2 SOW 2023 07 20.pdf

DB Contract Statement of Work

IRS Office Renovations

Panama City, FL 7/8/2023 i

Statement of Work for

Design-Build (DB) Contract

PROJECT INFORMATION

Project Name: Internal Revenue Service (IRS) Office Renovations

Project Number: N/A

Region: 4

Building Name: IRS Office (FL3007ZZ)

Building Address: 651 W 14th Street, Suite F, Panama City, FL 32401

Project Manager: Eric Sullivan

Building Manger: Scott McDivitt

SOW writer: Eric Sullivan

Dated: 7/8/2023

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TABLE OF CONTENTS

1 PROJECT DESCRIPTION

Project Type

Project Goals and Objectives

Project Delivery Approach

Reference Materials

2 GENERAL REQUIREMENTS

Contract Parties and Contract Work

Professional Ethics and Standards of Practice

Project Delivery Team Roles and Responsibilities

Owner’s Project Requirements (OPR)

Budget

Schedule

DB Contractor Team

Performance Objectives

Cost Management

Project Management Responsibilities

Electronic/Print Media

Document Security

Record Keeping

Construction General Requirements

3 SCOPE OF SERVICES

Design Stage

Construction Stage

Closeout Stage

4 ADMINISTRATION

Submission, Review and DB Contractor Fixed Price Table

Payment for Construction Delivery Phase Work

Travel

Reproduction and Delivery

DB Personnel Security Requirements

5 APPENDIX A - Owner’s Project Requirements

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1 PROJECT DESCRIPTION

This SOW is issued by the Public Buildings Service of the United States General Services Administration (GSA), Southeast Sunbelt Region, Atlanta, GA, hereinafter referred to as the “Government”, to obtain Design-Build Services from a General Contractor (GC) (also referred to as Offeror or Contractor) who shall be singularly responsible to satisfy the terms of the resulting contract.

This Design Build contract is for the design and construction for the renovations of the IRS leased office space (FL3007ZZ). IRS requests space modifications to their leased office space located at 651 West 14th Street, Panama City, FL 32401. The intent of these renovations is to remove the existing raised flooring and install new flooring, convert some office space into storage rooms/ file area, convert existing breakroom into an office, convert the existing restroom into a new breakroom, install power and data to new cubicles in the open office area, create a new interview room, waiting area, and conference room at the suit entrance, and paint the entire suite.

The project shall be limited to buildout in proposed building space, with limited alterations to the existing building to accommodate spatial and equipment needs as shown on the Design Intent Drawings (prepared by others). Limited work shall be done to the mechanical systems to ensure proper ventilation and to accommodate system zoning work where necessary.

Work shall include but is not limited to selective demolition of existing materials to accommodate the consolidated layout and new rated and non-rated partitions, doors, hardware, ceiling grids, light fixtures, new workstations/furniture, and coordination of existing building systems with installation of new electrical, communication, audio-visual, and mechanical systems. The goal is to create a complete a cost-efficient remodel of the Panama City to improve space and energy efficiencies.

Project Type This is a Repair/ Alteration project. This SOW requires that the A-E Contractor design for the necessary modifications required to support the IRS Design Intent Drawings. Space planning for this project has been performed by the IRS. To accommodate this new design, the A-E Contractor shall be responsible for producing a complete buildable set of construction documents that incorporates security, accessibility, architectural, electrical, mechanical, telecommunication, audio-visual, and fire life safety upgrades as necessary.

Project Goals and Objectives

GOALS:

To design and construct a fully functional office that complies with GSA standards and requirements.

Other project goals are as follows:

• Utilize sustainable design and construction strategies where applicable and practical.

• Recycle demolished materials when possible.

• Utilize and specify materials containing recycled materials.

• Utilize and specify low VOC products.

• Identify and abate potential environmentally hazardous materials.

OBJECTIVES:

• Expedite execution of the project using a Design-Build project delivery method. Successfully complete the design during the scheduled design phase. Successfully complete the construction during the scheduled construction phase.

• Allow for 24/7 operation of the building and minimal disturbance to its occupants during construction.

• Communicate with the GSA Project Team to coordinate utility outages to minimize disruption of mission.

• Provide professional and functional design for the GSA office space that meets or exceeds the PBS-P100.

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• Comply with all IRS security requirements.

Project Delivery Approach Work shall be performed by a qualified Design-Build contractor who follows the Design-Build project delivery method. The Design Build contractor is responsible for Design services provided by the Architect-Engineer firm during Project Design phase as well as Construction services provided during the Project Construction Phase. Security background reviews of all on site DB staff and workers is required as part of this project.

Reference Materials Design and construction work shall comply, at a minimum, with the latest edition and most restrictive of all applicable national and local codes and standards. Existing building Mechanical and Electrical Drawings will be provided to the successful bidder. The following items are included in the appendix of this document to aid the DB as reference material as it relates to the building conditions:

• Existing building floor plan.

• Proposed Floor Plan and Furniture Layout.

