Attachment 2_D17 AK AE IDIQ_SOS-Draft_7-17-2023.pdf

DRAFT

UNITED STATES COAST GUARD

INDEFINITE DELIVERY CONTRACT

ARCHITECT & ENGINEERING SERIVCES

STATEMENT OF SERVICES

Dated: 17 July 2023

STATEMENT OF SERVICES

TABLE OF CONTENTS

I. GENERAL

A. GENERAL

B. DESIGN SERVICES

C. ENGINEERING SERVICES

D. CONSTRUCTION CONTRACT SUPPORT SERVICES

E. FIELD SUPPORT SERVICES

II. STANDARD PROVISIONS

A. CONTRACTING OFFICER AND COTR/EIC

B. A-E’s PROJECT MANAGEMENT, COORDINATION AND QUALITY

CONTROL

C. GOVERNMENT REVIEWS

III. WORK PRODUCT GUIDANCE

A. PRELIMINARY DESIGN

B. SCHEMATIC DESIGN

C. FINAL DESIGN

D. DRAWINGS

E. SPECIFICATIONS

F. COST ESTIMATES

G. DESIGN ANALYSIS

H. DESIGN CRITERIA

I. REVIEW COMMENTS

J. CONFERENCE AND SUBMITTALS

K. FIELD INVESTIGATIONS

L. REVISIONS TO DRAWINGS AND SPECIFICATIONS

M. TRAVEL

STATEMENT OF WORK

I. GENERAL

A. GENERAL/ORDERING INFORMATION

The Architect-Engineer, (A-E), shall furnish all services, materials, supplies, labor, equipment, investigations, studies, supervision, and travel required for design, engineering, construction contract and field support services.

Work will be ordered on a Task Order Basis. Each individual requirement will be articulated and issued to the A-E. Each Task Order will identify specific requirements and delivery schedule(s).

The government may request statements of qualification(s) and will request cost proposals for each Task Order.

General Guidance is provided by this Statement of Work. Specific guidance is provided with each Task Order.

B. DESIGN SERVICES

Design services include; Project Scoping, Schematic Design, and Final Design (contract ready construction documents). Specific services and schedules for delivery will be provided with the Task Order, along with any existing facility data or criteria.

The A-E shall prepare designs, and construction package documents that meet Task Order requirements, and are constructible, permit ready, and code compliant.

All construction package documents shall be stamped by a licensed engineer/architect for the State where work is to occur.

C. ENGINEERING SERVICES

Engineering Services include, but are not limited to the following:

1. Concept and Planning Studies: Perform site investigations and site analysis, prepare project scoping and development documents (including concept site development and building floor plans), conduct problem investigations, and identify engineering or construction alternatives.

2. Investigations, Analysis and Studies: Provide services in technical areas to include:

Geotechnical (foundation and slope stability); Waterfront structures; Topographic, hydrographic and property surveys; Seismic analysis and FEMA studies; Facilities maintenance, planning and programming studies; Furniture design and procurement;

Value engineering; Surface and subsurface contamination investigation and remediation design; Energy Analysis; Archaeological and biological surveys and assessments;

Environmental/HAZMAT site assessments; NEPA Environmental Assessments; Provide professional certification of project related permits and plans; Prepare environmental planning/NEPA documents and regulatory permit applications (Examples include Categorical Exclusion Determinations, Environmental Assessments, and Environmental Impact Statements).

3. Provide analysis and recommendations regarding engineering approach, design, alternatives, and cost analysis.

4. Engineering services include the full range of field work, including site investigations, installing analytical recording devices, testing, and balancing of HVAC systems and similar field technical support task required to facilitate project design.

5. Design-Bid-Build Request for Proposals (RFPs): Develop and prepare construction documents, including design calculations, plan drawing(s), project specifications, and cost estimates for a complete set of bidding and construction documents to be used to solicit construction contractor bids and complete construction activities.

6. Design-Build Request for Proposals (RFPs): Develop or provide technical support to develop complete and biddable RFPs for design-build contracts.

