Universal Scope Requirements 2024 11 07.pdf

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This is a Universal Scope Requirements document (version 4.1) that outlines mandatory requirements accompanying all Scope of Work templates for GSA Public Buildings Service projects. The document covers four main areas: Safety & Health, Energy/Sustainability/Environmental, Building Systems Integration, and Design Elements.

The document details specific requirements across multiple categories including asbestos management, lead paint handling, indoor air quality, sustainable purchasing, waste diversion, building automation systems, commissioning, and historic preservation. Key requirements include: 50% minimum construction waste diversion for projects over $50,000; compliance with ABAAS accessibility standards; installation of energy-efficient LED lighting with occupancy sensors; use of water-efficient fixtures; integration with GSA's computerized maintenance management system (NCMMS); and adherence to specific BIM modeling standards. For new equipment, systems must be 20% more efficient than ASHRAE 90.1-2013 standards, while major renovations require 30% improvement. The document specifies that all projects must use the GSA EVSE IDIQ/BPA for electric vehicle charging equipment installations and emphasizes Life Cycle Cost Analysis as the primary selection criteria for equipment upgrades.

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Universal Scope Requirements V4.1 – 11.7.24

(Mandatory Requirements that accompany all Scope of Work Templates) Note: The PBS-P100 remains the paramount guidance document.

This document clarifies and expands upon certain requirements within the P100.

Any clarifying questions regarding these requirements should be addressed to the Contracting Officer/Contracting Specialist of record.

Safety & Health 2 Section A – Safety and Health Program 2 Section B – Asbestos (Pre-Alteration Assessments) 2 Section C – Lead Containing Paint / Lead Based Paint 4 Section D – Fire & Life Safety 5 Section E – Accessibility (ABAAS) 5 Section F – Construction Indoor Air Quality (IAQ) Management Plan 5

Energy, Sustainability, & Environmental 6 Section G – Sustainable Purchasing 6 Section H – Construction Waste Diversion 8 Section I – Site Work (Stormwater/Erosion, Soil Disturbance and Utility Locates) 9 Section J – Utility Rebates and Incentives 9 Section K – Water Treatment for Building Mechanical Systems 10 Section L – Water-Efficient & Pollinator-Friendly Landscaping 10 Section M – National Environmental Policy Act (NEPA) 10 Section N - Electric Vehicle Supply Equipment 11

Building Systems Integration 11 Section O – Commissioning (Cx) 11 Section P – GSA IT Network 12 Section Q – Building Automation Systems (BAS) 12 Section R – Advanced Metering System (AMS) 13 Section S – Building Information Modeling (BIM) 14 Section T – National Computerized Maintenance Management System (NCMMS) 15

Design Elements 18 Section U – Historic Preservation 18 Section V – Energy Design 20 Section W – Electrical Design 20 Section X – Lighting Design 20 Section Y – Mechanical Design 21 Section Z – Seismic Safety Design 21 Section AA – Physical Security Performance Attributes 21

REFERENCES 22

V3.8 – 6.30.2022

Safety & Health

Section A – Safety and Health Program

● Contractor Responsibility: The Contractor shall assume full responsibility and liability for compliance with applicable codes, standards and regulations during execution of the Work, and shall hold the Government harmless for any action on the Contractor's part, or that of the Contractor's employees or subcontractors, that results in illness, injury or death.

● References: In addition to publications referenced in the Construction Contract Clauses, the following Code of Federal Regulations (CFR), publications apply to work conduct. State and local safety and health regulations that apply are not cited herein.

Current editions at the date of the contract apply. The more stringent requirements apply.

○ 29 CFR Part 1910: Occupational Safety and Health Administration (OSHA) General Industry and Health Standards

○ 29 CFR Part 1926: OSHA "Safety and Health Regulations for Construction"

○ National Fire Protection Association (NFPA) 70E Electrical Safety Requirements for

Workplace Safety.

● The Contractor shall submit for approval a site-specific written Project Safety and

Health Program, with elements applicable to the project which can include but not limited to the following:

1. Occupational Noise Exposure

2. Fall Protection

3. Personal Protective Equipment

4. Control of Hazardous Energy

5. Electrical Safety Related Work

Practices

6. Lead

7. Asbestos

8. Polychlorinated Biphenyls (PCBs)

9. Respiratory Protection

10. Confined spaces

11. Hazard Communication.

12. Respirable Crystalline Silica

13. Trenching & Excavation

● Contractor shall additionally submit firm's General Safety Plan at the pre-construction conference listing emergency procedures and contact persons including home addresses and telephone numbers.

Section B – Asbestos (Pre-Alteration Assessments)

● Asbestos Pre-Alteration Assessments

○ To comply with 40 CFR 61.145(a), 41 CFR 102-80.15(c), Section 1.7.4.1.2 of the GSA PBS-P100, and Appendix A of PBS 1000.1, a pre-alteration asbestos assessment shall be required before any demolition or renovation activity where asbestos-containing materials are present, presumed, or suspected in the project the area. A state-certified asbestos building inspector must assess all areas within this scope and either test or assume positive all suspect materials for asbestos content that may be disturbed by the proposed renovation or demolition activity.

GSA will provide any available relevant documentation related to the proposed demolition or renovation activity. The pre-alteration assessment report must be reviewed and accepted by the GSA OFM Industrial Hygiene Group. Copies of the pre-alteration assessment report shall be provided to the GSA Project Manager, Building Manager, and GSAIndustrial Hygienist.

○ The following pre-alteration assessment requirements shall be adhered to:

■ Destructive sampling of materials that will be disturbed as a result of the proposed project is authorized. Sample holes shall be temporarily patched or covered with putty, tape, etc. Any residual debris generated as a result of the sampling shall be cleaned up and removed.

