47PF0023R0049 I Falls LPOE CMc SoW.pdf

STATEMENT OF WORK

International Falls Land Port of Entry International Falls, MN PROJECT TYPE: New Construction

DESIGN EXCELLENCEPROSPECTUS PROJECT

CONSTRUCTION MANAGER as CONSTRUCTOR (CMc)

PROJECT IDENTIFICATION:

PROJECT NAME Land Port of Entry (LPOE) Project

SOLICITATION NUMBER 47PF0023R0049

REGION 5, Great Lakes Region

DIVISION GSA OFFICE OF DESIGN & CONSTRUCTION

BUILDING NAME Land Port of Entry (LPOE)

BUILDING ADDRESS 2 Second Avenue, International Falls, MN 56649

CONTRACTING OFFICER Anna Vanko

PROJECT MANAGER Seth LaRocque

LAST REVISION April 10 2024

CMc Statement of Work U.S. General Services Administration International Falls LPOE Great Lakes Region 5 Project No.: Kahua 000000724 Design & Construction Division (5PC)

Table of Contents

I. THE PROJECT

A. PROJECT DESCRIPTION

1. SUPPLEMENTAL PROJECT INFORMATION

2. NOTABLE EXISTING CONDITIONS

3. CONTRACT TYPE

4. OPTIONS

5. ALTERNATES

6. CONTRACTOR’S CONTINGENCY ALLOWANCE (CCA)

7. SHARED SAVINGS INCENTIVE

8. OTHER PROJECT CONTRACTS

B. PROJECT OBJECTIVES

C. PROJECT DELIVERY APPROACH

D. CMc PROJECT TEAM

1. STAFFING

2. KEY PERSONNEL

3. EXPERTISE

4. CMc CONTRACTOR TEAM SUBSTITUTION

5. CMc’S DOCUMENT MANAGER (CDM)

E. PROJECT DURATION and SCHEDULE MILESTONES

F. PROJECT STAGES, PHASES and WORK SEQUENCES G. PROJECT DELIVERY TEAM ROLES and RESPONSIBILITIES

1. OWNER

2. STAKEHOLDERS

3. GSA’S PROJECT MANAGER (PM)

4. GSA’S PROJECT SPONSOR

5. GSA’S SPATIAL DATA MANAGEMENT (SDM) SPECIALIST

6. GSA’S DOCUMENT MANAGER (DM)

7. CONTRACTING OFFICER (CO)

8. CONTRACTING OFFICER REPRESENTATIVE (COR)

9. REGIONAL CHIEF ARCHITECT (RCA)

10. GSA’S QUALITY ASSURANCE DESIGN (SME) REVIEWERS

11. GSA’S O&M STAFF

12. COMMISSIONING PROVIDER (CxP)

13. CONSTRUCTION MANAGER as ADVISOR (CMa)

14. AiA PROGRAM ARTIST(S)

15. REGIONAL FINE ARTS OFFICER (RFAO)

16. REGIONAL FIRE PROTECTION and LIFE SAFETY ENGINEER

17. GSA REGIONAL ENVIRONMENTAL COORDINATOR

18. GSA’S BUILDING TECHNOLOGY SERVICES DIVISION

Project No.: Kahua 000000724 Design & Construction Division (5PC)

19. GSA NATIONAL ACCESSIBILITY OFFICER

20. OCCUPANT AGENCIES REPRESENTATIVE(S)

21. VENDORS and INSTALLERS by OTHER CONTRACTS

22. OTHER CONTRACTS not related to this SoW

II. GENERAL REQUIREMENTS

A. OWNER’S PROJECT REQUIREMENTS (OPR)

B. PERFORMANCE REQUIREMENTS

1. LOW EMBODIED CARBON (LEC)

2. EMERGING AND SUSTAINABLE TECHNOLOGIES (E&ST)

C. PROJECT DELIVERY REQUIREMENTS

1. DESIGN REVIEW - Process and Procedures

2. CONSTRUCTION EXCELLENCE PROGRAM

3. OPERATIONAL EXCELLENCE (OE)

4. CONSTRUCTION SUBMITTAL & RFI PROCESSING

D. LEAN PROJECT DELIVERY

E. BUILDING INFORMATION MODELING (BIM)

F. RISK MANAGEMENT

1. PROJECT DEFINITION RATING INDEX (PDRI) WORKSHOPS

2. RISK MANAGEMENT MEETINGS

3. RISK REGISTRY

G. PARTNERING

H. COST & VALUE MANAGEMENT

1. GENERAL REQUIREMENTS

2. COST MANAGEMENT

I. MEETINGS

J. COST ESTIMATING, SCOPE & COST RECONCILIATION

K. CONSTRUCTION WORK SEQUENCING & PHASING PLAN

L. EARLY WORK PACKAGES

M. PROJECT MANAGEMENT INFORMATION SYSTEM (PMIS) - KAHUA

1. KAHUA APPLICATIONS

III. SCOPE OF SERVICES

A. PRE-CONSTRUCTION PHASE SERVICE (aka DESIGN PHASE SERVICES)

1. PROJECT KICK-OFF MEETING

2. DESIGN REVIEWS

3. COLLABORATION with the A/E

4. DESIGN ASSIST SERVICES

5. CMc CONSTRUCTABILITY REVIEW(S)

6. MOCKUPS

7. TESTING REQUIREMENTS

8. SUBMITTAL/SHOP DRAWINGS for LONG-LEAD PRODUCTS

B. CONSTRUCTION PHASE SERVICES

1. SPECIAL EMPHASIS RESPONSIBILITIES

Project No.: Kahua 000000724 Design & Construction Division (5PC)

