AJC VBA _ DFAS_CMc SOW_2020.09.09.02_FINAL.pdf

CMc Design & Construction Phase September 15, 2020 Celebrezze VBA Renovation and Backfill and DFAS Consolidation Prospectus

General Services Administration Public Buildings Service

Construction Manager as Constructor (CMc) Statement of Work (SoW)

PROJECT IDENTIFICATION

Project Name: Celebrezze VBA Renovation and Backfill and DFAS Consolidation Project

Project Control Number: VOH00061

Region: Region 5, Great Lakes Region

Building Name: Anthony J. Celebrezze Federal Building

Building Address: 1240 East 9th Street, Cleveland, OH 44199

CMc Design & Construction Phase September 15, 2020

TABLE OF CONTENTS

I. PROJECT DESCRIPTION 4

A. Base Contract (Design Stage) Services 5 B. Option (Construction) Services 5

II. GENERAL REQUIREMENTS 6

A. Project Duration and Schedule Milestone 6 B. Reference Materials 6

1. Standards and Criteria Documents 6 C. Project Team and Communications 10

1. Identification of the CMc Team 10

2. Project Delivery Team 11

3. Architect/Engineering Firm (A/E) 12

4. Construction Manager as Agent (CMa) 13

5. Commissioning Agent (CxA) 13

6. Communications Plan 13

D. Personnel Security Requirements 14 E. Project Management 14 F. Base Services (Design Stage) Progress Payments 16 G. Travel 17 H. Project Delivery Requirements 17

1. Construction Excellence 17

2. Art in Architecture Program AiA 17

I. SOW Security Requirements 18

III. SCOPE OF SERVICES 18

A. Scope Base VBA Backfill (Design Stage) Services 18 (Design Stage Services are Option #2 for DFAS Consolidation)

1. Design Stages in General 18

2. Collaboration with the A/E 18

3. Meetings 19

a) Project Initiation Meeting 19

b) Progress Meetings and Presentations 19

c) Design Submission Reviews 19

d) Risk Management Workshops 20

e) Building Information Modeling (BIM) 20

f) System Selection Analysis Meetings and Mockups 20

g) Value Management 20

h) Partnering 21

4. Deliverables 21

a) Required Deliverables 21

b) Constructability Review 22

c) Cost Estimating, Reconciliation, and Proposed Alternatives

(CERPA) 22

d) Preliminary Project Schedule and Analysis 23

CMc Design & Construction Phase September 15, 2020

e) Construction Work Sequencing and Phasing Plan 23

f) Early Work Packages 23

g) Modifications to the Risk Registry 23

B. Scope of Option #1 VBA Backfill (Construction Stage) Services 24 (Construction Stage Services is Option #3 for DFAS Consolidation)

1. Pre-Construction Conference 24

2. Submittal Schedule 24

3. Project Progress Meetings 24

4. Inspections and Testing 24

5. Project Documentation 24

6. Clarifications/ Requests for Information / Change Orders 25

7. Payment Requests 25

8. CMc Contingency Allowance 25

9. Construction Excellence Peer Reviews (CE PR) 26

10. Art-in-Architecture (AiA) Installation 26

11. Commissioning 26

C. Scope of Services During the Turnover & Closeout Stage 26

1. Turnover Process 26

2. Closeout Documentation 27

3. Material Samples, Attic Stock, and Spare Parts 27

4. Preparations for Occupancy 27

5. Project Awards/LEED Certification/Dedication Ceremony 28

6. Contract Closeout 28

IV. APPENDIX A - REFERENCE DOCUMENTS 29

CMc Design & Construction Phase September 15, 2020

I. PROJECT DESCRIPTION

This Statement of Work (SOW) is for Construction Manager as Constructor (CMc) for the VBA Renovation and Backfill project (also referred to as VBA Backfill) of approximately 170,000 square feet (sf), and the DFAS Consolidation project of approximately 149,600 square feet (sf), at the Anthony J. Celebrezze Federal Building.

GSA has contracted with a separate architect-engineer (A/E) firm that is responsible for developing complete design and construction documents for this Project. In addition, GSA has contracted with a separate Construction Management Advisor (CMa) firm with Commissioning Agent (CxA) services to provide certain services during the design and construction phases of this Project. A copy of the A/E and CMa/CxA statements of work (SOW) are included as an attachment to the Appendix. GSA has also issued an additional, separate contract to an artist under the Art-in-Architecture program (VBA Backfill project only).

The Anthony J. Celebrezze Federal Building located at 1240 East 9th Street in downtown Cleveland was named after Cleveland’s 49th mayor, United States Secretary of Health, Education, and Welfare and Federal appeals judge Anthony J. Celebrezze. The building was completed in 1967 and houses multiple federal government agency offices. The building has 32 stories, rises to a height of 419 feet and has approximately 1,007,000 square feet of space. The building is eligible for listing on the National Register of Historic Places.

The VBA Renovation and Backfill project proposes the renovation and backfill of floors 9 through 13 at the Celebrezze Federal Building. The Veterans Benefits Administration (VBA), currently on the 9th through 13th floors, will consolidate and modernize office space on the 9th through 12th floors. The Department of Labor - Office of Workers' Compensation Programs and the Department of Education, currently in Cleveland area lease locations, will backfill the VBA vacated 13th floor. Several federal tenant agencies including Armed Forces Recruiting, Navy, Railroad Retirement Board, and the Department of Labor - Bureau of Statistics, currently on the 9th and 12th floors, will be relocated to vacant space on other floors in the building to provide continued long-term housing for VBA. This will allow VBA to consolidate office space to fewer floors in the building, all of which would be on the same elevator bank.

