47PB0024Q0001 RFQ Amendment 03 PWS Changes Summary 2023 12 22.docx

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Murphy Federal Records Center, Waltham, MA, O&M RFQ, Amendment #6
Solicitation number
47PB0024Q0001
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About this file

This is a summary of Amendment #3 to Request for Quotation 47PB0024Q0001 for operations and maintenance services at the Murphy Federal Records Center in Waltham, MA.

The amendment makes 29 changes to the RFQ documentation. Key changes include extending the response due date to January 3, 2024, increasing page limits for factors in the quote, adding resume requirements for key personnel, clarifying preventive maintenance standards, and modifying asset inventory and past performance documentation requirements. Testing and reporting requirements for cooling towers, air filters, and domestic water systems were also expanded. The period of performance is extended to include 9 option years rather than 8. The General Services Administration is the contracting agency and the services include mechanical, electrical, and facility operations and maintenance.

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File Type Posted
47PB0024Q0001 RFQ Amendment 06 Attach 01 Solicitation Changes Summary 2024 01 02.docx DOCX document
47PB0024Q0001 RFQ Amendment 06 Attach 03 SF1449 Contract Form 2024 01 02.pdf PDF
47PB0024Q0001 RFQ Amendment 06 2024 01 02.pdf PDF
47PB0024Q0001 RFQ Amendment 06 Attach 04 Performance Work Statement 2024 01 02.pdf PDF
47PB0024Q0001 RFQ Amendment 06 Attach 02 Request for Quote 2024 01 02.docx DOCX document
47PB0024Q0001 RFQ Amendment 06 Attach 04 Performance Work Statement 2024 01 02.docx DOCX document
47PB0024Q0001 RFQ Amendment 05 SF30 Amendment Form 2023 12 24.pdf PDF
47PB0024Q0001 RFQ Amendment 04 SF30 Amendment Form 2023 12 23.pdf PDF
47PB0024Q0001 RFQ Amendment 04 Attach 01 Solicitation Changes Summary 2023 12 23.docx DOCX document
47PB0024Q0001 RFQ Amendment 04 Attach 02 Request for Quote 2023 12 23.docx DOCX document
47PB0024Q0001 RFQ Amendment 04 Attach 04 Electronic Offer Sheet 2023 12 23 Protected.xlsx XLSX spreadsheet
47PB0024Q0001 RFQ Amendment 04 Attach 03 SF1449 2023 12 23.pdf PDF
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 07 Performance Work Statement 2023 12 22.docx DOCX document
47PB0024Q0001 RFQ Amendment 03 Pre-Quote Conference and Site Visit Minutes 2023 11 21.docx DOCX document
47PB0024Q0001 RFQ Amendment 03 Questions and Answers 2023 12 22.docx DOCX document
47PB0024Q0001 RFQ Amendment 03 SF30 Amendment Form 2023 12 22.pdf PDF
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 07 PWS Exhibit 17 GSA Order PBS 1000.7A Drinking Water Quality Management.pdf PDF
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 07 PWS Exhibit 19 Water Sampling and Flushing Record Keeping Template.docx DOCX document
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 07 PWS Exhibit 18 PBS Guidance to Maintain or Restore Water Quality.docx DOCX document
47PB0024Q0001 RFQ Amendment 03 Request for Quote 2023 12 22.docx DOCX document
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 07 Performance Work Statement 2023 12 22.pdf PDF
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 07 PWS Exhibit 15 NCMMS Asset Audit Tool Presentation.pptx PPTX presentation
47PB0024Q0001 RFQ Amendment 03 Pre-Quote Conference Presentation 2023 11 20.pptx PPTX presentation
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 05 Electronic Offer Sheet 2023 12 22 Protected.xlsx XLSX spreadsheet
47PB0024Q0001 RFQ Amendment 03 Pre-Quote Conference Sign-in Sheet 2023 11 21 Signed.pdf PDF
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 07 PWS Exhibit 20 KPI Calculations Sample 2023 12 15.xlsx XLSX spreadsheet
47PB0024Q0001 RFQ Amendment 03 RFQ Attach 07 PWS Exhibit 16 NCMMS Asset Audit Tool Murphy 2023 12 12.xlsx XLSX spreadsheet
47PB0024Q0001 RFQ Amendment 02 2023 12 15.pdf PDF
47PB0024Q0001 RFQ Amendment 02 Attach 01 Request For Quote 2023 12 15.docx DOCX document
47PB0024Q0001 RFQ Amendment 02 Attach 02 SF1449 2023 12 15.pdf PDF
47PB0024Q0001 RFQ Amendment 02 Attach 01 Request For Quote 2023 12 15.pdf PDF
47PB0024Q0001 RFQ Amendment 01 Attach 01 RFQ Attach 04 SF1449 Contract Form 2023 11 16.pdf PDF
47PB0024Q0001 RFQ Amendment 01 SF-30 Amendment Form 2023 11 16.pdf PDF
47PB0024Q0001 Request For Quote Attach 06 GSA Form 527 2021 10.pdf PDF
47PB0024Q0001 Request For Quote Attach 04 SF1449 Contract Form.pdf PDF
47PB0024Q0001 Request For Quote Attach 07 Performance Work Statement 2023 11 15.pdf PDF
47PB0024Q0001 Request For Quote 2023 11 15.docx DOCX document
47PB0024Q0001 Request For Quote Attach 03 Wage Determination 2015-4017 Revision 20 2023 06 30.pdf PDF
47PB0024Q0001 Request For Quote 2023 11 15.pdf PDF
47PB0024Q0001 Request For Quote Appendix A - Past Performance Questionnaire 2023 11 15.docx DOCX document
47PB0024Q0001 Request For Quote Attach 02 FAR GSAM Provisions 2023 11 15.docx DOCX document
47PB0024Q0001 Request For Quote Attach 01 Quote Checklist Coversheet 2023 11 15.docx DOCX document
47PB0024Q0001 Request For Quote Appendix B - Self-Certification Statement 2023 11 15.docx DOCX document
47PB0024Q0001 Request For Quote Attach 05 Electronic Offer Sheet 2023 11 15 Protected.xlsx XLSX spreadsheet
47PB0024Q0001 Request For Quote Attach 07 Performance Work Statement 2023 11 15.docx DOCX document
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U.S. General Services Administration Public Buildings Service New England Region

Request for Quote 47PB0024Q0001 Murphy Operations and Maintenance Amendment #3 RFQ Changes Summary

(1) On the cover page of the Request for Quote change the following:

FROM:

Note: a completed, signed, and dated copy of the attached Quote Checklist Cover Sheet (see Attachment 1) must be used as the cover sheet for the submitted quote.

