4. SOW - Task Order - Air Handler Refurbishment (Phase 4).pdf

10/03/2022

Statement of Work

WCF Air Handler Refurbishments, Phase 4

SECTION I: Background

1.1 The Bureau of Engraving and Printing Western Currency Facility (WCF) is located at 9000 Blue

Mound Road, Fort Worth, TX, 76131. Construction began on the WCF in 1987 and was completed in

1989. In the time since, the facility has expanded several times and is almost triple in size to the original foot print. WCF is in the process of refurbishing all air handling units. This SOW covers phase 4 of a 5 phase effort.

SECTION II: Purpose

2.1 Contractor shall provide all expertise, labor, tools, materials, equipment, and supervision necessary to replace existing air handlers (AHU) throughout the facility. Contractor shall replace twenty one (21)

AHUs , fully reintegrating them with existing WCF systems. The units are located in chemical mezzanine, area 12, corridor, warehouse penthouse, west penthouse, ink mill penthouse, goodwill loading dock, dock 12, admin mechanical room, mezzanine fan room and above badging office.

SECTION III: Technical Requirements/Tasks/Outcomes

3.1. Contractor shall use this SOW along with the associated specifications, drawings, and attachments as the basis for all work and deliverables. Where there is a conflict in language between the specifications, drawings, attachments, and this SOW, the language of this SOW shall take precedence. Where there is conflict between this SOW and any proposal submitted by the contractor’s team, this SOW and associated specifications, drawings and attachments will take precedence. This means that no accepted proposal of the contractor’s team will modify the scope and intent of these requirements, while it may further refine the level of detail defining the work means, methods and deliverables necessary to successfully meet the scope and intent of these requirements.

3.2. Contractor is responsible for providing fully functioning systems prior to closeout. Aspects of a fully functioning system may not be explicitly addressed within this document nor the design documents. This lack of explicit attention does not relieve the contractor from the responsibility of expertly understanding the in-depth technical details of this project prior to bidding nor the responsibility to provide necessary components and subsystems for a fully functioning system that comes from that in-depth, expert understanding.

3.3. Contractor shall coordinate with CO/COR to resolve any issues impacting scope, schedule, cost, quality, resources, other projects, existing systems and out-of-scope site conditions, such as, but not limited to, changes to placement of equipment or location of penetrations.

3.4. All work and deliverables shall conform to applicable laws, regulations, standards and codes, including but not limited to the following.

3.4.1. International Building Code

3.4.2. National Fire Prevention Association codes

3.5. Contractor shall provide full, certified commissioning of each system and that commissioning duty shall be performed by an independent, third party not associated with any party responsible for installing the system other than by the associated subcontract for the purpose of commissioning.

3.6. Provide a separate cost proposal for each of the major work subdivisions, including but not limited to, each AHU replacement.

3.7. Deliverables. All deliverables shall comply with specifications and be delivered per schedule, below.

3.7.1. Specifications notwithstanding, government will review submittals at an average rate of one (1) identifiable submittal topic (e.g., product brochure, shop drawing, etc.) per three

(3) business days, in sequence.

3.7.2. Architectural/Engineering reviews will take up to fourteen (14) business days per submittal, in sequence.

3.7.3. Submittals which are grouped into a single file will not receive a response until all contained submittal topics in the file are reviewed. Submittals which are grouped into a single file and which do not clearly identify each submittal topic on each page of the submittal will be treated as if each page is a single submittal.

3.7.4. Submittals which do not comply with transmittal requirements per specifications, may be returned without comment.

3.7.5. Electronic files larger than 10 MB, shall be delivered by a secure, large file delivery service procured by contractor.

ID Deliverable Due Date

Deliverable

Recipient Deliverable Format

Preliminary Network Diagram Ten (10) days after award COR PDF

Personnel List Prior to post award meeting COR MS Word/Excel/PDF

Preliminary Project Schedules Ten (10) days BEFORE Notice to Proceed COR MS Project

Submittals Schedule/Register Fifteen (15) days after NTP COR MS Excel/PDF

CPM Construction Schedule -Twenty (20) days after NTP;

-Three (3) days before first progress meeting of each month.

