F16SOL10024_FINAL.pdf

SOLICITATION, OFFER,

AND AWARD

2. TYPE OF SOLICITATION

6. PROJECT NO. 4. CONTRACT NO. 5. REQUISITION/PURCHASE REQUEST NO.

PAGE OF PAGES

7. ISSUED BY CODE 8. ADDRESS OFFER TO

SOLICITATION

(Construction, Alteration, or Repair)

1. SOLICITATION NO. 3. DATE ISSUED

IMPORTANT -- The "offer" section on the reverse must be fully completed by offeror.

9.

INFORMATION

a. NAME b. TELEPHONE NO. (Include area code) (NO COLLECT CALLS)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder."

CALL:

FOR

SEALED BID (IFB)

NEGOTIATED (RFP)

SMITHSONIAN INSTITUTION

P.O. BOX 37012

MRC 1200

Washington DC 20013-7012

OCON

Eve Errickson 202-633-5214

1x 08/22/2016

F16SOL10024

10. THE GOVERNMENT REQUIRES PERFORMANCE OF THE WORK DESCRIBED IN THESE DOCUMENTS (Title, identifying no., date)

Request for Proposals #F16SOL10024 issued on August 19, 2016.

This request for proposals (RFP) consists of the following:

This Standard Form 1442;

Sections A-M, p. 1-131, Project Documents, as that term is defined in Section C of this RFP;

Appendix A, Bid Sheet, p. 1-6;

Appendix B, 4D BIM Submission requirements, p. 1-2.

All of the above are incorporated by reference as part of the RFP whether attached to this standard form or not.

The following firms are invited to respond to this RFP per the terms of Part 1 of the solicitation, RFQ #F16SOL10023.

Gilbane-Grunley Joint Venture

1100 North Glebe Road, Suite 1000

Arlington, VA 22201

Continued ...

11. The Contractor shall begin performance

12a. THE CONTRACTOR MUST FURNISH ANY REQUIRED PERFORMANCE AND PAYMENT BONDS?

award, notice to proceed. The performance period is mandatory negotiable. (See ________________________________________________.)

13. ADDITIONAL SOLICITATION REQUIREMENTS:

a. Sealed offers in original and is not required.is, b. An offer guarantee

c. All offers are subject to the (1) work requirements, and (2) other provisions and clauses incorporated in the solicitation in full text or by reference.

(date). If this is a sealed bid solicitation, offers will be publicly opened at that time. Sealed envelopes containing offers shall be marked to show the offeror's name and address, the solicitation number, and the date and time offers are due.

d. Offers providing less than

12b. CALENDAR DAYSYES NO

(If "YES", indicate within how many calendar days after award in Item 12b.)

10 220 calendar days and complete it within ________________ ________________ calendar days after receiving

10/31/2016

NSN 7540-01-155-3212

x x x x copies to perform the work required are due at the place specified in Item 8 by _____________ ___________________ (hour) local time calendar days for Government acceptance after the date offers are due will not be considered and will be rejected . _________________

STANDARD FORM 1442 (Rev. 4-85)

Prescribed by GSA

FAR(48 CFR) 53.236-1(d)

17. The offeror agrees to perform the work required at the prices specified below in strict accordance with the terms of this solicitation, if this offer is accepted by the Government in writing within ____________________ calendar days after the date offers are due. (Insert any number equal to or greater than the minimum requirement stated in item 13d. Failure to insert any number means the offeror accepts the minimum in item 13d.)

14. NAME AND ADDRESS OF OFFEROR (Include ZIP Code) 15. TELEPHONE NO. (Include area code)

16. REMITTANCE ADDRESS (Include only if different than item 14.)

CODE FACILITY CODE

AMOUNTS

18. The offeror agrees to furnish any required performance and payment bonds.

19. ACKNOWLEDGEMENT OF AMENDMENTS

OFFER (Must be fully completed by offeror)

(The offeror acknowledges receipt of amendments to the solicitation -- give number and date of each)

AMENDMENT NO.

DATE.

20a. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER (Type or print) 20b. SIGNATURE 20c. OFFER DATE

AWARD (To be completed by Government)

21. ITEMS ACCEPTED:

22. AMOUNT 23. ACCOUNTING AND APPROPRIATION DATA

24. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM 25. OTHER THAN FULL AND OPEN COMPETITION PURSUANT TO

26. ADMINISTERED BY CODE 27. PAYMENT WILL BE MADE BY

CONTRACTING OFFICER WILL COMPLETE ITEM 28 OR 29 AS APPLICABLE

(Contractor is required to sign this document and return (Contractor is not required to sign this document.)

Your offer on this solicitation is hereby accepted as to the items listed. This award consummates the contract, which consists of (a) the Government solicitation and your offer, and (b) this contract award.

No further contractual document is necessary.

30a. NAME AND TITLE OF CONTRACTOR OR PERSON AUTHORIZED TO SIGN (Type or print) 31a. NAME OF CONTRACTING OFFICER (Type or print)

30b. SIGNATURE 30c. DATE 31b. UNITED STATES OF AMERICA 31c. DATE

BY

2PAGE OF

OCON

P.O. BOX 37012

MRC 1200

Washington DC 20013-7012

OCON

Dorothy A. Leffler

28. NEGOTIATED AGREEMENT 29. AWARD

Contractor agrees to furnish and deliver all items or perform all work requirements identified on this form and any continuation sheets for the consideration stated in this contract. The rights and obligations of the parties to this contract shall be governed by (a) this contract award, (b) the solicitation, and (c) the clauses, representations, copies to issuing office.)

10 U.S.C. 2304(c) 41 U.S.C. 253(c)

STANDARD FORM 1442 (REV. 4-85) BACK

Continued...

ITEM NO.