TO:

Note: a completed, signed, and dated copy of the attached Quote Checklist Cover Sheet (see Appendix A) must be used as the cover sheet for the submitted quote.

(2) In Section 2.2 (Submission of Quote Package) [page 8] of the Request for Quote change the following:

FROM:

Quote Packages shall be formatted as follows: using font size 12 with 1/2” margins on all four sides. Any forms and charts shall be clearly labeled and referenced and are not subject to the font size limitation.

1. One (1) Page, 8-1/2” x 11”, single-sided Cover Sheet

2. Ten (10) Pages, 8-1/2” x 11”, single-sided for Factor 1 Management Plan

3. One (1) Page, 8-1/2” x 11”, single-sided for Factor 2 Past Performance

4. Associated Attachments, as stated in this RFQ, shall be 8-1/2” x 11”, single-sided. Refer to relevant sections for page limitations, as necessary.

The RFQ response package shall be as follows:

a. Cover Sheet

1. Affirmation Statement regarding acceptance and ability to perform all requirements stated within the Performance Work Statement (see Attachment 7) and the solicitation.

TO:

Quote Packages shall be formatted as follows: using font size 12 with 1/2” margins on all four sides. Any forms and charts shall be clearly labeled and referenced and are not subject to the font size limitation.

1. One Three (3) Page, 8-1/2” x 11”, single-sided Quote Checklist Cover Sheet (see Appendix A) completed, signed, and dated

2. One (1) Page, 8-1/2” x 11”, single-sided Cover Sheet

3. Ten (10) Pages, 8-1/2” x 11”, single-sided for Factor 1 (Management Plan)

4. One (1) Page, 8-1/2” x 11”, single-sided Past Performance Summary Cover Sheet for Factor 2 (Past Performance)

5. Up to Three One (1) Page, 8-1/2” x 11”, single-sided Past Performance Project Cover Sheets for Factor 2 (Past Performance)

6. Associated Attachments, as stated in this RFQ, shall be 8-1/2” x 11”, single-sided. Refer to relevant sections for page limitations, as necessary.

The RFQ response package shall be as follows:

a. Quote Checklist Cover Sheet (see Appendix A)

1. Completed, signed, and dated

b. Cover Sheet

1. Affirmation Statement regarding acceptance and ability to perform all requirements stated within the Performance Work Statement (see Attachment 7) and the solicitation.

(3) In Section 3.1.1 (Management Plan) [page 14] of the Request for Quote change the following:

FROM:

The Management Plan shall be limited to ten (10) pages, and the Management Plan Attachments shall be limited to twelve (12) pages (see specified individual limits below for each component of the Management Plan Attachments), not including a GSA Schedule Contractor Teaming Arrangements (if applicable), which does not count toward any page limits.

TO:

The Management Plan shall be limited to ten (10) pages, and the Management Plan Attachments shall be limited to eighteen (18) pages (see specified individual limits below for each component of the Management Plan Attachments), not including a GSA Schedule Contractor Teaming Arrangements (if applicable), which does not count toward any page limits.

(4) In Section 3.1.1 (Management Plan) [page 14] of the Request for Quote change the following:

FROM:

a. Staffing Plan - The Staffing Plan addresses how the Contractor intends to accomplish the requirements of the PWS using in-house and subcontracted resources. Quotes will be evaluated on the extent to which they propose to (1) provide for the maintenance of a qualified workforce; (2) ensure adequate and efficient resource coverage at all locations under this BPA; and (3) minimize operational disruption as a result of contractor employee turnover and other constraints to employee availability.

Submission Requirements - The Staffing Plan should include:

i. Positions, their titles, responsibilities, and physical locations. Identify the positions and individuals that are proposed as “key.”

ii. Minimum qualifications for each position identified.

iii. Training/certifications to be pursued for each position identified.

TO:

a. Staffing Plan - The Staffing Plan addresses how the Contractor intends to accomplish the requirements of the PWS using in-house and subcontracted resources. Quotes will be evaluated on the extent to which they propose to (1) provide for the maintenance of a qualified workforce; (2) ensure adequate and efficient resource coverage at all locations under this BPA; and (3) minimize operational disruption as a result of contractor employee turnover and other constraints to employee availability.

Submission Requirements - The Staffing Plan should include:

i. Positions, their titles, responsibilities, and physical locations. Identify the positions and individuals that are proposed as “key.”

ii. Minimum qualifications for each position identified.

iii. Resumes for key personnel (i.e., Project Manager, Onsite Supervisor, or any additional supervisory, non-SCA/CBA personnel assigned to the site, such as Assistant Project Manager, Quality Control, or Safety Manager). [Resumes do not count toward the page limit.]

iv. Training/certifications to be pursued for each position identified.

(5) In Section 3.1.2 (Past Performance) [page 21] of the Request for Quote change the following:

FROM:

(11) Submission Requirements - The Past Performance Factor shall be limited to a Past Performance Summary Cover Sheet (with a breakdown or table listing the associated records, with project titles, contract numbers (if available), service-type(s), square footages, performance periods, and dollar values) and no more than three (3) one (1) page Past Performance Project Cover Sheets, formatted as described above, for each of the three (3) records from either CPARS or the PPQ, or a combination thereof. The Contractor should detail how each record meets the “similar in size, scope, and complexity” requirement described above in the cover sheet. The Contractor may provide additional details for review that would justify how a project meets the requirements, as necessary.

