A.0. CMc SOW Highgate Springs LPOE 20240322.pdf

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Construction Manager as Constructor (CMc) Services for the Land Port Of Entry (LPOE), Highgate Springs, VT
Solicitation number
47PB0024R0033
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This document is a Statement of Work (SOW) for Construction Manager as Constructor (CMc) services to construct a new Land Port of Entry (LPOE) facility at Highgate Springs, Vermont. The project will replace the existing 44,000 GSF LPOE facility that serves 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).

The new LPOE will expand capacity to handle an estimated 30% increase in traffic volume after the adjacent Canadian Autoroute A35 project is completed in 2025. The SOW outlines the requirements for the CMc contractor's design-phase services, construction-phase services, and construction management responsibilities. Key requirements include conducting constructability reviews, cost estimating and reconciliation, schedule management, project closeout, and coordination with the architect-engineer, Construction Manager Advisor, and tenant agencies. The construction work will be performed under a Guaranteed Maximum Price (GMP) contract option. The design phase services will be procured at a firm-fixed-price. The project is targeting LEED Gold and SITES Silver certifications and must comply with Inflation Reduction Act requirements for low-embodied carbon materials and emerging sustainable technologies.

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Section I.H of the Agreement

STATEMENT OF WORK (FY24 DRAFT v)

Highgate Springs Land Port of Entry New Construction

DESIGN EXCELLENCE PROSPECTUS PROJECT

Construction Manager as Constructor (CMc) SOW U.S. General Services Administration, Public Buildings Service

PROJECT IDENTIFICATION:

PROJECT NAME Highgate Springs BIL Land Port of Entry (LPOE)

SOLICITATION NUMBER 47PB0024R0033

REGION 01- New England Region

DIVISION GSA Office Of Design & Construction

BUILDING NAME Highgate Springs Land Port of Entry

BUILDING ADDRESS 482 Welcome Center Rd. (U.S. Interstate 89) Highgate Springs, VT 05460

CONTRACTING OFFICER Blake Robbins- 1PQE

PROJECT EXECUTIVE John Maurer – 1PCTB

PROJECT MANAGER Cristina Clow – 1PCTB

LAST REVISION 22 March 2024

CMc Statement of Work FY24 U.S. Land Port of Entry, Highgate Springs, VT Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

TABLE OF CONTENTS

I. SUMMARY

II. THE PROJECT

A. Project Description

1. INFLATION REDUCTION ACT REQUIREMENTS

4. PROJECT WORK ITEMS

5. PROJECT DELIVERY METHOD

6. OPTIONS

7. ALLOWANCES

B. Project Goals & Objectives

1. GOALS

2. OBJECTIVES

C. Construction Manager as Constructor (CMc) Contractor Team

1. STAFFING

2. KEY PERSONNEL

3. OTHER PERSONNEL

4. EXPERTISE

5. CMc CONTRACTOR TEAM SUBSTITUTION

7. CMc CONTRACTOR’S DOCUMENT MANAGER (CDM)

III. GENERAL REQUIREMENTS

1. MEETINGS

2. BUILDING INFORMATION MODELING (BIM) AND (COBIE) AND OTHER ELECTRONIC DATA

3. DESIGN PHASE DELIVERABLES

a. CMc Constructability Review(s)

b. Design Assist Services

4. COST ESTIMATING, RECONCILIATION and PROPOSED ALTERNATIVES (CERPA)

5. PROJECT SCHEDULE AND ANALYSIS

6. CONSTRUCTION WORK SEQUENCING AND PHASING PLAN

7. EARLY WORK PACKAGES

8. RISK REGISTRY

9. PROJECT MANAGEMENT INFORMATION SYSTEM (PMIS)- Kahua

IV. SCOPE OF SERVICES

A. Pre Construction Phase Services a.k.a Design Phase Services

1. PROJECT INITIATION MEETING

2. COLLABORATION WITH THE A/E

3. DELIVERABLES MATRIX

4. OPERATIONAL EXCELLENCE PROGRAM

5. DESIGN REVIEW - PROCESS and PROCEDURES (DR. CHECKS)

B. Construction Phase Services - EXERCISE of the GMP OPTION

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

1. PERMITS and FEES

2. Pre-CONSTRUCTION MEETING

3. PRE-NTP SUBMITTAL REVIEW AND ACCEPTANCE

4. NOTICE TO PROCEED

5. SCHEDULE MANAGEMENT

6. COST MANAGEMENT

7. CHANGE MANAGEMENT

8. SUBMITTAL SCHEDULE

9. INSPECTIONS AND TESTING

10. BIM REQUIREMENTS

11. PROJECT RECORD DOCUMENTS

12. CLARIFICATIONS/ REQUESTS FOR INFORMATION / CHANGE ORDERS

13. PAYMENT REQUESTS

14. CMc CONTINGENCY ALLOWANCE (CCA)

15. CONSTRUCTION EXCELLENCE PEER REVIEWS (CEPR)

16. ART IN ARCHITECTURE INSTALLATION

17. LESSONS LEARNED WORKSHOP

18. COMMISSIONING

19. PRE-TURNOVER PROCESS

20. TURNOVER PROCESS

21. FINAL RECORD DOCUMENTS

22. MATERIAL SAMPLES, ATTIC STOCK AND SPARE PARTS

23. PREPARATIONS FOR OCCUPANCY

24. PROJECT AWARDS/LEED CERTIFICATION

25. CONTRACT CLOSEOUT

V. ADMINISTRATIVE PROCEDURES

A. Pre Construction Progress Reviews and Payments B. Construction Progress Reviews, Reports, Payments & Delays C. Contract Financial Closeout D. Travel, Reproduction, and Delivery E. Groundbreaking and Dedication Ceremonies F. Security Clearance and Management

