Sol_140P426Q0042_Attach__0001-SOW.pdf
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- REPLACE & MAINTAIN HVAC SYSTEMS
- Solicitation number
- 140P5426Q0042
About this file
This is a Statement of Work (SOW) for HVAC Systems Replacement and Service/Maintenance at Dry Tortugas National Park's Garden Key facility, issued by the National Park Service Interior Region 2 (South Atlantic/Gulf) Major Acquisition Buying Office with Project Management Information System (PMIS) number 353119A-E, dated August 2026.
The contractor shall furnish all qualified labor, supervision, tools, diagnostic equipment, replacement parts, materials, supplies, and transportation to maintain 23 existing mini-split HVAC systems in safe, reliable, and fully operational condition. The base contract period runs October 1, 2026 through September 30, 2027, with four option years extending through September 30, 2031. During the base year, the contractor must replace eight deficient HVAC systems while providing regularly scheduled maintenance, service, and repair for all 23 systems. In option year one, an additional eight systems shall be replaced while maintaining all 23 systems. In option years two through four, following replacement of all identified systems to high-efficiency units and the addition of one new system in Quarter Two, the contractor shall provide ongoing maintenance, service, and repair of 24 total systems. All work must begin no later than 30 days from contract award. Work may be performed 7:00 AM to 6:00 PM Eastern Standard Time, seven days per week. The contractor is responsible for all travel-related expenses, including mobilization, transportation, lodging, and meals, with transportation available via commercial ferry (Yankee Freedom III, approximately 2.5 hours each way) or seaplane (Key West Seaplane Adventures, approximately 45 minutes each way). Government-furnished storage is available at Garden Key, and park housing is available at $45 per person per night when requested at least 30 days in advance.
Replacement HVAC systems shall be Trane brand name or equal, compliant with Buy American Act requirements, Energy Star or higher efficiency rated, utilizing non-ozone depleting refrigerants, and equipped with manufacturer support and warranty. All systems must be commercial-quality ductless mini-split units suitable for high-humidity coastal marine environments with corrosion protection, include five-year manufacturer warranty (or longer if standard), and comply with ANSI/ASHRAE/ACCA Standard 180. Installation work is estimated at approximately 120 technician labor-hours per eight-unit replacement cycle (three technicians for five eight-hour workdays). Preventive maintenance shall be performed quarterly (minimum four times annually), bi-annually, and annually as cumulative requirements, including inspection and cleaning of coils, filters, electrical connections, refrigerant lines, condensate systems, and testing of controls and thermostats. The contractor must submit service reports within three business days of preventative maintenance and within one business day of emergency service calls. Repairs exceeding $5,000 per unit require park approval prior to parts purchase; repairs below $5,000 are included in fixed-price maintenance. Payment shall be made quarterly for work meeting or exceeding the Acceptable Quality Level (AQL), completed and accepted by the Government, covering the previous month's service, with payment processed through the government electronic payment system within up to 30 days. All personnel must be State of Florida or Federal certified, English-proficient, and legally authorized to work in the United States. The Contracting Officer's Representative (COR) is Tree Gottshall (Tree_Gottshall@nps.gov, 305-224-4256), and the work location is Fort Jefferson on Garden Key at coordinates 24.628736, -82.873176°.
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DRY TORTUGAS NATIONAL PARK
Statement of Work (SOW):
Heating, Ventilation, and Air Conditioning (HVAC) Systems Replacement and Service/Maintenance at Garden Key
PMIS: 353119A-E
DATED:
August 2026
NATIONAL PARK SERVICE
Interior Region 2: South Atlantic/Gulf
Major Acquisition Buying Office
STATEMENT OF WORK (SOW): HVAC Replacement and Service/Maintenance on Garden Key
STATEMENT OF WORK (SOW) FORMAT
1. Background
2. Objectives
3. Place of Performance
4. Period of Performance
5. Hours of Operation
6. Prework Conference
7. Contractor Representative
8. Personnel
9. General Scope
10. General Tasks
11. Deliverables
12. Government Furnished Property and Facilities
13. Contractor Furnished Property
14. Technical Specifications
15. Performance Requirements Standards
16. Inspection procedures
17. Acceptance
18. Safety
19. Fire Prevention and Conservation of Utilities
20. Security
21. Circumstances to be Reported
22. Lost and Found Property
23. Subcontracting
24. Travel
25. Special Material and Other Unique Requirements
26. Quality Assurance Requirement
27. Project Personnel
28. Appendix 1: Maps
29. Appendix 2: Acceptable Quality Level (AQL)
30. Appendix 3: Current HVAC Inventory
31. Appendix 4: HVAC System Replacement Schedule
1.0 BACKGROUND
Dry Tortugas National Park is located 68 miles from Key West, Florida, located in the Gulf of Mexico. The park is comprised mainly of open ocean and coral reefs with seven small islands of which two islands have facilities. Garden Key is home to Fort Jefferson and is the main point of visitation and park operations. There are no commercial services in the park such as restaurants, retail, or lodging.
The existing HVAC inventory, currently consisting of twenty-three (23) mini split systems, have surpassed their intended service life and are no longer functioning efficiently. The purpose of this requirement is to provide continuous preventive maintenance, corrective maintenance, repair, and technical support for the Park's HVAC systems while systematically replacing aging and deficient equipment during the Base Period and applicable option periods.
Under this contract, contractors will replace eight (8) deficient HVAC systems during the base year, while providing regularly scheduled maintenance, service, and repair for all twenty-three
(23) systems. In option year one (1), the contractor will replace an additional eight (8) systems while performing ongoing service, maintenance, and repair of all twenty-three (23) systems. In Option Year Two (2) through Option Year Four (4), following replacement of all identified systems to high-efficiency units of the same manufacturer as described herein, and including a new system in Quarters Two (2), the contractor will provide ongoing maintenance, service, and repair of twenty-four (24) systems throughout the duration of the contract to ensure optimal operations and reliability. The Contractor shall maintain all systems that remain operational during each contract period, including existing equipment awaiting scheduled replacement and newly installed replacement equipment.
