Tech_Exhibit_B_PWS-Revised.pdf

Performance Work Statement (PWS) Retro-Commissioning and DDC Upgrades

Fort Hood, Texas

April 28, 2017

1.1 Synopsis: The Contractor shall perform a comprehensive Retro-Commissioning (RCx) of Direct Digital Controls (DDC) and Heating Ventilation and Air Conditioning (HVAC) equipment in 25 facilities (approximately 419,724 square feet) at Fort Hood, Texas. This Contract shall be executed in a two phased approach. The following list summarizes the Planning, Investigation, and Implementation Phase activities of the RCx process. Some projects for the implementation phase have been identified by the government. Planning and Investigation activities are completed in Phase 1.

Implementation activities are completed in Phase 2. See Attachment 2 for the building list.

1.2 Phase One (Planning and Investigation)

1.2.1 Planning Phase Activities:

a. Conduct Project Kickoff Meeting

b. Perform Documentation Review

c. Interview Energy, Building, and O&M Management

d. Conduct Planning Phase Site Walk

e. Perform Utility Analysis and Benchmarking

f. Prepare Preliminary List of Energy Conservation Measures

g. Develop Retro-Commissioning Plan (Deliverable)

h. Conduct Planning Phase Scoping Meeting and Issue After Action Report (Deliverable)

1.2.2 Investigation Phase Activities:

a. Conduct Investigation Phase Kickoff Meeting

b. Perform Detailed Site Assessment

c. Execute Monitoring Plan

d. Execute Functional Testing Plan

e. Analyze Value of TAB for Specific Buildings

f. Analyze Value of Envelope Testing for Specific Building.

g. Analyze Investigation Phase Monitoring and Testing Data

h. Develop Project Issues Log

i. Finalize and Submit the List of Recommended Energy Conservation Measures and Repairs

j. Conduct ECM and Repair Selection Meeting

k. Prepare Energy Savings Estimates and Economic Evaluation for Selected ECMs

l. Prepare EOPC (Engineer’s Opinion of Probable Cost) Documentation for Selected Repairs

m. Prepare Implementation Descriptions for Selected ECMs and Repairs

n. Prepare and Submit RCx Investigation Report (Deliverable)

o. Conduct Investigation Phase Scoping Meeting and Issue After Action Report (Deliverable)

1.2 Phase Two (Implementation)

1.2.1 Implementation Phase Activities:

a. Submit TDP-1 for Implementation of ECM and Repair Projects (Deliverable)

b. Conduct TDP-1 Scoping Meeting and Issue After Action Report (Deliverable)

c. Submit Implementation Phase Project Schedule (Deliverable)

d. Conduct Implementation Kick off Meeting

e. Implement Selected ECMs and Repairs

f. Create and Execute Verification Plan

g. Update Savings and Prepare Implementation Report (Deliverable)

h. Conduct Post-Implementation Scoping Meeting and Issue After Action Report (Deliverable)

i. Prepare Operations and Maintenance Documentation for Implemented Repairs and ECMs (Deliverable)

j. Develop and Execute Training for Implemented Repairs and ECMs (Deliverable)

k. Prepare and Submit Final RCx Report (Deliverable)

1.2.2. The process to implement the approved EMCs in Phase Two shall follow a structure similar to Corrective Maintenance (CM).

1.2.3 Implement Government Identified Projects (See Attachment 4)

1.3 Contractor will utilize ASHRAE Guideline 0.2:2015 as a framework for survey, analysis, technical requirements and implementation of the Retro-Commissioning for the subject facilities. Survey and test the identified facilities and their associated systems to validate the operational effectiveness of any equipment to be reused. Document the findings. The equipment and systems must meet the current requirements to achieve the goals to improve comfort and environmental quality, and to optimize energy and resource conservation.

1.4 The Retro-Commissioning tasks must culminate in a fully functional and complete working system in compliance with activity specific requirements itemized in the PWS. The Government has reviewed the requirements contained within this PWS and has determined the work to be predominately services.

2.1 Specific Work to Be Accomplished: In conjunction with the requirements of the basic contract the Contractor shall provide the services and upgrades in accordance with the referenced criteria, specifications, drawings, and equipment list attached. As applicable to specific tasks, the Contractor shall:

2.2 Participate in a post-award orientation meeting at the site prior to commencing work. Provide a Quality Control Plan, a Project Schedule and an Accident Prevention Plan following the submittal procedures of the basic contract and the submittal schedule, reference Technical Exhibit A, Specifications.

2.3 Perform the retro-commissioning survey and analysis as detailed in Attachment 4 to determine condition of system equipment and associated controls. The survey shall include testing of existing equipment, actuators, dampers, valves and local control loops to determine the list of recommended repair/replacement and commissioning activities. Contractor shall identify and document all inoperable/damaged equipment that must function properly for a complete and useable system. Provide a written report noting all identified discrepancies that includes a cost estimate for repair/replacement.

2.4 Perform engineering surveys or assessments to develop or verify design drawings and equipment lists. Provide a report identifying equipment incompatibility concerns between the existing and new systems.

2.5 Prepare and provide Mechanical and Electrical Equipment installation engineering plans.

2.6 Prepare and provide Electronic Equipment installation and assembly engineering drawings as related to computers, field equipment panels, data transmission equipment, interfaces, and instrumentation and all other equipment.

