FDA CMa and CXa SOW.pdf

FDA Cincinnati Forensic Chemistry Center - Building Modernization Project CMa & CXa Statement of Work RFQ Number:47PF0020Q0086

Statement of Work for

Construction Manager as Advisor (CMa) Contract and Commissioning Authority (CxA)

PROJECT IDENTIFICATION

Project Name: Food and Drug Administration (FDA) Cincinnati Forensic Chemistry Center - Building Modernization Project & Peck Backill

Project Number: 36647

Region: 5, Great Lakes

Building Name: FDA Forensic Chemistry Center (FCC) & Peck Federal Building

Building Address: 6751 Steger Drive & 550 Main Street, Cincinnati, Ohio

TABLE OF CONTENTS

PROJECT DESCRIPTION 8

GENERAL REQUIREMENTS 8

Program of Requirements (POR) 9

FDA’s FCC POR 9 FDA’s Peck POR 9

Project Milestones Schedule 10 Applicability 10 Standards and Criteria Documents 11

Communications Plan 13 Electronic Project Management System (ePM) 13 Building Information Modeling (BIM) 15

Personnel 16 Services 16

Sustainability 17 LEED® Certification 17

Personnel Security Requirements 18 Collaboration for CMc Contracts 18

SCOPE OF SERVICES 19

NOT USED 19

NOT USED 19

Pre-Design Stage 19

NOT USED 19

NOT USED 19

Pre-Design Surveys, Studies, and Analyses 19

NOT USED 20

Design Stage 20 Meetings 20

Program Review Meetings 20 Project Progress Meetings 20

Risk Management 21 Design Stage Key Project Personnel 21 Design Submissions and Reviews 22

RFQ Number:47PF0020Q0086

Value Management (VM) Study 22 Schedule Management 23

Schedule Development and Maintenance 23 Quality Assurance Reviews 23

NOT USED 24

Historic Preservation and Environmental Compliance 24 Construction Cost Estimate Development and Review 24 Commissioning 25 Design Concept Phase 25

NOT USED 26

NOT USED 26

NOT USED 26

NOT USED 26

Design Concept Peer Reviews 26

NOT USED 26

CMc Procurement Stage 26

Pre-Proposal Conference and Site Visits 26 Offeror Questions 26 Source Selection Team 26

Design Development (DD) Phase 27 Partnering Session 27 Systems Selections Analysis Meetings 27 Construction Work Sequence Plan 27 Mock-ups 27

NOT USED 28

NOT USED 28

NOT USED 28

NOT USED 28

Construction Documents (CD) Phase 28

NOT USED 28

GSA CAD Library Coordination 28 Review of the Final ECW 28 Review of Early Work Packages 28

NOT USED 29

Construction Stage (Option 2) 29

Construction Stage Key Project Personnel 29 Construction Commencement 30

Pre-Construction Conference 30

RFQ Number:47PF0020Q0086

Partnering Sessions 30 Construction Administration 31

Field Office 31 Hours of Operation 31 Project File Organization 31 Schedule Management 31

Integrated Master Schedule: 31 CPM Schedules: 32

Record Keeping 34 Submittals 34 Defects, Errors, and Omissions 34 Request for Information (RFI) 35 Claims and Disputes 35 Progress Meetings 35

NOT USED 35

Risk Management 35 Construction Contractor’s Payment Requests 35 Change Requests and/or Substitutions 36 Financial Management 36 Project Safety 37 Labor Standards Monitoring 37 Conversion of CMc Contract to Firm-Fixed Price 37

Construction Excellence Peer Reviews 38

NOT USED 38

Commissioning 38 Inspection Services 38 As-Built Drawings 39 Move Coordinator 39

Substantial Completion / Turnover Process 39 Preparation for Occupancy 40

System Training and Inventory 40 Testing and Inspections 40

Closeout Stage 40 Final Record Documents 40 Final Project Photographs 41 Commissioning 41 Project Financial Closeout 41 Construction Management Services – Post Construction/Project Closeout 41

RFQ Number:47PF0020Q0086

Tenant Occupancy Stage 42 Furniture, Fixtures, and Equipment (FFE) Installation 42 Tenant Move-In 42 Operations/Service Phase 43

National Computerized Maintenance Management System (NCMMS) Setup 43

APPENDIX A– REFERENCE DOCUMENTS 43

APPENDIX B – COMMISSIONING AGENT (CxA) STATEMENT OF WORK 45

NOT USED - See CMa General Requirements 45 NOT USED- See CMa POR 45 NOT USED- See CMa Project Milestones Schedule 46 NOT USED- See CMa Reference Materials 46 NOT USED- See CMa Communications Plan 46 NOT USED- See CMa Electronic Project Management System (ePM) 46 NOT USED- See CMa Building Information Modeling (BIM) 46

NOT USED 46

NOT USED- See CMa Sustainability 46 NOT USED- See CMa Partnering 46

SCOPE OF SERVICES 46

Design Stage 46

General 46 Systems and Assemblies to be Commissioned 46 Program Review Meetings 48 Commissioning Plan 48 Project Meetings 48 Commissioning Coordination Meetings and Correspondence 48 Commissioning Issues Log 49

