HQ0034-15-R-0136_Amendment_0004.pdf

WHS - ACQUISITION DIRECTORATE

1155 DEFENSE PENTAGON

WASHINGTON DC 20301-1155

SCB060320150931

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of Amendment 0004 is to:

1. Add the revised Commissioning PWS that w as omitted from Amendment 0003.

2. Add the revised Section L that w as omitted from Amendment 0003.

3. Add the revised Section M that w as omitted from Amendment 0003.

POC: Samia Bingham, samia.c.bingham.civ@mail.mil, 703.545.1578

1. CONTRACT ID CODE PAGE OF PAGES

J 1 34

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 06-May-2016

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X HQ0034-15-R-0136

X 9B. DATED (SEE ITEM 11)

04-Apr-2016

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

06-May-2016

CODE

WHS - ACQUISITION DIRECTORATE

1155 DEFENSE PENTAGON

WASHINGTON DC 20301-1155

HQ0034 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

FACILITY CODECODE

EMAIL:TEL:

HQ0034-15-R-0136

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been modified:

COMMISSIONING SERVICES PWS

Section C - Descriptions and Specifications

Performance Work Statement (PWS)

Commissioning Specialist Services

April 21, 2016

1.0 Introduction

1.1 Commissioning (Cx) is the process of achieving, verifying and documenting the performance of building systems in accordance with the design intent and the client’s functional and operational requirements. Cx, in the context of design, construction, renovation, and operations, starts in the pre-design phase and extends through the construction process and into the warranty and post-occupancy periods.

1.2 The Cx process entails developing clear and complete design and operational intent documentation, verifying and documenting proper equipment and system performance, verifying that appropriate operations and maintenance

(O&M) documentation is provided to the building operating staff and ensuring that the building operators are sufficiently trained. During the demolition phase of renovation, Decommissioning (DeCx) ensures an orderly shutdown of systems while maintaining adjacent operations and utilities traversing the renovation zone. After completion of the warranty period, Continual Cx ensures that systems remain in efficient operation. When previously commissioned systems are suspected of poor performance, re-commissioning, using previously developed functional performance tests (FPTs) can verify system operations. On systems installed and accepted without a Cx process, retro-Cx can be implemented to affirm the original design intent and ensure correct operation of systems.

1.3 Cx continues over the facility life cycle and integrates seamlessly with Pentagon Reservation and other DoD facilities master planning, configuration management, sustainability, O&M initiatives such as computerized maintenance management, reliability-centered maintenance, facility condition assessments and post-occupancy evaluations, and design and construction. Building Cx is a team effort requiring cooperation, commitment, and communication by all parties to succeed efficiently and effectively. This contract shall provide commissioning services for all types of building commissioning described above.

1.4 Code Enforcement is the process of achieving, verifying and documenting the compliance of project designs and construction to the WHS Building Code. Code Enforcement starts in the design phase with the contractor’s application for a Building Permit and extends through the construction process until the issuance of a Certificate of

Occupancy. Code enforcement services are required to ensure that codes and standards are implemented at the

Pentagon and at other DoD facilities in the NCR. The tasks included in this Performance Work Statement (PWS) incorporate DoD Unified Facilities Criteria (UFC), Washington Headquarters Services Building Code (WHSBC), Washington Headquarters Services Fire Regulations (WHSFR) and other force protection coordination requirements. WHS’ goal is to ensure that facilities’ systems provide a safe working environment for DoD personnel.

1.5 The Code Enforcement process entails a thorough design review against the criteria listed within the WHS

Building Code, the frequent inspection of construction progress to ensure adherence to the approved design and

WHS Building Code, and the witnessing of any and all testing listed within the WHS Building Code. The code enforcement team will report to FSD’s Contracting Officer’s Representative (COR), but will work closely with the

Office of the Pentagon Fire Marshal’s (OPFM) Code Review and Inspection Group (CRIG), the office responsible for ensuring compliance with the Washington Headquarters Building Code.

2.0 Background

2.1 The Standards and Compliance Division (SCD) of the Facilities Services Directorate (FSD), Washington

Headquarters Services (WHS) is seeking the services of a qualified Cx specialist firm to provide Cx specialist and code enforcement services for several projects. The selected firm may be required to perform Cx and code enforcement activities at the Pentagon, and other DoD facilities in the National Capital Region (NCR) as directed by the Contracting Officer and/or Contracting Officer Representative, which are primarily business occupancies. In addition, the Cx specialist may provide re-commissioning (ReCx) services for renovated areas of the Pentagon.

2.2 Several projects have already been programmed and are into the construction phase. The Cx Specialist may be required to conduct some Cx or ReCx services for these projects.

