Attachment_A1_CD_SD_DD_Milestone_Requirements.pdf

Concept Design, Schematic Design, Design Development Milestone Requirements, as referenced per Section 2

Concept Design Deliverables. As referenced in Section 2.2.1.3, the Design-Builder shall be required to deliver the following as part of the Concept Design submission to the Department:

CONCEPT DESIGN DELIVERABLES: Use this checklist as a coversheet for the submission from the Design-Builder

Historic Resources Survey and Historic Planning Office coordination for

Archeology Requirements. A Historic Resource Survey shall be provided for all buildings more than 50 years old. Archeology requirements shall be determined for the Historic Preservation Office at all sites.

A minimum of three (3) conceptual floor plans and site plans incorporating the requirements of the Educational Specifications and site plan showing proposed location of any building additions and landscape features.

Hazardous materials survey of affected spaces. It is understood that the Design-

Builder and/or its design component shall be required to engage the services of an industrial hygienist that is acceptable to the Department to perform such survey.

Education specifications update and verification; and an overall Plan-to-Program comparison for each option for all individual spaces.

Summary of agency review meetings and/or expected requirements, including but not limited to: Office of Planning (“OP”), Department of Energy and Environment

(“DOEE”) District Department of Transportation (“DDOT”), and Department of

Buildings (“DOB”). DGS shall be made aware of any and all meetings with sister agencies ahead of time and be in attendance.

Zoning Analysis.

Cost Estimate for each concept option with Subcontractor input on major trades.

Value Engineering analysis and detailed recommendation for Project savings (even if the Project is not over budget).

Net Zero Energy Report that includes all recommended strategies applicable to achieving a Net Zero Energy ready building and a preliminary energy model.

Quality Control Plan. Initial plan, at a minimum, should include introduction to the design-build team along with org. chart showing hierarchal arrangement and duties/responsibilities, a focus on the design phase QC efforts detailing ongoing, regular inter disciplinary coordination, and affirmation of DGS QC Master Program.

Permitting and Approvals Process Plan including meetings with HPO, CFA, HPRB, NCPC, etc, as required.

Narrative for design consultants including MEP scope, civil, landscape, and structure as it relates to existing conditions and potential work.

Existing conditions civil survey.

Schematic Design Deliverables. As referenced in Section 2.2.2.1, the Design-Builder shall be required to undertake the following tasks during this phase:

a. Further develop plans and incorporate design changes.

b. Prepare necessary presentation materials (renderings) to communicate design and obtain approval of design direction.

c. Participate in meetings with DCPS and DGS for design feedback including but not limited into, landscape design, interior design, FF&E, millwork, hardware and security, waste management, photovoltaic layout, etc.

d. Conduct DOEE, DOB, DDOT, PEPCO, and DC Water Preliminary Design Review meetings as needed.

e. Respond in writing to all DGS and DCPS comments on plans;

f. Participate in community engagement sessions during this phase.

g. Identification of Public Art locations that will be constructed and installed as part of the construction phases.

h. Continued coordination with Public Utility Companies: PEPCO and Washington Gas, as well as Verizon/DCNet, should be conducted this shall include submitted load letters for new or upgraded services.

i. Once a concept is selected by DGS/DCPS the Design-Build Team shall schedule meetings with staff from Commission of Fine Arts (“CFA”), Historic Preservation Office

(“HPO”), and National Capital Planning Commission (“NCPC”), where required. All presentations have been reviewed with DGS/DCPS ahead of staff meetings and representatives of DGS/DCPS shall be present for these meetings.

j. Report and schedule the process for obtaining any zoning approvals, if necessary.

k. Identification of long lead materials and creation of bid packages to allow early release of materials if required by the Project Schedule.

l. The schematic design submittal shall generally follow the deliverables:

The Design Builder shall be required to deliver the following as part of the Schematic Design submission to the Department:

SCHEMATIC DESIGN DELIVERABLES: Use this checklist as a coversheet for the submission from the Design-Builder