TO:

(11) Submission Requirements - The Past Performance Factor shall be limited to a Past Performance Summary Cover Sheet (with a breakdown or table listing the associated records, with project titles, contract numbers (if available), service-type(s), square footages, performance periods, and dollar values) and no more than three (3) one (1) page Past Performance Project Cover Sheets, formatted as described above, for each of the three (3) records from either CPARS or the PPQ, or a combination thereof. The Contractor should detail how each record meets the “similar in size, scope, and complexity” requirement described above in the cover sheet. The Contractor may provide additional details for review that would justify how a project meets the requirements, as necessary.

(6) In Section 3.1.2.3.h (Past Performance) [page 20] of the Request for Quote change the following:

FROM:

h. Name, title, address, phone number, and email of the building's owner or are presentative of the owner who can attest to the quality of the services provided. It is incumbent on the Vendor to ensure this information is current and accurate.

TO:

h. Name, title, address, phone number, and email of the building's owner or representative of the owner who can attest to the quality of the services provided. It is incumbent on the Vendor to ensure this information is current and accurate.

(7) In Section 3.1.2 (Past Performance) [page 21] of the Request for Quote change the following:

FROM:

11. The Past Performance Factor is limited to a one (1) page cover sheet, formatted as described above, with three (3) records from either CPARS or the PPQ, or a combination thereof. The Contractor should detail how each record meets the “similar in size, scope, and complexity” requirement described above in the cover sheet. The Contractor may provide additional details for review that would justify how a project meets the requirements, as necessary. The cover sheet shall include a breakdown or table listing the associated records, with project titles, contract numbers (if available), service-type(s), square footage, and dollar values.

TO:

11. The Past Performance Factor shall be limited to a Past Performance Summary Cover Sheet (with a breakdown or table listing the associated records, with project titles, contract numbers (if available), service-type(s), square footages, performance periods, and dollar values) and no more than three (3) one (1) page Past Performance Project Cover Sheets, formatted as described above, for each of the three (3) records from either CPARS or the PPQ, or a combination thereof. The Contractor should detail how each record meets the “similar in size, scope, and complexity” requirement described above in the cover sheet. The Contractor may provide additional details for review that would justify how a project meets the requirements, as necessary.

(8) In Section 7 (Attachments) [page 26] of the Request for Quote change the following:

FROM:

Attachment 1 BPA Terms and Conditions (included below)

Attachment 2 FAR/GSAM Provisions

Attachment 3 Wage Determination Number 2015-4017, Revision 20, dated June 30, 2023

Attachment 4 47PB0024Q0001 Standard Form 1449 Solicitation

Attachment 5 47PB0024Q0001 Electronic Offer Sheet

Attachment 6 GSA Form 527

Attachment 7 47PB0024Q0001 Performance Work Statement

TO:

Attachment 1 BPA Terms and Conditions (included below)

Attachment 2 FAR/GSAM Provisions

Attachment 3 Wage Determination Number 2015-4017, Revision 20, dated June 30, 2023

Attachment 4 47PB0024Q0001 Standard Form 1449 Solicitation

Attachment 5 47PB0024Q0001 Electronic Offer Sheet 2023 12 22

Attachment 6 GSA Form 527

Attachment 7 47PB0024Q0001 Performance Work Statement 2023 12 22

(9) On the cover page of Attachment #07 (Performance Work Statement) to the Request for Quote change the following:

FROM:

SOLICITATION NUMBER: 47PB0024Q0001

SERVICE: Operations & Maintenance and Related Services

LOCATION(S):Murphy Federal Records Center (MA0136ZZ)
380 Trapelo Road, Waltham, MA 02452

PERIOD OF PERFORMANCE: May 1, 2024 – April 30, 2025 and 8 One-Year Options

SOLICITATION ISSUE DATE: November 15, 2023

OFFER RECEIPT DATE/TIME: December 15, 2023

TO:

SOLICITATION NUMBER: 47PB0024Q0001

SERVICE: Operations & Maintenance and Related Services

LOCATION(S):Murphy Federal Records Center (MA0136ZZ)
380 Trapelo Road, Waltham, MA 02452

PERIOD OF PERFORMANCE: May 1, 2024 – April 30, 2025 and 9 One-Year Options

SOLICITATION ISSUE DATE: November 15, 2023

OFFER RECEIPT DATE/TIME: January 3, 2024

(10) In Section C.1.0 (General) [page 14], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

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.

TO:

To the extent possible and consistent with EO 14005, the Contractor shall maximize the use of goods, products and materials that are produced in the United States.

(11) In Section C.1.2.1 (Contractor Key Personnel) [page 15], of Attachment #07 (Performance Work Statement) to the Request for Quote add the following:

While submission of contact information for the immediate supervisors of proposed personnel is preferred, Offerors who are unwilling or unable to provide this contact information may provide alternate reference contact information. Be aware, however, that those references should be able to speak substantively to the proposed person’s recent and relevant performance, capabilities, and background.

(12) In Section C.1.2.1 (Contractor Key Personnel) [page 15] of Attachment #07 (Performance Work Statement) to the Request for Quote, add the following:

The Contractor shall also submit resumes for additional key personnel (i.e., the Onsite Supervisor or any additional supervisory, non-SCA/CBA personnel assigned to the site, such as Assistant Project Manager, Quality Control, or Safety Manager).

(13) In Section C.1.2.3 (Communication Equipment) [page 15], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

● Phone/Emails/Text messaging smartphone or tablet devices. 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.

TO:

● Phone/Emails/Text messaging smartphone or tablet devices. 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 (see Exhibit 12) 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.

(14) In Section C.1.2.3.1 (CIO 2100 IT Security Policy) [page 16], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

The Contractor shall ensure compliance with GSA Order CIO 2100.1K.

