1. Coburn Gore LPOE CMc SOW Final 2025 03 27.pdf

STATEMENT OF WORK

Coburn Gore Land Port of Entry (LPOE) Expansion and Modernization Project

DESIGN EXCELLENCE PROSPECTUS PROJECT

Construction Manager as Constructor (CMc) SOW

PROJECT IDENTIFICATION:

PROJECT NAME COBURN GORE LAND PORT OF ENTRY

SOLICITATION NUMBER TBD

REGION NEW ENGLAND REGION 1

DIVISION GSA OFFICE OF DESIGN & CONSTRUCTION

BUILDING NAME Coburn Gore LPOE, BLDG Number ME0551

BUILDING ADDRESS 6092 Arnold Trail, Coburn Gore, ME 04936

CONTRACTING OFFICER James Adamo

PROJECT EXECUTIVE Eugene Mozzoni, 1PCTA

PROJECT MANAGER Li-hang Wang, 1 PCTA

LAST REVISION 03.27.2025

CMc Statement of Work FY24 v U.S. Land Port of Entry, Coburn Gore, ME 04936 Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC) Date of Issue: 08 April 2025

TABLE OF CONTENTS

I. SUMMARY

II. THE PROJECT

A. Project Description

1. INFLATION REDUCTION ACT of 2022 REQUIREMENTS

2. SUPPLEMENTAL PROJECT INFORMATION

3. PROJECT WORK ITEMS

4. CONTRACT TYPE

5. OPTIONS

6. ALLOWANCES

7. ALTERNATES

8. DELIVERY METHOD

B. Project Goals & Objectives

1. GOALS

2. OBJECTIVES

C. Construction Manager as Constructor (CMc) Contractor Team

1. STAFFING

2. KEY PERSONNEL

3. OTHER PERSONNEL

4. EXPERTISE

5. CMc CONTRACTOR TEAM SUBSTITUTION

6. CMc CONTRACTOR’S DOCUMENT MANAGER (CDM)

III. GENERAL REQUIREMENTS

1. MEETINGS

2. BUILDING INFORMATION MODELING (BIM) AND (COBIE) AND OTHER ELECTRONIC DATA

3. DELIVERABLES

4. COST ESTIMATING, RECONCILIATION and PROPOSED ALTERNATIVES (CERPA)

5. PRELIMINARY PROJECT SCHEDULE AND ANALYSIS

6. CONSTRUCTION WORK SEQUENCING AND PHASING PLAN

7. EARLY WORK PACKAGES

8. RISK REGISTRY

9. PROJECT MANAGEMENT INFORMATION SYSTEM (PMIS) - Kahua

10. SHARED SAVINGS INCENTIVE

IV. SCOPE OF SERVICES

A. Pre-Construction Phase Services, a.k.a. Design Phase Services

1. PROJECT INITIATION MEETING

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

2. COLLABORATION WITH THE A/E

3. DELIVERABLES MATRIX

4. OPERATIONAL EXCELLENCE PROGRAM

5. DESIGN REVIEW - PROCESS and PROCEDURES

B. Construction Phase Services - EXERCISE of the GMP OPTION

1. PERMITS and FEES

2. PRE-CONSTRUCTION MEETING

3. PRE-NTP SUBMITTAL REVIEW AND ACCEPTANCE

4. NOTICE TO PROCEED

5. SCHEDULE MANAGEMENT

6. COST MANAGEMENT

7. CHANGE MANAGEMENT

8. SUBMITTAL SCHEDULE

9. INSPECTIONS AND TESTING

10. BIM, CDX & COBie REQUIREMENTS

11. PROJECT RECORD DOCUMENTS

12. CLARIFICATIONS/ REQUESTS FOR INFORMATION / CHANGE ORDERS

13. PAYMENT REQUESTS

14. CMc CONTINGENCY ALLOWANCE

15. CONSTRUCTION EXCELLENCE PEER REVIEWS (CEPR)

16. ART IN ARCHITECTURE INSTALLATION

17. LESSONS LEARNED WORKSHOP

18. COMMISSIONING

19. PRE-TURNOVER PROCESS

20. TURNOVER PROCESS

21. FINAL RECORD DOCUMENTS

22. MATERIAL SAMPLES, ATTIC STOCK AND SPARE PARTS

23. PREPARATIONS FOR OCCUPANCY

24. PROJECT AWARDS/LEED CERTIFICATION

25. CONTRACT CLOSEOUT

V. ADMINISTRATIVE PROCEDURES

A. Pre-Construction Progress Reviews and Payments

B. Construction Progress Reviews, Reports, Payments & Delays

C. Contract Financial Closeout

D. Travel, Reproduction, and Delivery

E. Groundbreaking and Dedication Ceremonies (Requirements to Be Determined)

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

F. Security Clearance and Management

1. HSPD-12 COMPLIANCE

2. PERSONNEL SECURITY REQUIREMENTS

G. Document Security

VI. OPR, EXHIBITS, DRAWINGS AND OTHER ATTACHMENTS

1. A/E SOW for Construction Manager-as-Contractor (CMc) Delivery Method

2. CMa and Commissioning Services SOW for CMc Project Delivery

3. PBS Interim Core Building Standards (February 24, 2025)

5. CBS Submittal Matrix

7. P-120, Public Buildings Service Cost and Schedule Management Policy Requirements, October 2022

8. GSA Commissioning Guide

9. SUPPLEMENTAL PRICING AND INVOICING INSTRUCTIONS FOR PROJECTS FUNDED BY

THE INFLATION REDUCTION ACT OF 2022

12. GSA DIVISION ONE SPECIFICATIONS (Attachment Pending)

13. TECHNICAL SPECIFICATIONS (Attachment Pending)

14. 100% CONSTRUCTION DOCUMENTS (Attachment Pending)

