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This Performance Work Statement (PWS) details a HVAC preventative maintenance contract for the US Department of Agriculture's Interagency Natural Resource Center (INRC) in Coeur d'Alene, Idaho. The contract requires a contractor to provide comprehensive maintenance and repair services for HVAC and refrigeration systems in two buildings totaling 27,723 square feet, located at 3232 and 3260 West Nursery Road, with maintenance frequencies including monthly, quarterly, semi-annual, and annual service intervals.

Key contract requirements include performing detailed preventative maintenance on specific equipment such as Energy Recovery Ventilators, Variable Refrigerant Flow Fan Coils, Heat Recovery Units, and various furnaces and heating systems. The contractor must respond to critical system failures within 4 hours, submit service reports within three business days of each service visit, provide all necessary supplies and materials, and adhere to strict safety and security protocols. The maintenance will cover equipment inspections, filter replacements, belt services, electrical connection checks, and system performance evaluations across multiple building systems, with the goal of maintaining operational efficiency and preventing unexpected equipment failures.

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US Department of Agriculture (USDA)

INRC HVAC PM

Interagency Natural Resource Center Idaho Panhandle National Forests-Supervisor’s Office/Dispatch Center 3232 & 3260 W Nursery Road Coeur d’Alene, Idaho 83815

Contents

Project3
General Information3
1.0 Scope of Work3
2.0 Background3
3.0 Definitions3
Contractor Requirements3
4.0 Technical Requirements / Tasks3
5.0 Schedule5
6.0 Government Furnished9
7.0 Deliverables9
8.0 Contractor’s Key Personnel10
9.0 Security Requirements10

Project INRC HVAC Preventative Maintenance Service Contract

General Information

1.0 Scope of Work

This requirement is for the Contractor to provide all labor to complete maintenance and repair services on the Heating, Ventilation, Air Conditioning (HVAC) and refrigeration systems at the Interagency Natural Resource Center (INRC) buildings. Contractor will be required to complete all Monthly, Quarterly, Semi-Annual, and Annual preventative maintenance, providing all incidentals and materials. The Contractor shall submit a service report to the Contracting Officer’s Representative (COR) at the completion of each service visit and with the service report, the Contractor shall include corrective maintenance required.

2.0 Background

The INRC completed construction in 2019-2020 on its Main Office, Warehouse and Dispatch Center (27,723 SF) located at the following location(s):

Building Locations - (INRC Main Office, Warehouse and Dispatch Center):

Main Office: - 3232 West Nursery Road, Coeur d’Alene, ID 83815

Warehouse & Dispatch Center: - 3260 West Nursery Road, Coeur d’Alene, ID 83815

3.0 Definitions

· Contracting Officer Representative (COR). The COR is the Contracting Officer’s (CO) representative on-site who will ensure that the Government’s technical objectives are met. To this end, the COR will provide necessary information, direction, coordination, monitor, and recommend the necessary actions to the CO within the contractual work description. The COR is not authorized to change any of the terms and conditions of this contract regarding money, time, and/or scope of the contract.

· Government Technical Monitor (GTM). The GTM is the designated representative to ensure technical objectives are met and asset the COR and Contracting Officer (CO) as an inspector to monitor Contractor performance. The GTM is not authorized to change any of the terms and conditions of this contract regarding money, time, and/or scope of the contract.

· Contracting Officer (CO). The CO is the contract authority to enter into, administer, and/or terminate contracts and make related determinations and findings. Only the CO has the authority regarding time, money, or changes to the contract. The term includes certain authorized representatives of the contracting officer (i.e. COR and GTM) acting within the limits of their authority as delegated by the CO.

· Quarterly Maintenance: All Quarterly Maintenance shall be performed every 3 months during the following months listed below unless otherwise authorized in writing by the CO or COR: March, June, September, and December.

· Semi-Annual Maintenance: All Semi-Annual Maintenance shall be performed every 6 months during the following months listed below unless otherwise authorized in writing by the CO or COR: June and December or March and September.

· Annual Maintenance: All Annual Maintenance shall be performed every 12 months during the following month listed below unless otherwise authorized in writing by the CO or COR: September.

Contractor Requirements

4.0 Technical Requirements / Tasks

The Contractor shall provide all personnel, equipment, materials, facilities, supervision, management, and transportation necessary to fulfill the requirement of this Performance Work Statement (PWS) in accordance with the regulatory, references, and information sources provided within this PWS and any subsequent regulatory or policy changes.

4.01 Safety: During the execution of this contract, the Contractor shall conform to the rules and regulations set forth by OSHA Safety and Health Standards.

4.02 Contractor Security Requirements: The Contractor shall provide a list of all on-site personnel in writing, including sub-contractors to the Contracting Officer (CO) upon the CO’s request. The Contractor shall update this list when changes occur in writing to the CO. Contractor personnel not listed may be denied access to the buildings. Any person violating this policy may lose access to the buildings.