1. HSPD-12 COMPLIANCE

2. PERSONNEL SECURITY REQUIREMENTS

G. Document Security

VI. POR, EXHIBITS, DRAWINGS AND OTHER ATTACHMENTS

VII. GLOSSARY

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

I. SUMMARY

The purpose of this document is to provide an overview of the Project and Construction Manager as Constructor (CMc) Contractor requirements as a part of the Construction Manager Constructor (CMc 101 - Agreement). This Statement of Work, is one part of Section I.H of the Agreement that includes Specifications, Drawings, Exhibits, and Other Attachments. For conflicts or ambiguities within or among the contract documents the CMc Contractor must refer to the CMc 101 - Agreement.

END OF SECTION

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

II. THE PROJECT

The Highgate Springs LPOE is located in Highgate Springs, VT, across the U.S.-Canada border from St.

Armand, Quebec. The existing 44,000 GSF Highgate Springs LPOE operates 24/7 at the border 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 facility is sited on 16.059 acres of land and serves both commercial and personally owned vehicle (POV) traffic.

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), is converting Route 133 into a multilane highway, which would then link Montreal to the U.S. with a continuous multilane highway system. Canada is targeting 2025 for substantial completion of this final highway segment. Historically, the traffic volume at this crossing has been over 475,000 privately owned vehicles (POVs) and 97,000 commercial trucks annually. Following completion of the A35 project, traffic volume is projected to increase by 30% at the Highgate Springs LPOE border crossing.

This project will construct a new fully operational Land Port of Entry at Highgate Springs. The new Land Port of Entry project will replace the existing port with a new facility that will have expanded capacity to alleviate the increase in commercial and POV traffic expected from completion of the Canada Autoroute A35 project.

GSA is working with its tenant agencies– 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. The new LPOE will need to be constructed in a way that allows the existing port to remain in operation throughout the construction.

A. Project Description

GSA has contracted with a separate architect-engineer (A/E) firm that is responsible for developing complete design and construction documents for the Project. The A/E’s contractor SOW is included, see Reference Documents. In addition, GSA has contracted with a Construction Management Advisor (CMa - CxP) to provide management and Commissioning Provider services from pre-design through the close-out phases of the project. The CMa-CxP’s SOW is also included for your review. GSA may issue additional separate contracts for: (1) Artist(s) under the Art in Architecture program; and (2) other consultants as may be reasonably necessary to complete the Project. The CMc contractor will be required to work with and coordinate with all of the GSA contractors.

This project requires specialized technical specifications, material and equipment procurement, installation, and Management and Verification (M&V). Successful project delivery will depend on active CMc Contractor collaboration with the CMa / CxP, GSA and other subject matter experts.

1. INFLATION REDUCTION ACT REQUIREMENTS

This project is funded in part by Section 60503 of the Inflation Reduction Act of 2022 (IRA), which provides funding for purchase of construction materials with substantially lower levels of embodied greenhouse gas emissions.

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

a) LOW EMBODIED CARBON (LEC) MATERIALS

This project requires the Contractor to acquire and install IRA-Eligible Materials that adhere to the global warming potential IRA Limits established in the Contract. IRA-Eligible Materials shall be purchased and properly installed per the Agreement, Scope of Work, Drawings and Specifications.

Unless otherwise specified, all work requiring use of materials with a contractually-established IRA Limit shall utilize materials compliant with those Limits.

For each type of IRA-Eligible Material, the Contractor shall provide submittals of Environmental Product Declarations (EPD) and product information -- see Division One Specification, Submittal Procedures, 013300.

IRA-Eligible Material scope item(s) shall be integrated into the project’s phasing, scheduling, reporting, and scope, to support overall project goals.

Limit area of disturbance or work area for IRA-Eligible Material scope item(s) to the minimum practical area. Work area or area of disturbance shall be restored to pre-project or new condition.

b) EMERGING AND SUSTAINABLE TECHNOLOGIES (E&ST)

The work includes installation and construction of IRA-funded emerging and sustainable technology (E&ST) scope items including Photovoltaics, Heat Pumps, Networked LED Fixtures and Controls, and Advanced Insulations

IRA-funded E&ST scope items shall be constructed, installed, and certified as complete and operable.

IRA-funded E&ST scope items shall be integrated into the project and conform with the overall project schedule.

Limit area of disturbance or work area for E&ST scope items to the minimum practical area.

c) COST ACCOUNTING AND CLIN STRUCTURE

The Inflation Reduction Act has strict accounting and contract line item formatting requirements.

