IA0089ZZ_Solicitation_Amend_8_-_Attachment_A_SOW_Revised_2_170227.pdf

Statement of

Work for

Architect -Engineer (A/E) Contract

PROJECT IDENTIFICATION

Project Name: Des Moines United States Courthouse

Project Number: TBD

Region: Heartland Region, Region 6

Building Name: Des Moines U.S. Courthouse

Building Address: TBD

TABLE OF CONTENTS

1 PROJECT DESCRIPTION

1.1 Project Delivery Approach

1.2 Project Goals and Objectives

1.3 Project Milestones Schedule

1.4 Project Budget

2 GENERAL REQUIREMENTS

2.1 Program of Requirements (POR)

2.1.1 Spatial Data Management (SDM)

2.2 Reference Materials

2.2.1 Applicability

2.2.2 Standards and Criteria Documents

2.3 Communications Plan

2.4 Electronic Project Management System (ePM)

2.5 Building Information Modeling (BIM)

2.6 Energy and Sustainability

2.6.1 Minimum Performance Criteria Checklist (MPC)

2.6.2 Energy Modeling and Performance

2.6.3 LEED® and SITES Certifications

2.6.4 GSA High Performance Building Tracking (gBUILD)

2.7 Risk Management

2.7.1 Climate Change Risk Management

2.7.2 Risk Management/risk registry/PDRI

2.8 Building Design Standard (BDS)

2.9 Art in Architecture (AiA)

2.10 Cost Management Requirements

2.11 Partnering

3 SCOPE OF SERVICES

3.1 Site Acquisition Stage

3.2 Pre--Design Stage

3.2.1Pre--Design Coordination

3.2.1.1 Pre-Design Program Review Meetings

3.2.1.2 Study Analysis

3.2.1.3 Courthouse Tours

3.2.2 Geotechnical Study

3.2.3 Property Survey

3.2.4 Fire Protection and Life Safety Analysis

3.2.5 Green Proving Ground Study

3.2.6 Site Context Analysis

3.2.7 Photographic Cultural Assessment

3.2.8 Interview Process

3.2.9 Workspace Programming

3.2.10 Updated Project Requirements Document

3.3 Design Concepts Phase

3.3.1 Concepts Phase Coordination

3.3.1.1 Partnering Session

3.3.1.2 Design Concept Program Review Meetings

3.3.1.3 National Environmental Policy Act Coordination

3.3.1.4 LEED® and SITES Registration and Charette

3.3.1.5 gBUILD Registration

3.3.1.6 Green Proving Ground Update

3.3.1.7 BIM Coordination and Requirements

3.3.1.8 Carbon Footprint Calculations

3.3.1.9 ePM Training

3.3.2 Cost Control Methodology

3.3.3 Design BIM analysis

3.3.3.1 4D Model

3.3.3.2 Quantity Takeoffs

3.3.3.3 Daylighting Analysis

3.3.3.4 Blast Analysis

3.3.3.5 Energy Analysis

3.3.3.6 Lighting Analysis

3.3.3.7 Acoustic Analysis

3.3.3.8 Circulation Analysis

3.3.4 Concepts Phase Commissioning

3.3.4.1 Commissioning Record Outline

3.3.4.2 Design Stage Commissioning Plan Updates

3.3.4.3 Design Stage Commissioning Coordination

3.3.4.4 Project Requirements Document

3.3.4.5 Fire Protection Certification

3.3.4.6 Design Stage Commissioning Issues Log

3.3.5 Preliminary Design Concepts Submission

3.3.5.1 Building Orientation/ Sketches

3.3.5.2 Floor Plans

3.3.5.3 Building Information Models

3.3.5.4 Design Narrative

3.3.5.5 Cost Estimate

3.3.6 Preferred Design Concept Selection

3.3.7 Design Concept Value Engineering Workshop

3.3.8 Final Design Concept Submission

3.3.8.1 Blocking, Stacking, and Circulation Diagrams

3.3.8.2 Renderings

3.3.8.3 Building Information Model

3.3.8.4 Design Narrative

3.3.8.5 Vertical Transportation Analysis

3.3.8.6 Space Plan Test Fit

3.3.8.7 Space Efficiency Report

3.3.8.8 Site Utilities

3.3.8.9 Building Enclosure System Review

3.3.8.10 Final Design Concept Review

3.3.9 Commissioners Presentation

3.4 CMc Contract Procurement

3.4.1 Pre--Proposal Conference and Site Visits

3.4.2 Offeror Questions

3.5Design Development Phase

3.5.1 Design Development Coordination

3.5.1.1 Design Development Program Review Workshop

3.5.1.2 Design Development Systems Selections Analysis

Meetings

3.5.1.3 Design Development Analyses and Calculations

3.5.1.4 Design Development Interdisciplinary Coordination

Review Meeting

3.5.1.5 Design Development BIM Requirements

3.5.2 Space Planning

3.5.2.1Space Program Update

3.5.2.2 Preliminary Space Plan

3.5.2.3 Signage and Wayfinding

3.5.2.4 Keying Schedule

3.5.2.5 Final Space Plan

3.5.3 Furniture Specifications and Selection

3.5.4 Mock-ups

3.5.4.1 Courtroom Mock-up(s)

3.5.5 Systems Testing

3.5.6 Construction Market Survey

3.5.7 Design Development Submissions

3.5.8 Design Development Reviews

3.5.9 Cost Estimates

3.5.10 Design Development Value Engineering Workshop

3.6 Construction Documents Phase

3.6.1 Construction Documents Coordination

3.6.1.1 Construction Documents Program Review Workshop

3.6.1.2 In--Progress CD Interdisciplinary Coordination Review Meeting

3.6.1.3 Building Enclosure System Integrity

