Attachment 1_FA521521R0004- HVAC RcX SOW.pdf

Attachment 1

CUI//SP-PROCURE

Statement of Work for

Pacific Air Forces (PACAF) Heating

Ventilating, and Air Conditioning

(HVAC) System Retro-Commissioning

Nov 2020

Version 1.2

Vision Statement

1 Introduction

1.1 Mission

1.2 Background

1.3 Scope

2 General Requirements

2.1 Non-Personal Services

2.2 Business Relations

2.3 Contract Administration and Management

2.3.1 Contract Management

2.3.2 Contract Administration

2.3.3 Personnel Administration

2.3.4 Contractor Manpower Reporting

2.4 Subcontract Management

2.5 Contractor Personnel, Disciplines, and Specialties

2.6 Location and Hours of Work

2.7 Travel/Temporary Duty (TDY)

2.7.1 Foreign Travel

3.1 Requirements Summary

3.2 Retro-Commissioning Services

3.2.1 Planning Phase

3.2.2 Investigation Phase

3.2.3 Corrective Actions Phase

3.2.4 Implementation Phase

3.2.5 Hand off Phase

3.2.6. Selective Investigative Services and Assessments

4 Special Requirements

4.1 Security and Safety

4.1.1 Passes and Badges

4.1.2 Safety

4.2 Government Furnished Materials

4.3 Environmental Requirements

4.4 Applicable Directives and Documents

4.5 Quality

4.5.1 Quality Assurance Surveillance Plan (QASP)

4.5.2 Contractor Performance Assessment Reporting System (CPARS)

5 Deliverables

6 Related Documents

Appendix A - RCx Issues Log

Appendix B - Systems Manual

Appendix C - Retro-Commissioning Final Report

Appendix D - Corrective Maintenance Items Listing

Appendix E – Capital Improvement Construction Cost Estimate Format

Appendix G – Acronyms

Statement of Work

Pacific Air Forces (PACAF) Heating, Ventilating, and Air

Conditioning (HVAC) System Retro-Commissioning

Vision Statement

Provide a cost effective command wide contract method to accomplish HVAC (Heating, Ventilating, and Air Conditioning) system retro-commissioning.

Successful retro-commissioning will assist in ensuring HVAC systems in Air Force facilities operate as intended and at optimum efficiency.

1 Introduction

This effort is to provide a contract vehicle to accomplish retro-commissioning on HVAC systems throughout the Pacific Air Forces (PACAF) area of responsibility (AOR).

1.1 Mission

Keeping our facilities properly operating is crucial to support mission objectives. Performing

HVAC system Retro-Commissioning will provide HVAC systems that operate as intended, run efficiently, and thereby reduce energy usage, minimize trouble calls, and extend equipment life.

1.2 Background

Retro-Commissioning (RCx) involves the systematic investigation and evaluation of existing

HVAC systems to improve a building's operations and maintenance (O&M). RCx is a systematic process intended not only to optimize how an individual piece of equipment operates, but also to optimize how an entire HVAC system works together as a whole. O&M adjustments, tune-ups, and diagnostic testing accomplished during RCx greatly optimize building HVAC system operation. RCx may also result in recommendations for future large scale capital improvements. The Department of Defense (DOD) is mandated to meet energy reduction goals of the Energy Independence and Security Act (EISA) 2007, and RCx efforts will help accomplish this goal.

1.3 Scope

The contractor shall provide all materials, equipment, tools, and labor as required, to perform all work necessary to retro-commission HVAC systems in the PACAF area of responsibility (AOR), which includes Eielson Air Force Base (AFB), Joint Base Elmendorf-Richardson (JBER), and several remote radar sites in Alaska; Misawa Air Base (AB), Yokota AB, and Kadena AB located in Japan; Osan AB, Kunsan AB, and smaller collocated operating bases (COBs) located in

South Korea; future contract locations may be added to include installations within the PACAF

AOR. The contractor will serve as the commissioning provider (formerly referred to as the commissioning authority), and services provided will include HVAC system evaluation, investigation, assessment, data collection and review, functional analysis, testing, balancing, energy analysis, reporting/documentation, corrective maintenance of issues identified by the

RCx contractor (to be verified and approved by the government prior to accomplishment), and cost estimating for potential future capital projects. Contractor may be required to accomplish work on multiple facilities at a base, and multiple task orders to accomplish work throughout the

AOR.

2 General Requirements

This section describes the general requirements for this effort. The following sub-sections provide further general requirements on the various administrative facets of the work.

2.1 Non-Personal Services

The Government shall neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual contractor employees. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services. If the contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the contractor's responsibility to notify the Contracting Officer (CO) immediately.

2.2 Business Relations

The contractor shall successfully integrate and coordinate all activity needed to execute the requirement. The contractor shall manage the timeliness, completeness, and quality of problem identification – defined by each task order. The contractor shall provide corrective action plans, proposal submittals, timely identification of issues, and effective management of subcontractors.