The CMc contractor must segregate and track costs applicable to the Inflation Reduction Act and work with the GSA PM and Contracting Officer to ensure compliance with the accounting requirements.

2. EXISTING FACILITY INFORMATION

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)

● Hazmat Inspection Canopy (VT0063BH)

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

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 existing facility was constructed in 1997, which was several years before the creation of the Department of Homeland Security (DHS). As such, there have been significant changes to the way security screening operations occur at the border.

3. PREVIOUS STUDIES FOR REFERENCE

Previous Studies for reference are included in the Reference Documents.

The AE has completed geotechnical survey work and wetland delineation report provided in the Reference Documents.

The GSA has conducted National Environmental Policy Act (NEPA) analysis for the project. The Environmental Assessment is provided in the Reference Documents

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

GSA commissioned a Feasibility Study by EYP Architects to review alternatives for new port alternatives. The report was completed in 2019 and is provided in the Reference Documents

4. PROJECT WORK ITEMS

General Description Major elements of the project will include demolition of existing Port buildings and construction of a new, expanded facility. The new LPOE will require 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.

The existing port must remain in operation during the construction of the new Port.

The approved concept design and design narratives are attached to this SOW in the OPR, EXHIBITS, DRAWINGS AND OTHER ATTACHMENTS.

5. PROJECT DELIVERY METHOD

This project is using a delivery method of Construction Manager as Contractor (CMc). As noted in the Agreement, the CMc’s tasks are primarily separated into two distinct phases: (1) Pre Construction Phase Services, which is a Firm Fixed Price (FFP) Contract; and (2) Construction Phase

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

Work which is a Guaranteed Maximum Price (GMP) Contract which is awarded as the construction option.

As a general matter, the CMc shall review and become familiar with the scope of services under the A/E’s contract, especially the various standards, guidelines, policies, and documents that the A/E is required to follow in developing the design and construction documents. This review and familiarization is vitally important during the Pre Construction Phase Services because, as set forth in more detail below, the main tasks of the CMc Contractor during the Pre Construction Phase Services are to provide constructability and cost estimation reviews of the A/E’s design-related submissions. At its core, the CMc Contractor will help to ensure that the design and construction documents will enable the Government to exercise the Guaranteed Maximum Price (GMP) Option at a price that is at or below the GMP.

6. OPTIONS

In addition to the base scope of work, the options for this project are listed below. Refer to Section II.B. Contract Price Form in the CMc Agreement for option pricing. “Option” means a unilateral right in the Contract by which, for a specified time, the Government may elect to incorporate into the Contract additional scope, products, materials, equipment, systems, and installation methods that are described below. The amount for an option is the total adjustment from the Base Contract to incorporate the option work into the project. Option work includes miscellaneous devices, accessory objects and similar items incidental to or required for a complete installation, whether or not mentioned as part of the option description.

a. Summary of the Options:

Option 1: Guaranteed Maximum Price (GMP)

Option 2: Indoor Firearms Range - Indoor firearms range and training facility including associated utilities and services.

7. ALLOWANCES

a. CCA Allowance 536.7105-2 § (3) CCA

B. Project Goals & Objectives

1. GOALS

a. Maintain site security throughout construction.

b. Deliver Construction Excellence.

c. Utilize key sustainable technologies as identified in the Inflation Reduction Act (IRA) including low-embodied carbon (LEC) materials, and emerging and sustainable technologies (E&ST).

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

2. OBJECTIVES

a. Build dynamic partnerships and a cohesive team with all contracted parties and GSA, aligning goals and vision to successfully deliver this project’s scope on-time and on-budget.

b. Incorporate GSA Proving Ground (GPG) and Pilot to Portfolio (P2P) emerging technologies to the greatest possible technically and economically feasible extent. Refer to GPG RFI Topics v.1

FY24

c. Achievement of LEED Gold and SITES Silver certification.

C. Construction Manager as Constructor (CMc) Contractor Team

1. STAFFING

The CMc Contractor must provide experts in disciplines listed in the Facilities Standards for the Public Buildings Service ( P-100 2021v w2022 addendum), and as otherwise required in this section, with credentials as indicated, as they apply to this project. The CMc Contractor must provide sufficient staff of project managers, SME reviewers, cost estimators, schedulers, field engineers, superintendents, inspection and testing engineers, scheduling specialists, clerical and accounting personnel, etc. to perform the required work.

