Sol_140P2121R0026.pdf

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. Solicitation Number 140P2121R0026 is issued as a Request for Proposal (RFP) constitutes the entire solicitation. Proposals and price quotations with detailed breakdown are being requested. This acquisition will be conducted pursuant to FAR Part 13. This solicitation document incorporates all mandatory commercial item provisions and clauses in effect through Federal

Acquisition Circular 2021-03, effective March 10, 2021.

This is set aside for small business concerns under the North American Industry Classification System

(NAICS) 541490, Other Specialized Design Services with a size standard of $8.0 million dollars.

REQUIREMENT: The contractor shall provide all services including labor, materials, facilities, and travel necessary to plan and design museum-quality interpretive exhibits for the Montezuma Castle

National Monument (MOCA) Visitor Center near Camp Verde, Arizona in accordance with the specifications as detailed in this solicitation and its attachments. Due to space limitations, the complete commercial item specifications are contained in Solicitation Number 140P2121R0026.

Interested contractors should download this document. The National Park Service is not responsible for locating or securing any information that is not identified in the quotation.

The government contemplates award of one best value, firm-fixed price contract resulting from this solicitation.

The following Federal Acquisition Regulation (FAR) clauses and provisions are applicable to this announcement and are available at www.acquisition.gov.

52.212-1 Instructions to Offerors-Commercial Items; 52.212-2 Evaluation-Commercial Items; 52.212-3

Offeror Representations and Certifications-Commercial Items; 52.212-4 Contract Terms and

Conditions-Commercial Items; 52.212-5 Contract Terms and Conditions Required To Implement

Statutes or Executive Orders-Commercial Items; 52.232-33 Payment by Electronic Funds Transfer-

Central Contractor Registration; 52.233-1 Disputes in Solicitations and Contracts; 52.233-4 Applicable

Law for Breach of Contract Claim; and 52.245-1 Government Property.

Proposals shall be prepared in accordance with the attached solicitation. Failure to adhere to these instructions may render your proposal unacceptable.

• Questions to the solicitation are due via email by 10:00 AM EST on July 7, 2021. Questions submitted using any other method will not be entertained. Questions received after this date and time will not be entertained. All questions concerning this request for proposal should be referred to Sheila Spring, Contracting Officer via email at sheila_spring@nps.gov. Offerors who contact anyone outside of the Office of Acquisition Management regarding this requirement, may automatically be excluded from competition.

• Proposals are due via email by 10:00 AM EST on July 24, 2021. The address is included in the solicitation for mailing flash drives in the event files are over the threshold for submitting via email. Flash drives MUST be received by the date and time specified for proposals or it will be considered late and handled as such in accordance with FAR Policies and Procedures.

All contractors must be registered in www.SAM.gov to be considered eligible for award.

mailto:sheila_spring@nps.gov http://www.sam.gov/

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

0009060803 CODE 16. ADMINISTERED BYCODE

X

X

X

541490

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORPWA

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

07/24/2021 1000 ED

06/25/2021

3045356239Sheila Spring (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140P2121R0026

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 75 0040540700OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

Harpers Ferry WV 25425 IDC Building, 67 Mather Place NPS, Harpers Ferry Center

15. DELIVER TO

Denver CO 80225 P.O.Box 25287 MS WCP

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$8.00

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULEX

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

NPS, WASO - WCP Contracting

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Montezuma Castle National Park

This is a combined synopsis/solicitation for commercial items prepared in accordance with Sub-Par 12.6, as supplemental with additional information included in this notice.

The contractor shall provide all services including labor, materials, facilities, and travel necessary to plan and design museum-quality interpretive exhibits for the

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

Sheila Spring

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

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FINALPARTIAL

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41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

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ITEM NO.

Montezuma Castle National Monument (MOCA) Visitor

Center near Camp Verde, Arizona in accordance with the specifications as detailed in this solicitation and its attachments.

Legacy Doc #: NPS

Delivery: 04/30/2023

00010 HAFC MOCA Exhibit P&D

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

Period of Performance: 09/30/2021 to 04/30/2023

00020 HAFC MOCA Exhibit P&D Travel

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

Period of Performance: 09/30/2021 to 04/30/2023

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

75 2 of

Solicitation Number 140P2121R0026

EXHIBIT PLANNING AND DESIGN SERVICES

MONTEZUMA CASTLE NATIONAL MONUMENT

1. PROJECT BACKGROUND

Montezuma Castle National Monument (MOCA) is located 50 miles south of Flagstaff, Arizona. This National Park Service unit interprets and protects the site of a five-story, 20-room cliff dwelling built by Southern Sinagua farmers sometime between 1100 and 1300 CE. Although constructed of soft limestone, Montezuma Castle is so well protected from the elements that it has stood for over 700 years and remains one of the best-preserved structures of its kind in the American Southwest.

