3-1. Specifications.pdf

Willoughby Corner Phase II (IIA and IIB) Construction Manager/General Contractor (CM/GC) Scope of Work

The services to be provided by the CM/GC can be generally divided into three categories:

[A] pre-construction services; [B] construction services; [C] administration services.

Following is a detailed scope and description of responsibilities for the selected CM/GC. Refer to AIA A102-2017, and AIA A201-2017 for services that may be required upon contract.

A. Pre-Construction Services Upon award of a contract, the CM/GC will be expected to provide the following pre-construction services in accordance with the standards of care, skill, training, diligence, and judgment provided by highly competent individuals and firms performing work and services of similar nature:

1. Partnership Work collaboratively with BCHA development staff, development consultants, the architect, land planner, engineers, community engagement consultant, and other professionals to develop the project within the framework of BCHA’s mission to provide affordable, sustainable housing.

2. Constructability Review, Technical Assistance & Risk Assessment Provide professional recommendations, technical feasibility analysis, risk assessment, and value engineering guidance on site design, architectural, civil, structural, mechanical, electrical, energy efficiency, and other systems to help meet BCHA’s goals of sustainability and affordability. Review documents at each design phase and provide redlines and feedback on drawings, technical details, product data, and specifications.

3. Estimating & Financials Prepare cost estimates at each drawing submission phase to provide the team with real-time costing information critical to the design process. Estimates will be a valuable tool for delivering a quality project within a fixed budget. Develop a list of allowances and alternatives with BCHA.

Design Phase Plans / Specifications Estimate Format Concept Design Area plans / Narratives Comparison Estimate Schematic Design SD drawings / Narratives CSI Division Design Development DD drawings / Outline specs CSI Division, take-off estimates Pre-bid CDs Construction documents / Full specs CSI Division, detailed take-offs

4. Low-Income Housing Tax Credit Application

The CM/GC will assist the development team with various sections of the 9% LIHTC & 4% LIHTC applications to CHFA including the construction schedule, cost analyses of infrastructure, site work and buildings, and portions of the Development Budget.

5. Phasing & Scheduling Create a construction schedule with a critical path, float, milestones, and date of substantial completion and close out. Provide guidance on the site import/export of material, utility and infrastructure construction, and construction phasing plan for Phases IIA and IIB. Provide a construction logistics plan showing minimized impact on adjacent and vicinity neighbors.

6. Sustainability Advise the project team on cost-effective implementation of sustainable technologies and green building measures. BCHA welcomes innovation in the effort build sustainably and will encourage the team to go above and beyond the required Enterprise Green Communities criteria where budget allows. The CM/GC will be responsible for being familiar with criteria and providing technical feedback.

7. Compliance

The CM/GC will be responsible for addressing all issues requiring compliance with applicable laws, building codes, regulations, and requirements necessitated by the work and BCHA, which includes compliance with any requirements set forth by the by Low Income Housing Tax Credit (LIHTC) program. The selected firm will be responsible for reviewing drawings for ADA and UFAS compliance, and will provide the team with “lessons learned in the field” as it relates to construction of accessible buildings.

8. Pre-Construction Coordination Work with the development team to facilitate coordination with utility service providers, postal service, DOT, RTD, and other agencies as required to begin construction. As required, the CM/GC will participate in pre-construction conferences with City of Lafayette staff, BCHA and others. The CM/GC will assist BCHA in identifying and pre-purchasing long lead time materials.

B. Construction Services The construction phase of the contract will be subject to funding considerations in BCHA's sole discretion. Upon award of a contract, the CM/GC will be expected to provide the following construction services in accordance with the standards of care, skill, training, diligence, and judgment provided by highly competent individuals and firms performing work and services of similar nature:

1. Guaranteed Maximum Price Upon completion of construction documents the CM/GC will prepare and submit a cost estimate to establish a Guaranteed Maximum Price (GMP) for the entire cost of each phase of construction of Willoughby Corner. The GMP cost estimate will include but not be limited to: hard construction costs, CM/GC scope of work, general conditions, bonds, allowances, contingencies, overhead, and profit. The CM/GC will be responsible for providing Payment, Performance, and Maintenance Bonds in the full amount of the Guaranteed Maximum Price, as defined in AIA A102-2017, and AIA A201-2017.

