19GR1026Q0036.pdf
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- Solicitation number
- 19GR1026Q0036
- Issued by
-
Department of State US Embassy Athens
About this file
This is a Request for Quotation (RFQ) for preventive maintenance services of the Building Automation System (BAS) installed at the U.S. Embassy Athens. The solicitation number is 19GR1026Q0036, issued July 22, 2026, with a quotation deadline of August 24, 2026 at 13:00 noon Athens Time. The contract is a firm fixed-price purchase order for a one-year base period (September 20, 2026 through September 19, 2027) with four one-year option periods. Quotations must include completed SF-1449 forms, pricing in Section 1, representations and certifications, solicitation provisions, evaluation factors, and proof of SAM registration via UEI number. The contracting officer is Dresden A. Kalin, and inquiries should be directed to AthProcurement@state.gov by July 27, 2026.
The scope of work requires one five-day preventive maintenance trip per contract year with services scheduled between 08:00-17:00 hours. The contractor must provide qualified, manufacturer-certified technicians to perform BAS maintenance on a Schneider Electric Niagara 4.0 system controlling HVAC equipment, chilled water systems, heating systems, and related building controls. Key deliverables include pre-travel PM schedules and checklists, post-travel PM reports documenting deficiencies and corrective actions, BAS backups with recovery instructions, updated as-built documentation, spare parts and expendable equipment schedules, calibration records, and a five-year Point-to-Point checkout plan. The contractor must maintain manufacturer certifications, obtain appropriate security clearances for personnel accessing controlled access areas, provide Defense Base Act insurance, and retain all project data for 15 years. Invoices are submitted electronically in PDF format to athfmcvoucher@state.gov with payment in local currency via EFT within 30 days. Up to 50 hours of annual remote support via phone or email is included, with 24-hour response time for non-emergency requests and four-hour response for emergencies.
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| 19GR1026Q0036_QsandAs.pdf |
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Text version
July 22, 2026
Dear Prospective Quoter:
SUBJECT: Solicitation Number 19GR1026Q0036
Maintenance of Building Automation System
The Embassy of the United States of America invites you to submit a quotation for the maintenance of the Building Automation System (BAS) for the U.S. Embassy Athens.
Your quotation must be submitted electronically by email with the subject line "Quotation 19GR1026Q0036 Enclosed" to Athensoffers@state.gov on or before 13:00 noon (Athens Time) on August 24, 2026. No quotation will be accepted after the cut-off date and time.
In order for a quotation to be considered, you must also complete and submit the following:
1. SF-1449;
2. Section 1, Pricing;
3. Additional information as required in Section 3, Solicitation Provisions;
4. Additional information as required in Section 4, Evaluation Factors;
5. Section 5, Representations and Certifications;
6. Your company UEI (Unique Entity Identifier) number as proof of SAM
Registration.
The Contracting Officer reserves the right to reject any and all quotations and to waive any informality in quotations received. In addition, the Embassy reserves the right to establish a competitive range of one or more quoters and to conduct further negotiations concerning price and other terms before awarding the contract, or to award without discussions.
Embassy of the United States of America Athens, Greece mailto:Athensoffers@state.gov
Please direct any questions regarding this solicitation in writing to Athprocurement@state.gov. Questions must be written in English, and may be sent by 12.00 hours local time, on July 27, 2026.
Sincerely, Dresden A. Kalin Contracting Officer
Enclosure as Stated.
mailto:Athprocurement@state.gov
AUTHORIZED FOR LOCAL REPRODUCTION SF 1449
SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS
OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30
1. REQUISITION NUMBER
PR16084837
2. CONTRACT NUMBER
3.AWARD/EFFECTIVE DATE 4. ORDER NUMBER
5. SOLICITATION NUMBER
19GR1025Q0036
6. SOLICITATION ISSUE DATE
July 22, 2026
7. FOR SOLICITATION
INFORMATION CALL:
a. NAME
Mr. George Dimitrokallis
b. TELEPHONE NUMBER (no collect calls) AthProcurement@state.gov
8. OFFER DUE DATE/
LOCAL TIME
August 24, 2025 @ 13.00hrs
9. ISSUED BY CODE 10. THIS ACQUISITION IS 11. DELIVERY FOR
FOB
DESTINATION
UNLESS
12. DISCOUNT
TERMS
[ x] UNRESTRICTED
[ ] SET ASIDE % FOR
BLOCK IS MARKED
[ ] SEE SCHEDULE
American Embassy –GSO/Procurement
91 Vas. Sophias Avenue
101 60 ATHENS
[ ] SMALL BUSINESS
[ ] SMALL DISADV BUSINESS
13a. THIS CONTRACT IS RATED ORDER
UNDER DPAS (15 CFR 700)
[ ] 8(A) 13b. RATING
SIC: 14. METHOD OF SOLICITATION
SIZE STANDARD: [x] RFQ [ ] IFB [ ] RFP
15. DELIVER TO CODE 16 . ADMINISTERED BY CODE
Same as block 7(a) 17a. CONTRACTOR /
CODE
OFFEROR
FACILITY
CODE
18a. PAYMENT WILL BE MADE BY CODE
U.S. Embassy Athens Financial Management Office
91 Queen Sophia Avenue 101 60 Athens
[ ] 17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK BELOW IS CHECKED [ x] SEE ADDENDUM
19.
ITEM
NO.
20.
SCHEDULE OF SUPPLIES/SERVICES
21.
QUANTITY
22.
UNIT
23.
UNIT
PRICE
24.
AMOUNT
Maintenance of Building Automation System (BAS) for the U.S. Embassy Athens, as per attached.
25. ACCOUNTING AND APPROPRIATION DATA
26. TOTAL AWARD AMOUNT (For Govt. Use
Only) [x] 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA [x] ARE [ ] ARE NOT
ATTACHED.
[ ] 27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA [ ] ARE [ ] ARE NOT ATTACHED.
[x] 28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN _1_ COPY
TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS
SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS
SUBJECT TO THE TERMS AND CONDITIONS AND CONDITIONS SPECIFIED HEREIN.