3.6.1.4 Construction Documents BIM Requirements

3.6.1.5 Building Design Standards Requirements

3.6.1.6 Operations and Maintenance Planning

3.6.1.7 Audio/Visual, Security, and Telecommunications

3.6.1.8 Construction Logistics

3.6.2 Construction Documents Phase Commissioning

3.6.2.1 Commissioning Specifications

3.6.2.2 Systems Manual Outline

3.6.2.3 Design Stage Commissioning Record

3.6.2.4 Testing and Inspection Plan

3.6.2.5 Project Requirements Document – Construction

Documents Update

3.6.3 In--Progress Construction Documents Submissions

3.6.3.1 BIM Requirements

3.6.3.2 Design Specifications

3.6.3.3 BDS Requirements

3.6.3.4 In-Progress Construction Document Reviews

3.6.4 Updated Work Allocation Plan and Budget Breakdown

3.6.5 Final Space Plan Update/Confirmation

3.6.6 Pre--Final Construction Document Coordination

3.6.7 Pre-Final Construction Document Submission

3.6.7.1 BIM Requirements

3.6.7.2 Design Specifications

3.6.7.3 Draft BDS

3.6.7.4 Pre--Final Construction Document Reviews

3.6.8 Updated Work Allocation Plan and Budget Breakdown

3.6.9 GSA CAD Library Coordination

3.6.10 LEED® Design Credit Submission

3.6.11 Final Construction Document (100% Design) Submission

3.7 Construction Stage

3.7.1 Construction Start Coordination

3.7.1.1 Pre--Construction Conference

3.7.1.2 Partnering Session

3.7.1.3 Temporary Construction

3.7.1.4 Construction BIM Coordination

3.7.1.5 Groundbreaking Ceremony

3.7.1.6 Preconstruction Photographs

3.7.1.7 Schedule of Values

3.7.1.8 ePM Training

3.7.2 Construction Administration

3.7.2.1 Safety

3.7.2.2 Record Keeping

3.7.2.3 Change Requests and/or Substitutions

3.7.2.4 Submittals

3.7.2.5 Defects

3.7.2.6 Request for Information (RFI)

3.7.2.7 CMc Payment Requests

3.7.2.8 Value Engineering (VE)

3.7.2.9 Progress Meetings

3.7.2.10 Site Visits

3.7.2.11Construction Excellence Peer Reviews

3.7.2.12 Utilities

3.7.2.13 Site Improvements

3.7.2.14 Construction Schedules

3.7.3 Construction Delivery Phase BIM Requirements

3.7.4 Building Design Standards

3.7.5 Commissioning

3.7.5.1 Construction Stage Commissioning Meetings

3.7.5.2 Construction Stage Commissioning Plan Updates

3.7.5.3 Commissioning Schedule

3.7.5.4 Construction Stage Commissioning Coordination

3.7.5.5 Systems Coordination Plans

3.7.5.6 Commissioning Testing and Inspection Procedures

3.7.5.7 Commissioning Testing and Inspection

3.7.5.8 Commissioning Inspection Reports

3.7.5.9 Commissioning Certifications

3.7.5.10 Commissioning Issues Log

3.7.6 As--Built Drawings

3.8 Turnover Stage

3.8.1 Pre--Substantial Completion

3.8.2 Punch List

3.8.3 Operation and Maintenance (O&M) Manuals

3.8.4 Warranties and Certificates

3.8.5 Substantial Completion

3.8.6 Commissioning

3.8.7 Final As--Built Drawings and Specifications

3.8.8 Preparation for Occupancy

3.8.9 Tenant Occupancy Stage

3.9 Closeout Stage

3.9.1 A/E Final Record Documents

3.9.2 GSA CAD Library Coordination

3.9.3 Building Design Standards

3.9.4 Closeout Phase Commissioning Activities

3.9.5 Final Project Photographs

3.9.6 Project Awards and Certifications

3.9.7 Project Brochure

3.9.9 CMc Contract Closeout

3.9.10 Dedication Ceremony

4 ADMINISTRATION

4.1 Submission of Proposal and A/E Fee Table

4.2 Progress Reviews and Payments

4.1.1 Progress Payment Schedule

4.1.2 Monthly Progress Reports

4.1.3 Progress Review Meetings

4.1.4 Delays

4.3 Travel

4.4 Reproduction and Delivery

5. APPENDIX A: Government Reference Documents

6. APPENDIX B: Design Supporting Documents

7. APPENDIX C: Reference Documents on Web or for Purchase

1 PROJECT DESCRIPTION

This Statement of Work (SOW) is for Architectural / Engineering (A/E) services for new construction of the Des Moines United States Courthouse in Des Moines, IA.

This is a Design Excellence and Peer Review project, managed by the United States General Services Administration (GSA).

The proposed U.S. Courthouse will be constructed on a government owned site yet to be determined in Des Moines, IA. The Construction Manager as Constructor (CMc) contractor, under separate contract to the Government, shall provide a new courthouse of approximately 229,000 gross square feet consisting of approximately 140,534 usable square feet and 18,000 square feet of interior parking, plus associated service and circulation spaces. The U.S.

Courts, U.S. District and Bankruptcy Court Clerks, U.S. Probation, U. S. Pretrial Services, Federal Public Defender, U.S. Marshals Service and General Services Administration Building Manager will occupy the facility.

