A04_FINAL_THRB_Exhibit_Design_SOW_5_12_23.docx

National Park Service | Standard Exhibit Planning, Design, and Fabrication Specifications

EXHIBIT DESIGN SERVICES

THEODORE ROOSEVELT BIRTHPLACE NATIONAL HISTORIC SITE

1 PROJECT BACKGROUND

The Theodore Roosevelt Birthplace National Historic Site (THRB) is located inside a New York City brownstone on East 20th Street in Manhattan. THRB contains the reconstructed five floor brownstone townhouse designed as a memorial and place to interpret Roosevelt’s ideals and legacies. The reconstructed townhouses contain five period rooms, two museum galleries and other museum functions, a library, auditorium, storage, and a bookstore. The original 1865 brownstone was demolished in 1916 and in 1923, two private historical organizations, the Women’s Roosevelt Memorial Association and the Theodore Roosevelt Association, opened the “Roosevelt House” to the public. From its origin the Roosevelt House was intended to serve as both a museum and research facility that illustrates the environment that influenced Roosevelt’s youth. This contract will focus on developing new exhibits for the two museum galleries rooms located on the ground level and first floor level. All historic cabinetry shall be kept intact and adaptively reused in this new design.

2 GENERAL REQUIREMENTS

The project shall be the planning and design of new exhibits for the Museum Gallery at the THRB in New York, New York. The project includes coordination with the Contracting Officer (CO), Contracting Officer’s Representative (COR), and park staff.

The contractor shall provide all services including labor, materials, facilities, and travel necessary to plan and design museum-quality interpretive exhibits for the THRB in accordance with the specifications as detailed in this contract and its attachments. Work shall include the planning and design of all exhibit structures, graphic layouts, audiovisual elements, interactive elements, artwork, artifacts, historical vignettes, sculpted models, object reproductions, lighting design, and information desk. Work shall also include comprehensive research for obtaining all necessary reference information and materials to design, specify, and provide comprehensive reference material for all the models, props, and artwork required in this contract. Work requires coordination, through the Contracting Officer’s Representative (COR), with staff at the park, to coordinate the exhibit planning and design effort with any necessary building infrastructure improvements. Work shall also accommodate the participation of the park’s affiliated American Indian tribes in the exhibit planning and design process. The park is responsible for the removal of existing exhibits.

All work under this contract shall be performed in accordance with the terms herein, including all attachments. The government shall furnish, as appropriate, required data, materials, and access to project information necessary to perform the production of work as required.

2.1. Point of Contact

The contractor’s Project Manager (PM) shall be the primary point of contact between the contractor and COR. The contractor’s PM shall have full authority to act for the contractor on all matters relating to this contract, and shall perform the following work:

1. Be available to take or respond to telephone calls or electronic mail messages during normal hours of operation (8:30 am–5:00 pm local time).

2. Establish office procedures to ensure that messages are relayed to the Project Manager when out of the office or because of time zone differences.

3. Respond to emergency messages from the COR on the same day they are received. All non-urgent messages from the COR shall be responded to in no more than two business days.

2.2. Quality Control

The contractor shall provide quality control to ensure that all elements of project work meet the requirements of the contract specifications and that all modifications are implemented. The Project Manager shall provide routine inspections of contractor and subcontracted work to ensure it meets contract specifications and shall oversee the quality of work produced and implemented at all phases of the project. Any work found not acceptable or compliant with the specifications shall be corrected prior to inspection or review by the COR.

2.3. Government Furnished Property/Information

The government will provide spreadsheet samples. See 3.10.3 for further info. The COR will provide these at the time of award. No disposition is required for the government furnished information.

If government-furnished material is provided during the course of the contract, the contractor shall receive, inspect, and inventory all government-furnished materials and ensure that this material is forwarded to the appropriate unit or person within the contractor’s organization for use in the project. The Project Manager shall notify the COR via email within seven (7) days after receipt if government-furnished materials are not satisfactory for their intended purpose. The Project Manager shall notify the COR via email as soon as possible, but no later than three (3) business days, if government- furnished materials are lost or damaged while in the contractor’s possession. The contractor shall be responsible for the security and protection of government-furnished property or materials in connection with this contract. Following acceptance of all work by the government, the contractor shall return to the COR all government-furnished property.

2.4. Schedule

The contractor shall schedule, coordinate, oversee, and manage work produced and installed under this contract. Track work progress to ensure that the project is completed according to the schedule. Coordinate and confirm the dates for all submittals and meetings with the COR.

2.4.1. Status Reports

Provide a monthly status report to the COR that includes the status of the project, issues that affect the schedule and budget, and an updated schedule based on the information at hand.

