60RRBH22Q0006 Elevator Maintenance Services for the RRB Chicago.pdf

Document Number: 60RRBH22Q0006 PROCESSED Page 1 of 38

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24 & 30

1. REQUISITION NUMBER PAGE 1 OF

5. SOLICITATION NUMBER

60RRBH22Q0006

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

05/09/2022

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME Michel Disalvio

b. TELEPHONE NUMBER (No collect calls) 312-751-4535

8. OFFER DUE DATE / LOCAL

TIME

05/23/2022

10:00 CT

CODE 60RRBH

Michel Disalvio Acquisition Management 844 N. Rush St Chicago, IL 60611-1275

9. ISSUED BY X UNRESTRICTED OR SET ASIDE: % FOR

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS:

SIZE STANDARD:

10. THE ACQUISITION IS

SEE

SCHEDULE

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED 0 Days: 0.00 %

0 Days: 0.00 % 0 Days: 0.00 % 0 Days: 0.00 %

12. DISCOUNT TERMS

13a. THIS CONTRACT IS

RATED ORDER UNDER DPAS

(15 CFR 700)

13b. RATING

X RFQ IFB RFP

14. METHOD OF SOLICITATION

60RRBHCODE15. DELIVER TO

U.S. RAILROAD RETIREMENT BOARD

FACILITY MANAGER

844 N. RUSH ST., 2ND. FL.

CHICAGO, IL 60611

CODE 60RRBH16. ADMINISTERED BY

U.S.RAILROAD RETIREMENT BOARD

ACQUISITION MANAGEMENT

844 N. RUSH ST., 9TH FL.

CHICAGO, IL 60611

FACILITY

CODE

CODE

Telephone No.

17a. CONTRACTOR/

OFFEROR

60RRBHCODE18a. PAYMENT WILL BE MADE BY

U.S. RAILROAD RETIREMENT BOARD

FISCAL OPERATIONS

844 N RUSH ST., 5TH FLOOR

CHICAGO, IL 60611

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER SEE ADDENDUM

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW IS

CHECKED

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/SERVICES

(Use Reverse and/or Attach Additional Sheets as Necessary)

21. QUANTITY 22. UNIT 23. UNIT PRICE 24. AMOUNT

See Lines

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN ____ COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH

OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE

TERMS AND CONDITIONS SPECIFIED.

29. AWARD OF CONTRACT: REF. _____________________________ OFFER

DATED _________________ . YOUR OFFER ON SOLICITATION (BLOCK 5)

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN,

IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (TYPE OR PRINT) Karen Haskins-Brewer

31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

Document Number: 60RRBH22Q0006 PROCESSED Page 2 of 38

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: _________________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 02/2012) BACK

Document Number: 60RRBH22Q0006 PROCESSED Page 3 of 38

Table of Contents

Section Description Page Number

I Introduction Section I. Background and Objectives

II Schedule of Supplies and Services Section II. Instructions for Completing Section II - Schedule of Supplies and Services

III Statement of Work Section III. Statement of Work

IV General Terms and Conditions 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (Jan 2022) 52.217-8 Option to Extend Services (Nov 1999) 52.217-9 Option to Extend the Term of the Contract (Mar 2000) RRB.A.01 A. General RRB Provision-1.Technical Direction RRB.A.07 A. General RRB Provision-7.The Role of Government Personnel and Responsibility for Contract Administration RRB.B.02 B. Security Provisions-1. Privacy Or Security Safeguards (AUG 1996) FAR 52.239-1 (with RRB Fill-ins) RRB.B.03 B. Security Provisions-3.Additional Security Requirements 52.228-5 Insurance-Work on a Government Installation (Jan 1997)

V Proposal Submission Instructions 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) 52.233-2 Service of Protest (Sept 2006) SECTION V. Instructions To Offerors, Proposal Submission Instructions

VI Evaluation and Award SECTION VI. Evaluation and Award

VII List of Attachments List of Attachments

Document Number: 60RRBH22Q0006 PROCESSED Page 4 of 38

Section I - Introduction

Section I. Background and Objectives

Section I. Background and Objectives

1. Agency Information - The U. S. Railroad Retirement Board (“RRB”) is an independent federal agency that administers a retirement and survivor benefit program for railroad employees and their families. The RRB was established by the Railroad Retirement Acts of 1937 and 1974. Its benefit program was the forerunner of the more familiar Social Security System. The Railroad Retirement System is unique inasmuch as it is the only federally administered benefit program covering a single private industry. The RRB also administers the Railroad Unemployment Insurance Act which provides unemployment and sickness benefits to railroad employees. The RRB’s headquarters, in which about 679 people are employed, is located in Chicago, IL.

