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Chesapeake Shakespeare CompanyUpdating the old - a new HVAC system for CSC's Historic Theater Building

Request: $50,000.00 Baltimore NationalTotal Match: $50,000.00 Baltimore City

Chesapeake Shakespeare Company - Updating the old - a new HVAC system for CSC's Historic Theater Building -

PROJECT TITLE: Updating the old - a new HVAC system for CSC's Historic Theater Building

PROJECT SUMMARY:

The cost of five energy-efficient industrial rooftop HVAC units will be supported by the $100,000 yielded through this grant.

PROJECT DESCRIPTION:

Project Description

Chesapeake Shakespeare Company began a capital campaign in 2017 to raise funds to improve our downtown Baltimore campus dedicated to the classics. We intend to tackle items that were value-engineered out of the original renovation, predominantly items that address our carbon footprint and energy efficiency (weatherproofing our historic arched windows and replacing the rooftop HVAC system).

We seek a $50,000 grant from the MHAA/MHT to support the replacement of five rooftop HVAC units.

Will any aspects of the project cause ground disturbance (utility lines, footings, underpinnings, grading, signage installation, etc.)?

No

Do any aspects of the project have potential to disturb lead paint, asbestos, oil tanks, or other hazardous materials?

We believe it is unlikely that this work will disturb hazardous materials. However, in the interest of full disclosure, there are some areas on the roof around the HVAC units that are original to the building and were not removed or addressed during previous renovations. There is some potential for lead paint or asbestos being in these areas, but no hazardous materials have been disturbed in any work involving the HVAC units over the last 25 years.

How will completing the project accomplish the goals and objectives your organization?

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Replacing the increasingly decrepit rooftop HVAC units would essentially shore up our primary heating and cooling system, enabling us to operate a safe environment for the public. The single most important element/key to our organizational goals and objectives is the fact that we bring people physically together and require a space that can support that activity. To that end, our space must be secure, environmentally controllable, and free of hazardous debris, criteria our space currently meets. By NOT replacing the HVAC units, we would no longer meet the criteria of being able to control the internal temperature of our space - this could become problematic for people with certain health conditions, especially those with respiratory or heart conditions. Our organizational activities are focused on bringing ALL people together so we seek to solve any problem that would exclude participation from any specific population.

How will completing this project accomplish the goals and objectives of your heritage area?

The overall goal of the 2013 BNHA CMP is to fortify the Baltimore National Heritage Area. That must include strengthening the institutions located there. Our physical infrastructure is as important as our programmatic content.

A key factor in our move to the Mercantile Building continues to be the revitalization of Baltimore?s downtown neighborhood. As a cultural attraction, CSC spurs economic investment by both residents and visitors. These are two larger goals of the CMP (section 7, objectives 3.1 and 4.2 respectively). We also offer, through a permanent exhibit, our building?s unique slice of Baltimore history (section 7, objective 1.2).

Fortifying our infrastructure falls under the theme ?Building a Monumental City?.

6.3B: The Mercantile Building is on the National Register of Historic Places and is considered one of the finest examples of Romanesque architecture, a building we keep alive with activity throughout the year.

6.3D: The Mercantile Building served as a bank for 100+ years and is a relic of Baltimore?s banking history.

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6.3E: Henry Walters, a Mercantile board member, had an office in our building and founded The Walters Art Museum here; The Walters is a regular CSC partner.

6.3F: The pursuit of self-enrichment through the arts is one of humanity?s greatest pleasures.

6.3H: The Mercantile Building survived the Great Fire of 1904.

6.3I: As the home of generations of immigrants, Shakespeare has been presented by Baltimoreans for centuries, and we seek to keep his works, stories, and unifying human themes alive well into the future.

DELIVERABLES:

What will be the results of this project? What tangible and intangible deliverables do you anticipate?

The replacement of the HVAC system itself will decidedly impact our future operations, especially as climate change continues to drastically alter the environment in which society, CSC included, is required to operate. Chesapeake Shakespeare Company serves approximately 35,000 people annually, about 90% of them in our theater (the facility needing the replacement units).

DIRECT/TANGIBLE DELIVERABLE: Installation of brand new rooftop HVAC units, designed to function for another 25 years.

OPERATIONAL/TANGIBLE DELIVERABLE: Lower utility bills, less money going to repairs, meaning the ability to allocate those funds to other items or programs

PROGRAMMATIC/INTANGIBLE DELIVERABLE: Ensure no interruptions in programs during the 2020-2021 season if project completed fall 2020; alternatively, ensures continued physical/plant operations for the next 25 years. Continued ability to serve 35,000+ individuals annually, including 15,000+ schoolchildren and 150 artists

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How will ongoing maintenance costs be paid for in future years (if applicable)?

We are proactive in maintaining our beautiful historic building. The HVAC maintenance costs should be minimal because they will be new units. However, we always carry a $15,000 - $20,000 line item specifically for structural systems maintenance in our annual operating budget.

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BUDGET:

Amount requested: $50,000.00

Other State Funds:

Cash Match: $50,000.00

In-Kind Match: $0.00

Other Project Costs: $229,320.00

Total Match: $50,000.00

Total Project Cost: $100,000.00

Budget Details:

List the source(s) of all non-state matching funds you are including in your proposed project costs. Please indicate if the funds and support are in-hand, committed, or not yet available.

Middendorf Foundation, $50,000, in-hand

Baltimore City, General Obligation Bond, $91,021 committed (reimbursement required)

Helen Pumphrey Denit Charitable Trust, $75,000, application submitted

Abell Foundation, $50,000, application submitted

Describe any state funds that are already committed for this project.

State of Maryland General Obligation Bonds (2020), $350,000 requested (pending budgetary approval in 2020 session - would cover other improvements beyond HVAC replacement; reimbursement would be required)

Provide a brief explanation of each line item in your budget.

Lines 1 through 13 are generally the scope of work provided by the three proposals received from contractors. With regard to the Source of Funds column, Chesapeake Shakespeare Company has a line of credit which it has used to finance projects while waiting for reimbursement from state and local funding sources that have been approved but which require a reimbursement process. When CSC's LOC is listed, we are anticipating that either state or local funds which have not yet been approved will

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ultimately support the project. Additionally, the Denit Charitable Trust and Abell Foundation sources are applications that have been submitted but are not yet awarded.

The staff line items are for our site manager - Facilities Manager Dan O'Brien - who will coordinate the project from start to finish. The Administrative staff time is for our Finance and Development manager, Elizabeth Berman, who is coordinating grant applications, communication with local and state authorities for reimbursement and application processes, and administering the line of credit, payment to contractor(s), and other fiduciary and administrative tasks associated with the project. For each of them, their 80 hours is generally spread over a longer period of time, with Dan's being more condensed during the project work period and Elizabeth's being primarily completed by the time the actual work period comes around, with some administrative follow-up after the project comes to completion.

Please note that the budget breakdown is from the highest-priced proposal (Ariosa & Co); additional detail was provided via email communication, which is included in the attachments. Because we always budget conservatively, we are sharing the highest proposal as we feel it will more than covers the project scope as well as provides for some contingencies. Once we know whether we have funding to proceed, we will go back to each contractor for a confirmed budget (they will also have to re-budget for materials and labor as rates may have fluctuated since mid-fall 2019).

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URGENCY:

Is this project urgent?

The five HVAC rooftop units on our theater building were installed in 1995. Their functional lifetime is ending; we have, in fact, already paid ~$25,000 in repairs to keep them operational over the last four years. The most likely failure scenario would result in a new compressor being replaced in a soon-to-be-scrapped unit. At that point, it would be fiscally irresponsible and inefficient to replace them one at a time. As one can imagine, heating and cooling is vital not only to the health and safety of our staff and artists, but also directly impacts the comfort of our visitors. We purposefully create a safe and comfortable environment for all who enter our space and we require the proper functioning of our building systems in order to ensure this atmosphere.

If funding needs are not met this year, it would guarantee a delay of the project until Summer 2021, potentially threatening winter operations for the 2020-2021 season. As the leading provider of theatre-based educational opportunities in the greater Baltimore metropolitan region, ceasing operations would impact ~15,000 children in 2020-2021, not to mention the remaining 20,000 patrons at our performance, community engagement, and other programmatic activities. We have always been proactive when it comes to addressing operational/mechanical issues, and this time is no different. This project is dependent on raising enough external funding support; we are unable to responsibly move forward with contractor selection until such time as 80% of the project's projected costs are raised. An investment in our building infrastructure would help ensure our continued programmatic operations - and contributions to heritage tourism - well into the future.

IMPACT:

Describe how this project will address one or more of the Maryland Heritage Area's Program's three areas of focus.

The replacement of our HVAC units will not specifically, by itself, support any of the three areas of focus for the MHAA. However, Chesapeake Shakespeare Company's existence DOES support both the Developing Heritage Tourism Product and Sustaining Regional Identity focuses of the MHAA.

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First, our commitment to building up the tourism appeal of downtown Baltimore, where modern-day culture and a long and interesting history collide, is unwavering. We believe in bringing people physically together, to provide a shared experience, and to change the world by doing so. We can't do our work without people willing to come downtown. Serving as a cultural, artistic, and heritage tourism attraction in the historic Financial District is how we contribute 35,000 individuals to the 26.7 million visitors that come through Baltimore each year.

Second, with regard to sustaining regional identity, Chesapeake Shakespeare Company hires local and regional talent for our work. We believe that we have everything we need right here in the Baltimore region. We also chose to renovate an historic building rather than build a new one, an historic building that has deep Baltimore roots - some of the City's most prominent philanthropists, businessmen, and pioneers occupied spaces in our building or used the Mercantile for their own banking needs; others helped fortify the establishment of the mid-Atlantic as an economic/trade region. It is extremely important to keep a building of this stature alive and well in modern-day Baltimore culture.

Does your project support or highlight the diverse history and cultural traditions of Maryland? If so, please provide details.

The programming of the Chesapeake Shakespeare Company is designed to be open and accessible to all. We do not specifically target any one group of people, but we do intentionally include elements of accessibility, diversity, inclusion, and equity in our programs. For example, operating in a city that is predominantly black, we work a lot with under-resourced schools, many of which are also predominantly black or populated by people of color. We strive to have our working community (of artists, administrators, board members, and volunteers) represent our participant community (schoolchildren, audience members, donors, and partners). This is an effort that is ongoing. We are committed to equity across the board, but find gender and racial equity the most easily discernible.

TIMELINE: Start Date: 9/1/2020

End Date: 10/31/2021

Key Steps and Timeline

August 2019: RFP issued

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September 1 2019 to December 31 2019: Proposal Collection

April 2020: Maryland General Assembly session closes, determination regarding state funds that would support this project

April 2020: Abell Foundation funding decision returned

May 2020: Contractor selection and project planning stage initiated (12-week period before construction, assuming work period is Fall 2020)

July 2020: Denit Charitable Trust funding decision returned

July 2020: MHAA funding decision returned

August 2020 - October 2020: IF funding decisions come back positive, this would be our ideal construction window

May 2021 - June 2021: IF funding decisions come back negative, we will use the difference in time to raise additional funds to support this project and late spring 2021 would be the next available construction window

August 2021 - October 2021: Again, depending on funding, this would be our final proposed construction window

ACCESS & OUTREACH:

Describe the benefit of the completed project to the general public.

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The immediate benefit of replacing the HVAC units to the general public is that they would be comfortable whenever they walked into our space. The internal environment of our facility will be manageable through an energy-efficient heating/cooling system and not subject to external conditions.

The long-term benefits are two-fold. First, Chesapeake Shakespeare Company would continue to operate ensuring another 20+ years of making live theatrical experiences available to all and providing a much beloved resource for teachers across the state. Second, an historic building would be protected from the threat of the constantly changing external/environmental shifts in our climate, preserving an architectural gem in Baltimore's cityscape.

What provisions exist or will be made for physical or programmatic access by individuals with disabilities?

Our programs are designed to be accessed by all people regardless of physical, mental, or developmental disabilities. Our physical plant is about 75% accessible and we plan to address this shortcoming as part of the other portion of our current capital campaign. The specific project being addressed in this application does not require any accommodations.

How will you ensure that the general public will learn about your property or project?

Chesapeake Shakespeare Company regularly advertises in print and digital media, on public transit vehicles, and through direct mail campaigns. With regard to the replacement of the HVAC units, we will certainly include a mention on our website, social media, and in our quarterly newsletter, in particular thanking funders for their investment in the long-term health of our institution. Additionally, funders will appear in our digital and printed publications (like our show programs and our website) as part of our donor list for at least one year from the completion of the project. Public inquiries/tour requests are always welcome - we are pleased to show off our spaces - and we encourage the general public to contact us with any questions they might have.

What is your organization's annual operating budget?

$2,095,928

How many staff members and volunteers does your organization have?

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We employ 14 full-time, 1 full-time seasonal, 3 part-time (roughly 1.75 FTE) employees; 150 independent contractors (primarily artists, directors, designers, and teaching artists); and 25 interns and apprentices over the course of a year. In our FY19 (year ending August 31, 2019), we had 243 volunteers work with our organization.

Does your organization have board and staff members from diverse backgrounds? If not, have you taken steps to increase your organization's diversity over time?

We do have board and staff members from diverse backgrounds but we are actively trying to diversify further. As an arts organization, the majority of our diversity is in our public-facing arena - that of our artists. We have put significant effort into diversifying that portion of our organization because that's what the public generally sees and our end-goal has always been to reflect our community when they attend one of our programs. Now that we are in a better place with regard to our artists - although there is always work to be done in this population, especially because it is often transient - we are committed to diversifying our staff and board more intentionally, especially in tandem with our 3-year strategic plan to be implemented beginning September 2020.

What is the annual visitation at your site?

