Performance Work Statement.pdf

PERFORMANCE WORK STATEMENT

US Army Corps of Engineers St. Louis District

PERFORMANCE WORK STATEMENT (PWS)

& TECHNICAL SPECIFICATIONS

National Great Rivers Museum HVAC

Maintenance

National Great Rivers Museum #2 Locks and Dam Way

East Alton, IL 62024

TABLE OF CONTENTS

Part I, General Information

1.0 Introduction

1.1 Description of Services

1.2 Locations

1.3 Definitions

2.0 Objectives and Scope

2.1 Objectives

2.2 Scope

2.3 Period of Performance

3.0 General Information

3.1 Hours of Operation

3.2 Recognized Holidays

3.3 Quality Control (QC)

3.4 Quality Assurance (QA)

3.5 Correction of Deficiencies

3.6 Environmental Program

3.7 Contractor Representatives

3.8 Supervision

3.9 Contractor Employees Conduct and Competency

3.10 Damages or Loss of Contractor’s Supplies and Property

3.11 Damages to Government Property

3.12 Interruption to Systems

3.13 Progress/Performance Meetings

3.14 Contracting Officer’s Representative (COR)

3.15 Payment

Part II, Security and Safety

1.0 Security Requirements

2.0 Safety

3.0 Accident Reporting

Part III, HVAC Service

1.0 General Information

1.1 Basic Services

1.2 Utilities

1.3 Forms

1.4 Operating Manuals

1.5 Applicable Publications

1.6 Contractor Furnished Items

Part IV, Technical Provisions

1.0 HVAC Info

1.1 Maintenance / Inspections / Servicing

a. Inspection

b. Schedule Maintenance / Repair

c. Performance of Test(s)

d. Continuity of Service

e. Miscellaneous Materials/Parts

f. Callback Service

1.2 In-Depth System Inspection

1.3 Service Calls

1.4 Miscellaneous Materials/Parts

1.5 Purchase of New Equipment

Part V – Performance Standards

1.0 Performance Requirements Summary

Appendices

APP A – Bid Schedule APP B – Accident Prevention Plan Checklist

PERFORMANCE WORK STATEMENT (PWS)

HVAC EQUIPMENT SERVICE, INSPECTION, AND PROGRAMMING

PART I - GENERAL INFORMATION

1.0 Introduction: This Performance Work Statement (PWS) is for a services contract that will be utilized for the purpose of ordering any combination of services associated with HVAC performance, scheduled and unscheduled maintenance, technical inspections, and technical evaluations as described in the scope of work, for the Corps of Engineers, St. Louis District Area of Responsibility, which includes but is not limited to the National Great Rivers Museum.

1.1 Description of Services: The Contractor shall be able to perform maintenance, repairs, replacements, and/or direct delivery of materials to include but not limited to the following:

interior HVAC systems and/or component parts, exterior HVAC systems and/or component parts, and interior and exterior HVAC supply or distribution systems and other components for facilities and infrastructure throughout the agreement Area. The contractor must be a factory direct representative of the Metasys Energy Management System for the State of Illinois.

1.2 Location: Locations are below, in descending order.

National Great Rivers Museum #2 Lock and Dam Way East Alton, IL 62024.

1.3 Definitions:

Acceptable Quality Level (AQL): The AQL is the maximum percent defective that, for purposes of sampling, inspection can be considered satisfactory.

Contractor: The Prime Contractor and all Contractor employees and personnel. The Prime Contractor shall be responsible for ensuring all employees and subcontractors comply with the provisions of this contract.

Contracting Officer (CO): A person duly appointed with the authority to enter into and administer contracts on behalf of the Government.

Contracting Officer’s Representative (COR): An individual designated in accordance with subsection 201.602-2 of the Defense Federal Acquisition Regulation Supplement and authorized in writing by the Contracting Officer to perform specific technical or administrative functions.

Contractor’s Representative: A foreman or superintendent assigned to represent the interests of the Contractor with regards to all matters included in this contract.

Critical Element: A critical element is a task, procedure, or operation that has been determined to be mandatory to fulfill the condition, value, or measure comprising a standard.

Customer Complaint: A Government program that is explained to every organization that receives service under this contract which is used to evaluate a contractor’s performance, and a means of documenting certain kinds of contract service problems.

Defect: An instance of noncompliance with a service requirement. A defect may be caused by either non-performance or unsatisfactory performance.

Defective Service: A service output that does not meet the standard of performance associated with it in the Performance Requirements Summary (PRS).

Deliverable: Anything that can be physically delivered but may include non-physical things such as safety meeting minutes.

