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PERFORMANCE WORK STATEMENT (PWS)

FOR

HEATING, VENTILATION, & AIR CONDITIONING (HVAC)

RECOMMISSIONING & ENERGY OPTIMIZATION SERVICES

Air Force Civil Engineer Center (AFCEC), Tyndall AFB, Florida

Operations Directorate, Field Support Division (AFCEC/COMR)

Civil Engineer Maintenance, Inspection & Repair Team (CEMIRT)

Continental United States (CONUS), Alaska and Hawaii

(21 November 2019)

1.0. Introduction. In-accordance-with (IAW) the Energy Policy Act of 2005, the Energy

Independence and Security Act of 2007, and Presidential Executive Order (EO) 13834 the

Air Force (AF) shall troubleshoot, perform diagnostics, and accomplish recommissioning and minor repairs of HVAC systems at selected AFB facilities throughout the Continental

United States (CONUS), Alaska and Hawaii. AFCEC/COMR, located at Tyndall AFB, FL, has been selected to lead the AF with successfully accomplishing this tasking. The objective of this effort is to enable long term energy consumption reduction (2.5% over 10 years based on a 2015 baseline. To successfully achieve compliance with the directives noted above, the AF requires procurement of commercially contracted HVAC labor and technical services support. The contract vehicle shall be a Single-Award, Indefinite-

Delivery Indefinite-Quantity (IDIQ), Requirements type, firm-fixed-price (FFP) contract written IAW FAR 16.5. Individual task orders (TOs) shall be centrally awarded by

AFCEC/COMR and the 772’d Enterprise Sourcing Squadron (772 ESS/PKD) upon receipt of an individual requirements package and funding from AFCEC/COMR or any other authorized source.

2.0. Description of Services. The Contractor shall provide all personnel, equipment, supplies, transportation, travel, shipping, tools, materials, supervision, and other items required to perform HVAC Recommissioning and Energy Optimization Services for the

Government. The Contractor shall possess the required skills and experience needed to provide technical support, minor repairs, and HVAC recommissioning, in support of base-level Civil Engineers (CE) at various CONUS AFB facilities, to include Alaska and

Hawaii. The Contractor shall travel to the AFBs and facilities identified in each awarded

TO; and provide analysis, design reviews, modifications, evaluations, minor repairs, and test and balance (TAB) of facility HVAC systems. Additionally, the Contractor shall provide recommendations to the Government to resolve existing temperature, humidity, pressurization, energy waste and indoor air quality issues for mechanical and HVAC and control systems. Installation facility types may include administrative, industrial, medical, dining, aircraft hangars, fire stations, vehicle maintenance and composite facilities typical of a military installation.

2.1. Recommissioning and TAB Procedures. The Contractor shall follow procedures in

IAW with the Unified Facility Guide Specifications (UFGS) 23 08, “Commissioning of

HVAC Systems,” and UFGS 23 05 93, “Testing, Adjusting and Balancing for HVAC.”

The Contractor shall be familiar with the Department of Energy (DoE), Federal Energy

Management Program (FEMP) resources, guidelines, energy estimating methods and standards. Additionally, the Contractor shall be familiar with Department of Defense

Instructions (DoDI), Federal Energy Policy documents, and EOs pertaining to energy use reduction, conservation, and "Greening the Government.”

2.2. Recommissioning Services. The Contractor shall perform recommissioning services

IAW the UFGS guidance previously noted in paragraphs 2.1. & 10.0. of this PWS.

Recommissioned HVAC systems shall be fully operational upon completion, unless a major HVAC system component is deemed unrepairable by the Contractor, and validated by the Government CER and COR. Recommissioning services include:

a). Analysis of existing HVAC system operating and energy usage parameters.

b). Maintenance and minor “in-scope” repairs of HVAC system components, as determined by the Government. Such maintenance and minor repairs shall ensure restoration of system to original design parameters and efficiency, with minor adjustments as necessary to account for changes in occupancy and/or heat load.

c). TAB of air and hydronic systems and calibration/verification of control systems.

d) Modification of control system set points, setbacks, and scheduling as necessary to conform to published guidance.

e) Verification of performance improvement and assessment of energy optimization/reduction achieved.

