TAB_10_CMcSOW_Pre_Const_Services_SLC_CTHS_Sample_0001_0002.pdf

SCOPE OF WORK

CMc Services - Limited Scope Renovation Project

IRS Service Center - Ogden Utah

This scope is divided up into three categories :

I PRE CONSTRUCTION SERVICES

II CONSTRUCTION SERVICES

III CONSTRUCTIN MANAGEMENT SERVICES DURING CONSTRUCTION

I Pre Construction Services

1.1. General CMc Responsibilities

The CMc assists the GSA, A-E, and the IRS during the design phase by reviewing and evaluating the construction documentation with an emphasis on accurate pricing and assisting the A-E in developing cost efficient details and specifications. It is anticipated that key sub contractors will be brought on by the CMc to assist in this effort. The CMc will work with the A-E, the GSA, and the IRS in a cooperative team effort to develop a quality design. The CMc’s principal tasks during the design phase are as follows:

1. Reviewing design components and details for constructability and cost effectiveness

2. Reviewing cost estimates for completeness and compliance with real market conditions

3. Preparing independent cost estimates of design submissions

4. Review and make recommendations on proposed construction phasing plans and swing space issues.

5. Participate in creating and updating a 3D Building Information Model (BIM) of the IRS Service

Center .

6. Reviewing and developing schedules and assisting partners in keeping schedules

7. Keeping records of project meetings, document transmissions, actions and decisions

8. Reporting on project progress

9. Working in a team environment to resolve problems

10. Participating in VE exercises

11. Performing administrative and other services as defined in this scope of work

1.2. Design Services

Michael Baker International is the architect of record and lead designer under contract to GSA.

1.3. Coordination

The GSA, A-E, CMc and the IRS and other persons employed by the Government for this project shall be engaged in a cooperative effort that is mutually beneficial.

1.4. Consultation

The CMc shall attend regular meetings with the GSA, A-E, and the IRS. The CMc shall consult with the

GSA, A-E, and IRS, regarding site access and use and improvements, and the selection of materials, building systems and equipment. The CMc shall provide recommendations on construction feasibility, minimizing tenant disruptions, actions designed to minimize adverse effects of labor or material shortages, time requirements for procurement, installation and construction completion; and factors related to construction cost including estimates of alternative designs or materials, preliminary budgets, and possible economies. The CMc shall provide recommendations for the use of fast tracking, early ordering of materials, and any other procedures that will maximize the available funds for the project.

1.5. Preliminary Evaluation

The CMc shall provide a preliminary evaluation of the current design drawings at the time of CMc award, this is anticipated to be Design Development drawings.

1.6. Preliminary Project Schedule

The CMc shall coordinate and integrate the schedule with the services and activities of the GSA, A-E, IRS, and other designated government representatives. As the design is completed, the schedule shall be updated to indicate proposed activity sequences and durations, milestone dates for receipt and approval of pertinent information, etc. If the schedule updates indicate that previously approved schedules may not be met, the CMc shall give immediate notice or make immediate and appropriate recommendations to the

GSA, A-E, and IRS. The CMc shall make recommendations to the GSA, the A/E, and IRS, concerning possible use of “fast tracking” or multiple construction document packages.

1.7. Partnering

At the commencement of this contract, the CMc shall attend a kick off session with the GSA, A-E, IRS, and other involved parties to foster a sense of harmony and cooperation among all persons participating in the project.

1.8. Design Review

The CMc will review all submittals with in-house staff and in some cases with sub contracted expertise, and will assist with the coordination of all design review comments from the GSA, IRS, the CMc, and any other government representative for the use of the A-E and other team members.

1.8.1. Submissions

The CMc is expected to participate in reviews appropriate to the level of design. The CMc will assist the

GSA with design reviews on the following A-E submissions:

100% Design Development Drawings, Specification & Estimates

50% Construction Drawings, Specification & Estimates

95% Construction Drawings, Specification & Estimates

100% Construction Drawings, Specifications & Estimates

1.8.2. Constructability Review

The CMc is primarily responsible for conducting the constructability review at the 100% Design

Development, 50% and 95% Contract Document stages. The primary elements of a constructability review are listed below:

1. Materials, processes, equipment, and labor are appropriate, available, non-proprietary, and comply with Buy American Act provisions.

2. Drawings are complete and coordinated among disciplines.

3. Defects, conflicts, ambiguities, or lack of clarity in documents are identified for correction.

4. Drawings are coordinated for the appropriate bid packages.

5. Existing conditions are shown correctly and adequately.

6. Construction duration and phasing of bid packages is reasonable.

7. Use of bid options and unit prices are logical.

8. All required construction work is included in the contract documents.

9. Selected building systems are compatible and viable.

10. Construction details are workable.

11. General condition items are properly addressed (if applicable).

1.8.3. Design Review Procedure

Shortly after award and prior to the first scheduled design review, the CMc will prepare and submit to the

COR for approval their in-house procedure for conducting all design reviews required under this contract including how the CMc’s review process coordinates with reviews by other project stakeholders. The procedure will include a list of in-house participants as well as other CMc sub contracted entities, the responsibilities of participants, a detailed schedule of review activities consistent with the turn-around periods required in the A-E contract, and the physical location of design reviews. The CMc will participate in all design reviews, and prepare design review reports consistent with the approved procedure.