The project also provides the opportunity to complete much needed shell upgrades and to remove hazardous materials, including ACM fireproofing, on affected floors. The scope will include all new ceilings, lighting, fire alarm system, ductwork, VAVboxes and controls, modification of stairwell handrails throughout the building for Architectural Barriers Act Accessibility Standard (ABAAS) compliance, modification of the 12th floor public toilet rooms for ABAAS compliance, Building Standard common corridor and elevator lobby finishes, tenant improvements, rework of fire sprinkler drops/replacement of sprinkler heads at renovated floor areas, and combination sprinkler standpipe/riser crossover work at the 20th and 28th floors.

The DFAS Consolidation project proposes the renovation of floors 14, 22, 24, 25, 28, and 29 at the Celebrezze Federal Building. The Defense Finance and Accounting Service (DFAS) has recently completed renovation work on the 23rd Floor, and will use this as a model for the proposed floors. The scope will include abatement of existing floor as needed, new carpet

CMc Design & Construction Phase September 15, 2020 and paint. New systems furniture will be provided by Tenant, with coordination and wiring of panels by CMc under this contract. The electrical and data lines are to be reused to the greatest extent possible, with additions as needed. Limited upgrades to mechanical and electrical distribution systems may be required. No work is anticipated to be performed to or above the existing ceiling. Phasing will be required to work with Tenant furniture procurement funding. One phase must be complete before the next phase begins. Refer to the four phases as described in the DFAS documents and in this Statement of Work. .

The design for the projects will conform to the Celebrezze Federal Building Design Standards, Facilities Standards for the Public Buildings Service P-100, and other building codes and standards as applicable to this project. Design services which will be accomplished through a separate contract, will be necessary for the renovations and alterations of vacant space to meet; the functional requirements of prospective tenants, fulfill policy and regulatory criteria, and provide state of the art workplaces that help define interior design standards for the building. Designed solutions shall be consistent with the latest objectives of GSA, prospective tenants, and best practices in architectural planning and design.

The space required by prospective tenants is primarily general office space including; both open office area and private offices, ancillary and support space such as conference rooms, break rooms and storage. Prospective VBA Renovation and Backfill project tenants include seven federal agencies with a total renovation requirement of approximately 170,000 sf.

DFAS Consolidation project tenants include several departments within the agency, such as administration, call center, Legal, and IT with a total renovation area of approximately 149,600 sf.

A. Base Contract VBA Backfill (Design Stage) Services

(Design Stage Services are Option #2 for DFAS Consolidation.)

The Design Stage of this project shall include all services taking place prior to or preceding the Construction Stage. This Statement of Work (SOW) primarily focuses and outlines the Design Stage services not otherwise provided for in the Contract Design Documents that the CMc Contractor shall be required to perform. The CMc Contractor is required to complete the Design Stage Services for the firm-fixed-price set forth in the Contract Price Schedule.

For the DFAS Consolidation project, the design stage services are to be broken out as Option #2. Although the design stage services described apply to both VBA Backfill and DFAS Consolidation projects, not all will apply to the DFAS Consolidation project. Services labeled “Exclude from DFAS Consolidation” are to be excluded from that project, but included for VBA Backfill project.

As a general matter, the CMc Contractor shall review and become familiar with the scope of services under the A/E’s SOW contract, especially the various standards, guidelines, policies, and documents (also see Section II.B. Reference Materials below) required to develop the design and construction documents. This review and familiarization is vitally important as part of the Pre-Construction Services as the

CMc Design & Construction Phase September 15, 2020 primary tasks of the CMc Contractor during the Design Stage are to provide constructability and cost estimation reviews of the A/E’s submissions (see Section III.A). 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. Option #1 VBA Backfill (Construction) Services

(Construction Services will be Options #3 for DFAS Consolidation) These Options relate to the Construction Stage Services that will be required by the CMc Contractor. These services, as outlined within this SOW, provide a general and brief description of services the CMc Contractor shall be required to perform during the Construction Stage (see Section III.B). In the event of a discrepancy between Construction Stage services outlined within this SOW and the A/E’s Construction Documents (CDs), the CD shall take precedence.

Prior to the exercise of these Options, the Government and the CMc Contractor shall agree on the Estimated Cost of the Work (“ECW”), which when combined with the Fee and the Construction Contingency Allowance shall not exceed the Guaranteed Maximum Price (GMP). Upon exercise of this Option for Construction Stage services, the CMc Contractor shall be held responsible for completing the construction stage work in its entirety.

CMc Design & Construction Phase September 15, 2020

II. GENERAL REQUIREMENTS

Requirements in this section shall apply to both the Base and Option services and all project stages. The CMc Contractor shall understand and fully comply with the Principles of Federal Contracting, including contract administration, in accordance with Federal Acquisition Regulation (FAR), the General Services Administration Acquisition Manual (GSAM), and Public Buildings Services acquisition policy.

As a general matter, the Facilities Standards for the Public Buildings Service (P-100) represents the overarching document that governs the CMc Contractor’s performance of work.

In addition, other policies and procedures (such as those listed in Section II.Bl. Reference Materials below) provide detailed procedures and requirements that the CMc Contractor shall follow. The primary purpose of this Statement of Work (SoW) is to set forth services that the CMc Contractor shall provide in addition to the services that will be outlined in final, approved Construction Documents (drawings and specifications), which shall be completed by the separate Architect/Engineering (A/E) firm hired as part of this project.

