1. Statement of Work.pdf

US Department of Agriculture (USDA)

Statement of Work – Design Build

Project: 127EAW26Q0053 - Kern River Ranger District HVAC

Contents Project

Summary

General Information

1.0 Background

2.0 Scope of Work

3.0 Location

4.0 Estimated Start Date / Period of Performance

5.0 Drawings and Specifications

6.0 Restrictions on Work

6.0 Camping and Housing

7.0 Required Submittals

Contractor Requirements

8.0 Technical Requirements / Tasks

PROJECT SCHEDULE AND PHASES

CONDUCT OF WORK

PROJECT-SPECIFIC CONSTRAINTS

REFERENCE CRITERIA AND GOVERNMENT-FURNISHED INFORMATION

9.0 Government Furnished

10.0 Deliverables / Schedule

11.0 Travel

12.0 Security Requirements

13.0 Data Rights

14.0 Site Visit

15.0 Attachments

Project Kern River Ranger District Office HVAC Renovation

Summary This Design-Build (DB) Contract Statement of Work (SOW) defines requirements for services to develop the design and construction of the following project:

Provide all labor, materials, tools, equipment, Architect-Engineer (AE) services, and DB services necessary for design and construction of the project described below and other specific tasks as further defined by this SOW. Both design and construction services are part of this project. Work includes but is not limited to professional services (structural, mechanical, electrical, plumbing, etc.); general demolition and construction; mechanical and electrical work. Perform all necessary travel and services required to compile engineering data. Furnish plans, specifications, and design analyses covering the work required for the investigation and design of the project. Work shall be completed in a neat, substantial, and competent manner.

The AE must conduct all necessary investigations required to validate project design requirements, and to further develop the requirements into a 100% design and construction project.

Primary technical services must be performed by individuals who are credentialed members of architectural, engineering, and related design professions. Possible disciplines include, but are not limited to, architects, interior designers, engineering, and other design disciplines typically associated with design and construction of facilities, industrial hygienists, cost estimators, specification writers, and drafting technicians. Generally, a credentialed professional is licensed (e.g., registered professional engineer) to practice in the state where a facility is located; and commands the necessary expertise, in terms of knowledge and experience, to undertake the specified task to be identified at the task order level.

The Design-Build (DB) Contractor shall assign a Project Manager (PM) as a single point of contact for this project. The Contracting Officer (CO) or designated representative shall be advised, in writing, of any change in this appointment during the performance of this contract.

General Information

1.0 Background

The HVAC system at Kernville is a Trane Variable Refrigerant Flow (VRF) System installed during its construction in 2018 that has failed to function properly over its life. Likely this is due to the system being undersized without tempering the outside air ductwork (see design drawings for reference). This system is no longer actively supported by Trane, meaning that finding replacement parts for the system, as well as professionals capable and certified to repair the system is expensive at best and impossible at the worst. To that end, the Forest Service seeks to have a modern, appropriately sized system installed to replace the existing one, and that this new system be able to be serviced by local professionals.

2.0 Scope of Work

Design new system to integrate with existing equipment to the most feasible extent. Outside air system should be pre-conditioned with an energy recovery ventilator (ERV) at minimum, and a pre-conditioning heat pump if required.

Replace existing variable refrigerant flow (VRF) system with appropriately sized system, avoiding VRF if possible to reduce reliance on manufacturer’s certified maintenance professionals. Rather than single unit mini-split systems or a more standard air-handler/furnace system, multi-unit outdoor systems might be an easier class of equipment to repair locally. The designer would confirm availability of local maintenance companies to perform future work. Final recommendation should come from designer.

Primary objectives include, but are not limited to the following:

a. Investigate, vet, and incorporate comments, critiques, and learned information from project stakeholders.

b. Collect and document known project information. This may include, but is not limited to, collection of as-builts (for existing facility demolition), known site data, environmental surveys, GIS information, requirements documents, etc.

c. Provide conceptual site information which reflects any site-specific criteria. Distinguish any installation-specific requirements that may not be considered “standard” requirements.

d. Conduct site survey and other design activities as indicated in this contract.

e. Perform research and comprehensive investigation as appropriate to the project.

f. Provide requirements and information in clear, well-written, straightforward manner using direct, active voice with simple, concise sentences.

g. Conduct review conferences, both on-site at Kern River Ranger District and via webinar/ teleconference, as described below.

