47PB0017R0004_Tab_10_Moakley_CFM_Services_Section_J_Final.pdf

EXHIBIT TABLE OF CONTENTS

EXHIBIT TABLE OF CONTENTS

EXHIBIT 1 KEY PERFORMANCE INDICATORS

EXHIBIT 2 BUILDING INFORMATION SHEETS

*JANITORIAL

MECHANICAL

PUBLIC REALM EVENTS

EXHIBIT 3 SURVEILLANCE FORMS

EXHIBIT 4 BUILDING EXTERIOR AND HARDSCAPE PLAN

EXHIBIT 5 EROSION AND SEDIMENT CONTROL

EXHIBIT 6 GREEN PURCHASE REPORTS

EXHIBIT 7 GREEN PURCHASE REPORTS II

EXHIBIT 8 GSA BEST PRACTICES FOR BUILDING AUTOMATION SYSTEM TECHNICIANS (PDF FILE)

EXHIBIT 9 EXAMPLES OF ENVIRONMENTALLY SUSTAINABLE PRODUCT ATTRIBUTES AND

OFFERINGS 25

EXHIBIT 10 UNIT PRICE AGREEMENT

EXHIBIT 11 SUMMARY OF ENVIRONMENTALLY PREFERABLE PRODUCT ATTRIBUTES

EXHIBIT 12 MONTHLY REPORT TEMPLATE

EXHIBIT 13 BUILDING OPERATING PLAN TEMPLATE

EXHIBIT 14 SMART BUILDING

EXHIBIT 15 WATER TREATMENT

EXHIBIT 16 ENERGY & WATER OPERATIONAL PERFORMANCE TARGETS

EXHIBIT 17 ENERGY & WATER EFFICIENCY USE PLAN

EXHIBIT 18 ENERGY AND WATER EFFICIENCY MONTHLY REPORT

EXHIBIT 19 ANNUAL ENERGY & WATER EFFICIENCY REPORT

EXHIBIT 20 QUALIFICATIONS OF ELECTRICAL TESTINGTECHNICIANS (ETT)

EXHIBIT 21 MISCELLANEOUS BEST PRACTICES

EXHIBIT 22 O&M EQUIPMENT LIST

EXHIBIT 23 PREVENTIVE MAINTENANCE SCHEDULE

EXHIBIT 24 GSA FLAG POLICY

EXHIBIT 25 ELEVATOR DATA

EXHIBIT 26 SAFETY AND HEALTH

EXHIBIT 27 NCMMS EQUIPMENT TEMPLATE

EXHIBIT 28 AREA TRADES COUNCIL CBA (EFF 8-1-2017 THRU 7-31-2018)

EXHIBIT 29 IUEC WAGE RATES

EXHIBIT 30 WAGE DETERMINATIONS

EXHIBIT 31 CONTRRACTOR’S QUALIFICATIONS AND FINANCIALINFORMATION FORM (GSA-527)

EXHIBIT 1 KEY PERFORMANCE INDICATORS

PBS seeks to establish a partnership with its Contractor. The goal of this arrangement is to provide a safe, reliable, productive and sustainable work environment that is a best value to the taxpayer. Success in this area is evaluated using Key Performance Indicators (KPI).

The KPIs assess progress in key CFM program elements that significantly impact on the tenant's working environment. Performance targets for the KPI is based on realistic and achievable outcomes, which are measured by record systems such as the building's National Computer Maintenance Management System (NCMMS). KPIs are graded as exceeds (green color), successful (yellow color), and unsuccessful (red color). Actual performance for each KPI is used by the partnership to identify and implement improvements in services and provide a forum for future discussions on performance evaluations between the Contractor and Government.

Throughout the required reporting periods the Facility Manager, CFM Contractor and any other quality assurance staff meet to discuss progress in satisfying each KPI. The meeting also clarifies and promotes within the partnership the best understanding on the KPIs promulgated below and in the national specification:

● Increase tenant satisfaction scores

● Track, analyze and improve service calls

● Track, analyze and improve Preventive Maintenance performance

● Decrease energy consumption

● Decrease water consumption

● Provide technical expertise on upcoming GSA/PBS construction projects

● Plan and prioritize repair and alteration work

● Enhance tenant outreach and communications

● Collaborate on and achieve GSA/PBS national, regional and local performance measures and key performance indicators.

● The Contractor will complete routine service requests in the allotted time frames as determined by building contract.

Objective: This KPI supports PBS’s efforts to remove barriers to its tenant’s abilities to carry out the business of governance, by ensuring that corrective actions and / or repairs are quickly taken care with minimal impact to the facilities operations.

Metric:

o Green Rating: 90-100% o Yellow Rating: 75-89% o Red Rating: Less than 75%

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS: This metric support justification that the contractor is achieving or not achieving the CPARS evaluation factor on Cost Control & Quality.

● The Contractor will complete all scheduled services such as PMs within the 1 month time frame and enter the data within 5 days after completion in the NCMMS Objective: This KPI supports PBS’s efforts to minimize unscheduled maintenance related disruptions by ensuring that O&M contractors are conducting preventative maintenance actions in a timely, verifiable manner.

Metric:

o Green Rating: Completes all scheduled PMs by the end of month (this is based on an average of all PMs) o Yellow Rating: Completes all scheduled PMs within 5 days of end of month (this is based on an average of all PMs) o Red Rating: Fails to meet Yellow Rating

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS evaluation factor on Cost Control & Schedule.

● The Contractor will enter data correctly and timely in NCMMS.

Objective: This KPI supports PBS’s efforts to implement the national NCMMS, to predict equipment failure, forecast operations/maintenance budgets, and base facilities management decisions on quantifiable data.

