STATEMENT OF WORK

ARCHITECTURAL AND ENGINEERING SERVICES

Date: July 30, 2026

1.0 GENERAL:

The Federal Deposit Insurance Corporation (FDIC) is seeking to issue a single-award contract to provide Architectural and Engineering (A/E) Services for interior design and construction, renovations, move coordination, space planning, engineering improvements/studies, buildings system upgrades, major repair and capital improvement projects in FDIC owned and leased buildings. FDIC strives to maintain best-in-class facilities with zero downtime and employ the most feasible energy conservation methods (ECMs), while being prudent stewards of FDIC’s budget. New and renovated space must be cost effective and address the functional, aesthetic, environmental, and safety needs of the FDIC.

The A/E firm must possess appropriately licensed, certified and skilled professional staff to provide comprehensive architectural and engineering services, including but not limited to the following: on-site support staff with Revit, Building Information Modeling (BIM) expertise, architectural design, building system design, mechanical, electrical, structural, civil engineering design, fire protection engineering, interior and exterior renovations, base building studies and repairs, landscape design, space programming, construction administration services, and move management services. FDIC uses IBM Maximo/TRIRIGA as our facilities management suite, thus working knowledge will be necessary to operate, publish and download data and drawings from the system.

Deliverables covered by this statement of work (SOW) include but are not limited to architectural and engineering designs, studies, evaluations, cost estimates, and other discipline-related reports. Specific projects or tasks will be issued as Task Assignments (TA), including, but not limited to, the A/E services identified above.

2.0 BACKGROUND:

The FDIC owns four office facilities and leases approximately 2.1 million square feet of office space for approximately 5,400 employees, and a smaller number of contractor staff, in buildings throughout the United States and Puerto Rico. In the Washington, DC Metropolitan Area, approximately 3,100 employees and contractors are located in three FDIC-owned office facilities: two of these are office buildings in the District of Columbia have close proximity to the White House; the third DC area facility is a campus complex, consisting of four office towers, a multi-purpose facility, and 354-room student residence located in the Virginia Square (VASQ) sector of Arlington, Virginia. The fourth owned office building houses the FDIC’s San Francisco Regional Office. There is one additional leased location in Virginia with 144,138 square feet in 3701 Fairfax Drive. This lease expires on March 31, 2028.

Other FDIC Regional/Area Offices are in leased facilities located in Atlanta, Boston, Chicago, Dallas, Kansas City, and New York. Additionally, the FDIC has field offices in 70+ leased locations that report to their respective FDIC Regional Offices.

While it is anticipated most work under this contract will be associated with the Washington, DC Metropolitan Area offices, some work may be required at our regional and field offices located across the United States.

2.1 Washington DC Metropolitan Area Office Data:

2.1.1 550 17th Street, N.W., Washington, D.C. 20429

Year Built: 1962-1963; renovated 2013-2016 Gross Space: 260,287 square feet; Rentable space: 218,323 square feet Number of Occupants: 463 Brief Description: Primarily office space, this ten-level building includes: A first floor with a large lobby, fitness center, ladies and men’s locker rooms, a mail room, and mechanical areas. There is office space on floors two (2) through seven (7) and a mechanical penthouse. There is a single level garage (40,000 square feet) below the first floor.

Special Areas: The Board Room and Executive Offices on the 6th floor; a large full-service cafeteria with seating capacity of 160, an Executive Dining Room, and Health Unit on the 7th floor. A library is on the 4th floor, and the Virtual Outreach Center (studio) is on the 1st floor. Note: The building has been determined eligible for listing on the National Register for Historic Places; and, as such, original spaces (e.g., lobby, executive suites, etc.) are treated in accordance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties.

2.1.2 1776 F Street, N.W. Washington, D.C. 20429

Year Built: 1972 Gross Space: 212,973 square feet; Rentable space: 154,793 square feet Number of Occupants: 407 Brief Description: Primarily office space, this twelve-level building includes: Office space on floors one (1) through eight (8) and a mechanical penthouse. There are three (3) levels below ground known as 1C, 2C, and 3C. The two (2) lower levels are underground garage parking (52,000 square feet). The 1C level is office space.

Special areas: The Security Operations Center (SOC) on Level 1C serves both downtown buildings.

2.1.3 The L. William Seidman Center at Virginia Square (VASQ) (3501 & 3503 N. Fairfax Drive, Arlington, VA 22226)

A multi-building campus owned by the FDIC is in an urban neighborhood on 9.5 acres of land and occupies approx. 1.7 gross square feet of predominantly office space. The L. William Seidman Center (Seidman Center herein) is more particularly described below:

• VASQ I – comprised of A & B Buildings

Years Built: 1989-1991 Gross Space: 475,753 gross square feet; Rentable space: 367,793 square feet Number of Occupants:745 (including guests for training) Brief Description: Primarily office space, this nine-story building includes: Two (2) buildings of office space on floors one (1) through seven (7) and large training rooms on floors two (2) and three (3). The two (2) buildings are connected on level P1 (parking garage) and up through the sixth floor. The penthouse on floors eight (8) and nine (9) contains mechanical equipment, etc. There is a two-level, below ground seven-acre parking garage (338,212 square feet) identified as P1 and P2.

