The date of Substantial Completion is the date certified as such by Consultant and accepted by Owner in accordance with the Contract Documents.
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GG. Unforeseen Subsurface Condition: a subsurface condition which neither Contractor nor its Subcontractors were aware of at the time the Agreement was executed and which would not likely have been discovered through a reasonable inspection of the Project Site, or through digging of test holes or other investigation Contractor might reasonably have been expected to conduct, which is materially different from the conditions represented in the Contract Documents or which might reasonably have been expected to exist under the circumstances.
HH. Work: all labor, materials, equipment, construction, and services required by the Contract Documents.
II. Written Notice: notice in writing given from one party to the other at the address, or e-mail (including a duplicate copy through Owner’s Project Management System) listed in the Agreement, or at such other address, or e-mail as the parties will designate from time to time by Written Notice, and will be effective at the earliest of:
1. The date of personal delivery to the other party with signed acknowledgment of receipt; or
2. The date of acknowledgement of receipt by e-mail from the other party that received the notice by e-mail: or 3. The date of receipt by the other party as stated on the return receipt if sent by registered or certified mail, or by courier. 1.2. BUSINESS INTEGRITY A. Contractor covenants and represents that it, and its employees, officers, agents, consultants and Subcontractors have not and will not pay, give or offer or promise to pay or give any money or thing of value to any government official or employee, political party, or candidate for political office (collectively, “Government Recipient”) or any other person, while knowing or having reason to know that all or a portion of such money or thing of value will be paid, given, offered or promised, directly or indirectly, to any Government Recipient, for purposes of obtaining an advantage or influencing any act or decision of a Government Recipient or inducing a Government Recipient to use his, her or its influence with the government or instrumentality thereof to affect or influence any act or decision of such government or instrumentality.
B. Contractor shall ensure that any real or potential conflicts of interest are avoided and disclosed promptly to Owner.
C. Contractor warrants that it has not and will not pay or receive any contingent fees, funds, kickbacks, benefits, monies, or gratuities to or from other contractors, Subcontractors (of whatever tier), including their agents, officers, employees, owners, subcontractors, or others, from whom they may be liable, to secure preferential treatment and/or to receive benefits or monies beyond the allocation fully disclosed to Owner in the Contract Documents. Contractor further warrants that it has not falsified nor will it falsify or obscure any bid, payment, or other Project related documents. 1.3. CORRELATION AND INTENT OF CONTRACT DOCUMENTS A. The intent of the Contract Documents is to require Contractor to provide all labor, materials, equipment, construction, and services necessary for the proper execution and completion of the Work. The Contract Documents are complementary and what is required by any one will be as binding as if required by all. Contractor will perform the Work in accordance with the requirements expressly set forth in or reasonably inferable from the Contract Documents.
B. The organization of the Contract Documents is not intended to control Contractor in dividing the Work among Subcontractors or to establish the extent of the Work to be performed by any trade.
C. Words used in the Contract Documents that have well known technical or trade meanings are used therein in accordance with such recognized meanings.
D. In the interest of brevity, the Contract Documents may omit modifying words such as "all" and "any" and articles such as "the" and "an," but the fact that a modifier or an article is absent from one statement and appears in another is not intended to affect the interpretation of either statement. 1.4. OWNERSHIP AND USE OF CONTRACT DOCUMENTS The Contract Documents and copies thereof are the property of Owner. Contractor will not use these documents on any other project. Contractor may retain one (1) copy of the Drawings and the Project Manual as a contract record set and will return or destroy all remaining copies following final completion of the Work. 1.5. OWNERSHIP AND USE OF RENDERINGS AND PHOTGRAPHS Renderings representing the Work are the property of Owner. All photographs of the Work, whether taken during performance of the Work or at completion, are the property of the Owner. The Owner reserves all rights including copyrights to renderings and photographs of the Work. No renderings or photographs shall be used or distributed without written consent of the Owner.
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1.6. PUBLIC STATEMENTS REGARDING PROJECT
Contractor will not make any statements or provide any information to the media about the Project without the prior written consent of Owner. If Contractor receives any requests for information from media, Contractor will refer such requests to Owner. 1.7. CONFIDENTIALITY / PROPERTY RIGHTS A. Owner will retain ownership and intellectual property rights in all plans, designs, drawings, documents, concepts, and materials provided by or on behalf of Owner to Contractor and to all work products of Contractor for or relative to Work performed under this Agreement, such products, services, and Work of Contractor constituting works made for hire. Contractor will not reuse any portions of such items provided by Owner or developed by Contractor for Owner pursuant to this Agreement, or disclose any such items to any third party without the prior written consent of Owner. Owner may withhold its consent in its’ absolute discretion.
B. Contractor shall ensure that Contractor, Subcontractors, and the employees, agents and representatives of Contractor and its Subcontractors maintain in strict confidence, and shall use and disclose only as authorized by Owner all Confidential Information of Owner that Contractor receives in connection with the performance of this Agreement. Notwithstanding the foregoing, Contractor may use and disclose any information to the extent required by an order of any court or governmental authority, but only after it has notified Owner and Owner has had an opportunity to obtain reasonable protection for such information in connection with such disclosure. For purposes of this Agreement, “Confidential Information” means:
1. The name or address of any affiliate, customer or contractor of Owner or any information concerning the transactions of any such person with Owner;
2. Any information relating to contracts, agreements, business plans, budgets or other financial information of Owner to the extent such information has not been made available to the public by the Owner; and
3. Any other information that is marked or noted as confidential by the Owner at the time of its disclosure. 1.8. COMPLY WITH INTELLECTUAL PROPERTY RIGHTS OF OTHERS Contractor represents and warrants that no Work (with its means, methods, goods, and services attendant thereto), provided to Owner will infringe or violate any right of any third party and that Owner may use and exploit such Work, means, methods, goods, and services without liability or obligation to any person or entity (specifically and without limitation, such Work, means, methods, goods, and services will not violate rights under any patent, copyright, trademark, or other intellectual property right or application for the same). 1.9. NO COMMERCIAL USE OF TRANSACTION OR RELATIONSHIP A. Without the prior written consent of Owner, which Owner may grant or withhold in its sole discretion, neither Contractor nor Contractor’s affiliates, officers, directors, agents, representatives, shareholders, members, Subcontractors, Sub- subcontractors or employees shall make any private commercial use of their relationship to Owner or the Project, including but not limited to:
1. By referring to this Agreement, Owner, or the Project verbally or in any sales, marketing or other literature, letters, client lists, press releases, brochures or other written materials except as may be necessary for Contractor to perform Contractor’s obligations under the terms of this Agreement;
2. By using or allowing the use of any photographs of the Work or any part thereof, or of any service marks, trademarks or trade names or other intellectual property now or which may hereafter be associated with, owned by or licensed by Owner in connection with any service or product; or 3. By contracting with or receiving money or anything of value from any person or commercial entity to facilitate such person or entity obtaining any type of commercial identification, advertising or visibility in connection with the Project.
SECTION 2 - OWNER 2.1. OWNER’S DESIGNATED REPRESENTATIVE
Owner will designate in writing a representative who will have express authority to bind Owner with respect to all matters requiring Owner’s approval or authorization. Owner’s initial designated representative is the person identified in the Agreement to receive Written Notice for the Owner. 2.2. INFORMATION AND SERVICES REQUIRED OF OWNER
A. Owner will be responsible for establishment of property lines and bench marks for Project Site development activities.
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B. Owner will furnish to Contractor digital copies of the Drawings, the Project Manual, and the Addenda through the Owner’s Project Management System. C. Owner will furnish to Contractor any information or services it is required to furnish under the Contract Documents with reasonable promptness to avoid delay in the orderly progress of the Work. 2.3. OWNER'S RIGHT TO INSPECT THE WORK
Owner and its representatives will have the right to inspect any portion of the Work wherever located at any time.
2.4. OWNER'S RIGHT TO STOP THE WORK If Contractor fails to carry out the Work in accordance with the Contract Documents or fails to correct Work that is not in accordance with the Contract Documents in a timely manner, Owner may order Contractor in writing to stop the Work, or any portion thereof, until the cause for such order has been eliminated. SECTION 3 - CONTRACTOR 3.1. REVIEW OF CONTRACT DOCUMENTS AND FIELD CONDITIONS BY CONTRACTOR A. By executing the Agreement, Contractor represents that it has visited the Project Site, familiarized itself with the local conditions under which the Work is to be performed, and correlated its own observations with the requirements of the Contract Documents. B. Contractor will carefully review and compare the Contract Documents and any other available information relating to the Project prior to commencing and during performance of each portion of the Work and will immediately report to Consultant and Owner any errors, inconsistencies, and omissions it discovers. C. Should Contractor or any of its Subcontractors become aware of any question regarding the meaning or intent of any part of the Contract Documents prior to commencing that portion of the Work about which there is a question, Contractor will request an interpretation or clarification from Consultant before proceeding. Contractor proceeds at its own risk if it proceeds with the Work without first making such a request and receiving an interpretation or clarification from Consultant. If neither Contractor nor its Subcontractors become aware of the question until after work on the relevant portion of the Work has commenced, then the following precedence will govern for purposes of determining whether resolution of the question constitutes a Change in the Work: 1. The Agreement takes precedence over all other Contract Documents. 2. The General Conditions take precedence over the Drawings and the Specifications. 3. An Addendum or a Modification takes precedence over the document(s) modified by the Addendum or Modification.
4. The Specifications take precedence over the Drawings.
5. Within the Drawings, larger scale drawings take precedence over smaller scale drawings, figured dimensions over scaled dimensions, and noted materials over graphic indications. D. Contractor will give Consultant written notice of any additional drawings, specifications, or instructions required to define the Work in greater detail, or to permit the proper progress of the Work, sufficiently in advance of the need for information so as not to delay the Work.
E. It is not Contractor's responsibility to ascertain that the Contract Documents are in accordance with requirements of applicable laws, statutes, ordinances, building codes, rules and regulations. However, if Contractor observes that portions of the Contract Documents are at variance with those requirements, Contractor will immediately notify Consultant in writing. Contractor will not proceed unless Owner and/or Consultant makes Modifications to the Contract Documents required for compliance with such requirements. Contractor will be fully responsible for any work knowingly performed contrary to such requirements and will fully indemnify Owner against loss and bear all costs and penalties arising therefrom. F. Contractor will take field measurements and verify field conditions and will compare such field measurements and conditions and other information known to Contractor with the Contract Documents before ordering any materials or commencing construction activities. Contractor will immediately report errors, inconsistencies, and omissions that it discovers to Consultant. If Contractor orders materials or commences construction activities before taking field measurements and verifying field conditions, Contractor will not be entitled to any compensation for additional costs to Contractor resulting from field measurements or conditions different from those anticipated by Contractor which would have been avoided had Contractor taken field measurements and verified field conditions prior to ordering the materials or commencing construction activities.
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G. If, in the performance of the Work, Contractor encounters Unforeseen Subsurface Conditions or other Project Site conditions materially different from those indicated in the Contract Documents or other information provided by Owner or Consultant to Contractor or which could reasonably have been expected under the circumstances, Contractor will notify Consultant and Owner in writing of such differing Project Site conditions in accordance with the requirements of Section 8.2. Contractor’s failure to do so will constitute a waiver of any entitlement to an adjustment in the Contract Time or Guaranteed Maximum Price as a result of such conditions.
H. Where the Contract Documents require Contractor to provide professional architectural or engineering services, Contractor will ensure that such services are performed by appropriately licensed professionals. I. Contractor will submit all project documentation and correspondence using the Owner’s Project Management System, including but not limited to RFI’s, payment applications, inspection requests, logs, minutes, submittals, change order proposals, Change Orders, or any and all other project documentation as directed by Owner. 3.2. SUPERVISION OF CONSTRUCTION PROCEDURES A. Contractor will supervise and direct the Work. Contractor will be solely responsible for all construction means, methods, techniques, sequences, and procedures and for coordinating all portions of the Work. All loss, damage, liability, or cost of correcting Defective Work arising from the use of any construction means, methods, techniques, sequences or procedures will be borne by Contractor, notwithstanding that such construction means, methods, techniques, sequences or procedures are referred to, indicated or implied by the Contract Documents, unless Contractor has given timely notice to Owner and Consultant in writing that such means, methods, techniques, sequences or procedures are not safe or suitable, and Owner has then instructed Contractor in writing to proceed at Owner’s risk. B. Contractor will utilize its best skill, efforts, and judgment to provide efficient business administration and supervision, to furnish at all times an adequate supply of workers and materials, and to perform the Work in an expeditious and economical manner consistent with the interests of Owner. C. Contractor will be responsible for:
1. The proper observance of property lines and set back requirements as shown in the Contract Documents; 2. The location and layout of the Work as shown in the Contract Documents with respect to the position of the Work on the property and the elevation of the Work in relation to grade; and
3. Setting and maintaining construction stakes. D. Contractor will be responsible to Owner for the acts and omissions of its employees and Subcontractors as well as persons either directly or indirectly employed by Subcontractors. E. Contractor will not be relieved of its obligation to perform the Work in accordance with the Contract Documents as a result of any tests, inspections, or approvals by Owner, Consultant or their subconsultants.
F. Contractor will be responsible for inspections of portions of the Work already completed to determine that such portions are in proper condition to receive subsequent portions of the Work.
G. Contractor will remedy or repair all damage or loss to the Work and/or any property of the Owner or any other party caused in whole or in part by Contractor, any Subcontractor, or anyone for whose acts they are liable. Costs incurred in remedying or repairing such damage or loss shall not constitute a Cost of the Work.
H. Contractor recognizes that the Project Site and the surrounding area is frequently visited by the public and is important to Owner’s image and function and will maintain the premises free from debris and waste materials resulting from Work. At the completion of the Work, Contractor shall promptly remove construction equipment, tools, surplus materials, waste materials and debris.
3.3. LABOR AND MATERIALS
A. Unless otherwise provided in the Contract Documents, Contractor will provide and pay for all labor, materials, equipment, tools, water, heat, utilities, transportation, and other facilities and services necessary for the proper execution and completion of the Work.
B. Contractor will at all times enforce strict discipline and good order among those performing the Work and will not permit employment of any unfit person or anyone not skilled in the tasks assigned to them.
C. Contractor is fully responsible for the Project and all materials and work connected therewith until Owner has accepted the Work in writing. Contractor will replace or repair at its own expense any materials or work damaged or stolen, regardless of whether it has received payment for such work or materials from the Owner.
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D. Contractor will be responsible for determining that all materials furnished for the Work meet all requirements of the Contract Documents. Consultant or Owner may require Contractor to produce reasonable evidence that a material meets such requirements, such as certified reports of past tests by qualified testing laboratories, reports of studies by qualified experts, or other evidence which, in the opinion of Consultant or Owner, would lead to a reasonable certainty that any material used, or proposed to be used, in the work meets the requirements of the Contract Documents. All such data will be furnished at Contractor’s expense. This provision will not require Contractor to pay for periodic testing of different batches of the same material, unless such testing is specifically required by the Contract Documents to be performed at Contractor’s expense. E. Contractor will coordinate and supervise the work performed by Subcontractors so that the Work is carried out without conflict between trades and so that no trade, at any time, causes delay to the general progress of the Work. Contractor and all Subcontractors will at all times afford each trade, any separate contractor, or Owner, reasonable opportunity for the installation of Work and the storage of materials. F. Contractor warrants to Owner that the materials and equipment furnished for the Work will be new unless otherwise specified by the Contract Documents, and that the Work will be free from defects, and will conform with the requirements of the Contract Documents. Work not conforming to these requirements, including substitutions not properly approved and authorized, may be considered defective in the discretion of Owner. If required by Consultant or Owner, Contractor will furnish satisfactory evidence as to the kind and quality of the materials and equipment used in performing the Work.
G. Owner may elect to purchase materials required for the Work. In that event, Contractor will comply with the procedures set forth in the Contract Documents relating to such materials. 3.4. COMPLIANCE WITH LAWS Contractor will comply with all applicable laws, ordinances, rules, regulations, and orders of any public authorities relating to
performance of the Work. 3.5. TAXES A. Contractor will pay all privilege, sales, use, consumer, payroll, workers compensation, unemployment, old age pension, surtax, and similar taxes assessed in connection with the performance of the Work.
B. Owner will pay all taxes and assessments on the real property comprising the Project Site.
3.6. PERMITS AND FEES A. Owner will obtain and pay for all zoning and use permits and permanent easements necessary for completion of the Work.
B. Contractor will obtain and pay for plan checks and the building permit. While such items will constitute a Cost of the Work, Contractor will not be entitled to charge the Contractor’s Fee for the cost of such items.
C. Contractor will obtain and pay for all other permits, governmental fees, licenses and inspections necessary for the proper execution and completion of the Work. While such items will constitute a Cost of the Work, Contractor will not be entitled to charge the Contractor’s Fee for the cost of such items. D. Contractor will secure any certificates of inspection and of occupancy required by authorities having jurisdiction over the Work. Contractor will deliver these certificates to Consultant prior to issuance of the Certificate of Substantial Completion.
3.7. CONTRACTOR'S ON-SITE REPRESENTATIVE
Contractor will employ a competent representative acceptable to Owner to supervise on-site the performance of the Work. This representative will be designated in writing by Contractor prior to commencement of work and will not be changed prior to completion of all punchlist items listed in the Consultant’s Certificate of Substantial Completion without prior written consent of Owner. This representative will represent Contractor for all purposes, including communication with Owner. 3.8. CONTRACTOR'S CONSTRUCTION SCHEDULES
Contractor will prepare and submit for Owner's and Consultant's review and information Contractor's construction schedule for the Work in a format acceptable to Owner. The schedule will show Contractor’s proposed critical path for performance of the Work, dates for the submission of and Consultant’s review of Submittals, dates for ordering of long-lead items, and dates for delivery of Owner-furnished items. 3.9. DOCUMENTS AND SUBMITTALS AT THE PROJECT SITE
Contractor will keep at the Project Site for use by Owner, Consultant, or their representatives, a record copy of the Project Manual, the Drawings, all Addenda, all Submittals and all Modifications. The Contractor will maintain these documents and other items in good order and currently marked to record changes and selections made during construction. In addition,
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Contractor will keep at the Project site one copy of all Submittals. In addition, these currently marked documents showing changes and selections as well as all Submittals will be provided and maintained by Contractor on the Owner’s Project Management System. 3.10. SUBMITTALS A. Submittals are not Contract Documents and do not alter the requirements of the Contract Documents unless incorporated into the Contract Documents by a Modification.
B. Contractor will review, approve, and submit to Consultant, through Owner’s Project Management System, Submittals in accordance with the Contract Documents. By approving Submittals, Contractor represents that it has determined and verified field measurements, field construction criteria, materials, catalog numbers, and similar data, and that it has checked and coordinated each Submittal with the requirements of the Work and of the Contract Documents. In reviewing Submittals Consultant will be entitled to rely upon Contractor’s representation that such information is correct and accurate.
C. Contractor will inform Consultant in writing at the time of submission of any Submittal or portion thereof which deviates from the requirements of the Contract Documents. Contractor will provide Consultant with documentation demonstrating to Consultant that the Submittal is equal to or better than the specified product or work. Contractor will not be relieved of responsibility for deviations from the requirements of the Contract Documents by Consultant’s acceptance of a Submittal unless Contractor has informed Consultant in writing of the deviation and Consultant has incorporated the deviation into the Contract Documents by a Modification. D. Contractor will not perform any portions of the Work requiring Submittals until the respective Submittal has been reviewed and accepted in writing by Consultant. E. When professional certification of performance criteria of materials, systems or equipment is required by the Contract Documents, Owner will be entitled to rely upon such certifications, and neither Owner nor Consultant will be expected to make any independent examination with respect thereto. F. Consultant is not required to take any action with respect to Submittals not required by the Contract Documents.
3.11. CUTTING AND PATCHING A. Contractor will be responsible for any cutting, fitting, and patching that may be required to complete the Work and make its parts fit together properly. All areas requiring cutting, fitting, or patching shall be restored to the condition existing prior to the cutting, fitting, or patching unless otherwise required by the Contract Documents. B. Contractor shall not damage or endanger a portion of the Work or fully or partially completed construction of the Owner or Separate Contractors by cutting, patching, or otherwise altering such construction, or by excavation. Contractor shall not cut or otherwise alter construction by the Owner or a Separate Contractor except with the written consent of the Owner and of the Separate Contractor. Consent shall not be unreasonably withheld.
3.12. ACCESS TO WORK Contractor will permit Owner, Consultant their representatives and subconsultants access to the Work wherever located at any time. 3.13. ROYALTIES AND PATENTS
Contractor will pay all royalties and license fees required by the Work or by Contractor's chosen method of performing the Work. Contractor will defend and hold Owner harmless from all suits or claims for infringement of any patent, license or other intellectual property rights or any loss on account thereof. 3.14. INDEMNIFICATION A. Contractor will indemnify, defend, and hold harmless Owner and Owner's representatives, employees, agents, architects, and consultants from and against any and all claims, damages, liability, demands, costs, judgments, awards, settlements, causes of action, losses and expenses (collectively “Claims” or “Claim”), including but not limited to attorney fees, consultant fees, expert fees, copy costs, and other expenses, arising out of or resulting from the performance of or failure to perform the Work, attributable to bodily injury, sickness, disease, or death, or to injury to or destruction of real or personal property or intangibles, including loss of use resulting therefrom, except to the extent that such liability arises out of the negligence of Owner, its representatives, agents, and employees. This indemnity includes, without limitation, indemnification of Owner from all losses or injury to Owner’s property arising out of or resulting from performance of or failure to perform the Work, except to the extent that such loss or injury arises out of the negligence of Owner, its representatives, agents, and employees. This indemnity applies, without limitation, to include Claims occurring both during performance of the Work and/or subsequent to completion of the Work. In the event that any Claim is caused in part by the negligence of a party indemnified hereunder, that party will bear the cost of such Claim to the extent its negligence was the cause thereof. In the event that a claimant asserts a Claim for recovery against any party indemnified hereunder, the party indemnified hereunder may tender the
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defense of such Claim to Contractor. Contractor will defend the party indemnified hereunder with legal counsel acceptable to the party indemnified hereunder. If Contractor rejects such tender of defense and it is later determined that the negligence of the party indemnified hereunder did not cause all of the Claim, Contractor will reimburse the party indemnified hereunder for all costs and expenses incurred by that party in defending against the Claim. Contractor will not be liable hereunder to indemnify any party for damages resulting from the sole negligence of that party.
B. In addition to the foregoing, Contractor will be liable to defend Owner in any lawsuit filed by any Subcontractor relating to the Project. Where liens have been filed against Owner's property, Contractor (and/or its bonding company which has issued bonds for the Project) will obtain lien releases and record them in the appropriate county and/or local jurisdiction and provide Owner with a title free and clear from any liens of Subcontractors. In the event that Contractor and/or its bonding company are unable to obtain a lien release, Owner in its absolute discretion may require Contractor to provide a bond around the lien or a bond to discharge the lien, at Contractor's sole expense. C. In addition to the foregoing, Contractor will indemnify and hold Owner harmless from any claim of any other contractor resulting from the performance, nonperformance or delay in performance of the Work by Contractor.
D. The indemnification obligation herein will not be limited by a limitation on the amount or type of damages, compensation or benefits payable by or for Contractor or a Subcontractor under worker's compensation acts, disability benefit acts, or other employee benefit acts.
E. The indemnification obligations contained herein shall survive the termination or completion of the Agreement up to a period ending the later of 10 years from the date of Substantial Completion of the Work or such longer time as permitted by law for assertion of a claim by the Owner, or by any third party against Owner, resulting from the Work. 3.15. COST CONTROL
Contractor will operate a system of cost control for the Work, including regular monitoring of actual costs for activities in progress and estimates for uncompleted tasks and proposed changes. Contractor will identify variances between actual and estimated costs and report the variances to Owner when requested by the Owner.
3.16. PROJECT MEETINGS
Contractor will attend and participate in Project meetings as requested by the Owner. SECTION 4 - ADMINISTRATION OF THE CONTRACT 4.1. CONSULTANT In the event that Owner terminates its contractual relationship with Consultant, Owner will appoint in writing another consultant, whose status under the Contract Documents will be that of the former Consultant in all respects.
4.2. CONSULTANT'S ADMINISTRATION OF THE CONTRACT A. Consultant will make periodic visits to the Project Site to familiarize itself generally with the progress and quality of the Work and to observe if the Work is proceeding in accordance with the Contract Documents. Although Consultant is required to make periodic inspections, it is not required to make exhaustive or continuous onsite inspections. On the basis of its observations while at the Project Site, Consultant will keep Owner informed of the progress of the Work and will endeavor to guard Owner against defects and deficiencies in the Work. Consultant’s failure to detect a defect or deficiency in the Work will not relieve Contractor of its duty to perform the Work in accordance with the Contract Documents. B. Consultant will review Contractor's payment requests and certify the amounts due Contractor in accordance with Section 10. C. Communications between Contractor and Owner relating to the Work will be through Consultant. Communications between Owner or Contractor with Consultant’s subconsultants relating to the Work will be through Consultant. Communications between Owner or Consultant and Subcontractors relating to the Work will be through Contractor. Communications between Contractor and any separate contractor will be through Owner or Consultant, except as otherwise specified in the Contract Documents. All written communications involving Owner (as well as written communications between Contractor and the Consultant) must satisfy the requirements of Written Notice, including submitting a duplicate copy through the Owner’s Project Management System.
D. Owner and/or Consultant will have the right to reject and require removal of the following at Contractor's expense: 1. Any portion of the Work that does not meet the requirements of the Contract Documents. 2. Any portion of the Work damaged or rendered unsuitable during installation or resulting from failure to exercise proper protection.
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E. Consultant will have authority to stop the Work, with concurrence of Owner, whenever such stoppage may be necessary in Consultant’s reasonable opinion to insure the proper performance of the Work. F. Consultant will review Contractor’s Submittals and will accept or take other appropriate action regarding the Submittals within ten (10) working days after receipt of the Submittals. Consultant's review of the Submittals will be for the limited purpose of checking for general conformance with the Contract Documents and will not be conducted for the purpose of determining the accuracy and completeness of details such as dimensions and quantities, or for substantiating instructions for installation or performance of equipment or systems, all of which remain the responsibility of Contractor. Consultant's review of Submittals will not relieve Contractor of its obligations under the Contract Documents. Consultant's review of Submittals will not constitute acceptance of safety precautions or construction means, methods, techniques, sequences or procedures. Consultant's acceptance of a specific item will not indicate acceptance of an assembly of which the item is a component.
G. Consultant will prepare Construction Change Directives and Field Changes in accordance with Section 8. H. Consultant will conduct inspections to determine the dates of Substantial Completion and final completion, will receive and review written guarantees and related documents required by the Contract and assembled by Contractor, and will review and certify or reject Contractor's final payment request. I. Consultant or Owner will be the interpreter of the performance and requirements of the Contract Documents. Consultant's interpretations will be in writing or in the form of drawings.
J. Consultant's or Owner’s decisions in matters relating to aesthetic effect will be final if consistent with the Contract Documents.
SECTION 5 - SUBCONTRACTORS
5.1. AWARD OF SUBCONTRACTS FOR PORTIONS OF THE WORK A. Contractor will procure bids for subcontract work from at least three (3) qualified bidders unless Owner waives such requirement in writing. Except as provided in Section 5.1, Paragraphs B. and C. below, Contractor will enter into contracts with Subcontractors not owned, related to or controlled by Contractor to perform all portions of the Work. Subcontracts will contain payment provisions consistent with Section 10 and will not be awarded on the basis of cost plus a fee without the prior written consent of Owner. B. If Contractor wishes to self-perform any portion of the Work or subcontract such portion of the Work to an entity owned or controlled by or related to Contractor, Contractor shall: 1. Advise Owner at least thirty (30) days in advance of bid opening that Contractor wishes to self-perform such Work or subcontract it to an entity owned, controlled by or related to Contractor and request Owner’s written approval thereof;
2. Submit to the Owner Contractor’s or such related entity’s bid at least seventy-two (72) hours prior to bid opening; 3. Procure bids for such subcontract Work from at least three qualified bidders unless Owner waives such requirement in writing; and 4. Abide by Owner’s determination as to whether Contractor or another subcontractor will be used to perform such Work. C. If Owner both approves Contractor to self-perform Work and approves Contractor proceeding without obtaining bids from other Contractors, then Contractor’s overhead and profit on Work performed by Contractor’s crews will not be more than the percentage fee stated in the Agreement. D. Contractor will not contract with any Subcontractor who has been rejected by Owner. Contractor will not be required to contract with any Subcontractor against whom it has a reasonable objection.
E. If Owner refuses to accept any Subcontractor proposed by Contractor, Contractor will propose an acceptable substitute to whom Owner has no reasonable objection.
F. Contractor will require each Subcontractor to: 1. Be licensed by the state in which the Project is located where such licensing is required by the governing authority; 2. Be bound by the terms of the Contract Documents as far as they are applicable to the Subcontractor's work;
3. Assume toward Contractor the same obligations Contractor has assumed toward Owner, including the prompt payment of its Subcontractors;
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4. Submit its applications for payment to Contractor in time to permit Contractor to make timely application to Owner;
5. Execute claim or lien releases or lien waivers for payments made by Contractor; and 6. Make all claims for Changes in the Work to Contractor in the same manner as Contractor is required to make such claims to Owner. 7. Keep detailed accounting records of all expenses incurred by the Subcontractor in performing the Work for a period of three (3) years following Substantial Completion of the Work, and provide Owner’s accountants access to all such records, including but not limited to books, records, correspondence, instructions, drawings, receipts, vendor files, purchase orders, vouchers, memoranda and other data relating to the Work during such three (3) year period.
G. Contractor will not make any substitution for any Subcontractor that has been accepted by Owner and Consultant without the prior written approval of Owner and Consultant.
5.2. SUBCONTRACTUAL RELATIONS A. Contractor's responsibility for the Work includes the labor and materials of all Subcontractors, including those recommended or approved by Owner. Contractor will be responsible to Owner for proper completion and guarantee of all workmanship and materials under any subcontracts. Any warranties required for such work will be obtained by Contractor in favor of Owner and delivered to Consultant. It is expressly understood and agreed that there is no contractual relationship between Owner and any Subcontractor, and under no circumstances will Owner be responsible for the non-performance or financial failure of any Subcontractor or any effects therefrom, except to the extent that costs incurred by Contractor resulting from such non- performance or financial failure constitute part of the Cost of the Work payable by Owner to Contractor pursuant to Section 7.
