DMCH_CMc_Solicitation_Amend_5_Division_1_Specifications_180327.pdf

Des Moines Federal Courthouse Des Moines, IA PCN NIA00003

Summary 011000 - 1

SECTION 011000 – SUMMARY

PART 1 - GENERAL

1.1 PROJECT INFORMATION

A. Project Name and Location:

Des Moines Federal Courthouse Address TBD Des Moines, IA

B. Project Summary Description:

The General Services Administration (GSA) intends to construct a new U.S. Courthouse in Des Moines Iowa. The planned project delivery method is Construction Manager as Constructor (CMc). The CMc contractor shall provide a new courthouse on a government-owned site in Des Moines Iowa and will be approximately 229,000 gross square feet, including 42 inside parking spaces, in Des Moines, Iowa. The United States District Court, United States Bankruptcy Court, United States Probation And Pretrial Services, United States Marshals Service and General Services Administration will occupy the facility. The space will include 5 District Courtrooms, 2 Magistrate Courtrooms and 2 Bankruptcy Courtrooms and their associated supporting spaces, such as judge's chambers, jury deliberation facilities, jury assembly, grand jury suites, holding cells, etc.

Office space will be provided for the other aforementioned tenants.

C. Architect: The term Architect refers to the project designer. The Architect's status relative to the construction will be stated in writing by the Contracting Officer prior to the pre-construction conference. The project will be designed by:

Lead Designer: Mack Scogin Merrill Elam Architects

Architect of Record (contract holder): Neumann Monson Architects

D. Project Delivery Method: Construction Manager as Constructor (CMc)

E. Other Key Consultants:

1. Mechanical/Electrical/Plumbing Designer: MODUS Engineering and Sustainable

Design

2. Structural: Raker Rhodes Engineering

F.

G. See Statement of Work (SOW) and GSA’s Partnering with the Public Building Service Policy dated March 5, 2014.

H.

I. The Contracting Officer for the project is: Michael Flanigan (Michael.flangigan@gsa.gov)

Summary 011000 - 2

1.2 WORK SEQUENCE

1. See Statement of Work (SOW). It is the intention of the Government and design team that design packages will be issued in sequence to allow for construction start prior to 100% design complete. The CMc will be instrumental in working with the project team in determining the scope and timing of these packages.

1.3 WORK BY OTHER CONTRACTORS

A. The Contractor shall cooperate with other contractors performing related work, including providing labor, materials and other costs necessary to satisfactorily coordinate the Contract work with work performed under other contracts.

1.4 SCHEDULE OF GOVERNMENT-FURNISHED PROPERTY

A. The project includes the following Government furnished property to be installed by the Contractor. The contractor shall advise GSA at least 30 days in advance of when the property should be delivered.

1. Government Furnished Property (GFP) may be identified as part of the design phase effort.

PART 2 - PRODUCTS (Not Applicable)

PART 3 - EXECUTION (Not Applicable)

END OF SECTION 011000

Work Restrictions 011400 - 1

SECTION 011400 - WORK RESTRICTIONS

1.1 CONTRACTOR USE OF PREMISES

A. The Contractor shall develop a site plan prior to mobilization to layout project offices, service entrances, visitor entrances, laydown area, parking etc. This must be submitted and approved by the Contracting Officer.

B. The Contractor will review and document the existing conditions surrounding the project premises. Provide documentation to the Government prior to the commencement of any construction activity.

C. During the construction period, the Contractor shall have full use of the designated premises for construction operations, including full use of the indicated work site, limited only by the Government's right to perform work or retain other contractors to perform work on portions of the project.

1. Confine operations at the site to areas indicated. Do not disturb portions of the site beyond the areas in which Work is indicated.

2. Schedule deliveries to minimize space and time requirements for storage of material and equipment on site.

3. Pollution producing equipment shall not be located near air intakes where airborne smoke or fumes could be drawn into the building. When not required for powering unloading operations, turn off engines when docked.

4. Smoking is not permitted in or around the building, see Facilities Management Regulation (FMR) Case 2008-102—3. Also see Code of Federal Regulations (CFR) 41 CFR Part 102-74.

5. Cell Phones: Contractor is to provide company cell phone during this contract. All cell phones to be “on vibrate” after beneficial occupancy of the building.

1.2 GOVERNMENT OCCUPANCY

A. The Government reserves the right to occupy, place, and install equipment in completed areas of the building prior to Substantial Completion, provided such occupancy does not interfere with completion of the Work. The Government's installation of equipment and partial occupancy shall not constitute acceptance of the total Work.

1. Prior to partial Government occupancy, mechanical and electrical systems for the building shall be fully operational, and required inspections and tests shall be successfully completed. Upon occupancy, the Government will operate and maintain mechanical and electrical systems serving the occupied portions of the building.

2. Upon occupancy, the Government will assume responsibility for maintenance and custodial service for the occupied portions of the building.

