A2_23__PWS_DRAFT_FOR_ELEVATOR_MAINT_AT_NCAO_1.pdf

PERFORMANCE WORK STATEMENT

for

NCAO ELEVATOR MAINTENANCE AND SERVICE

1. OBJECTIVE

The objective of this contract is to acquire contractor services for maintenance and service of eight vertical lifts for the Bureau of Reclamation’s (BOR) Northern California Area Office

(NCAO).

2. BACKGROUND

The NCAO operates and maintains numerous dams and powerplants along with an office building and visitors center which also has office spaces. Many of these facilities have elevators requiring routine maintenance and service along with periodic inspection and testing.

The need is to have an elevator mechanics available to perform preventative maintenance, corrective maintenance, service calls for elevator malfunctions and support third party elevator inspectors for inspections. The contract also requires that the mechanic be available on short notice to free anyone captured by the elevator should there be a malfunction.

3. REFERENCES

Compliance with the requirements contained in the following list of documents is required in the performance of this contract:

Number Title and Edition Date Source

1 Facilities, Instructions, Standards, and Techniques Volume 2-10:

Maintenance, Inspection, and Testing of Electric and Hydraulic Elevators

May 2024 United States Bureau of Reclamation

2 Installation, Operation and Maintenance

Imperial Electric

3 ASME A17.1 – Safety Code for Elevators and Escalators

Most current version

The American Society of Mechanical Engineers

4 ASME A17.2 – Guide for Inspection of Elevators, Escalators, and Moving Walks.

Most current version

The American Society of Mechanical Engineers

5 ASME A17.3 – Safety Code for Existing elevators and Escalators

Most current version

The American Society of

Mechanical Engineers

6 ASME A17.4 – Guide for Evacuation of Passengers from Elevators

Most current version

The American Society of Mechanical Engineers

7 ASME A17.1 Handbook Most current version

The American Society of Mechanical Engineers

8 ASME A17.1

Interpretations

Most current version

The American Society of Mechanical Engineers

9 ASME QEI-1 Most current version

The American Society of Mechanical Engineers

4. CERTIFICATIONS, LICENSES, PERSONNEL AND CONTRACTOR WORK

RECEPTION

4.1. Contractor Certificates, Licenses, and Experience

(1) The Contractor shall be in status for the duration of this contract as a Certified Qualified Conveyance Company as required by the State of California, Division of Occupational Safety and Health (DOSH).

(2) The Contractor shall possess, in status for the duration of this contract, a California State Contractors Specialty License Classification, 11-Elevator Contractor.

4.2. Workforce

(1) The Contractor shall maintain sufficient personnel, possessing the skills, knowledge, and training, to complete all the scheduled and unscheduled work within the time and quality standards specified by the contract and the and the Contracting Officer. The Contractor’s organization shall include the necessary support and administrative personnel such as clerical support, buyers, file clerks, logistics specialists, etc.; to ensure that the maintenance and repair activities are carried out in a timely and efficient manner.

(2) A Certified Competent Conveyance Mechanic, certified by the state of California, DOSH and in status, shall perform, or personally supervise, the routing and periodic maintenance, repair, and shall respond to all “call back” requests. The conveyance mechanic shall be the Contractor’s primary point of contact with the Government for routine and periodic inspections and maintenance scheduling.

(3) The Contractor shall assign additional elevator personnel to the buildings as required by the work volume to accomplish all preventative maintenance, repairs, service calls and all other contract requirements within the COR approved time frames.

(4) Any change or addition in personnel after the start of the contract shall require the submittal of certification for any certified competent conveyance mechanic and shall be provided to the COR at least five (5) calendar days prior to them starting any work on any elevator. Contractor may assume that certification proof is acceptable unless the COR or other government official advises that the certificate is not acceptable.

(5) All contractor personnel employed on-site shall be able to read, write, speak and understand English.

4.3. Personal Management

(1) The Contractor shall maintain satisfactory standards of employee competency conduct, and appearance; and promptly investigate complaints of poor performance.

(2) The Contractor shall remove immediately from the site any individual whose continued employment is deemed by the Contracting Officer to be contrary to the public interest or inconsistent with the best interests of safety and security.

(3) As a minimum, all Contractor/Sub-Contractor’s employees shall be clothed in a work shirt, pants, and steel toed shoes; and present a neat, clean, well-groomed appearance.

Tank tops and shorts are unacceptable attire. A distinctive nameplate, emblem, or patch with company and individual name shall be attached to a prominent place on an outer garment. This identification is not a substitute for any government required passes or badges.