Special Areas: The first floor of the B building includes a Health Unit and a Child Development Center that will accommodate a maximum of 92 children. A 180-seating capacity Auditorium (Hove Auditorium) is located on the third-floor connector. National Training Facilities are located on floors, one (1), two (2) and three (3) and include a full range of classroom training equipment. The National Data Center is located on the fourth floor of building B. It stores records for 13,500 banks examined by FDIC; operates 24 hours a day, 7 days a week; and is critical to the mission of the FDIC.

VASQ I is an Emergency Relocation Site capable of working independently for up to thirty days.

• VASQ II – comprised of D & E Buildings Years Built: 2003-2006 Gross Space: 503,788 square feet; Rentable space: 352,187 square feet Number of Occupants: 1,033 Brief Description: Primarily office space, this eleven-story building includes: Two (2) buildings of office space on floors one (1) through nine (9). The two (2) buildings are connected on level P2 (parking garage) and on up through the ninth floor. The penthouse above ninth floor contains mechanical equipment, etc. There is a three-level, below ground parking garage (251,732 square feet) identified as P1, P2 and P3.

Special Areas: Credit Union and Security Operations Center are located on the first floor of the D building.

• VASQ C Building (Special Use Building) Years Built: 2003-2006 Gross Space: 53,450 Occupant Capacity: 1,400 Brief Description: The first floor includes a two-story cafeteria with seating capacity of 900. There is an upper level (second floor) that overlooks the cafeteria and has a Bean Vault (specialty coffees, muffins, etc.) and additional seating. A 500-seating capacity multipurpose auditorium is located on the third floor.

• Student Residence Center (SRC) Gross Space: 258,346 square feet Number of Rooms: 354 Brief Description: Primarily hotel style room and suites to house students and visitors while in Washington for training or business, this eleven-story building includes: A hotel style lobby with front desk and reception area, 354 hotel style rooms, one (1) large meeting room, and a Fitness Center and locker rooms located on the first floor.

Special Area: Olympic size in-ground exterior pool.

This building is an Emergency Relocation Site capable of working independently for up to thirty (30) days.

2.2 Hours of Operation

FDIC’s headquarters buildings are open 24/7/365. FDIC employees and contractors are on various work schedules which allow them to start their day as early as 6:00 a.m. and may require them to end the day as late as 7 p.m. Monday through Friday. Various offices operate differently and may periodically require longer hours. The A/E shall check with the Oversight Manager (OM) or Technical Monitors (TM) prior to scheduling work/service.

2.3 Post-Award Conference/Kick-off Meeting:

Prior to the start of each Task Assignment, the Contractor shall meet with FDIC personnel and other members of the project team to conduct a post-award conference and/or kick-off meeting to review the SOW, technical requirements, rights and obligations of the parties, reporting requirements, and related FDIC regulations. The post-award conference may be held virtually or in-person at the FDIC’s offices at the FDIC’s discretion.

2.4 Transition and Phase-In:

Upon award of this contract, the Contractor shall coordinate with the FDIC and any outgoing contractor(s) to ensure a smooth transition of ongoing work, project files, record drawings, BIM models, and institutional knowledge. The Contractor shall submit a Transition Plan within fourteen (14) calendar days of contract award that addresses: (a) receipt and validation of all government-furnished project documentation; (b) familiarization with FDIC facilities, systems, and operational protocols; (c) coordination with incumbent contractor(s) for active project handoff; and (d) establishment of communication protocols with the OM and TMs. The transition period shall not exceed thirty (30) calendar days from contract award unless extended by the CO.

3.0 SCOPE OF SERVICES:

The Contractor shall provide services to support the Facilities, Regional Operations, & Security Branch (FRSB) which consists of the Facilities Operation Section (FOS), Regional Facilities Operations Section (RFOS), and Security Enterprise Program Section (SEPS) among others throughout FDIC. Many projects are anticipated to support FOS’s and SEPS’s need for repairs, modifications, renovations/upgrades, and capital investment projects as it relates to FDIC’s owned existing building and engineering systems. Contractor may need to coordinate with other FDIC contractors and/or external parties, as required, to understand and access the full parameters of the scope. The Contractor must effectively manage multi-disciplinary teams to ensure successful project completion. Professional services are architectural or engineering nature associated with planning, development, design, studies, construction, alteration, repair, construction management, and any other services related to existing building and site improvements. The Contractor must also effectively address the FDIC’s needs through design-bid-build (DBB) or design-build (D-B) approaches as determined by the FDIC. The Contractor shall promptly disclose to the CO any actual or potential organizational conflict of interest that may arise during the performance of work under this contract, including but not limited to situations where the Contractor or its subcontractors have a financial interest in construction firms that may bid on projects designed under this agreement.