The archaeological site itself is not open to visitors; therefore, the more than 500,000 annual visitors to the site begin their visit at the Visitor Center. Current exhibits are worn, damaged, and deteriorating, and include culturally inappropriate graphic interpretative panels, inadequate exhibit mounts, exhibit lighting that does not meet NPS museum guidelines, and deficient physical and programmatic accessibility. New exhibits will provide an improved visitor experience and appropriate interpretation about the Southern Sinagua people and the cliff dwelling site itself.

A building project, which will include upgrades to ductwork and house lighting, is planned for 2023, and will need to be coordinated with the new VC exhibits.

2. GENERAL REQUIREMENTS

The project shall be the planning and design of new exhibits for the historic, Mission-66-era visitor center at Montezuma Castle National Monument (MOCA) near Camp Verde, AZ. The contractor shall provide all services including labor, materials, facilities, and travel necessary to plan and design museum-quality interpretive exhibits for the visitor center in accordance with the specifications as detailed in this contract and its attachments.

Work shall include the planning and design of all exhibit structures, graphic layouts, audiovisual elements, interactive elements, artwork, artifact displays, vignettes, lighting design, and entrance/information desk. Work shall also include comprehensive research for obtaining all necessary reference information and materials to design, specify, and provide comprehensive reference material for all the models, props, and artwork required in this contract.

Work requires coordination, through the Contracting Officer (CO) and then Contracting Officer’s Representative (COR), with staff at the park, and consultation with the park’s eight (8) affiliated American Indian tribes. The visitor center will undergo modifications in electrical, HVAC, flooring, and lighting, under a separate design/build contract. The exhibit planning and design contract COR will coordinate the ongoing design and construction of this project with the design and construction of the building contract.

All work under this contract shall be performed in accordance with the terms herein, including all attachments. The government shall furnish, as appropriate, required data, materials, and access to project information necessary to perform the production of work as required.

2.1. Point of Contact

The contractor’s Project Manager (PM) shall be the primary point of contact between the contractor and COR. The contractor’s PM shall have full authority to act for the contractor on all matters relating to this contract, and shall perform the following work:

1. Be available to take or respond to telephone calls or electronic mail messages during normal hours of operation (8:30 am–5:00 pm local time).

2. Establish office procedures to ensure that messages are relayed to the Project Manager when out of the office or because of time zone differences.

3. Respond to emergency messages from the COR on the same day they are received. All non-urgent messages from the COR shall be responded to in no more than two (2) business days.

2.2. Quality Control

The contractor shall provide quality control to ensure that all elements of project work meet the requirements of the contract specifications and that all modifications are implemented. The Project Manager shall provide routine inspections of in-house and subcontracted work to ensure it meets contract specifications and shall oversee the quality of work produced and implemented at all phases of the project. Any work found not acceptable or compliant with the specifications shall be corrected prior to inspection or review by the COR.

2.3. Government Furnished Property

If government-furnished material is provided during the course of the contract, the contractor shall receive, inspect, and inventory all government-furnished materials and ensure that this material is forwarded to the appropriate unit or person within the contractor’s organization for use in the project.

The Project Manager shall notify the COR via email within seven (7) days after receipt if government-furnished materials are not satisfactory for their intended purpose. The Project Manager shall notify the COR via email as soon as possible, but no later than three (3) business days, if government-furnished materials are lost or damaged while in the contractor’s possession. The contractor shall be responsible for the security and protection of government-furnished property or materials in connection with this contract. Following acceptance of all work by the government, the contractor shall return to the COR all government-furnished property.

2.4. Schedule

The contractor shall schedule, coordinate, oversee, and manage work produced and installed under this contract. Track work progress to ensure that the project is completed according to the schedule.

Coordinate and confirm the dates for all submittals and meetings with the COR.

2.4.1 Status Reports

Provide a monthly status report to the COR that includes the status of the project, issues that affect the schedule and budget, and an updated schedule based on the information at hand.

2.4.2 Project Schedule

The contractor shall produce a detailed, complete project schedule listing all required submittals and their review times. The project schedule shall include site visits.

The contractor shall submit a preliminary project schedule to the COR for review and approval seven (7) working days prior to the post award meeting. The contractor shall update the approved schedule and resubmit to the COR three (3) working days prior to every project status meeting for the life of the project.

2.5. Meetings, Travel, and Presentations

Meet with the CO, COR, and park staff as specified below. The contractor shall document all issues discussed and decisions made relative to the project. The contractor shall prepare and distribute to the COR a trip report or meeting minutes of all telephone conversations, site visits, in-person meetings, or other discussions related to the project.