2.3. In-Scope Repairs. Repairs within the scope of this contract include purchasing and installing minor components directly related to the recommissioning effort. Related items such as sensors, thermostats, motor sheaves, belts, variable air volume terminal units and associated components, dampers/damper actuators, etc., are considered minor “in-scope” repairs. In-scope repairs within any single facility are limited to a maximum of $10,000.

All materials/parts shall be approved by the COR and CO prior to purchase. (Reference -

PWS Appendix-3, Typical Acceptable Repairable/Replaceable HVAC Items and

Appendix-4, Request to Purchase Materials).

2.4. Unauthorized Major Repairs. Examples of unauthorized, “out-of-scope,” major repairs include replacement of water and steam piping, chillers, boilers, cooling towers, air handler units, and any other repair determined “out-of-scope” by the COR & CO.

2.5. Disputes. The AFCEC/COMR COR and/or 772 ESS/PKD CO shall be contacted by the Contractor immediately to report unexpected Government delays, or Contractor driven delays affecting the performance of scheduled work. Any misunderstandings or conflicts between Contractor employees and Governmental personnel at an AFB receiving HVAC recommissioning services, shall be reported to the COR and/or CO immediately to achieve resolution.

2.6. Tools and Equipment. The Contractor shall provide information on all tools and equipment required to perform all tasks specified within the terms of this contract. A list of specialized test equipment required for measuring air (flow hoods), water

(manometers), temperature, humidity and other HVAC system functions shall be validated and approved by the COR prior to work commencing on the first building as identified in first TO. The following information shall be provided to the Government: Make, Model, Serial Number and Calibration date for each piece of equipment. This information shall be provided to the COR within 10 days after contract award.

2.7. Key Personnel. Key Personnel for this requirement include the Contract Manager

(CM) and any Contract Management Support (CMS) personnel whose primary duty location is located on Tyndall AFB as determined by AFCEC leadership.

a). The Contractor shall identify key personnel whose Knowledge, Skills, and Abilities

(KSAs) meet the qualification requirements identified in PWS Appendix-1.

b). The Contractor shall make every effort to notify the CO and COR of any proposed changes to Key Personnel 30 days in advance. The Government reserves the right to approve/disapprove proposed changes/replacements of Key Personnel based on the proposed Key Personnel’s KSA’s as identified in PWS Appendix-1.

2.7.1. Contract Management Support (CMS). The Contractor shall provide a Contract

Manager (CM) who shall be responsible for coordination and performance of work identified within the scope of this PWS and subsequent TO’s. In the event that the CM is absent or unavailable, the Contractor shall provide an alternate(s) to fulfill the CM’s responsibilities. This/these individual(s) shall be designated in writing by the Contractor and submitted to the COR and CO within 10 days from TO award. Changes to CMS personnel shall be submitted to the COR and CO as soon as personnel changes occur.

2.8. CE Representative (CER). The Contractor shall communicate with servicing AFB

CER responsible for facility maintenance, HVAC and/or Energy Management and

Controls Systems (EMCS) on their respective installation. The CER shall brief the

Contractor on the location of facilities, obtain required building prints, and assist

Contractor with any other documentation necessary to make proper assessments of the systems. AFCEC/COMR shall include the name and contact information of each AFB

CER as part of each TO requirement package submitted to 772 ESS/PKD.

3.0. Services Summary. The service requirements summarized below are the critical performance objectives that relate directly to mission essential items. The performance thresholds referenced in the table briefly describes the minimum acceptable levels of service required for each service requirement. The performance thresholds established for each of the performance objectives are the number of defects permitted before the COR notifies the contracting officer in accordance with FAR 52.246-4, Inspection of Services -

Fixed Price.

The legend of performance thresholds are S = Satisfactory and U = Unsatisfactory.

TABLE-1 Services Summary

PWS

PARA

PERFORMANCE

OBJECTIVE (PO)

PERFORMANCE

THRESHOLD

SURVEILLANCE

METHOD

5.4

PO-1. Contractor made contact with base CER 15 calendar days prior to arrival to schedule and plan base visits with minimal negative customer feedback.

