10_-_SOW_Owner_Design_Team_for_Huntsville_DB-B_FINAL_20181217.pdf

Design Build - Bridging (DB-B) - A/E Statement of Work United States Courthouse – Huntsville, AL Solicitation Number: GS-04-P-19-BV-C-0000

STATEMENT OF WORK

FOR

DESIGN BUILD - BRIDGING (DB-B) PROJECT

DELIVERY

Prospectus-Level Project

Project Name: New Huntsville Courthouse

Project Number: NAL00003

Region: R04 Southeast Sunbelt

Building Name: U.S. Federal Courthouse

Building Address: TBD

Date: December 19, 2018

OVERVIEW

DESIGN BUILD - BRIDGING (DB-B)

GSA selects the “Bridging Architect” as the Owner’s Design Consultant. The selected team will complete Concept Design in the same way an architect would do in traditional design services in accordance with the GSA PBS P-100 (P-100) Appendix A: Submission Requirements for New Construction with deliverables and review milestones therein. Reviews and approvals are by the government and a GSA contracted Construction Manager as Advisor (CMa).

The project is a new Federal courthouse in downtown Huntsville, Alabama. A design that uses a contextual strategy is a critical priority in this commission. Although the new courthouse will not be located adjacent to historic assets that require direct engagement, the design must demonstrate fluency in both local architecture and the courthouses of the American South. The designer must also demonstrate knowledge of these traditions and their application to the unique demands of the 21st-century federal judicial system. The design of the new courthouse will extend the legacy of Huntsville's and the Cumberland Plateau's historic fabric in architectural character, material quality, and responsiveness to climate.

The preferred site for the building is a 5 acre area bounded by Gallatin Street and Lowe Avenue. This is a bordering area with the city’s historic downtown to the north and residential development to the east dividing the vehicular-oriented commerce to the south and west. In addition, the presence of the building along Lowe Avenue is the primary connector between the formality and rigor of historic downtown and more recent commercial expansion. This strongly suggests that the Federal building serve as a visual standard between two areas of Huntsville’s diverse architectural heritage. The architecture of the Federal building should reflect its prominent location on this geographic threshold, yet be sensitive to current master planning initiatives.

The Bridging Architect’s Instruments of Service will include documents required to create the Design-Build (DB) Request For Proposal (RFP). Specification and BIM documents are required to transfer to the successful Design-Build contractor.

The Bridging Architect is responsible for project budget and schedule throughout the bridging design process. The Construction Manager as Advisor (CMa) for the Government will confirm budget and schedule through independent means. The documents will be reconciled throughout the bridging process.

Additional services will be required beyond those required for Concept Design submission. Those steps are identified herein.

The Bridging Architect will be engaged in the procurement of DB services with GSA in a two phase process using the documents provided under this contract.

The Bridging Architect will be engaged during the design and construction of the Courthouse, verifying commitment to the design intent.

The Bridging Architect known also as the “Contractor” in this document will provide professional services to develop four primary deliverables. TASK - ONE is to develop the Owner’s Project Requirements (OPR) document. This task will primarily consist of congealing the project scope into a concise and comprehensive document. TASK - TWO is to develop Bridging Documents for use in a Design-Build contract for construction of the new Federal courthouse in Huntsville, Alabama. The design finalized in TASK-TWO constitutes the salient architectural features and stylistic direction of the Design-Build contract. TASK - THREE requires the Contractor to ensure that the selected DB entity remains committed to the Bridging Documents through active participation during the DB design and construction phase. TASK - FOUR consists of additional services required to successfully perform completion of TASK

- ONE and TASK - TWO.

TASK - ONE Owner’s Project Requirements TASK - TWO Bridging Documents TASK - THREE Design and Construction Phase Services TASK - FOUR Additional Services

This Contract is solicited and procured under a Two-Stage Design Excellence Process guided by the GSA Design Excellence: Program Goals and Features and Policies and Procedures as referenced herein. The Contract will be executed and delivered as specified in the P-100 for the activities and milestones identified herein.

TASK – ONE OWNER’S PROJECT REQUIREMENTS (OPR)

The Contractor shall develop the OPR in multiple sections. This package comprises multiple documents and source elements into the criteria for use by GSA to enter into a Firm Fixed Price contract with a Design-Build entity to produce the completed project.

SECTION 1 PERFORMANCE METRICS (Building - Wide) Performance metrics provide the quantitative and qualitative attributes for building design, quality, system selection, operational efficiency, durability and maintainability, and service life baseline from which proposed enhancements may be evaluated and accepted.

Verify the minimum performance attributes for each system and subsystem of the project and include in the OPR. The P-100 enumerates the baseline standards and performance requirements for the building and the site. The designed performance attributes exceeding the baseline should identify the degree of RISK and RESILIENCE that is intended for the project. Attributes may include functionality, reliability, security, safety, continuity of operations, cost of replacement, recovery and maintenance, energy consumption, environmental footprint, maintainability, durability, service life, serviceability and sustainability.

Performance Metrics outside the referenced Standards, Guides or above the Baseline metric in P-100:

● Shall identify the tests and certification expectations and mock-up requirements.

● Prioritize the performance metrics for mission critical systems and features and reconcile conflicting priorities, i.e. physical security vs. fire safety needs.

