AMENDMENT 1.pdf

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Architect/Engineer Services IDIQ Multi-Year Humboldt-Toiyabe Natl Forest
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SOLICITATION AMENDMENT 1

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AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NO.

3. EFFECTIVE DATE

7/9/2009

4. REQUISITION/PURCHASE REQ. NO

5. PROJECT NO. (If applicable)

6. ISSUED BY CODE 7. ADMINISTERED BY (IF OTHER THAN ITEM 6) CODE

ADMINISTRATIVE CONTRACTING OFFICER, USDA, USFS

SPRING MTN. NATIONAL REC. AREA

4701 N. TORREY PINES DRIVE

LAS VEGAS, NV 89130

SAME

9A. AMENDMENT OF SOLICITATION NO. AG-

9360-S-09-0006

9B. DATED (SEE ITEM 11) 06/12/2009

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State, and Zip Code)

ALL OFFERORS

10A. MODIFICATION OF CONTRACT/ORDER NO.

CODE:

FACILITY CODE:

10B. DATED (SEE ITEM 11)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered, solicitation is amended as set forth in item 14. The hour and date specified for receipt of Offers is extended is not extended.

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 2 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers, FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If Required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS,

IT MODIFIES THE CONTRACT/ORDER NO., AS DESCRIBED IN ITEM 14

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify Authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43,103 (b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is NOT is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.

1. The solicitation/request for qualifications is Amended as follows:

a. Solicitation is clarified by publishing the questions received, and the answer given in response to the original posting.

b. A revised "Statement of Work" attachment replaces the prior attachment. The revised Statement of Work adds "Cadastral Surveys" to the tasks which may be called for under the resulting contract.

c. The due date for qualifications submissions is extended by 1 week. The amended due date/time is 1700 hours Local Time on August 3, 2009

All other terms and conditions of the solicitation remain the same.

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER

16A. NAME AND TITLE OF CONTRACTING OFFICER

15B. CONTRACTOR/OFFEROR 15C. DATE

SIGNED

16B. UNITED STATES OF AMERICA

16C. DATE

SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

NSN 7540-01-152-8070 STANDARD FORM 30 (REV. 10-83)

Previous Edition Unusable Prescribed by GSA FAR (48 CFR) 53.243 sroehr Typewritten Text sroehr Typewritten Text sroehr Typewritten Text sroehr Typewritten Text 07/14/09 sroehr Typewritten Text sroehr Typewritten Text

A/E Services IDIQ Multi-Year Humboldt-Toiyabe National Forest Solicitation Number : AG-9360-S-09-0006

AMENDMENT #1

PART 1: Clarifications via Q&A: In order to identify and clarify areas of concern to the potential A&E Firm respondents, we asked for questions in the solicitation. After receiving and reviewing the questions, removing duplicates, and organizing by topic, we present this Q&A response as Part 1 of this Amendment.

General & Administrative

1) I am interested in joining an A&E firm's team to bid on the above contract. Can you tell me how I can find A&E firms who have had contracts with your office in the past?

ANS: There are no A & E Firms who have done business with us in the past, as this is our first solicitation for A&E Services during our tenure. The best recommendation would be to look frequently at the “Interested Vendors” Tab at the Federal Business Opportunities Website for the contact information of firms who are likely to be submitting qualification to us, and contact them.

You can also enter your firm information there, in hopes of other firms contacting you as well.

2) Will there be other IDIQs in the near future? For this region and for other regions?

ANS: For the Spring Mountains, this is the only IDIQ of this type which we anticipate for a number of years, however there are other IDIQ’s for these services in various stages of planning being considered at our regional office level, (Region 4, Ogden, UT), and in other regions as well.

It is recommended that you check the Federal Business Opportunity website frequently.

3) Is there a list of consultants (perhaps pre-qualified) that the Forest Service has worked with?

ANS: There is no list at this time. Please see the answer to question 1.

4) Does each member of the team have to be registered in ORCA to be eligible for this contract or is it just mandatory for the Prime Proposer?

ANS: It is certainly a good idea for any and all companies and firms who intend to do business with the Federal Government, either now, or in the future, be registered in ORCA and CCR, and possess a Dun and Bradstreet Identification number (DUNS). To specifically answer this question, however, it will only be necessary that the firm presenting its qualifications as the prime firm be registered at CCR and in ORCA in order to be considered.

5) Is there a preference that the principal firm be an architect or an engineer?

ANS: There is not a preference on type of principal firm--the principal firm may be a firm/joint venture with combined A-E capabilities or a principal firm with primarily architectural or engineering capabilities with a team of subcontractors and sub consultants to fulfill the solicitation requirements. Submissions will be evaluated on the basis of responsiveness to the evaluation criteria and submission requirements and the ability to meet the requirements in the Statement of Work.

6) Will you create a shortlist of some kind based on those firms that express interest and submit their 330 on July 27, 2009?

ANS: Yes. The Brooks Act procedures for selection of an A/E Firm from the FAR Part 36 will be followed.

7) Multiple Awards:

Will multiple firms be selected to handle this work, or do you anticipate choosing only one team?

Can you please give us an idea of how many contracts you anticipate awarding for this IDIQ?

ANS: We have left open the technical possibility of multiple awards in order to have the option open to the Government during source selection. However, we expect to award all to one single firm. In the very unlikely event that more than one firm was to receive award, it would not be a division of the contract by discipline. It would be more of a regional decision. As it stands right now, the anticipated performance area is only the Humboldt – Toiyabe National Forest, and one firm should be able to accommodate the entire area.

