Exhibit 1 - Performance Work Statement.pdf

EXHIBIT 1: Performance Work Statement - Building Operations, Maintenance, and Electrical Support

INTRODUCTION

As part of the United States Holocaust Memorial Museum program of Facility Management, the Division of Operations has identified a requirement for physical plant operations, maintenance and electrical support of the United States Holocaust Memorial Museum’s Washington, DC metro area facilities, including the Museum building, the Ross Administrative Center, Office Suite at Portals III, and the Shapell Center in Bowie, MD.

Protection of artifacts, visitor and staff safety and comfort requires the highest standards of operations, maintenance, and repair to ensure the facilities interior environment and operating parameters are precisely maintained and the facilities’ HVAC systems are operating optimally at all times. Maintaining uninterruptible utilities and environmental conditioning 24/7 will preserve the asset value of the facility and its systems helping to reduce operating costs to the Government.

C.1 BACKGROUND:

The U.S. Holocaust Memorial Museum (USHMM or Museum) and Ross Administrative Center (RAC) are located at 100 Raoul Wallenberg Place, SW, Washington, DC. The Museum leases an office suite at Portals III, 1201 Maryland Avenue, SW, Washington DC, 20024. The Museum’s David and Fela Shapell Family Collections, Conservation and Research Center (SCCRC) is located at 4800 Marconi Drive, Bowie, MD 20715.

C.1.1 Museum

The Museum is a 250,000sf, seven story facility heated by electric reheat, humidified by low pressure humidifiers, and cooled by chillers and a central air-handling system. The major equipment includes, but is not limited to:

● Chillers: Two (2) 500 ton York YMC2 magnetic bearing chillers

● Cooling Towers: Three (3) 360 ton cooling towers

● Pumps: Two (2) primary condenser pumps, two (2) primary chilled water pumps, one (1) standby pump and four (4) secondary condenser pumps.

● Heat Exchanger: One (1) each 150 and 25 ton plate and frame heat exchangers

● Air Handlers: Fourteen (14) custom Trane “Climate Master” air handlers

● Humidifiers: Four (4) Dry Steam humidifiers

● Reverse Osmosis System: Humidifier Supply

● Emergency Generator: One (1) 1000 kw emergency generator

● Fire Pump: One (1) 1500 GPM fire pump

● Air Compressor System (2) 5 HP

● Sewage Ejectors: Four (4) sewage ejector pumps

● Storm Water Ejectors: Four (4) storm water ejector pumps

● CRAC Units: Three (5) Liebert DX Computer room A/C units

● VAV boxes with reheat

● CAV boxes with reheat

● SCUs: Seven (7) Self-contained air-conditioning units

● FCUs: Four (4) Fan coil units

● Various plumbing and electrical equipment and fixtures

C.1.2 Ross Administrative Center

The Ross Administrative Center is a 45,000sf, three story plus mezzanine facility cooled by package units with electric heat. The major equipment includes, but is not limited to:

● Cooling Tower: One (1) 285 ton cooling tower

● Pumps: Two (2) open loop condenser pumps and two (2) closed loop condenser pumps.

● Air Handlers: Eight (8) York Air handlers

● CRAC Units: One (1) Liebert DX Computer room air conditioner

● Emergency Generator: One (1) 150 KW emergency generator

● Fire Pump: One (1) 750 GPM fire pump

● Reverse Osmosis System

● Variable air volume boxes with reheat

C.1.3 Shapell Center

The Shapell Center is a two-story, 103,000 square foot facility heated by hot water boilers, humidified by low pressure steam boilers, and cooled by chillers and a central air-handling system. The major equipment includes, but is not limited to:

● Chillers: Two (2) 400 ton York YMC2 magnetic bearing chillers

● Hot Water Boilers: Three (3) Fulton non-condensing hot water boilers

● Steam Boilers: Two (2) Fulton low pressure steam boilers

● Heat Exchanger: One (1) 100 ton plate and frame heat exchanger and associated equipment

● Reverse Osmosis System: One (1) reverse osmosis system for steam boiler feedwater

● Cooling Towers: Two (2) 500-ton Tower Tech sumpless cooling towers

● Air Handlers: 7 custom York air handlers

● DX Refrigeration Systems: One (1) low temperature DX refrigeration system (2 units) for cold storage and one (1) medium temperature DX refrigeration system (2 units) for cool storage

● CRAC Units: Three (3) Liebert CRAC units

● Dehumidifiers: Four custom Bry-air dehumidifiers

● Fire Pump: One (1) 1500 GPM fire pump

● Emergency Generator: One (1) 1000 KW emergency generator

● Nitrogen Generators: Two (2) Nitrogen generator fire suppression systems (monitoring)

● Various HVAC, plumbing and electrical equipment and fixtures

C.1.4 Portals III

The Portals suite is a 37,000sf leased office suite, major equipment includes, but is not limited to:

● CRAC Units: Two (2) Liebert DX computer room A/C units

● Air Handlers: Two (2) Trane chilled water Air Handlers

C.2 PERIOD OF PERFORMANCE:

● Contract start date will be set by the Contracting Officer (CO).

