MTY_SOW _Monterrey BAS PMSC Statement of Work 19MX56-24-Q-0009.pdf

UNCLASSIFIED

Template Version 1.09 Page 1 of 54

Statement of Work Building Automation System Preventative Maintenance Service

Contract

Revision 1.09

Post Location: Monterrey, Mexico

Address: Prolongación Av. Alfonso Reyes 150 Colonia Valle Poniente Santa Catarina, Mexico

Prepared By:

The US Department of State OBO/CFSM/FAC/PS BAS Support SA-6, Room 815 1701 N. Fort Myer Drive Arlington, VA 22209 United States of America

BAS PMSC Statement of Work Jun 5, 2023

Template Version 1.09 Page 2 of 54

Table of Contents

Table of Contents 2

Acronyms and Abbreviations 5

1. General 6

2. Period of Performance 7

3. Building Automation Systems to be Serviced 7

3.1. Building Automation Systems (BAS) installed at Post 7

3.2. Equipment Controlled and/or Monitored 10

3.3. Buildings where BAS are Installed 11

4. BAS Preventative Maintenance (PM) Services 11

4.1. General 11

4.2. Scheduling 11

4.3. Checklist Development 12

4.4. Implementation 12

4.5. Periodic PM Activities 12

4.6. Annual PM Activities 16

4.7. Planned Out Five (5) Year PM Activities 19

4.8. Manufacturers’ Recommended PM 20

4.9. Deficiency Reporting 20

4.10. Remote Support 20

5. Exclusions, Purchase Orders and Modifications 21

5.1. Exclusions 21

5.2. Purchase Orders and Modifications 21

6. General Deliverable Requirements 22

6.1. General 22

6.2. Document Creation, Classification and Handling Requirements 23

7. Execution Schedules 25

7.1. General 25

7.2. Tasks, Milestones and Scaling 26

7.3. Updates 26

Template Version 1.09 Page 3 of 54

8. Pre-Travel Deliverables 27

8.1. PM Service Activity Schedule 27

8.2. PM Service Activity Description List 27

9. Post-Travel Deliverables 28

9.1. Site-Specific PM Checklists 28

9.2. PM Service Activity Schedule and PM Activity Description List 28

9.3. Preventative Maintenance Reports 28

9.4. Appendices 35

10. Deliverable Submission Schedule 36

10.1. Execution Schedules 36

10.2. Pre-Travel Deliverables 36

10.3. Post-Travel Deliverables 36

11. Retention of Deliverables and Other Data by the Contractor 36

11.1. General 36

12. Contractor’s Responsibility 37

12.1. General 37

12.2. Codes and Regulations 38

12.3. Authorization to Visit Site 38

12.4. Contractor and Personnel Qualifications 39

12.5. Materials and Equipment 40

12.6. Contractor Use of Premises 42

13. Delivery, Mail and Courier Addresses 42

13.1. Classified Packages & Mail 42

13.2. Unclassified Packages & Mail 44

14. Government’s Responsibility 45

14.1. General 45

{Attachment A: Additional Security Requirements for BAS PMSC in Secure Areas 46

1. General 46

1.2. Public Release of Information 46

2. Personnel Requirements 46

2.1. Personnel Clearances 46

Template Version 1.09 Page 4 of 54

2.2. Visit Authorization Requests 46

2.3. Country Clearance for Travel to Post/Site 46

2.4. Standards of Conduct 47

2.5. Removal of Individual Contractor Employees for Cause 47

3. Briefing and Reporting Requirements 48

3.1. Security Briefings 48

3.2. Personal (Unofficial) Travel Outside of the Project Country 48

3.3. Suspicious Contact Reports (SCRs) 49

3.4. Reporting of Suspicious Incidents Occurring at Off-site Locations or During Travel to/from the Project Site 49

3.5. Foreign Contact Reporting 49

3.6. Reporting Marriage, Intent to Marry, Cohabitation or Other Continuing Bonds of

Affection with Foreign Nationals 49

3.7. Reporting Adverse Financial Situation and Certain Arrests 50

3.8. Dual Citizenship 50

4. Subcontracting Requirements 50

4.1. DD Forms 254 for Subcontractors 50

5. Handling/Marking Requirements - Classified & Sensitive But Unclassified (SBU) 50

5.1. Security Classification Guide 50

5.2. Protection of Classified and SBU Information 51

5.3. Disposition and Retention of Task/Project Information 51

5.4. Project Generated Information at Contractor’s Facility – Disposal/Destruction Plan 51

5.5. Project Related Classified Working Papers, As-Builts and other Classified Generated at Post 52

5.6. Photographs 52

6. Transmission Requirements for SBU 53

6.1. Transmission of Sensitive But Unclassified (SBU) 53

Template Version 1.09 Page 5 of 54

Acronyms and Abbreviations

The following are commonly used acronyms and abbreviations in this document.

1. AHU = Air Handling Unit

2. ASHRAE = American Society of

Heating, Refrigerating and Air-

Conditioning Engineers

3. BAS = Building Automation System

4. CAA = Cleared Access Area

(Secure Area)

5. CCR = Country Clearance Request

6. CFSM = OBO Construction, Facilities, and Security Management

7. CLIN = Contract Line Item

8. CMR = Chief of Mission Residence

9. CO = Contracting Officer

10. COR = Contracting Officer’s

Representative

11. CRP = Consolidated Receiving Point

12. DBA = Defense Base Act

13. DCSA = Defense

Counterintelligence and Security

Agency

14. DOS = Department of State

15. DS = Diplomatic Security

16. DS/IS/IND = Bureau of Diplomatic

Security, Industrial Security Division

17. eCC = Electronic Country Clearance

18. ES = Execution Schedule

19. FAC = Facilities or OBO/CFSM

Facilities

20. FCU = Fan Coil Unit

21. FM = Facility Manager

22. FMS = Facility Maintenance Staff

23. GSO = General Services Officer

24. GWA = General Work Area

(Unsecured Area)

