HP_IDIQ_SOW_v6_(2018-06-05)Draft.docx

Historic Preservation IDIQ Solicitation: 47PL0018D9000

GSA Public Buildings Service

HISTORIC PRESERVATION (HP) IDIQ

Scope of Work

Version 6, dated: 6.05.2018

TABLE OF CONTENTS

I. GENERAL INFORMATION

A. Introduction B. Background C. Purpose of Contract D. Primary Work Site(s) E. Secondary Work Site(s)

II. SCOPE OF THE HISTORIC PRESERVATION (HP) CONTRACT

A. General Scope B. Guiding Principles of Historic Preservation C. Types of Architectural Materials D. Conservator as Consultant & Constructor (CaCC) E. Conservator as Consultant Services (CCS) F. Conservator as Constructor (CaC)

III. QUALIFICATIONS AND STANDARDS

A. Professional Qualifications Standards B. Performance of Treatment C. Consultation Standards D. Design Standards E. Construction Standards

IV. HISTORIC PRESERVATION (HP) CONTRACT ADMINISTRATION

A. Governing Criteria – Specific to Historic Preservation B. Conflict of Interest C. Preservation Contractor Facilities D. Additional Insurance – Specific to Historic Preservation E. GSA Project Management Responsibilities F. Security and Site Access Standards G. IDIQ Administration

APPENDIX A – HISTORIC PRESERVATION TERMS

I. GENERAL INFORMATION

A. Introduction This is a Historic Preservation (HP) Indefinite Delivery Indefinite Quantity (IDIQ) contract for planning and executing conservation services on historic properties. GSA intends to utilize this contract to meet recurrent conservation, repair and maintenance services in federally owned buildings managed by the Public Buildings Service (PBS). All of GSA’s listed properties are subject to the requirements of the National Historic Preservation Act and those which are approaching Historic Preservation Status by the year 2024. GSA has occasional requirements for HP type projects for federal agencies housed in leased locations (non-GSA owned) which are subject to Historic Preservation efforts.

B. Background The General Services Administration (GSA), through its Regional Historic Preservation Officers (RHPO), is entrusted with the care of Government-owned historic buildings. The conservation, preservation, restoration, and rehabilitation of these buildings are of particular interest to GSA since it has the stewardship responsibility of preserving and maintaining these properties for the benefit of future generations.

C. Purpose of Contract The purpose of this IDIQ contract is to provide flexibility in both planning and executing conservation and preservation services in order to provide essential continuity from need identification, analysis, and planning through construction completion. Based upon current industry trends in which multiple Architectural Conservators have formed preservation-based Contractor Team Arrangements (CTA) that are able to provide life-cycle architectural conservation and preservation services, this contract is based upon the GSA requirements to maintain and conserve the GSA’s historical elements in its buildings as appropriate for treatment in accordance with the Secretary of Interior’s Guidelines for the Treatment of Historic Properties. The GSA R10 is referring to this work as a new project delivery method, Conservator as Consultant & Constructor (CaCC). The Government anticipates significant benefits will be obtained by maintaining the continuity between professional conservation services through construction completion.

D. Primary Work Site(s) The primary work sites are federally owned facilities currently listed or eligible for listing on the National Register of Historic Places. Additionally, R10 has facilities which are nearing or will achieve Historic Preservation status by the year 2024. The facilities are located within the states of Washington, Oregon, Alaska, and Idaho.

E. Secondary Work Site(s) In partnership with GSA’s Rocky Mountain Region (Region 8) and Pacific Rim Region (Region 9), secondary work sites are established for federally owned and leased locations that are subject to historic preservation guidelines and those that will be determined eligible for historic listing by the year 2024. The facilities within Region 9 are located within the states of California, Arizona, Nevada, and Hawaii. The federally owned and leased facilities managed by the GSA Region 8 are located within the states of Colorado, Utah, Wyoming, North Dakota and South Dakota and Montana.

