47PM0925R0004 SB Set Aside Nat Elevator IDIQ RFP 2025 01 07.pdf

THE AGREEMENT AND ALL

ATTACHMENTS TO THE

AGREEMENT

National Elevator Modernization Contract Indefinite Delivery Indefinite Quantity (MA/IDIQ) Multiple Award for

GSA All Regions (orders under $1Million)

Table of Contents Section A, Standard Form 1442 Section B, Supplies or Services and Prices/Costs

B.1 BACKGROUND

B.2 MINIMUM GUARANTEE AND MAXIMUM DOLLAR CEILING (MASTER

CONTRACT)

B.3 ON-RAMPING AND OFF-RAMPING

B.4 TASK ORDER CONTRACT TYPES

B.5 TASK ORDER LABOR

B.6 TASK ORDER PRICING

B.6.1 TASK ORDER PRICE REASONABLENESS

B.6.2 TASK ORDER PROPOSAL PRICING

B.7 CONTRACT LINE ITEM NUMBER (CLIN) SCHEDULE

B.8 NOT TO EXCEED (NTE) PRICING

Section C, Description/Statement of Work

C.0 ELEVATOR CONSTRUCTION AND MODERNIZATION GENERAL SCOPE

C.1 OBJECTIVES

C.2 SCOPE OF WORK

C.2.3 PROJECT DELIVERABLES

C.2.4 PROJECT MEETINGS

C.3 UNAUTHORIZED WORK AND COMMITMENTS

47PM0925R0004

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Section D, Packaging and Marking (RESERVED) Section E, Inspection and Acceptance

E.1 CLAUSES INCORPORATED BY REFERENCE

E.2 STANDARDS, CODES, AND TECHNICAL REGULATIONS

E.3 SUBMISSIONS

E.4 PERMITS/INSPECTIONS

Section F, Deliveries and Performance

F.1 PERIOD OF PERFORMANCE

F.2 PLACES OF PERFORMANCE

F.3 HOURS OF WORK

F.4 MATERIALS

F.5 PREMISE PROTECTION

F.6 WORKMANSHIP

F.7 USE OF BUILDING FACILITIES

F.8 FIRE HAZARDS AND LIFE SAFETY

F.9 CONTRACTOR EMPLOYEES

F.10 EXTRAS

F.11 INDEMNITY AND INSURANCE REQUIREMENTS

F.12 SECURITY AND SAFEGUARDS

F.13 ACCESSIBILITY

F.14 NATIONAL HISTORIC PRESERVATION ACT (NHPA)

F.15 ENVIRONMENTAL AND SUSTAINABILITY

F.16 TASK ORDER PROCEDURES

F.17 TASK ORDER PROJECT CLOSEOUT

F.19 REQUIREMENTS FOR GSA INFORMATION SYSTEMS

Section G, Contract Administration Data

G.1 AUTHORIZED REPRESENTATIVE

G.2 PAYMENTS

G.3 POST AWARD SMALL BUSINESS PROGRAM REREPRESENTATION

G.4 ADDITIONAL AWARDS

Section H, Special Contract Requirements

ON-RAMPING COMPETITION

Section I, Contract Clauses Section J, List of Documents, Exhibits, and Attachments

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Section K – Representations and Instructions Section L - Instructions to Offerors

L.1 Provisions L.2 Pre-Proposal Conference L.3 Questions Submission L.4 Proposal Submission L.5 Volume 1 Cover Page and Responsibility Forms L.6 Volume 2 Technical and Past Performance Submissions L.7 Volume 3 Pricing Submittal

Section M – Evaluation Criteria M.1 Provisions M.2 Source Selection Overview M.3 Basis for Award M.4 Qualification Assessments BEFORE Technical Acceptability M.5 Technical Acceptability M.6 Best Value: Trade Off Evaluation

(See ).

SOLICITATION, OFFER,

AND AWARD

(Construction, Alteration, or Repair) IMPORTANT - The "offer" section on the reverse must be fully completed by offeror.

9. FOR INFORMATION

CALL:

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid and "bidder".

SOLICITATION

1. SOLICITATION NUMBER

5. REQUISITION/PURCHASE REQUEST NUMBER

CODE

6. PROJECT NUMBER

8. ADDRESS OFFER TO

4. CONTRACT NUMBER

7. ISSUED BY

10. THE GOVERNMENT REQUIRES PERFORMANCE OF THE WORK DESCRIBED IN THESE DOCUMENTS (Title, identifying number, date)

11. The contractor shall begin performance within

12a. THE CONTRACTOR MUST FURNISH ANY REQUIRED PERFORMANCE AND PAYMENT BONDS?

(If "YES", indicate within how many calendar days after award in Item 12b.)

13. ADDITIONAL SOLICITATION REQUIREMENTS:

a. Sealed offers in original and

b. An offer guarantee

c. All offers are subject to the (1) work requirements, and (2) other provisions and clauses incorporated in the solicitation in full text or by reference.

d. Offers providing less than

STANDARD FORM 1442 (REV. 8/2014)

Prescribed by GSA - FAR (48 CFR) 53.236-1(d) calendar days for Government acceptance after the date offers are due will not be considered and will be rejected.

is, is not required.

local time containing offers shall be marked to show the offeror's name and address, the solicitation number, and the date and time offers are due.

(date). If this is a sealed bid solicitation, offers will be publicly opened at that time. Sealed envelopes copies to perform the work required are due at the place specified in Item 8 by (hour) award, YES NO notice to proceed. This performance period is mandatory negotiable.

calendar days and complete it within calendar days after receiving

a. NAME b. TELEPHONE NUMBER (Include area code) (NO COLLECT CALLS)

12b. CALENDAR DAYS

2. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

3. DATE ISSUED PAGE OF PAGES

17. The offeror agrees to perform the work required at the prices specified below in strict accordance with the terms of this solicitation, if this offer is accepted calendar days after the date offers are due. (Insert any number equal to or greater than the minimum requirement by the Government in writing within stated in Item 13d. Failure to insert any number means the offeror accepts the minimum in Item 13d.)