The contractor shall seek to ensure professional and ethical behavior of all contractor personnel.

2.3 Contract Administration and Management

The following subsections specify requirements for contract, management, and personnel administration.

2.3.1 Contract Management

The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to the requirement. The contractor must maintain continuity between the support operations at the base location specified in the task order, and the contractor.

2.3.2 Contract Administration

The contractor shall establish processes and assign appropriate resources to effectively administer the requirement. The contractor shall respond (by acknowledging receipt) to

Government requests for contractual actions within 5 business days. The contractor shall have a single point of contact between the Government and Contractor personnel assigned to support task orders. The contractor shall assign work effort and maintain proper and accurate time keeping records of personnel assigned to work on the requirement.

2.3.3 Personnel Administration

The contractor shall provide the following management and support as required. The contractor shall provide for employees during designated periods where Government offices are closed due to weather or security conditions. The contractor shall maintain the currency of their employees to ensure they hold any required certifications through the duration of the task order.

The contractor shall make necessary travel arrangements for employees. The contractor shall provide necessary infrastructure to support contract tasks (e.g., cellular phones, vehicles, and equipment).

2.3.4 Contractor Manpower Reporting

The contractor shall report all contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract via a secure data collection site. The contractor is required to completely fill in all required data fields at https://www.sam.gov. Manpower reporting will be accomplished at the task order level.

Reporting inputs will be for the labor executed during the period of performance for each

Government fiscal year (FY), which runs 1 October through 30 September. While inputs may be reported any time during the FY, all data shall be reported no later than 31 October of each calendar year. Contractors may direct questions to the SAM (System for Award Management) application help desk or FAQs.

2.4 Subcontract Management

The contractor shall be responsible for any subcontract management necessary to integrate work performed on this requirement and shall be responsible and accountable for subcontractor performance on this requirement. The prime contractor will manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations. Contractors may add subcontractors to their team after notification to the Contracting Officer (CO) or Contracting

Officers Representative (COR).

2.5 Contractor Personnel, Disciplines, and Specialties

The contractor shall accomplish the assigned work by employing and utilizing qualified personnel with appropriate combinations of education, training, and experience. The contractor shall match personnel skills to the work or task with a minimum of under/over employment of resources. The contractor shall ensure the labor categories as defined in the Davis-Bacon

Wage Act, labor rates, and man-hours utilized in the performance of each Task Order issued will be the minimum necessary to accomplish the task.

The contractor will serve as the Commissioning Provider (CxP) (formerly referred to as the

Commissioning Authority (CxA)), and will be certified as an independent commissioning provider/authority by one or more of the following accredited organizations: 1) Associated Air

Balance Council Commissioning Group (ACG); 2) the Building Commissioning Association

(BCA), or 3) American Society of Heating, Refrigerating and Air Conditioning Engineers

(ASHRAE). Additional certification by the National Environmental Balancing Bureau (NEBB), or the Testing, Adjusting and Balancing Bureau (TABB) is desired.

2.6 Location and Hours of Work

Accomplishment of the results outlined by this statement of work requires work at bases throughout the PACAF AOR, as outlined in paragraph 1.3. Normal workdays are Monday through Friday except for United States (US) Federal Holidays. Workers typically work eight (8) hours per day, 40 hours per week. Work days at bases at foreign locations may also be subject to foreign national holidays. Specific buildings and locations will be identified in individual task orders.

2.7 Travel/Temporary Duty (TDY)

Travel to government facilities or other contractor facilities will be required, and specific bases will be specified in the task orders. Contractors shall NOT start any travel without prior approval by the Government and without issuance of an approved Contractor Travel Authorization

Request documented with a Letter of Identification-Official Travel of Government Contractors

(LOI). Costs for all travel shall be billed in accordance with the regulatory implementation of

FAR 31.205-46 Travel Costs (subject to local policy & procedures). Travel arrangements shall be made by the Contractor.

2.7.1 Foreign Travel

Contractor shall ensure, prior to temporary duty travel to foreign countries, that they complete

United States Forces Korea (USFK) Required Theater Specific Training (USFK Reg 350-2) and unique Status of Forces Agreement (SOFA)/USFK requirements per USFK Reg 700-19, or

United States Forces Japan (USFJ) instruction 36-2611 as applicable.

3.1 Requirements Summary

Retro-commissioning is required due to issues with initial commissioning adequacy, and HVAC system changes over time. This creates system inefficiencies, increased energy usage, and occupant discomfort. Buildings which are selected for this work have operational HVAC systems, but may not have fully functional control systems or data monitoring and logging capability.

3.2 Retro-Commissioning Services

This section provides further breakdown of the work steps needed to perform successful HVAC system retro-commissioning.

3.2.1 Planning Phase

The contractor shall perform a documentation review of existing HVAC information provided as the basis of work for facilities identified in the task order. The planning phase consists of the following;

a) Documentation Review - will include;

1) Collect and analyze HVAC system documentation such as as-built plans, O&M manuals, and equipment lists.

