SOO_LSARI_Design-Build_6-10-2026_Final_Draft_1.docx

Lower San Acacia Reach Improvements Project

Statement of Objectives

Upper Colorado Basin Region San Marcial, New Mexico

1.

This page intentionally left blank.

U.S. Department of the Interior Bureau of Reclamation Albuquerque Area Office February 2026

LOWER SAN ACACIA REACH IMPROVEMENTS PROJECT

DESIGN-BUILD STATEMENT OF OBJECTIVES

San Marcial, New Mexico

FOREWORD

Reclamation seeks services to complete the design and construction of river realignment in the Lower San Acacia Reach of the Middle Rio Grande. The work is located between the Bosque del Apache (BdA) National Wildlife Refuge and Elephant Butte Reservoir, from approximately River Mile (RM) 74 to RM 59.5.

SITE VISIT: A SITE VISIT WILL BE HELD ON {insert date}, {insert location}, BEGINNING AT {insert time}. PROSPECTIVE BIDDERS SHOULD MAKE ARRANGEMENTS BY CONTACTING DAVID (SONNY) COOPER AT dcooper@usbr.gov OR 505-526-5417. ATTENDEES ARE TO PROVIDE AND WEAR STURDY BOOTS AND SAFETY VESTS.

FOR INFORMATION REGARDING BUREAU OF RECLAMATION'S PUBLICATION "RECLAMATION SAFETY AND HEALTH STANDARDS" WHICH IS APPLICABLE TO WORK UNDER THIS CONTRACT, SEE CLAUSE AT "WBR 1452.223-81 SAFETY AND HEALTH." CURRENT VERSIONIS AVAILABLE ONLINE AT: https://www.usbr.gov/safety/rshs/index.html.

CONTINUATION OF

SECTION B – SUPPLIES OR SERVICES AND PRICES

Lower San Acacia Reach Improvements Project Design-Build Statement of Objectives New Mexico

PRICE SCHEDULES

Offers will be considered for award on the following Price Schedules, but no offer will be considered for award on only a part of the Price Schedules.

The Government will award Price Schedule A or Price Schedules A and B, depending on available funds.

Offers are subject to the terms and conditions of this solicitation.

Offerors are cautioned to carefully review the proposal submission requirements contained in Solicitation Section L. Failure to comply with these requirements may result in an offer being determined technically unacceptable.

No Price Schedules shall be submitted with the Phase 1 Request for Qualifications (RFQ) / Statement of Qualifications. Offerors will submit Price Schedules with their proposal during the Phase 2 Requests for Proposals (RFP).

Contract will be awarded to the offeror as detailed in Solicitation Sections L and M. Contract award will be based on the combination of Price Schedules and technical proposals that provide the best value to the Government.

Definitions:

CLIN – Contract Line Item Number Lower Segment – Project reach that is downstream and south of the existing railroad bridge. Approximately 8 miles in length.

Upper Segment – Project reach this is upstream and north of the existing railroad bridge. Approximately 7 miles in length.

Price Schedule B Addendum:

Include pricing breakdown as shown.

Incorporate all construction work, although the work breakdown structure descriptions may not specifically identify each element of the Work.

If necessary revise Price Schedule B Addendum to add work breakdown structure activities and provide comments or attach an explanation describing the reasons for each revision.

PRICE SCHEDULE A – DESIGN

TOTAL FOR PRICE SCHEDULE A – DESIGN

For Design CLINs, please attach a detailed listing of labor categories included, number of labor hours, quantity, and associated rates; and other costs associated with design (i.e., material, equipment, software, travel). Include all associated fringe benefits in labor rates. Include all taxes and other fees that total the lump sum for design.

PRICE SCHEDULE B – CONSTRUCTION

TOTAL FOR PRICE SCHEDULE B – CONSTRUCTION

For Construction CLINs, please complete Price Schedule B Addendum.

PRICE SCHEDULE B ADDENDUM

CLIN 2 – LOWER SEGMENT CONSTRUCTION SERVICES

SUBTOTAL

New Mexico Gross Receipts Tax [6.2500% (Socorro County)]

TOTAL (Same as CLIN 2 total from Price Schedule B)

END OF SUPPLIES OR SERVICES AND PRICES COSTS

This page intentionally left blank.

Design-Build Statement of Objectives Solicitation No. 140R4026R0019

1.

SECTION C - DESCRIPTION / SPECIFICATIONS

TABLE OF CONTENTS

DIVISION 01 - GENERAL REQUIREMENTS

DIVISION 51 - INFORMATION AVAILABLE TO OFFERORS

DIVISION 52 - DRAWINGS

52 00 00 Drawings

END OF CONTENTS

Lower San Acacia Reach Improvements Project Design-Build Statement of Objectives Solicitation No. XXXXXXXXXX

1.