2. Bidding

In coordination with BCHA, the selected firm will solicit subcontractor bids for all work items and make recommendations for the selection of subcontractors and suppliers.

Subcontractors are to be selected to ensure best quality is achieved within budget. The CM/GC will be responsible for writing subcontracts and purchase orders for all elements of the work, ordering materials, and completing buy-out as required to achieve overall project schedule. Project assumptions include sales and use tax exempt and Davis-Bacon residential wages.

3. Construction Management Provide overall on-site management and coordination of construction activity and maintain site safety including OSHA requirements. The CM/GC is responsible for performance of all construction means, methods, techniques, sequences, and procedures. The CM/GC will provide continuous, full-time observation and inspection of the work and shall have the authority and responsibility to reject noncompliant work and to require the subcontractors to remove and correct all noncompliant work and materials.

4. Closeout Perform all duties to complete and closeout Willoughby Corner Phase IIA and IIB including the removal of all construction debris, materials, and equipment from the site and buildings; obtaining all necessary Certificates of Occupancy, completing punch list items to the satisfaction of BCHA; ensuring all contract requirements have been met and lien waivers are received; passing all testing and inspections; delivering operation and maintenance manuals and video training on building systems. Assist in facility startup and activation and train property management staff as requested.

5. Warranty Period

The selected firm will provide a one-year Contractor’s warranty covering materials and workmanship. Public right-of-way improvements are subject to the City of Lafayette’s three-year warranty period. Provide additional warranties and guarantees as requested by BCHA and the Architect.

C. Administration Services Upon award of a contract, the CM/GC will be expected to provide the following administration services in accordance with the standards of care, skill, training, diligence, and judgment provided by highly competent individuals and firms performing work and services of similar nature:

1. Coordination of weekly construction progress meetings and distribution of minutes.

2. Maintain organized project documentation.

3. Submit information on forms, compliance reporting and certifications as required by

BCHA’s lenders, investors, CHFA, HUD, City of Lafayette, and other stakeholder groups.

4. Coordination of all trades, subcontractors, consultants, and other disciplines including licenses, insurance and other documentation as needed by BCHA.

5. Coordination and scheduling with all municipal agencies, utilities, and other public entities necessary to complete the project.

6. Preparation of monthly project reports inclusive of timelines and budget information.

7. Preparation of full project milestone schedule and 3-week construction schedules.

Upon substantial completion of the project, the CM/GC will be required to provide BCHA with deliverables including, but not limited to, the following:

1. Certificates of Occupancy;

2. As-built drawings and specifications (redline and electronic file);

3. Operations & Maintenance Manuals and training videos for BCHA property managers and maintenance staff;

4. Warranty of work for a minimum of one (1) year;

5. Warranties and guarantees applicable to all appliances/equipment;

General Considerations

Software Capabilities Use of Revit encouraged as a tool for collaborating with the design team during pre-construction, for use in detailed estimating, and for clash detection during construction. The CM/GC will receive access to BIM models. The selected firm will work with BCHA to install a time lapse construction camera or find alternative methods of regularly documenting progress over the duration of the construction. Procore or another industry standard construction management software is to be used during construction.

Proposed Format of CM/GC Contract BCHA will utilize contract forms AIA A102-2017, and AIA A201-2017 for the engagement of the selected CM/GC. BCHA reserves the right to require amendments to such contracts before execution. Proposers should be aware that BCHA expects the following terms to be included in the final contract or contracts:

1. A CM/GC which is selected for pre-construction services and construction phase services will be “at risk” and must be accountable during the construction phase for advice provided and work performed as part of the pre-construction services provided. The Guaranteed Maximum Price provided for construction services shall be based on the CM/GC’s pre-construction services as well as information regarding site conditions and designs garnered by the CM/GC during the performance of pre-construction services.

2. Liquidated damages in an amount approximately equal to the cost of construction delays to BCHA shall be included in the construction phase services contract.

3. Significant costs which are the direct result of the CM/GC’s negligence shall not be an eligible part of the cost of the work.

4. The construction contracts shall not include an “Initial Decision Maker” process or include a Binding Dispute Resolution Provision.

5. The contract will incorporate regulatory requirements resulting from Federal funding sources and BCHA’s status as a local government (as needed).