The space will include five (5) District Courtrooms, two (2) Magistrate Courtrooms and two (2) Bankruptcy Courtrooms and their associated supporting spaces, such as judge’s chambers, jury deliberation facilities, jury assembly and grand jury suites, holding cells, etc. In addition, the space will include one (1) 8th Circuit Court of Appeals Judges chambers, though there will not be an 8th Circuit Court of Appeals courtroom in the building. Office space will be provided for the other aforementioned tenants. The project will include 42 interior secure parking spaces.

It is anticipated that multiple bid packages will be developed, i.e., base building, tenant improvement work, security, etc. See the Summary of Tenant Agency Spaces in Appendix A Des Moines U.S. Courthouse Program

1.1 Project Delivery Approach

Site selection is currently underway and it is anticipated the site will be identified near the time of award of this contract.

The design will be comprised of a shell/core design package (warm-lit shell), a building security design package, and tenant improvement (TI) design packages for each tenant. In the spirit of an Integrated Project Delivery approach, the Government requests that the A/E provide a plan to ensure that all critical design disciplines are involved from the beginning stages of the project. This plan should be submitted within 14 calendar days of contract award.

This project will be constructed and delivered as a Construction Manager as Constructor, (CMc). During the Design Stage, and based upon the approved Design Concept, a CMc shall be contracted directly to the GSA to provide constructability, construction budget, maintainability reviews as well as other services that are identified in the body of this SOW.

The A/E is asked to actively engage the CMc as soon and as often as possible, requesting feasibility, design, constructability, and phasing reviews and input, as well as scheduling and estimating feedback.

This project will also benefit from the addition of a Construction Manager as Agent (CMa), which will be procured by, and contracted directly to the GSA. During the Design Stage, the CMa shall be brought under contract with the GSA to provide constructability and maintainability reviews, cost estimating, schedule and budget analysis, pay application analysis and other general administrative functions in aiding the GSA in the delivery of this project. The CMa will be part of the Project Delivery Team through completion of the Project.

1.2 Project Goals and Objectives

• Produce an overall design that meets the needs of the Southern District of Iowa of the United States District Courts, United States Bankruptcy Courts, U.S. Marshals Service, and the other court--related tenants.

• Produce a project that reflects the goals and objectives of the Design Excellence Program, delivering an innovative project worth peer recognition and awards, providing a holistic integrated design, providing best value to the Government and the American taxpayer, emphasizing the dignity and importance of the U.S. Courts system.

• Provide a secure and welcoming environment to the public and building tenants

• Budget- Respond to the economic climate of shrinking federal budgets. Maximize budgets through the integration of sustainability, facility management, and value engineering techniques.

• Accountability --This project is being funded through Congressional Appropriation and must show accountability and transparency of funding to Congress and the American people.

• Utilizing existing data –Feasibility Study (FS) and Programming documents and other pre-design efforts are to be provided by the Government and utilized throughout the Design Stage.

• Recognize, interface and address the current architectural fabric of the City of Des Moines.

• Consider non--monetary benefits such as aesthetics, security and safety.

• Understand, acknowledge and accept the fact that a CMc will be introduced as part of the Project Team to enhance the design process.

• Provide equal access and flexibility in the Design.

• Account for functional needs.

• Design building systems to meet current codes and performance criteria as defined in the P--100.

• Accommodate Life Safety and Security Needs.

• Provide a new courthouse that is inviting and accessible to the public.

• Facilities Management – Provide a pragmatic approach to facilities management within the project’s design and delivery. Include facilities management as part of the project as proactive, rather than reactive, response to occupancy and maintenance contracts.

• Integrate technology tools.

• Assure reliable systems and work places.

• Safety – Integrate safety into all aspects of the project. Create a project culture that is proactive to safety and delivers a project which will maintain the same culture upon occupancy.

• Team Alignment – A/E to participate in the team as a proactive member throughout the project. Foster a positive Team culture.

• Small Business Involvement – Seek and maximize small business opportunities within the Project’s delivery.

• Follow all required Security protocols as set forth in this SOW and further delineated in P--100.

• Utilize Cost Management throughout the Planning, Design and Construction Stages.

• Use Economic analysis to evaluate Design Alternatives.

• Ensure adherence to the U.S. Courts Design Guide and U.S. Courts Design Guide Repair and Alteration, current version.

• Design the project within the budgetary constraints and remain within space program requirements accounting for the ability to expand to meet the 30 year needs of the Courts program.

• Produce and deliver the design within the schedule constraints.

• Adhere to ISC security standards.

• Adhere to USMS Publication 64 standards.

• Use sustainable, maintainability and workspace philosophies when making design decisions.

• Address phasing and possible multiple bid packages for expeditious construction, mobilization, delivery and occupancy scenarios.

• Full engagement of the CMc to utilize and leverage their construction, estimating and scheduling expertise to aid in the successful execution of this project.

• Obtain LEED Gold NC and SITES Silver certifications at or before start of occupancy.

• Adhere to March 2016 P--100 Facility Standards.

• Produce all studies, reports, analyses and other outputs as identified in this SOW at a pace that expedites the schedule.

• Produce open- standard BIM data at all stages of the project that can be used downstream for facility and asset management purposes, as delineated in the GSA BIM Guide series.

1.3 Project Milestones Schedule

The GSA’s general milestone schedule is defined below, and is not indicative or representative of the entire list of anticipated A/E deliverables nor interim reviews, meetings or due dates as defined within this SOW The A/E is directed to review the milestone data and base its response / proposal per the dates indicated below. The A/E is also directed to be proactive in its notification to the GSA as quickly as possible, if, the review of the Milestone Schedule reveals dates or durations that is unattainable or would cause excessive costs or premiums in fees. The Milestone Schedule includes Design Excellence activities and milestones. A detailed project schedule can be found in the Appendix for reference. The following schedule is based on identification of the site by March 15, 2017. If there is a slippage in identification, there will be corresponding changes to the schedule noted below, beginning with activity 2.02.