15. OWNER’S PROJECT REQUIREMENTS (Attachment Pending)

16. BASIS OF DESIGN REPORT (Attachment Pending)

17. ROOM DATA SHEETS (Attachment Pending)

18. CXA PLAN (Attachment pending)

VII. GLOSSARY

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

I. SUMMARY

This document provides an overview of the Project and Construction Manager as Constructor (CMc) Contractor requirements as part of the Construction Manager Constructor (CMc 101— Agreement). The CMc Contractor must refer to the CMc 101—Agreement for conflicts or ambiguities within or among the contract documents.

In General:

The Construction Manager as Advisor (CMc) Contractor shall coordinate work and gain approvals required in this Statement of Work (SOW) with the Contracting Officer (CO) and Contracting Officer’s Representative/Project Manager (COR/PM) as required.

END OF SECTION

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

II. THE PROJECT

The proposed expansion and modernization of the Land Port of Entry (LPOE) complex located at 6092 Arnold Trail in Coburn Gore, Maine, was designed to strengthen supply chains, improve operational capabilities and facility infrastructure, spur economic growth, and bolster the country’s security. This LPOE is designated within the National Register of Historic Places (NRHP) and was originally constructed in 1932. The 3.6-acre U.S. Inspection Station – Coburn Gore, Maine was entered into the National Register of Historic Places (NRHP) on 9/10/14.

Important in the history of border security in the United States, Coburn Gore LPOE is one of several extant examples of a wave of border crossing stations constructed between 1930 – 1943, as further detailed in the related 2014 Multiple Property Listing for U.S. Border Inspection Stations 1930 – 1943. The deficiencies at the LPOE fall into two broad categories: 1) limited capacity and facilities for port operations; and 2) the condition of the existing buildings. Thus, the expansion and modernization of the LPOE would provide a port that is functional, accessible, and equitable for U.S. Customs and Border Protection (CBP) to more efficiently carry out its agency mission and their operations and interactions with the public. Upon completion, the LPOE is anticipated to address these deficiencies and facilitate the efficient functioning of CBP operations while adhering to their 2023 U.S Custom and Border Protection (CBP) Design Standards, and the Public Buildings Service (PBS) Interim Core Building Standards (February 24, 2025).

A. Project Description

GSA has contracted with a separate architect-engineer (A/E) firm responsible for developing complete design and construction documents for the Project. A copy of the A/E’s contractor SOW is attached; refer to Section VI. OPR, Exhibits, Drawings and Other Attachments. In addition, GSA has contracted with a Construction Management Advisor (CMa - CxP) to provide management services from pre-design to the close-out phase of the project. The CMa’s SOW is also included for your review; refer to Section VI. OPR, Exhibits, Drawings and Other Attachments. GSA may issue additional separate contracts for: (1) Artist(s) under the Art in Architecture program; and (2) other consultants as may be reasonably necessary to complete the Project.

Commented [1]: 2024

Commented [2]: Refer to Cma SOW and Dattner's project descr. Verify 1932? Dattner's report states 1931.

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

1. INFLATION REDUCTION ACT of 2022 REQUIREMENTS

This project is funded in part by Sections 60503 and 60504 of the Inflation Reduction Act of 2022 (IRA). Section 60503 Low Embodied Carbon (LEC) Materials provides funding for the purchase of construction materials with substantially lower levels of embodied greenhouse gas emissions. Section 60504 Emerging Technologies provides funding for emerging and sustainable technology (E&ST) scope. The IRA requirements supersede LEC requirements referenced in PBS Interim Core Building Standards (February 24, 2025).

a. LOW EMBODIED CARBON (LEC) MATERIALS

The Contractor has the ability to acquire and install IRA-Eligible Materials that adhere to the global warming potential IRA Limits established in the Contract. IRA-Eligible Materials canbe purchased and properly installed per the Agreement, Scope of Work, Drawings, and Specifications. Unless otherwise specified, all work which uses materials with a contractually established IRA Limit shall utilize materials compliant with those Limits.

For each type of IRA-Eligible Material, the Contractor shall submit Environmental Product Declarations (EPD) and product information—see Division One Specification, Submittal Procedures, 013300.

IRA-Eligible Material scope item(s) shall be integrated into the project’s phasing, scheduling, reporting, and scope to support overall project goals.

Limit the area of disturbance or work area for IRA-Eligible Material scope item(s) to the minimum practical area. The work area or area of disturbance shall be restored to its pre-project or new condition.

b. EMERGING AND SUSTAINABLE TECHNOLOGIES (E&ST)

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

The work includes the installation and construction of IRA-funded emerging and sustainable technology (E&ST) scope items, including Photovoltaics, Heat Pumps, Networked LED Fixtures and Controls, and Advanced Insulations.

IRA-funded E&ST scope items shall be constructed, installed, and certified as complete and operable.

IRA-funded E&ST scope items shall be integrated into the project and conform with the overall project schedule.