Metric:

o Green Rating: 97 - 100% data entry based on average NCMMS data input monthly o Yellow Rating: 80 - 96% data entry based on average NCMMS data input monthly o Red Rating: Less than 80%

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS evaluation factor on Schedule & Quality.

● The contractor will work toward reducing hot/cold calls by providing consistently conditioned space within the agency temperature ranges based on season.

Objective: This KPI supports PBS’s effort to insure the highest levels of physical comfort for its tenants.

Metric:

o Green Rating: The contractor reduces actionable hot/cold calls by five percent from the previous FY o Yellow Rating: The contractor reduces actionable hot/cold calls by one to four percent and produces a plan of corrective action to meet the five percent goal in the next FY o Red Rating: Fails to meet Yellow rating

CPARS: This metric supports justification that the contractor is achieving or not achieving the

● Measure for Tenant Work Order Survey: Work Request Surveys are sent from National NCMMS to tenants when their work orders are completed. To accomplish this, On-behalf of field in National NCMMS application is completed for every Work Request. Also, the People Record selected in that On-behalf of field in NCMMS includes tenant’s contact information, including work email address.

Objective: This KPI supports PBS’s effort to fully maximize capabilities of its Maximo based NCMMS. By insuring contractors are answering bounce back surveys, PBS’s insures a key performance indicator is fully utilized.

Metric:

o Green rating: 100% o Yellow rating: 80% o Red rating: Less than 80%

● The Contractor will complete emergency call back (after hours) service in the allotted time frames as determined by building contract.

Objective: This KPI supports PBS’s goal to insure the federal workplace is ready for normal operations at required start up times by ensuring that emergency maintenance is taken care of prior to tenant’s arrival.

Metric:

o Green Rating: 97 - 100% o Yellow Rating: 90 - 96% o Red Rating: Less than 90%

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS: This metric support justification that the contractor is achieving or not achieving the CPARS evaluation factor on Cost Control & Quality.

● The Contractor will complete urgent service in the allotted time frames as determined by building contract.

Objective: This KPI supports PBS’s efforts to remove barriers to its tenant’s abilities to carry out the business of governance, by ensuring that urgent repairs are quickly resolved with minimal impact to the facilities operations.

Metric:

o Green Rating: 95 - 100% o Yellow Rating: 85 - 94% o Red Rating: Less than 85%

Report: The NCMMS Report for the data on this KPI will be developed post award.

● The Contractor will complete emergency service in the allotted time frames as determined by building contract.

Objective: This KPI supports PBS’s efforts to remove barriers to its tenant’s abilities to carry out the business of governance, by ensuring that emergency repairs are quickly resolved with minimal impact to the facilities normal operations.

Metric:

o Green Rating: 97 - 100% o Yellow Rating: 90 - 96% o Red Rating: Less than 90

Report: The NCMMS Report for the data on this KPI will be developed post award.

● There are no elevator entrapments Objective: This KPI supports PBS’s efforts to provide a physically safe workplace for all of tenants.

Metric:

o Green Rating: There are no entrapments related to equipment failure o Yellow Rating:

o Red Rating: There is any entrapment due to equipment failure

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS: This metric support justification that the Contractor is achieving or not achieving the

● The Contractor will track 100% of elevator PMs, service calls, and inspections and input data for NCMMS entry.

Objective: This KPI supports PBS’s efforts to provide an environmentally safe, physically pleasant workplace for federal employees and the citizens they service. Proper elevator maintenance will reduce unplanned delays as a result of mechanically down elevators.

Metric:

o Green Rating: Meets 97 - 100% of data entry based on average NCMMS data input monthly o Yellow Rating: Meets 80 - 96% of data entry based on average NCMMS data input monthly o Red Rating: Meets less than 80% of data entry based on average NCMMS data input monthly

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS evaluation factor on Quality & Schedule.

The Contractor will maintain all elevators in such a manner that elevators will not fail and be placed out of service. Elevator failures will be documented in the NCMMS.

Objective: This KPI aims to minimize out of service elevators and related disruptions by ensuring that elevator maintenance is done in an efficient and proactive manner.

Metric:

o Green Rating: No single elevator was out of service for more than 3 consecutive days during the FY.

o Yellow Rating: No more than one elevator was out of service for 3 consecutive days during the FY.

o Red Rating: Any elevator was out of service for more than 3 consecutive days during the FY.

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS: This metric support justification that the Contractor is achieving or not achieving the CPARS evaluation factor on Quality & Schedule.

● In a building closure the Contractor shall contact the Facility Manager within one hour and provide an assessment of the event. They shall assemble proper craftsman and communicate progress on repair progress.

Objective: This KPI supports PBS’s efforts to minimize unnecessary federal employee lost time due to building closures.

Metric:

o Green Rating: The Contractor meets the KPI o Yellow Rating: There is no yellow rating o Red Rating: The Contractor fails to meet the KPI

● The Contractor will track 100% of Tenant disruptions due to O&M issues. Disruptions include notifications or complaints to either the contractor or Government facility manager regarding contractor generated noise, odors, or other impactful activities as noted in the statement of work.

Objective: This KPI supports PBS’s efforts to minimize workplace distractions as result of O&M operations.

Metric:

o Green Rating: No tenant disruption in the FY o Yellow Rating: No more than two tenant disruptions, and contractor submits a POA to prevent future disruptions o Red Rating: Three or more tenant disruptions

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS evaluation factor on Cost Control.

● The Contractor will reduce unplanned maintenance/repairs.

Objective: This KPI supports PBS’s efforts to insure O&M’s are properly maintaining the facilities they are paid to by utilizing predictive and preventative maintenance actions.