ITEM MILESTONE DATE

1 A/E NTP 3/13/17

2 Design Stage

2.01 A/E Kick-off Meeting / Partnering Session 6/1/17

2.02 Conceptual Design start 8/3/17

2.03 Concept Design Preview with OCA 9/15/17

2.04 Concept Design --3 Concepts developed 10/2/17

2.05 Integrated Design Review #1 10/13/17

2.06 Initial Conceptual Design Peer Review 10/27/17

2.07 Integrated Design Review #2 12/15/17

2.08 2nd Conceptual Design Peer Review 1/15/18

2.09 Conceptual Design complete 1/22/18

2.10 Commissioner’s Presentation 2/1/18

2.11 Conceptual Design approved 2/1/18

2.12 Design Development 75% submission 5/15/18

2.13 CMc Award 01/29/18

2.14 Design Development 100% submission 8/31/18

2.15 Construction Documents start 8/31/18

2.16 Construction Documents 75% submission 12/18/18

2.17 Construction Documents 90% submission 3/18/19

2.18 Construction Documents 100% complete 5/17/19

3 Construction Stage

3.01 Construction begin (mobilization) - 03/14/19

3.02 Substantial Completion 02/15/22

3.03 Construction Excellence Peer Review 15% TBD

3.04 Construction Excellence Peer Review 60% TBD

3.05 Construction Excellence Peer Review 90% TBD

The GSA’s General Milestone Schedule is based upon the approach that design will be 100% complete before construction work begins. However, during the course of the Design Stage, it may be determined that segregated construction documentation packages could be advantageous for the Project schedule and/or budget. To facilitate this, the A/E will work in concert with the CMc to identify what components of the Project can be released ‘early’ to facilitate the early construction start.

1.4 Project Budget

The Estimated Cost of Construction at Award (ECCA) for the new construction project is approximately $105,000,000. (Exact number will be shared as soon as it is available.) This budget range includes costs for site work and construction work.

All design submissions must conform to this established budget without compromising the program for the project. See FAR Clauses 52.236-22, Design within Funding Limitations, and 52.249-8, Default (Fixed Price Supply and Service), for the GSA rights and remedies enforceable if the design exceeds the established budget.

2 GENERAL REQUIREMENTS

Requirements in this section shall apply to all project stages described in the Section 3, Scope of Services section. Some of the requirements noted in this section may be subject to award of line items in addition to the base bid.

This is a Design Excellence project, which includes a minimum of three design concept reviews, involving the A/E, and the GSA regional and national office staff, and professional private sector peers serving on behalf of the GSA.

The Contractor shall:

● Work in collaboration with the entire Project Delivery Team. Members of the Project Delivery Team include but may not be limited to:

○ Lead Designer

○ Project Architect

○ Project Manager

○ BIM Integrator

○ Security Specialist

○ Lighting Specialist

○ Telecommunications Specialist

○ IT Specialist

○ Air Blast and Vehicle Impact Engineer. Engineering Licenses (Structural) and direct experience with no less than 2 similar projects.

○ Telecommunications and IT Professional

○ MEP Engineers

○ Energy Modeling Consultant

○ Lightning Protection Specialist

○ Civil Engineer

○ Structural Engineer Engineering Licenses (Structural) with no less than 10 years of experience dealing with similar size and complexity projects.

○ Progressive Collapse Engineer (for Buildings over 3-stories) Engineering

Licenses (Structural) and direct experience with no less than 2 similar projects dealing with Alternate Path and Progressive Collapse analysis.

○ Fire Protection Engineer meeting the criteria as laid out in the P-100

○ Acoustic Designer

○ Interior Designer

○ Environmental Engineer

○ Building Enclosure Specialist

○ Maintainability Reviewer

○ Vertical Transportation Consultant

○ Landscape Architect (SITES Lead)

○ Quality Control Representative

○ LEED AP

● Ensure that the project meets applicable requirements, codes, regulations, standards.

● Establish and maintain communication and professional relationships with GSA, tenant agency representatives, and all Project Delivery Team members.

● Consult and coordinate with federal, state, regional, and local agencies as required for project approval(s).

2.1 Program of Requirements (POR)

The Contractor shall review, validate and update the POR as required by the P-100 (March 2016) and shall ensure that the work performed is in accordance with this SOW and adheres in all materials respects to the POR. The Contractor shall notify the Contracting Officer of any work, or proposed work that differs in any material respect from the POR.

2.1.1 Spatial Data Management (SDM)

The Contractor is required to use BIM to the maximum extent practicable to satisfy the requirements of the P-100. The Contractor must design to the area authorized in the approved prospectus and delineated in the POR. The area must be confirmed at each phase of design and is to be measured in accordance with the GSA National Business Space Assignment Policy dated May 2009 or current edition, including any addendums or other clarifications. Projects that exceed the congressionally authorized area will need to be redesigned.

GSA’s National Business Space Assignment Policy establishes current PBS practices for the assignment of space within the federally owned and leased inventory. It provides the methodology and information necessary for the correct assignment of space.

2.2 Reference Materials

There are two types of Reference Materials. The first type are project-specific pre-planning documents, studies, and information listed in Appendix A. The second type are the Standards and Criteria Documents.

