Attachment_3_R5_HVAC_Renovation_Design_SOW_Final.docx

Solicitation No. AG-91S8-S-17-0013 Attachment 3 – Statement of Work HVAC Design US Forest Service Region 5 Building

R5 HVAC Renovation Design – Statement of Work General Scope The A-E shall perform professional architectural and engineering services such as planning, investigation, study, surveying, design, and provide labor and materials to accomplish the work specified in this contract. The A-E shall be responsible for all travel and lodging arrangements and expenses involved in the performance of work under this contract. The A-E shall furnish the US Forest Service (USFS) with complete and usable products to include: planning documents, investigative reports, study reports, design analyses, project drawings, technical provisions (specifications), equipment layouts, cost estimates, submittal registers, quality assurance plans, construction bidding amendments (resulting from design omissions), construction contract modifications (resulting from design omissions), and other documents required under this contract to provide complete engineering services for Region 5 USFS.

Overview The USDA Forest Service (USFS), Region 5, seeks to contract with a qualified A&E firm to provide Life Cycle Cost Analysis for: (a) Rehabilitation and renovation of the existing HVAC system, (b) Replacement of the existing system with a Variable Refrigerant Flow (VRF) system with Dedicated Outside Air systems, and (c) a third Value Engineered solution, and a recommendation from the three analyses. A new design for the HVAC system will then proceed from one of the three options by direction of the Forest Service. The design should be such that it will be completed in phases to account for the overall smaller Forest Service budget. This project is being funded through energy funds from our national headquarters, so special care should be taken to provide the most efficient system feasible. Work on the project may involve any or all disciplines including, but not limited to: architectural; structural, mechanical, electrical and fire protection engineering; drafting; hazardous materials testing, abatement and remediation; cost estimating; and computer word processing.

Background The Forest Service Pacific Southwest Region (Region 5) Regional Office is the combination of two old concrete Navy buildings joined by a retrofitted atrium space at approximately 122,000 square feet. The building was partially renovated in the late 90s when the building was acquired by the Forest Service in the wake of the closure of the Mare Island Naval Shipyard. The HVAC system is well past its useful life, and has always been an imperfect fit for the building’s current function. The system is mostly original with any pieces being replaced or installed having been so in 1999. The current system consists of:

· One cooling tower

· One working water cooled chiller

· Two boilers directly feeding VAV reheat

· This is the only source of heating

· Four Air handlers

· One AHU serves two floors per wing

· I.e. the fourth floor north AHU serves floors 4 and 3 North, while the second floor north AHU serves floors 2 and 1. This is mirrored in the south wing.

· Several VAV boxes per floor

· One Computer Room AC Unit

· This should be resized for existing load and integrated into the new system if possible.

Administration The USFS Contracting Officer (CO) is responsible for the administration of the contract. No change shall be made in the provisions of this contract without written authorization from the CO. The Region 5 Mechanical Engineer monitors the work and services furnished, and evaluates the performance of the A-E as the Contracting Officer’s Technical Representative (COTR). The COTR is not a CO and has no authority to contractually bind the Government or modify the contract. The CO will issue a Notice to Proceed for each design phase. The Government shall neither approve payment for a design phase nor issue Notice to Proceed for the subsequent design phase until all work under the said design phase is complete and the A-E has provided all of the required documents applicable to the design phase.

Government Documentation The A-E will have all “As-Builts” currently available for the existing building provided to them prior to the start of design. "As-builts", shop drawings, and operation and maintenance manuals that the Government may have are not guaranteed to be either accurate or complete. It shall be the A-E’s responsibility to verify any information or data that is given to them by the Government.

Warranty The A-E shall bring any questions concerning the design to the attention of the Government during the design phase. The A-E shall verify that the final documents have been field checked to eliminate conflicts and interferences and shall provide interpretation of construction documents to clarify any omissions and/or errors to the CO.

· DISCREPANCIES: The A-E shall be responsible for the professional quality, technical accuracy, and the coordination of all design, drawing, specification, and other services furnished by the A-E under the resulting contract. The A-E shall, without additional compensation, correct or revise any errors or deficiencies in design, drawings, specifications, and other services in a timely fashion to avoid construction delays.