B. Contractor agrees to pay the Subcontractors promptly upon receipt of payment from Owner for that portion of the funds received which represents the Subcontractor's portion of the Work completed to Contractor's satisfaction for which payment was made by Owner.
C. No subcontract will relieve Contractor of any of its liability or obligations to Owner under the Contract Documents. Contractor agrees that it is fully responsible to Owner for acts or omissions of Subcontractors and of persons either directly or indirectly employed by them. SECTION 6 - CONSTRUCTION BY OWNER OR BY SEPARATE CONTRACTORS 6.1. OWNER'S RIGHT TO PERFORM CONSTRUCTION OR AWARD SEPARATE CONTRACTS A. Owner reserves the right to perform construction itself other than the Work or to award separate contracts in connection with the Project.
B. Contractor will afford other contractors reasonable opportunity to perform their work and to place and store their materials and equipment on the Project Site and will properly connect and coordinate its Work with theirs where applicable. C. Contractor will secure and protect all such other contractor materials and equipment and work on the Project Site and will hold Owner harmless from any loss or damage pertaining to its securing and protecting of the same. D. If any part of Contractor's Work depends upon the work of any separate contractor for proper performance or results, Contractor will inspect and promptly report to Consultant any apparent discrepancies or defects in such work that render it unsuitable for Contractor’s proper performance of the Work. Failure of Contractor to so inspect and report will constitute an acceptance of the work of the separate contractor as fit and proper to receive Contractor's Work, except as to defects not then reasonably discoverable. E. Contractor will promptly remedy damage caused by Contractor or any Subcontractor to the completed or partially completed work, materials or equipment of other contractors or to the property of Owner or other contractors. Costs incurred in remedying such damage shall not be a Cost of the Work. 6.2. OWNER-PURCHASED MATERIALS AND EQUIPMENT A. In addition to Contractor’s other obligations with respect to separate Owner provided work or materials, Contractor’s obligations and duties with respect to Owner-purchased materials, equipment, and work include: 1. Scheduling: The Contractor shall furnish the Owner with a schedule of dates on which the Contractor requires delivery of Owner-purchased materials. The Owner will arrange for the materials to be delivered to the construction site or picked up by Contractor on or before the specified dates. If delivery or pick up dates are changed, rescheduled, or otherwise varied from the original schedule, the Contractor shall notify the Owner in writing of delivery or pick up date rescheduling and the Contractor shallcoordinate the delivery or pick up of the Owner-purchased materials or equipment directly with the supplier.
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2. Equipment: If Owner buys equipment for Contractor’s use on the Project, Contractor will (in addition to all other obligations herein relative to such equipment) be fully and solely responsible for such equipment and the use and use consequences thereof for any and all purposes (including without limitation to protect, secure, inspect, upkeep and make repairs, and insure such equipment as well as to monitor, guide, direct, oversee, protect, and control the use and use consequences of such equipment) until completion of the Project and Contractor’s return of such equipment to Owner. 3. Pre-Installation Inspection: The Contractor shall be responsible for receiving, inspecting and storing all Owner- purchased materials and equipment until the materials or equipment are needed for installation or use by the Contractor. Regardless of any inspection performed by the Owner of the Owner-purchased materials or equipment, the Contractor shall be responsible for inspecting the Owner-purchased materials and equipment to determine suitability, quality and conformance with specifications before installation or use or at such other times as the Contractor may desire in order to avoid interruptions and delays in the progress of the Project. The Contractor shall reject any material which does not meet specifications or which appears to have any defect which may make the material unsuitable for use in the Project. The Contractor shall notify the Owner and the manufacturer or supplier of all defects and assist the Owner in arranging for the repair, replacement or correction of the defective condition. The Contractor shall not be entitled to an extension of any deadline or completion date which results from failure to discover defects which the Contractor should have discovered through an inspection. 4. Defective Materials: The Contractor acknowledges that use of improper or defective material may result in costs and damages to the Owner in excess of the value of the materials; that after use in the Project it may be difficult or impossible to inspect the material to determine the cause of any failure; and that in the event of the failure of material there may be a question as to the cause of the failure. Because the Contractor's employees will be the last to handle and inspect material prior to incorporation into the Project, the Contractor will be liable to the Owner for damages resulting from failure of Owner- purchased materials during the Contractor's warranty period specified herein from any cause whatsoever unless the Contractor provides clear and convincing proof that (1) the entire loss from a failure is covered by a valid manufacturer's or supplier's warranty, or (2) the Contractor could not have prevented the failure by complying with the requirements of this Section concerning Owner- purchased materials. 5. Claims: The Contractor agrees to assist the Owner to present claims to manufacturers and suppliers for defects in Owner-purchased materials. Where there is any question as to the division of liability between the Contractor and a manufacturer or vendor, the Contractor shall provide all relevant information in the Contractor's possession which may aid the Owner in determining the division of responsibility. The Owner shall have final approval of any proposed adjustment or settlement of warranty claims.
6. Implied Warranties: The benefit of contractual and implied warranties with respect to Owner-purchased materials and equipment shall run to the Owner and not to the Contractor. 7. Unloading: Except as otherwise provided herein, the Contractor shall be responsible for unloading all Owner- purchased materials and equipment and for verifying delivery amounts to the Owner. 8. Custody and Security: The Contractor shall use reasonable care in protecting Owner-purchased materials and equipment from loss, deterioration, damage, theft, vandalism or destruction. 9. Reports: At Owner's request, the Contractor shall furnish reports to the Project Manager demonstrating the Contractor's compliance with this Section. 10. Retained Ownership: All materials and equipment purchased by the Owner which remain after completion of the Project shall be the property of the Owner. If the Owner does not wish to retain or dispose of surplus Owner-purchased materials or equipment, the Contractor shall remove and dispose of them. B. None of the foregoing duties of the Contractor with respect to Owner-purchased materials shall prevent the Owner from exercising any prerogative of ownership of thematerials or equipment.
6.3 OWNER'S RIGHT TO CLEAN UP
If a dispute arises among Contractor and separate contractors as to the responsibility under their separate contracts for maintaining the Project Site free from waste materials and rubbish, Owner may clean the Project Site, allocate the cost among those responsible as Owner and Consultant determine to be just, and withhold such cost from any amounts due or to become due to Contractor. SECTION 7 - COST OF THE WORK
7.1 EXPENSES INCLUDED IN THE COST OF THE WORK
The Cost of the Work will include only the costs set forth in this Section 7.1 incurred by Contractor in performing the Work, subject to the exclusions set forth in Section 7.2 and the credits set forth in Section 7.3. A. Labor costs:
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1. Actual wages of construction workers directly employed by and as employees of Contractor (not independent contractors) to perform the Work at the Project Site or, with Owner's approval, at off-site workshops. 2. Wages of Contractor's supervisory and administrative personnel (project managers, superintendents, engineers, coordinators, schedulers and accountants, and other clerical staff), but only for time devoted solely to the Project and recorded on time sheets.
3. Costs paid or incurred by Contractor for taxes, insurance, contributions, assessments and benefits required by law or collective bargaining agreements and, for personnel not covered by such agreements, customary benefits such as sick leave, medical and health benefits, holidays, vacations and pensions, provided such costs are based on wages and salaries included in the Cost of the Work under Section 7.1, Paragraph A., subparagraphs 1 and 2.
B. Subcontract costs: 1. Payments made for the Work by Contractor to Subcontractors in accordance with the requirements of the relevant subcontracts.
2. Costs incurred by Contractor in taking over, in whole or in part, the work of a Subcontractor or replacing a Subcontractor for cause. C. Cost of materials and equipment incorporated in the Work:
1. Cost, including transportation, of materials and equipment incorporated or to be incorporated in the Work.
2. Cost of materials described in Section 7.1, Paragraph C., subparagraph 1 in excess of those actually installed but required to provide reasonable allowance for waste and spoilage. (Cost for excess materials beyond those needed for such reasonable allowance are not a Cost of the Work). D. Costs of other materials, equipment, temporary facilities and related items:
1. Reasonable costs for transportation, installation, maintenance, dismantling and removal of materials, supplies, temporary facilities, machinery, equipment, and hand tools not customarily owned by the construction workers, which are provided by Contractor at the Project Site and fully consumed in the performance of the Work; and the cost less salvage value on such items if not fully consumed, whether sold to others or retained by Contractor. The cost of items previously used by Contractor will be their fair market value. 2. Rental charges for temporary facilities, machinery, equipment, and hand tools not customarily owned by the construction workers, which are provided by Contractor at the Project Site, whether rented from Contractor or others, and costs of transportation, installation, minor repairs and replacements, dismantling and removal thereof. The quantities of and rates for such equipment rented will be subject to Owner's approval in advance. Rental rates will not exceed the prevailing rental rates in the Project locale for similar equipment. In addition, in no event shall the rental rates for Contractor-owned equipment be more than seventy-five percent (75%) of the yearly, monthly, or daily rates, as applicable, established in the current edition of Rental Rate Blue Book or seventy-five percent (75%) of the prevailing yearly, monthly, or daily rental rates, as applicable, in the locale, whichever is lowest. 3. Costs of removal of debris from the Project Site. 4. Costs of postage, parcel delivery, land line telephone service at the Project Site, reasonable petty cash expenses of the Project Site office, and copy machine services at the Project Site. (Computer, internet, network and cellular phone charges may be included as a Cost of the Work only as approved by the Owner in writing prior to the start of Work). 5. The reasonable travel and subsistence expenses of Contractor's personnel incurred while traveling more than 100 miles from the Contractor’s nearest office in the discharge of duties relating to the Work as agreed to in advance by Owner in writing. Reimbursement for air travel shall be at the lowest basic fare only.
E. Miscellaneous costs:
1. That portion of Contractor’s premiums for insurance and bonds required by the Contract Documents and directly attributable to the Work but not benefitting any other project. (Contractor will not be entitled to a Contractor’s Fee on these costs.) 2. Privilege, sales, use or similar taxes imposed by a governmental authority which are related to the Work, including without limitation use tax on Owner provided materials which are installed by Contractor.
3. Fees or assessments for permits, licenses and inspections which are related to the Work. (Contractor will not be entitled to a Contractor’s Fee on these costs.)
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4. Cost of tests except those costs which result from the fault or negligence of Contractor or anyone for whom Contractor is liable or from Contractor’s failure to perform its obligations under the Contract Documents. 5. Royalties and license fees paid for the use of a particular design, process or product required by the Contract Documents. 6. Deposits lost for causes other than Contractor's fault or negligence. (Contractor shall submit to Owner a list of refundable and lost deposits with each pay request.)
7. Legal, mediation and arbitration costs, other than those arising from disputes between Owner and Contractor, approved in advance in writing by Owner and reasonably incurred by Contractor in the performance of the Work. 8. Other costs incurred in the performance of the Work to the extent approved in advance in writing by Owner. 9. Costs incurred by Contractor in taking action to prevent threatened damage, injury or loss in case of an emergency affecting the safety of persons or property, as provided in Section 11.3 so long as such emergency was not caused by Contractor or any entity for whose acts Contractor is liable.
7.2 EXPENSES NOT INCLUDED IN THE COST OF THE WORK Notwithstanding Section 7.1, the following expenses will not be included in the Cost of the Work: A. Salaries and other compensation of Contractor's personnel stationed at Contractor's principal office or offices other than the Project Site office, except personnel providing support for the Work pursuant to Section 7.1.
B. Expenses of Contractor's principal office and offices other than the Project Site office.
C. Overhead and general expenses, except as may be expressly included in Section 7.1. D. Incentive plans such as profit sharing and/or bonuses paid by Contractor voluntarily for any reason or that include a vesting schedule. E. Incentive awards of any kind, unless approved in advance by Owner based upon a benefit to the Project.
F. Training costs, whether or not associated with the Project, unless approved in advance in writing by the Owner based upon a benefit to the Project. G. Contractor's capital expenses, including interest on Contractor's capital employed for the Work. H. Rental costs of machinery and equipment, except as specifically provided in Section 7.1, Paragraph D, subparagraph 2.
I. All costs incurred in repairing or correcting Defective or damaged Work or other work or property of the Owner or other contractors or entities.
J. Costs resulting from Contractor’s failure to perform any of its obligations to Owner set forth in the Contract Documents including without limitation liquidated damages. K. Costs of food or refreshments for construction meetings or in association with the Project, unless approved in advance by the Owner based upon a benefit to the Project.
L. Deductible amounts under all insurance.
M. Any type of loss that would be covered by a builders risk insurance policy. N. Costs incurred in uncovering work covered prior to giving the notice required under Section 13.1. O. Any premium or additional cost resulting from “overtime” or “holiday” labor, unless agreed to in advance in by Owner. P. Any cost not specifically and expressly described in Section 7.1.
Q. All costs which would cause the Contract Sum to exceed the Guaranteed Maximum Price.
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7.3 DISCOUNTS, REBATES, REFUNDS AND PROCEEDS OF SALES
A. Cash discounts, trade discounts, rebates, refunds and the proceeds from sale of excess materials and equipment will be treated as follows: 1. Cash discounts obtained on payments made by Contractor will accrue to Owner if (1) before making the payment, Contractor included them in a payment request and received payment therefor from Owner, or (2) Owner has deposited funds with Contractor with which to make payments; otherwise, cash discounts will accrue to Contractor. 2. Trade discounts, rebates, refunds and proceeds from sales of excess materials and equipment will accrue to Owner, and Contractor will make provisions so that they can be secured. B. Amounts which accrue to Owner in accordance with the provisions of Section 7.3, Paragraphs A. and B. will be credited to Owner as a deduction from the Cost of the Work.
7.4 ALLOWANCES A. Contractor shall include in the Guaranteed Maximum Price all allowance items shown in the Contract Documents. Allowance items shall be supplied by and for such amounts as may be directed by Owner, but Contractor shall not be required to employ any person against whom Contractor has a reasonable objection. Allowance amounts shall include both labor and material costs. B. If the actual cost of performing an allowance item is less than the allowance amount for that item, Owner shall be entitled to the savings resulting therefrom and the Guaranteed Maximum Price will be reduced by a Change Order in the amount of such savings. If the actual cost of performing an allowance item is greater than the allowance amount for that item, the Guaranteed Maximum Price will be increased by a Change Order in the amount of the increased cost of performing the allowance item. SECTION 8 - CHANGES IN THE WORK 8.1. CHANGES IN THE WORK RESULTING FROM AN INSTRUCTION BY OWNER OR CONSULTANT TO CONTRACTOR
A. If Owner or Consultant gives Contractor an instruction which modifies the requirements of the Contract Documents or delays Substantial Completion, Contractor or Owner may be entitled to an adjustment in the Guaranteed Maximum Price and/or the Contract Time. If compliance with the instruction will affect the cost to Contractor to perform the Work, the Guaranteed Maximum Price will be adjusted to reflect the reasonable net increase or decrease in the Cost of the Work, subject to the conditions set forth in Section 8.1, Paragraphs B through G. If compliance with the instruction will delay Substantial Completion, the Contract Time will be extended for a period of time commensurate with such delay subject to the conditions set forth in Section 8.1, Paragraphs B through G and Section 8.3. B. If Contractor receives an instruction from Owner or Consultant which Contractor considers to be a Change in the Work, Contractor, before complying with the instruction, will notify Consultant in writing that Contractor considers such instruction to constitute a Change in the Work. If Consultant agrees that compliance with the instruction will constitute a Change in the Work, Contractor will furnish a proposal for a Modification in accordance with Section 8.1, Paragraphs C. and D. within ten (10) days.
C. If Contractor claims that it is entitled to an adjustment in the Guaranteed Maximum Price (including without limitation costs related to a time extension) as a result of an instruction by Owner or Consultant, Contractor will furnish a proposal for a Change Order containing a price breakdown itemized as required by Owner. The break down will be in sufficient detail to allow Owner to determine any increase or decrease in the Cost of the Work as a result of compliance with the instruction. Any amount claimed for Subcontractors will be supported by a similar price breakdown and will itemize the Subcontractor’s Direct Costs, profit and overhead charges resulting from the Change in the Work. Profit and overhead will be subject to the following limitations: 1. The Subcontractor’s profit and overhead will not exceed twelve percent (12%) of Subcontractor’s Direct Costs on work performed. Subcontractor’s profit and overhead will not exceed five (5) percent on work performed by its sub-subcontractors.
2. Contractor's profit and overhead on work performed by its own crews will not exceed ten percent (10%) of its Direct Costs for such work.
3. Contractor's mark up on changes to the Work will be the fee percentage stated in the Agreement. 4. Amounts due Owner as a result of a credit change will be the actual net decrease in the Contractor’s Costs of the Work to perform the Work as a result of the Change in the Work. Overhead and profit for the Change Order will be calculated based on the net increase or decrease in Contractor’s Costs of the Work resulting from the Change in the Work. D. If Contractor claims that it is entitled to an adjustment in the Contract Time as a result of an instruction from Owner or Consultant, Contractor will include in its proposal justification to support Contractor's claim that compliance with the instruction will delay Substantial Completion.
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E. Upon receipt of Contractor’s proposal for Modification, Consultant and Owner will determine whether to proceed with the Change in the Work. If Consultant and Owner determine to proceed with the Change in the Work, they will issue a Change Order, a Construction Change Directive or a Field Change as appropriate. F. Contractor agrees that if it complies with an instruction from Owner or Consultant without first giving written notice to Consultant as provided in Section 8.1., Paragraph B, and receiving a Change Order, Construction Change Directive or Field Change, Contractor will not be entitled to any adjustment in the Guaranteed Maximum Price or the Contract Time as a result of the instruction and waives any claim therefor. G. If Contractor is instructed to perform work which it claims constitutes a Change in the Work but which Owner and Consultant do not agree constitutes a Change in the Work, Contractor will comply with the instruction. Contractor may submit its claim for adjustment to the Guaranteed Maximum Price, the Contract Time, or both as a dispute pursuant to Section 14 within thirty (30) Days after compliance with the instruction. Contractor agrees that if it fails to submit its claim for resolution pursuant to Section 14 within thirty (30) Days after compliance with the instruction, then Contractor will not be entitled to any adjustment in the Guaranteed Maximum Price or the Contract Time as a result of the instruction and waives any claim therefor. H. Contractor is responsible for submitting accurate cost and pricing data to support its Change Order proposals. Contractor acknowledges that during performance of the Work, there may not be sufficient time for Owner to verify Contractor’s data supporting a Change Order proposal. Owner will have the right during performance of the Work and for a period of three (3) years after final payment to examine Contractor’s books and records to verify the accuracy and appropriateness of the pricing data used to price Change Order proposals. If Contractor has not submitted accurate cost and pricing data or has priced Change Order proposals inconsistent with the requirements of the Contract Documents, Contractor will refund to Owner any amounts over and above those allowed under the Contract Documents, irrespective of whether Owner has approved and/or signed a Change Order based upon the inaccurate or improper cost and pricing data.
8.2. CHANGES IN THE WORK RESULTING FROM AN EVENT OR CIRCUMSTANCE A. If an event or circumstance other than an instruction from Owner or Consultant affects the cost to Contractor of performing the Work or delays Substantial Completion, Contractor may be entitled to an adjustment in the Guaranteed Maximum Price and/or the Contract Time. If the circumstance or event affects the cost to Contractor to perform the Work and is caused by a willful or negligent act or omission of Owner or Consultant or an Unforeseen Subsurface Condition, the Guaranteed Maximum Price will be adjusted to reflect the reasonable increase or decrease in the Cost of the Work resulting from the event or circumstance, subject to the conditions set forth in Section 8.2, Paragraphs B through F. If the event or circumstance delays Substantial Completion and is described in Section 8.3, Paragraph A, the Contract Time will be extended for a period of time commensurate with such delay subject to the conditions set forth in such section. Contractor will not be entitled to any adjustment to the Guaranteed Maximum Price from Owner as a result of any event or circumstance unless the event or circumstance results from a willful or negligent act or omission of Owner or Consultant or an Unforeseen Subsurface Condition. B. If a Change in the Work results from any event or circumstance caused by the willful or negligent act or omission of Owner or Consultant or an Unforeseen Subsurface Condition, Contractor will give Owner Written Notice of such event or circumstance within twenty-four (24) hours after commencement of the event or circumstance so that Owner can take such action as is necessary to mitigate the effect of the event or circumstance. Contractor will not be entitled to any adjustment in either the Contract Time or the Guaranteed Maximum Price based on any damages or delays resulting from such event or circumstance during a period more than twenty-four (24) hours prior to Contractor giving such Written Notice to Owner. C. Contractor will submit in writing any claims for an adjustment in the Contract Time and/or the Guaranteed Maximum Price resulting from an event or circumstance within the time limits set forth below. In the event that Contractor fails to submit its claim in writing within the time limits set forth below, then Contractor agrees it will not be entitled to any adjustment in the Contract Time or the Guaranteed Maximum Price or to any other damages from Owner due to the circumstance or event and waives any claim therefor. 1. Claims for an adjustment in the Contract Time due to Adverse Weather will be made by the tenth of the month following the month in which the delay occurred.
2. Claims for an adjustment in the Contract Time and/or the Guaranteed Maximum Price due to any other circumstance or event will be submitted within seven (7) Days after the occurrence of the circumstance or event. D. If Contractor claims that it is entitled to an adjustment in the Guaranteed Maximum Price (including without limitation costs related to a time extension) because of an event or circumstance resulting from the willful or negligent act or omission of Owner or Consultant or an Unforeseen Subsurface Condition, Contractor will furnish a proposal for a Change Order containing a price breakdown as described in Section 8.1, Paragraph C. Any amount claimed for increased labor costs as a result of the event or circumstance must be supported by payroll documentation. Any claim for rented equipment or additional material costs must be supported by invoices. E. If Contractor claims that it is entitled to an adjustment in the Contract Time as a result of an event or circumstance caused by the willful or negligent act or omission of Owner or Consultant or an Unforeseen Subsurface Condition, Contractor will include with its claim copies of daily logs, letters, shipping orders, delivery tickets, Project schedules, and other supporting information necessary to justify Contractor’s claim that such delayed Substantial Completion.
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F. Within thirty (30) Days after receipt of Contractor's claim, Consultant will either deny the claim or recommend approval to Owner. If Owner approves the claim, the adjustment in the Contract Time and/or Guaranteed Maximum Price will be reflected in a Change Order pursuant to Section 8.5 or a Construction Change Directive pursuant to Section 8.6. If Owner or Consultant denies Contractor's claim, Contractor may submit its claim as a dispute pursuant to Section 14 within thirty (30) Days of receipt of the denial of the claim. If Contractor fails to submit its claim for resolution pursuant to Section 14 within the thirty (30) Day time period, then Contractor agrees it is not entitled to any adjustment in the Contract Time and/ or Guaranteed Maximum Price or any other damages as a result of the event or circumstance and waives any claim therefor. 8.3. EXTENSIONS OF TIME A. If Substantial Completion of the Project is delayed because of any of the following causes, then the Contract Time will be extended by Change Order for a period of time equal to such delay:
1. Labor strikes or lock-outs;
2. Adverse Weather; 3. Unusual delay in transportation;
4. Unforeseen governmental requests or requirements; 5. A Change in the Work resulting from an instruction by Owner or Consultant to Contractor subject to the conditions set forth in Section 8.1.;
6. Unforeseen Subsurface Condition; or 7. Any other event or circumstance caused by the willful or negligent act or omission of Owner or Consultant. B. Contractor will not be entitled to any compensation for delay described in Section 8.3, Paragraph A, subparagraphs 1, 2, 3 and 4. C. In no event will any time extension or cost adjustment be given on account of delay which reasonably should have been anticipated by the Contractor or in circumstances where performance of the Work is, was, or would have been, delayed by any
other cause for which the Contractor is not entitled to an extension. 8.4. DOCUMENTATION OF CHANGES IN THE WORK Every Change in the Work will be documented by a Change Order, a Construction Change Directive or a Field Change. If Owner, Consultant and Contractor reach agreement regarding the adjustment in the Guaranteed Maximum Price, if any, and the adjustment in the Contract Time, if any, resulting from a Change in the Work, then the parties will execute a Change Order pursuant to Section 8.5. If Owner, Consultant and Contractor cannot reach agreement regarding the adjustment in Guaranteed Maximum Price or the adjustment in Contract Time resulting from a Change in the Work, then Owner and Consultant will issue a Construction Change Directive pursuant to Section 8.6. Field Changes require the agreement of Owner, Consultant and Contractor. 8.5. CHANGE ORDERS
Contractor's signature upon a Change Order is Contractor's acknowledgment that it is not entitled to any additional adjustment in the Guaranteed Maximum Price or the Contract Time or any other damages or compensation as a result of the Change in the Work other than that provided for in the Change Order, irrespective of whether a subsequent claim for additional compensation or time extensions relating to the Change in the Work is described as a change in the requirements of the Contract Documents, a delay, a disruption of the Work, an acceleration of the Work, an impact on the efficiency of performance of the Work, an equitable adjustment, or other claim and irrespective of whether the impact of the Change in the Work is considered singly or in conjunction with the impact of other Changes in the Work. 8.6. CONSTRUCTION CHANGE DIRECTIVES A. Contractor will promptly comply with all Construction Change Directives. B. Pending final resolution of any adjustment in the Guaranteed Maximum Price or Contract Time relating to a Construction Change Directive, the amounts proposed by Owner in the Construction Change Directive may be included in Contractor's payment requests once the work relating thereto is completed. C. If after the work described in the Construction Change Directive is completed, Owner, Consultant, and Contractor reach agreement on any adjustments in the Guaranteed Maximum Price and Contract Time, such agreement will be reflected in an appropriate Change Order.
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D. If the parties do not reach agreement regarding an adjustment to the Guaranteed Maximum Price, Contract Time, or both relating to the Construction Change Directive within thirty (30) Days of the completion of the work described therein, then Contractor may submit its claim for an adjustment pursuant to Section 14 within thirty (30) Days of the completion of such work. Contractor agrees that if it fails to submit its claim for resolution pursuant to Section 14 within thirty (30) Days of completion of the work described in the Construction Change Directive, then it will not be entitled to an adjustment in the Guaranteed Maximum Price or Contract Time resulting from such work except as set forth in the Construction Change Directive and waives any claim therefor.
8.7. FIELD CHANGES Consultant, Owner and Contractor will sign a Field Change order listing the Change In the Work before Contractor proceeds with the Field Change. 8.8. WAIVER OF CLAIMS Except as set forth in this Section 8, Contractor will not be entitled to any adjustment in the Guaranteed Maximum Price or the Contract Time or for any damages of any kind whatsoever resulting from an instruction from Owner or Consultant, any event or circumstance, or any act or omission of Owner or Consultant, and Contractor expressly waives any and all claims therefor. SECTION 9 - TIME
9.1. TIME IS OF THE ESSENCE
All time limits stated in the Contract Documents are of the essence. By executing the Agreement, Contractor confirms that the Contract Time is a reasonable period for performing the Work. Contractor will proceed expeditiously with adequate resources and will achieve Substantial Completion within the Contract Time. 9.2. COMMENCEMENT OF THE WORK
Contractor will not commence work on the Project Site until the date set forth in the Written Notice to proceed. However, Contractor may enter into subcontracts and secure material for the Project after receipt of the Agreement with Owner's authorized signature. Owner will issue the Written Notice to proceed within forty-five (45) Days after Owner receives acceptable bonds and evidence of insurance pursuant to Section 12 unless Owner earlier terminates the Agreement pursuant to Section 15. 9.3. SUBSTANTIAL COMPLETION OF THE WORK
A. When Contractor believes it has achieved Substantial Completion of the Work (including having procured a temporary or permanent certificate of occupancy), it will provide Written Notice thereof to Owner and Consultant. Owner and Consultant will thereafter inspect the Work to determine if Contractor has achieved Substantial Completion of the Work. If so, Consultant shall issue a Certificate of Substantial Completion. B. At the time Consultant certifies that Contractor has achieved Substantial Completion, Consultant will identify the remaining items to be completed for final completion of the Work and will establish with Contractor a reasonable time for completion of those items. Consultant will set forth the items to be completed and the time established for their completion in the Certificate of Substantial Completion.
9.4. DELAY IN COMPLETION OF THE WORK A. For each Day after the expiration of the Contract Time that Contractor has not achieved Substantial Completion, Contractor will pay Owner the amount set forth in the Agreement as liquidated damages for Owner's loss of use of the Project and the added administrative expense to Owner to administer the Project during the period of delay. In addition, Contractor will reimburse Owner for any additional consultant fees, attorney fees, expert fees, copy costs, and other expenses incurred by Owner as a result of the delay. The parties have agreed on this liquidated damages provision because actual damages which will result from a delay in Substantial Completion cannot readily be ascertained at the time of execution of the Agreement and the parties wish to fix such damages as a their reasonable estimate of such actual damages, and not as a penalty. Owner may deduct any liquidated damages or reimbursable expenses from any money due or to become due to Contractor. If the amount of liquidated damages and reimbursable expenses exceeds any amounts due to Contractor, Contractor will pay the difference to Owner within ten (10) Days after receipt of a written request from Owner for payment B. For each Day that Contractor exceeds the time allowed for completion of the remaining items set forth in the Certificate of Substantial Completion, Contractor will pay to Owner as liquidated damages for additional administrative expenses the amount set forth in the Agreement. In addition, Contractor will reimburse Owner for any additional Consultant's fees, attorney fees, expert fees, consultant fees, copy costs, and other expenses incurred by Owner as a result of the delay in completing such items.
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SECTION 10 - PAYMENTS AND COMPLETION 10.1. SCHEDULE OF VALUES Contractor will submit to Consultant and Owner with its signed Agreement the Schedule of Values on a form approved by Owner. The Schedule of Values will be supported by any other data required by Owner to substantiate its accuracy and will be the basis for Contractor's payment requests. Specific allowance line item amounts will not be transferred from one line item to another without Owner’s consent. All contingency will be identified as line item amount and will be included in the Guaranteed Maximum Price. Contingency will not be used without Owner’s consent.