MINIMUM STANDARDS

• Temperature Requirements o Space temperature shall be 75 °F while cooling during office hours o Space temperature shall be 70 °F while heating during office hours o California Building Climate Zone 14 o National Climate Zone 3B

• System Requirements o Complies with Buy America Act

▪ Daikin might be the only company that currently complies with Buy America Act for mini-split systems. An exception to this requirement is possible but not guaranteed.

o Fits in existing space o Can be repaired by local technicians

▪ Current system is a Variable Refrigerant Flow (VRF) system. Possibly due to space constraints, another non-VRF mini-split system is the most likely candidate requiring the least amount of modification to the existing building.

o Reuse existing equipment and materials where feasible.

▪ Likely to only be ductwork, as refrigerant requirements have changed since original installation.

o Meets code requirements

▪ Refrigerant (R-32, R454B, or other)

▪ Fresh Air Ventilation

▪ Conditioning o Provide Pre-conditioning to Outside Air for Ventilation

▪ Can be Energy Recovery Ventilator (ERV), Full Outside Air Conditioning system, some combination of the two, or other solutions not considered here.

o Confirm System sizing meets needs of building accounting for operational conditions including but not limited to elevation and ambient temperature.

3.0 Location

Kern River Ranger District 11380 Kernville Rd, Kernville, CA 93238

4.0 Estimated Start Date / Period of Performance

This project is of the utmost importance as the office is without HVAC

• Notice To Proceed: As soon as possible, not more than 10 days after contract award.

• Design: 30 calendar days

• Construction: 45 calendar days

5.0 Drawings and Specifications

Design and construction shall comply with applicable sections of standards and publications, and all references therein.

Ensure that construction documents comply with the latest edition of construction and design standards. Resources for publications and standards include but are not limited to:

[X] Construction Standard Institute (CSI) specifications These specifications are incorporated by reference in the solicitation.

6.0 Restrictions on Work

• Work hours are limited to non-holiday weekdays, Monday – Friday, 0700 – 1900. Work site much be clear by noon the Friday before a Monday holiday.

• In accordance with the fire plan, if included in Section J.

• When the Contracting Officer (or designated representative) determines that adverse weather has made access too dangerous or that continued vehicular travel would cause unacceptable road damage.

• For sites requiring archaeology monitoring, contractor must notify COR at least 24 hours prior to any ground disturbing activities and no ground disturbing activities may occur without a Forest Service archaeologist on site.

• When the Contracting Officer or designated representative determines that work must stop due to the presence of archaeological artifacts.

• Contractor is responsible for the security of their tools and equipment at all times.

• Contractor is responsible for removal and disposal all excavated dirt and shall not leave excavated dirt scattered over the site, unless approved by the COR.

• All trash and loose materials shall be secured by the contractor daily.

• The Contractor is responsible for installing sediment control devices, such as straw wattles, to prevent sediment runoff to nearby areas. Excavation work shall not commence until sediment control devices have been installed and approved by the COR.

• The Contractor shall not use Government trash facilities without the COR’S approval.

• All construction debris remains the property of the Contractor and shall be properly disposed of off National Forest Land.

• The contractor will be able to utilize the Forest Service Roads; however, the Contractor will be responsible for any damage to the roads due to construction activities. The contractor shall be responsible for obtaining permission to use all other roads and staging areas.

6.0 Camping and Housing

Camping is not permitted in US Forest Service campgrounds. Contractor [ ] will [X] will not be permitted to camp elsewhere on US Forest Service land. Camping on Forest Service land is not a right; permission may be revoked for failure to comply with the terms of the permit.

7.0 Required Submittals

Section 011900 – Mobilization Section 013300 – Submittal Procedures Section 024113 – Selective Demolition Section 220000 – Plumbing General Section 230000 – Air Supply, Distribution, Ventilation, and Exhaust Systems Section 230593 – Testing, Adjusting, and Balancing for HVAC Section 230700 – Thermal Insulation for Mechanical Systems Section 23 08 00.00 10 – Commissioning of HVAC Systems Section 231125 – Facility Gas Piping Section 232300 – Refrigerant Piping Section 260000 – Electrical General Section 024100 – Waste Material Disposal Section 033000 – Cast In Place Concrete Section 033020 – Concrete from Packaged Dry Mix for Minor Structures

And any other sections the contractor deems necessary.

