Sol Att C SOW.pdf

STATEMENT OF WORK (SOW)

HML NIST Biorepository Air Handling Unit (AHU) Lifecycle Replacement Project

Facility Location:

Department of Commerce (DOC)/National Oceanic and Atmospheric Administration (NOAA)/National Ocean Service (NOS) Hollings Marine Laboratory (HML) - NIST Biorepository 331 Fort Johnson Road Charleston, South Carolina 29412

1. Project Purpose and Background

The NOAA Hollings Marine Laboratory (HML) NIST Biorepository relies on precise environmental control to preserve the integrity of biological samples and research materials.

The existing Air Handling Unit (AHU) serving Room D104 is an aging Trane modular clean-room AHU that has exceeded its expected service life and no longer meets current performance, energy efficiency, or clean-room environmental operational requirements. The AHU exhibits multiple age-related deficiencies affecting reliability, maintainability, and environmental control capability.

This Statement of Work defines the requirements for a Firm Fixed Price contract to perform lifecycle replacement of one (1) existing AHU serving the NIST Biorepository within HML. The project is limited to replacement within the existing mechanical room footprint and reuse of existing ductwork, piping, utilities, and building automation interfaces to the maximum extent practicable.

The objective of this project is to restore reliable, code-compliant environmental control;

reduce operational and contamination risk; maintain environmental stability; and ensure continued compliance with applicable Federal, state, mechanical, and safety code requirements. Replacement of the AHU with a modern, high-efficiency system will support clean-room contamination control needs, improve energy performance, and ensure continued mission capability for NOAA and NIST research programs.

2. Period of Performance

The period of performance shall be one hundred twenty (120) calendar days from the date of contract award.

3. Scope of Work

The Contractor shall provide all labor, materials, tools, equipment, supervision, transportation, testing, commissioning, and services necessary to remove and replace the Air Handling Unit identified in this Statement of Work.

3.1 General Requirements

a. The Contractor shall provide all labor, materials, tools, equipment, supervision, technical support, testing, commissioning, and related services necessary to remove and replace one (1) Air Handling Unit serving the NIST Biorepository at the NOAA Hollings Marine Laboratory.

b. All work shall deliver a fully functional, code-compliant, reliable AHU system that meets or exceeds current mechanical, safety, and performance standards.

c. These activities shall not alter the building structure, envelope, or use. Existing facility drawings provided to the Contractor are for reference information only; the Contractor retains sole responsibility for field-verifying all dimensions, utilities, and existing conditions prior to equipment procurement.

d. Any incidental mechanical, electrical, piping, insulation, controls, or equipment support modifications required to integrate the replacement AHU with existing infrastructure are included in this scope.

3.2 Existing Equipment Status

The existing Trane modular clean-room AHU serving Room D104 has reached the end of its useful operational life. System components exhibit advanced wear that has reduced reliability and increased the risk of environmental instability within the supported biorepository space.

3.3 BAS Compatibility and Integration

The replacement AHU and associated control components shall be fully compatible with the existing Honeywell Tridium Building Automation System (BAS). The Contractor shall provide all hardware, controllers, network interfaces, and programming necessary to achieve full integration without degrading existing system functionality.

a. Temperature, humidity, and airflow control loops.

b. Trending, alarming, and electronically commutated motors (ECM) fan array/Variable Frequency Drive (VFD) operational control.

c. Filter differential pressure monitoring across all filter banks.

d. Execution of updated, Government-approved sequences of operation.

e. Full functional verification of all data points and software interlocks.

3.4 Specific Protection Requirements

a. The Contractor shall implement stringent environmental, dust, and contaminant control measures to protect adjacent occupied and laboratory areas from dust, debris, moisture intrusion, and contamination. All demolition, rigging, and installation activities must be executed in a sequential manner that prioritizes facility stability.

b. If a full system shutdown is required, the Contractor shall submit a detailed outage plan for Government approval no less than ten (10) calendar days prior to execution. The outage plan must explicitly define the downtime duration, responsible personnel, contingency actions, and rapid restoration procedures.

c. The Contractor shall provide and operate temporary conditioning, specialized dehumidification, and HEPA-filtered ventilation systems sufficient to maintain the required temperature, relative humidity, and positive pressure stability within the NIST Biorepository throughout the duration of the removal and installation activities.