4.03 Continuity of Building Maintenance. Schedule work to minimize interference with the facility’s normal operations. Contractor shall not schedule work within a conference room anytime the room is occupied. Contractor shall notify the COR/GTM in advance of any system shutdowns. Contractor shall perform all on-site work between the hours of 8:00 AM and 5:00 PM, Monday through Friday (Federal Holidays excluded), unless otherwise approved by the COR.

4.04 Notification of Service. The Contractor shall schedule all maintenance with the COR/GTM at least 24 hours in advance to ensure equipment receives the required monthly, quarterly, semi-annual, and annual maintenance.

4.05 Access. The COR will provide any keys/access codes to the mechanical spaces for use by the Contractor during the scheduled work. All keys shall be returned to the Government prior to the end of the contract. For unscheduled or critical repairs, the Contractor shall inform the COR/GTM upon arrival.

4.06 Supplies.

The Contractor shall provide all supplies for HVAC and refrigeration maintenance in accordance with the contract requirements. Pleated filters shall be of the correct size and proper particulate filtration for the unit (refer to Test and Balance documents (INRC and Dispatch) for specifications and in Section “5.0 Schedule” for additional information). Drive belts shall be the correct width and length in accordance with manufacturer’s specifications of the specific machine.

4.07 Preventative Maintenance.

The Contractor shall provide all labor and materials to perform maintenance on equipment listed in the table under “5.0 Schedule” for the INRC Main Office and the INRC Warehouse and Dispatch Center in accordance with procedures and frequency listed in this contract. See Mechanical Plans and/or Test and Balance documents for additional unit information. All maintenance shall be coordinated with the COR or GTM 24 hours in advance to the Contractor performing the work.

a. Filter Service. The Contractor shall furnish and install quality air filter media with a minimum MERV rating referred to in Section “5.0 Schedule”. Replacement filters shall be of a size and quality appropriate for the equipment. Unit information including filter size can be found in the two Test and Balance documents (one for the INRC Main Office and one for the Dispatch Office).

b. Belt Replacement Service. The Contractor shall inspect drive belts during the quarterly service and replace them as necessary (at least annually). This service prevents the possibility of equipment failure due to failed belts and the need for unplanned service calls.

c. Motors. Contractor’s specific tasks include lubrication, checking for unusual noises, vibration, or corrosion. Contractor shall ensure the panels are secured and alignment is adjusted. Voltage, amperage, and pressure readings shall be recorded and included in the service report.

d. Make-up Air Unit. Contractor’s specific tasks include lubrication, checking for unusual noises, vibration, or corrosion. Wiring and starter contactors shall be inspected. Contractor shall cycle heat and check for proper temperature rise, check dampers and controls for proper operation, check gas train for proper operation and any indication of leaks, and check belt sheaves, and enthalpy wheel for alignment, wear, and tension. Replace belts annually. Unit information can be found in the Mechanical Plans-INRC Warehouse document.

4.08 Critical Repairs. The Contractor shall respond to any critical system failures and have a technician onsite within 4 hours or less when contacted by authorized Government designated representative i.e. CO, COR, or GTM. If the Contractor is unable to respond within the 4-hour response time for critical repairs, the Government reserves the right to contact another Contractor to perform the critical repair service to keep critical systems operational. Non-critical system failures response time will be mutually agreed upon between the Contractor and Government designated representative. The Contractor is also responsible for making all unanticipated repairs to the HVAC and refrigeration equipment and systems. Authorization will not be given until the Contractor provides an estimated cost (labor and parts) to the CO. The Government will document the hourly services on a daily diary or shift ticket.

a. Covered Critical Repairs. For those critical repairs that have an estimated cost of less than the balance of the “Critical HVAC Repair” line item, authorization will be issued through a written approval by the Contracting Officer. The balance of this contract line item can be used to cover all costs associated with the critical repairs (labor and parts).

b. Surplus Critical Repairs. Authorization for critical repairs that are anticipated to exceed the current contract balance of the “Critical HVAC Repair” line item shall be issued through bilateral modification.

4.09 Service Report. The Contractor shall submit a service report to the Contracting Officer’s Representative (COR) within three business days of the completion of each service visit. At a minimum, the Contractor shall include corrective maintenance completed, required, and anticipated.

