128. A.0 SOW CMc Houlton LPOE Final revised 2024 12 17.pdf

Section I.H of the Agreement

STATEMENT OF WORK (FY24 DRAFT v)

Houlton Land Port of Entry Facility Repairs and Alterations

DESIGN EXCELLENCE PROSPECTUS PROJECT

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

PROJECT IDENTIFICATION:

PROJECT NAME HOULTON LAND PORT OF ENTRY

SOLICITATION NUMBER 47PB0024R0049

REGION NEW ENGLAND REGION 1

DIVISION GSA OFFICE OF DESIGN & CONSTRUCTION

BUILDING NAME HOULTON LAND PORT OF ENTRY

BUILDING ADDRESS Interstate 95, Houlton, ME 04730

CONTRACTING OFFICER Paul D. Murphy, 1QPE

PROJECT EXECUTIVE Eugene Mozzoni, 1PCTA

PROJECT MANAGER Kenneth Perez, 1PCM

LAST REVISION August 2, 2024 mailto:bradley.taplick@gsa.gov mailto:bradley.taplick@gsa.gov

CMc Statement of Work FY24 v U.S. Land Port of Entry, Houlton, ME 04730 Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

TABLE OF CONTENTS

I. SUMMARY

II. THE PROJECT

A. Project Description

1. INFLATION REDUCTION ACT REQUIREMENTS

2. SUPPLEMENTAL PROJECT INFORMATION

3. PROJECT WORK ITEMS

4. CONTRACT TYPE

5. OPTIONS

6. ALLOWANCES

7. DELIVERY METHOD

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

6. CMc CONTRACTOR’S DOCUMENT MANAGER (CDM)

III. GENERAL REQUIREMENTS

1. MEETINGS

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

3. DELIVERABLES

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

5. PRELIMINARY 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

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

2. COLLABORATION WITH THE A/E

3. DELIVERABLES MATRIX

4. OPERATIONAL EXCELLENCE PROGRAM

5. DESIGN REVIEW - PROCESS and PROCEDURES

B. Construction Phase Services - EXERCISE of the GMP OPTION

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

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

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

E. Groundbreaking and Dedication Ceremonies (Requirements To Be Determined)

F. Security Clearance and Management

1. HSPD-12 COMPLIANCE

2. PERSONNEL SECURITY REQUIREMENTS

G. Document Security

VI. OPR, EXHIBITS, DRAWINGS AND OTHER ATTACHMENTS

1. A/E SOW for Construction Manager-as-Contractor (CMc) Delivery Method

2. CMa and Commissioning Services SOW / Construction Manager-as-Contractor (CMc) Delivery Method

3. P-100 2021v w2022 addendum

4. P-100 Appendix A.6 Life Cycle Cost Analysis Requirements

5. P-100 Submittal Matrix v10 CMc

6. Sustainability Round-up

7. P-120, Public Buildings Service Cost and Schedule Management Policy Requirements, October 2022

8. GSA Commissioning Guide

9. Supplemental pricing and Invoicing Instructions for Projects Funded by the Inflation Reduction Act of 2022

10. Communications Plan

11. GSAR 536.7105-3 Accounting and Auditing Requirements

12. GSA DIVISION ONE SPECIFICATIONS (Attachment Pending)

13. TECHNICAL SPECIFICATIONS (Attachment Pending)

14. 100% CONSTRUCTION DOCUMENTS (Attachment Pending)

15. OWNER’S PROJECT REQUIREMENTS (Attachment Pending)

16. BASIS OF DESIGN REPORT (Attachment Pending)

17. ROOM DATA SHEETS (Attachment Pending)

18. CXA PLAN (Attachment pending)

19. CBP Land Port of Entry Design Standard 2023

20. CMa COBie Services Statement of Work

VII. GLOSSARY

A. Acronyms https://drive.google.com/file/d/11IYNNXsmHnplyFIDz_ZczFu-ckvp4cja/view?usp=drive_link

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

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.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

II. THE PROJECT

The Houlton Land Port of Entry (LPOE) project is a repairs and alterations project for the existing U.S. Customs and Border Protection campus buildings and site systems, which are in need of upgrades and repairs. Located at the northern terminus of Interstate 95 in Houlton, Maine, the Houlton LPOE is a complex of four (4) buildings. The Main Port Building, Customs and Border Protection (CBP) Commercial Inspection Building, and FDA/GSA/APHIS Building;

all of which are owned and maintained by the GSA, The Non-Invasive Inspection Building (NII) is maintained by CBP, however GSA has ultimate custody and control of that structure. The NII Building is not included in the scope of the project. The existing facility was constructed in 1985.