2) Collect and analyze energy audits, energy analysis reports, BUILDER Sustainment

Management System (SMS) data reports, Energy, Condition, & Optimization (ECO) reports, or any other applicable studies and audits. Data such as equipment manufacturer, model number and type, size, capacity, age, location, and terminal unit quantities can be obtained and used to plan for functional testing, if available.

3) Collect and analyze HVAC shop data (e.g., boiler combustion analysis test results, boiler inspection results, airflow test and balancing records, humidity/temperature tests and logs).

4) Collect and analyze HVAC Work Order history from shop records or other databases (e.g., Interim Work Information Management System (IWIMS), GeoBase, NexGen IT (TRIRIGA), etc.)

5) Develop Current Facility Requirements (CFR) survey. (additional CFR guidance can be found in ASHRAE Guideline 0.2, Commissioning Process for Existing Systems and

Assemblies).

6) Conduct advance phone interview/discussion with the base Points of Contact (POC(s)) to plan and coordinate the initial site survey.

b) Develop Utility Bill Benchmarking:

The approach to benchmarking shall be tailored to the specific needs of the building and shall target major HVAC equipment. Based on previous experience on RCx projects, the contractor shall use the following parameters (at a minimum) to determine the building baseline energy performance. Benchmarking shall include for the building: kilowatt (kW) and kilowatt-hour

(kWh), natural gas and combustion fuel consumption, diesel fuel oil consumption and steam consumption where available. For HVAC equipment, Chiller and/or Direct Expansion (DX) kW and kWh, fan kW and kWh, and pumps kW and kWh. These values shall be used to determine if final consumption values result in an energy savings. The Air Force (AF) or designated service component will assist in providing as much of the data as possible; however; if data is not available, then the contractor shall provide their own portable measuring devices.

1) As an alternative; the contractor may use energy modeling software to determine building energy usage and performance based on measurements of values such as air handler discharge air temperature, mixed air temperature, and return air temperature.

c) Develop Draft Retro-Commissioning Plan

Contractor shall take all gathered information and develop a Draft Retro-commissioning plan, which provides the approach in which to continue the Retro-Commissioning process. This is to ensure there is a documented and established approach to performing system evaluations.

This will facilitate on-site support of the actions, as well as providing a road map of actions to make the best use of time while on site. The draft Retro-Commissioning plan includes identification of Retro-commissioning objectives, proposed Point-to-Point test approach, proposed Test and Balance Assessment Approach, and sample Point-to-Point and Test and

Balance Forms. (Retro-Commissioning plan guidance can be found in ASHRAE Guideline 0.2, Commissioning Process for Existing Systems and Assemblies).

3.2.2 Investigation Phase

In this phase, the contractor will be on-site to conduct interviews, perform visual inspection of equipment to verify accuracy of existing equipment inventory and operation, perform data logging to gather baseline data and conduct functional testing of HVAC equipment and controls.

The contractor shall perform system investigations and documentation for both the heating and cooling seasons. The results of the investigation phase will result in a project issues log, which will be the basis for government approval for follow-on minor corrective maintenance actions.

a) Interviews: Conduct on-site interviews of HVAC technical support staff. Interview facility managers and conduct Current Facility Requirements (CFR) survey to understand and verify

Current Facility Requirements. Review Operations & Maintenance (O&M) staffing resources and HVAC shop Recurring Work Program (RWP)/Preventive Maintenance (PM) and compare against manufacturer's recommendations or industry standards.

b) Visual Inspection: Conduct site condition assessment survey of facilities for heating and cooling equipment. Compare current O&M to design or manufacturer's specified O&M.

Annotate any differences between documented vs. visually inspected condition. Confirm and validate existing equipment inventory and Sequence of Operation by reviewing installation

HVAC shop Preventive Maintenance (PM) records, or system O&M information. (Note: not all facilities will have this information available).

c) Baseline Data Logging: Implement diagnostic monitoring (Data Logging) Plan for Energy

Baseline during cooling and heating seasons. Information will be used compare and report increases in operating efficiencies. Data loggers shall collect kW, kWh, temperatures, and pressures on all HVAC equipment for a minimum of 14 days for each season to establish a baseline. Any travel must be approved by the Government Contracting Officer prior to incurring travel related costs.

d) Functional Testing: Conduct Point-to-Point and functional testing during cooling and heating seasons. Results of any functional test will be documented to provide the following type information:

1) Generate an Issues Log from the results of functional testing and technical troubleshooting that will detail all broken/non-functional components of the evaluated system. This log will be prioritized by how critical that component is to the function of the system, and a proposed cost for implementing the correction. Corrections that require complete major component or system replacement will be categorized as a Capital Investment type effort and detailed on a separate log sheet. Examples are provided in paragraph 3.2.3 below.