Non-functional HVAC systems that cannot be repaired and require replacement out of sequence shall be replaced as described herein (see Section 14: Technical Specifications).
The National Park Service (NPS) is requesting to contract these duties out to a non-NPS contractor who would be responsible for completing these tasks. Services shall be provided in strict compliance with the terms, specifications, conditions, and provisions contained within this Statement of Work (SOW).
2.0 OBJECTIVES
The NPS seeks to hire a contractor to furnish all qualified labor, supervision, tools, diagnostic equipment, replacement parts, materials, supplies, transportation, and other resources necessary to maintain the HVAC systems in a safe, reliable, and fully operational condition, except for those items expressly identified as Government-furnished herein (see Section 12: Government Furnished Property).
3.0 PLACE OF PERFORMANCE
The work of this contract will take place at Fort Jefferson on Garden Key. Garden Key is accessible via seaplane, commercial ferry, or personal vessel.
24.628736, -82.873176°
See Appendix 1: Maps.
4.0 PERIOD OF PERFORMANCE
All tasks and deliverables must begin no later than thirty (30) days from contract award. Days listed herein refer to calendar days. The performance period of this contract will be twelve
(12) months for each year of the contract, October 1, through September 30, each year for up to five
(5) years, total – beginning during the work year 2026/2027 as the base year of the contract with additional option years 2027/2028, 2028/2029, 2029/2030, 2030/2031. In addition to the initial base year pricing, at the time of bid, offerors shall include pricing for four (4) option years.
4.1 If there are any schedule delays due to lead time of labor, materials, tools, equipment, or transportation, the Contracting Officer’s Representative (COR) should be notified immediately.
4.2 Dry Tortugas National Park is subject to seasonal Atlantic hurricane conditions from June to November. Contractor will be responsible for planning, scheduling, and executing any temporary closures or shutdowns of the work site due to severe weather, any time of the year, but particularly during the hurricane season. Evacuations and seasonal shutdowns may be required.
5.0 HOURS OF OPERATION
Work may be performed from 7:00 AM to 6:00 PM Eastern Standard Time [EST]), seven (7) days per week. Scheduled HVAC replacements and associated services shall be performed in a manner that minimizes impacts to residents and park operations.
6.0 PREWORK CONFERENCE
Prior to commencement of work, the Contractor shall arrange a meeting with the Contracting Officer (CO) to discuss the contract terms and work performance requirements. At this time, the Contractor shall designate, in writing, the name and phone number of the Contractor’s on-site representative/supervisor and their responsibilities.
7.0 CONTRACTOR REPRESENTATIVE
The Contractor’s representative or alternate shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The Contractor’s representative and alternate(s) must be able to read, write, speak, and understand English.
8.0 PERSONNEL
8.1 The Contractor shall employ personnel qualified and/or licensed and capable to perform replacement and service/maintenance of HVAC systems and will provide a list of personnel who will be on the premises and their work schedules.
8.2 All personnel providing services inside the buildings must be authorized to work in the United States and be proficient in reading, speaking, writing, and understanding English.
The Contractor shall ensure that all employees are legal residents of the United States, qualified, possess the State of Florida or Federal certifications for their industry, skills, knowledge, training and completion of required State of Florida or Federal continuing education requirements to maintain qualifications for their skill, and satisfactorily perform the services required by the contract.
8.3 If a license or certification is not required to perform the type of work assigned, the individual must have verifiable work experience not less than 3 years in duration.
8.4 Personnel providing services under this contract shall not be considered employees of the Government.
8.5 All employees assigned by the Contractor to perform work under this contract shall be physically able to do the assigned work during the entire period of the contract.
8.6 APPEARANCE OF PERSONNEL: The Contractor shall ensure that contract personnel always present a neat and professional appearance.
8.6.1 Contractor's personnel shall remain fully clothed at all times while performing under this contract. This includes shirts with sleeves (short or long), long pants, and shoes. Offensive pictures, sayings, tank tops, ripped tee shirts or jeans are strictly prohibited.
8.6.2 Employees must be neatly groomed and presentable (hair worn neatly and presentably, clean, and free of odors and dirt and stains, manicured with clean clothes and shoes, etc.).
8.7 UNIFORMS: The contractor and their subcontractors shall require all employees, including supervisors, to wear distinctive uniform clothing with the contractor’s name for ready identification.
8.7.1 At all times during contract performance contractor personnel will wear a shirt or vest with the company logo and name. Every employee is to be in uniform no later than ten working days from the date an employee first enters on duty. Uniforms shall be clean and neat in appearance and well maintained (free of visible dirt, stains, tears, rips, fraying, missing buttons etc., and shall be worn presentably – i.e. buttoned tucked-in if applicable, collars turned down and worn neatly).
8.7.2 The Government reserves the right to approve the uniform recommended by the Contractor.
8.8 CONDUCT OF PERSONNEL. Contractor personnel's conduct shall not reflect discredit upon the federal government. The Contractor shall remove any employee for any violations of law or National Park Service (NPS) regulation from the jobsite as determined by the Contracting Officer or Park law enforcement. The removal from the job site of such a person shall not relieve the Contractor of the requirement to provide sufficient personnel to perform adequate and timely service.
8.9 The Contractor shall not employ any person who is an employee of the United States Government if the employment of that person would create a conflict of interest.
9.0 GENERAL SCOPE
The contractor shall deliver the following service and provide a cost breakdown to include materials/equipment, labor, administration, mobilization, and other fees. In accordance with the terms and conditions herein, the prime contractor or their sub-contractors shall perform the work of this contract for the NPS.
