Scope of Work.pdf

USDA Forest Service Project Scope of Work

5/15/2023 Ripplebrook Work Center Infrastructure 1/18

Mt. Hood National Forest

Ripplebrook Work Center Infrastructure

Statement of Work

May 15, 2023 https://www.bing.com/images/search?q=forest+service+shield&id=690695D39FDB3C53B372A9701B27D5E849C6166F&FORM=IQFRBA

5/15/2023 Ripplebrook Work Center Infrastructure 2/18

Table of Contents

1. BACKGROUND AND GENERAL INFORMATION

1.01 LOCATION

1.02 PROJECT DESCRIPTION

2. PROJECT TASKS

2.01 TASK INFORMATION

3. GENERAL SCOPE OF WORK

3.01 GENERAL REQUIREMENTS

3.02 PROJECT MANAGEMENT AND QUALITY CONTROL REQUIREMENTS

3.03 HIGH PERFORMANCE DESIGN

3.04 LOCALLY SOURCED RENEWABLE ENERGY

4. TASK 1 – ALTERNATIVE DEVELOPMENT/DESIGN INTENT MEETING

4.01 ALTERNATIVE DEVELOPMENT

4.02 DESIGN INTENT MEETING REQUIREMENTS

5. TASK 2 – FIELD INVESTIGATIONS

5.01 FIELD INVESTIGATION REQUIREMENTS

5.02 FIELD INVESTIGATION DELIVERABLES

6. TASK 3 – MASTER SITE DEVELOPMENT PLAN

6.01 SITE DEVELOPMENT PLAN REQUIREMENTS

7. TASK 4 – SCHEMATIC DESIGN – 30%

7.01 SCHEMATIC DESIGN REQUIREMENTS

8. TASK 5 – DESIGN DEVELOPMENT – 60%

8.01 DESIGN DEVELOPMENT REQUIREMENTS

9. TASK 6 – CONSTRUCTION DOCUMENTS – 90% AND 100%

9.01 CONSTRUCTION DOCUMENT REQUIREMENTS

10. TASK 7 – ENGINEERING SERVICES DURING CONSTRUCTION – OPTION12

10.01 GENERAL REQUIREMENTS

10.02 SUBMITTAL REVIEW

10.03 SPECIAL PURPOSE SITE VISITS

10.04 AS-BUILTS

11. TASK 8 – CONSTRUCTION MANAGEMENT SERVICES – OPTION

11.01 GENERAL

11.02 CONSTRUCTION INSPECTOR

11.03 CONSTRUCTION INSPECTION

12. TASK 9 – COMMISSIONING REPORT – OPTION

12.01 GENERAL

13. SECTION J – LIST OF ATTACHMENTS

13.01 FILE TRANSFER SYSTEM FOR DATA

13.02 ATTACHMENTS

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1. BACKGROUND AND GENERAL INFORMATION

1.01 LOCATION

A. The project is at Ripplebrook Work Center on the Clackamas Ranger District. It is located at Milepost 49.5 on Highway 224.

1.02 PROJECT DESCRIPTION

A. The Mt. Hood National Forest needs a design for multiple buildings and associated infrastructure at the Ripplebrook Work Center. The infrastructure includes:

1. 2,100 SF building housing a 1,296 SF tree cooler that will operate between 28o and 36o and 60-90% humidity.

2. 6,750 SF fire warehouse/engine station that will have 2,500 SF of office, 2,500 SF of warehouse space, and 1,750 SF for engine storage.

3. 500 SF pre-fabricated hazardous materials storage structure located adjacent to the fire warehouse.

4. Twenty (20) person bunkhouse containing bedrooms, bathrooms, laundry, living spaces, and kitchens. The bunkhouse shall be two (2) stories, each housing ten (10) people. To provide flexibility, it should be set up in a five (5) person modular arrangement so that sections not in use can be closed.

5. Associated parking and utility connections to water sewer, power, and telecommunications.

6. Replacement of 1,600 LF of water line. Inspection and possible replacement of an additional 2,200 LF of water line.

7. Installation of a sewage pump station with connection to the existing system.

B. The following General Scope of Work outlines the Tasks and additional criteria involved to accomplish these activities.

2. PROJECT TASKS

2.01 TASK INFORMATION

A. The scope of work for this project is divided into the following tasks:

1. Task 1 – Alternative Development/Design Intent Meeting

2. Task 2 – Field Investigations

3. Task 3 – Master Site Development Plan

4. Task 4 – Schematic Design - (30%)

5. Task 5 – Design Development - (60%)

6. Task 6 – Construction Documents - (90% & 100%)

7. Task 7 – Engineering Services During Construction – Option

8. Task 8 – Construction Management Services – Option

9. Task 9 – Commissioning Report – Option

B. All work associated with the site shall be done for all tasks.

C. The completion date for Tasks 1-6 is a total of 300 calendar days upon receipt of the Notice to Proceed.

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D. Tasks 7, 8, and 9 will be option items to be exercised by the Forest Service. The tasks will be exercised within 90 days of the completion of the Construction Documents.

