4935-3667-1165.1

ATTACHMENT A

SCOPE OF WORK

CONSTRUCTION MANAGEMENT SERVICES - 2026 CAPITAL BOND

General Services Required.

1. Act as the Owner’s representative during all designated phases of the capital projects and work with Project team to ensure owner’s cost, quality, and timely delivery of project goals are met. Advocate for the Owner’s interests of quality, timely, and cost-effective construction of the Project while maintaining professional relationships with Project team.

2. Monitor progress of all aspects of the Project.

3. Provide and distribute, throughout all phases, management reports detailing project progress, schedule, and financial status.

4. Assist the Owner in creation and implementation of format(s) to disseminate this information to the public at large.

5. Attend public meetings as a representative of the Owner.

6. Attend meetings, as needed, throughout design and construction, including but not limited Project team meetings and meetings with stakeholder groups.

7. Assist with establishing an in-District capital construction office as needed.

8. Provide systems for maintenance of related records, documentation, design data, drawings, correspondence, etc., pertaining to the construction program. Systems must be approved by District and maintained in a format that is both accessible to Owner and transferrable to Owner after the Project is completed.

9. Provide management to ensure compliance with all public-entity rules and regulations.

10. Develop material specifications consistent with District facilities- management standards.

11. Provide periodic presentations/tours as directed by the Owner.

Conceptual Planning Phase.

1. Develop an overall management plan for all projects to include preliminary master schedule, critical dates, preliminary contracting strategy for all projects, and other pertinent issues.

2. Assist Owner and/or project architects in the development of educational specifications for each project and convert program information into design criteria to be used by the consultants.

3. Verify projects and program master budget including cost projections for each project. Provide a financial management system including a cost model to maximize value within available funding through all phases of the work. Study and report on financial feasibility.

4. Develop a project reporting, communications, and documentation system to include progress, schedule, financial, and other information to be distributed to appropriate parties throughout all phases of the work.

5. Develop procedures for administration of the projects.

6. Develop and negotiate consultant contracts in conjunction with Owner staff when requested.

7. Assist with obtaining other consultants as required (e.g., survey and geotechnical).

Schematic Design Phase.

1. Provide general direction to the project consultants and architects. Monitor their activities and review all consultant products. Review and recommend the payment of consultant billings.

2. Provide a detailed design schedule. Monitor the design process by reviewing design documents for thoroughness and code compliance. Review cost estimates for each project in each phase of the design process.

3. Assist with value engineering and energy efficiency design protocols.

4. Assist with constructability analysis.

5. Coordinate the design process with the master schedule.

6. Work with the Owner and other consultants on the development of the Division 1

(Front End) Specifications for the administration of work during the construction process.

7. Assist with bid package format (designation of additive and deductive alternates, etc.).

8. Identify long-lead items and collaborate on processes to ensure timely delivery in alignment with the master project schedules.

9. Begin permitting processes.

10. Prepare local planning or zoning board applications.

11. Update master design and construction schedule.

Design Development Phase.

1. Confirm final selection of components and systems.

2. Assist with establishment of bidding schedule.

3. Establish general conditions planning.

4. Coordinate with governmental agencies and utilities.

5. Refine project budgets.

6. Evaluate and identify prospective responsible general contractors available to bid on projects.

Contract Document Review.

1. Conduct final pre-bid review of project manual(s), plans, and specifications.

2. Assist in preparation of instructions to bidders.

3. Prepare cash flow schedule based on updated master project schedule.

Bidding and Contract Award Phase.

1. Assist the Owner and its consultants with bid document preparation, bidding strategies, evaluation of bids, and notification of qualified bidders.

2. Take part in pre-bid conferences.

3. Assist the Owner in evaluation of bid responses and bid award in alignment with project master budgets.

4. Set disbursement schedules with contractor(s).

Construction Phase.

1. Attend construction meetings and on-site inspections as needed to monitor general and subcontractors’ work, including for conformance to codes and project design specifications.

2. Prepare and coordinate preparation of periodic progress and financial information reports required by the Owner; periodically brief Owner staff and the school board on project status, progress, and financial aspects. Update construction schedule(s) as required.

3. Confirm work completed and materials received and approve progress payments.

4. Track RFIs and coordinate responses with A/E of Record.

5. Communicate change orders and construction change directives to the superintendent or designee for authorization.

6. Work with general contractor to assure site safety and security during construction.

7. Track and communicate the Owner occupancy schedule(s).

8. Assist with punch list development. Confirm completion of identified punch list items.

9. Assist Owner with confirmation of substantial completion, temporary occupancy, and final occupancy.

10. Train Owner staff on building systems and coordinate turnover process.

Post-Construction Phase.

1. Participate in construction contract closeout activities, including punch lists, final payment, and release of retainage.

2. Assist with documentation of warranty issues for ongoing administration by Owner staff.

3. Provide final project closeout financial information with comparator(s) to master project budget(s).

Energy Incentives Coordination.

1. Consultant shall provide analysis and documentation necessary for the Owner to obtain the maximum amount of energy incentives available through the State of Oregon, the Oregon Department of Energy (ODOE), and/or local utility incentives.

2. Consultant’s responsibilities shall include but are not limited to: determining requirements for available incentives through cooperation with ODOE and the local utility; completing all required documentation for submission; and ensuring that all required timelines are met.

3. Consultant shall coordinate with the Owner to resolve any potential issues to ensure that documentation is submitted when required.

Other Services.

1. Assist the Owner in coordination, research, report preparation, and other tasks required for project execution (include FF&E and moving logistics).

2. Assist the Owner in communicating with its staff, community, and news media to enhance understanding and develop ongoing support for the projects.