2.4.2. Electronic Project Schedule

The contractor shall produce a detailed, complete electronic, emailed project schedule listing all required submittals and their review times. The project schedule shall also include site visits, design inspections, design team activities, and closeout submittals.

The contractor shall submit a preliminary electronic, emailed project schedule to the COR for review and approval seven working days prior to the post award meeting. The contractor shall update the approved schedule and resubmit to the COR three (3) working days prior to every project status meeting for the life of the project.

2.4.3. Planning/Design Schedule

The contractor shall coordinate and confirm dates with the COR for benchmarks regarding planning and design phases and delivery of these to Federal Hall N.M.

2.5. Meetings, Travel, and Electronic, Emailed Presentations

Meet with the CO, COR, and park staff as specified below. The contractor shall document all issues discussed and decisions made relative to the project. The contractor shall prepare and distribute to the COR a trip report or meeting minutes of all telephone conversations, site visits, in-person meetings, or other discussions related to the project.

Attendees Duration/Days on site

Schematic Design and Value Analysis

2.6. Submittals

The COR may require informal submittals of the contractor’s work-in-progress to document the current status and level of production of the project.

The contractor shall coordinate all submittals and review them for legibility, accuracy, completeness, and compliance with contract requirements. Forward all submittals to the COR (see submittal format below) for review and approval. Receive all reviewed submittals and take appropriate action according to the approval or rejection by the COR, as follows:

2.6.1 Approvals and Rejections

1. Approved Submittals - The contractor shall ensure that all changes, revisions, or additions required by review comments are addressed and incorporated into future submittals.

2. Rejected Submittals - When submittals are rejected, the COR will notify the contractor, in writing, identifying the reasons for rejection. The contractor shall ensure that the submittal is completed and/or revised as required and resubmitted within five to twenty-one days depending on complexity, within the time scheduled by the COR. If the submittal goes beyond the 21 days the contractor will work with the COR to address the reason. Reasons for rejection include:

· Incomplete Submittals – Approval of the submittal is delayed because required elements are missing. The contractor shall submit all missing elements.

· Unacceptable Submittals – The submittal is rejected due to poor quality of work or work that does not otherwise meet the established project goals. The contractor shall submit new material.

2.6.2. Submittal Format

1. Three printed copies and one electronic PDF copy of each document submittal is required.

2. Two copies of graphic prints and material samples are required.

3. One design sample of models, mock-ups, and prototypes is required.

4. Submittals shall be sent via overnight delivery service unless otherwise specified in the scope of work below.

5. Both printed and electronic submittals shall be delivered seven calendar days prior to scheduled presentation of material.

6. Any Microsoft Office submittals shall be provided in an accessible 508-compliant format.

2.6.3. Transmittal Sheet

The contractor shall include a transmittal in the form of a printed letter, PDF document, e-mail, or fax cover sheet along with all samples, proofs, prints, reports, digital files, digital images, and multimedia files, sent from the contractor to the COR. This includes all copies sent to the park or other copied recipients.

The transmittal shall include the following information:

· "From" (Contractor's name and contact information);

· "To" (COR's name);

· Date submittal was shipped;

· Project name and park name;

· Itemized list of contents; and

· List of copied recipients who received the same submittals.

2.7. Accessibility

Exhibits planned, designed, and fabricated for the National Park Service shall follow the latest published version of Attachment 5, Programmatic Accessibility Guidelines for National Park Service Interpretive Media, Version 2.4, October 2019. These Guidelines are a combination of best practices, NPS and Department of the Interior directives, and federal laws. Federal laws include the Architectural Barriers Act, Sections 504 and 508 of the Rehabilitation Act as amended, and the 21st Century Communications and Video Accessibility Act.

The contractor shall be aware of and pursue principles of universal design throughout all phases of the design build process. Universally designed exhibits and environments can be accessed, understood, utilized, and appreciated to the greatest extent possible by all users regardless of ability. Universal designs reflect not only accommodations to select groups, but also include approaches that are broadly inclusive and integrated into a larger whole to the benefit of all users. Principles of Universal design are detailed in Appendix C of Attachment 5, Programmatic Accessibility Guidelines for National Park Service Interpretive Media.

Accessibility requirements for visitors with specific disabilities shall be addressed within the designed and built exhibits. If the site or criteria of the project do not address accessibility as defined in the attachments, or pose challenges to accessibility, a full description of required corrective actions shall be provided to the COR of the accessibility solutions. See Attachment 5, Programmatic Accessibility Guidelines for National Park Service Interpretive Media for requirements addressed under specific disabilities.

2.7.1. Audiovisual Accessibility for Exhibits

Every audio, silent video, and audiovisual program in every exhibit is required to provide descriptive audio, hearing assistance, captions, and/or navigation buttons, as follows:

2.7.1.1. Audio-only Programs

Audio-only programs require hearing assist for the hard of hearing and captions for the deaf. The hearing assist requirement may be met using either; sound wands with volume control and reset, HTML based Wi-Fi transmitted text and receiver, or a FM transmitter and handheld receiver. Captions for the deaf are displayed on a monitor synched with the audio.