4.4. Work and Quality Control

The primary source of work input shall be the maintenance schedules. Work may also be generated by service calls during breakdown and emergency conditions and by Contractor generated repair requirements. The contractor shall implement all necessary work and quality control procedures to ensure timely and acceptable accomplishment of all work requirements, as well as to permit tracking of work in progress. The Contractor shall adequately plan and schedule work to assure material, labor, and equipment are available to complete work requirements within the specified response time limits and in conformance with the quality standards established in this contract. Written or verbal scheduling and reports on the status of any work item shall be provided when requested by the Government Representatives.

4.5. Least Interference with Government Business

The Contractor shall schedule and arrange work to cause the least interference with the normal Government business and mission. In those cases where some interference may be unavoidable, the Contractor shall be responsible to make every effort to minimize the impact of the interference. This includes but is not limited to excessively loud equipment and products with strong odors. In some cases, there can be no interference with the normal Government business and mission and work will have to be performed during the after-hours working hours.

4.6. Contractor Work Reception

(1) The Contractor shall, on the first day of work, provide and thereafter maintain telephone number(s) to enable the Government Representative to contact the Contractor 24 hours a day, 7 days a week, including holidays during the contract period

(2) The Contractor or the representative, having authority to speak and act for the Contractor, (Responsible Managing Employee (RME)) shall be available at that telephone number during and after regular working hours and be ready to provide the required services specified by the contract.

(3) The use of telephone voice mail, or text message are an acceptable means to satisfy this requirement, provided that the Contractor or the RME consistently checks the messages and returns the call within thirty (30) minutes of having been called by the Government representative.

4.7. Licenses and Permits

The Contractor shall obtain all necessary licenses and/or permits required to perform all work under the contract.

5. ACCESS TO BUILDINGS

5.1 Access to Buildings

It is the Contractor’s responsibility, through the COR, to obtain access to the buildings to be serviced under this contract.

5.2 Security of the Building

It shall be the Contractor’s responsibility that arrangements are made for security of the building(s) or room(s) at the end of each work session.

5.3 Escorts

It shall be the Contractor’s responsibility to assure that there is adequate communication with the COR to assure there will be an escort available any time the Contractor is performing work under this contract.

5.4 Security

The contractor shall comply with all NCAO security requirements per direction of the COR. This will include providing government issued identification documentation to the security forces charged with protecting the facilities. The Contractors workers will then be issued visitor’s badges to identify them as legitimate personnel to be on site. The Contractor’s employees shall return the badges to the appropriate security station prior to departing following completion of the work.

6. TASKS

6.1. Safety and Code Compliance

The Contractor shall ensure that the elevator and equipment is maintained in a safe and operative condition in compliance with the requirements of the latest edition of the Facilities, Instructions, Standards, and Techniques (FIST) Volume 2-10 and the American National Standards Institute (ANSI) Safety Code for Elevators and Escalators, A17.1, its appendix and associated documents and all other applicable laws, regulations, rules, ordinances, codes, etc.

6.2. Preventative Maintenance

Elevator Listings

P-1 Shasta Dam Main Tour Elevator:

Manufacturer: Westinghouse S/N 281896 Refurbish Installer: Armstrong New Elevator Hoist Manufacturer: Nibec Elevator Systems New Controls Manufacturer: Motion Controls Type: Electric Location: Inside Shasta Dam, 16349 Shasta Dam Boulevard, Shasta Lake City, CA Year Installed: 1949, alterations in 1996, New Hoist, Cables, Controls Service: Passenger Stops: 12 Usage: Daily by employees to move tools and equipment; Also used by tourists during public tours of the Dam and Power Plant

P-2 Shasta Dam Power Plant:

Manufacturer: Westinghouse S/N 23615 Type: Electric Location: Inside Shasta Dam Power Plant, 16349 Shasta Dam Boulevard, Shasta Lake City, CA Year Installed: 1949, alterations in 1996 Service: Passenger Stops: 7 Usage: Used 7 days per week by employees to move tools and equipment.

P-3 Keswick Power Plant:

Manufacturer: Otis S/N 25818 Type: Electric Location: Inside Keswick Power Plant, 16515 Keswick Dam Road, Redding, CA

Year Installed: 1948, alterations in 1983 and 2003 Service: Passenger Stops: 6 Usage: Used 7 days per week by employees to move tools and equipment.