Government Property: All property owned by or leased to the Government or acquired by the Government under the terms of the contract.

Inspection: The examination and testing of supplies or services to determine whether the supplies or services conform to contract requirements. Inspecting is the process of measuring, examining, testing, or otherwise comparing the unit or service with the requirements.

Key Personnel: Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

Major Defect: A major defect reduces the usability of the unit of service for its intended purpose. A major defect is a defect that judgment and experience indicate would result in hazardous or unsafe conditions for individuals using, maintaining, or depending on the service delivery require corrective action to achieve substantial compliance with an established standard. A major defect is also classified as a collection of two or more minor defects in the same general area.

Minor Defect: A minor defect is a defect not likely to reduce the usability of the unit of service for its intended purpose or is a departure from the established standards having little or no bearing on the effectiveness of the unit of service. A minor defect is a defect that judgment and experience indicate is not a substantial deviation from requirements and generally does not require re-performance for overall performance to be considered satisfactory.

Non-Critical Element: A non-critical element is a task, procedure, or operation that has been determined to be essential to the overall condition, value, or measure comprising a standard, but will not constitute a substantial deviation (major defect) from the standard unless viewed in the context of repeated unsatisfactory performance, or non-performance.

Performance Requirement: The point that divides acceptable and unacceptable performance. In the case of surveillance by random sampling, the performance requirement is the maximum number of defectives in a random sample chosen that may occur before the Government will affect the price computation system in accordance with the Performance Requirements Summary and the Inspection of Services clause. When the method of surveillance is other than random sampling, the performance requirement is the number of defectives or maximum percent defective in the lot before the Government will affect the price computation system in accordance with the Performance Requirements Summary.

Performance Requirements Summary (PRS): Identifies the key service outputs of the contract that will be evaluated by the Government to assure contract performance standards are met by the Contractor.

Performance Standard: A desired condition, value, or measure by which a service or product is judged to meet a specification or requirement.

Performance Work Statement (PWS): The Performance Work Statement is the contract requirements document which describes the technical, functional and performance characteristics of the work to be performed, identifies essential functions to be performed, determines performance factors, including the location of the work, the units of the work, the quantity of work units, and the quality and timeliness of the work units. It serves as the scope of work and is the basis for all costs. It accurately describes the contract service requirements, including the standards to be used to determine whether the requirements have been met.

Physical Security: Actions that prevent the loss or damage of Government property.

Quality Assurance (QA): The Government procedures to verify that services being performed by the Contractor are performed according to acceptable standards. Those actions taken by the Government Quality Assurance Evaluator (QAE) to evaluate the Contractor’s Quality Control program against the contract specifications and requirements to assure services meet the requirements of the Performance Work Statement (PWS) and ensure that the Contractor maintains control of service delivery quality.

Quality Assurance Surveillance Plan (QASP): An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

Quality Control (QC): All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

Subcontractor: One that enters into a contract with a Prime Contractor. The Government does not have privity of contract with the subcontractor.

Work Day: The number of hours per day the Contractor provides services in accordance with the contract.

Work Week: Is defined as Monday through Thursday, unless specified otherwise.

2.0 Objectives and Scope

2.1 Objectives: The work and services covered by this agreement for HVAC services shall consist of furnishing all necessary management, supervision, personnel, inspection, tools, supplies, materials, services, incidentals, testing, equipment, facilities, transportation, and vehicles associated with repair, replace, renovation, design, engineering, construction, installation, scheduled and unscheduled maintenance, technical inspections, and technical evaluations as described herein, for the Corps of Engineers, St. Louis District Area of Responsibility, which includes but is not limited to the following site: National Great River Museum. The contractor must be a factory direct representative of the Metasys Energy Management System for the State of Illinois

2.2 Scope: The Contractor shall be able to perform maintenance, repairs, replacements, and/or direct delivery of materials to include but not limited to the following: interior HVAC systems and/or component parts, exterior HVAC systems and/or component parts, and interior and exterior HVAC supply or distribution systems and other components for facilities and infrastructure throughout the agreement Area. The contractor must be a factory direct representative of the Metasys Energy Management System for the State of Illinois.

