MGEJB Backfill_CMc SOW_2020 May 28.pdf

CMc Design & Construction Phase May 28, 2020

MGEJ Bean Federal Center Backfill Prospectus

General Services Administration

Public Buildings Service

Construction Manager as Constructor (CMc)

Statement of Work (SoW)

PROJECT IDENTIFICATION

Project Name: Bean Federal Center Lease Backfill Project

Project Number: PIN-1703-IN18

Region: Region 5, Great Lakes Region.

Building Name: Major General Emmett J. Bean Federal Center

Building Address: 8899 East 56th Street, Indianapolis, Indiana 46249

CMc Design & Construction Phase May 28, 2020

TABLE OF CONTENTS

I. PROJECT DESCRIPTION 4

A. Base Contract Scope Summary 4 B. Optional Services 5

II. GENERAL REQUIREMENTS 6

A. Project Duration and Schedule Milestone 6 B. Reference Materials 6

1. Standards and Criteria Documents 6 C. Project Team and Communications 8

1. Project Delivery Team 9

2. Architect/Engineering Firm (A/E) 10

3. Construction Manager as Agent (CMa) 10

4. Commissioning Agent (CxA) 10

5. Communications Plan 11

D. Personnel Security Requirements 11 E. Project Management 11 F. Design Stage Progress Payments 13 G. Travel 14 H. Project Delivery Requirements 14

1. Construction Excellence 14

2. Art in Architecture Program AiA 14

III. SCOPE OF SERVICES 16

A. SCOPE OF DESIGN STAGE SERVICES 16

1. Design Stages in General 16

2. Collaboration with the A/E 16

3. Meetings 16

a) Project Initiation Meeting 17

b) Risk Management Workshops Error! Bookmark not defined.

c) Design Submission Reviews 17

d) Building Information Modeling (BIM) 18

e) Consultation, Progress Meetings, and Presentations 17

f) Systems Selections Analysis Meetings and Mockups 18

g) Value Management 18

h) Partnering 18

4. Deliverables 19

a) Required Deliverables 19

b) Identification of the CMc Team Error! Bookmark not defined.

c) Constructability Review 19

d) Cost Estimating, Reconciliation, and Proposed Alternatives

(CERPA) 20

e) Preliminary Project Schedule and Analysis 20

f) Construction Work Sequencing and Phasing Plan 20

g) Early Work Packages 21

h) Modifications to the Risk Registry 21

i) Optional Services Error! Bookmark not defined.

CMc Design & Construction Phase May 28, 2020

B. SCOPE OF CONSTRUCTION STAGE SERVICES 21

1. Pre-Construction Conference 21

2. Submittal Schedule 21

3. Project Progress Meetings 21

4. Inspections and Testing 22

5. Project Record Documents 22

6. Clarifications/ Requests for Information / Change Orders 22

7. Payment Requests 22

8. CMc Contingency Allowance 23

9. Construction Excellence Peer Reviews (CE PR) 23

10. Art-in-Architecture (AiA) Installation 23

11. Commissioning 23

12. Pre-Turnover Process Error! Bookmark not defined.

C. SCOPE OF SERVICES DURING THE TURNOVER & CLOSEOUT STAGEError! Bookmark not defined.

1. Turnover Process 23

2. Final Record Documents 24

3. Material Samples, Attic Stock and Spare Parts 24

4. Preparations for Occupancy 24

5. Project Awards/LEED Certification/Dedication Ceremony 25

6. Contract Closeout 25

IV. APPENDIX A - REFERENCE DOCUMENTS 26

CMc Design & Construction Phase May 28, 2020

I. PROJECT DESCRIPTION

This Statement of Work (SOW) is for Construction Manager as Constructor (CMc) for the renovation project of approximately 200,000 square feet (sf) at the The Major General Emmett J. Bean Federal Center (Bean Center).

GSA has contracted with a separate architect-engineer (A/E) firm that is responsible for developing complete design and construction documents for this Project. In addition, GSA has contracted with a separate Construction Management Advisor (CMa) firm with Commissioning Agent (CxA) services to provide certain services during the design and construction stages of this Project. A copy of the AE and CMa/CxA statements of work (SOW) are included in Section IV Appendix. GSA has also issued an additional, separate contract to an artist under the Art-in-Architecture program.

The MGEJ Bean Center was named after Major General Emmett J. Bean, a commander of the Army Finance Center in St. Louis, and who coordinated the Center's move to Indianapolis.

The building was once part of Ft. Benjamin Harrison, a former military installation. Ft.

Benjamin Harrison closed in 1995 and ownership of the building was transferred from the Department of Defense (DoD) to GSA in October 1996. This 3-story building of approximately

1.66 million gross square feet is currently being used as a multi-tenant office building. It was modernized and renovated in 2003 to an office space type interior from its previous use as a DoD records storage facility and is eligible for listing on the National Register of Historic Places.

The current MGEJ Bean Center’s primary tenant is consolidating their utilization of space.

This will result in approximately 200,000 sf of vacant space which the GSA intends to backfill with new federal agency occupancies currently housed in leased office space in the Indianapolis area. Design services, which will be accomplished through a separate contract, will be necessary for the renovations and alterations of vacant space to meet; the functional requirements of prospective tenants, fulfill policy and regulatory criteria, and provide state of the art workplaces that help define interior design standards for the building. Designed solutions shall be consistent with the latest objectives of GSA, prospective tenants, and best practices in architectural planning and design.