· INTERPRETATION: During the construction bidding and the construction periods of the project, the A-E shall be available, at no additional cost to the government, to interpret or clarify his plans and specifications, should questions arise. An appropriate number of hours for this effort may be negotiated with the design contract.

Concept Limitations General information and criteria provided to the A-E shall not prevent the A-E from suggesting or using improved methods and designs with functional or cost-saving advantages.

Government Furnished Materials

· A description of the specific requirements of the investigation and design of this project.

· An estimated construction cost range.

· Access to existing drawings of facilities as needed to perform design.

· Access to the facility as necessary.

Investigation Period A-E investigation services shall include, but not be limited to, participation in the Pre-Investigation meeting and submission of meeting minutes, the planning, study, field reconnaissance, materials testing, site survey and investigation, and work required to obtain the engineering information and data necessary for the accomplishment of this contract. The A-E shall determine the condition and type of existing utility services, structures, pavements, and soils involved in the project design. The A-E shall place particular emphasis on making an accurate estimate of the location and quantity of hazardous materials affecting the project design. The A-E shall perform topographic surveys, prepare documents showing existing conditions, conduct fact finding investigations, collect and review project data and records, create alternative design concepts, preliminary estimates of cost and construction timelines, and prepare and present a written investigation report. The time frame for the investigation period should take no longer than a two-week period.

· Pre-Investigation Meeting: The A-E and Government representatives will meet to discuss the objectives and requirements relating to the investigation. The A-E will have the opportunity to interview appropriate government personnel and request any assistance that may be required. Record the proceedings of the meeting, and submit a written summary report (meeting minutes) to the CO.

· Investigation Report: The A-E shall prepare an investigation report detailing the findings of the investigation and submit it to the CO for approval. Included in this report shall be but not limited to all soil boring logs, site plans, photographs, hazardous materials surveys and test results, documents describing existing conditions prepared by the A-E, inspection results, engineering data, product literature and technical data required to support their findings, etc. required to perform the requested engineering services.

Design Criteria The full replacement of the existing system in phases is desired and a design reflecting this shall be provided by this contract. Explicit pieces of this design include, but are not limited to:

· Design Analyses and Calculations

· The design calculations and analyses for the HVAC systems shall be prepared and submitted for review. The design shall be based on the criteria set forth, the system shall be prepared and submitted for review. The design shall be based on the criteria set forth in this SOW and standard practices and methods used in modern engineering design. The design analyses shall incorporate all computations necessary to properly select and size the components of the HVAC system. The analysis shall also include all other information necessary to clearly express the designer’s intentions, methods, and alternatives considered including the reasoning to support the selected alternatives. Specific elements require design calculations and analyses shall be as agreed to for the project prior to the negotiations.

· Design Documents

· The A&E will be required to complete the design for each project and deliver the submittals to the contracting officer in accordance with the following (the performance period for each phase will be a point of negotiation for each project):

· Design Alternatives, Evaluations, and Recommendation (10%)

· Life Cycle Cost Analysis (LCCA): The design alternatives, evaluations, and recommendations shall include LCCA evaluations of the alternatives considered and a recommendation of the preferred alternative. The LCCA and preferred alternative will be reviewed and a final alternative selected by the Government for full design development. The analysis shall follow the process described in NIST Handbook 135 -Life-Cycle Costing Manual for the Federal Energy Management Program

· Alternatives to be considered are:

· Rehabilitation and renovation of the existing HVAC system

· Replacement of the existing system with a Variable Refrigerant Flow (VRF) system with Dedicated Outside Air systems

· Preliminary Design (35%) The A&E, using the design criteria furnished by the Government, will develop the preliminary design documents (35% design completion) to include, but not necessarily be limited to, the following:

· Key Drawing: Key drawing of the existing buildings, giving general layout and surrounding features and keying all other drawings.

· A scale of 1/4" = 1'-0" (other scales may be used on approval by the COR if warranted by the design situation

· Specifications: The A&E will develop outline specifications covering the total proposed construction, including all Contractor-installed and furnished equipment Materials and equipment alternatives must be specified by an adequate generic description or a performance specification. The document should provide an overview of the work required to complete the project and the types of material and equipment Included In the considered alternatives.

· Design Analysis and Calculations: The A&E shall perform all analyses and calculations necessary to determine the appropriate sizing and configuration of major systems and components. Do not assume that the existing system is appropriately sized.

