STATEMENT OF WORK

BUREAU OF INDIAN AFFAIRS

ROCKY MOUNTAIN REGION - BRANCH OF FACILITIES

Contract: HVAC Blower Motor Repair and Squirrel Cage Replacement Project: Northern Cheyenne Juvenile Detention Center Location: 304 Mennonite Drive, Busby, Montana 59016 Contract Period: 60 days

1. PROJECT OVERVIEW AND OBJECTIVES

1.1 Executive Summary

The Bureau of Indian Affairs (BIA) requires comprehensive repair services for two (2) Trane HVAC blower motor systems at the Northern Cheyenne Juvenile Detention Center. The project involves precision repair of 20 HP blower motors and replacement of squirrel cage assemblies to restore the full operational capacity of the facility's climate control systems.

1.2 Primary Objectives

− Restore HVAC System Functionality: Achieve 100% operational capacity of both blower motor units

− Ensure Code Compliance: All work must meet or exceed current OSHA, NATE, and manufacturer specifications

− Minimize Facility Disruption: Complete all work within the 8-day performance period with minimal impact on facility operations

− Establish Long-term Reliability: Provide solutions that ensure extended equipment lifespan and optimal performance

2. Equipment Specifications and Requirements

Primary HVAC Unit:

− Manufacturer: Trane − Model: SXHFC30405H8G6BDS0000BW000000L000T008000S − Serial Number: C03E04331 − Electrical Specifications: 480V, 60Hz, 3-Phase − Utilization Voltage Range: 414-506V − Nominal System Voltage: 440-460-480V

Blower Motor Assembly Specifications:

− Drive System: Browning V-Belt Drive Kit − Part Number: PO-Y1G477AB001:030721 − Kit Designation: KIT-SXHFC30405H8G6BD1 − Motor Horsepower: 20.0 HP − Fan RPM: 1,901 − CD Rating: 24.4 − Tension Specification: 6.56 LBS @ 0.38 IN

− Drive Belt: BX76 − Motor Sheave: SB70SK − Motor Bushing: SK1 5/8 − Fan Sheave: 2BK120H − Fan Bushing: H 1 7/16

Secondary Motor Specifications:

− Manufacturer: A.O. Smith Century E-Plus 3 − Part Number: 7-850279-01-J2 − Frame: S256T − Type: MOGB − Drive Bearing: 309SF − Voltage: 230/460V − Horsepower: 20 HP − Frequency: 60Hz − Amperage: 49.4/24.7A

− RPM: 1,765

2.1 Work Performance Requirements

2.1.1 Pre-Work Activities

1. Site Assessment and Safety Planning − Conducting comprehensive pre-work site survey − Develop crane operation plan with certified operator − Establish safety perimeter and OSHA-compliant work zones − Coordinate with facility management for operational scheduling

2. Equipment and Material Verification − Verify all replacement parts meet OEM specifications − Confirm compatibility with existing Trane HVAC system − Provide material submittal packages for BIA approval prior to installation − Establish secure on-site material storage

2.1.2 Crane Operations and Rooftop Access

1. Crane Specifications and Requirements

− Minimum 5-ton capacity mobile crane for HVAC unit access − Certified crane operator with NCCCO credentials − 30-50 feet reach capacity from accessible parking area − Full compliance with OSHA 29 CFR 1926 Subpart CC requirements

2. Safety Protocol Implementation − Install OSHA-compliant barriers and warning flagging before lifting operations − Establish exclusion zones during crane operations − Implement fall protection systems for all rooftop work − Provide certified signal person for crane operations − Maintain continuous communication protocols

2.1.3 Motor Repair and Replacement Procedures

1. System Shutdown and Isolation

− Coordinate with facility to schedule system shutdown during minimal impact hours

− Implement lockout/tagout (LOTO) procedures per OSHA 29 CFR 1910.147 − Verify electrical isolation with qualified testing equipment − Document pre-work system conditions with photographs

2. Disassembly and Assessment − Safely remove HVAC unit top covers using crane assistance − Perform comprehensive assessment of existing motor conditions − Document components wear patterns and failure analysis − Safely remove malfunctioning HVAC components using crane assistance − Catalog all removed components for proper disposal

