GS09P10KSD0156 O M Amend1 RFP.pdf

GS09P10KSD0156 (Amendment 1) - Page 1

SOLICITATION NUMBER:G S - 0 9 P - 1 0 - K S D – 0 1 5 6

SERVICE: BUILDING OPERATIONS AND MAINTENANCE SERVICES

LOCATIONS: James R. Browning U.S. Courthouse 95 - 7th Street San Francisco, CA 94103

UNP Project Management Office 1068 Mission Street San Francisco, CA 94103

PERIOD OF PERFORMANCE: February 1, 2011 thru January 31, 2013

SOLICITATION ISSUE DATE: September 3, 2010

OFFER RECEIPT DATE and TIME: October 5, 2010 at 3:00 p.m. local time

ONE TIME PRE-PROPOSAL/SITE VISIT SCHEDULED ON: TUESDAY,

SEPTEMBER 21, 2010 AT 1:30 LOCAL TIME AT THE JAMES R. BROWING U.S.

COURTHOUSE, 95 7

TH

STREET, SAN FRANCISCO, CA. DIRECT ANY QUESTIONS

REGARDING THIS SOLICITATION TO MARY.CHIN@GSA.GOV.

mailto:MARY.CHIN@GSA.GOV

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SOLICITATION TABLE OF CONTENTS

(Sections A through M)

A. SOLICITATION/CONTRACT FORM

A.1. STANDARD FORMS

SF-1449 ATTACHED SEPARATELY

B. SERVICES, ORDERING AND PRICES

B.1. DESCRIPTION OF SERVICES

B.2. OPTION PERIODS

B.3. SERVICE CONTRACT ACT ASSUMPTIONS

B.4. ORDERING LIMITATIONS

B.5. AUTOMATIC PRICE ADJUSTMENTS FOR MINOR INVENTORY CHANGES

Inventory Changes Cumulative Adjustment

B.6. PRICE ADJUSTMENT FOR EQUIPMENT UPGRADES

B.7. RESPONSIBILITY FOR ASSESSING THE FACILITY

B.8. PRICE SCHEDULE

C. DESCRIPTION/SPECIFICATION/STATEMENT OF WORK

C.1. SCOPE OF WORK

C.2. DEFINITIONS

C.2.1 Acceptance C.2.2 Additional Services C.2.3 Approval C.2.4 Architectural and Structural C.2.5 Basic Services C.2.6 Building Automation System (BAS) C.2.7 Building Operating Plan C.2.8 Computerized Maintenance Management System (CMMS) C.2.9 Consumable Parts C.2.10 Contractor C.2.11 Controls and Control System C.2.12 Emergency Callback C.2.13 Federal Holidays C.2.14 Fire Protection and Life Safety Systems C.2.15 Indefinite Quantity C.2.17 Miscellaneous Work C.2.18 Normal Working Hours C.2.19 Occupant Emergency Plan (OEP) C.2.20 Operations C.2.21 Predictive Maintenance C.2.22 Preventive Maintenance (Scheduled and Unscheduled) C.2.23 Quality Control Plan C.2.24 Repair C.2.25 Non-Reimbursable Repair C.2.26 Reimbursable Repair C.2.27 Sequence of Operations C.2.28 Service Request C.2.29 Tour C.2.30 Vertical Transportation Systems C.2.31 Watch

C.3. REFERENCES

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C.4. INITIAL DEFICIENCY INSPECTION AND LIST

C.5. STARTUP PHASE/TRANSITION PHASE

C.6. PHASE OUT TRANSITION PERIOD

C.7. PUNCH LIST COMPLETION AND WITHHOLDING OF FINAL PAYMENT

C.8. GENERAL AND ADMINISTRATIVE REQUIREMENTS

C.8.1 MINIMUM STAFFING AND ABILITY TO CONTACT AND COMMUNICATE WITH THE COR

C.8.2 COMMUNICATION EQUIPMENT

C.8.3 ONSITE RECORDS

C.8.4 SERVICE REQUEST AND ADMINISTRATIVE SUPPORT

C.8.5 USE OF CMMS

C.8.6 QUALITY CONTROL PROGRAM

C.8.7 GOVERNMENT QUALITY ASSURANCE PROGRAM

C.9. BUILDING OPERATING PLAN

C.10. EQUIPMENT INVENTORY

C.11. MONTHLY PROGRESS REPORTS

C.12. PERFORMANCE REVIEW MEETINGS

C.13. EQUIPMENT CONDITION ASSESSMENT

C.14. OCCUPANT FEEDBACK PROGRAM

C.15. REFERENCE LIBRARY

C.16. REVIEW OF DESIGN DOCUMENTS

C.17. BUILDING MANAGEMENT SUPPORT SERVICES

C.18. INSPECTION ASSISTANCE FOR SPACE BUILDOUTS

C.19. EMERGENCY SHUTDOWN INSTRUCTIONS AND TOUR CHECKLISTS

C.20. LABELING OF ELECTRICAL CIRCUITS

C.21. OPERATIONAL REQUIREMENTS

C.21.1 GENERAL

C.21.2 EXTENDED OPERATING HOURS

C.21.3 CONTINUITY OF OPERATIONS (COOP)