OFFER (Must be fully completed by offeror)

AMOUNTS

18. The offeror agrees to furnish any required performance and payment bonds.

19. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the solicitation -- give number and date of each)

AMENDMENT

NUMBER

DATE.

AWARD (To be completed by Government)

CONTRACTING OFFICER WILL COMPLETE ITEM 28 OR 29 AS APPLICABLE

14. NAME AND ADDRESS OF OFFEROR (Include ZIP Code)

CODE FACILITY CODE

15. TELEPHONE NUMBER (Include area code)

16. REMITTANCE ADDRESS (Include only if different than Item 14.)

20a. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER (Type or print)

21. ITEMS ACCEPTED:

22. AMOUNT

26. ADMINISTERED BY

30a. NAME AND TITLE OF CONTRACTOR OR PERSON AUTHORIZED TO SIGN (Type or print)

31c. DATE

STANDARD FORM 1442 (REV. 8/2014) BACK

31b. UNITED STATES OF AMERICA

BY

31a. NAME OF CONTRACTING OFFICER (Type or print)

29. AWARD (Contractor is not required to sign this document.) Your offer on this solicitation is hereby accepted as to the items listed. This award consummates the contract, which consists of (a) the Government solicitation and your offer, and (b) this contract award. No further contractual document is necessary.

30b. SIGNATURE 30c. DATE

28. NEGOTIATED AGREEMENT (Contractor is required to sign this document and return and deliver all items or perform all work requirements identified on this form and any continuation sheets for the consideration stated in this contract. The rights and obligations of the parties to this contract shall be governed by (a) this contract award, (b) the solicitation, and (c) the clauses, representations, certifications, and specifications incorporated by reference in or attached to this contract.

copies to issuing office.) Contractor agrees to furnish

24. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

23. ACCOUNTING AND APPROPRIATION DATA

ITEM 25. OTHER THAN FULL AND OPEN COMPETITION PURSUANT TO

27. PAYMENT WILL BE MADE BY

10 U.S.C. 2304(c) ( ) 41 U.S.C. 3304(a) ( )

20b. SIGNATURE 20c. OFFER DATE

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Section B, Supplies or Services and Prices/Costs

B.1 BACKGROUND

The National Elevator Modernization Indefinite Delivery/Indefinite Quantity (IDIQ) Solicitation and resultant Contract shall establish separate, individual, Multiple Award Indefinite Delivery/Indefinite Quantity (MA/IDIQ) Contracts for elevator construction and modernization task orders valued under $1Million as defined in Section C. (A separate set of IDIQs has been competed for task orders valued at $1 million and above.)

The General Services Administration (GSA) intends to award the IDIQ Contracts for a period which will include one (1) base year and four (4) one-year option periods, with a maximum aggregate dollar amount of $250 million over the life of the Contracts.

Small business designation is determined as defined by North American Industry Classification System (NAICS) Code 238290 - Other Building Equipment Contractors with the SBA defined size standard of $22 million.

It is the Government’s intention to award IDIQ Contracts that allow for competition in each of GSA’s 11 regions.

B.2 MINIMUM GUARANTEE AND MAXIMUM DOLLAR CEILING (MASTER CONTRACT)

B.2.1 The minimum guarantee for each Contract that does not obtain a task award during the ordering period of the Base Contract is $2,000.00. There is no minimum ordering limitation.

B.2.2 The TOTAL MAXIMUM ORDERING LIMITATION (MOL) defined as the sum of Contractor payment streams to all Contractors for the base and all optional periods associated with all Task Orders against this Master Contract shall not exceed $250,000,000.00.

B.2.3 There is a $10,000,000.00 annual limit for all orders in a performance period for each Contractor. The TASK ORDER LIMITATION (TOL) per Task Order is $1,000,000.00.

B.3 ON-RAMPING AND OFF-RAMPING

Consistent with Federal Acquisition Regulation (FAR) 16.504(c)(1)(ii)(A), GSA has determined that it is in the Government’s best interest that at all times during the term of the IDIQ Contract, there remain an adequate number of Contractors to compete for Task Orders.

The use of on-ramping and off-ramping is a discretionary unilateral authority of the Government.

B.3.1 Over time, the total number of contractors may fluctuate due to various reasons including industry consolidation, significant changes in the marketplace, advances in technology, general economic conditions, the Government's exercise of the off-ramp process, 7/85 or other reasons.

B.3.1.1 Recognizing this, every year or on an as-needed basis, GSA intends to conduct a review the total number of IDIQ Contractors and quality of those Contractors participating at the Task Order level, to include the review of the sole source requirements and fair opportunity requirements resulting in competitive one-bid responses, among other factors, to determine whether it would be in the Government’s best interest to initiate an Open Season to add new qualified Contractors to the Master Contract. No set schedule will be established as to when an Open Season will be considered or implemented, and there is no guarantee that an Open Season will be executed during the term of the Master Contract. This is a discretionary unilateral authority of the Government.

B.3.1.2 The basis of the competition during on-ramping may rely upon substantially the same methodology as in the original Solicitation. However, GSA reserves the right to update the evaluation criteria with consideration to market conditions, the utility of the criteria, and the specific needs being sought through the on-ramping event.

B.3.1.3 The initial IDIQ Contract awards will establish the periods of performance, expiration date, and Terms and Conditions; any additional Contracts awarded after the initial Contracts will have the same periods of performance, expiration date, and Terms and Conditions as the existing Contracts.

B.3.2 Off-ramping provides flexibility to remove Contractors that are no longer providing value because they are not actively competing for orders, no longer providing satisfactory services or performance, or for other reasons.