8) Do you anticipate that an EIS will need to be done at the site, or has one been done already?

ANS: An Environmental Impact Statement is being prepared for the Middle Kyle Complex project. While the EIS has not yet been fully completed, it is expected that the Draft EIS will be released to the public in August 2009, with a Record of Decision in 2010. This EIS is not part of this contract.

Submittal

1) Can our firm submit a SOQ just for surveying and civil engineering? Or are we required to submit an SOQ as part of a team that would provide all of the services listed?

ANS: We are looking to award to firms which provide all of the services listed, so if you are only interested in portions, this would be a subcontracting or partnering opportunity. There is no intent of partial award at this time.

2) Since the IDIQ is for a range of projects unidentified as yet, and there is a huge possible number of potential specialty technical sub-consultants that may be needed, is it expected that all possible or simply just the likely basic sub-consultants be identified at this point? In either case, what specific sub-consultant disciplines should be included in the SF330s?

ANS: Evaluation factors and SF 330’s should indicate the capability to accomplish the overall requirements included in the Statement of Work. If a higher level of expertise is necessary for a particular task order after award, the specific requirements would be included in the task order and negotiated with the contractor—this could potentially include recruitment of additional resources not identified in the original submission.

3) If the total page count is limited to 50 pages of content please indicate what level of staffing depth you would like to see for our technical and specialty consultants. Would you like to see Principals only, Project Manager/Project Engineers only, or both?

ANS: Staffing depth for the offeror’s team should be sufficient to indicate the capability to accomplish the overall requirements included in the evaluation factors and the Statement of

Work. To be fully responsive to this item may require listing principals, project manager/project engineers and other key staff involved with the production of designs, and construction management services.

4) Do sub-consultants need to complete both parts I and II of the SF330s?

ANS: Sub-consultants need to complete only Part II of the SF 330.

5) The submission instructions indicate the sub-consultants need to complete SF 330 Parts I and II. Do they need to complete Part A, B and C of Part I? It appears that the items E thru H would be the portion of Part I that would be required. Please advise.

ANS: Part I of the SF 330 should include resumes of key personnel proposed for this contract, and other pertinent information on the proposed team—this includes the prime contractor, joint venture partner firms, sub consultants and subcontractors. Refer to SF 330 form instructions for information on how to complete the form.

6) If the entire proposal is to be bound as a single document is it acceptable to provide our responses to the Evaluation Factors under Section H: Additional Information?

ANS: Responses to Evaluation Factors should be separate from the SF 330. Only provide the requested information once—reference the SF 330 (Part and Section) or the Evaluation Factor instead of repeating information in both documents. To assist the Evaluation Board, the Evaluation Factors section should contain as much as the information as possible but it is permissible to reference the SF 330 for the information. Ensure that all information requested in the solicitation posting is responded to in the firm’s submission.

7) Page count:

The solicitation states: "The entire proposal should not exceed 50 double-sided pages..." Does that mean that the proposal would have 25 sheets of paper with 50 sides of print or 50 sheets of paper with 100 sides of print?

Do the front and back covers count in the page count?

Does the cover letter count toward the page count?

Are the full SF330s for each of the sub-consultants included in the 50 double-sided page count?

Under Submission Requirements and Evaluations, it states that SF 330s are required for the prime and subs. Is the full SF 330 required for each sub or just the Part II [see Answer under Submittal Question #4 above], and with that, are all the sub SF 330s part of the 100 page limit?

Reference Submission Requirements and Evaluation Section first paragraph, 50 double-sided pages, can we verify 50 double sided pages or can it be 100 single sided. Also, all consultant 330's are included in the page count, correct?

It states that, “the entire proposal should not exceed 50 double-sided pages.”

Does that mean the proposal is limited to 50 pages of content (equal to 25 physical pages), or 50 physical sheets with two sides of text (equal to 100 pages of content)? Please advise.

Also under Submission Requirements and Evaluations, is the Organization Chart included within the 100 page limit?

ANS: The page limitation for the submission is 50 sheets of paper, which may be single sided or double sided (100 sides of print) or a combination thereof not to exceed 50 sheets. Front and back covers, tab separators and cover letters do not count toward the page count. The SF 330’s and the proposed team’s organization chart does count against the page limitation.

8) SF 330 binding:

Reference Submission Requirements and Evaluation Section first paragraph, SF 330's are to be submitted by prime firm and sub-consultants. A separate response is required for the evaluation factors. Can the two submittals be bound as a single package with easily identifiable separation?

Under “Submission Requirements and Evaluations” it states that the responses to the Evaluation Factors 1 – 5 should be submitted separately, yet it refers to the ‘entire proposal’ as including the SF330. Please confirm that the SF330 and the Evaluation Factor responses should be individually bound documents.

The submission requirements and evaluations section instructs to “Submit a separate response for the evaluation factors.” Is this to be bound with the SF330s and is it included in the page count?

Do the responses to the evaluation criteria have to be completely separate from the 330 submittal, or can it all be combined and separated by dividers?

ANS: It is preferred, but not required, that the entire submission be in one bound document.

Tabs or dividers may be used to distinguish the SF 330’s from the evaluation factors. The evaluation factors count against the page limitation.

