OFAM CMA RFI - Draft Requirements Document.pdf

ARCHITECT-ENGINEER ADVISORY SERVICES AND

CONSTRUCTION MANAGEMENT SERVICES

Architect-Engineer Advisory Services and Construction Management Services

DRAFT REQUIREMENTS DOCUMENT

Table of Contents

1 INTRODUCTION (Information Not Provided For RFI)

2 SCOPE/OBJECTIVE

3 APPLICABLE DOCUMENTS

4 SPECIFIC TASKS

4.1 Oversight Tasks for Design and Construction Services

4.1.1 Key Duties

4.1.2 Expertise

4.1.3 Disciplines

4.1.4 Commissioning Agent

4.1.5 Sensitive Unclassified (SBU) Building Information

4.2 Design Oversight Tasks

4.3 Additional Project Oversight and Management Responsibilities (Deliverable(s) will be identified at the TO level) 9

4.4 Construction Oversight Tasks

4.5 Quality Assurance/Quality Control (QA/QC) Oversight

4.6 Risk Management

4.7 Change Management Process

4.8 Stakeholder Communication Plan

4.9 Health and Safety Management Plan

4.10 Environmental Compliance Monitoring

4.11 Commissioning and Closeout Procedures

5 DELIVERABLES, MILESTONES AND DELIVERY SCHEDULE

6 GOVERNMENT FURNISHED EQUIPMENT (PROPERTY) AND INFORMATION

6.1 Government Furnished Equipment (GFE)

6.2 Government Furnish Information (GFI)

7 SECURITY

7.1 Background Investigation

7.2 General Security

8 CONTRACT INFORMATION

8.1 Periods of Performance

8.2 Hours of Operation

8.3 Place of Performance

8.4 Disclosure of Information

9 PROGRAM MANAGEMENT

9.1 Kick-off Meeting

9.2 Pre-Construction Conference

9.3 Meetings, Agendas, Attendance and Correspondence

9.4 Quality Control Plan

9.5 Quality Assurance And Quality Control

9.6 Document Control and Recordkeeping

9.7 Weekly Status Report (WSR)

9.8 Monthly Status Report

9.9 After-Action Reports, Lessons Learned

9.10 Transition Plans

9.11 Submission Timeline

9.12 Subcontractor Management

9.13 Performance Metrics

ATTACHMENT A. CBP SECTORS AND STATIONS Information Not Provided for RFI

1 INTRODUCTION (Information Not Provided For RFI)

2 SCOPE/OBJECTIVE

This acquisition will facilitate a contract for AE Advisory Services and CMS in support of U.S. Customs and Border Protection (CBP), Office of Facilities and Asset Management (OFAM). This contract vehicle will be used to obtain professional CMA and AE Advisory Services for construction projects, in support of CBP's mission to secure the United States borders. These services are critical in maintaining the integrity and safety of border infrastructure, facilitating cross-border trade and travel, and enhancing surveillance and detection capabilities. By leveraging AE Advisory Services and CMS, CBP can better address emerging threats, maintain operational readiness, and uphold national security.

AE Advisory Services and CMS are essential components in the success of this contract. AE Advisory Services provide guidance across the planning, design, and technical oversight of the construction projects. These services ensure that all designs align with federal construction standards and incorporate methodologies to address the specific needs of CBP facilities. AE advisory professionals bring experience that enables the development of solutions that prioritize environmental compliance and modern construction practices; offer technical oversight and input during project execution; and ensure adherence to safety, quality, and functional standards.

Complementing AE advisory services, CMS focuses on the operational execution of the projects. CMS providers oversee the progression of work, from inception to completion, ensuring that projects are delivered on time, within budget, and meet quality benchmarks. By fostering collaboration among stakeholders and utilizing technologies, CMS experts play a role in mitigating risks, reducing inefficiencies, and maintaining an operational environment. Their expertise includes resource allocation, scheduling, cost control, and compliance with legal and regulatory standards, which are essential in managing large-scale and diverse construction portfolios.

Together, AE Advisory Services and CMS create a framework that supports CBP's strategic objectives.

They allow the agency to address current operational demands while preparing for future challenges, ensuring that facilities remain efficient, resilient, and aligned with mission-critical goals. These services contribute to the development and management of infrastructure to meet the needs of border security and trade facilitation.

This Statement of Work (SOW) aims to streamline processes and ensure flexibility to address the needs of CBP facilities nationwide. By engaging contractors specializing in AE Advisory Services and CMS, CBP intends to enhance the overall infrastructure, incorporating construction practices that prioritize sustainability and adaptability. This approach addresses current operational demands and anticipates future challenges, ensuring CBP facilities remain robust, efficient, and aligned with strategic goals for years to come.

The Contractor shall provide all necessary labor, management, travel, and equipment/supplies required to perform the support services specified in this SOW. The Contractor shall ensure adequate technical, supervisory, and administrative personnel are available to guarantee the performance of work in accordance with the delivery schedule.

The Contractor shall perform tasks that are not inherently Governmental, as outlined in Federal Acquisition Regulation (FAR) Part 2 and Subpart 7.5, along with applicable DHS and CBP policies. The services provided under this contract will supplement CBP’s staff by offering support and professional services, which the current staff cannot provide.

