2 HighgateLPOE APSI CMaCXa SOW 2023 9 25.pdf

STATEMENT OF WORK (SOW)

Highgate Springs Land Port of Entry Highgate Springs, VT PROJECT TYPE: New Construction

DESIGN EXCELLENCE PROSPECTUS PROJECT

CONSTRUCTION MANAGER as ADVISOR (CMa) & COMMISSIONING PROVIDER (CxP) SERVICES for CMc PROJECT DELIVERY

PROJECT IDENTIFICATION

PROJECT NAME Highgate Springs BIL Land Port of Entry Project

PROJECT NUMBER NVTBIL03

SOLICITATION NUMBER (N/A)

REGION 01 - New England Region

DIVISION GSA Office of Design & Construction

BUILDING NAME Highgate Springs Land Port of Entry

BUILDING ADDRESS 480 WELCOME CENTER RD., HIGHGATE SPRINGS, VT

CONTRACTING OFFICER Blake Robbins (1PQE)

PROJECT MANAGER John Maurer (1PCT-B)

THIS REVISION September 25, 2023

CMa/CxP Statement of Work – CMc Delivery U.S. Land Port of Entry, Highgate Springs, VT 05460 Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

Design & Construction Division (1PCTB) September 25, 2023

TABLE of CONTENTS

SECTION 1 - PROJECT DESCRIPTION

1.1 PROJECT LOCATION

1.2 BACKGROUND AND PREVIOUS STUDIES

1.3 PROJECT GOALS & OBJECTIVES

1.3.1 GOALS

1.3.2 OBJECTIVES

1.4 PROJECT DELIVERY APPROACH

1.5 CMa PROJECT TEAM

1.5.1 STAFFING

1.5.1.1 KEY PERSONNEL

1.5.1.2 OTHER PERSONNEL

1.5.2 EXPERTISE

1.5.2.1 PROJECT MANAGER (PM)

1.5.2.2 COST ESTIMATOR

1.5.2.3 CONSTRUCTION PROJECT ACCOUNTANT

1.5.2.4 DESIGN REVIEWERS

1.5.2.5 OTHER SUPPORT STAFF

1.5.2.6 LEAD CONSTRUCTION INSPECTOR

1.5.2.7 CONSTRUCTION INSPECTION STAFF

1.5.2.8 STRUCTURAL INSPECTOR

1.5.2.9 TESTING ENGINEERS and TECHNICIANS

1.5.2.10 COMMISSIONING PROVIDER (CxP)

1.5.2.11 CMa SUBCONTRACTORS, OUTSIDE ASSOCIATES, & CONSULTANTS

1.5.3 CMa TEAM SUBSTITUTION

1.6 PROJECT DURATION and SCHEDULE MILESTONES

1.7 PROJECT STAGES, PHASES and WORK SEQUENCES

1.8 PROJECT DELIVERY TEAM ROLES and RESPONSIBILITIES

1.8.1 OWNER

1.8.2 STAKEHOLDERS

1.8.3 GSA PROJECT MANAGER (PM)

1.8.4 GSA PROJECT SPONSOR

1.8.5 GSA SPATIAL DATA MANAGEMENT (SDM) SPECIALIST

1.8.6 GSA DOCUMENT MANAGER (DM)

1.8.7 GSA CONTRACTING OFFICER (CO)

1.8.8 GSA CONTRACTING OFFICER’S REPRESENTATIVE (COR)

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1.8.9 GSA REGIONAL CHIEF ARCHITECT (RCA)