9) Is there an established point scoring system for the Evaluation Factors? If so, what is it?

ANS: There are weights assigned to each of the factors, which when totaled add up to 100 percent to the evaluation factors portion of your submission. No factor makes up less than 10%, nor more than 25% of the total. Therefore, It is important when preparing answers to the evaluation factors to treat each factor as important, and to address each factor completely in order to receive optimal consideration of your qualifications submission.

10) Under Evaluation Factor 1 Offerors are directed to present two works exhibiting performance under a set design guideline. Is this request directed at the entire team’s past performance (such as architect and landscape architect and exhibit design) or limited to the project prime (architect)?

ANS: The successful firm(s) will be required to follow guidance in the Spring Mountains NRA Built Environment Image Guide (one of the solicitation attachments) for design projects on the Spring Mountains NRA. The Board desires to evaluate the firms experience working with similar guidance on other projects. The interest is primarily in architecture and/or site design projects.

11) Reference Evaluation Factor 1 - Specialized Experience and Technical Competence.

Can the projects identified in Evaluation Factor 1 (minimum of five projects . . . no more than ten will be reviewed) also be used elsewhere in the submittal? Evaluation Factor 1 allows a possible 10 projects to demonstrate capability for paragraph 1, two projects to demonstrate capability for Evaluation Factor 1 in paragraph 2, and two projects to demonstrate capability for Evaluation Factor 1 paragraph 3, for a possible total of 14 projects. Clarification?

ANS: Past experience that is relevant to the evaluation factor may be used more than once.

12) I would like to know how important Factor 2 - Proximity is to the committee when selecting a firm. We have experience working in this Forest and are confident with our experience but if the proximity to a huge factor than we need to realize that prior to submittal.

ANS: The Proximity factor is weighted less than Factor 1, and weighted more than Factors 3-6.

The importance of this factor in the selection of process will be dependent on submissions received from the offerors. Consideration of all the factors combined will be used to select the firm(s), so it is conceivable that a firm that was weak on this factor, but strong in the other factors could be very competitive in the selection process.

13) For firms that are not within a 50 mile radius of Las Vegas and that would not get the proximity points, does that deficit either preclude or severely diminish their chances of being short listed?

ANS: See answer to Question #12 above. Also, this factor includes other evaluation elements that could count toward a partial score for this factor even if the office/key personnel for the lead architect-engineer and construction management firm were not located within the 50 mile radius of Las Vegas.

14) Is the Landscape Architect considered one of the critical consultants that must fall within the 50 mile radius, or does that apply only to the Prime Proposer?

ANS: The Landscape Architect if located outside the 50 mile radius of Las Vegas would not count against the locality factor score.

15) Given the established page constraints is it appropriate to reference back to the 330 resumes in our response to Evaluation Factor 3 for items such as education, registration, and longevity with the firm?

ANS: Yes, it is acceptable to reference back to the SF 330 for these elements.

16) Reference Evaluation Factor 4 - Past Performance. Can you define what is meant by construction management on projects? Do you consider that Construction Administration? Is it OK if the firm can perform both?

ANS: The scope of potential construction management services include those items included in Section 12 of the Statement of Work, one of the documents included in the solicitation posting.

The scope of services does include contract administration activities.

17) Reference Evaluation Factor 4 - Past Performance. List of 4 projects, again, clarification on use of projects throughout the submittal.

ANS: Relevant past experience may be referenced more than once in evaluation factors as long as the minimum number of references is included for any one factor.

Statement of Work

1) In the "Summary of Work" the list of anticipated technical professional services include areas in Exhibit Fabricator and Construction Engineering / Project Management. Is it expected that sub-consultant / subcontractor firms which are not design firms, such as these two examples, be part of the team and should submit SF330s? Or is it rather that the AE design team will be professionally qualified to coordinate and work with an exhibit fabricator and construction engineering / pm firm that are hired by the client?

ANS: The Exhibit Fabricator and Construction Engineering/Project Management expertise should be part of the offeror’s team with appropriate SF 330 and evaluation factor information.

2) For the "Training tutorial" expertise requirement, please explain what kind of tutorial would be needed. For example, is it for the building mechanical equipment? If there are several types of tutorial requirements, please provide the type of expertise needed.

ANS: Training tutorial services (Reference section 11.5 of Statement of Work) if required would be identified in the specific task order. Typically the nature of tutorial services, if ordered, would be related to operations or care of equipment, landscaping and infrastructure systems.

PART 2 – Revised Statement of Work:

This Amendment replaces the Statement of Work with a revised Statement of Work dated July 2009. Changes to the SOW include: Title changed to more accurately represent potential area of services (Humboldt-Toiyabe National Forest); formatting issues which caused portions of paragraphs to deleted at page breaks in Adobe pdf conversion corrected (paragraphs at top of pages 7, 9 & 11); and insertion of "cadastral surveys and/or inspections" in Section 3 - Description of Services, page 6. Please replace current Statement of work, Dated in June, with the corrected one dated in July, and attached with this Amendment.