~35,000 individuals annually, including ~15,000 schoolchildren

What hours per day, days per week, and months per year will the project / property be open to the public?

Chesapeake Shakespeare Company, as a business, operates generally from 9:30 am to 5:30 pm Monday through Friday; public access is by appointment. Our facility is open to the public during box office hours which are noon to 4 p.m. Tuesday through Friday.

With regard to our programs, our facilities are open on weekends and on weekday evenings. Public performances typically take place Thursday through Saturday evenings for four-hour blocks beginning at 7:30 or 8:00; and on Sunday afternoons beginning at 2 p.m. Classes are usually held weekday evenings, at various times, with some variability depending on the program.

What amenities are or will be available to the public at the property?

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Our facilities are fully operational commercial buildings. We believe in having a person greet guests and answer questions directly. We partner with Arrow Garage on Lombard Street, to provide discounted parking for our performance attendees. However, this discount does not apply to visits during standard business hours (M-F, 9-5). We have a mini-exhibit on the second floor of our theater showcasing the history of the building, as well as that of the Merchants' Club building right next door where The Studio at CSC and our administrative offices are located.

PROJECT MANAGEMENT:

Describe your organization's administrative and financial experience and ability to manage the property and to manage a grant of this type.

LEADERSHIP AND GROWTH

Led by a Board of Trustees with representation from the legal, finance, education, public relations, and public service fields and a strong staff headed by Founding Artistic Director Ian Gallanar and Managing Director Lesley Malin, Chesapeake Shakespeare Company grew from a $600,000 organization in 2013 to a $2.1-million organization in 2020. Our growth reflects careful planning and implementation of ongoing and new programming, responding to the interests and needs of our patrons and community.

PAST CONSTRUCTION PROJECTS

CSC carried out a major, award-winning renovation of the historic Mercantile Trust Company building into our downtown theater, along with the successful completion of a $6.2-million capital campaign to finance it. More recently, we worked closely with the owner of the adjacent Merchants' Club building, Scott Helm (also a founding board member of CSC), to renovate two floors of that building into our new teaching and rehearsal facility and expanded offices. His support and cooperation was also important to the success of our walkover project last fall, addressing approximately 50% of our current capital needs.

STAFF EXPERIENCE

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In addition to our board and executive leadership, CSC employees Dan O'Brien and Elizabeth L.K. Berman were key staff members during CSC's previous capital projects. As Facilities Manager, Dan supervised design and construction contractors through all stages of the theater and Merchants' Club renovations, and the walkover construction. As the coordinator of the CSC Theater capital campaign, Elizabeth is leading the fundraising efforts necessary to finance the various improvements of this capital campaign.

Identify any key individuals within the applicant organization who will be involved in the implementation of this project, in addition to the primary contact identified on the "Applicant" tab.

Lesley Malin, Managing Director, chief administrative officer, responsible for overall financial health of the organization

Dan O'Brien, Facilities Manager, primary construction/contractor liaison, responsible for overall project success

Elizabeth L.K. Berman, Finance & Development Manager, chief financial officer and primary grant writer, responsible for overall financial health of the organization as well as cultivating investment in CSC's capital infrastructure needs

Jane Coffey, Director of Development, serves as point person for legislative initiatives as well as a contact person in conjunction with Elizabeth to our institutional funding partners

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PROPERTY INFORMATION (Capital Grants Only):

Property Name: 202 E. Redwood Street

Property Owner: MODERN GLOBE THEATRE HOLDINGS LLC

201 WOODBROOK LN

BALTIMORE MD 21212

(The owner has moved to 5 Blythewood Road, Baltimore, MD; his attorney filed to update the LLC's information and that receipt is included in the attachments.)

Relationship to Applicant: Modern Globe Theatre Holdings, LLC is a holding company of Chesapeake Shakespeare Company founding board member Scott Helm.

Property Significance: Property Name

Chesapeake Shakespeare Company Theater

Other Property Name(s), if any

Mercantile Safe Deposit and Trust Company Building

The Mercantile Trust and Deposit Company Building is one of the best examples of Romanesque-influenced architecture, characterized by heavy weight and massiveness reinforced by deeply set windows, round-arch window openings, squat columns with foliated capitals, broad plane roofs steeply pitched, and straight-topped windows in groups. The interior consists of a large banking room with a balcony around the west, north, and east sides. Interior decoration consists of Corinthian columns and ornate wall plaster work dating from when the interior was rebuilt following the Great Fire of 1904, with 1950s remodeling elements.

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The building derives its significance as a highly ornamented bank building executed in the Romanesque style, and as one of the finest examples of the work of the Baltimore architectural firm Wyatt and Sperry which designed several major commercial and ecclesiastical buildings in the city. The third source of significance is the historic role the bank played in the development of Baltimore as an East Coast financial, commercial, and urban center. The Mercantile Trust and Deposit Company underwrote bonds for several southern communities including Norfolk, Virginia; Asheville, North Carolina; and Montgomery, Alabama.

Date of Construction / Alterations

The building was constructed in 1886. It survived the Baltimore Fire of 1904, but required some repairs to the building as a result. Throughout its 100-year history as a bank, first as the Mercantile Bank and later as a branch of PNC Bank, there have been restorations and renovations, information of which we only have anecdotal data. When the branch was sold to a night-club owner in 2000, a substantial renovation was conducted at that point, restoring many of the original and iconic features of the building, including uncovering the elaborate plaster ceiling. We renovated the interior of the building in 2013-2014, converting the building into a modern Globe theater for Baltimore and preserving many of the historic features of the space, including the still-standing bank vaults, beautiful ceiling, and support columns. Some exterior work was also completed as part of the renovation but did not alter the facade.

If the property is inventoried in the Maryland Inventory of Historic Properties (MIHP), please indicate its MIHP number.

B-40

Does MHT hold an easement on this property? No

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Project BudgetChesapeake Shakespeare Company - Updating the Old: a new HVAC for CSC's Historic Theater

Grantee's ContributionLine ItemNo. Work Item (Description) Grant Funds Cash Match In-Kind Match

Other ProjectCosts

Total ProjectCost Source of Funds

1 Permits $3,000.00 $3,000.00 State of Maryland 2019 bond bill2 Demolition $15,000.00 $15,000.00 State of Maryland 2019 bond bill3 Gas Piping $6,500.00 $6,500.00 State of Maryland 2019 bond bill4 Condensate Drain Piping $1,500.00 $1,500.00 State of Maryland 2019 bond bill; CSC's LOC5 Rooftop Units (Furnished & Installed) $50,000.00 $50,000.00 $49,750.00 $149,750.00 Middendorf Fdn; CSC's LOC6 Sheetmetal $35,000.00 $35,000.00 Baltimore City Bond7 Insulation $22,750.00 $22,750.00 Baltimore City Bond; CSC's LOC8 Crane/Rigging $32,500.00 $32,500.00 Baltimore City Bond; CSC's LOC9 ATC $5,000.00 $5,000.00 Denit/Abell; CSC's LOC10 Electrical $38,500.00 $38,500.00 Baltimore City Bond11 Air Balancing $6,000.00 $6,000.00 Denit/Abell; CSC's LOC12 Equipment Start-Up $3,000.00 $3,000.00 Denit/Abell; CSC's LOC13 First Year Warranty $6,500.00 $6,500.00 Denit/Abell; CSC's LOC14 CSC Staff Time - Project Mgr (80 hrs @ $29.00/hr) $2,320.00 $2,320.00 CSC's Operating Budget15 CSC Staff Time - Administrative (80 hrs @ $25.00/hr) $2,000.00 $2,000.00 CSC's Operating Budget16 $0.0017 $0.0018 $0.0019 $0.0020 $0.0021 $0.0022 $0.0023 $0.0024 $0.0025 $0.00

TOTALS $50,000.00 $50,000.00 $0.00 $229,320.00 $329,320.00

Total Match $50,000.00

· The maximum grant award is $100,000 for capital projects and management grants, and $50,000 for non-capitalgrants. The minimum amount is $5,000.

· See Grant Guidelines for complete information about eligible costs and matching funds.· All grant funds AND match funds must be spent on the scope of work you have defined in this budget.· Applicant match (cash and in-kind), may come from non-state sources such as corporate, institutional, andindividual donations or pledges to provide direct funding for the proposed project or to provide in-kind services. · Please note that other state funds, including state employee time, cannot be used as match for this grant.

· Funds already spent toward the project prior to a grant award cannot count as match, and cannot be paid fromgrant funds.

· Grant funds must be matched, dollar for dollar. A minimum of 75% of the required match must be cash match.No more than 25% of the required match can be in-kind match. In no case should a match in excess of a dollar-for-dollar match be proposed. For example, if the “project” you have defined will cost $250,000, you may request $100,000in grant funds, commit a $100,000 total match, and include $50,000 as “other project costs”.

· On the next tab is a sample for guidance in completing your budget. Your budget must be specific to yourproject. Do not simply duplicate the line items in the sample for your budget.

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25 LOVETON CIRCLE, SPARKS, MARYLAND 21152 PHONE: (410) 771-9400 ● (800) 787-6000

FAX: CONSTRUCTION: (410) 891-1542●HVAC SERVICE (410) 891-1555●TENANT IMPROVEMENT (410) 891-1548

January 6, 2020 Chesapeake Shakespeare Subject: HVAC Replacements 7 S Calvert St, Quotation: QTJB2020 Baltimore, MD 21202 Revision: Budget Proposal Attn: Dan O’Brien Dear Dan Fidelity Mechanical Services (A Fidelity Engineering Company) is pleased to propose the following services to provide upgrades to your existing HVAC mechanical systems. Provided is a turnkey equipment installation based on our walk down. We propose the following.

Scope of Work Upgrade Option General Information 1. Provide and install 115 tons of air conditioning. The equipment provided will be Johnson

Controls Package Roof Top Units. All Systems meet the minimum ASHRAE 90.1 Energy Code.

RTU 1 RTU 2 RTU 3 RTU 4 RTU 5 Total

25 Ton 10.5 EER

25 Ton 10.5 EER

25 Ton 10.5 EER

25 Ton 10.5 EER

15 Ton

115 Tons

2. Provide Engineering services to Provide drawings for Mechanical, and Gas permits. Our on

staff licensed in the state of Maryland Professional Engineers will stamp all drawings. Provide coordination and application for all permits required. Provide coordination for all inspections and approval process to final out the project. (Permit costs will be the owner’s responsibility once known) (A Crane street permit allowance of $3,000.00 is included actual cost will vary)

3. Provide the services of a licensed Electrician to accommodate all work required to complete the project.

4. All existing units will be reclaimed per EPA guidelines. The existing units and demolition

materials will be removed and properly disposed of. Capture of Scrap values have been considered in this quotation.

5. Provide dedicated project supervision, trade coordination, and project management services

for the entire project. Provide a detailed Project Schedule, and Progress meetings as required.

6. All equipment, labor, and materials will be warranted for one year from completion of the

project. 7. Provide an Additional Manufactures Warranty to extend coverage to 5 years on all

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Compressors only.

8. All BGE Rebates will benefit the owner after BGE approval, and completion of the Project. BGE rebates are subject to approval and are not guaranteed.

9. Provide all closeout documents in accordance with the performance specifications.

25- Ton RTU’S Typical of (4) o Provide and install (4) new 25- ton Package Unitary Gas / Electric units. The new

units will be of equal size and capacity. o Reconnect the existing Gas line to the new unit o Reconnect the existing Electrical. o Reconnect the ductwork to the existing. Replace any affected insulation with same.

15- Ton RTU Single Unit o Provide and install a new 15- ton Package Unitary Gas / Electric unit. The new unit

will be of equal size and capacity. o Connect the existing controls to the new unit. o Reconnect the existing Gas line to the new unit o Reconnect the existing Electrical. o Reconnect the ductwork to the existing. Replace any affected insulation with same.

Exclusions o Fire Protection for Smoke Detectors Connection to Panel o Permit costs for Building, Mechanical, Plumbing (Once Known) o Electrical drawings or permits are excluded. o Repairs and upgrades to existing untouched insulation if required. o Structural Steel Modifications. o Utility Upgrades to Main services if required (Gas & Power) o Painting of existing steel o Catwalks or other means of access, repairs to existing catwalks around the units. o Work not listed above.

The cost for the above scope of work shall be TWO HUNDRED SEVENTY-ONE THOUSAND DOLLARS. ($271,000.00)

The production and delivery time for the proposed Equipment is currently 8-12 weeks. This Budgetary price is good for 30 Days.

Thank you for the opportunity to submit our proposal for this scope of work. We look forward to a successful mutual relationship. If we can be of further assistance, or address any concerns, please feel free to contact me directly at 443-321-3943 or [email protected].

All the Best, FIDELITY ENGINEERING CORPORATION

Thomas Bond Business Development

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SUBMITTAL DATA

Order #: Date: 01/06/2020Project: Chesapeake ShakespeareProject #:

Submitter: Conor Collins BSNA - BALTIMORE, MD 60 Loveton Circle, Sparks, Maryland 21152 410-527-2757

Information is subject to change without notice. Check local codes. Printed 01/06/2020

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Date01/06/2020Project NameChesapeake ShakespeareProject NumberClient / Purchaser

Submittal Summary Page Qty Tag # Model # Description4 RTU-1,2,3,4 V2N314ABA1A3ABECC1 Johnson Controls Series 40, 25 Ton, Four Stage Cooling, Single

Package R-410A Air Conditioner, 10.5 EER, Natural Gas - 267 MBHInput - Aluminized Steel, 460-3-60• Major Components Have Hinged and Latched Access Doors• Constant Volume Flow• Economizer, Low Leak Seals with Single Enthalpy Sensor withEconomizer Fault Detection & Diagnostic (Meets ASHRAE 90.1-2013, IECC 2015, California Title 24, AMCA 511)• Factory Installed Modulating Power Exhaust with VariableFrequency Drive• 7.5 HP Hi-Efficiency Exhaust Motor• Forward Curve Blades - Class I Blower• Bottom Return, Bottom Supply Configuration• 7.5 HP High Efficiency Indoor Blower Motor (25 Ton Only)• 1" Deflection Springs Under Supply Air Blower & Motor• 2" Throwaway Filters (Standard)• Smart Equipment Controller including Discharge Air, Return Air,and Outdoor Air Temperature Sensors. BACNet MS/TP, Modbus andN2 Communication Card.• Factory Wired Non-Fused Disconnect Switch• Copper Tube/Aluminum Fin Condenser Coil• Copper Tube/Aluminum Fin Evaporator Coil• Stainless Steel Drain Pan• Hot Gas Bypass

4 RTU-1,2,3,4 2PM04700124 Phase Monitor Kit - Includes Control and associated wiring. Thisaccessory provides protection against phase reversal, loss orunbalance.

