Statement_of_Work_052417.pdf

CMc Contract Statement of Work, 5/24/2017 Repairs & Alterations to U.S. Courthouse (Pensacola, Florida) Solicitation Number GS-04-P-17-BV-C-0008

Statement of Work (SOW) for Construction Manager as Constructor (CMc)

Contract

Repairs & Alterations to U.S. Courthouse

Pensacola, Florida

PROJECT IDENTIFICATION

Project Name: Repairs & Alterations to U.S. Courthouse – Pensacola, Florida

Solicitation Number:

Project Number: VFL00023

Region: Southeast Sunbelt Region 4

Building Name: U.S. Courthouse (unnamed – FL0506ZZ)

Building Address: 1 N. Palafox Street, Pensacola, FL 32502

SOW writer: Kevin Dunham

Date: May 24, 2017

Solicitation Number GS-04-P-17-BV-C-0008

TABLE OF CONTENTS

1 PROJECT DESCRIPTION 1

1.1 Project Type 1

1.2 Project Goals and Objectives 1

1.2.1 Project Goals: 1

1.2.2 Project Objectives: 1

1.3 Project Delivery Approach 2

1.1 Reference Materials 2

2 GENERAL REQUIREMENTS 3

2.1 Contract Parties and Contract Work 3

2.2 Professional Ethics and Standards of Practice 3

2.3 Project Delivery Team Roles and Responsibilities 3

2.4 Owner’s Project Requirements (OPR) 4

2.5 CMc Team 4

2.6 Performance Objectives 5

2.6.1 Design Excellence Program and Peer Reviews 5

2.6.2 Construction Excellence Program and Peer Reviews 5

2.6.3 Art in Architecture Program 6

2.6.4 Energy Performance 6

2.6.5 Sustainable Design/LEED® 6

2.6.6 Environmental Hazards 9

2.6.7 Physical Security 9

2.6.8 Accessibility 9

2.6.9 Historic Preservation 10

2.6.10 Spatial Data Management (SDM) Requirements 10

2.6.11 Building Design Standards 10

2.7 Cost Management 10

2.7.1 General 10

2.7.2 Design Stage Cost Estimating 10

2.7.3 Value Management (VM) 11

2.7.4 Life Cycle Cost Analysis 11

2.7.5 GSA Pricing Policy 11

2.8 Project Management Responsibilities 11

Solicitation Number GS-04-P-17-BV-C-0008

2.8.1 Communications Plan 11

2.8.2 Detailed Project Schedule Development and Maintenance 12

2.8.3 Project Progress Meetings/Presentations 12

2.8.4 Meeting Agendas, Attendance, Minutes and Correspondence 12

2.8.5 Design Quality Assurance 12

2.8.6 Electronic Project Management (ePM) System 14

2.8.7 Green Building Upgrade Information Lifecycle Database (gBUILD) 15

2.9 Building Information Modeling (BIM) 15

2.10 Electronic/Print Media 15

2.11 Personnel Security Requirements 15

2.11.1 Subcontracts 16

2.12 Document Security 16

2.13 Record Keeping 16

3 SCOPE OF SERVICES 17

3.1 Site Acquisition Stage 17

3.2 Pre-Design Stage 17

3.3 Design Stage 17

3.3.1 Collaboration with the A/E 17

3.3.2 Design Stage Commissioning 17

3.3.3 Art in Architecture Procurement 18

3.3.4 Design Concept Phase 18

3.3.5 Design Development (DD) Phase 18

3.3.6 Construction Documents (CD) Phase 18

3.4 Tenant Occupancy Stage 22

4 ADMINISTRATION 23

4.1 Payment for Design Stage Services 23

4.1.1 Progress Payment Schedule 23

4.1.2 Monthly Progress Reports 23

4.2 Travel 23

4.3 Reproduction and Delivery 23

4.4 General Administration 23

4.4.1 Coordination Meetings 23

4.4.2 Contract Coordination 23

Solicitation Number GS-04-P-17-BV-C-0008

5 APPENDIX A - Owner’s Project Requirements 25

5.1 Construction Documents 25

5.2 Protection of Existing Building and Grounds 25

5.3 Building Automation System 25

5.4 Smart Buildings 26

6 APPENDIX B – List of Attachments 27

6.1 Reference Materials 27

6.1.1 Reports 27

6.1.2 Drawings 27

6.2 Standards and Criteria Documents 27

6.2.1 Applicability 27

6.2.2 Construction Documents 27

6.2.3 U.S. General Services Administration (GSA) 28

6.2.4 Energy Performance & Sustainable Design 28

6.2.5 U.S. Marshals Service (USMS) 29

6.3 Forms & Templates 29

6.3.1 U.S. General Services Administration (GSA) 29

Solicitation Number GS-04-P-17-BV-C-0008

1 PROJECT DESCRIPTION

The existing courthouse at 1 North Palafox Street in Pensacola, Florida was constructed and occupied in 1997 as a built-to-suit lease for the federal judiciary. Since its construction, the building has been plagued by water infiltration issues. It has been determined through various studies and investigations that the brick façade, roof, and drainage systems are the main culprits in allowing the water intrusions to occur. Additionally, the building’s heating, ventilation, and air conditioning (HVAC) systems have not been able to adequately control humidity. These combined issues have resulted in the propagation of mold inside the building. In 2015, GSA moved the building tenants (U.S. Courts, U.S. Marshals Service, U.S. Attorneys, and a U.S. Senator) to a temporary lease due to concerns with the existence of mold, and the building is now vacant. GSA has reached agreements with the previous owner and with the City of Pensacola and now owns the building and grounds.