Meeting Purpose Location or Type

Required Contractor Attendees

Duration/Days on site

Status report meetings Conference Call or Virtual Meeting

Project Manager Monthly, 1-hour meetings, as needed

Deliverable comment discussion and reconciliation

Conference Call or Virtual Meeting

Project Manager, Exhibit Developer, and Exhibit Designer

6, 1-hour meetings And as needed

Post-award meeting and Pre-design

At Park & WACC Project Manager, Exhibit Developer, and Exhibit Designer

Two, 8-hour days

Schematic Design 1 Virtual Meeting Project Manager, Exhibit Developer, Exhibit Designer

Two, 2-hour meetings

Schematic Design 2 Virtual Meeting Project Manager, Exhibit Developer, and Exhibit Designer

One, 2-hour meeting

Design Development 1 At Park Project Manager, Exhibit Developer, and Exhibit Designer

Two, 8-hour days

Design Development 2 Virtual Meeting Project Manager, Exhibit Developer, and Exhibit Designer

One, 3-hour meeting

Design Development 3 Virtual Meeting Project Manager, Exhibit Developer, and Exhibit Designer

One, 2-hour meeting

Production Design 1 Virtual Meeting Project Manager, Exhibit Developer, and

Exhibit Designer

One, 2-hour meeting

Production Design 2 Virtual Meeting Project Manager, Exhibit Developer, and

Exhibit Designer

One, 2-hour meeting

2.6. Submittals

At any point in the exhibit planning and design process the COR may require informal submittals of the contractor’s work-in-progress to document the current status and level of production of the project.

The contractor shall coordinate all submittals and review them for legibility, accuracy, completeness, and compliance with contract requirements. Forward all submittals to the COR for review and approval. Receive all reviewed submittals and take appropriate action according to the approval or rejection by the COR, as follows:

2.6.1 Approvals and Rejections

1. Approved Submittals – The contractor shall ensure that all changes, revisions, or additions required by review comments are addressed and incorporated into future submittals.

2. Rejected Submittals - When submittals are rejected, the COR will notify the contractor, in writing, identifying the reasons for rejection. The contractor shall ensure that the submittal is completed and/or revised as required and resubmitted within the time scheduled by the COR. Reasons for rejection include:

Incomplete Submittals – Approval of the submittal is delayed because required elements are missing. The contractor shall submit all missing elements.

Unacceptable Submittals – The submittal is rejected due to poor quality of work or work that does not otherwise meet the established project goals. The contractor shall submit new material.

2.6.2. Submittal Format

1. Four (4) printed copies and one (1) electronic PDF copy of each document submittal is required.

2. Submittals shall be sent via overnight delivery service unless otherwise specified in the scope of work below.

3. Both printed and electronic submittals shall be delivered seven (7) calendar days prior to scheduled presentation of material.

4. Any Microsoft Office submittals shall be provided in an accessible 508-compliant format.

2.6.3. Transmittal Sheet

The contractor shall include a transmittal in the form of a printed letter, PDF document, e-mail, or fax cover sheet along with all samples, proofs, prints, reports, digital files, digital images, and multimedia files, sent from the contractor to the COR. This includes all copies sent to the park or other copied recipients.

The transmittal shall include the following information:

"From" (Contractor's name and contact information);

"To" (COR's name);

Date submittal was shipped;

Project name and park name;

Itemized list of contents; and

List of copied recipients who received the same submittals.

2.7. Accessibility

Exhibits planned, designed, and fabricated for the National Park Service shall follow the latest published version of Attachment 5, Programmatic Accessibility Guidelines for National Park Service Interpretive Media. These Guidelines are a combination of best practices, NPS and Department of the Interior directives, and federal laws. Federal laws include the Architectural Barriers Act, Sections 504 and 508 of the Rehabilitation Act as amended, and the 21st Century Communications and Video Accessibility Act.

Accessibility requirements for visitors with specific disabilities shall be addressed within the designed exhibits. If design decisions pose particular challenges to accessibility (such as artifacts or objects behind glass), additional attention shall be paid to a full description of the accessibility solutions. See Attachment 5, Programmatic Accessibility Guidelines for National Park Service Interpretive Media for requirements addressed under specific disabilities.

2.7.1 Audiovisual Accessibility for Exhibits

Every audio, silent video, and audiovisual program in every exhibit is required to provide descriptive audio, hearing assistance, captions, and/or navigation buttons, as follows:

2.7.1.1 Audio-only Programs

Audio-only programs require hearing assist for the hard of hearing and captions for the deaf. The hearing assist requirement may be met using either sound wands with volume control and reset, or a FM transmitter and handheld receiver. Captions for the deaf are displayed on a monitor synched with the audio.