1.1 The Contractor shall be capable of performing holistic HVAC services to support scheduled and unscheduled maintenance requirements. At a minimum, the HVAC Technicians shall be capable of performing duties, including but not limited to:

a. Removing, repairing, or replacing of inoperable or non-functioning system components to include but not limited to the Logic Control Panels, Boiler Units and Systems, Chiller Units and Systems, Supply and Return Ductwork, Supply and Return Water Lines, Pumps, Humidification Systems, Air Handler Units and Components, Condensing Units, Mini-Split Systems, Line Sets, Thermostats, Plumbing, Electrical/Wiring Connections, etc.

b. Recommending, designing, engineering, installing, and constructing partial or entire HVAC systems, including any upgrades, replacements, and/or alterations required of all aforementioned components. This includes components that are not scheduled for replacement, and are required to be revised for installations of new HVAC System components as specified to be replaced, completed, functional, and operational in accordance with the agreement specifications. The Contractor shall be responsible for delivery and installation of upgraded or replaced components and connection to the existing system, plumbing, drainage, and electrical feeds.

c. The Contractor shall repair boilers one and two and perform the maintenance on both per the manufacturers recommendations. Mechanics will pull the burners, clean the heat exchangers, and clean the burners. Will need to change out all the water temp sensors, gaskets, ignitors, and rectifiers since these boilers have not had maintenance done on the in some time. Once the boilers are cleaned they will be started up and we will perform a flue gas analysis to tune each boiler correctly.

Period of Performance: The period of performance shall be for one year plus four option years.

3.0 General Information:

3.1 Hours of Operation: The Contractor shall be responsible for scheduling services between the normal business hours of 7:00 AM and 5:00 PM Monday thru Friday except Federal holidays or when the Government facility is closed. Work to be performed outside normal business hours, weekends and holidays shall be considered and compensated as to the applicable line items to which they relate. Work performed outside normal working hours shall be performed only as directed by the Contracting Officer.

3.2 Recognized Federal Holidays:

New Year’s Day - January 1st Martin Luther King's Birthday - 3rd Monday in January Washington's Birthday - 3rd Monday in February Juneteenth – June 19th

Memorial Day - Last Monday in May Independence Day - July 4th Labor Day - 1st Monday in September Columbus Day - 2nd Monday in October Veterans Day - November 11th Thanksgiving Day - 4th Thursday in November Christmas Day - December 25th

3.3 Quality Control (QC): The Contractor shall be responsible for maintaining an adequate quality control program to satisfactorily meet the specifications of this contract through the development of a Quality Control Plan (QCP). The Contractor’s quality control program is how he assures himself that his work complies with the requirements of the contract. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s designated Quality Control (QC) person is the primary point of contact with the Government Quality Assurance Representative (QAR) for the performance of services for this contract and is responsible for communicating all delays, failures, and remedies in a timely manner to avoid a Quality Assurance Evaluation (QAE) inspection failure that could result in deductions made. The program shall include, but not be limited to the following: An inspection system covering all the services stated in the contract specifications (this shall include inspection of work performed on weekends or non-duty hours) and it must specify areas to be inspected on both a scheduled or unscheduled basis and the individuals who will do the inspection. Three (3) copies of a comprehensive written QCP shall be submitted to the Contracting Officer and COR within 10 business days after date of award and within five (5) working days when changes are made thereafter. After acceptance of the QCP, the Contractor shall receive the Contracting Officer’s acceptance in writing of any proposed change to his QC system. The Contractor shall provide to the government an inspection report template, to be approved by the government, which shall be used during each service. As part of the inspection program, the Contractor shall provide to the COR a written inspection report for each daily service and submit to the USACE Rivers Project Office, 301 Riverlands Way, West Alton, MO 63386. on the first business day following performed services. Upon completion of services involving parts replacement or repair, the total system shall be tested to confirm that all portions, including the replaced or repaired parts, are functioning properly. The COR will be notified of any malfunctions created by the directed parts replacement or repair to the overall system.

3.4 Quality Assurance (QA): The Government shall monitor the Contractor’s services using various inspection methods as outlined in the Quality Assurance Surveillance Plan (QASP). The Government reserves the right to alter or change the type of inspection plan at its discretion at any time. If the Contractor fails to perform according to the performance standards, a Notification of Contract Deficiency or Contract Deficiency Report will be issued by the COR. The Contractor shall respond in writing to the COR. If the nature and the schedule for this type of work does not afford an opportunity to re-perform the service, a deduction for work not performed shall be made. The Contractor will be annually rated as outstanding, satisfactory, marginal, or unsatisfactory in the following areas: (1) quality of work, (2) timely performance,

(3) effectiveness of management and (4) compliance with safety and security standards. The Contractor will be advised of any marginal or unsatisfactory rating, either in an individual element or in the overall rating prior to completion of the evaluation, and all Contractor comments will be a part of the official record.