1.8.4. Design Review Reports

For each specified design submission from the A-E, the CMc will assist the GSA in consolidating all design review comments into a single design review report including the CMc’s cost estimate review comments and the GSA’s owner and regulatory review comments, and tenant agency comments. The report will be submitted to the GSA Project Manager and transmitted to the A-E for action and to all project stakeholders for their records.

1.9. Cost Estimate Review

The A-E will prepare and update all required cost estimates for the cost of construction at the 100% Design

Development, at 50% Contract Document, 95% Contract Document, and at 100% Contract Document stage of design. The estimates will follow the formats and procedures prescribed in PBS P P120, Project

Estimating Requirements. The A-E is contractually obligated to design the project to within a specified cost limitation. At the same milestone submissions the CMc will be required to prepare an independent cost estimate based upon those milestone submission drawings and specifications, once the CMc’s cost estimate is complete the CMc will review, analyze, and assess the estimate submitted by the A-E, and participate in a cost estimate reconciliation exercise at each submittal. The CMc’s cost estimator should verify that:

1. Unit costs are reasonable

2. Quantity takeoffs are accurate

3. All design elements are included

4. Level of detail is appropriate to design stage

5. Formats are correct

6. Cost escalation factors are properly applied

7. Balance of costs among building systems are acceptable

8. Up-to-date scope modifications are reflected

9. Overall project costs are within the project cost limitation

The CMc will prepare a cost estimate reconciliation report for each A-E design submission. Once approved by the COR, the cost reconciliation report will be incorporated into the design review report.

1.10. Record Keeping

The CMc assists GSA in maintaining file copies of all design submissions and review comments throughout the design phase. Such records will be organized and maintained so they are easily accessible to all project stakeholders. At the completion of design, such files will be turned over to the GSA for record purposes. The file documents at a minimum shall consist of:

1. A-E's formal design submissions

2. Corresponding design review reports

3. Minutes from design review meetings

4. Formal Value Engineering reports

5. A-E contract modifications

6. Documentation of significant clarifications and decisions

7. CMc’s monthly status reports

1.11. Progress Reports

Throughout the Pre-construction phase of the project the CMc shall prepare and submit a status report to the GSA Project Manager at least biweekly. The report shall be submitted in 8 1/2 x 11 format containing the following information:

1. Summary of design submissions and reviews, including the following: Summary by discipline

/ building system the designs required according to criteria addressing the adequacy / inadequacy of each design item and identifying the design corrections necessary to meet criteria.

2. Summary of issues resolved, decisions reached, clarifications, instructions, etc.

3. Summary of outstanding problems/issues

4. Minutes from meetings during the month

5. Cost control report

6. Schedule summary

1.12. Problem Resolution

The CMc will assist the Government in problem resolution during the design phase. The CMc will identify problems that it observes and will make suggestions on how to resolve these with respect to constructability, cost estimates, and other administrative or technical matters, and will notify the GSA in writing of those problems and suggestions, who in turn will advise the IRS and the A-E of the CMc’s observations. Routine design problems and issues that can usually be resolved directly between the A-E and the CMc should still be documented and passed through the GSA. The CMc should not take any action, however, that impinges on the A-E's professional and contractual responsibility for the design of the project. The CMc will advise the GSA Project Manager immediately of any problem which the CMc considers beyond its ability to resolve, particularly problems which have the potential for jeopardizing the project goals relating to schedule, cost, quality or scope.

1.13. Marketing

The CMc will canvas the market to evaluate subcontractor interest and prepare a source list of potential bidders or offerors. At the request of the CO, the CMc will suggest strategies for expanding competition by stimulating more bidder interest, this could include but not be limited to breaking up sub contracting packages into smaller portions.

1.14. Other Services

The services described in this section, Pre-Construction Phase Services, is not a complete list of the services the CMc will perform. Throughout the design phase the CMc will perform or assist the

Government in performing other various tasks. Examples of other tasks required are: scheduling, phasing, swing space issues, and conducting Value Engineering reviews.

2. Quality Control Plan

2.1. General

Based upon performance, installation and start-up requirements referenced in the project specifications that are developed throughout the design process, technical requirements, code/industry standards, manufacturer's recommendations, and the Contractor's proposal, the Contractor shall prepare and maintain a Quality Control

Plan (QCP) to address all quantitative performance/specification requirements, installed conditions and operating characteristics. The QCP is intended to document those inspections/tests necessary to assure the

Government that product delivery, quality and performance are as required. It also serves as an inspection coordination tool for the A-E, the GSA, the CMc, and the IRS. Close collaboration with the GSA’s

Commissioning Agent, (TBD) will be necessary in developing this plan.

