Request for SF330 OR1_Atch 2 - AE IDIQ MATOC SOW FINAL 05 2024.docx

ARCHITECT - ENGINEER (A-E), INDEFINITE-DELIVERY, INDEFINITE-QUANTITY (IDIQ), MULTIPLE AWARD TASK ORDER CONTRACT (MATOC)

STATEMENT OF WORK

1. INTRODUCTION: Nationwide consists of five Regions (1-5) encompassing all 18 Veteran Integrated Service Networks (VISNs) which includes all 50 States, Virgin Islands, Puerto Rico, Guam, American Samoa, and the Philippines. The professional services provided under this IDIQ contract are of an architect or engineering nature, as defined by State law, as applicable, which are required to be performed or approved by a person licensed, registered, or certified to provide such services.

Architect/Engineer (A-E) services are required to provide project site investigation; data input and analysis; project scoping and cost estimating; development of Requests for Proposal technical requirements; complete detailed designs for maintenance, repair, alteration, and new construction projects; third party design reviews; procurement support; construction period services, including submittal reviews; commissioning; project management; and construction management. These projects will require multi-disciplinary planning, designing and A-E service for institutional, commercial, and industrial type facilities.

2. SCOPE: The A-E firm shall provide to the Government Part I (A & B) and/or Part II (C) Services.

a. Projects may include, but are not limited to, Architectural, Engineering, I.T. Infrastructure, Fiber and Cabling, Mechanical Engineering, Heating, Ventilation, and Air Conditioning, Electrical Engineering, Physical Security, Architectural Design, Buildings and Structures, Environmental Engineering and Compliance Permitting, Fire Protection Engineering, Geotechnical Engineering, National Environmental Policy Act (NEPA), Section 106 Compliance and Construction Permitting, Site Development, Surveying, Water and Wastewater Systems and Facilities, Construction Administration Services, Building Systems and New Building Design, Interior and Exterior Renovations, Medical Equipment Site Preparation, Landscape Design, Space Programming, Civil Engineering, Structural Engineering, and Fire Protection Engineering, and Commissioning.

b. Development of Design Programs; Schematic Design, Design Development; Construction Documents Peer Review; Specialty Consultant; Constructability Review; QA/QC; Construction Submittal Review; RFP for Design-Build; A-E Services to Support Design-Build; Facility Condition Assessments; Electrical Studies, Seismic Studies, Design Services for Minor and Non-Recurring Maintenance Projects, Value Engineering; Commercial office and Medical Facilities building design, Commercial interior space planning, furniture design and layouts and signage and wayfinding. Drawings as necessary for all project requests, construction period services for all design contracts leading to construction, cost estimates, schedules, digital models to communicate concepts to users, physical space mock-ups, and preparation of statement of work (SOW). A-E shall prepare site and architectural block or line plans, magnitude cost estimates, analytical, investigative and certification services & reports, attend site visits, validation of clinical program workloads and related data (VA provided or other healthcare market analysis) as necessary to provide applicable design and construction solutions.

c. Work shall include, but may not be limited to, field survey; site and facility investigation; preparation of special technical studies; analyses of structural systems; feasibility and concept studies; material investigation and color studies; preparation of engineering studies and/or investigation and preparation of A-E documents and reports for projects with associated structural, civil, landscaping, mechanical, electrical, environmental subsurface soil investigations and incidental work; preparation of design documents to include building and ground alteration, maintenance, repair and minor construction; cost and schedule estimates; and monitoring and evaluating the construction progress for conformance to plans and specifications including review of required submittals by the contractor.

d. Other A-E Services: Although these services are design and construction related, they are not necessarily connected with a specific construction project. The services consist of developing design criteria, fact finding studies, surveys, investigations, third party design reviews, independent fire protection review by registered fire protection engineer, commissioning, compliance, and restoration by registered architects and/or engineers. Additionally, work may include project management, construction management, procurement support and construction period services.

e. Construction Time: The A-E firm shall provide a recommended construction performance period for the complete and useable project(s). Recommendations will be based on the designer’s experience, knowledge of the industry, local market forces, weather conditions and availability of resources. Specific references shall be made to equipment/material items that may have a long lead item and could pose a problem to the performance period.