2.3 The management structure for most projects at the Pentagon is design/build with designs developed and implemented by an Architect/Engineer and Construction Contractor team. The Cx specialist will report to FSD’s

Contracting Officer’s Representative (COR), but will work closely with the Construction Management Division

(CMD), the office responsible for oversight of large construction projects at the Pentagon and other DoD facilities.

3.0 Party Definitions

3.1 Architect / Engineer (A/E) - the prime consultant (architect) and sub-consultants who comprise the design team dealing with mechanical and electrical systems, generally the HVAC mechanical designer/engineer and the electrical designer/engineer. In the design/build approach used at the Pentagon, the A/E is an integral part of the

Design-Build (DB) team.

3.2 Building Operator - The Federal Facilities Division is the building operator at the Pentagon, Leased Facilities

Division is the building operator at the Mark Center, and other DoD building operators will be identified in individual task orders.

3.3 Client - SCD is the client of the Cx Specialist.

3.4 Cx Specialist (CS) - an independent agent, not otherwise associated with the A/E team members or the construction contractor. The CS coordinates Cx during design and construction. The CS reports directly to SCD’s

COR for all Cx activities.

3.5 Cx Authority (CA) - the party assigned to coordinate the Cx activities during the design and construction phases.

This will generally be a CMD representative.

3.6 Contracting Officer’s Representative (COR) - a person designated and authorized in writing by the contracting officer to perform specific technical or administrative functions.

3.7 Construction Manager (CM) - The CMD on-site representative or agent for construction activities associated with a particular project. The construction contractor reports to the CM.

3.8 Design Manager (DM) - The CMD on-site representative or agent for design activities associated with a particular project.

3.9 Design/Build Contractor (DB) - the design/build contractor for the specific project in which Cx activities are being conducted.

3.10 Building Code Official (BCO) - A division, office, or individual designated by the authority having jurisdiction

(AHJ) to serve as a representative for the AHJ. The BCO’s powers and responsibilities are defined and limited within the WHS Building Code.

3.11 Sub Building Code Official (SBCO) - A designated subset of the Building Code Official in a designated area.

3.12 Plan Reviewer – The individual tasked with the responsibility of reviewing the design plans and specifications and ensuring their compliance with the WHS Building Code.

3.13 Inspector – The individual tasked with the responsibility of reviewing and witnessing the construction progress and ensuring its compliance with the WHS Building Code.

4.0 Cx Responsibilities and Qualifications

4.1 Cx Responsibilities and Qualifications

4.1.1 The Cx process is defined in the Washington Headquarters Services (WHS) Master Cx Plan (RFP Section J).

The WHS Master Cx Plan is applicable to all projects. This plan includes an overall perspective of the Cx process and a summary of the Cx responsibilities of all parties for all design and construction phases of a construction project. The responsibilities and tasks of the A/E, CM, DM, COR and DB are included in the Cx Plans, but are not part of the scope of this RFP. Work under this contract will be specifically identified in task orders. A sample task order 0001 for overall Cx support and for O&M documentation and computerized maintenance management support is provided for reference (RFP Section J).

4.1.2 The primary role of the CS is to develop and coordinate the execution of a testing plan and to observe and document performance to determine whether systems are functioning in accordance with the documented design intent and in accordance with the Contract Documents. The CS is not responsible for design concept, design criteria, compliance with codes, design or general construction scheduling, cost estimating, or construction management, although a task order may contain design review for select projects which would include review for code compliance. The CS may assist with problem solving or resolving non-conformance issues or deficiencies, but ultimately these responsibilities reside with the DB. The DB or subcontractors will provide all tools, equipment, specialized testing equipment to perform startup, check-out, analyze operations and functionally test equipment and systems, except for specified testing with portable data-loggers, which shall be supplied and installed by the CS.

4.1.3 The majority of the required expertise for this project must be part of the skill and experience set of the prime firm making the proposal. If the prime firm does not have sufficient skills to commission a specific system, the prime firm shall subcontract with a qualified party to do so. That party’s qualifications shall be included and clearly designated in the response to this RFP. The CS must be fully qualified to commission most of the above listed systems. The CS will be an independent contractor and not an employee or subcontractor of the DB or any subcontractor to the DB on any projects which are currently being executed by CMD, including the A/E. Minimum personnel qualifications are indicated below:

4.1.3.1 Lead Cx Specialist (CS). A lead CS is required. The designated lead CS must be a member of the prime firm and have a SECRET security clearance on the proposal due date. Qualifications are listed in order of importance:

A bachelor’s degree in Engineering is strongly preferred and a professional engineering license is desired, however, other technical training and past Cx and field experience will be considered.

Acted as the principal Cx agent for at least three projects over 250,000 sf.

