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MODEL ENGINEERING SPECIFICATION

B01

General clauses common to building services, plant and equipment

1997

STATUS IN WALES

ARCHIVED

Issue date April 1993Revision 1: March 1995

© Crown copyright Revision 2: April 1996Revision 3: November 1997

Latest amendments shown in bold

National Health Service

Model engineering

specifications

B01

General clauses common

to building services,

plant and equipment

DESIGN NOTES FOR B01 PAGE 1

Issue date: April 1993 Revision 3: November 1997

GENERAL CLAUSES COMMON TO BUILDING SERVICESPLANT AND EQUIPMENT

FOR USE OF DESIGNER ONLY

THIS SECTION MUST BE DETACHED FROM THESPECIFICATION BEFORE PROCEEDING TO

ASSEMBLE TENDER DOCUMENTS

1. If you have not already read the Guidance Documentation on Model Specification forBuilding Services in Health Care Buildings, please do so!

This system approach to contract documentation has been prepared by many experienceddesign engineers throughout the country, to enable you to utilise your own expertise onprojects to the full extent and reduce the repetitive work to a minimum.

2. This is only one part of the specification suitable for tender documentation.

3. The content of this section is set out in the index.

4. To make a full specification for contract documentation it will have attached:-

PART A - Standard General Conditions and Preliminary Clauses

PART C - Particular Technical Sections for the Building Services Plant and Equipment

PART D - Detailed Description of Extent and Nature of the Works

5. Part B has been written to permit it to be used both as a Main or Sub-Engineering Contract -see Clause 01.02.

6. Part B was prepared on information available up to November 1997

7. Designers should ensure that all the relevant standards (BS, BSEN, IEC, ISO etc) are thelatest issues including all amendments.

8. Designers should ensure that the Principal Contractor for CDM purposes is defined ifthis is to be a Building Services Contractor, both for demolition/removals andconstruction, and that the Health and Safety plan is prepared and its requirementsintegrated into Part D.



9. The user should clear the following clause check list before completing the documentation.

Clause 03.01 The designer should give specific call out, maintenance or othercontractual requirements concerning specialist suppliers in Part D.

Clause 03.04 Call for a reasonable time to complete certain actions. If the designer wishes& Clause 03.09 actual times may be quoted in Part D.

Clause 03.05 The designer should give details of the anticipated working conditions in Part D.

Clause 03.06 Calls for stripping out scrap and redundant material and removing from site. Ifthe designer wishes to give further instructions it should be specified in Part D.The requirements of the CDM Health and Safety plan should beincorporated.

Clause 03.09 Where exact positions and layouts of all plant and equipment are not fullydetailed on drawings consideration may be given to use of the Contractorsdesign provisions, available within the JCT 1980 main contract.

Clause 03.10 The Designer should define in Part D whether detailed integrated layoutshave been issued with the tender.

Clause 03.15 The Designer should define the elements of work for which methodstatements/risk assessments or COSHH details are to be provided.

Clause 04.03 A schedule of painting requirements should be given in Part D to supplementthe information given in this clause and the specialist technical sections of PartC.

Clause 04.04 Specifies general requirements for labelling and notices. A schedule for aparticular project should be produced in Part D.

Clause 04.07 Makes a general note about prevention of noise transmission. Check theparticular technical section of Part C where it may be specified in detail. Shouldthis not satisfy the project requirement insert the additional requirements in PartD.

Clause 04.12 The designer must ensure that the correct anti-vibration mountings are specifiedfor each particular requirement. Check the particular technical section of Part Cwhere it may be specified in detail. Should this not satisfy the projectrequirement insert the additional requirements in Part D.

Clause 04.14 The designer should give specific requirements in Part D.



Clause 04.15 The designer should give a schedule of spare part requirements in Part D.

Clause 04.16 The designer should note the conventions of BS EN 60073 and if somethingdifferent is required specify in Part D.

Clauses 05.01/ Detailed commissioning procedures may be associated with the particular02/03 section of Part C. Any further requirements should be inserted in Part D to

make a completely integrated procedure for the particular project.

If the designer requires additional tests to be carried out after practicalcompletion, to check for example seasonal influences, special contractualarrangements will have to be made.

Draw attention in Part D under Main Contract Preliminaries to Co-ordinatingEngineer where the Engineer has advised the Quantity Surveyor.

Specify in Part D if Operations & Maintenance Manuals are to be completed bya specialist company.

The designer should note that the paragraph specifies fuel and energy for testingand commissioning and instructing of Health Authority staff. If thisrequirement has been specified under a different heading in the contract (e.g.with drying out requirements) insert a cross reference in Part D.

Clause 05.06/ Specify in Part D the preparation of the final drawings either by theClause 05.07 Engineer or the Building Services Contractor.

Specify in Part D the format (negatives, print or CAD format) and thenumbers of copies of negatives, prints and disks required.