2. KEY PERSONNEL

Refer to Contractor Management and Personnel stated in the Agreement

3. OTHER PERSONNEL

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

4. EXPERTISE

At a minimum, the CMc Contractor’s team members should include each of the following experts to provide expertise (a single individual may be assigned more than ONE of the responsibilities / expertise listed below) as and when needed for efficient and effective operations:

Within 14 calendar days after the Notice to Proceed (NTP) the CMc Contractor must edit the Communications Plan, and complete the team entries.

a. Project Executive

b. Senior Project Manager

c. Assistant Project Manager

d. Pre-Construction (a.k.a design-phase) Project Manager

e. SME Reviewers - All Disciplines including civil - structural, geotechnical, hydrology and hydraulics, mechanical, electrical, architectural https://docs.google.com/document/d/10T-ItLMF03EE8NqNjigjITAzfUJGHtOcYLf76hP8aOE/edit https://docs.google.com/document/d/10T-ItLMF03EE8NqNjigjITAzfUJGHtOcYLf76hP8aOE/edit https://insite.gsa.gov/cdnstatic/P100%202022%20Addendum%20Final__0.pdf https://docs.google.com/document/d/1s-DNjf_KrSYybV0cqx0aduN6PtwZ_orMc7Otw2huOOQ/edit#heading=h.5jmuhqd7v7gs

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

f. Fire Protection Engineer: Defined in P-100 2021v w2022 addendum § 7.1.3.1

g. Environmental Coordinator (LEED and SITES coordinator)

h. Physical Security and Access Control Consultant/Coordinator

i. Quality Control Superintendent

j. Construction Superintendent

k. Construction Supervisor

l. Cost Engineer

m. Scheduler

n. Safety Officer

o. Operations & Maintenance (O&M) Project Manager

p. O&M Quality Control coordinator

q. Information Technology (IT) Consultant/Coordinator

r. Document Manager (CDM)

5. CMc CONTRACTOR TEAM SUBSTITUTION

During the performance of the services required under this contract, the CMc Contractor must obtain GSA written consent from the Contracting Officer before making any substitution for sub Contractors and outside associates or consultants specifically identified and agreed to in the request for qualifications, proposal, contract, and any contract modifications.

7. CMc CONTRACTOR’S DOCUMENT MANAGER (CDM)

The CDM must provide a single point of contact to manage documents and coordinate submissions.

The CMc Contractor must coordinate with GSA’s BIM POC within 14 calendar days after the NTP to confirm the BIM Management Plan (BMP), including naming conventions, format, structure, and training requirements.

The CDM must:

a. Control of all project documentation, including PMIS requirements

b. Control of as-builts and project files

c. Execute real time updating of as-builts with change orders, bulletins, RFIs, submittal registers and submittal logs.

d. Provide 30%, 60%, and 90% construction submissions of as-builts identifying all changes to date for Quality Control reviews.

e. Coordination with PBS CAD Standards, Building Information Modeling (BIM) and (COBie) and https://insite.gsa.gov/cdnstatic/P100%202022%20Addendum%20Final__0.pdf https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.36ei31r https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.3s49zyc https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.1rj68j4 https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.21s9ym2

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024 other Electronic Data

f. Coordination with Operations and Maintenance

END OF SECTION

https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.21s9ym2 https://docs.google.com/document/d/1vg9jIHwvYnHrxq9oFXcbtoLYp6rB1fk6iCh15rCNAd8/edit#heading=h.1axy6o0

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

III. GENERAL REQUIREMENTS

Requirements in this section shall apply to all project stages described in the section IV Scope of Services.

Some of the requirements noted in this section may be subject to exercise of contract option(s).

1. MEETINGS

At a minimum, the CMc shall attend all of the meetings listed in this section. For each meeting, the CMc shall determine the appropriate mix of attendees based on the subject matter. Unless otherwise noted, all Pre Construction Phase meetings shall be conducted in person at GSA offices in Boston, MA and all Construction Phase meetings will be conducted at the project site.

In General the meetings will consist of:

a. OAC Weekly Progress Meetings (virtual)

b. A/E Design Presentations (virtual)

c. Systems Selections Analysis Meetings

d. Constructability Review

e. Cost Evaluation (virtual)

f. Program Reconciliation

g. Historic Consultation Reserved

h. Partnering Workshops

1) Risk Management Workshops

The purpose of risk management sessions is to identify potential project challenges before they occur so contingencies may be planned and invoked as needed across the life of the project to mitigate adverse impacts on project delivery. The Risk Register captures all discussions surrounding concerns and potential problems that might arise over the life of the project.

The CMc shall participate in workshops with the GSA, A/E, CMa/CxP and other stakeholders to create, update, or modify a Risk Registry using the Construction Industry Institute’s Project Definition Rating Index (PDRI) (or a different industry standard as agreed to by the Contracting Officer) to assess risks and opportunities for the project.

The CMc shall participate in risk sessions that will be conducted after each Constructability Review in person in Boston, MA. Each session lasts 2 - 4 hours.

During these sessions, the parties will use the Construction Industry Institute’s Project Definition Rating Index and Risk Register for the project. One PDRI evaluation session typically occurs at approximately the 50% design completion stage. The final PDRI typically occurs at the completion of design to document that the planning and design is complete and the project is ready for construction.

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

With each deliverable from the CMc, the parties will discuss whether the Risk Registry needs to be modified based on the then-current state of the project.

2) Mockups and Systems Selection

The CMc shall participate in systems selection analysis meetings, including the inspection and evaluation of mockups of: proposed spaces, courtrooms or curtain walls, inspection booths.

