Attach_23_-_UFC_3-120-10_Interior_Design_FF-E,_SID_Package_-_2007.pdf

UFC 3-120-10

15 June 2006 including Change 1, July 2007

UNIFIED FACILITIES CRITERIA (UFC)

INTERIOR DESIGN

APPROVED FOR PUBLIC RELEASE; DISTRIBUTION UNLIMITED

DRAFT

including Change 1, July 2007

UNIFIED FACILITIES CRITERIA (UFC)

INTERIOR DESIGN

Any copyrighted material included in this UFC is identified at its point of use.

Use of the copyrighted material apart from this UFC must have the permission of the copyright holder.

U.S. ARMY CORPS OF ENGINEERS

NAVAL FACILITIES ENGINEERING COMMAND (Preparing Activity)

AIR FORCE CIVIL ENGINEER SUPPORT AGENCY

Record of Changes (changes are indicated by \1\ ... /1/)

Change No. Date Location 1 July 26, 2007 Throughout. Added references for sustainable design guidance.

This UFC supersedes UFC 3-100-10N, General Architectural and Interior Design Guide, dated August 2004 (in part); TI 800-01, Design Criteria, Chapter 6, "Architectural;" the Atlantic Division Architectural Design Guide and Interior Design Guide, dated July 2002; SODIV-TG-1001, dated March 1997; and SODIV- TG-1007, dated August 1997.

including Change 1, July 2007 i

FOREWORD

The Unified Facilities Criteria (UFC) system is prescribed by MIL-STD 3007 and provides planning, design, construction, sustainment, restoration, and modernization criteria, and applies to the Military Departments, the Defense Agencies, and the DoD Field Activities in accordance with USD(AT&L) Memorandum dated 29 May 2002. UFC will be used for all DoD projects and work for other customers where appropriate. All construction outside of the United States is also governed by Status of forces Agreements (SOFA), Host Nation Funded Construction Agreements (HNFA), and in some instances, Bilateral Infrastructure Agreements (BIA.)

Therefore, the acquisition team must ensure compliance with the more stringent of the UFC, the SOFA, the HNFA, and the BIA, as applicable.

UFC are living documents and will be periodically reviewed, updated, and made available to users as part of the Services’ responsibility for providing technical criteria for military construction. Headquarters, U.S. Army Corps of Engineers (HQUSACE), Naval Facilities Engineering Command (NAVFAC), and Air Force Civil Engineer Support Agency (AFCESA) are responsible for administration of the UFC system. Defense agencies should contact the preparing service for document interpretation and improvements. Technical content of UFC is the responsibility of the cognizant DoD working group. Recommended changes with supporting rationale should be sent to the respective service proponent office by the following electronic form: Criteria Change Request (CCR). The form is also accessible from the Internet sites listed below.

UFC are effective upon issuance and are distributed only in electronic media from the following source:

• Whole Building Design Guide web site http://dod.wbdg.org/.

Hard copies of UFC printed from electronic media should be checked against the current electronic version prior to use to ensure that they are current. /1/

AUTHORIZED BY:

DONALD L. BASHAM, P.E.

Chief, Engineering and Construction U.S. Army Corps of Engineers

DR. JAMES W WRIGHT, P.E.

Chief Engineer Naval Facilities Engineering Command

KATHLEEN I. FERGUSON, P.E.

The Deputy Civil Engineer DCS/Installations & Logistics Department of the Air Force

Dr. GET W. MOY, P.E.

Director, Installations Requirements and Management Office of the Deputy Under Secretary of Defense (Installations and Environment) http://www.wbdg.org/pdfs/ufc_implementation.pdf http://www.wbdg.org/ccb/browse_cat.php?o=29&c=4 http://dod.wbdg.org/ ii

UNIFIED FACILITIES CRITERIA (UFC)

NEW DOCUMENT SUMMARY SHEET

Document: UFC 3-120-10, Interior Design Superseding:

• UFC 3-100-10N, General Architectural and Interior Design Guide, dated August 2004 (in part);

• TI 800-01, Design Criteria, Chapter 6, "Architectural;"

• Atlantic Division Architectural Design Guide and Interior Design Guide, dated July 2002;

• SODIV-TG-1001, dated March 1997; and

• SODIV-TG-1007, dated August 1997.

Description of Changes: This UFC is a coordinated compilation of Interior Design requirements, and references non-Government standards to the greatest extent practicable. It provides a succinct reference for Interior Designers to ensure that all requirements are met.

Reasons for Changes: This UFC:

• Defines the requirements for interior design work on military construction and renovation projects;

• Relies on a list of industry and government standards, codes and references; and

• Provides DoD sources for standards and guidance not otherwise addressed.