[ ] 29. AWARD OF CONTRACT: REFERENCE _____________ OFFER DATED
____________. YOUR OFFER ON SOLICITATION (BLOCK 5), INCLUDING
ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN, IS
ACCEPTED AS TO ITEMS: ____________ .
30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)
30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT)
30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (TYPE OR PRINT)
Dresden A. Kalin 31c. DATE SIGNED
32a. QUANTITY IN COLUMN 21 HAS BEEN
[ ] RECEIVED [ ] INSPECTED [ ] ACCEPTED, AND CONFORMS TO THE
CONTRACT, EXCEPT AS NOTED
33. SHIP NUMBER
34. VOUCHER NUMBER 35. AMOUNT
VERIFIED CORRECT
FOR
[ ] PARTIAL [ ] FINAL
36. PAYMENT 37. CHECK NUMBER
32b. SIGNATURE OF AUTHORIZED GOVT. REPRESENTATIVE 32c. DATE [ ] COMPLETE [ ] PARTIAL [ ] FINAL
38. S/R ACCOUNT
NUMBER
39. S/R VOUCHER
NUMBER
40. PAID BY
42a. RECEIVED BY (Print)
41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT
41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c . DATE 42b. RECEIVED AT (Location)
42c. DATE REC’D (YY/MM/DD) 42d. TOTAL
CONTAINERS
mailto:AthProcurement@state.gov
TABLE OF CONTENTS
SECTION 1 - THE SCHEDULE
• SF 1449 cover sheet
• Continuation To SF-1449, RFQ Number 19GR1026Q0036, Prices, Block
• Continuation To SF-1449, RFQ Number 19GR1026Q0036, Schedule Of
Supplies/Services, Block 20 Description/Specifications/Work Statement
• Attachment 1 to Description/Specifications/ Statement of Work
SECTION 2 - CONTRACT CLAUSES
• Contract Clauses
• Addendum to Contract Clauses - FAR and DOSAR Clauses not Prescribed in Part 12
SECTION 3 - SOLICITATION PROVISIONS
• Solicitation Provisions
• Addendum to Solicitation Provisions - FAR and DOSAR Provisions not
SECTION 4 - EVALUATION FACTORS
• Evaluation Factors
• Addendum to Evaluation Factors - FAR and DOSAR Provisions not
SECTION 5 - REPRESENTATIONS AND CERTIFICATIONS
• Offeror Representations and Certifications
• Addendum to Offeror Representations and Certifications - FAR and DOSAR Provisions not Prescribed in Part 12
SECTION 1 - THE SCHEDULE
CONTINUATION TO SF-1449
RFQ NUMBER 19GR1026Q0036
PRICES, BLOCK 23
I. PERFORMANCE WORK STATEMENT
A. The purpose of this firm fixed price purchase order is for the Preventive
Maintenance Services of the Building Automation System (BAS), installed in the US Embassy Athens Compound, at 91 Vas. Sophias Avenue, Athens, in accordance with Attachment A.
B. The contract will be for a one-year period from the date of the contract award, with four (4) one-year options.
C. All prices are in USD. Payment will be processed upon complete receipt and acceptance of the services. It is clarified that the U.S. Government will not make any advance payments.
II. PRICING
1.1. Base Year – September 20, 2026, to September 19, 2027
Line
Item Description
Number of
Trips
Unit price / trip
Total per year – USD
Preventive Maintenance
Service of the Building
Automation System (BAS)
1 (five-day trip)
1.2. First Option Year – September 20, 2027, to September 19, 2028
Number of
Trips
Unit price / trip
Total per year – USD
Preventive Maintenance
Service of the Building
Automation System (BAS)
1.3. Second Option Year – September 20, 2028, to September 19, 2029
Number of
Trips
Unit price / trip
Total per year – USD
Preventive Maintenance
Service of the Building
Automation System (BAS)
1.4. Third Option Year – September 20, 2029, to September 19, 2030
Number of
Trips
Unit price / trip
Total per year – USD
Preventive Maintenance
Service of the Building
Automation System (BAS)
1.5. Fourth Option – September 20, 2030, to September 19, 2031
Number of
Trips
Unit price / trip
Total per year – USD
Preventive Maintenance
Service of the Building
Automation System (BAS)
1.6. Grand Total Price: The grant total price for the base period and all option years is as follows:
a. Total Base Year: USD _______________
b. Total First Option Year: USD _______________
c. Total Second Option Year: USD _______________
d. Total Third Option Year: USD _______________
e. Total Fourth Option Year: USD _______________
f. Grand Total: USD _______________
2. Scope of Work
The contractor shall provide preventive maintenance services for the Building Automation System (BAS) installed in the US Embassy Athens Compound, 91 Vas.
Sofias Avenue, Athens, as these are described in Attachment 1 below.
3. Hours of Performance
The Contractor shall schedule the preventive maintenance service of the five-day trip from 08:00 to 17:00 hours. In case of change in schedule, the contractor will notify the COR at least two days in advance in order to approve the change.
4. Invoicing
The Embassy Accounting Department is responsible for:
• Ensuring that all transactions are properly authorized
• Processing payments for invoices on a timely basis to avoid late payment charges.
The Electronic invoicing is the preferred means for submitting invoices for payment to the Embassy. The invoice must be submitted in PDF format to email athfmcvoucher@state.gov. CAUTION: The Order number must be stated on the invoice, or it may be returned for correction.
Payment shall be made in local currency by Electronic Funds Transfer (EFT) within 30 calendar days after receipt of the proper statement. Payments may be made directly to any bank account established by the Contractor to receive payments. If there is a wire fee for the wire transfer, this fee is the responsibility of the beneficiary. All inquiries regarding payment should be made directly via email or via phone at telephone number 0030-210-693-4773.
5. Quality Assurance Plan (QAP)
This plan is designed to provide an effective surveillance method to promote effective contractor performance. The QAP provides a method for the Contracting Officer's Representative (COR) to monitor contractor performance, advise the contractor of unsatisfactory performance, and notify the Contracting Officer of continued unsatisfactory performance. The contractor, not the Government, is responsible for management and quality control to meet the terms of the contract.