2 GENERAL REQUIREMENTS

The requirements set forth in this section apply to all stages and phases of the project as described in the Scope of Services section below.

Contract Parties and Contract Work The parties to this contract are the Contractor, hereinafter referred to as the Design-Build (DB) Contractor, and the United States Government. For purposes of this contract, the office representing the Government is the General Services Administration (GSA), Southeast Sunbelt Region, Public Buildings Service, Gulf Coast Service Center Division, Florida North Field Office, hereinafter referred to as the GSA.

The individual authorized to act on the behalf of the GSA in the administration of this contract is the GSA Contracting Officer. The GSA Contracting Officer may delegate certain of his or her authorities to others, and if so, will notify the DB Contractor in writing of the specific authorities delegated to, and limitations placed upon, named authorized representatives. The DB Contractor shall not take any direction, or act upon any information, from individuals other than those having the requisite authority as confirmed by the GSA Contracting Officer’s written notification.

This contract includes both Design Stage services and Construction Stage work, all to be performed by the DB Contractor. Design Stage services include providing Design Concept, Design Development and Construction Document services. Construction Stage work includes performing construction in conformance with the performance specification provided in Appendix B. The DB Contractor shall proceed with the Design Stage services upon receipt of the GSA notice to proceed with that portion of the work. The GSA will issue a notice to proceed with the Construction Stage work upon completion of the Design Stage services and the GSA approval of the DB Contractor final Construction Document submission.

The DB Contractor shall be the Architect of Record for the project and shall bear all responsibilities and liabilities attendant thereto.

The specific activities, tasks, and deliverables required of the DB Contractor are further delineated in this Statement of Work.

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Professional Ethics and Standards of Practice In the conduct of all activities required for or otherwise related to the performance of the contract work, the DB Contractor shall conform to and uphold all established ethical principles and professional standards of practice governing the DB contractor segment of the construction industry, including the International Union of Architects (UIA) Accord on Recommended International Standards of Professionalism in Architectural Practice, the American Council of Engineering Companies (ACEC) Ethical Guidelines, and the tenets of professional ethics contained in the Design- Build Institute of America (DBIA) Design-Build Manual of Practice.

Project Delivery Team Roles and Responsibilities In the performance of the requirements of this contract, the DB Contractor shall work in concert with other parties on the Project Delivery Team. The Project Delivery Team will include other contractors, the GSA personnel, customer agency representatives, and other stakeholders. The GSA will develop, periodically update, and maintain throughout the course of the project, a listing of the Project Delivery Team membership and respective roles and responsibilities.

The GSA may engage other parties to perform specialized duties and requirements as appropriate for the project.

Owner’s Project Requirements (OPR) The Design Stage services and Construction Stage work under this Statement of Work must comply with the GSA owner’s project requirements (OPR) documentation provided in Appendix A.

Budget The estimated range for construction costs is between $250,000 and $500,000 which includes the DB Contractor fixed price for design services.

Schedule Project design duration is estimated at 60 calendar days and construction at 120 days for a total anticipated project duration of 180 days.

DB Contractor Team The DB Contractor shall provide experts in disciplines listed in PBS-P100, Facilities Standards for the Public Buildings Service, and as otherwise required in this section, with credentials as indicated, as they apply to this project. The DB Contractor shall provide sufficient staff of project managers, architects, design engineers, field engineers, superintendents, inspection and testing engineers, scheduling specialists, cost engineers, clerical, and accounting personnel, etc. to perform the required work.

At a minimum, the DB Contractor key team members shall consist of the following:

• Project manager

• Architectural designer

• Engineering designers - all disciplines used.

• Construction superintendent

The DB Contractor shall utilize the personnel named in its offer to perform the services required under this contract. In the event that any of the personnel named in the DB Contractor accepted proposal (incorporated into this contract by reference) become unavailable, the DB Contractor shall promptly submit a complete written resume for a proposed substitution, any other information necessary for the GSA to approve or disapprove, and a detailed explanation of the circumstances necessitating the proposed substitution.

In addition to the key team members identified above, the DB Contractor shall provide administrative, clerical, and technical personnel as necessary to perform the services required under this contract.

During the performance of the services required under this contract, the DB contractor shall obtain the GSA written consent before making any substitution for subcontractors and outside associates or consultants specifically identified and agreed to during negotiations.

See FAR 52.236-5, Material and Workmanship, regarding removal of any employee deemed incompetent, careless, or otherwise objectionable.

See also FAR 52.244-4 regarding subcontractors and outside associates and consultants.

Performance Objectives

2.8.1 Standards and Criteria Documents

Applicability

All services must be conducted in accordance with the documents listed below. The applicable version of each document shall be the version current at the time of award of this contract. In the event of a conflict between the requirements stated in these documents and requirements provided elsewhere in this Statement of Work, the requirements in the Statement of Work will prevail.