Value Management (VM) 49 Quality Assurance Reviews 49

Design Concept Phase 49 Preferred Design Concept Commissioning Activities 49

NOT USED 49

Design Development (DD) Phase 49 Systems Selections Analysis Meetings 50

NOT USED 50

NOT USED 50

Construction Documents (CD) Phase 50

Testing and Inspection Plan 51

RFQ Number:47PF0020Q0086

Construction Document Coordination 51

NOT USED 51

Construction Stage (Option 2 - C / D / E) 52

Construction Start Coordination 52 Pre-Construction Conference 52

Commissioning 52 Commissioning Plan Updates 52 Commissioning Schedule 52 Commissioning Progress Meetings, Site Visits, and Project Meetings 52 Commissioning Testing and Inspection 53

General 53 Procedures 54

NOT USED 54

Construction Checklists 54 Commissioning Inspection Reports 54 Commissioning Test Certifications 55 Commissioning Issues Log 55

Construction Excellence Peer Review 55 Submittals, Requests for Information, and Change Orders 55

Turnover Process 55 Pre-Turnover Process Meeting 55 Turnover Activities 56 Turnover Commissioning Record 56 Systems Manual 58 Punch-List 59 Operations and Maintenance (O&M) Manuals 59 Warranties, Guarantees, and Certificates 59 Training 59 Re-Commissioning Manual 59

Closeout Stage 59 Operations/Service Phase Commissioning 59 1-Year Property Management Retraining 61 Final Commissioning Report 61

ADMINISTRATION 62

1. Progress Reviews and Payments

a. Progress Payment Schedule

b. Invoices

c. Monthly Progress Reports

RFQ Number:47PF0020Q0086

d. Progress Review Meetings

e. Delays

f. Travel

g. Reproduction and Delivery

h. Submission, Review and Fee Table

i. GSA Contact Information

PROPOSAL AND SUBMISSION REQUIREMENTS 62

1. Proposal Submission

2. Questions Regarding the RFQ

3. Terms and Conditions

4. Evaluation Factors

A. Technical Factors

i. Past Experience on Projects of Similar Size and Scope - 40%

ii. Qualifications of Key Personnel - 30%

iii. Past Performance - 30%

B. Price C. Supplementary Conditions

APPENDIX C: Design Supporting Documents

APPENDIX D: Price Quote

APPENDIX E: Reference Documents on Web or for Purchase

APPENDIX F: Past Performance Reference

RFQ Number:47PF0020Q0086

I. PROJECT DESCRIPTION

This Statement of Work (SOW) is for architectural and engineering (A/E) services. The General Services Administration (GSA) intends to design and construct a modernization of the FDA’s Forensic Chemistry Center (FCC) located at 6751 Steger Drive and to design and construct office space for the FDA’s district office staff at the Peck Federal building located at 550 Main Street, both in Cincinnati, Ohio. The FCC serves as the FDA’s premier national forensic laboratory for method development, research, and analyses related to criminal, regulatory, and counter terrorism investigations. The FDA’s mission requirements have evolved significantly since the laboratory's original construction in 1998 and now requires the expansion of the laboratory space into the north end of the existing facility as well as upgrading the legacy building systems to meet current National Institutes of Health(NIH) and GSA Design Requirements. The district office staff supports the Office of Regulatory Affairs inspection and oversight services.

The objective of this design and construction project will be to reposition the FCC asset to align with FDA’s current criminal and regulatory investigative mission requirements and to provide federal office space for the FDA’s district staff. The FCC will play a critical support role in the U.S. Department of Health and Human Services response to the national opioid health crisis which has defined the FDA’s Program of Requirements. The design process will ensure that the laboratory meets all functional and safety expectations of the FDA scientists while balancing the legislatively mandated energy and sustainability targets. The planned project delivery method is Construction Manager At-Risk (CMc). The anticipated FCC construction budget is approximately and the Peck is

II. GENERAL REQUIREMENTS

Requirements in this section shall apply to all project stages described in the Scope of Services section. Some of the requirements noted in this section may be subject to the exercise of contract option(s).

In the best interest of the project, GSA expects the Contractor to work in collaboration with the entire Project Delivery Team. The Contractor shall advise GSA with sound management and technical advice regarding all services to be performed. The project goals are to achieve the best quality, value, and life cycle cost (LCC) while controlling schedule and budget. The Contractor shall take all reasonable measures to anticipate problems and delays to minimize or eliminate their adverse impact to the project schedule, budget, and approved design. The Contractor shall take the initiative and act to promptly resolve conflicts, mitigate circumstances that could lead to claims, and keep GSA advised of any potential disputes and project delays.

https://www.nih.gov/

RFQ Number:47PF0020Q0086

The Contractor shall exercise due diligence to ensure that the project meets applicable requirements, codes, regulations, standards, and the project construction documents.

The Contractor shall understand and fully comply with the principles of Federal contracting, including contract administration in accordance with Federal Acquisition Regulation (FAR), the General Services Administration Acquisition Manual (GSAM), and Public Buildings Services acquisition policy.

The Contractor shall follow the Construction Management Association of America’s (CMAA) - Construction Management Standards of Practice.

The Contractor shall establish and maintain communication and professional relationships with GSA, tenant agency representatives, and all Project Delivery Team members throughout all project stages. Members of the Project Delivery Team include various divisions within the GSA, FDA, Department of Energy (DOE), the Design Team, Operations & Maintenance Staff, Utility Representatives, as well as the CMc and their subcontractors. Where differences of opinion exist between the Contractor and GSA, the Contractor shall not discuss them in the presence of third parties.

A. Program of Requirements (POR)

The Contractor shall review and fully understand the FDA’s program of requirements. The Contractor shall confirm that information gained from the Pre-Design surveys, studies, and analyses is correctly incorporated into any POR revisions. As part of the services provided under all phases of this contract, the Contractor shall continually monitor and ensure that the project complies with the FDA’s POR.