Temporary systems must operate without compromising adjacent laboratory environments and must be approved by the Government in advance.

3.5 Turnkey Execution & Rigging

The Contractor shall furnish all labor, equipment, lifting devices, cranes, rigging, lifting plans, permits, safety zoning necessary and associated resources to safely remove legacy components and install the new AHU asset. The turnkey scope further dictates:

a. De-energizing, isolating, disconnecting, removing, and legally disposing of old equipment in accordance with applicable environmental and hazardous waste regulations.

b. Reconnection of all existing ductwork, hydronic piping, electrical power, condensate lines, and control wiring.

c. Restoration of thermal insulation, specialized labeling, component identification, and mechanical room cleanliness.

4. Minimum Performance Requirements for Replacement AHU

The replacement AHU and associated subcomponents shall be selected, configured, and manufactured based on full physical and functional compatibility with existing facility spatial constraints, hydronic capacity, electrical service, and duct configurations. The system must meet or exceed the following technical thresholds, to be field-verified by the Contractor prior to procurement:

4.1 System Performance & Physical Characteristics

Parameter Minimum Performance Threshold & Engineering Requirements Application & Environmental Control

Precise environmental control supporting Class 10,000 clean-room laboratory space. The system shall maintain required temperature, humidity, and airflow conditions continuously and dynamically as necessary to support and maintain the existing Class 10,000 clean-room environmental conditions within the NIST Biorepository.

Airflow Capacity Airflow capacity sufficient to maintain existing environmental conditions and pressure relationships within the NIST Biorepository. Existing TAB information is provided for reference. Contractor shall verify system requirements prior to procurement.

Cooling Capacity Cooling capacity shall be sufficient to maintain required environmental conditions utilizing the existing chilled water system. Estimated existing capacity is 30 to 40 tons; Contractor shall verify load requirements

Heating Capacity Hot water heating coil section matched to existing facility heating water supply temperatures, pressure drops, and flow rates

Fan Configuration Direct-Drive Electronically Commutated Motor (ECM) Fan Array. Electrical characteristics shall be matched to the existing 460V, 3-Phase, 60Hz circuit.

System shall include appropriate internal vibration isolation.

Filtration Tier Multi-stage: Minimum MERV 13 pre-filtration and high-capacity header final filtration compatible with maintaining existing Class 10,000 clean-room environmental performance and terminal HEPA filtration.

Humidification Clean-steam generation and distribution manifold assembly fully compatible with clean-room environmental requirements and capable of modulating via the BAS.

Construction Standards

Double-wall insulated cabinet construction with stainless steel, double-sloped drain pans to eliminate standing water, condensation, and microbial growth risks

Environmental Durability

All exterior components, intakes, or localized treatments must operate safely, reliably, and continuously under coastal, high-salt environmental conditions typical of Charleston, South Carolina.

4.2 Compliance Requirements

Contractor performance shall be in accordance with all applicable clauses incorporated into the resulting contract. Work shall comply with all applicable Federal, state, and local laws, regulations, codes, and industry standards, including, but not limited to:

a. ASHRAE Standards 62.1, 90.1, and 170

b. International Mechanical Code (IMC)

c. NFPA 70 (National Electrical Code), NFPA 90A, and other applicable NFPA standards.

d. Occupational Safety and Health Administration (OSHA) regulations applicable to the work being performed, including hazardous energy control (Lockout/Tagout), fall protection, crane and rigging operations, hazard communication, and other applicable worker safety requirements.

e. Environmental Protection Agency (EPA) regulations

f. Applicable South Carolina State regulatory requirements

g. The Contractor shall develop and implement a written Lockout/Tagout (LOTO) procedure in accordance with OSHA 29 CFR 1910.147. Prior to beginning work, all hazardous electrical, mechanical, hydraulic, pneumatic, and other stored energy sources shall be isolated, locked, tagged, and verified in coordination with Government personnel.