■ The assessment shall be conducted in accordance with the "Project Design Survey" requirements of ASTM E2356 - 14 Standard Practice for Comprehensive Building Asbestos Surveys and pursuant with applicable federal, state and local regulations.

■ Assessment and sampling protocols per ASTM E2356 – 14, AHERA sampling protocols at 40 CFR 763.86, and state/local asbestos regulations shall be followed with the following exception:

○ For Miscellaneous Materials, a minimum of two (2) samples per each Homogeneous Area (HA) shall be collected.

○ The following sample analysis methodologies shall be used:

■ Bulk samples shall not be composited for analysis and shall be analyzed by polarized light microscopy (PLM) via EPA Method EPA/600/R-93/116.

■ Progressive sampling (i.e. positive stop) for each homogeneous area (HA) is allowed.

■ All separable layers within a bulk sample shall be analyzed and reported individually. Drywall samples shall be reported both by layers for OSHA compliance as well as a composite sample as allowed by federal EPA NESHAP regulations.

■ If a sample of asbestos is estimated to be 1% or less asbestos by PLM via EPA/600/R-93/116, the sample shall be re-analyzed by EPA/600/R-93/116 with a 400-Point Count. If a result obtained by point count is different from a result obtained by visual estimation, the point count shall be used.

■ Asbestos bulk sample analysis shall be performed by an accredited analytical laboratory that participates in the National Institute of Standards and Technology (NIST), National Voluntary Laboratory Accreditation Program (NVLAP) for asbestos bulk sample analysis.

○ A written assessment report shall be provided and contain the following content at a minimum:

■ The name and address of the building, structure of facility that was inspected. If less than the entire building, structure, or facility was inspected, the exact location of the area or component(s) inspected shall be listed.

■ The certified asbestos building inspector’s name, signature, contact information, individual certification number, and state Asbestos Consulting Firm name and registration number (if applicable).

■ The date(s) the inspection/assessment was performed.

■ General description of building and its physical components, dates of construction and any known renovations, and description of mechanical systems such as HVAC and plumbing systems.

■ Description of assessment protocols, sample collection and analytical procedures

■ Summary of findings and table including: material description, HA, location in building, sample numbers, asbestos content, estimated quantities, friability, material condition-assessment

■ Summary of determined or assumed ACM materials that would be disturbed by proposed project activities and recommendations. Contractor shall also denote any non-ACM materials that would still be OSHA regulated (1% asbestos or less).

■ Figures

● Site location figure

● Sample location figure(s)

● Extent of each HA determined or assumed ACM figure(s) and OSHA trace materials

■ Photographic log with representative photos of all suspect ACM sampled/assessed, with material descriptions. ACM or Trace materials shall be easily identifiable by utilizing red and/or bold font in captions. Asbestos content shall be included.

■ Field notes

■ Laboratory data packages, lab accreditations, chain-of-custody documentation

■ Inspector and firm certifications.

● Potential Disturbance or Removal Asbestos Containing Materials

○ Requirements for the disturbance or removal of asbestos containing materials will vary due to differences in state regulations, field conditions, materials to be abated, abatement methodologies, etc. For project-specific requirements please consult with the GSA OFM Industrial Hygiene Team for guidance.

○ Projects with the potential to disturb or remove asbestos containing materials shall include the necessary controls to protect the construction contractor, building occupants, the public, and environment AND comply with all applicable regulations and policies including but not limited to:

■ 29 CFR 1910.1001: OSHA Asbestos in General Industry.

■ 29 CFR 1910.134: OSHA Respiratory Protection Standard.

■ 29 CFR 1926.1101: OSHA Asbestos in Construction Standard.

■ 40 CFR, Part 61 Subpart M: EPA NESHAPS National Emission Standard for

Asbestos

■ 40 CFR 763: EPA Asbestos Hazard Emergency Response Act (AHERA)

■ 41 CFR 102-80.15: GSA Federal Management Regulation, Real Property, Safety and Environmental Management

■ State and local asbestos control statutes and regulations

■ GSA PBS 1000.1A Asbestos Policy.

○ Third-party industrial hygiene oversight and/or clearances may be required depending upon the type and quantity of material to be abated, abatement methodologies, site-specific circumstances and state-specific requirements. Please consult with the GSA Industrial Hygiene Team for guidance.

○ Contractor shall provide a written method of procedure (MOP) or asbestos abatement project design, as applicable, describing types, quantities and locations of asbestos to be removed; controls and work methods; phasing; disposal, etc. for GSA review and approval.

● Specification of Asbestos-Free Building Materials

○ Products containing any amount of asbestos are prohibited from use in construction of GSA-controlled Federal or leased facilities.

Section C – Lead Containing Paint / Lead Based Paint

● OSHA (29 CFR 1926.62) regulates the disturbance of paint that contains any detectable concentration of lead. Paint must be tested for lead content or assumed to be lead containing for buildings constructed prior to 1978, whenever alterations or demolitions require disturbance of painted surfaces (e.g., sanding, burning, welding, scraping, etc.).

● Paints being disturbed and found to be lead-containing must be managed in accordance with 29 CFR 1926.62. Lead-containing paint that is intact and in good condition need not be abated or removed unless required for alteration or demolition.

● Lead-based paint (>0.5% by weight) shall be abated in childcare centers. Refer to Section

10.1.10 of PBS-P140 for specific details.

● Contractor shall provide a lead management plan for GSA review and acceptance prior to the disturbance of any lead containing paint.

● Contractor shall be responsible for the proper characterization and management of lead bearing waste in accordance with applicable federal, state, and local hazardous waste regulations including 40 CFR 260-299. Lead bearing waste shall be assumed to be hazardous waste due to the characteristic of toxicity (Lead, EPA Waste Code D008) or have representative wastestream samples submitted to an accredited analytical laboratory for analysis via EPA Method SW-846 Test Method 1311: Toxicity Characteristic Leaching Procedure (TCLP). As applicable, the waste characterization and manifest documentation shall be provided to GSA as part of the deliverable.