B.3.2.1 GSA reserves the unilateral right to off-ramp Contractors who are no longer needed to meet program objectives. Contractors may be off-ramped from new work even while continuing current work. Off-ramping methods may result from one of the following conditions:

A. GSA no longer having a requirement appropriate to the Contractor’s skills, talents, size, or socio-economic status B. Debarment, Suspension, or Ineligibility as defined in FAR Subpart 9.4 C. Termination as defined in FAR Part 49 D. Failure to meet other standards of performance, deliverables, or compliances E. Taking any other action which may be permitted under the Master Contract’s Terms and Conditions

B.4 TASK ORDER CONTRACT TYPES

The IDIQ allows for Fixed Price (all types) Contracts at the Task Order level but may allow for circumstances for Task Orders to use a Time-and-Materials (T&M) or Labor-Hour (LH) Contract Line Item Numbers (CLINs) for specific concerns and for Awardees with approved accounting systems.

When applicable to the requirement, Task Orders may include multi-year or option periods, 8/85 performance-based procedures, classified and/or unclassified, and commercial and/or non-commercial items.

B.5 TASK ORDER LABOR

B.5.1 CONSTRUCTION WAGE RATE REQUIREMENTS

Construction wage rate requirements shall be implemented in accordance with FAR subparts

22.4 and 22.5, General Services Acquisition Manual Regulation (GSAM/R) 522.5, and other regulatory supplements, as applicable at the Task Order solicitation level. The Task Order Contracting Officer (TOCO) shall identify such work in the Task Order solicitation and make a determination as to whether wage determinations are to be applied.

The Master Contract may not necessarily include a complete list of clauses or provisions applicable to the Task Order level requirements. The TOCO shall incorporate all the appropriate clauses and provisions in each Task Order solicitation and subsequent award when construction, alteration, and repairs are within the scope of the Master Contract and Task Order requirement. When applicable, the TOCO shall incorporate wage determinations subject to construction wage rate requirements in the Task Order award.

B.5.2 SERVICE CONTRACT LABOR STANDARDS

In certain cases, the Task Order scope may require work categorized under Service Contract Labor Standards. Service contract labor wage rate requirements shall be implemented in accordance with FAR subpart 22.10 and other applicable regulatory supplements. The TOCO shall identify such work in the Task Order solicitation and make a determination as to whether wage determinations are to be applied or not.

The Master Contract may not include a complete list of clauses or provisions applicable to the Task Order level requirements. The TOCO shall incorporate all the appropriate clauses and provisions in each Task Order solicitation and subsequent award when construction, alteration, and repairs are within the scope of the Master Contract and Task Order requirement. When applicable, the TOCO shall incorporate wage determinations subject to service contract labor wage rate requirements in the Task Order award.

B.6 TASK ORDER PRICING

B.6.1 TASK ORDER PRICE REASONABLENESS

Although there is Not to Exceed (NTE) labor/material item pricing on this IDIQ, the list is not comprehensive. This IDIQ provides the TOCO the flexibility and authority to determine fair and reasonable pricing tailored to the individual Task Order requirement, including the Task Order statement of work or objectives, risks, uncertainties, complexity, urgency, contract type, and competition. Accordingly, the IDIQ does not predetermine price reasonableness performed at the Task Order level.

B.6.2 TASK ORDER PROPOSAL PRICING

All Task Order pricing shall include all costs necessary to complete the Task Order statement of work in accordance with the Task Order solicitation and all of the Terms and Conditions in the Master Contract including but not limited to the cost of work performed by subcontractors and consultants, indirect costs, fees, expenses, taxes, and profit.

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B.6.2.1 Knowledge of Conditions Affecting Price. FAR 52.236-3, Site Investigations and Conditions Affecting the Work, is incorporated by reference in this Contract and is applicable to all Task Orders. The Task Order Contractor shall be presumed to have established all prices with knowledge of general and local conditions that may affect the cost of Task Order performance at the site where the work is to be performed, to the extent that such information is reasonably obtainable.

B.6.2.2 Unit Prices and Allowances. If any portion of Task Order work is to be performed on a unit price basis, the unit price shall include all costs of coordinating and incorporating the unit-priced portion of the work into the Task Order performance. The Contractor shall only be obligated to perform unit-priced work to the extent that an allowance has been established. The Contractor shall be obligated to perform such work in excess of a unit quantity for which an allowance is established only if directed by the Contracting Officer in writing. The Contractor shall be bound to the unit price or prices set forth herein in all equitable adjustments for changes including unit priced work, and no markups shall be applied to such unit prices.

B.6.2.3 The submittals for the Master Contract and/or Task Order awards will be used in determination of equitable adjustments. Such submittals shall be deemed to include all costs recoverable as components of an equitable adjustment consistent with the requirements, definitions, and exclusions applicable to equitable adjustments set forth in this Contract, and consistent with the Contractor's cost accounting practices.

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B.7 CONTRACT LINE ITEM NUMBER (CLIN) SCHEDULE

Item Supplies or Services QTY Unit Unit Price Amount

0001 Base Year - SB Natl Elevator Mod & Construction IDIQ - This Contract will be awarded at a guaranteed minimum of $2,000.00 for the base year only. This Contract hereby incorporates by reference the following: (1) RFP 47PM0925R0004; (2) Amendments (if any); and (3) Contractor's proposal. The scope of any Task Orders issued against this base contract will be in accordance with both Terms and Conditions on the Master Contract and the Terms and Conditions on any Task Order issued against this Master Contract.

Deliverable - PSC: Z2AA - Repair or Alteration of Office Buildings Contract Type: Firm Fixed Price PoP: 06/01/2025 - 05/31/2026

1 LS $2,000.00 $2,000.00

1001 Option Period 1 - SB Natl Elevator Mod & Construction IDIQ - This Contract will be awarded at a guaranteed minimum of $2,000.00 for the base year only. This Contract hereby incorporates by reference the following: (1) RFP 47PM0925R0004; (2) Amendments (if any); and (3) Contractor's proposal. The scope of any Task Orders issued against this base contract will be in accordance with both Terms and Conditions on the Master Contract and the Terms and Conditions on any Task Order issued against this Master Contract.