Extensive experience in the operation and troubleshooting of HVAC systems, energy management control systems, direct digital controls (DDC) and lighting controls systems. Extensive field experience is required. A minimum of five full years in this type of work is required.

Knowledgeable in building O&M and O&M training.

Knowledgeable in test and balance of both air and water systems.

Experienced in energy-efficient equipment design and control strategy optimization.

Direct experience in monitoring and analyzing system operation using energy management control system trending and stand-alone data logging equipment.

Excellent verbal and writing communication skills. Highly organized and able to work with both management and trade contractors.

Experience writing Cx specifications.

Experience with detailed cost estimating and value engineering of DDC controls systems.

Experience with construction project delivery practices, especially Design/Build.

Experience with standard construction phase documentation, e.g., requests for information, change orders, addenda, record drawings as-built drawings and punch lists.

Experience with simultaneously managing multiple projects with different designers, contractors, and owner’s representatives.

Demonstrated ability to electronically track and manage all Cx tasks and flows of information.

4.1.3.2 CS Project Manager. The CS shall provide a designated lead project manager for the Pentagon and other

DoD facilities (this personnel may also be the designated primary lead CS or lead mechanical or electrical engineer).

The CS Project Manager must have a SECRET security clearance on the proposal due date. The designated project manager’s qualifications, listed in order of importance are:

A bachelor’s degree in Engineering is strongly preferred and a professional engineering license is desired, however, other technical training and past Cx and field experience will be considered.

Experience in the design, construction, and/or operation of large projects > 250,000 sf.

Experience in working with the construction management and process protocols of large buildings and projects.

Experience in managing multi-year projects.

4.1.3.3 Lead Mechanical Engineer. The CS shall provide a designated lead mechanical engineer with a bachelor’s degree in Mechanical Engineering. The CS Lead Mechanical Engineer must have a SECRET security clearance on the proposal due date. The designated mechanical engineer’s qualifications, listed in order of importance are:

A professional engineering licensce is desired, however, other technical training and past Cx and field experience will be considered.

Experience in the design, construction, and/or operation of chillers, cooling towers, controls, pumps, fans, air handling equipment, and heat exchangers.

Experience in working with construction management and process protocols of large buildings and

4.1.3.4 Lead Electrical Engineer. The CS shall provide a designated lead electrical engineer with a bachelor’s degree in Electrical Engineering. The Lead Electrical Engineer must have a SECRET security clearance on the proposal due date. The designated electrical engineer’s qualifications, listed in order of importance are:

A professional engineering license is desired, however, other technical training and past Cx and field experience will be considered.

Experienced in the design, construction, and/or operation of power generators, uninterruptible power supplies, and life safety/emergency/mission critical power distribution.

Experienced in working with construction management and process protocols of large buildings and

4.2 Code Enforcement Responsibilities and Qualifications

4.2.1 The Code Enforcement process is defined in the WHS Building Code. The WHS Building Code is applicable to all projects. The code includes an overall perspective of the enforcement process. Work under this contract will be specifically identified in task orders.

4.2.2 The primary role of the code enforcement group is to enforce, document and witness a contractor’s conformance with the requirements set forth in the WHS Building Code. The code enforcement group may assist with problem solving or resolving non-conformance issues or deficiencies, but ultimately these responsibilities reside with the designer and contractor. The DB or subcontractors will provide all tools, equipment, and specialized testing equipment to perform their code required testing.

4.2.3 The majority of the required expertise for this project must be part of the skill and experience set of the prime firm making the proposal. If the prime firm does not have sufficient skills to enforce code requirements, the prime firm shall subcontract with a qualified party to do so. That party’s qualifications shall be included and clearly designated in the response to this RFP. The Code Enforcement team will be an independent contractor and not an employee or subcontractor of the DB or any subcontractor to the DB on any projects which are currently being executed by CMD, including the A/E. Minimum personnel qualifications are indicated below:

4.2.3.1 Mechanical/Plumbing Plan Reviewer. The firm shall provide a mechanical/plumbing plan reviewer with a bachelor’s degree from an Accreditation Board for Engineering Technology (ABET) or equivalent accredited university or college with a degree in Mechanical Engineering. The mechanical/plumbing plan reviewer’s qualifications, listed in order of importance are:

A professional engineering license is desired.

Certified through the International Code Council.

At least 6 years of experience in the design, construction, and/or operation of chillers, cooling towers, controls, pumps, fans, air handling equipment, and heat exchangers.

Experience with the Unified Facilities Criteria and the Unified Facilities Guide Specs

An understanding and awareness of American Society of Heating, Refrigeration, and Air Conditioning

Engineers (ASHRAE) standards and a history of applying them.