2. PERMITS and FEES

3. Pre-CONSTRUCTION MEETING

4. PRE-NTP SUBMITTAL REVIEW AND ACCEPTANCE

5. NOTICE TO PROCEED

6. SCHEDULE MANAGEMENT

7. COST MANAGEMENT

8. CHANGE MANAGEMENT

9. SUBMITTAL SCHEDULE

10. INSPECTIONS & TESTING

11. BIM REQUIREMENTS

12. PROJECT RECORD DOCUMENTS

13. CLARIFICATIONS, RFIs & CHANGE ORDERS

14. PAYMENT REQUESTS

15. CONTRACTOR’S CONTINGENCY ALLOWANCE (CCA)

16. CONSTRUCTION EXCELLENCE PEER REVIEWS (CEPR)

17. AiA INSTALLATION

18. LESSONS LEARNED WORKSHOP

19. COMMISSIONING

C. CONSTRUCTION CLOSEOUT & TURNOVER PHASE

1. PRE-TURNOVER PROCESS

2. TURNOVER PROCESS

3. FINAL RECORD DOCUMENTS

4. MATERIAL SAMPLES, ATTIC STOCK & SPARE PARTS

5. PREPARATIONS for OCCUPANCY

6. PROJECT AWARDS/LEED CERTIFICATION

7. CONTRACT CLOSEOUT

8. POST OCCUPANCY EVALUATION

9. CLOSEOUT STAGE ADMINISTRATIVE REQUIREMENTS

D. DEMOLITION of EXISTING FACILITIES

IV. ADMINISTRATIVE PROCEDURES

A. PRE-CONSTRUCTION PROGRESS REVIEWS & PAYMENTS

B. CONSTRUCTION PROGRESS REVIEWS, REPORTS, PAYMENTS & DELAYS

C. CONTRACT FINANCIAL CLOSEOUT

D. TRAVEL, REPRODUCTION & DELIVERY

E. GROUNDBREAKING & DEDICATION CEREMONIES

F. SECURITY CLEARANCE & MANAGEMENT

1. HSPD-12 COMPLIANCE

2. PERSONNEL SECURITY REQUIREMENTS

G. DOCUMENT SECURITY

V. REFERENCE DOCUMENTS

VI. GLOSSARY

Project No.: Kahua 000000724 Design & Construction Division (5PC)

I. THE PROJECT

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

A. PROJECT DESCRIPTION

This SoW is for CMc services. The General Services Administration (GSA) intends to design and construct a new Land Port of Entry (LPOE) facility in International Falls, Minnesota. Additionally, the CMc will be responsible for the demolition and removal of the existing LPOE once the new one is built.

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

The Department of Homeland Security (DHS) - Customs and Border Protection (CBP) is the tenant in the current facility and will be the primary tenant agency in the new facility. The existing facility in International Falls was constructed in 1993, which was several years before the creation of the DHS. As such, there have been significant changes to the way security screening operations occur at the border. The existing facility is on an extremely congested, constrained site, which is surrounded by an active paper mill operation, traversed by inbound and outbound road and rail traffic, and is very close to the international bridge connecting International Falls and Fort Frances, Ontario. Consequently, the current facility is not adequate in size, efficiency, safety, and security.

To address these existing limitations, the project scope includes the construction of a new facility(ies) on an estimated 20 acres of land which is planned to be acquired by GSA.

1. SUPPLEMENTAL PROJECT INFORMATION

This project requires specialized technical specifications, material and equipment procurement, installation, and Measurement and Verification (M&V). Successful project delivery will depend on active CMc collaboration with the Construction Manager as Advisor/Commissioning Provider (CMa/CxP), GSA and other Subject Matter Experts (SMEs).

2. NOTABLE EXISTING CONDITIONS

The project site is known to have soils contaminated with heavy metals, possibly underground pipe and fuel storage tank leaks, and other materials throughout its use as a part of the paper mill manufacturing facility.

GSA is in the process of investigating the extent of the contamination, but does not expect to have a definitive answer at the time of CMc solicitation.

3. CONTRACT TYPE

As noted in the Agreement, the CMc’s tasks are primarily separated into two distinct phases:(1) Pre-Construction Phase Services, which will be a Firm Fixed Price (FFP) Contract; and (2) Construction Phase Work which will be a Guaranteed Maximum Price (GMP) Contract which will be awarded as the construction option.

a. GUARANTEED MAXIMUM PRICE (GMP)

1) Design Phase and Preconstruction Services and/or accepted Early Work Packages will be awarded as a

Firm Fixed Price (FFP)

2) The GMP shall consist of the the Estimated Cost of the Work (ECW), CMc Contingency Allowance

(CCA), and Fee for the Construction Work in accordance with FAR 16.403 and GSAM 536.7105-2 https://www.acquisition.gov/far/16.403 https://www.acquisition.gov/gsam/536.7105-2

Project No.: Kahua 000000724 Design & Construction Division (5PC)

b. CONVERSION to a FFP GSAM 536.7105-8

1) At any time after completion of 100 percent construction documents, the Government and the construction contractor may bilaterally convert the whole contract to firm-fixed-price.

