ATTACHMENT_1-MACA_250854A_SOW_Final_2_25_26.pdf

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Mammoth Cave National Park

STATEMENT OF WORK

Re-commission Visitor Center HVAC System to Ensure High Efficiency

PMIS #250854

DATED: 1/7/2026

NATIONAL PARK SERVICE

SOUTHEAST REGION

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ITEM 1. Description of Services

The Mammoth Cave National Park Visitor Center requires comprehensive preventative maintenance and repairs to its existing HVAC infrastructure to ensure continuous and reliable climate control for staff, visitors, and exhibits.

The contractor shall perform detailed inspections, preventative maintenance, functional testing, recommissioning and limited repairs across exhaust fans, air handling units (AHUs), air conditioning and chiller systems, variable air volume (VAV) units, fan coil units (FCUs), cabinet heaters, and the chilled water loop.

Project Location: Mammoth Cave National Park Visitor Center, 1 Mammoth Cave Parkway, Mammoth Cave, KY 42259.

Work Covered by this service purchase order:

1.1 Scope

• Exhaust Fan Maintenance -Preventive Maintenance Services o Clean grills, coils, and fans o Lubricate fan and motor bearings o Check and replace belts and sheaves o Tighten electrical connections o Verify control operations o Adjust and lubricate dampers and linkages o Measure amps/volts o Inspect fan assembly and mounting hardware o Confirm operational integrity

• Air Handling Units (AHUs) – Preventative Maintenance Services o Inspect bearings, fans, fan shafts, and belts o Clean coils, condensation pans, and confirm drainage slope o Use biocide tablets in pans and clear drain lines o Align sheaves, tighten electrical terminations, check contacts

3 | P a g e o Record motor current vs nameplate, verify safety controls o Lubricate motors and bearings, clean fan wheels and scrolls o Inspect supports, damper operation/linkages, condensate pumps o Replace air filters (contractor-supplied, equal or better quality) o Clean outside air intakes o Identify unusual noises, vibrations, structural issues o Check VFD motor drives and programming

• AC and Chiller System – Preventative Maintenance and Limited Repairs o Measure volts/amps of compressors and condenser fan motors o Inspect starters, contacts, operating temps, refrigerant charge. Contractor shall be responsible for the removal and disposal of any used refrigerant.

o Check sight glasses, oil levels/contamination o Replace 3 condenser motors/blades, adjust VFDs o Inspect safety, hot gas bypass, head pressure and unloader controls o Tighten electrical connections, lubricate bearings o Clean condenser coils, evaluate logic controller, check valves/tubing o Inspect crankcase heaters, perform leak detection and refrigerant disposal o Clean fan wheels, scrolls, sheaves, supports, and damper operations o Clean evaporator coils

• VAVs, FCUs, Cabinet Heaters – Inspection and Limited Repairs o Lubricate fan and motor bearings o Clean grilles, coils, fans, fin tubes o Inspect and replace belts, tighten electrical connections o Replace 6 VAV CFM controllers, 2 FCU fan motors o Inspect heat exchangers, controls, electric heaters o Replace filters, inspect gaskets and mounting hardware o Replace/repair 3 CO2 sensors (FCU 5, 8, 21) o Check overall operations

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• Chiller Water Loop Repair Leak Detection and Minor Repairs-o Isolate and inspect glycol/water lines for leaks

• Perform minor repairs to accessible leaking sections of piping and fittings as part of this service contract. Any repairs requiring substantial piping replacement, rerouting, or new construction beyond minor leak repair shall be treated as outside the base scope and may be authorized separately in writing by the Contracting Officer. Weekly and Final Reporting o Submit weekly maintenance progress reports o The Contractor shall, in performing the services as described herein, furnish on weekly basis a detailed report of that week’s completion of work. At the end of this contract, a detailed report of completed task and quality report shall be given.

• Qualifications o The Contractor shall, in performing the services as described herein, utilize mechanics skilled in the service, troubleshooting, and recommissioning of large water chillers and air conditioning systems that have obtained a "journeyman" level of competence.

o Further, the Contractor shall maintain all necessary certifications and/or licensing as required by state and/or federal law (e.g. Gas Fitter's License for all persons engaged in the installation, servicing and/or repair of gas fired appliances; EPA Certification for

CFC (chlorofluorocarbons) Recovery). All electrical work must be done by Qualified

Individual that Contractor designates. All OSHA, ASHRAE, and NEC 2023 rules MUST be followed.

• Historical Maintenance Schedule o Following contract award, the contractor will be provided with the most recent HVAC functionality and preventative maintenance report developed under a prior corrective maintenance contract. This document shall serve as a reference baseline for existing system conditions and previously performed work.