1.8.10 GSA QUALITY ASSURANCE DESIGN (SME) REVIEWERS

1.8.11 GSA OPERATIONS & MAINTENANCE (O&M) STAFF

1.8.12 CONSTRUCTION MANAGER as ADVISOR (CMa)

1.8.13 COMMISSIONING PROVIDER (CxP)

1.8.14 CONSTRUCTION MANAGER as CONSTRUCTOR (CMc)

1.8.15 ART in ARCHITECTURE (AiA) PROGRAM ARTIST(S)

1.8.16 GSA REGIONAL FINE ARTS OFFICER (RFAO)

1.8.17 REGIONAL HISTORIC PRESERVATION OFFICER (RHPO)

1.8.18 GSA REGIONAL FIRE PROTECTION and LIFE SAFETY ENGINEER

1.8.19 GSA REGIONAL ENVIRONMENTAL COORDINATOR

1.8.20 GSA’S BUILDING TECHNOLOGY SERVICES DIVISION

1.8.21 GSA NATIONAL ACCESSIBILITY OFFICER

1.8.22 OCCUPANT AGENCY REPRESENTATIVES

1.8.22.1 CBP

1.8.22.2 FDA

1.8.22.3 USDA/APHIS

1.8.22.4 GSA

1.8.23 VENDORS and INSTALLERS by OTHER CONTRACTS

1.8.24 OTHER CONTRACTS not related to this SOW

SECTION 2 - GENERAL REQUIREMENTS

2.1 OWNER’S PROJECT REQUIREMENTS (OPR)

2.2 PERFORMANCE REQUIREMENTS

2.3 PROJECT DELIVERY REQUIREMENTS

2.3.1 PROJECT MANAGEMENT PLAN

2.3.2 DESIGN EXCELLENCE PROGRAM

2.3.3 CONSTRUCTION EXCELLENCE PROGRAM

2.3.3.1 CONSTRUCTION EXCELLENCE PEER REVIEWS (CEPR)

2.3.3.2 ALTERNATIVE DISPUTE RESOLUTION (ADR)

2.3.4 OPERATIONAL EXCELLENCE (OE)

2.3.5 DESIGN REVIEWS – Process and Procedures

2.3.5.1 TYPES of REVIEWS

2.3.5.2 DESIGN REVIEW PROCEDURES

2.3.6 CONSTRUCTION SUBMITTAL & RFI PROCESSING

2.4 PROJECT MANAGEMENT

2.4.1 RECORD KEEPING

2.4.2 CONSTRUCTION PROJECT ACCOUNTANT SERVICES

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

2.4.3 ART in ARCHITECTURE (AiA) PROGRAM COORDINATION

2.4.4 COMMUNICATIONS PLAN

2.4.5 TOTAL BUILDING COMMISSIONING

2.4.6 KAHUA

2.4.7 DR. CHECKS

2.4.8 OFFICE MANAGEMENT

2.4.9 GSA HIGH PERFORMANCE BUILDING TRACKING

2.5 BUILDING INFORMATION MODELING (BIM)

2.6 RISK MANAGEMENT

2.6.1 PROJECT DEFINITION RATING INDEX (PDRI) WORKSHOPS

2.6.2 RISK MANAGEMENT MEETINGS

2.7 PARTNERING

2.8 COST, VALUE and SCHEDULE MANAGEMENT

2.8.1 GENERAL REQUIREMENTS

2.8.2 COST MANAGEMENT

2.8.3 INTEGRATED MASTER PROJECT SCHEDULE (IMP)

2.8.4 SCHEDULE MANAGEMENT

SECTION 3 - SCOPE OF SERVICES

3.1 CMc ACQUISITION SUPPORT

3.1.1 SOLICITATION DOCUMENTS

3.1.2 PRE-PROPOSAL CONFERENCE, SITE VISITS

3.1.3 QUESTIONS and ANSWERS

3.1.4 RFP AMENDMENTS

3.1.5 PROPRIETARY INFORMATION AGREEMENT(S)

3.1.6 TECHNICAL ADVISOR

3.1.7 OFFEROR'S PRICE PROPOSAL ANALYSIS

3.1.8 CONFORMANCE DOCUMENTS

3.1.9 MARKET ANALYSIS

3.2 DESIGN STAGE

3.2.1 DESIGN SUBMISSIONS and REVIEWS

3.2.2 QUALITY ASSURANCE

3.2.3 PEER REVIEWS

3.2.4 BIM & COBie REVIEW SERVICES

3.3 BUILDING COMMISSIONING

Perform services as Commissioning Provider (CxP) in accordance with the GSA Commissioning Guide (Sept. 2020) and other references as stated below

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

3.3.1 COMMISSIONING SERVICES

3.3.2 COMMISSIONING PLAN

3.3.3 DESIGN PHASE COMMISSIONING SERVICES

3.3.4 CONSTRUCTION PHASE COMMISSIONING SERVICES

3.3.5 POST-OCCUPANCY MEASUREMENT and VERIFICATION (M&V) COMMISSIONING SERVICES

3.4 CONSTRUCTION STAGE

3.4.1 PRE-CONSTRUCTION PLANS and NTP

3.4.2 CONSTRUCTION SITE OFFICE

3.4.3 REQUESTS for INFORMATION (RFIs)

3.4.4 CHANGE REQUESTS AND/OR SUBSTITUTIONS

3.4.5 SUBMITTALS

3.4.6 INSPECTION SERVICES

3.4.7 DEFECTS and OMISSIONS

3.4.8 PROGRESS DOCUMENTATION

3.4.9 PHOTOGRAPHIC DOCUMENTATION

3.4.10 PROJECT SAFETY

3.4.11 LABOR STANDARDS MONITORING

3.4.12 RECORD DOCUMENTS

3.5 CLOSE-OUT and OCCUPANCY STAGE

3.5.1 TURNOVER PROCESS

3.5.2 FINAL RECORD DOCUMENTS

3.5.3 BIM/COBie TURNOVER DATA

3.5.4 FINANCIAL CLOSEOUT

3.5.5 PREPARATION for OCCUPANCY

3.5.6 POST CONSTRUCTION

3.5.7 LESSONS LEARNED - BEST PRACTICES

SECTION 4 - ADMINISTRATIVE PROCEDURES

4.1 PROPOSAL PRICING GUIDANCE

4.1.1 BASIS of PRICING

4.1.2 PROPOSAL BREAKDOWNS

4.2 PAYMENTS and DELAYS

4.2.1 PROGRESS PAYMENT SCHEDULE

4.2.2 DELAYS

4.3 TRAVEL, REPRODUCTION and DELIVERY

4.3.1 TRAVEL

4.3.2 REPRODUCTION and DELIVERY

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

4.4 SECURITY CLEARANCE and MANAGEMENT

4.4.1 HSPD-12 COMPLIANCE

4.4.2 PERSONNEL SECURITY REQUIREMENTS

4.5 DOCUMENT SECURITY

4.6 CMa PERFORMANCE

4.7 INVOICING & PAYMENT

4.8 COMMUNICATIONS

4.9 CONTRACT FINANCIAL CLOSEOUT

4.10 SUBMISSION, REVIEW AND FEE TABLE

4.11 GSA CONTACT INFORMATION

APPENDIX – ATTACHMENTS & TECHNICAL REFERENCES

GLOSSARY 68

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

SECTION 1 - PROJECT DESCRIPTION

This document provides an overview of the Project and the Construction Manager-as-Advisor (CMa) and Commissioning Provider (CxP) requirements as a part of the Construction Manager-as-constructor (CMc) project delivery. This document, combined with the documentation in the Appendix and the hyperlinks provided, constitutes the Statement of Work (SOW). Please contact GSA if any of the hyperlinks do not work. For conflicts or ambiguities within or among the contract documents, the CMa shall contact the GSA Contracting Officer for clarification.

The General Services Administration (GSA) intends to design and construct a new Land Port of Entry (LPOE) facility at Highgate Springs, VT.

