IFB_250200__Exhibit_A_SOW.pdf

IFB 250200

EXHIBIT A

SCOPE OF WORK

HVAC DUCT CLEANING MAINTENANCE, SERVICE, AND REPAIRS

1.0 BACKGROUND

The Orange County Transportation Authority (OCTA) requires professional HVAC system air duct cleaning services on an as-needed basis for OCTA maintenance and operations facilities. Services shall include the cleaning of air handling units, associated supply and return air ducts, registers, grilles, and related HVAC components. Contractor shall furnish all labor, supervision, materials, tools, equipment, and incidentals necessary to provide a complete, compliant, and operational service.

2.0 GENERAL REQUIREMENTS

Contractor shall have demonstrated experience in commercial HVAC system cleaning.

All work shall be performed in accordance with applicable federal, state, and local laws, regulations, and codes, including standards established by the National Air Duct Cleaners Association (NADCA) and the California Division of Occupational Safety and Health (Cal/OSHA). OCTA shall coordinate scheduling and notify building occupants as required.

Contractor shall coordinate access with OCTA staff and shall protect furnishings, equipment, and adjacent work areas. Any deficiencies, damage, or mechanical issues discovered during the performance of work shall be documented and reported in writing to OCTA’s Representative. OCTA will provide replacement air filters, as-needed, which Contractor shall install upon completion of cleaning services.

3.0 LICENSE, CERTIFICATION, AND EXPERIENCE REQUIREMENTS

Contractor shall possess and maintain a valid and current California State Contractor’s License (C-20) for the duration of the contract. Contractor shall be properly registered with the California Department of Industrial Relations (DIR) and comply with all applicable registration and reporting requirements. Contractor personnel shall be trained and qualified in commercial HVAC system cleaning and familiar with NADCA standards.

Contractor shall obtain all permits, licenses, approvals, and authorizations necessary to lawfully perform the work.

4.0 PREVAILING WAGE REQUIREMENTS

This contract is subject to the Davis-Bacon Act (40 U.S.C. 3141–3148), U.S. Department of Labor regulations (29 CFR Part 5), and the California Labor Code Section 1770 et seq.

Contractor shall pay not less than the highest applicable prevailing wage rate and comply with all certified payroll, reporting, and compliance monitoring requirements enforced by the California Department of Industrial Relations and the Compliance Monitoring Unit

(CMU).

5.0 SAFETY TRAINING

Contractor shall comply with all applicable Cal/OSHA regulations and OCTA safety requirements. Contractor shall ensure personnel are properly trained in hazard awareness, safe use of tools and equipment, handling of cleaning agents and biocides, and any other safety procedures applicable to the work. Contractor shall provide all required personal protective equipment and maintain a safe work environment at all times.

OCTA shall provide mandatory OC Streetcar Roadway Worker Program training for Contractor field personnel assigned to work near OC Streetcar facilities, tracks, or overhead contact systems. Contractor personnel must complete the training and renew it annually. Work in these areas shall not commence until training is successfully completed or a safety-trained OCTA escort is provided. Outlined in Appendix A – OC Streetcar Yard & Maintenance Storage Facility Safety Awareness Guide.

6.0 HVAC SYSTEM CLEANING REQUIREMENTS

6.1 GENERAL CLEANING METHODOLOGY

• HVAC systems shall be cleaned using industry-approved methods.

• Brushing and vacuuming shall be performed using HEPA-filtered equipment.

• All interior and exterior accessible surfaces shall be thoroughly cleaned.

6.2 AIR HANDLING UNITS

Contractor shall, as applicable:

• Clean condenser and evaporator coils using approved coil-cleaning solutions and pressure washing using manufacturer-recommended pressures not to exceed levels that may damage coil fins or internal components.

• Clean condensate pans and inspect/ clean condensate drains.

• Clean supply blowers, housings, and internal components using paint-safe detergents.

• Sanitize internal components using EPA-registered biocide.

• Clean dampers, racks, screens, and related components.

• Replace unsalvageable fiberglass liners; repair minor tears; encapsulate remaining liners.

• Remove loose rust from interior metal surfaces.

• Clean outside air intakes, louvers, and screens.

• Remove, wash, and reinstall grilles, registers, and diffusers.

6.3 DUCTWORK CLEANING

• Provide access to openings in rigid ducts as required.

• Disconnect and clean flexible ducts; cut longer duct runs as necessary.

• Brush and vacuum all interior duct surfaces using HEPA-filtered equipment.

• Clean turning vanes and dampers; return dampers to original settings.

• Repair liner damage and encapsulate fiberglass liners.

