Signed EGWW Contract GS-10P-09-LT-C-0053.pdf

ATTACHMENT 2 – CONTRACT TERMS AND CONDITIONS

1. 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these Address (es): www.arnet.gov/far (End of clause)

2. 52.202-1 I DEFINITIONS (MAR 2001)--ALTERNATE I (MAY 2001) (Reference 2.201)

3. 52.203-3 GRATUITIES (APR 1984) (Reference 3.202)

4. 52.203-5 COVENANT AGAINST CONTINGENT FEES (APR 1984) (Reference 3.404)

5. 52.203-7 ANTI-KICKBACK PROCEDURES (JUL 1995) (Reference 3.502-3)

6. 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR

ILLEGAL OR IMPROPER ACTIVITY (JAN 1997) (Reference 3.104-9)

7. 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY

(JAN 1997) (Reference 3.104-9)

8. 52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS (JUN 2003) (Reference 3.808)

8.1 52.203-13 CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (DEC 2008)

(Reference 3.1004(a))

8.2 52.203-14 DISPLAY OF HOTLINE POSTER(S). (DEC 2007) (Reference 3.1004(b))

9. 52.204-2 II SECURITY REQUIREMENTS (AUG 1996)--ALTERNATE II (APR 1984)

(Reference 4.404)

10. 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON RECYCLED PAPER (AUG

2000) (Reference 4.303)

10.1 52.204-7 CENTRAL CONTRACTOR REGISTRATION (APR 2008) (Reference 4.1104)

10.2 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL

(SEPT 2007) (Reference 4.1303)

10.3 52.204-10 REPORTING SUBCONTRACT AWARDS (SEPT 2007) (Reference 4.1401(a))

11. 52.209-6 PROTECTING THE GOVERNMENT'S INTEREST WHEN

SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED

FOR DEBARMENT (JUL 1995) (Reference 9.409)

12. 52.215-2 AUDIT AND RECORDS--NEGOTIATION (JUNE 1999) (Reference 15.209)

13. 52.215-10 PRICE REDUCTION FOR DEFECTIVE COST OR PRICING DATA (OCT

1997) (Reference 15.408)

14. 52.215-12 SUBCONTRACTOR COST OR PRICING DATA (OCT 1997) (Reference 15.408)

15. 52.215-15 PENSION ADJUSTMENTS AND ASSET REVERSIONS (DEC 1998)

(Reference 15.408)

16. 52.215-17 WAIVER OF FACILITIES CAPITAL COST OF MONEY (OCT 1997)

(Reference 15.408)

17. 52.215-18 REVERSION OR ADJUSTMENT OF PLANS FOR POSTRETIREMENT

BENEFITS (PRB) OTHER THAN PENSIONS (OCT 1997) (Reference 15.408)

18. 552.217-71 NOTICE REGARDING OPTION(S) (NOV 1992) (Reference 517.208)

19. 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (OCT 2000)

(Reference 19.708)

20. 52.219-28 POST-AWARD SMALL BUSINESS PROGRAM REREPRESENTATION

(APR 2009) (Reference 19.308)

21. RESERVED

22. 52.222-3 CONVICT LABOR (JUNE 2003) (Reference 22.202)

23. 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (FEB 1999) (Reference 22.810)

24. 52.222-26 EQUAL OPPORTUNITY (APR 2002) (Reference 22.810)

25. 52.222-35 EQUAL OPPORTUNITY FOR SPECIAL DISABLED VETERANS,

VETERANS OF THE VIETNAM ERA, AND OTHER ELIGIBLE VETERANS (DEC 2001)

(Reference 22.1308)

26. 52.222-36 AFFIRMATIVE ACTION FOR WORKERS WITH DISABILITIES (JUN 1998)

(Reference 22.1408)

27. 52.222-37 EMPLOYMENT REPORTS ON SPECIAL DISABLED VETERANS,

VETERANS OF THE VIETNAM ERA, AND OTHER ELIGIBLE VETERANS (DEC 2001)

(Reference 22.1308)

27.1 52.222-50 COMBATING TRAFFICKING IN PERSONS (FEB 2009) (Reference 22.1705(a))

28. 52.223-6 DRUG-FREE WORKPLACE (MAY 2001) (Reference 23.505)

29. 52.225-13 RESTRICTIONS ON CERTAIN FOREIGN PURCHASES (JUNE 2003)

(Reference 25.1103)