The role of the Government is to conduct quality assurance to ensure that contract standards are achieved.
mailto:athfmcvoucher@state.gov
Performance Objective PWS
Para
Performance Threshold
Services.
Perform all maintenance services set forth in the performance work statement (PWS)
1 through
All required services are performed and no more than one (1) customer complaint is received per month
SURVEILLANCE. The COR will receive and document all complaints from Government personnel regarding the services provided. If appropriate, the COR will send the complaints to the Contractor for corrective action.
STANDARD. The performance standard is that the Government receives no more than one (1) customer complaint per month. The COR shall notify the Contracting Officer of the complaints so that the Contracting Officer may take appropriate action to enforce the inspection clause (FAR 52.212-4, Contract Terms and Conditions-Commercial Items), if any of the services exceed the standard.
PROCEDURES.
(a) If any Government personnel observe unacceptable services, either incomplete work or required services not being performed they should immediately contact the
COR.
(b) The COR will complete appropriate documentation to record the complaint.
(c) If the COR determines the complaint is invalid, the COR will advise the complainant. The COR will retain the annotated copy of the written complaint for his/her files.
(d) If the COR determines the complaint is valid, the COR will inform the Contractor and give the Contractor additional time to correct the defect, if additional time is available. The COR shall determine how much time is reasonable.
(e) The COR shall, as a minimum, orally notify the Contractor of any valid complaints.
(f) If the Contractor disagrees with the complaint after investigation of the site and challenges the validity of the complaint, the Contractor will notify the COR. The COR will review the matter to determine the validity of the complaint.
(g) The COR will consider complaints as resolved unless notified otherwise by the complainant.
(h) Repeat customer complaints are not permitted for any services. If a repeat customer complaint is received for the same deficiency during the service period, the COR will contact the Contracting Officer for appropriate action under the Inspection clause.
CONTINUATION TO SF-1449,
RFQ NUMBER 19GR1026Q0036
SCHEDULE OF SUPPLIES/SERVICES, BLOCK 20,
ATTACHMENT 1 TO DESCRIPTION/SPECIFICATIONS/WORK
STATEMENT
Table of Contents
1. SF-1449;
2. Section 1, Pricing;
Table of Contents
Acronyms and Abbreviations
1. General
2. Period of Performance
3. Building Automation Systems to be Serviced
3.1. Building Automation Systems (BAS) installed at Post
3.2. Equipment Controlled and/or monitored
3.3. Buildings where BAS are Installed
4. BAS Preventative Maintenance (PM) Services
4.1. General 17
4.2. Scheduling 17
4.3. Checklist Development
4.4. Implementation
4.5. Periodic PM Activities
4.6. Annual PM Activities
4.7. Planned Out Five (5) Year PM Activities
4.8. Manufacturers’ Recommended PM
4.9. Deficiency Reporting
4.10. Remote Support
5. Exclusions, Purchase Orders and Modifications
5.1. Exclusions 27
5.2. Purchase Orders and Modifications
6. General Deliverable Requirements
6.1. General 29
6.2. Document Creation, Classification and Handling Requirements
7. Execution Schedules
7.1. General 33
7.2. Tasks, Milestones and Scaling
7.3. Updates 34
8. Pre-Travel Deliverables
8.1. PM Service Activity Schedule
8.2. PM Service Activity Description List
9. Post-Travel Deliverables
9.1. Site-Specific PM Checklists
9.2. PM Service Activity Schedule and PM Activity Description
List 35
9.3. Preventative Maintenance Reports
9.4. Appendices 44
10. Deliverable Submission Schedule
10.1. Execution Schedules
10.2. Pre-Travel Deliverables
10.3. Post-Travel Deliverables
11. Retention of Deliverables and Other Data by the Contractor
11.1. General 45
12. Contractor’s Responsibility
12.1. General 46
12.2. Codes and Regulations
12.3. Authorization to Visit Site
12.4. Contractor and Personnel Qualifications
12.5. Materials and Equipment
12.6. Contractor Use of Premises
13. Delivery, Mail and Courier Addresses
13.1. Classified Packages & Mail
13.2. Unclassified Packages & Mail
14. Government’s Responsibility
14.1. General 55
Appendix 1: Additional Security Requirements for BAS PMSC in Secure
Areas
1. General
1.2. Public Release of Information
2. Personnel Requirements
2.1. Personnel Clearances
2.2. Visit Authorization Requests
2.3. Country Clearance for Travel to Post/Site
2.4. Standards of Conduct
2.5. Removal of Individual Contractor Employees for Cause
3. Briefing and Reporting Requirements
3.1. Security Briefings
3.2. Personal (Unofficial) Travel Outside of the Project Country
3.3. Suspicious Contact Reports (SCRs)
3.4. Reporting of Suspicious Incidents Occurring at Off-site
Locations or During Travel to/from the Project Site
3.5. Foreign Contact Reporting
3.6. Reporting Marriage, Intent to Marry, Cohabitation or Other
Continuing Bonds of Affection with Foreign Nationals
3.7. Reporting Adverse Financial Situation and Certain Arrests
3.8. Dual Citizenship
4. Subcontracting Requirements
4.1. DD Forms 254 for Subcontractors
5. Handling/Marking Requirements - Classified & Sensitive But
Unclassified (SBU)
5.1. Security Classification Guide
5.2. Protection of Classified and SBU Information
5.3. Disposition and Retention of Task/Project Information
5.4. Project Generated Information at Contractor’s Facility –
Disposal/Destruction Plan
5.5. Project Related Classified Working Papers, As-Builts and other Classified Generated at Post
5.6. Photographs 62
6. Transmission Requirements for SBU
6.1. Transmission of Sensitive But Unclassified (SBU)
(End of provision)
Acronyms and Abbreviations The following are commonly used acronyms and abbreviations in this document.