1.2 Implementation Phase

• Develop a service Implementation Plan based on identified findings. The plan shall include a

Gantt chart or sequencing matrix indicating proposed schedules, labor, and equipment needs.

• Validate all performance improvements through re-testing and reporting.

• Submit revised as-built control drawings reflecting all verified modifications.

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• Deliver a final commissioning report including all diagnostics, actions taken, and system performance metrics benchmarked against baseline data.

1.3 Exclusions:

This is a non-construction HVAC service contract. The following items are specifically excluded from the base scope:

• Replacement of any failed controllers or end devices (to be quoted separately).

• Any work not explicitly listed in this Scope of Work.

1.4 Assumptions:

• Work is to be performed during normal business hours (7:00 AM – 5:00 PM).

• NPS will provide access to all required areas without delay.

1.5 Period of Performance:

The Contractor shall complete all services within 180 calendar days from the date of Award Notice..

ITEM 2. Existing Utilities

2.1 The contractor shall identify and verify the locations of all electrical, mechanical, and network systems related to the HVAC controls before commencing work. Any disruptions to utilities shall be coordinated with the Contracting Officer’s Representative (COR) at least 48 hours in advance.

• All existing utilities shall be protected from damage during the work.

• If any utility service must be temporarily interrupted, the contractor shall provide a schedule for approval at least 5 business days in advance.

• Any accidental utility damage shall be immediately reported to the COR and repaired at the contractor’s expense.

ITEM 3. Contractor’s Use of Premises

3.1 Work shall be conducted in a manner that minimizes disruption to visitor center operations.

3.2 All work areas must be clearly marked and secured to prevent unauthorized access.

3.3 No equipment, tools, or materials shall be left unattended in public areas.

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3.4 The contractor shall be responsible for daily cleanup and removal of debris from the worksite.

3.5 Contractor shall comply with all park rules including restrictions on signage, waste, and conduct.

3.6 Public access must not be disrupted. All areas under work shall be appropriately barricaded.

3.7 Work hours are restricted to 7 AM–5 PM, Monday through Friday, excluding federal holidays.

3.8 All tools and materials must be removed at end of each workday from public-facing spaces.

3.9 Work during weekends, holidays, or outside of standard business hours may be permitted with prior verbal approval from the Contracting Officer's Representative (COR), provided that a minimum of 24 hours' advance notice is given.

ITEM 4. Commencement, Prosecution, and Completion of Work

4.1 The contractor shall commence work within 10 business days of award.

4.2 All work shall be completed within 180 calendar days from the start date.

4.3 Work hours shall be limited to Monday through Friday, 7:00 AM – 5:00 PM, unless otherwise approved by the COR.

4.4 The Contractor must integrate all lead times and material coordination into their baseline schedule and inform the Contracting Officer’s Representative if there is an unforeseen issue that would cause a delay in delivery, as soon as possible.

ITEM 5. Examination of the Site

5.1 Prior to submitting a quote, the contractor shall visit the site to assess the existing HVAC controls and conditions. The contractor shall:

• Coordinate with the COR to schedule a site visit.

• Verify access routes and work areas.

• Identify any constraints that could impact the project schedule or execution.

• Account for all necessary safety measures and accessibility requirements.

5.2 Failure to examine the site shall not be grounds for contract modification.

ITEM 6. Abbreviations

6.1 The following abbreviations apply to this contract:

• NPS – National Park Service

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• COR – Contracting Officer’s Representative

• OSHA – Occupational Safety and Health Administration

• ABA – Architectural Barriers Act

• ANSI – American National Standards Institute

• HVAC – Heating, Ventilation, and Air Conditioning

• PPE – Personal Protective Equipment

• VAV – Variable Air Volume

• JACE – Java Application Control Engine

6.2 All work must comply with current editions of:

• OSHA 29 CFR 1926

• ANSI/ASHRAE/IES Standard 90.1 (Energy Efficiency)

• NEBB and AABC commissioning standards

• ASTM E281-01 and ASTM E1554-13

• NFPA 70 and NFPA 90A

• NECA 1 standards

• Trane OEM standards

ITEM 7. Accident Prevention and Safety Requirements

7.1 The contractor shall comply with all applicable OSHA, ANSI, and NPS safety regulations, including:

• OSHA 29 CFR 1926 for construction safety.

• ANSI Z87.1 for eye protection, ANSI Z89.1 for head protection, and ANSI A92 for fall protection if work requires working at heights.

• Conducting a Job Hazard Analysis (JHA) before work begins.

• Providing and enforcing the use of appropriate PPE for all workers.

• Maintaining an emergency response plan on-site, including first aid and fire prevention procedures.

