RFQNo. 19GT5025Q0014 - FCUs and VRFVRV SYSTEMS.pdf

Guatemala, March 7, 2025

Dear Prospective Quoter:

Subject: Request for Quotations number 19GT5025Q0016

Enclosed is a Request for Quotation (RFQ) for preventive maintenance services for fan coil units and variable refrigerant flow volume (VRF/VRV) systems at U. S. Embassy in Guatemala. If you would like to submit quotation, follow the instructions in Section 3 of the solicitation, complete the required portions of the attached document, and submit it to the address shown on the Standard Form 1449 that follows this letter.

The U.S. Government intends to award a contract to the responsible company submitting an acceptable offer at the lowest price. We intend to award a contract based on initial quotations, without holding discussions, although we may hold discussions with companies in the competitive range if there is a need to do so.

The Embassy intends to conduct a Site Visit. The Site Visit will be held on Tuesday, March 18, 2025, at 10:00 am. Prospective offerors/quoters should contact Zayda Serech at SerechZA@state.gov providing full name and copy of Personal Identification by Friday, March 14, 2025 by 17:00 pm confirming their interest on participation.

Due date to receive questions for this solicitation is on March 19, 2025, by 17:00 hours. Submit your questions via email to SerechZA@state.gov

Quotations are due April 11, 2025, by COB 17:00 hours. No quotations will be accepted after this time.

Proposals must be in English and incomplete proposals will not be accepted.

Your quotation must be submitted electronically to GuatemalaBids@state.gov It is important to make sure the submission is made in specific size and format; in MS-Word or MS-Excel or Adobe Acrobat (pdf) file format. The file size must not exceed 10MB. If the file size should exceed the 10MB, the submission must be made in separate files and attached to separate emails with less than 10MB each.

In order for a quotation to be considered, you must also complete and submit the following:

1. SF-1449

2. Section I, Pricing

3. Section 5 Representations and Certifications

4. Additional information as required in Section 3

5. “The Offeror should submit a completed IRS Form W-14, found at www.irs.gov/w14, to ensure compliance with FAR 52.229-11;”

mailto:SerechZA@state.gov mailto:SerechZA@state.gov mailto:GuatemalaBids@state.gov

6. Proof of SAM Registration

Offerors shall be registered in the SAM (System for Award Management) database at https://www.sam.gov prior to submittal of their offer/proposal as prescribed under FAR 4.1102. Failure to be registered at time of proposal submission may deem the offeror’s proposal to be considered non-responsible and no further consideration will be given. Therefore, offerors are highly encouraged to register immediately if they are interested in submitting a response to this requirement.

Sincerely, Beau Garrett Contracting Officer https://www.sam.gov/

AUTORIZED FOR LOCAL REPRODUCTION STANDARD FORM 1449 (REV. 02/2012)

PREVIOUS EDITION IS NOT USABLE Computer Generated Prescribed by GSA - FAR (48 CFR) 53.212

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER

PR15205951

PAGE 1 OF 90 PAGES

2. CONTRACT NO.

3. AWARD/ EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER

19GT5025Q0014

6. SOLICITATION ISSUE

DATE

03/07/2025

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME Zayda A Serech

b. TELEPHONE NUMBER(No collect calls) +50230316838

8. OFFER DUE DATE/

LOCAL TIME

04/11/2025 / 17:00

9. ISSUED BY CODE GT500 10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: % FOR:

SMALL BUSINESS WOMEN-OWNED SMALL BUSINESS

HUBZONE SMALL

BUSINESS

(WOSB) ELLIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM NAICS:

EDWOSB EMERGING SMALL BUSINESS

AMERICAN EMBASSY GUATEMALA CITY

Boulevard Austriaco 11-51, Zona 16, ATTN: GSO -

PROCUREMENT SECTION

Guatemala

GUATEMALA

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS 8 (A) SIZE STANDARD:

13b. RATING11. DELIVERY FOR FOB DESTINAT-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

14. METHOD OF SOLICITATION

x RFQ IFB RFP

15. DELIVER TO CODE 16. ADMINISTERED BY CODE

AMERICAN EMBASSY GUATEMALA CITY

Boulevard Austriaco 11-51 Zona 16, ATTN:

GSO

GUATEMALA CITY

GUATEMALA

AMERICAN EMBASSY GUATEMALA CITY

Boulevard Austriaco 11-51, Zona 16, ATTN: GSO - PROCUREMENT SECTION Guatemala

GUATEMALA

CODE FACILITY

CODE

17a. CONTRACTOR/

OFFERER

TELEPHONE NO.

18a. PAYMENT WILL BE MADE BY

AMERICAN EMBASSY GUATEMALA CITY

1A. AVENIDA 7-41, ZONA 10, ATTN: CASHIER

GUATEMALA

GUATEMALA

CODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a.SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED

27b.CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN _ __ COPIES

TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS

SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS

SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

29. AWARD OF CONTRACT: REF. _ _______________ OFFER DATED

_ __________. YOUR OFFER ON SOLICITATION (BLOCK 5), INCLUDING ANY

ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN, IS ACCEPTED AS

TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

31c. DATE SIGNED

ITEM NO. 20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: _______________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

36. PAYMENT 37. CHECK NUMBER

PARTIAL FINAL COMPLETE PARTIAL FINAL

38. S/R ACCOUNT NO. 39. S/R VOUCHER NO. 40. PAID BY

41.a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print) 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41C. DATE

42b. RECEIVED AT (Location)

