O&M_450_Solicitation_(Final).pdf

Rev 7 ||June 2017

Region 9 Operations & Maintenance Specification

SOLICITATION NUMBER: 47PK0218R0011

SERVICE: OPERATIONS & MAINTENANCE SERVICES

LOCATION(S): Phillip Burton Federal Building CA0154ZZ 450 Golden Gate Blvd, San Francisco, CA 94102

PERIOD OF PERFORMANCE: January 1, 2019 to December 31, 2019 with (4) Four One Year Option Periods.

SOLICITATION ISSUE DATE: July 30, 2018

OFFER RECEIPT DATE/TIME: August 29, 2018 @ 12:00pm Pacific Time

SITE VISIT: August 13th, 2018 @ 10:00am Pacific Time

TABLE OF CONTENTS

(Sections A through M)

A. SOLICITATION/CONTRACT FORMS

B. SERVICES, ORDERING AND PRICES

B.1 DESCRIPTION OF SERVICES

B.2 PERFORMANCE PERIOD & LIMITATION OF GOVERNMENT OBLIGATION (LoGO)

B.3 SERVICE CONTRACT ACT ASSUMPTIONS

B.4 ORDERING LIMITATIONS

B.5 EQUIPMENT INVENTORIES AND AUTOMATIC PRICE ADJUSTMENTS

Existing Equipment

No equipment inventories are being presented with this solicitation. The Government cannot guarantee the validity or completeness of the existing NCMMS equipment inventories. Offers are cautioned to use other means and/or a site visit to determine their offer; errors in assessment of the facility by the Contractor when developing the Contractor's offer are the responsibility of the Contractor and shall not result in price adjustment

B.6 PRICE ADJUSTMENT FOR EQUIPMENT UPGRADES

C. DESCRIPTION/SPECIFICATION/STATEMENT OF WORK

C.1 SCOPE OF WORK

C.1.1 System Requirements C.1.2 Additional Requirements C.1.3 Excluded Systems:

C.2 DEFINITIONS

C.3 REFERENCES

C.4 EXISTING DEFICIENCY INSPECTION AND REPORT

C.4.1 Existing Deficiency List Report C.4.2 Pricing C.4.3 Deficiency Status

C.5 STARTUP / TRANSITION PHASE

C.5.1 Startup Phase C.5.2 Startup Phase Schedule C.5.3 Transition Phase Startup C.5.4 Startup Phase Schedule C.5.5 Adjustments and Corrections

C.6 PHASE OUT TRANSITION PERIOD

C.7 TERMINAL DEFICIENCY LIST INSPECTION

C.8 GENERAL AND ADMINISTRATIVE REQUIREMENTS

C.8.1 Staffing and Communication with CO or Designee C.8.2 Communication and Equipment C.8.3 Onsite Records C.8.4 Maintenance Reports C.8.5 Service Request and Administrative Support C.8.6 Use of NCMMS C.8.7 Quality Control Plan

C.8.8 Government Quality Assurance Surveillance Plan C.8.9.1 Contract Performance C.8.9.2 Methods C.8.9.3 Cooperation-Inspections

C.8.9.4 CPARS

C.8.9 Overtime Utilities Data Collection

C.9 BUILDING OPERATING PLAN

C.9.1 Building Operating Plan C.9.1.1 Components of the Building Operating Plan (BOP)

C.10 EQUIPMENT INVENTORY

C.11 MONTHLY PROGRESS REPORTS

C.12 PERFORMANCE REVIEW MEETINGS

C.13 EQUIPMENT CONDITION ASSESSMENTS

C.14 OCCUPANT FEEDBACK PROGRAM

C.15 REFERENCE LIBRARY

C.16 REVIEW OF DESIGN DOCUMENTS

C.17 BUILDING MANAGEMENT SUPPORT SERVICES (ESCORTING)

C.18 INSPECTIONS AND ASSISTANCE FOR SPACE BUILDOUTS

C.19 EMERGENCY SHUTDOWN INSTRUCTIONS AND TOUR CHECKLISTS

C.20 LABELING OF ELECTRICAL CIRCUITS

C.21 OPERATIONAL REQUIREMENTS

C.21.1 General C.21.2 Extended Operating Hours C.21.3 Continuity of Operations (COOP) C.21.4 Emergency Operations Plan C.21.5 Tenant Environment C.21.6 Energy and Water Efficiency C.21.6.1 Energy and Water Efficiency Report Submittals C.21.6.2 Energy and Water Efficiency Technology

C.22 SYSTEM PERFORMANCE STANDARDS & PROCEDURES

C.23 SERVICE REQUESTS

C.23.1 General C.23.2 Emergency Service Request C.23.3 Urgent Service Request Response C.23.4 Routine Service Request Response

C.24 TOURS

C.24.1 General C.24.2 Operating Logs and Tour Check Sheets C.24.3 Tour Frequencies C.24.4 Condensate Pans C.24.4.1 AHU UV lighting systems

RESERVED

C.24.5 Monitoring of Central Plant Equipment

C.25 DEMAND RESPONSE PROGRAMS

C.26 CURTAILMENT PROGRAM

C.27 BAS ALARM RESPONSE

C.28 ADVANCED METERING PROGRAM

C.28.1 Advanced Metering System Verification and Calibration

C.29 PROTECTION AND DAMAGE

C.30 NEGLIGENCE

C.31 KEY CONTROL

C.32 DISRUPTIVE OR HAZARDOUS TOOLS

C.33 SCHEDULED DISRUPTIONS

C.34 PLUMBING AND RESTROOMS

C.35 MAINTENANCE PROGRAM

C.35.1 General C.35.2 Maintenance Standard C.35.3 Application of Diagnostic Software C.35.4 BAS Control Systems C.35.4.1 Systems outside the GSA Network C.35.4.2 Reporting C.35.5 Smart Building Technology C.35.6 Ongoing Commissioning / Re-Tuning C.35.7 Calibration of Sensors and Gauges C.35.8 Kitchen/Concession Area Systems C.35.9 Air Distribution Boxes C.35.10 Miscellaneous Work (Utility Hours)