D. CONSTRUCTION CONTRACT SUPPORT SERVICES

Include the following:

1. Office and field consultation.

2. Review, comment and make recommendation on construction contractor submitted requests for information (RFI).

3. Review, comment and make recommendation on construction contractor’s submittals and shop drawings.

4. Preparation or review of As-Built Drawings.

5. Preparation or review of Operating/Maintenance Manuals (O&M).

E. FIELD SUPPORT SERVICES

Include the following:

1. Field consultation during construction.

2. Attendance at Pre-Construction Conferences and Final Inspection.

3. Inspection services; including underwater inspections, coating systems, and specialized technical inspections.

II. STANDARD PROVISIONS

A. CONTRACTING OFFICER AND COR/EIC

1. The Contract will be administered by an overall administrative Contracting Officer.

Additional/other contracting officers and/or contracting specialists may place orders against the contract.

2. Only the contracting officer may direct contract performance, or affect cost, time, and scope of work.

3. The Contracting Officer’s Representative (COR)/ Engineer-In-Charge (EIC) is the Contracting Officer’s representative for coordination of day-to-day activity. The COR or EIC will be designated for each individual Task Order. All communication, contacts and conferences concerning individual Task Orders shall be coordinated through the COR or EIC, with copy to contracting officer, when appropriate.

B. A-E’s PROJECT MANAGEMENT, COORDINATION AND QUALITY

CONTROL

1. The A-E shall designate a project manager who will be directly responsible for and is to be contacted on all matters pertaining to this contract. Submit project manager for government approval, and any substitution of project manager shall be requested in writing prior to substitution and is subject to government approval.

2. The A-E’s project manager shall review and submit all work products prior to submittal to the government. Prior to the submittal of each work product, the project manager shall review the work to assure the completeness of the submittal, the elimination of conflicts, errors, and omissions, and to ensure the technical accuracy of all calculations, designs, drawings, and specifications. In the event a submittal is returned to the A-E as incomplete, the missing information is be added and the submittal redistributed. The delivery schedule will not be extended due the re-submittal.

3. The A-E shall maintain written schedules for work being performed and review/submit invoices for completed work. Invoices shall be submitted to the COR prior to submission for official payment.

4. The Contractor must create and maintain an administrative record of work, including all technical data, field notes, correspondence, and analysis.

5. Standards:

a. In accordance with Federal Acquisition Regulations (FAR) clause 52.36-23 the Contractor is responsible for professional quality and technical accuracy of all work performed under this contract in all disciplines, including non-engineering disciplines and sub-contracted disciplines.

b. The final work product for any task order must be in compliance with applicable Federal, state, and local laws and regulations.

c. The Contractor must be able to work on several concurrent task orders under this contract.

d. The objectivity of the Contractor and their team is essential. No contract team member may have a personal or financial interest in the outcome of any work done under this contract. Any conflict of interest will be handled pursuant to the FAR and federal procurement integrity statutes.

e. When contamination is encountered during a site investigation, the USCG shall be notified immediately to coordinate possible modifications to the work.

f. Release or use of information: The information developed, gathered, and assembled in fulfillment of the contract requirements as defined in or related to any task order shall not be released or used by the Contractor, its consultants, its sub-contractors, or their associates without prior coordination and written approval by the Contracting Officer or his/her designee.

g. All products resulting from services provided to the Coast Guard by the Contractor as a result of this contract become the sole property of the Coast Guard.

C. GOVERNMENT REVIEWS

The Contracting Officer may furnish the A-E review comments on the data submitted at the various design levels. The Government’s review is intended to be limited to functional aspects of the design with limited technical review of a general cursory nature only. The A-E shall comply with the review comments in the development of the data for the next design level. The A-E shall furnish a statement of compliance or noncompliance on all review comments. The Government’s review, approval, or acceptance of the design in no way relieves the A-E of his responsibilities required by FAR Clause 52.236-23.

III. WORK PRODUCT GUIDANCE

Precise content and schedule of submissions will be described in each Task Announcement. General guidance is provided below. With each submission, the A-E shall communicate any areas of concern, and any required Coast Guard decisions that may be required for the A-E to successfully complete their work.

