ATTACHMENT G - Preconstruction Scope of Work.docx

ATTACHMENT G

PRECONSTRUCTION SCOPE OF WORK

During preconstruction, the CM/GC shall actively participate as a member of the Project team with the Owner and the Architect during the Schematic Design, Design Development and Construction Documents phases prior to construction.

The CM/GC will work collaboratively and proactively with the Owner and Architect to proceed with planning, design and development of the work in a manner which supports the Owner’s efforts to keep costs within the Owner’s budget. The CM/GC shall provide Construction Management (CM) services throughout the Project, from the preconstruction period through construction and shall closely coordinate such work with the Owner, Architect and sub‐consultants.

1) The CM/GC’s CM Services shall include but not be limited to:

a) Participate in Owner’s meetings weekly during Schematic Design, Design Development and Construction Documents phases.

b) Consult with the Owner in refining the project construction budget, and establishing and maintaining a detailed cost model for the work as the design evolves.

c) Field and existing conditions investigations. Document finding using diagrams, logs, and photos.

d) Design Document reviews, assessments, and constructability analysis. The CM/GC shall be responsible for providing necessary consulting expertise to the Owner to ensure that the program scope is maximized and the construction budget and the Project schedule are met.

e) Assistance reviewing systems and products to facilitate LEED Certifications.

f) Assess, develop and recommend site logistics requirements to encompass all proposed activities and impacts to the site, adjacent properties, parks and neighboring streets.

g) Assist in identifying safe work practices and requirements for construction and future maintenance work with PPS fall protection plan.

h) Recommend phasing or sequencing of work and construction scheduling.

i) Provide a Critical Path schedule and site logistics plan; prepare a detailed milestone schedule identifying the work to be performed by the Architect, the Owner, and the CM/GC during this phase. The CM/GC shall report progress bi ‐weekly against the Owner’s overall Project schedule.

j) Providing cost‐estimating, including GMP development and subcontractor procurement.

k) Determine and reconcile constructability issues and perform formal constructability reviews of the design documents prior to subcontract bidding.

l) Assess alternative construction options for cost savings. Provide process, systems, and products value assessments and recommendations.

m) Identify concepts for value engineering.

n) Permit procurement assistance and agency coordination with the Architect and develop a strategy for obtaining building permits in a timely fashion. Meet with building and other regulatory officials as appropriate. Attend all meetings pertaining to permitting, as required. It is anticipated that these functions will continue throughout all phases of the project.

o) Prepare for subcontractor selection and bidding for the final establishment of a GMP for the Work.

p) Coordinate with the Architect to assist in their preparation of initial BIM modeling.

q) Update BIM model as necessary and per the Contract.

r) Maintain a current “live” Bluebeam model through construction.

s) Overall coordination as a member of the Project Team to ensure that the project meets quality, scope, schedule, and budget objectives.

t) In coordination with the Project Team, develop and implement a business equity plan tailored to the project and design to help PPS meet its business equity aspirational goal of achieving 18% Certified Business participation.

u) Implement a Responsible Workplace Program as detailed elsewhere in the Contract.

2) Upon Execution of the Contract:

a) Review all technical reports and other relevant information pertaining to the Project and become familiar with all:

i. Existing survey data, arborist reports, geotechnical reports as available.

ii. Owner Building Information Modeling Standards.

iii. AHERA, Apex Hazmat Report, Environmental Reports Phase 1 and Phase 2.

iv. Existing utility information, as‐builts and/or other record documents available from Owner including BIM model of existing facility.

v. Building commissioning plan/specifications (when available and applicable).

vi. Portland Public School District Design Guidelines and Standards.

vii. Comprehensive Plan report.

b) Review Schematic Design information and become familiar with existing design efforts and progress.

c) Attend kick‐off meeting with Owner and Architect.

d) Conduct site tour with Owner to become familiar with Project site and existing conditions.

e) Attend training session on Owner’s PMIS system (e‐Builder Enterprise).

f) Review Owner’s construction budget(s) and provide information on alignment with current market trends.

g) Review and understand Owner’s Program of Requirements (OPRs) for the Project.

h) Submit a detailed Preconstruction Work Plan for the work of this section incorporating the Owner’s comments from the CM/GC’s proposal for these services.