1. FDA’s FCC POR

The FDA and GSA collaborated to develop a comprehensive set of requirements for the FCC. The POR assumed a baseline level of performance within the PBS P-100 and conformance with the NIH Design Requirements Manual. The Contractor shall design to the area specified in the POR. The area must be confirmed at each phase of design and is to be measured in accordance with the GSA National Business Space Assignment Policy.

2. FDA’s Peck POR

On the southwest corners of floors 4 and 5 the FDA District staff will occupy approximately 20,400 usable square feet of office space. Delineated area drawings have been included with this modification and along with the Peck’s building design standards.

RFQ Number:47PF0020Q0086

The GSA will work with FDA to develop Level 1 Design Intent Drawings (https://www.gsa.gov/cdnstatic/DID_Review_Guide_Final.pdf) which will define where the various FDA program areas are to be located.

B. Project Milestones Schedule

Design Contract Notice to Proceed (NTP) 2/28/2020

Design Concepts Complete 5/28/2020

Peck DID Documents Provided to A/E 6/1/2020

Peck Construction Documents Complete 10/1/2020

CMc Award 11/24/2020

Phase 1 - Construction Documents Complete

11/27/2020

Construction NTP 11/30/2020

Peck Construction Substantial Completion 4/1/2021

Phase 2 - Construction Documents Complete

5/28/2021

Phase 1 - Substantial Completion 3/1/2022

Phase 2 - Substantial Completion 11/30/2022

Contract Closeout 3/1/2023

Reference Materials There are two types of reference materials. The first are project-specific pre-planning documents, studies, and information, found in Appendix A. The second group is standards, codes and criteria documents.

1. Applicability

The reference materials shall be used to measure whether the design, construction documents, and construction services comply with contractual requirements. All services shall be conducted in accordance with the version of the reference document current at the time of contract solicitation, year 2020. Any conflicts or ambiguities within or among the referenced standards https://www.gsa.gov/cdnstatic/DID_Review_Guide_Final.pdf

RFQ Number:47PF0020Q0086 and criteria documents, or any deviations from requirements contained in the standards and criteria documents, shall be reported to the GSA Contracting Officer in writing, for written clarification and reconciliation.

2. Standards and Criteria Documents The Standards and Criteria Documents consist mainly of GSA-issued or tenant agency-issued policies, guidelines, or requirements. The following represents the list of Standards and Criteria Documents that apply to this project:

● NIH Design Requirements Manual https://www.orf.od.nih.gov/TechnicalResources/Pages/DesignRequirementsMan ual2016.aspx

● PBS P-100, Facilities Standards for the Public Buildings Service http://www.gsa.gov/p100

● PBS P-120, Cost and Schedule Management Policy http://www.gsa.gov/portal/directive/d0/content/527777

● PBS Design Guide for Operational Excellence V.

2019https://www.wbdg.org/FFC/GSA/gsa_design_guide_for_operational_excelle nce_082019.pdf

● GSA National Business Space Assignment Policy https://www.gsa.gov/portal/content/102002

● GSA Pricing Desk Guide, 5th Edition https://www.gsa.gov/real-estate/real-estate-services/rental-policy-procedures/rent -pricing-policy

● Electronic Project Management (ePM) Requirements http://www.gsa.gov/epm

● The Building Commissioning Guide, Public Buildings Service https://www.wbdg.org/ccb/browse_doc.php?d=5434

● GSA Building Information Modeling Guide 02 - Spatial Program Validation (5/21/15) https://gsa.gov/portal/content/102281

● GSA Building Information Modeling Guide 07 - Building Elements https://gsa.gov/portal/content/102828

● GSA Building Information Modeling Guide 08 - Facility Management V1 https://www.orf.od.nih.gov/TechnicalResources/Pages/DesignRequirementsManual2016.aspx https://www.orf.od.nih.gov/TechnicalResources/Pages/DesignRequirementsManual2016.aspx http://www.gsa.gov/p100 http://www.gsa.gov/portal/directive/d0/content/527777 https://www.wbdg.org/FFC/GSA/gsa_design_guide_for_operational_excellence_082019.pdf https://www.wbdg.org/FFC/GSA/gsa_design_guide_for_operational_excellence_082019.pdf https://www.gsa.gov/portal/content/102002 https://www.gsa.gov/real-estate/real-estate-services/rental-policy-procedures/rent-pricing-policy https://www.gsa.gov/real-estate/real-estate-services/rental-policy-procedures/rent-pricing-policy http://www.gsa.gov/epm https://www.wbdg.org/ccb/browse_doc.php?d=5434 https://www.gsa.gov/portal/getMediaData?mediaId=227487 https://gsa.gov/portal/content/102281 https://www.gsa.gov/portal/getMediaData?mediaId=227487 https://gsa.gov/portal/content/102828 https://www.gsa.gov/largedocs/BIM_Guide_Series_Facility_Management.pdf https://gsa.gov/portal/content/122555

● PBS CAD standards https://www.gsa.gov/cad

● Spatial Data Management Overview https://www.gsa.gov/real-estate/design-construction/spatial-data-management-ov erview

● GSA IT Building Technology Technical Reference Guide (BTTRG)

● Telecommunications Distribution Design Guide

● Smart Building Implementation Guide requirements

● Security and Privacy Controls for Federal Information Systems and Organizations, NIST 800-53 Rev 4 http://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-53r4.pdf

● Guide to Industrial Control Systems (ICS) Security, NIST 800-82 rev 2 http://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-82r2.pdf

● Building Monitoring & Control (BMC) Device Security Assessment Process

● GSA order 2100.1J GSA Information Technology (IT) Security Policy https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Inf ormation_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action

● IT Security Procedural Guide: Key Management CIO-IT Security-09- 43 rev3

● 2100.2B CIO P GSA Wireless Local Area Network (LAN) Security guide.