30. 52.227-1 AUTHORIZATION AND CONSENT (JUL 1995) (Reference 27.201-2)

31. 52.229-4 FEDERAL, STATE, AND LOCAL TAXES (State and Local Adjustments) (April 2003) (Reference 29.401-4)

32. 52.232-10 PAYMENTS UNDER FIXED-PRICE ARCHITECT-ENGINEER

CONTRACTS (AUG 1987) (Reference 32.111)

33. 52.232-17 INTEREST (JUNE 1996) (Reference 32.617)

34. 52.232-23 ASSIGNMENT OF CLAIMS (JAN 1986) (Reference 32.806)

35. 52.232-25 PROMPT PAYMENT (FEB 2002) (Reference 32.908)

36. 52.232-26 PROMPT PAYMENT FOR FIXED-PRICE ARCHITECT-ENGINEER

CONTRACTS (MAR 2001) (Reference 32.908)

37. 52.232-34 PAYMENT BY ELECTRONIC FUNDS TRANSFER--OTHER THAN

CENTRAL CONTRACTOR REGISTRATION (MAY 1999) (Reference 32.1110)

38. 52.232-35 DESIGNATION OF OFFICE FOR GOVERNMENT RECEIPT OF

ELECTRONIC FUNDS TRANSFER INFORMATION (MAY 1999) (Reference 32.1110)

39. 52.233-1 DISPUTES (JUL 2002) (Reference 33.215)

40. 52.233-3 PROTEST AFTER AWARD (AUG 1996) (Reference 33.106)

40.1 52.233-4 APPLICABLE LAW FOR BREACH OFCONTRACT CLAIM (OCT 2004)

(Reference 33.215(b))

41. 52.236-22 DESIGN WITHIN FUNDING LIMITATIONS (APR 1984)

(Reference 36.609-1) THE ESTIMATED CONSTRUCTION CONTRACT PRICE FOR THIS

PROJECT IS: $120,000,000.

42. 52.236-23 RESPONSIBILITY OF THE ARCHITECT-ENGINEER CONTRACTOR (APR

1984) (Reference 36.609-2)

43. 52.236-24 WORK OVERSIGHT IN ARCHITECT-ENGINEER CONTRACTS (APR

1984) (Reference 36.609-3)

44. 52.236-25 REQUIREMENTS FOR REGISTRATION OF DESIGNERS (JUNE 2003)

(Reference 36.609-4)

45. 52.242-13 BANKRUPTCY (JUL 1995)(Reference 42.903)

46. 52.242-14 SUSPENSION OF WORK (APR 1984) (Reference 42.1305)

47. 52.243-1 III CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE III (APR 1984)

(Reference 43.205)

48. 52.244-4 SUBCONTRACTORS AND OUTSIDE ASSOCIATES AND CONSULTANTS

(ARCHITECT-ENGINEER SERVICES) (AUG 1998)

(Reference 44.204)

49. 52.249-7 TERMINATION (FIXED-PRICE ARCHITECT-ENGINEER) (APR 1984)

(Reference 49.503)

50. 52.253-1 COMPUTER GENERATED FORMS (JAN 1991) (Reference 53-111)

50.1 52.222-39 NOTIFICATION OF EMPLOYEE RIGHTS CONCERNING PAYMENT OF

UNION DUES OR FEES (Dec 2004) (Reference 22.1605)

(a) Definition. As used in this clause—

“United States” means the 50 States, the District of Columbia, Puerto Rico, the Northern

Mariana Islands, American Samoa, Guam, the U.S. Virgin Islands, and Wake Island.

(b) Except as provided in paragraph (e) of this clause, during the term of this contract, the

Contractor shall post a notice, in the form of a poster, informing employees of their rights concerning union membership and payment of union dues and fees, in conspicuous places in and about all its plants and offices, including all places where notices to employees are customarily posted. The notice shall include the following information (except that the information pertaining to National Labor Relations Board shall not be included in notices posted in the plants or offices of carriers subject to the Railway Labor Act, as amended (45 U.S.C. 151-188)).

Notice to Employees

Under Federal law, employees cannot be required to join a union or maintain membership in a union in order to retain their jobs. Under certain conditions, the law permits a union and an employer to enter into a union-security agreement requiring employees to pay uniform periodic dues and initiation fees. However, employees who are not union members can object to the use of their payments for certain purposes and can only be required to pay their share of union costs relating to collective bargaining, contract administration, and grievance adjustment.