This SOW is for Construction Manager-as-Advisor (CMa) and Commissioning Provider (CxP) services in conjunction with the design and construction of a new Land Port of Entry (LPOE) at Highgate Springs, VT.

The Highgate Springs Land Port of Entry (LPOE) is located in Highgate Springs, VT, across the U.S.- Canada border from St. Armand/Philipsburg, Quebec. The existing 44,000 GSF facility is a commercial port which operates 24/7 at the crossing between the multilane U.S. Interstate-89 (I-89) and Canada Route 133. Canada Route 133 leads to multilane highway Autoroute A35. The existing Highgate Springs LPOE is sited on approximately 16 acres of land.

The Highgate Springs LPOE is one of the busiest ports in New England. The I-89/133/A35 route is the shortest distance for traffic between Montreal and Boston, however Autoroute A35 currently transitions to a two-lane roadway (Route 133) eight miles north of the U.S. border. Canada, in coordination with Vermont’s Agency of Transportation (VTrans), will bypass this segment with the completion of Autoroute A35, which would then link Montreal to the U.S. with a continuous highway system. Canada is targeting 2025 for substantial completion of the first of two phases of this final highway segment. Following completion of the A35 project, traffic volume is projected to increase by 30% at the Highgate Springs LPOE border crossing.

The new LPOE project will replace the existing port with a new facility with expanded capacity to alleviate the 30% increase in commercial and passenger traffic expected from completion of the Canada Autoroute A35 project. Major elements of the project will include upgraded and additional primary and secondary passenger and commercial lanes, hardened secondary inspection with enclosed garages, replacement of inspection booths with high-low booths, and relocation of the Vehicle and Cargo Inspection System (VACIS) to coincide with the new primary and secondary passenger and commercial lane configuration. The larger facility will require acquisition of adjacent parcels. Primary Inspection Lanes will increase from 5 to 7; Commercial & Bus lanes increase from one lane each to two lanes for each. New facilities will also be provided for the FDA and APHIS operations at the port.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1.1 PROJECT LOCATION

The United States Land Port of Entry (LPOE) at Highgate Springs is located at the northern end of U.S. Interstate Highway I-89, approximately 40 miles north of Burlington, VT, opposite the Canadian port of entry at St.

Armand/Philipsburg, QC. The port is bounded to the north by the U.S.- Canada border; to the east by the northbound lanes of I-89; to the south by the vacant site of the former State of Vermont Welcome Center; and to the west by property owned by customs broker A.N. Deringer.

Lake Champlain is about 1/2 mile to the west. The port serves as a crossing for both non-commercial and commercial traffic and is one of the three busiest LPOEs in New England.

The U.S. Government currently owns

16.059 acres of land at the site.

1.2 BACKGROUND AND PREVIOUS STUDIES

Canada is constructing the final 8.3-mile (13.4 km) segment of Autoroute A-35 between Montreal and St. Armand/Philipsburg. Construction of the first of two phases is expected to be finished in 2025. When completed, traffic at this border crossing is projected to increase by 30%. GSA is working with its tenant agencies at the port – U.S. Customs and Border Protection (CBP), Food and Drug Administration (FDA), and the U.S. Department of Agriculture’s Animal and Plant Health Inspection Service (APHIS) – to provide a new facility capable of handling the increased traffic at the port. Other stakeholders in the project include the Vermont Agency of Transportation (VTrans), the Federal Highway Administration (FHWA), the Canada Border Services Agency (CBSA), and the Quebec Ministry of Transportation (MTQ). Historically, the traffic volume at this crossing has been over 475,000 privately owned vehicles (POVs) and 97,000 trucks annually.

The existing facility was constructed in 1997. The original facility consisted of five structures:

Main Port Building (VT0057BH) Commercial Inspection Building (CIB) (VT0060BH) APHIS Inspection Facility (VT00671BH) Wastewater Treatment Building (VT0062BH)

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

Hazmat Inspection Canopy (VT0063BH)

In 2004, the NII/VACIS Building (NVT0064BT) was constructed and was considered a temporary structure.

In 2005, the FDA Building (VT0059BH) was constructed as an office building for FDA and CBP operations.

The completion of Canada Autoroute 35 is projected to increase traffic through the Highgate Springs LPOE by 30%, making it necessary to increase port capacity and modernize operations.

In 2017, GSA commissioned a Feasibility Study by EYP Architects to review alternatives for new port alternatives. The report was completed in 2019 and is provided as an attachment to this scope of work.

In 2021, GSA commissioned Alares Engineering Inc. to perform some initial due diligence investigations to include property surveys, wetland delineations, and soil borings. A feasibility study was also performed to study water sources for the site. Copies of these investigations are attached to this scope of work.

The GSA started site analysis and the National Environmental Policy Act (NEPA) analysis for the project in the fall of 2022. NEPA is expected to be completed in late 2023.

This new border facility will be a gateway to the United States from Canada and will replace the existing, undersized facility with a new state-of-the-art LPOE. The new facility shall make a distinct architectural statement that is responsive to the efficient movement of trade and commerce, the security and operational requirements of tenant agencies, and the welcoming of visitors and citizens to the United States of America.

The delivery method will be Construction Manager-as-Constructor (CMc). This will include a firm-fixed price contract award for assisting during the Design Stage (the Base Award) with an option for a Guaranteed Maximum Price (GMP) for the Construction Stage.

The Department of Homeland Security (DHS) – Customs and Border Protection (CBP) is one of four agencies at the port and will be the primary tenant agency in the new facility. The existing facility at Highgate Springs was constructed in 1997, which was several years before the creation of the DHS. As such, there have been significant changes to the way security screening operations occur at the border.