3. STATEMENT OF SERVICES: The A-E firm shall perform all or part of the following services as more specifically identified in each task order.

a. Part I (Type “A” Services). The A-E firm shall perform all work required to investigate existing conditions (Pre-Design). This work includes pre-scope field investigations (site visits) and surveys (topographic, geotechnical, chemical, site utilities, existing mechanical etc.), energy modeling/analysis, programming, commissioning, and similar fact-finding surveys of the site to provide reports of existing conditions on which to base proper design; and similar services not involved in the preparation of designs, plans, drawings, and specifications.

b. Part I (Type “B”) Services: The A-E firm shall perform those items normally furnished by an A-E in the actual preparation of the design documents (plans, drawings, estimates, specifications, submittal register, Comprehensive Interior Design, etc.) in the Schematic, Design Development and Construction Document phases. The A-E shall perform all work required to produce documents describing the work required to accomplish the project as specifically identified in each Task Order (TO). Unless otherwise specifically provided therein, the A-E shall perform these services as follows.

1. Field Survey and Investigation: The A-E firm shall visually inspect the site and/or facility for familiarization with the scope of work and general conditions of the facility. Coordinate with the using activities to obtain their operational activities for the development of functional relationships and detailed requirements. The A-E shall visit the project site for investigation of the existing physical conditions and to ensure the accuracy of the drawings, as available, furnished to the A-E by the Government.

1. Cost Estimates: The A-E firm shall design each project to provide a complete and usable facility within a given target construction cost provided by the Government. The target construction cost will be provided to the contractor in our requests for proposal and on the executed contractual document, the Standard Form 252. The A-E cost estimates shall be based on labor and material prices prevailing in the project’s locality. Cost estimates shall be descriptive, detailed, and includes all operations of work required including quantities and unit costs. Additionally, the construction cost estimate shall include Government Furnished Equipment (GFE) and contractor furnished equipment when applicable. The A-E cost estimate shall summarize all cost by material, labor, other direct costs, overhead, profit, and bonding costs. Cost estimates shall be prepared on an electronic version of a CO and COR pre-approved electronic spreadsheet that provides the information specified above.

1. Project Costs: The A-E shall be required to conduct the field survey and investigations, prepare the preliminary drawings, data, reports, etc., and design the full scope of the work as outlined above and as agreed upon during review of study data and recommendations. If the estimated costs exceed the amount indicated on the project description sheets for each project (based on current anticipated scope and subject to adjustment to approved scope), sufficient alternates to the construction contract should be determined at the time of the preliminary review conference to reduce the cost below this amount, if deemed necessary by the Government. Cost estimates, and computation sheets prepared by the A-E shall be marked “FOR OFFICIAL USE ONLY”.

1. Phasing Plans, Impact Mitigation, and Energy. Construction work will be in occupied Medical Centers and every effort will be made to interface construction with Medical Center operations. To minimize impact this means the preparation of detailed phasing plans including associated moves. Phasing plans will show exact areas of work along with specific outage times, infection control risk assessment (ICRA) mitigation measures (including specific dust, noise, debris control), interim life safety measures (ILSM) which provide for specific measures to mitigate any reduction in fire protection features (i.e., exits out of service, fire sprinkler removal, etc). Utility outages will be carefully planned and described in the Construction Documents to allow all OSHA required safety measures to be maintained while continuing Medical Center operations. (For example, outages must provide means to shut off and lock out / tag out equipment while still allowing for Medical Center to continue operations). Project must meet all legal requirements and executive orders including Energy Policy Act (EPAC) 2005, Energy Independence and Security Act (EISA) 2007, Executive Order (EO) 13514, and EO13423 all dealing with environmental, energy, and water as specifically applied to Federal Buildings. This requires up front analysis and planning.

c. Part II (Type “C” Services): Provide Construction Period Services, Project Management, Construction Management, and/or Commissioning services to support the VA design and construction delivery process. Services include those items involving inspecting, monitoring, commissioning, and evaluating design and/or construction activities to validate conformance to scope of work, plans and specifications. These services include reviewing, evaluating and testing product submittals and shop drawing, preparation of construction contract modifications and drafting of Request for Information (RFI) responses. The A-E shall provide commissioning services as outlined in “OCFM Whole Building Commissioning Process Manual.” (https://www.cfm.va.gov/til/spclRqmts.asp#Cx)

g. Public Laws and Executive Orders with specific reference to EPAC 2005, EISA 2007, Environmental Policy, EO 13423, EO 13514, etc., shall apply.

