Contract Document 1 - PWS Philbin BAS Project.docx

This is a requirement of the General Services Administration (GSA), Public Buildings Service (PBS), Region 1 (New England) to provide Building Automation controller and front end software system replacement for a Legacy Johnston Control BAS at the following Federally Owned and Operated Building: Philip J Philbin Federal Building in Fitchburg Massachusetts.

A. Statement of Work

1. Background The General Services Administration (GSA) Public Building Services (PBS) Building Information or Control System Technology Policy mandates that all building technologies which require network or internet connectivity must utilize the GSA network. As software and hardware platforms reach an End of Life (EoL) for manufacturer support, these systems must be upgraded to remain connected to the GSA network.

Philip J. Philbin Federal Building has a legacy Johnson Controls Metasys v7.0 Building Automation System. The majority of the controllers are past their end of life and are running on proprietary Johnson Controls N2 communications protocol.

Within the scope of this project, the goal is to rip and replace all Johnson Controls Building Automation controllers and wiring and replace them with new BACnet IP controllers that connect to 2 Niagara JAC8000s. The JCI Metasys Front End Software will be replaced with Niagara 4 and will be migrated onto the existing GSA Massachusetts Niagara Supervisor.

The contractor will take Mechanical Sequences of Operations from the facilities drawings and existing BAS system and program them into the new BAS system with new graphics, alarms, and trends to comply with the GSA Region 1 Graphics Design Guide and rename the BAS points to be in compliance with the GSA Data Normalization for_Building Automation Systems v2.5 policy.

This document is designed to outline the steps you will be required to complete in order to replace the legacy Johnson Controls Metasys BAS system and controllers with a Niagara 4 system with modern BACnet/IP controllers.

2. Certifications, Codes and Standards

2.1. Contractors shall be Niagara 4 Certified.

2.2. Work shall be in accordance with the following:

· NFPA 70, National Electric Code (NEC)

· Model Building Codes (Building, Mechanical, Plumbing)

· ANSI C12.20, Class 0.5

· Facilities Standards for the Public Building Service, P-100

· GSA_Data_Normalization_for_Building_Automation_Systems_v2.5

3. Reference Documents

3.1. The following references are intended to be advisory for the interpretation of the requirements in this statement of work:

· Building Technologies Technical Reference Guide v2.0

· GSA Smart Building Implementation Guide v1.2.1

· GSA Smart Buildings Program Guide v2.0.1

· CIW Version I – HSPD-12 request Form

· GSA Region 1 Graphics Design Guide

4. Technical and Performance Requirements

4.1. Security: Contractor shall comply with the requirements pertaining to mandatory HSPD-12 security clearances: The mandatory minimum security clearance level for contractor access to any GSA IT system and VPN is the preliminary adjudication of the National Agency Check with Inquiries (NACI), which is a prerequisite to acquiring ENT (GSA user domain) credentials, necessary to access any GSA furnished workstation or server.

4.2. Users who complete HSPD-12 process will receive GSA ENT accounts for access to GSA hosted servers and workstations

4.3. Within 10 days of award, contractors shall submit a CIW form for every member of the team who does not hold a HSPD-12 Clearance

4.4. Schedule and Meetings: Within 10 days of contract award, the contractor’s project manager shall produce a project schedule prepared in Microsoft Project or equivalent, listing all planned work activities, their duration, interdependencies, planned start and finish with a Gantt style chart. This schedule shall be continuously updated weekly until the project is complete. The project manager shall also hold a project kick-off meeting to review the schedule and update on any planned work in the upcoming weeks. Following the project kick-off meeting, the project manager shall hold project update meetings at regular intervals as approved by the Contracting Officer’s Representative (COR) to discuss work activity statuses, and provide a 4 week project look-ahead. The Contractor shall take meeting minutes and submit them to the COR within 3 business days.

4.5. Any required computer or server hardware (i.e. PC, laptop) and peripherals (i.e. mouse, keyboard, monitor) and/or routing and switching equipment, used to provide GSA network connectivity, will be government furnished and provided by the GSA. The BAS vendor shall not include Government Furnished Equipment, as defined, in their proposal.

5. Work Included

5.1. Engineering and Submittals

5.1.1. Contractor shall provide a detailed schedule of system replacement. Schedule shall be coordinated with Operations and Maintenance (O&M) services contractor in order to assure the building maintains operation throughout system replacement or work is scheduled for non-occupied hours to minimize tenant impact.

5.1.2. Contractor shall perform an overview of building control sets and sequences for The Philbin J. Philbin Federal Building in coordination with the O&M services contractor prior to the performance of work. The purpose of this review being to:

· Identify any existing deficiencies in sequences of operation or other changes needed to better accommodate operational needs.