Clause 05.08 Specify in Part D where valve charts and schematic diagrams are to beprovided.

Clause 06.02 The Designer should advise and consult with the structural engineerregarding imposed loads and fixing methods to building structures.

End of Design Notes

B01 INDEX PAGE 1


GENERAL CLAUSES COMMON TO BUILDING SERVICES, PLANTAND EQUIPMENT

INDEX

INTRODUCTION 01

Scope of Part B 01Names of Parties 02Definitions 03Quality Assurance 04

STATUTORY REQUIREMENTS AND STANDARDS 02

General 01Statutory Instruments Regulations and By-Laws 02British Standards 03Miscellaneous Standards 04

GENERAL NON-TECHNICAL 03

Specialist Installations and Supplies 01Ordering of Material and Equipment 02Material and Workmanship 03Inspection and Measurement of Work 04Building in Occupation 05Existing Engineering Materials 06Dimensions 07Protection and Storage 08Positions of Plant and Equipment and Installation to Drawing 09Positions of Outlet Points 10Alternatives 11Clean and Tidy Working 12Samples for Approval 13Working in Confined Spaces 14

GENERAL TECHNICAL 04

Connections to Existing Services 01Connections to Appliances 02Painting 03Labelling and Notices 04Tools and Accessories 05Electrical Interference and Suppression 06Noise Attenuation 07Guards 08Plant Drives, Pulleys and Keys 09Design Interchangeability 10Fixing Building Services, Plant etc to the Building Fabric 11Plant Bases and Anti-Vibration Mountings 12Lubrication 13Bonding and Earthing 14Spare Parts 15Colours of Indicator Lights, Push Buttons, Annunciators and Digital Readouts 16

B01 INDEX PAGE 2


TESTING, COMMISSIONING, CLIENT INSTRUCTION AND HANDOVER 05

General 01Testing 02Commissioning 03Commissioning Procedures 04Instruction Period 05Handover Procedures 06Record Drawings 07Valve Charts & Schematic Diagrams 08

LABELLING AND FIXING 06

Labelling 01

Fixing Building Services Plant to Building Fabric 02

End of Index

B01 ELEMENT 01 PAGE 1


INTRODUCTION 01

Scope of Part B

Shall:

comprise integrated parts of the Specification covering the general requirementsrelating to the Works, as detailed in Parts C and D and on the accompanying drawings.

be integrated together with Part A (where included) and read as a complete contractrequirement.

form a single entity, together with drawings.

be complementary to each other (except in the case of Engineering Bills of Quantities)and include within the tender sum for the provision of all items shown or described ineither or both.

provide for any information contained in Part B which may not apply to all contracts tobe ignored and only that relevant to the work being carried out to be acted upon.

01

Names of Parties

Shall:-

in this part of the documentation provide for the Clause requirements for the specifiedwork to be the responsibility of the 'Engineering Contractor or Sub-Contractor'depending on whether the engineering installation is to form the Contract Work orSub-Contract Work for the project, unless otherwise directed in Part D.

02

Definitions

Shall:-

comprise the following words and associated meanings:-

'Shall' is mandatory

'Will' is informative

'Should' is advisory

'Provide' means supply and fix or install

03



Quality Assurance

Shall:-

be in accordance with the BSI Buyers Guide to ensure that products that aremanufactured, or stocked, under the following schemes are always given priority:-

BSI KITEMARK SchemeBSI SAFETY MARK SchemeFirms of Assessed CapabilityStockists of Assessed Capability

include for the Client to be notified of any instances where these schemes could be, butare not, used.

04

End of Element



STATUTORY REQUIREMENTS AND STANDARDS 02

General

Include in the tender for all costs to complete the works in accordance with theStatutory Requirements and Standards current at the time of tender.

Subject to negotiation and later instruction, comply with subsequent issues during thecontract.

The requirements of the Statutory Requirements and Standards are detailed throughoutthe documentation and the particular items specific to Part B follow below.

01

Statutory Instruments, Regulations and By-Laws

The Building Services Contractor shall:-

complete the works to and in accordance with the relevant:-

Health and Safety at Work, etc. Act 1974;Statutory Instruments associated with construction and installation work.The Building Act 1984 and The Building Regulations 1991 and subsequentamendments (including all approved amendments).

Electricity at Work Regulation 1989;Electricity Supply Regulations 1988 (as amended 1992);IEE Wiring Regulations (BS 7671:1992 Requirements for Electrical Installations);

Gas, Water and Electricity Authority requirements

Notify all Authorities in accordance with their By-Laws. Crown buildings are tocomply with Building Regulations but are exempt from approvals or inspections by theLocal Authority.

02

British Standards

Shall:-

apply to all sections of the work, as listed hereunder:-

BRITISH STANDARDS

BS EN 55014 : 1993 Specification for limits and methods of measurementof radio BS EN 55014 disturbance, characteristics ofhousehold electrical appliances, portable tools andsimilar electrical apparatus.