1 RTU-5 J15ZFN30B4A2BAD1A1 15 Ton, Two Stage Cooling, Johnson Controls Series 20 SinglePackaged R-410A Air Conditioner, 10.8 EER, 300 MBH InputAluminized Steel, Two Stage Gas Heat, 460-3-60, Single WallConstruction• Includes fresh air hood with baffle that can be set for 10, 15, or25% outside air.• 5 HP Standard Static Belt Drive Blower• 2" Throwaway Filters• Smart Equipment Controller including Discharge Air, Return Air,and Outdoor Air Temperature Sensors.• HACR Circuit Breaker/Disconnect• Phase Monitor• Standard Evaporator Coil• Standard Condenser Coil


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Qty Tag # Model # Description• Standard Access Doors• Hot Gas Bypass• Galvanized Steel Drain Pan

1 RTU-5 1FK0402 Side Duct Flange Kit

1 RTU-5 1WS0403 Wood Skid - Allows unit to be handled with 90 inch forks

Equipment start-up and commissioning by a factory trained technician is recommended.Contact your supplying distributor or sales representative for additional information & guidance.

WARNING: Cancer and Reproductive Harm - www.P65Warnings.ca.gov


263/9/2020

Application PDF

Cooling Performance

Total gross capacity 309.7 MBHSensible gross capacity 213.1 MBHTotal net capacity 292.6 MBHSensible net capacity 196.0 MBHEfficiency (at ARI) 10.50 EERIntegrated eff. (at ARI) 11.90 IEERAmbient DB temp. 95.0 °FEntering DB temp. 80.0 °FEntering WB temp. 67.0 °FLeaving DB temp. 60.3 °FLeaving WB temp. 57.2 °FPower input (w/o blower) 26.00 kWSound power 88 dB(A)

RefrigerantRefrigerant type R-410A Sys1 14 lbsSys2 12 lbs 8 ozSys3 12 lbs 8 ozSys4 12 lbs 8 oz

Gas Heating PerformanceEntering DB temp. 60 °FHeating output capacity (Max) 214 MBHSupply air 10000 CFMHeating input capacity (Max) 267 MBHLeaving DB temp. 79.8 °FAir temp. rise 19.8 °FSSE 80.0 %Stages 1

Supply Air Blower PerformanceSupply air 10000 CFMExt. static pressure 0.6 IWGAddl. Unit Losses (Options/Accessories) 0.46 IWGBlower speed 661 RPMMotor rating 7.50 HPActual required BHP 5.95 HPPower input 5.02 kWElevation 0 ft.Drive type BELT

Exhaust Air Blower PerformanceSupply Air 10000 CFMExt. static pressure 0.20 IWGBlower speed 967 RPMMotor rating 7.5 HPActual required BHP 8.02 HPPower input 6.76 kWDrive type BELT Unit static resistance .46 IWG

Electrical Data Power supply 460-3-60 Unit min circuit ampacity 76 AmpsUnit min over-current protection 80 AmpsUnit max over-current protection 80 Amps

Dimensions & Weight Hgt 64 in. Len 261 in. Wth 92 in.Weight with factory installed options 5340 lbs.

ClearancesRight 60 in. Front 60 in. Rear 60 in.Top 120 in. Bottom 0 in. Left 60 in.Note: Please refer to the tech guide for listed maximum static pressures

25 Ton• Introducing the Millennium 25 ton rooftop line - units designed to providepeak performance and value both today and for years to come. Millenniumunits are manufactured at an ISO 9001 registered facility and each rooftop iscompletely computer-run tested prior to shipment.

Unit Features• Four Stage Cooling• Natural Gas - 267 MBH Input - Aluminized Steel• Major components have hinged and latched access doors• Sloped unit roof with drip lip• Double Wall Cabinet Construction Provides Superior Cleanability andStructural Integrity

• Unit Cabinet Constructed of Powder Painted Steel, Certified at 750 HoursSalt Spray Test (ASTM B-117 Standards)

• Constant Volume Flow• Industrial Duty Scroll Compressors Each Has An Idependent RefrigerationCircuit

• Standard Mechanical Cooling from 40* F to 125* F• Economizer, Low Leak Seals with Single Enthalpy Sensor with EconomizerFault Detection & Diagnostic (Meets ASHRAE 90.1-2013, IECC 2015,California Title 24, AMCA 511)

• Factory Installed Modulating Power Exhaust with Variable Frequency Drive• 7.5 HP Hi-Efficiency Exhaust Motor• Bottom Return, Bottom Supply Configuration• Forward Curve Blades - Class I Blower• 7.5 HP High Efficiency Indoor Blower Motor• 1" Deflection Springs Under Supply Air Blower & Motor• 2" Throwaway Filters (Standard)• Replacement Filters: 4 - (16" x 25") AND 6 - (20" x 25")• Factory Wired Non-Fused Disconnect Switch• Short Circuit Current: 5kA RMS Symmetrical• Single Point Power Connection• Copper Tube/Aluminum Fin Condenser Coil• Angled Condenser Coils Protect from Hail, Shipping, and Handling Damage• Copper Tube/Aluminum Fin Evaporator Coil• Intertwined Evaporator Coils Provide Larger Heat Transfer at Part Load• Through-the-Curb and Through-The-Base Utility Connections• Sloped Stainless Steel Drain Pan• Hot Gas Bypass• High and Low Refrigerant Pressure ProtectionStandard Unit Controller: Smart Equipment Control Board• Smart Equipment Controller including Discharge Air, Return Air, and OutdoorAir Temperature Sensors. BACNet MS/TP, Modbus and N2 CommunicationCard.

Warranty• One (1) Year Limited Parts-Only Warranty on the Complete Units• One (1) Year Warranty on Compressors and Electric Heater Elements


Series 40 25-40 Ton PackageJohnson Controls Single Package R-410A Air

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Project Name: Chesapeake Shakespeare Unit Model #: V2N314ABA1A3ABECC1Quantity: 4 Tag #: RTU-1,2,3,4 System: V2N314ABA1A3ABECC1

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Application PDF

Factory Installed Options

V2N314ABA1A3ABECC1

Equipment Options Option(s) Selected|

Package: V Johnson Controls Series 40

Single Package R-410A Air Conditioner

Basic Unit: 2

25 Ton Four Stage Cooling 10.5 EER

Heat Type: N3 Natural Gas - 267 MBH Input - Aluminized Steel Air Volume: 1 Constant Volume Flow Voltage: 4 460-3-60 Configuration: A Bottom Return, Bottom Supply Configuration

Cabinet: B Major Components Have Hinged and Latched AccessDoors Stainless Steel Drain Pan

ID Blower: A

Forward Curve Blades - Class I Blower 1" Deflection Springs Under Supply Air Blower & Motor

ID Motor: 1 7.5 HP High Efficiency Indoor Blower Motor (25 Ton

Only)

Coils: A Copper Tube/Aluminum Fin Condenser Coil

Copper Tube/Aluminum Fin Evaporator Coil

Refrigeration: 3 Hot Gas Bypass Filters: A 2" Throwaway Filters (Standard)

Economizer Options: B Economizer, Low Leak Seals with Single EnthalpySensor with Economizer Fault Detection & Diagnostic(Meets ASHRAE 90.1-2013, IECC 2015, California Title24, AMCA 511)

Exhaust: E Factory Installed Modulating Power Exhaust with

Variable Frequency Drive

Exhaust Motor: C 7.5 HP Hi-Efficiency Exhaust Motor

Controls: C Smart Equipment Controller including Discharge Air,Return Air, and Outdoor Air Temperature Sensors.BACNet MS/TP, Modbus and N2 Communication Card. Factory Wired Non-Fused Disconnect Switch

Product Generation: 1 Field Installed Accessories



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Application PDF

1BD0407 - Burglar Bars Kit -Includes supply and return airopening anti-intrusion screens. ForBottom Supply/Bottom Return ductopening configurations only. (84.0lbs)

1HA0421 - High Altitude Kit forNatural Gas - Contains orificesrequired for applications between2,000 and 6,000 ft. (1.5 lbs)

1NP0438 - Natural Gas ToPropane Conversion Kit

1RC0455P - Roof Curb - 14" High,Flat, Uninsulated, PartialPerimeter (Shipped KnockedDown)- Condenser SectionSupported by a Separate Channel(included) (385.0 lbs)

2AQ04700324B - Space CO2Sensor (To maintain CO2 levels ina conditioned space.) (2.0 lbs)

2EC0401 - Kit, Single EnthalpyField Installed (1.0 lbs)

2EC0402 - Kit, Dual EnthalpyField Installed (Includes twohumidity sensors) (1.0 lbs)

2ET077001124 - HoneywellT7350, 2 Heat / 4 Cool, Auto/ManChangeover, Electronic 7 DayProgrammable (2.0 lbs)

2PM04700124 - Phase Monitor Kit- Includes Control and associatedwiring. This accessory providesprotection against phase reversal,loss or unbalance. (13.0 lbs)

S1-03102529000 - Non-Networking Wall Sensor – Allowsremote sensing and control fromsingle or multiple zones. (0.2 lbs)

S1-03102529004 - Non-Networking Wall Sensor withOver-ride button – Allows remotesensing and control from single ormultiple zones. Override allowssetpoint to be overridden for 2hour time period. (0.2 lbs)

S1-03102529006 - Non-Networking Wall Sensor withSetpoint Adjustment and Over-rideButton – Allows remote sensingand control from single or multiplezones. Allows setpoint to beadjusted ± 5º F. Override allowssetpoint to be overridden for 2hour time period. (0.2 lbs)

S1-03103519000 - CO2 sensor,120mm x 80mm, no display, screwterminals or modular jack, no logo(0.2 lbs)

S1-MP-PRTKIT-0P - MAP(Multiple Access Portal) GatewayKit- Replacement MAP gatewayprotective case, lanyard andcommunication cable. Use only toreplace worn or damagedcomponents. (0.3 lbs)

S1-NSB8BHN041-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, NoDisplay, WHITE, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BHN043-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, NoDisplay, BLACK, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BHN141-0 - WallTemperature and 3% RelativeHumidity Combined Sensor,Warmer/Cooler Display, WHITE,NO JCI LOGO, NS8000 Series(0.4 lbs)

S1-NSB8BHN143-0 - WallTemperature and 3% RelativeHumidity Combined Sensor,Warmer/Cooler Display, BLACK,NO JCI LOGO, NS8000 Series(0.4 lbs)

S1-NSB8BHN240-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, FullDisplay, WHITE, JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BHN241-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, FullDisplay, WHITE, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BHN243-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, FullDisplay, BLACK, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BPN240-0 - WallTemperature and 2% RelativeHumidity Combined Sensor, FullDisplay, WHITE, JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BPN241-0 - WallTemperature and 2% RelativeHumidity Combined Sensor, FullDisplay, WHITE, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BPN243-0 - WallTemperature and 2% RelativeHumidity Combined Sensor, FullDisplay, BLACK, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BTN041-0 - WallTemperature Sensor, No Display,WHITE, NO JCI LOGO, NS8000Series (0.4 lbs)

S1-NSB8BTN043-0 - WallTemperature Sensor, No Display,BLACK, NO JCI LOGO, NS8000Series (0.4 lbs)

S1-NSB8BTN141-0 - WallTemperature Sensor,Warmer/Cooler Display, WHITE,NO JCI LOGO, NS8000 Series(0.4 lbs)

S1-NSB8BTN143-0 - WallTemperature Sensor,Warmer/Cooler Display, BLACK,NO JCI LOGO, NS8000 Series(0.4 lbs)

S1-NSB8BTN240-0 - WallTemperature Sensor, Full Display,WHITE, JCI LOGO, NS8000Series (0.4 lbs)

S1-NSB8BTN241-0 - WallTemperature Sensor, Full Display,WHITE, NO JCI LOGO, NS8000Series (0.4 lbs)

S1-NSB8BTN243-0 - WallTemperature Sensor, Full Display,BLACK, NO JCI LOGO, NS8000Series (0.4 lbs)

S1-SE-COM1001-0 - FieldInstalled Communication Card forSimplicity SE control. Can be fieldconfigurable for BACnet, N2 orModBUS MSTP (0.0 lbs)

S1-TEC3012-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, DEHUMID, FULLCOLOR, WHITE, JCI LOGO (0.8lbs)

S1-TEC3012-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, DEHUMID, FULLCOLOR, WHITE, NO LOGO (0.8lbs)



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S1-TEC3013-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, OCC & DEHUMID,FULL COLOR, WHITE, JCI LOGO(0.8 lbs)

S1-TEC3013-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, OCC & DEHUMID,FULL COLOR, WHITE, NO LOGO(0.8 lbs)