h. The Contractor shall evaluate all work locations for permit-required confined space applicability in accordance with OSHA 29 CFR 1910.146. Where permit-required confined spaces are identified, the Contractor shall implement an appropriate confined space entry program and obtain all required permits prior to entry.

i. The Contractor shall comply with all applicable OSHA fall protection requirements whenever personnel are exposed to fall hazards during demolition, rigging, installation, inspection, commissioning, or other elevated work activities.

j. All crane, hoisting, lifting, and rigging operations shall be conducted in accordance with applicable OSHA requirements. Lifting equipment shall be inspected prior to use, operated within the manufacturer's rated capacity, and performed by qualified personnel.

k. The Contractor shall implement dust, debris, moisture, and contamination control measures sufficient to protect adjacent occupied spaces, laboratories, and the NIST Biorepository. Temporary containment barriers, housekeeping practices, and temporary filtration or negative-pressure containment shall be utilized, as necessary, to prevent migration of airborne contaminants.

l. Where temporary environmental conditioning systems are required, the Contractor shall submit an Emergency Contingency Plan describing actions to be taken in the event of temporary equipment failure, utility interruption, or other conditions that could adversely affect environmental conditions within the NIST Biorepository.

m. Contractor personnel shall utilize personal protective equipment (PPE) appropriate for the hazards encountered and in accordance with applicable OSHA regulations, NFPA 70E, manufacturer recommendations, and established site safety requirements.

n. The Contractor shall immediately report any safety incident, utility disruption, environmental release, or condition that may affect laboratory operations, facility infrastructure, or occupant safety to the Contracting Officer's Representative (COR) or designated Government representative.

5. Testing, Adjusting, and Balancing (TAB)

Air and hydronic balancing shall be performed by an independent, third-party certified TAB firm holding current credentials from the National Environmental Balancing Bureau (NEBB) or the Associated Air Balance Council (AABC). The TAB firm shall be contracted directly by the Prime Contractor but must maintain an independent reporting structure to the Government.

a. TAB activities must verify total airflow rates, duct static pressures, component pressure drops, room pressure relationships, and hydronic flow balancing across the coils.

Hydronic balancing must be executed with all automatic temperature control valves locked in the 100% full-open position.

b. Isolation and Flushing (Pre-TAB): The contractor shall utilize temporary bypass piping around the new AHU coil during all system flushing and cleaning phases. The new hydronic coil shall not be introduced into the water loop until the piping system is certified clean and free of debris.

c. A stamped, certified TAB report shall be generated and submitted as a mandatory prerequisite for Government final acceptance. The report must explicitly document:

entering/leaving air temperatures (dry/wet bulb), fan RPM, motor amperage, entering/leaving hydronic fluid pressures, entering/leaving fluid temperatures, and total calculated fluid flow rate in GPM.

d. All field testing and balancing phases must be scheduled to allow for witnessing by Government representatives.

6. Commissioning and Acceptance

The replacement AHU system and its integrated control loops shall undergo complete startup validation, functional performance testing, and comprehensive commissioning.

a. Site Restoration: The Contractor shall completely restore all affected mechanical room and facility areas to their baseline operational condition.

b. Safety & Interlock Validation: Commissioning protocol must include live demonstrations of all safety devices, freeze stats, smoke detectors, operational alarms, and BAS control interlocks in the presence of the Government.

c. Stability Verification: The integrated system must successfully maintain stable temperature and humidity control within the tight tolerances required by the biorepository for a continuous trending period of not less than forty-eight (48) hours under representative load conditions prior to final sign-off.

d. Deficiency Resolution: Any deficiencies, performance deviations, or loop instabilities identified during testing shall be corrected and retested at the Contractor’s expense prior to final acceptance.

e. Closeout Records: The Contractor shall deliver full manufacturer documentation, equipment submittal profiles, and finalized as-built equipment drawings before final inspection.