1) Survey of existing facilities

2) Study of requirements

3) Conceptual Floor Plans and Elevations

4) Energy Modeling and Analysis

5) Commissioning Agent Input

6) Phasing and other mitigation factors including ICRA and ILSM.

During Phase I, the A-E shall conduct a survey investigation and study based on broad guidance furnished herein, and as may be supplemented by other Government-furnished material, will determine the recommended scope, materials, quantities, etc., and proceed to Phase II. Conferences or site visits will be conducted (if required).

b. Phase II for accomplishing design work (Schematic and Design Development):

1) Schematic Documents - 35% Drawings (half size)

2) Schematic Documents - 35% Specifications

3) Schematic Documents - 35% Cost Estimate

4) Design Analysis

5) Energy, ICRA, ILSM and Phasing

6) Conference at the Contracting Office (unless specifically omitted)

7) Design Development - 65% Drawings (half size)

8) Design Development - 65% Specifications

9) Design Development - 65% Cost Estimate

10) Design Analysis

11) Energy, ICRA, ILSM and Phasing

12) Conference at the Contracting Office (unless specifically omitted)

c. Phase III Completion of design (unless specifically omitted) shall include all review comments from Phase II (Construction Document):

1) Construction Document Drawings- 95% (half size & full size)

2) Construction Document Specifications - 95%

3) Construction Document Cost Estimates - 95%

4) Construction Document Design Analysis (95%)

5) Final analysis and approval of Phasing, Energy Analysis including Measurement and Verification plan, ICRA plan, ILSM plan and detailed phasing plan.

6) Conference at the Contracting Office (unless specifically omitted)

7) Final Bid Documents (100%) as listed below shall be delivered to the office of the CO incorporating all review comments from the 95% review.

a. Final Bid Drawings (half size &full size)

b. Final Bid Specifications

c. Final Bid Cost Estimate

d. Final Bid Design Analysis

8. GOVERNMENT FURNISHED INFORMATION: The Government, through the CO, within a reasonable amount of time after issuance of a TO, will provide access to applicable data and information (as available) for the execution of the described work. Data shall be returned to the COR upon completion of the individual TO. This data is on file in the Station Facility Management (FMS) Office and may be obtained for review by the A-E. All data from the Government shall be treated with care and is classified “FOR OFFICIAL USE ONLY”, unless told otherwise. All data cannot be distributed, retransmitted, or reproduced without written permission from the Government. The data will include where applicable and available:

a. General Site Plan.

b. Small scale layout drawing or sketch showing possible arrangement of space (to serve as a guide).

c. Basic floor plan showing location of project (unless specifically omitted).

d. Existing record drawings as available.

e. Design criteria applicable to required Task Order.

f. Special requirements for preparation of drawings, reports, specifications, cost estimates, and design analysis.

g. Government-furnished equipment list, if applicable.

1) Cover Sheet/Location Plan: The A-E shall prepare a cover sheet with a location plan on the first sheet of the project drawings. This location plan will be the base map or a portion thereof which covers the general project location and base location relative to metro area. The cover sheet containing the latest signature format shall be used.

2) Code Data Sheet: The A-E shall prepare a separate sheet showing all code calculations, life safety requirements, energy modeling/analysis and design conditions/assumptions. As a minimum, the following information shall be provided: Applicable Codes used on the drawing; Building Description; Occupancy Classification; Type of Construction; Exit Requirements; Allowable Floor Area; Hazard Classification, Design Loads and Conditions.

b. The Task Order may require any portion of a design in accordance with PG-18-15: Schematics, Design Development, Construction Documents, or a combination of these.