C.21.4 TENANT ENVIRONMENT

C.21.5 ENERGY CONSERVATION

C.22. SYSTEM PERFORMANCE STANDARDS OR PROCEDURES

C.23. SERVICE REQUESTS

C.23.1 GENERAL

C.24. TOURS

C.24.1 GENERAL

C.24.2 OPERATING LOGS AND TOUR CHECK SHEETS

C.24.3 TOUR FREQUENCIES

C.24.4 CONDENSATE PANS

C.24.5 MONITORING OF CENTRAL PLANT EQUIPMENT

C.25. DEMAND RESPONSE PROGRAMS

C.26. BAS ALARM RESPONSE

C.27. PROTECTION AND DAMAGE

C.28. KEY CONTROL

C.29. DISRUPTIVE OR HAZARDOUS TOOLS

C.30. DISRUPTION TO UTILITIES, LIGHTING, OR SPACE CONDITIONING

C.31. PLUMBING AND RESTROOMS

C.32. MAINTENANCE PROGRAM

C.32.1 GENERAL

C.32.2 MAINTENANCE STANDARD

C.32.3 APPLICATION OF DIAGNOSTIC SOFTWARE

C.32.4 CONTROL SYSTEMS

C.33. WATER TREATMENT

C.33.1 GENERAL

C.33.2 TOLERANCES

C.33.3 INITIAL REPORT AND DEVELOPMENT OF PROGRAM

C.33.4 CORROSION MONITORING

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C.33.5 MONTHLY TESTING

C.34. OIL ANALYSIS AND OIL CHANGES

C.34.1 PERIODIC OIL ANALYSIS

C.34.2 OIL AND REFRIGERANT ADDITIVES

C.35. LAMPS AND BALLASTS

C.36. ARCHITECTURAL AND STRUCTURAL SYSTEMS MAINTENANCE

C.36.1 INTERIOR SIGNAGE AND DIRECTORIES

C.36.2 FINISHES MAINTENANCE

C.36.3 HISTORIC BUILDING PRESERVATION

C.36.4 VERTICAL TRANSPORTATION AND ASSOCIATED EQUIPMENT

C.37. REPAIRS

C.37.1 GENERAL

C.37.2 NON-REIMBURSABLE REPAIRS

C.37.3 REIMBURSABLE REPAIRS

C.37.4 APPROVAL OF WORK

C.37.5 INVOICING

C.37.6 ORDERING REPAIRS FROM OUTSIDE SOURCE

C.37.7 FORCE MAJEURE (UNCONTROLLABLE EVENTS)

C.37.8 WARRANTIES

C.37.9 QUALITY OF MATERIALS AND REPLACEMENT PARTS

C.38. SAFETY AND ENVIRONMENTAL MANAGEMENT

C.38.1 GENERAL

C.38.2 SCHEDULING AND RECORDKEEPING

C.38.3 REFRIGERANT CONTROL AND CERTIFICATION

C.38.4 AIR QUALITY MANAGEMENT DISTRICT (AQMD) OPERATING PERMITS

C.38.5 UNDERGROUND STORAGE TANKS

C.38.6 POLYCHLORINATED BIPHENYL (PCB) CONTROL

C.38.7 HAZARDOUS WASTE

C.38.8 FACILITY HAZARDS

C.38.9 WORKPLACE SAFETY

C.38.10 ELECTRICAL SAFETY

C.38.11 FALL PROTECTION

C.38.12 POWERED PLATFORMS

C.38.13 LOCKOUT/TAGOUT

C.38.14 CONFINED SPACES

C.38.15 ASBESTOS MANAGEMENT

C.38.16 HAZARDOUS MATERIALS

C.38.17 BOILER/PRESSURE VESSEL OPERATION AND INSPECTION STANDARDS

C.38.18 BACKFLOW PREVENTION DEVICES

C.38.19 POTABLE WATER SYSTEMS

C.38.20 LABELING AND SIGNAGE

C.38.21 ROOF ANCHORAGE POINTS

C.39. FIRE PROTECTION AND LIFE SAFETY EQUIPMENT AND SYSTEMS

C.39.1 GENERAL

C.39.2 FIRE ALARM SYSTEM

C.39.3 FIRE ALARM SYSTEM CENTRAL STATION MONITORING

C.39.4 WATER-BASED FIRE SUPPRESSION SYSTEMS

C.39.5 FIRE DOORS AND OTHER OPENING PROTECTIVES

C.39.6 FIRE AND COMBINATION FIRE/ SMOKE DAMPERS

C.39.7 SMOKE DOORS AND OTHER OPENING PROTECTIVES

C.39.8 SMOKE DAMPERS

C.39.9 PORTABLE FIRE EXTINGUISHERS

C.39.10 NON-WATER-BASED FIRE EXTINGUISHING SYSTEMS

C.39.11 SMOKE CONTROL SYSTEMS

C.39.12 SMOKE MANAGEMENT SYSTEMS

C.39.13 EMERGENCY AND STANDBY POWER SYSTEMS

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C.39.14 EMERGENCY LIGHTING AND EXIT SIGNAGE

C.40. MAINTENANCE AND REPAIR OF VERTICAL TRANSPORTATION EQUIPMENT

C.40.1 General C.40.2 Computerized Maintenance Management System (CMMS) C.40.3 Hours and Response Time C.40.4 Exceptions C.40.5 Parts Management C.40.6. Labeling and Cleaning C.40.7 System Performance Requirements C.40.8. Code Required Inspections and Tests C.40.9 Log C.40.10 Maintenance of Record Wiring Diagrams C.40.11 Supervision of VTE Work

C.41. MISCELLANEOUS WORK

C.42. CRITERIA FOR DEDUCTIONS

C.42.1 General - Deduction for Inoperable VTE Equipment

C.42.2 RESERVE

D. PACKAGING & MARKING

D.1. PAYMENT OF POSTAGE AND FEES

D.2. MARKING

E. INSPECTION & ACCEPTANCE

E.1 INSPECTION OF SERVICES - FIXED PRICE (AUG 1996)

F. DELIVERIES OR PERFORMANCE

F.1. PLACE OF PERFORMANCE

TERM OF CONTRACT

OPTION TO EXTEND THE TERM OF THE CONTRACT

SPECIAL REQUIREMENTS FOR SUBMITTALS

OPTION TO EXTEND SERVICES

TERMINATION

G. CONTRACT ADMINISTRATION DATA

H. SPECIAL CONTRACT REQUIREMENTS

H.1. SECURITY

H1.1 SECURITY REQUIREMENTS AND PERSONAL IDENTITY VERIFICATION PROCEDURES (NON-

CLASSIFIED CONTRACT)

H.2. GSAR 552.237-70 QUALIFICATIONS OF OFFERORS (MAY 1989)

H.3. GSAR 552.237-71 QUALIFICATIONS OF EMPLOYEES (MAY 1989)