(A)

SUPPLIES/SERVICES

(B)

QUANTITY

(C)

UNIT

(D)

UNIT PRICE

(E)

AMOUNT

(F)

NAME OF OFFEROR OR CONTRACTOR

3 4

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

F16SOL10024

Clark-Smoot-Consigli, A Joint Venture

7500 Old Georgetown Road

Bethesda, Maryland 20814

Hensel-Phelps

4437 Brookfield Corporate Drive, Suite 207

Chantilly, Virginia 20151

SCHEDULE OF SUBMISSION DEADLINES:

Pre-proposal site visits may be scheduled at

September 16, 2016, 11 am to 1 pm; or

September 20, 2016, 2 pm to 4 pm; or

September 21, 2016, 9 am to 10 am.

Technical Proposals are due Monday, October 3, 2016 at 2 pm.

Interviews & 4D model presentation, are tentatively scheduled for the week of October 17, 2016:

Oct. 18, 9 am or 11 am;

October 19, 3 pm; or

October 20, 10 am, 11 am, or 3 pm.

Cost proposals are due at 2 pm on October 21, 2016.

Written clarifications to Technical Proposals and

Supporting Documents for Cost Proposals are due at 2 pm on October 31, 2016.

BACKGROUND:

The selected CMc shall provide Pre-construction

Phase Services with a right of option for

Construction Phase Services rendered on the basis of a Guaranteed Maximum Price (GMP). The performance of Pre-Construction Phase Services is currently scheduled to begin upon issuance of a notice to proceed on November 15, 2016 and be completed on or about March 1, 2018. Construction

Phase Services are currently scheduled to take place beginning on or about March 1, 2018 through

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

ITEM NO.

(A)

SUPPLIES/SERVICES

(B)

QUANTITY

(C)

UNIT

(D)

UNIT PRICE

(E)

AMOUNT

(F)

NAME OF OFFEROR OR CONTRACTOR

4 4

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

F16SOL10024

the second quarter of fiscal year 2015.

The estimated construction cost is

$450,000,000.00.

The Revitalization of the National Mall Building of the National Air & Space Museum includes comprehensive removal and replacement of stone masonry cladding and replacement of HVAC and related building systems. All services for the scope of work under this solicitation are defined at length in Section C herein and more specifically in the Project Documents, as that term is defined in this solicitation.

RFP OVERVIEW:

Section C, Scope of Work: pp 6-26;

Section L, Proposal Submission, p. 124

Section L.1, Technical Proposal, p. 124

Section L.2, Cost Proposal, p. 126

Section M, Evaluation Factors, p. 129.

Period of Performance: 11/16/2016 to 03/01/2018

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

REQUEST FOR PROPOSALS_F16SOL10024

NATIONAL AIR & SPACE MUSEUM REVITALIZATION

A. Solicitation B. Prices C. Specifications C.1 Project Documents C.2 Priority of the Project Documents C.3 Conditions for Performance of the Awarded Contract C.4 Pre-Construction Phase Services C.5 Construction Phase Services C.6 Post-Construction Phase D. Packaging and Marking E. Inspection and Acceptance 52.246-11 Higher-Level Contract Quality Requirement. (FEB 1999) 52.246-12 Inspection of Construction. (APR 1996) 52.246-S0038 Smithsonian Institution Inspection and Acceptance (Jun 2000) 52.246-S0039 Final Inspection and Tests (Jun 2000) 52.246-S0057 Inspection 52.246-S0058 Acceptance F. Deliveries or Performance 52.211-S0025 Commencement, Prosecution, and Completion of Work (Jun 2000) 52.236-S0036 Smithsonian Institution's Right to Stop or to Suspend the Work (Jun 2000) 52.246-S0041 Additional Warranties and Guarantees (Jun 2000) G. Contract Administration Data 52.202-S0059 Contract Management 52.202-S0060 Contracting Officer 52.202-S0061 Contracting Officer's Technical Representative (COTR) (Apr 1988) 52.202-S0062 Authorities 52.213-S0094 Application for Payment 52.215-S0002 Authorized Negotiators (Apr 1984) 52.215-S0063 Key Personnel H. Special Contract Requirements 52.202-S0010 Use of Smithsonian Name (Jun 2000) 52.203-S0004 Advertising of Award Smithsonian Institution 52.215-S0008 Contracting Officer's Technical Representative (Apr 1988) 52.215-S0009 Information, Services and Rights of the Smithsonian (Apr 1988) 52.223-S0070 Dissemination of Information 52.236-S0030 Availability and Use of Utility Services (Jun 2000) 52.227-23 Rights to Proposal Data (Technical). (JUN 1987) 52.227-S0007 Rights-in-Data 52.236-S0031 Use of Site (Jun 2000) 52.242-S0020 Historic & Archeological Rights (Jun 2000) I. Contract Clauses 52.203-13 Contractor Code of Business Ethics and Conduct. (OCT 2015) 52.203-14 Display of Hotline Poster(s). (OCT 2015) 52.204-7 System for Award Management. (JUL 2013) 52.204-10 Reporting Executive Compensation and First-Tier Subcontract Awards. (OCT 2015) 52.215-11 Price Reduction for Defective Cost or Pricing Data - Modifications. (OCT 1997) 52.215-13 Subcontractor Cost or Pricing Data - Modifications. (OCT 1997) 52.215-14 Integrity of Unit Prices. (OCT 1997) - Alternate I (OCT 1997) 52.215-19 Notification of Ownership Changes. (OCT 1997) 52.215-21 Requirements for Cost or Pricing Data or Information Other Than Cost or Pricing Data -

Modifications. (OCT 1997) - Alternate II (OCT 1997) 52.216-9 Fixed Fee - Construction. (MAR 1997) 52.222-21 Prohibition of Segregated Facilities. (FEB 1999) 52.222-26 Equal Opportunity. (MAR 2007) 52.222-23 Notice of Requirement for Affirmative Action to Ensure Equal Employment Opportunity for Construction. (FEB 1999) 52.222-35 Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other