● Include maintainability requirements including access, materials and finish selection, design and detailing.

● Identify the performance requirements for HVAC systems and Advanced Metering Guideline of the facility in accordance with GSA Region 04 policy.

● Identify the performance requirements for Building Automation System Requirements in accordance with GSA Region 04 policy.

● Optimize the project design and identify the physical security performance requirements to meet a ISC Level IV performance level as required under the Tier-2 High Performance criteria listed in the P-100

SECTION 2 COMMISSIONING REQUIREMENTS

The Commissioning requirements provide the measurement and verification protocols for the Performance Metrics identified in Section 1.

The Contractor shall integrate the draft Commissioning Plan created by the CMa into the OPR. The draft Commissioning Plan shall include GSA’s expectations, goals and success criteria with measurable benchmarks. The plan shall define the quantitative objectives of the project and the types of systems that GSA intends to commission, i.e.

mechanical, electrical, fire and life safety, integrated systems, specialty systems,and building envelope. Individual Commissioning information is found in the P-100 under Total Building Commissioning .

SECTION 3 BASIS of DESIGN

The Contractor shall perform all services described in accordance with applicable requirements and provisions set forth within this document.

GUIDELINES, CODES & LEED ANALYSIS

This involves analyzing the referenced Facility Standards, Guidelines, Codes, LEED and SITES versions that are required for successful design and construction of the new Federal courthouse in Huntsville, AL. Inclusive of these analyses, the Contractor shall document energy intensity use; building security level; smart building technology; and provide documentation necessary to support stormwater, EPA pollution and other permitting requirements.

BUILDING ANALYSIS

● The new courthouse should be designed to contribute to the community and be architecturally compatible with its context. The architecture of the new courthouse should reflect its prominent location, be sensitive to current master planning initiatives, and embody the steadfast values of the Judiciary in this traditional setting. The design process shall include consultation with local officials that meets the Collaborative Design requirements of P100 section 2.2.2.

● Contractor shall design three (3) different façade concepts and assess each one in meeting the aesthetic and energy requirements. Final selection will be incorporated into the OPR.

● Contractor shall provide building systems feature analyses with regard to meeting project goals against first costs and life-cycle costs. Final selection will be incorporated into the OPR.

SPACE PROGRAMING

Review program as follows against current codes, standards and guidelines to establish all baseline programming required:

1. Courts Program: Courts Program shall be 62,320 usable square feet in accordance with the AnyCourt document dated June 8, 2017 with the projected needs to year 2030:

• Two (2) District Courtroom and associated spaces

• One (1) Senior District Courtroom and associated spaces

• One (1) Magistrate Courtroom and associated spaces

• One (1) Bankruptcy Courtroom and associated spaces

• One (1) Grand Jury Suite and associated spaces

• Three (3) District Judge Chambers

• One (1) Senior Judge Chambers

• One (1) Magistrate Judge Chambers

• One (1) Bankruptcy Judge Chambers

• One (1) District Clerk Suite and associated spaces

• One (1) Bankruptcy Administrator Suites and associated spaces

• One (1) Bankruptcy Clerk Suite and associated spaces

• One (1) Bankruptcy Administrator Suite and associated spaces

• One (1) Probation/Pretrial Suite and associated spaces

• One (1) Jury Assembly Suite and associated spaces

Additional program areas required and identified in the 2050 to add approximately 2,308 Usable Square Feet shall be identified in the design showing implications to the existing programmed layout.

2. US Marshals (USMS) Program: USMS Program shall be a total of 9,023 usable square feet indicated in the attached Program Needs document June 14, 2018 within the following programmatic elements:

● Maximum Security Areas

● Administrative Areas

● Operational Areas

● Admin/Operational Areas

● Public Reception

● CSO

● USMS Security IT

3. US Attorney Office (USAO): USAO Program shall be a total of 1,500 usable square feet indicated in the attached Program Needs document within the following programmatic elements:

● Trial Prep Area

4. Joint Use Space: Joint use program shall be a total of 1,255 usable square feet in accordance with attached Table 4-1, Joint Use programmatic element areas as follows:

● Building Mail Room

● Randolph Sheppard Vending

● Lactation Room

Space layouts need to be determined based on standards then, based on discussions with GSA and vending facility operator. The Contractor must coordinate design with the vending facility operators to meet the needs of vendors covered by the Randolph- Sheppard Act within the program for joint use space.

5. GSA Building Management: GSA Public Building Services program shall be a total of

544 usable square feet in accordance with attached Table 4-1.

6. Common Building Areas: the program area of 37,510 usable square feet includes the following:

● Building Support Spaces: Table 4-20

● FPS Control Room: Table 4-20

● Public Circulation

● Public and Family Restroom

7. Parking: 26 inside secure parking spaces with a total of 11,700 usable square feet.

The Contractor shall review and validate the final space program prepared by GSA and the tenant agency space requirements to serve as the basis for the project design not to exceed 111,500 gross square feet, excluding parking.

