03_Att_2_PED_Scope_of_Services_10.02.26.pdf

Sourcing Event ID 11697 1 of 36 October 02, 2026 PWP-690 (1-26); Attachment 2 Scope of Services

ATTACHMENT 2

Scope of Services

Overview

This Scope of Services describes the work required for two separate Pre-Construction Engineering and Design (“PED”) contracts supporting the Port’s Waterfront Resilience Program (“WRP”): one contract for the Northern Waterfront and one contract for the Southern Waterfront. The selected consultant for the Northern Waterfront contract will be referred to as the “PED Consultant – N,” the selected consultant for the Southern Waterfront contract will be referred to as the “PED Consultant – S,” and both will be referred to collectively as the “PED Consultants.”

Contents Definitions Acronyms and Abbreviations

1. Background

DESCRIPTION OF TASKS

1. TASK ORDERS

2. MANAGEMENT & COORDINATION SERVICES

3. PLAN DEVELOPMENT PHASE

3.1 Data Collection (Plan Area)

3.1.1 Compile and Evaluate Existing Data

3.1.2 Perform Recommended Data Collection

3.1.3 Compile and Interpret Data

3.1.4 Pilot Programs (Optional)

3.2 Existing and Future Conditions, Vision, Principles, & Infrastructure Program Requirements

3.3 Design Framework

3.4 Implementation Plan and Early Resilience Action (ERA) Identification

3.5 Conceptual Design (Plan or Segment)

4. PROJECT DEVELOPMENT PHASE

4.1 Conceptual Design (Project)

4.2 Detailed Design

4.3 Design Support During Bid, Construction & Closeout

Attachment A – Standard WRP Process for Design and Construction A.1 Services A.2 Milestones and Requirements

Conceptual Design 35% Design Milestone 65% Design Milestone 95% Design Milestone 100% Design Milestone Design Support During Construction Bid/Award Design Support during Construction & Closeout

Attachment B – Northern Waterfront Area B.1 Geography B.2 Assumptions B.3 Considerations

Attachment C – Southern Waterfront Area

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C.1 Geography:

Attachment D – Downtown Coastal Resilience Project

D.1 Project Description D.2 Scope of Services D.3 Project Cost and Schedule

Attachment E – USACE Technical Publications and References

Definitions

• Preconstruction Engineering and Design (PED) – USACE defined design and delivery phase that advances the Recommended Plan identified in the San Francisco Waterfront Coastal Flood Study Final Integrated Feasibility Report and Environmental Impact Statement to construction. In the context of these contracts PED is used to mean all services required for management, data collection, plan development and project development within the defined geographic limits of each contract.

• Recommended Plan – USACE proposed plan for adapting the waterfront to sea level rise and coastal flooding included in the San Francisco Waterfront Coastal Flood Study Final Integrated Feasibility Report and Environmental Impact Statement, expected public release in mid-2026

• Plan area – Geographic extent of each Preconstruction Engineering and Design contract – Northern Waterfront or Southern Waterfront. Includes neighborhoods and watersheds adjacent to the waterfront which are important for consideration of transportation, utility and urban design considerations. Largest geographic scale referred to in this

RFP.

• Plan development – The pre-design process that includes defining vision, principles, infrastructure program requirements, implementation, design framework, and conceptual design at a geographic scale larger than an individual project.

• Flood Study – San Francisco Waterfront Coastal Flood Study Final Integrated Feasibility Report and Environmental Impact Statement

• Early Resilience Action (ERA) – Potential areas to begin design and construction of the Recommended Plan at project scale.

• Project – Discrete action with independent utility to improve or alter a segment or facility along the waterfront.

Projects are expected to be taken through detailed design and into construction. A project may be an Early Resilience Action or another action outside of the USACE Recommended Plan.

• Project area – Specific location of a singular project within the plan area at which design and/or construction activities are advanced, from conceptual design through construction close-out. Smallest geographic scale referred to in this RFP.

• Project development – The design through construction process that starts with conceptual design within a distinct project area.

• Segment – Waterfront extent that is smaller than the plan area but larger than an individual project area. There may be a decision during the Plan Development Phase to focus on a segment of waterfront as opposed to the full plan area.