H.4. SUITABILITY DETERMINATIONS

H.5. COMPLIANCE WITH SECURITY REQUIREMENTS

H.6. IDENTIFICATION CREDENTIAL

H.7. STANDARDS OF CONDUCT

H.8. REMOVAL FROM CONTRACT WORK

H.9. SENSITIVE BUT UNCLASSIFIED (SBU) BUILDING INFORMATION

H.10. RECORDING PRESENCE

H.11. GOVERNMENT FORMS

H.12. OTHER CONTRACTORS

H.13. ORDINANCES, TAXES, PERMITS, AND LICENSES

H.14. DISCREPANCY IN THE SPECIFICATIONS

H.15. AFFIRMATIVE PROCUREMENT PROGRAM (APP)

H.16. ASBESTOS AWARENESS TRAINING

H.17. UNIFORMS

H.18. PERSONNEL QUALIFICATIONS

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H.18.1 ONSITE SUPERVISORS

H.18.2 QUALIFICATIONS OF PROJECT MANAGER AND ONSITE SUPERVISORY PERSONNEL

H.18.3 QUALIFICATIONS OF TECHNICIANS

H.18.4 SUBMISSION OF RESUMES FOR NEW EMPLOYEES

H.18.5 STATE LICENSING

H.18.6 COMPLIANCE WITH FEDERAL, STATE, AND LOCAL CODES

H.19. GOVERNMENT-FURNISHED MATERIALS

H.20. CONTRACTOR-FURNISHED MATERIALS

H.21. ADDITIONAL SERVICES [INDEFINITE QUANTITY PROVISIONS]

H.21.1 General H.21.2 Price Proposal for Additional Services Work H.21.3 Pricing H.21.4 Parts and Materials H.21.5 Subcontracts H.21.6 Cost Documentation H.21.7 Competitive Bids H.21.8 Method of Ordering and Invoicing

H.22. AWARD FEE

H.23. STRIKE CONTINGENCY PLAN (SCP)

H.24. OCCUPANCY EMERGENCY PLAN (OEP)

H.25. CONTRACTOR PANDEMIC PLAN

I. CONTRACT CLAUSES

FAR 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (SEPT 2007)

J. LIST OF ATTACHMENTS (LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS)

K. REPRESENTATIOINS, CERTIFICATIONS, AND OTHER STATEMENTS OF

BIDDERS/OFFERERS

52.212-3 Offeror Representations and Certifications—Commercial Items. (AUG 2009)

L. INSTRUCTIONS, CONDITIONS, AND NOTICES TO BIDDERS/OFFERERS

52.212-1 Instructions to Offerors—Commercial Items. (JUNE 2008)

M. EVALUATION FACTORS FOR AWARD

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OPERATIONS AND MECHANICAL MAINTENANCE AND RELATED

SERVICES AT THE FOLLOWING LOCATIONS:

James R. Browning U.S. Courthouse [CA0096DD]

95 - 7th Street

San Francisco, CA 94103

UNP Project Management Office [CA0313DD]

1068 Mission Street

San Francisco, CA 94103

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A. SOLICITATION/CONTRACT FORM

A.1. STANDARD FORMS

SF-1449 ATTACHED SEPARATELY

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A.2. Notes to Offerors

The following information is provided to prospective Offerors in order to assist you with preparing your proposals. Please be advised that the following information does not excuse any prospective Offeror from being thoroughly familiar with the Solicitation requirements prior to submission of a proposal.

A.2.1 Information on the Incumbent Contract

1. Prospective Offerors are cautioned that the information provided below on the incumbent Contract DOES NOT imply or promise similarities to this procurement.

2. The incumbent Contractor is B&W Contract Services, Inc.

3. The monthly price of the Contract is $75,736.00

4. The GSA Contracting Officer for the incumbent Contract is Mary Chin. She can be reached at General Services Administration, Contracts Section (9P3PMFC), 450 Golden Gate Ave., San Francisco, CA 94102. Telephone Number (415) 522- 3356.

A.2.2 How to Request and Receive Explanations and Clarifications on this Solicitation

1. Before requesting an explanation or clarification to the Solicitation, please read the Solicitation in its entirety. In most cases the clarification will be given within the Solicitation itself.

2. Any prospective Offeror who requires an explanation or interpretation of the Solicitation should request a response in writing from the Contracting Officer or the Contract Specialist identified in this Solicitation.

3. All requests for information or clarification should be submitted in writing to Ms. Mary Chin via email at mary.chin@gsa.gov or by postal service to the following address: General Services Administration Property Management Branch, Contracts Section (9P3PMFC), 450 Golden Gate Ave, 4th Floor East, San Francisco, CA 94102-3434.

4. Only the person(s) listed above is authorized to answer questions about this Solicitation. GSA is NOT responsible for any information provided about the Solicitation by any other source.

5. All questions regarding this Solicitation shall clearly identify the Solicitation number GS-09P-10-KSD-0156 and the specific portion of the Solicitation from where the question is derived – for example, the section and paragraph citation (C.XX) or page number (Part I, Page XX). GSA reserves the right not to answer questions that are vague, illegible and that are irrelevant to the Solicitation.

A.2.3 How to Visit the Location(s) Where Services Will Be Provided

1. Site visit is scheduled on Tuesday, September 21, 2010 at 1:30 p.m. local time.

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2. Prospective Offerors are responsible for arranging for and paying for their own travel, lodging, meals, and all other expenses incurred in conjunction with attendance at this conference and any subsequent facility visit.

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B. SERVICES, ORDERING AND PRICES

B.1. DESCRIPTION OF SERVICES

This is a Performance Based Statement of Work (PBSOW). The Contractor shall provide all management, supervision, labor, materials, supplies, and equipment (except as otherwise provided), and shall plan, schedule, coordinate and assure effective performance of Building

Operations and Maintenance services of facilities, structures, equipment and systems described herein.

B.2. OPTION PERIODS

Offerors are cautioned that any offer may be rejected as non-responsive if it is materially unbalanced as to prices for the options and the initial contract period. An offer is unbalanced when it is based on prices which are significantly less than cost for some work and prices which are significantly overstated for other work.