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. A copy of the A/E’s contractor SOW is included as an attachment; refer to Section VI. OPR, Exhibits, Drawings and Other Attachments. In addition, GSA has contracted with a Construction Management Advisor (CMa - CxP) to provide management services from pre-design to the close-out phase of the project. The CMa’s SOW is also included for your review; refer to Section VI. OPR, Exhibits, Drawings and Other Attachments. 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.

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

1. INFLATION REDUCTION ACT of 2022 REQUIREMENTS

This project is funded in part by Sections 60503 and 60504 of the Inflation Reduction Act of 2022 (IRA). Section 60503 Low Embodied Carbon (LEC) Materials provides funding for purchase of construction materials with substantially lower levels of embodied greenhouse gas emissions. Section 60504 Emerging Technologies provides funding for emerging and sustainable technology (E&ST) scope. The IRA requirements supersede LEC requirements referenced in GSA P-100 Facilities Standards.

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

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

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. Refer to SUPPLEMENTAL PRICING AND INVOICING

INSTRUCTIONS FOR PROJECTS FUNDED BY THE INFLATION

REDUCTION ACT OF 2022.

2. SUPPLEMENTAL PROJECT INFORMATION

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

b. Project Delivery Team

The entire group of first tier contractors hired by GSA and including GSA to execute the project, i.e. GSA, CBP, CMa - CxP, CMc, and A/E.

c. Stakeholders:

i. U.S. Customs and Border Protection (CBP)

ii. Food and Drug Administration (FDA)

iii. U.S. Department of Agriculture’s Animal and Plant

Health Inspection Service ((APHIS)

iv. GSA Office of Facilities Management

3. PROJECT WORK ITEMS

GSA has established a Design-to-Limit Budget of $22,731,000 for the repairs and alterations.

Planned repairs and alterations include:

● New building envelope components (roofing, windows, exterior wall panels, storefront systems, exterior doors and frames, building sealants) for the Main Port Building

● Upgrades to life safety & fire protection systems, plumbing systems, mechanical systems (geothermal), and electrical systems for the Main Port Building

● Optional - limited site civil work for items in need of repair including water service lines and underground water storage for fire suppression sprinkler systems

● Optional - new primary and secondary generators

● Optional - new building envelope components (roofing, windows, exterior wall panels, storefront systems, exterior doors and frames, building sealants) for the

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

CBP Commercial Inspection and FDA/GSA/APHIS Buildings

● Optional – upgrades to life safety and fire protection system for the CBP Commercial Inspection and FDA/GSA/APHIS Buildings

● Meeting all accessibility standards.

● Incorporating sustainability features and advancing community goals per the Bipartisan Infrastructure Law (November 15, 2021).

● Use of low embodied carbon building materials and implementing sustainable technologies per the Inflation Reduction Act of 2022.

The Houlton LPOE is a 24-hour, 7-day, 365-days-per-year mission critical facility, processing commercial and non-commercial vehicles entering and exiting the United States from the Woodstock Border Crossing in Belleville, New Brunswick, Canada.

The existing LPOE will need to remain in operation 24 hours-a-day, 7 days-a-week, 365 days-a-year, while the facility is being repaired/altered.