Tasks shall be issued with the intent of developing and completing projects to enhance the workplace environment, improve the reliability of building systems, modernize existing infrastructure and technology systems, and enhance sustainable operations when feasible. A full range of program management services may, or may not, be required from initial planning and design of the project through completion of construction, training, and move management services.

The Contractor shall ensure the highest degree of professionalism to develop innovative and functional design concepts in harmony with FDIC’s needs and objectives. Furthermore, the Contractor shall use reliable procedures to control costs, schedule, and implement quality control during all phases.

FDIC’s list of capital improvement and major repair projects that may require A/E support are identified in Appendix A. This attachment is a matrix that includes the best available information for each planning, design, capital improvement and major repair project (hereinafter referred to as “Project”), and identifies the purpose for the project.

Many projects require expertise on studies, improvements, and repairs to base building infrastructure projects focusing on mission-critical facilities, safety, and sustainable modernization.

NOTE: Appendix A is a non-exhaustive Project listing that FDIC has developed based on equipment/system life-cycle, building conditions studies, maintenance and repair history, relevant industry standards, physical security assessments, recommendations from professional staff, etc.

FDIC may, at its discretion, and with input from the Oversight Manager (OM), modify the Project listing during the contract period of performance based on changing strategic and budget priorities, and available resources.

3.1 Architectural and Engineering Services:

The Contractor shall provide professional services to complete all reports, drawings and other work products required to design a complete and fully functional project for solicitation and construction. As the architect and/or engineer of record on projects, the Contractor shall be required to submit professional stamped architectural and/or engineering drawings and documents necessary for FDIC construction requests for proposals, internal/external review, or public approval as required.

The Contractor shall be capable of providing and managing a full range of architectural, interior design, and engineering services, on multiple concurrent projects, required for the short and long-term repair and rehabilitation of owned and leased building systems, including but not limited to space stacking, blocking and programming, interior & exterior renovations, base-building infrastructure, mechanical systems, heating, air conditioning and ventilation systems, electrical systems, plumbing systems, fire alarm and sprinkler systems, roofs, elevators, and building structures. The Contractor shall be capable of developing short- and long-term capital improvement plans, energy management studies and planning, and technology improvements for building operations, repair and maintenance and space utilization studies and plans.

Architectural and Engineering services may include, but not be limited to the following:

3.1.1 Pre-Design/Conceptual and Programming Services:

The Contractor shall provide pre-design and space program services to determine staffing allocations and space requirements to support building and site planning, design and construction efforts. The Contractor shall meet with OM and FDIC representatives to conduct interviews, or by other means, to achieve an understanding and document functional, operational, and organizational objectives and requirements. The Contractor shall develop quantifiable requirements for space and budgetary capacity and a full needs assessment and further refine task scoping. Pre-design services shall also include an evaluation of applicable sustainability standards and energy conservation measures (ECMs), including but not limited to ASHRAE 90.1 and relevant Executive Orders on federal building performance. Pre-design and space programs shall include, but are not limited to, the following:

i. Narrative descriptions

ii. Graphical representations, stacking and block plans/diagrams

iii. Tables and charts of space types, functions and size

iv. Graphical concepts to illustrate project plans and space allocations

v. Rough order of magnitude (ROM) cost estimates through analogous or parametric methodologies

vi. Identification of long-lead/specialty items

3.1.2 Schematic Design (SD) Drawings

The Contractor shall provide Schematic Design drawings and specifications in support of construction, renovation, and improvement projects. Schematic Design phase shall further develop pre-design concepts, or concepts specified in the project Task, to a level of detail that includes specific functional and adjacency requirements and establishes the aesthetics of the design. Each progressive design submittal should build upon the previous information to provide a clear basis of design development and design philosophy fitting to the project. Schematic design drawings include, but are not limited to, the following documents:

i. Conceptual drawings of buildings, floor plans, or other improvements

ii. ROM cost estimates through analogous or parametric methodologies

iii. Site locations, geographies, and building shapes

iv. Initial specification lists to determine areas of further evaluation with identification of long-lead/specialty items impact on budget and schedule

v. Conceptual design and/or program of requirements for Design-Build solicitations

vi. BIM 4-D models aligning with Level of Development (LOD) standards 100/200, if requested

3.1.3 Design Development (DD) Drawings:

The Contractor shall provide Design Development drawings and specifications in support of construction, renovation, and improvement projects. The Design Development phase refines and details the schematic design concepts, ensuring all project requirements are met through advanced planning. Submissions at this stage must show coordination of trades and clarity of scope and design intent. This phase will also provide a visualization of the project and communicate the character of interior and exterior spaces. At the completion of the Design Development phase, design solutions have been established, and no functional changes are anticipated. Design development drawings include, but are not limited to, the following documents:

i. Preliminary drawings of buildings, floor plans, trades or other improvements coordinated to show intent for proposed design solution

ii. Narrative descriptions of impacts, constraints, and specifications , plus the impacts to budget and schedules from long-lead/specialty items.

iii. Development of all specifications for materials, equipment, fixtures, and finishes required for each project

iv. Cost estimates through parametric or bottom-up methodologies BIM 3-D models aligning with LOD 300

3.1.4 Construction Document (CD) Drawings:

The Contractor shall provide Construction Drawings to support construction solicitation of projects, renovations and other improvements. Also included at this phase are the final cost estimate, the final phasing plan, and the construction schedule. This stage of design further refines the models, drawings, design details, and specifications approved in Design Development so that the project can achieve its highest value and performance suitable for the building's lifecycle. All design documents will transition into formats suitable for pricing, permitting and construction.