Additionally, this is not a personal services contract. In accordance with FAR 37.104 and applicable DHS and CBP policies, the Contractor will have continuous supervision and control over contractor personnel. Contractor personnel are not considered Government employees. The Government will neither supervise contractor employees nor control the methods used by the Contractor to perform the required tasks. The Contractor is responsible for managing its employees and avoiding any actions that may be perceived as personal services or give the impression of such. If the Contractor believes any actions constitute or are perceived to constitute personal services, it is the Contractor’s responsibility to notify the Contracting Officer's Representative (COR) or the Contracting Officer (CO) immediately.

The Contractor shall perform the tasks outlined in Section 4.0 of this SOW.

3 APPLICABLE DOCUMENTS

a. Federal Acquisition Regulation (FAR) – Title 48, Chapter 1

b. Homeland Security Acquisition Regulation

c. FAR Part 36 – Construction and Architect-Engineer Contracts

d. FAR Part 16 – Types of Contracts

e. Davis-Bacon Act (40 U.S.C. §§ 3141-3148)

f. Miller Act (40 U.S.C. §§ 3131-3134)

g. Service Contract Labor Standards (41 U.S.C. chapter 67)

h. Contract Work Hours and Safety Standards Act (40 U.S.C. §§ 3701-3708)

i. National Environmental Policy Act (NEPA)

j. Architectural Barriers Act

k. Energy Independence and Security Act of 2007

l. Buy American Act (41 U.S.C. §§ 8301–8305)

m. Federal Information Security Management Act (FISMA)

n. Clean Air Act

o. Americans with Disabilities Act (ADA).

4 SPECIFIC TASKS

4.1 Oversight Tasks for Design and Construction Services

The Contractor shall be responsible for delivering all necessary management, tools, supplies, equipment, transportation, and labor to ensure effective oversight and advisement on design and construction services. This includes comprehensive support for AE advisory services, project oversight, and CMS tasks.

4.1.1 Key Duties

Key responsibilities encompass a wide range of duties aimed at ensuring project success and compliance with established standards. (Deliverable(s) will be identified at the TO level)

The Contractor shall:

a. Oversight of new facility construction

b. Oversight of facility renovations and alterations

c. Coordination of building system upgrades

d. Organization of infrastructure improvements

e. Task management for site improvements

f. Advisory work in architectural and engineering disciplines to include design submission reviews

g. Oversight of project milestones and quality assurance

h. Comprehensive construction management services ensuring alignment with timelines and budgets

i. Performance of investigative services, surveys, and studies such as geotechnical studies.

4.1.2 Expertise

Required AE Advisory Services will provide a full range of comprehensive support for the CMS program.

Contractors shall have experience with: (Deliverable(s) will be identified at the TO level)

The Contractor shall:

a. Perform bidding and construction reviews for building construction projects.

b. Prepare contract-related documents and conduct analyses, including comprehensive construction cost estimates, detailed project schedules, network analysis systems, and delay impact assessments. This process will also encompass claims management, change order evaluations, and robust value engineering analysis to ensure that the most cost-effective and efficient solutions are implemented without compromising quality or functionality.

c. Review contractor submittals and shop drawings.

d. Perform Quality Assurance (QA) activities in connection with building construction inspections.

4.1.3 Disciplines

Contractors shall possess the following disciplines and expertise, with professional registration required where applicable:

a. Project Management

b. Architecture

c. Civil Engineering

d. Mechanical Engineering

e. Electrical Engineering

f. Structural Engineering

g. Cost Estimating

h. Construction QA Inspection including civil, electrical, mechanical, and structural

i. Project Scheduling

j. Environmental Compliance Specialist

k. Project Control

l. Building Envelope Specialist

m. Geotechnical Engineering

n. Engineering Technician

o. Fire Protection Engineering

p. Building Information Modeling Engineer.

4.1.4 Commissioning Agent

The Contractor, depending on the project requirements, shall be required to include a Commissioning Agent for Total Building Commissioning. The commissioning responsibilities will be determined at the project level. (Deliverable(s) will be identified at the project level)

The Contractor’s Commissioning Agency shall:

a. Successful complete commissioning activities. It should be noted, however, that the Commissioning Agent will not be responsible for "hands-on" IT commissioning activities such as writing test scripts.

b. Verify that systems are commissioned properly and actively oversee this process throughout the project.

4.1.5 Sensitive Unclassified (SBU) Building Information

Sensitive but unclassified (SBU) building information shall be generated and/or must be disseminated to and stored by various parties while 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.

The Contractor shall:

a. Comply with the requirements regarding SBU building information.

b. Execute DHS Form 11000-6, Department of Homeland Security Non-Disclosure Agreement (NDA), for all employees with access to sensitive information as a means of access to such information.

c. Ensure that signed copies of the Non-Disclosure Agreement are retained for all employees to document compliance.

4.2 Design Oversight Tasks

For each task associated with each project, the Contractor shall submit a comprehensive report to the government. This report should include thorough findings and well-considered recommendations.