03



BS EN 55014-2 : 1997 Electromagnetic compatibility. Requirements forhousehold appliances, electric tools and similarapparatus. Immunity, product family standard.

BS EN 60073: 1997 Basic and safety principles for man-machineinterface, marking and identification - codingprinciple for indication devices and actuators.

BS 5304: 1988 Code of Practice for safety of machinery.

BS 5378 Safety signs and colours.

Part 1: 1980 Specification for colour and design.

Part 2: 1980 Specification for colorimetric and photomatic propertiesof materials.

Part 3: 1982 Specification for additional signs to those given in BS5378 : Part 1.

BS 5493: 1977 Code of practice for coating of iron and steel structuresagainst corrosion.

BS 6150: 1991 Code of practice for painting of buildings.

BS 8313: 1997 Code of practice for accommodation of building servicesin ducts.

Miscellaneous Standards

Shall:-

apply as follows:-

NHS ESTATES (DEPARTMENT OF HEALTH)

HTM 2007 - Electrical services: supply and distributionHTM 2011 - Emergency electrical servicesHTM 2014 - Abatement of electrical interferenceHTM 2022 - Medical gas pipeline systemsHTM 2023 - Access and accommodations for engineering servicesHTM 2025 - Ventilation in healthcare premisesHTM 2027 - Hot and cold water supply, storage and mains servicesHTM 2031 - Clean steam for sterilisation

04

HTM 2040 - The Control of legionellae in healthcare premises (a code of practice)HTM 2045 - AcousticsHTM 81 - Fire precautions in new hospitalsHTM 85 - Fire precautions in existing hospitals

End of Element



GENERAL NON-TECHNICAL 03

Specialist Installations and Supplies

Shall:-

where specialist installations and supplies are specified for particular plant orequipment, be completed in accordance with the specification and integrated with allother Works.

comply with all contractual obligations incorporated in this specification.

submit maintenance and call out details with the tender, and as requested by theEngineer. Call out periods shall be appropriate for the system/item supplied andits usage as determined by the Engineer.

submit full commissioning details which shall clearly indicate when supportservices are to be available and shall agree with the Building Services Contractortime periods in accordance with the main programme.

agree all terms, conditions and contractual duties with the Building ServicesContractor. No such terms, etc. imposed by specialist suppliers may be used asthe basis of a claim for delay, variation, or enhanced valuation.

include for demonstration of correct operation to the Building Servicescontractor, Engineer and, following acceptance, to the client, which may involveseparate site visits, at no additional cost to the contract.

01

Ordering of Materials and Equipment

Shall:-

require every effort to be made to obtain materials and delivery to accord with thework programme and avoid delays by the early placing of orders following instructionsto proceed.

include for submission of alternatives for the Engineers consideration if the possibilityof delay exists.

include reference to manufacturer's/supplier's quotations is for technical clarificationonly. Costs, availability and other conditions are to be ascertained for tender purposes.

02



Materials and Workmanship

Shall:-

allow for all plant and material to be new, undamaged, free from corrosion, notsub-standard and conform to the requirements of the specification.

where quality or standard of materials are not specified, be of adequate quality andequivalent standard to specified items.

allow for all work to be carried out by competent staff in an expeditious andworkmanlike manner under skilled supervision.

03

Inspection and Measurement of Work

Shall:-

include all assistance necessary to enable the Engineer to examine or measure theWorks with no section of the Works covered, concealed or insulated prior tocompletion of a witnessed satisfactory test.

require due notice to be given when Works which are to be covered or concealed areready for examination and/or measurement.

04

Building in Occupation

Shall require the Contractor:-

to comply with any `permit to work' system in operation on the premises

to include in the Tender for carrying out work in existing buildings shown on therelevant drawings whilst the buildings are occupied by staff and/or patients unlessotherwise specified in Part D.

to take all reasonable steps to keep noise to a minimum particularly in the proximity ofpatients and staff.

05



Existing Engineering Materials

Shall require the Contractor:-

to include in the Tender for stripping-out scrap and redundant material and removingfrom the hospital site and make allowance in the Tender for the value of such materialunless otherwise specified in Part D.

to comply with all of the requirements of Environmental Protection Act 1990 andassociated regulations. The contractor shall comply with the guidance given in“Waste Management - The Duty of Care - A Code of Practice” (HMSO 1991 -1996 Revision). The contractor shall provide a “controlled transfer note” for eachload removed from site. A top copy of the Local Authority Certificate ofregistration is required.

06



Dimensions

Shall:-

require full advantage to be taken of the facilities available to visit the site prior totendering to ascertain and check:-

all drawings relating to the site locality and means of access.

buildings and structures involved in the Works.

dimensions where plant or equipment is to be installed within or close to existingbuildings or structures. These dimensions to take precedence over dimensions shownon the Contract Drawings or supplied under the Contract, with any discrepancy founddrawn immediately to the attention of the Engineer.