● GSA IT Security Procedural Guide: SSL TLS Implementation Guide - CIO-IT Security 14-69

● PBS Floodplain Management Policy and Desk Guide (PBS 1095.8). Issued by FM https://www.gsa.gov/directive/floodplain-management-

● PBS National Environmental Policy Act (NEPA) Desk Guide https://www.gsa.gov/real-estate/environmental-programs/gsa-nepa-implementation/p bs-nepa-deskguide https://gsa.gov/portal/content/122555 https://www.gsa.gov/cad https://www.gsa.gov/real-estate/design-construction/spatial-data-management-overview https://www.gsa.gov/real-estate/design-construction/spatial-data-management-overview http://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-53r4.pdf http://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800-82r2.pdf https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action https://insite.gsa.gov/portal/getMediaData?mediaId=515341 https://www.gsa.gov/directive/floodplain-management-https://www.gsa.gov/real-estate/environmental-programs/gsa-nepa-implementation/pbs-nepa-deskguide https://www.gsa.gov/real-estate/environmental-programs/gsa-nepa-implementation/pbs-nepa-deskguide

C. Communications Plan

The GSA will develop, periodically update, and maintain throughout the course of the project, a listing of the Project Delivery Team members and respective roles and responsibilities as part of a communication plan. The Contractor shall comply with GSA’s project communication plan.

The plan shall be followed, maintained and updated by the Contractor for approval by GSA as required throughout all project stages. Refer all requests and responses concerning the project to the Contracting Officer. The Contractor shall not release any oral, written, or graphic project information, or make any agreements with other sources, without obtaining prior consent from GSA. Unless otherwise noted in this contract or requested by the Contracting Officer, the Contractor shall respond to GSA correspondence within seven (7) calendar days.

D. Electronic Project Management System (ePM)

GSA requires its contractors to use GSA’s ePM system throughout the project life cycle as a repository for timely and accurate project information, and to serve as a tool to manage and monitor progress and modifications. The Contractor shall use ePM to post all project information, including sensitive but unclassified (SBU) documents, contract documents, such as awards and modifications, and communications. The Contractor shall primarily use ePM features and workflow processes to review and collaborate with the project Delivery Team and

GSA.

The following represents a non-exclusive list of project information and documents that shall be managed by the Contractor in ePM:

Project Properties

● PM Name

● Project Description

● Project Scope and Square Footage

● Region

● Program Area

● Project Type

● Building Type

● Delivery Method

● Building ID

● Waste Diversion Metrics

RFQ Number:47PF0020Q0086

● GSA Accounting Information (ASID, RWA numbers)

Project Management

● Executive, Detail, Historic Preservation, Sustainability Status

● Meeting Minutes

● Issues/Risks

● Correspondence

Schedules

● PM Schedule

● Schedules (Other including design, construction, etc.)

Financial Management

● Anticipated Cost Report (ACR)

● Cost Accounts

● Funding - Allowances, Requests, RWAs, Transfers

● Project Estimate

Contract Management

● Construction Contract

● Contract Contract Modifications

● Planned Change Orders (PCOs)

● Invoices

● Earned Value Data (Planned Value, Current Projections)

● Miscellaneous Expenses

Portfolio Planning

● Appropriation and Adjustment

● Authorization

● Signed Prospectus

● Miscellaneous Planned Obligations

● Obligation Variance Reason

Design Management

● Design Documents

● Design Submissions

● Design Review Comments

Construction Management

● RFIs

● RFI Issues

● Submittals

RFQ Number:47PF0020Q0086

● Submittal Packages

● Transmittals

● Field Reports

● Punchlist

● Safety Reports (Accident, Hot Work, Fire, Injury, Notices)

File Management

● All files/documents that support the ePM data categories noted above

● Project Photos

● Project Initiation Documents (Charter, Project Management Plan)

● CILP Documents as Required by GSA Portfolio Management

● Other documents as appropriate

GSA will not furnish any equipment related to accessing ePM. ePM is web-accessible, and can therefore be accessed via any computer with an Internet connection.

GSA will provide no cost training to familiarize team members with the ePM system. That being stated, GSA will not reimburse the Contractor for any travel related to any ePM training.

GSA will provide ePM system administration and end-user support for the duration of the project.

E. Building Information Modeling (BIM) The P-100 requires projects to be developed in BIM to the following minimum standards:

1) Accurate Models to represent the proposed construction for design review, constructability-clash detection and as-built records;

2) Spatial Data Management --provide GSA with accurately developed area plans and space names;

3) Track and provide specified building equipment and asset data through the COBie exchange format.

ODC encourages employment of BIM to the maximum extent applicable and beneficial, beyond these basics, to further the development and implementation of BIM-based methods for visualization, coordination, and analysis of project information.