Acronyms and Abbreviations

BCDC DRB Bay Conservation and Development Commission Design Review Board BCDC ECRB Bay Conservation and Development Commission Engineering Criteria Review Board DDR Design Documentation Report Draft Report Draft Integrated Feasibility Report and Environmental Impact Statement

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EDR Engineering Documentation Report ERA Early Resilience Action Final Report Final Integrated Feasibility Report and Environmental Impact Statement Flood Study San Francisco Waterfront Coastal Flood Study HTRW Hazardous, Toxic, and Radioactive Waste ORCP Office of Resilience and Capital Planning PAC Program Advisory Services Consultant PED Preconstruction Engineering and Design PED Consultants Preconstruction Engineering and Design Consultants PED Consultant – N Preconstruction Engineering and Design Consultant – Northern Waterfront PED Consultant – S Preconstruction Engineering and Design Consultant – Southern Waterfront PMP Project Management Plan Port Port of San Francisco SFFD San Francisco Fire Department SFMTA San Francisco Municipal Transportation Agency SFPW San Francisco Public Works SF Planning San Francisco Planning Department SFPUC San Francisco Public Utility Commission USACE U.S. Army Corps of Engineers WRP Waterfront Resilience Program

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1. Background

The Port has partnered with US Army Corps of Engineers (“USACE”) on the Flood Study, a general investigation of flood risks to the Port’s entire 7.5-mile jurisdiction. The Flood Study is a planning-level feasibility study that analyzes coastal flood risk from 2040 through 2140, identifies and evaluates adaptation strategies, with robust public engagement to inform the development of the Recommended Plan. The Recommended Plan includes a set of initial actions and a Monitoring and Adaptation Plan for future actions.

The Port and USACE are working to complete the Flood Study and publish the Final Integrated Feasibility Report and Environmental Impact Statement (“Final Report”) and Recommended Plan. The Final Report will include a preliminary Implementation Strategy that describes how the plan can be built in phases as funding becomes available over time and identifying potential Early Resilience Actions (“ERAs”).

After developing the Recommended Plan, the next step is to advance the project design. This phase in the USACE process is known as Preconstruction Engineering and Design (“PED”). During PED, the project team will refine the Implementation Strategy building on additional engineering investigation, analysis, and public feedback to create a phased Implementation Plan and identify ERAs.

2. Scope of Services

These contracts will further develop the Recommended Plan through PED and advance specific projects through design and construction. The Scope of Services describes the services required to inform the conceptual and detailed designs for the Recommended Plan, including the following key considerations:

• What are the infrastructure program requirements for major City infrastructure systems in the geographic areas (e.g. utilities, stormwater, transportation) over what time horizon?

• What is the City’s vision for the future waterfront, and how should that vision inform preliminary infrastructure and public realm design for the future waterfront conditions after the implementation of the Recommended Plan, including design of the transportation network and supporting facilities, public realm, parks, and open space, stormwater and utility infrastructure, and connections to adjacent neighborhoods and developments and Port facilities?

• What future leasing, development, and maritime opportunities should drive decisions about the principles and infrastructure program requirements for the areas? What are the implications for Port infrastructure and historic districts?

• How should the project be phased and implemented over time? Where should construction start? Are there any dependencies or efficiencies that can be obtained to reduce costs and impact on the public?

• How can the project partners sequence construction activities to minimize impacts on waterfront users and tenants, including construction of various segments of the Recommended Plan as well as other public capital and private construction projects (e.g. transportation or utility improvements or public-private development projects)? How can underground work best be coordinated with surface level improvements and phasing of implementation? What are potential construction mitigation strategies?

2.1. Contract Structure

For purposes of these contracts, the 7.5-mile Port of San Francisco Waterfront has been divided into two geographic plan areas for two separate PED services contracts. The Northern Waterfront and Southern Waterfront PED contracts will be evaluated and awarded as separate contracts. The selected consultants for

Sourcing Event ID 11697 5 of 36 October 02, 2026 the Northern and Southern Waterfront PED contracts will be known as the “PED Consultant – N” and the “PED Consultant – S”, respectively, and collectively as the “PED Consultants.”

2.2. Plan Development and Project Development Phases

For each plan area, the Port has identified a Plan Development phase and a Project Development phase. The Plan Development phase includes development of existing conditions, vision, principles, infrastructure program requirements, implementation strategy, identification of ERAs, design framework, and Conceptual design at a plan- or segment-level scale.

The Project Development phase will advance specific projects from Conceptual Design through final design, construction and closeout. There are expected to be multiple projects with their own individual Project Development schedules which may be parallel or sequential with the Plan Development phase. Some projects may be classified as ERAs. This scope assumes a design, bid, build delivery method. The Port may choose other delivery methods and seek support from the PED consultants in their implementation.

ERAs are areas from the Recommended Plan that are or will be identified as areas for early implementation – generally consistent with areas of highest near-term flood risk. The Downtown Coastal Resilience Project has already been identified as an ERA. Other ERAs will be identified through this Scope of Services. Specific information for the geographic areas and Downtown Coastal Resilience Project ERA is summarized in Attachments B through D.