3) Schematic Design (SD) Phase Services

a) Provide estimate of SD design submittal and provide to Owner for review/acceptance. Reconcile estimate with Owner and Architect, and make all necessary adjustments to align estimate with design intent.

b) Provide administration coordination and field support for SB1149 Funding, SRGP, ETO and other grant paperwork i.e. breaking out take off items that apply to these grants and funding, estimates of work, line breakouts on the schedule of values as it applies.

c) Provide design review and written commentary on constructability, sustainability (both total‐cost‐of‐ownership and environmental), costing, safety and/or procurement issues identified by the CM/GC. Attend necessary meetings/discussions to answer questions or provide additional coordination with Owner and Architect.

d) CM/GC to provide a list of any contractor‐proposed deviations from the PPS Design Guidelines and Standards.

e) Review Master Project Schedule and provide written commentary to Owner. Attend necessary meetings/discussions to answer questions or provide additional coordination with Owner and Architect.

f) Develop Project phasing plan including any early or separate work packages and assist Architect to develop necessary coordination between packages including temporary construction requirements.

g) Provide recommended sub‐contractors to be solicited and procured during Pre-Construction phase to assist CM/GC and Owner through Pre‐Construction Services. Provide procurement process for Owner review and acceptance and facilitate process through to execution of sub‐contract agreements.

h) Conduct necessary explorations/discovery of existing systems, structures or finishes to fully understand the nature of the existing facility and its systems, validate as‐built conditions (specifically critical dimensions and/or demarcation point locations/interface requirements for connection to systems/structures to remain). Provide Owner-acceptable patches/covers to areas where destructive testing was required. Areas that will not be addressed as a part of the Project but disturbed by investigation/exploration/discovery shall be returned to a similar or better condition.

i) Starting with first SD estimate, the CMGC shall develop and maintain a budget control log that shall include all project estimate figures and notes to identify what modifications have been made to adjust costs in each category to maintain the overall project budget.

j) In coordination with Owner, initiate and/or support coordination/communication with Agencies Having Jurisdiction (AHJ) over Project. Agencies may include but are not limited to:

i. City of Portland Bureau of Environmental Services

ii. City of Portland Bureau of Transportation

iii. City of Portland Building Department

iv. State of Oregon Department of Environmental Quality

v. State Historical and Preservation Office

vi. Portland Bureau of Transportation

vii. State Fire Marshal’s Office

viii. Portland Parks and Recreation

ix. Multnomah County specifically with the Student Base Health Center (SBHC)

4) Design Development (DD) Phase Services

a) Based on the approved Schematic Design, the CMGC shall prepare a site logistics plan for review and approval by the Architect and Owner. The CMGC shall continue through the course of the design to coordinate with the Architect ensure that the logistics plan is updated appropriately. When updates are required, each update shall be submitted for review and approval by the Architect and Owner.

b) Update the construction phasing plan and advise the Architect on areas where additional design is needed to construct temporary and/or permanent facilities to facilitate phased construction. The CM/GC shall also take into consideration cost reductions, cost information, constructability, provisions for temporary facilities and procurement and construction scheduling issues.

c) Provide estimate of DD design submittal and provide to Owner for review/acceptance. Reconcile estimate with Owner and Architect, and make all necessary adjustments to align estimate with design intent / Design Development documents. Identify significant differences or factors affecting the estimate as compared to the SD estimate completed by the CM/GC.

d) Participate in any/all value engineering sessions and support Project Team’s efforts to align Project scope, budget and schedule.

e) CM/GC to provide a list of any contractor‐proposed deviations from the PPS Design Guidelines and Standards.

f) Provide administration coordination and field support for SB1149 Funding, SRGP, ETO and other grant paperwork i.e. breaking out take off items that apply to these grants and funding, estimates of work, line breakouts on the schedule of values as it applies.

g) Provide Design Development document review and provide written commentary on constructability, sustainability (both total‐cost‐of‐ownership and environmental), costing, safety and/or procurement issues identified by the CM/GC. Attend necessary meetings/discussions to answer questions or provide additional coordination with Owner and Architect. Back‐check previous commentary to ensure issues have been addressed or Architect commentary has been provided to support original design. Identify significant differences or factors affecting the design as compared to the SD design review completed by the CM/GC.