2.7.1.2. Silent Video Programs

Silent videos require descriptive audio for people who are blind or have low vision, and notification, via on-screen caption or label adjacent to the monitor, for the deaf or hard of hearing that the video is silent. Delivery of descriptive audio is provided in the exhibit through a headset jack, a sound wand, or via Wi-Fi streaming in conjunction with the Exhibit Audio Description Tour app. When descriptive audio is delivered via headset jack, a label with the raised AD symbol and headset icon is required.

2.7.1.3. Audiovisual Programs

Audiovisual programs in exhibits require descriptive audio for people who are blind or have low vision, hearing assist for the hard of hearing, and captions for the deaf. Any of the delivery methods for audio-only programs and silent video programs may be used to meet these requirements.

2.7.1.4. Navigation Buttons

Touch screen user interfaces require external control navigation buttons for people with limited mobility.

2.8. Design Parameters

The contractor shall plan and design exhibits for the THRB Museum in accordance with the project attachments, in close consultation with the COR and project subject matter experts, and the following:

2.8.1. Space Allocation

Traditionally, since before the national historic site structure and contents were transferred to the NPS, the exhibit cases on the ground floor “museum gallery” housed collection items that helped illustrate and interpret the life and careers of Theodore Roosevelt. The current exhibit displays were created long before modern museum curation standards; therefore, over time the objects became in danger of deterioration from exposure to certain environmental conditions (in particular, light and temperature damage). For preservation purposes, most of the collection items have been removed and almost all the permanent cases are now empty with few exceptions. This task order shall develop creative design solutions for the underutilized historic display cases while at the same time upgrading the traditional cases to the standards found in Attachment #1 Exhibit Planning, Design, and Fabrication Specifications, (190-page PDF April 2020) and Attachment 3: Exhibit Conservation Guidelines. In addition, the contractor shall comprehensively evaluate the museum’s floorplan and pursue space alternatives with the goals of improving visitor flow, improving the interpretive experience, and improving the spatial and functional relationship between the exhibits and the visitor service areas.

The planning and design under this contract covers approximately 2,000 square feet of the museum’s interior space. The distribution of the exhibit area and visitor services is not limited to its current configuration.

Specifically, the contractor shall plan and design the following areas in accordance with Attachment 16: THRB Space Allocation Plan and as follows:

· Ground Floor Room G-15 (approximately 1,000 sq. ft.)

· First Floor Room 108 (approximately 1,000 sq. ft.)

2.8.2. Themes

The contractor shall design exhibit elements that address the following themes describe below:

Overcoming Adversity.

The comfort and opportunities inherent in the wealthy, Gilded Age/Victorian-era home and family life that Roosevelt experienced as a youth helped him overcome a potentially limiting childhood illness and develop into an intellectually and physically bold adult who welcomed and successfully navigated numerous challenges in his public life. That same intrepid and ambitious approach he promoted as “The Strenuous Life” was developed in his youth and led him to build a successful political career despite the restrictions common to members of the upper class in the late 19th century.

The Conservation Movement.

Roosevelt’s insatiable scientific curiosity, his appreciation of nature, and his life as an avid outdoorsman and explorer, all instilled in boyhood, largely contributed to his role as a leader of the conservation movement, culminating in his pioneering work as president in setting national standards for the preservation of cultural and natural resources and expansion of federally protected public lands.

Theodore Roosevelt as Reformer.

Roosevelt’s strong beliefs in merit, achievement, and progress based on empirical evidence and the scientific method as applied to social problems laid the foundation for his career as a reformer and were dramatically articulated throughout his public life, beginning with his role as a state legislator, through his term as 26th president of the United States.

Vision for America’s Future.

Heralding a vision of America as a world power and an equitable society at home, President Roosevelt guided the United States into the 20th century while creating a modern model of the presidency as the center of the nation’s political life.

Preservation of Childhood Home.

Foreshadowing the idea of the modern presidential library, what is now Theodore Roosevelt Birthplace National Historic Site was established by two private historical organizations, the Women’s Roosevelt Memorial Association and the Theodore Roosevelt Association, as a combined museum and research facility that would illustrate the environment of his youth that developed Roosevelt and serve to perpetuate the memory, legacy, and political principles of the nation’s 26th president.

2.8.3. Use Rights

The contractor shall acquire use rights and production quality copies of all third-party images and other intellectual property (IP) required to produce the graphic layouts in the exhibit as specified in Attachment 1, Exhibit Planning, Design, and Fabrication Specifications, Section 17. The contractor shall plan budget for acquisition of 4% of use rights and production quality images and other IP used in the exhibits (of the planning and design budget).

