PWS for TAB Certification 04-20-2022 Revised.docx

Southeast Louisiana Veterans Health Care System

629-17-2-XX-XXXX

Performance Work Statement

For Testing-Adjusting-Balancing Services of HVAC Systems at Southeast Louisiana Veterans Health Care System New Orleans Replacement Facility Department of Veterans Affairs

April 20, 2022

Performance Work Statement for Testing-Adjusting-Balancing (TAB) Of Heating, Ventilation and Air Conditioning (HVAC) Systems at The Southeast Louisiana Veterans Health Care System, New Orleans, LA

1.0. INTRODUCTION

1.1. The Department of Veteran Affairs, Southeast Louisiana Veterans Health Care System, New Orleans, LA (SLVHCS) requires on-site professional to accomplish annual Testing-Adjusting-Balancing (TAB) of the Heating, Ventilation and Air Conditioning (HVAC) Systems at the Replacement Medical Center.

1.2. The TAB effort shall include the following buildings and areas on the medical center campus:

· Pan Am (Administration)

· Central Energy Plant

· Diagnostic and Treatment

· Inpatient

· Outpatient

· Research (Dixie)

· Transitional Living

· Concourse A

2.0 SCOPE

2.1. The contractor shall perform annual testing, adjusting and balancing in accordance with ANSI/ASHRAE Standard 111-1988 – “Practices for Measurement, Testing, Adjusting, and Balancing of Building Ventilation, Air-Conditioning, and Refrigeration Systems.” See Appendix A for a compilation of definitions used in this Performance Work Statement (PWS). Balancing and Testing should terminate at the Chilled Water Loop for each building.

2.2. Facility drawings and equipment schedules may be furnished to the contractor by Facilities Management Service (FMS) after award.

2.3. The Contractor shall conduct TAB procedures in this PWS to ensure HVAC design specifications for the facility are met and met manufacturer’s specifications for optimal performance. These shall include the following:

2.3.4. Verifying that automatic control devices are functioning properly.

2.3.5. Reporting results of the activities and procedures specified in Appendix B.

2.3.6. The contractor shall plug all holes that have been made in the ducts for taking test readings, in order to prevent air leakage. Disruption of duct, pipe, and/or equipment insulation shall also be appropriately repaired by the contractor in a professional work like manner.

2.3.7 The certifying contractor shall be a current certified test and balance professional working for a certified test and balance firm.

3.0 PERIOD OF PERFORMANCE – Base year to commence on/or about August 1, 2022 with four (4) one year option periods.

3.1. PLACE OF PERFORMANCE – SLVHCS, 2400 Canal Street, New Orleans, LA 70119.

3.2 WORK SCHEDULE - 6.1. All inspections will be conducted during normal business hours between the hours 8:00a.m. to 4:00p.m. Arrangements shall be made 5 workdays in advance with the COR or designee prior to starting work.

3.3. All systems shall maintain operation during the course of the work. If shut down or stoppage of the equipment is warranted to complete the work, an outage request will be made to the COR or designee in writing. Contractor shall furnish information on impact to the hospital equipment, staff and patients. Note that some shutdowns require at minimum 2 weeks advance notice to minimize impact to hospital mission and patients. The work areas will be restored upon inspection completion.

3.4. At times, due to possible emergency situations, work may be stopped or delayed, as approved by the COR or designee.

3.5. Performance of work may be required on Government holidays. Below is a list of approved observances. The dates provided are for 2022. Subsequent annual list of holidays and observances will be provided in advance of option year renewal.

2017 Holiday Schedule

Holiday

New Year’s Day

Birthday of Martin Luther King, Jr.

Washington’s Birthday

Memorial Day

Independence Day

Labor Day

Columbus Day

Veterans Day

Thanksgiving Day

Christmas Day

4.0 DELIVERABLES

4.1. The contractor shall provide the following deliverables to the Government as specified:

4.1.1. Work and Testing Plan. The contractor shall provide a work and testing plan to the government for review and approval prior to the departure of the on-site testing team to the work site.