Deliverable - PSC: Z2AA - Repair or Alteration of Office Buildings Contract Type: Firm Fixed Price PoP: 06/01/2026 - 05/31/2027

1 LS $0.00 $0.00

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2001 Option Period 2 - SB Natl Elevator Mod & Construction IDIQ - This Contract will be awarded at a guaranteed minimum of $2,000.00 for the base year only. This Contract hereby incorporates by reference the following: (1) RFP 47PM0925R0004; (2) Amendments (if any); and (3) Contractor's proposal. The scope of any Task Orders issued against this base contract will be in accordance with both Terms and Conditions on the Master Contract and the Terms and Conditions on any Task Order issued against this Master Contract.

Deliverable - PSC: Z2AA - Repair or Alteration of Office Buildings Contract Type: Firm Fixed Price PoP: 06/01/2027 - 05/31/2028

1 LS $0.00 $0.00

3001 Option Period 3 - SB Natl Elevator Mod & Construction IDIQ - This Contract will be awarded at a guaranteed minimum of $2,000.00 for the base year only. This Contract hereby incorporates by reference the following: (1) RFP47PM0925R0004 ; (2) Amendments (if any); and (3) Contractor's proposal. The scope of any Task Orders issued against this base contract will be in accordance with both Terms and Conditions on the Master Contract and the Terms and Conditions on any Task Order issued against this Master Contract.

Deliverable - PSC: Z2AA - Repair or Alteration of Office Buildings Contract Type: Firm Fixed Price PoP: 06/01/2028 - 05/31/2029

1 LS $0.00 $0.00

4001 Option Period 4 - SB Natl Elevator Mod & Construction IDIQ - This Contract will be awarded at a guaranteed minimum of $2,000.00 for the base year only. This Contract hereby incorporates by reference the following: (1) RFP 47PM0925R0004; (2) Amendments (if any); and (3) Contractor's proposal. The scope of any Task Orders issued against this base contract will be in accordance with both Terms and Conditions on the Master Contract and the Terms and Conditions on any Task Order issued against

1 LS $0.00 $0.00

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Deliverable - PSC: Z2AA - Repair or Alteration of Office Buildings Contract Type: Firm Fixed Price Deliverable - PSC: Z2AA - Repair or Alteration of Office Buildings Contract Type: Firm Fixed Price PoP: 06/01/2029 - 05/31/2030

B.8 NOT TO EXCEED (NTE) PRICING

Elevator Team - the NTE pricing includes one (1) mechanic and one (1) helper/apprentice per hour. The elevator mechanic shall have a minimum of five (5) years experience as a certified or licensed mechanic per the Certified Elevator Technician (CET) or National Elevator Industry Educational Program (NEIEP) program. The elevator helper (or apprentice) shall have a minimum of one (1) year elevator experience. Additionally, each mechanic and helper/apprentice shall be capable of passing the required background checks to work independently in federal facilities (see section C.2.1.5.1).

Geared Machines - the NTE pricing is for a geared machine, less than 500 FPM

Gearless Machines - the NTE pricing is for a gearless machine, more than 400 FPM

Hydraulic Power Unit - the NTE pricing is for a hydraulic power unit including pump and valve

Hydraulic Controller - the NTE pricing is for a hydraulic controller

Traction Controller - the NTE pricing is for a traction controller

Item BASE PERIOD NTE

QTY

Unit NTE

Unit Price

NTE

Total

0101 Elevator Team per qualifications defined by B.8 and the agreement

6,000 HR

0102 Geared Machines as defined by B.8 and the agreement

5 EA

0103 Gearless Machines as defined by B.8 and the agreement

5 EA

0104 Hydraulic Power Unit as defined by B.8 and the agreement

5 EA

0105 Hydraulic Controller as defined by B.8 and the agreement

5 EA

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0106 Traction Controller as defined by B.8 and the agreement

5 EA

Total Not to Exceed Base Period Price

Item OPTION PERIOD 1 NTE

QTY

Unit NTE

Unit Price

NTE

Total

1101 Elevator Team per qualifications defined by B.8 and the agreement

6,000 HR

1102 Geared Machines as defined by B.8 and the agreement

5 EA

1103 Gearless Machines as defined by B.8 and the agreement

5 EA

1104 Hydraulic Power Unit as defined by B.8 and the agreement

5 EA

1105 Hydraulic Controller as defined by B.8 and the agreement

5 EA

1106 Traction Controller as defined by B.8 and the agreement

Total Not to Exceed Option Period 1 Price

Item OPTION PERIOD 2 NTE

Unit NTE

Unit Price

NTE

Total

2101 Elevator Team per qualifications defined by B.8 and the agreement

6,000 HR

2102 Geared Machines as defined by B.8 and the agreement

5 EA

2103 Gearless Machines as defined by B.8 and the agreement

5 EA

2104 Hydraulic Power Unit as defined by B.8 and the agreement

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2105 Hydraulic Controller as defined by B.8 and the agreement

5 EA

2106 Traction Controller as defined by B.8 and the agreement

Total Not to Exceed Option Period 2 Price

Item OPTION PERIOD 3 NTE

Unit NTE

Unit Price

NTE

Total

3101 Elevator Team per qualifications defined by B.8 and the agreement

6,000 HR

3102 Geared Machines as defined by B.8 and the agreement

5 EA

3103 Gearless Machines as defined by B.8 and the agreement

5 EA

3104 Hydraulic Power Unit as defined by B.8 and the agreement

5 EA

3105 Hydraulic Controller as defined by B.8 and the agreement

5 EA

3106 Traction Controller as defined by B.8 and the agreement

Total Not to Exceed Option Period 3 Price

Item OPTION PERIOD 4 NTE

Unit NTE Unit Price

NTE

Total

4101 Elevator Team per qualifications defined by B.8 and the agreement

6,000 HR

4102 Geared Machines as defined by B.8 and the agreement

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4103 Gearless Machines as defined by B.8 and the agreement