25. HAZMAT = Hazardous Material

26. HVAC = Heating, Ventilation, and Air

Conditioning

27. I/O = Input/Output

28. IBC = International Building Code

29. LAA = Limited Access Area

(Unsecure)

30. MSDS = Material Safety Data Sheet

31. MSGQ = Marine Security Guard

Quarters

32. NEC = National Electrical Code

33. NFPA = National Fire Protection

Association

34. OBO = Bureau of Overseas Building

Operations

35. O&M = Operations and Maintenance

36. OSHA = Occupational Safety and

Health Administration

37. OWS = Operator Workstation

38. PAA = Public Access Area

(Unsecured Area)

39. PM = Preventative Maintenance

40. Post = Department of State

Overseas Embassy, Consulate, or

Mission

41. POWS = Portable Operator

Workstation (Laptop)

42. PS = Program Support

43. RFP = Request for Proposal

44. RSO = Regional Security Officer

45. SBU = Sensitive but Unclassified

46. SC = Supervisory Controller

47. SCG = Security Classification Guide

48. SME = Subject Matter Expert

49. TDY = Temporary Duty (Work Travel

OCONUS)

50. UPS = Uninterruptible Power Supply

51. VAR = Visit Authorization Request

52. VAV = Variable Air Volume

Template Version 1.09 Page 6 of 54

1. General

1.1. The U.S. Consulate General located in Monterrey, Mexico requires Building

Automation System (BAS) Preventative Maintenance (PM) services. The Contractor shall perform BAS PM Services as described in this Statement of Work. The

Contractor shall also provide further evaluation of the overall functionality of the BAS based on concerns and input provided to the Contractor by the Facility Manager (FM) and Facility Maintenance Staff (FMS).

1.2. The Contractor shall provide BAS PM Services for the upkeep of the BAS indicated below in Section 3. “Building Automation Systems to be Serviced”.

1.2.1. The objective of scheduled preventive maintenance is to eliminate system malfunction, breakdown and deterioration. The BAS PM work required shall include, but is not limited to: Preventative Maintenance; Investigation & troubleshooting; Adjustments; Trend & Alarm configuration; etc.

1.2.2. BAS PM Services shall result in all systems serviced under this agreement being in good operational condition when the work is completed.

1.2.3. The Contractor shall provide all necessary managerial, administrative and direct labor personnel as well as all transportation, tools, instrumentation, equipment and supplies required to perform the BAS PM Services defined in this Statement of

Work. The Contractor shall provide the services of qualified, trained, manufacturer certified technicians to perform the required BAS PM Services.

1.2.4. BAS PM Services shall be performed on BAS installed in and/or serving the

General Work Areas (GWA) & Public Access Areas (PAA) at Post.

1.2.5. BAS PM Services shall be performed on BAS installed in the Controlled Access

Areas (CAA) Restricted spaces at Post.

1.2.5.1. Additional clearance and security provisions are required to access and work in these spaces.

1.2.5.2. Additional document security classification provisions are required. See paragraph F.2.f.l for additional details.

1.2.6. BAS PM Services shall be performed on BAS installed in and/or serving the CAA

Core spaces at Post.

1.2.6.1. Additional clearance and security provisions are required to access and work in these spaces.

1.2.6.2. Additional document security classification provisions are required. See paragraph F.2.f.l for additional details.

Template Version 1.09 Page 7 of 54

1.3. All work shall be accomplished in a manner which conforms to the intent of all applicable IBC, ASHRAE, NFPA/NEC, U.S. EPA, and DOS policy, procedures, and directives; causes no damage to buildings or property; endangers none of the building occupants or workers during these tasks; and leaves the areas safe for occupancy.

1.4. This contract includes security provisions which require a DD Form 254, Contract

Security Classification Specification, issued by the Bureau of Diplomatic Security, Industrial Security Division (DS/IS/IND). Issuance of the DD Form 254 is contingent on the Contractor’s possessing and maintaining a Defense Counterintelligence and

Security Agency (DCSA) {TOP} SECRET facility clearance. Loss or Invalidation of the prime contractor’s facility clearance may result in termination of the contract for default.

Personnel requiring access to Controlled Access Areas (CAAs), {CORE/PCC} or classified information must possess a {TOP} SECRET security clearance. See

Attachment A: Additional Security Requirements for BAS PMSC in Secure Areas.

2. Period of Performance

2.1. The period of performance shall be one (1) year as of the date of the Notice to Proceed for the base contract year,

2.2. This contract shall provide for two (2) BAS PM Site Visits per year for each year of the contract.

2.3. BAS PM Site Visits shall be equally spread out over the course of the contracted year.

2.3.1. All BAS PM Site Visits shall occur within the 365-day window.

2.3.2. Combining multiple site visits into a single site visit is not allowed.

2.3.3. The first BAS PM Site Visit must occur within 60 days of contract award / renewal.

2.3.4. The work shall be considered deficient if the Contractor fails to provide the required number of BAS PM Site Visits within the 365 days after contract award / renewal or fails to space out the BAS PM Site Visits in the manner described above.

3. Building Automation Systems to be Serviced

3.1. Building Automation Systems (BAS) installed at Post

3.1.1. The Contractor shall maintain the Building Automation System(s) in a safe, reliable, and efficient operating condition. The following information provides a rough summary of each BAS that is to be serviced. NOTE: Quantities listed below are estimates and the Contractor must verify quantities during the initial Site Visit.