● Base contract period will be from the contract start date until 9/30/2026

● The Government has the option to extend the contract for four twelve month periods.

● A fifth option period will begin 10/1/2030 with a duration to allow a total contract term of sixty months.

C.3 PERFORMANCE WORK STATEMENT

This is a Performance Work Statement (PWS) for facilities engineering, operations, maintenance, and related services defined under the scope of this contract. This PWS describes the minimum requirements of the Museum and acceptable outcomes to be performed by the Operations and Maintenance Contractor (known from here on as Contractor, which, for purposes of this document includes the term “offeror”). All, or part of, the successful Contractor’s Management Plan shall be incorporated into the contract.

USHMM seeks to establish a partnering relationship with the Contractor to accomplish the program objectives in this contract. The objective of the partnering process is to provide an effective problem-finding/problem-solving management team composed of personnel from both parties, thus creating a single culture with one set of goals and objectives. Partnering requires that both parties recognize and address those opportunities and challenges that shall be confronted to help maintain the health of the Contractor/USHMM relationship. The relationship is based on trust, dedication to common goals, and an understanding of each other's individual expectations and values. The team shall consider utilizing a facilities engineering and systems thinking approach to provide solutions. The outcome of this initiative is for USHMM to leverage Contractor expertise to assist USHMM in accomplishing these goals and objectives.

USHMM intends to contract for Contractor-provided technical and managerial expertise to assist in the holistic management of assets over the long term. The facilities engineering model is dependent upon an effective partnership with a highly skilled Contractor whose objectives are based on mutual understanding of the stated requirements and objectives. A higher level of effective communication between the Government and Contractor is essential for partnering and for this performance based service contract to succeed, whereas the success of this contract is shared between the Government and the Contractor. More emphasis is placed on the Contractor’s self-management of quality, not the usual inspection by Government inspectors, although that is a part of this contract as well. All parties shall act proactively to reduce service cost.

This contract requires the Contractor to participate and partner with the Government in the initiative of obtaining high performance and sustainable operations, inclusive of initiatives to conserve energy and water consumption and meeting or exceeding specific environmental, regulatory, or performance standards. The following sections detail the USHMM minimum requirements and acceptable outcomes. The Contractor shall closely monitor all aspects of the work, identify deficiencies, and implement corrective action without reliance on Government oversight.

C.3.1 CONTRACT TASKS:

The Contractor shall provide management, supervision, and labor required for the safe, efficient, effective, economical, and satisfactory operation, maintenance, and repair (deficiency items that are within the skill set of the on-duty staff to correct, and are normally accomplished as part of the annual operation and maintenance funds) and preventive maintenance of equipment and systems located within USHMM properties as outlined below and further described in this document.

C.3.1.1 Operation of Building Systems

The Contractor shall monitor and maintain the environmental standards set for the various areas of the buildings. Equipment start up shall occur efficiently in order to fully attain environmental conditions at the beginning of normal working hours (where applicable). The Contractor shall report significant changes in the operating conditions to the COR or their designee.

The Contractor shall operate the following systems:

● Building Automation System (BAS)

● Fire protection and life safety systems and equipment, including generators and weekly generator testing.

● All control systems that are defined below.

● Lighting, dock levelers and bumpers and roll-up garage doors.

C.3.1.2 Operations, Maintenance, and Repair

The contractor shall operate, maintain, and perform repairs to the following systems:

● Mechanical heating, ventilation, exhaust and air conditioning systems (HVAC) systems and equipment

● Plumbing systems and fixtures and other kitchenette and restroom equipment

● Electrical systems and equipment, including lighting

● Storm drainage systems

● Sanitary sewage equipment and systems, including oil interceptors

● Domestic water filtration

● Work ticket/PM/Service call desk operations, to include record keeping using a

Computerized Maintenance Management System (CMMS)

The Contractor shall notify COR of other repairs or replacements required for all HVAC equipment, electrical, plumbing, and mechanical systems, and utilities located on the Museum’s properties. The Contractor shall conduct routine inspections. The Contractor shall identify, report, and address (where applicable) missing components or defects that could affect the safety, appearance, or intended use of the facility or could prevent any electrical, mechanical, fire protection and life safety, plumbing or structural system from functioning in accordance with its design intent. The contractor is responsible for monitoring and reporting the fuel storage levels/consumption as part of their contract and notifying the Government of the need for refueling.

C.3.1.2.1 Maintenance Standard

As part of the Contractor’s established system for scheduling and performing scheduled preventive maintenance, the Contractor shall propose to the COR for approval, preventive or predictive maintenance standards or guides for each piece of equipment where the manufacturer/designed recommends preventive maintenance, where it is the industry standard to perform preventive maintenance, or it is a Museum requirement to perform preventive maintenance. Minimally, the preventive or predictive maintenance standards should be based on manufacturer’s recommended maintenance, the most current Public Buildings Service Operations and Maintenance Standards or recognized national standard guides, whichever is most stringent.

