2. SOW - NWZ AE IDIQ.pdf

USDA Forest Service Statement of Work – NWZ AE IDIQ

Statement of Work

Procurement and Property Services Field Procurement Operations

Northwest Zone (NWZ) Architecture and Engineering (AE) Professional Services IDIQ

USDA Forest Service Regions 6 and 10

January 2025

PART 1. - GENERAL DESCRIPTION

1.1 SCOPE OF WORK

A. This solicitation and any resulting contracts are for Architect-Engineering (AE) services.

AE services include: (1) professional services of an architectural or engineering nature associated with the development, design, construction, alteration, or repair of real property that are required by law to be performed by a registered, licensed or certified architect or engineer; (2) such other professional services as determined by the Contracting Officer, to require performance by a registered or licensed architect or engineer; and (3) incidental services that members of the architectural or engineering professions perform in conjunction with professional AE services.

B. This is an indefinite delivery, indefinite quantity (IDIQ) contract, multiple award. The duration of the Parent IDIQ contracts will be five (5) years from date of award. Professional services provided under this contract shall be performed against specific task orders issued by the Contracting Officer. Contractor shall furnish all services, materials, supplies, equipment, labor and transportation necessary to complete the tasks identified in the task order. The scope of work consists of, but is not limited to, all aspects of professional AE services including the generation of designs, drawings, specifications, engineering reports, sustainability analysis/life cycle analysis, preparation or review of contract packages, performing site investigations, as-built drawing creation/verifications, performing condition assessments and inspections, rating the load capacity of structures, reviewing the work of other engineers, providing drafting services, and providing construction support.

C. The Contractor shall be an AE Firm. Subcontractors performing specific design services shall be responsible to the prime AE firm. The Base Consulting Team shall be listed in the Initial Proposal. All personnel changes to this Base Consulting Team shall be submitted to the Contracting Officer at the time a Task Order is requested. Other consultants outside the base consulting team may be necessary depending on the scope of work included in individual Task Orders; these are to be submitted to the Contracting Officer at the time a Task Order is requested.

1.2 REQUIRED EXPERTISE

A. Furnish personnel to provide professional services for architectural and engineering design, construction, and analysis with qualifications, specialized experience, or demonstrated past performance to practice in the following disciplines, including but not limited to:

1. Architecture

2. Landscape Architecture

3. Geotechnical Engineering including structure foundations, roads, retaining walls, geologic hazard mapping, subsurface investigation, and repositories

4. Civil Engineering

5. Structural Engineering for buildings, bridges and engineered structures including design, condition assessment, evaluation, load rating and rehabilitation

6. Mechanical Engineering

7. Electrical Engineering

8. Industrial Process Control Engineering

9. Industrial Hygiene

10. Building Electronic/Telecommunication Engineering

11. Lightning Protection

12. Fire Protection Engineering

13. Energy Auditing

14. Surveying

15. Environmental Engineering

16. Engineering for Ecological Restoration

17. Water and Wastewater Engineering

18. Hydraulic Engineering and Hydrology

19. Historical Preservation and Rehabilitation

20. Acoustical Engineering

21. Materials Engineering including but not limited to testing and evaluation of soils, soil compaction, concrete, asphalt, steel, and other materials used in the construction of engineered facilities

22. Cartography

23. Traffic Engineering

24. Fluvial geomorphic stream survey and evaluation including aquatic organism passage studies, stream simulation design and lateral migration analysis

25. Construction Engineering

26. Engineering for towers including fire lookouts and communication towers

27. Dam Engineering

28. Geologic Hazard specialist

29. Value Engineering/Analysis

1.3 REQUIRED SERVICES

AE Services includes, but is not limited to, the following (see Sections 1.4, 1.5 and 1.6 for further breakdown of the three discipline areas, i.e. Environmental, Facilities and Transportation):

A. Surveys, inspections, review, analysis, planning, and design

B. The production design plans/drawings, specifications, cost estimates, and the preparation of bid/construction documents

