33330224RF0010026 Amendment 0001.pdf

(x)

33330224RF0010026

x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR

OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

OCON

Washington DC 20013-7012 PO Box 37012

MRC 1200

OCON

OCON

Washington DC 20013-7012 PO Box 37012

MRC 1200

SMITHSONIAN INSTITUTION

05/10/20240001

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

04/25/2024

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

A. The Solicitation Number cited above, for SAO AE Small Business IDIQ Set Aside at the

Smithsonian Astrophysical Observatory's (SAO) Fred Lawrence Whipple Observatory and Base

Camp locations, located in Amado (Tucson), Arizona, is hereby amended as follows:

A.1. Attached hereto and made part of this Amendment One are the SI Responses to RFI's for

Questions Number 1 to 4.3.

A.2. Example of SI A/E Scope of Work template is also attached for reference.

A.3. Offerors shall acknowledge receipt of all amendments to this solicitation signed and dated and submit with proposal.

Continued ...

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

Thomas Dempsey

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED

33330224RF0010026/0001

PAGE OF

2 22

NAME OF OFFEROR OR CONTRACTOR

ITEM NO.

(A)

SUPPLIES/SERVICES

(B)

QUANTITY

(C)

UNIT

(D)

UNIT PRICE

(E)

AMOUNT

(F)

B. Questions and Clarifications due date is May 15, 2024.

C. THE BID DUE DATE IS JUNE 3, 2024, AT 3:00PM

EST.

Except as provided herein, all other provisions, terms and conditions of the Solicitation remain unchanged.

END OF AMENDMENT ONE

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

RFI No RFI Question SI Response

1 Could you please clarify Selection Criteria E. “Firms servicing Mt. Hopkins shall be located within 100 miles of the SAO facility in the Tucson area.”

Applicants will need to demonstrate how they will be able service the SAO FLWO facility locally in a timely manner. A-

E teams within the 100 mile proximity will be given greater consideration.

Is this a hard requirement for the prime Architect firm? Would a Los Angeles based firm (our office location) still receive consideration?

2 Will there be any Audio/Visual needs for this project?

And if so, will SI be I charge of it or is it being carried by the A-E or GC? Thank you for your time.

If required, AV consultants would be part of the A-E design team.

3 Would our firm be ineligible for this IDIQ contract due to our location being in Phoenix, AZ, 165 miles away from the Mt. Hopkins, exceeding the specified proximity requirement of within 100 miles of the SAO facility in the Tucson area as outlined in Section E. of the criteria?

Applicants will need to demonstrate how they will be able service the SAO FLWO facility locally in a timely manner. A-

E teams within the 100 mile proximity will be given greater consideration.

4.1 Is the location requirement intended for the prime

firm and subconsultants? We would like to include some specialty consultants from outside the Tucson area. Is this acceptable?

Specialty consultants may be outside the 100 mile proximity but should be virtual meetings. A-E teams within the 100 mile proximity will be given greater consideration.

4.2 Can you clarify the hazardous materials abatement

requirement? We are including a consultant on our team who will survey and monitor the abatement but not perform it themselves. Are you requiring that we include a contractor on our team that would perform the actual abatement?

The hazardous materials abatement requirement is for the

Survey, evaluation and design of the remediation only, removal.

4.3 You are requesting a security consultant. Are you

looking for electronic security or physical security?

Excerpts from standard SI AE Scope document: "Security and Life Safety: At a minimum, the design team shall include specialized consultants for physical and electronic security, Life Safety and fire protection. The specialist consultants’ efforts shall fully convey the anticipated design and construction requirements for each related discipline..."

"Physical Security Consultant – At a minimum, the design team shall be led by personnel maintaining ASIS Board

Certifications. Acceptable certifications are Certified

Protection Professional (CPP) and Physical Security

Professional (PSP)."

SAM ANNOUNCEMENT 33330224RF0010026 - SI RFI Responses

Prepared by Marc Tartaro

Date Updated: 5/10/2024

1. Project Identification

1.1. Project No.: [insert Project No.]

1.2. Project Title & Location: [insert Project Title]

[insert building and address]

1.3. Estimated Construction Cost (ECC): [insert $]

[DM Note: This is the anticipated “bid” figure for construction of the project, and sets the contractual amount which, if the bids are over, the A-E may be required to re-design the project at no cost to SI.

See FAR 36.609-1. It also establishes the six percent (6%) direct design fee limitation (Brooks Act, Public Law 92-582 (Title 40 USC, 1101-1104)). The estimated construction cost does not include contingencies or other non-construction costs. In most cases, it should align with the estimated Construction Cost that comes from the CWE. In the CWE, Cost Engineering and the PM will have developed an overall project budget that includes all costs related to the complete project, such as:

design fee, design fee contingency, hazardous materials abatement, construction, construction contingency, construction administration and construction management. On some projects it may be useful to present a “project budget” in lieu of a construction budget. If that is done then it should be clearly labeled as to what items are contained within it.]