S1-TEC3022-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, 0-10VDC PROP,DEHUMID, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3022-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, 0-10VDC PROP,DEHUMID, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3023-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, 0-10VDC PROP, OCC& DEHUMID, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3023-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, 0-10VDC PROP, OCC& DEHUMID, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3030-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,RTU/HEAT PUMP WITHECON,FULL COLOR, WHITE, JCILOGO (0.8 lbs)

S1-TEC3030-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,RTU/HEAT PUMP WITH ECON,AND FULL COLOR, WHITE, NOLOGO (0.8 lbs)

S1-TEC3031-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,RTU/HEAT PUMP WITH ECON,OCC SENSOR, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3031-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,RTU/HEAT PUMP WITH ECON,OCC SENSOR, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3612-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, DEHUMID, FULLCOLOR, WHITE, JCI LOGO (0.8lbs)

S1-TEC3612-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, DEHUMID, FULLCOLOR, WHITE, NO LOGO (1.0lbs)

S1-TEC3613-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, OCC & DEHUMID,FULL COLOR, WHITE, JCI LOGO(0.8 lbs)

S1-TEC3613-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, OCC & DEHUMID,FULL COLOR, WHITE, NO LOGO(0.8 lbs)

S1-TEC3622-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, 0-10VDC PROP,DEHUMID, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3622-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, 0-10VDC PROP,DEHUMID, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3623-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, 0-10VDC PROP, OCC& DEHUMID, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3623-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, 0-10VDC PROP, OCC& DEHUMID, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3630-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,RTU/HEAT PUMP WITHECON,FULL COLOR, WHITE, JCILOGO (0.8 lbs)

S1-TEC3630-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,RTU/HEAT PUMP WITHECON,FULL COLOR, WHITE, NOLOGO (0.8 lbs)

S1-TEC3631-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,RTU/HEAT PUMP WITH ECON,OCC SENSOR, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3631-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,RTU/HEAT PUMP WITH ECON,OCC SENSOR, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-YK-MAP1810-0P - MAP(Multiple Access Portal) Gateway-For use with SimplicitySE Control.(0.2 lbs)



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Application PDF

S1-YK-MAP1810-0S - StationaryMAP Gateway (Includes MAPGateway, Field Bus Adapter,Mounting Bracket and 100 to 240VAC Power Supply). US-compatible counties. (1.9 lbs)



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Application PDF

25 ton Millennium Unit Drawing



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Project Name: ChesapeakeShakespeare

Unit Model #: V2N314ABA1A3ABECC1

Quantity: 4 Tag #: RTU-1,2,3,4 System: V2N314ABA1A3ABECC1

323/9/2020

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Component Locations



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Component Locations



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Construction Features and Center of Gravity



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Dimensions & Clearances



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Dimensions & Clearances



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Fan Curve



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Cooling Performance

Total gross capacity 177.1 MBHSensible gross capacity 133.4 MBHTotal net capacity 166.5 MBHSensible net capacity 122.8 MBHEfficiency (at ARI) 10.80 EERIntegrated eff. (at ARI) 12.20 IEERAmbient DB temp. 95.0 °FEntering DB temp. 80.0 °FEntering WB temp. 67.0 °FLeaving DB temp. 59.4 °FLeaving WB temp. 57.8 °FPower input (w/o blower) 13.50 kWSound power 92 dB(A)

RefrigerantRefrigerant type R-410A Sys1 20 lbsSys2 20 lbs

Gas Heating PerformanceEntering DB temp. 60 °FHeating output capacity (Max) 240 MBHSupply air 6000 CFMHeating input capacity (Max) 300 MBHLeaving DB temp. 97.0 °FAir temp. rise 37.0 °FSSE 80.0 %Stages 2

Supply Air Blower PerformanceSupply air 6000 CFMExt. static pressure 0.4 IWGBlower speed 885 RPMMax BHP of Motor (including service factor) 5.75 HPDuct location Side Motor rating 5.00 HPActual required BHP 3.47 HPPower input 3.12 kWElevation 0 ft.Drive type BELT

Electrical Data Power supply 460-3-60 Unit min circuit ampacity 39.6 AmpsUnit max over-current protection 50 Amps

Dimensions & Weight Hgt 49 in. Len 126 in. Wth 92 in.Weight with factory installed options 2075 lbs.

ClearancesRight 36 in. Front 36 in. Rear 24 in.Top 72 in. Bottom 0 in. Left 24 in.Note: Please refer to the tech guide for listed maximum static pressures

15 Ton• Johnson Controls Series 20 Units are Manufactured at an ISO 9001Registered Facility and each Rooftop is Completely Computer-Run TestedPrior to Shipment.

Unit Features• Two Stage Cooling• 300 MBH Input Aluminized Steel, Two Stage Gas Heat• Unit Cabinet Constructed of Powder Painted Steel, Certified At 750 HoursSalt Spray Test (ASTM B-117 Standards).

• Either Supply and/or Return can be Field Converted from Vertical toHorizontal Configuration without Cutting Panels

• Full Perimeter Base Rails with Built in Rigging Capabilities• Dual Refrigerant Circuits for Efficient Part Load Operation with ScrollCompressors

• 5 HP Standard Static Belt Drive Blower• Solid Core Liquid Line Filter Driers• Unit Ships with 2" Throwaway Filters• Replacement Filters: For 2" filters 12 - (12" x 24" x 2") OR For 4" filters 2 -(20" X 24" x 4") AND 4 - (24" X 24" x 4")

• HACR Circuit Breaker/Disconnect• Single Point Power Connection• Through-the-Curb and Through-The-Base Utility Connections• Short Circuit Current: 5kA RMS Symmetrical• Phase Monitor• Standard Condenser Coil• Standard Evaporator Coil• Crane Required to Unload Unit• Galvanized Steel Drain Pan• Standard Access Doors• Hot Gas BypassStandard Unit Controller: Smart Equipment Control Board• An Integrated Low-Ambient Control, Anti-Short Cycle Protection, Lead-Lag,Fan On and Fan off Delays, Low Voltage Protection, On-Board Diagnosticand Fault Code Display. Allows all units to operate in the cooling mode downto 0 °F outdoor ambient without additional components or intervention.

• Safety Monitoring - Monitors the High and Low-Pressure Switches, theFreezestats, the Gas Valve, if Applicable, and the Temperature Limit Switchon Gas and Electric Heat Units. The Unit Control Board will Alarm on IgnitionFailures, Safety Lockouts and Repeated Limit Switch Trips.

BAS Controller• Smart Equipment Controller including Discharge Air, Return Air, and OutdoorAir Temperature Sensors.

Warranty• One (1) Year Limited Warranty on the Complete Unit• Five (5) Year Warranty - Compressors and Electric Heater Elements• Ten (10) Year Warranty - Aluminized Steel Tubular Heat Exchangers



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Project Name: Chesapeake Shakespeare Unit Model #: J15ZFN30B4A2BAD1A1Quantity: 1 Tag #: RTU-5 System: J15ZFN30B4A2BAD1A1

393/9/2020

Application PDF

Factory Installed Options

J15ZFN30B4A2BAD1A1

Equipment Options Option(s) Selected|

Nominal Cooling Capacity: J15 15 Ton

Two Stage Cooling

Product Category: ZF

Johnson Controls Series 20 Single Packaged R-410A AirConditioner 10.8 EER

Heat Type and Nominal Heat Capacity: N30 300 MBH Input Aluminized Steel, Two Stage Gas Heat Blower Option: B 5 HP Standard Static Belt Drive Blower Voltage: 4 460-3-60

Outside Air Option: A Includes fresh air hood with baffle that can be set for 10,15, or 25% outside air.

Service Options: 2 HACR Circuit Breaker/Disconnect Sensor Options: B Phase Monitor

Controls: A Smart Equipment Controller including Discharge Air,Return Air, and Outdoor Air Temperature Sensors.

Refrigeration: D

Standard Condenser Coil Standard Evaporator Coil Hot Gas Bypass

Additional Options: 1 2" Throwaway Filters

Cabinet Options: A Single Wall Construction Standard Access Doors Galvanized Steel Drain Pan

Product Generation: 1 Field Installed Accessories

1BD0403 - Burglar Bars (40.0 lbs) 1CG0414 - Coil Guard (19.0 lbs) 1ES0402 - Equipment Support 48”Long x 8” Tall (30.0 lbs)

1FK0402 - Side Duct Flange Kit(21.0 lbs)

1GP0403 - Gas Piping Kit (11.0lbs)

1HG0406 - Hail Guard Kit (57.0lbs)

1LD0416 - High Speed Drive Kit(5.0 lbs)

1NP0418 - Natural Gas toPropane Conversion Kit (2-Stage)(1.0 lbs)

1RC0436 - Roof Curb - 14" High,Flat, Uninsulated, Full Perimeter(Shipped Knocked Down) (175.0lbs)

1RC0497 - Roof Curb 14” HighFull Perimeter Transition Curb withwood nailer. Allow replacement ofZF180 / J15ZF / ZS-15 / ZST15with other Large Sunline product.(135.0 lbs)

1RD0412 - Barometric ReliefDamper with Hood Kit (DownflowUnit or Duct Mounted) (47.0 lbs)

1WS0403 - Wood Skid - Allowsunit to be handled with 90 inchforks (200.0 lbs)

2AP0402 - Air Proving Switch (1.0lbs)

2DF0403 - Dirty Filter Switch (1.0lbs)

2EE04707924 - Dry BulbEconomizer (Hood Kit included forfield assembly and installation)(245.0 lbs)

2MD04705024 - MotorizedDamper (Hood Kit included forfield assembly and installation)(225.0 lbs)

2SD04700724 - Smoke DetectorKit w/ Mounting Hardware forSupply or Return Air(Horizontal/Downflow) (17.0 lbs)



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S1-03102529100 - Non-Networking Wall Sensor – Allowsremote sensing and control fromsingle or multiple zones. (0.0 lbs)

S1-03102529104 - Non-Networking Wall Sensor withOver-ride button – Allows remotesensing and control from single ormultiple zones. Override allowssetpoint to be overridden for 2hour time period. (0.2 lbs)

S1-03102529106 - Non-Networking Wall Sensor withSetpoint Adjustment and Over-rideButton – Allows remote sensingand control from single or multiplezones. Allows setpoint to beadjusted ± 5º F. Override allowssetpoint to be overridden for 2hour time period. (0.2 lbs)

S1-03103519000 - CO2 sensor,120mm x 80mm, no display, screwterminals or modular jack, no logo(0.2 lbs)

S1-MP-PRTKIT-0P - MAP(Multiple Access Portal) GatewayKit- Replacement MAP gatewayprotective case, lanyard andcommunication cable. Use only toreplace worn or damagedcomponents. (0.3 lbs)

S1-NSB8BHN041-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, NoDisplay, WHITE, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BHN043-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, NoDisplay, BLACK, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BHN141-0 - WallTemperature and 3% RelativeHumidity Combined Sensor,Warmer/Cooler Display, WHITE,NO JCI LOGO, NS8000 Series(0.4 lbs)

S1-NSB8BHN143-0 - WallTemperature and 3% RelativeHumidity Combined Sensor,Warmer/Cooler Display, BLACK,NO JCI LOGO, NS8000 Series(0.4 lbs)

S1-NSB8BHN240-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, FullDisplay, WHITE, JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BHN241-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, FullDisplay, WHITE, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BHN243-0 - WallTemperature and 3% RelativeHumidity Combined Sensor, FullDisplay, BLACK, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BPN240-0 - WallTemperature and 2% RelativeHumidity Combined Sensor, FullDisplay, WHITE, JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BPN241-0 - WallTemperature and 2% RelativeHumidity Combined Sensor, FullDisplay, WHITE, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BPN243-0 - WallTemperature and 2% RelativeHumidity Combined Sensor, FullDisplay, BLACK, NO JCI LOGO,NS8000 Series (0.4 lbs)

S1-NSB8BTN041-0 - WallTemperature Sensor, No Display,WHITE, NO JCI LOGO, NS8000Series (0.4 lbs)

S1-NSB8BTN043-0 - WallTemperature Sensor, No Display,BLACK, NO JCI LOGO, NS8000Series (0.4 lbs)

S1-NSB8BTN141-0 - WallTemperature Sensor,Warmer/Cooler Display, WHITE,NO JCI LOGO, NS8000 Series(0.4 lbs)

S1-NSB8BTN143-0 - WallTemperature Sensor,Warmer/Cooler Display, BLACK,NO JCI LOGO, NS8000 Series(0.4 lbs)

S1-NSB8BTN240-0 - WallTemperature Sensor, Full Display,WHITE, JCI LOGO, NS8000Series (0.4 lbs)

S1-NSB8BTN241-0 - WallTemperature Sensor, Full Display,WHITE, NO JCI LOGO, NS8000Series (0.4 lbs)

S1-NSB8BTN243-0 - WallTemperature Sensor, Full Display,BLACK, NO JCI LOGO, NS8000Series (0.4 lbs)

S1-SE-COM1001-0 - FieldInstalled Communication Card forSimplicity SE control. Can be fieldconfigurable for BACnet, N2 orModBUS MSTP (0.0 lbs)

S1-TEC3012-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, DEHUMID, FULLCOLOR, WHITE, JCI LOGO (0.8lbs)

S1-TEC3012-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, DEHUMID, FULLCOLOR, WHITE, NO LOGO (0.8lbs)

S1-TEC3013-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, OCC & DEHUMID,FULL COLOR, WHITE, JCI LOGO(0.8 lbs)

S1-TEC3013-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, OCC & DEHUMID,FULL COLOR, WHITE, NO LOGO(0.8 lbs)

S1-TEC3022-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, 0-10VDC PROP,DEHUMID, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3022-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, 0-10VDC PROP,DEHUMID, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3023-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, 0-10VDC PROP, OCC& DEHUMID, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)