The purpose of the Construction Document phase is to ensure: all analysis and models are complete and compliant with code/requirements; provide specificity and level of detail required for construction of the project; resolves and eliminates conflicts in the coordination of all trades; and finalizes the project’s documentation for construction. The final Construction Documents should be of sufficient detail, quality, and clarity, as a standalone set of documents, such that construction contractors are able to successfully bid and build a complete and fully functional design with little to no additional guidance or clarification from the A/E or the FDIC. The Contractor shall perform a constructability review of the Construction Documents prior to final submission to identify potential construction conflicts, sequencing issues, coordination gaps, and value engineering opportunities. The results of this review shall be documented and submitted to the OM as part of the final CD package.

The final submission must be a "clean copy”, and all documentation shall be complete, fully coordinated, and ready for use by a General Contractor. All construction documents and calculations must be signed and sealed by a professional A/E at the 100% submission. Construction Document drawings include, but are not limited to, the following documents:

i. Complete set of all disciplines required for construction solicitation and bidding

ii. Complete set of a specifications to support means, methods, materials, fixtures, equipment and finishes

iii. Detailed cost estimates through bottom-up methodologies

iv. BIM 3-D models aligning with LOD 400.

v. For projects requiring BIM deliverables, the Contractor shall develop a BIM Execution Plan

(BEP) at the onset of the project, defining model uses, LOD requirements by discipline, file-naming conventions, clash detection protocols, and model review milestones. The BEP shall be submitted to the OM for approval prior to commencement of the Design Development phase

3.1.5 Post Construction Award Services (PCAS):

The Contractor shall provide PCAS to support contracted designed services which lead to active construction projects. Construction Period services shall include, but are not limited to, the following:

i. Request for Information (RFI) reviews

ii. Construction activity verification and site inspections, if required

iii. Drawing reviews and clarification

iv. Construction contractor proposal reviews

v. Construction drawing updates to reflect As-Built condition

vi. BIM 3-D models aligning with LOD 500

3.1.6 Studies, Reports and Other Technical Services:

The Contractor shall perform all field and office work as required to accomplish specific studies and objectives of the Task. Services shall present the Contractor findings in a report, to include: a narrative description summarizing context of the study; description of all plans and schemes considered for obtaining the desired end result of the study; sketches, renderings, drawings as necessary to present and illustrate the details and results of the study; estimates of construction costs, including comparative cost for indicated alternate plans and schemes;

and summary of results, conclusions, and recommendations.

Types of services may include, but are not limited to, the following:

i. Compliance and permitting services (i.e., Historic Preservation and Environmental compliance, external agency review support, etc.)

ii. Construction field engineering services (i.e., inspection, laboratory testing, on-site testing, safety engineering, etc.)

Tests: Unless specifically excluded in the construction specifications, all testing shall be performed by the Construction Contractor or by qualified personnel employed by the Construction Contractor. To enable the Construction Contractor to estimate testing costs, as well as all other construction quality control phases, all tests to be performed shall be stated clearly in the specifications prepared by the A/E. The Contractor shall coordinate with other FDIC contractors, including the CMTSS contractor, as directed by the OM. The Contractor does not act as an FDIC representative unless expressly authorized in writing by the CO.

The testing descriptions contained in the specification shall state what is to be tested, Standards or Specifications to be applied, number of units, and frequency of testing. Acceptable limits of test results will be stated. Manufacturers or suppliers certified tests, when made in accordance with recognized commercial standards or procedures such as ASTM International (formerly the American Society for Testing and Materials)will be acceptable. The A/E shall provide electronic copies to the FDIC of each standard referenced in its specifications.

Inspection: The A/E shall determine the level of inspection required for each project and the optimum inspecting party (i.e., the Construction Contractor, the A/E, and/or the Government.) The A/E's recommended inspection plan shall be submitted to the FDIC as part of the concept design specifications.