The contractor and all sub-contractors shall:
9.1 Have an on-site superintendent/foreman present at all times while work is being performed; there will always be an English-speaking person in a position of authority at the job site.
9.2 Furnish all labor, materials, equipment, tools, supplies, and transportation needed to replace all identified HVAC systems and perform associated maintenance and repair services as described herein.
9.3 Provide cost estimating in conformity with the requirements herein.
9.4 Perform all work in accordance with applicable Occupational Safety and Health administration (OSHA) and codes and standards.
9.5 Possess proven experience and expertise inspecting, maintaining, testing, and replacing
HVAC systems.
9.6 Familiarize contracted and sub-contracted employees with existing systems, the components to be inspected, and critical Park systems to be maintained during inspections and testing.
9.7 Verify the quantity of materials needed to complete the task identified.
9.8 Maintain confidentiality: The information devolved herein is the property of the United
States Federal Government and shall be kept in strict confidence. All work generated by the contractor in the course of this task order will remain the property of the government and must be returned to the government before final payment.
9.9 Provide a worksite and environment that is safe for employees, park visitors, and NPS staff. If necessary, the work area will be cordoned off and secured.
9.10 Notify the COR of any schedule changes or delays.
9.11 Not install or display company signs on government property.
9.12 Eat and smoke in areas designated by the COR.
9.13 Always wear appropriate clothing and ensure all contracted staff and sub-contracted staff refrain from the use of profanity or inappropriate language within the earshot of visitors and employees.
9.14 Be knowledgeable of the site and required tasks and hazards prior to submitting a quote for the project.
10.0 GENERAL TASKS
Under this contract the contractor shall complete the following tasks and requirements:
10.1 Perform comprehensive on-site inspections of all HVAC systems, including both indoor and outdoor units, refrigerant lines, controls, electrical connections, thermostats and sensors, drainage systems, and mounting hardware, as described herein.
10.1.1 Provide a detailed report of findings and from the comprehensive on-site inspections as described in Section 14: Technical Specifications.
10.2 Replace HVAC systems and associated components as described herein and in accordance with American National Standards Institute (ANSI)/American Society of Heating and Air-Conditioning Engineers (ASHRAE)/Air Conditioning Contractors of America (ACCA) Standard 180 and Buy American requirements.
10.3 Inspect, test, service, repair, and maintain all HVAC systems, including newly installed HVAC units and existing systems as described herein and in accordance with ANSI/ASHRAE, and ACCA Standard 180.
10.3.1 Provide the Park with written inspection and testing reports for each installed system as described herein and in accordance with the industry standards, building code, and all Monroe County, state, and federal regulations.
10.3.2 For systems identified as needing repair, any needed repairs costing more than $5,000 per unit, including all necessary replacement parts, will require Park approval prior to purchase component replacement parts. See Section
14.41.3 for how repair work will be priced and paid.
10.3.3 Repair costs below $5,000 per unit, including all necessary replacement parts, are included in the fixed-price maintenance amount.
10.4 Legally dispose offsite all equipment, material and waste, including proper freon disposal, generated by the work of this contract unless otherwise directed by the COR.
10.5 Following each replacement and maintenance action, return the surrounding work site area to pre-work conditions.
11.0 DELIVERABLES
Before Notice to Proceed (NTP)
11.1 Provide a written narrative summary of how the contractor will execute the project within a timeline. The document will be referred to as the Garden Key HVAC Replacement and Service/Maintenance Timeline.
11.2 Provide a complete set of submittal samples at least one week prior to commencement of work.
11.3 After award of the contract and prior to work starting, the contractor will participate in a meeting to review the scope of the project, including where the work shall be conducted, the timing of the work, where the staging areas will be, tasks to be completed, and to verify existing utility locations, power circuits, breakers and existing conduit sizes. Project objectives, logistics, methods, equipment, staffing, scheduling, and regulations/guidance for working within the park will be discussed. The planning meeting should be attended by essential personnel from the contracting team.
11.3.1 SITE VISITS: Due to the remote location, specific site logistics, and challenging working conditions of any project at the Dry Tortugas, a site visit may be necessary at the Contractor’s discretion prior to submission of the proposal. Site visits can be used to collect or verify measurements and quantities, quantify materials, establish construction methods, and to have site familiarity. Site visits shall be organized by the COR assigned to the project under this SOW. The NPS reserves the right to limit pre-bid site visits to those which the CO or COR determines to be sufficient.
11.3.1..1 Site visits prior to award will not be reimbursable by the government.
11.4 Provide a safety plan as identified in Section 18: Safety to the Park at least ten (10) days prior to commencement of work and will be incorporated into the resultant contract.
11.5 Provide Safety Data Sheets (SDS) for all materials used: The list of materials shall include the name of the manufacturer, the brand name, and the intended purpose or use of each of the materials listed. A SDS for each product and material listed must also be provided.
11.6 Provide and keep current a written list of the names of all Contractor’s employees performing services under this contract and their work schedules.
11.7 Provide proof of insurance, Environmental Protection Agency (EPA) 608 Certification, and Class B State-certified HVAC contractor license (at a minimum).
11.8 Submit a schedule for services listed as “quarterly”, “semi-annual”, and “annual” work with dates to be performed. The Contractor must inform the Park of schedule changes at least one week in advance.
Invoices and Payments
11.9 Payment will be made quarterly for work meeting or exceeding the Acceptable Quality
Level (AQL), completed and accepted by the Government, covering the previous month’s service. Upon acceptance, the Government will pay quarterly the appropriate amount for the number of times of occurrence of the services. The cost for these services would be added together for the amount due for fully acceptable service.
Payment will be determined on the services and frequencies, less any deductions for any non-conforming or unacceptable performance.
