Continuing Service Contract for HVAC Test and Balance Services

PURPOSEThis document shall serve to provide interested parties with specific information as to the procedures for the selection of Firms to provide HVAC Test and Balance Services for Continuing Service Projects where the method of compensation is a not-to-exceed negotiated fee and reimbursables. Pursuant to Chapter 1013, Florida Statutes, the Florida Consultant’s Competitive Negotiation Act, Section 287.055 Florida Statutes, and Rule 6A-2.0010, Florida Administrative Code, the School District of Osceola County, Florida will consider the contracting with multiple firms to provide professional services as outlined in the Scope of Services. In determining whether a firm is qualified, the School District of Osceola County, Florida shall consider such factors as supporting office location(s), experience and past performance, proposed project staff and functions, project approach, workload, scheduling methodology, and references.DESCRIPTION OF SERVICESThe Consultant shall provide the School District of Osceola County with HVAC Test and Balance Services for projects assigned by the Owner’s Project Representative. Anticipated services may include, but not be limited to the following:1. Pre-construction plan review may be performed to identify items that may cause problems with obtaining the final balance conditions, as required by the design. The review will include but will not be limited to; finding overlooked or missing items, elimination of items which may not be required, mechanical items which have caused problems due to malfunction or erroneous data, duct work that could prevent proper distribution, placement of air distribution outlets, etc. Upon completion of the review, a written report of the recommendations will be submitted. Adopted recommendations will be forwarded to the Project Architect and Owner’s Project Representative(s). The HVAC Test and Balance Consultant (TABC) will perform a minimum three (3) plan reviews for each construction project. The plan reviews will be performed during the Phase I (Schematic Design), Phase II (Design Development) and the Phase III (Construction Documents) reviews of the project, or as required by the Owner’s Project Representative(s). For any Projects receiving Commissioning Services, the selected TABC will be required to attend the first Pre-commission meeting and all other required commissioning meetings as outlined within the Commissioning Plan for that project. The TABC shall be available during the commissioning process for TAB verification and assistance with scheduling.2. Periodic inspections during construction will be made as the job advances. The HVAC Test and Balance Consultant will be required to visit the jobsite and make general inspections of the work being performed. A jobsite checklist will be made during these inspections that will include all mechanical system equipment & building controls installed. Any discrepancies noted regarding equipment, installation, or placement will be immediately reported in writing to the Owner’s Project Representative(s). Inspections will continue until completion of the project and each subsequent report will list corrections made from previous reports. The HVAC Test and Balance Consultant will assist the Owner’s Project Representative(s) with resolving discrepancies and making corrections.3. Air distribution test and balance or re-balance will include balancing of the air conditioning, ventilating, and exhaust systems to achieve the air & quantity and quality specified. Prior to proceeding with work, the HVAC Test and Balance Consultant will perform a full inspection of all mechanical systems to determine their compliance with design drawings. A written report of deficiencies will be submitted to the Owner’s Project Representative(s). Tests and procedures may include, but not be limited to the following:a. Test fan RPM to design requirements;b. Test and record motor running amperage for each phase;c. Make pitot tube traverse at main supply ducts and obtain design CFM at fans;d. Test and record each system & building static and velocity pressures;e. Test and adjust system for design outside air CFM (heating and cooling);f. Traverse of Outside Air (OA) is required. Simply using the formula for Supply Air minus Return Air method will not be acceptable.g. For exhaust fans, traverse of anything greater than or equal to ½ HP (or 400 CFM) is required.h. Test and record entering and leaving air temperatures (dry bulb for heating and cooling);i. Test and record entering and leaving air temperatures (wet bulb for cooling);j. Adjust all main supply and return air ducts to proper design CFM;k. Adjust all zones to proper design CFM, supply and return;l. Test and adjust each supply, return and exhaust diffuser, grille, and register to within plus or minus 10 percent of design requirements, if possible. All diffusers, grilles and registers will be adjusted to minimum drafts in all areas. This should not be misunderstood or provided as comfort balancing. If not possible, balance to optimum performance capability of system