2.7 Prepare and provide system installation engineering drawings, instrumentation installation drawings, wiring diagrams, procedures for field installation of all equipment, and system testing procedures, as defined in UFC 3-470-01, UFC 3- 410-02, and Technical Exhibit A, Specifications.

2.8 Provide Mechanical and Electrical Equipment. Install equipment in accordance with (IAW) original manufacturer’s published procedures and documentation and as required by the specifications.

2.9 Perform all factory testing, performance verification testing, and commissioning IAW the applicable and referenced sections of criteria and specifications in this task order.

2.10 Perform minor ancillary work required to support equipment installation.

2.11 Provide all data transmission equipment IAW specifications, drawings and manufacturer’s published documentation.

Install in compliance with applicable certification and accreditation requirements of the DoD, DA, other applicable Agencies, and the Network Enterprise Center (NEC), or its equivalent authority, and provide requisite documentation as defined in Attachment 6.

2.12 Interface to all existing data transmission equipment IAW specifications, drawings and manufacturers’ published documentation. Comply with all requirements of the NEC related to interfacing with the existing communication system.

Provide technical data, equipment and software in compliance with Cybersecurity policy and requirements.

2.13 Integrate building level systems into the enterprise server/workstation and graphical user interface utilizing an Open Systems approach. Provide documentation on the tools, databases, data types, and interfaces used. No proprietary interfaces, tools, or architectures without prior approval.

2.14 Provide all required Operations and Maintenance Manuals.

2.15 Provide Training as required by the applicable sections of the specifications and this work statement.

2.16 Provide a System Warranty. The systems, all ancillary components, mechanical equipment, electrical equipment, subsystems, data transmission systems, and all Contractor-furnished software shall be covered by warranty. The Contractor shall warrant all products and services provided under this task order (material and labor) for a period of one year from the date of Government acceptance or the offeror's standard commercial warranty period, whichever is greater.

Upon any product/service failure during the warranty period, Contractor’s response time to restore system service shall be within the timeframes indicated herein. “Mission Critical Outages” will require a maximum of 4-hour response time during normal working hours and maximum of 16-hour response time for after hours (defined as outside 0700-1600) and one day to restore system operation. All other outages will require a maximum of three working days response time and seven working days to restore system operation. System outages assessed as “Mission Critical” will be at the discretion of the Contracting Officer or Contracting Officer’s Representative. The warranty period shall not start until the contractor successfully passes the PVT, all punch list items are resolved, and the contractor receives a letter of acceptance from the Contracting Officer (See Attachment 7 for the PVT process flow diagram).

2.17 Provide after-action reports, accident reports, minutes of each meeting, confirmation notices of communications, field inspection reports, calibration reports and installation progress reports. Copies shall be furnished to the Government within 5 working days or sooner, if required, after each specific action.

2.18 Provide final As-Built Drawings. All drawings shall be generated in electronic media compatible with the latest version of Microstation, AutoCAD, or as defined in this task order. Title block information on drawings shall be coordinated and approved by the Government. The prime Contractor’s logo and company information will be displayed as the responsible party. Drawings must be delivered within 30 days after the written acceptance of the system by the Government.

2.19 Provide software licensing; installation tools; interface tools; commissioning tools; and configuration tools related to UMCS, ESS, SCADA and other Control and Monitoring Systems and HVAC systems as required by this task order. All technical data in which the Contractor has granted the Government additional rights must be listed or described in a license agreement made part of the contract. The license shall enumerate the additional rights granted the Government in such data.

2.20 Perform special Engineering Services and Studies: Provide special engineering services as defined in Attachment 4.

2.21 Perform System Maintenance. The contractor shall perform all preventive and corrective maintenance to the system being installed until Government system acceptance.

3.1 Specifications:

3.2 All requirements of Contract Clauses, Special Clauses, and the technical provisions as included in Technical Exhibit A, Specifications are applicable to this task order.

4.0 Drawings and Equipment Lists: A list of drawings and equipment furnished for this task order is identified in Attachment 2.

5.0 Information Support and Documentation: All required technical data and computer software shall be delivered IAW the requirements set forth in the Contract Data Requirements List (CDRL) as referenced in Attachment 3 and as required in the basic contract. Details of format and specific quantities for deliverables and addresses of the points of contacts are stated in Paragraphs 13 and 14.

12. Provision of Technical Data Packages:

Technical Data Packages shall be provided per the project schedule and delivered to the point of contact denoted by the asterisk in Paragraph 14. Data will be delivered as follows:

Group I Technical Data Package, (Design and Equipment Cut Sheets):

Recipient Qty Submittal Format Media

Energy Manager, DPW, Fort Hood

2 11 x 17 (B-Size) Drawings Hardcopy 2 24 x 36 (D-Size) Drawings Hardcopy 2 Entire Package (Adobe PDF, or other format specified in Attachment 4 CD/DVD

Group II Technical Data Package, (Site Conditions and Survey Report)

DPW, Fort Hood

2 Bound 8.5 x 11 Hardcopy

1 Entire Package (Adobe PDF, or other format specified in Attachment 4 CD/DVD

Group III Technical Data Package not required.