The Contractor proposed preventive or predictive maintenance standards or guides shall include all of the building equipment under the scope of this contract when any any of the following equipment characteristics apply:

● The equipment normally requires periodic replacement of consumable components;

● The equipment normally requires periodic or occasional cleaning;

● The equipment has moving parts;

● The equipment is prone to failure before overall obsolescence of the system it serves;

● The equipment requires maintenance in accordance with any other provisions of this contract;

● The equipment has filters that must be changed on a determined frequency.

Preparation of the preventive maintenance program is the responsibility of the Contractor in consultation with, and approval by, the COR.

C.3.1.3 Control Systems

A control system communicates with, monitors and controls another system operating within a building. Components of control systems include, but are not limited to stand alone devices, field and global controllers; instrumentation; networking infrastructure; computers and peripherals;

software; programming; database files; and licenses. Examples of control systems include the Building Automation System (BAS), Advance Metering System (AMS), and lighting control systems. Gateway devices, mapping software and files for data interchange between a control system and a fire protection or security system are considered part of the control system.

Fire protection systems and security systems are excluded from this definition for purposes of this contract except for responding to, investigating, acknowledging, and silencing alarms in conjunction with the Museum’s Security Control Center or responding to, investigating and making emergency repairs to leaks in the fire suppression system.

The Building Automation System) is a system controlling and monitoring building HVAC, and possibly other systems, to include all device, field, and global controllers, instrumentation, networking infrastructure, computers and peripherals, software, programming, database files, and licenses.

The building automation systems utilize a Johnson Controls FX EMCS (with some hybrid Metasys elements) used to precisely control all building environmental conditions. The

Contractor shall notify the COR if a sequence of operations or its implementation is not producing the desired results or is resulting in unnecessary energy use. The Contractor is responsible for notifying the COR immediately if any systems are running out of sequence or manually.

The Contractor shall be responsible for making immediate adjustments or corrections that fall into the scope of operations or routine preventive maintenance required by this contract at no additional cost to the Government. This includes but is not limited to: making adjustments to controls, adjusting the BAS software, e.g., correcting set points, restoring equipment being operated manually to automatic operation. The Museum maintains a third party contract for the maintenance, repair and programming of the BAS system.

C.3.1.4 BAS Alarm Response

BAS alarms shall be treated as service requests and responded to accordingly. Communications for alarms set up for remote notification shall be tested on a recurring basis.

C.3.1.5 Operating Logs (Boilers and Water Cooled Chillers)

Contractor shall complete operating logs for boilers and water cooled chillers at a minimum of three times per day.

C.3.1.6 Demand Response Programs

The Government may participate in demand response programs or critical peak pricing tariffs administered by utilities, state agencies, or third-party administrators. If the Government participates in such a program and advises the Contractor of the requirements of the program, the Contractor shall cooperate fully in the implementation of the program.

C.4 GENERAL AND ADMINISTRATIVE REQUIREMENTS

C.4.1 Staffing Offerors are responsible for proposing a staffing plan that meets the minimum requirements below and fulfills the requirements for this Performance Work Statement.

C.4.1.1 General

The Contractor shall adhere to the submitted staffing plan and subcontracting plan that was submitted prior to award as part of the proposal. The Contractor shall submit a staffing/ subcontractor plan that provides sufficient numbers of staff at the various levels of expertise to meet the requirements of this scope. Any changes to the proposed staffing levels, qualifications of proposed staff or key personnel, or the areas of expertise or disciplines of the proposed staff shall be submitted for review and approval from the CO or their designee. Contractor Staff schedules and revisions will be approved by the CO or their designee. The Contractor shall ensure that staff dedicated to this project have the skills and experience level as described in Contractor’s Proposal.

The Contractor will provide adequate staffing to cover any shifts vacant from illness, vacation, funeral leave, etc.

The Contractor will provide Special Event Coverage (est. 40-60 events per year) reimbursed overtime to the Contractor, if applicable.

The service categories provided by the Contractor in performance of this Contract shall embrace all critical services described in this Contract. All Contractor personnel assigned to this Contract are subject to USHMM review in accordance with the provided level of qualifications.

USHMM shall reserve the right to recommend dismissal of a Contractor’s employee or subcontractor whose performance is detrimental to the satisfactory completion of contractual obligations. In addition, Contractor shall remove Contractor personnel found unacceptable by USHMM at any time after notification by USHMM. The CO shall deliver such notification in writing to the Contractor.

C.4.1.1.1 Contractor Key Personnel

Project Manager

The Contractor shall designate a Contract Project Manager in writing and provide the name and contact information to the CO. The Contract Project Manager is considered essential to the work being performed under this Contract. Before removing, replacing, or diverting the Contract Project Manager, the Contractor shall (1) notify the CO two weeks in advance and (2) submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on this Contract.