This project will correct the water intrusion issues in the building by replacing the building’s façade, replacing roofing and storm drainage systems, repairing interior damage caused by the water intrusion, and completely abating the presence of mold created by the water intrusion. The new building envelope will be watertight and meet the State of Florida’s hurricane requirements, as well as ISC level IV blast protection criteria. The project will modernize fire safety systems and HVAC systems, to include installation of VAV boxes and a new building automation system (BAS) to better control the interior humidity. Other interior and site improvements will be undertaken as described in the project’s construction documents.

Concurrent to this project, the USMS will be contracting for the design and installation of security devices that are intended to be installed by their contractors during the performance of the larger construction project described in this statement of work. This will expedite the return of the tenants whom are expected to return under phased occupancy.

1.1 Project Type

This project is a prospectus-level Repair and Alteration project, as further defined in the Facilities Standards for the Public Buildings Service (PBS P100), Appendix A.

1.2 Project Goals and Objectives

1.2.1 Project Goals:

Invest in the Pensacola community through civic architecture.

Provide a safe, productive, and attractive space for employees and visitors.

Provide the best value to GSA’s customer agencies and the American taxpayer.

Complete construction operations in a safe, efficient, and effective manner.

Maximize the project’s contributions to environmental sustainability and to national energy security, where practicable within the scope of the project.

1.2.2 Project Objectives:

Resolve all current water intrusion and indoor air quality problems exhibited in the building.

Mitigate risk of loss/further damage to interior finishes during façade demolition and construction and replacement of HVAC systems.

Partner with GSA and the project Architect-Engineer (A/E) to improve project constructability, increase project value, and expedite project delivery wherever feasible.

Meet all applicable federal energy and resource conservation goals and security requirements.

Solicitation Number GS-04-P-17-BV-C-0008

1.3 Project Delivery Approach

This project will be constructed and delivered using a Construction Manager as Constructor (CMc) delivery method. An Architect-Engineer (A/E) has been separately contracted by GSA to prepare construction documents. The CMc is being contracted after completion of design concepts to provide constructability, construction budget, and maintainability reviews during the remainder of the Design Stage, as well as other services that are identified in this SOW. The A/E has been asked to actively engage the CMc, requesting feasibility, design, constructability, and phasing reviews and input, as well as scheduling and cost estimating feedback.

This project will also benefit from the addition of a Construction Manager as Agent (CMa), which will be procured by, and contracted directly to the GSA. During the Design Stage, the CMa will be brought under contract with the GSA to provide constructability and maintainability reviews, schedule and budget analysis, pay application analysis, and other general administrative functions in aiding the GSA in the delivery of this project. The CMa will be part of the Project Delivery Team until the completion of the Project.

1.1 Reference Materials

Various materials are available for the CMc’s reference, including informational reports, surveys, studies, drawings, etc. Refer to section 6 below.

Solicitation Number GS-04-P-17-BV-C-0008

GENERAL REQUIREMENTS

The requirements set forth in this section apply to all stages and phases of the project as described in the Scope of Services section below.

2.1 Contract Parties and Contract Work

The parties to this contract are the Construction Manager as Constructor, hereinafter referred to as the CMc, and the United States Government. For purposes of this contract, the office representing the Government is the General Services Administration (GSA), Southeast Sunbelt Region 4, Public Buildings Service, headquartered in Atlanta, Georgia, hereinafter referred to as the GSA.

The individual authorized to act on the behalf of the GSA in the administration of this contract is the GSA Contracting Officer (CO). The GSA Contracting Officer may delegate certain of his or her authorities to others, and if so, will notify the CMc in writing of the specific authorities delegated to, and limitations placed upon, named authorized representatives. The CMc shall not take any direction, or act upon any information, from individuals other than those having the requisite authority as confirmed by the GSA Contracting Officer’s written notification.

There are two components of work to be performed by the CMc under this contract: Design Stage services and Construction Stage work. The Construction Stage work is an option. The overall responsibilities of the CMc are to perform construction management services relating to constructability, construction strategy and logistics, and budget control under the Design Stage services component, and (upon exercise of the Construction Stage work option) to perform the construction in accordance with the construction documents and other requirements under the Construction Stage work component. The specific activities, tasks, and deliverables required of the CMc under each of the contract components are further delineated in this Statement of Work.

Unless otherwise stated herein, capitalized terms have the same meaning as set forth in the Contract Documents.

2.2 Professional Ethics and Standards of Practice

In the conduct of all activities required for or otherwise related to the performance of the contract work, the CMc shall conform to and uphold all established ethical principles and professional standards of practice governing the CMc segment of the construction industry, including the Construction Management Association of America (CMAA) Code of Professional Ethics.