1.4. Design Manager: [insert DM name, email, and telephone number]

1.5. Project Manager: [insert PM name]

1.6. A/E Firm: [insert A/E Firm name]

1.7. A/E IDIQ Contract: [insert A/E contract number]

1.8. Date Prepared: [insert date of original Scope of Work]

Date(s) Revised: [insert revision dates if necessary]

2. Background and Description [DM Note: The section should begin with a brief narrative description of the pertinent history of the building and/or the area and/or group that is the subject of the project. Include information that the Architect/Engineer will find useful in understanding any physical, operational or programmatic constraints that are inherent to the nature of the building and the project. For some projects this description could be very short or for major projects it could be several paragraphs long and include images for clarification.

Subsequently, the problem(s) or situation(s) that need a solution(s) and then the goal(s) and/or the expected result(s) should be described in simple clear-cut terms. Refrain from becoming too technical in this section and strive to produce a vision statement that non-technical persons can readily understand. Strive to objectively describe the problem and what the desired result will be rather then telling the Architect/Engineer how to get there.]

2.1.

2.2.

2.3.

ChanVC Typewriter

EXAMPLE

3. Summary Scope of A/E Tasks

[DM Note: The first paragraph of this section, although it should be edited to conform to the requirements of Section 4 “Phases of Work” should appear in every Scope of Work document.

Likewise, the second paragraph should appear in every Scope of Work but should have the applicable IDIQ contract number inserted. Paragraph 3 and any subsequent paragraphs should address, in summary form, the services that the Architect/Engineer will be required to provide under this project. As in the previous section, refrain from describing how to fix it and explain the nature of the services that will be required.]

3.1. The Architect/Engineer shall perform all [DM Note: modify following list of design phases as appropriate for the project:] pre-design, existing conditions surveys, conceptual design, schematic design, design development, construction documents, construction phase services and all other design and engineering services as described in this Scope of Work. The A/E shall make any site visits, attend required meetings and utilize the services of other professional consultants as required to execute specific parts of the Work described herein.

3.2. With reference to the SI Facilities A/E Center webpage, all terms and provisions of the Special Conditions for Architect/Engineer Services, dated [insert date of the current A/E Special Conditions], and the various Codes, Standards and Guidelines listed with SI Facilities’ A/E Center shall be applicable, and the A/E Contract No. [insert Contract Number] shall remain in full force and effect unless herein modified.

3.3. [DM Note: Insert summary of A/E services here. Carefully consider how the A/E will provide their pricing to avoid duplicating information here versus in Section 4 below. As appropriate for smaller projects, delete section 3.3.]

3.4. [DM Note: If applicable for select, small scale projects, DM can delete this section 3.4.

Otherwise, insert a general summary for level of BIM services here, derived from the DM Guide BIM SOW (https://sinet.sharepoint.com/:w:/s/SF- OPDC/ERSD53jMN3hBsefZltnwfa0B08tpo8sz8PjyMwXfi5X9Lg?e=K49qTX), and name the disciplines that shall be involved with development of the model(s), as well as describe any pertinent project-specific BIM-related aspects, plus include the following statements:] A/E shall refer to Section 5 of this Scope (Other Project Requirements) and BIM Guidelines for BIM requirements, unless otherwise described in this scope of work. Reference the SI Facilities A/E Center to download the respective BIM templates and standard documents of reference.

(http://www.sifacilities.si.edu/ae_center/design-guidelines.html)

4. Phases of Work Specifically, the design effort includes, but is not limited to, the following:

[DM Note: Provide a description of the work to be performed including any important considerations.

Identify phases of the work and classification of Title I and Non-Title I Services. Delete from, add to or modify the following general outline as needed. Refer to the standard Architect/Engineer Special Conditions often and refrain from repeating any directions already stated in them unless you wish to change them.]

4.1. Codes, Standards and Guidelines Verification: As part of the first submission, the A/E Design Team shall review the Codes, Standards and Guidelines referenced in paragraph 3.2 and provide a list of all which are pertinent to this project, annotated with the date/version of all non- SI documents listed therein. This annotated list shall then be submitted to the SI Design Manager for review and approval. This list will be included in all subsequent submissions.

4.2. Field Survey and Existing Conditions Drawings (Non-Title I): Conduct field surveys to determine all information necessary to develop a complete set of existing condition drawings.

https://sinet.sharepoint.com/:w:/s/SF-OPDC/ERSD53jMN3hBsefZltnwfa0B08tpo8sz8PjyMwXfi5X9Lg?e=K49qTX https://sinet.sharepoint.com/:w:/s/SF-OPDC/ERSD53jMN3hBsefZltnwfa0B08tpo8sz8PjyMwXfi5X9Lg?e=K49qTX http://www.sifacilities.si.edu/ae_center/design-guidelines.html

These drawings shall show all conditions existing at the site to include [DM Note: civil, landscape?] architectural, structural, mechanical, electrical, plumbing, security and fire protection (detection and suppression) systems.