3.1.1.1. BAS #1

Template Version 1.09 Page 8 of 54

a. Manufacturer of the BAS: Siemens

b. Name of BAS Product Line: Apogee

c. BAS Software Name and Version Number: Insight 3.12

d. Operator Workstations (OWS): 1

e. Portable Operator Workstations (POWS): 0

f. Supervisory Controllers (SC): 11

g. I/O Modules Installed:

1) PXC32: 11

2) PCX100: 5

h. BACnet Sub-Controllers Installed:

1) {Model Number 1: #}

2) {Model Number 2: #}

3) {Model Number 3: #}

i. {LonWorks} Sub-Controllers Installed:

j. {Other Protocol} Sub-Controllers Installed:

3.1.1.2. BAS #2

a. Manufacturer of the BAS: Siemens

b. Name of BAS Product Line: Apogee

c. BAS Software Name and Version Number: Insight 3.12

d. Operator Workstations (OWS): 1

e. Portable Operator Workstations (POWS): 0

f. Supervisory Controllers (SC): PXC100

Template Version 1.09 Page 9 of 54

h. {BACnet} Sub-Controllers Installed:

3.1.1.3. BAS #3

a. Manufacturer of the BAS: Siemens

b. Name of BAS Product Line: Apogee

c. BAS Software Name and Version Number: Insight 3.12

d. Operator Workstations (OWS): 1

e. Portable Operator Workstations (POWS): 0

f. Supervisory Controllers (SC): PXC36

h. {BACnet} Sub-Controllers Installed:

Template Version 1.09 Page 10 of 54

3.2. Equipment Controlled and/or Monitored

3.2.1. The following is a rough summary of the types and quantities of equipment controlled and/or monitored at Post by BAS. NOTE: Quantities listed below are estimates and the Contractor must verify quantities during initial Site visit.

3.2.1.1. Chilled Water System (Primary/Secondary Variable Flow Type):

a. Water Cooled Chillers: 2

b. Constant Flow Primary Chilled Water Pumps: 2

c. {Variable Flow Secondary Chilled Water Pumps: #}

d. {Constant Flow Condenser Water Pumps: #}

e. {Cooling Towers: #}

f. {Water Treatment Systems: #}

3.2.1.2. Backup Chilled Water System (Primary Constant Flow Type):

a. Air Cooled Chiller: 1

b. Constant Flow Chilled Water Pumps: 1

c. {Heat Exchanger: #}

d. {Water Treatment System: #}

3.2.1.3. Heating Hot Water System (Primary/Secondary Variable Flow Type):

a. Boilers: 2

b. Constant Flow Primary Heating Hot Water Pumps: 2

c. {Variable Flow Secondary Heating Hot Water Pumps: #}

d. {Water Treatment System: #}

3.2.1.4. Air Handling Units: 13

3.2.1.5. Terminal Units (Single Duct Cooling Only): 95

3.2.1.6. Terminal Units (Single Duct w/Hot Water Reheat): 90

3.2.1.7. Fan Coil Units (Four Pipe - Heating & Cooling): 4

3.2.1.8. {Unit Heaters (Hot Water Type): 0}

3.2.1.9. Computer Room Air Conditioning Units (Cooling Only): 8

Template Version 1.09 Page 11 of 54

3.2.1.10. Domestic Water Filtration System (Monitoring Only): 1

3.2.1.11. Fuel Oil System (Monitoring Only): 1

3.2.1.12. Domestic Water Treatment System (Monitoring Only): 1

3.2.1.13. Fire Alarm System (Interlocks & Monitoring Only): 1

3.3. Buildings where BAS are Installed

3.3.1. The Post is composed of multiple buildings. The following buildings at Post utilize

BAS:

a. Chancery Building: Siemens – Apogee Insight 3.12

b. {Office Annex Building: Honeywell – NA}

c. {Warehouse Building: Honeywell – NA}

d. {Utility Building: Honeywell – NA}

e. MSGQ: Siemens – Apogee Insight 3.12

3.4. Some of the BAS and Mechanical equipment described in this section will require the

Contractor to possess a clearance and to utilize cleared personnel in order to perform the work required by this Contract. This equipment will be identified for the

Contractor by Facility Maintenance Staff when the Contractor is at Post providing

BAS PM Services.

4. BAS Preventative Maintenance (PM) Services

4.1. General

4.1.1. The Contractor shall perform BAS Preventative Maintenance services for the

Building Automation Systems indicated. Provide the necessary investigative services to ensure BAS controls are working as designed and in accordance with documented operating sequences. BAS PM Services shall include, but are not limited to, the following tasks.

4.2. Scheduling

4.2.1. The Contractor shall indicate which PM Activities will be performed at each site visit.

4.2.2. The schedule shall cover a five (5) year time period so that the schedule can properly address tasks that are to be spread out over this time frame.

4.2.3. As a supplement to the schedule, the Contractor shall include a PM Service Activity

Description List which will provide a detailed description of each PM activity, Template Version 1.09 Page 12 of 54 including the means and methods by which the Contractor intends to perform each

PM activity.

4.2.4. See Section 8. “Pre-Travel Deliverables” for further requirements.

4.3. Checklist Development

4.3.1. For the first BAS PM Site Visit to Post the Contractor shall utilize generic PM

Checklists that the Contractor has previously utilized in the performance of their trade.

4.3.2. During the site visit the Contractor shall collect data on the existing BAS(s) at Post and the associated equipment being controlled. This data shall be used to create site specific PM checklists for use in future BAS PM Site Visits.

4.3.3. After the completion of the Contractor’s first BAS PM Site Visit, the Contractor shall create site specific Checklists for each BAS and the equipment controlled and/or monitored by each BAS. These Checklists shall be developed from existing As-

Built Data; Operation & Maintenance Data; Set Point Data; Time Schedule Data;

and any other data relevant to the PM effort found at Post. This data shall be reviewed by the Contractor to determine the operational baseline requirements that will be used in the Checklists.