Acceptable (A)

Less than two (2) substantiated customer complaints.

Customer feedback substantiated by

AFCEC/COMR

COR.

Unacceptable (U)

More than two (2) customer substantiated customer complaints.

5.4 PO-2. Contractor performed

required in-briefs and out-briefs with minimal negative customer

A: Less than two (2) substantiated customer complaints.

Customer feedback substantiated by

AFCEC/COMR

feedback. U: More than two (2) customer substantiated customer complaints.

COR

2.3 PO-3. Contractor coordinates

approval from Government

COR and CO prior to purchasing materials to make repairs.

A: All approvals coordinated by Contractor and approved by Government.

100% Surveillance

U: All approvals not coordinated by Contractor and/or not approved by

Government.

4.0. Government Furnished Facilities and Services. The Government will furnish or make available working space, network access, and equipment for the CM to include:

• Windows PC with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Visio, Microsoft Project, etc.)

• Telephone (local and long distance calls authorized as dictated by contract performance requirements)

• Copier

• Printer

5.0. Contract Deliverables. The subsequent paragraphs and Table-3 summarize the contract requirements for submission of deliverables from the Contractor to the

Government.

5.1. Receipt of Deliverables. All “days” noted this PWS are calendar days; to include

Saturdays, Sundays, Federal holidays, and Installation Down (Family) Days. If the deliverable due date falls on a Saturday, Sunday, Federal holiday, or Installation Down

(Family) Day, the Contractor shall submit the deliverable to the Government on the next business day. The Contractor should assume 15 days for receipt of Government comments for review of draft deliverables. If necessary, teleconference review will be scheduled no sooner than 7-days following receipt of the draft deliverables. Draft briefs and reports shall be submitted electronically (e-mail) in MS Word (*.docx) and Final Version in PDF

(*.pptx). Final versions will be sent back to the Contractor for electronic signature prior to sending out to the AF customer.

NOTE: Email Correspondence – Subject line shall include TO and CDRL numbers on ALL emails.

5.2. Quality Control Plan (QCP). The Contractor shall provide and maintain a QCP that contains, as a minimum, the items listed below to the COR and CO for acceptance no later than 15 calendar days after main IDIQ contract award. The COR will notify the

Contractor of acceptance or required modifications to the plan. (CDRL A001)

The QCP shall include the following minimum requirements:

a). A description of the recommissioning process to cover all major services and deliverables. The description shall include specifics as to the areas to be inspected on both a scheduled and unscheduled basis, frequency of inspections, and the title of inspectors.

b). A description of the methods to be used for identifying and preventing defects in the quality of service performed.

c). A description of the records to be kept to document recommissioning’s and corrective or preventative actions taken.

d). All records of recommissioning’s performed shall be retained and made available to the Government upon request throughout the performance period, and for the period after completion, until final settlement of any claims under this contract.

5.3. Work Progress Schedule. Upon award of a TO, the Contractor shall develop a progress schedule which coincides with the period of performance (PoP) established in the awarded TO. The progress schedule shall include mobilization, in-brief, HVAC recommissioning timeframe, out-brief, trip report, and any other pertinent information which may affect the completion of work and timeframe allocated in the TO award. The progress schedule shall be submitted to the COR for approval within 10 calendar days from TO award. (CDRL A002)

5.4. In-Brief and Out-Brief. Upon award of a TO and concurrence from the COR of an approved progress schedule, a member of the Contractor’s CMS team shall travel to each

AFB location for the first and last week of the recommissioning effort. During this period, the CMS representative shall accomplish and document an in-brief and out-brief with base

CERs. This deliverable shall be submitted to AFCEC/COMR within 15 calendar days following completion work at a specified installation. (CDRL A003)

5.5. Trip Report. The Contractor shall accomplish a final trip report, to include a cover letter, documented data on the HVAC system to determine as found/as left energy intensities, recommended improvements, and the completed energy data spreadsheet which provides the information listed in Table-2 below. This deliverable shall be submitted to AFCEC/COMR within 15 calendar days following completion work at a specified installation. (CDRL A003)

TABLE-2, Trip Report/Energy Data Information

5.6. Monthly Status Report (MSR). The Contractor shall accomplish a MSR detailing the work accomplished on each TO until completion and acceptance by the Government.

