B08_Attachment_1_-__Statement_of_Work.pdf

Elevator Inspection and Maintenance & Installation of UPS Batteries Lowell National Historical Park

PROJECT SCOPE & SPECIFICATIONS

NATIONAL PARK SERVICE

July 3, 2025

Table of Contents

Section 1.0 Background Section 2.0 Scope Section 3.0 Objectives Section 4.0 Tasks Section 5.0 Delivery Section 6.0 Government-Furnished Property Section 7.0 Security Section 8.0 Place of Performance Section 9.0 Period of Performance Section 10.0 Restrictions Section 11.0 Safety Section 12.0 Definitions Section 13.0 Unscheduled Repair Request Form

SECTION 1.0 BACKGROUND

1.Lowell National Historical Park was designated in 1978. The park was given a unique mandate which called for the Park to not only preserve and interpret the resources representing Lowell’s role in the 19th century American industrial revolution but also to serve as a catalyst in revitalizing the city’s physical, economic and cultural environments. The Park has six elevators, and two wheelchair lifts all are of the hydraulic type located in and around downtown Lowell. Additionally the CLIN 1 (see attachment and plans) will add four UPS batteries in the base year.

Purpose of Contract:

1.2 To provide elevator and wheelchair annual State and Qualification of Elevator Inspectors (Q.E.I) inspections and testing. Monthly elevator and wheelchair evaluations, maintenance and repairs according to the American National Safety Code for Elevators and Dumbwaiters (ANSI) A17.1 and Inspector's Manual (ANSI) A17.2. and ASME Q.E.I. standards. The inspections, testing and repairs to ensure that the elevators and wheelchair lifts are in good working order and safe for public and employee use.

1.3 Firm-Fixed-Price (FFP) will consist of: Regularly Scheduled Inspection, Testing, and Preventive Maintenance maintaining the elevator equipment in good working order to the standards referenced in section 1.2, 12.0 and as described in the statement of work.

1.4 Time & Material Unscheduled Repairs (T&M). The Contractor shall provide for the repair of elevators and wheelchair-lifts according to section 4.2, and according to the standards referenced in sections 1.2, 12.0 and as described in the statement of work.

All scheduled maintenance, inspections and repairs as described in this section will pertain to the locations listed below. This work shall have a not to exceed a yearly dollar amount of $20,000 and will be based on hourly rates. The yearly dollar amounts shall not be rolled over to next year. Hourly rates shall be indicated including weekend work, nightshift, and holidays.

Boott Mill Building #6 / Counting House Section A and B – See Section 2.0 below 115 John Street, Lowell, MA

Linus Childs (Kirk St. HQ) Section C – See Section 2.0 below 67 Kirk Street, Lowell MA

Mogan Cultural Center Section D – See Section 2.0 below 40 French Street, Lowell MA

Market Mills (Visitor Center / LTC) Section E and F – See Section 2.0 below 246 Market Street, Lowell, MA

Wannalancet Mills Section G – See Section 2.0 below 600 Suffolk Street, Lowell, MA

The above sites are typically occupied by staff and are open to the public during regular working hours. Service and installation scheduling shall occur with Park supervision during normal working hours of 7:30 am to 4:00 pm.

SECTION 2.0 SCOPE

2.1 The elevators and wheelchair lifts throughout the Park vary in size and type depending on the size of the building and use needed. The equipment and locations are described as follows:

A1 & A2: Boott Cotton Mill # 6: Two elevators, each have five stops and a rise of five stories.:

A1- Freight/passenger-#160-P-63 A2- Passenger #160-P-47 B: Counting House - One elevator - #160-P-46 has four stops with a rise of one story (split level floors).

C: Kirk St. HQ: One elevator - #160-P-516 has four stops with a rise of three stories.

D: Mogan Cultural Center: One elevator - #160-P-54 has six stops with a rise of three stories.

E: Market Mills (Visitor Center): - #160-P-168 has two stops with a rise of one story.

F: Market Mills (LTC): One wheelchair lift - #160-W-502 has two stops and a rise of four feet.