2.3 Project Delivery Team Roles and Responsibilities

In the performance of the requirements of this contract, the CMc shall work in concert with other parties on the Project Delivery Team. The Project Delivery Team will include other contractors, the GSA personnel, customer agency representatives, and other stakeholders. The GSA will develop, periodically update, and maintain throughout the course of the project, a listing of the Project Delivery Team membership and respective roles and responsibilities. The other GSA-contracted major parties involved or to be involved in the Project Delivery Team, and their respective overall roles and responsibilities, are as follows:

The Architect-Engineer (A/E) is responsible to design the project in accordance with the GSA owner’s project requirements, budget, schedule, performance objectives, scope of services, and other requirements provided in the A/E contract. The A/E will also perform Construction Stage and Tenant Occupancy Stage services to ensure that the design intent is refined and clarified as necessary during construction, realized in the completed facility, and conveyed successfully into facility management, operation and maintenance. The specific activities, tasks, and deliverables required of the A/E are further delineated in the A/E contract.

Solicitation Number GS-04-P-17-BV-C-0008

The Construction Manager-Advisor (CMa) will assist the GSA in ensuring that the GSA requirements with regard to scope, schedule, budget, quality and other aspects of the project are met. The CMa will serve as a facilitator and coordinator of the activities of all parties to ensure that the project execution proceeds according to plan. During the Design Stage, the CMa will perform services relating to design review and coordination and budget control. The CMa will serve as the value engineering (VE) consultant. The CMa will participate in the commissioning process, and coordinate with the GSA and the CxA to identify appropriate commissioning program goals and to develop supporting inspection and testing practices to meet the objectives of the project commissioning plan.

The CMa will also perform Construction Delivery Phase, Closeout Stage, and Tenant Occupancy Stage services to ensure that the design intent is refined and clarified as necessary in the construction documents, realized in the completed facility, and conveyed successfully into facility management, operation and maintenance. The specific activities, tasks, and deliverables required of the CMa are further delineated in the CMa contract.

The Commissioning Agent (CxA) will be procured through the CMa. The CxA is responsible for developing commissioning requirements and for providing documented confirmation that the completed facility fulfills the functional and performance requirements of the GSA, the facility occupants, and the facility operators. The CxA will perform work as necessary to verify and document compliance with the GSA performance objectives throughout design, construction, start-up, and the initial period of operation. The specific activities, tasks, and deliverables required of the CxA are further delineated in the CxA contract.

The GSA may engage other parties to perform specialized duties and requirements as appropriate for the project, including but not limited to security work, tenant moves, furniture installation, telecommunications, and the Art in Architecture Commission.

2.4 Owner’s Project Requirements (OPR)

The CMc shall review and become familiar with the scope of services under the A/E’s contract, especially the various standards, guidelines, policies, and documents (collectively, the Owner’s Project Requirements) that the A/E is required to follow in developing the design and construction documents. This review and familiarization is vitally important during the Design Phase Services because, as set forth in more detail below, the main tasks of the CMc during the Design Phase Services are to provide constructability and cost estimation reviews of the A/E’s design-related submissions. The CMc will help to ensure that the design and construction documents will enable the Government to exercise the Guaranteed Maximum Price (GMP) Option at a price that is at or below the GMP.

2.5 CMc Team

The CMc shall provide experts in disciplines listed in PBS-P100, Facilities Standards for the Public Buildings Service, and as otherwise required in this section, with credentials as indicated, as they apply to this project. The CMc shall provide sufficient staff of project manager, architectural review coordinator, engineering review coordinators (all applicable disciplines), field engineers, construction supervisors, inspection and testing engineers, scheduling specialists, cost engineers, safety officers, environmental coordinators, waste management coordinators, administrative staff, clerical and accounting personnel, etc. to perform the required work.

At a minimum, the CMc key team members shall consist of the following:

Corporate Construction Executive (principal of CMc firm) Project Manager - Pre-Construction Phase (overall design and construction experience, with substantial time commitment to this project) Value Engineering Coordinator

Solicitation Number GS-04-P-17-BV-C-0008

Project Manager - Construction Phase (may be same or different from Pre-Construction Phase Project Manager; primarily responsible for selection of and negotiation with sub-contractors)

Construction Superintendent (overall responsibility for project construction and schedule) Quality Control Superintendent (independent employee of CMc with charge from management to achieve construction quality) Testing Engineering firms and key individuals

Personnel may perform more than one function on the project, if properly trained, qualified, and licensed (where applicable). CMc Team member roles and qualifications (résumés) must be provided for evaluation.

The CMc shall utilize the personnel named in its offer to perform the services required under this contract. In the event that any of the personnel named in the CMc accepted proposal (incorporated into this contract by reference) become unavailable, the CMc shall promptly submit a complete written resume for a proposed substitution, any other information necessary for the GSA to approve or disapprove, and a detailed explanation of the circumstances necessitating the proposed substitution.

During the performance of the services required under this contract, the CMc shall obtain the GSA written consent before making any substitution for subcontractors and outside associates or consultants specifically identified and agreed to during negotiations.

2.6 Performance Objectives

2.6.1 Design Excellence Program and Peer Reviews

No CMc services required.