10.2. PAYMENT REQUESTS A. No more than once a month, Contractor will submit to Consultant and Owner a payment request on a form approved by Owner for Work completed, materials stored on the Project Site, and materials stored off-site in a bonded warehouse approved by Owner, as of the date of the payment request. (If and as often as requested by Owner, Contractor will assist Owner in visiting the bonded warehouse and validating items in the bonded warehouse.) The amount of the payment request will be based upon the Schedule of Values submitted by Contractor and will be equal to:
1. The Cost of the Work incurred by Contractor as of the last day of the prior calendar month. (Contractor will provide with the
payment request supporting documentation in an electronic format approved by Owner, including Contractor’s Project cost ledger, payroll records, invoices, Subcontractor payment applications, and any other documents reasonably requested by Owner or Consultant.) 2. Plus the Contractor's Fee for the Work completed. 3. Less retention amounts specified in the Contract Documents. 4. Less all prior amounts paid by Owner to Contractor as part of the Contract Sum.
5. Less allowable offsets.
The payment request may include Changes in the Work that have been performed by Contractor and authorized by Owner and/or Consultant pursuant to Section 8. If a payment request includes materials stored offsite, Contractor will include with the payment request a list of the materials, the material vendor’s invoices to Contractor, the location where they are stored and the written request of Contractor and its performance bond surety that payment be made for such materials.
B. Contractor warrants and guarantees that upon the receipt of payment for materials and equipment, whether incorporated in the Project or not, title to such materials and equipment will pass to Owner free and clear of all liens, claims, security interests, or encumbrances. Notwithstanding this payment and passage of title, Contractor will remain responsible for all such materials and equipment until actual delivery to the Project Site, incorporation into the Work and final acceptance by Owner. Contractor further warrants that no material or equipment covered by a payment request is subject to an agreement under which an interest therein or an encumbrance thereon is retained by the seller or any other person or entity.
10.3. PAYMENT REQUEST CERTIFICATION A. Consultant will, within seven (7) Days after receipt of Contractor's payment request, forward to Owner the payment request certified for such amount as Consultant determines is properly due. If Consultant certifies less than the full amount of the payment request, Consultant will notify Contractor and Owner of Consultant's reasons for withholding certification of the full amount requested.
B. The certification of the payment request will constitute a representation by Consultant to Owner based upon Consultant's observations at the Project Site and the data comprising the payment request, that the Work has progressed to the point indicated and that, to the best of Consultant's knowledge, information, and belief, the quality of the Work is in accordance with the Contract Documents. The foregoing representations are subject to an evaluation of the Work for conformance with the Contract Documents upon Substantial Completion, to results of subsequent tests and inspections, to minor deviations from the Contract Documents correctable prior to completion, and to specific qualifications expressed by Consultant. However, the certification of the payment request will not constitute a representation that Consultant has: 1. Conducted exhaustive or continuous on-site inspections to check the quantity or quality of the Work; 2. Reviewed construction means, methods, techniques, sequences, or procedures; 3. Reviewed copies of requisitions received from Subcontractors or other data requested by Owner to substantiate Contractor's right to payment; or
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4. Made examination to ascertain how or for what purpose Contractor has used money previously paid on account of the Contract Sum. C. In taking action on Contractor’s payment request, Owner will be entitled to rely on the accuracy and completeness of the information furnished by Contractor. 10.4. DECISIONS TO WITHHOLD CERTIFICATION AND PAYMENT
A. Consultant may withhold certification of a payment request in whole or in part to the extent reasonably necessary to protect Owner if, in the opinion of Consultant, the representations to Owner required by Section 10.3, Paragraph B cannot be accurately made. If Consultant is unable to certify payment in the amount of the payment request, Consultant will notify Contractor and Owner as provided in Section 10.3, Paragraph A. If Contractor and Consultant cannot agree on a revised amount, Consultant will promptly certify a payment request for the amount for which Consultant is able to make such representations to Owner. Consultant may also decide not to certify payment or, because of subsequently discovered evidence or subsequent observations, may nullify the whole or a part of a payment request previously certified, to such extent as may be necessary in Consultant's opinion to protect Owner from loss because of: 1. Defective Work not remedied; 2. Third-party claims filed or reasonable evidence indicating probable filing of such claims;
3. Failure of Contractor to make payments properly to Subcontractors for labor, materials, equipment, construction or services;
4. Reasonable evidence that the Work cannot be completed for the unpaid balance of the Guaranteed Maximum Price; 5. Damage to Owner or another contractor for which Contractor is responsible; 6. Reasonable evidence that the Work will not be completed within the Contract Time and that the unpaid balance will not be adequate to cover the cost of completing the Work and damages for the anticipated delay; or
7. Contractor's persistent failure to carry out the Work in accordance with the Contract Documents.
B. Owner reserves the right to withhold payments to Contractor, subsequent to Consultant's certification of any payment request, in order to protect Owner from loss due to any condition described in Section 10.4, Paragraph A. Upon satisfactory resolution of any such conditions, payments so withheld will be made.
10.5. PROGRESS PAYMENTS
A. Owner will pay Contractor progress payments within the parameters of Sections 10.2 through 10.4 within thirty (30) Days after:
1. Contractor has submitted a progress payment request; 2. Contractor has obtained conditional waiver and release upon progress payment documents executed by each of the subcontractors performing work and/or providing materials covered by the Contractor’s progress payment request; and 3. Owner receives the certified payment request from Consultant.
B. Owner will make payments to Contractor by either placing the payments in the mail addressed to Contractor or by electronic transfer at Owner’s discretion. C. Upon receipt of any payment from Owner, Contractor will pay to each Subcontractor the amount paid to Contractor on account of such Subcontractor's portion of the Work. D. Contractor will maintain a copy of each payment request at the Project Site for review by the Subcontractors.
E. No payment made under the Contract Documents, either in whole or in part, will be construed to be an acceptance of defective or improper materials or workmanship. F. Owner may withhold 5% retention from each payment request. G. Contractor will pay any unpaid retention, less any amounts withheld pursuant to Section 10.4 or other offsets, within thirty (30) Days after Contractor achieves Substantial Completion, submits its payment request for retained funds, delivers to Consultant Contractor’s Substantial Completion Affidavit and Consent of Surety fully executed by Contractor and its surety, and obtains Waiver and Release documents executed by all subcontractors and suppliers having claim against the retained funds, and Owner receives a certificate of occupancy.
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10.6. FINAL PAYMENT
A. Upon completion of the Work including all of the remaining items of Work identified in the Certificate of Substantial Completion, Contractor will give written notice of the same to Consultant and provide Consultant with Contractor’s final payment request. Upon receipt of such notice and payment request, Consultant will promptly inspect the Work. If the Consultant finds that the Work (including all remaining items of Work identified in the Certificate of Substantial Completion) has been completed in accordance with the Contract Documents, Consultant will certify the final payment request. Following such certification, Contractor will submit to Owner its final accounting of the Cost of the Work together with its final cost ledgers in an electronic format approved by Owner. Owner's accountants will review and report in writing to the Contractor their comments on Contractor's final accounting within thirty (30) Days after delivery of the final accounting to Owner by Contractor. B. If Owner's accountants report the Cost of the Work as substantiated by Contractor's final accounting to be less than claimed by Contractor, Contractor will be entitled to submit the matter as a dispute pursuant to Section 14. Contractor will make such submission within thirty (30) Days after Contractor's receipt of the report from Owner’s accountants. If Contractor does not submit the matter as a dispute within said thirty (30) day period, the final Cost of the Work will be as determined by Owner’s accountants. Pending a final resolution of the dispute, Owner will pay Contractor the amount established by Owner’s accountants. C. Owner will make full and final payment within thirty (30) Days of the completion of all of the following requirements:
1. Consultant has declared to Owner in writing that the Work is complete;
2. Contractor has obtained and provided to Owner a permanent certificate of occupancy; 3. Contractor has obtained and provided to Consultant conditional or unconditional releases or waivers of lien from all Subcontractors performing work and/or providing labor, materials, or equipment for the Project;
4. Contractor has submitted to Owner Contractor’s final accounting for the Cost of the Work and Contractor’s final payment request as set forth in Section 10.6, Paragraph A.;
5. Owner’s accountants have reviewed and approved Contractor’s final accounting for the Cost of the Work; 6. Contractor has submitted to Owner the Contractor’s final payment request; and 7. Contractor has provided Owner with documentation (including final invoices) reconciling actual costs of insurance and bonds with the original estimates of such costs. 8. Contractor has collected and provided to Owner all manufacturers’ and other guaranties and warranties, properly signed and endorsed to Owner, that are required by the Contract Documents that extend for a period beyond one year after substantial completion. (Delivery of such guaranties and warranties will not relieve Contractor for any obligation assumed under any other provision of the Contract Documents.)
D. The amount of the final payment will be calculated as follows:
1. Take the Cost of the Work which Owner’s accountants have determined is substantiated by Contractor's final accounting and Contractor's Fee, but not more than the Guaranteed Maximum Price; 2. Subtract the aggregate of previous payments made by Owner; and 3. Subtract the amount of any withholdings pursuant to Section 10.4 and other offsets that Contractor owes to Owner. E. If the aggregate of previous payments made by Owner exceeds the amount due Contractor, Contractor will reimburse the difference to Owner within ten (10) Days after receipt of Written Notice from Owner requesting such payment.
F. Acceptance of final payment by Contractor or any Subcontractor will constitute a waiver of claims by the payee except for those claims previously made in writing pursuant to Section 8 and identified by Contractor in its affidavit as still pending. 10.7. AUDIT RIGHTS
A. Contractor will keep full and detailed accounts of all expenses incurred in performing the Work and exercise such controls as may
be necessary for proper financial management under the Contract Documents. The accounting and control systems will be satisfactory to Owner. Owner and Owner's accountants will be afforded access to Contractor's records, books, correspondence, instructions, drawings, receipts, Subcontractor files, purchase orders, vouchers, memoranda and other data relating to the Work. Contractor will preserve these documents for a period of three (3) years after final payment.
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B. Owner shall have the right during performance of the Work and for a period of three (3) years from the date of final payment, to audit all of Contractor’s books and records relating to any Cost of the Work and/or Change Orders relating to the Project. Such books and records include contracts, invoices, payment requests, accounts receivable documents, accounts payable documents, payroll records, time cards, leases, Subcontractor files, communications, ledgers, and any other documents relating to the Project. Contractor shall provide Owner’s employees, auditors and consultants full and complete access to such books and records during such time upon at least three (3) business days’ notice. Contractor shall permit Owner’s representatives to make copies of such books and records. C. In the event that Owner’s audit reveals that Contractor has been paid more than it is entitled to under the Contract Documents, Contractor shall refund to Owner the overpayment within ten (10) days after receipt of a demand for payment. If the amount of the overpayment exceeds one percent (1%) of the final Cost of the Work, Contractor shall also reimburse Owner for the cost of conducting the audit within ten (10) Days after receipt of the demand for payment. SECTION 11 - PROTECTION OF PERSONS AND PROPERTY 11.1. SAFETY PRECAUTIONS AND PROGRAMS Contractor will be responsible to Owner for initiating and supervising all safety programs in connection with the performance of the Work.
11.2. SAFETY OF PERSONS AND PROPERTY A. Contractor will take reasonable precautions in the performance of the Work to prevent damage, injury, or loss to the Work, persons and property. B. Contractor will give notices and comply with applicable laws, ordinances, rules, regulations, and other lawful requirements of public authorities bearing on the safety or protection of persons and property. No Work will be performed that may pose an undue safety hazard to Contractor, Contractor’s employees, or any other person. Contractor will immediately give Written Notice to Owner and Consultant of any injury to persons or property on the Project Site.
C. Contractor will designate a responsible member of its organization at the Project Site whose duty will be the prevention of accidents. This person will be Contractor's on-Site superintendent unless otherwise designated in writing by Contractor to Owner and Consultant. 11.3. EMERGENCIES In case of an emergency endangering life or threatening the safety of any person or property, Contractor may, without waiting for specific authorization from Consultant or Owner, act at its own discretion to safeguard persons or property. Contractor will immediately notify Consultant and Owner of such emergency action and make a full written report to Consultant and Owner within five (5) days after the event.
11.4. HAZARDOUS MATERIALS In the event Contractor encounters on the Site material reasonably believed to be hazardous materials which have not been rendered harmless, Contractor shall immediately stop work in the area affected by the materials and report the condition in writing to Owner and Consultant. Work in the affected area shall not be resumed until the materials have been removed or otherwise rendered harmless and the Owner and Consultant have approved recommencement of work in the affected area.
11.5. OTHER SAFETY PROVISIONS A. When use or storage of explosives or other hazardous materials or equipment or unusual methods are necessary for execution of the Work, Contractor shall exercise utmost care and carry on such activities only under the supervision of properly qualified personnel.
B. Contractor shall not load or permit any part of the Work or Project Site to be loaded so as to make it unsafe.
C. Contractor shall be responsible for the proper delivery, handling, application, storage, removal and disposal of all materials and substances brought to the Project Site. Contractor shall maintain at the Project Site material safety data sheets as required by law for the use of Owner, Subcontractors and others, regardless of who obtained the sheets.
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SECTION 12 - INSURANCE AND BONDS 12.1. CONTRACTOR'S INSURANCE A. Contractor will obtain the following insurance and provide evidence thereof as described below prior to commencement of the Work or within ten (10) Days after signing the Agreement, whichever is earlier:
1. Workers Compensation Insurance;
2. Employers Liability Insurance with limits of not less than: $1,000,000 Employers Liability Each Accident, $1,000,000 Employers Liability Disease - Each Employee, $1,000,000 Employers Liability Disease - Policy Limit. 3. Commercial General Liability Insurance – ISO Form CG 00 01 (12/07) or equivalent occurrence policy which will provide primary coverage to the additional insureds (the Owner and the Consultant, if any) in the event of any occurrence, claim, or suit with: a. Limits of the greater of Contractor’s actual coverage amounts or the following: 1) Each Occurrence $1,000,000 2) Personal and Advertising Injury $1,000,000 3) General Aggregate $2,000,000 4) Medical Expense (any one person) $5,000 5) Products – Comp/OPS Aggregate $2,000,000
b. Endorsements attached thereto including the following or their equivalent: 1) ISO Form CG 25 03 (05/09), Amendment of Limits of Insurance (Designated Project or Premises), describing the Project and specifying that the General Aggregate limits as shown above applies to the Project. 2) ISO Form CG 20 10 (07/04), Additional Insured –Owners, Lessees, or Contractors – Scheduled Person or Organization, naming the Owner and Consultant, if any, as additional insureds. 3) ISO Form CG 20 01 (04/13), Primary and Noncontributory, in favor of the Owner.
4. Automobile Liability Insurance, with: a. Limits of not less than $1,000,000.00 Combined Single Limit each accident; and b. Coverage applying to "Any Auto" or equivalent to all owned autos, hired autos, and non-owned autos.
5. Umbrella Liability Insurance to follow form and with coverage at least as broad as the underlying commercial general liability insurance, automobile liability insurance, and employers liability insurance policies described above. The limits of this insurance will be the greater of Contractor’s actual coverage or $5,000,000 per occurrence and in the aggregate. The Owner and Consultant, if any, are to be included as additional insureds under this umbrella policy. 6. Builder’s Risk Insurance Policy – ISO Form CP 00 20 (06/07) Builders Risk Coverage, ISO Form CP 10 30 (06/07) Causes of Loss – Special Form, including coverage for flood, or equivalent insurance forms, with the following: a. Limits of insurance in the amount of the Guaranteed Maximum Price.
b. Coverage for materials stored at temporary storage locations and materials in transit.
c. Owner and subcontractors included as additional named insureds. d. Deductible of not less than $5,000 per occurrence, which will be the responsibility of the Contractor (and will not be included in the Cost of the Work or be a reimbursable expense). e. Policy will be primary coverage to other property insurance.
B. Contractor will provide evidence of such insurance to Owner as follows: 1. Deliver to Owner a Certificate of Insurance on ACORD 25 (2010/05) or equivalent: a. Listing Owner as Certificate Holder and listing Owner and Consultant as Additional Insured on general liability and any umbrella or excess liability policies.
b. Attaching endorsements, as listed above. (Copies of all endorsements are to be included with the Certificate of Insurance).
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c. Indicating that the insurance provider will endeavor to provide the Owner with advanced notice of cancellation or nonrenewal of the insurance coverage required herein. d. Listing insurance companies providing coverage. All companies listed must be rated “A-,” “VII” or better in the current edition of A.M. Best Company’s Key Rating Guide. e. Identifying the name, address, and telephone number of the producer. The certificate is to bear the signature of the authorized representative of the producer.
2. Deliver to Owner a Certificate of Insurance on ACORD 27, Evidence of Property Insurance, for the Builder’s Risk Insurance Policy, identifying the Project as defined in the Contract, submitted to Owner, attaching the endorsement giving evidence that the Owner and all Subcontractors are listed as named insureds on the Builder’s Risk Policy.
C. Contractor will maintain, from commencement of the Work, Insurance coverage required in Section 12.1 as follows: 1. Commercial General Liability Insurance through expiration of warranty period specified in Section 13.2, Paragraph B. including completion of any warranty repairs;
2. Builders' Risk Insurance through Substantial Completion; and
3. All other insurance through final payment. D. In the event of a loss, or upon request by Owner, Contractor will provide Owner with a copy of required insurance policies above.
E. Owner reserves the right to reject any insurance company, policy, endorsement, or certificate of insurance with or without cause.
F. Owner may, in writing and at its sole discretion, modify the insurance requirements. G. Waiver of Subrogation: Contractor waives all rights against Owner and other additional insureds for recovery of damages to the extent these damages are covered by existing insurance, including without limitation general liability, umbrella liability, auto liability, workers compensation and employer’s liability, builder’s risk, and professional liability. To the maximum extent permitted by law, Contractor hereby waives all rights of subrogation against Owner. In addition and without limiting the foregoing, Contractor will ensure that all insurance policies required herein will be indorsed to include waivers of subrogation in favor of Owner 12.2. PERFORMANCE BOND AND LABOR AND MATERIAL PAYMENT BOND A. Prior to commencement of the Work or within ten (10) Days after signing the Agreement, whichever is earlier, Contractor will furnish to Owner a performance bond and a labor and material payment bond each in an amount equal to one hundred percent (100%) of the Guaranteed Maximum Price as security for all obligations arising under the Contract Documents. Such bonds will:
1. Be written on Form AIA Document A312 (2010). 2. Be issued by a surety company or companies licensed in the state in which the Project is located and holding valid certificates of authority under applicable federal insurance law as acceptable sureties or reinsurance companies on federal bonds.
3. Have a penal sum obligation not exceeding the amount permitted by law and the authorization shown in the current revision of Circular #570 as issued by the United States Treasury Department, i.e. “Treasury List”. 4. Be accompanied by a certified copy of the power of attorney stating the authority of the attorney-in-fact executing the bonds on behalf of the surety. B. All Subcontractor performance and payment bonds, if any, shall name Contractor and Owner as Obligee.
C. Owner reserves the right to reject any surety company, performance bond, or labor and material payment bond with or without cause. SECTION 13 - UNCOVERING AND CORRECTION OF WORK
13.1. UNCOVERING OF WORK
Contractor will notify Consultant and Owner at least twenty-four (24) hours in advance of performing work which would cover up work or otherwise make it difficult to perform inspections required by the Specifications or by applicable governing authorities. Should any such work be covered without proper notification having been given to Consultant, Contractor will uncover that work for inspection and provide any necessary restoration at its own expense. Such expense will not be a Cost of the Work.
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13.2. CORRECTION OF WORK
A. Contractor will promptly correct any portion of the Work which is rejected by Consultant or Owner, or which fails to conform to the requirements of the Contract Documents, whether observed before or after Substantial Completion and whether or not fabricated, installed, or completed. Contractor will bear the cost of correcting such rejected Work, including additional testing and inspection costs, compensation for Consultant's and Owner’s services, and any other expenses made necessary thereby. Such costs shall not constitute a Cost of the Work.
B. Contractor will remedy any Defects due to faulty materials, equipment, or workmanship which appear within a period of one (1) year from the date of Substantial Completion or within such longer period of time as may be prescribed by law or by the terms of any applicable special warranty required by the Contract Documents. Contractor will pay all costs of correcting faulty work, including additional Consultant's fees, attorney fees, expert fees, consultant fees, copy costs, and other expenses when incurred. Such costs shall not constitute a Cost of the Work.
C. Nothing in the Contract Documents will be construed to establish a period of limitation within which Owner may enforce the obligation of Contractor to comply with the Contract Documents. The one (1) year period specified in paragraph 13.2.B. has no relationship to the time within which Owner may enforce compliance with the Contract Documents, nor to the time within which proceedings may be commenced to establish Contractor's liability with respect to Contractor's obligations. 13.3. ACCEPTANCE OF NONCONFORMING WORK
A. If Owner prefers to accept any portion of the Work not in conformance with the Contract Documents, Owner may do so instead of requiring removal and correction of the nonconforming Work. In that event, the Contract Sum will be reduced by an amount agreed upon by the parties which reflects the difference in value to Owner between the Work as specified and the nonconforming Work. The Guaranteed Maximum Price will also be reduced by an amount identical to the reduction in the Contract Sum. Such adjustment may consider increased maintenance costs, early replacement costs, increased inefficiency of use, and the like and will be effective whether or not final payment has been made. Such adjustment will be reflected in a Change Order pursuant to Section 8.5. B. Usage by Owner or Consultant of mechanical devices, machinery, apparatus, equipment, or other work or materials supplied under the Contract Documents prior to written acceptance by Owner, will not constitute Owner's acceptance. SECTION 14 - RESOLUTION OF DISPUTES 14.1. PROCEDURE In the event there is any dispute arising under this Agreement which is not resolved by agreement between the parties, either party may give submit the dispute with all documentation upon which it relies to Owner’s University Resources Vice President, 525 South Center Street, Rexburg, Idaho, 83460, who will convene a dispute resolution conference within thirty (30) Days after receipt of such submission. The parties agree to participate in such dispute resolution conference in good faith with a goal toward resolving their dispute. The dispute resolution conference will constitute settlement negotiations and any settlement proposal made pursuant to the conference will not be admissible as evidence of liability. In the event that the parties do not resolve their dispute pursuant to the dispute resolution conference, either party may commence legal action to resolve the dispute. Any such action must be commenced within six (6) months from the first Day of the dispute resolution conference or be time barred. Submission of the dispute to the University Resources Vice President as outlined above and good faith participation in the dispute resolution conference are conditions precedent to the right to commence legal action to resolve any dispute. In the event that either party commences legal action to adjudicate any dispute without first submitting the dispute to the University Resources Vice President and participating in the dispute resolution conference, the other party will be entitled to obtain an order dismissing the litigation without prejudice and awarding such other party any costs and attorney fees incurred by that party in obtaining the dismissal, including without limitation copy costs, travel costs and expert and consultant fees and expenses. 14.2. CONTRACTOR TO PROCEED WITH DILIGENCE Pending final resolution of a dispute hereunder, Contractor will proceed diligently with the performance of its obligations under this Agreement. SECTION 15 - TERMINATION 15.1. TERMINATION BY CONTRACTOR
In the event Owner materially breaches any term of the Contract Documents, Contractor will promptly give Written Notice of the breach to Owner. If Owner fails to cure the breach within ten (10) Days of the Written Notice, Contractor may terminate the Agreement by giving Written Notice to Owner and recover from Owner, subject to the Guaranteed Maximum Price, the Cost of the Work through the date of termination plus the percentage of the Contractor’s Fee thereon, less any offsets. Contractor will not be entitled to unearned profits or any other compensation or damages as a result of the termination and hereby waives any claim therefor. Contractor will provide to Owner all warranty, as built, inspection, and other close out documents as well as materials which Contractor has in its possession or control at the time of termination. Without limitation, Contractor’s indemnities and obligations
BYU Idaho General Conditions For A Cost Plus A Fee With GMP Project 11/19 Page 26 of
under section 3.14 as well as all warranties in the specifications relative to Work provided through the date of termination survive a termination hereunder. 15.2. TERMINATION BY OWNER FOR CAUSE Should Contractor fail to provide Owner with the bonds and certificates of insurance required by Section 12 within the time specified therein, make a general assignment for the benefit of its creditors, fail to apply enough properly skilled workmen or specified materials to properly prosecute the Work in accordance with Contractor’s schedule, or otherwise materially breach any provision of the Contract Documents, then Owner may, without any prejudice to any other right or remedy, give Contractor Written Notice thereof. If Contractor fails to cure its default within ten (10) days, Owner may terminate the Agreement by giving Written Notice to Contractor. In such case, Owner may, in Owner’s sole discretion, take legal assignment of subcontracts and other contractual rights of Contractor and/or take possession of the premises and all materials, tools, equipment, and appliances thereon, and finish the Work by whatever method Owner deems expedient. Contractor will not be entitled to receive any further payment of outstanding Costs of the Work or Contractor’s Fee thereon (less offsets and subject to the Guaranteed Maximum Price) until the Work is finished. Contractor will also be liable to Owner for reimbursement of all additional administrative, architectural, consultant, and legal expenses (including without limitation attorney fees, expert fees, copy costs, and other expenses) incurred by the Owner relative to the Owner’s termination for cause. In addition, should Owner’s expense to complete the Work exceed the Guaranteed Maximum Price, Contractor will be liable to pay the difference to Owner. Contractor will provide to Owner all warranty, as built, inspection, and other close out documents as well as materials which Contractor has in its possession or control at the time of termination. Without limitation, Contractor’s indemnities and obligations under section 3.14 as well as all warranties in the specifications relative to Work provided through the date of termination survive a termination hereunder. 15.3. TERMINATION BY OWNER FOR CONVENIENCE
Notwithstanding any other provision contained in the Contract Documents, Owner may, without cause and in its absolute discretion, terminate the Agreement at any time. In the event of such termination, Contractor will be entitled to recover from Owner, subject to the Guaranteed Maximum Price, the Cost of the Work through the date of termination plus the percentage of the Contractor’s Fee thereon, less any offsets. Contractor will not be entitled to unearned profits or any other compensation as a result of the termination and hereby waives any claim therefor. Contractor will provide to Owner all warranty, as built, inspection, and other close out documents as well as materials which Contractor has in its possession or control at the time of termination. Owner may, in Owner’s sole discretion, take legal assignment of subcontracts and other contractual rights of Contractor. Without limitation, Contractor’s indemnities and obligations under section 3.14 as well as all warranties in the specifications relative to Work provided through the date of termination survive a termination hereunder.
SECTION 16 - MISCELLANEOUS PROVISIONS
16.1. GOVERNING LAW
The parties acknowledge that the Contract Documents have substantial connections to the State of Idaho. The Contract Documents will be deemed to have been made, executed, and delivered in Rexburg, Idaho. To the maximum extent permitted by law, (i) the Contract Documents and all matters related to their creation and performance will be governed by and enforced in accordance with the laws of the State of Idaho, excluding conflicts of law rules; and (ii) all disputes arising from or related to the Contract Documents will be decided only in a state or federal court located in or near Rexburg, Idaho and not in any other court or state. Toward that end, the parties hereby consent to the jurisdiction of the state and federal courts located in Idaho and waive any other venue to which they might be entitled by virtue of domicile, habitual residence, place of business, or otherwise. 16.2. NO WAIVER No action or failure to act by Owner, Consultant, or Contractor will constitute a waiver of a right or duty afforded them under the Contract Documents, nor will such action or failure to act constitute approval of or acquiescence in a breach thereunder, except as may be specifically agreed in writing.
16.3. RULE OF CONSTRUCTION Owner and Contractor agree that the Contract Documents will be deemed to have been drafted by both Owner and Contractor and will not be construed against either Owner or Contractor because of authorship. 16.4. SEVERABILITY
Notwithstanding anything to the contrary herein, the invalidity or unenforceability of any provision of the Contract Documents shall not affect the validity and enforceability of any other provision of the Contract Documents. 16.5. ENFORCEMENT In the event either party commences legal action to enforce or rescind any term of the Contract Documents, the prevailing party will be entitled to recover its attorney fees and costs, including without limitation all copy costs and expert and consultant fees and expenses, incurred in that action and on all appeals, from the other party.
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16.6. TESTS AND INSPECTIONS
A. Owner and Consultant have the right to have tests made when they deem it necessary. Tests conducted by Owner or Consultant will be paid for by Owner. Should a test reveal a failure of the Work to meet Contract Document requirements, the cost of the test as well as subsequent tests related to the failure necessary to determine compliance with the Contract Documents will be paid for by Owner, with the cost thereof deducted from the Contractor’s Fee by Modification.
B. Tests will be made in accordance with recognized standards by a competent, independent testing laboratory. Materials found defective or not in conformity with Contract Document requirements will be promptly replaced or repaired at the expense of Contractor. A. Owner and Consultant have the right to obtain samples of materials to be used in the Work and to test samples for determining whether they meet Contract Document requirements. Samples required for testing will be furnished by Contractor and selected as directed by Consultant. Samples may be required from the sample's source, point of manufacture, point of delivery, or point of installation at Consultant's discretion. Samples not required as a Submittal in the Specifications will be paid for by Owner. Should tests reveal a failure of the Sample to meet the Contract Document requirements, Contractor will provide other Samples which comply with the requirements of the Contract Documents at no cost to Owner. 16.7. TEMPORARY OR TRIAL USAGE OF ANY MECHANICAL DEVICES
Temporary or trial usage by the Owner of mechanical devices, machinery, apparatus, elevators, equipment or other work or materials supplied under this Contract shall not be construed as evidence of the Owner's acceptance.
16.8. OWNERSHIP OF ARTIFACTS All historical artifacts found on the Project Site, including but not limited to construction materials, building elements, jewelry, memorabilia, coins or money, paper or documents, are and will be treated by the parties as being the property of Owner. All such artifacts discovered by Contractor or Subcontractors on the Project Site will be promptly surrendered to Owner.
