1.03c Performance_Work_Statement_(PWS) V2.pdf
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- Attached to
- HVAC Services/Supplies
- Solicitation number
- N0018926RL026
About this file
This is a Performance Work Statement (PWS) for HVAC preventative maintenance and indefinite delivery/indefinite quantity (IDIQ) repair services, effective August 11, 2026, prepared for the Facility Management & Contracting Office.
The contractor must provide comprehensive heating, ventilation, and air conditioning services including scheduled preventative maintenance performed twice annually and IDIQ services for unscheduled repairs, emergency calls, and equipment replacement. Preventative maintenance activities include filter inspection and replacement on a quarterly schedule, belt and pulley inspection and adjustment, coil cleaning, lubrication of bearings and motors, electrical system inspection and testing, refrigerant charge verification and leak detection, and condensate drain line clearing and treatment. Seasonal start-up and shut-down procedures must be completed to prepare equipment for heating and cooling transitions. All work must comply with Uniform Facilities Codes (UFC 3-410-01), Original Equipment Manufacturer specifications, ASHRAE standards, and OSHA regulations. The contractor must maintain detailed documentation of all preventative maintenance activities in a format suitable for transfer per UFC 1-300-08.
Service level agreements require 100 percent completion of scheduled preventative maintenance tasks within the designated month, on-site response to routine repair calls within 24 hours of task order issuance, and on-site response to emergency calls within 2 hours of notification on a 24/7 basis. The contractor must provide all personnel, equipment, supplies, materials, and tools necessary to perform services. Contractor qualifications include possession of all applicable state and local HVAC licenses, active EPA Section 608 Universal Certifications for technicians working with refrigerants, and training certification for specific equipment makes and models listed in Appendix A. The PWS covers 17 HVAC units ranging from 2 to 20 tons, including Trane, Carrier, American Standard, and Tempstar equipment located across multiple facility buildings, with three units scheduled for replacement under a NAVFAC project in 2027/2028.
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Performance Work Statement (PWS)
Heating, Ventilation, and Air Conditioning (HVAC) Preventative Maintenance and IDIQ Repairs Document Status: Active
Prepared For: Facility Management & Contracting Office
Effective Date: August 11, 2026
Document Version: 2.0
1.0 General Information
1.1 Background
The purpose of this contract is to secure a highly qualified contractor to provide comprehensive Heating, Ventilation, and Air Conditioning (HVAC) services. This includes scheduled Preventative Maintenance (PM) and an Indefinite Delivery/Indefinite Quantity (IDIQ) component for unscheduled repairs, emergency service calls, and equipment replacement.
1.2 Scope of Work
The Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform HVAC PM and IDIQ repair services as defined in this
PWS. The equipment covered under this contract is detailed in Appendix A: HVAC Equipment Inventory.
All work shall be performed in accordance with the latest revisions of applicable Uniform Facilities Codes (UFC), including but not limited to UFC 3-410-01: Heating, Ventilating, and Air Conditioning Systems.
2.0 Preventative Maintenance (PM)
Requirements The Contractor shall establish and follow a preventative maintenance program to ensure all HVAC equipment operates efficiently, reliably, and safely.
2.1 Routine Inspections and Maintenance
The Contractor shall perform PM twice a year in accordance with Original Equipment Manufacturer (OEM) specifications, industry standards (e.g., ASHRAE), and UFC 3-410-01. PM activities shall include, but are not limited to:
• Filters: Inspecting, cleaning, or replacing air filters on a regular quarterly schedule or as dictated by environmental conditions.
• Belts and Pulleys: Inspecting for wear, adjusting tension, and replacing belts as needed.
• Coils: Inspecting and cleaning evaporator and condenser coils to ensure optimal heat exchange.
• Lubrication: Lubricating all bearings, motors, and moving parts according to manufacturer guidelines.
• Electrical: Inspecting contactors, relays, and wiring; tightening electrical connections; and measuring voltage and amperage on motors. All electrical work shall comply with UFC 3-510-01: Electrical Systems.
• Refrigerant: Checking system pressures, verifying proper refrigerant charge, and inspecting for leaks as well as topping off as needed.
• Condensate Systems: Clearing and treating condensate drain lines and pans to prevent overflows and biological growth.
2.2 Seasonal Start-Up and Shut-Down
The Contractor shall perform comprehensive seasonal transitions (heating to cooling, cooling to heating) to ensure equipment is prepared for the upcoming season.
2.3 Documentation
The Contractor shall maintain a log of all PM performed, identifying the equipment serviced, date of service, tasks completed, parts replaced, and the technician performing the work. All documentation must be maintained in a format suitable for transfer and acceptance as outlined in UFC 1-300-08.
3.0 Indefinite Delivery/Indefinite
Quantity (IDIQ) Services The IDIQ portion of this contract allows for unscheduled repairs, parts replacement, emergency service calls, and minor system upgrades.
