47PB0019R0002_Solicitation_2019_07_12.pdf

U.S. General Services Administration Public Buildings Service New England Region

SOLICITATION NUMBER: 47PB0019R0002

SERVICE: OPERATIONAL & MAINTENANCE AND RELATED SERVICES

LOCATION(S): JOHN F. KENNEDY FEDERAL OFFICE BUILDING (MA0131ZZ)

15 NEW SUDBURY STREET

BOSTON, MA 02203-0002

PERIOD OF PERFORMANCE: Base Period: December 1, 2019 – September 30, 2020 And Nine (9) Option Years

SOLICITATION ISSUE DATE: Friday, July 12, 2019

OFFER RECEIPT DATE/TIME: Tuesday, August 13, 2019

This procurement is 100% set-aside for Total Small Business

NOTE: ALL PROPOSALS MUST INCLUDE A SIGNED, DATED, AND FILLED-OUT VERSION OF EXHIBIT 1

(“PROPOSAL CHECKLIST COVER SHEET”) AS A COVER SHEET.

THE INFORMATION COLLECTION REQUIREMENTS CONTAINED IN THIS SOLICITATION/ CONTRACT THAT ARE NOT REQUIRED BY REGULATION HAVE BEEN APPROVED BY THE OFFICE OF MANAGEMENT AND BUDGET PURSUANT

TO THE PAPERWORK REDUCTION ACT AND ASSIGNED OMB CONTROL NO. 3990-0163

SOLICITATION TABLE OF CONTENTS

SECTION 0: CONTRACT FORMS AND SERVICES 15

0.1 CONTRACT FORMS 15

0.2 SERVICES ORDERING 16

SECTION 1: SCOPE OF WORK 17

1.0 GENERAL CONTRACT REQUIREMENTS 17

1.0.0 GENERAL 17

1.1 SCOPE OF WORK 18

1.1.1 Scope of Work 18

1.1.1.1 Discrepancy in the Specifications 19

1.1.2 Personnel 19

1.1.2.1 Contractor Key Personnel 19

1.1.2.2 Authority 20

1.1.2.3 Communication Equipment 20

1.1.2.3.1 CIO 2100 IT Security Policy 21

1.1.2.4 Language 21

1.1.2.5 Employee Suitability 21

1.1.2.6 Employee Technical Qualifications 22

1.1.2.7 Certifications 23

1.1.2.7.1 Qualifications of Fire Alarm System Technicians 23

1.1.2.7.2 Qualifications of Water-Based Fire Suppression System Technicians 23

1.1.2.7.3 Qualifications of Dry Chemical Extinguishing System, Wet Chemical Extinguishing System; Clean Agent Fire Extinguishing System; Halogenated Extinguishing System;

Carbon Dioxide Extinguishing System; Ventilation System Fire Extinguishing System;

Smoke Control; Fire Damper; Smoke Damper; Combination Fire/Smoke Damper; Fire-rated Door Assemblies; Smoke Door Assemblies; Portable Fire Extinguisher; Emergency and Standby Power; Emergency Lighting Equipment; Exit Signage Technicians 24

