Statement_of_Work.pdf

1 | P a g e

Mammoth Cave National Park

STATEMENT OF WORK

Upgrade Inadequate Visitor Center HVAC Controls

PMIS #259242

DATED: 3/13/2025

NATIONAL PARK SERVICE

SOUTHEAST REGION

2 | P a g e

DIVISION 01 - GENERAL REQUIREMENTS

DIVISION 1 SHORT FORM GENERAL REQUIREMENTS

ITEM 1. Description of Work

This project aims to upgrade and optimize the HVAC control system at the Mammoth Cave National

Park Visitor Center, while also enhancing system efficiency, improving climate control performance, and ensuring that park personnel are fully trained in operating the upgraded system. The work includes a comprehensive inspection, software and hardware upgrades, system balancing, and operator training to maintain the long-term functionality of the HVAC system.

Scope of Work Breakdown

1.1 Network System Upgrade (Qty: 1, TAG: NET)

The contractor shall upgrade the existing JACE 8000 controller to the latest version of Tridium

Niagara, the building automation software that manages the HVAC control system. This upgrade will enhance system performance, improve user interface functionality, and provide better system monitoring and automation capabilities.

• Software Upgrade & Compatibility Verification: The contractor shall install the latest version of

Tridium Niagara, ensuring full compatibility with the existing system hardware.

• Database Verification & Correction: Upon upgrading, the contractor shall verify that all data points, control logic, and setpoints remain intact and operational. Any corrupted or missing data points must be corrected.

• Graphical Interface Enhancements: The contractor shall implement customer-requested graphical modifications, including customized user dashboards, equipment status displays, and system performance analytics.

This upgrade will provide more efficient system automation, enhanced troubleshooting capabilities, and improved energy management for the HVAC system.

1.2 Variable Air Volume (VAV) System Balancing (Qty: 15, TAG: VAV)

The HVAC system contains 15 Variable Air Volume (VAV) units, which regulate airflow to different zones within the visitor center. To improve efficiency and comfort levels, the contractor shall inspect and optimize the operation of each VAV unit, ensuring proper air distribution throughout the facility.

• Inspection of Control Boxes: Each VAV control box shall be thoroughly inspected for mechanical or electrical issues, loose connections, or failed components.

3 | P a g e

• Airflow Balancing: The contractor shall test and adjust airflow rates for each VAV unit to maximize system efficiency. This will ensure that all areas of the visitor center receive consistent and appropriate airflow based on occupancy and environmental conditions.

Proper balancing of the VAV system will help reduce energy consumption, enhance comfort levels, and extend the life of HVAC components.

1.3 HVAC System Assessment Report (Qty: 1, REPORT)

Following the network system upgrade and Variable Air Volume (VAV) system inspections, the contractor shall compile the findings into a comprehensive HVAC System Assessment Report. This report will document the current condition of the HVAC controls, outline any identified deficiencies, and recommend corrective actions for long-term system efficiency.

Report Requirements

The contractor shall prepare a detailed report that includes, but is not limited to, the following elements:

1.3.1 Executive Summary

• A brief overview of the inspection results and overall condition of the HVAC system.

• Identification of major deficiencies and recommended corrective actions.

• Summary of airflow balancing adjustments performed on the VAV system.

1.3.2 Control System Analysis

• Verification of Tridium Niagara software functionality post-upgrade.

• Status check on all data points, control sequences, and automation logic.

• Summary of any database corrections or graphical changes made during the upgrade.

• Identification of any faulty controllers, end devices, or communication failures.

1.3.3 VAV System Inspection Results

• Documentation of control box inspections, including any mechanical or electrical issues found.

• Airflow balancing before and after adjustment readings for each VAV unit.

• Identification of any VAV dampers, actuators, or sensors that may require replacement.

1.3.4 Deficiency List & Recommended Actions

• A prioritized list of any deficiencies identified during the system inspection.

• Recommendations for necessary repairs, component replacements, or future system upgrades.