This will be a not-to-exceed (NTE) contract line item (CLIN) for the acquisition of images and usage rights, not including labor. All costs associated with this work will be reimbursed on an actual cost basis. Back up information will be required with invoices requesting payment for this work.

2.8.4 Production Budget

For this project, the contractor shall design to a Production Budget between $540,000 - $580,000. The Production Budget shall include:

a. Production of all original audiovisual and electronic interactive programs.

b. Production of original artwork: illustrations, maps, and photographs.

c. Production or acquisition of all custom elements: topographic maps, architectural models, custom electronic elements,

d. Production of the Exhibit Audio Description program, including script development.

3 DESIGN SERVICES

3.1. General

The contractor shall provide all technical, professional, non-personal services, including all labor, materials, equipment, supplies, facilities, travel, management, and supervision necessary to provide THRB with exhibit design services for the THRB Museum. Work includes: the development of Schematic Design 1 & 2; Design Development 1, 2, & 3; Production Design 1 & 2; Production Support; Design Inspections; Punch List, and Audio Description; and Closeout.

3.1.1. Specifications

The contractor shall perform all services required hereunder in accordance with this Statement of Work (SOW) and all attachments.

3.1.2. Design Considerations

In planning and designing exhibits for the THRB Museum, the contractor shall take into account as essential design considerations the following: life safety, barrier-free design, accessibility/universal and programmatically accessible design, sustainability, energy conservation, artifact conservation including daylight modulation from skylights, windows, and doors, if applicable, control of sound-spill from AV programs, security provisions, integration and compliance with existing architecture where relevant, lamping, functionality, maintenance, conservation, and durability restrictions.

Exhibit lighting design shall prioritize artifact conservation, energy conservation, sustainability, and maintenance, and shall be appropriate to the exhibition space. LED track lighting shall be the default standard. Other lighting systems may be used where indicated by design or functional requirements and as approved by the COR.

3.1.3. Codes and Standards

All exhibits shall be designed in accordance with applicable codes, standards, design parameters or regulations noted in this or other sections of this contract, and in the location in which the exhibit shall be installed. In case of conflict between codes, standards, or regulations, the most stringent requirement shall apply.

Upon award, the contractor shall participate in a project kick-off conference call to review contracting requirements and procedures with the project CO and COR.

3.2. Pre-Design

In Pre-design, the contractor shall gain a clear understanding of the project’s history, the park’s resources, and the roles of other project team members and stakeholders. Work in this phase focuses on preparing a solid foundation for all work that follows, ensuring that the project is logically structured, and its goals are understood and realistically attainable within the budget, schedule, and other specified parameters.

The contractor shall:

4. Review government furnished materials (all contract attachments).

5. The Project Manager, Exhibit Developer, and Exhibit Designer shall travel to THRB, in New York, New York, for the post-award meeting and exhibit planning workshop. The meeting shall consist of two, eight-hour days and the contractor shall complete the following work:

a. Orientation to park experience

b. Identify and document media and object resources at park

c. Orientation to and documentation of architectural space

d. Conduct Exhibit Planning Workshop, including:

· Analyze space and propose recommendations

· Review existing planning documents

· Review and/or develop design criteria

e. Review and/or develop themes, goals, and objectives, including:

· Define target audience

· Define the desired visitor experience

· Document results of workshop

6. Identify sources for existing media resources and develop Resource Package Abstract.

7. Develop Project Brief, including:

a. Current overview of project, including updated information and understandings.

b. Interpretive themes and objectives.

c. Identification and analysis of all project goals in terms of their effect on the development and successful completion of the exhibit.

d. Approach and solutions for barrier free and programmatic accessibility that are specific to the needs of the project.

e. Analysis of the project budget, including review and/or development of a Class C Production Estimate.

f. Analysis of the project schedule, and all other known parameters on the development and successful completion of the project.

3.3. Schematic Design

Work in this phase is organized into two sub-phases: Schematic 1 (SD1) and Schematic 2 (SD2). Schematic 1 includes development of several alternative schemes for organizing both the interpretive content and physical layout of the exhibits. Schematic 2 includes development of a preferred alternative. Major stories, exhibit elements, and presentation techniques are illustrated and described.

3.3.1. Schematic Design 1

During this phase, the contractor shall:

1. Conduct Content Research, including:

a. Survey and record repositories of relevant resources

b. Develop Resource Package Level 1 Develop Schematic Design 1, including three (3) schematic design exhibit alternatives:

a. Bubble diagrams that identify themes and concepts, placed in relationship to each other and to the physical space.

b. One preliminary sketch for each alternative that communicates the overall design intent.

c. A title for each alternative, with written descriptions of how each scheme accomplishes the established project goals, including working titles and narrative of all exhibit scenes.

d. A narrative addressing preliminary Universal Design and accessibility approaches, including proposed approach for audio description.

e. Class B Production Cost Estimate and life-cycle cost estimates for each alternative.