The primary customers for this project are U.S. Customs and Border Protection (CBP) and the U.S. Marine Corps (USMC). The space required by these prospective tenants is primarily general office space including; both open office area and private offices, ancillary and support space such as conference rooms, secure sensitive areas and storage.

A. Base Contract (Design Stage) Services

The Design Stage of this project shall include all services taking place prior to or preceding the Construction Stage. This Statement of Work (SOW) primarily focuses and outlines the Design Stage services not otherwise provided for in the Contract Design Documents that the CMc Contractor shall be required to perform. The CMc Contractor is required to complete the Design Stage Services for the firm-fixed-price set forth in the Contract Price Schedule.

CMc Design & Construction Phase May 28, 2020

As a general matter, the CMc Contractor shall review and become familiar with the scope of services under the A/E’s SOW contract, especially the various standards, guidelines, policies, and documents (also see Section II.B. Reference Materials below) required to develop the design and construction documents. This review and familiarization is vitally important as part of the Pre-Construction Services as the primary tasks of the CMc Contractor during the Design Stage are to provide constructability and cost estimation reviews of the A/E’s submissions (see Section III.A). At its core, the CMc Contractor 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.

B. Option (Construction) Services

This Option relates to the Construction Stage Services that will be required by the

CMc Contractor. These services, as outlined within this SOW, provide a general and brief description of services the CMc Contractor shall be required to perform during the Construction Stage (see Section III.B). In the event of a discrepancy between

Construction Stage services outlined within this SOW and the A/E’s Construction

Documents (CDs), the CD shall take precedence.

Prior to the exercise of this Option, the Government and the CMc Contractor shall agree on the Estimated Cost of the Work (“ECW”), which when combined with the

Fee and the Construction Contingency Allowance shall not exceed the Guaranteed

Maximum Price (GMP). Upon exercise of this Option for Construction Stage services, the CMc Contractor shall be held responsible for completing the construction stage work in its entirety.

CMc Design & Construction Phase May 28, 2020

II. GENERAL REQUIREMENTS

Requirements in this section shall apply to both the Base and Option services and all project stages. The CMc Contractor shall understand and fully comply with the Principles of Federal Contracting, including contract administration, in accordance with Federal Acquisition Regulation (FAR), the General Services Administration Acquisition Manual (GSAM), and Public Buildings Services acquisition policy.

As a general matter, the Facilities Standards for the Public Buildings Service (P-100) represents the overarching document that governs the CMc Contractor’s performance of work.

In addition, other policies and procedures (such as those listed in Section II.Bl. Reference Materials below) provide detailed procedures and requirements that the CMc Contractor shall follow. The primary purpose of this Statement of Work (SoW) is to set forth services that the CMc Contractor shall provide in addition to the services that will be outlined in final, approved Construction Documents (drawings and specifications), which shall be completed by the separate Architect/Engineering (A/E) firm hired as part of this project.

A. Project Duration and Schedule Milestone The project’s general milestone schedules are identified below, and are not indicative or representative of the entire list of anticipated deliverables, tasks, reviews, meetings, and/or due dates as defined within this SOW. Preliminary full project milestone schedule is included in Section IV, Appendix for CMc Contractor’s reference. The finalized project duration(s) and key milestone dates will be located in the Construction Documents.

The CMc Contractor is directed to review the milestone data and base their proposal per the dates indicated below:

Design Documents (DDs) Complete December 2020

Construction Documents (CDs) Complete July 2021

Construction NTP September 2022

Construction Substantial Completion May 2024

Construction Final Completion August 2024

B. Reference Materials

There are two types of Reference Materials. The first type are project-specific planning documents and information listed in Section IV, Appendix. The second type are the Standards and Criteria Documents, which are specifically set forth below.

1. Standards and Criteria Documents All designs developed under this contract must comply to the maximum extent feasible with the following GSA Standards and Guidelines and federal, state and local codes and laws. The latest edition of these codes and standards in effect at the

CMc Design & Construction Phase May 28, 2020 time the design is started must be used throughout the design and construction stages of this project.

● GSA, PBS P-100, Facilities Standards for the Public Buildings Service

○ http://www.gsa.gov/p100

● GSA National Business Space Assignment Policy

○ https://www.gsa.gov/cdnstatic/NBSAP_Feb_2013.pdf

● GSA Pricing Desk Guide, 4th Edition

○ https://www.gsa.gov/cdnstatic/Pricing_Desk_Guide_4th_Ed__2014.6.5_LP

OE_update_FINAL.pdf

● ePM Requirements

○ http://www.gsa.gov/epm

● General Services Administration Criteria

○ http://www.wbdg.org/ffc/gsa/criteria

● GSA, PBS P-120, Project Estimating Requirements

○ https://www.gsa.gov/cdnstatic/P_120.pdf

● Key Sustainable Products Standards

○ https://www.gsa.gov/cdnstatic/KSP_report_for_071415_%281%29.pdf

● GSA PBS National Environmental Policy Act (NEPA) Desk Guide

○ https://www.gsa.gov/cdnstatic/PBS_NEPA_Deskguide.pdf

● GSA, PBS Asbestos Policy

○ https://www.gsa.gov/directives-library/asbestos-policy-10001-pbs

● GSA, Fire Protection and Life Safety, Design and Construction Responsibilities

○ https://www.gsa.gov/real-estate/environmental-programs/fire-protection-and-life-safety/design-and-construction

