B08_NWHC_Air_Handler_Reconditioning_Project_-_PWS_19FEB2025.docx

United States Geological Survey National Wildlife Health Center Air Handler Replacement Project

CONSTRUCTION SERVICES-PERFORMANCE WORK STATEMENT

I. INTRODUCTION

The Department of the Interior (DOI), U.S. Geological Survey (USGS), National Wildlife Health Center (NWHC), 6006 Schroeder Road, Madison, WI requires reconditioning of an existing multizone unit (identified as Fan System-6 or FS-6), including removal of components of the existing air handling unit (as needed), restoring the existing air handing unit (i.e., repairing housing, replacing existing heating/cooling coils and humidification distribution tubes, replacing fan section and motor), reinstallation of existing controls, and commissioning, testing, and balancing the refurbished air handling unit.

II. BACKGROUND

The National Wildlife Health Center (NWHC) was established in 1975 to serve the nation and its natural resources by providing sound science and technical support regarding wildlife disease, and to disseminate information to promote science-based decisions affecting wildlife and ecosystem health. In 1996, the NWHC, along with other Department of Interior research functions, was transferred to the U.S. Geological Survey (USGS), where it remains one of many entities that provides the independent science that forms the basis for sound management of the Nation’s natural resources. The USGS NWHC personnel study emerging and resurging diseases impacting wildlife populations, wildlife health, and zoonotic diseases that collectively impact public safety, recreation, and the Nation’s economy. The center is located on 24 acres and maintains offices and high security disease laboratories in the Main Building (MB) and the Tight Isolation Building (TIB) (Fig. 1). This request is for construction services to recondition an air handling unit (FS-6) in the Main Building serving the lower-level spaces.

III. SCOPE

The main objective is to recondition the existing failing multizone system located in the MB. The unit, designated FS-6, is a 100% outside air 1979 Trane air handling unit with the following manufacturer information:

This multiple-zone unit supplies conditioned air into the lower level of the building. The unit has exceeded its useful life and has an increasing failure rate with high repair costs. The service here shall be for the refurbishment of the air handling unit. The reconditioned unit shall serve the same zones as the existing unit with the same capacities for air delivery, humidification, dehumidification, cooling, and heating as the original design requirements for the existing unit.

IV. Request for Quotation (RFQ) package Contractor shall provide, as part of the quote, costs for labor, travel and representative material costs for all work associated with this Performance Work Statement (PWS). Contractor shall include in proposal a repair plan for the existing unit, including information on materials to be used, including fans motors, coils, and repair requirements for the unit housing. Contractor shall include product information for any repair materials, including heating and cooling coils, humidifier, valves, piping, and insulation supplied as part of this Project. Contractor shall provide a detailed plan of any service disruptions to the locations served by FS-6, including number of planned outages, duration of each outage, and contingency plan for unexpected or unplanned extended outages. Work shall be planned to take place during spring 2025 to minimize need for heating and cooling during the time that the air handler is being refurbished.

Option A: Contractor shall provide optional pricing for testing the materials to be removed as part of this PWS for asbestos or lead based paint.

V. PROJECT LOCATION

USGS NWHC

6006 Schroeder Road Madison, WI 53711

VI. REFERENCE STANDARDS: Abbreviations of standards organizations referenced in other sections are as follows:

VII. CONTRACTOR REQUIREMENTS

It will be the responsibility of the Contractor to inspect the site, determine the quantity of work involved, compare the specifications with the work to be done, and inform themselves as to all conditions, including other work, if any, being performed. Failure to do so will in no way relieve the successful Project Contractor from the necessity of furnishing any materials or performing any work that may be required to carry out the contract in accordance with the true intent and meaning of the specifications without additional cost to the Government.

A. General Requirements

1. Contractor shall provide a NEBB certified balancing technician to perform all testing and adjustment of air and water systems for this project.

2. The existing facility BMS is a JCI Metasys system (version 10). Contractor shall provide technicians factory trained and certified in the installation and programming of JCI Metasys BMS systems.

3. System shall be reconditioned complete, with all piping, ductwork, insulation, wiring, system configuration, and programming completed in a neat and workmanlike manner. All demolition, reconditioning, and installation work shall be performed per manufacturer’s recommendations, applicable building codes, and relevant trade guidelines. Contractor shall utilize technicians trained in the applicable tradework for the relevant work involved in this PWS.

