DMCH_CMc_Statement_of_Work_170906.pdf

CMc Statement of Work [CMc Template Version 2016.01] Design Phase Services October 28, 2016

Statement of Work

Construction Manager as Constructor (CMc)

I. BACKGROUND

GSA has contracted with a separate architect-engineer (A/E) firm that is responsible for developing complete design and construction documents for the Project. A copy of the A/E’s scope of work is included as an attachment to the Request for Proposals (RFP). In addition, GSA has contracted with a separate Construction Management (CMa) firm to provide certain services during the design and construction phases of the Project as well as commissioning agent (CxA) services. A copy of the CMa’s scope of work is also included as an attachment to the RFP. GSA may issue additional separate contracts for: (1) an artist under the Art-in-Architecture program; and (2) other consultants as may be reasonably necessary to complete the Project. The scope of work for these items will be made available for review once completed.

II. PURPOSE

The CMc’s tasks are primarily separated into two distinct phases:

(1) Base Bid-Design Phase Services

(2) Option #1-Construction Phase Services.

This Statement of Work (SOW) outlines services that the Contractor shall perform during the Design Phase Services portion of the Project.

Regarding Option #1--Construction Phase Services, a Program of Requirements (POR) will be used as a baseline description of the Courthouse to be utilized for the CMc to provide a Guaranteed Maximum Price (GMP) for the Construction Phase Services. The POR is currently under development by the design team and will be made available with the Step 2 solicitation.

Unless otherwise stated herein, capitalized terms have the same meaning as set forth in the Program of Requirements.

The CMc shall review and become familiar with the scope of services under the A/E’s contract, especially the various standards, guidelines, policies, and documents that the A/E is required to follow in developing the design and construction documents. This review and familiarization is vitally important during the Design Phase Services because, as set forth in more detail below, the main tasks of the CMc during the Design Phase Services are to provide constructability and cost estimation reviews of the A/E’s design-related submissions. The CMc will help to ensure that the design and construction documents will enable the Government to exercise the GMP Option at a price that is at or below the GMP provided at award of the contract..

III. SCOPE OF SERVICES

III.A. Design Stages in General

The A/E’s contract requires the A/E to follow the design process as set forth in the Facilities Standards for the Public Buildings Service (P-100). There will be three (3) overarching design phases: (1) Design Concepts (DC) (2) Design Development (DD); and (3) and Construction Documents (CDs). At the time of contract award to the CMc, the Government shall provide certain design- and project-related documents as part of the competition in order to, among others, award a firm-fixed-price base contract for the Design Phase Services and to establish pricing for the GMP Construction Option. As a matter of policy, the Contracting Officer will not exercise the GMP Option until the Construction Documents are at least 75% complete. The Design Phase Services provides the opportunity for the CMc to maximize its understanding of the design requirements, the design intent, and the technical requirements of the Project.

III.B. Collaboration with the A/E

During the Design Phase Services, the A/E and the CMc shall collaborate on the design, constructability issues, schedule, cost, and value engineering. The ultimate goal of this collaboration is to establish a final Estimated Cost of Work that does not exceed the original target ECW (as set forth in the Contractor’s proposal). The CMc's involvement during the project design phase offers the Government the ability to identify current market conditions concerning labor and material availability, constructability issues, and any phasing and sequencing impacts.

The A/E and its subcontractors will communicate freely with the CMc and its trade subcontractors, and vice versa. This will ensure mutual understanding of both the A/E's design intent and the CMc's means and methods, and thus ensure greater certainty in pricing the construction work. It also increases the likelihood that design errors and omissions are recognized and resolved during design. In addition, this collaboration takes place during a time that does not significantly impact the construction schedule and that can result in expedited production and review of shop drawings once construction commences.

III.C. Meetings

At a minimum, the Contractor shall attend all of the meetings listed in this section. For each meeting, the Contractor shall determine the appropriate mix of attendees based on the subject matter. Unless otherwise noted, all meetings shall be held in-person in Des Moines at a location to be determined. (Teleconference meetings may be arranged with advance approval of the Contracting Officer.)

