B08_-_140FS126Q0050_Full_Solicitation_Package.pdf

United States Department of the Interior

FISH AND WILDLIFE SERVICE

**Please read the entire Request for Quotation (RFQ) and all attachments prior to submitting quote**

This is a Firm-Fixed Price Contract. All responsible business sources may submit a quote, which shall be considered by the agency. The basis of award is best value, determined by consideration of price and other factors described on the following page will result in the selection of the quote most beneficial to the government. Award will be made to a responsible source pursuant to FAR subpart 9.1.

This is a solicitation for commercial supplies/services prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation, and the number is 140FS126Q0050. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular. The NAICS code is 541330 – Engineering Services and a PSC of R425 – Engineering and Technical Services. This requirement is in accordance with FAR Part 12, Acquisition of Commercial Items, and award will be pursuant to FAR Part 13.

Complete the SF-1449 (and any Amendments thereto), Filled out Bid Schedule, your Unique Entity ID assigned by SAM.gov (https://sam.gov/content/home), valid email address. In order to have a quote considered, prospective offerors must have an Active SAM (System for Award Management) Registration (https://sam.gov/content/home) with no listed exception

Submit all offers via email to Tanner Frank: Tanner_Frank@IOS.DOI.gov Telephone calls not accepted.

Site Visit: Current System Plans and Building Drawings can be provided during a site visit. A site visit may be scheduled upon request. Must RSVP to Sharon Vaughn at Sharon_vaughn@fws.gov Sacramento NWR Visitor Center 752 County Road 99W, Willows, CA 95988.

Request for Information: RFI’s will be accepted until 1 PM Central Time on 3/20/2026 via email. Submit RFI to Tanner_Frank@IOS.DOI.gov

NOTICE TO PROSPECTIVE CONTRACTORS: If Sub-contractors will perform on this project, the Prime contractor must upon request provide subcontractor information, i.e., company name, supervisor name and contact information and valid email address and telephone number. Failure to do so could result in the quote being considered non-responsible and ineligible for award.

Quotes Due: 1:00 PM Central Time on 3/26/2026

Additional Evaluation Factors

Factor 1: Technical Approach The technical approach shall contain sufficient detail to determine whether the offeror provides a sound, compliant approach that meets the requirements of the Statement of Work and demonstrates a thorough knowledge and understanding of those requirements. The offeror shall demonstrate the ability to provide well-formatted, edited, succinct, and cohesive deliverables. The submission shall clearly identify all risks, assumptions, exclusions, and dependencies inherent in the proposal.

Factor 2: Project Schedule The offeror shall provide information on the team’s project scheduling capabilities. The proposal shall describe how the team will implement and manage the project schedule.

The offeror shall discuss internal procedures for handling delays in order to minimize schedule creep. The proposal shall also identify how labor and other resource constraints will be managed to reduce costs and provide an achievable and flexible schedule.

Factor 3: Relevant Experience The offeror shall provide a description of similar projects completed within the past five years. This may include work performed for the U.S. Fish and Wildlife Service, NOAA, or other federal agencies. Descriptions should demonstrate the offeror’s ability to successfully complete projects of comparable scope and complexity.

Factor 4: Past Performance The offeror shall provide information regarding the team’s past performance on projects involving the same or similar services.

WOMEN-OWNED SMALL

BUSINESS (WOSB)

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NUMBER 3.AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NUMBER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

REQUEST

FOR QUOTE

(RFQ)

INVITATION

FOR BID

(IFB)

REQUEST

FOR

PROPOSAL

(RFP)

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Government Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 29. AWARD OF CONTRACT: REFERENCE

. YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NORTH AMERICAN

INDUSTRY CLASSIFICATION

STANDARD (NAICS):

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

THE DEFENSE PRIORITIES

AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

SET ASIDE: % FOR:

11. DELIVERY FOR FREE ON

BOARD (FOB) DESTINATION

UNLESS BLOCK IS MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4.

FAR 52.212-3 AND 52.212-5 ARE ATTACHED.

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED.

8(A)

ECONOMICALLY

DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

NOTE: OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30.

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH

AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND

ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS

SPECIFIED

DATED.

OFFER

ADDENDA

ADDENDA

140FS126Q0050

See Schedule See Schedule

FWS SAT 1

FWS, SAT Team 1 5275 Leesburg Pike Falls Church VA 22041

03/26/2026 1300 CS

0044022313

Tanner Frank 0000000000

FS1

FS1

Joshua Stuart

541330

$25.5

03/11/2026

0011280619

ADMINISTERED BY:

FWS SAT 1

FWS, SAT Team 1

5275 Leesburg Pike

Falls Church VA 22041 US

DELIVER TO:

Continued...