Document List

PBS-P100, Facilities Standards for the Public Buildings Service, including all applicable standards, criteria and guides listed therein Design Stage submissions must comply with PBS-P100 Appendix A unless otherwise indicated in this Statement of Work.

[The following documents are in addition to those contained in PBS-P100.]

PBS P-120, Project Estimating Requirements for the Public Buildings Service

PBS PQ-251, Value Engineering Program Guide for Design and Construction, Volume 2, Contracting Officers and Professional Services Contractors

Americans with Disabilities Act 1990 (ADA) and Architectural Barriers Act Accessibility Standard (ABAAS)

Building Owners and Managers Association International (BOMA), ANSI Z65.1, Office Space Measurement Standard

ANSI/ASHRAE 62-1939, Ventilation for Acceptable Indoor Air Quality Standard

Section 504, Rehabilitation Act of 1973, as amended. Randolph-Shepard Act.

Public Law 102-393, Section 13, September 1992

Public Law 02-486, Energy Policy Act 1992

Occupational Safety and Health Administration

American Society of Heating, Refrigerating and Air Conditioning Engineers

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DB Contract Statement of Work

Uniform Federal Accessibility Standards (UFAS)

US Green Building Council (USGBC)

Reporting fringe benefit for excess parking expenses

OMB Memorandum M-12-12 Section 3: Reduce the Footprint

Guiding Principles for Sustainable New Construction and Major Renovations

PBS Construction Specifications Format and Guidelines

PBS Order 3490.1A “Document security for sensitive but unclassified paper and electronic building information”

Technology Policy for PBS Owned Buildings Monitoring and Control Systems

Building Technologies Technical Reference Guide_FINAL_6.24.11

2.8.1.3 High Performance Green Buildings

To meet the requirements of E.O. 13423 and the Energy Independence and Security Act (EISA) of 2007, the project must meet the following:

A. Minimum Performance Criteria for Recovery Projects for Existing Buildings and Limited Scope including the referenced:

B. High Performance and Sustainable Buildings Guidance 12/1/08

For A. above, Project does not need to meet reporting requirements for recovery project, only requirements that are applicable.

Any conflicts or ambiguities within or among the referenced standards and criteria documents, or any deviations from requirements contained in the standards and criteria documents, must be reported to the GSA in writing, for determination as to applicability.

2.8.2 Sustainable Design/LEED®

The GSA is committed to incorporating principles of sustainable design and energy efficiency into all its building projects.

The DB is responsible for incorporating the following sustainable design objectives in design and construction of this project. Designs shall meet the requirement of P100. The DB shall provide a narrative at each submission explaining how the design has incorporated sustainability.

• Optimize Energy Use

• Protect and Conserve Water

• Use Environmentally Preferable Products

• Enhance Indoor Environmental Quality (IEQ)

• Optimize Operational and Maintenance Practices http://www.wbdg.org/design/minimize_consumption.php http://www.wbdg.org/design/conserve_water.php http://www.wbdg.org/design/env_preferable_products.php http://www.wbdg.org/design/ieq.php http://www.wbdg.org/design/optimize_om.php

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Green Purchasing Plan

GSA is required to buy recovered materials as designated by the U.S. Environmental Protection Agency (EPA) through the comprehensive procurement guidelines (CPG). Information can be obtained about the EPA list of designated products and accompanying recycled–content recommendations on the internet at www.epa.gov/cpg. Additional requirements for use of biobased, rapidly renewable content, and recycled content materials are as per P100 2010 page 94.

C&D Waste Management Requirements

GSA's minimum requirement is to divert 50% of C&D waste from landfills/incinerators, with a higher goal of 70% diversion. The design specifications completed by the A/E must be consistent with these goals. The A/E must include the template Construction Waste Management and Disposal specification in the design. This document is a template and must be tailored to the project. The A/E must also include the C&D Waste Management Report form as an attachment to the specification. Templates for both documents are attached to this document.

Waste Management Plan

A waste management plan shall be submitted at the completion of construction documents phase of the project or within 14 days of date established for the Construction Notice-to- Proceed. The plan includes at the minimum the following requirements:

• Describe strategies for minimizing waste.

• During project planning, include a bulk estimate in weight (tons) or volume (cubic yards) of waste diverted and anticipated weight/volume for materials going to landfill.

• Anticipated recycling revenue: Shall be factored into contractor bid and contractor should provide an estimate of the recycling proceeds amount.

• Final rates based upon weight (tons).

• List of diversion facilities and disposal activities to be used. (Include name, location, and phone number)

Waste Management Monthly Reports

Contractors are required to submit a monthly waste management report that details the amount of C&D waste by material diverted/recycled as well as the amount sent to landfill on the project. These reports shall be submitted to the GSA PM and/or COR in electronic format.

Miscellaneous Green Requirements

In addition, the contractor shall develop the design in a way that implements the following environmental objectives:

• Eliminate or reduce the generation of hazardous waste and the need for special material processing (including special handling, storage, treatment, and disposal).

• Promote the use of nonhazardous and recovered materials.