Installation name Facility number

Facility use (Fire Station, etc.) Facility type (admin, warehouse, etc.)

Base Electric Rate ($/kWh) Bldg. Electric Intensity (kWh/SF)

Annual Electric Cost Base Gas Rate ($/MMBTU)

Base Gas Intensity (MMBTU/SF) Annual Gas Cost

Nominal Bldg. Area (SF) Expected 1st Year Net Savings (%)

Recommissioning Cost O & M Cost

Total Cost Savings to Investment Ratio (SIR)

Simple Payback (years) Life Cycle NPV (Net Present Value)

Expected 1st Year Net Savings (%) Return on Investment (ROI)

Estimated Savings from Commissioning 4-year Life Cycle Cost Analysis

The report shall provide status of work completion in relation to the progress schedule, action items, limitation factors, and other discussion of major issues. This deliverable shall be submitted within 10 calendar days following last day of the work month. (CDRL A004)

TABLE 3: Deliverable Summary

6.0. General Information.

6.1. Local AFB Regulations. Contract personnel shall be cognizant of, and comply with the regulations and policies of each AFB installation to include fire, traffic, safety and security policies and regulations. Personnel shall not enter restricted areas on an AFB unless required to do so, and only upon prior approval from the host installation. Items such as identification badges, vehicle passes and/or entry permits, and facility escorts shall be coordinated by the CMS with the COR and applicable AFB CER. Prior to mobilization to each AFB location, the Contractor shall obtain facility entry requirements and acquire information on any local exercises or base events which could cause a work delay. The

Contractor shall provide the local CER the following information at least 15 calendar days prior to arrival at a designated AFB: 1) Names of all contract personnel to be working at location; 2) Citizenship, State of birth for United States citizens; and 3) A valid driver’s license, vehicle insurance, and vehicle registration.

6.2. Section 8108 of Public Law 112-10 of the DoD and Full Year Continuing

Appropriations Act, 2011.

a). The Contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract via a

DELIVERABLE DUE DATE CDRL

Quality Control Plan (QCP)

The Contractor shall accomplish a one (1) time Quality Control Plan

(QCP) submission IAW PWS paragraph 5.2.

The plan is due within 15 calendar days following award of main IDIQ contract award.

CDRL

A001

Work Progress Schedule

The Contractor shall submit Work

Progress Schedule, IAW PWS paragraph 5.3.

Each schedule is due within 10 calendar days following award of a task order (TO).

CDRL

A002

In-Brief, Out-Brief, and Trip Report

The Contractor shall submit an in-brief, out-brief, and trip report IAW

PWS paragraph 5.4., 5.5., and

Table-2.

Each report is due within 15 calendar days following completion of work on each installation.

CDRL

A003

Monthly Status Report (MSR)

The Contractor shall submit the

MSR IAW PWS paragraph 5.6.

Each report is due within 10 calendar days following last day of the work month.

CDRL

A004 secure data collection site. The Contractor is required to completely fill in all required data fields at http://www.ecmra.mil.

b). Reporting inputs will be for the labor executed during the period of performance for each Government fiscal year (FY), which runs 1 October through 30 September. While inputs may be reported any time during the FY, all data shall be reported no later than

31 October of each calendar year. Contractors may direct questions to the CMRA help desk.

c). Uses and Safeguarding of Information: Information from the secure website is considered to be proprietary in nature when the contract number and contractor identity are associated with the direct labor hours and direct labor dollars. At no time will any data be released to the public with the contractor name and contract number associated with the data.

d). User Manuals: Data for Air Force service requirements must be input at the

Air Force CMRA link. However, user manuals for government personnel and contractors are available at the Army CMRA link at http://www.ecmra.mil.

6.3. Contract Holidays. The following days are contract holidays. Holidays in addition to those reflected in this contract, which are designated by the Government, will be billable provided the assigned Contractor employee was available for performance and was precluded from such performance.