2.7.1.2 Silent Video Programs

Silent videos require descriptive audio for people who are blind or have low vision, and notification, via on-screen caption or label adjacent to the monitor, for the deaf or hard of hearing that the video is silent. Delivery of descriptive audio is provided in the exhibit through a headset jack, a sound wand, or via Wi-Fi streaming in conjunction with the Exhibit Audio Description Tour app. When descriptive audio is delivered via headset jack, a label with the raised AD symbol and headset icon is required.

2.7.1.3 Audiovisual Programs

Audiovisual programs in exhibits require descriptive audio for people who are blind or have low vision, hearing assist for the hard of hearing, and captions for the deaf. Any of the delivery methods for audio-only programs and silent video programs may be used to meet these requirements.

2.7.1.4 Navigation Buttons

Touch screen user interfaces require external control navigation buttons for people with limited mobility.

2.8 Design Parameters

The contractor shall plan and design exhibits for the visitor center in accordance with the project attachments, in close consultation with the COR and project subject matter experts, and the following:

2.8.1 Space Allocation

The contractor shall comprehensively evaluate the visitor center’s floorplan and pursue space alternatives with the goals of improving visitor flow, improving the interpretive experience, and improving the spatial and functional relationship between the exhibits and the visitor service areas.

The historic building is approximately 2,400 square feet, which includes the museum room, the bookstore, the information desk, and administrative offices. Under this contract, the contractor shall plan and design only the following areas:

Primary Museum/ Exhibit Area: This area shall be the primary focus of the project, with a goal to provide access to the museum collection via both artifact display and digital programming. The overall Museum area is approximately 900 square feet, and exhibits shall be designed to be low-density in order to provide ample visitor flow and circulation space. Current exhibits occupy 400 square feet of this area and, as configured, allow for adequate visitor circulation at this density.

Entrance Area with Information Desk: This project shall include the design of a new information/welcome desk in the entry area. Note that fabrication of the desk is not part of the design-to figure.

2.8.2 Themes

The contractor shall use MOCA’s purpose statement and interpretive themes, listed below, to develop exhibit themes with a narrow focus, appropriate for the limited size of the exhibit space.

Exhibit themes shall be developed in collaboration with the park staff and stakeholders, via the

COR.

1. MOCA Purpose Statement The purpose of Montezuma Castle National Monument is to protect, study, and interpret the outstanding prehistoric and cultural features and natural ecosystems including iconic cliff-dwellings, artesian-fed sinkhole, and desert riparian environment.

2. MOCA Interpretive Themes

a. Land use patterns and human settlement of the Verde Valley illustrate the continuum of occupation in the Southwest and demonstrate how contemporary cultures are linked to, and identify with, this place.

b. Montezuma Castle National Monument serves as benchmarks of pioneering archeological efforts in the Southwest and demonstrates evolving scientific inquiry, methods, and interpretations that help us understand and connect with past human experiences.

c. The experiences of people in the Verde Valley demonstrate how, through migration, travel, and trade along natural corridors, cultures influence and affect one another.

d. The preservation and interpretation of Montezuma Castle National Monument illustrates the National Park Service mission in protecting exemplary sites that comprise our national identity and providing authentic places and experiences for people to connect to their heritage.

e. Riparian areas such as the Verde River and its tributaries and Tavasci Marsh are the connection among the Verde Valley communities and have been critical to the sustenance of prehistoric, historic, and modern life in the valley. These areas support a diversity of plants and animals and serve an important role in scientific discovery and species survival as habitat is lost to development worldwide.

f. Numerous Native Americans today maintain cultural connections to Montezuma Castle, Montezuma Well, and Tuzigoot and claim direct ancestry from the people who lived and traded in the Verde Valley.

g. Montezuma Castle National Monument was the first prehistoric structure protected under the Antiquities Act for its “ethnological value” and demonstrates America’s commitment to preserving public places for the enjoyment, education, and inspiration of current and future generations.

2.8.3 Exhibit Goals

The contractor shall work in collaboration with the park, via the COR, to further refine and define the following key goals of this project:

1. Improve the Visitor Experience: New exhibits shall improve the visitor experience by providing a more engaging and culturally sensitive museum space. Improving the visitor experience may include, but is not limited to, addressing the following needs:

a. Circulation/Flow: With annual visitation of approximately 500,000 people, the museum space needs to accommodate a brief but impactful experience that prepares the visitor to safely and respectfully engage with the park resources.

b. Hand-on Exhibits: New exhibits shall be engaging, though not time-intensive, for the visitor to interact with. The park is open to digital media solutions as well as low-tech interactivity.

c. Accessibility: New exhibits shall meet all legal accessibility requirements, as well as meet or exceed the NPS programmatic accessibility guidelines, following the principles of Universal Design and providing access to all visitors.