C.36 WATER TREATMENT

C.36.1 General C.36.2 Tolerances C.36.3 Initial Report and Development Program C.36.4 Cooling Tower Water Management Plan C.36.5 Corrosion Monitoring C.36.6 Monthly Testing

C.37 OIL ANALYSIS AND OIL CHANGES

C.37.1 Periodic Oil Analysis C.37.2 Oil and Refrigerant Additives

C.38 LAMPS AND BALLASTS

C.39 ARCHITECTURAL AND STRUCTURAL MAINTENANCE

C.39.1 General C.39.2 Maintenance and Repair C.39.3 Repair and Replacement Work C.39.4 Painting C.39.5 Interior Signage and Directories C.39.6 Finishes Maintenance C.39.7 Historic Building Preservation C.39.8 Vertical Transportation Systems and Associated Equipment C.39.9 Flag Procedures

C.40 REPAIRS

C.40.1 General C.40.2 Non-reimbursable Repairs C.40.3 Reimbursable Repairs C.40.3.1 Repair Shared Liability Example C.40.4 Subcontracted Repairs C.40.5 Approval of Work C.40.6 Invoicing C.40.7 Warranties C.40.8 Quality of Materials and Replacement Parts C.40.10 Electrical and Motor Repairs C.40.11 Control System Repairs C.40.12 Ordering Repairs from Outside Source C.40.13 Force Majeure (Unforeseeable Events)

C.41 SAFTEY AND ENVIRONMENTAL MANAGEMENT

C.41.1 General C.41.2 Scheduling and Recordkeeping C.41.3 Refrigerants

C.41.3.1 Control and Certification C.41.3.2 Certified Handlers C.41.4 AQMD Operating Permits C.41.5 Fuel Storage Tanks

a. Comply with all Federal, State, and Local requirements for the periodic leak inspection tightness testing, monitoring, permitting, certification, registration, maintenance, personnel training and record keeping for underground and/or above ground storage tanks, as well as for pressurized and/or suction piping. As determined by the California Unified Program Agencies (CUPA), leak prevention includes requirements for tank installation, construction, testing, leak detection, spill containment, and overfill protection. California Code of Regulations, Title 23, Chapter 16, section 2643(f) requires underground storage tank (UST) leak detection equipment and methods to be evaluated by an independent third-party testing organization

b. Comply with any additional responsibilities required by the facility’s Spill Prevention, Control and Countermeasure (SPCC) Plan including, but not limited to inspections, training, and record keeping if the facility must comply with SPCC requirements. Contractor shall update the SPCC plan as required

c. Validate the inventory of all tank systems and assess tanks for compliance with current environmental design and installation standards at the commencement of the Contract

d. Notify the CO or their designee not later than the end of the Startup Transition Phase and record within the Existing Deficiency/Initial Inspection Deficiency list observed instances of non-compliance to include but not limited to required registration documentation and monitoring systems

e. Record the fuel levels monthly and report findings in Monthly Progress Report. Fuel levels in all tanks shall be maintained at least ¾ full. Per Section C.2, Definitions, fuel usage during preventative maintenance is considered a consumable, and the costs associated with this usage are not reimbursable. If the fuel is used to supply emergency utility power (in an actual loss of utility supply and not due to testing), the cost for fuel replacement is the responsibility of the government

f. Record monthly usage logs and follow all fuel unloading procedures C.41.6 Trash/Recycling Survey C.41.7 Polychlorinated Biphenyl (PCB) Control C.41.8 Facility Hazards C.41.9 Workplace Safety C.41.10 Electrical Safety C.41.11 Fall Protection C.41.12 Powered Platforms C.41.13 Lockout/Tagout C.41.14 Confined Spaces C.41.15 Asbestos Management C.41.16 Hazardous Materials

C.41.16.1 SDS

C.41.16.2 Disposition of Hazardous Waste C.41.16.3 Environmental Report C.41.16.4 Recycled Content Product Purchase Annual Reporting C.41.17 Boiler/Pressure Vessel Operation and Inspection Standards C.41.17.1 Boiler Operation and Inspections C.41.17.2 Inspections and Tests C.41.18 Backflow Prevention Devices C.41.19 Potable Water Systems C.41.20 Labeling and Signage C.41.21 Roof Anchorage Points

C.42 FIRE PROTECTION SYSTEMS AND LIFE SAFTEY EQUIPMENT

C.42.1 General C.42.2 Fire Alarm System Services C.42.2.1 Fire Alarm System Testing and Maintenance C.42.3 Fire Alarm System Central Station Monitoring C.42.4 Water-Based Fire Suppression Systems C.42.5 Fire Doors and Other Opening Protectives C.42.6 Fire and Combination Fire/Smoke Dampers C.42.7 Smoke Doors and Other Opening Protective C.42.8 Smoke Dampers C.42.9 Portable Fire Extinguishers C.42.10 Non-Water Based Fire Extinguisher Systems C.42.11 Smoke Control Systems

C.42.12 Emergency and Standby Power Systems C.42.12.1 Emergency Power System Testing C.42.13 Emergency Lighting Systems and Exit Signage

C.43 SUBMITTALS CHART (CONTRACTOR DELIVERABLES)

C.44 FEDERAL REQUIREMENTS

D. PACKAGING & MARKING

D.1 PAYMENT OF POSTAGE AND FEES

D.2 MARKING

E. INSPECTION & ACCEPTANCE

E.1 INSPECTION & ACCEPTANCE CLAUSE 52.212-4 (JAN 2017)