1) For projects where the VA is contracting for Schematics Documents only, Schematics and Design Development Documents only, or Schematics, Design Development, and Construction Documents, the VA will provide the Design Program (if available), Facility Development Plans (if available), and VA design standards to accompany the Scope of Work for the project.

12. CONSTRUCTION COST ESTIMATE: Cost estimates shall be prepared using the VA standard: https://www.cfm.va.gov/cost/index.asp. The top and bottom of each sheet of the cost estimate shall be marked “FOR OFFICIAL USE ONLY”. Each work class (i.e., Maintenance, Repair, and Minor Construction) shall require a separate cost estimate that will have its own separate bid line item as detailed by VA Cost Estimating procedures.

a. A short description of the work involved.

b. The designer’s assumptions for the design.

c. The references used for computations as they occur.

d. The equations, tables, or curves used or developed, with references cited where they are taken from non-standard sources.

e. The detailed computations as necessary to establish the design.

f. Suitable free-hand sketches to illustrate the designer’s intent such as steel sizing and arrangement, pipe arrangement, beam layout, etc.

g. Size selection of equipment even where computations are not required. This may consist, for example, of a single statement such as, “use a 60 HP Westinghouse piston compressor model XYZ”. Where necessary, include statements that show the basis for selections that are to be included. Calculations and information source shall be shown in an orderly and logical manner to permit review and checking. The design analysis shall be furnished to the CO as indicated on the design schedule.

h. Phasing Plans, Outage Plans, ICRA, ILSM, Energy/ Water, Environmental Considerations.

i. The following statement shall be in each design analysis: “This design has been reviewed from a value engineering standpoint and has been planned to achieve the required function at the lowest overall cost, not merely the lowest initial cost.”

15. REQUIRED COPIES OF DELIVERABLE MATERIAL: The deliverables and delivery schedule shall be determined and established in each Task Order. All delivery charges shall be prepaid by the A-E firm. The Contracting Officer reserves the right to establish the order (sequence) in which the services are performed. If deliverables are not specifically addressed in the Task Order, the A-E shall furnish the required materials to the COR with one copy to the CO, in the number of copies indicated below for each phase.

Phase II of Contract:

3. Schematic Documents:

1) Schematic Documents Working Drawings (hard copy and electronic file) - Two (2) sets of hard copy prints (half size); electronic files in AutoCAD and Portable Document Format (PDF); one compact disk (CD), packaged so drawings can be viewed logically and independently using a preloaded viewer (i.e. TruView for AutoCAD and Adobe for PDF).

2) Schematic Documents Specifications (hard copy and electronic file) - Two (2) sets of hard copy. Electronic file in Portable Document Format (PDF); one CD, packaged so the specifications can be viewed logically and independently using a preloaded viewer (i.e. TruView for AutoCAD and Adobe for PDF).

3) Schematic Documents Design Analysis (hard copy and electronic file) - Two (2) sets of hard copy; electronic file in Portable Document Format (PDF); one CD packaged so the design analysis can be viewed logically and independently using a preloaded viewer (i.e. TruView for AutoCAD and Adobe for PDF).

4) Schematic Documents Contract Cost Estimate (hard copy and electronic file) - Two (2) sets of hard copy; electronic file in Portable Document Format (PDF); one CD, packaged so cost estimate sheets can be viewed logically and independently using a preloaded viewer (i.e. TruView for AutoCAD and Adobe for PDF).

3. Design Development:

1) Design Development Working Drawings (hard copy and electronic file) - Two (2) sets of hard copy prints (half size); electronic files in AutoCAD and Portable Document Format (PDF); one CD, packaged so drawings can be viewed logically and independently using a preloaded viewer (i.e., TruView for AutoCAD and Adobe for PDF).

2) Design Development Specifications (hard copy and electronic file) - Two (2) sets of hard copy. Electronic files in Portable Document Format (PDF), one CD, packaged so specification sheets can be viewed logically and independently using a preloaded viewer (i.e. TruView for AutoCAD and Adobe for PDF).