Metric:

o Green Rating: Reduced unplanned maintenance/repairs by three percent in the current FY from the previous FY.

o Yellow Rating: Reduced unplanned maintenance/repairs by one to two percent in the current FY from the previous FY.

o Red Rating: Failed to reduce unplanned maintenance/repairs.

Report: The NCMMS Report for the data on this KPI will be developed post award.

● The Contractor will reduce building and site water usage.

Objective: This KPI supports PBS’s efforts to promote environmental and business best practices by reducing all operations cost.

Metric:

o Green Rating: Exceed region’s water reduction goals by any percent.

o Yellow Rating: Meets region’s water reduction goals o Red Rating: Fails to meet region’s goals

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS evaluation factor on Cost Control.

● The Contractor will monitor water use through sub-metering and provide trend analysis for development of Action Plan.

Objective: This KPI will support PBS’s efforts to gain sewage usage credits by capturing the water that is evaporated by cooling towers and landscaping.

Metric:

o Green Rating: The Contractor develops POA to address water issues within 30 days o Yellow Rating: The Contractor develops POA to address water o Red Rating: Fails to meet Green or Yellow rating requirements issues within 45 days

● The Contractor will provide a facilities solid waste audit to the Facility Manager, partnering with the onsite custodial contractor.

Objective: This KPI supports PBS’s efforts to reduce landfill levels and supports its recycling efforts.

Metric:

o Green Rating: Delivers report in the first 45 days o Yellow Rating: Delivers report in the first 90 days o Red Rating: Fails to meet Green or Yellow rating requirements

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS evaluation factor on Schedule.

● CFM Contractor will have in-person or web based (if approved in advance by the COR) corporate visits on a quarterly basis.

Objective: This KPI supports PBS’s strong desired to develop partnerships that lead to proactive relationships with both the O&M and its tenant agencies.

Metric:

o Green Rating: The Contractor meets the quarterly requirement and is prepared to tell FM/COR/CO how they think they are performing. Additionally, they are prepared to discuss proactive solutions to ongoing O&M issues.

o Yellow Rating: There is no Yellow rating o Red Rating: Fails to meet Green Rating

Report: The NCMMS Report for the data on this KPI will be developed post award.

CPARS evaluation factor on Quality.

● The Contractor will provide a detailed morning report in a timely manner to the Government Facility Manager.

Objective: This KPI supports PBS’s efforts to provide its facility managers with tools that will allow them to practice priority driven maintenance management decisions.

Metric:

o Green Rating: The Contractor provides a detailed morning report within two hours of daily start up. This report will include status of the operational status of all chillers/boilers and any HVAC equipment not in operational status.

o Yellow Rating: The Contractor provides the above information 95 - 99% of the time o Red Rating: The Contractor fails to meet Green or Yellow rating

Report: The NCMMS Report for the data on this KPI will be developed post award.

● The contractor will provide for the coordination and management of visitor services including but not limited to temporary exhibits, permanent exhibits, performances, exhibitions, and scheduling the use of public rooms. The contractors will include an on-going program for education, tours; and outreach to the local community, the Arts, business and professional entities, cultural and educational institutions.

Objective: This KPI continues to promote the use of the public realm event space.

Metric:

o Green Rating: Contractor increases the number of events held over the previous year.

o Yellow Rating: Contractor maintains the number of events held the previous year.

o Red Rating: The number of events is decreased from the previous year.

Report: Refer to the total event count for the previous Fiscal Year

● The contractor will provide for the coordination and management of maritime functions.

Objective: This KPI supports the GSA Public Realm program and Cooperative Use Act.

Metric:

o Green Rating: 90%+ Use in accordance with the Cooperative Use Act.

o Yellow Rating: 80-89% Use in accordance with the Cooperative Use Act.

o Red Rating: Fails to meet the Yellow rating requirements.

Report: Refer to the annual usage of the floating dock for previous Fiscal Year.

● Contractor cleaned areas will meet the performance standards as outlined in the statement of work upon inspection by the COR.

Objective: This KPI ensures that areas cleaned by the Contractor are in compliance with the requirements.

Metric:

o Green Rating: Meets required quality on 95% of inspections or more.

o Yellow Rating: Meets required quality on 80%-94% of inspections o Red Rating: Fails to meet requirements on at least 80% of inspections

Report: The NCMMS Report for the data on this KPI will be developed post award.

● The contractor will continuously keep building systems equipment inventory up to date within the

NCMMS.

Objective: This KPI is to ensure building equipment inventory is kept continuously up to date within the NCMMS.

Metric:

o Green Rating: The equipment inventory in the NCMMS is updated with any newly added, replaced, or removed equipment within 15 days of installation by the Contractor. In the case of projects not completed by the Contractor, equipment inventory should be updated within 15 days of receipt of necessary information from the project team.

o Yellow Rating: The equipment inventory in the NCMMS is updated with any newly added, replaced, or removed equipment within 45 days of installation by the Contractor. In the case of projects not completed by the Contractor, equipment inventory should be updated within 45 days of receipt of necessary information from the project team.

o Red Rating: Equipment inventory information is not updated in the NCMMS within the Yellow timeframe.

Report: The NCMMS Report for the data on this KPI is: Equipment Inventory Report

● The contractor will keep building control systems (BAS, EMS, etc.) in full operational order, performing monthly checks, reports, and documentation in accordance with the “GSA Best Practices for Building Automation System Technicians” documentation.

Objective: This KPI is to ensure building control systems are fully functioning, and operational.

Metric:

o Green Rating: All monthly and seasonal reviews / reports are completed, received, and documented within the NCMMS as Work Orders.

o Yellow Rating: There is no yellow rating.

o Red Rating: Less than 100% of reviews / reports are documented within the NCMMS as Work Orders

Report: The NCMMS Report for the data on this KPI is: The Monthly Work Order Report

EXHIBIT 2 BUILDING INFORMATION SHEETS

This is general information only and the inventory list (Exhibit 22) is what the Contractor is responsible for.

