SOW - Bard Unit Replacement - Draft.pdf

Statement of Work (SOW)

Project: Replacement of Seven (7) 4-Ton Bard HVAC Units

1. Executive Summary This Statement of Work (SOW) defines the requirements, deliverables, and scope of work for decommissioning, removing, and replacing seven (7) existing 4-ton Bard wall-mounted HVAC units. The existing units will be replaced with new, energy-efficient Bard units utilizing modern, environmentally compliant refrigerant in strict accordance with EPA regulations, local building codes, and industry best practices.

2. Project Objectives

• Decommission and Remove: Safely recover refrigerant and decommission seven outdated 4-ton Bard units.

• Install New Units: Supply and install seven brand-new, high-efficiency 4-ton

Bard wall-mounted units featuring up-to-date, non-ozone-depleting refrigerant.

• These seven units directly support high-sensitivity, mission-critical operational spaces—specifically Electrical Panel & Switchgear Rooms and Chiller Plant & Control Locations—the primary engineering objective is to maintain strict, non-stop climate thresholds to prevent thermal equipment failures, safety tripping, or localized moisture issues.

• Compliance & Safety: Ensure all work meets local mechanical, electrical, and environmental safety regulations (specifically EPA Section 608).

• System Integration: Connect new units to existing electrical systems, ductwork, and environmental controls, ensuring fully operational climate control in the designated facility spaces.

3. Detailed Scope of Work The Contractor shall provide all labor, materials, equipment, tools, transportation, and supervision necessary to complete the following tasks:

Phase 1: Pre-Installation & Site Preparation

• Conduct a comprehensive site survey to verify electrical compatibility, structural wall integrity, mounting brackets, and ductwork dimensions.

• Coordinate with facility management to establish a safety perimeter, staging area, and work schedule to minimize operational downtime.

• Secure all necessary approvals required by local base jurisdictions before commencing physical work.

Phase 2: Decommissioning & Removal of Existing Units

• EPA Section 608 Compliance: Safely and legally recover all existing refrigerant from the legacy units using certified recovery equipment in strict accordance with EPA Section 608 regulations. No venting of refrigerant is permitted under any circumstances.Recovery Cylinders: CE will provide the necessary recovery cylinders to the contactor to recover any refrigerant remaining in the existing Bard Units. The Contractor must submit a highly detailed, certified Refrigerant Recovery Log & Manifest directly to CE (Civil Engineering / Client Entity) prior to physical equipment disassembly. A separate recovery log must be completed for each of the seven (7) individual units (indexed by unit physical location and manufacturer serial number

• Electrical Disconnection: Safely disconnect electrical power and control wiring, following standard lock-out/tag-out (LOTO) safety protocols.

• Mechanical Removal: Detach the seven (7) 4-ton Bard units from their wall mounts and duct connections.

• Disposal & Recycling: Transport and legally dispose of the old units, including the recovered refrigerant, at a licensed disposal/recycling facility. Provide disposal manifests and certificates to the client.

Phase 3: Equipment Procurement & Specifications

The Contractor shall procure seven (7) brand-new Bard wall-mounted units meeting or exceeding the following minimum technical requirements:

• Capacity: 4 Tons (nominal 48,000 BTU/h cooling capacity per unit). Contract is still responsible and confirms the current tonnage of the current units.

• Legacy Equipment Inventory (Existing Units to Be Replaced)

• The Contractor is responsible for removing, cataloging, and replacing the following specific legacy models currently installed at the facility:

Unit Number

Equipment Location / Serviced Space Mfg Legacy Model

Number

Unit 1 Electrical Panel Room / Switchgear Bard WA602-C15V

Unit 2 Electrical Panel Room / Switchgear Bard WA602-C15V

Unit 3 Chiller Plant Room Bard W48A2-C09XPXXXJ

Unit 4 Chiller Plant Room Bard W48A2-C09XPXXXJ

Unit 5 Chiller Control Room Bard PA13482-C

Unit 6 Critical Support Area Bard WA372-C15B

Unit 7 Auxiliary Infrastructure Room Bard WA701-C15B

• Type: Wall-mounted Air Conditioner and Heat Pump (matching current configuration).

• Refrigerant: Eco-friendly, up-to-date refrigerant compliant with current EPA regulations (R-454B / R-32 depending on current model availability and safety standards).

• Electrical: Must match existing facility power supply (typically 208/230V or 460V/60/3 phaseto be verified during site survey).

• Controls: Compatible with existing thermostats/building automation systems, or include new digital programmable thermostats.

• Filtration: MERV 8 minimum, or as specified by facility standards.

Phase 4: Installation of New Units

• Sleeve & Framing Inspection: Inspect, clean, and structurally reinforce the existing wall framing, sleeve, and duct interfaces. Prepare wall openings, inspect flashing, and install new heavy-duty mounting brackets or wall sleeves as required.

• Mandatory Minimum Clearances: The Contractor must ensure the physical placement of each installed unit conforms to the manufacturer's engineering specifications to prevent hot air recirculation and facilitate maintenance. Mount the seven (7) new 4-ton Bard units securely to the exterior walls.

• Weatherproofing & Air Barrier Standards:

• Gasketing: Apply commercial-grade, heavy-duty, closed-cell, UV-resistant neoprene weather-sealing gaskets around the entire perimeter of the wall sleeve interface. Gaskets must be compressed uniformly to form a continuous air and water barrier.