3) Historic Consultation Meetings Reserved

4) Partnering Workshops

To most effectively accomplish this contract, the Government requires that the CMc and its subcontractors participate in three partnering sessions conducted by a professional facilitator arranged for by the CMa. Refer to Division One, SECTION 013100 - PROJECT MANAGEMENT AND COORDINATION for requirements

a) The Initial Partnering Session shall be one day (8 hours plus an additional 30 minute lunch break). It shall be located at or near the construction site as determined by GSA.

b) The Follow-on Partnering Sessions generally last a half day or less. They will be scheduled at 3-6 month intervals depending on the length of the Design Phase Services portion of the project. Participants are encouraged to utilize electronic means to expedite meetings. Meetings may be held at the project site or in a Government facility. Follow-on meetings may be held concurrently with other scheduled meetings.

Attendees need only be those required to resolve current issues. The same Facilitator used in the Initial Partnering session is recommended to achieve best results and for continuity.

2. BUILDING INFORMATION MODELING (BIM) AND (COBIE) AND OTHER ELECTRONIC DATA

The CMc will participate in the BIM deliverable review process, BIM QA/QC process, and support GSA organizational BIM Objectives. The CMc will play a key role to ensure that separate contracts for design and construction are well coordinated, such that the design team and CMc firm will both comply with BIM requirements. The CMc shall review all BIM submissions listed in the P100 for compliance with GSA BIM standards. The CMc will participate in the design team’s BIM execution planning and BIM dedicated meetings or reviews. The CMc will use the most current A/E model(s) as appropriate to provide independent feedback such as constructability reviews, and incorporate BIM into other activities (such as scheduling) wherever possible.

The A/E is required to develop the design documents using BIM software, and use the models throughout design for communication and collaboration with GSA. Models are to comply with the requirements of the GSA Regional BIM Standard, COBie Playbook, Common Data Exchange (CDX) as well as the P-100.

The CMc will receive a final Record Model from the designer (after substantial completion), which the CMc will be required to further develop in accordance with the GSA Regional BIM Standard.

3. DESIGN PHASE DELIVERABLES

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

The CMc must provide a written deliverable based on the A/E’s design-related submissions for each of the following A/E Submission milestones (these milestones are further defined in the P-100):

A/E Submissions

1) Final Concept Design + changes/recommendations from Commissioner’s Presentation

2) 65% Design Development (DDs) Documents

3) 95% Design Development (DDs) Documents

4) 100% Design Development (DDs) Documents

5) 65% Construction Documents (CDs)

6) 95% Construction Documents (CDs)

7) Final Construction Documents (CDs)

Each written deliverable from the CMc is due to the Contracting Officer within 21 calendar days from the CMc Contractor’s receipt of the A/E’s design-related submission.

a. CMc Constructability Review(s)

In General:

Constructability Reviews are a series of meetings, generally corresponding to and aligning with the project's design phase. These reviews become increasingly detailed as the design develops and become an integral part of the overall construction planning process. When initiated early in the design process, constructability multi-disciplinary reviews can build on the Basis of Design (BoD), by addressing operations and maintenance (O&M) requirements.

Constructability Reviews shall ensure that the A/E’s design effort is biddable, buildable, cost reasonable allowances, alternates, escalation, deducts), and maintainable. They consist of the systematic detailed review of drawings, construction documents and other construction data by the CMc’s senior expertise in all disciplines that utilize BIM technology to identify missing data, data conflicts, code issues, inconsistencies, construction feasibility and operational issues. The goal is to save the project time and money by uncovering problems or potential problems that may be encountered during construction such as errors, omissions, ambiguities and conflicts.

The CMc shall perform successive constructability reviews to include the steps described below. The earlier in the design process that the constructability program begins, the higher the potential savings.

1) Steps for conducting a Constructability Review

Pre-constructability Review Activities

a) A/E issues milestone drawings for review

b) CMa provides CMc with complete project documentation i.e. A/E’s construction documents (digital documents), owner’s requirements, site information, etc.

c) CMc provides GSA with their management plan for conducting the review

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

The plan should include the methodology, phasing, activities,personnel qualifications and deliverables. The plan must be provided to and accepted by the CO before proceeding with the workshop.

d) CMa coordinates the flow of Q/A information between CMc and stakeholders (before - during - and after the workshop)

e) GSA defines the constructability review - objectives and measures

f) CMa facilitates “CMc Orientation meeting” with CMc reviewers” with GSA, CMa, A/E and others

Constructability Review Activities

g) CMc coordinator conducts multi discipline “structured review” as defined by the accepted CMc methodology (item c)

(1) The Reviewers should be collocated, utilize BIM technology and incorporate a phased approach for the review.

(2) The CMa shall attend the entire review to act as a liaison with the GSA PM and A/E, answer questions and provide additional technical information.

(3) The CMa shall facilitate a site walk-thru

Constructability Review Deliverables

h) For each review the CMc shall provide a written report with the following sections:

(1) Executive summary

(2) Risks assessment and Risk Registry as described in Section III.8, Risk Registry

(3) Cost Estimate as described in Section III.4, Cost Estimating, Reconciliation and Proposed Alternatives (CERPA)

(4) General and specific comments

(5) Constructability Alternate Concepts with cost impacts (CERPA)

(6) Include Industry Best Practices

(7) Schedule evaluation Risk Analysis including - ECW, schedule, design quality, or project scope.