4.3. Concept Design (pre-35% – Non-Title I): [DM Note: Describe any specific content, format, deliverables and/or quantities. Require submission of Basis of Design (BOD) for commissioning purposes. Describe and enumerate required design workshops (during design), SD410 presentations (for introducing the submission to reviewers), on-board SD410 reviews (for expedited or group review of submission), and SD410 comment resolution meetings.]

4.3.1. Technical Review process: For Concept Design, the technical review process (SD-410) will be run as follows: [DM provide details, list number and type of reviews]

4.3.2. Design Workshops: For Concept Design, the following number of design workshops are anticipated: [DM provide details, list specific meetings, including workshops, presentation meetings, comment resolution, etc. Examples are the Kick-off, focused workshops, presentations and comment resolution meetings. Indicate which meetings are required to be in-person.]

4.3.3. Deliverables: For Concept Design, deliverables are expected to align with the A/E Special Conditions, except as noted here: [DM provide details, list specific submissions, including required submission packages, as well as other documentation such as Agency packages, LEED documentation, presentations, notes and reports from meetings and workshops, etc.]

4.4. Schematic Design (pre-35% – Non-Title I): [DM Note: Describe any specific content, format, deliverables and/or quantities. Require submission of updated BOD, as well as a LEED checklist with a narrative of the credits to be pursued and recommendations for achieving the goals. Describe and enumerate required design workshops (during design), SD410 presentations (for introducing the submission to reviewers), on-board SD410 reviews (for expedited or group review of submission), and SD410 comment resolution meetings.]

4.4.1. Technical Review process: For Schematic Design, the technical review process (SD-

410) will be run as follows: [DM provide details, list number and type of reviews]

4.4.2. Design Workshops: For Schematic Design, the following number of design workshops are anticipated: [DM provide details, list specific meetings, including workshops, presentation meetings, comment resolution, etc. Examples are the Kick-off, focused workshops, presentations and comment resolution meetings. Indicate which meetings are required to be in-person.]

4.4.3. Deliverables: For Schematic Design, deliverables are expected to align with the A/E Special Conditions, except as noted here: [DM provide details, list specific submissions, including required submission packages, as well as other documentation such as Agency packages, LEED documentation, presentations, notes and reports from meetings and workshops, etc.]

4.5. Design Development (35% Submission – Non-Title I): [DM Note: Note any requirements different from Special Conditions for Architect/Engineer Services for content, format, deliverables or quantities for drawings, specifications, CADD files, cost estimate, code analysis and calculations, construction bar chart schedule, etc. Require submission of updated BOD, LEED checklist and LEED narrative. Describe and enumerate required design workshops (during design), SD410 presentations (for introducing the submission to reviewers), on-board SD410 reviews (for expedited or group review of submission), and SD410 comment resolution meetings.]

4.5.1. Technical Review process: For Design Development, the technical review process (SD-

410) will be run as follows: [DM provide details, list number and type of reviews]

4.5.2. Design Workshops: For Design Development, the following number of design workshops are anticipated: [DM provide details, list specific meetings, including workshops, presentation meetings, comment resolution, etc. Examples are the Kick-off, focused workshops, presentations and comment resolution meetings. Indicate which meetings are required to be in-person.]

4.5.3. Deliverables: For Design Development, deliverables are expected to align with the A/E Special Conditions, except as noted here: [DM provide details, list specific submissions, including required submission packages, as well as other documentation such as Agency packages, LEED documentation, presentations, notes and reports from meetings and workshops, etc.]

4.6. Construction Documents (65%, 100%, Final – Title I): [DM Note: Note any requirements different from Special Conditions for Architect/Engineer Services for content, format, deliverables or quantities for drawings, specifications, CADD files, cost estimate, code analysis and calculations, construction bar chart schedule, etc. Require submission of updated BOD, LEED checklist and LEED narrative. At completion of the 100% construction documents, require submission of all documentation for LEED Design Review credits intended for submission to GBCI. Describe and enumerate required design workshops (during design), SD410 presentations (for introducing the submission to reviewers), on-board SD410 reviews (for expedited or group review of submission), and SD410 comment resolution meetings.]

4.6.1. Technical Review process: For each submission of Construction Documents, the technical review process (SD-410) will be run as follows: [DM provide details, list number and type of reviews]

4.6.2. Design Workshops: For each submission of Construction Documents, the following number of design workshops are anticipated: [DM provide details, list specific meetings, including workshops, presentation meetings, comment resolution, etc. Examples are the Kick-off, focused workshops, presentations and comment resolution meetings. Indicate which meetings are required to be in-person.]