Impact: Cost impacts are negligible; however, design delays should decrease as all requirements for all services are now in a single, consolidated document that has been coordinated with other elements of construction and renovation projects.

including Change 1, July 2007 iii

CONTENTS

CHAPTER 1 INTRODUCTION ...............................................................................1-1

Paragraph 1-1 PURPOSE AND SCOPE. .......................................................................1-1

1-2 APPLICABILITY......................................................................................1-1 1-3 REFERENCES. ......................................................................................1-1 1-3.1 More Stringent Requirements.................................................................1-2 1-3.2 Facilities Located Off Military Installations..............................................1-2 1-4 WHOLE BUILDING DESIGN GUIDE .....................................................1-2

1-5 OVERVIEW OF MILITARY INTERIOR DESIGN. ...................................1-2

1-5.1 Structural Interior Design (SID)...............................................................1-2 1-5.2 Furniture, Fixtures & Equipment (FF&E) ................................................1-3

CHAPTER 2 REQUIREMENTS..............................................................................2-1

Paragraph 2-1 DESIGN REQUIREMENTS ....................................................................2-1

2-2 INTERIOR DESIGNER QUALIFICATIONS............................................2-1 2-3 DESIGN CONSIDERATIONS.................................................................2-1 2-3.1 Functional Design...................................................................................2-2 2-3.2 Design for Flexibility................................................................................2-2 2-3.3 Cost Engineering. ...................................................................................2-2 2-3.4 Life-Cycle Costs......................................................................................2-2 2-3.5 Value Engineering. .................................................................................2-2 2-3.6 Accessibility Requirements.....................................................................2-2 2-3.7 Health & Safety Criteria. .........................................................................2-3 2-3.8 Environmental Quality.............................................................................2-3 2-3.9 Way Finding............................................................................................2-3 2-3.10 Sustainable Design.................................................................................2-3 2-3.11 Overseas Requirements. ........................................................................2-3

CHAPTER 3 INTERIOR DESIGN PROCESS ........................................................3-1

Paragraph 3-1 GENERAL...............................................................................................3-1

3-2 PROJECT DELIVERY PROCESS..........................................................3-1 3-2.1 Design-Bid-Build (DBB). .........................................................................3-1 3-2.2 Design-Build (DB). ..................................................................................3-3 3-2.2.1 DB RFP Development ............................................................................3-3 3-2.2.2 DB Technical Evaluation Board – Interior Design Participation..............3-4 3-2.2.3 DB Design after Award. ..........................................................................3-4

3-3 FURNITURE, FIXTURES & EQUIPMENT ACQUISITION STRATEGY.3-5

3-3.1 Contractor Furnished/Contractor Installed (CFCI) FF&E........................3-6 3-3.2 Government Furnished/Government Installed (GFGI) FF&E. ................3-6 3-3.3 Government Furnished/Contractor Installed (GFCI) FF&E.....................3-7 3-4 DESIGN PROCESS. ..............................................................................3-7 3-4.1 Planning and Programming. ...................................................................3-7 3-4.1.1 DD Form 1391. .......................................................................................3-7 3-4.2 Concept Design. .....................................................................................3-8 3-4.3 Design Development. .............................................................................3-8 3-4.4 Final Design............................................................................................3-8 3-4.5 Review Process. .....................................................................................3-8 including Change 1, July 2007 iv

3-5 CONSTRUCTION AND FF&E PROCUREMENT PHASES. ..................3-9

3-6 POST OCCUPANCY. .............................................................................3-9 3-7 FUNDING ...............................................................................................3-9 3-7.1 Construction. ..........................................................................................3-9 3-7.2 Furniture, Fixtures and Equipment. ......................................................3-10 3-7.3 Design Funds. ......................................................................................3-10 3-7.4 Procurement and Installation of FF&E..................................................3-10

CHAPTER 4 STRUCTURAL INTERIOR DESIGN..................................................4-1

Paragraph 4-1 DEFINITION. ..........................................................................................4-1

4-2 INTERIOR DESIGN DRAWINGS. ..........................................................4-1 4-2.1 Room Finish Schedule............................................................................4-1 4-2.2 Furniture Footprint Plans. .......................................................................4-2 4-2.3 Interior Signage Placement Plans. .........................................................4-2 4-3 SPECIFICATIONS..................................................................................4-2 4-3.1 Finish Color Schedule. ...........................................................................4-3 4-3.1.1 Federal Standard Colors.........................................................................4-3 4-3.1.2 Trade Names and Nonproprietary Disclaimers.......................................4-3 4-4 SPECIFIC MATERIAL CONSIDERATIONS. ..........................................4-3 4-4.1 Paint Selection........................................................................................4-4 4-4.2 Carpet. ....................................................................................................4-4 4-4.3 Wallcovering and Mold Issues. ...............................................................4-4 4-4.4 Window Treatments................................................................................4-4 4-4.5 Interior Signage. .....................................................................................4-4 4-5 SID DESIGN SUBMITTAL REQUIREMENTS. .......................................4-5 4-5.1 SID Binders.............................................................................................4-5 4-5.2 Narrative of Interior Design Objectives. ..................................................4-5 4-5.3 Finish Color Boards for SID Binders.......................................................4-5 4-5.4 Large Scale Presentation Boards. ..........................................................4-6

4-6 SID DESIGN SUBMITTAL REQUIREMENTS MATRIX. ........................4-6

CHAPTER 5 FURNITURE, FIXTURES & EQUIPMENT INTERIOR DESIGN........5-1

Paragraph 5-1 DEFINITION. ..........................................................................................5-1