PART 2 - PRODUCTS (Not Applicable)

Work Restrictions 011400 - 2

PART 3 - EXECUTION (Not Applicable)

END OF SECTION 011400

Allowances 012100 - 1

SECTION 012100 - ALLOWANCES

1.1 RELATED DOCUMENTS

A. The Government is providing the references included in this sub-section for information purposes only and is not intended to provide a comprehensive, all-inclusive list of any and all potentially relevant portions of the Contract Documents. Drawings and general provisions of the Contract, including Federal Acquisition Regulations (FAR) and General Services Administration Acquisition Regulations (GSAR) contract clauses, and other Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. Section includes administrative and procedural requirements governing allowances.

1. Certain items are described in the Program of Requirements as allowance items. The purpose of allowance items is to defer selection of actual products and systems to a later date when direction will be provided to the Contractor. The Contracting Officer will issue Modifications to incorporate allowance items in the Work after actual products and systems have been determined.

B. Types of allowance items may include the following :

1. Lump-sum allowance items.

2. Unit-price allowance items.

3. Quantity allowance items.

1.3 SELECTION AND PURCHASE

A. At the earliest practical date after award of the Contract, advise the Contracting Officer of the date when final selection and purchase of each product or system described by an allowance item must be completed to avoid delaying the Work. Allowances must be included in all schedule submissions

1.4 ACTION SUBMITTALS

A. Submit proposals for products or systems described by allowance items in the form specified for Change Orders.

1.5 INFORMATIONAL SUBMITTALS

A. Submit copies of invoices or delivery slips to show actual quantities of materials delivered to the site for use in fulfillment of each unit-price and quantity allowance item.

B. Coordinate and process submittals for allowance items in same manner as for other portions of the Work.

Allowances 012100 - 2

1.6 COORDINATION

A. Coordinate allowance items with other portions of the Work. Furnish templates as required to coordinate installation.

B. Modifications based on an allowance item shall include cost to Contractor of specific products and systems selected by the contracting officer under allowance and shall include taxes, freight, delivery to Project site, Contractor's costs for receiving and handling at Project site, labor, installation, overhead, and profit.

1. If requested by the contracting officer, purchase additional quantities under unit-price or quantity allowances and prepare unused material for storage by Contracting officer.

Deliver unused material to Contracting officer's storage space as directed.

1.7 ADJUSTMENT OF ALLOWANCE ITEMS

A. Modifications to an allowance item shall comply with the changes clauses and any other contract modifications procedures found in the Contract Documents.

B. Contracting officer reserves the right to establish the quantity of work-in-place by independent quantity survey, measure, or count.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 EXAMINATION

A. Examine products covered by an allowance item promptly on delivery for damage or defects.

Return damaged or defective products to manufacturer for replacement.

3.2 PREPARATION

A. Coordinate materials and their installation for each allowance item with related materials and installations to ensure that each allowance item is completely integrated and interfaced with related work.

3.3 SCHEDULE OF ALLOWANCE ITEMS

A. Allowance Item No. 01: Lump Sum Allowance (not to exceed) for exterior structures such as landscaping walls, control booth/guard shack, and five (5) vehicle barricades, shall be solid and integrated with its context and constructed of materials suitable to the overall building aesthetic.

Carry an allowance of $750,000 for such items

B. Allowance Item No. 02: Lump Sum Allowance (not to exceed) for Independent Testing Agency as referenced in Specification Sections: 014000 – Quality Assurance & Control Requirements, 014025 – Quality Control Testing for Air Barrier Systems, and 014100 – Structural Testing Laboratory Services. Testing/inspections included in this allowance: soil

Allowances 012100 - 3 compaction/density/proctor testing, auger cast pile testing, structural steel welding and bolted connections testing, concrete reinforcing steel inspections, concrete compressive strength testing, floor flatness testing, fire proofing thickness and density testing, roofing inspections, elevator inspections, arc flash testing, curtainwall laboratory mockup testing, and air barrier envelope testing. Carry an allowance of $600,000 for such items.

END OF SECTION 012100

Options 012300 - 1

SECTION 012400 – OPTIONS

1.1 SUMMARY

A. “Option” means a unilateral right in a contract by which, for a specified time, the Government may elect to purchase additional scope of work, products, materials, equipment, systems or installation methods described in the Contract Documents.

B. The amount for an option is the total adjustment from the Base Bid to incorporate the option work into the project.

C. Option work shall include miscellaneous devices, accessory objects and similar items incidental to or required for a complete installation, whether or not mentioned as part of the option description.

D. As part of the base bid Design Phase Services, the Contractor will have the responsibility, working with the project team, to ensure the design remains within the GMP stated as part of Option No. 1 listed below.

PART 2 - PRODUCTS (Not Applicable)

PART 3 - EXECUTION

3.1 SCHEDULE OF OPTIONS

A. Option No. 1: The Contractor is to provide a Guaranteed Maximum Price for the Construction Phase services described in the Program or Requirements document dated February 2, 2018. It is not anticipated that this option will be awarded in conjunction with the base bid proposal, but will be exercised as the design progresses and prior to Notice to Proceed of the construction work package(s).