SECTION 4 SPACE REQUIREMENT SUMMARY

Contractor shall show net, usable and gross space requirements, space utilization, parking and other spaces for the user groups as identified herein:

● District Courtrooms Suite

● District Judge’s Chambers Suite

● Visiting District Judge’s Suite

● Senior District Courtroom Suite

● Senior District Judge’s Chambers Suite

● Magistrate Courtrooms Suite

● Magistrate Judge’s Chambers Suite

● Jury Assembly

● Grand Jury Suites

● Shared Courts Area

● District Clerk Offices

● Probation & Pretrial Offices

● Federal Defender Offices

● Bankruptcy Courtrooms Suite

● Bankruptcy Judge’s Chambers Suite

● Bankruptcy Clerk Offices

● Bankruptcy Administrator Offices

● US Attorney Office Work Areas

● US Marshals Service Offices

● US Marshals Service Control Center

● US Marshals Service Detention Facilities

● Court Security Officer Work Areas

● GSA Building Management Offices

● GSA Courthouse Operations Areas

● Randolph Sheppard Vending Operations Area

● Secure Parking

SECTION 5 CUSTOMER AGENCY PROGRAM of REQUIREMENTS (POR)

The Contractor will use the supplied Program of Requirements to inform the bridging design and incorporate into the Owner’s Project Requirements (OPR).

The approved OPR will provide specific guidance in developing TASK-TWO of the SOW.

Objectives of the OPR include:

● Identify mission critical programs and requirements

● Describe all functional needs

● Document all Customer performance expectations

● Adjacencies

● Parking, secured, structured, on-grade

● Outdoor Space

● Security, access control, flow, etc

● Expansion & Flexibility

● Functional Relationships & alternatives

● Organizational Structure

● Communications needs, to include Audio Visual (AV) and Information

Technology (IT) — both current and future

● FF&E; Casework; Finishes

● Special requirements i.e. slab loading, acoustics, ceiling height, environmental, electrical, plumbing, etc.

● Incorporate customer requested infrastructure capability that will accommodate and adapt for the programmatic needs of the future

SECTION 6 PUBLIC SPACE REQUIREMENTS (Interior/ Exterior)

GSA and public space areas will need to be determined based on design excellence standards, then, based on discussions with GSA, identification of the most appropriate modifications to incorporate. GSA shall be responsible for coordinating the final decisions with the internal agency and external stakeholders. The Contractor shall provide the technical expertise.

SECTION 7 SERVICE and SECURITY SPACE REQUIREMENTS The Contractor shall coordinate with GSA and tenant agency to determine requirements for spaces i.e. building management offices; Operations and Maintenance facilities;

Custodial facilities; service entry, equipment, security; refuse & recycling; storage; utility closets; IT point of presence (POP); security office; lobby security processing; mail screening space.

The Contractor will cost-effectively meet the requirements established for a Facility Security Level 4, high level building in accordance with the ISC Facility Security Level Standard. The proposed design shall match the security requirements, risk mitigation, and progressive collapse and blast performance required by the tenant agency as defined by their project risk assessment provided in the RFP. Concept Design shall be able to meet the security levels defined in the risk assessment using guidelines established by the Interagency Security Committee (ISC) Security Criteria and the most recent GSA design-interpretations of same.

SECTION 8 EXTERIOR SPACE PERFORMANCE REQUIREMENTS

The proposed site design is required to comply with the P100 site design guidance including but not limited to the following:

The Contractor will satisfy the regulatory requirements for pollinator protection and enhancement through design. The site design shall incorporate water efficient practices in proposed landscape design that, at a minimum, reduce outdoor potable water consumption by 50% over that consumed as calculated by the conventional baseline.

The Contractor shall provide a Storm Water Pollution Prevention Plan (SWPP) that manages all construction stage off site discharges. GSA is required to comply with EISA sec. 438 for stormwater management. The Contractor shall design to achieve the requirements per the U.S. Environmental Protection Agency (EPA) Technical Guidance on Implementing the Stormwater Runoff Requirements for Federal Projects under Section 438 of the Energy Independence and Security Act. Calculations for responding to stormwater requirements are required as a proof of concept during the initial concept design stage and should be enhanced over the duration of the design process. The site design is also required to be designed, registered, and achieve a sustainable SITES certification silver rating, a rating system managed by the Green Building Certification Institute (GBCI).

SECTION 9 TECHNICAL PERFORMANCE SPECIFICATIONS

The Contractor will cost-effectively meet the requirements established for a Facility Security Level (FSL) 4, high level building in accordance with the ISC Facility Security

Level Standard. Design building systems to meet applicable levels of protection presented in the project specific risk mitigation tables contained in the Interagency Security Committee (ISC) Physical Security Criteria for Federal Facilities, latest version.

The Contractor will facilitate a workshop wherein each security element required under the ISC Criteria FSL is reviewed and coordinated with the GSA, DHS/FPS and the USMS to determine the site specific ISC requirements.

The Contractor will design to achieve universal accessibility per the Architectural Barriers Act Accessibility Standard (ABAAS). The Contractor is responsible for identifying local accessibility requirements. If local requirements have been established, the most stringent requirements shall prevail between local requirements and the ABAAS.

Note: Temporary or portable ramps are unacceptable in Courtrooms. Only permanent (non- movable) ramps are to be used.