07

Protection and Storage

Shall include:-

adequate and safe storage for all material plant and equipment necessary in respect ofown Works.

purpose made racks for storage of conduits, pipes and similar materials to preventbending and distortion.

purpose made end caps to protect threads, nozzles etc.

protection by means of paint, tallow or grease for bright and machined surfaces andcleaning and polishing immediately before handover.

protection against frost, building works, or operations by others.

suitable racks and storage for plant, equipment and materials unable to be stored in hutsor buildings.

protection for electrical cables and seal cable ends using methods and materialsrecommended by cable manufacturers.

for leaving plant and equipment in a condition ready for painting where specified aspart of the work or by others.

for painting parts liable to corrosion immediately after removal of temporaryprotection.

replacement material, plant or equipment where deterioration or damage has occurredprior to handover.

08



Position of Plant and Equipment and Installation to Drawings

Shall:-

be in accordance with the drawings scheduled in the specification which show thelayout arrangement and equipment but may not detail the whole work involved and arediagrammatic in certain particulars.

notwithstanding the provision of the drawings, have dimensions and particulars takenfrom site for the work specified.

include for submission of installation drawings based on the latest available informationfor the Engineers consideration at a reasonable time before work is commenced.

give due consideration to all services detailed on co-ordination and zoning drawingswhere provided with the specification.

provide for contractual distribution of all information and drawings necessary toachieve complete co-ordination.

give due regard to the needs of inspection, efficient maintenance and replacement.

09

Positions of Outlet Points

Shall:-

where detailed integrated layout drawings have not been issued with the tender, allowfor fixing outlet points up to 1 metre from the position specified or shown on thedrawings at no extra cost.

10

Alternatives

Shall:-

where a particular manufacturer is specified in Part D, include for the manufacturercalled for in the specification.

where considered appropriate, provide for equivalent standard alternatives to beoffered for consideration, detailed with cost and technical comparisons, includingreferences to British Standards where appropriate, on the schedule of alternativessubmitted with the Tender.

conform to the same intent, design, the same details of coordination and shall becompatible with other elements of work (services or other trades). The cost ofsuch an exercise and/or any subsequent costs arising due to the same purposedirectly or indirectly, or due to the changes induced to other equipment and/orwork of other trades shall be borne by the Contractor and under nocircumstances form any claim.

11



Clean and Tidy Working

Shall:-

in respect of own Works require the site to be kept clean, tidy, free from waste andsuperfluous material and all necessary precautions taken to avoid damage to thebuilding structure or its contents.

12

Samples for Approval

Shall:-

be submitted for the Engineer's consideration and comprise such samples ofworkmanship, materials and equipment intended for execution of the Works as theEngineer considers necessary. Samples will remain in the possession of the Engineeruntil contract completion or be embodied in the installation.

13

Working in Confined Spaces

Shall:-

be defined and detailed, and risk assessments/method statements carried outwithin the requirements of the CDM regulations, and incorporated into theHealth and Safety plans.

be governed by a 'Safe System of Work'.

be undertaken in accordance with an appropriate 'Permit to Work' procedure wheresuch procedure is in operation on the site.

where no 'Permit to Work' System is in operation, be undertaken only after fullinvestigation and resolution of the following matters has been completed and theEngineer informed in writing of the proposals.

(a) Assessment of the task to be undertaken.

(b) Identification of the hazards of the task.

(c) Decision on methods of working to avoid hazards.

(d) Implementation of a system of work to incorporate these methods.

(e) Monitoring of the operation of the system of work.

before commencing work and before personnel enter the space, be demonstrated to besafe by testing that no toxic or asphyxiant gases are present and that adequate oxygenlevels are present.

14



before commencing work, include assessment of the likelihood of the conditionsremaining as found, the impact of any materials or equipment to be taken into theconfined space or found there (deposits, sludge, residues etc.) and the possibility of anyhazardous gases or vapours being able to enter the space.

be restricted to trained personnel.

be undertaken after consideration of the following:-

(a) the provision of safe means of access and egress;

(b) the presence of personnel to keep watch outside;

(c) the provision of effective communications between personnel inside andoutside;

(d) the provision of suitable protective equipment, including harnesses if possibleand self-rescuing breathing apparatus if appropriate;

(e) the availability of gas detection equipment and staff trained in its use;

(f) a means of effecting a rescue in the event of an emergency.