II. SCOPE OF THE HISTORIC PRESERVATION (HP) CONTRACT

A. General Scope Task Order requirements will generally follow the conservation process of assessment and then treatment. Work may be ordered for preservation, rehabilitation, restoration, or reconstruction as defined by the Secretary of the Interior standard definitions. This contract segments historic preservation into three ordering pathways. The primary pathway is the new Conservator as Consultant & Constructor (CaCC), which allows for rehabilitation, restoration and reconstruction efforts. GSA defines CaC as a project delivery method in which the conservator serves as the general contractor and engages in historic preservation efforts using design-build procedures. The second ordering pathway is the Conservator as Consultant Services (CCS), which is limited to services in support of on-site conservation work at the historic property. The third ordering pathway is the Conservator as Constructor (CaC), which is limited to the on-site conservation and preservation work.

B. Guiding Principles of Historic Preservation Prescribed treatments shall be the safest and least aggressive method so as not to compromise the original integrity of the design, following the principles of the Secretary of Interior’s Standards for the Treatment of Historic Properties and the American Institute for the Conservation of Historic and Artistic Works (AIC) Code of Ethics and Guidelines for Practice. In addition to these principles, the Preservation Contractor is responsible for providing the necessary professional services to ensure that the proposed conservation and treatment will have no adverse effects upon the aesthetic, historic, and physical integrity of the material or building.

The GSA values repair over replacement and material conservation treatments must be reversible whenever possible and cannot endanger the physical welfare or historic value of the architecture. The known character of the material should not be modified.

C. Types of Architectural Materials Task Order requirements will include the following types of Architectural Materials for conservation. Architectural materials include, but are not limited to: high, low and sunken relief sculpture, elaborate moulded cornices, ornamental entries and surrounds, stairs, handrails, paneling (stone and wood), ornamental finishes such as gold and other metal leaf, metal gilding, bronze patination, ornamental bronze (or other metals) gates and doors, elevator doors and cabs, hardware, stained glass, faux and other decorative painting, marble, terrazzo, tile, mosaic, parquet and other ornamental flooring including all architectural woodwork, and masonry such as terra cotta, brick, sandstone, limestone, concrete and granite, terrazzo, cast stone and terra cotta ornamentation, and ornamental and flat plaster. These materials represent the majority of materials anticipated to be worked with under this contract and within the primary and secondary work sites.

D. Conservator as Consultant & Constructor (CaCC) The CaCC project delivery is defined as a comprehensive delivery method unique to conservation of built structures. This delivery method allows for professional services, design and construction that adheres to the conservation process of assessment and treatment. Work anticipated to be ordered under this project delivery method includes, but is not limited to:

· Architectural conservation and preservation, repair, replacement, and minor maintenance of historically significant materials within the designated facilities;

· Exterior project work (e.g., envelope, cladding, windows, unique and custom architectural elements). Interior project work includes conveyance systems and unique, custom architectural materials in such systems, flooring, ceilings, and interior wall of different compositions. (The work may be related to or affect electrical, mechanical, fire & life-safety systems, conveyance systems, and building automation systems.)

Task Orders may be awarded using performance based requirements similar to design-build to accomplish the intended outcomes. Preservation Contractors or those firms in CTA that have a lead contractor are responsible for project management, site superintendence, subcontractor management of both related professional services and physical restoration efforts, and quality control of completed work.

Task Orders may include emergency services such as stabilization for damaged or vandalized architectural materials to ensure their safety until full conservation assessment and treatment may be performed. The objective is to provide emergency conservation service response within forty-eight (48) hours, or as needed to reduce or limit damage to threatened architectural materials or artworks in the case of a Federal building emergency where the decorative feature(s) is/are threatened by natural or man-made disaster (e.g., flood, fire, earthquake, terrorism, or civil emergency). A disaster response may be limited to a telephone consultation or may require a site response as determined by the Government.

E. Conservator as Consultant Services (CCS) Conservator Consultant Services (CCS) covers a wide variety of tasks exclusive of self-performing the conservation and preservation work including but not limited to planning, problem-solving, maintenance, training, and inspection. Task Orders may focus on the development of architectural conservation plans for specific elements related to a single facility such as surveys and assessments, testing and investigations, feasibility studies, documentation and design. Maintenance Task Orders may include the development of cyclic maintenance plans and preventive conservation program plans, and cleaning methodology. Inspection Task Orders under this contract would be for the inspection of work performed by other Government contractors not utilizing this contract. The purpose is to determine if preservation and/or conservation work was carried out in the manner specified and in accordance with the other Government contractor’s contract requirements (i.e., drawings, specifications, etc.).