5-2 SOURCES OF SUPPLY FOR FF&E. .....................................................5-1

5-3 FF&E DESIGN SUBMITTAL REQUIREMENTS.....................................5-2

5-3.1 FF&E Package Format Submittal. ..........................................................5-2 5-3.2 Narrative of Interior Design Objectives. ..................................................5-2 5-3.3 Point of Contact List. ..............................................................................5-2 5-3.4 Itemized Furnishings Cost Estimate. ......................................................5-2 5-3.5 Item Code Legend. .................................................................................5-3 5-3.6 Item Installation List. ...............................................................................5-3 5-3.7 Furnishings Order Forms........................................................................5-3 5-3.8 Best Value Determination. ......................................................................5-4 5-3.9 Furnishings Illustration Materials. ...........................................................5-4 5-3.10 Manufacturers Source List......................................................................5-5 5-4 FURNITURE PLANS. .............................................................................5-5 5-4.1 Furniture Systems...................................................................................5-5 5-4.2 Artwork Placement Plans........................................................................5-5

5-5 FF&E DESIGN SUBMITTAL REQUIREMENTS MATRIX. .....................5-6

including Change 1, July 2007 v

APPENDIX A - REFERENCES.............................................................................. A-1 GOVERNMENT PUBLICATIONS:......................................................................... A-1 NON-GOVERNMENT PUBLICATIONS:................................................................ A-3 APPENDIX B – BEST PRACTICES ...................................................................... B-1

APPENDIX C – INTERIOR DESIGN RELATED STANDARDS & CODES ........... C-1

APPENDIX D – SAMPLE FORMS FOR INTERIOR DESIGN SUBMITTALS........ D-1

APPENDIX E – FF&E PROCUREMENT REFERENCES AND SOURCES .......... E-1

FIGURES

Figure D-1 Navy Sample FF&E Order Form. ............................................................................ D-1 Figure D-2 Navy Sample Furniture Illustration Sheet ............................................................... D-2 Figure D-3 Navy Sample FF&E Order Form. ............................................................................ D-3 Figure D-4 Navy Sample SID Color Binder Form. .................................................................... D-4 Figure D-5 Army Sample FF&E Order Form............................................................................ D-5 Figure D-6 Army Sample FF&E Order Form............................................................................. D-6

TABLES

Table 3-1 Design-Bid-Build Interior Design Process.................................................................3-2 Table 3-2 Design-Build RFP Interior Design Process...............................................................3-4 Table 3-3 Design-Build After Award Interior Design Process ...................................................3-5 Table 4-1 SID Design Submittal Requirements Matrix ..............................................................4-7 Table 5-1 FF&E Design Submittal Requirements Matrix ...........................................................5-7 including Change 1, July 2007

1-1

CHAPTER 1 INTRODUCTION

1-1 PURPOSE AND SCOPE.

This UFC provides general guidance and outlines technical requirements that apply to both building related and furniture related interior design projects, new construction and renovation projects. The information provided in this UFC will be used by interior designers and architects and will serve as the minimum interior design requirements.

This UFC covers requirements in the development of design criteria, construction contract documents, specifications, calculations, and procurement documentation and project presentations for Design-Bid-Build (DBB) and Design-Build (DB) projects.

Project conditions may dictate the need for design that exceeds these requirements.

Excellence in design is the primary goal for all projects. Reaching this goal requires a commitment by the government and designers to a level of quality that includes the coordinated relationship of interior design with the building design, as well as the details of design that affect the users of the facilities. Quality interior design is value added to a project as it vitally improves facility operating efficiency, attractiveness, livability, life-cycle economics, and most importantly, the productivity of the users. Project conditions may dictate the need for design that exceeds these minimum requirements.

1-2 APPLICABILITY.

This UFC applies to agencies of the U.S. Armed Services and their contractors that are preparing construction contract documents and Furniture, Fixtures & Equipment (FF&E) data for all new construction and renovation building projects. These criteria are applicable in the fifty states, the District of Columbia, Puerto Rico, U.S. territories and possessions, and as far as practical, at installations in foreign countries. This UFC applies to all types of construction regardless of funding, including properties listed or eligible for listing on the National Register of Historic Places, as well as National Guard and Reserve projects constructed on military installations or non-military DoD property.

Certain specialized facilities, such as healthcare facilities, carry additional requirements.

Also, see the Unified Facilities Criteria (UFC) or other criteria applicable to specialized facility types. When performing work for different activities, regional or installation requirements may differ from those included herein. Identify these regional differences at the beginning of the project delivery process.

1-3 REFERENCES.

All design and construction shall comply with UFC 3-100-10, Architecture and UFC 1- 200-01, General Building Requirements. Furthermore, Appendix A contains the list of references used in this UFC. These other publications, standards, and technical data referenced herein form a part of this criteria to the extent referenced. In the case of conflicts between the IBC and other military criteria, use the military criteria.

http://www.wbdg.org/ccb/DOD/UFC/ufc_3_100_10.pdf http://www.ccb.org/docs/UFC/ufc_1_200_01.pdf http://www.ccb.org/docs/UFC/ufc_1_200_01.pdf including Change 1, July 2007

1-2

1-3.1 More Stringent Requirements.