1. AHU = Air Handling Unit
2. ASHRAE = American Society of Heating, Refrigerating and
Air-Conditioning Engineers
3. BAS = Building Automation
System
4. CAA = Cleared Access Area
(Secure Area)
5. CCR = Country Clearance
Request
6. CFSM = OBO Construction, Facilities, and Security Management
7. CLIN = Contract Line Item
8. CMR = Chief of Mission
Residence
9. CO = Contracting Officer 10.COR = Contracting Officer’s
Representative
11.CRP = Consolidated Receiving Point
12.DBA = Defense Base Act 13.DCSA = Defense
Counterintelligence and Security Agency
14.DOS = Department of State 15.DS = Diplomatic Security
16.DS/IS/IND = Bureau of Diplomatic Security, Industrial Security Division
17.eCC = Electronic Country Clearance
18.ES = Execution Schedule 19.FAC = Facilities or
OBO/CFSM Facilities
20.FCU = Fan Coil Unit 21.FM = Facility Manager
22.FMS = Facility Maintenance Staff
23.GSO = General Services
Officer 24.GWA = General Work Area
(Unsecured Area) 25.HAZMAT = Hazardous
Material 26.HVAC = Heating, Ventilation, and Air Conditioning 27.I/O = Input/Output
28.IBC = International Building Code
29.LAA = Limited Access Area (Unsecure)
30.MSDS = Material Safety Data Sheet
31.MSGQ = Marine Security Guard Quarters
32.NEC = National Electrical Code
33.NFPA = National Fire Protection Association
34.OBO = Bureau of Overseas Building Operations
35.O&M = Operations and Maintenance
36.OSHA = Occupational Safety and Health Administration
37.OWS = Operator Workstation 38.PAA = Public Access Area
(Unsecured Area) 39.PM = Preventative
Maintenance 40.Post = Department of State
Overseas Embassy, Consulate, or Mission
41.POWS = Portable Operator Workstation (Laptop)
42.PS = Program Support 43.RFP = Request for Proposal 44.RSO = Regional Security
Officer 45.SBU = Sensitive but
Unclassified 46.SC = Supervisory Controller 47.SCG = Security Classification
Guide 48.SME = Subject Matter Expert 49.TDY = Temporary Duty (Work
Travel OCONUS) 50.UPS = Uninterruptible Power
Supply 51.VAR = Visit Authorization
Request 52.VAV = Variable Air Volume
1.General
1.1. The U.S. Embassy located in Athens; Greece requires Building
Automation System (BAS) Preventative Maintenance (PM) services. The
Contractor shall perform BAS PM Services as described in this Statement of Work. The Contractor shall also provide further evaluation of the overall functionality of the BAS based on concerns and input provided to the Contractor by the Facility Manager (FM) and Facility Maintenance Staff
(FMS).
1.2. The Contractor shall provide BAS PM Services for the upkeep of the BAS indicated below in Section 3. “Building Automation Systems to be Serviced”.
1.2.1. The objective of scheduled preventive maintenance is to eliminate system malfunction, breakdown, and deterioration. The BAS PM work required shall include, but is not limited to: Preventative Maintenance;
Investigation & troubleshooting; Adjustments; Trend & Alarm configuration; etc.
1.2.2. BAS PM Services shall result in all systems serviced under this agreement being in good operational condition when the work is completed.
1.2.3. The Contractor shall provide all necessary managerial, administrative, and direct labor personnel as well as all transportation, tools, instrumentation, equipment and supplies required to perform the BAS PM Services defined in this Statement of Work. The Contractor shall provide the services of qualified, trained, manufacturer certified technicians to perform the required BAS PM Services.
1.2.4. BAS PM Services shall be performed on BAS installed in and/or serving the General Work Areas (GWA) & Public Access Areas (PAA) at Post.
1.2.5. BAS PM Services shall be performed on BAS installed in the Controlled Access Areas (CAA) Restricted spaces at Post.
1.2.5.1. Additional clearance and security provisions are required to access and work in these spaces.
1.2.5.2. Additional document security classification provisions are required.
See paragraph F.2.f.l for additional details.
1.2.6. BAS PM Services shall be performed on BAS installed in and/or serving the CAA Core spaces at Post.
1.2.6.1. Additional clearance and security provisions are required to access and work in these spaces.
1.2.6.2. Additional document security classification provisions are required.
See paragraph F.2.f.l for additional details.}
1.3. All work shall be accomplished in a manner which conforms to the intent of all applicable IBC, ASHRAE, NFPA/NEC, U.S. EPA, and DOS policy, procedures, and directives; causes no damage to buildings or property;
endangers none of the building occupants or workers during these tasks;
and leaves the areas safe for occupancy.
1.4. This contract includes security provisions which require a DD Form 254, Contract Security Classification Specification, issued by the Bureau of Diplomatic Security, Industrial Security Division (DS/IS/IND). Issuance of the DD Form 254 is contingent on the Contractor’s possessing and maintaining a Defense Counterintelligence and Security Agency (DCSA) {TOP} SECRET facility clearance. Loss or Invalidation of the prime contractor’s facility clearance may result in termination of the contract for default. Personnel requiring access to Controlled Access Areas (CAAs), {CORE/PCC} or classified information must possess a {TOP} SECRET security clearance. See Attachment A: Additional Security Requirements for BAS PMSC in Secure Areas.
2.Period of Performance
2.1. The period of performance shall be one (1) year as of the date of the Notice to Proceed for the base contract year, with four (4) additional one (1) year option periods, to be exercised at the sole discretion of the Government.
2.2. This contract shall provide for one (1) BAS PM Site Visit per year for each year of the contract.
2.3. BAS PM Site Visits shall be equally spread out over the course of the contracted year.
2.3.1. All BAS PM Site Visits shall occur within the 365-day window.
2.3.2. Combining multiple site visits into a single site visit is not allowed.
2.3.3. The first BAS PM Site Visit must occur within 60 days of contract award / renewal.
2.3.4. The work shall be considered deficient if the Contractor fails to provide the required number of BAS PM Site Visits within the 365 days after contract award / renewal or fails to space out the BAS PM Site Visits in the manner described above.
