01 Draft SOW F.pdf

Statement of Work (SOW) HML Boiler, Chiller, and Rooftop HVAC System Replacements and Upgrades

Facility Location:

Department of Commerce (DOC) / National Oceanic and Atmospheric Administration (NOAA) / National Ocean Service (NOS) Hollings Marine Laboratory (HML) 331 Fort Johnson Road Charleston, South Carolina 29412

Project Purpose & Background

The NOAA Hollings Marine Laboratory (HML), a 105,000 square-foot multidisciplinary research facility commissioned in 2001 and located in Charleston, South Carolina, relies on multiple heating, cooling, and environmental control systems to support mission-critical scientific operations. These systems serve highly sensitive laboratory environments, specialized research infrastructure, aquatic life support systems, and occupied office spaces that require stable and precise temperature and humidity control to protect personnel, research specimens, and advanced analytical instrumentation.

This Statement of Work defines the requirements for a single Firm Fixed Price contract to replace critical end-of-life heating and cooling infrastructure at HML. The scope consolidates boiler system replacement, air-cooled chiller replacement, associated pump and Variable Speed Drive (VSD) upgrades, and rooftop HVAC unit replacement.

The facility’s existing heating system consists of three aging cast-iron hydronic boilers that have exceeded their intended service life and no longer provide reliable performance, energy efficiency, or consistent environmental control. Now more than 20 years old, these boilers have experienced increasing mechanical failures, declining efficiency, and inconsistent operation, creating elevated risks to facility operations, personnel safety, and the continuity of critical scientific research during peak heating demand periods.

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In parallel, HML’s cooling infrastructure includes three aging air-cooled direct expansion chillers and one rooftop HVAC unit that have also significantly exceeded their intended service life. These systems include two rooftop chillers serving the H-Wing, one chiller located near the rear loading dock serving the Nuclear Magnetic Resonance (NMR) Wing and adjacent spaces, and the AAON RM-010 10-ton rooftop unit serving the F-Section.

Collectively, these systems no longer provide consistent cooling capacity, operational efficiency, or reliability. Increasing maintenance demands, mechanical degradation, and diminished performance pose growing risks to environmental stability required for sensitive instrumentation, research specimens, seawater systems, and laboratory processes, particularly during peak summer conditions.

This project replaces all end-of-life heating and cooling systems with modern, high-efficiency, code-compliant equipment to restore reliable environmental control across the facility. The NMR chiller will be replaced with an upsized, high-efficiency air-cooled chiller selected to support expanded cooling loads for the NMR Wing, F-Section, and Seawater Section, improving chilled-water consistency for air-handling units and enhancing environmental control for temperature-sensitive experiments and aquatic research operations. The two rooftop chillers serving the H-Wing will be replaced with like-kind, high-efficiency units selected to match existing capacity, subject to verification of compatibility with existing structural supports and electrical capacity. Additionally, the AAON RM-010 rooftop unit serving the F-Section will be fully replaced to restore dependable cooling and support ongoing program expansion.

The objective of this project is to restore operational reliability, improve energy performance, reduce maintenance burden, and maintain compliance with applicable Federal, state, safety, and mechanical code requirements. Completion of this work will enhance environmental stability, protect sensitive research assets, and ensure HML remains capable of supporting NOAA, NIST, academic, and partner research missions.

Collectively, these upgrades will strengthen the facility’s mechanical infrastructure, improve system resilience, and support safe, reliable, and sustainable operations aligned with NOAA’s present and future scientific mission.

Period of Performance Period of Performance: The period of performance shall be 120 calendar days from the date of award.

I. Scope of Work

The Contractor shall provide all labor, materials, tools, equipment, supervision, and services necessary to remove, replace, and upgrade the heating and cooling systems identified in this Statement of Work. Detailed technical, performance, integration, and compliance requirements are defined in the sections that follow.

General Requirements:

The Contractor shall provide all labor, materials, tools, equipment, transportation, supervision, technical support, testing, commissioning, and related services necessary to remove, replace, and upgrade the identified heating and cooling systems at the NOAA Hollings Marine Laboratory (331 Fort Johnson Road, Charleston, SC 29412). All work shall deliver fully functional, energy-efficient, code-compliant, and reliable hydronic heating, chilled-water, direct expansion (DX), and rooftop HVAC systems that meet or exceed current mechanical, electrical, safety, and performance standards.