E.2 QUALITY ASSURANCE

E.3 GOVERNMENT PERSONNEL

F. DELIVERIES OR PERFORMANCE

F.2 POST AWARD CONFERENCE

F.3 TERMINATION

G. CONTRACT ADMINISTRATION DATA

G.1 PAYMENT

G.2 PLACEMENT OF ORDERS FOR ABOVE STANDARD SERVICES

G.3 PAYMENT INFORMATION

G.4 SUBMISSION OF INVOICES

G.5 SUSPENSION OF WORK

G.6 COPIES OF THE CONTRACTOR'S PAYROLLS

H. SPECIAL CONTRACT REQUIREMENTS

H.1 GSAR 552.237-70 QUALIFICATION OF OFFERORS (MAY 1989)

H.2 GSAR 552.237-71 QUALIFICATION OF EMPLOYEES (MAY 1989)

H.3 PERSONNEL SECURITY REQUIREMENTS

H.3.1 Security Requirements & Identity Verification Procedures (Non-Classified Contract) H.3.2 Suitability Determinations H.3.3 Compliance with Security Requirements H.3.4 Identification Credential H.3.5 Escort Requirements

H.4 STANDARDS OF CONDUCT

H.5 REMOVAL FROM CONTRACT WORK

H.6 SENSITIVE BUT UNCLASSIFIED (SBU) BUILDING INFORMATION

H.7 RECORDING PRESENCE

H.8 GOVERNMENT FORMS

H.9 OTHER CONTRACTORS

H.10 ORDINANCES, TAXES, PERMITS, AND LICENSES

H.11 DISCREPANCY IN THE SPECIFICATIONS

H.12 AFFIRMATIVE PROCUREMENT PROGRAM (APP)

H.12.1 Standards H.12.2 Reporting H.12.3 Recycle Content Certification

H.13 ASBESTOS AWARENESS TRAINING

H.14 UNIFORMS

H.15 PERSONNEL QUALIFICATIONS

H.15.1 Personnel Training H.15.1.1 Re-Tuning Training:

H.15.2 Qualification of Project Manager and Onsite Supervisory Personnel H.15.2.1 Qualifications of Project Manager H.15.2.2 Qualifications of Onsite Supervisor H.15.3 Qualifications of Technicians H.15.3.1 General Requirements H.15.3.2 Qualification of Fire Alarm System Technicians H.15.3.3 Qualifications of Sprinkler System Technicians H.15.3.4 Qualification of Water-Based Fire Suppression System Technicians H.15.3.5 Qualifications of Dry/Wet Chemical Extinguishing System Technicians H.15.3.6 Qualifications of Clean Agent Fire Extinguisher System Technicians H.15.3.7 Qualifications of Halogenated Extinguishing System Technicians H.15.3.8 Qualifications of Carbon Dioxide Extinguishing System Technicians H.15.3.9 Qualifications of Ventilation System Fire Extinguishing System Technicians H.15.3.10 Qualifications of Smoke Control Technicians H.15.3.11 Qualifications of Fire & Smoke Damper Technicians H.15.3.12 Qualifications of Fire-rated and Smoke Door Assemblies Technicians H.15.3.13 Qualifications of Portable Fire Extinguisher Technicians H.15.3.14 Qualifications of Emergency and Standby Power System Technicians H.15.3.15 Qualifications of Emergency Lighting Equipment and Exit Signage Technicians H.15.3.16 Qualifications of HVAC Technicians H.15.3.17 Qualifications of AMS, BAS Technicians H.15.3.18 Qualifications of Electrical Technicians H.15.3.19 Qualifications of Elevator/VTE Technicians H.15.3.20 Qualifications of Service Request and Administrative Support Personnel H.15.4 Submission of Resumes for New Employees H.15.5 State Licensing H.15.6 Compliance with Federal, State, and Local Codes

H.16 GOVERNMENT FURNISHED MATERIALS

H.16.1 Requirements for Network Connection H.16.2 Government Furnished Equipment H.16.3 Documentation Related to Building Monitoring and Control Systems (BMC)

H.17 CONTRACTOR FURNISHED MATERIALS

H.18 ADDITIONAL SERVICES INDEFINITE QUANTITY PROVISIONS

H.18.1 General H.18.2 Price Proposal for Additional Services Work H.18.3 Pricing H.18.4 Parts and Materials H.18.5 Labor H.18.6 Subcontracts H.18.7 Cost Documentation H.18.8 Competitive Bids H.18.9 Methods of Ordering and Invoicing

H.19 AWARD FEE

RESERVED

H.20 STRIKE CONTINGENCY PLAN (SCP)

H.21 OCCUPANCY EMERGENCY PLAN (OEP)

H.22 CONTRACTOR PANDEMIC PLAN

I. CONTRACT CLAUSES

I.1 Clauses Incorporated by Reference

I.2 Clauses Incorporated by Full Text or Addendums 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders—Commercial Items

J. EXHIBITS

J.1 Quality Assurance Surveillance Plan (QASP)

J.2 Contract Deliverables Reference

J.3 Green Purchasing Report

J.4 Bio-Based Purchase Report

J.5 Environmentally Sustainable Product Attributes

J.6 Building Information Sheet

J.7 Monthly Report Template

J.8 Building Operating Plan Template

J.9 Smart Building

J.10 Water Treatment

J.11 Qualifications of Electrical Testing Technicians (ETT)

J.12 Inventory/CMMS

J.13 Preventative Maintenance Schedule (GSA PM Guide 2012)

J.14 Procedures for Lost and Found Items

K. REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

L. INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS/OFFERORS

L.1 CONTRACT TERMS AND CONDITIONS

L.2.2 VOLUME I – GENERAL COMPANY INFORMATION

L.2.3 VOLUME II – PRICE QUOTATION/OFFER

L.2.4 VOLUME III – TECHNICAL OFFER/CAPABILITY

L.2.5 VOLUME IV – PAST PERFORMANCE

L.2 Freedom of Information Act (FOIA)