and inform the Owner’s Project Representative(s) in writing; In cooperation with the control manufacturer’s representatives, setting adjustments of automatically operated dampers to operate as specified, indicated, and/or noted. The HVAC Test and Balance Consultant will check all controls for proper calibrations and work with the controls contractor to be calibrated. m. All diffusers, grilles, and registers will be adjusted to minimize drafts in all areas;n. Fume hood fans will be adjusted to CFM requirements specified. Test of fume hood enclosures will be made to determine velocities across opening in accordance with applicable safety codes.o. Test and record all adjusted VAV terminals, maximum, minimum and heating required air flows as scheduled on project design documents.4. Duct Air Leakage Testing- Ductwork that is designed to operate at static pressures exceeding 1.2 inches water column and all ductwork located outdoors shall be leak-tested in accordance with the SMACNA HVAC Air Duct Leakage Test Manual. TABC is responsible for witnessing and recording readings for 25% of the total installed duct area for the designated pressure class shall be tested. Positive pressure testing is acceptable for negative pressure ductwork. Duct systems with pressure ratings in excess of 1.2 inches water column shall be identified on the construction documents by the EOR. The TAB contractor shall confirm requirements via request for clarification should there be ambiguity.5. Hydronic systems test and balance or re-balance will include balancing of condenser, chilled and heating hot water circulating systems to obtain water quantities, and temperature differentials through all system components. The HVAC Test and Balance Consultant will perform the tests and adjustments, listed below, in balancing the hydronic systems. Prior to proceeding with work, the HVAC Test and Balance Consultant will perform a full inspection of all mechanical systems to determine their compliance with design drawings. A written report of deficiencies will be submitted to the Owner’s Project Representative(s). Prior to commencing any tasks in this category, all water systems will be determined by the HVAC Test and Balance Consultant to be free of construction debris and/or any foreign materials. The TAB contractor shall verify that there will be a full pipe flushing process and facilitate a meeting beforehand to coordinate same. The work may include, but not be limited to, the following types of tests and procedures:a. Calibrate all air flow stations in air systems and flow meters in hydronic systems.b. Utilize proper 3 step method when calibrating flow stations and meters.c. Perform when requested, performance evaluation of water chiller (centrifugal or reciprocal) in conformance with ARI 550-83 (or latest applicable procedure).d. Test and record pump head at full flow and no flow.e. Record pump motor running amps, volts, and brake horsepower.f. Compare pump operating head and brake horsepower with pump curve for flow verification.g. Test and record flow station pressure drop in corresponding GPM.h. Test and record chiller chilled and condenser water vessel pressure drops, and entering and leaving water temperatures.i. Balance condenser water flow cooling tower particularly to each cooling tower basin. If an issue is noted, the TABC shall be required to perform an eight-hour log study of the cooling tower condenser water flow and basin level.j. Test and record terminal elements pressure drop, entering and leaving wet and dry bulb temperatures.k. Test and record terminal elements final total heat transfer.l. List water metering device readings.6. Sound analysis, if requested by the Owner’s Project Representative, the HVAC Test and Balance Consultant will conduct tests in selected areas of the building as specified. Sound level readings will be measured in decibels on the A and C scales of the General Radio Sound Level Meter or equal sound level meter that meets the current American Standard procedures based on the acoustic referenced power of dB/re 10.13 watts. Readings will set forth the total random sound level of the selected rooms or areas with the system in operation as compared to total background sound level with the system not in operation. Consultant must understand and refer to the Osceola County Sound Ordinance, which may be found here- https://library.municode.com/fl/osceola_county/codes/code_of_ordinances?nodeId=PTIIOSCOCOOR_CH9ENCOPR_ARTIVNO .1. 7. The system increase over the background level will be recorded in decibels on the A and C scales. If sound levels are above those specified, adjustments will be made to bring the sound level within the range set forth, if possible, with the equipment installed.2. 8. A corrective action report will include all test results by building number and room number where the various tests occurred. Readings and thermal analysis (to the extent determined by the EOR) shall be performed during the major component performance analysis and will be stated and compared with the manufacturer’s specifications of the components. Problems will be generally and specifically identified and recommendations for corrective action(s) will be provided to the Owner’s Project Representative(s).3. 