END OF DOCUMENT 4818-4868-7749, v. 3
BYU Idaho Agreement between Owner and Contractor for a Cost Plus a Fee with GMP Project Page 1 of
AGREEMENT BETWEEN OWNER AND CONTRACTOR
FOR A COST PLUS A FEE WITH GMP PROJECT
Brigham Young University-Idaho (“Owner”) and (“Contractor”) hereby enter into this Agreement between Owner and Contractor for a Cost Plus a Fee with GMP Project (“Agreement”) and agree as follows:
1. Project.
Project Name: 2020 BEN Fume Hood Exhaust System Replacement (“Project”)
Project Address: (“Project Site”)
2. Scope of the Work. Contractor will furnish all labor, materials, equipment, construction, and services necessary to complete the Work in accordance with the Contract Documents. 3. Contract Documents.
a. The Contract Documents consist of:
1) This Agreement; 2) The General Conditions for a Cost Plus a Fee with GMP Project (“General Conditions”) contained in the Project Manual titled and prepared by (“Consultant”);
3) The Specifications contained in the above-referenced Project Manual; 4) The Drawings and specifications prepared by Consultant entitled: • M0.00 GENERAL NOTES, SHEET INDEX, LEGEND • MD1.10 – MECHANICAL DEMO FLOOR PLAN • M1.10 – MECHANICAL FLOOR PLAN • M5.10 – TYPICAL DETAILS, SCHEMATICS AND SEQUENCE OF OPERATIONS • 230500 - Common Work Results for HVAC • 230519 - Meters and Gages for HVAC Piping • 230523.12 - Ball Valves for HVAC Piping • 230529 - Hangers and Supports for HVAC Piping and Equipment • 230593 - Testing, Adjusting, and Balancing for HVAC • 230713 - Duct Insulation • 230719 - HVAC Piping Insulation • 232113 - Hydronic Piping
5) Addenda Numbered: ; and dated
6) All Modifications to the Contract Documents.
b. The Contract Documents are incorporated into this Agreement by reference as if fully set forth herein.
c. The definitions set forth in the General Conditions will apply to the Contract Documents.
d. The Contract Documents contain the entire and integrated agreement between the parties hereto and supersede all prior negotiations, representations, or agreements, either written or oral. e. Modifications or other amendments to the Contract Documents must be in writing and as provided in the General Conditions.
4. Contract Sum.
a. Owner will pay Contractor for performance of Contractor’s obligations under the Contract Documents the Contract Sum consisting of:
BYU Idaho Agreement between Owner and Contractor for a Cost Plus a Fee with GMP Project Page 2 of
1) the Cost of the Work as defined in the General Conditions; plus
2) the Contractor’s Fee which will be % of the final Cost of the Work (less that portion of the Cost of the Work pertaining to Contractor’s premiums for insurance and bonds and amounts paid for permits, licenses and inspections), as adjusted in accordance with the Contract Documents. b. Notwithstanding Section 5.a above or any other provision of the Contract Documents, Contractor guarantees that the Contract Sum
will not exceed the Guaranteed Maximum Price which will be $ , as
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adjusted in accordance with the Contract Documents. Contractor will not be entitled under any condition to receive from Owner any amount in excess of the Guaranteed Maximum Price. 5. Time of Commencement and Substantial Completion.
a. Contractor will not commence the Work until after .
b. Contractor will achieve Substantial Completion and have the Work ready for Owner’s inspection no later than the
.
c. Time is of the essence of the Contract Documents. 6. Delay in Completion of the Work.
a. The amount of liquidated damages to be paid to the Owner for delays in Substantial Completion under General Conditions Section
9.4, Paragraph A is $750 per day.
b. The amount of liquidated damages to be paid to the Owner for delays in completing work itemized on the Substantial Completion
Certificate under General Conditions Section 9.4., Paragraph B is $750 per day. 7. Independent Contractor Relationship. Contractor is an independent contractor and is not the agent or employee of Owner.
8. Assignment. Contractor will not assign any right or obligation hereunder without the prior written consent of Owner, which consent may be granted or withheld in Owner's absolute discretion. Contractor will not assign moneys due or to become due to Contractor hereunder, nor will Contractor pledge the credit of Owner or bind Owner to any third party. 9. Work Restrictions. Contractor will ensure that it and its agents, employees and sub-contractors:
a. Do not use or consume alcohol or cannabis, or illegally use drugs, upon the Project Site or enter upon the Project Site or perform any Work while under their influence;
b. Do not smoke or vape anything on the Project Site; Do not use tobacco in any form on the Project Site;
c. Do not perform Work on the Project Site on Sundays;
d. Refrain from using profanity or being discourteous or uncivil to others on the Project Site or while performing services under this Agreement;
e. Do not view or allow pornographic or other indecent materials on the Project Site;
f. Do not play obnoxious and/or loud music on the Project Site; Do not play any music within existing facilities;
g. Refrain from wearing immodest, offensive or obnoxious clothing while on the Project Site; and
h. Do not bring weapons onto the Project Site.
10. Notice. The parties hereby designate the following mailing addresses and email addresses to be used for sending Written Notice to the other party: To Owner:
Attention:
525 South Center Street Rexburg, Idaho 83460-8205
208-496-2651
AND with a duplicate copy submitted through Owner’s Project Management System.
To Contractor:
Attention:
,
BYU Idaho Agreement between Owner and Contractor for a Cost Plus a Fee with GMP Project Page 4 of
11. Effective Date. The effective date of this Agreement is the date indicated by the Owner’s signature.
Client: Contractor: Brigham Young University-Idaho
By:
President – BYU-Idaho Date Authorized Representative
Print Name:
University Resources Vice President – BYU-Idaho Date Title:
University Operations Managing Director – BYU-Idaho Effective Date Date:
Fed. I.D. : Contractor License No.:
v. 3
TABLE OF CONTENTS TOC - 1
Division Section Title
DIVISION 23 – HEATING, VENTILATION, AND AIR-CONDITIONING
230500 Common Work Results for HVAC
230519 Meters and Gages for HVAC Piping
230523.12 Ball Valves for HVAC Piping
230529 Hangers and Supports for HVAC Piping and Equipment
230593 Testing, Adjusting, and Balancing for HVAC
230713 Duct Insulation
230719 HVAC Piping Insulation
232113 Hydronic Piping
END OF TABLE OF CONTENTS
COMMON WORK RESULTS FOR HVAC 230500 - 1
SECTION 230500 - COMMON WORK RESULTS FOR HVAC
PART 1 - GENERAL
1.1 SUMMARY
A. This Section includes the following:
1. Piping materials and installation instructions common to most piping systems.
2. Dielectric fittings.
3. Escutcheons.
4. Grout.
5. HVAC demolition.
6. Equipment installation requirements common to equipment sections.
7. Concrete bases.
8. Supports and anchorages.
1.2 DEFINITIONS
A. Finished Spaces: Spaces other than mechanical and electrical equipment rooms, furred spaces,
pipe and duct chases, unheated spaces immediately below roof, spaces above ceilings,
unexcavated spaces, crawlspaces, and tunnels.
B. Exposed, Interior Installations: Exposed to view indoors. Examples include finished occupied
spaces and mechanical equipment rooms.
C. Concealed, Interior Installations: Concealed from view and protected from physical contact by
building occupants. Examples include above ceilings and chases.
1.3 SUBMITTALS
A. Welding certificates.
1.4 QUALITY ASSURANCE AND COORDINATION
A. Steel Support Welding: Qualify processes and operators according to AWS D1.1, "Structural
Welding Code--Steel."
B. Steel Pipe Welding: Qualify processes and operators according to ASME Boiler and Pressure
Vessel Code: Section IX, "Welding and Brazing Qualifications."
1. Comply with provisions in ASME B31 Series, "Code for Pressure Piping."
2. Certify that each welder has passed AWS qualification tests for welding processes
involved and that certification is current.
COMMON WORK RESULTS FOR HVAC 230500 - 2
C. Electrical Characteristics for HVAC Equipment: Equipment of higher electrical characteristics
may be furnished provided such proposed equipment is approved in writing and connecting
electrical services, circuit breakers, and conduit sizes are appropriately modified. If minimum
energy ratings or efficiencies are specified, equipment shall comply with requirements.
D. Division 23 contractor shall be responsible for the sufficiency of the size of shafts and chases
and the adequate clearance in double partitions and hung ceilings for proper installation of his
work. He shall cooperate with contractors of other divisions of the work whose work is in the
same space and shall advise the general contractor of his requirements. Such spaces and
clearances shall, however, be kept to the minimum size required.
E. Division 23 contractor shall locate all equipment which must be serviced, operated, or
maintained in fully accessible positions. If required for better accessibility, furnish access doors
for this purpose. Minor deviations from drawings may be allowed to provide for better
accessibility. Any changes shall be approved by the general contractor prior to making the
change.
F. Division 23 contractor shall provide the Construction Manager/General Contractor with the
exact locations of access doors for each concealed valve, damper, or other device requiring
service. Locations of these doors shall be submitted in sufficient time to be installed in the
normal course of work.
G. Prior to purchasing, installing, and/or fabricating any equipment, piping, or ductwork; the
division 23 contractor shall assure himself that they can be installed as contemplated in
cooperation with contractors of other divisions of the work and the physical constraints of the
structural and architectural work.
PART 2 - PRODUCTS
2.1 PIPE, TUBE, AND FITTINGS
A. Refer to individual Division 23 piping Sections for pipe, tube, and fitting materials and joining
methods.
B. Pipe Threads: ASME B1.20.1 for factory-threaded pipe and pipe fittings.
2.2 JOINING MATERIALS
A. Refer to individual Division 23 piping Sections for special joining materials not listed below.
B. Pipe-Flange Gasket Materials: ASME B16.21, nonmetallic, flat, asbestos-free, 1/8-inch
maximum thickness unless thickness or specific material is indicated.
C. Plastic, Pipe-Flange Gasket, Bolts, and Nuts: Type and material recommended by piping
system manufacturer, unless otherwise indicated.
D. Solder Filler Metals: ASTM B 32, lead-free alloys. Include water-flushable flux according to
ASTM B 813.
COMMON WORK RESULTS FOR HVAC 230500 - 3
E. Brazing Filler Metals: AWS A5.8, BCuP Series or BAg1, unless otherwise indicated.
F. Welding Filler Metals: Comply with AWS D10.12.
2.3 DIELECTRIC FITTINGS
A. Description: Combination fitting of copper alloy and ferrous materials with threaded, solder-
joint, plain, or weld-neck end connections that match piping system materials.
B. Insulating Material: Suitable for system fluid, pressure, and temperature.
C. Dielectric Unions: Factory-fabricated, union assembly, for 250-psig minimum working
pressure at 180 deg F.
D. Dielectric Flanges: Factory-fabricated, companion-flange assembly, for 150-psig minimum
working pressure as required to suit system pressures.
E. Dielectric Couplings: Galvanized-steel coupling with inert and noncorrosive, thermoplastic
lining; threaded ends; and 300-psig minimum working pressure at 225 deg F.
F. Dielectric Nipples: Electroplated steel nipple with inert and noncorrosive, thermoplastic lining;
plain, threaded, or grooved ends; and 300-psig minimum working pressure at 225 deg F.
2.4 ESCUTCHEONS
A. Description: Manufactured wall and ceiling escutcheons and floor plates, with an ID to closely
fit around pipe, tube, and insulation of insulated piping and an OD that completely covers
opening.
B. One-Piece, Deep-Pattern Type: Deep-drawn, box-shaped brass with polished chrome-plated
finish.
C. One-Piece, Cast-Brass Type: With set screw.
1. Finish: Rough brass.
D. Split-Casting, Cast-Brass Type: With concealed hinge and set screw.
1. Finish: Rough brass.
2.5 GROUT
A. Description: ASTM C 1107, Grade B, nonshrink and nonmetallic, dry hydraulic-cement grout.
1. Characteristics: Post-hardening, volume-adjusting, nonstaining, noncorrosive,
nongaseous, and recommended for interior and exterior applications.
2. Design Mix: 5000-psi, 28-day compressive strength.
3. Packaging: Premixed and factory packaged.
COMMON WORK RESULTS FOR HVAC 230500 - 4
PART 3 - EXECUTION
3.1 HVAC DEMOLITION
A. Disconnect, demolish, and remove HVAC systems, equipment, and components indicated to be
removed.
1. Piping to Be Removed: Remove portion of piping indicated to be removed and cap or
plug remaining piping with same or compatible piping material.
2. Piping to Be Abandoned in Place: Drain piping and cap or plug piping with same or
compatible piping material.
3. Ducts to Be Removed: Remove portion of ducts indicated to be removed and plug
remaining ducts with same or compatible ductwork material.
4. Ducts to Be Abandoned in Place: Cap or plug ducts with same or compatible ductwork
material.
5. Equipment to Be Removed: Disconnect and cap services and remove equipment.
6. Equipment to Be Removed and Reinstalled: Disconnect and cap services and remove,
clean, and store equipment; when appropriate, reinstall, reconnect, and make equipment
operational.
7. Equipment to Be Removed and Salvaged: Disconnect and cap services and remove
equipment and deliver to Owner.
B. If pipe, insulation, or equipment to remain is damaged in appearance or is unserviceable,
remove damaged or unserviceable portions and replace with new products of equal capacity and
quality.
3.2 PIPING SYSTEMS - COMMON REQUIREMENTS
A. Install piping according to the following requirements and Division 23 Sections specifying
piping systems.
B. Drawing plans, schematics, and diagrams indicate general location and arrangement of piping
systems. Indicated locations and arrangements were used to size pipe and calculate friction
loss, expansion, pump sizing, and other design considerations. Install piping as indicated unless
deviations to layout are approved on Coordination Drawings.
C. Install piping in concealed locations, unless otherwise indicated and except in equipment rooms
and service areas.
D. Install piping indicated to be exposed and piping in equipment rooms and service areas at right
angles or parallel to building walls. Diagonal runs are prohibited unless specifically indicated
otherwise.
E. Install piping above accessible ceilings to allow sufficient space for ceiling panel removal.
F. Install piping to permit valve servicing.
G. Install piping at indicated slopes.
COMMON WORK RESULTS FOR HVAC 230500 - 5
H. Install piping free of sags and bends.
I. Install fittings for changes in direction and branch connections.
J. Install piping to allow application of insulation.
K. Select system components with pressure rating equal to or greater than system operating
pressure.
L. Install escutcheons for penetrations of walls, ceilings, and floors.
M. Verify final equipment locations for roughing-in.
N. Refer to equipment specifications in other Sections of these Specifications for roughing-in
requirements.
3.3 PIPING JOINT CONSTRUCTION
A. Join pipe and fittings according to the following requirements and Division 23 Sections
specifying piping systems.
B. Ream ends of pipes and tubes and remove burrs. Bevel plain ends of steel pipe.
C. Remove scale, slag, dirt, and debris from inside and outside of pipe and fittings before
assembly.
D. Soldered Joints: Apply ASTM B 813, water-flushable flux, unless otherwise indicated, to tube
end. Construct joints according to ASTM B 828 or CDA's "Copper Tube Handbook," using
lead-free solder alloy complying with ASTM B 32.
E. Brazed Joints: Construct joints according to AWS's "Brazing Handbook," "Pipe and Tube"
Chapter, using copper-phosphorus brazing filler metal complying with AWS A5.8.
F. Threaded Joints: Thread pipe with tapered pipe threads according to ASME B1.20.1. Cut
threads full and clean using sharp dies. Ream threaded pipe ends to remove burrs and restore
full ID. Join pipe fittings and valves as follows:
1. Apply appropriate tape or thread compound to external pipe threads unless dry seal
threading is specified.
2. Damaged Threads: Do not use pipe or pipe fittings with threads that are corroded or
damaged. Do not use pipe sections that have cracked or open welds.
G. Welded Joints: Construct joints according to AWS D10.12, using qualified processes and
welding operators according to Part 1 "Quality Assurance" Article.
H. Flanged Joints: Select appropriate gasket material, size, type, and thickness for service
application. Install gasket concentrically positioned. Use suitable lubricants on bolt threads.
COMMON WORK RESULTS FOR HVAC 230500 - 6
3.4 PIPING CONNECTIONS
A. Make connections according to the following, unless otherwise indicated:
1. Install unions, in piping NPS 2 and smaller, adjacent to each valve and at final connection
to each piece of equipment.
2. Wet Piping Systems: Install dielectric coupling and nipple fittings to connect piping
materials of dissimilar metals.
3.5 EQUIPMENT INSTALLATION - COMMON REQUIREMENTS
A. Install equipment to allow maximum possible headroom unless specific mounting heights are
not indicated.
B. Install equipment level and plumb, parallel and perpendicular to other building systems and
components in exposed interior spaces, unless otherwise indicated.
C. Install HVAC equipment to facilitate service, maintenance, and repair or replacement of
components. Connect equipment for ease of disconnecting, with minimum interference to other
installations. Extend grease fittings to accessible locations.
D. Install equipment to allow right of way for piping installed at required slope.
END OF SECTION 230500
METERS AND GAGES FOR HVAC PIPING 230519 - 1
SECTION 230519 - METERS AND GAGES FOR HVAC PIPING
PART 1 - GENERAL
1.1 SUMMARY
A. Section Includes:
1. Bimetallic-actuated thermometers.
2. Liquid-in-glass thermometers.
3. Thermowells.
4. Dial-type pressure gages.
5. Gage attachments.
1.2 ACTION SUBMITTALS
A. Product Data: For each type of product indicated.
B. Wiring Diagrams: For power, signal, and control wiring.
1.3 INFORMATIONAL SUBMITTALS
A. Product certificates.
1.4 CLOSEOUT SUBMITTALS
A. Operation and maintenance data.
PART 2 - PRODUCTS
2.1 BIMETALLIC-ACTUATED THERMOMETERS
A.Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
1.Ashcroft Inc.
2.Ernst Flow Industries.
3.Marsh Bellofram.
4.Miljoco Corporation.
5.Nanmac Corporation.
6.Noshok.
7.Palmer Wahl Instrumentation Group.
8.REOTEMP Instrument Corporation.
9.Tel-Tru Manufacturing Company.
METERS AND GAGES FOR HVAC PIPING 230519 - 2
10.Trerice, H. O. Co.
11.WATTS.
12.Weiss Instruments, Inc.
13.WIKA Instrument Corporation.
14.Winters Instruments - U.S.
B. Standard: ASME B40.200.
C. Case: Liquid-filled and sealed type(s); stainless steel with 3-inch nominal diameter.
D. Dial: Nonreflective aluminum with permanently etched scale markings and scales in deg F and
deg C.
E. Connector Type(s): Union joint, adjustable angle, with unified-inch screw threads.
F. Connector Size: 1/2 inch, with ASME B1.1 screw threads.
G. Stem: 0.25 or 0.375 inch in diameter; stainless steel.
H. Window: Plain glass or plastic.
I. Ring: Stainless steel.
J. Element: Bimetal coil.
K. Pointer: Dark-colored metal.
L. Accuracy: Plus or minus 1 percent of scale range.
2.2 LIQUID-IN-GLASS THERMOMETERS
A. Metal-Case, Industrial-Style, Liquid-in-Glass Thermometers:
1.Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a.Flo Fab Inc.
b.Miljoco Corporation.
c.Palmer Wahl Instrumentation Group.
d.Tel-Tru Manufacturing Company.
e.Trerice, H. O. Co.
f.Weiss Instruments, Inc.
g.Winters Instruments - U.S.
2. Standard: ASME B40.200.
3. Case: Cast aluminum; 7-inch nominal size unless otherwise indicated.
4. Case Form: Adjustable angle unless otherwise indicated.
5. Tube: Glass with magnifying lens and blue or red organic liquid.
METERS AND GAGES FOR HVAC PIPING 230519 - 3
6. Tube Background: Nonreflective aluminum with permanently etched scale markings
graduated in deg F and deg C.
7. Window: Glass.
8. Stem: Aluminum and of length to suit installation.
a. Design for Air-Duct Installation: With ventilated shroud.
b. Design for Thermowell Installation: Bare stem.
9. Connector: 1-1/4 inches, with ASME B1.1 screw threads.
10. Accuracy: Plus or minus 1 percent of scale range or one scale division, to a maximum of
1.5 percent of scale range.
2.3 DUCT-THERMOMETER MOUNTING BRACKETS
A. Description: Flanged bracket with screw holes, for attachment to air duct and made to hold
thermometer stem.
2.4 THERMOWELLS
A. Thermowells:
1. Standard: ASME B40.200.
2. Description: Pressure-tight, socket-type fitting made for insertion into piping tee fitting.
3. Material for Use with Copper Tubing: CNR or CUNI.
4. Material for Use with Steel Piping: CRES.
5. Type: Stepped shank unless straight or tapered shank is indicated.
6. External Threads: NPS 1/2, NPS 3/4, or NPS 1, ASME B1.20.1 pipe threads.
7. Internal Threads: 1/2, 3/4, and 1 inch, with ASME B1.1 screw threads.
8. Bore: Diameter required to match thermometer bulb or stem.
9. Insertion Length: Length required to match thermometer bulb or stem.
10. Lagging Extension: Include on thermowells for insulated piping and tubing.
11. Bushings: For converting size of thermowell's internal screw thread to size of
thermometer connection.
B. Heat-Transfer Medium: Mixture of graphite and glycerin.
2.5 PRESSURE GAGES
A. Direct-Mounted, Metal-Case, Dial-Type Pressure Gages:
1.Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a.Ametek U.S. Gauge.
b.Ashcroft Inc.
c.Ernst Flow Industries.
d.Flo Fab Inc.
e.Marsh Bellofram.
METERS AND GAGES FOR HVAC PIPING 230519 - 4
f.Miljoco Corporation.
g.Noshok.
h.Palmer Wahl Instrumentation Group.
i.REOTEMP Instrument Corporation.
j.Tel-Tru Manufacturing Company.
k.Trerice, H. O. Co.
l.WATTS.
m.Weiss Instruments, Inc.
n.WIKA Instrument Corporation.
o.Winters Instruments - U.S.
2. Standard: ASME B40.100.
3. Case: Sealed type(s); cast aluminum or drawn steel; 4-1/2-inch nominal diameter.
4. Pressure-Element Assembly: Bourdon tube unless otherwise indicated.
5. Pressure Connection: Brass, with NPS 1/4, ASME B1.20.1 pipe threads and bottom-
outlet type unless back-outlet type is indicated.
6. Movement: Mechanical, with link to pressure element and connection to pointer.
7. Dial: Nonreflective aluminum with permanently etched scale markings graduated in psi
and kPa.
8. Pointer: Dark-colored metal.
9. Window: Glass or plastic.
10. Ring: Metal.
11. Accuracy: Grade B, plus or minus 2 percent of middle half of scale range.
2.6 GAGE ATTACHMENTS
A. Snubbers: ASME B40.100, brass; with NPS 1/4 or NPS 1/2, ASME B1.20.1 pipe threads and
piston-type surge-dampening device. Include extension for use on insulated piping.
B. Siphons: Loop-shaped section of brass pipe with NPS 1/4 or NPS 1/2 pipe threads.
C. Valves: Brass or stainless-steel needle, with NPS 1/4 or NPS 1/2, ASME B1.20.1 pipe threads.
PART 3 - EXECUTION
3.1 INSTALLATION
A. Install thermowells with socket extending to center of pipe and in vertical position in piping
tees.
B. Install thermowells of sizes required to match thermometer connectors. Include bushings if
required to match sizes.
C. Install thermowells with extension on insulated piping.
D. Fill thermowells with heat-transfer medium.
METERS AND GAGES FOR HVAC PIPING 230519 - 5
E. Install direct-mounted thermometers in thermowells and adjust vertical and tilted positions.
F. Install remote-mounted thermometer bulbs in thermowells and install cases on panels; connect
cases with tubing and support tubing to prevent kinks. Use minimum tubing length.
G. Install duct-thermometer mounting brackets in walls of ducts. Attach to duct with screws.
H. Install direct-mounted pressure gages in piping tees with pressure gage located on pipe at the
most readable position.
I. Install remote-mounted pressure gages on panel.
J. Install valve and snubber in piping for each pressure gage for fluids.
K. Install valve and syphon fitting in piping for each pressure gage for steam.
L. Install flow indicators in piping systems in accessible positions for easy viewing.
M. Assemble and install connections, tubing, and accessories between flow-measuring elements
and flowmeters according to manufacturer's written instructions.
N. Install permanent indicators on walls or brackets in accessible and readable positions.
O. Install connection fittings in accessible locations for attachment to portable indicators.
3.2 CONNECTIONS
A. Install meters and gages adjacent to machines and equipment to allow service and maintenance
of meters, gages, machines, and equipment.
3.3 ADJUSTING
A. After installation, calibrate meters according to manufacturer's written instructions.
B. Adjust faces of meters and gages to proper angle for best visibility.
3.4 THERMOMETER SCHEDULE
A. Thermometers at inlet and outlet of each hydronic coil shall be the following:
1. Industrial-style, liquid-in-glass type.
B. Thermometer stems shall be of length to match thermowell insertion length.
END OF SECTION 230519
BALL VALVES FOR HVAC PIPING 230523.12 - 1
SECTION 230523.12 - BALL VALVES FOR HVAC PIPING
PART 1 - GENERAL
1.1 SUMMARY
A. Section Includes:
1. Brass ball valves.
2. Bronze ball valves.
1.2 ACTION SUBMITTALS
A. Product Data: For each type of valve.
PART 2 - PRODUCTS
2.1 GENERAL REQUIREMENTS FOR VALVES
A. Source Limitations for Valves: Obtain each type of valve from single source from single
manufacturer.
B. ASME Compliance:
1. ASME B1.20.1 for threads for threaded-end valves.
2. ASME B16.10 and ASME B16.34 for ferrous valve dimensions and design criteria.
3. ASME B31.1 for power piping valves.
4. ASME B31.9 for building services piping valves.
C. Bronze valves shall be made with dezincification-resistant materials. Bronze valves made with
copper alloy (brass) containing more than 15 percent zinc are not permitted.
D. Refer to HVAC valve schedule articles for applications of valves.
E. Valve Pressure-Temperature Ratings: Not less than indicated and as required for system
pressures and temperatures.
F. Valve Sizes: Same as upstream piping unless otherwise indicated.
G. Valve Actuator Types:
1. Handlever: For quarter-turn valves smaller than NPS 4.
H. Valves in Insulated Piping:
1. Include 2-inch stem extensions.
BALL VALVES FOR HVAC PIPING 230523.12 - 2
2. Extended operating handle of nonthermal-conductive material, and protective sleeves that
allow operation of valves without breaking the vapor seals or disturbing insulation.
3. Memory stops that are fully adjustable after insulation is applied.
I. Valve Bypass and Drain Connections: MSS SP-45.
2.2 BRASS BALL VALVES
A. Two-Piece Brass Ball Valves with Full Port and Brass Trim:
1.Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a.American Valve, Inc.
b.Apollo Flow Controls; Conbraco Industries, Inc.
c.Crane; Crane Energy Flow Solutions.
d.DynaQuip Controls.
e.Hammond Valve.
f.Jomar Valve.
g.KITZ Corporation.
h.Legend Valve & Fitting, Inc.
i.Marwin Valve; Richards Industries.
j.Milwaukee Valve Company.
k.NIBCO INC.
l.Red White Valve Corp.
m.WATTS.
2. Description:
a. Standard: MSS SP-110.
b. SWP Rating: 150 psig.
c. CWP Rating: 600 psig.
d. Body Design: Two piece.
e. Body Material: Forged brass.
f. Ends: Threaded.
g. Seats: PTFE.
h. Stem: Brass.
i. Ball: Chrome-plated brass.
j. Port: Full.
B. Two-Piece Brass Ball Valves with Full Port and Stainless-Steel Trim:
1.Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a.Crane; Crane Energy Flow Solutions.
b.Flow-Tek, Inc.
c.Hammond Valve.
d.Jamesbury; Metso.
BALL VALVES FOR HVAC PIPING 230523.12 - 3
e.KITZ Corporation.
f.Marwin Valve; Richards Industries.
g.Milwaukee Valve Company.
h.RuB Inc.
2. Description:
a. Standard: MSS SP-110.
b. SWP Rating: 150 psig.
c. CWP Rating: 600 psig.
d. Body Design: Two piece.
e. Body Material: Forged brass.
f. Ends: Threaded.
g. Seats: PTFE.
h. Stem: Stainless steel.
i. Ball: Stainless steel, vented.
j. Port: Full.
2.3 BRONZE BALL VALVES
A. Two-Piece Bronze Ball Valves with Full Port and Bronze or Brass Trim:
1.Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a.American Valve, Inc.
b.Apollo Flow Controls; Conbraco Industries, Inc.
c.Crane; Crane Energy Flow Solutions.
d.Hammond Valve.
e.Lance Valves.
f.Legend Valve & Fitting, Inc.
g.Milwaukee Valve Company.
h.NIBCO INC.
i.Red White Valve Corp.
j.WATTS.
2. Description:
a. Standard: MSS SP-110.
b. SWP Rating: 150 psig.
c. CWP Rating: 600 psig.
d. Body Design: Two piece.
e. Body Material: Bronze.
f. Ends: Threaded.
g. Seats: PTFE.
h. Stem: Bronze.
i. Ball: Chrome-plated brass.
j. Port: Full.
BALL VALVES FOR HVAC PIPING 230523.12 - 4
B. Two-Piece Bronze Ball Valves with Full Port and Stainless-Steel Trim:
1.Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a.Apollo Flow Controls; Conbraco Industries, Inc.
b.Crane; Crane Energy Flow Solutions.
c.Hammond Valve.
d.Lance Valves.
e.Milwaukee Valve Company.
f.NIBCO INC.
g.WATTS.
2. Description:
a. Standard: MSS SP-110.
b. SWP Rating: 150 psig.
c. CWP Rating: 600 psig.
d. Body Design: Two piece.
e. Body Material: Bronze.
f. Ends: Threaded.
g. Seats: PTFE.
h. Stem: Stainless steel.
i. Ball: Stainless steel, vented.
j. Port: Full.
PART 3 - EXECUTION
3.1 VALVE INSTALLATION
A. Install valves with unions or flanges at each piece of equipment arranged to allow service,
maintenance, and equipment removal without system shutdown.
B. Locate valves for easy access and provide separate support where necessary.
C. Install valves in horizontal piping with stem at or above center of pipe.
D. Install valves in position to allow full stem movement.
3.2 GENERAL REQUIREMENTS FOR VALVE APPLICATIONS
A. If valves with specified SWP classes or CWP ratings are unavailable, the same types of valves
with higher SWP classes or CWP ratings may be substituted.
B. Select valves with the following end connections:
1. For Copper Tubing, NPS 2 and Smaller: Threaded ends except where solder-joint valve-
end option is indicated in valve schedules below.