· Incorporate these changes as a part of the project scope and schedule.

· Ensure that no operational capabilities are removed, or limited as a result of changes made by the project unless otherwise approved by the COR.g

All changes are subject to approval by the COR. Any approved and incorporated changes to building control capabilities, sequences, setpoints, etc. shall be documented, in writing, and provided to the COR and the local building management team in a summary closeout document at the completion of the project.

5.1.3. Contractor shall develop, and adhere to, a project-tailored Quality Control Plan to ensure work is of the highest quality, and meets the full requirements of the scope of work. At a minimum, this plan will identify the Contractor’s planned quality control actions, their frequency, and the timeframes for correction of deficiencies, as aligned to the project’s scheduled milestones. This plan shall be submitted to the COR for review, input, and approval within 45 days of award All quality control reviews, findings, and corrective actions, shall be documented, and provided to the COR when completed.

5.1.4. Any contractor- provided hardware requiring access to the GSA network, must be pre-approved for use by the GSA (PBS CIO). All IP-enabled devices will be evaluated and scanned to determine any potential IT Security vulnerabilities. GSA will provide a report indicating the required configuration changes to the device that must be made in order for installation to be acceptable and approved. Contractors must make any required configuration changes before their product will be accepted for use. Configuration changes are not a change in scope and are not subject to equitable adjustment under the contract.

5.1.5. Any Contractor proposed non-standard software must be pre-approved by GSA (OCIO). "Nonstandard software" is defined as software which is not widely dispersed and commercially available on desktops. The software must be compatible with the standard GSA image (configuration). The GSA standard image utilizes a Windows operating environment, with the most current updates, as recommended by Microsoft. All software that is pre-installed on the image is updated with the latest security patches. Contractor proposed application software and server software must be compatible with the most current version of GSA standard desktop software (i.e. Windows, Adobe, JAVA and McAfee) and server software (VMware) Vendor software shall be current in accordance with industry standard to within one year of delivery to the government. An updated list of the version of standard currently required for GSA workstations and servers can be provided by GSA.

5.1.6. To meet the requirements of the Smart Building Design Standards, all building system data points must be exposed on the GSA network for future third party integration. Proposed controls systems must include the ability to transfer data to a third party via an automated data push or third party initiated query using an open and published methodology including, but not limited to, BACnet/IP, oBIX, OPC, Haystack, ModbusTCP etc. The contractor shall document a proposed means of data transfer for this system.

5.2. Building Automation System Installation and Configuration - Software & Hardware Replacement.

5.2.1. This section only applies to Software Upgrades that require replacement of existing Global Network Controllers due to legacy, End of Life hardware and software.

5.2.2. Where new programming and point mapping must be completed, Contractor shall adhere to the supplied “GSA Data Normalization for Building Automation Systems v 2.5” document for standard point naming conventions and tagging requirements for GSA systems.

5.2.3. Contractor shall replace existing IP network controllers with new Tridium JACE-8000s and include necessary database conversions or programming, graphics, alarming, and historical trending.

5.2.4. Re-use of the existing JCI NAE panels for JACE8000 placement is authorized.

5.2.5. Contractor shall upgrade all newly installed Tridium JACE-8000s with latest PBITS remediated Software and Firmware with 5 year Software Maintenance Agreement Licensing. JACEs will have open NIC statements for both Station and Tool and station and platform credentials will be provided to the GSA. Use of existing IP network home-runs to the GSA switches is allowed if cables are in good condition.

5.2.6. Any additional BAS Software will be required to run (at minimum) on Windows Server 2019. BAS Software must be supported by the manufacturer on the designated Microsoft 2019 Server OS.

5.2.7. Contractor will install a 5 Year Licensed Copy of Niagara Workbench software on the GSA provided BAS workstation at Fall River SSA.

5.2.8. There are 12 Legacy JCI N2 Controllers that run major HVAC equipment and 103 Legacy JCI N2 Controllers that run minor HVAC Equipment that need to be replaced with BACnetIP controllers. See Philbin Controller Index for list of Mechanical systems controllers.

5.2.9. The current IP Addressable NAEs need to be removed and replaced with 2 JACE8000s.

5.2.10. The Chillers and Cooler Tower controllers have been recently replaced with a Trance SC+ system. These controllers are not to be replaced. The graphics and points need to be integrated into the new Niagara System and not run in a standalone fashion, which is its current configuration.

