US Department of Agriculture (USDA)

Forest Service

Southern Research Station

Statement of Work

Laboratory (Site ID #02) HVAC Replacement Santee Experimental Forest

3734 SC-402

Cordesville, SC 29434

Contents General Information

1.0 Scope of Work

2.0 Background

Contractor Requirements

3.0 Technical Requirements/Tasks

3.1 HVAC Equipment Replacement

4.0 Materials

4.1 HVAC Equipment Replacement

5.0 Submittals

6.0 Government Furnished

7.0 Travel

8.0 Contractor’s Key Personnel

9.0 Government’s Key Personnel

10.0 Schedule

11.0 Security Requirements

12.0 Clean Up/Disposal

13.0 Data Rights

14.0 Section 508 – Electronic and Information Technology Standards Attachment

Project Santee Experimental Forest Laboratory (Site ID #02) HVAC Replacement

General Information

1.0 Scope of Work

• The Government requires the replacement of an existing 3-ton packaged heat pump system with a new, high-efficiency ENERGY STAR-certified unit that also satisfies FEMP federal purchasing requirements for energy-consuming products.

• The unit serves the Laboratory at the Santee Experimental Forest located at 3734 SC-402, Cordesville, SC 29434 (33.136543, -79.816041) https://maps.app.goo.gl/BwsJDgTcSUj3JfbD7

2.0 Background

A heat pump (HP3) serving a portion of the 2480 GSF LAB building at the Santee Experimental Forest has failed and requires replacement. See Figures 1 and 2 for more information.

No potentially hazardous materials are expected to be encountered during the execution of work under this Scope of Work.

Should the contractor encounter any additional suspected hazardous materials, stop work and contact COR immediately.

Contractor Requirements

3.0 Technical Requirements/Tasks

3.1 HVAC Equipment Replacement

Contractor shall furnish all labor, materials, equipment, tools, supervision, and incidentals to:

1. Demolition & Recovery o Lockout/tagout; recover refrigerant per EPA rules; disconnect and remove the existing packaged unit, thermostat, and related wiring/condensate; dispose of materials per environmental rules.

2. Installation o Provide and install one (1) new 3-ton ENERGY STAR-certified single packaged heat pump unit sized to existing ducts and electrical service; equipment must meet Section 3 efficiency requirements.

o Electrical: new non-fused disconnect (as required), whips, OCPD verification, labeling; outdoor unit base/pad/anchorage per code and site conditions.

o Controls: install new programmable thermostat; integrate low-voltage wiring; verify staging/defrost/back-up heat (if present).

o All equipment shall be installed per AHRI/ASHRAE best practices to preserve rated SEER2/HSPF2 performance o Condensate management: proper trap, slope, cleanout; safety float switch; route to approved location;

weather-seal penetrations; restore finishes.

3. Commissioning & Verification o Start-up per manufacturer; verify airflow (CFM), external static, supply/return temps, and refrigerant performance; functional test heating/cooling, defrost and controls; document measured data.

4. Training & Turnover o Provide owner training on thermostat, operation, and routine maintenance; deliver O&M, warranty certificates, and as-built routing for line set and electrical one-line.

4.0 Materials

4.1 HVAC Equipment Replacement

Packaged Air Source Heat Pump: Energy Star or FEMP Designated Product, Thermostat: 7 day programmable; Energy Star or FEMP-Designated Product Equipment Pad: 3” minimum thickness, precast or cast-in-place concrete Equipment Risers: Installer’s choice, must be able to support equipment weight and prevent slipping and minimize vibration during operation of the unit.

https://maps.app.goo.gl/BwsJDgTcSUj3JfbD7

Federal Efficient Purchasing Requirements: Agencies must procure ENERGY STAR-certified or FEMP-designated products (42 U.S.C. § 8259b; FAR Part 23) unless written exceptions are justified;

products may be presumed life-cycle cost-effective (10 CFR Part 436, Subpart C). 5 6

• Efficiency Baselines: Post-2023 SEER2/HSPF2 national minimums apply; residential split heat pumps must meet ≥14.3 SEER2 and ≥7.5 HSPF2. Regional installation compliance (including the Southeast) is required.

ENERGY STAR Energy Efficient Products | Products | ENERGY STAR https://www.energystar.gov/products Search for Energy-Efficient Products | Department of Energy:

https://www.energy.gov/eere/femp/search-energy-efficient-products

5.0 Submittals

Submit the requested information for the following material for approval prior to incorporation into the work. Allow 10 working days for review/approval.

• Air Source Heat Pump product data

• Thermostat product data

Submit the requested information for the following to be incorporated into the project file prior to submission of the final project invoice.

• EPA Section 608 technician credentials and refrigerant recovery logs.

• Commissioning Report (startup checklist, measured performance)

• As-Built documentation.

• Documentation of registration and enrollment necessary to activate manufacturer’s standard warranty on all new equipment.

6.0 Government Furnished

Access to the work site during normal business hours (0730-1700 M-F, excluding Federal Holidays) Parking and storage areas in the vicinity of the work area. Coordinate final locations with SPOC.

120V power supply in the vicinity of the work area. Contractor shall provide any required extension cords Potable water supply in the vicinity of the work area. Contractor shall provide any required hoses.

Access to public restrooms

7.0 Travel

Travel costs associated with the work shall be included in the overall fixed price provided in response to this SOW.

8.0 Contractor’s Key Personnel

Contractor’s Key Personnel and associated key duties are noted below. Any proposed changes to Key Personnel shall be approved by the COR prior to implementation.

Site Superintendent – Contractor’s onsite representative, directly involved in oversight of all work throughout the duration of the project and having the knowledge and authority to coordinate project-related decisions with the COR.

Installing Contractor shall be appropriately licensed; technicians EPA 608-certified; follow OSHA safety requirements and manufacturer instructions.

9.0 Government’s Key Personnel

Contracting Officer (CO): Chad Schmele chad.schmele@usda.gov Contracting Officer’s Representative (COR): Jason Anderson, Jason.L.anderson@usda.gov, 828-712-1923 Site Point of Contact (SPOC): TBD

10.0 Schedule

The Contractor shall begin performance within 30 calendar days and complete it within 60 calendar days after receiving authorization to begin work from the Contracting Officer.

https://www.energystar.gov/products https://www.energy.gov/eere/femp/search-energy-efficient-products mailto:chad.schmele@usda.gov mailto:Jason.L.anderson@usda.gov

11.0 Security Requirements

Contractor’s employees and subcontractors are required to check in with the site point of contact every day prior to beginning work. The SPOC will coordinate daily requirements for sign in and provide access to work areas as needed.

12.0 Clean Up/Disposal

Contractor shall provide daily removal of work-related debris and trash from the building to the disposal location.

Contractor shall provide final cleaning to restore workspace to original condition or better.

Onsite Dumpster is NOT available for use by the Contractor.

The Contractor is encouraged divert as much material as possible from disposal in a solid waste landfill by utilizing salvage businesses for the recyclable content generated from the work.

13.0 Data Rights

N/A

14.0 Section 508 – Electronic and Information Technology Standards N/A

Figure 1 - Schedule indicating design information for existing HP3

Figure 2 - Mechanical Plan

Figure 3 - Existing HP3 Thermostat

Figure 4 - Existing HP3 package unit

Figure 5 - Existing HP3 Nameplate Data

Figure 6 - HP3 package unit interior

Attachment