Section D – Fire & Life Safety

● Adhere to all applicable requirements of Chapter 7 of the P-100 for Fire and Life Safety.

○ Note: A registered Fire Protection Engineer is required in section 7.3.

Section E – Accessibility (ABAAS)

● The Architectural Barriers Act Accessibility Standard (ABAAS) is mandatory for all GSA projects. Found at http://www.access-board.gov/ada-aba/final.cfm

● If local accessibility standards exist, the A/E must follow the more stringent requirements between the local standards and ABAAS.

● Accessibility in Federal Courthouses: Comply with Chapter 8, Design Standards for U.S. Court

Facilities, Section 8.2, Planning for Accessibility, and Table 8.1, Accessibility Requirements.

Section F – Construction Indoor Air Quality (IAQ) Management Plan

● The General Contractor or other qualified party shall prepare and submit a Construction

IAQ Management Plan to GSA for approval, for any construction project(s) involving:

○ Heating, ventilation, and air-conditioning (HVAC) modifications

○ Demolition

○ Paints, sealants, adhesives, etc. (commonly referred to as "wet work")

○ Anything else affecting indoor air quality.

● The Construction IAQ Management Plan shall meet the following criteria:

○ Construction activities shall meet or exceed the standards included in Chapter 3 of the Sheet Metal and Air Conditioning National Contractors’ Association (SMACNA) “IAQ Guidelines for Occupied Buildings under Construction”, 2nd Edition 2007

○ Control pollution sources

■ Isolate areas of work to prevent contamination.

■ Pressure differentials shall be used where feasible to prevent migration of dust/contaminants.

○ Protect existing building HVAC systems including

● Shutting down systems where possible.

● Protecting supply & return ducts within the work area by covering or filtering.

● Filtration media shall be installed to protect ductwork and/or equipment used during the construction process using a minimum

Universal Scope Requirements http://www.access-board.gov/ada-aba/final.cfm efficiency reporting value (MERV) 8 at each return air grille, per ASHRAE Standard 52.2-1999.

● Replace all filtration media immediately prior to occupancy.

○ Suppress dust

● Apply wetting agents and/or sweeping compounds.

● Interrupt dust pathways via dust curtains or temporary enclosures.

● Pre-clean any dust-covered materials that will be disturbed during demo using an effective dust-collecting method (such as damp cloth, wet mop, etc.) and immediately bag, seal and remove this refuse from the project area.

○ Protect materials

● Develop a Sequence of Finish Installation Plan highlighting measures to reduce the absorption of VOCs by materials that act as ‘sinks’.

● Protect absorptive materials from moisture damage both when stored on-site prior to install and after installation.

○ Immediately prior to occupancy, perform

● An outside air flush out of the building (or of the immediate project area) OR

● Pre-occupancy air-quality testing.

○ Plan must be approved by GSA.

Energy, Sustainability, & Environmental

Section G – Sustainable Purchasing

● Purchase products and materials covered by the PBS Key Sustainable Products (KSP) initiative or the GSA Sustainable Facilities Tool Green Procurement Compilation.

○ KSP Initiative

■ Any of the five materials listed below that are purchased and/or installed as part of this project must comply with their respective sustainability standards.

■ Contractor shall submit the required submittal for each material used demonstrating compliance with the standard prior to install.

Product Sustainability Standard Required Submittal Nylon carpet ● NSF 140 Gold certification AND

● ≥ 10% post-consumer recovered content

● Product literature showing NSF

Gold logo AND

● Certification of recovered content by reputable 3rd party Interior latex paint

● ≤ 50 grams per liter (g/L) VOCs post-tint (SCAQMD Rule 1113 standard)

● Safety Data Sheet (SDS)

● Technical Data Sheet (TDS)

Gypsum board

● Greenguard Gold certification OR

● 0 g/L VOCs

● Product sheet

● Safety Data Sheet (SDS)

● Technical Data Sheet (TDS)

Acoustical ceiling tiles

Meets ALL of the following:

● California Section 01350 standard for low-VOC materials

● Total recycled content ≥ 20%

● Recyclable in a closed loop process

● USDA Certified BioPreferred

● Environmental Product Declaration

(EPD) AND

● Product sheet for USDA Certified BioPreferred

Product Sustainability Standard Required Submittal Concrete (ready-mix and site-mix)

● ≥ 15% fly ash OR

● ≥ 25% ground granulated blast-furnace

(GGBF) slag

● Letter from the supplier

○ Non-KSPs

■ In addition to the KSPs, all other interior finishes must meet the baseline environmental requirements specified in the most current GSA P100 facilities standards, Chapter 3, Architecture and Interior Design.

■ Sustainability requirements for specific interior finishes and construction materials may also be found at www.sftool.gov

■ Contractor shall submit product data for each finish material used demonstrating compliance.

○ GSA Sustainable Facilities Tool Green Procurement Compilation (https://sftool.gov/greenprocurement)

● Water-Efficient Products (Plumbing Fixtures)

○ Purchase/install only water-conserving products, such as EPA WaterSense-labeled or other water-efficient products.

● Energy-Efficient Products & Appliances (if applicable)

○ Any applicable energy-consuming equipment purchased by GSA and/or under GSA-operational control must be energy-efficient, meeting standards such as:

■ Environmental Protection Agency’s (EPA) ENERGY STAR-labeled

■ Federal Energy Management Program (FEMP) designated

■ Other similar energy-efficient certifications.

○ Contractor must provide proof of compliance (standard construction submittal) for applicable products, equipment replacements, and installations.