Eligible Veterans. (SEP 2006) 52.222-36 Affirmative Action for Workers with Disabilities. (JUN 1998) 52.222-54 Employment Eligibility Verification. (OCT 2015) 52.223-3 Hazardous Material Identification and Material Safety Data. (JAN 1997) - Alternate I (JUL

1995) 52.223-5 Pollution Prevention and Right-to-Know Information. (AUG 2003) 52.223-6 Drug-Free Workplace. (MAY 2001) 52.223-9 Estimate of Percentage of Recovered Material Content for EPA-Designated Items. (MAY

2008) 52.223-12 Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air

Conditioners. (JUN 2016) 52.223-15 Energy Efficiency in Energy-Consuming Products. (DEC 2007) 52.225-9 Buy American - Construction Materials. (MAY 2014) 52.225-11 Buy American Act - Construction Materials under Trade Agreements. (FEB 2016) 52.225-13 Restrictions on Certain Foreign Purchases. (JUN 2008) 52.227-1 Authorization and Consent. (DEC 2007) 52.227-2 Notice and Assistance Regarding Patent and Copyright Infringement. (DEC 2007) 52.227-14 Rights in Data-General. (MAY 2014) 52.228-11 Pledges of Assets. (JAN 2012) 52.229-3 Federal, State, and Local Taxes. (APR 2003) 52.230-2 Cost Accounting Standards. (OCT 2015) 52.230-6 Administration of Cost Accounting Standards. (JUN 2010) 52.232-16 Progress Payments. (APR 2012) 52.232-18 Availability of Funds. (APR 1984) 52.245-9 Use and Charges. (APR 2012) 52.252-2 Clauses Incorporated by Reference. (FEB 1998) 52.202-S0003 Definitions (Apr 1988) 52.202-S0012 Specialist (Jun 2000) 52.209-S0042 Subcontractor Eligibility (Jun 2000) 52.215-S0001 Order of Precedence 52.215-S0046 Right to Audit and Preservation of Records (Jun 2000) 52.223-S0019 Asbestos-Containing Materials (Jun 2000) 52.228-S0014 Bid Guarantee and Bonds (Jun 2000) 52.228-S0015 CMc's Liability Insurance (Jun 2000) 52.228-S0016 CMc's Property Insurance (Jun 2000) 52.228-S0017 Insurance (Jun 2000) 52.229-S0043 Taxes (Jun 2000) 52.232-S0005 Interest on Payments 52.232-S0047 Payments and Completion (Jun 2000) 52.232-S0053 Examination of Records by Smithsonian Institution (Oct 1987) 52.232-S0065 Progress Payments 52.236-S0018 Calculation of Equitable Adjustment for Differing Site Conditions (Jun 2000) 52.233-S0006 Disputes 52.236-S0021 Execution, Correlation and Intent (Jun 2000) 52.236-S0022 Ownership and Use of Documents (Jun 2000) 52.236-S0023 Shop Drawings, Coordination Drawings and Schedules (Jun 2000) 52.236-S0026 Supervision and Construction Procedures (Jun 2000) 52.236-S0027 Superintendent (Jun 2000) 52.236-S0028 Coordination of the Work (Jun 2000) 52.236-S0029 Construction Procedures (Jun 2000) 52.236-S0035 Work by the Smithsonian Institution or by Separate Contractors (Jun 2000) 52.236-S0037 Smithsonian Institution's Right to Carry Out the Work (Jun 2000) 52.236-S0033 Smithsonian Institution's Right to Clean Up (Jun 2000) 52.236-S0034 Conditions Affecting the Work (Jun 2000)

52.236-S0052 Correction of Work (Jun 2000) 52.236-S0072 Nonpayment for Additional Work 52.243-S0044 Equitable Adjustments (Jun 2000) 52.243-S0045 Pricing of Adjustments (Jun 2000) 52-244-S0013 Subcontractors (Jun 2000) 52.245-S0071 Responsibility for Smithsonian Property 52.246-S0040 Warranty Definitions 52.249-S0048 Delays and Extensions of Time (Jun 2000) 52.249-S0049 Non-Compliance with Contract Requirements (Jun 2000) 52.249-S0050 Termination for Convenience of the Smithsonian Institution (Jun 2000) 52.250-S0073 Indemnification 52.252-S0011 Notice of Deviation in Clauses (Jun 2000) 52.236-S5001 Project Development (Aug 2010) 52.236-S5002 Items and Prices (Aug 2010) 52.236-S5003 Maximum Reimbursable Construction Cost (Construction-Guaranteed Maximum

Price) (Aug 2010) 52.236-S5004 Construction Phase Services 52.236-S5005 Drawings and Specification Requirements (Aug 2010) 52.236-S5006 Construction Cost Limit (Aug 2010) 52.236-S5007 Guaranteed Maximum Price (Construction) (Aug 2010) 52.236-S5008 Fee Proposal Review (Aug 2010) 52.236-S5009 Disallowance of Costs (Aug 2010) 52.236-S5010 Examination of Cost Limit (Aug 2010) 52.236-S5011 Invoices (Aug 2010) 52.236-S5012 Allowable Cost and Payment Aug 2010) 52.236-S5013 Payment (Cost Reimbursable Contract) (Aug 2010) 52.236-S5014 Travel and Subsistence (Construction-Guaranteed Maximum Price (Aug 2010) 52.236-S5015 Changes (Comp-GMP)(Aug 2010) Safe Harbor Provision Risk Register to be inserted here after award J. Attachments K. Instructions, Conditions, and Notices to Bidders 52.216-1 Type of Contract. (APR 1984) L. Proposal Submission L.1 Technical Proposal L.2 Cost Proposal L.3 Media & Formatting L.4 Interview M. Evaluation Factors for Award M.1 General M.2 Acceptance of Offer M.3 Proposal Evaluation M.4 Basis for Award

A. Solicitation

This is RFP F16SOL10024, Part 2 of the solicitation for CMc Services required for revitalization of the National Air & Space Museum of the National Mall (referred to herein as the “Project,” and defined at length herein in Section C). The following firms are invited to respond to this RFP.