Limit the area of disturbance or work area for E&ST scope items to the minimum practical area.

c. COST ACCOUNTING AND CLIN STRUCTURE

The Inflation Reduction Act has strict accounting and contract line-item formatting requirements. The CMc contractor must segregate and track costs applicable to the Inflation Reduction Act and work with the GSA PM and Contracting Officer to ensure compliance with the accounting requirements. Refer to SUPPLEMENTAL PRICING AND INVOICING

INSTRUCTIONS FOR PROJECTS FUNDED BY THE INFLATION

REDUCTION ACT OF 2022.

d. Global Warming Potential (GWP) Values

GSA’s asphalt, concrete (and cement), glass and steel requirements establish numeric global warming potential (GWP) limits for each of the EPA-approved construction materials: concrete (and cement), asphalt, steel, and glass (IRA-Eligible Materials). For each IRA-Eligible Material, GWP limits have been established for the best performing 20% of materials in terms of embodied carbon, as reported in terms global warming potential (Top 20% Limits), the best performing 40% of materials in terms of embodied carbon (Top 40% Limits) and better than industry average (Better Than Average Limit). In accordance with its proposal, Contractor shall provide all IRA-Eligible Materials required for performance of the Contract in compliance with the following IRA Limits.

IRA-Eligible Material* IRA Limit (e.g., Top 20% Limit, Top 40%, Better than Average)

GWP Value for IRA Limit

Concrete Specified concrete strength class (compressive strength [f'c] in pounds per square inch [PSI]) https://www.gsa.gov/system/files/Asphalt%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Asphalt%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Concrete%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Concrete%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Glass%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Glass%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Steel%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Steel%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

≤ 2499 PSI [CO to specify each limit as applicable - limits for the Top 20%, Top 40% and Better than Average prepopulated below]

228 261 277 kgCO2e/m3

3000 PSI 257 291 318 kgCO2e/m3

4000 PSI 284 326 352 kgCO2e/m3

5000 PSI 305 357 382 kgCO2e/m3

6000 PSI 319 374 407 kgCO2e/m3

≥7200 PSI 321 362 402 kgCO2e/m3

Cement** 751 819 858 kgCO2e/metric ton

Concrete Masonry Units 217 256 290 kgCO2e/m3

Asphalt 55.4 64.8 72.6 kgCO2e/metric ton

Steel

Fabricated Rebar 728 794 850 kgCO2e/metric ton

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

Unfabricated Rebar 611 716 760 kgCO2e/metric ton

Hollow Structural Sections (fabricated)

1,778 1,854 1,898 kgCO2e/metric ton

Hollow Structural Sections from Electric Arc Furnaces (unfabricated)

1,580 1,620 1,652 kgCO2e/metric ton

Hot-Rolled Sections (fabricated)

1,022 1,128 1,163 kgCO2e/metric ton

Hot-Rolled Sections (unfabricated)

686 713 869 kgCO2e/metric ton

Cold-Formed and Galvanized (stud, track, framing, etc.)

2,228 2,324 2,408 kgCO2e/metric ton

Structural Steel Plate from Electric Arc Furnaces (unfabricated)

987 1,152 1,190 kgCO2e/metric ton

Flat Glass 1,331 1,370 1,401 kgCO2e/metric ton

* Required construction product assemblies (such as window assemblies) are included in IRA-Eligible Material categories, and are bound by IRA Limits. At least 80% of the assembly’s total cost or total weight must be composed of compliant IRA-Eligible Materials.

** Where provision of concrete that qualifies under these GSA IRA Limits is impractical, GSA’s IRA Limits for cement may be applied to the cement being used in the concrete mix.

https://www.gsa.gov/system/files/Concrete%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Concrete%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

2. Contractor compliance with IRA Limits will be verified by reference to provided materials’ environmental product declarations (EPDs). EPDs must meet the standards reflected in GSA’s asphalt, concrete (and cement), glass and steel requirements (see Compliance Documentation criteria listed for each IRA-Eligible Material).SUPPLEMENTAL PROJECT INFORMATION

a. This project requires specialized technical specifications, procurement of materials and equipment, installation, and measurement & verification (M&V) via post-occupancy commissioning. Successful project delivery will depend on active CMc Contractor collaboration with the CMa / CxP, GSA, and other subject matter experts.

b. Project Delivery Team

The entire group of first-tier contractors hired by GSA including GSA to execute the project, i.e., GSA, CBP, CMa—CxP, CMc, and A/E.

c. Stakeholders:

1) U.S. Customs and Border Protection (CBP)

2) GSA Office of Facilities Management

3. PROJECT WORK ITEMS

a. The expansion and modernization includes:

1) The Main Building and replacement of four stand-alone residences with new housing for CBP officers.

2) Increase processing efficiency and capacity

3) Add commercial processing, non-intrusive inspection, secondary inspection, traffic lanes, parking, and supporting facilities

4) Provide CBP appropriate housing

5) Upgrades to life safety & fire protection systems, plumbing systems, mechanical systems (geothermal), and electrical systems

6) Incorporating sustainability features and advancing community goals per the Bipartisan Infrastructure Law (November 15, 2021).

b. Operations Management during Construction:

1) The Coburn Gore LPOE is a mission-critical facility that https://www.gsa.gov/system/files/Asphalt%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Asphalt%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Concrete%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Concrete%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Glass%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Glass%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Steel%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf https://www.gsa.gov/system/files/Steel%20-%20GSA%20IRA%20Low%20Embodied%20Carbon%20Requirements%20%28Dec.%202023%29_508.pdf

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1 processes commercial and non-commercial vehicles entering and exiting the United States from the Canadian Border Patrol Station in Saint-Augustin-de-Woburn Quebec, Canada. CBP plans to keep the existing port operational during the modernization and expansion of the Coburn Gore port, resulting in detours for traffic. It is imperative that CMc provide planning for this operational needs by CBP

4. CONTRACT TYPE

As noted in the Agreement, the CMc’s tasks are primarily separated into two distinct phases: (1) Pre-Construction Phase Services, which is a Firm Fixed Price (FFP) Contract, and (2) Construction Phase Work, which is a Guaranteed Maximum Price (GMP) Contract which is awarded as the construction option.