Table of Contents 00 01 10 - 1

SECTION 01 11 00

SUMMARY OF WORK

GENERAL

LOCATION

Work is located within the Rio Grande valley, on the east side of I-25, approximately 30 miles south of Socorro, New Mexico in Socorro County. Project reach is between the Bosque del Apache (BdA) National Wildlife Refuge and Elephant Butte Reservoir, from approximately River Mile (RM) 74 to RM 59.5 (see Figure 1). The project reach is divided into two segments by the existing Burlington Northern and Santa Fe (BNSF) railroad bridge crossing located at approximately RM 68.6.

Figure 1: LSARI Location Map

PRINCIPAL COMPONENTS OF WORK

Project shall realign approximately 15 miles of the Rio Grande from RM 74 to RM 59.5.

Project reach will be separated into two phases delineated by an existing railroad bridge at RM 68 that crosses the Rio Grande.

Lower or Southern Segment (downstream of railroad bridge) will be completed under this contract.

Upper or Northern Segment (upstream of railroad bridge) will be completed under a separate contract.

Design and Construct:

Approximately 15 miles of river realignment.

Lower or Southern Segment (downstream of railroad bridge) is approximately 8 miles in length. Will be completed under this contract.

Upper or Northern Segment (upstream of railroad bridge) is approximately 7 miles in length. Will be completed under a separate contract.

Temporary and permanent access roads.

Connections, disconnections, and/or abandonment of existing river infrastructure, including the Rio Grande, the Low Flow Conveyance Channel (LFCC), and Elmendorf Drain.

For project details, see 30% Design Report provided by Government. To be provided during solicitation.

SPECIFICATIONS REQUIREMENTS

Requirements in Division 1, General Requirements, apply to Divisions 2 through 52.

Imperative statements in these specifications are Contractor requirements, unless otherwise stated.

Where specifications are written in streamlined form, words “shall be” are included by inference where a colon (:) is used within sentence or phrase.

DEFINITIONS

When specifications use a word or term defined in Federal Acquisition Regulations (FAR), definition of the word or term shall be in accordance with FAR sections in effect at the time solicitation was issued.

“BO” or “MRG BO” refers to the Middle Rio Grande Biological Opinion, which incorporates by reference the Middle Rio Grande Biological Assessment (Reclamation, 2015). The BO is a regulatory document issued by the U.S. Fish and Wildlife Service to Reclamation that provides specific input on water management and maintenance related issues.

“Contractor” means the contractor selected and awarded to provide the design-build services described in this statement of objectives (SOO).

“Cultural Resources” include historical properties, archaeological resources, and traditional cultural properties.

“Designer-Builder” means Contractor.

“Government” means Reclamation.

“MRG” means Middle Rio Grande.

“MRGCD” (or District) means the Middle Rio Grande Conservancy District, which was created by the State of New Mexico with the passage of the Conservancy Act in 1923 to provide flood protection from the Rio Grande, drain swampy areas, and provide irrigation water for farming purposes. The District’s boundaries include 1,420 miles of irrigation infrastructure serving approximately 62,000 acres of agricultural lands.

“Owner” means the Bureau of Reclamation (Reclamation).

“SOO” means Statement of Objectives, which defines the scope of work and objectives for performance of this design-build procurement.

“RGSM” (minnow or Silvery Minnow) means the Rio Grande Silvery Minnow (Hybognathus amarus).

“Stakeholders” means governmental and or non-governmental organizations with an interest in the implementation and outcome of the project.

“TSC” means Reclamation’s Technical Service Center, located in Lakewood, CO.

“Week”, in the context of this SOO, shall be understood to mean seven calendar days unless otherwise stated.

ACRONYMS

The following acronyms apply to specifications Divisions 1 through 52:

MEASUREMENTS AND SYMBOLS

The following symbols and units apply to specifications Divisions 1 through 52:

PRODUCTS

Not Used

EXECUTION

Not Used

END OF SECTION

This page intentionally left blank.

Lower San Acacia Reach Improvements Project Design-Build Statement of Objectives Solicitation No. XXXXXXXXXX

1.

Summary of Work 01 11 00 - 2

SECTION 01 12 16

WORK SEQUENCE

GENERAL

The Contractor will provide services for the project in three (3) distinct phases: design of lower (southern or downstream) segment, construction of lower segment, and lower segment post-construction. The contract line-item structure to be maintained is:

CLIN 0001 – Lower Segment Design Services CLIN 0002 – Lower Segment Construction Services CLIN 0003 – Lower Segment Post-Construction Services Design phase services consist of engineering, topographic data collection, geotechnical field investigations, materials field investigations, other design data collection efforts, final design development, and environmental and cultural compliance and permitting. In addition, this phase includes the development of the project construction price and schedule.