h) Lead clash detection and other virtual design and construction (VDC) related activities with assistance from Owner and Architect. Facilitate and lead clash detection resolution meetings and generate minutes from each session. Participate and provide input during Integrated Concurrent Engineering (ICE) sessions to align construction and design efforts.

i) Develop and facilitate sub‐contractor outreach efforts, acceptable to the Owner, to generate local market interest. CM/GC will specifically focus on supporting District’s Equity in Public Purchasing and Contracting goals for participation by State of Oregon Certified Businesses. Efforts by the CM/GC shall include outreach to local associations and groups such as Oregon Association of Minority Entrepreneurs (OAME), Commercial Real Estate Women (CREW) or Oregon Entrepreneurs Network (OEN). Report on such efforts to Owner as directed.

j) Participate in student outreach efforts, acceptable to the Owner, to generate opportunities for engaging District students, providing learning opportunities and providing mentorship opportunities. CM/GC shall develop and facilitate program, acceptable to the Owner, to be implemented with the sub‐contracting community to further support these efforts through the Oregon Connect system utilized by the Owner.

k) Assist Owner as required to facilitate community outreach, education and information sessions.

l) Procure key subcontractors via a qualifications‐based selection process as mutually agreed upon by the Owner and consistent with Owner procurement rules.

m) Provide necessary “on‐boarding” efforts to align key sub‐contractors with project team and Project. Provide all contracting, management and contract administration required. CM/GC shall be the point of contact and solely responsible for subcontractors.

n) Provide all necessary field investigation work required to fully understand the scope, scale or conditions of the existing conditions of the Project, including but not limited to:

i. Special inspection

ii. Testing

iii. Hazmat removal or containment

iv. Intrusive investigation

v. Selection demolition and restoration

vi. Equipment verification

vii. Electric Circuit Tracing

viii. Mechanical System Mapping

ix. Fire Sprinkler System Calculations Note: All public facing finishes shall be made fully safe and/or returned to their original condition prior to the space being returned to public use.

5) GMP Development

a) Develop GMP estimate with full documentation of costs, allowances, contingencies and other costing information as well as qualifications, assumptions, clarifications and exclusions. Coordinate review and alignment with Owner expectations, GMP Support Documents and other relevant documents.

b) Develop Master Construction CPM Schedule for Owner review and acceptance that fully describes and details the construction methodology of the Project.

c) Develop detailed phasing and sequencing plan(s) for the Project and incorporate specifics into the bid packages for the general subcontractor bidding phase(s).

d) Prepare, for the Architect’s review and the Owner’s approval, a procurement schedule for items that must be ordered well in advance of construction.

e) Expedite and coordinate the ordering and delivery of materials that must be ordered well in advance of construction.

6) Construction Documents (CD) Phase Services

a) Continue to lead clash detection and other virtual design and construction (VDC) related activities with assistance from Owner and Architect. Facilitate and lead clash detection resolution meetings and generate minutes from each session. Participate and provide input during Integrated Concurrent Engineering (ICE) sessions to align construction and design effort.

b) Facilitate a document version control process/system with assistance from Owner and Architect, that is acceptable to Owner, to streamline document/revision control during the Construction Document phase as well as General Sub-contractor Bidding and Construction phases for effective change management control. Systems may include use of BlueBeam Studio (preferred), Adobe Acrobat Online Collaboration, DropBox or other similar systems. Systems shall be utilized by CM/GC, Architect and Owner and others to minimize physical paper requirements for documentation. Post design changes from RFI’s, ASI’s, Submittals, and field investigations daily.

c) Continue to develop and facilitate sub‐contractor outreach efforts, acceptable to Owner, to generate local market interest. CM/GC will specifically focus on supporting District’s Equity in Public Purchasing and Contracting goals for participation by State of Oregon Certified Businesses. Efforts by the CM/GC shall include outreach to local associations and groups such as Oregon Association of Minority Entrepreneurs (OAME), Commercial Real Estate Women (CREW) or Oregon Entrepreneurs Network (OEN). Report on such efforts to Owner as directed.