Group IV Technical Data Package, (Performance Verification Testing Procedures, Draft O&M Manuals, Training Documentation, and Final Instrumentation and Control Drawings):

DPW, Fort Hood

2 11 x 17 (B-Size) Drawings Hardcopy 2 Entire Package (Adobe PDF, or other format specified in Attachment 4 CD/DVD 2 PVT Procedures (3 Ring Binders 8.5 X 11) Hardcopy

Group V Technical Data Package, (O&M Manuals):

DPW, Fort Hood

3 3 Ring Binder 8.5 X 11 Hardcopy

3 Entire Package (Adobe PDF, or other format specified in Attachment 4 CD/DVD

Group VI Technical Data Package, (As-Built Drawings):

DPW, Fort Hood

2 11 x 17 (B-Size) Drawings Hardcopy 2 24 x 36 (D-Size) Drawings Hardcopy 2 Electronic (CAD) CD/DVD 2 Entire Package (Adobe PDF, or other format specified in Attachment 4

1 ea per Mech-room

Building/System Specific Drawings – place in mechanical rooms

Laminate

Cybersecurity Requirements: Not

Applicable Submittal Summary:

Submittals

Form

Required

Hard-copy

CD/DVD

E-mail

PM P

E

Customer

Group I Technical Data Package (Phase 2) Yes √ √ Group II Technical Data Package Yes √ √ Retro-Commissioning Plan (Phase 1) Yes √ √ Group IV Technical Data Package Yes √ √ Group V Technical Data Package Yes √ √ Implementation Report (Phase 2) Yes √ √ PVT Results with Warranty Letter Yes √ √ √ RCx Investigation Report (Phase 1) Yes √ √ √ √ Final RCx Report Yes √ √ √ √

Technical Data Package (TDP) Requirements: Contractor shall submit all Technical Data Packages as single, complete packages which include the entire collection of data elements as dictated by the task, the technical solution, and the requirements listed below. Exceptions for multiple submittals may be allowed in Group I TDP for circumstances that may adversely affect a critical path schedule, e.g. long-lead ordering items or a compelling need for urgency.

A. Group I Technical Data Package: As a minimum the Contractor shall submit: A1. System Design

1) Computer Equipment Cut Sheets with indication of selection

2) Network Architecture Diagram

3) UMCS Block Diagram

4) Communication network and Cybersecurity description

5) Control Drawings and schematic of equipment showing instrumentation placement

6) Floor Plans showing relative locations of HVAC equipment and new DDC controls

7) Sequences of Operations for each piece of HVAC equipment

8) Bills-of-Materials (BOM) for each sub-system

9) Mechanical Equipment (AHU’s, Pumps, Coil Pumps, Sensors, Valves, etc.)

10) Electrical Equipment (disconnects, circuit breakers, motors, transformers, etc.)

11) Details of power (include source breaker nomenclature), grounding and surge protection

12) Building Level Controller / Facility Point of Connection device (e.g., Network Application Engines, Java Application Control Engines, Echelon SmartServers, Loytec LINX, etc.)

13) Points List: Every connected analog output (AO), analog input (AI), digital output (DO), digital input (DI), pulse accumulator (PA) input and other input or output device connected to the UMCS shall represent a point

14) Example Piping Diagrams showing specific device details (coil pumps, circuit setters, valves, etc.)

15) Drawings: A sample (one system) of Instrumentation and control wiring and installation drawings, showing wire routing on floor plans including terminal numbers, wire colors/numbers, and cable designations.

A2. Specification List: Provide list of all specifications and criteria used for the system design.

A3. A report of the engineering surveys or assessments detailing any identified equipment incompatibility between the existing and new systems.

B. Group II Technical Data Package: As a minimum the Contractor shall submit:

The initial existing conditions and site survey report. The report includes testing documentation that identifies inoperable/damaged equipment that is essential for a complete and functional system (e.g. actuators, linkage, dampers, valves, local control loops, etc.) and a cost estimate to repair/replace inoperable/damaged equipment.

C. Group III Technical Data Package: As a minimum the Contractor shall submit:

Test procedures for the factory test using UFGS 25 08 10 as a technical and format requirement. The test procedures shall cover actual equipment and sequences to be utilized by the Contractor for the specific project and shall describe all tests to be performed, and other pertinent information such as specialized test equipment required, length of factory test, and location of the factory test. The procedures shall provide detailed step-by-step actions associated with expected results to demonstrate compliance with all requirements of this Task Order. Describe the methods for simulating the necessary conditions of operation to demonstrate performance of the system. The factory test procedures shall demonstrate the monitoring, equipment control, and execution of programming as required to implement the sequences of operation.

D. Group IV Technical Data Package: As a minimum the Contractor shall submit:

D1. Contractor’s Field Tests (CFT): Documentation of the field testing, test and balance report, test and balance certifications, HVAC equipment start up and commissioning, control system commissioning, setup and calibration for all the systems; record the before and after sensor data (temperatures, flows, pressures, etc.) and final offsets established to achieve required accuracies.

D2. Performance Verification Test (PVT) and Endurance Testing Procedures: The Contractor shall prepare test procedures for the PVT and endurance test in compliance with the requirements of UFGS 25 08 10, excluding all surge and overvoltage tests. The test procedures shall describe all tests to be performed, and other pertinent information such as specialized test equipment required, and length of PVT. The procedures shall provide detailed step-by-step actions associated with expected results to demonstrate compliance with all requirements of this Task Order. Test procedures shall include tests for utilities, such as sewage systems, water distribution system, power distribution system, RF system and fuel oil storage system monitoring and control where applicable. Procedures shall be based on inputs shown, calculated points, and the requirements of the sequences of operation.