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S1-TEC3023-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,FCU/VAV, 0-10VDC PROP, OCC& DEHUMID, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3030-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,RTU/HEAT PUMP WITHECON,FULL COLOR, WHITE, JCILOGO (0.8 lbs)

S1-TEC3030-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,RTU/HEAT PUMP WITH ECON,AND FULL COLOR, WHITE, NOLOGO (0.8 lbs)

S1-TEC3031-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,RTU/HEAT PUMP WITH ECON,OCC SENSOR, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3031-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, ZIGBEE PROWIRELESS COMMUNICATION,RTU/HEAT PUMP WITH ECON,OCC SENSOR, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3612-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, DEHUMID, FULLCOLOR, WHITE, JCI LOGO (0.8lbs)

S1-TEC3612-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, DEHUMID, FULLCOLOR, WHITE, NO LOGO (1.0lbs)

S1-TEC3613-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, OCC & DEHUMID,FULL COLOR, WHITE, JCI LOGO(0.8 lbs)

S1-TEC3613-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, ON/OFF ORFLOATING, OCC & DEHUMID,FULL COLOR, WHITE, NO LOGO(0.8 lbs)

S1-TEC3622-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, 0-10VDC PROP,DEHUMID, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3622-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, 0-10VDC PROP,DEHUMID, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3623-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, 0-10VDC PROP, OCC& DEHUMID, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3623-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,FCU/VAV, 0-10VDC PROP, OCC& DEHUMID, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-TEC3630-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,RTU/HEAT PUMP WITHECON,FULL COLOR, WHITE, JCILOGO (0.8 lbs)

S1-TEC3630-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,RTU/HEAT PUMP WITHECON,FULL COLOR, WHITE, NOLOGO (0.8 lbs)

S1-TEC3631-14-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,RTU/HEAT PUMP WITH ECON,OCC SENSOR, FULL COLOR,WHITE, JCI LOGO (0.8 lbs)

S1-TEC3631-16-000 - 7 DAYPROGRAMMABLETHERMOSTAT, OPTIONAL MSTPOR N2 COMMUNICATION,RTU/HEAT PUMP WITH ECON,OCC SENSOR, FULL COLOR,WHITE, NO LOGO (0.8 lbs)

S1-YK-MAP1810-0P - MAP(Multiple Access Portal) Gateway-For use with SimplicitySE Control.(0.2 lbs)

S1-YK-MAP1810-0S - StationaryMAP Gateway (Includes MAPGateway, Field Bus Adapter,Mounting Bracket and 100 to 240VAC Power Supply). US-compatible counties. (1.9 lbs)



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Consolidated Drawing


Series 20 15-25 Ton PackageJohnson Controls Single Package R-410A Air Conditioner

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Component Locations



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Unit Model #: J15ZFN30B4A2BAD1A1

Quantity: 1 Tag #: RTU-5 System: J15ZFN30B4A2BAD1A1

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Typical Application



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Typical Control Diagram



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Seismic Certification

835356-UAD-A-0112

Johnson Controls Unitary Products 1

Dynamic�Certification�Laboratories� 1315�Greg�Street,�Suite�109,�Sparks,�NV�89431��ph:�775Ͳ358Ͳ5085� www.shaketest.com�

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Dynamic�Certification�Laboratories�has�qualified�the�listed�packaged�rooftop�units�as�CERTIFIED�for�seismic�applications�in�accordance�with�the�following�codes�and�standards:�

CBC�2010,�IBC�2009,�ICCͲES�ACͲ156�2010,�ASCE�7Ͳ05��The�following�model�designations�are�included�in�this�certification.��A�complete�list�of�certified�models,�options,�and�installation�methods�are�detailed�in�report�number�90300Ͳ1108b�by�Dynamic�Certification�Laboratories,�provided�by�the�equipment�manufacturer�upon�request.�

Unitary�Product�Group�Packaged�Rooftop�Units�(UPG)�Seismic�Qualification�Testing�was�conducted�in�accordance�with�and�in�strict�adherence�to�the�standards�set�forth�within�the�American�Society�of�Civil�Engineers�(ASCE�7)�by�the�independent�approval�agency,�Dynamic�Certification�Laboratories.��The�above�referenced�equipment�is�APPROVED�for�seismic�applications�when�properly�installed�and�used�as�intended.�

The�basis�of�this�certification�is�through�testing�of�the�active�and�energized�components�per�AC156.��This�certification�covers�multiple�UPG�brands,�including�York,�Johnson�Controls,�Coleman,�Luxaire,�Evcon�and�FraserͲJohnston.�

The�seismic�values�are�obtained�from�the�Maximum�Considered�Earthquake�Short�Period�Spectral�Response�Acceleration,�Sds,�as�determined�by�the�ASCE�7�seismic�maps.��Various�installation�locations/isolation�configurations�are�covered�under�this�certification,�limited�by�the�Sds�value�stated�in�the�following�table.��A�seismic�importance�factor,�Ip,�of�1.5�applies�to�this�certification�to�include�essential�facility�requirements�and�life�safety�applications�for�post�event�functionality.��The�units�are�approved�for�both�a�rigid�and�flexible�mount�configuration.�

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Maximum�Design�Sds�Values�of�UPG�Packaged�Rooftop�Units�Series� Size� Tons� Sds�(g)� Fp/Wp�

ZF/ZS�180/J**ZF/T*� 180�(48�)� 15� 2.0� 1.5�ZF/ZS/J**ZF/T*� 210,�240,�300�(53�)� 17.5,�20,�25� 2.0� 1.5�

XP/XA/J**XP/T*180� 180�(53�)� 15� 2.0� 1.5�XP/XA/J**XP/T*240� 240�(53�)� 20� 2.0� 1.5�ZJ/ZW/J**ZJ/T*� 180,�210,�240,�300�(53�)� 15,�17.5,�20,�25� 2.0� 1.5�

ZR/ZK�180/J**ZR/T*� 240,�300�(53�)� 15,�20,�25� 2.0� 1.5�

SPECIAL�SEISMIC�CERTIFICATION�OF�NONͲSTRUCTURAL�

COMPONENTS�AND�SYSTEMS�

CERTIFICATE�OF�COMPLIANCE

Page�1�of�2



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Seismic Certification

Dynamic Certification Laboratories 1315 Greg Street, Suite 109, Sparks, NV 89431 � ph: 775 358 5085 www.shaketest.com

Site and Project Requirements

It is the responsibility of the Design Professional of Record to:

Provide engineering for the anchorage and restraint of the unitValidate Certification Design Parameters with actual site conditionsProvide engineering of all equipment support structuresConfirm component configuration

Certification Issued by: Dynamic Certification LaboratoriesDocument Control Number: 90300 1108b 1Issue Date: 12/19/11

Table of Seismic Design ParametersSite Class Fa Ip ap Rp z/h

D 1.0 1.5 2.5 6.0 1.0

SPECIAL SEISMIC CERTIFICATIONOF NON STRUCTURAL

COMPONENTS AND SYSTEMS

CERTIFICATE OF COMPLIANCE

Dr. Ahmad Itani, SEDynamic Certification Laboratories

Randy ForristallYORK Unitary Engineering

Johnson Controls, Incorporated

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Guide Specification Summary Page

Product Series Models and Unit TagsSeries 40 25-40 Ton Package V2N314ABA1A3ABECC1 RTU-1,2,3,4Series 20 15-25 Ton Package J15ZFN30B4A2BAD1A1 RTU-5


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GENERAL

Introducing the Johnson Controls 25, 30, and 40 tonSeries 40 rooftop line - units designed to provide peakperformance and value both today and for years tocome. Each rooftop unit is completely computer-runtested prior to shipment. The unit is designed to beflexible enough to meet your needs today and in thefuture. The true value of this unit is that it can bedesigned to fit any need, from cooling only, constantvolume applications to variable air volume systems withvariable frequency drive.

DESCRIPTION

Supply Johnson Controls Series 40 packaged rooftopsystem in accordance with the capacities in the plans.Units shall be rated by the manufacturer at a minimum10.5 EER according to AHRI 360. Units shall be shippedin a single package, fully charged with R-410Arefrigerant. The manufacturing facility shall be registeredunder ISO 9001 Quality Standards for Manufacturing.Units shall carry both ETL and CGA safety approvalratings. Tags and decals to aid in the service or indicatecaution areas shall be provided. Installation andmaintenance manuals shall be supplied with each unit.Units shall be capable of providing mechanical coolingdown to 40°F (0°F with low ambient kit). Unit shall becapable of starting and running at 125°F. Unit electricand gas connections shall be either through the curb orthe side of the unit.

CONSTRUCTIONBase

The base rail shall be constructed of 12 gauge galvanizedsteel, extending the full perimeter of the unit. Allcomponents shall be supported from the base, and thebase shall include integral lifting lugs. The unit base railshall overhang the roof curb for water runoff and shallhave a fabricated recess with a continuous flat surface toseat on the roof curb gasket, providing a positive, weathertight seal between the unit and the curb.

Casing

The unit cabinet shall be double wall construction toprovide both maximum resistance to bacterial growth inthe air stream and superior structural integrity. All sheetmetal shall be G90 mill galvanized sheet metal, formedand reinforced to provide a rigid assembly. Sheet metalshall be cleaned in an alkaline and zinc phosphate bath,and the exterior surfaces shall be coated with a 1.5 milpowder paint, capable of withstanding 750 salt sprayhours in accordance with ASTM B-117. The unit shall beinsulated with 1-1/2," 1 pound fiberglass insulationbetween the two sheet metal skins. Insulation shall meetNFPA-90A regulations for smoke and flame spreadratings. The cabinet corner post and the intermediate sidesupports shall be 16 gauge steel. All access doors shall be

18 gauge on the exterior surfaces, and 20 gauge on theinterior. Floor shall be 18 gauge, and 24 gauge. Allserviceable sections shall have hinged access doors withlatches on both sides of the unit. All access doors shall beconstructed of 20 gauge steel on the outside, with 24gauge on the inside. Each door shall seal against a rubbergasket to prevent air and water leakage. The roof shall bedouble wall, with 18 gauge on the external surface and 24gauge on the interior. The roof shall be formed with a 45degree drip lip overhanging the sidewalls to preventprecipitation drainage from streaming down the side of theunit. Roof sections shall be connected together via integralchannels fastened with screws and sealed with rubbergasketing. Each fastened seam shall be further protectedby a sheet metal channel covering the full length of thegasket surface, making a completely water tight seal.

SUPPLY AIR SYSTEM

SUPPLY AIR FAN

Fans shall be centrifugal type - Class I or Class II orbackward inclined airfoil type statically and dynamicallybalanced in the factory. Fan wheels shall be designed forcontinuous operation at the maximum rate of fan speedand motor HP. The fan and motor assembly shall bemounted on a common base to allow consistent belttension with no relative motion between the fan and motorshafts. The entire assembly shall be isolated from the unitbase with (optional 1”, 2" deflection springs or rubberisolators). The fan discharge shall be connected to thecabinet through a reinforced neoprene flexible connectionto eliminate vibration transmission from the fan to the unitcasing. Fans shall be double-width, double-inlet withforward curved blades.

OPTIONAL

Units equipped with variable frequency drive on supply fanmust be controlled by a duct static transducer providing a2- 10 VDC signal to the drive. Supply fan variablefrequency drives shall have factory option of beingequipped with a manual drive bypass.

BEARINGS AND DRIVES

Bearings shall be self-aligning pillow-block regreasableball bearings with an average life expectancy of 200,000hours. Grease fittings shall be accessible through accessdoors. Fan motors shall be NEMA designed, Standardefficiency (option, Hi-efficiency) ball bearing type withelectrical characteristics and horsepower as specified.Motors shall be 1750 RPM, open drip proof type. Themotor shall be located within the unit on an adjustable,heavy steel base. All fan motor drives shall be selected fora minimum service factor of 1.2 and have fixed pitchedsheaves.

AIR FILTERING SYSTEM

All filter holding frames shall be of heavy duty constructiondesigned for industrial applications. All filters shall be


Guide Specification forJohnson Controls Series 40

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either side accessible or front loading with access doorsprovided on both sides of the filter section. All filter mediashall be Class II listed under UL Standard 900. Filterefficiencies shall be rated in accordance with ASHRAEStandard 52-76 2" Throwaway Filters with fiberglassmedia multiple shall be standard.

OPTIONAL

Two inch pleated, throwaway filters with 30% efficiency.Rigid filters shall be high performance, expanded area,disposable type filters. Rigid filter sections shall bepreceded by a 2 throwaway prefilter assembly. Filterefficiency shall be 95% MERV 14 or optional 65% (MERV8) based on ASHRAE Standard 52-76.

AIR INLET SYSTEMGeneral

Outside Air inlet openings shall be covered by a factoryinstalled rain hood permanently attached to the cabinet toprevent windblown precipitation from entering the unit. Therain hoods on the front and back of the unit shall berotated into the cabinet and secured for shipment so thatupon installation they need only be rotated upwards andscrewed into place. The outside air hood shall contain aremovable and cleanable filter with an efficiency rating of50% based on ASHRAE 52- 76. All damper assembliesshall be of low leak design. Damper blades shall befabricated from a minimum of 16 gauge galvanized steel.Blade ends and edges shall be covered with vinyl seals.Damper shafts shall be fabricated from solid steel andmounted in the frame with bronze bearings.

Economizer (Optional)

An economizer shall have outdoor air and return airdampers that are interlocked and positioned by fullymodulating, solid state damper actuators. The actuatorsshall be spring loaded so that the outside air damper willclose when power to the unit is interrupted. Theoperation of the economizer shall be fully integrated intothe cooling control system. The economizer shall beavailable for control via a dry bulb sensor (Optional:single or dual enthalpy sensors).