For projects in overseas locations, host nation building codes, regulations, and international agreement requirements apply when more stringent than the criteria and standards contained in this UFC.

1-3.2 Facilities Located Off Military Installations.

Where facilities are located off military installations, if the local jurisdiction uses a building code other than that referenced in UFC 1-200-01, confirm which code will be used with the Government project manager.

1-4 WHOLE BUILDING DESIGN GUIDE

The Whole Building Design Guide (http://www.wbdg.org) is a gateway to up-to-date information on integrated design techniques and technologies. It is a valuable resource for information on “Design Objectives” such as accessibility, aesthetics, cost effective design, functional requirements, historical preservation, productivity, security, and sustainable design. Additionally, it contains information on and links to “Building Types” such as armories, aviation facilities, educational facilities, libraries, office buildings, parking facilities, and warehouses, and building products. It is the site where online access to all Construction Criteria Base (CCB) criteria, standards and codes through the IHS system, Unified Facilities Criteria (UFC), Unified Facilities Guide Specifications (UFGS), Performance Technical Specifications (PTS), design manuals, and specifications will reside for the DoD Military Departments, NASA, and others.

\1\ The web site also includes the Technical Guidance for Implementing the Federal Leadership in High-performance and Sustainable Buildings Memorandum of Understanding (Sustainable MOU) (http://www.wbdg.org/sustainablemou/), which provides technical guidance to achieve high-performance and sustainable design buildings. /1/

1-5 OVERVIEW OF MILITARY INTERIOR DESIGN.

Interior design is required on new building construction and renovation projects regardless of funding source or type of project. A Comprehensive Interior Design (CID) will be provided, unless otherwise directed, and includes the Structural Interior Design (SID) and the Furniture, Fixtures and Equipment (FF&E) Design. The two types of services cover different aspects of the interior environment and are funded through different sources. See Chapter 2 for discussions on funding sources.

1-5.1 Structural Interior Design (SID).

The Structural Interior Design includes building related design elements and components generally part of the building itself, such as walls, ceilings, floor coverings and built in casework. The interior designer’s knowledge and involvement in the project from the programming stage forward affords maximum success in accomplishing the

DRAFT

http://www.wbdg.org/ http://www.wbdg.org/sustainablemou/ including Change 1, July 2007

1-3 user’s goals and requirements. The interior designer must be involved with the programming and space planning to help achieve the client’s goals for space utilization, and with determining the desired interior finish materials and their respective aesthetic, durability and maintenance qualities or characteristics. In addition, the interior designer must provide a furniture footprint based on the project program. The SID will be performed by a qualified interior designer. See Chapter 3 for more detailed requirements for the SID.

1-5.2 Furniture, Fixtures & Equipment (FF&E)

The Furniture, Fixtures & Equipment is the selection, layout, specification and documentation of workstations, seating, storage, filing, visual display items, accessories, window treatments, and artwork including contract documentation to facilitate pricing, procurement and installation. The FF&E package is based on the furniture footprint developed in the SID portion of the interior design. Items such as markerboards, bulletin boards and some window treatments may be specified in either the SID or the FF&E. See Chapter 4 for more information on FF&E requirements.

including Change 1, July 2007

2-1

CHAPTER 2 REQUIREMENTS

2-1 DESIGN REQUIREMENTS

The interior designer must satisfy the following for each project:

a. Fully indicate or follow the Scope of Work in the contract documents.

b. Comply with applicable codes, regulations and laws.

c. Provide a design within funding limits.

d. Provide a design within Scope of Work limits.

e. Provide a design of appropriate appearance in accordance with Service standards.

f. Provide a design that satisfies the functional requirements of the project.

g. Provide a design with coordinated systems (interior finish materials, furnishings, fixtures, equipment, electrical, lighting, etc.)

h. Provide complete, accurate, and coordinated construction/procurement documentation for the Project.

i. Provide a fully coordinated Comprehensive Interior Design, unless otherwise directed, which includes:

(i) Fully coordinated Structural Interior Design (SID;) and

(ii) Fully coordinated Furniture, Fixtures & Equipment Interior Design

(FF&E.)

j. Provide a design that is in accordance with sustainable design principles.

2-2 INTERIOR DESIGNER QUALIFICATIONS

Design and review must be accomplished by, or in consultation with, professional interior designers or architects with significant interior design experience. Qualification of designers is based on education, experience and examination. Interior designers or architects will have completed a recognized program of academic training in interior design; and/or will have attained registration or licensure as required by the locality or district where the project work occurs. For contracted interior design services, the interior designer or architect must be NCIDQ certified and must not be affiliated with any furniture dealership, vendor or manufacturer. The Government reserves the right to approve or disapprove the qualifications of the interior designer selected by an A/E or a Contractor.