D3. Operation and Maintenance (O&M) Manuals: A draft copy of the operation and maintenance manuals, as specified for the Group V Technical Data Package, shall be included with the PVT procedures for use during procedure review and site testing.

D4. Draft As-Built Drawings: A draft set of the as-built drawings shall be included with the PVT procedures for use during performance verification testing. Drawings shall include the points list and sequence of operations.

D5. Training Documentation: Lesson plans/training manuals for the operator and maintenance training phases to include a list of reference materials, as applicable.

D6. Drawings: Final Instrumentation and control wiring and installation drawings, showing wire routing on floor plans including terminal numbers, wire colors/numbers, and cable designations.

E. Group V Technical Data Package: As a minimum the Contractor shall submit:

E1. Operation and Maintenance Manuals and Test Results. Submit Operation and Maintenance Data in accordance with Specification Section 01 78 23 OPERATION AND MAINTENANCE DATA, Data Package

Final copies of the manuals shall be delivered to the Government within 30 calendar days after completion of the endurance test. The draft copy used during site testing shall be updated with any changes required prior to final delivery of the manuals. Identify each manual's contents on the cover. The manuals will include the names, addresses, and telephone numbers of each sub-Contractor installing equipment and systems, and of the nearest service representatives for each item of equipment and each system. Provide a table of contents and correlating tab sheets for the manuals. Place tab sheets at the beginning of each chapter or section and at the beginning of each appendix. After completion of the PVT and endurance test, deliver the updated, final copies with the modifications made during installation, checkout, and acceptance.

The manuals include:

Hardware Manual: The hardware manual shall provide detailed data describing equipment furnished, including:

1) General description and specifications.

2) Installation, configuration, set-up, and checkout procedures.

3) Manufacturer's repair parts list indicating sources of supply.

4) Interface definition for equipment, sub-systems, and all other automated systems sharing data with UMCS or using UMCS inputs.

Software Manual: The software manual shall describe software functions, and shall include other information necessary to enable proper loading, testing, and operation. The manual shall describe and document software provided as part of the system. Where the supplier's standard software packages are utilized, the software manual shall include complete user documentation.

1) Operator Workstation (OWS) section:

a. Definitions of terms and functions.

b. Procedures for system startup/shutdown.

c. Description of the application programs.

d. Description of required sequences using control sequence software.

e. Database format and data entry requirements.

f. File directory.

g. Report generator data format, output format, and content.

h. Alarm messages and format.

i. System access requirements.

j. Description of communications protocols, including data formats, command characters, and a sample of each type of data transfer.

k. Description of control sequence programming.

2) Field Controller section: Provide the manufacturer’s software user manuals for all DDC Hardware/Firmware Programming and Configuration Software.

Maintenance Manual: The maintenance manual shall include descriptions of maintenance for equipment including inspection, periodic preventative maintenance, fault diagnosis, and repair or replacement of defective components.

Operator's Manual: The operator's manual shall fully explain procedures and instructions for operation of the system, including:

1) OWS equipment.

2) Archive equipment.

3) Network and Data Transmission Medium.

4) System startup and shutdown procedures.

5) Alarm presentation.

6) Recovery and restart procedures.

7) Data entry.

8) Parameter schedules.

9) Use of report generator.

10) Report generator data format, output format, and content.

11) Alarm messages and format.

12) System access requirements.

13) Graphics.

Installed Software Documentation Manual: The installed software manual shall include original and backup copies of the software installed on CD ROM. The software submittal shall include all Contractor information/data required to meet Cybersecurity requirements.

E2. Performance Verification Test Results. Provide documentation of the PVT detailing test-by-test results and any deficiencies noted. Include the resolution, corrective measures taken, and the signed acceptance by the Government’s representative.

E3. Endurance Test Results. Provide documentation of the Endurance Test detailing any failures/deficiencies and system off-line conditions. Include the resolution, corrective measures taken, and the signed acceptance by the Government’s representative.

F. Group VI Technical Data Package. As a minimum the Contractor shall submit:

F1. Updated As-built drawings including all final system revisions and modifications. Copies of the updated As-built drawings shall be delivered to the Government after opposite season test and prior to final acceptance.

F2. Warranty Letter

F3. Release of Claims Letter

Attachment 1

1.0 The Contractor shall follow, as applicable to this task order, all specifications per base contract (Section J).

2.0 The following marked up and annotated specifications are included in this task order: None.

3.1 The following additional guidance(s) are included in this task order:

3.2 ASHRAE Guideline 0.2:2015

Attachment 2

1.0 Where needed, the standard installation detail drawings, included in the base contract, are a requirement of this task order. The Contractor shall submit all recommended changes to the standard installation details to the Government for approval.

2.0 The following additional drawings are a requirement of this task order: None.

3.0 The following equipment/building list is included as a part of this task order:

Attachment 3

1.0 As applicable and dictated by activities of this task order, the CDRLs in the base contract are requirements of this task order.