Contractor Requirements

8.0 Technical Requirements / Tasks

8.1. The AE shall utilize Government-provided Geographical Information Systems (GIS) data, Government-provided documents, and other as-built and existing conditions information as a basis for project initiation. While the Government’s intent is to provide the AE with timely access to the project site, the AE shall make appropriate accommodations to provide required deliverables within the required project schedule.

8.2. Permits: During the performance of this contract, all work must comply with all federal, state, local and installation environmental laws, regulations, and standards. Determine if any applicable permits are required by the project, specifically with the investigation work, and provide where necessary. The following permits are anticipated during this project: None

8.3. Field Investigation and Site Access: In support of project initiation, evaluate the project site(s). Coordinate site access with the Project COR.

8.3.1. Obtain all necessary dimensional, utility, physical, and functional data.

8.3.2. Field verify all applicable as-built drawings and determine any relevant existing conditions not illustrated on existing as-built drawings.

8.3.3. Interview the user/ occupant(s) to obtain detailed functional requirements.

8.3.4. Field verify and document special work conditions and restrictions for inclusion in the project specifications. This includes, but is not limited to, security, working hours, hauling routes, disposal areas, staging areas, and utility interruptions.

8.3.5. Field investigation shall include all major components needed to construct and coordinate a complete and usable project, to include but not limited to: civil, architectural, structural, fire protection, plumbing, mechanical, electrical, communications, and security.

8.4. Drawings: Develop drawings as the result of an integrated design process. Organize and index drawing sheets in compliance with A/E/C CAD/ Graphic Standard.

8.5. Provide drawings complete, accurate and explicit enough to show the entirety of the project. Reflect proper detailing for each system to assure appropriate use, proper fit, compatibility of components and coordination with the design analysis and specifications. Coordinate drawings to ensure there are no conflicts between design disciplines and between drawings and specifications.

8.6. Full size drawings are considered ANSI “D” (22-inches x 34-inches). Half-size drawings are considered ANSI “B” (11-inches x 17-inches). Title block will be provided by Offutt AFB. Drawing project code numbers on all border sheets for the design and construction drawings are as indicated in paragraph “Project-Specific Constraints.”

8.7. Specifications: Complete all technical specifications necessary to deliver the project scope of work as designed.

Revisions must be tracked for all specification edits, at all design phases. The specifications must not be edited in a manner that reduces the level of quality for equipment, services provided or materials. The specifications must be edited in accordance with the designer notes associated with each specification section.

8.8. Coordinate preferred submittal requirements with the Government. Minimize the number of submittals required to be reviewed by the Government during construction, but any “extension of design” submittals will be designated “G” in each specification submittal requirements. Code other submittals requiring Designer of Record review “D” or other designation as identified after contract award.

8.9. A-E will develop performance specifications from applicable project requirements and industry criteria. Develop such specifications in the same format and structure as industry standards.

8.9.1. Specification Processing/ Publishing: Edit specifications in a manner that is error free and coordinated with the project design, scope, and associated criteria. Ensure all references are current and reflect project requirements. Produce error reports and conduct quality control reviews to ensure that processing of specifications will occur without conflict.

8.9.2. Applicable Publications: Include in the specifications only those referenced publications that are necessary for the subject project. All references must be available for review in the Contractor's office.

8.9.3. Design Analysis: Provide a detailed design analysis for the design package at each design stage. Include discipline narratives, energy summary, calculations, correspondence, cut sheets, meeting minutes, and other appendices and documentation relevant to the development of the design.

8.9.4. Calculations: Sign, stamp, seal, and compile as required by the discipline requirements.

PROJECT SCHEDULE AND PHASES

8.9.5. Within 14 days after the receipt of notice to proceed (NTP), the DB Contractor will provide the Contracting Officer Representative (COR) a schedule showing the major milestones for performance of the design and construction, including the required AE site visit; all design submittal phases and dates; and major construction Definable Features of Work (DFW). Do not include weeks with federal holidays as part of the required duration for any Government review period.