For each of the contracts resulting from this solicitation, the Port requires the following PED services:

• Plan Development o Review of existing data and identification of gaps o Data collection to fill gaps and interpretation o Defining relevant existing conditions, waterfront vision, design principles and infrastructure program requirements o Developing the design framework o Defining the implementation plan and identifying ERAs

Sourcing Event ID 11697 6 of 36 October 02, 2026 o Developing concept design of the plan area or segment

• Project Development o Concept design of project area o Detailed design o Bid and construction support of projects to be identified

Work will be assigned on a Task Order basis. Prior to the commencement of work, the PED Consultants must develop and submit for Port approval an overall Project Management Plan (“PMP”) detailing how the work will be accomplished, including all main scope, schedule, and budget assumptions. Once the PMP is approved, the PED Consultants will submit Task Order proposals for upcoming work that include detailed scope, staffing assignments, level of effort, hourly rates, expenses, overall budget, and schedule to complete that portion of the work. The Task Order shall also include a comparison with the PMP assumptions for that portion of the work. Work may not commence until a Task Order is approved. The Port reserves the right not to pay for any charges that were not approved in the Task Order budget.

Standard Conceptual Design through Construction steps for WRP Project Development are included in Attachment A, for design, bid, and build projects. Projects may be advanced through other delivery methods, in which case the Port and PAC will develop a framework for this delivery. Each Project within the Contract is expected to advance according to these steps, which include standard milestones, review periods, and decision points for the Port. Deliverables are also intended to be compliant with USACE PED processes to maximize the potential for future in-kind credit based upon an integral determination finding. Expertise within the Program Advisory Services contract (“PAC”) will guide the integration of deliverables with USACE processes. Key USACE PED reports such as Design Documentation Report (“DDR”) and Engineering Documentation Report (“EDR”), shall be developed as appropriate. DDRs are not finalized until after plans, specifications and construction are complete, therefore final DDRs are required only for ERAs that advance through construction as specified by USACE Engineering Regulation ER 1110-2-1150. EDRs shall be advanced as needed to document the technical basis for minor design changes from the Recommended Plan. PMPs shall be developed based on the Port’s project development steps and include any unique steps and milestones that may be beneficial to successful completion based on the PED Consultants’ experience.

The structure and timeline of tasks within the PED Consultant - N and PED Consultant - S contracts are assumed to generally follow the outline shown below.

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DESCRIPTION OF TASKS

The following is a brief description of the task structure anticipated in each contract.

1. TASK ORDERS

This Contract will be administered on a Task Order basis. Prior to the start of work on the Contract, the Port will establish a Contract Scope & Budget Forecast that includes basic task descriptions, budgets, and projected expenditure over the Contract term. Task Orders will be initiated by the Port using a task order request form.

In response, Consultant shall prepare and submit a detailed Task Order Proposal to the Port for review and approval. Task Orders will typically be issued for Time & Materials with a Not to Exceed Amount. Task Order Proposals shall include detailed description of scope, assumptions, schedule, staff names with roles, and budget with labor and expense estimates by work detail. Work shall not begin until the Port and Consultant formally accept the task order and the Port issues a notice to proceed. As contract work is executed, the Port will update the Contract Scope & Budget Forecast to reflect approved task orders and modify the forecast for future contract work. Port decisions to request, approve, and modify Task Orders will consider the overall Contract Scope & Budget Forecast.

2. MANAGEMENT & COORDINATION SERVICES

The WRP will be administered by the Port with support from the PAC as well as the PED Consultants. Port, PAC, and PED Consultant staff will form the WRP Program Team. Port staff will retain overall responsibility for the WRP, and all work will be executed under the direction of the Port Executive Leadership, Port WRP Program Director, and Port staff, in coordination with other City agencies.

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Under this task, the PED Consultant shall provide specialized services to assist the Port to further develop, manage, and administer the WRP to achieve exceptional outcomes for the Port and City. Management services are intended to ensure the appropriate alignment, coordination, and support throughout the contract:

• Startup – the PED Consultant is expected to fully mobilize the team within one month of the Notice to Proceed (“NTP”) and complete the project management plan within three months of the NTP. The PMP will outline the approach to achieving key outcomes and define a baseline schedule that feeds into the programmatic schedule managed by the PAC. Key staff shall be onsite with a minimum of fifty percent (50%) working hours during the startup period. During this period (3 months), the Port may request replacement of PED Consultant staff and subconsultants that do not meet the Port’s requirements or expectations.

• Management, Administration & Delivery Support – the PED Consultant is expected to include resources to fulfill the following roles throughout all tasks outlined in subsequent sections:

o Task Management: Management and coordination of highly technical waterfront preconstruction design and engineering efforts with multiple stakeholders and an active community. The Task Manager will be responsible for Individual Task Order proposals that describe in detail the scope, schedule, staff, labor, and expenses to accomplish specific tasks.

Upon task order approval, the Task Manager will be responsible for tracking scope, schedule, and budget, providing regular updates, and early identification of deviations to the Port. The Task Manager will ensure meetings and workshops are coordinated in advance and documented.

o Quality Assurance / Quality Control: Developing a formal QA/QC process that meets programmatic standards and guidance to be determined by the Port and PAC team, following the process, and submitting documentation with each formal Task Order Proposal.

o Accounting & Reporting: Production of cost, schedule, risk, status reporting in a format to be determined by the program. The Port anticipates that components of the work under these contracts may be performed as work-in-kind for future credit through the USACE. As such, documentation and reporting of creditable activities and deliverables shall follow the process and procedures established by the Port and PAC leads.