Gilbane-Grunley Joint Venture

1100 North Glebe Road, Suite 1000

Arlington, VA 22201

Clark-Smoot-Consigli, A Joint Venture

7500 Old Georgetown Road

Bethesda, Maryland 20814

Hensel-Phelps

4437 Brookfield Corporate Drive, Suite 207

Chantilly, Virginia 20151

Under this RFP, the Smithsonian shall award a contract for Pre-Construction Phase

Services for the Project, with a priced option for Construction Phase Services. The selected CMc is expected to begin Pre-Construction Phase Services during development of

65% Construction Documents. The SI reserves the right to negotiate and award a GMP no later than the commencement of construction, and/or the overall project is at Final

Construction Documents, but in no event before all criteria set forth under Section

52.236-S5001 Project Development (Aug 2010) herein are met, or as may be agreed by the parties during the Pre-Construction Phase.

The CMc will lead the Project in Pre-Construction Phase by providing feedback and direct design assistance to the Smithsonian as Owner on 65%, 100% and Final Construction

Documents that will inform implementation of the construction effort. During

Construction Phase services, if awarded, the CMc shall implement all construction, construction supervision, and inspection services, to include subcontracting all labor, trades, equipment rentals and materials required for successful execution of the Project.

The documents issued with this solicitation are provided to allow the CMc to price their

General Requirements and Fee for the Pre-Construction Phase and Construction Phase

Services. The following assumptions shall be integrated into the awarded contract:

1. The successful Offeror shall perform CMc services for the Project and in the best interests of the Smithsonian in cooperation with the Project Team identified herein.

2. The Project Team is as follows:

a. Quinn Evans (“A/E”) and subcontractors thereto;

b. Jacobs Engineering (“Jacobs”) and subcontractors thereto; and

c. An Artifacts Logistics Contractor, and subcontractors thereto. An Artifact

Logistics expert will be separately retained by the Smithsonian to protect, pack, ship and store NASM Artifacts. For the sake of brevity, all such activities are referred to herein as “Artifact Logistics.” For the purposes of clarification, the scope of work under this RFQ requires the CMc to coordinate its construction phase services with efforts to de-mount, relocate, protect in place and ultimately re-mount collections items at the NASM

Mall Building during the course of the Project. The CMc’s coordination with the Artifacts Logistics Contractor shall be governed by museum collections stewardship standards and Smithsonian specifications for

Building Information Modeling. Please refer to 52.246-11 Higher-Level

Contract Quality Requirement. (FEB 1999).

d. The Smithsonian reserves the right to remove or add Project Team members as the needs of the Project dictate.

3. Project Team Responsibilities: By submitting a bid in response to this RFP, Offeror acknowledges, agrees and accepts the responsibility to work in good faith with the Project Team. Further, by responding to this solicitation, each Offeror covenants to provide complete and full information at all times both to the

Smithsonian and its Project Team. Likewise, by responding to this solicitation, Offeror agrees to cooperate with all Project Team members to manage its employees, agents, and subcontractors so as to avoid undisclosed conflicts of interest, disputes and work disruptions on the project.

4. The submission schedule for this RFP is as follows:

Technical Proposals are due Monday, October 3, 2016 at 2 pm.

Interviews & 4D model presentation, are tentatively scheduled for the week of

October 17, 2016:

Oct. 18, 9 am or 11 am;

October 19, 3 pm; or

October 20, 10 am, 11 am, or 3 pm.

Cost proposals are due at 2 pm on October 21, 2016.

Written clarifications to Technical Proposals and Supporting Documents for Cost

Proposals are due at 2 pm on October 31, 2016.

(the remainder of this page purposefully left blank)

B. Prices

Please see the attached Bid Sheet.

C. Specifications

C.1 Project Documents. The successful offeror shall work with the Project Team named in this solicitation to provide professional expertise, materials, labor, services, and equipment needed to perform the scope of work described in the following documents, (All the “Project Documents.”)

a) Integrated Cost-Risk Analysis Draft Report (Vol. 1-3), draft issued on Aug 10, 2015, final issued December 14, 2015.

b) 35% Design Development Documents dated April 5, 2016

c) 35% Specifications dated April 5, 2106, See “35dd Reports, Vol. 3 & 4

d) Design Continuation Narrative, See “35dd Reports, Vol. 1”

e) BIM files with assets matrices

1206101-Imax-R15

1206101-L-R15

1206101-A_exterior-R15

1206101-A_interior-R15

1206101-A-Workplace Interiors-R15

1206101-FTSC-R15

1206101-MEP-R15-160405

1206101-S-North Vestibule-R15

1206101-S-R15

1206101-S-South Vestibule-R15

GSLD11714_NASM_LLT_20160329_1543_GJW

GSLD11714_NASM_LLT_20160401_1450_GJW

f) Jester & MacKillop Memorandum of July 29, 2016 titled “Scope

Recommendations for Design-Assist Contractor Engagement”

C.2 Priority of the Project Documents

a) It is the responsibility of the Offeror to communicate these solicitation requirements to its staff and subcontractors, without exception. It is the sole responsibility of the Offeror to transmit its questions to the Smithsonian during the bidding period in a timely manner so as to allow a substantive response.

b) In the event of a conflict between the Project Documents and this Solicitation, the

Solicitation will control. However, descriptions of the Project in the Solicitation are not subject to technical interpretation and shall not be construed to limit the rights of the Smithsonian.

c) It is the responsibility of Offerors bidding on this scope of work to bring errors, conflicts or omissions to the attention of the Owner as soon as reasonably possible.