Present Schematic Design 1 / Conduct Design Charette:

a. The Project Manager, Exhibit Developer, Exhibit Designer, Certified Value Specialist, and SME shall travel to THRB, in New York, New York.

b. The meeting shall consist of three, eight-hour days. The Project Manager, Exhibit Developer, Exhibit Designer, and Certified Value Specialist shall attend all three days of the meeting.

c. The Certified Value Specialist shall facilitate the Value Analysis process to select a Preferred Alternative.

d. The Contractor shall prepare and present supporting materials for Value Analysis.

Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

Submit a Draft of the Value Analysis Report to the COR for review and approval.

3.3.2. Schematic Design 2

During this phase the contractor shall:

1. Develop and submit Schematic Design 2 with Preferred Design Alternative including:

a. Written exhibit walkthrough

b. Overall design approach, including:

i. Media style and appearance.

ii. Universal design, and programmatic accessibility approach.

iii. Audio description narrative approach and Production Plan.

iv. Floor plan with individual exhibit Scenes, Content Groups, and major elements identified.

v. Overview of Electronic Programs.

vi. Perspective view renderings that communicate design intent of each scene

vii. When required in the individual task order, provide an animated /interactive walkthrough or physical scale model of the exhibition.

viii. Lighting solutions, and approach

ix. Resource Package Level 2, with its content integrated into exhibit walkthrough description

x. Class B Production Estimate and revised life-cycle cost estimates for preferred alternative.

xi. Final Value Analysis Report.

Present Schematic Design 2 as follows:

a. The contractor shall facilitate a two-hour virtual meeting and conference call with screen-sharing capacity to present the Schematic Design 2.

b. The Project Manager, Exhibit Developer and Exhibit Designer.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.4. Design Development

Work in this phase is organized into three sub-phases: Design Development 1 (DD1), Design Development 2 (DD2), and Design Development 3 (DD3). Design Development 1 builds on the plan approved in the Schematic Design phase. Its emphasis is on confirming all major elements of the design and includes continued content planning. Design Development 2 focuses on the two-dimensional exhibit content, including the first full drafts of graphic layouts and all exhibit text. Design Development 3 focuses heavily on developing all interpretive content in detail, with continued design refinement to ensure effective presentation of the content within the exhibit.

3.4.1. Design Development 1

During this phase the contractor shall:

Develop and submit the following:

a. Overview with narrative description, including interpretive purpose statements and objective, for each exhibit Scene and Content Group.

b. Perspective view renderings that communicate design intent of each Scene and Content Group.

c. Exhibit Design Drawings that shall serve as the basis for Production Design drawings in later phases.

d. Sample graphic layouts/graphic approach/typography.

e. Text Level 1.

f. Preliminary material, finish, and color selections.

g. AV Concept Treatment, and proposed program type and display format for each proposed Electronic Program.

h. Revised Audio Description Production Plan, to include proposed audio description trigger types, trigger locations, and Table of Contents main menu selections.

i. Preliminary Content Management Database including entries for the following:

AO - accessioned objects CE - custom elements, including any non-accessioned objects EE and EP - audiovisual and digital interactive elements IM - images LA - text labels

j. Programmatic and universal design approach and solutions.

k. Updated Class B Production Cost Estimate and life-cycle cost estimate.

1. Provide recommendations for any alterations that are needed to the facility to accommodate the new exhibition design (i.e., floor and wall treatments/colors). In order to coordinate with any exhibit area electrical upgrades, the contractor shall provide an electrical plan with the locations for electrical, conduit, and other building coordination needs; and information regarding the electrical loads for all exhibit spaces to inform, and be coordinated with, the building renovation work.

Present Design Development 1 as follows:

a. The Project Manager, Exhibit Developer and Exhibit Designer shall travel to THRB, in New York, New York.

b. The meeting shall consist of two, eight-hour days. The Project Manager, Exhibit Developer and Exhibit Designer shall attend.

Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.4.2. Design Development 2

During this phase the contractor shall:

Develop and submit the following:

a. Full draft of all graphic layouts.

b. Text Level 2.

c. A first draft of the AV Program Production Treatment for each Electronic Program.

d. Selected Exhibit Design Drawing sheets, as required to show major design changes requested at Design Development 1.