• Ensuring all personnel are trained in lockout/tagout (LOTO) procedures if working on energized circuits.

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ITEM 9. Submittals

9.1 The contractor shall submit the following for approval:

• Work Schedule – Within 5 business days of the effective date of award.

• Revised as‑built control/as‑built documentation, as applicable to control sequence, setpoint, or equipment changes implemented under this contract. Commissioning agent qualifications (including relevant HVAC re‑commissioning experience).Product data for any modified components

• Testing protocols for functional testing and verification.

• Final commissioning report (must be submitted in digital PDF format with data logs, photos, and tabulated checklists using approved software such as Bluebeam or Microsoft Word/Excel)

All submittals shall be submitted electronically in PDF format to the COR, with copies to the

Contracting Officer as directed in the contract

ITEM 10. Temporary Services

10.1 The contractor shall be responsible for providing all necessary temporary utilities, including:

• Power for tools and equipment, if additional power is required beyond existing visitor center infrastructure.

• Temporary dust control measures to prevent contamination of HVAC components.

10.2 Contractors must ensure that all temporary services meet NPS environmental and safety standards.

10.3 The Contractor is responsible for any necessary temporary HVAC shutdown protection, signage, power generation, and restroom access for their team.

ITEM 11. Warranties

11.1 Description of Warranty Coverage

• The contractor shall provide warranties for all HVAC service work, equipment affected by such work, and recommissioning records to ensure the reliability and long-term performance of the

HVAC system. This warranty coverage includes hardware, software, installation workmanship, and any other system components to guarantee the successful operation of the system.

• The contractor shall be responsible for repairing or replacing any defective components, software malfunctions, or improper installation issues within the specified warranty periods, at no additional cost to the National Park Service. Any warranty work shall be scheduled within 5

9 | P a g e business days of written notification from the Contracting Officer’s Representative (COR), unless otherwise approved.

• At the completion of the project, the contractor shall provide a written warranty statement, including contact information for technical support and service requests, along with a documented schedule for preventive maintenance recommendations.

11.2 Minimum Warranty Requirements

The Contractor shall provide a comprehensive warranty covering all labor, materials, and workmanship related to the HVAC re-commissioning scope of work. The warranty shall meet the following criteria:

• Warranty Period: The warranty shall remain in effect for one (1) full calendar year from the date of final acceptance by the Contracting Officer.

• Coverage: The warranty shall cover the following:

o All reprogramming, calibration, and adjustments made during commissioning.

o Functional integrity of control sequences, optimized settings, and updated system parameters.

o Any defects in workmanship or material installed or modified under this contract.

• Remedial Actions: The Contractor shall, at no additional cost to the Government:

o Diagnose and correct any malfunction or degradation in system performance resulting from work performed under this contract.

o Restore the HVAC system to the condition intended by the commissioning outcome.

o Replace or repair any components installed or adjusted during the project that fail during the warranty period.

• Response Time: The Contractor shall respond to warranty service calls within 48 hours of notification and shall complete corrective work in a timely manner.

• Documentation: The Contractor shall provide a formal Warranty Certificate at project closeout, detailing covered systems, effective dates, and contact procedures for initiating claims.

11.3 General Workmanship Warranty

• Scope: Covers installation, materials, and workmanship for all contractor-provided labor and equipment.

o Ensure that all wiring, connections, and mounted equipment remain securely installed and function correctly.

o Protects against faulty workmanship, requiring the contractor to repair or replace any improperly installed components.

o Guarantees that control box inspections and modifications do not lead to premature failure or operational issues.

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11.4 Warranty Documentation and Transferability

• At project completion, the contractor shall provide a written warranty statement detailing the coverage periods, terms, and conditions.

• The warranty shall specify contact information for technical support, including phone numbers, email addresses, and emergency response contacts.

• If any warranties are provided by third-party manufacturers, the contractor shall ensure these warranties are fully transferable to the National Park Service.

• The contractor shall provide all manufacturer warranty documents along with detailed maintenance guidelines to assist park personnel in routine system upkeep.

ITEM 12. Inclusions, Exclusions, and Assumptions

This section outlines the specific work elements included in the contract, identifies tasks that are explicitly excluded from the scope, and establishes key assumptions that must be met to successfully complete the project.

12.1 Inclusions

The following items are included in the scope of work and will be provided as part of the contract:

• HVAC System Assessment Report. This report will document the current condition of the

HVAC controls, outline any identified deficiencies, and recommend corrective actions for long-term system efficiency.

Twelve (12) Month Warranty Period from Customer Acceptance – A one-year warranty will be provided from the date of final project acceptance. This warranty covers software performance, airflow balancing, and general workmanship, as outlined in the Warranties section of this document.