5.2.11. Replacement controllers and software shall be configured to utilize existing sequences as currently utilized in the existing Building Automation System. Contractor shall document sequences before and after system migration and provide a list to the GSA of any I/O found not in working order prior to replacing controllers. A change order will be issued for any field level controller or sensor documented as not in working order if the GSA deems it appropriate at the time.

5.2.12. Graphics submittal for the Phillip J. Philbin Federal Building will conform with the GSA Region 1 Graphics Guide, BAS floor plans will incorporate the latest room numbers provided by the Property Manager. Any mislabeled components or missing mechanical devices that are online, communicating, and in and working order will be corrected in the new graphics submittal. Graphics submittal is subject to approval by the COR. Examples of acceptable graphics from existing buildings will be provided for reference.

5.2.13. BAS point naming submittal for Phillip J. Philbin Federal Building will conform to the GSA Data Normalization For Building Automation Systems v2.5 policy and is subject to approval by the COR

5.2.14. Every IP level device shall be configured to the proper GSA IT Building System Network IP address as directed by PBITS. The BACnet/Ethernet communication protocol is not permitted on the GSA network so BACnet/IP must be implemented as the communication protocol.

5.2.15. IP addresses for all BAS IP-level devices will be issued by PBITS and distributed after inspection and approval of the network diagram. MAC Addresses for each JACE8000 and BACnetIP device will be provided to the COR two weeks prior to installation.

5.2.16. Contractor shall be responsible for configuring any BACnet, UDP or TCP traffic between controllers, servers and clients to prevent broadcast “storms” or “collisions” or any other network disruptions. This may include installing and configuring a BBMD or reconfiguring BACnet ports to a specified port as directed by GSA.

5.2.17. Contractor shall provide necessary testing and documentation showing that the systems have been successfully upgraded and migrated onto the GSA Niagara 4 Supervisor Server.

5.2.18. The GSA COR will proceed with onsite commissioning once each facility reaches substantial completion. A separate commissioning report and punch list will be provided for each building and the contractor will have 30 days to close out the punch list items.

5.2.19. Hardware, Wiring Software, and Licensing (Order Level Materials)

· Contractor shall provide the following hardware, software, and licensing:

· Tridium J-8100 (N4, up to 100 Device Limit as applicable, QTY Two (2)

· Tridium WPM-8000 (JACE Power Supply), QTY Two (2)

· Tridium SMA-8100-5YR (JACE 8100 - 5 Year Maintenance), QTY Two (2)

· Tridium Workbench License (5 Year Maintenance), QTY One (1)

· 103 BACnetIP Controllers for Minor HVAC Mechanical Systems

· 12 BACnet IP Controllers for Major HVAC Mechanical Systems

· 117 Seperate Ethernet Runs from these controllers to GSA Switches located through out the Facility. Switches are provided and managed by the GSA.

5.3. Building Automation Network Configuration (Pre-Migration)

5.3.1. Contractor shall be responsible for connecting Building Automation Network core switch and GSA Network demarcation.

5.4. Building Automation System Cutover (Migration)

5.4.1. Upon completion of all pre-migration work and after receipt of the government furnished network switches (if necessary), the BMS contractor shall coordinate a date to “Cut-Over,” the BMS system from the JCI Metasys BAS to the Niagara 4 BAS and onto the existing Massachusetts Niagara 4 BMS Server. The Phillip J. Philbin Federal Building JACE8000s will connect back up to the GSA Ethernet switch and act as standalone Network Controllers. The BMS contractor shall prepare a detailed procedure of all planned work activities, pointing out possible risks and impact to the building of all work. A risk management plan to identify risks with a planned procedure of steps to be taken if such a risk event arises shall be presented and discussed with all team members. The GSA preferred method is to transfer shutdown and then transfer one mechanical system/controller at a time to minimize tenant impact.

5.4.2. At the time of “Cut-Over,” all network terminations shall be made, and each IP enabled device shall be migrated. Upon completion of work, documentation of any deviations shall be made on the record drawing set and published. The GSA IT department will request various forms to be completed documenting the project which must be completed and provided within 5 business days after the completion of the cutover.

5.4.3. The BAS contractor shall be required to confirm communication and functionality after completion of GSA network migration. Including device to device and device to server

5.4.4. The BAS contractor shall provide any and all cabling to GFE switches, BSN Workstations or Servers where applicable

5.4.5. At the completion of the “Cut-Over,” the existing BMS server, administrative workstations and any other unused wire component of the BMS system shall be removed from the building and disposed of by the contractor.