STOCK RECORD (S/R)

STANDARD FORM 1449 (REV. 11/2021) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE RECEIVED (MM/DD/YYYY) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. EMAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

ACCEPTED,

FWS SACRAMENTO NWR

752 COUNTY ROAD 99W

WILLOWS CA 95988-9639 US

**Please read the entire Request for Quotation

(RFQ) and all attachments prior to submitting quote**

This is a Firm-Fixed Price Contract. All responsible small business sources may submit a quote, which shall be considered by the agency. The basis of award is best value, determined by consideration of price and other factors described on the following page will result in the selection of the quote most beneficial to the government. Award will be made to a responsible source pursuant to FAR subpart 9.1.

This is a solicitation for commercial supplies/services prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation, and the number is 140FS126Q0050.

The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular. The NAICS code is 541330 ¿ Engineering Services and a PSC of R425 ¿ Engineering and Technical Services.

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGES

NAME OF OFFEROR OR CONTRACTOR

SUPPLIES/SERVICES

(B)

UNIT

(D)

UNIT PRICE

(E)

AMOUNT

(F)

OPTIONAL FORM 336 (4-86)

Sponsored by GSA FAR (48 CFR) 53.110

ITEM NO.

(A)

QUANTITY

(C)

NSN 7540-01-152-8067

This requirement is in accordance with FAR Part

12, Acquisition of Commercial Items, and award will be pursuant to FAR Part 13.

Complete the SF-1449 (and any Amendments thereto), Filled out Bid Schedule, your Unique

Entity ID assigned by SAM.gov

(https://sam.gov/content/home), valid email address. In order to have a quote considered, prospective offerors must have an Active SAM

(System for Award Management) Registration

(https://sam.gov/content/home) with no listed exception

Submit all offers via email to Tanner Frank:

Tanner_Frank@IOS.DOI.gov

Telephone calls not accepted.

Site Visit: Current System Plans and Building

Drawings can be provided during a site visit. A site visit may be scheduled upon request. Must

RSVP to Sharon Vaughn at Sharon_vaughn@fws.gov

Sacramento NWR Visitor Center 752 County Road

99W, Willows, CA 95988.

Request for Information: RFI¿s will be accepted until 1 PM Central Time on 3/20/2026 via email.

Submit RFI to Tanner_Frank@IOS.DOI.gov

NOTICE TO PROSPECTIVE CONTRACTORS: If

Sub-contractors will perform on this project, the Prime contractor must upon request provide subcontractor information, i.e., company name, supervisor name and contact information and valid email address and telephone number.

Failure to do so could result in the quote being considered non-responsible and ineligible for award.

Quotes Due: 1:00 PM Central Time on 3/26/2026

Delivery: 04/30/2026

00010 Retro Commissioning Service IAW SoW

00020 minor as-needed follow-on services

(Subject to the Availability of Funds)

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGES

NAME OF OFFEROR OR CONTRACTOR

SUPPLIES/SERVICES

(B)

UNIT

(D)

UNIT PRICE

(E)

AMOUNT

(F)

OPTIONAL FORM 336 (4-86)

Sponsored by GSA FAR (48 CFR) 53.110

ITEM NO.

(A)

QUANTITY

(C)

NSN 7540-01-152-8067

(Option Line Item)

Anticipated Exercise Date 10

Sacramento National Wildlife Refuge Complex

BID SCHEDULE

Sacramento National Wildlife Refuge Retro-Commissioning Services

Each Task item shall include all cost for materials, labor, expenses, fees, permitting costs, overhead and profit associated with each item in accordance with the solicitation documents.

BASE BID TASKS

Item # Description Unit Total Cost

1 Current Conditions Assessment LS

2 Develop Retro-Commissioning Plan LS

3 Perform Calibration and Maintenance Checks LS

4 Retro-Commissioning Final Report and Recommendations LS

TOTAL COST OF BASE BID ITEMS

TOTAL PROJECT COST (BASE BID ITEMS PLUS ALL OPTIONS): $_____________________

Company Name

DUNS #

Quote Prepared By

Address

Date

Phone Number

Email

**Incomplete Price Schedules will not be considered.

US Fish & Wildlife Service Sacramento NWR Page 1 of 11

SCOPE OF WORK

Sacramento NWR Offices/Visitor Center

Retro-Commissioning Services September 16, 2025

1. This is a request for proposals for a contract to provide RETRO-COMMISSIONING SERVICES, at the Offices and Visitor Center at Sacramento National Wildlife Refuge, Willows, CA. It is the intent to contract for an inspection and evaluation of the performance of the HVAC system, the operation of the lighting systems and the associated Building Management System (BMS). The scope includes calibration of the building systems, identification of cost-effective measures to improve the overall energy performance and documentation of operational challenges and opportunities of the HVAC and electrical systems. The overall goal of this contract is to improve the energy efficiency and reducing operational cost of this building on an annual basis.