2.0 The following new CDRLs are a requirement of this task order:NA

Attachment 4

1.0 Special engineering services required are: None.

2.1 Government identified work: As noted in the Synopsis, this work will be prosecuted in 2 phases. In the implementation phase there is government identified work that is to be prosecuted in concert with the approved ECMs. Although identified this is still a design-build approach. As such, Contractor must develop the technical solution and submit the proposed design as part of Group I Technical Data Package. This work is identified below:

***Note to Contracting: These items need to be priced separately so as to be grouped in separate CLINS****

3.1 Planning Phase

3.2 Conduct Project Kickoff Meeting. Facilitate a preliminary kickoff meeting with the project manager, the base energy managers, and other personnel that will be involved in developing the strategy for completing the project. The following topics will be discussed during this meeting:

a. Project scope

b. Priority of buildings to be assessed

c. Phasing options

d. Obtaining documentation

e. Identifying data gaps and sources of additional data

f. Identifying staff to interview

g. Base plans for upgrades and replacements

3.3 Prepare and Submit Project Kickoff Meeting After Action Report (Deliverable). Submit minutes from the project kickoff meeting as the after action report.

3.4 Perform Documentation Review. Review existing building documentation such as: building plans and specifications, CFR documents (if available), equipment lists, TAB reports, points list from the building automation system (BAS), O&M Manuals, maintenance documentation records, utility records, etc. Primary focus is to learn the availability of documentation; to understand the building energy usages, initial basis of design, and evolution of the system integration;

and to plan for investigation phase tasks. Documentation may be limited considering the number of buildings involved as well as the age of the buildings.

3.5 Interview Energy, Building, and O&M Management. Conduct and document interviews with the facility management. Purposes of the interviews are to obtain managers’ opinions of facility issues; to learn about critical areas of operation at the facility; and to make management aware of the activities that will be conducted during the RCx process. Interviews are also intended to identify changes from the original design criteria, security issues, current facility functions, hours of operation, access requirements, protocol for obtaining site access master keys or access cards, scheduling issues, and protocol for obtaining managers’ permission to interview facility occupants.

3.6 Conduct Planning Phase Site Walk. Conduct a brief site walk-through to assess equipment and control systems.

Meet with key facilities personnel to assess control system capabilities and begin to establish testing processes.

3.7 Perform Utility Analysis and Benchmarking. Analyze historical utility data to look for annual and monthly trends.

Benchmark the building using Energy Star or CBECs to determine relative energy use intensity. The following approach will be applied:

a. Review utility data and any building level meter data using the last 24 months of available data.

b. Create a table reporting annual building level energy use and Energy Use Intensity (EUI) kBtu/sq.ft.

1) Whole building meter data shall be used to determine annual energy use and benchmark against other facilities using Energy Star or CBECS.

2) If meter data by building is not available, the building energy use will be estimated using CBECS and adjustments for building type, known occupancy hours, etc.

c. Disaggregate building level energy by end use category for typical building types

1) Categories include: fans, cooling, heating, lighting, kitchen/process, pumps, plug loads, etc.; this will not be a baseline for individual equipment such as a specific AHU.

2) Utilize CBECS and engineering estimates with additional input from field observations.

3) Apply collected nameplate and equipment information where available.

3.8 Prepare Preliminary List of Energy Conservation Measures. Summarize potential energy conservation opportunities that will be evaluated further in the Investigation Phase.

3.9 Develop Retro-Commissioning Plan (Deliverable). Review building documentation package and develop an RCx Plan summarizing the Investigation Phase activities. Prepare one master RCx Plan which includes all buildings in the project scope. Document project objectives and the planned schedule through the RCx Plan; the RCx Plan will include the following information:

a. Retro-commissioning objectives

b. Retro-commissioning process and scope

c. Retro-commissioning team members’ roles and responsibilities (USACE, Site, Vendor, and Vendor’s subcontractors)

d. Schedule of major RCx events

e. Summary of available documentation

f. Description of base, included buildings, and included systems

g. Summary of facility energy benchmarking

h. Summary of planning phase activities

i. Investigation scope and methods

1) System diagnostic monitoring plan

i. Monitoring Plan for DDC and portable logging

ii. Existing DDC points list, where available

2) System testing plans

i. Functional testing plan and sample test forms

ii. Preliminary TAB plan

iii. Envelope testing plan

j. Preliminary implementation plan

3.10 Conduct Planning Phase Scoping Meeting and Issue After Action Report (Deliverable). Project stakeholders review, discuss, and agree to the RCx plan. Scheduling and site activities will be discussed. Conduct meeting remotely using web- based presentation tools. Prepare and submit minutes from the meeting as an after action report.

4.1 Investigation Phase (Phase 1). This phase continues with the facility analysis, benchmarking, monitoring, and testing.

Limited repairs and adjustments such as disconnected damper linkages, seized dampers, and minor control programming adjustments may be made where approved by base personnel; repairs requiring hardware replacement or calibration will be recommended for implementation during the implementation phase. This phase concludes with the submission of the RCx Investigation Report which identifies energy conservation measures (ECMs) and repairs that upon implementation may reduce energy and O&M costs, improve indoor environmental quality, and improve occupant comfort.