Method Statements

Shall:-

include for preparing detailed method statements and risk assessments prior toundertaking major work packages or work to existing services.

prepare a detailed method statement for the overall project to address theproblems of programming, completion to suit specific contractual requirements.

address the following issues with regard to each activity.

i) Health and Safetyii) Method of workingiii) Programmeiv) Enabling Worksv) Specialist attendances/tools/materialsvi) Work required by third parties e.g. hospital engineer, microbiologist or

pharmacistvii) Quality assuranceviii) Contingency measures (i.e. failure of break-in or ability to bring existing

service back on line in accordance with programme)ix) Permit to work systemx) CDM regulations 1994

15



submit the method statements/risk assessments to the Engineer and siterepresentative within a reasonable time prior to undertaking such work forcomment, where applicable. Copies shall be forwarded to client’s representativei.e. Hospital Engineering Manager. Where requested, the methodstatements/risk assessments shall be prepared and submitted to the PrincipalContractor when required for incorporation into the Health and Safety plan.

End of Element



GENERAL TECHNICAL 04

Connections to Existing Services

Shall:-

include specified new connections into existing services with, unless otherwise stated,the buildings being assumed to be in full commission.

include for the work to be carried out in a manner that does not interfere with theroutine working of the buildings and in accordance with the programme for the Works.

include for isolating and reconnecting as required for the permanent and/or temporaryconnections and making good insulation and decoration affected by the Works.

not isolate any equipment or section of any existing service unless the time anddate of isolation has been agreed, via the site procedure for isolation.

the Contractor shall ascertain site procedure for isolations and shall note that onsome sites and some systems isolations may only be carried out by site engineers.

include for bringing to the attention of the Engineer before commencing work if thecondition of the existing services are not considered satisfactory for connections to bemade.

include identification, draining down, refilling, venting and balancing of any disturbedpiped services.

include circuit identification and testing of any disturbed electrical services.

01

Connections to Appliances

Shall:-

include for technical co-ordination of connections to all plant and equipment specifiedand for disconnecting and reconnecting of existing items requiring moving.

02



Painting

Shall:-

in general comply with the recommendations of BS 5493.

where possible include for all installed material to have a factory paint finish and alldamaged paintwork to be immediately made good.

include for the application of one coat of lead free rust inhibiting primer on tothoroughly wire brushed and cleaned fabricated steel before erection.

include for making good any damaged paintwork after erection.

include for all engineering equipment and associated supports in external and dampsituations unless intrinsically weatherproofed, to have two coats of weatherproof paintfinish.

comply with the schedule of painting in Part D and the particular engineering sectionsof Part C.

Shall not:-

remove, cover, paint over, deface or alter identification plates or labels fixed by themanufacturer.

03

Labelling and Notices

Shall:-

include for providing identification labels etc (to BS 5378 Part 1, Part 2 and Part 3,where appropriate), to the schedule of items in Part D together with statutory andwarning notices relating to the safe use of the equipment. The sizes type to be asspecified in Element 06.01 Labelling.

04

Tools and Accessories

Shall:-

include for the provision of two complete new sets of any special tools and accessoriesrequired for correct running and maintenance of the plant, each set being contained in asteel tool box fitted with a padlock and two keys.

be un-used prior to handover.

05



Electrical Interference and Suppression

Shall:-

be provided on all equipment supplied or used for own Works to the requirement ofBS 800: 1988 and Health Technical Memorandum 2014 to eliminate interference withhospital medical electrical, radio and television equipment.

include for locating and rectifying faults.

06

Noise Attenuation

Shall:-

include sound attenuation equipment and materials to prevent transmission of soundthrough ducts, pipework and structures as specified in Parts C and D.

07

Guards

Shall:-

be provided to all moving parts of machinery in accordance with the requirements ofthe Health and Safety at Work Act.

comply with BS 5304 and provide easy access for maintenance together with access toshaft ends for tachometer attachment.

08

Plant Drives, Pulleys and Keys

Shall:-

include flexible couplings for flange and vee belt drives for pulleys. Flange or pulleydrives on motors, fans and pumps to be truly balanced and secured in position by shaftkeys or patent locks readily accessible for withdrawal or adjustment.

09

Design Interchangeability

Shall:-

ensure that items of plant are interchangeable where this will not affect the efficiency orsafe operation of the works involved.

10

Fixing Building Services, Plant, etc to the Building Fabric

Shall:-

be carried out as specified in Element 06.02.

11



Plant Bases and Anti-Vibration Mountings

Shall:-

ensure that all concrete bases for plant and machinery have a minimum perimeterclearance of 150mm, with each item of plant adequately fixed, supported and aligned,in accordance with the manufacturers recommendations.

include provision of holding down bolts, for all items of plant, including anti-vibrationmaterials and mountings for units having rotating or moving machinery. Anti-vibrationmaterial which is to be cast into plinths to have a waterproof membrane on bothbearing surfaces and be handed to the building contractor before casting commences.

12



Lubrication

Shall:-

comprise the supply and servicing of plant and machinery with lubricants to themanufacturer's recommendations before attempting to operate, ensuring lubricantlevels are correct and providing a list of the manufacturer's recommended lubricants.

include the supply of lubricant dispensers for each pattern of nipple and cup fitted.

where necessary for purposes of servicing, include extension pipes with lubricantnipples.