2.6.2 Construction Excellence Program and Peer Reviews

The GSA construction excellence program provides guidance to the GSA construction projects, through collaboration with leaders of the private sector construction community. This partnership allows for the development and implementation of innovative approaches to project management and execution to provide the GSA and its customer agencies the highest quality construction within budget and schedule.

Construction excellence in the Design Stage includes managing the design to ensure that the project remains within the established budget, simplifying the design utilizing performance requirements for major building systems, facilitating timely design communications utilizing a web-based project management system, and leveraging construction and budget control expertise.

Construction excellence in the Construction Stage includes managing the construction to ensure that the project remains within the established budget, conducting Project Delivery Team partnering sessions, facilitating timely construction communications utilizing a web-based project management system, performing construction peer reviews, and encouraging the use of alternative dispute resolution methods.

A series of meetings, usually at the 15% and 65% stages of the construction effort, and a Lessons Learned session after Substantial Completion, will be facilitated by a GSA Central Office representative. The CMc’s core team and primary subcontractors must participate in these meetings.

A typical meeting entails a tour of the project, followed by interviews with the CMc, CMa, client agencies, and GSA. The intent is to hear the questions raised and the opinions expressed by the peers. A GSA Central Office representative will facilitate each meeting, and, at the completion of

Solicitation Number GS-04-P-17-BV-C-0008 the day, will express verbally, and later in writing, opinions of all present as well as a recommendation for resolution of issues.

2.6.3 Art in Architecture Program

GSA’s Art in Architecture program commissions artists to create publicly scaled and permanently installed works of art that are appropriate to the diverse uses and architectural vocabularies of new and substantially modernized federal buildings and courthouses. The GSA selects and commissions the artist(s) for each project during the Design Concept Phase. The intent is to achieve integration of art and architecture, to such extent that the artist(s) may become involved in the design of building or sitework elements. This project will include the commissioning of one or more artists to create and install artwork.

The program requires the active participation and support of the CMc to ensure the successful integration of art and architecture in the completed project.

2.6.4 Energy Performance

No CMc services required.

2.6.5 Sustainable Design/LEED®

2.6.5.1 LEED®

This project will not pursue LEED® certification. No CMc services required.

2.6.5.2 Green Purchasing Plan Requirements

The GSA Green Purchasing Plan (GPP) requires the purchase of environmentally sustainable products and services in order to reduce GSA’s environmental footprint. This requires the supply or use of products and services that are energy efficient (Energy Star or FEMP-designated), low standby power, water efficient, biobased, environmentally preferable, non-ozone depleting, contain recycled content (recovered), or are non-toxic or less toxic alternatives. These requirements are in addition to those of related LEED® credits.

2.6.5.2.1 EPA-designated Products

The U.S. Environmental Protection Agency’s (EPA’s) Comprehensive Procurement Guideline (CPG) program is part of EPA's continuing effort to promote the use of materials recovered from solid waste. EPA has designated more than 60 items within the following product categories:

Construction Products Landscaping Products Non-Paper Office Products Paper and Paper Products Park and Recreation Products Transportation Products Vehicular Products Miscellaneous Products

When using products that are eligible for EPA designation, the CMc shall use products that meet CPG-recommended recovered materials content levels. When no product is available that meets the EPA’s recommended recovered materials content levels, the CMc shall use the product with the highest percentage of recovered materials practicable that does not jeopardize the intended use of the product. When an EPA-designated product and a USDA-designated (biobased – see below) product would be used for the

Solicitation Number GS-04-P-17-BV-C-0008 same purpose and all other factors being equal, the CMc shall use the EPA-designated product. Information can be obtained about the EPA list of designated products and accompanying recycled–content recommendations on the internet at www.epa.gov/cpg.

2.6.5.2.2 ENERGY STAR®-qualified/FEMP-designated Products

When any energy-consuming products are used, the CMc shall provide only ENERGY STAR®-qualified/Federal Energy Management Program (FEMP)-designated products.

This requirement includes, but is not limited to, all products in the following product categories:

Appliances Building Products Computers and Electronics Heating and Cooling Lighting and Fans Plumbing

2.6.5.2.3 EPEAT-registered Products

The CMc shall only use Electronic Product Environmental Assessment Tool (EPEAT)-registered products. This requirement includes the following categories of products:

Desktop & Laptop Computers Thin Clients Workstations Computer Monitors

When an EPEAT-registered product is required, the CMc shall use at least EPEAT-registered products at the silver or gold level. When purchasing energy consuming products in the categories above for which there is no EPEAT standard (IEEE 1680 standard), the CMc shall incorporate ENERGY STAR®-qualified/FEMP-designated products instead.

2.6.5.2.4 Biobased (USDA-designated) Products

The CMc shall use U.S. Department of Agriculture (USDA)-designated products (biobased products). This requirement includes the following categories of products:

Construction and Road Maintenance Furniture and Furnishings Housewares and Cleaning Industrial Supplies Landscaping and Agriculture Office Supplies Personal Care and Toiletries The Great Outdoors (wildland gear) Utilities

When using biobased products, the CMc shall use the product with the highest biobased materials content practicable without jeopardizing the intended use of the product. When no biobased product is available containing the percentages of biobased materials recommended by the USDA, the CMc shall use the product with the highest percentage of biobased materials practicable. When an EPA-designated product as described above and a USDA-designated (biobased) product would be used for the same purpose and all other factors being equal, the CMc shall use the EPA-designated product.