d) Continue to develop and facilitate student outreach efforts, acceptable to Owner, to generate opportunities for engaging District students, providing learning opportunities and providing mentorship opportunities. CM/GC shall develop and facilitate program, acceptable to Owner, to be implemented with the sub‐contracting community to further support these efforts.

e) Develop and align sub‐contracting bid packages with accepted Master Construction Schedule and GMP.

f) Lead and manage review of on‐going design efforts and provide written commentary/guidance for aligning design progression with GMP requirements. Participate in any/all meetings required to guide design efforts in accordance with GMP parameters. CM/GC will not retain any authority in directing Architect, its forces or those of Architect’s sub‐consultants.

g) Coordinate efforts of key subcontractors in support of the Project.

h) Provide estimate of 50% and 90% CD Design submittal and provide to Owner for review. Reconcile estimate with Owner and Architect, and make all necessary adjustments to align estimate with GMP documents. 90% CD estimates shall be formatted in such a way as to provide CM/GC’s expected results for each bid package and a basis for comparing bids against market conditions. Identify significant differences or factors affecting the estimate as compared to the previous estimates completed by the CM/GC.

i) Lead value engineering sessions and support Project Team’s efforts to align Project scope, budget and schedule. CM/GC’s value engineering recommendations shall be consistent with the Owner’s OPRs for the Project. CM/GC understands that substantial changes inconsistent with previous Owner approvals may be considered additional services by the design team and may impact the Project schedule. The CM/GC shall endeavor to make recommendations that achieve the budget, schedule and/or quality goals while remaining consistent with the original directions provided to the Architect. Value engineering shall be undertaken as an on‐ going process throughout the design phases.

j) Provide 50% and 90% Construction Document submittal review and provide written commentary on constructability, sustainability (both total‐cost‐of‐ownership and environmental), costing, safety and/or procurement issues identified by the CM/GC. Attend necessary meetings/discussions to answer questions or provide additional coordination with Owner and Architect. Back‐check previous commentary to ensure issues have been addressed or Architect commentary has been provided to support original design. Identify significant differences or factors affecting the design as compared to the previous design reviews completed by the CM/GC.

k) Assist Owner as required to facilitate community outreach, education and information sessions.

l) Assist Owner in identifying critical elements of the Project that may require special procurement processes, such as prequalification of bidders or alternative contracting methods.

7) Permitting & Land Use

a) Obtain trade permits as required to complete the project.

b) Assist Owner in obtaining land use and building permit approvals. CM/GC shall provide necessary documents, report or other supportive information as required.

8) General Sub‐contractor Bidding

a) Manage sub‐contractor bidding process per Contract requirements. Include pre‐bid conference, bid day specific requirements and facilitate bid package review with Owner and Architect.

b) CM/GC may develop and implement a pre-qualification process per the Contract, with Owner’s prior written approval.

c) CM/GC shall procure a minimum of three bids per bid package or scope of work, including work components which the CM/GC may be interested in self‐performing.

d) When there are single fabricators of materials, special packaging requirements for subcontractor work, or work performed by the CM/GC, advance approval by the Owner is required.

e) CM/GC will contact a minimum of three (3) Certified Business subcontractors.

i. CM/GC will make the first contact with each Certified Business subcontractor no less than seven (7) calendar days before Bid Opening.

ii. CM/GC will contact Certified Business subcontractors by email, fax, or telephone to advise them of potential subcontracting opportunities and to solicit bids.

iii. CM/GC will ensure that Certified Business subcontractors have an equal opportunity to compete for work by providing all subcontractors the same information and informing all subcontractors of the date and time that sub‐bids are due.

iv. CM/GC will enter Certified Business contact information into the Certified Business Contact Log. All columns shall be completed, where applicable by trade or specification.

v. The Certified Business Contact Log will be made available for Owner review and reporting as directed by Owner.

f) Provide Owner with recommended sub‐contractor award by bid package for Owner’s review and acceptance as detailed below:

i. Breakdown of bids received including allowances as required to develop “apple‐to‐apple” comparison of bids.

ii. Risk assessment of using proposed sub‐contractor firms.

g) Provide all public notices required in order to be in compliance with ORS requirements or as required by Owner procurement rules and/or direction.

h) Facilitate document control functions and provide necessary documents to sub‐contracting community for bidding.