See Appendix A for further information on the RCx Issues Log.

e) Incidental minor corrective maintenance items identified for correction shall be approved by the Contracting Officer (or the designated Contracting Officers Representative if cost is less than $3500) after there is an agreed upon solution and price for each item identified on the

Issues Log for correction.

f) The contractor shall develop and submit an Investigation Phase Report that will include an initial Functional Testing Report, the Draft Retro-Commissioning Plan which includes identification of Retro-commissioning objectives, proposed Point-to-Point test approach, proposed Test and Balance Assessment Approach, and sample Point-to-Point and Test and

Balance Forms. (Additional guidance can be found in ASHRAE Guideline 0.2, Commissioning

Process for Existing Systems and Assemblies).

1) The report shall also include any Capital Improvement measures identified during this phase. This section shall also include estimated costs for enacting the proposed capital improvements and estimated energy savings that can be obtained as a result. Use the

Department of Energy (DoE) Building Life-Cycle Cost (BLCC) program to quantify those savings using the following assumptions:

a) Location; nearest US City or US Average for overseas. Unified Facilities Criteria

(UFC) 3-701-01 - DoD Facilities Pricing Guide and its associated data tables may be used for reference (available at www.wbdg.org).

b) Discount rate - 3%

c) Economic Life - based on Energy Resilience and Conservation Investment Program

(ERCIP) criteria

d) Utility Unit Cost - based on current installation rates http://www.wbdg.org/

3.2.3 Corrective Actions Phase

This phase is for the contractor to accomplish and document the corrections to items as identified on the Issues Log that have been approved by the Contracting Officer. The basis for this phase of work is derived from the Issues Log deliverable from the Investigation Phase.

a) Typical corrective actions include (but are not limited to); coil cleaning, filter replacement, actuator linkage adjustments or replacements, belt replacements, thermostat calibration, replace frozen or inoperable dampers, reset and calibrate Variable Air Volume (VAV) boxes, adjust/replace frozen or inoperable valves, re-connect controls and wiring, calibration of line setter valves. See Appendix D for the Corrective Maintenance Item Listing (which is a list of anticipated corrective maintenance items typically seen on HVAC systems).

b) Examples of items which would be beyond the scope of this retro-commissioning contract, and not considered a corrective maintenance action are corrective items such as; complete

HVAC system renovation or replacement; replacement of major system equipment such as boilers, chillers, air handling units, condensing units, fan coils, heat exchangers, ductless split systems or heat pumps, hydronic pumps, and exhaust fans; replacement or rerouting of entire duct or piping sections. Identified items requiring correction, such as these larger type repairs, will be accomplished via a separate future contract action. These should also be on a separate log sheet, as noted in paragraph 3.2.2 d) above

c) The contractor will be responsible for obtaining all items and materials needed, labor required, tools, and equipment necessary to accomplish all of the approved minor corrective actions. Costs for travel will not be part of this cost; travel cost shall be listed separately and must be approved by the Contracting Officer.

d) Since the exact amount of items requiring correction will not be available at time of task order award, an Over and Above contract line item will be included to account for RCx minor corrective action items. Approval by the Contracting Officer is required prior to accomplishing any of the identified corrective action items.

3.2.4 Implementation Phase

During this phase, RCx actions are performed on the systems to bring them to optimal performance. Final functional testing is performed, Test, Adjust and Balance (TAB) is accomplished, and final data logging is performed to evaluate the effectiveness of the process.

The Final report will document all findings and future potential energy conservation opportunities.

a) Final Functional Test: Conduct Final Point-to-Point and Functional Retesting of corrected or adjusted HVAC equipment and systems during heating and cooling seasons, conduct Test, Adjust and Balance (TAB) Assessment. Implement and document equipment and controls adjustments to maximize efficiency.

b) Perform Energy Analysis of Potential Energy Conservation Opportunities

1) Utilize results of Data Trending, Benchmarking results, and Field observations to determine

Baseline energy performance.

2) Analyze potential Energy Efficiency Measures for Energy Savings Potential and economic benefit.

3) Analyze synergistic effects of combinations of Energy Efficiency Measures (if combinations are identified).

c) Develop Final Implementation Phase Report

1) Present Trend Data Assessment results

2) Present results of all Field Testing and Surveys

a) Completed Functional Testing and Point-to-Point procedures

b) HVAC testing and recommendations for any follow-up on detailed TAB requirements per applicable standards, such as ASHRAE 90.1 and 62.1.

c) Final Project Issues Log that details all items that were corrected, lists any new items discovered, and status of other items that could not be corrected at the time of retro-commissioning.