It is the responsibility of Offerors coordinating bids on this project to notify trades and subcontractors of the priority of documents on the project.

d) Offeror shall as part of its proposal identify in writing any services for which the

CMc agrees to assume design liability. The parties agree to work together continuously to resolve errors, conflicts or omissions efficiently and without incurring additional costs if reasonably possible.

e) With regard to the use of traditional drawings, trade-specific documents, three dimensional and four dimensional modeling. Traditional, two dimensional drawings shall control for the purposes of warranty. Clash detection or conflicts identified among the Project Documents, which may include BIM models, traditional drawings, or trade specific documents shall be resolved in good faith under the Safe Harbor Provision and the 52.246-11 Higher-Level Contract Quality

Requirement referenced herein.

C.3 Conditions for Performance of the Awarded Contract

a) The predominant amount of NASM Collections items shall be moved out of areas under construction, necessitating an extensive collections protection and move effort. A number of extremely large artifacts may be protected in place or stored on site. To accommodate this move, NASM has undertaken to build swing collections storage space at its Udvar-Hazy Museum Center in Chantilly, Virginia, Construction on the swing space is projected to be completed by November 2018.

b) During the Project, the Smithsonian will continuously demount and move collections items in sequence with construction activities on the basis of pre-defined zones in order to keep NASM exhibits, shops and restaurant open to the public during construction. NASM Collections items encompass a huge variety of items from aviation technology, aerospace technology, clothing, jewelry, memorabilia, geological samples, paper, photographs, and other items. Each of these different types of collections items may entail different requirements for relative humidity and temperature control for individual zoned construction activities governed by both temporary and permanent HVAC equipment. The successful Offeror shall be asked to review and comment on proposed changes in the Smithsonian’s Artifacts Logistics Plan with regard to controls applicable to zoned construction activities.

c) The CMc shall maintain sufficient off-site support staff during Pre-Construction

Phase. If awarded the scope for Construction Phase Services, the CMc shall maintain sufficient staff during Construction Phase Services and competent full time staff at the Project site during construction authorized to act on behalf of the

CMc to coordinate, inspect, and provide general direction of the work and progress of the subcontractors.

d) Safe Harbor. During Pre-Construction Phase, CMc shall be permitted to validate the Project Documents after award and notify the Smithsonian of any defects, errors, or inconsistencies that affect its ability to complete the Project if awarded the option for Construction Phase Services. The Safe Harbor or ‘scope validation’ provision is located at the end of Section I.

e) Risk Register. The Smithsonian and its Project Team are developing a comprehensive risk register for the Project of all risks impacting success of the

Project, with mitigation steps for each articulated risk. During Pre-Construction

Phase Services, the Risk Register shall be reviewed by the CMc with the Project team to confirm and validate the risks and all underlying assumptions. By agreement of the parties, the completed Risk Register, including the contributions of the selected CMc shall be integrated into the Construction Phase Services, if awarded.

f) The Smithsonian’s Project Documents, to include BIM and other platforms, are owned solely by the Smithsonian. Additions thereto, or preparation of documents to supplement the Project Documents are expressly subject to the Smithsonian’s rights in data policy.

(the remainder of this page purposefully left blank.)

C.4 Pre-Construction Phase Services.

The following are to be provided by the CMc, and shall be a part of the proposed

Pre-Construction Phase Service Fee (Please see Bid Sheet).

a) General. The CMc shall review the Project Documents and make recommendations to the

Smithsonian as to value engineering, constructability, suitability of materials and equipment, scheduling, time, methods and sequence of construction. The CMc shall provide overall project management services for the CMc Consultant’s Pre-Construction

Phase Services and ensure coordination of all efforts with SI Project Team from Notice to

Proceed for Pre-Construction Phase Services (NTP) through completion of

Pre-Construction Phase and Award of the Construction Phase Services. The CMc shall manage the Pre-Construction efforts and tasks of the CMc team and ensure coordination with design efforts to maximize the benefits of the CMc delivery system and to coordinate with SI and other project participants during the Pre-Construction phase. A major deliverable under this task is the Pre-Construction Task Schedule. This schedule shall be a detailed schedule identifying and showing the timing and sequence of all tasks required under this Scope of Work. The CMc shall fully coordinate its Pre-Construction Task

Schedule with SI’s schedule and shall submit deliverables, attend meetings and otherwise execute its tasks as coordinated therewith. Deliverables are as follows:

1. Draft Pre-Construction Task Schedule – The selected CMc shall submit a detailed schedule of Pre-Construction Tasks within10 business days of NTP, and allow 10 business days for SI to review and provide comments. The schedule shall be in a form acceptable to SI, shall be presented in bar chart format, and shall include, at a minimum, Task ID number, description, duration, sequence, and budget. This schedule is subject to SI’s approval.

2. A Draft Pre-Construction Task Schedule Presentation Meeting shall be held 5 business days following submission of the Draft Pre-Construction Task

Schedule. The CMc shall administer and chair the meeting, with a focus on presentation of the schedule and soliciting initial comments from project team.

3. Final Pre-Construction Task Schedule – The selected CMc shall submit a final schedule within 10 business days from receipt of SI review comments on draft schedule. Comment responses shall be documented and provided to SI with the final schedule. The CMc shall allow a minimum of 10 business days for SI to review and approve.