11.10 The contractor shall supply a complete invoice to the COR in a timely manner for payment. Payment shall be made through the government electronic payment system and may take up to 30 days.
11.10.1 The contractor must use the United States Department of the Treasury’s Invoicing Processing Platform (IPP).
• The website address is https://www.ipp.gov.
11.10.1..1 The Contractor must use the IPP website to register, access, and use IPP for submitting requests for payment.
11.10.1..2 Assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email at ippgroup@bos.frb.org or by telephone at (766) 973- 3131.
Adjustments for Inadequate Performance
11.11 Routine inspection shall be performed to minimize work improperly performed.
Such inspections are designed only to assure that the NPS pays only for those services, which have been specified, and adequately competed by the contractor; and
11.12 In the event the contractor fails to successfully perform the required work, the NPS has the right to withhold partial payment.
Park Responsibilities and Point of Contact
11.13 The COR will be announced at the time the contract is awarded. The COR is responsible for:
11.13.1 Monitoring the vendor’s technical progress including the surveillance and assessment of performance and recommending to the Contracting Officer changes in requirements.
11.13.2 Performing technical evaluation as required.
11.13.3 Performing technical inspections and acceptances required by this contract.
11.13.4 Assisting in the resolution of technical problems encountered during performance.
11.13.5 Approving invoices.
12.0 GOVERNMENT FURNISHED PROPERTY AND FACILITIES
12.1 Storage will be available at Garden Key; Contractors shall plan to work directly with the park regarding availability.
12.2 Park housing will be made available to the Contractor when the Contractor requests housing at least 30 days in advance of arrival. Park housing is a shared living situation in a bunkhouse setting. Housing rates are $45/person/night to be paid to the Park at the https://www.ipp.gov/ mailto:ippgroup@bos.frb.org end of each month of occupation.
12.2.1 Installation: For Government estimating and workload planning purposes, replacement of eight (8) mini-split HVAC systems is estimated to require a crew of three (3) qualified HVAC technicians for approximately five (5) eight-hour workdays on-site, equivalent to approximately 120 technician labor-hours.
• The estimated effort includes removal of existing indoor and outdoor units; installation of replacement equipment; connection or modification of existing refrigerant piping, condensate drainage, electrical connections, and controls as necessary for a like-for-like replacement; evacuation, pressure and leak testing; refrigerant charging as required; startup and commissioning; operational testing;
cleanup; and preparation of required installation and service documentation.
• This estimate assumes existing electrical service, mounting locations, refrigerant-line routes, and other supporting infrastructure are suitable for reuse and that no significant unforeseen conditions are encountered. Major electrical upgrades, structural modifications, extensive replacement of refrigerant piping, hazardous-material abatement, or other substantial corrective work shall be considered outside this estimate.
12.2.2 Service/Preventative Maintenance: For Government estimating and workload planning purposes, routine preventive maintenance of the 23 mini-split HVAC systems is estimated to require a two-person HVAC technician crew for approximately three (3) eight-hour workdays per scheduled maintenance visit, equivalent to approximately 48 technician labor-hours.
This estimate assumes routine inspection, cleaning, testing, servicing, minor adjustments, and maintenance documentation and does not include significant corrective repairs, equipment replacement, or other work requiring separate authorization. Mobilization and transportation to and from Dry Tortugas National Park shall be accounted for separately from on-site preventive maintenance labor.
12.2.3 Telephone/Internet: The internet provided to transient quarters in the park is very limited, with capability for texting and browsing webpages. Very strict usage rules apply as it is a community system.
12.2.4 No government-provided phone service will be available to the contractor.
12.2.5 Contractor will be responsible for all telecommunications needs and systems beyond the capabilities of what is provided currently by the NPS. This must be heavily coordinated with the designated CO as options for phone and internet are severely limited on Garden Key.
12.3 Housing and storage are not guaranteed; the Contractor must prepare prices assuming that Government housing, storage, and transportation by NPS-vessel may not be available. (See section 24.2.1 for more on NPS-vessel transport of equipment and supplies).
13.0 CONTRACTOR FURNISHED PROPERTY
13.1 EQUIPMENT: The Contractor shall furnish all equipment and materials necessary:
13.1.1 Equipment furnished by the Contractor shall be of commercial grade and of the size and type customarily used in high quality work of this kind.
13.1.2 All equipment brought on to the premises is subject to the approval of the
COR.
13.1.3 Equipment deemed, by the COR, to be of improper type, design, or hazardous shall be removed from the premises and replaced with satisfactory equipment.
13.1.4 All electrical equipment used by the Contractor shall meet all safety requirements of this contract and must operate using existing building circuits.
13.2 SUPPLIES/MATERIALS: The Contractor shall furnish all products and materials necessary to perform the tasks specified in this contract.
13.2.1 The Contractor shall not use any materials which the COR determines to be unsuitable for the work or harmful to the surfaces it is intended to be applied.
This does not relieve the Contractor of any damages resulting from the application of such materials.
13.2.2 All supplies and materials brought on the premises is subject to the approval of the COR.
13.2.3 The Contractor shall not use any materials which the COR determines does not meet the requirements established by applicable Federal specifications and standards.
13.2.4 Safety Data Sheets (SDS) are required for all products used to perform the tasks specified in this contract.
13.3 BIOBASED PRODUCTS: The Contractor shall utilize products and materials made from biobased materials to the maximum extent possible without jeopardizing the intended end use or detracting from the overall quality delivered to the end user.
13.3.1 All supplies and materials shall be of a type and quantity that conform to applicable Federal specifications and standards, and to the extent feasible and reasonable, include the exclusive use of bio-based products.
13.3.2 The Contractor shall utilize the greatest number of bio-based products available that meet applicable health and environment specifications. All supplies and materials to be used in the performance of work under this contract are subject to the approval of the COR.