L.3 Site Visit

M. EVALUATION FACTORS FOR AWARD

M.1. Evaluation Factors

M.2 Standard for Evaluation

Definition of Similar Work. Operations and Mechanical maintenance and related services in a single multi-tenant building consisting of commercial office, executive and public meeting spaces with a gross square footage of 500,000 square feet or more and a minimum of 10 stores

(a) Experience. The standard is met when the Offeror demonstrates that it has performed Similar Work in the 3 projects submitted within the past five (5) years with 2 of the 3 submitted contracts having a square footage of 500,000 SF or more and a minimum of 10 stories within the past 5 years

(b) Past Performance. The Standard is met when the Offeror receives an acceptable rating from each client reference

(c) Management & Staffing Approach. The standard is met when the Offeror provides a chart showing complete organizational hierarchy and proposed staffing considerations for the project that will address all the requirements of the contact

M.3 Additional Evaluation Considerations M.2.1 Unrealistically Low Prices or Unrealistically High Prices M.2.2 Unbalanced Pricing M.2.3 Contract Extension M.2.4 Cost/Price Realism M.2.5 Cost/Price Reasonableness M.2.6 Cost/Price Completeness

A. SOLICITATION/CONTRACT FORMS

B. SERVICES, ORDERING AND PRICES

B.1 DESCRIPTION OF SERVICES

This is a Performance Based Statement of Work (PBSOW). The Contractor shall provide management, supervision, labor, materials, equipment, and supplies and is responsible for the efficient, effective, eco-nomical, and satisfactory operation, scheduled and unscheduled maintenance, and repair of equipment and systems located within the property line of the buildings listed in Section C.1.

OPTION PERIODS Offerors are cautioned that any offer may be rejected as non-responsive if it is mate-rially unbalanced as to prices for the options and the initial contract period. An offer is unbalanced when it is based on prices which are significantly less than cost for some work and prices which are significant-ly overstated for other work.

B.2 PERFORMANCE PERIOD & LIMITATION OF GOVERNMENT OBLIGATION (LoGO)

All performance periods shall be funded incrementally and be no longer than twelve (12) months. Only the first month of each line item will be obligated; the remaining 11 months of each line item shall be subject to the Limitation of Government Obligation clause (LOGO and be funded in one-month increments.

B.3 SERVICE CONTRACT ACT ASSUMPTIONS

Offerors shall price the contract by assuming the minimum hourly wages and fringe benefits established by the Administrator, Wage and Hour Division, U.S. Department of Labor, for the initial period of performance, will apply to the entire performance period of the contract. The minimum wage rates and fringe benefits applicable to the initial period of performance are outlined in the incorporated wage determination.

Contract price(s) will be adjusted upward or downward effective on each anniversary date of the contract in accordance with the clause contained in Part II, Section I, FAR 52.222-43, FAIR LABOR

STANDARDS ACT AND SERVICE CONTRACT ACT - PRICE ADJUSTMENT (MULTIPLE YEAR

AND OPTION CONTRACTS) (MAY 1989), with the incorporation of an updated wage determination.

B.4 ORDERING LIMITATIONS

The annual maximum ordering limitation for Additional Services and Reimbursable Repairs is $1,000,000.

The limitation per order for Additional Services and Reimbursable Repairs is $150,000.

The price of the Basic Services of this contract serves in place of an annual minimum ordering limitation.

B.5 EQUIPMENT INVENTORIES AND AUTOMATIC PRICE ADJUSTMENTS

Existing Equipment No equipment inventories are being presented with this solicitation. The Government cannot guarantee the validity or completeness of the existing NCMMS equipment inventories. Offers are cautioned to use other means and/or a site visit to determine their offer; errors in assessment of the facility by the Contractor when developing the Contractor's offer are the responsibility of the Contractor and shall not result in price adjustment.

Equipment Inventory Changes The Government frequently removes and replaces equipment in most buildings, as well as adds new systems designed to lower operational costs and reduce energy and water consumption. This may add, or detract, from the Contractor’s overall workload.

If additional equipment is added to the any of the buildings and systems covered by this contract in Section C.1.1, and the additional equipment requires additional operation, preventive (sched-uled) maintenance, or repairs during the period of performance of the contract (from the time the offer is received, and includes option periods), the Contractor shall include the new equipment within their scope of operations as soon as the equipment has been turned over to the GSA Prop-erty Management team.

In the event such additional equipment is covered by the contract, is not an ASME elevator sys-tem, and requires additional compensation to maintain and operate, it is the Contractor’s respon-sibility to request equitable adjustment of the contract price from the Contracting Officer per the steps outlined below. Failure to request equitable adjustment does not relieve the Contractor of being responsible for the operation, maintenance, and repair of the new equipment installed dur-ing the contract period. In the event the new equipment reduces maintenance tasks or operational requirements, and the Government funds the equipment changes, the Government may request a reduction in the contract price accordingly.

The price adjustment shall only reflect changes in the Contractor’s preventative maintenance re-sponsibilities; there is no allowance for predicting the need for future repairs on new equipment, or operational requirements, and therefore no price adjustment for operations and repairs is al-lowed. The bare material cost of the equipment is used to cover these requirements.

The request for equitable adjustment shall be made from the Operational requirements of this contract and the "Preventive Maintenance" section of R.S. Means Facilities Maintenance & Repair Cost Data, as follows:

(1) For each item added or deleted, multiply the annualized man-hours standard for the most comparable item in the book by the appropriate hourly rates in the Price Schedule.

(2) To the value determined in (1) above, add the annualized material bare cost for the same item in the book.

(3) This process should be conducted for each item of equipment added or deleted.

Deletions shall be treated as negative numbers.

(4) The summation of item values determined by steps (1) through (3) above shall produce the total change in contract price. This may be positive or negative.

In the event equipment is added for which there is a comparable or actual component in R.S.

Means, and no preventative maintenance listed by R.S. Means, and preventative maintenance is required by the Government the Contractor shall use their own annualized man-hour estimate.