3. PLAN DEVELOPMENT PHASE

The Plan Development Phase will build on previous work to advance the level of definition for the USACE Recommended Plan. This phase of work involves data review and gap analysis, data collection, defining existing conditions, vision, principles, and infrastructure program requirements across multiple subject areas, developing an implementation plan including identification of ERAs, and developing a plan area-wide design framework for each plan area; and possible Conceptual Design for plan segments. The Plan Development Phase will result in an initial DDR that documents significant project assumptions and implementation decisions to be utilized in future design efforts. The tasks within the Plan Development Phase include decision stage gates so that decision-makers can decide at each stage gate whether to progress to the next stage and whether to move ahead in smaller geographic segments or directly to projects. For the purposes of this RFP, proposers should assume that conceptual design will proceed for smaller geographic areas rather than for the full Northern or Southern Waterfront plan areas.

This phase is expected to require task management and subject matter expertise to complete the work as outlined. Additionally, PED Consultants’ services will be required to provide ongoing plan development information to programmatic support functions including program controls, stakeholder engagement, funding, Sourcing Event ID 11697 9 of 36 October 02, 2026 environmental and regulatory, real estate, and workforce development teams managed under the separate PAC contract.

3.1 Data Collection (Plan Area)

The Plan Development and Project Development Phases will both be informed by data collection and exploration efforts, as required. These efforts are expected to be concurrent with other activities and assumed to cover the topics and progression outlined below. Significant data collection was completed for the Northern Waterfront geography as part of prior WRP efforts; therefore, data collection requirements for the Northern and Southern Waterfront will differ. Data collection efforts shall be tailored to provide appropriate information for current and future steps, in coordination with the Port and PAC. Long lead items must be identified early and incorporated into the workplan.

3.1.1 Compile and Evaluate Existing Data

Assess the content and quality of existing data to inform infrastructure program requirements and concept designs. Based upon review of project objectives and existing data, the PED Consultant shall make recommendations for the investigation program and include documentation of the rationale for the recommendation. Documentation shall include an explanation of risks mitigated and a thorough description of the scope, schedule, and anticipated budget for each data collection effort.

3.1.2 Perform Recommended Data Collection

Collection of new data is expected to include, but is not limited to the following:

• Topographic, bathymetric, utility location and other survey types (e.g. transportation, public realm)

• Geotechnical exploration

• Nearshore meteorological and oceanographic condition monitoring such as significant wave height

• Groundwater monitoring

• Hazardous Toxic Radioactive Waste (“HTRW”)

• Transportation trip and vehicular counts

• Compiling and mapping land use, maritime, and urban design conditions

• Space utilization assessment such as a Public Life Survey

PED Consultant services to support data collection shall include:

• Management and execution of Data Collection Tasks, Tools, and Subcontracts under this RFP – manage and execute the day-to-day operations, with support from the Port project manager for stakeholder coordination.

• Ensure that data is collected in accordance with WRP standards and formats for data collection and later management through the digital tools established by the Port and PAC team.

• Permitting – prepare, submit and manage the permit process in coordination with Port and PAC staff.

• Safety – ensure all safety protocols are followed for the benefit of jobsite personnel and the public, in coordination with Port and program occupational safety staff as necessary.

3.1.3 Compile and Interpret Data

Using a combination of existing data and newly collected data, the PED Consultant shall compile the following to support the plan development tasks as necessary.

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• AutoCAD Basemap or other digital tool selected by the WRP with elevation contours, surface, and subsurface features

• Summary and Interpretive Reports for survey, monitoring, and exploration data

• System for managing and searching digital data organized and collected in a format to be recommended by the WRP

• Phase 1 or Phase 2 Environmental Site Assessment reports

3.1.4 Pilot Programs (Optional)

As defined by the Port through an approved Task Order, the PED Consultant shall develop and execute pilot programs to collect and analyze data to help inform design and construction of the Recommended Plan and ERAs, as directed by the Port and PAC team.

3.2 Existing and Future Conditions, Vision, Principles, & Infrastructure Program Requirements

The PED Consultant shall develop existing conditions, vision, high-level principles, and infrastructure program that are foundational for advancing work for the plan area level, tiering off program-wide principles and program requirements work developed by the Port and PAC. This task includes performing dedicated efforts to identify existing conditions and requirements in the following subject areas to set the overall programming for the waterfront, assuming a design period through 2100. The requirements for each subject area shall be documented through maps, diagrams, technical memoranda, and summary slide decks. Specific reference information and topics of interest within each subject area are provided in Attachment B for the Northern Waterfront and Attachment C for the Southern Waterfront.