● GSA, Design and Construction Overview

○ https://www.gsa.gov/real-estate/design-and-construction-overview

● GSA, Building Information Modeling Guide

○ https://www.gsa.gov/real-estate/design-construction/3d4d-building-information-modeling/bim-guides

● GSA, Commissioning Program

○ https://www.gsa.gov/real-estate/design-construction/commissioning/commissioning-program

● GSA, PBS Building Commissioning Guide

○ https://www.gsa.gov/cdnstatic/BCG_3_30_Final_R2-x221_0Z5RDZ-i34K-pR.pdf

● GSA, Design Excellence Policies and Procedures

○ https://www.gsa.gov/real-estate/design-construction/design-excellence/design-excellence-program/design-excellence-policies-and-procedures

● GSA, Construction Excellence

○ https://www.gsa.gov/real-estate/design-construction/construction-excellence

● GSA, PBS CAD Standards

○ https://www.gsa.gov/cdnstatic/PBS_CAD_Standards.pdf

● GSA Guiding Principles Checklist for New Construction and Major

Modernization Projects

○ https://www.gsa.gov/cdnstatic/Design_and_Construction/2016_Guiding_Pri http://www.gsa.gov/p100 https://www.gsa.gov/cdnstatic/NBSAP_Feb_2013.pdf https://www.gsa.gov/cdnstatic/Pricing_Desk_Guide_4th_Ed__2014.6.5_LPOE_update_FINAL.pdf https://www.gsa.gov/cdnstatic/Pricing_Desk_Guide_4th_Ed__2014.6.5_LPOE_update_FINAL.pdf http://www.gsa.gov/epm http://www.wbdg.org/ffc/gsa/criteria https://www.gsa.gov/cdnstatic/KSP_report_for_071415_%281%29.pdf https://www.gsa.gov/cdnstatic/PBS_NEPA_Deskguide.pdf https://www.gsa.gov/directives-library/asbestos-policy-10001-pbs https://www.gsa.gov/real-estate/environmental-programs/fire-protection-and-life-safety/design-and-construction https://www.gsa.gov/real-estate/environmental-programs/fire-protection-and-life-safety/design-and-construction https://www.gsa.gov/real-estate/design-and-construction-overview https://www.gsa.gov/portal/getMediaData?mediaId=227487 https://www.gsa.gov/real-estate/design-construction/3d4d-building-information-modeling/bim-guides https://www.gsa.gov/real-estate/design-construction/3d4d-building-information-modeling/bim-guides https://www.gsa.gov/real-estate/design-construction/commissioning/commissioning-program https://www.gsa.gov/real-estate/design-construction/commissioning/commissioning-program https://www.gsa.gov/cdnstatic/BCG_3_30_Final_R2-x221_0Z5RDZ-i34K-pR.pdf https://www.gsa.gov/cdnstatic/BCG_3_30_Final_R2-x221_0Z5RDZ-i34K-pR.pdf https://www.gsa.gov/real-estate/design-construction/design-excellence/design-excellence-program/design-excellence-policies-and-procedures https://www.gsa.gov/real-estate/design-construction/design-excellence/design-excellence-program/design-excellence-policies-and-procedures https://www.gsa.gov/real-estate/design-construction/design-excellence/design-excellence-program/design-excellence-policies-and-procedures https://www.gsa.gov/real-estate/design-construction/construction-excellence https://www.gsa.gov/real-estate/design-construction/construction-excellence https://www.gsa.gov/cdnstatic/PBS_CAD_Standards.pdf

CMc Design & Construction Phase May 28, 2020 nciples_Checklist_07242018.pdf

● Implementing Value Engineering

○ https://www.gsa.gov/real-estate/design-construction/engineering-and-architecture/value-engineering/implementing-value-engineering

● GSA, Information Technology Policy

○ https://www.gsa.gov/policy-regulations/policy/information-technology-policy

● GSA, order 2100.1J GSA Information Technology (IT) Security Policy

○ https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GS A_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28- 2016).action

● IT Security Procedural Guides

○ https://www.gsa.gov/about-us/organization/office-of-the-chief-information-officer/chief-information-security-officer-ciso/it-security-procedural-guides

● Office of Mission Assurance (OMA) HPSD-12 Branch

○ https://www.gsa.gov/technology/government-it-initiatives/identity-credentials-and-access-manage/office-of-mission-assurance-oma-hspd12-branch

● Historic Preservation Policy, Tools and Resources

○ https://www.gsa.gov/real-estate/historic-preservation/historic-preservation-policy-tools-resources

● Whole Building Design Guide

○ http://www.wbdg.org/ffc/federal-facility-criteria

● GSA, Total Workplace Program

○ https://www.gsa.gov/governmentwide-initiatives/total-workplace

● GSA, PBS NEPA Desk Guide, October 1999

○ https://www.gsa.gov/cdnstatic/PBS_NEPA_Deskguide.pdf

● Architectural Barriers Act Accessibility Standards (ABAAS)