The following are building statistics for informational purposes only. The figures below are estimates only and are not guaranteed fully accurate. Contractor is cautioned to field verify the provided information during the site pre-bid walkthroughs. When necessary, feasible, and warranted, the CO or designee will provide access to assignment drawings and blueprints.

*JANITORIAL

1. BUILDING DATA:

Name and building number: John J. Moakley Courthouse – MA0050ZZ

Location: 1 Courthouse Way, Boston, MA 02210-3002

Number of stories: 11

Normal Building Operating Hours: 7:00 AM TO 5:00 PM

Population: 600

2. BUILDING STATISTICS:

INTERIOR

Gross ……………………………………………………….............................. 945,421 SF* Rentable ……………………………………………………….............................. 31,667 SF

GENERAL / PUBLIC SPACE

Granite Floor ……………………………………………………………….............. 0 SF Concrete Floor

………………………………………………………………………… 690 SF

Terrazzo Floor

………………………………………………………………………… 0 SF

Wood/Parquet Floor

………………………………………………………………………… 0 SF

Marble Floor ………………………………………………………………………… 0 SF VCT Floor ………………………………………………………………………… 9,323 SF Ceramic Tile ………………………………………………………………………… 0 SF Carpet / Carpet Tile

……………………………………………………………………….. 700 SF

Garage Floor ……………………………………………………………………….. 0 SF Stairways ……………………………………………………………………….. 5 FL Windows ……………………………………………………………………….. 0 SF

VERTICAL TRANSPORTATION

Elevators Carpeted

…………………………………………………………………….. 0 QTY

Elevators Uncarpeted

…………………………………………………………………….. 0 QTY

Freight Elevators …………………………………………………………………….. 0 QTY

RESTROOMS

Square Footage …………………………………………………………………….. 2,256 SF

FIXTURES

Water Closets …………………………………………………………………….. 17 QTY Urinals …………………………………………………………………………….. 2 QTY Sinks / Faucets …………………………………………………………………… 23 QTY Water Fountains …………………………………………………………………… 0 QTY Showers …………………………………………………………………… 10 QTY Trash Bins …………………………………………………………………… 19 QTY Paper Towel Dispensers

…………………………………………………………………… 23 QTY

Sanitary Napkin Receptacles

…………………………………………………………………… 7 QTY

Soap Dispensers …………………………………………………………………… 23 QTY

OFFICE SPACE1

Carpet / Carpet Tile ………………………………………………………………... 7,925 SF VCT Flooring ……………………………………………………………………… 7,570 SF Rubber Floor ……………………………………………………………………… 2,162 SF Concrete ……………………………………………………………………… 1,077 SF

Window Blinds …………………………………………………………………….. 0 EA Surfaces Requiring Dusting ……………………………………………….......... 0 LF

Trash Bins …………………………………………………………………….......... 50 QTY Recycling Bins …………………………………………………………………….. 50 QTY

VACANT SPACE

Carpet / Carpet Tile ………………………………………………………………... 0 SF VCT Flooring ……………………………………………………………………… 0 SF

EXTERIOR

1 Do not include courtroom or vacant space in these values

Lawn Grass …………………………………………………………………………. 30,323 SF

Edging …………………………………………………………………………………

5,000 LF

Shrubs …………………………………………………………………………….. 2,704 QTY Trees …………………………………………………………………………….. 92 QTY Planters …………………………………………………………………………….. 10 QTY Flowering Bushes

…………………………………………………………………………….. 1,000 QTY

*Gross square footage is for the entire building

MECHANICAL

Building Mechanical Systems Overview

Building Number: MA0050ZZ Building Name: John Joseph Moakley U.S. Federal Courthouse Building Address: 1 Courthouse Way, Boston, MA 02210 Construction Date: 1994 Gross SF: 945,421 Rentable SF: 754,175 Building Use: Courthouse Space

BUILDING DESCRIPTION:

Courthouse: The John J. Moakley U.S. Federal Courthouse is a 11 story structure. It is located on the waterfront as the Boston Harbor and is 3 blocks from South Station-Boston’s main rail transportation hub. It features a curved 32,736 square foot glass wall that overlooks Boston Harbor and offers one of the best views of Boston’s skyline. The building was built in 1998 and is not designated as historic.

Describe construction type: Steel reinforced concrete with brick SYSTEMS DESCRIPTIONS: Include equipment type, number and any recent upgrades.

Chilled Water System:

3 – 700 Trane Centravac Chillers. Two are capable of regenerating the ice farm.

Cooling Tower – three cell Baltimore AirCoil. Each cell can run independently and has a two speed

50 hp motor.

Ice Farm – 65 Calmac storage tanks.

Three plate and frame heat exchangers transfer cooling to and from the Ice Farm.

Air Handlers:

Thirty five AHU’s 23 located in the basement 13 located on the 10th floor

3 provide heat only, 2 provide ventilation only to mechanical space, the remainder feed VAV and VRF terminal boxes.

Heating:

Heat is provided by two, gas fired, Cleaver Brooks Fire Tube hot water boilers. Each boiler is capable of carrying the building. This provides 100% redundancy.

Boiler water directly serves the reheat coils at the terminal boxes and the radiant heat systems.

AHU hot water coils are treated with Gylcol and are served by four sets of shell and tube heat exchangers.

Most of the 10th floor and portions of the 9th floor have been retrofitted with a Mitsubishi Variable

Refrigerant Flow System. This system replaced the VAV terminal boxes with VRF boxes. The AHU’s serving these boxes have been rebalanced to meet the new requirements. The waste heat from this system is removed by the secondary condenser loop.