A. PRELIMARY DESIGN

Preliminary designs shall typically consist of floor plans, elevations, and a bird’s-eye “plan view” perspective of the site development, as appropriate. Also included for each project shall be a design approach narrative, cost estimates, alternatives w/analysis, and the A-E’s recommendations.

A graphic brochure type presentation with sufficient drawings, sketches, perspectives is typical.

The following are general purposes for the Preliminary Design:

1. Develop project goals.

2. Develop design criteria.

3. Develop alternatives analysis.

4. Identify potential risks.

5. Develop a planning/conceptual level cost estimate.

6. Identify stakeholders.

7. Identify regulatory requirements.

8. Determine NEPA requirements.

B. SCHEMATIC DESIGN

Schematic Design (typically 35%) shall further develop the selected alternative from Preliminary Design. The submittals shall consist of schematic drawings, outline specifications, a design narrative discussing each area of technical expertise, cost estimates, and alternatives analysis.

The following are general purposes of the Schematic (35%) Design:

1. Determine fatal flaws.

2. Identify and select preferred alternative.

3. Develop construction schedule.

4. Prepare construction cost estimate.

5. Finalize design criteria.

C. FINAL DESIGN

Final Design and Related Data shall be based on the approved Schematic Design and shall provide permittable, biddable construction documents consisting of: Construction Drawings, Project Specifications, Final Design Analysis, Final Cost Estimate, and a completed bid schedule.

The A-E typically submits a 95% package for final government review, followed by the Final documents ready for reproduction and issuing.

The following are general purposes for the 95% Design Package:

1. Inform stakeholder(s).

2. Confirm constructability of project.

3. Prepare final cost estimates.

4. Complete NEPA process.

D. DRAWINGS

All drawings furnished under the contract shall be prepared in accordance with USCG documentation standards. Standards will be provided with first Task Order processed and at any time the standards undergo significant changes.

E. SPECIFICATIONS

Specifications shall be prepared in accordance with industry standards.

The A-E has the option to use either the latest version of NAVFAC Specifications from the UFGS, which must be edited to apply only to the specific project or to use own specification format, which will be subject to USCG approval. For all specifications provide the specific reference specification date.

The consultant may be required in the Task Order to obtain and provide the USCG copies of reference specifications.

Specification Division 01, General Requirements, have been prepared by the government as a “boilerplate” specification, which will be provided to the A-E. The A-E will be required to review and tailor this Division 1 for compliance with the A-E design and incorporate it into the construction package. The A-E shall coordinate with the COR for project-specific tailoring of the Division 01 specifications.

F. COST ESTIMATES

Cost Estimate submittals shall be prepared in accordance with industry standards. The A- E shall be aware of and take such precautionary measures as necessary to maintain the confidential nature of all estimates prepared under this contract. The basic bid item must provide a functionally complete and usable facility within the established cost limitation (if any) for the project. The use of additive or optional bid items will be permitted subject to the approval of the Contracting Officer.

All estimates of construction costs submittals required under the contract shall reflect the then current unit and lump sum prices at the time of the construction midpoint.

G. DESIGN ANALYSIS

The Design Analysis submitted for review shall document the process of how the design has been reached and includes a design approach narrative with an architectural/building program, all options considered during the design with explanation of advantages and negatives and with economic comparisons of studied solutions.

The Design Analysis shall include a narrative of all information, data, and computations necessary to support and describe the design development and shall be in such detail as to permit complete understanding of the project design.

The Design Analysis shall include a design approach narrative providing (as applicable) a thorough architectural/building program for each building space, the building as a whole and the site development. The program shall include graphic diagrams of spatial and functional relationships and include a narrative of each space listing the size, function, occupants, furniture, equipment, and all other salient features.

The Design Analysis shall provide a code review by building space or component of the applicable codes including the International Building Code, National Fire Protection Association #101 Life Safety Code, and the National Fire Protection Association #80 Fire Code.

Sample computations and other appropriate data are to be included in the design analysis.

Sample calculations of heating and air-conditioning loads shall include derivations of factors and multipliers.

