B08_Attachment_1_SOW__PM_and_Water_Treatment_Service__SIPI.docx

STATEMENT OF WORK (SOW) 4 Sep 25 Preventive Maintenance, Inspection, Testing, Reporting, and Emergency Call-Back Services Buildings 110, 100, and B109 – Southwestern Indian Polytechnic Institute (SIPI)

1. General Requirements

1.1 Introduction

This Statement of Work (SOW) outlines the required inspection, testing, preventive maintenance, and reporting services for mechanical and water treatment systems at SIPI in Albuquerque, NM. Services are required for:

· Building 110 – Heating Plant

· Building 100 – Science and Technology

· Building B109 – Kitchen The scope includes inspections, preventive maintenance per OEM schedules, system performance testing, water treatment monitoring, and structured reporting for the following equipment:

Equipment List:

· Boilers (8 Total):

· Six (6) Aerco Benchmark 3.0LN (B110)

· Two (2) RBI 8800 Series (B100)

· Domestic Water Heat Exchangers (2): Aerco Smart Plate 69

· Water Softeners (3): GE Osmonics (B110), Pentair (B100 & B109)

· Reverse Osmosis (1): Pentair OptiPure (B109)

· Chemical Feed Systems (2): Cascade (condensate), Glycol Tank (heating loop)

· Cooling Tower (1): EVAPCO AT-112-512 (B110)

· Chiller (1): Carrier 19XRV5657384CNS54 (B110)

1.2 Location

Southwestern Indian Polytechnic Institute (SIPI) 9169 Coors Blvd NW, Albuquerque, NM 87120

1.3 Performance Period

· Phase 1 – 90 calendar days from NTP for inspection and testing

· Phase 2 – Annual PM and water treatment starting 30 days post Phase 1 completion

· Work Hours: Monday–Friday, 7:00 a.m. – 5:00 p.m. MST (excluding Federal holidays)

1.4 Permits and Licenses

Contractor shall maintain all licenses, certifications, and permits necessary for this work.

1.5 Communications

Primary COR: Garrick Harlan Email: garrick.harlan@bie.edu | Cell: 505-263-6263 | Office: 505-346-2345 Alternate COR & CO: TBD

1.6 Emergency Call-Back Services

The contractor shall provide 24/7 emergency call-back support for all equipment listed in this SOW. This includes, but is not limited to:

· Boilers (Aerco Benchmark and RBI 8800 Series)

· Domestic Water Heat Exchangers (Aerco Smart Plate 69)

· Water Softeners (GE Osmonics, Pentair)

· Reverse Osmosis System (Pentair OptiPure)

· Chemical Feed Systems (Cascade, Glycol Tank)

· Cooling Tower (EVAPCO AT-112-512)

· Chiller (Carrier 19XRV5657384CNS54)

1.6.1 Emergency Service Response Times

· Initial response (phone/video consult or remote assessment): Within 1 hour of notification

· On-site technician dispatch (if required):

· Within 4 hours during standard work hours

· Within 6 hours during after-hours, weekends, and holidays

1.6.2 Coverage Period

Emergency call-back services shall be provided 24 hours a day, 7 days a week, including holidays, for the duration of the contract term beginning at the completion of Phase 1.

1.6.3 Scope of Emergency Call-Back

Emergency services may include, but are not limited to:

· Boiler/chiller failure or lockout

· Critical alarm or shutdown events

· Loss of domestic hot water or building heat

· Cooling tower or water treatment malfunction

· Water quality issues outside of safe/operational limits

1.6.4 Communication Protocol

Emergency requests shall be submitted via:

· Phone or text to the designated emergency contact line (Contractor to provide)

· Email to the COR with “EMERGENCY – [System/Building]” in subject line

1.6.5 Documentation

All emergency service events must be documented with:

· Date/time of call and on-site response

· Issue summary and diagnostics performed

· Corrective actions taken

· Any recommended follow-up or preventive measures

· Labor and material costs (if outside base contract scope) Documentation must be submitted within 48 hours post-resolution to the COR.