If you do not want to pay that portion of dues or fees used to support activities not related to collective bargaining, contract administration, or grievance adjustment, you are entitled to an appropriate reduction in your payment. If you believe that you have been required to pay dues or fees used in part to support activities not related to collective bargaining, contract administration, or grievance adjustment, you may be entitled to a refund and to an appropriate reduction in future payments.

For further information concerning your rights, you may wish to contact the National Labor

Relations Board (NLRB) either at one of its Regional offices or at the following address or toll free number:

National Labor Relations Board

Division of Information

1099 14th Street, N.W.

Washington, DC 20570

1-866-667-6572

1-866-316-6572 (TTY)

To locate the nearest NLRB office, see NLRB's website at http://www.nlrb.gov.

(c) The Contractor shall comply with all provisions of Executive Order 13201 of

February 17, 2001, and related implementing regulations at 29 CFR Part 470, and orders of the

Secretary of Labor.

(d) In the event that the Contractor does not comply with any of the requirements set forth in paragraphs (b), (c), or (g), the Secretary may direct that this contract be cancelled, terminated, or suspended in whole or in part, and declare the Contractor ineligible for further Government contracts in accordance with procedures at 29 CFR Part 470, Subpart B—Compliance

Evaluations, Complaint Investigations and Enforcement Procedures. Such other sanctions or remedies may be imposed as are provided by 29 CFR Part 470, which implements Executive

Order 13201, or as are otherwise provided by law.

(e) The requirement to post the employee notice in paragraph (b) does not apply to—

(1) Contractors and subcontractors that employ fewer than 15 persons;

(2) Contractor establishments or construction work sites where no union has been formally recognized by the Contractor or certified as the exclusive bargaining representative of the

Contractor’s employees;

(3) Contractor establishments or construction work sites located in a jurisdiction named in the definition of the United States in which the law of that jurisdiction forbids enforcement of union-security agreements;

(4) Contractor facilities where upon the written request of the Contractor, the Department of

Labor Deputy Assistant Secretary for Labor-Management Programs has waived the posting requirements with respect to any of the Contractor’s facilities if the Deputy Assistant Secretary finds that the Contractor has demonstrated that—

(i) The facility is in all respects separate and distinct from activities of the Contractor related to the performance of a contract; and

(ii) Such a waiver will not interfere with or impede the effectuation of the Executive order; or

(5) Work outside the United States that does not involve the recruitment or employment of workers within the United States.

(f) The Department of Labor publishes the official employee notice in two variations; one for contractors covered by the Railway Labor Act and a second for all other contractors. The

Contractor shall—

(1) Obtain the required employee notice poster from the Division of Interpretations and

Standards, Office of Labor-Management Standards, U.S. Department of Labor, 200 Constitution

Avenue, NW, Room N-5605, Washington, DC 20210, or from any field office of the

Department’s Office of Labor-Management Standards or Office of Federal Contract Compliance

Programs;

(2) Download a copy of the poster from the Office of Labor-Management Standards website at http://www.olms.dol.gov; or

(3) Reproduce and use exact duplicate copies of the Department of Labor’s official poster.

(g) The Contractor shall include the substance of this clause in every subcontract or purchase order that exceeds the simplified acquisition threshold, entered into in connection with this contract, unless exempted by the Department of Labor Deputy Assistant Secretary for Labor-

Management Programs on account of special circumstances in the national interest under authority of 29 CFR 470.3(c). For indefinite quantity subcontracts, the Contractor shall include the substance of this clause if the value of orders in any calendar year of the subcontract is expected to exceed the simplified acquisition threshold. Pursuant to 29 CFR Part 470, Subpart B—Compliance Evaluations, Complaint Investigations and Enforcement Procedures, the

Secretary of Labor may direct the Contractor to take such action in the enforcement of these regulations, including the imposition of sanctions for noncompliance with respect to any such subcontract or purchase order. If the Contractor becomes involved in litigation with a subcontractor or vendor, or is threatened with such involvement, as a result of such direction, the

Contractor may request the United States, through the Secretary of Labor, to enter into such litigation to protect the interests of the United States. (End of clause)

51. 552.232-70 INVOICE REQUIREMENTS (SEP 1999)

(a) Invoices shall be submitted in an original only, unless otherwise specified, to the designated billing office specified in this contract or order.