13.3.3 Products used for purposes of this contract shall comply with United States Department of Agriculture (USDA) requirements for bio-preferred cleaning products. Substitutions and equals shall be as stated under the requirements located at https://www.biopreferred.gov/BioPreferred/.
• See the website provided above for more information regarding the
USDA Affirmative Procurement Program.
13.3.4 The following is a list of categories for products that may be required for performance of HVAC maintenance duties. Each product submitted for use under this contract must be identified with at least one of these categories (some products may be listed under more than one category). Labeling shall be printed on all containers:
• Refrigerant
• Sealing and insulation
• Coil cleaners
• Drain line cleaner
• Condensate drain line cleaners https://www.biopreferred.gov/BioPreferred/
• Lubricants
• Corrosion inhibitors and protective coatings
• Airflow and filtration products
14.0 TECHNICAL SPECIFICATIONS
The HVAC contractor will conduct an onsite assessment of all parkwide systems. After confirming all system locations, understanding unit layouts, and reviewing unit access logistics with the COR prior to mobilization, the contractor will proceed with replacement. Throughout the project, the contractor is responsible for protecting all accessed areas, both interior and exterior, including safeguarding interior flooring, walls, and finishes during air handler replacement using drop cloths and temporary containment. The contractor will be held accountable for any damage to interior or exterior areas incurred during the course of the project.
ANNUAL ASSESSMENT AND INSPECTION
14.1 The Contractor shall perform a comprehensive on-site inspection of all HVAC systems and components listed in Appendix 3.
14.2 Provide a detailed report of findings from the comprehensive on-site inspections.
Include, at a minimum:
14.2.1 Updated inventory;
14.2.2 Each unit’s location;
14.2.3 Date of inspection;
14.2.4 Name of inspector;
14.2.5 Make/model/serial number;
14.2.6 Overall condition rating (good/fair/poor/failed);
14.2.7 Key findings: Observed issues/immediate concerns;
14.2.8 Recommended actions (repair, replace, monitor);
14.2.9 Cost estimate for repair/replacement of systems or components;
14.2.10 Labeled photos of equipment, deficiencies, typical conditions, cross-referenced to report sections.
14.3 Identify units that are beyond expected useful life, operating with degraded performance, have mold, or corrosion or potential safety concerns.
14.4 Annual assessments and final inventory shall be submitted to the COR within 60 days of each contract period.
MAINTENANCE AND SERVICE REPORTS
14.5 The Contractor shall document all preventative maintenance, corrective maintenance, repairs, and service calls for all HVAC systems and components listed in Appendix 3.
14.6 Each service report shall identify, at a minimum:
14.6.1 Facility and equipment location;
14.6.2 Manufacturer;
14.6.3 Make/Model/Serial number;
14.6.4 Date the service request was received;
14.6.5 Date service was performed;
14.6.6 Reported problem or purpose of visit;
14.6.7 Diagnostic findings;
14.6.8 Maintenance and repairs performed;
14.6.9 Parts and materials replaced;
14.6.10 Applicable operating measurements;
14.6.11 Corrosion or deterioration observed;
14.6.12 Outstanding deficiencies;
14.6.13 Recommended repairs or replacement;
14.6.14 Photographs of significant deficiencies when requested by the COR; and
14.6.15 Operational status of the system upon completion of service.
14.7 The Contractor shall promptly advise the COR of any condition that may result in equipment failure, damage to Government property, excessive energy consumption, refrigerant loss, electrical hazards, or the need for major repair or replacement.
14.8 Service reports are to be submitted to the COR within three (3) business days after scheduled preventative maintenance and withing one business day after an emergency service call.
REMOVAL OF EXISTING SYSTEMS
14.9 Conduct pre-removal assessment
14.9.1 Inspect existing HVAC equipment, electrical connections, refrigerant lines, and mounting conditions.
14.9.2 Verify system type, age, accessibility, and any code‑related considerations.
14.10 Disconnect electrical power to all HVAC components at the main service panel.
14.11 Recover refrigerant as per EPA requirements using certified equipment and personnel to properly recover and document all refrigerant from the system.
14.12 Disconnect electrical and control wiring and associated components.
14.13 Disconnect refrigerant line sets from indoor and outdoor units- capping and sealing to prevent to prevent contamination.
14.14 Remove condensate drain components, inspecting for water damage to units and reporting damage, if noted.
14.15 Properly dispose of all removed HVAC components, line sets and associated hardware in accordance with local, state, and federal guidelines at an offsite location. Disposal documentation, including manifests for refrigerant recovery and electronic waste shall be submitted to the COR. Contractors are prohibited from utilizing onsite dumpsters for disposal and should coordinate closely with Park Facility staff regarding staging of debris for disposal.
14.16 Cap and protect all mechanical openings and electrical circuits during interim period, if applicable.
INSTALLATION OF NEW UNITS
14.17 Provide all equipment, materials, tools, transportation and qualified labor for full installation of the entire replacement system. Install HVAC units as per the specifications below:
• Buy American Act approved manufacturer
• Energy Star or higher efficiency rating
• Use of non-ozone depleting refrigerants
• Systems with manufacturer support and manufacturer warranty available in South Florida
• All exterior HVAC condenser units and components must be treated with coastal/marine corrosion protection
• Units must meet the specific needs of Dry Tortugas National Park, ensuring efficient operation, proper airflow, and refrigerant balance.
14.18 Replacement Equipment – Trane Brand Name or Equal: All replacement HVAC systems furnished under this contract shall be Trane brand name or equal. Any product offered as an equal shall meet or exceed the salient physical, functional, performance, environmental, and warranty characteristics of the specified equipment.