4. Draft Project Management Plan (PMP)- This selected CMc shall provide a draft PMT within 30 Days of NTP and allow 10 business days for SI comments after submission. The Project Management Plan (PMP) shall briefly and concisely describe how CMc will manage the following. These items shall be addressed in the order below:

a. Project communication and interface with the Smithsonian and the Project Team.

b. Documentation.

c. Invoicing procedures and Pre-Construction Phase Services Budget tracking.

d. Tracking of Value Engineering (VE) and constructability recommendations and their cost/schedule impacts and develop a comprehensive “VE Log” and a comprehensive “Constructability Log” respectively.

e. Methodology and timing for development of construction cost estimate and schedule, including all updates.

f. Pre-Construction Phase Services schedule of activities.

g. Staffing, roles and responsibilities, and project organization chart.

h. Construction planning.

i. Subcontract Packaging Plan and Procurement.

j. Small Business subcontracting goal compliance.

k. Monthly reporting and invoicing.

l. Project progress and team meetings.

m. Partnering.

n. Risk management.

o. Building Information Modeling (BIM).

p. Quality Control and Assurance.

q. Other items as appropriate.

r. The Final PMP shall be provided within 60 Days of NTP. The selected CMc shall allow 10 business days for SI’s approval after submission.

5. Monthly Progress Reports. The CMc shall prepare Monthly Progress Reports to be submitted with its monthly invoice in accordance with the Project

Documents. The CMc shall ensure clear and consistent reporting of progress throughout the Pre-Construction Phase Services phase. The Monthly Progress

Report shall include at a minimum the following elements in the order below:

a. Executive Summary, including a description of the month’s activities.

b. Pre-Construction Phase Services Agreement status (budget and schedule).

c. Identification of potential high-risk issues.

d. Status of Pre-Construction deliverables achieved to-date and completed during the reporting period.

e. Current Pre-Construction Phase Services Schedule status.

f. Pre-Construction Phase Services 6-week look-ahead schedule.

g. Current Pre-Construction Phase Services Cost vs. Budget status.

h. Current Construction Project Schedule status.

i. Current Construction Project Budget (TCC).

j. Progress of all BIM deliverables.

The detailed Monthly Progress Report shall accompany each monthly invoice.

Prior to this, by the 10th of every month, the CMc shall also provide a shorter status update of scheduled activities and expended budget through the end of the previous month to the COTR.

6. CMc Project Team Meetings. The CMc shall lead a Monthly Project Team

Meeting held with SI and others as deemed appropriate by SI, beginning at

NTP and continuing execution of CMc Construction Contract. Participants shall include the CMc’s Project Manager, Cost Estimator, Scheduler, Superintendent, and others as determined by the CMc and as approved by SI.

As part of the Team Meetings, the CMc shall provide monthly update of required Deliverables; distribute constructability Issue Log, VE Log, Risk

Register; Discuss design progress and Project issues. Determine follow-up actions to be taken by each party. Meeting Agendas shall include:

a. Updated Pre-Construction Phase Services Schedule.

b. Constructability Issue Log.

c. VE Log.

d. Risk Register reporting & relevant updates

e. Interface Control Document (ICD) Status.

f. Cost comparison analysis.

Meeting deliverables must be completed within 2 business days meeting and shall include an updated Current Action Items Log.

b) Design. The CMc shall provide expertise, labor, materials, and equipment required to perform related design phase activities using its best professional judgement under the circumstances. The CMc will establish a program for directed design elements identified herein to complete the Project Documents as set forth in the A/E’s design narrative, as follows:

1. Project Design. The CMc shall consult with key subcontractors to provide cost estimates; budget reviews; scheduling; constructability reviews at each phase of design; perform value engineering exercises as needed; the identify long lead items; and coordinate all such activities with the A/E for inclusion in the final drawings and specifications.

2. Design Assist for the Stone Clad Curtain Wall, the Glazed Aluminum Curtain

Wall, Skylights, and the South Canopy as set out in the Jester & MacKillop

Memorandum described above. The Design Assist scope of work includes but is not limited to multiple mock-ups for at least three (3) stone cladding materials and at least two (2) non-stone cladding materials for review and consultation by the Smithsonian as set forth in the Project Documents. The salvage of existing Tennessee Pink tiles shall be considered for use on the new cladding system. Re-use of the existing marble tiles may be in the context of composite high-performance concrete cladding or in the context of decorative masonry elements. Salvaged tiles may be utilized as a component of one of the two required non-stone cladding materials. The Smithsonian reserves the right to request geological testing such as borings or other sample types for the purpose of determining quarry capacity for stone cladding materials. The

CMc shall support the Smithsonian in conducting required due diligence steps as may be needed to support the Smithsonian’s selection and confirmation of cladding materials for the Project.

3. The CMc shall recommend additional elements of the Project Documents for

Design Assist services, as may be appropriate.

c) Artifacts Logistics Coordination: All CMc services shall be rendered so as to accommodate Smithsonian Artifact Logistics efforts. The continued physical integrity of NASM’s collection is dependent on the stability of temperature and humidification sustained by its building systems. The Offerors to this RFP acknowledge and agree historic, irreplaceable artifacts may be damaged or destroyed by exposure to sudden fluctuations in temperatures or humidity, resulting in damages that may be difficult to calculate. The selected offeror may be required accommodate project phasing around protections of large collections items, to monitor strict environmental controls of portions of the building that remain open for public visitation and to observe on-site protections of collections items too large to be removed from the building. The examples herein are meant to be instructive and are by no means exhaustive.

d) Budget and Cost Control. The CMc shall perform periodic detailed cost estimates for phasing, for the construction of portions of the work as may be recommended by the Project Team during Pre-Construction, and work with the Project Team to reconcile differences. At the end of each design phase, the CMc will work with the

Project Team and the Smithsonian to reconcile budget requirements and achieve the programmatic goals of the Smithsonian for the Project. The CMc shall perform detailed cost estimates and value engineering analyses during design phases of the project. The Smithsonian may require additional cost estimates to confirm budget due to modifications made during design workshops. The CMc shall continuously work with the Project Team to reconcile conflicts, omissions & differences and meet

Smithsonian programmatic goals for the National Air & Space Museum. At a minimum, the CMc shall provide the following deliverables:

1. Comprehensive Cost estimates shall be provided by the CMc within two (2) weeks of document issue for the design phases of the project, as follows:

• 65% Project Documents submittal.