3.1 Unscheduled Repairs and Task Orders
When a deficiency or failure is identified, the Government/Client will issue a Task Order for the required repair. The Contractor shall provide a written estimate of hours, labor rates, and materials required prior to commencing non-emergency repairs.
3.2 Emergency Service Calls
The Contractor shall provide a 24/7 emergency contact number. An emergency is defined as an HVAC failure that poses a risk to life, safety, critical operations, or significant property damage.
3.3 Parts and Materials
The Contractor shall furnish all replacement parts and materials required to perform IDIQ repairs. All parts shall be new and meet or exceed OEM specifications.
4.0 Performance Metrics and Service
Level Agreements (SLAs) The following performance metrics and response times represent the Service Level Agreements (SLAs) required under this contract. Failure to meet these targets may result in contract performance penalties.
Service Category Performance Metric /
SLA
Response Target
Preventative Maintenance
100% of scheduled PM tasks must be completed within the designated month.
Monthly
Routine IDIQ Repair Respond on-site to routine service calls within 24 hours of Task Order issuance.
Within 24 Hours
Emergency Service Respond on-site to emergency service calls within 2 hours of notification, 24 hours a day, 7 days a week.
Within 2 Hours (24/7)
5.0 Contractor Qualifications
5.1 Licensing and Certification
The Contractor must possess all applicable state and local licenses required to perform HVAC commercial services. All technicians working with refrigerants must possess active EPA Section 608 Universal Certifications. Technicians must be trained and certified to work on the specific makes and models of equipment listed in the facility's inventory (Appendix A).
6.0 Safety and Environmental
Compliance The Contractor shall comply with all applicable Occupational Safety and Health Administration (OSHA) regulations as well as U.S. Army Corps of Engineers (USACE)
EM 385.
• Refrigerant Management: The Contractor is strictly responsible for the lawful recovery, recycling, and disposal of refrigerants in accordance with the Clean Air Act.
• Lockout/Tagout: The Contractor shall strictly adhere to Lockout/Tagout (LOTO) procedures to ensure personnel safety during maintenance and repairs.
• Fire Safety: All maintenance and repair activities must consider the facility's fire protection systems. Any impairment or modification to smoke dampers, fire dampers, or HVAC-related fire control systems shall be coordinated with the facility manager and must adhere to UFC 3-600-01: Fire Protection Engineering for Facilities.
7.0 United Facilities Criteria (UFC), Standards, Compliance Codes
• UFC 1-200-01: DoD Building Code
• UFC 3-410-01 Heating, Ventilating, And Air Conditioning Systems
• UFC 3-520-01: Interior Electrical Systems
• NFPA 70 (National Fire Protection Association): National Electrical Code (NEC)
Appendix A: HVAC Equipment Inventory The following table lists the physical HVAC inventory covered under the scope of this Performance Work Statement for preventative maintenance.
Unit Make Tonnage Serial Number Location
Trane 7.5 20391948BA B620
Trane 7.5 20391949BA B618
— 3 303A65236 B616 (Overhead)
Trane 12.5 20421977WA B617
Carrier 10 SP011025 (Asset Tag)
D607
Trane 20 18432333WA D605
Trane 10 20431262BA D608
Trane 10 20411725BA D608
Trane 10 5119U07444 D614
Trane 10 20411726BA D613
Trane 15 20422313WA F606
Trane 15 20392234WA F606
Tempstar 2 L962149678 F606 (Overhead)
Carrier 7.5 5197F14697 F602
Carrier 3.5 3596A17D26 F602 (Overhead)
American Standard
10 7263MMKBD E608
• Note that D607, F606 (Overhead), E608 will be replaced Under NAVFAC HVAC replacement project in 2027 / 2028
| Performance Work Statement (PWS) |
| Heating, Ventilation, and Air Conditioning (HVAC) Preventative Maintenance and IDIQ Repairs |
| 1.0 General Information |
| 1.1 Background |
| 1.2 Scope of Work |
| 2.0 Preventative Maintenance (PM) Requirements |
| 2.1 Routine Inspections and Maintenance |
| 2.2 Seasonal Start-Up and Shut-Down |
| 2.3 Documentation |
| 3.0 Indefinite Delivery/Indefinite Quantity (IDIQ) Services |
| 3.1 Unscheduled Repairs and Task Orders |
| 3.2 Emergency Service Calls |
| 3.3 Parts and Materials |
| 4.0 Performance Metrics and Service Level Agreements (SLAs) |
| 5.0 Contractor Qualifications |
| 5.1 Licensing and Certification |
| 6.0 Safety and Environmental Compliance |
| 7.0 United Facilities Criteria (UFC), Standards, Compliance Codes |
| Appendix A: HVAC Equipment Inventory |
File details come from the government source that posted it. Updated .