B.3. SERVICE CONTRACT ACT ASSUMPTIONS

Offerors shall price the contract by assuming the minimum hourly wages and fringe benefits established by the Administrator, Wage and Hour Division, U.S. Department of Labor, for the initial period of performance will apply to the entire performance period of the contract. The minimum wage rates and fringe benefits applicable to the initial period of performance are outlined in the incorporated wage determination. (FOR THIS RFP, OFFERORS SHALL PRICE

THE CONTRACT BY ASSUMING THE CBA RATES)

Contract price(s) will be adjusted upward or downward effective on each anniversary date of the contract in accordance with the clause contained in Part II, Section I, FAR 52.222-43, FAIR

LABOR STANDARDS ACT AND SERVICE CONTRACT ACT - PRICE ADJUSTMENT

(MULTIPLE YEAR AND OPTION CONTRACTS) (MAY 1989), with the incorporation of an updated wage determination.

B.4. ORDERING LIMITATIONS

The annual maximum ordering limitation for Additional Services and Reimbursable Repairs is

$1,000,000.

The limitation per order for Additional Services and Reimbursable Repairs is $100,000.00.

The price of the Basic Services of this contract serves in place of an annual minimum ordering limitation.

B.5. AUTOMATIC PRICE ADJUSTMENTS FOR MINOR INVENTORY

CHANGES

Inventory Changes

If changes are made in the inventory of equipment requiring preventive (scheduled) maintenance during the period of performance of the contract (including option periods), the contract price shall be automatically adjusted as follows, using the then current edition of the "Preventive Maintenance" section of R.S. Means' Means Facilities Maintenance & Repair Cost Data:

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(1) For each item added or deleted, multiply the annualized man-hours standard for the most comparable item in the book by the appropriate hourly rates in the Price Schedule.

(2) To the value determined in (1) above, add the annualized material bare cost for the same item in the book.

(3) This process should be conducted for each item of equipment added or deleted.

Deletions shall be treated as negative numbers.

(4) The summation of item values determined by steps (1) through (3) above shall produce the total change in contract price. This may be positive or negative.

This adjustment only applies to actual physical changes in building equipment during the term of the contract. Errors in inventory or assessment of the facility by the Contractor when developing the Contractor's offer are the responsibility of the Contractor and shall not result in price adjustment.

Cumulative Adjustment

If cumulative price changes exceed +10%, or -10%, of the base price of the contract, this process shall no longer be used. The contract shall be subject to a negotiated equitable adjustment. If

Means Facilities Maintenance and Repair Cost Data does not include certain items, changes in inventory quantities of these items shall be subject to a negotiated equitable adjustment.

B.6. PRICE ADJUSTMENT FOR EQUIPMENT UPGRADES

If the Government funds upgrades to Controls or equipment, the contract price is subject to a negotiated price reduction to reflect the decrease in operations and maintenance costs reasonably expected from the improvements.

B.7. RESPONSIBILITY FOR ASSESSING THE FACILITY

The Contractor, at the time the Contractor is developing an offer in anticipation of a contract, is responsible for assessing the facility equipment inventory, condition of equipment and systems, and effort needed to operate and maintain the equipment and systems. The Contractor is afforded some additional protection from repairs liability under the initial deficiency list provisions herein, but is otherwise responsible for assessing the cost and effort needed to meet contract requirements. Equipment inventory and maintenance records provided for the review of offerors are provided in good faith for informational purposes, and usually contain some errors.

Contract price will not be adjusted on the basis of errors in records reviewed by the Contractor when preparing the offer.

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B.8. PRICE SCHEDULE

Each line item below includes all labor, materials, equipment, tools, supervision and management support to accomplish the relevant tasks in accordance with the specification. All proposed prices should be for the unit indicated.

The Base Period of the contract shall be for two (2) years from effective date of the contract with four (4) two Year Renewal Option

Period for a total of ten (10) years if all options are exercised.

LINE DESCRIPTION OF SERVICE Notes

UNIT BID

PRICE

TOTAL:

24-MONTH

BASE PERIOD

TOTAL:

24-MONTH

FIRST

OPTION PERIOD

TOTAL:

24-MONTH

SECOND

OPTION PERIOD

TOTAL:

24-MONTH

THIRD

OPTION PERIOD

TOTAL:

24-MONTH

FOURTH

OPTION PERIOD

1001 Basic Services: Operations, Maintenance and nonreimbursable Repairs:

James R. Browning US Courthouse, 95 7 th Street, San Francisco, CA

PER MONTH

1002 Basis Services. Operations, Maintenance and nonreimbursable Repairs:

1068 Mission Street, San Francisco, CA

2001 Hourly rate, Stationary Engineer, Normal Working Hours (IQ)[]

3,4

PER HOUR

2002 Hourly rate, Stationary Engineer, overtime and Callback (IQ)[]

1,3,4

2003 Hourly rate, Utility Engineer, Normal Working Hours(IQ)

3,4

2004 Hourly rate, Utility Engineer, overtime and Callback[ (IQ)

1,3,4

3001 Vertical Transportation Equipment (VTE) maintenance James R. Browning US Courthouse, 95 7 th Street, San Francisco, CA

4001 OPTION: 3-Year Electrical Testing, Inspection and maintenance

PER JOB

5001 Transition Startup Phase

ONE TIME

CHARGE

6001 Standard Coefficient [IQ]

2,3

PERCENT OF

COST

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NOTES:

1. Overtime and Emergency Callback hourly rates shall be applied for work required to be performed after the Normal Working

Hours of the buildings, if such work is scheduled in advance.

2. The Standard Coefficient is the markup to be applied to the Contractor's actual cost of subcontract work or reimbursable parts and materials (as documented by invoice) for Additional Services work, and for determining the cost of Repairs. The Standard Coefficient applied to the base year of the contract shall also apply to all option years.

3. Lines marked IQ are indefinite quantity line items. These rates only apply to work which is reimbursable, i.e., either Additional

Services or for Reimbursable Repairs.

4. Hourly rates are proposed only once. These rates may, in the event of wage determination rate increases, be escalated in accordance with FAR 52-222.43.

5. This is an option which may be exercised at the discretion of the Government either at commencement of the contract, or at any time during the term of the contract with 30 days written notice. If exercised, the option may be removed from the scope of the contract with 30 days notice at any time during the term of the contract.