3. GENERAL SCOPE OF WORK

3.01 GENERAL REQUIREMENTS

A. The intent of this project is to obtain architectural, engineering, and technical design services for the Ripplebrook Work Center Infrastructure project. The purpose is to develop a Master Site Plan, Schematic Design Documents, Design Development Documents, and Construction Documents, and to provide Engineering Services During Construction.

B. The Contractor shall furnish all materials, supplies, equipment, transportation, and personnel to provide the described architectural and engineering services.

C. The Contractor shall perform necessary research, field investigations, and engineering calculations. The field investigation report and basis of design narrative shall incorporate all engineering computations, test and survey results, code review and references/citations, assumptions, life cycle cost analysis, sustainable/third party certification data (if appropriate), maps, drawings, and all other similar pertinent information to clearly document and support recommendations provided.

D. Individuals performing the work shall have the appropriate education, experience, certifications, and professional registrations, as appropriate, to perform the services required in the task order. All work will be completed by or under the direct supervision of architects and/or engineers licensed in the State of Oregon (as appropriate to the work being performed). The final design shall be stamped by a supervising professional, licensed in the State of Oregon.

1. Design of fire protection systems shall be performed by or under the direct supervision of a licensed Fire Protection Engineer. NICET certification is insufficient.

E. Design shall meet the requirements of the most recent edition of the specific design criteria and codes listed in all sections of this contract, the Forest Service Manuals and Handbooks, and State/Local requirements if more stringent than those listed above.

F. All deliverables including, but not limited to, drawings, documents, reports, and specifications shall become the property of the Government upon receipt, and the Government shall have the right to reuse these items in the future as it sees fit without further compensation to the consultant contractor, sub-consultants and/or architects, engineers, surveyors, or the firm(s) that created them.

G. At a minimum the design shall include features that meet the following requirements:

1. Provide a master site plan that meets the requirements listed in Task 1.

2. Incorporate a design intent meeting into the design process. The general scope of this meeting is to serve as a kick-off for design and development and address any questions prior to design work starting.

3. Utilize the Forest Service Design Requirements, program information, and site maps as a starting point for the design.

4. Analyze and document the major architectural and engineering aspects of the existing site, including existing utilities, as background for design and construction. The Contractor shall perform necessary research, field investigations, and engineering calculations.

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5. Incorporate mitigation measures as the result of any NEPA decisions made during the design process.

6. Meet the requirements of the Forest Service Handbook (FSH) 7309.11 Chapter 70, Sustainable Buildings. This includes, but is not limited to, designing/documenting:

third party certification, energy performance, water efficiency, indoor environmental quality, and material environmental impact.

7. Provide a final design that can be constructed within the planning level estimated budget of $6.3 million for the Ripplebrook Work Center work.

8. Consider the carbon impact of the structural material selected for the project.

a. Compare the embodied carbon of the structural system alternatives. This could be done through the use of Life Cycle Assessments (LCA) of the structural systems to measure greenhouse gas impact or alternatively utilize a free carbon calculator such as https://cc.woodworks.org/ to understand and report the carbon benefits of this structure if traditional wood frame or mass timber construction is used.

b. Cross Laminated Timber (CLT) is a desired feature. Analyze how CLT can be best used in construction of these buildings.

9. Evaluate feasibilities of on-site power generation. Evaluate solar power, solar thermal, hydrogen and wind power potentials.

10. Incorporate allowances for an advanced electrical meter and electrical metering system meeting Forest Service energy policy requirements.

11. Ensure interruptions with day-to-day business operations during construction are minimized.

12. Incorporate time into the schedule for performance of a Forest Service value analysis (5 weeks) and a three-week Forest Service review period for each submittal.

13. Incorporate a design and construction schedule such that construction completion occurs no later than June 2026.

H. Architectural features shall meet Forest Service requirements (Built Environment Image Guide) and maintain the character of the overall site, to the utmost extent, while utilizing materials that are locally available.

I. At a minimum, consider cyclical costs and annual operation and maintenance factors as part of the rationale for material selection. Take into consideration construction and material supply factors, physical environmental factors such as climate, elevation, exposure, geology, etc., and other factors such as vandalism, security, visual resources, etc.

J. The contractor shall coordinate with the following groups:

1. Other federal, state (including Oregon Health Authority and Department of

Environmental Quality), and local agencies.

2. Utility companies for water, wastewater, power, internet network, and telephone access.

3. Forest Service National IT Facility Move group to meet the requirements for data/telecom design (in building and on site) and relocation of the Forest Service equipment.