5.0 Schedule

INRC-MAIN OFFICE PREVENTATIVE MAINTENANCE

Quarterly Requirements
To be performed every three months (March, June, September, and December)

Energy Recovery Ventilator (ERV)

• Inspect all belts for cracking or uneven wear

• Adjust belts for proper tension

• Inspect quarterly and replace the belt annually unless earlier replacement is necessary

• Check blower and motor bearings

• Lubricate bearing as necessary with Exxon Polyrex grease every 2,500 hrs

• Check sheaves for proper alignment

• Check sheaves for grooving or wear

• Check damper positions and tighten damper linkage

• Check and tighten all electrical connections

• Check all contactor and relay points

• Check and clean variable frequency drives

• Vacuum out and remove dust and dirt from blower wheels

• Perform general cleaning and visual inspection of unit

• Vacuum out energy exchange core elements

• Replace eight (8) 20” x 20” x 2” Merv 8 Air filters

Variable Refrigerant Flow Fan Coils

• Check unit cabinet for signs of physical damage

• Check the indoor unit air intake and discharge registers

• Clean return air intake register

• Check and clean condensate drain to ensure it is not blocked

• Check the condition of the heat exchanger (indoor coil)

• Clean the heat exchanger and repair any fin damage as necessary

• Make sure indoor fan is free of dirt, debris, cracks, etc.

• Check and tighten fan motor mounts and connections as necessary

• Ensure that the refrigeration piping insulation is not damaged

• Ensure all refrigerant piping insulation is connected properly

• Check for signs of refrigerant leakage, i.e. oil in the drain pan of the unit

• Check flared joints and pipe insulation signs of refrigerant oil

• Tighten all electrical connections

• Check that all connectors are securely connected to the indoor unit Printed Circuit Board (PCB)

• Ensure all cabinet screws are secure

• While operating, check for any abnormal noise or vibration

• Check the set points for space heating and space cooling

• Check the current time and day setting on the controller

• Test all heating and cooling zones for proper operation

Heat Recovery Variable Refrigerant Flow Heat Pump Units & (2) Ductless Mini-Split Systems

• Check unit cabinet for signs of physical damage

• Check the outdoor unit air intake and discharge for obstructions

• Check damper motors and damper linkage for proper operation

• Ensure the outdoor cabinet drains are clear

• Check the condition of the heat exchanger (outdoor coil)

• Clean the heat exchanger and repair any fin damage as necessary

• Make sure the outdoor fan is free of dirt, debris, cracks, etc.

• Ensure the inverter fans are clean and operational

• Check motor mount to ensure that it is securely connected to the fan motor

• Ensure that the refrigeration piping insulation is not damaged

• Ensure all refrigerant piping is insulated

• Check for signs of refrigerant leakage, i.e. oil in the base of the unit and around brazed joints

• Tighten all main power supply electrical connections and torque to 0.87-1.06 ( lbs.- ft )

• Tighten all control and transmission connections and torque to 0.58-0.72 ( lbs.- ft )

• Ensure all cabinet screws are in place and are secure

• While operating, check of the system for any abnormal noise or vibration

Heat Recover Variable Refrigerant Flow Heat Pump Units ONLY:

• Check electric heater on condensate drain lines for proper amperage

• Check that all connectors are securely connected to the outdoor unit Printed Circuit Board (PCB)

• Clean the aluminum cooling fins or refrigerant cooling loop on the inverter board

• Service Checker operational data observed, saved, and logged

(2) Ductless Mini-Split Systems ONLY:

• Remove air filter and wash with a mild soap solution

Semi-Annual Requirements
To be performed every six months (March and September)

Exhaust Fans

• Inspect bolts and setscrews for tightness

• Clean exterior surfaces

• Remove dust and grease on the motor housing

• Check unit for proper operation

Control Dampers and Louvers

• Check the actuator and tighten the linkage or coupling as necessary

• Clean damper blades and other working parts

• Lubricate linkage, bearings and other moveable parts with silicone or graphite lubricants. Do not use petroleum based products

• Cycle damper / actuator and check for proper operation

Variable Refrigerant Flow Fan Coils

• Replace all air filters with Merv 10 pleated

• Option Item-Additional Fan Coil Filter Change (only completed with a modification to exercise option items): Replace all air filters identified by COR with Merv 10 pleated (June and/or December)

Branch Selector Boxes

• Check refrigeration valves and connections for refrigerant oil

• Check all electrical connections

Annual Requirements
To be performed once per year (September)

Gas-Fired Unit Heaters

• Clean all dirt, lint, and grease from the combustion air opening and venter assembly

• Clean all dirt, lint, and grease from the fan blade, fan guard, and motor

• Check the heat exchanger both internally and externally

• Check the burner for scale, dust, or lint accumulation. Clean if necessary

• Check gas valve to ensure that gas flow is being shut off completely

• Check and clean flame sensor and ignitor

• Check limit switch and safety controls

• Check the vent or vent/combustion air system for soundness. Clean openings

• Check the wiring for any damaged wire

• Check and tighten electrical connections

• Remove any external dirt or dust accumulation

• Visually check the heat exchanger for cracks and holes

• Inspection of the lower portion of the heat exchanger

Electric Heaters

• Remove the front panel and vacuum out any accumulated dirt build-up

• Check and tighten all electrical connections

WAREHOUSE AND DISPATCH CENTER PREVENTATIVE MAINTENANCE

Monthly Requirements
To be performed every month

Carrier Furnaces F-1 through F-7

• Replace filters per the Test and Balance document for INRC-Dispatch

Semi-Annual Requirements
To be performed twice per year (March and September)

