STATEMENT OF WORK (SOW)

Supply and Delivery of Packaged Rooftop HVAC Unit and Associated HVAC

Equipment

DCMR Residential Property

Av. Paseo de las Palmas 1615

Lomas de Chapultepec VIII Sección

Miguel Hidalgo, Mexico City (CDMX), Mexico

Project Title: HVAC DCMR

Drafted by: FAC, Delgado Israel

Cleared by: FAC, Facility Manager, Mateo Montano

1.0 GENERAL INFORMATION

1.1 Purpose

This Statement of Work (SOW) establishes the requirements for the supply and delivery of one (1) packaged rooftop HVAC unit and three (3) associated indoor air handling units for the DCMR residential property located at:

Av. Paseo de las Palmas 1615

Lomas de Chapultepec VIII Sección

Miguel Hidalgo, Mexico City, CDMX, Mexico

The purpose of this procurement is to acquire new, current-production HVAC equipment to replace the existing obsolete systems that have exceeded their useful service life and utilize refrigerant that is no longer supported. The equipment shall provide improved energy efficiency, operational reliability, environmental compliance, and long-term maintainability.

This procurement is limited to the furnishing and delivery of the specified

HVAC equipment only. Removal of existing equipment, installation, electrical work, refrigerant handling, commissioning, testing, startup, integration with existing systems, and all other construction-related activities are specifically excluded from the scope of this procurement and will be performed under a separate contract, if required.

2.0 BACKGROUND AND EXISTING CONDITIONS

2.1 Existing Rooftop Packaged Unit

• Manufacturer: Rheem

• Model: RRKA-A036JK10E

• Cooling Capacity: 3 Tons (TR)

• Heating Capacity: 10 TR

• Voltage: 208/230V, Single Phase, 60 Hz

• Refrigerant: R22

• Approximate Age: Over 20 years (late 1990s manufacture)

2.1.1 Identified Deficiencies

• Equipment has exceeded its useful service life.

• Refrigerant R22 has been phased out under international environmental agreements.

• Manufacturer support has been discontinued.

• OEM spare parts are no longer readily available in the market.

• Generic replacement parts cannot be guaranteed for compatibility.

• Increased electrical contactor deterioration.

• Reduced cooling efficiency.

• Increased risk of refrigerant leaks.

• Elevated operational and energy costs.

• High probability of catastrophic failure.

Continued operation presents unacceptable operational and environmental risk.

2.2 Existing Air Handling Units (AHUs)

2.2.1 Air Handling Unit #1

• Model: RBHC-14J00NHD

• Capacity: 1.5 TR

• Voltage: 208/230V, Single Phase, 60 Hz

Reported Problems:

• Lack of adequate cooling performance.

• Delay in heating mode activation.

• Refrigerant imbalance.

• Deterioration of compressor-section contactors due to lack of periodic cleaning.

• Electrical instability affecting compressor performance.

• Reduced system responsiveness.

2.2.2 Air Handling Units #2 and #3

• Model: RPKA-019JAZ

• Quantity: Two (2) Units

• Capacity: 1.5 TR each

• Voltage: 208/230V, Single Phase, 60 Hz

Reported Problems:

• Inadequate cooling performance.

• Delay in heating cycle activation.

• Refrigerant charge imbalance.

• Electrical wear in compressor contactors.

• Degradation of electrical connections.

• Increased electrical resistance at terminals.

• Potential refrigerant leakage due to aged fittings.

• Continued operation with obsolete and environmentally harmful refrigerant

(R22).

These deficiencies indicate systemic equipment deterioration consistent with advanced age and obsolescence.

2.3 Existing HVAC System Configuration

The existing HVAC system consists of one (1) packaged rooftop heat pump unit connected to three (3) indoor air handling units serving the DCMR residence.

The system currently provides:

• Cooling for occupied residential areas.

• Heating during winter operation.

• Air circulation and filtration throughout the residence.

The existing equipment has exceeded its expected service life and utilizes R-22 refrigerant, which is no longer supported and has become increasingly difficult and costly to obtain.

The existing system exhibits the following operational deficiencies:

• Reduced cooling capacity.

• Delayed heating response.

• Excessive energy consumption.

• Increased maintenance requirements.

• Deteriorated electrical components.

• Reduced reliability.

• Limited availability of replacement parts.

The Government intends to replace the entire system with a modern high-efficiency HVAC system that will provide reliable service for the next 15–20 years.

3.0 SCOPE OF WORK

The Contractor shall furnish and deliver all new HVAC equipment, manufacturer-supplied accessories, documentation, and incidentals necessary to provide a complete equipment package in accordance with the requirements of this

Statement of Work.

The scope of this procurement is limited exclusively to the supply and delivery of

HVAC equipment. All equipment shall be new, unused, current-production models, and shall meet or exceed the technical specifications identified herein.