42c. DATE REC’D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

TABLE OF CONTENTS

SECTION 1 - THE SCHEDULE

• SF 1449 cover sheet

• Continuation To SF-1449, RFQ NUMBER - 19GT5025Q0014, Prices, Block 23

• Continuation To SF-1449, RFQ Number - 19GT5025Q0014, Schedule Of Supplies/Services, Block 20 Description/Specifications/Work Statement

• EXHIBIT A, Statement of Work

SECTION 2 - CONTRACT CLAUSES

• Contract Clauses

• Addendum to Contract Clauses - FAR and DOSAR Clauses not Prescribed in Part 12

SECTION 3 - SOLICITATION PROVISIONS

• Solicitation Provisions

• Addendum to Solicitation Provisions - FAR and DOSAR Provisions not Prescribed in Part 12

SECTION 4 - EVALUATION FACTORS

• Evaluation Factors

• Addendum to Evaluation Factors - FAR and DOSAR Provisions not Prescribed in Part 12

SECTION 5 - REPRESENTATIONS AND CERTIFICATIONS

• Offeror Representations and Certifications

• Addendum to Offeror Representations and Certifications - FAR and DOSAR Provisions not Prescribed in Part 12

SECTION 1 - THE SCHEDULE

CONTINUATION TO SF-1449

RFQ NUMBER - 19GT5025Q0014

PRICES, BLOCK 23

1. DESCRIPTION

The American Embassy in Guatemala requires preventive maintenance services for fan coil units and variable refrigerant flow volume (VRF/VRV) systems. These services shall result in all systems being serviced under this agreement being in good operational condition when activated.

The contract will be for a period of one-year, with a maximum of four-year optional periods of performance.

2. PRICING

2.1 VALUE ADDED TAX

VALUE ADDED TAX. Value Added Tax (VAT) is not included in the CLIN rates. Instead, it will be included on invoices submitted for payment. A VAT form will be provided for 12% tax at time of payment.

2.2 Base Year

The Contractor shall provide the services shown below for the base period of the contract, starting on the date stated in the Notice to Proceed and continuing for a period of 12 months. The fixed unit prices, estimated quantities, and ceiling for each category are:

CLIN Description

Quantity of Equipment

Unit of measure No. of service

Unit price / service (Q/$)

Total per year (Q/$)

FAN COIL UNIT BELT DRIVE.

Checklist FC04QU.

24 Quarterly 3

FAN COIL UNIT BELT DRIVE.

Checklist FC04AN.

24 Annual 1

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Quarterly 3

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

SC-CU-1. Checklist: AS02.

4 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

4 Annual 1

MC-CU-1, 3.

SC-CU-1. Checklist: AS02.

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

5 Monthly 10

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

Semi Annual.

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Monthly 11

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Annual 1

014 DBA insurance - Yearly 1

015 Liability insurance - Yearly 1

Total Base Year

2.3 Option Year 1

The Contractor shall provide the services shown below for Option Year 1 of the contract and continuing for a period of 12 months.

Equipment

Unit of measure No. of service

Unit price / service (Q/$)

Total per year (Q/$)

FAN COIL UNIT BELT DRIVE.

Checklist FC04QU.

24 Quarterly 3

FAN COIL UNIT BELT DRIVE.

Checklist FC04AN.

24 Annual 1

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Quarterly 3

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

SC-CU-1. Checklist: AS02.

4 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

SC-CU-1. Checklist: AS02.

4 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

5 Monthly 10

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

Semi Annual.

2.4 Option Year 2

The Contractor shall provide the services shown below for Option Year 2 of the contract and continuing

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Monthly 11

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Annual 1

014 DBA insurance - Yearly 1

015 Liability insurance - Yearly 1

Total First Option Year

CLIN Description

Quantity of Equipment

Unit of measure No. of service

Unit price / service (Q/$)

Total per year (Q/$)

FAN COIL UNIT BELT DRIVE.

Checklist FC04QU.

24 Quarterly 3

FAN COIL UNIT BELT DRIVE.

Checklist FC04AN.

24 Annual 1

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Quarterly 3

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

SC-CU-1. Checklist: AS02.

4 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

4 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

5 Monthly 10

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

Semi Annual.

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Monthly 11

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Annual 1

014 DBA insurance - Yearly 1

Total Option Year 2

2.5 Option Year 3

The Contractor shall provide the services shown below for Option Year 3 of the contract and continuing

Equipment

Unit of measure No. of service

Unit price / service (Q/$)

Total per year (Q/$)

FAN COIL UNIT BELT DRIVE.

Checklist FC04QU.

24 Quarterly 3

FAN COIL UNIT BELT DRIVE.

Checklist FC04AN.

24 Annual 1

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Quarterly 3

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

SC-CU-1. Checklist: AS02.

4 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

SC-CU-1. Checklist: AS02.

4 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

5 Monthly 10

2.6 Option Year 4

The Contractor shall provide the services shown below for Option Year 4 of the contract and continuing

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

Semi Annual.

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Monthly 11

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Annual 1

014 DBA insurance - Yearly 1

015 Liability insurance - Yearly 1

Total Option Year 3

CLIN Description

Quantity of Equipment

Unit of measure No. of service

Unit price / service (Q/$)

Total per year (Q/$)

FAN COIL UNIT BELT DRIVE.

Checklist FC04QU.

24 Quarterly 3

FAN COIL UNIT BELT DRIVE.

Checklist FC04AN.

24 Annual 1

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Quarterly 3

FAN COIL UNIT DIRECT DRIVE.

Checklist FC05QU.