New Year's Day 1 January

Martin Luther King, Jr. Day Third Monday of January

President's Day Third Monday of February

Memorial Day Last Monday in May

Independence Day 4 July

Labor Day First Monday in Sept

Columbus Day Second Monday in October

Veteran's Day 11 November

Thanksgiving Day Fourth Thursday in November

Christmas Day 25 December

6.4. Notification of Requirements. The Contractor shall notify the CO in writing within

24 hours once the Contractor's employee no longer works on an AFCEC project for which he/she had been granted government computer access. Notification is to be made to the

CO & COR at the following address:

772 ESS/PKD, BLDG. 1120

139 Barnes Dr, Suite 1 (AFCEC)

Tyndall AFB, FL 32403-5319

6.5. Government Down Time for Various Authorities including the President, Secretary, Secretary of Defense, Secretary of the Air Force, AFMC/CC, AFCEC/CC and 772 ESS/CC.

a). Base Closures Due to Emergencies. The Installation Commander or delegated http://www.ecmra.mil/ http://www.ecmra.mil/ official may decide to close all or part of the base in response to an unforeseen emergency or similar occurrence. Sample emergencies include, but are not limited to, adverse weather such as; snow or flood, an act of God such as a tornado or earthquake, acts of war, terrorism, computer failures, or a base disaster such as a natural gas leak or fire. Contractor personnel are considered "non-essential" for purposes of any instructions regarding the emergency.

(1) The Contractor shall be officially dismissed upon notification of a base closure IAW with subsequent procedures located in paragraph (b) of this section. The Contractor shall promptly secure all Government furnished property appropriately and evacuate in an expedient but safe manner.

(2) With regard to work under the contract, the Government shall retain the following options:

(i) Government may grant a time extension in each task order delayed by the closure, subject to the availability of funds.

ii). Government may forego the work. The Contractor shall not be paid for services not performed.

iii). Government may reschedule the work on any day satisfactory to both parties.

iv). The Government may, in its discretion, permit the contractor to perform at an off-site location during the period of base closure if meaningful work can be accomplished. The Contractor shall certify to the Government by letter within five (5) business days of returning to work the nature and scope of the work completed off-site. Contractor shall be permitted to bill the

Government at the FFP rates identified in the contract.

(b) Base Closure Notification Procedures.

(1) After an official decision to close a base has been made by the Base

Commander, local television and radio stations will be notified of the closure.

(2) The Contractor is directed to listen or watch one of the local radio or television stations for notification of a base closure. Contractor shall follow instructions for non-essential personnel.

(3) The Contractor is responsible for base closure notification to his/her employees.

(c) Base Closure Due to Non-Emergencies. The Base Commander or delegated official may elect to close all or part of the base for non-emergency reasons such as time-off award, base open house, etc. In the event of a non-emergency base closure, the COR and the

Contractor shall jointly choose a course of action within the following options:

(1) If there is a need for Contractor to perform services during the base closure, a

Government employee shall be present at the duty location. The Contractor shall bill

Government IAW the terms of the contract.

(2) If there is a need for work during the base closure but either a Government employee will not be present or access will not be available, the Contractor may work off-site provided meaningful work may be accomplished. Contractor shall certify to the Government by letter within five (5) business days or returning on-site the nature and scope of the work completed off-site. Contractor shall bill the Government at the labor rates specified in the contract.

(3) If there is no need for the service during the scheduled base closure, the Contractor shall not work on or off-site. Government may grant a time extension in each task order delayed by the closure or equal to the amount of time of the closure, subject to the availability of funds. The Government shall not be liable for time not worked.

6.6. Place of Performance and Hours of Work. The CMS personnel shall be located at the

CEMIRT facility, on Tyndall AFB, FL. This support shall cover normal duty hours of 40 hours per week (0600 to 1630), Monday through Thursday, with exclusion of the federal holidays listed below. Specific locations requiring HVAC Recommissioning and Energy

Optimization Services shall be identified in each TO.

6.7. Pre-performance Meeting. Within 10 calendar days following the contract award date, the Contractor shall meet with the Government to review goals and objectives of this contract and to discuss technical requirements.