4.1.1.1. Work and Testing Plan should meet or exceed industry standards and align with ANSI/ASHRAE Standard 111-1988 – “Practices for Measurement, Testing, Adjusting, and Balancing of Building Ventilation, Air-Conditioning, and Refrigeration Systems.

4.1.2. System Labelling. See discussion of system labelling requirements on page 3 of Appendix B to this PWS.

4.1.2.1. The contractor shall put a small sticker on the frame of the Supply Air Diffuser, in a readily accessible space located above the ceiling indicating:

· source of air

· designed quantity of air

· actual quantity of air.

For example: “AHU-1 Design: 200 CFM Actual: 180 CFM”

4.1.2.2. Contractor shall mark air damper positions, fully open/fully close, especially where the duct is wrapped around with insulation.

4.2. Testing, Adjusting, and Balancing Reports.

4.2.2.1. Overall results of the TAB effort.

Upon conclusion of the performance TAB Services, the Contractor shall provide the Government with an Excel report (“Report”), which is intended for the owner to provide for submission to applicable agencies, such as the local authority having jurisdiction (AHJ), Insurance Agencies and/or the Joint Commission. Proper TAB reports shall be furnished with the stamp of the accrediting agency (i.e. AABC or NEBB) to the certified TAB firm, clearly on the reports.

5.0. QUALIFICATIONS AND SECURITY REQUIREMENTS.

5.1. Qualifications and Equipment Requirements for the Contractor’s Field Staff

5.1.1. Technical.

5.1.1.1. The contractor shall engage a testing, adjusting, and balancing agent certified by either AABC or NEBB. Qualification Data and shall submit evidence, to the COR not later than 15 calendar days prior to the site work, that testing, adjusting, and balancing agent meets the qualifications specified in “Quality Assurance” ..

5.2. The contractor shall be equipped with all necessary special tools, hardware, computer, and communications equipment to perform technical inspections on the specific equipment undergoing TAB.

5.3. Instrumentation Type, Quantity, and Accuracy: As described in AABC national standards if AABC report form is used or as described in NEBB's "Procedural Standards for Testing, Adjusting, and Balancing of Environmental Systems," Section II, "Required Instrumentation for NEBB Certification" if NEBB report form is used.

5.4. Instrumentation Calibration: The contractor shall use instruments that have been calibrated within the 6 months by a certified calibration facility, or shall have been calibrated within a shorter period of time if required by the instrument manufacturer.

6.0. COORDINATION

6.1. Service Interruptions. The engineers and technicians shall plan, coordinate, and schedule all site work with the post Facility Manager. Any and all service interruptions, such as shut off of air handling equipment, shall be subject to approval by the post Facility Manager.

6.2. Site Restoration. The contractor shall ensure that all facilities receiving this work shall be left in a condition acceptable to the Facility Manager at post, upon completion of the work.

6.3. Disposal Of Materials Removed. The Contractor shall be responsible for the disposal of all trash created while performing this work. The contractor shall transport all materials to be disposed of from the job site, and shall ensure that all items removed through this work are disposed of responsibly.

6.4. Equipment. The contractor shall furnish all tools and equipment required to execute this work.

6.5. Safety. The contractor, contract employees or sub-contractors shall comply all safety requirements of the medical center.

7.0 GENERAL TESTING AND BALANCING PROCEDURES

7.1. TAB procedures for each building should following industry standards, manufacturer’s recommendations and best practices terminating at the chilled water loop for each building.

8.0 GENERAL INFORMATION

8.1. Contractor Personnel.

· Personnel Identification Verification (PIV) Badge issued by the Government.

· Photo Identification Badge issued by the employee’s respective employer.

8.2. Key Personnel. All services covered by this contract will be performed by fully qualified and trained TAB Technicians. TAB Supervisor shall possess the necessary skills and experience to perform the work as identified in the PWS for specialized TAB or supplement services Air Handling Units and associated and ancillary equipment.