4. CONTRACT TYPE

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

a. Period of Performance

CMc Award (Design Phase Services) 12-10-2024

Design Development Phase Complete 02-28-2025

Construction Documents Phase Complete 10-15-2025

Construction Award / GMP Exercised 11-04-2025

Construction NTP 12-12-2025

Construction Substantially Complete 06-07-2027

Close Out 08-31-2027

Contract Completion 09-16-2027

b. Guaranteed Maximum Price (GMP) [To be determined at conclusion of the Construction Document Phase]

c. Conversion to a Firm-Fixed-Price (FFP) GSAR 536.7105-8 https://www.acquisition.gov/gsam/536.7105-8

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

5. 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 [Note: To be determined at conclusion of Final Concept Design Phase]

● Bid Option 1 - Limited site civil work for items in need of repair including water service lines and underground water storage for fire suppression sprinkler systems

● Bid Option 2 - Primary Emergency Generator

● Bid Option 3 - Secondary Emergency Generator

● Bid Option 4 - New building envelope components (roofing, windows, exterior wall panels, storefront systems, exterior doors and frames, building sealants) for the FDA/GSA/APHIS Building

● Bid Option 5 - New building envelope components (roofing, windows, exterior wall panels, storefront systems, exterior doors and frames, building sealants) for the CBP Commercial Inspection Building

● Bid Option 6 - Upgrades to life safety and fire protection system for the FDA/GSA/APHIS Building

● Bid Option 7 - Upgrades to life safety and fire protection system for the CBP Commercial Inspection Building

6. ALLOWANCES

a. CCA Allowance 536.7105-2 § (3) CCA

b. Other types of Allowances 536.7105-6 § (b) CCA

7. ALTERNATES

IRA funding for this project is dependent on the Contractor’s ability to procure and utilize IRA eligible materials and equipment. For Low Embodied Carbon (LEC) Materials and Emerging & Sustainable Technologies (E&ST), the contractor shall price alternates for traditional materials. Refer to GSA 012300 ALTERNATES for additional information

8. DELIVERY METHOD

In General:

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

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC) 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.

B. Project Goals & Objectives

1. GOALS

a. Maintain full operations and current throughputs for all Port agencies throughout Construction.

b. Maintain accessibility throughout the site during construction implementation.

c. Maintain site security throughout construction.

d. Deliver Design and Construction Excellence.

e. Address significant problems and issues with each existing facility (re: 2021 Program Development Study).

f. Provide buildings and infrastructure that incorporate durable construction materials, sustainable design elements, and are climate resilient.

g. Provide an upgraded port that is functional and accessible for each customer agency and their operations and interactions with the public.

h. Perform design and construction efficiently and effectively using current technology tools for design, reviews, inspections, and project management processes.

i. Provide best value to GSA, their customer agencies, the community, and the American taxpayer.

j. 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)

2. OBJECTIVES

a. Modernize the Houlton LPOE for CBP to meet current and forecasted operational mission needs and in accordance with the CBP 2023 Design Standard with clarifications (and future CBP Design Standards) and 2021 PBS P-100 with 2022 Addendum and P-100 Appendix A.6 Life Cycle Cost Analysis Requirements baseline.

https://drive.google.com/file/d/1j4TN6O1DwrcNKZsWgAxcG3EOB8dtnOny/view?usp=drive_link https://drive.google.com/file/d/1j4TN6O1DwrcNKZsWgAxcG3EOB8dtnOny/view?usp=drive_link https://drive.google.com/drive/folders/1vHgdMRis9hs1u87c3GdRVzlf8exdG9M6

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

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

c. Meet sustainability goals, including:

i. A Net Zero Ready facility

ii. An 80% fossil fuel reduction

iii. Use key sustainable products

iv. Achieve LEED Gold if feasible (limited repair and alteration scope)

v. Adherence to Guiding Principles for Sustainable Federal Buildings

(This document is available by link in PBS P-100, Chapter 1, Item 1.3.3)

vi. Incorporate GSA Green 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

vii. Adherence to sustainability requirements listed in P100 2021v w2022 addendum, Executive Orders, and laws that apply during design & construction. (Reference Sustainability Round-up for key sustainability requirements.)