Solicitation Number GS-04-P-17-BV-C-0008

2.6.5.2.5 WaterSense® and Water Efficient Products

The following types of products, when incorporated into this project, must be designated as WaterSense® products:

Showerheads Toilets Urinals Bathroom Sink Faucets & Accessories Pre-rinse Spray Valves Landscape Irrigation Controllers

When incorporating other types of water consuming products that have not yet been included in the WaterSense® Program, the CMc shall use products that meet FEMP specifications.

2.6.5.2.6 Non-Ozone Depleting Substances

When using products in the following categories, the CMc shall only use products that contain acceptable substitutes for ozone-depleting substances as identified under EPA’s Significant New Alternatives Policy (SNAP) Program:

Refrigeration & Air Conditioning Foam Blowing Agents Cleaning Solvents Fire Suppression and Explosion Protection Aerosols Sterilants Tobacco Expansion Adhesives, Coatings, & Inks

Products in the categories above that are used on this scope of work must not contain Class I or Class II ozone-depleting substances.

2.6.5.2.7 Toxic Chemical/Hazardous Substance Alternatives

The CMc shall not use any products that contain priority chemicals as identified by EPA when a less harmful substitute substance exists. If a less harmful substitute exists, this product must be used.

2.6.5.2.8 Environmentally Preferable Products

The CMc shall use the following types of green products where appropriate:

Products containing low or no volatile organic compounds (VOCs), such as no/low VOC paints (post-tint)

Green cleaning products meeting EPA Design for the Environment, Green Seal, or equivalent standards

Furniture meeting GREENGUARD (or equivalent standard accepted by U.S.

Green Building Council (USGBC)), Business and Institutional Furniture Manufacturer’s Association (BIFMA) level®, or Enhancing Furniture’s Environmental Culture (EFEC) standards

2.6.5.2.9 Miscellaneous Green Requirements

In addition, the CMc shall perform the scope of work in a way that implements the following environmental objectives:

Solicitation Number GS-04-P-17-BV-C-0008

Eliminate or reduce the generation of hazardous waste and the need for special material processing (including special handling, storage, treatment, and disposal)

Promote the use of nonhazardous and recovered materials Realize life-cycle cost savings Promote cost-effective waste reduction when creating plans, drawings, specifications, standards, and other product descriptions authorizing material substitutions, extensions of shelf-life, and process improvements

Promote waste reduction through the use of duplexing (two-sides copying and printing) and electronic communications

Promote re-use and recycling of building materials on site and/or brought from offsite

2.6.5.2.10 Green Products Submittals

The CMc must submit an Initial Green Products Report along with the final design to the GSA COR that states the quantity and cost of the green products that are anticipated to be used on the construction phase of the contract. The CMc must also submit a Final Green Products Report to the GSA COR as part of the contract closeout documents that states the actual quantity and cost of the green products used on the contract. The CMc must state in the Final Green Products Report the total combined cost of all products (both green and non-green products) used on the contract. The Green Products Report template is included as an attachment. SEE SECTION 01 74 19 CONSTRUCTION

NONHAZARDOUS WASTE MANAGEMENT AND DISPOSAL APPENDIX B

CONTRACTOR GREEN PRODUCTS REPORT for specific reporting information.

2.6.6 Environmental Hazards

Environmental hazards assessments have previously been conducted in this facility, and copies are attached to this SOW. The CMc will conduct its own environmental hazards assessment to confirm previous surveys of hazardous materials in the existing facility or in close proximity thereto. This includes mold, asbestos, PCBs, leadinwater and lead paint, and testing. Prepare an abatement plan for the project with the protocols and extent of the abatement work for the removal of known chemicals/materials such as asbestos, lead, PCBs, mercury and any other hazardous material found during survey and sampling. Refer to federal environmental regulations and laws for handling, removal, and disposal of hazardous materials.

All renovation projects must comply with the latest Public Buildings Service Asbestos Policy.

Prior to conducting any work in the vicinity of asbestos-containing materials (ACM) an assessment shall be conducted by a competent person to determine the potential to disturb such ACM and sufficient controls designed into the project. This "pre-alteration assessment" shall address both accessible and inaccessible ACM. Destructive sampling shall be conducted where necessary to address inaccessible ACM.

Test paint for lead content when alteration or demolition requires sanding, burning, welding or scraping painted surfaces. When lead is found, implement the controls required by OSHA in 29 CFR 1926.62. Do not abate lead-based paint when a painted surface is intact and in good condition, unless required for alteration or demolition.

2.6.7 Physical Security

No CMc services required.

2.6.8 Accessibility

No CMc services required.

2.6.9 Historic Preservation

Solicitation Number GS-04-P-17-BV-C-0008

No CMc services required.

2.6.10 Spatial Data Management (SDM) Requirements

No CMc services required.

2.6.11 Building Design Standards

No CMc services required.

