Attachment_1_-_Replace_Plate_Heat_Exchange_SOW_2026.docx

SCOPE OF WORK (SOW) INDE CHILLER PLANT PLATE HEAT EXCHANGER REPLACEMENT

02/17/2026

Vision Statement

1 Introduction

1.1 Vision

Independence National Historical Park desires to replace existing plate heat exchange with a new heat exchanger with the same characteristics to improve energy efficiency and maintainability.

1.2 Background

Independence National Historical Park operates a central chiller plant to supply up to 1100 tons of cooling via underground chilled water piping throughout the park. During winter months, chiller plant utilizes a plate heat exchanger to provide and energy efficient means to cool the chilled water. Plate heat exchange has operated since

1.3 Scope

Contractor to provide the personnel, materials, and equipment to complete the following tasks:

1.3.1 Procure a new plate heat exchanger. Contractor to provide submittal documenting proposed plate heat exchanger for review by the government, prior to purchase. Government shall review submittal and confirm heat exchanger meets the requirements of this PWS. Government shall review and either provide approval or return with comments on why the submitted heat exchanger does not meet the requirements of this PWS within 10 business days of submittal being provided to the government.

1.3.2 Remove and dispose of existing plate heat exchanger. Includes removal & disposal of insulation and piping requiring replacement/modification.

1.3.3 Install new heat exchanger. Includes replacement/modification of equipment pad, coating of new/modified pad, and re-insulation and pipe labelling. Equipment tag to be replaced with new, three-layer plastic with white lettering on contrasting background color, consistent with other equipment labels on chiller plant equipment.

1.3.4 Test installed plate heat exchanger to document proper operation of existing controls with new equipment.

2 General Requirements

This section describes the general requirements for this effort. The following sub-sections provide details of various considerations on this effort.

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 Procuring Contracting Officer (PCO) 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. The contractor shall provide corrective action plans, proposal submittals, timely identification of issues, and effective management of subcontractors. The contractor shall seek to ensure customer satisfaction and 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 Independence National Historical Park and the contractor's corporate offices.

2.3.2 Contract Administration

The contractor shall establish processes and assign appropriate resources to effectively administer the requirement. The contractor shall respond to Government requests for contractual actions in a timely fashion. The contractor shall have a single point of contact between the Government and Contractor personnel assigned to support contracts or task orders. The contractor shall assign work effort and maintaining 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 Government non-work days or other periods where Government offices are closed due to weather or security conditions. The contractor shall maintain the currency of their employees by providing initial and refresher training as required to meet the PWS requirements. The contractor shall make necessary travel arrangements for employees. The contractor shall provide necessary infrastructure to support contract tasks including, but not limited to, tools, specialized equipment, plumbing fitting and tradesmen to connect survey equipment to existing fittings and connection points or to create required connection points and restore piping system at conclusion of the vide survey and piping measurements tasks. The contractor shall provide administrative support to employees in a timely fashion (time keeping, leave processing, pay, emergency needs). The contractor shall provide Project Management, technical services, and report compiling/documentation as required to support the tasks listed in section 1.3 of the PWS.

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 Officer Representative (COR). Cross teaming may or may not be permitted.

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 provide the necessary resources and infrastructure to manage, perform, and administer the contract.

2.6 Location and Hours of Work

2.6.1 Location

Work to be performed at Independence National Historical Park primarily at the Central Chiller Plant at 143 S 3rd St, Philadelphia, PA 19106.

2.6.2 Allowable Work Hours:

Work shall generally be performed during normal business hours between 7:30 am and 5:00 pm Monday thru Friday EXCEPT Federal Holidays. Work outside these hours are not permitted without prior approval of the Contracting Officer with concurrence of the Park.

2.6.3 Constraints on Parking:

No parking is allowed on Park property. All contractors shall park vehicles either in area parking garages or on street where and as permitted by law at contractor risk.

2.6.4 Weather Related Delays:

In the event that severe weather causes Park to close to the public, government support will not be available and building may not be accessible due to weather conditions. Contractor may elect to suspend survey or measurements and shall notify Contracting officer of the delay immediately, in writing.

2.7 Travel / Temporary Duty (TDY)

Travel to facility may be required by contractor to complete required surveys. All travel requirements (including plans, agenda, itinerary, or dates) shall be pre-approved by the government (subject to local policy procedures), and is on a strictly cost reimbursable basis. Costs for travel shall be billed in accordance with the regulatory implementation of Public Law 99-234 and FAR 31.205-46 Travel Costs (subject to local policy & procedures; may reference FAR).

3 Performance Requirements

The following section specifies the Performance Objectives and Performance Elements for the contract.