The project will be designed to meet or exceed the performance goals stated in the P100 Performance Matrix document, included in the Appendix.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1.3 PROJECT GOALS & OBJECTIVES

1.3.1 GOALS

The goals below are from the 2019 Feasibility Study and were updated prior to preparing this CMa/CxP Statement of Work:

1. Traffic Flow Handle traffic flow at peak and off-peak hours.

Provide adequate queuing space that does not block other traffic (e.g., bus traffic exiting from Duty Free Canada at the U.S.-Canada border).

Provide an easy-to-follow traffic pattern that allows CBP officers to observe approaching traffic, deters absconders and decreases wait times (compared to those at the existing LPOE and those predicted in the Feasibility Study).

Improve safety and security by minimizing conflict points among different types of traffic (e.g., cars/trailers, RVs, buses, trucks, pedestrians).

Provide parking that is easy to locate, convenient, and access for travelers and visitors and those who use the port on a daily basis (e.g., federal employees, operations & maintenance (O&M) personnel, contractors, delivery drivers (e.g., FEDEX, UPS), water trucks).

2. Border Security Secure the border. Control the flow of traffic, vehicles, commerce, and pedestrians.

Ensure the security of each agency’s operations and personnel.

3. Tenant Agency Operations Enable each agency to perform the functions of their respective missions, enabling interaction where necessary and separation where required.

Meet GSA’s requirements for Operational Excellence – provide adequate space and accessibility for operating and maintaining equipment, sufficient space for storage, and sufficient space for snow storage and removal.

4. Energy Efficiency Provide a well-designed facility with public and agency work areas that are comfortable in hot weather and cold, dry and humid conditions, in good weather and in inclement conditions.

Additionally:

1. The existing port shall remain operational 24/7 during construction and during changeover to the new facilities.

2. Be welcoming to travelers entering the US.

3. Represent the vigor, integrity, dignity, and permanence of the federal government.

4. Minimize vehicle/pedestrian traffic conflicts.

5. Deliver excellent design that meets the goals of GSA’s Design Excellence and

Operational Excellence programs.

6. Provide accessibility and universal design features supporting the GSA DEIA Strategic

Plan.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1.3.2 OBJECTIVES

The Project Objectives consist of:

1. Design, build and commission in compliance with P100 and applicable standards.

2. Comply with all GSA reporting requirements.

3. Meet tenant agency requirements.

4. Maintain positive relationships with stakeholders.

5. Increase safety and security for both pedestrian and vehicular traffic.

6. Complete project within budget and schedule.

7. Achieve a minimum rating of LEED Gold.

8. Achieve minimum rating of Silver Level for the Sustainable Sites Rating Initiative.

9. Minimize disruption to the building tenants and operations during construction.

10. Achieve client satisfaction.

11. Coordinate with stakeholders of other projects in the area (e.g., Vermont Agency of

Transportation, Quebec Ministry of Transportation (MTQ), Canada Border Security Agency (CBSA))

12. Meet GSA Performance Measures associated with this project.

13. Collaborate with industrial manufacturers, DHS representatives, CBP port stakeholders, GSA subject matter experts and others to implement innovative construction technologies across geographic and management boundaries.

14. Select systems and materials of high performance, comfortable, aesthetically pleasing, cost effective to operate and maintain, with durability and extended service life.

15. Design and construct functional and modern work environments that enhance the ability of the agency to perform their mission. Provide a high-performance workplace that enhances all human factors including: health, functional efficiency, productivity, space flexibility, air quality, and comfort in thermal, acoustical and visual perspectives utilizing natural daylight.

16. Deliver the project efficiently and effectively – keeping the project on time and on budget.

17. Ensure that project planning and design is informed by thorough understanding of local planning, land use, and urban design goals and that the project advances these goals as much as practicable.

18. Achieve the status of a high-performing green building, meeting or exceeding federal energy and water conservation goals with a minimum end goal of net-zero ready energy aiming for the goal of net-zero or net positive energy.

19. Design a facility with flexible infrastructure capable of adapting to changing technology.

20. Incorporate GSA’s Proving Ground (GPG) and Pilot to Portfolio (P2P) emerging technologies to the greatest possible technically and economically feasible extent.

21. The project may receive funds from the Inflation Reduction Act (IRA). The goals & objects of the IRA program will apply to this project if funding is received.

1.4 PROJECT DELIVERY APPROACH

The Highgate Springs LPOE project will use a Construction Manager-as-Constructor (CMc) delivery method. A CMc will be brought under contract with GSA at the start of Design Development (DD) to provide cost estimating, constructability, and maintainability reviews through completion of

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

Construction Documents (CDs).

The Construction Manager as Advisor (CMa) and Commissioning Provider (CxP) shall work closely with GSA, the A/E, artists, and the CMc during the design and construction stages through closeout to deliver a project that meets the expectations, needs, and specialized requirements of Customs and Border Protection (CBP), USDA, APHIS, GSA, and other stakeholders while satisfying all statutes, regulations, policies, and procedures governing the GSA capital construction program.

1.5 CMa PROJECT TEAM

1.5.1 STAFFING

The CMa shall determine the appropriate level and mix of staffing to fully comply with the SOW. Staffing will include a mixture of full-time and part-time staff.

1.5.1.1 KEY PERSONNEL

Key Personnel are considered to be management level personnel who oversee technical and administrative activities for the project, review and approve drawings as design reviewers, assist the government in providing direction and control of design and construction phase activities, manage the inspections of physical work performance and installations of materials/components, prepare cost estimates, review, and prepare invoices.

Each of the Key Personnel must have a minimum of a combined ten (10) years’ experience in the field of architecture and engineering, construction, or business management.

Of these ten (10) years, at least six (6) years must have been on projects of similar size, scope, and complexity as the one set forth in the solicitation. It is preferred, but not required, that anyone serving in the capacity of Key Personnel be a Certified Construction Manager (CCM) from the Construction Management Association of America (CMAA).