2.7 Cost Management

2.7.1 General

The CMc shall utilize in-house staff or the services of a cost consultant to provide cost estimates of project work. The cost consultant is to develop cost estimates that reflect his/her best estimate of the cost to construct the building described in the drawings and specifications provided to the cost consultant by the A/E and the consultants. Cost estimates shall include projected escalation of costs as may occur due to the schedule for construction award. Neither the A/E nor any consultant is to attempt to influence the results of any estimate provided by the cost consultant.

All cost estimates shall be in accordance with the Public Buildings Service Cost and Schedule Management Policy (PBS P-120), and will be based on the same drawings and specifications provided to the Government for its review.

The CMc’s cost estimator should follow the following guidelines in developing the estimates:

Unit costs are reasonable Quantity takeoffs are accurate All design elements are included Level of detail is appropriate to design stage Formats are correct Cost escalation factors are properly applied Balance of costs among building systems are acceptable Up-to-date scope modifications are reflected Overall project costs are within the project cost limitation Perform all necessary reconciliation and/or variance analysis

Per Chapter 2, Section 2 of the P-120, this project has been assigned a Triage Tool Rating of 4 and is funded with BA 55 funds.

2.7.2 Design Stage Cost Estimating

The CMc is tasked with reviewing the design documents and providing estimates in the same format required by the PBS P-120, Project Estimating Requirements for the Public Buildings Service. As a general matter, the P-100 requires the A/E to prepare cost estimates at certain stages of design. See Appendix A. Thus, the purpose of the CERPA portion of the report is for the Government to have the benefit of two, separate estimates at each major design stage: one from the A/E and one from the CMc.

The deliverable from the CMc shall: (1) be performed in the same level and detail as set forth in the P-100, Appendix A; (2) comply with the Cost Management Matrix found at Table A-1; and (3) comply with the cost-estimating requirements for capital construction projects as set forth in the P-120.

The Government will reconcile the CMc estimate with other estimates to ensure that the project being designed will be constructible within the project's budget and is consistent with the

Solicitation Number GS-04-P-17-BV-C-0008 established GMP. The reconciliation will not only focus on the total GMP, but will also take into account the major cost elements that make-up the total GMP (e.g., structural, MEP, exterior, general conditions, etc.). Large discrepancies or variances in the estimates (whether in whole or in part) should be reconciled prior to exercising the GMP Option.

If the design (or its major cost elements) appears to exceed the ECW, the CMc shall propose alternatives that will deliver the project at or below the GMP Option. The CMc and its major trade subcontractors, vendors, or suppliers shall participate in reconciliation meetings.

2.7.3 Value Management (VM)

The CMc concept has value management as one of its main objectives. During the Design Phase Services, the CMc Contractor shall lead the value management efforts. The CMc shall participate and provide professional experts in all disciplines for a two to three day value management workshop that will be held during the design stage. The A/E, CMa, GSA staff, and other government stakeholders will also participate in the workshop.

2.7.4 Life Cycle Cost Analysis

No CMc services required.

2.7.5 GSA Pricing Policy

The CMc shall assist GSA in the definition and the management of the tenant improvements (TI) and security components of the construction cost, including tracking core and shell, TI, and security costs separately throughout the Design Stage in accordance with GSA PBS Pricing Desk Guide. The TI and security components of the construction cost shall be comprised of separate cost estimates for each tenant (i.e. each client billing record).

At the time of final settlement of the CMc contract, the CMc shall assist GSA in establishing a final breakdown of the total CMc contract amount into a core and shell component and TI and security components for each tenant (i.e. each client billing record).

2.8 Project Management Responsibilities

2.8.1 Communications Plan

The CMc shall assist the GSA in developing and complying with a project communications plan.

This plan will be used and maintained throughout the project and modified as necessary to suit each project phase.

The CMc’s contractual responsibility is to the GSA only and not to other contractors, tenant agencies or local community interests where the project is located. The CMc shall direct all questions and requests from tenant agencies and local community interests to the GSA. Prior to contacting any parties other than the GSA regional personnel, the CMc shall confirm all meetings and/or communications with the GSA.

The CMc shall not release any oral, written or graphic information regarding this project to outside sources without obtaining prior consent from the GSA. All requests for information concerning the project must be referred to the GSA for response.

All presentations to non-GSA entities must be first approved by the GSA.

2.8.2 Detailed Project Schedule Development and Maintenance

Solicitation Number GS-04-P-17-BV-C-0008

The CMa will develop and maintain an integrated master project schedule throughout the course of the project. The CMc shall assist the CMa in the development and maintenance of this master project schedule.

Upon exercise of the CMc contract option for Construction Stage work, the CMc shall provide and maintain the construction schedules as further described in the construction documents. The CMa will incorporate the CMc construction schedules into the master project schedule. If the schedule updates indicate that the previously approved schedule may not be met, the CMa will make immediate recommendations to the GSA and other responsible parties for remedial action.

2.8.3 Project Progress Meetings/Presentations

During the Design Stage, the CMc shall attend AE hosted project progress meetings, and/or presentations, with the GSA and primary tenant group heads as required to keep all parties apprised of the design progress/status and impending activities. These meetings may coincide with meetings/presentations required at various phases below under the Scope of Services. The CMc shall host special project technical meetings as needed involving Project Delivery Team technical disciplines.