• 95% Project Documents submittal.

• 100% Project Documents submittal

• Final Project Documents submittal; and

• Determination of Guaranteed Maximum Price.

2. The CMc will complete estimates using CSI categories and levels of detail.

CMc shall perform design services and provide a plan to construct the project to the construction cost limitation (CCL) of $450M. The CMc will review, analyze, and assess estimates submitted by the A-E and the SI’s 3rd

Party Estimator. The CMc shall provide all estimates using approved alternate and upon presentation to the Smithsonian verify that:

a. Unit costs are reasonable;

b. Quantity takeoffs are accurate;

c. All design elements are included;

d. Level of detail is appropriate to design stage;

e. Formats are correct;

f. Cost escalation factors are properly applied;

g. Balance of costs among building systems are acceptable;

h. Up-to-date scope modifications are reflected; and

i. Overall project costs are within the project cost limitation.

3. The CMc will prepare a separate cost estimate report for each design submission. Once approved by the COTR, the cost report will be incorporated into the design review report. The CMc shall reconcile construction estimates with the A-E at each phase in the design process, within plus or minus 3 - 5% based on a sliding scale commensurate with the design phase. The reconciliation percentage to be achieved at each design phase will be specified by the COTR.

4. From phase to phase, all item must be tracked to completion of the project.

If a cost increases, decreases, or an item is deleted, the CMc shall provide clear documentation to prove up the rationale presented and accepted for the change. This requirement is subject to the documentation retention provisions set forth herein.

e) Constructability Reviews. The CMc shall provide a written report to the Contracting

Officer at each design phase demonstrating compliance with this requirement.

Following presentation of design by design team, the CMc shall perform constructability reviews and value engineering of the 65%, 95% and 100% design completion packages; develop and provide a Constructability Log for each major design package review. The CMc shall address all major components of the design.

For each VE alternative recommended, the CMc shall submit a report that includes an analysis of the impacts to cost and schedule, to Operations, and environmental commitments. The CMc shall participate in the design comment review and resolution processes as required for the 65%, 95% and 100% design completion packages. The

CMc shall compile all Constructability Log information into a comprehensive Final

VE, Constructability and Risk Mitigation Recommendation Report. Constructability reviews and value engineering shall be coordinated with the project design schedule to maximize the CMc’s input to the design process. The CMc shall review and provide recommendations on the construction documents with issues such as phasing of the work, substitution requests, staging, temporary work, new construction techniques or methods for executing the work, value engineering suggestions that could lead to cost reductions or increased long-term value, and identifying where the Project Documents are not consistent or complete; to review and ensure good building practice is being incorporated into the documents and design elements are buildable as drawn and specified; and to identify whether project sequencing is viable.

1. Process. No less than thirty (30) days after award, the CMc shall submit to the COTR for approval a draft procedure for conducting all design reviews required under this contract. The procedure will include a list of participants, the responsibilities of participants, a detailed schedule of review activities consistent with the turn-around periods required in the

A-E contract, and the physical location of design reviews. The CMc will coordinate all design reviews, conduct reviews, and prepare design review reports consistent with the approved procedure.

2. Duty to collaborate: The CMc and the A-E shall collaborate during all phases of the design. Failure of the CMc to detect errors and omissions in the specifications and drawings that should have been reasonably inferred during the Safe Harbor Period shall not be just cause for an equitable adjustment to the CMc contract. Therefore, any necessary changes to correct deficiencies that could reasonably have been identified or inferred during the Safe Harbor Period will be the responsibility of the CMc and will not be considered under the equitable adjustment clause. The primary threshold of for constructability reviews are provided below, but are not limited to the following:

a. Existing conditions are shown correctly and adequately.

b. Construction Documents are complete and coordinated among disciplines.

c. Selected building systems are compatible and viable.

d. Defects, conflicts, ambiguities, or lack of clarity in documents are identified.

e. Construction details are coordinated.

f. Drawings are coordinated for multiple bid packages.

g. Use of bid options are logical.

h. Unit prices specified are logical.

i. Site accommodates access, logistics, and storage.

j. All required construction work is included in the Project Documents or reasonably inferable.

k. Clash detection report is complete and adequate.

l. Materials, processes, equipment, and labor are appropriate, available, non-proprietary, and comply with Buy American Act provisions.

m. Processes, equipment, and labor required to construct the design are appropriate and available.

n. Cost estimates are complete and adequate.

This is a deliverable product and is required at each phase of the design review, with a final submission due with the GMP.

3. Deliverables

a. Attend design presentation meetings.

b. Attend meetings with SI and its design team to review constructability and value engineering items.

c. Develop initial Constructability Logs to be used to identify items above and further developed hereunder for the project 65%, 95% and

100% design completion packages.

d. Final VE, Constructability and Risk Mitigation Recommendation

Report.

e. The CMc shall further attend regular design progress meeting and design discipline meetings each month to stay apprised of design progress and provide input to the design process and address constructability and design issues. Frequency CMc shall attend up to two of these meetings each month along with SI and others deemed appropriate by SI, beginning at NTP and continuing through and including review of the 100% design completion. Attendees shall include, at a minimum, the Project Manager, Cost Estimator, Scheduler, others as determined by the CMc and approved by SI.

f. The CMc shall support the development of a regular collaborative forum for the CMc to actively engage all Project Team members on subjects including but not limited to VE, contract interface, design review and progress, and design and constructability issues.