Present Design Development 2 as follows:

a. The contractor shall facilitate a 3-hour virtual meeting and conference call with screen-sharing capacity to present Design Development 2.

b. The Project Manager, Exhibit Designer and Exhibit Developer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.4.2. Design Development 3

During this phase the contractor shall:

1. Develop and submit the following:

a. Graphic Layouts Package, organized according to exhibit Scenes, to include:

Overview with narrative description, including interpretive purpose statements and objective, for each exhibit Scene and Content Group.

Perspective view renderings that accurately show the placement of graphic layouts within the three-dimensional exhibits.

Complete graphic layouts, showing full layouts as well as enlarged sections with text and image at legible size for review.

Text Level 3.

b. Exhibit Design Drawings, to include:

i. Floorplans and elevations of site and existing conditions.

ii. Plan and elevation views of each Scene/Content Group, showing exhibit structures and all interpretive content with Content Management identification key numbers, and proposed colors, materials, and finishes.

iii. Proposed fabrication details, methods, or performance specifications for unusual exhibit structures.

iv. Reflected ceiling plan and proposed lighting plan.

v. Data and electrical wiring plan, including locations of floor and wall outlets, junction boxes, switches, controls, and associated electronic elements.

c. Content Management Database to include the following reports:

Comprehensive Exhibit Plan AO - Accessioned Objects Schedules AO - Accessioned Objects Facsimile Sheets CE - Custom Elements Schedules CE - Custom Elements Facsimile Sheets EE - Electronic Equipment Schedules EP - Electronic Program Schedules GL - Graphic Layout Schedules IM - Image Schedules IM - Image Facsimile Sheets

d. Electronic Programs Report including:

Updated AV Program Concept Treatments and AV Program Production Treatments for AV Programs and Digital Interactives.

Flow charts for Electromechanical Programs.

Electronic Equipment locations, wiring paths, circuit and switch locations.

Audiovisual, digital interactive, and electromechanical technical specifications.

Updated Audio Description Production Plan, to include audio description trigger types, trigger locations, and Table of Contents segment titles and sub-menu selections.

e. Content Specialties Reference Package – a first draft including an entry for any exhibit element that requires detailed subject matter, creative, technical, and/or artistic input. See Attachment 1, Exhibit Planning, Design, and Fabrication Specifications – Section 16, Content Specialties for typical categories of exhibit elements included in this Reference Package.

f. Final Constructability report, identifying all structures.

g. Solutions for programmatic accessibly exhibit elements.

h. Material, finish, and color samples.

i. Updated Class B Production Cost Estimate and life- cycle cost estimate.

Provide updates to the DD1 recommendations for any alterations that are needed to the facility to accommodate the new exhibition (i.e., floor and wall treatments/colors), and electrical requirements (including loads).

Present Design Development 3 as follows:

a. The Project Manager, Exhibit Developer, Exhibit Designer shall travel to THRB, in New York, New York.

b. The meeting shall consist of two, eight-hour days. The Project Manager, Exhibit Developer, and Exhibit Designer shall attend.

Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.5. Production Design

Work in this phase is organized into two sub-phases: Production Design 1 (PD1) and Production Design 2 (PD2). Production Design 1 includes preparation of all documents needed for exhibit fabricators to understand and price the project. Production Design 2 includes completion of all other outstanding design and content development tasks.

3.5.1. Production Design 1

During this phase the contractor shall:

1. Develop and submit the following:

a. Graphic Layouts Package, organized according to exhibit Scenes, to include:

· Overview with narrative description, including interpretive purpose statements and objective, for each exhibit Scene and Content Group.

· Perspective view renderings that accurately show the placement of graphic layouts within the three-dimensional exhibits.

· Complete graphic layouts, showing full layouts as well as enlarged sections with text and image at legible size for review.

· Text Level 4.

b. Exhibit Design Drawings, to include:

i. Floorplans and elevations of site and existing conditions.

ii. Plan and elevation views of each Scene/Content Group, showing exhibit structures and all interpretive content with Content Management identification key numbers, and proposed colors, materials, and finishes.

iii. Proposed fabrication details, methods, or performance specifications for unusual exhibit structures.

iv. Reflected ceiling plan and proposed lighting plan.

v. Data and electrical wiring plan, including locations of floor and wall outlets, junction boxes, switches, controls, and associated electronic elements.

c. Content Management Database to include the following reports:

· Comprehensive Exhibit Plan

· AO - Accessioned Objects Schedules

· AO - Accessioned Objects Facsimile Sheets

· CE - Custom Elements Schedules

· CE - Custom Elements Facsimile Sheets

· EE - Electronic Equipment Schedules

· EP - Electronic Program Schedules

· GL – Graphic Layout Schedule

· IM - Image Schedules

· IM - Image Facsimile Sheets

d. Electronic Programs Report including:

· Final AV Program Concept Treatments and AV Program Production Treatments for AV programs and Digital Interactive Programs.

· Final flow charts for Electromechanical Programs.