· Intermediate Design (65%): The 65% design submittal will develop the selected alternative based on Government review comment and include the following documents as applicable:

· General Drawings

· Cover sheet/project location map/index of drawings.

· Architectural Drawings:

· Overall key floor plan 1/8"= 1'-0.

· Electrical Drawings:

· Floor plan scale 1/8" = 1 '-0"; circuiting electrical service to equipment.

· Panel board schedules.

· Electrical details.

· Partially developed single line electrical riser diagrams.

· Fixture and equipment schedules.

· Symbol list.

· Mechanical: Heating and Cooling System

· Floor plan scale 1/8"= 1-0".

· Layout all systems.

· Details.

· Fixture and equipment layout and schedules.

· Sequence of control.

· Sequence of operation.

· Specifications: The specifications shall be at a stage of completion so that the clear intent of the designer in regard to items such as tests, samples, shop cuts, and other submittals is indicated.

· Revised design analyses and calculations.

· Pre-Final Design Documents (95%) The 95% design documents shall represent what the A&E considers a 100% design and shall incorporate all Government review comments from the 65% review and shall specifically include:

· Corrected final design drawing and specification package.

· Schedule of items and construction costs.

· Final design analyses and calculations.

· Final Design Documents (100%) The 100% design submittal shall include all government comments from the 95% review

· All final design documents shall be stamped and signed by the registered professional authorized by the State of California to perform such work, and shall specifically include:

· Specifications

· Design Calculations

· Cost Breakdown

· Material and equipment cut sheets

· Schedule of Values

· Drawings

· A&E shall perform all services required to prepare and furnish two (2) complete sets of construction documents CAD drawings shall be submitted on a CD, DVD or USB flash drive in a format compatible with AutoCAD, latest versions.

· Specifications

· Specifications shall be complete, clear and shall amplify all information shown on the drawings and shall include detailed requirements for materials and equipment. Material items shall be specified using federal specifications or industry standards. The specifications shall be prepared using the Construction Specifications Institute (CSI) Division Format (1-16). The A&E shall develop a statement of major work items and include this outline in the general sections. The outline shall list major items of work in each trade involved. A title page, table of contents and submittal register shall be provided with specifications. For the final project submittal, specifications shall also be submitted on a USB flash drive in Microsoft Word 2013 for Windows compatible format.

· Equipment recommendations

· Cost estimates – prepare a detailed construction cost estimate

· Including any salvage recuperation cost for existing equipment, duct, or piping

· Phasing plan for installation

· Integration with and, if necessary, upgrading of Tridium Building Management system

· Cost analysis of Full Demolition vs Partial Demolition and Abandoning in place of existing systems

· Sealing of existing OA louvers

· Consideration of wall, floor and roof penetrations

· Concrete is usually 1.5 feet thick at minimum with large amounts of rebar throughout (consistent with extreme blast protection?) (?)

· Supply/Return registers

· Remove existing

· Place new where needed

· Place ceiling tile in place of remaining voids

· Ducted Returns only

· Options

· Option to bring drop ceiling to same level, design and cost

· Include sprinkler head relocation/raising.

· Option to seal existing entrances, design and cost

· Option to replace uninsulated entrances with insulated ones, design and cost

· Option for a third alternative LCCA, value engineered to balance construction cost and energy savings, at the discretion of the

The exact configuration is at the designer’s discretion; however, this design should not just be a rehash of existing zoning and capacity. The internal structure and usage has changed ever since US Forest Service building occupation, and this should be considered, and the designer should collaborate with the Forest Service to determine the best fit. Generally, every office space and meeting space should have its own individual climate control, open office space should be zoned to maximize comfort and efficiency. There should be some allowance to accommodate space reconfiguration. Existing drawings will be provided, but are incomplete or incorrect in some places due to errors or changes over time. Field verification will be required.

New system should fully meet current Federal, State, County, and local regulations. The A & E firm shall comply with, but not limited to, Uniform Mechanical Code (most recent edition), International Building Code (most recent edition), National Electric Code (most recent edition), NFPA 101 Life Safety Code, 29 CFR 1926 OSHA Construction Industry Regulations, California Building Code (including California Energy Requirements), and any other appropriate applicable Industry Standards with the most strict code taking precedent.