Any piping, venting, electrical, controls, or equipment support adjustments are incidental to equipment replacement and required solely to connect new equipment to existing infrastructure. These activities are confined to existing system configurations and do not alter the building structure, envelope, or use.

A. Performance-Based Criteria:

The new system(s) shall:

a. Provide sufficient heating and cooling capacity to meet or exceed current and anticipated load requirements based on facility occupancy, research operations, and seasonal demand.

b. Comply with all applicable Federal, state, and local codes and standards, including but not limited to ASME, ASHRAE, NFPA, IMC, NEC, EPA, OSHA, and South Carolina regulatory requirements.

c. Achieve operational efficiency ratings that meet or exceed current Department of Energy minimum efficiency standards and applicable ASHRAE

90.1 requirements.

d. Improve system reliability, redundancy, and environmental stability to avoid total loss of heating or cooling in the event of a component failure.

e. Redundancy may be achieved through system configuration, capacity margin, or controls strategies consistent with the existing infrastructure.

f. Operate safely and reliably under all seasonal operating conditions typical of the Charleston, South Carolina coastal environment.

g. Reduce long-term energy consumption and maintenance burden through modern equipment selection and controls integration.

Compatibility and Integration:

a. All new boiler, chiller, rooftop, pump, and VSD systems shall be compatible with existing infrastructure, including piping, venting, electrical, and controls, or include any incidental modifications necessary to ensure full integration and optimized performance.

b. The Contractor shall assess existing systems and recommend upgrades to ancillary components, such as pumps, controls, valves, and piping, to ensure overall system compatibility and performance.

c. The facility Building Automation System (BAS) is based on Honeywell’s Tridium Niagara Framework. All new systems shall be fully compatible and capable of integrating with this platform using BACnet, LonWorks, or Modbus protocols to enable centralized monitoring, control, trending, and alarming.

d. The Contractor shall coordinate all programming and integration activities with NOAA’s BAS manager or designated Honeywell contractor to avoid conflicts with existing systems.

Sustainability and Energy Considerations:

a. Solutions that improve energy efficiency, reduce greenhouse gas impact, and lower long-term operational costs are preferred.

b. All chillers and rooftop units shall utilize energy-efficient, low global warming potential (GWP) refrigerants compliant with EPA AIM Act requirements.

Acceptable refrigerants include R-454B or equivalent low-GWP alternatives.

c. Equipment shall be designed and protected for continuous operation in a coastal, salt-air environment, including corrosion-resistant materials, factory-applied coil coatings, or equivalent protective technologies.

Scheduling and Sequencing:

Sequential Work Execution Requirement:

a. Unless sufficient personnel, equipment, materials, and logistical resources are fully available and staged to support concurrent activities without risk to facility operations, the Contractor shall not perform multiple major system outages simultaneously. The intent of this requirement is to maintain continuous environmental control and minimize operational risk to mission-critical laboratory spaces.

b. The Contractor shall execute the work in a controlled, sequential manner.

Priority shall be given to the replacement and restoration of cooling systems, including the NMR chiller, H-Wing chillers, and the F-Section 10-ton AAON rooftop unit, with each system brought fully back into service and operationally verified before proceeding to subsequent major system replacements.

c. Following successful restoration of cooling services, and subject to Government approval of the schedule, the Contractor may proceed with boiler system replacement and associated hydronic upgrades. At no time shall multiple critical heating and cooling systems be taken out of service concurrently unless expressly approved in writing by the Government and supported by a detailed staffing, resource, and risk mitigation plan.

d. This requirement is intended to protect laboratory operations, sensitive research equipment, and personnel safety, and shall be reflected in the Contractor’s project schedule, staffing plan, and execution approach.