Radiant Heat:

43 hot water units are located throughout the building. These primarily serve restrooms, locker rooms and areas of the daycare center. Both fin tube and cabinet convectors are utilized.

Heat Pumps:

55 Heat pumps serve data closets, elevator machine rooms and small server rooms. All heat pumps are water cooler though a secondary condenser loops off the main condenser loop.

Domestic Hot Water:

The building is broken into three zones. Low west, low east and high. All domestic hot water is provided by PVI, gas fired water heaters.

Building Automation Systems (BAS):

Air handler, terminal boxes, radiant heat, fans and heat exchangers are monitored / controlled through an Automatrix BAS utilizing five Sage communication modules.

The Chillers, Cooling Tower and Ice Farm are monitored / controlled by a Trane Tracer System.

The Automatrix communicates with the Tracer to determine when plant modes should be changed to provide the necessary cooling to the building.

Specialty Systems:

The gutters of the rotunda dome and canoid glass wall gutters are equipped with a snow / melting system. Heat cables are located in the gutters.

There is an ice storage system in place for the manufacture of ice overnight to use for building cooling water. System is to be run as often as possible during off-peak electrical hours to save on energy costs.

Lighting:

The building has a mix of lighting. The office space is primarily 4 foot T-8 fluorescent lamps.

However there are a fair amount of two and tree foot tubes as well as compact fluorescents. The

Lobby and Atrium are lit by Metal Halide. The third floor of the atrium uses low voltage 120w lamps along the ceiling perimeter. The building also has art displays, located on floors 3, 5, 7 of the atrium and in the rotunda. The atrium displays are lit with 500 watt lamps. All common area lighting is controlled through a Lutron Lighting System. Multiple scenes are possible.

The courtrooms are lit with a combination of wall mounted fluorescent tubes, compact fluorescent lamps mounted in custom made chandeliers and LED Par 38 lamps. All courtroom lighting is controlled through the Lutron System and affords 6 various light schemes.

CONTACT INFORMATION:

Site/ Property Manager: Marilyn Freeman, GSA Property Manager

617-428-4019 marilyn.freeman@gsa.gov

PUBLIC REALM EVENTS

The breakdown of events for calendar year 2016 and 2017 are listed below, these numbers should be used for informational purpose only since fluctuations in events are common.

Total Events: 156 After Hours Events: 40 Daytime Events: 116 Art Exhibits 12

Total Events: 194 After Hours Events: 37 Daytime Events: 157 Art Exhibits 13

Size limitation of events per location:

1. Moakley Atrium 2nd Floor: 8,200 Square Feet, Accommodate 800 Guests.

2. Moakley Upper Galleries (3rd floor: 9,500 SF, 5th & 7th floor: 9,500 SF) Accommodate 450 Guests each floor.

3. Moakley Jury Assembly Hall: 2,450 Square Feet, Accommodate 250 Guests

4. Harbor Park: 2.25 Acres, 1,600 Square Feet, Accommodate a reception for 1,600 Guests.

EXHIBIT 3 SURVEILLANCE FORMS

GENERAL SERVICES ADMINISTRATION GSA FORM 1181A (REV. 12-97)

GSA Form 1181A – Contract Cleaning Inspection Report

BUILDING REPORT NO. CONTRACT NO.

NSPECTOR (Print name) INSPECTOR'S SIGNATURE

TIME STARTED TIME COMPLETED DATE OF INSPECTION

NTERVIEWED BY DATE CONTRACTOR'S RECEIPT TIME DATE

WORK DESCRIPTION - LOCATION

(Room No., Corridor, Lobby or either)

QUANTITY

(By measure or count)

CHECK ONE

REMARKS

SAT. UNSAT.

This form shall be filled out and submitted to the Contractor when deficiencies are found during the COR's inspections. (Below is provided as an example, original form should be used)

Quality Deficiency Notice

This form shall be filled out and submitted to the contractor when deficiencies are found during the COR’s inspections. (Below is provided as an example, original form should be d)

Monthly Inspection Report

BUILDING NAME & LOCATION: Phillip Burton Federal Building & US Courthouse

CONTRACT NO.: ______________GS-09P-06-KSD-0000__

CONTRACTOR NAME: ____XXX Cleaning Service____

Please report all deficiencies found during the previous month inspection(s). Attach copies of all GSA 3539 Forms submitted to the contractor with this form. If there were no deficiencies, please submit this form indicating there were no deficiencies reported for the month. This form will become a part of the official QA documentation.

DEFIENCIES & CORRECTIVE ACTIONS COMMENTS

Documented on the Contract Cleaning Inspection Reports

All deficiencies minor, corrected by the Contractor

COR

Signature: _________________ Date: _________________

COR’s Checklist for Inspections

CUSTODIAL AND RELATED SERVICES COMMENTS

Submittals:

-a list of names and telephone numbers of on-site supervisors -security clearance documentation (current & new employees)

- work schedules

- floor maintenance schedules

- MSDS documentation

- initial IPM inspection report

Quality Control Plan (QCP)

- description of training programs

- description of disciplinary procedures

- description of contingency plan for separation of employees

Inspection Reports

Service Call Logs

Tenant Reports

Integrated Pest Management (IPM) Quarterly Reports

Recycling and Solid Waste/Trash Hauling Reports

NOTE: This checklist does NOT represent an all-inclusive list of items that may be reviewed during an inspection. It is provide ONLY as guidance for the CO or their designee.