13

Bonding and Earthing

Shall:-

include all necessary materials and connections as specified in Part D to ensure that allinstallations and equipment are efficiently and continuously bonded to an earthingsystem at all times, in accordance with the IEE Wiring Regulations (BS 7671 -Requirements for Electrical Installations).

14

Spare Parts

Shall:-

comprise the spare parts listed in the Schedule of Spares included in Part D, and showthe costs as a separate item within the Tender.

include for ordering the spares at the same time as orders are placed for the plant andequipment and raise for consideration any spare items which should be added to theSchedule of Spares.

comply with the plant specification and be interchangeable with the correspondingparts on the plant.

be numbered and described for identification and prepared for storage by protectiveenclosures and/or greasing or painting.

produce delivery notes and ensure these are signed by the client’s representativefor all spares and tools handed over. Posting or delivery to site of any itemswithout obtaining evidence that they have been received by the client’srepresentative may result in further spares being required at no additional costto the contract.

15



Colours of Indicator Lights, Push Buttons, Annunciators and Digital Readouts

Shall:-

conform with the conventions of BS EN 60073 or as specified in Part D.

16

End of Element



TESTING, COMMISSIONING, CLIENT INSTRUCTION ANDHANDOVER

05

General

Shall:-

as the Commissioning and Testing is an important and lengthy task to be undertakenprior to handover of a completed project, include for the preparation by the MainContractor and his Sub-Contractor of a Commissioning Programme as part of theContract Programme, in conjunction with other contractual parties and with agreementof the Engineer, to describe the commissioning/demonstration and instructionProcedures, dates and personnel involved. The Programme to be agreed anddistributed at least six weeks before commissioning is due to commence.

include for all arrangements to enable the Engineer or his representative or nominatedinsurance company to witness tests, or test and inspect at site or at the manufacturer'spremises.

include for the appointment of an approved engineer, from the contractor's own staff oran independent commissioning company, (known as the Commissioning Engineer)who is fully conversant with the operation of the Works and competent to supervisethe whole of these procedures, which are to be carried out by persons fully trained inthe operation of specialist installations and equipment.

allow for the Engineer and his representatives to witness the proceedings, confirm therecorded results and determine whether the specified requirements have been met.

allow for the Engineer to receive adequate written notice of the date and place of each(or series of) test, inspection, commissioning or demonstration procedure.

include for demonstrating to the Engineer that the test instruments and equipment usedare accurate when compared with a recognised standard.

include for the provision of all labour, materials (including fuel and energy - see Part D)and apparatus required for carrying out the testing, commissioning and instructing ofHealth Authority staff.

provide for Commissioning and Testing to be carried out with all tradesevacuated, other than those associated with the Commissioning and Testingprocedures.

ensure that the Testing and Commissioning period does not encroach on the MainContract period.

01



Testing

Shall:-

include the provision of a separate set of drawings and/or report sheets to be used toaccurately record the following test and inspection information:-

(a) Plant, section and installation under test.

(b) Manufacturers reference number where applicable.

(c) Date, time, duration of test (and weather conditions if appropriate).

(d) Test results with itemised readings including records of all other checks andtests.

include for the testing of all equipment, material and services installations as detailedelsewhere in the specification and if the first inspection or test fails, repetition of theprocedure within a reasonable time, adhering to the time cycles and other requirementsas specified for the first test.

require the completion of all tests before any paint, cladding or similar materials areapplied or before services are concealed.

The Engineer will:-

give twenty four hours written notice of his intention to be represented at the test.

if he decides after inspection or testing, that such plant or any part thereof is defective,or not conforming with the specification, reject such defective parts by written noticewithin a reasonable time, indicating the area of dispute.

if he considers the tests are being unduly delayed, arrange for instructions to carry outthe tests within 10 days.

02

Commissioning

Shall:-

following satisfactory completion of the foregoing tests and when the installation is in asafe and satisfactory condition, include for setting it to work and regulation andadjustment as necessary to the design requirements.

In general terms include the following procedures in accordance with information inspecification Parts C and D:-

03



(a) setting to work all systems as specified and ensuring that the performancerequirements have been achieved.

(b) balancing and regulating all systems to meet specified performancerequirements.

(c) making final adjustments and before practical completion, demonstrating bycommissioning procedures detailed elsewhere in this specification, that theprovisions of the contract have been met in total by completing the previoustesting and setting to work procedures and by showing that the completelyintegrated installation will function in accordance with the specifiedperformance requirements.

include records of all test results on the sheets provided, completing all commissioningdocuments and at all stages ensuring that the Engineer has certified the documentsand/or arranged for instructions for any remedial work.

Commissioning Procedures

Shall:-

ensure that the following requirements are observed when, commissioning theengineering works:-

1. Progressive static testing will be witnessed by the Site Engineer(s) when thework is presented as ready for testing. This will include Insulation ResistanceTests, Earth Continuity Tests, Water, Gas Pipeline and Air Ducting Tests.