The Contractor shall deliver all equipment to the following Government-designated delivery location:

Musset 337

Polanco, Miguel Hidalgo

Mexico City (CDMX), Mexico

The Contractor shall coordinate the delivery schedule with the Contracting

Officer's Representative (COR) at least five (5) business days prior to delivery. All equipment shall be delivered in its original manufacturer's packaging and protected against damage during transportation.

This procurement does not include the removal of existing equipment, installation, electrical work, rigging, refrigerant charging or recovery, ductwork modifications, piping installation, testing, commissioning, startup, balancing, programming, integration with existing systems, training, or any other construction or installation-related services. These services, if required, will be acquired under a separate procurement.

3.1 Contractor Responsibilities

The Contractor shall provide all transportation, handling, packaging, and incidentals necessary to furnish and deliver the specified HVAC equipment to the

Government-designated delivery location.

The Contractor shall:

• Deliver all equipment to Musset 337, Polanco, Miguel Hidalgo, Mexico

City (CDMX), Mexico.

• Coordinate the delivery date and time with the Contracting Officer's

Representative (COR) at least five (5) business days prior to delivery.

• Ensure all equipment is new, unused, and delivered in the original manufacturer's packaging.

• Protect all equipment from damage during transportation, handling, and delivery.

• Provide all manufacturer documentation, including product data sheets, warranty certificates, and operation and maintenance manuals, at the time of delivery.

• Replace, at no additional cost to the Government, any equipment that is damaged, defective, incomplete, or found to be non-compliant with the requirements of this Statement of Work upon delivery.

3.2 Equipment and Material Requirements

The Contractor shall furnish and deliver all HVAC equipment, manufacturer-recommended accessories, and ancillary materials required for the future installation and proper operation of the system. The Contractor shall ensure that all equipment and materials are fully compatible and suitable for the intended application.

The Contractor shall provide, at a minimum:

• One (1) packaged rooftop HVAC unit meeting the specifications identified in this Statement of Work.

• Three (3) compatible indoor air handling units.

• Copper refrigerant piping and fittings.

• Refrigerant line thermal insulation.

• Service valves and all required refrigerant piping accessories.

• Factory-supplied controls and accessories.

• Honeywell thermostat (if supplied by the equipment manufacturer).

• Mounting hardware, brackets, and fastening materials required for installation.

• Any additional OEM-recommended components necessary to ensure a complete installation package.

All equipment and materials shall be new, unused, current-production products, and delivered in their original manufacturer's packaging. Any discrepancies, shortages, or damaged items identified upon delivery shall be corrected by the

Contractor at no additional cost to the Government.

3.3 New Packaged Rooftop Unit

The Contractor shall furnish and deliver (1) new packaged rooftop HVAC unit with the following minimum characteristics:

• Capacity: 3 Tons minimum.

• Cooling and heating operation.

• Refrigerant: R-410A, R-32, or current OEM-approved refrigerant.

• Minimum efficiency: 16 SEER.

• Scroll compressor technology.

• Factory-installed safety controls.

• High-pressure protection.

• Low-pressure protection.

• Compressor short-cycle protection.

• Condensate overflow protection.

3.5 Indoor Air Handling Units

The Contractor shall furnish and deliver (3) new indoor air handling units compatible with the rooftop unit.

Each AHU shall include:

• ECM variable-speed blower motor.

• High-efficiency evaporator coil.

• Factory-installed drain pan.

• Service access panels.

• Air filtration provisions.

• Insulated cabinet construction.

3.6 Thermostats and Controls

The Contractor shall furnish and deliver new programmable digital thermostats compatible with the HVAC equipment specified in this Statement of Work.

Each thermostat shall, at a minimum, support the following functions:

• Cooling control.

• Heating control.

• Fan control.

• Temperature scheduling.

• Manual override capability.

• Fault indication, where available from the manufacturer.

All thermostats shall be new, current-production models and delivered in the original manufacturer's packaging, together with all factory-supplied accessories, installation hardware, and manufacturer's documentation required for future installation by others.

Installation, programming, commissioning, testing, and training of

Government personnel are not included under this procurement.

3.7 Ductwork Materials

The Contractor shall furnish and deliver all ductwork materials and related accessories required for the future installation and connection of the new HVAC equipment.

At a minimum, the Contractor shall provide:

• 24-gauge rigid galvanized sheet metal ductwork, as specified.

• Duct transitions and connection fittings.

• Fiberglass duct insulation.

• Duct sealant and adhesive.

• Waterproofing materials.

• Mounting hardware, supports, and fastening accessories.

• Any additional manufacturer-recommended ductwork components required to complete the installation.

All materials shall be new, unused, and delivered in the original manufacturer's packaging, where applicable. This procurement is limited to the supply and delivery of materials only. Inspection, modification, installation, sealing, insulation replacement, airflow balancing, and any other ductwork-related services are specifically excluded from this SOW.