4. The Forest Service has engaged a nonprofit partner, WoodWorks (www.woodworks.org), to provide free project assistance as it relates to identifying wood solution options for this project that will that represent the goals and values of https://cc.woodworks.org/ https://gcc02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.woodworks.org%2F&data=05%7C01%7C%7Caffd0442fdb34a008f4508da3f442697%7Ced5b36e701ee4ebc867ee03cfa0d4697%7C0%7C0%7C637891859189362854%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=NUz3OCsVroJE7w5AmcOTBr732rgOXDc4gb33zFEKgqw%3D&reserved=0

5/15/2023 Ripplebrook Work Center Infrastructure 6/18 the Forest Service. WoodWorks should be utilized throughout the design process to ensure all wood solution options have been considered.

3.02 PROJECT MANAGEMENT AND QUALITY CONTROL REQUIREMENTS

A. The Contractor shall designate a primary Point of Contact for coordination of this project.

This individual shall have overall responsibility for the performance of the work to ensure the work is progressing on schedule and within budget.

B. Contractor shall take meeting notes and share them with the Contracting Officer within five

(5) business days.

C. The Contractor shall maintain communication records, project log, and quality assurance audits and make these available to the Forest Service as requested.

D. The Contractor shall develop, execute, and demonstrate that the project plans and specifications have gone through a rigorous review and coordination effort.

1. The Contractor shall submit a QA/QC Plan describing each step that will be taken during the development of the various phases of design. The QA/QC Plan will include:

a. A process wherein the Point of Contact has verified that all review comments have been addressed in the drawings, specifications, reports, etc;

b. Review checklist that verifies coordination has been made between the various professional design disciplines, cross-checks have been made between callouts/references to other sheets /details, design criteria has been met, all submittal requirements have been met, and a whole/complete submittal package has been prepared and ready for submission, prior to each submittal.

2. Provide an updated QA/QC plan with each Task submittal. Senior member signatures shall be up to date with each submittal.

E. The Contractor shall prepare a project schedule noting the submittal points for each task and other critical phases in the design process. The proposed design schedule will incorporate a timeline beginning at the Notice to Proceed and ending with the completion of the Construction Documents.

F. A project kick-off meeting shall be held within ten (10) calendar days of Notice to Proceed.

The purpose of the meeting is to gather existing data, establish goals, objectives, and design criteria for the project and to develop alternative design approaches. In order to ensure an acceptable approach to the Schematic Design Documents, the Contractor shall review the Forest Service documents and provide a list of additional needs or questions, if any, to the Forest Service at this meeting.

G. At the time of the kickoff-meeting, the Contractor shall provide a memorandum summarizing the existing data, chief design criteria/issues, and a list of additional information necessary to complete the design.

H. Additional meetings with the Forest Service may be required. The contractor shall provide minutes for each meeting.

3.03 HIGH PERFORMANCE DESIGN

A. High performance design will address features of holistic sustainability contributing to efficient building design and operation.

1. Site and landscape. Site the infrastructure in a way that provides opportunities to support biodiversity as well as deliver ecosystem services to absorb climate change impacts, control pollution, and conserve and treat stormwater runoff.

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2. Indoor and outdoor water conservation. Utilize water conservation strategies to minimize overall water usage and maximize on-site water collection and treatment.

3. Energy efficiency and energy generation. Address energy efficiency framed within the context of greenhouse gas (GHG) emissions at the utility level. Minimum of three (3) design alternatives will be presented for analysis.

4. Resilience. Address the ability to withstand and recover from extreme events specific to the building geographic location such as wildfire, drought, and earthquakes.

B. Benchmarking: Establish benchmarking system that matches the project goals.

1. Target 25% EUI reduction from 2019 ASHRAE baseline.

2. Reduced embodied carbon of primary foundation, structure, and enclosure. Discuss strategies to disclose and offset the reminder of embodied carbon.

3.04 LOCALLY SOURCED RENEWABLE ENERGY

A. Contractor shall prepare a narrative with supporting documentation on installation of any on-site renewable energy and/or heat generation systems.

4. TASK 1 – ALTERNATIVE DEVELOPMENT/DESIGN INTENT MEETING

4.01 ALTERNATIVE DEVELOPMENT

A. Describe alternatives proposed for in depth analysis. Provide adequate detail to fully describe each alternative and scope being considered.

B. Site Development: Prepare a minimum of three (3) conceptual layout options for developing the site. Develop a conceptual and budgeting cost estimate for each option including demolition and location of new buildings and infrastructure, including all supporting utilities.

1. Alternatives shall consider and provide for continued Forest Service operations during construction of each phase of development.

2. The Forest Service desires minimal operations and maintenance cost for all facilities and associated infrastructure. Life-cycle-cost analysis shall be performed. Recurring operation and maintenance costs and cyclic costs shall be carefully considered in all alternatives.

a. Clearly indicate initial capital investment, annual operation and maintenance costs and periodic major component replacement costs. Analyze and display all costs in terms of current dollars, that is, include the effects of inflation. Life cycle cost analysis shall use a period of fifty (50) years.