1.1.2.7.4 Qualifications for Electrical Technician 24

1.1.2.8 Employee Training 24

1.1.2.8.1 Asbestos Awareness Training 25

1.1.2.8.2 Re-Tuning Training 25

1.1.2.8.3 HVAC Continuing Education Requirements and Certifications 25

1.1.2.8.4 NCMMS Training 25

1.1.2.8.5 Lead Awareness Training 26

1.1.2.9 Appearance 26

1.1.2.10 Standards of Conduct 26

1.1.2.11 Recording Presence 26

1.1.2.12 Personal Identity Verification Requirements 27

1.1.2.13 Credentials and Identification 27

1.1.2.14 Escorting 27

1.1.3 Quality Control Program 28

1.1.3.1 Quality Control Plan 28

1.1.3.2. Quality Control Plan Contents 28

1.1.3.2.1 Inspection Program 28

1.1.3.2.2 Methods 29

1.1.4 Quality Assurance 29

1.1.4.1 Contracting Officer's Representative (COR) 29

1.1.4.2 Government Monitoring 30

1.1.4.3 Performance Evaluations 30

1.1.5 Physical Security 30

1.1.5.1 Key Control 30

1.1.5.2 Lock Combinations 31

1.1.6 Safeguarding Sensitive Data and Information Technology Resources 31

1.1.6.1 General 31

1.1.6.2 Safeguarding and Dissemination of Controlled Unclassified (CUI) Building information 32

1.1.6.2.1 General 32

1.1.6.2.2 Marking CUI 32

1.1.6.2.3 Authorized Recipients 32

1.1.6.2.4 Dissemination of CUI Building Information 33

1.1.6.2.4.1 By Electronic Transmission 33

1.1.6.2.4.2 By Non-electronic Form or on Portable Electronic Data Storage Devices 33

1.1.6.2.4.2.1 By Mail 33

1.1.6.2.4.2.2 In Person 33

1.1.6.2.5 Record Keeping 33

1.1.6.2.6 Safeguarding CUI Documents 34

1.1.6.2.7 Destroying CUI Building Information 34

1.1.6.2.8 Notice of Disposal 34

1.1.6.2.9 Incidents 34

1.1.6.2.10 Subcontracts 34

1.1.7 Hours of Operation 35

1.1.7.1 Normal Working Hours 35

1.1.7.2 Core Coverage Hours 35

1.1.7.3 Recognized Holidays 35

1.1.7.4 Extended Operating Hours 35

1.1.7.5 Building Access 36

1.1.8 Conservation of Utilities 36

1.1.9 Use of NCMMS 36

1.1.9.1 General 36

1.1.9.2 Operations 37

1.1.9.3 Reporting 37

1.1.10 Documentation and Records 38

1.1.11 Ordinances, Taxes, Permits, and Licenses 38

1.1.12 Other Contractors 38

1.1.13 Government Forms 38

1.1.14 Contractor Maintenance Performance Plans 38

1.2 DEFINITIONS 39

1.2.0 General 39

1.2.1 Above-Standard Services 39

1.2.2 Acceptance 39

1.2.3 Additional Services 39

1.2.4 Advanced Meters 40

1.2.5 Advanced Metering Systems 40

1.2.6 Annual Child Care Facility Survey 40

1.2.7 Architectural and Structural 40

1.2.8 Basic Services 40

1.2.9 Building Automation System (BAS) 40

1.2.10 Building Operating Plan 40

1.2.11 National Computerized Maintenance Management System (NCMMS) 41

1.2.12 Consumable Parts 41

1.2.13 Contracting Officer (CO) 41

1.2.14 Contracting Officer's Representative (COR) 41

1.2.15 Contractor 41

1.2.16 Core Coverage Hours 42

1.2.17 Corrective Maintenance 42

1.2.18 Demand Response Program 42

1.2.19 Emergency Callback 42

1.2.20 Environmentally Sustainable Products and Services 42

1.2.21 Exterior 42

1.2.22 Fire Protection and Life Safety Systems 43

1.2.23 GSAlink 43

1.2.24 Green Procurement Compilation (GPC) 43

1.2.25 Indefinite Quantity 43

1.2.26 Initial Deficiency Report 43

1.2.27 Miscellaneous Work 43

1.2.28 Modification of Contract 44

1.2.29 Non-Reimbursable Repairs 44

1.2.30 Normal Working Hours 44

1.2.31 Occupant Emergency Plan (OEP) 44

1.2.32 Ongoing Commissioning 44

1.2.33 Open Protocol Systems 45

1.2.34 Operations 45

1.2.35 Overtime Utilities 45

1.2.36 Partnering 45

1.2.37 Performance Work Statement (PWS) 45

1.2.38 Predictive Maintenance 46

1.2.39 Preventive Maintenance 46

1.2.40 Quality Assurance Surveillance Plan (QASP) 46

1.2.41 Quality Control Plan 46

1.2.42 Rapid Building Assessment Program 46

1.2.43 Repair 46

1.2.44 Reimbursable Repair 46

1.2.45 Tour 47

1.2.46 Vertical Transportation Systems 47

1.2.47 Watch 47

1.2.48 Work Order 47

1.3 GOVERNMENT-FURNISHED PROPERTY 47

1.3.0 General 48

1.3.1 Electric Power 48

1.3.2 Water Source 48

1.3.3 Contractor Office Space and Furnishings 48

1.3.4 Storage Space 48

1.3.5 Network Equipment and Computer Hardware 49

1.4 CONTRACTOR- FURNISHED PROPERTY SUPPLIES/MATERIAL/EQUIPMENT 49

1.4.0 General 49

1.4.1 Specific Requirements 49

1.5 OPERATIONS-SPECIFIC REQUIREMENTS 50

1.5.0 General 50

1.5.1 Tenant Environment 50

1.5.1.1 Tenant Furniture 50

1.5.2. Building Operating Plan 50

1.5.2.1 Components of the Building Operating Plan 51

1.5.3 Equipment Inventory 53

1.5.3.1 General: 53

1.5.3.2 Operations 54

1.5.3.3 Reporting 55

1.5.4 Safety Management 55

1.5.4.2 Workplace Safety and Health Program 55

1.5.4.2.1 Reporting. 55

1.5.4.3 Scheduling and Record Keeping 56

1.5.4.3.1 Reporting. 56

1.5.4.4 Fall Protection 56

1.5.4.5 Powered Platforms 56

1.5.4.6 Lock Out/Tag Out 56

1.5.4.7 Confined Spaces 56

1.5.4.8 Facility Hazards and Accidents 56

1.5.4.8.1 Hazards 57

1.5.4.8.2 Accidents 57

1.5.4.9 Disruptive or Hazardous Equipment 57

1.5.4.9.2 Hooks, Cranes, Hoists Chains and Slings 57

1.5.4.10 Scheduled Disruption to Utilities, Lighting, Fire Protection & Life Safety Systems, or Space Conditioning 57

1.5.4.11 Safety Data Sheets and Hazard Communication Plan 57

1.5.4.11.1 Safety Data Sheets 57

1.5.4.11.2 Hazard Communication Plan 58

1.5.4.12 Labeling and signage 58

1.5.4.13. Emergency Shutdown Instructions 58

1.5.4.14 Electrical Safety 58

1.5.4.15 Labeling of Electrical Circuits and Panels 59

1.5.5 Environmental Management 59