• Seal access openings with galvanized sheet metal panels and duct sealer.

• Reconnect flexible ducts to ensure airtight seals.

• Clean exposed exterior duct surfaces.

7.0 EXTENT OF WORK AND SCHEDULING

Contractor shall perform HVAC system cleaning services on an as-needed, time-and-materials basis, with work scheduled by HVAC system or building in coordination with OCTA staff and performed in a manner that minimizes disruption to OCTA operations.

Contractor shall cooperate fully with OCTA to coordinate access, sequencing, and space requirements. Upon request for service, Contractor shall provide estimated schedules and sequencing of work activities. Unless otherwise authorized by OCTA, all work shall be performed after hours, generally between 3:00 p.m. and 5:00 a.m.

7.1 PROJECT-SPECIFIC JOB WALKS AND ESTIMATES

For each HVAC duct cleaning task issued under this as-needed Contract, OCTA may coordinate a job walk with Contractor, as applicable. Following the job walk and prior to performing any work, Contractor shall submit a project-specific estimate for OCTA review and approval. At a minimum, each estimate shall include the following:

• Anticipated duration of the work and estimated project schedule.

• Number of personnel proposed, including estimated labor hours and labor classification for each (e.g., Journeyman, Apprentice, Laborer).

• Proposed dates and times during which the cleaning will be performed.

• Description of the work activities to be performed.

• Identification of whether access openings will be required to be cut into the ductwork or whether existing access points will be utilized.

• Identification of whether the HVAC system will need to be placed in test mode to prevent activation of fire alarm systems (Facilities will assist with coordination, as required).

• Description of vehicles proposed to be brought onto OCTA property and identification of any temporary placement of a small trailer for tools and materials, if required; and

• Any other information reasonably necessary to evaluate the proposed work.

8.0 NO GUARANTEED MINIMUM

OCTA makes no representation or guarantee as to the quantity of work to be performed under this contract. OCTA reserves the right to issue work requests on an as-needed basis, and Contractor acknowledges that there is no guaranteed minimum amount of work or compensation under this contract.

9.0 DAMAGES AND REPAIRS

Contractor shall be responsible for all damage to buildings, pavement, landscaping, equipment, or other property resulting from Contractor’s operations. Contractor shall repair or replace damaged items at no additional cost to OCTA.

10.0 WORK AREA AND FINAL CLEANUP

Contractor shall keep work areas free of debris and waste materials on a daily basis. All waste shall be removed and disposed of at approved facilities at Contractor’s expense.

Upon completion of work, all areas shall be left clean, orderly, and in a presentable condition.

11.0 FINAL INSPECTION AND ACCEPTANCE

OCTA reserves the right to inspect the work at any time during performance. Inspection shall not relieve Contractor of responsibility for compliance with contract requirements.

Upon completion of services, Contractor shall request final inspection by OCTA. Final acceptance shall be contingent upon OCTA verification that the work has been completed in accordance with contract requirements. Contractor shall complete a Verification of Work Form (Attachment A) for each task performed. Failure to comply with these requirements may result in delayed or denied payment.

12.0 WARRANTY

Contractor shall warrant all work for a period of one (1) year from the date of OCTA acceptance. Contractor shall correct any defects or deficiencies and any resulting damage at no cost to OCTA. Warranty coverage for repaired or replaced work shall extend one (1) year from the date of correction.

13.0 LOCATIONS

Services may be requested at the following OCTA facilities:

• Anaheim Base - Operations, Maintenance, and Support Buildings 1717 East Via Burton Anaheim, CA 92806

• Garden Grove Base - Operations and Annex 11800 Woodbury Road Garden Grove, CA 92843

• Garden Grove Base - Maintenance and Support Buildings 11790 Cardinal Circle

• Garden Grove Base - Warehouse and

OCTAP

11911 Woodbury Road

• Irvine Construction Circle Base - Operations, Maintenance, and Support Buildings 16281 Construction Circle West Irvine, CA 92606

• Irvine Sand Canyon Base - Operations 6671 Marine Way Irvine, CA 92618

• Irvine Sand Canyon Base - Maintenance and Support Buildings 14736 Sand Canyon Road Irvine, CA 92618

• Santa Ana Base 4301 W. MacArthur Boulevard Santa Ana, CA 92704

• OC Streetcar Maintenance & Storage Facility 2008 W. 5th Street Santa Ana, CA 92703

VERIFICATION OF WORK

Facilities Maintenance Contractors

OP-MNT-009.docm (02/24/2025) Page 1 of 1

Administration Building (Orange) Date:

Anaheim (Base 6) Time In:

Garden Grove (Base 4) Time Out:

Irvine Sand Canyon (Base 7)

Irvine Construction Circle (Base 2)

Santa Ana (Base 1)

Brea Park & Ride OCTA WO #:

Fullerton Park & Ride

Fullerton Transportation Center

Goldenwest Transportation Center

Laguna Hills Transportation Center

OC Streetcar Maintenance Storage Facility

Tustin Transportation Center

Newport Beach Transportation Center

Name of Contract:

Description of Work:

This is to verify that persons were on duty this date and that all services, as called Number for in the contract were actually performed.