4.3.4. All future BAS PM Site Visits shall utilize the site-specific Checklists. These

Checklists will be used by the Contractor when Preventative Maintenance is performed to verify the Building Automation Systems are functioning as originally intended.

4.3.5. There shall be one Checklist provided for each system controlled and/or monitored by a BAS.

4.3.6. See Section 8. “Pre-Travel Deliverables” for further requirements.

4.4. Implementation

4.4.1. The Contractor shall perform BAS PM Services at the frequencies indicated in the

PM Service Activity Schedule using the site-specific Checklists developed for the equipment and systems called out in the Contract. The Contractor’s technician shall sign off on every item of each checklist when the associated PM is performed.

4.5. Periodic PM Activities

4.5.1. At a minimum, the following PM Service activities are required to occur during each site visit.

4.5.2. Check BAS Communication Network: Validate the network connectivity of all BAS controllers, Operator Workstations (OWS/POWS; desktop and laptop computers), Servers, and Network components (repeaters, switches, hubs, etc.). Investigate and remediate any issues found.

Template Version 1.09 Page 13 of 54

4.5.3. Confirm Time Schedules: Review existing time schedules and validate correct operation based on actual time of day and facility occupancy. Adjust time schedules as needed to reflect the actual occupancy patterns of the buildings at

Post.

4.5.4. BAS Investigation and Troubleshooting: The Contractor shall provide investigation and troubleshooting services for issues related to the BAS as required in this

Statement of Work or as requested by the Facility Manager at Post during a PM

Services site visit.

4.5.4.1. The Contractor shall review Facility Maintenance logs since the last visit to

Post and determine if there are any operational issues which need to be checked.

4.5.4.2. The Contractor shall determine the cause(s) of any problems found with the

BAS and determine the repairs and/or modifications to the BAS that will be needed to correct these problems.

4.5.5. BAS Trend and Alarm Configuration: The Contractor shall review the BAS Alarm

History and Trend log files. Any problems noted from this review shall be investigated.

4.5.5.1. The Contractor shall validate the correct reporting of alarms and verify that the correct codes and messages are being reported.

4.5.5.2. If no trends or alarms are configured in the BAS, the Contractor shall coordinate with the Facility Manager and configure the trends and alarms desired by the Post.

4.5.5.3. Archive data as necessary to free up hard drive space on the BAS OWS /

Server for future trend and data storage.

4.5.6. BAS OWS Graphics: The Contractor shall confer with the Facility Manager after reviewing the BAS OWS graphics and trend logs to determine if any modifications are desired to the presentation of information. Minor changes to improve graphics and reports shall be implemented as needed.

4.5.7. Review of Post’s Spare Part Inventory: The contractor shall review the Post's spare part inventory during each PM Site Visit and determine what parts need to be procured by Post and update the Spare Part Schedule. See Section 9. “Post-Travel

Deliverables” in this statement of work for additional requirements.

4.5.8. BAS Backup Retention: The Contractor shall, at the end of each site visit, create a current backup of the data, programming, graphics, settings, license files, and any other files necessary to restore a controller, Operator Workstation (OWS, POWS; Desktop or laptop computer) or Server for each BAS installed at Post.

Template Version 1.09 Page 14 of 54

4.5.8.1. Each backup shall be configured to allow Facility Maintenance staff to recover the associated BAS in the event there is a BAS failure.

4.5.8.2. Step by step instructions on how to recover a controller, OWS/POWS or Server shall be included with each BAS backup.

4.5.8.3. The Contractor shall include screenshots of each BAS OWS Graphics screen.

Graphics screens for identical components with the same I/O configuration, such as VAVs or FCUs, can be represented by a single screenshot.

4.5.9. User Account Retention: For each BAS OWS/POWS/Server at Post the Contractor shall:

4.5.9.1. Create an Administrator level user account called “BAS Support” in the

Operating System, the BAS software and the encryption software. The account shall be configured in such a manner that it cannot be deleted by an account that does not have administrator rights. The Contractor will utilize a random password generator to create a password for this account. This step can be skipped if the “BAS Support” user account already exists.

4.5.9.2. Create a listing of the user accounts that exist within each BAS. The Contractor shall create tables listing the Operating System user accounts, BAS user accounts and encryption software user accounts that exist within each BAS

OWS and/or Server that are used to access each BAS at Post.

4.5.9.3. If there are user accounts that are generic in nature, the Contractor shall also gather the passwords associated with these generic accounts. The Contractor will not attempt to gather password information for user accounts that are set up for specific individuals.

4.5.9.4. Separate tables shall be created for each BAS OWS/POWS/Server. The associated BAS OWS/POWS/Server shall be identified, and the designation included with the following information:

4.5.9.4.1. The Operating System User Account tables shall contain the following information. These tables shall include the following four (4) columns.

a. User Account Name

b. Name of Person Associated` with the User Account

c. User Account Password (if applicable)

d. Type of User Account (Administrator, Standard User, etc.)

4.5.9.4.2. The BAS User Account tables shall contain the following information.

These tables shall include the following four (4) columns.

b. Name of Person Associated with the User Account

Template Version 1.09 Page 15 of 54

d. Type of User Account (Administrator, Standard User, etc.)

4.5.9.4.3. The Encryption Software User Account tables shall contain the following information. These tables shall include the following three (3) columns.

b. Name of Person Associated with the User Account

4.5.10. Retaining and Updating BAS As-Built and BAS Operation & Maintenance Manual

Documents (Appendix E): The Contractor shall coordinate with the Facility

Maintenance Staff at Post to find the existing BAS As-Built and O&M Manual documentation for each BAS installed at Post. When work is performed which modifies the existing BAS hardware/software configuration and/or programming, the Contractor will be responsible for providing updated As-Built and O&M Manual documentation to accurately reflect the new state of each BAS at Post.

