ATTACHMENT J-6B Draft SOW TO 2.pdf

SECTION C

DESCRIPTION / SPECIFICATIONS / STATEMENT OF WORK

C.1 TITLE

The title of the activity in this Task Order is “ Jordan New Schools Design - JNSD ”

C.2 OBJECTIVES

The objective of this task order is to provide full A-E planning, design, and other services for the construction of 30 new schools that support USAID/Jordan’s Education and Youth program and will strengthen the development impact, sustainability, and cost effectiveness of USAID/Jordan’s infrastructure investments.

Jordan New Schools Design (JNSD) activity will improve the quality and increase students’ access to basic education and provide improved and safe learning environments that respond to the Jordan Education Strategic Plan (ESP):

( http://www.unesco.org/new/fileadmin/MULTIMEDIA/FIELD/Amman/pdf/ESP_English.pdf ).

By the end of 2025, JNSD aims to construct and furnish up to 30 new Ministry of Education (MOE) schools.

The primary sub-objectives of Jordan New Schools Design (JNSD) activity include:

● Reduce overcrowding in schools

● Reduce double-shifted schools.

● Provide the capacity for increased enrollment rates in basic education to accommodate growing populations.

● Improve the quality, functions and layout of schools to enhance the relationship of the students with their place of learning and increase performance.

● Provide smart school designs that are efficient, feasible and easy for the Government of Jordan to operate and maintain.

● Improving both physical and psychosocial school environments with the hope of reducing drop-out rates

● Expanding community involvement.

C.3 BACKGROUND

The United States supports the Government of Jordan (GOJ) as it strives to address its development and reform priorities while facing daunting challenges, which include a rapidly growing population, gaps in the quality of basic education, gender disparities, and immigration of refugees from Syria. USAID/Jordan’s Country Development and Cooperation Strategy http://www.unesco.org/new/fileadmin/MULTIMEDIA/FIELD/Amman/pdf/ESP_English.pdf

(CDCS) lays out a focused plan to help the GOJ in carrying out its stated commitment to broad-based political and economic reforms to meet the legitimate aspirations of Jordanians.

USAID has been active in Jordan’s education sector since 2003 and currently bases its education assistance on the priorities outlined in the ESP. In August 2006, and in response to the MOE's request, USAID launched the Jordan School Construction and Rehabilitation Project (JSP). The project’s primary mandate was to reduce overcrowding in public schools, replace rented and double-shifted schools and provide a safe and more suitable school environment responding to the needs of the MOE’s reform efforts. Additionally, in 2015 USAID/Jordan initiated three school construction, expansion, and renovation projects. The first was the Jordan School Expansion Project (JSEP), which aimed to expand 120 schools, build 300 kindergarten classrooms, and 50 sports and activity facilities. The second project, Schools for a Knowledge Economy Project (SKEP), aimed to construct 25 new schools. The third was the Learning Environment: Improved Infrastructure Project (LEIIP), which aimed to renovate 130 schools.

Finally, in 2019 USAID/Jordan awarded the Enhancing School Management and Planning project (ESMP). The purpose of ESMP is to work with MOE and MPWH to improve their current systems for the planning, design, procurement, construction, operation, and maintenance of public schools throughout Jordan.

USAID/Jordan awarded the existing and previous A&E services under single-award contracts to local companies. This new task order is follow-on to prior activities and is similar in nature to the architecture and engineering requirements for the ongoing projects. In addition, it is expected to build on the lessons learned from JSEP and SKEP for future infrastructure projects to maximize community involvement in the schools and to build sustainable education institutions. Under the new task order, it is expected to design thirty (30) new schools.

C.4 SCOPE OF WORK

C.4.1 Required A-E Design Services:

Consistent with Sections C4.1.1 to C4.1.4 of the IDIQ on Project Planning, Design, and Procurement Support, the Contractor must coordinate with USAID, Ministry of Education(MOE), Ministry of Public Works and Housing (MPWH), and other relevant entities, including other stakeholders in school infrastructure, as directed by USAID, to select, plan, and fully design the 30 schools. This Task Order provides engineering and technical support to USAID/Jordan’s Office of Education and Youth (EDY) in order to meet the education needs of the Jordanian local communities.

The following main services are to be provided by the Contractor under the scope of this task order:

● A comprehensive school/facility planning exercise implemented in accordance with the task order requirements.

● Full architect-engineer designs in full compliance with the criteria and requirements described in this section for the construction of 30 new schools.

● Prepare the tendering documents and provide support to the Government of Jordan during the bidding and award process for all construction tenders under the project

● Respond to any inquiries or requests for information on the A-E designs during the construction phase.