The design services shall be tailored to the project budget. Supporting documentation to be developed as part of design includes detailed open-book costing for the construction and post-construction phases. If the cost estimates developed at the 60 or 90 percent design phases indicate exceeding the project budget, the Contractor and Reclamation will jointly evaluate the issues and determine the best course forward.

Construction phase services consist of implementing the project construction activities, including environmental and cultural compliance monitoring and reporting.

Post-construction phase services consist of documenting acceptance testing to demonstrate that the infrastructure built are fully functional and meet design requirements, providing training and technical support to Reclamation, completing the project as-built drawings and related contract closeout documentation, and monitoring of revegetation progress.

MEASUREMENT AND PAYMENT

Cost:

Include in prices offered in the Price Schedule for other items of work.

WORK SEQUENCE

Reclamation is flexible to an alternate approach to packaging the design and construction submittals (submittal register) from that indicated in this SOO. Contractor may propose an alternative approach for Reclamation review and approval during the initial design stages of the project.

Design and construction submittals shall be submitted in accordance with the approved submittal register. Contractor shall allow 28 calendar-day review period for each design and construction submittal.

Provide all submittals as detailed in this SOO unless directed otherwise by the COR.

Fast-tracking via Incremental Performance Requirements:

The CO will notify the Contractor when designs are approved for construction by issuance of a Notice to Proceed.

During design, the Contractor is encouraged to develop a schedule that identifies incremental performance opportunities. Implementation of these discrete construction elements may be undertaken in advance of complete design on other aspects of the project. A Notice to Proceed will be issued for each such element.

The CO will not grant a time extension for a design re-submittal when, in the opinion of the CO, the initial submission failed to meet minimum quality requirements.

Monthly progress payments for the design phase submittals shall be made based on the approved progress payment schedule. No payment will be made for any installed construction elements until the required submittals for the construction item are accepted.

Construction of the Lower Segment is intended to proceed incrementally as design is approved, environmental compliance is completed, materials are procured, and the Contractor is fully prepared to proceed with subject work.

PRODUCTS

Not Used

EXECUTION

DESIGN PHASE SERVICES:

Lead and participate in bi-weekly coordination meetings.

Supervise subcontractors and Design-Build team members.

Implement safety, environmental, and quality management procedures.

Develop project execution plan, including project schedule.

Perform any necessary engineering studies, including geotechnical investigations and concrete/materials testing to evaluate conditions of existing infrastructure that may impact design and construction.

Perform any necessary field data collection, including topographic surveying, boundary surveying, bathymetric surveying, utility locating, or any other data collection needed for development of the design.

Perform, in coordination with Reclamation, applicable environmental and cultural compliance and permitting associated with the engineering studies and field investigations.

Perform, in coordination with Reclamation, applicable environmental and cultural compliance and permitting required for construction that is not provided by Reclamation.

Proactively seek opportunity for project cost savings.

Develop 60 percent, 90 percent, and final engineering design drawings, specifications, and cost estimates.

Produce a Basis of Design Report at each design milestone (60 percent, 90 percent, and final) to document the design development, decisions, and calculations.

Identify long lead procurement items and ensure materials are ordered timely to support construction.

Submit final price proposal and negotiate price to complete the Construction and Post-Construction Phase services Identify, draft, and submit for Reclamation review/approval/signatures, and finalize/obtain all necessary permits for construction activities.

Develop acceptance testing documentation.

Develop training, operations, and maintenance guidance.

CONSTRUCTION PHASE SERVICES:

Lead and participate in bi-weekly coordination meetings.

Implement effective safety, health, environmental compliance, and quality control plans, procedures, inspections, and reporting.

Construct river realignments in full accordance with final designs and specifications. Where recommended by the Contractor and approved in advance by the Contracting Officer (CO) and with complete environmental and cultural documentation, Contractor may initiate construction on specific tasks based on design documents developed to less than 100 percent.

Implement water control measures for river flows, stormwater flows, irrigation flows, dewatering, and unwatering as necessary for construction and in full accordance with the final design, specifications, and water management plans.

Ensure all construction workers, vendors, subcontractors, and visitors comply with OSHA standards.

Implement risk management procedures.

Supervise subcontractors, vendors, and Design-Build team members.

Manage submittal reviews, requests for information, and all other coordination required between the Designer of Record (DOR) and the builder during construction.

Procure equipment and subcontractors.

Secure necessary approvals and permits in advance of construction activities.

Ensure adequate third-party quality control testing.

Maintain drawing updates and associated construction documentation throughout project.

Maintain site security for all work areas.

Conduct performance and acceptance testing.

POST-CONSTRUCTION PHASE:

Prepare and provide as-built drawings.