TO:

The Contractor shall ensure compliance with GSA Order CIO 2100.1N.

(15) In Section C.1.3.1 (Quality Control Plan) [page 16], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

Preparation of the QC plan is the responsibility of the Contractor and is due with the Contractor’s proposal.

TO:

Preparation of the QC Plan is the responsibility of the Contractor, and a QC Plan Outline is due with the Contractor’s quotation. The complete QC Plan is due within 30 days of Contract Award.

(16) In Section C.1.6.2.1 (General) [page 26], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

This subsection applies to all recipients of Controlled Unclassified Information (CUI), including offerors, bidders, awardees, contractors, subcontractors, lessors, suppliers and manufacturers. Dissemination of sensitive but unclassified paper and electronic building information shall be made on a need-to-know basis in accordance with GSA Order PBS P 3490.2, a copy of which shall be made available upon request.

TO:

This subsection applies to all recipients of Controlled Unclassified Information (CUI), including offerors, bidders, awardees, contractors, subcontractors, lessors, suppliers and manufacturers. Dissemination of sensitive but unclassified paper and electronic building information shall be made on a need-to-know basis in accordance with GSA Order PBS P 3490.3, a copy of which shall be made available upon request.

(17) In Section C.1.6.2.7 (Destroying CUI Building Information) [page 27], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

When no longer needed, CUI building information shall be destroyed so that marked information is rendered unreadable and incapable of being restored, in accordance with guidelines provided for media sanitization within GSA CIO 2103.1 Controlled Unclassified Information (CUI) Policy and Appendix A of NIST Special Publication 800-88NIST Special Publication 800-88, Guidelines for Media Sanitization. Alternatively, CUI building information may be returned to the CO.

TO:

When no longer needed, CUI building information shall be destroyed so that marked information is rendered unreadable and incapable of being restored, in accordance with guidelines provided for media sanitization within GSA CIO 2103.2 Controlled Unclassified Information (CUI) Policy and Appendix A of NIST Special Publication 800-88NIST Special Publication 800-88, Guidelines for Media Sanitization. Alternatively, CUI building information may be returned to the CO.

(18) In Section C.1.9.1 (General) [page 29], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.1.9.1 General

The Contractor shall be responsible for completing all CMMS actions in accordance with the National CMMS Policy Desk Guide (April 30, 2019, or newer version) which can be found at the website in a document titled "Web Links" at: Operations and Maintenance Specifications.

TO:

The Contractor shall be responsible for completing all CMMS actions in accordance with the National CMMS Policy Desk Guide (April 30, 2019, or newer version).

(19) In Section C.1.9.1 (C.1.9.1 General) [page 30], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.1.9 Use of NCMMS

C.1.9.1 General

The Government shall review the Contractor’s equipment inventory and location data in NCMMS via an audit tool to ensure that the contractor meets the requirements specified in C.5.3.2. The Contractor shall have the first six (6) months of the contract year to make improvements before the first inventory review. At the conclusion of month six (6), the Government will utilize the audit tool to determine if the Contractor has met the requirements identified in C.5.3.2. If the Government determines, through the use of the audit tool (see Exhibit 13), that the Contractor failed to meet the requirements specified in C.5.3.2, Government will deduct 30% of the monthly Mechanical Maintenance and Repair Services line item(s). This deduction will continue monthly for the duration of the contract year until the Contractor meets the requirements. This review process will repeat for each contract year, through the duration of the period of performance.

TO:

The Government shall review the Contractor’s equipment inventory and location data in NCMMS via an audit tool to ensure that the contractor meets the requirements specified in C.5.3.2. The Contractor shall have the first six (6) months of the contract year to make improvements before the first inventory review. At the conclusion of month six (6), the Government will utilize the audit tool to determine if the Contractor has met the requirements identified in C.5.3.2. If the Government determines, through the use of the audit tool (see Exhibit 16), that the Contractor failed to meet the requirements specified in C.5.3.2, Government will deduct 30% of the monthly Mechanical Maintenance and Repair Services line item(s). This deduction will continue monthly for the duration of the contract year until the Contractor meets the requirements. This review process will repeat for each contract year, through the duration of the period of performance.

(20) In Section C.2.17 (Corrective Maintenance) [page 37], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

Corrective Maintenance is a term from NCMMS tool that refers to any activity that is not previously scheduled per industry standards, the PBS-P100 Design Standard, PBS 2017 (or most current) Preventive Maintenance Standards, or other referenced standards. The term includes service calls, equipment problems, minor repairs, or unscheduled maintenance activities.

TO:

Corrective Maintenance is a term from NCMMS tool that refers to any activity that is not previously scheduled per industry standards, the PBS-P100 Design Standard, PBS 2021 (or most current) Preventive Maintenance Standards, or other referenced standards. The term includes service calls, equipment problems, minor repairs, or unscheduled maintenance activities.

(21) In Section C.5.3.2 (Operations) [page 50], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.5.3.2 Operations

The Contractor shall:

a) The Contractor shall within 30 days of contract start review Level 1 Asset Inventory Audit Baseline Reports (See Exhibit 8, NCMMS Audit Tool) for each location.

b) The Contractor shall, within 60 days after the contract starts, submit an Asset Management Plan for each location covered in this contract to the CO or Designee. The plan must address all discrepancies noted in the Level 1 Asset Inventory Audit Baseline Reports. At a minimum the plan shall include, but not be limited to:

· Specific actions the Contractor shall take to meet the goals identified in Exhibit 8, for each contract year and each location where contract work occurs.

TO:

C.5.3.2 Operations

The Contractor shall:

a) The Contractor shall within 30 days of contract start review Level 1 Asset Inventory Audit Baseline Reports {see Exhibit 15 [“NCMMS Asset Audit Tool Presentation”] and Exhibit 16 [“NCMMS Asset Audit Tool (Murphy) 2023 12 12”]} for each location.

b) The Contractor shall, within 60 days after the contract starts, submit an Asset Management Plan for each location covered in this contract to the CO or Designee. The plan must address all discrepancies noted in the Level 1 Asset Inventory Audit Baseline Reports. At a minimum the plan shall include, but not be limited to:

· Specific actions the Contractor shall take to meet the goals identified in Exhibit 14, for each contract year and each location where contract work occurs.