As-Built Drawings: The A/E shall include in its general specification a requirement that the Construction Contractor prepare and certify one complete set of red-penciled As-built drawings;

that the As-built drawings be maintained and updated daily at the construction site; and that the Construction Contractor deliver the final As-built drawings to the FDIC within two calendar weeks after construction completion. The A/E is responsible for writing these requirements into the construction specifications. The A/E is not responsible for actually completing the As-built drawings, unless specifically agreed upon between the Contracting Officer (CO) and the A/E contractor.

iii. Facilities engineering services (i.e., condition assessments, energy use analysis, life-cycle cost analysis, etc.)

iv. Planning and programing services (i.e., cost estimating, scheduling, capital investment planning, space utilization and design, programing and budgeting, etc.)

v. Technical expert services (i.e., destructive and non-destructive testing of existing structures, engineering investigation, etc.)

vi. Consultant services (i.e., Facility operations analysis and strategy development, technology integration and implementation, etc.)

vii. Furniture, finishes, and equipment procurement and installation packages. (i.e., selections, specifications, budgets, installation plans, furniture detailed parts list, finish boards, project FF&E specification binders, etc.)

viii. Full services move management services (i.e., inventory FF&E, studies/programs for FF&E relocation/requirements, manage and oversee moves, closeout of leased buildings, etc.)

ix. Revit start-up/transfer from AutoCAD (i.e., transfer of as-built drawings, records, on-site surveys and data input, establish standards, tools, etc.)

x. Technical Documentation Support efforts may include inventory control of drawings, or conversion of drawing files into Revit format, and the scanning of prints into Revit format.

4.0 TASK ASSIGNMENT (TA) PROCEDURES

Projects will be processed as Task Assignments (TA), as described below, which are formally executed via bilateral modification to the Contract. No work shall begin until the TA is signed by the CO, Contractor, and OM. The Contract-level Project Manager must be the main coordinator of all TAs.

4.1. Request for Task Assignment Proposal (RFTAP) Process

For each TA, the Contracting Officer will issue a request for TA proposal (RFTAP) with a TA Cover Page (see Attachment ##) and either a detailed SOW or a high-level Statement of Objective (SOO), along with other relevant attachments as needed.

A SOW will provide a well-defined scope, deliverables, timelines, required key personnel, subcontractor requirements, type of field verification required, and other pertinent details. A SOO will provide broad, high-level objectives or desired outcomes, providing maximum flexibility for the Contractor to further refine project scoping and develop the SOW for the Project.

FDIC will provide as much information as possible regarding its task requests. In generating proposals, the contractor is expected to provide an estimate with a reasonable level of effort based upon the information provided by the FDIC.

The Contractor is prohibited from charging the FDIC for time responding to requests for proposals.

4.2 Task Assignment Proposal Package

The Contractor must submit a response within three (3) business days from issuance of the RFTAP, unless otherwise specified. If the Contractor determines that additional time is needed due to project complexity, a written request for extension with justification shall be submitted to the CO and OM within one (1) business day of receipt of the

RFTAP.

The Proposal Package shall include the TA Cover Page, the updated Task Log (Attachment ##), the A/E fee Proposal (Excel Format). The FDIC CO reserves the right to change or revise these documents whenever deemed necessary.

4.3 Pricing

4.3.1 The RFTAP will specify the contract pricing structure, which may be firm-fixed-price (FFP), time-and-materials (T&M), labor hour (LH), or a hybrid of multiple structures. Pricing shall be presented with a FFP or NTE value based on fixed hourly rates for pre-negotiated labor categories as listed in section B of the contract. Discounted unit pricing is permitted; however, all discounts offered to the FDIC should be clearly identified in the proposal documentation. Pricing for each TA shall be subject to a price reasonableness assessment and, where applicable, negotiation between the CO and the Contractor. The proposal shall contain the following information:[CC1.1][JST1.2]

4.3.1.1 Proposed hours and fixed hourly rates for pre-negotiated labor categories as listed in Section B of the Contract.

4.3.1.2 A listing of NTE reimbursable materials and estimated ceiling.

4.3.1.3 A listing of NTE reimbursable travel and estimated ceiling.

4.3.1.4 Detailed subcontractor supporting proposal data.

4.3.2 For all reimbursable items, the Contractor shall be reimbursed only for actual costs incurred with the appropriate supporting documentation attached to the invoice. The Contractor shall ensure that all reimbursable materials carry the manufacturer’s standard warranty and shall assign or transfer such warranties to the FDIC upon project completion.

4.3.2.1 Reimbursable expenses include but are not limited to travel, supplies, and materials as required by the Contractor for execution of the TA. Examples of such items are materials for construction bid documents and incidental expenses. All materials furnished/provided shall be at pass-through cost (i.e. no markup) when charged to the FDIC.

4.3.2.2 In the event that reimbursable expenses under a single TA are estimated to be in excess of $10,000, the Contractor shall obtain and submit a minimum of three (3) price proposals from vendors and select the proposal providing the best value to FDIC. In cases where the lowest price proposal is not selected, advance CO approval is required prior to purchase justifying the best value.

4.3.2.3 If the Contractor furnishes the items, the cost to be reimbursed shall be on the basis of established catalog or list prices in effect when material is furnished, less all applicable discounts; but in no event shall such price be in excess of the Contractor’s sale price to its most-favored customers for the same items in like quantity, or the current market price, whichever is lower.

4.3.3 If a Task requires labor categories not included in the contract price schedule, the Contractor shall propose the category with supporting rationale, qualifications, and rate substantiation (e.g. subconsultant quote on company letterhead).