1.5.1.2 OTHER PERSONNEL

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

1.5.2 EXPERTISE

1.5.2.1 PROJECT MANAGER (PM)

The CMa PM shall be a full-time staff member from the commencement of the contract through the close-out stage. The CMa PM shall be on-site full time once construction starts. In addition to the requirements stated above, the CMa must have experience in developing and maintaining complex, long-term, multi-year project management activities including but not limited to:

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1. Developing and controlling budgets and funding strategies.

2. Scheduling and coordination of project interactions among existing and occupied facilities.

3. Managing interdisciplinary teams of professionals and supporting labor categories.

4. Integrating competing and/or conflicting elements into the planning and execution processes so that project requirements flow smoothly.

5. Familiarity with Federal and local government office building projects, with procedural requirements, review requirements, and approval requirements.

6. The CMa PM shall possess a degree in architecture, engineering, business management or construction management (from an accredited college/university) or in lieu of the degree the candidate shall have at least 10 years’ of management experience in the construction management field.

1.5.2.2 COST ESTIMATOR

The cost estimator shall be a part-time staff member from the commencement of the contract through the close-out stage. The estimator shall have experience in providing cost estimate information for complex, long-term, multi-year projects including but not limited to:

1. Knowledge of local market conditions and/or experience in collecting relevant data specific to local markets.

2. Knowledge of GSA Cost Estimating policy/procedures per the GSA P-120.

3. Estimating CMc delivery method projects with a Guaranteed Maximum Price

(GMP) option

4. Including cost breakdowns using multiple funding sources.

5. Ability to accurately calculate construction costs for changes, price the value of needed work, and advise on negotiations of equitable adjustments.

6. The estimator must have a minimum of 10 years’ of relevant experience.

1.5.2.3 CONSTRUCTION PROJECT ACCOUNTANT

The Construction Project Accountant must have the following qualifications:

1. Bachelor's degree in Accounting, Finance, Construction Management, or engineering or related fields from a four-year College or University along with two or more years of related experience. An MSA (Master of Science in Accounting), CPA (Certified Public Accountant), or CCIFP (Certified Construction Industry Financial Professional) designation is desired.

2. Knowledge of Generally Accepted Accounting Principles (GAAP) project/construction accounting/auditing concepts and job cost experience.

3. Two years of accounting experience and a minimum of 2 years as a Project/Construction Accountant in construction. Non-degreed candidates will need to have very solid work experience (5 years or more) as a Project/Construction Accountant in construction with verifiable references.

4. Project accounting experience and a solid understanding of construction accounting is a must.

5. A working knowledge of contract documents, invoicing and requisitioning, and

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1) an understanding of cost tracking principles, concepts, and systems.

6. Demonstrated knowledge of project management concepts.

7. Working knowledge of Excel and/or Google Sheets.

8. A Basic understanding of cost tracking principles, concepts, and systems.

9. The ability to estimate lump sum change orders are desired.

10. Experience in Federal project accounting, with a preference for experience specifically working on CMc delivery method project(s).

11. Experience in a construction related accounting system and basic knowledge of

Financial Statement analysis is a plus.

12. Knowledgeable in Cost Accounting Standards.

1.5.2.4 DESIGN REVIEWERS

The CMa’s Design Reviewers shall satisfy all of the following requirements:

1. Engineering or architectural graduate from an accredited Engineering or Architectural college curriculum. Baccalaureate degree required.

2. Professionally registered/licensed.

3. Minimum of seven (7) years’ specialized experience in the work to be performed under this contract.

4. In addition, the Design Reviewers must possess all of the following:

a. Basic Knowledge of building science fundamentals.

b. Ability to communicate effectively both verbally and in writing.

c. Experience in preparing correspondence, written reports, and in briefing clients and management personnel.

d. Knowledge of local and national codes.

e. Knowledge of construction means and methods.

f. Ability to perform and evaluate engineering economic analyses, evaluate proper systems to meet scope requirements and ability to verify the adequacy of all building systems.

g. Ability to interpret Architectural/Engineering plans and specifications and coordinate them.

h. Familiarity with modern construction products (i.e., quality, uses, and applications).

i. Familiarity with identification, removal, and disposal of hazardous materials (e.g., asbestos, lead paint, PCBs).

1.5.2.5 OTHER SUPPORT STAFF

Other professionals performing in a support capacity, such as Project Engineers, must have at least five (5) years’ specialized experience in the work to be performed under this contract.

These individuals must possess all of the following:

1. Experience in preparing correspondence, written reports, and maintaining official project records.

2. Experience in conducting meetings, and briefing clients and management personnel.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

3. Knowledge of construction, codes, means and methods, e.g., proper applications of construction materials and methods of installation in the Architect's or Engineer's area of expertise.

4. Ability to interpret Architectural and Engineering plans and specifications, fluent skills in the use of all required software.

5. Ability to inspect materials, workmanship, construction, and installation of various systems in the Architect's or Engineer's area of expertise.

6. Knowledge of safety practices in the construction industry, including specifically, a background that indicates familiarity with Occupational Safety and Health Administration (OSHA) safety requirements on construction projects.

1.5.2.6 LEAD CONSTRUCTION INSPECTOR

Shall serve in the role of Lead Construction Inspector and shall possess an architectural, engineering, or construction background, and have:

1. Previous experience as a lead inspector

2. Satisfy the requirements of the Construction Inspection Staff

1.5.2.7 CONSTRUCTION INSPECTION STAFF

Each inspector must possess:

1. A minimum of five (5) years’ specialized experience in the work to be performed under this contract.

2. Experience in preparing correspondence and maintaining official construction site records.

3. Experience in conducting meetings to resolve problems on construction projects, and briefing clients and management personnel.