Cumulative Adjustment If cumulative price changes exceed +10%, or -10%, of the base price of the contract, this process shall no longer be used. The contract shall be subject to a negotiated equitable adjustment. If R.S. Means Facilities Maintenance and Repair Cost Data does not include certain items, changes in inventory quantities of these items shall be subject to a negotiated equitable adjustment. Re-quests for contract adjustment made by the Contractor, due to new equipment installation, must be accompanied by the following information:

a.) Each item of new equipment listed for price adjustment shall be accompanied by each item of existing equipment being replaced (if applicable) as well as the associated maintenance costs of the existing equipment.

B.6 PRICE ADJUSTMENT FOR EQUIPMENT UPGRADES

If the Government funds upgrades to Controls or equipment, the contract price is subject to a negotiated price reduction to reflect the decrease in operations and maintenance costs reasonably expected from the improvements.

B.7 PRICE SCHEDULE

This price schedule includes main building line item costs along with a separate section for specific costs relating to pay rates and other services. The line items below shall specify the total cost for all labor, materi-als, equipment, tools, supervision, management support, licenses, permits and any required fees to accomplish the relevant tasks in accordance with the specification. All proposed prices should be for the unit indicated.

The Base Year of the contract shall be for 12 months from effective date of the contract; the option years shall also be a total of 12 months each. The total contract shall be for five years (1 year base, four one-year op-tions).

The costs listed below shall specify the total cost for all labor, materials, equipment, tools, supervision, management support, licenses, permits and any required fees to accomplish the relevant tasks in accordance with the specification. All proposed prices should be for the unit indicated and shall include the costs for electrical testing (note 3) and miscellaneous work hours (note 4).

BASE YEAR 1st OPTION 2nd OPTION 3rd OPTION 4th OPTION 2019-2019 2020-2020 2021-2021 2022-2022 2023-2023

CLIN: (0010) (1010) (2010) (3010) (4010)

O&M Services:

Phillip Burton FB

CA0154ZZ

Standard Coefficient

1. The Standard Coefficient is the markup (percent of cost) to be applied to the total cost of the O&M services in the base and option years of the contract, and may be applied to the final cost of projects classified as Additional Services work. The standard coefficient is not to be applied work being classified as a repair.

(per Section C.40.4).

BASE YEAR 1st OPTION 2nd OPTION 3rd OPTION 4th OPTION 2019-2019 2020-2020 2021-2021 2022-2022 2023-2023 Monthly total, All Buildings:

BASE YEAR 1st OPTION 2nd OPTION 3rd OPTION 4th OPTION

2019-2019 2020-2020 2021-2021 2022-2022 2023-2023 Annual total, All Buildings:

CLIN 0001

Startup costs: (2)

2. Startup costs may only apply to the base year of the contract and shall be a separate, lump sum cost payable during the first month of the contract.

COST BREAKDOWNS:

The following costs are to be included within the costs listed above:

ELECTRICAL SWITCH GEAR TESTING (3) (every 36 months, including Servicing Utility Fees, temporary generators, and other associated costs):

Phillip Burton FB CA0154ZZ

January 2020 Phillip Burton FB CA0154ZZ

January 2023

3. Electrical Testing is to be included within the firm fixed price of the contract. Electrical Testing is to be done per the PM Guide and NETA specifications; however the frequency of switchgear testing is to be done every three years in-cluding infrared scanning prior to testing and after testing. Building infrared scanning to be performed Annually on equipment requiring the scanning per the 2012 PM Guides. Testing should be verified during the start-up phase;

testing was last performed as follows: January 2017 at Phillip Burton FB CA0154ZZ

C.35.10 MISCELLANEOUS WORK HOURS (Monthly, all buildings)

BASE OPTION 1 OPTION 2 OPTION 3 OPTION 4

40 40 40 40 40

ENGINEER/TECHNICIAN HOURLY RATES:

Hourly rates listed below are proposed only once. These rates may, in the event of wage determination rate increases, be escalated in accordance with FAR 52-222.44. Overtime hourly rates shall be applied for work required to be performed after the Normal Working Hours of the buildings, but which is scheduled in advance. Work performed after Normal Working Hours, solely for the convenience of the Contractor, shall be paid for at the straight time rate. Emergency callback hourly rates shall be applied when a technician must be called in outside of Normal Working Hours, without advance scheduling, unless the callback was due to negligence or poor maintenance practices on the part of the contractor.

Straight time Overtime Emergency Callback Engineer, Stationary:

Engineer, Utility:

HVAC Technician:

General Mechanic :

H.18 ADDITIONAL SERVICES HOURLY RATES

These items are indefinite quantity (IQ) line items. These rates only apply to work which is outside the scope of work, and covered by Section H.18 (Additional Services).

Straight time Overtime Engineer, Stationary

Engineer,Utility:

HVAC Technician

General Mechanic :

C. DESCRIPTION/SPECIFICATION/STATEMENT OF WORK

Introduction This is a Performance Based Service Contract and the success of the Contract depends on the satisfaction of the requirements, but also the satisfaction of our shared customer, the tenants of Federal buildings.

Rather than a mere list of activities, this is a written expression of the GSA’s expectation of the service to be performed by the Contractor. A higher level of effective communication between the Government and Contractor is desired to ensure the success of the performance based service contract.

More emphasis is placed on the Contractor’s self-management of quality, not the usual external inspection by Government Inspectors, although that is a part of this Contract as well. Where possible, all parties should act proactively to reduce service cost, while retaining the quality of services to the tenants and the

GSA.

The Contractor, through innovation, technology, or other means, shall perform the required maintenance and repairs of these facilities by following our Guiding Principles for Sustainable Existing Buildings:

I. Government – Contractor Partnership and the Firm Fixed Price Contract

a. The goal of this contract is to achieve an effective partnership between the Government and the Contractor. The purpose of partnering is to adopt procedures wherein the Contract and Government work together in achieving Contract objectives. Partnering involves the development of a cooperative management team that seeks to identify compatible interests, and common goals and objectives.

b. This is a fixed-price Contract, and while working with the Government in obtaining the goals outlined below, the Contractor should be motivated to find improved methods of performance and efficiency in order to increase its profits without increasing the cost of the contract. An effective partnership should result in a “mutual win” situation.