8.9.6. The Design Phase Period of Performance and Construction Phase Period of Performance shall be defined by the contract award documents. The DB Contractor shall provide design phase and construction phase schedules that demonstrate how the DB Contractor will meet the periods of performance defined in the contract.

8.9.7. Design Kickoff Meeting: Conduct an initial Design Kickoff meeting for the project in order to validate the project scope, collect information relative to the initiation of the design, current state of the project site, mission requirements, criteria, and stakeholder and project requirements. Make accommodations for attendance via web/ telephone conference for those that may not be able to attend in person. Conduct an on-site out brief at the end of the meeting. Assure all applicable DB Contractor and AE Team members are present for the entirety of the meeting.

8.9.8. 35% Submittal: The AE shall submit the preliminary drawings, specifications, design analysis, and economic analysis of the project when it is approximately 35% complete. A complete and comprehensive design is expected for submittal and subsequent plan-in-hand site visit. Review comments will be sent to the AE for incorporation within 14 days of receipt of the 35% design review set. The 35% design review set shall include the following:

a. Drawings

b. Draft Specifications

c. Design Analysis

d. Calculations

e. Cut Sheets

f. Estimate

g. Project Schedule

8.9.9. Issued for Construction (IFC) Submittal: The AE shall submit the final drawings, specifications, design analysis, calculations, and other cut sheets, as appropriate. The IFC set shall be submitted after all previous comments have been evaluated, and after the 100% design review set has been approved. The IFC Submittal must be submitted prior to executing the Preconstruction Meeting.

8.9.10. Design Submittals shall be transmitted to the Government through the construction project management software approved for the project, such as Submittal Exchange or Procore.

CONDUCT OF WORK

8.9.11. During the performance of this contract, the AE will maintain close liaison with the COR who will coordinate the work with the customer and other concerned parties. Ensure that the Contracting Officer (CO) is cc’d on all correspondence between the Government and AE. The AE will:

8.9.11.1. Execute the work diligently and aggressively within the established period of performance.

Promptly advise the PM and CO of all significant developments.

8.9.11.2. Contact the COR prior to starting field investigation and coordinate subsequent visits to the installation with the appropriate installation personnel. Records of all visits to the installation will be kept by the AE and will be provided to the COR upon request.

8.9.11.3. Prepare complete minutes of each meeting (conference notes) and significant telephone conversations with Government representatives.

8.9.11.4. Promptly furnish to the COR copies of all written communications pertaining to the work received from involved Government agencies.

8.9.11.5. Take appropriate measures to obtain clarification of design criteria requirements, to acquire all pertinent design information, and to incorporate such information in the work being performed.

8.9.11.6. Only the CO can direct a change in scope. IF at any time there is a question as to the scope of the project, contact the CO for direction.

8.9.12. Economy of Design: The AE will prepare all designs in the most economical method appropriate. Unnecessary refinement and embellishment will be avoided.

8.9.13. Design Quality Control: The AE is responsible for controlling the quality of all AE developed products and will do so in compliance with the AE’s Government-approved Design Quality Control Plan (QCP). Submit the Design QCP NLT 30 days after NTP. Include the following in the Design QCP:

a. List of all team members involved in producing the product by name and discipline.

b. List of all design checkers, peer reviewers, and Independent Technical Reviewers by name and discipline.

c. List of all product development phases with associated support documents affiliated with each design phase.

d. List of all quality reviews to be completed at each project development phase (e.g., Design Check, Peer

Review, Interference Check, and Independent Technical Review).

e. Blank copies of certificates/ documents that the AE will use to validate that quality reviews were completed.

f. Description of any special procedures required for coordinating and consolidating inputs from consultants.

8.9.14. Project Managers and Lead Designers must be registered professional architects or engineers with at least five

(5) years’ experience as registered professionals in the proposed position/ role in the design of similar projects.

8.9.15. Product Quality Certification: In conjunction with each submission, the AE will provide a document signed and dated by the primary AE Firm and each of their consultants that states "The products included with this deliverable were completed and reviewed in accordance with our Company's Quality Control Plan that is on file with the COR. All applicable design checks, interdisciplinary checks and independent technical reviews have been completed by the designated designers and reviewers as stated in the project Quality Control Plan. Our Company believes this product is in compliance with all applicable criteria and the stated scope of work.