The required design services include at a minimum pre-design site-assessment and needs assessment, schools and other facilities sites selection, systems analysis of existing facilities and infrastructure, structural analysis, planning, topographic and boundary surveys, environmental assessments, climate risk screening and management plan, geotechnical investigations and reports, verify the existing underground utilities, feasibility studies, cost estimates, architectural, interior design and space planning, landscape architecture, development, computer-aided design and drafting (CADD), seismic design and analysis, civil works, mechanical works, electrical works, educational planning, energy conservation, green building, design of security and communications systems, fire protection and life safety systems, heating, ventilation and air conditioning (HVAC), studies and reports, sampling, construction documentation, tendering documents, statement of work preparation, value engineering, post-design services (PDS) including Requests for Information (RFI) and the services of other A-E disciplines as may be required. Additionally, see section C.4.3 for detailed task order services.

The design of the schools shall take into consideration sustainability, energy efficiency, and shall be the most economical with necessary consideration being given to the most efficient utilization of all materials consistent with the design criteria. The design should respond to best practice and innovation within architecture and the built environment, and to consider implementation of new technology in schools. In addition, the design of schools shall include furniture, equipment, accessories and appurtenances required for the proper functioning of the school system involved.

The A-E design shall meet the current applicable international standards, local laws, regulations, construction practices, and procedures. In case of conflict between these regulations, the most stringent and protective standard will be applied unless a specific waiver is granted. This should be documented and the reasons and justifications for deviation noted.

As part of the quality management system, adequate design review process for the schools are planned at the following intervals (expressed as a percentage of completion of each design stage):

● School Selection Reports and Design Guideline Report

● Conceptual (30%) Design Stage

● Intermediate (60%) Design Stage

● Pre-Final (90%) Design Stage

At each stage, the Contractor shall organize and coordinate meetings with USAID, MOE MPWH (and others as requested by USAID) to present and explain the facilities needs. This shall allow for a review period of two weeks for USAID, MOE, MPWH and other stakeholders as requested by USAID for the respective facilities, followed by a response period for the Contractor team to address comments in preparation for the next stage of design development.

C.4.2 General Requirements:

The Contractor shall work closely with the MOE and the MPWH throughout the project phases and shall obtain approvals from these ministries as indicated under this task order. The Contractor is also responsible for obtaining all required data and information necessary to complete all the tasks under this project. During different design phases, including the initial pre-design investigation, the Contractor shall engage the education field directorates, school principals, and local area key stakeholders. This engagement includes conducting structured meetings to solicit stakeholder input on school needs, design alternatives, and local area conditions, and to share the proposed school designs with them. It is essential that the desires of the community be integrated into the design where possible and where these preferences do not conflict with MOE standards.

The Contractor shall coordinate with the municipalities and other local authorities to ensure that the proposed projects are in compliance with the applicable codes, regulations and development plans. A-E designs shall comply with the local engineering and regulatory requirements unless a specific waiver is granted.

The Contractor shall verify that there are no obstacles on the proposed sites that may impact the construction scope or progress. In addition, the Contractor shall coordinate with the local authorities to secure and obtain the required design and construction permits. It is the Contractor’s responsibility to investigate the proposed site compliance with the selection criteria and ensuring that the site has any physical or legal obstacles including but is not limited to shared ownership, utility lines crossing the site limits, displacement of the land limits and controductions with nearby streets or private properties, availability of utility connections, zoning requirements, and any other conditions that may impact or delay the project implementation.

The Contractor shall obtain USAID’s approval on all deliverables listed under this task order.

No changes to the approved designs can be made without USAD’s written approval. The format and the number of copies of submitted documents are indicated under Section C.4.3 and Section F.

C.4.3 Task Order Services

The Contractor will provide the A-E design services at five phases: 1) Schools Selection and Planning Phase, 2) Detailed Design Phase, 3) Bidding Phase, 4) Construction Management Services Phase, and 5) School Startup Support Services Phase .

I. Selection, Planning and Concept Design Phase

The initial phase of the school design activity pertains to the planning efforts that will allow the Contractor to determine specific facility requirements that will yield a well-defined scope and approximate construction cost, before the detailed design is developed. The Selection and

Planning Phase will include selection of schools, data collection, design guidelines, survey and mapping, geotechnical investigations, actual needs assessment, analysis and environmental impact assessment (including a climate risk screening), and the conceptual design with preliminary basis of design report.

During this phase, the Contractor shall work with the central MOE and education field directorate to get nominations for eligible sites for the construction of new schools. The Contractor shall explain to the MOE the selection factors provided below. Then the Contractor shall prepare a report for USAID’s approval with the nominated schools for design. The Contractor shall review and update the School Design Guidelines prepared under SKEP. The Contractor shall have on its team expert(s) with demonstrated international experience in the field of school planning, design codes, working with educators and stakeholders to define school needs, and transferring such needs to A-E design concepts.

The Contractor must update the A-E school design concepts for facilities considering the following:

● Use the lessons learned from the previous project and reflect changes on the design guidelines.

● Adjust the presentation of information and requirements to become user friendly and easy to be utilized by the MOE and the MPWH engineers.