9. Corrective action inspection will occur upon completion of those items selected by the Owner’s Project Representative(s) from the corrective action report for repair, adjustment, or clearing. The HVAC Test and Balance Consultant will submit a written report to the Owner’s Project Representative(s) providing the results of the inspection prior to proceeding with the test and balance of air distribution and hydronic systems.4. 10. Instruction of operation by the Construction Manager to School District personnel will occur upon completion of the testing and balancing of all systems. The HVAC Test and Balance Consultant will provide a thorough review of the final HVAC Test and Balance report including any open deficiencies and design concerns to the Owner’s Project Representative(s).5. 11. The following services will be provided under work designated New Construction:a. Pre-construction plan review;b. Periodic inspection during construction;c. Air distribution test and balance;d. Hydronic systems test and balance;e. Sound analysis, if requested;f. Reporting results to the Owner’s Project Representative (s) of inspections, tests, and/or work performed;g. Instruction of operation to School District personnel identified by the Owner’s Project Representative.12. The following services will be provided under any work designated Existing Facilities:a. Major component performance analysis;b. Corrective action report;c. Corrective action inspection;d. Air distribution test and balance;e. Hydronic systems test and balance; and,f. Reporting results of inspections, tests, and/or work performed to the Owner’s Project Representative(s).13. The following services will be provided under any work designated Consultations and Troubleshooting:a. When directed, investigate problems of existing systems;b. Report findings of investigation;c. If directed, perform corrective work to make system operative or more efficient.14. TABC equipment shall comply with the following:a. Test Station – the reference measuring system shall be calibrated annually, in range of use, by comparison with national measurement standards (e.g., National Institute of Standards and Technology [NIST] standards);b. The referenced measuring system shall be calibrated as an assembly;c. Instruments shall be calibrated directly against the national standard or through a traceable chain of no more than two (2) intermediary instrumentsd. The measuring reference system shall be certified to provide an accuracy of at least 2:1 better than specified and the instruments specified tolerance at the measurement point and under all the conditions required for the intended rating (e.g., a flow hood shall be tested within +/- 5% of the test station, with an accuracy of at least +/- 2.5% through the full range of tests, and traceable to NIST). 15. The AABC National Performance Guaranty shall apply to any test and balance work performed by the Consultant.16. The Consultant shall follow the Testing and Balancing Reporting guidelines detailed in Article 4.4 of the Contract.TEST & BALANCE QUALIFICATIONSIn order to be qualified to perform services under the HVAC Test and Balance Contract, a firm must meet the following basic requirements and provide documentation when required:1. Minimum of five (5) years of documented experience in the field of services, in compliance with Florida Building Code Chapter 13.2. Test & Balance experience with the School District of Osceola County or other school districts.3. Documentation as to the Respondent’s personnel experience, which shall include the name and registration number of the staff’s professional engineer(s), if applicable, and/or the resume(s) and certification(s) of the field technician(s) who will be performing the work.4. Proposal shall address and assure the School District that all services performed and/or provided will be under the direction of a registered Florida State Professional Engineer or the organization itself has been approved and licensed by the Associated Air Balance Council, (AABC), headquarters in Washington, D.C.; per the rules of Florida State Board of Educational Facilities, State Requirements for Educational Facilities.5. The Consultant must provide a copy their current Annual AABC Membership Certificate with each proposal.6. All HVAC Test and Balance Services rendered by the Consultant shall be conducted by persons properly licensed and certified in accordance with Florida Statutes by AABC and other applicable rules and regulations. The Consultant shall provide proof of certification for each individual providing services to the School Board’s Representative prior to services being rendered. 7. The Consultant must provide the Associated Air Balance Council (AABC) National Performance Guaranty for all test and balance work performed.8. The Consultant’s services shall be provided per the requirements of Rule 6A-2.0010, F.A.C., Educational Facilities, and in accordance with the Administrative Rules, Policies and Procedures of the School Board.