A. Project Duration and Schedule Milestone The project’s general milestone schedules are identified below, and are not indicative or representative of the entire list of anticipated deliverables, tasks, reviews, meetings, and/or due dates as defined within this SOW. Preliminary full project milestone schedule is included in Section IV, Appendix for CMc Contractor’s reference. The finalized project duration(s) and key milestone dates will be located in the Construction Documents.

The CMc Contractor is directed to review the milestone data and base their proposal per the dates indicated below:

VBA Renovation and Backfill Design Documents (DDs) Complete January, 2021

Construction Documents (CDs) Complete September, 2021

Construction NTP November, 2021

Construction Substantial Completion October, 2025

Construction Final Completion January, 2026

DFAS Consolidation Design Documents (DDs) Complete May, 2021

Construction Documents (CDs) Complete February, 2022

Construction NTP - (Phase I) May, 2022

CMc Design & Construction Phase September 15, 2020

Substantial Completion - Phase I December, 2022

Construction NTP - (Phase II) February, 2023

Substantial Completion - Phase II September, 2023

Construction NTP -(Phase III) February, 2024

Substantial Completion - Phase III August, 2024

Construction NTP -(Phase IV) February, 2025

Substantial Completion - Phase IV August, 2025

Construction Final Completion October, 2025

B. Reference Materials There are two types of Reference Materials. The first type are project-specific planning documents and information listed in Section IV, Appendix. The second type are the Standards and Criteria Documents, which are specifically set forth below.

1. Standards and Criteria Documents All designs developed under this contract must comply to the maximum extent feasible with the following GSA Standards and Guidelines and federal, state and local codes and laws. The latest edition of these codes and standards in effect at the time the design is started must be used throughout the design and construction stages of this project.

● GSA, PBS P-100, Facilities Standards for the Public Buildings Service

○ http://www.gsa.gov/p100

● GSA National Business Space Assignment Policy

○ https://www.gsa.gov/cdnstatic/NBSAP_Feb_2013.pdf

● GSA Pricing Desk Guide, 4th Edition

○ https://www.gsa.gov/cdnstatic/Pricing_Desk_Guide_4th_Ed__2014.6.5_LP

OE_update_FINAL.pdf

● ePM Requirements

○ http://www.gsa.gov/epm

● General Services Administration Criteria

○ http://www.wbdg.org/ffc/gsa/criteria

● GSA, PBS P-120, Project Estimating Requirements

○ https://www.gsa.gov/cdnstatic/P_120.pdf

● Key Sustainable Products Standards

○ https://www.gsa.gov/cdnstatic/KSP_report_for_071415_%281%29.pdf http://www.gsa.gov/p100 https://www.gsa.gov/cdnstatic/NBSAP_Feb_2013.pdf https://www.gsa.gov/cdnstatic/Pricing_Desk_Guide_4th_Ed__2014.6.5_LPOE_update_FINAL.pdf https://www.gsa.gov/cdnstatic/Pricing_Desk_Guide_4th_Ed__2014.6.5_LPOE_update_FINAL.pdf http://www.gsa.gov/epm http://www.wbdg.org/ffc/gsa/criteria https://www.gsa.gov/cdnstatic/KSP_report_for_071415_%281%29.pdf

CMc Design & Construction Phase September 15, 2020

● GSA PBS National Environmental Policy Act (NEPA) Desk Guide

○ https://www.gsa.gov/cdnstatic/PBS_NEPA_Deskguide.pdf

● GSA, PBS Asbestos Policy

○ https://www.gsa.gov/directives-library/asbestos-policy-10001-pbs

● GSA, Fire Protection and Life Safety, Design and Construction Responsibilities

○ https://www.gsa.gov/real-estate/environmental-programs/fire-protection-and

-life-safety/design-and-construction

● GSA, Design and Construction Overview

○ https://www.gsa.gov/real-estate/design-and-construction-overview

● GSA, Building Information Modeling Guide

○ https://www.gsa.gov/real-estate/design-construction/3d4d-building-informati on-modeling/bim-guides

● GSA, Commissioning Program

○ https://www.gsa.gov/real-estate/design-construction/commissioning/commis sioning-program

● GSA, PBS Building Commissioning Guide

○ https://www.gsa.gov/cdnstatic/BCG_3_30_Final_R2-x221_0Z5RDZ-i34K-p R.pdf

● GSA, Design Excellence Policies and Procedures

○ https://www.gsa.gov/real-estate/design-construction/design-excellence/desi gn-excellence-program/design-excellence-policies-and-procedures

● GSA, Construction Excellence

○ https://www.gsa.gov/real-estate/design-construction/construction-excellenc e

● GSA, PBS CAD Standards

○ https://www.gsa.gov/cdnstatic/PBS_CAD_Standards.pdf

● GSA Guiding Principles Checklist for New Construction and Major Modernization Projects

○ https://www.gsa.gov/cdnstatic/Design_and_Construction/2016_Guiding_Pri nciples_Checklist_07242018.pdf

● Implementing Value Engineering

○ https://www.gsa.gov/real-estate/design-construction/engineering-and-archit ecture/value-engineering/implementing-value-engineering