● Provide Arabic translation of the document.

● Work with MPWH, MOE and other relevant stakeholders to turn this document into a design standard for all new school projects in Jordan.

Where there are potential alternatives for different aspects of design that may have important implications on the overall school design, operational cost, or sustainability, the Contractor shall propose the different design alternatives and demonstrate which alternative presented is the best investment. Once USAID, MOE, and MPWH have made a determination to proceed with the conceptual design, the Contractor will be required to furnish full design specifications.

Tasks under the Selection and Planning Phase shall include the following:

1) School Selection: This task is very important as it will identify the school communities and sites that will benefit from the project.

The Contractor shall assess the nominated schools according to the criteria listed below, and shall recommend for USAID and the MOE's approval a list of 30 schools for design and construction. The Contractor shall make sure that all selected sites meet the criteria below and if, during the assessment process, some schools are deemed not to meet one or more of the selection criteria, the Contractor shall notify USAID. The final selection of schools shall be based on a prioritized list developed by the Contractor in close collaboration with USAID and the MOE.

The Contractor shall visit the school sites to verify the school site conditions and to verify compliance with the school selection criteria below.

The school selection shall be based on the following criteria:

A. Needs : School selection shall address the need for a new school in a certain area and shall result in a reduction in overcrowding in nearby schools, and/or replace rented facilities and double-shifted schools. The Contractor shall work closely with the MOE to identify an expanded list of potential schools that may benefit from this project based on the needs Jordan-wide and then prioritize schools within the list based on their specific needs. The Contractor is expected to verify all information received from the MOE and use Geographic Information System (GIS) and any other databases within MOE and MPWH to identify the catchment area for the proposed school and other factors affecting the selection. The Contractor shall make sure that there is a fair distribution of facilities for boys and for girls considering the overall needs.

B. Commitment : School staff, community and local education directorate for the selected school are supportive, committed, engaged and ready to take their share of responsibility during and after the school construction. The Contractor shall develop tools, in close collaboration with USAID and the MOE, to measure the level of commitment of school staff, local community and field directorate to support and sustain the outcomes of this project. For this criterion, the Contractor shall engage an educational and community subcontractor or expert(s) who are expected to conduct field visits to the schools, meet school principals, staff, and field directorate staff, local community and stakeholders. The Contractor shall propose for USAID and MOE’s approval a detailed plan on how it will accomplish this task. All findings and recommendations for a certain school shall be documented in a “school file” and must be used as a reference during the design stage if the school is selected. The “school file” shall summarize all the data about a certain school throughout the planning and design stages.

C. Ownership of land and legal documentation verification : Proposed schools and lands shall be owned by the MOE, unless specific approval is granted by USAID. The Contractor is responsible for verifying all property and legal documentation with the local authorities.

D. Topography and site conditions : The topography and site conditions must be appropriate for school construction. The Contractor shall conduct field visits to the nominated school sites. The Contractor shall ensure that the selected site is feasible for construction.

Those sites that are too steeply sloped, inappropriately small, require intensive preparation work, have major obstacles, or have incomplete property and legal documentation shall not be considered unless specific USAID approval is obtained for that site. The Contractor shall verify existing services (e.g. location of electrical and mechanical installations, sewage facilities) and if the site is served by utilities, and make sure there are no obstacles on the proposed construction site.

E. School size and occupancy rate : Selected schools shall not have less than 14 classrooms and the projected occupancy rate after year one of operations shall be more than 85%.

The Contractor, as part of school mapping process, shall verify the catchment area needs for the new selected school and the expected reduction in overcrowding in nearby schools.

During site selection and inspections, the Contractor shall work closely with the MOE to seek immediate substitution of any school site that is deemed inadequate for this project.

The Contractor shall inspect the new proposed substitution site(s) as part of its duties under this contract.

A School Selection Report shall be prepared by the Contractor and submitted to USAID and the MOE for approval in four packages:

i. The first package with the top six (6) priority schools is due within 90 days of the project start date

ii. The second package of the next six (6) schools is due within 180 days of the project start date

iii. The third package of the next six schools (6) due within 330 days of the project start date

iv. The last package of the remaining twelve (12) schools is due within the first 16 months of the project start date

The School Selection Report shall be school specific and reflect the analysis of all selection criteria. The report shall include school site data, site plans, description of existing structures (if any) and their conditions, proposed schools description, gender, grades, number of classrooms, and a complete space program with all proposed functions.

The format and contents of this report shall be agreed to with USAID.

It shall also include digital photo albums consisting of at least 12 professional high quality digital photos per site, documenting the site pre-existing conditions including information on where photos were taken (shown on the site plan) and any related information.

2) Design Guidelines: Schools shall be planned and designed to observe appropriate architectural practices, to meet prescribed functional programs, and to conform to applicable codes as part of normal professional practice.