6. For Line Item 3001 of the Price Schedule, the Offeror must complete the additional Price Breakdown information in Exhibit 3 for the VTE. The total monthly amount from the Exhibit 3 Price Breakdown Sheet should equal the monthly amount proposed for Line

Item 3001. For example, the monthly amounts denoted for Line Items 3001A through 3001F from the Price Breakdown Sheet in

Exhibit 3 when added should equal what is proposed for Line Item 3001 in the Price Schedule. For price evaluation purpose, if there is a difference between what is on the Price Schedule Line Item monthly amount and what is on the total Line Item monthly amount in

Exhibit 3 Price Breakdown Sheet, the Exhibit 3 total monthly amount for the Line Item(s) will be used.

7. Offerors must provide with their proposal a price breakdown, itemizing (1) classification, salary and benefit cost, and estimated working hours per year of dedicated on-site staff; (2) classification, salary and benefits, and number of hours estimated to be spent supporting this contract of outside support personnel; (3) itemized subcontractor costs; (4) itemized materials costs; (5) overhead and profit rates; and (6) any other cost elements needed to explain the total price.

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C. DESCRIPTION/SPECIFICATION/STATEMENT OF WORK

C.1. SCOPE OF WORK

The Contractor must provide management, supervision, labor, materials, equipment, and supplies and shall be responsible for the efficient, effective, economical, and satisfactory operation, scheduled and unscheduled maintenance, and repair of equipment and systems located within the property line of the following buildings, to include the following:

James R. Browning U.S. Courthouse (CA0096DD)

UNP Project Management Office at 1068 Mission Street (CA0313DD)

1. Electrical systems and equipment.

2. Mechanical, plumbing, building automation systems (BAS) where applicable, and heating, ventilation, and air conditioning (HVAC) systems and equipment.

3. Fire protection and life safety systems and equipment.

4. All Control Systems unless explicitly excluded

5. Architectural and structural systems, fixtures, and equipment within the site (to the property line).

6. Service request desk operations, to include record keeping using a computerized maintenance management system (CMMS) as well as other administrative functions.

7. Maintenance of landscape irrigation systems, with the exception of above-ground elements (e.g., sprinkler heads) in landscaped areas.

8. Locks, keycard systems, and static and dynamic bollard systems.

9. Dock levelers.

10. Elevator and vertical transportation equipment.

11. Paper and soap dispensing equipment in restrooms.

12. Electrical Testing, Inspection and Maintenance [if OPTION is exercised].

Additional Services may be ordered at the discretion of the Government for work relating to the operations, maintenance and repair or upgrade of the covered facilities, but not covered in the basic services of the contract, as described in this document.

Additional equipment or facilities within the control of the GSA Property Management Office may be added to the contract scope through negotiation at any time during the term of the contract.

Excluded from this scope are:

1. Building perimeter and tenant agency security alarm systems.

2. Telecommunication (e.g., telephone, agency data communication) systems, except as part of covered Control Systems.

3. Equipment owned and operated by tenant agencies.

4. Furnishings (not installed as fixtures).

5. Kitchen appliances and equipment (but ductwork above the ceiling, grease traps with associated piping, and any fire suppression or fire alarm equipment are included in the scope).

6. Equipment owned by servicing public utilities.

8. Upgrade of software or software licenses (to include Control Systems and CMMS).

9. Fitness center equipment.

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10. Lawn sprinkler heads and other above-ground (within landscape areas) components of irrigation systems.

C.2. DEFINITIONS

C.2.1 Acceptance

―Acceptance‖ means an authorized representative of the Government has inspected and agreed that the work meets all requirements of this contract, to include documentation requirements.

C.2.2 Additional Services

―Additional services‖ are services that the Contractor will provide at an additional cost to the

Government, to include all labor, supervision, supplies and materials specifically identified as being outside the provisions of the basic services and included in the offeror’s overall pricing. These services may be provided during or after normal working hours. The Contracting Officer (CO) will issue a separate delivery order before work may proceed.

C.2.3 Approval

―Approval‖ means the Government has reviewed submittals, deliverables, and administrative documents (e.g., insurance certificates, installation schedules, planned utility interruptions, etc.) and has determined the documents conform to contract requirements.

C.2.4 Architectural and Structural

―Architectural and structural‖ systems include all building structure, envelope, building improvements and finishes, and site improvements (e.g., paving, walkways, asphalt, etc.) to the property line.

C.2.5 Basic Services

The ―basic services‖ of the contract consist of the recurring contract requirements for which the

Contractor is paid as a base price, i.e., the requirements established by the contract statement of work and related general and administrative requirements that do not contain provisions for separate reimbursement.

C.2.6 Building Automation System (BAS)

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.

C.2.7 Building Operating Plan

The ―building operating plan‖ is a mandatory plan that the Contractor prepares for Government approval that describes the Contractor’s program for operating and maintaining the building, to include both normal circumstances and contingencies.

C.2.8 Computerized Maintenance Management System (CMMS)

A ―computerized maintenance management system‖ is a database and application software package that automates the O&M and repairs record keeping requirements.

C.2.9 Consumable Parts

―Consumable parts‖ or components are parts or components that customarily require regular replacement rather than repair in a maintenance program and must be disposed of properly and comply

GS09P10KSD0156 (Amendment 1) - Page 17 with State and Federal hazardous materials disposal regulations. Examples include oil, grease, belts, filters, ballasts, lamps, etc.

C.2.10 Contractor

―Contractor‖ as used in this document refers to the firm awarded this contract.

C.2.11 Controls and Control System

A ―control system‖ is any low-voltage control, communication and monitoring system, including but not limited to device, field and global controllers; instrumentation; networking infrastructure;

computers and peripherals; software; programming; database files; and licenses. Examples are the

BAS, lighting control, and fire alarm systems. Gateway devices, routers, communication networks and other devices or infrastructure for communication to or from such systems are included in the definition.

C.2.12 Emergency Callback

An ―emergency callback‖ is a service request or other request for service placed outside of normal working hours and of such a nature that response cannot wait for the resumption of the next day’s normal working hours.