G: Wannalancet Mills: One wheelchair lift - #160-W-685 has two stops and a rise of seven feet.

All of the afore-mentioned equipment is of the hydraulic type. Three of these locations have the (Elevator Recall feature) as part of the elevator equipment and will be part of the inspections and testing.

Section 3.0 Objectives

3.1 The Contractor shall provide monthly equipment evaluation, maintenance, and service repairs necessary to maintain the elevators and wheelchair lifts in good working order, (as defined in section 12.0) including Q.E.I., (5) five year and annual State inspections and testing. The contractor will also install UPS batteries to four of the elevators.

Section 4.0 Tasks

4.1 Tasks:

1. Contractor shall provide Preventive Maintenance (PM) including all labor for the cost and scheduling of services for monthly equipment evaluation, maintenance, annual State inspection, Q.E.I. inspection and Testing. This shall include all standard adjustments, cleaning and lubrication of the machine, pump unit, guide rails, tension sheave, deflector sheave, governor, generator set, plunge unit, door operator and hangers, replacement of light bulbs, and replacement of batteries, car leveling, bell and horn repair, and items not mentioned that normal wear of the elevators and lifts. Materials for repairs shall be covered in the annual $20,000 contingency as listed in 4.3.

2. The contractor shall provide 24 hour, seven-day-a-week service by trained and

Massachusetts licensed mechanics to all properties pertaining to this contract.

3. If immediate assistance is required a mechanic shall physically respond to a service call within four hours. A longer time of response to a service call request may occur if the longer response time is arranged and agreed upon with the Contracting Officer (CO) or his or her designee. All service calls shall be performed within the parameters as defined in sections 12.0 and 4.3.

4. Contractors shall provide a written description of work performed during each site visit to the Park and reflect on normal service invoice. State Inspection costs should be listed.

5. Unscheduled calls shall include a timely invoice clearly indicating man hours, rate including fringes (to meet Davis Bacon Labor Rates), description of work, and cost of materials. See Bid Schedule 1.1.

6. Contractor’s central office shall be reachable by phone at all times.

7. Throughout the time of the period of performance, the contractor shall provide proof of and shall be required to maintain insurance in accordance with the liability insurance clause. Contractor shall provide proof of insurance to the Contracting Officer after award.

8. Elevator contractor foreman shall have valid OSHA 30 certification.

9. The contractor shall provide proof that mechanics are currently licensed in the state of Massachusetts to work on elevators and present proof to the Contracting Officer.

10. Pre-bid site visit is recommended.

4.2 Details of Inspections and Maintenance (Monthly and Annually):

The following type of inspections and testing are to be performed at each of the aforementioned locations on a Monthly and Annual basis.

1. The contractor shall arrange the work so as not to cause interference with the conduct of government business.

2. The contractor shall maintain the elevators and wheelchair lifts in good and safe operating condition at all times in accordance with the excepted maintenance and repair practices as set forth in the American National Safety Code for Elevators and Dumbwaiters (ANSI) A17.1 and Inspectors Manual (ANSI) A17.2

3. The contractor shall keep the mechanical spaces associated with the elevator equipment clean of debris to maintain a clean working space for equipment operation.

4. The contractor shall oil and grease the equipment necessary on a monthly basis to maintain the elevator and wheelchair lift equipment in good working order.

5. The contractor on a monthly basis shall inspect the equipment for any damage or worn components that need to be repaired or replaced and this information shall be reported to the Contracting Officer or his or her designee.

6. The contractor shall on an annual basis be responsible for scheduling and costs of State and Q.E.I. inspections and testing.

7. The contractor shall be responsible for scheduling and costs of State (5) five-year required weight elevator equipment stress tests.

8. The contractor shall perform all tasks and work following all OSHA, State, and Local safety guidelines.

4.3 Unscheduled Repair Procedures (Service Calls) – Time and Materials (for items not included in the Preventive Maintenance component of the contract.