2.2. Content

For each performance requirement, the QCP shall identify item/system to be tested, exact test(s) to be performed, measured parameters, inspection/testing organization, and the stage of construction development when tests are to be performed. Organize the QCP into volumes, corresponding to Inspections and Tests, paragraph 6, of this Part. Each inspection/test shall be coded and referenced on timeline charts to identify when tests should be performed. The Contractor is not relieved from required performance tests should these not be included in the plan. The QCP content/level of development is represented by Exhibit C.

2.3. Divisions

The Contractor shall organize inspection/testing descriptions in accordance with Construction Specifications

Institute (CSI) divisional headings, UNIFORMAT system headings, chronological/sequence or combinations thereof to delineate all facets of design and construction.

2.4. Component Subdivisions

For each divisional heading, the Contractor shall identify all subsystems, equipment items, and/or components which influence operation, function, quality or demonstrate attainment of performance requirements.

2.5. Test Parameters

Identify each test parameter and represent each operating condition and all control modes of operation. For operating equipment, tests shall typically include the following for each mode of operation; capacity, flow rates, inlet/outlet conditions (temperature/pressure), power consumption, efficiency, verification of sequence start-up/shutdown, alarm conditions, utility sub metering, noise generation, and observed deficiencies or improper operation. Lighting tests shall identify foot-candle readings, verification of automatic control and working condition of electrical sub metering. Power systems shall typically involve measuring voltage/spikes, current draw, ground resistance and working condition of electrical sub metering. For static architectural/structural systems, tests shall typically include verification of location, item counts, material tests, finish grades, clearance/accessibility, etc.

2.6. Test Report

For each inspection/adjustment/test parameter, identify the inspection/test procedures, required preparation, adjustments contemplated, test result comparison to that designed, time of occurrence, mode of operation, and the firm(s) to perform/witness the work.

2.7. Format

The QCP shall be bound in loose-leaf notebooks (for 8 1/2 x 11 inch paper) to allow insertion of changes and new inspection materials. All text shall be typed. Tabs shall be provided at the component level.

2.8. Submissions

The QCP shall be developed during the Contract Document development and submitted to the GSA Project

Manager at the time of the milestone submittals. The QCP will be reviewed and commented on by the GSA, A-E, Commissioning Agent, and the IRS.

2.9. Updating

During construction, the CMc must update the plan at least two weeks prior to performing referenced tests, notifying the Government's Contracting Officer's Representative (COR) and other government representatives of schedule and procedural changes.

EXHIBIT C

INSTRUCTIONS FOR PREPARING QUALITY CONTROL PLAN

(Note, only those items included in the construction SOW apply)

A. Divisions. Unless otherwise accepted by the Government, organize major subject headings according to building systems and/or features. Including:

Foundations HVAC Power Substructure Plumbing Emergency Power

Superstructure Fire Suppression Lighting

Envelope Utilities/Site Work Fire Alarm Systems Roofing Material Handling Systems Security Systems

Interior Finishes Elevators Telecommunications

Landscaping Special Equipment/Systems Building Automation Systems

B. Component Subdivisions. For each major heading, identify components/features to be tested. Consider as an example, "Plumbing":

Hot Water Boiler Circulation Pumps Heat Exchanger Drinking Water Chiller Sewage Ejectors Solar System

Kitchen Water Boiler Toilet Fixtures Service Sinks

Kitchen Equipment Distribution Piping Meters

C. Test Parameters. For each component to be inspected/adjusted/tested, identify the performance test to be conducted. Identify who is going to do the inspection/adjustment/test. Consider as an example, "Circulation Pumps":

Inlet Pressure Current Draw Use of Isolators

Outlet Pressure Observed Vibration Leakage

Flow Rate Start-Up/Safety Interrupts Spare Parts

D. Test Report. For each inspection/adjustment/test parameter, identify the methodology, test equipment, required preparation, adjustments contemplated, test result comparison to that of design, the approximate time of occurrence, and who will do the work. Consider use of tabular or bullet references. As an example, consider the circulation pump parameter "Inlet Pressure":

Test Method: Pressure Gage Reading

Test Equipment: Permanent In-line Gage Preparation: Calibrate Gage/Clean Circ. System

Adjustment: Adjust In-line Control Valve

Design Pressure: _____ Pounds Per Square Inch (Gage) Actual Pressure: _____ Pounds Per Square Inch (Gage)

Test Occurrence: Final Inspection

Performed by: _____________________

3. Cost or Pricing Data

3.1. Content

The CMc shall submit cost or pricing data for three items, 1. Pre Construction Services, 2. Construction

Phase Services including Construction Management Services During Construction, 3. Construction Fee

Percentage (percentage fee CMc will add to all change order work) This data should explain the basis of the proposals including the following:

1. For the first two items, provide backup documentation showing how price is estimated including a staffing plan and cost data that directly supports this plan. For construction management services, provide detailed cost breakdowns by labor category, including estimated hours and hourly rate.