The Contract Project Manager shall possess at least five years of recent (within the past seven years) experience in the management and supervision of building mechanical operations and maintenance for buildings of the approximate size, complexity, and characteristics of the buildings to be covered by this Contract. A detailed resume shall be submitted to the CO or their designee for approval prior to the assignment of the project manager to the Contract. Both new and replacement project managers shall meet these qualification standards. Minimally, the resume shall contain:

● The full name of the proposed project manager.

● A detailed description of the proposed project manager’s employment history for the previous five years. The names and addresses of the companies for whom the proposed project manager worked for the past five years, along with the names and telephone numbers of the immediate supervisors.

The Contract Project Manager shall have authority to act for the Contractor on a day-to-day basis. This Contract requires onsite managerial supervision. The Contractor can fulfill this requirement by having the Contract Project Manager located onsite or having a designated onsite working Supervisor or Team Lead. If the Contractor decides that the requirement is to be filled with an onsite supervisor, the above requirements for Contract Project Manager shall be the same.

C.4.1.1.2 Replacement of Contract Personnel

During the first ninety (90) calendar days of the contract performance period, no personnel substitutions shall be permitted except in the case of the incumbent's sudden illness, death or termination of employment. In any of these events, the Contractor shall promptly notify the

Contracting Officer’s Representative (COR). After the initial ninety (90) day period the Contractor shall submit all proposed substitutions to the COR, in writing, at least thirty (30) days in advance of any proposed substitution.

Any request for substitution must include a detailed explanation of the circumstances necessitating the proposed substitution, a resume for the proposed substitute, and any other information requested by the Contracting Officer. Any proposed substitute must have qualifications equal to or superior to the qualifications of the incumbent. The Contracting Officer or his/her authorized representative will evaluate such requests and promptly notify the Contractor of his/her approval or disapproval thereof.

In the event that any of the identified key personnel cease to perform under the contract and the substitute is disapproved, the contract may be immediately terminated in accordance with the termination clause of the contract.

C.4.1.1.3 Wage Determination

Offerors should independently confirm these rates are actually sufficient to attract qualified employees in the Washington DC area. The incumbent contractor's workforce is subject to a ratified collective bargaining agreement with the International Union of Operating Engineers, Local 99 and IBEW Local 26. These collective bargaining agreements are attached.

C.4.1.2 Minimum Staffing Requirements

C.4.1.2.1 Museum campus

● One Operator/Repairer Engineer must be onsite and on duty (or able to respond) at all times.

● A second qualified contractor staff member (able to assist the Operator/Repairer Engineer in the event of an emergency) must be onsite when the Museum is open to the public or during an event outside of normal Museum hours.

○ The Museum is currently open to the public every day from 10am to 5:30pm;

○ The Museum may have extended hours from March 1 through June 30 each year where the Museum remains open until 6:30pm;

○ The Museum hosts 40-60 special events each year where guests are in the

Museum from 5:30pm to 9:00pm.

● Base requirement: One Electrician Monday - Friday 6am - 2:30pm (proposed variants will be considered). The Electrician will be based at the Museum but shall be required to perform work in all Museum facilities.

● Option: Second Electrician Monday - Friday 6am - 2:30pm (proposed variants will be considered). The Electrician will be based at the Museum but shall be required to perform work in all Museum facilities.

C.4.1.2.2 Shapell Center

● One Operator/Repairer Engineer must be onsite and on duty (or able to respond) at all times.

C.4.1.3 Minimum Staffing Qualifications

C.4.1.3.1 Operating/Repairing Engineers

Operating/Repairing Engineers operate, repair, inspect, service, troubleshoot and maintain building HVAC-R systems. Operating/Repairing Engineers shall be available to work shifts, including weekends, and shall be available on an emergency basis. Since it is important to staff this position with individuals who will become familiar with the complex climate control equipment and programs of the Museum and its facilities, the Museum requires that this position be filled by individuals who shall work full-time for the Contractor, unless otherwise agreed to by the COR. The Museum shall reserve the right to disapprove/approve candidates supplied by the Contractor for this position based on whether the candidate meets the requirements set forth herein.

Operating/Repairing Engineers shall possess a minimum of a D.C. Class lll stationary operating engineers’ license and at least 5 years of recent (within the past 7 years) experience in the operation and maintenance of equipment and systems comparable in complexity to systems covered by this contract. All Operating/Repairing Engineers shall possess all required registrations, certifications, and licenses required by State and local jurisdictions, and any specific requirements noted below. The Contractor shall provide to the CO documentation of the certificates of training, licenses, and permits for all new employees not later than 7 days prior to that person beginning work under the terms of this contract.

The Contractor shall ensure that all certificates of training, licenses, permits, and bonds are current and valid. Documentation and proof of any required certifications (e.g., including certification number and expiration date) and qualifications for each employee must be maintained and a copy submitted to the COR.