The Contractor is to perform all work necessary to restore inoperable or damaged equipment and systems to normal function if the total service cost is not in excess of an annual $20,000 contingency. Request for Pricing shall accompany each service request, and estimates shall be authorized by the Contactor Officer Representative (COR) along with a receipt of a Service and Supply Request Authorization Form. This shall be reviewed and approved before unscheduled work shall occur. Labor attributed to each service call shall include only time expended by the Contractor while at the job site and/or in the procurement of required materials.

THE CONTRACTING OFFICER IS THE ONLY PERSON AUTHORIZED TO APPROVE

WORK EXCEEDING $20,000.

4.4 Service Call Reception:

During Regular Working Hours: (As Defined in section 12.0) The COR will notify the Contractor, via telephone or email of all service calls related to work during regular working hours, and then provided a Service and Supply Request Authorization Form, as shown in the SOW Section 13.0, which shall be completed by the contractor and signed by the COR for authorization to perform the work described.

4.5 Service Call Response:

4.5.1 After Regular Working Hours: The COR will contact the Contractor, via telephone, after hours on weekends, and during holidays. The COR representative will verbally identify the problem and/or required service and will provide a Service and Supply Request Authorization Form to be completed by the contractor and signed by the COR for authorization to perform the work described.

The Contractor shall provide adequate procedures for receiving and responding to service calls 24 hours a day, seven days a week, including weekends and holidays.

A single telephone number shall be provided by the Contractor for the receipt of all service calls. Service calls shall be “received” by the Contractor at the time and date the telephone call is placed by the COR representative.

4.5.2 Emergency Service Calls: Shall be responded to within four (4) hours of notification and worked on until either the issue is resolved, or the equipment/system problem is remediated to a non-emergency condition.

4.5.3 Routine Service Calls: Shall be responded to the same day the call is received unless after 3 PM on each Federal Government workday. If a service call is received after 3 PM, the Contractor shall respond to the call the morning of the next workday no later than 11 AM.

4.6 Labor Rates:

Labor Rates Applicable to Unscheduled Repair Time and Materials line items:

The fully burdened labor rates below are applicable to work orders authorized under this Purchase Order. The rates include all direct labor and indirect costs applicable to that direct labor (such as fringe benefits, overhead, G&A, etc.) and profit. Although the labor categories below are intended to cover all requirements, this does not exclude additional labor categories from being utilized under this vehicle. (See Federal Acquisition Regulation (FAR) clause 52.212-4, Contract Terms and

Conditions-Commercial Items. Alternate I). Rates shall be at a minimum meet Davis Bacon Labor Rates. Refer to Bid Schedule item 1.1.

All labor rates are subject regular overtime and premium overtime rates in the following manner:

- Straight Time - (Monday through Friday, 7:30 am to 4 pm excluding Holidays)

- Regular Overtime - (Monday through Friday, 4 pm to 8 am)

- Weekend Overtime and Holidays require 24-hour notice and prior approval.

Premium Overtime - (Sundays and Holidays)

Material Costs Applicable to Unscheduled Repair Time and Materials Line. The Government will reimburse the Contractor the actual cost of materials (less any rebates, refunds, or discounts received by the contractor that are identifiable to the contract) provided the Contractor (See Federal Acquisition Regulation (FAR) clause 52.212-4, Contract Terms and Conditions

Contract administration:

Contracting Officer’s Representative:

Richard Hansen Lowell National Historical Park 220 Aiken Street Lowell Ma 01854 Rich_hansen@nps.gov 978 -726 -6581

Contracting Officer

TBD:

Section 5.0 Delivery of Work

5.1 All inspections, testing and work performed on the elevator and wheelchair lift equipment shall comply with the rules and regulations as outlined in the American National Safety Code for Elevators and Dumbwaiters (ANSI) A17.1, Inspector's Manual (ANSI) A17.2., ASME Q.E.I. standards, and National Electrical Code.

5.2 Inspection, Test Results and work performed:

The results of all inspections, tests and worked performed on the elevator and wheelchair lift equipment shall be documented in writing for each building and copies submitted to the COR at the time of the completed inspection or work performed.

Section 6.0 GOVERNMENT FURNISHED PROPERTY

6-1 The Government will furnish no materials or tools. All materials and tools are

Contractor furnished from outside the park.