• Realize life-cycle cost savings.

• Promote cost-effective waste reduction when creating plans, drawings, specifications, standards, and other product descriptions authorizing material substitutions, extensions of shelf-life, and process improvements.

• Promote waste reduction through the use of duplexing (two-sides copying and printing) and electronic communications.

2.8.3 Fire Protection/Life Safety

Except as otherwise indicated in referenced programming documents, fire protection and life safety design requirements must comply with PBS-P100, Chapter 7. As provided in PBS-P100 Chapter 7, NFPA 101 is the primary applicable standard. In cases where NFPA is silent on an issue, and IBC addresses the issue, the IBC requirement will apply.

http://www.epa.gov/cpg

For all projects involving fire protection engineering issues, the DB contractor shall have a registered fire protection engineer on the project team. A dialog must be established between the design team fire protection engineer and the GSA regional fire protection engineer. The GSA regional fire protection engineer shall have the right to revise the specific requirements within this chapter based on a technical evaluation/analysis and the project’s specific need.

Cost Management

2.9.1 Cost Estimating

This project utilizes a fixed price contract for the design and construction services.

The fixed price as provided in the DB Contractor proposal, including any modifications thereto as a result of final contract negotiation, shall serve as the construction budget for the project at the time of award of the DB contract.

Before the start of the Design Stage, the DB Contractor and the GSA must agree on DB Contractor breakdowns of the construction budget. Schedule of Values.

GSA will review the DB Contractor cost estimates to assure that:

• Line-item breakdowns are correct and consistent.

• All design elements are included.

• Unit costs are reasonable.

The DB Contractor shall be responsible to reconcile any significant differences between the updated construction budget breakdowns and the previously agreed upon breakdowns.

Construction Cost Management

This contract is for a fixed price for the construction services.

Project Management Responsibilities

2.10.1 Communications Plan

The DB Contractor shall assist the GSA in developing and complying with a project communications plan. This plan will be used and maintained throughout the project and modified as necessary to suit each project phase.

The DB Contractor contractual responsibility is to the GSA only and not to other contractors, tenant agencies or local community interests where the project is located. The DB Contractor shall direct all questions and requests from tenant agencies and local community interests to GSA. Prior to contacting any parties other than the GSA regional personnel, the DB Contractor shall confirm all meetings and/or communications with the GSA.

The DB Contractor shall not release any oral, written, or graphic information regarding this project to outside sources without obtaining prior consent from the GSA. All requests for information concerning the project must be referred to the GSA for response.

All presentations to non-GSA entities must be first approved by the GSA.

2.10.2 Detailed Project Schedule Development and Maintenance

The GSA overall project schedule is provided above in the Schedule section of these General Requirements.

Before starting any other work, the DB Contractor shall develop and provide a detailed schedule in Microsoft Project® or other approved scheduling software for completion of all Design Stage activities, tasks, and submissions required herein, leading up to and including the final

Panama City, FL 7/8/2023 construction documents submission(s). The schedule shall include the 15 nationally agreed-to milestones as appropriate. After the DB Contractor receives notice to proceed with the Construction Stage work, the DB Contractor shall provide and maintain a detailed schedule in Microsoft Project® for completion of all Construction Stage activities, tasks, and submissions required herein. The DB Contractor schedules shall itemize all required submission dates and review durations and must conform to the milestones and durations provided in the GSA overall schedule and the Submission, Review, and schedule provided below in the Administration section.

The DB Contractor shall provide monthly schedule updates to the GSA, showing progress on and completion of all required Design Stage services and Construction Stage work. If the schedule updates indicate that previously approved schedules may not be met, GSA will give immediate notice and request appropriate recommendations from the DB Contractor.

Refer to FAR 52.236-15 Schedules for Construction Contracts and to the Scope of Services Construction Delivery Phase section for additional schedule requirements.

2.10.3 Project Progress Meetings/Presentations

During the Design Stage, the DB Contractor shall host project progress meetings, and/or presentations, with the GSA and primary tenant group heads as required to keep all parties apprised of the design progress/status and impending activities. These meetings may coincide with meetings/presentations required below under the Scope of Services. The DB Contractor shall host special project technical meetings as needed involving project delivery team technical disciplines.

After construction begins, the DB Contractor shall conduct and a GSA representative and/or consultant will attend weekly progress meeting(s) and weekly subcontractor meeting(s). The DB Contractor shall also attend construction oversight meetings with representatives from the GSA and the Project Delivery Team on a monthly basis.

2.10.4 Meeting Agendas, Attendance, Minutes and Correspondence

The DB Contractor shall prepare and distribute an agenda for each DB Contractor hosted project meeting, in advance of the meeting date.

DB Contractor representation at all meetings shall include those individuals having knowledge of the agenda topics and authority to make decisions and commit resources.

The DB Contractor shall provide minutes of all DB Contractor hosted project meetings and presentations to all attendees identifying new and unresolved old action items and associated responsible parties. Minutes must be provided within seven calendar days after each meeting.