3) Present results of Energy Analysis

4) Present Energy Conservation Opportunity (ECO) recommendations with Economic and

Energy Savings Estimates and associated implementation costs.

d) Implement diagnostic monitoring (data logging) plan during heating* and cooling* seasons, and revise estimated energy savings calculations based on monitoring results. Data loggers shall collect kW, kWh, temperatures and pressures at a minimum on all HVAC equipment for a minimum of 14 days for each season to validate results. [*Note; not all installations or locations will have both a heating and a cooling season. Perform tasks as applicable for the location and task order.]

e) Capital Project Cost Estimates;

1) Cost estimates should be broken down into labor, materials, and other direct costs, with appropriate quantities, if not otherwise specified. Estimated costs for overhead, profit, bonds and taxes shall be identified separately from the direct costs.

2) Estimates/breakdowns shall be submitted on a Construction Cost Estimate Breakdown form (See Appendix E for sample), or a computer generated equivalent which provides the same information.

3.2.5 Hand off Phase

This phase is conducted following the implementation phase. The purpose is for the

Commissioning provider to inform the local operators and maintainers of what corrections and adjustments were made to the system, teach them how to keep the system performing optimally, and provide reference documentation for their future reference.

a) The contractor shall conduct a digitally recorded Hand-Off Phase meeting with base maintenance personnel and conduct training and out-brief.

b) The contractor shall provide data to update recurring maintenance database (e.g., IWIMS/NexGen IT, BUILDER SMS) with HVAC equipment data and maintenance schedules so that personnel will continue with proper preventive maintenance actions in order to keep the systems operating efficiently.

c) The contractor shall prepare and submit a Systems Manual that includes O&M documentation for maintaining the systems. See Appendix B herein for required manual items.

d) The contractor shall prepare and submit a Retro-Cx Final Report. See Appendix C herein for further details and guidance on the Retro-Commissioning Final Report content.

3.2.6. Selective Investigative Services and Assessments

For cases where specific issues on a system are identified by the installation, the contractor shall provide services such as field investigations, condition assessment, research, and capacity analysis necessary to ascertain all existing conditions affecting system performance. This will include the collection of data and the presentation of this data in a report which clearly substantiate and explain the conclusions and/or recommendations of the analysis. Reports shall provide the following details, to be submitted as identified on individual task orders for specific installations and buildings.

a) On-Site Investigations: This service includes on-site investigations to verify available data with existing conditions.

b) Project development: This service will develop basic project strategy, justifications, and construction requirements to be used as the basis to develop future capital project packages.

c) System Assessment: This service will provide assessment of a particular system issue identified by the installation. The service will include the collection of data and the presentation of this data in a report which clearly substantiate the conclusions and recommendations for the system. Assessment reports should include;

1) Discussion of the assessment and investigation. Provide an executive summary in addition to a detailed discussion.

2) Description of all plans, schemes, and options considered for obtaining the end result of the assessment, including any assumptions made.

3) All drawings and sketches necessary to present and illustrate the details and results of the assessment.

4) A complete list of findings and recommendations, including the technical justification and criteria for any proposed capital improvement projects outside the scope of HVAC system retro-commissioning, but is needed to improve HVAC system performance. This information will be used to support future project planning by the base. Provide the findings from interviews, site visits, governing codes, regulations, and requirements. Provide all recommendations concerning needed re-design or other work, including potential future project scope and cost factors.

5) Parametric estimates of costs, including comparative costs for indicated alternate or optional plans/schemes. See Appendix E for sample cost estimate format.

6) Final conclusions, and recommendations.

3.3 Service Summary

The purpose of the service summary (SS) is to define performance evaluation by the government point of contact. The appointed Contract Officer Representative (COR) will serve as the government contact and conduct surveillance for each task order. The SS below lists the overarching SOW performance objective requirements to be performed by each individual task order. The absence of any SOW requirement from the SS does not detract from its enforceability nor limit the rights or remedies of the Government and sets forth the maximum allowable deviation from the standard of performance for that service. Contractor performance will be compared to the performance objectives and performance threshold, unless modified in individual task orders. The Government may use a variety of surveillance methods to evaluate the Contractor’s performance to determine if it meets the performance objectives and performance threshold. Performance of a service will be evaluated to determine whether or not it meets the performance objectives and performance threshold. The Government will evaluate the Contractor’s performance under this contract using “Inspection of Services” clause (52.246-

4 and others that apply). All surveillance observations will be recorded by the COR.

Performance Objective PWS Para. Performance Threshold

Develop Retro-Commissioning

Plan to achieve energy benchmark

3.2.1 Retro-Commissioning Plan draft with

utility benchmark and current facility survey shall be submitted no later than

30 calendar days after task order award to the Government contact per task order.

Accomplish System investigation, pre-functional testing and baseline system data

3.2.2 Investigation Phase Report (including

Issues Log) drafts submitted no later than

21 calendar days after on-site field investigations are completed per the task order.

Accomplish corrective actions or adjustments identified in issues log

3.2.3 Corrective maintenance items completed

by 120 days after approved for execution by Contracting Officer. Government will perform selective surveillance of corrective actions performed by the contractor. At least 75% of the work sampled must be relevant to the items listed in Appendix D of the SOW.