Section 7.0 SECURITY

7-1 Prior to starting work on the elevator or wheelchair lift equipment the contractor shall contact the C.O.R. to arrange for a National Park Service escort. The N.P.S. escort shall accompany the contractor to allow access to the areas to perform the necessary work. The contractor shall give a minimum of forty-eight hours’ notice to the C.O.R. before scheduled monthly maintenance and annual inspections.

7-2 Contractor personnel or equipment shall not come in contact with any furniture, artifacts etc.at any time. There shall be no use of any tobacco products or consumption of any foods or liquids unless directed by park personnel. The same applies to all foods and liquids.

7-3 No mechanic at any time shall be permitted to drill, nail, screw, etc. any piece or pieces of historic fabric. The mechanic shall ask the COR for clarification if the need arises.

Section 8.0 PLACE OF PERFORMANCE

8.1 CONTRACTOR’S USE OF PREMISES:

1. Contractor may park vehicles in the public parking areas in a manner which does not interfere with site visitors or site employees within Lowell National Historical Park. Contractor is responsible for costs and logistics if parking in public areas. Maintain Fire Lanes.

2. Public restrooms will be available for the contractor’s employees to use.

Common housekeeping rules apply; use of facilities may be prohibited if determined necessary by COR.

3. All work shall be completed in such a way as to create no damage and to protect the surrounding property, collections, fabric etc.

9.0 PERIOD OF PERFORMANCE

9.1 Once the twelve-month base contract is completed, services will continue to commence for a second twelve-month period option period as indicated by the scope.

Base POP is October 1, 2025 – September 30, 2026 Option Year POP is October 1, 2026 – September 30, 2027

10.0 RESTRICTIONS_______________

10.1 No food or liquids shall be permitted inside any of the afore-mentioned properties without the approval of the COR. The COR or any representative of the park service will direct the contractor/tech on where he or she is allowed to have food, liquid consumption.

10.2 No drilling, cutting, scraping or fastening to any fabric is allowed at any of the aforementioned properties without approval from the COR. This approval can only come from the COR or his or her designee no other park personnel has the authority to approve.

10.3 No active listening devices such as radios, ipods, etc. shall be permitted at any of the aforementioned properties. This includes devices using ear buds.

Explanation: each of the aforementioned properties is staffed with personnel and they are also open for public tours. Music, loud conversation, etc. would be a disturbance to the staff and/or visitors and shall not be permitted.

Section 11.0 SAFETY

11.1 All work shall be performed according to the safety guidelines of the following:

- American National Safety Code for Elevators and Dumbwaiters (ANSI) A17.1

- Inspector's Manual (ANSI) A17.2.

- ASME Q.E.I. standards.

- OSHA Standards

- Federal, State of Massachusetts, and Local safety work standards.

12.0 Definitions:_______________

12.1 Annual Inspections and Testing: All annual inspections and testing shall comply with the American National Safety Code for Elevators and Dumbwaiters (ANSI) A17.1, Inspector's Manual (ANSI) A17.2., ASME Q.E.I. standards, OSHA safety standards and National Electrical Code. The contractor shall be responsible for scheduling and costs of the state annual and five (5) year inspections for all the aforementioned elevator equipment. The contractor shall be responsible for scheduling and costs of the Q.E.I. annual inspections for all the aforementioned wheelchair lift equipment.

12.2 Service Calls (Unscheduled Repairs) Time and Materials

The Contractor is to perform all work necessary to restore inoperable or damaged equipment and systems to normal function if the total service cost is not in excess of an annual not to exceed $20,000 (inclusive of materials and fully-burdened labor rates) per occurrence once authorized by the COR and in receipt of a Service and Supply Request Authorization Form. If the total cost is estimated to exceed the annual $20,000 (inclusive of materials and fully-burdened labor rates), the Contractor shall prepare an estimate for the repair detailing the labor hours, and materials before coordinating with the Contracting Officer for approval to proceed with the proposed repairs. Labor attributed to each service call shall include only time actually expended by the Contractor while on the job site and/or in the procurement of required materials.