2. Scope of Work

2.1 Phase 1 – Initial Inspection, Assessment, and Functional Testing The contractor shall perform system-wide functional testing, condition assessments, and code/OEM compliance reviews. Tasks include but are not limited to:

2.1.1 Equipment Inspection Tasks

· Boilers:

· Visual and thermal inspection of combustion chambers, flue piping, burner heads

· Electrical terminal check and wire integrity test

· Safety shutdown and reset sequence test

· Gas pressure and leak check

· Heat Exchangers:

· Flow rate and temperature differential check

· Cleanliness verification and control valve performance

· Chiller & Cooling Tower:

· Startup/shutdown sequences

· Vibration, flow rate, and pressure differential measurement

· Condensate pump and float switch functionality

· Water Softeners / RO Systems:

· Resin/media check

· Salt levels and brine draw operation

· RO membrane pressure and TDS monitoring

· Chemical Feed Systems:

· Pump flow rates

· Tank level indicators

· Tubing inspection and calibration

2.1.2 Testing and Calibration Tasks

· Safety and limit control device verification

· Combustion and exhaust gas testing (Boilers/Chiller)

· Flow meter and pressure gauge calibration

· Review of automation control sequences

2.1.3 Deliverables

· Inspection and Testing Reports: By building and system

· Condition Assessment Matrix: Component status (Good, Marginal, Failed)

· Maintenance Recommendations: OEM-aligned, with itemized cost estimates

2.2 Phase 2 – Annual Preventive Maintenance and Water Treatment All maintenance activities must conform to OEM manuals and current ASME, NFPA, OSHA, NEC, and BIE standards.

2.2.1 Water Treatment Program

- Visual inspection of drift eliminators, fill media, basin

- Conductivity meter calibration

- Bleed-off valve operation

- Resin media regeneration and backwash

- Control head programming review

- System flushing if test results exceed limits

- Corrosion inhibitor dosing

- Dosing pump inspection and calibration

- Labeling and storage compliance per GHS

- Replace flame detector, spark ignitor

- Combustion analysis and burner calibration

- Condensate neutralizer media replacement

- Air intake filter and blower inspection

- Smart Plate chemical flush

- Condensate trap and piping clean-out

- Gasket inspection and replacement

- Safety limit control function check

- Combustion chamber internal inspection

- Eddy current testing on condenser and evaporator

- Microprocessor firmware update

- Leak testing and pressure integrity

- Compressor motor insulation testing

- Gearbox oil level and sample testing

- Fill media and drift eliminator cleaning

- Makeup water valve and float adjustment

- Recalibrate temp/pressure sensors

- Test system flow and output temperature

- Brine draw test

- Valve head lubrication and programming check

2.2.2 Preventive Maintenance – Equipment Tasks

3. Minimum Contractor Qualifications

· Licensed and insured for mechanical and water treatment work

· Technicians must have manufacturer/OEM certifications (Aerco, Carrier, RBI, Cascade) or equivalent

· Prior experience with institutional/commercial boiler and HVAC systems

4. Safety Requirements

· Contractor must implement an OSHA-compliant zero-injury plan

· All staff to attend SIPI Safety Orientation

· Lockout/tagout and PPE policies must be followed

· Safety checklists must be completed before live testing or combustion tasks

5. Temporary Utilities and Site Use

· Electricity and water provided by SIPI

· All utility use and temporary connections must be coordinated through COR

6. Reporting and Documentation Requirements Deliverables must be organized by Building, Equipment Type, and Service Date, and include:

· Detailed PM and Service Reports

· Combustion and Calibration Logs

· Water Quality Test Results

· Replacement Part Cut Sheets (OEM)

· SDS Sheets for Chemicals Used

· Technician Credentials

· Equipment Condition Assessments

· Final Work Schedule and Schedule of Values

· Waste Disposal Manifests

· Emergency Service Reports, including time of notification, response time, actions taken, parts used, and system recovery status Reports must be submitted digitally in PDF format to the COR with a summary transmittal.