4.5.10.1. If electronic media versions of these documents exist at Post, the electronic media versions of the documentation shall be copied. If no electronic media versions of this documentation are available at Post, the Contractor shall scan hard copies of this documentation to create electronic media for submission.

4.5.10.2. Modifications shall be made to reflect any changes made to the Sequences of

Operation by the Contractor and any permanent changes to the Sequences of

Operation discovered by the Contractor but not previously documented.

4.5.10.3. Modifications shall be made to reflect any physical changes made to the BAS, to include, but not be limited to, wiring changes, changes to controller configurations, the addition or removal of points, etc.

4.5.10.4. Any new BAS Software and/or Hardware Licenses associated with the work performed shall be provided. Licenses shall be fully documented, and information provided in a manner that allows Post to work directly with the BAS manufacturer.

4.5.10.5. In cases where BAS CAD As-Built Drawings are not available, the Contractor shall produce BAS CAD Drawings for only the drawings that are affected by the work performed. PDFs of these modified drawings shall be inserted into the existing BAS As-Built drawings to replace the outdated drawing pages.

4.5.10.6. O&M Manual data shall be provided for any BAS equipment installed as part of this work. A PDF of the Original O&M Manual shall be altered to remove components that are no longer used. O&M information for components added shall be appended to the O&M Manual.

Template Version 1.09 Page 16 of 54

4.5.11. UPS Battery Rotation: The batteries of all Uninterruptible Power Supplies that Post has in their Spare Stock shall be rotated with installed UPS batteries during each

PM visit. This action will reduce the battery degradation that occurs in long-dormant batteries. An acceptable, alternative action is to fully charge Spare Stock

UPS batteries during each PM visit.

4.6. Annual PM Activities

4.6.1. At a minimum, the following PM Service activities are required to occur at least once a year. It is the intention of this statement of work that tasks noted here which cannot be realistically completed during a single site visit, shall be broken up to occur over multiple site visits.

4.6.1.1. Panel, Controller and Wiring Inspection:

4.6.1.1.1. Physically inspect all field panels and controllers for damage, excessive dirt or moisture and clean/vacuum as necessary.

4.6.1.1.2. Verify proper voltage at all control transformers.

4.6.1.1.3. Inspect all connections, wire raceways in panels and wire arrangements.

Remove any abandoned devices and wiring and update panel diagrams as may be necessary to reflect current arrangements and configurations.

4.6.1.1.4. Verify condition of local battery / UPS that may be connected to the panel power source.

4.6.1.1.5. Take photographs, where permissible, of each Supervisory Controller

Enclosure installed at Post. Photographs should include interior and exterior shots, including nearby wall space, and shall be labeled with the Controller name. All photos must be cleared by the RSO prior to removing from Post and/or sharing electronically.

4.6.2. Confirmation of Sequences: The Contractor shall review the operation of BAS controlled equipment / systems and confirm that the functionality corresponds with the As-Built Sequences of Operation. When equipment / systems do not operate as described in the sequences the Contractor shall review the associated programming, sensors, wiring, etc. and determine the cause.

4.6.2.1. The Contractor shall consult with Facility Maintenance personnel and the

Facility Manager to determine if functionality that does not correspond with the sequences is legitimate or if it is a deficiency that needs to be corrected.

4.6.2.2. If it is determined that the functionality discovered is not correct, the Contractor shall make adjustments and modify programming as needed to reinstate the functionality described in the As-Built Sequences of Operation.

Template Version 1.09 Page 17 of 54

4.6.3. Review of Post’s Expendable Sensors / Equipment: Parts for which product data indicates there is a defined operating life expectancy shall be tracked and scheduled for replacement at the time intervals recommended by the manufacturer. For HVAC applications these will typically include Humidity

Sensors, Carbon Monoxide Sensors, Carbon Dioxide Sensors, UPS Batteries, etc.

There are other specialty parts that can fall under this category. See "I. POST-

TRAVEL DELIVERABLES” in this statement of work for additional requirements.

4.6.4. BAS Evaluation: For each BAS at Post, review the system and provide an assessment of and recommendations with regard to the condition, level of functionality, age, possible obsolescence, possible need for upgrades or replacement, etc. of all or any portion of the system.

4.6.4.1. BAS Software Assessment: The Contractor shall review the BAS software installed on the BAS OWS and/or Servers to determine if the software need to be upgraded.

4.6.4.1.1. If the software needs to be upgraded, it shall be ascertained if upgrading the software is possible with the current operating system / computer combination.

4.6.4.1.2. BAS Software that is not of the most current version is not considered in and of itself a justification for upgrading the software. Other factors justifying the need for an upgrade must be presented. Supporting information justifying the recommendation shall be provided.

4.6.4.1.3. A description of the effort involved, and a cost estimate shall be provided if the software needs to be upgraded.

4.6.4.2. BAS OWS / Server Assessment: The Contractor shall review the condition of the BAS OWSs and/or Servers to determine if the hardware is in need of being upgraded or replaced. A description of the effort involved, and a cost estimate shall be provided if the hardware needs to be upgraded or replaced.

4.6.4.3. Missing BAS OWS: Under circumstances where a BAS OWS is found to be missing (typically a laptop computer) the Contractor shall determine what hardware / software is needed. A description of the effort involved in providing the missing BAS OWS and a cost estimate, shall be provided if a BAS OWS is needed at Post.

4.6.4.4. BAS Controller Assessment: The Contractor shall review the various models of BAS controllers installed and determine if any of the controllers are obsolete, are no longer available from the manufacturer and/or are no longer supported by the manufacturer.

4.6.4.4.1. Documentation from the manufacturer that clearly indicates one of these conditions exists shall also be provided.

Template Version 1.09 Page 18 of 54

4.6.4.4.2. A description of the effort that would be involved and a cost estimate for this effort shall be provided if the controller(s) needs to be updated or replaced.