END OF SECTION 012400

Substitution Procedures 012500-1

SECTION 012500 - SUBSTITUTION PROCEDURES

1.1 RELATED DOCUMENTS

A. The Government is providing the references included in this sub-section for information purposes only and is not intended to provide a comprehensive, all-inclusive list of any and all potentially relevant portions of the Contract Documents. Drawings and general provisions of the Contract and other Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. Section includes administrative and procedural requirements for substitutions.

B. Related Sections:

1. Division012100 Section "Allowances" for products selected under an allowance.

2. Division 012400 Section “Options” for products selected under an option.

3. Division016000 Section "Product Requirements" for requirements for submitting comparable product submittals for products by listed manufacturers.

4. Divisions02 through 49 Sections (will be included as design progresses) for specific requirements and limitations for substitutions.

1.3 DEFINITIONS

A. Substitutions: Proposed changes to the Contract Documents by the Contractor for products, materials, equipment, and methods of construction.

1. Substitutions for Cause: Changes proposed by Contractor that are required due to changed Project conditions, such as unavailability of product, regulatory changes, or unavailability of required warranty terms

2. Substitutions for Convenience: Changes proposed by Contractor or Owner that are not required in order to meet other Project requirements but may offer advantage to Contractor or Owner

1.4 SUBMITTALS for Cause or Convenience:

A. Substitution Requests: Per Submittal Procedures Section 013300 submit electronic copies through ePM of each request for consideration. Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles.

1. Substitution Request Form: All pertinent information shall be included in the Contractor provided form.

2. Documentation: Show compliance with requirements for substitutions and the following, as applicable:

a. Coordination information, including a list of changes or modifications needed to other parts of the Work and to construction performed by the Government and separate contractors that will be necessary to accommodate proposed substitution.

b. Detailed comparison of significant qualities of proposed substitution with those of the Work specified. Include annotated copy of applicable specification section.

Significant qualities may include attributes such as performance, weight, size, durability, visual effect, sustainable design characteristics, energy and resource performance goals, warranties, and specific features and requirements indicated.

Indicate deviations, if any, from the Work specified.

c. Product Data, including drawings and descriptions of products and fabrication and installation procedures.

d. Samples, where applicable or requested.

e. Certificates and qualification data, where applicable or requested.

f. List of similar installations for completed projects with project name, location and contact information of owner and architect/engineer of record.

g. Material test reports from a qualified testing agency indicating and interpreting test results for compliance with requirements indicated.

h. Research reports evidencing compliance with building code in effect for project, when applicable for the proposed substitution.

i. Detailed comparison of Contractor's construction schedule using proposed substitution with products specified for the Work. If specified product or method of construction cannot be provided within the Contract Time, include letter from manufacturer, on manufacturer's letterhead, stating date of receipt of purchase order, lack of availability, or delays in delivery. Provide a schedule fragnet with a time impact analysis to allow the Government to consider the proposed substitution.

j. Cost information, including a proposal of change, if any, in the Contract Sum.

k. Proposed substitution complies with requirements in the Contract Documents except as indicated in substitution request, is compatible with related materials, and is appropriate for applications indicated.

l. The Contracting Officer may require the Contractor to provide a contractor's waiver of rights to additional payment or time that may subsequently become necessary because of failure of proposed substitution to produce indicated results.

3. The Contracting Officer or Contracting Officer’s Representative (CO) or (COR) Action: If necessary, the Contracting Officer or COR will request additional information or documentation for evaluation. The Contractor shall be entitled to receive notice of action on submittals within a reasonable time, given the volume or complexity of the submittals and the criticality of the affected activities to Substantial Completion as may be indicated in the Project Schedule.

1.5 Failure by the government to respond does not constitute acceptance of the proposed substitution.

1.6 QUALITY ASSURANCE

A. Compatibility of Substitutions: Investigate and document compatibility of proposed substitution with related products and materials. Engage qualified testing agency to perform compatibility tests recommended by manufacturers.

1.7 PROCEDURES

A. Coordination: Modify or adjust affected work as necessary to integrate work of the approved substitutions.

PART 2 - PRODUCTS

2.1 SUBSTITUTIONS

A. Substitutions for Cause: Submit requests for substitution immediately upon discovery of need for change, but not later than 21 calendar days prior to time required for preparation and review of related submittals.

1. Conditions: The Contracting Officer (CO) will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, the Contracting Officer (CO) will return requests without action, except to record noncompliance with these requirements:

a. Requested substitution is consistent with the Contract Documents and will produce indicated results.

b. Substitution request is fully documented and properly submitted.

c. If requested substitution involves schedule impact Contractor has identified time impact and a mitigation plan. .

d. Requested substitution has received necessary approvals of authorities having jurisdiction.

e. Requested substitution is compatible with other portions of the Work.

f. Requested substitution has been coordinated with other portions of the Work.

g. Requested substitution provides specified warranty.

h. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

B. Substitutions for Convenience: The Contracting Officer (CO) will consider requests for substitution if received within in the design phase prior to Notice to Proceed for respective construction packages. Requests received after that time may be considered or rejected at discretion of the Contracting Officer (CO) or the Contracting Officer Representative (COR).