(8) Provide recommendations on constructability; improving life cycle costs; sustainability; LEED; systems analysis; functionality; enhancing operational flexibility; and minimizing labor or material shortages.

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

(9) Construction Work Phasing and Sequencing and coordination as described in Section III.6, Construction Work Sequencing and Phasing Plan

(10) Propose Early Work Package Suggestions as described in Section III.7, Early Work Packages

(11) Identify nonconformity (codes, standards, requirements, etc.) errors, omissions, inconsistencies discovered by or made known to the CMc.

(12) The constructability report shall include a section that: (1) names each major trade subcontractor, vendor, or supplier that the CMc used or relied on in preparing the submission; (2) provides a brief description of the services provided by such company; and (3) the work that the company might perform on the project (if ultimately selected by the CMc). As noted above, representatives of these companies must attend the post-submission (constructability review) meetings with the Government.

(13) Building Information Modeling (BIM) Compliance

Post Constructability Review Activities

i) CMc presents FINDINGS to GSA, CMa, A/E and other project stakeholders in a usable, non adversarial fashion

j) CMa facilitates multiple Project Discussions with all parties and integrates CMc FINDINGS into the project’s “Constructability Log”

k) GSA “accepts; selected Constructability Alternative Concepts and updates Risk Registry

l) A/E implements GSA “accepted” Constructability Concepts into the project design and verifies cost impact

m) CMc back checks revised design and validates cost impact

n) CMa monitors and monitors the integration of constructability comments into A/E documents

o) CMc participates in CERPA to identify cost reductions through improved efficiencies.

p) GSA documents lessons learned into national database

q) CMc prepares for the next Design review milestone - Constructability review

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

b. Design Assist Services

The “Design Assist” task(s) shall provide one or more subcontractors (The “Design Assist” entities may ba a trade subcontractor, manufacturer or vendor with specialties, i.e.

electrical, HVAC, Fire Protection, Plumbing, Structural Steel, Finished Carpentry, etc.) are hired by the CMc to collaborate with or “assist” the A/E in developing the design and construction documents. Subcontractor collaboration with the A/E can include providing system design options, considering longevity of system components, performing cost analysis, determining means and methods, and that the proposed concepts work within the overall building type design.

The subcontractors are hired by the CMc early in the design process (start of the Design Development Phase) to provide the A/E input as the design is technically developed. The “Design Assist” subcontractors do not engage in design, and do not assume design liability.

In Design Assist, the design responsibility resides with the A/E.

The “Design Assist” task(s) should align design intent, combined with means and methods expertise, to accurately fabricate the materials, with ultimate integration into the building components to meet GSA requirements, of quality, scope, cost and schedule.

4. COST ESTIMATING, RECONCILIATION and PROPOSED ALTERNATIVES (CERPA)

The purpose of the CERPA is for the Government to have the benefit of multiple, separate estimates prepared at major design milestones to ensure that project’s design is in alignment with the ECW.

The CMc leads this collaborative reconciliation effort. When necessary the CMc proposes alternative designs that may be considered by GSA to improve the project’s efficiency and to lower the project cost.

At 65% DD, 95%DD, 100%DD, 65%CD, and 95%CD design milestones the CMc shall review the project’s design documents, provide detailed pricing information of the design and provide alternative systems, materials and finishes that maintain the design intent to meet the ECW.

The estimates shall:

a. Be developed after input from the constructability workshop.

b. Performed in the same level and detail as set forth in the P-100, Appendix A

c. Comply with the Cost Management Matrix found at Table A-1

d. Comply with the cost-estimating requirements for capital construction projects as set forth in the P-120.

e. The CMc shall provide detailed pricing information, the A/E shall provide an updated cost estimate and the CMa shall provide an independent TPE.

f. The cost reconciliation shall be conducted in a workshop setting with representatives and experts available from each organization.

g. The cost reconciliation shall identify variances between the estimates, anomalies, ambiguities and minor omissions.

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

h. The CMc’s review shall include an assessment of current market conditions, labor and material availability, constructability issues, phasing or sequencing impacts.

i. The CMc shall facilitate the reconciliation of differences in the various estimates developed for the project

j. If the reconciled costs are significantly under the ECW, then the CMc proposed alternatives should identify opportunities to purchase greater efficiencies and quality, after discussions on future risk exposure.

k. If the CMc’s design review estimate is over the ECW the reconciliation may need further evaluation, i.e. Bring in subcontractors to discuss risks driving costs or identifying details complicating fabrication, review subcontractor pricing, Is there more than one? Are costs aligned between subs for the same work? The CMc and its major trade subcontractors, vendors, or suppliers shall participate in reconciliation meetings.

l. If estimates from the A/E are over budget, direction must be given for them to meet their contract design to budget. The project team will need to develop ideas to facilitate options to realign the design to budget without impact to program, facility operations or security.

The team should not leave the design progress phase without being in budget or with a solution to recover.

m. If the design (or its major cost elements) appears to exceed the ECW, the CMc shall propose alternatives that will deliver the project at or below the GMP Option. The CMc leads the PROPOSED ALTERNATIVES effort aided by the design team. The recommendations for changes to the design must be approved by the Government.