The Contractor shall register the project with the appropriate governing organizations, develop and maintain rating checklists through completion and approval of the final design concept. Meet the following sustainability criteria:

● U.S. Green Building Council (USGBC) Leadership in Energy and Environmental Design (LEED®) green building rating system LEED® GOLD New Construction (NC) certified rating.

● GBCI’s Sustainable Site Initiative (SSI): This project must be certified with a minimum target rating of Silver.

● The design must include the requirement for developing a Construction and Demolition (C&D) Waste Management Plan and C&D Waste Management Report form as an attachment to the specification to divert a minimum of 50% of C&D waste from landfills/incinerators. The Contractor shall include the template Construction Waste Management and Disposal specification in the concept design documents tailored to the project.

GSA is required to safeguard its assets from the observed and expected changes in climate for acceptable performance in changing conditions and to secure the federal investment. The P-100 section-Resilience: Management of Climate-Related and Extreme Weather Risks outlines requirements and GSA will provide the Contractor with the following information:

a. Climate Profile for Huntsville, AL

b. Service Life requirement

c. Safeguarding Assets Analysis Submission requirements.

The Contractor will conduct the analysis based on the information provided by GSA and integrate into the project based on the submission requirements.

Envelope Performance with Energy Simulation: The Contractor will use energy simulation and life-cycle analysis tools to analyze and optimize the performance of all components of the building envelope. This Analysis shall be used to inform the Cost, EUI goal and ASHRAE Standard 90.1-2013 requirements for the building. The Contractor shall cite the target energy consumption level for the completed facility and demonstrate that the target level is achievable in conformance with the above requirements.

The Contractor shall evaluate the POTENTIAL for Zero Energy Building. The Energy Use Intensity (EUI) as a goal shall be <30 kbtu/sf. A rough model or rough calculations shall be run upon determining the optimized envelope design and include program requirements, building load, local climate data, site potential for generating renewable energy using PV and any other renewable energy sources etc. Identify Rough Order of Magnitude (ROM) costing information required to meet this goal

The Contractor shall conduct preliminary investigations as necessary to confirm availability of building utilities and shall include resulting building utility information in the final concept design narrative. The Contractor shall coordinate with local utility companies to provide the following:

1. Underground primary feeders to utility-owned transformers, without the use of aerial poles and overhead transformers.

2. All necessary ancillary equipment needed to coordinate the underground primary feed, (e.g. manholes, handholes, and encasements), including routing of conduit and construction paths.

3. Compliance with P100 Section 6.5.4.1 (Primary Distribution) in regards to reliability requirements concerning primary distribution systems.

4. Diversity of communications pathways and connections points to different building users.

The Contractor and the Government/CMa must agree on a uniformat level 3 baseline construction budget with separate Shell / Core line items for GSA, and tenant improvement (TI) and security line items for each tenant agency. The Government/CMa shall update the baseline budget at the conclusion of the final design concept cost estimate reconciliation as described below:

● The Contractor shall provide construction cost estimates at the Design Concept Phase in accordance with referenced PBS-P100 and P120. The Government/CMa will provide independent design concept construction cost estimates for comparison. All cost estimates are required to be summarized in the same line item breakdown as the baseline construction budget. All cost estimate evolutions or design phase cost estimates shall have a cost variance report /matrix as a design budget cost tracking mechanism.

● The Government/CMa is responsible for reconciling the estimates. The Government/CMa shall address and justify any significant differences between the line items in the reconciled estimate and the baseline budget line items. In the event that the Contractor and GSA fail to agree on a reconciled estimate, the GSA unilaterally shall determine the reconciled estimate.

● If the project has been found to be over budget, the Contractor shall provide, within two weeks of the reconciliation, a list of proposals for cost reductions to bring the project under budget. The GSA shall provide direction within two weeks of receipt of the Contractor proposals for cost reduction. In such event, the Contractor shall redesign the project at no additional expense to GSA and resubmit the design concept submission with a revised estimate for reconciliation and approval by the GSA.

● Upon approval by the GSA, the reconciled estimate (adjusted to reflect the GSA direction on any necessary Contractor cost reduction proposals) shall serve as the updated baseline budget. The Government/CMa shall prepare and submit a cost estimating reconciliation report summarizing the reconciliation process and the justification for cost migration between budget line items.

SECTION 10 CODES, STANDARDS & CRITERIA REFERENCES

The Contractor shall review, become familiar with, and fully incorporate all germane terms within the Reference Materials into the OPR. The Government will use the References Materials to determine whether the Contractor’s work complies with the contract requirements. The Contractor shall report any conflicts or ambiguities within or among the Reference Materials to the Contracting Officer (CO) in writing for clarification and reconciliation. Similarly, the Contractor shall submit any requests for deviations from the Reference Materials in writing to the

CO.

● PBS-P100 2018, Facilities Standards for the Public Buildings Service, with associated International Code Council (ICC) family of codes, including all applicable Standards, Criteria and Guides listed therein. ICC Family of codes (available through www.iccsafe.org), include:

○ IBC – International Building Code – latest edition

○ IFC – International Fire Code – latest edition

○ IPC – International Plumbing Code – latest edition

○ IMC – International Mechanical Code – latest edition

○ IECC – International Energy Conservation Code – latest edition

● NFPA Life Safety Code (NFPA 101) – latest edition (available through www.nfpa.org): GSA has adopted the technical egress requirements of the NFPA, Life Safety Code (NFPA 101) in lieu of the technical egress requirements of the IBC.