1. Conditions: The Contracting Officer will consider Contractor's request for substitution when the following conditions are satisfied.

a. Requested substitution offers the Government a substantial advantage in cost, time, energy conservation, or other considerations, after deducting additional obligations the Government incurs..

b. Requested substitution does not require extensive revisions to the Contract Documents.

c. Requested substitution is consistent with the Contract Documents and will produce indicated results.

d. Substitution request is fully documented and properly submitted.

If requested substitution involves schedule impact Contractor has identified time impact and a mitigation plan.

e. Requested substitution has received necessary approvals of authorities having jurisdiction.

f. Requested substitution is compatible with other portions of the Work.

g. Requested substitution has been coordinated with other portions of the Work.

h. Requested substitution provides specified warranty.

i. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

PART 3 EXECUTION (Not Used)

END OF SECTION 012500

Payment Procedures 012900 - 1

SECTION 012900 - PAYMENT PROCEDURES

1.1 SUMMARY

A. This Section specifies administrative and procedural requirements necessary to prepare and to process Requests for Payment.

1.2 DEFINITIONS

A. Schedule of Values: A detailed written statement (masterformat/uniformat) furnished by the Contractor outlining the portions of the contract sum, which allocates values (price & percentage) for the various parts of the work and used as the basis for payment application and reviewing progress payments. The Agreement provides further details.

B. Request for Payment: A contractor’s invoice and request for progress payment with substantiating information consistent with approved schedule of values.

C. Open Book Accounting: Refer to CMc Delivery Method Clause.

1.3 SCHEDULE OF VALUES

1. Coordination: Submit completed Schedule of Values no later than [14] calendar days prior to anticipated Notice to Proceed. Refer to Specification Section 013110 Scheduling section for more information on cost loaded schedules.

2. Schedules for Phased Work: Where the work is separated into phases, provide Schedules showing values correlated with each phase using the standard format referenced below.

A. Format and Content: Contractor shall be responsible to complete the GSA Schedule of Values Workbook and compile the values into electronic Project Management (ePM) System. Contractor will enter values into workbook prior to ePM input and provide associated electronic baseline copy to contracting officer for record. Contractor will follow guidelines in the Schedule of Values workbook to support ePM upload.

1. Identification: Complete the following Project Identification fields in the Schedule of Values:

a. Project Name

b. Project Number

c. Project Location, City, State

d. Base Contract Number

e. Task Order Number

f. Modification Number

g. GSA Project Manager

h. Contractor's Name and contact information

i. Date of submittal

2. Provide a breakdown of the Contract Sum in enough detail to facilitate continued evaluation of Requests for Payment and progress reports.

a. Work activity – (by division or specific work activity)

b. Dollar value of each specific work activity – both with an amount in dollars and whole cents, and as a percentage of the Contract Sum to nearest one-hundredth percent.

Adjust the amounts to total to the Contract Sum and the percentages to total 100 percent.

Payment Procedures 012900 - 2

c. Each item in the schedule of values and Requests for Payment shall be complete.

Include total cost and proportionate share of general overhead and profit for each item.

(i.e. no stand alone item for Overhead, and Profit)

d. Modifications that affect value.

e. Update affected work branches and subordinate line items and

f. resubmit the schedule of values before the next Request for Payment when

Modifications result in a change in the Contract Sum

g. Line item for mobilization and de-mobilization

h. Line item for close out (% to be negotiated with GSA COR)

3. Options: Provide a separate Schedule of Values for each exercised Option.

4. Each item in the Schedule of Values and Requests for Payment shall be complete. Temporary facilities and other major cost items that are not direct cost of actual work-in-place may be shown either as separate line items in the schedule of values or distributed as general overhead expense, at the government's option.

5. Revise and update workbook in ePM with all items affecting scope, schedule or cost and resubmit within 14 calendar days as coordinated with project manager or contracting officer.

Contractor shall provide a final as-built schedule at project completion. Update affected work branches and subordinate line items and resubmit the schedule of values before the next Request for Payment when Modifications result in a change in the Contract Sum

1.4 REQUESTS FOR PAYMENT

A. Requirements for Requests for Payment are in Section III, Terms and Conditions of the Agreement.

B. Each Request for Payment following the initial Request for Payment shall be consistent with previous Requests.

1. Initial Request for Payment, Request for Payment at time of Substantial Completion, and final Request for Payment involve additional requirements.

C. Payment Request Times: Submit Request for Payment to GSA by the 20th of the month. The period covered by each Request for Payment is one month.

1. Submit one paper draft copy (aka pencil copy) of Request for Payment to the CO or enter in ePM along with construction progress report seven days prior to due date for review by GSA.

Provide documentation evidencing the cost of work performed to be included in the Request for Payment. Resolve questions resulting from GSA review of draft Request for Payment and construction progress report prior to submitting Request for Payment. For work done under the Guaranteed Maximum Price (GMP), open book accounting will be applicable. This must be account for in the request for payment and appropriate documentation shall be provided consistent with the CMc delivery clause.