○ https://www.gsa.gov/cdnstatic/ABAAS_FAQ_v2b_R2C15-e_0Z5RDZ-i34K-pR.pdf

● Appendix E Accessibility Standards

○ https://www.gsa.gov/cdnstatic/Accessibility-AppendixE_1-18-11_508c.pdf

● GSA, Spatial Data Management Program

○ https://www.gsa.gov/real-estate/design-construction/spatial-data-management-overview

C. Project Team and Communications

The parties to this contract are the Construction Manager as Constructor (CMc or CMc Contractor), and the United States of America, acting by and through the General Services Administration (GSA). GSA may be referred to as “Owner” throughout the contract documents and project. The primary Customers for this project is the U.S.

Customs and Border Protection (CBP) and the U.S. Marine Corps (USMC).

The individual authorized to act on the behalf of the GSA in the administration of this contract is the Contracting Officer (CO). The GSA CO may delegate certain of his or her authorities to others who will be known as the Contracting Officer’s Representative (COR) and if so, will notify the CMc, in writing, of the specific authorities delegated to, https://www.gsa.gov/real-estate/design-construction/engineering-and-architecture/value-engineering/implementing-value-engineering https://www.gsa.gov/real-estate/design-construction/engineering-and-architecture/value-engineering/implementing-value-engineering https://www.gsa.gov/policy-regulations/policy/information-technology-policy https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action https://gsa.gov/portal/mediaId/129634/fileName/CIO_21001J_CHGE_1_GSA_Information_Technology_(IT)_Security_Policy_(Posted_Version_4-28-2016).action https://www.gsa.gov/about-us/organization/office-of-the-chief-information-officer/chief-information-security-officer-ciso/it-security-procedural-guides https://www.gsa.gov/about-us/organization/office-of-the-chief-information-officer/chief-information-security-officer-ciso/it-security-procedural-guides https://www.gsa.gov/real-estate/historic-preservation/historic-preservation-policy-tools-resources https://www.gsa.gov/real-estate/historic-preservation/historic-preservation-policy-tools-resources http://www.wbdg.org/ffc/federal-facility-criteria https://www.gsa.gov/governmentwide-initiatives/total-workplace https://www.gsa.gov/cdnstatic/PBS_NEPA_Deskguide.pdf https://www.gsa.gov/cdnstatic/ABAAS_FAQ_v2b_R2C15-e_0Z5RDZ-i34K-pR.pdf https://www.gsa.gov/cdnstatic/ABAAS_FAQ_v2b_R2C15-e_0Z5RDZ-i34K-pR.pdf https://www.gsa.gov/cdnstatic/Accessibility-AppendixE_1-18-11_508c.pdf https://www.gsa.gov/real-estate/design-construction/spatial-data-management-overview https://www.gsa.gov/real-estate/design-construction/spatial-data-management-overview

CMc Design & Construction Phase May 28, 2020 and limitations placed upon, named authorized representatives. The CMc must not take any direction, or act upon any information, from individuals other than those having the requisite authority as confirmed by the GSA CO’s written notification.

1. Identification of the CMc Team The CMc shall provide sufficient staff and propose a team that can meet the requirements of this SOW and must utilize the personnel named in its accepted offer to perform the services required under this contract. In the event that any of the personnel named in the accepted CMc proposal become unavailable, the CMc Contractor must 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. The CMc shall obtain the Contracting Officer’s written consent before making any substitution for subcontractors and outside associates or consultants specifically identified and agreed to during negotiations. GSA shall reserve the right to interview the proposed personnel before approval.

The CMc shall provide a Team Identification and Staffing plan as part of their proposal. The Plan shall include the following sections at a minimum:

● Names of each major trade subcontractor, vendor, or supplier that the CMc used or relied on in preparing their proposal;

● A brief description of the services provided by such company; and

● The work the company might perform on the project, if ultimately selected by the CMc.

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

● Corporate construction executive

● Project manager

● Architectural review coordinator

● Engineering review coordinators - all disciplines

● Cost estimator(s)

● Construction superintendent

● Quality control superintendent

● Project engineer including Scheduling engineer

● Construction supervisors

● Safety program coordinator

● Industrial Hygienist

● Waste Management Coordinator

● Commissioning agent CxA Coordinator

In addition to the key team members identified above, the CMc shall provide administrative, clerical, and technical personnel as necessary to perform the services required under this contract.