4.6.3. Deliverables: For each submission of Construction Documents, deliverables are expected to align with the A/E Special Conditions, except as noted here: [DM provide details, list specific submissions, including required submission packages, as well as other documentation such as Agency packages, LEED documentation, presentations, notes and reports from meetings and workshops, etc. Also, state any backcheck submission requirements.]

4.7. Special Services (Non-Title I): [DM Note: Describe here any A/E Services that are not directly related to producing drawings and specifications, such as documentation, presentations and other submissions for NCPC, CFA and other external agency reviewers, including special feasibility studies, Section 106 provisions or other reports, etc., whether or not they are released to other agencies or the public. Also, as pertinent to any public facing webpage, internet-posted, and/or otherwise publicly presented information, include a note here regarding the A/E’s efforts to meet the requirement for Section 508 compliance of any information released to the reviewing agencies for public disclosure. Refer to Section 5.3. (Accessibility) of this Scope for basis of this requirement.]

4.8. Special Consultant Services (Non-Title I): [DM Note: Describe here any services required of special consultants, such as lighting, acoustics, food service, etc. that are not clearly enumerated elsewhere. DM’s are strongly encouraged to engage in a collaborative conversation with the SI project team to develop a list of specialty consultants applicable to the scope of work. The A/E, once engaged, may also add to this conversation.]

[DM Note: When applicable for a project scope, include requirements for a qualified landscape designer and include the following subparagraph and elaborate on the landscape needs in Section 2, when it is a critical element of the project:

4.8.x The landscape infrastructure at Smithsonian museums is part of a public garden gallery and contain exhibits within the larger living museum that is Smithsonian Gardens. The Tree Collection, Garden Furnishings and Horticultural Artifacts Collection, and other specific display plantings are comprised of trees, select furnishings, and plants constituting Smithsonian Gardens on-site museum collections. These collections should be treated with utmost sensitivity and protection for all design and construction projects impacting gardens or landscape. Garden and landscape programming, garden exhibit development, and plant selections shall meet collections stewardship goals and the mission of Smithsonian Gardens.]

4.9. Bidding/Offer Phase Services, Optional (Non-Title I): [DM Note: Add any bidding phase services such as drafting technical proposal evaluation criteria for a Request for Proposal (RFP); reviewing technical proposals submitted by offerors; evaluating offeror requests for product substitutions; participating in pre-bid or pre-proposal site visits and/or conferences.]

An hourly based not-to-exceed price [DM Note: Confirm time and materials vs. fixed price servies] for the Project Architect and appropriate engineering and consulting staff to provide the following services:

• Attendance and participation at the pre-bidding meeting and/or site visit(s).

• Cost estimate development for Addenda and Amendments and related adjustments during the bid/pricing efforts.

• Development of RFI responses during the bid/pricing phase.

4.10. Construction Phase Services, Optional (Non-Title I): Perform the following construction phase services. [DM Note: List and describe specific construction phase services desired for your specific project after consultation with CM. Differentiate, if necessary, between fixed price servicesand time & materials services, site visits, etc. For simple projects, Construction Phase Services can be described, negotiated and included in the initial work order. For projects that are likely to have additions or deletions to the Scope of Work or are otherwise not well defined, it is best to keep the Construction Phase Services as an unpriced option that can be defined and negotiated near or at the completion of the CD Phase. Be sure that this is clearly understood by the Project Manager and that funding will be available. ]

An hourly based not-to-exceed price [DM Note: Confirm time and materials vs. fixed price servies] for the Project Architect and appropriate engineering and consulting staff to provide the following services:

• Attendance and participation at the pre-construction meeting, or meeting(s) for major projects.

• Review and approval of construction submittals and shop drawings.

• Response to RFI’s which are not related to deficiencies, errors, or emissions in design documents. Refer to the A/E Special Conditions paragraph 2.3.1c for requirements for no-cost response for deficiency, error, or omission RFI’s.

• Preparation of ASI’s which are not related to deficiencies, errors, or emissions in design documents.

• Attendance at the final punch-list walk-through inspection(s).

• Evaluating of requests for product substitutions by the contractor

• Attendance at periodic progress meetings by the Project Architect. Include a concise written report submitted to the SI Design Manager within five (5) working days.

• Attendance at periodic commissioning meetings by the Project Mechanical Engineer, via teleconference.

• Mylar archival prints and PDF deliverables of the conformed set of documents, incorporating all ASI’s and RFI’s

• Miscellaneous construction phase services as approved by the COTR-Design Manager

5. Other Project Requirements

[DM Note: This section should include any information the A/E needs in addition to that provided in the Special Conditions for A/E Services, including additional design criteria not specifically mentioned, programming requirements, size of project site in SQUARE METERS, coordination with other projects, etc.]