Relief System (Optional)

All units with relief must have an economizer. On all unitsnot equipped with an economizer, an option shall beavailable for a manually adjustable outside air damperthat shall be capable of admitting 0-25% outside air.

Exhaust Air Fans (Optional)

General - forward curved centrifugal fan(s) shall beinstalled in the return air plenum for positive powerexhaust. Fans shall be on a common shaft, driven by asingle motor. The fans, motors and drives shall be of thesame quality and design as specified for the Supply AirFan, except the fans shall be Class I. Fans shall be

capable of exhausting up to 100% of the nominal CFM ofthe unit. Non-modulating Exhaust - Units with non-modulating power exhaust shall have a barometric reliefdamper to prevent outside air from entering in the offcycle. The fans shall cycle on and off with buildingpressure. Modulating Operation - The fans shall becapable of modulating the amount of air from 0% to100% of nominal CFM. Modulation shall be throughdischarge dampers or variable frequency motor speedmodulation. Dampers or VFD shall be controlled by staticpressure in the conditioned space or return air duct.

HEATING SYSTEM

Gas-fired Heating Section

One or more gas-fired heating modules shall be installedto provide the heating requirements per the scheduleshown on the plans. The heat exchanger shall be oftubular design. Tubes shall be 2-1/4” OD andconstructed of minimum 20 gauge, G160 aluminizedsteel (1.6 mil aluminum silicone alloy) for corrosionresistance (Optional: 409 Stainless Steel). Flue bafflesshall be made of 430 stainless steel. Each gas fired heatmodule shall have an induced draft combustion fan withenergy efficient intermittent pilot spark ignition andredundant main gas valves with pressure regulator. Unitswith standing pilot ignition shall not be acceptable. Aninduced draft fan shall be provided to maintain a positiveflow of air through each tube, to expel the flue gas and tomaintain a negative pressure within the heat exchangerrelative to the conditioned space. Induced draft fans shallbe direct-drive. One (1) high limit controller per heatingmodule, with automatic reset to prevent the heatexchanger from operating at an excessive temperaturewill be installed. A pressure switch on the combustionsection must be provided to prevent ignition untilsufficient air flow is established through the heatexchanger. Secondary airflow safety shall be provided byroll- out switch protection. The rollout switch shalldiscontinue furnace operation if the flue becomesrestricted. Units shall ship with an external flue to beshipped in the unit and mounted on the job site. The flueshall discharge products of combustion above the unit,preventing recycling of corrosive combustion gases backthrough the heat exchanger. Gas heating sections shallbe both ETL and CGA approved to both US andCanadian safety standards.

Optional Modulating Furnace control or Single Stagecontrol available.

REFRIGERATION SYSTEM

Units shall have four independent refrigerant circuits formaximum load-matching capability. Each refrigerantcircuit shall be controlled with a balance-port thermalexpansion valve for maximum control at low loadconditions.

Evaporator CoilsInformation is subject to change without notice. Check local codes. Printed 01/06/2020


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Evaporator coils shall be direct expansion type withintertwined circuiting to assure complete coil face activityduring part load operation. Coil fins shall be enhancedaluminum type. Coil types shall be 3/8” OD copper,internally enhanced and mechanically expanded to bondwith the fins. Coil casing shall be fabricated from heavygauge galvanized steel. All coils shall be pressure testedat a minimum of 450 PSIG. A galvanized powder paintedsteel drain pan shall be provided under the entire lengthand width of the evaporator coil, including all returnbends. The main drain pan shall be sloped a total of 1/4”per foot towards the drainage point. Main drain pan shallbe easily cleanable in the field. The condensate drainopening shall be flush with the bottom of the drain pan toallow complete drainage. Coils in excess of 48 incheshigh shall have an intermediate drain pan, alsofabricated of galvanized powder painted steel extendingthe entire finned length of the coil to provide better waterdrainage. Drainage from the intermediate drain pan shallbe to the primary drain pan. OPTIONAL: Drain pansshall be constructed of stainless steel.

Compressors

Units shall have four industrial duty hermetic scrollcompressors, independently piped and charged.Compressors shall have an enlarged liquid carryingcapacity to withstand rugged operating conditions.Compressor frame shall be cast iron, with cast iron fixedand orbiting scrolls. Each compressor shall feature asolid state protection module, designed to protect thecompressor from over temperature and overcurrentconditions. Each compressor shall include the followingsafety and convenience devices: replaceable suctionscreen, discharge line check valve, and oil sight glass.Compressors shall be vibration isolated from the unit,and installed in an easily accessible area of the unit.

Condenser Coils

Condenser coils shall have 3/8” seamless copper tubes,arranged in staggered rows, mechanically expanded intoaluminum fins. Coils shall be protected from hail damagewith a V configuration, with individual flat coils rotated 30from the vertical plane for each condensing circuit.Condensing coils shall have an integral subcooler formore efficient, stable operation.

Condenser Fans and Motors

Condenser fans shall be direct drive, propeller type,discharging vertically. Condenser fan motors shall be 3phase, totally enclosed air over (TEAO) type, with built inthermal overload protection.

Refrigerant Piping

All interconnecting piping between refrigerationcomponents shall be copper tubing with brazed joints.Each refrigerant circuit shall be equipped with liquid linefilter drier, and moisture indicating sight glass. Each

circuit shall also have both high and low pressureswitches installed on either side of the compressor andinclude shrader depressors for replacement of thepressure switches without removing charge. All smalldiameter distributor tubing to the evaporator coil shall beprotected by polyurethane sleeves over the length of thetubing to prevent the tubes from copper-to-coppercontact during shipment or operation.

CONTROLSGENERAL DESCRIPTION

Equipment with Smart Equipment® as standard shall befactory run-tested through the control, after the test iscomplete; there will be no wires to re-connect. All controlwiring points shall be tested and verified throughcommunication.

The control shall be UL or CSA recognized. The controlshall be manufactured in a manufacturing facility that iscertified to ISO 9001.

COMPRESSOR CONTROL

The control shall have a five-minute Anti-Short CycleDelay to prevent excessive compressor cycling. Thecontrol shall have a three-minute minimum run time toinsure that oil gets returned to the compressor each timeit starts. The minimum runtime shall be programmableup to 10 minutes.

The control shall monitor the High Pressure switch, theLow Pressure switch, and the Compressor Overloadsseparately for each refrigeration circuit. The control shallhave a 30 second Low Pressure Switch bypass when itstarts any compressor.

A hard compressor lockout shall occur if the controldetects the same switch trip three times in a two-hourwindow, which starts when the first trip occurs. On thefirst and second trips, the control will turn thecompressor off and wait five-minutes after the switch re-closes, before restarting the compressor.

The control shall be capable of operating bothcompressors and the economizer when there is a call forboth stages of cooling.

The control shall have a means of locking outmechanical compression below a programmable lowambient trip point. This must be done without addingextra components to the unit.

The control shall have a means of locking out themechanical compression when the economizer isoperating in free cooling mode without additionalcomponents.



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The control shall have a means of starting thecompressor before the indoor Fan comes on whenoperating with a Thermostat in the AUTO FAN mode.

FAN CONTROL

The control shall have fully adjustable Fan ON and FanOFF delays for both Heating and Cooling settable at thecontrol or via communication.

The control's default Fan OFF delay for Cooling shall be30 seconds to take advantage of the remaining capacityin the coil after the compressor has been turned off.

The control shall lock on the Fan if the high temperaturelimit trips three times in one hour of operation.

The control will have a software programmable FanMode Switch for Auto operation or Continuous operation.

When the Fan is in the Continuous mode, it will runcontinuously during the occupied schedule and in theAuto mode when in an unoccupied schedule.

The control shall be capable of operating the fan withouta G or fan signal from the thermostat.

AVAILABLE ACCESSORIES



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GENERAL

Johnson Controls Series 20 units are convertible singlepackage units. ZR/ZF models have dual independentrefrigerant circuits for efficient part load operation andmaximum comfort control. Although the units areprimarily designed for curb mounting on a roof, they canalso be slab-mounted at ground level or set on steelbeams above a finished roof. Cooling only, cooling withgas heat and cooling with electric heat models areavailable with a wide variety of factory-mounted optionsand field-installed accessories to make them suitable foralmost every application. All units are self-contained andassembled on full perimeter base rails with holes in thefour corners for overhead rigging. Every unit iscompletely piped, wired, charged and tested at thefactory to simplify the field installation and to provideyears of dependable operation. All models (includingthose with an economizer) are suitable for either bottomor horizontal duct connections. Models with powerexhaust are suitable for bottom duct connections only.For bottom duct, remove the sheet metal panels from thesupply and return air openings through the base of theunit. or horizontal duct, replace the supply and return airpanels on the rear of the unit with a side duct flangeaccessory. All supply air blowers are equipped with abelt drive that can be adjusted to meet exactrequirements of the job. A high static drive option isavailable for applications with a higher CFM and/or staticpressure requirement.

ZF/XP180 models have 2 condenser fan motors. Allcompressors include crankcase heat and internalpressure relief. Every refrigerant circuit includes anexpansion valve, a liquid line filter-drier, a discharge linehigh pressure switch and a suction line with a freezestatand low pressure/loss of charge switch. The unit controlcircuit includes a 75 VA transformer, a 24-volt circuitbreaker and a relay board with two compressor lockoutcircuits, a terminal strip for thermostat wiring, plus anadditional set of pin connectors to simplify the interfaceof additional field controls. All units have long lastingpowder paint cabinets with 750 hour salt spray testapproval under ASTM-B117 procedures. All models areCSA approved. All models include a 1-year limitedwarranty on the complete unit. Compressors and electricheater elements carry an additional 4-year warranty.Alunimized steel tubular heat exchangers carry anadditional 9-year warranty.

DESCRIPTION

ZF units shall be factory-assembled, single packaged,ZF***N Electric Cooling/Gas Heat, ZF***C/E ElectricCooling/Optional Electric Heat, designed for outdoormounted installation. The 15 and 17.5 ton units shall havea minimum EER rating of 11.0.

They shall have built-in field convertible duct connectionsfor down discharge supply/return or horizontal discharge

supply/ return, and be available with factory installedoptions or field installed accessories. The units shall befactory wired, piped, charged with R-410A refrigerant andfactory tested prior to shipment. All unit wiring shall beboth numbered and color coded. All units shall bemanufactured in a facility certified to ISO 9001 standardsand the cooling performance shall be rated in accordancewith DOE and AHRI test procedures. Units shall be CSAlisted, classified to ANSIZ21.47 standards, UL 1995/CAN/CSA No. 236-M90 conditions.

UNIT CABINET

Unit cabinet shall be constructed of galvanized steel, withexterior surfaces coated with a non-chalking, powderedpaint finish, certified at 750 hours salt spray test perASTM-B117 standards. Indoor blower section shall beinsulated with a minimum 1/2" thick insulation, coated onthe airside. Aluminum foil faced insulation shall be used inthe furnace compartment and be fastened with ridgedfasteners to prevent insulation from entering the airstream. Cabinet panels shall be "large" size, easilyremovable for servicing and maintenance. Full perimeterbase rails shall be provided to assure reliable transit ofequipment, overhead rigging and proper sealing on roofcurb applications. Disposable 2" filters shall be furnishedand be accessible through a removable access door,sealed airtight. Units filter track shall be designed toaccommodate either 2" or 4" filters. Fan performancemeasuring ports shall be provided on the outside of thecabinet to allow accurate air measurements of evaporatorfan performance without removing panels or creating airby-pass of the coils. Condensate pan shall be internallysloped and conform to ASHRAE 62-89 selfdrainingstandards. Condensate connection shall be a minimum of1" I.D. female and be a ridged mount connection. Unitshall incorporate a fixed outdoor air damper with anoutdoor air intake opening covered with a bird screen anda rain hood painted to match the exterior of the unit.

INDOOR (EVAPORATOR) FAN ASSEMBLY

Fan shall be a belt drive assembly and include anadjustable- pitch motor pulley. Job site selected (B.H.P.)brake horsepower shall not exceed the motors nameplatehorsepower rating, plus the service factor. Units shall bedesigned not to operate above service factor. Fan wheelshall be double-inlet type with forward-curved blades,dynamically balanced to operate smoothly throughout theentire range of operation. Airflow design shall be constantair volume.

OUTDOOR (CONDENSER) FAN ASSEMBLY

The outdoor fans shall be of the direct-driven propellertype, discharge air vertically, have aluminum bladesriveted to corrosion resistant steel spider brackets andshall be dynamically balanced for smooth operation. The 4outdoor fan motors shall be totally enclosed withpermanently lubricated bearings, internally protectedagainst overload conditions and staged independently.



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REFRIGERANT COMPONENTS

Compressors:

a. Shall be Scroll compressors internally protected withinternal high-pressure relief and over temperatureprotection.

b. Shall have internal spring isolation and soundmuffling to minimize vibration and noise, and beexternally isolated on a dedicated, independentmounting.

Coils:

a. Evaporator and condenser coils shall have aluminumplate fins mechanically bonded to seamless internallyenhanced copper tubes with all joints brazed. SpecialPhenolic coating shall be available as a factoryoption

b. Evaporator and Condenser coils shall be of the directexpansion, draw-thru, design

Refrigerant Circuit and Refrigerant Safety Componentsshall include:

• Balance-port thermostatic expansion valve withindependent circuit feed system.

• Filter drier/strainer to eliminate any moisture orforeign matter.

• Accessible service gage connections on both suctionand discharge lines to charge, evacuate, andmeasure refrigerant pressure during any necessaryservicing or troubleshooting, without losing charge.

• The refrigeration system shall provide at least 15° Fof sub-cooling at design conditions.