3. Repair and Replacement Execution − Execute precision motor replacement/repairs with OEM parts and procedures using crane assistance to install parts components if crane lift deemed necessary

− Install new squirrel cage assemblies per manufacturer specifications − Ensure proper alignment of all rotating components − Apply appropriate torque specifications to all fasteners − Verify belt tension meets manufacturer requirements (6.56 LBS @ 0.38 IN)

4. System Integration and Testing − Coordinate with control system vendor for programming integration − Perform comprehensive electrical testing and commissioning − Execute motor rotation verification and direction confirmation − Conduct load testing at various operational speeds − Verify proper communication with existing building management system

2.1.4 Quality Control and Performance Verification

1. Operational Testing Protocol

− Multi-stage operational testing at 25%, 50%, 75%, and 100% capacity − Vibration analysis to verify proper component alignment − Electrical testing including amperage draw verification − Temperature monitoring during an initial 4-hour operational period − Airflow measurement and verification against design specifications

2. System Balancing and Optimization − Perform air balance testing throughout facility − Adjust dampers and controls for optimal performance − Verify temperature control accuracy in all zones − Document baseline performance metrics for future reference

2.2 Environmental and Safety Compliance

2.2.1 OSHA Safety Requirements

− 29 CFR 1926.95: Personal Protective Equipment − 29 CFR 1926.96: Occupational foot protection − 29 CFR 1926.100: Head protection − 29 CFR 1926.501: Fall protection standards − 29 CFR 1926 Subpart CC: Cranes and derricks in construction

2.2.2 Environmental Considerations

− Proper disposal of all replaced components per EPA regulations

− Used oil and lubricant disposal through certified waste management − Safety Data Sheet (SDS) compliance for all chemicals used − Refrigerant handling per EPA Section 608 requirements (if applicable)

3. PROJECT MANAGEMENT AND COORDINATION

3.1 Project Timeline and Milestones

Day 1-2: Preparation and Setup

− Site mobilization and safety setup − Material delivery and verification − Crane positioning and safety zone establishment − Final coordination with facility management

Day 3-5: Execution Phase − System shutdown and isolation − Component removal and assessment − Motor repair and squirrel cage replacement − Initial system integration testing

Day 6-7: Testing and Commissioning − Comprehensive operational testing − System balancing and optimization − Performance verification and documentation − Final integration with control systems

Day 8: Project Completion − Final inspection and sign-off − Documentation delivery − Site cleanup and demobilization − Project closeout activities

3.2 Key Personnel and Responsibilities

Contracting Officer (CO): TBD

− Contact: TBD − Address: 2021 4th Avenue North, Billings, Montana 59101 − Authority: Contract modifications, approvals, and final acceptance

Contracting Officer's Representative (COR): TBD − Responsibilities: Technical oversight, daily progress monitoring, quality verification

Contractor Project Manager:

− Qualifications: Minimum 5 years HVAC project management experience − Responsibilities: Daily coordination, safety oversight, quality control

Lead Technician Requirements:

− Certifications: NATE certified, EPA 608 Universal, manufacturer-specific training − Experience: Minimum 7 years commercial HVAC experience − Specialization: Large commercial motor repair and crane-assisted installations

4. TECHNICAL SPECIFICATIONS AND STANDARDS

4.1 Performance Standards

− Motor Efficiency: Minimum 85% operational efficiency post-repair − Vibration Limits: Maximum 0.3 IPS per ANSI/ISA S2.04 standards

− Temperature Rise: Not to exceed manufacturer specifications under full load − Noise Levels: Maximum 85 dBA at 3 feet from equipment

4.2 Material and Equipment Standards

− OEM Parts: All replacement parts must be Original Equipment Manufacturer or approved equivalent − Quality Certification: ISO 9001 certified manufacturing for all major components − Testing Equipment: All testing instruments must have current calibration certificates − Documentation: Complete material traceability and certification packages required

4.3 Workmanship Standards

− Industry Standards: SMACNA (Sheet Metal and Air Conditioning Contractors' National Association)

