RFQ27006991 Scope of Work.pdf

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AGENCY SOLICITATION SPECIFICATIONS

RFQ – REQUEST FOR QUOTE PUBLIC WORKS

HEADER

TITLE: HVAC System Replacement, Electrification, Narragansett Bay National Estuarine Research Reserve (NBNERR) Field Station, Prudence Island, Rhode Island

DESCRIPTION: The Rhode Island Department of Environmental Management (DEM), in coordination with the Rhode Island Office of Energy Resources (OER) “Lead by Example” program, seeks quotes from qualified mechanical and electrical contractors to remove the existing fossil-fuel-fired heating and split cooling equipment at the NBNERR Reserve Headquarters / Field Station on Prudence Island and replace it with a fully electrified, high-efficiency heat pump HVAC system, together with the electrical service upgrade required to support it. Bidders shall price a Base Bid (a ducted variable refrigerant flow system with dedicated energy recovery ventilation, designed by the Engineer of Record) and Alternate 1 (a simplified ductless heat pump system), with Alternate 1 stated as a deduct from the Base Bid price in Section F. Bidders must hold the Rhode Island electrical and mechanical/HVAC licenses specified in Section B.8.

Federal Funding – Build America, Buy America (BABA) Requirements This project is partially funded by a federal grant awarded by the National Oceanic and Atmospheric Administration (NOAA). Accordingly, all work, equipment, materials, and services provided under this contract shall comply with all applicable requirements of the Build America, Buy America Act (BABA) and with all other federal terms and conditions attaching to the NOAA award. The awarded Vendor shall provide documentation and certification of BABA compliance upon request and shall cooperate with all reporting required to verify ongoing compliance for the duration of the project.

PRE-BID CONFERENCE: YES

Mandatory: NO – attendance at the pre-bid conference and site walkthrough is strongly encouraged but is not mandatory.

Location: NBNERR Field Station, 55 South Reserve Drive, Prudence Island, RI 02872. Date and time: Thursday September 17, 2026 at 2:30pm. The site is accessible only by ferry from Bristol, Rhode Island; bidders are responsible for their own travel arrangements and should review the Prudence Island Ferry schedule in advance. Bidders intending to attend must notify the Division of Purchases contact identified in this solicitation by 12:00pm Wednesday September 16, 2026 so that site access and staff escort can be arranged.

BONDING REQUIREMENTS

Bid Surety Bond Required: YES – five percent (5%) of the total Base Bid amount.

Payment and Performance Bond Required: YES – one hundred percent (100%) of the awarded contract amount, including any accepted alternate.

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SECTION A. BACKGROUND

The Narragansett Bay National Estuarine Research Reserve (NBNERR) is one of thirty National Estuarine Research Reserves nationwide, established under the Coastal Zone Management Act and operated in Rhode Island as a partnership between the Rhode Island Department of Environmental Management (DEM) and the National Oceanic and Atmospheric Administration (NOAA). The Reserve encompasses Prudence Island and surrounding islands and waters in Narragansett Bay and supports long-term estuarine research, water quality monitoring, coastal training, and public education.

The Reserve Headquarters / Field Station is located at 55 South Reserve Drive, Prudence Island, Rhode Island. The building is a single-story structure of approximately 5,000 square feet. It houses a visitor and learning center, a water quality laboratory, a small library, and office space for ten

(10) full-time staff. The facility also includes a single-bay garage currently used as a workshop and for storage of field gear and an electric golf cart. The building is occupied year-round and supports temperature-sensitive laboratory and instrumentation functions.

The existing HVAC system is at the end of its service life and relies on fossil fuel for space heating.

Replacing it presents an opportunity to eliminate on-site combustion for space conditioning, improve occupant comfort and indoor air quality, reduce the maintenance burden at a remote island facility, and reduce operating cost and greenhouse gas emissions. Decarbonization of the building’s heating system is the primary objective of this procurement.

This project advances Rhode Island Executive Order 23-06, State Agencies to Lead by Example and Act on Climate, and the goals of the 2021 Act on Climate (R.I. Gen. Laws § 42-6.2-1 et seq.).

It also supports the objectives of the OER Lead by Example program, which promotes energy efficiency, building decarbonization, and clean energy improvements at State facilities.

The Engineer of Record (EOR) for this project is André Gill Engineering, LLC, 40 Overlea Road, North Smithfield, RI 02896, which prepared the mechanical and electrical design set titled “HVAC and Electrical Upgrades – Field Station Phase VI, Prudence Island, RI,” AGE Project No. 2407, Revision 1 dated 05MAR25. That design set constitutes the Base Bid design for this solicitation and is provided as a solicitation attachment. The EOR will provide construction administration services, including shop drawing review, site observation, and a stamped construction affidavit and record set at project closeout.