2) Conversion to firm-fixed-price may occur after the contingency risks, to be covered by the CCA, have been sufficiently reduced in the best interest of the Government. See FAR 16.103(b) for additional guidance for assessing risk management, profit motive, and timing considerations.

3) Conversion to firm-fixed-price is only permitted pursuant to a written determination from the contracting officer to the contract file supporting the conversion. The contracting officer should consult other members of the acquisition team, including the project manager, to analyze and justify the conversion.

4) The contracting officer shall not agree to a firm-fixed-price in excess of the GMP.

5) In accordance with GSAM 536.7105-3(c), the contracting officer shall obtain an independent audit of the construction contractor's costs incurred in the performance of the contract to date.

6) When evaluating the construction contractor's proposal for firm-fixed-price definitization, the contracting officer should compare the anticipated final cost to the firm-fixed-price being proposed. It may be reasonable for the construction contractor to include a contingency for assuming the risk associated with agreeing to the firm-fixed-price. The contracting officer should evaluate this contingency to ensure that the proposed amount reasonably reflects the remaining risks being assumed by the construction contractor. This evaluation may be informed by the history of the project, the balance of the CCA, and other factors.

7) The modification to convert to a firm-fixed-price is subject to the requirement to obtain cost and pricing data unless one of the exceptions in FAR 15.403-1 applies.

8) The modification to convert to a firm-fixed-price is subject to the requirement for a pre-negotiation objectives memo and price negotiation memo, including fair and reasonable price determination, per

FAR 15.406.

9) Upon converting to a firm-fixed-price, the contract is no longer subject to open book accounting, a shared savings incentive, or the need for determination of final settlement.

4. OPTIONS

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

a. Option 1: Guaranteed Maximum Price Option.

b. Option 2: Firearms Range Facility. As noted on the contract documents, provide an option to build a

Firearms Range Facility in its entirety.

c. The A/E is required to design to 90% of the ECCA to plan for potential cost overruns. To account for the additional 10% they will develop design options which will be identified towards the end of design.

5. ALTERNATES

No alternates are anticipated at the time of development of this SoW.

6. CONTRACTOR’S CONTINGENCY ALLOWANCE (CCA)

Contractor’s Contingency Allowance (CCA) must not exceed 3% of the Estimated Cost of the Work (ECW): refer to GSAM 536.7105-2 § (3) CCA. The use of CCA funds to cover CMc risk elements is at the discretion and management of the CMc. However, the CMc must document specific items which use CCA funds and notify the Contracting Officer (CO) on a monthly basis regarding the status of the CCA remaining budget. The CO has the final determination regarding whether or not CCA can be applied for specific purposes. Final processes and https://www.acquisition.gov/gsam/536.7105-8 https://www.acquisition.gov/far/16.103 https://www.acquisition.gov/gsam/part-536#GSAM_536_7105_3 https://www.acquisition.gov/content/15403-1-prohibition-obtaining-certified-cost-or-pricing-data-10-usc-2306-and-41-usc-chapter-35 https://www.acquisition.gov/content/15406-documentation https://www.acquisition.gov/gsam/536.7105-2

Project No.: Kahua 000000724 Design & Construction Division (5PC) procedures regarding use and tracking of the CCA will be established during the post award/preconstruction phase between GSA and the selected CMc.

7. SHARED SAVINGS INCENTIVE

If the final cost of performance is less than the final GMP value, GSA will share 50% of the net savings with the CMc firm to be considered as additional profit. Refer to GSAM 536.7105-5.

8. OTHER PROJECT CONTRACTS

a. Contracts currently awarded

GSA has separate contracts listed below for the following services:

1) Architect/Engineering (A/E) design services. The A/E is responsible for developing complete design and construction documents for the Project.

2) CMa/CxP services. The CMa/CxP is providing management, oversight, administrative, and advisory services throughout the design and construction phases of the project.

3) National Environmental Protection Act (NEPA) services. The NEPA contractor is developing a

Supplemental Environmental Impact Statement (SEIS) and other related work as required under that program.

Relevant SoW information is included in the Reference Documents section of this SoW.

b. Contracts which may be awarded GSA may award separate contracts listed below for the following services

1) Site Acquisition Services. Various contracts will be awarded for appraisal, site surveys, title work, and other related tasks needed to acquire the property.

2) Artist(s) under the Art in Architecture (AiA) program

3) Other consultants as necessary to complete the Project.

In general, the project will be designed to meet or exceed the performance goals stated in the P100 Performance Matrix document.

B. PROJECT OBJECTIVES

In general, the objectives of this project include:

1. Provide adequate space and facilities for the federal agencies to accomplish their missions to the planning horizon year 2040.

2.

3. Maintain CBP port operations 24/7 during construction and changeover to the new facilities.

4. Maintain/improve the Port’s separate identity from the Packaging Corporation of America (PCA) plant that surrounds the current site.