C. Mechanical Systems: Prepare a minimum of three (3) alternative designs for the mechanical systems.

1. Submit sufficient information on alternative mechanical systems for the Forest Service to make decisions. Information on each alternative shall include:

a. Initial installed cost

b. Maintenance cost

c. Energy usage and energy savings. Use DOE approved energy modeling software such as eQUEST. Baseline shall be modeled based on ASHRAE 90.1 2016 (any building that is slated for design after April 2023, shall be based on ASHRAE

90.1 2019).

d. Operational life of the system

e. 30-Year life cycle cost of the alternative

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D. Electrical Analysis: Analyze and provide costs for single phase and three phase service to the following buildings:

1. Bunkhouse (new)

2. Fire Warehouse Building (new)

3. Warehouse (Existing)

4. Tree Cooler (new)

4.02 DESIGN INTENT MEETING REQUIREMENTS

A. A Design Intent meeting shall be held within 20 calendar days of the Notice to Proceed. The purpose of the meeting is to utilize a collaborative approach to create realistic and achievable designs that work.

B. It is anticipated that the meeting will be a one (1) day process and, at a minimum, shall include Forest Service staff, and the Contractor’s mechanical engineer, electrical engineer, landscape architect, civil engineer, and architect. Specific outcomes of the process shall include:

1. Detailed summary of group discussions

2. Information presented in a workshop format

3. Detailed summary of the specific strategies that will be included in the project design

4. Sketches and drawings to be incorporated into the project construction plans

C. The Contractor shall be responsible for all coordination/facilitation necessary for implementation of a successful Design Intent meeting.

D. The Contractor shall prepare the following items and bring to the meeting:

1. Preliminary “Ball-park” costs including building costs, renovation costs and site development. The costs will be used to keep the scale of the project within the budget.

2. Three rough draft schemes (Drawings) for the site plan and floor plan.

5. TASK 2 – FIELD INVESTIGATIONS

5.01 FIELD INVESTIGATION REQUIREMENTS

A. The services to be provided shall include a site investigation, fact finding and gathering, analysis, documentation, coordination of data with the Forest Service, and coordination with appropriate State, County, and local offices, as necessary, to assure a complete and accurate design.

B. The Government will provide the Contractor with available records. The Contractor shall visit the project site to investigate the Government furnished information. This information is the best available, but the Government does not guarantee its accuracy or completeness; it is the Contractor’s responsibility to verify the completeness, accuracy, and acceptability for use in design. All work necessary to gather additional information is the Contractor’s responsibility.

C. Field survey work for site topography will be completed by the Contractor. The Contractor shall review any Forest Service provided site maps and utilize a Professional Land Surveyor, licensed in the State of Oregon, to verify accuracy/suitability of existing data and to develop and provide any additional survey needs necessary to complete design of the project. The Professional Land Surveyor is responsible for developing/establishing survey control (horizontal basis of bearing and vertical datum), completing the design survey, developing

5/15/2023 Ripplebrook Work Center Infrastructure 9/18 topographic basemaps, and providing survey control drawings meeting Forest Service requirements as part of the construction documents plan set.

D. The Contractor (including electrical, mechanical, etc, sub-consultants) shall visit the project site to obtain all data needed to complete their work. While on site, investigate the information shown on any Government furnished drawings, record (as-built) drawings, and other planning documents which are part of this contract. The Contractor’s investigation of field conditions shall be performed in a competent professional manner.

E. Field investigations shall cover all of the requirements shown in FSH 7309.11 23.51 Site or Facility Evaluation Report. In addition, the investigation should include:

1. Perform a geotechnical investigation for new Bunkhouse, Fire Warehouse, and Tree

Cooler. The general location will be agreed to with the Government. Conduct preliminary investigation work to identify the anticipated subsurface conditions at each structure or facility site. Provide appropriate geotechnical design data for structures proposed at each site.

F. Evaluate any existing building electrical services that are part of this project and gather equipment data for an analysis of the electrical systems. Determine ability to add project anticipated loading / circuits to existing equipment or replace with new equipment.

G. Locate all site and adjacent utilities. Evaluate existing utility services to the site to determine their general adequacy and develop conceptual alternatives if new utility lines may be needed. This evaluation shall include water (potable and fire suppression), sanitary sewer, storm sewer, electrical power, and telecommunications.

H. If the preferred alternative is not feasible, identify any potential site impact issues that would result for each of the conceptual alternatives presented.

I. Coordinate with the Forest Service to determine telecommunication needs for the site and any potential new office space. Include consideration of computer data cabling for telephone and computers within the office space. The anticipated voice and data communication needs should be met for the life of the buildings.

J. All additional services (i.e. surveys, soil borings, or water flow testing), necessary for a complete design as outlined in this contract are included in the fixed fee cost proposal unless specifically excluded by the contract.

5.02 FIELD INVESTIGATION DELIVERABLES

A. Provide an Engineering Report that contains alternatives, cost estimates, drawings, calculations, and recommendations.