• Hot gas bypass option shall be factory-installed on

compressor #1 discharge line to provide cooling in low-load applications. HGBP shall be a standard feature onVAV models and an optional feature on CV models.

Unit Controls:

a. Unit shall be complete with self-contained low-voltage control circuit protected by a resettable circuitbreaker on the 24-volt transformer side

b. Unit shall incorporate a lockout circuit which providesreset capability at the space thermostat or base unit,should any of the following standard safety devicestrip and shut off compressor

c. Loss-of-charge/Low-pressure switch. (1) High-pressure switch, (2) Freeze-protection thermostat,evaporator coil. If any of the above safety devicestrip, a LED (light-emitting diode) indicator shall flasha diagnostic code that indicates which safety switchhas tripped

d. Unit shall incorporate "AUTO RESET" compressorover temperature, over current protection

e. Unit shall operate with conventional thermostatdesigns and have a low voltage terminal strip foreasy hook-up

f. Unit control board shall have on-board diagnosticsand fault code display

g. Standard controls shall include anti-short cycle andlow voltage protection, and permit cooling operationdown to 0 °F

h. Control board shall monitor each refrigerant safetyswitch independently

i. Control board shall retain last 5 fault codes in nonvolatile memory, which will not be lost in the event ofa power loss

GAS HEATING SECTION

Shall be designed with induced draft combustion with postpurge logic and energy saving direct spark ignition,redundant main gas valve. Ventor wheel shall beconstructed of stainless steel for corrosion resistance. Theheat exchanger shall be of the tubular type, constructed ofT1-40 aluminized steel for corrosion resistance andallowing minimum mixed air entering temperature of 25 °F.Burners shall be of the in-shot type, constructed ofaluminum coated steel and contain air mixtureadjustments. All gas piping shall enter the unit cabinet at asingle location through either the side or curb, without anyfield modifications. An integrated control board shallprovide timed control of evaporator fan functioning andburner ignition. Heating section shall be provided with thefollowing minimum protection:

a. Primary and auxiliary high-temperature limitswitches.

b. Induced draft motor speed sensor. c. Flame roll out switch (automatic reset). d. Flame proving controls. Unit shall have two

independent stages of capacity. UNIT OPERATING CHARACTERISTICS

Unit shall be capable of starting and running at 125° Foutdoor temperature, exceeding maximum load criteria ofAHRI Standard 340/360. The compressor, with standardcontrols, shall be capable of operation down to 25° Foutdoor temperature. Accessory low ambient kit shall beavailable for operation to 0° F.Unit shall be provided withfan time delay to prevent cold air delivery befofre heatexchanger warms up.

ELECTRICAL REQUIREMENTS

All unit power wiring shall enter unit cabinet at a singlefactory provided location and be capable of side or bottomentry, to minimize roof penetrations and avoid unit field



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modifications. Separate side and bottom openings shall beprovided for the control wiring.

STANDARD LIMITED WARRANTIES

• Compressor 5 Years• Heat Exchanger 10 Years• Other Parts 1 Year OPTIONAL OUTDOOR AIR

Shall be made available by either/or:

OTHER FACTORY INSTALLED OPTIONS

• Phase Monitor - Designed to prevent unit damage.The phase monitor will shut the unit down in an out-ofphase condition.

• BAS Controls - Smart Equipment with BAScommunication (BACnet MS/TP, Modbus, andJohnson Controls N2) Option, CPC, HONEYWELL,NOVAR, VERASYS, FDD

• Disconnect Switch - For gas heat units and coolingunits with electric heat, a HACR breaker sized to theunit is provided.

FIELD INSTALLED OPTIONS

• Side Duct Flanges – One-inch flanges replace thesupply and return air panels on the rear of the unit toaccommodate horizontal duct connections. Theseflanges can also be used individually for bottom supply/ horizontal return or horizontal supply/bottom return.They cannot be used on units with power exhaust.

• Wood Skid – Allows unit to be handled with 90" forks.



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Control Summary Page

Control Models and Unit TagsBACnet MSTP,Mdbs,N2 COM Card V2N314ABA1A3ABECC1 RTU-1,2,3,4Standard Simplicity Control J15ZFN30B4A2BAD1A1 RTU-5


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23 09 23 Direct- digital Control system for HVAC23 09 23. 13 Decentralized, Rooftop Units:

23 09 23. 13.A. Unit Control Board 1. ASHRAE 62- 2001compliant. BTL certified. 2. Shall accept 20-30 VAC input power, 50/60Hz. 24 VAC nominal. 3. Operating temperature range from -40F to 158F; 10-90% RH (non-condensing UI), and -4F to 158F; 10-90% Rh (non-

condensing), with a storage temperature range from -40F to 194F; 5-95% RH (non-condensing). 4. Shall include an option of and Economizer microprocessor controller which communicates directly with the Unit Control Board

and has 8 Analog outputs, 2 Analog inputs, 2 Binary outputs, 3 Binary outputs. 5. Controller shall accept the followinginputs: space temperature, return air temperature sensor, setpointadjustment, outdoor air

temperature, indoor air quality, outdoor air quality, indoor relative humidity, compressor lockout, fire/smoke shutdown, singleand dual enthalpy,fan status, remote time clock, SA Bus communicated temperature/humidity/CO2 values from Network sensors,FC Bus Network Overrides for space temperature, outdoor air temperature, space humidity, outdoor air quality, Indoor air quality,System purge.

6. Shall accept a single CO2 sensor or multiple CO2 sensors networked together via communication bus in the conditioned space, andbe Demand Control Ventilation (DCV) ready.

7. Shall provide the following outputs: economizer, fan, cooling stage 1, cooling stage 2, heat stage 1, heat stage 2, heat stage 3/exhaust/ reversing valve/ dehumidify/occupied.

8. Unit shall provide surge protection for the controller through a circuit breaker. 9. Shall be Internet capable, and communicate at a Baud rate of 38.4K or faster. 10. Shall have an LED display independently showingthe status of activity on the communication bus, and processor operation. 11. Unit shall incorporate a lockout circuit which provides reset capability at the space thermostat or base unit should any of the

following standard safety devices trip and shut off compressor. If any of these safety devices trip, the LCD screen will displayalarm message indicating the specific safety device that caused the lockout.

a. Loss of charge/Low-pressure switch. b. High-pressure switch. c. Freeze condition sensor on evaporator coil. 12. Unit control board must support each usage case: a. Conventional thermostat with low voltage input terminals for easy installation b. Communicating network sensors in the occupied space to provide feedback on space conditions for unit control

board to compare with associated setpoints c. Communication via BACnet MS/TP, Modbus RTU, N2 protocols for integration into a building

automation/management system 13. Anti-short cycle and low voltage protection features included. 14. Internal occupied/unoccupied scheduling 15. Unit control board shall permit cooling operation down to a selectable value as low as 0 degrees F. 16. Shall allow for start-up, commissioning, troubleshooting, parameter adjustment, setpoint adjustment via onboard

display and navigable menu with no additional interface tool or controls technician required. 17. The unit control board shall run a self-test diagnostics algorithm at startup that operated the cooling cycle, heating

cycle, fan operation. A status report shall be provided upon completion of the diagnostic self-test. 18. Utilize any wi-fi enabled smart device to access the HVAC or multiple HVAC units if communication wiring between

them is present (FC Bus or SA Bus). Remote access shall allow complete ability to perform start-up, commissioning,troubleshooting, parameter adjustment, setpoint adjustment.

19. Local embedded trending and scheduling. Trending data and occupancy scheduling predefined from the factory.Occupancy schedule to be modified via control board joystick menu navigation and remotely using a smart device(cellular phone, laptop, tablet)

20. A menu on the onboard screen shall display the unit status and allow changing parameters where applicable. Theseinclude but are not limited to:

a. Demand Ventilation Mode – enable or disable b. Operational Setpoint – display current value c. Supply Air Temperature (SAT) – display current value d. Return Air Temperature (RAT) – display current value


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e. Operational Supply Humidity (OprSH) – display current value as provided by a 0-10VDS input, SA Bus NetworkSensor, or FC Bus communicated value

f. Return Air Humidity (RAH) – display current value g. Operational outdoor Air Temperature (OprOAT) – enthalpy calculated from OAH 0-10VDC input to Economizer

board and OprOAT only if economizer is present h. Operational Outdoor Air Humidity (OprOAH) – the buffered outdoor air humidity. May be from economizer boards

OAH 0-10VDC input or FC Bus communicated value i. Operational outdoor Air Quality (OprOAQ) – the buffered outdoor air quality in use. May be from economizer

boards OAQ 0-10VDC input or FC Bus communicated value j Operational Indoor Air Quality (OprIAQ) – the buffered indoor air quality in use. May be from economizer board

IAQ 0-10VDC input, SA Bus Network Sensor, or FC Bus communicated value 21. A menu shall display and allow modification to the following operations and settings: a. HVAC Zone Fan b. Cooling c. Heating d. Economizer e. Demand Ventilation f. Power Exhaust g. Sensors h. Network 22. A menu shall display and allow modification to the following operations and settings: a. HVAC Zone – Occupied status b. Indoor Fan status c. Cooling status d. Heating status e. Economizer indication whether free-cooling is available or not f. Enabling or disabling of Demand Ventilation g. Power Exhaust 1) Enable/disable hot-gas reheat if available 2) Warmup/Cooldown 3) Title 24 Load Shed 4) Defrost 23. A menu shall display and allow modification to the following operations and settings: a. Firmware version (of UCB, Economizer, other peripheral boards) b. Setting time zone c. Network information 1) Device name that will appear on the FC Bus 2) Selection of communication protocol 3) Operational Baud Rate 4) Device ID 24. A menu shall display and allow modification to the following operations and settings: a. Version of firmware b. Ability to Load new firmware c. Create a backup file of the firmware and parameter setting via USB port d. Restore factory default parameter values and setup e. Full and Partial Cloning of parameter setpoints from or to other units f. Data trend exporting 25. A menu shall display and allow modification to the following operations and settings:



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a. Unit serial number, model number and name b. Ability to reset Lockouts c. Controller name d. Displays the current values of all setpoints in use e. Displays all current values for the indoor and outdoor zones f. Displays current values related to: 1) Indoor Fan 2) Cooling 3) Heating 4) Heat Pump operation 5) Economizer operation 6) Power Exhaust 7) Demand Ventilation 8) Air monitoring station 9) Hot Gas Reheat 10) Smoke Control g. Current information for inputs; including 1) Sensors 2) Coil Sensors 3) Thermostat 4) Binary Inputs 5) Unit Protection 6) Network Inputs 7) All outputs (relay and binary) h. Self-Test 1) A patented self-test system that runs through a series of algorithms to provide a report of all functioning

characteristics of the system at time of startup and commissioning. 23 09 23. 13.B. Auxiliary Control Boards 1. ASHRAE 62- 2001 compliant. BTL certified. 2. Economizer controller CEC Title 24 Compliant a. Display alarms if the following occur 1) Economizer is economizing when conditions do not support 2) Economizer is not economizing when conditions do support 3) Damper Stuck 4) Excess Outdoor Air 5) Failed Sensor 3. Refrigeration Fault Detection & Diagnostics a. There is insufficient refrigerant in any circuit b. There is excessive refrigerant in any circuit c. There is excessive refrigerant flow d. There is insufficient refrigerant flow (restriction) e. Inefficient compressor f. Insufficient High-side heat transfer g. Excessive High-side heat transfer (low ambient control problem, low ΔP) h. Insufficient Low-side heat transfer i. Excessive Low-side heat transfer



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j. Sensor fault- The liquid temperature is greater than the condenser temperature (Could also be triggered ifrefrigerant level is very low in the system)

k. Sensor fault- Sensor data is not available l. The unit is off m. The ambient temperature is too low n. The ambient temperature is too high o. The return air wet-bulb temperature is too low p. The return air wet-bulb temperature is too high q. Sensor fault- The condensing temperature is lower than the ambient temperature (Could also be triggered when

the condenser is wet) r. The suction line temperature is less than the evaporator temperature s. The evaporator temperature is greater than the ambient temperature t. The liquid temperature is lower than the ambient temperature u. Sensor fault- Suction temperature or ambient temperature is invalid v. Sensor fault- The return air dry-bulb or wet-bulb temperature is invalid w. Sensor fault- The liquid pressure or suction pressure is invalid x. Sensor fault- The suction line temperature is invalid y. The return air dry-bulb temperature is too low z. The return air dry-bulb temperature is too high aa. The Efficiency Index is below 75% of ideal bb. The Capacity Index is below 75% of ideal 23 09 23. 13.C Remote Accessibility: 1. ASHRAE 62- 2001 compliant. BTL certified. 2. Provide the ability to adjust parameter values, setpoints, limits remotely 3. Connectivity to an Ethernet network via static IP address or Dynamic Name Server (DNS) 4. Allow a maximum of 100 devices on the same FC bus trunk and accessed by one remote device



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1

Elizabeth Berman

From: Robert Kantz <[email protected]>Sent: Friday, February 28, 2020 2:42 PMTo: Elizabeth BermanSubject: RE: CSC Proposal Breakdown

See Below:

Description Amount 1. Permits $ 3,000.00 2. Demolition $ 15,000.00 3. Gas Piping $ 6,500.00 4. Condensate Drain Piping $ 1,500.00 5. Rooftop Units ( Furnished & Installed) $ 149,750.00 6. Sheetmetal $ 35,000.00 7. Insulation $ 22,750.00 8. Crane/Rigging $ 32,500.00 9. ATC $ 5,000.00 10. Electrical $ 38,500.00 11. Air Balancing $ 6,000.00 12. Equipment Start-Up $ 3,000.00 13. 1st Year Warranty $ 6,500.00

$ 325,000.00 Hopefully this will help. Call me if you have any questions or need additional information.