2.2.1 Applicability

All references shall be used to measure compliance of the design and construction completion with contractual requirements. All services shall be conducted in accordance with the version of the reference document current at the time of contract award. Any conflicts or ambiguities within or among the referenced standards and criteria documents, or any deviations from requirements contained in the standards and criteria documents, shall be reported to the GSA Contracting Officer in writing, for clarification and reconciliation.

2.2.2 Standards and Criteria Documents

The project shall comply with the Facilities Standards for the Public Buildings Service (PBS-P100) and the Public Building Service Cost and Schedule Management Policy Requirements (P-120). Below is a matrix of exceptions and/or additional requirements to the P-100 and P-120 requirements. The P-100 establishes the PBS design standards and contains policy and technical criteria to be used in the programming, design, and documentation of GSA buildings. In addition to the P-100 Cost Management requirements, the P-120 provides additional cost management requirements.

P-100 establishes a baseline for facility requirements. The Statement of Work and the POR provides requirements and clarifications beyond the baseline tier level. In addition to the P-100 requirements, the project design and construction shall meet all other requirements identified in other contract references. If these requirements exceed P-100, the most stringent requirement prevails unless the CO issues a written exception. All of these requirements shall be considered minimum requirements, and may be exceeded to accomplish programmatic and functional goals for the project, including but not limited to energy performance, sustainability, or industry best practices.

Section Number / P-100 Section Title Summary of Change Section A.1 Drawing Scale Use of imperial units is subject to review and approval of a

P100 waiver, including Design Builder justification.

See the Appendix for Additional Standards and Criteria requirements.

2.3 Communications Plan

The A/E, in consultation with the balance of the Project Delivery Team as well as other stakeholders of the project, must assist the GSA in developing and complying with a project communications plan. This plan will be used and maintained throughout the project and modified as necessary to suit each project stage and phase.

The Contractor’s contractual responsibility is solely with GSA, and not to the tenant agencies, consultants, or local community & stakeholders where the Project is to be constructed. The Contractor shall direct all questions and requests regarding the SOW, schedule, and cost, to the GSA project team. Prior to contacting non-GSA agencies, including non-regional GSA personnel, Federal, State and local entities, the Contractor shall notify the GSA PM of all desired meeting agendas and/or communications. In the event that the GSA PM authorizes direct communications outside normal protocols, the GSA PM shall be copied on meeting notices, agendas, and notes.

The Communication plan will be used and maintained throughout the project and may be modified by GSA as necessary to suit each project phase. The Contractor shall respond in writing to all GSA correspondence within seven calendar days or as stipulated by the communications plan or by way of other agreement.

The Contractor will not release any oral, written or graphic information regarding this project to outside sources without obtaining prior consent from GSA. Use of project information for marketing purposes, press releases, or shareholder reports is prohibited, without prior approval from the GSA. All requests for information concerning the project will be referred to GSA’s Contracting Officer for response. Due to security aspects of the facility, release of information will be limited.

The Public Buildings Amendments of 1988 (Public Buildings Act) requires that federal agencies consult with local officials during the planning and design of federal facilities, in order to make a “positive contribution to the surrounding landscape.” Designers on federal projects shall consider local design and zoning requirements, as well as factors such as landscaping, open space, building height and massing, and aesthetic qualities of the planned development.

The Contractor, with GSA, shall meet and present to local officials to discuss the project and consider their recommendations. The project design is not subject to any formal procedural requirements or design review processes of local government, except where noted related to environmental, utility, and other site requirements. Where applicable, the Contractor shall be responsible for all submission requirements and costs.

2.4 Electronic Project Management System (ePM)

GSA uses ePM throughout the design and construction phases as a repository for all project information and as a tool to manage and monitor progress and modifications. The Contractor shall rely exclusively on ePM to post, review, access, comment on, collaborate, or otherwise submit all project information.

2.5 Building Information Modeling (BIM)

The Contractor shall utilize BIM as required by the P-100 and the GSA BIM Guide Series .

The Contractor is required to comply with BIM Guides 02 and 08 Series. The GSA BIM Guides are available at www.gsa.gov/bim.

● BIM Guide 02 - Spatial Program Validation defines how BIM shall be used to validate spatial program requirements for each phase of design and construction.

● BIM Guide 08 - Facility Management requirements (include COBie - Construction Operations Building Information Exchange and GSA’s standardized NCMMS -National Computerized Maintenance Management System).

Prior to the beginning of design documents, the Contractor shall develop and submit a BIM Execution Plan (BEP). This will be followed by a BIM kick off meeting. The Contractor shall develop the BEP with input and concurrence from the GSA project team and project stakeholders. In addition to other requirements set forth herein, the BEP shall:

a. Establish BIM requirements (i.e. visualization, Clash Detection)

b. Explain how BIM will be implemented on the project

c. Describe the BIM-related responsibilities of all project stakeholders

d. Specify the due date for each BIM deliverable (or duration)

e. BIM-based collaborative design review meetings (i.e. frequency, location)

f. Model Sharing strategy

g. BIM and COBie data updates in the construction phase

h. Project Deliverable - IFC export tools, mapping document, supplemental document

2D drawings shall be derived from the 3D BIM model and comply with the PBS CAD standards found at www.gsa.gov/cad.

The BIM deliverables shall contain site information that is properly positioned in accordance with: (a) a coordinate system in the model space; and (b) a geographic coordinate system in the real world. (Note: models that do not include site information in their primary authoring tool will not be able to export location information to IFC and will be rejected as non-compliant.)