● Refrigerants Phase Out (if applicable)

○ If any equipment/components are being replaced that contain ozone-depleting

HCFC and HFC compounds and/or high-GWP chemicals, they must be replaced with equipment containing non-HCFC and/or non-HFC refrigerants that are also EPA’s Significant New Alternatives Program (SNAP)-approved substitutes.

○ Accordingly, contractors shall comply with the

■ Title VI of the Federal Clean Air Act AND 40 CFR Part 82.Protection of

Stratospheric Ozone

■ Final Refrigerant Mgt SOP_Mar31 2022 (GSA internal)

■ Title 40 Code of Federal Regulations (CFR) Part 82 – · Title 40 CFR

Part 84 – Phasedown of Hydrofluorocarbons

■ Title 40 CFR Part 266, Subpart Q – Ignitable Spent Refrigerants Recycled for Reuse

Section H – Construction Waste Diversion

● NOTE: Only required for projects $50,000 and above.

● Construction and Demolition (C&D) Waste Protocol

○ C&D waste is defined as non-hazardous waste generated by construction or demolition activities (such as furniture, appliances, carpet, sheetrock, fixtures, etc.)

○ Unless otherwise specified, all C&D waste material becomes the property of the contractor and shall be disposed of outside Government facilities and land.

○ Contractor shall provide dumpsters as necessary to handle all C&D waste - location of these dumpsters will need to be coordinated with GSA at the start of the project.

Contractor is responsible for transportation of waste material to a landfill as well as

Universal Scope Requirements V3.8 – 6.30.2022 http://www.sftool.gov https://sftool.gov/greenprocurement https://www.epa.gov/ods-phaseout https://www.epa.gov/ods-phaseout https://drive.google.com/drive/folders/1sHefPMe29KSSbR_XX0FU7CpP-eX4TiKv https://www.epa.gov/climate-hfcs-reduction any disposal costs. Contractor shall not stockpile demolition debris for more than 48 hours (outside a dumpster).

○ Contractor shall dispose of C&D waste at least monthly, in a legal manner, at a public or private dumping area.

○ Contractor must document disposal as outlined below.

● Minimum C&D Waste Diversion requirement is 50 percent

○ Diversion is defined as diverting materials from landfills and incinerators via methods such as recycling, reuse, repurposing, scrap, or donation.

○ Contractor shall use all reasonable means to divert as much C&D waste as possible and is encouraged to exceed the minimum.

○ Diversion rates are calculated at end-of-project by weight of total non-hazardous waste generated by the project.

○ Further, the contractor shall employ processes to ensure the project generates as little waste as possible due to over-packaging, error, poor planning/layout, breakage, contamination, damage from weather, etc.

● Required Submittals and Reporting Requirements

○ Waste Management Plan: To demonstrate compliance, contractor shall submit a

Waste Management Plan within 14 days of Notice to Proceed including:

■ List of the recycling facilities, reuse facilities, municipal waste landfills and other disposal area(s) to be used

■ Name, location, and phone number of each facility listed

■ A copy of permit or license for each facility listed

■ Identify materials that cannot be recycled or reused. Provide explanation or justification why they may not.

■ Plan may require revision and resubmission per GSA review and comment

■ Approval of Contractor’s Plan does not relieve the Contractor of responsibility for compliance with applicable environmental regulations

○ Waste and Diversion Reporting and Records

■ Recycling and Processing Facility Records: Indicate receipt and acceptance of recyclable waste by facilities licensed to accept them.

■ Landfill and Incinerator Disposal Records: Indicate receipt and acceptance of waste by landfills and incinerator facilities licensed to accept them.

■ At substantial completion provide manifests, weight tickets, receipts, and invoices.

■ After Substantial Completion, submit actual end-of-project rates for salvage, recycling, and disposal as a percentage of total waste generated.

Section I – Site Work (Stormwater/Erosion, Soil Disturbance and Utility Locates)

● Stormwater and Erosion Control

○ For any project with potential to impact stormwater or the storm sewer system, follow all local codes/regulations. This is a regional requirement.

○ An Erosion Control/Stormwater Management Plan will be required . Applicable

Standard Operating Procedures will be provided. This is a regional requirement.

○ Any project disturbing any amount of soil on the DFC shall comply with the GSA’s

DFC MS4 permit and the applicable portions of SOP No. 33 - Stormwater Management and Re-vegetation.

○ For projects involving ≥5,000 SF exterior site redevelopment, contact the Office of Facilities Management Environmental Programs Group for guidance on procedure and required forms. This is a regional requirement.

● Safe Digging

○ Contractor shall follow all local codes/regulations for safe digging and construction dewatering. Contact the local municipality for applicable requirements.

● Soil Disturbance Permit

○ Projects on the Denver Federal Center (DFC): Contractor shall obtain a Soil Disturbance Permit prior to performing any excavation or soil-disturbing work.

Permits are issued by GSA’s Environmental Protection Group (EPG), will reference any soil contamination in the area, and may require a health and safety plan and/or environmental samples with an associated environmental report.

● Utility Locates

○ Contractor shall be responsible for obtaining public and private utility locates prior to performing any excavation activities. Payment of fees associated with utility locates are the responsibility of the contractor and must be included in proposal submission.

○ Projects on the DFC

■ DFC pre-approved locate contractors must be used for private utility locates.

■ All utility locate information shall be provided to GSA. Any change to existing, addition of new, and/or discovery of known or previously unknown or abandoned utilities will require as-builts and geomapping of said utility.

Standard Operating Procedures will be provided.

Section J – Utility Rebates and Incentives

● 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 including (Re) Commissioning and other strategies & processes. Submit all rebate checks to:

General Services Administration Attn: Lisa Haskins One Denver Federal Center Building 41, P.O. Box 25546 Denver, CO 80225-0546

Section K – Water Treatment for Building Mechanical Systems

● In addition to the GSA P100 5.3.5 water treatment guidance, the following must be included:

○ Project must include a licensed qualified water treatment service provider prior to the startup of new major heating and cooling system.