F. Conservator as Constructor (CaC) Conservator as Constructor (CaC) services is limited to self-performing the conservation and preservation work. Task Orders will focus on executing the onsite work as either a follow-on task to a previously completed CCS Task Order that specifically developed the scope or as a separate and independent task when the scope does not require additional effort to define.

III. QUALIFICATIONS AND STANDARDS

A. Professional Qualifications Standards The Preservation Contractor shall provide qualified supervision, manpower, equipment and supplies necessary to perform the work specified herein. Specialized experience, skills, knowledge and capabilities based upon extensive knowledge of architectural conservation and historic preservation is required for all included labor categories and in associated execution of restoration and maintenance projects. Specifically regarding the personnel designated to provide consultation services for Architectural History, Architect and Historic Architect efforts, the Preservation Contractor is responsible for ensuring that the minimum requirements for acceptable qualifications of these labor categories are in accordance with 36 CFR Part 61 and meet the requirements of the Secretary of Interior’s Standards for the Treatment of Historic Properties and the American Institute for Conservation of Historic and Artistic Works (AIC) . The qualifications define the minimum education and experience required to perform identification, evaluation, registration and treatment activities and follow the protocols established by the Secretary of Interior’s Standards and the AIC. Additional professional areas, or levels of expertise, may be needed dependent upon the task and nature of the project. Additional requirements will be defined as needed in the Task Order Requirements.

B. Performance of Treatment The Preservation Contractor shall perform/apply treatment(s) in accordance with the approved treatment process and in keeping with sound conservation practices including those of the AIC and the Secretary of Interior’s Standards. The Preservation Contractor will maintain the artistic, historic, and physical integrity of the architectural materials, artwork, and their associated parts. Techniques shall actually conserve the artwork or building component and not contribute to its continuing deterioration.

· The treatment shall conform to the Secretary of the Interior’s Standards. Untested or unproven treatments and techniques will not be used without full explanation and discussion of pros and cons with the RHPO and the Regional Fine Arts Officer (RFAO).

· Treatments may include but are not limited to: cleaning, polishing, repointing, stabilizing, transporting materials, performing conservation and preservation services, performing non-destructive and destructive investigation, laboratory analysis, paint and chemical analysis, and modernizations.

· The Preservation Contractor may also be tasked with protection of architectural materials during construction, renovation, or modernization projects. In this capacity, the Preservation Contractor will be expected to provide design and oversight services for the installation of the required protection including monitoring devices, if needed. The Preservation Contractor shall be responsible for removing said protection when it is no longer required.

C. Consultation Standards

1. Competency. The Preservation Contractor shall perform consulting services only in the areas of their competence and shall only undertake Task Orders when qualified by education or experience. They may undertake Task Orders outside of their fields of competence to the extent that their services are restricted to those aspects of the Task Order in which they are qualified and to the extent that other aspects of the Task Order will be performed by registered or otherwise qualified associates, consultants or employees under their direction and control. The Preservation Contractor shall affix their signature and professional seal(s) if applicable to all documents (i.e., reports, drawings, etc.) they produce and not on documents that are not prepared under their direction and control.

2. Integrity. The Preservation Contractor shall be objective and truthful in professional reports, statements, or testimony. They shall include all relevant and pertinent information in such reports, statements or testimony.

3. Conflicts of Interest. The Preservation Contractor shall disclose all known or potential conflicts of interest to the Government by promptly informing them of any business association, interest, or other circumstances which could influence or appear to influence their judgment of the quality of their services.

D. Design Standards

1. Responsibility of Design. Task Order projects that include Preservation Contractor furnished design and/or engineering efforts bear the responsibility for design. Any construction deficiencies not in compliance with the approved design documents shall be corrected to meet the approved design documents. The Preservation Contractor shall be responsible for correcting any design deficiencies and correcting any installed work that does not comply with the design documents at no additional cost to the Government.

2. Design Requirements. Design consultants (i.e., architects and engineers (A/E)) initially submitted as part of the IDIQ contract proposal, if required, are expected to be first tier subcontractors to the Preservation Contractor throughout the life of the IDIQ contract. Design firms shall have current licenses for each state in which the design efforts are proposed. In the event that the Preservation Contractor needs to replace the proposed A/E subconsultants, they shall be preapproved separate from any RFP activities and be evaluated against the same requirements of the initial contract award.