4.6.4.4.3. Work of this nature will not be considered by the COR if supporting documentation from the manufacturer is not provided.

4.6.5. BAS Inventory Retention: While at Post performing PM services, the Contractor shall take inventory of each existing BAS. BAS Inventory data collection shall be performed once, during the initial site visit. The BAS Inventory shall be updated during subsequent PM site visits and resubmitted if it is found that changes have been made that affect the inventory data. The intent of this requirement is to take a full inventory of each installed BAS and to document all of the programming and physical hardware points in each BAS

4.6.5.1. Inventory data collection for each BAS shall include the following information.

Separate inventory data collection documents shall be provided for each BAS:

4.6.5.1.1. The quantity and locations of BAS OWS / Servers and the software installed on each of these OWS / Servers. (Operating System, BAS software, production software, encryption software, etc.)

4.6.5.1.2. The locations of each OWS, Server, Hub, Router, Switch, Repeater, Supervisory Controller, and any other Ethernet-level controller that communicates directly to the Server, shall be shown on sanitized floor plans. If CAD drawn floor plans are not available, it is acceptable to show this information on a scanned copy of the floor plan drawings.

4.6.5.1.3. A table providing the following details about the BAS Supervisory

Controllers, which communicate directly to the Server. This table shall include the following five (5) columns:

a. Manufacturer of the controller

b. Product Line of the controller

c. Name of the controller, as defined in the BAS

d. Model of the controller

e. Part Number of the controller

4.6.5.1.4. A table providing the following details about the BAS Sub-Controllers, which communicate to a Supervisory Controller, sub-totaled by

Supervisory Controller. This table shall include the following six (5) columns:

a. Name of the Supervisory Controller

b. Manufacturer of each type of sub-controller

Template Version 1.09 Page 19 of 54

c. Model of each type of sub-controller

d. Part Number of each type of sub-controller

e. Quantity of each type of sub-controller

4.6.5.1.5. A table providing the following details about the Equipment and Systems monitored and/or controlled by the BAS. This table shall include the following two (2) columns:

a. Type of Equipment / System controlled /monitored

b. The quantity of each type of Equipment / System installed

4.6.5.2. The Contractor shall generate a document containing a database printout of the BAS programming, points and other settings for each controller. This will be done using the built-in functionality of the associated OWS / Server. An individual printout shall be provided for each controller.

4.7. Planned Out Five (5) Year PM Activities

4.7.1. At a minimum, the following PM Service activities are required to occur at least once over the five (5) year span of the BAS PM Service Activity Schedule. It is the intention of this statement of work that tasks noted here shall be broken up evenly to occur over multiple site visits, over the duration of five (5) years.

4.7.2. Sensor, Operator and End Device Point-to-Point Checkout: Hardware points in the

BAS shall be verified against actual field conditions once every five (5) years of service life.

4.7.2.1. This checkout shall verify that each hardware point indicated in the BAS is the actual physical point connected to the controller, that the point is functioning properly and that the point is shown / labeled correctly on the appropriate graphic screens.

4.7.2.2. Any discrepancies shall be investigated, and adjustments made as necessary so that all sensors monitored, and devices controlled by the BAS match the associated hardware points indicated in the BAS and provide the desired functionality.

4.7.3. Sensor, Operator and End Device Calibration: The calibration of hardware points in the BAS shall be verified against actual field conditions once every five (5) years of service life.

4.7.3.1. Where sensors, operators and other end devices are capable of being adjusted, the Contractor shall perform the calibration.

Template Version 1.09 Page 20 of 54

4.7.3.2. Sensors shall be calibrated to within the accuracy range stated in the associated manufacturer’s literature.

4.7.3.3. Operators and other end devices shall be adjusted so that the BAS output signal corresponds to operator’s or end device’s full control range.

4.7.3.4. Where sensors, operators and other end devices are not capable of being adjusted, the Contractor shall note the deviation between actual and measured value for sensors and between actual output function and commanded signal.

4.7.3.4.1. The Contractor shall use calibrated instrumentation with a higher accuracy than the sensor, end device or operator being calibrated.

4.7.3.4.2. Calibrated instrumentation used shall have been certified by an independent calibration agency within one (1) year of the dates used.

4.8. Manufacturers’ Recommended PM

4.8.1. It is the responsibility of the Contractor to perform all BAS Manufacturers’ recommended PM. This shall be completed in addition to the tasks listed above if there are any discrepancies between what is required by this statement of work and the Manufacturers’ recommended PM.

4.9. Deficiency Reporting

4.9.1. Any and all problems, issues, failures, etc. related to the BAS and/or the equipment

/ systems controlled and/or monitored by the BAS, discovered by the Contractor while performing any of the PM Services described within Section 4. “BAS

Preventative Maintenance (PM) Services” of this Statement of Work shall be considered Deficiencies. All Deficiencies (open or closed) shall be documented in the PM Report, following the criteria described in Section 9. “Post-Travel

Deliverables”.

4.10. Remote Support

4.10.1. The Contractor shall provide up to 20 hours of Remote Support to Post per year, either by phone or by email. The Contractor shall respond to all non-emergency requests within 24 hours, or on the next business day. If Post requires Emergency

Support, the Contractor shall respond to Post within 4 hours. All correspondence with Post shall be shared with BAS Support via email. If the Contractor reaches 15 hours of support in a given year and anticipates that more than 20 hours will be required, the Contractor shall notify BAS Support and request a Change Order for the additional hours.

Template Version 1.09 Page 21 of 54

5. Exclusions, Purchase Orders and Modifications

5.1. Exclusions

5.1.1. This Statement of Work does NOT include the repair of equipment, the replacement or procurement of parts, controllers or computers, the replacement of

BAS systems, software upgrades or re-commissioning of the BAS. This exclusion does not apply if the work (parts and/or services) is to correct damage caused by

Contractor negligence.