2. Project Delivery Team The CMc shall establish and maintain communication and professional relationships with the; GSA, Customer Agency Representatives, A/E, CMa, and all Project Delivery Team members throughout the course of this contract. Below is a list of the

CMc Design & Construction Phase May 28, 2020 key GSA Project Delivery Team members:

Title Name Phone Email

Project Manager (PM) Craig Kozikowski (216) 522-8031 craig.kozikowski@ gsa.gov

Contracting Officer

(CO)

Jennifer Styzek (312) 353-1214 jennifer.styzek@gsa.gov

Contract Specialist

(CS)

Matthew Nelson (347) 244-5147 matthew.nelson@gsa.gov

Contracting Officer’s Representative (COR)

Irene Kazazakis (312) 2886-1062 irene.kazazakis@ gsa.gov

Property Manager Ryan Raschke (317) 510-1064 ryan.raschke@ gsa.gov

Asset Manager Marc Zitzer (312) 353-1625 marc.zitzer@gsa.gov

Project Sponsor Lucrezia Patruno (312) 886-3533 lucrezia.patruno@gsa.gov

3. Architect/Engineering Firm (A/E)

The A/E team has been contracted through the GSA and will provide design development and construction oversight, among other services. During the Design Stage, the A/E will be required to design the project in accordance with the GSA and Customer requirements, budget, schedule, performance objectives, their SOW, and other requirements referenced therein. During the balance of the project, the A/E will perform their contracted services to ensure the design intent is fully realized during the Construction Stage, and conveyed successfully into occupancy, facility management, operation and maintenance at project completion.

4. Construction Manager as Agent (CMa)

The CMa team has been contracted through the GSA and will provide design, construction and closeout stage oversight, among other services. The overall responsibilities of the CMa are to perform management services relating to constructability, construction strategy, logistics, and budget control under the Design Stage, and to perform the construction management and oversight, in conjunction with the A/E, and in accordance with the Construction Documents and other requirements, during the Construction Stage. The specific activities, tasks, and deliverables required of the CMa are further delineated in the CMa contract SOW.

5. Commissioning Agent (CxA) The GSA is committed to Total Building Commissioning for this project to ensure all systems are; well designed, complete, and functioning properly upon occupancy, economical to operate and maintain, and the GSA Property Management staff has adequate system documentation and training. The CMa will be responsible for acquiring a CxA as part of their project team to lead and oversee incorporation of

CMc Design & Construction Phase May 28, 2020 commissioning activities throughout the Design and Construction Stages and as otherwise listed within their SOW; and ensure project compliance with the latest edition of the PBS Commissioning Guide.

6. Communications Plan

The GSA will develop, periodically update, and maintain throughout the course of the project, a listing of the Project Delivery Team members and respective roles and responsibilities as part of a communication plan. The CMc shall comply with GSA’s project communication plan and refer to GSA’s CO for all requests and responses concerning the project. The CMc shall also respond to GSA correspondence within seven (7) calendar days.

The contractual responsibility of the CMc Contractor is to the GSA only and not to other contractors, customer or tenant agencies, or local community interests where the project is located. The CMc Contractor must direct all requests for information and questions concerning the project and from customer or tenant agencies, local community interests, inquiries from potential offerors, etc., to the GSA Project Manager (PM). Prior to meeting or communicating with any parties other than the GSA personnel regarding the project, the CMc must confirm all such meetings and/or communications with the GSA.

The CMc Contractor must not release any oral, written, or graphic information regarding this project to outside sources without obtaining prior consent from the GSA.

D. Personnel Security Requirements

The CMc Contractor and its consultants and/or subcontractors associated with this project are required to obtain an HSPD-12 level security clearance. The CMc Contractor shall incorporate provisions in all applicable subcontracts to comply with the contractor personnel security requirements. Further information on HSPD-12 may be found at the following website: www.gsa.gov/hspd12 and in the Section IV Appendix. The time to process and obtain clearances may vary in length.

The CMc is required to provide one (1) Point of Contact (POC) that will be responsible for the security clearance process management of their employees throughout the duration of the contract. This CMc Contractor POC will coordinate and communicate with the GSA appointed security clearance representative (or POC) throughout the course of the project to ensure all applicable clearances are submitted and processed.

E. Project Management

GSA will require the CMc Contractor to utilize an Enterprise electronic Project Management (ePM) system, which is a fully configured version of Meridian Systems’ Proliance Construction Management Software, on this project. GSA’s goal is to implement this state-of-the-art technology to reduce administrative and overhead costs, eliminate redundancies, and institute a collaboration tool to ensure better accountability among all project team members. This technology will provide up-to-date information, encourage disciplined methods for monitoring progress, ensure better communication regarding changes, provide improved documentation, and enable PBS executives to have real-time access to status of projects.

http://www.gsa.gov/hspd12 http://www.gsa.gov/hspd12

CMc Design & Construction Phase May 28, 2020

1. Electronic Project Management (ePM) The GSAs’ Electronic Project Management (ePM) system will be used throughout all the entirety of this project. Specification Section 013000 will include the information related to the responsibilities of the CMc and ePM during the Construction Stage.

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

a) Definition ePM is defined as an internet-based information and project communication system that allows the entire project team to collaborate in a centralized and secured repository. All project-specific correspondence, workflow processes, and documentation will be stored and routed within the ePM system.

b) Project Collaboration and Documentation

During the Design Stage, the A/E shall use ePM to upload, store, capture, preserve, record, maintain, update, route and respond to all project-related documentation to comply with GSA's Document Security Requirements.

Classified material is not permitted to be stored in this system. For the avoidance of doubt, the following represents a non-exclusive list of project information that shall be posted in ePM: correspondence, schedules, estimates, design submissions, specifications, daily reports, inspection reports, request for information (RFIs), change orders and project milestone submissions.