SECTION B: SCOPE OF WORK AND REQUIREMENTS

B.1 Overview and Bid Structure DEM requests quotes for the furnishing and installation of a complete, fully electrified replacement HVAC system, and the associated electrical service upgrade, at the NBNERR Field Station. The Contractor shall provide a complete, turn-key project including all labor, materials, equipment, tools, transportation, permits, supervision, testing, commissioning, training, and closeout documentation necessary to deliver a fully operational system.

Bidders shall submit pricing for both of the following. Alternate 1 shall be stated as a deduct (SUBTRACT) from the Base Bid price in Section F:

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Base Bid – A ducted variable refrigerant flow (VRF) air-source heat pump system reusing and extending the existing supply and return ductwork, with a dedicated energy recovery ventilator (ERV) providing code-required outdoor air through new dedicated ductwork, together with full demolition of the existing equipment and the electrical service upgrade. Basis of design: AGE Design Set, Project 2407, Revision 1 dated

05MAR25.

Alternate 1 – A simplified ductless (mini-split / multi-split) air-source heat pump system serving the same conditioned spaces without new or reused air distribution ductwork, together with the demolition necessary to install the new system and the same electrical service upgrade. Basis of design: the performance specification set forth in Section B.6 below. There is no Owner-furnished design for Alternate 1; a Contractor-furnished delegated design is required.

The State intends to award a single contract to a single Contractor. Bidders must price both the Base Bid and Alternate 1; a quote that prices only one will be considered non-responsive.

It is the State’s expectation that Alternate 1 will be less costly than the Base Bid, as it eliminates new and modified ductwork, the ducted air handler installations, and the associated air balancing scope. Both options achieve full electrification of space heating and cooling. The State is evaluating both solutions and will weigh first cost against distribution performance, ventilation compliance, zoning granularity, serviceability at a remote island site, and long-term operating cost.

B.2 Existing Conditions The following summarizes the existing conditions as documented in the AGE design set. This summary is provided for convenience only; the drawings and specifications govern.

Space heating is currently provided by four (4) fossil-fuel-fired furnaces / air handling units, designated AHU-1 through AHU-4, located throughout the building and in the mechanical room (Room 106).

Cooling is provided by five (5) existing exterior condensing units, designated CC Unit and CC Units #1 through #4, all of which are to be demolished.

Existing supply and return ductwork and existing exterior louvers are in place and, under the Base Bid, are intended to be reused.

The existing main distribution panel (MDP) is a 200 A single-phase panel which feeds a three-phase panel by way of a phase converter. The existing service does not have the capacity to serve the new electric heating and cooling equipment.

Certain systems, including fuel oil lines and boiler breeching, are also connected to the domestic hot water service and cannot be fully shut down. Phased demolition will be required to maintain operational continuity.

Existing conditions drawings were prepared from non-invasive site walkdowns and from records developed across multiple prior projects. Not all piping and equipment is depicted. The Contractor must thoroughly review existing site conditions and become intimately familiar with the project scope. Discrepancies and questions shall be referred to the Owner and the Engineer of Record for clarification.

Conditioned spaces include, without limitation: Education Center (101), Meeting Room / Library (102), Office (103), Open Space (104), Instrument Room (105), Mechanical Room (106), Janitor’s Room (107), Lavatories (108, 109), Biological Research (110), Gear Room (111), Halls (112, 118), Natural History Lab (113), Water Quality Lab (114), Storage Rooms (116, 117), and Garage (119).

B.3 Project Objectives

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Eliminate on-site fossil fuel combustion for space heating and fully electrify the heating and cooling of the Field Station, consistent with Executive Order 23-06 and the Act on Climate.

Provide reliable, code-compliant heating, cooling, and ventilation for a year-round-occupied facility that includes temperature- and humidity-sensitive laboratory and instrumentation spaces.

Provide heating equipment capable of maintaining design indoor conditions at the Rhode Island winter design temperature without reliance on fossil-fuel backup.

Upgrade the incoming electrical service and distribution to safely and reliably support the electrified mechanical load and to provide reasonable spare capacity for future electrification.

Minimize disruption to Reserve research, monitoring, education, and visitor operations during construction.

Deliver a system that can be reliably maintained and serviced at a remote, ferry-access-only island facility.

Comply with all applicable federal, State, and local codes, regulations, and standards, including the BABA requirements applicable to the NOAA award.