Operating Engineers must provide a satisfactory means for contact after normal working hours, must be able to lift/move heavy objects (50 pounds), climb vertical ladders, work at heights (50 feet), operate fork lifts and other lifts, distinguish colors and be proficient in the use of common hand and power tools. The Engineer shall demonstrate a good working knowledge of HVAC, plumbing, fire alarm, and electrical skills and have good spoken and written communication skills. Individuals shall be required to work with in-house Museum staff on routine and emergency activities.

C.4.1.3.2 Electricians

Electricians operate, repair, inspect, service, troubleshoot and maintain building electrical systems. Electricians shall be available to work overtime for special projects or events and shall be available on an emergency basis. Since it is important to staff this position with an individual who will become familiar with the electrical equipment and programs of the Museum, the Museum requires that this position be filled by an individual who shall work full-time for the Contractor at the Museum campus (but shall be required to perform occasional work at all Museum facilities), unless otherwise agreed to by the COR. The Museum shall reserve the right to disapprove/approve candidates supplied by the Contractor for this position based on whether the candidate meets the requirements set forth herein.

Electricians must provide a satisfactory means for contact after normal working hours, must be able to lift/move heavy objects (50 pounds), climb vertical ladders, work at heights (50 feet), operate fork lifts and other lifts distinguish colors and be proficient in the use of common hand and power tools. The Electrician shall demonstrate a good working knowledge of HVAC, plumbing, fire alarm, and electrical skills and have good spoken and written communication skills. Individuals shall be required to work with in-house Museum staff on routine and emergency activities.

Electricians shall possess a minimum of a Journeyman's card for at least 5 years of recent (within the past 7 years) experience in the maintenance and repair of equipment and systems comparable in complexity to systems covered by this contract. All Electricians shall possess all required registrations, certifications, and licenses required by State and local jurisdictions, and any specific requirements noted below. The Contractor shall provide to the CO documentation of the certificates of training, licenses, and permits for all new employees not later than 7 days prior to that person beginning work under the terms of this contract.

The Contractor shall ensure that all certificates of training, licenses, permits, and bonds are current and valid. Documentation and proof of any required certifications (e.g., including certification number and expiration date) and qualifications for each employee must be maintained and a copy submitted to the COR.

C.4.1.3.3 Maintenance Mechanic

Maintenance Mechanics assist in repairing, inspecting, servicing, troubleshooting and maintaining building HVAC and electrical systems. They also repair, inspect, service, troubleshoot and maintain building plumbing systems. They also perform minor carpentry tasks.

Maintenance Mechanics shall be available to work overtime for special projects or events and shall be available on an emergency basis. Since it is important to staff this position with an individual who will become familiar with the equipment and programs of the Museum, the Museum requires that this position be filled by an individual who shall work full-time for the Contractor at Museum facilities, unless otherwise agreed to by the COR. The Museum shall reserve the right to disapprove/approve candidates supplied by the Contractor for this position based on whether the candidate meets the requirements set forth herein.

Maintenance Mechanics shall possess at least 5 years of recent (within the past 7 years) experience in the maintenance and repair of equipment and systems comparable in complexity to systems covered by this contract. All Maintenance Mechanics shall possess all required registrations, certifications, and licenses required by State and local jurisdictions, and any specific requirements noted below. The Contractor shall provide to the CO documentation of the certificates of training, licenses, and permits for all new employees not later than 7 days prior to that person beginning work under the terms of this contract.

The Contractor shall ensure that all certificates of training, licenses, permits, and bonds are current and valid. Documentation and proof of any required certifications (e.g., including certification number and expiration date) and qualifications for each employee must be maintained and a copy submitted to the COR.

Maintenance Mechanics must provide a satisfactory means for contact after normal working hours, must be able to lift/move heavy objects (50 pounds), climb vertical ladders, operate fork lifts and other lifts, work at heights (50 feet), distinguish colors and be proficient in the use of common hand and power tools. The Maintenance Mechanic shall demonstrate a good working knowledge of HVAC, plumbing, fire alarm and electrical skills and have good oral and written communication skills. Individuals shall be required to work with in-house Museum staff on routine and emergency activities.

C.4.1.3.4 Facility Logistics Coordinator (Option)

The Facility Logistics Coordinator manages the CMMS work order system, entering service requests, and data entry for closing out preventive maintenance work orders and service requests for all Museum facilities, and runs reports from the work order system as needed. The Facility Logistics Coordinator receives non-Collections deliveries at the Shapell Center and delivers the items to recipients. This position also assists with Collections-related deliveries as requested by the Director of Operations or Collections staff. Must be able to operate a forklift;

They also manage Operations warehouse inventory at the Shapell Center (furniture, building supplies, office supplies and are responsible for maintaining inventory, properly storing items, and pulling items for use as requested. They assist with property disposal process including receiving deliveries of property from Museum campus, inventorying property for excess and reporting to the Manager of Support Services, applying excess inventory tags, and assisting with USDA pick ups at the Shapell Center. The Facility Logistics coordinator handles furniture set ups for special events including town hall meetings and mission trips (generally 1-2 month).