The design guidelines shall be based on the international and MOE/MPWH standards. The Contractor shall comply with Jordanian codes and building standards, taking into consideration the requirements for cost and quality as well as the specific local context and design requirements. Design guidelines standards and codes shall be related to environment, occupancy, safety, security, lighting, ventilation, water supply, sanitation, maintenance, material and equipment specifications, sustainability, fire protection, zoning, access to facilities, function, size and space needed, architectural detail, and surface, flexibility and adaptability to changing needs, and durability. Guidelines shall addresses engineering design criteria for plumbing, electrical, and heating, ventilation, and air-conditioning (HVAC) systems.

In addition, guidelines shall consider the lessons learned and MOE/MPWH experience under schools projects. The Contractor must review previous and ongoing school construction, rehabilitation and improvement efforts and initiatives and conduct field meetings and workshops with MOE staff, students, teachers and community members to identify the critical challenges faced by students and school staff. Based on the outcomes, the Contractor shall develop design guidelines that include the basic concepts for all interventions under this project, detailed analysis of the challenges and how the proposed designs will address them, a summary of consultations with stakeholders, areas that will be considered during the conceptual designs, and proposed material and systems that will be used during the design.

The Contractor shall prepare the design guidelines report, in parallel with the schools selection reports, which shall be submitted to USAID and the MOE for approval within 60 days of contract start date and shall include the basic concepts for all interventions under this project, detailed analysis of the challenges and how the proposed designs will address them. All proposed solutions shall be supported by adequate studies and research. The “Design Guidelines” shall take into consideration previous and current initiatives, experience, and improvements to school designs, such as:

a. Site selection parameters, local community, Education Field Directorate

b. Appropriateness of required facility size, functions and location

c. Circulation patterns and efficient space usage

d. Designs that promote better learning that improves teacher performance and student achievement

e. Increasing the levels of safety and security, and creating a welcoming environment

f. Access and facilities for people with disabilities

g. Green design concepts and low operational and maintenance cost for schools

h. Select material and systems that are sustainable, easy to maintain and operate, and are cost-efficient, and innovative.

3) Field Visits, Site Inspections, Meetings and Data Gathering: The Contractor shall conduct field visits, site inspections, and meetings to gather data and information needed during the planning phase and all design stages. In addition, the Contractor shall meet and coordinate with the MOE and other stakeholders, develop generalized conditions of satisfaction, conduct a visual survey of site, conduct a photographic and video documentation of site, and conduct visual surveys of other completed schools, interview users and administrators, develop lessons learned. Confirm local and available materials, relative cost, construction types and constructability.

4) Environmental Assessment (EA) and Climate Risk Screening: Upon the approval of the first package of the new selected schools, the Contractor shall conduct an Environmental

Assessment (EA) for each new school as per the requirements stated under 22 CFR 216 and in accordance to the approved IEE for this program. This shall include, but is not limited to, conducting scoping sessions in school locations, preparing scoping statements, and preparing the final environmental assessment reports. The Contractor shall ensure that any mitigation measures identified within the EA are incorporated into the A-E designs and the tender documents where there are specific considerations for implementation of construction. The general requirements for the EA content can be found under 22CFR 216.6(d), at : http://www.usaid.gov/our_work/environment/compliance/22cfr216 .

The Contractor shall prepare an Environmental Mitigation and Monitoring Plan (EMMP) describing how the Contractor will, in specific terms, implement all IEE and/or EA conditions that apply to proposed project activities within the scope of the task order. The EMMP shall include monitoring the implementation of the conditions and their effectiveness.

Contractor shall integrate a completed EMMP into the initial work plan, and integrate an EMMP into subsequent Annual Work Plans, making any necessary adjustments to activity implementation in order to minimize adverse impacts to the environment.

In addition, the Contractor shall complete a detailed climate risk screening for potential climate-related risks, based on the initial climate risks screening that has been conducted by USAID and included in the Initial Environmental Examination (IEE). The detailed screening shall be guided by USAID’s Climate Risk Screening and Management Tool for Project Design (hereinafter referred to as the “tool”) and in compliance with Climate Risk Management for USAID Projects and Activities: A Mandatory Reference for ADS Chapter 201 .

The Contractor will identify impacts of climate change on the location (siting), functionality and sustainability of resulting infrastructure and infrastructure services; including but not limited to, seismic resiliency, air quality, increases in temperatures, more frequent extreme precipitation and heat events. If moderate or high climate risks are identified through application of the tool, appropriate adaptation and resilience measures shall be integrated into the planned education facilities, and they will be addressed by:

1. Integrating risk management measures into the current phase of the program cycle, and/or

2. Identifying risk management measures appropriate for future stages of the program cycle and the Climate Risk Management approach to be used moving forward.

The A&E firm can address climate risks through:

● Engineering analysis and designing infrastructure to hold up to more extreme events based on updated data and climate-impact models; construction and infrastructure projects are particularly vulnerable to heavy rainfall and flooding events.