1.5.5.1 General 59

1.5.5.2 Refrigerants 59

1.5.5.2.1 Operations 59

1.5.5.2.2 Maintenance (Refrigerant Recycling, Reclamation, and Disposal) 60

1.5.5.2.3 Testing/Inspections 60

1.5.5.2.4 Reporting 60

1.5.5.3 Local Air Quality Management Operating Permits 60

1.5.5.4 Stationary Engines 60

1.5.5.5 Fuel Storage Tank Management 61

1.5.5.6 Solid Waste 61

1.5.5.7 Polychlorinated Biphenyl (PCB) Control 61

1.5.5.8 Asbestos Management 62

1.5.5.9 Disposition of Hazardous Waste 62

1.5.5.10 Backflow Prevention Devices 62

1.5.5.11 Potable Water Systems 63

1.5.5.12 Reporting 63

1.5.6 Energy and Water Efficiency 64

1.5.6.1 General 64

1.5.6.2 Operations 64

1.5.6.3 Reporting 65

1.5.7 Advanced Metering Systems 65

5.7.1 General 65

1.5.7.2 Operations 65

1.5.7.3 Maintenance 65

1.5.7.4 Reporting 66

1.5.8 Building Automation Systems and IT Controls 66

1.5.8.1 General 66

1.5.8.2 Operations 66

1.5.8.2.1 GSA-hosted Systems Requirements 67

1.5.8.2.2 Excepted Systems Requirements (not hosted on GSA’s system infrastructure) 68

1.5.8.3 Maintenance 69

1.5.8.3.1 BAS Control Systems and upgrades 69

1.5.8.3.2 BAS Alarms 70

1.5.8.4 Testing/Inspecting 70

1.5.8.5 Reporting 70

1.5.8.6 Smart Building Technology 70

1.5.9 Fire Protection and Life Safety Equipment and Systems 71

1.5.9.1 General 71

1.5.9.2 Fire Alarm System Services and Emergency Communication Systems 72

1.5.9.3 Water-Based Fire Protection Systems 73

1.5.9.4 Fire-rated Door Assemblies 74

1.5.9.5 Fire Damper and Combination Fire/Smoke Dampers 74

1.5.9.6 Smoke Doors Assemblies 74

1.5.9.7 Smoke Dampers 74

1.5.9.8 Portable Fire Extinguishers 74

1.5.9.9 Non-Water-Based Fire Extinguishing Systems 74

1.5.9.10 Smoke Control Systems 75

1.5.9.11 Emergency and Standby Power Systems 75

1.5.9.12 Emergency Lighting Systems and Exit Signage 75

1.5.9.13 Fire Resistance Rated Construction 75

1.5.9.14 Lightning Protection Systems 76

1.5.9.15 Chemical Sensors 76

1.5.10 Tours 76

1.5.10.1 General 76

1.5.10.2 Proactive Facility Tours 76

1.5.10.3 Minimum Tour Frequencies 77

1.5.10.4. Monitoring of Central Plant Equipment 77

1.5.10.5 Operating Logs and Tour Check Sheets 77

1.5.10.6 Reporting 78

1.5.11 Repairs 78

1.5.11.1 General 78

1.5.11.2 Operations 79

1.5.11.2.1 Non Reimbursable Repair 79

1.5.11.2.2 Partially Reimbursable Repairs (Shared Liability) 80

1.5.11.2.3 Fully Reimbursable Repairs 81

1.5.11.3 Warranties 81

1.5.11.4 Third-Party Contractors 81

1.5.12. Work Orders 81

1.5.12.1 General 81

1.5.12.2 Operations 82

1.5.12.2.1 Emergency Work Order 83

1.5.12.2.2 Emergency Call Back (Beyond Core Coverage Hours) 83

1.5.12.2.3 Urgent Work Order Response 84

1.5.12.2.4 Routine Work Order Response 84

1.5.12.3 Data Maintenance 84

1.5.12.4 Reporting 85

1.5.13 Additional Services Indefinite Quantity Provisions 85

1.5.13.1 General 85

1.5.13.2 Price Proposal for Additional Services Work Request 85

1.5.13.2.1 Parts and Materials 85

1.5.13.2.2 Labor 85

1.5.13.3 Additional (Non-Pricing Schedule) Subcontracts 86

1.5.13.4 Indirect Costs (Markup) 86

1.5.13.5 Proposal Review 86

1.5.13.6 Additional Services Work Request Ordering and Invoicing 86

1.5.13.7 Cost Documentation 86

1.5.13.8 Construction Services 87

1.5.14 Building Management and Support Services 87

1.5.14.1 General 87

1.5.14.2 Miscellaneous Work 88

1.5.14.3 Review of Design Documents 89

1.5.14.3.1 Reporting 89

1.5.14.4 Inspections Assistance for Space Build Outs 89

1.5.14.5 Flag Procedures 89

1.5.14.6 Overtime Utilities (OTU) 89

1.5.15 Monthly Progress Report 90

1.5.16 Reference Library 91

1.5.16.1 General 91

1.5.17 COMMUNICATION REQUIREMENTS: 92

1.6 MAINTENANCE-SPECIFIC REQUIREMENTS 92

1.6.1 Maintenance Standard 93

1.6.2 Boiler Systems 94

1.6.2.1 General 94

1.6.2.2 Operation 94

1.6.2.3 Boiler Maintenance 94

1.6.2.4 Testing and Inspecting 94

1.6.2.5 Reporting 95

1.6.3 Air Distribution Equipment 95

1.6.3.1 General 95

1.6.3.2 Operation 95

1.6.3.3 Maintenance 96

1.6.3.4 Replacement of Air Filters 96

1.6.3.5 Testing and Inspecting 96

1.6.3.6 Reporting 97

1.6.4 Chiller Systems 97

1.6.4.1 General 97

1.6.4.2 Operation 97

1.6.4.3 Maintenance 97

1.6.4.4 Testing/Inspecting 97

1.6.4.5 Reporting 98

1.6.5 Cooling Towers & Dry Coolers 98

1.6.5.1 General 98

1.6.5.2 Operations 98

1.6.5.3 Maintenance 98

1.6.5.4 Testing 99

1.6.5.5 Reporting 99

1.6.6 HVAC Water Management 99

1.6.6.1 General 99

1.6.6.2 HVAC Water Management Plan 99

1.6.6.3 Operation 100

1.6.6.4 Maintenance 100

1.6.6.5 Testing and Inspecting 100

1.6.6.6 Reporting 101

1.6.6.7 Chemical Free Water Treatment System 105

1.6.7. Domestic Plumbing Systems 105

1.6.7.1 General 105

1.6.8 Lighting Systems 106

1.6.8.1 General 106

1.6.8.2 Operation 106

1.6.8.3 Maintenance 107

1.6.8.4 Testing and Inspecting 109

1.6.9 Electrical Switchgear and Switchboards 109

1.6.10 Emergency Power Equipment 109

1.6.10.1 General 109

1.6.10.2 Operation 109

1.6.10.3 Maintenance 110

1.6.10.4 Testing and Inspecting 110

1.6.10.5 Reporting 111

1.6.11 Oil Analysis and Oil Changes 111

1.6.11.1 General 111

1.6.11.2 Operations 111

1.6.11.3 Testing and Inspecting 111

1.6.11.4 Reporting 112

1.6.12 Vertical Transportation Systems 112

1.6.12.1 Elevator Associated Equipment Maintenance 112

1.6.13 Architectural and Structural Systems 112

1.6.13.1 General 112

1.6.13.2 Replacement Items and Painting 113