● NFPA National Electric Code (NFPA 70) – latest edition (available through www.nfpa.org): GSA has adopted the technical electrical requirements of the NFPA National Electric Code (NFPA 70) in lieu of the technical electrical requirements of the ICC Electrical Code

● GSA Alternative Path Analysis and Design Guidelines for Progressive Collapse Resistance Rev 1 dated 01-28-2016.

● The Risk Management Process: An Interagency Security Committee Standard 2nd Edition, November 2016

● The Risk Management Process: An Interagency Security Committee Standard Appendix B: Countermeasures 2018

● GSA Facility Security Requirements for Explosive Devices Applicable to Facility Security Levels III and IV (GSA Interpretation of ISC Physical Security Criteria), August 2, 2011 (Sensitive But Unclassified (SBU) (current version with a revision planned to be issued at the end of December 2018)

● The Risk Management Process: An Interagency Security Committee Standard Appendix A: The Design-Basis Threat Report 2018

● The Site Security Design Guide, June 2007 (Available at http://www.gsa.gov/portal/content/280533)

● GSA/USMS Design Notebook for Federal Building Lobby Security

● PBS P 3490.2 Document Security for Sensitive But Unclassified Building

Information

● PBS P-120, Public Buildings Service Cost and Schedule Management

Policy, 2016

● Architectural Barriers Act Accessibility Standard (ABAAS)

● GSA PBS Pricing Desk Guide

● GSA PBS Space Assignment Policy Guide

● GSA Guiding Principles for Sustainable Federal Buildings and

Associated Instructions The Council on Environmental Quality February

● Energy Efficiency Standards for the Design and Construction of New Federal Commercial and Multi-Family High-Rise Residential Buildings (Chapter II of Title 10 of the Code of Federal Regulations, Part 433) - ASHRAE 90.1-2013 standards shall be followed.

● GSA Region 04 FMSP Energy Branch Program Requirements for New Construction dated March 2016. References and other Supporting Documents as follows:

○ GSA Region 4 Building Automation System (BAS) Requirements Rev. 6.2.1.

http://www.nfpa.org/ http://www.gsa.gov/portal/content/280533 http://www.gsa.gov/portal/content/280533 http://www.gsa.gov/portal/content/280533

○ GSA Region 4 Facility Management (FM) Energy Branch Summary of Program Requirements for New Construction ver.2.0

○ GSA Technology Policy for PBS-Owned Building Monitoring and Control Systems, 4/5/11

○ Building Technologies Technical Reference Guide, GSA-IT v1.2 (092916)

○ GSA Smart Building Implementation Guide, 3/6/2015 Rev 1.0.0

○ Region 4 Advance Metering Guideline for New Construction v4

○ Region 4 Advance Metering Deployment Procedure

○ GSA Network Overview Rendition Sample Diagram

○ GSA Data Normalization for Building Automation Systems, ver.2.3

○ GSA Region 4 BAS Graphic Page Samples Document

○ Telecommunications Distribution Design Guide, ver.8 (TDDG)

GSA OCIO

○ Federal Information Processing Standard (FIPS) Publication

140-2

○ White House Office of Management and Budget memorandum

M-15-13

○ Security and Privacy Controls for Federal Information Systems and Organizations NIST Special Publication 800-53 Rev 4

○ Dedicated Outdoor Air Ventilation Systems (DOAVS)

● LEED® Applications V4.0

● GSA Green Purchasing Plan 2013

● GSA Safeguarding Assets Analysis: 31 USC §3512(c )(1)(B) and requirements of the 2018 A-11 Circular Section 260.29 , OMB Memorandum M-07-24

● E.O. 11988 Floodplain Management (1977)

● Executive Order 13693 Planning for Federal Sustainability in the Next

Decade

● EPA EISA Sec. 438 for stormwater management

● EPA Comprehensive Procurement Guidelines (CPG) regarding purchase of recovered materials

● GSA PBS BIM Guide Series 01 through 08 (available at www.gsa.gov/bim)

● GSA CAD Standards – latest edition (available through www.gsa.gov)

● GSA PBS Design Excellence Policies and Procedures (available through www.gsa.gov)

● GSA PBS Fine Arts Program Desk Guide 2002

● USMS Pub 64 Vol 1 - 3 Standards 2017

● USAO Design Guide Standards

● U.S. Courts Design Guide, dated 2007 and U.S. Courts Design Guide

Change updates chapters 1, 2, 15, and 16 of the U.S. Courts Design Guide (Guide), dated June 2016.

SECTION 11 BIM, CAD and OTHER SPATIAL & DATA DOCUMENTS

The Contractor will initiate and implement procedures to support submission of design documents that conform to GSA electronic requirements under this contract. The Contractor shall embed continuation of the BIM requirements into the OPR.

Provide experienced BIM and COBie personnel to support the GSA 3D/4D Building- Information-Modeling (BIM) and COBie to ensure that project-related materials and models are developed to comply with the BIM requirements specified in P-100 and include these requirements in draft Project Specifications.