5.0 TASKS

There may be between one (1) and six (6) work phases per task requested. This phasing system will allow orderly progression from the Investigation Phase to the Construction Support Phase when the work requires construction of facilities. If the work is expected to involve only the Investigation Phase, the work could stop at the completion of the Investigation Report. However, the phasing system is set up to allow work progression into the design development phase should it become a requirement.

Each task shall identify the specific phases that shall be accomplished by the Contractor. The fee for each phase will be individually negotiated with the Contractor for each task. This approach will allow reasonable progress payments for work and will provide a stopping point for projects where the results of the initial phase of work determine that further design development is not required.

Work phases are as follows (referenced in % of completion):

1. Investigation Phase

2. Concept Design Phase (35%)

3. Statement of Work Preparation Phase (95%), or

4. Pre-Final Design Phase (95%)

5. Final Design Phase (100%)

6. Construction Administration (CA)

Each phase is further described below. Deliverables are organized by phase to clarify the specific work required at each level. The following requirements are applicable to each "Work Phase" when explicitly designated within the task:

5.1 Investigation Phase

The Investigation Phase shall include a complete engineering investigation and analysis of the work outlined in the task. In most cases the task will provide a brief statement of the problem. The A/E shall identify and investigate all controlling technical, and environmental criteria (i.e., seismic zone, wind activity, etc.) and include this information in its Investigation Report.

The A/E shall be required to investigate the extent of problems and identify feasible solution(s). This effort may require site visit(s) to gather the necessary information to properly evaluate the problem and determine alternative solutions. The investigation and analysis shall be developed to the extent that sound engineering recommendations can be made by the A/E to the FDIC.

The A/E's recommendations shall be based on sound quantitative engineering and economic analyses and shall be clearly presented in its Investigation Report, which shall be the task deliverable for the Investigation Phase work. The A/E shall include in its Investigation Report the findings, including photographs, and rationale leading to the recommended solution(s) and associated cost estimates, a discussion of alternatives, so that the FDIC may follow the A/E's reasoning and logic and conduct an independent assessment of the A/E's conclusions.

However, the FDIC reserves the right to select alternatives other than those recommended by the A/E and to direct the A/E to proceed with the design development based on the FDIC's choice of solution(s) to a particular problem.

After receipt of the Investigation Report, or design recommendations, the FDIC will return review comments and select alternative design within the time specified in the task.

Investigation Phase deliverables include:

1. Investigation Report

2. Meeting Minutes and Correspondence; and,

3. Response to FDIC Comments

5.2 Concept Design Phase

The concept design phase consisting of analysis, drawings, specifications, cost estimate, and construction schedule shall be developed by the A/E, based on direction provided by the FDIC after the Investigation Phase has been completed. The format for the concept construction schedule shall also be developed during the Concept Design Phase.

The Concept Design Phase shall define the functional aspects of the project, substantiate the project costs, and provide a firm basis for the Final Design Phase.

All systems shall be sufficiently detailed so that the FDIC can approve the concept for further development, without expecting any major changes to the salient systems selected by the A/E or the A/E's construction cost estimate and schedule for building these systems.

The FDIC will normally return review comments within twenty-one (21) calendar days after receiving the Concept Design Phase work or, at the option of the FDIC, schedule a meeting to review the comments with the A/E.

Concept Design Phase deliverables include:

1. Concept Design Analysis.

2. Concept Drawings (35%).

3. Concept Cost Estimates.

4. Concept Construction Schedule.

5. Concept Outline Specification (35%)

6. Meeting Minutes and Correspondence; and

7. List of FDIC (or a client representative) Review Comments with Annotated A/E Dispositions.

5.3 Statement of Work Preparation Phase

Some projects may only require the development of a performance-based SOW for award as a design-build construction contract, other projects may require a more detailed SOW as a design-bid-build construction contract. The SOW shall include the necessary project performance criteria, specification data to help convey performance requirements, and any drawings required to assist the contractor in the preparation of their proposal. In addition to the SOW, the A/E shall provide any design analysis to support the performance criteria, such as drawings, performance specifications, cost estimates, and construction schedule, based on direction provided by the FDIC after the Investigation Phase has been completed.

The draft SOW shall be sufficiently detailed to minimize additional FDIC input resulting in major changes to the requirements contained in the SOW, cost estimate and schedule.

All the A/E's work shall be in final form, fully coordinated among all engineering disciplines, checked and corrected for errors, inconsistencies, and omissions. The FDIC will normally return review comments or final acceptance within twenty-one (21) calendar days after receipt of the Pre-Final (95%) SOW Phase or, at the option of the FDIC, schedule a review meeting to review its comments on the A/E's proposed Final

SOW.

Final SOW Phase deliverables include:

1. Statement of Work.

2. Final Drawings (if required).

3. Final Cost Estimates.

4. Final Construction Schedules.

5. Meeting Minutes and Correspondence; and

6. List of Review Comments with Annotated A/E Dispositions.

7. Final Submittal Log with Dates Required

The A/E's Final SOW submission shall incorporate all comments generated by the FDIC's review. If comments are not incorporated into the Final SOW, the A/E shall make revisions at no additional cost to the FDIC and shall not be paid until the items are accepted by the FDIC. The list of the FDIC's review comments shall be returned to the FDIC and annotated by the A/E to show the A/E's disposition of each comment. The Contractor shall provide written rationale for any FDIC review comments not incorporated into the design. Unresolved comments shall be discussed at a discrepancy resolution meeting with the OM and affected FDIC staff.