2. Objective – The objective of this solicitation is to obtain competitive quotations from GSA Federal Contractor Schedule holders, using acquisition procedures as set forth in FAR subpart 8.405-2 “Ordering Procedures for Supplies and Services (under GSA Federal Supply Schedules) Requiring a Statement of Work”, for full elevator maintenance and repair service at the U.S. Railroad Retirement Board headquarters building located at 844 North Rush Street, Chicago, IL 60611-1275. The RRB intends to award a firm fixed price delivery order against a contractor's GSA Contract for a base period of one year beginning June 1, 2022 with four one year option periods. This is local-area set-aside for businesses residing the following Iliinois counties: Cook, DuPage, Will and Lake.

3. Performance-based Acquisition – This solicitation is designated for participation in the Office of Federal Procurement Policy (OFPP) policy to increase the use of performance-based Acquisition (PBA) methods in the acquisition of services.

PBA aims to improve the value of contracting services by emphasizing objective, measurable mission-related outputs rather than how the work is per- formed or broad and imprecise statement of work. It requires objective, measurable performance requirements and quality standards in developing statements of work, selecting contractors, determining contract type and incentives, and performing contract administration.

4. Site Visits - Offerors should visit the building and become familiar with existing conditions; examine all contract documents relating to this work and become fully informed as to the extent and character of the work required. Offerors shall determine any conditions which affect the work and make a thorough site investigation before submitting an offer.

We strongly encourage offerors to make a thorough site investigation before submitting an offer. No allowances will be made for failure of the offerors to avail themselves of such information. Mandatory site visit shall be held on May 11, 2022, at 10:00 AM CST at the RRB Headquarter building, located at 844 N. Rush Street, Chicago, IL 60611. Offerors shall contact the RRB's Facility Manager and Assisant Facility Manager to notify of attendance for the site visit. No offer will be accepted from a vendor who did not attend the mandatory site visit. The RRB's Facility Manager contact information is as follows:

Name: Scott Rush & Ken Earp, 2nd Floor, 844 N. Rush Street, Chicago, Illinois 60611 Phone No: Scott Rush: 312-751-4566 & Ken Earp: 312-751-4844 E-mail: Scott.Rush@rrb.gov AND Ken.Earp@rrb.gov

5. Question & Answer: The RRB will accept questions from vendors who have attended the mandatory site visit until May 13, 2022 at 10:00 AM, Central Time. The RRB intends to answer all vendor-submitted questions by May 17, 2022 via an Amendment to the solicitation. Send questions to proposals@rrb.gov and CC Michel.Disalvio@rrb.gov.

6. Place of Performance: The on-site Elevator Maintenance and Repair Services performed for the resultant contract shall be at the U.S. Rail- road Retirement Board, 844 North Rush St., Chicago, IL 60611 during a mutually agreeable schedule during normal working hours between 6:00am Central Time and 6:00pm Central Time.

Document Number: 60RRBH22Q0006 PROCESSED Page 5 of 38

Section II - Schedule of Supplies and Services

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0001 Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

0.000000 JOB

Period of Performance: 06/01/2022 - 05/31/2023

Description: DO NOT ENTER PRICING ON THIS CLIN.

Base year for the elevator maintenance and repair services. Offerors shall enter a firm fixed price in the sub-CLINS listed below.

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0001AA Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

12.000000 MO

Period of Performance: 06/01/2022 - 05/31/2023

Description:

BASE PERIOD for elevator maintenance services, to include routine and preventive repair services, described in Section III (SOW), excluding emergency services. Offerors shall enter above a firm-fixed price per month for the elevator maintenance services. Pricing shall include all parts and labor.

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0001AB Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2022 - 05/31/2023

Description:

BASE PERIOD for the emergency call-back services as specified in Section III.A.5. Offerors shall enter above a price per hour for furnishing emergency call-back services. The price shall include any travel expenses required to provide the RRB site emergency services as well as all labor for furnishing emergency services along with all shop stock minor hardware (screws, bolts, washers, etc.) and grease, lubrication, etc. The price shall not include any parts or assemblies

Pricing Options: Base

Document Number: 60RRBH22Q0006 PROCESSED Page 6 of 38

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0001AC Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2022 - 05/31/2023

Description:

BASE PERIOD for non-emergency services provided during normal business hours for repairs not covered under sub CLIN 0001AA.

Offerors shall enter above a price per hour for furnishing non-emergency services performed during normal business hours. The price shall include all shop stock minor hardware (screws, bolts, washers, etc.) and grease, lubrication, etc. The price per hour shall also include any travel expenses required to provide the RRB site non-emergency services performed during normal business hours. The price shall not include any parts or assemblies. If parts are needed for this CLIN, the RRB reserves the right to purchase elevator parts from any source.

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0001AD Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 EA

Period of Performance: 06/01/2022 - 05/31/2023

Description:

BASE PERIOD for upgrade of passenger elevator cabs as detailed in Section III.A(7)(a). Offer to provide a firm, fixed price for each cab.

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0002 Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

0.000000 JOB

Period of Performance: 06/01/2023 - 05/31/2024

Description: DO NOT ENTER PRICING ON THIS CLIN.