(b) Invoices must include the PEGASYS DOCUMENT NUMBER (PDN) number provided below or on the order. See Block 9 on Standard Form 252.

(c) In addition to the requirements for a proper invoice specified in the Prompt Payment clause of this contract or order, the following information or documentation must be submitted with each invoice: NONE (End of clause)

52. 52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES (APR 1984)

(a) The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter 1) clause with an authorized deviation is indicated by the addition of “(DEVIATION)" after the date of the clause.

(b) The use in this solicitation or contract of any General Services Administration Acquisition

Manual (48 CFR Chapter 5) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the name of the regulation.

53. CONTRACT ORGANIZATION

The Architect of Record (AOR) for this contract is SERA Architects.

54. KEY PERSONNEL

The following individuals/positions are considered KEY PERSONNEL:

PRINCIPAL (with Contract Signatory Authority) Donald Eggleston PROJECT MANAGER (Primary POC) Stuart Colby

Substitutions shall not be made without prior written approval by the Contracting Officer.

55. KEY SUBCONTRACTORS/CONSULTANTS (RESERVED)

56. ALTERNATE DISPUTE RESOLUTION

The Government requires the AE and all subcontractors to participate in resolving differences or disputes, if any, through the use of Alternate Dispute Resolution practices. Procedures that may be applied include negotiation, facilitation, mediation, fact-finding mini-trial, arbitration, or any combination thereof. ADR practices are to be integrated into partnership efforts. Use of ADR first does not limit the rights or remedies under the Disputes clause of this contract.

57. OPTION

The Contracting Officer shall issue a notice of GSA’s election to exercise an option to the AE two (2) weeks before the effective start date of that activity (as shown on the approved schedule).

The date to exercise a particular option of work may be extended by mutual agreement.

58. 552.217-71 NOTICE REGARDING OPTION(S) (NOV 1992)

The General Services Administration (GSA) has included an option for purchase additional quantities of supplies or services" in order to demonstrate the value it places on quality performance by providing a mechanism for continuing a contractual relationship with a successful Offeror that performs at a level which meets or exceeds GSA's quality performance expectations as communicated to the Contractor, in writing, by the Contracting Officer or designated representative. When deciding whether to exercise the option, the Contracting Officer will consider the quality of the Contractor's past performance under this contract in accordance with 48 CFR 517.207.

58. BILLING REVIEWS

A/E will bill monthly on work performed since the last payment. Invoice shall be accompanied by description of work performed for that pay period and percentage complete. The GSA reserves the right to conduct an “over the shoulder” review of the work in the A/E’s offices to verify progress.

59. POST AWARD AUDIT

Overhead rates are subject to audit after award. Rates proposed and relied on to reach final agreement on price are subject to adjustment/negotiations based on any post award audits.

60. RELEASE OF PROJECT INFORMATION

The A/E will not release any information regarding this project to outside sources without obtaining prior consent from the GSA. This includes oral, written or graphic representations to the press and professional organizations.

61. DRAWING SECURITY REQUIREMENTS

Drawings of Federal buildings are considered “sensitive but unclassified” documents. The A/E shall follow the requirements of PBS Order 3490.1, dated March 8, 2002, regarding the security of these documents.

62. OWNERSHIP OF DOCUMENTS

All design work product developed, as a result of this scope of services is property of the GSA.

STATEMENT OF WORK

ATTACHMENT 3 - SCOPE OF WORK

Contents Page

Project Description 2

General Requirements 3

Design Process Summary 5

Base Building Core and Shell Package 6

Tenant Improvement Package 9

Exhibits:

1 Tenant List (to be furnished at a later date)

PROJECT DESCRIPTION

Edith Green Wendell Wyatt (EGWW) Federal Building Modernization Project at 1220 SW Third Avenue, Portland, OR.

Originally (approximately 2 years ago), this project envisioned a building upgrade to include ADA restrooms, seismic, electrical, HVAC distribution, complete building re-cladding, secure entry, blast and seismic resistance, lower level exit, 1st Impressions, tenant space, finishes, HVAC replacement, and security system equipment. The goal was to achieve LEED Silver Certification. Work involves renovation of about 500,000 gsf of space. The project was put on hold when Congress did not appropriate the construction funding.

This project is now being funded under American Recovery and Reinvestment Act (ARRA).

The project is being re-scoped to align more closely with the High Efficiency Green Building requirements (Energy Independence and Security Act, EISA) as mandated by ARRA. The re-scoping effort will include a workshop hosted by GSA in EGWW.