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

Point of Contact: TBD

The CMc Contractor may substitute any such personnel only with the advance written approval of the Contracting Officer, whose approval must not be unreasonably withheld. Any such substitution must be at no additional cost to the Government and the replacement must have equal or greater experience, expertise, and qualifications as the substituted personnel. The CMc Contractor must provide any information as may be reasonably requested by the Contracting Officer such as a resume or curriculum vitae and, in addition, the individual may be required to meet in-person with the Contracting Officer prior to approval.

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.

https://docs.google.com/document/d/10T-ItLMF03EE8NqNjigjITAzfUJGHtOcYLf76hP8aOE/edit https://docs.google.com/document/d/10T-ItLMF03EE8NqNjigjITAzfUJGHtOcYLf76hP8aOE/edit

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

4. EXPERTISE

At a minimum, the CMc Contractor’s team members should include 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 30 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. Project Manager

c. Assistant Project Manager

d. BIM & COBie Specialist

e. Sustainability/LEED Specialist

f. SME Reviewers - All Disciplines including civil - structural, geotechnical, hydrology and hydraulics, mechanical, electrical, architectural

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

h. Environmental Specialist

i. Quality Control Superintendent

j. Construction Superintendent

k. Construction Supervisor

l. Cost Estimator

m. CPM Analyst/Scheduler

n. Safety Officer

o. Commissioning CxA

p. Building Envelope Specialist BECx

q. Document Control Manager

r. Construction Cost Accountant

s. Accessibility Specialist

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 https://docs.google.com/document/d/12GIu1eop8EjcQ-JUt4DTfwvFdxQyf8gJ/edit#heading=h.gjdgxs

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC) making any substitution for subcontractors and outside associates or consultants specifically identified and agreed to in the request for qualifications, proposal, contract, and any contract modifications.

6. 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 30 calendar days after the NTP to confirm the BIM Execution Plan (BEP) and COBie Information Delivery Plan, 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.

d. Provide 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 other Electronic Data

f. Coordination with Operations and Maintenance

g. Coordination with CMa COBie Services Statement of Work

END OF SECTION

https://drive.google.com/file/d/1bIEEtRPzVBOsySAMSpSVV5vkEDgfaeDJ/view?usp=drive_link https://drive.google.com/file/d/1pJx2L_FlZugAXZ0zxxwz2QAOyB9ymz0_/view?usp=drive_link https://drive.google.com/file/d/1pJx2L_FlZugAXZ0zxxwz2QAOyB9ymz0_/view?usp=drive_link

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

III. GENERAL REQUIREMENTS

Requirements in this section shall apply to all project stages described in 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 remotely and all Construction Phase meetings will be conducted at the project site.

In General, the meetings will consist of:

a. Owner Architect Contractor (OAC) Bi-Weekly Progress Meetings

b. A/E Design Presentations

c. Systems Selections Analysis Meetings

d. Constructability Reviews

e. Cost Evaluation

f. Program Reconciliation

g. Historic Consultation

h. Accessibility Compliance

i. Accessibility Consultation Meetings

The Architectural Barriers Act (ABA) requires Federal agencies to consider the effects of their undertakings on accessibility and compliance with Architectural Barriers Act Accessibility Guidelines If there should be any potential adverse effects, GSA will consult the GSA National Accessibility Office (NAO) and the United States Access Board (USAB) on ways to avoid or mitigate adverse effects. The CMc shall participate in all accessibility consultation meetings.

j. 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, Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

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 workshops that will be conducted remotely after each Design Phase and Constructability Review.

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.

The Risk Register shall be created during the Final Concept Design phase, revisited often by project teams during the life of the project and kept live and updated till project close out. Results from other project management tools (PDRI, PDM) are to be captured in the Risk Register as applicable.

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, curtain walls, inspection booths, etc..

3) Historic Consultation Meetings

The National Historic Preservation Act (NHPA) requires Federal agencies to consider the effects of their undertakings on historic resources and to consult with the State Historic Preservation Officer (SHPO). If there should be any potential adverse effects, GSA will consult with the Advisory Council on Historic Preservation (ACHP) and the SHPO on ways to avoid or mitigate adverse effects.

The CMc shall participate in all historic consultation meetings.