III.C.1. Project Initiation Meeting (CMc On-Boarding)

The CMc shall attend an initial two day meeting with other members of the project team (the A/E, GSA, CMa, and customer agency) to review the project’s program, status of design, discuss goals, begin initial project planning, and agree to the schedule for regularly scheduled Project Meetings. The most current design submittal will be provided to the CMc in advance of the meeting to allow for preparation and a more informed discussion.

III.C.2. Risk Management Workshops

III.C.2.a. The Contractor shall participate in workshops with the Government, A/E, CMa, and other stakeholders to create, update, or modify a Risk Registry using the Construction Industry Institute’s Project Definition Rating Index (PDRI) to assess risks and opportunities for the project. The PDRI sessions will generally be done in conjunction with Partnering Meetings as described in section III.C,10.

III.C.2.b. With each deliverable from the CMc (see Section III.D), the parties will discuss whether the Risk Registry needs to be modified based on the then-current state of the project.

III.C.3. Program Review Meetings

The CMc shall attend program review meetings before the start of each of the design stage phases (see Section III.D).

III.C.4. Design Submission Reviews

The CMc team shall attend design package review meetings after the submission of each report required in Section III.D. The CMc shall include in the meeting any major trade subcontractors, vendors, or suppliers used in preparing the submission. The purpose of including these major trade subcontractors, vendors, or suppliers is to provide increased opportunities to identify and resolve any design, construction, or pricing-related issues in the pre-construction phase of the project.

III.C.5. Building Information Modeling (BIM)

The CMc shall participate in all meetings during the design phase between the A/E and the Government regarding BIM, including updates to the BIM Execution Plan (BEP)--which is to be prepared and maintained by the A/E team. Roles will be defined and updated in the BEP at different iterations of the design stage as well as at construction start.

III.C.6. Consultation, Progress Meetings, and Presentations

The CMc shall attend design review meetings, progress meetings, and presentations held in Des Moines at a location to be determined.

III.C.7. Systems Selections Analysis Meetings and Mockups

The CMc shall participate in systems selections analysis meetings that will be led by the design team in the design development stage.

The CMc will be responsible for participating in mock ups that will be identified in the design phase. The CMc shall include in the meeting any major trade subcontractors, vendors, or suppliers appropriate to the meeting agenda. The A/E will be responsible for a design of the courtroom(s) in the design development stage. The CMc will be responsible for providing the warehouse space and construction of the Courtroom mock ups as described in the A/E SOW.

The CMc will also be responsible for other mock ups as necessary in the Pre-Construction phase in identifying appropriate systems.

III.C.8. Value Management (VM)

The CMc shall participate and provide professional experts for a two to three day VM workshop that will be held during the design stage. The VM consultant, A/E, and other stakeholders will also participate in the workshop.

III.C.10. Partnering

To most effectively accomplish this contract, the Government requires that the CMc and its subcontractors participate in a cohesive partnership with the Government. Key personnel from the Government, CMc, its subcontractors, the CMa, CxA, and the A/E will participate in the partnering process.

The CMc shall provide the Contracting Officer with a list of the key personnel from the CMc and its subcontractors who will participate in the partnering sessions. The Contracting Officer may, in his/her sole discretion, add or remove any individual from the list. The Contracting Officer shall provide a list to the CMc with the names of the individuals who will participate in the partnering sessions on behalf of the Government and its A/E and on site construction manager. The CMa will be responsible for providing a professional facilitator for the session. In collaboration with the CMc, the CMa shall issue the invitations to all of the individuals who will participate in the partnering sessions and generally serve as the host during any such session’s team. The CMc shall provide: the (1) meeting room; and, (2) other incidental items for the partnering sessions during the Design Phase Services.

Before a Partnering session, the CMc shall coordinate with the CMa and Facilitator all requirements for incidental items (i.e. audio-visual equipment, easels, flip chart paper, colored markers, note paper, pens/pencils, colored flash cards, etc.) and have these items available at the Partnering session. The participants shall bear their own costs for meals, lodging, and transportation associated with Partnering. Partnering sessions will take place at different intervals after the CMc contract is awarded. It is anticipated there will be three sessions throughout the project.

III.D. Deliverables

III.D.1. General

The CMc will provide a written deliverable based on the A/E’s design-related submissions for each of the following design milestones (these milestones are further explained in the P-100):

1. Concept Design

2. 75% Design Development Documents

3. 100% Design Development Documents

4. 75% Construction Documents; and

5. 90% Construction Documents.