Specific Systems and Existing Equipment:

Heating Systems:

Existing Equipment

The existing heating system at the Hollings Marine Laboratory consists of the following major components, all of which have surpassed their intended service life and are included in this replacement scope:

Existing Boilers

a. Quantity: Three (3)

b. Type: Cast-iron hydronic boilers

c. Fuel: Natural gas

d. Configuration: Primary hydronic heating plant serving laboratory, administrative, and support spaces

e. Condition: End-of-life, with documented mechanical degradation, declining efficiency, and increasing maintenance requirements

Associated Boiler System Components

a. Secondary hot water distribution piping (Incidental Modifications)

b. Existing boiler controls and safety devices

c. Combustion air and venting systems

d. Expansion tanks, isolation valves, pressure relief valves, and ancillary hydronic components

Baseline Characteristics for Replacement:

Replacement boiler equipment shall be selected based on compatibility with the existing hydronic system configuration, operating temperatures, pressures, flow requirements, fuel type, venting arrangement, and safety control architecture. Final boiler selection shall meet or exceed the performance of the existing systems while integrating with existing distribution infrastructure. All replacement and upgrade activities for boiler systems and secondary hot water pump Variable Speed Drives (VSDs) shall be based on compatibility with these existing system characteristics and operating conditions.

Cooling Systems:

Existing Equipment

NMR Facility Chiller

1. Manufacturer: YORK

2. Model: YLAA0081HE

3. Serial Number: SADM449240

4. Refrigerant: R-410A

5. Voltage: 208–230V, 3-phase, 60 Hz

6. Shipping Weight: Approximately 1,914 lbs.

7. Maximum Pressure:

a. High Side: 456 psi

b. Low Side: 260 psi

This unit serves the NMR Wing and adjacent laboratory spaces and is undersized for current and projected cooling demands.

H-Wing Rooftop Chillers (Two Units)

1. Manufacturer: YORK

2. Model: YLAA065HE

3. Serial Numbers:

c. SAGM-305520

d. SAGM-306510

4. Refrigerant: R-410A

5. Voltage: 460V, 3-phase, 60 Hz

6. Shipping Weight: Approximately 1,826 lbs. each

These rooftop units support administrative and laboratory areas in the H-Wing and have exceeded their intended service life.

F-Section Rooftop Unit

1. Manufacturer: AAON

2. Model: RM-010-3-0-BA82-133

3. Cooling Capacity: 10 tons

4. Airflow: 1,500 CFM

5. Refrigerant: R-410A

6. Voltage: 480V, 3-phase, 60 Hz

7. External Static Pressure: 0.85 in. w.g.

8. Unit Weight: Approximately 1,300 lbs.

This unit serves F-Section laboratory spaces and no longer meets performance requirements.

All existing system specifications, pump characteristics, and associated hydronic components identified in this section shall be used as the baseline for replacement, integration, and upgrade activities under this contract.

System Replacement Requirements:

a. Replace the NMR chiller with an upsized, high-efficiency air-cooled chiller selected based on delivered capacity at Charleston summer design conditions, subject to verification of compatibility with existing structural supports and electrical capacity without modification to building structure.

b. Replace both H-Wing rooftop chillers with like-kind, high-efficiency models with improved modern efficiency, provided no major structural or electrical upgrades are required.

c. Replace the AAON RM-010 rooftop unit serving F-Section with equipment meeting or exceeding existing performance characteristics.

d. Provide and install a new NMR pump skid system, including two NEMA Premium, VFD-capable chilled-water pumps, expansion tank, valves, strainers, supports, insulation, and vibration isolation.

e. Provide all associated piping, electrical, controls, rigging, craning, integration, and commissioning activities required to deliver fully operational systems.

Specific Tasks:

1) Pre-Removal

a. Conduct a site assessment and document conditions

b. Confirm shutoff points for utilities and coordinate with facility management

c. Verify equipment sizing, venting, and supply line adequacy

2) Removal

a. Shut down and lockout/tagout electrical, gas, and water

b. Recover refrigerants per EPA requirements

c. Drain and safely disconnect all existing equipment

d. Remove and dispose of existing boilers, chillers, pumps, VSDs, and rooftop units per EPA and South Carolina DEHEC regulations

e. Clean and prepare all affected areas for new installations

3) Installation

a. Install new boilers, chillers, rooftop units, pumps, VSDs, and associated controls in accordance with approved installation submittals and schedule.

b. Provide and connect all incidental hydronic piping, pumps, isolation and pressure relief valves, and expansion tanks (if applicable)

c. Provide and install new boiler flue and combustion venting systems, as required, in accordance with applicable codes and manufacturer requirements (materials may include stainless steel, CPVC, or AL29-4C as applicable).

d. Insulate piping per ASHRAE 90.1 standards

e. Reconnect and test electrical power, controls, and monitoring systems.