6. TASK 3 – MASTER SITE DEVELOPMENT PLAN

6.01 SITE DEVELOPMENT PLAN REQUIREMENTS

A. As a separate deliverable, a Master Site Development Plan, which includes a site survey plat and a development plan, shall be created. The draft Master Site Development Plan shall be submitted 21 days prior to the Schematic Design submittal. The final Master Site Development Plan shall be submitted within 14 days after the Schematic Design has been submitted.

B. Specific requirements for the Engineering Report and the Site Development Plan are shown in FSH 7309.11 Chapter 20 under Site or Facility Evaluation Report and Site Development Plan.

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C. Include a final space plan for all buildings.

D. Include a preliminary cost estimate to be used as the project budget in future phases. Include all future costs including hazmat abatement, demolition, moving of any buildings, historical clearance, new facilities, utilities and engineering costs.

7. TASK 4 – SCHEMATIC DESIGN – 30%

7.01 SCHEMATIC DESIGN REQUIREMENTS

A. The Contractor shall review the program materials furnished by the Forest Service and information gathered through field investigations and meetings with the Forest Service to ascertain the requirements of this phase of the work. They shall prepare Schematic Design Documents illustrating the scale and relationship of project components for review and approval of the Forest Service. The Contractor shall be responsible for the professional quality and technical accuracy of the documents they prepare.

B. Design elements furnished by the Forest Service are guidelines and variations from those design elements may be considered. Any variation considered shall be submitted to the Forest Service for review and approval prior to incorporation into the design. The request shall include an explanation of the specific reasons for the desired change and benefits expected.

C. Services under this phase shall include but not be limited to the following:

1. All requirements as defined in the A&E Submission Instructions for Forest Service

Construction Projects.

2. Requirements in the Project Design Requirements.

3. Coordination and meetings with Federal, State, and Local officials in acquiring the necessary permits/approvals of design in preparation of construction. Includes development and submittal of all necessary drawings, narratives, figures, sketches, reports, etc.

D. The Contractor shall prepare an intermediate submittal for this task. The intermediate submittal shall include a site plan, floor plans and other details suitable for discussion with Forest Service personnel. The Contractor will then host a video conference call where all parties can view and comment on the progress of the design. These conference calls will be used to refine the floor plan and site plan layouts; and other details. Include discussion on the feasibility of costs and the budget.

E. The Forest Service review of the Contractor’s work product shall not be construed by either party to relieve the Contractor from its professional responsibility to execute drawings, specifications and other work submissions with due care and in accordance with acceptable professional standards.

8. TASK 5 – DESIGN DEVELOPMENT – 60%

8.01 DESIGN DEVELOPMENT REQUIREMENTS

A. Design Development will incorporate the review comments and prior work/requirements from the Schematic Design phase.

B. The Contractor shall prepare Design Development Documents illustrating the scale and relationship of project components for review and approval of the Forest Service.

C. Services under this phase shall include, but not be limited to, the following:

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1. All requirements as defined in A&E Submission Instructions for Forest Service Construction Projects.

2. Requirements in the Project Design Requirements

3. Coordination and meetings with Federal, State, and Local officials in acquiring the necessary permits/approvals of design in preparation of construction. Includes development and submittal of all necessary drawings, narratives, figures, sketches, reports, etc.

4. Phasing Plans for Construction including making recommendations concerning construction contract arrangements and scheduling that will be advantageous to the Forest Service in terms of cost and timing.

D. In each submission, the Contractor shall resubmit the materials specified in the prior submissions, revised according to the comments made by the Forest Service resulting from the prior review(s).

E. The Contractor shall use the current Construction Specifications Institute (CSI) Master Format specifications in preparing Design Development Documents for the project and shall edit those specifications to tailor them for this specific project. When no standard exists for a "unit of work", prepare the item consistent with the CSI format.

F. Should the Contractor determine that a deviation from such standards and specifications is necessary or beneficial to the Government; they shall promptly submit a request in writing to the Contracting Officer for permission to make the deviation. The request shall include an explanation of the specific reasons for the desired change and benefits expected.

G. Specifications will include general requirements, technical specifications, and bid items list.

H. A plan in hand review meeting will be held at the end of the review period so the Contractor can validate their design. The Contractor shall adjust the final designs based on the comments received from the Forest Service and/or identified by the Contractor during the Plan in Hand.

9. TASK 6 – CONSTRUCTION DOCUMENTS – 90% AND 100%

9.01 CONSTRUCTION DOCUMENT REQUIREMENTS

A. Based upon the Schematic and Design Development Documents, equipment layouts, other program materials furnished by the Forest Service, and any adjustments in the design scope of the Project, the Contractor shall prepare Construction Documents. The Contractor shall be responsible for the professional quality and technical accuracy of the documents it prepares.

The intent of the Government is that, at the 90% Submission, the Bid Documents are complete except for final comments.

B. Final design will incorporate the review comments and prior work/requirements from the Design Development phase. The Contractor shall refine the drawings and specifications so detailed construction documents can be produced. Plans will be prepared in a format acceptable to the Forest Service and suitable for bidding and construction.