• Plan Area Vision and Principles – Express key public values such as character, access, space utilization, maritime use, connectivity, adaptation, and resilience. The vision and principles will guide prioritization, decision-making, and design choices in future phases. The vision and principles should express key public values as they relate to the character of the Plan Area (for example, principles about visual access to the water, how public space should be used and activated, access to maritime uses, neighborhood connections, transportation integration with open space changes, etc.) and add adaptation and resilience-specific principles as needed. Vision and principles may be expressed verbally and visually.

• Real Estate, Development, and Maritime – Compile and organize land use, ownership, and tenanting information that will inform the need for future transportation and utility demands scenarios based on the Waterfront Plan land use program, Port strategic planning of pier rehabilitation and development, maritime terminals, berthing, and business lines, and adjacent development opportunities.

Additionally, identify tenant needs during construction, rights of entry, acquisitions, easements, and construction staging/laydown space required for construction of the Recommended Plan as further described in Appendix F, Real Estate Plan of the Flood Study.

• Transportation Program – Document existing mobility system configuration and capacity and describe multi-modal transportation goals and system components based on projected land use, economic growth projections, future network conditions, urban mobility trends, and modal priorities.

For the Northern Waterfront, assume transportation analysis and development of the preferred transportation program will be led by SFMTA and its consultants through the Embarcadero Connectivity Plan and additional work by the PED Consultant – N under the direction of SFMTA and the Port, to set the preferred transportation program for the Northern Waterfront. The PED Consultant - N should include expertise to advance concepts from the Embarcadero Connectivity Plan through

Sourcing Event ID 11697 11 of 36 October 02, 2026 concept design, integrated with overall plan development.

In the Southern Waterfront, the PED Consultant – S should assume the need to define the transportation program, including modifications and adaptation of creek bridges, surrounding streets and intersections, and transportation facilities relating to the proposed flood defenses, and analysis of multi-modal needs including freight rail, under direction from SFMTA and the Port.

• Utility and Interior Drainage Program – Document existing utility system configurations and capacity and generate planning level utility composite plan and typical sections for both existing and future conditions to inform relocation scope and implementation planning. Work with utility owners to set major utility goals and objectives based on analysis of current and future demands, as well as anticipated repair and replacement cycles. A waterfront wide, high-level infrastructure plan for the interior drainage system, including the combined sewer and separate sewer systems, will be advanced through PAC contract.

The PED Consultants will incorporate waterfront-wide interior drainage requirements into the plan area. PED Consultants will be responsible for advancing a high-level infrastructure plan for all other utilities, including electrical, water, gas, communications, and the Emergency Fire Water System, in conformance with City and Program standards

The program may include opportunities outside of the plan area, such as green infrastructure that will influence systems within the plan area. The PED Consultant may participate in a process with the Port, SFPW, SFPUC, SFFD and the PAC, to develop Program procedures based on the San Francisco Subdivision Code and Subdivision Regulations to minimize and support timely interagency review of needed design exceptions and to ensure timely interagency acceptance of infrastructure for maintenance and liability.

• Engineering with Nature – Continue to develop design details and best practices for natural and nature-based features (NNBFs) within the Recommended Plan. This will include identifying spatial requirements and constraints to maximize habitat value relative to the range of water levels, including operations and maintenance considerations. Develop NNBFs for stormwater management strategies and the interior drainage program utilizing guidance from the Port, SFPUC, SFPW, and PAC.

• Hazardous Waste and Contaminated Sites – Following the program wide approach and data management established by the Port and PAC, document existing Phase 1 and 2 environmental site investigations from known sites along the Flood Study area identified in local, regional and state databases such as Geotracker, Envirostor, SFDPH, and Port files, etc. Support the PAC to identify gaps in HTRW information along the Flood Study area, including offshore areas that are part of the DCRP project footprint. Include maps and figures to convey the spatial extent and depth of contamination.

The PED Consultant shall develop strategies with regulatory agencies to address site contamination in a manner that will facilitate implementation of the Recommended Plan, consistent with USACE regulations, governing law and regulatory agency orders. These strategies are expected to include land and nearshore areas, consideration of groundwater effects on contaminants, timeframes and sequencing from existing condition to project ready site.

• Historic Preservation – In consultation with the California State Historic Preservation Officer (“SHPO”) or their designee, USACE, and the National Historic Preservation Act Section 106 consulting parties under a programmatic agreement between SHPO and USACE, support as-needed the Port and PAC

Sourcing Event ID 11697 12 of 36 October 02, 2026 team in developing program requirements for modification and preservation of historic properties, piers, and wharves.

• Urban Design and Public Realm – Identify urban design and public space opportunities, challenges, and program requirements. Create guidelines to ensure high-quality public realm, open space and activation that enhance the waterfront character and experience while connecting to adjacent neighborhoods, including building adaptation and elevation and connections to non-adapted/elevated adjacent areas.