2. INTRODUCTION: The Sacramento NWR Office and Visitor Center Building was extensively renovated in 2023 with an HVAC system based on a split system air-cooled condensing unit (30 tons) with VAV terminal boxes. The system is controlled by a Johnson Controls Building Management System (BMS). Interior lighting is predominantly LED fixtures on photocells, occupancy sensors and/or manual switches.

3. OBJECTIVES: the primary objectives for conducting these activities are:

3.1. Identify and remedy the causes of the apparent high energy consumption of the building (approximately triple the design energy use).

3.2. Document baseline operating conditions through trending of performance measurements.

3.3. Optimize control systems through calibration of critical sensors, review metered data and trend logs, and perform functional equipment testing.

3.4. Identify operational and maintenance enhancements that result in improvements in energy efficiency, occupant comfort, or indoor air quality.

3.5. Identify staff O&M training needs.

3.6. Enhance documentation of the operational and maintenance (O&M) requirements for the equipment and systems included.

4. SPECIAL QUALIFICATIONS: HVAC technicians provided by the Contractor shall:

4.1. Be specifically trained on the HVAC system and have the technical ability to identify problems and expertly troubleshoot the system.

4.2. Be certified in Preventative Maintenance for Building Systems by an IACET accredited facility and shall have a minimum of 5 years’ experience maintaining building control systems and variable frequency drive fan coil units.

4.3. Have attained Journeyman certification.

4.4. Be able to identify and separate actual versus nuisance alarm logs, identify trends in alarms, determine root cause of alarm, and eliminate nuisance alarms.

Sacramento NWR Page 2 of 11

4.5. Be able to provide comprehensive training on building automation system use and optimization to the Government’s POC (Point-of-Contact, i.e. Facilities Mechanic and Building Manager).

5. SPECIFIC TASKS AND DELIVERABLES:

5.1. TASK 1: Current Conditions Assessment

5.1.1. Facilitate kick-off meeting on site.

5.1.2. Review existing systems and related documentation including system drawings, specifications, O&M manuals, utility data and energy bills.

5.1.3. Document baseline operating conditions and current facility operational requirements.

5.1.4. Define current operational requirements from original design documents and interviews with station staff.

5.1.5. Include a ‘night walk’ or weekend observation of the building in unoccupied mode.

5.1.6. DELIVERABLES:

5.1.6.1. Meeting notes

5.1.6.2. Draft Current Conditions Assessment Report for FWS review and comment

5.1.6.3. Final Current Conditions Assessment Report

5.2. TASK 2: Develop Retro-Commissioning Plan

5.2.1. Develop a retro-commissioning (Rx) plan for testing and reporting on the pertinent systems, including documentation strategies. Include the following:

5.2.1.1. Equipment, systems and/or specific measures to be included

5.2.1.2. Detailed plan for equipment calibrations, including calibration forms, test equipment and list of sensor/actuators for calibration

5.2.1.3. Maintenance checks to be performed.

5.2.1.4. Detailed plan for diagnostic monitoring/trending including data archival

5.2.1.5. Functional test to be performed

5.2.1.6. Methods to be used in analyzing the monitored/trended data.

5.2.1.7. Strategies to be used in calculating energy impacts and implementation cost estimates for opportunities identified

5.2.1.8. Implementation schedule

5.2.1.9. Define the content outline for the Final Rx Report

5.2.1.10. DELIVERABLES:

5.2.1.10.1. Draft Rx Plan for FWS review and comment

5.2.1.10.2. Final Rx Plan

5.3. TASK 3: Perform Calibration and Maintenance Checks

5.3.1. Implement diagnostic monitoring/trending. Document test equipment readings before and after the adjustment or calibration.

5.3.2. Perform functional tests.

5.3.3. A minimum of two points of calibration to check both slope and intercept is required for sensors seeing a wide range of conditions such as outside air temperature sensors.