3.Building Automation Systems to be Serviced
3.1. Building Automation Systems (BAS) installed at Post
3.1.1. The Contractor shall maintain the Building Automation System(s) in a safe, reliable, and efficient operating condition. The following information provides a rough summary of each BAS that is to be serviced. NOTE: Quantities listed below are estimates and the Contractor must verify quantities during the initial Site Visit.
a. Manufacturer of the BAS: Schneider Electric
b. Name of BAS Product Line: Niagara
c. BAS Software Name and Version Number: Niagara 4.0
d. Operator Workstations (OWS): Dell Optiplex 7050
e. Portable Operator Workstations (POWS): Dell Inspiron 17
f. Supervisory Controllers (SC): JACE 8000
g. I/O Modules Installed:
1) Model Number 1: TRD-IO-R-16
2) Model Number 2: TRD-IO-R-34
h. BACnet Sub-Controllers Installed:
1) Model Number 1: MNB-V2-2
3.2. Equipment Controlled and/or monitored.
3.2.1. The following is a rough summary of the types and quantities of equipment controlled and/or monitored at Post by BAS. NOTE:
Quantities listed below are estimates and the Contractor must verify quantities during initial Site visit.
3.2.1.1. Chilled Water System (Primary/Secondary Variable Flow Type):
a. Water Cooled Chillers: Dedicated heat recovery chillers –
Artichill – PWCCCMV600D7-MM-HR
b. Variable Flow Chilled Water Pumps: Bell & Gossett E-1510
SSF 4.6C
c. Variable Flow Condenser Water Pumps: Bell & Gossett E-1510
SSF 3EB
3.2.1.2. Backup Chilled Water System (Primary Constant Flow Type):
a. Air Cooled Chiller: Artichill – Manhattan series
b. Constant Flow Chilled Water Pumps: Bell & Gossett E-1510
SSF 5EB
c. Heat Exchanger: SWEP DP300
3.2.1.3. Heating Hot Water System (Primary/Secondary Variable Flow
Type):
a. Boilers: Cleaver Brooks CFC-700-3300-125HW
b. Constant Flow Primary Heating Hot Water Pumps: Bell &
Gossett E-1510 SSF 3GB
3.2.1.4. Air Handling Units: YORK/JSI, YCCB-IPF
3.2.1.5. Terminal Units (Single Duct Cooling Only): Nailor Industries
3.2.1.6. Terminal Units (Single Duct w/Hot Water Reheat): Nailor Industries
3.2.1.7. Fan Coil Units (Four Pipe - Heating & Cooling): Johnson Controls
3.2.1.8. Unit Heaters (Hot Water Type): Zehnder Rittling
3.2.1.9. Fuel Oil System (Monitoring Only): Pneumercator
3.2.1.10. Domestic Water Treatment System (Monitoring Only): Water Professionals
3.2.1.11. Fire Alarm System (Interlocks & Monitoring Only): American Fire
3.3. Buildings where BAS are Installed.
3.3.1. The Post is composed of the following buildings
a. OBC South Office Annex Building: Schneider Electric – Niagara 4.0
b. OBC North Office Annex Building: Schneider Electric – Niagara 4.0
c. Pavilion (Interconnection of buildings)
3.4. Some of the BAS and Mechanical equipment described in this section will require the Contractor to possess a clearance and to utilize cleared personnel to perform the work required by this Contract. This equipment will be identified for the Contractor by Facility Maintenance Staff when the Contractor is at Post providing BAS PM Services.
4.BAS Preventative Maintenance (PM) Services
4.1. General
4.1.1. The Contractor shall perform BAS Preventative Maintenance services for the Building Automation Systems indicated. Provide the necessary investigative services to ensure BAS controls are working as designed and in accordance with documented operating sequences. BAS PM Services shall include, but are not limited to, the following tasks.
4.2. Scheduling
4.2.1. The Contractor shall indicate which PM Activities will be performed at each site visit.
4.2.2. The schedule shall cover a five (5) year time so that the schedule can properly address tasks that are to be spread out over this period.
4.2.3. As a supplement to the schedule, the Contractor shall include a PM
Service Activity Description List which will provide a detailed description of each PM activity, including the means and methods by which the Contractor intends to perform each PM activity.
4.2.4. See Section 8. “Pre-Travel Deliverables” for further requirements.
4.3. Checklist Development
4.3.1. For the first BAS PM Site Visit to Post the Contractor shall utilize generic PM Checklists that the Contractor has previously utilized in the performance of their trade.
4.3.2. During the site visit the Contractor shall collect data on the existing BAS(s) at Post and the associated equipment being controlled. This data shall be used to create site specific PM checklists for use in future BAS PM Site Visits.
4.3.3. After the completion of the Contractor’s first BAS PM Site Visit, the Contractor shall create site specific Checklists for each BAS and the equipment controlled and/or monitored by each BAS. These Checklists shall be developed from existing As-Built Data; Operation & Maintenance Data; Set Point Data; Time Schedule Data; and any other data relevant to the PM effort found at Post. This data shall be reviewed by the Contractor to determine the operational baseline requirements that will be used in the Checklists.
4.3.4. All future BAS PM Site Visits shall utilize the site-specific Checklists.
These Checklists will be used by the Contractor when Preventative
Maintenance is performed to verify the Building Automation Systems are functioning as originally intended.
4.3.5. There shall be one Checklist provided for each system controlled and/or monitored by a BAS.
4.3.6. See Section 8. “Pre-Travel Deliverables” for further requirements.
4.4. Implementation
4.4.1. The Contractor shall perform BAS PM Services at the frequencies indicated in the PM Service Activity Schedule using the site-specific Checklists developed for the equipment and systems called out in the Contract. The Contractor’s technician shall sign off on every item of each checklist when the associated PM is performed.
4.5. Periodic PM Activities
4.5.1. At a minimum, the following PM Service activities are required to occur during each site visit.
4.5.2. Check BAS Communication Network: Validate the network
connectivity of all BAS controllers, Operator Workstations (OWS/POWS; desktop and laptop computers), Servers, and Network components (repeaters, switches, hubs, etc.). Investigate and remediate any issues found.
4.5.3. Confirm Time Schedules: Review existing time schedules and validate correct operation based on actual time of day and facility occupancy.
Adjust time schedules as needed to reflect the actual occupancy patterns of the buildings at Post.