● GSA, Information Technology Policy

○ https://www.gsa.gov/policy-regulations/policy/information-technology-policy

● GSA, order 2100.1J GSA Information Technology (IT) Security Policy

○ https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GS

A_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-20 16).action

● IT Security Procedural Guides

○ https://www.gsa.gov/about-us/organization/office-of-the-chief-information-of ficer/chief-information-security-officer-ciso/it-security-procedural-guides

● Office of Mission Assurance (OMA) HPSD-12 Branch

○ https://www.gsa.gov/technology/government-it-initiatives/identity-credentials -and-access-manage/office-of-mission-assurance-oma-hspd12-branch https://www.gsa.gov/cdnstatic/PBS_NEPA_Deskguide.pdf https://www.gsa.gov/directives-library/asbestos-policy-10001-pbs https://www.gsa.gov/real-estate/environmental-programs/fire-protection-and-life-safety/design-and-construction https://www.gsa.gov/real-estate/environmental-programs/fire-protection-and-life-safety/design-and-construction https://www.gsa.gov/real-estate/design-and-construction-overview https://www.gsa.gov/portal/getMediaData?mediaId=227487 https://www.gsa.gov/real-estate/design-construction/3d4d-building-information-modeling/bim-guides https://www.gsa.gov/real-estate/design-construction/3d4d-building-information-modeling/bim-guides https://www.gsa.gov/real-estate/design-construction/commissioning/commissioning-program https://www.gsa.gov/real-estate/design-construction/commissioning/commissioning-program https://www.gsa.gov/cdnstatic/BCG_3_30_Final_R2-x221_0Z5RDZ-i34K-pR.pdf https://www.gsa.gov/cdnstatic/BCG_3_30_Final_R2-x221_0Z5RDZ-i34K-pR.pdf https://www.gsa.gov/real-estate/design-construction/design-excellence/design-excellence-program/design-excellence-policies-and-procedures https://www.gsa.gov/real-estate/design-construction/design-excellence/design-excellence-program/design-excellence-policies-and-procedures https://www.gsa.gov/real-estate/design-construction/construction-excellence https://www.gsa.gov/real-estate/design-construction/construction-excellence https://www.gsa.gov/cdnstatic/PBS_CAD_Standards.pdf https://www.gsa.gov/real-estate/design-construction/engineering-and-architecture/value-engineering/implementing-value-engineering https://www.gsa.gov/real-estate/design-construction/engineering-and-architecture/value-engineering/implementing-value-engineering https://www.gsa.gov/policy-regulations/policy/information-technology-policy https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action https://www.gsa.gov/about-us/organization/office-of-the-chief-information-officer/chief-information-security-officer-ciso/it-security-procedural-guides https://www.gsa.gov/about-us/organization/office-of-the-chief-information-officer/chief-information-security-officer-ciso/it-security-procedural-guides

CMc Design & Construction Phase September 15, 2020

● Historic Preservation Policy, Tools and Resources

○ https://www.gsa.gov/real-estate/historic-preservation/historic-preservation-p olicy-tools-resources

● Whole Building Design Guide

○ http://www.wbdg.org/ffc/federal-facility-criteria

● GSA, Total Workplace Program

○ https://www.gsa.gov/governmentwide-initiatives/total-workplace

● GSA, PBS NEPA Desk Guide, October 1999

○ https://www.gsa.gov/cdnstatic/PBS_NEPA_Deskguide.pdf

● Architectural Barriers Act Accessibility Standards (ABAAS)

○ https://www.gsa.gov/cdnstatic/ABAAS_FAQ_v2b_R2C15-e_0Z5RDZ-i34K-pR.pdf

● Appendix E Accessibility Standards

○ https://www.gsa.gov/cdnstatic/Accessibility-AppendixE_1-18-11_508c.pdf

● GSA, Spatial Data Management Program

○ https://www.gsa.gov/real-estate/design-construction/spatial-data-managem ent-overview

C. Project Team and Communications The parties to this contract are the Construction Manager as Constructor (CMc or CMc Contractor), and the United States of America, acting by and through the General Services Administration (GSA). GSA may be referred to as “Owner” throughout the contract documents and project. The primary Customers for this project are the Veterans Benefits Administration (VBA), Armed Forces Recruiting (AFR), Navy, Railroad Retirement Board (RRB), Department of Labor - Bureau of Labor Statistics (DOL-BLS), Department of Labor - Office of Workers' Compensation Programs (DOL-OWCP), and Department of Education (DoED). For the DFAS Consolidation Options, the primary Customer is Defense Finance and Accounting Service (DFAS). All services listed within this SOW and required by the CMc shall be applied to all Customer space build outs for occupancy..

The individual authorized to act on the behalf of the GSA in the administration of this contract is the Contracting Officer (CO). The GSA CO may delegate certain of his or her authorities to others who will be known as the Contracting Officer’s Representative (COR) and if so, will notify the CMc, in writing, of the specific authorities delegated to, and limitations placed upon, named authorized representatives. The CMc must not take any direction, or act upon any information, from individuals other than those having the requisite authority as confirmed by the GSA CO’s written notification.