• Estimated impact on system performance if corrective actions are not taken.

1.3.5 Supporting Documentation

• Photos of inspected components (if applicable).

• Airflow balancing test results for each VAV unit.

4 | P a g e

• Screenshots of updated graphical interface with changes highlighted.

Report Submission & Review

• The HVAC System Assessment Report shall be submitted to the Contracting Officer’s

Representative (COR) within 10 business days of completing inspections.

• The contractor shall schedule a review meeting with park personnel to discuss findings and answer any questions.

This report will provide critical data for future maintenance planning, ensuring the HVAC system remains efficient and reliable for park staff and visitors.

1.4 Control Software Training (Qty: 1, TAG: TRAINING)

Once the system has been upgraded and balanced, the contractor shall provide comprehensive training to designated park personnel on the upgraded control software and overall HVAC system operation.

• Duration: A total of 8 hours of hands-on training will be provided.

• Training Topics: The training shall cover the following areas:

o Navigation of the upgraded Tridium Niagara interface.

o System monitoring, alarm notifications, and data logging.

o Adjusting control setpoints, scheduling, and troubleshooting common issues.

o Reviewing energy efficiency best practices to optimize system performance.

• Training Format: The contractor shall conduct training onsite, using real-time system data and live demonstrations. Training materials, including user manuals, shall be provided to all attendees.

This training will ensure that park staff can confidently operate, monitor, and maintain the upgraded

HVAC system.

1.5 Water Balance (Qty: 1, TAG: WATER BALANCE)

As an optional task, the contractor may perform a comprehensive water balance for the HVAC system. Water balancing ensures that the correct flow rates are maintained throughout all hydronic components, preventing inefficiencies in the cooling and heating process.

• System Assessment: The contractor shall analyze chilled and hot water circulation to detect any imbalances, blockages, or flow restrictions.

• Coil Performance Testing: The contractor shall evaluate water flow through the HVAC coils, ensuring optimal heat exchange and temperature regulation.

• Efficiency Adjustments: Any necessary valve adjustments or pump recalibrations shall be made to optimize performance.

5 | P a g e

If exercised, this task will help improve cooling efficiency, reduce energy consumption, and prevent mechanical strain on the system.

ITEM 2. Existing Utilities

The contractor shall identify and verify the locations of all electrical, mechanical, and network systems related to the HVAC controls before commencing work. Any disruptions to utilities shall be coordinated with the Contracting Officer’s Representative (COR) at least 48 hours in advance.

• All existing utilities shall be protected from damage during the work.

• If any utility service must be temporarily interrupted, the contractor shall provide a schedule for approval at least 5 business days in advance.

• Any accidental utility damage shall be immediately reported to the COR and repaired at the contractor’s expense.

ITEM 3. Contractor’s Use of Premises

• Work shall be conducted in a manner that minimizes disruption to visitor center operations.

• All work areas must be clearly marked and secured to prevent unauthorized access.

• No equipment, tools, or materials shall be left unattended in public areas.

• The contractor shall be responsible for daily cleanup and removal of debris from the worksite.

ITEM 4. Commencement, Prosecution, and Completion of Work

• The contractor shall commence work within 10 business days of receiving the Notice to

Proceed (NTP).

• All work shall be completed within 60 calendar days from the start date.

• Work hours shall be limited to Monday through Friday, 7:00 AM – 5:00 PM, unless otherwise approved by the COR.

• Any delays due to unforeseen circumstances must be reported immediately to the COR for resolution.

ITEM 5. Examination of the Site

Prior to submitting a bid, the contractor shall visit the site to assess the existing HVAC controls and conditions. The contractor shall:

6 | P a g e

• Coordinate with the COR to schedule a site visit.

• Verify access routes and work areas.

• Identify any constraints that could impact the project schedule or execution.

• Account for all necessary safety measures and accessibility requirements.

Failure to examine the site shall not be grounds for contract modification.