Determine follow-up actions to be taken by each party. Provide periodic updates and review of required Deliverables; Distribute

Constructability Log, VE Log, Interface Control Document (ICD)

Status.

g. The CMc shall maintain a Constructability Log that identifies proposed changes as line items together with drawings, specifications and/or interfaces with other contract designs that will require modification as a result of the proposed change(s) and observations.

This initial report will serve as the Constructability Log to track issues constructability issues throughout the life of each design phase.

The Constructability Log shall be maintained by the CMc and updated regularly for the meetings required in this Task. The

Constructability Log shall include and track issues including but not limited to design issues, clarifications, constructability issues, value engineering, conflicts, etc. that are identified by the CMc Consultant.

This log will be used as a tool to track the status of these issues from

NTP for Pre-Construction services to the conclusion of Construction

Services.

f) Construction Plan. In coordination with the Smithsonian and the Project Team the CMc shall develop a construction plan that addresses issues relating to how the construction will be managed. The CMc shall provide direction for managing critical elements of the work through the construction phase. Develop information for negotiation of costs for items identified as General Conditions as part of the CCL. Develop information that will provide the basis for early submittals required in the Project Documents. Specific issues shall be addressed in the order below to be addressed include but are not limited to:

1. Maintenance of Operations.

2. Site safety and security.

3. Site phasing plans.

4. Contract Coordination with SI’s other Contractors.

5. Quality Control and Assurance.

6. Cost management and tracking.

7. Schedule control, updating, and reporting.

8. Site staging including construction offices, laydown and work areas, temporary facilities and utilities.

9. Hoisting plan showing CMc provided equipment to service all project needs.

10. Inspections of critical shop fabrications.

11. Opportunities for off-site prefabrication of portions of the work.

g) Competitive Bid of Subcontracted Work. The CMc shall prepare and submit for review and approval procurement plans for early subcontractor participation, if advisable. CMc shall include in its subcontracting plan a statement of its policy on the use of wholly owned subsidiaries in competition for subcontracted work. Upon approval by SI, the

CMc shall award and execute Pre-Construction Phase Services agreements for such subcontracts in accordance with the CMc Contract. The CMc shall prepare a plan and schedule for the selection of such subcontractors and award of Pre-Construction Phase

Services agreement and subsequent construction contracts, if any. Prior to bid, all bid packages shall be reviewed by the CMc for overlap, conflicts and duplication. All reasonably identifiable or inferable overlaps, conflicts, and duplications shall be corrected and resolved by the CMc prior to bidding. All prequalification and qualification of each subcontractor shall be performed as required by the Smithsonian’s procurement and contracting manual unless otherwise agreed in writing by the parties. The Smithsonian’s procurement requirements are summarized and supplemented as follows:

1. All subcontracts that exceed $50,000.00 shall be competed. The CMc shall solicit drawings and specification reviews from all subcontractors pricing the work, and shall insure that the subcontractor’s pricing reflects the costs for resolution of any errors or omissions that were noted and, if warranted, allowance for completion of documents.

2. For all subcontracted work, the CMc shall obtain competitive pricing from a minimum of three (3) independent sources and conduct a best value assessment of the sources. The SI reserves the right to inspect the bid documents at any time, attend bid openings without notice and review results of competitive pricing upon request. The SI shall participate in and approve the selection of subcontractors. In no event shall the CMc determine the basis for sole source awards or otherwise exempt subcontracting efforts from these competitive requirements without the advance review, reasonable consideration and written approval of the

Smithsonian. For items or work where three sources are not available due to circumstances such as uniqueness of the item, limited sources, or regional shortages, the CMc shall provide such documentation as may be required to prove limited availability to the satisfaction of the SI. The

CMc shall make recommendations for change or substitution of these items to promote the maximum competition available.

3. The CMc will cooperate with the Smithsonian’s Office of Supplier

Diversity, and as directed, canvas the market to evaluate subcontractor interest in compliance with the SI Small Business subcontracting goals as delineated herein, and prepare a source list of potential bidders or Offerors.

The Office of Supplier Diversity shall participate in project meetings, monitor subcontracting and related awards to determine compliance with the terms of subcontracting goals set forth herein and as may provided for in Offeror’s proposal.

h) Omitted

i) Partnering. The CMc will lead partnering sessions with the Project Team Members throughout the Project to include subcontractors, Smithsonian staff and contractors.

All Partnering Sessions shall be professionally facilitated and costs associated with the partnering workshops shall be borne by the CMc. To implement this partnership initiative, it is anticipated that within 120 days of Notice to Proceed, the CMC shall arrange for key personnel, including key subcontractors, the SI representatives including the A/E, commissioning agent, and other involved parties to attend a nearby offsite initial partnering/team-building workshop.

NOTE: The scope of the initial partnering workshop is subject to agreement after award. In addition, informal job-site partnering sessions shall be held on a regular basis throughout the duration of the project. Additional one day, off-site workshops

(up to eight (8)) shall be scheduled as required and costs associated with the partnering workshops shall be borne by the CMc. Participation by the executives and management of the CMc, Smithsonian and Project Team members in the workshops and site sessions is highly desirable and important to the success of the Partnership.

The establishment of a partnering charter on the project shall not change the legal relationship of the parties to the contract nor shall it relieve either party from any of the terms of the contract.

j) Construction Staging Area. The CMc shall develop a detailed plan for Construction staging areas of the site. Prior to use of the staging area for construction, the CMc shall contact the COTR or his duly authorized representative for an approval of the

Staging plan site.

k) Quality Control Plan. (Refer to Section 20 – Division 1 Specification)

l) Preparation of a Project Specific Safety Plan. (Refer to Sections 47 through 51 –

Division 1 Specifications)

m) Preparation of a Site Utilization Plan and Use of Premises (Refer to Sections 13 through 18, -21 through 37 -…