BALL VALVES FOR HVAC PIPING 230523.12 - 5
2. For Steel Piping, NPS 2 and Smaller: Threaded ends.
3.3 HEATING-WATER VALVE SCHEDULE
A. Pipe NPS 2 and Smaller: Two piece, full port, brass or bronze with stainless-steel trim.
END OF SECTION 230523.12
HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 1
SECTION 230529 - HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT
PART 1 - GENERAL
1.1 SUMMARY
A. Section Includes:
1. Metal pipe hangers and supports.
2. Trapeze pipe hangers.
3. Thermal-hanger shield inserts.
4. Fastener systems.
5. Equipment supports.
1.2 PERFORMANCE REQUIREMENTS
A. Delegated Design: Design trapeze pipe hangers and equipment supports, including
comprehensive engineering analysis by a qualified professional engineer, using performance
requirements and design criteria indicated.
B. Structural Performance: Hangers and supports for HVAC piping and equipment shall withstand
the effects of gravity loads and stresses within limits and under conditions indicated according
to ASCE/SEI 7.
1. Design supports for multiple pipes capable of supporting combined weight of supported
systems, system contents, and test water.
2. Design equipment supports capable of supporting combined operating weight of
supported equipment and connected systems and components.
3. Design seismic-restraint hangers and supports for piping and equipment.
1.3 ACTION SUBMITTALS
A. Product Data: For each type of product indicated.
B. Shop Drawings: Signed and sealed by a qualified professional engineer. Show fabrication and
installation details and include calculations for the following; include Product Data for
components:
1. Trapeze pipe hangers.
2. Equipment supports.
C. Delegated-Design Submittal: For trapeze hangers indicated to comply with performance
requirements and design criteria, including analysis data signed and sealed by the qualified
professional engineer responsible for their preparation.
HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 2
1.4 INFORMATIONAL SUBMITTALS
A. Welding certificates.
1.5 QUALITY ASSURANCE
A. Structural Steel Welding Qualifications: Qualify procedures and personnel according to
AWS D1.1/D1.1M, "Structural Welding Code - Steel."
B. Pipe Welding Qualifications: Qualify procedures and operators according to ASME Boiler and
Pressure Vessel Code.
PART 2 - PRODUCTS
2.1 METAL PIPE HANGERS AND SUPPORTS
A. Carbon-Steel Pipe Hangers and Supports:
1. Description: MSS SP-58, Types 1 through 58, factory-fabricated components.
2. Galvanized Metallic Coatings: Pregalvanized or hot dipped.
3. Nonmetallic Coatings: Plastic coating, jacket, or liner.
4. Padded Hangers: Hanger with fiberglass or other pipe insulation pad or cushion to
support bearing surface of piping.
5. Hanger Rods: Continuous-thread rod, nuts, and washer made of carbon steel.
B. Stainless-Steel Pipe Hangers and Supports:
1. Description: MSS SP-58, Types 1 through 58, factory-fabricated components.
2. Padded Hangers: Hanger with fiberglass or other pipe insulation pad or cushion to
support bearing surface of piping.
3. Hanger Rods: Continuous-thread rod, nuts, and washer made of stainless steel.
C. Copper Pipe Hangers:
1. Description: MSS SP-58, Types 1 through 58, copper-coated-steel, factory-fabricated
components.
2. Hanger Rods: Continuous-thread rod, nuts, and washer made of copper-coated steel.
2.2 TRAPEZE PIPE HANGERS
A. Description: MSS SP-69, Type 59, shop- or field-fabricated pipe-support assembly made from
structural carbon-steel shapes with MSS SP-58 carbon-steel hanger rods, nuts, saddles, and U-
bolts.
HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 3
2.3 THERMAL-HANGER SHIELD INSERTS
A. Insulation-Insert Material for Hot Piping: Water-repellent treated, ASTM C 533, Type I
calcium silicate with 100-psig or ASTM C 591, Type VI, Grade 1 polyisocyanurate with 125-
psig minimum compressive strength.
B. For Trapeze or Clamped Systems: Insert and shield shall cover entire circumference of pipe.
C. For Clevis or Band Hangers: Insert and shield shall cover lower 180 degrees of pipe.
D. Insert Length: Extend 2 inches beyond sheet metal shield for piping operating below ambient air
temperature.
2.4 FASTENER SYSTEMS
A. Powder-Actuated Fasteners: Threaded-steel stud, for use in hardened portland cement concrete
with pull-out, tension, and shear capacities appropriate for supported loads and building
materials where used.
B. Mechanical-Expansion Anchors: Insert-wedge-type, zinc-coated steel anchors, for use in
hardened portland cement concrete; with pull-out, tension, and shear capacities appropriate for
supported loads and building materials where used.
2.5 EQUIPMENT SUPPORTS
A. Description: Welded, shop- or field-fabricated equipment support made from structural carbon-
steel shapes.
2.6 MISCELLANEOUS MATERIALS
A. Structural Steel: ASTM A 36/A 36M, carbon-steel plates, shapes, and bars; black and
galvanized.
B. Grout: ASTM C 1107, factory-mixed and -packaged, dry, hydraulic-cement, nonshrink and
nonmetallic grout; suitable for interior and exterior applications.
1. Properties: Nonstaining, noncorrosive, and nongaseous.
2. Design Mix: 5000-psi, 28-day compressive strength.
PART 3 - EXECUTION
3.1 HANGER AND SUPPORT INSTALLATION
A. Metal Pipe-Hanger Installation: Comply with MSS SP-69 and MSS SP-89. Install hangers,
supports, clamps, and attachments as required to properly support piping from the building
structure.
HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 4
B. Metal Trapeze Pipe-Hanger Installation: Comply with MSS SP-69 and MSS SP-89. Arrange for
grouping of parallel runs of horizontal piping, and support together on field-fabricated trapeze
pipe hangers.
1. Pipes of Various Sizes: Support together and space trapezes for smallest pipe size or
install intermediate supports for smaller diameter pipes as specified for individual pipe
hangers.
2. Field fabricate from ASTM A 36/A 36M, carbon-steel shapes selected for loads being
supported. Weld steel according to AWS D1.1/D1.1M.
C. Thermal-Hanger Shield Installation: Install in pipe hanger or shield for insulated piping.
D. Fastener System Installation:
1. Install powder-actuated fasteners for use in lightweight concrete or concrete slabs less
than 4 inches thick in concrete after concrete is placed and completely cured. Use
operators that are licensed by powder-actuated tool manufacturer. Install fasteners
according to powder-actuated tool manufacturer's operating manual.
2. Install mechanical-expansion anchors in concrete after concrete is placed and completely
cured. Install fasteners according to manufacturer's written instructions.
E. Install hangers and supports complete with necessary attachments, inserts, bolts, rods, nuts,
washers, and other accessories.
F. Equipment Support Installation: Fabricate from welded-structural-steel shapes.
G. Install hangers and supports to allow controlled thermal and seismic movement of piping
systems, to permit freedom of movement between pipe anchors, and to facilitate action of
expansion joints, expansion loops, expansion bends, and similar units.
H. Install lateral bracing with pipe hangers and supports to prevent swaying.
I. Install building attachments within concrete slabs or attach to structural steel. Install additional
attachments at concentrated loads, including valves, flanges, and strainers, NPS 2-1/2 and larger
and at changes in direction of piping. Install concrete inserts before concrete is placed; fasten
inserts to forms and install reinforcing bars through openings at top of inserts.
J. Load Distribution: Install hangers and supports so that piping live and dead loads and stresses
from movement will not be transmitted to connected equipment.
K. Pipe Slopes: Install hangers and supports to provide indicated pipe slopes and to not exceed
maximum pipe deflections allowed by ASME B31.9 for building services piping.
L. Insulated Piping:
1. Attach clamps and spacers to piping.
a. Piping Operating above Ambient Air Temperature: Clamp may project through
insulation.
b. Piping Operating below Ambient Air Temperature: Use thermal-hanger shield
insert with clamp sized to match OD of insert.
HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 5
c. Do not exceed pipe stress limits allowed by ASME B31.9 for building services
piping.
2. Install MSS SP-58, Type 39, protection saddles if insulation without vapor barrier is
indicated. Fill interior voids with insulation that matches adjoining insulation.
a. Option: Thermal-hanger shield inserts may be used. Include steel weight-
distribution plate for pipe NPS 4 and larger if pipe is installed on rollers.
3. Install MSS SP-58, Type 40, protective shields on cold piping with vapor barrier. Shields
shall span an arc of 180 degrees.
a. Option: Thermal-hanger shield inserts may be used. Include steel weight-
distribution plate for pipe NPS 4 and larger if pipe is installed on rollers.
4. Shield Dimensions for Pipe: Not less than the following:
a. NPS 1/4 to NPS 3-1/2: 12 inches long and 0.048 inch thick.
5. Thermal-Hanger Shields: Install with insulation same thickness as piping insulation.
3.2 EQUIPMENT SUPPORTS
A. Fabricate structural-steel stands to suspend equipment from structure overhead or to support
equipment above floor.
B. Grouting: Place grout under supports for equipment and make bearing surface smooth.
C. Provide lateral bracing, to prevent swaying, for equipment supports.
3.3 METAL FABRICATIONS
A. Cut, drill, and fit miscellaneous metal fabrications for trapeze pipe hangers and equipment
supports.
B. Fit exposed connections together to form hairline joints. Field weld connections that cannot be
shop welded because of shipping size limitations.
C. Field Welding: Comply with AWS D1.1/D1.1M procedures for shielded, metal arc welding;
appearance and quality of welds; and methods used in correcting welding work; and with the
following:
1. Use materials and methods that minimize distortion and develop strength and corrosion
resistance of base metals.
2. Obtain fusion without undercut or overlap.
3. Remove welding flux immediately.
4. Finish welds at exposed connections so no roughness shows after finishing and so
contours of welded surfaces match adjacent contours.
HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 6
3.4 ADJUSTING
A. Hanger Adjustments: Adjust hangers to distribute loads equally on attachments and to achieve
indicated slope of pipe.
B. Trim excess length of continuous-thread hanger and support rods to 1-1/2 inches.
3.5 PAINTING
A. Touchup: Clean field welds and abraded areas of shop paint. Paint exposed areas immediately
after erecting hangers and supports. Use same materials as used for shop painting. Comply with
SSPC-PA 1 requirements for touching up field-painted surfaces.
1. Apply paint by brush or spray to provide a minimum dry film thickness of 2.0 mils.
B. Galvanized Surfaces: Clean welds, bolted connections, and abraded areas and apply
galvanizing-repair paint to comply with ASTM A 780.
3.6 HANGER AND SUPPORT SCHEDULE
A. Specific hanger and support requirements are in Sections specifying piping systems and
equipment.
B. Comply with MSS SP-69 for pipe-hanger selections and applications that are not specified in
piping system Sections.
C. Use hangers and supports with galvanized metallic coatings for piping and equipment that will
not have field-applied finish.
D. Use nonmetallic coatings on attachments for electrolytic protection where attachments are in
direct contact with copper tubing.
E. Use carbon-steel pipe hangers and supports and metal trapeze pipe hangers and attachments for
general service applications.
F. Use stainless-steel pipe hangers and stainless-steel attachments for hostile environment
applications.
G. Use copper-plated pipe hangers and copper or stainless-steel attachments for copper piping and
tubing.
H. Use padded hangers for piping that is subject to scratching.
I. Use thermal-hanger shield inserts for insulated piping and tubing.
J. Horizontal-Piping Hangers and Supports: Unless otherwise indicated and except as specified in
piping system Sections, install the following types:
1. Adjustable, Steel Clevis Hangers (MSS Type 1): For suspension of noninsulated or
insulated, stationary pipes NPS 1/2 to NPS 30.
HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 7
2. Yoke-Type Pipe Clamps (MSS Type 2): For suspension of up to 1050 deg F, pipes NPS 4
to NPS 24, requiring up to 4 inches of insulation.
3. Carbon- or Alloy-Steel, Double-Bolt Pipe Clamps (MSS Type 3): For suspension of
pipes NPS 3/4 to NPS 36, requiring clamp flexibility and up to 4 inches of insulation.
4. Adjustable, Steel Band Hangers (MSS Type 7): For suspension of noninsulated,
stationary pipes NPS 1/2 to NPS 8.
5. U-Bolts (MSS Type 24): For support of heavy pipes NPS 1/2 to NPS 30.
6. Pipe Saddle Supports (MSS Type 36): For support of pipes NPS 4 to NPS 36, with steel-
pipe base stanchion support and cast-iron floor flange or carbon-steel plate.
7. Pipe Stanchion Saddles (MSS Type 37): For support of pipes NPS 4 to NPS 36, with
steel-pipe base stanchion support and cast-iron floor flange or carbon-steel plate, and
with U-bolt to retain pipe.
8. Single-Pipe Rolls (MSS Type 41): For suspension of pipes NPS 1 to NPS 30, from two
rods if longitudinal movement caused by expansion and contraction might occur.
9. Complete Pipe Rolls (MSS Type 44): For support of pipes NPS 2 to NPS 42 if
longitudinal movement caused by expansion and contraction might occur but vertical
adjustment is not necessary.
K. Vertical-Piping Clamps: Unless otherwise indicated and except as specified in piping system
Sections, install the following types:
1. Extension Pipe or Riser Clamps (MSS Type 8): For support of pipe risers NPS 3/4 to
NPS 24.
2. Carbon- or Alloy-Steel Riser Clamps (MSS Type 42): For support of pipe risers NPS 3/4
to NPS 24 if longer ends are required for riser clamps.
L. Hanger-Rod Attachments: Unless otherwise indicated and except as specified in piping system
Sections, install the following types:
1. Steel Turnbuckles (MSS Type 13): For adjustment up to 6 inches for heavy loads.
2. Steel Clevises (MSS Type 14): For 120 to 450 deg F piping installations.
M. Building Attachments: Unless otherwise indicated and except as specified in piping system
Sections, install the following types:
1. Steel or Malleable Concrete Inserts (MSS Type 18): For upper attachment to suspend
pipe hangers from concrete ceiling.
2. Top-Beam C-Clamps (MSS Type 19): For use under roof installations with bar-joist
construction, to attach to top flange of structural shape.
3. Side-Beam or Channel Clamps (MSS Type 20): For attaching to bottom flange of beams,
channels, or angles.
4. Center-Beam Clamps (MSS Type 21): For attaching to center of bottom flange of beams.
5. Welded Beam Attachments (MSS Type 22): For attaching to bottom of beams if loads are
considerable and rod sizes are large.
6. C-Clamps (MSS Type 23): For structural shapes.
7. Welded-Steel Brackets: For support of pipes from below, or for suspending from above
by using clip and rod. Use one of the following for indicated loads:
a. Light (MSS Type 31): 750 lb.
b. Medium (MSS Type 32): 1500 lb.
c. Heavy (MSS Type 33): 3000 lb.
HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 8
8. Side-Beam Brackets (MSS Type 34): For sides of steel or wooden beams.
9. Plate Lugs (MSS Type 57): For attaching to steel beams if flexibility at beam is required.
N. Saddles and Shields: Unless otherwise indicated and except as specified in piping system
Sections, install the following types:
1. Steel-Pipe-Covering Protection Saddles (MSS Type 39): To fill interior voids with
insulation that matches adjoining insulation.
2. Protection Shields (MSS Type 40): Of length recommended in writing by manufacturer
to prevent crushing insulation.
3. Thermal-Hanger Shield Inserts: For supporting insulated pipe.
O. Spring Hangers and Supports: Unless otherwise indicated and except as specified in piping
system Sections, install the following types:
1. Spring Cushions (MSS Type 48): For light loads if vertical movement does not exceed 1-
1/4 inches.
2. Spring-Cushion Roll Hangers (MSS Type 49): For equipping Type 41, roll hanger with
springs.
3. Variable-Spring Base Supports (MSS Type 52): Preset to indicated load and limit
variability factor to 25 percent to allow expansion and contraction of piping system from
base support.
P. Comply with MSS SP-69 for trapeze pipe-hanger selections and applications that are not
specified in piping system Sections.
Q. Use powder-actuated fasteners or mechanical-expansion anchors instead of building
attachments where required in concrete construction.
END OF SECTION 230529
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 1
SECTION 230593 - TESTING, ADJUSTING, AND BALANCING FOR HVAC
PART 1 - GENERAL
1.1 SUMMARY
A. Section Includes:
1. Balancing Air Systems:
a. Constant-volume air systems.
b. Variable-air-volume systems.
2. Balancing Hydronic Piping Systems:
a. Constant-flow hydronic systems.
1.2 DEFINITIONS
A. AABC: Associated Air Balance Council.
B. NEBB: National Environmental Balancing Bureau.
C. TAB: Testing, adjusting, and balancing.
D. TABB: Testing, Adjusting, and Balancing Bureau.
E. TAB Specialist: Independent entity meeting qualifications to perform TAB work.
F. TDH: Total dynamic head.
1.3 ACTION SUBMITTALS
1.4 INFORMATIONAL SUBMITTALS
A. Strategies and Procedures Plan: Within 60 days of Contractor's Notice to Proceed, submit TAB
strategies and step-by-step procedures as specified in "Preparation" Article.
B. Certified TAB reports.
1.5 QUALITY ASSURANCE
A. TAB Specialists Qualifications: Certified by AABC, NEBB or TABB.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 2
1. TAB Field Supervisor: Employee of the TAB specialist and certified by AABC, NEBB
or TABB.
2. TAB Technician: Employee of the TAB specialist and certified by AABC, NEBB or
TABB as a TAB technician.
B. Instrumentation Type, Quantity, Accuracy, and Calibration: Comply with requirements in
ASHRAE 111, Section 4, "Instrumentation."
PART 2 - PRODUCTS (Not Applicable)
PART 3 - EXECUTION
3.1 EXAMINATION
A. Examine the Contract Documents to become familiar with Project requirements and to discover
conditions in systems designs that may preclude proper TAB of systems and equipment.
B. Examine installed systems for balancing devices, such as test ports, gage cocks, thermometer
wells, flow-control devices, balancing valves and fittings, and manual volume dampers. Verify
that locations of these balancing devices are applicable for intended purpose and are accessible.
C. Examine the approved submittals for HVAC systems and equipment.
D. Examine design data including HVAC system descriptions, statements of design assumptions
for environmental conditions and systems output, and statements of philosophies and
assumptions about HVAC system and equipment controls.
E. Examine equipment performance data including fan and pump curves.
1. Relate performance data to Project conditions and requirements, including system effects
that can create undesired or unpredicted conditions that cause reduced capacities in all or
part of a system.
2. Calculate system-effect factors to reduce performance ratings of HVAC equipment when
installed under conditions different from the conditions used to rate equipment
performance. To calculate system effects for air systems, use tables and charts found in
AMCA 201, "Fans and Systems," or in SMACNA's "HVAC Systems - Duct Design."
Compare results with the design data and installed conditions.
F. Examine system and equipment installations and verify that field quality-control testing,
cleaning, and adjusting specified in individual Sections have been performed.
G. Examine test reports specified in individual system and equipment Sections.
H. Examine HVAC equipment and verify that bearings are greased, belts are aligned and tight,
filters are clean, and equipment with functioning controls is ready for operation.
I. Examine HVAC units and verify that they are accessible and their controls are connected and
functioning.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 3
J. Examine strainers. Verify that startup screens have been replaced by permanent screens with
indicated perforations.
K. Examine control valves for proper installation for their intended function of throttling, diverting,
or mixing fluid flows.
L. Examine heat-transfer coils for correct piping connections and for clean and straight fins.
M. Examine system pumps to ensure absence of entrained air in the suction piping.
N. Examine operating safety interlocks and controls on HVAC equipment.
O. Report deficiencies discovered before and during performance of TAB procedures. Observe and
record system reactions to changes in conditions. Record default set points if different from
indicated values.
3.2 PREPARATION
A. Prepare a TAB plan that includes strategies and step-by-step procedures for balancing the
systems.
B. Perform system-readiness checks of HVAC systems and equipment to verify system readiness
for TAB work. Include, at a minimum, the following:
1. Airside:
a. Duct systems are complete with terminals installed.
b. Volume, smoke, and fire dampers are open and functional.
c. Clean filters are installed.
d. Fans are operating, free of vibration, and rotating in correct direction.
e. Variable-frequency controllers' startup is complete and safeties are verified.
f. Automatic temperature-control systems are operational.
g. Ceilings are installed.
h. Windows and doors are installed.
i. Suitable access to balancing devices and equipment is provided.
2. Hydronics:
a. Verify leakage and pressure tests on water distribution systems have been
satisfactorily completed.
b. Piping is complete with terminals installed.
c. Water treatment is complete.
d. Systems are flushed, filled, and air purged.
e. Strainers are pulled and cleaned.
f. Control valves are functioning per the sequence of operation.
g. Shutoff and balance valves have been verified to be 100 percent open.
h. Pumps are started and proper rotation is verified.
i. Pump gage connections are installed directly at pump inlet and outlet flanges or in
discharge and suction pipe prior to valves or strainers.
j. Variable-frequency controllers' startup is complete and safeties are verified.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 4
k. Suitable access to balancing devices and equipment is provided.
3.3 GENERAL PROCEDURES FOR TESTING AND BALANCING
A. Perform testing and balancing procedures on each system according to the procedures contained
in ASHRAE 111 or NEBB's "Procedural Standards for Testing, Adjusting, and Balancing of
Environmental Systems" and in this Section.
B. Cut insulation, ducts, pipes, and equipment cabinets for installation of test probes to the
minimum extent necessary for TAB procedures.
1. After testing and balancing, install test ports and duct access doors that comply with
requirements in Section 233300 "Air Duct Accessories."
2. Install and join new insulation that matches removed materials. Restore insulation,
coverings, vapor barrier, and finish according to Section 230713 "Duct Insulation,"
Section 230716 "HVAC Equipment Insulation," and Section 230719 "HVAC Piping
Insulation."
C. Mark equipment and balancing devices, including damper-control positions, valve position
indicators, fan-speed-control levers, and similar controls and devices, with paint or other
suitable, permanent identification material to show final settings.
D. Take and report testing and balancing measurements in inch-pound (IP) units.
3.4 GENERAL PROCEDURES FOR BALANCING AIR SYSTEMS
A. Prepare test reports for both fans and outlets. Obtain manufacturer's outlet factors and
recommended testing procedures. Cross-check the summation of required outlet volumes with
required fan volumes.
B. Prepare schematic diagrams of systems' "as-built" duct layouts.
C. For variable-air-volume systems, develop a plan to simulate diversity.
D. Determine the best locations in main and branch ducts for accurate duct-airflow measurements.
E. Check airflow patterns from the outdoor-air louvers and dampers and the return- and exhaust-air
dampers through the supply-fan discharge and mixing dampers.
F. Locate start-stop and disconnect switches, electrical interlocks, and motor starters.
G. Verify that motor starters are equipped with properly sized thermal protection.
H. Check dampers for proper position to achieve desired airflow path.
I. Check for airflow blockages.
J. Check condensate drains for proper connections and functioning.
K. Check for proper sealing of air-handling-unit components.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 5
L. Verify that air duct system is sealed as specified in Section 233113 "Metal Ducts."
3.5 PROCEDURES FOR CONSTANT-VOLUME AIR SYSTEMS
A. Adjust fans to deliver total indicated airflows within the maximum allowable fan speed listed by
fan manufacturer.
1. Measure total airflow.
a. Set outside-air, return-air, and relief-air dampers for proper position that simulates
minimum outdoor-air conditions.
b. Where duct conditions allow, measure airflow by Pitot-tube traverse. If necessary,
perform multiple Pitot-tube traverses to obtain total airflow.
c. Where duct conditions are not suitable for Pitot-tube traverse measurements, a coil
traverse may be acceptable.
d. If a reliable Pitot-tube traverse or coil traverse is not possible, measure airflow at
terminals and calculate the total airflow.
2. Measure fan static pressures as follows:
a. Measure static pressure directly at the fan outlet or through the flexible connection.
b. Measure static pressure directly at the fan inlet or through the flexible connection.
c. Measure static pressure across each component that makes up the air-handling
system.
d. Report artificial loading of filters at the time static pressures are measured.
3. Review Record Documents to determine variations in design static pressures versus
actual static pressures. Calculate actual system-effect factors. Recommend adjustments to
accommodate actual conditions.
4. Obtain approval from Construction Manager for adjustment of fan speed higher or lower
than indicated speed. Comply with requirements in HVAC Sections for air-handling units
for adjustment of fans, belts, and pulley sizes to achieve indicated air-handling-unit
performance.
5. Do not make fan-speed adjustments that result in motor overload. Consult equipment
manufacturers about fan-speed safety factors. Modulate dampers and measure fan-motor
amperage to ensure that no overload occurs. Measure amperage in full-cooling, full-
heating, economizer, and any other operating mode to determine the maximum required
brake horsepower.
B. Adjust volume dampers for main duct, submain ducts, and major branch ducts to indicated
airflows.
1. Measure airflow of submain and branch ducts.
2. Adjust submain and branch duct volume dampers for specified airflow.
3. Re-measure each submain and branch duct after all have been adjusted.
C. Adjust air inlets and outlets for each space to indicated airflows.
1. Set airflow patterns of adjustable outlets for proper distribution without drafts.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 6
2. Measure inlets and outlets airflow.
3. Adjust each inlet and outlet for specified airflow.
4. Re-measure each inlet and outlet after they have been adjusted.
3.6 PROCEDURES FOR VARIABLE-AIR-VOLUME SYSTEMS
A. Adjust the variable-air-volume systems as follows:
1. Verify that the system static pressure sensor is located two-thirds of the distance down
the duct from the fan discharge.
2. Verify that the system is under static pressure control.
3. Select the terminal unit that is most critical to the supply-fan airflow. Measure inlet static
pressure, and adjust system static pressure control set point so the entering static pressure
for the critical terminal unit is not less than the sum of the terminal-unit manufacturer's
recommended minimum inlet static pressure plus the static pressure needed to overcome
terminal-unit discharge system losses.
4. Calibrate and balance each terminal unit for maximum and minimum design airflow as
follows:
a. Adjust controls so that terminal is calling for maximum airflow. Some controllers
require starting with minimum airflow. Verify calibration procedure for specific
project.
b. Measure airflow and adjust calibration factor as required for design maximum
airflow. Record calibration factor.
c. When maximum airflow is correct, balance the air outlets downstream from
terminal units.
d. Adjust controls so that terminal is calling for minimum airflow.
e. Measure airflow and adjust calibration factor as required for design minimum
airflow. Record calibration factor. If no minimum calibration is available, note any
deviation from design airflow.
f. When in full cooling or full heating, ensure that there is no mixing of hot-deck and
cold-deck airstreams unless so designed.
g. On constant volume terminals, in critical areas where room pressure is to be
maintained, verify that the airflow remains constant over the full range of full
cooling to full heating. Note any deviation from design airflow or room pressure.
5. After terminals have been calibrated and balanced, test and adjust system for total
airflow. Adjust fans to deliver total design airflows within the maximum allowable fan
speed listed by fan manufacturer.
a. Set outside-air, return-air, and relief-air dampers for proper position that simulates
minimum outdoor-air conditions.
b. Set terminals for maximum airflow. If system design includes diversity, adjust
terminals for maximum and minimum airflow so that connected total matches fan
selection and simulates actual load in the building.
c. Where duct conditions allow, measure airflow by Pitot-tube traverse. If necessary,
perform multiple Pitot-tube traverses to obtain total airflow.
d. Where duct conditions are not suitable for Pitot-tube traverse measurements, a coil
traverse may be acceptable.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 7
e. If a reliable Pitot-tube traverse or coil traverse is not possible, measure airflow at
terminals and calculate the total airflow.
6. Measure fan static pressures as follows:
a. Measure static pressure directly at the fan outlet or through the flexible connection.
b. Measure static pressure directly at the fan inlet or through the flexible connection.
c. Measure static pressure across each component that makes up the air-handling
system.
d. Report any artificial loading of filters at the time static pressures are measured.
7. Set final return and outside airflow to the fan while operating at maximum return airflow
and minimum outdoor airflow.
a. Balance the return-air ducts and inlets the same as described for constant-volume
air systems.
b. Verify that terminal units are meeting design airflow under system maximum flow.
8. Re-measure the inlet static pressure at the most critical terminal unit and adjust the
system static pressure set point to the most energy-efficient set point to maintain the
optimum system static pressure. Record set point and give to controls contractor.
9. Verify final system conditions as follows:
a. Re-measure and confirm that minimum outdoor, return, and relief airflows are
within design. Readjust to match design if necessary.
b. Re-measure and confirm that total airflow is within design.
c. Re-measure final fan operating data, rpms, volts, amps, and static profile.
d. Mark final settings.
e. Test system in economizer mode. Verify proper operation and adjust if necessary.
Measure and record all operating data.
f. Verify tracking between supply and return fans.
3.7 GENERAL PROCEDURES FOR HYDRONIC SYSTEMS
A. Prepare test reports for pumps, coils, and heat exchangers. Obtain approved submittals and
manufacturer-recommended testing procedures. Crosscheck the summation of required coil and
heat exchanger flow rates with pump design flow rate.
B. Prepare schematic diagrams of systems' "as-built" piping layouts.
C. In addition to requirements in "Preparation" Article, prepare hydronic systems for testing and
balancing as follows:
1. Check liquid level in expansion tank.
2. Check highest vent for adequate pressure.
3. Check flow-control valves for proper position.
4. Locate start-stop and disconnect switches, electrical interlocks, and motor starters.
5. Verify that motor starters are equipped with properly sized thermal protection.
6. Check that air has been purged from the system.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 8
3.8 PROCEDURES FOR CONSTANT-FLOW HYDRONIC SYSTEMS
A. Adjust pumps to deliver total design gpm.
1. Measure total water flow.
a. Position valves for full flow through coils.
b. Measure flow by main flow meter, if installed.
c. If main flow meter is not installed, determine flow by pump TDH or exchanger
pressure drop.
2. Measure pump TDH as follows:
a. Measure discharge pressure directly at the pump outlet flange or in discharge pipe
prior to any valves.
b. Measure inlet pressure directly at the pump inlet flange or in suction pipe prior to
any valves or strainers.
c. Convert pressure to head and correct for differences in gage heights.
d. Verify pump impeller size by measuring the TDH with the discharge valve closed.
Note the point on manufacturer's pump curve at zero flow, and verify that the
pump has the intended impeller size.
e. With valves open, read pump TDH. Adjust pump discharge valve until design
water flow is achieved.
3. Monitor motor performance during procedures and do not operate motor in an overloaded
condition.