5. Create a facility that is welcoming to travelers entering the US.

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

7. The facility must provide a civic presence and contribute to the architectural character of the local community.

8. Maximize existing assets to the greatest extent possible.

9. Maintain positive relationships with stakeholders.

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

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

12. Achieve minimum Leadership in Energy and Environmental Design (LEED) Gold Rating.

13. Achieve minimum Silver Level for the Sustainable Sites Rating Initiative (SITES).

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

15. Achieve client satisfaction.

16. Collaborate with industrial manufacturers, DHS representatives, CBP port stakeholders, GSA subject matter experts and others to implement innovative construction technologies across geographic and management https://www.acquisition.gov/gsam/536.7105-5 https://www.gsa.gov/cdnstatic/2021%20P100%20Performance%20Matrix_0.docx https://www.gsa.gov/cdnstatic/2021%20P100%20Performance%20Matrix_0.docx

Project No.: Kahua 000000724 Design & Construction Division (5PC) boundaries.

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

18. Design and construct functional and modern work environments that enhance the ability of the agencies to perform their mission. Provide a high-performance workplace that enhances all human factors including:

health, functional efficiency, productivity, space flexibility, air quality, and comfort in thermal, acoustical and visual perspectives utilizing natural daylight.

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

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

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

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

23. The goals and objectives of the IRA program will apply to this project.

C. PROJECT DELIVERY APPROACH

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

The CMc also acts as the general contractor during the construction phase of the project. The CMc will adhere to the project drawings, specifications, and other construction documents.

D. CMc PROJECT TEAM

1. STAFFING

The CMc must provide experts in disciplines listed in the P100 Facilities Standards for the Public Buildings Service (P100), and as otherwise required in this section, with credentials as indicated, as they apply to this project. The CMc must provide sufficient staff of project managers, subject matter expert (SME) reviewers, cost estimators, schedulers, field engineers, superintendents, inspection and testing engineers, scheduling specialists, clerical and accounting personnel, etc. to perform the required work. In addition to the key team members identified within this document, the CMc must provide administrative, clerical, project engineers, and technical personnel as necessary to perform the services required under this contract.

2. KEY PERSONNEL

a. Project Executive

b. Project Manager - including a Pre-Construction project manager if identified as different people

c. Construction Superintendent

d. Quality Control Superintendent

e. Cost Engineer - The CMc must provide estimators and staff familiar with the bid breakdown, to participate in coordination meetings with GSA to reconcile costs.

f. Scheduler

g. Project Accountant

h. On-site Safety Coordinator

3. EXPERTISE

In addition to the Key Personnel, at a minimum, the CMc’s team members should also include the following personnel to provide expertise (a single individual may be assigned more than ONE of the responsibilities/expertise listed below) as and when needed for efficient and effective operations:

https://www.gsa.gov/cdnstatic/P100%202022%20Addendum%20Final_.pdf

Project No.: Kahua 000000724 Design & Construction Division (5PC)

a. SME Reviewers - All Disciplines including civil (structural, transportation (highway/traffic), geotechnical, hydrology and hydraulics), mechanical, plumbing, electrical, IT, architectural

b. Environmental Coordinator

c. Physical Security and Access Control Consultant/Coordinator

d. Construction Supervisors

e. Document Manager (DM)

f. Other team members as determined by the Offeror

Within 30 working days after the Notice to Proceed (NTP), the CMc must coordinate with the CMa to edit the Communications Plan, and complete the team entries.

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

5. CMc’S DOCUMENT MANAGER (CDM) The CDM must provide a single point of contact to manage documents and coordinate submissions. The CMc must coordinate with GSA’s Building Information Modeling (BIM) Point of Contact (PoC) within 10 working days after the NTP to confirm the BIM Execution Plan (BEP), including naming conventions, format, structure, and training requirements.

The CDM must:

a. Control all project documentation, including Kahua requirements

b. Control as-builts and project files

c. Execute real time updating of as-builts with change orders, bulletins, Requests for Information (RFI)s.

d. Provide submissions of as-builts identifying all changes to date for Quality Control reviews.

e. Coordinate with PBS CAD Standards, and Building Information Modeling (BIM)

f. Coordination with Operations and Maintenance requirements of GSA.

E. PROJECT DURATION and SCHEDULE MILESTONES Refer to the current Master Project Schedule included as a reference document for the estimated project durations and scheduled milestones. The schedule is subject to change, but should be used for the purposes of estimated durations required to submit a proposal for services included in this SOW.