II. Employ Integrated Assessment, Operation and Management Principles

a. In conjunction with the Contract Officer (CO) and Contracting Officer’s Representatives(s) or designee, the Contractor shall establish operational performance goals for energy, water, and material use, recycling, and indoor environmental quality, and ensure incorporation of these goals throughout the lifecycle of this Contract. It is expected that the Contractor, while partnering with the Government in obtaining these goals, will be motivated both by increased profits through greater efficiency, but also by playing a role in helping to protect and preserve the natural resources of the United States.

III. Optimize Energy Performance

a. Ensure that operating decisions are carried out with regard to sustainable operations whenever possible. GSA is in the process of optimizing energy performance through many means and processes. The Contractor shall operate all equipment to optimize efficiency and reduce energy use. The Contractor shall seek to reduce operating costs wherever possible.

b. Be aware that the building(s) and management involved with this Contract may be in the process of establishing processes, instituting plans, and operational procedures to meet energy efficiency goals either through receiving an ENERGY STAR rating, Smart Building/ Building Link technology, or comparable programs. The Contractor will play an integral part of obtaining these goals and should be aware of the programs and processes.

IV. Protect and Conserve Water

a. Protect and conserve water where possible inside and outside. Metering systems may be already installed or will be installed in government buildings to aid in reducing consumption. Where available, use EPA’s Water Sense-labeled products or other water conserving products.

V. Enhance Indoor Environmental Quality

a. The Contractor should make every attempt to use products that have low pollutant emissions (i.e., low-VOC adhesives, sealants, and solvents), or environmentally sustainable products that have a lesser or reduced effect on human health and the environment. See the Green Products Compilation.

b. Meet ASHRAE standards as noted throughout the SOW for thermal comfort and indoor air quality

VI. Reduce Environmental Impact of Materials

a. Use products and materials that meet or exceed the EPA’s recycled content recommendations for building maintenance. For other products such as ceiling tiles, use materials with recycled content. For more information, see EPA’s Comprehensive Procurement Guideline website.

b. Where possible, use materials with the highest bio-based content level available per USDA’s office building bio-based material content recommendations.

c. Use Provide salvage, reuse and recycling services for waste generated from building operations, maintenance, and repair and discarded equipment.

d. Eliminate the use of ozone depleting compounds where alternative environmentally sustainable products are available consistent with the Clean Air Act.

C.1 SCOPE OF WORK

The Contractor shall provide management, supervision, labor, materials, equipment, and supplies and is responsible for the efficient, effective, economical, and satisfactory operation, scheduled and unscheduled maintenance, and repair of the equipment and components of the systems listed in C.1.1 located within the property line of the building(s): Phillip Burton Federal Building CA0154ZZ.

C.1.1 System Requirements

a. Electrical systems and equipment.

b. Mechanical, plumbing, and heating, ventilation, exhaust systems and air conditioning

(HVAC) systems and equipment.

c. Fire protection and life safety systems and equipment throughout the building(s), to include all kitchen and cafeteria space fire protection systems.

d. All Control systems that are within the scope of this Contract to include all Building

Automation Systems (BAS), and/or specific HVAC Control systems (BAS and Computerized software maintenance is excluded.

e. Architectural and Structural Systems, including fixtures and equipment within the site, Oiling Teak Benches, Security queing stanchion set up and take down daily, Bollards, and Fire Hose connection polishing.

f. Lighting Systems and associated computer control equipment (if applicable)

g. Service Desk operations per Section C.8.4

h. Public Address System

i. Equipment inventory system (if applicable)

j. Landscaping Irrigation systems underground piping.

k. Window cleaning system equipment (wall glider, tracks, davits, pedestals and associated equipment)

l. Parking Control Equipment

m. Loading Dock equipment (dock levelers and dock bumpers)

n. Material Handling Equipment including Forklift, and Scissors Lift.

o. Roll-up and sliding garage doors and exterior fencing

p. U.S. flag pole, lighting and pulley system

q. Kitchen/concessions area, to include the drains and grease traps, and exhaust hood system

r. Co-Generation plant

C.1.2 Additional Requirements The Contractor shall:

a. Be responsible to make the management and operational decisions to meet the quality standards required under this contract.

b. Use innovation, technology and other means and methods to develop and perform the most efficient services for the building. Implement an effective Quality Control Plan (QCP).

c. Implement an effective service call system, as specified under the Special Requirements section of this contract that results in prompt, professional, and courteous resolution of tenant and Field Office concerns.

d. Keep the Contracting Officer (CO) or designee informed of current status of the work being performed in accordance with the specific provisions of this contract, provide work schedules, provide a major equipment and critical system break down or impairment form, and provide other pertinent information needed by the CO or designee as needed.

e. Reduce the environmental impact(s) of work performed under this contract by using, to the maximum extent, environmentally sound practices, processes, and products.

f. Ensure that their employees are properly licensed and/or certified to operate necessary building systems or equipment for which licensed and/or certified personnel are required by federal, state or local law, codes or ordinances (H.15. Personnel Qualifications).

g. Provide a Building Engineer Qualification Program that provides documentation of training of the engineers that is necessary to properly operate all systems as designed. This program shall also provide documentation that their employees are completing training in the core competences and participating in continual educational training according to the Federal Building Personnel Training Act. The Contractor shall also provide any necessary training to their employees that will stress environmental stewardship in maintenance practices i.e., the proper use, disposal, recycling of chemicals, dispensing equipment and packaging. In accordance with the specific provisions of this contract

h. Federal Requirements: The Contractor shall comply with all applicable Federal, state and local laws, regulations and codes, including any supplements or revisions. The Contractor shall obtain all applicable licenses training, and permits. If a change in law or regulation requires the Contractor to implement an action that will result in an increase or decrease in Contract price, the Contractor shall implement the required action and within 30 calendar days submit to the CO or their designee a price proposal for such change. If the CO or their designee determines an equitable adjustment is substantiated a modification to the Contract will be issued.