8.9.16. Government Quality Assurance: Submittals will be given a cursory review by the Government for technical correctness, functional adequacy, and conformance to these contract requirements. Reviews will usually be accomplished within the time after submittal of the documents and prior to the corresponding review conference. A detailed written reply to all comments will be furnished with the next scheduled submittal. The reply will specifically address how each comment was satisfied, citing drawing and specification references.

Should clarification be required, or exception taken to any comment, the AE will communicate with the Offutt AFB PM within five (5) working days of receipt of the comments.

8.9.17. Conference Notes and Meeting Minutes: Attend and/or support meetings and teleconferences as required by the COR with the customer and/or government representative(s). The purpose of the meetings includes, but are not limited to: progress reviews, project scoping, design reviews, design charrette activities, project status, and the general exchange of information concerning current and future activities. The AE is responsible for taking notes/ minutes and preparing the reports for all meetings and conferences. Notes will be prepared in typed form, signed by the AE’s Project Manager, and distributed via e-mail or hard copy to all conference attendees within seven (7) days after the date of the conference.

Include the date and place the conference was held with a roster of attendees. The roster will include name, organization, mailing address, email address and telephone number. Attach review comments to each conference minutes with the action noted on each comment.

Comments made during the conference or decisions affecting criteria changes must be coordinated with CO and recorded in the basic conference minutes. Any augmentation of written comments should be documented by the conference notes.

PROJECT-SPECIFIC CONSTRAINTS

8.9.18. Drafting Requirements: Design the vertical building portions of the project using BIM or CAD software. Design horizontal and site-side portions of the project using CIM or CAD software. Final drawing deliverables shall be provided in Autodesk AutoCAD 2024 format or AutoCAD 2018 format.

8.9.19. Project Directory Information: The following information should be added to appropriate design documents:

• Project Title: COR to designate

• Project Location in Capital Letters: COR to designate

8.9.20. Project-Specific Structural Requirements: Comprehensively analyze all criteria referenced. Determine and document the prevailing criteria set for the project. Coordinate with the Government in the event that conflicts between criteria are identified.

8.9.21. Project-Specific Mechanical Requirements: Comprehensively analyze all criteria referenced. Determine and document the prevailing criteria set for the project. Coordinate with the Government in the event that conflicts between criteria are identified. Note that Mechanical Requirements include, but are not limited to, Heating, Ventilation, and Air-Conditioning (HVAC); HVAC control systems/ utility monitoring and control systems (UMCS); and Plumbing.

8.9.22. Project-Specific Electrical Requirements: Comprehensively analyze all criteria referenced. Determine and document the prevailing criteria set for the project. Coordinate with the Government in the event that conflicts between criteria are identified. Note that Electrical Requirements include, but are not limited to, Power;

Lighting; Grounding and Lightning Protection; A/V Systems (A/V); and Cathodic Protection.

8.9.23. Project-Specific Health and Safety Requirement: Comprehensively analyze all criteria referenced. Determine and document the prevailing criteria set for the project. Coordinate with the Government in the event that conflicts between criteria are identified. Safety and health and any special criteria for disposal of materials must conform to the requirements of EM 385-1-1 Safety and Health Requirements Manual, and applicable Federal and state requirements. Ensure that design requirements are addressed to ensure the health and safety of workers and for any special handling and/or disposal requirements regarding hazardous materials impacted by the project work.

8.9.24. Hazardous Material Survey: Review any available surveys and studies for the project facility/ area, and conduct a thorough Hazardous Material Survey for each facility and site to be renovated/ demolished under this project.

Survey building areas that are anticipated to be impacted by the project activities. Scope of the survey must include destructive testing as needed and analysis for items/ chemicals including, but not limited to, lead;

asbestos; polychlorinated biphenyls (PCBs); equipment containing mercury; PFOS/PFOA; POL-contaminated soil; and other hazardous materials and chemicals that are consistent with historical and current military operations. Provide testing and report in accordance with the applicable Federal and State of Nebraska regulations.