All BIM submissions shall comply with the deliverable requirements found in P-100, section 1.10.2.5., standardized facility asset data in IFC-based (Industry Foundation Class) Building Information Models, along with the native file BIM. See P100 Appendix A.1 and the GSA BIM Guide Series for specific requirements at www.gsa.gov/bim.

The Contractor shall deliver Record BIM (As-built BIM) in accordance with As-Built Documentation specifications in P100. At a minimum, all COBie data, Operating Manuals, Training Videos and Documents, and Equipment Manuals should be linked to the BIM.

2.6 Energy & Sustainability

The Contractor shall use an integrated design process to meet or exceed the performance requirements for energy and sustainability and provide a design that will achieve the goals for the construction of a high-performing green building as set forth in the contract documents. In addition, the Contractor shall provide a design that minimizes the amount of energy needed to operate the building.

http://www.gsa.gov/bim http://www.gsa.gov/cad http://www.gsa.gov/cad

The primary performance requirements relating to energy and sustainability are found in Section

5.4 “Whole Building Energy Performance Requirements” of the P100, which provides, in pertinent part as follows: (1) the design shall comply with the Energy Policy Act (EPAct) of 2005 requirement that the predicted energy performance meets or exceeds 30% energy consumption savings as compared to ASHRAE 90.1; (2) the Contractor shall follow the ASHRAE 90.1 Appendix G- Building Performance Rating Method, which provides specific guidance on the rules and procedures to simulate building energy use; and, (3) the design shall meet 65% fossil fuel-generated energy consumption savings as compared to ASHRAE 90.1 and Appendix G thereto (note that this is different from the energy cost savings required for LEED credits).

New construction designs shall meet or exceed fossil fuel reduction requirements mandated by Section 433 of the Energy Independence and Security Act of 2007 (EISA).

If the Contractor is unable to achieve the mandate contained in EPAct, the Contractor shall provide the Contracting Officer with: (1) documentation to establish the highest level of estimated energy savings for the proposed design; and (2) documentation to establish why EPAct cannot be satisfied. To the extent the Contractor is unable to design the project to achieve the EPAct requirements, the Contractor acknowledges that the Government may decide to terminate the contractor for convenience. In such an event, the Contractor shall be entitled to costs, if any, pursuant to the termination clause.

2.6.1 Minimum Performance Criteria Checklist

As a point of reference, GSA developed a Minimum Performance Criteria (MPC) checklist to identify the specific energy targets set forth in EISA 2007, EPAct 2005, and the Guiding Principles for Sustainable Federal Buildings. In developing the design submissions, the Contractor shall comply with GSA’s MPC checklist (refer to attached appendices), and shall be prepared to articulate why certain MPC mandates, if any, cannot be met. If the Contractor has any concerns about the accuracy of GSA’s MPC, the Contractor shall notify the Contracting Officer of any apparent ambiguities, errors, discrepancies, etc. within thirty (30) days of contract award.

2.6.2 Energy Modeling and Performance

The Contractor shall develop an energy model to predict the annual energy consumption of the building. The energy model shall comply with the input and output criteria specified in the in P100. (Note that the energy model is different from the energy cost savings required for LEED credits.) The energy model shall integrate energy-related information and criteria from other sections of the scope of work that may affect energy savings. In developing the energy model, the following definitions, assumptions, and conditions shall apply:

Baseline Building: The baseline building is based on the minimum requirements set forth by ASHRAE / IESNA Standard 90.1-2013 and Appendix G thereto. (Note that this is not the Energy Cost Budget Method used by ASHRAE for standard code compliance calculations.)

Proposed Building: The building designed by the A/E.

Simulations: The simulations shall be modeled with an 8,760 hour program in accordance with ASHRAE 90.1-2013, Appendix G.

Updates: The Contractor shall calculate the annual energy usage, and Energy Use Intensity, in kBTU/GSF/year at each phase of the design process from concept submittal through final construction documents.

As-Built Conditions: During the construction phase, the Contractor shall update the energy model to as-built conditions.

Measurement and Verification (M&V): For a period of one-year following the date of Substantial Completion, the Contractor shall continue to provide actual data to GSA, the general contractor, construction manager, and others as directed by GSA in order to facilitate the M&V process. The Contractor’s primary role during this one-year period is to assist and support GSA’s separate Commissioning Authority (CXa) contractor.

Ownership: All energy models shall be U.S. Government property, in accordance with the applicable FAR and GSAR/GSAM clauses incorporated into this contract.

2.6.3 LEED® and SITES Certifications

The Contractor shall design the project to achieve, at a minimum, a Leadership in Energy and Environmental Design (LEED®) Version 4 Gold rating and a Sustainable Sites Certification Program (SITES™) Silver rating.

The Contractor shall register the project for certification with the U.S. Green Building Council (USGBC) for LEED® and SITES™. The Contractor shall pay all fees associated with registering, applying for, appealing, and otherwise obtaining LEED and SITES certification.

The Contractor shall: (1) take the lead role in coordinating all of activities of the various contractors, subcontractors, consultants, and stakeholders associated with the project in order to maximize the ability to achieve the required LEED and SITES certifications; (2) generally provide all services reasonably necessary to obtain the SITES and LEED® certification levels; (3) review, prepare, collect, and otherwise assemble all documentation needed to support the SITES and LEED® certification submission, including reviewing, analyzing, preparing, and processing any appeals relating to the denial of any credit(s).

Notwithstanding anything to the contrary, the Contractor shall not submit any documentation to USGBC without first obtaining the written approval of the Contracting Officer.