5 EA

4104 Hydraulic Power Unit as defined by B.8 and the agreement

5 EA

4105 Hydraulic Controller as defined by B.8 and the agreement

5 EA

4106 Traction Controller as defined by B.8 and the agreement

5 EA

Total Not to Exceed Option Period 4 Price

Total Not to Exceed Price - Base plus 4 Options

Section C, Description/Statement of Work

C.0 ELEVATOR CONSTRUCTION AND MODERNIZATION GENERAL SCOPE

The U.S. General Services Administration (GSA) owns and operates several hundred buildings and thousands of vertical transportation equipment across eleven regions across the US and its territories. In addition, there are several hundred build-to-suit spaces that GSA and tenant-agency staffers collaboratively work with building owners to ensure that the needs of federal tenants are met.

GSA is seeking interested elevator manufacturers and installers of vertical transportation systems, with experience in the design, installation, commissioning/inspection of elevator systems for its federally-owned buildings. GSA’s objective is to prioritize elevators for modernization or replacement and identify high-priority elevators for which elevator equipment alterations, and/or elevator replacements are necessary to address building code, life-safety codes and/or accessibility issues. GSA has no obligation to exclusively use the IDIQ Contract for elevator modernization or construction, however, to expedite the procurement schedule and maximize efficiencies, use of the IDIQ Contracts (when applicable) is strongly encouraged.

C.1 OBJECTIVES

The Small Business National Elevator Modernization (SBNEM) IDIQ Contract for task orders $1Million and below seeks to establish a contract vehicle for the acquisition and installation of elevator modernization or replacement and identify high-priority elevators for which elevator equipment alterations, and/or elevator replacements are necessary to address building code, life-safety codes and/or accessibility issues for GSA-owned buildings. The goal of this IDIQ

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Contract is to effectively increase competition while streamlining the acquisition and procurement process of future elevator modernization projects across all of GSA’s eleven

(11) regions, where the Contractor is required to self perform a minimum of 80% of the work.

The objectives of the elevator projects, valued below $1Million, to be awarded as Task Orders under this IDIQ Contract include, but are not limited to the following:

C.1.1 To prepare the required documentation and procure the work required to survey, investigate, assess, design, install, and commission elevators and escalators to meet the most recent Safety Code for Elevators and Escalators (American National Standards Institute (ANSI)/American Society of Mechanical Engineers (ASME) ANSI/ASME A17.1) and related building codes as required which may include but not limited to (National Fire Protection Association (NFPA), International Building Code (IBC), Occupational Safety and Health Administration (OSHA), Americans with Disabilities Act (ADA) or Architectural Barriers Act Accessibility Standard (ABBAS)) as referenced in the current edition of GSA’s Facilities Standards for the Public Buildings Service (PBS) (P100).

C.1.2 To identify and establish reasonable work parameters (project schedules, working hours, labor and manpower resources) for the requirements and constraints associated with the project. All work disruptive to tenants shall be performed during "off-hours" (i.e., evening, night and/or weekends). This will be decided at the task order level when necessary for the particular building.

C.1.3 To establish work order priorities in order to carry out work in a phased approach, considering the needs and desires of the tenant and the realities of budget constraints and limitations.

C.1.4 To establish consistent communications and provide regular updates to the government contacts and key stakeholders associated with the projects. The successful Contractor under each Task Order shall coordinate all work activity with the Building Manager (BM) and the Contracting Officer's Representative (COR) to ensure that proper security and access arrangements are made with minimal impact on the project schedule.

C.1.5 Full compliance with all building's security regulations as required per project.

C.1.6 Provision for the necessary cutting, patching, and repair of the existing building.

C.1.7 Design shall be in accordance with Occupational Safety and Health Administration (OSHA) and applicable building code requirements.

C.1.8 To preserve and enhance all significant architectural, historical, cultural elements associated with the federal building or property. This may include interior finishes in elevator lobbies and cabs, original devices (lighting fixtures, handrails, metal trims, cover plates and louvers, hardware) flooring, floor thresholds, and hardware.

C.2 SCOPE OF WORK

https://www.gsa.gov/real-estate/design-and-construction/engineering/facilities-standards-for-the-public-buildings-service https://www.gsa.gov/real-estate/design-and-construction/engineering/facilities-standards-for-the-public-buildings-service

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C.2.1 Elevator construction and modernization efforts may require elevator modernization project work that require the design and construction of elevators and elevator equipment. In some cases, an Elevator Technical Study may have been previously completed. In other cases, an Elevator Technical Study may be the primary scope of the Task Order. The successful Contractor for applicable Task Orders will still need to survey the existing elevators equipment, elevator hoistway(s), elevator pits, elevator lobbies and machine rooms, elevator switches and switchboard locations, elevator monitoring panels, fire control interfaces at building management offices, security command centers, fire command centers, and the other areas and equipment associated with the project.

Any existing documentation, inspection reports, operation and maintenance (O&M) repairs logs, and technical studies should be used as a reference document for analysis and evaluation as part of the survey and investigation phase in developing the design recommendations. The Government will review these recommendations before any demolition or construction work commences.

This IDIQ scope of work is general and each Task Order will provide specific requirements.

At minimum, the Contractor shall be capable of performing the following services under this

IDIQ:

C.2.1.1 Perform design services, design management of subcontractors and consultants to survey and investigate the existing elevator and escalator systems. Perform a condition assessment of the vertical transportation system(s) within the buildings.

C.2.1.2 Perform a code check during the existing conditions survey and assessment to identify elevator equipment deficiencies and safety violations under the Task Order.