3) Design Development Design Analysis (hard copy and electronic file) - Two (2) sets of hard copy. Electronic files in Portable Document Format (PDF), one CD, packaged so design analysis sheets can be viewed logically and independently using a preloaded viewer (i.e. TruView for AutoCAD and Adobe for PDF).

4) Design Development Contract Cost Estimate (hard copy and electronic file) - Two (2) sets of hard copy. Electronic file in Portable Document Format (PDF), one CD, packaged so cost estimate sheets can be viewed logically and independently using a preloaded viewer (i.e. TruView for AutoCAD and Adobe for PDF).

5) Design Development Comprehensive Interior Design (CID) – Two (2) sets of Furniture, Fixtures and Equipment (FF&E) submittals and two (2) sets of Structural Interior Design (SID) submittals as defined in UFC 3-120-10 Interior Design.

Phase III of Contract:

c. Construction Documents:

1) Construction Documents: Three (3) sets of hard copy prints (one (1) set full size, two (2) sets half size). Electronic files in AutoCAD and Portable Document Format (PDF); one CD, packaged so drawings can be viewed logically and independently using a preloaded viewer (i.e., TruView for AutoCAD and Adobe for PDF).

2) Construction Documents: Two (2) hard copy sets. Electronic files Portable Document Format (PDF), one CD, packaged so specification sheets can be viewed logically and independently using a preloaded viewer (i.e., TruView for AutoCAD and Adobe for PDF).

3) Construction Documents: Two (2) hard copy sets. Electronic files in Portable Document Format (PDF), one CD, packaged so design analysis sheets can be viewed logically and independently using a preloaded viewer (i.e., TruView for AutoCAD and Adobe for PDF).

4) Construction Documents: Two (2) hard copy sets. Electronic file in Portable Document Format (PDF), one CD, packaged so cost estimate sheets can be viewed logically and independently using a preloaded viewer (i.e., TruView for AutoCAD and Adobe for PDF).

5) Construction Documents: – Two (2) sets of CID binders which include Furniture, Fixtures and Equipment (FF&E) submittals and Structural Interior Design (SID) submittals.

d. Final Bid Documents:

1. Final Bid Drawings: One (1) set of full-size prints and two (2) sets of half size prints. Final drawings shall also be submitted in AutoCAD format and in Portable Document Format (PDF). Additional sets may be negotiated as required.

1. Final Bid Specifications: One (1) original signed set on bond paper plus two (2) bound sets. Final specifications shall also be submitted on CD in Portable Document Format (PDF) and Microsoft Word formats. The submittal register may be in Excel format instead of Microsoft Word format. Additional sets will be negotiated as necessary.

1. Final Bid Cost Estimate: Two (2) sets of copies and one set of originals plus electronic version in Portable Document Format (PDF), and Excel or Word formats.

1. Final Bid Design Analysis: Two (2) sets of copies and one set of originals plus electronic version in Portable Document Format (PDF), and Excel or Word formats. A statement or listing of recovered materials to show that these items have been addressed shall appear in the design analysis.

1. Final Bid Comprehensive Interior Design (CID): Two (2) sets of CID binders which include Furniture, Fixtures and Equipment (FF&E) submittals and Structural Interior Design (SID) submittals as defined by VHA standards.

Recovered Materials Determination Form that the A-E shall complete as part of the 100% submission of every project.

16. DESIGN SCHEDULE: The A-E firm shall complete all work and services under this contract within the period specified in the TOs to be issued and shall deliver the submittals to the COR and CO in accordance with the following schedule. The performance period for each phase will be a point of negotiation for each project TO:

a. Phase I of Task Order

1) Concept Submittal (Design approximately 10% complete).

2) Government Review Period.

b. Phase II of Task Order

1) Schematic Documents (Design approximately 35% complete).

2) Government Review Period.

3) Design Development (Design approximately 65% complete)

4) Government Review Period.

c. Phase III of Order

1) Construction Documents (Design approximately 95% complete).

2) Government Review Period.