3.5 Correction of Deficiencies: The Contractor shall be required to correct deficiencies as directed by the Contracting Officer via modification to this contract. All deficiencies that affect the performance of the HVAC equipment and systems found during inspections, shall be documented by photograph and findings report along with a price proposal to complete the work. Proposal shall include detailed description of work and cost breakdown of parts, materials, labor and other associated costs.

After inspections are completed and the findings report and proposal is submitted to the Contracting Officer or Contracting Officer Representative, a modification will be processed to add specifications and funding for any necessary repairs approved by the Contracting Officer. No repairs will be completed until the modification is awarded by the Contracting Officer. The response time after receiving a modification for repairs or maintenance is one (1) business day.

3.6 Environmental Program: The Contractor shall establish and maintain quality control for environmental protection operations to assure compliance with contract requirements and maintain detailed records of quality control for all operations. One (1) copy of these records shall be provided to the COR along with the reports for Annual Maintenance/Inspections/Servicing as applicable.

a. The Contractor shall also comply with Federal, State, and local laws, regulations, and standards regarding environmental protection. The Contractor shall dispose of, at their expense, all waste material generated in servicing the HVAC covered by this contract. Waste materials consist of lubricants, cleaning material, paints, absorbents, and any other material brought on site by the Contractor that is not part of the fixed equipment. All waste materials shall be disposed of in accordance with Federal, State, and local laws. The Contractor shall indemnify Owner from and against any and all claims, losses and liabilities arising out of Contractor's breach of this provision. Prior to any material’s arrival on site, the Contractor shall provide to the COR Material Safety Data Sheet(s) for each material and shall keep a binder of all Material Safety Data Sheets on site for easy access.

b. Within 15 calendar days after date of award, the Contractor shall submit in writing an Environmental Protection Plan (EPP) and meet with the Government to develop a mutual understanding relative to compliance with this provision and administration of the EPP. Any changes to the EPP shall be submitted within 15 calendar days of receiving the award. The EPP shall include, but not be limited to, the following items:

(1) Methods of protection against spills (hazardous and non-hazardous) in the work areas and procedures for clean-up.

(2) Work area plan showing the proposed activities in each portion of the areas and identifying them.

(3) Procedures for disposing of hazardous and non-hazardous materials brought to the site.

(4) Sustainability – The Contractor shall comply with the following sustainability guidelines where applicable during the contract duration.

a. EPA Designated (CPG): Under the Comprehensive Procurement Guidelines (CPG) program, the Environmental Protection Agency (EPA) designates products that are or can be made with recovered materials and recommends practices for buying these products.

Any designated product that is being offered or supplied under this contract shall meet the minimum recommended content levels as identified under the CPG program. Visit http://www.epa.gov/epawaste/conserve/tools/cpg/products for a complete list of designated products and the associated recommended content levels. Offerors must be able to demonstrate that each offered product meets minimum content levels upon request.

b. Safer Choice: The contractor shall provide Safer Choice labeled products under this contract, as applicable. The contractor is encouraged to visit http://www2.epa.gov/saferchoice/products for updated lists of qualifying products.

c. Bio-based: The United States Department of Agriculture (USDA) designates certain biobased products for federal procurement and specifies minimum biobased content levels for those products. Any designated product that is being offered or supplied under this contract shall meet USDA BioPreferred’s minimum biobased content level. Visit the BioPreferred web site for the complete list of designated products and the associated minimum biobased content level requirements.

d. Energy Star: As required in clause 52.223-15 Energy Efficiency in Energy-Consuming

Products, the contractor shall only provide products that earn the ENERGY STAR label and meet ENERGY STAR specifications for energy efficiency. The contractor is encouraged to visit http://www.energystar.gov for complete product specifications and updated lists of qualifying products.

3.7 Contractor Representatives: The Contractor shall personally supervise the work or provide a Contractor Representative who is responsible for quality control whenever the work specified herein is being performed.

The Contractor Representative shall conduct overall management coordination and be the central point of contact and shall deal directly with the COR, for normal day-to-day administration of the contract provisions for performance of all work under this contract. The Contractor Representative shall have full authority to contractually commit the Contractor for prompt action on matters pertaining to administration of the entire contract. The Contractor Representative shall deal directly with the COR for normal day-to-day administration of the contract provisions.