Develop any necessary operations and maintenance (O&M) manuals and guidance for Reclamation staff.

Deliver O&M training to Reclamation staff.

Provide technical support for O&M, monitoring, diagnosis of issues, and troubleshooting during the initial 6 months of operations.

Assume 36 months of monitoring for revegetation success. Monitoring timeframe may change depending on permit requirements.

RIO GRANDE

Work conducted by the Contractor will not delay, detain, or impede water deliveries to Elephant Butte Reservoir via the Rio Grande or the LFCC.

END OF SECTION

Design-Build Statement of Objectives Solicitation No. XXXXXXXXXX

Work Sequence 01 12 16 - 1

SECTION 01 14 10

USE OF SITE

GENERAL

MEASUREMENT AND PAYMENT

Cost:

Include in prices offered in the Price Schedule for other items of work.

REFERENCE STANDARDS

Bureau of Reclamation (USBR)

1. Cleaning Manual-2012 Inspection and Cleaning Manual for Equipment and Vehicles to Prevent the Spread of Invasive Species (Technical memorandum No. 86-68220-07-05) 2012 Edition Available online at: http://www.usbr.gov/mussels/prevention

SUBMITTALS

Submit the following in accordance with Section 01 33 00 - Submittals.

RSN 01 14 10-1, Land Use Plan:

For each Contractor use site on Government land.

Show use location and extent of impact. Uses include but are not limited to the following:

Buildings and service areas including offices, shops, warehouses, storage areas, fuel and oil storage areas, and fabrication yards.

Parking areas, temporary roads, and haul routes.

Utilities including air, power, and water lines; fire hydrants; and compressor station.

First-aid facilities.

Concrete and aggregate plants. Show sizes, rated capacities, and general features of aggregate processing plant including transporting, storing, screening, and washing facilities; concrete batching and mixing plant; and concrete conveying, placing, and cooling plants.

Areas for processing, storing, and disposing of waste materials from construction operations.

Temporary fences.

Include methods to mark work area limits, protect disturbed areas, and prevent erosion.

Describe methods to protect, and repair if damaged, existing improvements and utilities at or near jobsite.

Describe methods for removing temporary structures and facilities, cleanup, and rehabilitating site after completion of construction activities.

Submit revised drawings of changes in use of Government land made during design and construction stages or after use of Government land is in operation.

PROJECT CONDITIONS

Government land as shown on drawings may be used for required construction facilities.

When private land is used for construction facilities, or other construction purposes, make necessary arrangements associated with use of private land.

Location, construction, operation, maintenance, and removal of construction facilities on Government land will be subject to approval of COR.

Do not interfere with work of other contractors or the Government in vicinity, or with reservations made by the Government for use of such land.

Areas on Government land which will be obliterated by permanent construction or inundated by the new river alignment may be used where use of such land will be discontinued and construction facilities, materials, equipment, and rubbish and waste materials will be removed to avoid interference with work in such areas.

Housing for construction personnel will not be permitted on Government land.

PRODUCTS

Not Used

EXECUTION

CLEANING

Construction equipment:

Before bringing on site, clean construction equipment to remove dirt, vegetation, and other organic material to prevent introduction of noxious weeds, and invasive plant and animal species.

Contractor cleaning procedures shall result in equipment being cleaned as well or better than the procedures described in Cleaning Manual.

COR will inspect construction equipment following procedures described in Cleaning Manual before allowing equipment onsite.

RESTORATION

Restore temporary construction roads to original contours and make impassable to vehicular traffic when no longer required.

After completion of work, regrade and scarify Government land used for construction purposes and not required for completed installation so that surfaces blend with natural terrain and are in a condition that will facilitate revegetation, provide proper drainage, and prevent erosion.

END OF SECTION

Use of Site 01 14 10 - 1

SECTION 01 20 05

COST ESTIMATING REQUIREMENTS

GENERAL

MEASUREMENT AND PAYMENT

Cost:

Include in prices offered in the Price Schedule for other items of work.

REFERENCE STANDARDS

Bureau of Reclamation (USBR)

1. FAC 09-01 Reclamation Manual, Directives and Standards, FAC 09-01 Cost Estimating.

SUBMITTALS

Submit the following in accordance with Section 01 12 16 – Work Sequence and Section 01 81 05 – General Performance Requirements:

RSN 01 20 05-1, 60 Percent Design Cost Estimate RSN 01 20 05-2, 90 Percent Design Cost Estimate RSN 01 20 05-3, 100 Percent Design Cost Estimate

QUALIFICATIONS

Contractor Cost Estimator minimum qualifications shall include:

6 years’ experience estimating construction costs for heavy civil construction projects valued over 10 million dollars. Heavy civil construction project experience shall include earthwork, reinforced concrete, dewatering/unwatering, and indirect costs.