[DM Note: The Architect/Engineers adherence to the SI CAD Standards is required by the A/E Special Conditions. Therefore, each project must be brought to the attention of OBATS to ensure that the Architect/Engineer is fully informed of the applicable CAD Standards prior to the fee proposal and that OBATS receives electronic files at each submission and ensure that the appropriate standards are achieved. It is possible that, for large projects, this might require a separate meeting involving the A/E CADD representative and a representative of OBATS.]

5.1. Confidentiality of Data: All information related to this project or to any Smithsonian Institution Facility made available to or developed by the Architect/Engineer including: site plans, building plans, sections, details, specifications, calculations, security systems information and other data gathered from existing conditions surveys or from Smithsonian Institution records shall remain the exclusive property of the Smithsonian and must be kept strictly confidential. Dissemination of these materials to persons other then the consultants who are part of the Architect/Engineer project team is strictly prohibited. The Architect/Engineer shall report any requests for this or any similar information made by individuals or organizations that are not members of the project team promptly to the Design Manager. Requests will be reviewed by the Design Manager on a case-by-case basis and may be referred to the Office of the General Counsel for determination.

The Design Manager will convey determinations to the Architect/Engineer in writing. The Architect/Engineer must anticipate any perceived need to share information with sub-consultants in sufficient time to avoid project delays. Failure to do so will not be considered a valid reason for an extension of the completion time.

5.2. Sustainability: All projects must comply with the Federal Energy Management Guidelines, Smithsonian’s Climate Change Action Plan, and all other relevant standards and guidelines.

(Reference A/E Center Codes and Standards and Guidelines) Incorporate in the design all pre-requisites needed to obtain certification for the project type under the nationally recognized criteria for sustainability established by the U.S. Green Building Council’s (USGBC) initiative for Leadership in Energy and Environmental Design (LEED). When indicated in this Scope of Work, the A/E’s design shall result in a project eligible for LEED certification under the appropriate rating system at the level indicated Please refer to the A/E Special Conditions for sustainability-related requirements, responsibilities, tasks and document development.

[DM – Please note that the prerequisites vary for each project type. The selection of LEED rating system – i.e. New Construction/Major Remodeling, Existing Buildings: Operations & Maintenance or Commercial Interiors – may not be known at the time the SOW is written.

Therefore, the DM must leave the option open as to which are the prerequisites required until the best path to follow for certification is determined. If it is possible to set a LEED certification goal at the time the Scope of Work is written, indicate the level that will be required in accordance with guidelines listed in the AE Special Conditions. ]

Use this alternate section 5.2 text for projects that are not comprehensive enough to be eligible to pursue LEED certification:

Sustainability: The Smithsonian is committed to the preservation of our environment and considers sustainable design an integral part of basic A/E services. Due to the limited nature of this project, it is not a candidate for LEED certification. However, the A/E shall incorporate sustainable design principles in the selection of all new equipment, materials, and finishes required on this project to the greatest extent possible.

[DM Note: For facilities with a central plant, where significant upgrades or modifications are anticipated, the sustainability requirements are recommended to be more robust. See proposed langauge in green below and review with OFMR Energy Management prior to issuing the SOW.]

5.2.1. Energy Conservation and Management – T-1 Energy Compliance Analysis (ECA) NT-1 – SI is committed to comply with federal mandates relating to energy conservation and management including, but not limited to, the following:

• Executive order 14057 – Catalyzing Clean Energy Industries and Jobs Through Federal Sustainability;

• Executive Order 13221 – Energy Efficient Standby Power Devices;

• Executive Order 13834 of May 17, 2018 “Efficient Federal Operations”;

• Energy Independence and Security Act (“EISA”)- The new Energy Independence and Security Act of 2007;

• Any subsequent and superseding Federal requirements.

5.2.2. As required by EPACT, and as updated in 10 CFR 433.100, the buildings shall achieve an energy consumption level that is at least 30 percent below the level achieved under ASHRA/E Standard 90.1-2013 * (*90.1-2019 when design for construction begins after April 7, 2023), when life-cycle cost-effective. Energy consumption levels for both the baseline Building and proposed Building shall be determined by using the performance rating method found in ASHRA/E 90.1-2013, Appendix G. All energy consuming products, including commercial kitchen appliances, shall be either ENERGY STAR-qualified or Federal Energy Management Program (FEMP) -recommended. They shall also be designated as using “low standby power” as required by Executive Order 13221.

5.2.3. As required by Executive Order 14057, all designs shall, to the extent possible, assist with the larger goal of an SI building portfolio that achieves:

• 65 percent reduction in scope 1 and 2 GHG emissions by 2030 from 2008 levels.

• Carbon pollution-free electricity equaling 100 percent on a net annual and 50 percent on a 24/7 basis by 2030.

• 50 percent emissions reduction by 2032 and net-zero emissions by 2045.

• Both recovered and Renewable Energy shall be used in each design to the maximum extent feasible and life cycle cost effective.