2. For Construction Fee Percentage, provide the overhead and profit rates used, and supporting documentation for each. List all other direct or indirect costs such as travel, per diem, etc. Do not combine costs for the pre-construction phase services and construction phase services. Provide a price breakdown for each of the following CMc items:

A. Review of Design Submissions (pre-construction phase services only)

B. Record Keeping (both pre construction and construction phases)

C. Progress Reporting (both pre construction and construction phases)

D. Schedule coordination and Control (both pre construction and construction phases)

E. Coordination of construction Meetings (construction phase services only)

F. Monitoring of submittals (construction phase services only)

G. Administration of Modifications (construction phase service only)

3. For construction of the project, the proposal must be broken down by CSI categories.

Include support for labor burden (FICA, SUTA, FUTA, worker’s compensation insurance, unemployment insurance, etc. Provide labor hours and cost per hour for the construction superintendent, project manager and any additional field office staff. Provide the overhead and profit rates used, and supporting documentation for each.

4. A list of the Design documents, which were used in preparation of the proposal.

5. A list of allowances, and contingencies and a statement of their basis.

6. A list of clarifications, qualifications, and assumptions made to supplement the information in the Design documents.

7. The date of Substantial Completion upon which the proposal is based.

4.2. Competitive Bid of Subcontracted Work

For all subcontracted work, the CMc shall obtain competitive pricing from a minimum of three (3) independent sources. The results of competitive pricing shall be made available to the GSA, the A-E, and the IRS. The results of competitive pricing shall be made available to the project team. If best value/source selection procedures are utilized, the project team reserves the right to participate in the selection of sub-contractors. For items or work where three sources are not available due to circumstances such as uniqueness of the item, limited sources, regional shortages, the CMc shall substantiate this situation to the satisfaction of the project team. The CMc shall make recommendations for change or substitution of these items to promote the maximum competition available. Self-performed work is permitted if competitively priced, demonstrated to be in the Government’s best interest and approved by the CO. It is anticipated that during the pre construction phase that sub contracts for pre construction services will be put in place by the CMc for the following major areas: Mechanical and Electrical.

4.2.1 “Open Book” Access

At any time prior to converting the Contract to a firm-fixed-price contract, the Government and/or its representatives shall have the right, but not the obligation, to attend any and all project meetings. In addition, the Government and/or its designated auditors and/or accountants shall have access to any and all records maintained by the Contractor relating to the project. The Contractor must include this requirement for “Open Book” access in its subcontracts.

End of Pre Construction Services

II Construction Services

1.1 General

The construction scope for this initial GMP determination will be based upon the attached, annotated, Implimentation Section (section 5, containing all anticipated work items) of the July, 2016 GSBS

Feasibility Study. Note that all “Priority” items marked 1 or 2 in this Implimentation section, are in the the scope and all items marked “Priority” 3 are out, unless otherwise noted . The final, firm fixed price option for construction will be based on 100% construction documents, drawings and specification, at the time those are completed.

The description of these work item improvements at the IRS Service within the GSBS Feasibility Study represent what GSA understands to be about $40 million of construction cost. These descriptions will lack detail, and the GSA is prepared to answer questions during the proposal preparation phase. The GSA and

IRS has some flexibility in reducing or increasing the construction scope, the intent is to maximize the amount of repairs and modernizations that can be performed within the available funding. The GMP provided in the CMc’s proposals will assist the GSA, The Design Team, and the IRS in refining this scope of work.

The GMP shall include costs for all construction management services during construction services as described in the section III Construction Management Services During Construction.

III Construction Management Services During Construction

1. SCOPE OF WORK – GENERAL REQUIREMENTS

A. Contract Parties and Contract Work

The parties to this contract are the Contractor, hereinafter referred to as the Construction Manager as constructor (CMc), and the United States Government. For purposes of this Statement of

Work, the office representing the Government is the General Services Administration (GSA), Rocky Mountain Region, Public Buildings Service, hereinafter referred to as the GSA.

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

The CMc is responsible to ensure that the GSA interests as the owner are well served. In this regard, the CMc shall assist the GSA in ensuring that the GSA requirements with regard to scope, schedule, budget, quality and other aspects of the project are met. The CMc shall serve as a facilitator and coordinator of the activities of all parties to ensure that the project execution proceeds according to plan. The CMc shall participate in the commissioning process, and coordinate with the GSA and the Commissioning Agent to identify appropriate commissioning program goals and to develop supporting inspection and testing practices to meet the objectives of the project commissioning plan. The CMc shall perform Construction Delivery Phase, Closeout

Stage and Tenant Occupancy Stage services to ensure that the design intent is refined and clarified as necessary in the construction documents, realized in the completed facility, and conveyed successfully into facility management, operation and maintenance. The specific activities, tasks, and deliverables required of the CMc are further delineated in this Statement of Work.