2-3 DESIGN CONSIDERATIONS

Designers must consider interior design compatibility with the local environment, functional requirements, ergonomics, and economy of construction, energy conservation, interior details, sustainable design and life cycle costs. Additionally, facilities must be designed in harmony with the architectural character of existing facilities that are to remain, especially those that are considered historically or architecturally significant. Design excellence must not add to project costs but balance the functionality, aesthetics, quality, sustainability and maintainability of facilities.

Designs must comply with each installation design guide.

2-2

2-3.1 Functional Design

Facility designs will be governed by the functional requirements of the project, will conform to the appropriate criteria and standards, and will be consistent with applicable funding limitations. Provide facilities and furnishings that achieve optimum life-cycle savings. Conduct comparisons as needed to determine the most life-cycle cost effective, materials, finishes, methods of construction, furnishings and services.

2-3.2 Design for Flexibility.

Flexibility in architectural and interior design facilitates the accommodation of changing functional requirements while conserving resources. The U.S. military may own or lease a facility from its time of construction until the end of its useful life. During this long tenure of use, functional requirements of buildings will change, often drastically.

For this reason, flexibility is a significant design requirement for buildings, except for those with highly specialized functions where adaptive reuse would be cost prohibitive.

2-3.3 Cost Engineering.

Cost Engineering (CE) will be an integral part of the design process. Apply the CE principles and practices in the pre-design and programming development stage relative to establishing costs. Initiate more CE costs relative to the scope and requirements at the concept design on program documents and use throughout the design and construction of projects.

2-3.4 Life-Cycle Costs.

Base design decisions on life-cycle cost considerations to determine an economical design for facilities. Take into account not only the initial construction costs but also the operating and maintenance costs of buildings, the associated impacts on productivity and the missions performed within the facility over their anticipated life. Designers must design within current cost criteria and requirements of each project’s programming documents and Form DD 1391.

2-3.5 Value Engineering.

Value Engineering (VE) will be an integral part of the design process, regardless of project size. Initiate VE in the development of the concept design based on program documents and use VE during the design and construction of projects.

2-3.6 Accessibility Requirements.

Federal facilities open to the public and/or facilities with civilian employees must be accessible. Ensure the building design and furniture plans meet Americans with Disabilities Act Accessibility Guidelines (ADAAG). Interior signage within accessible facilities must meet current ADAAG requirements.

2-3

2-3.7 Health & Safety Criteria.

Designers must comply with NFPA 101 and provide for safe egress in the event of fire.

For other code issues, use the International Building Code as modified by the UFC 3- 600-01, Fire Protection Engineering for Facilities. Designers must provide protection against injury and death from falls, chemical emissions, electronic emissions, and microbial conditions. Designers must use materials with low VOC emissions, superior indoor air quality characteristics as well as antimicrobial components. Designers must also incorporate appropriate ergonomic design in the facility and furnishings.

2-3.8 Environmental Quality.

Designers must be concerned with designing an environment that is comfortable, welcoming and conducive to work or other prescribed activity. Contributing factors include proper HVAC, lighting, acoustics and furnishings. Acoustic design issues include speech privacy, sound isolation or sound masking. See UFC 3-450-01 Vibration and Noise Control. Lighting, both artificial and daylight, is an important tool in shaping the ambiance of the environment. See UFC 3-530-01, Design: Interior and Exterior Lighting for lighting requirements.

2-3.9 Way Finding.

Interior design for military facilities must incorporate methods of way finding through the facility, including the development of an interior signage package, using color and patterns as applicable. These design components will form a well-organized, comprehensible interior environment that guides users and visitors through the building to their destinations. Refer to UFC 3-120-01, Air Force Sign Standard.

2-3.10 Sustainable Design.

Designers must incorporate sustainable design in the selection of materials and in the promotion of interior environmental quality. Projects must achieve designated LEED ratings. Consider sustainable or “green” design elements on all projects. Designers will evaluate furnishings and finish materials containing recycled product and materials that can be recycled at the “end of their useful life”. Whenever possible, use sustainable principles when choosing interior finishes and materials, furnishings and equipment, especially on projects slated as Sustainable Showcases.

2-3.11 Overseas Requirements.

Overseas projects may have special interior design requirements based on availability of products and interior finish materials. Finish materials may need to be selected from products available within a certain geographical region. The RAL color system is an international color-matching system that can serve as a reference for painted and pre-finished interior and exterior finish materials. It is recommended that special requirements be identified as early in the design process as possible so that product http://www.muster-schmidt.de/html/e/nestart.htm including Change 1, July 2007

2-4 sampling may be obtained for use on the project.

including Change 1, July 2007

3-1

CHAPTER 3 INTERIOR DESIGN PROCESS

3-1 GENERAL.

A Comprehensive Interior Design (CID,) which includes both SID and FF&E design services, will be developed and coordinated with the architectural design in accordance with applicable design guides, the project delivery process and project scope of work.

The following information outlines the interior design process using industry standard design phases and does not reflect the specific submittal phases in terms of percentages and terminology for each branch of service and/or type of project. Verify actual submittal phases required on a project-by-project basis as each activity will have its own specific requirements.

3-2 PROJECT DELIVERY PROCESS.

While other project delivery methods are possible, the two main methods are Design- Bid-Build and Design-Build.