GSA project teams should evaluate project challenges and customize the following BIM solutions to meet specific project goals:

● Use of 3D geometric models for visualization

RFQ Number:47PF0020Q0086

● Use of 4D models for phasing analysis

● Use of 3D/BIM for design and construction coordination

● Use of BIM (with smart objects) for an array of analyses

1. Personnel

The Contractor shall provide experienced personnel in both BIM modelling and COBie data management to support the GSA 3D/4D Building-Information-Modeling (BIM) and COBie efforts to ensure that project related materials and models are developed to comply with the BIM requirements specified in P-100, GSA BIM Guides, as well as Project Specifications and Narratives.

2. Services

The CMa BIM personnel shall;

• Review submitted BIM Execution Plans (BEP) from the A/E Contractor, the CMc Construction firm, and other entities for adherence to project goals and requirements and timelines; provide comments and review resubmissions

• Conduct QA review of the BIM-model during development to ensure compliance with the BEP, GSA P-100, and BIM Guide 2, 7 & 8;

• Review the BIM Model at each submission for completeness, accuracy, and conformance to specifications

• Ensure BIM models meet the specifications of, and provide the data required by the GSA Spatial Data Management (SDM) group and BIM Guide 02.

• Ensure BIM files are properly geolocated to a specific site, and contain all information regarding building elements as specified in GSA BIM Guide 07.

• Lead the development, inclusion and completion of full project COBie data within the BIM to ensure complete transfer of equipment and other asset information to the GSA National Computerized Maintenance Management System (NCMMS) and/or templates, per the GSA OFM BIM/COBie playbook. This includes, but is not limited to, ensuring that data structures are complete and accurate in both native models and IFC files.

• Document in a written report the variances between the practices detailed in the accepted BEP and GSA Standards against the AE or Contractor’s BIM models and required

RFQ Number:47PF0020Q0086 deliverables. This reporting will be done throughout both Design and Construction phases of the contract to call out where models need to be improved to meet GSA Standards;

• Document basic BIM model quality by UniFormat II classification for each BIM Model.

• Ensure complete and accurate BIM submissions from contractors are ready for inclusion in GSA storage systems and are ready for use by GSA personnel. For example, BIM files shall be detached and free from direct referencing of file trees localized to the contractor’s own worksite.

• Manage BIM discussions amongst the Government offices involved in the project to ensure project is acceptable. This includes the GSA Office of the Chief Architect (OCA), GSA Office of Design & Construction (ODC), the GSA Spatial Data Management Branch (SDM), and the Office of Facilities Maintenance (OFM), as well as tenant agencies, and others.

• The CMa shall also provide documentation demonstrating a COBie certified professional is dedicated to the project with the following three certification achievements: 1) COBie As-Designed, 2) COBie As-Built, 3) COBie Quality Control.

• The CMa certified COBie professional shall provide assistance in the development of a project COBie Execution Plan, provide QA for the development of asset templates and spreadsheets, and ensure timely & complete delivery of COBie data to meet GSA required deadlines for external project activities (such as O&M contract development) as agreed upon in the execution plans and comply with GSA BIM Guide 08.

• Document deficiencies in the COBie data set within the model, and/or transfer files , if required, for data transfer. Ensure the A/E BIM models contain appropriate design data and asset types GSA NCMMS ; ensure Construction BIM COBie data is complete and meets/includes all GSA requirements.

• Ensure all AS BUILT documents, native-format BIM and IFC models accurately reflect the final project details and condition.

• The Contractor shall assist the AE, GC, or other party responsible for the NCMMS, which includes COBie, with coordinating and integrating project deliverables into its development. The Contractor shall incorporate NCMMS administration and user guides into the systems manual.

F. Sustainability

1. LEED® Certification

RFQ Number:47PF0020Q0086

The Contractor shall develop strategies with the Project Delivery Team to achieve the project’s LEED® certification goal through split design and construction applications to Green Building Certification Institute (GBCI). The Contractor shall collaborate with the LEED® project administrator throughout the Design and Construction Stages. The Contractor shall assist in documenting all required information and data for applications, and appeals as required, in LEED® Online. If GBCI denies a proposed LEED® credit, the Contractor shall review and analyze the credit submission(s) with the Project Delivery Team, reconcile shortcoming(s), and recommend whether to appeal the credit. The Contractor shall provide additional project data as required for a ruling through the Project Credit Interpretation Request process until the project’s LEED® certification goal and final GBCI LEED® certification have been achieved or until the project team agrees that all appeal processes have been exhausted and denied credits will not be able to meet GBCI's standards.

G. Personnel Security Requirements

Contractor and their subconsultant employees shall undergo a law enforcement check and background investigations. The Contractor shall incorporate provisions in all applicable subcontracts to comply with the GSA required personnel security requirements. The Contractor shall coordinate with the GSA for information concerning these requirements.

H. Collaboration for CMc Contracts During the Design Phase Services of the CMc contract, the CMc shall collaborate with the A/E on the design, constructability issues, schedule, cost, and a process that is similar to value engineering. The ultimate goal of this collaboration is to establish a final Estimated Cost of Work (ECW) that does not exceed the original target ECW (as set forth in the Contractor’s proposal). The CMc's involvement during the project design phase offers PBS the ability to identify current market conditions concerning labor and material availability, constructability issues, and any phasing and sequencing impacts.

Ideally, the A/E and its subcontractors will communicate freely with the CMc and its trade subcontractors, and vice versa. This will ensure mutual understanding of both the A/E's design intent and the CMc's means and methods, and thus ensure greater certainty in pricing the

RFQ Number:47PF0020Q0086 construction work. It also increases the likelihood that design errors and omissions are recognized and resolved during design. In addition, this collaboration takes place during a time that does not significantly impact the construction schedule and that can result in expedited production and review of shop drawings once construction commences.