5.2. Purchase Orders and Modifications

5.2.1. Work outside the scope of PM Services must be approved by the COR prior to performance of the work. The Contractor shall prepare a proposal, including pricing and scope of work, for Non-PM Service work and submit it to the Government for approval and acceptance as a separate Purchase Order or as a Modification to the

Contract.

5.2.2. The Government shall accept, reject, or defer action on the Contractor’s proposal for work outside the PM Services statement of work and reserves the right to obtain similar work from other competitive sources.

5.2.3. When a proposal from the Contractor to perform work outside the scope of PM

Services is approved by the Contracting Officer (CO), the Government will issue a

Purchase Order or a Modification to the Contract for the additional work. Work is not authorized to proceed until the date so indicated in the Purchase Order or the

Modification to the Contract.

5.2.4. The Contractor shall coordinate this additional work with the PM Service work to achieve logistic efficiencies. In addition to the requirements described elsewhere in this statement of work, the following requirements will also apply:

5.2.4.1. The Contractor shall be required to provide a Submittal for review to the COR.

The submittal shall clearly describe in detail repairs and/or modifications being made and shall include control drawings, product data and Sequences of

Operation as applicable to the work being done. Work will not proceed without approval of the Submittal by the COR.

5.2.4.2. The Contractor shall procure parts (including controllers and computers) and/or software required to perform the additional services defined in the approved proposal and arrange for shipping that will allow for the arrival of parts at Post prior to the dates scheduled for the associated PM Service site visit. These additional works / services will be provided as part of an upcoming, regularly scheduled PM Service site visit.

5.2.4.3. Non-PM Service work being provided as part of a Purchase Order or a Contract

Modification shall be thoroughly tested by the Contractor and functionality

Template Version 1.09 Page 22 of 54 demonstrated to a Government designated representative (COR or Facility

Manager as project conditions require.) Depending on the scale and scope of the work, Commissioning may also be required by the Purchase Order /

Contract Modification.

5.2.4.4. The Contractor shall warrant all parts, labor, installation, modification and other services provided by a Purchase Order or a Contract Modification for a period of one (1) year from the date of acceptance by the COR.

5.2.4.4.1. The warranty shall guarantee that the work performed, and any parts provided, function as intended.

5.2.4.4.2. The warranty shall guarantee that the portions of the BAS that were worked on function after the work is completed.

5.2.4.4.3. The warranty shall guarantee that the work is complete and that the intent of the Purchase Order or Contract Modification was achieved.

5.2.4.4.4. The Contractor shall provide technical support by telephone throughout the warranty period.

5.2.4.4.5. The Government reserves the right to make changes to the BAS during the

Warranty Period. Such changes do not constitute a waiver of warranty. The

Contractor shall warrant parts and installation work regardless of any such changes made by the Government, unless the Contractor provides clear and convincing evidence that a specific problem is the result of such changes to the BAS.

5.2.5. If the Contractor proceeds to perform any work without Government approval, the

Contractor will be performing this work “At-Risk” and the Government will not be obligated to pay for this work. Furthermore, the Contractor shall fix, repair or replace, at the Government’s sole discretion, any systems adversely impacted by unauthorized work.

6. General Deliverable Requirements

6.1. General

6.1.1. The Contractor shall be responsible for producing schedules and documenting work and activities performed while on site. The deliverables required by this statement of work shall be submitted to the Post Facility Manager / COR at Post and also to OBO/CFSM/FAC/PS - “BAS Support” for review and approval as well as record keeping purposes. Failure by the Contractor to provide submissions to either party will result in a delay of payment. This information will also be used by

OBO to assist in making decisions concerning the funding of other work, as recommended by the Contractor.

Template Version 1.09 Page 23 of 54

6.1.2. All deliverables, unless otherwise noted, shall be uploaded to FAN.gov in accordance with the COR’s instructions. Exceptions include software installation files and mirrored or cloned disks, which are to be left with Post. FAN.gov deliverables will be uploaded to a Post folder structure as instructed by BAS

Support. Files within each sub-folder shall be combined and compressed in “zip” files before uploading to reduce the file count on FAN.gov. The Contractor is responsible for obtaining and maintaining a FAN.gov account. Guidance on

FAN.gov accounts can be obtained from BAS Support.

6.1.3. Deliverables to the Post FM shall be submitted as follows:

6.1.3.1. One (1) set of Deliverable disk(s) shall be submitted by the Contractor to the

Post Facility Manager.

6.1.3.2. The Contractor shall supply proof of turnover of this disk set, signed by the

Post FM, to BAS Support.

6.2. Document Creation, Classification and Handling Requirements

6.2.1. Each submission shall consist of the appropriate documentation as required herein.

6.2.2. Drawings and other documents prepared for or used for this work shall become the property of the Government. The Government reserves the right to reproduce, in part or whole, the deliverables for internal Government purposes.

6.2.3. Deliverables shall be prepared after each PM site visit has been completed. It is not acceptable for the Contractor to spend time at Post preparing reports and other deliverables. Information required to create deliverables shall be generated / gathered while at Post and utilized by the Contractor to create the required deliverables after the trip has been completed.

6.2.4. All Contractor deliverables shall be provided as electronic media. No paper deliverables are required.

6.2.4.1. Multiple deliverable items shall be provided on individual CD or DVD disks, when possible, to reduce the number of disks required to create the deliverable.

6.2.4.2. USB thumb drives or other forms of removable, re-writeable media are not allowed.

6.2.4.3. Each individual deliverable shall include a Transmittal Number for tracking purposes. The Transmittal Numbers shall be formatted XXXXXXXXXXXXX-

YYY (Rev Z):

a. XXXXXXXXXXXXX represents the Contract Number which the deliverable is associated with.