SPECIAL EMPHASIS: This project is being used to advance GSA’s (R10) understanding of collaborative delivery (CMc delivery with GMP contract type) and to test changes needed to move from collaborative delivery to integrated. Both delivery models assume placement of contracts for the AE and Constructor TEAMS (subconsultants and subcontractors) before the technical requirements packages are fully developed. By having the AE team work with the Builder team, cost constraints, schedule constraints, constructability issues, material substitution, design clarifications, and change order resolution activity can be performed “on paper” as opposed to during actual construction.

Integrated/Collaborative delivery assumes all parties take an active ownership stake in the project and use “what’s in the best interest of the project” as the principal criteria in decision making. Integrated/Collaborative delivery is relationship based (not transactional/paper based). Integrated/Collaborative delivery is dynamic, with fluid scope (added, deleted and moved within the project team). Integrated/Collaborative delivery requires all parties to the contracted effort be willing and able to redefine and reinvent the way work is done from the project beginning to project end, including, but not limited to the use of guiding principals, scoping by task list, joint scoping, and “just-in-time” decision making. Integrated/Collaborate delivery assumes a 3-legged stool of (active/decisive) Owner, AE (team), Builder (team).

GENERAL REQUIREMENTS

This part outlines general contract requirements that regulate the scope of work for this project.

GSA may contract with an independent cost consultant or a construction manager to independently verify cost during the design process. In the case of a differing opinion regarding cost, the A/E will conduct a reconciliation effort to understand and document differences of opinions if requested by GSA.

Procurement Method for Construction: This project will be procured in the following order of preference:

CMc (Construction Manager as (General) Contractor) CMc Design Build (option)

A/E Project Manager: The A/E shall designate one person as the A/E Project Manager. The A/E Project Manager shall be the single point of contact between GSA and the A/E Team.

Technical Deliverables: The A/E will develop and maintain an index of all required deliverables.

Project Schedule: The A/E will develop and maintain a schedule for production of all technical deliverables.

Project Progress Meetings: Attend and actively participate in project progress meetings.

Assume principal meeting weekly, half team at least monthly.

Meeting Minutes: Assume some responsibility for documenting meeting activity. Meeting documentation limited to agreements reached, open issues, issues assigned and due dates.

Documentation will be generated using “native applications/systems” to the greatest extent possible.

Data Management: A detailed data management process will be developed identifying information to be developed and maintained, applications or systems used, frequency of publication, extent of distribution/coordination.

Correspondence: A detailed correspondence/communication process will be developed.

Preference will be for face-to-face discussions, telephone conversations, phone messages, and EMAIL. Project management will be accomplished, to the greatest extent practicable, in meetings.

Authorities: The GSA Contracting Officer is the sole entity with the authority to award and modify the scope of this contract. The A/E is prohibited from initiating any changes that may result in an increase in the contract amount, or would result in any delay to the work without expressed written documentation from the GSA Contracting Officer.

Coordination of Audio Visual, Telecommunication and Technology Designer(s): Extent of effort to be determined later.

Coordination with Tenant Furniture Layout and Designer: Extent of effort to be determined later.

Coordination of existing and new security equipment in order to provide the necessary conduits, cable trays etc. for all of the security equipment to ensure they are operable after being installed or reinstalled.

Coordination with ESPC Contractor: Not anticipated on this contract.

PDRI Workshops: Will be scoped and added to the contract by modification, if needed.

DESIGN PROCESS SUMMARY

This project is organized into two primary packages, (package 1) the Base Building package consisting of the building core and shell and addition of the secure underground facility, site work, building services, utilities, mechanical, electrical, main telecommunication, lobbies and common public areas and (package 2) the Tenant Improvement package (see exhibit 1).

The design for this project is composed of two separate parts, Core/Shell including Site work, Secure Underground Facility Addition, Building-Out Services & Common Spaces and the Tenant Improvement part of building-out. These parts are in turn comprised of incremental programming/planning and design phases.

The Preliminary Design Concepts: COMPLETED UNDER SEPARATE CONTRACT

Peer Review: Assume some design and construction peer activity will be required. Effort will be limited, principally to participation in peer meetings.

Commissioner’s Approval: Assume some additional approval or coordination (scope change since initial approval) will be required. Actual requirement will be added by modification at a later date if needed.