2. B. Professional Ethics and Standards of Practice

In the conduct of all activities required for or otherwise related to the performance of the contract work, the CMc shall conform to and uphold all established ethical principles and professional standards of practice governing the CMc segment of the construction industry, including the

Construction Management Association of America (CMAA) Code of Professional Ethics.

3. C. Project Delivery Team Roles and Responsibilities

In the performance of the requirements of this contract, the CMc shall work in concert with other parties on the Project Delivery Team. The Project Delivery Team will include other contractors, the GSA personnel, IRS representatives, and other stakeholders.

The GSA may engage other parties to perform specialized duties and requirements as appropriate for the project.

D. CMc – Construction Management During Constrution Team

There will not be a CMa on the project. The CMc shall utilize the personnel named in its offer to perform the services required under this contract. The expectation of GSA is that the selected

CMc team will have an entirely different set of construction management QAQC personnel on site during construction , separate from the actual construction team. Throughout this document the

“construction CMc team is referenced by the term “CMc Contractor” and the construction management team responsible for the QAQC work is referred to as the “CMc”. In the event that any of the personnel named in the accepted CMc proposal (incorporated into this contract by reference) become unavailable, the CMc shall 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.

During the performance of the services required under this contract, the CMc shall obtain the GSA written consent before making any substitution for subcontractors and outside associates or consultants specifically identified and agreed to during negotiations.

E. Performance Objectives

1. Construction Excellence and Peer Review

GSA’s construction excellence program provides guidance concerning ensuring quality, maintaining scope and budget, and meeting schedule deadlines during construction. A series of meetings, usually at the 15%, 65%, and 85% stages of the construction effort, are facilitated by a GSA Central Office representative to give the benefit of their experience in making observations about the project.

A typical meeting entails a tour of the project, followed by interviews with the A-E, CMc, GC, and GSA, in order to hear the questions raised and the opinions expressed by the peers. GSA’s Central Office representative will facilitate each meeting, and at the completion of the day, will express verbally and later in writing, opinions of all present as well as a recommendation for resolution of any issues.

The CMc shall participate in these meetings.

4. F. Cost Management

1. Cost Estimating

The estimated cost of the work (ECW) as provided in the successful CMc contract offeror proposal, including any modifications thereto as a result of final CMc contract negotiation, shall serve as the baseline construction budget for the project at the time of award of the CMc contract.

2. GSA Pricing Policy

The CMc shall assist GSA in the defining and the management of the tenant improvements (TI) and security components of the construction cost. The TI and security components of the construction cost shall comprise separate cost estimates for each tenant, (that is, for each tenant billing record).

The CMc reconciliation of any significant differences in the baseline construction budget breakdown shall address and resolve any significant differences in the TI and security costs itemized by tenants.

At the time of final settlement of the CMc contract (or at an earlier time specified by

GSA), the CMc shall assist GSA in establishing a final breakdown of the total CMc contract amount into a core and shell component and TI and security components for each tenant (that is, for each tenant billing record).

5. G. Project Management Responsibilities

1. Communications Plan

The CMc, in consultation with the stakeholders of the project, shall assist the GSA in developing and complying with a project communications plan. This plan will be used and maintained throughout the project and modified as necessary to suit each project phase.

The contractual responsibility of the CMc is to the GSA only and not to tenant agencies, other contractors, or local community interests where the project is located. The CMc shall direct all questions and requests from tenant agencies and local community interests, and inquiries from potential offerors, to the GSA. Prior to meeting or communicating with any parties other than the GSA regional personnel regarding the project, the CMc shall confirm all such meetings and/or communications with the GSA.

The CMc shall not release any oral, written or graphic information regarding this project to outside sources without obtaining prior consent from the GSA. All requests for information concerning the project must be referred to the GSA for response.

All presentations to non-GSA entities must first be approved by the GSA.

2. Project Progress Meetings/Presentations

During the Construction Delivery Phase, the CMc Contractor will conduct and attend weekly progress meeting(s) and weekly subcontractor meeting(s). The CMc shall also attend construction oversight meetings with representatives from the GSA and the Project

Delivery Team on a monthly basis. The CMc shall conduct site tours for the GSA and other officials as required.

3. Meeting Agendas, Attendance, Minutes and Correspondence

The CMc shall prepare and distribute an agenda for each CMc hosted project meeting, in advance of the meeting date.

CMc representation at all meetings shall include those individuals having knowledge of the agenda topics and authority to make decisions and commit resources.

The CMc shall provide minutes of all CMc hosted project meetings and presentations to all attendees identifying new and unresolved old action items and associated responsible parties. Minutes shall be provided within seven calendar days after each meeting.

The CMc shall reply to correspondence from the GSA, outside agencies, and the GSA contractors within 7 calendar days.

4. Electronic Project Management System

All communications among the major parties involved in the execution of the project are to be captured and recorded in the ePM system. User licenses and training will be provided for all Government and contracted members of the Project Delivery Team who will require access to the ePM system.