ITEM 6. Abbreviations

The following abbreviations apply to this contract:

• NPS – National Park Service

• COR – Contracting Officer’s Representative

• OSHA – Occupational Safety and Health Administration

• ABA – Architectural Barriers Act

• ANSI – American National Standards Institute

• HVAC – Heating, Ventilation, and Air Conditioning

• PPE – Personal Protective Equipment

• VAV – Variable Air Volume

• JACE – Java Application Control Engine

ITEM 7. Accident Prevention and Safety Requirements

The contractor shall comply with all applicable OSHA, ANSI, and NPS safety regulations, including:

• OSHA 29 CFR 1926 for construction safety.

• ANSI Z87.1 for eye protection, ANSI Z89.1 for head protection, and ANSI A92 for fall protection if work requires working at heights.

• Conducting a Job Hazard Analysis (JHA) before work begins.

• Providing and enforcing the use of appropriate PPE for all workers.

• Maintaining an emergency response plan on-site, including first aid and fire prevention procedures.

• Ensuring all personnel are trained in lockout/tagout (LOTO) procedures if working on energized HVAC controls.

7 | P a g e

ITEM 8. Post award Conference

A post award conference shall be held no later than 5 business days before the start of work. The contractor, COR, and key personnel shall attend to discuss:

• Project schedule and milestones.

• Site access and staging areas.

• Safety and accident prevention requirements.

• Coordination with visitor center operations.

The contractor shall submit a work plan and safety plan for COR approval before the meeting.

ITEM 9. Submittals

The contractor shall submit the following for approval:

• Work Schedule – Within 5 business days of the NTP.

• Job Hazard Analysis (JHA) – Before work begins.

• Software Upgrade Documentation – Manufacturer’s verification that the software is compatible with existing hardware.

• Airflow Balance Report – Before project closeout.

• Water Balance Report.

• Training Plan and Attendance Log – After completion of training.

All submittals shall be provided in electronic format unless otherwise directed.

ITEM 10. Temporary Services

The contractor shall be responsible for providing all necessary temporary utilities, including:

• Power for tools and equipment, if additional power is required beyond existing visitor center infrastructure.

• Temporary dust control measures to prevent contamination of HVAC components.

Contractor must ensure that all temporary services meet NPS environmental and safety standards.

ITEM 11. Warranties

Description of Warranty Coverage

The contractor shall provide warranties for all work, equipment, and software upgrades to ensure the reliability and long-term performance of the upgraded HVAC control system. This warranty coverage

8 | P a g e includes hardware, software, installation workmanship, and system balancing to guarantee the successful operation of the upgraded system.

The contractor shall be responsible for repairing or replacing any defective components, software malfunctions, or improper installation issues within the specified warranty periods, at no additional cost to the National Park Service. Any warranty work shall be scheduled within 5 business days of written notification from the Contracting Officer’s Representative (COR), unless otherwise approved.

At the completion of the project, the contractor shall provide a written warranty statement, including contact information for technical support and service requests, along with a documented schedule for preventive maintenance recommendations.

Minimum Warranty Requirements

1. HVAC Controls and Software Warranty

• Coverage Period: Minimum one-year warranty from the date of final acceptance.

• Scope: Covers all hardware and software installed or upgraded under this contract, including:

o JACE 8000 upgrade and Tridium Niagara software functionality.

o Any connectivity issues between upgraded hardware and existing control components.

o Data point verification to ensure seamless communication across the system.

o Graphics modifications made during the upgrade, ensuring proper display and functionality.

• Resolution Process: If failures occur due to software errors, hardware malfunctions, or compatibility issues, the contractor shall provide remote troubleshooting and onsite repairs as needed to restore full system operation.

2. Airflow Balancing Warranty

• Coverage Period: Minimum six-month performance guarantee from final acceptance.

• Scope: Ensures that airflow balancing adjustments made to the Variable Air Volume (VAV) system maintain efficiency within industry standards.

• Resolution Process: If system performance deviates from the balanced settings within the warranty period, the contractor shall return to the site to rebalance and optimize airflow at no additional cost.