6 years’ experience estimating design-build delivery contracts in excess of 5 million dollars.

3 years’ experience estimating design-build delivery contracts in excess of 10 million dollars.

COST ESTIMATES

Contractor Cost Estimates shall include:

Estimates for design engineering, environmental compliance, and other design related services shall be:

Task or activity based, estimated separate and not combined with construction estimates.

List major tasks or activities, along with products or services.

Identify resources, including:

Breakdown of staff days or hours, itemized by task or activity and by job title.

Non-labor costs such as equipment, travel, transportation, supplies and miscellaneous expenses.

Job titles of various professional and labor classifications, along with hourly rates for each position.

Deliverables.

Staff days for peer review and/or quality assurance reviews.

Clear and logical formatting with detail and supporting documentation appropriate to professional industry standards.

Logical work breakdown structure with descriptions of major features of construction.

Pay item numbers, units of measure, quantities, unit prices and amounts for each pay item in accordance with Reclamation guidance FAC 09-01, included in Section 51 00 00 – Information Available to Offerors.

Name and date for each person developing cost estimates, performing peer reviews, and checking estimates.

Reclamation title block information including the Reclamation project name and state, feature description, region (Upper Colorado), Estimate level and sheet or page number Tax estimations must include New Mexico Gross Receipts Taxes as appropriate for each task.

Labor classifications for applicable Davis-Bacon craft labor and Design-Build field and professional staff. Include:

Federal wage rate decision number and date for Craft labor.

Labor burden details including Davis-Bacon fringe benefits.

Labor taxes, including Federal Insurance Contributions Act (FICA), Federal Unemployment Tax Act (FUTA) and State Unemployment Tax Act (SUTA).

Labor insurance rates including workers compensation and other applicable insurances.

Any other applicable adders such as per diem, travel expenses or small tool allowances.

Overtime rates.

Unit prices and lump sums:

Assumptions, calculations, references, and vendor quotes.

Sources of information, references, contact information.

Pricing derivation.

Warranties and extended warranties.

Other information relative to unit prices and lump sums for the identified items of work.

Breakdowns and descriptions of sub-items and sub-costs as applicable.

Progressions of cost developments to final unit prices. Identify all costs or computations, with applicable units of measure.

Indirect costs:

Assumptions, references, computations/calculations.

Job or field management/general expense costs.

General and administrative or home office expenses.

Profit/fee costs.

Bond costs.

Other indirect costs applied to direct costs for prime contractor work and subcontractor work, as applicable.

Summary worksheet for every cost estimate, including:

Subtotal of the construction prices of items.

Mobilization.

Subtotal with mobilization.

Contract cost allowances:

Design contingencies.

State of New Mexico gross receipts taxes.

Construction contingencies.

Construction cost.

PART 2 PRODUCTS

Not Used

PART 3 EXECUTION

Not Used

END OF SECTION

Design-Build Statement of Objectives Solicitation No. XXXXXXXXXX

Cost Estimating Requirements 01 20 05 - 2

SECTION 01 20 10

RISK MANAGEMENT REQUIREMENTS

GENERAL

MEASUREMENT AND PAYMENT

Cost:

Include in prices offered in the Price Schedule for other items of work.

REFERENCE STANDARDS

Project Management Institute (PMI)

1. PMBOK Guide PMI, 2004. A Guide to the Project Management Body of Knowledge (PMBOK Guide), Newton Square, PA: Project Management Institute, 7th Edition.

SUBMITTALS

In accordance with Section 01 12 16 - Work Sequence and Section 01 33 00 - Submittals.

RSN 01 20 10-1, Risk Management Plan Define how risks shall be identified.

Specify how cost and schedule risk analysis shall be developed and executed.

Define how response strategies for risks shall be developed.

Specify how risks and associated costs shall be controlled and/or mitigated for the work.

Identify roles and assign responsibilities for Contractor and Reclamation for each component of the Risk Management Plan.

Draft and Final Risk Register including:

Identified risks.

Areas of project that could be affected by each risk.

The probability and impact rating on cost, schedule, scope, and quality for each risk.

Results of qualitative and quantitative risk analysis.

Root causes of risks.

Triggers, symptoms, and warning signs of impending risk occurrence Potential responses, preventive, and mitigation strategies to reduce identified risks.

Owner of each risk.

Assigned responsibilities.

PRODUCTS

Not Used

EXECUTION

Not Used

Risk Management Requirements 01 20 05 - 2

SECTION 01 25 00

PUBLIC COMMUNICATIONS

GENERAL

The Contractor will be required to draft and implement an effective communications program to ensure that the public, local government, and agency personnel are informed about the project status as required within this statement of objectives.