COR MS Project/PDF

Manage Baseline Schedule Concurrent with CPM Construction

Schedule

COR MS Project/PDF

Safety & Fire Plan Fourteen (14) days prior to start of onsite work

COR MS Word/PDF

Waste Management Strategy Fourteen (14) days prior to start of onsite work

COR MS Word/PDF

Worksite Plan Ten (10) days prior to start of onsite work COR MS Word/PDF

Quality Assurance Plan Ten (10) days prior to start of onsite work COR MS Word/PDF

Quality Control Plan -With QA Plan;

-Seven (7) days prior to start of each key work evolution

COR MS Word/PDF

Product substitution request No later than forty-five (45) days after NTP COR MS Word/PDF

Coordinated parts list Sixty (60) days after start of onsite work COR MS Word/Excel/PDF

Full, updated Schedule of Values -Seven (7) days prior to initial Application for Payment;

-Concurrent with subsequent Applications

COR PDF AIA G703

Safety Data Sheets (SDS) for Hazardous

Materials

Approval prior to material being brought onto the BEP property; allow fourteen (14) days.

COR PDF Form

Environmental Records Within four (4) hours of request. COR MS Word/PDF

Quality Control Records Within four (4) hours of request. COR MS Word/Excel/PDF

As-Built Drawings At least ten (10) days prior to closeout or

BOD/SUD of warranted component.

COR DWG and PDF Form

O&M Data and Warranty At least ten (10) days prior to closeout or

BOD/SUD of warranted component.

COR PDF Form

Progress Meeting As frequent as Weekly COR MS Word/PDF

Daily Construction Reports Weekly COR MS Word/PDF

Waste disposal documentation

(manifests or bills of lading)

Monthly COR MS Word/PDF

Field Condition/Issue Reports Within one (1) day of discovery COR MS Word/PDF

Facility Impact Request (FIR) No later than five (5) days prior to subject work

COR MS Word/PDF

Facility Impact Plan (FIP) No later than thirty (30) days prior to subject work

COR MS Word/PDF

Lift Plan No later than seven (7) days prior to subject lift

COR MS Word/PDF

Equipment/materials delivery notification

No later than fourteen (14) days prior to arrival

COR MS Word/PDF

O&M Manuals, review Fourteen (14) days prior to final inspection COR 2 hardcopies and PDF

O&M Manuals, final Fourteen (14) days after receipt of review comments

COR 2 hardcopies and PDF

Notice of intermediate Beneficial

Occupancy Date/Substantial Use Date

(BOD/SUD)

Fourteen (14) days prior to effective date CO/COR PDF

Notice of substantial completion Thirty (30) days prior to effective date CO/COR PDF

3.8. Performance/ Delivery.

3.8.1. Contractor shall complete all work within 365 days from Notice to Proceed.

3.8.2. Work and deliveries under this scope apply to Western Currency Facility, 9000 Blue

Mound Road, Fort Worth, TX 76131

3.8.3. Contractor shall provide a personnel list that includes name and contact information for the following positions:

3.8.3.1. Project Manager. Provide third party credentials showing that the PM has qualified experience in this role. At a minimum, document the mastery of scheduling tools (e.g., MS Project), requirements tracking, risk management, cost control, communications management, and quality management.

3.8.3.2. Superintendent.

3.8.3.3. Quality Control Manager.

3.8.3.4. Site Safety and Health Officer.

3.8.3.5. Financial officer who will be submitting pay apps and invoices.

3.8.4. Contractor shall provide the following preliminary schedules prior to NTP. Fully correlate the schedules to one another and to requirements within contract scope documents.

3.8.4.1. Construction schedule. Preliminary schedule will consist of top work package start/stop (e.g., installation of a particular system unit indicated in section II), key milestones (e.g., those requiring coordination external to contractor’s organization, long lead equipment deliveries, work site transitions, beneficial occupancy/substantial use, crane/helicopter operations, etc.)