The CMc shall use the ePM system for all necessary communications with other major parties involved in the project. Electronic storage and transmission of information via the ePM system shall be compliant with the provisions of the Document Security section of these General Requirements.

6. H. Electronic/Print Media

1. Computer Aided Design (CAD) Standards

The CMc must have the capability to receive, review and edit CAD file drawing materials. Any drawing materials provided by the CMc also must conform to the GSA

PBS CAD standards. Go to http://www.gsa.gov/cifm for requirements.

2. Other Electronic Documents

In addition to any hardcopy submission requirements, all design submissions must also be submitted in an electronic format. All electronic media must be in a form readable by standard office automation applications.

At a minimum, all submitted drawings, specifications, reports, etc. must be submitted in

PDF format in addition to the requirements stated elsewhere in this document.

I. CMc Personnel Security Requirements

Refer to GSA’s HSPD-12 Personal Identity Verification and Credentialing Standard

Operation Procedure (SOP) at http://insite.gsa.gov/graphics/staffoffices/personalidentity.pdf for further guidance.

For each CMc employee (including subcontractor employees) required to undergo a background investigation, the CMc shall provide the documentation per the guidance in

GSA/PBS-Region 8, Contract Clearance and Escort Guide, January, 2009,or current revised version.

The required forms may be downloaded from GSA’s Web site at: www.gsa.gov/forms. The

CMc shall incorporate provisions in all applicable subcontracts as necessary to ensure compliance with all requirements provided in this Contractor Personnel Security

Requirements section.

7. J. Document Security

Sensitive but unclassified (SBU) building information will be generated and/or must be disseminated to and stored by various parties in the course of executing this project. SBU http://www.gsa.gov/forms building information is information that, if misused, poses a potential security risk to a building, its occupants and visitors, and/or its contents. The CMc shall comply with the requirements regarding handling, disseminating, and storing SBU building information as described in GSA Order PBS 3490.1.A

2. K. Record Keeping

The CMc is responsible for preparing correspondence and other documentation and maintaining accurate and detailed records of the project's progress. The CMc is responsible to maintain records so as to facilitate document storage and retrieval. Refer to the Scope of

Services section below for detailed requirements for project documentation.

3. L. Construction Submittal and RFI Processing

On behalf of the GSA, the CMc Contractor is responsible to manage and document the processing of the CMc submittals and requests for information (RFI’s). Refer to the Scope of

Services section below for detailed requirements for submittal and RFI processing.

4. SCOPE OF SERVICES – TASKS

The CMc shall perform all services described in this Scope of Services (including services required under exercised options, if any), in accordance with applicable requirements and provisions set forth in the General Requirements above.

B. Construction Delivery Phase

1. Construction Start Coordination

Pre-Construction Conference - Facilitate and conduct the pre-construction conference. In coordination with the GSA, schedule the meeting, prepare and distribute the agenda, and record and distribute meeting minutes.

2. Partnering

Schedule, facilitate, and conduct a partnering session with all stakeholders. Coordinate the participation of principal Project Delivery Team members in the partnering session.

Provide an experienced partnering consultant, to be approved by the GSA, to facilitate the partnering session.

Schedule and conduct one (1) follow-up partnering session with all stakeholders.

C. Construction Administration

1. GSA Construction Site Office

The CMc shall maintain the GSA construction site office in an orderly condition and provide, install and maintain office equipment and services as deemed necessary to operate efficiently; such as:

Voice and data communications service(s), including payment of all installation and monthly charges:

Copier

Printer

Computer

Network Connectivity

Projector for presentation purposes

Digital Camera

Office Supplies

At project completion, the CMc provided equipment will remain CMc property.

2. Schedule of Values

Review the CMc Contractor schedule of values and make recommendation for approval or disapproval.

3. Construction Delivery Phase Recordkeeping

Maintain at the job site, on a current basis, contract records including copies of all correspondence, submittals, progress reports, and related documentation throughout the duration of construction. The records shall be organized and maintained so they are easily accessible. Such files will be turned over to the GSA for record purposes prior to close out of the CMc contract. Examples of files to be maintained are:

Correspondence

Annotated submittals

Formal and pending contract modifications with documentation

VE change proposals

Claims and supporting documentation

Minutes from progress meetings

Approved payment vouchers

Documentation of significant clarifications and decisions

Inspection and progress reports

Monthly status reports

Safety plans and incident reports

All such record-keeping information (including pending contract modifications, with documentation) shall be either generated within the ePM system or uploaded into the ePM system promptly (within one week) after it is created.

4. Construction Progress Reporting

Keep accurate and detailed written records of project progress during all phases of construction and prepare progress reports in the format and frequency required by the

GSA. Maintain a detailed daily diary of all events, which occur at the job site or elsewhere, which affect or may be expected to affect project progress. The GSA will provide or approve formats for periodic status reports, including daily diaries, logs, photo documentation requirements, weekly reports, monthly status reports, etc. All reports must be available to the GSA at all times and are to be turned over to the GSA upon completion of this contract.