The Contractor shall actively participate in the collaborative efforts between the A/E and the CMc by, among others, attending meetings, reviewing documents, participating in phone calls, and generally taking such prudent and reasonable actions to enable the Contractor to advise the contracting officer on the potential impact of design-related decisions on construction cost and schedule.

III. SCOPE OF SERVICES

The Contractor shall perform all the services described in the Scope of Services in accordance with applicable requirements and provisions set forth in the General Requirements. Pre-Design and Design stage costs associated with the management and technical support of the Peck office space shall be priced as contract Option 1. Some of the requirements noted in this section may be subject to the exercise of contract option(s).

A. NOT USED

B. NOT USED

C. Pre-Design Stage

1. NOT USED

2. NOT USED

3. Pre-Design Surveys, Studies, and Analyses

Contractor shall review and validate project studies, surveys, and reports, found in Appendix A, and confirm site conditions. Recommend additional studies, surveys, and reports necessary to fully document the project in preparation for the design and construction stages.

The Contractor shall review the comprehensive pre-alteration assessment to identify potential hazardous materials that may be disturbed or encountered during the performance of the construction contract. The contractor shall also complete any additional pre-alteration assessments that are found to be appropriate based on the field conditions. Further studies

RFQ Number:47PF0020Q0086 shall comply with the State of Ohio Environmental Protection Agency, Federal EPA, and GSA requirements defined in PBS P-100 and the following GSA Region 5 requirements.

The extent of the pre-alteration assessments shall be limited to only spaces to be renovated, accessed, or altered by this project. Potential hazardous materials assessments shall include but not be limited to asbestos containing materials, lead based paint, mold, and PCB. GSA is relying upon the Contractor and the Contractor’s environmental subconsultants to discover, classify, identify the location and extent of, and account for all potential hazardous materials affected by the project work, in the construction documents and cost estimates.

Base contract bids shall include an allowance of $100,000 to support environmental needs such as third party monitoring.

4. NOT USED

D. Design Stage The Design Stage consists of the following three phases: Design Concept, Design Development, and Construction Documents. Design stage costs associated with the management and technical support of FCC shall constitute the base contract value.

The Contractor shall provide the following services throughout the Design Stage:

1. Meetings

a. Program Review Meetings

Attend and participate in program review meetings prior to the start of each of the design stage phases. Document key decisions, compare with A/E provided meeting minutes, and advise of any discrepancies.

b. Project Progress Meetings

Attend and participate in for bi-weekly project progress meetings throughout the entire duration of the design. The design project progress meeting locations will be held in either Chicago, Illinois or Cincinnati, Ohio and the Contractor shall include all costs for any travel necessary for the duration of the design phase in its proposal. All key project team personnel should attend the bi-weekly project progress meetings, either in person or via conference call. The Contractor’s project manager should attend all project milestones and integrated meetings as required. Assume six trips to Cincinnati and other meetings will be held in Chicago with virtual attendance capabilities. Document key decisions, compare with A/E provided meeting minutes, and advise of any discrepancies.

2. Risk Management

The Contractor shall conduct an initial risk management and identification session facilitated by an independent risk facilitator approved by GSA. The purpose of this session is to identify all project risks, potential strategies for managing the risks, and the overall impact of each risk.

The Contractor shall then conduct monthly risk management meetings to review the identified risks, document risk management strategies and make necessary updates. The Contractor will be responsible for developing and managing a risk register and facilitating a risk workshop at each design phase to review and update the risk register.

Project Definition Rating Index (PDRI): The Contractor shall participate in risk sessions that will be conducted during the design phase of the project. These formal facilitated sessions will be coordinated by the GSA Project Manager to occur during regularly scheduled project team meetings. During these sessions, the parties will use the Construction Industry Institute’s PDRI tool to assess risks and opportunities for the project. The first PDRI session will occur at the 25% design completion stage. The final PDRI will occur at the completion of construction documents to document that the planning and design is complete and the project is ready for construction.

3. Design Stage Key Project Personnel

The Contractor shall provide sufficient staff as needed to perform the required scope of services. At a minimum, the Contractor key team members shall consist of the following - it is allowed and expected that one team member cover multiple roles. It is also expected that the Project Manager or inspector shall attend all project meetings throughout the design period.

● Project Manager/HVAC – Mechanical Engineer

● Professional/technical expert in laboratories

● Architectural Services (if required)

● Engineering Services including but not limited to mechanical, electrical, plumbing (if required)

● Chief cost engineer / Cost estimator

● Critical Path Method analyst/scheduler

RFQ Number:47PF0020Q0086

● Commissioning Authority

The Contractor shall utilize the personnel named in its offer to perform the services required under this contract. If any of the personnel named in the Contractor’s accepted proposal become unavailable, the Contractor shall promptly submit a complete written resume for a proposed substitution, any other information necessary for the Government to approve or disapprove, and a detailed explanation of the circumstances necessitating the proposed substitution. FDA and GSA shall have ultimate approval of substitution. In addition to the key team members identified above, the Contractor shall provide administrative, clerical, and technical personnel as necessary to perform the services required under this contract. During the performance of the services required under this contract, the Contractor shall obtain the GSA (with FDA approval) written consent before making any substitution for subcontractors and outside associates or consultants specifically identified and agreed to during negotiations.