○ When final flush of systems has been performed, water treatment provider shall ensure all open and closed loop systems have been treated to industry standards.

■ The monitored reading of the water chemistry shall be documented, and a copy provided to the GSA Project Manager.

○ New installs, upgrades, modifications, or repair of existing closed loop systems:

■ “Coalescing” air & dirt separator media is to be installed into new or existing air separators of heating and cooling closed loop applications.

○ New installs, upgrades, modifications, or repair of existing cooling tower systems:

■ Install Full-flow or side-stream filtration to directly protect the heat exchangers and chillers such as screen (self-cleaning), centrifugal separators, cartridge, bag, sand media, or disc filters.

○ Project shall include water treatment services for 1 year from install.

● Wastewater discharges from any repaired, replaced and/or installed Building Mechanical

System or from the Maintenance of any Building Mechanical System in the Denver Metro Area must be coordinated with the Environmental Programs Group (EPG). For discharges from systems outside the Denver Metro Area, these must be coordinated as well.

Section L – Water-Efficient & Pollinator-Friendly Landscaping

● Irrigation: Design, install, and maintain efficient irrigation strategies that apply the necessary amount of supplemental water (FEMP BMP #5). If facilities have ≥ 25,000 square feet of irrigated landscape, a separate outdoor water meter must be installed

● Native & Adaptive Plants: Implement native and adaptive plant species to the maximum extent economically preferable to GSA in an effort to reduce exterior water needs.

● Pollinator-habitat

○ Install plants beneficial to pollinators to the maximum extent economically preferable to the government.

○ Plant selection metrics should include:

■ Number of plant species, diversity and abundance of pollinators

■ Periods of bloom for the plant species

■ Frequency of pollinator visits

■ Capital and maintenance costs pre/post-planting.

Section M – National Environmental Policy Act (NEPA)

● The National Environmental Policy Act (NEPA) requires that Federal agencies consider and document the environmental impacts of proposed actions as part of their decision process.

As part of the NEPA process, GSA would issue either a Finding of No Significant Impact (FONSI) or a Record of Decision (ROD), both of which may contain legal commitments that GSA must incorporate into its project. GSA’s design team must be aware of these commitments and must address them in the project design and/or construction documents.

Section N - Electric Vehicle Supply Equipment

● All EVSE Projects must use the GSA EVSE IDIQ/BPA in federal space.

● See latest edition of the PBS P-100 for detailed requirements

○ Fire/Life Safety - 25 feet from building in surface lot, fully sprinklered in structured lot

○ ABAAS

○ Quantity Requirements for GOVs and POVs

○ Electrical Requirements

○ Collision protection - bollards or wheel stops

● Charging Stations must be FedRAMP compliant

● Consider snow removal when determining placement

● Strategic placement of charging stations so cord can reach multiple stalls. Do not place charging stations in the middle of the stall, but on the stripe and potentially in the middle of the parking lot (if feasible) so cord can reach up to 4 vehicles.

● Check to see if utilities provide rebates for EVSE

● Check to see if charging stations may be in a floodplain

Universal Scope Requirements https://www.energy.gov/eere/femp/best-management-practice-5-water-efficient-irrigation

Building Systems Integration

Section O – Commissioning (Cx)

● Commissioning (Cx) is a systematic process of ensuring by verification and documentation that the newly installed equipment and/or systems perform independently and interactively in accordance with the scope and project intent, and in accordance with the owner’s operational needs to include training the equipment operators.

● Cx is required for any new construction or alteration work for any building system equipment including but not limited to any mechanical systems and the BMC/BAS.

● Please refer to the GSA/PBS Building Commissioning Guide for reference.

● The Commissioning Authority (CxA) must be hired prior to or in conjunction with the design team. CxA can help write requirements for the design team RFP.

○ Depending on project size, the CxA shall be:

■ Large project with a CM: a 3rd party contracted through the CM.

■ Medium/large project without a CM: a 3rd party contracted via an entirely separate contract.

■ Small project: the contractor can self-perform Cx or if unqualified, contract with a subcontractor.

● Commissioning Plan

○ Contractor must create/submit the Commissioning Plan, process and documenting procedure prior to the start of installation or construction.

○ This plan must be approved by the Commissioning Authority (CxA) and GSA R8 Energy Team prior to the commencement of work.

○ The level of commissioning should be appropriate to the scope, size, and complexity of the project as determined by the CxA.

○ Cx must be conducted after all equipment and system components are installed and prior to project completion acceptance.

○ Cx shall comply with P-100, GSA Building Commissioning Guide, and ASHRAE 202 as appropriate to the scope.

● Commissioning Documentation

○ Cx documentation shall demonstrate and confirm equipment and/or systems were properly installed and are in functioning order and meet the project intent.

○ Cx documentation requires submission to the CxA for approval and GSA R8 Energy

Team after all commissioning activities are finished.

● Acceptance

○ Cx must be accepted prior to the project being accepted as complete.

○ The Cx acceptance process may include visual inspection, functional testing, sequence testing (BAS) and confirmation of programming, graphics and BAS points added to the BAS dependent on the project scope.

Section P – GSA IT Network

● Any Internet Protocol (IP) devices/equipment (HVAC, lighting controls, t-stats, meters, etc.) and/or software that requests to connect to or reside on the GSA Network, must follow the process for IT Security equipment scanning & approval outlined within The Building Technologies Technical Ref Guide. This includes devices related to both physical access and logical/network access.

● This process reveals, analyzes and provides the vendor or manufacturer with weighted determinations on any and all Federal and GSA vulnerabilities the product(s) may have and that must be remediated prior to placement onto the GSA Network or in it’s environment..