Prepare and submit weekly reports to the GSA on the status of construction, including updated copies of all logs maintained at the site for change orders, claims, submittals, etc.

Submit monthly reports on or before the 5th working day of each month including the following information:

Analysis of the master project schedule

Percentage of construction in place, planned and actual

Summary budget status

Inspection report, list of deficiencies and omissions

Summary of outstanding problems/issues

Summary of issues resolved, decisions reached, clarifications, instructions, etc.

Summary report on submittals

Progress photos

Minutes from meetings during the month

Jobsite safety evaluation, including an incident report summary

5. Construction Safety Program

Review the CMc Contractor safety and health plans and programs to ensure conformance with applicable regulatory requirements and CMc contract provisions.

Participate in an initial safety meeting with the Project Delivery Team.

Attend CMc Contractor periodic safety meetings.

Verify that site safety and health is managed in accordance with the applicable regulatory requirements and CMc contract provisions.

Immediately advise the GSA of:

any observed instance of CMc Contractor (including CMc subcontractors) non-compliance with the employee OSH program any safety hazards observed any instances of CMc Contractor non-compliance with applicable regulatory requirements and CMc contract provisions any construction-related fatalities any construction-related incidents resulting in emergency hospitalization of one or more persons any site inspection or request for a site inspection by any federal, state or local safety, health or environmental authority

Verify that the CMc Contractor completes and provides a copy of all required OSHA

Forms 301 (or similar), Injury and Illness Incident Reports, to the GSA.

Document the proceedings of any safety and health related meetings with federal, state or local authorities, and provide a copy to the GSA.

Cooperate with officials of other agencies (federal, state, local) who are vested with authority to enforce requirements of the OSH Act.

6. Project Progress Meetings

The CMc shall participate with the GSA in CMc Contractor progress meetings.

7. Construction Schedules

The CMc Contractor will provide and maintain construction schedules in accordance with the requirements provided in Division 1 of the construction specification.

The CMc shall review the CMc Contractor schedules for completeness and appropriateness and recommend approval, rejection, or revisions to the GSA.

The CMc shall integrate the approved CMc Contractor schedules within the master project schedule, incorporating activities of the GSA, the CxA, other contractors, and other involved parties.

The CMc shall continuously monitor actual progress against the master project schedule, identify any delays or potential delays and immediately notify the GSA of such delays or potential delays.

8. Submittal Processing

Formalize and secure the GSA approval of procedures for using the ePM system to support the processing of CMc Contractor submittals, including guidelines for timely and necessary action by all involved parties. Ensure that all involved parties understand and agree to their respective roles, responsibilities, and timeliness requirements.

Use the ePM system to maintain a log of all CMc Contractor submittals and to manage the process of submittal review and approval. Check each submittal for adequacy and completeness, and refer incomplete or inadequate submittals back to the CMc Contractor for further correction and resubmittal. Forward adequate and complete submittals to the

CxA (when appropriate), and the GSA for response. Follow up with the CxA and the

GSA to ensure timely responses.

Submittal materials that are in electronic media form are to be uploaded to and transmitted among the involved parties via the ePM system. Submittals involving materials that are not in electronic media form are to be recorded and tracked in the ePM system, with the materials transmitted by other expedited means. Scan and upload copies of approved paper-based materials to the ePM system whenever possible.

If any submittals are processed by any means other than use of the ePM system, ensure that such submittals are recorded and tracked in the ePM system, such that the ePM system will contain a complete record of all submittals processed.

Organize and store approved submittal samples and oversize shop drawings for reference during construction and for turn-over to the GSA at close-out.

Ensure that the CMc Contractor makes all submittals required in accordance with the submittal schedule and that all submittals are timely, complete and correct before they are forwarded for review.

Expedite the processing of submittals to minimize approval times.

Coordinate resolution of all rejected submittals, including RFI’s required from the CMc

Contractor for submittals proposing deviations from contract requirements.

9. Inspections and Testing by Others

Throughout the Construction Delivery Phase the CMc shall assist the GSA in coordinating and monitoring the inspections performed by the CMc Contractor, their subcontractors, and the CxA.

Verify that the construction work is done in conformance with the contract documents and approved submittals. Promptly report to the CMc Contractor, in writing, observed variances from the contract requirements with a copy to the GSA, and advise the GSA if the CMc Contractor fails to promptly remove, correct, or replace unacceptable construction work. Assess any resulting delays caused by the CMc Contractor.

Perform CMc Contractor required testing and assure that test results are submitted to the

GSA. Review construction contract requirements to identify all tests that are required to be performed and verify the testing schedule for completeness. CMc responsibilities include:

Performing tests or contracting for testing

Verifying that tests are conducted as scheduled

Witnessing major tests

Checking test results

Retaining test records

Summarizing significant test results in progress reports

Notifying the GSA of test failures and planning corrective actions

Overseeing corrective actions and performing retesting

Coordinating independent testing and inspection of commissioned building systems and equipment with the CxA

If any are required, assure that coordination with local municipal officials for inspections occurs where defined, such as fire systems.