4. All demolished materials not reused or recycled shall be disposed of according to federal, state, and local codes.

5. Any hazardous materials requiring to be removed as part of this PWS shall be removed, according to noted guidelines, and disposed of in a federal, state, and locally approved hazardous waste landfill. No exception shall be allowed. A disposal record or receipt shall be provided, at closeout, as a deliverable. Failure to comply with this removal standard, shall result in possible federal charges and fees, of which the GC will be responsible. No such costs or violation charges shall transfer to the federal government.

B. Preliminary Investigation

1. Contractor shall provide all information on existing air handling unit original performance data and verify that Contractor’s reconditioned air handling unit meets or exceeds existing unit’s original design or current performance for air delivery, cooling, and heating output, whichever is greater. Contractor shall confirm existing electrical service shall meet requirements for the reconditioned air handling unit.

2. The contractor shall investigate whether any of the equipment, ductwork, or insulation to be removed may contain hazardous materials. Any hazardous materials found as part of demolition for this PWS shall be handled and disposed according to applicable codes.

3. Contractor shall confirm dimensions of the reconditioned unit fitting on existing location and conforming to existing outdoor intake and zone ductwork dimensions. Contractor shall include all material and labor for adapting existing intake and zone ductwork to the reconditioned unit.

4. Contractor shall verify reconditioned unit and all appurtenances are capable of being transported and installed into the existing mechanical space without altering any portion of the building or the original construction of the existing equipment.

5. Contractor shall identify portions of work to repair/recondition the unit to be conducted onsite and in place.

C. Scheduling

1. Prior to commencement of work, contractor shall coordinate schedule of demolition and installation work with the Government to minimize interruption of operations at the facility.

2. Contractor shall not commence shut down of existing unit until all materials have been delivered to the Contractor and are verified as correct material for performing the work.

3. Contractor shall have reconditioned unit fully operational and controlling ventilation to the served spaces within 15 business days of commencing demolition work.

D. Demolition

1. The contractor shall shut down, lock out, and isolate all electrical, hot and chilled water, steam piping, and controls serving FS-6.

a. Remove all temperature control devices including relays, valves, sensors, and actuators, to be stored on-site and used as controls for the reconditioned air handling unit.

b. Contractor shall disconnect piping, electrical, and ductwork from FS-6 sufficient to recondition the existing unit and allow the unit to be reassembled.

E. Recondition MB Air-Handler

1. Repair or replace all rusted, worn out or damaged housing and components for the air handling unit. All materials used in the repair shall meet or exceed performance and specification of original materials. All metalwork shall be performed according to trade best practices. All metal shall be coated with rust inhibiting paint applicable for ventilation system use.

2. Assemble reconditioned FS-6 air handling unit in original unit’s location. Include all securing, vibration isolation, ductwork, and piping connections per manufactures recommendations, SMANCA, and ASHRAE guidelines. Unit shall be mounted according to original unit manufacturer’s recommendations.

3. Connect existing hot, chilled water, steam, and condensate piping to reconditioned air handling unit, sized to match new coil and humidifier capacities and control valves. Install flexible piping connections on chilled and hot water piping to minimize vibration from air handling unit to distribution piping. Install balancing valves for hot and chilled water lines feeding each coil. Install existing control valves for hot and chilled water systems and reconnect control actuators to existing Metasys controls for this air handling system. Piping configuration for each coil and control valve shall match the original unit configuration.

4. Insulate all new piping, existing and new valves, and joints according to MICA best practices and guidelines. Insulation type, thickness, and jacketing to match existing. Install piping from condensate drain pan(s) to nearest floor drain according to manufacturer’s recommendations.

5. Provide all conduit and wiring to connect reconditioned air handling unit motor to existing motor control starter. Verify motor wiring and rotation.

6. Install all controls retained from the existing unit. Locate and install all devices such that original control sequencing shall function on the reconditioned unit. Verify proper reading of all sensors and operation of control devices on Metasys system. Modify control sequences and parameters as needed to optimize control of system. Ensure no overrides are present and that system controls are fully functional. Verify existing spaces served by reconditioned unit are properly monitored and controlled. Revise Metasys graphics to reflect any changes to system layout. Provide air and water balancing of system, and verify all spaces served by reconditioned unit have appropriate airflow as per section B1 above. Provide a report documenting all unit data after balancing is complete, including: motor amps, unit air flow, full heat and full cool airflow for each zone, total static pressure, coil maximum flow, balancing valve position at flow, and fan-sheave size. Provide the same data from system’s performance prior to work starting, to compare the data from before and after the work has been completed.