43 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

4 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

CU-1, 4.

MC-CU-1, 3.

SC-CU-1. Checklist: AS02.

4 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Quarterly 3

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS: N-

AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS03.

21 Annual 1

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

5 Monthly 10

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-CU-1, 4. MC-CU-1, 3. SC-CU-1.

Checklist: AS32.

Semi Annual.

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Monthly 11

VARIABLE REFRIGERANT FLOW

VOLUME (VRF/VRV) SYSTEMS:

N-AC-1, 2, 3, 4, 5, 6, 9.

MC-HPU-1, 2, 3, 4, 6, 7, 8.

SC-HPU-1, 2, 3, 4, 5, 7, 8.

Checklist: AS33.

21 Annual 1

014 DBA insurance - Yearly 1

Total Option Year 4

2.7 Summary

Base Year $ Option Year 1 $ Option Year 2 $ Option Year 3 $ Option Year 4 $ Grand total of base year plus all option years $

2.8 Repair Option

Repairs are NOT included under this agreement and are to be done outside this contract. However, the Government desires current labor rates if there is an issue discovered during the preventive maintenance of the specified equipment. Please provide your current labor rates in the Repair Option fields below. As stated in 5.1.3 any necessary repairs or parts will be submitted for approval and then billed against a separate purchase order. The Contractor is not approved to do any additional work without specific authorization from the Contracting Officer.

Repair Labor Rates

Base Year $/hr Option Year 1 $/hr Option Year 2 $/hr Option Year 3 $/hr Option Year 4 $/hr

3. NOTICE TO PROCEED

After Contract award and submission of acceptable insurance certificates and copies of all applicable licenses and permits, the Contracting Officer will issue a Notice to Proceed. The Notice to Proceed will establish a date (a minimum of ten (10) days from date of Contract award unless the Contractor agrees to an earlier date) on which performance shall start.

CONTINUATION TO SF-1449,

RFQ NUMBER - 19GT5025Q0014

SCHEDULE OF SUPPLIES/SERVICES, BLOCK 20

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

1. SCOPE OF WORK

The requires the Contractor to provide preventive maintenance services for the fan coil units and variable refrigerant flow volume (VRF/VRV) systems. These services shall result in all systems being serviced under this agreement being in good operational condition when activated.

1.1 Type of Contract

The contract type is a firm fixed price contract. Prices for all Contract Line-Item Numbers (CLIN) shall include proper disposal of toxic substances as per Item 6.3 where applicable. No additional sums will be payable for any escalation in the cost of materials, equipment or labor, or because of the contractor's failure to properly estimate or accurately predict the cost or difficulty of achieving the results required.

The contract price will not be adjusted due to fluctuations in currency exchange rates.

1.2. Period of Performance

The contract will be for a period of one-year, with a maximum of four-year optional periods of performance.

2. EQUIPMENT AND PERFORMANCE REQUIREMENTS

2.1. The U.S. Embassy in Guatemala requires the Contractor to maintain the detailed equipment in a safe, reliable and efficient operating condition. Please see equipment list included in Exhibit A for a more detailed description.

• Fan coil units

• Variable refrigerant flow volume (VRF/VRV) systems

2.2 The Contractor shall provide all necessary managerial, administrative and direct labor personnel, as well as all transportation, equipment, tools, supplies and materials required to perform inspection, maintenance, and component replacement as required to maintain the systems in accordance with this work statement. Under this Contract the Contractor shall provide:

• The services of trained and qualified technicians to inspect, adjust, and perform scheduled preventive maintenance.

2.3 Performance Standards

The fan coil units and variable refrigerant flow volume (VRF/VRV) systems shall be clean and in good and proper operating condition upon completion of the service. The preventive maintenance service shall result in the parts of the system serviced being in a condition to operate efficiently and effectively. Also, the area shall be clean and free of debris, trash or other materials.

3. HOURS OF PERFORMANCE

3.1 The Contractor shall maintain work schedules. The schedules shall take into consideration the hours that the staff can effectively perform their services without placing a burden on the security personnel of the Post. The Contractor shall deliver standard services between the hours of 7:00AM and 5:00 PM Monday through Friday, however the contractor shall consider afterhours, holidays and weekend works/duties/emergencies.

4. ACCESS TO GOVERNMENT BUILDING AND STANDARDS OF CONDUCT

4.1 General. The Contractor shall designate a representative who shall supervise the Contractor’s technicians and be the Contractor’s liaison with the American Embassy New Embassy Compound at Guatemala City. The Contractor’s employees shall be on-site only for contractual duties and not for any other business or purpose. Contractor employees will be given access to the equipment and equipment areas and will be escorted by Embassy personnel.

4.2 Personnel Security. The Government reserves the right to deny access to U.S.-owned and U.S.-operated facilities to any individual. The Contractor shall provide the names, biographic data and police clearance on all Contractor personnel who to be used on this Contract prior to their utilization.

Submission of information shall be made within 30 days of award of contract. No technician will be allowed on site without prior authorization. Note: this may include cleared personnel if advance notice of visit is not given at least one week before the scheduled visit.

4.2.1 Vehicles. Contractor vehicles will not be permitted inside the embassy compound without prior approval. If vehicle access is necessary, submit contractor vehicle information (Make, Model, License Plate #) along with a written justification as to why access is necessary. This shall be submitted to the Facility Manager at least one (1) week prior to the visit.