· Detailed technical specifications and cut sheets for all audiovisual, digital interactive, and electromechanical programs and equipment.

· Audio Description Production Plan, including:

· A diagram of exhibits indicating required power sources.

· The types and locations of triggering hardware.

· Table of Contents with segment titles and submenus.

e. Content Specialties Reference Package.

f. Acquire use-rights and production-quality copies of all third-party images and other intellectual property.

1. Present Production Design 1 as follows:

a. The contractor shall facilitate a two-hour virtual meeting and conference call with screen-sharing capacity to present Production Design 1.

b. The Project Manager, Exhibit Designer, and Exhibit Developer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

1. Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.5.2. Production Design 2

At Production Design 2, all exhibit firm logos and other firm-identification shall be removed from Production Design 2 submittals. Production-ready files shall be provided to the COR and shall become government property. During this phase the contractor shall:

1. Develop and submit the following:

a. Final Graphic Layouts Package, organized according to exhibit Scenes, to include:

· Complete graphic layouts, showing full layouts as well as enlarged sections with text and images at legible size for review.

· Text Level 4 corrections.

· Production-ready graphic files.

b. Final Exhibit Design Drawings that convey all necessary design intent and details for the fabricator to create fabrication shop drawings.

c. Final Content Management Database.

d. Final Electronic Programs Report:

· Final Concept and Production Treatments for AV programs, and Digital Interactive Programs.

· Flow charts for Electromechanical Programs.

· Updated detailed technical specifications, cut sheets, and wiring diagrams, for all audiovisual, digital interactive, and electromechanical programs and equipment.

· Updated Audio Description Production Plan.

e. Final Content Specialties Reference Package.

f. Final use-rights documents package, with signed original content licenses.

1. Present Production Design 2 as follows:

a. The contractor shall facilitate a two-hour virtual meeting and conference call with screen-sharing capacity to present Production Design 2.

b. The Project Manager, Exhibit Designer, and Exhibit Developer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

1. Following the PD2 presentation, the contractor shall provide all corrections to the Production Design 2 submittal, as provided by the COR. The contractor shall prepare and organize all exhibit material and submit the final, corrected versions to the COR. All final, corrected, and production-ready files shall become government property.

3.6. Production Support

Work in this phase includes creative and technical support during fabrication of the project. During exhibit fabrication, the contractor’s Project Manager and Exhibit Designer shall provide input and clarify questions regarding the production of the final Production Design 2 package. The contractor’s Project Manager and Exhibit Designer shall participate in production reviews, which include the following:

1. Travel to the Preliminary Shop Inspection at the fabricator’s facility

2. Review of shop drawings

3. Participation in production conference calls.

4. Designer will be available to answer support questions from fabricator.

4 DELIVERY ON DESIGN

4.1. Deliverables and Destination Point

All deliverables shall be shipped Free on Board (FOB) destination, within consignee’s premises, with all shipping and transportation costs prepaid, unless otherwise specified. Deliverables shall be shipped by either registered or certified mail to ensure that shipments can be traced, if lost.

4.2. Deliverables Shall Include the Following:

1. Meeting minutes from each project meeting or conference call (one copy, electronically via email)

2. Project Brief (one pdf, three printed copies)

3. Schematic Design 1 (one pdf, three printed copies)

4. Value Analysis Report (one pdf, three printed copies)

5. Schematic Design 2 (one pdf, three printed copies)

6. Design Development 1 (one pdf, three printed copies)

7. Design Material, Color, and Finish sample board (two copies)

8. Design Development 2 (one pdf, three printed copies)

9. Design Development 3 (one pdf, three printed copies)

10. Revised Material, Color, and Finish sample board (two copies)

11. Production Design 1 (one pdf, three printed copies)

12. Production Design 2 (one pdf, three printed copies)

13. Fabrication Material, finish, and color plans (one copy)

14. Planning/Design elements at Preliminary and Final Design Inspections.

15. Design inspection punch lists (one pdf)

16. Planning/design punch list (one pdf)

17. Delivery of all audio description plans

18. Closeout (one printed and bound copy, and one hard drive containing all final project native files)

Liam Strain National Park Service 26 Wall Street New York, NY 10005

4.3.2. Exhibit Planning/Design Delivery

Liam Strain National Park Service 26 Wall Street New York, NY 10005

4.4. Payment Schedule

Upon completion and acceptance of the following deliverables, the contractor shall be paid a firm-fixed-price as shown below:

***The Contractor shall propose as part of their quote. All deliverables shall be reviewed and approved by the COR prior to payment.

5 TRAVEL

In accordance with Public Law 99-234, "Federal Civilian Employee and Contractor Travel Expense Act of 1985", travel-related expenditures for Contractor's personnel are restricted to the limits established for federal employees. This includes mileage for company-owned vehicles.