C.2.13 Federal Holidays

―Federal holidays‖ for the purposes of this contract are New Year’s Day, Martin Luther King Day, President’s Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans’ Day, Thanksgiving Day, and Christmas Day and holidays declared by the President of the United States.

When Federal holidays fall on weekends, a weekday is typically designated as the holiday. Holidays that fall on Saturday are observed on the previous Friday and holidays that fall on a Sunday are observed on the following Monday.

C.2.14 Fire Protection and Life Safety Systems

―Fire protection and life safety systems ― are systems and equipment installed in the building to (1) detect fire and products of combustion, (2) notify building occupants and emergency responders, (3) initiate smoke control and management systems (4) initiate fire suppression systems, (5) control or suppress fires and (6) facilitate or enhance emergency egress. These systems also may communicate with other major building systems for fire and smoke control, elevator recall, and utilities control. Life safety systems and equipment includes emergency lighting, exit signage, special egress door locking arrangements, and exit stair markings.

C.2.15 Indefinite Quantity

―Indefinite quantity‖ provisions permit the Government to order additional work, in addition to the basic services, and upon acceptance permit additional payment to the Contractor.

C.2.16 Initial deficiency list Report

The ―initial deficiency list report‖ or ―initial deficiency list‖ is a list of deficiencies that may exist in the equipment and systems covered by this performance work statement, as well as the Contractor's itemized price (including, but not limited to, labor, materials, overhead, and profit) for correcting each deficiency.

C.2.17 Miscellaneous Work

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―Miscellaneous work‖ is additional labor that is performed at the request of the Contracting Officer’s

Representative (COR) at no additional cost to the Government (i.e., they are part of basic services.)

The Contractor may also have to provide consumable materials to complete the request.

C.2.18 Normal Working Hours

―Normal working hours‖ is the hours of building operations under most circumstances when all services must be provided to all occupants. Normal working hours are: 6AM to 5PM.

C.2.19 Occupant Emergency Plan (OEP)

The largest agency in each building is responsible for development and enforcement of the building’s

―Occupant Emergency Plan‖ (OEP). The OEP details what the building tenants must do in case of an emergency. The plan identifies fires wardens, shelter in place locations etc. The Contractor must support all OEP efforts to the fullest extent possible.

C.2.20 Operations

―Operations‖ is the continual process of using building equipment systems to accomplish their function, optimize building performance, and improve energy efficiency. Operations includes analysis of requirements and systems capabilities, operating controls and control systems, responding to service requests, touring and observing equipment performance and condition, adjusting equipment, identifying needed maintenance and repairs to equipment, and maintaining lubrication and chemical treatments, etc.

C.2.21 Predictive Maintenance

―Predictive maintenance‖ is a program of maintenance activities in which scheduling of maintenance derives from monitoring the operating condition, or changes in the operating condition, of equipment being maintained.

C.2.22 Preventive Maintenance (Scheduled and Unscheduled)

―Scheduled preventive maintenance‖ is a program of maintenance activities performed based on a fixed schedule or on equipment runtimes. ―Unscheduled preventive maintenance‖ is all work performed including adjustments and procedures necessary to sustain the proper operation of all building equipment and systems pending a scheduled procedure.

C.2.23 Quality Control Plan

The ―quality control plan‖ (QCP), is the Contractor’s complete written system for identifying and correcting deficiencies in the quality of services before the level of performance becomes unacceptable. Preparation of this document is the responsibility of the Contractor.

C.2.24 Repair

A ―repair‖ is an act of restoring inoperable, dysfunctional or deteriorated equipment, systems, or material to a fully functional, non-deteriorated state. Repairs usually involve some combination of labor and replacement parts, components or materials.

C.2.25 Non-Reimbursable Repair

A ―non-reimbursable repair‖ is a repair that is the Contractor’s responsibility with no additional reimbursement from the Government.

C.2.26 Reimbursable Repair

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A ―reimbursable repair‖ is a repair that is reimbursable to the Contractor, in whole or in part, in accordance with the provisions in this document.

C.2.27 Sequence of Operations

A ―sequence of operations‖ is the control logic used to operate a system normally put into effect through a control program.

C.2.28 Service Request

A ―service request‖ is a response to a GSA, tenant, or agency request or a response to an observation that some equipment, system or material covered by the contract is inoperable, dysfunctional, deteriorated, or not within normal operating parameters, or that performance standards of the contract are not being met. Service request response involves analysis of the problem and adjustment of operating or monitoring controls or other immediate corrective action. A requirement to perform a repair may result from the analysis stage of a service request. Service requests may be generated automatically from interfaces to BAS or diagnostic software.

C.2.29 Tour

A ―tour‖ is generally a scheduled walkthrough of equipment rooms and installations including computer rooms, and restrooms, etc. by Contractor operating personnel for the purpose of ensuring that equipment is running properly, ensuring that equipment rooms are in good order and without safety hazards, and making any necessary adjustments to operating controls or to lubricate equipment. A tour may also involve a combination of such physical visits in addition to using automated systems for the monitoring of equipment and systems.

C.2.30 Vertical Transportation Systems

―Vertical transportation equipment" applies to all equipment, such as elevators, escalators, and dumbwaiters, their associated parts, and related areas as identified in the applicable Codes, ASME

A17.1 Safety Code for Elevators and Escalators and ASME A18.1 Safety Code for Platform Lifts and

Stairway Chairlifts.

C.2.31 Watch

A ―watch‖ involves performing certain tasks required for the operation of the HVAC equipment

(central systems over 300 tons), boilers, compressors, and related equipment in a centralized location.

Watches include, but are not limited to starting equipment, checking at designated intervals all operating equipment in the area, recording readings, shifting equipment and loads, making adjustments at the central control center, taking water samples, making tests, and adding chemicals as required.

C.3. REFERENCES

The following publications are incorporated by reference as setting quality, performance, and design standards for work required in this document. Unless a specific date is provided, references are for the current edition published at the time of issue of the solicitation, to include any addenda or errata published by the issuing organization. The Contractor is responsible for obtaining all referenced documents at its expense, with the exception of the Public Buildings Service Operations and

Maintenance Standards Draft, the Facilities Standards for the Public Buildings Service (PBS P100), and the U.S. Courts Design Guide, which will be provided by the Government.