4.2 Conduct Investigation Phase Kickoff Meeting. Facilitate an Investigation Phase kickoff meeting with the project manager, the base energy managers, and other personnel that will be involved in developing the strategy for completing the project. The following topics will be discussed during this meeting:

a. Investigation site visit schedule

b. Facility access requirements

c. Coordination of site investigation activities

d. Investigation phase deliverables

e. Investigation phase schedule

4.3 Prepare and Submit Investigation Phase Kickoff Meeting After Action Report (Deliverable). Submit minutes from the investigation phase kickoff meeting as the after action report.

4.4 Perform Detailed Site Assessment. Conduct a thorough site reconnaissance to update or create the project equipment inventory; take digital photographs; evaluate whether current conditions such as occupancy and space utilization have changed from the documentation available; check systems for conditions that affect operation of the systems such as cleanliness of coils, conditions of filters and belts, and completion of preventative maintenance actions; and perform additional occupant interviews as needed. Obtain equipment data from nameplates, assess actual system layouts, examine equipment condition, and look for visible deficiencies. Review existing HVAC equipment maintenance and service contracts to determine recommendations for improvements or additional services to incorporate.

4.5 Execute Monitoring Plan. Conduct diagnostic monitoring based on the monitoring plan included in the RCx Plan.

Assume the majority of the data monitoring will be accomplished through existing automation systems with supplemental independent data loggers used only where required. Work with base personnel and through the existing relationship between the base and the BAS contractor (if available) to set up trends through existing automation systems. All buildings are connected to the Energy Management Control System (EMCS) and the contractor will be allowed access to all available data.

Utilize independent data loggers to capture trend data for systems that cannot be trended through existing automation systems. Provide all loggers and sensors. Install non-electrical sensors and loggers; current transducers (CTs) for monitoring electrical current may be installed and removed by base personnel as needed.

Collect two weeks of data for independent and automation system trends. The following assumptions apply for data monitoring:

a. Perform monitoring for major equipment including large AHUs, central pumps, chillers, boilers, and a sample of zone level equipment.

b. Monitor electrical consumption at select equipment primarily with the use of current transducers measuring amps. Conduct power monitoring where deemed necessary for significant equipment.

4.6 Execute Functional Testing Plan. Perform functional testing based on the functional testing plan included in the RCx Plan. Prepare detailed test forms tailored specifically to the installed equipment and systems to evaluate the HVAC system control and operation. Apply a sampling methodology for functional testing as needed based on the outcome of the Planning Phase Site Walk. Summarize functional testing results in the Project Issues Log to be included in the RCx Investigation Report. The following assumptions apply for functional testing:

a. Perform functional testing of major equipment per RCx plan including observations of sensor readings, damper/valve movement, on/off, and fan/pump/chiller control.

b. Perform limited testing using a sampling methodology for small locally controlled equipment.

c. Do not perform testing for equipment in or above critical zones or systems that are serving critical zones.

d. Coordinate schedules and testing constraints with base personnel.

4.7 Analyze Investigation Phase Monitoring and Testing Data. Analyze monitoring data, functional testing results, TAB findings, and envelope testing results.

4.8 Develop Project Issues Log. Compile observed issues from site observations, facility operator interviews, facility occupants, data monitoring, functional testing, TAB (from test only recommendation), and envelope testing (from thermographic testing recommendations). Detail building number, equipment identification tag, description of observed issue, and recommended repair action.

4.9 Finalize and Submit the List of Recommended Energy Conservation Measures and Repairs (Deliverable). Update Preliminary List of Energy Conservation Measures using results from Investigation Phase activities. Summarize the list of recommended repairs identified through the Project Issues Log. Categorize ECMs and repairs as follows:

a. Category A: Minor repairs (i.e., broken ancillary devices, calibrating sensors, damper operation, programming control sequences, with a cost limit of $2K per event)

b. Category B: ECMs and major repairs (i.e., installing new equipment, minor controls upgrades, TAB, envelope improvements, sub-metering, with a cost range of $2K to $75K per event)

c. Category C: ECMs and repairs that are extensive and beyond the scope of a typical RCx project. This includes but is not limited to the following types of projects:

1) Central HVAC system replacements

2) Central plant replacements

Submit categorized list of recommended ECMs and repairs.

4.10 Conduct ECM and Repair Selection Meeting and Issue After Action Report (Deliverable). Project stakeholders review, discuss, and select the ECMs and Repairs for inclusion in the Investigation Report. Agree on recommended categorization. Conduct meeting remotely using web-based presentation tools. Prepare and submit minutes from the meeting as an after action report.

4.11 Prepare Energy Savings Estimates and Economic Evaluation for Selected ECMs. Calculate estimated energy savings for selected ECMs using Microsoft Excel spreadsheets and equipment specific calculations. Develop cost estimates and/or contractor quotes as appropriate. Prepare an economic evaluation using energy savings and costs in the desired format (simple payback, life cycle cost analysis, ROI, etc.). The following assumptions apply for the energy savings estimates and economic evaluation:

a. Estimate savings for recommendations that have significant energy impacts including schedule changes, outside air damper operation, and key setpoint/control changes.

b. Do not prepare detailed calculations for individual pieces of equipment.

c. Prepare ECM economic evaluation for Category A and B ECMs.

d. Identify applicable utility rebate opportunities and incorporate in cost estimates where straightforward

(primarily prescriptive rebates).