3.8.4.2. Submittals schedule.

3.8.4.3. Schedule of values.

3.8.5. Contractor shall work with BEP stakeholders to establish a master schedule baseline consisting of various milestones that are significant to the stakeholders for various reasons:

external dependencies (e.g., program integrated master plan/schedule), upward reporting, significances related to visibility or scale of scope, etc.

3.8.5.1. The master schedule baseline identifies milestones that shall be managed under formal change control.

3.8.5.2. The master schedule shall drive dependencies in the construction schedule.

3.8.5.3. The master schedule baseline represents a subset of the construction schedule baseline, which is established and managed in greater detail within the scheduling tool used.

3.8.5.4. The master schedule shall be correlated to the construction schedule if it is maintained separately from the tool used to manage the construction schedule.

3.8.5.5. The master schedule baseline shall remain unchanged throughout the project unless a process of change control documents any change after providing stakeholders the opportunity to discuss and negotiate the change. The CO/COR will have final approval before any change becomes established as the new baseline.

3.8.6. Contractor shall provide a worksite plan prior to start of work.

3.8.6.1. Include layout depicting the extent of all work zones.

3.8.6.2. Include proposed staging areas.

3.8.6.3. Include proposed ingress/egress routes.

3.8.6.4. Include proposed delivery/lift traffic areas.

3.8.6.5. Include proposed waste accumulation areas.

3.8.6.6. Identify hazardous work areas (e.g., hot work, dust/vapor generation, overhead/drop hazards, fall hazards, electrical work, etc.)

3.8.7. Contractor shall provide a quality assurance plan per specifications.

3.8.7.1. In addition to requirements of specification, establish key work evolutions and summarize the approach for assuring quality for each work product.

3.8.7.2. At a minimum, the key work evolutions will correspond to work breakdown units depicted in preliminary schedules (see 3.8.4).

3.8.8. Contractor shall provide an updated quality control plan prior to each key work evolution per schedule above.

3.8.8.1. Key work evolutions are identified in Quality Assurance Plan

3.8.8.2. Include proposed inspection sheet listing all requirements that will be covered by the inspection(s).

3.8.8.3. Include proposed inspection schedule. Schedule can be event driven based on achieving associated, dependent work products.

3.8.9. Contractor shall notify COR/CO of any work impacting production or facility systems via FIR in advance of the work.

3.8.9.1. Contractor shall document the proposed work by describing, at a minimum, the timing, locations, details of work evolution, personnel involved, and any information specifically requested by COR/CO.

3.8.9.2. Contractor shall identify all potential impacts. At a minimum, the following types of impact shall be considered.

• Penetrations of walls, ceilings, roof.

• Operation/shutdown of existing, associated systems (e.g., steam, water, electrical)

• Hinderances to foot or vehicle traffic.

• Hinderances to production.

• Dust, smoke, sparks, fire.

• Falling debris or heavy objects above spaces occupied by people or equipment.

• Any impacts identified by BEP personnel upon review of the FIR.

3.8.9.3. Contractor shall propose at least one (1) measure to mitigate each impact identified.

3.8.9.3.1. Unless agreed upon through contract modification, contractor shall provide all resources necessary to mitigate impacts (e.g., barriers, watchers, protective coverings, temporary structures, etc.)

3.8.9.3.2. Contractor shall identify coordination needed with BEP resources (e.g., personnel, access routes, etc.) and shall accommodate the schedule constraints of such.

3.8.9.4. Contractor shall not initiate work that impacts production or facility systems without authorization from COR/CO.

3.8.10. Contractor shall develop, provide, and implement a facility impact plan for work identified as exceptional impact by COR. Examples include, logistic areas (e.g., lockers, restrooms, canteens, loading docks, 90 day storage, paper storage, etc.), long-term (more than 2 days) work evolutions impacting production areas, work requiring repeated passage between secure and insecure areas, etc. At minimum, the plan shall include the following elements.