(22) In Section C.5.3.2 (Operations) [page 50], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

d. Manage and maintain asset inventory consisting of:

vii. The Government reserves the right to require additional information. (Exhibit 9, Inventory/NCMMS).

TO:

d. Manage and maintain asset inventory consisting of:

vii. The Government reserves the right to require additional information. (Exhibit 8, Inventory/NCMMS).

(23) In Section C.2 (Definitions) [page 42] of Attachment #07 (Performance Work Statement) to the Request for Quote, add the following:

C.2.53 BAS Upgrade

An upgrade is considered more than an incremental update or patch. An incremental update AKA “point release” or patch would be going from 4.2.3 to 4.3.1. An upgrade would be a jump to a full new release such as 4.2.3 to 5.1.0. Upgrades usually coincide with the addition of major new features or functionality. This could also be referred to as a feature release and generally results in more product features or capabilities.

C.2.54 BAS Updates / Patching

A patch fixes a specific issue and does not always result in a new update, but often does. Generally, no new functionality is added, and if it is, it is minimal in nature.

(24) In Section C.5.5.6 (Solid Waste) [pages 56 - 57], of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

The Contractor shall provide solid waste and recycling disposal services as needed and in accordance with the Resource Conservation and Recovery Act (RCRA) Subtitle C Hazardous Waste and Subtitle D Non-Hazardous Waste, associated EPA regulations (including 40 CFR Part 24640 CFR Part 246), state and local recycling mandates, Executive Order 13834, and applicable GSA/PBS guidance provided by the COR. The Contractor shall aim to meet a minimum fifty percent (by weight) waste diversion target, to support achievement of GSA sustainability targets. The Contractor shall manage (handle, transport, collect, and dispose) non-hazardous construction and demolition (C&D) waste separately from municipal solid waste (trash). Recycling, composting (where feasible), and other alternatives to landfills and incineration are the preferred methods for disposal of all solid waste (C&D and trash).

TO:

The Contractor shall provide solid waste and recycling disposal services as needed and in accordance with the Resource Conservation and Recovery Act (RCRA) Subtitle C Hazardous Waste and Subtitle D Non-Hazardous Waste, associated EPA regulations (including 40 CFR Part 24640 CFR Part 246), state and local recycling mandates, Executive Order 13834 (as modified by Executive Order 13990), and applicable GSA/PBS guidance provided by the COR. The Contractor shall aim to meet a minimum fifty percent (by weight) waste diversion target, to support achievement of GSA sustainability targets. The Contractor shall manage (handle, transport, collect, and dispose) non-hazardous construction and demolition (C&D) waste separately from municipal solid waste (trash). Recycling, composting (where feasible), and other alternatives to landfills and incineration are the preferred methods for disposal of all solid waste (C&D and trash).

(25) In Section C.5.5.11 (Potable Water Systems) [page 57] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.5.5.11 Potable Water Systems

The Contractor shall comply with The Safe Drinking Water Act, PL 99-339, as amended, and the U.S. Environmental Protection Agency Safe Drinking Water regulations (40 C.F.R. 141.43, sections A and D), which address the quantity of lead allowable in new installations or repairs to existing drinking water systems and plumbing. Potable water systems that are repaired, modified, serviced, or breached in any way shall be disinfected and flushed as needed prior to returning the system to service. The Contractor is required to comply with all applicable Federal, state, local codes, GSA Order PBS 1000.7- Drinking Water Quality Management and the PBS Desk Guide for Drinking Water Quality Management, in the operation, treatment, and testing of potable water systems.

TO:

C.5.5.11 Potable Water Systems

The contractor shall operate, sample, flush and test domestic water systems in accordance with U.S. Environmental Protection Agency (EPA) National Primary Drinking Water Regulations (40 C.F.R. § 141), GSA Order PBS 1000.7A (November 16, 2023) - Drinking Water Quality Management (see Exhibit #17), the PBS Desk Guide for Drinking Water Quality Management, PBS Guidance to Maintain or Restore Water Quality (see Exhibit #18), and all applicable state and local codes.

C.5.5.11.1 PBS Guidance to Maintain or Restore Water Quality

The contractor shall develop a water sampling and flushing plan for buildings meeting the applicable building criteria identified in the PBS Guidance to Maintain or Restore Water Quality (see Exhibit #18). The water sampling and flushing plan must be provided in writing to the GSA Contracting Officer’s Representative (COR) for approval within 30 days of implementing this guidance.

The PBS Guidance to Maintain or Restore Water Quality (see Exhibit #18) contains a section on Routine Flushing for buildings meeting the applicable building criteria with specific weekly flushing requirements for Child Care Centers, Health Units, and showers. The guidance also has monthly requirements for cleaning or replacement of aerators in Child Care Centers, Health Units and Hygiene showers as well as flushing of dead legs.

C.5.5.11.2 Inspection and Assessment

The contractor shall conduct regular inspections of the facility’s plumbing system, including pipes, fixtures, water storage tanks and distribution systems to identify any potential issue that may impact water hygiene. At a minimum, the contractor shall identify areas prone to water stagnation, potential sources of stagnant water, low-usage areas, infrequently used point of use outlets and dead leg sections of piping within the domestic water system.

Special attention shall be given to point-of-use outlets (cold and hot water) with infrequent use such as a visiting judge’s chamber, jury assembly rooms, areas under construction and Focus Areas such as healthcare settings or child care centers.

