01 70 00 EXECUTION AND CLOSEOUT REQUIREMENTS

01 78 46 ATTIC STOCK

.01 GENERAL REQUIREMENTS

1. Summary: Section includes basic guidelines to meet the objective to reduce or eliminate Attic Stock for the following reasons:
   1. There is no process in place for verifying that the specified items have been received.
   2. Contractors tend to leave behind construction excess in mechanical rooms, causing a safety hazard.
   3. Items are often lost or forgotten about in remote locations.
   4. These items typically cost much more than direct purchase due to vendor, subcontractor, and contractor markup.
   5. Credits for items not received are small fractions of initial value.
2. Sustainability Goal: It is the Goal of the Office of Physical Plant to reduce the environmental impact of disposal of building/construction materials.
   1. Materials which remain at the completion of a construction project will be reviewed with the building representative to remain as attic stock for their owners’ usage or transferred to Salvage and Surplus to be sold; rather than being thrown away, minimizing construction waste.
   2. Any pieces and parts which are consumables and unable to be reused will be disposed of by following University standards for their proper disposal.
3. Attic Stock Requests: Unless specifically requested by the Project Leader, “attic stock” (Additional material and accessories designated in the design specifications, including but not limited to ceiling tile, fire alarm devices, door hardware, etc.) shall not be included in the individual project design specifications. Do not provide a separate attic stock requirement in individual specification sections. All requested attic stock shall be located in this specification section.
   1. Any requests for specific attic stock shall come from Entities (i.e. Classroom Committee, Electronics, Environmental Engineering) during Design Development as described below.
   2. During Design Development an Entity may request the design documents to provide their unit with attic stock items from the contractor at the completion of the project (i.e. alarms, control boards, equipment pieces and parts) If these items are requested, the requester will take ownership of verifying the items are received and providing location to keep and store these items. They are not to be left at the building site.
   3. Attic stock material specifically requested by the Project Leader shall be coordinated through OPP Stores at University Park or the Maintenance Supervisors at Commonwealth Campus locations.  Items not inventoried in this manner will not be accepted, and an appropriate credit shall be provided to the owner.
   4. Questions regarding implementation may be directed to the Project Leader.
4. Definitions:
   1. Acceptance: The transfer of goods from an outside entity to the owner that has been documented and acknowledged by both parties in writing.
   2. Attic Stock: Additional material and accessories designated in the design specifications, including but not limited to ceiling tile, fire alarm devices, door hardware, etc. Requests come from entities i.e. Classroom Committee, Electronics, Environmental Engineering. 
   3. Design Manual: Guidelines for use by the design team to develop project designs. Currently available on the OPP design and construction site.
   4. Design Specifications: Project Documents issued with the construction documents that detail individual components. Typically developed by the design professional.
   5. Entity: Project participant or end user.
   6. Spare Parts: Parts or equipment components that are included in the purchase of the original equipment, and are provided by the OEM for use by the owner.
5. Items not considered Attic Stock:
   1. Any item not identified in the design specifications in the Attic Stock section.
      1. Perishable materials i.e. Paint, adhesives.
      2. Project leftovers i.e. pipe, conduit, electrical boxes, floor tile, ceiling tile, carpet.
      3. Casement items i.e. cabinets, lab table tops, office components.
   2. Spare Parts, included by the OEM with installed equipment.
6. Paint/Perishable Material:
   1. Contract documents shall require the painting Contractor to store all left-over paint until final completion. This will allow repairs to be made after the customer move-in while not jeopardizing the safety within the mechanical spaces.
   2. After Final Completion is over, the project leader will contact the Area Services Supervisor to decide if perishable items are to be stored or sent to Surplus and Salvage.
7. Mechanical Room storage:
   1. Mechanical spaces located in the facilities are not to be used by building occupants for storage of any kind.
   2. The Area Services Supervisor along with their staff may identify a location within the mechanical space will be marked and used for storage of the accepted attic stock items for the facility.
   3. Properly identifying and marking locations for attic stock is necessary so as not to encroach into working areas of the mechanical room and to comply with safety regulations to allow assured clear distance for working on equipment. These locations will be approved by safety office for such compliance.
8. Area Maintenance Supervisor/Project Leader Walk Through Process:
   1. Provides a process for accountability and end of project notification for the Area Supervisor.
      1. Entities will be responsible for storage of requested stock.
      2. Area Maintenance Supervisor and Project Leader to decide what materials should stay.
      3. Contractor accountable for leftover items.
      4. No materials shall be trashed.
   2. Material Acceptance and Ownership:
      1. Building materials remaining which would be considered attic stock will be reviewed with the Area Supervisor who will be maintaining the facility; they will take ownership of items to be kept in a documented storage location.
      2. The Area Supervisor will own these items, until such time they deem it necessary to transfer ownership to Salvage and Surplus.
      3. Any items not accepted by the Area Supervisor during the walk-thru review will be removed from the facility by the contractor being retained by them or taken to Salvage and Surplus.