B. Adjust flow-measuring devices installed in mains and branches to design water flows.
1. Measure flow in main and branch pipes.
2. Adjust main and branch balance valves for design flow.
3. Re-measure each main and branch after all have been adjusted.
C. Adjust flow-measuring devices installed at terminals for each space to design water flows.
1. Measure flow at terminals.
2. Adjust each terminal to design flow.
3. Re-measure each terminal after it is adjusted.
4. Position control valves to bypass the coil, and adjust the bypass valve to maintain design
flow.
5. Perform temperature tests after flows have been balanced.
D. For systems with pressure-independent valves at terminals:
1. Measure differential pressure and verify that it is within manufacturer's specified range.
2. Perform temperature tests after flows have been verified.
E. For systems without pressure-independent valves or flow-measuring devices at terminals:
1. Measure and balance coils by either coil pressure drop or temperature method.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 9
2. If balanced by coil pressure drop, perform temperature tests after flows have been
verified.
F. Verify final system conditions as follows:
1. Re-measure and confirm that total water flow is within design.
2. Re-measure final pumps' operating data, TDH, volts, amps, and static profile.
3. Mark final settings.
G. Verify that memory stops have been set.
3.9 TOLERANCES
A. Set HVAC system's airflow rates and water flow rates within the following tolerances:
1. Supply, Return, and Exhaust Fans and Equipment with Fans: Plus or minus 10 percent.
2. Air Outlets and Inlets: Plus or minus 10 percent.
3. Heating-Water Flow Rate: Plus or minus 10 percent.
B. Maintaining pressure relationships as designed shall have priority over the tolerances specified
above.
3.10 FINAL REPORT
A. General: Prepare a certified written report; tabulate and divide the report into separate sections
for tested systems and balanced systems.
1. Include a certification sheet at the front of the report's binder, signed and sealed by the
certified testing and balancing engineer.
2. Include a list of instruments used for procedures, along with proof of calibration.
3. Certify validity and accuracy of field data.
B. Final Report Contents: In addition to certified field-report data, include the following:
1. Pump curves.
2. Fan curves.
3. Manufacturers' test data.
4. Field test reports prepared by system and equipment installers.
5. Other information relative to equipment performance; do not include Shop Drawings and
Product Data.
C. General Report Data: In addition to form titles and entries, include the following data:
1. Title page.
2. Name and address of the TAB specialist.
3. Project name.
4. Project location.
5. Architect's name and address.
6. Engineer's name and address.
7. Contractor's name and address.
TESTING, ADJUSTING, AND BALANCING FOR HVAC 230593 - 10
8. Report date.
9. Signature of TAB supervisor who certifies the report.
10. Table of Contents with the total number of pages defined for each section of the report.
Number each page in the report.
11. Summary of contents including the following:
a. Indicated versus final performance.
b. Notable characteristics of systems.
c. Description of system operation sequence if it varies from the Contract
Documents.
12. Nomenclature sheets for each item of equipment.
13. Data for terminal units, including manufacturer's name, type, size, and fittings.
14. Notes to explain why certain final data in the body of reports vary from indicated values.
15. Test conditions for fans and pump performance forms including the following:
a. Settings for outdoor-, return-, and exhaust-air dampers.
b. Conditions of filters.
c. Face and bypass damper settings at coils.
d. Fan drive settings including settings and percentage of maximum pitch diameter.
e. Inlet vane settings for variable-air-volume systems.
f. Settings for supply-air, static-pressure controller.
g. Other system operating conditions that affect performance.
3.11 ADDITIONAL TESTS
A. Seasonal Periods: If initial TAB procedures were not performed during near-peak summer and
winter conditions, perform additional TAB during near-peak summer and winter conditions.
END OF SECTION 230593
DUCT INSULATION 230713 - 1
SECTION 230713 - DUCT INSULATION
PART 1 - GENERAL
1.1 SUMMARY
A. Section includes insulating the following duct services:
1. Indoor, concealed supply and outdoor air.
2. Indoor, concealed exhaust between isolation damper and penetration of building exterior.
1.2 ACTION SUBMITTALS
A. Product Data: For each type of product indicated.
B. Shop Drawings: Include plans, elevations, sections, details, and attachments to other work.
1. Detail application of protective shields, saddles, and inserts at hangers for each type of
insulation and hanger.
2. Detail insulation application at elbows, fittings, dampers, specialties and flanges for each
type of insulation.
3. Detail application of field-applied jackets.
4. Detail application at linkages of control devices.
1.3 INFORMATIONAL SUBMITTALS
A. Field quality-control reports.
1.4 QUALITY ASSURANCE
A. Surface-Burning Characteristics: For insulation and related materials, as determined by testing
identical products according to ASTM E 84, by a testing agency acceptable to authorities
having jurisdiction. Factory label insulation and jacket materials and adhesive, mastic, tapes,
and cement material containers, with appropriate markings of applicable testing agency.
1. Insulation Installed Indoors: Flame-spread index of 25 or less, and smoke-developed
index of 50 or less.
2. Insulation Installed Outdoors: Flame-spread index of 75 or less, and smoke-developed
index of 150 or less.
DUCT INSULATION 230713 - 2
PART 2 - PRODUCTS
2.1 INSULATION MATERIALS
A. Comply with requirements in "Duct Insulation Schedule, General," "Indoor Duct and Plenum
Insulation Schedule," and "Aboveground, Outdoor Duct and Plenum Insulation Schedule"
articles for where insulating materials shall be applied.
B. Products shall not contain asbestos, lead, mercury, or mercury compounds.
C. Products that come in contact with stainless steel shall have a leachable chloride content of less
than 50 ppm when tested according to ASTM C 871.
D. Insulation materials for use on austenitic stainless steel shall be qualified as acceptable
according to ASTM C 795.
E. Foam insulation materials shall not use CFC or HCFC blowing agents in the manufacturing
process.
F. Mineral-Fiber Blanket Insulation: Mineral or glass fibers bonded with a thermosetting resin.
Comply with ASTM C 553, Type II and ASTM C 1290, Type II with factory-applied vinyl
jacket. Factory-applied jacket requirements are specified in "Factory-Applied Jackets" Article.
1.Products: Subject to compliance with requirements, provide one of the following:
a.CertainTeed Corporation; SoftTouch Duct Wrap.
b.Johns Manville; a Berkshire Hathaway company; Microlite.
c.Knauf Insulation; Atmosphere Duct Wrap with ECOSE Technology.
d.Manson Insulation Inc.; Alley Wrap.
e.Owens Corning; SOFTR All-Service Duct Wrap.
G. Mineral-Fiber Board Insulation: Mineral or glass fibers bonded with a thermosetting resin.
Comply with ASTM C 612, Type IA or Type IB. For duct applications, provide insulation with
factory-applied FSK jacket. Factory-applied jacket requirements are specified in "Factory-
Applied Jackets" Article.
1.Products: Subject to compliance with requirements, provide one of the following:
a.CertainTeed Corporation; Commercial Board.
b.Johns Manville; a Berkshire Hathaway company; 800 Series Spin-Glas.
c.Knauf Insulation; Earthwool Insulation Board with ECOSE Technology.
d.Manson Insulation Inc.; AK Board.
e.Owens Corning; Fiberglas 700 Series.
2.2 FIRE-RATED INSULATION SYSTEMS
A. Fire-Rated Blanket: High-temperature, flexible, blanket insulation with FSK jacket that is tested
and certified to provide a 2-hour fire rating by an NRTL acceptable to authorities having
jurisdiction.
DUCT INSULATION 230713 - 3
1.Products: Subject to compliance with requirements, provide one of the following:
a.3M; Fire Barrier Wrap Products.
b.CertainTeed Corporation; FlameChek.
c.Johns Manville; a Berkshire Hathaway company; Firetemp Wrap.
d.Nelson Firestop; a brand of Emerson Industrial Automation; Nelson FSB
Flameshield Blanket.
e.Thermal Ceramics; FireMaster Duct Wrap.
f.Unifrax Corporation; FyreWrap.
2.3 ADHESIVES
A. Materials shall be compatible with insulation materials, jackets, and substrates and for bonding
insulation to itself and to surfaces to be insulated unless otherwise indicated.
B. Mineral-Fiber Adhesive: Comply with MIL-A-3316C, Class 2, Grade A.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-127.
b.Eagle Bridges - Marathon Industries; CP-127.Eagle Bridges - Marathon Industries;
225.
c.Foster Brand; H. B. Fuller Construction Products; 85-60/85-70.
d.Mon-Eco Industries, Inc.; 22-25.
C. ASJ Adhesive, and FSK Jacket Adhesive: Comply with MIL-A-3316C, Class 2, Grade A for
bonding insulation jacket lap seams and joints.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-82.
b.Eagle Bridges - Marathon Industries.
c.Foster Brand; H. B. Fuller Construction Products; 85-50.
d.Mon-Eco Industries, Inc.; 22-25.
D. PVC Jacket Adhesive: Compatible with PVC jacket.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Dow Corning Corporation; DOW CORNING® 739 PLASTIC ADHESIVE.
b.Johns Manville; a Berkshire Hathaway company; Zeston Perma-Weld, CEEL-
TITE Solvent Welding Adhesive.
c.P.I.C. Plastics, Inc.; Welding Adhesive.
d.Speedline Corporation; Polyco VP Adhesive.
2.4 MASTICS
A. Materials shall be compatible with insulation materials, jackets, and substrates; comply with
MIL-PRF-19565C, Type II.
DUCT INSULATION 230713 - 4
B. Vapor-Barrier Mastic: Water based; suitable for indoor use on below ambient services.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Foster Brand; H. B. Fuller Construction Products; 30-80/30-90.
b. Knauf Insulation; [EXPERT Mastics – KI-900 ASJ] [EXPERT Mastics – KI-
905 ASJ+].
c. Vimasco Corporation.
2. Water-Vapor Permeance: ASTM E 96/E 96M, Procedure B, 0.013 perm at 43-mil dry
film thickness.
3. Service Temperature Range: Minus 20 to plus 180 deg F.
4. Solids Content: ASTM D 1644, 58 percent by volume and 70 percent by weight.
5. Color: White.
C. Breather Mastic: Water based; suitable for indoor and outdoor use on above ambient services.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-10.
b.Eagle Bridges - Marathon Industries.
c.Foster Brand; H. B. Fuller Construction Products; 46-50.
d.Knauf Insulation; [EXPERT Mastics - KI-700 ASJ] [EXPERT Mastics - KI-
705 ASJ+].
e.Mon-Eco Industries, Inc.; 55-50.
f.Vimasco Corporation; WC-1/WC-5.
2. Water-Vapor Permeance: ASTM F 1249, 1.8 perms at 0.0625-inch dry film thickness.
3. Service Temperature Range: Minus 20 to plus 180 deg F.
4. Solids Content: 60 percent by volume and 66 percent by weight.
5. Color: White.
2.5 SEALANTS
A. FSK and Metal Jacket Flashing Sealants:
1.Products: Subject to compliance with requirements, provide one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-76.
b.Eagle Bridges - Marathon Industries; CP-76.Eagle Bridges - Marathon Industries;
405..
c.Foster Brand; H. B. Fuller Construction Products; 95-44.
d.Mon-Eco Industries, Inc.; 44-05.
2. Materials shall be compatible with insulation materials, jackets, and substrates.
3. Fire- and water-resistant, flexible, elastomeric sealant.
4. Service Temperature Range: Minus 40 to plus 250 deg F.
5. Color: Aluminum.
B. ASJ Flashing Sealants, and Vinyl and PVC Jacket Flashing Sealants:
DUCT INSULATION 230713 - 5
1.Products: Subject to compliance with requirements, provide the one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-76.
2. Materials shall be compatible with insulation materials, jackets, and substrates.
3. Fire- and water-resistant, flexible, elastomeric sealant.
4. Service Temperature Range: Minus 40 to plus 250 deg F.
5. Color: White.
2.6 FACTORY-APPLIED JACKETS
A. Insulation system schedules indicate factory-applied jackets on various applications. When
factory-applied jackets are indicated, comply with the following:
1. ASJ: White, kraft-paper, fiberglass-reinforced scrim with aluminum-foil backing;
complying with ASTM C 1136, Type I.
2. ASJ-SSL: ASJ with self-sealing, pressure-sensitive, acrylic-based adhesive covered by a
removable protective strip; complying with ASTM C 1136, Type I.
3. FSK Jacket: Aluminum-foil, fiberglass-reinforced scrim with kraft-paper backing;
complying with ASTM C 1136, Type II.
4. FSP Jacket: Aluminum-foil, fiberglass-reinforced scrim with polyethylene backing;
complying with ASTM C 1136, Type II.
5. Vinyl Jacket: White vinyl with a permeance of 1.3 perms when tested according to
ASTM E 96/E 96M, Procedure A, and complying with NFPA 90A and NFPA 90B.
2.7 FIELD-APPLIED FABRIC-REINFORCING MESH
A. Woven Polyester Fabric: Approximately 1 oz./sq. yd. with a thread count of 10 strands by 10
strands/sq. in., in a Leno weave, for ducts.
a.Childers Brand; H. B. Fuller Construction Products; Chil-Glas No. 5.
2.8 FIELD-APPLIED JACKETS
A. Field-applied jackets shall comply with ASTM C 921, Type I, unless otherwise indicated.
B. FSK Jacket: Aluminum-foil-face, fiberglass-reinforced scrim with kraft-paper backing.
C. PVC Jacket: High-impact-resistant, UV-resistant PVC complying with ASTM D 1784,
Class 16354-C; thickness as scheduled; roll stock ready for shop or field cutting and forming.
Thickness is indicated in field-applied jacket schedules.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Johns Manville; a Berkshire Hathaway company; Zeston.
b.P.I.C. Plastics, Inc.; FG Series.
c.Proto Corporation; LoSmoke.
d.Speedline Corporation; SmokeSafe.
DUCT INSULATION 230713 - 6
2. Adhesive: As recommended by jacket material manufacturer.
3. Color: Color-code jackets based on system. Color as selected by Architect.
D. Aluminum Jacket: Comply with ASTM B 209, Alloy 3003, 3005, 3105, or 5005, Temper H-14.
1.Products: Subject to compliance with requirements, provide one of the following:
a. Childers Brand; H.B. Fuller Construction Products; Metal Jacketing Systems.
b. ITW Insulation Systems; Illinois Tool Works, Inc.; Aluminum and Stainless-Steel
Jacketing.
c. RPR Products, Inc.; Insul-Mate.
2. Finish and thickness are indicated in field-applied jacket schedules.
3. Moisture Barrier for Indoor Applications: 1-mil-thick, heat-bonded polyethylene and
kraft paper.
4. Moisture Barrier for Outdoor Applications: 3-mil-thick, heat-bonded polyethylene and
kraft paper.
E. Self-Adhesive Outdoor Jacket: 60-mil-thick, laminated vapor barrier and waterproofing
membrane for installation over insulation located aboveground outdoors; consisting of a
rubberized bituminous resin on a cross-laminated polyethylene film covered with white
aluminum-foil facing.
1.Products: Subject to compliance with requirements, provide the following:
a.Polyguard Products, Inc.; Alumaguard 60.
2.9 TAPES
A. ASJ Tape: White vapor-retarder tape matching factory-applied jacket with acrylic adhesive,
complying with ASTM C 1136.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Avery Dennison Corporation, Specialty Tapes Division; Fasson 0836.
b.Compac Corporation; 104 and 105.
c.Ideal Tape Co., Inc., an American Biltrite Company; 428 AWF ASJ.
d.Knauf Insulation;
e.Venture Tape; 1540 CW Plus, 1542 CW Plus, and 1542 CW Plus/SQ.
2. Width: 3 inches.
3. Thickness: 11.5 mils.
4. Adhesion: 90 ounces force/inch in width.
5. Elongation: 2 percent.
6. Tensile Strength: 40 lbf/inch in width.
7. ASJ Tape Disks and Squares: Precut disks or squares of ASJ tape.
DUCT INSULATION 230713 - 7
B. FSK Tape: Foil-face, vapor-retarder tape matching factory-applied jacket with acrylic adhesive;
complying with ASTM C 1136.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Avery Dennison Corporation, Specialty Tapes Division; Fasson 0827.
b.Compac Corporation; 110 and 111.
c.Ideal Tape Co., Inc., an American Biltrite Company; 491 AWF FSK.
d.Knauf Insulation; EXPERT Tapes - FSK Tape.
e.Venture Tape; 1525 CW NT, 1528 CW, and 1528 CW/SQ.
2. Width: 3 inches.
3. Thickness: 6.5 mils.
4. Adhesion: 90 ounces force/inch in width.
5. Elongation: 2 percent.
6. Tensile Strength: 40 lbf/inch in width.
7. FSK Tape Disks and Squares: Precut disks or squares of FSK tape.
C. PVC Tape: White vapor-retarder tape matching field-applied PVC jacket with acrylic adhesive;
suitable for indoor and outdoor applications.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Compac Corporation.
b.Ideal Tape Co., Inc., an American Biltrite Company; 370 White PVC tape.
c.Venture Tape; 1506 CW NS.
2. Width: 2 inches.
3. Thickness: 6 mils.
4. Adhesion: 64 ounces force/inch in width.
5. Elongation: 500 percent.
6. Tensile Strength: 18 lbf/inch in width.
D. Aluminum-Foil Tape: Vapor-retarder tape with acrylic adhesive.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Avery Dennison Corporation, Specialty Tapes Division; Fasson 0800.
b.Compac Corporation.
c.Ideal Tape Co., Inc., an American Biltrite Company; 488 AWF.
d.Knauf Insulation; EXPERT Tapes - 2 Mil Foil Tape.
e.Venture Tape; 3520 CW.
2. Width: 2 inches.
3. Thickness: 3.7 mils.
4. Adhesion: 100 ounces force/inch in width.
5. Elongation: 5 percent.
6. Tensile Strength: 34 lbf/inch in width.
DUCT INSULATION 230713 - 8
2.10 SECUREMENTS
A. Aluminum Bands: ASTM B 209, Alloy 3003, 3005, 3105, or 5005; Temper H-14, 0.020-inch-
thick, 1/2 inch wide with wing seal or closed seal.
1.Products: Subject to compliance with requirements, provide one of the following:
a.ITW Insulation Systems; Illinois Tool Works, Inc.; Gerrard Strapping and Seals.
b.RPR Products, Inc.; Insul-Mate Strapping, Seals, and Springs.
B. Insulation Pins and Hangers:
1. Metal, Adhesively Attached, Perforated-Base Insulation Hangers: Baseplate welded to
projecting spindle that is capable of holding insulation, of thickness indicated, securely in
position indicated when self-locking washer is in place. Comply with the following
requirements:
a.Products: Subject to compliance with requirements, provide one of the following:
1) AGM Industries, Inc; CWP-1.
2) Gemco; CD.
3) Hardcast, Inc.; <Insert product designation>.
4)Midwest Fasteners, Inc; CD.
5) Nelson Stud Welding; TPA, TPC, and TPS.
b. Baseplate: Perforated, galvanized carbon-steel sheet, 0.030-inch-thick by 2 inches
square.
c. Spindle: Copper- or zinc-coated, low-carbon steel, fully annealed, 0.106-inch-
diameter shank, length to suit depth of insulation indicated.
d. Adhesive: Recommended by hanger manufacturer. Product with demonstrated
capability to bond insulation hanger securely to substrates indicated without
damaging insulation, hangers, and substrates.
2. Nonmetal, Adhesively Attached, Perforated-Base Insulation Hangers: Baseplate fastened
to projecting spindle that is capable of holding insulation, of thickness indicated, securely
in position indicated when self-locking washer is in place. Comply with the following
requirements:
a.Products: Subject to compliance with requirements, provide one of the following:
1)Gemco; Nylon Hangers.
2)Midwest Fasteners, Inc; Nylon Insulation Hangers.
b. Baseplate: Perforated, nylon sheet, 0.030-inch-thick by 1-1/2 inches in diameter.
c. Spindle: Nylon, 0.106-inch-diameter shank, length to suit depth of insulation
indicated, up to 2-1/2 inches.
d. Adhesive: Recommended by hanger manufacturer. Product with demonstrated
capability to bond insulation hanger securely to substrates indicated without
damaging insulation, hangers, and substrates.
DUCT INSULATION 230713 - 9
3. Self-Sticking-Base Insulation Hangers: Baseplate welded to projecting spindle that is
capable of holding insulation, of thickness indicated, securely in position indicated when
self-locking washer is in place. Comply with the following requirements:
a.Products: Subject to compliance with requirements, provide one of the following:
1)AGM Industries, Inc; Tactoo Self-Adhering Insul-Hangers.
2)Gemco; Peel & Press.
3)Hardcast, Inc..
4)Midwest Fasteners, Inc; Self Stick.
b. Baseplate: Galvanized carbon-steel sheet, 0.030-inch-thick by 2 inches square.
c. Spindle: Copper- or zinc-coated, low-carbon steel, fully annealed, 0.106-inch-
diameter shank, length to suit depth of insulation indicated.
d. Adhesive-backed base with a peel-off protective cover.
4. Insulation-Retaining Washers: Self-locking washers formed from 0.016-inch-thick,
galvanized-steel sheet, with beveled edge sized as required to hold insulation securely in
place but not less than 1-1/2 inches in diameter.
a.Products: Subject to compliance with requirements, provide one of the following:
1)AGM Industries, Inc; RC-150.
2)Gemco; R-150.
3)Hardcast, Inc.
4)Midwest Fasteners, Inc; WA-150.
5)Nelson Stud Welding; Speed Clips.
b. Protect ends with capped self-locking washers incorporating a spring steel insert to
ensure permanent retention of cap in exposed locations.
5. Nonmetal Insulation-Retaining Washers: Self-locking washers formed from 0.016-inch-
thick nylon sheet, with beveled edge sized as required to hold insulation securely in place
but not less than 1-1/2 inches in diameter.
a.Manufacturers: Subject to compliance with requirements, provide products by one
of the following:
1)Gemco.
2)Midwest Fasteners, Inc.
C. Staples: Outward-clinching insulation staples, nominal 3/4-inch-wide, stainless steel or Monel.
D. Wire: 0.080-inch nickel-copper alloy.
1.Manufacturers: Subject to compliance with requirements, provide products by the
following:
a.C & F Wire.
DUCT INSULATION 230713 - 10
2.11 CORNER ANGLES
A. PVC Corner Angles: 30 mils thick, minimum 1 by 1 inch, PVC according to ASTM D 1784,
Class 16354-C. White or color-coded to match adjacent surface.
B. Aluminum Corner Angles: 0.040-inch-thick, minimum 1 by 1 inch, aluminum according to
ASTM B 209, Alloy 3003, 3005, 3105, or 5005; Temper H-14.
PART 3 - EXECUTION
3.1 PREPARATION
A. Surface Preparation: Clean and dry surfaces to receive insulation. Remove materials that will
adversely affect insulation application.
3.2 GENERAL INSTALLATION REQUIREMENTS
A. Install insulation materials, accessories, and finishes with smooth, straight, and even surfaces;
free of voids throughout the length of ducts and fittings.
B. Install insulation materials, vapor barriers or retarders, jackets, and thicknesses required for
each item of duct system as specified in insulation system schedules.
C. Install accessories compatible with insulation materials and suitable for the service. Install
accessories that do not corrode, soften, or otherwise attack insulation or jacket in either wet or
dry state.
D. Install insulation with longitudinal seams at top and bottom of horizontal runs.
E. Install multiple layers of insulation with longitudinal and end seams staggered.
F. Keep insulation materials dry during application and finishing.
G. Install insulation with tight longitudinal seams and end joints. Bond seams and joints with
adhesive recommended by insulation material manufacturer.
H. Install insulation with least number of joints practical.
I. Where vapor barrier is indicated, seal joints, seams, and penetrations in insulation at hangers,
supports, anchors, and other projections with vapor-barrier mastic.
1. Install insulation continuously through hangers and around anchor attachments.
2. For insulation application where vapor barriers are indicated, extend insulation on anchor
legs from point of attachment to supported item to point of attachment to structure. Taper
and seal ends at attachment to structure with vapor-barrier mastic.
3. Install insert materials and install insulation to tightly join the insert. Seal insulation to
insulation inserts with adhesive or sealing compound recommended by insulation
material manufacturer.
DUCT INSULATION 230713 - 11
J. Apply adhesives, mastics, and sealants at manufacturer's recommended coverage rate and wet
and dry film thicknesses.
K. Install insulation with factory-applied jackets as follows:
1. Draw jacket tight and smooth.
2. Cover circumferential joints with 3-inch-wide strips, of same material as insulation
jacket. Secure strips with adhesive and outward clinching staples along both edges of
strip, spaced 4 inches o.c.
3. Overlap jacket longitudinal seams at least 1-1/2 inches. Clean and dry surface to receive
self-sealing lap. Staple laps with outward clinching staples along edge at 2 inches o.c.
a. For below ambient services, apply vapor-barrier mastic over staples.
4. Cover joints and seams with tape, according to insulation material manufacturer's written
instructions, to maintain vapor seal.
5. Where vapor barriers are indicated, apply vapor-barrier mastic on seams and joints and at
ends adjacent to duct flanges and fittings.
L. Cut insulation in a manner to avoid compressing insulation more than 75 percent of its nominal
thickness.
M. Finish installation with systems at operating conditions. Repair joint separations and cracking
due to thermal movement.
N. Repair damaged insulation facings by applying same facing material over damaged areas.
Extend patches at least 4 inches beyond damaged areas. Adhere, staple, and seal patches similar
to butt joints.
3.3 PENETRATIONS
A. Insulation Installation at Roof Penetrations: Install insulation continuously through roof
penetrations.
1. Seal penetrations with flashing sealant.
2. For applications requiring only indoor insulation, terminate insulation above roof surface
and seal with joint sealant. For applications requiring indoor and outdoor insulation,
install insulation for outdoor applications tightly joined to indoor insulation ends. Seal
joint with joint sealant.
3. Extend jacket of outdoor insulation outside roof flashing at least 2 inches below top of
roof flashing.
4. Seal jacket to roof flashing with flashing sealant.
B. Insulation Installation at Interior Wall and Partition Penetrations (That Are Not Fire Rated):
Install insulation continuously through walls and partitions.
C. Insulation Installation at Fire-Rated Wall and Partition Penetrations: Terminate insulation at fire
damper sleeves for fire-rated wall and partition penetrations. Externally insulate damper sleeves
to match adjacent insulation and overlap duct insulation at least 2 inches.
DUCT INSULATION 230713 - 12
3.4 INSTALLATION OF MINERAL-FIBER INSULATION
A. Blanket Insulation Installation on Ducts: Secure with adhesive and insulation pins.
1. Apply adhesives according to manufacturer's recommended coverage rates per unit area,
for 50 percent coverage of duct surfaces.
2. Apply adhesive to entire circumference of ducts and to all surfaces of fittings and
transitions.
3. Install either capacitor-discharge-weld pins and speed washers or cupped-head, capacitor-
discharge-weld pins on sides and bottom of horizontal ducts and sides of vertical ducts as
follows:
a. On duct sides with dimensions 18 inches and smaller, place pins along longitudinal
centerline of duct. Space 3 inches maximum from insulation end joints, and 16
inches o.c.
b. On duct sides with dimensions larger than 18 inches, place pins 16 inches o.c. each
way, and 3 inches maximum from insulation joints. Install additional pins to hold
insulation tightly against surface at cross bracing.
c. Pins may be omitted from top surface of horizontal, rectangular ducts.
d. Do not over compress insulation during installation.
e. Impale insulation over pins and attach speed washers.
f. Cut excess portion of pins extending beyond speed washers or bend parallel with
insulation surface. Cover exposed pins and washers with tape matching insulation
facing.
4. For ducts with surface temperatures below ambient, install a continuous unbroken vapor
barrier. Create a facing lap for longitudinal seams and end joints with insulation by
removing 2 inches from one edge and one end of insulation segment. Secure laps to
adjacent insulation section with 1/2-inch outward-clinching staples, 1-inch o.c. Install
vapor barrier consisting of factory- or field-applied jacket, adhesive, vapor-barrier mastic,
and sealant at joints, seams, and protrusions.
a. Repair punctures, tears, and penetrations with tape or mastic to maintain vapor-
barrier seal.
b. Install vapor stops for ductwork operating below 50 deg F at 18-foot intervals.
Vapor stops shall consist of vapor-barrier mastic applied in a Z-shaped pattern over
insulation face, along butt end of insulation, and over the surface. Cover insulation
face and surface to be insulated a width equal to two times the insulation thickness,
but not less than 3 inches.
5. Overlap unfaced blankets a minimum of 2 inches on longitudinal seams and end joints.
At end joints, secure with steel bands spaced a maximum of 18 inches o.c.
6. Install insulation on rectangular duct elbows and transitions with a full insulation section
for each surface. Install insulation on round and flat-oval duct elbows with individually
mitered gores cut to fit the elbow.
7. Insulate duct stiffeners, hangers, and flanges that protrude beyond insulation surface with
6-inch-wide strips of same material used to insulate duct. Secure on alternating sides of
stiffener, hanger, and flange with pins spaced 6 inches o.c.
B. Board Insulation Installation on Ducts: Secure with adhesive and insulation pins.
DUCT INSULATION 230713 - 13
1. Apply adhesives according to manufacturer's recommended coverage rates per unit area,
for 50 percent coverage of duct surfaces.
2. Apply adhesive to entire circumference of ducts and to all surfaces of fittings and
transitions.
3. Install either capacitor-discharge-weld pins and speed washers or cupped-head, capacitor-
discharge-weld pins on sides and bottom of horizontal ducts and sides of vertical ducts as
follows:
a. On duct sides with dimensions 18 inches and smaller, place pins along longitudinal
centerline of duct. Space 3 inches maximum from insulation end joints, and 16
inches o.c.
b. On duct sides with dimensions larger than 18 inches, space pins 16 inches o.c. each
way, and 3 inches maximum from insulation joints. Install additional pins to hold
insulation tightly against surface at cross bracing.
c. Pins may be omitted from top surface of horizontal, rectangular ducts.
d. Do not overcompress insulation during installation.
e. Cut excess portion of pins extending beyond speed washers or bend parallel with
insulation surface. Cover exposed pins and washers with tape matching insulation
facing.
4. For ducts with surface temperatures below ambient, install a continuous unbroken vapor
barrier. Create a facing lap for longitudinal seams and end joints with insulation by
removing 2 inches from one edge and one end of insulation segment. Secure laps to
adjacent insulation section with 1/2-inch outward-clinching staples, 1 inch o.c. Install
vapor barrier consisting of factory- or field-applied jacket, adhesive, vapor-barrier mastic,
and sealant at joints, seams, and protrusions.
a. Repair punctures, tears, and penetrations with tape or mastic to maintain vapor-
barrier seal.
b. Install vapor stops for ductwork operating below 50 deg F at 18-foot intervals.