4.2.2 Government shall issue identity cards to Contractor personnel, after they are approved.

Contractor personnel shall always display identity card(s) on the uniform while providing services under this contract. These identity cards are the property of the US Government. The Contractor is responsible for their return at the end of the contract, when an employee leaves Contractor service, or at the request of the Government. The Government reserves the right to deny access to U.S.-owned and U.S.-operated facilities to any individual.

Government shall issue identity cards to Contractor personnel, after they are approved. Contractor personnel shall always display identity card(s) on the uniform while providing services under this contract. These identity cards are the property of the US Government. The Contractor is responsible for their return at the end of the contract, when an employee leaves Contractor service, or at the request of the Government. The Government reserves the right to deny access to U.S.-owned and U.S.-operated facilities to any individual.

4. 3 Security Clearances. All Work locations under this contractor that are designated as non-CAA areas may be performed by un-cleared American or local workers. However, all work done in CAA and PCC areas shall be performed by cleared American Construction personnel as needed to complete the services. The Contractor shall work closely with the COR, the Post Facility Manager (FM) or the General Services Officer (GSO).

4.4 Standards of Conduct

4.4.1 General. The Contractor shall maintain satisfactory standards of employee competency, conduct, cleanliness, appearance, and integrity and shall be responsible for taking such disciplinary action with respect to employees as may be necessary. Each Contractor employee shall adhere to standards of conduct that reflect credit on themselves, their employer, and the United States Government. The Government reserves the right to direct the Contractor to remove an employee from the worksite for failure to comply with the standards of conduct. The Contractor shall immediately replace such an employee to maintain continuity of services at no additional cost to the Government.

4.4.3 Neglect of Duties. Neglect of duties is unacceptable. This includes sleeping while on duty, unreasonable delays or failures to carry out assigned tasks, conducting personal affairs during duty hours and refusing to render assistance or cooperate in upholding the integrity of the worksite security.

4.4.4 Disorderly Conduct. The Contractor shall not condone disorderly conduct, use of abusive or offensive language, quarreling, and intimidation by words, actions, or fighting. Also included is participation in disruptive activities that interfere with normal and efficient Government operations.

4.4.5 Intoxicants and Narcotics. The Contractor shall not allow its employees while on duty to possess, sell, consume, or be under the influence of intoxicants, drugs or substances which produce similar effects.

4.4.6 Criminal Actions. Contractor employees may be subject to criminal actions as allowed by law in certain circumstances. These circumstances include but are not limited to the following actions:

falsification or unlawful concealment, removal, mutilation, or destruction of any official documents or records or concealment of material facts by willful omission from official documents or records;

unauthorized use of Government property, theft, vandalism, or immoral conduct; unethical or improper use of official authority or credentials; security violations; organizing or participating in gambling in any form; and misuse of weapons.

4.4.7 Key Control. The Contractor will not be issued any keys. The keys will be checked out by a “Cleared American” escort on the day of service requirements.

4.4.8 Notice to the Government of Labor Disputes. The Contractor shall inform the COR of any actual or potential labor dispute that is delaying or threatening to delay the timely performance of this contract.

5. SCHEDULED PREVENTIVE MAINTANANCE

5.1 General

5.1.1. The Contractor shall perform preventive maintenance as outlined in Exhibit A - STATEMENT OF WORK. The objective of scheduled preventive maintenance is to eliminate system malfunction, breakdown, and deterioration when units are activated/running.

5.1.2. The Contractor shall inventory, supply and replace expendable parts (e.g., filters, belts, hoses, gaskets) that have become worn due to wear and tear. The Contractor shall send to the COR a weekly updated inventory of expendable and common parts on site so that these are readily available for normal maintenance to include: hoses, belts, oil, chemicals, coolant, filters (Air, Fuel, Oil), grease, sealant, thermostat, fuses. In addition to the appropriate tools, testing equipment, safety shoes and apparel for technicians, personal protective equipment (hands, hearing, eye protection), MSDS, cleaning material and oil spill containment kits shall be provided by the contractor. The contractor shall inventory the supply after each visit and suggest replacement supplies to the COR/FM. Maintenance materials shall be unused and are to be industry standard and intended for the task to be performed. Parts shall be OEM approved. Refrigerants shall meet the AHRI Standard 700-2015 or most recent AHRI Standards.

5.1.3. Exclusion. This contract does NOT include repair of equipment and replacement of hardware (e.g. bearings, pistons, piston rings, crankshaft, gears.) Hardware replacements will be separately priced out by the Contractor for the Government’s approval and acceptance. The Government has the option to accept or reject the Contractor’s quote for parts and reserves the right to obtain similar spare parts from other competitive sources. If required by the Government, the Contractor shall utilize Government-purchased spare parts, if awarded the work. Such repairs/replacements will be accomplished by a separate purchase order. However, this exclusion does not apply if the repair is to correct damage caused by Contractor negligence.

5.1.4. Replacement/repair of any electronic or electrical parts shall be approved by the COR prior to installation of the part. If the Contractor proceeds to replace any electronic or electrical parts without COR approval, the Contractor shall de-install the parts at no cost to the Government.

5.1.5. Stocking of recommended repair parts is at the discretion of the Facility Manager and is dependent upon the nearest location of the Equipment manufacturer, distributor or dealer. A recommended spare parts list shall be obtained by the contractor from the manufacturer or distributor and provided to the Facility Manager to procure.

5.1.6. Parts/materials/tools procurement and delivery for the CAA/PCC areas shall be at the discretion of the Regional Security Officer (RSO).

5.2 Checklist Approval

The Contractor shall submit to the COR a schedule and description of preventive maintenance tasks which the Contractor plans to perform. The Contractor shall prepare this schedule and task description in a checklist format for the COR’s approval prior to contract work commencement.