4.0 Regulatory and Quality Requirements

4.1 General Requirements

The HVAC equipment and materials furnished under this contract shall be new, unused, current-production products and shall comply with all applicable manufacturer specifications, industry standards, and regulatory requirements.

The Contractor shall ensure that:

• All equipment is delivered in its original manufacturer's packaging.

• All equipment is free from defects in materials and workmanship at the time of delivery.

• All materials and equipment are suitable for their intended application and are fully compatible with one another.

• All manufacturer documentation, including product data sheets, warranty certificates, installation requirements, and operation and maintenance manuals, is provided at the time of delivery.

• The equipment complies with all applicable Mexican regulations and manufacturer requirements for commercial sale and distribution.

4.2 Applicable Codes, Standards, and Regulations

The HVAC equipment supplied under this contract shall comply with all applicable

Mexican and international standards, regulations, and certifications required for safe operation, energy efficiency, environmental protection, and commercial use, including but not limited to:

Mexican Regulations and Standards:

NOM-011-ENER – Energy efficiency requirements for air conditioning equipment and applicable HVAC systems.

NOM-023-ENER – Energy efficiency requirements and test methods for commercial refrigeration and air conditioning equipment, when applicable.

NOM-003-SCFI – Safety requirements for electrical products and equipment intended for commercial use.

NOM-001-SEDE – Electrical installations requirements, including compatibility with Mexican electrical installation practices.

NOM-026-STPS – Safety requirements for identification and labeling of equipment and hazardous areas, when applicable.

Applicable environmental regulations issued by Mexican authorities regarding refrigerants, including restrictions and handling requirements established by

Mexican environmental regulations.

International and U.S. Standards (as applicable):

ASHRAE Standards for HVAC system design, performance, and indoor environmental quality.

AHRI Standards for HVAC equipment performance certification and capacity ratings.

UL Standards or equivalent internationally recognized safety certifications for electrical and mechanical components.

EPA regulations regarding refrigerants, including requirements related to approved refrigerants and environmental protection practices.

NFPA Standards, when applicable to equipment safety and electrical components.

The Contractor shall provide documentation demonstrating compliance with applicable certifications, ratings, and manufacturer requirements upon request.

4.3 Scope Limitation

This procurement is limited exclusively to the supply and delivery of HVAC equipment and associated materials. Installation, commissioning, testing, refrigerant handling, electrical connections, construction safety procedures, and field compliance requirements associated with installation activities are outside the scope of this contract and will be addressed under a separate procurement, if required.

4.4 Contractor's personnel

• All personnel assigned by the contractor for the performance of the respective services shall be supervised by the contractor.

• There shall be no employer - employee relationship between the USG and the contractor's personnel.

• Subcontractors may only be employed with the express written consent of the COR.

• The Contractor shall provide skilled and qualified personnel to develop any type of the project requirement, as personnel, managers, supervisors, workers, and techs.

4.5 Security

• A U.S. Government Locally Employed Staff (LES) employee is to be always with the contractor’s workers while they are on site.

• No worker/equipment/material/vehicle will be allowed to enter the compound or any building without written approval from the embassy RSO

(Regional Security Office).

• LES escorts as needed (Ratio of 1 escort for 5 workers). The escort has authority to stop work in case of a safety issue and shall report it to the COR.

The workers shall always be within the line of sight from the escort.

• The entry of the trucks shall be through Canadas HOA administration approval.

• In order for the contractors and its employees to enter to work as well as a vehicle to load/unload, an entry permit issued by RSO is required. The contractor shall provide one week ahead a list with the full names of the persons and the vehicles to enter for Facility to request the approval.

• Workers, supervisors, managers, and drivers shall have a valid identification card in order to enter the building and be able to work.

• Workers, supervisors, and manager shall wear the valid entry badge at all times.

• No cellphones or any other electronic equipment/devices are allowed inside the building.

• Be fully supported by OEM spare parts availability.

• Represent current-generation, state-of-the-art HVAC technology.

• Airflow remains within manufacturer limits.

7.0 WARRANTY

The Contractor shall provide:

• Manufacturer’s standard equipment warranty.

• Documentation confirming ongoing OEM parts support.

End of Statement of Work

CLIN Description Qty Unit

Unit

Price

(USD)

Total

(USD)

Furnish and deliver of new TR packaged rooftop HVAC unit includes freight

1 LS $15,000 $15,000

Furnish and deliver of three (3) new air handling units (AHUs) includes freight

3 EA $5,000 $15,000

Furnish and deliver material for the installation of the HVAC system (Refrigerant piping, insulation, and system connections material) includes freight

1 LS $3,000 $3,000

Furnish and deliver of Electrical conector, controls integration, and thermostat for the

HVAC system includes freight

1 LS $2,000 $2,000

TOTAL ESTIMATED COST: $35,000 USD