Boiler System Secondary Hot Water Pump VSD Replacement and Upgrades

The Contractor shall replace and upgrade the two (2) existing secondary hot water pump Variable Speed Drives (VSDs) associated with the existing hydronic boiler system.

The upgraded VSDs and any associated electrical, control, or interface components shall be fully compatible with the existing secondary hot water pumps, hydronic distribution system, and the new boiler equipment installed under this contract. All VSD replacements shall be sized, configured, and programmed based on the existing pump motor horsepower, voltage, amperage, duty cycle, system head conditions, and hydronic operating characteristics to ensure reliable, efficient operation of the heating system.

1. Remove and properly dispose of the existing secondary hot water pump VSDs in accordance with EPA, South Carolina DEHEC, and HML environmental and safety requirements.

2. Provide and install two (2) new VSDs that meet or exceed the existing motor horsepower, voltage, load profiles, and operational requirements of the secondary hot water pumps.

3. Prior to procurement of new VSDs, the Contractor shall verify and document the existing secondary hot water pump motor nameplate data, including horsepower, voltage, full-load amperage, service factor, and control interface requirements. This information shall be included in the installation submittal package and used to confirm proper VSD selection.

4. All new VSDs shall meet the following minimum specifications:

a. HVAC pump-rated variable frequency drive

b. Soft-start and controlled ramping capability

c. Dynamic torque and speed control

d. Harmonic mitigation compliant with IEEE-519

e. NEMA 12 (or better) enclosure suitable for mechanical room conditions

5. VSDs shall be fully compatible with the building’s Honeywell Tridium Niagara BAS, including BACnet/IP or Modbus communication.

6. Provide all necessary electrical wiring, conduits, terminations, control interface hardware, and communication cabling.

7. Program, configure, and tune each VSD, including speed thresholds, PID loop tuning, pressure reset logic, alarm settings, and communication mapping.

8. Conduct operational and performance testing to verify correct motor rotation, stable modulation, protective functions, and BAS visibility of commands, statuses, and alarms.

9. Provide updated as-built documentation, programming parameters, wiring diagrams, BAS integration details, and OEM manuals.

10. Provide training to Government personnel, including system operation, interface navigation, alarm diagnostics, and basic maintenance requirements.

Install five (5) new emergency boiler shutoff devices in compliance with the South Carolina Boiler State Code and applicable safety requirements.

4) Testing, Commissioning

a. Perform startup, testing, commissioning, and verification of all systems

b. Fill, purge, pressure test hydronic and DX systems

c. Test gas piping using approved methods

d. Perform factory-specified startup and tuning

e. Validate safety devices, alarms, and BAS functionality

f. Confirm full-load operation under seasonal conditions

g. Provide commissioning report to the NOAA Project Manager

5) Closeout & Handover

a. Clean work area; remove debris and excess materials

b. Submit operation/maintenance (O&M) manuals

c. Provide training to facility operations staff

d. Conduct final walk-through with the NOAA Project Manager

B.

Deliverables Due

Kickoff Meeting and Site Coordination Within 10 calendar days of contract award Integrated Installation Schedule (including phased sequencing prioritizing cooling systems ahead of heating systems)

Within 15 calendar days of contract award

Installation Submittal Package (equipment data sheets, controls integration plans, and equipment compatibility verification)

Within 30 calendar days of contract award

Government Review and Comments on Submittals Within 15 calendar days after receipt of submittals Final Installation Submittal Approval and Notice to Proceed with Procurement

Within 10 calendar days following Government approval

Procurement and Delivery of Major Equipment (chillers, rooftop unit, boilers, pumps, VSDs)