● A catalog consisting of already-remediated products is available for review. Only GSA personnel can review this catalog and will do so for the Contractor at the Contractor’s request.

● Supporting Documents and Guidance

○ 140416 Telecommunications Distribution Design Guide (Building Technologies

Technical Ref Guide)

■ OR latest version when released:

https://insite.gsa.gov/services-and-offices/staff-offices/office-of-gsa-it/about-g sa-it/office-of-the-deputy-cio/office-of-public-buildings-it-services/building-tec hnology-services-division/documents-and-resources#Design%20Guide

● *documents are only available within the GSA.gov domain. Please request a copy of a redacted version if necessary.

○ Building Technologies Technical Reference Guide v3 https://insite.gsa.gov/services-and-offices/staff-offices/office-of-gsa-it/about-gsa-it/off ice-of-the-deputy-cio/office-of-public-buildings-it-services/building-technology-servic es-division/documents-and-resources#Tech%20Reference%20Guide

○ Security Language for IT Acquisition Efforts CIO-09-48

○ Technology Policy for PBS-Owned Buildings Monitoring & Control Systems

Section Q – Building Automation Systems (BAS)

● All Mechanical/HVAC equipment and controls along with any associated equipment shall be integrated into the Building Automation System. All new equipment and controls shall conform to GSA R8 BAS standards as outlined in the Division 25 Specification document.

● Any IP devices added to the GSA Network must be approved devices on the GSA remediated devices list (see Section O – GSA IT Network). All field-level controllers shall be BACnet/MSTP enabled and listed with the BACnet Testing Laboratory.

● All devices and control and monitoring points, including point naming and graphics shall be submitted and approved by the GSA R8 BAS team. Integration into the BAS and with the GSA network shall be coordinated with the GSA R8 BAS team.

○ All new systems integrations are required to use the approved version of Niagara N4 as the user interface. Additionally, all new IP devices must be IPV6 protocol capable, per 0MB M-21-07, Completing the Transition to Internet Protocol Version 6 (1Pv6) (2020) and GSA's Internet Protocol Version 6 ( Pv6) Policy, CIO 2120 (2022).

● Supporting Document and Guidance: Division 25 00 00 -Integrated Automation v1.1

Section R – Advanced Metering System (AMS)

● Contractors are required to install water, electric, natural gas, BTU, etc. meters if appropriate to the building systems being installed/replaced.

● For all meter installation or replacement work, contractor is required to:

○ Coordinate with the R8 AMS Manager for placement of new meters

○ Install meters per manufacturer’s recommendations to maintain warranty

○ Confirm appropriate meter size, pipe and flange sizes, and straight runs of pipe requirements for new meters. Meter size may be different from pipe size due to the building usage and data.

○ Install new Weld-o-let fittings, flanges, isolation valves, piping, hangers, supports, and insulation as needed and install a by-pass and isolation valves for the new meters if required, and space is available. Paint any new piping and add new or remove and replace insulation (if applicable).

○ Check all joints, fittings, flanges and piping for leaks.

○ Test operation of all new equipment.

Universal Scope Requirements https://docs.google.com/document/d/1Z0ymCHvkUA9E6Bx3LchRpyzaUae7v5cEeUJYHQ2VFwA/edit#heading=h.b7t23biyeqk4

○ Make new meters operable and with complete wiring (including communication wiring) including:

■ Disconnect any digital input wiring at the AMS electric meter input prior to termination. Some electric meters are located in Medium/high voltage switchgear – safety precautions shall be enforced for access or work within these enclosures (NEC/OSHA arc flash requirements).

■ Coordinate with GSA prior to termination of meter communication wires.

■ Remove any old associated wiring back to the source and provide neat and clean communication cable routes.

■ Install wiring from new meters to the RS-485 input on the AMS electric meter.

■ Meet communication wiring requirements (24 Gauge twisted shielded pair).

■ Install all wiring in conduit. EMT is acceptable with set screw fittings unless building-specific requirements are more stringent. Final connections to the metering equipment can either be flexible conduit or seal-tight conduit.

■ Trim each wire and/or cable to proper length to reduce the excess - Note each wire and cable should be the same length when cut.

■ Daisy-chain multiple Modbus devices.

■ Label each end of the communication wire with strap-on or stick-on labels.

○ Complete all graphics additions/changes, all application programming, and final commissioning of new/replaced meters.

○ Label all meters installed.

○ Supply all calibration data sheets to the AMS R8 Manager.

● WATER METERS

○ Contractor to Install (GSA Standard) Electro-Magnetic flow-type water meters.

○ Install dedicated 120V power supply and disconnect switch within 6 feet.

● GAS METERS

○ Install (GSA Standard) Nema 4-X Thermal Mass type Gas meters.

○ Coordinate with GSA and the local gas utility provider on the shutdown of gas or proposed piping location.

○ Test for leaks by utilizing a recently certified gas “sniffer” leak detector and provide leak test results.

● CHW AND HW BTU METERS

○ BTU meters are required in all new and retrofit installations where there is either a central utility plant or building-specific cooling and/or heating plant(s).

○ Install (GSA Standard) Energy-flow type BTU meters, including the CW and/or HW BTU meters, transducers and RTD’s.

○ Test operation of the transducers, RTD’s, and BTU processor.

○ Coordinate the placement of the BTU transducers with GSA and provide assistance with proper spacing at the time of commissioning prior to the pipes being insulated.

● ADVANCED ELECTRIC METERS

○ Install the latest GSA Standard electric meters.

○ The electric meters shall be located in compartments in the switchgear specifically designed for metering. PT’s, CT’s, shorting blocks, etc. shall be incorporated in the design and installation sized per industry standards.