The GMP Proposal may not be withdrawn for a period of ninety (90) calendar days from the date the Government receives it.

a. Period of Performance

CMc Award (Design Phase Services) 12-15-2025

Design Development Phase Complete 06-02-2025

Construction Documents Phase Complete 06-30-2026

Construction Award / GMP Exercised 06-05-2026

Construction NTP 07-06-2026

Construction Substantial Complete 02-16-2029

Closeout 04-11-2029

Contract Completion & Occupancy 08-30-2029

b. Guaranteed Maximum Price (GMP) [To be determined at the conclusion of the Construction Document Phase]

c. Conversion to a Firm-Fixed-Price (FFP) GSAR 536.7105-8

5. OPTIONS

In addition to the base scope of work, the options for this project are listed below.

Refer to. Contract Price Form in the CMc Agreement for option pricing. “Option” means a unilateral right in the Contract by which, for a specified time, the Government may elect to incorporate into the Contract additional scope, products, https://www.acquisition.gov/gsam/536.7105-8

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1 materials, equipment, systems, and installation methods that are described below.

The amount for an option is the total adjustment from the Base Contract to incorporate the option work into the project. Option work includes miscellaneous devices, accessory objects, and similar items incidental to or required for a complete installation, whether or not mentioned as part of the option description.

a. Summary of the Options [Note: To be determined at the conclusion of the Final Concept Design Phase]

6. ALLOWANCES

a. CCA Allowance 536.7105-2 § (3) CCA

b. Other types of Allowances 536.7105-6 § (b) CCA

7. ALTERNATES

IRA funding for this project depends on the Contractor’s ability to procure and utilize IRA-eligible materials and equipment. For Low Embodied Carbon (LEC) Materials and Emerging & Sustainable Technologies (E&ST), the contractor shall price alternates for traditional materials. Refer to GSA 012300 ALTERNATES for additional information.

8. DELIVERY METHOD

In General:

As a general matter, the CMc shall review and become familiar with the scope of services under the A/E’s contract, especially the various standards, guidelines, policies, and documents that the A/E must follow in developing the design and construction documents. This review and familiarization are vitally important during the Pre-Construction Phase Services because, as outlined in more detail below, the main tasks of the CMc Contractor during the Pre-Construction Phase Services are to provide constructability and cost estimation reviews of the A/E’s design-related submissions. At its core, the CMc Contractor will help to ensure that the design and construction documents will enable the Government to exercise the Guaranteed Maximum Price (GMP) Option at a price that is at or below the GMP.

B. Project Goals & Objectives

1. GOALS

a. Maintain full operations and current throughputs for all Port agencies throughout Construction.

b. Maintain accessibility throughout the site during construction implementation.

Commented [3]: GSA to advise

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

c. Maintain site security throughout construction.

d. Ensure Continuous availability of utilities (power, phone/data, water, sewer, and stormwater) and emergency power during phased construction.

e. Deliver Design and Construction Excellence that meets CBP’s POR, CBP

2023 Design Standards, and PBS Core Building Standards (February 24, 2025).

f. Address significant problems and issues with each existing facility and its surrounding parcel (reference 2024 Pre-Design Feasibility Study by Dattner).

g. Maintain Coburn Gore’s significant historic character.

h. Provide buildings and infrastructure that incorporate durable construction materials and sustainable design elements and are climate resilient.

i. Provide an upgraded port that is functional and accessible for each customer agency, their operations, and their interactions with the public.

j. Perform design and construction efficiently and effectively using current technology tools for design, reviews, inspections, and project management processes.

k. Provide the best value to GSA, their customer agencies, the community, and the American taxpayer.

l. Collaborate with the A/E and CMa to develop a final Estimated Cost of Work (ECW) that does not exceed the target ECW.

2. OBJECTIVES

a. Modernize the Coburn Gore LPOE for CBP to meet current and forecasted operational mission needs per the CBP 2023 Design Standard with clarifications (and future CBP Design Standards) and PBS Core Building Standards (February 24, 2025) baseline.

b. Build dynamic partnerships and a cohesive team with all contracted parties, GSA and CBP, aligning goals and vision to successfully deliver this project’s scope on time and on budget.

c. Meet specific sustainability goals, including:

1) An 80% fossil fuel reduction.

2) Use key sustainable products.

Commented [4]: 2024?

Commented [5]: By Dattner?

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

3) Whole-building embodied carbon reduction.

4) Environmentally preferable asphalt

5) Adherence to sustainability requirements listed in PBS Interim

Core Building Standards (February 24, 2025), Executive Orders, and laws that apply during design & construction. (Reference Sustainability Round-up for key sustainability requirements.)