During the Construction Stage, the CMc shall conduct and the CMa will attend weekly progress meeting(s) and weekly subcontractor meeting(s). The CMc shall also attend construction oversight meetings with representatives from the GSA and the Project Delivery Team on a monthly basis.

2.8.4 Meeting Agendas, Attendance, Minutes and Correspondence The CMc shall prepare and distribute an agenda for each CMc hosted project meeting, in advance of the meeting date.

CMc representation at all meetings shall include those individuals having knowledge of the agenda topics and authority to make decisions and commit resources.

The CMc shall provide minutes of all CMc hosted project meetings and presentations to all attendees identifying new and unresolved old action items and associated responsible parties.

Minutes must be provided within seven calendar days after each meeting, but at least one calendar day prior to the next scheduled meeting.

The CMc shall reply to correspondence from the GSA, outside agencies, GSA contractors and construction subcontractors within 7 calendar days.

2.8.5 Design Quality Assurance

All A/E design submissions will undergo owner’s reviews, codes and standards reviews, and constructability reviews. This section is provided for the CMc’s reference and understanding, though the CMc is only responsible for providing constructability reviews.

2.8.5.1 Owner’s Review

GSA or its contractor (CMa) will perform owner’s reviews and provide thorough and detailed written review comments. The purpose is to ensure that established functional, aesthetic and spatial requirements of the project are satisfied.

2.8.5.2 Codes and Standards Review

GSA or its contractor (CMa) will perform codes and standards reviews and provide thorough and detailed written review comments. The purpose is to ensure that the proposed design complies with applicable regulations, codes, and standards referenced in this Statement of Work.

Solicitation Number GS-04-P-17-BV-C-0008

2.8.5.3 Constructability

Constructability of the project as designed is the sole responsibility of the CMc. To ensure that the design can be constructed within schedule and budget and that the sequencing of construction is planned for optimum efficiency, the CMc will assure that:

The level of design complexity is consistent with the project’s schedule and budget constraints.

Materials, processes, equipment and labor are appropriate and available.

Construction work required is in conformance with standard construction practices, and equipment, products, materials, fixtures, etc. are readily available in the marketplace, to the maximum extent possible.

Building systems are compatible and viable.

Drawings and specifications are complete and thoroughly coordinated among disciplines.

Defects, omissions, inconsistencies, conflicts, and ambiguities in documents are identified.

Drawings are coordinated for multiple construction phases, if applicable.

Site and building access, logistics, available storage and tenant occupancy requirements are accommodated.

Existing conditions are shown correctly and adequately.

Construction options and unit prices are logical, thoroughly described and understandable.

Construction details are appropriate, complete, thoroughly described and workable.

General requirements items are thorough and properly addressed.

Construction duration, phasing, and subcontracting plans are reasonable and logical.

2.8.5.4 Design Review Procedures

GSA or its contractor (CMa) will coordinate all design reviews, conduct owner’s and codes and standards reviews, and prepare desggn review reports. GSA or its contractor (CMa) will coordinate with the reviewing parties as necessary to reconcile any conflicting comments and consolidate all reconciled design review comments into a single design review report including all stakeholder review comments.

All reviewing parties are required to return comments no later than 14 calendar days following receipt of the Design Stage Submission.

GSA or its contractor (CMa) will prepare and submit the design review report to the A/E within 7 calendar days after comment due date.

The A/E will respond in writing to the design review comments within 7 calendar days after receipt of the design review report.

An Integrated Design Review (IDR) meeting will be held to discuss and resolve open items that remain after the A/E has had an opportunity to review and respond to all written comments. Participants in this meeting will include, at minimum, all reviewers who made comments and all design engineers who responded to the comments, as well as those project delivery team members knowledgeable of the issues to be discussed.

2.8.6 Electronic Project Management (ePM) System

2.8.6.1 General

The CMc shall use GSA’s web-based electronic Project Management (ePM) system, which is a fully configured version of Meridian Systems’ Proliance Construction Management Software. ePM is a web-based project management tool which provides GSA with an automated workflow, collaboration, document management and project management solution

Solicitation Number GS-04-P-17-BV-C-0008 to help manage GSA design and construction projects. ePM is integrated with GSA’s gBUILD (Green Building Upgrade Information Lifecycle Database) to share project creation and data storage information.

GSA uses ePM throughout the design and construction phases as a repository for all project information and as a tool to manage and monitor progress and modifications. Unless as otherwise provided, the CMc shall rely exclusively on ePM to post, review, access, comment on, collaborate, or otherwise submit all project information.

The current ePM minimum requirements (including IT equipment) can be found at:

http://www.gsa.gov/epm.

2.8.6.2 Project Collaboration and Documentation

The CMc shall effectively manage the ePM database including maintaining adequate staffing levels and ensuring that personnel attend the mandatory GSA-provided training sessions.

The CMc shall use ePM to upload, store, capture, preserve, record, maintain, update, and route all project-related documentation to comply with GSA's Document Security Requirements. Classified material is not permitted to be stored in this system.

The CMc shall use the workflow processes contained within ePM to submit and receive approval for all project deliverables.

The CMc shall continuously monitor and review ePM to ensure the CMc data is current through the completion of the close-out phase of construction.