7. Repair or replacement shall be completed, as necessary, to provide an updated and fully functional air-handling system. Components to be evaluated and repaired or replaced, as necessary, include heating and cooling coils, humidifier, valves, dampers, sensors, actuators, controllers, piping, motors, fans, drive systems, bearings, filters, degraded or corroded panels (including the air handler floor), and insulation.

8. Submit operation and maintenance manuals, for review, approval, and future reference.

9. Submit, in .pdf format, as closeout deliverables: closeout documents, operations and maintenance manual, record/report documents, documentation of maintenance staff training on refurbished system and components, and component warranties.

VIII. ORGANIZATION AT THE SITE

1. Owner will occupy site and adjacent building(s) and spaces during entire construction period. Coordinate with Owner during construction operations to minimize conflicts and facilitate Owner usage. Perform the work so as not to interfere with Owner's day-to-day operations. Maintain existing exits unless otherwise indicated.

2. Project Contractor shall coordinate with USGS FM on any required utility outages a minimum of 3 normal business workdays in advance. Obtain FM written permission before proceeding with utility interruptions. Any unplanned outages shall be reported immediately to the FM and CO.

3. The contractor shall provide the Government CO or COR an email and phone call to provide at minimum 3 normal business workdays prior notice of the contractor’s intent to bring onsite and operate a crane. The notice shall include the date and time of arrival and estimated duration of onsite use.

4. The contractor shall create, deliver via email, and review a crane lift plan with the Government prior to onsite use of the crane or cranes. The plan shall include crane type, validation of lift capacity, location near building that the crane shall operate, and graphics indicating the area to be kept clear during crane operations.

5. Project Contractor shall take all necessary precautions (e.g., hot work permits, fire walk protocols) to prevent fires or injury to the public, building occupant(s), or damage to property during the performance of this contract.

6. Smoking will not be permitted at the site. Any smoking-related negligence resulting in damage to the site or its surrounding areas, to include any resulting litigation, will become the sole responsibility of the Project Contractor.

6. Project Contractor shall furnish and install appropriate safety signs, caution tape and/or barricades around hazardous work areas to protect USGS employees, USGS contractors, and project contractor personnel.

7. The contractor shall submit a dust control plan with their proposal that shall be adhered to during the performance.

8. Landscaping and grass around the building shall be protected by the contractor. Any temporary relocation of plants/trees will be coordinated with the Government.

9. Project Contractor shall thoroughly clean the work area at the end of each workday to ensure that any visitors or employees of the site are not exposed to any unsafe conditions. Any additional steps required to ensure safety during and after daily work shall be the responsibility of the contractor.

a. All project debris and rubbish that is removed from the site, shall be disposed of properly according to local, State, and federal guidelines (See NFPA 241 for guidance).

10. The Project Contractor shall be responsible, at all times, for the supervision and control of the employees that may be assigned to render services under the contract. The Project Contractor shall submit up to two fully qualified personnel to obtain federal background clearances and identification badges to oversee site access for all other contractor employees. One individual with approved background clearance must be onsite full time for the duration of the construction project. Fully qualified work personnel shall be available for work at the project’s beginning and shall be maintained throughout the period of performance. At all times, the work under this contract shall be carried out in such a way that there is minimum interference with Government activities.

11. Site access instructions shall be provided to the lead project contractor/superintendent. Any damage caused by uncontrolled access to the site shall be brought to the attention of the FM. If damage is determined to be due to the Project Contractor’s negligence, responsibility for the damage will become the sole responsibility of the Project Contractor, both in cost and litigation.

i. Any unusual activity or persons should be brought to the attention of the Site Representatives (SR) and/or the FM.

12. Maintain portions of existing building affected by construction operations in a weathertight condition throughout construction period. Repair damage caused by construction operations, without cost to the government.

13. Limited parking space is available on site. Project Contractor vehicles shall be limited to only those vehicles established and marked for contractor operations and supervisor use. Keep driveways, loading areas, and entrances serving premises clear and available to Owner, Owner's employees, and emergency vehicles at all times. Do not use these areas for parking or for storage of materials.