○ Contractor shall be responsible for coordination with GSA IT to:

■ Confirm the switch and port locations for the electric meters

■ Pull new Ethernet cables from the pre-determined Ethernet switch to each electric meter utilizing 600vac rated Ethernet cabling

■ Obtaining the IP address, Subnet Mask, and, Gateway information from GSA

IT and forward all this information to the AMS R8 Manager.

○ The contractor shall be responsible for any polarity-sensitive wiring (ie. CT’s) and verify phase terminations (A B C) and use the proper color-coded insulation (Grey for 277/480vac and White for 120/240vac).

○ Contractor shall be experienced in all components of electrical metering and shall be responsible for complete and operational integrity.

○ Contractor must adhere to Arc Flash rules.

Section S – Building Information Modeling (BIM)

● Please coordinate all projects with R8 BIM Manager for receipt of existing models, data requirements and other matters regarding BIM

● BIM facilitates and improves all design outcomes, improves comprehension of design alternatives, and enables data to be embedded in ways which contribute to ongoing use of model data over the lifecycle of the building. Additionally:

○ 3D geometric models improve design visualization and communication with stakeholders, and enable live, collaborative design reviews. Live model reviews should be utilized in all projects

○ BIM allows the creation of 4D models for construction phasing analysis

○ BIM allows for design and construction coordination and clash detection

○ BIM can be used in a range of analysis (energy use, lighting, blast mitigation, etc…).

○ BIM allows data transfers from models to other systems (specifically OASIS and

Maximo

● Nationally, GSA requires employing BIM in all projects in excess of Simplified Acquisition

Threshold (SAT). But in R8, BIM is required in all projects, because we now have models for all federally owned buildings in R8.

● Contractor shall use the most current version of the following reference documents in all projects:

○ National BIM, CDX and COBie Standard 2024 v.1 Copies of these documents are attached to this SoW as an appendix.

● Contractor shall provide a BIM Execution Plan (BEP) following the project team kickoff meeting and prior to commencing design/modeling work. Working agreements between parties must be documented in the BEP. GSA will provide a BEP template and guidance, but the Contractor may use their own BEP template if it includes the same types of info in the GSA template and is pre-approved by GSA BIM Manager.

● The Contractor shall use GSA provided Revit Family (.rfa) titleblocks in all projects and fill in all blank fields. Data in the title block fields is ingested as metadata in various GSA systems, and is a project requirement.The contractor may edit the base title block for graphic purposes (ie inclusion of their own logo and other business stationery needs), but must not delete any fields in the .rfa file.

● Contractor shall submit BIM deliverables at all phases of the project submission requirements.

● All BIM’s shall be authored in the Autodesk Revit software platform. Revit version is to be agreed upon at project initiation; generally (but not universally) GSA operates in the most current version of Revit; if the contractor is not using the most current version, an alternate version may be agreed upon. Project teams may update the version in use in a project if agreed to by the GSA BIM Manager.

● Models are to be delivered in native (.rvt) format at all project phases.The Contractor shall also submit all BIM deliverables in Navisworks (.nwc, .nwf, .nwd) format as well.

Navisworks versions of each discipline model shall be provided, as well as a federated version of all models in a single Navisworks file.

● At project completion, the Contractor shall prepare a BIM Manual, a summarized final version of the BEP that contains all pertinent information about the models delivered. The BIM Manual summarizes the final BEP so that follow-on project teams have the authoring information about the models to successfully update and modify the models with new project content.

Section T – National Computerized Maintenance Management System

(NCMMS)

● Purpose: Ensure NCMMS Asset and Location records are kept up to date based on the wide variety of departments and projects implementing physical changes to GSA-maintained properties.

● Audience: Project Architects, Engineers, and/or General Contractors are responsible for providing complete updates for building Asset or Location records for items removed or added resulting from any construction, renovation, or refurbishment project. One of the primary purposes of NCMMS is to manage the assets that enable operation of GSA’s owned properties and encompasses their scheduled testing, inspection & maintenance, unscheduled repair, and end-of-life replacement.

● Record Update Methods: There are two methods for providing NCMMS update information. Historically, the choice of method was based on the scope of the project but that is no longer the case. PBS requires all projects to be developed in BIM (i.e. REVIT or other 3D software), and to have the native-format and “IFC” Building Information Models (BIMs) provided as part of all deliverables throughout a project period.

The two methods for providing NCMMS update information are as follows:

○ 1. COBie Playbook

■ This is the preferred method for transmitting project data to NCMMS involving physical assets and/or reconfiguration of building layouts that add, change or delete designated (named) building locations.

■ The Construction Operations Building Information Exchange (COBie) is an industry-standard mechanism for exporting information from one system (i.e., AutoCAD, Revit, or BIM) and importing it into another (GSA’s NCMMS – Maximo). COBie is implemented in the form of a standardized, highly-structured Excel Workbook. Many software systems integrate features to export or import COBie data from this workbook format.

■ Reference documentation can be found on the COBie Playbook page on the NCMMS Central Office website. Found in the FY23 Division One Sections and Links, the GSA FY23 01 36 00 COBie template provides the required contract language for projects utilizing the COBie Playbook process. This language must be inserted in vendor contracts to ensure there are contractual deliverables to meet the COBie output expectations.