− Electrical Work: NEC (National Electrical Code) compliance − Mechanical Work: ASME standards for rotating equipment − Installation: Manufacturer installation guidelines and best practices

5. DELIVERABLES AND DOCUMENTATION

5.1 Pre-Work Submittals (Due 5 days before work commencement)

− Detailed work plan and schedule − Material submittal packages with certifications − Safety plan and crane operation procedures − Insurance certificates and bonding documentation − Personnel qualifications and certifications

5.2 Progress Documentation

− Daily progress reports with photographic documentation − Material delivery and installation logs − Safety incident reporting (if applicable) − Change order documentation and approvals

5.3 Final Deliverables

− Comprehensive Test Reports: Including all operational parameters and performance metrics − As-Built Documentation: Updated drawings reflecting any modifications − Operation and Maintenance Manuals: Complete O&M packages for all installed equipment − Warranty Documentation: Manufacturer warranties and contractor workmanship guarantees − Training Materials: Basic operational training for facility maintenance staff

5.4 Cost Control Measures

− Fixed-price contract structure to control costs − Pre-approved material list to prevent scope creep − Daily progress monitoring to ensure schedule adherence − Contingency planning for unexpected conditions

6. WARRANTY AND PERFORMANCE GUARANTEES

6.1 Contractor Warranties

− Workmanship Warranty: 1 years from project completion − Material Warranty: Pass-through of manufacturer warranties (minimum 3 year) − Performance Guarantee: 6-month period of guaranteed operational performance

6.2 Performance Metrics

− System Availability: 99.5% uptime during first 6 months − Energy Efficiency: Achievement of baseline efficiency targets − Maintenance Requirements: Reduced maintenance needs compared to pre-repair conditions

6.3 Warranty Service

− Emergency Response: 24-hour emergency service availability − Regular Maintenance: Semiannual performance check-ups during warranty period − Parts Availability: Guaranteed parts availability for warranty repairs

7. RISK MANAGEMENT AND CONTINGENCY PLANNING

7.1 Identified Risks and Mitigation Strategies

Weather Delays:

− Risk: Adverse weather affecting crane operations − Mitigation: Flexible scheduling with weather monitoring, indoor preparation work

Equipment Access Issues:

− Risk: Unexpected access challenges to rooftop equipment − Mitigation: Pre-work site survey, alternative access planning

Parts Availability:

− Risk: Delayed delivery of critical components − Mitigation: Early procurement, approved substitute parts list

Facility Operational Disruption:

− Risk: Extended HVAC system downtime − Mitigation: Temporary cooling/heating solutions, accelerated work schedule

7.2 Emergency Procedures

− 24/7 emergency contact protocol − Backup equipment availability − Rapid response team for critical issues − Communication plan with facility management

8. COMPLIANCE AND REGULATORY REQUIREMENTS

8.1 Federal Compliance

− Buy American Act compliance for materials − Davis-Bacon Act wage requirements − Equal Employment Opportunity provisions − Small Business Subcontracting opportunities

8.2 State and Local Requirements

− Montana contractor licensing requirements − Local permit and inspection requirements − Environmental compliance with EPA regulations − Tribal consultation requirements (if applicable)

8.3 Industry Certifications

− NATE (North American Technician Excellence) certified technicians − EPA Section 608 certification for refrigerant handling − OSHA 30-hour construction safety certification − Manufacturer-specific equipment training certifications

9. PROJECT ACCEPTANCE AND CLOSEOUT

9.1 Acceptance Criteria

− Functional Testing: Successful completion of all operational tests − Documentation Review: Approval of all required documentation − Training Completion: Successful training of facility personnel − Final Inspection: Joint inspection and sign-off by CO and COR

9.2 Project Closeout Requirements

− Final invoice submission with supporting documentation − Warranty registration and documentation transfer − Spare parts inventory transfer − Final project report and lessons learned documentation

Contract Administrator:

Contracting Officer US Department of Interior - Bureau of Indian Affairs 2021 4th Avenue North Billings, Montana 59101 Phone: 406-247-7941