PROPOSED ALTERNATIVES shall be based on a Life cycle cost analysis. The PROPOSED ALTERNATIVES effort is not a scope reduction process to lower the ECW to increase the potential shared savings.

5. PROJECT SCHEDULE AND ANALYSIS

At each constructability review, provide a detailed, time-scaled computer generated project schedule with activities representing each portion of the work for the entire contract performance period. The project schedule shall be prepared using the Critical Path Method (CPM) for the planning, scheduling and reporting of the work to be performed. The CPM scheduling software shall be capable of generating and depicting the longest path of the schedule network. Schedule activities shall accurately depict the contractor’s means and methods to complete the entire scope of work including, but not limited to, activities of subcontractors, consultants, equipment vendors and suppliers, GSA, and others, as required.

6. CONSTRUCTION WORK SEQUENCING AND PHASING PLAN

The CMc shall submit a construction work allocation plan at each constructability review submission addressing all of the following topic areas.

a. Construction phasing approach

b. Use of any fast tracking or multiple construction document packages to achieve cost or schedule efficiencies, improvements, or savings

c. Schedules for award of subcontract construction packages, including procurement cycles, Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024 deliverable approvals, construction delivery and testing/commissioning

d. Temporary or swing space moves, including all aspects of tenant relocation(s) (telecommunications, furniture relocations, etc.)

e. Temporary facilities and laydown areas

f. Possible labor or material shortages

g. Means and methods

h. Long-lead items

7. EARLY WORK PACKAGES

During the design of the project, the CMc and the Government may agree that it is in the best interest of the project to initiate early construction packages. These early work packages can be individual GMP line items or firm fixed price line items. Early construction packages should be for standalone, severable scopes.

8. RISK REGISTRY

The CMc shall provide review and recommendations to the project Risk Registry after each Constructability Review and as necessary. The project shall use the Construction Industry Institute’s IR280-2 Risk Register - dated 2013 for their deliverable.

9. PROJECT MANAGEMENT INFORMATION SYSTEM (PMIS)- Kahua

GSA requires the use of the PMIS (GSA’s project management information system) throughout the project life cycle as a project management tool, and as a repository for timely and accurate project information. The current PMIS in use by GSA is Kahua.

The CMc Contractor shall utilize the PMIS for:

a. Collaboration Tool

Collaborate with GSA and the broader Project Delivery Team across all project tasks.

b. Storage Repository

Store all project information and documentation, including controlled unclassified information (CUI) and communications.

c. Kahua Applications

The following applications shall be utilized by the CMc Contractor:

1) Cost Management

a) Earned Value - Review A/E provided cost loaded schedules for Earned Value progress

b) Estimating and Funding - Upload and review project estimates

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

c) Expenses - Manage contract financial information including contract awards, tracking potential change requests, breakdown of schedule of values, and pay request review

d) Work Breakdown - View project financial information

2) Document Management

a) Communications - Document and upload formal project communications

b) Daily Reports - Document and upload daily A/E reports

c) Design Review - Initiate, manage and participate in project design reviews

d) Field Observations - Record field observations, test results and upload related documentation

e) File Manager - Manage project/contract files and initiate design reviews

f) Meetings - Document project meetings and track progress on key action items

g) Packaged Submittals - Manage project submittal review process and upload related documentation including submittal registers and submittal logs. Packaged Submittals may consist of multiple submittal items.

h) Punchlists - Manage project punch-list process and upload related documentation

i) RFI’s - Manage project RFI process and upload related documentation

j) Risk Register - Identify and contribute to managing key project risks

k) Safety - Manage project related safety issues including Accident Reports, Fire Alarm/Sprinkler Outage Requests, Fire Incident Reports, Hot Work Requests, Injury Reports and Safety Notices

3) Schedule Management

a) Milestones

The CMc shall review key schedule milestones for project progress as needed

4) Other

a) Sustainability - Review/contribute to project sustainability reporting, uploading related documentation

b) Project Directory - Ensure all team members are include in the project directory and have correct Kahua permission

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

c) Dashboards/Reporting - Use as needed to meet reporting and management requirements.

d. Access and Equipment

PMIS is web-accessible and can therefore be accessed via any compatible computer with an Internet connection. Information for requesting an account, accessing the PMIS and equipment needed is available on the Project Management Information System - Access site. GSA will not furnish any equipment related to accessing PMIS.

e. Training

GSA will provide no cost training to familiarize team members with the PMIS system. That being stated, GSA will not reimburse the CMc for any travel related to any PMIS training.

Training videos via YouTube and reference guides are available on the Project Management Information System - Training site.

f. Support

GSA will provide PMIS system administration and end-user support for the duration of the project. To request assistance email kahuasupport@gsa.gov.

g. Personnel Requirements An HSPD-12 (Homeland Security Presidential Directive 12) security clearance is not required to access the GSA PMIS. Further information on HSPD-12 may be found at the following website: www.gsa.gov/hspd12. The time to process and obtain clearances may vary in length. (Any CMc personnel who require access to GSA’s PMIS may get an account with limited access without a Tier 1 clearance, but for full access must go through the security process and receive a Tier 1 clearance.)