OPTION PERIOD ONE for the elevator maintenance and repair services. Offerors shall enter a firm fixed price in the sub-CLINS listed below.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0002AA Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

12.000000 MO

Period of Performance: 06/01/2023 - 05/31/2024

Description:

OPTION PERIOD ONE for elevator maintenance services, to include routine and preventive repair services, described in Section III (SOW), excluding emergency services. Offerors shall enter above a firm-fixed price per month for the elevator maintenance services.

Pricing shall include all parts and labor.

Pricing Options: Option 0001

Document Number: 60RRBH22Q0006 PROCESSED Page 7 of 38

0002AB Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2023 - 05/31/2024

Description:

OPTION PERIOD ONE for the emergency call-back services as specified in Section III.A.5. Offerors shall enter above a price per hour for furnishing emergency call-back services. The price shall include any travel expenses required to provide the RRB site emergency services as well as all labor for furnishing emergency services along with all shop stock minor hardware (screws, bolts, washers, etc.) and grease, lubrication, etc. The price shall not include any parts or assemblies

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0002AC Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2023 - 05/31/2024

Description:

OPTION PERIOD ONE for non-emergency services provided during normal business hours for repairs not covered under sub CLIN 0001AA. Offerors shall enter above a price per hour for furnishing non-emergency services performed during normal business hours. The price shall include all shop stock minor hardware (screws, bolts, washers, etc.) and grease, lubrication, etc. The price per hour shall also include any travel expenses required to provide the RRB site non-emergency services performed during normal business hours. The price shall not include any parts or assemblies. If parts are needed for this CLIN, the RRB reserves the right to purchase elevator parts from any source.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0002AD Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 EA

Period of Performance: 06/01/2023 - 05/31/2024

Description:

OPTION PERIOD ONE. Upgrade of passenger elevator cabs as detailed in Section III.A(7)(a). Offer to provide a firm, fixed price for each cab.

Document Number: 60RRBH22Q0006 PROCESSED Page 8 of 38

0002AE Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 EA

Period of Performance: 06/01/2023 - 05/31/2024

Description:

OPTION PERIOD ONE. Upgrade of freight elevator cab as detailed in Section III.A(7)(b). Offer to provide a firm, fixed price for solution offered.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0003 Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

0.000000 JOB

Period of Performance: 06/01/2024 - 05/31/2025

Description: DO NOT ENTER PRICING ON THIS CLIN.

OPTION PERIOD TWO for the elevator maintenance and repair services. Offerors shall enter a firm fixed price in the sub-CLINS listed below.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0003AA Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

12.000000 MO

Period of Performance: 06/01/2024 - 05/31/2025

Description:

OPTION PERIOD TWO for elevator maintenance services, to include routine and preventive repair services, described in Section III (SOW), excluding emergency services. Offerors shall enter above a firm-fixed price per month for the elevator maintenance services.

Pricing shall include all parts and labor.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0003AB Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2024 - 05/31/2025

Description:

OPTION PERIOD TWO for the emergency call-back services as specified in Section III.A.5. Offerors shall enter above a price per hour for furnishing emergency call-back services. The price shall include any travel expenses required to provide the RRB site emergency services as well as all labor for furnishing emergency services along with all shop stock minor hardware (screws, bolts, washers, etc.) and

Document Number: 60RRBH22Q0006 PROCESSED Page 9 of 38

0003AC Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2024 - 05/31/2025

Description:

OPTION PERIOD TWO for non-emergency services provided during normal business hours for repairs not covered under sub CLIN 0001AA. Offerors shall enter above a price per hour for furnishing non-emergency services performed during normal business hours. The price shall include all shop stock minor hardware (screws, bolts, washers, etc.) and grease, lubrication, etc. The price per hour shall also include any travel expenses required to provide the RRB site non-emergency services performed during normal business hours. The price shall not include any parts or assemblies. If parts are needed for this CLIN, the RRB reserves the right to purchase elevator parts from any source.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0003AD Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 EA

Period of Performance: 06/01/2024 - 05/31/2025

Description:

OPTION PERIOD TWO for upgrade of passenger elevator cabs as detailed in Section III.A(7)(a).

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0004 Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

0.000000 JOB

Period of Performance: 06/01/2025 - 05/31/2026

Description: DO NOT ENTER PRICING ON THIS CLIN.

OPTION PERIOD THREE for the elevator maintenance and repair services. Offerors shall enter a firm fixed price in the sub-CLINS listed below.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0004AA Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

12.000000 MO

Period of Performance: 06/01/2025 - 05/31/2026

Description:

OPTION PERIOD THREE for elevator maintenance services, to include routine and preventive repair services, described in Section III (SOW), excluding emergency services. Offerors shall enter above a firm-fixed price per month for the elevator maintenance services.

Pricing shall include all parts and labor.