5.2.4. A/E shall perform an energy compliance analysis (ECA) based on the actual conditions expected over the life of the facility including anticipated occupancies, scheduled hours of operation and process loads, including realistic energy usage and efficiencies, maintenance cost and repairs and renovations. Computer programs used shall be professionally recognized, capable of integrating architectural features with HVAC, lighting and other energy producing or consuming systems, and are subject to SI review.

The program shall be capable of simulating the features, systems and thermal loads used in the design; be able to include the energy savings and any parasitic energy loads associated with the utilization of Recovered Energy, solar heat, solar photovoltaic energy and other renewable or waste heat applications; and be capable of performing 8760 hourly calculations. Program used for simulation shall be eQUEST (current version). Energy model including all source code and weather files shall be turned over to Smithsonian according to project schedule.

5.2.5. To demonstrate compliance with the requirements of this criteria with regards to achieving the required reduction in energy consumption, the design team shall prepare an ECA for the Project. The ECA shall identify the specific energy conservation criteria that applies to the Project, the software used to prepare the calculations, a summary of all input to and output from the calculations, and the calculated energy consumption of the proposed design. The ECA shall also include a separate narrative prepared by the lead project architect, lead project mechanical engineer and lead project electrical engineer listing the conservation features considered for that discipline and a list of the conservation measures adopted in the design. The ECA shall utilize the performance rating report listed in ASHRA/E 90.1-2013* (*90.1-2019 when design for construction begins after April 7, 2023), Appendix G and shall be submitted for approval with the Schematic Design and updated with each submission and as necessary as the design progresses.

5.3. Inclusive Design and Accessibility: An effective way to achieve an inclusive design and provide successfully for accessibility is to include people with disabilities for each level of design review from Concept through 100% CDs, and Access Smithsonian anticipates this participation with these reviews. [DM Note: SI prioritizes full accessibility in its programming and, with that intent, strives for the inclusion of people with disabilities through the use of its facility architecture and exhibit design to achieve broader equity in access. A more efficient way to achieve this is to include people with disabilities for each level of design review from Concept through 100% CDs. For these reasons, the DM shall contact Access Smithsonian to arrange for user experts to participate in design reviews at specified milestones.]

5.3.1. All SI facility projects shall meet the legal requirements and obligations of the ADA/ABA standards for accessible design (Refer to Section 3.2). Inclusive design goes beyond minimum compliance by considering how spaces function and impact the experience for a range of users. A successfully inclusive facility is one that is designed to welcome, accommodate and engage people in the full extent of the natural human spectrum of ability, age, and culture, and thus effectively serves all people within the full range of that spectrum. SI’s goal is to provide all visitors within that spectrum an integrated, equal opportunity to benefit from all of its facilities, content, and presentation. As an integral part of the design efforts, the A/E shall provide the following services:

• Facilitate on-board reviews with user experts to coincide with SD-410 review periods.

• Assume a minimum of two (2) 2-hour meetings dedicated to the review and discussion of accessibility and inclusivity concerns with user experts.

• SI will identify and coordinate user experts for facilitating the required discussions and reviews from the perspectives of inclusive design and accessibility.

5.3.2. Section 508 of the Rehabilitation Act (29 U.S.C. 794d), as amended in 1998, is a federal law that requires agencies to provide individuals with disabilities equal access to electronic information and data comparable to those who do not have disabilities. The A/E shall include the necessary efforts to support this mandatory compliance when providing project and design information in the platforms and formats that will be publicly released or posted on a public-facing website or media interface.

5.4. Measurement: A/E shall dimension the Project in International System of Units (SI[m], also

“Systeme Internationale d’Unites”), hereinafter called Metric System, and all documentation shall incorporate the parenthetical English (Imperial) equivalent, as well. Items unavailable in hard metric sizes shall be specified or noted by “soft metric” conversion from customary inch-pound measurement to comparably equivalent metric dimensions. For BIM projects refer to 5.7.3 for unit requirements.

5.5. SI Asset Data: Provide asset information for all existing and new equipment in provided format.

OFMR/OPDC have created the SI Facility Asset Data Spreadsheet as a way to capture information regarding assets outside of BIM to import into their facilities management system (Facility Center). [DM Note: When BIM is a required project deliverable, add the following statement – In addition to the spreadsheet, customized data fields (parameters) have been incorporated and applied to components in the Revit Templates (i.e., Mechanical/Plumbing and Electrical) for use and development in the project BIM.] Upon provision of a current export of facility assets from Facility Center to the A/E, the A/E shall field verify, update and organize the existing facility asset data into the SI Facility Asset Data Spreadsheet on the “Existing” tab and submit for review.