12.3 Elevator Recall Feature: Elevator recall feature is described as follows:

Components of the elevator equipment and building fire alarm system work in conjunction to bring the elevator car or cars to a predetermined floor, according to code requirements, in the event the fire alarm system indicates a fire.

12.4 Q.E.I. Inspections: Q.E.I. inspections are inspections performed by an individual that is designated a Q.E.I. inspector. Q.E.I. stands for Qualified Elevator Inspector. Individuals who hold this designation have gone through a rigorous background check and examination process to prove their qualifications and must maintain these qualifications based on the ASME Q.E.I.-1 Standard for Qualified Elevator Inspectors as well as NAESA’s terms. Certifications shall be mounted within each elevator cab, and a copy delivered to Richard Hansen, Utilities Supervisor.

12.5 Working Hours: Regular working hours are defined as Monday through Friday 7:30 am through 4:00 pm excluding Federal and State Holidays.

TO BE COMPLETED BY CONTRACTOR AS APPLICABLE

13.0 UNSCHEDULED REPAIR REQUEST FORM

I. Service Requests (Call) Authorization

Date & Time of Notification: ________________

Call Rich Hansen upon arrival for sign in, and to provide facility security escort.

Equipment and Location: _____________________

Contract Line Item # __________________

[ ] Emergency [ ] Routine Description of Problem/Status/Comments:

COR or Designated Representative Signature and Date ___________

II. Cost and Price Estimates

Attach detailed estimates (labor and material costs for Time & Material requirement) as required by the contract Statement of Work.

III. Service Calls Reporting (Use Attachments as Necessary)

Date & Time Work Commenced: ___________________

Date & Time Work Completed: ______________________________________

Individual(s) Performing Service: ____________________________________

Work Performed________________________________________________________

Number of Hours Expended by Labor Category (List Labor Rates):

Material Cost:

Work Complete: [ ] Yes [ ] No

IV. Government Comments: ______________________________________

COR or Designated Signature and Date:

PR# STATEMENT OF WORK PAGE 1 OF 4

Lowell National Historical Park

PMIS 339023 PEPC 120837

CLIN 04 for

Purchase and Install Elevator Batteries for 4 Park Buildings

PR # -

PROJECT SCOPE &

SPECIFICATIONS

NATIONAL PARK SERVICE

July 3, 2025

STATEMENT OF WORK – CLIN 4

PR# STATEMENT OF WORK PAGE 2 OF 4

1.0 BACKGROUND

The Park (Lowell National Historical Park, in Lowell, MA) owns the Boott Counting House, a two-story 19th century mill building that is connected to the Boott Cotton Mill #6 for Lowell National Historical Park and regional offices for the Northeastern Nation Park Service. This building has one elevator which does not have a necessary battery to enable to elevator to return to the ground floor, in case of fire. It provides access to the two levels of the Counting House and one level of the Cotton Mill, which is between the Counting House Levels.

Similarly, the Park also owns the 19th century Mogan Cultural Center building with an elevator, and the 19th century Kirk Street (Linus Child) headquarters building with an elevator. Neither of these elevators are able to return to the ground floor in case of fire/building power failure. Finally, the NPS leases a 19th century Market

Mills Building suite which houses the Park’s Visitor Center, and the government’s lease agreement dictates that the building meets Massachusetts Building Code, thus also requires an elevator lowering battery.

2.0 SCOPE for CLIN 04

The work is to purchase and install inverter batteries in the base year to enable four elevators that are owned by the government to return to ground level and allow doors to open in case of building power outage. Passengers may then exit the elevator, avoiding entrapment.

A site visit of the four elevators will be offered, to determine where the batteries may be placed in the elevator shafts and confirm necessary power requirements of the batteries.

3.0 OBJECTIVES

To purchase and install four elevator lowering batteries in the four buildings as described by this statement of work. The scope includes all necessary labor to install to meet all relevant codes, especially the 2024 IBC with

MA 10th edition amendments.