5.3.4. Optimize control systems through calibration of critical sensors, review metered data and trend logs, and perform functional equipment testing.

Sacramento NWR Page 3 of 11

5.3.5. Identify operational and maintenance enhancements that result in improvements in energy efficiency, occupant comfort, or indoor air quality.

5.3.6. Document and analyze improvement opportunities. For the most promising measures, energy impacts will be calculated and implementation cost estimates developed.

5.3.7. Include one on-site meeting with agency representatives in this task.

5.3.8. DELIVERABLES:

5.3.8.1. Meeting notes

5.3.8.2. Daily reports of on-site activities

5.3.8.3. Test reports

5.3.8.4. List of improvement opportunities

5.4. TASK 4: Retro-Commissioning Final Report and Recommendations

5.4.1. The report shall include the following:

5.4.1.1. Executive Summary

5.4.1.2. Project Background and scope of commissioning project

5.4.1.3. Overview of activities conducted

5.4.1.4. Details of all potential improvements identified and other findings

5.4.1.5. Estimated implementation costs and energy impacts for each improvement

5.4.1.6. Current system operation sequences for all equipment and systems included

5.4.1.7. Appendix: Rx-Plan, data logs, analysis and annotated results, completed calibration worksheets, documentation of government witnessing, as applicable

5.4.2. Include one on-site meeting with agency representatives in this task.

5.4.3. DELIVERABLES:

5.4.3.1. Meeting notes

5.4.3.2. Draft Rx report for FWS review and comment

5.4.3.3. Proposed Updates to the Owner’s and Maintenance Manual (draft and final)

5.4.3.4. Final Rx report

6. CONTRACTOR FURNISHED ITEMS:

6.1. General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract. Contractor shall provide written notes of contract-related meetings.

6.2. On-Site Team Meetings: The Contractor agrees to attend at least three on-site team meetings convened by the Contracting Officer or Contracting Officer’s Representative to review or discuss the project objectives, inspection findings, issues and recommendations.

7. GOVERNMENT FURNISHED ITEMS AND SERVICES:

7.1. Services: The Government will provide updates concerning the general operating status of the HVAC system including information about losses of service, error messages, and peculiar sounds, smells, or other indications of problems.

7.2. Facilities: The Government will provide restroom facilities for the Contractors.

Sacramento NWR Page 4 of 11

7.3. Utilities: The Government will provide access to potable water and 120-volt electrical outlets for the Contractor to use as needed. The Contractor may use the water to service the HVAC units, clean tools, equipment, or other activities associated with the contract objectives. The Contractor may use the electrical outlets to operator or charge tools and accessories. The Contractor shall instruct employees in utilities conservation practices. The contractor shall be responsible for operating under conditions that preclude the waste of utilities, which include turning off the water faucets or valves after using the required amount to accomplish cleaning equipment.

7.4. Electric Bills: the Government will provide electric bills from January 2024 to the most recent month.

7.5. Station Staff: one or more maintenance staff from the refuge will be requested to attend and observe the investigative, testing and calibration tasks.

8. GENERAL CONTRACT INFORMATION:

8.1. Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program shall ensure compliance of the work with the requirements of the contract.

8.2. Hours of Operation: The Contractor shall schedule routine maintenance visits during normal operating hours between the hours of 8:00 am- 4:00 pm Monday thru Friday except Federal Holidays or when the facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

8.3. Place of Performance: The work to be performed under this contract will be performed at Sacramento NWR Visitor Center/Headquarters located at 752 Co Rd 99W in Willows, CA 95988.

8.4. Period of Performance: 90 days from Notice-To-Proceed

8.5. Type of Contract: The government will award a Firm-Fixed Price Contract with work order hourly rates established in the award.

8.6. Deliverables shall be provided in pdf format unless otherwise noted. Pdf files shall not exceed 5 MB in size each and shall be clearly bookmarked. Include annotated photos to support details.

8.7. Security Requirements: The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured. A Government representative shall be present whenever the Contractor is in the building. The POC will provide entry to locked areas that the Contractor needs to access to conduct maintenance.

8.8. Contractor Travel: Travel to and from the refuge will be the responsibility of the contractor and estimated costs should be included in bid.