Signed:

Contractor’s Representative

Verified:

OCTA’s Representative

IFB 250200

Attachment A

OC STREETCAR YARD

& MAINTENANCE

STORAGE FACILITY

SAFETY AWARENESS GUIDE

EMERGENCY RESPONSE

Dial 911 for life-threatening emergencies and immediately contact

OCC.

Follow evacuation routes to designated Assembly Areas.

Report all incidents, injuries, and near-misses immediately to OCC.

2008 W. 5 Street, Santa Ana, CA 92703th

Operations Control Center (OCC)

(888) 560-5050

REQUIREMENTS

Requires prior authorization and may only occur under approved conditions.

Unauthorized access to tracks is strictly prohibited.

T R A C K A C C E S S

Anyone performing work within 6 ft of the track or 10 ft of overhead powerlines/equipment must receive training and authorization.

R O A D W A Y W O R K E R P R O T E C T I O N ( R W P )

Yard: Orange hi-visibility vest, closed toe shoes.

Maintenance Shop: ASTM F2413 EH rated safety shoes, orange hi-visibility vests, and clear safety glasses with side shields.

P P E

All personnel, visitors, vendors, and contractors must sign in at the front entrance security desk upon arrival.

Employees and contractors must display their OCTA issued badge.

All work performed by contractors or vendors must be coordinated and planned through the Operations Control Center (OCC) and a designated site supervisor/project manager.

S E C U R I T Y & C H E C K - I N

IFB 250200

APPENDIX A

SAFETY

PRINCIPLES

Unsafe acts may lead to immediate site removal.

Pits/Elevated Work: Always keep safety gates and railings in place.

Never leave openings unprotected.

Jacks/Lifts, Cranes/Rigging: Only to be used by authorized, trained individuals. Do not walk under a raised load, or through barricaded/restricted area(s).

S H O P S A F E T Y

Treat all overhead wires, contact systems, and electrical equipment as energized unless verified and grounded by qualified personnel.

Stay 10 ft away from overhead power lines unless authorized, qualified, and protected.

Only trained staff may de-energize, re-energize, test, or apply safety devices to any electrified system.

E L E C T R I C A L & O V E R H E A D P O W E R H A Z A R D S

Do not drive vehicles past parking area without permission from OCC.

Park only in designated parking spots.

Keep a safe distance from moving vehicles and never drive between streetcars unless permitted by OCC.

M O T O R V E H I C L E S A F E T Y

Specialty Work Includes:

Hot Work, Confined Space, Chemicals/Spills Response, LOTO/Control of Hazardous Energy, etc.

ALL SPECIALITY WORK MUST BE

PERFORMED BY QUALIFIED

INDIVIDUALS WITH PRIOR

AUTHORIZATION FROM OCC.

Specialty Work Includes:

Hot Work, Confined Space, Chemicals/Spills Response, LOTO/Control of Hazardous Energy, etc.

ALL SPECIALITY WORK MUST BE

PERFORMED BY QUALIFIED

INDIVIDUALS WITH PRIOR

AUTHORIZATION FROM OCC.

No job should be performed unsafely.

S A F E T Y I S A C O R E V A L U E

Notify a supervisor or manager.

R E P O R T H A Z A R D S

Anyone can stop work if an unsafe condition or behavior is observed.

S T O P W O R K A U T H O R I T Y

YARD & TRACK SAFETY

Expect rail vehicle movement on any track, in any direction, at any time.

Rail vehicles have the right-of-way.

R A I L S A F E T Y A W A R E N E S S

Use walkways and avoid distractions.

Avoid walking or stepping on rail.

Keep fire lanes and designated walkways clear.

W A L K I N G A N D A C C E S S

Blue Flag/Blue Light Protection indicates someone is working on, under, or between streetcars.

Red Flag Protection indicates track is out of service.

W A R N I N G S I G N S

Prohibited within 6 ft of any track.

Includes but not limited to wireless phones, smart phones, smart watches, Bluetooth devices, laptop computers, headphones, and/or earbuds.

P E R S O N A L E L E C T R O N I C D E V I C E U S E