The A/E shall use the workflow processes contained within ePM to submit and receive approval for all project deliverables and continuously monitor and review ePM to ensure data is current through the completion of the project.

c) Equipment

The ePM system is based on the Proliance software that was developed by

Meridian Systems. Users will be provided a username and password after they have completed the HSPD-12 process (See Section IV Appendix). All workstations require a high-bandwidth Internet connection.

d) 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 ePM training.

GSA will hold several training sessions, as needed, to familiarize team members with the system, and all appropriate CMc staff are expected to attend these sessions or otherwise receive proper training on the system’s use. Furthermore, CMc Design & Construction Phase May 28, 2020 all CMc team members who are actively participating on the project must have access to the proper computer equipment and software to access and utilize the ePM system and be trained in the proper usage of said equipment and software.

GSA will provide ePM system administration and end-user support for the duration of the project. The ePM minimum requirements (including IT equipment) can be found at: http://www.gsa.gov/epm.

e) Support

GSA will provide ePM system administration and end-user support for the duration of the project. The ePM minimum requirements (including IT equipment) can be found at: http://www.gsa.gov/epm.

f) Personnel Requirements

The CMc shall be required to have an adequate number of people who can complete the HSPD-12 background check process to have rights to log into the ePM system.

g) Data Ownership

GSA shall retain ownership of all data entered into the system and shall administer and distribute all information contained therein (See Section IV

Appendix for PBS SECURITY ORDER 3490.1).

F. Base Services (Design Stage) Progress Payments

During the Design Stage, the CMc may submit progress payments for GSA review and approval. The CMc must identify all major work activities, estimate hourly work effort of personnel by position title required to perform each activity, correlate these resource estimates with the listed fee amounts, and include this information in the progress payment.

The GSA COR will review the CMc’s work on a regular basis to ensure that the Contractor is in compliance with the requirements of the contract and monitor performance. Failure to perform services and to submit items not required by the SOW shall result in a reduced payment until the work has been properly performed. If the work can no longer be successfully performed, the contract amount shall be reduced by the value of the work not completed.

All draft invoices shall be sent to the GSA CO and GSA COR. Only after the CO, or other delegated party, grants approval of a draft invoice may the CMc submit approved electronic invoices to the website shown below (strongly encouraged). Instructions on registration information can be found at https://finance.ocfo.gsa.gov/ specifically, at the following links:

http://www.gsa.gov/epm https://finance.ocfo.gsa.gov/

CMc Design & Construction Phase May 28, 2020

● WebVendor Registration Directions:

○ https://finance.ocfo.gsa.gov/WebVendors/Docs/WebVendorRegistrationDirectio ns.pdf

● WebVendor New User Registration:

○ https://finance.ocfo.gsa.gov/WebVendors/AccountManagement/User/UserRegi stration.aspx

● Instructions for Submitting an Electronic Invoice:

○ https://finance.ocfo.gsa.gov/webvendors/OnlineInstructions.aspx

Approved paper invoices can be mailed to the address shown below:

PBS Payments Branch (BCFA) PO Box 17181 Fort Worth, TX 76102-0181

G. Travel

Unless otherwise indicated in the Section III. Scope of Services, the CMc shall be responsible for travel costs to support, as needed, the requirements contained in this SOW, including all Base Services related to design related reviews, inspections, progress meetings, presentations, workshops, other reviews and site visits.

H. Project Delivery Requirements

1. Construction Excellence

This project will also follow the Construction Excellence process. The CMc will be required to participate in Construction Excellence activities throughout the course of the project.

Construction Excellence, in the Design Stage, includes; managing the design to ensure 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 the CMc and the CMa’s construction and budget control expertise.

Construction Excellence, in the Construction Stage, includes; managing the construction to ensure the project remains within the established budget and schedule, conducting Project Delivery Team partnering sessions, facilitating timely construction communications utilizing the GSA ePM web-based project management system, performing Construction Peer Reviews, and encouraging the use of alternative dispute resolution methods to resolve disputes.

2. Art in Architecture Program (AiA)

The GSA Art in Architecture (AiA) program commissions artists to create publicly scaled and permanently installed works of art that are appropriate to the diverse https://finance.ocfo.gsa.gov/WebVendors/Docs/WebVendorRegistrationDirections.pdf https://finance.ocfo.gsa.gov/WebVendors/Docs/WebVendorRegistrationDirections.pdf https://finance.ocfo.gsa.gov/WebVendors/AccountManagement/User/UserRegistration.aspx https://finance.ocfo.gsa.gov/WebVendors/AccountManagement/User/UserRegistration.aspx https://finance.ocfo.gsa.gov/webvendors/OnlineInstructions.aspx

CMc Design & Construction Phase May 28, 2020 uses and architectural vocabularies of new and substantially modernized federal buildings.

The CMa shall confirm collaboration of the A/E’s Lead Designer and selected artist(s) in the development and integration of art and architectural/site designs, in addition to verifying coordination of integral architectural and/or engineering elements required by the artwork(s) in the construction documents.

CMc Design & Construction Phase May 28, 2020

III. SCOPE OF SERVICES

The CMc’s tasks are primarily separated into two distinct stages; (1) Design Stage and (2) Construction Stage (which includes closeout). This SOW outlines additional services that may not otherwise be provided within the Construction Contract Documents and/or Acquisition Documents that the CMc shall perform during these stages of this project.