2. Interpret and Protect Natural and Cultural Resources: New exhibits shall provide both access to and protection of some of MOCA’s museum collection through the culturally appropriate display of authentic artifacts in conservation-grade cases, and through digital media programming.

3. Interpret New Research and Information: New exhibits shall provide up-to-date interpretation of new research, contemporary tribal perspectives, and opportunities for the park to change or update content.

2.8.4 Use Rights

MOCA has a limited collection of digitized historic images and current, high-resolution images that are available for use for this project. Additional images and artwork may be required based on decisions made during the planning and design process. The contractor shall be responsible for sourcing any necessary photography, artwork, or other intellectual property (IP) required by the design. The government prefers that any IP be sourced from park partners and associated tribes. The contractor shall acquire use rights and production quality copies of all third-party images and other IP required to produce the graphic layouts in the exhibit as specified in Attachment 1, Exhibit Planning, Design, and Fabrication Specifications, Section 17. The contractor shall budget approximately 5% of the planning and design cost for the necessary labor and materials to acquire use rights, production quality images, and other IP used in the exhibits.

This will be a not-to-exceed (NTE) contract line item (CLIN) for the acquisition of images and usage rights, not including labor. All material costs associated with this work will be reimbursed on an actual cost basis. Back up information will be required with invoices requesting payment for this work.

2.8.5 Fabrication Budget

For this project, the contractor shall design to a Fabrication Budget between $170,000 - $180,000.

1. The Fabrication Budget shall include:

a. All costs for purchasing, fabricating, transporting, and installing all exhibit elements as specified in Attachment 1: Exhibit Planning, Design, and Fabrication Specifications and its references.

b. Related fabrication costs: project management, shop drawings, samples, packing, shipping, and project closeout.

c. Production of all original audiovisual, electronic, and digital interactive programs.

d. Acquisition and installation of all electronic equipment, including audiovisual equipment.

e. Acquisition and installation of all exhibit-specific lighting.

f. Production of any original artwork, such as illustrations, maps, and photographs.

g. Production or acquisition of any custom elements, such as topographic maps, models or scenic displays, mechanical and electromechanical devices, artifact mounts.

h. Production of the Exhibit Audio Description program and equipment, including script development and hardware purchase and installation.

2. The Fabrication Budget shall not include:

a. Planning & Design work (ie, this contract)

b. Demolition of current exhibits.

c. Production of Information Desk.

d. Purchase and installation of house and architectural lighting.

e. Related infrastructure improvements such as carpet, paint, and electrical wiring, to include moving outlets and moving and installing junction boxes.

f. Non-interpretive elements in the Sales Area (e.g. furniture and fixtures).

3. PLANNING AND DESIGN SERVICES

3.1. General

The contractor shall provide all technical, professional, non-personal services, including all labor, materials, equipment, supplies, facilities, travel, management, and supervision necessary to provide MOCA with exhibit planning and design services for the park visitor center. Work includes: the development of Schematic Design 1 & 2, Design Development 1, 2, & 3, and Production Design 1 & 2.

3.1.1. Specifications

The contractor shall perform all services required hereunder in accordance with this Statement of Work (SOW) and all attachments.

3.1.2. Design Considerations

In planning and designing exhibits for the visitor center, the contractor shall take into account as essential design considerations the following: life safety, barrier-free design, accessibility/universal design, sustainability, energy conservation, artifact conservation including daylight modulation from skylights and windows, if applicable, control of sound-spill from AV programs, security provisions, integration and compliance with existing architecture where relevant, lamping, functionality, maintenance, conservation, and durability restrictions.

Exhibit lighting design shall prioritize artifact conservation, energy conservation, sustainability, and maintenance, and shall be appropriate to the exhibition space. LED track lighting shall be the default standard. Other lighting systems may be used where indicated by design or functional requirements and as approved by the COR.

3.1.3. Codes and Standards

All exhibits shall be designed in accordance with applicable codes, standards, design parameters or regulations noted in this or other sections of this contract, and in the location in which the exhibit shall be installed. In case of conflict between codes, standards, or regulations, the most stringent requirement shall apply.

1. Reference to standard specifications of any technical society, organization, or association, or to codes, manuals, or regulations of Federal or local authorities shall mean the latest standard, code manual, regulation, specification, or tentative specification adopted and published at least thirty (30) days prior to submittal of proposals, unless specifically stated otherwise.

2. Any code, standard, regulation, or specification listed below, in the attachments or otherwise referenced herein, that references the “authority having jurisdiction”, “local authority”, or “governmental authority” shall be interpreted to refer to the Contracting Officer as being this authority for purposes of interpreting/clarifying codes, standards, regulations, and specifications.

3.1.4. Post-award Conference Call

Upon award, the contractor shall participate in a project kick-off conference call to review contracting requirements and procedures with the project CO and COR.