C.5.5.11.3 Repaired, Modified, Serviced or Breached

The Contractor shall comply with the EPA Use of Lead Free Pipes, Fittings, Fixtures, Solder, and Flux for Drinking Water (40 C.F.R. § 143 Subpart B), which address the quantity of lead allowable in new installations or repairs to existing drinking water systems and plumbing. Domestic water systems that are repaired, modified, serviced, or breached in any way shall be disinfected, flushed and tested as required by GSA Order PBS 1000.7A (November 6, 2023) - Drinking Water Quality Management (see Exhibit #17) and the PBS Desk Guide for Drinking Water Quality Management (see attachment to Exhibit #17), prior to returning the system to service. Flushing shall follow a unidirectional approach to ensure freshwater is available and to avoid introducing or moving contaminants from one location to another.

C.5.5.11.4 Reporting and Documentation

The contractor shall provide:

· Water sampling and flushing plan for buildings meeting the applicable building criteria identified in the PBS Guidance to Maintain or Restore Water Quality (see Exhibit #16). The water sampling and flushing plan must be provided in writing to the GSA Contracting Officer’s Representative (COR) for approval within 30 days of implementing this guidance.

· The COR an inspection and assessment report in accordance with sections C.5.5.11.1, C.5.5.11.2 and C.5.5.11.3.

· The contractor shall provide the COR a report monthly outlining actions taken and improvements observed.

· The contractor will complete the Water Sampling and Flushing Recordkeeping Template (see Exhibit #19) as well as provide detailed records of inspections, sampling, flushing activities, temperature monitoring and treatment applications (inclusive of a floor plan identifying locations of testing, a plumbing one-line as-built, or create a one-line detailing riser location and branch lines for COR approval). The Water Sampling and Flushing Record will be attached to NCMMS work orders with work order type “PM” and work order sub-type “Water” and uploaded into NCMMS.

(26) In Section C.5.8.3.1 (BAS Control Systems and Upgrades) [page 65] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.5.8.3.1 BAS Control Systems and upgrades

BAS Control Systems shall be maintained as designed and updated when required, including data point and graphics, as applicable. The Contractor shall perform maintenance required to ensure that all BAS devices function properly and repair or replace components that fail. The Contractor shall procure for BAS software and firmware updates and security patches sufficient to keep the system up to date with current versions of that application and field device controllers to address any known security vulnerabilities with that application software or device firmware. The Contractor shall procure software maintenance on an annual basis or leverage longer term contracts with one-year option periods. GSA reserves the right to remove this scope from the Contract at any time and furnish its own software maintenance contract with the application manufacturer or its authorized partners. Regardless of which party procures the required software maintenance, the Contractor is responsible for supporting the testing of all application, firmware, operating system, and database software patches.

The Contractor shall not upgrade or patch any BAS device independent of a qualified support from the manufacturer or its representative and then and only after consultation with GSA. The Contractor shall cooperate with GSA and the BAS contractor to facilitate any upgrades GSA deems necessary for the functionality or security of the BAS. The Government shall upgrade or change control system software or reprogram control systems during the performance period of the Contract. The Contractor shall not modify sequences of operation or control programs or run systems manually without prior approval of the CO or designee in consultation with regional subject matter experts (SME). Where sequence of operation changes are approved, the Contractor shall provide accurate edits to the sequence of operation to document the changes made.

TO:

C.5.8.3.1 BAS Control Systems and Upgrades

BAS Control Systems shall be maintained as designed and updated when required, including data point and graphics, as applicable. The Contractor shall perform maintenance required to ensure that all BAS devices function properly and repair or replace components that fail. The Contractor shall procure for BAS software and firmware updates and security patches sufficient to keep the system up to date with current versions of that application and field device controllers to address any known security vulnerabilities with that application software or device firmware. BAS upgrades, as defined by C.2.53, are not included in the basic monthly contract price, however they may be ordered as Additional Services. BAS Updates / Patching, as defined by C.2.54, are to be included within the basic monthly contract price. The Contractor shall procure software maintenance on an annual basis or leverage longer term contracts with one-year option periods. GSA reserves the right to remove this scope from the Contract at any time and furnish its own software maintenance contract with the application manufacturer or its authorized partners. Regardless of which party procures the required software maintenance, the Contractor is responsible for supporting the testing of all application, firmware, operating system, and database software patches.

The Contractor shall be proactive in identifying these updates or patches and coordinate implementation with the GSA. The Contractor shall not upgrade or patch any BAS device independent of a qualified support from the manufacturer or its representative and then and only after consultation with GSA. The Contractor shall cooperate with GSA and the BAS contractor to facilitate any upgrades GSA deems necessary for the functionality or security of the BAS. The Government shall upgrade or change control system software or reprogram control systems during the performance period of the Contract. The Contractor shall not modify sequences of operation or control programs or run systems manually without prior approval of the CO or designee in consultation with regional subject matter experts (SME). Where sequence of operation changes are approved, the Contractor shall provide accurate edits to the sequence of operation to document the changes made.

(27) In Section C.5.8.4 (Testing/Inspecting) [pages 65 - 66] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

The Contractor shall conduct the six-step re-tuning procedure described in the Pacific Northwest National Laboratory (http://retuningtraining.labworks.org/training/lms/). If the Contractor does not have adequate level of expertise to complete Re-tuning, all requirements shall be included in the BAS maintenance sub-contract. The initial frequency of the re-tuning is semi-annually to coincide with the heating and cooling seasons. After completing two re-tuning cycles the CO or designee in consultation with the Contractor shall determine the appropriate frequency of the re-tuning effort based on the size and complexity of the facility. Re-tuning shall be reported to the CO or designee and regional SME and documented in the monthly report. The re-tuning report shall include any Contractor suggestions and corrective actions.

TO:

The Contractor shall conduct the six-step re-tuning procedure described in the Pacific Northwest National Laboratory. If the Contractor does not have adequate level of expertise to complete Re-tuning, all requirements shall be included in the BAS maintenance sub-contract. The initial frequency of the re-tuning is semi-annually to coincide with the heating and cooling seasons. After completing two re-tuning cycles the CO or designee in consultation with the Contractor shall determine the appropriate frequency of the re-tuning effort based on the size and complexity of the facility. Re-tuning shall be reported to the CO or designee and regional SME and documented in the monthly report. The re-tuning report shall include any Contractor suggestions and corrective actions.