Each written deliverable from the CMc is due to the Contracting Officer within 14 calendar days from the CMc’s receipt of the A/E’s design-related submission.

III.D.2. Required Deliverables

For each design submission from the A/E, the CMc shall provide a written report that separately addresses each of the following topics (which are explained in more detail below):

● Constructability Review;

● Mechanical, Electrical, Plumbing and Controls Systems Technical reviews;

● Cost Estimating, Reconciliation, and Proposed Alternatives;

● Schedule Analysis;

● Construction Work Phasing and Sequencing Plan;

● Early Work Package Suggestions; and

● Risk Evaluation.

For each submission, as a general matter, the CMc shall notify the Contracting Officer of errors, omissions, inconsistencies, or other issues that may potentially impact the project goals, the ECW, schedule, design quality, or project scope.

III.D.3. Identification of the CMc Team

Each report shall include a section that: (1) names each major trade subcontractor, vendor, or supplier that the CMc used or relied on in preparing the submission; (2) provides a brief description of the services provided by such company; and (3) the work that the company might perform on the project (if ultimately selected by the CMc). As noted above, representatives of these companies must attend the post-submission meetings with the Government.

III.D.4. Constructability Review

The CMc shall review the design submissions with reasonable care and advise the Contracting Officer in writing of any errors, inconsistencies, inaccuracies, or incompleteness which may negatively impact cost, schedule, or quality. The CMc shall provide recommendations on constructability; improving life cycle costs; sustainability; LEED; systems analysis;

functionality; enhancing operational flexibility; and minimizing labor or material shortages.

III.D.5. Engineering Technical Reviews

The CMc will review all submittals with in-house staff and, as necessary, subconsultants with specific expertise. Provide technical review services by licensed professionals on each of the project design reviews listed elsewhere. These Professionals shall be regularly involved in new building design and construction and have knowledge of Federal Courthouse design requirements. The disciplines to perform these services are: Civil, Landscape, Structural, Security, Fire Safety, Mechanical, Electrical, Plumbing and Controls. The CMc design review team shall review calculations, specifications, drawings, design narratives and other design related materials for accuracy and completeness. Of particular importance is system integration where the AE team will require a specific level of integration between the Building Automation System and other building electronic systems such as equipment packaged controls, fire alarm, smoke control and security. Also high levels of energy performance and LEED requirements are important stated goals for this project. The CMc design review team will collaborate, as stated above, with the A/E, CMa and CxA teams at each design submission to arrive at a final design that successfully attains the stated goals.

III.D.6. Cost Estimating, Reconciliation, and Proposed Alternatives (CERPA)

Per Chapter 2, Section 2 of the P-120, this project has been assigned a Triage Tool Rating of 4 and is funded with BA51 funds (new construction).

The CMc shall review the design documents and provide deliverables (i.e., estimates) in the same manner and format required by the P-120, Public Buildings Service Cost and Schedule Management Policy. As a general matter, the P-120 requires the A/E to prepare cost estimates at certain stages of design. The CERPA portion of the report is for the Government to have the benefit of two, separate estimates at each major design stage: one from the A/E and one from the CMc.

The deliverable from the CMc shall: (1) be performed in the same level and detail as set forth in the P-100, Appendix A; (2) comply with the Cost Management Matrix found at Table A-1; and

(3) comply with the cost-estimating requirements for capital construction projects as set forth in the P-120.

The Government and CMa will reconcile the CMc estimate with other estimates to ensure that the project being designed will be constructible within the project's budget and is consistent with the established GMP. The reconciliation will not only focus on the total GMP, but will also take into account the major cost elements that make-up the total GMP (e.g., structural, MEP, exterior, general conditions, etc.). Large discrepancies or variances in the estimates (whether in whole or in part) should be reconciled prior to exercising the GMP Option.

If the design (or its major cost elements) appears to exceed the ECW, the CMc shall propose alternatives that will deliver the project at or below the GMP Option. The CMc and its major trade subcontractors, vendors, or suppliers shall participate in reconciliation meetings led by the CMa.