They provide facilities management oversight for Shapell Center, inspecting facilities and reporting issues to the appropriate COR and inspect conference, meeting, and hotel spaces to ensure they are appropriately stocked with supplies and furniture in place and in working order.

Serve as an escort for service contractors as needed. Since it is important to staff this position with an individual who will become familiar with the facilities and programs of the Museum, the Museum requires that this position be filled by an individual who shall work full-time for the Contractor at Museum facilities, unless otherwise agreed to by the COR. The Museum shall reserve the right to disapprove/approve candidates supplied by the Contractor for this position based on whether the candidate meets the requirements set forth herein.

The Facility Logistics Coordinator shall possess commensurate experience to perform the duties of the position. They shall possess all required registrations, certifications, and licenses required by State and local jurisdictions, and any specific requirements noted below. The Contractor shall provide to the CO documentation of the certificates of training, licenses, and permits for all new employees not later than 7 days prior to that person beginning work under the terms of this contract.

The Contractor shall ensure that all certificates of training, licenses, permits, and bonds are current and valid. Documentation and proof of any required certifications (e.g., including certification number and expiration date) and qualifications for each employee must be maintained and a copy submitted to the COR.

Facility Logistics Coordinators must be able to lift/move heavy objects (50 pounds), climb vertical ladders, operate fork lifts and other lift equipment, distinguish colors and be proficient in the use of common hand and power tools. They shall demonstrate a good working knowledge of facilities management in order to manage service requests and have good oral and written communication skills. Individuals shall be required to work with in-house Museum staff on routine and emergency activities.

C.4.1.3.5 Offerors are responsible for proposing a staffing plan that meets these minimum requirements and fulfills the requirements for this Performance Work Statement. Offerors may propose other positions and shall include minimum qualifications for these positions in their proposal.

C.4.1.4 Employee Training

The Contractor shall submit a training program to ensure Contractor personnel have the experience, knowledge, skills, and abilities to perform the work required by this Contract. The Contractor shall document training and provide documentation to the CO or designee.

Contractor shall cross train contractor personnel on operating and maintaining all USHMM facilities to ensure any emergency or coverage will be handled efficiently and in a timely manner.

C.4.1.5 Appearance

Contractor personnel shall present a neat appearance and be easily recognized. This shall be accomplished by wearing uniforms bearing the name of the company. Uniforms shall be regularly laundered, consistent,and maintained presentable to during all working hours.

C.4.1.6 Standards of Conduct

The Contractor shall be responsible for maintaining satisfactory standards of employee competency, conduct, appearance, and integrity and shall be responsible for taking disciplinary or other personnel actions, including reasonable accommodation actions, with respect to its personnel, as necessary. Each Contractor personnel member must adhere to standards of behavior that reflect favorably on his or her employer, the Museum, and the Federal Government. Smoking is only allowed in designated areas on the property and no smoking is allowed within the facilities.

C.4.1.7 Recording Presence

Each Contract personnel member shall sign in on email when arriving daily and follow card access requirements as directed by the CO or designee.

C.4.1.8 Credentials and Identification

Contractor personnel with credentials shall be required to comply with all access security screening procedures applicable to Government or other personnel possessing similar credentials. All Contractor personnel possessing credentials shall visibly display their credentials at all times while in the building(s) where work is being performed.

The Contractor shall be responsible for ensuring that all identification credentials are returned to the CO or designee whenever its employees leave the Contract (i.e., when the Contract has been completed, personnel leave the company, or personnel are dismissed or terminated). The Contractor shall notify the CO or designee whenever employee badges are lost.

C.4.1.9 Escorting

Temporary contract personnel who do not yet have favorable final suitability determinations and need to work in non-public federally-controlled space must be escorted. All uncleared contract personnel shall be escorted in non-public space by a Government employee or another responsible cleared contract employee who is approved by the CO or designee. Government employees or approved cleared contract employees who provide escorts for uncleared contract employees shall always be within eyesight of the uncleared contract personnel. The Contract Government escort shall watch uncleared personnel and remain with uncleared contract personnel for the entire time they are in non-public federally controlled space.

C.4.2 Communication Equipment

The Contractor shall provide key operational personnel with portable electronic means to communicate with USHMM for all work covered under this Contract (Work Orders, emergencies, status of projects). Outside of normal working hours, the Contractor shall maintain some designated form of communication with on-call staff to allow the CO or their designee to contact such on-call staff at any time for emergency response.

Electronic communication methods are the following:

● Phone/Emails/Text messaging smartphone or tablet devices. The Contractor is responsible for all initial and monthly costs associated with the device(s). This shall allow for mobile access to USHMM email and Building Automation Systems (BAS) alarms.

● Computers --The Museum will provide access to Museum network computers for contractor staff to access email, work orders, etc.

● Two-Way radios -- The Museum will provide two-way radios for use by the Contractor’s on-duty staff. The Contractor is responsible for ensuring that contractor’s staff carry their radios while on the duty.