Additionally, the report shall provide a clear rationale behind each recommendation, explaining why certain actions are suggested and how they will benefit the project. The purpose is to ensure that all decisions are backed by solid evidence and logical reasoning, ultimately contributing to the project's success and alignment with governmental goals. (Deliverable(s) will be identified at the TO level)

The Contractor shall:

a. Review Programming and Concept Development: Ensure alignment with project requirements and goals by overseeing initial concept development (submit document to Project Manager).

b. Monitor Site Investigation and Surveys: Supervise site evaluations to confirm accurate data collection and reporting (submit detailed site investigation and survey reports to Project Manager).

c. Evaluate Construction Document Development: Conduct a thorough examination of all construction documents to ensure they are complete and free of errors. This includes verifying that the plans and specifications meet technical requirements, comply with relevant building codes and standards, and adhere to all applicable regulations and executive orders. Also, evaluate whether the documents align with the project's overall goals and provide clear guidance for execution (submit plans and specifications to validate construction documents to Project Manager).

d. Conduct Life Cycle Cost Analysis Review: Assess methodologies and outcomes to ensure cost-effectiveness over the project lifespan (submit life-cycle cost and analysis report to Project Manager).

e. Oversee Energy Modeling and Efficiency Studies: Confirm that models and studies meet sustainability and efficiency targets (submit energy modeling and efficiency study results and technical reports to Project Manager and Sustainability Team).

f. Validate Cost Estimating: Ensure estimates are realistic, comprehensive, and reflect market conditions (submit cost estimation validation reports/spreadsheets to Project Manager).

g. Develop Cost Estimates: Independent of the construction contractor and/or designer of record, establish cost estimates to be used for validation and contract modifications.

h. Supervise Building Information Modeling (BIM): Verify the integration, accuracy, and utility of BIM in project planning (submit BIM integration assessments to Project Manager and Design Team).

i. Evaluate Value Engineering Efforts: Confirm that design adjustments optimize function and reduce costs without compromising quality (submit value engineering reports ≤ $50M to Project Manager | value engineering reports > $50M).

j. Ensure Sustainable Design Approaches: Oversee implementation of environmentally conscious methodologies (submit implementation plans for sustainable design to Project Manager and Sustainability Team).

4.3 Additional Project Oversight and Management Responsibilities (Deliverable(s) will be identified at the TO level)

The Contractor shall:

a. Monitor Historical Preservation Considerations: Confirm compliance with preservation standards where applicable (submit historic preservation compliance report to Project Manager).

b. Review Permit Application Preparations: Ensure timely and accurate applications for necessary permits (submit permit application package to Project Manager and Regulatory Authorities).

c. Coordinate with Utilities and Agencies: Supervise engagements with external entities to facilitate smooth project execution (submit log documenting coordination efforts to Project Manager).

d. Oversee Design Reviews and Approvals: Validate that design submissions (including change requests and shop drawings) meet all requirements and standards before approval (submit design review and approval documents to Project Manager).

e. Perform Geotechnical Surveys (if the TO requires a geotechnical survey to be performed on the property): For purposes of due diligence prior to purchasing a property, the Contractor shall perform a geotechnical survey to analyze the property and to be used for the design/construction contract for reference.

f. Develop Scope and Statements of Work for Design/Construction Contract Modifications: Write statements of work to be used for contract modifications during the design phase.

g. Quality Assurance/Quality Control (QA/QC) Oversight: Implement a dedicated process or protocol for ongoing QA/QC throughout all project phases.

h. Risk Management: Identify, monitor, and mitigate project risks throughout both design and construction phases.

i. Change Management Process: Implement a structured process for managing, documenting, and approving scope changes for detailed design reviews and contract modifications.

j. Stakeholder Communication Plan: Implement a stakeholder communications plan that details a strategy or requirements for regular updates, meetings, or reports to stakeholders beyond the Project Manager.

k. Health and Safety Management Plan: Detail and implement a comprehensive health and safety management approach, including job hazard analyses and safety training.

l. Environmental Compliance Monitoring: Detail and implement an ongoing environmental compliance process to monitor environmental compliance during construction (e.g., erosion control, pollution prevention).

m. Commissioning and Closeout Procedures: Detail and implement a process for final project commissioning, systems testing, occupant training, and formal project closeout documentation.

n. Document Control and Recordkeeping: Detail and implement an overarching document control system ensuring secure, organized, and accessible records are maintained.

o. Implement Quality Assurance/Quality Control (QA/QC) Protocols: Establish and maintain dedicated QA/QC processes throughout all phases of the project to ensure compliance and performance standards are consistently met.

p. Conduct Risk Management: Identify, monitor, and actively mitigate project risks during both the design and construction stages. Document risk assessments and report mitigation strategies to the Project Manager.

q. Manage Changes Effectively: Develop and implement a structured change management process. Ensure all scope modifications are properly documented, reviewed, and approved before implementation.

r. Facilitate Stakeholder Communication: Prepare and adhere to a stakeholder communication plan that includes regular updates, scheduled meetings, and detailed reports, ensuring all relevant parties remain informed throughout the project.

s. Oversee Health and Safety Management: Develop, implement, and monitor a comprehensive health and safety plan. This should include conducting job hazard analyses, provide safety training, and maintain compliance with all applicable safety regulations.

t. Monitor Environmental Compliance: Establish procedures for ongoing environmental compliance monitoring during construction. This includes implementing measures for erosion control, pollution prevention, and adherence to local environmental regulations.

u. Execute Commissioning and Closeout Procedures: Carry out thorough commissioning of all systems, provide required occupant training, and ensure all necessary closeout documentation is completed and delivered.

v. Maintain Document Control and Recordkeeping: Organize and manage a secure document control system that ensures all project records are accurate, up-to-date, and easily accessible for review by authorized personnel.