7. Operator Training Performance Requirement

The Contractor shall provide an on-site, field-based system walkthrough and familiarization session designed to transition operational and maintenance competency of the new AHU system to Government facilities personnel.

a. Equipment Components & Functioning: Visual inspection of system layout, physical component locations, mechanical functionality, and component-level operation.

b. System Control Interfaces: On-site BAS interface navigation, local controller programming, variable frequency drive (VFD) or ECM fan array parameters, sequence of operations troubleshooting, alarm responses, and setpoint modifications.

c. Operational Sequences: Practical demonstration of normal start-up, standard shutdown, emergency isolation, and safety recovery procedures.

d. Specialty Subsystems: Humidifier operational parameters, water quality monitoring thresholds, canister/electrode replacement cycles, and filter differential pressure monitoring protocols.

e. Preventative Maintenance (PM) Procedures: Detailed review of scheduled maintenance tasks, lubrication intervals, belt/drive inspections, filter replacement steps, and basic diagnostic techniques.

f. Documentation: Deliver complete, approved manufacturer Operation and Maintenance (O&M) manuals and as-built system drawings to the Government at least five (5) business days prior to the training session.

8. Compliance and Warranties

a. Contractual Compliance: The Contractor shall execute all work, quality assurance measures, and environmental protection actions in strict compliance with the explicit terms, conditions, and technical clauses of this contract. Performance shall be governed by the standard Federal Acquisition Regulation (FAR) clauses incorporated within the resulting award.

b. Operational Hours: All onsite work shall be performed during normal facility operational business hours: Monday through Friday, 7:00 a.m. to 5:30 p.m., excluding Federal holidays. No work shall be permitted on weekends or Federal holidays.

c. Environmental Management System (EMS): The Contractor shall adhere to the Hollings Marine Laboratory (HML) Environmental Management System (EMS) policies, including registering personnel, securing site access badges, and ensuring immediate corrective action for any identified environmental noncompliance issues.

d. Labor Warranty: The Contractor shall provide a non-prorated labor warranty covering workmanship for a minimum period of one (1) year following final system acceptance.

e. Equipment Warranty: All equipment shall carry the manufacturer’s standard commercial warranty, or a minimum duration of one (1) year from final acceptance, whichever is greater. The Contractor guarantees that all equipment installation steps completely comply with manufacturer specifications and published requirements.

9. Contractors Responsibilities and Key Personnel

a. Project Manager Assignment: The Contractor shall assign a qualified Project Manager (PM) who will serve as the single point of contact responsible for the overall execution, coordination, and schedule adherence of the project. The PM shall possess demonstrated experience managing HVAC and mechanical system replacements in Federal facilities.

b. Subcontractor & Resource Management: The PM shall directly manage all technical subcontracts, oversee onsite safety protocols, and maintain close scheduling coordination with the designated NOAA representatives to guarantee that all construction activities are phased to minimize operational disruptions to the active facility and its occupants.

c. Personnel Certifications: The Contractor is responsible for ensuring all personnel assigned to this project possess appropriate certifications and documented experience, including EPA Section 608 Universal certification, OSHA 10-hour or 30-hour training (as appropriate), and applicable manufacturer training credentials.

d. Quality Assurance: The Contractor shall ensure all materials, equipment, and workmanship meet or exceed contract requirements and manufacturer specifications.

10. Additional Information

a. Equipment Size and Access Limitations: The replacement AHU must fit within the existing E103 mechanical room footprint and be compatible with the existing access route and installation constraints. The Government anticipates that modular or sectional construction may be necessary; however, the Contractor remains responsible for field-verifying all dimensions, clearances, access paths, rigging requirements, and installation limitations before equipment procurement or fabrication.The Government will not prescribe a maximum module size unless required based on verified site constraints. Proposed equipment shall not require structural or architectural modifications unless specifically authorized by the Contracting Officer.