EXHIBIT 4 BUILDING EXTERIOR AND HARDSCAPE PLAN

Used only when Contractor is required to provide pressure washing services

The Contractor shall submit to the CO a detailed Building Exterior and Hardscape Plan that addresses the listed work items. The plan helps ensure that grounds/site/building exterior management practices have the lowest environmental impact possible and that these practices preserve ecological integrity, enhance diversity and protect wildlife, while supporting building performance and integration into surrounding landscapes. At a minimum, the custodial and related services portion of the plan shall address the following items:

-Goals and Scope

-Responsible Party

-Guidance for Resources and Implementation

-Performance Measurement

-Training

-Maintenance Equipment

-Use of Chemical Concentrates and Dilution Systems

-Sustainable Building Exterior, Sidewalks, and Pavement Cleaning

-Paints and Sealants Used on the Building Exterior

-Snow and Ice removal (Snow and Ice Removal Plan can be substituted for this item)

-Cleaning of building exterior

-Cleaning equipment

-Cleaning of sidewalks, pavement, and other Hardscape

-Animal and vegetation pest control

-Landscape waste

-Fertilizer use

-Quality Assurance/Quality Control Processes

EXHIBIT 5 EROSION AND SEDIMENT CONTROL

IPM, Erosion Control, Landscape Management Plan2

Used only when Contractor is required to perform activities that disturbs the existing grounds conditions

The Contractor shall employ strategies such as temporary and permanent seeding, mulching, earth dikes, silt fencing, sediment traps and sediment basins to correct existing erosion such as typically found as the result of foot traffic killing the vegetation, steep slopes where sheet flow from storm water exceeds existing vegetation holding power, or point storm water outflow that exceeds the holding power of the vegetation covering the soil. The Contractor shall submit to the CO an IPM Erosion Control, Landscape Management Plan outlining how this will be accomplished. At a minimum, the custodial and related services portion of the plan shall address the following items:

-Goals and Scope

-Responsible Parties

-Guidance for Resources and Implementation

-Performance Measurement

-Training

-Chemical Treatment Purchasing and Application

-Integrated Pest Management (IPM)

-Erosion and Sediment Control

-Storm-Water Management Plan

-Landscape Management

-Composting

-Quality Assurance/Quality Control Processes

2 This is a sample and is not intended to be comprehensive. Excerpts are from United States Green Building Council (USGBC.

EXHIBIT 6 GREEN PURCHASE REPORTS

Annual Contractor Reporting of Designated Bio-based Purchases

Section 9002 of the ‘Farm Security and Rural Investment Act of 2002,’ as amended by the ‘Food, Conservation, and Energy Act of 2008, Pub. L. 110-246 (the Farm Bill)’ requires Federal agencies to give a procurement preference to USDA-designated bio-based products and requires agency Contractors to report such purchases under service and construction contracts. The Federal Acquisition Regulation (FAR) Council subsequently published a bio-based final rule at 77 FR 23365, implementing the reporting requirement in the FAR at FAR 52.223-2, ‘Affirmative Procurement of Bio-based Products Under Service and Construction Contracts’ with an effective date of May 18, 2012. To facilitate collection of report data, the USDA, in consultation with the Chief Acquisition Officers Council, was tasked to develop a reporting template.

To comply with the reporting provisions of the Act, the Contractor shall file an annual report on purchases of designated bio-based products used under the performance of this contract.

Where To Submit:

CY2012: By December 31, 2012, for any contract that was awarded between May 18, 2012 and September 30, 2012, and which was reported to the Federal Procurement Data System – Next Generation (FPDS-NG), the Contractor shall submit bio-based purchases via the following USDA site:

https://www.biopreferred.gov/BioPreferred/

Note: This is an interim reporting template and should be used only for contracts that meet the above criteria. Any other contracts will not pass the system validation test.

Future Reports: No later than October 31st in accordance with USDA reporting procedures, the Contractor is responsible for monitoring USDA progress on the development of a long-term reporting tool.

Note: The Contractor is responsible for monitoring USDA progress on the development of a long-term reporting tool.

All Reports: The Contractor shall provide a copy of each report to the CO or their designee and the Environmental Manager at PBSbiobasedreporting@gsa.gov.

Note: The US Department of Agriculture (USDA) bio-based products web site https://www.biopreferred.gov/BioPreferred/faces/catalog/Catalog.xhtml

EXHIBIT 7 GREEN PURCHASE REPORTS II

Non Bio-based Purchase Report Report Period Covered: Date Report Prepared:

Building:

Contract Number:

Contractor:

Attributes and Cost CPG DfE Green Seal Env

Choice Other Green

Cleaners (Bathroom and spa cleaners Glass cleaners, etc.)

Floor Cleaner

Floor Finish $8,000 (Sample Entry)

Floor Stripper

$700 Low

VOC

(Sample Entry)

Hand cleaners and sanitizers

Mulch and Compost $7,500 (Sample Entry)

Odor Control/Neutralizer Mobile equipment hydraulic oil Stationary equipment hydraulic oil Diesel fuel additives 2-cycle engine oil Penetrating lubricants Greases Sorbents Adhesives and mastics Grease and graffiti removers Carpet and upholstery cleaners Laundry products Towels General purpose de-icer Wood and concrete sealers Resources Guide: Green Seal http://www.greenseal.org/FindGreenSealProductsAndServices.aspx Design for the Environment (DfE) http://www.epa.gov/dfe/ EPA-CPG https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg-program SFTOOL Green Procurement Cleaning Products https://sftool.gov/

GSA Public Building Service Office of Facility Management - Facility Technologies

GSA Best Practices for Building Automation System Technicians

DOCUMENT CHANGE LOG

Date Revision Comment By 5/26/2017 2.3 Added alternative text to tables/images for 508 compliance.