C.2.1.3 Provide price proposals/quotations for the performance work statements (PWS), program of requirements (POR), or Statement of Work (SOW) as outlined by the Government and its authorized agents which include the Contracting Officer (CO), Contracting Specialist (CS), Contracting Officer Representative (COR), Project Manager (PM), Elevator Subject Matter Expert (SME), and the Building Manager (BM). Along with the pricing, IDIQ Contractors shall provide a detailed narrative based on the Government’s PWS/POR/SOW, then develop their plan, which shall include a logical sequence of milestone events, delivery timelines, all work activities, and man hours that will be needed to successfully complete and closeout the project.

C.2.1.4 Provide engineering data and calculations, design details, and solutions by a professional engineer or registered architectural firm for review by the Government that resolves and eliminates the code deficiencies when required.

C.2.1.5 Provide requisite drawings and documents for proper Government review, acceptance or approval, such as, schedule of values, meeting minutes, Request for Information (RFI) log, work plans, safety plan, environmental plan, communication plan, and commissioning plan.

C.2.1.5.1 The Contractor shall comply with the following requirements pertaining to

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(a) All personnel performing work under the Contract on the project site must obtain an Enter on Duty (EOD) determination before they will be granted access to the site.

(b) To obtain an EOD determination, Contractor shall submit for all such personnel fingerprints on Standard Form 87 (SF87) and a completed Contractor Information Worksheet (CIW). Detailed information is available at Detailed information is available at GSA Access Card. USAccess Credentialing Centers can be located at US Access Centers.Section I

(c) In addition, all such personnel who will be on site 6 months or longer must apply for and receive clearance in accordance with Homeland Security Presidential Directive 12 (HSPD-12). See Section I, Contract Clauses, GSAM/R 552.204-9.

C.2.1.6 Provide labor, labor management, construction superintendence, safety inspections, and project management throughout the period of performance and/or IDIQ contract award duration.

C.2.1.6.1 The prime Contractor must perform a minimum of 80% of the total elevator work. Subcontractors may include fire alarm, electrical, etc.

C.2.1.7 Create and manage individual cost-loaded project schedules that reflect key milestones, work breakdown structures, and all work activities required to complete the project in the most cost effective and shortest period of time using a critical path methodology.

C.2.1.7.1 Within a date established at the Task Order level, the Contractor shall develop and provide a detailed schedule in widely used, commercially available software such as Microsoft Project and Primavera P6 for completion of all Design Stage activities, tasks, and submissions required herein, leading up to and including the final design development submission(s).

C.2.1.8 Upon installation, complete all start-up procedures, pre-testing, manufacturer’s adjustments, commissioning, operations and maintenance manual, as-built document delivery, demonstration & key personal training, and warranty requirements for Government acceptance.

C.2.1.9 Complete all closeout procedures as required under the individual Task Order awards (including but not limited to final contractor invoice, release of claims, HSPD-12 badge returns/updates, reply to Contractor Performance Assessment Reporting System (CPARS), and items such as the project warranty letter).

C.2.2 In the performance of the service(s) above, the Contractor shall identify all types of elevators (e.g., Traction, Hydraulic, Gearless, Passenger, and Freight) and consider the following when proposing designs for replacements with new, or refurbished in addition to others as identified during individual site surveys:

C.2.2.1 Number of service stops of each car, travel distance, speed, and electrical https://www.gsa.gov/resources/for-federal-employees/process-to-get-a-gsa-access-card#:%7E:text=The%20GSA%20Access%20Card%20is,GSA%20identification.

https://www.gsa.gov/technology/it-contract-vehicles-and-purchasing-programs/federal-credentialing-services/get-appointment-help/find-a-credentialing-center https://www.dhs.gov/homeland-security-presidential-directive-12

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C.2.2.2 Cab finishes, panels, handrails, elevators cab interiors, ceilings, and historic significance information C.2.2.3 Control System: (Inside and outside cab) control programs, safety logs, testing, inspections C.2.2.4 Infrared door protection, door timings, acceleration, and deceleration C.2.2.5 Closed loop door operator and associated car and hoistway door equipment C.2.2.6 Remote control panels related to security, fire, and marshal controls C.2.2.7 Hall fixtures including indicators, and switches C.2.2.8 Door interlocks and associated hardware C.2.2.9 Hoistway clearances and refuge space C.2.2.10 Hoistway lighting C.2.2.11 Hoistway access and pit ladder C.2.2.12 Top of car operating station and overhead clearances C.2.2.13 HVAC equipment, controls, interior cab exhaust, car and machine spaces C.2.2.14 Sump pumps and pit drainage C.2.2.15 Seismic operation, (if applicable) C.2.2.16 Unintended movement/rope gripper (if applicable depend on type of elevator) C.2.2.17 Power units and emergency power including but not limited to motor, pump, valves C.2.2.18 Remote elevator monitoring system (if applicable and when approved for installation) C.2.2.19 Energy efficiency evaluation when requested.

C.2.2.20 Car operating panels, floor position, and signaling devices C.2.2.21 Emergency communication devices C.2.2.22 Elevator recall system including fire and emergency generator C.2.2.23 Fire alarm smoke, duct smoke, and heat detectors, and fireproofing C.2.2.24 Sprinkler systems including piping and sprinkler heads C.2.2.25 Machine room enclosures C.2.2.26 Stand-by emergency power distribution including the Automatic Transfer Switch

(ATS) panels, diagram, and connections for elevator operations C.2.2.27 Commissioning plan and owners training C.2.2.28 Service tools and wiring diagrams C.2.2.29 Other related equipment or systems as required (e.g. security)

C.2.3 PROJECT DELIVERABLES

Task Orders may include replacement of most electrical and mechanical components of the elevator system that are referenced in the Task Order scope of work. All construction and modernization work performed by the Contractor shall include design documents, equipment catalog, cut-sheet, and product submissions, as-built drawings. Other deliverables shall include service tools, access keys, wiring diagrams, onsite owner training, and jobsite specific testing procedures with maintenance control plans (MCPs) for each piece of equipment. This list is for reference purposes only; Task Order deliverables will be defined in each individual project description.