(28) In Section C.5.15.1 (General) [page 81] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

The Monthly Progress Report shall be submitted to the CO or designee by the 5th business day of the subsequent month.

TO:

The Monthly Progress Report shall be submitted to the CO or designee by the 5th business day of the subsequent month, prior to invoicing for the previous month.

(29) In Section C.6.3.4 (Replacement of Air Filters) [page 86] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.6.3.4 Replacement of Air Filters

The Contractor shall use high efficiency air filters when replacing the filters in air handlers and other equipment that use air filtration. The Contractor shall only use air filters with known Minimum Efficiency Reporting Value (MERV), as defined in the ANSI/ASHRAE Standard 52.2 and required in accordance with the most current PBS-P100. The Contractor shall replace air filters with the air filters that have the highest MERV value consistent with the feet per minute of the fan. The Contractor shall maintain minimum ventilation standards in ASHRAE Standard 62.1 with the current revision year. Prior to installation, the COR shall approve the filters to be used. At a minimum for an AHU with pre- and post-filters, the Contractor shall replace the pre-filters quarterly or as deemed necessary by the Magnehelic gauges or BAS-connected monitoring devices, and the post filters annually or as deemed necessary by the Magnehelic gauges. The rooftop unit, variable air volume, power Induction unit), fan coil, computer room, or any other air distribution filters shall be changed as required by the Preventive Maintenance Plan, but at least annually.

TO:

C.6.3.4 Replacement of Air Filters

The Contractor shall use high efficiency air filters when replacing the filters in air handlers and other equipment that use air filtration. The Contractor shall only use air filters with known Minimum Efficiency Reporting Value (MERV), as defined in the ANSI/ASHRAE Standard 52.2 and required in accordance with the most current PBS-P100. The Contractor shall replace air filters with the air filters that have the highest possible MERV value without significantly reducing design air flow. MERV ratings for the various AHUs are provided here.

AHU Number from NCMMS

Filter MERV Rating
Quantity
Pre Filter- If Installed
Filter/ Post Filter
MOD-A-AHU
N/A (there is none on this AHU)
20”x25”x2”-MERV-8

10”x20”x2”-MERV-8

MOD-B-AHU
N/A
20”-25”-2”-MERV-8

20”-24”-2”-MERV-8

MOD-D-AHU
N/A
20”-24”-2”-MERV-8
15

Prior to installation, the COR shall approve the filters to be used. At a minimum for an AHU with pre- and post-filters, the Contractor shall replace the pre-filters and single layer filters as deemed necessary by the Magnehelic gauges or BAS-connected monitoring devices and no less than quarterly. Post or main filters will be changed when deemed necessary by the Magnehelic gauges or BAS connected monitoring devices and no less than annually. Where filter differential pressure (D/P) is utilized to determine filter change periodicity, the maximum allowable D/P will be that provided by the equipment manufacturer and approved by the COR, and the filter D/P gauges will be calibrated annually. The rooftop unit, variable air volume, power Induction unit), fan coil, computer room, or any other air distribution filters shall be changed in a like manner to AHUs just described. The Contractor shall maintain minimum ventilation standards in ASHRAE Standard 62.1 with the current revision.

(30) In Section C.6.3.6 (Reporting) [page 87] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.6.3.6 Reporting

The Contractor shall report and enter into NCMMS any and all activities performed with respect to the air distribution system and its components, including Work Orders completed.

TO:

C.6.3.6 Reporting

The Contractor shall report and enter into NCMMS any and all activities performed with respect to the air distribution system and its components, including filter MERV ratings of installed filters, in the appropriate NCMMS Work Orders. Filter change MERV ratings will be reported in the “Materials” section of the “Actuals” tab of the filter change work order.

(31) In Section C.6.5 (Cooling Towers) [page 88] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.6.5 Cooling Towers

TO:

C.6.5 Cooling Towers and Other Unique Water Features

(32) In Section C.6.5.4 (Testing) [page 89] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.6.5.4 Testing

The Contractor shall test the water in accordance with the water treatment section of this contract. All equipment associated with the cooling tower shall be checked for proper operation and free of scale, corrosion and other contamination affecting performance of the tower. Testing must include a vibration cutout switch where installed.

TO:

C.6.5.4 Testing

The Contractor shall test the water in accordance with instructions in C.6.5.4.1 and Table 1 below. All equipment associated with the cooling tower shall be checked for proper operation and free of scale, corrosion and other contamination affecting performance of the tower. Testing must include the vibration cutout switch where installed.

C.6.5.4.1 Testing Instructions

The Contractor must:

1. Ensure the sampling subcontractor:

a. Is qualified and experienced in microbiological sampling methods for Legionella.

b. Has the capabilities to collect, transport, and analyze samples including “chain of custody” documentation and final reporting.

c. As needed, has contacted the testing laboratory before sampling and has received sample collection materials, information on sampling methodology, paperwork, and transport.

d. Follows sampling directions for specific locations as outlined in the CDC Legionella Sampling Procedure and Potential Sampling Sites.

e. Follows all instructions from the testing laboratory closely, including the completion of the chain-of-custody.

2. Ensure the laboratory that the sampling subcontractor is using is accredited for Legionella analysis according to the international laboratory quality standard ISO 17025:2017 by an accreditation body that is itself accredited according to ISO 17011:2017 (such as AIHA LAP), certified by the CDC Environmental Legionella Isolation Techniques Evaluation program, or as required by specific state requirements (such as the New York State Environmental Laboratory Approval Program for New York State).

3. Ensure all test results are attached to the WO submitted in NCMMS and have the Cooling Tower/Water Feature samples identified by name and asset number.