Overall site and floor plans on full sized sheets (including adjacencies, room locations, all entrances and flow of people and goods, site planning, playground, parking, stormwater management strategies, waste management with truck turning study, Initial code analysis describing required fired ratings, number of exits, number of stairs, path of egress, etc.);

Enlarged floor plans for educational spaces to be reviewed in departmental reviews, this shall include but not limited to, example classrooms of each typology, kitchen and cafeteria, gymnasium and support spaces, entry and security suite, health suite, performing arts spaces, library, etc. These plans shall include initial layouts for organization including FF&E and millwork as noted in the educations specifications prototypes. Plans shall show quantity and location of group toilets, single use toilets, and custodial closets.

Preliminary building elevations and sections; Typical wall section with notes to describe proposed foundation system, façade systems, structure, and roof system.

Preliminary selection of building materials;

Update Zoning Analysis based on the Schematic Design

Conceptual renderings produced for approval of design direction;

Plan-to-Program comparison for each space included in the Ed Spec;

Preliminary LEED Scorecards (if required);

Updated Design narratives from major consultants, the narrative shall include a preliminary description of proposed building system upgrades (i.e. HVAC, roofs, windows, kitchen equipment, low voltage/IT/AV etc.). With regard to any proposed building system upgrade, the package shall include a narrative description of the proposed system and an estimated line item cost;

Cost estimate with Subcontractor input on major trades;

Value Engineering Analysis and Detailed Recommendation for project savings (even if the Project is not over budget)

Preliminary furniture design;

achieving a Net Zero Energy ready building and an energy model evaluation;

Populated Interactive Sustainability Checklist Pages 2 and 3. (DGS will assist in populating page 1.)

Quality Control Plan. Expanded plan reflecting design decisions that have been made and establishing of document control, change tracking and management procedures.

Include summary of potential public space improvements per DDOT public space standards or as needed for each concept.

Summary of agency review meetings as needed, including but not limited to: Office of

Planning (“OP”), Commission of Fine Arts (“CFA”), Historic Preservation Office

(“HPO”), and National Capital Planning Commission (“NCPC”), Department of

Energy and Environment (DOEE) District Department of Transportation, Department of Buildings

Design Development Deliverables. As referenced in Section 2.2.2.4, the Design-Builder shall be required to undertake the following tasks during this phase:

a. Detailed and dimensioned plans, wall sections, building section, and schedules;

b. Specifications;

c. Complete code compliance analysis and drawing;

d. Space-by-space equipment layouts for key spaces. As part of the design development phase, the Design-Builder and/or the Design-Builder’s architect and any design consultants shall confer with representatives from DCPS and the Department regarding these layouts to confirm that they are acceptable to DCPS;

e. A final lay-out for FF&E;

f. An interior finishes schedule;

g. Designs for all building system upgrades, including low voltage/AV/IT. With regard to

HVAC systems, the submission should include: (i) a detailed description of the proposed mechanical systems; (ii) their general layout, including ‘Single-Line Diagrams’ (aka ‘Riser

Diagrams’); and (iii) any required load calculations. The HVAC design solution would also include preliminary layouts of other major components of the HVAC system, including the type and location of energy recovery units (ERUs), variable air volume (“VAV”) boxes, condensing units, and any related system appurtenances.

h. Updated LEED scorecard;

i. Present the design to CFA, OP, HPO, and other regulatory agencies as required;

j. Register the project with the U.S. Green Building Council (“USGBC”) to obtain LEED certification and pay all registration fees;

k. Register the Project with ILFI or U.S. Green Buildings for Net Zero Certification when required in Section 1.1.1.2 Net Zero Energy and Energy Consumption Requirements.

l. Participate in SIT Meetings, and community meetings as required by DGS/DCPS;

m. Coordinate with the DC HPO and other agencies, commissions, groups, etc. as required.

Attend meetings and hearings if necessary;

n. Respond in writing to all DGS and DCPS comments on plans;

o. Coordinate final utility plans as required;

p. Act as scribe for all design-related meetings. Distribute meeting minutes to all attendees;

q. Baseline Schedule bi-weekly update in the format set forth in the RFP; and

r. Prepare and submit 50% Design Development for review ahead of final DD submission.