B.4 General Requirements Applicable to Both the Base Bid and Alternate 1 B.4.1 Codes, Standards, and Listings The installation and all equipment shall comply with the Rhode Island State Building Code, including the State Mechanical Code, State Electrical Code (NFPA 70), State Energy Conservation Code, and all applicable building, fire, seismic, structural, and plumbing codes, together with all applicable federal, State, and local regulations.

Only products that are listed, tested, identified, or labeled by Underwriters Laboratories (UL), FM Global (FM), Intertek/ETL, or another nationally recognized testing laboratory shall be used as components in the project. Non-listed products are permitted only where a comparable usable listed component does not exist, and must be identified as such in all submittals. The Contractor shall use components that are recyclable, that contain recycled content, and that are ENERGY STAR® rated where available on the market. All refrigerant handling shall comply with EPA Section 608 requirements, and refrigerant recovery documentation shall be provided for the project record.

B.4.2 Demolition

1. Coordinate all demolition work with the Owner’s Representative and other trades prior to starting. Submit a demolition plan and schedule to the Owner’s Representative for approval before starting work.

2. Ensure all systems – refrigerant, oil, and electrical – are made safe and properly isolated before commencing any work. Protect existing systems and equipment not scheduled for demolition so that they remain operational.

3. Remove the existing air handling units in phases to minimize disruption to building operations. Disconnect and remove electrical connections associated with each unit;

label and identify all wiring for potential reuse.

4. Recover refrigerant in accordance with EPA guidelines before disconnecting any refrigerant lines and provide documentation of recovery for the project record. Remove the five (5) existing exterior condensing units and associated pads, piping, and supports.

5. Remove all abandoned piping back to its nearest active connection or to a location designated by the Owner. Remove abandoned HVAC equipment, materials, ductwork, and components, or confirm that they are properly abandoned in place where directed by the Owner.

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6. Where systems such as fuel oil lines or boiler breeching cannot be fully shut down because of their connection to the domestic hot water service, provide additional phasing as required to maintain operational continuity. Coordinate all such phasing with the Owner in advance.

7. Protect existing ductwork, louvers, and adjacent finishes from debris and damage.

Cap open duct ends temporarily to prevent contamination.

8. Remove all demolished materials from the site and dispose of them in accordance with all applicable local, State, and federal regulations. Because the site is on an island, the Contractor is responsible for all off-island transport and disposal, including any required barge or ferry transport and all associated fees.

9. Provide photographs and written documentation of existing conditions before and after demolition.

10. If suspect asbestos-containing material, lead-based paint, PCB-containing equipment, or other regulated materials are encountered, stop work in the affected area and immediately notify the Owner’s Representative. Abatement is not included in this scope and will be addressed separately.

B.4.3 Electrical Service and Distribution Upgrade (Included in Both the Base Bid and Alternate 1) The existing 200 A single-phase main distribution panel, which serves an existing three-phase panel through a phase converter, does not have capacity to serve the new electrified mechanical equipment. The Contractor shall provide a complete electrical upgrade as shown on Drawings E0.1 through E1.1 of the AGE design set, including:

1. A new main distribution panel (MDP) sized for the new load, refeeding all existing panels, and a new panel dedicated to the new mechanical equipment.

2. Removal of the existing phase converter and associated equipment where no longer required, and reconfiguration of the existing three-phase distribution as shown.

3. All coordination with the electric utility, including submission of load information, scheduling of service work, and any required service entrance modifications, metering changes, transformer changes, or utility-side upgrades. The Contractor shall include all utility coordination costs in its price and shall identify separately in its quote any utility fees assumed to be paid by the Owner.

4. All feeders, branch circuits, disconnects, overcurrent protection, grounding and bonding, conduit, wiring, wire management, equipment pads, seismic restraint, and labeling required for a complete and code-compliant installation.

5. Updated panel schedules and a signed and sealed one-line diagram reflecting the as-installed condition.

6. Temporary power as required to maintain continuous operation of Reserve laboratory instrumentation, water quality monitoring systems, refrigeration, freezers, IT and communications equipment, and life-safety systems during all switchover activities. All planned outages shall be scheduled in writing with the Owner not less than fourteen (14) calendar days in advance and shall be scheduled outside of normal operating hours where the Owner so directs.

7. Spare capacity: the new distribution equipment shall be sized to accommodate not less than twenty-five percent (25%) spare capacity beyond the calculated connected load to support future electrification. Provide a minimum of six (6) spare breaker spaces in the new mechanical panel.