4.2.3.2 Mechanical/Plumbing Inspector. The firm shall provide a mechanical/plumbing inspector. The mechanical inspector’s qualifications, listed in order of importance are:

At least 10 years of experience in the construction, and/or operation of chillers, cooling towers, controls, pumps, fans, air handling equipment, and heat exchangers.

Experience with the Unified Facilities Criteria and the Unified Facilities Guide Specs

4.2.3.3 Electrical Plan Reviewer. The firm shall provide an electrical plan reviewer with a bachelor’s degree from an

ABET or equivalent accredited university or college with a degree in Electrical Engineering. The electrical plan reviewer’s qualifications, listed in order of importance are:

At least 6 years of experience in the design, construction, and/or operation of power generators, uninterruptible power supplies and life safety/emergency/mission critical power distribution.

4.2.3.4 Electrical Inspector. The firm shall provide an electrical inspector. The electrical inspector’s qualifications, listed in order of importance are:

At least 10 years of experience in the construction, and/or operation of power generators, uninterruptible power supplies, and life safety/emergency/mission critical power distribution.

4.2.3.5 Civil/Structural Plan Reviewer. The firm shall provide a civil/structural plan reviewer with a bachelor’s degree in Civil Engineering from an ABET or equivalent accredited university or college. The civil/structural plan reviewer’s qualifications, listed in order of importance are:

At least 6 years of experience in the design, construction and/or operation of facilities.

4.2.3.6 Civil/Structural Inspector. The firm shall provide a civil/structural inspector. The civil/structural inspector’s

At least 10 years of experience in the construction and/or operation of facilities.

4.2.3.7 Architectural Plan Reviewer. The firm shall provide an architectural plan reviewer with a bachelor’s degree in Architecture. The architectural plan reviewer’s qualifications, listed in order of importance are:

An Architectural registration is desired..

At least 6 years of experience in the design, construction and/or operation of facilities.

Certified through the International Code Council.

A familiarity and history of the application of Architectural Barriers Act (ABA) guidelines.

Expertise in vertical transportation requirements and testing.

Expertise in modern envelope design and construction requirements.

4.2.3.8 Architectural Inspector. The firm shall provide an architectural inspector. The architectural inspector’s

A familiarity and history of the application of ABA guidelines.

Expertise in vertical transportation requirements and testing.

Expertise in modern envelope design and construction requirements.

At least 10 years of experience in the construction, and/or operation of facilities.

4.3. Key Personnel.

4.3.1 Contractor is advised that the Government must approve any changes in key personnel during the period of contract performance and this request must be placed in writing. The Key Personnel resumes must demonstrate adequate training, experience and education to perform tasks required of this contract. The Contracting Officer shall approve any changes in personnel from those identified in offeror’s proposal. The Contracting Officer shall approve personnel changes based on a review of the contract requirements and a review of resumes of individuals being substituted. Key Personnel for this contract include:

Commissioning:

1. Lead Commissioning Specialist

2. Commissioning Specialist Project Manager

3. Lead Mechanical Engineer

4. Lead Electrical Engineer.

Code Enforcement:

5. Mechanical/Plumbing Plan Reviewer

6. Electrical Plan Reviewer

7. Civil/Structural Plan Reviewer

8. Architectural Plan Reviewer

9. Mechanical/Plumbing Inspector

10. Electrical Inspector

11. Civil/Structural Inspector

12. Architectural Inspector

5.0 Scope of Work

5.1 The Government is committed to Cx facilities to verify that all systems are complete and functioning properly prior to occupancy. The Government is also committed to providing facility staff with adequate systems documentation and training to sustain proper operation throughout the life of the new systems. For this contract, the

CS will systematically document specified components and systems that have been installed and started up properly, and then functionally tested to verify and document proper operation through all modes and conditions. In addition, the CS will verify Government personnel training and review final O&M projects/documents for completeness.

5.2 The following is a summary of the Cx process, which the Government intends to have implemented through this contract and others. The offeror is free to suggest changes and improvements to this process. However, for proposal evaluation the following is a summary of the Cx process, which the Government intends to have implemented through this contract and others. The offeror is free to suggest changes and improvements to this process. However, for proposal evaluation the Cx process will be assumed based on the CS’ responsibilities as summarized below in the project phases:

5.2.1 Programming and Conceptual Development Phase

Provide guidance on incorporation of Cx concepts into programming and conceptual development of projects and review of those documents associated with this phase

Prepare Draft Cx Plan based on WHS Master Cx Plan and individual project requirements; typically accomplished prior to award of a DB contract.

Participate in the selection of the DB.

5.2.2 Schematic Design and Design Development Phase

Prepare Final Cx Plan based on individual project requirements

Coordinate the Cx work as specified by task order

Perform focused design review during design development (described in Exhibit 1)

Assist design team members in developing their portions of the Owner’s Performance Requirements (OPR) document

Recommend approval of contractor submissions

Develop Draft Cx Specification Sections to be used by DB in Construction Document Phase.