.02  GUIDE SPECIFICATIONS

1. Design Professional shall carefully review and edit the guideline specifications below, adapting them as needed to achieve application-specific, fully developed specifications for each project.
2. These shall be edited using the process described in the instructions contained at the beginning of the document.  Proposed modifications shall be reviewed with OPP staff.
3. Finalized version shall be included in the project contract documents.  Use of other specifications is not acceptable.

01 79 00  STARTUP, ORIENTATION/FAMILIARIZATION, & TRAINING

.01  GENERAL

1.  SUMMARY:

Section Includes:

1. Startup of systems and equipment.
2. Orientation and/or familiarization of systems and equipment.
3. Training for systems and equipment.
4. Matrix of systems and equipment requiring training.

.02  STARTUP OF SYSTEMS AND EQUIPMENT

1.  Notify OPP PROJECT LEADER, DESIGN ENGINEER, CONSTRUCTION MANAGER, AND/OR OPP CONSTRUCTION SERVICES REPRESENTATIVE a minimum of seven (7) days prior to startup of each item.
2.  For rotating equipment (fans, pumps, air handling units, etc), the OPP vibration crew shall be on site to witness startup and take baseline measurements. The Contractor shall coordinate with the OPP Project Leader and/or Construction Services Representative.
3.  If the project includes a Commissioning Agent (CxA), verify that the CxA has developed a pre-functional checklist for components and has signed off on the checklist prior to startup of those systems and equipment.

.03  ORIENTATION/FAMILIARIZATION OF SYSTEMS AND EQUIPMENT

1.  Generally, orientation and familiarization of systems and equipment (and not formal training) for OPP maintenance and operation personnel and PSU user groups is only required for those systems and equipment that are commonly used throughout the PSU organization. Refer to the Orientation/Familiarization and Training Matrix at the end of this section for specific examples.  
2.  Discuss with OPP Project Leader/Construction Services Representative during submittal process to determine which systems and equipment require orientation/familiarization and/or formal training.
3.  Coordinate orientation and familiarization of systems and equipment with OPP Project Leader/Construction Services Representative. The OPP Project Leader/Construction Services Representative will schedule the appropriate maintenance personnel and/or user group to attend the orientation and familiarization session. The Contractor shall provide a knowledgeable employee that is inherently familiar with the systems and equipment being discussed.
4.  The orientation and familiarization session shall at a minimum cover the following items as applicable:
   1.  Walk-down/walk-thru of covered equipment and systems.
   2. Demonstration of startup, shutdown and operating procedures.
   3. Demonstration of diagnostic, service, maintenance and repair procedures referenced in the equipment O&M manual(s).
   4. Emergency shutdown procedures.
   5. Locations of critical isolation valves or devices.
5. Although similar equipment and components are used throughout the PSU organization, Building Automation Systems (BAS) MUST also include a formal training component as described in Section 25.55.00.