■ Projects must complete the COBie Information Delivery Plan (IDP) document including:

● COBie IDP Template

Universal Scope Requirements V3.8 – 6.30.2022 https://insite.gsa.gov/services-and-offices/public-buildings-service/office-of-project-delivery/opd-resources/odc-design-resources/bim https://sites.google.com/gsa.gov/ncmms/cobie-playbook https://docs.google.com/spreadsheets/d/1ojDseIb0dBwslQQH31hhS4iRGWstwJu8xZpc-FQR4Zs/edit?gid=465542719#gid=465542719 https://docs.google.com/spreadsheets/d/1ojDseIb0dBwslQQH31hhS4iRGWstwJu8xZpc-FQR4Zs/edit?gid=465542719#gid=465542719 https://docs.google.com/document/d/1bfefwJFaLtyRQDl9Izs1hZwqeUqVWD9MfdFnH8Xsh6s/edit#heading=h.ktponm466sig https://drive.google.com/file/d/1IokwYifIVfzuEJ_InVWGoCkfWmtVV01U/view?usp=sharing

● COBie IDP Appendix A – Responsibility Matrix

● The BIM page on Insite contains a link to the current version of the

Common Data Exchange (CDX) document. The GSA CDX is a data specification developed to ensure GSA receives the data needed in our BIM models to allow us to actively manage our buildings for their entire lifecycle.

■ COBie-Specific Submittals – Contractors must provide COBie export submittals for review at all pre-determined Project milestones (typically 30, 60, and 100% Design, Construction Mobilization, 60% Construction Completion, Beneficial Occupancy, and Fiscal Completion). OFM reviews the COBie submittals and either accepts the data as provided or requests corrections to meet the needs of Operations. These Milestones are not considered complete until accepted by the designated OFM representative(s).

■ COBie-Formatted Submittals – Provide the following submittals, required elsewhere in this contract, in prescribed COBie format.

○ 2. NCMMS Upload Template

■ If data export using the COBie Playbook method is not possible, the NCMMS

Central Office provides an Excel-based Upload Template. Contact the Region 8 NCMMS Program Office at project kickoff to confirm the project data delivery method.

■ The NCMMS Upload Template is an Excel Workbook with pre-defined information fields to be populated by the Contractor with support from the Building Manager, O&M Contractor, and NCMMS Program Office.

Contractors will not have the visibility to complete some or the required data fields and must work with the NCMMS Program Office to complete the workbook. Example Workbook Template

■ See COBie Specific-Submittals and COBie Formatted-Submittals in item #2 below for additional info required with NCMMS Upload Template.

■ Substantial Completion & Final Inspection When the project or designated portion of the 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 advise the contractor of items that prevent the project from being designated substantially complete.

■ The contractor shall provide all relevant documentation including, but not limited to:

○ As-Installed Equipment

○ Schedule As-Installed

○ Warranty Tags

Approved

○ Submittals

○ Door Schedule

○ Room Finish

Schedule

Universal Scope Requirements V3.8 – 6.30.2022 https://drive.google.com/file/d/1Io4ay0V1gfBlXb6TB96qpoRLf6cgSPtC/view?usp=sharing https://insite.gsa.gov/services-and-offices/public-buildings-service/office-of-project-delivery/opd-resources/odc-design-resources/bim?term=%22CDX%22 mailto:r8ncmms@gsa.gov https://drive.google.com/file/d/1EluJA0WNTraLlhyXqh9VgJG7CkboGxY_/view?usp=sharing

○ Hardware Schedule

○ Signage Schedule

[NCMMS

Locations must match]

○ Spare Parts Schedule

○ Warranty Certificates and Dat

○ Executed Warranties

○ Operation and Maintenance

Manuals

○ Specifications/Cut Sheets

○ Photos of installed Assets

(Nameplate, portrait view of installation).

○ Real Property Equipment Transfer Report

○ Preventative Maintenance Plans

○ Diagnostic Testing Plans

○ Repair and Replacement Plans

○ Real Property Equipment

Transfer Report

■ Asset Record Details: Refer to the NCMMS Region 8 Asset Guide for additional details on the required/conditional record information fields.

Asset Record fields include, but are not limited to:

○ Asset Type

○ Description

○ Manufacturer

○ Make

○ Model

○ Serial Number

○ Quantity

○ Location (see

Standard)

○ Installation Date

○ Expected Life (in Years)

○ Lifecycle End Date (Installation Date + Expected Life)

○ Warranty End Date

○ Purchase Price

○ Attachments (see Standard)

○ Spare Parts (see Standard)

○ Specifications (see Standard).

Design Elements

Section U – Historic Preservation

● General Historic Preservation Requirements

○ Design development and final construction documents must adhere to any conditions and processes set forth in related Section 106 correspondence or formal agreements governing the undertaking. Include applicable construction specialist qualification requirements for repair, restoration or replication of historic materials, as specified in GSA Competency Specifications for Preservation Construction Contractors in www.gsa.gov/historicpreservation.

○ Construction execution must also allow for coordination with the preservation architect responsible for the approved preservation design solutions. Allow ample time for procurement of specialized materials required for work in restoration zones and Section 106 consultation.

● Criteria Governing Survey, Analysis, Recommendations and Design

○ Services performed by the Architect-Engineer shall conform to all applicable requirements and criteria of the following laws, directives and guidelines and to the latest issuances of and changes thereto:

■ National Historic Preservation Act of 1966 (NHPA), as amended

■ ADM 1020.3 GSA Historic Preservation Procedures

Universal Scope Requirements V3.8 – 6.30.2022 https://drive.google.com/open?id=1H9Qux7-ImdmwRDysZ3kavVtgOsUWsNJt&usp=drive_fs http://www.gsa.gov/historicpreservation

■ GSA P100 Facilities Standards, provisions on Alterations to Historic Buildings for each applicable design category

■ The Secretary of the Interior’s Standards for Rehabilitation and Guidelines for the Treatment of Historic Properties

■ GSA Technical Preservation Guidelines

■ GSA Building Preservation Plan and Historic Structure Report, as available.

● Section 106 Compliance

○ Work in GSA historic buildings listed in or eligible for the National Register of Historic Places shall be consistent with the Secretary of the Interior’s Standards for Rehabilitation, applicable GSA Technical Preservation Guidelines and GSA Building Preservation Plan…

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