C. Construction Manager as Constructor (CMc) Contractor Team

1. STAFFING

The CMc Contractor must provide experts in disciplines listed in the Facilities Standards for the Public Buildings Service, , PBS Core Building Standards (February 24, 2025), and as otherwise required in this section, with credentials as indicated, as they apply to this project. The CMc Contractor must provide a sufficient staff of project managers, SME reviewers, cost estimators, schedulers, field engineers, superintendents, inspection and testing engineers, scheduling specialists, clerical and accounting personnel, etc., to perform the required work.

2. KEY PERSONNEL

Point of Contact: TBD

The CMc Contractor may substitute any such personnel only with the advance written approval of the Contracting Officer, whose approval must not be unreasonably withheld. Any such substitution must be at no additional cost to the Government, and the replacement must have equal or greater experience, expertise, and qualifications than the substituted personnel. The CMc Contractor must provide any information that the Contracting Officer may reasonably request, such as a resume or curriculum vitae, and, in addition, the individual may be required to meet in person with the Contracting Officer prior to approval.

3. OTHER PERSONNEL

In addition to the key team members identified within this document, the CMc Contractor must provide administrative, clerical, and technical personnel as necessary to perform the services required under this contract.

4. EXPERTISE

At a minimum, the CMc Contractor’s team members should include the following experts to provide expertise (a single individual may be assigned more than ONE of the responsibilities/expertise listed below) as and when needed for efficient and effective operations:

Within 30 calendar days after the Notice to Proceed (NTP), the CMc Contractor must edit the Communications Plan, and complete the team entries.

a. Project Executive

Commented [6]: CBS Sustainability Round-up to be provided when ready https://drive.google.com/drive/folders/1vHgdMRis9hs1u87c3GdRVzlf8exdG9M6 https://docs.google.com/document/d/12GIu1eop8EjcQ-JUt4DTfwvFdxQyf8gJ/edit#heading=h.gjdgxs

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U.S. General Services Administration New England Region 1

b. Project Manager

c. Assistant Project Manager

d. BIM & COBie Specialist

e. SME Reviewers - All Disciplines, including civil-structural, geotechnical, hydrology and hydraulics, mechanical, electrical, and architectural.

f. Fire Protection Engineer: Defined inPBS Core Building Standards (February 24, 2025)

g. Environmental Specialist

h. Quality Control Superintendent

i. Construction Superintendent

j. Construction Supervisor

k. Cost Estimator

l. CPM Analyst/Scheduler

m. Safety Officer (100% Full-Time during Construction)

n. Commissioning (CxA)

o. Building Envelope Specialist (BECx)

p. Document Manager

q. Construction Cost Accountant

r. Accessibility Specialist

5. CMc CONTRACTOR TEAM SUBSTITUTION

During the performance of the services required under this contract, the CMc Contractor must obtain GSA written consent from the Contracting Officer before making any substitution for subcontractors and outside associates or consultants specifically identified and agreed to in the request for qualifications, proposal, contract, and any contract modifications.

6. CMc CONTRACTOR’S DOCUMENT MANAGER (CDM)

The CDM must provide a single point of contact to manage documents and coordinate submissions. The CMc Contractor must coordinate with GSA’s BIM POC within 30 calendar days after the NTP to confirm the BIM Execution Plan (BEP) and COBie Information Delivery Plan, including naming conventions, format, structure, and training requirements. The CDM responsibilities can be split with another personnel, however, it must be a full-time employee.

https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.3s49zyc

Project No.: NMEBIL02 Contract No. TBD

U.S. General Services Administration New England Region 1

The CDM must:

a. Control of all project documentation, including PMIS requirements

b. Control of as-builts and project files

c. Execute real-time updating of as-builts with change orders, bulletins, and

RFIs.

d. Provide submissions of as-builts identifying all changes to date for

Quality Control reviews.

e. Coordination with PBS CAD Standards, Building Information Modeling

(BIM) and (COBie) and other Electronic Data

f. Coordination with Operations and Maintenance https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.1rj68j4 https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.21s9ym2 https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.21s9ym2 https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.1axy6o0

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III. GENERAL REQUIREMENTS

Requirements in this section shall apply to all project stages described in Section IV. Scope of Services. Some of the requirements noted in this section may be subject to the exercise of contract option(s).

1. MEETINGS

At a minimum, the CMc shall attend all the meetings listed in this section and determine the appropriate mix of attendees for each meeting based on the subject matter. Unless otherwise noted, all Pre-Construction Phase meetings shall be conducted remotely, and all Construction Phase meetings will be conducted at the project site.

In General, the meetings will consist of:

a. Owner Architect Contractor (OAC) Bi-Weekly Progress Meetings

b. A/E Design Presentations

c. Systems Selections Analysis Meetings

d. Constructability Reviews

e. Cost Reconciliation (Value Management Review)

f. Program Reconciliation

g. Historic Consultation

h. Accessibility Compliance

i. Accessibility Consultation Meetings

j. Specialty Review Meetings

k. Construction Excellence Peer Reviews

The Architectural Barriers Act (ABA) requires Federal agencies to consider the effects of their undertakings on accessibility and compliance with Architectural Barriers Act Accessibility Guidelines; if there should be any potential adverse effects, GSA will consult the GSA National Accessibility Office (NAO) and the United States Access Board (USAB) on ways to avoid or mitigate adverse effects.