B.4.4 Design, Permits, and Submittals

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1. Obtain and pay for all permits, inspections, and approvals required by the Town of Portsmouth, the State of Rhode Island, and any other authority having jurisdiction, including electrical, mechanical, and building permits and all associated fees.

2. Provide all shop drawings, product data, wiring diagrams, controls submittals, structural calculations, and coordination drawings for review by the Engineer of Record and the Owner. Any Contractor-furnished design documents and calculations shall be signed and sealed by a professional engineer licensed in the State of Rhode Island in the applicable discipline.

3. Confirm that all equipment specified or proposed is suitable and appropriate for the designated use and for the coastal marine environment of the site.

4. Verify all existing conditions and dimensions in the field prior to fabrication and installation. Drawings are generally diagrammatic; the locations of items not fixed by dimension are approximate and exact locations shall be determined in the field and approved by the Owner and Engineer of Record prior to installation.

5. Submit all equipment submittals for final approval to the Engineer of Record prior to procurement, including BABA compliance documentation for all iron, steel, manufactured products, and construction materials incorporated into the work.

B.4.5 Site Access, Logistics, and Coordination Bidders must account for the following site-specific conditions in their pricing and schedule.

Notwithstanding concealed or changed conditions, no change orders will be considered for additional work that could reasonably have been expected to be included in this project.

The Field Station is located on Prudence Island and is accessible only by ferry from Bristol, Rhode Island, or by privately arranged barge. There is no bridge access.

The Contractor is responsible for all transport of personnel, tools, equipment, materials, cranes or lifts, and construction and demolition debris to and from the island, including all ferry and barge scheduling, fees, permits, and weather contingency. Ferry service is subject to schedule limitations, vehicle size and weight restrictions, and seasonal and weather-related interruption.

Island-based trade labor, equipment rental, fuel, and material supply are limited. The Contractor shall not rely on same-day mainland resupply.

Laydown, staging, and secure storage areas on site are limited and shall be coordinated with and approved by the Owner’s Representative in advance. The Contractor is responsible for security of its own materials and equipment.

The facility will remain occupied and operational throughout construction. Work shall be sequenced to maintain conditioned space, power, and network connectivity for laboratory, monitoring, office, and public-facing functions. The Contractor shall maintain safe egress and shall separate work areas from public and staff areas at all times.

Work affecting visitor center and education programming shall be coordinated around the Reserve’s public program schedule, to be provided at the pre-construction meeting.

The site is within a National Estuarine Research Reserve. The Contractor shall take all reasonable measures to prevent release of refrigerants, fuels, oils, and construction debris to soil or surface water and shall comply with all applicable erosion and sediment control and spill prevention requirements. Any spill shall be reported immediately to the Owner’s Representative and to DEM.

Restore all affected roadways, walkways, lawns, landscaping, and building finishes to their original or better condition.

B.4.6 Quality Assurance, Commissioning, Training, and Closeout

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1. Provide design and construction supervision and contract management of all subcontractors.

2. Provide a project-specific Quality Assurance / Quality Control (QA/QC) plan and a project-specific Safety Plan prior to mobilization.

3. Perform startup and commissioning of all new equipment in accordance with manufacturer requirements and the Contract Documents and document all results.

Commissioning shall be performed by, or under the direct supervision of, a manufacturer-certified startup technician for the installed equipment line.

4. Perform testing, adjusting, and balancing (TAB) of all air systems by an independent, certified TAB agency (AABC or NEBB). For the Base Bid, the Contractor shall record and report current airflow conditions at each terminal throughout the building prior to demolition and provide these to the Engineer of Record for confirmation; following installation of new equipment, airflow at all terminals shall be re-confirmed and balanced to provide adequate airflow for heating and cooling. Submit a certified TAB report.

5. Verify heating and cooling performance at design conditions and verify correct operation of all control sequences, including occupied / unoccupied scheduling, setpoint control, defrost, alarms, and condensate overflow protection.

6. Provide not less than eight (8) hours of on-site training for Reserve and DEM facilities staff covering system operation, control interface, routine maintenance, filter replacement, seasonal changeover, common alarms, and troubleshooting. Provide a recorded version of the training for Owner retention.

7. Provide complete closeout documentation, including O&M manuals, warranty documentation, refrigerant charge and recovery records, TAB report, commissioning report, controls documentation and point list, startup reports, and record (as-built) drawings.

8. Provide a recommended preventive maintenance schedule and a list of recommended spare parts and consumables (including filters) appropriate to a remote island site, together with current pricing.

