A04-SOW-THRI_Assessment.docx

SCOPE OF SERVICES

PROVIDE ENVIRONMENTAL CLIMATE ASSESSMENT FOR ANSLEY WILCOX HOUSE

Theodore Roosevelt In National Historical Park

I. INTRODUCTION

This project will, through testing and analysis services, assess the quality or deficiency of the interior environment of Ansley Wilcox House with respect to impacts on architectural finishes and other historic fabric; taking into account the configuration and capabilities of the building envelope, existing mechanical systems, building operations, future collections, and localized climatic and air quality characteristics. The assessment will analyze conditions of each and propose reasonable/appropriate and sustainable approaches to lessening identified adverse impacts on collections, architectural fabric, and operations.

II. BACKGROUND

The home that is now the Theodore Roosevelt Inaugural National Historic Site was originally built as officers quarter located along Delaware avenue. By 1846, The Barracks were abandoned and became a private residence in 1847. Prior to NPS taking over the ownership in 1966, the Ansley Wilcox house had multiple private owners and underwent multiple rehabilitation to accommodate owner’s usage such as restaurant. In 1971, restoration of the house was performed based on a comprehensive feasibility study. Expansion of admission area, a new museum, artifact storage space and utility upgrade/installation were completed.

The Wilcox House consists of four sections: the original building, constructed circa 1835- 1840; the west portico, constructed circa 1865; the east addition, constructed in 1896; and the north addition, constructed in 1938. The original building is a two- story brick structure containing a basement, two stories, and a finished attic. It has a gable roof with four chimneys; the west gable end is the front of the building. This part of the house is constructed of wood framing with interior wood supports and exterior load- bearing masonry walls, generally conforming to Uniform Building Code Type V construction. The structural frame is divided into a center bay approximately 10 feet wide, which is flanked by north and south bays, each of which is approximately 16 feet wide. Framing members include sawn wood primary beams roughly 8 inches square that run east/west. Secondary joists measuring 11 x 2 ¾ inches run north/south and bear on the primary beams.

The west portico is a two- story open porch consisting of a raised wooden deck supported on brick piers and covered by an extension of the original building's gable roof. This roof extension overhangs the west facade of the original building and is supported on a series of staved wood columns. Above the open deck and under the portico roof are two interior rooms that adjoin the attic of the original building.

The east addition is a two- story brick structure with basement, two stories, and partially finished attic. It is covered by a gable roof running east- west, with cross gables facing north and south and five chimneys. The east addition is constructed of wood framing with interior iron and masonry supports, exterior load- bearing masonry walls, and fire- resistant wood "millconstruction" framing the first floor, generally conforming to Uniform Building Code Type IV construction.

The north addition is a two- story brick structure with first- story concrete slab on grade, second story, and flat roof. The addition is constructed of wood framing with interior wood supports and exterior load- bearing masonry walls, generally conforming to Uniform Building Code Type V construction. The north wall of the addition consists of the south wall of the former carriage house, covered on the exterior by a layer of face brick added in 1938 when the carriage house was demolished.

The Ansley Wilcox House has multiple units that are in different conditions. Some are operatable, some are not working property to meeting the current occupancy classification, and few of the units are not operating. Ultimate goal for NPS is to consolidate the HVAC as much as possible and upgrade to meet the current needs as well as codes.

Basement Floor Plan

III. STATEMENT OF WORK OF ENVIRONMENTAL PRESERVATION SERVICES

This Scope of Work requires targeted systems-wide assessments (envelope, mechanical, electrical, plumbing) based on building drawings and visual inspection, environmental data gathering, testing, and analysis to fully understand the ability of existing systems to influence and contain the environment as it relates to the preservation of the historic structure and potential exhibitions contained within.

Taking all these factors into account, the assessment will ultimately propose what environmental parameters can reasonably be maintained given systems and operational limitations; and what quality of environment is ultimately needed to ensure long-term viability of the architectural fabric and the collections within. The assessment will conclude with recommendations and cost estimates for improvement of identified deficiencies.

IV. GOVERNMENT RESPONSIBILITIES

1. The National Park Service is responsible for providing access to the site to qualified contract proposers. Potential contractors must make an appointment with the park to view the site.

2. The government shall facilitate contacts between the contractor and any other contractors or park staff working at the site to insure access to work areas during work.