4.4 Construction Oversight Tasks

The Contractor shall perform the following construction oversight tasks: (Deliverable(s) will be identified at the TO level)

a. Supervise Project Planning and Scheduling: Confirm that schedules are realistic and accommodate all project phases (submit reports to Project Manager).

b. Monitor Site Preparation and Demolition: Oversee preparation and clearing activities to avoid delays and ensure safety compliance (submit inspection reports to Project Manager and Site Supervisor).

c. Inspect Building Construction: Conduct periodic inspections to confirm all trades adhere to specifications and quality standards (submit inspection logs to Project Manager and Quality Assurance Team).

d. Oversee Mechanical, Electrical, and Plumbing Systems Installation: Ensure installation meets design specifications and regulatory requirements (submit compliance check reports at phase end to Project Manager and Engineering Lead).

e. Supervise Fire Protection Systems Implementation: Validate adherence to safety codes and operational standards (submit safety compliance reports before final inspection to Project Manager and Safety Inspector). Advise the Government on final acceptance from an authority having jurisdiction (AHJ) perspective.

f. Monitor Building Automation Systems: Oversee integration and functionality testing of automated systems (submit functionality test reports at the completion stage to Project Manager and Automation Specialist).

g. Inspect Security Systems Installation: Confirm compliance with security protocols and functionality requirements (submit security assessment reports at the integration phase to Project Manager and Security Coordinator).

h. Oversee Telecommunications and Data Systems: Ensure proper installation and testing of communication infrastructures (submit system test reports at the final setup to Project Manager and IT Manager).

i. Supervise Site Utilities Installation: Validate alignment with project designs and ensure seamless utility integration (submit utility integration reports at the utility setup stage to Project Manager and Site Engineer).

j. Monitor Landscaping and Site Improvements: Confirm aesthetic and functional enhancements meet project goals (submit final approval checklists at post construction to Project Manager and Landscape Architect).

k. Evaluate Testing, Adjusting, Balancing, and Commissioning: Ensure systems are balanced and commissioned as per operational standards (submit commissioning report at the commissioning phase to Project Manager and Testing Coordinator).

l. Review Construction Waste Management: Verify adherence to sustainable disposal practices (submit waste disposal logs to Project Manager and Environmental Specialist).

m. Inspect As-Built Documentation: Confirm accuracy of records reflecting the construction project (submit documentation checklists at project closure to Project Manager and Project Archivist).

n. Review Operations and Maintenance Manuals: Ensure manuals are comprehensive and facilitate smooth post-construction operations (submit manuals at final handover to Project Manager and Operations Lead).

o. Review Daily Logs: Ensure the construction contractor captures all daily activities and advises on incidents and/or indications of schedule or quality concerns.

p. Review and Advise the Government on Invoices: Review invoices and progress reports submitted by the construction contractor to assure the Government is paying for what the Government has received.

q. Review and Advise the Government on Certified Payrolls: Review certified payrolls to assure they comply with the Davis-Bacon Act.

r. Review Schedules: Compare schedule updates with the baseline and provide guidance to the Government and construction contractor on changes, conflicts, and concerns. Advise the Government on all schedule/milestone slips.

s. Develop Cost Estimates: Create independent estimates for the Government for contract modifications and to validate construction contractor proposals. Advise the Government on the acceptability of construction contractor proposals.

t. Develop Scope and SOWs for Design/Construction Contract Modifications: Write SOWs to be used for contract modifications during the construction phase.

4.5 Quality Assurance/Quality Control (QA/QC) Oversight

The contractor shall establish and maintain a comprehensive QA/QC program throughout all phases of the project that includes:

a. QA/QC Plan: Develop a detailed QA/QC plan that outlines the procedures, responsibilities, and documentation requirements for ensuring quality throughout the project.

b. Inspection and Testing: Conduct regular inspections and testing at various stages of the project to verify compliance with project specifications and standards.

c. Documentation: Maintain thorough documentation of all QA/QC activities, including inspection reports, test results, and corrective actions taken.

d. Training and Certification: Ensure all personnel involved in QA/QC activities are adequately trained and certified as required.

e. Continuous Improvement: Implement a process for continuous improvement, including regular reviews of QA/QC performance and adjustments to the program as necessary.

f. Communication: Establish clear lines of communication for reporting QA/QC issues and ensuring all stakeholders are informed of quality-related matters.

4.6 Risk Management

The Contractor shall establish and maintain a comprehensive Risk Management program throughout both the design and construction phases of the project. By adhering to this Risk Management program, the Contractor shall ensure potential risks are effectively managed, minimizing their impact on the project's success.

Contractor tasks shall include:

a. Risk Identification: Identify potential risks that could impact the project, including technical, financial, environmental, and safety risks.

b. Risk Assessment: Evaluate the identified risks to determine their likelihood and potential impact on the project.

c. Risk Mitigation: Develop and implement strategies to mitigate identified risks, including contingency plans and preventive measures.

d. Risk Monitoring: Continuously monitor and review risks throughout the project lifecycle to ensure that mitigation strategies are effective and to identify any new risks that may arise.

e. Documentation: Maintain thorough documentation of all risk management activities, including risk assessments, mitigation plans, and monitoring reports.

f. Communication: Establish clear lines of communication for reporting and addressing risks, ensuring that all stakeholders are informed of risk-related matters.

4.7 Change Management Process

The Contractor shall establish and maintain a comprehensive Change Management process throughout the project. By adhering to this Change Management process, the Contractor shall ensure that project changes are effectively managed, minimizing their impact on the project's success.