C. Design review and code/regulations analysis of existing design documentation

D. The production of technical reports

E. The production of three-dimensional renderings and models

F. The production/verification of as-built drawings

G. The production of operations and maintenance manuals

H. Technical Training

I. Feasibility studies

J. Technical investigations at field locations

K. Topographical, and subsurface surveys and reports

L. Geotechnical engineering studies

M. Right-of-way plats

N. Traffic studies

O. Testing services

P. Scour analysis

Q. Hydraulics reports and flow studies

R. Surveying and/or sampling and analysis of hazardous materials and hazardous waste products including lead-based paint, asbestos containing materials, radon, and materials/substances (e.g., soil and water) potentially contaminated with heavy metals, petroleum products, and other hazardous substances.

S. Abatement of hazardous materials, such as: asbestos containing materials (ACM), lead-based paint (LBP), lead plumbing, radon, polychlorinated biphenyls (PCBs), mold, bacteria, or other hazardous chemicals or hazardous substances

T. Preparation of bid and construction documents for remediation of hazardous materials

U. Value Engineering or Value Analysis workshops

V. Construction Management Services and Engineering Support: Periodic or full construction inspection and review, submittal review, construction permit applications, preparation of contract modifications, responses to RFI's (Request for Information), contract record keeping, contract administration, project management and maintenance inspection, and engineering oversight of CERCLA removal actions and remedial actions

W. Dam work includes but is not limited to: hydrologic and hydraulic modeling, downstream hazard assessments, safety inspections, emergency action plans, spillway analyses, fish passage assessments, decommissioning studies and designs, analysis of ancillary structures

X. Specific requirements will be identified in individual task orders

1.4 ENVIRONMENTAL

A. Site Surveying and/or Assessments for Sites with Hazardous Materials/Waste products and Underground Storage Tanks (USTs), Abandoned Mines, Orphan Sites, and Sites under Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA).

B. Typical environmental reports and/or designs include but are not limited to the following: 1.

Site Investigations/Assessments, 2. Abbreviated Preliminary Assessments (APA), 3. Site Inspections/Risk Assessments (SI/RA), 4. Remedial Investigation/Feasibility Studies (RI/FS), 5. Engineering Evaluation and Cost Analysis (EECA), 6. Removal Designs (RD),

7. Engineering services during Time-Critical (TC) and Non-Time-Critical (NTC) Removal Actions, 8. Post-Removal Tasks (e.g., Operations, Maintenance, and Monitoring (OM&M)), 9. General environmental studies such as Human Health and Ecological Risk Assessments, Watershed Analysis, Wetland Delineation, Natural Resource Damage Assessments (NRDA), Data Gap Investigations, and National Environmental Policy Act (NEPA) Reports, 10. Surveys, sampling & testing, and analyses of sites contaminated with hazardous substances or hazardous waste, and 11. Abatement of hazardous materials, including asbestos containing materials, lead-based paint, radon, polychlorinated biphenyls, mold, bacteria, or hazardous chemicals.

C. CERCLA Activities are generally addressed through the National Oil and Hazardous Substances Pollution Contingency Plan (National Contingency Plan (NCP)), 40 CFR 300.

Contractor’s personnel shall demonstrate familiarity and experience with CERCLA activities and the NCP through previous work performed in the last ten years.

1.5 FACILITIES

A. Typical facility work includes but is not limited to: buildings and building systems, utilities, water systems, waste-water systems, building renovations, alternative energy systems, landscape areas, recreation facilities, parking, roadways, site planning, and condition surveys.

B. Building types include, but are not limited to: offices, residences, dormitories, warehouses, mechanic shops, laboratories, educational facilities, refrigerated nurseries and tree coolers, equine facilities, water and wastewater treatment facilities, hazardous materials storage, small hydroelectric power generation plants, communications buildings, and lookout towers. Buildings may be of historic status.