2. Pre-commissioning examination and testing to ensure that each system or itemof equipment is complete, in a safe condition and all notices displayed.Completion for operational purposes implies the bulk of the snagging of workhas been offered to the Site Engineer(s) and remedial work completed. Allfans, pumps etc., will have been checked for operation and all polarity testing,phase sequence testing, loop impedance testing etc., carried out.

3. The Engineer, Site Engineer, Commissioning Adviser and other members ofthe contractual team to discuss the Commissioning Programme (previouslyprepared) take account of any problems arising, availability of related services,agree access required for controls, agree documentation to be used and adjustprogramme as necessary for a clear understanding of the position.

4. Demonstration of agreed systems and equipment to the programme to bewitnessed on behalf of the Employer/Client by the Commissioning Adviser/SiteEngineer/Engineer and results examined for final acceptance.

5. Instructions to the users staff to be completed by handover.

04



6. Any outstanding final acceptance testing such as for sterilises, theatreextract/flow systems, boilers, refrigeration and generators are to be listed anddates agreed in the defects liability period when reasonable demands forconsumer requirements are available.

Instruction Period

Shall:-

include, on completion of an installation (or part of) as the programme dictates, theprovision by the Engineer of the names of the user Health Authority staff to beinvolved, in the operation and maintenance, before planning, preparing and formallyrecording arrangements for the instruction period.

include instructing the Health Authority's staff in the safe operation and maintenance ofall systems and items of equipment and where necessary running, maintaining andsupervising, in each case under normal working conditions, for an adequate andreasonable period of time based on manufacturer's recommendations, or alternatively atthe manufacturers' works.

05



Handover Procedures

Shall:-

unless otherwise stated in Part D include for obtaining and/or preparing the followingmechanical or electrical documents to be available not less than one month beforePractical Completion of any part of the Contract.

include for incorporating the following documents into one or more volumes of durablefinish service manuals, with format and contents agreed with the Engineer. Three setsto be provided on completion.

1. Index of Contents2. Description of Design Intent & Operational Policy3. Commissioning Documents and Reports4. Manufacturers Operation/Service & Maintenance Manuals5. Manufacturers Spares List & Ordering Procedure6. Operational & Maintenance Routines, Procedures for Fault Finding7. Line Diagrams of Plant Control Systems & Descriptions of Control Operation

incorporating all set points8. Schematic Layouts locating Valves, Switches etc. to Incorporate all Equipment

Identification Numbering9. Schedule of Installed Equipment with Specific Commissioned duties10. Description Working Drawings for each main item of plant/equipment,

showing safety features etc.11. Emergency call-out service - personnel & telephone contacts12. Copies of all charts posted elsewhere in building13. List of tools, keys & special requirements for handing over14. Guarantees, Test Certificates & Reports15. Insurance & Inspecting Authority Certificates & Reports*16. List of Record Drawings (drawings separately available)17. Health and Safety plan relevant to the fixed operational installation (not

construction) in compliance with CDM regulations

* To include documents required under the Pressure Systems Regulationsensure that the operation and maintenance information is specifically relevant tothe installed Works, compiled in a logical and instructive manner to ensure afull understanding by the user, of manufacturer's recommendations togetherwith those in connection with Health & Safety and the Prevention ofLegionnaires Disease. Refer to HTM 2040 - The control of legionellae inhealthcare premises (a code of practice).

Diagrams and scheme layout to indicate the individual control features and to becross-referenced with identification numbers on the installed plant.

06



Record Drawings

Shall:-

Modify the installation drawings as necessary to record the “as installed”changes which may have occurred and thus form the basis of the final “AsFitted” drawings.

Unless otherwise stated in Part ‘D’, include for obtaining/preparing the recorddrawings which are to be available not less than one month before practicalcompletion of any part of the contract.

Indicate to a suitable scale agreed by the Engineer (which shall be in any case notless than the tender or installation drawings) the layout, identity, size andposition of all services installed together with valves, control items, plant, conduitroutes, lighting fittings, switches, socket outlets, distribution boards etc. Thedrawings shall show the results of all commissioning tests i.e. air-flow rates asmeasured at grilles, measured flow rates through calibrated valves, pumps ororifice plates, controls settings media temperatures etc. The size, type and lengthof each ELV, LV and HV cable (to the nearest metre) shall also be given togetherwith the measured earth fault loop impedance where applicable. All fuse orbreaker current rating shall be shown as well as all trip settings.

Inter connections between items of equipment, including those provided byothers and terminal numbering and cable core identification of all alarm andcontrol circuits shall be given. The drawings shall be amplified with schedulesand/or diagrammatic presentation.