The Design Builder shall be required to deliver the following as part of the Design Development submission to the Department:

DESIGN DEVELOPMENT DELIVERABLES: Use this checklist as a coversheet for the submission from the Design-Builder

Final site plans, paving layouts, traffic circulation, lighting, signage and utilities

Building Code and Zoning Code Analysis including how the project meets the requirements of Appendix Z

Coordinated plans, Structural, Civil, Architectural, MEP, Fire Protection, Low

Voltage (including plans indicating card readers), and Landscaping

Exterior elevations, rendering, with material selections, and color palette

Building sections, wall sections, and typical envelope details

Interior elevations, casework and millwork elevations as required

Playground equipment and traffic garden, if applicable

Finalized Stormwater management

Door and Window schedules and standard details

Kitchen Plan, Food service, or other equipment as required

LEED Information as appropriate

Final Draft of the “Percent for Art” Public Art Package to be used as the scope for the Artists’ RFP

Cost Estimate for Basis of GMP

Value Engineering Analysis and Detailed Recommendation for project savings (even if the Project is not over budget) achieving a Net Zero Energy ready building and certification plan.

Quality Control Plan. Plan should be customized to the project and meet the requirements stipulated in Section 2.8. Project specific information must be included to produce testing & inspection log, definable features of work [DFOW] tracker, mock-up and submittal schedules. Appendices should include forms/templates proposed for use [ex. wall-ceiling close-in] by GC to ensure conforming construction.

Submittal Registry

Final Technical Specifications

Completed Furniture Package, including a minimum of two options for basis-of-design for each, of the FF&E for GMP pricing

Design Team Clarifications and Scoping Narrative addressing any scope that is not apparent in Drawings or Specifications or items that are still being coordinated to aid in the bidding process

Calculation of embodied carbon emitted from the production, transportation, and installation of main structural materials including concrete, masonry, and structural steel. It is recommended to use the EC3 calculator through

Buildingtransparency.org.

Construction Documents Deliverables. As referenced in Section 2.2.5 the Design-Builder shall be required to undertake the following tasks during this phase:

a. Complete drawings and specifications for drawings for construction. This drawings set shall included any value engineering that took place during the GMP negotiations and permit comments received.

b. Present the design to CFA, OP, HPO, and other regulatory agencies as required;

c. Participate in Construction update SIT Meetings, and community meetings as required by

DGS/DCPS;

d. Coordinate with district agencies, commissions, groups, etc. as required for permitting and approvals. Attend meetings and hearings if necessary;

e. Respond in writing to all DGS and DCPS comments on plans;

f. Act as scribe for all design-related meetings. Distribute meeting minutes to all attendees;

g. Baseline Schedule bi-weekly update in the format set forth in the RFP; and

h. Prepare and submit 50% CDs for review ahead of final CD submission.

The Design Builder shall be required to deliver the following as part of the Construction

Documents submission to the Department:

CONSTRUCTION DOCUMENT DELIVERABLES: Use this checklist as a coversheet for the submission from the Design-Builder

Updated and Completed Drawings package including VEs and permit comments

Updated and Completed Specifications package including VEs and permit comments

Letter from the General Contractor they have reviewed the drawings for completeness and constructability, any concerns or items that are being included as delegated design shall be specifically noted.

Final site plans, paving layouts, traffic circulation, lighting, signage and utilities

Coordinated plans, Structural, Civil, Architectural, MEP, Fire Protection, Low

Voltage (including plans indicating card readers), and Landscaping

Exterior elevations, rendering, with material selections, and color palette

Building sections, wall sections, and project specific envelope details

Interior elevations, casework and millwork elevations for all locations

Finalized Stormwater management including permit updates

Door and Window schedules and details at all conditions necessary

Kitchen Plan, Food service, or other equipment as required

Draft Maintenance and Operations Plan. Final Maintenance and Operations Plan to be submitted to the department 8 weeks after DGS has provided review of draft.