.04  TRAINING FOR SYSTEMS AND EQUIPMENT

1.  The Contractor shall provide formal training to PSU personnel in the operation and maintenance of certain systems and equipment. Refer to the Orientation/Familiarization and Training Matrix at the end of this section for specific examples.
2.  Depending on the system or equipment, training may be conducted in two parts and include both classroom and on-the-job (hands­on) instruction by qualified manufacturer's representatives, vendors, installation/service technicians and operation personnel having the necessary knowledge, experience, and teaching skills.
3.  Locations for classroom training sessions shall be coordinated with PSU. Generally, all training shall be conducted on-site in a conference room at the project location except by prior arrangement and approval by PSU.
4.  The training shall provide comprehensive instruction on the operation and maintenance of building components, equipment, controls, and systems including procedures for startup, shutdown, normal operation, abnormal operation, preventive maintenance, troubleshooting, and corrective maintenance.
5.  For those systems and equipment requiring classroom instruction, the classroom portion of each training session, shall be based on the information contained in the approved O&M Manuals and will use copies of these manuals for reference. This shall include the following items as applicable:
   1. Content and organization of appropriate O&M Manual materials.
   2. Overall equipment/system layout and configuration.
   3. Locations and tag numbers of major components.
   4. Theory of operation and design intent, including:
      1. Startup and Shutdown Procedures.
      2. Normal Operating Procedures.
      3. Non-normal Operating Procedures (unoccupied, seasonal operation, etc.).
      4. Emergency procedures.
   5. Health and Safety issues (both to O&M personnel and building occupants).
   6. Energy Efficiency Issues.
   7. Occupant Comfort and IAQ Issues.
   8. Control System Sequence of Operation.
   9. Preventive Maintenance Procedures.
   10. Diagnostic & Troubleshooting Procedures.
   11. Corrective Maintenance & Repair Procedures.
6. The field portion of the training shall be as described above in the Orientation/Familiarization section above.
7. Training shall not commence until the following items have been completed:
   1. Building systems and equipment are complete and operational.
   2. Functional Performance Testing for the equipment and systems being trained on have been successfully completed and signed off by the Commissioning Agent.
   3. The Owner has received the final submittal copies of the Operation and Maintenance Manuals. In the absence of approved O&M manuals, preliminary, or “final submitted” versions may be used.
   4. The Contractor’s proposed training plan and schedule have been approved by PSU.
   5. The Building Automation System (BAS) has been completed and tested.
8. The contractor shall work closely with the OPP Training Office, OPP Project Leader, OPP Construction Services Representative, and the CxA (if applicable) in the development and implementation of the training program. This may include preliminary meetings to map out the direction the training will take and development, with PSU approval, of the written training materials.
9. The minimum specific hours of training time provided for equipment and systems shall be in accordance with the requirements in the individual equipment spec sections.
10. Training shall generally be done during a single session and shall be coordinated to include multiple shifts unless approved otherwise. The exact training plan, or outline/agenda, and schedule shall be submitted (in writing) to PSU for approval prior to any training session. Specific schedules for all training sessions must be coordinated in advance with the OPP Training Office.
11. PSU retains the option of redistributing training time, subject to the total time specified. This may include repetition of selected training sessions or provision for follow-up training sessions after occupancy.
12. The contractor may be required by the specifications, or must allow PSU the option of photographing, or digitally recording training sessions for future use for new employees.
13. Copies of ANY training materials furnished by the Contractor as part of their training program shall become the property of the PSU.
14. Instructors must have knowledge and experience with the systems and equipment on which they are providing training. Instructors must also be familiar with the organization and content of Operation and Maintenance Manuals for the systems and equipment on which they are providing training.

.05  ORIENTATION/FAMILIARIZATION AND TRAINING MATRIX

1. Below is a matrix identifying those major systems and components that require Orientation/Familiarization and formal Training: