A04_Statement_of_Work.pdf

Construction Services

Contract Statement of Work HVAC System Replacement & Relocation BLM Fire Crew Quarters Jordan, Montana

Eastern Montana / Dakotas District 111 Garryowen Road Miles City, MT 59301

7 April 2023

US Department of the Interior Bureau of Land Management National Operations Center Architecture & Engineering Branch (OC-671)

Jordan CQ Furnace Replacement

Construction Statement of Work 28 April 2023

TABLE OF CONTENTS

1.0 OVERVIEW

1.1 Project Background and Scope

2.0 DESCRIPTION OF TASKS

2.1 Scope of Work

3.0 PROJECT REQUIREMENTS

3.1 General Requirements

3.2 Schedule

3.3 Fire Protection

3.4 Utilities

3.5 Project Close-Out

3.6 Facility Performance

4.0 DELIVERABLE & SCHEDULE

4.1 Kickoff Site Visit

4.2 Submission of Contractor’s Scope of Work

4.3 Construction

5.0 PERIOD OF PERFORMANCE

5.1 Contractor Schedule

5.2 Estimated Start and Completion Dates

6.0 PROPOSAL, FEE, PAYMENT & BUDGET

6.1 Fee & Payment

6.2 Price Proposal Format

7.0 CONTACTS

7.1 Contracting Officer (CO)

7.2 Contracting Officer Representative (COR)

7.3 Montana/Dakotas State Office Engineer

7.4 BLM Engineer

ATTACHMENTS

Attachment A: Scoping Drawings Attachment B: D30 HVAC Performance Specifications Attachment C: Original 2005 Construction Drawings Attachment D: Mechanical Drawings with HRV Included Attachment E: BLM Building Codes and Standards (April 1, 2023)

Construction Statement of Work 28 April 2023

1.0 OVERVIEW

1.1 Project Background & Scope:

This project consists of relocating HVAC equipment from the building crawl space to the Mechanical Room at the Bureau of Land Management (BLM) Crew Quarters in Jordan, Montana. The Crew Quarters are located within the BLM Jordan Fire Station complex at 130 Brusett Road, Jordan, MT 59337.

Relocating the HVAC equipment to the Mechanical Room will remove the need to enter a confined space (the crawl space) to maintain the equipment.

The project scope will be based on the information contained in this Statement of Work, including all attachments, and specifically shall adhere to the BLM Building Codes and Standards (Attachment E).

The building is currently served by two separate HVAC systems as shown in the Mechanical Drawings provided in Attachment D. Each system is comprised of a split system air-conditioning unit with electric resistance heat and a heat recovery ventilator. The existing units as well as the supply and return ductwork are located in the facility’s crawl space.

A 2021 BLM CASHE (Compliance Assessment – Safety, Health & the Environment) audit found that the existing units were located in a “confined space” as defined by OSHA, and as a result need to be relocated to a habitable space.

The existing split-system air-conditioners shall be removed and replaced with air-to-air heat pumps with outside units and indoor fan coils (FC), each with electric resistance heat and a heat recovery ventilator

(HRV).

• All four pieces of equipment shall be installed in the existing Mechanical Room.

• The ductwork serving the existing units shall be removed and reconfigured to connect the new heat pump fan coil units in the Mechanical Room to the existing ductwork in the crawl space and the HRV units to the four connections required on each HRV (illustrated in the project’s Scoping Drawings in Attachment A) . Intent is for HRV intake and exhaust ducts to reconnect to existing ductwork at the Mechanical Room ceiling. Attic HRV ductwork and roof penetrations to remain in their present configurations.

• Route FC and HRV condensate to the floor drains by the water heaters.

• Relocation of the equipment to the Mechanical Room and the door relocation will require other work to complete the project such as relocating wall switches, wall mounted items including, but not limited to relocating fire extinguishers, the Mechanical Room floor supply air connection, and the hallway return air connection currently located in the area proposed for the door replacement.

• The Scoping Documents (Attachment A) show a layout that maintains the use of the crawl space access hatch in the floor. While there won’t be serviceable equipment located in the crawl space after the completion of this project, BLM requires the crawl space hatch remain usable.

In addition to the installation and coordination of the new HVAC system, the contractor shall provide systems training and commissioning to BLM site personnel.

All work related to the scope of this contract shall be performed under a single contract.

Construction Statement of Work 28 April 2023

2.0 DESCRIPTION OF TASKS

This Contract includes all construction services and project coordination necessary to complete the work outlined in the project Contract Documents.

2.1 Scope of Work:

a. Pre-Construction:

1) Attend on-site Pre-Construction meeting with designated BLM project managers and applicable subject matter experts to review existing project conditions, expectations, contract documents, and review contractor questions and concerns prior to commencement of construction / material acquisition.

2) Contractor’s Scope of Work submittal

3) Verify new equipment’s MOCP and MCA ratings.

b. Demolition:

1) Remove Fan Coil Unit 1 (FC-1), Fan Coil Unit 2 (FC-2), Heat Recovery Ventilator 1

(HRV-1), and Heat Recovery Ventilator 2 (HRV-2) from the crawl space.

2) Remove existing Condensing Unit 1 (CU-1) and Condensing Unit 2 (CU-2) from the building exterior.

3) Remove refrigerant and refrigerant lines between the indoor and outdoor HVAC units.

4) Remove temperature and HRV control devices in occupied areas of the facility.

5) Remove FC supply and return ductwork in crawl space as needed.

6) Remove all HRV ductwork from crawl space. Repair duct locations where HRV ventilation air connection to return air duct has been removed.

7) Remove portions of HRV ductwork in the Mechanical Room as needed. Existing return air intake grilles located in the living room and hallway should remain.

8) Create floor openings (four) in the Mechanical Room for replacement fan coil unit ductwork.

9) Remove FC-1, FC-2, HRV-1, and HRV-2 condensate drainage systems from crawl space. Patch, repair, and seal sanitary waste piping in crawl space where condensate drains from FC-1 and FC-2 connect.

10) Remove existing electric panel front.

11) Determinate and remove existing 125A and 150A ED style breakers from panel CQ3.

Save breakers for reinstallation.

12) Determinate circuits at existing FC-1 and FC-2.

13) Determinate whip from outdoor condenser units CU-1 and CU-2.

14) Verify MOCP ratings of new equipment to match existing breakers. If reduced, remove associated breakers. If existing breakers do not meet MCA of new equipment, replace circuits with appropriately sized wire.

15) Remove and retain for reinstallation the existing door and frame between the Hall and Mechanical Room.

16) Remove the existing attic access ladder.

17) Demolish portion of wall between Hall and Mechanical Room as necessary for new door installation.

18) Demolish portion of ceiling in Hall for installation of new attic access hatch.

c. New Construction:

1) Install new heat pump Fan Coil Units, and associated ductwork, piping, and electrical lines in the Mechanical Room.

2) Install new Heat Recovery Ventilator Units and associated ductwork, piping, and electrical lines in the Mechanical Room.

3) Install new ductwork in the crawl space and Mechanical Room to connect the new Fan

Coil Units in the Mechanical Room to the existing supply and return ducts in the crawl space as needed.

4) Install new temperature control devices in occupied areas of the facility – utilize existing wall locations and wiring as allowable.

Construction Statement of Work 28 April 2023

5) Install new Condensing Units CU-1 and CU-2 outside at current condensing unit locations. Replace condensing unit equipment pads if unit mounting connections are overhand existing pad.

6) Install new junction box in crawl space at previous FC-1 and FC-2 locations.

7) Extend circuits into area above with sufficient length to terminate on final FC-1 and FC-2 locations. All conductors shall be copper. Aluminum or copper clad conductors will not be acceptable. If existing furnace conductors are aluminum, replace entire branch with copper wiring.

8) Extend HRV receptacle circuit to new HRV locations and install new outlet receptacles in new locations.

9) Terminate existing whips on new outdoor condenser units CU-1 and CU-2.

10) If reduced, replace circuit breakers for new equipment with manufacturer specified

Maximum Overcurrent Protection rating.

11) Terminate circuits on new FC-1 and FC-2 units.

12) Install new, proper bus connector kit and reinstall ED style breakers or install new breakers to reduced MOCP rating.

13) Replace panel front with new proper covering and include blank filler plates to cover open space as necessary.

14) Commission installed mechanical systems per Specification 01 91 00 “Commissioning” found in Attachment B.

15) Install previously-removed door in new location between Hall and Mechanical Room.

16) Install new painted drywall panel and 1x4 trim at old attic access panel location.

17) Frame, patch, and paint wall constructed in original door opening into Mechanical Room.

Patch trim and flooring as necessary.

18) Install new attic access panel in Hall.

Construction Statement of Work 28 April 2023

3.0 DELIVERABLES & SCHEDULE

3.1 General Requirements:

The project will consist of the replacement and upgrade of the existing HVAC equipment as outlined in the Description of Tasks in this Statement of Work. The following are general requirements:

1. Examine the work area prior to construction to ensure that all materials and dimensions are verified and that the Scope of Work aligns with the project program as outlined in this Statement of Work.

2. Minimize noise generation during construction.

3. Employ processes that ensure the generation of as little waste as possible.

4. Trailers, storage, and/or staging area locations shall be approved by the Government.

5. Secure work area and provide for continued access to the facility.

6. Parking of vehicles shall be limited to existing parking areas and within approved staging areas as agreed upon by Government staff and the Contractor.

7. The Contractor shall stop work on any item or feature pending satisfactory correction of any deficiency noted by the Government.

8. Temporary materials may be new or used, but must be adequate in capacity for the required usage, must not create unsafe or unsecure conditions, and must not violate requirements of applicable codes and standards.

9. Coordinate access to the facility’s restroom and water facilities with Government staff.

10. Confine all operations to work limits of the project.

a. Work limits are the crawl space, Mechanical Room, spaces adjacent to the Mechanical Room.

11. Protect persons, motor vehicles, surrounding surfaces of building, building site, plants, and surrounding buildings from harm resulting from alteration work.

a. Contain dust and debris generated by alteration work, and prevent it from reaching adjacent surfaces or spaces.

b. Protect existing materials, including floors along hauling routes, with temporary protections and construction.

12. Keep project neat, orderly, and in a safe condition at all times.

13. When inclement weather is expected, provide temporary protection as applicable.

14. Smoking is not permitted within the building or within 25 feet of entrances and operable windows

15. Deliver, store, and handle products using means and methods that will prevent damage, deterioration, and loss, including theft. Comply with manufacturer's written instructions

3.2 Schedule

1. When contract modifications or changes are initiated, delays are experienced, or the

Contractor desires to revise the project schedule, the Contractor shall submit to the Government a written time impact analysis illustrating the influence of each modification, change, delay or Contractor request on the contract time.

2. Coordinate regularly with government staff on permissible hours of construction, as well as anticipated down-time for doors and heating or cooling so that Government staff may plan accordingly.

3. All work shall be conducted in the facility’s offseason as determined by the Government.

4. The work shall take place during days of the year in which a functional HVAC system is not necessary to maintain comfortable temperatures throughout the facility – these days are to be agreed upon by the Government and the Contractor. Provide temporary heating system inside the crew quarters to provide minimum 65 deg F indoor conditions if demolition and installation occur during cold weather.

3.3 Fire Protection

1. Observe and enforce standards of fire prevention. No open fires shall be allowed.

Construction Statement of Work 28 April 2023

2. Take all necessary precautions to prevent fire during construction. Do not store flammable or combustible liquids in existing structures. Provide adequate ventilation during use of volatile or noxious substances.

3. Smoking within buildings is prohibited.

3.4 Utilities

1. Disruptions of electrical services to the facility shall be kept to a minimum. The Contractor shall coordinate with Government staff to ensure that electrical work will not interfere with facility operations, unless approved by the Government.

3.5 Project Close-Out

1. Upon completion of project construction, the Contractor shall furnish operating instructions for all equipment and systems. Include wiring diagrams, control diagrams, operation, shutdown, safety precautions, procedures in case of equipment failure and other items of instruction recommended by the manufacturer.

2. Before scheduling the final inspection with the Government, remove all tools, equipment, surplus materials, and rubbish. Restore or refinish any surfaces that are damaged due to work of this contract to original condition. Remove grease, dirt, stains, foreign materials, and labels from finished surfaces. Thoroughly clean workspace interiors. Pick up and remove all construction debris from the site. At the time of final inspection, project shall be thoroughly clean and ready for use.

3. Before submitting a request for the final inspection, submit the following:

a. Spare Parts and Materials.

b. Operation and Maintenance Data.

c. Special tools (as applicable).

d. System Demonstration and Training/Commissioning

1) Startup: Perform and document initial operation of equipment to prove that it is installed properly and operates as intended according to manufacturer's standard startup procedures, at minimum.

e. One electronic set of operation and maintenance data to the Contracting Officer’s Representative for review. Data shall include manufacturers’ standard literature, equipment data sheets, vendor-furnished as-built drawings, warranties, and subcontractor list.

4. System Demonstration and Training: Train designated personnel in adjustment and operation (including seasonal and emergency operations, if applicable), maintenance, and safety requirements of equipment and systems.

5. Acceptance of Work: After all deficiencies have been corrected, the Government shall issue a Letter of Final Acceptance.

3.6 Facility Performance

1. All work performed shall comply with applicable laws, regulations and BLM Building Codes and Standards.

2. The Contractor shall identify actual brand name products used for every product.

3. The Contractor shall provide manufacturer’s product literature for each brand name product.

4. The Contractor shall provide the manufacturer’s certification that the product used on the project complies with BLM Building Codes and Standards.

5. All constructed and installed items shall have a warranty of a minimum of two (2) years from

Letter of Final Acceptance.

Construction Statement of Work 28 April 2023

4.0 DELIVERABLES & SCHEDULE

The following deadlines are intended to provide a schedule guideline for the project. Deliverable deadline dates are defined by “Calendar Days Into Performance”, with the first day starting upon the Notice to Proceed (NTP).

4.1 Kickoff Site Visit

(1-10 calendar days into performance):

The contractor shall attend a site visit at the Jordan Crew Quarters, which shall include the following:

● Review and discussion of project scope, deliverables, and schedule.

● Review of Government provided materials.

● Site familiarization tour.

● Establishment of Contractor staging areas.

● Use of site facilities, including but not limited to: Restrooms, site security and conduct (badges, contractor ID on vehicles, no smoking, etc.).

4.2 Submission of Contractor’s Scope of Work

(10-20 calendar days into performance):

Provide electronic copy of the Contractor’s Scope of Work document for the government to review. Allow the Government up to 15 calendar days for review and comment. The Contractor shall attend a meeting via Microsoft Teams with the BLM to discuss and review the Scope of Work. Upon approval, Contractor shall move forward with the project construction. Include the following items in the Scope of Work:

• Description of proposed work to be performed under the contract, including breakdown of labor and material.

• Product specification sheets of proposed products, including manufacturers, product model numbers, and quantities.

• Schedule of (dollar) values based on the Contract price. Breakdown into component parts of construction work for which progress payments may be requested.

• Project schedule, including anticipated duration of construction as well as days and times when work shall be completed.

• A list of subcontractors for this project and their contact information.

• Written statements from subcontractors certifying compliance with applicable labor laws and standard clauses.

• Evidence of liability insurance coverage and workmen’s compensation for the Contractor and all

Subcontractors.

4.3 Construction

(20-120 calendar days into performance):

Construction shall not begin until the Government has approved the Scope of Work submittal.

Construction shall include all Tasks outlined in Section 2.0 of this Statement of Work and shall meet all Project Requirements outlined in Section 3.0 of this Statement of Work. While the Construction period of performance is listed as 20-120 calendar days into performance, the Construction shall be conducted within a window of no more than 20 working days. The dates of Construction within the period of performance window shall be agreed upon by the Contractor and the Government prior to commencement of work. Crew Quarters will be occupied by seasonal employees until mid-September.

Contractor should plan for on-site construction demolition and installation work to start after employees have departed.

4.4 Project Close-Out

(20-120 calendar days into performance):

Project Close-Out shall occur directly after completion of project Construction and shall be completed within the 120 day period of performance.

Construction Statement of Work 28 April 2023

5.0 PERIOD OF PERFORMANCE

5.1 Contractor Schedule:

Upon award, the Contractor shall submit to the BLM a schedule of performance with notable milestones and review periods for BLM approval.

5.2 Estimated Start and Completion Dates:

Estimated construction start date: September 2023 (date is tentative pending actual contract award date) Estimated completion date: November 2023 (date is tentative pending actual contract award date)

6.0 PROPOSAL AND PAYMENT

6.1 General:

All costs associated with the work including overhead, profit, subcontractor costs, meetings/travel described herein, and all other associated costs to provide a finished product per this Statement of Work shall be included within the fee proposal. This contract is Firm Fixed Price.

6.2 Payment:

Pay invoices are to be emailed directly to the Contracting Officer’s Representative for review before submitting formally. Applications for payment should include the amount requested as a percent complete a Schedule of Values for the work. Applications for payment may include materials and equipment purchased or fabricated and stored, but not yet installed if the schedule of values has that work broken out. Recommend providing separate line items in the schedule of values for initial cost of materials and for total installed value of that part of the Work.

Construction Statement of Work 28 April 2023

7.0 CONTACTS

7.1 Contracting Officer (CO):

Rebecca Undlin Bureau of Land Management Montana/Dakotas State Office 5001 Southgate Drive Billings, MT 59101

PH: (406) 351-1301

rundlin@blm.gov

7.2 Contracting Officer Representative (COR):

Joshua Helm, PE Bureau of Land Management | Montana/Dakotas State Office 5001 Southgate Drive Billings, MT 59101

PH: (406) 671-6508

jhelm@blm.gov

7.3 BLM District Engineer POC:

Tanner Cahill

Bureau of Land Management | Eastern Montana/Dakotas District Office 111 Garryowen Road Miles City, MT 59301

PH: (406) 233-2818

tcahill@blm.gov

7.4 BLM NOC Engineer:

Kimberly Paulson, PE

Bureau of Land Management | National Operations Center (NOC) Denver Federal Center, Bldg. 50 Denver, CO 80225

PH: (425) 465-3374

kapaulson@blm.gov

End of Document