● Required work shall include, but not limited to: development of BIM execution plan based on and in accordance with AIA E202 Standards.

Understand requirements and develop BIM Execution Plan from the current version of the GSA Standard BIM Execution Plan template with appropriate detail and information submissions.

● QA/QC of the BIM-model during development to comply with the GSA standards; review of the BIM Model at contracted design submissions for conformance to specifications and the requirements of P-100 and the GSA BIM guides. Incorporate inclusion and completion of project COBie data protocols to comply with GSA transfer, templates, and data structures to allow importation into the GSA NCMMS systems. Verify transfer of BIM materials and models in native-format-files, IFC format files and develop the appropriate storage structure within the GSA CFR storage system. Document any variances between the practices detailed in the accepted BIM Execution Plan and GSA Standards against the Contractor’s BIM services. This report will be done throughout both Design and Construction phases of the contract to call out where models need to be improved to meet the GSA Standards and document basic BIM model quality by UniFormat II classification for each BIM Model.

● GSA Spatial Program Data Validation and Reporting: Document that all spatial program data and definitions within BIM models meets GSA’s SDM standards.

● GSA shall own all files, specifications and models developed without further license, fee or restrictions from Contractor.

● Contractor will provide the following specific support activities up through the Final Design Concept Presentation to the Commissioner, Public Buildings Service as part of the Contractor’s base scope of services. The Contractor will provide services as a change in services if contracted during the remaining life of the project:

○ BIM Visualization: Ability to provide a virtual walk through and fly around of A/E and/or Contractor provided models.

○ 3D Video Animation – create repeatable, animated, fly-thru views of the project models.

Contractor Project Schedule is required as part of the Contractor work plan:

● The Contractor shall develop and provide a detailed schedule in Microsoft Project® for completion of all Design Stage activities, tasks, and submissions required under this contract, leading up to and including the final design concept presentation and the final performance specification submission. The schedule must itemize all submission dates and review durations, and must conform to the milestones and durations provided in the GSA overall milestone schedule. After approval by the GSA, the Contractor’s schedule shall be incorporated into the master project schedule kept by the CMa.

● The Contractor shall provide monthly schedule updates to the CMa showing progress on and completion of all required activities, tasks and submissions, through completion of the final design concept presentation and the final performance specification submission.

The Contractor shall immediately notify the GSA and the CMa of any anticipated delay in performance of the work. As the work progresses, the CMa shall provide monthly updates of the master project schedule to the GSA. If the schedule updates indicate that previously approved schedules may not be met, the CMa shall give immediate notice and make appropriate recommendations to the GSA and the Contractor.

Project Meetings are required throughout the entirety of the contract period. The Contractor requirements are as follows:

● Schedule and host a bi-weekly design and monthly project progress meetings throughout the Concept Design Phase of the project. These meetings shall be teleconference meetings and shall include the Government and its agents. On-site meetings and presentations, as defined within the Document, will be led by the Contractor. GSA, their agents and primary tenant group heads will be attending as required to keep all parties apprised of the design progress/status and impending activities.

● Design-Build Stage Meetings after the Commissioner Presentation: the Contractor shall attend project progress meetings, special meetings, and/or presentations when required to address design intent issues and have appropriate members of the Team available by teleconference. Base travel to the project site on a quarterly basis for the remaining duration of the project.

DELIVERABLES

The Contractor shall provide a written OPR that includes an executive summary and Sections 1 – 11 as listed above. Coordinate the format and specific contents of the OPR document with GSA. The OPR shall be submitted for review at mid-point, pre-final and final milestones. The Contractor shall incorporate all written comments provided by the Contracting Officer into the OPR before proceeding to the next milestone.

TRAVEL

The Contractor is responsible for man-hours to support the requirements contained in this Statement of Work, including all progress meetings, presentations (including OCA and Commissioner), workshops, reviews, and site visits. The Contractor shall be compensated out of a Travel Allowance for travel expenses. Reimbursement of all travel will be in accordance with FAR regulation, prevailing IRS mileage rates, per diems and incidental expenses. Receipts are required for all expenses incurred.

REPRODUCTION AND DELIVERY

Printing, as requested by the GSA, in support of providing drawings, specifications and other documents shall be reimbursed, including shipping costs. Reimbursement for all printing and shipping costs will require receipts submitted with the invoice. The printing shall be for specific submissions for the Government and not include “internal printing”.

TASK – TWO BRIDGING DOCUMENTS

The Contractor shall complete the requirements of Task - One and follow the design process activities for CONCEPTS as outlined in the P-100 Appendix figure A-3: Design Process and Related Submission Requirements for New Construction and Modernization to advance the building and site design such that the completeness of the Bridging Documents exceed the requirements for a Final Concept Submission.

The document requirements are more fully set forth and explained in the P-100 Appendix A up to the heading of DESIGN DEVELOPMENT. Additional requirements are located herein.

The Bridging Documents shall be of sufficient detail to illustrate design intent and correlate the program to the approved Concept Design documents for the new Huntsville, AL U.S. Courthouse project and to allow Design Build Offerors to prepare a technical and cost proposal for a firm fixed price award. In addition, the Bridging Documents shall specify the exact or maximum amount of usable floor area required in each programmed space; and, as appropriate, specific design directives and design configurations in specific programmed spaces and, more detailed design in specific spaces as determined by the GSA.