• Public Safety & Disaster Response – Document existing public safety and disaster response infrastructure to ensure that the framework plan is informed by public safety and disaster response requirements and opportunities such as: Emergency Fire Water System (formerly Auxiliary Water Supply System also included in Utility and Interior Drainage Program), triage and staging locations, embarkation/debarkation locations, priority response routes and landside or waterside first responder equipment and facilities.

• Coastal Engineering - Following the criteria established in the WRP Flood Performance Objectives and under the program-wide criteria established by the Port and PAC contract, identify water levels and statistical relationships that will be used to set crest elevation of coastal defenses. Crest elevation will influence adaptation space requirements. This may include review of existing engineering reports, completion of a response-based analysis, and/or synthesis of site-specific data.

• Seismic & Geotechnical Engineering – Following the criteria established in the WRP Seismic Criteria and Performance Requirements and under the program-wide criteria and the Program wide Basis of Design established by the Port and PAC contract, develop project-specific basis of design for shoreline stabilization measures to meet USACE seismic performance requirements, define the scope of subsurface work to characterize the range of geotechnical conditions and stabilization types to inform space requirements. This may include nonlinear slope stability analysis for concept level validation of typical stabilization parameters and assumptions.

• Environmental Studies – Following the program-wide approach to technical studies and environmental documents established by the Port and PAC contract, document existing conditions and develop Project Description for CEQA, and NEPA if required, to follow the San Francisco Planning Department requirements. The San Francisco Waterfront Coastal Flood Study Draft EIS may be used as a reference.

Technical studies required for environmental approval and regulatory permitting will be completed by the PAC.

3.3 Design Framework

The PED Consultant shall develop a Design Framework for the plan area, including shoreline, adjacent rights-of-way, key corridors and bridges, adjacent open spaces, Port facilities, and nearby impacted public and private parcels. The PED Consultant shall convey the Design Framework as a diagram or site plan denoting open space, recreation, development, Port commercial and maritime facilities, transportation, nature-based features, and utilization of right-of-way for transportation, utilities and stormwater management strategies.

The PED Consultant shall highlight trade-offs between competing principles and infrastructure program requirements.

The PED Consultant shall map out a program that balances space needs across different systems and results in a dynamic public realm and thoughtful infrastructure approach, minimizes construction disruption, facilitates ongoing, cost-effective project delivery, construction, and maintenance, and provides for continued operation of maritime and industrial uses and core elements of the transportation system along the waterfront. The PED

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Consultant shall consider long-term opportunities for transportation changes, watershed-scale stormwater management, and future utility infrastructure plans.

The Design Framework will inform subsequent design phases for the Recommended Plan, Early Resilience Actions, and other Projects and is expected to provide sufficient detail to allow separable geographic segments and Projects to move forward independently through the design process.

3.4 Implementation Plan and Early Resilience Action (ERA) Identification

The Port and PAC will lead waterfront-wide implementation planning, including identification and sequencing of major phases. The PED Consultants are expected to support this effort, providing expertise specific to the plan area, including engineering complexity, infrastructure systems and needs, contaminated sites and remediation requirements, real estate, ongoing capital maintenance needs, efficient construction sequencing, and impacts to stakeholders. The Implementation Plan will include consideration of duration, risk management, delivery method, and coordination with other projects to minimize community disruptions and construction costs. Funding and governance constraints are expected to be identified by the PAC, such that the Implementation Plan is built on a best estimate of funding availability and sources to implement plan segments and projects over time. Funding expectations will inform how segments could be phased and implemented over time, in line with other needs and priorities. Implementation of the Recommended Plan across the full waterfront is expected to take decades. However, the Port expects to advance one or more projects in each of the Northern and Southern Waterfront areas to the Project Development Phase, including design and construction, during the period of performance. The PED Consultants shall support the Port and PAC in identification of ERAs by utilizing the implementation process documented in the USACE feasibility report and through consultation with USACE where possible, to identify additional projects or geographic segments that the City and its partners may select to advance through design and construction. Design of ERAs may occur through this contract; construction of ERAs would happen through future contracts. Selection of ERAs will involve additional understanding of project details, project complexity (such as HTRW, historic preservation, or real estate considerations), and public feedback.

In the Northern Waterfront, the Downtown Coastal Resilience Project has already been identified as an ERA.

For purposes of this RFP, Proposers should assume the need to identify one additional ERA in the Northern Waterfront1. No specific projects have been identified yet as ERAs in the Southern Waterfront. For purposes of this RFP, proposers should assume identification of two ERAs in the Southern Waterfront. Proposers should also assume that identification of Southern Waterfront ERAs requires completion of the vision, principles, and infrastructure program requirements tasks of the Plan Development Phase, and that the Implementation Plan and ERA identification will be iterated several times throughout the Plan Development Phase, increasing in level of detail as conceptual designs are developed for geographic segments and specific projects.

Upon completion of the Design Framework, Implementation Plan, and ERA identification, the Port and City will reach a Conceptual Design Milestone at which Program leadership will determine which segments and/or projects to advance to conceptual design in addition to the Downtown Coastal Resilience Project.