The CMc shall participate in all accessibility consultation meetings.

l. Partnering Workshops

1) Risk Management Workshops

Risk management sessions aim to identify potential project challenges before they occur so contingencies may be planned and invoked as needed throughout the project's life to mitigate adverse impacts on project delivery. The

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Risk Register captures all discussions surrounding concerns and potential problems that might arise over the project's life.

The CMc shall participate in workshops with the GSA, A/E, CMa/CxP, and other stakeholders to create, update, or modify a Risk Registry using the Construction Industry Institute’s Project Definition Rating Index (PDRI) (or a different industry standard as agreed to by the Contracting Officer) to assess the project's risks and opportunities.

The CMc shall participate in risk workshops conducted simultaneously after each Design Phase and Constructability Review. Each session shall last 2 - 4 hours.

During these sessions, the parties will use the Construction Industry Institute’s Project Definition Rating Index and Risk Register for the project. One PDRI evaluation session typically occurs at approximately the 50% design completion stage. The final PDRI typically occurs at the completion of the design to document that the planning & design are complete, and the project is ready for construction.

The Risk Register shall be created during the Final Concept Design phase, revisited often by project teams during the project's life, and kept live and updated until the project closes. Results from other project management tools (PDRI, PDM) are to be captured in the Risk Register as applicable.

With each CMc deliverable, the parties will discuss whether the Risk Registry needs to be modified based on the project's current state.

2) Mockups and Systems Selection

The CMc shall participate in systems selection analysis meetings, including inspecting and evaluating mockups of proposed spaces, curtain walls, inspection booths, etc.

Refer to the A/E SOW for a list of mock-ups and testing.

3) Historic Consultation Meetings

The National Historic Preservation Act (NHPA) requires Federal agencies to consider the effects of their undertakings on historic resources and to consult with the State Historic Preservation Officer (SHPO). If there should be any potential adverse effects, GSA will consult with the Advisory Council on Historic Preservation (ACHP) and the SHPO on ways to avoid or mitigate adverse effects. The CMc shall participate in all historic consultation meetings.

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4) Partnering Workshops

To effectively accomplish this contract, the Government requires that the CMc and its subcontractors participate in partnering sessions conducted by a professional facilitator arranged for by the CMa. For requirements, refer to Division One, SECTION 013100 - PROJECT MANAGEMENT AND

COORDINATION.

a) The Initial Partnering Session, which will be held after the CMc award and focused on the design phase to help the CMa team get on board, shall be a one-day (8 hours plus an additional 30-minute lunch break) in-person session. It will be held in Boston at the GSA regional office. An alternate Government facility site may be selected.

b) The Follow-on Partnering Session(s) generally lasts a half day or less. They will be scheduled at the start of the construction document phase, the start of the construction phase, and at quarterly intervals during the construction phase.

Participants are encouraged to utilize electronic means to expedite meetings. Meetings may be held at the project site or in a government facility.

Follow-on meetings may be held concurrently with other scheduled meetings. Attendees need only be those required to resolve current issues.

The same Facilitator used in the Initial Partnering session is recommended to achieve best results and for continuity.

m. Public Meetings and Hearings

1) As requested by the Government, the CMc shall attend any public meetings and hearings during the Design / Construction Document meetings and Construction Phase.

The CMc’s Project Executive, Project Manager, and/or any other representative qualified to speak on behalf of the company shall be present, in-person or virtually (to be defined when the meetings are planned).

2. BUILDING INFORMATION MODELING (BIM) AND COBie AND OTHER

ELECTRONIC DATA

The CMc will participate in the BIM deliverable review process and BIM QA/QC process and support GSA organizational BIM Objectives. The CMc will play a key role in ensuring that separate contracts for design and construction are well coordinated, such that the design team and CMc firm will both comply with BIM requirements. The CMc shall review all BIM submissions listed in

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U.S. General Services Administration New England Region 1 the PBS Core Building Standards (February 24, 2025) for compliance with GSA BIM standards. The CMc will participate in the design team’s BIM execution planning and BIM-dedicated meetings or reviews. The CMc will use the most current A/E model(s) as appropriate to provide independent feedback, such as constructability reviews, and incorporate BIM into other activities (such as scheduling) wherever possible.

The A/E is required to develop the design documents using BIM software and use the models throughout the design for communication and collaboration with GSA. Models are to comply with the requirements of the GSA National BIM, CDX & COBie Standard, as well as the PBS Core Building Standards (February 24, 2025).

The CMc will provide GSA with the coordination models and shop drawing files to create the record model. The CMc will receive a final Record Model from the designer (after substantial completion), which the CMc will be required to further develop in accordance with the GSA National BIM, CDX & COBie Standard.

The CMa will be responsible for the maintenance of the BIM Model during construction. However, the A/E, with collaboration of the CMc, will be responsible for performing any/all field verifications.

The CMc will provide the CMa access to the needed COBie information in real time (no longer than a 1 week wait after information is created). The CMc will provide and enter construction phase COBie data into the appropriate fields of a (cloud hosted) COBie that will be provided by the CMa.

3. DELIVERABLES

The CMc must provide a written deliverable based on the A/E’s design-related submissions for each of the following design milestones

a. A/E Submissions

1) Design development documents preceding scope reconciliation workshop(s)

2) 65% Design Development Documents

3) 100% Design Development Documents (draft)

4) 100% Design Development Documents

5) 65% Construction Development Documents

6) 90% Construction Development Documents

7) 100% Construction Development Documents

Commented [7]: Align with Dattner's SOW?