4.12 Prepare Documentation for Selected Repairs. Develop cost estimates for selected Category A and B repairs.

4.13 Prepare Implementation Descriptions for Selected ECMs and Repairs. Prepare implementation documentation for Category A and B ECMs and Repairs as follows:

a. Prepare descriptions of proposed changes including anticipated hardware and control points required.

b. Provide control sequences where appropriate.

c. Preliminary development of design drawings may be required.

4.14 Prepare and Submit RCx Investigation Report (Deliverable). Prepare and submit the RCx Investigation Report for acceptance. Include the following information:

a. Description of facility and equipment data

b. Evaluation of the equipment and automation system

c. Historical energy use analysis

d. Field testing summary and list of issues

1) Diagnostic monitoring results

2) Functional testing results

3) TAB (test air side only, not full balance) and provide recommendations.

4) Envelope testing: Provide thermographic scan of envelope of each elevation with recommendations for further blower door testing, as needed

e. Selected Category A and B ECM descriptions and economic analysis

f. Selected Category A and B repair descriptions and estimated implementation costs

g. Implementation action plan

h. Includes the following detailed attachments:

1) Equipment lists

2) Project Issues Log

3) Completed test forms

4) Completed TAB test data report

5) Completed Envelope testing report from thermographic scans

6) Supporting cost and energy savings estimate data

4.15 Conduct Investigation Phase Scoping Meeting and Issue After Action Report (Deliverable). Project stakeholders review, discuss, and agree to the recommendations presented in the RCx Investigation Report. Discuss Phase 2 implementation scheduling and site activities for selected Category A and B ECMs and repairs. Conduct meeting remotely using web-based presentation tools. Prepare and submit minutes from the meeting as an after action report.

5.1 Implementation Phase (Phase 2). The objective of the Implementation Phase is to implement and verify selected Category A and B ECMs and repairs recommended in the RCx Investigation Phase report.

5.2 Submit TDP-1 for Implementation of ECM and Repair Projects (Deliverable). Prepare a more detailed scope of work and tasks for selected Category A and B ECMs and Repairs which require design documentation. Develop control schematics, sequences, and design drawings. Do not include in the TDP-1, repairs and ECMs where like-for-like component replacement will be executed; submit cut sheets for approval prior to procurement and installation. Do not include Category C ECMs and Repairs that are extensive and beyond the scope of a typical RCx project. This includes but is not limited to the following types of projects:

a. Central HVAC system replacements

b. Central plant replacements

5.3 Conduct TDP-1 Scoping Meeting and Issue After Action Report (Deliverable). Project stakeholders review, discuss, and agree to the recommendations presented in the TDP-1 submittal. Conduct remotely using web-based presentation tools. Prepare and submit minutes from the meeting as an after action report.

5.4 Submit Implementation Phase Project Schedule (Deliverable). Submit an event driven implementation project schedule indicating tasks to be performed by the Government and the anticipated deliverable submittal dates and milestones.

5.5 Conduct Implementation Kick off Meeting. Facilitate an implementation phase kickoff meeting with the project manager, the base energy managers, the implementation contractors, and other personnel that will be involved in developing the strategy for completing the project. The following topics will be discussed during this meeting:

a. Implementation schedule

b. Facility access requirements

c. Coordination of implementation activities

d. Implementation phase deliverables

e. Implementation phase schedule

5.6 Prepare and Submit Implementation Phase Kickoff Meeting After Action Report (Deliverable). Submit minutes from the investigation phase kickoff meeting as the after action report.

5.7 Implement Selected Category A and B ECMs and Repairs. Perform the following tasks during implementation:

a. Prepare contractor submittals and technical data packages per project requirements.

b. Conduct on-site kick-off meeting with project stakeholders to assure that the work scope (and any changes) are clear and understood.

c. Manage implementation phase to control costs, maintain the project schedule, and verify completion.

d. Oversee on-site activities to assure work is safely and competently performed.

5.8 Create and Execute Verification Plan. Verify implementation of selected Category A and B ECMs and repairs using the following steps:

a. Prepare plan outlining verification procedures for selected Category A and B ECMs and repairs.

b. Test equipment and perform trending (as outlined in plan) to confirm the affected equipment is operating correctly.

c. Fine-tune operating parameters to maximize energy savings and occupant comfort.

5.9 Update Savings and Prepare Implementation Report (Deliverable). Include updated energy savings estimates and Implementation as a section in the Final RCx Report.

a. Revise energy savings calculations, as necessary.

b. Document final M&V testing and trending.

c. Summarize next steps for Turnover and Persistence.

5.10 Conduct Post-Implementation Scoping Meeting and Issue After Action Report (Deliverable). Project stakeholders review, discuss, and agree to the information presented in the Implementation Report. Conduct meeting remotely using web-based presentation tools. Minutes from the meeting will be prepared and submitted as an after action report.

5.11 Prepare Operations and Maintenance Documentation for Implemented Repairs and ECMs (Deliverable). Include O&M documentation as a section in the Final RCx Report for the implemented repairs and ECMs. Include steps to add to the existing preventative maintenance program.

5.12 Develop and Execute Training for Implemented Repairs and ECMs (Deliverable). Training for implemented repairs and ECMs will be developed and executed as follows:

a. Develop a training plan and recommendations for appropriate building staff to attend training in general O&M concepts and for specific equipment and systems affected by the implementation. This may include both building operators and facility managers or owners.

b. Conduct overall system level training of maintenance staff to communicate the design intent, theory of system operation, the function of individual components in the systems, and intersystem functional operations.