C.2.4 PROJECT MEETINGS

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The Task Order Contractor shall attend a pre-construction conference and shall participate in regularly scheduled project meetings for the Task Order work including work associated with but not directly part of the Task Order requirements including participation in project meetings for a larger effort.

C.2.5 KEY PERSONNEL

Certain skilled experienced professional and/or technical personnel are essential for successful Contractor accomplishment of the work to be performed under this Contract and associated Task Orders. These are defined as "Key Personnel" and are those persons whose resumes or resume-like content were submitted to receive a contract award. The Contractor agrees that such personnel shall not be removed from the Contract or replaced without approval as described in this section.

C.2.5.1 If one or more of the Key Personnel for whatever reason becomes, or is expected to become, unavailable for work under this Contract for a continuous period exceeding thirty (30) work days, or is expected to devote substantially less effort to the work than indicated in the proposal or initially anticipated, the Contractor shall immediately notify the CO and shall, subject to the concurrence of the CO or his/her authorized representative, promptly replace such personnel with personnel of at least substantially equal ability and qualifications.

C.2.5.2 All requests for approval of substitutions hereunder must be in writing and provide a detailed explanation of the circumstances necessitating the proposed substitutions.

They must contain a complete resume for the proposed substitute, and any other information requested by the CO or needed by him/her to approve or disapprove the proposed substitution. The CO or his/her authorized representative will evaluate such requests and promptly notify the Contractor of his/her approval or disapproval thereof in writing.

C.2.5.3 If the CO determines that suitable and timely replacement of Key Personnel who have been reassigned, terminated or have otherwise become unavailable for the contract work is not reasonably forthcoming or that the resultant reduction of productive effort would be so substantial as to impair the successful completion of the contract or the services ordered, the Contract may be terminated by the CO for default or for the convenience of the Government, as appropriate, or, at the discretion of the CO if he/she finds the Contractor at fault for the condition, the Contract price or fixed fee may be equitably adjusted downward to compensate the Government for any resultant delay, loss, or damage.

C.2.5.4 No Key Personnel shall work on this Contract or associated Task Order without prior resume-type submission and verification by the CO. If proposed personnel are not currently employed by the Contractor, the proposed personnel’s resume shall be accompanied by a commitment letter signed by both the individual and the Contractor.

Failure to provide a signed commitment letter shall make the Contractor’s quote invalid.

C.2.5.5 IDIQ CONTRACT MANAGER - KEY PERSONNEL

The primary IDIQ Contract Manager shall be the Contractor’s designated central point of contact tasked with serving as an overall manager of the IDIQ and resultant Task Orders.

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The primary Contract Manager should be an individual with administrative oversight responsibilities.

A minimum of 5 years of experience managing multiple elevator contracts is required as well as direct experience in the elevator construction and modernization industry.

C.3 UNAUTHORIZED WORK AND COMMITMENTS

The COR, Task Order COR (TOCOR), PM, Task Order PM (TOPM), GSA Qualified Elevator Inspector (QEI), or any other government representative is not authorized to change any of the Terms and Conditions of the Contract. The CO or Task Order CO (TOCO) is the only authorized Government Official able to make changes, if any. Any changes including requirements, schedule, or other modifications performed by the Contractor without a written, signed modification from the CO or TOCO shall result in (1) the Contractor having to re-adjust schedule or work to the original requirements; (2) a denial of any resulting request for payment, equitable adjustment, or quantum meruit; (3) poor Contractor Performance Assessment Reporting System (CPARS) results; (4) a Government requested change in the Contractor’s lead contact; or (5) a combination or all of the items listed.

Although the Contractor may be entitled to additional consideration under conditions such as the CO or TOCO issuing change orders or a unilateral modification, it is the Contractor's duty to include in proposals for equitable adjustment or other consideration all compensation to which it may be entitled including cost and time. Unless otherwise explicitly stated in a modification to the Contract providing such consideration, adjustments to the Task Order price or time agreed upon therein shall be deemed to provide all compensation to which the Contractor is entitled and shall constitute final settlement of the Contractor's entitlement to compensation on account of the change or other condition giving rise to the modification.

Section D, Packaging and Marking (RESERVED)

Section E, Inspection and Acceptance

Federal Acquisition Regulation (FAR), General Services Administration Manual/Regulations (GSAM/R), and requirements can be searched at www.acquisition.gov.

E.1 CLAUSES INCORPORATED BY REFERENCE

FAR 52.252-2 Clauses Incorporated by Reference (February 1998)

This Contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at www.acquisition.gov

FAR 52.246-4 Inspection of Services-Fixed-Price (August 1996)

FAR 52.246-6 Inspection-Time-and-Material and Labor-Hour (May 2001)

FAR 52.246-12 Inspection of Construction (August 1996) http://www.acquisition.gov/ http://www.acquisition.gov/

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FAR 52.246-13 Inspection-Dismantling, Demolition, or Removal of Improvements (August 1996)

FAR 52.246-26 Reporting Nonconforming Items. (November 2021)

GSAM/R 552.246-72 Final Inspection and Tests. (September 1999)

E.2 STANDARDS, CODES, AND TECHNICAL REGULATIONS

FAR 52.246-11 Higher-Level Contract Quality Requirement (December 2014)

(a) The Contractor shall comply with the higher-level quality standard(s) listed below:

a. STANDARDS – All work activities shall be performed in a manner consistent with