D. Request Preparation: All payments must be executed by a person authorized to legally bind the Contractor.

1. Entries shall match data on the schedule of values and Contractor's construction schedule.

Use updated schedules if revisions were made.

2. Include amounts for work completed following effective date of previous Request for Payment, whether or not payment has been received. Include only amounts for work completed as of effective date of current Request for Payment.

3. Include amounts of Modifications issued before last day of construction period covered by Request.

E. Stored Materials: Differentiate between items stored on-site and items stored off-site.

1. Provide certificate of insurance, and consent of surety to payment, for stored materials.

Payment Procedures 012900 - 3

2. Provide supporting documentation that verifies amount requested, such as paid invoices.

Match amount requested with amounts indicated on documentation.

3. Provide summary documentation for stored materials indicating the following:

a. Value of materials previously stored and remaining stored as of effective date of previous Request for Payment.

b. Value of previously stored materials put in place after effective date of previous Request for Payment and on or before effective date of current Request for Payment.

c. Value of materials stored since effective date of previous Request for Payment and remaining stored as of effective date of current Request for Payment.

F. Initial Request for Payment: Administrative actions and submittals that must precede or coincide with submittal of first Request for Payment include the following:

1. List of subcontractors.

2. Schedule of values.

3. Contractor's construction schedule per Agreement (startup if not final).

4. Products list (preliminary if not final).

5. Sustainable design submittal for project materials cost data.

6. Sustainable design action plans.

7. Schedule of unit prices.

8. Submittal schedule (preliminary if not final).

9. List of Contractor's staff assignments.

10. List of Contractor's principal consultants.

11. Copies of building permits.

12. Copies of authorizations and licenses from authorities having jurisdiction for performance of the

Work.

13. Initial progress report.

14. Report of preconstruction conference.

G. Request for Payment at Substantial Completion: After GSA issues the Notice of Substantial Completion, submit a Request for Payment less previous payments made for portion of the Work claimed as substantially complete.

1. Include documentation supporting claim that the Work is substantially complete and a statement showing an accounting of changes to the Contract Sum.

2. This Request shall reflect Notices of Substantial Completion issued previously for GSA occupancy of designated portions of the Work.

H. Final Payment Request: The Agreement provides further details

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 012900

__________________________________________________ ELECTRONIC PROJECT MANAGEMENT 013000 - 1

SECTION 013000 - ELECTRONIC PROJECT MANAGEMENT (ePM) SYSTEM

1.1 PURPOSE

A. The Contractor shall use GSA’s web-based electronic Project Management (ePM) system, which is a fully configured version of Meridian Systems’ Proliance Construction Management Software. Click on this link for the ePM minimum requirements:

https://insite.gsa.gov/portal/category/517870

1.2 DEFINITION

A. ePM is a web-based project management tool which provides GSA’s Public Buildings Service with an automated workflow, collaboration, document management and project management solution to help manage GSA design and construction projects. ePM is integrated with GSA’s gBUILD (Green Building Upgrade Information Lifecycle Database ) to share project creation and data storage information.

1.3 PROJECT COLLABORATION AND DOCUMENTATION

A. General

1. The Contractor shall effectively manage the ePM database including maintaining adequate staffing levels and ensuring that personnel attend the mandatory GSA-provided training sessions.

2. The Contractor shall use ePM to upload, store, capture, preserve, record, maintain, update, and route all project-related documentation to comply with GSA's Document Security Requirements. Classified material is not permitted to be stored in this system.

3. The Contractor shall use the workflow processes contained within ePM to submit and receive approval for all project deliverables.

4. The Contractor shall continuously monitor and review ePM to ensure the Contractor data is current through completion of the Close-out Phase of Construction.

5. The Contractor is required to store documents from their subcontractors and vendors in ePM. If a subcontractor or vendor does not obtain an ePM license, the contractor will be responsible for uploading and processing documents in ePM on their behalf.

B. Contents of ePM

1. The Contractor shall use ePM as the electronic filing cabinet for all project-related correspondence and submittals. The Contract Documents specify certain documentation that the Contractor shall provide during performance of the Contract. For the avoidance of doubt, and unless specifically stated otherwise in the Contract Documents, in addition to any documentation that the Contractor submits to GSA as set forth in the Contract https://insite.gsa.gov/portal/category/517870

__________________________________________________ ELECTRONIC PROJECT MANAGEMENT 013000 - 2

Documents. The current ePM Minimum Requirements can be found at:

http://www.gsa.gov/epm.

1.4 SCHEDULING REQUIREMENTS

1. The Project Schedule shall be produced using widely used, commercially available computer software that is capable of generating and monitoring a CPM schedule and is compatible with Meridian Proliance.® See scheduling specification for additional information/requirements.

1.5 EQUIPMENT AND TRAINING

A. Equipment

1. GSA will not furnish any equipment related to accessing ePM. ePM is web-accessible, and can therefore be accessed via any computer with an Internet connection. For up to date ePM desktop requirements: http://www.gsa.gov/epm.