1.6.13.3 Machinery Rooms 113

1.6.13.4 Historic Buildings 113

1.6.13.5 Architectural Woodwork 114

1.6.13.6 Directories 114

1.6.13.7 Roofs 114

1.6.13.8 Roof Anchorages 114

1.6.14 Perimeter Access Control Systems (Security fixtures) 115

1.6.14.1 General 115

1.6.15 Child Care Center 115

1.6.16 Cafeteria 115

1.6.17 Unit Price Agreement or Structural Alterations Services 116

1.6.17.1 Alterations 116

1.6.17.2 Off-Hours Service 116

1.6.17.3 Unit Price Agreement 116

1.7 ADMINISTRATIVE INSTRUCTIONS 118

1.7.0 Initial Inspection 118

1.7.1 Existing Deficiency Inspection/Initial Deficiency Report 118

1.7.2 Transition Phase 119

1.7.2.1 Transition Phase Schedule 120

1.7.3 Phase-out Transition Period 120

1.7.4 Contract Closeout Examination and Withholding of Final Payment 121

1.8 PUBLICATIONS AND CITED STANDARDS 123

1.8.0 Publications 123

SECTION 2: MISCELLANEOUS CONTRACT TERMS 126

2.1 PAYMENT OF POSTAGE AND FEES 126

2.2 MARKING 126

2.3 TERM OF CONTRACT 126

2.4 EXTENSION OF SERVICES 126

SECTION 3: SPECIAL CONTRACT REQUIREMENTS 127

3.1 PERSONAL PROTECTIVE EQUIPMENT (PPE) 127

3.2 QUALIFICATIONS OF CONTRACTOR PERSONNEL 127

3.3 SECURITY REQUIREMENTS AND PERSONAL IDENTITY VERIFICATION

PROCEDURES (NON-CLASSIFIED CONTRACT) 127

3.3.1 FAR 52.204-9 Personal Identity Verification of Contractor Personnel (Jan 2011) 127

3.3.2. Compliance with Security Requirements 127

3.3.3 Removal from Contract Work 128

3.4 SUBMISSION OF RESUMES FOR NEW EMPLOYEES 129

3.5 STATE LICENSING 129

3.6 COMPLIANCE WITH FEDERAL, STATE, AND LOCAL CODES 129

3.7 MISCELLANEOUS REQUIREMENTS 130

SECTION 4: CONTRACT CLAUSES 131

4.1 CLAUSES INCORPORATED BY FULL TEXT 131

4.1.1 GSAR 552.204-9 Personal Identity Verification Requirements (Oct 2012) 131

4.1.2 FAR 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders – Commercial Items (May 2019) 131

4.1.3 FAR 52.216-18 Ordering (Oct 1995) 140

4.1.4 FAR 52.216-22 Indefinite Quantity (Oct 1995) 141

4.1.5 FAR 52.217-8 Option to Extend Services (Nov 1999) 141

4.1.6 FAR 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 141

4.1.7 FAR 52.222-23 Notice of Requirement for Affirmative Action to Ensure Equal Employment Opportunity for Construction (Feb 1999) 142

4.1.8 FAR 52.216-19 Order Limitations (Oct 1995) 143

4.2 CLAUSES INCORPORATED BY REFERENCE 143

4.2.1 FAR 52.204-19 Incorporation by Reference of Representations and Certification 143

4.2.2 FAR 52.212-4 Contract Terms and Conditions—Commercial Items (Oct 2018) 143

4.2.3 GSAR 52.212-4 Contract Terms and Conditions—Commercial Items FAR Deviation 143

4.2.4 GSAM 552.212-71 Contract Terms and Conditions Applicable to GSA Acquisition of Commercial Items (Jun 2016) 143

4.2.5 FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998) 144

SECTION 5: LIST OF ATTACHMENTS (DOCUMENTS, EXHIBITS, AND OTHER

ATTACHMENTS) 147

EXHIBIT 1: Proposal Checklist Cover Sheet 147

EXHIBIT 2: Standard Form 1449 (Solicitation/Contract/Order for Commercial Items) 147

EXHIBIT 3: Solicitation Line Item Pricing Table 147

EXHIBIT 4: Building Information Sheets 147

EXHIBIT 5: Energy and Water Efficiency Monthly Report 147

EXHIBIT 6: Maintenance Submittal 147

EXHIBIT 7: Construction Services Form 147

EXHIBIT 8: Chart of Deliverables 147

EXHIBIT 9: Smart Building 147

EXHIBIT 10: QASP 147

EXHIBIT 11: Unit Price Agreement 147

EXHIBIT 12: Wage Determination CBA WD 1989-0460 Rev 16 2018-10-09 147

EXHIBIT 13: Wage Determination CBA (IUOC) 2018-07-31 147

EXHIBIT 14: Wage Determination DB WD MA190001 Rev 04 2019-07-05 147

EXHIBIT 15: Contractor’s Qualifications and Financial Form (GSA-527) 147

EXHIBIT 16: Past Performance Reference Form CPARS 147

SECTION 6: REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

BIDDERS/OFFERORS 148

6.1 PROVISIONS 148

6.1.1 FAR 52.212-3 Offeror Representations and Certifications Commercial Items (Oct 2018)

6.1.2 FAR 52.223-1 Biobased Product Certification (May 2012) 165

6.1.3 FAR 52.223-2 Affirmative Procurement of Biobased Products under Service and Construction Contracts (Sep 2013) 165

SECTION 7: INSTRUCTIONS, CONDITIONS, AND NOTICES TO BIDDERS/OFFERORS 166

7.1 PROVISIONS INCORPORATED BY REFERENCE: 166

7.1.1 FAR 52.212-1 Instructions to Offerors—Commercial Items (Oct 2018) Tailored 166

7.1.2 FAR 52.223-1 Biobased Product Certification (May 2012) 170

7.1.3 FAR 52.223-4 Recovered Material Certification (May 2008) 170

7.2 SUBMISSION REQUIREMENTS: 170

7.2.1 Price and Business Proposal 170

7.2.1.1 Price Proposal 170

7.2.1.2 Pricing Spreadsheet 170

7.2.1.3 Contractor Team Arrangement 170

7.2.1.4 Small Business Standing 171

7.2.1.5 Current Certified Financial Statement(s) 171

7.2.1.6 Representations and Certifications of Offerors 172

7.2.1.7 Proposal Format and Page Count Limitation 172

7.3 PREPROPOSAL CONFERENCE & SITE VISIT: 172

7.4 SUBMISSION OF PROPOSALS: 173

7.5 NOTE TO OFFERORS REGARDING PRICE 173

SECTION 8: EVALUATION FACTORS FOR AWARD 175

8.1 EVALUATION 175

8.1.1 FAR 52.212-2 Evaluation—Commercial Items (Oct 2014) Tailored 175

8.1.2 Price Evaluation 176

8.1.2.1 Price Reasonableness 176

8.1.2.2 Unbalanced Prices 176

8.1.2.3 Evaluation of Options 176

8.1.2.4 Total Evaluated Price 177

8.1.3 Review of Joint Ventures, Mentor-Protégé Agreements, and Partnerships 177

SECTION 0: CONTRACT FORMS AND SERVICES

0.1 CONTRACT FORMS

See attached Standard Form 1449.