C.1.3 Excluded Systems:

The following systems are excluded from this scope of work:

a. Security systems (does not include mechanical components of the door ,closers, keepers, hinges, etc, unless these are security-related components specifically required by a tenant agency)

b. Telecommunication systems.

c. Equipment owned and operated by tenant agencies.

d. Furnishings (not installed as fixtures).

e. Paper, soap, and hand-sanitizer dispensing equipment in restrooms (except installation).

f. Kitchen appliances and equipment (but general plumbing equipment up to the faucets, ductwork above the ceiling, exhaust fans, and any fire suppression or fire alarm equipment are included in the scope)

g. Equipment owned by servicing public utilities.

h. Upgrade of software or software licenses (to include building automation systems (BAS) and

CMMS).

i. Fitness center equipment.

j. Landscaping systems above ground components

k. Additional services as needed by various agencies

l. Elevator Equipment, including locks, keycard systems, and control system maintenance.

m. Miscellaneous vertical transportation systems (non ASME-certified courtroom wheel chair lifts) n.

C.2 DEFINITIONS

Acceptance “Acceptance” means an authorized representative of the Government has inspected and agreed that the work meets all requirements of this contract, to include documentation requirements.

Additional Services “Additional services” are services that the Contractor will provide at an additional cost to the Govern-ment, to include all labor, supervision, supplies and materials specifically identified as being outside the provisions of the basic services and included in the offeror’s overall pricing. The CO or their designee will issue a separate delivery order before work may proceed.

Advanced Meters Advanced meters are those that have the capability to measure and record interval data (at least hourly for electricity), and communicate the data to a remote location in a format that can be easily integrated into an advanced metering system.

Advanced Metering Systems A system that collects time-differentiated energy usage data from advanced meters via a network system on either an on-request or defined schedule basis. The system is capable of providing usage information on at least a daily basis and can support desired features and functionality related to energy use manage-ment, procurement, and operations, U.S. Department of Energy, EERE: Guidance for Electric Metering in Federal Buildings, (February 3, 2006).

Approval “Approval” means the Government has reviewed submittals, deliverables, and administrative documents (e.g., insurance certificates, installation schedules, planned utility interruptions, etc.) and has determined the documents conform to contract requirements.

Architectural and Structural “Architectural and Structural” systems customarily included in R.S. Means Facility Construction Cost Data Divisions 3,4,5,6,7,8,9, and 10, to include all building structure, envelope, building improvements and finishes, and site improvements (e.g., paving, curbs, gutters, walkways, exterior lighting, fences and/or gates, etc.), to the property line, unless specifically listed as being excluded in Section C.1 of this contract.

Basic Services The Basic Services of the contract consist of the recurring contract requirements for which the Contractor is paid as a base price, i.e., the requirements established by the contract statement of work and related general and administrative requirements that do not contain provisions for separate reimbursement. Indef-inite Quantity requirements (Additional Services and Reimbursable Repairs) are requirements outside of Basic Services, for which payment is made on a case-by-case basis.

Building Automation System (BAS) The “Building Automation System” is a system controlling and monitoring building HVAC, and possibly other systems, to include all device, field, and global controllers, instrumentation, networking infrastruc-ture, computers and peripherals, software, programming, database files, and licenses.

Building Operating Plan The “Building Operating Plan” is a mandatory plan that the Contractor prepares for Government approval that describes the Contractor’s program for operating and maintaining the building, to include both nor-mal circumstances and contingencies.

Commissioning A practice used to optimize and verify performance of fundamental building systems.

Commissioning (Ongoing) The practice of optimizing system performance by continuing to fine-tune equipment so will result in actively preventing problems for the lifetime of the building. GSA’s Ongoing Commissioning efforts will focus on maintaining the facility in the optimized state resulting from TBC and Re/Retro Commissioning efforts. GSA will achieve this through its relationship with its service providers (Operations and Mainte-nance/Custodial/Repair and Alterations/IT/Utilities) and the use of technology (networked sys-tems/Advanced Meters/Smart Buildings).

Computerized Maintenance Management System (CMMS) A “computerized maintenance management system” is a database and application software package that automates the O&M and repairs record keeping requirements. A CMMS is designed to enhance efficiency and effectiveness of maintenance activities. Typical features include planning, scheduling and monitoring of work orders and maintenance needs.

The National CMMS (N-CMMS) is a central repository (Database) for all maintainable GSA Assets. The N-CMMS provides a mandatory, Agency-Wide means and method for processing and reporting all maintenance work done for GSA regardless of Region or Contractor.

Consumable Parts “Consumable Parts” or components are materials, parts or components that customarily require regular replacement rather than repair in a maintenance program and shall be disposed of properly. Examples in-clude, but are not limited to: oil, grease, belts, filters, ballasts, lamps, etc.

This includes diesel fuel used during operation of a generator for any scheduled maintenance, i.e. monthly exercising the generator, switchgear testing, emergency power system, etc. Operation of a generator to provide utilities due to an unexpected or unplanned loss of normal electrical power would be treated as a reimbursable expense. If the operation of the generator is caused by Contractor negligence, the Contrac-tor shall be liable for the full cost of refueling, any other provisions notwithstanding

Contracting Officer (CO) Contracting Officer (CO) has the overall responsibility for the administration of this contract. The CO alone, without delegation, is authorized to take actions on behalf of the Government to amend, modify or deviate from the contract terms, conditions, requirements, specifications, details and/or delivery sched-ules. However, the CO may delegate certain other responsibilities to authorized Government representa-tives.

Contracting Officer's Representative (COR) or Designee Contracting Officer's Representatives (COR) or their designee shall be appointed by letter from the CO.