Template Version 1.09 Page 24 of 54

b. YYY represents the deliverable number. This number increases for each new deliverable provided for review and approval.

c. Z is the revision number for the deliverable in question. This number will increase when a deliverable has been resubmitted, provided for review and approval more than one (1) time.

d. Example: SAQMMA18D2948-003 (Rev 1). This would be a deliverable associated with Contract SAQMMA18D2948; 003 indicates that this is the third unique deliverable provided for review and approval; (Rev 1) Indicates that this is the second time this deliverable has been provided for review and approval.

6.2.5. The CDs and/or DVDs on which deliverables are provided shall be labeled with computer generated labels as indicated below. CDs or DVDs which are submitted without a proper label, that have no label, or are labeled by hand will be rejected without review.

a. The Post location

b. The Contract number

c. The Contractor’s name

d. The Transmittal Number associated with the deliverable

e. The date when the deliverable was created

f. The classification marking.

g. The name(s) of the deliverable(s) that has (have) been burned onto the disk.

h. When multiple deliverables are provided on a single disk, the deliverables shall be included in dedicated directories which have been named appropriately for each deliverable being submitted. A document shall be included in the root directory which provides a list of the deliverables included in each directory.

6.2.6. Electronic media documentation shall be submitted in the form of searchable PDF files. These documents shall also be submitted in their native file formats

(AutoCAD, Word, Excel, Power Point, Project, etc.).

6.2.6.1. Any new documents generated using Microsoft Office products shall be submitted utilizing Microsoft Office file formats that are backwards compatible with Office 2010.

6.2.6.2. Any new drawings included in the documentation provided shall be submitted utilizing the AutoCAD file format (*.dwg files) and shall be backwards compatible with AutoCAD 2013.

6.2.6.3. Execution Schedules provided shall be submitted utilizing the Microsoft Project file format (*.mpp files) and shall be backwards compatible with Project 2010.

6.2.6.4. The quality of electronic media prints and plots will, at a minimum, be 600 dpi.

6.2.6.5. All new documentation shall be provided in the English language.

Template Version 1.09 Page 25 of 54

6.2.6.6. All new documents shall include a Table of Contents. The Table of Contents shall include all sections of the document and any addendums included with the document.

6.2.6.7. The pages in all new documents shall be numbered. The numbering in the associated Table of Contents shall be coordinated to ensure the correct page numbers are used.

6.2.6.8. Numeric values shall be provided in both Imperial and Metric units of measurement.

6.2.6.9. The files associated with each BAS Backup created shall be compressed into the standard ZIP file format. Each ZIP file will contain all of the files and directories associated with the BAS Backup created.

6.2.7. New drawings, if required, will be set up in accordance with OBO A&E Design

Guidelines and Criteria. Drawings will be set up to plot on 11" x 17" media.

6.2.8. The Contractor shall be responsible for reviewing all documentation generated under the contract against the “Security Classification Guide for Design and

Construction of Overseas Facilities” (SCG) to ensure appropriate classification, marking and handling. This shall include but not be limited to reports, submittals, manuals, drawings, etc.

6.2.9. “Classified” documents shall be generated on a “Classified” computer approved by

Defense Security Service.

6.2.10. Documentation established to be “Classified” or “Sensitive but Unclassified” (SBU) will need to follow specific classification, storage, and delivery guidelines.

6.2.11. Any deliverables deemed to be “Classified” shall be provided to the Government separately from other deliverables, in a manner that meets SCG requirements.

6.2.12. Please note that all BAS at Post are “Unclassified” systems. The Contractor will make every effort to avoid over-classifying documents used and created for this

Contract.

6.2.13. To avoid unintentionally creating a “Classified” document, the Contractor is instructed to avoid associating BAS and controlled / monitored equipment with

CAA Restricted or CAA Core spaces at Post. Associating BAS information with these areas will create a “Classified” document in accordance with the requirements of the “Security Classification Guide for Design and Construction of

Overseas Facilities” (SCG).

7. Execution Schedules

7.1. General

7.1.1. The Contractor shall submit to the COR and the Post Facility Manager an

Execution Schedule (ES) for review. The ES will provide a reference plan of execution for the contract, forecast final PM completion, and assure coordination

Template Version 1.09 Page 26 of 54 of the work between Post, the Contractor’s staff / personnel and all other parties associated with the work.

7.2. Tasks, Milestones and Scaling

7.2.1. The ES shall include the following tasks and milestones:

a. Contract Award

b. Creation / Monthly Update of Execution Schedule

c. Submission, Review and Approval of New / Updated Execution Schedule

d. Creation of Pre-Travel Deliverables

e. Submission, Review and Approval of Pre-Travel Deliverables

f. Start of each Site Visit

g. End of each Site Visit

h. Creation of Post-Travel Deliverables for each Site Visit

i. Submission, Review and Approval of Post-Travel Deliverables for each Site

Visit.

j. Annual Contract Renewal

k. Contract Completion

7.2.2. The schedule shall include each task, specifically linked together in a logical manner, which clearly identifies the critical path of the work.

7.2.3. The schedule shall be broken down to the task and activity level for all activities required by the contract. The schedule shall include all milestone activities (i.e., scheduling of Site Visits, submittal preparation start and completion, etc.).

7.2.4. The schedule shall include the following information for each broken out activity:

a. Activity description

b. Activity duration in hours

c. Early start and finish dates

d. Late start and finish dates

e. Activity duration

f. A unique activity identifier for each activity.

7.2.5. The schedule shall be scaled by weeks or as requested by the COR and shall fully disclose all activities (i.e., no roll-ups or summations).

7.3. Updates

7.3.1. The Contractor shall update the ES on a monthly basis. The updated ES shall incorporate updated schedule changes and actual progress of the work.

Template Version 1.09 Page 27 of 54

8. Pre-Travel Deliverables

8.1.