3. Park is responsible for monitoring contract work and ensuring that historic fabric and integrity of the buildings are protected and secure during survey/analysis work.

4. The NPS will provide the following:

· HSR 2006

· 2007 Carriage House Additions and Renovations to the Theodore Roosevelt Inaugural National Historic Site

· Historic Furnishings Report-Ansley Wilcox house and Its Furnishings 1989

· THRI Climate Futures Summary 2024

· Collection Storage Plan THRI 2006

V. CONTRACTOR RESPONSIBILITIES

Following contract award, services are divided into two phases: Building Assessment and Environmental Monitoring Study.

A. Building Assessment

Site Meeting #1

1. Meet with park stakeholders (facilities staff, museum staff, interpretative staff). Record all occupation and operating protocols and observed issues.

2. Coordinating with park staff, determine appropriate placement and deploy additional temperature/relative humidity, air particulate, IPM, and/or dust monitors where future exhibitions are planned.

3. Assessment and analysis of the building and potential exhibition and/or storage environments based on building drawings and visual inspection, including any risks for water damage/flooding, appropriate envelope capacity relative to desired environmental control, lighting, and structural improvements to date.

4. Assessment and analysis of the mechanical system, based on mechanical drawings, visual inspection, and analysis of available environmental data.

Based on the onsite assessment and any supporting documentation, the deliverable for Base Proposal will be a final written report.

B. Environmental Monitoring Study

1. Analysis of the available environmental data for collections preservation, including assessment of risk for chemical and mechanical degradation, potential for mold growth, light damage, and long-term preservation of materials.

2. Documentation of any use of stand-alone equipment (dehumidifiers, air filtration, etc.).

3. Documentation of airflow in the building; review current park ventilation protocols (i.e. opening and closing windows and doors).

4. Review data from air particulate, dust and IPM monitoring.

5. Conduct periodic communication with site staff to review gathered data and project updates.

Site Meeting #2 Final meeting with project team to review the data analysis and report findings and discuss recommendations for future action.

1. Update existing conditions on drawings reflecting observed system configurations (building envelope, and mechanical.

2. Recommend operational set points for the existing mechanical system

The deliverable for Phase 2 would be a final written report with analysis of both the Building Analysis and Environmental Monitoring Study, including recommendations for alterations/changes to the existing system, environmental setpoints, and ventilation strategies.

VII. PAYMENT SCHEDULE

Vendor may bill after completion of Base Assessment: 50% Upon approval of the Base Report: 50% Upon completion of all testing and analysis including submission of Final Report: 100%

VIII. PERIOD OF PERFORMANCE

Within 30 days of contract award: Complete Site Meeting #1.

Within 60 days of contract award: Coordinating with park staff on placement and deployment of monitoring equipment.

Within 75 days of contract award: Submit Base Report.

Within 85 days of contract award: NPS and Park review of Base Report.

Within 3 months of contract award: Site Visit #2, if required.

IX. MINIMUM QUALIFICATIONS AND CRITERIA

Contractor Qualifications

· The contractor must be a specialist in environmental preservation of historic buildings.

· The contractor must have at least 10 years of experience as preservation environment specialist.

· The contractor must have personal liability insurance for their business.

X. SELECTION CRITERIA

1. Experience: Demonstrated experience and proven record in undertaking similar studies for: historic house museums, understanding historic structures and fabric and the effects of the environment on the historic fabric, understanding museum collections housed within historic structures and how they respond to changing environments, to understand and recommend specific mechanical systems and equipment appropriate in historic structures and in museum settings and to design collection of and derive behavioral trends from environmental and envelope testing data within the last 5 years.

2. Past Performance: Consultant should submit at least two projects that indicate successful performance in Experience Factor 1 within the past 5 years.

3. Technical Approach: Demonstrated ability to provide the required services based upon the adequacy, feasibility, and soundness of the proposed technical approach and methodology to be used to accomplish the required work. Provide description of approach to the project goals and objectives.

4. Key Personnel: Principal Investigator for project must have demonstrated education, knowledge, skills and experience of contractor, assistant, and other assigned personnel for use under this project. Include resume for each individual that describes their specific qualifications and experiences related to the work required under the contract.

5. Price: Factors 1-4 (60%) outweigh Price Factor slightly (40%).

X. CONTACTS:

CONTRACTUAL

TECHNICAL

Contracting Officer’s Representative (COR)

TBD

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