1 This could involve either a project within the footprint of the USACE Recommended Plan or outside of the USACE plan (e.g. structural solutions in Reach 1).

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3.5 Conceptual Design (Plan or Segment)

The conceptual design phase commences after the Conceptual Design Decision Milestone has been reached. Conceptual Design refines the definition of the Design Framework to approximately a 15% level of design and includes the requirements identified in Attachment A.

At the Plan or Segment scale larger than that of a single project, the intended outcome is to reduce uncertainty and improve the level of design definition of the framework plan such that stakeholder input can be incorporated in more detail. This allows environmental compliance, remediation planning, implementation planning, and cost estimation activities to commence prior to defining a specific project within the geography.

At the plan or segment level, this contract will not advance beyond Conceptual Design.

The end of Conceptual Design is a major decision milestone at which the Port and City decide if Project(s) within the Conceptual Design area will advance to the Detailed Design Phase and under which delivery method they will advance. To maximize the potential for in-kind credit as part of the USACE Recommended Plan, the Conceptual Design Report shall be integrated with the USACE requirement for a Design Documentation Report as specified in ER 1110-2-1150.

For purposes of this RFP, Proposers should assume that the Northern Waterfront PED contract will advance a segment encompassing 20 to 30% of the plan area to Conceptual Design. For the Southern Waterfront PED contract, Proposers will advance a segment encompassing 10 to 20% of the plan area through Conceptual Design.

4. PROJECT DEVELOPMENT PHASE

The Project Development Phase commences once a specific project has been identified for implementation.

The Project Development Phase advances a project from conceptual design through detailed design, with design support during bid, construction and closeout, and includes sequential steps through conceptual design (as needed), detailed design, bid/award, and construction support, inclusive of data collection efforts as necessary. Timing of project identification relative to the Plan Development Phase will dictate whether Project Development will start at the conceptual or detailed design step. Standard WRP Projects follow a 35%/ 65% / 95% / 100% / Bid milestone process for the Detailed Design Phase as outlined in Attachment A. This is a common milestone process for many agencies and provides a reasonable level of design development and review steps to achieve an efficient and successful project outcome. Should the Port decide to progress projects through another delivery method other than design, bid, build, the process will be updated for PED consultants to follow.

For purposes of this RFP, Proposers should assume that the Northern Waterfront PED contract will advance the Downtown Coastal Resilience Project with an estimated construction value of $370M and one other ERA project, with an estimated construction value of $80M from conceptual design through detailed design, with design support during bid, construction and closeout. For Southern Waterfront PED contract proposers should assume that the contract will advance two ERA projects, each with estimated construction values of $200M and $100M from conceptual design through detailed design, with design support during bid, construction and closeout.

Proposers should assume that the Northern Waterfront Conceptual Design expected for the Downtown Coastal Resilience Project will start within three (3) months of NTP, and that one ERA project in the Southern Waterfront will start immediately after completion of the Principles and Infrastructure Program Requirements task. For purposes of this RFP, assume that the second project for each contract will start after conceptual.

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This phase is expected to require task management and subject matter expertise to complete the work as outlined below and further detailed in Attachment A. Additionally, technical support services will be required to provide project development information to stakeholder engagement, funding strategy, and environmental and regulatory teams managed under the separate PAC contract.

4.1 Conceptual Design (Project)

Where project development commences ahead of Conceptual Design at the plan or segment scale, Conceptual Design shall be completed at the project scale to refine the project definition to approximately a 15% level of design and shall include the requirements identified in Attachment A.

As noted in Section 2.5, the Conceptual Design Report includes a Draft and Final Submittal, as well as technical memorandums and reports that inform the design. The Conceptual Design Report for a project shall be aligned with the requirements of a USACE Design Documentation Report, as specified in ER 1110-2-1150 to maximize the potential for in-kind credit where the project is part of the USACE Recommended Plan.

4.2 Detailed Design

The Detailed Design follows conceptual design and advances a Project from Concept Level Definition to a complete design ready for construction. Standard WRP Projects follow a 35% / 65% / 95% / 100% / Bid milestone process for the Detailed Design Phase as outlined in Attachment A. This is a common milestone process for many agencies and provides a reasonable level of design development and review steps to achieve an efficient and successful project outcome. Deliverables at these milestones shall also comply with the USACE requirements as specified in ER 1110-2-1150. Projects are assumed to follow the design-bid-build project delivery method; however alternative delivery methods will be explored during the Plan Development phase.

4.3 Design Support During Bid, Construction & Closeout

Following the Design-Bid-Build delivery method, the bid step follows completion of detailed design. The Port will manage the construction bidding process but will require that the PED Consultant provide technical support to address questions that arise during the bid period.