Vapor stops shall consist of vapor-barrier mastic applied in a Z-shaped pattern over
insulation face, along butt end of insulation, and over the surface. Cover insulation
face and surface to be insulated a width equal to two times the insulation thickness,
but not less than 3 inches.
5. Install insulation on rectangular duct elbows and transitions with a full insulation section
for each surface. Groove and score insulation to fit as closely as possible to outside and
inside radius of elbows. Install insulation on round and flat-oval duct elbows with
individually mitered gores cut to fit the elbow.
6. Insulate duct stiffeners, hangers, and flanges that protrude beyond insulation surface with
6-inch-wide strips of same material used to insulate duct. Secure on alternating sides of
stiffener, hanger, and flange with pins spaced 6 inches o.c.
3.5 FIELD-APPLIED JACKET INSTALLATION
A. Where FSK jackets are indicated, install as follows:
1. Draw jacket material smooth and tight.
2. Install lap or joint strips with same material as jacket.
3. Secure jacket to insulation with manufacturer's recommended adhesive.
DUCT INSULATION 230713 - 14
4. Install jacket with 1-1/2-inch laps at longitudinal seams and 3-inch-wide joint strips at
end joints.
5. Seal openings, punctures, and breaks in vapor-retarder jackets and exposed insulation
with vapor-barrier mastic.
B. Where PVC jackets are indicated, install with 1-inch overlap at longitudinal seams and end
joints; for horizontal applications, install with longitudinal seams along top and bottom of tanks
and vessels. Seal with manufacturer's recommended adhesive.
1. Apply two continuous beads of adhesive to seams and joints, one bead under lap and the
finish bead along seam and joint edge.
C. Where metal jackets are indicated, install with 2-inch overlap at longitudinal seams and end
joints. Overlap longitudinal seams arranged to shed water. Seal end joints with weatherproof
sealant recommended by insulation manufacturer. Secure jacket with stainless-steel bands 12
inches o.c. and at end joints.
3.6 FIRE-RATED INSULATION SYSTEM INSTALLATION
A. Where fire-rated insulation system is indicated, secure system to ducts and duct hangers and
supports to maintain a continuous fire rating.
B. Insulate duct access panels and doors to achieve same fire rating as duct.
C. Install firestopping at penetrations through fire-rated assemblies.
3.7 FINISHES
A. Insulation with ASJ or Other Paintable Jacket Material: Paint jacket with paint system identified
below.
1. Flat Acrylic Finish: Two finish coats over a primer that is compatible with jacket
material and finish coat paint. Add fungicidal agent to render fabric mildew proof.
a. Finish Coat Material: Interior, flat, latex-emulsion size.
B. Color: Final color as selected by Architect. Vary first and second coats to allow visual
inspection of the completed Work.
C. Do not field paint aluminum or stainless-steel jackets.
3.8 FIELD QUALITY CONTROL
A. Perform tests and inspections.
B. Tests and Inspections:
1. Inspect ductwork, randomly selected by Architect, by removing field-applied jacket and
insulation in layers in reverse order of their installation. Extent of inspection shall be
DUCT INSULATION 230713 - 15
limited to one location(s) for each duct system defined in the "Duct Insulation Schedule,
General" Article.
C. All insulation applications will be considered defective Work if sample inspection reveals
noncompliance with requirements.
3.9 DUCT INSULATION SCHEDULE, GENERAL
A. Ducts Requiring Insulation:
1. Indoor, concealed supply and outdoor air.
2. Indoor, concealed exhaust between isolation damper and penetration of building exterior.
B. Items Not Insulated:
1. Fibrous-glass ducts.
2. Metal ducts with duct liner of sufficient thickness to comply with energy code and
ASHRAE/IESNA 90.1.
3. Factory-insulated flexible ducts.
4. Flexible connectors.
5. Vibration-control devices.
6. Factory-insulated access panels and doors.
3.10 INDOOR DUCT INSULATION SCHEDULE
A. Concealed, Supply-Air Duct Insulation: Mineral-fiber blanket, 1-1/2 inches thick and 0.75-
lb/cu. ft. nominal density.
B. Concealed, Exhaust-Air Duct Insulation: Mineral-fiber blanket, 1-1/2 inches thick and 0.75-
lb/cu. ft. nominal density.
3.11 INDOOR, FIELD-APPLIED JACKET SCHEDULE
A. Install jacket over insulation material. For insulation with factory-applied jacket, install the
field-applied jacket over the factory-applied jacket.
B. If more than one material is listed, selection from materials listed is Contractor's option.
C. Ducts, Exposed:
1. Aluminum, Smooth: 0.016 inch thick.
END OF SECTION 230713
HVAC PIPING INSULATION 230719 - 1
SECTION 230719 - HVAC PIPING INSULATION
PART 1 - GENERAL
1.1 SUMMARY
A. Section includes insulating the following HVAC piping systems:
1. Heating hot-water piping, indoors.
1.2 ACTION SUBMITTALS
A. Product Data: For each type of product indicated.
1.3 INFORMATIONAL SUBMITTALS
A. Field quality-control reports.
1.4 QUALITY ASSURANCE
A. Surface-Burning Characteristics: For insulation and related materials, as determined by testing
identical products according to ASTM E 84, by a testing and inspecting agency acceptable to
authorities having jurisdiction. Factory label insulation and jacket materials and adhesive,
mastic, tapes, and cement material containers, with appropriate markings of applicable testing
agency.
1. Insulation Installed Indoors: Flame-spread index of 25 or less, and smoke-developed
index of 50 or less.
2. Insulation Installed Outdoors: Flame-spread index of 75 or less, and smoke-developed
index of 150 or less.
PART 2 - PRODUCTS
2.1 INSULATION MATERIALS
A. Products shall not contain asbestos, lead, mercury, or mercury compounds.
B. Products that come in contact with stainless steel shall have a leachable chloride content of less
than 50 ppm when tested according to ASTM C 871.
C. Insulation materials for use on austenitic stainless steel shall be qualified as acceptable
according to ASTM C 795.
D. Foam insulation materials shall not use CFC or HCFC blowing agents in the manufacturing
process.
HVAC PIPING INSULATION 230719 - 2
E. Cellular Glass: Inorganic, incombustible, foamed or cellulated glass with annealed, rigid,
hermetically sealed cells. Factory-applied jacket requirements are specified in "Factory-Applied
Jackets" Article.
1.Products: Subject to compliance with requirements, provide the following:
a.Pittsburgh Corning Corporation; Foamglas.
2. Block Insulation: ASTM C 552, Type I.
3. Special-Shaped Insulation: ASTM C 552, Type III.
4. Board Insulation: ASTM C 552, Type IV.
5. Preformed Pipe Insulation with Factory-Applied ASJ: Comply with ASTM C 552,
Type II, Class 2.
6. Factory fabricate shapes according to ASTM C 450 and ASTM C 585.
F. Flexible Elastomeric Insulation: Closed-cell, sponge- or expanded-rubber materials. Comply
with ASTM C 534, Type I for tubular materials.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Aeroflex USA, Inc.; Aerocel.
b.Armacell LLC; AP Armaflex.
c.K-Flex USA; Insul-Lock.
G. Mineral-Fiber Blanket Insulation: Mineral or glass fibers bonded with a thermosetting resin.
Comply with ASTM C 1290, Type I.
1.Products: Subject to compliance with requirements, provide one of the following:
a.CertainTeed Corporation; SoftTouch Duct Wrap.
b.Johns Manville; a Berkshire Hathaway company; Microlite.
c.Knauf Insulation; Atmosphere Duct Wrap with ECOSE Technology.
d.Manson Insulation Inc.; Alley Wrap.
e.Owens Corning; SOFTR All-Service Duct Wrap.
H. Mineral-Fiber, Preformed Pipe Insulation:
1.Products: Subject to compliance with requirements, provide one of the following:
a.Johns Manville; a Berkshire Hathaway company; Micro-Lok.
b.Knauf Insulation; Earthwool Redi-Klad 1000 Degree Pipe Insulation with ECOSE
Technology.
c.Manson Insulation Inc.; Alley-K.
d.Owens Corning; Fiberglas Pipe Insulation.
2. Type I, 850 deg F Materials: Mineral or glass fibers bonded with a thermosetting resin.
Comply with ASTM C 547, Type I, Grade A, with factory-applied ASJ-SSL. Factory-
applied jacket requirements are specified in "Factory-Applied Jackets" Article.
I. Mineral-Fiber, Pipe Insulation Wicking System: Preformed pipe insulation complying with
ASTM C 547, Type I, Grade A, with absorbent cloth factory-applied to the entire inside surface
HVAC PIPING INSULATION 230719 - 3
of preformed pipe insulation and extended through the longitudinal joint to outside surface of
insulation under insulation jacket. Factory apply a white, polymer, vapor-retarder jacket with
self-sealing adhesive tape seam and evaporation holes running continuously along the
longitudinal seam, exposing the absorbent cloth.
1.Products: Subject to compliance with requirements, provide the following:
a.Owens Corning; VaporWick Pipe Insulation.
J. Polyolefin: Unicellular, polyethylene thermal plastic insulation. Comply with ASTM C 534 or
ASTM C 1427, Type I, Grade 1 for tubular materials and Type II, Grade 1 for sheet materials.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Armacell LLC; Tubolit.
b.Nomaco Insulation; IMCOLOCK, IMCOSHEET, NOMALOCK, and
NOMAPLY.
2.2 INSULATING CEMENTS
A. Mineral-Fiber, Hydraulic-Setting Insulating and Finishing Cement: Comply with ASTM C 449.
1.Products: Subject to compliance with requirements, provide the following:
a.Ramco Insulation, Inc.; Ramcote 1200 and Quik-Cote.
2.3 ADHESIVES
A. Materials shall be compatible with insulation materials, jackets, and substrates and for bonding
insulation to itself and to surfaces to be insulated unless otherwise indicated.
B. Cellular-Glass Adhesive: Two-component, thermosetting urethane adhesive containing no
flammable solvents, with a service temperature range of minus 100 to plus 200 deg F.
1.Products: Subject to compliance with requirements, provide the following:
a.Foster Brand; H. B. Fuller Construction Products; 81-84.
C. Flexible Elastomeric and Polyolefin Adhesive: Comply with MIL-A-24179A, Type II, Class I.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Aeroflex USA, Inc.; Aeroseal.
b.Armacell LLC; Armaflex 520 Adhesive.
c.Foster Brand; H. B. Fuller Construction Products; 85-75.
d.K-Flex USA; K-FLEX 373 Contact Adhesive.
D. Mineral-Fiber Adhesive: Comply with MIL-A-3316C, Class 2, Grade A.
1.Products: Subject to compliance with requirements, provide one of the following:
HVAC PIPING INSULATION 230719 - 4
a.Childers Brand; H. B. Fuller Construction Products; CP-127.
b.Eagle Bridges - Marathon Industries.
c.Foster Brand; H. B. Fuller Construction Products; 85-60/85-70.
d.Mon-Eco Industries, Inc.; 22-25.
E. ASJ Adhesive, and FSK and PVDC Jacket Adhesive: Comply with MIL-A-3316C, Class 2,
Grade A for bonding insulation jacket lap seams and joints.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-82.
b.Eagle Bridges - Marathon Industries.
c.Mon-Eco Industries, Inc.; 22-25.
F. PVC Jacket Adhesive: Compatible with PVC jacket.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Dow Corning Corporation; DOW CORNING® 739 PLASTIC ADHESIVE.
b.Johns Manville; a Berkshire Hathaway company; Zeston Perma-Weld, CEEL-
TITE Solvent Welding Adhesive.
c.P.I.C. Plastics, Inc.; Welding Adhesive.
d.Speedline Corporation; Polyco VP Adhesive.
2.4 MASTICS
A. Materials shall be compatible with insulation materials, jackets, and substrates; comply with
MIL-PRF-19565C, Type II.
B. Vapor-Barrier Mastic: Water based; suitable for indoor use on below-ambient services.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Foster Brand; H. B. Fuller Construction Products; 30-80/30-90.
b.Knauf Insulation; EXPERT Mastics - KI-905 ASJ+.
c.Vimasco Corporation.
2. Water-Vapor Permeance: ASTM E 96/E 96M, Procedure B, 0.013 perm at 43-mil dry
film thickness.
3. Service Temperature Range: Minus 20 to plus 180 deg F.
4. Solids Content: ASTM D 1644, 58 percent by volume and 70 percent by weight.
5. Color: White.
C. Breather Mastic: Water based; suitable for indoor and outdoor use on above-ambient services.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-10.
b.Eagle Bridges - Marathon Industries;.
c.Foster Brand; H. B. Fuller Construction Products; 46-50.
HVAC PIPING INSULATION 230719 - 5
d.Knauf Insulation; EXPERT Mastics - KI-705 ASJ+.
e.Mon-Eco Industries, Inc.; 55-50.
f.Vimasco Corporation; WC-1/WC-5.
2. Water-Vapor Permeance: ASTM F 1249, 1.8 perms at 0.0625-inch dry film thickness.
3. Service Temperature Range: Minus 20 to plus 180 deg F.
4. Solids Content: 60 percent by volume and 66 percent by weight.
5. Color: White.
2.5 SEALANTS
A. Joint Sealants:
1.Products: Subject to compliance with requirements, provide one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-76.
b.Eagle Bridges - Marathon Industries.
c.Foster Brand; H. B. Fuller Construction Products; 30-45.
d.Mon-Eco Industries, Inc.; 44-05.
e.Pittsburgh Corning Corporation; Pittseal 444.
2. Materials shall be compatible with insulation materials, jackets, and substrates.
3. Permanently flexible, elastomeric sealant.
4. Service Temperature Range: Minus 100 to plus 300 deg F.
5. Color: White or gray.
B. FSK and Metal Jacket Flashing Sealants:
1.Products: Subject to compliance with requirements, provide one of the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-76.
b.Eagle Bridges - Marathon Industries.
c.Foster Brand; H. B. Fuller Construction Products; 95-44.
d.Mon-Eco Industries, Inc.; 44-05.
2. Materials shall be compatible with insulation materials, jackets, and substrates.
3. Fire- and water-resistant, flexible, elastomeric sealant.
4. Service Temperature Range: Minus 40 to plus 250 deg F.
5. Color: Aluminum.
C. ASJ Flashing Sealants, and Vinyl, PVDC, and PVC Jacket Flashing Sealants:
1.Products: Subject to compliance with requirements, provide the following:
a.Childers Brand; H. B. Fuller Construction Products; CP-76.
2. Materials shall be compatible with insulation materials, jackets, and substrates.
3. Fire- and water-resistant, flexible, elastomeric sealant.
4. Service Temperature Range: Minus 40 to plus 250 deg F.
5. Color: White.
HVAC PIPING INSULATION 230719 - 6
2.6 FACTORY-APPLIED JACKETS
A. Insulation system schedules indicate factory-applied jackets on various applications. When
factory-applied jackets are indicated, comply with the following:
1. ASJ: White, kraft-paper, fiberglass-reinforced scrim with aluminum-foil backing;
complying with ASTM C 1136, Type I.
2. ASJ-SSL: ASJ with self-sealing, pressure-sensitive, acrylic-based adhesive covered by a
removable protective strip; complying with ASTM C 1136, Type I.
3. FSK Jacket: Aluminum-foil, fiberglass-reinforced scrim with kraft-paper backing;
complying with ASTM C 1136, Type II.
4. FSP Jacket: Aluminum-foil, fiberglass-reinforced scrim with polyethylene backing;
complying with ASTM C 1136, Type II.
5. PVDC Jacket for Indoor Applications: 4-mil-thick, white PVDC biaxially oriented barrier
film with a permeance at 0.02 perm when tested according to ASTM E 96/E 96M and
with a flame-spread index of 5 and a smoke-developed index of 20 when tested according
to ASTM E 84.
a.Products: Subject to compliance with requirements, provide the following:
1)ITW Insulation Systems; Illinois Tool Works, Inc.; Saran 540 Vapor
Retarder Film and Saran 560 Vapor Retarder Film.
6. PVDC Jacket for Outdoor Applications: 6-mil-thick, white PVDC biaxially oriented
barrier film with a permeance at 0.01 perm when tested according to ASTM E 96/E 96M
and with a flame-spread index of 5 and a smoke-developed index of 25 when tested
according to ASTM E 84.
a.Products: Subject to compliance with requirements, provide the following:
1)ITW Insulation Systems; Illinois Tool Works, Inc.; Saran 540 Vapor
Retarder Film and Saran 560 Vapor Retarder Film.
7. PVDC-SSL Jacket: PVDC jacket with a self-sealing, pressure-sensitive, acrylic-based
adhesive covered by a removable protective strip.
a.Products: Subject to compliance with requirements, provide the following:
1)ITW Insulation Systems; Illinois Tool Works, Inc.; Saran 540 Vapor
Retarder Film and Saran 560 Vapor Retarder Film.
8. Vinyl Jacket: White vinyl with a permeance of 1.3 perms when tested according to
ASTM E 96/E 96M, Procedure A, and complying with NFPA 90A and NFPA 90B.
2.7 FIELD-APPLIED FABRIC-REINFORCING MESH
A. Woven Polyester Fabric: Approximately 1 oz./sq. yd. with a thread count of 10 strands by 10
strands/sq. in., in a Leno weave, for pipe.
1.Products: Subject to compliance with requirements, provide one of the following:
HVAC PIPING INSULATION 230719 - 7
a.Foster Brand; H. B. Fuller Construction Products; Mast-A-Fab.
b.Vimasco Corporation; Elastafab 894.
2.8 FIELD-APPLIED JACKETS
A. Field-applied jackets shall comply with ASTM C 921, Type I, unless otherwise indicated.
B. FSK Jacket: Aluminum-foil face, fiberglass-reinforced scrim with kraft-paper backing.
C. PVC Jacket: High-impact-resistant, UV-resistant PVC complying with ASTM D 1784,
Class 16354-C; thickness as scheduled; roll stock ready for shop or field cutting and forming.
Thickness is indicated in field-applied jacket schedules.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Johns Manville; a Berkshire Hathaway company; Zeston.
b.P.I.C. Plastics, Inc.; FG Series.
c.Proto Corporation; LoSmoke.
d.Speedline Corporation; SmokeSafe.
2. Adhesive: As recommended by jacket material manufacturer.
3. Color: Color-code jackets based on system. Color as selected by Architect.
4. Factory-fabricated fitting covers to match jacket if available; otherwise, field fabricate.
a. Shapes: 45- and 90-degree, short- and long-radius elbows, tees, valves, flanges,
unions, reducers, end caps, soil-pipe hubs, traps, mechanical joints, and P-trap and
supply covers for lavatories.
D. Aluminum Jacket: Comply with ASTM B 209, Alloy 3003, 3005, 3105, or 5005, Temper H-14.
a. Childers Brand; H. B. Fuller Construction Products; Metal Jacketing Systems.
b. ITW Insulation Systems; Illinois Tool Works, Inc.; Aluminum and Stainless Steel
Jacketing.
c. RPR Products, Inc.; Insul-Mate.
2. Finish and thickness are indicated in field-applied jacket schedules.
3. Moisture Barrier for Indoor Applications: 1-mil-thick, heat-bonded polyethylene and
kraft paper.
4. Moisture Barrier for Outdoor Applications: 3-mil-thick, heat-bonded polyethylene and
kraft paper.
5. Factory-Fabricated Fitting Covers:
a. Same material, finish, and thickness as jacket.
b. Preformed 2-piece or gore, 45- and 90-degree, short- and long-radius elbows.
c. Tee covers.
d. Flange and union covers.
e. End caps.
f. Beveled collars.
g. Valve covers.
HVAC PIPING INSULATION 230719 - 8
h. Field fabricate fitting covers only if factory-fabricated fitting covers are not
available.
E. Self-Adhesive Outdoor Jacket: 60-mil-thick, laminated vapor barrier and waterproofing
membrane for installation over insulation located aboveground outdoors; consisting of a
rubberized bituminous resin on a cross-laminated polyethylene film covered with white
aluminum-foil facing.
1.Products: Subject to compliance with requirements, provide the following:
a.Polyguard Products, Inc.; Alumaguard 60.
F. PVDC Jacket for Indoor Applications: 4-mil-thick, white PVDC biaxially oriented barrier film
with a permeance at 0.02 perms when tested according to ASTM E 96/E 96M and with a flame-
spread index of 5 and a smoke-developed index of 20 when tested according to ASTM E 84.
1.Products: Subject to compliance with requirements, provide the following:
a.ITW Insulation Systems; Illinois Tool Works, Inc.; Saran 540 Vapor Retarder
Film.
G. PVDC Jacket for Outdoor Applications: 6-mil-thick, white PVDC biaxially oriented barrier film
with a permeance at 0.01 perms when tested according to ASTM E 96/E 96M and with a flame-
spread index of 5 and a smoke-developed index of 25 when tested according to ASTM E 84.
1.Products: Subject to compliance with requirements, provide the following:
a.ITW Insulation Systems; Illinois Tool Works, Inc.; Saran 560 Vapor Retarder
Film.
H. PVDC-SSL Jacket: PVDC jacket with a self-sealing, pressure-sensitive, acrylic-based adhesive
covered by a removable protective strip.
1.Products: Subject to compliance with requirements, provide the following:
a.ITW Insulation Systems; Illinois Tool Works, Inc.; Saran 540 Vapor Retarder Film
and Saran 560 Vapor Retarder Film.
2.9 TAPES
A. ASJ Tape: White vapor-retarder tape matching factory-applied jacket with acrylic adhesive,
complying with ASTM C 1136.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Avery Dennison Corporation, Specialty Tapes Division; Fasson 0836.
b.Compac Corporation; 104 and 105.
c.Ideal Tape Co., Inc., an American Biltrite Company; Ideal Tape 428 ASJ.
d.Knauf Insulation; EXPERT Tapes - ASJ+ Tape.
e.Venture Tape; 1540 CW Plus, 1542 CW Plus, and 1542 CW Plus/SQ.
HVAC PIPING INSULATION 230719 - 9
2. Width: 3 inches.
3. Thickness: 11.5 mils.
4. Adhesion: 90 ounces force/inch in width.
5. Elongation: 2 percent.
6. Tensile Strength: 40 lbf/inch in width.
7. ASJ Tape Disks and Squares: Precut disks or squares of ASJ tape.
B. FSK Tape: Foil-face, vapor-retarder tape matching factory-applied jacket with acrylic adhesive;
complying with ASTM C 1136.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Avery Dennison Corporation, Specialty Tapes Division; Fasson 0827.
b.Compac Corporation; 110 and 111.
c.Ideal Tape Co., Inc., an American Biltrite Company; Ideal Tape Cold Seal 791
FSK.
d.Knauf Insulation; EXPERT Tapes - FSK Tape.
e.Venture Tape; 1525 CW NT, 1528 CW, and 1528 CW/SQ.
2. Width: 3 inches.
3. Thickness: 6.5 mils.
4. Adhesion: 90 ounces force/inch in width.
5. Elongation: 2 percent.
6. Tensile Strength: 40 lbf/inch in width.
7. FSK Tape Disks and Squares: Precut disks or squares of FSK tape.
C. PVC Tape: White vapor-retarder tape matching field-applied PVC jacket with acrylic adhesive;
suitable for indoor and outdoor applications.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Compac Corporation.
b.Ideal Tape Co., Inc., an American Biltrite Company; 370 White PVC tape.
c.Venture Tape; 1506 CW NS.
2. Width: 2 inches.
3. Thickness: 6 mils.
4. Adhesion: 64 ounces force/inch in width.
5. Elongation: 500 percent.
6. Tensile Strength: 18 lbf/inch in width.
D. Aluminum-Foil Tape: Vapor-retarder tape with acrylic adhesive.
1.Products: Subject to compliance with requirements, provide one of the following:
a.Avery Dennison Corporation, Specialty Tapes Division; Fasson 0800.
b.Compac Corporation.
c.Ideal Tape Co., Inc., an American Biltrite Company; Ideal Tape 288 AWF.
d.Knauf Insulation; EXPERT Tapes - 2 Mil Foil Tape.
e.Venture Tape; 3520 CW.
HVAC PIPING INSULATION 230719 - 10
2. Width: 2 inches.
3. Thickness: 3.7 mils.
4. Adhesion: 100 ounces force/inch in width.
5. Elongation: 5 percent.
6. Tensile Strength: 34 lbf/inch in width.
E. PVDC Tape for Indoor Applications: White vapor-retarder PVDC tape with acrylic adhesive.
1.Products: Subject to compliance with requirements, provide the following:
a.ITW Insulation Systems; Illinois Tool Works, Inc.; Saran 540 Vapor Retarder
Tape.
2. Width: 3 inches.
3. Film Thickness: 4 mils.
4. Adhesive Thickness: 1.5 mils.
5. Elongation at Break: 145 percent.
6. Tensile Strength: 55 lbf/inch in width.
F. PVDC Tape for Outdoor Applications: White vapor-retarder PVDC tape with acrylic adhesive.
1.Products: Subject to compliance with requirements, provide the following:
a.ITW Insulation Systems; Illinois Tool Works, Inc.; Saran 560 Vapor Retarder
Tape.
2. Width: 3 inches.
3. Film Thickness: 6 mils.
4. Adhesive Thickness: 1.5 mils.
5. Elongation at Break: 145 percent.
6. Tensile Strength: 55 lbf/inch in width.
2.10 SECUREMENTS
A. Aluminum Bands: ASTM B 209, Alloy 3003, 3005, 3105, or 5005; Temper H-14, 0.020-inch-
thick, 3/4 inch wide with wing seal or closed seal.
1.Products: Subject to compliance with requirements, provide one of the following:
a.ITW Insulation Systems; Illinois Tool Works, Inc.; Gerrard Strapping and Seals.
b.RPR Products, Inc.; Insul-Mate Strapping, Seals, and Springs.
B. Staples: Outward-clinching insulation staples, nominal 3/4-inch-wide, stainless steel or Monel.
C. Wire: 0.062-inch soft-annealed, stainless steel.
1.Manufacturers: Subject to compliance with requirements, provide products by the
following:
a.C & F Wire.
HVAC PIPING INSULATION 230719 - 11
PART 3 - EXECUTION
3.1 PREPARATION
A. Surface Preparation: Clean and dry surfaces to receive insulation. Remove materials that will
adversely affect insulation application.
B. Coordinate insulation installation with the trade installing heat tracing. Comply with
requirements for heat tracing that apply to insulation.
C. Mix insulating cements with clean potable water; if insulating cements are to be in contact with
stainless-steel surfaces, use demineralized water.
3.2 GENERAL INSTALLATION REQUIREMENTS
A. Install insulation materials, accessories, and finishes with smooth, straight, and even surfaces;
free of voids throughout the length of piping including fittings, valves, and specialties.
B. Install insulation materials, forms, vapor barriers or retarders, jackets, and thicknesses required
for each item of pipe system as specified in insulation system schedules.
C. Install accessories compatible with insulation materials and suitable for the service. Install
accessories that do not corrode, soften, or otherwise attack insulation or jacket in either wet or
dry state.
D. Install insulation with longitudinal seams at top and bottom of horizontal runs.
E. Install multiple layers of insulation with longitudinal and end seams staggered.
F. Do not weld brackets, clips, or other attachment devices to piping, fittings, and specialties.
G. Keep insulation materials dry during application and finishing.
H. Install insulation with tight longitudinal seams and end joints. Bond seams and joints with
adhesive recommended by insulation material manufacturer.
I. Install insulation with least number of joints practical.
J. Where vapor barrier is indicated, seal joints, seams, and penetrations in insulation at hangers,
supports, anchors, and other projections with vapor-barrier mastic.
1. Install insulation continuously through hangers and around anchor attachments.
2. For insulation application where vapor barriers are indicated, extend insulation on anchor
legs from point of attachment to supported item to point of attachment to structure. Taper
and seal ends at attachment to structure with vapor-barrier mastic.
3. Install insert materials and install insulation to tightly join the insert. Seal insulation to
insulation inserts with adhesive or sealing compound recommended by insulation
material manufacturer.
4. Cover inserts with jacket material matching adjacent pipe insulation. Install shields over
jacket, arranged to protect jacket from tear or puncture by hanger, support, and shield.
HVAC PIPING INSULATION 230719 - 12
K. Apply adhesives, mastics, and sealants at manufacturer's recommended coverage rate and wet
and dry film thicknesses.
L. Install insulation with factory-applied jackets as follows:
1. Draw jacket tight and smooth.
2. Cover circumferential joints with 3-inch-wide strips, of same material as insulation
jacket. Secure strips with adhesive and outward clinching staples along both edges of
strip, spaced 4 inches o.c.
3. Overlap jacket longitudinal seams at least 1-1/2 inches. Install insulation with
longitudinal seams at bottom of pipe. Clean and dry surface to receive self-sealing lap.
Staple laps with outward clinching staples along edge at 4 inches o.c.
a. For below-ambient services, apply vapor-barrier mastic over staples.
4. Cover joints and seams with tape, according to insulation material manufacturer's written
instructions, to maintain vapor seal.
5. Where vapor barriers are indicated, apply vapor-barrier mastic on seams and joints and at
ends adjacent to pipe flanges and fittings.
M. Cut insulation in a manner to avoid compressing insulation more than 75 percent of its nominal
thickness.
N. Finish installation with systems at operating conditions. Repair joint separations and cracking
due to thermal movement.
O. Repair damaged insulation facings by applying same facing material over damaged areas.
Extend patches at least 4 inches beyond damaged areas. Adhere, staple, and seal patches similar
to butt joints.
P. For above-ambient services, do not install insulation to the following:
1. Vibration-control devices.
2. Testing agency labels and stamps.
3. Nameplates and data plates.
4. Manholes.
5. Handholes.
6. Cleanouts.
3.3 PENETRATIONS
A. Insulation Installation at Interior Wall and Partition Penetrations (That Are Not Fire Rated):
Install insulation continuously through walls and partitions.
B. Insulation Installation at Fire-Rated Wall and Partition Penetrations: Install insulation
continuously through penetrations of fire-rated walls and partitions.