4. Design Submissions and Reviews

The project is anticipated to have at least two Phases to successfully execute the laboratory modernization. Design Concepts will have two (2) submissions per Phase, the Design Development stage will have two (2) submissions per Phase, and the Construction Documents Phase will have three (3) submissions per Phase. The Contractor shall verify that all submissions comply with the A/E contract, P-100, NIH-DRM, POR, space program, project budget and schedule requirements and other project requirements. The Contractor shall review submissions for addressing coordination, USGBC LEED® scorecard, materials compatibility, tolerances, consistency, constructability, program, codes, and means and methods. The Contractor shall review BIM spatial data in relation to program, and gross, rentable, and usable data. The Contractor shall prepare and submit comments on each design submission. The Contractor shall collect, consolidate and track all design comments for each submission. The Contractor shall facilitate and participate in all design review meetings and document, submit and distribute design review meeting minutes. The Contractor shall collect, consolidate, document, and identify conflicting review comments and distribute to project team. The Contractor shall verify that prior GSA approved design submission review comments and value management proposals are incorporated into subsequent design submissions. The Contractor shall verify that submissions can be constructed within the project budget and schedule. The Contractor shall use BIM to review and validate spatial data for assignments of gross, rentable, and usable area calculations.

5. Value Management (VM) Study

The Contractor shall convene and participate in the VM Workshops. The Final Design Concept VM Workshop will be two days in duration and the Design Development VM Workshop will be three days in duration. The Contractor shall confirm submission of design documents for Final Design Concept and Design Development VM Workshops. The Contractor shall confirm that all

RFQ Number:47PF0020Q0086 design document questions submitted prior to the VM study are answered by the Project Delivery Team prior to the VM workshop. The Contractor’s team shall actively engage in VM discussions, reviews and evaluations of proposals during the various phases of the VM Workshop, including the post-study period following the VM Workshop. The Contractor shall ensure that all GSA-approved VM recommendations are incorporated into the design documents.

6. Schedule Management

a. Schedule Development and Maintenance

The Contractor shall develop and continually maintain (in widely used and commercially available scheduling software such as Microsoft Project, Primavera P6) an Integrated Master Schedule with milestones and durations to reflect the overall schedule for the entire project.

The Integrated Master Schedule shall coordinate and integrate the schedules, services and activities of GSA, the A/E, the Constructor (e.g. design-builder, CMc, general contractor), the CxA, customer agency, AiA and all other entities whose involvement may impact the project schedule (e.g., third parties such as utilities or government inspectors). The Contractor shall continually monitor and update the Integrated Master Schedule on a regular basis to ensure that it provides an accurate depiction of the current state of the overall project and serves as a useful project management resource. At a minimum, the Contractor shall update the Integrated Master Schedule monthly to coincide with the monthly schedule updates provided by other entities performing work on the project.

The Contractor shall incorporate major deliverables, work packages and key schedule milestones into the integrated master schedule. The Contractor shall regularly update the master schedule based on submissions received during the concept and design development phases.

The Contractor shall review and comment on any proposed changes to the CMC’s approved project schedule during the course of design and construction documents development.

The GSA’s contracting officer shall be able to rely on the accuracy of the Contractor’s Integrated Master Schedule in order to evaluate, review, and analyze any schedule-related submissions from the CMc during the Design Phase Services portion of the work. The Contractor shall conduct and document schedule reconciliation meetings with the A/E and CMc to work towards agreement on a CPM schedule submission from the CMc that complies with the scheduling requirements in the CMc’s contract.

7. Quality Assurance Reviews

RFQ Number:47PF0020Q0086

The Contractor shall develop a design stage quality assurance plan in accordance with the A/E design scope of work and PBS-P100 Appendix A: Submission Requirements. The Contractor shall conduct quality assurance reviews on all design stage submissions and separate subject matter area engagements as noted. The Contractor shall assist the GSA with ensuring the completeness of each design stage submittal package and confirm GSA approved quality assurance review recommendations are incorporated into the POR, design submissions, and design documents.

8. NOT USED

9. Historic Preservation and Environmental Compliance

The Contractor shall confirm that information, findings and/or mitigation factors required or otherwise agreed to by GSA as a result of the NEPA process are incorporated in the design documents.

10. Construction Cost Estimate Development and Review

At each Concept, Design Development and Construction Document Phase submission, the Contractor shall develop an independent estimate and conduct a cost reconciliation between the A/E’s estimate and the independent estimate. The Contractor’s estimates shall comply with the P-120, PBS Cost and Schedule Management Policy, dated 8/4/2016. The Contractor shall review the construction market survey developed by the A/E, the life cycle cost analysis, and sensitivity analysis as part of each estimate and reconciliation.

The Contractor shall also review the deliverables provided by the CMc (refer, in particular, to CMc Scope of Work, Design Phase Services, Section Section III). In its review of deliverables from the CMc, the Contractor shall provide a written report to the Contracting Officer within fifteen (15) days after receipt of the CMc deliverable from the Contracting Officer addressing, at a minimum, all of the following:

● Significant variances in the estimated pricing between the A/E estimate, the CMc estimate, and the Contractor estimate;

● Why there is a variance in the estimated pricing;

● Market conditions, including but not limited to labor and materials, that may be impacting the estimated pricing;

● Develop options, ideas, or other suggestions for reconciling the variance in the pricing estimates;

● Changes made by the A/E firm in the design from award of the CMc contract through the design submission(s) that were not reasonably inferable or anticipated based on the

RFQ Number:47PF0020Q0086 documents provided to offerors during the competition. For any such changes, provide an analysis of the increase in the estimated price due to any such changes;

● Customer/tenant-driven changes in the design that impact the estimated price.