Draft public communication materials must be coordinated closely with Reclamation’s Public Affairs Specialist through the COR to ensure that communications and means of release are approved in advance.

The communication program should include general project expectations and outcomes, the anticipated design and construction schedule, and potential impacts of construction activities, such as utility outages, road closures or detours, hours of construction and noise levels. The Contractor will gather input on how to minimize these impacts. The Contractor shall ensure that the project plans and construction comply with tribal, state and local requirements related to public notifications.

The Contractor will be required to complete public and agency coordination in execution of environmental compliance and permitting as needed. Coordinate draft materials through the COR to obtain approval in advance of distribution or dissemination.

MEASUREMENT AND PAYMENT

Cost:

Include in prices offered in the Price Schedule for other items of work.

SUBMITTALS

RSN 01 25 00-1, Public Communications Plan

PRODUCTS

Not Used

EXECUTION

Public Communication 01 25 00 - 2

SECTION 01 31 19

PROJECT MANAGEMENT AND COORDINATION

GENERAL

Contractor is expected to actively manage and coordinate the project in accordance with professional standards, including those established by the Project Management Institute and specifically with the Project Management Body of Knowledge (current edition).

The Contractor is required to coordinate design and construction with the COR, other Reclamation staff, stakeholders, and other local, State, and Federal agencies as needed.

Contractor will be required to schedule and lead coordination meetings every two weeks (bi-weekly) throughout the project duration.

At the Contractor’s discretion, these may be held in person at Reclamation’s Albuquerque Area Office as coordinated through the COR. However, the Contractor must ensure that remote participation is available as well.

Should there be administrative limitations on in-person meetings in effect during the contract period, whether imposed by Reclamation or Contractor corporate policies, or for purposes of efficiencies, virtual meetings are fully allowed and encouraged, and must have adequate capacity to ensure participation by attendees.

In addition to the bi-weekly meetings, the Contractor will be required to document and disseminate notes on other relevant meetings, conferences and site visits as required, including those commitments identified in other sections.

Detailed requirements for project scheduling are stipulated in Section 01 32 10 - Design and Construction Program.

MEASUREMENT AND PAYMENT

Cost:

Include in prices offered in the Price Schedule for other items of work.

SUBMITTALS

RSN 01 31 19-1, Bi-Weekly Coordination Meeting Notes RSN 01 31 19-2, Design Site Visits, Conferences, and other Meeting Notes RSN 01 31 19-3, Earned Value Reports RSN 01 31 19-4, Project Status Reports

PROJECT COORDINATION MEETINGS

Bi-Weekly Coordination Meetings The bi-weekly meetings shall allow one hour to discuss the project progress, schedule, and technical items followed by one hour to discuss any contractual items.

The attendees for each segment may vary as the Contractor, Owner, and stakeholder interests require:

Contractor’s Project manager, project engineer, superintendent, and Quality Control Supervisor, and pertinent subcontractors.

COR, project manager, project engineer, safety personnel, and other required Government staff.

The second segment discussing contractual items will be limited in participation to those directly involved with the contract administration, specifically the Contractor’s Project Manager and Reclamation’s CO and COR.

Other personnel may attend in support as requested by either party.

Contractor is responsible for documenting the bi-weekly meetings, including agenda preparation, attendees, topics of discussion, assigned action items, and updates on contract status.

Within three business days following the meeting, Contractor will distribute meeting notes electronically to the COR and identified team members.

Contracting items discussed in the second hour of the bi-weekly meetings and subject to limited disclosure shall be reported separately to the CO and COR.

Coordination Meetings during Design Phase Purpose is to review planning, design, and environmental compliance progress, schedule, and coordination:

Review progress made, schedule, project issues, submittals, Request for Information (RFI), and resolution necessary to meet design requirements.

Provide 3-week look-ahead schedule.

Coordination Meeting during Construction Phase Purpose is to review drawings, data, and technical requirements of specifications. Schedule, progress, and coordination:

Review safety, progress made, schedule, project issues, submittals, Request for Information (RFI), and resolution necessary to meet specifications requirements.

Review dates that activities were started and completed, remaining duration, and percent complete.

Review submittals register, submittals currently in review and approval, and meeting submittals due dates or delivery time frames.

Provide 3-week look-ahead schedule at least 3 Federal working days before start of meeting.

Review As-built Drawings.

DESIGN SITE VISITS AND CONFERENCES

The Contractor will conduct a minimum of two design coordination meetings with Reclamation to receive input early during the design phase:

One Pre-Work Conference Conducted after contract award and as needed.

Government and Contractor to review design submission and review procedures, discuss preliminary design schedule, phase completion of the design documents, and construction activities.

One onsite design coordination meeting.

60- and 90-Percent Review Conferences Virtual meeting for each design review package submittal.