Once the A/E receives final approval from the FDIC and/or has incorporated all comments from the Final Design package, the A/E shall submit the electronic files in AutoCAD 2024/Revit software (CAD Standards are provided in Appendix C) and PDF for the drawings, specifications, cost estimate, schedule and SOW electronically. The drawings and documents shall also be delivered in native format such as AutoCAD, Revit, WORD, and EXCEL. The Contractor shall confirm the preferred format with the

OM/TM.

5.4 Pre-Final and Final Design Phases

All the A/E's work shall be in final form, fully coordinated among all engineering disciplines, checked and corrected for errors, inconsistencies, and omissions. The final design phase shall consist of a Pre-Final (95%) design submittal, and a Final (100%) design submittal. The final design submittal shall be complete and detailed to enable a contractor to provide a bid proposal to complete the work. The FDIC will normally return review comments or final acceptance within twenty-one (21) calendar days after receipt of the Pre-Final (95%) Design Phase work or, at the option of the FDIC, schedule a review meeting to review its comments on the A/E's proposed Final Design.

Pre-Final Design Phase deliverables include:

1. Pre-Final Design Analysis.

2. Pre-Final Drawings (95%).

3. Pre-Final Cost Estimates.

4. Pre-Final Construction Schedule.

5. Pre-Final Specifications (95%).

6. Meeting Minutes and Correspondence; and

7. List of FDIC (or a client representative) Review Comments with Annotated A/E Dispositions.

8. Final Submittal Log with Dates Required At the Pre-Final Design phase, the Contractor shall identify and document potential value engineering (VE) alternatives that could reduce construction cost, improve constructability, or enhance lifecycle performance without compromising design intent or code compliance. VE recommendations shall include a cost-benefit analysis and shall be submitted to the OM as a separate attachment to the Pre-Final Design package.

Final Design Phase deliverables include:

1. Final Design Analysis.

2. Final Drawings (100%).

3. Final Cost Estimates.

4. Final Construction Schedule.

5. Final Specifications (100%).

6. Meeting Minutes and Correspondence; and

7. List of FDIC (or a client representative) Review Comments with Annotated A/E Dispositions.

8. Final Submittal Log with Dates Required

The A/E's Fina1 Design submission shall incorporate all comments generated by the FDIC's Concept and Pre-Final Design reviews. If comments are not incorporated into the Pre-Final and Final Design, the A/E shall make revisions at no additional cost to the FDIC and shall not be paid until the items are accepted by the FDIC. The list of the FDIC's design review comments shall be returned to the FDIC and annotated to show the A/E's disposition of each comment.

Once the A/E receives final approval from the FDIC and/or has incorporated all comments from the Final Design package, the A/E shall submit the drawings electronically in AutoCAD 2024/Revit files and PDF files specifications, cost estimate, task log, schedule and SOW in Microsoft Word and Excel formats. Two (2) copies, in a media determined by the OM, of all other Final Design deliverables shall be submitted upon final approval from the FDIC.

Drawings shall be drawn in AutoCAD 2024/Revit software and PDF format.

5.5 Construction Administration Phase

This phase may include either a periodic or a continual site presence, review and approval/disapproval of shop drawings and submittals; preparation of "Record Drawings" from As-Built drawings; and onsite construction management if required by the task.

Construction management shall include overseeing the Construction Contractor's operation, monitoring execution schedules, processing change orders and claims, reviewing and commenting upon the quality control program and, in general, protecting the Government's interest in all matters pertaining to the construction effort. As-For projects requiring utility shutdowns, life safety system impairments, or work affecting building automation systems, the Contractor shall develop a Method of Procedure (MOP) for each shutdown event. The MOP shall detail the scope of the shutdown, affected systems and areas, estimated duration, notifications required, rollback procedures, and verification testing upon restoration. MOPs shall be submitted to the OM for approval a minimum of five (5) business days prior to the planned event. Built drawings, which are to be prepared by the Construction Contractor, shall be used by the A/E to prepare the Record Drawings. The FDIC will have two weeks to review the above-mentioned items and return any comments to the A/E.

Construction Support Phase deliverables include:

1. Approval/Disapproval of Shop Drawings and Submittal Correspondence.

2. Record Drawings; and

3. Monthly (or in accordance with task) Construction Status Reports, Video Documentation, and Photographs.

5.5.1 eFOS+ / Facility Management Platform Integration The Contractor shall support the integration of all design deliverables and as-built documentation with the FDIC’s eFOS+ facility management platforms (IBM Maximo/TRIRIGA). All final as-built drawings and BIM models shall include COBie data where possible for future integration with eFOS+ and/or the Boland Trane Building Automation System. Each Task shall define the required model version, file format, asset-data fields, and validation requirements. The Contractor shall input and maintain project-related data within eFOS+ and other FDIC databases of record as directed by the OM.