8.3. All services covered by this contract will be performed by fully qualified and TAB Technicians. TAB Supervisor shall possess the necessary skills and experience to perform the work as identified in the PWS for specialized preventive maintenance, repair or supplement services HVAC related.

8.4. The Contractor’s Staff will include, when required, technicians or subcontractors specifically qualified and trained to perform the tasks identified in the PWS. All Contractor personnel will also be capable of reviewing and analyzing the equipment’s logs and operating history. The Contractor will provide an onsite lead Supervisor person in their Key Personnel Staffing during the execution of all work or as directed by this PWS and monitored by the COR.

8.5. The Contractor shall provide a qualified and experienced Project Manager (PM) for this contract. The Project Manager shall have full authority to act for the Contractor and serve at all times to carry out all the provisions of the contract. The PM shall be in charge of and have overall responsibility for the work to be carried out under this contract.

8.6. The Contractor’s PM’s work hours shall coincide with the Medical Center’s business hours which are defined as 7:30 AM – 4:00 PM, Monday through Friday, with the exceptions of all holidays observed by the Government. The PM or approved responsible alternate authorized by the COR will be identified and available for receiving calls 24 hours a day, seven (7) days a week.

8.7. The Contractor’s project manager’s work hours shall coincide with the Medical Center’s business hours which are defined as 7:30 AM – 4:00 PM, Monday through Friday, with the exceptions of all holidays observed by the Government. The Project Manager or approved responsible alternate authorized by the COR will be identified and available for receiving calls 24 hours a day, seven (7) days a week.

8.8. The Contractor shall submit within five (5) working days (M-F) after the award of the contract a list of its Key Personnel, PM and an alternate or equally responsible Supervisor person who when approved by the COR shall assume the PM’s duties when the primary project manager is absent. The key personnel list shall also identify the names of the certified refrigeration mechanics that will perform the Base Services of this PWS. A resume shall be included with all names on the Contractors Key Personnel List. The Contractor shall include with the Key Personnel List contact numbers and email addresses for all employees performing services under this contract.

8.9. When Staffing changes are made the Contractor shall comply with updating the Key Personnel List prior to processing for a security badge providing the supporting documentation of a resume and submitting the list to the COR. Any change in lead level Staffing shall require 15 days’ notice to the COR.

8.10. The Government shall have the right in its sole discretion to approve or reject any Project Manager selected by the Contractor at any time.

9.0. Conduct

9.1. The Contractor’s employees at all times while on the job site, whether on or off duty, shall conduct themselves in a professional, orderly and safe manner. Rudeness, fighting, being under the influence of alcohol and/or drugs or possessing and/or consuming alcohol and/or drugs, gambling, soliciting, stealing, and any other conduct that interferes or has the potential to interfere with the Contractor’s performance of its duties under this contract, shall not be permitted on the job site and shall result in immediate and permanent removal from the job site of any employee engaging in such conduct from work.

9.2. The contractor and its personnel shall review and agree to comply with the Government’s Information Security System (ISS), and network policy.

9.3. This is a non-smoking facility. This includes e-cigarettes.

9.4. Neglect of duties shall not be condoned. This includes sleeping while on duty, unreasonable delays or failures to carry out assigned tasks, conducting personal affairs during duty hours and refusing to render assistance or cooperate in upholding the integrity of the worksite security.

9.5. Physical Security. The contractor shall safeguard all government property.

10.0 CONTRACTOR FURNISHED RESOURCES

10.1. GENERAL

The Contractor shall furnish all supervision, labor, administrative support, materials, tools, parts, supplies, equipment, and transportation necessary to fulfill all the requirements and satisfactorily perform all services described in this PWS in a safe, orderly, timely, efficient and workmanlike manner. The contractor shall provide any additional resources

10.2. PROPERTY AND PERSONNEL PROTECTION

10.2.1. The contractor shall use clean drop cloths or other suitable covering to fully protect furniture and equipment where work is being performed.