4. In-depth knowledge of construction practices and workmanship, including experience in proper uses of construction materials and installation methods.

5. In-depth experience in interpreting construction drawings and specifications on construction projects.

6. Ability to accurately calculate construction costs and time impacts for changes.

7. Experience in making materials take-offs for construction work, pricing the value of needed work, evaluating proposals and Bill of materials, negotiating equitable contract adjustments.

8. Ability and experience in the inspection of materials, workmanship, and construction and installation of various systems (such as fire alarm systems) within the inspector's area of expertise.

9. Knowledge of safety practices in the construction industry including a background of familiarity with OSHA safety requirements on construction projects.

1.5.2.8 STRUCTURAL INSPECTOR

The Structural Inspector must be a registered professional engineer with demonstrated competency in structural engineering for inspection in moderate seismic areas and prior experience in seismic design and construction. The CMa must coordinate with GSA

014100 STRUCTURAL TESTING LABORATORY SERVICES.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1.5.2.9 TESTING ENGINEERS and TECHNICIANS

Each must have a minimum of three (3) years’ experience in the field of testing in which they are engaged and be able to accurately perform tests and interpret test results.

1.5.2.10 COMMISSIONING PROVIDER (CxP)

The CMa must provide Cx providers per the scope defined in the Commissioning section of this Statement of Work. The CxP must have documented commissioning process experience on at least two building projects with a similar scope of work and similar climate.

1.5.2.11 CMa SUBCONTRACTORS, OUTSIDE ASSOCIATES, & CONSULTANTS

Each must have a minimum of three (3) years’ experience in the field of testing in which they are engaged and be able to accurately perform tests and interpret test results.

1.5.3 CMa TEAM SUBSTITUTION

During the performance of the services required under this contract, no changes shall be made to any of the personnel named in the accepted CMa proposal (incorporated into this contract by reference) other than for removal by GSA, resignation, debilitating illness, injury, or death. Should this happen, the CMa shall promptly submit a complete written resume for a proposed substitution, any other information necessary for GSA to approve or disapprove, and a detailed explanation of the circumstances necessitating the proposed substitution. The CMa must obtain GSA written consent from the Contracting Officer (CO) before making any substitution for CMa subcontractors and outside associates or consultants specifically identified and agreed to in the request for qualifications, proposal, contract, and any contract modifications.

1.6 PROJECT DURATION and SCHEDULE MILESTONES

The table below shows the initial milestone schedule/baseline developed for this project.

Note that the dates are subject to change and are provided for general reference only.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

Based on DBBond/Spacesmith (DBB/SS) Design Schedule:

PROJECT PHASE Planned Start Planned Completion Duration

Design Concept Phase May 2023 November 2023 6 months

CMc Procurement/Base Award October 2023 December 2023 3 months

Design Development Phase January 2024 July 2024 7 months

Early Package for Construction June 2024 September 2024 3 months

Construction Documents Phase July 2024 March 2025 8 months

CMc Procurement/GMP Option January 2025 March 2025 3 months

Construction Stage March 2025 May 2027 26 months

Financial Close-out of Project May 2027 October 2027 5 months

Based on Kahua/CBP Schedule:

PROJECT PHASE Planned Start Planned Completion Duration

Design Concept Phase May 2023 November 2023 6 months

CMc Procurement/Base Award October 2023 December 2023 3 months

Design Development Phase January 2024 July 2024 months

Early Package for Construction June 2024 September 2024 months

Construction Documents Phase July 2024 March 2025 months

CMc Procurement/GMP Option January 2025 March 2025 months

Construction Stage March 2025 May 2027 months

Financial Close-out of project May 2027 October 2027 months

1.7 PROJECT STAGES, PHASES and WORK SEQUENCES

This project is organized in the four stages as identified below.

1. Site Acquisition Stage (overlaps with Design Stage)

2. Design Stage

a) Concept Phase (A/E develops three concept designs which form the basis for the Final Concept)

b) Final Concept Phase

c) Design Development Phase (CMc is brought on board to assist during DD and CD phases)

d) Construction Documents Phase

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

e) Construction Procurement Phase (GMP Option with CMc is exercised during this phase)

3. Construction Stage

a) Pre-Construction Phase

b) Construction Phase

c) Construction Closeout and Turnover Phase

4. Occupancy Stage

1.8 PROJECT DELIVERY TEAM ROLES and RESPONSIBILITIES

In the performance of the contract requirements, the CMa shall work in concert with other parties on the Project Delivery Team. The Project Delivery Team will include other contractors, the A/E, GSA personnel, tenant agency representatives and other stakeholders (e.g., VTrans, MTQ, CBSA, Town of Highgate Springs). GSA will initially develop, and the CMa must periodically update and maintain throughout the course of the project, a listing of the Project Delivery Team membership and respective roles and responsibilities. The other GSA-contracted major parties involved or to be involved in the Project Delivery Team, and their respective overall roles and responsibilities, are as follows:

1.8.1 OWNER

GSA is the owner of the proposed facility and site. The Owner’s Project Requirements (OPR) refers to GSA’s project requirements. GSA and Owner refer to the same entity.

1.8.2 STAKEHOLDERS

1. US Department of Homeland Security (DHS) / Customs and Border Protection (CBP)

2. US Food and Drug Administration (FDA)

3. US Department of Agriculture (USDA) / Animal and Plant Health Inspection Service

(APHIS)

4. US General Services Administration (GSA)

North Service Center – Property Managers and O&M Contractors Acquisition Management Div. – Contracting Officers & Specialists (COs & CSs) Design & Construction Div. – LPOE Project Management Branch (PMs) Design & Construction Div. – Technical Services Branch (Architects, Engineers, SMEs) Portfolio Division

5. Vermont Agency of Transportation (VTrans)

6. Town of Highgate Springs, VT

7. Town of Swanton, VT

8. Canada Border Services Agency (CBSA)

9. Quebec Ministry of Transportation (MTQ)

10. Other federal and non-federal agencies

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1.8.3 GSA PROJECT MANAGER (PM)

The GSA PM serves as the common point of contact for the CMa’s team. The GSA PM facilitates coordination between the CMa and others providing services on the project, including the A/E, CMc, GSA Service personnel, CBP representatives, port director, customer agency representatives and other stakeholders. The GSA PM leads the project team to achieve project objectives throughout the project lifecycle (project initiation to closeout).