8.9. Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the CO immediately whenever it becomes aware that such access or participation may result in any actual

Sacramento NWR Page 5 of 11 or potential OCI and shall promptly submit a plan to the CO to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the CO and in the event the CO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the CO may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

9. APPLICABLE PUBLICATIONS (CURRENT EDITIONS)

9.1. The Contractor must abide by all applicable regulations, publications, manuals, and local policies and procedures.

9.2. ASHRAE 62 Standards for Ventilation and Indoor Air Quality

9.3. California’s Commercial Building Guidelines for Energy Efficiency: Title 24

10. POINTS OF CONTACT:

On-Site: Sharon Vaughn, Project Leader, Sacramento NWR

530-720-6839 Sharon_vaughn@fws.gov

COR: Caroline Kreiser, Project Manager, Infrastructure Management Division

916-215-6624 caroline_kreiser@fws.gov

Sacramento NWR Page 6 of 11

TECHNICAL EXHIBIT: TECHNICAL DETAILS & REQUIREMENTS

1. Detailed Project Steps: The following sections describes anticipated detail for the execution of the tasks. Contractor may note suggested deviations from these steps in their proposal.

1.1. Review Existing Systems & Documentation

1.2. Attend meetings throughout the process including a retro-commissioning kick-off meeting in preparation for the site investigation.

1.3. Interview agency support staff and review the existing building documentation to determine the original specifications, design intent, and their relevance to current owner / user requirements. The following lists the documentation that needs to be gathered and reviewed:

1.3.1. Sub-metered utility data and energy bill (electric and gas) information for at least 12 months along with rate schedules

1.3.2. Drawings and specifications relevant to the systems scheduled for commissioning, especially control drawings and sequences of operation

1.3.3. Existing control points list for each building

1.3.4. Operating strategies programmed into the building management system (BMS)

1.3.5. Equipment list with nameplate information for equipment controlled by the

BMS

1.3.6. Existing O&M and system manuals for equipment

1.3.7. Test and balance reports; sensor calibration documentation

2. Develop Retro-Commissioning Plan

2.1. Develop a retro-commissioning plan for testing and reporting on the pertinent systems, including documentation strategies. The retro-commissioning plan shall include the following:

2.1.1. Equipment, systems, or specific measures to be included, or selection criteria for inclusion

2.1.2. Plan for reviewing existing systems and related documentation

2.1.3. Define current operational requirements from original design documents and interviews with agency staff

2.1.4. Detailed plan for equipment calibrations, including calibration forms

2.1.5. Maintenance checks to be performed

2.1.6. Detailed plan for diagnostic monitoring / trending, including data archival

2.1.7. Functional tests to be performed

2.1.8. Methods to be used in analyzing the monitored / trended data

2.1.9. Plan to assess and document the current operating strategies and sequences of operation for all systems and equipment included

2.1.10. Strategies to be used in calculating energy impacts and implementation cost estimates for opportunities identified

2.1.11. Implementation schedule

2.1.12. Define the content of the final retro-commissioning report

Sacramento NWR Page 7 of 11

3. Perform Calibration and Maintenance Checks

3.1. A list of sensors and actuators for calibration will be developed following a points list review. Using the trending capability of the control system for troubleshooting, testing, and data gathering is a cost-effective approach but only if the commissioning provider and building staff are confident that the sensors are reading properly. The appropriate amount of calibration work will depend on the level of confidence in the existing equipment and the history of problems with the controls equipment at an individual site. The calibration plan may include a comprehensive list of sensors and actuators, or critical components for select systems can be chosen. Examples of critical control sensors include those sensing static pressure, outside air temperature, return air temperatures, mixed air temperature, discharge temperature, variable frequency drive speed, flow meters, damper actuators, valve actuators, humidity sensors, and space temperature sensors.

3.2. Appropriate calibration procedures and required documentation should be included in the retro-commissioning plan, including the following items:

3.2.1. Test equipment used for calibration should have traceable calibration documentation provided in the final report.

3.2.2. Document test equipment readings versus the BMS sensor readings prior to adjustment.

3.2.3. Document the adjustments made to match the BMS sensor readings to the test equipment readings.

3.2.4. A minimum of two points of calibration to check both slope and intercept are required for sensors seeing a wide range of conditions such as the outside air temperature sensors. Adjusting the offset may be sufficient for sensors seeing a narrow range of conditions.

3.2.5. Document test equipment readings versus the BMS sensor readings following adjustment (calibration) and note date and time of the adjustments made.

4. Implement Monitoring and Testing

4.1. The commissioning provider provides a detailed request for required trend logs from the BMS to the agency staff or to the controls vendor, who executes the trends and provides the data to the commissioning provider in the specified electronic format.