● Selection of design standards and guidelines will be appropriate for long-term conditions in Jordan taking into account climate and other data evaluated in the design phase.

http://www.usaid.gov/our_work/environment/compliance/22cfr216 http://www.usaid.gov/our_work/environment/compliance/22cfr216

● Working with the relevant Ministries or GOJ counterparts to survey infrastructure to assess climate risk before designs are completed.

● Develop or update disaster management plans for infrastructure with regards to climate risks.

5) Field Survey and Topographic Mapping: Following the concurrence with the submitted Schools Selection Reports by the MOE and USAID, the Contractor shall conduct a full survey for the selected sites of the schools in order to initiate the A-E designs including the space programming.

The Contractor shall obtain the services of a qualified topographical surveying firm to perform the necessary survey work to support the design work for the 30 schools. Surveyor activities will include:

● Obtaining and researching existing utility plans and parcel descriptions and identifying site boundaries.

● Establishing ground control points and benchmarks

● Performing ground survey

● Identifying existing structure (plans and elevation), roads and buildings

● Identifying existing underground and above ground utilities

● Identifying roads within the vicinity of the site, size, elevations and condition

● Identifying contour lines using proper interval of marking and leveling grid, and fixing benchmarks with concrete

● Describing the status of all adjacent land, and their elevations relative to the project site

● Preparing base maps

6) Geotechnical Investigation: Geotechnical investigation will be conducted after creating concept layouts based on topographic survey data. The Contractor shall obtain the services of a qualified geotechnical testing firm to perform the necessary field investigations and lab tests to support the design work at each school site. The costs of such subcontract services shall be covered under the contract price.

● The Contractor shall verify the land to be used for buildings and external work in terms of size, location and any other information and drawings which might be required and shall define the soil investigation scope and indicate it in the work proposal according to the “Code of Site Investigation” issued by the MPWH.

● Procured services of local geotechnical firm shall include the preparation of boring/test pit location plans based on preliminary design, performing borings and test pits, conducting sampling, and developing conclusions and recommendations for design criteria

A copy of the test results, reports and deliverables shall be provided to A-E firms for completion of design work. The Contractor shall obtain the MPWH approval for the final soil investigation report.

7) Building Conceptual (30%) Design and Basis of Design Report (BODR): The Contractor shall develop site-specific conceptual designs for each site, which will be considered 30% design progress and shall be approved by USAID, and MOE, and MPWH. This phase shall include the preparation of drawings and conceptual design reports; this report will be developed throughout the detailed design phase to a basis of design report (BODR). The A-E conceptual design package which feeds into formal designs will comply with the local and international standards as indicated in section C.4.1.

The Contractor shall prepare and submit a BODR that will address the following:

● Assemble the preliminary functional program including:

▪ Finalized validated spatial program diagrams and site strategy

▪ Function activities analysis

● Design charrette including the design team for schools

● Refinement of program analysis

● Finalized building conceptual design and Basis of Design Report

The BODR shall show the typical analyses for basic parts of the project, including structural, mechanical and electrical features and each utility, and stating all criteria, factors, assumptions and codes on which the design is to be based.

The drawings and reports shall take into consideration the relevant factors; which include, but are not limited to:

a) Location (new structures/facility expansions) :

● Accessibility

● Environmental quality

● Land availability (for potential future expansion)

● Proposed new structure/expansion fits within the overall site master plan and has no negative impact on existing school functions

● Appropriate land topography

● Minimized external works (retaining walls, excavation and filling)

● Easy to connect to the existing utilities and services (e.g. electric/water)

b) Orientation:

● Minimize exposure to undesirable sunlight

● Make maximum use of prevailing winds for ventilation

● Provide for adequately designed window-shades (fixed or movable)

● Preserve existing vegetation, especially trees

● Orient sports fields so as to reduce glare

c) Spatial Requirements :

Requirements, as defined by USAID, MPWH and MOE, will be critically reviewed pertaining to improved functionality, circulation patterns, and efficient space usage within the designed new schools.

d) Environmental Standards :

● Appropriate acoustic standards ensured (minimal/no reverberation, sound transmission)

● Optimal light conditions (sizing and orientation of openings; consideration of contrast and glare as design factors)

● Climatic features of a given site should be taken into consideration, e.g. ventilation, solar radiation, average temperatures

● Color – both from an environmental/psychological and maintenance point of view

e) Cost and Value Engineering :

The Contractor shall make its best effort to propose options that achieve the project and design requirements at the lowest cost without sacrificing quality. The design options proposed by the Contractor shall be supported by cost analysis for each of the options, comparing the cost of the proposed items to the average price of similar projects in Jordan and justification of any increase in the schools cost.The cost estimate shall be developed and submitted to USAID for approval at the 30% design development, and is to be updated throughout the design stages per school (60%, 90%, 100%) Cost estimates shall be detailed and shall be based on recent relevant market prices. The construction cost resulting from the Contractor’s A-E designs shall not exceed the allocated budget by USAID.