10.2.2. Proper protective signs such as “MEN WORKING ABOVE, DANGER” Etc. to alert other working personnel shall be used. All OSHA guidelines must be followed.

10.2.3. The contractor will leave all work areas in a clean and sanitary condition. Extreme care must be taken to protect all V.A. equipment.

10.2.4. The Contractor shall provide all safety equipment/devices, personal protective equipment and clothing as required for its employees.

10.3. SUPERVISION

A thoroughly trained and experienced supervisor and staff will perform all work under the strict supervision of the contractor. The supervisor must be able to read and understand blueprints.

11.0 SAFETY PRECAUTIONS

11.1. The Contractor shall comply with all applicable Federal, State and local legal requirements regarding workers health and safety. The requirements include but are not limited to, those found in Federal and State Occupational Safety and Health Act (OSHA) statutes and regulations, such as applicable provisions of Title 29, Code of Federal Regulations (CFR) Parts 1910 and 1926. Contractor is solely responsible for determining the legal requirements that apply to activities, and shall ensure safe and healthful working conditions for its employees.

11.2. Contractor shall assume the responsibility to guard against causing of fires and/or explosions and to protect Government Property.

11.3 The Contractor shall perform the work in a manner consistent with industry standards and best practices.

11.4. No flammable liquids shall be stored or used in the medical center.

11.5. The necessary number and appropriate types of portable fire extinguishers are required per National Fire Protection Agency (NFPA) 10 and NFPA 241. Contractor shall keep certification on site at all times of extinguisher inspections.

11.6 The Contractor shall receive from the COR a permit for all cutting, welding, and soldering 24 hours in advance. All permits shall be prominently displayed during all construction.

11.7. All necessary precautions shall be taken by the contractor to prevent accidental operation of any existing smoke detectors or sprinkler heads.

11.8. The Contractor shall comply with an Infection Control Risk Assessment (ICRA) which will be developed with the COTR and the Infection Control Practitioner. Multiple ICRA’s may be necessary to address specific risks at various stages of the project and must be approved prior to proceeding on each phase.

12.0 HAZARDOUS MATERIAL REPORTING

12.1. The Contractor shall maintain hazardous material inventories and material safety data sheets (MSDS) for all hazardous materials (as defined in CFR 1910.120, 40 CFR’s 355, 370, & 372) to be stored and used on this Medical Center. Hazardous materials must be inventoried when received and at the project’s completion. The amounts used shall be maintained for the project duration, and for the calendar year (ending 31 December).

12.2. Hazardous Materials Inventories, Material Safety Data Sheets and material quantities used shall be submitted to the Contracting Officer for approval.

12.3. In the event of a spill, Contractor shall immediately notify the Contracting Officer’s Technical Representative (extension 5138) as well as the Contracting Officer. The Contractor shall be solely responsible for the expense of any cleanup of such spill, and the cleanup shall be in accordance with the applicable provisions of 40 CFR Part 761.

12.4. Asbestos Containing Material (ACM) is not present in the workspace. If contractor locates suspected ACM, they shall contact the COR immediately for further direction.

13.0 ENVIRONMENTAL PROTECTION

13.1. In order to provide for abatement and control of all environmentally hazardous materials arising Inspection activities, the Contractor shall comply with all applicable environmentally hazardous material control and abatement and all applicable as specifically required by state, local, federal, VHA and TJC.

13.2. The Contractor is responsible for daily cleanup of all areas affected by its work. Areas in use or affected shall be returned to condition in which they were turned over or initially found. VA Housekeeping shall not be dispatched for cleaning associated with contractor work.

13.3. The Contractor shall take every precaution in preserving flooring, finishes, equipment, and furniture in areas of work. The Contractor shall repair or replace any damage incurred during its work at their expense.