F. PROJECT STAGES, PHASES and WORK SEQUENCES This project is organized in the three divisions as identified below.

1. SITE ACQUISITION PHASE (overlaps with Design)

2. DESIGN STAGE

a. Preliminary Concept Phase

b. Concept Development and Final Concept Phase

c. Design Development Phase

d. CMc Procurement Phase

e. Construction Documents Phase

3. CONSTRUCTION STAGE

a. Pre-Construction Phase

b. Construction Phase https://docs.google.com/document/d/1sHhaGO7g0gfjOtZ9PeG0kMYVQ_FU1lmUQAra-yxs1pI/edit#heading=h.gjdgxs https://www.gsa.gov/cad

Project No.: Kahua 000000724 Design & Construction Division (5PC)

c. Construction Closeout and Turnover Phase

d. Demolition of Existing Facilities

G. PROJECT DELIVERY TEAM ROLES and RESPONSIBILITIES In the performance of the contract requirements, the CMc must work in concert with other parties on the Project Delivery Team. The Project Delivery Team will include other contractors, A/E, GSA personnel, occupant agency representatives and other stakeholders. GSA will initially develop, and the CMc must periodically update, and maintain throughout the course of the project, a listing of the Project Delivery Team membership and respective roles and responsibilities. Major parties involved or to be involved in the Project Delivery Team, and their respective overall roles and responsibilities, are as follows:

1. OWNER

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

2. STAKEHOLDERS

a. Customs and Border Protection (CBP)

b. Food & Drug Administration (FDA)

c. Local GSA Property Management Office

d. United States Department of Agriculture/Animal and Plant Health Inspection Service - Plant Protection and

Quarantine (USDA/APHIS-PPQ)

e. GSA

f. local municipality - neighbors - public

g. Other federal and non-federal agencies

h. PCA - Paper Mill

3. GSA’S PROJECT MANAGER (PM)

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

4. GSA’S PROJECT SPONSOR

The Project Sponsor is responsible for developing strategic project goals and monitoring project performance.

Typically the Project Sponsor is responsible for the success of the project. The Project Sponsor keeps the project aligned with the organization's long-term strategies and goals while governing project risks.

5. GSA’S SPATIAL DATA MANAGEMENT (SDM) SPECIALIST

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

6. GSA’S DOCUMENT MANAGER (DM)

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

7. CONTRACTING OFFICER (CO)

The CO binds the Federal Government to a contract. The CO holds a warrant that allows them to negotiate on

Project No.: Kahua 000000724 Design & Construction Division (5PC) behalf of GSA. Only COs may execute, modify, or terminate the contract.

8. CONTRACTING OFFICER REPRESENTATIVE (COR)

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

9. REGIONAL CHIEF ARCHITECT (RCA)

The RCA reviews and may recommend design modifications to the A/E’s Design.

10. GSA’S QUALITY ASSURANCE DESIGN (SME) REVIEWERS

GSA’s responsibility to meet complex requirements of the Legislative and Executive Branch of the federal government necessitate maintaining a staff of professional SMEs experienced in quality assurance reviews of A/E submissions. SMEs participate in both formal and informal design reviews to verify that standards and objectives are met.

11. GSA’S O&M STAFF

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

12. COMMISSIONING PROVIDER (CxP) The CxP must lead, plan, schedule, and coordinate the CxP Team to implement the Commissioning Services (Cx). In some contexts, for instance in US Green Building Council publications concerning LEED Certification, the CxP is also known as the Commissioning Agent or Commissioning Authority (CxA). In this document, the term “CxP” is used in accordance with ASHRAE 0-2019 to refer to the entity serving this role. Further commissioning details can be found, outlined throughout this SoW.

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

14. AiA PROGRAM ARTIST(S) GSA will contract with an artist(s) through GSA’s AiA Program. As needed, the CMc must participate in orientation and coordination meetings with the contracted artist(s) and GSA as needed.

15. REGIONAL FINE ARTS OFFICER (RFAO)

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

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

GSA's Regional FPE is the Authority Having Jurisdiction (AHJ) for technical requirements, including all fire protection and life safety code interpretations and code enforcement requirements. As the AHJ, GSA's Regional

Project No.: Kahua 000000724 Design & Construction Division (5PC)

FPE has the right to revise the specific requirements as defined in the P100 based on a technical evaluation and analysis and the project’s specific needs.

17. GSA REGIONAL ENVIRONMENTAL COORDINATOR

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

a. Stormwater Management (EISA 438)

b. Fuel Storage Tanks (Fuel Oil/Diesel)

c. Hazardous Materials, including, but not limited to, contaminated soils mitigation & disposal

d. Firing Range Design

e. General environmental compliance

f. Indoor air quality during construction

g. Compliance with NEPA mitigation measures related to:

1) Clean Air Act and Clean Water Act Permitting (floodplains and wetlands)

2) Threatened and Endangered and Sensitive Species (plants and wildlife)

18. GSA’S BUILDING TECHNOLOGY SERVICES DIVISION

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

19. GSA NATIONAL ACCESSIBILITY OFFICER

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

20. OCCUPANT AGENCIES REPRESENTATIVE(S)

CBP’s team - including project manager, program manager, port manager, and operations, will be integral to the project design and development. They will be participating in recurring project progress meetings and design meetings, and provide comments on each document submission. CBP’s project manager will work hand in hand with GSA's project manager to coordinate any specific inquiries that need CBP SME input.

Additionally, FDA and USDA/APHIS-PPQ personnel will also participate and contribute to the progress and design meetings.

21. VENDORS and INSTALLERS by OTHER CONTRACTS To support governmental requirements of this project, GSA will issue additional contracts to vendors and installers to complete the work to meet these requirements. GSA will assist with collaborative coordination between the CMc and other vendors and installers as needed.