f) Green Design :

To the extent possible, and considering the allocated budget, the Contractor shall incorporate “green building” design concepts. Below are illustrative areas to be considered during the design:

● Re-use of grey water for irrigation

● Use of energy and water saving devices and features

● Maximize the use of natural ventilation and daylight

● Use of renewable energy solutions

g) Proposed Systems and Material :

Selected systems and materials shall be identified at this stage. These systems and material shall be:

● Available locally from different sources, spare parts and after sale services also available locally at a reasonable price

● Safe and comply with the environmental requirements

● Durable, easy to maintain and operate

● Cost effective in terms of initial and long-term costs

h) Sustainability

The special technical concerns for “cost effectiveness” and “low operation and maintenance costs” contribute toward operational sustainability of the schools infrastructure investments. Technical performance includes interventions to improve energy efficiency, water consumption, and materials consumption. However, other factors also contribute to the sustainability of constructed facilities. Such factors include, but are not limited to, the management structure of the operating entity, the capabilities and experience of the operating staff, security factors, and community involvement.

i) Timeliness :

The Contractor shall ensure full compliance with the timelines for completing tasks and deliverables as indicated under this task order and as in the approved work plan.

j) Other :

● The Contractor shall comply with regulations and standards concerning earthquake-resistant design (seismic design requirements).

● Design shall take into consideration people with physical disabilities and special needs in every aspect, (e.g. regarding footpaths, staircases (ramps), sanitary facilities, and doors)

● Designs shall support a safe environment, healthy life styles and the use of modern technologies in schools

8) Stakeholder’s Engagement and Concept Design Review: The Contractor shall engage each school’s community, including school staff, local community, local education field directorate and key stakeholders, during the planning and early design stages to discuss the preliminary design options, and solicit their feedback and comments. The Contractor shall summarize the feedback and the recommendations related to school’s community input and include them in the conceptual design report that shall be submitted to USAID and MOE for review and approval.

The Contractor shall complete consultations, conduct individual and group meetings, interviews, and/or workshops with school community and other stakeholders to identify critical challenges to address in the design, and implement stakeholder engagement plans for the projects. The Contractor shall organize and coordinate meetings with USAID and MOE (and others as requested by USAID) to present and explain the concept design (30%).

The Contractor shall develop alternative design components, and facilitate review of design alternatives by stakeholders, and conduct peer reviews of designs performed under other programs. During this stage, the Contractor shall conduct at least one workshop for each designed school to present the proposed interventions and solicit feedback from MOE, potential education staff, education specialists, local field directorate, and other stakeholders.

Stakeholders engagement shall take place in three phases; after the school selection but before the conceptual design development, after the conceptual design development and once the construction services are procured.

9) Preliminary Cost Estimate (at the conceptual 30% design stage): Required cost estimates shall be detailed and prepared for any indicated components or equipment of the project and for the project as a whole. Estimates shall be broken down into items of construction, shall be based upon current material and labor costs, and shall be in sufficient detail as will permit analysis of the adequacy of the estimates. Estimates shall not contain lump sums that cannot be broken down and shall not exceed the allocated budget by USAID.

The preliminary cost estimate shall be developed and submitted to USAID for approval at the 30% design development, and is to be updated throughout the design stages per each school, detailed cost estimate (at 60% design stage) and prepare Engineer's Cost Estimate (at 100% design stage). All required furniture and equipment to be included.

All cost estimates shall be transmitted only to the USAID Contracting Officer in stamped/sealed envelopes.

10) Deliverables: Planning phase deliverables for each school shall include four hard copies and three electronic copies (via CD or DVD) of the following documents (due dates of submission for each deliverable shall be as specified in Section F – Deliverables Plan):

a) Schools Selection Reports

b) General Design Guidelines Report

c) Field Survey and Geotechnical Investigation Reports

d) Environmental Impact Assessment (EIA) Reports

e) Presentation of conceptual design options to USAID and MOE

f) Final Conceptual Design Package (considered 30% design progress) including :

1. Basis of Design Report ( 30% Design Progress)

2. Final Conceptual Design Drawings (considered 30% design progress) including :

● Illustrative site plan

● Floor plans with test fit of architectural items

● Building sections and elevations

● 3D visualization

● Architectural and civil design criteria

● Structural design criteria

● Building services – HVAC, plumbing and fire protection, where applicable

● Electrical design criteria

3. Preliminary Cost Estimate (one copy to USAID CO)

Electronic copies shall be in:

1. MS Word format for all documents except the design drawings and bills of quantities, in addition to a full copy in PDF.

2. Design drawings shall be in AutoCAD format, in addition to a full copy in PDF.

3. Bills of quantities shall be in MS Excel format, in addition to a full copy in PDF.

II. Detailed Design Phase

Once the site-specific conceptual design recommended during the planning phase has been approved by USAID and MOE, the Contractor will be authorized to proceed with the detailed A&E Design. Any deviations or changes from the approved 30% designs shall be approved by

USAID.