E. Construction Standards

1. Superintendent. The Preservation Contractor is responsible for project superintendence for each Task Order contract.

2. Subcontractor Management. The Preservation Contractor is expected to develop and maintain multiple qualified subcontractor relationships with subcontract firms based upon the typical architectural materials for the GSA portfolio. Subsequent competition among subcontract firms in the local areas may be required, dependent upon the requirements of the project, project location and availability of qualified tradecrafts.

3. Sustainable Preservation and Construction. Sustainable preservation treatments shall be used as appropriate. GSA has adopted a robust approach to sustainable construction through the designation of “Key Sustainable Products” (KSP). In consideration of the historic nature of the architectural materials and contract objective to focus on preservation over rehabilitation, rehabilitation over restoration and restoration over reconstruction, the specification for KSP products to be utilized in various treatments will be determined on a case by case basis with the Secretary of the Interior's Standards for Historic Preservation taking precedence over the KSP policies. Historic preservation is in and of itself a sustainable practice.

4. Pre-performance Expectations. Each Task Order requirement will define what deliverables are needed for both the assessment and treatment phases. Acceptance and approval of pre-performance submittals does not waive the Government’s rights related to the intended outcome of the project.

5. Changes. The Preservation Contractor is expected to manage design, engineering or subcontractor requests for contract changes in accordance with the terms and conditions of the changes clauses. Subcontractor requests for changes will be evaluated for merit and rationale by the Preservation Contractor before being submitted to the Government. At no time will the Government directly engage or negotiate with a subcontract firm.

6. Inspection by the Government. GSA reserves the right to inspect the Preservation Contractor’s work. Inspections will not constitute acceptance of installed work. Installed work at less than acceptable quality levels as agreed to per each Task Order may require re-work or modification to the Task Order or return consideration for the acceptance of lower quality work. The inspection process does not allow or authorize any changes to the Task Order SOW, design documents, schedule or price unless processed by supplemental agreement (modification) to the contract.

7. Warranty of Construction. The one year warranty of construction will begin the day following the Construction Completion Date and will be in place for 365 days. All final project deliverables(e.g., as-built drawings, excess materials, administrative records, etc.) are due within 30 calendar days of CCD.

8. Warranty of Products. The Government will retain all rights to commercial warranties of installed products for the minimum period of time provided by industry. Occasionally the GSA may require warranties for a longer term than that offered, requirements for extended product warranties will be stated in each Task Order.

IV. HISTORIC PRESERVATION (HP) CONTRACT ADMINISTRATION

A. GOVERNING CRITERIA – Specific to Historic Preservation The work efforts to be ordered under the contract are subject to the following governing criteria. Additional standards and requirements will be specified in the Task Order requirements documents.

1. The AIC Code of Ethics and Standards of Practice as adopted May 31, 1979, and amended May 24, 1985, revised August 1994. www.conservation-us.org/ethics

2. The Secretary of the Interior's Standards for the Treatment of Historic Properties The Secretary of the Interior's Standards for the Treatment of Historic Properties, 1995]

3. GSA Fine Arts Policies and Procedures https://www.gsa.gov/real-estate/design-construction/art-in-architecture-fine-arts/fine-arts/fine-arts-program-library

4. GSA Historic Preservation Policies and Procedures, Technical Briefs, Building Preservation Plans. https://www.gsa.gov/real-estate/historic-preservation/historic-preservation-policy-tools-resources

B. Conflict of Interest The architectural materials preservationists shall not represent any artists, galleries, dealers, artist’s estates, artist’s representatives or vendors of proprietary products or technical services, nor individual or entity which stocks a collection of artworks.

C. Preservation Contractor Facilities Due to the critical nature of the work to be performed under this contract, the Preservation Contractor must have appropriate facilities to perform services. The Government reserves the right to inspect the Preservation Contractor’s facility during the proposal evaluation phase of the procurement and during project execution.