C.4.3 Computerized Maintenance Management System (CMMS)

The CMMS is a database and application software package that automates the Operations and Maintenance and repairs record keeping requirements. A CMMS is designed to enhance efficiency and effectiveness of maintenance activities. Typical features include planning, scheduling, and monitoring of preventive maintenance, work orders and demand maintenance needs.

The Contractor will provide, develop, and maintain a CMMS database for Work Order/Service Call tracking and Preventive Maintenance Orders. The Contractor shall use the CMMS for the capture of all work performed by the contractor at all facilities covered by this Contract. The USHMM will own and retain all data provided by the Contractor in the CMMS.

The Contractor shall provide all software and licenses (including for Government staff) to support and maintain an automated database of building maintenance and repair activities using a CMMS. The contractor shall use the CMMS to identify, control, track, and schedule preventive maintenance work, service requests, and equipment inventory. The contractor shall track historical maintenance and repair activities for each work order received during the performance of the contract. The Contractor must provide training to all Contractor and Government Personnel who will use the CMMS system.

The Contractor shall maintain copies of all tests, certifications, permits and other required records on file in the onsite office. In addition, all required safety and environmental tests;

certifications, permits, and other procedures required in this document shall be scheduled and documented in the CMMS work order system. The data in the CMMS and other records remain the property of the Museum.

C.4.4 Quality Control

A Quality Control Program (QCP) shall be developed and implemented by the Contractor. The Contractor’s QCP shall ensure Contract compliance, and act to ensure that potential problems with building services, equipment, and systems are identified, documented, and resolved prior to failure. In the event the Government Quality Assurance Program identifies deficiencies the Contractor shall implement progressively responsive quality control measures commensurate with the severity of the Government's deficiencies. Deficiencies identified by the QCP or QASP shall be recorded and corrected.

C.4.4.1 Quality Control Plan

The “Quality Control Plan” (QC plan) is the Contractor’s complete written system for identifying and correcting deficiencies in the quality of services. Preparation of the QC plan is the responsibility of the Contractor and a sample is due with the Contractor’s proposal. The QC plan, revisions or updates shall be submitted for approval by the CO or designee. A review of the QC Plan can be initiated by direction of the CO or designee.

C.4.4.1.1 Quality Control Plan Contents

The QC plan shall detail the Contractor’s methods, frequencies, documentation, and remedies for ensuring that work performed is of the highest quality. It shall describe procedures for correcting problems and addressing quality assurance findings by the Government. The Contractor shall further customize the QC plan to meet facility specific conditions, describing the Contractor’s overall approach, response to service calls and preventive maintenance/inspection schedules, and roles and responsibilities as it relates to quality control.

Inspection Program

The Contractor shall develop an inspection program that ensures a safe and efficient level of operation of all equipment and services required in this PWS. It shall specify the areas to be inspected on a scheduled or unscheduled basis, how frequent inspections shall be accomplished, and the title of the individual(s) who shall perform the inspections. The inspection program shall provide for a written record of inspections and results. The inspection program plan shall be planned, scheduled, tracked, and reported. The Contractor’s proposed inspection program should be included in the Contractor’s proposal.

Methods

As part of the inspection program, the Contractor shall identify its methods for identifying and preventing deficiencies in the quality of service performed before the level of performance becomes unacceptable.

C.4.4.2 Quality Assurance

USHMM’s role in quality assurance is to ensure that the Contractor is achieving the quality levels established in the operation and maintenance services contract and focuses on the Contractors’ QC plan. USHMM periodically validates the execution of the Contractor's QCP by reviewing such areas as the Contractor's inspection forms, service request logs, and the timeliness of corrective actions.

As part of the Government’s quality assurance program, the Government may:

1. Review and, if warranted, reject any reports or other submittals required from the

Contractor.

2. Review performance and service records, including monthly progress reports, BAS data, CMMS data, and any computerized or hard copy records maintained by the Contractor documenting performance under this Contract, and require correction of any unsatisfactory conditions noted.

3. Determine the adequacy of the Contractor’s QCP and documentation and the overall success of this program. The Government shall order improvements, if it determines the program is insufficient or ineffective.

4. Obtain CMMS survey information and require improvements in service on the basis of such information to the extent such results correlate with deficiencies in Contract requirements. Conduct physical inspections of work performed under this contract and require correction of deficiencies noted.

5. Perform inspections with Government personnel or independent third party inspectors.

Government Monitoring

The Government shall inspect the Contractor’s performance using a quality assurance program (QASP) through random inspections, scheduled inspections, or any other method of inspection by the COR or designee that the Government determines reflects the actual performance of this Contract. Contractor performance shall be evaluated on the basis of the performance success or deficiencies, success or failure in meeting contract requirements, and the Contractor’s record of correcting deficiencies when noted. While corrective actions shall be noted, a record of significant performance deficiencies shall lead to a performance evaluation that is less than satisfactory even if the Contractor takes corrective action. The Contractor shall meet with the CO or designee and other Government representatives, at the discretion of the CO or designee, to review Contract performance.

The Contractor shall submit a proposed Quality Assurance Surveillance Plan as part of their proposal. The Government will review the proposed plan and work with the Contractor in finalizing the plan.