10. Clarifications/Requests for Information/Change Orders

Formalize and secure the GSA approval of procedures for using the ePM system to process CMc Contractor requests for information (RFI’s), including guidelines for timely and necessary action by all involved parties. Ensure that all involved parties understand and agree to their respective roles, responsibilities, and timeliness requirements.

Use the ePM system to maintain a log of all CMc Contractor RFI’s, and to manage the process of resolving RFI’s and documenting resolution. Review each RFI for validity and adequate specificity, and refer questionable RFI’s back to the CMc Contractor for further consideration. Forward valid and specific RFI’s to the CxA (when appropriate) and the GSA for response. With each RFI forwarded, include a recommendation as to whether revised or additional contract documentation is required. Follow up with the

CxA and the GSA to ensure timely responses.

Confirm that all parties agree with the contract interpretation provided in each RFI response, including the GSA determination of whether the response constitutes a clarification with no cost or schedule impact, or requires an adjustment of the ECW and/or the performance time in the CMc Contractor contract.

If issues requiring clarification of CMc Contractor contract requirements arise and are resolved by any means other than use of the ePM system, ensure that such issues and their resolution are recorded in the ePM system, such that the ePM system will contain a complete record of all RFI’s and their resolution.

Formalize and secure the GSA approval of procedures for processing contract modifications, including guidelines for timely and necessary action by all involved parties. Ensure that all involved parties understand and agree to their respective roles, responsibilities, and timeliness requirements.

Prepare the GSA Form 2437, Findings of Fact for Contract Modification, including rationale, cost estimates, and revised documentation, as necessary to resolve RFI’s or support contract modification.

11. CMc Contractor As-Built Drawings and Specifications

The CMc Contractor will update CAD drawings (as-built drawings) and electronic specifications (as-built specifications), at least monthly, to document changes that occur during construction.

The CMc shall verify on a monthly basis that the CMc Contractor is maintaining a complete, accurate, and up-to-date set of CAD as-built drawings and electronic specifications.

12. CMc Contractor Payment Requests

The CMc Contractor will update the construction schedules monthly prior to each payment request and provide an advance copy of the construction progress report to the

CMc. The CMc Contractor will also provide documentation evidencing the cost of work performed to be included in the payment request. Allowability of costs for CMc

Contractor self-performed work shall be in accordance with FAR 31.105 and 31.2.

Before each CMc Contractor progress payment request is submitted, meet with the CMc

Contractor and the GSA to review the CMc Contractor advance copy of the construction progress report. Review the CMc Contractor documentation evidencing the cost of work performed to determine sufficiency of documentation and allowability of costs. Ensure that the CMc Contractor and the GSA are in agreement as to the progress of the construction work and the value of the work completed.

For each CMc Contractor progress payment request, make written recommendation to the

GSA on approval of progress payment amount(s).

13. Management of Construction Contingency

The CMc shall keep a running account of the funds designated as the construction contingency. The CMc shall review the status of the construction contingency allowance account with the GSA at least monthly.

C. Construction Excellence Peer Reviews

Participate in up to three construction excellence peer reviews. The peer reviews are typically conducted at 15%, 65%, and 85% of construction completion.

D. Construction Delivery Phase Commissioning

During the Construction Delivery Phase, the CMc Contractor will coordinate its testing, inspection and quality assurance activities with the CxA independent testing, inspection and verification. Elements of the CMc Contractor quality control plan for all systems, assemblies and equipment may overlap elements of the commissioning requirements which will be independently verified by the CxA. The CMc shall perform Construction Delivery Phase commissioning support services as described below.

1. Construction Delivery Phase Commissioning Plan Updates

The CxA will update and refine the commissioning plan, defining all Construction

Delivery Phase commissioning roles and responsibilities specific to testing and inspection of commissioned systems and building features and performance of special testing.

The CxA will maintain and update the commissioning plan, including revisions required to keep the commissioning plan current throughout the Construction Delivery Phase, and will submit monthly updates of the commissioning plan throughout the Construction

Delivery Phase.

The CMc shall review and comment on the CxA Construction Delivery Phase commissioning plan updates.

2. Commissioning Schedule

Review and comment on the CxA commissioning schedule, coordinating the commissioning work with the Project Delivery Team to ensure that commissioning activities are being incorporated. Ensure that the CMc Contractor integrates the commissioning activities into the construction schedule.

3. Construction Delivery Phase Commissioning Coordination

Participate in regular commissioning coordination meetings with the Project Delivery

Team.

4. Systems Coordination Plans

Review and comment on the CMc Contractor systems coordination plans.

5. Commissioning Testing and Inspection Procedures

Assist the CxA in…