\1\ Use an integrated design process throughout the project planning, design and delivery process to achieve high-performance objectives and sustainable buildings.

Technical guidance for integrated design is available at the WBDG web site at http://www.wbdg.org/sustainablemou/. /1/

3-2.1 Design-Bid-Build (DBB).

When the Design-Bid-Build (DBB) project delivery process is used, the SID/FF&E design should be developed by a single interior design source in the prescribed formats discussed herein. The SID portion of the interior design is performed concurrently with the architectural design. Where furniture is planned, the conceptual design of the furniture is performed concurrently with the architectural design to insure coordination with building systems. The FF&E portion of the interior design is initiated during either the building design or the construction process. The completion of the FF&E design, procurement and installation will be coordinated with the user’s Beneficial Occupancy Date (BOD.) In some situations, a Government designer performs the FF&E design instead of the A/E interior designer, which designed the SID portion of the project. The following table outlines the interior design process and at what stage the designer is involved for the DBB project delivery process.

3-2

Table 3-1 Design-Bid-Build Interior Design Process

BUILDING DESIGN PROCESS

INTERIOR

DESIGN

PROCESS

(A/E Or Govt.)

P re

-D es ig n

C on fe re nc e

P la nn in g an d P ro gr am m in g

C on ce pt

D es ig n

S ub m itt al (1

0-

D es ig n

D ev el op

S ub m itt al

(3 0-

P re

-F in al S ub m itt al

(9

0%

Fi na l S ub m

(1

C on st ru ct io n Fu nd ed

C on st ru ct io n A w ar d

C on st ru ct io n

B en ef ic ia l

O cc up an cy

P os t O cc up

E va lu at io n

Pre-Design Conference

Generate Programming Documents

Develop DD1391 & FF&E Cost Estimate

Establish SID/FF&E Requirements

Establish FF&E Acquisition Strategy

Structural Interior Design

Furniture Footprint

Award /Initiate FF&E

FF&E Pre-Design Conference

FF&E Preliminary Submittal

FF&E Presentation To Customer

FF&E Final Submittal

Submit To Contracting Authority For Funding

FF&E Presentation To

Field Verification & Review Of SID Finish Submittals With Contracting Officer including Change 1, July 2007

3-3

Table 3-1 Design-Bid-Build Interior Design Process

BUILDING DESIGN PROCESS

PROCESS

(A/E Or Govt.)

P re

-D es ig n

C on fe re nc e

P la nn in g an d P ro gr am m in g

C on ce pt

D es ig n

S ub m itt al (1

0-

D es ig n

D ev el op

S ub m itt al

(3 0-

P re

-F in al S ub m

Fi na l S ub m

C on st ru ct io n Fu

C on st ru ct io n A w ar d

C on st ru ct io n

B en ef ic ia l

O cc up t O cc up lu at io n

Procurement Of Furniture

Furniture Delivery And Installation

Photography Of Complete Interior

Post Occupancy Evaluation

3-2.2 Design-Build (DB).

When the DB project delivery process is used, there are three distinct parts to the process.

• DB RFP Development;

• DB Technical Evaluation - Interior Design Participation; and

• DB Design after Award.

3-2.2.1 DB RFP Development

In the Request for Proposal (RFP) development, the interior designer will participate in the pre-design conference or design charrette to establish project requirements in terms of interior finish and material requirements, space utilization, personnel requirements, FF&E requirements and an FF&E acquisition strategy. The interior designer will develop the performance specifications for the SID and the FF&E. The following table outlines the interior design process and at what stage the designer is involved during the Design-Build RFP development process.

3-4

Table 3-2 Design-Build RFP Interior Design Process

RFP DEVELOPMENT PROCESS

PROCESS

(A/E Or Govt.)

P re

-D es ig n

C on fe re nc e

P la nn in g an d P ro gr am m in g

C on ce pt

D es ig n

S ub m

0-

D es ig n

D ev el op

S ub m

(3

0-

P re

Fi na l D es ig n

S ub m

Fi na l S ub m

C on st ru ct io n Fu

Pre-Design Conference/ Design Charrette

Generate Programming documents

Develop DD1391 & FF&E Cost Estimate

Establish SID/FF&E Requirements

Establish FF&E Acquisition Strategy

Generate SID Performance Specifications

Generate FF&E Performance Specifications

Advertise Design-Build Request for Proposal

3-2.2.2 DB Technical Evaluation Board – Interior Design Participation.

The Government interior designer participates in the team evaluation of the DB-RFP proposals to ensure that the selected contractor meets the RFP requirements regarding the SID and FF&E. The Government interior designer also evaluates the qualifications of the contractor’s interior design source.

3-2.2.3 DB Design after Award.

The contractor’s interior designer will meet with the Government interior designer and customer to review the SID and FF&E specifications and requirements and proposed materials and furnishings. There may be the need for an additional design charrette to verify and clarify the RFP requirements in which the contractor’s interior designer will participate. The following table outlines the interior design process for Design-Build after the contract has been awarded.