Attendees: Contractor personnel responsible for the design.

Within 14 calendar days after the close of the review period.

Provide written summary of review conference.

Contractor will schedule additional site visits and conferences as needed to obtain information, input, physical data or otherwise coordinate design progress.

Contractor will distribute notes summarizing the topics of discussion, action items, concerns, and attendees for visits, meetings, and conferences as necessary.

When Contractor is uncertain whether an event rises to the significance of requiring distribution of notes in lieu of the project status reporting, seek guidance from the COR.

EARNED VALUE REPORTS

For each required Gantt chart submittal, the Contractor shall also report planned value, earned value, actual cost, schedule variance and cost variance for the period and cumulatively.

If the project performance is below baseline projections, the Contractor shall describe the measures to be implemented to ensure the project can be completed on time, within budget, and with the agreed upon quality and objectives met.

PROJECT STATUS REPORTS

The Contractor shall inform Reclamation of project status, accomplishments, challenges, and planned work throughout the contract period.

Monthly project status reports shall be submitted to the CO and COR to report project status and to support submitted invoices.

Monthly reports shall include, at minimum:

Accomplishments during the previous month.

List of meetings and conference calls held during the previous month.

Any issues and concerns.

Work planned for the current month.

PRODUCTS

Not Used

EXECUTION

Project Management and Coordination 01 31 19 - 2

SECTION 01 32 10

CONSTRUCTION PROGRAM

GENERAL

MEASUREMENT AND PAYMENT

Cost:

Developing Baseline Schedule: Include in lump sum price offered in the Prices Schedule for Mobilization and Preparatory Work.

Updating and Using Construction Program: Include as part of Contractor’s overhead.

DEFINITIONS

Schedule: The Critical Path Method (CPM) of planning and scheduling a design and construction project where activities are arranged based on activity relationships and network calculations determine when activities can be performed and the critical path of the project.

Project Calendar(s): Cross reference of numerical workdays with calendar days. Project calendars serve as the basis for day/date conversion and assign workdays and non-workdays.

Resources: Equipment, labor or crews, materials, subcontractors, fabricators, manufacturers, and consultants.

REFERENCE STANDARDS

Associated General Contractors of America (AGC)

1. AGC Manual Construction Planning and Scheduling Manual, 2004

SUBMITTALS

Submit the following in accordance with Section 01 33 00 - Submittals.

Furnish database files in format compatible with Oracle Primavera P6 Professional Project Management.

Upon request, provide information and data used to develop and maintain the Construction Program to the CO.

RSN 01 32 10-1, Baseline Schedule:

Include:

Construction Program/Schedule database.

Definition of project calendars.

Gantt chart (Bar chart) for project on 11 by 17-inch print(s) and in portable document format (pdf).

Activity report including logic constraints consisting of predecessors, successors, and constraint dates.

Tabular listings of resources and resource limitations used to produce baseline schedule.

RSN 01 32 10-2, Updated Schedule Reports:

This submittal is required for a proper invoice for progress payments in accordance with the clauses at FAR 52.232-27 - Prompt Payment for Construction Contracts and invoice requirements.

Include:

Construction Program database with updated activity and milestone data.

Definition of project calendars if revised from baseline calendars.

Gantt chart for project on 11 by 17-inch print(s) and in portable document format (.pdf).

Narrative report specifically stating status of project.

If negative float exists, cite specific actions and conditions which caused the "behind schedule" condition and provide proposed course of action to complete the project within the specified delivery time.

List of Contractor-initiated changes to current schedule stating reason for action taken and unresolved issues relating to the Construction Program. Government reserves the right to reject Contractor‑initiated changes to current schedule which negatively impact Government action which was initiated on the basis of current schedule.

Discuss contract milestones and significant activities that were started, continued, or completed during the update period or scheduled during the next update period.

Submittal Register:

List submittals as listed in Table 01 33 00A.

Update Submittal Register monthly to include submittals and revised submittals. Register fields shall include RSN name and number, date submitted, date of response, status (e.g., approved, not approved, resubmittal required).

This register document is separate from scheduling database.

RSN 01 32 10-3, Time Impact Analysis:

Include:

Construction Program database with proposed revised activity and milestone data.

Proposed revised schedule due to change or delay. Highlight or list added, changed, or deleted activities.

Gantt chart for project on 11 by 17-inch print(s) and in portable document format (.pdf).

Narrative report explaining results and conclusions.

QUALIFICATIONS

Schedule Developer: Experienced in developing and maintaining CPM schedules and knowledgeable of activities and progress on-site to develop and maintain accurate and reliable schedules.

SCHEDULES

Develop, maintain, and use approved Construction Program to plan, monitor, report, and evaluate accomplishment of work.