3.8 Supervision: Foreman/Superintendent: The Contractor shall appoint in writing to the COR a competent individual as the Contractor’s foreman/superintendent. This individual may also serve as Quality Control Manager and/or Safety Program Manager. The foreman/superintendent shall be present and available whenever work is being performed and shall have full authority and power to act for the Contractor on items pertaining to overall work performance, management, coordination, and supervision to assure that job performance in each category meets the contract specifications and requirements. The Foreman/Superintendent and/or Quality Control Manager and/or Safety Program manager shall be familiar the contract specifications and is required to have a copy of the contract in their possession at all times for referral concerning questions of Contractor responsibility.

3.9 Contractor Employees Conduct and Competency: Any Contractor employee who persists in not following jobsite requirements shall be removed from the job at the request of the COR. Factors that may contribute to removal of a contractor employee include not following site safety and security requirements, accessing secured areas without an escort, and working while under the influence of alcohol and/or drugs.

Professional behavior is expected at all times while performing work on federal property for the United States Army Corps of Engineers.

3.10 Damages or Loss of Contractor’s Supplies and Property: The Contractor is responsible for taking the action necessary to protect their property from loss, damage, or theft. The Government assumes no responsibility.

3.11 Damages to Government Property: The Contractor shall use reasonable care to avoid damaging buildings, equipment, vegetation, and other Government property. If the Contractor damages or loses any of this property, the Contractor shall replace or repair the damage, at no cost to the Government, to the approval of the Contracting Officer. A written report of the incident and extent of such damage shall be submitted to the Contracting Officer within two (2) working days (less weekends and holidays) of the occurrence. If the Contractor fails or refuses to make such repairs or replacements, the Contractor shall be liable for the cost, which will be deducted from a future invoice.

3.12 Interruption to Systems: All work that would necessitate an interruption of the use of the project or to the utility systems or otherwise disrupt facility occupants and/or the visiting public shall be coordinated and approved, in advance, by the COR. Interruptions shall be kept to a minimum.

3.13 Progress/Performance Meetings: The COR and Contractor shall meet to review the Contractor's performance. At these meetings, the Government will apprise the Contractor on performance and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be held annually at the Rivers Project Office.

Additional meetings may be necessary throughout the performance of the contract as deemed to be required by the COR. When applicable, the Contractor shall submit to the COR all written recommendations for repairing all HVAC equipment and system deficiencies and the cost to bring deficiencies up to government standards.

3.14 Contracting Officer’s Representative (COR): The COR will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract, perform inspections necessary in connection with contract performance, maintain written and oral communications with the Contractor concerning technical aspects of the contract, issue written interpretations of technical requirements including Government drawings, designs, specifications, monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies, coordinate availability of Government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

3.15 Payment: The Contractor shall furnish all invoices to the COR at the Rivers Project Office, West Alton, MO, 63386. The Contractor shall include all costs associated with contract line items required to perform the required work. The invoice will specify the line-item work and quantities utilized. The Contractor shall submit receipts for all approved reimbursable materials used along with the associated invoice.

PART II – SECURITY AND SAFETY

1.0 Security Requirements: Contractor personnel performing work under this contract are responsible for applicable security requirements at time of the proposal submission and must maintain the level of security required for the life of the contract. The following requirements shall be implemented and adhered to throughout the life of the contract:

a. AT Level I Training: All contractor employees, to include subcontractor employees, requiring access to Army installations, facilities, controlled access areas, or require network access, shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable.

Upon request, the contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website:

http://jko.jten.mil/courses/atl1/launch.html.

b. For Access and General Protection Policy and Procedures. All Contractors and sub-contractor employees shall comply with installation and facility access guidelines and rules as stated herein.

Contractor workforce must comply with all personal identity verification requirements as directed by Department of Defense, Department of the Army, St. Louis District and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any installation or facility change, the Government may require changes in Contractor security matters or processes.

a. For contractors who do not require CAC but require access to a DoD facility or installation. Contractor and all associated sub-contractors employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB), applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative, as NCIC and TSDB are available), in accordance with status of forces agreements and other theater regulations.

c. Suspicious Activity Reporting Training. The contractor and all associated sub-contractors shall receive a brief/training (provided by the COR) on the local suspicious activity reporting program.

This locally developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the project manager, security representative or law enforcement entity. This training shall be completed within 30 calendar days of contract award and within 30 calendar days of new employees commencing performance with the results reported to the COR NLT 5 calendar days after the completion of the training.

d. Will be escorted in areas where they may be exposed to classified and/or sensitive materials and/or sensitive or restricted areas. All contract employees, including subcontractor employees who are not in possession of the appropriate security clearance or access privileges, will be escorted in areas where they may be exposed to classified and/or sensitive materials and/or sensitive or restricted areas.

e. Pre-screen employees using E-Verify Program.

a. The Contractor must pre-screen employees using the E-verify Program

(http://www.uscis.gov/e-verify) website to meet the established employment eligibility requirements. The Vendor must ensure that the employee has two valid forms of Government issued identification prior to enrollment to ensure the correct information is entered into the E-verify system. An initial list of verified/eligible employee must be provided to the COR no later than 3 business days after the initial contract award.