6.8. Records/Data. All data and data rights associated with this effort will become property of the U.S. Air Force.

6.9. Multi-Functional Team. The following are members of the Multi-Functional Team for the HVAC Recommissioning and Energy Optimization Services IDIQ. Specific names, address, phone numbers and e-mail addresses shall be identified at the TO level.

Contracting Officer (CO)

772’d Enterprise Sourcing Squadron

139 Barnes Drive, Suite 1, Tyndall AFB, FL 32403

Contracting Officer’s Representative (COR)

Air Force Civil Engineer Center (AFCEC/COMR)

1001 Mississippi Road, Tyndall AFB, FL

6.10. Contracting Officer’s Representative (COR). The COR shall be nominated by the

CEMIRT Division Chief (AFCEC/COM). The COR shall complete all required training, participate in project meetings, receive contract deliverables, provide technical assistance and clarification as required for performance of the contract, and any additional duties identified in the COR Designation Letter. The Contractor shall receive a copy of the written COR designation upon award of contract. The COR shall provide technical assistance and clarification required for the performance of this task and shall provide technical evaluations as required.

7.0. Travel Requirements. The Contractor shall coordinate and travel to CONUS, Alaska and Hawaii locations identified in each awarded TO. The Contractor shall also ensure all employees possess the necessary credentials to enter AF installations prior to traveling.

8.0. Security.

8.1. Position of Trust. Tasks required under this contract are “Unclassified.” All Contractor personnel require a minimum of a NACI/SF85 for any position that requires access to the internet, use of automated systems or unescorted entry into restricted or controlled areas prior to reporting for duty in support of each TO. The investigation is not for a security clearance;

it is for a position of trust. This is a mandatory requirement set forth in DoD 5200.1-R, DoD

Information Security Program: Overview, Classification, and Declassification; and AFI 31-

501, Personnel Security Program Management. A Common Access Card (CAC) will be issued at Tyndall AFB to each Contractor who meets the security requirements to allow entry onto Tyndall AFB.

8.2. Security Documentation. Documentation required for security certification shall be the responsibility of the Contractor. Each installation commander is responsible for access requirements particular to their installation. A minimum two (2) week notification is required to ensure the contract employee shall be authorized access to the installation(s) identified in the TO. The Contractor shall ensure the CO is notified 30 days in advance of a CAC card expiring and will also complete all paperwork (provided by the Government) required to obtain a new CAC card so that work will not be delayed.

8.3. Information Assurance (IA) Requirements.

8.3.1. IA Certification. The Contractor shall ensure that all personnel accessing information systems have the proper and current information assurance certification to perform IA functions described in DoD 8570.01-M, Information Assurance Workforce Improvement

Program. The Contractor shall meet the applicable information assurance certification requirements.

9.0. Qualifications. Contractor shall meet Knowledge, Skills, and Abilities (KSAs) as identified in Appendix-1 in this PWS.

10.0. Applicable Documents. The Contractor shall identify and comply with all applicable federal, state, and local statutes; Air Force/Military/Host Nation instructions, manuals, handbooks, regulations, guidance, and policy letters; EOs, and the following UFGS web links.

http://www.wbdg.org/ffc/dod/unified-facilities-guide-specifications-ufgs/ufgs-23-08-01-00-http://www.wbdg.org/ffc/dod/unified-facilities-guide-specifications-ufgs/ufgs-23-05-93 https://www.wbdg.org/about-wbdg-whole-building-design-guide http://www.wbdg.org/ffc/dod/unified-facilities-guide-specifications-ufgs/ufgs-23-08-01-00-20 http://www.wbdg.org/ffc/dod/unified-facilities-guide-specifications-ufgs/ufgs-23-08-01-00-20 http://www.wbdg.org/ffc/dod/unified-facilities-guide-specifications-ufgs/ufgs-23-05-93 https://www.wbdg.org/about-wbdg-whole-building-design-guide

11.0. Appendices.

Appendix-1: Qualifications and Experience

Appendix-2: Historical Team Composition and Workload Estimates

Appendix-3: Typical Acceptable Repairable/Replaceable HVAC Items

Appendix-4: Request to Purchase Materials

Appendix-1 – Qualifications and Experience

A1.1. Requirements for HVAC Contract Manager (CM)

Educational Level: Bachelor’s Degree or higher in Mechanical Engineering

Years of Experience: M inimum of 10 years’ experience in HVAC system design, construction and operation. Extensive experience in Testing and Balancing (TAB) procedures and commissioning/re-commissioning practices is required.