ASME A17.1 Elevator and Escalator Safety Code for the design, construction, operation, inspection, testing, maintenance, alteration, and repair of elevators, escalators and lifts; GSA PBS P100 Facilities Standards for PBS guidelines; the guidance as set forth by Occupational Safety & Health Administration (OSHA);

National Fire Protection Association’s NFPA 70, NFPA 70E, NFPA 72; and International Brotherhood of Electrical Workers (IBEW) for electrical safety of personnel and equipment. Work areas shall be established consistent with the standards for work on or around energized equipment and all appropriate electrical safety considerations shall be taken.

b. GSA REQUIREMENTS, CODES & REGULATIONS - This project shall comply with all the latest editions of all applicable codes. Current codes are listed below however the latest code shall apply during Task Order execution:

i. American Society of Mechanical Engineers (ASME) A17.1 most current edition.

ii. 2021 PBS P100, with 2022 Addendum Facilities Standards for the Public Buildings Service including all applicable Standards, Criteria and Guides listed therein

iii. PBS P-120, Public Buildings Service Cost and Schedule Management Policy Requirements

iv. Architectural Barriers Act Accessibility Standard (ABAAS)

v. PBS Order 3490.3 CHGE 1, “Security for Sensitive Building Information

Related to Federal Buildings, Grounds, or Property”, March 22, 2021

vi. Indoor Air Quality (IAQ) Guidelines for Occupied Buildings under

Construction by Sheet Metal and Air Conditioning Contractors’ National Association (SMACNA).

vii. Occupational Safety and Health regulations for construction and general industry; 29 CFR Parts 1926 and 1910

viii. Section 01546 – Safety and Health Specification (See Attachments)

ix. International Code Council Codes (ICC)

x. National Fire Protection Association (NFPA) National Fire Codes and

Standards

xi. 40 CFR 763 Asbestos - as applicable

xii. 49 CFR 107 Hazardous Materials Program Procedures - as applicable

xiii. 49 CFR 172 Hazardous Materials Table, Special Provisions, Hazardous

Materials Communications, Emergency Response Information, and Training Requirements - as applicable https://www.gsa.gov/real-estate/design-and-construction/engineering/facilities-standards-for-the-public-buildings-service#:%7E:text=The%20Facilities%20Standards%20for%20the,designing%2C%20and%20documenting%20GSA%20buildings.

https://www.gsa.gov/real-estate/design-and-construction/engineering/facilities-standards-for-the-public-buildings-service#:%7E:text=The%20Facilities%20Standards%20for%20the,designing%2C%20and%20documenting%20GSA%20buildings.

https://www.gsa.gov/directives-library/p120-public-buildings-service-cost-and-schedule-management-policy-1 https://www.gsa.gov/directives-library/p120-public-buildings-service-cost-and-schedule-management-policy-1 https://www.access-board.gov/aba/ https://www.gsa.gov/directives-library/security-for-sensitive-building-information-related-to-federal-buildings-grounds-or-property-1 https://www.gsa.gov/directives-library/security-for-sensitive-building-information-related-to-federal-buildings-grounds-or-property-1

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xiv. EPA Mold Remediation Guidelines, September 2008 - as applicable

xv. Section 02085 - Asbestos Abatement Procedures (see attachments) - as applicable.

xvi. Section 02085 - Roofing (see attachments) - as applicable

xvii. Section 02087 - Removal of Bird and Bat Droppings (see attachments) - as applicable

xviii. Section 02090 - Control of Lead Based Paint Specification (see attachments), as applicable.

xix. PIB 18-02 Attachment 6 File Naming (See attachments)

Tenant Agency Requirements - The following are possible requirements of some tenant agency specific documents; if applicable to a Task Order project, Task Order Contractors are required to comply with these specifications and standards. The following requirements would be provided as attachments at the Task Order Level.

1. USMS Publication 64, Requirements and Specifications for Special Purpose and Support Space (applies to US Marshals Service specific projects only)

2. U.S. Attorneys’ Facilities Standards (applies to DOJ and US Attorney specific projects only)

3. CD 705, v 1.4 - Technical Specifications for Construction and Management of Sensitive Compartmented Information Facilities, March 13, 2020 (applies to SCiF Building elevator construction only)

4. DOS Security Classification Guide Domestic Facilities, April 8, 2014 (applies to US Department of State specific projects only)

Building Management and Controls (BMC) and Federal Government Building Systems Network (BSN) Connection Requirements - The following are possible requirements of buildings that use Smart Building systems or controls that may integrate or connect with elevator systems. These may be applicable to Task Orders if project work is within connected buildings.

1. 7002.1 ADM GSA Smart Buildings

2. 2180.2 CIO GSA Rules of Behavior for Handling Personally Identifiable

Information (PII), October 8, 2019

3. 2181.1 ADM Homeland Security Presidential Directive-12, Personal Identity

Verification and Credentialing, and Background Investigations for Contractors, March 18, 2020

4. PBS CAD Standards, March 10, 2021

(b) The Contractor shall include applicable requirements of the higher-level quality standard(s) listed in paragraph (a) of this clause and the requirement to flow down such standards, as applicable, to lower-tier subcontracts, in-

(1) Any subcontract for critical and complex items (see FAR 46.203(b) and (c));

or

(2) When the technical requirements of a subcontract require-

(i) Control of such things as design, work operations, in-process control, testing, and inspection; or https://www.gsa.gov/directives-library/gsa-smart-buildings https://www.gsa.gov/directives-library/gsa-rules-of-behavior-for-handling-personally-identifiable-information-pii-2 https://www.gsa.gov/directives-library/gsa-rules-of-behavior-for-handling-personally-identifiable-information-pii-2 https://origin-www.gsa.gov/directives-library/homeland-security-presidential-directive12-personal-identity-verification-and-credentialing-and-background-investigations-for-contractors https://origin-www.gsa.gov/directives-library/homeland-security-presidential-directive12-personal-identity-verification-and-credentialing-and-background-investigations-for-contractors…