2.0 Safety: The Contractor shall comply with the applicable provisions of the current EM 385-1-1, Safety and Health Requirements Manual, U.S. Army Corps of Engineers (current edition Nov 2014;

http://www.usace.army.mil/SafetyandOccupationalHealth/EM38511,2008BeingRevised.aspx.

If the Contractor fails or refuses to promptly comply with the safety and/or security requirements as specified herein, the Contracting Officer may issue an order stopping all or part of the work of this contract affected by the infraction until satisfactory corrective action has been taken. No part of the time lost due to any such stop shall be made subject to claim for extension of time or for excess costs or damages to the Contractor.

Also, the Contractor will not be paid for work not performed as a result of the stop order. The Contractor will be furnished two sets of keys and/or access cards to those buildings and areas where access is necessary to perform the work described herein or as determined to be necessary by the COR. No duplicates of the keys are authorized to be obtained in any manner by the Contractor or by any Contractor employee. Any additional keys required by the Contractor will be furnished by the COR. Security of the keys shall be the responsibility of the Contractor. The failure of the Contractor to provide adequate key security will result in a deduction from payment due the Contractor for replacement cost per lost or damaged key and a deduction for setting new combinations for any affected facility at the rate charged by the manufacturer per lock. For security purposes, the Contractor will furnish the COR the names, addresses and telephone numbers of those employees who will be performing work under this contract, prior to the commencement of the contract.

Afterwards, all new employees will be approved by the COR prior to their starting work. All Contractor employees shall be 18 years of age or older. The Contractor shall be required to submit a Safety Plan for review by the COR before performing any work. Reference is made to Appendix B, Accident Prevention Plan Checklist (Form A-02), which details the requirements of the Safety Plan. Three (3) copies of the Safety Plan shall be submitted to the Contracting Officer and COR within 10 business days after date of award and within five (5) working days when changes are made thereafter. After acceptance of the Safety Plan, the Contractor shall receive the Contracting Officer’s acceptance in writing of any proposed change to his safety program.

The Contractor shall conduct a safety meeting, at least quarterly, with Contractor's personnel to discuss potential safety hazards. All employees shall be briefed on safety procedures including such things as electrical safety, first-aid, visitor protection, and reporting accidents or injuries. Additional safety briefings regarding safety procedures shall be provided by COR.

3.0 Accident Reporting: The Contractor shall maintain an accurate record and shall report to the COR all accidents within 24 hours of the occurrence. Serious accidents (those resulting in death or injury requiring medical attention) and damage to Government property exceeding $2,000 shall be reported to the COR immediately.

PART III – HVAC SERVICES

1.0 General Information

1.1 Basic Services: The Contractor shall furnish all necessary management, personnel, incidental materials, supplies, parts, tools, equipment, and vehicles, except as otherwise provided for herein, required to inspect, test, repair, program, and maintain serviceability of HVAC equipment and systems, at the National Great River Museum (The HVAC equipment and systems shall be maintained so they are operational 24 hours a day, 7 days a week and 365 days a year. The services required in this contract are in addition to any operation and maintenance performed by Government personnel; however, the Government reserves the right to perform any or all of the services described herein with its own personnel or alternative procurement methods.

1.2 Utilities: The Contractor may use Government utilities where available. The Contractor shall make an effort to conserve utilities and shall comply with all Government regulations regarding energy conservation.

Utilities shall be used only in the performance of work specified in this contract. Where water and electricity are not provided, the Contractor must obtain them from other sources at no additional expense to the Government.

1.3 Forms: All Department of Defense forms required by the Government to be used under this contract will be provided by the Government to the Contractor.

1.4 Operating Manuals: Equipment or facility operating manuals and suppliers’ catalogs presently maintained by the Government will be made available to the Contractor on an as needed basis.

1.5 Applicable Publications: The Contractor shall perform technical work in accordance with applicable publications. They include but are not limited to:

Manufacturer Recommendations Operating Manuals, Repair Manuals and Maintenance Manuals Industrial standards and codes (latest editions): Underwriters Laboratories, Inc.