Contractor tasks shall include:

a. Change Identification: Identify any changes to the project scope, schedule, or budget that may arise during the project lifecycle.

b. Change Documentation: Document all proposed changes in detail, including the rationale, impact, and any associated costs or schedule adjustments.

c. Change Approval: Implement a structured approval process for all changes, ensuring that they are reviewed and approved by the appropriate stakeholders before implementation.

d. Change Implementation: Develop and execute a plan for implementing approved changes, including communication and coordination with all affected parties.

e. Change Tracking: Maintain a log of all changes, including their status, impact, and actions taken to address them.

f. Communication: Establish clear lines of communication for reporting and discussing changes, ensuring all stakeholders are informed of change-related matters.

4.8 Stakeholder Communication Plan

The Contractor shall establish and maintain a comprehensive Stakeholder Communication Plan throughout the project. By adhering to this Stakeholder Communication Plan, the Contractor shall ensure that all stakeholders are kept informed and engaged throughout the project, fostering collaboration and support for project success

Contractor tasks shall include:

a. Communication Strategy: Develop a clear strategy for communicating with all project stakeholders, including the frequency, methods, and types of communication.

b. Regular Updates: Provide regular updates on project progress, including milestones achieved, upcoming activities, and any issues or risks that may impact the project.

c. Meetings: Schedule and conduct regular meetings with stakeholders to discuss project status, address concerns, and ensure alignment with project goals.

d. Reports: Prepare and distribute detailed reports on project performance, including progress against schedule, budget, and quality metrics.

e. Feedback Mechanism: Establish a mechanism for stakeholders to provide feedback and raise concerns, ensuring that their input is considered and addressed in a timely manner.

f. Documentation: Maintain thorough documentation of all communication activities, including meeting minutes, reports, and correspondence.

4.9 Health and Safety Management Plan

The Contractor shall establish and maintain a comprehensive Health and Safety Management Plan throughout the project. By adhering to this Health and Safety Management Plan, the Contractor shall ensure a safe working environment and minimize the risk of accidents and injuries.

Contractor tasks shall include:

a. Job Hazard Analyses: Conduct thorough job hazard analyses to identify potential safety risks associated with each task and implement appropriate control measures.

b. Safety Training: Provide regular safety training for all personnel to ensure they are aware of safety protocols, emergency procedures, and the proper use of personal protective equipment

(PPE).

c. Inspections and Audits: Perform regular safety inspections and audits to ensure compliance with safety standards and identify areas for improvement.

d. Incident Reporting and Investigation: Establish a system for reporting and investigating safety incidents, including near-misses, to prevent recurrence and improve safety practices.

e. Emergency Preparedness: Develop and implement emergency preparedness plans, including evacuation procedures, first aid, and coordination with local emergency services.

f. Safety Documentation: Maintain thorough documentation of all health and safety activities, including training records, inspection reports, and incident investigations.

g. Communication: Establish clear lines of communication for reporting safety concerns and ensuring that all stakeholders are informed of health and safety matters.

4.10 Environmental Compliance Monitoring

The Contractor shall establish and maintain a comprehensive Environmental Compliance Monitoring program throughout the construction phase of the project. By adhering to this Environmental Compliance Monitoring program, the Contractor shall ensure that the project is conducted in an environmentally responsible manner, minimizing its impact on the surrounding environment.

Contractor tasks shall include:

a. Erosion Control: Implement measures to prevent soil erosion and sedimentation, including silt fences, sediment basins, and proper site grading.

b. Pollution Prevention: Develop and enforce practices to minimize pollution, including waste management, spill prevention, and control of emissions and discharges.

c. Compliance Inspections: Conduct regular inspections to ensure compliance with environmental regulations and project-specific environmental requirements.

d. Monitoring and Reporting: Continuously monitor environmental conditions and document compliance efforts, including water quality, air quality, and noise levels.

e. Training and Awareness: Provide training for all personnel on environmental compliance requirements and best practices for minimizing environmental impact.

f. Corrective Actions: Establish procedures for addressing non-compliance issues, including corrective actions and reporting to relevant authorities.

g. Documentation: Maintain thorough documentation of all environmental compliance activities, including inspection reports, monitoring data, and corrective actions taken.

4.11 Commissioning and Closeout Procedures

The Contractor shall establish and maintain comprehensive Commissioning and Closeout Procedures throughout the final stages of the project. By adhering to these Commissioning and Closeout Procedures, the Contractor shall ensure a smooth transition from construction to occupancy, delivering a fully functional and compliant project.

Contractor tasks shall include:

a. Final Project Commissioning: Conduct thorough commissioning of all systems and components to ensure they are installed, tested, and functioning according to project specifications.

b. Systems Testing: Perform detailed testing of all systems, including mechanical, electrical, and plumbing, to verify their performance and compliance with design requirements.

c. Occupant Training: Provide training for building occupants and maintenance personnel on the operation and maintenance of all systems and equipment.

d. Closeout Documentation: Prepare and submit comprehensive closeout documentation, including as-built drawings, operation and maintenance manuals, warranties, and certifications.

e. Punch List Completion: Address and resolve all items on the punch list, ensuring that any outstanding issues are corrected before project closeout.

f. Final Inspections: Coordinate and conduct final inspections with relevant authorities and stakeholders to obtain necessary approvals and certifications.

g. Project Handover: Facilitate the formal handover of the project to the owner, including a final walkthrough and review of all closeout documentation.