4.5.4. BAS Investigation and Troubleshooting: The Contractor shall provide investigation and troubleshooting services for issues related to the BAS as required in this Statement of Work or as requested by the Facility Manager or the BAS Engineering Technician at Post during a PM
Services site visit. Moreover if asked by Post, the Contractor needs to add points and change control or control sequence in the Logic folder and also work with WorkPlace Tech to troubleshoot or program VAVs.
4.5.4.1. The Contractor shall review Facility Maintenance logs since the last visit to Post and determine if there are any operational issues which need to be checked.
4.5.4.2. The Contractor shall determine the cause(s) of any problems found with the BAS and determine the repairs and/or modifications to the BAS that will be needed to correct these problems.
4.5.5. BAS Trend and Alarm Configuration: The Contractor shall review the BAS Alarm History and Trend log files. Any problems noted from this review shall be investigated.
4.5.5.1. The Contractor shall validate the correct reporting of alarms and verify that the correct codes and messages are being reported.
4.5.5.2. If no trends or alarms are configured in the BAS, the Contractor shall coordinate with the Facility Manager and configure the trends and alarms desired by the Post.
4.5.5.3. Archive data as necessary to free up hard drive space on the BAS OWS / Server for future trend and data storage.
4.5.6. BAS OWS Graphics: The Contractor shall confer with the Facility
Manager after reviewing the BAS OWS graphics and trend logs to determine if any modifications are desired to the presentation of information. Minor changes to improve graphics and reports shall be implemented as needed. If a major change is required by Post crew the contractor needs to advice or perform task and send what needed to Post to be implemented.
4.5.7. Review of Post’s Spare Part Inventory: The contractor shall review the Post's spare part inventory during each PM Site Visit and determine what parts need to be procured by Post and update the Spare Part Schedule. See Section 9. “Post-Travel Deliverables” in this statement of work for additional requirements.
4.5.8. BAS Backup Retention: The Contractor shall, at the end of each site visit, create a current backup of the data, programming, graphics, settings, license files, and any other files necessary to restore a controller, Operator Workstation (OWS, POWS; Desktop or laptop computer) or Server for each BAS installed at Post.
4.5.8.1. Each backup shall be configured to allow Facility Maintenance staff to recover the associated BAS in the event there is a BAS failure.
4.5.8.2. Step by step instructions on how to recover a controller, OWS/POWS or Server shall be included with each BAS backup.
4.5.8.3. The Contractor shall include screenshots of each BAS OWS
Graphics screen. Graphics screens for identical components with the same I/O configuration, such as VAVs or FCUs, can be represented by a single screenshot.
4.5.9. User Account Retention: For each BAS OWS/POWS/Server at Post the Contractor shall:
4.5.9.1. Create an Administrator level user account called “BAS Support” in the Operating System, the BAS software and the encryption software. The account shall be configured in such a manner that it cannot be deleted by an account that does not have administrator rights. The Contractor will utilize a random password generator to create a password for this account. This step can be skipped if the “BAS Support” user account already exists.
4.5.9.2. Create a listing of the user accounts that exist within each BAS. The
Contractor shall create tables listing the Operating System user accounts, BAS user accounts and encryption software user accounts that exist within each BAS OWS and/or Server that are used to access each BAS at Post.
4.5.9.3. If there are user accounts that are generic in nature, the Contractor shall also gather the passwords associated with these generic accounts. The Contractor will not attempt to gather password information for user accounts that are set up for specific individuals.
4.5.9.4. Separate tables shall be created for each BAS OWS/POWS/Server.
The associated BAS OWS/POWS/Server shall be identified, and the designation included with the following information:
4.5.9.4.1. The Operating System User Account tables shall contain the following information. These tables shall include the following four (4) columns.
a. User Account Name
b. Name of Person Associated` with the User Account
c. User Account Password (if applicable)
d. Type of User Account (Administrator, Standard User, etc.)
4.5.9.4.2. The BAS User Account tables shall contain the following information. These tables shall include the following four (4) columns.
b. Name of Person Associated with the User Account
d. Type of User Account (Administrator, Standard User, etc.)
4.5.9.4.3. The Encryption Software User Account tables shall contain the following information. These tables shall include the following three (3) columns.
b. Name of Person Associated with the User Account
4.5.10. Retaining and Updating BAS As-Built and BAS Operation &
Maintenance Manual Documents (Appendix E): The Contractor shall coordinate with the Facility Maintenance Staff at Post to find the existing BAS As-Built and O&M Manual documentation for each BAS installed at Post. When work is performed which modifies the existing BAS hardware/software configuration and/or programming, the Contractor will be responsible for providing updated As-Built and O&M Manual documentation to accurately reflect the new state of each BAS at Post.
4.5.10.1. If electronic media versions of these documents exist at Post, the electronic media versions of the documentation shall be copied. If no electronic media versions of this documentation are available at Post, the Contractor shall scan hard copies of this documentation to create electronic media for submission.
4.5.10.2. Modifications shall be made to reflect any changes made to the Sequences of Operation by the Contractor and any permanent changes to the Sequences of Operation discovered by the Contractor but not previously documented.
4.5.10.3. Modifications shall be made to reflect any physical changes made to the BAS, to include, but not be limited to, wiring changes, changes to controller configurations, the addition or removal of points, etc.
4.5.10.4. Any new BAS Software and/or Hardware Licenses associated with the work performed shall be provided. Licenses shall be fully documented, and information provided in a manner that allows Post to work directly with the BAS manufacturer.
4.5.10.5. In cases where BAS CAD As-Built Drawings are not available, the Contractor shall produce BAS CAD Drawings for only the drawings that are affected by the work performed. PDFs of these modified drawings shall be inserted into the existing BAS As-Built drawings to replace the outdated drawing pages.
4.5.10.6. O&M Manual data shall be provided for any BAS equipment installed as part of this work. A PDF of the Original O&M Manual shall be altered to remove components that are no longer used. O&M information for components added shall be appended to the O&M Manual.
4.6. Annual PM Activities
4.6.1. At a minimum, the following PM Service activities are required to occur at least once a year. It is the intention of this statement of work that tasks noted here which cannot be realistically completed during a single site visit, shall be broken up to occur over multiple site visits.