Commented [8R7]: GSA to provide Dattner’s SOW for A/E submissions review

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Each written deliverable from the CMc is due to the Contracting Officer within fourteen (14) calendar days from the CMc Contractor’s receipt of the A/E’s design-related submission.

b. CMc Constructability Review(s)

In General:

Constructability Reviews are a series of meetings, generally corresponding to and aligning with the project's design phase.

These reviews become increasingly detailed as the design develops and become an integral part of the overall construction planning process. When initiated early in the design process, constructability multi-disciplinary reviews can build on the Basis of Design (BoD), by addressing operations and maintenance (O&M) requirements.

Constructability Reviews shall ensure that the A/E’s design effort is biddable, buildable, cost-reasonable allowances, alternates, escalation, deductions), and maintainable. They consist of the systematic, detailed review of drawings, construction documents, and other construction data by the CMc’s senior experts in all disciplines that utilize BIM technology to identify missing data, data conflicts, code issues, inconsistencies, construction feasibility, and operational issues. The goal is to save the project time and money by uncovering problems or potential problems that may be encountered during construction, such as errors, omissions, ambiguities, and conflicts.

The CMc shall perform successive constructability reviews at the 65% DD, 95% DD, 100% DD (draft), 100% DD, 65% CD, 90% CD, and 100% CD design review milestones. Each review shall be completed within ten (10) calendar days and will include the steps as described below. The earlier in the design process that the constructability program begins, the higher the potential savings.

1) Steps for conducting a Constructability Review

Pre-constructability Review Activities

a) A/E issues milestone drawings for review

b) CMa provides CMc with complete project documentation, such as A/E’s construction documents (digital documents), owner’s requirements, site information, etc.

c) CMc provides GSA with their management plan for conducting the review The plan should include the methodology, means for interdisciplinary coordination, phasing, activities, personnel qualifications, and deliverables. The plan must be provided to and accepted by the CO before

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d) CMa coordinates the flow of Q/A information between CMc and stakeholders (before - during -and after the workshop). Project management information systems (aka Kahua and ProjNet (Dr Checks)) will be utilized throughout the project.

e) GSA defines the constructability review -objectives and measures:

i. Ensure the Project is biddable.

ii. Ensure the Project is buildable.

iii. Ensure the Project is cost-effective and within budget.

iv. Ensure the existing building complex remains operational.

v. Ensure the Project schedule is achievable.

vi. Ensure comments generated from the review are fully incorporated in the design documents.

f) CMa shall facilitate a “CMc Orientation Meeting” with CMc reviewers, GSA, CMa, A/E, and others.

Anticipate this meeting to be a half-day event with all stakeholders to inform the CMc of critical elements, concerns and quality expectations that may influence cost and schedule. The A/E shall present “leave-behind” graphic information that describes the project characteristics, i.e., as phasing diagrams, move management, power shutdowns - noise and vibration, off-hours work, barriers, tenant operations, etc.

Constructability Review Activities

g) The CMc coordinator conducts a multi-discipline “structured review” as defined by the accepted CMc methodology (item c above).

i. The CMc reviewers should be collocated, utilize BIM technology, and incorporate a phased approach for the review (i.e., performed in five common phases: 1) Structural, Project No.: NMEBIL02 Contract No. TBD

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2) Building Envelope, 3) Interior Architectural, 4) MEP, and 5) Sitework) that would resemble the construction process of each.

ii. The CMa shall attend the entire review to act as a liaison with the GSA PM and A/E, answer questions, and provide additional technical information.

iii. The CMa shall facilitate a site walk-thru.

In General, the CMc Reviewers shall:

i. Build the Project; avoid focusing solely on the problems.

ii. Review the Interface of Various Systems.

iii. Keep the Review of Preliminary Documents Constructive.

iv. Stay Focused on the Important Items.

v. Take the Time to Complete a Thorough Review.

vi. Identify Industry Best Practices.

vii. Review the lessons learned database.

Constructability Review Deliverables

h) For each review, the CMc shall provide a written report with the following sections:

i. Executive summary

ii. Risks assessment

iii. Cost Estimate as described in Section III.4, COST ESTIMATING, RECONCILIATION and PROPOSED

ALTERNATIVES (CERPA)

iv. General and specific comments

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v. Constructability Alternate Concepts with cost impacts (CERPA)

vi. Include Industry Best Practices

vii. Schedule evaluation Risk Analysis including - ECW, schedule, design quality, or project scope.

viii. Provide recommendations on constructability, improving life cycle costs, sustainability, LEED, systems analysis, functionality, enhancing operational flexibility, and minimizing labor or material shortages.

ix. Construction Work Phasing and Sequencing and coordination

x. Propose Early Work Package Suggestions

xi. Identify nonconformity (codes, standards, requirements, etc.)

errors, omissions, inconsistencies discovered by or made known to the CMc.

xii. The constructability report shall include a section that: (1) names each major trade subcontractor, vendor, or supplier that the CMc used or relied on in preparing the submission; (2) provides a brief description of the services provided by such company; and (3) the work that the company might perform on the project (if ultimately selected by the CMc). As noted above, representatives of these companies must attend the post-submission (constructability review) meetings with the Government.

xiii. Building Information Modeling (BIM) Compliance

Post Constructability Review Activities

i) CMc presents FINDINGS to GSA, CMa, A/E, and other project stakeholders in a usable, non-