5 DELIVERABLES, MILESTONES AND DELIVERY SCHEDULE

The project deliverables and milestones will be established at the TO level to ensure smooth progress and completion within the stipulated timelines. Key milestones will include the issuance of TOs, mobilization at project sites, submission of baseline schedules, completion of critical phases such as site preparation and installation, and final inspections. Each milestone will be closely monitored to evaluate adherence to deadlines and quality standards, with adjustments being made as needed to address unforeseen challenges or delays. All milestones should align with the deliveries listed in the project documentation and will be finalized during the kick-off meeting.

The Contractor shall submit deliverables by email, the COR and assigned Government personnel. The List of Deliverables below, including Due Dates, will be finalized at the kick-off meeting and when Tos is assigned. The Contractor shall provide the deliverables within the agreed-upon periods and format.

Table 2. Deliverables, Milestones, and Delivery Schedule

SOW Sec on Deliverable

No.

Deliverable Due Date Format Deliver To

4.1 Oversight Tasks for Design and Construction

Services

4.1 Deliverable(s)

identified at TO level

TBD TBD TBD

4.1.1 Key Duties

4.1a Deliverable(s) identified at TO level

TBD TBD TBD

4.12 Expertise

4.1b Deliverable(s) identified at TO level

TBD TBD TBD

4.1.4 Commissioning

Agent 4.1c

Deliverable(s) identified at TO level

TBD TBD TBD

No.

Deliverable Due Date Format Deliver To

4.2 Design Oversight

Tasks 4.2

Deliverable(s) identified at TO level

TBD TBD TBD

4.2 Programming

and Concept Development

4.2a

Programming and Concept Development Comprehensive review reports

TBD Document Project Manager

4.2 Site

Investigation and

Surveys

4.2b Detailed site investigation and survey reports

TBD Report Project Manager

4.2 Construction

Document

Development 4.2c

Validated construction documents

TBD

Plans and

Specifications Project Manager

4.2 Life Cycle Cost

Analysis

4.2d Life cycle cost analysis reports TBD Analysis Report Project Manager

4.2 Energy

Modeling and

Efficiency Studies 4.2e

Energy modeling and efficiency study results

TBD Technical Report Project Manager

/Sustainability Team

4.2 Cost

Estimating

4.2f Accurate cost estimating documentation

TBD Spreadsheet Project Manager

4.2 Building

Information

Modeling (BIM) 4.2g

BIM integration assessments

TBD

Assessment

Report Project Manager

/Design Team

4.2 Value

Engineering

4.2h Value engineering reports TBD Report Project Manager

4.2 Value

Engineering

4.2i Value engineering reports > 50 M TBD Report Project Manager

4.2 Sustainable

Design

4.2j Implementation plans for sustainable design

TBD Plan Document Project Manager

/Sustainability Team

4.2 Historical

Preservation

4.2k Historical preservation compliance reports

TBD Compliance Report

Project Manager

4.2 Permit

Applications

4.2l Permit application packages

TBD Package Project Manager /Regulatory Authorities

4.2 Utilities and

Agency

Coordination

4.2m Documentation of coordination efforts

TBD Log Project Manager

4.2 Adjudication

and Review:

Design Reviews and Approvals

4.2n Design review and approval reports

TBD Review Document

Project Manger

4.3 Construction

Oversight 4.3

Deliverable(s) will be identified at TO level

TBD TBD TBD

No.

Deliverable Due Date Format Deliver To

4.3 Construction

Oversight 4.3a

Supervise Project Planning and

Scheduling Report TBD TBD Project Manager

4.3 Construction

Oversight 4.3b

Monitor Site Preparation and

Demolition

TBD

Inspection Report

Project Manager /Site Supervisor

4.3 Construction

Oversight 4.3c

Inspect Building Construction

Ongoing Inspection Logs Project Manager

/Quality Assurance Team

4.3 Construction

Oversight 4.3d

Oversee Mechanical, Electrical, and

Plumbing (MEP) Systems Installation

Phase-End Compliance

Check Report

Project Manager /Engineering

Lead

4.3 Construction

Oversight 4.3e

Supervise Project Planning and

Scheduling Report TBD TBD Project Manager

4.3 Construction

Oversight 4.3f

Monitor Site Preparation and

Demolition

TBD

Inspection Report

Project Manager /Site Supervisor

4.3 Construction

Oversight 4.3g

Inspect Building Construction

Ongoing Inspection Logs Project Manager

/Quality Assurance Team

4.3 Construction

Oversight 4.3h

Oversee Mechanical, Electrical, and

Plumbing (MEP) Systems Installation

Phase-End Compliance

Check Report

Project Manager /Engineering

Lead

4.2 Construction

Oversight 4i

Supervise Fire Protection Systems

Implementation

Before Final Inspection

Safety Compliance

Report

Project Manager /Safety Inspector

4.3 Construction

Oversight 4.3j

Monitor Building Automation Systems

Completion Stage

Functionality Test Report

Project Manager /Automation

Specialist

4.3 Construction

Oversight 4.3k

Inspect Security Systems Installation

Integration Phase

Security Assessment

Project Manager /Security

Coordinator

4.3 Construction

Oversight

4.3l Oversee

Telecommunications and Data Systems

Final Setup System Test

Report Project Manager

/IT Manager

4.3 Construction

Oversight 4.3m

Supervise Site Utilities Installation

Utility Setup Stage

Utility Integration

Report

Project Manager /Site Engineer

4.3 Construction

Oversight 4.3n

Monitor Landscaping and Site

Improvements

Post- Construction

Final Approval Checklist

Project Manager /Landscape

Architect

4.3 Construction

Oversight

4.3o Evaluate Testing, Balancing, and Commissioning

Commissioning Phase

Commissioning Report

Project Manager /Testing

Coordinator

No.