5.6 On-Site Support – Project Specific (Temporary)

Occasionally the OM may require local on-site support from a contractor representative at the FDIC locations listed in section 2.1 to support any of the project-specific tasks identified in section 5.0. When reporting on-site, transportation expenses will not be provided. However, the contractor can coordinate in advance with the OM to request a temporary parking pass. Labor rates for on-site support will remain unchanged from the labor rates listed in Section B. The FDIC will provide the contractor representative with the items listed in Section 8.3 for occasions when on-site support is requested.

If on-site support is requested for areas outside of those listed in section 2.1, labor rates for on-site support will remain unchanged from the labor rates listed in Section B and travel must be approved by the Oversight Manager and Contracting Officer in advance through the RFTAP or Travel Request approval process.

6.0 GENERAL REQUIREMENTS

6.1 Performance:

Design services required will generally consist of modifying existing building and site features. FDIC may furnish available “as- built”, construction drawings, or other documents pertinent to the facilities involved, if such documents are available and approved for dissemination. Such documents, however, are not warranted to show presently existing conditions at the site. The Contractor shall verify in the field all data shown on such drawings as necessary for accomplishment of his/her work and shall obtain all other data as required to ensure complete and proper design of the project. The A/E shall be responsible for confirming or correcting existing as-built drawings based on detailed site investigations. -The FDIC assumes no responsibility as to the accuracy of any as-built information furnished- to the A/E.

i. The design of modifications to existing facilities shall include all changes to the existing construction, utility systems and site improvements as required to provide for the proper connection between existing and new construction and to make the modified or altered facility completely operable for its intended use.

Where necessary, existing interior and exterior utility systems and services shall be resized as required to provide for loads imposed by the new work. New construction, within limitations of current criteria, shall match existing construction. Task Assignment drawings and specifications shall provide for all required modifications and extensions to existing construction, utilities and site improvements.

ii. All services performed under this contract shall conform to applicable national codes, standards, and regulations for building construction and safety.

Unless otherwise specified, FDIC generally recognizes and adopts the International Code Council (ICC) collection for buildings and related codes as a benchmark for design. However, additional local requirements, e.g., building owner requirements for leased space, and Federal regulations, e.g., American Disability Act (ADA), may be imposed on projects.

While it is impractical to cite all required codes, standards and regulations, the Contractor’s A/E designer of record shall have sufficient prior professional experience on similar projects, as described in each Task, to approve/sign/stamp final design documents. Consult the OM for clarification as needed.

iii. The Contractor shall be responsible for compliance with and/or incorporating the latest FDIC policy, directives, and guidelines. The F-100 is currently in draft. The Contractor shall incorporate the F-100 requirements upon final issuance by the FDIC.

iv. The Contractor shall self-perform a minimum of 51% of the work under this contract by total contract dollar value. Although it is desired for the Contractor to have sufficient core staff to accomplish most work internally for each project, it’s acknowledged this may not be feasible on more complex multi-disciplinary designs. The Contractor must be capable of providing and managing a multi-disciplinary team from within the firm or in conjunction with sub-consultants. If Contractor elects to use subcontractors, the proposed subcontractor’s information must be submitted to the CO for approval prior to executing any formal contractual arrangement. All proposed subcontractors shall be identified in the Task proposal. Consult with the CO or OM for establishing a list of approved subcontractors – any changes and updates must be approved by the CO.

v. The Contractor shall have the capability to accomplish multiple projects simultaneously and within established time limits.

vi. The Contractor shall have the ability to sustain the loss of key personnel while accomplishing work within required time limits.

vii. The Contractor shall possess knowledge and application of sustainable design principles and, when required, able to include prescribing the use of recovered materials and achieving waste reduction and energy efficiency in site, facility, and landscape design.

viii. The Contractor shall possess knowledge of modern construction techniques to be incorporated to obtain quality, economy, and to provide a functionally complete and usable facility.

ix. If required by the Task, the Contractor shall be able to identify potential construction alternates and/or develop construction phases to provide narrative, drawings, and cost evaluation for each alternate/scenario. sufficiently incorporate phasing plans into design, drawings and construction documents to successfully achieve desired results.

x. Services provided shall consider the FDIC and site-specific requirements that will influence project schedule and construction impacts on FDIC operations. And when feasible, the Contractor shall mitigate impacts of project construction into design, as appropriate, by indicating construction barriers/fences, proposed laydown space, sequence of work, operational logistics, air and noise pollution mitigation, etc.

xi. At each design phase the Contractor will provide a summary outlining substantive design changes, and any deviations from established criteria such that FDIC reviewers can easily evaluate the proposed changes. Proposed deviations require a short narrative, A/E justification, and cost implications for FDIC review and approval prior to implementation.

6.2 A&E Quality Control:

The A/E shall be directly responsible for the professional and technical accuracy/competency, and the coordination of all designs, drawings, specifications, and other work…