5.6. SI Space Naming: Space naming shall comply with existing facility naming convention and SI Space Naming Guidelines as required by the A/E Special Conditions. These items shall be discussed and reviewed during the Kick-Off meeting, and in additional detail during a focus meeting if warranted. Upon provision of a current export of Space IDs and floor plans, the A/E shall verify and use data during design, updating as necessary, according to project requirements and SI Space Naming Guidelines. Final design space designations and naming shall be fully coordinated with the updated SI Facility Asset Data Spreadsheet to enable conflict-free capture of asset information into the Facility Center management system.

5.7. [DM Note: Confirm project requirements and budget constraints before including the following section on BIM.] Building Information Modeling: The A/E, in consultation with SI Facilities, shall select Building Information Model (BIM) application(s) and software(s) to produce accurate 3D and 2D graphic object models, data tables and text-based documents; and to derive 2D Construction Documents. As part of the basic services, the A/E shall:

5.7.1. Perform all existing conditions surveys, and all other design and engineering services as described in this Scope of Work to develop a detailed Building Information Model (BIM) of the Smithsonian Institution Building’s exterior and interior.

5.7.2. Provide BIM models for architecture, structure and MEP/FP as applicable for the disciplines required for this scope of work. The models shall be able to identify conflicts between major design disciplines to the level of detail generated by the base software, including, but not limited to, architectural, structural, mechanical, electrical, plumbing and fire protection systems, as applicable for the scope of work.

5.7.3. Provide Metric System measurements in 2D documents, with Imperial (U.S.) units in parentheses, making use of “soft metric” measurements where applicable. 3D model(s) shall be based entirely in the English system (Imperial).

5.7.4. Present a BIM execution plan for SI review and comment, during the BIM Kick-Off meeting prior to the first progress meeting of the Schematic Design phase. The plan shall include, but not be limited to identification of the Project team, roles and responsibilities within the team, including SI and A/E, and organization of the model; naming / space requirements; asset management requirements; a Management Plan and flow of decision making shall also be featured.

5.7.5. Provide the bid documents/final construction documents in two-dimensional (2D) views from Revit or AutoCAD; however, SI will give the BIM model to the successful construction contractor for use during the construction phase for coordination of the work and for generation of shop drawings.

5.7.6. Conduct field surveys and non-destructive investigations to ensure all existing conditions information necessary for the performance of this project is documented (i.e. 3D Data Capture (Laser Scanning)). This will include establishing the necessary Survey Control Network throughout the site and scanning as many points as may be required to create a reliable point cloud of all interior and exterior surfaces of the building. The required object surface density of scanning shall be a minimum of 6mm (¼”). RGB color shall be mapped to both the exterior and interior scans. Selected areas or objects may require a greater object surface density as directed by the DM/COTR.

5.7.7. Develop the BIM models in a manner that will support on-going operations and management of the building and its systems by providing a list of components and their key attributes, and spatial information, resident in the project deliverable.

5.7.7.1. Provide a Revit file that has been optimized, error checked and purged of all unneeded items.

5.7.7.2. The visible architecture elements walls, floors, ceilings, columns, and roof. These elements are to be modeled to LOD 300 with an LOA of 13mm (½”) unless noted otherwise in this SOW.

5.7.7.3. Assembly and product information must be added to the model unless otherwise required by this SOW.

5.7.7.4. Include space volumes and data (numbers, functional use, space ownership)

5.7.7.5. Date attribute field noting as to when the existing conditions were verified, indicating the currency of the model and its associated data.

5.7.7.6. Provide a clean and optimized .ifc2x3 format file that has been checked and verified in a third-party model checker.

5.7.7.7. Survey Point (SP) to be geo-referenced to the proper state plan for export to ArcGIS and to align with the Project Base Point (PBP). The exact location of the PBP shall be addressed during the project kick-off meeting.

5.8. Commissioning: The Smithsonian requires Fundamental Commissioning (as defined by the LEED NC and CI rating systems) of all design and construction projects, even when the project is not eligible to pursue LEED certification. The Smithsonian additionally requires Enhanced Commissioning (as defined by the LEED NC and CI rating systems) for larger projects pursuing LEED certification, based on the size and complexity of the project. [DM note – define the commissioning requirements appropriate for the project in this section. SI may contract directly with a third party Commissioning Provider, separately from the contract with the AE, or may request that the AE include a commissioning provider on their team as part of this scope of work. If SI engages a third party Cx agent for the project, require the A/E to prepare Design Intent, Basis of Design (BoD) and Owner Project Requirement (OPR) documentation for the Cx Agents use. DM to review Cx requirements with SI Mechanical Engineer prior to finalizing A/E SOW.] Please refer to the A/E Special Conditions for commissioning-related requirements, responsibilities, tasks and document development.