STATEMENT OF WORK

FOR

INDEFINITE DELIVERY INDEFINITE QUANTITY (IDIQ)

ARCHITECTURAL & ENGINEERING (A-E) SERVICES

HUMBOLDT- TOIYABE NATIONAL FOREST

USDA FOREST SERVICE

INTERMOUNTAIN REGION

July 2009 Revised: Amendment 1

Solicitation Number AG-9360-S-09-0006 1

TABLE OF CONTENTS

1. GENERAL DESCRIPTION:

1.1 Scope of Services

1.2 Task Orders

1.3 Construction Cost Limitations

1.4 Geographic Location of Work

1.5 Ownership of Design/Documents Prepared for Government

2. TASK PROPOSALS:

2.1. Pre-Proposal Responsibilities

2.2. Clarifications

2.3. Requirements for Proposal Submittals

3. REQUIRED SERVICES:

3.1. Description of Services

3.2. Pre-Design Charrettes

3.3. Description of Typical Submittals

3.4. Submittal Review Process

3.5. Responsibilities during Task Order Bidding

4. DESIGN POLICY AND CRITERIA:

4.1. Design Policies, Certifications, Registration

4.2. Forest Service Engineering Manuals and Handbooks

4.3. (Leadership in Energy and Environmental Design) LEED

4.4. Environmental Decision Documents/ NEPA Documents

5. DESIGN SERVICES, CONSTRUCTION PERMITS:

5.1 Responsibilities

5.2. Changes during Design

6. DESIGN SERVICES, PREPARATION AND CONTENT OF DESIGN ANALYSES:

6.1 Description and Criteria

6.2 Content

7. DESIGN SERVICES, DRAWINGS:

7.1 General Requirements

7.2 Drawing Requirements

7.3 Half-Sized Drawings

7.4 Electronic Deliverables

8. DESIGN SERVICES, SPECIFICATIONS:

8.1 General Requirements

8.2 Format for Specifications

8.3 Use of “Or-Equal” Clauses

8.4 Electronic Deliverables

Solicitation Number AG-9360-S-09-0006 2

9. DESIGN SERVICES, COST ESTIMATES:

9.1 Requirements for Preliminary Submittal

9.2 Successive Design Submittals

9.3 Summary Sheets

9.4 Electronic Deliverables

10. DESIGN SERVICES: PREPARATION OF BID SCHEDULES:

11. OTHER SERVICES:

11.1 Reports and Studies

11.2 Advanced Planning Services

11.3 Comprehensive Interior Design Services

11.4 Artistic Visual Representations and Models

11.5 Other Professional Services

12. CONSTRUCTION MANAGEMENT SERVICES

12.1 General Requirements

12.2 Contractor Schedule

12.3 Monitoring Contractor Performance

12.4 Management and Inspection Service Staff

12.5 Construction Staking

12.6 Contractor Payments

12.7 LEED Project Documentation

12.8 Review of Submittals

12.9 Contract Modifications

12.10 As-Built Documents

12.11 Shop Drawings

12.12 Correspondence

12.13 Labor Standards

12.14 Additional Services

12.15 Photography

12.16 Web-Based Media

12.17 Temporary Facilities

12.18 Limitation of Authority

Solicitation Number AG-9360-S-09-0006 3

STATEMENT OF WORK

FOR

INDEFINITE DELIVERY INDEFINITE QUANTITY (IDIQ)

ARCHITECTURAL & ENGINEERING (A-E) SERVICES

1. GENERAL:

1.1. Scope of Services:

The work required under this indefinite delivery, indefinite quantity (IDIQ) contract consists of furnishing all services, materials, supplies, plant, labor, transportation, and performing all work necessary for production of facility and recreation design and project management of construction projects. All references to “A-E” or ”Firm” apply to the architectural, engineering construction management and planning services contractor and all consultants and/or sub-contractors hired by the Firm. All other references to the “contractor” refer to the entity that is or will be performing the associated construction efforts.

1.1.1. Facility/ Recreation Design and Construction Management: Furnish personnel to provide professional services in support of design and construction (or renovation) with qualifications to practice in the following disciplines including but not limited to: Architecture, Landscape Architecture, Civil Engineering, Structural Engineering, Surveying, Mechanical Engineering, Environmental Engineering, Fire Protection Engineering, Historical Preservation and Rehabilitation, Electrical Engineering, Construction Engineering, Construction Management, Materials Testing, Interpretive Design and, Interpretive Fabrication.

1.2. Task Orders:

As requirements are identified by the assigned Project Manager, Task Orders will be issued by the Contracting Officer to perform any and all required services. The Forest Service will prepare a Scope of Work for each task issued under this IDIQ. The task order(s) will describe:

1.2.1. The nature and scope of the work required and expectations of the Forest Service for the performance of the work.

1.2.2. The performance period for the task. Including the submittal dates, percentage(s) of completion required, and review period timeline.

1.2.3. Any spreadsheets or forms the government requires the A/E use during the design or construction management performance period.

1.2.4. Previous data or studies that might affect the performance of the work.

1.2.5. Individual Task Orders may request the following types of services as discussed in detail in this document:

1.2.5.a. Design Services 1.2.5.b. Other Services 1.2.5.c. Construction Management and Inspection

1.3. Construction Cost Containment :

The Task Order will identify the project construction cost limits. The Firm must design all projects within the construction budget. At the 50% completion phase, if the A-E determines that the budget is inadequate to accomplish the construction described, notify the Contracting Officer with a written explanation. All investigation and design shall cease until the Firm submits a recommended solution to the Contracting Officer.

Solicitation Number AG-9360-S-09-0006 4

Investigation and design shall continue after the receipt of instructions from the Contracting Officer. The construction budget should only increase after the 50% completion phase if the Forest Service amends the task.