4.6.1.1. Panel, Controller and Wiring Inspection:
4.6.1.1.1. Physically inspect all field panels and controllers for damage, excessive dirt or moisture and clean/vacuum as necessary.
4.6.1.1.2. Verify proper voltage at all control transformers.
4.6.1.1.3. Inspect all connections, wire raceways in panels and wire arrangements. Remove any abandoned devices and wiring and update panel diagrams as may be necessary to reflect current arrangements and configurations.
4.6.1.1.4. Verify condition of local battery / UPS that may be connected to the panel power source.
4.6.1.1.5. Take photographs, where permissible, of each Supervisory
Controller Enclosure installed at Post. Photographs should include interior and exterior shots, including nearby wall space, and shall be labeled with the Controller name. All photos must be cleared by the RSO prior to removing from Post and/or sharing electronically.
4.6.2. Confirmation of Sequences: The Contractor shall review the operation of BAS controlled equipment / systems and confirm that the functionality corresponds with the As-Built Sequences of Operation.
When equipment / systems do not operate as described in the sequences the Contractor shall review the associated programming, sensors, wiring, etc. and determine the cause. If the sequence of operation is changed through an RFI or by Post crew the contractor will work on the working pronciple and make any adjustments proposed by the BAS Engineering Technician.
4.6.3. Review of Post’s Expendable Sensors / Equipment: Parts for which product data indicates there is a defined operating life expectancy shall be tracked and scheduled for replacement at the time intervals recommended by the manufacturer. For HVAC applications these will typically include Humidity Sensors, Carbon Monoxide Sensors, Carbon Dioxide Sensors, UPS Batteries, etc. There are other specialty parts that can fall under this category. See "I. POST-TRAVEL DELIVERABLES” in this statement of work for additional requirements.
4.6.4. BAS Evaluation: For each BAS at Post, review the system and provide an assessment of and recommendations with regard to the condition, level of functionality, age, possible obsolescence, possible need for upgrades or replacement, etc. of all or any portion of the system.
4.6.4.1. BAS Software Assessment: The Contractor shall review the BAS software installed on the BAS OWS and/or Servers to determine if the software need to be upgraded.
4.6.4.1.1. If the software needs to be upgraded, it shall be ascertained if upgrading the software is possible with the current operating system / computer combination.
4.6.4.1.2. BAS Software that is not of the most current version is not considered in and of itself a justification for upgrading the software. Other factors justifying the need for an upgrade must be presented. Supporting information justifying the recommendation shall be provided.
4.6.4.1.3. A description of the effort involved, and a cost estimate shall be provided if the software needs to be upgraded.
4.6.4.2. BAS OWS / Server Assessment: The Contractor shall review the condition of the BAS OWSs and/or Servers to determine if the hardware is in need of being upgraded or replaced. A description of the effort involved, and a cost estimate shall be provided if the hardware needs to be upgraded or replaced.
4.6.4.3. Missing BAS OWS: Under circumstances where a BAS OWS is found to be missing (typically a laptop computer) the Contractor shall determine what hardware / software is needed. A description of the effort involved in providing the missing BAS OWS and a cost estimate, shall be provided if a BAS OWS is needed at Post.
4.6.4.4. BAS Controller Assessment: The Contractor shall review the various models of BAS controllers installed and determine if any of the controllers are obsolete, are no longer available from the manufacturer and/or are no longer supported by the manufacturer.
4.6.4.4.1. Documentation from the manufacturer that clearly indicates one of these conditions exists shall also be provided.
4.6.4.4.2. A description of the effort that would be involved and a cost estimate for this effort shall be provided if the controller(s) needs to be updated or replaced.
4.6.4.4.3. Work of this nature will not be considered by the COR if supporting documentation from the manufacturer is not provided.
4.6.5. BAS Inventory Retention: While at Post performing PM services, the Contractor shall take inventory of each existing BAS. BAS Inventory data collection shall be performed once, during the initial site visit. The BAS Inventory shall be updated during subsequent PM site visits and resubmitted if it is found that changes have been made that affect the inventory data. The intent of this requirement is to take a full inventory of each installed BAS and to document all of the programming and physical hardware points in each BAS
4.6.5.1. Inventory data collection for each BAS shall include the following information. Separate inventory data collection documents shall be provided for each BAS:
4.6.5.1.1. The quantity and locations of BAS OWS / Servers and the software installed on each of these OWS / Servers. (Operating System, BAS software, production software, encryption software, etc.)
4.6.5.1.2. The locations of each OWS, Server, Hub, Router, Switch, Repeater, Supervisory Controller, and any other Ethernet-level controller that communicates directly to the Server, shall be shown on sanitized floor plans. If CAD drawn floor plans are not available, it is acceptable to show this information on a scanned copy of the floor plan drawings.
4.6.5.1.3. A table providing the following details about the BAS
Supervisory Controllers, which communicate directly to the Server. This table shall include the following five (5) columns:
a. Manufacturer of the controller
b. Product Line of the controller
c. Name of the controller, as defined in the BAS
d. Model of the controller
e. Part Number of the controller
4.6.5.1.4. A table providing the following details about the BAS Sub-
Controllers, which communicate to a Supervisory Controller, sub-totaled by Supervisory Controller. This table shall include the following six (5) columns:
a. Name of the Supervisory Controller
b. Manufacturer of each type of sub-controller
c. Model of each type of sub-controller
d. Part Number of each type of sub-controller
e. Quantity of each type of sub-controller
4.6.5.1.5. A table providing the following details about the Equipment and Systems monitored and/or controlled by the BAS. This table shall include the following two (2) columns:
a. Type of Equipment / System controlled /monitored
b. The quantity of each type of Equipment / System installed
4.6.5.2. The Contractor shall generate a document containing a database printout of the BAS programming, points and other settings for each controller. This will be done using the built-in functionality of the associated OWS / Server. An individual printout shall be provided for each controller.