22. OTHER CONTRACTS not related to this SoW GSA has contracted for services with a consultant to lead GSA through the NEPA process. Additionally, PCA may hire contractors necessary for the logistics of the site acquisition process and the utility work that will be necessary for the project. Additional consultants may be added to the project by GSA, the CMc must coordinate scope as needed.

END of SECTION

Project No.: Kahua 000000724 Design & Construction Division (5PC)

II. GENERAL REQUIREMENTS

Requirements in this section will apply to all project stages described in the SCOPE OF SERVICES. Some of the requirements noted in this section may be subject to exercise of contract option(s).

A. OWNER’S PROJECT REQUIREMENTS (OPR)

The OPR details the functional requirements of a project and the expectations of how it will be used and operated.

This includes project and design goals, measurable performance criteria, budgets, schedules, success criteria, owner’s directives, and supporting information. The OPR will be developed in the pre-design phase of a project.

Information about the project is gathered from the users and supplements the designers programming efforts. The OPR forms the basis from which all design, construction, acceptance, and operation decisions are made. The OPR is often modified during the design process as the owner’s objectives and criteria are refined.

B. PERFORMANCE REQUIREMENTS

The CMc must review the PERFORMANCE REQUIREMENTS section of the A/E SoW to understand the project requirements which the A/E will be contracted to integrate into the project. Additionally, to meet the requirements of the Inflation Reduction Act (IRA), the following requirements must be met.

1. LOW EMBODIED CARBON (LEC)

Refer to the Interim IRA LEC Material Requirements.

a. Acquire and install IRA-Eligible Materials that adhere to the global warming potential IRA Limits established in the Contract. IRA-Eligible Materials shall be purchased and properly installed per the Agreement, Scope of Work, Drawings and Specifications. Unless otherwise specified, all work requiring use of materials with a contractually-established IRA Limit shall utilize materials compliant with those Limits.

b. For each type of IRA-Eligible Material, the Contractor shall provide submittals of Environmental Product Declarations (EPD) and product information -- see 01 33 00 SUBMITTAL PROCEDURES.

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

2. EMERGING AND SUSTAINABLE TECHNOLOGIES (E&ST)

a. The purpose of this work is to install and construct IRA-funded E&ST scope items

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

c. IRA-funded E&ST scope item(s) shall be integrated into the project and conform with the overall project schedule

C. PROJECT DELIVERY REQUIREMENTS

1. DESIGN REVIEW - Process and Procedures

Design reviews provide GSA with the opportunity to consider and document how design decisions will affect building functionality and assure that the occupant agencies are presented with design solutions that satisfy the OPR. GSA, CBP and the other occupant agencies will review design submissions outlined in the P100 Submittal Matrix for their iterative development towards meeting the expected outcome of the design. The CMc must participate in the design review process.

Where drawing review is specified, this includes reviews related to the BIM model.

a. TYPES of REVIEWS The following reviews should happen concurrently after each design submission.

1) CONSTRUCTABILITY REVIEWS

As part of the CMc delivery method, the CMc must conduct constructability reviews of the A/E’s design. See the CMc CONSTRUCTABILITY REVIEWS for more details.

https://docs.google.com/document/d/1HBFuh_Oc2N4HbNtdPWZ8_UYidGUnzhJQ7Y14Xabd1EQ/edit#heading=h.hewxdg2t5nwx https://www.gsa.gov/system/files/Interim%20IRA%20LEC%20Material%20Requirements%20-%20used%20in%20Pilot%20May%202023%2005162023.pdf https://www.gsa.gov/cdnstatic/P100%20Submittal%20Matrix%20v10.pdf

Project No.: Kahua 000000724 Design & Construction Division (5PC)

2) GOVERNMENT REVIEWS

The purpose of GSA’s review is to ensure that established functional, aesthetic and spatial requirements of the project are satisfied, including but not limited to:

a) The design responds to GSA program goals, objectives and priorities

b) The design responds to the interests of project stakeholders

c) The design accommodates the requirements of the space program in an efficient manner

3) COMMISSIONING REVIEWS

Commissioning design reviews will be performed by the CxP, in accordance with the Commissioning Plan defined in the Commissioning requirements in the contract documents. The CMc must provide staff to participate in Commissioning progress meetings, as well as respond to Commissioning Reviews executed by GSA.

b. DESIGN REVIEW PROCEDURES

1) GOVERNMENT REVIEW MEETINGS

The general philosophy for formal design submissions is to allow for confirmation of the design progress, rather than seeing design development for the first time. As such, the following informal review meetings must be provided to access GSA SMEs, and to supplement decision making at regular progress meetings and formal design submissions.

a) Systems Selections Analysis Meetings Prior to the Integrated Design Reviews (IDRs) the A/E will conduct “systems selection analysis meetings” with the Project Delivery Team including GSA, the CMa, CxP, CBP, CMc and GSA's O&M representatives. The A/E will prepare supporting analyses, calculations, supporting documentation, alternatives, trade-offs, optimizations and life-cycle analysis for presentation at the meeting. The CMc must participate in systems selection analysis meetings, including the inspection and evaluation of mockups, as needed.

b) Integrated Design Review (IDR) Workshops BIM-based IDRs will be the primary method for reviewing design deliverables. The CMc must attend and actively participate in all design review meetings occuring after the award of their contract, during which all design work for that deliverable is visually demonstrated using the BIM as the primary communication tool.

