SOW DB Butte Probation rev 11-25-19.pdf

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DESIGN- BUILD STATEMENT OF WORK

U.S. GENERAL SERVICES ADMINISTRATION, ROCKY MOUNTAIN REGION 8

Date: November 19, 2019 Revision:

Section 1: Project Title Probation Office Build Out

Section 2: Project Location, Building Name, & Building Number Mike Mansfield Federal Building and Courthouse 400 N Main Street Butte, MT 59701-8866 Building Number: MT0004ZZ

Section 3: Contact List

Contracting Officer (CO) Name: Dylan White Email: Dylan.white@gsa.gov Phone: 303.236.1084

Property Manager Name: Dan Hill Email: dan.hill@gsa.gov Phone: 406-431.3388

Development Project Manager Name: Tamsin ‘Liz’ Biondi Email: Tamsin.biondi@gsa.gov Phone: 303.656.8684

Delivery Project Manager Name: Martin Findeisen Email: Marty.findeisen@gsa.gov Phone: 720-576-6970

DESIGN- BUILD PROGRAM

Section 4: Design-Build Requirements

1) The Contractor will be responsible for all aspects of design and construction to complete the project objectives. All required Architect and Engineering (A/E) services are to be provided in house by a licensed A/E or subcontracted out by the Contractor to a licensed A/E.

2) The Contractor shall provide design services, including field surveys of as-built conditions, coordination with GSA and the tenant agency, and preparation of the bidding documents and construction administration necessary to perform the work as described herein.

3) Based on design approval, the contract will then move into construction/implementation of the design as outlined in the design documents and the below construction segment of this document. Upon receiving written approval from GSA the contractor may begin construction prior to design completion.

4) The Mike Mansfield Federal Building and U.S. Courthouse (FB-CT) is listed in the National Register of Historic Places.

Contractors and A/E teams are to demonstrate similar scopes of work with historic structures listed in the National Register using methodologies required by the Secretary of the Interior’s Standards for Rehabilitation.

5) The Design-Build team must follow the National Park Service Secretary of the Interior’s Professional Qualification Standards. https://www.nps.gov/history/local-law/arch_stnds_9.htm including the following qualifications included in the Design-Build team:

a) A professional degree in architecture or State license to practice architecture.

b) At least one year of graduate study in architectural preservation, architectural history or closely related field; or

c) At least one year of full-time professional experience on historic preservation projects.

6) All work must be approved in coordination with GSA’s Historic Preservation Specialist, the Montana State Historic Preservation Officer and other consulting parties.

mailto:dan.hill@gsa.gov mailto:Marty.findeisen@gsa.gov https://www.nps.gov/history/local-law/arch_stnds_9.htm

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DESIGN PHASE

Section 5: Project Background & Project Description The U.S. Probation Office (U.S.P.O) has requested the GSA to assist with the build out of approximately 1,500 square feet of office space located on the second floor in the United States Courthouse (Mansfield FB-CT), Butte, Montana. A list of requirements and a design intent drawing (DID) is attached to this scope. The project will require some demolition of the existing space in addition to the elements required to implement the design.

Section 6: Project Objectives This project will be comprised of full design and construction services needed to implement the design; including but not limited to: metal stud wall construction, gypsum wall board, paint, carpet, casework, plastic laminate counters, interior window glazing, ceiling systems, lighting, mechanical system alteration/expansion and fire sprinkler and fire alarm systems alteration/ expansion.

Design services required to accomplish the project:

1) Architectural & Interior Design within a historic building

2) Structural

3) Mechanical

4) Fire Protection Engineering—Stamped (by fire protection engineer) design drawings are required

• Provide a Registered Fire Protection Engineer as a full participant on the design team including through construction to final certificate of occupancy as required by P-100, Chapter 7

• Provide a full life safety code analysis of the design by a registered fire protection engineer

5) Electrical

6) Industrial Hygienist-IH perform an environmental Pre Alteration Survey.

Section 7: Proposal Pricing & Site Walk

1) Pre-proposal Site Visit Meeting: See solicitation for date and time.

a. The site visit shall consist of a meeting to review the design requirements followed by a walk-thru of the project site. The meeting shall be attended by the A/E and GSA project personnel, and appropriate sub-contractors.

b. The A/E shall perform any site reviews necessary to ensure the design documents correctly reflect the existing conditions of the project area to include any field verification.

c. Review the solicitation/evaluation requirements.