14.19 To promote standardization, simplify maintenance and troubleshooting, improve parts availability, reduce lifecycle support requirements, and facilitate service at the remote Dry Tortugas National Park location, all replacement HVAC systems furnished under this contract shall be from the same manufacturer and compatible product family, unless otherwise approved in writing by the Contracting Officer.
14.20 At a minimum, replacement systems shall:
14.20.1 Be commercial-quality ductless mini-split systems appropriate for the facility and application;
14.20.2 Meet the required heating and cooling capacities;
14.20.3 Meet or exceed the required SEER2, EER2, or other applicable efficiency requirements;
14.20.4 Be compatible with existing electrical service at the applicable facility;
14.20.5 Be suitable for continuous operation in a high-humidity, salt-air coastal environment;
14.20.6 Incorporate manufacturer-provided corrosion protection appropriate for marine environments;
14.20.7 Use refrigerant permitted under applicable Federal requirements;
14.20.8 Include compatible controls, thermostats, mounting components, condensate components, line-set materials, electrical accessories, and other components necessary for a complete installation;
14.20.9 Be supported by manufacturer-authorized replacement parts and technical support within the United States;
14.20.10 Include the manufacturer's standard commercial warranty or a warranty equal to or better than that provided with the referenced Trane equipment; and
14.20.11 Comply with applicable Federal domestic-preference requirements.
14.21 An offeror proposing an equal product shall provide sufficient manufacturer literature and technical documentation with its quotation to demonstrate that the proposed equipment meets or exceeds the required salient characteristics.
14.22 Buy American Requirements: This acquisition is a commercial services requirement involving the furnishing of replacement HVAC equipment and supplies. All HVAC systems, equipment, materials, components, and supplies furnished under this contract shall comply with the applicable domestic-preference requirements of FAR Part 25 and the Buy American provisions and clauses incorporated into the solicitation and resulting contract.
14.22.1 The Contractor shall identify, as requested by the Contracting Officer, the manufacturer, model number, country of manufacture, and country of origin of replacement HVAC systems furnished under the contract.
• The Contractor shall provide documentation sufficient to demonstrate compliance with applicable Buy American requirements upon request by the Contracting Officer.
14.22.2 Any foreign end product proposed by the Contractor shall be clearly identified in the Contractor's quotation and shall be subject to the evaluation procedures, exceptions, and requirements of the applicable FAR provisions and clauses incorporated into the solicitation.
14.22.3 Nothing in this section authorizes the Contractor to furnish a noncompliant foreign end product without Government evaluation and authorization in accordance with the applicable contract terms.
14.23 Warranty and Newly Installed Equipment: All newly installed HVAC systems shall be registered for the applicable manufacturer's warranty when registration is required to obtain full warranty coverage.
14.23.1 The Contractor shall provide the COR with warranty documentation, equipment model numbers, serial numbers, warranty effective dates, and manufacturer registration information following installation.
14.23.2 During the warranty period, the Contractor shall coordinate warranty repairs and manufacturer support as necessary and shall not charge the Government for repairs, parts, or services covered by the manufacturer's warranty except where expressly authorized by the Contracting Officer.
14.23.3 New equipment installed during the Base Period or an option period shall immediately become part of the inventory covered by the Contractor's ongoing preventive and corrective maintenance responsibilities.
14.24 Prepare installation areas, leveling areas for indoor and outdoor use. Verify proper mounting surfaces and required clearance.
14.25 Mount condensers on Parade Ground level on existing or newly lain concrete pads using an elevated condenser stands to ensure 24” minimum clearance above finished grade.
Condenser stands shall be corrosion- resistant, capable of supporting 250% of equipment weight and anchored to the pad using stainless steel expansion bolts.
14.25.1 All components, including air handlers and condensers, should be mounted securely—condensers on corrosion-resistant stands with a minimum clearance above grade, and air handlers on anti-vibration brackets or pads with integrated drain pans and overflow shutoff switches.
14.26 Provide and install new outdoor-rated fused electrical disconnects (non-fusible or fused as required by equipment) and new flexible liquid-tight whips for each condenser unit, conforming to National Electrical Code (NEC) 440.14 and UL-listed for HVAC use.
14.27 Pressure test all systems to 300 PSI nitrogen hold, complete deep vacuum and charge per manufacturer specifications.
14.28 Proper drainage for condensate lines must be ensured, and corrosion inhibitors applied to outdoor equipment.
14.29 Provide new digital thermostats compatible with HVAC setup; include COR review before final installation.
14.30 Install new condensate lines where needed and ensure proper drainage with ¼” per foot minimum slope, discharging per code.
14.31 Apply corrosion inhibitor spray to all installed condensing units.
14.32 All power connections shall meet NEC 2023 and grounding/bonding must be verified and documented.
14.33 Commission all systems per Air Conditioning Contractors of America (ACCA)
Manual S and Manual D guidelines; confirm full functionality, airflow and refrigerant balance.
14.34 Submit Operation and Maintenance (O&M) Manuals, warranty documentation, and digital startup logs to COR:
14.35 Warranty Requirements:
14.35.1 Contractor Workmanship and Installation Warranty. The Contractor shall warrant all workmanship and installation performed under this contract for a minimum period of one (1) year from the date of Government acceptance of the completed installation. The warranty shall cover defects resulting from improper installation, workmanship, connections, adjustments, startup, or commissioning. During the warranty period, the Contractor shall, at no additional cost to the Government, provide all labor, travel, transportation, equipment, materials, and other resources necessary to correct deficiencies attributable to the Contractor’s workmanship or installation. Corrective work performed under this warranty shall not result in additional service-call, mobilization, or travel charges to the Government.