i) The first IDR must be conducted in advance of the Design Excellence Peer Review (DEPR) meeting. The subsequent IDRs will occur at each design phase submission, per the P100 Submittal Matrix.

ii) Review comments (written or verbal) generated by the IDR must be collected by the A/E.

iii) The A/E must plan to conduct focused IDR reviews with each tenant agency to ensure their program, adjacencies, swing space, etc. have been addressed.

iv) The A/E must conduct focused IDR reviews with O&M representatives.

c) Program Review Meeting(s) Program review meetings will be held at the beginning of each design phase. The CMc must participate in any program review meetings occuring after the award of their contract. Programs include, but are not limited to, energy, sustainability, security, Furniture, Fixtures & Equipment (FF&E) coordination, Building Management/O&M coordination, controls, commissioning, space planning, etc.

d) Specialty Review Meetings The CMc must participate in review meetings to address specific design issues such as Heating, Ventilation & Air Conditioning (HVAC) design, security, accessiblity, etc. Individual meetings must be scheduled and coordinated to maximize the efficiency and travel logistics for the project team.

Project No.: Kahua 000000724 Design & Construction Division (5PC)

e) Ad Hoc Review Meetings The CMc must participate in additional Ad Hoc review meetings to facilitate GSA decisions during the design process and to maintain the project schedule.

2) GOVERNMENT REVIEW CYCLE – Formal Reviews

a) Government Comments

Unless specifically noted otherwise, GSA, CMa/CxP, CMc, CBP and other occupant agencies will provide written comments within 15 working days of receipt of each design submission. The standard review period accounts for 10 working days for reviewers, plus five working days for distribution of documents, collection, and consolidation of comments. Date of receipt of each submission will be the date when all required documents have been received in all required formats.

b) A/E’s Response The A/E will respond in writing to these design review comments within ten working days of receipt. Responses must address each comment individually and must reference applicable design documentation. At the conclusion of this review and response period, the CMc must participate in a design review meeting to address unresolved comments.

c) Resolution of Comments The A/E must resolve and/or address all design review comments in writing. In cases other than unqualified adoption, the A/E must provide a statement as to why the reviewer’s objection and/or recommendation are inappropriate. A single master list of comments must be maintained for the lifecycle of the design phase.

2. CONSTRUCTION EXCELLENCE PROGRAM

GSA's Construction Excellence Peer Reviews (CEPRs) provide guidance to the project team during the construction phase through collaboration with GSA’s nationally registered Peers, leaders within the private sector’s construction industry and its community. The guidance typically concerns areas for improvement and recognition of positive performance related to the quality of the overall project delivery, the team’s work in maintaining scope and budget and meeting schedule deadlines during construction.

A series of three CEPR meetings, usually conducted around the 15%, 60%, and 90% stages of the construction effort, are facilitated by GSA’s appointed representative. The third peer review will be held focusing on gathering best practices and lessons learned. The CEPRs are for the benefit of the project and involve recommendations based upon the Peer’s experience. The CMc must participate in the CEPR meetings.

A typical meeting entails a tour of the project, followed by structured interviews with the CMc, A/E, GSA, the CMa, CxP, and occupant agencies. GSA’s appointed representatives will facilitate each meeting, and at the completion of the day, brief the team on the findings and later in writing, opinions of all present as well as a recommendation for resolution of issues.

3. OPERATIONAL EXCELLENCE (OE)

OE reviews enable the achievement of the OE Program referenced in the P100. OE requires efficient and effective facility operations over a 50-year ownership horizon, focusing on durability, reliability, maintainability, and lowest total cost of ownership.

The CMc must participate in all OE Reviews occurring after the award of their contract. The P100 Submittal Matrix provides OE related deliverables requirements. The reviews include receiving and responding to questions and comments from GSA’s regional and national (Central) Office of Facility Management (OFM) staff and building systems’ SMEs.

https://www.gsa.gov/cdnstatic/P100%202022%20Addendum%20Final_.pdf

Project No.: Kahua 000000724 Design & Construction Division (5PC)

4. CONSTRUCTION SUBMITTAL & RFI PROCESSING

a. In General, the CMa will manage and document the processing of the CMc’s submittals and RFI’s on behalf of GSA. The CMa will review all RFIs and provide recommendations and responses to GSA.

b. GSA IRA LEC MATERIAL SUBMITTAL PROCESSING

1) The CMc must use GSA’s IRA Post-Award Allocation Form to report estimated quantities of each type of concrete, asphalt, steel, and glass (as applicable) that are anticipated to qualify under these GSA IRA LEC Material Requirements.

2) Complete the IRA D&C Submittal: Contract Reporting Form. For each IRA-qualified material furnished under the contract, upload or link the EPD, and report:

a) EPD-reported Global Warming Potential (GWP), in kilograms of carbon dioxide equivalent [kgCO 2 e] per unit of material;

b) Product Category Rule (PCR) identified on the EPD;

c) GSA IRA Limit and Better Than Average Limit specified in the contract;

d) total quantity being installed (e.g. from bill of materials); and

e) for concrete, cement, steel, and glass: (i) the ENERGY STAR Energy Performance Score(s) for plants producing supply chain materials: cement, steel from integrated steel mills, or flat glass; (ii) the manufacturing plant name(s) and location(s); and (iii) the data period of the Energy Performance Score(s) at the time of purchase.