In accordance with the approved installation schedule

Removal of Existing Cooling Equipment (chillers and rooftop unit)

In accordance with the approved installation schedule and seasonal sequencing

Installation of New Cooling Systems (chillers, rooftop unit, pump skid, associated controls)

In accordance with the approved installation schedule

BAS Integration Testing and Controls Verification (Cooling Systems)

Prior to cooling system commissioning

Commissioning and Performance Verification of Cooling Systems

Upon completion of cooling system installation

Removal of Existing Heating Equipment (boilers and associated components)

In accordance with the approved installation schedule

Installation of New Boiler Systems and Supporting Equipment (including VSD upgrades)

In accordance with the approved installation schedule

BAS Integration Testing and Controls Verification (Heating Systems)

Prior to heating system commissioning

Commissioning and Performance Verification of Heating Systems

Upon completion of heating system installation

Operations and Maintenance (O&M) Manuals (three hard copies and one digital copy)

Prior to final Government acceptance

Training for Government Personnel (operations and maintenance)

Prior to final Government acceptance

Manufacturer Warranties (standard warranty, minimum one year, whichever is greater)

Prior to final Government acceptance

Final Government Acceptance Contingent upon successful commissioning, receipt of O&M manuals, completion of training, and Government approval of all deliverables

The approved installation schedule is a material requirement of this contract. Failure to meet interim milestones or final completion dates may result in withholding of acceptance, delay of payment, or other contractual remedies in accordance with contract terms, unless delays are approved in writing by the Government.

C. Compliance Requirements:

Federal Acquisition Regulation (FAR) requirements for workmanship, quality assurance, safety, and environmental protection apply to all work performed under this contract.

All work shall comply with applicable Federal, state, and local codes, standards, and regulations, including but not limited to:

a. ASHRAE standards

b. OSHA safety standards

c. South Carolina Boiler State Code, where applicable

d. EPA hazardous materials handling and disposal requirements

e. Applicable NFPA codes (NFPA 54, NFPA 85)

D. Environmental Compliance

The Contractor shall perform all work in accordance with the Hollings Marine Laboratory (HML) Environmental Management System (EMS) and applicable environmental policies and procedures. This includes, but is not limited to, the following requirements:

1. Adhering to all Environmental Management Programs and Operational Controls.

2. Provision of monitoring, documentation, and reporting data necessary to support HML environmental goals, as requested

3. Immediate corrective action for noncompliance issues.

4. Timely resolution of nonconformances as directed by the EMS Site Coordinator.

5. Ensuring that all Contractor personnel understand the roles and requirements of

EMS.

6. Following HML site access protocols, including registration and access badge issuance.

E. Warranties

1. Labor warranty covering workmanship for a minimum of 90 calendar days following final system acceptance.

2. Equipment warranty in accordance with the manufacturer’s standard warranty, with a minimum duration of one year, whichever is greater.

3. Assurance that all equipment installation complies with manufacturer specifications and published requirements.

F. Contractor Responsibilities

1. Ensuring all personnel assigned to this project possess appropriate certifications and documented experience, including EPA Section 608 Universal certification, OSHA 10-hour or 30-hour training (as appropriate), and applicable manufacturer training credentials

2. Assigning a qualified Project Manager with demonstrated experience managing HVAC and mechanical system replacements in Federal facilities

3. Ensuring all materials, equipment, and workmanship meet or exceed contract requirements and manufacturer specifications

4. Coordinating all work activities with NOAA representatives to minimize disruption to laboratory operations and facility occupants Draf

5. Performing onsite work during normal business hours, Monday through Friday, 7:00 a.m. to 5:30 p.m. No work shall be permitted on Weekends or Federal holidays.

6. Maintaining all required insurance coverage in accordance with NOAA contract terms

7. Implementing and enforcing site-specific safety protocols at all times

G. Changes & Modifications

1. Any changes to this scope must be approved in writing via formal modification

2. Work performed without written authorization shall not be compensated

H. IT Security Requirements

The Certification and Accreditation (C&A) or Assessment and Authorization (A&A) requirements of 48 CFR 1352.239-72 do not apply. A Security Accreditation Package is not required.