1.8.4 GSA PROJECT SPONSOR

The Project Sponsor is responsible for developing strategic project goals and monitoring project performance. Typically, the Project Sponsor is a senior member of the project team and is responsible for the success of the project. The Project Sponsor keeps the project aligned with the organization's long-term strategies and goals while governing project risks.

1.8.5 GSA SPATIAL DATA MANAGEMENT (SDM) SPECIALIST

Oversees the assignment of space and area calculations from "conception through project completion". As the definitive source of all area calculations to be used as record documents and provide data for Occupancy Agreements (OAs) the SDM Specialist shall be involved with all drawing reviews i.e., Delivery Matrix. The SDM Specialist also provides authoritative guidance regarding the National Business Space Assignment Policy (NBSAP) and how it is applied to projects.

1.8.6 GSA DOCUMENT MANAGER (DM)

Validates CAD, BIM, Construction-Operations Building Information Exchange (COBie), construction specifications and operation and maintenance (O&M) manuals. The GSA Document Manager coordinates the document deliverables that are routed to their proper library, destination, or archive, as well as locate any project document during the life of the project.” This staff person can be involved with any number of existing GSA endeavors such as the Central Facility Repository (CFR), Kahua, regional document library or the D&C Technical Services.

1.8.7 GSA CONTRACTING OFFICER (CO)

Binds the Federal Government to a contract. Contracting Officers hold a warrant that allows them to negotiate on behalf of the Government. Only COs may execute, modify, or terminate the contract.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1.8.8 GSA CONTRACTING OFFICER’S REPRESENTATIVE (COR)

Responsible for monitoring the contractor's progress in fulfilling the technical requirements specified in the contract. Should the contractor fail to fulfill the contractual requirements, the COR will inform the CO of such failure.

1.8.9 GSA REGIONAL CHIEF ARCHITECT (RCA)

Reviews and may recommend design modifications to the A/E’s Design.

1.8.10 GSA QUALITY ASSURANCE DESIGN (SME) REVIEWERS

GSA’s responsibility to meet complex requirements of the Legislative and Executive Branch of the federal government necessitates maintaining a staff of professional subject matter experts (SME) experienced in quality assurance reviews of A/E submissions and inspection of work installed during construction. SMEs participate in both formal and informal design reviews to verify that standards and objectives are met. They also inspect work during construction.

1.8.11 GSA OPERATIONS & MAINTENANCE (O&M) STAFF

The O&M staff will actively participate in the OPR development, design reviews, system selection, and the preliminary commissioning process. The O&M Staff will also participate in developing the Systems Acceptance Criteria and Functional Test Procedures and evaluate the CMc-provided training. The O&M Staff may also participate in functional performance testing.

1.8.12 CONSTRUCTION MANAGER as ADVISOR (CMa)

The CMa is responsible for ensuring that GSA’s interests as the owner are well served, while also remaining impartial, fair, and reasonable. In this regard, the CMa shall assist GSA in ensuring that GSA’s requirements with regard to scope, schedule, budget, quality, and other aspects of the project are met. The CMa shall serve as a facilitator and coordinator of the activities of all parties to ensure that the project execution proceeds according to plan.

Further details can be found in this SOW. Under this contract, the CMa shall also provide commissioning services through their Commissioning Provider (CxP).

1.8.13 COMMISSIONING PROVIDER (CxP)

The CxP shall lead, plan, schedule, and coordinate the CxP Team to implement the Commissioning Services (Cx). In some contexts, for instance in US Green Building Council publications concerning LEED Certification, the CxP is also known as the Commissioning Agent or Commissioning Authority (CxA). In this document, the term “CxP” is used in accordance

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1) with ASHRAE 0-2019 to refer to the entity serving this role. Further details can be found in this SOW. For this project, the CxP and commissioning services will be provided by the CMa.

1.8.14 CONSTRUCTION MANAGER as CONSTRUCTOR (CMc)

GSA will contract with a general contractor to carry out and oversee the construction process.

The CMc will coordinate with the CMa and execute the project per the final bid documents prepared by the A/E.

The CMc is responsible for the hiring and managing subcontractors to complete the day-to-day building tasks from mobilization to project acceptance and final occupancy. The CMc works to stay on budget and on time with the project and shall report deviations to either criterion to GSA. Key CMc responsibilities are to:

1. Using the final bid-documents released by the A/E team, prepare an overall bid that lists the values of sub-trades and a selection process to arrive at the best value for the construction project.

2. Prepare and maintain an overall construction schedule that includes all milestones and durations. Indicate variables within the schedule along with the project critical path.

3. Follow the security HSPD-12 protocol for all personnel entering the site.

4. Conduct weekly project status update meetings with GSA and other stakeholders – provide progress updates such as procurement, mobilization, manpower.

5. Clarify design intent and/or alternate compliance by preparing Requests for

Information (RFIs) for distribution to the A/E, GSA, and/or CBP.

6. Prepare formal submittals for distribution and approval prior to procurement.

7. Coordinate with the CxP, LEED/ SITES coordinator and subcontractors to ensure the commissioning and sustainability goals of the project are met.