1.4. Geographic Location of Work:

Task Orders under this contract will be issued primarily for Forest Service projects near Las Vegas, Nevada in the area know as the Spring Mountains National Recreation Area (SMNRA). Task orders may also be issued for other areas of the Humboldt-Toiyabe National Forest, which includes National Forest System lands located in California and Nevada. For forest information and locations visit http://www.fs.fed.us/r4/htnf/. The majority of the work will be located on the SMNRA, a district within the Humboldt-Toiyabe National Forest of the Intermountain Region.

1.5. Ownership of Designs/ Documents Prepared for Government:

All designs, drawings, specifications, notes and other works developed in the performance of this contract shall become the sole property of the Government and may be used on any other design or construction project without additional compensation to the Contractor. The Government shall be considered the "person for whom the work was prepared" for the purpose of authorship in any copyrightable work under 17 U.S.C. (US Code) 201(b) With respect thereto, the Contractor agrees not to assert or authorize others to assert any rights nor establish any claim under the design patent or copyright laws. The Contractor for a period of three (3) years after completion of the task order agrees to furnish all retained works on the request of the Contracting Officer. Unless otherwise provided in this contract, the Contractor shall have the right to retain copies of all works beyond such period.

2. TASK PROPOSALS:

2.1. Pre-Proposal Responsibilities:

2.1.1. The Firm shall conduct on-site review prior to submitting proposals. The Firm shall become thoroughly familiar with the existing conditions and all previously studies and information affecting the services to be provided.

2.2. Clarifications:

Questions regarding Task Orders should be resolved prior to submission of the fee proposal. Submission of the proposal shall be interpreted as the Firm’s understanding of and agreement within the conditions of this SOW and the Task Order.

2.3. Requirements for Proposal Submittals:

2.3.1. Quality Control Plan: The Firm is required to submit a quality control plan at the beginning of this indefinite delivery/indefinite quantity contract for approval.

2.3.2. Task Orders: The Contracting Officer will forward a Request for Proposal

(RFP) that will include a Task Order Statement of Work and a tentative Schedule for Project Completion. If the Firm's proposal is acceptable, the Task Order will be awarded. If further negotiation is required, the Firm will be notified.

Solicitation Number AG-9360-S-09-0006 5 http://www.fs.fed.us/r4/htnf/

2.3.3. Labor Structure:

Submit a Summary of Costs spreadsheet, containing the discipline, and level/grade (i.e. Mechanical Engineer, Sr. ME, Chief/Principal ME) of personnel generally to be used (Architects, Engineers, Spec Writers, Cost estimators, Clerks, Draftsmen, etc.), as well as (A) Direct Labor costs, (B) Material costs, (C) Travel costs and (D) Other costs. This format shall be used for all Task Order proposals.

3. REQUIRED SERVICES:

Description of Services: The contractor will design and prepare construction drawings and specifications for public roads, trails, bridges, utility systems, buildings, administrative, and recreational sites. Typical administrative facility work includes, but is not limited to: design of offices, warehouses, housing, fire stations, landscape areas, roadways, utility systems, and site planning. Typical recreation facility work includes, but is not limited to: design of trails, roadways, bridges, visitor centers and/or visitor orientation and learning facilities, retail space, picnic/campgrounds and amenities including comfort stations, utility systems, site plans, off road vehicle areas and winter sports areas. The Forest Service may also require additional services including, but not limited to: cost estimating, topographical surveys, cadastral surveys and/or inspections, right-of-way plats, special reports, testing services, soil boring reports, historical facility surveys, traffic studies, interpretive display/exhibit design and fabrication, and special engineering reports. Specific requirements will be identified in individual task orders.

3.1.1. Design Services: These services include but are not limited to production of designs, plans, drawings, design analyses, cost estimates, LEED documentation, and specifications required to execute a site specific construction project. Design services may include design charrettes, existing building condition plans, landscaping, recreation design, irrigation design, value engineering, pre-wired work station design, structural interior design (SID) and reviews of all of the above products and services. SID is the design aspect that ties the exterior of the facility into the habitable space and includes selection of all visible interior materials and their colors, pattern and textures.

3.1.2. “Other” A -E Services: Perform advanced planning services such as facility programming, feasibility or planning studies in compliance with Forest Service Guidelines and Directives. These studies are likely to involve updating of existing economic analyses and Master Plans. Work may also include computer generated and hand drawn renderings, three dimensional models, technical field investigations, surveying, gathering engineering information, generating design data, interpretive design, fabrication and other project specific work. The Firm may be required to perform environmental engineering studies, life cycle studies, energy analyses associated with construction projects and Comprehensive Interior Design (CID). Other professional services not necessarily connected with a specific construction project may also be required. Detailed descriptions of these services are found in Section 11.

3.1.3. Construction Management Services: Periodic or full construction inspection and review services may be required. The contractor will also provide construction management services, which may include construction

Solicitation Number AG-9360-S-09-0006 6 inspection, construction permit applications, preparation of contract modifications, responses to RFI’s (Request for Information), contract record keeping, contract administration, project management and maintenance inspection.

3.2. Pre-Design Charrettes:

The Firm shall have access to personnel capable of facilitating design charrettes to brainstorm and document design direction, a viable LEED credit strategy, cost savings ideas, and managing the interacting between multiple design disciplines and customers.