The DB Contractor shall reply to correspondence from the GSA, outside agencies, GSA contractors and construction subcontractors within 7 calendar days.

2.10.5 Design Quality Assurance

The GSA requires that DB Contractor design submissions undergo two general types of design review: owner’s review and codes and standards review. The GSA staff and GSA customer agencies will conduct reviews of all DB Contractor design submissions. In addition to the GSA reviews, the following design quality assurance services will be performed during the Design Stage as further indicated under the Scope of Services below.

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Owner’s Review

GSA or its contractor will perform owner’s reviews and provide thorough and detailed written review comments. The purpose is to ensure that established functional, aesthetic, and spatial requirements of the project are satisfied.

GSA or its contractor will conduct owner’s reviews to assure that:

• The design is responsive to the GSA program goals, objectives and priorities.

• The renovated facility can be efficiently operated and maintained.

• The design adequately and efficiently accommodates the space program.

• Interests of local community groups and other external stakeholders are considered and accommodated to the extent possible.

Codes and Standards Review

GSA or its contractor will perform codes and standards reviews and provide thorough and detailed written review comments. The purpose is to ensure that the proposed design complies with applicable regulations, codes, and standards referenced in the standards and criteria documents listed above under performance objectives.

Constructability

Constructability of the project as designed is the sole responsibility of the DB Contractor. To ensure that the design can be constructed within schedule and budget and that the sequencing of construction is planned for optimum efficiency, the DB Contractor should assure that:

• The level of design complexity is consistent with the project’s schedule and budget constraints.

• Materials, processes, equipment, and labor are appropriate and available.

• Construction work required is in conformance with standard construction practices, and equipment, products, materials, fixtures, etc. are readily available in the marketplace, to the maximum extent possible.

• Building systems are compatible and viable.

• Drawings and specifications are complete and thoroughly coordinated among disciplines.

• Defects, omissions, inconsistencies, conflicts, and ambiguities in documents are identified.

• Drawings are coordinated for multiple construction phases, if applicable.

• Site and building access, logistics, available storage, and tenant occupancy requirements are accommodated.

• Existing conditions are shown correctly and adequately.

• Construction options and unit prices are logical, thoroughly described, and understandable.

• Construction details are appropriate, complete, thoroughly described, and workable.

• General requirements items are thorough and properly addressed.

• Construction documents and construction phasing provide for continuous use of all building systems (including phone, data, fire alarm, security etc.) during all construction.

• Construction duration, phasing, and subcontracting plans are reasonable and logical.

Design Review Procedures

The DB Contractor will coordinate all design reviews and prepare design review reports. For the DB Contractor final design concept submission and each subsequent submission, the DB contractor will coordinate with the reviewing parties as necessary to reconcile any conflicting comments and consolidate all reconciled design review comments into a single design review report.

• All reviewing parties are required to return comments no later than 5 calendar days prior to the end of the corresponding review period shown in the Design Stage Submission, Review, and DB Contractor Fixed Price Table in the Administration section below.

• The DB will prepare and submit the design review report with written responses within 5 calendar days after the comment due date.

Electronic/Print Media

2.11.1 Computer Aided Design (CAD) Standards

Starting with the design development submission all drawing materials provided by the DB Contractor, including final as-built drawings, must conform to the GSA PBS computer aided design (CAD) standards. Go to http://www.gsa.gov/cifm for requirements.

2.11.2 Other Electronic Documents

In addition to any hardcopy submission requirements, all design submissions must also be submitted in an electronic format. All electronic media must be in a form readable by standard office automation applications.

2.11.3 Plans and Specifications

Provide 6 hardcopy sets of plans and specifications at each required design development and construction documents submission. The size of prints (e.g. full/half-size plans) will be as directed by the GSA.

Document Security Sensitive but unclassified (SBU) building information will be generated and/or must be disseminated to and stored by various parties in the course of executing this project. SBU building information is information that, if misused, poses a potential security risk to a building, its occupants, and visitors, and/or its contents. The DB Contractor shall comply with the requirements regarding SBU building information in the contract document.

2.12.1 Documents

As used in this section, the term “documents” means any media or devices used to capture, store, and transmit information, including printed images and electronically or optically stored forms of graphic and written information, as well as physical or virtual models.

2.12.2 Identification and Labeling/Marking

Original DB contractor generated documents that contain building information must be reviewed with the GSA to identify any SBU content, before the original or any copies are disseminated to any other parties. If SBU content is identified, the DB contractor shall affix SBU document labels/markings to the original documents and all extant copies, as instructed by the GSA, prior to any dissemination.

2.12.3 Copying from Labeled/Marked Documents

Any documents containing SBU content copied from SBU labeled/marked documents must have the same SBU labels/markings affixed unless the copies are redacted and reviewed as provided below.

2.12.4 Redacting

The DB Contractor may redact complete or partial copies of SBU labeled/marked documents to remove or completely and unalterably obscure the SBU content. The DB Contractor shall review the redacted copies with the GSA to ensure that all SBU content has been removed or obscured.