A. Scope Base (Design Stage) Services

1. Design Stage in General 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). The P-100 describes two overarching design phases: (1) Design Development (DD); and (2) and Construction Documents (CDs). 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 Base Services to be performed during the Design Stage and to establish pricing for the GMP Option Services. As a matter of policy, the Contracting Officer will not exercise the GMP Option until the Construction Documents are at least 75% complete. The Base Services provide the opportunity for the CMc to maximize their understanding of the design requirements, the design intent, and the technical requirements of the project.

2. Collaboration with the A/E

As part of the Base 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 stage 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 subcontractors will communicate freely with the CMc and its trade subcontractors, and vice versa. This will ensure mutual understanding of both the A/E's design intent and the CMc's means and methods, and thus ensure greater certainty in pricing the construction work. It also increases the likelihood that design errors and omissions are recognized and resolved during the design process. In addition, this collaboration takes place during a time that does not significantly impact the construction schedule and that can result in expedited production and review of shop drawings once construction commences.

3. Meetings

At a minimum, the CMc shall attend all of the meetings listed in this section. For each meeting, the CMc shall determine the appropriate mix of attendees based on the subject matter. Unless otherwise noted, all meetings shall be held via a web-based (teleconference) meeting platform provided by the A/E.

CMc Design & Construction Phase May 28, 2020

a) Project Initiation Meeting

The CMc shall attend an initial meeting with other members of the project team (the A/E, GSA, CMa, and customer agency(ies)) to review the project’s program, status of design, discuss goals, begin initial project planning, and agree to the schedule for regularly scheduled Project Meetings. This meeting shall be held on site at the MGEJ Bean Federal Center in Indianapolis, IN.

b) Progress Meetings and Presentations

The CMc shall attend design progress meetings and presentations. Design Stage progress meetings are held on a weekly basis (on Wednesdays) and in alignment with design milestones as identified in the project schedule. These meetings shall be held primarily via teleconference. However, there will be some project meetings, which may align with project delivery milestones, that will occur in either Indianapolis, IN at the Bean Center or Chicago, IL.

c) Design Submission Reviews

The A/E shall facilitate and the CMc team shall attend and participate in design review meetings. The CMc shall include in the meeting any major trade subcontractors, vendors, or suppliers used in preparing the submission. The purpose of including these major trade subcontractors, vendors, or suppliers is to provide increased opportunities to identify and resolve any design, construction, or pricing related issues in the pre-construction phase of the project.

Submission presentations/reviews include but may not be limited to:

(1) 75% Construction Documents Completion

(a) IDR meeting

(b) Cost Reconciliation meeting

(2) 90% Construction Documents Completion

(3) 100% Construction Documents Completion

More than one IDR or cost reconciliation meeting may be necessary for any submission, if that submission is not satisfactorily resolved and accepted by the GSA following the initial IDR or cost reconciliation meetings. The need for additional meetings in order to achieve an acceptable submission in accordance with P-100, shall not justify excusable delay.

d) Risk Management Workshops

The CMc shall participate in workshops with the GSA, A/E, CMa and other stakeholders to update and/or modify the Risk Registry using the Construction Industry Institute’s Project Definition Rating Index (PDRI) (or a different industry

CMc Design & Construction Phase May 28, 2020 standard as agreed to by the CO) to assess risks and opportunities for the project. The first PDRI evaluation session that the CMc will attend will typically occur around the 35% Design Document completion stage. The final PDRI session that the CMc will attend will typically occur at the completion of Construction Documents and prior to the exercise of the Option (Construction) Services.

With each deliverable from the CMc, the parties will discuss whether the Risk Registry needs to be modified based on the then-current state of the project.

These workshops shall be held on site at the MGEJ Bean Federal Center in Indianapolis, IN.

e) Building Information Modeling (BIM)

The CMc shall attend Building Information Modeling (BIM) meetings as required.

These meetings may align with each design submission and shall be held virtually or may be held in Chicago, IL.

f) Systems Selections Analysis Meetings and Mockups

The CMc shall participate in systems selection analysis meetings, including the inspection and evaluation of mockups of proposed spaces or layouts.

g) Value Management

The CMc concept has value management as one of its main objectives. The CMa will provide a Value Engineering (VE) program expert and / or independent professional experts in all disciplines to facilitate and participate in VE workshops during the Design Stage of this project. The A/E, CMa, GSA staff, and other government and customer stakeholders will also participate in the workshops.

The CMc shall participate and provide professional experts in all disciplines for the two (2) one (1) day value management workshops. These sessions will be held concurrent with a design submission during the Design Development (DD) and Construction Document (CD) development phases.

h) Partnering

To most effectively accomplish this contract, the GSA will require the CMc and its subcontractors to participate in a cohesive partnership with the Government and its Customers and other Contractors. The CMc and its subcontractors, as needed, shall attend two (2), one (1) day (8 hour/each) partnering sessions during the design and construction stages of the project which will be hosted by the GSA’s CMa Contractor. The CMc shall provide the CO with a list of the key personnel from the CMc and its subcontractors who will participate in the partnering sessions. The CO may, in his/her sole discretion, add or remove any individual from the list. The CMc shall be responsible for any travel costs associated with attending these sessions.