3.3. Description of Typical Submittals:

The submittals that may be required for any particular Task Order generally include those described in the following paragraphs. Where this SOW does not describe a particular submittal, the Task Order will include the required submittal's description.

The Forest Service will review all submittals.

3.3.1. Preliminary Documents Submittals: Typical deliverables shall include:

3.3.1.a. Include drawings and written data sufficient to fix and describe the size, character, auxiliary systems, and other essentials necessary to explain designs. The firm shall briefly describe materials or products proposed for major elements, broken out by manufacturer or type, in an outline specification. In addition, preliminary design calculations and preliminary documentation to achieve desired LEED Compliance.

3.3.1.b. For facility additions, alterations, new facilities and systems, interior design schemes shall be presented reflecting variety in finish materials, decor scheme, color, texture, etc.

3.3.2. Intermediate Submittals (50% Design): Typical deliverables shall include:

3.3.2.a. Drawings:

3.3.2.a.i. Cover sheet, drawing index, site plan, and location plans showing how each facility fits in and interrelates with other buildings and the environment.

3.3.2.a.ii. Existing or demolition plans, including phasing.

3.3.2.a.iii. New plans including sections, elevations and details, by discipline.

3.3.2.b. Specifications: Include index and mark-up of all sections, using an approved National guide specification, such as Masterspec.

3.3.2.c. Design Analysis: Describe elements of preliminary design only.

Document any concerns requiring Forest Service resolution. Provide preliminary descriptive catalog cuts to support design to this level.

Provide design calculations and analysis to support cost estimates.

3.3.2.d. Preliminary cost estimates. Compare to Government construction budget identified in Task Order per section 1.3. Give recommendations for additive bid items, if necessary.

3.3.2.e. Provide preliminary energy calculations showing facilities are capable of meeting LEED goals and complying with 10 CFR 435.

Solicitation Number AG-9360-S-09-0006 7

3.3.2.f. Draft Color Boards: Submit exterior and interior color boards showing all proposed finishes and colors. The boards shall illustrate colors and materials proposed for use in the project.

3.3.2.g. On-line registration for LEED Certification, with all responsible parties noted in LEED on-line.

3.3.2.h. Provide estimated operation and maintenance costs.

3.3.3. Advanced Finals (90% design) Construction Documents Submittal: Typical deliverables shall include:

3.3.3.a. Schedule of Drawings 3.3.3.b. Schedule of Bid Items 3.3.3.c. Construction Drawings 3.3.3.d. Schedule of Submittals 3.3.3.e. Construction Specifications 3.3.3.f. Construction Cost Estimates 3.3.3.g. Estimate of Construction Contract Time, including phasing, if required.

3.3.3.h. Documentation of LEED compliance in accordance with the US Green

Building Council’s required submittals.

3.3.3.i. Design Analysis and Calculations with manufacturer cut sheets of selected products assembled in order of submittal register.

3.3.3.j. Finish Materials Display Board. First draft of the finish selections shall be presented to the Project Manager not later than the intermediate design submittal.

3.3.4. Finals (100% design) Construction Documents Submittal: Typical deliverables shall include:

3.3.4.a. Schedule of Drawings 3.3.4.b. Schedule of Bid Items 3.3.4.c. Construction Drawings 3.3.4.d. Schedule of Submittals 3.3.4.e. Construction Specifications, bound.

3.3.4.f. Construction Cost Estimate Breakdown 3.3.4.g. Construction Contract Timeline. Including award, notice to proceed, mobilization, construction schedule, submittals, long lead-time equipment and material items, utility outages, road closures, weather delays authorized by contract, and any additional items that might hinder normal operations at the project site, pre-final punch, commissioning, construction completion.

3.3.4.h. Documentation of LEED compliance in accordance with the US Green Building Council’s required submittals.

3.3.4.i. Design Analysis: Design analysis shall incorporate all engineering computations, seismic analysis, test and survey results, building code review, fire protection analysis, structural load analysis, cooling and heating load calculations, energy code compliance documentation, life cycle cost analysis, and all other similar pertinent information to clearly define the scope of the project and to express the designer’s intensions and methods. The author of each section shall be clearly indicated, including professional seals when appropriate.

3.3.4.j. Color Board:

3.3.4.k. Electronic files containing all of the information noted above with

AutoCAD, Microsoft Word, Excel and Adobe files, versions as stated

Solicitation Number AG-9360-S-09-0006 8 in Task Orders. Include all x- references, plotting files, and other pertinent information.

3.3.4.l. The Construction Drawings and Specifications shall be suitable for reproduction and distribution for competitive bidding without a Contractor visiting the site.

3.3.4.m. Constructability/ Quality Review Certifications 3.3.4.n. Professional Engineering Stamps on drawings and design analysis.

3.3.5. Color Graphics: Submit professionally produced color renderings of the proposed project design when required in the Task Order. Colored photographic quality prints and reproducible electronic files of the renderings will be required.

3.3.6. Models: If required, models shall be fabricated to scale and with adequate detail to convey design intent for the lay public. The scale, system and materials of the model shall be determined with the Project Manger before proceeding. Provide a topographically accurate model base, and neutral color palettes to convey the space and form of the building proposal.

3.3.7. Electronic Models: If required, digital 3-D models, walk thru models, fly-by models or other renderings may be required utilizing AutoCAD or other software as identified in the Task Order.