b. 480V System and Available Electrical Service: The existing AHU electrical infrastructure is approximately 460V, 3-phase, 60 Hz. The Contractor shall field verify the existing feeder, disconnect, overcurrent protection, conductor size, available capacity, motor characteristics, and all other electrical requirements before selecting or procuring the replacement equipment. Existing drawings and equipment information, when available, will be provided for reference only and shall not relieve the Contractor of responsibility for verifying the available electrical service and ensuring compatibility with the proposed AHU.

c. Location of the Replacement AHU: The replacement AHU will be installed inside the building within the existing 1st floor, E103 Clean Room Mechanical/Elevator Room serving the D104 NIST Biorepository. The unit is not intended to be installed on the roof.

d. ISO Classification Certification During Temporary System Operation: A separate third-party ISO clean-room certification is not currently required solely for the period during which temporary environmental conditioning systems are operating. The Contractor is required to maintain the existing temperature, relative humidity, airflow, and room-pressure relationships necessary to support the NIST

Biorepository throughout the outage and replacement activities. Temporary conditioning, dehumidification, and HEPA-filtered ventilation systems shall be appropriately sized, monitored, and supported by an approved outage and emergency contingency plan. Post-installation acceptance will require certified testing, adjusting, and balancing, commissioning, BAS verification, and continuous environmental trending for not less than forty-eight hours.

e. Room-Side HEPA Filters, Fan Filter Units, Balancing and Certification:

Replacement of the room-side HEPA filters or fan filters units is not currently included as a general requirement of the AHU replacement scope. The existing terminal HEPA filtration system is to remain in service. The Contractor shall protect the existing terminal filtration and controlled laboratory environment during the work. Any damaged components or conditions that prevent restoration of the required environmental information shall be reported to the Government for direction before additional work is performed. Following the replacement of the AHU, certified testing, adjusting, and balancing will be required to verify total airflow, duct static pressure, component pressure drops, room-pressure relationships, temperature control, humidity control, and hydronic performance. A separate third-party clean-room recertification is not currently identified as a required deliverable. The Government may evaluate the need for additional clean-room certification if post-installation testing indicates that existing classification or environmental conditions have not been restored.

11. Deliverables

Item Description Due Date Acceptance Criteria 1 Project Schedule tracking sequencing, specific containment setup, outage windows, and milestones

Within 15 calendar days of contract award

Complete, logically linked, coordinated with facility operations, and approved by the Government

2 Pre-Installation Coordination Meeting minutes and sign-in sheets

Within 15 calendar days of contract award

Meeting executed with Facilities, Safety, and Government POCs; formal minutes submitted

3 Product Data and Submittals (AHU, coils, ECM fan array, humidifier, filtration, controls)

Within 30 calendar days of contract award

Comprehensive, technically compliant with performance specs, and approved by the Government

4 Site Assessment & Field Verification Report

Prior to equipment procurement

Documents comprehensive field-verified data confirming physical and hydronic compatibility

5 Installation & Integration of Replacement AHU

Per approved project schedule

Physical installation complete, isolated from leaks, code-compliant, and ready for test phases

6 BAS Integration Verification Network Report

Prior to commissioning phases

All data points, trends, and alarms verified end-to-end within the BAS and accepted

7 Certified TAB Report Upon completion of TAB field work

Stamped and signed by an active NEBB or AABC certified professional

8 Commissioning Report Upon completion of commissioning

Functional performance verified; 48-hour trend data attached; all deficiencies closed

9 AHU As-Built Drawings, Point Lists, and Sequences

Prior to final acceptance

Documents accurately reflect finalized field-installed conditions and network addresses

10 Operation and Maintenance (O&M) Manuals

Prior to operator training delivery

Complete manufacturer technical manuals submitted, organized, and approved

11 Operator Training Execution & Sign-off

Prior to final acceptance

On-site, field-based system walkthrough and familiarization session; roster acknowledged by Government attendees

12 Final Walkthrough and Closeout Documentation

Upon completion of all contract items

All punch-list actions formally resolved and Government acceptance signed

11. IT Security Requirements

The Certification and Accreditation (C&A) or Assessment and Authorization (A&A) requirements of 48 CFR 1352.239-72 do not apply. A Security Accreditation Package is not required.