3.8.10.1. Detailed description of the work and potential impacts. Including areas impacted and duration of impact.

3.8.10.2. Full description of more than one (1) alternative proposal for minimizing impact.

3.8.10.3. Description of resources involved in each proposal, both contractor-provided and BEP-provided resources.

3.8.10.4. Risk identification and analysis unique to the proposed work as relating to WCF.

Consider risks to scope, schedule, quality, environment, safety posture, and security posture, at a minimum.

3.8.10.5. Proposed risk management plan for each identified risk.

3.8.10.6. Recommended alternative, providing justification that addresses balance between benefits and adverse impacts.

3.9. Contractor shall provide Safety Data Sheets (SDS) as a separate submittal containing only

SDS’s and not combined with other submittals.

3.9.1. Contractor shall provide a cover form, BEP Form 1030, Chemical Questionnaire for SDS

Review with for each separate substance.

3.10. Contractor must notify Contracting Officer of impending beneficial occupancy or substantial use in advance of the effective date; see schedule above. With notification, contractor must request a letter acknowledging the effective date. Without this request, and the subsequent letter from the CO, affected dates and periods (e.g., warranty) will be established as usual during closeout despite other, 3rd party dates (e.g., manufacturer warranty) to the contrary.

3.11. Contractor shall notify Contracting Officer of impending substantial completion per schedule above. Without this notification, the contractor risks schedule slippage in order to give BEP and representatives of BEP the time necessary to inspect/review work. Such a slip in schedule will accrue to the contractor alone.

3.12. Contractor shall provide full time, onsite supervision for working crews.

3.13. Special Delivery Instructions.

3.13.1. No storage is available within the facility. Storage laydown space is limited.

3.13.2. Contractor shall schedule deliveries to minimize the need for storage.

3.13.3. Contractor shall notify BEP and receive authorization prior to delivering materials/equipment requiring storage space. Contractor is prohibited from unauthorized usage of any space not previously coordinated as an active work/construction space via worksite plan herein.

3.13.4. Contractor shall provide covering for all materials and equipment in storage laydown area to prevent storm water contamination from runoff.

3.14. Contractor shall allow for the following potential impacts to schedule and personnel resources. BEP will rarely consider valid any request to adjust schedule baseline or delivery date based on the following.

3.14.1.1. Contractor shall prepare to perform work that impacts WCF production during non-production days. Contractor needs to be ready to take advantage of any non-production day when given notice at least two (2) weeks ahead. These days typically occur on holidays and weekends. The schedule for these days is fluid and depends upon production goals. These days can arise on short notice. Contractor can expect an average of 2 non-production days per month.

3.14.1.2. Personnel access requirements.

3.14.1.2.1. Contractor is responsible for ensuring its team members work efficiently to fulfill the required steps to gain access under the guidance of BEP

Personnel Security. This includes maintaining reliable means of communication via phone, internet access and email. Unreported change to email address or phone number will not be a valid reason for missing deadlines during this process. Contractor can expect this process to take at least 2 months for each contractor team member from the time BEP receives all of the necessary information and depends upon timely response to instructions.

3.14.1.2.2. Contractor is responsible for coordinating visitor access with COR at least 1 full business day before access is required. Successful coordination is not accomplished until COR has confirmed the visitor access request is in place with

WCF processing center. If COR is unavailable to coordinate this access, then access may not be granted.

3.14.1.2.3. Access to restricted areas within the WCF facility require at least one authorized escort. The WCF coordinates the process of acquiring escorts. Escort duty is largely voluntary. The availability of escorts is not guaranteed. The contractor is responsible for communicating to the COR/PM the need to work in restricted areas in advance by providing exact information regarding the location of each work crew, the names of each worker, the nature of the work and the clock schedule of the work.

3.15. Travel Requirements. N/A

3.16. Special Requirements.

3.16.1. Physical Security: The Contractor shall be responsible for safeguarding all government equipment, information and property provided for Contractor use under this

Contract. This Contract requires access into the Controlled Industrial Area of the BEP. The

Contractor personnel shall recognize that BEP deals with sensitive information and other proprietary information, which are valuable, special, and unique assets. All information pertinent to BEP’s information technology resources is highly sensitive and may not be released to third parties without the express, written consent of BEP. This information requires strict control procedures to preclude unauthorized disclosure or dissemination.