5.2.1. The Contractor shall provide trained technicians to perform the service at frequencies stated in Exhibit A and on the equipment called out in this SOW. The technician shall sign off on every item of the checklist and leave a copy of this signed checklist with the COR or the COR's designate after each maintenance visit.

5.2.2. It is the responsibility of the Contractor to perform all manufacturers recommended preventive maintenance including preventive maintenance recommended by the manufacturers’ technical manuals for the respective equipment.

5.2.3 Additionally, the maintenance contractor shall obtain and keep at the post O&M binders provided by the manufacturers. These binders shall be placed in a location accessible to post personnel to review as needed.

6. PERSONNEL, TOOLS, CONSUMABLE MATERIALS AND SUPPLIES

The Contractor shall provide trained technicians with the appropriate tools and testing equipment for scheduled maintenance, safety inspection, and safety testing as required by this Contract. The Contractor shall provide all the necessary materials and supplies to maintain, service, inspect and test all the systems to be maintained.

6.1 Contractor furnished materials include but are not limited to appropriate tools, testing equipment, safety shoes and apparel for technicians, hands, hearing and eye protection, MSDS, cleaning material and oil spill containment kit. Expendable/consumable items (e.g. hoses, belts, oil, chemicals, coolant, filters (Air, Fuel, Oil), generator starting batteries, grease, sealant, thermostat, fuse), shall be maintained in the onsite inventory. See 5.1.2.

6.2 Repairs are not included in this contract. See 5.1.3. Exclusions.

6.3 Disposal of used oil, fuel, battery and other toxic substances. The Contractor is responsible for proper disposal of toxic/hazardous substances. All material shall be disposed of according to Government and Local law. After proper disposal the contractor must show proof of authorized disposal of these toxic/hazardous substances.

7. SOFTWARE, LICENSES AND PASSWORDS

Copies of any and all software and licenses needed to control or to adjust the communications module shall be given to the post upon completion of the work.

8. DELIVERABLES

Provide a written report in English to Post Facilities Manager containing following:

a) System information (make, model, all device types)

b) Pass/Fail of each feature and type of component tested. If a device fails, note device type, address, and location within Post.

c) Any comments on system (or device) condition pertaining to service life and dependability.

d) Full printout of test from system printer.

e) Testing of exhaust gas by Gas Analyzer if applicable.

The following items shall be delivered under this contract:

Description QTY Delivery Date Deliver to Names, biographic data, police clearance on Contractor personnel (#6.2)

1 30 days after contract award COR

Certificate of Insurance (#11.2) 1 30 days after contract award CO

PM Checklist signed by Contractor’s employee (#7.2.1)

1 After completion of each maintenance service

COR

Invoice (#15) 1 After completion of each maintenance service

COR

9. INSURANCE REQUIREMENTS

9.1 Personal Injury, Property Loss or Damage (Liability). The Contractor assumes absolute responsibility and liability for any and all personal injuries or death and property damage or losses suffered due to negligence of the Contractor’s personnel in the performance of this Contract.

The Contractor’s assumption of absolute liability is independent of any insurance policies.

9.2 Insurance. The Contractor, at its own expense, shall provide and maintain during the entire period of performance of this Contract, whatever insurance is legally necessary. The Contractor shall carry the following minimum insurance:

Public Liability Insurance

Property damage: $50,000.00 Cumulative: $100,000.00

Workers’ Compensation and Employer’s Liability

9.3 Worker's Compensation Insurance. The Contractor agrees to provide all employees with worker's compensation benefits as required under local laws (see FAR 52.228-4 “Worker’s Compensation and War-Hazard Insurance Overseas”).

10. LOCAL LAW REGISTRATION

If the local law or decree requires that one or both parties to the contract register the contract with the designated authorities to ensure compliance with this law or decree, the entire burden of this registration shall rest upon the Contractor. Any local or other taxes which may be assessed against the Contract shall be payable by the Contractor without Government reimbursement.

11. QUALITY ASSURANCE PLAN (QAP)

11.1 Plan. This plan is designed to provide an effective surveillance method to promote effective Contractor performance. The QAP provides a method for the Contracting Officer's Representative (COR) to monitor Contractor performance, advise the Contractor of unsatisfactory performance, and notify the Contracting Officer of continued unsatisfactory performance. The Contractor, not the Government, is responsible for management and quality control to meet the terms of the Contract. The role of the Government is to conduct quality assurance to ensure that Contract standards are achieved.

Performance Objective SOW Performance Threshold

Services.

Performs all services set forth in the Statement of Work (SOW)

1 thru 10 & Exhibit A

All required services are performed and no more than one (1) customer complaint is received per month

11.2 Surveillance. The COR will receive and document all complaints from Government personnel regarding the services provided. If appropriate, the COR will send the complaints to the Contractor for corrective action.

11.3 Standard. The performance standard is that the Government receives no more than one (1) customer complaint per month. The COR shall notify the Contracting Officer of the complaints so that the Contracting Officer may take appropriate action to enforce the inspection clause (FAR 52.212-4, Contract Terms and Conditions-Commercial Items), if any of the services exceed the standard.

11.4. Procedures.

11.4.1 If any Government personnel observe unacceptable services, either incomplete work or required services not being performed, they will immediately contact the COR.

11.4.2 The COR will complete appropriate documentation to record the complaint.

11.4.3 If the COR determines the complaint is invalid, the COR will advise the complainant. The COR will retain the annotated copy of the written complaint for his/her files.