Contracting Officer's Representative (COR)

Contracting Officer's Representatives shall be appointed to monitor Contractor performance, and they have the right to inspect and accept or reject defective services. The name and telephone number of each COR under the Contract shall be furnished to the Contractor in writing by the CO.

Performance Evaluations

Contractor performance shall be evaluated on the basis of the performance success or deficiencies, success or failure in meeting contract requirements, and the Contractor’s record of correcting deficiencies when noted. A mutual good faith effort shall be made by all parties to resolve all issues. USHMM uses the Contractor Performance Assessment Reporting System (CPARS) to evaluate the Contractor's performance. Evaluations are generally conducted annually on or about the anniversary date of the Contract and also at the end of the Contract period, but may be conducted more frequently if CO or designee determines it is needed.

C.4.4.3 Workmanship and Material Standards

All work performed under this Contract shall meet the standards specified herein, and shall be accomplished in accordance with approved and accepted standards of the; (1) industry, (2) equipment manufacturer, (3) applicable federal and local standards and codes, (4) applicable building and safety codes and (5) building specifications, including, but not limited to, American Society of Mechanical Engineering (ASME), National Fire Protection Association (NFPA) and the National Electrical Code (NEC).

When the Contractor completes maintenance work on a system included in this contract, the system shall be free of missing components or defects which would prevent it from functioning as originally intended and/or designed. Corrective or repair/replacement work shall be carried to completion, including operational checks and cleanup of the work site. Except where noted otherwise, replacement components and systems shall match existing in dimensions, finish, color, and design.

All tools, replacement parts, and expendable material shall be provided by the Museum.

During and at the completion of work, debris shall not be allowed to spread unnecessarily into adjacent areas nor accumulate in the work area itself. All such debris, excess material, and parts shall be cleaned up at the completion of the job and/or at the end of each day work is in progress, whichever is sooner.

Any discrepancies between this SOW and actual project conditions shall be reported immediately to the COR.

C.4.4.4 Compliance with Federal, State, and Local Codes

The Contractor shall comply with all applicable Federal, State and Local laws, regulations and codes, including any safety requirements established by the Occupational Safety and Health Act (OSHA). The Contractor is responsible for determining which requirements are applicable, and complying appropriately.

As an independent establishment of the Federal Government, USHMM is not subject to compliance with local codes. However, USHMM has a policy of voluntary conformity to appropriate state and local code requirements even when permission or approvals from local regulators are not required; the Contractor shall ask the advice of the COR when such issues arise.

C.5 Building Operating Plan

The contractor shall prepare (or review and revise where applicable) and submit for approval to the CO or designee, a Building Operating Plan, no later than the end of the transition phase. A building operating plan outlines their operating and general maintenance procedures for all major building equipment and systems. The purpose of the building operating plan is to be a standalone document that is the vehicle for the Contractor to document their plan for operating and maintaining the building.The Contractor shall annually review and update the building operating plan and submit an electronic file (MS Word or other mutually agreed upon format) on the anniversary of the Contract start date each Contract year.

The Building Operating Plan may be based on, modified or derived from an existing building operation plan and/or other existing documents. Deficiencies in an existing plan or document do not allow for deficiencies in the revised plan to be submitted for Government review and acceptance.

C.5.1 Components of the Building Operating Plan (BOP)

The components of the BOP are not additional requirements but a compilation of requirements stated throughout the SOW. Some of the information/documents will be provided by the COR or designee to complete this plan.

The building operating plan will include:

1. Contact information;

2. Description of staffing, responsibilities, and work schedule;

3. Standard operating procedures for operating building systems, to include at a minimum:

a. Startup and shutdown times and procedures relative to various environmental conditions;

b. Descriptions of major mechanical equipment and sequences of operations for equipment systems such as schedules, settings, start-ups, shutdowns, control sequences, etc.;

c. Locations of all major utility shut offs, including gas, electric, and water;

d. Locations of all electric rooms and a narrative of the areas served by each to include emergency generators, substations, and transformers, equipment that is on the emergency generator;

e. architectural and structural systems maintenance (facade, roof, gutters, drains, windows);

f. Tour and watch locations, sign in and documentation procedures;

g. Maintenance schedules, procedures, and a reference to which preventive or predictive maintenance standards or guides the contractor will use

i. Include which inspections, testing or maintenance shall be performed ion applicable fire protection and life safety systems each week, month, quarter, etc.

h. List of test equipment to be maintained onsite to support troubleshooting, etc.

i. List of third party contractors, their responsibilities, and contact procedures and information;

j. Safety, Security, and Emergency Response, Recovery and Reporting

Requirements Reference location or incorporate contingency plans for:

i. Loss of Contractor’s onsite personnel (ie, strike, walkout, injury, abrupt resignation)

ii. Civil disturbance or major security threat;

iii. Natural disasters, bombing or other event that damages the building’s structure;

iv. Flood, including floods caused by plumbing…