8. Prepare a monthly Schedule of Values (SOV) for formal review with GSA for CMc invoicing and payment.

9. Perform close out procedures by preparing and managing the punch list with GSA, CBP, CMa and subcontractors for final occupancy.

1.8.15 ART in ARCHITECTURE (AiA) PROGRAM ARTIST(S)

Under GSA’s Art in Architecture program, 0.5% of the ECCA (Estimated Cost of Construction at Award) of a project is set aside for artwork to be incorporated into the project. When the existing port was built in 1997, the sculpture, “SUNFIX for Judy,” by Kate Pond was installed at the port. This sculpture must be preserved, restored, and incorporated into the design of the new LPOE, including its orientation to the vernal (spring) and autumnal (fall) equinoxes.

If any AiA funds remain for the new LPOE (GSA expects that there will be), an artist will be hired to design new artwork for the port.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

The CMa shall participate in orientation and coordination meetings with the contracted artist(s) and GSA as needed. (See also Section 2.4.3, “ART in ARCHITECTURE (AiA) PROGRAM

COORDINATION.”)

1.8.16 GSA REGIONAL FINE ARTS OFFICER (RFAO)

The RFAO oversees the AiA Program for the regional office, monitoring each art project from inauguration through the installation of the completed artwork, and implementing the required maintenance plan.

1.8.17 REGIONAL HISTORIC PRESERVATION OFFICER (RHPO)

Oversees National Historic Preservation Act (NHPA) Section 106 compliance, design review, integration with other disciplines and execution.

1.8.18 GSA REGIONAL FIRE PROTECTION and LIFE SAFETY ENGINEER

GSA's Regional Fire Protection Engineer (FPE) will participate in each phase of the project from concept through design, construction, final acceptance, and occupancy to ensure that fire protection and life safety requirements are incorporated into the project. GSA's Regional FPE will review design plans, specifications, and related information; review the CMc’s submittals for compliance with contract documents; witness acceptance testing and commissioning of fire protection and life safety systems; and upon successful completion of commissioning and acceptance of tested systems, will issue certificates of occupancy (or temporary certificates of occupancy) before occupancy.

GSA's Regional FPE is the Authority Having Jurisdiction (AHJ) for technical requirements, including all fire protection and life safety code interpretations and code enforcement requirements. As the AHJ, GSA's Regional FPE has the right to revise the specific requirements as defined in the P100 based on a technical evaluation and analysis and the project’s specific needs.

1.8.19 GSA REGIONAL ENVIRONMENTAL COORDINATOR

The GSA Regional Environmental coordinator coordinates the review of design submittals for compliance with the mitigation measures identified in the SEIS prepared by others, as well as compliance with environmental regulations and standards related to:

1. Stormwater Management (EISA 438)

2. Fuel Storage Tanks (Fuel Oil/Diesel)

3. Hazardous Materials

4. Firing Range Design

5. General environmental compliance

6. Indoor air quality during construction

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

7. Compliance with National Environmental Policy Act (NEPA) mitigation measures related to:

a. Clean Air Act and Clean Water Act Permitting (floodplains and wetlands)

b. Threatened and Endangered and Sensitive Species (plants and wildlife)

1.8.20 GSA’S BUILDING TECHNOLOGY SERVICES DIVISION

GSA business unit responsible for facility technology requirements including Cyber, IT Network, Monitoring, Controls, and Smart Building.

1.8.21 GSA NATIONAL ACCESSIBILITY OFFICER

GSA's national accessibility officer oversees accessibility compliance with respect to local adopted codes and the GSA-adopted national access code, the Architectural Barriers Act Accessibility Standard (ABAAS).

1.8.22 OCCUPANT AGENCY REPRESENTATIVES

1.8.22.1 CBP

CBP’s team – including project manager, program manager, port manager, and operations

– will be integral to the project design and development. They will be participating in recurring project progress meetings and design meetings and will review and provide comments on each document submission. CBP’s Project Manager will work hand-in-hand with GSA's Project Manager to coordinate any specific inquiries that need CBP SME input.

1.8.22.2 FDA

FDA personnel will also participate in and contribute to the progress and design meetings.

1.8.22.3 USDA/APHIS

USDA/APHIS personnel will also participate in and contribute to the progress and design meetings.

1.8.22.4 GSA

GSA personnel will also participate in and contribute to the progress and design meetings.

1.8.23 VENDORS and INSTALLERS by OTHER CONTRACTS

To support government requirements of this project, GSA may issue additional contracts to vendors and installers to complete certain work (e.g., furniture, security equipment) to meet these requirements. GSA will assist with collaborative coordination between the CMa and other vendors and installers as needed.

Project No. NVTBIL03 Vendor: APSI Construction Management (BPA No. 47PB0023A0002)

U.S. General Services Administration Public Buildings Service, New England Region (Region 1)

1.8.24 OTHER CONTRACTS not related to this SOW

GSA has hired a consultant, Solv LLC, to prepare an Environmental Assessment for the project.

If additional consultants are added to the project by GSA, the CMa shall coordinate their scope with those of others as needed.

END of SECTION

SECTION 2 - GENERAL REQUIREMENTS

Requirements in this section will apply to all project phases. Some of the requirements noted in this section may be subject to exercise of contract options. The specific activities, tasks, and deliverables required of the CMa are further delineated in SCOPE of SERVICES. The project goals are to achieve the best quality and value while controlling schedule and budget. As a general matter, the P100 and the P100 Performance Matrix represent baseline performance requirements for the project. These documents along with the OWNER’s PROJECT REQUIREMENTS (OPR), and standards incorporated by reference in the A/E SOW, represent the overarching documents that govern the execution of the project.

In collaboration with the entire Project Delivery Team, the CMa shall:

Provide professional Construction Management Advisory services that use specialized project management techniques to oversee, review and advise the planning, design, acquisition of the CMc, construction and completion of the project.