14.35.2 Manufacturer Equipment Warranty. All new HVAC equipment furnished under this contract shall include a manufacturer’s warranty of not less than five (5) years covering parts and equipment defects. Where the manufacturer provides a standard warranty exceeding five years, the Contractor shall provide the Government the full standard manufacturer warranty at no additional cost. The Contractor shall complete all manufacturer-required equipment registration and other actions necessary to obtain the maximum standard warranty available for the installed equipment.
14.35.3 Warranty Documentation. Upon completion and prior to final acceptance, the Contractor shall provide the Government with manufacturer warranty certificates, equipment model and serial numbers, registration confirmations, warranty effective and expiration dates, and applicable warranty terms and procedures.
14.35.4 Warranty Coordination. The Contractor shall coordinate and administer warranty claims associated with equipment installed under this contract during the Contractor’s workmanship warranty period. Manufacturer warranty coverage shall not relieve the Contractor of responsibility for defects resulting from improper installation or workmanship.
14.35.5 Replacement Parts. Parts or components replaced under warranty shall be new and compatible with the installed equipment and shall not reduce or otherwise adversely affect the remaining manufacturer warranty.
14.35.6 Warranty Commencement. Contractor workmanship and manufacturer warranty periods shall commence upon Government acceptance of the applicable completed HVAC installation, except where the manufacturer provides a more favorable warranty commencement date or longer coverage period.
14.36 HVAC system replacement will not involve electrical and/or plumbing modifications beyond routine HVAC connections.
HVAC SYSTEM SERVICE AND MAINTENANCE
The contractor will provide air conditioning service, maintenance, and repairs on Garden Key as aligned with industry standards and manufacturer guidelines. HVAC inventory of Garden Key consists of twenty-three (23) Mini-split type systems in Base Year and Option
Year 1, and twenty-four (24) mini-split systems in ≈Option Year 2 and beyond; see Appendix 3: DRTO HVAC Inventory.
14.37 MAINTENANCE FREQUENCY AND CUMULATIVE REQUIREMENTS
14.37.1 Preventive maintenance requirements identified as quarterly, bi-annual, and annual are cumulative. When multiple scheduled maintenance intervals coincide, the Contractor shall perform all requirements applicable to each interval during the same scheduled service visit. For example, when an annual maintenance service coincides with a quarterly and/or bi-annual service, the Contractor shall perform all annual requirements in addition to all applicable quarterly and bi-annual requirements.
• Identical maintenance tasks appearing under more than one maintenance interval need only be performed once during the coinciding service visit, provided the task is performed in accordance with the most comprehensive requirement applicable to that interval.
• The Contractor shall document completion of all applicable quarterly, bi-annual, and annual maintenance requirements on the service report or preventive maintenance checklist for each HVAC system.
14.38 QUARTERLY SERVICE
Preventative Maintenance
The Contractor shall perform scheduled preventive maintenance on each HVAC system covered by the contract a minimum of four (4) times during each 12-month contract period, approximately once every three months. At least one preventative maintenance visit during each contract year shall constitute a comprehensive annual inspection and cleaning.
Because Dry Tortugas National Park is located in a severe coastal and marine environment, particular attention shall be given to corrosion, salt accumulation, exposed electrical components, outdoor coils, fasteners, mounting assemblies, refrigerant lines, and protective coatings.
Preventive maintenance shall be performed in accordance with the applicable manufacturer's recommendations and accepted commercial practices. Preventive maintenance shall include, at a minimum:
• Inspecting, cleaning, servicing, and replacing filters as required;
• Cleaning indoor evaporator and outdoor condenser coils;
• Removing accumulated salt, dirt, vegetation, and other contaminants from outdoor equipment;
• Inspecting equipment for corrosion and deterioration associated with the high-humidity, salt-air marine environment;
• Inspecting and cleaning blower assemblies, fan wheels, fan motors, and condenser fans;
• Inspecting and cleaning condensate pans, pumps, drains, and drain lines;
• Inspecting refrigerant piping, fittings, insulation, and line sets;
• Checking for evidence of refrigerant leakage;
• Checking operating temperatures, pressures, and other applicable system measurements;
• Verifying appropriate supply and return-air temperature differentials;
• Inspecting accessible electrical connections, wiring, disconnects, contactors, capacitors, and electrical components;
• Checking operating voltage and amperage as applicable;
• Testing thermostats, remote controls, sensors, and system controls;
• Testing cooling and heating functions, as applicable;
• Inspecting brackets, pads, anchors, supports, and vibration-control devices;
• Inspecting wall penetrations, weather seals, and exposed line-set protection;
• Checking for unusual noise, vibration, leakage, or other abnormal operating conditions;
• Identifying deficiencies that may require corrective maintenance or future replacement; and
• Verifying proper system operation upon completion of maintenance.
QUARTERLY SERVICE
14.38.1 Inspect overall system operation. Check for unusual noises, vibrations, or odors.
14.38.2 Verify calibration and test setpoints.
14.38.3 Inspect all interior heads and lines visible leaks or damage.
14.38.4 AHUs AND SYSTEM COMPONENTS
• Inspect belts for wear/tension; adjust or replace as needed.
• Lubricate bearings and moving parts (if not permanently sealed).
• Inspect motor amperage draw vs nameplate data.
• Inspect and clean condensate pans and drain lines. Maintain all condensate lines that they are free of stoppage.
14.38.5 FILTERS AND AIR QUALITY
• Replace air conditioning filters in all air handlers.
• Clean filters in mini splits type units.
• Check outdoor air dampers for correct position and function.
14.38.6 COOLING COMPONENTS
• Check refrigerant site glass (if accessible) for bubbles or oil.
• Inspect coils for visible dirt or corrosion (evaporator and condenser).
• Ensure condenser fans are clean and balanced.
• Confirm temperature differential across coil (delta-T).
14.38.7 ELECTRICAL AND CONTROLS
• Check control panel for secure wiring and signs of overheating.