5.4.6. At completion of the Fall River SSA system migration, the Contractor shall coordinate and verify disaster recovery operation exercises with property management and operations and maintenance staff present. This exercise shall ensure continued operations and emergency system maintenance procedures in cases of network loss with focus on using Niagara WorkBench software

6. Commissioning

6.1. Contractor will submit a commissioning plan to the GSA for approval. Commissioning plan will include the following.

6.2. Approach to systematically inspecting each new building automation controller’s panel, wiring, control card, input and output terminations, Testing of each of the controllers’ inputs and outputs, alarms, and associated system devices such as relays, sensors, actuators, thermistors, etc.

6.3. Approach for inspecting virtual points, PID Loops, and logic-based programming as it relates to BAS operation and control.

6.4. Verify all existing Sequences of Operation have been programmed as it relates to previous documented sequences of operation and prior BAS programming in the Legacy JCI Metasys BAS. Document all findings including any discrepancies, deficiencies, or need for repair and/or correction.

6.5. Approach for endurance testing. Observing and trending BAS system and its critical points, sequence of operations, and logic prior to corrective action and then after corrective action. There should be at minimum 2 weeks of Measuring and Verification trends for all major BAS points proving the system is working.

6.6. Point to Point Inspection and Testing, see addendum A for example test documentation.

6.7. Contractor will physically verify that every point’s input and output wire on all BAS controllers have been landed correctly on the controller and terminated correctly to its corresponding component; (i.e., relay, thermistor, actuator, sensor, etc.). Make note of deficiencies such as frayed wiring insulation, stranded wiring hanging out of terminal pins, loose or no connections, incorrect wiring, wrong components, etc.

6.8. Contractor will test each controller’s AI, AO, AV, BI, BO, BV, MO, & MV and Alarm point types; analog inputs, outputs and values, binary inputs, outputs and values, multistate inputs, outputs, and values. Each point test will be documented as pass or fail.

6.9. Approach for functional testing. Observing and trending BAS system and its critical points, sequence of operations, and logic prior to corrective action and then after corrective action. There should be at minimum 2 weeks of Measuring and Verification trends for all major BAS points proving the system is working.

6.10. Conduct functional testing in accordance with the contractor’s approved commissioning plan and document results.

6.11. Automated building systems include, but are not limited to, boiler systems, all FCU, VAV, fan powered boxes, components, fan coil units, AHUs cabinet unit heaters, unit heaters, and Cooling Tower and all associated components.

6.12. Functional testing trends will be downloaded and provided to the GSA for review.

6.13. Recommending repairs/modifications. Replacing actuators, sensors, relays is not part of the scope, but creating a list of deficiencies to be forwarded to the maintenance staff is. A complete list will be provided to the GSA within 15 days of functional testing.

6.14. GSA will provide an authorized list to the contractor for corrective actions to implement as a modification to this order including associated time extension.

6.15. Final Commissioning Report

6.16. Deliver a Final Commissioning Report. The Final Commissioning Report should include at a minimum:

6.17. Summary of all issues resolved and unresolved and any recommendations for resolution.

6.18. Post‐commissioning activities and results including deferred and seasonal testing results, test data reports and additional training documentation. Lessons learned for future commissioning project efforts.

6.19. The Final Commissioning Report will serve as a critical reference and benchmark document for future recommissioning and GSA Link continuous commissioning of the facility.

7. End User Training and Manuals and Warranty.

7.1. Contractor shall conduct 24 hours of user training for identified GSA personnel and Operations and Maintenance Contractors. The training shall be a comprehensive overview of software and devices, how to operate/maintain software and devices, and how to make basic programming changes (i.e. schedules, temperature settings, and override timeouts) , and the use of Niagara WorkBench to operate the BAS in case of a wide area network (WAN) connection loss. Contractor shall provide hardware and software manuals for all new software and devices. Training is not to exceed 8 hours in a session.

7.2. Warranty: The Government intends to take advantage of commercial warranties, in accordance with FAR 46.709. The Contractor shall provide the manufacturer’s warranty. A one year warranty applies on all service, engineering, and programming work. This is not a service contract; warranty only applies to work performed in accordance with this statement of work and manufactured parts.

8. Work Not Included

8.1. Costs for providing internal GSA security escort and technical personnel

8.2. GSA shall ensure a connection to the GSA LAN is present and functioning

8.3. GSA shall provide all network switches, servers, workstations and peripherals

9. Government Furnished Property

9.1. If the Option for Optional Supplies under SOW paragraph 5.2.12 is not exercised then the Government shall provide those supplies as Government Furnished Property.

9.2. Incorporated by reference is FAR Clause 52.245-1 Government Property (Jan 2017)/ image1.jpg