1. Identification of the CMc Team The CMc shall provide sufficient staff and propose a team that can meet the requirements of this SOW and must utilize the personnel named in its accepted offer to perform the services required under this contract. In the event that any of the personnel named in the accepted CMc proposal become unavailable, the CMc https://www.gsa.gov/real-estate/historic-preservation/historic-preservation-policy-tools-resources https://www.gsa.gov/real-estate/historic-preservation/historic-preservation-policy-tools-resources http://www.wbdg.org/ffc/federal-facility-criteria https://www.gsa.gov/governmentwide-initiatives/total-workplace https://www.gsa.gov/cdnstatic/PBS_NEPA_Deskguide.pdf https://www.gsa.gov/cdnstatic/ABAAS_FAQ_v2b_R2C15-e_0Z5RDZ-i34K-pR.pdf https://www.gsa.gov/cdnstatic/ABAAS_FAQ_v2b_R2C15-e_0Z5RDZ-i34K-pR.pdf https://www.gsa.gov/cdnstatic/Accessibility-AppendixE_1-18-11_508c.pdf https://www.gsa.gov/real-estate/design-construction/spatial-data-management-overview https://www.gsa.gov/real-estate/design-construction/spatial-data-management-overview

CMc Design & Construction Phase September 15, 2020

Contractor must promptly; submit a complete written resume for a proposed substitution, any other information necessary for the GSA to approve or disapprove, and a detailed explanation of the circumstances necessitating the proposed substitution. The CMc shall obtain the Contracting Officer’s written consent before making any substitution for subcontractors and outside associates or consultants specifically identified and agreed to during negotiations. GSA shall reserve the right to interview the proposed personnel before approval.

The CMc shall provide a Team Identification and Staffing plan as part of their proposal. The Plan shall include the following sections at a minimum:

● Names of each major trade subcontractor, vendor, or supplier that the CMc used or relied on in preparing their proposal;

● A brief description of the services provided by such company; and

● The work the company might perform on the project, if ultimately selected by the CMc.

At a minimum, the CMc key team members shall consist of the following:

● Corporate construction executive

● Project manager

● Architectural review coordinator

● Engineering review coordinators - all disciplines

● Cost estimator(s)

● Construction superintendent

● Quality control superintendent

● Project engineer including Scheduling engineer

● Construction supervisors

● Safety program coordinator

● Industrial Hygienist

● Waste Management Coordinator

● Commissioning agent CxA Coordinator

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

2. Project Delivery Team The CMc shall establish and maintain communication and professional relationships with the; GSA, Customer Agency Representatives, A/E, CMa, and all Project Delivery Team members throughout the course of this contract. Below is a list of the key GSA Project Delivery Team members:

VBA Renovation and Backfill

Title Name Phone Email

Project Manager (PM) Steve Carbery (312) 353-1238 stephen.carbery@ gsa.gov

CMc Design & Construction Phase September 15, 2020

Contracting Officer

(CO)

Helen DiMonte (312) 590-9496 helen.dimonte@gsa.gov

Contract Specialist

(CS)

Daniel Ramirez (312) 385-4106 daniel.ramirez@gsa.gov

Contracting Officer’s Representative (COR)

Paul Machalek (312) 353-4916 paul.machalek@ gsa.gov

Supervisory Property Manager

Maureen MIchael (216) 522-8253 maureen.michael@ gsa.gov

Property Manager Evan Shooltz (216) 522-7631 evan.shooltz@gsa.gov

Asset Manager Mike Doede (312) 353-3327 michael.doede@gsa.gov

Project Sponsor Don Melcher (312) 353-1237 donald.melcher@gsa.gov

DFAS Consolidation

Title Name Phone Email

Project Manager (PM) Tim Hansmann (414) 203-6205 timothy.hansmann@ gsa.gov

Contracting Officer

(CO)

Helen DiMonte (312) 590-9496 helen.dimonte@gsa.gov

Contract Specialist

(CS)

Daniel Ramirez (312) 385-4106 daniel.ramirez@gsa.gov

Contracting Officer’s Representative (COR)

Marla Kavouras (312) 886-3593 marla.kavouras@ gsa.gov

Supervisory Property Manager

Maureen Michael (216) 522-8253 maureen.michael@ gsa.gov

Property Manager Evan Shooltz (216) 522-7631 evan.shooltz@gsa.gov

Asset Manager Mike Doede (312) 353-3327 michael.doede@gsa.gov

Project Sponsor Angela Miklich (216) 470-5924 angela.miklich@gsa.gov

3. Architect/Engineering Firm (A/E) The A/E team has been contracted through the GSA and will provide design development and construction oversight, among other services. During the Design Stage, the A/E will be required to design the project in accordance with the GSA and Customer requirements, budget, schedule, performance objectives, their SOW, and other requirements referenced therein. During the balance of the project, the A/E will

CMc Design & Construction Phase September 15, 2020 perform their contracted services to ensure the design intent is fully realized during the Construction Stage, and conveyed successfully into occupancy, facility management, operation and maintenance at project completion.

4. Construction Manager as Agent (CMa) The CMa team has been contracted through the GSA and will provide design, construction and closeout stage oversight, among other services. The overall responsibilities of the CMa are to perform management services relating to constructability, construction strategy, logistics, and budget control under the Design Stage, and to perform the construction management and oversight, in conjunction with the A/E, and in accordance with the Construction Documents and other requirements, during the Construction Stage. The specific activities, tasks, and deliverables required of the CMa are further delineated in the CMa contract SOW.

5. Commissioning Agent (CxA) The GSA is committed to Total Building Commissioning for this project to ensure all systems are; well designed, complete, and functioning properly upon occupancy, economical to operate and maintain, and the GSA Property Management staff has adequate system documentation and training. The CMa will be responsible for acquiring a CxA as part of their project team to lead and oversee incorporation of commissioning activities throughout the Design and Construction Stages and as otherwise listed within their SOW; and ensure project compliance with the latest edition of the PBS Commissioning Guide.