In preparing the design, the Contractor shall use its professional judgement in deciding how to best design the project to acquire enough credits to achieve the required LEED and SITES certification. That being stated, in deciding which credits to incorporate into the design, the Contractor shall also be cognizant of and take into account, among others, the overall scope and nature of the project; the goals of GSA, its tenant agency(s), and the mission of the tenant agency(s); location of the project; and the studies, analysis, and other documents included or attached to this statement of work.

The Contractor shall submit all possible credits to USGBC, even those in excess of the required certifications.

The Contractor shall maintain a complete, accurate, and updated SITES and LEED® rating checklist throughout the project and, in addition, include a copy of same at each design submission.

Within thirty (30) days of Notice to Proceed, the Contractor shall provide the Contracting Officer with a milestone schedule for various submissions required by USGBC. Those milestones might include, but not be limited to, the initial registration; various design stages; various construction stages; commissioning; and post-occupancy. The Contractor shall submit documentation to USGBC to obtain a final LEED® rating one year following Substantial Completion (as decided by the Contracting Officer).

Further information on GSA procedures for achieving LEED® certification is provided in GSA PBS LEED® Applications Guide.

2.6.4 GSA High Performance Building Tracking (gBUILD)

GSA uses an online system called gBUILD (Green Building Upgrade Information Lifecycle Database (gBUILD)) to centrally track and report sustainability information for its design and construction program.

The Contractor shall input information into gBUILD at the following four milestones: (1) Concept Design; (2) 100% Design Development, (3) 90% Construction Documents; (4) Substantial Completion. Required information for all projects includes: scope/technology details; anticipated energy and, water performance; and total/diverted tons of construction & demolition waste at substantial completion. New construction projects must also report compliance status with GSA's Minimum Performance Criteria (MPC) checklist described above (see appendices). The Contractor shall provide the Contracting Office with the name and contact information for the main gBUILD point of contact and any additional employees who will help populate project-specific information into GSA’s, gBUILD system. In addition to inputting information, the Contractor shall be able to respond to data calls issued by the Contracting Officer within a reasonable period of time.

GSA (gbuild@gsa.gov) will provide the Contractor with system instructions, training, support, and access. (Note that the Contractor’s access to gBUILD is subject to satisfying any security requirements, including HSPD-12).

2.7 Risk Management

2.7.1 Climate Change Risk Management

The P-100 Climate Change Risk Management Section has requirements pertaining to new construction, major modernization and repair and alteration projects. The GSA project team will provide the Climate Change Risk Analysis completed under separate contract.

2.7.2 Risk Management/Risk Registry/PDRI

The Contractor shall participate in risk sessions held periodically throughout the project.

The Construction Industry Institute’s Project Definition Rating Index or GSA’s Risk Assessment index shall be utilized to assess risks and opportunities for the project.

Team member participation in each session is mandatory. The Contractor shall update the POR to reflect GSA approved risk mitigation measures. These risk assessments will take place as part of Partnering sessions as defined in this contract.

2.8 Building Design Standard (BDS)

The Building Design Standards shall be completed with the final design submittal. An as-built version shall be updated at Substantial Completion. Four bound hard copies and two digital copies are required. Contractor shall develop a Building Design Standards manual that is based on the template provided by GSA.

The manual shall focus on establishing architectural significance and level of integrity retained.

A thorough identification of the defining features will inform the BDS. The background information shall also include the historical significance of the building, general building information, real estate profile, architectural era, including design and construction, and a description of the building design as originally intended.

The BDS shall be written in a printed manual as well documented in a digital format. The manual shall have standard items, such as finishes and fixtures, organized in common categories so that they can be easily referenced. This manual is to be classified into room types as well as departments, color-coded in the included floor plans. The manual will also include sketches, graphics and diagrams. The basic finishes will be listed for each room type, so that they can be quickly determined. Also, pictures or manufacturer's’ cut sheets are to be included for the more complex fabricated products, such as plumbing fixtures, custom luminaires and signage. The digital manual will include interactive floor plans, which will provide the capability to pinpoint a specific room from a larger floor plate and have that room’s respective finishes, specifications, photographs and images appear with the click of a button.

Finally, maintenance information, guidelines for replacement of all finish materials as well as installation and detailed information of new furnishings shall be included in the appendix of the manual.

The appendix will also include the Energy Star score and the LEED Scorecard, as well as summary data from the energy model. If an additional category is necessary, the list of categories shall be recommended by the Contractor and approved by the GSA project team prior to the completion of formatting.

These established design guidelines will provide the design reference to Property Managers for minor repairs and maintenance of the building exterior and interior spaces and individual elements. The BDS will create a guideline to be used in each building for future renovations, repairs and alterations.

2.9 Art in Architecture (AiA)

Per GSA AiA Policies and Procedures, the Contractor’s lead designer shall participate in the artist selection process and collaborate with selected artist(s) in the development and integration of art and the architectural and site design. Once an art concept has been determined, the GSA will revisit any potential impacts to the design fee as needed.

2.10 Cost Management

It is the responsibility of the Architect and its consultants to design to the budget of the project.

Any rework of the design due to not meeting the budget will be the responsibility of the Architect.

The A/E is to follow the guidelines as described in the P--120 (1000.6 PBS P-120, Public Buildings Service Cost and Schedule Management Policy) in producing the Cost estimates throughout the entire Project, in both format and content. It is expected for the A/E’s Cost Estimate to gain clarity and refinement as the design progresses.

Per Chapter 2, Section 2 of the P-120, this project has been assigned a Triage Tool Rating of 4 and is funded with BA 51 funds.