14. The USGS FM shall designate temporary storage areas where the contractor can store or place materials and equipment for term storage in preparation for installation. Storage and security of materials and equipment as required for the performance of the contract is the responsibility of the Project Contractor. The Project Contractor shall be responsible for maintaining the cleanliness and safety of the temporary storage area.

15. Upon completion of the contract, the Project Contractor shall remove all equipment and excess materials and shall restore the site to its original condition, as approved by the CO or FM. No additional cost to the government shall be incurred for site restoration.

The Project Contractor shall (a) commence work under this contract once given the Notice to Proceed by the CO, (b) prosecute the work diligently, and (c) complete the work no later than 120 business days from the NTP.

IX. SCHEDULE

The Contractor shall prepare and provide a project schedule. The schedule shall be submitted to the CO and FM prior to the start of the project. The schedule shall identify tasks, timeframes, and milestones that are specific to the critical path plan. The schedule shall be monitored and updated continuously whenever approved changes occur. New updated versions of the schedule shall be shared with all need-to-know parties and posted, along with current contract drawings, at location for easy reference. The government reserves the right to change the schedule if the need arises. Modifications to the project schedule shall be provided to the CO and FM no more than 48 hours after major project changes occur. All physical construction work conducted on-site shall be coordinated with the onsite representative and/or the FM. All construction work shall occur between the hours of 7:00 AM and 5:30 PM. The Contractor shall not work Saturdays, Sundays, legal holidays, or non-normal working hours, unless otherwise authorized by the CO. Request shall be in written form.

X. PRE, POST, AND INTERIM PROJECT MEETINGS

Project meetings with the USGS FM, CO, and Project Contractor shall be held to discuss timelines, technical and contract questions, and any concerns regarding the project as a whole. The pre-project meeting shall be held within 7 business days after the NTP is given. Post- Project meetings shall be held directly after project work is concluded and in planning for the Punch List review. Dates and times shall be determined by all parties involved. Additional interim meetings will be scheduled, as deemed necessary, by the contractor and/or USGS officials.

XI. Quality Assurance

1. The USGS SR, COR and/or FM shall perform final inspection and acceptance with the project contractor upon completion of job performance.

2. All materials and workmanship shall be subject to inspection and approval from USGS CO or FM. All work shall be plumb and level according to design. All work unsatisfactorily performed shall be promptly corrected and made acceptable to the Government at no extra cost.

3. Provide Testing, Adjusting, Balance (TAB) report.

- The TAB report shall provide all information requested as specified. Participate in commissioning efforts. Execute all inspections, meetings, narrative, etc.

4. Provide a minimum one-year warranty. Repairs shall be performed at no additional costs during this period.

5. Maintain a warranty log. Turn it over to the owner at the end of the project.

6. Provide an 11-month punch list walk of the system/components.

7. Any instructions, specifications, or warranties that will be needed to manage the project’s final product, shall be submitted to USGS CO and FM before submittal of final payment. Refer to specifications for complete closeout document requirements.

Deliverables:

· Equipment cutsheets showing all installed product model numbers

· Equipment Operation and Maintenance Manuals

· As-built final contract drawings

· Certification of Owner Training

· Manufacturer Product Guarantee and Warranty

· Final Release-of-Claims document

· Bi-laterally approved and signed Punchlist.

XII. Materials The project contractor shall furnish all supplies, materials, and equipment necessary for performance and completion of the work included in this contract unless otherwise specified. The project contractor shall be responsible for making all arrangements for the receipt of materials and supplies at the job site. Government personnel are not permitted to receive or sign for any items delivered to the site. Materials and supplies to be used shall be not previously used or refurbished, be locally and commercially available products of reputable manufacturers or suppliers and shall be of a quality that conform to applicable Federal specifications and standards and are acceptable to the designated USGS officials.

XIII. Hazardous Materials The buildings were built prior to the 1978 federal government ban of lead-based paint (LBP) used in housing. This means that there is a possibility that LBP exists. If LBP is disturbed, disposal and cleanup must be done using the Housing and Urban Development (HUD) publication “Guidelines for the Evaluation and Control of Lead-Based Paint hazards in Housing”. Disposal of LBP will follow the Environmental Protection Agency (EPA) rules (EPA Fact Sheet EPA 530-F-03-007) on lead-based paint disposal, and all state and local regulations.

Contractors must have a lead-based paint remediation certificate.