Carrier Furnaces F-1 through F-7

• Inspect external wiring for damage

• Inspect electrical disconnect for proper function

• Inspect and clean blower assembly (includes blower housing, blower wheel, and motor)

Heating/AC System

• Inspect airflow system (ductwork). Check for leaks

• Inspect evaporator coil. Clean as necessary

Carrier Ductless Split Heat Pump Units HP-1 through HP-3

• Inspect and clean filters

Carrier Condensing Units CU-1 through CU-10

• Check for unusual noises, vibrations, or corrosion

• Inspect wiring

• Check controls for proper operations

• Clean as necessary

Annual Requirements
To be performed once per year (September)

Carrier Furnaces F-1 through F-7

• Inspect gas valve and check for proper manifold pressure. Adjust as necessary

• Inspect the ignition system and safety controls. Clean and adjust as necessary

• Inspect control box, associated controls, wiring and connections

• Check combustion blower housing for lint and debris and clean as necessary

• Inspect burner assembly (clean as necessary)

• Inspect RPJ heat exchanger (clean as necessary)

• Inspect flue system-check for proper attachment to the furnace, dislocated sections and signs of corrosion (repair or replace as necessary)

• Inspect gas supply line and manual shut-off for leaks

Carrier Ductless Split Heat Pump Units HP-1 through HP-3

• Check condensate pumps, drains and lines

• Check for proper operation

• Unit Heaters UH-1 through UH-7

• Make-Up Air Units MUA-1

• Gravity Ventilators GRV-1 through GRV-3

• Electric Wall Heater EWH-1 through EWH-8

• Lubricate as necessary

• Check for unusual noises, vibration, or corrosion

• Inspect wiring and starter contactors

• Cycle heat and check for proper temperature rise (MUA and EWH)

• Check dampers and controls for proper operation

• Check gas train for proper operation and any indication of leaks

• Check belt sheaves and enthalpy wheel for alignment, wear, and tension

• Check for proper operation

• Replace belts

6.0 Government Furnished

The Government shall provide the following property and materials to the Contractor for use in the performance of this contract in accordance with FAR clause 52.245-1 Government Property, incorporated by reference in this contract.

Electrical power will be furnished by the Forest Service at existing power outlets to operate such equipment as is necessary for contract performance. If any floor outlets are utilized, they are to be returned to a condition that will not constitute a tripping hazard. Under no circumstances will the Contractor's employees unplug Government equipment to access electrical power. Hot and cold water will also be made available to the Contractor as needed. The Government will furnish space in the building for the storage of supplies and equipment to be used in the performance of work under the contract. The Contractor shall maintain this space in a neat and orderly condition. NO flammable or explosive liquids such as gasoline shall be stored in the building.

7.0 Deliverables

Key Deliverable

Deliverable
Objective
Due
1
Contractor supplied products/services
Filters, refrigerant, oil, parts, etc. as outlined in section.
Shall be provided with each service. Refer to Section 4.0
2
Service Reports
A detailed service ticket or report shall be submitted to the COR upon completion of each service. The status report shall be advisory and identify potential problems in the HVAC systems.
Annual, Semi-Annual, Quarterly, and Monthly service reports shall be due within three (3) business days of completion of services until the contract expires.
3
Critical Repairs
Critical, emergency, urgent, or additional services must be recorded and reported to the COR within three business days of service
Call-outs for critical/emergency/urgent services shall only be authorized by the CO and a detailed, itemized, written (email) service report must be submitted to the CO/COR within three days of completion of service.
4
Safety Data Sheets (SDS)
Provide SDS on all chemical and hazardous materials used on the premises.
Shall be provided to the CO for record and placed in the basement mechanical room and visible to occupants. Contractor shall update SDS as necessary.

8.0 Contractor’s Key Personnel

Account Manager All Local Service Technicians assigned to this contract

9.0 Security Requirements

The service technician(s) will be provided with an electronic site access badge allowing them access during regular business hours. The site badges are Government property and must be reported immediately if stolen, missing, or the contract is inactive. If a technician will no longer be assigned to service these facilities, the card must be returned to the COR immediately. All cards must be returned to the COR at the end of active contract period of performance.

Technicians are required to perform work on scheduled business days between the hours of 8:00 AM and 4:00 PM. Work required outside of these hours will require prior approval by the COR. Contractor employees shall be escorted by Forest Service staff, unless otherwise prearranged and authorized by the by COR three (3) business days prior to beginning work.

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