C. Services under these phases shall include, but not be limited to the following:

1. All requirements as defined in the A&E Submission Instructions for Forest Service

Construction Projects.

2. Requirements in the Project Design Requirements

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3. Special inspections schedule (by professional discipline and construction item/phase) including Special Inspections required by the International Building Code, Special Inspections required by any permits (wetland, water, sewage/septic systems, electrical permit and inspection by the AHJ) and critical inspections needed by Forest Service.

4. A Building Construction Permit is not required for this project. An Electrical Permit and Inspection is required for the project. A paper and electronic courtesy copy of the Construction Documents shall be delivered to the Code Jurisdictional Authority and any special permitting agencies.

5. The Contractor shall prepare a plan set of the water and wastewater system for submission to the local authorities for review and approval, if necessary. The Contractor shall make all necessary changes required by the state from this review at no additional expense to the government. All changes shall be incorporated into the Final construction documents.

6. The Contractor will prepare the water and wastewater permit applications and make submissions to the agencies, except where it is agreed upon by the Government, Contractor, and state officials. The Contractor will pay all fees directly to the agency.

7. Acquisition of the necessary design approvals from Federal, State, and Local, officials in preparation of construction, including meetings and products necessary to acquire them.

8. Project Phasing: The Contractor shall develop a schedule for the project implementation. The schedule shall provide information on phasing which will lay out the sequence for construction and tasks to be performed.

10. TASK 7 – ENGINEERING SERVICES DURING CONSTRUCTION – OPTION

10.01 GENERAL REQUIREMENTS

A. The Design Contractor shall provide engineering support to the Forest Service during the bid period including design clarifications, submittal review, cost analysis and answering questions on the construction documents. Provide an analysis of bids received if requested by the Government.

B. The Forest Service will prepare the bidding advertisements. The Design Contractor will assist the Forest Service during the bidding period as needed. The Design Contractor will prepare a “Conformed” set of documents, incorporating any addenda items, for construction if requested by the Forest Service. These documents shall be submitted to Forest Service and stamped, “Issued for Construction”.

C. The Forest Service will provide day-to-day on-site contact with the Construction Contractor and coordination between the Forest Service and the Design Contractor during the Construction Period.

D. The Construction Period will commence with the award of the Construction Contract(s) and will terminate with the acceptance of the facility by the Forest Service. The Design Contractor shall not provide administration of the construction contract. The Design Contractor shall act in an advisory capacity to the Contracting Officer.

E. The Design Contractor shall not be the representative of the Contracting Officer on the construction site and shall make no such representation to the Construction Contractor(s) without the specific written approval of the Contracting Officer. The Design Contractor shall

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F. The Design Contractor shall not be responsible for the acts or omissions of the Construction contractor or any other persons performing any of the work and shall not be responsible for the failure of any of them to carry out the work in accordance with the Construction Documents.

G. The Design Contractor shall provide engineering support to the Forest Service, as necessary, during the construction process, including the preparation of change orders, design clarifications, submittal review, and assistance in startup and testing during the final review of the project.

H. The Design Contractor shall participate in the pre-construction conference. The purpose of this meeting is to clearly establish an understanding of the roles during construction.

I. The Design Contractor, when requested, shall assist the Contracting Officer to interpret the construction documents and shall:

1. Recommend any action(s) they deem suitable for the satisfactory prosecution of the construction work;

2. Prepare any supplemental drawings, specifications or other documents that may be required to clarify or supplement the construction documents;

3. Assess the preparation of construction contract modifications initiated by or through the Forest Service to be executed in accordance with the Construction Documents.

J. The Design Contractor shall review cost proposals for construction modifications when requested by the Forest Service. The Contractor's reply regarding their review of cost proposals and their recommendations shall include an independent breakdown of costs in detail with quantities and unit prices and shall cover both additions and deductions of labor, materials and equipment.

K. Design Contractor shall follow contract procedures for proposed product substitutions and/or evaluation of “equal” products. If the Building Contractor provides insufficient documentation to evaluate salient characteristics the submittal shall be rejected. Salient characteristics include, but are not limited to, physical dimensions, specified operating conditions, composition and quality of internal/external components, aesthetics, warranty terms (including application of product, division between labor and parts/materials, etc.), warranty periods, conformance with other products within the building or campus, and other data as defined in the Construction Contract. Products exceeding specified salient characteristics may be accepted if they do not reflect a change in contract cost, performance period, or otherwise impede future operations and maintenance of the building.

10.02 SUBMITTAL REVIEW

A. The Design Contractor shall be familiar with the submittal requirements in the Construction

Contract. Submittals from the Building Contractor that are incomplete, improperly marked or numbered, or otherwise nonconforming to the specified requirements shall be recommended for immediate rejection.

B. The Design Contractor shall prepare and maintain a submittal log for Building Contractor that lists all submittals required for construction project, with each submittal listed cross referencing the specification in contract documents. The submittal log should be grouped arranging the submittals by specification section first, then revision number, and finally the date, when practical.