07



Particular attention shall be paid to the location and depth of buried servicesincluding those carried out by Gas, Water or Electrical Authorities etc.Similarly, the drawings shall include all sub-letting and specialist works i.e.medical gases and ventilation ductwork etc., together with a schematic diagramof the application of automatic controls and instruments etc. The diagrams anddrawing shall wherever possible have valves etc. marked to coincide with themarking of valves labels etc., called for in the relevant Sections of thisSpecification.

Valve Charts and Schematic Diagrams

Shall:-

produce, as defined in Part D, a chart indicating valve references and identifyingvalve service and function.

Produce for each system, a schematic diagram indicating plant and itsreferences, pipework/ductwork, commissioning settings, control components andtheir references, normal operating temperatures and pressures, filter dirtysettings and other operational conditions.

Each diagram and valve chart shall be laminated and framed and permanentlymounted in the relevant space in a clearly visible position.

08

End of Element



LABELLING & FIXING 06

Labelling 01

Equipment

Colour &

Size

of Label

Colour &

Size

of

Lettering

Title

Fixing

Requirement

Label

Material

VALVES WHITE

80mm x 25mm

BLACK

4mm high

As specified

in Part D

Brass ring

fitted around

spindle

Brass or ivorine

CONTROL

PANELS

WHITE

to suit

nomenclatur

e 80mm x

25mm

BLACK

6mm high

As specified

in Part D

Brass round head

screws

Ivorine, perspex

or laminate

THREE PHASE

EQUIPMENT

RED

100mm x

80mm

WHITE

10mm high

DANGER

415 volts

Brass round head

screws

Ivorine, perspex

or laminate

SWITCHGEAR

&

DISTRIBUTIO

N BOARDS

WHITE

100mm x

80mm

BLACK

6mm high

Circuits and

apparatus

controlled

cable size

Brass round head

screws

Ivorine, perspex

or laminate

DISTRIBUTIO

N BOARDS

CIRCUIT

CHARTS

- -

As specified

in Part D

Non-flammable

transparent

pockets sliding

into metal

channels on

inside of cover

Typewritten

chart indicating

outlets

controlled,

circuit no, fuse

and cable size

BUS BARS Phase

colours

- - At all access

points

PVC sleeving

ESSENTIAL

SUPPLIES

EQUIPMENT

WHITE RED As specified

in Parts C and

D

As specified in

Parts C and D

As specified in

Parts C and D

GENERAL

EQUIPMENT

WHITE BLACK As specified

in Parts C and

D

As specified in

Parts C and D

Ivorine, perspex

or laminate

All dimensions shown are minimum sizes.



Fixing Building Plant to the Building Fabric 02

EQUIPMENT TO BEFIXED

MATERIAL ENVIRONMENT FIXING

Heavyweightequipment orequipment subjectto vibration, shockor heavy handling

Normal strengthbrickwork, masonry andconcrete

Dry Expansion bolts or self drillanchors

Damp and/orcorrosive

Galvanised or cadmium platedexpansion bolts

Normal strengthbrickwork, masonry andconcrete

Dry Expansion bolts

Damp and/orcorrosive

Galvanised or cadmium platedexpansion bolts

Poor brickwork, masonryor concrete in which itis difficult to drillneat fixing holes

Dry Cement-in sockets or bolts

Wet and/orcorrosive

Galvanised or cadmium platedexpansion bolts with proprietarycaulking anchors

Any material of lowstrength per unit area

Anycondition

MS brackets and/or plates tospread the load. All brackets tobe painted red lead primer andtwo finishing coats. Bolts to begalvanised, cadmium plated ornormal to suit the conditions.

Any fixing and/orclips

Structural steelwork Anycondition

Clamps, finish of clamps andbolts etc to suit theconditions. All brackets to bepainted red lead primer and twofinishing coats.



EQUIPMENT TO BEFIXED

MATERIAL ENVIRONMENT FIXING

Lightweightequipment subjectto movement,excessivevibration, shock orheavy handling

Good brickwork, masonryand concrete

Clean, dry Fibre or plastic plugs, steelwoodscrews

Clean, damp Plastic plugs, brass woodscrews

Clean, dry,hightemperature

White bronze plugs, steelwoodscrews

Corrosive,anytemperature

Proprietary white bronze plugs,cadmium plated steel woodscrews

Brickwork and masonrywith ragged orirregular holes

Anycondition

Proprietary plugs compound andwoodscrews to suit environmentie:-

dry - steeldamp - brasscorrosive - cadmium-plated

steel

Good timber blockboardand plywood exceeding12.5mm thick

Dry Steel woodscrews

Damp Brass woodscrews

Sheet and cellularmaterial of highstrength per unit areaeg sheet steel, sheetaluminium, hollowconcrete blocks, hollowclay blocks, plywoodless than 12.5mm thickchipboard

Anycondition

Threaded brass/neoprene inserts,plated gravity toggles, platedtoggles

Sheet and cellularmaterial of lowstrength per unit areaeg building boards,plaster board,laminated plastic

Anycondition

Plated gravity toggles, platedspring toggles

End of Element