The Contractor shall prepare the architectural, structural, electrical and mechanical detailed design for each school, which shall be submitted for USAID and MPWH approval at 60% (intermediate) and at 90% (pre-final) design progress.

The intermediate (60%) design is required for all features of the project, including site plans, each facility section and structure, floor plans with dimensions and functional arrangement of all areas, elevations and locations of principal items of required equipment, elevations, sections of structures, and typical wall sections.

For heating, air conditioning, mechanical ventilation and plumbing, and special mechanical features and other equipment, the Contractor shall indicate the location, capacity and space requirements of all major items of mechanical equipment. Single line indication and riser diagrams of ducts, pipes and equipment and their approximate location shall also be shown.

Indication shall be made to piping and ductwork. Approximate operating ranges or capacity for heating, ventilation, air conditioning and refrigeration equipment shall be clearly stated.

For electrical systems, the Contractor shall indicate typical lighting arrangements, types of fixtures proposed, special electrical requirements of the using services, including communications and electronic facilities where applicable, light and power service entrance and distribution arrangement. Conduits, including those to be wired by others, shall be shown together with indication as to whether conduits are exposed. Functional areas having exposed conduits shall be delineated. Riser diagrams, showing service equipment, feeders, and panels, other than branch circuits shall be shown. Location, capacity and space requirements of all major items of equipment shall be shown service and switching equipment and panels. Power, communication and electronic features will be indicated in sufficient detail to identify requirements clearly and to indicate the means of satisfying the requirements

1. Main Detailed Design Components : The detailed designs shall include (but are not limited to) the following documents:

a) Architectural Works:

● Building envelope design

● Life Safety design

● Accessibility requirements

● Interior design, including appropriate finishes for each space

● Energy efficient/sustainable products

● Site plan 1/200: The site plan shall clearly indicate all existing and proposed structures, works and utilities at each school site

● Plans, elevations and sections 1/100

● Furniture plans 1/100

● Architectural details for external and internal works (variable scale) where needed

● Any other plans or details as needed

b) Civil (Site) Works:

● Excavation

● Utilities

● Site grading and drainage

● Site Lighting

● Landscaping and plantings

c) Structural Works:

● Proper design parameters (Seismic, Wind, Live, Dead Loads, etc.)

● Soil investigation report

● Footing plans 1/100

● Structural reinforcement plans for slabs, beams, columns and staircases

● Structural details

d) Mechanical (HVAC) :

● Size and type of HVAC systems

● Heating, cooling, and level of control of HVAC systems

● Efficiency of HVAC systems

● Ventilation, outdoor air, humidity control, and filtration of systems

● Supply and return air systems

e) Mechanical (Plumbing) :

● Size of incoming water and wastewater services

● Number of restrooms and drinking fountains

● Design of hot and cold water system, including hot water pump system (if required)

● Distribution and locations of hand-washing and sinks

f) Mechanical (Fire Protection):

● Size of incoming fire protection supply size

● Riser design

● Fire pump sizes and design of electrical supply

g) Electrical (Power) :

● Size of electrical service

● Size of MDPs with future flexibility of power system for new equipment

● Ground fault protection, equipment ratings & overcurrent protection devices

● Size and duration of Emergency power systems

● Lightning Protection system (if applicable)

h) Electrical (Lighting):

● Lighting levels for each type of space in the building

● Lighting fixture types (protected against accidental breakage)

i) Electrical (Other Systems) :

● Fire detection and alarm system design

● Communication system design

j) Detailed Electrical, Mechanical, Communication, and coordination plans :

● Detailed plans of electrical works 1/100 (or other as appropriate; including wiring, panels, power supply, lighting points, infrastructure for computer systems or other equipment, etc.)

● Detailed plans of mechanical works 1/100 (or other as appropriate; including Heating, Ventilation and Air-conditioning (HVAC), firefighting; water distribution, drainage sanitary and plumbing works)

● Coordination plans with all architectural, furnishing, electrical and mechanical elements and systems

k) School Furniture and Equipment

● School furnishing layouts for each division, rooms, educational and administrative space that respond to MOE requirements and international codes

● School equipment layouts that respond to MOE requirements and support a modern learning environment

● Full list of furniture and equipment and quantities for each school

2. Required Documents:

A. Cost Estimates : Detailed cost estimate (at 60% design stage) and Final Engineer's Cost Estimate (at 100% design stage) shall be submitted to USAID Contracting Office in sealed envelope. Costs for all required furniture and equipment to be included.

● Detailed Cost Estimate (at 60% design stage) shall be based on contract drawings completed to the percentage established in the task order and other designated data.