When a Design Analysis has been submitted with a Schematic Design, the Final Design Analysis shall consist of the earlier Design Analysis, revised, and updated as required by reviews and development of the Final Design. Complete design calculations shall be submitted with Final Design data for construction reference.

H. DESIGN CRITERIA

Design criteria shall be based on the most current edition of the recognized standards governing design and the construction practices, in effect at time of Task Order Award.

I. REVIEW COMMENTS

After each review, the A-E will be furnished one set of comments to be annotated and returned to the Government. Comments not incorporated into the design shall have an explanation note added to justify any noncompliance with the comment.

The A-E shall furnish these annotated comments to the Government no later than 14 days after receiving the comments.

J. CONFERENCES AND SUBMITTALS

The A-E or team members shall periodically submit documents to the government and attend conferences.

Timing, attendance, and documentation requirements will be specified in the Task Order.

Submittals. The A-E shall submit documents in the quantities and format specified in the Task Order.

K. FIELD INVESTIGATION

During the Field Investigation, the A-E shall obtain all information necessary to develop a thorough building program for each building space, the building as a whole and the site development. This information shall be included in the Design Analysis.

If special tests are found to be necessary, the A-E shall identify the work required in advance and submit a detailed price proposal for accomplishing such work. The findings and conclusions of all pertinent investigations shall be included in the design calculations, unless otherwise stipulated in the Task Order.

Utilities: Responsibility is limited in extent to the nearest reasonable and designated points of connection to the existing mains or primary services. The A-E shall be responsible for design of improvements at and contiguous to the project site and to remedy minor deficiencies in existing systems. If major deficiencies are disclosed, which will require extensive and costly measure to correct, and which are not specifically established as a requirement in the project scope, the A-E shall advise the Contracting Officer of such with a request for guidance.

The fee for Field Investigation shall cover the effort necessary to determine existing conditions. Field checking of design drawings, consultations during design, and visits to the site during design are part of this effort.

L. REVISIONS TO DRAWINGS AND SPECIFICATIONS

Drawings and Specification Revisions or Corrections: Revisions or corrections required to drawings and specifications, either before or after the bid opening or award, shall be processed in accordance with the Task Order requirements.

Amendment of Solicitation: Amendments proposed prior to opening of bids must be issued a reasonable number of days (usually ten) prior to bid openings. Revisions in the original drawings shall be indicated. Drawings, specifications, and cost estimates amended may be required to have a final review submission and final submission.

At the option of the Contracting Officer, the final review submission may be dispensed with for minor amendments or when limited time requires expeditious processing, in such instances, the preparation of the amendment shall be closely coordinated with the USCG to assure review and concurrence during preparation of the amendment.

Contract Modification Requests: Changes processed after the award of the construction contract shall be incorporated in the original drawings and shall be indicated by letters and listed in the drawing revision block.

To ensure early issuance of amendments to the construction contracts, revised drawings, specifications, design calculations and cost estimates associated with the change shall have a final review submission and final submission unless otherwise directed by the Contracting Officer.

Estimates for changes shall include a breakdown showing labor (man-hours or man-days), material and equipment (type and rate) costs.

Additional Services: The A-E shall, perform all services including reproduction costs of plans and specifications associated with the preparation and issuance of changes when issuance of such is necessary to correct error or deficiencies for which the A-E was responsible.

When the A-E is permitted to effect revisions to drawings by describing the revisions in the written amendment in lieu of actually revising the drawings, the A-E shall be required without additional fee to revise such drawings when preparing as-builts.

If the A-E is required to prepare amendments to effect revisions due to revised criteria, scope, new Government requirements, or other reasons beyond his control, such services will be added by modification to the Task Order.

M. TRAVEL

In addition to the negotiated price of any Task Order, for authorized travel and per diem expenses, additional authorized travel outside the local area will be separately reimbursed in accordance with provisions of the Standardized Government Travel Regulations, subject to prior approval of the contracting officer.

Local travel is defined as that travel within a 50-mile radius of the local A-E office and no eligible for reimbursement.

END