6. Communications Plan The GSA will develop, periodically update, and maintain throughout the course of the project, a listing of the Project Delivery Team members and respective roles and responsibilities as part of a communication plan. The CMc shall comply with GSA’s project communication plan and refer to GSA’s CO for all requests and responses concerning the project. The CMc shall also respond to GSA correspondence within seven (7) calendar days.

The contractual responsibility of the CMc Contractor is to the GSA only and not to other contractors, customer or tenant agencies, or local community interests where the project is located. The CMc Contractor must direct all requests for information and questions concerning the project and from customer or tenant agencies, local community interests, inquiries from potential offerors, etc., to the GSA Project Manager (PM). Prior to meeting or communicating with any parties other than the GSA personnel regarding the project, the CMc must confirm all such meetings and/or communications with the GSA. The CMc Contractor must not release any oral, written, or graphic information regarding this project to outside sources without obtaining prior consent from the GSA.

CMc Design & Construction Phase September 15, 2020

D. Personnel Security Requirements The CMc Contractor and its consultants and/or subcontractors associated with this project are required to obtain an HSPD-12 level security clearance. The CMc Contractor shall incorporate provisions in all applicable subcontracts to comply with the contractor personnel security requirements. Further information on HSPD-12 may be found at the following website: www.gsa.gov/hspd12 and in the Section IV Appendix. The time to process and obtain clearances may vary in length.

The CMc is required to provide one (1) Point of Contact (POC) that will be responsible for the security clearance process management of their employees throughout the duration of the contract. This CMc Contractor POC will coordinate and communicate with the GSA appointed security clearance representative (or POC) throughout the course of the project to ensure all applicable clearances are submitted and processed.

E. Project Management GSA will require the CMc Contractor to utilize an Enterprise electronic Project Management (ePM) system, which is a fully configured version of Meridian Systems’ Proliance Construction Management Software, on this project. GSA’s goal is to implement this state-of-the-art technology to reduce administrative and overhead costs, eliminate redundancies, and institute a collaboration tool to ensure better accountability among all project team members. This technology will provide up-to-date information, encourage disciplined methods for monitoring progress, ensure better communication regarding changes, provide improved documentation, and enable PBS executives to have real-time access to status of projects.

1. Electronic Project Management (ePM) The GSAs’ Electronic Project Management (ePM) system will be used throughout all the entirety of this project. Specification Section 013000 will include the information related to the responsibilities of the CMc and ePM during the Construction Stage.

The CMc shall effectively manage the ePM database including maintaining adequate staffing levels and ensuring that personnel attend the mandatory GSA provided training sessions.

a) Definition ePM is defined as an internet-based information and project communication system that allows the entire project team to collaborate in a centralized and secured repository. All project-specific correspondence, workflow processes, and documentation will be stored and routed within the ePM system.

http://www.gsa.gov/hspd12

CMc Design & Construction Phase September 15, 2020

b) Project Collaboration and Documentation

During the Design Stage, the A/E shall use ePM to upload, store, capture, preserve, record, maintain, update, route and respond to all project-related documentation to comply with GSA's Document Security Requirements.

Classified material is not permitted to be stored in this system. For the avoidance of doubt, the following represents a non-exclusive list of project information that shall be posted in ePM: correspondence, schedules, estimates, design submissions, specifications, daily reports, inspection reports, request for information (RFIs), change orders and project milestone submissions.

The A/E shall use the workflow processes contained within ePM to submit and receive approval for all project deliverables and continuously monitor and review ePM to ensure data is current through the completion of the project.

c) Equipment

The ePM system is based on the Proliance software that was developed by Meridian Systems. Users will be provided a username and password after they have completed the HSPD-12 process (See Section IV Appendix). All workstations require a high-bandwidth Internet connection.

d) Training

GSA will provide no cost training to familiarize team members with the ePM system. However, GSA will not reimburse the CMc for any travel related to ePM training.

GSA will hold several training sessions, as needed, to familiarize team members with the system, and all appropriate CMc staff are expected to attend these sessions or otherwise receive proper training on the system’s use. Furthermore, all CMc team members who are actively participating on the project must have access to the proper computer equipment and software to access and utilize the ePM system and be trained in the proper usage of said equipment and software.

GSA will provide ePM system administration and end-user support for the duration of the project. The ePM minimum requirements (including IT equipment) can be found at: http://www.gsa.gov/epm.

e) Support

GSA will provide ePM system administration and end-user support for the duration of the project. The ePM minimum requirements (including IT equipment) can be found at: http://www.gsa.gov/epm.

http://www.gsa.gov/epm http://www.gsa.gov/epm http://www.gsa.gov/epm

CMc Design & Construction Phase September 15, 2020

f) Personnel Requirements

The CMc shall be required to have an adequate number of people who can complete the HSPD-12 background check process to have rights to log into the ePM system.

g) Data Ownership

GSA shall retain ownership of all data entered into the system and shall administer and distribute all information contained therein (See Section IV Appendix for PBS SECURITY ORDER 3490.1).

F. Base Services (Design Stage) Progress Payments During the Design Stage, the CMc may submit progress payments for GSA review and approval. The CMc must identify all major work activities, estimate hourly work effort of personnel by position title required to perform each activity, correlate these resource estimates with the listed fee amounts, and include this information in the progress payment.