Perform functional testing and energy analysis

3.2.4 Implementation Phase report (including

data logging and final testing results) must be submitted and accepted by the government contact no later than 30 calendar days after final testing is completed per task order.

Develop and conduct training forum for base personnel on any system changes, to include

Retro-Commissioning report outcome and System manual for end users

3.2.5 Training sessions on system changes, System Manuals, and Retro-

Commissioning Reports submitted and accepted by the Government contact no later than 14 calendar days prior to a training event per task order. Training date(s) to be proposed by the contractor, and coordinated with/accepted by the

Government.

Provide Final Retro-

Commissioning Report

3.2.5 Final Retro-Commissioning report

submitted and accepted by the

Government contact no later than 30 calendar days after Final implementation actions are completed and accepted by the Government, per task order.

Provide report with system analysis and recommendations for correction of system underperformance identified by the installation.

3.2.6 Report with analysis of system

underperformance and recommended solutions submitted no later than 30 days after on-site investigations are completed to the Government contact per task order.

4 Special Requirements

This section describes the special requirements for this retro-commissioning effort. The following sub-sections provide details of various considerations.

4.1 Security and Safety

DD Forms 254: Overarching security requirements and Contractor access to classified information shall be as specified in the basic DD Form 254, which will be further identified in the

DD Form 254 for each TO, as required. However, work is not expected to require access to classified information.

Security: Escorts will be provided for any facilities where contractor access requires government escort. If necessary, the contractor shall sign a Contractor Visitor Group Security

Agreement to protect classified information involved in performance under this contract or Task

Order. The Agreement will outline responsibilities in the following areas: Contractor security supervision; Standard Practice Procedures; access, accountability, storage, and transmission of classified material; marking requirements; security education; personnel security clearances;

reports; security checks; security guidance; emergency protection; protection of government resources; DD Forms 254; periodic security reviews; and other responsibilities, as required.

4.1.1 Passes and Badges

Contractor shall arrange with Government personnel at the specific base for the task order, as needed, for personnel identification badges, vehicle passes, and entry permits. Contractor shall arrange with Government personnel as needed for escorts, if escorts are required for contractor personnel working in secured or controlled areas. This will be identified at the task order level.

4.1.2 Safety

The contractor shall arrange for safety training and classes required to accomplish work, including work to be done by contractor within hazardous areas.

4.2 Government Furnished Materials

To the extent available, the government will provide, with the list of facilities to be retro-commissioned in the task order; square footages, general description of the facility, number of floors, year of construction, equipment type and quantity, and quantity of terminal units. Major equipment manufacturer, model, unit capacity, and serial numbers will be provided if this information is available.

4.3 Environmental Requirements

The contractor shall coordinate work site activities to ensure the protection of human health and the environment, and to prevent damage to property, utilities, material, supplies and equipment.

The contractor shall coordinate work site activities to avoid work interruptions to the maximum extent practicable.

4.4 Applicable Directives and Documents

The contractor shall follow directives and documents listed in Appendix F herein unless otherwise specified.

4.5 Quality

This section describes the Quality Control components for this retro-commissioning effort. The following sub-sections provide further details for Quality Control.

4.5.1 Quality Assurance Surveillance Plan (QASP)

The government shall monitor the contractor’s performance under the Task Order in accordance with the government’s QASP. This can include periodic monitoring of the contractor's activities by the task order’s assigned Contracting Officers Representative (COR). COR shall have appropriate training completed before being assigned.

4.5.2 Contractor Performance Assessment Reporting System (CPARS)

The contractor’s performance assessment will be accomplished through the Contractor Performance Assessment Reporting System (CPARS).

5 Deliverables

The contractor shall provide deliverables as specified by the government and detailed in individual task orders. Format and delivery schedule for deliverables shall be outlined in the

Contract Data Requirements List (CDRLs) or other format specified in the task order.

6 Related Documents

None

Appendix A - RCx Issues Log

The RCx Issues Log list shall contain the following information, at a minimum:

1. Unique item number (e.g., B990-1) for each finding in order to maintain a method to track issues throughout the period of performance.

2. Facility number (e.g., Building 990)

3. Equipment location such as room number, floor, etc.

4. Name of the system or piece of equipment with equipment number (e.g., AHU-1, CHWP-2)

5. Equipment manufacturer, model number, and size/capacity (e.g., Make, Model, 10 Ton AHU)

6. Definition of type of the deficiency/issue (e.g., capital investment, corrective maintenance, re-design recommended)

7. Description of the finding, deficiency, or problem. Also note if the work site includes conditions which require additional measures (e.g., asbestos or lead abatement, confined spaces, etc.)

8. Recommended solution(s) (e.g., corrective maintenance, repair, replacement, re-connection, or adjustment).

9. Priority of correction (i.e., 1- critical corrective action and high impact on functional testing; 2

– corrective action needed for improved comfort or energy savings; 3 - non-critical maintenance or service issue).