9. The Contractor shall warrant its work against defective materials and workmanship for a period of not less than two (2) years from the date of Substantial Completion and acceptance. Manufacturer equipment warranties shall be not less than the manufacturer’s standard, and in no case less than ten (10) years on compressors and five (5) years on parts, and shall be registered in the name of the Owner.

B.5 BASE BID – Ducted Variable Refrigerant Flow (VRF) Heat Pump System with Energy Recovery Ventilation The Base Bid shall be executed in full accordance with the AGE design set “HVAC and Electrical Upgrades – Field Station Phase VI, Prudence Island, RI,” Project 2407, Revision 1 dated 05MAR25, provided as a solicitation attachment. The following is a summary of that scope; the drawings and specifications govern in the event of any conflict.

The existing furnaces shall be removed and replaced with multi-position air handlers utilizing the existing ductwork. Fresh air and ventilation air shall be provided by way of an energy recovery ventilator serving new dedicated ductwork as shown on the plans. The Contractor shall provide all mechanical, electrical, control wiring, and plumbing for the new equipment and shall install new and/or modify existing ductwork as appropriate to complete the project consistent with the intent of the drawings. The Contractor shall have discretion in the final layout of the equipment so long as it meets the intent of the project scope and is approved by the Engineer of Record.

B.5.1 Basis of Design – Outdoor Units and Branch Boxes

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CU-1: Mitsubishi Electric Trane HVAC US PUZ-HA36NKA, 208–230 V / 1-phase / 60 Hz.

CU-2: MXZ-SM48NAMHZ2-U1, 208–230 V / 1-phase / 60 Hz.

CU-3: MXZ-SM60NAM2-U1, 208–230 V / 1-phase / 60 Hz.

CU-4: MXZ-SM60NAM2-U1, 208–230 V / 1-phase / 60 Hz.

Branch boxes: PAC-MKA32BC, three (3) required, one each serving CU-2, CU-3, and

CU-4; 208/230 V, 1-phase, three connectable indoor units each. Branch piping accessories PAC-SG76RJ-E and PAC-493PI as indicated on the system schematic.

Refer to the VRF drawings and system schematic for refrigerant piping sizes, branch arrangement, control wiring, and required additional refrigerant charge.

B.5.2 Basis of Design – Indoor Units

AC-1 / IU-1: PVA-A36AA7, multi-position ducted, 36,000 BTU/h nominal cooling, 38,000 BTU/h nominal heating, served by CU-1.

AC-2.1 / IU-2: SVZ-KP36NA, multi-position ducted, 33,400 / 33,500 BTU/h, served by CU-2.

AC-2.2 / IU-3: MSZ-GS12NA-U1, wall-mounted, 12,000 / 14,400 BTU/h, served by

CU-2.

AC-3.1 / IU-2: SVZ-KP36NA, multi-position ducted, 33,400 / 33,500 BTU/h, served by CU-3.

AC-3.2 / IU-4: MSZ-GS24NA-U1, wall-mounted, 22,400 / 27,600 BTU/h, served by

CU-3.

AC-4.1 / IU-2: SVZ-KP36NA, multi-position ducted, 33,400 / 33,500 BTU/h, served by CU-4.

AC-4.2 / IU-4: MSZ-GS24NA-U1, wall-mounted, 22,400 / 27,600 BTU/h, served by

CU-4.

Total installed nominal capacity: 193,000 BTU/h cooling (approximately 16.1 tons) and 208,100 BTU/h heating.

All indoor units are 208/230 V, 1-phase. Design entering conditions are 80.0/67.0 °F DB/WB for cooling and 70 °F DB for heating at full demand. Refer to the VRF Indoor Unit Schedule for corrected capacities, airflow, external static pressure settings, sound pressure, refrigerant pipe sizes, condensate removal rates, and MCA/MFS values.

B.5.3 Basis of Design – Ventilation

ERV-1: RenewAire HE1.5, located in the Mechanical Room (106). Supply 935 CFM at 1.25 in. w.c. ESP; exhaust 900 CFM at 1.33 in. w.c. ESP; 208–230 V, MCA 7.7 A, MOP 15 A.

ERV electric preheat coil: 10 kW, 208 V / 60 Hz / 1-phase, 900 CFM, entering 53.4 °F / leaving 88.05 °F; FLA 47.6 A, MCA 59.5 A, MOPD 60 A.

Louver L-1: Ruskin ELF6350DMP, 24 in. W × 18 in. H, 938 CFM, 1.04 SF free area, mill finish, 0.06 in. w.c. maximum pressure drop. Exhaust air discharge louver: Ruskin EAD635, 18 in. × 24 in.