5.2.3 Construction Documents Phase

Coordinate the Cx work as specified by task order

Perform a focused review of the drawings and specifications at each step of development process (usually

35%, 65% and 95% complete) (described in Exhibit 1)

Assist, review and approve the development of the OPR and operating parameters documentation by all design team members

After the 65% review, gather and review the proposed control sequences and interlocks and work with DB until sufficient clarity has been obtained, in writing, to be able to write detailed testing procedures

Facilitate the definition of and help the DB specify O&M training requirements for the systems being commissioned

Facilitate the definition of and help the DB specify contents, format, and acceptance criteria for the O&M manuals

Develop Final Cx Specification Sections to be used by A/E in construction documents. Specification sections shall include Preliminary FPT procedures for each system to be tested, documenting detailed test steps, acceptance criteria and level of rigor. Also included in the specification shall be Preliminary Pre-functional Checklists (PCs) corresponding to each FPT. The CS shall develop PCs.

Have the Cx specifications approved by the design team, through the DM and included in the DB construction specifications

Ensure additional Cx requirements are provided for inclusion into construction documents.

5.2.4 Construction and Acceptance Phase

Coordinate or assist in coordinating the Cx activities in a logical, sequential and efficient manner using consistent protocols and forms, centralized documentation, clear and regular communications and consultations with all necessary parties, frequently updated timelines and schedules and technical expertise

Coordinate the Cx work and, with the DB and CM, verify that Cx activities are being scheduled into the master schedule

Revise, as necessary, the project Cx Plan to reflect changes in processes, systems, and personnel

Plan and conduct a Cx kickoff meeting as requested by DM or CM

Request and review additional information required to perform Cx tasks, including O&M materials, contractor start-up and checkout procedures, request for information, change orders, architectural supplemental instructions, etc.

Review and recommend approval of normal Contractor submittals applicable to systems being commissioned for compliance with Cx needs, concurrent with the A/E reviews

Oversee the DB’s development of enhanced start-up and initial systems checkout plan

When required by task order, provide equipment labeling

Perform site visits, as necessary, to observe component and system installations. Attend selected planning and job-site meetings to obtain information on construction progress

Review construction meeting minutes for revisions/substitutions relating to the Cx process. Assist in resolving any discrepancies

Witness all or part of the HVAC piping test and flushing procedures and ductwork testing and cleaning procedures, sufficient to be confident that proper procedures were followed, document testing and include documentation in O&M manuals; notify CM of any deficiencies in results or procedures

Witness all or part of the electrical system testing procedures

Review and recommend approval of PC completion by reviewing PC reports or by direct site observation and review and recommend approval of systems startup by reviewing start-up reports and by selected site observation

Review testing, adjusting, and balancing (TAB) execution plan

Oversee sufficient functional testing of the control system and approve it for use by TAB, before TAB is executed

Recommend approval of air and water systems balancing by spot testing and by reviewing completed reports and by selected site observation

With necessary assistance and review from installing contractors, write the Final FPT procedures for equipment and systems being commissioned; this may include energy management control system trending, stand-alone data-logger monitoring or manual functional testing. Submit to DB and CM for comments.

Analyze any functional performance trend logs and monitoring data to verify performance

Coordinate, witness, and recommend approval of FPT performed by installing contractors. The functional testing shall include operating the system and components through each of the written sequences of operation and other significant modes and sequences, including startup, shutdown, unoccupied mode, manual mode, staging, miscellaneous alarms, power failure, security alarm when impacted and interlocks with other systems or equipment. Sensor and actuator calibration shall be spot checked by the CS during functional testing. Tests on respective HVAC equipment shall be executed during both the heating and cooling season. However, some overwriting of control values to simulate conditions may be allowed, if used judiciously. Central plant operation shall have its efficiency bench-marked for later use by operations staff.

Coordinate retesting of the functional performance procedures until satisfactory performance is achieved

Maintain a master deficiency and resolution log and a separate testing record. Provide to the DB and CM written progress reports and test results with recommended actions.

Witness performance testing of smoke control systems by others and all other Government contracted tests or tests by manufacturer’s personnel over which the CS may not have direct control. Document this testing and include in Cx Record in documentation in O&M manuals.

Review equipment warranties to verify that the Government’s responsibilities are clearly defined

Oversee and recommend approval of the training of the Government’s operating personnel

When required by task order, provide training for operating personnel

Compile and maintain a Cx record and building systems book(s)

Review and recommend approval of O&M manuals

Provide a final Cx report to the COR

Assist in the development of a preventative maintenance plan, a detailed operating plan or an energy and resource management plan

Regularly review the field record drawing “red-lines” prepared by the contractors. Field verify O&M related red-lines (valve locations, access panels, etc.) in detail and the general equipment locations and distribution system routing on a spot-check basis.