2) Cost Proposal Requirements:

a. Design Pricing- When submitting a proposal, provide a cost breakdown for each task based on estimated unit hours to perform each task.

b. Construction Pricing- When submitting a proposal, provide a cost breakdown for each task into the following categories: Materials, equipment, labor hours, Three (3) subcontractor's quotes, overhead, profit, and bond broken down into shell, tenant improvement (TI) (by tenant), Building- Specific Amortized Capital (BSAC), and environmental (as applicable). Follow P100 guidelines for tier level 1 based on project triage tool. Pricing shall be broken down by Construction Specification Institute (CSI) divisions (see section 18 contractor bid sheet).

c. Base Bid- Design & Construction

Section 8: Period of Performance & Project Schedule Once award has been issued, the contractor has 213 calendar days to complete the design. This schedule duration is inclusive of SHPO reviews and the duration may be shorted if SHPO completes their review in a shorter duration, At design completion, the contractor will have 120 calendar days to complete construction. The contractor must also promptly begin the badging process at the time of award. Please allow a minimum of 30 days to complete the badging process.

Extensions will be granted for unforeseen conditions and other factors outside of the contractor’s control at the Contracting

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Officer’s discretion. Contractor to provide overall project design and construction schedule that does not exceed the period of performance.

Section 9: Universal Scope Requirements

• ALL of the requirements in this section are MANDATORY for ALL GSA projects

• See the attached Universal Scope Requirements document for the full details outlining each item

• Failure to comply with any and all of the requirements will result in the project not being accepted as complete

REQUIREMENTS for ALL Projects (Construction, Design & Design/Build)

a) Safety and Health Program

b) Asbestos Containing Materials. To comply with federal and state regulations as well as GSA policy, an asbestos pre-alteration assessment is required for all construction projects as outlined in Section B of the Universal Scope Requirements.

c) Lead Containing Paint / Lead Based Paint

d) Accessibility

e) Green Purchasing

f) Construction Indoor Air Quality (IAQ) Management Plan

g) Construction Waste Diversion

REQUIREMENTS for ALL projects IF APPLICABLE Excavation Permit

h) Utility Locates

i) gBuild

j) Historic Compliance. Reference Section J in the Universal Scope Requirements

k) Commissioning (for all new AHUs, BMC or all new building system equipment)

l) GSA IT Network

m) Building Monitoring and Control Systems (BMC)

n) Advanced Metering System

o) Sustainable Environmental Management System (SEMS)

REQUIREMENTS for DESIGN & DESIGN/BUILD Projects only

p) Asbestos Containing Materials

q) Energy Design

r) Electrical Design

s) Lighting Design

t) Mechanical Design

u) Seismic Safety Design

v) Physical Security Performance Attributes

w) Water-Efficient & Pollinator-friendly Landscaping

x) Stormwater Management

Typical Project Document References

Rebates

The Contractor shall pursue any and all utility rebate and incentive programs and any government grant or incentive programs at the local, state, and federal level. Contractor is responsible for researching, submitting, and ensuring collection of all applicable rebates. Rebate opportunities must be explored for all elements of the project including but not limited to resource-saving equipment, materials, design & services (Commissioning/Recommissioning and other strategies & processes). Submit all rebate checks to:

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General Services Administration Attn: Ron Burnett 1961 Stout Street Suite 01-107 Denver, CO 80294

For assistance with the rebate process please contact Doug Baughman, Regional Rebate Coordinator doug.baughman@gsa.gov (303) 941-1306

Section 10: Design Program Reconciliation, Cost Management/Estimating, Design Submittals (Schedule & Drawings)

1) Design & Program Reconciliation::

• All design service submittals and approvals will be in accordance with the schedule as stated below including the quantity and type of submittals for each design milestone.

• The DB shall design and construct the project which does not deviate from the Program of Requirements/ Project

Objectives. The DB shall provide a space reconciliation report at concept, final concept, design development and construction document submissions. The report shall indicate all spaces as programmed and designed.

Measurement of space shall conform with the Standard Method for Measuring Floor Area in Office Buildings ANSI/BOMA Z65.1, 1996 edition, issued by the Building Owners and Managers Association (BOMA) as interpreted in the GSA: PBS National Space Assignment Policy, and shall be used to calculate the GSF of the building. The report shall include electronic copies of all unlocked native spreadsheets and BIM/CADD drawings used to generate the report.

• All calculations performed for the design shall be included with each submission (ex: short circuit calculations, voltage drop calculations, etc).