• Inspect contactors, capacitors, and relays.
• Test safety switches and float switches.
14.38.8 DRAINAGE AND HUMIDITY
• Flush condensate drain lines with approved cleaner.
14.38.9 DOCUMENTATION
• Log filter change dates, amperage readings, and delta-T values.
• Report anomalies (e.g., compressor short-cycling, tripped breakers, etc.)
• Submit quarterly service report to COR.
14.39 BI-ANNUAL SERVICE (TWICE PER YEAR)
14.39.1 Perform a full operational test.
14.39.2 Inspect and calibrate programmable schedules.
14.39.3 AHUs
• Inspect and tighten fan belts; replace worn belts.
• Lubricate all moving parts (bearings, motors, dampers) unless sealed.
• Clean blower fans and inspect wheel balance.
• Check fan motor amperage and voltage.
14.39.4 FILTER AND COIL MAINTENANCE
• Clean and/or change filters in the AHU.
• Inspect and clean evaporator and condenser coils.
• Check return and supply vents and grilles.
14.39.5 CONDENSATE AND DRAINAGE
• Flush and test condensate drain lines and traps.
• Clean drain pan; Inspect coils and clean debris from outdoor units.
• Verify compressor operation and temperature differential (delta-T).
14.39.6 ELECTRICAL AND CONTROLS
• Inspect all electrical panels and tighten terminal connections.
• Test safety devices: high/low pressure switches, limit switches.
• Check capacitors, contactors, and relays for wear and pitting.
• Confirm emergency shut-off switches are functioning.
14.39.7 DOCUMENTATION AND REPORTING
• Record motor amperage, refrigerant levels, and temperature splits.
• Log completed preventative maintenance.
• Report deficiencies needing follow-up (e.g., compressor issues, failing sensors).
• Update services records with inspection date, technician name, and findings.
14.40 ANNUAL SERVICE
14.40.1 Conduct a comprehensive performance evaluation of all HVAC equipment.
14.40.2 Inspect overall system integration.
14.40.3 Perform airflow testing and balancing to verify proper distribution.
14.40.4 Evaluate condition of system components for replacement needs.
14.40.5 AHUs
• Remove and inspect blower assembly and housing.
• Deep clean and inspect blower motors and fan wheels.
• Inspect and torque all motor mounts, pulleys, and housing fasteners.
• Perform vibration analysis (if applicable) to detect bearing or motor wear.
• Clean evaporator coils from all air handlers.
• Service and clean all condensing units
14.40.6 COIL CLEANING
• Deep clean evaporator and condenser coils with appropriate chemical cleaners approved by the COR.
14.40.7 COOLING EQUIPMENT MAINTENANCE
• Verify refrigerant charge levels and adjust per manufacturer specs (licensed technician required).
• Pressure test system for leaks if refrigerant loss is suspected.
• Inspect condition on condensers and contactors for wear or overheating.
• Calibrate and test all temperature sensors and safety switches.
14.40.8 CONDENSATE AND DRAINAGE SYSTEM
• Inspect and clean condensate pans, drains, and traps thoroughly.
• Test float switches and drain pumps for reliable operation.
• Verify proper slope and routing of all drain piping.
14.40.9 ELECTRICAL SYSTEMS
• Inspect and torque all electrical terminals and connections.
• Test capacitors, relays, and transformers for degradation.
• Clean and vacuum inside electrical panels.
14.40.10 CONTROLS AND BUILDING AUTOMATION
• Calibrate thermostats, sensors, and damper actuators.
• Test all alarms and overrides for functional accuracy.
• Update software/firmware if required.
14.40.11 DOCUMENTATION AND REPORTING
• Update HVAC maintenance records in log.
• Log all readings, deficiencies, completed work and recommendations.
ROUTINE/NON-EMERGENCY REPAIRS AND/OR OUT-OF-SEQUENCE
EQUIPMENT REPLACEMENT
14.41 If, during the contract period, an HVAC system(s) experiences a failure requiring repair or replacement, the Contractor shall be notified by the Park within 48 hours of failure and the Contractor will perform the necessary repairs or complete the replacement during the next scheduled quarterly service visit. All corrective actions shall restore the system to proper operating condition in accordance with manufacturer specifications and applicable codes and standards.
14.41.1 The Contractor shall provide a single telephone number and email address for submission of unscheduled HVAC service requests. The Contractor shall maintain the capability to receive and respond to service requests throughout the period of performance.
14.41.2 If an existing HVAC system scheduled for replacement during a future contract period becomes nonfunctional or experiences a major failure before its scheduled replacement date, the Contractor shall inspect and diagnose the unit and provide the Contracting Officer's Representative (COR) with a written assessment.
14.41.3 The assessment shall identify the cause of failure, required repairs, estimated repair costs, availability of replacement parts, remaining anticipated useful life, and the Contractor's recommendation regarding repair or replacement.
14.41.4 If the Contractor determines that repair is not technically or economically reasonable, the Contractor shall recommend replacement. No out-of-sequence equipment replacement shall be performed without prior written authorization from the Contracting Officer.
14.41.5 Unless otherwise directed by the Contracting Officer, an approved out-of-sequence replacement shall be credited toward the total number of systems scheduled for replacement under the contract so that the Government does not pay twice for replacement of the same system.
• HVAC repairs shall be performed only upon authorization by the
Contracting Officer or authorized representative and shall be priced in accordance with the Contractor’s approved labor rates, material and equipment costs, and any applicable contract-established markups; payment shall be made only for authorized, satisfactorily completed, and properly documented work in accordance with the terms and conditions of the contract.
14.41.6 HVAC repair work shall be priced and paid in accordance with the following requirements:
• Prior Authorization. Except for emergency work specifically authorized under the contract, the Contractor shall not perform repairs outside the established…
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