Deliverable Due Date Format Deliver To

4.3 Construction

Oversight

4.3p Review Construction Waste Management

Ongoing Waste Disposal

Logs

Project Manager /Environmental

Specialist

4.3 Construction

Oversight

4.3q Inspect As-Built Documentation

Project Closure Documentation

Checklist Project Manager /Project Archivist

4.3 Construction

Oversight

4.3r Review Operations and Maintenance

Manuals Final Handover Manuals

Project Manager /Operations

Lead

4.3 Construction

Oversight Tasks

Deliverable(s) identified at TO level

TBD TBD TBD

9.1 Kickoff Meeting

9.1a Kick-off Meeting

Briefing

Three business days before kick-off meeting MS PowerPoint CO and COR

9.2 Pre-Construction

Conference 9.2a

Comprehensive breakdown of technical strategies, including detailed specifications for materials, safety protocols, and contingency plans.

Presentation of schematics, drawings, or models to visualize construction phases.

Ten (10) days after the contract award TBD CO and COR

9.3 Meetings, Agendas, Attendance and Correspondence

9.3a Meeting Agenda, Minutes and Attendees

Draft minutes - 2 business days after meeting

Final minutes – 7 business days after meeting

MS Word CO and COR

9.4 Quality Control

Plan 9.4a Quality Control Plan

Twenty business days

MS Word CO and COR

9.5 Quality Assurance

and Quality Control

9.5a Inspection System

Twenty-one business days after contract award

MS Word CO and COR

9.5 Quality Assurance

and Quality Control

9.5b Weekly Quality Control Report

NLT 2 business days after the conclusion weekly

MS Word CO and COR

9.7 Weekly Status

Report 9.7a

Weekly Status Report

(WSR)

Every Monday MS Word CO and COR

No.

Deliverable Due Date Format Deliver To

9.8 Monthly Status

Report 9.8a

Monthly Status Report

No later than 21 days from

Award.

TBD CO and COR

9.9 A er-Ac on

Reports, Lessons Learned

9.9a After-Action Reports, Lessons Learned

TBD

MS Word

CO and COR

9.9 Transi on Plans

9.9b Transition Plans TBD

TBD

CO and COR

10.1 Organiza on and Direc on of the

Work

10.1a Proposed Staffing

Plan

Twenty business days a er each

TO award TBD CO and COR

6 GOVERNMENT FURNISHED EQUIPMENT (PROPERTY) AND INFORMATION

6.1 Government Furnished Equipment (GFE)

a. The Government will furnish at no cost to the Contractor, use in direct performance of this task, mobile laptops for designated critical personnel only, to include any personnel working with Sensitive but Unclassified (SBU) information to fulfill the requirements of this contract, once a favorable BI is completed.

b. If there is damage to any Government property, equipment, stock, or supplies, during the performance of this contract, due to fault or negligence of the Contractor, their agents, or employees, the Contractor shall be responsible for such loss or damage. The Government may either require the Contractor to replace all property or reimburse the Government to replace all property or reimburse the Government for the full value of the lost or damaged property.

6.2 Government Furnish Information (GFI)

The Government will provide the Contractor with the following GFI.

a. CBP Design Standards

b. DHS Design Standards.

7 SECURITY

7.1 Background Investigation

The Contractor shall comply with CBP administrative, physical, and technical security controls to ensure CBP's security requirements are met.

Essential contractor personnel must receive a minimum CBP Tier 2 BI clearance through a complete CBP background investigation before reporting for duty. A CBP Tier 2 BI clearance is required for all Contractor employees requiring Government Furnished Equipment (GFE) and access to CBP IT systems.

The Contractor Company must also run a preliminary criminal background check on candidates prior to being referred to CBP. Only candidates who pass the preliminary criminal background check, performed by the Contractor, and who receive a CBP Tier 2 BI clearance with approval from the CBP, Security Programs Divisions, may perform work under this SOW.

Contractor employees shall complete the required BI initiation documents prior to onboarding. BI initiation documents include:

Background Investigation Requirements Determination (BIRD) Document (CBP Form 78)

a. Fair Credit Reporting Act (FCRA)

b. Non-Disclosure form (DHS Form 11000-6).

The Contractor will receive an invite into the BI system by the CBP Security Programs Division. Once the invitation has been issued, the Contractor has up to ten (10) business days to complete the BI documents in accordance with the guidance provided in the BI initiation package. The information must be corrected and reviewed by a CBP Official for completeness.

Failure to complete the documents in the allotted time can result in the removal of the Contractor from CBP office spaces and BI termination.

Failure of any Contractor personnel to pass a CBP Tier 2 BI shall mean that the Contractor failed to satisfy the requirement to provide a cleared person.

Continuing failure to provide cleared personnel is grounds for termination unless CBP is provided replacement candidates capable of passing CBP’s Tier 2 BI in a timely manner.

7.2 General Security

All contractor personnel entering in or working on a Federal facility shall be subject to the security provisions and requirements of the facility. Work at the facility may incur time constraints associated with security compliance activities, i.e., personnel and vehicle inspections, etc. The contractor shall ensure that security compliance activities are properly factored into the work scheduling and cost proposals. The contractor shall coordinate with security officials at the facility regarding all applicable security requirements.