The CMc is required to store documents from their subcontractors and vendors in ePM. If a subcontractor or vendor does not obtain an ePM license, the CMc shall be responsible for uploading and processing documents in ePM on their behalf.

2.8.6.3 Contents of ePM

The CMc shall use ePM as the electronic filing cabinet for all project-related correspondence and deliverables. The contract and SOW specify certain documentation that the Contractor shall provide during performance of the Contract. Project information that shall be posted in ePM includes, but is not limited to, the following:

Correspondence;

Schedules;

Estimates;

Submittals;

Requests for Information (RFIs); and Change Orders.

2.8.6.4 Equipment

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

2.8.6.5 Training

GSA will provide no cost training to familiarize team members with the ePM system; however, GSA will not reimburse the CMc for any travel related to any ePM training.

2.8.6.6 Support

Solicitation Number GS-04-P-17-BV-C-0008

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

2.8.6.7 Personnel Requirements

An HSPD-12 security clearance is required to access ePM. Project team members without an HSPD-12 clearance will need to work with the GSA Project Manager to initiate the clearance process, and request a temporary waiver for ePM access until clearance can be confirmed. A waiver means that once the individual’s HSPD-12 clearance is confirmed, an ePM username and password will be provided. Further information on HSPD-12 may be found at the following website: www.gsa.gov/hspd12. The time to process and obtain clearances may vary in length.

2.8.6.8 Data Ownership

GSA shall retain ownership of all data entered into the system and shall administrate and distribute all information contained therein.

2.8.7 Green Building Upgrade Information Lifecycle Database (gBUILD) No CMc services required.

2.9 Building Information Modeling (BIM)

The purpose of BIM is to enable the GSA to have explicit design information to facilitate an accurate review of the design intent and the design’s adherence to the program requirements. All BIM documents and deliverables shall be established in accordance with P-100 and GSA’s Building Information Modeling Guide, available at www.gsa.gov/bim.

The CMc is required to aid the A/E in supplying constructability, implementation, cost and other data in creating the BIM throughout the Design Services Phase. The CMc shall be proficient in BIM technologies and be able to assist the A/E in managing the model. The CMc will identify a BIM Coordinator as a member of its team.

2.10 Electronic/Print Media

All electronic submissions must be in a form readable by standard office automation applications.

Document submissions (e.g. schedules, cost breakdowns, etc.) should generally be submitted in PDF format, though GSA reserves the right to request submissions in native formats at no additional cost.

2.11 Personnel Security Requirements

In the performance of work required under this contract, all CMc personnel must present proper identification to gain access to occupied building areas housing federal operations. CMc personnel means CMc employees and CMc subcontractor employees at all tiers. This requirement does not apply to unoccupied building areas under construction, provided that access to any adjacent or surrounding occupied building areas housing federal operations is separately controlled.

CMc personnel requiring daily/weekly access to occupied building areas housing federal operations, over a period of 180 days or more, shall undergo background investigations conducted by the United States Government, and will be issued Government-wide standard secure and reliable forms of identification issued by the Federal Government (i.e., federal personal identity verification (PIV) credentials) as required under Homeland Security Presidential Directive-12 (HSPD-12). Credentialed CMc personnel must wear their PIV credential cards visibly above the waist at all times while in occupied building areas housing federal operations.

See Contract language for instructions on the processing of credentials.

Solicitation Number GS-04-P-17-BV-C-0008

2.11.1 Subcontracts

The CMc shall incorporate provisions in all applicable CMc subcontracts as necessary to ensure compliance with all requirements provided in this CMc Personnel Security Requirements section.

2.12 Document Security

Sensitive but unclassified (SBU) building information will be generated and/or must be disseminated to and stored by various parties in the course of executing this project. SBU building information is information that, if misused, poses a potential security risk to a building, its occupants and visitors, and/or its contents. Refer to the CMc Contract and PBS Order 3490.2 “Document Security for Sensitive but Unclassified Building Information” for detailed requirements.

2.13 Record Keeping

The CMc is responsible for preparing correspondence and other documentation and maintaining accurate and detailed records of the project's progress during each Phase. The CMc is responsible to maintain records so as to facilitate document storage and retrieval.

Solicitation Number GS-04-P-17-BV-C-0008

SCOPE OF SERVICES

The CMc shall perform all services described in this Scope of Services (including services required under exercised options, if any) in accordance with applicable requirements and provisions set forth in the General Requirements above.

3.1 Site Acquisition Stage

No CMc services required.

3.2 Pre-Design Stage

No CMc services required.

3.3 Design Stage

The A/E’s contract requires the A/E to follow the design process as set forth in the Facilities Standards for the Public Buildings Service (P-100). At the time of contract award to the CMc, the Government provided certain design- and project-related documents as part of the competition in order to, among others, award a firm-fixed-price base contract for the Design Phase Services and to establish pricing for the GMP Option. As a matter of policy, the Contracting Officer will not exercise the GMP Option until the Construction Documents are at least 75% complete. The Design Phase Services provides the opportunity for the CMc to maximize its understanding of the design requirements, the design intent, and the technical requirements of the Project.

3.3.1 Collaboration with the A/E

During the Design Phase Services, the A/E and the CMc collaborate 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 GSA 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…