HVAC PIPING INSULATION 230719 - 13
3.4 GENERAL PIPE INSULATION INSTALLATION
A. Requirements in this article generally apply to all insulation materials except where more
specific requirements are specified in various pipe insulation material installation articles.
B. Insulation Installation on Fittings, Valves, Strainers, Flanges, and Unions:
1. Install insulation over fittings, valves, strainers, flanges, unions, and other specialties with
continuous thermal and vapor-retarder integrity unless otherwise indicated.
2. Insulate pipe elbows using preformed fitting insulation or mitered fittings made from
same material and density as adjacent pipe insulation. Each piece shall be butted tightly
against adjoining piece and bonded with adhesive. Fill joints, seams, voids, and irregular
surfaces with insulating cement finished to a smooth, hard, and uniform contour that is
uniform with adjoining pipe insulation.
3. Insulate tee fittings with preformed fitting insulation or sectional pipe insulation of same
material and thickness as used for adjacent pipe. Cut sectional pipe insulation to fit. Butt
each section closely to the next and hold in place with tie wire. Bond pieces with
adhesive.
4. Insulate valves using preformed fitting insulation or sectional pipe insulation of same
material, density, and thickness as used for adjacent pipe. Overlap adjoining pipe
insulation by not less than two times the thickness of pipe insulation, or one pipe
diameter, whichever is thicker. For valves, insulate up to and including the bonnets, valve
stuffing-box studs, bolts, and nuts. Fill joints, seams, and irregular surfaces with
insulating cement.
5. Insulate strainers using preformed fitting insulation or sectional pipe insulation of same
material, density, and thickness as used for adjacent pipe. Overlap adjoining pipe
insulation by not less than two times the thickness of pipe insulation, or one pipe
diameter, whichever is thicker. Fill joints, seams, and irregular surfaces with insulating
cement. Insulate strainers so strainer basket flange or plug can be easily removed and
replaced without damaging the insulation and jacket. Provide a removable reusable
insulation cover. For below-ambient services, provide a design that maintains vapor
barrier.
6. Insulate flanges and unions using a section of oversized preformed pipe insulation.
Overlap adjoining pipe insulation by not less than two times the thickness of pipe
insulation, or one pipe diameter, whichever is thicker.
7. Cover segmented insulated surfaces with a layer of finishing cement and coat with a
mastic. Install vapor-barrier mastic for below-ambient services and a breather mastic for
above-ambient services. Reinforce the mastic with fabric-reinforcing mesh. Trowel the
mastic to a smooth and well-shaped contour.
8. For services not specified to receive a field-applied jacket except for flexible elastomeric
and polyolefin, install fitted PVC cover over elbows, tees, strainers, valves, flanges, and
unions. Terminate ends with PVC end caps. Tape PVC covers to adjoining insulation
facing using PVC tape.
9. Stencil or label the outside insulation jacket of each union with the word "union." Match
size and color of pipe labels.
C. Insulate instrument connections for thermometers, pressure gages, pressure temperature taps,
test connections, flow meters, sensors, switches, and transmitters on insulated pipes. Shape
insulation at these connections by tapering it to and around the connection with insulating
cement and finish with finishing cement, mastic, and flashing sealant.
HVAC PIPING INSULATION 230719 - 14
D. Install removable insulation covers at locations indicated. Installation shall conform to the
following:
1. Make removable flange and union insulation from sectional pipe insulation of same
thickness as that on adjoining pipe. Install same insulation jacket as adjoining pipe
insulation.
2. When flange and union covers are made from sectional pipe insulation, extend insulation
from flanges or union long at least two times the insulation thickness over adjacent pipe
insulation on each side of flange or union. Secure flange cover in place with stainless-
steel or aluminum bands. Select band material compatible with insulation and jacket.
3. Construct removable valve insulation covers in same manner as for flanges, except divide
the two-part section on the vertical center line of valve body.
4. When covers are made from block insulation, make two halves, each consisting of
mitered blocks wired to stainless-steel fabric. Secure this wire frame, with its attached
insulation, to flanges with tie wire. Extend insulation at least 2 inches over adjacent pipe
insulation on each side of valve. Fill space between flange or union cover and pipe
insulation with insulating cement. Finish cover assembly with insulating cement applied
in two coats. After first coat is dry, apply and trowel second coat to a smooth finish.
5. Unless a PVC jacket is indicated in field-applied jacket schedules, finish exposed
surfaces with a metal jacket.
3.5 INSTALLATION OF CELLULAR-GLASS INSULATION
A. Insulation Installation on Straight Pipes and Tubes:
1. Secure each layer of insulation to pipe with wire or bands and tighten bands without
deforming insulation materials.
2. Where vapor barriers are indicated, seal longitudinal seams, end joints, and protrusions
with vapor-barrier mastic and joint sealant.
3. For insulation with factory-applied jackets on above-ambient services, secure laps with
outward-clinched staples at 6 inches o.c.
4. For insulation with factory-applied jackets on below-ambient services, do not staple
longitudinal tabs. Instead, secure tabs with additional adhesive as recommended by
insulation material manufacturer and seal with vapor-barrier mastic and flashing sealant.
B. Insulation Installation on Pipe Flanges:
1. Install preformed pipe insulation to outer diameter of pipe flange.
2. Make width of insulation section same as overall width of flange and bolts, plus twice the
thickness of pipe insulation.
3. Fill voids between inner circumference of flange insulation and outer circumference of
adjacent straight pipe segments with cut sections of cellular-glass block insulation of
same thickness as pipe insulation.
4. Install jacket material with manufacturer's recommended adhesive, overlap seams at least
1 inch, and seal joints with flashing sealant.
C. Insulation Installation on Pipe Fittings and Elbows:
1. Install preformed sections of same material as straight segments of pipe insulation when
available. Secure according to manufacturer's written instructions.
HVAC PIPING INSULATION 230719 - 15
2. When preformed sections of insulation are not available, install mitered sections of
cellular-glass insulation. Secure insulation materials with wire or bands.
D. Insulation Installation on Valves and Pipe Specialties:
1. Install preformed sections of cellular-glass insulation to valve body.
2. Arrange insulation to permit access to packing and to allow valve operation without
disturbing insulation.
3. Install insulation to flanges as specified for flange insulation application.
3.6 INSTALLATION OF FLEXIBLE ELASTOMERIC INSULATION
A. Seal longitudinal seams and end joints with manufacturer's recommended adhesive to eliminate
openings in insulation that allow passage of air to surface being insulated.
B. Insulation Installation on Pipe Flanges:
1. Install pipe insulation to outer diameter of pipe flange.
2. Make width of insulation section same as overall width of flange and bolts, plus twice the
thickness of pipe insulation.
3. Fill voids between inner circumference of flange insulation and outer circumference of
adjacent straight pipe segments with cut sections of sheet insulation of same thickness as
pipe insulation.
4. Secure insulation to flanges and seal seams with manufacturer's recommended adhesive
to eliminate openings in insulation that allow passage of air to surface being insulated.
C. Insulation Installation on Pipe Fittings and Elbows:
1. Install mitered sections of pipe insulation.
2. Secure insulation materials and seal seams with manufacturer's recommended adhesive to
eliminate openings in insulation that allow passage of air to surface being insulated.
D. Insulation Installation on Valves and Pipe Specialties:
1. Install preformed valve covers manufactured of same material as pipe insulation when
available.
2. When preformed valve covers are not available, install cut sections of pipe and sheet
insulation to valve body. Arrange insulation to permit access to packing and to allow
valve operation without disturbing insulation.
3. Install insulation to flanges as specified for flange insulation application.
4. Secure insulation to valves and specialties and seal seams with manufacturer's
recommended adhesive to eliminate openings in insulation that allow passage of air to
surface being insulated.
3.7 INSTALLATION OF MINERAL-FIBER PREFORMED PIPE INSULATION
A. Insulation Installation on Straight Pipes and Tubes:
HVAC PIPING INSULATION 230719 - 16
1. Secure each layer of preformed pipe insulation to pipe with wire or bands and tighten
bands without deforming insulation materials.
2. Where vapor barriers are indicated, seal longitudinal seams, end joints, and protrusions
with vapor-barrier mastic and joint sealant.
3. For insulation with factory-applied jackets on above-ambient surfaces, secure laps with
outward-clinched staples at 6 inches o.c.
4. For insulation with factory-applied jackets on below-ambient surfaces, do not staple
longitudinal tabs. Instead, secure tabs with additional adhesive as recommended by
insulation material manufacturer and seal with vapor-barrier mastic and flashing sealant.
B. Insulation Installation on Pipe Flanges:
1. Install preformed pipe insulation to outer diameter of pipe flange.
2. Make width of insulation section same as overall width of flange and bolts, plus twice the
thickness of pipe insulation.
3. Fill voids between inner circumference of flange insulation and outer circumference of
adjacent straight pipe segments with mineral-fiber blanket insulation.
4. Install jacket material with manufacturer's recommended adhesive, overlap seams at least
1 inch, and seal joints with flashing sealant.
C. Insulation Installation on Pipe Fittings and Elbows:
1. Install preformed sections of same material as straight segments of pipe insulation when
available.
2. When preformed insulation elbows and fittings are not available, install mitered sections
of pipe insulation, to a thickness equal to adjoining pipe insulation. Secure insulation
materials with wire or bands.
D. Insulation Installation on Valves and Pipe Specialties:
1. Install preformed sections of same material as straight segments of pipe insulation when
available.
2. When preformed sections are not available, install mitered sections of pipe insulation to
valve body.
3. Arrange insulation to permit access to packing and to allow valve operation without
disturbing insulation.
4. Install insulation to flanges as specified for flange insulation application.
3.8 INSTALLATION OF POLYOLEFIN INSULATION
A. Insulation Installation on Straight Pipes and Tubes:
1. Seal split-tube longitudinal seams and end joints with manufacturer's recommended
adhesive to eliminate openings in insulation that allow passage of air to surface being
insulated.
B. Insulation Installation on Pipe Flanges:
1. Install pipe insulation to outer diameter of pipe flange.
HVAC PIPING INSULATION 230719 - 17
2. Make width of insulation section same as overall width of flange and bolts, plus twice the
thickness of pipe insulation.
3. Fill voids between inner circumference of flange insulation and outer circumference of
adjacent straight pipe segments with cut sections of polyolefin sheet insulation of same
thickness as pipe insulation.
4. Secure insulation to flanges and seal seams with manufacturer's recommended adhesive
to eliminate openings in insulation that allow passage of air to surface being insulated.
C. Insulation Installation on Pipe Fittings and Elbows:
1. Install mitered sections of polyolefin pipe insulation.
2. Secure insulation materials and seal seams with manufacturer's recommended adhesive to
eliminate openings in insulation that allow passage of air to surface being insulated.
D. Insulation Installation on Valves and Pipe Specialties:
1. Install cut sections of polyolefin pipe and sheet insulation to valve body.
2. Arrange insulation to permit access to packing and to allow valve operation without
disturbing insulation.
3. Install insulation to flanges as specified for flange insulation application.
4. Secure insulation to valves and specialties, and seal seams with manufacturer's
recommended adhesive to eliminate openings in insulation that allow passage of air to
surface being insulated.
3.9 FIELD-APPLIED JACKET INSTALLATION
A. Where FSK jackets are indicated, install as follows:
1. Draw jacket material smooth and tight.
2. Install lap or joint strips with same material as jacket.
3. Secure jacket to insulation with manufacturer's recommended adhesive.
4. Install jacket with 1-1/2-inch laps at longitudinal seams and 3-inch-wide joint strips at
end joints.
5. Seal openings, punctures, and breaks in vapor-retarder jackets and exposed insulation
with vapor-barrier mastic.
B. Where PVC jackets are indicated, install with 1-inch overlap at longitudinal seams and end
joints; for horizontal applications. Seal with manufacturer's recommended adhesive.
1. Apply two continuous beads of adhesive to seams and joints, one bead under lap and the
finish bead along seam and joint edge.
C. Where metal jackets are indicated, install with 2-inch overlap at longitudinal seams and end
joints. Overlap longitudinal seams arranged to shed water. Seal end joints with weatherproof
sealant recommended by insulation manufacturer. Secure jacket with stainless-steel bands 12
inches o.c. and at end joints.
D. Where PVDC jackets are indicated, install as follows:
HVAC PIPING INSULATION 230719 - 18
1. Apply three separate wraps of filament tape per insulation section to secure pipe
insulation to pipe prior to installation of PVDC jacket.
2. Wrap factory-presized jackets around individual pipe insulation sections with one end
overlapping the previously installed sheet. Install presized jacket with an approximate
overlap at butt joint of 2 inches over the previous section. Adhere lap seal using adhesive
or SSL, and then apply 1-1/4 circumferences of appropriate PVDC tape around
overlapped butt joint.
3. Continuous jacket can be spiral-wrapped around a length of pipe insulation. Apply
adhesive or PVDC tape at overlapped spiral edge. When electing to use adhesives, refer
to manufacturer's written instructions for application of adhesives along this spiral edge
to maintain a permanent bond.
4. Jacket can be wrapped in cigarette fashion along length of roll for insulation systems with
an outer circumference of 33-1/2 inches or less. The 33-1/2-inch-circumference limit
allows for 2-inch-overlap seal. Using the length of roll allows for longer sections of
jacket to be installed at one time. Use adhesive on the lap seal. Visually inspect lap seal
for "fishmouthing," and use PVDC tape along lap seal to secure joint.
5. Repair holes or tears in PVDC jacket by placing PVDC tape over the hole or tear and
wrapping a minimum of 1-1/4 circumferences to avoid damage to tape edges.
3.10 FINISHES
A. Pipe Insulation with ASJ or Other Paintable Jacket Material: Paint jacket with paint system
identified below.
1. Flat Acrylic Finish: Two finish coats over a primer that is compatible with jacket
material and finish coat paint. Add fungicidal agent to render fabric mildew proof.
a. Finish Coat Material: Interior, flat, latex-emulsion size.
B. Flexible Elastomeric Thermal Insulation: After adhesive has fully cured, apply two coats of
insulation manufacturer's recommended protective coating.
C. Color: Final color as selected by Architect. Vary first and second coats to allow visual
inspection of the completed Work.
D. Do not field paint aluminum or stainless-steel jackets.
3.11 PIPING INSULATION SCHEDULE, GENERAL
A. Acceptable insulation specifics and thicknesses are identified in the tables shown on the design
drawings.
3.12 INDOOR, FIELD-APPLIED JACKET SCHEDULE
A. Install jacket over insulation material. For insulation with factory-applied jacket, install the
field-applied jacket over the factory-applied jacket.
END OF SECTION 230719
HYDRONIC PIPING 232113 - 1
SECTION 232113 - HYDRONIC PIPING
PART 1 - GENERAL
1.1 SUMMARY
A. This Section includes pipe and fitting materials, joining methods, special-duty valves, and
specialties for the following:
1. Hot-water heating piping.
1.2 SUBMITTALS
A. Product Data: For each type of the following:
1. Pressure-seal fittings.
2. Valves. Include flow and pressure drop curves based on manufacturer's testing for
calibrated-orifice balancing valves and automatic flow-control valves.
3. Air control devices.
4. Chemical treatment.
5. Hydronic specialties.
B. Field quality-control test reports.
C. Operation and maintenance data.
PART 2 - PRODUCTS
2.1 COPPER TUBE AND FITTINGS
A. Drawn-Temper Copper Tubing: ASTM B 88, Type L.
B. Annealed-Temper Copper Tubing: ASTM B 88, Type K.
C. Wrought-Copper Fittings: ASME B16.22.
1. Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a. Anvil International, Inc.
b. S. P. Fittings; a division of Star Pipe Products.
c. Victaulic Company of America.
2. Grooved-End Copper Fittings: ASTM B 75, copper tube or ASTM B 584, bronze
casting.
HYDRONIC PIPING 232113 - 2
3. Grooved-End-Tube Couplings: Rigid pattern, unless otherwise indicated; gasketed
fitting. Ductile-iron housing with keys matching pipe and fitting grooves, EPDM gasket
rated for minimum 230 deg F for use with housing, and steel bolts and nuts.
D. Wrought-Copper Unions: ASME B16.22.
2.2 STEEL PIPE AND FITTINGS
A. Steel Pipe: ASTM A 53/A 53M, black steel with plain ends; type, grade, and wall thickness as
indicated in Part 3 "Piping Applications" Article.
B. Cast-Iron Threaded Fittings: ASME B16.4; Classes 125 and 250 as indicated in Part 3 "Piping
Applications" Article.
C. Malleable-Iron Threaded Fittings: ASME B16.3, Classes 150 and 300 as indicated in Part 3
"Piping Applications" Article.
D. Malleable-Iron Unions: ASME B16.39; Classes 150, 250, and 300 as indicated in Part 3
"Piping Applications" Article.
E. Cast-Iron Pipe Flanges and Flanged Fittings: ASME B16.1, Classes 25, 125, and 250; raised
ground face, and bolt holes spot faced as indicated in Part 3 "Piping Applications" Article.
F. Wrought Cast- and Forged-Steel Flanges and Flanged Fittings: ASME B16.5, including bolts,
nuts, and gaskets of the following material group, end connections, and facings:
1. Material Group: 1.1.
2. End Connections: Butt welding.
3. Facings: Raised face.
G. Grooved Mechanical-Joint Fittings and Couplings:
1. Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a. Anvil International, Inc.
b. Central Sprinkler Company; a division of Tyco Fire & Building Products.
c. National Fittings, Inc.
d. S. P. Fittings; a division of Star Pipe Products.
e. Victaulic Company of America.
2. Joint Fittings: ASTM A 536, Grade 65-45-12 ductile iron; ASTM A 47/A 47M,
Grade 32510 malleable iron; ASTM A 53/A 53M, Type F, E, or S, Grade B fabricated
steel; or ASTM A 106, Grade B steel fittings with grooves or shoulders constructed to
accept grooved-end couplings; with nuts, bolts, locking pin, locking toggle, or lugs to
secure grooved pipe and fittings.
3. Couplings: Ductile- or malleable-iron housing and synthetic rubber gasket of central
cavity pressure-responsive design; with nuts, bolts, locking pin, locking toggle, or lugs to
secure grooved pipe and fittings.
HYDRONIC PIPING 232113 - 3
2.3 JOINING MATERIALS
A. Pipe-Flange Gasket Materials: Suitable for chemical and thermal conditions of piping system
contents.
1. ASME B16.21, nonmetallic, flat, asbestos free, 1/8-inch maximum thickness unless
thickness or specific material is indicated.
a. Full-Face Type: For flat-face, Class 125, cast-iron and cast-bronze flanges.
b. Narrow-Face Type: For raised-face, Class 250, cast-iron and steel flanges.
B. Flange Bolts and Nuts: ASME B18.2.1, carbon steel, unless otherwise indicated.
C. Solder Filler Metals: ASTM B 32, lead-free alloys. Include water-flushable flux according to
ASTM B 813.
D. Brazing Filler Metals: AWS A5.8, BCuP Series, copper-phosphorus alloys for joining copper
with copper; or BAg-1, silver alloy for joining copper with bronze or steel.
E. Gasket Material: Thickness, material, and type suitable for fluid to be handled and working
temperatures and pressures.
2.4 DIELECTRIC FITTINGS
A. Description: Combination fitting of copper-alloy and ferrous materials with threaded, solder-
joint, plain, or weld-neck end connections that match piping system materials.
B. Insulating Material: Suitable for system fluid, pressure, and temperature.
C. Dielectric Unions:
1. Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a. Capitol Manufacturing Company.
b. Central Plastics Company.
c. Hart Industries International, Inc.
d. Watts Regulator Co.; a division of Watts Water Technologies, Inc.
e. Zurn Plumbing Products Group; AquaSpec Commercial Products Division.
2. Factory-fabricated union assembly, for 250-psig minimum working pressure at 180
deg F.
D. Dielectric Couplings:
1. Manufacturers: Subject to compliance with requirements, provide products by one of the
following:
a. Calpico, Inc.
b. Lochinvar Corporation.
HYDRONIC PIPING 232113 - 4
2. Galvanized-steel coupling with inert and noncorrosive thermoplastic lining; threaded
ends; and 300-psig minimum working pressure at 225 deg F.
2.5 HYDRONIC PIPING SPECIALTIES
A. Y-Pattern Strainers:
1. Body: ASTM A 126, Class B, cast iron with bolted cover and bottom drain connection.
2. End Connections: Threaded ends for NPS 2 and smaller; flanged ends for NPS 2-1/2 and
larger.
3. Strainer Screen: 40-mesh startup strainer, and perforated stainless-steel basket with 50
percent free area.
4. CWP Rating: 125 psig.
PART 3 - EXECUTION
3.1 PIPING APPLICATIONS
A. Piping listed in piping table on drawings to comply with the following:
1. Type L, drawn-temper copper tubing, wrought-copper fittings, and soldered joints.
2. Schedule 40 steel pipe, wrought-steel fittings and wrought-cast or forged-steel flanges
and flange fittings, and welded and flanged joints.
3. Schedule 40 steel pipe; grooved, mechanical joint coupling and fittings; and grooved,
mechanical joints.
4. Type K, annealed-temper copper tubing, wrought-copper fittings, and brazed joints.
B. Safety-Valve-Inlet and -Outlet Piping for Hot-Water Piping: Same materials and joining
methods as for piping specified for the service in which safety valve is installed with metal-to-
plastic transition fittings for plastic piping systems according to the piping manufacturer's
written instructions.
3.2 VALVE APPLICATIONS
A. Install shutoff-duty valves at each branch connection to supply mains, and at supply connection
to each piece of equipment.
B. Install calibrated-orifice, balancing valves at each branch connection to return main.
C. Install calibrated-orifice, balancing valves in the return pipe of each heating or cooling terminal.
3.3 PIPING INSTALLATIONS
A. Drawing plans, schematics, and diagrams indicate general location and arrangement of piping
systems. Indicate piping locations and arrangements if such were used to size pipe and
HYDRONIC PIPING 232113 - 5
calculate friction loss, expansion, pump sizing, and other design considerations. Install piping
as indicated unless deviations to layout are approved on Coordination Drawings.
B. Install piping in concealed locations, unless otherwise indicated and except in equipment rooms
and service areas.
C. Install piping indicated to be exposed and piping in equipment rooms and service areas at right
angles or parallel to building walls. Diagonal runs are prohibited unless specifically indicated
otherwise.
D. Install piping above accessible ceilings to allow sufficient space for ceiling panel removal.
E. Install piping to permit valve servicing.
F. Install piping at indicated slopes.
G. Install piping free of sags and bends.
H. Install fittings for changes in direction and branch connections.
I. Install piping to allow application of insulation.
J. Select system components with pressure rating equal to or greater than system operating
pressure.
K. Install groups of pipes parallel to each other, spaced to permit applying insulation and servicing
of valves.
L. Install drains, consisting of a tee fitting, NPS 3/4 ball valve, and short NPS 3/4 threaded nipple
with cap, at low points in piping system mains and elsewhere as required for system drainage.
M. Install piping at a uniform grade of 0.2 percent upward in direction of flow.
N. Reduce pipe sizes using eccentric reducer fitting installed with level side up.
O. Install branch connections to mains using tee fittings in main pipe, with the branch connected to
the bottom of the main pipe. For up-feed risers, connect the branch to the top of the main pipe.
P. Install valves according to Division 23 Section "General-Duty Valves for HVAC Piping."
Q. Install unions in piping, NPS 2 and smaller, adjacent to valves, at final connections of
equipment, and elsewhere as indicated.
R. Install strainers on inlet side of each control valve, pressure-reducing valve, solenoid valve, in-
line pump, and elsewhere as indicated. Install NPS 3/4 nipple and ball valve in blowdown
connection of strainers NPS 2 and larger. Match size of strainer blowoff connection for
strainers smaller than NPS 2.
S. Identify piping as specified in Division 23 Section "Identification for HVAC Piping and
Equipment."
T. Install sleeves for piping penetrations of walls, ceilings, and floors.
HYDRONIC PIPING 232113 - 6
U. Install sleeve seals for piping penetrations of concrete walls and slabs.
V. Install escutcheons for piping penetrations of walls, ceilings, and floors.
3.4 HANGERS AND SUPPORTS
A. Seismic restraints are specified in Division 23 Section "Vibration and Seismic Controls for
HVAC Piping and Equipment."
B. Install the following pipe attachments:
1. Adjustable steel clevis hangers for individual horizontal piping less than 20 feet long.
2. Adjustable roller hangers and spring hangers for individual horizontal piping 20 feet or
longer.
3. Pipe Roller: MSS SP-58, Type 44 for multiple horizontal piping 20 feet or longer,
supported on a trapeze.
4. Spring hangers to support vertical runs.
5. Provide copper-clad hangers and supports for hangers and supports in direct contact with
copper pipe.
C. Install hangers for steel piping with the following maximum spacing and minimum rod sizes:
1. NPS 3/4: Maximum span, 7 feet; minimum rod size, 1/4 inch.
2. NPS 1: Maximum span, 7 feet; minimum rod size, 1/4 inch.
3. NPS 1-1/2: Maximum span, 9 feet; minimum rod size, 3/8 inch.
4. NPS 2: Maximum span, 10 feet; minimum rod size, 3/8 inch.
5. NPS 2-1/2: Maximum span, 11 feet; minimum rod size, 3/8 inch.
6. NPS 3: Maximum span, 12 feet; minimum rod size, 3/8 inch.
7. NPS 4: Maximum span, 14 feet; minimum rod size, 1/2 inch.
D. Install hangers for drawn-temper copper piping with the following maximum spacing and
minimum rod sizes:
1. NPS 3/4: Maximum span, 5 feet; minimum rod size, 1/4 inch.
2. NPS 1: Maximum span, 6 feet; minimum rod size, 1/4 inch.
3. NPS 1-1/2: Maximum span, 8 feet; minimum rod size, 3/8 inch.
4. NPS 2: Maximum span, 8 feet; minimum rod size, 3/8 inch.
5. NPS 2-1/2: Maximum span, 9 feet; minimum rod size, 3/8 inch.
6. NPS 3: Maximum span, 10 feet; minimum rod size, 3/8 inch.
E. Support vertical runs at roof, at each floor, and at 10-foot intervals between floors.
3.5 PIPE JOINT CONSTRUCTION
A. Join pipe and fittings according to the following requirements and Division 23 Sections
specifying piping systems.
B. Ream ends of pipes and tubes and remove burrs. Bevel plain ends of steel pipe.
HYDRONIC PIPING 232113 - 7
C. Remove scale, slag, dirt, and debris from inside and outside of pipe and fittings before
assembly.
D. Soldered Joints: Apply ASTM B 813, water-flushable flux, unless otherwise indicated, to tube
end. Construct joints according to ASTM B 828 or CDA's "Copper Tube Handbook," using
lead-free solder alloy complying with ASTM B 32.
E. Brazed Joints: Construct joints according to AWS's "Brazing Handbook," "Pipe and Tube"
Chapter, using copper-phosphorus brazing filler metal complying with AWS A5.8.
F. Threaded Joints: Thread pipe with tapered pipe threads according to ASME B1.20.1. Cut
threads full and clean using sharp dies. Ream threaded pipe ends to remove burrs and restore
full ID. Join pipe fittings and valves as follows:
1. Apply appropriate tape or thread compound to external pipe threads unless dry seal
threading is specified.
2. Damaged Threads: Do not use pipe or pipe fittings with threads that are corroded or
damaged. Do not use pipe sections that have cracked or open welds.
G. Flanged Joints: Select appropriate gasket material, size, type, and thickness for service
application. Install gasket concentrically positioned. Use suitable lubricants on bolt threads.
H. Grooved Joints: Assemble joints with coupling and gasket, lubricant, and bolts. Cut or roll
grooves in ends of pipe based on pipe and coupling manufacturer's written instructions for pipe
wall thickness. Use grooved-end fittings and rigid, grooved-end-pipe couplings.
I. Mechanically Formed, Copper-Tube-Outlet Joints: Use manufacturer-recommended tool and
procedure, and brazed joints.
3.6 TERMINAL EQUIPMENT CONNECTIONS
A. Sizes for supply and return piping connections shall be the same as or larger than equipment
connections.
B. Install control valves in accessible locations close to connected equipment.
C. Install bypass piping with globe valve around control valve. If parallel control valves are
installed, only one bypass is required.
3.7 FIELD QUALITY CONTROL
A. Prepare hydronic piping according to ASME B31.9 and as follows:
1. Leave joints, including welds, uninsulated and exposed for examination during test.
2. Provide temporary restraints for expansion joints that cannot sustain reactions due to test
pressure. If temporary restraints are impractical, isolate expansion joints from testing.
3. Flush hydronic piping systems with clean water; then remove and clean or replace
strainer screens.
HYDRONIC PIPING 232113 - 8
4. Isolate equipment from piping. If a valve is used to isolate equipment, its closure shall be
capable of sealing against test pressure without damage to valve. Install blinds in flanged
joints to isolate equipment.
5. Install safety valve, set at a pressure no more than one-third higher than test pressure, to
protect against damage by expanding liquid or another source of overpressure during test.
B. Perform the following tests on hydronic piping:
1. Use ambient temperature water as a testing medium unless there is risk of damage due to
freezing. Another liquid that is safe for workers and compatible with piping may be
used.
2. While filling system, use vents installed at high points of system to release air. Use
drains installed at low points for complete draining of test liquid.
3. Isolate expansion tanks and determine that hydronic system is full of water.
4. Subject piping system to hydrostatic test pressure that is not less than 1.5 times the
system's working pressure. Test pressure shall not exceed maximum pressure for any
vessel, pump, valve, or other component in system under test. Verify that stress due to
pressure at bottom of vertical runs does not exceed 90 percent of specified minimum
yield strength or 1.7 times "SE" value in Appendix A in ASME B31.9, "Building
Services Piping."
5. After hydrostatic test pressure has been applied for at least 10 minutes, examine piping,
joints, and connections for leakage. Eliminate leaks by tightening, repairing, or replacing
components, and repeat hydrostatic test until there are no leaks.
6. Prepare written report of testing.
C. Perform the following before operating the system:
1. Open manual valves fully.
2. Inspect pumps for proper rotation.
3. Set makeup pressure-reducing valves for required system pressure.
4. Inspect air vents at high points of system and determine if all are installed and operating
freely (automatic type), or bleed air completely (manual type).
5. Set temperature controls so all coils are calling for full flow.
6. Verify lubrication of motors and bearings.
END OF SECTION 232113