Copies so redacted and reviewed are no longer subject to these requirements regarding SBU building information.

2.12.5 Safeguarding and Storage

The DB Contractor shall properly safeguard any documents bearing SBU labels/markings at all times while those documents are in DB Contractor possession. Access to such documents when in use by the DB Contractor must be limited to individuals having a need to know the content in order to perform work required under this contract. When not in use, SBU labeled/marked documents in DB Contractor possession must be securely stored such that they can be retrieved only by those individuals having a need to know the content.

2.12.6 Dissemination

Other than within the Project Delivery Team, the DB Contractor shall disseminate SBU labeled/marked documents only to parties assigned or authorized to perform a role in the execution of the project and having a resultant need to know the document content. Documents may be disseminated in face-to-face meetings, by courier or secure shipment with evidence of delivery, or by electronic transmission. Electronic transmission of SBU information shall be encrypted as provided in current National Institute of Standards and Technology (NIST) data encryption standards and cryptographic module security requirements for processing SBU information.

2.12.7 Destruction

SBU content that is no longer needed shall be purged from all SBU labeled/marked documents and destroyed, or the complete document shall be destroyed, such that the SBU content is rendered unreadable and incapable of being restored. Data storage devices containing SBU information that is no longer needed shall be destroyed or the SBU content shall be erased using a permanent erase utility or comparable method.

2.12.8 Reporting

The DB Contractor immediately shall report to the GSA any known or suspected instances of improper dissemination of SBU information, or other circumstances in which the security of SBU information may be compromised.

2.12.9 Subcontracts

The DB Contractor shall incorporate provisions in all applicable subcontracts as necessary to ensure compliance with all requirements provided in this Document Security section.

Record Keeping The DB is responsible for preparing correspondence and other documentation and maintaining accurate and detailed records of the project's progress during each Phase. The DB is responsible to maintain records so as to facilitate document storage and retrieval. Refer to the Scope of Services section below for detailed requirements for project documentation.

Construction General Requirements The construction specifications must be prepared following the CSI MasterFormat 2020 Version and must include Division 1 General Requirements edited to GSA requirements. Additional Construction Stage requirements are provided in the Construction Stage section of the Scope of Services below.

3 SCOPE OF SERVICES

The DB Contractor shall perform all services described in this Scope of Services (including services required under exercised options, if any) in accordance with applicable requirements and provisions set forth in the General Requirements above.

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Design Stage

3.1.1 Construction Documents (CD) Phase

Conduct a Kick-Off Meeting with principal Project Delivery Team members and stakeholders prior to the start of work on the design. This time shall also be used by the project delivery team for field investigation. The meeting will facilitate analysis of building systems and components as applicable. Conduct analyses and provide supporting documentation for systems Selections as applicable.

3.1.2 In-Progress CD (35% & 95% Design) Submissions

For all construction work to be self-performed and for each planned construction subcontract work package, prepare and submit separate in-progress CD submissions in accordance with PBS-P100 construction document submission requirements as they pertain to the scope of the construction work. The submissions must consist of plans, specifications, cost estimates, and related design narrative including calculations.

For all construction work to be self-performed and for each planned construction subcontract work package, provide an in-progress construction specification, including Division 1 General Requirements sections emphasizing project phasing, contractor requirements and preliminary project-specific construction management issues. The construction specification must be prepared following the GSA MasterFormat 2020 Version and must include Division 1 General Requirements developed to a level corresponding to the level of completion of design.

Coordinate Division 1 requirements with the GSA.

Reconcile review comments and provide the GSA with written responses to all comments.

3.1.3 Final CD (100% Design) Submissions

For all construction work to be self-performed and for each planned construction subcontract work package, prepare and submit separate final CD submissions in accordance with PBS-P100 construction document submission requirements as they pertain to the scope of the construction work. The submission must consist of plans, specifications, cost estimates, and design narrative, including calculations.

For all construction work to be self-performed and for each planned construction subcontract work package, provide a final construction specification, including Division 1 General Requirements sections emphasizing project phasing, contractor requirements and project-specific construction management issues. The construction specification must be prepared following the GSA MasterFormat 2020 Version and must include Division 1 General Requirements.

Construction Stage Upon receipt of notice to proceed with the Construction Stage work, the DB Contractor shall perform all services described in this section as a part of the Construction Stage work.

3.2.1 Construction Delivery Phase

Construction Start Coordination

Pre-Construction Conference

Participate in the pre-construction conference.

Preconstruction Photographs

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Provide professional-quality digital color photographs of different views of the existing site and/or building(s). Views should include each exposed exterior side of the building(s), all significant interior spaces, and selected typical interior spaces. Views selected should be suitable to serve as “before” photographs for comparison with final photographs to be taken after the construction is complete.

Provide a flash drive containing all photographs. Photographs shall be in JPEG format with a minimum resolution of 300 dpi when opened to 8 inches by 10 inches.