5.13 Submit Training After Action Report (Deliverable). Provide the list of attendees, summarize training observations and document feedback in the after action report.

5.14 Prepare and Submit Final RCx Report (Deliverable). After completing the Implementation Phase activities, the Final RCx Report will be prepared and submitted for acceptance. The report will be a compilation of other project reports and will include the following information:

a. RCx Plan

b. RCx Investigation Report

c. TDP-1

d. Cut sheets for like-for-like component replacement completed during the implementation phase

e. Implementation Report

f. O&M Documentation

g. O&M Training Material

5.15 Conduct Final Project Meeting and Issue After Action Report (Deliverable). Project stakeholders review, discuss, and agree to the information presented in the Final RCx Report. This meeting will be conducted remotely using web-based presentation tools. Minutes from the meeting will be prepared and submitted as an after action report.

Attachment 5 Performance Requirements Summary (PRS)

1.1 Performance Requirements Summary (PRS): Contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success. All performance objectives listed in the table may not apply to the specific project being performed.

Performance Objective

PWS Ref Level (plus all other applicable areas)

Acceptable Performance Level (Standard)

Performance Threshold

1. Zero reportable safety incidents

Paragraph 11

In accordance with EM 385-1-1 and all applicable OSHA regulations

Zero reportable incidents

2. Complete Performance Verification Test (PVT)

Paragraph 9 and Attachment 7

In accordance with PWS requirements and applicable UFGS

First-time pass without significant punch-list items

3. Preparation and submittal of all applicable technical deliverables

Paragraph 13

In accordance with applicable UFGS, UFCs, and PWS requirements

On time delivery within Project Schedule and “A” or “B” grade in

RMS

4. Submittal of security engineering and cybersecurity documentation

Paragraph 2.22 – 2.24, Attachment 6

Meets requirements established in PWS

Minimal defects

5. Adherence to accepted project schedule

Paragraph 8 Within established contract period of performance

No more than 2 percent variance from critical path

6. Preparation and submittal of all non-technical deliverables to include contract compliance documentation

Paragraph 13

In accordance with contract deliverable table in PWS

Meet all contract reporting requirements

1.2 Types of Surveillance to select from:

1.2.1 Random Sampling: Appropriate for frequently recurring tasks. Evaluate randomly selected samples of the lot to determine the acceptability of the entire lot.

1.2.2 100 Percent Inspection: Appropriate for tasks that occur infrequently. Inspect and evaluate performance each time task is performed

1.2.3 Periodic Surveillance: Evaluation of samples selected on other than 100% or statistically random basis (52.246-4), i.e. monthly, quarterly, semi-annually etc.

1.2.4 Customer Feedback: A method carried out by soliciting customer/end user satisfaction of technical services performed by the Contractor.

1.2 Incentives: If contractor performance meets or exceeds contractual requirements.

1.2.1 Positive Past Performance evaluation rating within the Contractor Performance Assessment Reporting System

(CPARS).

1.2.2 Favorable consideration for continued service through contract option exercise (if applicable).

1.3 Consequences: Potential Government remedies for not meeting performance thresholds on a firm fixed price task order:

1.3.1 Government increasing the surveillance method that is stated in the QASP.

1.3.2 Possible Termination for Default.

1.3.3 Negative Past Performance evaluation rating within the Contractor Performance Assessment Reporting System

(CPARS).

1.3.4 Unfavorable consideration for continued service through not exercising the next contract option(s) (if applicable).

1.3.5 Government remedies identified in the services and/or construction clauses identified in the contract.

Attachment 6 Cybersecurity Requirements

(Included here for reference only – not expected to be required with retro-commissioning work)

1.0 General: This attachment provides Cybersecurity requirements for this PWS. The contractor shall describe in their proposal how they plan to meet the cybersecurity requirements for this task order. Cybersecurity will be placed on the agenda of the post award orientation meeting for discussion and clarification upon Contractor’s request.

2.0 Completion and Government Approval of the System Security Plan (SSP): IAW DoDI 8510.01 Risk Management Framework (RMF) all DoD Information Systems (IS) and Platform Information Technology (PIT) systems are required to obtain an Authority to Operate (ATO) via the RMF process. The DISA Enterprise Mission Assurance Support Service (eMASS) is the tool used for producing and submitting a System Security Plan that meets the requirements of RMF, in order to obtain an ATO. The contractor shall assist the government as necessary with providing input for the Enterprise Mission Assurance Support Service (eMASS). The categorization of the confidentiality, integrity, and availability has to be agreed upon by the CEHNC and installation in writing (a memorandum or digitally signed email will suffice). The contractor shall participate in categorization discussions with CEHNC and the installation as requested. All systems shall consider their Confidentiality-Integrity-Availability for the SSP to be low-low-low unless otherwise notified in writing (Hospital UMCSs/EMCSs and Supervisory Control and Data Acquisition (SCADA) are life safety and considered low-medium-high unless otherwise notified in writing). The overlay for the Industrial Control Systems (ICSs) shall be used as appropriate for the system.

3.0 Completion and Government Approval of Artifacts Required from the SSP and Other Required Cybersecurity…