D. Additional Insurance – Specific to Historic Preservation In addition to the commercial liability insurance requirements stated in the Agreement [the Contract]. Task Orders may require additional insurance specific to historical preservation and conservation efforts. As an example, for Task Orders which include artwork, the Preservation Contractor will be required to maintain fair market value loss, theft, and damage insurance on all Federal Government artworks in transit to and from the federal facility, during treatment or protective storage at the Preservation Contractor’s approved site. This coverage shall be based upon the guidelines in the GSA Fine Arts Desk Guide. Another example would be for Task Orders that require design services (i.e., architecture and/or engineering), the Preservation Contractor will be required to have professional liability insurance.

E. GSA Project Management Responsibilities

1. Project Manager Authority. The GSA designated Project Manager is responsible for the planning, execution and delivery of the project on behalf of GSA. This includes projects that are delivered solely for GSA’s benefit and those that are tenant improvements for other federal agencies.

2. GSA Resources and Responsibility. GSA assigns project teams to include Project Managers’, Planner/Estimators’, and Contracting Officers / Specialists tailored to each project. Additional GSA resources include subject matter experts such as Fire/Life Safety, Occupational Safety and Health, Electrical, Mechanical and Structural Engineering. GSA reserves the right to hire third party resources as necessitated by each Task Order. Typical third party resources include Hazardous Materials Abatement/Air Monitoring and Inspection services. Only the GSA Contracting Officer (CO) and delegated Contracting Officer Representative (COR) are authorized to direct or initiate changes to the Task Order.

3. Project Planning. GSA plans projects up to several years in advance of when the work is due. However GSA client projects may be planned and developed in shorter periods of time. The HP IDIQ is designed to allow flexibility to GSA to meet the needs of the agencies by use of multiple Task Order pathways which will achieve the targeted project outcomes to include quality, budget, and schedule.

4. Post Award Coordination. Post Task Order Award coordination will be scheduled by GSA to begin immediately following Task Order award. As a standard practice, the Preservation Contractor needs to provide verification of payment and performance bonds (when required) within 14 calendar days following date of Notice to Proceed (NTP) when construction work is included in the Task Order. Pre-construction conferences for each Task Order will be scheduled by the GSA project team and attendance, in person, by the Preservation Contractor is expected.

5. Design. Upon receipt of design documentation GSA will initiate a technical review of the documents. The objective of the technical review is to assess the proposed design and/or engineering solutions to the requirements established in each Task Order. GSA may use its own personnel to review design and/or engineering documents and reserves the right to utilize third party reviewers.

6. Acceptance of design documents does not warrant approval of the deliverables or approval of construction. GSA’s acceptance of the design documents will only be provided at 100% completion of the effort. Acceptance of design documents does not relieve the Preservation Contractor of any responsibilities related to design deficiencies in design and/or engineering deliverables it has produced. The Preservation Contractor remains liable for any design deficiencies, errors or omissions prepared and provided to a Task Order project.

7. Construction. Required submittals for construction projects will be identified with each Task Order project. Submittal requirements will be scaled to the scope and magnitude of each project and will reflect the project delivery method. Simple construction efforts may include minimal submittals in the scope of work, more complex design/build efforts may required the development of construction documents (i.e., drawings, specifications, etc.).

8. Quality. The Preservation Contractor is responsible for identifying and implementing the necessary tests, inspections, procedures, etc. in accordance with the accepted Quality Control Plan (QCP)to ensure the onsite work is free from defects and deficiencies and complies with the accepted requirements. GSA reserves the right to conduct its own tests, inspections, procedures, etc. as a means to verify the efficacy of the QCP.

9. Warranty Calls. The Preservation Contractor is expected to respond to the GSA within 48 hours to any issued warranty call for work completed under the HP IDIQ. Warranty calls for installed work or materials may be made by the original Project Manager, Contracting Officer, or the Property Manager of the facility. Warranty call site visits will be made at no additional expense to the Government.

10. Progress Meetings. The schedule for progress meetings will be established for each Task Order and will reflect the project delivery method for the project and overall magnitude of the project. Design and Construction progress meetings scheduling, facilitation, and documentation of are the responsibility of the Preservation Contractor. GSA may elect to schedule separate GSA meetings at its own discretion. GSA directed meetings will be managed by GSA directly and may include the multiple GSA parties, third party inspectors and other federal agencies.