All prints and digital images must be accompanied by a statement signed by the photographer (or his or her authorized representative) allowing the GSA to reproduce the images without compensation in print and electronic media.

Construction Administration

Schedule of Values

Prepare and submit schedule of values for the GSA approval.

Construction Delivery Phase Recordkeeping

Refer to Division 1 of the DB contract performance specification for requirements.

Construction Progress Reporting

Refer to Division 1 of the DB contract performance specification for requirements.

Construction Safety Program

Refer to Division 1 of the DB contract performance specification for requirements.

Project Progress Meetings

Refer to Division 1 of the DB contract performance specification for requirements.

Construction Schedules

The DB Contractor shall provide and maintain construction schedules in accordance with the requirements provided in Division 1 of the DB contract performance specification.

Submittal Processing

Prepare and submit a submittal schedule in accordance with Division 1 of the DB contract performance specification. Ensure that all subcontractors understand, agree to, and conform to their respective roles, responsibilities, and timeliness requirements for submittal processing.

Promptly correct and resubmit any submittals returned unapproved, allowing sufficient time for re-review in order to maintain the project schedule.

Upon receipt of submittal approvals, coordinate as necessary with all involved subcontractors.

Refer to FAR 52.236-21, Specifications and Drawings for Construction, for further submittal and shop drawing review requirements.

Expedite the processing of submittals to minimize approval times.

Inspections and Testing

Conduct inspections and tests as required by the construction specifications.

Clarifications/Requests for Information/Change Orders

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Each RFI must include a specific description of the issue requiring clarification, citing the specific related contract documents requiring clarification. RFI’s should only be submitted after performing due diligence to confirm that the contract requirements in question are in fact unclear or otherwise inadequate.

Upon receipt of the response to each RFI submitted, coordinate the response with all involved subcontractors to ensure understanding and appropriate action.

Provisions for use of the GSA share of shared savings will apply if the GSA agrees that additional work to be performed by the DB Contractor as a result of resolution of an RFI is beyond the scope of work upon which the ECW was previously based. See the clause entitled Design-Build Contract Guaranteed Maximum Price with Construction Contingency Allowance.

DB Contractor As-Built Drawings and Specifications

The DB Contractor shall update CAD drawings (as-built drawings) and electronic specifications (as-built specifications), at least monthly, to document changes that occur during construction.

DB Contractor Payment Requests

Update the construction schedules monthly prior to each payment request. Provide documentation evidencing the cost of work performed to be included in the payment request.

Allowable costs shall be in accordance with FAR 31.105 and 31.2.

Before submitting each payment request, meet with GSA to review the advance copy of the construction progress report. Ensure that GSA is in agreement as to the progress of the construction work and the value of the work completed.

Based upon agreed value of work completed, submit monthly payment requests to the GSA.

Construction Checklists

Complete the construction checklists as the work is accomplished.

Turnover Process

Substantial Completion

Prior to substantial completion, assist the GSA in conducting a pre-final walk-through with tenant agencies.

Punch-List

After the GSA certification that the work or each designated portion thereof is substantially complete, assist the GSA in conducting a final inspection and preparing a punch-list documenting remaining work.

Participate with the GSA in conducting follow-up inspections to administer resolution of punch-list items, involving the tenant agencies and other stakeholders as appropriate.

Operation and Maintenance (O&M) Manuals Submittal

Prepare and submit complete and properly organized O&M manuals as required in accordance with Division 1 of the DB contract performance specification and the final construction specifications.

Warranties, Guarantees and Certificates

Prepare and submit warranties, guarantees, and certificates, ensuring that the GSA rights and responsibilities are clearly defined.

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Final As-Built Drawings and Specifications

The DB Contractor shall prepare and submit final CAD as-built drawings and electronic as-built specifications for review and approval at the completion of the construction.

Material Samples, Attic Stock and Spare Parts

As a condition for the GSA certification of substantial completion, provide an inventory list of all attic stock items to be turned over to the GSA at close-out.

Closeout Stage

3.3.1 DB Contract Closeout

• Resolve all remaining punch-list items.

• Submit release of claims.

4 ADMINISTRATION

Submission, Review and Project Milestone and Performance Period Table

The table below lists the Design Stage activities and corresponding GSA review periods as described in the Scope of Services under Section 3 above.

Stage/Phase/Submission Submission Due Within Review Period* Duration* After

In-Progress 35% CD Submission 25 Design Stage NTP 5

In-Progress 95% CD Submissions 20 Following Receipt of 35% Review

Comments

Final 100% CD Submission 5 Following Receipt of 95% Review

Comments

NA

* Durations and Review Periods listed are in Calendar Days.

Payment for Construction Delivery Phase Work Refer to FAR 52.232-5 Payments under Fixed-Price Construction Contracts and FAR 52.232-27 Prompt Payment for Construction Contracts.