Ensures that deferred and seasonal testing and performance evaluation is conducted, as specified or required

Assist in ensuring that CM to has provided additional Cx requirements COR prior to recommending acceptance of Cx.

5.2.5 Warranty Period

Coordinate and supervise required seasonal or deferred testing and deficiency corrections and provide the final testing documentation for the Cx record and O&M manuals

Return to the site at 10 months into the 12-month warranty period and review with facility staff the current building operation and the condition of outstanding issues related to the original and seasonal Cx. Also interview facility staff and identify problems or concerns they have with operating the building as originally intended. Make suggestions for improvements and for recording these changes in the O&M manuals. Identify areas that may come under warranty or under the original construction contract. Assist facility staff in developing reports and documents and requests for services to remedy outstanding problems.

Assist in the development of a preventative maintenance plan, a detailed operating plan or an energy and resource management plan.

NOTE: The above responsibilities are intended to give the CS an overview of responsibilities. It is not to imply that all responsibilities indicated will be executed for each task order. All or part of these responsibilities may be specified in a task order. It is also noted that coordination will be required with several third party vendors-Other

Government Contractors (OGC), such as Johnson Controls and contractors hired by other agencies or offices, to accomplish some aspects of the Cx services.

5.3 Additional Cx Requirements

5.3.1 Technical Library: All data collected for the technical library shall be collected in an electronic format compatible with Maximo™ and the Pentagon’s Facility Information Management System (FIMS) (Tririga

TM

) (and electronic data standards established by the FSD. Construction Specification Sections govern the development of

System Operation and Maintenance Manuals (SOMMs) that are utilized to compile standard operating procedures, safety procedures, and information needed to develop a preventive maintenance program. The FFD Electronic

Facilities Information Center (e-FIC) is the Document Repository and takes receipt of and disseminates Technical

Library materials provided through the FSD organization. At a minimum, the technical library shall contain the following information:

Drawings - Copies of all construction drawings and specifications including as-built drawings.

Vendor manuals - Copies of all vendor operating and maintenance instructions.

Test Reports - All test reports and copies of all notes from observance reports, filed with each piece of equipment. Documentation should include equipment-specific information, such as any maintenance performed or necessary during construction, and operation on any consumables used such as lubricants, fuel, and filters.

Occupant needs - Copies of any letters or documentation addressing individual occupant needs that are special and may not be included in the specifications and drawings. Included should be any occupant requests for design changes that could not be accommodated during construction or were unjustified at that time.

Contractor List - A complete list of all contractors and subcontractors, with names of contacts at each business and phone numbers of each contact. A contact for emergency services should also be included.

Warranty documentation - A complete list of all equipment and system warranty information. Included should be warranty certificates, vendor letters, and contracts, with clear definitions of when warranty periods begin and end. This file should include all service agreements contracted, agreed to, or proposed by the vendor.

Spare Parts - A complete list of all recommended spare parts by equipment title. Spare parts should be fully identified, including part numbers and substitute parts that may be used. This file should also identify what spare parts are to be kept on site and where additional parts may be obtained, including names and phone numbers of vendors.

Procedures - A complete list of any required operating or maintenance procedures identified by each piece of equipment. Final copies of any operating and maintenance reports also should be included in this file.

All data collected for the technical library shall be collected in an electronic format compatible with

Maximo™ and the Pentagon’s FIMS.

5.3.2 Assist DB in documenting design intent for the project, through examples and review of DB submittals.

5.3.3 During construction each piece of equipment is inspected, inventoried, and given a unique number in the inventory system (based on the Pentagon equipment naming convention) by the DB. The equipment can then be traced from the specifications to the drawings, to the library, and to the history file by using common nomenclature and numbering system. The number is placed in a standard operating procedure, which includes the location of the manufacturers’ manuals, normal operating parameters, maintenance procedures, safety practices, emergency procedures, and other related information. The inventory system shall be submitted to FFD after completion in a form compatible with Maximo™ and the Pentagon’s Facility Data Management System. When required by task order, the CS shall provide equipment inventory and/or labeling.

5.3.4 The CS and DRC shall review and make recommendations for approval regarding development and delivery of Technical Library materials in the required electronic format.

5.3.5 The CS shall coordinate with the Enterprise Information and Technology Management Directorate (EITMD) regarding the requirements for the Computerized Maintenance Management System (CMMS) software Maximo™ and the development of a proactive Preventive Maintenance program.