The Contractor shall provide a detailed cost estimate as required by the PBS P-120. The Contractor’s deliverable shall comply with GSA’s P-100. It is the Contractor’s responsibility to provide a design within 90% of the estimated construction cost at award (ECCA). A design contingency set outside the estimated cost is based on the level of design in accordance with guidelines identified in the GSA P-120.

The Contractor shall coordinate the design with GSA’s Smart Building Technology requirements, Workplace initiatives, Office of Design Excellence and Office of the Chief Architect (both at the Regional and Central Office); and other third party entities (i.e. Artist(s), CMa, Courts and USMS sub-consultants), during the Bridging Document phase.

The Contractor shall provide both electronic files and hard copies of documents for the GSA’s use and GSA’s vendors’ use including but not limited to the selected DB to use. The Contractor shall provide the GSA and the CMa with an electronic submittal. The Contractor shall send via parcel service, a hard copy and an electronic copy of each submittal to the U.S. Marshals Service. The Contractor shall provide an electronic copy and seven (7) hard copies of the OPR and Bridging Documents to GSA as a separate deliverable at the end of TASK-TWO.

The Contractor shall provide a written response to all review comments with the responses compiled into a comment log that is coordinated by the CMa. The Contractor shall integrate the GSA approved resolution of comments into the bridging documents and re-issue to the GSA within 7 calendar days.

Included with each review set of drawings and specifications shall be a detailed cost estimate verifying design is within the construction budget. A cost verification review meeting will also be included to reconcile design/estimates with approved budget at each design phase review. All key members of the Contractor’s team shall be made available during the review meetings.

SITE ANALYSIS AND PRELIMINARY CONCEPT SUBMISSION

The Contractor shall provide a preliminary design concept submission in accordance with the submission requirements listed in PBS-P100 Appendix A with the following adjustments to the requirements:

● Provide all dimensions and calculations in Imperial unit measurements

Informal OCA Concept Preview

● The Contractor shall make an informal presentation of the three concept options to the GSA

Office of the Chief Architect (OCA) in Washington, DC via Webex or other telepresence method.

Initial Peer Review of Preliminary Concepts

● The Contractor shall conduct an initial Design Excellence peer review session demonstrating a concept level design. Allow at least six weeks of advance notice for OCA to confirm participation of design excellence peers. Contractor should anticipate this meeting occuring in Huntsville, AL.

Preferred Design Concept Selection

● The Contractor shall assist the GSA in obtaining general consensus on the preferred design concept.

● If required, the Contractor shall revise drawings, narratives and estimates to reflect approved recommended design changes.

Design Concept Value Engineering (VE) Workshop

● The CMa will provide a VE program expert and independent professional experts to conduct a

VE workshop during TASK - TWO of this project. One one day workshop in the GSA regional office in Atlanta, GA shall be held after selection of the preferred design concept. The Contractor shall participate with the VE program expert, the CMa, the CxA, and the GSA staff in the VE workshop, per the requirements of the P-120. Contractor participation in the Design Concept Phase VE workshop must include representatives of all major design disciplines involved in the project

Art in Architecture Proposal Review

● After the GSA has selected and commissioned the artist(s), the Contractor shall consult with the

GSA, the artist(s), and others regarding the preliminary and final concepts for the proposed artwork, which shall include proposed materials and preliminary fabrication and installation techniques.

● The Contractor’s representative (lead designer) shall participate in the Art in Architecture (AiA) panel review of the final concept(s) for the proposed artwork. Refer to previous and related paragraphs of this Statement of Work as it relates to the Contractor’s involvement in the AiA Program process for this project.

Design Concept Mockups and Tests

● The Contractor shall include recommendations with details as to the extent, number and type of mock-ups for establishing the quality of the construction. The Contractor shall review and provide comments in connection with the mock-ups.

FINAL CONCEPT SUBMISSION

● The Contractor shall provide a Final Concept submission in accordance with the submission requirements listed in PBS-P100 Appendix A with the following adjustments to the requirements:

Design Intent

● The Contractor shall develop and include in the final design concept submission such additional design definition as is necessary to clearly establish the Contractor’s design intent for significant or important features, spaces and building elements. The Contractor shall provide exterior and interior elevations, ceiling plans including lighting (for aesthetically-important and major spaces), finish schedules (for aesthetically- important and major spaces), material boards, and other graphic and/or narrative documentation and samples as necessary to clearly convey the design intent for the features, spaces and elements deemed significant or important, which shall include the following:

● Significant site features

● Integration of Art in Architecture

● Courtyards

● Main public entrance(s) to the building

● Major lobbies and other public spaces

● Other large and/or important interior spaces

● Special use spaces

● Accommodation of special equipment, including audio-visual and security systems

● Sustainability features, including LEED® and SITES checklists

The Contractor shall develop and include in the design narrative a statement of design intent to clearly delineate the set of significant or important design features that cannot be altered without departing from or otherwise compromising the Contractor’s design intent. The Contractor shall consult with the commissioned artist(s) as necessary to ensure that the statement of design intent adequately addresses the intended integration of Art in Architecture.