B. ePM Training

1. GSA will provide no cost training to familiarize team members with the ePM system. The

GSA Project Manager will ensure that appropriate personnel should attend training and what roles they will be set up within the system based on their project responsibilities.\

C. ePM Support

1. GSA will provide ePM system administration and end user support, for the duration of the project.

1.6 PERSONNEL REQUIREMENTS

A. An HSPD-12 security clearance is required to access ePM. Project Team members without an HSPD-12 clearance will need to work with the GSA Project Manager to initiate the clearance process, and request a temporary waiver for ePM access until clearance can be confirmed. A waiver means that once the individual’s HSPD-12 clearance is confirmed, an ePM username and password will be provided. For up to date GSA HSPD-12 information: www.gsa.gov/hspd12. Obtaining clearances vary in length and may take time to receive them.

1.7 DATA OWNERSHIP

A. GSA shall retain ownership of all data entered into the system and shall administer all information contained therein. And distribution of any system data shall be made upon request.

1.8 DOCUMENT SECURITY

A. ePM security access levels ensure that sensitive documents can only be accessed by the appropriate personnel. It is the contractor’s responsibility to ensure their employees, http://www.gsa.gov/epm http://www.gsa.gov/epm http://www.gsa.gov/hspd12

__________________________________________________ ELECTRONIC PROJECT MANAGEMENT 013000 - 3 subcontractors and vendors have the appropriate level of security to ensure document security.

1.9 REFERENCES

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 013000

CRITICAL PATH METHOD 013110 - 1

SECTION 013110 - CRITICAL PATH METHOD SCHEDULING

1.01 SUMMARY

A. The Contractor shall use a Critical Path Method ("CPM") Project Schedule to plan, coordinate, and perform the Work. The Project Schedule shall be produced using widely used, commercially available computer software that is capable of generating and monitoring a CPM schedule and is compatible with Meridian Proliance. ® Develop a detailed Network Plan demonstrating complete fulfillment of all Work shown in the contract documents. Regularly update the Network Plan in accordance with the requirements of this Section, and use it in planning, coordinating, and performing all the Work under this contract. Schedule activities shall accurately depict the contractor’s means and methods to complete the entire scope of work including, but not limited to, activities of subcontractors, consultants, equipment vendors and suppliers, GSA, and others, as required. The contractor is required to follow the Network Plan in the execution of the work. Initial schedule and schedule updates shall be cost loaded to accurately depict progress and ensure satisfactory progress.

B. Coordinate with national ePM program manager and regional ePM team for latest guidance and requirements. Teams cannot use SureTrak and P3 project planner as these are not supported.

Placeholders for ePM—coordinate with ePM team working on schedule & data input.

1. Upload PDF of schedule every month?

2. Upload P6 every month?

3. Cost Loaded schedule updated every month and tie with schedule of values to create curve.

C. The purpose of the Project Schedule shall be to:

1. Plan the project and communicate that plan.

2. Provide the status and forecast the timely completion of the work.

3. Record the actual start dates, actual finish dates and actual sequence of the work.

4. Ensure adequate planning, staffing, scheduling and reporting during execution of the Work by the Contractor;

5. Ensure coordination of the Work among all affected parties;

6. Assist the Contractor and GSA in the preparation and evaluation of the Contractor’s monthly progress payments; and

7. Assist the Contractor and GSA in monitoring the progress of the work, and evaluating proposed changes to the Contract and/or requests for additional time to Project Completion.

1.02 RELATED SECTIONS

A. The Government is providing the references included in this sub-section for information purposes only and is not intended to provide a comprehensive, all-inclusive list of any and all potentially relevant portions of the Contract Documents. Drawings and provisions of the Contract including General and Supplementary Conditions apply to this Section as if repeated herein.

a. Section 012600 – Contract Modification Procedures

b. Section 012900 – Payment Procedures

c. Section 013200 – Construction Progress Documentation

d. Section 017700 – Close Out Procedures

1.03 DEFINITIONS

A. Definitions applicable to this Section include the following:

CRITICAL PATH METHOD 013110 - 2

1. Activity - An element of the Work or task performed during the course of the project. Each schedule activity shall be a clearly defined, manageable and monitorable task depicting an estimated duration, an estimated cost, and estimated manpower requirements. Each activity shall be limited to one trade unless the GSA specifically approves otherwise on an exception basis.

2. Baseline Schedule - The original work plan approved by GSA as the Project Schedule depicting the contractor’s plan to execute the work.

3. Constraint - A scheduling restriction imposed on the start date, finish date or float of an activity. No constraints will be allowed. Exception: for projects with limited or no storage areas requiring “just in time” deliveries, a zero free float may be acceptable.

4. Critical Path - The Project critical path is defined as the longest, continuous path of interrelated activities depicting project work from notice of award (or NTP) to project completion. All reports and graphics indicating the Critical Path shall depict the longest path of interrelated activities. Unless otherwise approved by GSA, the Baseline Schedule Critical Path shall use all allotted Contract time. The contractor has the right to develop a schedule that forecasts an early finish. However, all time between the forecasted early finish of substantial completion and the contractual substantial completion date shall be shown as float and shall be available to the Project team.