2) Baseline Construction Budget Cost Breakdowns:

• Based on the final design concept, provide an updated construction work allocation plan with corresponding budget breakdown, CSI format, and supporting cost estimates. Perform cost estimate reconciliation and prepare and submit a cost estimating reconciliation report. Coordinate with GSA as necessary to reach agreement on both budget breakdowns. Include breakout estimate(s) for Core and Shell vs.Tenant as well as allocation of tenant costs between building tenants, if applicable. Refer to PBS GSA P-120 Project Estimating Requirements for additional detail.

• Before beginning work on the construction documents, provide an updated construction work allocation plan with corresponding budget breakdown, a CSI format budget breakdown, and supporting cost estimates, all as described under the General Requirements, Cost Management section above. Perform cost estimate reconciliation and prepare and submit a cost estimating reconciliation report. Coordinate with GSA as necessary to reach agreement on both budget breakdowns. Include breakout estimate(s) for Core and Shell vs. Tenant as well as allocation of tenant costs between building tenants.

3) Construction Cost Estimating The estimated cost of construction (ECC) as provided in the Contractor proposal, including any modifications thereto as a result of final contract negotiation, shall serve as the baseline construction budget for the project at the time of award of the DB contract. The Contractor shall provide the following breakdowns of the baseline construction budget before any other work begins:

• a CSI format breakdown of the baseline construction budget, with a separate tenant improvement (TI) and security line item for tenant agency(ies); and a preliminary plan for allocation of the construction work among subcontracts and that which is to be self-performed, with a corresponding breakdown of the baseline construction budget. (If the construction work allocation plan and cost breakdown provided in the Contractor proposal are still valid, they shall serve this purpose.)

Before the start of the Design Concept Phase, the Contractor and GSA shall agree on both Contractor breakdowns of the baseline construction budget. After GSA approval, GSA shall record the baseline construction budget breakdowns.

The Contractor shall update the construction work allocation plan and both baseline construction budget breakdowns at the end of each design phase. With each such update, the Contractor shall provide supporting detailed cost estimates:

• Line item breakdowns are correct and consistent.

• All design elements are included.

https://maps.google.com/?q=1961+Stout+StreetSuite+01&entry=gmail&source=g https://maps.google.com/?q=1961+Stout+StreetSuite+01&entry=gmail&source=g mailto:doug.baughman@gsa.gov tel:(303)%20941-1306 tel:(303)%20941-1306

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• Unit costs are reasonable.

• Quantity takeoffs are accurate.

• Level of detail is appropriate to the phase.

• Cost escalation factors are appropriately applied.

• Balance of costs among building systems is acceptable.

• Balance of core/shell and TI/security costs is acceptable.

• Up-to-date scope modifications are reflected.

• Formats are correct.

The Contractor shall be responsible to reconcile any significant differences between the updated baseline construction budget breakdowns and the previously agreed upon breakdowns. For the CSI format breakdowns, Contractor reconciliation shall include justification of any significant differences between the CSI format line items. For the construction work allocation breakdowns, the Contractor reconciliation shall include justification of differences in the construction work allocation plans and/or in the amounts for self-performed work and subcontract work packages. The Contractor shall prepare and submit a cost estimating reconciliation report summarizing the reconciliation process and the justification for cost migration between the budget line items in both budget breakdowns. Upon approval by GSA, the reconciled breakdowns shall serve as the updated baseline construction budget.

Mid-Point Design Submittal (65% design completion)

• The midpoint design will include existing conditions documentation, specifications inclusive of all appropriate sections, drawings, & calculations.

Pre-Final Design Submittal (95% design completion)

• The pre-final submittal will include the fully developed specifications, drawings and calculations. Action on previous project review comments shall be incorporated in the construction documents. If not incorporated, a written justification for not doing so is required. A 95% submission is expected to be 100% complete with regards to all design information, notes and coordination. The intent is to allow the Government an opportunity to make any final comments.

Final Submittal (100% design completion)

• Action on previous project review comments shall be incorporated in the construction documents. If not incorporated, a written justification for not doing so is required.

Design Program Schedule

Milestone Calendar Days

Design Work Order/Site Investigation/Security Clearances

Midpoint (65%) Submission Due 30 Midpoint Review 14 SHPO Review 30 Pre-Final (95%) Submission Due 30 95% GSA/Courts Review 14 95% SHPO Review 30 Final (100%) Submission Due 21 100% SHPO/GSA/Courts Review 14

Total Time 213 *A/E shall confirm the above dates upon receipt of award.