END OF SECTION

https://www.gsa.gov/real-estate/design-and-construction/project-management-information-system/access-project-management-tool https://www.gsa.gov/real-estate/design-and-construction/project-management-information-system/access-project-management-tool https://www.gsa.gov/real-estate/design-and-construction/project-management-information-system/training-project-management-tool https://www.gsa.gov/real-estate/design-and-construction/project-management-information-system/training-project-management-tool mailto:kahuasupport@gsa.gov http://www.gsa.gov/hspd12

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024

IV. SCOPE OF SERVICES

In General:

The A/E’s contract requires the A/E to follow the design process as set forth in the Facilities Standards for the Public Buildings Service (P-100). The P-100 describes two overarching design phases: (1) Design Development (DD); and (2) and Construction Documents (CDs). At the time of the CMc contract award the Government provided certain design and project related documents as part of the CMc source selection process in order to, among others, award a firm-fixed-price base contract for the CMc provided - Pre-Construction Services and to establish the CMc’s “initial target GMP”.

As a matter of policy, the Contracting Officer will not exercise the GMP Option until the Construction Documents are at least 75% complete. The Design Phase Services portion of the project provides the opportunity for the CMc Contractor to maximize its understanding of the design requirements, the design intent, and the technical requirements of the Project. Exercise of the GMP Option: The final GMP is established, and the Notice to Proceed (NTP) is given to the CMc, exercising the construction option, and the CMc continues with the project's construction, not to exceed the GMP.

A. Pre Construction Phase Services a.k.a Design Phase Services

The CMc shall exercise reasonable care in performing its Pre Construction Services. The Owner and A/E shall be entitled to rely on, and shall not be responsible for, the accuracy, completeness, and timeliness of services and information furnished by the CMc. The CMc, however, does not warrant or guarantee estimates and schedules except as may be included as part of the GMP. The CMc is not required to ascertain that the Drawings and Specifications are in accordance with applicable laws, statutes, ordinances, codes, rules and regulations, or lawful orders of public authorities, but the CMc shall promptly report to the A/E and Owner any nonconformity discovered by or made known to the CMc as a request for information in such form as the A/E may require.

1. PROJECT INITIATION MEETING

The CMc shall participate in an initial meeting with other members of the project team (the A/E, GSA, CMa, and customer agency representatives to review the project’s scope, status of design, discuss goals, begin initial project planning, and agree to the schedule for regularly scheduled Project Meetings.

2. COLLABORATION WITH THE A/E

During the A/E’s Design Phase Services, the CMc provides Pre Construction advice to the owner and the A/E in a collaborative environment to identify the potential impact of the design on the project's actual construction and cost. Specifically, the CMc will focus on the design, constructability issues, schedule, cost, risks, and engage in a series of CMc Constructability Reviews and CERPA that occur after each A/E Design Submission. As required by the project the CMc shall facilitate in COST ESTIMATE RECONCILIATION and PROPOSED ALTERNATIVES workshops after each Constructability Review. The ultimate goal of this collaboration is to establish a final Estimated Cost of Work (GMP) that does not exceed the “initial target GMP” (as set forth in the Contractor’s proposal). The CMc's involvement during the project design phase provides GSA with the ability to identify current market conditions concerning labor and material availability, constructability issues, and any phasing and sequencing impacts.

In addition to the Constructability Reviews and CERPA workshops the A/E and its subcontractors will communicate through “Informal Information Exchange”, “Design Assist” or “Delegated Design”

Project No.: NVTBIL03 Contract No. 47PB002R0033

U.S. General Services Administration New England Region (Region 1)

Design & Construction Division (1PC) 25 March, 2024 processes or contracts that may involve the CMc and its trade subcontractors. This will ensure mutual understanding of both the A/E's design intent and the CMc's means and methods, and thus ensure greater certainty in pricing the construction work. It also increases the likelihood that design errors and omissions are recognized and resolved during design. In addition, this collaboration takes place during a time that does not significantly impact the construction schedule and that can result in expedited production and review of shop drawings once construction commences

3. DELIVERABLES MATRIX

The Deliverables Matrix has this project’s detailed list of design review deliverables and milestones.

4. OPERATIONAL EXCELLENCE PROGRAM

The CMc Contractor must participate in Operational Excellence (OE) Reviews during each design phase. The Deliverables Matrix provides OE related deliverables requirements. The reviews include receiving and responding to questions and comments from the GSA’s regional and national (Central) Office of Facility Management (OFM) staff and building systems’ subject matter experts (SME).

5. DESIGN REVIEW - PROCESS and PROCEDURES (DR. CHECKS)

GSA, and other occupant tenant agencies will review the A/E’s design submissions listed in the Deliverables Matrix for their iterative development towards meeting the expected outcome of the design. GSA and the tenant agencies will provide comments in Dr. Checks within 21 calendar days following each design submission. The A/E will respond to comments within Dr. Checks, including any follow-up and closure. The CMc shall participate in the design review process and provide comments within the design review timeline for GSA consideration.

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