For each design submission, the CMc shall provide a detailed analysis and report identifying any changes to the GMP. This report shall identify all potential and approved changes to the GMP, including changes to the Design and Construction Contingency.

III.D.7. Preliminary Project Schedule and Analysis

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 be prepared using the Critical Path Method (CPM) for the planning, scheduling and reporting of the work to be performed, and will be produced using the most current version of scheduling software, compatible with GSA’s ePM Meridian System’s Proliance Construction Management Software. The CPM scheduling software shall be capable of generating and depicting the longest path of the schedule network. 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.

III.D.8. Construction Work Sequencing and Phasing Plan

The CMc shall submit a construction work allocation plan addressing all of the following topic areas:

● Construction phasing approach;

● Planned pre-proposal / presentation efforts or events in providing information and promoting interest in the subcontracting community;

● Use of any fast tracking or multiple construction document packages to achieve cost or schedule efficiencies, improvements, or savings;

● Schedules for award of subcontract construction packages, including procurement cycles, deliverable approvals, construction delivery and testing/commissioning;

● Temporary facilities and laydown areas;

● Possible labor or material shortages;

● Means and methods;

● Utility relocations; and,

● Long-lead items.

III.D.9. Early Work Packages

During the design of the project, the A/E, the CMc and the Government may agree that it is in the best interest of the project to initiate early construction packages. These early work packages can be individual GMP line items or firm fixed price line items. Early construction packages should be for standalone, severable scopes.

III.D.10. Modifications to the Risk Registry

The CMc shall provide recommendations for modifying the Risk Registry based on the design submissions. The project shall use the Construction Industry Institute’s IR280-2 Risk Register -dated 2013 for their deliverable. The CMc shall participate in updating this document at different iterations through the design of the project.

IV. Electronic Project Management

IV.A. General

The CMc shall use GSA’s web-based electronic Project Management (ePM) system, which is a fully configured version of Meridian Systems’ Proliance Construction Management Software.

ePM is a web-based project management tool which provides GSA 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.

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. Unless as otherwise provided, the CMc shall rely exclusively on ePM to post, review, access, comment on, collaborate, or otherwise submit all project information.

The current ePM minimum requirements (including IT equipment) can be found at:

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

IV.B. Project Collaboration and Documentation

The CMc shall effectively manage the ePM database including maintaining adequate staffing levels and ensuring that personnel attend the mandatory GSA-provided training sessions that will be provided by the Government.

The CMc 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.

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

The CMc shall continuously monitor and review ePM to ensure the CMc data is current through the completion of the close-out phase of construction.

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

IV.C. Contents of ePM

The CMc shall use ePM as the electronic filing cabinet for all project-related correspondence and deliverables. The contract and SOW specify certain documentation that the Contractor shall provide during performance of the Contract. Project information that shall be posted in ePM includes, but is not limited to, the following:

● Correspondence;

● Daily Reports;

● Schedules;

● Estimates;

● Design submissions;

● Request for Information; and,

● Change orders.

IV.D. Equipment

GSA will not furnish any equipment related to accessing ePM. ePM is web-accessible, and can be accessed via any computer with an Internet connection.

IV.E. Training

GSA will provide no cost training to familiarize team members with the ePM system; however, GSA will not reimburse the CMc for any travel related to any ePM training.

IV.F. Support

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

IV.G. Personnel Security Requirements

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. Further information on HSPD-12 may be found at the following website:

www.gsa.gov/hspd12. The time to process and obtain clearances may vary in length.

V. Building Information Modeling

The purpose of BIM is to enable the GSA to have explicit design information to facilitate an accurate review of the design intent and the design’s adherence to the program requirements.

The development of BIM shall be an integral part of the project’s concept design development, performed by the A/E, with the aid of a specialty consultant if necessary. All BIM documents and deliverables shall be established in accordance with P-100 and GSA’s Building Information Modeling Guide, available at www.gsa.gov/bim.

The CMc is required to aid the A/E in supplying constructability, implementation, cost and other data in creating the BIM throughout the Design Services Phase. The CMc shall be proficient in BIM technologies and be able to assist the A/E in managing the model.

Attachments

A/E SOW

CMa SOW http://www.gsa.gov/bim