3.2. Pre-Design

In Pre-design, the contractor shall gain a clear understanding of the project’s history, the park’s resources, and the roles of other project team members and stakeholders. Work in this phase focuses on preparing a solid foundation for all work that follows, ensuring that the project is logically structured, and its goals are understood and realistically attainable within the budget, schedule, and other specified parameters.

The contractor shall:

1. Review government furnished materials (all contract attachments).

2. The Project Manager, Exhibit Developer, and Exhibit Designer shall attend the post-award meeting and exhibit planning workshop, consisting of two, 8-hour meetings, not including travel time. One, 8-hour day shall take place at the MOCA visitor center, in Camp Verde, AZ.

The second, 8-hour day shall take place at the Western Archaeological and Conservation Center (WACC) in Tuscon, AZ to view collection artifacts. The contractor shall complete the following work:

a. Orientation to park experience

b. Identify and document media and object resources at park, including artifacts

c. Orientation to and documentation of architectural space

d. Conduct Exhibit Planning Workshop, including:

Analyze space and propose recommendations

Review existing planning documents

Review and/or develop design criteria

e. Review and/or develop themes, goals, and objectives, including:

Define target audience

Define the desired visitor experience

Document results of workshop

3. Identify sources for existing media resources and develop Resource Package Abstract.

4. Develop Project Brief, including:

a. Current overview of project, including updated information and understandings

b. Interpretive themes and objectives

c. Identification and analysis of all project goals in terms of their effect on the development and successful completion of the exhibit

d. Analysis of the project budget, including review and/or development of a Class C

Production Estimate

e. Analysis of the project schedule, and all other known parameters on the development and successful completion of the project.

3.3. Schematic Design

Work in this phase is organized into two (2) sub-phases: Schematic 1 (SD1) and Schematic 2 (SD2).

Schematic 1 includes development of several alternative schemes for organizing both the interpretive content and physical layout of the exhibits. Schematic 2 includes development of a preferred alternative. Major stories, exhibit elements, and presentation techniques are illustrated and described.

3.3.1. Schematic Design 1

During this phase, the contractor shall:

1. Conduct Content Research, including:

a. Survey repositories of relevant resources

b. Develop Resource Package Level 1

2. Develop Schematic Design 1, including three (3) schematic design exhibit alternatives:

a. Bubble diagrams that identify themes and concepts, placed in relationship to each other and to the physical space

b. One (1) preliminary sketch for each alternative that communicates the overall design intent

c. A title for each alternative, with written descriptions of how each scheme accomplishes the established project goals, including working titles and narrative of all exhibit scenes

d. A narrative addressing preliminary Universal Design and accessibility approaches for each alternative, including proposed approach for audio description

e. Class B Production Cost Estimate and life-cycle cost estimates for each alternative.

3. Present Schematic Design 1 / Conduct Design Charette

a. The contractor shall facilitate two (2), 2-hour virtual meetings with screen-sharing capacity to present the Schematic Design 1.

b. The Project Manager, Exhibit Developer, and Exhibit Designer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

4. Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.3.2. Schematic Design 2

During this phase the contractor shall:

1. Develop and submit Schematic Design 2 with Preferred Design Alternative including:

a. Written exhibit walkthrough

c. Overall design approach, including:

i. Media style and appearance

ii. Programmatic accessibility approach and techniques

iii. Audio description narrative approach and Production Plan

iv. Floor plan with individual exhibit Scenes, Content Groups, and major elements defined

v. Narrative overview of proposed Electronic Programs approach and techniques

d. Perspective view renderings that communicate design intent of each scene

e. Resource Package Level 2, with its content integrated into exhibit walkthrough description

f. Class B Production Estimate and revised life-cycle cost estimates for preferred alternative.

2. Present Schematic Design 2 as follows:

a. The contractor shall facilitate a 2-hour virtual meeting and conference call with screen-sharing capacity to present the Schematic Design 2.

b. The Project Manager, Exhibit Developer, and Exhibit Designer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

3. Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.4. Design Development

Work in this phase is organized into three (3) sub-phases: Design Development 1 (DD1), Design Development 2 (DD2), and Design Development 3 (DD3). Design Development 1 builds on the plan approved in the Schematic Design phase. Its emphasis is on confirming all major elements of the design and includes continued content planning. Design Development 2 focuses on the two-dimensional exhibit content, including the first full drafts of graphic layouts and all exhibit text. Design Development 3 focuses heavily on developing all interpretive content in detail, with continued design refinement to ensure effective presentation of the content within the exhibit.