The GSA COR will review the CMc’s work on a regular basis to ensure that the Contractor is in compliance with the requirements of the contract and monitor performance. Failure to perform services and to submit items not required by the SOW shall result in a reduced payment until the work has been properly performed. If the work can no longer be successfully performed, the contract amount shall be reduced by the value of the work not completed.

All draft invoices shall be sent to the GSA CO and GSA COR. Only after the CO, or other delegated party, grants approval of a draft invoice may the CMc submit approved electronic invoices to the website shown below (strongly encouraged). Instructions on registration information can be found at https://finance.ocfo.gsa.gov/ specifically, at the following links:

● WebVendor Registration Directions:

○ https://finance.ocfo.gsa.gov/WebVendors/Docs/WebVendorRegistrationDirectio ns.pdf

● WebVendor New User Registration:

○ https://finance.ocfo.gsa.gov/WebVendors/AccountManagement/User/UserRegi stration.aspx

● Instructions for Submitting an Electronic Invoice:

○ https://finance.ocfo.gsa.gov/webvendors/OnlineInstructions.aspx https://finance.ocfo.gsa.gov/ https://finance.ocfo.gsa.gov/WebVendors/Docs/WebVendorRegistrationDirections.pdf https://finance.ocfo.gsa.gov/WebVendors/Docs/WebVendorRegistrationDirections.pdf https://finance.ocfo.gsa.gov/WebVendors/AccountManagement/User/UserRegistration.aspx https://finance.ocfo.gsa.gov/WebVendors/AccountManagement/User/UserRegistration.aspx https://finance.ocfo.gsa.gov/webvendors/OnlineInstructions.aspx

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Approved paper invoices can be mailed to the address shown below:

PBS Payments Branch (BCFA) PO Box 17181 Fort Worth, TX 76102-0181

G. Travel Unless otherwise indicated in the Section III. Scope of Services, the CMc shall be responsible for travel costs to support, as needed, the requirements contained in this SOW, including all Base Services related to design related reviews, inspections, progress meetings, presentations, workshops, other reviews and site visits.

H. Project Delivery Requirements

1. Construction Excellence (Exclude from DFAS Consolidation) The VBA Renovation and Backfill project will also follow the Construction Excellence process. The CMc will be required to participate in Construction Excellence activities throughout the course of the project.

Construction Excellence, in the Design Stage, includes; managing the design to ensure the project remains within the established budget, simplifying the design utilizing performance requirements for major building systems, facilitating timely design communications utilizing a web-based project management system, and leveraging the CMc and the CMa’s construction and budget control expertise.

Construction Excellence, in the Construction Stage, includes; managing the construction to ensure the project remains within the established budget and schedule, conducting Project Delivery Team partnering sessions, facilitating timely construction communications utilizing the GSA ePM web-based project management system, performing Construction Peer Reviews, and encouraging the use of alternative dispute resolution methods to resolve disputes.

2. Art in Architecture Program (AiA) (Exclude from DFAS Consolidation) The GSA Art in Architecture (AiA) program commissions artists to create publicly scaled and permanently installed works of art that are appropriate to the diverse uses and architectural vocabularies of new and substantially modernized federal buildings.

The CMa shall confirm collaboration of the A/E’s Lead Designer and selected artist(s) in the development and integration of art and architectural/site designs, in addition to verifying coordination of integral architectural and/or engineering elements required by the artwork(s) in the construction documents.

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I. SOW Security Requirements The following documents are applicable for any information systems developed for this procurement:

1. CIO 09-48, IT Security Procedural Guide: Security and Privacy IT Acquisition Requirements.

2. CIO 12-2018, IT Policy Requirements Guide.

3. Controlled Unclassified Information (CUI) building information provided under this procurement will be handled in accordance with GSA Order PBS 3490.3, Security for Sensitive Building Information Related to Federal Buildings, Grounds, or Property - All sensitive information must be deleted or destroyed after need to know ends.

III. SCOPE OF SERVICES

The CMc’s tasks are primarily separated into two distinct stages; (1) Design Stage and (2) Construction Stage (which includes closeout). This SOW outlines additional services that may not otherwise be provided within the Construction Contract Documents and/or Acquisition Documents that the CMc shall perform during these stages of this project.

A. Scope Base VBA Backfill (Design Stage) Services (Design Stage Services are Option #2 for DFAS Consolidation)

1. Design Stage in General The A/E’s contract requires the A/E to follow the design process as set forth in the Facilities Standards for the Public Buildings Service (P-100). The P-100 describes two overarching design phases: (1) Design Development (DD); and (2) and Construction Documents (CDs). At the time of contract award to the CMc, the Government provided certain design and project related documents as part of the competition in order to, among others, award a firm-fixed-price base contract for the Base Services to be performed during the Design Stage and to establish pricing for the GMP Option Services. As a matter of policy, the Contracting Officer will not exercise the GMP Option until the Construction Documents are at least 75% complete. The Base Services provide the opportunity for the CMc to maximize their understanding of the design requirements, the design intent, and the technical requirements of the project.

2. Collaboration with the A/E As part of the Base Services, the A/E and the CMc collaborate on the design, constructability issues, schedule, cost, and a process that is similar to value engineering. The ultimate goal of this collaboration is to establish a final Estimated Cost of Work (ECW) that does not exceed the original target ECW (as set forth in the Contractor’s proposal). The CMc's involvement during the project design stage offers GSA the ability to identify current market conditions concerning labor and

CMc Design & Construction Phase September 15, 2020 material availability, constructability issues, and any phasing and sequencing impacts.