5. Critical Path Method (CPM) - A scheduling technique using activities, durations, and interrelationships/dependencies (logic), such that all activities are interrelated with logic ties from the beginning of the project to the completion of the project. There shall be no open ended relationships in the schedule. All activities shall have at least one successor with a finish relationship (“finish to start” or “finish to finish” except the last activity in the network.

6. Data Date - The date to which progress is updated. In most scheduling software, the data date represents the next day of work and all progress is updated through the day prior to the data date.

7. Float – The amount of time an activity can be delayed in a project network without causing delay to subsequent activities (free float) or the project completion date (total float). Float is considered a project commodity jointly shared between GSA and the Contractor and shall be used in the best interest of completing the Project on time.

8. Free Float - the amount of time that an activity can be delayed without delaying a successor activity.

9. Total Float - The amount of time an activity (or chain of activities) can be delayed without affecting the Project Substantial Completion Date. Float is considered a project commodity jointly shared between GSA and the Contractor and shall be used in the best interest of completing the Project on time. The critical path is not dependent on float. Float is calculated after the critical (longest) path has been determined.

10. Float Suppression - the masking of available float through the use of constraints, unreasonable logical relationships or unreasonable durations. Float suppression techniques are not be allowed. On an exception basis, the use of a zero free float constraint to depict “just in time” deliveries on projects with little or no storage might be acceptable. .

11. Fragnet – A subset group of interrelated activities representing only a portion of the CPM schedule.

12. Key Plans - Key Plans are graphic representations on prints of the Contract Documents of the Contractor’s planned breakdown of the project for scheduling purposes. The key plans will clearly define the boundaries of the work for each designated area. The alphanumeric codes on the key plans shall match the code values for the activity code "Area" in the Project schedule.

13. Network Plan - The Network Plan is the entire database of activities, logic, durations, and all items relating to any activity input into the scheduling software and is the complete representation of the Project Schedule prepared using the Critical Path Method and graphically shown in a time-scaled form. The network shows the sequence and interdependence of the activities, and planned and actual progress by activity, required for complete performance of the Work.

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14. Project Schedule - The Project Schedule includes the Preliminary Schedule (submitted at bid or as determined by the CO), the approved Baseline Schedule (developed based on the Preliminary Schedule), and all subsequent Schedule Updates, Schedule Revisions, Recovery Schedules, and As-Built Schedule.

15. Recovery Schedule – A schedule depicting the Contractor's plan for recovery of time lost on the project.

16. Retained Logic – When you choose Retained Logic, the remaining duration of a progressed activity is not scheduled until the logical relationships of all predecessors are satisfied. When you choose Progress Override, network logic is ignored and the activity can progress without delay

17. Schedule Revision - A schedule in which the plan for the work is revised. A Schedule Revision is required when the current schedule no longer represents the actual or planned prosecution of the Work.

18. Schedule Update - A schedule in which only actual start dates, actual finish dates and duration percent completes are updated from the prior data date to the current data date. No revisions will be permitted in a Schedule Update.(i.e. added activities, deleted activities, logical relationships, etc.)

19. Time Impact Analysis - A technique to demonstrate a revision or proposed revision against the current approved Project Schedule.

20. Working Day - A Working Day is a calendar day scheduled for active prosecution of the work.

1.04 CRITICAL PATH METHOD SCHEDULE

A. Provide a detailed, time-scaled computer generated Project Schedule with activities representing each portion of the Work for the entire Contract Performance Period. The Project Schedule shall use the Critical Path Method (CPM) for the planning, scheduling and reporting of the work to be performed under the contract, and will be produced using the most current version of scheduling software, compatible with Meridian Proliance. The CPM scheduling software shall be capable of generating and depicting the longest path of the schedule network. For project collaboration and project reporting of the electronic CPM database with the GSA and others, over enterprise software & servers, the project elements such as resources, calendars, and activity codes, etc.

need to be defined at the “Project Level” rather than the “Global Level”.

B. No Constraints Float suppression techniques shall be used in the Project Schedule without a specific request from the contractor and a specific approval from the GSA. CPM calculations to be based on retained logic software setting. No out-of-sequence progress is allowed in schedule revisions. Out of sequence progressed activities shall be corrected with the proper logic and progress override will not be allowed.

C. As defined by the Contract, the entire project performance period shall establish the Project

Substantial Completion Date which shall be used in the planning and presentation of the Contractor’s Project Schedule. If the Contractor forecasts a planned early Substantial Completion Date in the Baseline Project Schedule, Approval of a planned early completion date is solely at the discretion of GSA. GSA reserves the right not to approve any schedule deemed to have an unrealistic forecasted Substantial Completion Date. Government approval of an early completion Project Schedule shall not modify the Contract directed Substantial Completion Date or Project Completion Date. Prior to establishment of substantial completion in the project schedule, the Contractor shall include time to complete Contractor-led punch list inspection as well as Government led punch list inspections. The time difference between the Contractor’s planned Substantial Completion Date and the Contract directed Substantial Completion Date shall be considered Project Float, jointly owned and for the mutual use of both the Contractor and GSA. All indirect costs (home office general conditions, field general conditions, etc.) shall be included through the final Contract Completion date.