3.4.1. Design Development 1

During this phase the contractor shall:

1. Develop and submit the following:

a. Overview with narrative description, including interpretive purpose statements and objective, and accessibility approach, for each exhibit Scene and Content Group.

b. Perspective view renderings that communicate design intent of each Scene and Content Group.

c. Exhibit Design Drawings.

d. Sample graphic layouts/graphic approach/typography.

e. Text Level 1.

f. Preliminary material, finish, and color selections.

g. AV Concept Treatment, and proposed program type and display format for each proposed Electronic Program.

h. Revised Audio Description Production Plan, to include proposed audio description trigger types, trigger locations, and Table of Contents main menu selections.

i. Preliminary Content Management Database including entries for the following:

AO - accessioned objects

CE - custom elements, including any non-accessioned objects

EE and EP - audiovisual and digital interactive elements

IM - images

LA - text labels

j. Updated Class B Production Cost Estimate and life-cycle cost estimate.

2. Provide recommendations for any alterations that are needed to the facility to accommodate the new exhibition design (i.e., floor and wall treatments/colors). In order to coordinate with any exhibit area electrical upgrades, the contractor shall provide an electrical plan with the locations for electrical, conduit, and other building coordination needs; and, information regarding the electrical loads for all exhibit spaces to inform, and be coordinated with, the building renovation work.

3. Present Design Development 1 as follows:

a. The Project Manager, Exhibit Developer, Exhibit Designer shall travel to

MOCA visitor center, in Camp Verde, AZ.

b. The meeting shall consist of two (2), 8-hour days. The Project Manager, Exhibit Developer, and Exhibit Designer shall attend.

4. Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.4.2. Design Development 2

During this phase the contractor shall focus on content refinements as follows:

1. Develop and submit the following:

a. Full draft of all graphic layouts.

b. Text Level 2.

c. A first draft of the AV Program Production Treatment for each Electronic

Program.

d. Selected Exhibit Design Drawing sheets, as required to show major design changes. The COR will request specific drawings for further develop in the comment phase of Design Development 1.

2. Present Design Development 2 as follows:

a. The contractor shall facilitate a 3-hour virtual meeting and conference call with screen-sharing capacity to present Design Development 2.

b. The Project Manager, Exhibit Designer, and Exhibit Developer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

3. Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.4.2. Design Development 3

During this phase the contractor shall:

1. Develop and submit the following:

a. Graphic Layouts Package, organized according to exhibit Scenes, to include:

Overview with narrative description, including interpretive purpose statements and objective, for each exhibit Scene and Content Group.

Perspective view renderings that accurately show the placement of graphic layouts within the three-dimensional exhibits.

Complete graphic layouts, showing full layouts as well as enlarged sections with text and image at legible size for review.

Text Level 3.

b. Exhibit Design Drawings, to include:

Floorplans and elevations of site and existing conditions.

Plan and elevation views of each Scene and Content Group, showing exhibit structures and all interpretive content with Content Management identification key numbers, and proposed colors, materials, and finishes.

Proposed fabrication details, methods, or performance specifications for unusual exhibit structures.

Reflected ceiling plan and proposed lighting plan.

Data and electrical wiring plan, including locations of floor and wall outlets, junction boxes, switches, controls, and associated electronic elements.

b. Content Management Database to include the following reports:

Comprehensive Exhibit Plan

AO - Accessioned Objects Schedules

AO - Accessioned Objects Facsimile Sheets

CE - Custom Elements Schedules

CE - Custom Elements Facsimile Sheets

EE - Electronic Equipment Schedules

EP - Electronic Program Schedules

GL - Graphic Layout Schedules

IM - Image Schedules

IM - Image Facsimile Sheets

c. Electronic Programs Report including:

Updated AV Program Concept Treatments and AV Program Production Treatments for AV Programs and Digital Interactives.

Flow charts for Electromechanical Programs.

Electronic Equipment locations, wiring paths, circuit and switch locations.

Audiovisual, digital interactive, and electromechanical technical specifications.

Updated Audio Description Production Plan, to include audio description trigger types, trigger locations, and Table of Contents segment titles and sub-menu selections.

d. Content Specialties Reference Package, including an entry for each exhibit element that requires detailed subject matter, creative, technical, and/or artistic input.

e. Material, finish, and color samples.

f. Updated Class B Production Cost Estimate and life- cycle cost estimate.

2. Provide updates to the DD1 recommendations for any alterations that are needed to the facility to accommodate the new exhibition (i.e., floor and wall treatments/colors), and electrical requirements (including loads).

3. Present Design Development 3 as follows:

a. The contractor shall facilitate a 2-hour virtual meeting and conference call with screen-sharing capacity to present Design Development 3.

b. The Project Manager, Exhibit Designer, and Exhibit Developer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

4. Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.5. Production Design

Work in this phase is organized into two (2) sub-phases: Production Design 1 (PD1) and Production Design 2 (PD2). Production Design 1 includes preparation of all documents needed for the exhibit fabricator to understand and produce the project. Production Design 2 includes completion of all other outstanding planning and design tasks.