4.2. If data loggers are required, the commissioning provider will provide and program the data loggers, which will be installed with the assistance of the facility staff. Facility staff may actually install current transformers and watt transducers on wiring inside electrical cabinets. Facility staff may also be responsible for removing the sensors and data loggers, packaging them and sending them back to the provider for analysis after the end of the monitoring period.

5. Functional Testing

5.1. The commissioning provider oversees and conducts functional tests on selected equipment as specified in the commissioning plan, with the assistance of facility staff

Sacramento NWR Page 8 of 11 and controls vendor as required. Functional tests will be comprised of changing parameters, set points or conditions, and observing and documenting the actual system or equipment response through various modes and conditions (both simulated and real). Tests should be developed on a case-by-case basis to ensure functionality across normal operating conditions.

5.2. For equipment that is being monitored with sufficient points, manual testing may be accomplished by changing the parameters, etc., during the monitored period. The monitored data is then examined and used to document and verify correct or incorrect operation. Visual verification of equipment functionality may be required if feedback from the control system is not available.

6. Analyze Monitoring and Testing Data

6.1. Once the data is gathered from monitoring and testing, the commissioning provider analyzes the findings by comparing actual equipment operation to appropriate operation and to the existing control sequences. Issues and potential improvements are identified and documented. Energy calculations are performed for those operational measures that appear to have the most impact on comfort, energy, or indoor air quality. Implementation costs for the measures will be estimated, and results will be presented in the final commissioning report.

7. Assess and Document Current Operating Strategies

7.1. Commissioning provider will work with the agency staff to develop a comprehensive building operations plan for the equipment and systems included in this scope of work, based on the original building specifications and current operational needs of the site.

8. Document and Analyze O&M Improvements

8.1. The commissioning provider will document improvement opportunities identified.

For the most promising measures, energy impacts will be calculated and implementation cost estimates developed.

9. Develop Final Retro-Commissioning Report

9.1. The final retro-commissioning report shall be issued once commissioning scoping activities are completed. This will be a separate deliverable from the TO proposal, documenting the actions specified herein.

9.2. A final retro-commissioning report shall include the following information:

9.2.1. Executive summary

9.2.2. Project background and scope of the commissioning project

9.2.3. Overview of activities conducted

9.2.4. Details of all potential improvements identified and other findings, including:

9.2.4.1. Documentation of equipment conditions

9.2.4.2. Any needed facility staff training

9.2.4.3. Missing critical documentation

9.3. The estimated implementation costs and the energy impacts for each improvement

9.4. Current system operation sequences for all equipment and systems included

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TECHNICAL EXHIBIT: ROLES AND RESPONSIBILITIES

The following is an overview of the responsibilities for the anticipated team members, including agency lead representative, agency technical support staff, the commissioning provider, and the controls contractor.

1. Agency Lead Representative/ COR: provides overall supervision of this project; is the party referred to as the “owner”; develops contractual agreements; ensures the participation of agency staff; funds the participation of the controls contractor as needed; attends meetings as necessary

2. Agency Technical Support Staff - Building Operator / Engineer: attends meetings as necessary; reviews and accepts commissioning plan developed by commissioning provider; ensures the participation of building personnel and controls contractors as needed; assists in gathering the building documentation as needed; provides input into the investigation process through interviews; provides government witnessing of activities; assists with implementation of sensor calibration; performs or assists with setting up data trends in the BMS; performs or assists with the installation and removal of diagnostic equipment such as data loggers as needed; assists with performing functional tests; ensures maintenance items affecting the project are remedied, such as replacing failed sensors.

3. Controls Contractor: attends project kick-off meeting to coordinate work; assists with gathering data and setting up trends as needed; assists with performing functional tests;

assists the commissioning provider in identifying and understanding the control sequences and programming of the BMS.

4. Commissioning Provider (CxA): is the technical lead for this project; conducts the kick-off meeting; develops the retro-commissioning plan; reviews required documentation such as energy bills, sequences of operation, drawings, specifications, etc.; conducts the operations site investigation including interviews, observations, and analysis; oversees planning and execution of all diagnostic monitoring; oversees planning and execution of any manual functional testing; conducts the engineering analysis and energy calculations; develops the final retro-commissioning report

5. Identification of Contractor Employees: All contract personnel attending meetings and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

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APPENDIX

DEFINITIONS & ACRONYMS

DEFINITIONS:

CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

CONTRACTING OFFICER (CO). A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the CO to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

DELIVERABLE. Anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

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WORKDAY. The number of hours per day the Contractor provides services in accordance with the contract.