CPayne

5/11/2017 2.2 Added estimated O&M cost savings CPayne 5/05/2017 2.1 Updated Introduction CPayne 5/04/2017 2.0 Final QC review completed and modifications made to document. Release revision 2.0 created. CPayne

5/01/2017 1.2 Select GSA review complete and modifications made to document. Submitting for QC review. CPayne

4/25/2017 1.1 Initial IB IBIE draft review complete and modifications made to document. Sent for select GSA review. CPayne

4/13/2017 1.0 Document draft completed and submitted for internal technical review.

CPayne

TABLE OF CONTENTS

Introduction 2

Applicability 2

Definitions 2

Types of BAS Reviews 3

Review Time Allotments 10

Estimated O&M Cost Savings 12

Appendices 13

Best Practices for BAS Technicians_v2.3 Page 2 of 16

INTRODUCTION

This document is designed to serve as a guide and is intended to be utilized during the ongoing review of Building Automation Systems (BAS) throughout the GSA portfolio, while also normalizing the procedures behind these BAS reviews to be more consistent. This document also serves as a guideline for Facility Managers so they may know the full requirements a BAS subcontractor must fulfill while conducting remote and/or onsite service to better estimate and provide requirements for Operations & Maintenance (O&M) contracts.

APPLICABILITY

This document shall serve as the guideline for all BAS reviews conducted at regular intervals, scheduled site visits and shall include all facilities owned and operated by the GSA. In instances where GSA Smart Buildings Staff might be used to conduct a review of a leased space, this guideline shall also be applicable to the services being performed at the leased space. This guideline shall also govern subcontracted BAS services that take place in Federal Buildings. Subcontracted services shall be contracted in a manner that meets the intent of the performed services based on the size of the BAS.

DEFINITIONS

1. Qualified Technician – An individual is considered qualified when the following conditions are met:

a. They have received formal training from a manufacturer’s training course or are manufacturer-certified in the Building Automation System software/hardware used at the facility, and can provide references for completed projects in which the same BAS software/hardware was implemented within the last 12 to 18 months.

b. The technician may be deemed qualified by GSA Smart Buildings personnel if they have successfully demonstrated the same level of expertise associated with taking manufacturer’s certification courses. This is accomplished through a small testing procedure that will be administered by GSA Smart Buildings personnel.

The qualified technician requirement is applicable to all personnel involved in the operation, adjustment and maintenance of all BAS, Energy Management Control Systems (EMCS), Advanced Monitoring Systems (AMS), and Lighting Control Systems (LCS). In the event these services are contracted, the contractor must provide to the COR or designee documentation of the level of experience, including any certificates of training for all employees who will be involved in this function. It is recommended that two (2) to four (4) technicians be assigned to the building who meet these qualifications both for proper support coverage and to simplify the ENT process to allow both physical and remote access to the building.

2. Heating Season – The heating season is defined as any period during the year when

Best Practices for BAS Technicians_v2.3 Page 3 of 16 hot water or steam is used for total facility heating purposes for a period lasting over a week. Heating season is typically associated with the winter season. This period can begin prior to and after the official calendar winter season period depending on the location. The heating season is typically associated with temperatures below 50 degrees for an extended period.

3. Cooling Season – The cooling season is defined as any period during the year when chilled water is used for total facility cooling purposes for a period lasting over a week.

Cooling season is typically associated with the summer season. This period can begin prior to and after the official calendar summer season period depending on the location.

The cooling season is typically associated with temperatures above 60 degrees for an extended period.

TYPES OF BAS REVIEWS

1. THE MONTHLY REVIEW process is utilized as a quick status of the BAS to determine overall functionality. The review should be conducted monthly to maintain system health and normal functionality. A total of ten monthly reviews will be conducted per year, with the remaining two months being allocated for an ongoing seasonal review that is conducted to best accommodate the biannual ongoing seasonal reviews (described below). The ongoing seasonal review will take the place of the monthly review for that month. In cases where schedules conflict with regular monthly reviews, no less than a two-week gap between reviews is permitted. Upon the completion of the monthly review, the results are to be documented on the corresponding forms and should be forwarded to GSA Building Management staff.

a. Personnel Requirements

Monthly reviews must be conducted by qualified personnel through the Operations and Maintenance (O&M) contract. A person is considered qualified if they can execute the tasks associated with a monthly review. This includes but is not limited to an O&M staff member, or through subcontracted services. A full-time BAS technician is not required to perform the tasks associated with a monthly review. In the event subcontracted services are procured by the O&M, the subcontracted technician must also be considered qualified. Further clarification regarding qualifying requirements is listed in the “Definitions” section above.

b. Documentation Requirements

A document requirement is also a component of the monthly review. This involves completing the “Monthly Review Checklist” (example and link included in APPENDIX A.) An electronic copy shall be made available using GSA Google Docs and shall be provided by GSA Facility Management. The regional GSA

Best Practices for BAS Technicians_v2.3 Page 4 of 16

Smart Buildings team is responsible for maintaining a current copy of the Monthly Review Checklist which will be made available to GSA facility management.

Another component of the monthly review documentation requirement is to review and complete the “Change Request and Completion Log” that will be made available to each GSA Federal facility. A sample of the “Change Request and Completion Log” and link is provided in APPENDIX B. Electronic substitutes (i.e. Google Sheet) are permitted if they meet the intended purpose of the log. If electronic substitutes are used, the GSA Smart Buildings Team shall have access to the log so they may enter and/or review information as well. The “Change Request and Completion Log” is intended to be used as a tool by GSA and O&M to request changes to the BAS and track completion. Some requests that will appear on this log may include, but are not limited to: Schedule changes, reviewing a GSAlink Spark, adding or removing a user from the system, modifying a graphic page, modifying alarm parameters or notification settings, etc.

c. Site Visit Requirements

To reduce costs associated with site visits, performing monthly reviews remotely via the secure GSA network is permitted when the review technician has proper ENT credentials. The documentation requirements must be submitted within 48 hours upon completion of the review. In the event subcontracted services are used to conduct a remote monthly review, the documentation must be submitted to the entity that subcontracted the services. It is encouraged to submit electronic documentation to comply with the Paperwork Reduction Act (PRA). Handling of the documentation shall be accomplished in accordance with Sensitive but Unclassified (SBU) safe handling measures.

d. Monthly Review Requirements

As described in the overview, a monthly review is used to determine a quick status of the BAS and to determine overall functionality. This provides a quick glance into possible issues going on with the building and associated building control systems. It is required to fully document the monthly review and submit documentation to GSA facility management staff for review.