• Sealant Quality (ASTM C920): Seal all exterior seams, mounting flange edges, and fastener penetrations with a high-performance, non-sag polyurethane or hybrid polymer sealant conforming to ASTM C920 (Class 25 or higher). Pure silicone sealants are not acceptable on porous masonry surfaces.

• Drip Flashing: Install an aluminum or galvanized steel drip cap flashing at the top header of each unit casing, integrated into the building's exterior siding/cladding layer, to divert overhead rainwater runoff away from the wall penetration.

• Water-Tightness Verification (AAMA 501.2): Conduct a localized, low-pressure water spray test on the first installed unit (following modified AAMA

501.2 guidelines) to verify zero water ingress into the building envelope prior to completing the remaining six installations.

• Provide new thermostat replacements for each bard unit.

• Ensuring airtight seals with high-grade, weather-resistant gaskets and sealants.

• Connect electrical power lines and control wiring. Install new electrical disconnects if existing units are worn or out of compliance.

• Install condensate drain lines according to manufacturer specifications and local plumbing codes.

Phase 5: Testing, Commissioning, & Startup

• Factory-Authorized Startup for Warranty Validation: Regardless of the brand installed, the Contractor must perform an official manufacturer-certified commissioning startup. This setup must be executed by a technician holding active factory-training credentials for the selected brand (or co-signed by an authorized manufacturer representative) to validate, register, and preserve the factory's parts and compressor warranties.

• Evacuation & Evacuation Testing: Evacuate system lines to a minimum of (if field-charged) and conduct a 15-minute vacuum rise test to guarantee system seals are 100% leak-free.

• Verify proper airflow, temperature differentials, and thermostat/control system response.

• Provide a certified air-balancing and commissioning report for each of the seven units.

Phase 6: Site Cleanup & Handover

• Clean up all construction debris, packaging, and materials from the interior and exterior of the facility. 100% removal and off-site disposal of all project-related waste.

• Staff Training Seminar: Conduct an on-site, hands-on training session (minimum of 2 hours) for the client's facility maintenance team. Training must cover:

• Master thermostat and smart controller programming.

• Interpretation of lead-lag controller diagnostics and active system alarms.

• Routine preventive maintenance procedures (e.g., filter replacement schedules, coil cleaning practices, and winterization)

• Joint Walkthrough & Final Punch List: Execute a comprehensive post-project walkthrough alongside the Facility Manager. Any cosmetic, structural, or functional discrepancies identified must be documented in a written punch list.

The Contractor must resolve all punch list items to 100% satisfaction before final project sign-off.

4. Project Deliverables & Key Milestones

To secure progress payments, verify equipment engineering alignment, and receive final closeout sign-off, the Contractor must supply the following deliverables strictly in accordance with the timeline boundaries below:

Phase Deliverable Description Required Timing &

Milestone Dependencies

Pre-Construction Physical Field Verification & Submittals

Signed field dimensional notes, electrical circuit reviews, and manufacturer spec sheets for proposed models.

MUST be submitted and approved by CE prior to ordering any equipment or materials.

Phase 1:

Mobilization

Site Safety, Rigging, & LOTO Plan

Written safety barricade design, crane setup pathways, and physical Lock-Out/Tag-Out (LOTO) logs co-signed by the Facility Manager.

Due 5 business days prior to any physical on-site labor or equipment staging.

Phase 2:

Decommissioning

EPA Recovery & Certified Weight Manifests (to CE)

Cylinder serial inventory, electronic scale calibration certs, individual Tare/Gross/Net calculations, and technician universal cards.

Submitted daily during disassembly phase;

consolidated final log due within 3 days of phase completion.

Phase 2:

Decommissioning

Demolition & Disposal Certificates

Certified environmental disposal receipts from approved recycling and hazardous waste handling facilities for 7 units.

Due within 5 business days following the physical removal of the old cabinets from the site.

Phase 4:

Installation

New Unit Integration & Weatherproofing Logs

Physical mounting, leveling check, ASTM C920 sealant lot logs, structural clearance checklist, and water-tightness results (AAMA 501.2).

Water-tightness test results must be approved prior to starting subsequent unit installations. All remaining logs due within 48 hours of mechanical mounting.

Phase 5:

Commissioning

Certified Startup & Performance Report

Certified factory-authorized startup sheets, static pressure metrics, balanced blower CFM readings, temperature split dry-bulb checks, and BAS alert tests.

To be submitted within 3 business days of individual system startup; must be approved before beginning the Phase 6 Handover.

Phase 6: Closeout Closeout, Training, & Handover Package

O&M binders, local inspection permits, custom low-voltage wiring schematics, registered warranty certs, signed training attendance logs, and completed Punch List Sign-off.

Must be completed, submitted, and signed off by CE before authorization of final project payment release.

5. Health, Safety, & Environment (HSE)

• The Contractor must strictly adhere to OSHA safety standards throughout the project.

• Lock-out/Tag-out (LOTO) procedures must be enforced prior to working on any electrical components.

• Proper Personal Protective Equipment (PPE) must be worn by all field personnel.

• All refrigerant handling must be performed by EPA Section 608 Universal

Certified technicians.

6. Warranty & Support

• Manufacturer's Warranty: Standard manufacturer warranty on parts and compressor typically 5 years parts, 5 years compressor, or as specified by Bard.

• Workmanship Warranty: The Contractor shall provide a minimum of 1-Year warranty on all installation labor and workmanship from the date of final acceptance. Contractor shall response within a 48 hour period to address any issues that are covered under the 1 year warranty.