3) Final Bid Documents (Design 100% complete).

d. The time required by the Government to review submissions made by the A-E under this contract will vary according to the specific workload. The review periods established in the completion schedules set forth in TOs are the maximum anticipated periods required. Every effort will be made to accomplish reviews within a shorter period.

e. The A-E shall make corrections to the drawings, specifications, contract cost estimate, and design analysis as required by the FMS Office, the VISN CAMS/Regional Engineer or the VISN Regional Contract Management Office.

a. The FF&E submittal is used for procurement of furnishings for new or renovated facilities. It includes anything not permanently attached to the building. FF&E information and samples are submitted in 8 ½” x 11” format using three ring binders with pockets on the inside of the covers. The design submittal requirement will include but is not limited to the following: Narrative of Interior Design Objectives, Point of Contact List, Itemized Furnishings Cost Estimate, Best Value Determination, Item Code Legend, Item Installation List, Furnishings Order Forms, Furnishings Illustration Materials, Manufacturers List, and Furniture Plans.

b. Due to the project construction timing, furniture order data sheets shall be updated to verify product availability and current cost approximately three to six months before the construction completion date. The exact schedule will be determined for each individual task order.

a. The Government’s policy is to acquire supplies and services that promote energy and water efficiency, advance the use of renewable energy products, and help foster markets for emerging technologies. The specifications shall require that the contractor provide ENERGY STAR or other energy-efficient products.

b. The A-E shall be alert to methods and products that will contribute to waste minimization and reduction and incorporate them into the project design to the greatest extent practicable. A statement or listing of recovered materials to show that these items have been addressed shall appear in the design analysis.

c. The A-E shall incorporate green building and sustainable design practices and elements into project designs to the greatest extent practicable. Project designs shall meet the guiding principles and all energy/water/environmental requirements established by EPACT 2005, EISA 2007, EO 13514, and EO 13423.

25. OZONE-DEPLETING SUBSTANCES

a. Definitions:

1) “Class I Substance” means any substance designated as Class I by the USEPA (40 CFR Part 82), including but not limited to chlorofluorocarbons, halons, carbon tetrachloride and methyl chloroform.

2) “Class II Substance” means any substance designated as Class II by the USEPA (40 CFR part 82), including but not limited to hydro chlorofluorocarbons.

b. The A-E firm shall not specify, require, or in any way incorporate the use of a Class I substance. To the maximum extent practicable, the A-E firm shall avoid specifying, requiring, or incorporating the use of a Class II substances in a design document prepared under this contact. Such substances will be considered acceptable when no non-ozone depleting alternatives are available.

c. The A-E firm shall document that any alternatives to Class I substances or Class II substances, which the A-E specifies, requires, or in any way incorporates into a design document, are identified within USEPA’s “Significant New Alternatives Policy Program” as an “acceptable substitute.”

d. State-specific ODS Air Permitting Requirements - depending on state implementation of federal Clean Air Act (i.e., California, New Mexico, Arizona, Washington, Oregon, Idaho, Nevada, Hawaii, Alaska, Guam, Philippines and American Samoa) the A-E shall determine whether an air pollution emission notice (APEN) or air permit is required before initiating procurement/testing/operation of a new or replacement CFC/HCFC charged chiller systems.

26. STORMWATER, SOIL, AND EROSION CONTROL: The A-E firm shall include in the design soil and erosion control measures in accordance with local jurisdictions as required by that specific locations laws and shall provide the following in terms of storm water, soil, and erosion control for all projects:

a. The definition of disturbed area on a project includes all areas disturbed, including lay down and staging areas, site access, etc., not just the project site footprint.

b. For projects disturbing greater than 5000 sf but less than 1 acre, develop a stand-alone soil and erosion control plan.

c. For projects disturbing greater than one acre develop a stand-alone soil and erosion control plan and have it approved by the applicable local authoritative governments as required by local and/or state authority.

d. The A-E shall include the calculation of project area used to determine soil and erosion control requirement in the design analysis. The A-E shall be responsible for any “processing” and “expediting”, etc. fees. The design will not be considered complete until the approved plan and approval documentation are provided to the Government. Three copies of each shall be submitted as part of the 100 percent submittal.