3.4. Submittal Review Process:

All submittals will be reviewed by the Forest Service. Submittal review conferences may be held to resolve questions arising from the submittal or review comments. The Project manager shall approve the submittal before moving to the next phase of completion.

3.4.1. Comment Annotations: Annotate all Forest Service furnished comments, noting either the intent to incorporate the comment's direction, or the Firm's exception to any comments.

3.4.2. Comment Actions: Make all noted corrections identified in the comments or on the marked up drawing/documents, provided Forest Service comments and marks address work within the scope of the required services.

3.4.3. Internal Review Comments: Submit with each submittal, but separate from other documents, copies of the Firm's own internal quality control review.

3.5. Responsibilities During Task Order Bidding:

3.5.1. At Bid Opening: The Firm shall make recommendations, and correct or adjust the project design at the option of the government, to include drawings, specifications, design analysis, and cost estimates, if the responsive and responsible low bid overruns or under runs the final design estimate by 10%. If the low bid estimate is within this "window," the Firm shall not be obligated to perform additional design effort without additional compensation.

Solicitation Number AG-9360-S-09-0006 9

4. DESIGN POLICY AND CRITERIA:

4.1. Design Policies, Certifications and Registration:

4.1.1. Design Policy: The design shall incorporate the requirements as discussed in the pre-proposal and site visit conferences and the requirements of the publications listed below. The Forest Service will require compliance with several internal and external documents, noted below. Publications shall be the most current edition or as identified in the Task Order.

4.1.1.a. ANSI B31.8 (1968) and B31.8b (1969) Gas Transmission and

Distribution Piping Systems.

4.1.1.b. International Residential Code.

4.1.1.c. Mechanical systems - ASHRAE and SMACNA Standards.

4.1.1.d. National Electric Code, NFPA No.70.

4.1.1.e. National Electric Safety Code (ANSI C2).

4.1.1.f. National Fire Protection Association (NFPA 101) Life Safety Code.

4.1.1.g. International Building Code.

4.1.1.h. NEHRP Recommended Provisions for Seismic Regulations for New

Buildings and Other Structures.

4.1.1.i. ADAABAG, Accessibility Guidelines, (2004) 4.1.1.j. International Mechanical Code 4.1.1.k. International Plumbing Code 4.1.1.l. International Fire Code 4.1.1.m. 10 CFR 435: Mandatory Energy Performance Standards for New

Federal Buildings.

4.1.1.n. Forest Service Manual 7310, Forest Service Directive for Buildings and Facilities.

4.1.1.o. Built Environment Image Guide for Forest Service Facilities.

4.1.1.p. Spring Mountains NRA Design Guidelines, Shapins and

Associates,2007.

4.1.1.q. Structural design loads and combinations will be established by using ASCE 7-95.

4.1.1.r. Secretary of the Interior’s Standards and Guidelines for the

Treatment of Historic Properties. (When applicable) 4.1.1.s. Environmental Assessment, NEPA decision documents, Middle Kyle

Complex Environmental Impact Statement.

4.1.1.t. Applicable State, City and County codes and regulations.

4.1.2. Certifications: The Firm shall supply a LEED accredited professional, capable of advising the other professionals concerning the LEED system.

4.1.3. Professional Registration of Architects and Engineers: The Firm shall have on staff Licensed, Registered Professional Architects and Engineers, capable of overseeing, ensuring, stamping and signing all designs and calculations with the State Seal where the construction will occur for the specific disciplines required.

4.1.4. The Firm will ensure the design Project is in compliance with all laws, rules, codes, regulations, orders and ordinances of any kind whatsoever issued or

Solicitation Number AG-9360-S-09-0006 10 enacted by any governmental entity applicable to or affecting the Project’s Legal Requirements.

4.2. Forest Service Engineering Manuals and Handbooks: The Firm shall maintain electronic copies of the 7000 series of Forest Service Manuals and Handbooks regulating, surveying, roads, water and waste water, electrical engineering, geotechnical engineering, construction and operations for Forest Service Engineering Groups. The Firm shall ensure work done complies with the direction provided in the Manuals and Handbooks. Forest Service Manuals and Handbooks may be downloaded from http://www.fs.fed.us/publications/.

4.3. Leadership in Environmental and Energy Design (LEED): The LEED Green

Building Rating System is a voluntary, consensus-based standard to support and certify successful green building design, construction and operations. The Firm shall be capable of implementing the requirements of LEED for New Construction, Existing Buildings, Homes, and Campuses (should that standard become available over the course of the contract.)

4.4. Environmental Decision Documents: The Forest Service will provide the Firm with a copy of the relevant environmental decision documents completed in compliance with the National Environmental Policy Act. The Firm shall provide designs and construction documents in compliance with the decision and mitigation measures noted in this document.

5. DESIGN SERVICES, CONSTRUCTION PERMITS:

5.1. Responsibilities:

This task shall include comparing the proposed project with the governing environmental and local regulations and (when identified in the Task Order) preparing the necessary permit application documents as may be required by any local or Forest Service regulations.

5.2. Changes during Design:

Any proposed changes to the project that alter the waste streams, and/or the environmental impact of the project must be identified and all construction permit documentation corrected to reflect the new conditions.

6. DESIGN SERVICES, PREPARATION AND CONTENT OF DESIGN ANALYSES:

The Design analysis shall be arranged by discipline and supporting all design decision.