0.2 SERVICES ORDERING

See attached Solicitation Line Item Pricing Table.

SECTION 1: SCOPE OF WORK

1.0 GENERAL CONTRACT REQUIREMENTS

1.0.0 GENERAL

This is a Performance Based Work Statement (PBWS) for Facilities Engineering:

Operations, Maintenance, and Related Services defined under the scope of this contract.

This PBWS describes the minimum requirements of the U.S. General Services Administration (GSA) and acceptable outcomes to be performed by the Operations and Maintenance Contractor (known from here on as Contractor). All, or part of, the successful offeror’s Management Plan shall be incorporated into the contract.

GSA seeks to establish a partnering relationship with the Contractor to accomplish the program objectives in this contract. The objective of the partnering process is to provide an effective problem-finding/problem-solving management team composed of personnel from both parties, thus creating a single culture with one set of goals and objectives. Partnering requires that both parties recognize and address those opportunities and challenges that shall be confronted to help maintain the health of the Contractor/GSA relationship. The relationship is based on trust, dedication to common goals, and an understanding of each other's individual expectations and values. The team shall consider utilizing a facilities engineering and systems thinking approach to provide solutions from a global perspective.

The outcome of this initiative is for GSA to leverage Contractor expertise to assist GSA in accomplishing these goals and objectives.

GSA intends to purchase Contractor provided technical and managerial expertise to assist in the holistic management of assets over the long term. This program strategy has taken the name “facilities engineering” and has proven to be a successful model resulting in efficient and effective management of assets while maintaining a lower overall cost of operations. The facilities engineering model is dependent upon an effective partnership with a highly skilled Contractor whose objectives are based on mutual understanding of the stated requirements and objectives. A higher level of effective communication between the Government and Contractor is essential for partnering and for this performance based service contract to succeed, whereas the success of this contract is shared between the Government and the Contractor. More emphasis is placed on the Contractor’s self-management of quality, not the usual inspection by Government inspectors, although that is a part of this contract as well. All parties shall act proactively to reduce service cost.

To establish a standard of facilities engineering practices, thought processes and problem solving throughout the model, GSA established a program philosophy rooted in “systems thinking” whereby the means and methods for providing building operations and maintenance are established through investigations, metrics, and feedback loops, and by establishing a partnership between the Government and Contractor to achieve joint performance objectives. The goal of applying systems thinking to facility management is to see that every action or decision in operating, maintaining, and retrofitting a building shall result in an impact (financial, environmental or, human resource, or any combination thereof), and to evaluate the “full circle” implications. Long term application of systems thinking throughout GSA has resulted in both Contractor and Government joint command of short-term and long-term cohesive management of real property assets.

GSA is committed to Federal leadership in the design, construction, and operation of high-performance and sustainable buildings. A major element of this strategy is the implementation of common strategies for operating and maintaining buildings. As a result, this contract requires the Contractor to participate and partner with the Government in the initiative of obtaining high performance and sustainable operations, inclusive of initiatives to conserve energy and water consumption, recycling programs, meeting or exceeding specific environmental, regulatory, or performance standards, and the utilization of green products and services. The following sections detail the GSA minimum requirements and acceptable outcomes. The Contractor shall closely monitor all aspects of the work, identify deficiencies and implement corrective action, without reliance on Government oversight.

To the extent possible and consistent with EO 13788, the Contractor shall maximize the use of goods, products and materials that are produced in the United States.

1.1 SCOPE OF WORK

1.1.1 Scope of Work

The Contractor shall provide management, supervision, labor, materials, equipment, and supplies (shipping & handling) and shall be responsible for the efficient, effective, economical, and satisfactory operation, scheduled and unscheduled maintenance, repair of equipment and systems, and all related services located within the property line of the following locations:

John F. Kennedy Federal Building (MA0131ZZ) 15 New Sudbury Street Boston, Massachusetts 02203-0002

Additional services may be ordered at the discretion of GSA for work relating to the operations, maintenance and repair or upgrade of the facilities listed above, but not covered in the basic services of the contract. Government furnished items are specifically excluded in this contract, except as specified in Section 3.

1.1.1.1 Discrepancy in the Specifications

In any cases of discrepancy in the specifications, the matter shall be immediately submitted to the Contracting Officer (CO). The decision of the CO as to the proper interpretation of the specifications shall be final in accordance with the Disputes Clause of this Contract.

1.1.2 Personnel

The Contractor shall adhere to the submitted staffing plan and subcontracting plan that was submitted prior to award as part of the Bid proposal. Contractor shall submit staffing/subcontractor plan that provides sufficient numbers of staff at the various levels of expertise to ensure all scheduled and unscheduled services are performed and conditions are maintained to avoid any disruption to the tenant. Any changes to the proposed staffing levels, qualifications of proposed staff or key personnel, or the areas of expertise or disciplines of the proposed staff shall be submitted for review and approval from the CO or their designee.

1.1.2.1 Contractor Key Personnel

The Contractor shall designate a Contract Project Manager in writing and provide the name and contact information to the CO. The Contract Project Manager is considered essential to the work being performed under this Contract. Before removing, replacing, or diverting the Contract Project Manager, the Contractor shall (1) notify the CO four weeks in advance and

(2) submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on this Contract.

The Contract Project Manager shall possess at least five years of recent (within the past seven years) experience in the management and supervision of building mechanical operations and maintenance for buildings of the approximate size, complexity and characteristics of the buildings to be covered by this Contract. A detailed resume shall be submitted to the CO or their designee for approval prior to the assignment of the project manager to the Contract. Both new and replacement project manager’s shall meet these qualification standards. Minimally, the resume shall contain:

a. The full name of the proposed project manager.

b. A detailed description of the proposed project manager’s employment history for the previous five years. The names and addresses of the companies for whom the proposed project manager worked for the past five years, along with the names and telephone numbers of the immediate supervisors.