WORK WEEK. Monday through Friday, unless specified otherwise.

ACRONYMS:

ACOR Alternate Contracting Officer's Representative BAS Building Automation System CCE Contracting Center of Excellence CFR Code of Federal Regulations CO Contracting Officer CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative CxA Commissioning Agent FAR Federal Acquisition Regulation FCU Fan Coil Unit NTP Notice to Proceed OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) O&M Operation and Maintenance POC Point of Contact QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program Rx Retro-Commissioning TE Technical Exhibit

Clauses

52.212-4 CONTRACT TERMS AND CONDITIONS –COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (NOV 2023)

---Addendum to 52.212-4---

1452.201-70 AUTHORITIES AND DELEGATIONS (SEP 2011) (IBR)

1452.237-70 INFORMATION COLLECTION - DEPARTMENT OF THE INTERIOR (JUL 1996)

DIAR 1452.237-70 INFORMATION COLLECTION - DEPARTMENT OF THE INTERIOR (JUL

1996)

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

Federal Acquisition Regulation:

Department of the Interior Acquisition Regulation:

(End of clause)

DOI-AAAP-0028 ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS-INVOICE

PROCESSING PLATFORM (IPP) (FEB 2021)

DOI-AAAP-0050 CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (DEC

2015)

DOI-AAAP-0028 ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS-INVOICE

PROCESSING PLATFORM (IPP) (FEB 2021)

Payment requests must be submitted electronically through the U. S. Department of the Treasury's Invoice Processing Platform System (IPP).

'Payment request' means any request for contract financing payment or invoice payment by the Contractor. To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the contract, or the clause 52.212-4 Contract Terms and Conditions - Commercial Items included in commercial item contracts. The IPP website address is:

Under this contract, the following documents are required to be submitted as an attachment to the IPP invoice:

PDF Vendor-created invoice

The Contractor must use the IPP website to register access and use IPP for submitting requests for payment. The Contractor Government Business Point of Contact (as listed in SAM) will receive enrollment instructions via email from the Federal Reserve Bank of St.

Louis (FRBSTL) within 3 - 5 business days of the contract award date. Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email or phone (866) 973-3131.

If the Contractor is unable to comply with the requirement to use IPP for submitting invoices for payment, the Contractor must submit a waiver request in writing to the Contracting Officer with its proposal or quotation.

(End of Local Clause)

DOI-AAAP-0050 CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (DEC

2015)

FAR 42.1502 directs all Federal agencies to collect past performance information on contracts. The Department of the Interior (DOI) has implemented the Contractor Performance Assessment Reporting System (CPARS) to comply with this regulation. One or more past performance evaluations will be conducted in order to record your contract performance as required by FAR 42.15.

The past performance evaluation process is a totally paperless process using CPARS. CPARS is a web- based system that allows for electronic processing of the performance evaluation report. Once the report is processed, it is available in the Past Performance Information Retrieval System (PPIRS) for Government use in evaluating past performance as part of a source selection action.

We request that you furnish the Contracting Officer (CO) with the name, position title, phone number, and email address for each person designated to have access to your firm's past performance evaluation(s) for the contract no later than 30 days after award. Each person granted access will have the ability to provide comments in the Contractor portion of the report and state whether or not the Contractor agrees with the evaluation, before returning the report to the Assessing Official (AO). Information in the report must be protected as source selection sensitive information not releasable to the public.

When your Contractor Representative(s) are registered in CPARS, they will receive an automatically generated email with detailed login instructions. Further details, systems requirements, and training information for CPARS is available at

Within 60 days after the end of a performance period, the AO will complete an interim or final past performance evaluation, and the report will be accessible at

Contractor Representatives may then provide comments in response to the evaluation, or return the evaluation without comment.

Your comments should focus on objective facts in the AO's narrative and should provide your views on the causes and ramifications of the assessed performance.

All information provided should be reviewed for accuracy prior to submission.

If you elect not to provide comments, please acknowledge receipt of the evaluation by indicating "No comment" in the space provided, and then selecting “Accept the Ratings and Close the Evaluation”.

Your response is due within 60 calendar days after receipt of the CPAR. On day 15, the evaluation will become available in PPIRS-RC marked as “Pending” with or without comments and whether or not it has been closed.

If you do not sign and submit the CPAR within 60 days, it will automatically be returned to the Government and will be annotated: "The report was delivered/received by the contractor on (date). The contractor neither signed nor offered comment in response to this assessment."