C. Typical recreation facilities and sites include, but is not limited to: trails, roadways, pedestrian bridges, visitor centers, picnic/day use areas, amphitheaters, campgrounds, off-road vehicle areas, snow play, warming huts, and other winter sports areas, comfort stations, shower facilities, utility systems, RV dumping stations, outhouses/restrooms, boat docks, pedestrian decks/overlooks and walkways, fishing platforms, kiosks, interpretive and portal signs, recreation rental structures including fire lookouts and cabins.

D. Planning services, such as master planning, facility programming, engineering reports, and feasibility studies.

E. Energy auditing, re/retro-commissioning, energy analysis for future building renovation or new construction, and life cycle cost analysis.

F. Architecture work analysis, planning, and inspection of buildings, facilities, and historic buildings for renovation, condition assessments, life safety, accessibility, treatment recommendations, maintenance plans, space planning, systems furniture

G. Landscape Architecture services including site analysis and planning, conceptual design and master planning, landscape design and green infrastructure, recreation planning and design, visual analysis and circulation.

H. Mechanical Systems including heating, ventilating, air conditioning, industrial exhaust systems, custom refrigeration systems, plumbing, fire protection systems, fuel or material piping systems, and the integration of controls into mechanical systems.

I. Electrical systems including lighting, power distribution, backup and standby power generation, custom designed monitoring, electromechanical, electronic and computer-based control system design, small scale hydroelectric power generation systems, lightning protection systems, building automation systems, industrial process control systems, the integration of controls into mechanical, power distribution systems, and special purpose control systems.

J. Industrial Process Control Engineering includes utility and mechanical systems supporting facilities, buildings, and sites.

K. Building Electronic/Telecommunication Engineering (IT Network design, IT rooms, access control systems, video surveillance systems, fire alarms, intrusion detection and control alarms/systems, advanced metering systems)

L. Alternate energy systems, including photovoltaic, biomass, or others.

M. Water systems: Potable and non-potable water systems including source, treatment, storage, distribution, and cross connection control.

N. Wastewater: blackwater, greywater, and stormwater systems including collection system, treatment and disposal.

O. Water and wastewater sampling associated with system evaluation, analysis, and design.

P. Industrial hygiene – identify and evaluate hazards, develop controls and protocols.

1.6 TRANSPORTATION

Typical transportation infrastructure work includes, but is not limited to the following:

A. Road design

B. Retaining wall design

C. Bridge and culvert design, rehabilitation, and repair

D. Pavement design and repair

E. Other structures (cattleguards, fords)

F. Asset condition and functionality assessment (pavement assessments, road and pedestrian/trail bridge inspections, rope access skills to support specialized inspections, traffic capacity analysis, road safety inspections, load ratings, scour analyses geomorphic assessments

G. Landslide stabilization/rockfall mitigation

H. Drainage path analysis

I. Quarry development (aggregate and rock materials, management plan development)

1.7 PERSONNEL QUALIFICATIONS

A. All design work, including the preliminary work, shall be performed by or under the direct supervision of professional AE, licensed in the State(s) where the asset is or will be located, as appropriate for the specific task order. The Architects/Engineers shall be qualified by education and experience to design the type of work included in each task order.

B. All drawings and specifications shall be signed and stamped by the Engineer(s), Architect or Surveyor responsible for the work.

1.8 OWNERSHIP OF DESIGNS/DOCUMENTS PREPARED FOR GOVERNMENT

A. All hardcopy and electronic format of designs, drawings, specifications, reports, calculations, notes and other works developed in the performance of this contract shall become the sole property of the Government and may be used on any other design or construction project without additional compensation to the Contractor. The Government shall be considered the "person for whom the work was prepared" for the purpose of authorship in any copyrightable work under 17 U.S.C. (US Code) 201(b). With respect thereto, the Contractor agrees not to assert or authorize others to assert any rights nor establish any claim under the design patent or copyright laws. The Contractor for a period of three (3) years after completion of the task order agrees to furnish all retained works on the request of the Contracting Officer. Unless otherwise provided in this contract, the Contractor shall have the right to retain copies of all works beyond such period.