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1. Design Contractor shall track status of submittals in submittal log including the date that submittal is received, date that Design Contractor completes check and reports to Building contractor, and recommendation.

C. The Design Contractor shall check shop drawings, detail drawings, schedules, descriptive literature and samples, testing laboratory reports, field test data and review the color, texture and suitability of materials for conformity with the design concept and construction documents. The Design Contractor shall recommend approval, disapproval, rejection for incomplete submittal, or other suitable submittal actions in a timely manner.

1. Timely manner is defined as following the requirements outlined in the Construction

Documents for turnaround time for reviews, if specified. For example, a submittal with an allowed review time of fifteen (15) calendar days will be reviewed by the Design Contractor and returned to the Government allowing for two (2) business days for final approval and transmittal from the Government to the Building Contractor.

2. If a turnaround time for a submittal is not explicitly specified in the Construction Contract, the Design Contractor shall have submittals reviewed and submitted to the Government for final approval and transmittal to the Building Contractor within five

(5) business days of receipt of the submittal.

3. Design Contractor shall be aware of the Building Contractor’s schedule and prioritize reviews based on critical paths. Items with long lead times, fabrication times, etc. shall be prioritized to prevent delaying the Building Contractor.

4. Note that in all cases reviews completed by the Design Contractor shall be delivered to the Government at least two (2) business days ahead of the due date of the submittals (based on date of submittal). Design Contractor shall take federal holidays into account and make appropriate allowances.

D. The Design Contractor may, through the Contracting Officer, request the Construction Contractor to submit related components of a system before acting on a single component.

The Design Contractor shall promptly notify the Government when interdependent submittals are not provided by the Building Contractor which prevent the Design Contractor from completing a thorough review.

E. The Design Contractor may be required to hold joint reviews with the Forest Service technical staff on complicated system submittals.

F. The Design Contractor shall notify the Contracting Officer in writing of any and all deviations from the requirements of the construction documents that was found in the Construction Contractor's submittals.

10.03 SPECIAL PURPOSE SITE VISITS

A. During the Construction Period the Design Contractor shall make visits to the project site.

Site visits shall be made as and when requested by the Contracting Officer or their authorized representative. The total number of visits is estimated to be four (4) for special purposes as requested by the Contracting Officer. A site visit is defined as a visit to the site by one (1) employee, followed by a written report.

B. Only architects and engineers thoroughly familiar with the project may make these site visits.

The Contracting Officer has the prerogative to determine the professional discipline(s) required for each visit. The Design Contractor shall observe the construction, advise the Contracting Officer of any deviations or deficiencies.

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C. A site inspection report which includes the purpose of the inspection, items reviewed, deficiencies observed, recommendations and additional actions required, shall be furnished to the Contracting Officer or his authorized representative within three (3) workdays following the site visit date.

10.04 AS-BUILTS

A. The contract documents will require the Construction Contractor to maintain “red-line” drawings to be used by the Design Contractor in compiling record drawings. Based on information gathered by the Forest Service’s on-site inspector and “red-line” drawings supplied by the Construction Contractor, the Design Contractor shall prepare record drawings that show as they were actually installed.

B. The Design Contractor shall incorporate into the drawings all significant changes marked-up by the Forest Service and any significant changes made by solicitation amendments and construction contract modifications from drawings marked up by the Construction Contractor. The revision portion of title block shall be dated and noted "Record As-Built Drawings".

1. The Design Contractor shall prepare record drawings by making changes on the original contract CAD drawings through the revision cloud process. A copy of the up-dated originals will be sent to the Contracting Officer for verification. Upon the verification, the Design Contractor will submit the originals to the Contracting Officer in hard copy and to an electronic site.

2. The Design Contractor shall deliver the record drawings to the Contracting Officer within sixty (60) days after receiving the marked-up documents from the Contracting Officer. Submission shall be subject to the approval of the Contracting Officer as to quality and completeness.

C. Complete items per the AE Submission Instructions.

D. PDF Drawings: One half-sized set and one full sized set bound together E. PDF Specifications: One bound set F. One electronic set as designated by the Forest Service including the following

1. One complete set of CAD drawings. Drawings shall have all x-references bound into the drawings and shall be purged of un-reference entities. Include both hard copy printout with layers and colors and pen definitions and embed each sheet on a hidden layer.

2. One set of PDF specifications.

11. TASK 8 – CONSTRUCTION MANAGEMENT SERVICES – OPTION

11.01 GENERAL

A. Design Contractor shall provide construction inspection proposal including all necessary information and forms. Proposal shall include list of personnel, duties, hours of expected work and respective hourly fee rates. All proposed processes, forms and other supporting documentation shall be reviewed and approved by the Contracting Officer prior exercising this option item.

B. Proposal shall include number of site visits necessary for each trade such as architect, mechanical engineer, electrical engineer, and any other relevant professionals.