Using the provided “Monthly Review Checklist” (MRC example and link included in APPENDIX A.), complete the initial documentation requirements such as date of service, check in time of service, and technician’s name. Log into the BAS and perform the following checks:

i. Determine and record all the controllers to which a communication failure has occurred.

● Record failed controllers and include them with the OSRC. A

Best Practices for BAS Technicians_v2.3 Page 5 of 16 network overview summary page, controller report or alarm report can be used to accomplish this task. It is recommended to utilize the alarming capabilities of the BAS to capture and report communication failures. This provides GSA facility management with a list of the controllers that have failed to communicate on the BAS network.

ii. Determine and record all the controllers currently in an Override state.

network overview summary page or custom report can be used to complete this task. This provides GSA facility management with a list of the controllers that have been overridden on the BAS network.

iii. Review historical trends to check for system anomalies.

● Check histories for evidence of equipment short cycling, i.e.

chillers, boilers, hot, chilled, and condenser water pumps, etc.

● Record any system anomalies in the MRC.

iv. Review existing and previous/archived alarms since the last BAS monthly review was performed.

● Determine if alarms pose any potential issues and record those in the MRC.

v. Review existing Schedules and determine if adjustments are required.

● Record the proposed adjustments in the MRC (or the Change

Request and Completion Log depending on the source of the schedule modification request.)

● Perform any necessary schedule additions (Holiday, After Hours, etc.)

vi. Review and complete any modifications as noted in the “Change Request and Completion Log” and record relevant information in the log. This includes but is not limited to scheduling, historical trend, alarm, and programming changes.

vii. Once the monthly review tasks are completed, finalize the MRC by indicating the check-out time of the service call.

Best Practices for BAS Technicians_v2.3 Page 6 of 16

2. THE ONGOING SEASONAL REVIEW process is used to determine the status of the BAS controlled HVAC equipment transitioning into cooling or heating seasons. The review should be conducted twice a year and targeted around the beginning of each seasonal transition to maintain system health and normal functionality. A total of two (2) ongoing seasonal reviews will be conducted each year. The ongoing seasonal reviews take the place of the monthly review for that month. In cases where schedules conflict with regular monthly reviews, no less than a two-week (2 weeks) gap between reviews is permitted. Upon the completion of the ongoing seasonal review, the results are to be documented on the corresponding forms and should be forwarded to GSA Building Management staff. Further clarification regarding the beginning of heating and cooling season is listed in the “Definitions” section above.

a. Personnel Requirements

Ongoing seasonal reviews must be conducted by qualified personnel through the Operations and Maintenance (O&M) contract. A person is considered qualified if they can execute the tasks associated with an ongoing seasonal review. This includes but is not limited to an O&M staff member, or through subcontracted services. A full-time BAS technician is not required to perform the tasks associated with an ongoing seasonal review. In the event subcontracted services are procured by the O&M, the subcontracted technician must also be considered qualified. Further clarification regarding qualifying requirements is listed in the “Definitions” section above.

b. Documentation Requirements

A document requirement is also a component of the ongoing seasonal review.

This involves completing the “Ongoing Seasonal Review Checklist” (OSRC) and the “Ongoing Seasonal Review Equipment Log” (example and link included in APPENDIX C and D.) An electronic copy shall be made available using GSA Google Docs and shall be provided by GSA Facility Management.

The regional GSA Smart Buildings team is responsible for maintaining a current copy of the “Ongoing Seasonal Review Checklist” which will be made available to GSA facility management.

Another component of the monthly review documentation requirement is to review and complete the “Change Request and Completion Log” that will be made available to each GSA Federal facility. A sample of the “Change Request and Completion Log” and link is provided in APPENDIX B. Electronic substitutes (i.e. Google Sheet) are permitted if they meet the intended purpose of the log. If electronic substitutes are used, the GSA Smart Buildings Team shall have access to the log so they may enter and/or review information as well. The “Change Request and Completion Log” is intended to be used as a tool by GSA and O&M to request changes to the BAS and track completion. Some

Best Practices for BAS Technicians_v2.3 Page 7 of 16 requests that will appear on this log may include, but are not limited to: Schedule changes, reviewing a GSAlink Spark, adding or removing a user from the system, modifying a graphic page, modifying alarm parameters or notification

c. Site Visit Requirements

Ongoing seasonal reviews shall be conducted onsite and not performed remotely. This maintains a minimum site visit requirement of two (2) onsite visits per year in conjunction with remote monthly reviews. In the event subcontracted services are used to conduct an ongoing seasonal review, the documentation must be submitted to the entity that subcontracted the services. It is encouraged to submit electronic documentation to comply with the Paperwork Reduction Act (PRA). Handling of the documentation shall be accomplished in accordance with Sensitive but Unclassified (SBU) safe handling measures.

d. Ongoing Seasonal Review Requirements

As described in the overview, an ongoing seasonal review is used to determine the status of the BAS controlled HVAC equipment transitioning to a cooling or heating season. This provides a glance into possible issues within the building HVAC and associated building equipment and control systems that could adversely affect a successful cooling or heating season transition.