Grille SG-1: Titus 300R, steel, double deflection, duct mounting, size per drawings, painted to match adjacent surfaces.

Ductwork: two (2) ceiling-mounted ducted fresh air paths run with new separate ductwork as shown on the plans, including new plenums and round duct as sized on the mechanical floor plan.

B.5.4 Controls

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Provide wired controllers (TAC-YT53CRAU-J or approved equal) and interface modules (MAC- 334IF) as shown on the system schematic, with centralized control and integration to the Building Automation System where indicated. Implement the VRF and ERV control sequences and points lists shown on the controls drawings, including analog and binary hardware inputs and outputs for space temperature, space humidity, occupancy status, setpoint, supply air fan status and command, vane direction, and condensate overflow alarm, together with the specified analog high and low limits and binary fail-latch diagnostics.

Implement the ERV control sequence as specified, including normal (occupied) ventilation mode;

demand-controlled ventilation based on CO₂ concentration (increase outdoor airflow above the 800 ppm setpoint and revert to minimum ventilation below 750 ppm); economizer mode with energy recovery bypass; defrost and frost protection mode with alarm on persistent frost conditions; and unoccupied mode with periodic purge cycling. Provide all sensors, wiring, and programming required.

B.5.5 Installation Requirements Specific to the Base Bid

1. Install air handlers on equipment pads as noted on the mechanical floor plan.

2. Reuse existing ductwork and louvers where indicated. Clean, inspect, seal, and repair existing ductwork as required to achieve the specified airflow and leakage performance. Provide new and modified ductwork as shown and as required to complete the work.

3. Provide all refrigerant piping, insulation, line-set supports, pipe sleeves, flashing, and penetration sealing. Provide additional refrigerant charge in accordance with the manufacturer’s data book based on installed pipe length. Final routing of piping and wiring shall be determined by the installing Contractor and confirmed with the Engineer of Record; the schematic is diagrammatic.

4. Provide complete condensate drainage, including primary and secondary (auxiliary) drain provisions, traps, condensate pumps where required, insulation, and overflow detection interlocked to shut down the associated unit and annunciate an alarm.

5. Provide equipment pads, curbs, corrosion-resistant mounting hardware, hail and snow protection, and wind restraint appropriate to a coastal exposure for all outdoor units. Outdoor units shall be elevated on stands sufficient to clear anticipated snow accumulation and to permit proper defrost drainage.

6. Provide an air vent at the high point of each drop for any hydronic piping retained or installed, and maintain not less than 3′-6″ of ground cover over any underground HVAC piping, with the frost line considered and met.

7. Provide all mechanical, electrical, control wiring, and plumbing for new equipment, including power wiring per the electrical drawings and control wiring per the system schematic.

8. Any apparatus, appliance, material, or work not shown on the drawings but mentioned in the specifications, or vice versa, and any incidental accessories necessary to make the work complete in all respects and ready for operation, shall be provided by the Contractor without additional expense to the Owner.

B.6 ALTERNATE 1 – Simplified Ductless Electrified Heat Pump System Alternate 1 is a Contractor-designed, simplified all-electric ductless heat pump solution intended to achieve the same decarbonization objective as the Base Bid at reduced first cost and reduced installation complexity, by eliminating new and reused air distribution ductwork and the associated ducted air handler installations and air balancing scope.

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There is no Owner-furnished design for Alternate 1. Bidders shall provide a delegated design meeting the performance requirements below, prepared and stamped by a professional engineer licensed in Rhode Island, and shall submit a preliminary equipment schedule, zoning plan, and single-line refrigerant and electrical diagram with its quote.

B.6.1 Alternate 1 Scope – Included

1. Demolition of the existing air handling units, condensing units, associated refrigerant piping, fuel oil piping and appurtenances serving space heating, controls, and electrical connections, as described in Section B.4.2, to the extent required to install and operate the new system. Existing supply and return ductwork not reused shall be abandoned in place, sealed, and capped where directed by the Owner, or removed where it obstructs the new installation or presents an air quality or fire-safety concern.

2. Furnish and install a complete ductless air-source heat pump system – single-zone mini-split and/or multi-zone multi-split, with wall-mounted, ceiling-cassette, floor-mounted, and/or concealed short-run configurations as appropriate to each space – providing both heating and cooling to all spaces identified in Section B.2.

3. All outdoor units, indoor units, branch or distribution boxes, refrigerant piping and insulation, line hide and raceway, wall penetrations and flashing, condensate drainage and condensate pumps, disconnects, wiring, mounting hardware, equipment pads and stands, and wind and corrosion protection.