According to the U.S. Environmental Protection Agency (USEPA), structures built between 1920 and 1985 may have asbestos in the construction materials. This means there is a possibility of asbestos being present on the buildings. If any asbestos materials are disturbed during construction, they must be removed and handled in a safe manner to minimize risk of inhalation and other hazards associated with the handling of asbestos as set forth by Occupational Safety and Health Administration (OSHA Standard 1926.1101). Contractor must have an asbestos remediation certificate.

The Environmental Protection Agency (EPA) finalized a regulation on May 19, 1980 (55 FR 11798) that identified wastes with mercury concentrations above a threshold as characteristically hazardous (D009). This means that mercury found during demolition, that is identified as hazardous waste, shall be disposed of according to regulations related to mercury type. In this case, we are looking at mercury found in thermostats and switches that are controlled under the Resource Conservation and Recovery Act (RCRA) for hazardous waste. Another regulation that is applicable is 40 CFR Part 260 through 273. See 40 CFR Part 273 Universal Waste Management for thermostats and switches in particular.

XIV. Licenses-Permits The Project Contractor is required to have a CURRENT contractor license issued by the State of Wisconsin. The Project Contractor shall, without additional expense to the Government, be responsible for obtaining any necessary licenses or permits and for complying with any Federal, State, and Municipal laws, codes, and regulations in connection with the execution of the work.

XV. Notice to the Government of Delays In the event the Project Contractor encounters difficulty in meeting performance requirements, or when it anticipates difficulty in complying with the contract delivery schedule or date, or whenever the project contractor has knowledge that any actual or potential situation is delaying or threatens to delay the timely performance of this contract, the project contractor shall immediately notify the CO, in writing, giving pertinent details. These data shall be informational only in character. Notice under this provision shall not be construed as a waiver by the Government of any delivery schedule or date or any rights or remedies provided by law or under this contract.

XVI. Indemnity The Project Contractor shall confine all work on Government premises to areas authorized or approved by the CO or FM.

XVII.

PERFORMANCE REQUIREMENTS MATRIX

Requirement Performance Objectives Performance Threshold

Surveillance Performance Standard

VII.A.4

VII.A.5

VII.A.2

VII.A.3

VII.E.6

VII.E.8

PWS Security Requirements

VIII.10

VIII.11

Figure 1: Site Plan

Figure 2: Existing SF-6 Air Handler and Location

1. SELECTION CRITERIA

· Contractor shall be selected based on Best Value in accordance with the FAR 15.101-1 according to the following criteria (in order of decreasing importance):

i. Technical Capabilities: Contractor shall submit a project plan (not to exceed 5 pages) outlining proposed plan for how the work (reconditioning/installation of the air handling unit) will be completed. Contractor shall include description of components intended to be used for this project. Contractor shall include plan for integrating reconditioned system into existing facility BAS.

The Government will evaluate this factor based on the Contractors proposed outline of work to be performed. Elements must include:

1. Contractor’s plan for reconditioning of existing air handling unit

2. Contractor’s plan for integrating reconditioned system into existing facility BAS.

3. Proposed schedule of work to be performed

ii. Key personnel experience: Contractor shall provide a listing of personnel/employees who shall perform the work onsite. Contractor shall additionally provide a listing of proposed subcontractor(s). Listing shall include contractor/subcontractor expertise and experience with servicing of HVAC systems and JCI Metasys BMS.

The Government will evaluate this factor based on the team who shall be DIRECTLY performing this work on site. MUST include:

1. Details on proposed Contractor/Subcontractor Team, including electrical, mechanical, controls, etc. Controls must demonstrate experience and capability in servicing and programming of JCI Metasys BMS.

2. Submit descriptions of key personnel’s qualifications for Project Manager, Contractors, and Subcontractors

iii. Past Performance: Contractor shall provide references for a minimum of two (2) projects within the past 5 years involving Contractor and any subcontractors involved in a Teaming Agreement pertinent to reconditioning/installation of air handling or other relevant mechanical systems. Projects provided for reference shall be at least $100,000 in dollar value and scope.

The Government will evaluate this factor based on the relevance of the listed projects indicated. Relevant elements include:

1. Reconditioning/installation of air handling units 8,000 cfm or larger – include name of air handler manufacturer(s)

2. Work performed in federal or state institutions

3. Past Performance Questionnaire from customer (if available)

iv. Price: Contractor shall submit pricing for the following:

1. Reconditioning/installation of air handler system as outlined in the PWS image3.jpeg image4.png image5.jpeg image1.jpeg image2.jpeg