DRAWINGS, COST ESTIMATES & SPECIFICATION REQUIREMENTS

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Design Stage Drawings Cost Estimates Specifications Midpoint (65%) 5 Sets ½ size & Electronic

PDF

Electronic PDF Electronic PDF

Pre-Final (95%) 5 Sets ½ size & Electronic

PDF

Electronic PDF Electronic PDF

Final (100%)* 2 Sets full size,5 Sets ½ size & Electronic PDF

Electronic PDF 3 printed and bound & Electronic PDF

*Four sets of electronic 100% project documents on CD in approved version of AutoCad, Adobe, & Microsoft Word format. BIM is required for any project above the Simplified Acquisition Threshold, currently $250,000.

Section 11: General Requirements

1) Contractor Use of the Premises

a. During the period of the design, the contractor will have access to the site only during business hours of 8:00 am 5:00 pm. No on-site work shall be performed outside these hours or on holidays unless otherwise directed by the Contracting Officer. The contractor will need to coordinate with the Contracting Officer to arrange access to the parking lot.

2) Progress Meetings

a. The contractor shall schedule bi-weekly meetings with the GSA and subcontractors. The A/E shall keep meeting minutes and distribute copies at the following meetings. The meeting agenda will include the following as a minimum: Approval of previous meeting, review of work progress, field observations, problems and decisions, identification of problems which impede planned progress, review of submittals schedule and status of submittals, maintenance of progress schedules, planned progress during the succeeding work period.

3) All work shall be approached with the objective of accomplishing the project goals while meeting current codes with the least amount of tenant interruption. This scope is not to be considered all inclusive, therefore the A/E shall exercise due diligence to ensure that all aspects of the design are addressed.

4) If additional services outside the scope of this contract are required, the contractor shall notify the GSA project manager before any additional work begins.

5) The contractor may contact the building manager or project manager for access to existing plans and prior studies conducted for this building. The contractor is responsible duplicating the drawings. This includes copying or producing electronic backgrounds.

Section 12: Badging & Security

1) Contractor is responsible to follow GSA’s security and badging requirements as detailed in the attached Badging & Security Requirements (Vendor Fitness Determination Training Manual).

2) US Access shared enrollment centers can be found at fedidcard.gov. Travel distances to the nearest center should be accounted for during the badging process.

Section 13: Payments

1) Information regarding payment requests and payment is in the solicitation/ contract. Please contact the CO if you have any questions regarding payments.

CONSTRUCTION PHASE

Section 14: Construction Requirements Once Construction Notice to Proceed (NTP) is issued, the Contractor will provide all the labor, materials, and supervision necessary to successfully complete construction of the final approved construction drawings.

Section 15: Construction Submittals

1) Contractor shall submit a Method of Procedures (MOP) to the GSA Delivery Project Manager (PM) for approval prior to http://fedidcard.gov/

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a) Brief narrative describing method of accomplishment, construction techniques, etc

b) Updated project schedule (to include critical path, major milestones, long lead time items, mob & de-mob, inspection dates, substantial completion, and occupancy dates)

c) Service/Utility Outages (if necessary)

d) Provide phasing schedule (if necessary)

e) Any building infrastructure/BAS equipment that may be impacted

2) As- Builts: CAD and BIM format is required for any project above the Simplified Acquisition Threshold, currently $250,000.

3) Pre-alteration assessment report

4) All new equipment and anything requiring a preventative maintenance plan shall be inputted into Maximo upload template (see section 18 Attachments)

5) Manufacturer's specifications, instructions and material specification sheets in original form

6) Submittal register/ log for all products specified to establish a standard of quality to include. Submittal register response by the government shall be 14 calendar days or less.

a) For pricing purposed please assume 3 hard copies of submittals and 3 electronic copies to be sent to the project manager. Distribution list including final quantities will be finalized after receipt of the submittal log/ register by GSA project manager.

7) If product samples are not submitted in a timely fashion, any delays caused by the contractor will not warrant a time extension. After completion of all work, the Contractor shall submit to the project manager the manufacturer's specifications, instructions and material specification sheets in original form. Additionally, the Contractor shall submit all inventory changes (removals, additions, upgrades, etc., and new condition codes) to the COR.

8) Submittal response by the government shall be14 calendar days or less.

Section 16: General Requirements

1) Contractor Use of the Premises

a. During the period of the project, the contractor will have access to the site only during business hours of 8:00 am 5:00 pm. No on-site work shall be performed outside these hours or on holidays unless otherwise directed by the Contracting Officer. The contractor will need to coordinate with the Property Manager to arrange access to the parking lot. The contractor shall make every effort to cause a minimum of damage to parking lots, any other paved areas, any items that need to be moved during the course of the project, and any areas not included in this scope of work. Any damage caused will be repaired at the contractor’s expense.