11.4.4 If the COR determines the complaint is valid, the COR will inform the Contractor and give the Contractor additional time to correct the defect, if additional time is available. The COR shall determine how much time is reasonable.

11.4.5 The COR shall, as a minimum, orally notify the Contractor of any valid complaints.

11.4.6 If the Contractor disagrees with the complaint after investigation of the site and challenges the validity of the complaint, the Contractor shall notify the COR. The COR will review the matter to determine the validity of the complaint.

11.4.7 The COR will consider complaints as resolved unless notified otherwise by the complainant.

11.4.8. Repeat customer complaints are not permitted for any services. If a repeat customer complaint is received for the same deficiency during the service period, the COR will contact the Contracting Officer for appropriate action under the Inspection clause.

12. TRANSITIONS/CONTRACTS

Within 10 days after contract award, the Contracting Officer may ask the contractor to develop a plan for preparing the contractor to assume all responsibilities for preventive maintenance services. The plan shall establish the projected period for completion of all clearances of contractor personnel, and the projected start date for performance of all services required under this contract. The plan shall assign priority to the selection of all supervisors to be used under the contract.

12.1 On site contact. The following are the designated contact personnel between the US Embassy and the Contractor

COR: Mechanical Engineer

The Control Officer Representative (COR) will be the contractor’s point of contact at the U.S. Embassy.

All questions concerning coordination of service activities while at post shall be directed to the Control Officer Representative, with weekly reporting to the COR.

EXHIBIT A

Statement of Work

I. GENERAL INFORMATION:

The U.S. Embassy in Guatemala requires professional services and contractor cost proposals to perform preventive maintenance services of the Facility’s Computer Room Air Conditioners.

II. PROJECT REQUIREMENTS:

DESCRIPTION OF EQUIPMENT:

1. PRODUCT DESCRIPTION & LIST OF EQUIPMENT:

a. 67 Fan Coil Units.

b. 29- VARIABLE REFRIGERANT FLOWVOLUME (VRF/VRV) SYSTEMS

Manufacturer Series Model Schedule Ref Description Capacity (BTU) Mitsubishi CityMulty PUHY-P312TSNU-A (-BS) N-CU-1 Outdoor Unit 312000 Mitsubishi CityMulty PUHY-P96TNU-A N-CU-4 Outdoor Unit 96000 Mitsubishi CityMulty PKFY-P08NHMU-E2 MC-HPU-4 Outdoor Unit 8000 Mitsubishi CityMulty PLFY-EP36NEMU-E MC-HPU-2 Indoor Unit 36000 Mitsubishi CityMulty PKFY-P15NHMU-E2 MC-HPU-6 Indoor Unit 15000 Mitsubishi CityMulty PLFY-EP24NEMU-E MC-HPU-7 Indoor Unit 24000 Mitsubishi CityMulty PLFY-EP30NEMU-E MC-HPU-8 Indoor Unit 30000 Mitsubishi CityMulty PLFY-EP36NEMU-E MC-HPU-2 Indoor Unit 36000 Mitsubishi CityMulty PKFY-P08NHMU-E2 SC-HPU-1 Indoor Unit 8000 Mitsubishi CityMulty PLFY-EP18NEMU-E SC-HPU-2 Indoor Unit 18000 Mitsubishi CityMulty PKFY-P24NKMU-E2 SC-HPU-4 Indoor Unit 24000 Mitsubishi CityMulty PKFY-P12NHMU-E2 SC-HPU-5 Indoor Unit 12000 Mitsubishi CityMulty PVFY-P54NAMU-E1 N-AC-1 Indoor Unit 54000 Mitsubishi CityMulty PVFY-P54NAMU-E1 N-AC-2 Indoor Unit 54000 Mitsubishi CityMulty PVFY-P54NAMU-E1 N-AC-3 Indoor Unit 54000 Mitsubishi CityMulty PVFY-P54NAMU-E1 N-AC-4 Indoor Unit 54000 Mitsubishi CityMulty PVFY-P54NAMU-E1 N-AC-5 Indoor Unit 54000 Mitsubishi CityMulty PVFY-P54NAMU-E1 N-AC-6 Indoor Unit 54000 Mitsubishi CityMulty PEFY-P96NMHSU-E N-AC-9 Indoor Unit 96000 Mitsubishi CityMulty CMB-P105NU-G1 MC-BCC-1 BC Controller 54000 Mitsubishi CityMulty CMB-P105NU-G1 MC-BCC-2 BC Controller 54000 Mitsubishi CityMulty CMB-P108NU-HA1 MC-BCC-3 BC Controller 54000 Mitsubishi CityMulty Model: AE-200A CENTRAL CONTROLLER CENTRAL CONTROLLER N/A Mitsubishi CityMulty PAR-U01MEDU-K City Multi Controller City Multi Controller N/A Mitsubishi CityMulty PAR-32MAA-J City Multi Controller City Multi Controller N/A

EQUIPMENT LIST

III. GENERAL REQUIREMENTS:

The Contractor under this Scope of Work (SOW) shall be responsible for labor, tools, and materials required to carry out all preventive maintenance as outlined in this SOW. The technician shall sign off on every task specified in the Statement of Work and will provide a typewritten copy of their report to the COR or the COR's designate within five business days of each maintenance visit. The Government has the following O&M manuals and check lists:

1. FAN COIL UNITS:

• GUA O&M Manual 238219.