The Chief Engineer shall possess at least five of recent (within the past 7 years) experience in directing operation and maintenance of equipment in a supervisory capacity for equipment of the approximate size, complexity, and other characteristics of the equipment to be operated and maintained under this Contract. A detailed resume containing the information specified in this document shall be submitted to the CO or their designee for approval prior to the assignment of any supervisor to the Contract. Both new and replacement onsite supervisors shall meet these qualification standards. Minimally the resume shall contain:

1. The full name of the proposed Chief Engineer.

2. A detailed description of the previous 7 years’ employment history of the proposed Chief Engineer.

3. The names and addresses of the companies for whom the proposed Chief

Engineer worked for the past 7 years, along with the names and telephone numbers of the immediate supervisors.

1.1.2.2 Authority

The Contract Project Manager shall have complete authority to act for the Contractor in every detail during the term of the Contract, and shall have the authority to exercise financial expenditures and controls, accept notices of deductions, inspection reports and all other correspondence on behalf of the Contractor. This Contract requires onsite managerial supervision. The Contractor can fulfill this requirement by having the Contract Project Manager located onsite or having an additional onsite Supervisor. If the Contractor decides that the requirement is to be filled with an onsite supervisor, the above requirements for Contract Project Manager shall be the same.

1.1.2.3 Communication Equipment

The Contractor shall provide key operational personnel (Managers, Supervisors, and Mechanical Engineers, Mechanical Supervisors, Operating Engineers, Heating, Ventilation and Air Conditioning (HVAC) Mechanics) with portable electronic means to communicate with GSA for all work covered under this Contract (Work Orders, emergencies, status of projects). Outside of normal working hours, the Contractor shall maintain some designated form of communication with on-call staff to allow the CO or their designee to contact such on-call staff at any time for emergency response. Electronic communication methods are the following:

● Phone/Emails/Text messaging smartphone or tablet devices, and two-way radios. All contract staff should be equipped with two-way radios. The frequency is to match existing systems already in use. It is the contractor responsibility to maintain licenses. The Contractor is responsible for all initial and monthly costs associated with the device(s). In areas where cellular service is unavailable, or unreliable, special exceptions shall be made by the CO or designee on a case-by-case basis. Such devices shall be on the list of GSA- approved devices and are to be processed through GSA’s procedures for remote mobile management. This shall allow for mobile access to GSA email, the National Computerized Maintenance Management System (NCMMS) mobile environment and Building Automation Systems (BAS) alarms. The process for this and the list of currently approved devices is available upon request. Contractor personnel under this Contract must obtain and maintain an official GSA ENT account (this is your enterprise account for signing into systems administered by GSA) and monitor their GSA email account for all notifications.

● Administrative Station – Contractor shall provide at least one Desktop/Laptop device per each contract group of buildings for NCMMS. Contractor shall maintain the device per GSA IT requirements, including patching and security software. Contractor shall provide and maintain core Operating Systems, updates, revisions and Microsoft Office (MS Office) tools.

1.1.2.3.1 CIO 2100 IT Security Policy

The Contractor shall ensure compliance with GSA Order CIO 2100.1L. Contractor core personnel under this Contract must obtain an official GSA email account. Employees must have clearance before they shall access GSA email, NCMMS, or other Government systems. The GSA Order CIO 2100 prohibits an employee or Contractor supporting GSA from creating or sending information using a non-official GSA electronic messaging account (i.e., company or personal email account). The Contractor shall ensure compliance with the Department of Homeland Security ICS-CERT cyber security guidance and recommendations. Guidance can be found at the web site in document titled “Web Links” at: Operations and Maintenance Specification

1.1.2.4 Language

On-site personnel and the Contractor’s Point of Contact (POC) for GSA need to be proficient in English, and must be able to read, write, speak, and understand English.

1.1.2.5 Employee Suitability

The GSAR 552.237-71 Qualifications of Employees (1989) clause shall be followed at all times during the performance of this Contract.

a. All Contract employees requiring routine unescorted access to federally controlled facilities or information systems, or both, for more than six months (Regular Employees) shall be required to undergo a suitability determination before a personal identification verification (PIV) card is issued. Prior to the time that an identification card is issued, such Regular Employees shall be required to comply with normal facility access control procedures, including recording presence, temporary badging, and escorted entry, as applicable.

b. Failure of a Regular Employee to receive a favorable suitability determination shall be cause for removal of the employee from the work site and from other work in connection with the Contract.

c. Contract employees working less than six months (Temporary Employees) shall, at the Government's option, be required to undergo a lesser form of suitability determination. Prior to the time that an identification card is issued, if at all, such Temporary Employees shall be required to comply with normal facility access control procedures, including recording presence, temporary badge, and escorted entry, as applicable.

d. The Government, at its sole discretion, may grant temporary suitability determinations to Regular or Temporary Employees. However, the granting of a temporary suitability determination to any such employee shall not be considered as assurance that a favorable suitability determination shall follow.

e. The CO or designee shall provide the Contractor with the required clearance procedures for obtaining necessary clearances. The Contractor shall comply with these clearance procedures.

f. The Contractor shall be responsible for planning and scheduling its work in such a manner as to account for facility access issues. Difficulties encountered by the Contractor in gaining access to facilities by its employees and subcontractors shall not be an excuse for any lack of Contractor performance under the Contract.

g. If the Government receives an unsuitable report on any Contractor employee, or if the Government finds a Contractor employee to be otherwise unsuitable or unfit for his assigned duties, the Contractor shall be advised immediately by the CO or designee that such employee is not allowed to work under this contract. The Contractor must then take action immediately to relieve the employee of all duties and responsibilities related to this contract and return any government issued Identification credentials. The contractor will not be compensated for such actions. Unsuitable contract employees may be escorted off Federal property by DHS/FPS or other law enforcement entities depending on the reason for the unsuitable determination.

1.1.2.6 Employee Technical Qualifications

Employees or subcontractors performing Contract work involving the operation, maintenance or repair, inspection, or testing of any piece of equipment or system shall be trained and possess the knowledge, experience and skills pertinent to the equipment or system as demonstrated by a current training certificate from an equipment manufacturer or a certificate by an organization acceptable to the CO. Contractor personnel shall have NCMMS skills sufficient for “Use of NCMMS” as described in this subsection. All personnel or sub-contractor personnel shall possess all certifications and licenses required by Federal, state and local jurisdictions and National Fire Protection Association (NFPA) 72, National Fire Alarm Code, section 10.5, for equipment that they shall be operating, maintaining, repairing, inspecting or testing. At a minimum, a mechanic in each trade (e.g., electric, HVAC, plumbing) shall be a licensed journeyman grade in the local municipality in which they are working. All personnel under the team leader or sub-contractor personnel shall have the experience and skill set knowledge as described in the Service Contract Act (SCA) Directory of Occupations, Fifth Edition or later. For example, HVAC mechanics need to be as proficient as dictated by the 23410 and 23411 series and general maintenance mechanic shall be as proficient as dictated by the 23370 series.