The analysis shall provide a narrative description of the key elements and features of the design. The design analysis shall include calculations, material cut sheets and explanations of any options considered. The design analysis shall also contain, as separate sections within the analysis, the cost estimate and all previous review comments annotated with action taken and a listing of any outstanding issues requiring resolution.

6.1. Descriptions and Criteria:

The information provided in the paragraphs that follow shall be used at every submittal point to produce the various elements of a complete Design Analysis.

Solicitation Number AG-9360-S-09-0006 11

6.1.1. Purpose: The Design Analysis contents shall be used:

6.1.2. To provide a narrative description of the key elements and features of the design.

6.1.3. To provide the information, justification, and calculations of the design.

6.1.4. To provide the designer's thought process in the development of the design.

6.1.5. To document permitting required by Public Entities.

6.1.6. To document Code and Standard Compliance.

6.2. Content:

The submittal topics to be discussed in the design analysis are shown below. Include catalog cuts of proposed products where applicable. All calculations shall be included in the Final Documents Submittal.

6.2.1. Design Instructions, Confirmation Notices, Conference Call Records, and Minutes of Past Conferences: This segment shall be cumulative from the beginning of active design efforts to each submittal point. Do not include unrelated correspondence and transmittal letters.

6.2.2. Criteria: List all Forest Service manuals, regulations, instruction, codes, or design guides used by the Firm for guidance in the project design.

6.2.3. Analysis Summary:

6.2.3.a. Describe the Scope of work.

6.2.3.b. Recommend phasing of construction, if required.

6.2.3.c. State reasons for selection of materials, components and systems.

6.2.3.d. Address the maintainability of all selected equipment.

6.2.3.e. Address life cycle cost considerations.

6.2.3.f. Document required permitting from Public Entities.

6.2.4. Architectural: Discuss:

6.2.4.a. Architectural Compatibility with Architectural Design Guidelines, Facility Character/ Vision.

6.2.4.b. Analysis of roof and wall materials used to achieve required thermal resistance.

6.2.4.c. LEED Strategy and Points.

6.2.4.d. Accessibility.

6.2.4.e. Code and Standard Compliance.

6.2.5. Landscape Architecture/ Civil: Discuss:

6.2.5.a. Landscaping.

6.2.5.b. Pavements.

6.2.5.c. Soils.

6.2.5.d. Site Drainage.

6.2.5.e. Site Utilities.

6.2.5.f. LEED Strategy and Points.

6.2.5.g. Compliance with Codes and Forest Service Directives.

6.2.6. Structural: Discuss:

6.2.6.a. Codes used and controlling factors in design, e.g., wind, seismic.

6.2.6.b. Design calculations

Solicitation Number AG-9360-S-09-0006 12

6.2.6.c. Foundations.

6.2.6.d. Superstructure.

6.2.6.e. LEED Strategy and Points 6.2.6.f. Code and Standard Compliance.

6.2.7. Mechanical: Discuss:

6.2.7.a. Plumbing, Equipment, sizing calculations, fixture counts.

6.2.7.b. Heating Ventilation, and Air Conditioning., Equipment sizing, load calculations, system approach.

6.2.7.c. Analysis of selected HVAC system based on cost/life cycle/design considerations.

6.2.7.d. Controls 6.2.7.e. Energy Studies and Energy Modeling.

6.2.7.f. LEED Strategy and Points 6.2.7.g. Ventilation Calculations 6.2.7.h. Code and Standard Compliance.

6.2.8. Electrical: Discuss:

6.2.8.a. Exterior Electric.

6.2.8.b. Interior Electric, including lighting levels.

6.2.8.c. Communications and Cable TV Systems.

6.2.8.d. LEED Strategy and Points.

6.2.8.e. Day-lighting Strategy.

6.2.8.f. Code and Standard Compliance.

6.2.9. Energy Section: Discuss:

6.2.9.a. Designs, design analysis and energy reports showing compliance with 10 CFR 435.

6.2.9.b. Mandatory Energy Performance Standards for New Federal Buildings.

6.2.9.c. HVAC load calculations complying with the latest ASHRAE guidelines, easily readable with all assumptions, areas, and material properties clearly stated.

6.2.9.d. Document light levels and day-lighting.

6.2.9.e. Suggested HVAC energy use calculation software are BLAST, Energy Plus, DOE2.1E or TRACE. Submit both input and output files.

6.2.9.f. LEED Strategy and Points.

6.2.10. Fire Safety: Discuss:

6.2.10.a. Type of occupancy and construction.

6.2.10.b. Separation distances.

6.2.10.c. Fire fighting support, fire hydrant flow tests and locations.

6.2.10.d. Occupant load, exits, and travel distances 6.2.10.e. Zoning and treatment of each potential hazard.

6.2.10.f. Fire resistance of interior finishes and materials.

6.2.10.g. Mechanical/Suppression Systems.

6.2.10.h. Electrical/Detection and Alarm Systems.

6.2.10.i. Code and Standard Compliance.

6.2.10.j. Pipe flow calculations

Solicitation Number AG-9360-S-09-0006 13

6.2.11. Operability and Maintainability: Discuss these items at each submittal point.

Update the contents of this element at each required submittal point to account or changes and corrections since the last submittal.

7. DESIGN SERVICES, DRAWINGS:

7.1. General Requirements:

Prepare all drawings for Final Document Submittal on acid free bond sheets, sizes as stipulated in each Task Order.

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