5.9. Security and Life Safety: At a minimum, the design team shall include specialized consultants for physical and electronic security, Life Safety and fire protection. The specialist consultants’ efforts shall fully convey the anticipated design and construction requirements for each related discipline. [DM – Please note that the three paragraphs below are applicable to nearly all projects. However, if you believe that these security and Life Safety requirements do not pertain to your project then you must consult with the appropriate OPS or OSHEM staffer to confirm that your understanding is correct. Confirmation should be sought and received in writing and must become part of your project files.]

5.9.1. Physical Security Consultant – At a minimum, the design team shall be led by personnel maintaining ASIS Board Certifications. Acceptable certifications are Certified Protection Professional (CPP) and Physical Security Professional (PSP). A minimum of seven (7) years of relative experience in the design and installation of projects of the same size and complexity is required. Proposed exceptions to this requirement shall be approved by the design COTR in conjunction with Office of Protection Services (OPS).

5.9.2. Lead Designer(s) – At least one of the security design team members shall hold current Software House C•CURE 9000 Applications Engineer/Consultant course documents or display an equivalent level of experience. Additionally, the lead designer shall have, at a minimum, three (3) years of relative experience in the design and installation of projects of the same size and complexity. The three (3) years of relative experience includes security management systems, intercommunication systems and CCTV systems.

5.9.3. Qualified Fire Protection Engineer (QFPE) - Fire Protection and Life Safety Consultants

– must include a registered professional engineer (P.E.) who passed the fire protection engineering written examination administered by the National Council of Examiners for Engineering and Surveying (NCEES) and has a minimum of five (5) years of relevant fire protection engineering experience. Those designated as a Qualified Fire Protection Engineer (QFPE) for the project must submit, upon request, a written copy of their resume indicating education, professional registration and work experience, along with a stamped, P.E.-sealed letter attesting to their compliance with the requirements of this Section. The QFPE must be involved in every aspect of the design and eventual construction process as it relates to fire protection and life safety. This includes, but is not limited to, building code analysis, life safety code analysis, design of fire suppression systems, design of automatic fire alarm, detection and suppression systems, water supply analysis, multi-discipline review of the entire project, and construction inspections. If a performance-based design is pursued, the QFPE must confirm relevant experience with performance-based fire safety design and specific experience with the engineering tools and methodologies that would be anticipated for the project.

[DM – Please note that the following three paragraphs will be applicable only to a select group of projects that require these unique consultants. However, if you believe that Blast Consultants, Chemical/Biological/Radiological Consultants (CBR) and Trunked Radio System Consultants do not pertain to your project then you must consult with the appropriate OPS staffer to confirm that your understanding is correct. Confirmation should be sought and received in writing and must become part of your project files.]

5.9.4. Blast Consultant – This specialty consultant shall possess an earned academic degree in science (physics), engineering or mathematics and have a minimum of ten (10) years of demonstrated experience. The Blast Consultant shall be included in structural dynamic loads and blast effects on buildings and participate in all pre-design, conceptualization and design phases.

5.9.5. Chemical/Biological/Radiological (CBR) Threat Consultant – This specialty consultant shall have experience in mitigating the impacts of CBR threats against facilities.

5.9.6. Trunked Radio System Consultant – This specialty consultant shall have experience in designing and planning Narrow Band Trunked Radio Antenna Systems for facility. The system must be compatible with current SI systems for secure radio transmission.

5.10. Fee Delineation: A/E shall delineate fees as directed in any part of this Scope of Work.

Regardless of fee delineation and contracting method, all Other Direct Costs (ODCs) shall be considered Reimbursable Expenses, and shall only be invoiced to the extent that they have been incurred by the A/E. Back-up documentation reflecting actual costs incurred must be provided at invoicing. See AE Special Conditions (AE 110) Sections 1.3.6 and 1.5. [DM Note:

The following list can be edited as appropriate for the subject project, including adding or removing items to be considered reimbursable. This section may also be used to note fixed fee portions of your Scope vs hourly not-to-exceed portions of your scope, such as construction administration services or a labor hours pool.]

5.10.1. Within the firm fixed price or other fixed type of fee, Reimbursable Expenses, such as ODCs, are directly attributable, project-related expenses required by the scope of work and incurred by the A/E. These may include fees for professional services by specialty sub-consultants that are not otherwise addressed by the fixed fee scope. Such allowable Reimbursable Expenses shall be invoiced and paid at cost plus the profit percentage as arranged beforehand with the COTR. Reimbursable Expenses can include, but are not limited to, the following:

• Courier and delivery charges, including insurance and customs duty rates

• Reproductions including photocopying, printing, and photography for SI, and for

External Agency Reviews as requested by SI

• Presentation materials, including mounting and lamination

• Professional renderings and physical models (unless included in the fixed fee)

• Transportation and travel, including airfare, lodging, meals, vehicle rental, and other transportation related expenses for travel at limits as established by the Federal Travel Regulation

• Specialty Sub-consultants not previously named under contract (unless COTR has agreed to include in the fixed fee)

5.10.2. Reimbursable Expenses such as site visits,…