1.9 SUBMITTALS

A. Submittal requirements will be included on Individual Task Orders.

1.10 FILE TRANSFER SYSTEM FOR DATA

A. The following describes typical file transfer requirements; however, each individual Task Order may provide directions for file and data transfer.

1. The Government BOX file transfer system shall be used to transfer all project data and correspondence to and from the Government. Details of this system will be supplied after contract award. The system will be used as the project data repository for the duration of the project.

2. The (GFP) Government Furnished Property items will be provided in electronic format only to the contractor via the Government BOX file transfer system.

3. All data for submittals, correspondence from and to the Contractor shall be electronic and be put on the project BOX site.

4. Date all submittals both folders and files on the date uploaded to BOX. For example, 20190320-ElectricalMaterials-260050.

5. Create a dated folder for each submission example: 20190320-Submittals02

6. Provide a multipage PDF for materials submittals, do not submit one PDF for each material.

7. Identify items in PDF in file name generally.

PART 2. - INITIAL PROPOSAL

2.1 LIST OF PERSONNEL AND CONSULTANTS

A. Offeror shall list all personnel and consultants via their SF-330.

B. The Base Consulting Team for this contract includes the personnel listed in 1.2 Required Expertise. The initial evaluation will be based on this group.

C. Prime Contractor Point of Contact, the principal and project manager of the prime contractor and consultants.

PART 3. - PROCESS FOR FUTURE TASK ORDERS AND PROPOSALS

3.1 TASK ORDERS

A. The Forest Service will provide a Task Order to perform any and all required services. The individual Task Orders will describe:

1. The nature and scope of the work required and expectations of the Forest Service for the performance of the work. A Prospectus and/or Design Criteria will be included with all Task Orders.

2. The performance period for the task. Including the submittal dates, percentage(s) of completion required, and review period timeline.

3. Any spreadsheets, templates, standard drawings, forms, or templates the government requires the AE to use during the design or construction management performance period.

4. Previous data or studies that might affect the performance of the work.

3.2 TASK ORDER PROPOSALS

A. The contractor shall provide a written proposal in PDF format to the Forest Service for review, and a detailed breakdown of each discipline, with a spreadsheet if required, in Excel/PDF format electronically. At the conclusion of negotiations, the Forest Service Contracting Officer will issue the appropriate forms to cover a description of work required, time for performance, special conditions, and the amount of the negotiated fee.

B. The intent is to award task orders on a firm-fixed price basis.

C. Individual Task Orders may include work that requires other types of consultants or engineers. Task Order Proposals shall contain resumes, costs and sufficient information to evaluate the experience and skills of the proposed team.

D. Labor Structure: Submit a Summary of Costs spreadsheet, containing the discipline, and level generally to be used (Architects, Engineers, Spec Writers, Cost estimators, Clerks, Draftsmen, etc.), as well as Direct Labor costs, Material costs, Travel costs and Other costs.

This format shall be used for all Task Order proposals. Specific Task Orders may require that this information be submitted on an Excel file to be used for tracking and invoice evaluation.

E. Work shall begin within 10 days of the receipt of Notice to Proceed for each project or as otherwise noted in the Task Order. All work shall be complete in the final form within the time specified in the contract.

F. The Base Consulting Team shall be listed in the Initial Proposal. All personnel changes to this Base Consulting Team shall be submitted to the Contracting Officer at the time a Task Order is requested. All other key personnel shall also be listed.

PART 4. - DESIGN STANDARDS

4.1 GENERAL

A. The Task Order will list additional standards, codes and design criteria as appropriate in addition to the following.

B. Applicable design standards will be included with individual Task Orders.

4.2 CODES AND STANDARDS

A. Forest Service Handbook and Manual direction (FSH and FSM) guide all architecture/engineering activities for Forest Service work.

B. The USDA, Forest Service Handbook requires compliance with the latest version of all codes and standards.

C. Adhere to the tenets of local, city, county or state jurisdictions, where requirements are more stringent than those listed.