The estimates shall be accurate and realistic, reflecting current prices for work and materials, and taking into account and external factors that may affect the estimated cost in the future. The estimates shall be broken down into major items of construction. Each major item shall be further broken down into component units of labor and materials with the quantity and cost of each unit shown. Detailed cost estimates shall present separate costs for each line item, broken down into costs for individual division and components.

● Final Engineer’s Cost Estimate (at 100% design stage) shall be based upon the completed contract drawings and specifications. This estimate comprises a revision of the preliminary cost estimate. The estimates shall be accurate and realistic, reflecting prices for work and materials escalated to the midpoint of construction. The estimates shall be broken down into detailed items of construction. Each item shall be further broken down into component units of labor and materials with the quantity and cost of each unit shown. Pricing of quantity surveys shall include the pricing of square meters areas and cubage’s. Lump sum amounts for items that cannot be readily analyzed will not be accepted. Cost estimates shall present separate costs for each line item, broken down into costs for individual divisions and components

● Priced Bills of Quantities (BOQ) for each designed facility.

B. Certified Final (100% design stage) Documents : After USAID and MOE approval of all conceptual (30%), intermediate (60%), and pre-final ( 90%) design drawings, the Contractor shall prepare the Final (100%) design drawings and documents. The Contractor shall prepare five copies of the final design documents to be approved and stamped by the Civil Defense, Jordan Engineers Association and relevant local authorities for the purpose of construction permitting.

C. The Contractor shall prepare any other reports, periodic progress reports, financial reports, work plans, performance monitoring plan, or studies as needed to perform this work and /or as requested by USAID.

D. The Contractor shall develop a notional construction schedule and milestones.

3. Deliverables

Detailed design phase deliverables for each school shall include four hard copies and three electronic copies ( via CD or DVD) of the following documents (due dates of submission for each deliverable shall be as specified in Section F):

a. Intermediate Design Package (considered 60% design progress) including :

o Design Drawings and Details.

o Technical Specifications o Basis of Design Report

b. Pre-final Design Package (considered 90% design progress) including :

o Design Drawings and Details.

o Technical Specifications o Basis of Design Report o Detailed Cost Estimate( at 60% design stage)

c. Five hard copies and one soft copy of the Certified Final Design Documents ( at 100% design stage) - stamped by the Civil Defense, Jordan Engineers Association and relevant local authorities – including :

o Final Design Drawings and Details.

o Final Technical Specifications o List of Required School Furniture o Final Basis of Design Report o Cost Proposal Template - Unpriced Bills of Quantities (BoQs)

d. Final Engineer’s Cost Estimate (at 100% design stage)

e. Priced Bill of Quantities (BOQs)

f. Permits

III. Bidding Phase

(1) Tendering Documents : After addressing all finial review comments, and after USAID, MOE, and MPWH’s approval of the final design documents, the Contractor shall prepare all tender documents required for the 100% design submittal. Final content and packaging will be as required by USAID and MOE, and MPWH.

The tendering shall follow USAID's Automated Directives System (ADS) 305: Host

Country Contracts ( http://www.usaid.gov/ads/policy/300/305 ) rules and procedures or other alternative procedures as directed and approved by USAID. The tender documents will be based on International Federation of Consulting Engineers (FIDIC).

According to the format approved by USAID, the Contractor shall prepare:

● Tendering strategy that will ensure the selection of qualified construction contractors, completing the works within the assigned time, and achieving the best value.

● Prequalification questionnaires and contractor prequalification procedures

● Tendering Requirements, Contract Conditions, Special Conditions of Contract

(FIDIC-based) according to USAID approved format

● Technical Specifications: shall be specific to the project, clear, concise, complete, correct and consistent

● Cost Proposal Template - Bills of Quantities (BoQs)

● Design Drawings

● Basis of Design Report

In addition, The Contractor shall also provide support to the MOE to obtain construction permits.

Contractor shall prepare twenty hard copies and three electronic copies of Detailed

Designs and Tender Documents at 100% design progress, complete and ready for tendering according to the following schedule:

Description Year 1 Year 2 Year 3 Year 4 Year 5

100% A/E designs 6 12 12 0 0

(2) Tender Documents Packaging

The Contractor shall package schools in multiple tender packages based on the total estimated contract value, the geographic site locations, and other considerations that may affect the cost, time implementation schedule, needs, and the efficient use of resources.

The construction contracts for the schools are implemented under the host country contracting mechanism which is managed by the Ministry of Public Works and Housing (MPWH). Construction contracts are usually awarded to prequalified local Jordanian firms and subject to USAID host country contracting rules and regulations.

A tender packaging strategy shall be prepared by the Contractor and submitted to

MOE/MPWH and USAID for approval. The Contractor shall prepare a prequalification questionnaire for construction contractors taking into consideration the required http://www.usaid.gov/ads/policy/300/305 qualifications to implement the works under the construction contracts. In addition, the Contractor may conduct market research to identify the potential bidders, and develop short lists of construction/supplier contractors.

(3) Support During Bidding:

The construction…