4. Wired or wireless zone controllers for each zone, plus a centralized controller providing scheduling, setpoint limiting, lockout, and fault annunciation for the full system from a single location. Simple, robust controls appropriate to unattended remote operation are preferred over complex integration.

5. The complete electrical service and distribution upgrade described in Section B.4.3.

The Contractor shall size the new service and distribution for the Alternate 1 connected load, including the same minimum twenty-five percent (25%) spare capacity requirement. Where the Alternate 1 load permits smaller service equipment than the Base Bid, the Contractor shall so state and shall reflect the resulting cost in its Alternate 1 price.

6. Patching, sealing, insulating, and finishing of all penetrations, and restoration of all affected finishes to match existing.

7. Startup, commissioning, refrigerant charge verification, controls verification, training, and closeout documentation as described in Section B.4.6. Independent testing, adjusting, and balancing is not required for Alternate 1 except where concealed ducted indoor units are proposed; airflow and temperature verification at each indoor unit is required in all cases.

B.6.2 Alternate 1 Scope – Excluded

New or modified supply and return air distribution ductwork, plenums, diffusers, grilles, and registers, except short duct runs integral to any concealed ducted indoor unit the Contractor elects to propose.

The ERV-1 energy recovery ventilator, electric preheat coil, new outdoor air and exhaust air ductwork, and the associated louvers.

Independent third-party testing, adjusting, and balancing, except as noted in Section B.6.1(7).

B.6.3 Alternate 1 Performance Requirements

Heating capacity: the system shall meet or exceed the total design heating load of the building. For bidding, the system shall provide not less than 208,000 BTU/h total

2021-1.A Page 11 of 13 Revised nominal heating capacity, distributed to match the room-by-room load. The Bidder shall submit a Manual J or equivalent room-by-room load calculation to confirm.

Low-ambient heating: outdoor units shall be cold-climate / hyper-heating rated and shall deliver not less than 85% of rated heating capacity at 5 °F ambient, with continuous operation down to −13 °F ambient without supplemental fossil fuel heat.

No fossil-fuel backup of any kind is permitted.

Cooling capacity: not less than 193,000 BTU/h total nominal cooling capacity, distributed to match the room-by-room load, at 80.0/67.0 °F DB/WB entering conditions.

Efficiency: equipment shall meet or exceed ENERGY STAR® cold-climate criteria and shall be listed in the AHRI Directory. Provide SEER2, EER2, HSPF2, and COP at 47 °F and 5 °F for each proposed system.

Zoning: not fewer than one independently controlled zone for each of the Education Center (101), Meeting Room / Library (102), Office (103), Open Space (104), Instrument Room (105), Biological Research (110), Natural History Lab (113), Water Quality Lab (114), and Gear Room (111). Halls, storage rooms, lavatories, and the garage may be grouped or conditioned indirectly where justified by the load calculation.

Laboratory spaces: the Water Quality Lab (114), Natural History Lab (113), Biological Research (110), and Instrument Room (105) shall be capable of maintaining stable temperature control within ±2 °F of setpoint year-round. The Bidder shall identify any space where the proposed configuration cannot meet this requirement.

Refrigerant: low-GWP refrigerant preferred where available and code-compliant. State the refrigerant, its GWP, and the full system charge for each proposed system.

Sound: indoor unit sound pressure shall not exceed 45 dBA at high fan speed in occupied spaces. Outdoor unit locations shall be coordinated with the Owner to avoid noise intrusion into the visitor center, education, and laboratory areas.

Electrical: 208/230 V, 1-phase equipment consistent with the upgraded service. Provide MCA and MOP for all equipment.

Coastal exposure: all outdoor equipment shall be provided with the manufacturer’s coastal / marine corrosion protection package or an approved equivalent coating system and shall be located and mounted to minimize salt spray exposure.

Manufacturer: Mitsubishi Electric Trane HVAC US, Daikin, Fujitsu General, LG, Samsung, or approved equal, with a factory-authorized service provider capable of responding to the Prudence Island site. The Bidder shall identify its service provider and expected response time.

BABA: all equipment and materials proposed under Alternate 1 shall satisfy the same BABA requirements applicable to the Base Bid.

B.6.4 Basis for the State’s Evaluation of Alternate 1 In evaluating Alternate 1 against the Base Bid, the State will consider first cost, total installed capacity and its match to the calculated load, ventilation and indoor air quality implications, distribution effectiveness and comfort in the education and visitor spaces, temperature stability in laboratory and instrumentation spaces, serviceability and parts availability at a remote island site, expected annual energy cost, and expected greenhouse gas reduction. Bidders are encouraged to identify in their quote any advantages or disadvantages of Alternate 1 relative to the Base Bid that the State should weigh.