Refer to GSA IRA LEC Material Requirements, March 2023 for additional information.

D. LEAN PROJECT DELIVERY

The project team intends to apply LEAN principles in the implementation of this project, as defined by the Lean Construction Institute (https://leanconstruction.org) to the greatest extent feasible. Expertise in LEAN among key project personnel from the CMc team is strongly valued. The team intends to cultivate and foster a collaborative, collegial working relationship among the owner’s representatives, the A/E personnel, and the CMc team. The complexity of this project will require a strong team dynamic, characterized by a solutions-oriented mindset, open communication, and an atmosphere of mutual trust and respect. All personnel in the team will “buy in” to this approach, during both Pre Construction and Construction phases of the project.

E. BUILDING INFORMATION MODELING (BIM)

The CMc must participate in the BIM deliverable review process, BIM Quality Assurance/Quality Control (QA/QC) process, and support GSA organizational BIM Objectives. The CMc must participate in the A/E’s BIM dedicated meetings or reviews. The CMc must use the most current A/E model(s) as appropriate to provide independent feedback such as constructability reviews, and incorporate BIM into other activities (such as scheduling) wherever possible.

The A/E will develop the design documents using BIM software, and use the models throughout design for communication and collaboration with GSA, the CMa, and CMc. Models are to comply with the requirements of the GSA Regional BIM Standard, COBie Playbook, Common Data Exchange (CDX) as well as the P100.

The CMc will receive a final Design Model from the designer after design completion, which the CMc will be required to further develop in accordance with the GSA Regional BIM Standard. The Design Model may be turned over to the CMc in multiple parts/submissions to account for separate Bid Packages, as necessary.

The Project BIM Execution Plan (BEP) is included in the appendix.

The CMc must:

1. Comply with the GSA Regional BIM Standard and P100, additionally refer to STANDARDS and DESIGN CRITERIA

DOCUMENTS and 01 36 00 COBie.

2. Comply with Required BIM Workflows in the GSA Regional BIM Standard

a. Use the Native model for Spatial Data Management/Validation and include SDM data in the Native BIM and comply with P100 SDM requirements.

https://docs.google.com/spreadsheets/d/1qQa1ipGAWm1RRy6rGi9RadCT6zzzHhcx_DBhbwwXhjM/edit#gid=0 https://docs.google.com/spreadsheets/d/1QxKEkL97Jr5srzX3dJU8dpuKR9k0Fg__AHKux5GgLok/edit#gid=1905345915 https://leanconstruction.org https://www.gsa.gov/cdnstatic/P100%202022%20Addendum%20Final_.pdf https://www.gsa.gov/cdnstatic/P100%202022%20Addendum%20Final_.pdf https://docs.google.com/document/d/1HBFuh_Oc2N4HbNtdPWZ8_UYidGUnzhJQ7Y14Xabd1EQ/edit#heading=h.noijrqra2mn6 https://docs.google.com/document/d/1HBFuh_Oc2N4HbNtdPWZ8_UYidGUnzhJQ7Y14Xabd1EQ/edit#heading=h.noijrqra2mn6 https://docs.google.com/document/d/1hXqWl4lKFOuVRPKTWTKx1tj-QNCYKJlaX15zQ7Wx-5s/edit#heading=h.ktponm466sig

Project No.: Kahua 000000724 Design & Construction Division (5PC)

b. Provide and capture Operations and Maintenance Data in the Native BIM

c. Perform 3D Coordination during design and construction

3. Comply with the GSA CDX, providing required data in the Native BIM related to Spaces/Rooms, the facility, and maintainable assets

4. Comply with the GSA COBie Playbook, delivering a COBie spreadsheet and organized/structured operations and maintenance documents.

5. Construction Coordination efforts (such as Mechanical, Electrical, and Plumbing (MEP) coordination) must be conducted using BIM tools, such as Autodesk Navisworks in accordance with the GSA Regional BIM Standard.

Construction submittals (fabrication and installation documents) must be fully coordinated using 3D software before submission to GSA for review, and must be kept up-to-date with any “as-built” changes made after approval.

6. In the final deliverable, the CMc shall also submit an “area plan” compliant with Building Owners & Managers Institute (BOMI) standards as required by the GSA Spatial Data Management (SDM) team.

F. RISK MANAGEMENT

Risk management workshops assess risks and opportunities for the project. The CMc must participate in workshops with GSA, the A/E, the CMa, and other stakeholders to create, update, or modify the project’s Risk Register.

1. PROJECT DEFINITION RATING INDEX (PDRI) WORKSHOPS

The CMc must participate in risk sessions that will be conducted virtually. During these sessions, the parties will use the GSA’s Construction Industry Institute’s Project Definition Rating Index tool to assess risks and opportunities for the project. The first PDRI evaluation session typically occurs at the end of the Concept Development and Final Concept Phase (approximately 35% design). The second evaluation session will be held near the end of the Design Development (DD) Phase (approximately 95% DDs). The third and final PDRI typically occurs at the completion of the Construction Documents (CD) Phase (100% design).