2) Progress Meetings

a. The contractor shall schedule weekly meetings with the GSA and subcontractors. The contractor shall keep meeting minutes and distribute copies at the following meetings. The meeting agenda will include the following as a minimum: Approval of previous meeting, review of work progress, field observations, problems and decisions, identification of problems which impede planned progress, review of submittals schedule and status of submittals, maintenance of progress schedules, planned progress during the succeeding work period.

3) Equipment The contractor shall provide all equipment associated with the entire project, operate in a safe manner and adhere to all OSHA and GSA standards.

4) Equipment and Material Storage The contractor shall provide and store all equipment, the materials specified above, and any other materials required completing the project. The materials are required to be kept clean and dry throughout the duration of the project. Contractor to coordinate with building manager for location of storage sheds.

5) Sanitary Facilities Provide and maintain temporary toilet facilities in accordance with State Health Department and GSA requirements.

6) Electricity, Water, and Gas GSA will pay for electricity, water, and gas during the course of this project. The contractor is responsible for making connections to the existing systems. Temporary electrical work shall meet the requirements of NFPA 70- 1996 (NEC), Article 305. When temporary connections are removed, restore existing utility services to their original condition.

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7) Contractor’s Field Office The contractor may provide an office for their own use. Size, location, and construction shall be subject to approval.

8) Fire Watch Contractor shall be responsible for providing fire watch if required per attached GSA fire watch guidelines.

9) Fire Alarm Impairment and Hot Work When a fire suppression or alarm system impairment is required, contractor shall provide written outage request to GSA for approval in advance of impairing any systems. Contractor shall be responsible for having a GSA approved NICET certified fire alarm contractor perform all system impairments. During fire alarm/suppression impairments or hot work procedures, contractor shall provide a fire watch per the GSA Regional Fire Watch Guidelines.

10) Protection of Public The building site will continue to be used by tenants. The contractor shall fence, barricade, or otherwise block off the immediate work area to prevent unauthorized entry. The contractor shall illuminate barricades and obstructions at night and maintain safe building access and egress for tenants.

11) Housekeeping The project site shall be kept in a neat, orderly, and safe condition at all times. The contractor shall provide enough containers for collecting construction debris and construction materials to be recycled. The contractor shall wet down dry materials and rubbish to prevent blowing dust and keep volatile wastes in covered containers.

12) Transportation and Deliveries The contractor shall arrange deliveries of materials in accordance with construction schedules; coordinate with COR to avoid conflict with other tenants and other work conditions at the site. Contractor must make GSA PM & CO aware of any lead times that may affect the project schedule.

13) Cleaning Before scheduling the final inspection, the Contractor shall accomplish six items: (1) Remove all tools, equipment, surplus material, and rubbish; (2) Restore or refinish, to original condition, surfaces that are damaged due to the work of this contract; (3) Remove grease, dirt, stains, foreign materials, and labels from finished surfaces; (4) Thoroughly clean building interiors; (5) Pickup all construction debris from the site; and (6) At time of final inspection, project shall be thoroughly cleaned and ready for use.

14) Disruptive Work All painting, staining, or other activity which may cause noxious or undesirable fumes and/ or any noisy work that may be disruptive to the tenants/ public must be performed after normal working hours. The use of paint or stain that does not generate odors is preferred and may be required if the space will be occupied the following day with prior written approval from GSA.

Section 17: Substantial Completion & Final Inspection

1) When the project or designated portion of project is deemed complete by the contractor, the contractor shall request a final inspection. Upon receipt of this request, the Contracting Officer will proceed with the inspection within ten days of receipt of request or will advise the contractor of items that prevent the project from being designated substantially complete.

2) Red-lined drawings CAD and BIM as-built drawings, and field training for Operations and Maintenance (O&M) personnel shall be provided at completion of project. Maintain one complete set of contract drawings. Clearly mark changes, deletions, and additions using GSA CAD Standards to show actual construction conditions. Show additions in red, deletions in green, and special instructions in blue print. Provide to GSA within timeframe negotiated at time of award.

3) The contractor shall provide O&M manuals. The O&M manuals shall contain the following:

o Executed Warranties (at project completion) o Maintenance and operation manuals

Section 18: Attachments

1) Universal Scope requirements

2) Badging & Security Requirements (Vendor Fitness Determination Training Manual)

3) Design Intent Drawing (DID) Probation Set

4) USPO Security Layout

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5) USPO Special Requirements

6) Contractor bid sheet (Shell & Tenant Improvement)

7) NCMMS Inventory Uploader Template