7. Waste Disposal All waste, including chemical containers, filters, and contaminated parts, must be removed and disposed of at certified facilities. Disposal documentation shall be provided to the COR.

8. Security and Background Checks All personnel must:

· Check in daily with SIPI Facilities

· Pass DOI background check for unescorted access

· Wear visible ID badges and SIPI visitor credentials

9. Final Walkthrough and Acceptance A final walkthrough will be scheduled with the COR post Phase 2.

Participants: COR, SIPI Facilities, Contractor PM, Key Maintenance Staff Acceptance contingent on:

· Satisfactory completion of all PM tasks

· Submission of all documentation

· Functional demonstration of serviced systems

· Emergency Service Reports, including time of notification, response time, actions taken, parts used, and system recovery status

END OF STATEMENT OF WORK

Appendix 1 PM and Water Treatment Service, SIPI, Primary Tasks

1. Inspection Tasks:

Boilers:

6. Visual and thermal inspection of combustion chambers, flue piping, burner heads

6. Electrical terminal check and wire integrity test

6. Safety shutdown and reset sequence test

6. Gas pressure and leak check

Heat Exchangers:

6. Flow rate and temperature differential check

6. Cleanliness verification and control valve performance

Chiller & Cooling Tower:

6. Startup/shutdown sequences

6. Vibration, flow rate, and pressure differential measurement

6. Condensate pump and float switch functionality

Water Softeners / RO Systems:

6. Resin/media check

6. Salt levels and brine draw operation

6. RO membrane pressure and TDS monitoring

Chemical Feed Systems:

6. Pump flow rates

6. Tank level indicators

6. Tubing inspection and calibration

1. Testing and Calibration Tasks

· Safety and limit control device verification

· Combustion and exhaust gas testing (Boilers/Chiller)

· Flow meter and pressure gauge calibration

· Review of automation control sequences

1. Preventive Maintenance Tasks:

· Cooling Tower (B110):

· Biocidal treatment & scale inhibitor dosing

· Visual inspection of drift eliminators, fill media, basin

· Conductivity meter calibration

· Bleed-off valve operation

· Water Softeners (B100, B110, B109)

· Brine tank level checks

· Resin media regeneration and backwash

· Control head programming review

· Heating Loop & Chilled Loop (B110)

· Closed-loop water sampling and testing (pH, nitrites, glycol %, conductivity)

· System flushing if test results exceed limits

· Corrosion inhibitor dosing

· Chemical Fee Systems

· Chemical levels and SDS validation

· Dosing pump inspection and calibration

· Labeling and storage compliance per GHS

· Boiler – Aerco Benchmark (B110)

· Use 24 month PM kit

· Replace flame detector, spark ignitor,

· Combustion analysis and burner calibration

· Condensate neutralizer media replacement

· Air intake filter and blower inspection

· Smart Plate chemical flush

· Condensate trap and piping clean-out

· Boilers – RBI 8800 (B100)

· Burner head removal and cleaning

· Gasket inspection and replacement

· Safety limit control function check

· Combustion chamber internal inspection

· Chiller – Carrier 19XRV (B110)

· Oil/refrigerant analysis

· Eddy current testing on condenser and evaporator

· Microprocessor firmware update

· Leak testing and pressure integrity

· Compressor motor insulation testing

· Cooling Tower – EVAPCO (B110)

· Belt tension and condition inspection

· Gearbox oil level and sample testing

· Fill media and drift eliminator cleaning

· Makeup water valve and float adjustment

· Heat Exchangers – Aerco Smart Plate (B110)

· Clean internal plate services

· Recalibrate temp/pressure sensors

· Test system flow and output temperature

· Water Softeners

· Media condition evaluation

· Brine draw test

· Valve head lubrication and programming check

End Appendix 1 2 | Page