3.5.1 Production Design 1

During this phase the contractor shall:

1. Develop and submit the following:

a. Graphic Layouts Package, organized according to exhibit Scenes, to include:

Overview with narrative description, including interpretive purpose statements and objective, for each exhibit Scene and Content Group.

Perspective view renderings that accurately show the placement of graphic layouts within the three-dimensional exhibits.

Complete graphic layouts, showing full layouts as well as enlarged sections with text and image at legible size for review.

Text Level 4.

b. Exhibit Design Drawings, that are technical in nature and communicate all design intentions to the fabricator with enough detail and clarity that the fabricator may properly execute production, to include:

Relevant drawing details that impact performance and aesthetic qualities of a particular scene, group, or component

Proposed approach to operation and/or access

Dimensions for all physical construction and relevant aesthetic details

Material and finish specifications

Proposed mounting and fabrication methods that are critical to performance or aesthetic details

Proposed hardware that is critical to performance or aesthetic details

Include annotations, with performance specifications, for any specific items or detailing that the fabricator will resolve

Include dimensions, call-outs, and use of standard architectural conventions and symbols.

c. Content Management Database to include the following reports:

Comprehensive Exhibit Plan

AO - Accessioned Objects Schedules

AO - Accessioned Objects Facsimile Sheets

CE - Custom Elements Schedules

CE - Custom Elements Facsimile Sheets

EE - Electronic Equipment Schedules

EP - Electronic Program Schedules

GL – Graphic Layout Schedule

IM - Image Schedules

IM - Image Facsimile Sheets

d. Electronic Programs Report including:

Final AV Program Concept Treatments and AV Program Production Treatments for AV programs and Digital Interactive Programs.

Final flow charts for Electromechanical Programs.

Detailed technical specifications and cut sheets for all audiovisual, digital interactive, and electromechanical programs and equipment.

Audio Description Production Plan, including:

o A diagram of exhibits indicating required power sources o The types and locations of triggering hardware o Table of Contents with segment titles and submenus.

e. Content Specialties Reference Package, including fully developed and revised entries for each exhibit element that requires detailed subject matter, creative, technical, and/or artistic input.

f. Acquire use-rights and production-quality copies of all third-party images and other intellectual property.

2. Present Production Design 1 as follows:

a. The contractor shall facilitate a 2-hour virtual meeting and conference call with screen-sharing capacity to present Production Design 1.

b. The Project Manager, Exhibit Designer, and Exhibit Developer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

3. Participate in a conference call to reconcile COR review comments and provide written documentation of all decisions made.

3.5.2. Production Design 2

At Production Design 2, all exhibit firm logos and other firm-identification shall be removed from Production Design 2 submittals. Production-ready files shall be provided to the COR and shall become government property. During this phase the contractor shall:

1. Develop and submit the following:

a. Final Graphic Layouts Package, organized according to exhibit Scenes, to include:

Complete and final graphic layouts, showing full layouts as well as enlarged sections with text and images at legible size for review.

Text Level 4 corrections.

Production-ready graphic files.

b. Final Exhibit Design Drawings, that are technical in nature and communicate all design intentions to the fabricator with enough detail and clarity that the fabricator may properly execute production, to include:

Relevant drawing details that impact performance and aesthetic qualities of a particular scene, group, or component

Proposed approach to operation and/or access

Dimensions for all physical construction and relevant aesthetic details

Material and finish specifications

Proposed mounting and fabrication methods that are critical to performance or aesthetic details

Proposed hardware that is critical to performance or aesthetic details

Include annotations, with performance specifications, for any specific items or detailing that the fabricator will resolve

Include dimensions, call-outs, and use of standard architectural conventions and symbols.

c. Final Content Management Database reports.

d. Final Electronic Programs Report:

Final Concept and Production Treatments for AV programs, and Digital Interactive Programs.

Final flow charts for Electromechanical Programs.

Updated detailed technical specifications, cut sheets, and wiring diagrams, for all audiovisual, digital interactive, and electromechanical programs and equipment.

Updated Audio Description Production Plan.

e. Final Content Specialties Reference Package.

f. Final use-rights documents package, with signed original content licenses.

2. Present Production Design 2 as follows:

a. The contractor shall facilitate a 2-hour virtual meeting with screen-sharing capacity to present Production Design 2.

b. The Project Manager, Exhibit Designer, and Exhibit Developer shall attend.

c. The contractor shall be responsible for purchasing the licenses required to host the online meeting.

3. Following the PD2 presentation, the contractor shall provide any and all corrections to the Production Design 2 submittal, as provided by the COR.