3-5

Table 3-3 Design-Build After Award Interior Design Process

DESIGN AND CONSTRUCTION PROCESS

DESIGN

PROCESS

(A/E Or Govt.)

C on st ru ct io n Fu

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Award Design & Construction

Pre-Design Conference/ Design Charrette

Verify SID/FF&E Requirements

Verify SID/FF&E Submittal Format

SID/FF&E Preliminary Submittal

SID/FF&E Presentation To

SID/FF&E Final Submittal

SID/FF&E Presentation To

Contractor obtain authorization to procure through govt. sources

Procurement Of Furniture

Furniture Delivery And Installation

Photography Of Complete Interior

Post Occupancy Evaluation

3-3 FURNITURE, FIXTURES & EQUIPMENT ACQUISITION STRATEGY.

As early as possible and before starting any project, FF&E procurement criteria must be determined in conjunction with the facility design criteria and the project delivery process. First determine if the FF&E package will be part of the project design. Then establish how and when the FF&E will be procured, for example, using O&M or NAF funds. Additionally, the procurement method, format and schedule must be coordinated with the applicable contracting office for their specific requirements.

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3-3.1 Contractor Furnished/Contractor Installed (CFCI) FF&E.

The Contractor may procure and install the FF&E, known as Contractor Furnished / Contractor Installed (CFCI). This acquisition strategy is used most often in Design-Build situations where the Contractor is authorized to procure FF&E from GSA negotiated schedules. The FF&E design is prepared by the A/E interior designer on the Contractor’s team or by a government interior designer. Project coordination is minimized since the customer has only one point of contact for a turnkey project. To avoid undetermined additional costs to the customer, the Design-Build RFP must state that the coordination efforts associated with providing the FF&E package must be included in the Contractor’s base contract price. The Contractor is required to purchase the FF&E as specified with no deviations unless approved by the government. The Government will provide separate funding for the actual purchase of the FF&E including shipping and installation. Being an integral part of the FF&E design, Best Value Determinations are required, however, manufacturer’s price quotes are not required as back-up. The Government interior designer reviewing the interior design deliverables is critical to ensuring the Government procurement regulations and requirements are met.

3-3.2 Government Furnished/Government Installed (GFGI) FF&E.

The Government may procure and install the FF&E package independently of the building construction or renovation, known as Government Furnished / Government Installed (GFGI). The FF&E design is prepared by an A/E interior designer or by a Government interior designer. The FF&E package is procured through DoD agencies or non-DoD Agencies, such as the General Services Administration (GSA), GovWorks or the Veterans Administration (VA). In this scenario, the project delivery team must plan for extensive coordination between the building design, the FF&E design, changing construction schedules, and furniture delivery schedules. Other issues to consider in this acquisition strategy are:

a. All acquisition methods require Best Value Determinations (BVD). Those that require manufacturer’s price quotes for backup, increase design fees as well as lengthen the design schedule.

b. Determine if the procurement agency charges a service charge or purchasing fee, which may increase a customer’s furniture budget.

c. Determine if the procurement agency can or cannot accept expiring funds prior to being obligated. This affects when funding for the FF&E design and procurement must be in place, and adds to the project coordination.

d. Determine if the procurement agency accepts a single funding document for the whole FF&E package or requires multiple funding documents for each separate order of the FF&E package.

e. Determine if procurement agencies may be more rigid in their evaluation of the procurement regulations and may require more documentation than the Best Value Determination.

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f. Determine if procurement agencies have the technical expertise to purchase large projects or understand the need to purchase FF&E projects without deviating from the design intent.

g. Determine if non-DoD procurement agencies require an Interagency Agreement to procure the FF&E.

3-3.3 Government Furnished/Contractor Installed (GFCI) FF&E.

The Government may have the contractor install existing furnishings as part of its scope of work, known as Government Furnished / Contractor Installed (GFCI). This may be accomplished with either the Design-Build or Design-Bid-Build. An FF&E design may be performed for reconfiguration or for additional furnishings to match existing furnishings. Consider all of the above issues when planning this type of acquisition strategy.

3-4 DESIGN PROCESS.

3-4.1 Planning and Programming.

The interior designer will be involved during the initial programming and DD1391 development and preparation. The designer will be involved in the initial information gathering, or design charrettes, at the onset of a project. The designer contributions during the planning and programming stage ensure that all applicable interior design issues are considered, and evaluated as part of defining the project scope.

\1\ Use an integrated design process throughout the project planning, design and delivery process to achieve high-performance objectives and sustainable buildings.

Technical guidance for integrated design is available at the WBDG web site at http://www.wbdg.org/sustainablemou/. Guidance for conducting charrettes is available at the WBDG web site at http://www.wbdg.org/design/charrettes.php.

Refer to the Sustainable MOU (http://www.wbdg.org/sustainablemou/ to review applicable technical guidance to achieve high-performance and sustainable design objectives. /1/

3-4.1.1 DD Form 1391.