National Electrical Code Sheet Metal Manufacturers Air Moving and Conditioning Association American Welding Society American National Standards Institute American Institute of Steel Construction American Society for Testing and Materials

1.6 Contractor Furnished Items: All Contractor furnished items shall meet all applicable Federal, State, and local laws or regulations. When the contract requires the use of the equipment or vehicles, the operator must be qualified to operate the equipment. Unless otherwise specified, when the Contractor provides services under this contract, the Contractor shall provide all the necessary “tools of the trade” to accomplish the work. This includes the vehicles necessary to transport any materials and supplies, and/or Contractor personnel to and from the job site. All Contractor furnished supplies, parts and materials used shall be new and the same brand and model as the existing facilities or of a quality equal to or better than the items to be replaced or in accordance with the Government’s specifications. The items used shall be standard products of manufacturers regularly engaged in the production of such items. All Contractor furnished items are subject to approval by the Contracting Officer Representative prior to being used. The Contractor shall submit manufacturer’s instructions including special provisions required to install equipment components and system packages. If necessary, data composed of catalog cuts, brochures, circulars, specifications and product data, and printed information in sufficient detail and scope to verify compliance. Submittals must be made and approved prior to installation.

Part IV - TECHNICAL PROVISIONS AND DESCRIPTION OF WORK

HVAC Equipment and Systems Information: The Contractor shall perform inspections, maintenance, testing, and repairs as directed by the government for the following HVAC. All items shall be in compliance with manufacturer’s recommendations, NFPA regulations, and all applicable state, local, and federal codes, rules, laws, and regulations. Retagging shall be included where applicable. After completing the inspections, the Contractor shall provide detailed cost breakdowns to the government detailing all parts, labor, and associated expenses to bring systems back into NFPA compliance. This shall include rehabbing the old system, as well as installing a new system.

Equipment requiring servicing/maintenance that will require the equipment to be taken out of service shall be coordinated with the government at least 1 business day prior to beginning work. Standby equipment shall be provided by the contractor, where/when applicable to the discretion of the government, for the duration of the repair until the original equipment is placed back into service, and the work is accepted by the government. The Contractor shall also identify potential detrimental site conditions that could compromise the performance of any systems and/or components, if present, and present these findings in a report to the government, along with recommended corrective actions and pricing for such actions. The Contractor shall furnish a comprehensive report of each inspection, test, repair, or service call results after each visit. The contractor must be a factory direct representative of the Metasys Energy Management System for the State of Illinois.

1.0 .

HVAC Overview. The Contractor shall be able to perform maintenance, repairs, replacements, and/or direct delivery of materials to include but not limited to the following: interior HVAC systems and/or component parts, exterior HVAC systems and/or component parts, and interior and exterior HVAC supply or distribution systems and other components for facilities and infrastructure throughout the agreement Area. The contractor must be a factory direct representative of the Metasys Energy Management System for the State of Illinois.

1.2 The Contractor shall be capable of performing holistic HVAC services to support scheduled and unscheduled maintenance requirements. At a minimum, the HVAC Technicians shall be capable of performing duties, including but not limited to:

d. Removing, repairing, or replacing of inoperable or non-functioning system components to include but not limited to the Logic Control Panels, Boiler Units and Systems, Chiller Units and Systems, Supply and Return Ductwork, Supply and Return Water Lines, Pumps, Humidification Systems, Air Handler Units and Components, Condensing Units, Mini-Split Systems, Line Sets, Thermostats, Plumbing, Electrical/Wiring Connections, etc.

e. Recommending, designing, engineering, installing, and constructing partial or entire HVAC systems, including any upgrades, replacements, and/or alterations required of all aforementioned components. This includes components that are not scheduled for replacement, and are required to be revised for installations of new HVAC System components as specified to be replaced, completed, functional, and operational in accordance with the agreement specifications. The Contractor shall be responsible for delivery and installation of upgraded or replaced components and connection to the existing system, plumbing, drainage, and electrical feeds.

f. Scheduled maintenance per manufacturer’s specifications. The contract has ability to provide emergency service 7 days a week and 24 hours a day.

1.1 Maintenance/Inspections/Servicing: The contractor shall perform all work herein during scheduled visits and as notified and directed by the government:

a. Inspection: The contractor shall inspect the HVAC equipment and systems to preserve the life of the equipment. When, as a result of a Contractor examination, corrective action is determined to be the responsibility of the Contractor, the Contractor shall proceed immediately to make (or cause to be made) replacements, repairs, and corrections. When such work is determined to not be the Contractor’s responsibility, a written report by the Contractor shall be delivered to the COR. The report shall include all HVAC equipment and systems deficiencies and prepare an estimate for repair needed to bring deficiencies back to acceptable government standards.

b. Scheduled Maintenance / Repair: All maintenance and repairs performed by the contractor shall be scheduled in advanced time prior to commencement and subject to final approval of the COR.