CORs or designees will be the primary Government representatives for the administration of Contract, shall have proper training and experience in inspecting contracts, but will not have the authority to modify the contract.

Contractor “Contractor” as used in this document refers to the company or firm awarded this contract.

Contractor’s Other Than Normal Working/Duty Hours Hours other than those identified as Normal Working Hours.

Controls and Control System A “control system” is any low-voltage control, communication and monitoring system, including but not limited to stand alone devices, field and global controllers; instrumentation; networking infrastructure;

computers and peripherals; software; programming; database files; and licenses. Examples are the BAS, Advance Metering System (AMS), and lighting control systems. Fire protection systems and security systems are excluded from this definition for purposes of this contract and are defined separately. Gate-way devices and mapping software and files for data interchange between a control system and a fire pro-tection or security system are considered part of the control system.

Conveying Equipment All building and site systems of the types generally included in Divisions 14 and 41 in R.S. Means Facili-ties Construction Cost Data, with the exception of any equipment covered by the Vertical Transportation Equipment portion of this contract (if applicable).

Defective Service A unit of service that does not conform with specified contract requirements.

Electrical All building and site systems of the types generally included in Division 26, 28.31, 28.33, 33.71, in R.S.

Means Facilities Construction Cost Data, with the exception of Control Systems, Telecommunication Systems, Security Systems, and equipment owned by a servicing public utility.

Emergency The term “Emergency” involves serious and immediate threats to people or property resulting from both external and internal events, to include bombings and bomb threats, shootings, civil disturbances, fires, explosions, electrical failure, loss of water pressure, building flooding, sanitary and sewer line stoppage, chemical and gas leaks, medical emergencies, hurricanes, tornadoes, floods, and earthquakes. The term does not apply to civil defense matters such as potential or actual violent actions from foreign invaders.

Emergency Callback An “emergency callback” is a service request or other request for service placed outside of normal work-ing hours and of such a nature that response cannot wait for the resumption of the next day’s normal working hours.

Environmentally Sustainable Products or services that have a lesser or reduced effect upon human health and the environment when compared with competing products or services that serve the same purpose. This comparison may con-sider raw materials acquisition, production, manufacturing, products and chemicals, packaging, distribu-tion, reuse, operation, maintenance, or disposal of the product or service. Attributes of environmentally sustainable products include those that are energy efficient, water-efficient, biodegradable, environmen-tally preferable, non-ozone depleting, contain recycle content, non or less toxic, EPA-designated and bio-based.

Existing Deficiency List Report The “existing deficiency list report” or “existing deficiency list” is a list of deficiencies that may exist in the equipment and systems covered by this performance work statement, as well as the Contractor's item-ized price (including, but not limited to, labor, materials, overhead, and profit) for correcting each defi-ciency.

Exterior This includes entrances; landings; steps; sidewalks; parking areas; arcades; courts; planters; lawns; irriga-tion systems; fountains; security bollards; gates; fences; flagpoles; building-mounted, pole, and ground lighting; etc. located adjacent to the facility extending to the legal property line.

Federal Holidays “Federal holidays” for the purposes of this contract are New Year’s Day, Martin Luther King Day, Presi-dent’s Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans’ Day, Thanksgiving Day, and Christmas Day. When Federal holidays fall on weekends, a weekday is typically designated as the holiday. Holidays that fall on Saturday are observed on the previous Friday and holidays that fall on a Sunday are observed on the following Monday. Veterans’ Day is always on the 11th of November and Thanksgiving is always the 3rd Thursday of November.

Federal Executive Holidays, Unanticipated Unanticipated holidays declared by the president will count as Federal holidays. As long as the Contrac-tor pays employees as if it were an anticipated Federal holiday, the Contractor will be paid for the unan-ticipated holiday as if it were a normal Federal Holiday.

Fire Protection and Life Safety Systems “Fire protection and life safety systems “ are systems and equipment installed in the building to (1) detect fire and products of combustion, (2) notify building occupants and emergency responders, (3) initiate smoke control systems (4) initiate fire suppression systems, (5) control or suppress fires and (6) facilitate or enhance emergency egress. These systems also may communicate with other major building systems for fire and smoke control, elevator recall, and utilities control. Life safety systems and equipment in-cludes emergency lighting, exit signage, special egress door locking arrangements, and exit stair mark-ings.

Force Majure Natural or man-made serious disasters or other natural phenomenon of an exceptional, inevitable, and irresistible character that are not related to fluctuations of normal weather patterns, the effects of which could not have been prevented or avoided by the exercise of due care or foresight. Heavy rains alone do not constitute force majure, although extensive and unusual flooding may; in general, only events involv-ing serious civil disturbances or those for which a National Disaster is declared by the President of the United States qualify as force majure.

Furnishings All equipment of the types generally included in Division 11, 12, and 13 in R.S. Means Facilities Con-struction Cost Data, with the exception of equipment that is either separately listed in Section C.1 ( e.g.

Dock Levelers), is a fixture, or is covered in the Public Buildings Service Operation and Maintenance Standards (e.g. water supply equipment, hydraulic valves)

Guiding Principles for Sustainable Existing Buildings A practice of using processes that is environmentally responsible and resource-efficient throughout a building's life-cycle. The goal is to minimize and offset consumption of energy, water, and other re-sources and to eliminate all waste and pollution in building operations and activities. The result is to re-duce the environmental impact of the Federal government, which will expand and complement the build-ing design economy, utility, durability, and comfort. The common objective is to reduce the overall im-pact of the building environment on human health and the natural environment by:

a. Improving energy efficiency and reductions in greenhouse gas emissions.

b. Reducing water consumption intensity.

c. Acquiring green products and services.

d. Implementing pollution prevention measure, including reduction or elimination of the use of toxic and hazardous chemicals and materials.

e. Implementing cost-effective waste prevention and recycling programs.

f. Increasing diversion of solid waste.

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