Regulating Documents (Standards & Guidelines): All design work and related submittals will fully comply with the latest version of the following documents at the time of contract award.

This list will be updated before the option is ordered.

GSA P100, Facilities Standards for the Public Buildings Service GSA CAD Standards GSA New Pricing Guidelines DOJ Vulnerability Assessment of Federal Facilities ISC Security Design Criteria

Specific requirements listed in this scope of work augment the scope of deliverables outlined in, General Submission Requirements, New Construction and Modernizations, P100 Facilities Standards for each design option. A submittal requirement listed in the P100 can only be nullified by specific instructions within this scope of work, or a contract modification to this scope of work.

BASE BUILDING, CORE/SHELL (Package)

This part outlines specific contract requirements in support of the design of the Base Building package consisting of the Core/Shell of the building and to include Preservation of the Exterior, the Secure Underground Facility Addition, Site work, Building Services, Utilities, Mechanical, Electrical, Seismic Upgrade, Lobbies and other common areas. The Tenant Improvements (TI) Package shall coincide with the design phases for the Base Building, Core/Shell Package.

The design effort required has been organized as follows:

PRE-DESIGN (Phase): PREVIOUSLY COMPLETED, SECTION RESERVED

PRELIMINARY CONCEPTS (Phase): PREVIOUSLY COMPLETED, SECTION

RESERVED

FINAL CONCEPT (Phase): PREVIOUSLY COMPLETED, SECTION RESERVED

UPDATE DESIGN DEVELOPMENT (Phase)

UPDATE CONSTRUCTION DOCUMENTS (Phase)

CMc INTEGRATION AND DESIGN PHASE INTERACTION (Phase)

CONSTRUCTION ADMINISTRATION (Phase)

POST CONSTRUCTION SUPPORT SERVICES (Phase)

UPDATE DESIGN DEVELOPMENT (Phase)

Design development documents generated under prior contracts will be updated to reflect project scope changes and any new regulatory requirements.

Before pricing this phase the AE will submit a detailed recommendation addressing, as a minimum, the following:

a. Changes needed to reflect new regulatory requirements;

b. Changes needed to align project scope with approved workshop recommendations;

c. Changes that would expedite or facilitate the effective integration of the CMc, the CMc’s critical subcontractors with the A-E and A-E subconsultants;

d. Changes that would more closely align GSA design development document (requirements) with the current commercial “state-of-the-art” equivalents;

e. Changes that should be accomplished concurrent with/or as a supplement to documents typically produced during the construction administration phase by either A-E or CMc (effort that can be accomplished in collaboration with the construction team members during MEP coordination, submittal development/reviews; shop or fabrication drawings, etc.).

UPDATE CONSTRUCTION DOCUMENTS (Phase)

Construction Documents generated under prior contracts will be updated to reflect project scope changes and updated Design Development submittals.

Before pricing this phase the AE will submit a detailed recommendation addressing, as a minimum, the following:

a. Changes needed to reflect new regulatory requirements;

b. Changes needed to align project scope with approved workshop recommendations;

c. Changes that would expedite or facilitate the effective integration of the CMc, the CMc’s critical subcontractors with the A-E and A-E subconsultants;

d. Changes that would more closely align GSA Construction Document (requirements) with the current commercial “state-of-the-art” equivalents;

Bid Options:

CMc INTEGRATION AND DESIGN PHASE INTERACTION (Phase)

This option is to provide full support to GSA during the CMc design phase activity. Services that may be required are as during the project bidding, or negotiation process. Potential services required (subject to discussion/negotiation before the option is exercised) follow. The list is for illustration only.

Help formulate subcontract selection processes and participate in selection activity.

Jointly develop team processes and protocols for all required reviews.

Jointly develop team processes for managing RFI’s, submittals, schedules and QC/QA activity.

Assist the CMc or CMc team member with additional market research or alternatives analysis.

Attend Pre-Bid Conference.

Attend Contractor Pre-Bid Site Visit/Walkthrough.

CONSTRUCTION ADMINISTRATION AND POST CONSTRUCTION CONTRACT

SERVICES (Phase)

This option is to provide support to GSA during the construction of the project. The following is a list of services needed. The list is representative of CA effort, not all CA services that will be needed are identified.

Submittal Processing

RFI Processing

Site Visits and Inspections

Attend Project Meetings, to include, but not limited to:

Owner, Architect, Contractor Master Schedule Checkbook

MEP

Fire-Life-Safety

QA/QC

Safety Schedule

Change Order Processing, specifically technical review and alternatives analysis.