4.7. Planned Out Five (5) Year PM Activities
4.7.1. At a minimum, the following PM Service activities are required to occur at least once over the five (5) year span of the BAS PM Service
Activity Schedule. It is the intention of this statement of work that tasks noted here shall be broken up evenly to occur over multiple site visits, over the duration of five (5) years.
4.7.2. Sensor, Operator and End Device Point-to-Point Checkout: Hardware points in the BAS shall be verified against actual field conditions once every five (5) years of service life.
4.7.2.1. This checkout shall verify that each hardware point indicated in the BAS is the actual physical point connected to the controller, that the point is functioning properly and that the point is shown / labeled correctly on the appropriate graphic screens.
4.7.2.2. Any discrepancies shall be investigated, and adjustments made as necessary so that all sensors monitored, and devices controlled by the BAS match the associated hardware points indicated in the BAS and provide the desired functionality.
4.7.3. Sensor, Operator and End Device Calibration: The calibration of hardware points in the BAS shall be verified against actual field conditions once every five (5) years of service life.
4.7.3.1. Where sensors, operators and other end devices are capable of being adjusted, the Contractor shall perform the calibration.
4.7.3.2. Sensors shall be calibrated to within the accuracy range stated in the associated manufacturer’s literature.
4.7.3.3. Operators and other end devices shall be adjusted so that the BAS output signal corresponds to operator’s or end device’s full control range.
4.7.3.4. Where sensors, operators and other end devices are not capable of being adjusted, the Contractor shall note the deviation between actual and measured value for sensors and between actual output function and commanded signal.
4.7.3.4.1. The Contractor shall use calibrated instrumentation with a higher accuracy than the sensor, end device or operator being calibrated.
4.7.3.4.2. Calibrated instrumentation used shall have been certified by an independent calibration agency within one (1) year of the dates used.
4.8. Manufacturers’ Recommended PM
4.8.1. It is the responsibility of the Contractor to perform all BAS
Manufacturers’ recommended PM. This shall be completed in addition to the tasks listed above if there are any discrepancies between what is required by this statement of work and the Manufacturers’ recommended PM.
4.9. Deficiency Reporting
4.9.1. Any and all problems, issues, failures, etc. related to the BAS and/or the equipment / systems controlled and/or monitored by the BAS, discovered by the Contractor while performing any of the PM Services described within Section 4. “BAS Preventative Maintenance (PM)
Services” of this Statement of Work shall be considered Deficiencies.
All Deficiencies (open or closed) shall be documented in the PM Report, following the criteria described in Section 9. “Post-Travel Deliverables”.
4.10. Remote Support
4.10.1. The Contractor shall provide up to 50 hours of Remote Support to Post per year, either by phone or by email. The Contractor shall respond to all non-emergency requests within 24 hours, or on the next business day. If Post requires Emergency Support, the Contractor shall respond to Post within 4 hours. All correspondence with Post shall be shared with BAS Support via email. If the Contractor reaches 42 hours of support in a given year and anticipates that more than 50 hours will be required, the Contractor shall notify BAS Support and request a Change Order for the additional hours.
5.Exclusions, Purchase Orders and Modifications
5.1. Exclusions
5.1.1. This Statement of Work does NOT include the repair of equipment, the replacement or procurement of parts, controllers or computers, the replacement of BAS systems, software upgrades or re-commissioning of the BAS. This exclusion does not apply if the work (parts and/or services) is to correct damage caused by Contractor negligence.
5.2. Purchase Orders and Modifications
5.2.1. Work outside the scope of PM Services must be approved by the COR prior to performance of the work. The Contractor shall prepare a proposal, including pricing and scope of work, for Non-PM Service work and submit it to the Government for approval and acceptance as a separate Purchase Order or as a Modification to the Contract.
5.2.2. The Government shall accept, reject, or defer action on the Contractor’s proposal for work outside the PM Services statement of work and reserves the right to obtain similar work from other competitive sources.
5.2.3. When a proposal from the Contractor to perform work outside the scope of PM Services is approved by the Contracting Officer (CO), the Government will issue a Purchase Order or a Modification to the Contract for the additional work. Work is not authorized to proceed until the date so indicated in the Purchase Order or the Modification to the Contract.
5.2.4. The Contractor shall coordinate this additional work with the PM
Service work to achieve logistic efficiencies. In addition to the requirements described elsewhere in this statement of work, the following requirements will also apply:
5.2.4.1. The Contractor shall be required to provide a Submittal for review to the COR. The submittal shall clearly describe in detail repairs and/or modifications being made and shall include control drawings, product data and Sequences of Operation as applicable to the work being done. Work will not proceed without approval of the Submittal by the COR.
5.2.4.2. The Contractor shall procure parts (including controllers and computers) and/or software required to perform the additional services defined in the approved proposal and arrange for shipping that will allow for the arrival of parts at Post prior to the dates scheduled for the associated PM Service site visit. These additional works / services will be provided as part of an upcoming, regularly scheduled PM Service site visit.
5.2.4.3. Non-PM Service work being provided as part of a Purchase Order or a Contract Modification shall be thoroughly tested by the Contractor and functionality demonstrated to a Government designated representative (COR or Facility Manager as project conditions require.) Depending on the scale and scope of the work, Commissioning may also be required by the Purchase Order / Contract Modification.
5.2.4.4. The Contractor shall warrant all parts, labor, installation, modification and other services provided by a Purchase Order or a Contract Modification for a period of one (1) year from the date of acceptance by the COR.
5.2.4.4.1. The warranty shall guarantee that the work performed, and any parts provided, function as intended.
5.2.4.4.2. The warranty shall guarantee that the portions of the BAS that were worked on function after the work is completed.
5.2.4.4.3. The warranty shall guarantee that the work is complete and that the intent of the Purchase Order or Contract Modification was achieved.
5.2.4.4.4. The Contractor shall provide technical support by telephone throughout the warranty period.
5.2.4.4.5. The Government reserves the right to make changes to the BAS during the Warranty Period. Such changes do not constitute a waiver of warranty. The Contractor shall warrant parts and installation work regardless of any such changes made by the Government, unless the Contractor provides clear and convincing evidence that a specific problem is the result of such changes to the BAS.
5.2.5. If the Contractor proceeds to perform any…
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