10. Estimated cost for correction

11. Date issue/deficiency was noted

12. Current status of implementation (e.g., completed, undergoing action, further investigation)

13. Corrective action taken

14. Resolution date

15. Re-test requirement (if needed)

16. Date re-test performed and result, if applicable during the Implementation Phase

Appendix B - Systems Manual

The Systems Manual shall include the following, as a minimum:

1. General facility and system description and function

2. Schematic of equipment layout and HVAC zones

3. Simplified Process & Instrumentation Diagrams of major systems

4. Finalized O&M plan outline, including examination and proposed enhancing of current maintenance and service contract procedures.

5. List of required O&M documentation and methods for the facility or systems, including fully written sequences of operation and set points for all equipment components and sub-components that will ensure a proper understanding of the overall system function in accordance with the system design

6. Guidelines for implementing a preventative maintenance plan (if one does not exist)

7. Maintenance schedule for each type of equipment by manufacturer, capacity, and model, including manufacturer's data sheets (if available)

8. Photographs of equipment

9. Development of a comprehensive future O&M plan

10. Copy of training materials

The contractor shall develop a Systems Manual for each facility (as identified in individual task orders) in English, and as applicable, in the language of the host country (e.g., Japanese, Korean). It shall be created to provide information needed to understand, operate, and maintain the facility systems. The systems manual shall also contain any updates or changes to the system made, as well as any information gathered during the system retro-commissioning.

Appendix C - Retro-Commissioning Final Report

The contractor shall prepare a comprehensive Final Retro-Cx Report that includes the following information:

1. Executive Summary

2. Project Background

3. Building and System description

4. A "master list" of improvements (checklist of all identified tasks and status, e.g., task, and if completed, in progress, still need to complete, pending further evaluation, etc.)

5. A description of which improvements were implemented, and a tabular cost/savings analysis, including MBTU, $/year, SPB, SIR.

6. List of recommended capital investments**

7. Original and final corrected commissioning plan

8. The EMCS (Energy Management and Control System) or BAS (Building Automation System) trending plan and logger diagnostic/monitoring plan. This should include results both before and after Retro-Cx.

9. All completed functional tests and results associated with the system Testing and Balancing

10. List of energy consumption in kWh both before and after Retro-Cx, sorted by installation, facility, and major equipment group, based on meter data (from data loggers, facility meters, sub-meters, etc.).

11. List of data logger graphical results for HVAC equipment, sorted by installation and facility.

**Capital Investments

The contractor shall identify potential energy efficiency capital investments. During the course of Retro-Cx, review current equipment and system efficiency, condition, and age; not only for

O&M improvements, but also for future energy-efficient capital investments. Provide a recommended list of feasible capital investments as part of the final report. This list could include improvements for items such as:

- Variable frequency drives (for AHUs, pumps, motors, etc.)

- Demand based ventilation control

- Infrared Heating

- Water temperature outdoor reset system

Appendix D - Corrective Maintenance Items Listing

1. Replace boiler relief valve

2. Replace time clock set pins

3. Reprogram Variable Frequency Drive (VFD) for proper operation

4. Replace baseboard control valve

5. Clean baseboard fins

6. Replace 3-way control valve

7. Replace 2-way control valve

8. Insulate control valve

9. Wire control valve to temperature controller

10. Replace thermostat

11. Repair/calibrate thermostat

12. Repair/replace motion sensor

13. Repair/replace water shutoff valve

14. Replace fan belt

15. Tighten fan belt

16. Re-sheave fan motor

17. Replace fan bearings

18. Clean coil

19. Replace air filter

20. Repair fan coil leak

21. Insulate chilled water/hot water piping (per linear foot)

22. Insulate refrigerant lines (per linear foot)

23. Repair/replace valve actuator

24. Replace AHU temperature controller

25. Repair economizer/damper controller

26. Repair air damper

27. Repair/replace damper actuator arms/linkages

28. Replace freezestat

29. Repair or reconnect broken control cables or wiring

30. Repair/replace control sensors

31. Install time clock

32. Replace exhaust fan motor

33. Repair flex duct (per linear foot)

34. Repair/seal ductwork

35. Replace pump seals/gaskets

36. Replace boiler controller

37. Repair boiler draft damper

38. Replace boiler drain valve

39. Repair flue gas analyzer

40. Replace pressure/temperature gage

41. Replace flow switch

42. Repair/replace circuit setter

43. Clean/replace strainer

44. Extend condensate drain to floor drain

45. Repair boiler pressure/temperature safety valve

46. Replace motor starter

47. Repair VAV damper

48. Repair/replace VFD drive

49. Calibrate airflow sensor

50. Replace aquastat

51. Replace CO2/occupant sensor

Appendix E – Capital Improvement Construction Cost Estimate Format

DATE

Fill Here

PROJECT BASIS FOR ESTIMATE

Fill Here CODE A (No design completed)

LOCATION CODE B (Preliminary design)

Installation, State/Country OTHER (Specify)