Public Buildings Service Operations and Maintenance Standards Draft (January 2008)

Facilities Standards for the Public Buildings Service (PBS P100)

U.S. Courts Design Guide

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SMACNA Sheet Metal and Air Conditioning Contractors National Association HVAC Systems

Testing, Adjusting & Balancing

AHERA Asbestos Hazard Emergency Response Act

ASHRAE Guideline 1HVAC Commissioning Process

ASHRAE Guideline 4 Preparation of Operating and Maintenance Documentation for Building

Systems

ANSI/ASHRAE Standard 15 Safety Code for Mechanical Refrigeration

ANSI/ASHRAE Standard 34 Number Designation and Safety Classification of Refrigerants

ANSI/ASHRAE Standard 55, Thermal Environmental Conditions for Human Occupancy

ANSI/ASHRAE Standard 62, Ventilation for Acceptable Indoor Air Quality

ANSI/ASHRAE Standard 100, Energy Conservation in Existing Buildings/Commercial

ANSI/ASHRAE Standard 111, Practices for Measurement, Testing, Adjusting, and Balancing of

Building Heating, Ventilation, Air-Conditioning, and Refrigeration Systems;

ASME Boiler and Pressure Vessel Code

ASME CSD-1 Control and Safety Devices of Automatically Fired Boilers

National Board of Boiler and Pressure Vessel Inspectors, National Board Inspection Code

OSHA 29 CFR 1910 and 29 CFR1926

CSI Master Format

Clean Air Act

Clean Water Act

EPA Green Book

EPA Purple Book

FMR Federal Management Regulations

GSA SEMS Sustainable Environmental Management System (GSA.GOV/SEMS)

International Building Code

International Fire Code

International Plumbing Code

International Mechanical Code

NETA Maintenance Testing Specification for Electrical Power Distribution Equipment and

Systems

NFPA 10, Standard for Portable Fire Extinguishers

NFPA 12, Carbon Dioxide Extinguishing Systems

NFPA 12A, Standard on Halon 1301 Fire Extinguishing Systems

NFPA 13, Installation of Sprinkler Systems

NFPA 17, Dry Chemical Extinguishing Systems

NFPA 17A,Wet Chemical Extinguishing Systems

NFPA 25, Standard for the Inspection, Testing, and Maintenance of Water-Based Fire Protection

Systems

NFPA 70, National Electrical Code (NEC)

NFPA 70E,Standard for Electrical Safety in the Workplace

NFPA 72, National Fire Alarm Code

NFPA 80, Standard for Fire Doors and Other Opening Protectives

NFPA 85, Boiler and Combustible Systems Hazards Code

NFPA 92A, Standard for Smoke Control Systems Utilizing Barriers and Pressure Differences

NFPA 92B, Standard for Smoke Management Systems in Malls, Atria, and Large Spaces

NFPA 96, Standard for Ventilation Control and Fire Protection of Commercial Cooking Operations

NFPA 101, Life Safety Code

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NFPA 105, Standard for the Installation of Smoke Door Assemblies and Other Opening Protectives

NFPA 110, Standard for Emergency and Standby Power Systems

NFPA 111, Standard on Stored Electrical Energy Emergency and Standby Power Systems

NFPA 2001, Standard on Clean Agent Fire Extinguishing Systems

NICET National Institute for Certification in Engineering Technologies publications and issuances

NIOSH National Institute for Safety and Health publications and issuances

DOE/EE-0157, International Performance Measurement and Verification Protocol

R.S. Means Facilities Construction Cost Data

USGBC LEED for Existing Buildings (LEED-EB)

NEMA TP-1, National Electrical Manufacturers Association, Guide for Determining Energy

Efficiency for Distribution Transformers

NEMA MG-1. National Electrical Manufacturers Association, Motors and Generators

NEMA Application Guide for AC Adjustable Speed Drive Systems

ANSI/IWCA I-14.1, Window Cleaning Safety Standard

Safe Drinking Water Act, PL 99-339, as amended

Title 40 CFR, Part 761, PCBs in Electrical Transformers

Title 40 CFR, 141.43, Sections A and D, Environmental Protection Agency Safe Drinking Water

C.4. INITIAL DEFICIENCY INSPECTION AND LIST

The Contractor and the COR or designee must make a complete and systematic initial inspection together during the startup or transition phase of the contract that will include all mechanical, electrical, fire protection, and utility systems and equipment, windows, doors, and other structural features for which maintenance and repairs are covered by this performance work statement. The purpose of this inspection shall be to discover and list in an initial deficiency list report all deficiencies that may exist in the equipment and systems covered by this performance work statement, as well as the Contractor's itemized price (including, but not limited to labor, materials, overhead, and profit) for correcting each deficiency. The Government may elect to have all or any part of this work performed by the Contractor (at the price or prices quoted), by Government employees, or by other contractors.

The initial deficiency list report must not include any items that would be replaced, repaired, or adjusted during the performance of normal preventive maintenance. The Contractor shall be responsible for making immediate adjustments or corrections that fall within the scope of 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;

reloading programs; restoring equipment being operated manually to automatic operation (this does not include changing established sequences of operation or programming sequences); applying lubricants;

cleaning fan housings, fans, coils, dampers, air handling unit (AHU) sections, and equipment rooms and replacing consumable parts or components.

The Contractor must submit an initial deficiency list report not later than 30 days after award of the contract to the COR or designee. Any dispute between the Government and the Contractor as to classification of initial deficiency list report items will be resolved under the Disputes Clause in this document. The Contractor’s itemized estimates for correcting each deficiency must remain in effect for 90 days after submission of the initial deficiency list report. Deficiencies discovered after the submission of the initial deficiency list report will not be considered pre-existing for purposes of this contract, unless equipment is operational and cannot be secured and inspected. Any piece of equipment or system that cannot be inspected must be highlighted at the beginning of the deficiency list stating why it cannot be secured and inspected. An estimate of when the Contractor reasonably expects to be able to inspect the piece of equipment must be provided.