4) Partnering Workshops

To most effectively accomplish this contract, the Government requires that the CMc and its subcontractors participate in 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, which will be held after the CMc award and focused on the design phase to help the CMc team get on board, shall be a one day (8 hours plus

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC) an additional 30-minute lunch break) in person session. It will be held in Boston at the GSA regional office. An alternate Government facility site may be selected.

b) The Follow-on Partnering Session(s) generally lasts a half day or less. They will be scheduled at the start of the construction document phase, start of the construction phase, and at quarterly intervals during the construction phase. 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 National BIM, CDX & COBie Standard 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 National BIM, CDX & COBie Standard.

3. DELIVERABLES

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

a. A/E Submissions

1) Design development documents preceding scope reconciliation workshop(s)

2) 100% Design Development Documents

3) 65% Construction Documents

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

4) 95% Construction Documents

5) 100% Construction Documents

Each written deliverable from the CMc is due to the Contracting Officer within fourteen (14) calendar days from the CMc Contractor’s receipt of the A/E’s design-related submission.

b. 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 at the 100% DD, 65% CD, 95% CD, and 100% CD design review milestones. Each review shall be completed within fourteen (14) calendar days and will include the steps as 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 The plan should include the methodology, means for interdisciplinary coordination, phasing, activities, personnel qualifications, and deliverables. The plan must be provided to and accepted by the CO before proceeding with the workshop.

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

d) CMa coordinates the flow of Q/A information between CMc and stakeholders (before - during - and after the workshop). Project management information systems (aka Kahua and ProjNet (DrChecks)) will be utilized throughout the project.

e) GSA defines the constructability review - objectives and measures:

i. Ensure the Project is biddable

ii. Ensure the Project is buildable

iii. Ensure the Project is cost-effective and within budget

iv. Ensure the existing building complex remains operational

v. Ensure the Project schedule is achievable

vi. Ensure comments generated from the review are fully incorporated in the design documents

f) CMa shall facilitate a “CMc Orientation Meeting” with CMc reviewers, GSA, CMa, A/E and others. Anticipate this meeting to be a half day event with all stakeholders to inform the CMc of critical elements, concerns and quality expectations that may influence cost and schedule. The A/E shall present and “leave-behind” graphic information that describes the project characteristics, i.e. as phasing diagrams, move management, power shutdowns - noise and vibration, off hours work, barriers, tenant operations, etc.

Constructability Review Activities

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

(1) The CMc reviewers should be collocated, utilize BIM technology, and incorporate a phased approach for the review (i.e. performed in five common phases: 1) Structural, 2) Building Envelope, 3) Interior Architectural, 4) MEP, and 5) Sitework) that would resemble the construction process of each.

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

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC) questions, and provide additional technical information.

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

In General, the CMc Reviewers shall:

(1) Build the Project; avoid focusing solely on the problems.

(2) Review the Interface of Various Systems.

(3) Keep the Review of Preliminary Documents Constructive.

(4) Stay Focused on the Important Items.

(5) Take the Time to Complete a Thorough Review.

(6) Identify Industry Best Practices.

(7) Review lessons learned database.

Constructability Review Deliverables

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

(1) Executive summary

(2) Risks assessment

(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.

(9) Construction Work Phasing and Sequencing and

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC) coordination

(10) Propose Early Work Package Suggestions

(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 a national database.

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

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

c. Design Assist Services

The “Design Assist” task(s) shall provide one or more subcontractors (The “Design Assist” entities may be a trade subcontractor, manufacturer or vendor with specialties, i.e. electrical, HVAC, Fire Protection, Plumbing, Structural Steel, Finished Carpentry, etc.) 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 CMa facilitates 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 each Design Development and Construction Document Phase submission, 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, PBS Cost and Schedule Management Policy dated November 2022.

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.

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

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

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. PRELIMINARY PROJECT SCHEDULE AND ANALYSIS

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 addressing all of the following topic areas.

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

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, 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

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

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

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.

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

Project No.: LMEBIL01 Contract No. TBD

U.S. General Services Administration New England Region 1

Design & Construction Division (1PC)

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 included in the project directory and have correct Kahua permission.

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 A/E 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.)

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.:…