2.11 Partnering

As outlined in the Design Excellence Guidelines as well as in the Section 3 Scope of Services, the A/E will be required to participate in multiple partnering sessions beginning with Concept Design through Construction Completion. These partnering sessions will take place in Des Moines, IA at a location to be determined. The Architect team will be required to attend the partnering sessions.

3 SCOPE OF SERVICES

The Contractor shall perform all services described in this Scope of Services in accordance with applicable requirements and provisions set forth in the General Requirements. Some of the requirements noted in this section may be subject to exercise of contract line item(s).

3.1 Site Acquisition Stage

At this time, no services are required.

3.2 Pre--Design Stage (Base Bid)

3.2.1 Pre--Design Coordination

3.2.1.1 Pre--Design Program Review Meetings

No services are required.

3.2.1.2 Study Analysis

Recommend additional studies, surveys, and reports that may be needed to prepare the project for the design and construction stages.

3.2.1.3 Courthouse Tours

The Lead Architect shall accompany GSA and the U.S. Courts personnel to visit similar Courts projects to gather lessons learned. The site locations will be determined prior to award of the contract. The Lead Architect will be responsible for providing summary notes of the findings from these visits.

3.2.2 Geotechnical Study

Conduct a geotechnical study for the new site, including soil borings and geotechnical engineering analyses. The investigation should include analysis of seasonal water table, historic fill placement, and investigation of all underground and overhead utilities that may have to be relocated to include water, sewer, electric, gas, telecommunication, etc. If viable, design shall allow for a basement level. There may be existing geotechnical investigations of existing adjacent buildings. The A/E is to perform due diligence in acquiring these investigations to aid in their design.

3.2.3 Property Survey

The A/E is directed to conduct a site/topographic and utilities survey of the site.

3.2.4 Fire Protection and Life Safety Analysis

In the pre-design phase, the design team shall establish the applicable codes, referencing sections of building codes and regulations applicable to the project. The establishment of these codes must highlight any conflicts, which may exist between the codes and design criteria listed in this Scope of Work as they pertain specifically to this project. The codes established in the pre-design phase will be utilized and analyzed throughout the design and construction.

The A/E is directed to produce a fire protection and life safety analysis at each design submission. The analysis must list separately all fire protection features required for the project to meet the requirements and all pertinent codes and Government requirements. The analysis must include classification of construction and occupancy, rating of structural components, interior finish, required building separation or exposure protection, location of all fire rated walls, exit calculations based on NFPA 101, Life Safety Code, identification of areas to receive automatic extinguishing systems and detection systems to be provided, etc.

3.2.5 Green Proving Ground Study

The A/E is directed to review the GSA’s Green Proving Ground program information and identify technologies that can be integrated into the Project. Meet with Green Proving Ground and Sustainable Facilities Tool representatives as needed to identify appropriate technologies, either currently being tested or previously validated, which merit consideration.

Information regarding this program can be found at the following address:

https://www.gsa.gov/portal/category/102491

A brief summary report identifying opportunities will be required as a deliverable.

3.2.6 Site Context Analysis

Prepare a site plan showing land-use and transportation services within a 1 mile radius of the project site. The plan must show sources of current and projected pedestrian and vehicular traffic patterns, existing/proposed areas of commerce, and opportunities for enhancing the surrounding urban context. Identify predominant views both at the street elevation and possible upper floor levels. Perform an analysis describing local zoning, land-use, and other urban directives that will impact the design of the proposed project.

3.2.7 Photographic Cultural Assessment

Provide an electronic portfolio of significant cultural features in the project area. At a minimum, the portfolio must document buildings directly across public rights-of-way from the proposed project site, significant regional buildings, and any natural or man-made feature that could influence the design of the project. Reference all photos to a site or area plan.

3.2.8 Interview Process

No services are required.

3.2.9 Workspace Programming

GSA will provide a program document that will include the following information:

● Overall goals regarding the workplace and general space objectives

● Office and workstation dimensions

● Work groupings, relationships, and adjacencies

● Normal and Emergency electrical power including type of power, number of outlets, etc.

● Lighting levels and special requirements

● Telecommunication and data ports

● Special equipment

● Floor loading

● Window access

● Flexibility for change, expandability (growth)

● Privacy levels

● Openness, work team definitions

● Systems furniture preferences

● Existing furniture inventory

● Electronic security requirements

● Security levels affecting keying

● Signage, including text https://www.gsa.gov/portal/category/102491

● Human, vehicular and material flow patterns

● Analysis of operating functions including alternative approaches

● Special facilities and equipment

● Description of possibilities for enhanced efficiency, flexibility, and expandability

● Design systems to optimize partial/reduced occupancy loads

● Deviations between space allocation guidelines and reported requirements

The A/E shall work with the GSA to determine the appropriate level of detail required in the workspace program for each phase of the design. The Workspace program shall be complete by midpoint of the Design Development Phase. After the GSA review and approval, submit 3 bound copies of the workspace plan.

3.2.10 Updated Program of Requirements

Prepare and submit a Program of Requirements Document based on the information gained from the site geotechnical study, topographic survey, preliminary surveys, studies and analyses, maintainability analysis, and space programming. The A/E shall participate in risk assessment sessions held periodically throughout the project (at a minimum, twice during the concept development phase). The POR shall be updated each time the project team reassesses risk. After approval by the GSA, the updated POR will be incorporated into the CMc contract request for proposals.

3.3 Design Concepts Phase (Base Bid)

3.3.1 Concepts Phase Coordination

In an effort to ensure that the A/E is demonstrating an Integrated Project Team approach, the A/E must provide a quality control plan for the concept and design development phases demonstrating how all appropriate disciplines are engaged in the concept to ensure that design decisions are made in the…