Document Number: 60RRBH22Q0006 PROCESSED Page 10 of 38

0004AB Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2025 - 05/31/2026

Description:

OPTION PERIOD THREE for the emergency call-back services as specified in Section III.A.5. Offerors shall enter above a price per hour for furnishing emergency call-back services. The price shall include any travel expenses required to provide the RRB site emergency services as well as all labor for furnishing emergency services along with all shop stock minor hardware (screws, bolts, washers, etc.) and grease, lubrication, etc. The price shall not include any parts or assemblies

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0004AC Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2025 - 05/31/2026

Description:

OPTION PERIOD THREE for non-emergency services provided during normal business hours for repairs not covered under sub CLIN 0001AA. Offerors shall enter above a price per hour for furnishing non-emergency services performed during normal business hours. The price shall include all shop stock minor hardware (screws, bolts, washers, etc.) and grease, lubrication, etc. The price per hour shall also include any travel expenses required to provide the RRB site non-emergency services performed during normal business hours. The price shall not include any parts or assemblies. If parts are needed for this CLIN, the RRB reserves the right to purchase elevator parts from any source.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0004AD Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 EA

Period of Performance: 06/01/2025 - 05/31/2026

Description:

OPTION PERIOD THREE for upgrade of passenger elevator cabs as detailed in Section III.A(7)(a).

Document Number: 60RRBH22Q0006 PROCESSED Page 11 of 38

0005 Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

0.000000 JOB

Period of Performance: 06/01/2026 - 05/31/2027

Description: DO NOT ENTER PRICING ON THIS CLIN.

OPTION PERIOD FOUR for the elevator maintenance and repair services. Offerors shall enter a firm fixed price in the sub-CLINS listed below.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0005AA Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

12.000000 MO

Period of Performance: 06/01/2026 - 05/31/2027

Description:

OPTION PERIOD FOUR for elevator maintenance services, to include routine and preventive repair services, described in Section III (SOW), excluding emergency services. Offerors shall enter above a firm-fixed price per month for the elevator maintenance services.

Pricing shall include all parts and labor.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0005AB Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2026 - 05/31/2027

Description:

OPTION PERIOD FOUR for the emergency call-back services as specified in Section III.A.5. Offerors shall enter above a price per hour for furnishing emergency call-back services. The price shall include any travel expenses required to provide the RRB site emergency services as well as all labor for furnishing emergency services along with all shop stock minor hardware (screws, bolts, washers, etc.) and

Document Number: 60RRBH22Q0006 PROCESSED Page 12 of 38

0005AC Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 HR

Period of Performance: 06/01/2026 - 05/31/2027

Description:

OPTION PERIOD FOUR for non-emergency services provided during normal business hours for repairs not covered under sub CLIN 0001AA. Offerors shall enter above a price per hour for furnishing non-emergency services performed during normal business hours. The price shall include all shop stock minor hardware (screws, bolts, washers, etc.) and grease, lubrication, etc. The price per hour shall also include any travel expenses required to provide the RRB site non-emergency services performed during normal business hours. The price shall not include any parts or assemblies. If parts are needed for this CLIN, the RRB reserves the right to purchase elevator parts from any source.

Pricing Options: Option 0001

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

0005AD Maintenance of Office Buildings

Firm Fixed Price

PSC: Z1AA

1.000000 EA

Period of Performance: 06/01/2026 - 05/31/2027

Description:

OPTION PERIOD FOUR for upgrade of passenger elevator cabs as detailed in Section III.A(7)(a).

Pricing Options: Option 0001

Section II. Instructions for Completing Section II - Schedule of Supplies and Services

Section II. Instructions for Completing Section II - Schedule of Supplies and Services

A. Offerors shall enter, in the table above, “fully-loaded” firm fixed prices or price rates to provide the services as described in Section III, Statement of Work. The RRB defines “fully loaded rates” as the price inclusive of direct wage, fringe benefits, all overheads, general and administrative (G&A) costs, profit and fees, and all travel and per diem costs for the contractor’s employee to perform the required services at the RRB headquarters facility, located in Chicago, IL.

B. CONTRACTOR INFORMATION FOR ORDER ADMINISTRATION

1) Order address ______________________

2) Business Size ______________________

3) Federal Tax ID # ____________________

Document Number: 60RRBH22Q0006 PROCESSED Page 13 of 38

[Submit on IRS Form W9 with offer]

4) DUNS No. ______________________

5) Remit Address ______________________

6) GSA MAS Contract

Insert Contract No. __________________

Please attach (or E-Mail) a copy of contract.

Effective dates ___________ - ______________.