1.1.2.7 Certifications

Copies of all certifications for Contractor employees shall be kept on-site and provided to the Government upon request. The Contractor shall provide to the CO or their designee documentation of the certificates of training, licenses, and permits for all new employees not later than seven calendar days prior to that person beginning work under the terms of this Contract. The Contractor shall ensure that all certificates of training, licenses, permits, and bonds are current and valid and are loaded in NCMMS.

1.1.2.7.1 Qualifications of Fire Alarm System Technicians

a. Technicians performing contract work involving the inspection, testing, and preventive maintenance or repair of fire alarm systems shall be certified by the National Institute for Certification in Engineering Technologies (NICET) and possess at least a NICET Level 2 (Associate Engineering Technician) in Fire Protection Engineering Technology, Fire Alarm Systems. The Contractor shall submit to the CO or designee the NICET level certification number and expiration date for each field technician and inspector responsible for performing fire alarm system preventive maintenance and repair services required under the terms of this Contract.

b. Technicians modifying the programming software of the fire alarm system shall also be factory trained and certified by the system manufacturer for the specific type and brand of fire alarm system being serviced. The Contractor shall submit to the CO or designee the factory trained certification number and expiration date for each specific manufacturer’s equipment for each technician responsible for performing programming of the fire alarm system.

1.1.2.7.2 Qualifications of Water-Based Fire Suppression System Technicians

Technicians performing contract work involving the inspection, testing, and preventive maintenance or repair of water-based fire suppression systems shall be certified by the National Institute for Certification in Engineering Technologies (NICET) and possess at least a NICET Level 2 (Associate Engineering Technician) in Fire Protection Engineering

Technology, Inspection, and Testing of Water-Based Systems. The Contractor shall submit to the CO or designee the NICET level certification number and expiration date for each field technician and inspector responsible for performing water-based fire suppression system PM and repair services required under the terms of this Contract.

1.1.2.7.3 Qualifications of Dry Chemical Extinguishing System, Wet Chemical Extinguishing System; Clean Agent Fire Extinguishing System; Halogenated Extinguishing System; Carbon Dioxide Extinguishing System; Ventilation System Fire Extinguishing System; Smoke Control; Fire Damper; Smoke Damper; Combination Fire/Smoke Damper; Fire-rated Door Assemblies; Smoke Door Assemblies; Portable Fire Extinguisher; Emergency and Standby Power; Emergency Lighting Equipment;

Exit Signage Technicians

Technicians shall be trained and possess a current training certificate for inspecting, testing, and maintaining these components from an equipment manufacturer or a certificate by an organization acceptable to the CO. The Contractor shall submit to the CO or designee the certification document and expiration date, issued by the equipment manufacture or organization confirming the technician has been trained, for each field technician and inspector responsible for performing the inspection, testing, and maintenance of such systems/equipment under the terms of this Contract.

1.1.2.7.4 Qualifications for Electrical Technician

Technicians performing Contract work involving inspections, testing, and maintenance for the electrical switchgear shall meet the qualifications by the American National Standards Institute/International Electrical Testing Association ETT-2015, Standard for Certification of Electrical Testing Technicians or qualifications by the National Institute for Certification in Engineering Technologies (NICET) and hold at least a Level 3 certification.

The Contractor shall provide documentation to the CO or designee on qualifications identified in this standard. Certification can be obtained through; the ANSI/NETA Certification program or Electrical Testing Technician Certification Institute. Guidance can be found at the web site in document titled “Web Links” at: Operations and Maintenance Specification.

Alternate certifications presenting evidence of equal or greater skills and qualification may be substituted; however, the burden to evidence the quality of such certification falls fully upon the vendor.

1.1.2.8 Employee Training

The Contractor shall submit a training program to ensure employees working in a Federal building have the experience, knowledge, skills and abilities to perform the work required by this Contract. The Contractor shall document training and provide documentation to the CO or designee.

1.1.2.8.1 Asbestos Awareness Training

The Contractor shall ensure that all employees, including replacement workers, receive asbestos training and refresher training in accordance with 40 C.F.R part 763 and 29 C.F.R.

part 1910. The Contractor shall follow all instructions for each asbestos class job as outlined in 29 C.F.R. part 1910. The training shall be conducted, at no additional expense to the Government, within 60 calendar days of Contract start date. The Contractor shall submit written certification to the CO or designee within five calendar days of the completion of training.

1.1.2.8.2 Re-Tuning Training

The Contractor shall ensure that all Mechanical Engineers, Mechanical Supervisors, Operating Engineers, HVAC Mechanics, and Control Technician employees, including replacement workers, receive Building Re-Tuning Training, (guidance can be found at the web site in document titled “Web Links” at: Operations and Maintenance Specification a five

(5) to six (6) hour online course) and refresher training every two years. The training shall be conducted, at no additional expense to the Government, within 60 calendar days of the Contract start date. The Contractor shall submit written certification to the CO or designee within five (5) calendar days of the completion of training for each employee identified above.

1.1.2.8.3 HVAC Continuing Education Requirements and Certifications

All HVAC personnel designated to operate, maintain, or repair any combination of HVAC equipment or systems shall possess one or more of the following certifications:

a. North American Technician Excellence (NATE) HVAC Service Technician Certification

b. HVAC Excellence Professional Level Certification

c. UA Star HVAC Mastery Certification

d. Journeymen Certifications

All HVAC personnel designated, to operate, maintain, and repair any combination of HVAC equipment or systems shall maintain a minimum of 16 hours of continuing education per year from either NATE, HVAC Excellence, or UA Star recognized provider program.

The Contractor shall submit written certification to the CO or designee.

1.1.2.8.4 NCMMS Training

The Contractor shall ensure that all staff and replacement staff using the NCMMS receives virtual NCMMS Training, which takes approximately 12 hours to complete and can be found at the website in document titled “Web Links” at: Operations and Maintenance Specification.