B.7 Project Schedule The contract time is set out in Section C below. Bidders shall submit a detailed schedule with milestones for design and submittals, procurement and equipment delivery to the island, 2021-1.A Page 12 of 13 Revised demolition, electrical service cutover, mechanical installation, commissioning and balancing, training, and closeout.

The Contractor shall sequence the work so that the building retains adequate heating during the heating season and adequate cooling during the cooling season for laboratory, instrumentation, and occupied office functions. If the schedule requires the building to be without permanent heating or cooling for any period, the Contractor shall provide temporary conditioning at no additional cost to the Owner.

B.8 Vendor Qualifications and Licensing (Mandatory) Quotes will be accepted only from Vendors that hold, or that will perform the work through named subcontractors that hold, all licenses and registrations required by Rhode Island law for the trades involved in this project. At a minimum, the following shall be held by the Vendor or by an identified subcontractor as of the date the quote is submitted:

1. Electrical – A Rhode Island Electrical Contractor license (Class “A”, Master Electrician) issued by the Rhode Island Department of Labor and Training (DLT), Division of Professional Regulation. All electrical work shall be performed by licensed Class A journeypersons and registered apprentices under the supervision of the licensed Master Electrician.

2. Mechanical / HVAC – A Rhode Island Master Contractor license issued by the DLT Bureau of Pipefitters, Refrigeration Technicians, Sprinklerfitters, Sheet Metal Workers and Oil Heat Contractors (260-RICR-30-15-2) in each trade applicable to the work, specifically: Refrigeration Master Contractor for refrigerant piping, heat pump, and air conditioning work; Pipefitter Master Contractor where applicable; and, for the Base Bid, Sheet Metal Master Contractor for ductwork fabrication and installation. All work shall be performed by licensed journeypersons and registered apprentices under the supervision of the applicable Master Contractor.

3. Contractor registration – Current registration with the Rhode Island Contractors’ Registration and Licensing Board (CRLB), in good standing.

4. Refrigerant handling – All technicians handling refrigerant shall hold current U.S.

EPA Section 608 Type II or Universal certification.

5. Manufacturer certification – The installing contractor shall be a factory-authorized or manufacturer-certified installer for the heat pump equipment line proposed, and shall provide written evidence of that authorization.

The Vendor shall submit with its quote a schedule identifying, for each item above, the license or registration number, the name of the license holder, the issuing authority, and the expiration date, and stating whether the license is held by the Vendor or by a named subcontractor. Failure to submit this information, or failure to hold the required licenses and registrations, shall render the quote non-responsive. All licenses and registrations shall be maintained in good standing for the duration of the contract, and the Vendor shall notify the Owner in writing within five (5) business days of any lapse, suspension, or revocation.

SECTION C: CONTRACT TIME

Start of construction: on or about October 2026, following issuance of the Notice to Proceed, execution of the AIA contract, and approval of required submittals.

Substantial completion: within 12 months of the Notice to Proceed. Substantial Completion requires that all heating, cooling, and ventilation systems and the upgraded electrical service be

2021-1.A Page 13 of 13 Revised complete, tested, commissioned, and fully operational, and that the building be capable of normal year-round occupancy.

Final completion: within thirty (30) calendar days of Substantial Completion, including completion of all punch list items, testing and balancing reports, training, record drawings, and closeout documentation.

SECTION D: LIQUIDATED DAMAGES

$ 100.00 per day

SECTION E: ALTERNATES

Alternates must be accepted in order they are listed.

One (1) alternate is included in this solicitation. Alternate 1 is a substitution for the Base Bid HVAC scope, not an addition to it: if Alternate 1 is accepted, the ducted VRF equipment, associated ductwork, and the energy recovery ventilator described in Sections B.5.1 through B.5.5 are deleted and the ductless system described in Section B.6 is provided in their place. The electrical service and distribution upgrade described in Section B.4.3 is included in the Base Bid and is not affected by Alternate 1. Bidders shall state Alternate 1 as a deduct (SUBTRACT) from the Base Bid price. A quote that does not price Alternate 1 will be considered non-responsive.

DEDUCT ALTERNATE 1. Substitution of the simplified ductless heat pump system described in Section B.6 in lieu of the ducted VRF system, associated ductwork, and energy recovery ventilator described in Sections B.5.1 through B.5.5.