7) Authorized representatives:

Business Technical

Name:

Phone #:

Fax #:

E-Mail:

8) System for Award Management (SAM) completed*

* Offeror must be properly registered, including business size annotation, in SAM to be eligible for award of a Federal contract or order. (See Sam.gov)

Document Number: 60RRBH22Q0006 PROCESSED Page 14 of 38

Yes [ ] No [ ]

PERIOD OF PERFORMANCE

ITEM START END

0001 06/01/2022 05/31/2023

0001 AA 06/01/2022 05/31/2023

0001 AB 06/01/2022 05/31/2023

0001 AC 06/01/2022 05/31/2023

0001 AD 06/01/2022 05/31/2023

0002 06/01/2023 05/31/2024

0002 AA 06/01/2023 05/31/2024

0002 AB 06/01/2023 05/31/2024

0002 AC 06/01/2023 05/31/2024

0002 AD 06/01/2023 05/31/2024

0002 AE 06/01/2023 05/31/2024

0003 06/01/2024 05/31/2025

0003 AA 06/01/2024 05/31/2025

0003 AB 06/01/2024 05/31/2025

0003 AC 06/01/2024 05/31/2025

0003 AD 06/01/2024 05/31/2025

0004 06/01/2025 05/31/2026

0004 AA 06/01/2025 05/31/2026

0004 AB 06/01/2025 05/31/2026

0004 AC 06/01/2025 05/31/2026

0004 AD 06/01/2025 05/31/2026

0005 06/01/2026 05/31/2027

0005 AA 06/01/2026 05/31/2027

0005 AB 06/01/2026 05/31/2027

0005 AC 06/01/2026 05/31/2027

0005 AD 06/01/2026 05/31/2027

Document Number: 60RRBH22Q0006 PROCESSED Page 15 of 38

Section III - Statement of Work

Section III. Statement of Work

Section III. Statement of Work

A. General Maintenance

1. The Contractor shall provide full elevator maintenance service, in compliance with the ANSI/ASME Safety Code requirements, the manufacturer's recommendations, all other applicable laws, regulations, rules, ordinances, codes, and the requirements of this solicitation. Full elevator maintenance is defined as all services, repairs and testing necessary to maintain all elevators, appurtenances and accessories in a fully operational mode at all times except for scheduled downtime including all labor, parts and materials. The Contractor shall provide all management, supervision, labor, materials, supplies, repair parts, tools, instruments and equipment, and shall plan, schedule, coordinate and ensure effective and economical completion of all work and services specified herein. The Contractor shall perform the above described elevator maintenance and related services as a route service (currently done 8 hours per week) at the U. S. Railroad Retirement Board, 844 North Rush Street, Chicago, IL 60611-1275. The building has seven mid-rise passenger elevators modernized by Kone Elevator Company in 2000 and one freight elevator that had a modernization in 2009. The passenger traction type elevators at this property are Hollister/MCE MEC controllers with A/C drives. Kone Inc. has maintained the elevator equipment at this property since the two above referenced elevator modernization projects.

2. When applicable, the Contractor shall obtain any special tools necessary to troubleshoot, service, and maintain the elevators related to the specific type of microprocessor controls installed on the system. The diagnostic computer, printer and software which currently monitor the elevator equipment are the property of the U.S. Railroad Retirement Board (USRRB). These automated tools are available to the Contractor for use in maintaining the Elevator equipment.

3. The Contractor shall maintain the machinery spaces, shops and storage areas in a clean and orderly manner. When painting the machinery room floors and the equipment located within the machinery rooms, the Contractor must comply with the industry color coding system and maintain the identity (identification information) of the equipment. The Contractor must obtain the approval of the COR before storing anything in machinery spaces, including operating supplies, which shall be properly secured in approved containers.

4. The Contractor shall respond promptly to requests for service. Service calls are responses and subsequent repairs or adjustments of elevator equipment and systems or problems reported to the Contractor by building occupants. The Government shall not be liable to compensate the Contractor for a service call rectifying a problem with an elevator in which the problem is a result of negligence or misuse of the equipment by the Contractor. The term response time shall be defined throughout this solicitation as the time from when the RRB places the service call with the Contractor to the time the Contractor’s employee (Elevator Mechanic) has arrived in the RRB building. The response time expected by the RRB from the contractor is as follows:

a. ½ hour response for entrapment calls made during the regular working hours of elevator trade

b. 1 hour response for non-entrapment calls made during the regular working hours of the elevator trade

c. 1 hour response for entrapment calls made during the non-regular working hours of the elevator trade

d. 2-hour response for non-entrapment calls made during the non-regular working hours of the elevator trade

If the Contractor’s elevator mechanic service call cannot resolve the service call issue within 30 minutes of arrival at the RRB building, the Contractor shall immediately secure the elevator utilizing all safety procedures common to the elevator trade and notify the COR of the problem and the time and date corrective action will be completed (excluding the freight elevator). In the case of the freight elevator, Con tractor shall work to resolve the service call issue and immediately notify the COR of the problem and time and date corrective action will be completed.

5. Emergency call-back service consists of promptly responding to requests for emergency service 24 hours per day, 7 days per week.

The Contractor shall report to the site of the emergency within the response time schedules stated above and shall remain on the job until the emergency has been resolved. If the situation cannot be resolved immediately, the Contractor shall promptly notify the COR of the time and date corrective action will be taken. Requests for service may be made by the COR by telephone or other means.