The training shall be completed at no additional expense to the Government, during Contractor’s inbound transition period. The Contractor shall submit written certification to the CO or designee within five (5) calendar days of the completion of training for each employee who uses the NCMMS. The NCMMS regional trainers will take attendance and administer quizzes during the course. Trainees who pass the quizzes will receive credit for completing class.

1.1.2.8.5 Lead Awareness Training

The Contractor shall ensure that all employees, including replacement workers, receive lead awareness training and refresher training in accordance with 29 CFR 1910.1025(l) (1) (i).

The training shall be conducted, at no additional expense to the Government, within 60 calendar days of Contract start date. The Contractor shall submit written certification to the CO or designee within five (5) calendar days of the completion of training.

No lead in John F. Kennedy Federal Office Building.

1.1.2.9 Appearance

Contractor personnel shall present a neat appearance and be easily recognized. This shall be accomplished by wearing uniforms bearing the name of the company. Uniforms shall be regularly laundered, consistent among personnel classifications, and maintained presentable to tenant personnel during all working hours.

1.1.2.10 Standards of Conduct

The Contractor shall be responsible for maintaining satisfactory standards of employee competency, conduct, appearance, and integrity and shall be responsible for taking disciplinary action with respect to its employees, as necessary. The Contractor is responsible for ensuring that its employees do not disturb papers on desks, open desk drawers or cabinets, or use Government telephones, except as authorized. Each employee must adhere to standards of behavior that reflect favorably on his or her employer and the Federal Government. Smoking is only allowed in designated areas on the property and no smoking is allowed within the Facility.

1.1.2.11 Recording Presence

Each Contract employee shall sign in when arriving and departing the facility daily and follow card access requirements as directed by the CO or designee. The Contractor shall accumulate GSA Form 139 (Record of Time of Arrival and Departure from Building) or other designated form for use in recording presence each calendar week, and certifies in writing on each form that the information shown is true and correct within 5 calendar days of the end of the work week. The Contractor shall provide copies of these records to the CO or designee upon request.

1.1.2.12 Personal Identity Verification Requirements

Contractor employees that require access to GSA-controlled facilities or information systems to perform Contract requirements shall comply with GSA personal identity verification requirements, guidance can be found at the web site in document titled “Web Links” at:

Operations and Maintenance Specification. The Contractor shall insert this clause in all subcontracts when the subcontractor is required to have access to a GSA-controlled facility or access to a GSA-controlled information system.

1.1.2.13 Credentials and Identification

Contractor personnel with credentials shall be required to comply with all access security screening procedures applicable to Government or other personnel possessing similar credentials, or as determined by the building practices as defined by the Facility Security Committee. All Contractor personnel possessing credentials (PIV or otherwise) shall visibly display their credentials at all times while in the building(s) where work is being performed.

The Contractor shall be responsible for ensuring that all identification credentials are returned to the CO or designee whenever its employees leave the Contract (i.e., when the Contract has been completed, employees leave the company, employees are dismissed or terminated or the Government determines that the employee is to be removed from the contract). The Contractor shall notify the CO or designee whenever employee badges are lost.

The Contractor shall be responsible for paying the Government for replacement credentials at the current cost per badge.

1.1.2.14 Escorting

Temporary contract employees who do not have favorable preliminary or final suitability determinations and need to work in non-public federally-controlled space must be escorted.

In those cases, the Contractor shall comply with the security clearance procedures for Escort Only Contractors. All uncleared contract employees shall be escorted in non-public space by a Government employee or another responsible cleared contract employee who is approved by the CO or designee. Other Government agencies shall have specific agency security requirements for their own space that shall only allow escort by Government employees or those designated by their agency. Government employees or approved cleared contract employees who provide escorts for uncleared contract employees shall always be within eyesight of the uncleared contract employees. The Contract Government escort shall watch uncleared employees and remain with uncleared contract employees for the entire time they are in non-public federally controlled space. Any security violation of escort requirements by a cleared and approved contract employee shall result in the immediate removal from the Contract of all contract employees involved, i.e., escorts and uncleared escorted contract employees. Also, violations of escort requirements by subcontract employees in accordance with security requirements shall be grounds for loss of facility access for those individuals or grounds for termination of Contract, or both.

1.1.3 Quality Control Program

A Quality Control Program (QCP) shall be developed and implemented by the Contractor.

The Contractor’s QCP shall ensure Contract compliance, and act to ensure that potential problems with building services, equipment and systems are identified, documented, and resolved prior to failure. In the event the Government Quality Assurance Program identifies deficiencies the Contractor shall implement progressively responsive quality control measures commensurate with the severity of the Government's deficiencies. Deficiencies identified by the QCP or QASP shall be recorded in the NCMMS and corrected.

1.1.3.1 Quality Control Plan

The “Quality Control Plan” (QC plan) is the Contractor’s complete written system for identifying and correcting deficiencies in the quality of services. Preparation of the QC plan is the responsibility of the Contractor and is due with the Contractor’s proposal.

The QC plan, revisions or updates shall be submitted for approval by the CO or designee.

A review of the QC Plan can be initiated by direction of the CO or designee.

1.1.3.2. Quality Control Plan Contents

The QC plan shall detail the Contractor’s methods, frequencies, documentation, and remedies for ensuring that work performed is of the highest quality. It shall describe procedures for correcting problems and addressing quality assurance findings by the Government. The Contractor shall further customize the QC plan to meet facility specific conditions, describing the Contractor’s overall approach, service calls and preventive maintenance/inspection schedules, roles and responsibilities as it relates to quality control.

The QC plan is to be submitted for review and approval to the CO or designee within 30 calendar days of Contract start date.

1.1.3.2.1 Inspection Program

The Contractor shall develop an inspection program that ensures a safe and efficient level of operation of all equipment and services required in this PBWS. It shall specify the areas to be inspected on a scheduled or unscheduled basis, how frequently inspections shall be accomplished, and the title of the individual(s) (third party or corporate) who shall perform the inspections. The inspection program shall provide for a written record of inspections and results. The inspection program plan shall be planned, scheduled, tracked, and reported via the NCMMS.

1.1.3.2.2 Methods

The Contractor shall identify its methods for identifying and preventing deficiencies in the quality of service performed before the level of performance becomes unacceptable.

1.1.4 Quality Assurance

GSA’s role in quality assurance is to ensure that the Contractor is achieving the quality levels established in the operation and…