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j) CMa facilitates multiple Project Discussions with all parties and integrates CMc FINDINGS into the project’s “Constructability Log”.

k) GSA accepts selected Constructability Alternative Concepts and updates the Risk Registry.

l) A/E implements GSA “accepted” Constructability Concepts into the project design and verifies cost impact.

m) CMc back checks revised design and validates cost impact.

n) CMa monitors the integration of constructability comments into A/E documents.

o) CMc participates in CERPA to identify cost reductions through improved efficiencies.

p) GSA documents lessons learned into a national database.

q) CMc prepares for the next Design review milestone - Constructability review.

c. Design Assist Services

The “Design Assist” task(s) shall provide one or more subcontractors (The “Design Assist” entities may be a trade subcontractor, manufacturer, or vendor with specialties, i.e., electrical, HVAC, Fire Protection, Plumbing, Structural Steel, Finished Carpentry, etc.) hired by the CMc to collaborate with or “assist” the A/E in developing the design and construction documents. Subcontractor collaboration with the A/E can include providing system design options, considering the longevity of system components, performing cost analysis, determining means and methods, and that the proposed concepts work within the overall building type design. Additionally, the "Design Assist" task(s) are of utmost importance in creating early construction packages.

These packages are crucial in minimizing procurement lead times and ensuring the procurement of construction materials with a high level of accuracy. For further details, please see Section 7 – Early Work Packages.

The subcontractors are hired by the CMc early in the design process (start of the Design Development Phase) to provide the A/E input as the design is technically developed. The “Design Assist” subcontractors do not engage in design and do not assume design liability. In Design Assist, the design responsibility resides with the A/E.

The “Design Assist” task(s) should align design intent, combined with means and methods expertise, to accurately fabricate the materials and ultimately integrate them into the building components to meet GSA requirements of quality, scope, cost, and schedule.

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4. COST ESTIMATING, RECONCILIATION and PROPOSED ALTERNATIVES

(CERPA)

The purpose of the CERPA is for the Government to benefit from multiple, separate estimates prepared at major design milestones to ensure that the project’s design aligns with the ECW. The CMa facilitates this collaborative reconciliation effort. When necessary, the CMc proposes alternative designs that GSA may consider improving the project’s efficiency and lower the project cost.

At each Design Development and Construction Document Phase submission, the CMc shall review the project’s design documents, provide detailed pricing information of the design, and provide alternative systems, materials and finishes that maintain the design intent to meet the ECW.

The estimates shall:

a. Be developed after input from the constructability workshop.

b. Performed in the same level and detail as set forth in the PBS Core Building Standards (February 24, 2025)

c. Comply with the Cost Management Matrix found in Table A-1

d. Comply with the cost-estimating requirements for capital construction projects as outlined in the P-120, PBS Cost and Schedule Management Policy dated November 2022.

e. The CMc shall provide detailed pricing information, the A/E shall provide an updated cost estimate, and the CMa shall provide an independent TPE.

f. Include Value Engineering where applicable.

g. The cost reconciliation shall be conducted in a workshop setting with representatives and experts available from each organization.

Workshops shall be virtual.

h. The cost reconciliation shall identify variances between the estimates, anomalies, ambiguities, and minor omissions.

i. The CMc’s review shall include assessing current market conditions, labor and material availability, constructability issues, and phasing or sequencing impacts.

j. The CMc shall facilitate the reconciliation of differences in the various estimates developed for the project.

k. If the reconciled costs are significantly under the (ECW), then the CMc proposed alternatives should identify opportunities to purchase greater efficiencies and quality after discussing future risk exposure.

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l. If the CMc’s design review estimate is over the ECW, the reconciliation may need further evaluation (i.e., “Bring in subcontractors to discuss risks driving costs or identifying details complicating fabrication, review subcontractor pricing. Is there more than one? Are costs aligned between subs for the same work?”). The CMc and its major trade subcontractors, vendors, or suppliers shall participate in reconciliation meetings.

m. If estimates from the A/E are over budget, direction must be given for them to meet their contract design to budget. The project team will need to develop ideas to facilitate options to realign the design to budget without impacting the program, facility operations, or security. The team should not leave the design progress phase without being within budget or with a solution to recover.

n. If the design (or its major cost elements) appears to exceed the ECW, the CMc shall propose alternatives that will deliver the project at or below the GMP Option. The CMc leads the PROPOSED ALTERNATIVES effort aided by the design team. The recommendations for changes to the design must be approved by the Government. PROPOSED ALTERNATIVES shall be based on a Life cycle cost analysis. The PROPOSED ALTERNATIVES effort is not a scope reduction process to lower the ECW to increase the potential shared savings.

5. PRELIMINARY PROJECT SCHEDULE AND ANALYSIS

Provide a detailed, time-scaled computer-generated project schedule with activities representing each portion of the work for the entire contract performance period. The project schedule shall be prepared using the Critical Path Method (CPM) for the planning, scheduling, and reporting of the work to be performed. The CPM scheduling software shall be capable of generating and depicting the longest path of the schedule network. Schedule activities shall accurately depict the contractor’s means and methods to complete the entire scope of work, including, but not limited to, activities of subcontractors, consultants, equipment vendors and suppliers, GSA, and others, as required.

6. CONSTRUCTION WORK SEQUENCING AND PHASING PLAN

The CMc shall submit a…