Site Planning and Landscape Design

● Clarification: Guidance regarding site and landscape philosophies and basis of design should be identified. Finalized plantings, infrastructure routing, grading and accessibility plans shall be the responsibility of the Design-Builder.

Site Plan

● Revised: Future building expansion

● Revised: General landscape design, showing location of major features and energy conservation strategies

Narratives

● The narratives will also be included in the OPR and shall inform the Design-Build direction with regard to design intent.

Historic Preservation

● Historic Preservation submission requirements are not required.

Specifications

● Draft Specifications of Division One requirements identifying the General Conditions for the project.

● Table of contents identifying specifications to be used on the project

Final Design Concept Review The Contractor shall assist the Government/CMa in reconciling final design concept review comments, and provide written responses to all comments.

Final Design Excellence Peer Review The Contractor shall participate in a final Design Excellence peer review. The review is conducted after elements of form, structure, major systems, and materials are developed in the preferred design.

The Contractor shall reconcile peer comments. If necessary, schedule additional peer reviews prior to the presentation to the PBS Commissioner to refine the design concept.

Final Design Concept Internal Stakeholder Presentations The Contractor shall conduct final design concept presentations to the GSA internal stakeholders. One presentation shall be in Huntsville, AL and one presentation shall be through video conference.

Final Design Concept Presentation to Commissioner The Contractor shall conduct a final design concept presentation to the PBS Commissioner in Washington, DC. Incorporate within this presentation any available preliminary or final concepts for artwork commissioned under the Art in Architecture program.

Further refine design features if approval of the final design concept by the PBS Commissioner is conditional.

HVAC Quality Assurance Review The Contractor shall conduct a HVAC quality assurance review meeting with the GSA National and Regional HVAC SMEs. Resolve issues and incorporate comments from the HVAC quality assurance review in the succeeding design submissions.

Public Presentation and Review The Contractor is required to present the design concept to the City of Huntsville Planning Commission (HPC) (community).

FINAL DESIGN CONCEPT DOCUMENTS

The Contractor shall prepare a set of final design concept documents, incorporating all final design concept review results and other refinements resulting from the final design concept presentations. The final design concept document set shall include all items required for the final design concept submission except the physical model. Any approved material boards and/or material samples must be specified in the final design concept documents. All final design concept documents shall be in suitable hard copy and electronic media format(s) in the same quantities as required above.

Owner's Project of Requirements (OPR) During the Design Concept Phase, update the OPR documentation for additional detail and clarity.

Owner’s Project of Requirements will be included in the DB contract.

Incorporate the results of the OPR review in the design narratives accompanying the final design concept submission. The design narratives shall serve as the basis of design (BoD) as referenced in the GSA PBS Building Commissioning Guide.

PERFORMANCE SPECIFICATION

The Contractor, concurrently and in coordination with preparing the final design concept, shall develop and submit a performance specification for the project. Include in the performance specification a statement of design intent, which shall clearly indicate features, spaces, and building elements in the design concept that must be designed and constructed exactly as represented in the final design concept documents. Coordinate the performance specification submissions with the GSA, the CMa and the CxA to ensure that all construction related requirements are addressed, including commissioning requirements. The approved final design concept documents and the performance specification, together with the updated OPR, other reference materials, and a GSA prepared DB contract statement of work, shall comprise the technical requirements portion of the GSA DB contract request for proposals (RFP) referenced in the Design Build (DB) Contract Procurement Phase and Design Concept section below.

The Contractor shall identify which submittals by the DB require their review and/or approval. This information shall be included in the performance specification.

Preliminary Performance Specification Submission The Contractor, based on the preferred design concept selection, shall prepare and submit a preliminary performance specification. The preliminary performance specification shall be organized according to the GSA uniformat and shall include a statement of design intent, a general requirements section and a technical section for each applicable uniformat level 3 assembly. The general requirements section shall be developed using Division 1 of the GSA MasterFormat 2013 Version, and shall be carefully coordinated with the GSA, the CMa, and the CxA to ensure that all required sections are complete and properly edited in accordance with the project requirements. Each technical section shall include all related significant attributes with corresponding performance requirements, measurable criteria, and conformance testing methods. Incorporate the CxA preliminary commissioning specification in the preliminary performance specification. The preliminary performance specification shall be included with the preferred design concept in the design concept VE workshop.

Preliminary Performance Specification Review The Contractor shall assist the CMa in reconciling preliminary performance specification review comments, and provide the GSA with written responses to all comments.

Performance Specification Final Submission The Contractor, based on the final design concept submission, shall prepare and submit a final performance specification, incorporating all comments on the preliminary submission, including the results of the design concept VE workshop. The final performance specification shall also incorporate the statement of design intent, all final design concept review results, other refinements resulting from the final design concept presentations, and the CxA final commissioning performance specification.

TASK – THREE DESIGN & CONSTRUCTION SERVICES PHASE

As a general matter, the Contractor shall ensure that its design, architectural, and engineering professionals, consultants, subcontractors, and other team members remain committed to and fully available to the support the project during the design and construction phase. Such availability may include, but is not limited to: site walk-throughs; teleconferences; regularly scheduled jobsite meetings;

unscheduled jobsite meetings;…