The construction phase will commence once a contract has been awarded. The Port Construction Management Group, or its designee, will manage construction and report to the Port Project Manager. The Construction Management Team (“Port CM”) typically includes a Port Construction Manager, Resident Engineer, construction inspector(s), and materials testing and special inspection services. The PED Consultant shall provide design support services during construction to assist the Port CM with technical tasks as outlined in Attachment A.

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TABLE: SUMMARY OF DATA COLLECTION AND PLAN DEVELOPMENT PHASE MILESTONES & DELIVERABLES

Item Data Collection Submittal

Existing Conditions, Vision, Principles & Infrastructure Program Requirements Submittal

Design Framework Submittal

Implementation Plan Submittal

Conceptual Design (Plan or Segment) Submittal

Intent Identify and mitigate data gaps with collection tasks.

Synthesize and interpret data.

Advance in parallel with other Phases.

Identify and document high level, subject specific requirements that inform multidisciplinary framework plan.

Develop vision and principles to inform public realm and infrastructure design

Create layered, multidisciplinary plan that resolves conflicting requirements through analysis of trade-offs.

Identify early actions and develop phasing for segments of the recommended plan and other projects that can be used as program baseline to inform decision making.

Increase level of design detail to ~15% level at the plan or segment scale to improve cost and implementation certainty while advancing regulatory efforts.

KEY DELIVERABLES Existing Data Synthesis & Further Data Collection Recommendation

Factual and Interpretive Reports as part of Initial Design Documentation Report

Digital files for maps and figures

Organized online reference library of existing and new data

Technical memo(s) and summary slide deck(s) conveying existing conditions, principles and infrastructure program requirements for each subject area using narrative, maps, and diagrams.

Include as part of Initial Design Documentation Report. Inclusive of:

-Project Specific utility demand analysis, performance objectives and spatial right-of-way standards

-Project Specific coastal analysis report and preliminary basis of design-Preliminary basis of design for shoreline stabilization measures

Verbal narrative and visualizations illustrating waterfront vision and principles

Diagram or site plan denoting open space, recreation, development, Port commercial and maritime facilities, transportation, nature-based features, right-of-way utilization including transportation, utilities and stormwater management strategies.

Technical Memo describing the design process and trade-off decisions amongst competing principles and infrastructure program requirements. Include as part of Initial Design Documentation Report.

Technical memo summarizing metrics for prioritization and rationale for selected implementation plan.

Include as part of Initial Design Documentation Report.

Narrative and figures describing construction sequence, disruption and duration for segments or projects.

Support PAC with programmatic schedule and cashflow projections

Conceptual Design Report, including data collection, stakeholder input, engineering analysis and assumptions.

General Plans & Typical Sections

CEQA Project Description

Class IV cost estimate & basic construction schedule

Detailed and Summary slide deck conveying the Conceptual Design

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TABLE: SUMMARY OF PROJECT DEVELOPMENT PHASE MILESTONES & DELIVERABLES

Item Conceptual Design (Project) Submittal

35% Submittal

65% Submittal

95% Submittal

100% Submittal Bid/Award Support

Intent Increase level of design detail to ~15% level at the project scale to improve cost and schedule certainty while advancing regulatory efforts.

Define Major Scope Elements

Finalize Design of Major Scope Elements, Draft minor scope elements

Final Draft, minor changes

Permit & Final review comments, minor revisions

PED Consultant:

Design-related technical support for Construction Bid/Award process.

Project Description, Documentation Report & Basis of Design

Conceptual Design Report, serving as Initial Design Documentation Report when

USACE ERA

Design Documentation Report

Design Documentation Report

Design Documentation Report

Design Documentation Report

Surveys & Investigations

As required, Final Draft Final

Design & Engineering

Sufficient for sizing main elements

Final Draft, major elements checked

Final, all elements checked

Minor Revisions

Plans General Plans Typical Sections

General Plans, Typ. Sections & Details

All major elements defined

Complete Plans Final Plans Revisions if Required

Specifications TOC Draft Final Draft Final Revisions if Required

Constructability Report

Final Draft (Draft is from Plan Development)

Final

Cost & Schedule Budgetary Draft Final Draft Final Revisions

CEQA Draft Complete Latest for certified

Permits Pre-Application Meetings

Submit Applications, permit conditions known most permit conditions identified;

Port Permit submitted

All Permits Final (or in administrative process)

Complete

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Port, City Agency and USACE Reviews

2-4 weeks 4-8 weeks 2-4 weeks 2-4 weeks

Attachment A – Standard WRP Process for Design and Construction Projects that advance from Conceptual Design through Construction are expected to follow the outlined milestones, fulfill the listed requirements, and include the following services within each task. Projects that are part of the USACE SFWCFS Recommended Plan or eligible for USACE reimbursement shall follow USACE requirements as detailed in Attachment E. This process is designed based on a design, bid, and build contracting model. The Port will review the possibility of advancing projects through other delivery models and will adjust this process as required.

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A.1 Services

Services to be included in each step of the design and construction process, as appropriate:

• Design Management:…