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D. The Contractor shall provide the computer processing of the CPM schedule, graphics, cost and resource reports required under this Section and/or as requested by the GSA at no additional cost to GSA throughout the entire project performance period until Project completion is achieved.

1.05 SUBMITTALS and MEETINGS

A. Project Schedule Requirements Meeting:

1. The Contractor shall meet with GSA during the Design Phase services to conduct a joint review of the Project Schedule requirements in this Section.

B. Preliminary Schedule:

1. Thirty (30) calendar days in advance of the anticipated Construction Notice to Proceed, Contractor shall submit a Preliminary Schedule detailing the entire scope of the contract. Only the scope, durations and logical relationships will be included in the Preliminary Schedule.

(No cost loading or resource loading shall be included in the Preliminary Schedule.)

2. Within one week of receipt by the GSA of the Preliminary Schedule, the Contractor and GSA shall meet to discuss the results of GSA's schedule review. To the extent that revisions are required, the Contractor shall resubmit the Preliminary Schedule to the GSA for approval within five (5) work days of receipt of the GSA's comments.

1. Unless otherwise approved by the GSA, the Project Schedule shall include, but is not limited to, the following items:

a. Activities, for major submittals and long lead items including activities representing: (1)

Submittals, (2) Review & Approvals, (3) Fabrication, and (4) Deliveries, design, construction, inspections, close-out, start-up, testing and balancing, commissioning and turnover, and work by separate contractors. Submittal activities and fabrication activities shall not be cost loaded.

b. The Project Schedule shall indicate intended submittal dates, and depict the review period as defined in the Contract or Supplementary Provisions for A/E/GSA review.

Procurement/submittal activities shall be assigned codes that will allow these activities to be sorted and printed separately from the construction/close-out/commissioning work activities.

c. The Baseline Schedule shall have a Data Date no later than NTP, and no activities shall be progressed later than the data date

d. Activity descriptions of the work shall include area designators sufficient to identify where the Work will occur and match the Key Plans. The work related to each Activity shall be limited to one work trade and one area. All activity descriptions shall be unique. No two activities can have the same description.

e. Establish a schedule calendar as it relates to durations for activities (proposed number of working days per week, holidays to be observed, planned number of shifts per day, weather affected activities such as roofing or landscaping that normally cannot occur in the winter/fall months).

f. Interrelationships (logic) and sequencing for ALL activities. Each activity shall have at least one successor (except for the last activity) relationship to form a logically connected Network Plan from NTP to the Contract Completion Date. For each activity, at least one successor must be a finish relationship (finish to start or finish to finish).

g. The contractor shall provide (screen shots of) the schedule software settings used under each tab of User Preferences, Admin Preferences, and Schedule Options with the baseline schedule and each subsequent schedule submittal.

h. Activity durations shall be in units of whole work days and scope of work shall be limited to one trade each. Except submittal and procurement activities, durations shall not exceed 1 month unless approved by the GSA. Durations for Government submittal reviews shall meet the requirements set forth in the Contract Documents.

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i. Incorporate seasonal weather conditions in the project’s geographic area into the project planning and include an average number of days lost to weather per month using the NOAA historical data five (5) year averages.

j. Contractual milestone events as defined in the Contract Documents including, but not limited to, phased work, work restrictions/access/shift work, and work being performed by separate contractors. The Contractor is prohibited from assigning milestones that are NOT consistent with key dates shown by GSA in the Contract Documents without specific GSA approval.

k. ALL activities shall at a minimum shall be coded by AREA, RESPONSIBILITY (trade/ subcontractor), and PHASE. Additional codes are allowed to sufficiently identify where work will occur. Codes shall be a maximum of six (6) characters and abbreviations shall be fully described in the Project Schedule. Include an activity code field Schedule of Values (SOV) for the coding of each schedule activity; this is for the tabulation and summarization of contractor assigned cost-loading Schedule of Values for application of Progress Payment Request reporting. (see 1.05.E.3 provides crosswalk of schedule to cost reporting) . The Contractor’s self-performed work shall be clearly identifiable.

l. All activities shown in the Project Schedule shall be cost-loaded. The assigned dollar value (cost-loading) shall cumulatively equal the total Contract price. Mobilization costs, bond and insurance costs, general requirements, overhead and profit, etc., shall be individual activities. [GSA Team shall identify here what these individual activities will be.] Activity costs shall be stated in at least the same level of detail as, and shall correlate to the total contract price. To the extent that the Contractor anticipates requesting payments for stored materials, delivery activities shall be cost-loaded to reflect the cost of materials (excluding labor for installation) and shown separate from the related fabrication activity. Payment for stored materials is at the sole discretion of the GSA.

m. All field installation activities shown in the Project Schedule shall be manpower loaded…