COMPANY PROJECT NO./ID

DRAWING NO. ESTIMATOR CHECKED BY

QUANTITY LABOR MATERIAL

ITEM DESCRIPTION

NO. UNITS UNIT

MEAS. PER UNIT PER UNIT TOTAL

TOTAL COST

FILL IN WORK ITEM DESCRIPTION

TOTAL LABOR/MATERIALS

SUBTOTAL

Contractor's Overhead %

Contractor's Profit %

Tax/Bond %

TOTAL

CONSTRUCTION COST ESTIMATE

Fill Here

Appendix F – Applicable Directives and Documents

The contractor shall comply with all documents listed below as mandatory

International Building Code http://www.iccsafe.org/

International Plumbing Code

Unified Facilities Criteria (UFC) http://www.wbdg.org/ffc/dod/unified-facilities-criteria-ufc

Federal Specifications http://www.wbdg.org/ffc/dod/unified-facilities-guide-specifications-ufgs

National Electrical Code https://www.nfpa.org/codes-and-standards/all-codes-and-standards/list-of-codes-and-standards?mode=code&code=70

NFPA 101 Life Safety Code https://www.nfpa.org/codes-and-standards/all-codes-and-standards/list-of-codes-and-standards?mode=code&code=101

Air Force Engineering Technical Letters (ETLs) http://www.wbdg.org/ffc/af-afcec/engineering-technical-letters-afetl

ASHRAE 90.1 Energy Standard for Buildings https://www.ashrae.org/technical-resources/bookstore/standard-90-1

ASHRAE 62.1 Standards for Ventilation and Indoor Air Quality https://www.ashrae.org/technical-resources/bookstore/standards-62-1-62-2

ASHRAE standards and guidelines https://www.ashrae.org/technical-resources/standards-and-guidelines

U.S. Green Building Council http://www.usgbc.org https://www.nfpa.org/codes-and-standards/all-codes-and-standards/list-of-codes-and-standards?mode=code&code=70 https://www.nfpa.org/codes-and-standards/all-codes-and-standards/list-of-codes-and-standards?mode=code&code=70 https://www.nfpa.org/codes-and-standards/all-codes-and-standards/list-of-codes-and-standards?mode=code&code=101 https://www.nfpa.org/codes-and-standards/all-codes-and-standards/list-of-codes-and-standards?mode=code&code=101 http://www.wbdg.org/ffc/af-afcec/engineering-technical-letters-afetl https://www.ashrae.org/technical-resources/bookstore/standard-90-1 https://www.ashrae.org/technical-resources/bookstore/standards-62-1-62-2 https://www.ashrae.org/technical-resources/standards-and-guidelines

Any other Major Command (MAJCOM) or installation directives in effect as referenced in individual task orders

Appendix G – Acronyms

AB/AFB – Air Base/Air Force Base

ACG – Associated Air Balance Council Commissioning Group

AF- Air Force

AHU – Air Handling Unit

AOR – Area of Responsibility

ASHRAE – American Society of Heating, Refrigerating, and Air Conditioning Engineers

BAS – Building Automation System

BCA – Building Commissioning Association

CDRL- Contract Data Requirements List

CFR – Current Facility Requirements

CHWP – Chilled Water Pump

CMRA – Contractor Manpower Reporting Application

CO – Contracting Officer

COB – Collocated Operating Base

COR – Contracting Officers Representative

CO2 – Carbon Dioxide

CxA – Commissioning Authority

CxP – Commissioning Provider

DD Form – Department of Defense Form

DOD – Department of Defense

DX – Direct Expansion

ERCIP – Energy Resilience and Conservation Investment Program

ECO – Energy, Condition, and Optimization

ECO – Energy Conservation Opportunity

EISA – Energy Independence and Security Act

EMCS – Energy Management and Control System

ETL – Engineering Technical Letter

HP – Horsepower

HVAC – Heating, Ventilating, and Air Conditioning

IT – Information Technology

IWIMS – Interim Work Information Management System kW/kWh – Kilowatt/Kilowatt-hour

LEED – Leadership in Energy and Environmental Design

LOI – Letter of Identification

MAJCOM – Major Command

MBTU – Million British Thermal Units

O&M – Operations and Maintenance

OCI – Organizational Conflict of Interest

PACAF – Pacific Air Forces

POC – Point of Contact

QASP – Quality Assurance Surveillance Plan

QCP – Quality Control Plan

RCx – Retro-Commissioning

RWP – Recurring Work Program

SIR – Savings to Investment Ratio

SPB – Simple Payback

TAB – Test, Adjust, and Balance

TABB – Testing, Adjusting, and Balancing Bureau

SOFA – Status of Forces Agreement

SMS – Sustainment Management System

TDY- Temporary Duty

UFC – United Facilities Criteria

US – United States

USFJ – United States Forces Japan

USFK – United States Forces Korea

VAV – Variable Air Volume

VFD – Variable Frequency Drive