3.1 Heat Exchanger:

Heat Exchanger: Plate & frame, gasketed design Capacity: 1056 kW at 55°F hot – 50°F cold Flows: Hot – 925 gpm; Cold –1458 gpm Materials: 316 stainless plates, EPDM gaskets suitable to 225°F Pressure: 150 psi design; 250 psi test Connections: Cold: 8″ ANSI 150# flanged / Hot: 10” ANSI 150# flanged Standards: ASME VIII where applicable Accessories: Low point drains, support pads

3.2 Piping

3.2.1 All modified piping to match existing materials.

3.2.2 Piping to provide flanges to match ANSI 150# flanges on supplied equipment.

3.3 Insulation

3.3.1 Insulation to match existing materials. Where existing insulation is missing or removed within 20’ of plate heat exchanger, contractor shall replace with new.

3.3.2 Install new/missing piping labels within 20’ of plate heat exchanger to match existing color and text.

3.4 Testing

3.4.1 Test & balance heat exchanger. Demonstrate proper flow with no leaks. Confirm valve functions and temperature and pressures are as expected. Document findings in a written report provided to the government.

3.5 Documentation and Warranty

3.5.1 Provide Installation, Operation and Maintenance manual in PDF format for all installed equipment/valves.

3.5.2 Provide written one year parts & labor warranty on installed Plate Heat Exchanger.

3.5.3 Provide Testing and balancing report, inclusive of the verifications noted in para 3.4 Report documenting testing performed and results.

4 Special Requirements This section describes the special requirements for this effort. The following sub-sections provide details of various considerations on this effort.

4.1 Security and Safety

This section describes the security and safety for this effort. The following sub-sections provide details of various considerations on this effort.

4.1.1 Security

All contractor requiring on-site access will need to be escorted OR to have a Tier I background check completed prior to requesting a visitor access badge. An OF-306 form will need to be completed and submitted for each contractor requiring access.

Candidate will need to complete application in NBIS (online) and coordinate with the Park for fingerprinting.

Visitor Group Security Agreement. The contractor shall sign a Contractor Visitor Group Security Agreement to acknowledge park security protocols for accessing buildings at the beginning and end of the work day and badge display requirements.

All contractors will be required to obtain and display a Visitor Badge while working on Park property.

4.1.2 Safety

Contractor Compliance: The contractor and its subcontractors shall comply with Public Law 91- 596 (Occupational Safety and Health Act (OSHA)) and the Environmental, Safety, and Occupational Health (ESOH) (DODD 4715.1E). These requirements shall be incorporated into the contractors safety and health program. The Department of Defense (DoD) participates in the OSHA Voluntary Protection Program (VPP). Contractor personnel performing services on a DoD installation shall participate in the local VPP. Information on the VPP is available at http://www.osha.gov/dcsp/vpp/index.html.

Mishap Notification and Investigation: The contractor and its subcontractors (if applicable) shall promptly report pertinent facts regarding mishaps involving Government property damage or injury to Government personnel and to cooperate in any resulting safety investigation. The contractor shall notify (via telephone) the cognizant contracting officer, the contracting officers representative, and/or other applicable members within four (4) hours of all mishaps or incidents. The Government person notified by the contractor will in-turn notify the Safety office. Contractor notifications made after duty hours shall be reported to the appropriate installation Command Post. If requested by the cognizant contracting officer, the contracting officers representative, and/or the cognizant program manager, the contractor shall immediately secure the mishap scene/damaged property and impound pertinent maintenance and training records until released by the investigating safety office. If the Government investigates the mishap, the contractor and the subcontractors shall cooperate fully and assist the Government personnel until the investigation is completed.

4.2 Transition - Not applicable

4.3 Government Furnished Materials

The Government will make available the as-built drawings of the chiller plant if requested.

4.4 Environmental Requirements

No chemicals are to be disposed of in floor drains or sanitary sewer without Park permission and an SDS supplied indicating it is safe to do so.

4.5 Applicable Directives

The contractor shall comply with all documents listed below as mandatory and referenced under paragraph 3.0, Performance Requirements. Compliance with documents listed as non- mandatory is the contractors' option.

SUPT-033 Hot Work Policy (Attachment XX)

ASME VIII

4.6 Quality

This section describes the Quality Control components for this effort. The following sub-sections provide details of various considerations on this effort.

4.6.1 Quality Control

The Contractor shall develop a Task/Delivery Order QCP and maintain an effective quality control program to ensure services are performed in accordance with the IDIQ contract and this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractors QCP is the means by which he assures himself that his work complies with the requirement of the contract.

The finalized QCP will be accepted by the Government at the time of the award of the Task/Delivery Order. The Contracting Officer may notify the Contractor of required modifications to the plan during the period of performance. The Contractor then shall coordinate suggested modifications and obtain acceptance of the plan by the Contracting Officer. Any modifications to the program during the period of performance shall be provided to the Contracting Officer for review no later than 10 working days prior to effective date of the change. The QCP shall be subject to the Governments review and approval. The Government may find the QCP "unacceptable" whenever the Contractors procedures do not accomplish quality control objective(s). The Contractor shall revise the QCP within 10 working days from receipt of notice that QCP is found "unacceptable."

5 Deliverables

The contractor shall provide deliverables as described in subsequent task orders. Deliverables shall be specified by the government. Format and delivery schedule for deliverables shall be outlined in CDRLs and/or other means TBD.