The contractor shall travel as required to support program tasks. All travel arrangements are to be made by the contractor. Payment for transportation, per diem, mileage, parking, and other fair and reasonable travel expenses will be paid in accordance with the effective Federal Travel Regulations as amended and supplemented by the Department of the Interior travel regulations where applicable. No Federal travel authorizations are to be issued. The contractor shall make every effort to keep travel costs to a minimum. No reimbursement will be made for parking at a contractor's normal place of work. No overhead, profit or G&A shall be allowed on travel costs.

Travel costs shall be reimbursed in accordance with the Federal Travel Regulations. Travel is only funded to the extent specified within the travel CLIN. The contractor shall not incur any travel costs in excess of the amount funded within the travel CLIN. The government shall not be liable for any travel related costs incurred by the contractor which are in excess of the total amount funded within the travel CLIN.

If the contractor has reason to believe they may exceed the amount funded on the travel CLIN, they shall notify the government Contracting Office immediately. Additional funding may only be added to the travel CLIN through a formal signed modification issued by a government Contracting Officer. Profit, fee, G&A or overhead may not be incurred on travel costs.

6 ATTACHMENTS

The following listed documents are attached and incorporated into this contract.

1. Attachment 1: Exhibit Planning, Design, and Fabrication Specifications, (190-page PDF April 2020)

2. Attachment 2: HFC Editorial Style Guide

3. Attachment 3: Exhibit Conservation Guidelines

4. Attachment 4: Architectural Barriers Act (ABA) Standards

5. Attachment 5: Programmatic Accessibility Guidelines for National Park Service Interpretive Media, (85-page PDF 2019)

6. Attachment 6: National Park Service Standard Specifications for the Production and Installation of Electronic Programs, (49-page PDF July 2018)

7. Attachment 7: Content Management Data Fields Guidelines, (10-page PDF 2018)

8. Attachment 8: Intellectual Property Guidelines for Harpers Ferry Center Interpretive Media, (57-page PDF 2018)

9. Attachment 9: Sample Use Rights Letter, (1-page MS Word, 2018)

10. Attachment 10: Museum Exhibit Planner template, (1-page PDF, 2018)

11. Attachment 11: Component Inventory Schedule Form, September 2018, MS Excel, consisting of 8 sheets

12. Attachment 12: Component Inventory Sample, September 2018, Excel, consisting of 8 sheets

13. Attachment 13: Art Documentation Form, 2020, PDF, consisting of 2 pages

14. Attachment 14: AV Completion Report, 2019, PDF, consisting of 4 pages

15. Attachment 15: Descriptive Exhibit Tour Interior Exhibit Module, Installation and Equipment Guide, May 2020, PDF, consisting of 8 pages

16. Attachment 16: THRB Space Allocation Plan (one page PDF)

17. Attachment 17: THRB Foundation Document (four page PDF)

7 EVALUATION CRITERIA

Award will be made to the offeror who submits the best overall proposal that is determined to be the most beneficial to the government, with appropriate consideration given to the evaluation factors that are listed in descending order of importance (all sub-factors are also in descending order of importance).

· VOLUME I – TECHNICAL CAPABILITY

· VOLUME II – MANAGEMENT PLAN

· VOLUME III – KEY PERSONNEL

· VOLUME IV –PAST PERFORMANCE

· VOLUME V - PRICE

The non-price factors when combined are significantly more important than price. Offerors are cautioned that the award may not necessarily be made to the lowest priced offer. Best value is defined as the expected outcome of an acquisition that, in the government's estimation, provides the greatest overall benefit in response to the requirement in accordance with FAR 2.101.

The government reserves the right to make a selection based upon initial offer without discussions; therefore, the offeror should submit their best terms in their initial offer. The government also reserves the right to enter into discussions and request revised offers if needed and may also determine to make no award.

7.1. Volumes

1. The quote shall be submitted electronically as stated below:

· Volume I – TECHNICAL CAPABILITY (including two sub-factors)

· Volume II – MANAGEMENT PLAN

· Volume III – KEY PERSONNEL

· Volume IV – PAST PERFORMANCE

· Volume V – PRICE

2. All volumes shall be submitted via email to Roselyn_Sessoms@nps.gov. In the event files are too large for email, offerors shall submit a single, multi-platform Universal Serial Bus (USB) Flash Drive. All files on the USB Flash Drive shall be readable on both a Windows PC and a Mac using standard office software. The USB Flash Drive shall be encrypted, and the contractor shall submit a password to access the files. Any files sent by mail shall be sent to:

Roselyn Sessoms Contract Specialist National Park Service Interior Region 1, North Atlantic - Appalachian 210 New York Avenue Staten Island, NY 10305