13.4. Contractor shall use freight elevators for transmission of materials and personnel. Contractor shall take every precaution in preserving the elevators, including the hoist way and lobby doors, interior finishes, and shall conduct all good practices in observing lifting and motor components tolerances. Any damage incurred to any elevator component due to negligence will be repaired at expense of the contractor, within the work day of incurred damage.

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement.

14.0 DELIVERABLES

14.1. QUALITY ASSURANCE SURVEILLANCE PLAN (QASP) - shall be delivered as part of the initial contract kickoff and submitted either at the kickoff meeting (one electronic and one hard copy) or emailed to the CO should the meeting be waived: Quality Assurance Surveillance Plan (QASP).

14.2. LIST OF PERSONNEL REQUIRING SECURITY BADGING - The Contractor shall provide the COR with a list of employees who will be applying for security badges five (5) days after the contract award date.

14.3. RESUMES OF ALL KEY PERSONNEL - The Contractor shall provide the resumes for all personnel proposed to perform work on this contract for approval five (5) days after the contract award date.

14.4. TELEPHONE, CELL, FAX NUMBERS, EMAIL ADDRESSES, SCHEDULES - The Contractor shall identify and provide the COR with a list of names, and telephone numbers of the key personnel who shall be responsible for fulfilling all the requirements of this PWS including their work schedules.

14.5. QUALITY CONTROL PLAN - The Contractor shall, within fifteen (15) days of contract start date, submit a quality control plan that details how the Contractor will insure all requirements of the contract will be fulfilled. The plan shall include but not be limited to all elements of the quality control program described in the technical proposal that the contractor submitted in response to the Government's solicitation for this contract.

14.6. PREVENTIVE MAINTENANCE PLAN - The Contractor shall, within fifteen (15) days of contract start date, submit a preventive maintenance plan that details how the Contractor will insure all requirements of the contract will be fulfilled.

14.7. SAFETY PLAN - The Contractor shall, within fifteen (15) days of contract award, submit its own detailed safety and protection plan that shall comply with all safety, environmental protection, property protection and health provisions of the contract.

14.8. SERVICE REPORTS (format) – The Contractor shall complete service reports for every service call.

14.9. TESTING AND INSPECTION REPORTS - The Contractor shall, within fourteen (14) days after services are rendered, submit (1) original and two (2) copies, inspection and testing reports.

14.10. COMPANY/TECHNICIAN CERTIFICATION – The Contractor shall, after any work is completed on the system (submitted with service ticket, testing and inspection reports), and prior to contract award furnish to the Government all certifications.

14.11. RECORDS - Cumulative service records shall be kept for Dampers by location. A separate record file shall be established and kept up to date for each unit. The Contractor shall submit proposed formats for each of the required records listed below for the COR's approval at least 15 calendar days prior to the start date of the contract.

APPENDIX A - DEFINITIONS

The following definitions are used throughout this PWS and the TAB procedures.

1. AABC: Associated Air Balance Council.

2. AMCA: Air Movement and Control Association.

3. NEBB: National Environmental Balancing Bureau.

4. ASHRAE. American Society of Heating, Refrigerating and Air Conditioning Engineers.

5. ANSI. American National Standards Institute

6. SMACNA: Sheet Metal and Air Conditioning Contractors' National Association.

7. CTI: Cooling Tower Institute.

8. Adjust: The final setting of balancing devices such as dampers and valves, adjusting fan speeds, in addition to automatic control devices such as thermostats and pressure controllers to achieve maximum specified system performance and efficiency during normal operation.

9. Building Automation System (BAS). The digital distributed control system that operates the HVAC equipment. There are generally two separate systems in new embassy compounds.

10. Balance: To proportion flows within the distribution system, including sub-mains, branches, and terminals, according to design quantities.

11. Draft: A current of air, when referring to localized effect caused by one or more factors of high air velocity, low ambient temperature, or direction of airflow, whereby more heat is withdrawn from a person's skin than is normally dissipated.