11. Commissioning

The Contractor shall perform commissioning activities throughout the Design Stage which includes an initial baseline commissioning of the existing building. See the Appendix B Commissioning Authority Statement of Work for responsibilities and services. The Contractor shall attend and participate in commissioning coordination meetings and ensure that the proper commissioning activities are incorporated into the design and construction documents throughout the Design Stage.

The Contractor shall review and coordinate comments with the Project Delivery Team and GSA on the following:

● Commissioning plan updates

● Development of Commissioning schedules

● Systems selection and coordination plans

● Development of Commissioning test procedures, documents, and checklists

● Commissioning specifications

12. Design Concept Phase

In addition to the services noted in Section III.D - Design Stage, the Contractor shall perform the following services during the Design Concept Phase.

a. NOT USED

b. NOT USED

c. NOT USED

d. NOT USED

e. Design Concept Peer Reviews

Coordinate, attend and participate in the Design Excellence peer review anticipated to be in Chicago, Illinois. The Contractor shall confirm that peer review recommendations are incorporated into the preferred design concept and final design concept.

13. NOT USED

14. CMc Procurement Stage

The Contractor shall review and understand GSA's CMc policies and GSAR deviation. The Contractor shall, upon request, provide any analysis or opinions as to whether the project design requirements have been developed to a sufficient degree of specificity to permit competition with meaningful pricing for the Estimated Cost of the Work. The Contractor shall perform the following services in connection with the procurement of the CMc.

a. Pre-Proposal Conference and Site Visits

The Contractor shall participate in the CMc pre-proposal conference and site visits as required.

b. Offeror Questions

The Contractor shall review, document, track and assist GSA with responding to offeror questions forwarded by the GSA and make recommendations to the GSA for its response.

c. Source Selection Team

The Contractor will designate one individual to serve as a non-voting technical advisor to assist in the CMc source selection process.

15. Design Development (DD) Phase

In addition to the services noted in Section III.D - Design Stage, the Contractor shall perform the following services during the Design Development phase.

a. Partnering Session

Prior to the start of the Design Development Phase, the Contractor shall conduct, and participate in a one (1) day partnering session at the FCC in Cincinnati, Ohio. The Contractor shall provide an experienced partnering consultant, approved by GSA, to facilitate the session.

The Contractor shall document, submit and distribute meeting minutes.

Bids shall include an allowance of $15,000 to support the execution of the Partnering session in the DD Phase.

b. Systems Selections Analysis Meetings

The Contractor shall actively participate in systems selection analysis meetings. The Contractor shall define alternatives and required analysis for selecting building systems and components.

The Contractor shall document, submit and distribute meeting minutes including analyses, calculations, supporting documentation, systems selections, and optimizations for compliance with P100 and other project requirements.

c. Construction Work Sequence Plan

The Contractor shall review and comment on the project’s construction work sequence plan, with a special emphasis on constructability and logistics issues.

d. Mock-ups

No Mock-Ups are anticipated but, if they become necessary, the Contractor shall coordinate, participate, and document all workshops for mock-ups at an additional cost to the GSA. The Contractor shall document, submit and distribute workshop meeting minutes. The Contractor shall confirm that the outcomes are incorporated into the design documents.

i. NOT USED

ii. NOT USED

e. NOT USED

16. NOT USED

17. Construction Documents (CD) Phase

In addition to the services noted in Section III.C - Design Stage, the Contractor shall perform the following services during the Construction Documents phase.

a. NOT USED

b. GSA CAD Library Coordination

The Contractor shall coordinate the process for archiving the final Construction Documents into GSA’s CAD Library.

c. Review of the Final ECW

As a general matter, the Contractor shall provide all necessary assistance to the Contracting Officer with reviewing, analyzing, and negotiating the Final ECW. Within fifteen (15) days of receipt of the Final ECW from the Contracting Officer, the Contractor shall provide a written report that includes a detailed review and analysis of the Final ECW. The Contractor shall pay particular attention to the proposed allocation of direct and indirect costs and include an analysis of the ECW as it relates to the proposed construction schedule (duration, phasing, etc.).

d. Review of Early Work Packages

To the extent the parties agree to develop early work packages after award, the Contractor shall provide all necessary assistance to the Contracting Officer with negotiating any such early work package. Such assistance may include but is not limited to developing an independent cost estimate; assistance with developing a prenegotiation objectives memo or price negotiation memo; and, determining whether any such early work package requires a modification to the

GMP.

E.NOT USED

F. Construction Stage (Option 2)

The Contractor shall provide the following services throughout the Construction Stage.

Construction Stage consists of the following three phases: Pre-Construction Phase, Construction Phase, and Construction Closeout and Occupancy Phase.

1. Construction Stage Key Project Personnel

The Contractor shall provide sufficient staff as needed to perform the required scope of services. At a minimum, the Contractor key team members shall consist of the following - it is allowed and expected that one team member cover multiple roles. Anticipate coverage to be five (5) days per week and approximately eight (8) hours per day during the 24-month Construction period. Additionally, work is likely to occur during outside of normal working hours such as evenings, weekends, holidays, etc. and it is expected that the PM and/or inspector be on site during these periods as needed to meet the project demands. Multiple inspectors per day are not required or expected:

● Project Manager/HVAC – Mechanical Engineer

●…