5.3.6 The CS shall work with FSD engineering, operations, and maintenance staff to establish a continuous Cx program for newly renovated or constructed space. This may also include retro-Cx of equipment and systems installed prior to implementation of the Pentagon Cx Program. Using the EM&CS to establish performance trends and prior FPT results, the CS will support identification of candidate equipment and systems for re-commissioning.

The CS will coordinate re-commissioning FPTs with maintenance staff.

5.3.7 The CS shall provide design reviews for operability, maintainability, and sustainability and, if tasked, shall provide technical review and analysis.

5.3.8 The CS, if tasked, shall provide systems training on complex mission/life safety systems at the Pentagon, e.g., mission critical power distribution, emergency notification and evacuation procedures.

5.3.9 The CS, if tasked, shall provide document management support to the FFD Facilities Configuration

Management Branch (FCMB) for the Government’s design and construction document system. FCMB utilizes a robust document control software system, QuiCx tm by Chinook Systems, Inc., to support FSD construction document control. This system provides for tracking of when contract submission documents are due throughout the life of a design-build project from pre-design through project close-out and acceptance and provides the ability to link documents, comments, and submission status electronically. The Cx contractor shall use the QuiCx system and provide yearly licensing and user accounts defined in individual task orders. Pricing is available at:

https://www.gsaadvantage.gov/ref_text/GS21F0019X/0OSBC0.37P2JV_GS-21F-

0019X_FINALCHINOOKGSAPRICELISTOPTIONAUGUST2015.PDF

5.4 Code Enforcement Requirements: The requirements associated with code enforcement include but is not limited to performing surveys of existing areas and facilities, conducting inspections for the Pentagon Reservation and WHS leased facilities, executing the WHS Building Permit Program, conducting plan reviews, witnessing code required testing, assisting in code development and implementation, and executing small systems designs. All work will be performed in coordination with the Office of the Pentagon Fire Marshal (OPFM), Code Review and Inspection

Group (CRIG) Sub-Building Code Official and/or the Building Code Official.

The contractor shall provide code enforcement services support that continuously improves the effectiveness and efficiency of the FSD code enforcement program. The Contractor shall use the following codes, standards, and technical documents as a basis for their engineering and inspection services:

• Washington Headquarters Services Building Code (WHSBC). The most updated code can be found at:

https://www.wbdg.org/ccb/browse_cat.php?c=274672778

• Unified Facilities Criteria (UFC) – General Building Requirements, UFC 1-200-01

• International Code Council (ICC) I-Codes

• National Fire Protection Association (NFPA) National Fire Codes

• Building Officials and Code Administrators (BOCA) National Building Codes

• Architectural Barriers Act (ABA)

• American Society of Mechanical Engineers (ASME) Safety Code for Elevators ASME 17.1

The contractor shall use the appropriate edition of the code based on the specific project requirements. Tasks include the following:

5.4.1 Conduct Code Compliance Inspections and Corrective Action Follow-up: The Inspector shall provide basic inspections relative to their discipline of all projects for which a building permit has been issued to ensure conformance with the approved design and the WHS Building Code.

The Inspector shall use the WHS Building Code to document all violations identified during the inspection. Code references should be included for each violation; and photographic documentation shall be provided to clarify a condition or violation. The Inspector shall populate a living log of all deficiencies noted throughout the course of a project. The log shall include, among other things, date issue generated, the feature with issue, issue description, dated response to issue, issue status, dated updates, dated resolution, and responsible party. The deficiency photographs shall be indexed to the issue within the deficiency log. The deficiency log shall be owned by the Sub-code official.

The inspector shall document, through photographs, features of work behind walls and above ceilings relevant to their discipline, after the work has been completed, but before close in. These photographs shall be incorporated into a project master PDF file that catalogs each photo to its location on the final construction as-built.

https://www.gsaadvantage.gov/ref_text/GS21F0019X/0OSBC0.37P2JV_GS-21F-0019X_FINALCHINOOKGSAPRICELISTOPTIONAUGUST2015.PDF https://www.gsaadvantage.gov/ref_text/GS21F0019X/0OSBC0.37P2JV_GS-21F-0019X_FINALCHINOOKGSAPRICELISTOPTIONAUGUST2015.PDF https://www.wbdg.org/ccb/browse_cat.php?c=274672778

The inspector shall provide a weekly briefing to the Sub-code official as to the status of various project’s deficiencies.

The inspector is responsible for providing all administrative services required to run the inspection program including populating the deficiency database, cataloging deficiency photographs, maintaining inspection files, maintaining/creating inspection and re-inspections schedules and notifications in accordance with the Building Code

Official’s instructions, updating issue status accordingly, and coordinating re-inspections.

5.4.2 Monitor Code Compliance Testing: The Inspector shall be present for all code compliance testing. The contractor shall document tests for required compliance, and identify non-compliance citing appropriate code.