12. Dynamic (velocity) Pressure: In a moving fluid, the pressure that would induce an equivalent velocity if applied to move the same fluid through an orifice, so that all pressure energy is converted into kinetic energy. Velocity pressure is always a positive value. The difference between the total pressure and static pressure (relative to the same datum).

13. HVAC: Heating, Ventilation and Air Conditioning.

14. Procedure: An approach to and execution of a sequence of work operations to yield repeatable results.

15. Report Forms: Test data sheets for recording test data in logical order.

16. Sheave: A grooved wheel or pulley for belt-driven equipment.

17. Static Head: The pressure due to the weight of the fluid above the point of measurement. In a closed system, static head is equal on both sides of the pump.

The following definitions are used throughout this PWS and the TAB procedures.

1. AABC: Associated Air Balance Council.

2. AMCA: Air Movement and Control Association.

3. NEBB: National Environmental Balancing Bureau.

4. ASHRAE. American Society of Heating, Refrigerating and Air Conditioning Engineers.

5. ANSI. American National Standards Institute

6. SMACNA: Sheet Metal and Air Conditioning Contractors' National Association.

7. CTI: Cooling Tower Institute.

8. Adjust: The final setting of balancing devices such as dampers and valves, adjusting fan speeds, in addition to automatic control devices such as thermostats and pressure controllers to achieve maximum specified system performance and efficiency during normal operation.

9. Building Automation System (BAS). The digital distributed control system that operates the HVAC equipment. There are generally two separate systems in new embassy compounds.

10. Balance: To proportion flows within the distribution system, including sub-mains, branches, and terminals, according to design quantities.

11. Draft: A current of air, when referring to localized effect caused by one or more factors of high air velocity, low ambient temperature, or direction of airflow, whereby more heat is withdrawn from a person's skin than is normally dissipated.

12. Dynamic (velocity) Pressure: In a moving fluid, the pressure that would induce an equivalent velocity if applied to move the same fluid through an orifice, so that all pressure energy is converted into kinetic energy. Velocity pressure is always a positive value. The difference between the total pressure and static pressure (relative to the same datum).

13. HVAC: Heating, Ventilation and Air Conditioning.

14. Procedure: An approach to and execution of a sequence of work operations to yield repeatable results.

15. Report Forms: Test data sheets for recording test data in logical order.

16. Sheave: A grooved wheel or pulley for belt-driven equipment.

17. Static Head: The pressure due to the weight of the fluid above the point of measurement. In a closed system, static head is equal on both sides of the pump.

18. Static Pressure: The measure of potential energy of a unit of air in a particular cross section of duct. Air pressure on a duct or plenum wall is considered static.

19. Suction Head: The height of fluid surface above the centerline of the pump on the suction side.

20. System Effect: A phenomenon that can create undesired or unpredicted conditions that cause reduced capacities in all or part of a system.

21. System Effect Factors: Allowances used to calculate a reduction of the performance ratings of a fan when installed under conditions different from those presented when the fan was performance tested.

22. Testing, Adjusting and Balancing (TAB): The three major steps used to achieve proper operation of HVAC systems.

23. Terminal: A point where the controlled medium, such as fluid or energy, enters or leaves the distribution system.

24. Test: A procedure to determine quantitative performance of a system or equipment; the use of specialized and calibrated instruments to measure temperatures, pressures, rotational speeds, electrical characteristics, velocities and air and water quantities for an evaluation of equipment and system performance.

25. Testing, Adjusting, and Balancing Agent: The entity responsible for performing and reporting the testing, adjusting, and balancing procedures.

26. Total Pressure: The pressure the air exerts in the direction of flow (dynamic/velocity pressure) plus the pressure the air exerts perpendicular to the plenum or container through which the air moves (static pressure). In other words, total pressure is the sum of dynamic/velocity pressure plus static pressure.

Appendix B– Equipment Schedule Air Testing, Balance and Certification Contract

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

XX

X

X

XX

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X

X image1.png image2.png