Travel Unless otherwise indicated in the Scope of Services sections, the DB Contractor is responsible for travel costs to support the requirements contained in this Statement of Work, including all progress meetings, workshops, reviews, and site visits. The DB Contractor shall assume all travel will be within the vicinity of the project site except as specifically indicated otherwise in the Scope of Services section.

Reproduction and Delivery Printing, reproduction, and delivery costs necessary for execution of this contract are included the contract price.

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DB Personnel Security Requirements Refer to the GSA HSPD-12 Personal Identity Verification and Credentialing Standard Operation Procedure (SOP) at http://insite.gsa.gov/graphics/staffoffices/personalidentity.pdf for further guidance.]

In the performance of work required under this contract, all DB personnel must present proper identification to gain access to occupied building areas housing federal operations. DB personnel means DB employees and DB subcontractor employees at all tiers. This requirement does not apply to unoccupied building areas under construction, provided that access to any adjacent or surrounding occupied building areas housing federal operations is separately controlled.

DB personnel requiring daily/weekly access to occupied building areas housing federal operations, over a period of 180 days or more, shall undergo background investigations conducted by the United States Government, and will be issued Government-wide standard secure and reliable forms of identification issued by the Federal Government (i.e., federal personal identity verification (PIV) credentials) as required under Homeland Security Presidential Directive-12 (HSPD-12). Credentialed DB personnel must wear their PIV credential cards visibly above the waist at all times while in occupied building areas housing federal operations.

4.5.1 SECURITY CLEARANCE REQUIREMENTS

The Contractor shall agree to insert terms that conform substantially to the language of this clause, including the following, in all subcontracts:

• Background Investigations will be conducted for all contractors working on this project.

• The Tenant Agency (IRS) will perform background checks on all contractors.

• The contractor is responsible for providing a list of employees, including all subcontractors who will be working on this project so that the TA can conduct a background investigation.

The Contractor shall not be allowed to maintain keys to Tenant Agency (TA) space or permitted to have access to TA space without the approval of the TA, Physical Security Unit.

It is the responsibility of the Contractor to ensure all contractor personnel are in full compliance with applicable Immigration and Naturalization Service, US Department of Justice, Employee Eligibility Verification requirements, such as those set forth in Title 8, U.S.

Code, Section 274a.

Access to TA facilities, property, or information, will be granted only where such access is clearly consistent with the mission and responsibilities of the TA. If, for any reason, a contract individual is denied access to any TA facility, property or information, the TA will not disclose to the contractor the reason for denial and will only make such disclosure to the affected contractor employee pursuant to the provisions of the Freedom of Information or Privacy Acts. The TA will not be liable for any expense in the replacement of the individual, or any costs incurred by the contractor as a result of such denial. It is the policy of the TA that these individuals already employed by the contracting organization/ individual (i.e., that the individual’s employment does not hinge upon an access or security clearance determination by the TA), and the TA will assume no liability between the contracting organization and its employees as a result of this procedure.

4.5.2 Subcontracts

The A-E shall incorporate provisions in all applicable DB subcontracts as necessary to ensure compliance with all requirements provided in this DB Personnel Security Requirements section.

http://insite.gsa.gov/graphics/staffoffices/personalidentity.pdf

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5 APPENDIX A - Owner’s Project Requirements

Design must incorporate requirements for use of biobased, rapidly renewable content, and recycled content materials as per the P100. Specifications must require construction contractor to provide detailed report and certification as described in FAR 23.4 and 552.223-9 that the requirements have been meet.

Complete interior demolition and construction as required by IRS design intent drawings (DIDs). Work will include demolition, construction, removal of all raised flooring, painting all interior walls and trim to an IRS approved color and installation of new flooring selected by IRS.

Construction must be completed in two (2) separate phases:

Phase 1. Taxpayer Assistance Center (TAC), also known as a “walk-in office” or “customer service area”, provides taxpayers with face-to-face assistance and services.

Phase 2. General Office (GO), a secured, open area office space where most of the employees’ work.

Noise Reduction/Space Control. For employee safety and to reduce noise temporary construction portions are required to section off the space for each phase or phases prior to construction. The walls also provide the added convenience for crews to enter and exit the space with somewhat less restrictions and traffic.

NOTE: Perform demolition after working hours (after 6pm Monday through Friday, or anytime Saturday and Sunday.)

• Remove the existing raised flooring and install new flooring.

• Convert some office space into storage rooms/ file area.

• Convert existing breakroom into an office.

• Convert the existing restroom into a new breakroom.

• Install power and data to new cubicles in the open office area.

• Create a new interview room, waiting area, and conference room at the suit entrance.

• Paint the entire suite.

Partitions. Conventional drywall partition systems are appropriate for most applications in general office space. Demise IRS space from other uses or other tenants by gypsum partition systems extending from structural floor to structural ceiling (slab-to-slab or full-height) to prevent undetected entry. This includes separation from other government agencies or other office uses such as the Taxpayer Assistance Center.

These partitions may also be required in other areas within IRS space as designated on the…