4.0 TASKS

Specification:

Prevent Elevator Entrapment Battery Units: TPV series, manufactured by Reynolds & Reynolds

Electronics, INC or government approved equal. The battery-operated inverter in a fully enclosed case, improving controller positioning and access; and shall be installed on the same wall as the controller.

The units shall automatically activate during a power failure, moving the car to an available floor and opening the doors to free passengers Features & Operation: powers controller, VF drive, brakes, door motors & maintains safety circuits, field adjustable operation time: 1.5 & 3 minutes, on-board three-phase power loss detection, optional external contactor assembly (12”H x 12”W x 4.5”D, approx. weight: 12lbs), compatible with auxiliary contacts. Safety features shall have Diagnostic LED bank & low battery light allow easy troubleshooting, low battery cutoff circuitry & built-in battery switch, on-board overload & short circuit detection.

Unit characteristics are: Voltage: 400 and 480VAC options, three phase, Power: 1kVA continuous, 4kVA peak, dimensions: 24”H x 16”W x 10”D, and approx. weight: 70lbs w/o batteries, 140lbs w/batteries.

Site visit highly recommended to determine/confirm:

- Controller manufacturer and model number,

- Drive type, voltage, amperage, PR# STATEMENT OF WORK PAGE 3 OF 4

- Door operator manufacturer and model,

- Longest floor – distance in feet, and if necessary, distance to ground floor from uppermost floor.

- Placement location of battery packs,

- Any other questions needing clarification.

The four elevators’ locations are:

1. Counting House, 150 John St.: 4 stops, traction. #160-P-46

2. Mogan Cultural Center, 40 French St.: six stops, traction. #160-P-54

3. Kirk Street HQ, 67 Kirk St.: 4 stops, traction. #160-P-516

4. Visitor Center, 246 Market St.: 2 stops, traction. #160-P-168

A. Site Visit recommended to confirm battery selection and location for installment. See Plans attachment for partial layouts of elevators in the four buildings.

B. Submittal for each battery (1 per each building) to be submitted for approval. Submittal shall indicate the power range, amperage, weight of elevator, speed, maximum floor to floor, and any safety related features.

C. Purchase and Shipping.

D. All parts and labor with site supervision to install.

E. Coordinate with Utilities Staff to schedule install.

F. Test for operation.

G. Provide Operations Manual, operation demonstration to Utilities staff.

H. 1-year warranty on the battery and all other manufactured parts, and the labor to install.

Execution:

Purchase and Delivery of batteries. Schedule and sequence of installation with Park COR and Utilities Staff.

Shipping:

Coordinate delivery, and unloading with Rich Hansen, Maintenance Mechanic Buildings Supervisor, 978-275-

1775 (Phone). Twenty-four-hour notice must be given prior to delivery of the product. Delivery of the product/installation work must occur between 7:00 am and 3:30 pm, Monday – Friday, to the place of performance listed above.

Schedule of Work:

Installation of the product must occur within 12 weeks of the award of the contract. Contact the CO if any delay is anticipated. Contact on site to be Rich Hansen, Maintenance Mechanic Buildings Supervisor, 978-275-1775

(Phone).

5.0 DELIVERY

Work shall be done within the stated schedule. Delivery may be to the contractor or to the Park (220 Aiken St.

Lowell, MA 01854.

6.0 GOVERNMENT-FURNISHED PROPERTY

None.

PR# STATEMENT OF WORK PAGE 4 OF 4

7.0 SECURITY

Protection of the product and installation is under the responsibility of the supply vendor. The park will require either utility staff to be escort to the contractor, or the contractor site superintendent will require background check and security clearance. Forms to be provided upon contract award, or by request at bidding.

Secure/encrypted Social Security numbers will need to be provided to acquire security clearance.

8.0 PLACE OF PERFORMANCE

Work to take place in specific buildings as listed above. Restrooms may be used in each building, with some stipulations possible, to be discussed at the notice to proceed meeting.

9.0 PERIOD OF PERFORMANCE

October 1, 2025 – September 30, 2026 (within the first year of the contract).

10.0 WARRANTY

Provide a one year warranty on manufactured parts and installation/labor.