From: Elizabeth Berman <[email protected]> Sent: Wednesday, February 26, 2020 4:14 PM To: Robert Kantz <[email protected]> Subject: CSC Proposal Breakdown Hi Mr. Kantz, I got your contact information from my colleague Dan O’Brien. He requested a proposal for an HVAC replacement project on our historic building at 7 S. Calvert Street in Baltimore, MD. We are applying for funding to support this project and I need a more broken down version of the budget. (I can’t just submit a lump-sum contract amount.) Is there any way you can help me get that information? If so, I would like the information by Monday, March 2. I appreciate your time and effort. Thanks, Elizabeth Elizabeth L.K. Berman (she/her/hers) Finance & Development Manager Chesapeake Shakespeare Company (410) 244-8571 x105

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2

[email protected] 7 South Calvert Street Baltimore, MD 21202 www.ChesapeakeShakespeare.com Our 2019-2020 Season Dracula | A Christmas Carol | Measure for Measure The Complete Work of William Shakespeare, Abridged Hamlet, downtown in Baltimore, MD Much Ado About Nothing outdoors at the PFI Park in Ellicott City, MD

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Chesapeake Shakespeare Company

Application to the MHAA Program Grant – Capital

Photograph Descriptions

Taken by Facilities Manager Dan O’Brien, March 3, 2020

Theater Building:

CSCT-001.jpg – Calvert Street facade

CSCT-002.jpg – Redwood Street façade

Proposed Project Site:

CSCT-003.jpg – Roofscape, looking East toward South Street

CSCT-004.jpg – Roofscape, looking North from SW corner of roof

CSCT-005.jpg – Roofscape, looking West toward Calvert Street

CSCT-006.jpg – Rooftop Unit 1





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Jane F. Coffey, Director of Development Jane Coffey served on CSC’s board from 2006-2015, including three years as board chair. She is an Information Technology, Business Development, and Sales professional who has worked in the Banking, Staffing, IT, and Renewable Energy industries. Her most recent positions were at Microsoft (10 Years) and CleanChoice Energy. Jane is an ardent arts supporter in Baltimore. She is the wife of professional musician and song writer (Arty Hill) and the mother of an animation artist-in-training (her daughter is a freshman at the Columbus College of Art and Design). She has served on the Board of Trustees for AEMS (Arts Education in Maryland Schools) Alliance since 2017. Jane believes in CSC and its mission, and she is a tremendous advocate.

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Daniel P. O’Brien

3500 Gibbons Avenue

Baltimore, MD 21214

410-967-2820

[email protected]

EMPLOYMENT HISTORY

Technical Director and Facilities Manager: Chesapeake Shakespeare Company 2013-Present

Manages the maintenance and operation of the Chesapeake Shakespeare Company Theater and

functioned as the Owner’s Representative during its renovation. Oversees set construction and

setup of lighting and sound equipment for productions. In addition, performs scenic and lighting

design for several productions a year.

Manager: Barnes and Noble 2002-2013

Full time manager of the Music Department of Barnes and Noble in Towson, MD. Oversaw the day-

to-day operation of the department, hiring, scheduling, purchasing, and inventory control.

Plant Relief Worker: Meramec Power Plant 2000-2002

Full-time employee of Ameren UE power company, member of the International Union of Operating

Engineers’ Local 148. Trained as a laborer, fork lift driver, deck hand, heavy equipment operator,

and Plant Operating Engineer.

Manager, Technical Director: Baldwin Auditorium 1999-2000

Full-time Technical Director and manager of a 1,400 seat auditorium on the campus of Truman

State University. Duties included equipment purchasing and maintenance, lighting and sound

design, scheduling, rigging, supervision of student workers, and preparation of the auditorium for

touring companies.

Paid Internship: Truman State University Theatre Department 1997-1999

Instructed student workers in the use of power tools, set construction, shop management and

safety, painting techniques, lighting and sound design

Scenic Carpenter: Stages St. Louis 1999, 2000

Scenic Carpenter duties during construction and load-in, deck crew and repair duties during the

run of the 1999 season. Also assisted with rigging duties for a portion of the 2000 season

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16 Stenersen Lane Suite 3A Hunt Valley Maryland 21030 Tel. 410.628.4215 Fax410.628.4219 www.ariosaco.net

Mechanical Contractors • Commercial HVAC Services

Date: 12/30/2019 Chesapeake Shakespeare Company Attn: Dan O’Brien Subject: Chesapeake Shakespeare RTU Replacement Ariosa Mechanical Proposal (ACO #20011) We propose to furnish and install complete Plumbing and HVAC Systems in accordance with the following scope of work.

SCOPE OF WORK: CRITERIA:

1. Miscellaneous: Site Visit

INCLUSIONS:

GENERAL: 1. Street Permits Where Applicable 2. IOM Manuals 3. Submittals 4. Owners Instructions 5. Pipe / Equipment Identification 6. Sales Tax 7. (1) Year Warranty 8. Daily Clean-up/Removal of Debris Created by Ariosa & Company ONLY and

Hauled to Dumpster Provided by Others 9. Clean Set of Filters at Job Completion

DEMOLITION:

10. Cut, Cap and Make Safe All Existing Piping, Ductwork, Equipment, Etc. for Removal From The Project By ACO

HVAC: 11. Gas Piping, AG, Sch. 40 Black Steel 12. Condensate Drain Piping 13. Hangers/Supports 14. Piping Specialties 15. (5) Packaged Roof Top Units (RTU) – York/Johnson 16. Sheet Metal 17. Automatic Temperature Controls – Reconnect Existing Thermostat Wiring 18. Air Balancing:

- Measure Total Air at (5) Existing RTU’s - Re-Measure Total Air After Replacement of Existing

19. Mechanical Insulation 20. Start-up 21. Crane /Rigging 22. Electrical

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http://www.ariosaco.net/

16 Stenersen Lane Suite 3A Hunt Valley Maryland 21030 Tel. 410.628.4215 Fax410.628.4219 www.ariosaco.net

Mechanical Contractors • Commercial HVAC Services

EXCLUSIONS: 1. This Bid is Based on Contract Documents Similar to Consensus DOCS 750 or AIA

A-401 of Other Contract Forms Acceptable to Ariosa & Company 2. Painting or Finishes 3. Cleaning of the Existing Duct to Remain 4. Structural / Miscellaneous Steel Rework at Rooftop Equipment Locations 5. Utility Connection Fees 6. Payment and Performance Bonds 7. Wage Scale 8. Temporary Heat, Facilities and Ventilation During Construction 9. First Year Maintenance During Guarantee Period

PRICING:

Total Base Bid: $ 325,000.00

Thank you for the opportunity to quote you on this project and if you have any questions, please do not hesitate to call us. Please note that this proposal is valid for Thirty (30) days only. Very Truly Yours, Ariosa & Company, LLC.

Robert G. Kantz Robert G. Kantz Director of Sales & Estimating

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http://www.ariosaco.net/

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Lesley Malin is a founder of Chesapeake Shakespeare Company and has served as its Managing Director since 2003. She oversees day-to-day management of the company as well as working closely with the artistic director on the artistic vision of the company. She was one of the key drivers of the renovation of the award-winning Chesapeake Shakespeare Company Theater, a six-million-dollar project that opened in 2014, working closely with the architects, builders and helping to raise the necessary capital. In 2014, she was named one of 14 People to Watch in 2014 by the Baltimore Business Journal. She served in various capacities on the Executive Committee of the international Shakespeare Theatre Association from 2008 to 2016 and helped create its current strategic plan. She is also a member of the 2009 class of Leadership Howard County and a 2018 graduate of the Baltimore LEADERship program. In New York, she served as managing director for the award-winning Lark Play Development Center and co-produced the off-Broadway hit, Pera Palas. She is presently Vice President of the board of the Lark and served as its recent Capital Campaign chair. She holds a certificate in Arts Management from New York University and a degree in theatre from Washington University in St. Louis. Prior to her work in theatre, Ms. Malin worked as an editor for Ballantine Books. After moving to Baltimore, she worked as Associate Director for the Baltimore Shakespeare Festival and subsequently served on the Executive Committee of its Board of Directors for two years before joining CSC. Lesley is also an actress, having performed in numerous small theatres in New York City as well as multiple productions at the Chesapeake Shakespeare Company.

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March 3, 2020

Jennifer Ruffner, Administrator

Maryland Heritage Areas Program

Maryland Historical Trust

100 Community Place, 3rd Floor

Crownsville MD 21032

Dear Ms. Ruffner,

We are eager to show our support for the tremendous work of the Chesapeake Shakespeare Company.

As the legislative team for District 46, we have seen first-hand the kind of impact an arts organization can

have on a single neighborhood, on an entire city, and even on our great state.

Chesapeake Shakespeare Company has served 154,885 individuals since opening its doors in September

2014. Of that number, 58,920 have been schoolchildren, receiving direct engagement with both teachers

and artists. The company’s matinee program provides a crucial educational experience to more than 13,000

schoolchildren each year.

We were pleased at Chesapeake Shakespeare Company’s decision to move into the city in 2014 by

renovating an historic building into the jewel-box theater that it is today. Our district sees the impact of this

company through increased revenue for the hospitality and tourism industries, as well as serving as a beacon

for night-time activity in the downtown Financial district. CSC is also seen as a catalyst and anchor for the

Calvert Street Renaissance and 100% occupancy for the first time in decades of the three-block stretch of

Redwood Street where the company’s administrative offices are.

We know that replacing an HVAC system is not always the most enticing project for which nonprofits, in

particular, seek financial support. But these building systems are crucial to the continued success of the

organization in need. We believe Chesapeake Shakespeare Company deserves another 25 years of

operations – we hope you’ll strongly consider supplying funding to support this urgent operational need.

Sincerely,

Bill Ferguson Brooke Lierman Robbyn Lewis Luke Clippinger

Senate President Delegate, District 46 Delegate, District 46 Delegate, District 46

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J’aime Elskoe-Drayton Director of Government and Community Affairs Visit Baltimore 400 East Pratt Street, 10th Floor Baltimore, MD 21202 March 1, 2020 Jennifer Ruffner, Administrator Maryland Heritage Areas Program Maryland Historical Trust 100 Community Place, 3rd Floor Crownsville MD 21032 Dear Ms. Ruffner, We are writing to demonstrate the impact the Chesapeake Shakespeare Company has in attracting tourism to downtown Baltimore, and in driving economic development for the city. Since opening its doors in 2014, the theater has served 154,885 individual patrons, many of whom

use the occasion to visit nearby restaurants and retail businesses. This activity is a catalyst for

nightlife in the downtown financial district, and an anchor for the Calvert Street Renaissance.

Thanks, in part, to the theater’s presence, the three-block commercial stretch of Redwood Street

now has 100% occupancy.

Importantly, the theater is also a vital contributor to community life. Each year, it welcomes 15,000

schoolchildren, who directly benefit through direct engagement with both teachers and artists.

Maintaining a safe, comfortable, and appealing venue for the company is vital to its continued well-

being as a tourism destination. We believe Chesapeake Shakespeare Company deserves another 25

years of operations and we hope you’ll strongly consider supplying the funding they require.

As the official marketing organization for the city, we have seen first-hand the kind of impact the arts can have on a single neighborhood, on the entire city, and even on our great state. We urge you to join us in supporting their continued success. Thank you, J’aime Drayton Visit Baltimore

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PERSONAL PROFILEInnovative, proactive, and strategic, I am a nonprofit administrator

with a varied background seeking to move to the next level. As a

human being, I value life at all levels and truly appreciate accessibility

of services and experiences. I excel at challenges because they

intellectually and emotionally stimulate me, and I help my colleagues

achieve their goals by troubleshooting with them, strategizing

solutions, and by rolling up my own sleeves. I value hard work,

dedication, and working for the greater good.

CONTACT ME

Phone: 410-804-9367

[email protected]

6811 Buchanan Street, Hyattsville, MD 20784

LinkedIn: elizabethlkberman

AREAS OF EXPERTISE

Financial Management and Analysis

Grantwriting

Development/Fundraising Strategy

Inter-office Communication

Customer Service

Database Management

Event Planning and Coordination

SKILLS, CHARACTERISTICS, AND ABILITIES

Creatively strategic

Excellent written and oral communication skills

Reliable, rational, and professional

Organized and detail-oriented

Excellent time management skills

Dedicated, motivated, self-starter

Tech-savvy, including hardware, software, and databases

Strong research and data analysis skills

EDUCATION

Goucher College

MA in Arts Administration, 2010

Johns Hopkins University

BM Oboe Performance, Peabody Institute, 2005

BA Romance Languages, Krieger School of Arts and Sciences, 2005

WORK HISTORY

Finance Manager Responsibilities:

- Manage $2 million annual operating budget

- Responsible for day-to-day and long-term financials, including

liaising with auditors, Treasurer, and Finance Committee

- Involved and often the driver of strategic discussions about long-

term health and stability, as well as capital (human and otherwise)

investment tactics

Chesapeake Shakespeare Company | 2012 - Present

Finance Manager / Development Manager / Capital Campaign Assistant

- Standardize, manage, and grow facility rentals - both for internal

residents and external organizations - in a multi-purpose arts center

- Serve as the general public's first point of contact for all inquiries

Howard County Arts Council | June 2011 - Dec 2012

Information and Visitor Services Assistant

Elizabeth L.K. BermanNonprofit Administrator

Development Responsibilities:

- Responsible for managing all aspects of a $6 million capital campaign

and $500,000 in institutional giving each year, with increasing

responsibilities over time

- Participate in strategic development discussions and then

implementing proposed courses of action

- Maintain strong institutional relationships and develop new ones

- General support for development functions, including database

management, event management, board relations, and institutional

needs as necessary

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https://www.linkedin.com/in/elizabethlkberman/