The following guidelines apply concerning your use of the past performance evaluation:

Protect the evaluation as source selection information. After review, transmit the evaluation by completing and submitting the form through CPARS. If for some reason you are unable to view and/or submit the form through CPARS, contact the CO for instructions.

Strictly control access to the evaluation within your organization. Ensure the evaluation is never released to persons or entities outside of your control.

Prohibit the use of or reference to evaluation data for advertising, promotional material, pre-award surveys, responsibility determinations, production readiness reviews, or other similar purposes.

If you wish to discuss a past performance evaluation, you should request a meeting in writing to the CO no later than seven days following your receipt of the evaluation. The meeting will be held in person or via telephone or other means during your 60-day review period.

A copy of the completed past performance evaluation will be available in CPARS for your viewing and for Government use supporting source selection actions after it has been finalized.

52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018) (IBR)

52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

52.212-1 INSTRUCTIONS TO OFFERORS—COMMERCIAL PRODUCTS AND COMMERCIAL

SERVICES (NOV 2023) (Full Text)

52.212-2 EVALUATION—COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (NOV

2021) (IBR)

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS—COMMERCIAL PRODUCTS

AND COMMERCIAL SERVICES (DEC 2022) (Full Text)

52.212-4 CONTRACT TERMS AND CONDITIONS—COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (NOV 2023)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR

EXECUTIVE ORDERS—COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (JAN 2025)

(DEVIATION FEB 2025)

52.217-5 EVALUATION OF OPTIONS (JUL 1990) (IBR)

52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000) (Full Text)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days of contract expiration; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 45 days before the contract expires.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 4 years and 3 months.

52.223-2 REPORTING OF BIOBASED PRODUCTS UNDER SERVICE AND CONSTRUCTION

CONTRACTS (MAY 2024) (DEVIATION FEB 2025)

52.223-23 SUSTAINABLE PRODUCTS AND SERVICES (MAY 2024) (DEVIATION FEB 2025)

52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

52.204-28 Federal Acquisition Supply Chain Security Act Orders—Federal Supply Schedules, Governmentwide Acquisition Contracts, and Multi-Agency Contracts (Dec 2023)

52.204-29 Federal Acquisition Supply Chain Security Act Orders—Representation and Disclosures (Dec 2023)

52.204-30 Federal Acquisition Supply Chain Security Act Orders—Prohibition (Dec 2023)

52.223-17 AFFIRMATIVE PROCUREMENT OF EPA-DESIGNATED ITEMS IN SERVICE AND

CONSTRUCTION CONTRACTS (AUG 2018)

52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES (NOV 2020)

The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter 1) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the date of the clause.

The use in this solicitation or contract of any Department of the Interior Acquisition Regulation (48 CFR Chapter 14) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the name of the regulation.

52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders—Commercial Products and Commercial Services (Jan 2025) (DEVIATION FEB 2025)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) , Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) , Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab Covered Entities (Dec 2023) (Section 1634 of Pub. L. 115-91).

(3) , Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) , Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(5) , Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) ( and ).

(6) , Protest After Award (Aug 1996) (31 U.S.C. 3553).

(7) , Applicable Law for Breach of Contract Claim (Oct 2004) (Public Laws 108-77 and 108- 78 ( 19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[Contracting Officer check as appropriate.]

__ (1) , Restrictions on Subcontractor Sales to the Government (Jun 2020), with Alternate I (Nov 2021) (41 U.S.C. 4704 and ).

__ (2) , Contractor Code of Business Ethics and Conduct (Nov 2021) (41 U.S.C. 3509)).

__ (3) , Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (Jun 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

__ (4) , Contractor Employee Whistleblower Rights (Nov 2023) ( ); this clause does not apply to contracts of DoD, NASA, the Coast Guard, or applicable elements of the intelligence community—see FAR (a).

_X_ (5) , Reporting Executive Compensation and First-Tier Subcontract Awards (Jun 2020) (Pub. L. 109-282) ( ).

__ (6) [Reserved].

__ (7) , Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

__ (8) , Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

_X_ (9) , Prohibition on a ByteDance Covered Application (Jun 2023) (Section 102 of Division R of Pub. L. 117-328).

_X_ (10) , Federal Acquisition Supply Chain Security Act Orders—Federal Supply Schedules, Governmentwide Acquisition Contracts, and Multi-Agency Contracts. (Dec 2023) ( , title II).

_X_ (11) (i) , Federal Acquisition Supply Chain Security Act Orders—Prohibition. (Dec 2023) ( , title II).

_X_ (ii) Alternate I…