Ideally, the A/E and its subcontractors will communicate freely with the CMc and its trade subcontractors, and vice versa. This will ensure mutual understanding of both the A/E's design intent and the CMc's means and methods, and thus ensure greater certainty in pricing the construction work. It also increases the likelihood that design errors and omissions are recognized and resolved during the design process. In addition, this collaboration takes place during a time that does not significantly impact the construction schedule and that can result in expedited production and review of shop drawings once construction commences.

3. 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 meetings shall be held via a web-based (teleconference) meeting platform provided by the A/E.

a) Project Initiation Meeting The CMc shall attend an initial meeting with other members of the project team (the A/E, GSA, CMa, and customer agency(ies)) to review the project’s program, status of design, discuss goals, begin initial project planning, and agree to the schedule for regularly scheduled Project Meetings. This meeting shall be held on site at the Celebrezze Federal Building in Cleveland, OH.

b) Progress Meetings and Presentations The CMc shall attend design progress meetings and presentations. Design Stage progress meetings are held on a bi-weekly basis (on Wednesdays) and in alignment with design milestones as identified in the project schedule. These meetings shall be held primarily via teleconference. However, there will be some project meetings, which may align with project delivery milestones, that will occur in either Cleveland OH at the Celebrezze Federal Building or Chicago, IL.

c) Design Submission Reviews The A/E shall facilitate and the CMc team shall attend and participate in design review meetings. The CMc shall include in the meeting any major trade subcontractors, vendors, or suppliers used in preparing the submission. The purpose of including these major trade subcontractors, vendors, or suppliers is to provide increased opportunities to identify and resolve any design, construction, or pricing related issues in the pre-construction phase of the project.

Submission presentations/reviews include but may not be limited to:

(1) 65% Construction Documents Completion

(a) IDR meeting

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(b) Cost Reconciliation meeting

(2) 95% Construction Documents Completion

(3) 100% Construction Documents Completion

More than one IDR or cost reconciliation meeting may be necessary for any submission, if that submission is not satisfactorily resolved and accepted by the GSA following the initial IDR or cost reconciliation meetings. The need for additional meetings in order to achieve an acceptable submission in accordance with P-100, shall not justify excusable delay.

d) Risk Management Workshops The CMc shall participate in workshops with the GSA, A/E, CMa and other stakeholders to update and/or modify the Risk Registry using the Construction Industry Institute’s Project Definition Rating Index (PDRI) (or a different industry standard as agreed to by the CO) to assess risks and opportunities for the project. The first PDRI evaluation session that the CMc will attend will typically occur around the 35% Design Document completion stage. The final PDRI session that the CMc will attend will typically occur at the completion of Construction Documents and prior to the exercise of the Option (Construction) Services.

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.

These workshops shall be held on site at the Celebrezze Federal Building in Cleveland, OH.

e) Building Information Modeling (BIM) (Exclude from DFAS

Consolidation) The CMc shall attend Building Information Modeling (BIM) meetings as required.

These meetings may align with each design submission and shall be held virtually or may be held in Chicago, IL.

f) Systems Selection Analysis Meetings and Mockups The CMc shall participate in systems selection analysis meetings, including the inspection and evaluation of mockups of proposed spaces or layouts.

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g) Value Management The CMc concept has value management as one of its main objectives. The CMa will provide a Value Engineering (VE) program expert and / or independent professional experts in all disciplines to facilitate and participate in a VE workshop during the Design Stage of this project. The A/E, CMa, GSA staff, and other government and customer stakeholders will also participate in the workshop.

The CMc shall participate and provide professional experts in all disciplines for the one (1) day value management workshop. The session will be held concurrent with a design submission at the end of the Design Development (DD) phase.

h) Partnering To most effectively accomplish this contract, the GSA will require the CMc and its subcontractors to participate in a cohesive partnership with the Government and its Customers and other Contractors. The CMc and its subcontractors, as needed, shall attend three (3), one (1) day (8 hour/each) partnering sessions during the design and construction stages of the project which will be hosted by the GSA’s CMa Contractor. The CMc shall provide the CO with a list of the key personnel from the CMc and its subcontractors who will participate in the partnering sessions. The CO may, in his/her sole discretion, add or remove any individual from the list. The CMc shall be responsible for any travel costs associated with attending these sessions.

The first session shall be held prior to the start of the Construction Stage. The date, time and location will be determined by GSA closer to the time of scheduling.

The second session shall be held after the start of the Construction Stage and will not occur sooner than a 6 month interval from the first partnering session.

The date, time and location to be determined by GSA closer to the time of scheduling.

The third session shall be held during the Construction Stage, preferably during the midpoint of construction and will not occur sooner than a 6 month interval from the second partnering session. The date, time and location to be determined by GSA closer to the time of scheduling.

4. Deliverables The CMc will provide a written deliverable based on the A/E’s design related submissions for each of the following design milestones:

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1. 65% Construction Documents

2. 95% Construction Documents

3. 100% Construction Documents

Each written deliverable from the CMc is due to the CO within 14 calendar days from the CMc Contractor’s receipt of the A/E’s design submission.

a) Required Deliverables For each design submission from the A/E, the CMc shall provide a written report that separately addresses each of the following topics:

● Constructability Review

● Cost Estimating, Reconciliation, and Proposed Alternatives

● Schedule Analysis

● Construction Work Phasing and Sequencing Plan

● Early Work Package Suggestions

● Risk Analysis

The CMc shall be responsible for notifying the Contracting Officer of errors, omissions,…