Emergency service consists of freeing individuals trapped in a stalled car, restoring inoperative elevators which are causing disruption to the arrival and departure of building occupants, or other situations determined by the RRB to be of an emergency nature.

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NOTE: The term Normal Business Hours (also referred to in III.A.4 above as regular working hours) is defined by the hours of 6:00 a.m. to 6:00 p.m. Monday through Friday, excluding Federal Holidays. This period matches the current definition of Normal Business Hours as defined in the Collective Bargaining Agreement (CBA), BOMA/IUEC Agreement, between the Building Owners and Managers Association of Chicago (BOMA) and the International Union of Elevator Constructors (IUEC) The Contractor will be reimbursed at the hourly rate for emergency call-back service during other than normal working hours as defined by the BOMA/ IUEC agreement referenced above. The contractor shall be required to acquire a CBA within 60 days after start of Task Order performance.

6. Additional non-emergency services are defined as any work, requested and authorized by the Government that is outside the scope of this contract. Any work of this nature detected by the Contractor shall be immediately reported to the COR, but work shall not be performed until the Contractor and the Contracting Officer as appropriate have reached an agreement on the scope of work and the price to accomplish the project. The Contractor shall perform the additional services immediately as deemed necessary and directed by the Contracting Officer, although typically a 48 hour notice will be given. (Priced in CLINS 0001AC-0005AC).

All orders for additional non-emergency maintenance repair/replacement work must be placed or confirmed by issuance of a Purchase Order or a Delivery Order. The purchase/delivery order will describe the work to be performed, the time for completion, and the total price for the work. In rare situations, the RRB Contracting Officer may issue oral orders, which will be confirmed in writing within 5 working days.

7. Optional Upgrade Services:

a. Contractor shall propose a solution to upgrade the passenger elevator for Option Period One (Priced in CLIN 0001AD).

The Contractor shall upgrade all passenger elevator cabs per the following specifications or approved alternative.

Specifications: Vertical Stainless Steel upper and Lower Wall Panels at the sidewalls; Fabrication and installation of new vertical 18 ga. stainless steel wall panels. The panels shall consist of an 11/16” fire rated core. The finish shall be satin. The pattern shall run vertically. The panels shall be mounted using ¼” gravity locking wall clips. Glaspro (Or Equal) low iron glass BP SW 7005 Pure white Wall Panels w/ Frames at the rear wall; Fabrication and installation of new glass wall panels at the rear and side walls. The glass shall be laminated safety glass. All glass shall be stamped in one corner with an ANSI logo. All glass to have polished edges. The glass shall be mounted using a lightweight aluminum channel system. All panels to be wrapped on all four (4) sides by a 1/8” (.109 thick) stainless steel binder. The finish of the binder shall be satin #4. All glass to conform with ASTM standards. Reveals-Satin Stainless Steel; Fabrication and installation of new 18-gauge stainless steel reveals. The reveals shall be adhered to the cab shell wall above, below and in between all panels and in all corners.

The finish shall be satin. Four-Panel Stainless Steel Ceiling- Satin Finish; Fabrication and installation of a new four-panel stainless steel flat ceiling with lighting as specified. The ceiling shall come equipped with a removable panel that is required for emergency access. The access panel shall be engineered to be as inconspicuous as possible from inside the elevator. The finish shall be satin (#4). 1x2 Square Stainless Steel-clad handrail at the side walls with custom Standoffs; Fabrication and installation of new 1 x 2 square stainless clad handrails. The handrails shall be bolted through the cab shell wall to provide extra stability. The handrail standoffs shall be 1” x 1 ½” round and shall be the removable type. The handrails shall be mounted on the two (2) sidewalls at a height that is consistent with ADA requirements. The finish shall be satin.

b. Contractor shall propose a solution to upgrade the freight elevator for Option Period One (Priced in CLIN 0002AE).

Contractor to include a complete statement of work that includes a complete itemized list of matetials, parts, labor and overhead to completed the freight elevator upgrade.

All orders for elevator cab upgrades must be placed or confirmed by issuance of a Modification. The modification will describe the work to be performed, the time for completion, and the total price for the work. In rare situations the RRB Contracting Officer may issue oral orders, which will be confirmed in writing within five working days.

B. Preventive Maintenance Requirements.

1. The Contractor shall perform preventative maintenance (in accordance with OEM recommendations) on the RRB elevators including inspections and repairs to maintain elevators operational at all times less scheduled maintenance periods. Preventative maintenance is scheduled; remedial/restorative maintenance is unscheduled.

2. All preventive maintenance scheduled for each month must be completed during that month. Requests by the Contractor for deviations from the approved schedule must be submitted with appropriate justification to the COR for approval.