The Inspector shall document the results of each test on the most up to date version of the relevant project drawing.

If the contractors work is not accurately reflected on the drawing the inspector will redline the drawing to match the field conditions. The Inspector shall differentiate the features that have passed and failed, provide a description of the failure, relevant test information, and notes on the drawing. Upon completion of said testing the drawing shall be signed off on by the responsible Sub, the General Contractor, PM, and Inspector 1 business day after completion of the test.

Any issues uncovered during compliance testing shall be noted in the deficiency log and presented during the weekly progress briefing with the sub code official.

5.4.3 Support the Development and Updating of the WHS Building Code: The code enforcement team shall provide impact analysis on the updates to the referenced codes and standards contained within the WHS building Code referenced codes and additions, changes, and updates to building operations for WHS managed facilities.

5.4.4 Plan Review: The Plan Reviewer shall provide design reviews which evaluate whether the designer has met the requirements of the WHS Building Code. The Design Review shall incorporate among other things a review of the project drawings, specifications, submittals, and plans.

The Plan Reviewer shall utilize current governmental project submittal/review systems (QuiCx, Design Review

Account, or similar based on project use) to review drawings and submittals, document design review comments and inspections, and document the project to completion. Comments shall be tracked in the appropriate comment review system for each project (QuiCx, Dr. Checks, spreadsheets, etc.).

5.4.5 Design Assistance Services: Under the direction of a Government Building Code Official, the contractor shall provide limited design support (i.e. drawings from engineer sketches, calculations, etc.) suitable for review and sign/seal by a Government engineer.

5.5 Tasks: The offeror is free to suggest changes and improvements to the scope of services. However, for this proposal the CS firm shall perform the tasks listed in Paragraph 5.0.

6.0 Assumptions: It is assumed that the DB will provide adequate written design intent, basis of design and full sequences of operation for all equipment and systems for the O&M manuals and for the CS to use in writing

FPTs. It is also assumed that the contractors will execute the functional testing of equipment, coordinated and documented by the CS, using forms provided by the CS. During design and construction phases, it is assumed that DM and CM shall work with CS to ensure that the CS is made aware of bid addenda, requests for information (RFIs) and other changes that will inevitably occur during and project

7.0 Systems To Be Commissioned: The following systems, including all components and controls, will be commissioned:

Central building automation systems, e.g., Energy Management & Control System (EM&CS), including linkages to remote monitoring and control sites (this excludes any security-related control systems or interlocks).

All equipment of the heating, ventilating and air conditioning systems

Refrigeration systems

Life safety systems (fire alarm, smoke control systems, fire protection)- Contractor commissioning effort generally limited to coordination with and reporting of OPFM fire protection services support contractor commissioning results.

Domestic and process water pumping systems

Emergency power and uninterruptible power supply (UPS) systems

Lighting control systems

Electrical systems

Various special equipment systems, such as pneumatic tube systems

Special Construction (Division 14)

8.0 Site Conditions

8.1 CS Use of Premises

8.1.1 General: The CS shall limit his use of the premises to the work indicated in the scope of work.

8.1.2 Use of the Site: Confine operations at the site to the areas permitted under the Task Order. Conform to site rules and regulations affecting the work while engaged in Cx activities.

8.1.3 CS Office Space: The Government shall provide an office area for the CS firm for at least four (4) full time personnel (approximately 300 square feet). The location of the office space shall be at the Government’s discretion and the location of the office space may be changed at any time, as required by the Government’s needs and operational considerations. The office space provided by the Government is for personnel associated with the CS’s performance of this contract, and the CS shall not conduct business for any client other than the Federal Facilities

Division from this space. The Government shall provide electrical services for this office space for normal office equipment. Any additional electrical services or alterations to the space shall be at the CS’s expense and shall be installed only after Contracting Officer and Contracting Officer’s Representative written approval. The Government may provide computers connected to the Government’s network only at the Government’s discretion. The CS may use Government facsimile and copy machines for work associated only with this contract. The CS shall provide all other equipment and services necessary for operation and administration of this contract at CS’s expense, including telephone service. A joint inspection by the Contracting Officer, Contracting Officer’s Representative and the CS firm of the Government owned office space should be conducted prior to CS firm occupancy. After completion of contract, CS firm shall return office space to original condition, as noted in the joint inspection report.

8.2 Working Hours: Normal working hours shall mean 7 a.m. to 5 p.m., Monday through Friday, Government holidays and weekends excluded. Testing may be conducted on nights and weekends.

8.3 Identification of Employees: Each employee assigned to this contract by the CS and subcontractors shall display at all times, while on the project site, a security badge as prescribed and furnished by the Government.