Knowledge, Skills, and Abilities (KSAs): The contractor shall provide a Contract Manager (CM) who will be responsible for the performance of the work within the contract. The CM should be well versed in Engineering Technical Letters, Unified Facilities criteria, Unified Facilities Guide Specifications and other pertinent industry documents related to HVAC systems, building envelopes and specialized facilities.

Minimum 10 years’ experience performing mechanical system design with an additional five (5) years’ experience as a senior engineer overseeing:

1) HVAC system design, analysis and evaluation to include: heat and cooling load analysis, energy and system modeling, system selection, best practice, and equipment sizing. Understanding of direct digital controls and proper employment of building management systems is necessary.

2) Development of technical specifications, design and construction documents, operating instructions, and commissioning/retro-commissioning documents to include performance verification.

3) Experience and engineering judgement investigating and resolving issues with the operation, design, construction, commissioning and recommissioning of HVAC systems.

4) Experience in application of mechanical codes and DoD criteria governing the design and operation of HVAC systems.

5) Development/completion of Quality Control Plan, Work Progress Schedule and

Monthly Status Report in support of the HVAC Recommissioning and Energy

Optimization Services contract.

6) The Contract Manager and alternates must be able to read, write, speak, and understand English.

Certifications: Professional Engineer License in Mechanical Engineering.

Security Requirement: Tasks required under this contract are “Unclassified.” All

Contractor personnel require a minimum of a NACI/SF85.

A1.2. Requirements for HVAC Contract Technician

Educational Level: Diploma or Trade Certificate from an approved HVAC vocational training center.

Years of Experience: Minimum of 10 years field experience in HVAC installation, maintenance, inspections and operation. Experience in Testing and Balancing (TAB) procedures and commissioning/re-commissioning practices is highly desired.

Knowledge, Skills, and Abilities (KSAs):

The technician shall have:

Minimum 10 years’ experience performing:

7) HVAC analysis and evaluation to include troubleshooting current HVAC system issues and repair of damaged systems within the financial constraints of the contract.

8) Understanding of direct digital controls and building management systems is necessary.

9) Ability to conduct performance tests with specialized tools such as air flow hoods, manometers, temperature devices and multi-meters is desired.

10) Ability to read and interpret building prints and diagrams to enable troubleshooting.

11) Experience investigating and resolving issues with the operation, design, construction, commissioning and recommissioning of HVAC systems.

12) Experience in Test and Balance (TAB) and the associated technical documentation is desired.

13) Must have strong verbal skills and the ability to explain complex HVAC issues to customers in a way they understand.

14) The HVAC technician must be able to read, write, speak, and understand English.

Certifications: N/A

Security Requirement: Tasks required under this contract are “Unclassified.” All

Contractor personnel require a minimum of a NACI/SF85.

Appendix-2

Historical Team Composition and Workload Estimates

Category Estimated

Annual Hours

Full-Time

Equivalent (FTE)

Base Year Eng. Technician, HVAC 1920 4

Sr. Eng. Tech/Mgr 1920 1

Option Year One Eng. Technician, HVAC 1920 4

Option Year Two Eng. Technician, HVAC 1920 4

Option Year Three Eng. Technician, HVAC 1920 4

Option Year Four Eng. Technician, HVAC 1920 4

The estimated schedule shall include an estimated 16 facilities annually. The facilities will normally range from 25,000 square feet to 250,000 square feet with few exceptions.

Appendix-3

Typical Acceptable Repairable/Replaceable HVAC Items

Appendix 3_HVAC

Typical Repair Parts.pdf

Appendix-4

Request to Purchase Materials

Appendix

4_Request to Purchase Materials.xlsx

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