SP-4 Spring Creek Dam:

Manufacturer: Dover S/N 42701 Type: Electric Location: Inside Spring Creek Dam, 11757 Iron Mountain Road, Redding, CA Year Installed: 1963 Service: Passenger Stops: 2 Usage: About 1 day/week during summer months; 3 days per week during winter months.

DW-5 Spring Creek Power Plant:

Manufacturer: DA Matot Elevator Company Serial Number: 18190 Type: Electric Location: Spring Creek Power Plant (SC PP), 11757 Iron Mountain Road, Redding, CA - 6 miles northwest of Redding, CA Capacity: 227 kg (500 pounds) or 0 passengers Year Installed: 1987 Speed: 15.2 m (50 feet) per minute Travel: 4.26 m (14’) Number of stops and openings: 2 stops, 2 openings Service: Freight, Dumbwaiter Usage: 2 days/week to move equipment & tools

P-6 Lower Vista House:

Manufacturer: Capitol S/N None Type: Hydraulic, Hole less Location: Lower exit from Shasta Dam, 16349 Shasta Dam Boulevard, Shasta Lake City, CA Year Installed: 1998 Service: Passenger Stops: 2 Usage: This elevator moves disabled tourists once or twice a month. Two times a week to move equipment and tools

VL-7 Upper Vista House Manufacturer: Garaventa S/N 18133 Type: Electric, Hydraulic Chain, Handicapped Lift

Location: Shasta Dam Visitor’s Center, 16349 Shasta Dam Boulevard, Shasta Lake City, CA Year Installed: 2001 Service: Passenger, Handicapped Stops: 2 Usage: This elevator moves disabled tourists once a week.

VL- 8 Keswick Office Building Manufacturer: Garaventa S/N 47195 Type: Electric, Hydraulic Chain, Handicapped Lift Location: Inside Keswick Office Building, 16515 Keswick Dam Road, Redding, CA Year Installed: 2010 Service: Passenger, Handicapped Stops: 2 Usage: This elevator moves disabled persons once a month.

Maintenance Frequency and Description

ELEVATOR PM

FREQUENCY

ELEVATOR LOCATION MONTHLY QUARTERLY

SEMI

ANNUAL ANNUAL

P-1 SH DAM X X

P-2 SH-PP X X

P-3 KE-PP X X

SP-4 SC-DAM X X

DW-5 SC-PP X X

P-6 SH-LVH X X

VL-7 UVH X X

VL-8 KOB X X

Contractor will provide all labor, spare parts and materials as needed to perform preventive maintenance per frequency schedule call out above. Each of these PM’s will be a firm fixed price called out in the CLIN associated with elevator.

Maintenance will be done per generic job plans stated below but will also require contractor perform necessary preventative maintenance called out in FIST Vol 2-10 See attachments

Contractor will also be required to following MPEG11663 Shasta Dam-Job Manuals for Elevator P-1 in addition to all applicable generic job plans called out below. See attachments

Traction Elevators: P-1, P-2, P-3, SP-4, DW-5

Monthly, Quarterly and Semi-Annual Maintenance per frequency chart:

During Each Maintenance visit observe and adjust/maintain as necessary:

• Clean and inspect machine room

• Stopping accuracy +/- .5”

• Door closing force < 30lbf

• Car door reopening devices

• car door, gate equipment and operator

• Car stop switches, emergency communications, signal buttons, alarms, emergency lighting and ventilation

• Top of car operating device, including stop switch and light

• Car top guide shoes/roller guides

• Counterweight guide shoes/roller guides

• Hoistway doors, tracks, and door locks

• Clean and inspect car top and devices

• CAR bottom guide shoes/roller guides

• Clean and inspect pit condition, pit lighting and stop switch

• Hoist machine and motor

• Brake operation

• Rope gripper operation

• Motor Generator Set or VFD drives o MG brushes

• Selector and Related components

• Governor, Car and counterweights

• Tachometer/Encoder

Annual Maintenance:

Annually inspect these items and observe and adjust/maintain as necessary

• Traveling cables

• Hitch plates and rope fastening

• Counterweight frame, sheave and safeties

• Overhead, car top, and hoisting sheaves

• Direction and final limits

• Rail mounted roller switches

• Derailment detector

• Clean and inspect Hoistway

• Car and counterweight buffers

• Compensation sheave/ropes/chains

• Governor tail sheave/clearances

• Car safeties and SOS

• PC cards

• Drive transformer/inverters

• Brake

• Inspect and lubricate hoist ropes

• Seismic devices

• Door close kinetic energy

• Rails and brackets

Hydraulic Elevators: P-6

Semi-Annual Maintenancet:

During Each Maintenance visit observe and adjust/maintain as necessary:

• Clean and inspect machine room

• Stopping accuracy +/- .5”

• Door closing force < 30lbf

• Car door reopening devices

• car door, gate equipment and operator

• Car stop switches, emergency communications, signal buttons, alarms, emergency lighting and ventilation

• Clean and inspect car top and devices

• Top of car operating device including stop switch and light

• Car top guide shoes/rollers guides

• Leveling device/hardware

• Hoistway doors, track and door locks

• Pit Lighting, stop switch, clean and inspect pit

• Jack/Packing and oil recovery device

• Car bottom guide shoes/roller guides

• Power unit oil level/condition, oil leaks and belt tension

• Motor starter contacts/connections

Annual Maintenance:

• Traveling cables

• Car safety device

• Overhead, car top and hoisting sheaves

• Direction/final limits

• Clean and inspect Hoistway

• Oil line, supports and spring buffers

• Power supplies

• Valve strainers

• Door close kinetic energy

Handicap Vertical Lift Elevators: VL-7 and VL-8

Semi-Annual Maintenancet:

During Each Maintenance visit observe and adjust/maintain as necessary:

• Per owner’s manual

Annual Maintenance:

• Per owner’s manual

6.3. Third Party Elevator Inspection Support

The contractor shall be available for assistance with the semi-annual, annual and 5-year third-party inspection of all elevators. Past inspection sequences have taken approximately one day Semi Annual, two days for Annual and three days for 5-year Annual with load testing. The annual and 5-year inspections require two elevator mechanics to support. The cost associated with this service shall be included CLIN pricing schedule during bidding process. Contractor will supply all test weights and personal need to support third party inspector. The inspections/tests will be scheduled by the COR to meet the required testing timetables. The COR shall notify the contractor at least 14 working days prior to the schedule testing. In conjunction with the five-year test inspection, the appropriate semi-annual or annual test inspection shall also be performed.

Semi Annual Inspection are done in November Annual Inspection are done in May 5-Year Inspection with Load Test Next time due is November 2027

6.4. Corrective Maintenance

All corrective maintenance identified during preventive maintenance, inspections and callouts will be identified by contractor and a proposal will be submitted to CO with labor and spare parts estimates for approval. Once approved CO will delegate to COR to schedule with contractor corrective maintenance.

Corrective maintenance is defined as work that is above and beyond normal preventive maintenance and anything that requires spare parts not stocked for normal preventive maintenance and callouts in section 7.

6.5. Service Callouts

Service callout invoices will reflect total manhours spent on callout and spare parts costs.

Emergency / Entrapment Callouts will be charge at over time rates for manhours.

Contractor shall have a back-up mechanic on stand-by 24-hours per day, 7 days per week to respond to emergency call backs or necessary after-hours repairs, in the minimum time frames as specified.

6.5.1. Standard Callouts

In the event an elevator is reported shut down without trapped passengers, Contractor’s service person shall arrive to the site within twenty-four hours of notification. Contractor will troubleshoot and repair issue on site, if possible, with the spare parts they have on hand per section 7. If Contractor is unable to fix the elevator, they will submit a follow up proposal to CO for approval to be repaired under funding provide in Section 6.4 Corrective Maintenance. All work will be done in timely manner to return elevator to service as soon as possible.

Emergency / Entrapment Callout

When the on elevator is reported stuck and passengers are entrapped, between normal business hours of 7:00 a.m. to 7:00 p.m. Monday through Friday, except if the day lands on a Federal Holiday, the contractor service technician is required to arrive to the reported site within 2 (two) hours of the initial notification. For all other times, Contractor must be able to respond to emergencies by having a service person on-site within 3 (three) hours for a stuck and occupied elevator. Contractor will stay on site as long as needed to free entrapped passengers. Once passengers have exited the elevator then the Standard Callout protocols go into effect.

7. SPARE PARTS FOR PM AND CM MAINTENANCE

7.1. Replacement Parts at Site: the following replacements are to be stocked on each job or be available in-service van or truck for each type of elevator covered by these specifications.