Interior Designer involved with the DD Form 1391 will provide an estimated cost for furnishings based on the Air Force Interior Design Cost Estimating Guide or other historical project data. When furniture is required as part of a project, it must be specifically identified on the DD Form 1391. If so identified, it is funded from other sources (normally O&M) and is an integral part of the construction project. Furniture is listed on the DD Form 1391 as a non-add entry in Block 9 for Equipment Provided from Other Appropriations. In Block 12b, list the equipment as an O&M funded item, the fiscal year the funds are requested, and the line item cost. The FF&E must be verified at the command level by those responsible for budgeting O&M appropriations. Any equipment included on the 1391 must be estimated separately from the furnishings and

DRAFT

http://www.wbdg.org/sustainablemou/ http://www.wbdg.org/design/charrettes.php http://www.afcee.brooks.af.mil/dc/dcd/interior/indespubs/CostEstimating.pdf including Change 1, July 2007

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3-4.2 Concept Design.

During the concept design phase, the interior designer will meet with representatives of the using activity and the building design team to determine the design concept. The design concept must be described in the design analysis as required in the project delivery process. The design concept must meet the user’s functional, physical, and aesthetic needs. The interior designer will produce programming documents including space utilization, personnel requirements, concept space plan, furniture foot print and FF&E list with cost estimate.

3-4.3 Design Development.

Upon approval of the concept design, the designer will develop the design concept. In the DB project delivery process, the interior designer may participate in a design charrette to verify the RFP requirements before proceeding with developing the design concept. In addition to participating in the floor plan development, the designer will contribute to the interior architectural detailing. The designer will determine the appropriate interior finish materials as well as the conceptual furniture layout. Ensure architectural and engineering disciplines are coordinated with interior design components. Furnishings layouts and locations of built-in equipment must be considered during the placement of lighting, power and communication receptacles, electrical/fire protection panels, sprinklers, etc. Fully coordinate furnishings with the building systems during design development through the final submittals.

3-4.4 Final Design.

In the final stages of a project, the designer follows through with completing the SID/FF&E interior design in sufficient detail to ensure successful execution. Coordinate specifications with the final drawings, schedules and details as well as furnishings types and layouts with other disciplines. In addition to equipment placement, types of furnishings that require coordination with electrical systems include, but are not limited to, furniture systems; motorized projection screens, electrically powered high-density filing, power and communications in conference and training tables or computerized directory systems. During furniture layout and selection, coordinate building elements such as power sources, ceiling heights, column placement, lighting, wall switches, thermostats, alarm panels, window placement, etc.

3-4.5 Review Process.

When the design is performed by an A-E, direct communication with the Government’s project manager, users, interior designer or architectural reviewer is required. This will avoid unnecessary submittal of plans and specifications due to a misunderstanding.

The reviewer’s name, phone number and email address can be found on the comment sheets. The Government reviewer(s) will provide comments regarding corrections or clarifications to be incorporated into contract documents or other design submittals.

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The interior designer will ensure that comments are incorporated into the subsequent submittal, or the reason for not incorporating the comment must be thoroughly documented in the A-E’s response to the comment. The Army and the Navy use a web-based Government review management system called DrChecks, which will be use if called for in the contract.

3-5 CONSTRUCTION AND FF&E PROCUREMENT PHASES.

During building construction, the interior designer will verify that equipment was coordinated with the FF&E plans and installed properly. The designer will also verify the correct interior finishes and materials have been installed per the specifications, or that those interior finishes that are to be installed, coordinate with the design intent and the FF&E package.

Schedule the delivery and installation of FF&E to be complete by the user’s beneficial occupancy date. Note that a construction completion date may occur significantly before the user’s beneficial occupancy date, depending on the procurement methods selected. The project delivery team will establish an FF&E point of contact. This person is responsible for procurement of furnishings, fixtures, and equipment, tracking of orders, warehousing of FF&E, delivery, assembly and installation, and verification that the FF&E received match the procurement documents, shop drawings and/or specifications. When FF&E design services are provided, the designer involved will need to provide additional services to include:

a. Consultation during procurement, delivery and installation of FF&E;

b. Assistance in evaluating deviations from specified FF&E to avoid installation of inferior or inappropriate FF&E; and

c. Supervision of furniture assembly and placement.

3-6 POST OCCUPANCY.

Approximately one year after completion of construction, conduct a Post Occupancy Evaluation (POE) of the project to determine the effectiveness of the design. This evaluation involves inspection of the completed facility by a team composed of members of the project delivery team, the directorate of public works, or facility maintainers and the using activity. The POE is used by the project delivery team in effecting improvements in the project delivery process.

3-7 FUNDING

3-7.1 Construction.

Funding for the construction or renovation of a building may come from a broad range of sources. The most common sources in military programs are Military Construction funds (MILCON), Non-Appropriated Funds (NAF) and Operations and Maintenance (O&M) funds.

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3-7.2 Furniture, Fixtures and Equipment.

Furniture, Fixtures and Equipment (FF&E), as defined as fixed or movable personal property, are normally provided using O&M and NAF funds.

3-7.3 Design Funds.

Design funds are associated with the type of funding for construction. When construction is funded under the Military Construction Program (MILCON), planning and design funds are used for SID interior design and the design only of FF&E. O&M or NAF funds are also used for the design of FF&E.