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When an existing deficiency in an item is corrected, the Contractor must assume full responsibility for the subsequent repair of the item as covered under the terms of this contract at no additional cost to the

Government. Nothing in this existing deficiency inspection/initial deficiency list clause must be construed as diminishing the obligations imposed by this contract upon the Contractor to operate any deficient item

(to the extent operable) or to adjust or maintain any such item.

C.5. STARTUP PHASE/TRANSITION PHASE

C.5.1 Transition Phase Startup

The Contractor must provide 30 day of transition startup services prior to the contract start date to assist transitioning between contractors. The purpose of this phase is to permit a transition that is seamless to the tenants and to assess the condition of the building and incomplete maintenance work at the time of contractor transition. During this period the Contractor must:

1. Develop a new, updated building operating plan.

2. Inspect the condition of all equipment and systems for which the Contractor will assume responsibility.

3. Review work order history and equipment inventory information.

4. Develop the initial deficiency list report, including an itemized estimate for correcting each deficiency as described in section C.4., Existing Deficiency Inspection/Initial Deficiency List.

Not later than the end of the transition startup phase and the concurrent beginning of operations and maintenance services, the Contractor must submit for GSA’s approval:

1. The new building operating plan.

2. The initial deficiency list report, as described elsewhere in this document.

Within the first week of the startup phase the Contractor must submit a schedule and staffing plan for the startup phase. This plan must describe, by week, work to be accomplished. At the end of each week during the startup phase the Contractor must submit a letter report describing work accomplished.

As with other work required under this contract, all work performed during the startup phase must be recorded by the Contractor as work orders in the CMMS (if applicable), to include recording hours of time and costs.

C.6. PHASE OUT TRANSITION PERIOD

Prior to the expiration of this contract or is otherwise terminated, the Contractor must cooperate with the incoming contractor during a phase out period. For planning purposes, the Contractor must assume a phase out period of 30 days.

During this phase out period, the Contractor must assist the COR or designee and incoming contractor for a seamless transition in operations and maintenance with no adverse affect on the building tenants;

provide the successor contractor with access to all records and official documentation (both hard copies and electronic as applicable) required by this contract; provide training to the successor contractor on methods of accessing and programming the building automation system (BAS) and other control systems; and show the successor contractor where all archived programs and systems literature are maintained. On the last performance day of the contract, the Contractor must turn over to the COR or designee all keys and identification badges or cards.

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C.7. PUNCH LIST COMPLETION AND WITHHOLDING OF FINAL PAYMENT

The Government may create a punch list of deficiencies or unmet contractual requirements at or near the time of termination of the contract. The Government may employ the services of another contractor in the development of such punch list and upon completion provide the Contractor with a copy of work not completed, to include the monetary value the Government has assigned for each item. The Government retains sole discretion over whether to charge the Contractor for the monetary value of the punch list in whole or in part or to request corrections by the Contractor. If the

Government elects to request corrections by the Contractor, the Contractor shall have until the end of the contract period to perform such corrections and may invoice for funds withheld on acceptance of the corrections by the Government. Nothing in this section must be construed to limit the Contractor’s liability or restrict the Government from reporting unsatisfactory or problematic performance by the

Contactor.

C.8. GENERAL AND ADMINISTRATIVE REQUIREMENTS

C.8.1 Minimum Staffing and Ability to Contact and Communicate with the COR

The Contractor must provide staff to ensure services are continued without disruption to the Tenant.

The Contractor must ensure employees maintain communications access with the COR to allow contact by the Government at all times during normal working hours and to effectively communicate with Government personnel (See section C.8.2, Communication Equipment).

The Contractor must immediately notify the COR or other designated Government representative of any recognized safety hazard that might severely affect the building occupants.

The onsite technicians must have sufficient skills to immediately respond to a variety of service requests involving multiple trades, including the operation of building control and energy management systems. Operators must be certified where applicable.

Outside of normal working hours, the Contractor must maintain some designated form of communication with on-call staff to allow the Government to contact such on-call staff at any time for emergency response.

The Contractor must provide staff as necessary to meet all requirements of the contract. Personnel must be properly licensed and certified to work on building systems or equipment for which licensed and or certified personnel are required by Federal, State, or local law, codes, or ordinances.

The Contractor must develop and submit to the COR or designee within 30 days of contract award a list of key personnel and emergency contact information (which may include subcontractor contacts, as applicable).

All contract employees, including subcontractor employees, must sign in and out at the beginning and end of their shifts on a log established at each building for security and contract administration purposes.

C.8.2 Communication Equipment

The Contractor must provide key operational personnel (managers, supervisors, and duty mechanics) with portable electronic means to communicate with GSA (and the PBS National Contact Center) for service requests, emergencies, status of projects, etc. Electronic communication methods may include the following:

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1. Text messaging device. The Contractor is responsible for all costs associated with the text messaging device. Examples are two-way pager, cell phone with text messaging, Blackberry, etc.

2. Fax. Receiving and sending faxes is acceptable as a secondary communication method for locations that have problems with wireless device signal strength. However, delaying faxes because of combined usage of voice and fax on the same line is not acceptable.

C.8.3 Onsite Records

The Contractor must ensure that all records required by the contract, or produced in performance of work under the contract, are maintained in an organized manner onsite in electronic format and are made available to the Government when requested. The contractor must receive, maintain and gather data, as well as other materials including records and manuals, related to the support and operation of

Government facilities. The Government retains ownership of all databases, information, and other materials received or developed by the Contractor in support of this contract at all times.

C.8.4 Service Request and Administrative Support

The Contractor must operate a service request and administrative support function during normal working hours, to act as a central point of contact for the Government, to monitor service requests received from the National Call Center, to act as a local point of contact for building occupants, and to track and maintain service request records in the CMMS. This includes service requests for work not under the scope of this contract (i.e., performing a central service request desk function for the facility, regardless of who is responsible for responding to the service request).

C.8.5 Use of CMMS

The Contractor must use the Government furnished CMMS, to include validating and updating the equipment inventory database, including all data fields specified by the COR or designee.