All personnel entering in or working on Federal property will be screened and checked for criminal history and proper immigration status. Personnel who do not meet the minimum standards will not be allowed on the job site. The following items determine whether a person has met the minimum standards as it relates to the criminal history requirement:

a. Felony conviction

b. Immigration violation (unless exonerated by a judge)

c. Active warrant (anywhere).

Be advised that if an individual does not have clear vetting, the Government cannot disclose for privacy reasons why they failed. To further clarify, the CBP vetting criteria are separate from any E-Verify requirements that the contractor may have.

The contractor may be required to submit the following information to the applicable CBP Sector/Station Security Manager for each employee (including subcontractor personnel) having access to the site, no less than five (5) business days prior to work start. The COR will inform the contractor of the specific information requirements to be submitted, but generally include: Individual’s full name;

Date of birth; Place of birth; Social Security Number (SSN); Driver’s license and/or State identification number; On a case-by-case basis, the Contractor may be asked to furnish photocopies of the driver’s license or state identification card and the SSN or alien registration number in order to help verify and/or resolve conflicting information resulting from the security screening process.

8 CONTRACT INFORMATION

8.1 Periods of Performance

The period of performance for this contract, presented in the table below is for a total of five (5) years, one (1) base year plus four (4) one (1) year option periods.

Table 3. Periods of Performance

Performance Period Start Date End Date

Base Period March 16, 2026 March 15, 2027

Option Period 1 March 16, 2027 March 15, 2028

Option Period 2 March 16, 2028 March 15, 2029

Option Period 3 March 16, 2029 March 15, 2030

Option Period 4 March 16, 2030 March 15, 2031

8.2 Hours of Operation

The Contractor is required to provide eight (8) daily hours of support Monday through Friday and maintain coverage throughout core hours 8:00 AM to 5:00 PM Eastern Standard Time (EST). The standard operating hours for Architect-Engineer (AE) Advisory Services and Construction Management Services (CMS) are from 8:00 AM to 5:00 PM Eastern Standard Time (EST), Monday through Friday.

These hours facilitate collaboration and efficient project management among stakeholders.

During these core hours, teams conduct activities such as contract reviews, performance evaluations, and project deliverables. Operations outside of these hours may be conducted in response to emergencies or urgent deadlines, requiring coordination with project managers or team leaders. This flexibility ensures continuous progress and adherence to timelines for both administrative functions and field operations.

For specific projects or sectors, adjustments to these hours may be made to accommodate unique needs, ensuring all advisory and management services maintain high standards of responsiveness and efficiency.

8.3 Place of Performance

The place of performance for this contract includes any locations designated by U.S. Customs and Border Protection (CBP), Enterprise Services, Office of Facilities and Asset Management (OFAM).

Detailed information on the place of performance will be determined and specified in for each project.

CBP operates across 328 ports of entry throughout the United States, covering air, land, and sea access points. These are organized into 20 Border Patrol Sectors, each with multiple stations. Some notable sectors and their stations include:

a. Disclosure El Paso Sector (Texas and New Mexico): El Paso, Santa Teresa, Truth or Consequences, Deming

b. San Diego Sector (California): Chula Vista, Campo, Imperial Beach, El Cajon, Brown Field

c. Rio Grande Valley Sector (Texas): McAllen, Brownsville, Harlingen, Falfurrias

d. Laredo Sector (Texas): Laredo, Freer

e. Del Rio Sector (Texas): Del Rio, Eagle Pass

f. Big Bend Sector (Texas): Marfa, Presidio

g. Buffalo Sector (New York): Niagara Falls, Rochester, Oswego, Wellesley Island

h. Detroit Sector (Michigan): Detroit, Marysville, Sandusky Bay, Sault Sainte Marie

i. Blaine Sector (Washington): Blaine, Sumas, Bellingham, Port Angeles.

8.4 Disclosure of Information

Any information made available to the Contractor by CBP shall be used only for the purpose of conducting the provisions of this agreement. This information shall not be divulged or made known in any manner to anyone except when necessary. The Contractor shall sign and abide by non-disclosure forms and policies of CBP.

The Contractor assumes responsibility for the protection of the confidentiality of government records in the performance of this contract. All work done and the reports under this contract shall be considered Sensitive but Unclassified (SBU) and shall be marked as such.

9 PROGRAM MANAGEMENT

9.1 Kick-off Meeting

The Government will host a formal contract kick-off meeting (virtually and in person) within at least ten

(10) business days after the contract award. The purpose of the kick-off meeting is to ensure there is mutual agreement and understanding of contract requirements, and terms and conditions; align contract objectives and expectations; and establish roles and responsibilities. The government project team lead will be designated during this meeting. Key personnel and contract representatives from the contractor are expected to be present. (D-9.1a)

The Contractor shall prepare a kick-off meeting briefing deck and submit it to the Government for review five (5) business days following contract award. The briefing deck shall be developed using Microsoft PowerPoint and will cover each task and strategy to meet objectives.

9.2 Pre-Construction Conference

A pre-construction conference will be conducted ten (10) days after the contract award, with the date to be determined later. The conference will cover general requirements for future projects, including schedules, submittals, notice to proceed requirements, mobilization at various project sites, and other critical issues impacting construction progress. Refer to FAR 52.236-26, Pre-Construction Conference for additional details.

Pre-construction conferences are critical for laying the groundwork for successful project execution.

These technical sessions aim to address the practical and regulatory aspects of construction tasks in detail. During the conference, the contractor will discuss specifications for materials, equipment, methodologies, and timelines to ensure compliance with both project standards and government regulations.

The contractor…