8.9.25. Ozone Depleting Chemicals (ODC): The AE shall ensure that no Class I ODC refrigerants or fire suppressant agents are specified in the contract plans or specifications. In addition, there will be no equipment employing Class I ODCs during the project construction without written approval of the CO.

8.9.26. During construction of the project, the AE shall be responsible for answering questions and providing clarifications of the design documents to the Government and to the rest of the DB Team. Should errors or omissions surface during construction, the AE shall provide necessary site consultations and required documents. This in no way limits the future liability of the AE where the contract design is deficient either by design error or by omission.

REFERENCE CRITERIA AND GOVERNMENT-FURNISHED INFORMATION

8.9.27. Conform to all applicable criteria and guidance, including, but not limited to, criteria specific to state and local requirements, and other industry standards and referenced criteria. Thoroughly review all applicable criteria and guidance and determine and document the governing criteria set for the project. Coordinate with the Government in the event that conflicts between criteria are identified.

8.9.28. Criteria Order of Precedence: The design shall be consistent with best engineering and architectural practices and shall comply with all the latest applicable regulations, instructions, manuals, pamphlets, national codes, building construction codes, and life-safety codes will be used where applicable.

9.0 Government Furnished

• Existing building design, including HVAC, and associated specifications

• HVAC specification errata to address work to be done, including demolition.

10.0 Deliverables / Schedule

1 Proposed Project Plan Defining the responsibilities, timeline, risks and milestones of contract objectives.

No later than five (5) business days after contract award

2 Bi-Weekly Status Report

Report documenting tasks & issues bi-weekly. Bi-weekly, every Friday, by 3:00 PM EDST until the contract expires

3 HVAC System Shop Drawings

Shop Drawings of Existing System Drawing showing Red Line corrections to existing system and Equipment submittals for the proposed HVAC system.

No later than forty-five (45) business days after item 1 is delivered

4 HVAC System Renovation/Installation

Installation of new HVAC components No later than ninety (90) days after item 3 is delivered

5 As-built Drawings Updated drawings showing corrections to existing system.

No later than forty-five (45) days after item 4 is delivered

6 Testing and Balancing Testing and Balancing of new HVAC system by an accredited TAB organization professional

No later than five (5) days after item 4 is completed.

Refer to submittal distribution matrix below. Provide deliverables in the type, quantity, and distribution as indicated therein. Verify addresses and delivery details prior to delivery of documents. Deliver any hardcopy deliverables to the provided addresses by overnight delivery service or hand delivery.

Electronic files may either be delivered via archive-able electronic media (DVD-ROM, CD-ROM) or via secure electronic file transfer protocol.

Item 35% IFC

Drawings Full Scale 1

Drawings 1/2 Scale 1

Specifications 1

Design Analysis 1 1

Calculations 1 1

Cut Sheets 1 1

Electronic Files on CD 1

11.0 Travel

Lake Isabella and the Kern River Ranger District Office is approximately one hour from Bakersfield, the nearest major city. The amount of travel to the location will be based on a number of factors as determined necessary by the contractor.

12.0 Security Requirements

None

13.0 Data Rights

The Contractor agrees to furnish the Government with Unlimited Rights in all technical data, computer software, and deliverables first produced or specifically created in the performance of this contract, as defined in FAR RFO 52.227-14.

This grants the Government the unrestricted right to use, modify, reproduce, release, or disclose this data.

14.0 Site Visit

Organized Site Visit Details:

• Date / Time: 13 August 2026, 0900 AM Pacific Time

• Address / bldg. #: 11380 Kernville Rd Kernville, CA 93238

FS personnel leading Site Visit Contact Info

• Title: Engineering Technician

• Name: Jason Holland

• Phone #: 559-306-3524

• Email: jason.holland@usda.gov

**NOTE** - COR shall not be contacted outside of information pertaining to the site visit. Emailing or calling COR outside of the site visit may result in your firm being removed from eligibility.

15.0 Attachments

• 95 pct_Isabella KWC_Specifications

• 95 pct Structural Dwgs

• 95 pct Site Electrical Dwgs

• 95 pct Mech-Elec-Plumbing Dwgs

• 95 pct Landscape Dwgs

• 95 pct Interior Design Dwgs

• 95 pct Civil Dwgs

• 95 pct Arch Dwgs