Active Participation in Tenant and Project Communication Plans and Processes

Closeout

TENANT IMPROVEMENT PACKAGE DEVELOPMENT (Phase)

This part of the scope of work is for the detailed development of: SEE TENANT LIST. **

The Tenant Improvements (TI) Package activity shall be performed concurrently with the design phases for the Base Building, Core/Shell Package.

The design effort for the Tenant Improvement Package is similar to the Core/Shell package with the exception the programming phase and space program phase. The package is organized as follows:

PRE-DESIGN (Phase)

DESIGN DEVELOPMENT (Phase)

CONSTRUCTION DOCUMENTS (Phase)

BID AND NEGOTATIONS (Phase)

CONSTRUCTION ADMINISTRATION (Phase)

POST CONSTRUCTION SUPPORT SERVICES (Phase)

The programming/space planning phase is considered a base service ordered when the contract is issued. All other design phase activities are options that can be exercised unilaterally by GSA.

Phase descriptions and requirements follow. They are to illustrate the potential breadth of services needed. The actual scope will be discussed and negotiated before the option for the service is ordered.

Pre-design/Programming/Space Planning Site Analysis (Phase)

Introduction of the programming process to the tenants: Review the purpose of the programming activity, present schedule of events, introduce programming professionals, explain the data gathering process and form to the tenants. A/E may consider conceptual alternatives on space planning, systems furniture, and work place productivity. AE may also describe and provide diagrammatic and photographic examples of such ideas as teaming, hoteling, local lighting control and other work place productivity concepts.

Interview Process: Prior to conducting scheduled interviews that are to be arranged with the cooperation of the GSA. The A/E will inform tenant representatives of the requirements listed in the applicable guidance documentation such as the P100 and shall report on any deviation between the regulating documentation and the tenant’s stated requirement.

Programming Report: This option is for the detailed subdivision of each tenant work group into individual work units. A work unit is defined as the immediate area serving one occupant. In addition to the quantification of work unit requirements, the report will also serve to record relationships between work unit groupings.

Final Space Program Update: This submittal is to verify the applicability of the Final Space Program based on any revised tenants requirements.

Based on the revised Final Space Program, develop a fully dimensioned preliminary Space Plan showing the following:

Wall thickness Location of all electrical, telecommunication, and data outlets Location of all equipment and furniture Systems Furniture layouts Doors and swings Keying Hierarchy Area per work unit in square feet to the inside of wall surface Signage/room numbering system Finish boards showing samples of all floor, ceiling and wall finishes utilized Final Concept Design for the spaces listed in 2 above

Design Development (Phase)

Changes to the Draft Final Space Plan incorporating the written comments of the GSA. A written report itemizing changes responding to each written comment shall be included in this submittal.

Tenant Improvement Construction Documents

Development and issuance of a separate tenant improvements build-out construction contract integrated with the core/shell contract. The A/E will integrate the Final Space Plan or Concept/Design Development produced by earlier stages of design with the

Core/Shell construction contract including all issued addenda, clarifications, and change orders.

There is only one submission in the Final Construction Documents

ATTACHMENT 4 - EXCLUSIONS

1. Haz-mat survey and abatement.

2. Field investigation and destructive testing by contractors and / or test agencies for evaluation of cladding and cost to repair or replace cladding damaged during field investigation.

3. No explosive testing is required of any design component of the building.

4. No parametric studies of alternative blast resistant design concepts.

5. Preparation of Furniture Acquisition Plans (FAPS) or existing furniture inventories.

6. Coordination of tenant relocations.

7. Design, specification and preparation of cost estimates for tenant Audio-Visual and Telecommunication systems is excluded. A/E services include design and specification of empty conduits, raceways, raised floor, cable tray etc and design of utility power supply and room cooling capacity for these systems. Locations, sizes and capacities will be coordinated with the client's Audio-Visual and Telecommunication systems consultants. Devices will be installed and wires pulled by the client's Audio-Visual and Telecommunication systems contractor.

8. Design, specification and preparation of cost estimates for security systems is excluded. A/E services include design and specification of empty conduits, raceways, cable tray etc and design of utility power supply and room cooling capacity for these systems. Locations, sizes and capacities will be coordinated with the client's security systems consultants. Devices will be installed and wires pulled by the client's security systems contractor.