3. The Contractor shall maintain the elevator speed in feet per minute, the elevator performance time, including acceleration and retardation, as stated in Exhibit 1. The contractor shall perform the necessary adjustments and tests as required to maintain the desired

Document Number: 60RRBH22Q0006 PROCESSED Page 17 of 38 door speeds opening or closing, the door open time and closing forces within the limits of the American National Standard Safety Code for Elevators and Escalators. (This may change over time by code, or needs of the RRB.) (See Exhibit 1)

Measurements of elevator speed, door operating times, door pressure, floor to floor performance times, leveling accuracy and elevator group operation shall be the governing factors in determining the adequacy of the elevator maintenance services. Any deviations from the specifications mentioned above and included in Exhibit 1 must be approved by the COR.

4. All scheduled work that requires an elevator to be taken out of service shall be coordinated with the COR and the Contractor shall report to the COR the status of elevator equipment or systems not operating due to uncompleted work by the close of each workday.

Any equipment or system not operational by the official start time of the occupants shall be reported to the COR no later than 8:00 a.m. that day. The Contractor is responsible for the installation of signs and/ or barricades as related to equipment and/or systems as deemed necessary by the COR. In the event an elevator is shut- down, an "Out of Service" sign must be placed at each call button on all floors when the elevator is the only one servicing that area.

C. Exclusions

1. The Contractor shall be responsible, effective day one of the contract, for all elevator maintenance that falls within the scope of the contract. The Contractor shall not be responsible to correct any mechanical deficiency outside the scope of the contract under the basic services. This does not exempt deficiencies from coverage under this contract that developed or were caused prior to the contract effective date. The upgrading of elevator equipment to meet changes in code requirements is not within the scope of the requested elevator maintenance services.

2. The Contractor shall not be required to make repairs made necessary by reason of negligence or misuse of the equipment by persons other than the Contractor, his representatives and employees, or any other cause beyond the control of the Contractor, except ordinary wear and tear.

3. Other items excluded are stationary architectural features including floor coverings and refinishing cab interior panels, underground piping, car and \revisions to the elevator drawings and/or specifications and submit a copy of the revisions of the drawings and/or specifications to the COR. All parts or components installed, or improvements made, by the Contractor during the term of this contract shall become and remain the property of the Government.

D. Performance Requirements Summary

1. Failure to meet any of the below performance standards for more than 2 months within a year shall be grounds for contract termination unless stated otherwise.

a. Performance Objective: Scheduled and Preventive Maintenance/Inspections Performance Standard: Safe and continuous operation of elevators Acceptable Quality Level (AQL): 95% Monitoring Method/QA: COR will review inspection reports and service calls, and PM logs. Disincentive: 10% deduction from monthly services invoice for failure to meet AQL

b. Performance Objective: Safety Test Performance Standard: ANSI/ASME A17 Acceptable Quality Level (AQL): 100% Monitoring Method/QA: Test Results/Reports from Contractor or Independent Inspector Disincentive: Failure to correct within 30 days - Termination of contract

c. Performance Objective: Emergency Service Calls Performance Standard: Response time Acceptable Quality Level (AQL): 98% Monitoring Method/QA: COR will review service call log Disincentive: 10% deduction from monthly services invoice for failure to meet AQL

d. Performance Objective: Report of Services/Documentation Performance Standard: Specified reports, logs, checklists are complete, accurate and up to date Acceptable Quality Level (AQL): 95% Monitoring Method/QA: COR will monitor documentation on a routine basis Disincentive: 5% deduction from monthly services invoice for failure to meet AQ

2. Experience Requirements:

a. Supervision: The Contractor shall arrange for satisfactory supervision of the contract work. The Contractor or his on-site supervisors shall be available at all times when the contract work is in progress to receive notices, reports, or request from the Contracting Officer or the COR.

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b. Qualifications of the Supervisor: The supervisor responsible for the management and scheduling of work to be performed under this contract shall possess, prior to their employment as supervisor on this contract, at least four (4) years of recent (within the last 6 years) experience in the supervision of mechanics involved in the operational and maintenance of the type of elevators to be maintained under this contract.

c. Qualifications of Elevator Mechanics: All maintenance personnel directly engaged in the work to be accomplished under the contract shall possess, prior to their employment in a journeyman mechanic’s capacity on this contract, at least 4 (four) years of recent (within the last 6 years) experience in the operations and maintenance of the kind of elevators to be maintained under this contract. All elevator mechanics engaged in the contract activities specified herein must be of a journeyman status as recognized by the industry and be licensed by the state, local authority, and/or the city local authority in those trades, crafts or professions which require licensing by such jurisdictions. The license must be of a grade or to the level consistent with the requirement of the work being performed and/or as established by the referenced jurisdictions. A copy of the license for each of the Contractors’ proposed employees shall be furnished to the COR no later than five (5) business days after award.

d. Each option period, if exercised, the Contractor shall provide (prior to commencement of work under the option year of the contract) detailed resumes containing sufficient information to demonstrate compliance with the requirement above. The detailed resumes shall be submitted to the Contracting Officer and COR for approval. In addition, detailed resumes shall also be submitted prior to the assignment of any new or replacement personnel to the contract, for approval by the COR. The ONLY exception shall be for any emergency services. In such cases, resume(s) shall be provided within five (5) business days of the completion of the emergency service.