• Checklist 1. FC04AN - FAN COIL UNIT BELT DRIVE MAINTENANCE ANNUAL

• Checklist 2. FC04QU - FAN COIL UNIT BELT DRIVE MAINTENANCE QUARTERLY

• Checklist 3. FC05AN - FAN COIL UNIT DIRECT DRIVE MAINTENANCE ANNUAL

• Checklist 4. FC05QU - FAN COIL UNIT DIRECT DRIVE MAINTENANCE

2. VARIABLE REFRIGERANT FLOWVOLUME (VRF/VRV) SYSTEMS.

• GUA O&M Manual 236201.

• AS02AN - AC SPLIT SYSTEM, CONDENSER HEAT PUMP MAINTENANCE ANNUAL

• 2. AS02QU - AC SPLIT SYSTEM, CONDENSER HEAT PUMP MAINTENANCE QUARTERLY

• 3. AS03AN - AC SPLIT SYSTEM, EVAPORATOR MAINTENANCE ANNUAL

• 4. AS03QU - AC SPLIT SYSTEM, EVAPORATOR MAINTENANCE QUARTERLY

• 5. AS32MO - AC SPLIT SYSTEM, CONDENSER HEAT PUMP MAINTENANCE MONTHLY

• 6. AS32SA - AC SPLIT SYSTEM, CONDENSER HEAT PUMP MAINTENANCE SEMI-ANNUAL

• 7. AS33AN - AC SPLIT SYSTEM, EVAPORATOR MAINTENANCE ANNUAL

• 8. AS33MO - AC SPLIT SYSTEM, EVAPORATOR MAINTENANCE MONTHLY

Check lists are included in O&M Manual and shall be performed as the PM procedures depending on the maintenance frequency/intervals.

IV. SCOPE OF WORK – FAN COIL UNITS and VARIABLE REFRIGERANT FLOWVOLUME (VRF/VRV)

SYSTEMS.

Contractor shall provide all materials, supervision, labor, tools and equipment to perform preventive maintenance. All personnel working in the vicinity shall wear and /or use safety protection while all work is performed. Any questions or injuries shall be brought to the attention of the Post Occupation Safety and Health Officer (POSHO) immediately. Material Safety Data Sheets (MSDS) shall be provided by the Contractor for all HAZMAT materials. Copies shall be provided to the COR for approval.

If any discrepancies are found with Fan Coil Units that are not covered under this scope of work the contractor shall provide the following:

1. Detailed report noting the discrepancy found.

2. Bill of Materials (BOM) to include component name, quantity, part #, and price for any repair material required and material lead time.

3. Price quote for repair labor.

SAFETY AND SPECIAL INSTRUCTIONS:

1. Follow site safety procedures and supervisor’s instructions.

2. Schedule outage with operating personnel.

3. Use extreme caution when climbing access ladders – wear harnesses and lifelines is mandatory.

4. Perform applicable lockout/tag out steps of site safety procedures.

5. Lockout and disconnect the main power before tightening the main supply lugs to avoid the hazard of electrical shock, which could result in serious personal injury or death.

6. Record and report equipment damage or deficiencies.

7. Review and follow the manufacturer’s O&M instructions.

8. Record results in the equipment history log.

9. Allow only qualified personnel to do maintenance work on this equipment.

10. Record results in the equipment history log.

11. Check manufacturer’s specifications for the maximum number of plugged tubes.

12. Allow only qualified personnel to do maintenance work on this equipment.

FAN COIL UNIT BELT AND DIRECT DRIVE PREVENTIVE MAINTENANCE

MANUFACTURER’S PREVENTIVE MAINTENANCE GUIDE:

The contractor must follow but not limit to the manufacturer’s manual preventive maintenance guide and instructions. The following lists are recommended PM schedules and tasks, applicable intervals, and procedures for Post, this should be taken as a reference.

REGULAR MAINTENANCE ITEMS/TASKS:

Spare filters should be kept in stock as these tend to be a frequently replaced maintenance item. Filters may require changing as often as monthly. Note also that construction dust on new installations will quickly clog new filters.

Filters that require changing can restrict airflow and create problems such as poor air distribution.

Fuses

Fuses may occasionally require changing especially with installations where the voltage is not consistent.

Drops in voltage can create brief periods of high amp draw, causing fuses to blow. Always replace fuses with those of the equivalent rating with regard to 1) amperage, 2) voltage, and 3) speed. For instance, motors are inductive loads which require time delay fuses. Electric reheat and humidifiers are resistive loads requiring fast acting fuses.

Heating Elements

Heating elements do not normally require maintenance. However sometimes they may accumulate a film of dust or dirt when unused for extended periods of time. When energized, the burning debris can create smoke or unpleasant odor. To help avoid this, periodic cleaning is recommended.

MAINTENANCE INFORMATION

FILTER DATA FOR

M-FCU-1

N-FCU-1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,30,31,32,33

P-FCU-1,2

S-FCU-1,2,4,5,6,7,9,10,11,12,13,15,16,17,19,20,21

FN SERIES. For different FN models: FNP Plenum, FHF / FHP / FHX, AHI & AVI, Horizontal Fan Coiln, CEILING-SUSPENDED/HIGH-WALL AIR HANDLERS FAN COIL, and CASSETTE, AIR HANDLER installed at the U.S. embassy Guatemala.

• Refer to O&M Manual pages 111 to 290 for preventive maintenance, cleaning and installation instructions.

Other Equipment Information: For each Fan Coil Unit model, please refer to the O&M manual.