4. Inform the COR immediately if the results are above the acceptable values outlined below as well as provide a plan for any recommended remedial actions.

Table 1

Source
Location
Minimum Number of Samples
Volume of Sample
Frequency
Analytical Method
Acceptable Values

Cooling Towers and Evaporative Condensers (if applicable)

Tower collection basin
1 per cooling tower cell
250 mL unless 1L is required by the lab or state
Monthly (during the operating season)
Culture method (based on ISO 11731:2017 and/or the U.S. CDC methods published in 2005).
<10 CFU/mL
Incoming Cooling Tower Water Supply (if applicable)
Nearest entry point
1 per source
250 mL unless 1L is required by the lab or state
Monthly (concurrent with Cooling Tower)
Culture method (based on ISO 11731:2017 and/or the U.S. CDC methods published in 2005).
<10 CFU/mL

Humidifiers, Misters, Decorative Fountains (if applicable)

Reservoir
1 per system
250 mL unless 1L is required by the lab or state
Monthly (during the operating season)
Culture method (based on ISO 11731:2017 and/or the U.S. CDC methods published in 2005).
<1.0 CFU/mL

(33) In Section C.6.6.2 (HVAC Water Management Plan) [pages 89 - 90] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.6.6.2 HVAC Water Management Plan

The Contractor shall prepare a comprehensive water treatment plan that includes operating, cleaning, maintenance, corrosion monitoring, seasonal equipment layups, water treatment for both open and close loops and reporting on all related actions and analysis. The plan shall be specifically detailed to provide the CO or designee a quality assurance guide by which to assess the operating, maintaining, testing and reporting of all activities associated with the HVAC water systems. The Contractor shall ensure compliance with GSA Order PBS 1000.7 Drinking Water Quality Management and Appendix E of the PBS Desk Guide for Drinking Water Quality Management. The Contractor shall provide all equipment, chemicals, and services (including application) required to control corrosion, scale, algae, and bacterial growth in all HVAC equipment and systems throughout the building. All equipment installed for water treatment and corrosion monitoring shall be conveyed to the Government at the end of the Contract. This Plan will be submitted to the CO or designee within 60 days of the Contract start date.

TO:

C.6.6.2 HVAC Water Management Plan

The Contractor shall prepare a comprehensive water treatment plan that includes operating, cleaning, maintenance, corrosion monitoring, seasonal equipment layups, water treatment for both open and close loops and reporting on all related actions and analysis. The plan shall be specifically detailed to provide the CO or designee a quality assurance guide by which to assess the operating, maintaining, testing and reporting of all activities associated with the HVAC water systems. The Contractor shall ensure compliance with GSA Order PBS 1000.7A Drinking Water Quality Management and Appendix E of the PBS Desk Guide for Drinking Water Quality Management. The Contractor shall provide all equipment, chemicals, and services (including application) required to control corrosion, scale, algae, and bacterial growth in all HVAC equipment and systems throughout the building. All equipment installed for water treatment and corrosion monitoring shall be conveyed to the Government at the end of the Contract. This Plan will be submitted to the CO or designee within 60 days of the Contract start date.

(34) In Section C.6.6.6 (Reporting) [pages 91 - 93] of Attachment #07 (Performance Work Statement) to the Request for Quote, change the following:

FROM:

C.6.6.6 Reporting

The initial analysis of the HVAC water system(s) shall be reported to the CO and designee immediately after the results are known. It shall be the responsibility of the Contractor to correct any non-compliant conditions at no cost to the Government as soon as a solution has been reviewed and approved by the CO or designee. Any initial cost that exceeds the repair threshold shall be a shared liability. Once the parameters are within the established tolerances the Contractor shall be responsible to maintain equipment and chemistry at the Contractor's cost.

The periodic water treatment and testing reports shall be included in the monthly progress reports. All other analysis reports performed to analyze or mitigate non-conforming issues shall be brought to the attention of the CO or designee immediately. The monthly progress reports shall include the following items:

a. Testing dates, procedures and (in-house and independent) results,

a. Make up water volumes used,

a. Chemical amounts and types added to the system(s),

a. Tolerance and range criteria set forth in the Plan as compared to actual testing results,

a. Remediation actions taken during the month,

a. Trending data for a running 12 month period on all measures as they compare to the tolerance and acceptability range parameters set forth in the Plan, and

a. Any other pertinent data/info to complete a comprehensive profile of the HVAC water system(s).

The Contractor shall compare cooling tower water treatment results with the Chiller Operating Log. Trending and best practices shall be identified and proposed to CO or designee for review and approval prior to implementation in an effort to establish the most efficient systems operations based on conditions.

Table of GSA established HVAC water management criteria Open Loop

Chemistry Tests
Frequency of Test
Operating Ranges
Tower Water Conductivity
Auto Blow down: Weekly, Monthly

Manual Blowdown: Daily 160-2400 mmHOS (110-1600 ppm)

Makeup Water Conductivity (Hardness)
Auto Blow down:

Weekly, Monthly 40-600 mmHOS (30-400 ppm)

pH Test
Daily, Weekly
7.5 to 9.5
Corrosion Monitoring (Coupon Test)
Quarterly (3 months)
Iron: 2 to 5 mils/ year

Copper: 0.2 to 0.5 mils/ yr

Bacteria Testing
Quarterly (when system is running)

and whenever system has been shut-down for 5 consecutive business days Max: 1000 cfu/ml (colony forming units/ ml)

Chlorides
Weekly, Monthly
Max: 250 ppm as Cl

Max: 410 ppm as NaCL

Sulfites
Weekly, Monthly
50-100 ppm SO3

80-160 ppm Na2SO3

Corrosion Inhibitor Residual
Auto Chem. Feed:

Weekly, Monthly Defined by Consultant

Oxidizing Biocide Residual
Auto Chem. Feed:

Weekly, Monthly Defined by Consultant

Legionella pneumophila, Bacteria Testing

When total bacteria…

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