3. Water Balance Warranty

• Coverage Period: Minimum six-month warranty from final acceptance.

• Scope: Covers water balance adjustments to ensure proper water flow to all cooling coils and eliminate inefficiencies in the cooling process.

• Resolution Process: If water distribution issues arise within the warranty period, the contractor shall retest, rebalance, and correct any identified problems.

9 | P a g e

4. General Workmanship Warranty

• Coverage Period: Minimum one-year warranty from final acceptance.

• Scope: Covers installation, materials, and workmanship for all contractor-provided labor and equipment.

o Ensures that all wiring, connections, and mounted equipment remain securely installed and function correctly.

o Protects against faulty workmanship, requiring the contractor to repair or replace any improperly installed components.

o Guarantees that control box inspections and modifications do not lead to premature failure or operational issues.

• Resolution Process: The contractor shall respond to warranty claims and provide necessary repairs within 5 business days of notification.

Warranty Documentation and Transferability

• At project completion, the contractor shall provide a written warranty statement detailing the coverage periods, terms, and conditions.

• The warranty shall specify contact information for technical support, including phone numbers, email addresses, and emergency response contacts.

• If any warranties are provided by third-party manufacturers (e.g., Tridium Niagara software updates, JACE 8000 hardware), the contractor shall ensure these warranties are fully transferable to the National Park Service.

• The contractor shall provide all manufacturer warranty documents along with detailed maintenance guidelines to assist park personnel in routine system upkeep.

ITEM 12. Inclusions, Exclusions, and Assumptions

This section outlines the specific work elements included in the contract, identifies tasks that are explicitly excluded from the scope, and establishes key assumptions that must be met to successfully complete the project.

12.1 Inclusions

The following items are included in the scope of work and will be provided as part of the contract:

• Setup of Trends, Alarms, and Initial Schedules – The contractor shall configure system trending, alarm notifications, and initial operational schedules within the upgraded Tridium

Niagara software to optimize system performance and monitoring capabilities.

10 | P a g e

• On-Site, Hands-On Owner Training at Project Completion – The contractor shall conduct 8 hours of training for designated park personnel, providing hands-on instruction for the upgraded HVAC control system and software.

• HVAC System Assessment Report. This report will document the current condition of the

HVAC controls, outline any identified deficiencies, and recommend corrective actions for long-term system efficiency.

• Twelve (12) Month Warranty Period from Customer Acceptance – A one-year warranty will be provided from the date of final project acceptance. This warranty covers software performance, airflow balancing, and general workmanship, as outlined in the Warranties section of this document.

12.2 Exclusions

The following items are not included in the scope of work and will require separate authorization and additional costs if needed:

• Any Work Not Specifically Listed Herein – Any modifications, repairs, or additional services beyond those explicitly detailed in this Scope of Work are excluded. Additional work must be authorized separately by the Contracting Officer’s Representative (COR).

12.3 Assumptions

The following conditions are assumed and must be met for the contractor to complete the project as scheduled:

• Assumes Normal Business Hours of 7:00 AM – 5:00 PM – All work will be performed Monday through Friday during standard business hours, unless otherwise approved by the COR. Any overtime or weekend work will require prior approval.

• Customer Will Provide Access to All Required Work Areas Without Unnecessary Delay – The

National Park Service shall ensure unrestricted access to all areas necessary for the contractor to complete the work. Any delays caused by restricted access may impact the project schedule and will not be the responsibility of the contractor.

ITEM 13. Project Closeout

Prior to final acceptance, the contractor shall:

• Demonstrate the fully functional upgraded HVAC control system.

• Submit a final airflow balance report.

• Provide an 8-hour comprehensive training session for park personnel, covering system operation and troubleshooting.

11 | P a g e

• Submit a final water balance report.

• Remove all equipment, tools, and debris from the site.

• Submit all required submittals and as-built documentation to the COR.

The COR will conduct a final inspection before project acceptance