Information pertinent to personnel is protected from unauthorized disclosure under the provisions of the Privacy Act of 1974 (5 U.S.C. 552a). Contractor personnel shall not divulge, disclose, or communicate in any manner, any information to any third party without prior written consent of the BEP. Contractor personnel shall protect information and treat it as strictly confidential and will abide by the security requirements of BEP. A violation of this paragraph shall be a material violation of this Contract. Should the Contractor receive or suspect they have learned of sensitive or classified information, the Contractor shall identify and report suspicions to the COR. Contractor personnel performing work under this

Contract shall be subjects of background investigations, conducted by BEP’s Office of

Personnel Security, prior to start of work under this Contract. Each Contractor employee performing under this Contract must successfully complete the Government required background check form at time of the proposal submission, and must maintain the level of security required for the life of the Contract.

3.16.2. Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. All Contractor personnel shall clearly identify themselves as a Contractor and shall be required to wear identification (ID) badges in a visible location on the front of exterior clothing, above the waist, (except when safety or health reasons prevent such placement).

ID badges shall be worn at all times when performing work. ID badges shall have an identification picture, and shall state the name of the individual and the company they represent. Contractor personnel are prohibited from possessing weapons, firearms or ammunition, on themselves or within their Contractor-owned or privately owned vehicle while on BEP premises.

3.16.3. Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this Contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational

Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the CO immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the CO to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the CO and in the event the CO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the CO may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

3.16.4. NON PERSONAL SERVICE STATEMENT: Contractor employees performing services under this Contract will be controlled, directed, and supervised at all times by onsite management personnel of the Contractor. Contractor management will ensure that employees properly comply with the performance work standards outlined in the statement of work. Contractor employees will perform their duties independent of, and without the supervision of, any Government official or other Government Contractor. The tasks, duties, and responsibilities set forth in this Contract may not be interpreted or implemented in any manner that results in any Contractor employee creating or modifying Federal policy, obligating the appropriated funds of the United States Government, overseeing the work of

Federal employees, providing direct personal services to any Federal employee, or otherwise violating the prohibitions set forth in Parts 7.5 and 37.1 of the Federal Acquisition Regulation

(FAR). The Government will control access to its facility and will perform the inspection and acceptance of the completed work.

SECTION IV: Design

4.1 Contractor shall employ methods and means to fulfill the requirement contained in this

SOW as well as the specifications and drawings documents provided separately. This section of the SOW outlines the applicable portions of those specifications and drawings documents.

4.2 This SOW and the associated drawings convey the design intent and may not include all necessary details for successful performance and delivery. The contractor has the expertise and is responsible for proposing/bidding for and providing compliant, fully functioning systems and equipment.

4.3 Specifications adjusted as follows.

4.3.1 01 40 00, Quality Requirements.

4.3.1.1 Re. 1.5. Government will routinely inspect the worksite to verify the quality control of work performed.

4.3.1.2 Re. 1.6.A. Government has will not provide quality control services for this contract. Contractor is responsible for controlling and documenting the quality of all work performed.

4.4 Drawings adjusted as follows.

4.4.1 Where components required for a fully functional system are not explicitly depicted in the design drawings, contractor shall propose a solution that fully specifies those components (e.g., form, fit, function, location) and then contractor shall implement the proposed solution upon approval by BEP.

4.4.2 Contractor will be responsible for every aspect of investigating shortcomings of the design prior to proposing solutions. E.g., tracing conduit or determining the location of existing (to be replaced) components.

SECTION V: Requirements for Handling Sensitive, Classified, and/or Proprietary Information

5.1 Documents are sensitive, but not classified.

SECTION VI: Government Furnished Resources and Information

6.1 Attachment A, Environmental Health and Safety Requirements for Construction and

Services. This document includes requirements to which the contractor is bound in performing under this contract.

Revision History:

10/03/2022 Initial RWM