1. DIRECT DRIVE FN SERIES FAN COILS: INSTALLATION, OPERATION & MAINTENANCE

2. DIRECT DRIVE FHP/FHX SERIES FAN COILS: INSTALLATION, OPERATION & MAINTENANCE

3. BELT DRIVE AHI&AVI BLOWER COIL UNITS: INSTALLATION, OPERATION & MAINTENANCE

4. FAN COIL, CASSETTE, AIR HANDLER CAW SERIES: INSTALLATION, OPERATION & MAINTENANCE

5. CEILING SUSPENDED AIR HANDLER WCP SERIES: INSTALLATION, OPERATION & MAINTENANCE

FAN COIL UNITS: Preventive Maintenance Checklists

Code: FC04AN Frequency: Annual Description: FAN COIL UNIT BELT DRIVE Asset Type: FAN COIL UNIT

Task Summary

1. Inspect filters and belts. Replace if necessary.

2. Inspect fan and housing.

3. Clean coils.

4. Service motors.

(T)ools, (S)afety Equipment, and (M)aterials Required.

1. Mechanic's tool set.

2. Meggar.

3. Clampon amp meter.

4. Cleaning materials and equipment.

5. Oiler.

6. Lubricants.

7. Coil cleaner.

8. Fin comb.

9. Vacuum.

10. Ladder.

11. Filter replacement.

12. Belts.

13. Biocide strips.

Safety Procedures

1. Schedule work with operating personnel.

2. Follow site safety rules for lockout and tagout.

3. Check with operating or area personnel for deficiencies.

4. Review and follow the manufacturer’s instructions.

5. Follow safety and environmental procedures for handling refrigerants (DX units only).

6. Record results in the equipment history log.

7. Cover all exposed surfaces before moving ceiling tiles.

8. Protect ceiling tiles and grids from damage and dirt.

Procedures

1. Casing:

a. Clean the exterior and interior of the unit casing.

b. Remove rust and corrosion. Apply corrosion protection.

2. Inspect air side and condensate removal components:

a. Inspect and clean coils by vacuuming or brushing. Use coil cleaner if excessively dirty.

b. Use fin comb to straighten coil fins where necessary.

c. Inspect and clean washable filters if dirty. Recharge wire mesh filters with oil when applicable.

d. Inspect and replace disposable filters if dirty.

e. Drain and clean condensate pan. Check condensate lines for free flow.

f. Replace biocide strips.

g. Repair damaged or missing insulation on the cooling lines.

h. Clean strainers.

i. Check controls, trap, freeze stat, and control stat for proper operation.

j. Cycle hot water and chill water valves two times.

k. Service condensate pumps if equipped.

3. Check and adjust the fan and belt:

a. Lubricate fan shaft bearings (if not sealed) according to the manufacturer's instructions.

b. Check Vbelt condition and tension. Adjust if needed or replace.

c. Check sheaves for excessive wear. Submit a work order for replacement if necessary.

d. Clean fan blades and interior unit surfaces to remove soil.

e. Check tightness of all mounting bolts.

4. Clean and test motors:

a. Check ventilation ports for soil accumulation, clean if necessary.

b. Clean exterior of motor surfaces of soil accumulation.

c. Lubricate motor bearings where required. Check manufacturer's information for requirements.

d. Check motor windings for accumulation of soil. Vacuum if required.

e. Check holds down bolts and grounding straps for tightness.

f. Check electrical connections for tightness.

g. Megger motors 5 horsepower or greater.

5. Return to service and perform an operational test.

a. Test in heating and cooling modes.

b. Check unit sensors and calibrate if required. Record calibration values.

c. Check unit for noise, vibration or leakage.

d. Measure running current for all motors 5 horsepower or greater.

Code: FC04AN Frequency: Annual Description: FAN COIL UNIT BELT DRIVE Asset Type: FAN COIL UNIT

Task Summary

1. Inspect filters and belts. Replace if necessary.

2. Inspect fan and housing.

(T)ools, (S)afety Equipment, and (M)aterials Required

2. Meggar.

3. Clampon amp meter.

4. Cleaning materials and equipment.

5. Oiler.

6. Lubricants.

7. Coil cleaner.

8. Fin comb.

9. Vacuum.

10. Ladder.

11. Filter replacement.

12. Belts.

13. Biocide strips.

3. Check with operating or area personnel for deficiencies.

4. Review and follow the manufacturer’s instructions.

5. Follow safety and environmental procedures for handling refrigerants (DX units only).

6. Record results in the equipment history log.

b. Use fin comb to straighten coil fins where necessary.

c. Inspect and clean washable filters if dirty. Recharge wire mesh filters with oil when applicable.

d. Inspect and replace disposable filters if dirty.

e. Drain and clean condensate pan. Check condensate lines for free flow.

f. Replace biocide strips.

g. Repair damaged or missing insulation on the cooling lines.

h. Clean strainers.

i. Check controls, trap, freeze stat, and control stat for proper operation.

3. Check and adjust the fan and belt:

a. Lubricate fan shaft bearings (if not sealed) according to the manufacturer's instructions.

b. Check Vbelt condition and tension. Adjust if needed or replace.

c. Check sheaves for excessive wear. Submit a work order for replacement if necessary.

d. Clean fan blades and interior unit surfaces to remove soil.

e. Check tightness of all mounting bolts.

4. Clean and test motors:

c. Lubricate motor bearings where required. Check manufacturer's information for requirements.

d. Check motor windings for accumulation of soil. Vacuum if required.

e. Check holds down bolts and grounding straps for tightness.

f. Check electrical connections for tightness.

g.…