1.2 Service Agreement: The work and services covered by this agreement for HVAC services shall consist of furnishing all necessary management, supervision, personnel, inspection, tools, supplies, materials, services, incidentals, testing, equipment, facilities, transportation, and vehicles associated with repair, replace, renovation, design, engineering, construction, installation, scheduled and unscheduled maintenance, technical inspections, and technical evaluations as described herein, for the Corps of Engineers, St. Louis District Area of Responsibility, which includes but is not limited to the following site:

National Great River Museum. The contractor must be a factory direct representative of the Metasys Energy Management System for the State of Illinois. The Contractor shall perform an in-depth systems inspection of HVAC controls. Reference is made to Appendix A, inventory list of all known equipment and systems to be inspected, showing the items/areas that could be included in the In-Depth Systems Inspection. Upon completion, the Contractor shall provide a written report for the National Great Rivers HVAC systems within three (3) business days to the COR. The reports shall include recommended repairs under standard Maintenance/Inspections/Testing/Servicing along with non-standard repairs required. Reports shall include a breakdown of required parts, labor, costs in accordance with the line items of the contract and required duration/timeframe required for completing the repair work for budgeting purposes.

1.3 Miscellaneous Materials/Parts: When materials or repair parts are required to complete a task or service call not associated with standard maintenance or repairs, the costs and quantities shall be researched, estimated, and discussed with the COR during negotiations, reviewed by the KO, and a modification will be issued prior to purchase of these materials or parts. The items will be standard products of manufacturers regularly engaged in the production of such items. When significant price or quality difference are apparent between products, the Contractor shall consult with the COR prior to purchase. When feasible, the Contractor shall maintain an appropriate stock of frequently used items to provide service calls in a timely manner. When materials are used out of Contractor’s stock, an invoice shall be provided identifying those items for each associated task. Government reserves the right to verify current wholesale supplier pricing.

The Contractor shall submit receipts for all approved reimbursement materials used in the performance of the requirement along with the associated invoice. The Contractor will not be reimbursed for equipment, tools, fuel, or expendable items deemed common to the trade as incidental support supplies used for repairs, normally used up or consumed in service. Costs associated with other parts and materials required for non-standard maintenance shall be negotiated prior to purchase.. Repair parts and materials will not be pre-paid by the Government. Any and all changes proposed must be reviewed by the KO and a modification issued before parts, materials are purchased, or services are performed.

1.4 Purchase of New Equipment: In the event that new HVAC equipment, or other miscellaneous equipment related to HVAC safety is requested, the contractor shall provide these items to the government as requested. All equipment must be new, unused, and conform to the manufacturer’s specifications of the equipment, as well as meet any additional state, local, and federal law requirements. Any proposed equipment additions must be reviewed by the KO, and a modification issued prior to new and miscellaneous related equipment is purchased. The government reserves the right to specify size, type, brand, etc. of equipment. All equipment purchased shall be delivered to the Rivers Project Office, 301 Riverlands Way, West Alton, MO 63386, unless otherwise stated.

Part V - PERFORMANCE STANDARDS

1.0 Performance Requirements Summary (PRS): The contract service requirements are summarized in performance objectives that relate directly to requirements. The performance threshold briefly describes the minimally acceptable levels of service required for each requirement. The PRS and the Contractor’s Quality Control Plan provide information on contract requirements, the expected level of Contractor performance and the expected method of Government validation and confirmation of services provided.

These thresholds are critical to mission success.

PERFORMANCE OBJECTIVE PWS PARA. PERFORMANCE

THRESHOLD REMEDY METHOD OF

ASSESSMENT

PRS No. 1

Maintenance/Inspections/Servicing Part IV, Para. 1.1 No more than two

(2) deficiencies per month (not performing items listed in PWS paragraph.

Correct deficiencies within twenty-four (24) hours of notification

Periodic Validation

Continuity of Service Part IV, Para. 1.1 No more than one

(1) business day for HVAC support equipment and systems every three

(3) months.

Correct out of service equipment and systems within one (1) business day

PRS No.2

Callback Service Part IV, Para. 1.3 Arrive within the time specified for the type of call. No more than two (2) delays every month

Contractor shall complete a written corrective action report

Appendices

APP A – Inventory/Bid Schedule APP B – Accident Prevention Plan Checklist (Form A-02)