F. Security and Site Access Standards

1. Security Overview. Federal facilities, both GSA owned facilities and leased locations are subject to Homeland Security Presidential Directive 12 (HSPD-12). HSPD-12 outlines the procedures and standards for granting access to secure facilities. This process is separate from issuance of badges and/or keys to access site specific project space. Security clearances are required for all Preservation Contractor personnel, whether employed by the Preservation Contractor directly or by an associated subcontractor. Each task order will provide current security clearance requirements and any unique requirements specific to the facility.

2. GSA may, or may not be, notified of personnel denied a security clearance. It is the responsibility of the Preservation Contractor to manage the security clearance process and procedures with its own personnel and subcontractors to deliver the project in accordance with the terms and conditions of the IDIQ contract and each subsequent Task Order.

3. Site Access Overview. Access to federal facilities is managed by the Property Management Office for each facility. The PMO will provide site specific access procedures for each location. Each task order will address building specific and current security procedures in place at the time of the development of the scope of work.

4. Exterior Projects. Construction projects completed outside of the federal facility require security clearances and issuance of badging and issuance of physical keys as applicable.

5. Availability of laydown space. The Preservation Contractor is responsible for the safe storage of any materials and equipment on an interior or exterior site. Site specific interior space for laydown of materials, storage, waste management, and Preservation Contractor led project meetings are limited and dependent upon each project site. The PMO for each site will provide information, via the Project Manager to what space is available, the size and location of the space and ability to secure the area. Access to loading docks, service elevators, and rooftops is managed by the GSA PMO. GSA contracts Operations and Maintenance of federal facilities and may utilize those firms as resources in managing site access. GSA reserves the right to inspect material storage held by the Preservation Contractor prior to the installation, restoration or repair of the work.

6. Construction Material Management (parking, dock access). GSA will provide information about available space for construction material management in each Task Order and tentative locations will be available for viewing during the site visit in the TO RFP process.

7. Emergency Procedures. Unless other stated otherwise in the task order, in case of emergencies related to life, health, safety, and/or security occurring on the site during normal business hours (i.e., 7:00 am to 4:30 pm), the Preservation Contractor will immediately notify the primary GSA Project Manager and Property Manager by phone with will send a follow-up message by email. The Preservation Contractor shall state the nature of the emergency, actions undertaken by the Preservation Contractor to remedy the situation, and relevant information regarding the nature of the emergency. Emergencies occurring after GSA operating hours will include the above plus notification to the after hours dispatch call line specified by the GSA Project Manager. The Preservation Contractor is required to provide an after action report to the GSA Project Manager and Property Manager within 48 hours of any incidents. The after action report will provide a summary of the event, the root cause and steps to be implemented by the Preservation Contractor to prevent recurrence. The Government is not responsible for any accidents or emergencies caused or created by the Preservation Contractor or any associated subcontract firms.

– END OF SCOPE OF WORK –

APPENDIX A – HISTORIC PRESERVATION TERMS

Conservation: encompasses actions taken toward the long-term preservation of cultural property and includes examination, documentation, treatment, and preventative care supported by research and education

Preservation: act or process of applying measures necessary to sustain the existing form, integrity, and materials of an historic property. Work, including preliminary measures to protect and stabilize the property, generally focuses upon the ongoing maintenance and repair of historic materials and features rather than extensive replacement and new construction. The Preservation Standards require retention of the greatest amount of historic fabric along with the building’s historic form.

Reconstruction: act or process of depicting, by means of new construction, the form, features, and detailing of a non-surviving site, landscape, building, structure, or object for the purpose of replicating its appearance at a specific period of time and in its historic location. The Reconstruction Standards establish a limited framework for recreating a vanished or non-surviving building with new materials, primarily for interpretive purposes.

Rehabilitation: act or process of making possible a compatible use for a property through repair, alterations, and additions while preserving those portions or features which convey its historical, cultural, or architectural values. The Rehabilitation Standards acknowledge the need to alter or add to a historic building to meet continuing or new uses while retaining the building’s historic character.

Restoration: act or process of accurately depicting the form, features, and character of a property as it appeared at a particular period of time by means of the removal of features from other periods in its history and reconstruction of missing features from the restoration period. The Restoration Standards allow for the depiction of a building at a particular time in its history by preserving materials, features, finishes, and spaces from its period of significance and removing those from other periods.

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