CMc Design & Construction Phase May 28, 2020

The first session shall be held prior to the start of the Construction Stage. The date, time and location will be determined by GSA closer to the time of scheduling.

The second session shall be held during the course of construction, preferably during the midpoint of the project and will not occur sooner than a 6 month interval from the second partnering session. The date, time and location to be determined by GSA closer to the time of scheduling.

4. Deliverables

The CMc will provide a written deliverable based on the A/E’s design related submissions for each of the following design milestones:

1. 75% Construction Documents

2. 90% Construction Documents

3. 100% Construction Documents

Each written deliverable from the CMc is due to the CO within 14 calendar days from the CMc Contractor’s receipt of the A/E’s design submission.

a) Required Deliverables

For each design submission from the A/E, the CMc shall provide a written report that separately addresses each of the following topics:

● Constructability Review

● Cost Estimating, Reconciliation, and Proposed Alternatives

● Schedule Analysis

● Construction Work Phasing and Sequencing Plan

● Early Work Package Suggestions

● Risk Analysis

The CMc shall be responsible for notifying the Contracting Officer of errors, omissions, inconsistencies, or other issues that may potentially impact the project goals, the ECW, schedule, design quality, or project scope.

b) Constructability Review

The CMc shall review the design submissions with reasonable care and advise of any errors, inconsistencies, inaccuracies, or incompleteness which may negatively impact cost, schedule, or quality both within their report and via email/in writing. The CMc shall provide recommendations on constructability;

improving life cycle costs; sustainability; LEED; systems analysis; functionality;

enhancing operational flexibility; and minimizing labor or material shortages. The CMc shall also review the submissions for accuracy, completeness, sequencing, and coordination.

CMc Design & Construction Phase May 28, 2020

c) Cost Estimating, Reconciliation, and Proposed Alternatives (CERPA)

The CMc shall provide estimates in the same format required by the PBS P-120, Project Estimating Requirements for the Public Buildings Service (See Section II General Requirements). As a general matter, the P-100 requires the A/E to prepare cost estimates at certain phases of design. Thus, the purpose of the CERPA portion of the report is for the GSA to have the benefit of two, separate estimates at each major design milestone; one from the A/E and one from the CMc.

The deliverable from the CMc shall, at a minimum; (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 GSA 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 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.

d) Preliminary Project Schedule and Analysis

The CMc shall provide a detailed, time-scaled computer generated project schedule with activities representing each portion of the work for the entire contract performance period. The project schedule shall be prepared using the Critical Path Method (CPM) for the planning, scheduling and reporting of the work to be performed, and will be produced using the most current version of scheduling software, compatible with Meridian Proliance.

The CPM scheduling software shall be capable of generating and depicting the longest path of the schedule network. Schedule activities shall accurately depict the contractor’s means and methods to complete the entire scope of work including, but not limited to, activities of subcontractors, consultants, equipment vendors and suppliers, GSA, and others, as required.

e) Construction Work Sequencing and Phasing Plan

The CMc shall submit a construction work allocation plan addressing all of the following topic areas.

Construction phasing approach;

● Use of any fast tracking or multiple construction document packages to achieve cost or schedule efficiencies, improvements, or savings;

CMc Design & Construction Phase May 28, 2020

● Schedules for award of subcontract construction packages, including procurement cycles, deliverable approvals, construction delivery and testing/commissioning;

● Temporary or swing space moves, including all aspects of tenant relocation(s) (telecommunications, furniture relocations, etc.);

● Temporary facilities and laydown areas;

● Possible labor or material shortages;

● Means and methods; and,

● Long-lead items (60 days or more)

f) Early Work Packages

During the design of the project, the CMc and the Government may agree that it is in the best interest of the project to initiate early construction packages. These early work packages can be individual GMP line items or firm fixed price line items. Early construction packages should be for standalone, severable scopes.

g) Modifications to the Risk Registry

The CMc shall provide recommendations for modifying the Risk Registry based on the design submissions. The CMa has developed the Risk Registry for this project which is provided in Section IV, Appendix.

B. Scope of Option (Construction Stage) Services

Subject to the exercise of the GMP Option, the CMc shall perform the work described in this section as a part of the Construction Stage Services. Additionally, it shall be noted that the Construction Documents (CDs) shall take precedence over language outlined below as several items will be further described in detail within the CDs.

1. Pre-Construction Conference The Pre-Construction conference referenced in Specification Section 013100 will be held at the Bean Center in Indianapolis, IN.

2. Submittal Schedule Prepare and submit a submittal schedule in accordance with the Division 1 of the construction specifications for review and approval by the GSA. The submittal schedule shall identify specifically which submittals require review by the CxA.

Ensure that all subcontractors understand, agree to, and conform to their respective roles, responsibilities, and timeliness requirements for submittal processing.

Refer to FAR 52.236-21, Specifications and Drawings for Construction, for further submittal review requirements.

3. Project Progress Meetings During the Construction and Closeout Stages, the CMc shall be responsible for facilitating and leading construction progress meetings on a weekly basis. In addition to the CMc Contractors’ and Governments’ representatives, each subcontractor, supplier, or other entity concerned with current progress or

CMc Design & Construction Phase May 28, 2020 involved in planning, coordination, or performance of future activities shall be represented.