12.2 Exclusions

The following items are not included in the scope of work and will require separate authorization and additional costs if needed:

• Any Work Not Specifically Listed Herein – Any modifications, repairs, or additional services beyond those explicitly detailed in this Scope of Work are excluded. Additional work must be authorized separately by the Contracting Officer (CO).

12.3 Assumptions

The following conditions are assumed and must be met for the contractor to complete the project as scheduled:

• Assumes Normal Business Hours of 7:00 AM – 5:00 PM – All work will be performed Monday through Friday during standard business hours, unless otherwise approved by the COR. Any overtime or weekend work will require prior approval.

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• Customer Will Provide Access to All Required Work Areas Without Unnecessary Delay – The

National Park Service shall ensure unrestricted access to all areas necessary for the contractor to complete the work. Any delays caused by restricted access may impact the project schedule and will not be the responsibility of the contractor.

ITEM 13. Project Closeout

13.1 Prior to final acceptance, the contractor shall:

• Remove all equipment, tools, and debris from the site.

• Submit all required submittals and updated control/as-built documentation related to changes implemented under this contract to the COR..

• Submit a final commissioning report with photos, data logs, system trends, and verification checklists. Use standardized templates as required by the COR.

• Restore all equipment access panels, labeling, and enclosures.

• Conduct a final walkthrough with the COR and correct all punch list items within 10 calendar days.

13.2 Deliver one printed and one electronic copy of the updated HVAC control/as‑built drawings and reports reflecting all commissioning‑related modifications. The COR will conduct a final inspection before project acceptance

ITEM 14. Execution

Phase 1 – Mobilization and Pre-Inspection Review:

• Conduct site orientation and safety briefing.

• Review mechanical system documentation and drawings.

• Confirm access, shutdown procedures, and staging areas with COR.

• Verify list of equipment covered under SOW.

Phase 2 – Exhaust Fan and VAV/FCU Unit Inspections and Maintenance:

• Clean, vacuum, and inspect grills, fans, and coils.

• Lubricate bearings and dampers as required.

• Check and replace belts, sheaves, and linkages.

• Check electrical connections and tighten all terminations.

• Test control functionality and check amperage/voltage.

• Inspect fan assemblies, mounting hardware, motor supports, and gaskets.

• Replace 6 VAV CFM controllers, 2 FCU fan motors, and 3 CO2 sensors (FCUs 5, 8, 21).

• Inspect heat exchangers, electric heaters, and damper operations.

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Phase 3 – AHU Inspection and Preventative Maintenance:

• Inspect bearings, belts, fans, shafts, and align components.

• Clean heating/cooling coils, pans, and intakes.

• Apply biocide tablets to pans and clear all condensate lines.

• Test control sequences, safety controls, and record motor amperage.

• Lubricate and clean motors, bearings, fan wheels, and scrolls.

• Inspect and clean condensate pumps.

• Replace filters with high-efficiency contractor-provided units.

• Check VFD programming and perform reprogramming as necessary.

Phase 4 – AC and Chiller Maintenance and Limited Repair:

• Measure and record volts/amps on compressors and condenser fan motors.

• Check starters, contactors, operating temps, refrigerant charge, oil level/contamination.

• Replace 3 faulty condenser fan motors and blades.

• Adjust VFDs and validate superheat, head pressure, and safety settings.

• Clean condenser and evaporator coils.

• Check unloader, logic controller, and refrigerant controls.

• Tighten electrical connections and lubricate motors.

• Identify and address refrigerant or oil leaks per EPA regulations.

• Dispose of used refrigerant in compliance with environmental laws.

Phase 5 – Chilled Water Loop Repairs:

• Isolate glycol/water loop.

• Locate and repair any leaking sections.

• Pressure test repaired areas for verification.

• Any findings that indicate the need for substantial piping replacement or new construction shall be documented in the final report for separate consideration by the Government.

Phase 6 – Verification and Documentation:

• Submit weekly maintenance logs including completed tasks and observations.

• Provide final quality assurance report listing all tasks completed, repairs made, and deviations.

• Submit before-and-after images of major components cleaned or repaired.

• Annotate any control or programming updates made during maintenance.

• Final walkthrough with COR and resolution of punch list items within 10 days.

Phase 7 – Safety, Compliance, and Standards:

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• All work performed under OSHA 29 CFR 1926, ASHRAE standards, NEC 2023, and EPA refrigerant handling regulations.

• All personnel to use appropriate PPE and maintain daily safety logs.

• Electrical work only by qualified individuals designated by the contractor.

• Maintain spill kits, SDS binders, and signage in work areas.

END OF SECTION