E. Contract Equipment and Elevator Inspections

1. The Contractor shall be responsible for providing a qualified employee, who is familiar with the equipment, to accompany and assist the USRRB Contract Elevator Inspector for the semiannual safety inspections of all elevators as re-quired by the latest edition of ANSI/ASME, A-17.1. The contractor shall provide a mechanic during the regular working hours of the elevator trade. Time spent by the contractor for these inspections are to be considered a part of the maintenance time allotted.

a. Except for group supervisory control system tests or other tests on elevators and emergency service herein provided for, all work shall be performed during normal working hours. Only when so authorized by the COR or the Contracting Officer may any portion of the work other than emergency service be performed outside of normal working hours.

b. The Contractor shall be responsible for the correction of all listed deficiencies within the scope of the contract by the date specified by the COR. Any deficiencies marked "emergency" must be corrected im mediately. When all listed deficiencies have been corrected the Contractor shall sign and date the inspection report and return it to the COR.

2. The Contractor shall be responsible for testing and maintaining the fire alarm capturing device. This testing shall be conducted quarterly unless more frequent testing is required by state or local code. Quarterly testing shall be performed by the contractor during the 1st, 4th, 7th and 10th months of each contract year. Such tests shall not interfere with the normal operation of the building and will be performed as part of the allotted maintenance time under basic services.

3. The Contractor shall perform the following services at intervals specified in the American National Standard Safety Code for Elevators. The Contractor shall furnish personnel to perform the one (1) year, and the five (5) year safety load test, (including weights), at no additional cost to the RRB. Scheduling of all tests will be handled through the COR. The yearly car safeties, governor and oil buffer tests and inspections shall be complied with as per A17.1 and this specification, in the presence of the COR and his/her representative.

4. The five (5) year safety and buffer tests are required by the American National Standard Safety Code for Elevators, (A17.1) and shall be performed by the Contractor. Tests shall be completed on all applicable elevators within the con- tract period as scheduled with the COR. The last 5-year load test was performed in July 2021 on the passenger elevators. The date of the last 5-year load test on the freight elevator was in July 2021.

5. The Contractor shall check the Group Automatic Operation system annually and make necessary tests to ensure all circuits and time settings are properly adjusted and the system performs as designed and installed by the manufacturer.

6. Refer also to Reports (Subsection G. of this section) for detailed information on reporting requirements for all inspections.

7. A file of all inspections conducted by the Contractor and the corrective action taken shall be maintained and made available to the Government during the term of the contract.

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F. Supplies, Materials, Property, Equipment and Replacement Parts

1. The Contractor shall furnish all supplies, parts, and materials necessary to perform cleaning, maintenance, inspection, repairs or replacements to elevators, equipment, appurtenances and accessories including but not limited to; hoist machinery, traveling cables, motor generators, controllers, silicone control rectifiers (SCR’s), transformers, rectifiers, bearings, brake magnet coils, brake assembly, brake shoes, brushes, windings, commutators, rotating elements, contacts, coils, resistors for operation and motor circuits, magnet frames, telephones, cams, car door and hoisting door hangers, tracks and guides, door operating devices, interlocks and contacts, interior cab lighting, hatch lighting (minimum 22 watt illumination), pit lights, bulb replacement in signal system, cover plates, position indicator glass and all other elevator signal and accessory equipment. The Contractor is responsible for replacement of all machine room light bulbs or tubes, hatchway and pit receptacles and light sockets. Particular attention shall be given to maintaining all emergency lighting units in an operable condition. Perform five-year full load test. (The last five-year load test was per- formed in July 2021 on the passenger elevators. The date of the last 5-year load test on the freight elevator was in July 2021.) The Contractor shall also furnish the following parts, which support the new equipment and components in- stalled on the recently renovated passenger elevators.

a. Control System: Power supply, digital drive, and card rack and microprocessor boards. The specific components include relay interface boards, relay pilot board, power supply board, digital drive unit, motion adapter boards, main control board, brake control board, brake control panel, normal/emergency terminal speed limit control, control power transformer, brake transformers, overload relay control, MSU board, parallel input/output boat board, serial input/output board, CPU board, specific microprocessor card racks for calls, common control interfaces and other contract specifications.

2. The Contractor shall have available on-site at the building, Section III.F.6(d), where the contract work is to be performed, a stock of replacement parts of the type, brand and capacity specified for the building where the elevator maintenance services are to be performed. It is vitally necessary that replacement parts be available on-site from the first day of the contract, to ensure that elevator service will not be subject to interruptions and stoppages. Parts shall remain the property of the elevator Contractor. The Contractor shall own and store at the building where the work is to be performed, an adequate supply of spare parts to be maintained at all times to ensure prompt preventative maintenance and repair service. The Contractor shall also replenish the stock as used.

3. The Contractor…