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11.02 CONSTRUCTION INSPECTOR

A. Construction inspector shall coordinate between Forest Service and Design Contractor during construction period.

B. The construction inspectors must have collective experience and knowledge of commercial construction, architectural, mechanical (including refrigeration), plumbing, electrical, structural and all relevant project scope of work.

C. Construction inspector shall be under the employment and/or direct contract of the Design Contractor.

D. Construction inspector has no authority to make any commitments or changes that affect price, quality, quantity, delivery, or other terms and conditions of the contract nor in any way direct the contractor or its subcontractors to operate in conflict with the contract terms and conditions.

11.03 CONSTRUCTION INSPECTION

A. Inspection logs shall include but are not limited to date, general site conditions, who is present, daily progress and issues/problems encountered. Construction inspector shall sign and date each weekly log.

B. Conduct weekly meetings with the Construction Contractor, Forest Service, and Design Contractor via virtual meeting.

C. Monitor and coordinate special inspections between the Construction Contractor, Forest Service, and the Design Contractor.

D. Scope of work shall include:

1. Answering Request for Information (RFIs) and construction questions from

Construction Contractors and Subcontractors.

2. Review of change order costs related to the design modifications.

3. Prepare and maintain the electronic Submittal Log to monitor submittals required by the contract documents. Place Submittal Log on FS designated electronic site. Include the following:

a. Work item number corresponding to the specification section and construction schedule.

b. Narrative description of the work item.

c. Date submitted.

d. Date approved.

4. Participate and coordinate with Commissioning Agent’s scheduled meetings and commissioning process.

E. Ensure equipment start-ups are scheduled and carried out.

F. Provide functional test sheets and ensure protocols are developed and written after final approved submittals are received.

G. Ensure project meets Forest Service requirements.

H. Ensure that operating personnel receive training on the operation and maintenance of the equipment as required by the contract.

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12. TASK 9 – COMMISSIONING REPORT – OPTION

12.01 GENERAL

A. Design Contractor shall provide necessary specification sections for commissioning. General Contractor shall be responsible for hiring an independent/third party contractor for the completion of a commissioning report. The objective of the commissioning report is to provide documented confirmation that the system is functional and performs per design documents. The primary objectives and components of the commissioning report which are required for the architectural, MEP, refrigeration, and structural.

B. The commissioning report shall establish and document project requirements, which are the criteria for system function, performance, and maintainability, and shall also verify compliance with design documents, start-up, and the initial period of operation.

C. Commissioning agent shall provide Cx schedules and communicate with all trades for all phases of testing and verification.

D. Verify system was installed and working correctly and benchmark that correct operation.

E. Evaluate lower overall first costs and life-cycle cost for the Government. Verify the future training costs and O&M contracts have been factored into the LCC for the projects requiring these services.

F. Document that equipment is installed and started per the manufacturer’s recommendations.

G. Document that equipment and systems receive complete operational check out.

H. Document system performance with thorough functional performance testing and monitoring.

I. Verify that required certifications and inspections have been provided per NBIC requirements.

J. Verify completeness of operations and maintenance materials.

K. Verify that operating personnel are adequately trained on the operation and maintenance of the equipment.

13. SECTION J – LIST OF ATTACHMENTS

13.01 FILE TRANSFER SYSTEM FOR DATA

A. The directions for file transfer shown in the A/E Submission Instructions for Forest Service Construction Projects shall be used for this project.

B. Provide a multipage PDF for materials submittals, do not submit one PDf for each material.

C. Identify items in PDF in file name generally.

13.02 ATTACHMENTS

A. The following will be provided as part of the solicitation package:

1. Site Map and AutoCAD .dwg

2. Water and Wastewater system sketches

3. Design Requirements

B. The following items will be provided in electronic format only to the contractor via the Government BOX site. BOX Details to be supplied after award.

1. FSH 7309.11 20 – Buildings and Related Facilities Handbook - Planning

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2. FSH 7309.11 30 – Buildings and Related Facilities Handbook - Development

3. FSH 7309.11 70 – Buildings and Related Facilities Handbook – Sustainable Buildings

4. Built Environment Image Guide

5. A/E Submission Instructions for Forest Service Construction Projects

6. SustChecklist_NewConstr-Renov.xlsx

7. Specifications and Drawings for example information:

a. IT-ElectricalDesignGuide-20210105

b. 26 00 10 General Technical Provisions

c. 26 00 50 Basic Methods And Materials

d. 26 09 05 Telephone Dialer

e. 26 04 00 Underground Control Cable & power distribution.

f. 26 05 74 Short Circuit – Arc Flash Analysis

g. 26 43 13 Surge Protective Device

h. 27 00 00 Telecommunications Wiring System.

i. 27 00 01 Wall Swing Out Rack-UPS

j. 27 51 13 PA Systems

k. 28 31 11 Fire Alarm Systems

l. Example panel directory .XLSX format

B. The following General Scope of Work outlines the Tasks and additional criteria involved to accomplish these activities.