A. Relays, minimum of one for each type of relay or contactor used.

B. Contacts, minimum of three of each type used.

C. Motor brushes, minimum of one set of each type used.

D. Supply of lubricants for each requirement.

E. Supply of fuses.

F. Interlock rollers and contracts; minimum of two of each type.

G. Car door hanger rollers; minimum of two of each type.

H. Car and hoist way door gibs; minimum of one set of each type.

I. Door operator belts, chains, brushes, bushings and bearings.

J. Landing switches; minimum of one of each type.

K. Signal fixture lamps; minimum of five of each type.

L. Brake contact; minimum of one of each type.

M. All computer processor boards, i.e. selector, door operator etc.

N. Normal renewal parts peculiar to equipment covered by this specification such as selector tape guides, key switch and push button assemblies, power supplies and controller fans.

7.2. Replacement Parts – 48 Hour Availability. The following parts shall be available within 48 hours:

A. Guide shoe gibs for car and counterweight.

B. Complete car door detector assemblies.

C. Transformers and rectifiers for all controller power supplies.

D. Door operator motor.

E. Door operator gear reduction units of each type used.

F. Gearless machine brake shoes, brake coil, brake switches and emergency brake.

8. PERIOD OF PEFORMANCE

8.1. Period of Performance

The period of performance shall be for one (1) Base Year of 12 months and four (4) 12- month option years. The Period of Performance reads as follows:

Base Year 09/01/2025 to 08/31/2026 Option Year I 09/01/2026 to 08/31/2027 Option Year II 09/01/2027 to 08/31/2028 Option Year III 09/012028 to 08/31/2029 Option Year IV 09/012029 to 08/31/2030

9. HOURS OF OPERATION

9.2. Normal operations

For normal operation that needs to occur on-site the contractor is responsible for conducting business, between the hours of 7:00 am to 4:00pm Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

9.3. Recognized Holidays

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Juneteenth Thanksgiving Day Independence Day Christmas Day

10. PEFORMANCE ASSESSMENT PLAN

10.2. Performance Assessment Plan

Monitoring Performance. During the evaluation period, the COR will track Contractor performance. Interim (mid-term) evaluations may be provided to identify strengths and weaknesses in the Contractor's performance during the period being evaluated. At the end of the period, the COR will assess the Contractor's performance in accordance with the Quality Assurance Surveillance Plan (QASP) and report to the Contracting Officer.

10.3. Contractor Self-Assessment. Following each evaluation period, the Contractor may provide a written self-assessment of its performance to the COR to be considered in its report to the Contracting Officer. The self-assessment shall be submitted not later than 5 working days after the end of each evaluation period. The self-evaluation shall not exceed 1 page per PRS element. The self-assessment shall address both the strengths and weaknesses of the Contractor's performance during the evaluation period. Where deficiencies in performance are noted, the Contractor shall describe the actions planned or taken to correct such deficiencies and avoid their recurrence.

The self-assessment itself will NOT be the basis for the Disincentives determination.

10.4. COR Recommendation. The COR will consider all evaluations and any other pertinent information, including Contractor self-assessment, and will prepare a report to the Contracting Officer with findings and recommendations. The Contractor will be provided a copy of the draft findings and recommendations of the COR and will be afforded the opportunity to identify factual errors. The COR's draft recommendation is not subject to negotiation and the COR will not engage in discussions with the Contractor. Any errors identified by the Contractor will be addressed by the COR in its final report. The Contractor will be provided a copy of the final COR report at the same time the report is submitted to the Contracting Officer.

10.5. Payment Determination. The Contracting Officer may meet with the COR to discuss the COR's report. The Contracting Officer will make a final determination in writing as to the percentage of work successfully completed, and the resulting payment to be made. A copy of the determination will be provided to the Contractor no later than 45 calendar days after the end of the period being evaluated. All Contracting Officer decisions regarding Disincentives are unilateral decisions made solely at the discretion of the Government.

10.6. Deduction. Notwithstanding any other clause of this contract, payment deduction will be made within the later of 60 days after the end of the evaluation period or 30 days after receipt of an approved invoice.

10.7. The Quality Assurance Surveillance Plan is one evaluation method the government uses to perform surveillance to determine whether the Contractor meets the standards of performance as defined in the PWS. The absence of a QASP for any contract requirement, however, shall not detract from its enforceability or limit the rights or remedies of the government under any other provision of the contract in determining the quality of the Contractor performance.

QUALITY ASSURANCE SURVEILLANCE PLAN

Performance Requirement Summary

Acceptable Quality Levels Method of Surveillance

Perform Preventive Maintenance Task 6.2

100% Direct Surveillance

Perform Inspection Support Task 6.3

100% Direct Surveillance

Perform Corrective Maintenance Task 6.4

100% Direct Surveillance

Perform Service Callout Task 6.5

100% Direct Surveillance

END OF PWS