Prepare design and construction schedules using Critical Path Method outlined in AGC Manual. Use a computer software program to perform mathematical analysis of scheduling data.

Prepare schedule based on required sequence and interdependence of activities. Logically sequence activities.

Prepare detailed activity network for accomplishing required work organized by Work Breakdown Structure (WBS). Utilize WBS in lieu of activity codes for organization of schedule. If activity codes are utilized in addition to WBS, use unique activity code names assigned as project codes rather than global codes.

Activities except “Award” shall have predecessor activities and activities except “Contract Complete” shall have successor activities.

Meet contract requirements; milestone(s) in accordance with the clause at FAR 52.211-10, Commencement, Prosecution, and Completion of Work; and relevant clauses and specification sections. Include interim milestone dates, Government interface dates, contract completion date, and other time or seasonal constraints specified in contract documents.

Include work of subcontractors, Government interfaces, and contract milestones.

Adjust Construction Program/schedule for seasonal weather conditions. Provide a narrative explaining the expected weather and plan for incorporation in schedule. Consider work influenced by high or low ambient temperatures or precipitation.

Adjust Construction Program/schedule for irrigation season as needed.

Include separate activities for submittal preparation and submittal reviews when submittal addresses work that involves significant quantities, long lead times, is on the critical path or near critical path, or as requested by the COR.

Include activities for Government reviews and approvals of submittals that are critical to the project completion.

Include separate activities for fabrication or manufacturing when work involves significant quantities, long lead times, is on the critical path or near critical path, or as requested by the COR Include contract title, contract number, and Contractor’s name on transmittal cover sheet and each sheet of Gantt chart.

For each activity on Gantt chart, display activity identification number, activity description, planned or original duration, start date, finish date, total float, and calendar identification. Do not display early start and late start fields.

Include table of abbreviations used in the schedule, listed and defined alphabetically.

Use durations in units of whole workdays.

Provide best estimate of time required to complete activity considering quantity of work, work conditions, location of work, and planned resources for activity.

Equate durations of Government reviews and other identified actions to maximum number of calendar days specified in their respective paragraphs.

Establish workday calendar(s) and use these in the schedule to translate activity's workday duration into calendar dates. Use unique calendar names; do not use software default calendar names. Save calendars as project calendars, not global calendars.

Baseline Schedule:

Represents Contractor’s as-planned approach to accomplishing the work. Do not include actual start dates, percent completes, or actual finish dates.

Updated Schedule:

Meet monthly with COR to review progress made to end date of progress payment period.

Establish dates that activities were started and completed and remaining duration for each activity started but not completed during the period.

Discuss and mutually agree upon changes to the schedule.

Finalize updated Construction Program database with mutually agreed upon changes.

Following receipt of executed contract modification, incorporate activity data stipulated in modification into current schedule for inclusion in next scheduled progress update. Provide appropriate logic relationships for revised activities.

Assign a unique project file name for each schedule update.

TIME IMPACT ANALYSIS

Provide time impact analysis for contract changes (e.g., change order or proposed modification) to support a claim or request for equitable adjustment to the contract due to delay or accelerated schedule.

The CO may use time impact analysis to determine if time extension or reduction to contract milestone dates is justified.

Time impact analysis is required for contract changes whether the Contractor’s current schedule milestone dates are the same as, earlier than, or later than, those required under the contract.

Changes, additions, or deletions to activities; activity durations; activity time frames; or activity predecessors and successors will not automatically determine that extension or reduction of contract time is warranted or due the Contractor.

Time extensions for performance will be considered only to the extent that the Contractor’s current scheduled milestone dates exceed contract milestone dates.

Float is not for exclusive use by or benefit of either the Government or the Contractor.

Perform time impact analyses using data in most recent approved schedule update prior to change or delay event.

Prepare proposed revised schedule and narrative description describing and highlighting changes or delays.

Prepare summary comparing results of two schedule analyses: One using current schedule data from last approved updated schedule prior to event requiring analysis, and one using proposed schedule data incorporating changes or delays.

Show contract milestones and activities whose periods of performance have shifted as result of change which affects production and/or manufacture schedules, material orders, construction seasons, and labor and/or equipment utilization.

For activities directly affected by change or delay, include the current and proposed items:

Activity description.

Activity duration.

Narrative containing rationale used in developing the proposed logic relationships and activity data.

Data date for impacted schedule used in comparison shall be the same as approved updated schedule data date.

Base schedule comparisons on status of work and available float at time the CO directs or proposes change to the work, or when a delay occurs as shown in approved updated schedule.

REVIEW AND EVALUATION

Baseline Schedule:

Within 21 calendar days after receipt of baseline schedule:

CO will approve or not approve proposed baseline schedule.

Upon request from the CO, meet with COR for a joint review of proposed baseline schedule.

If schedule is not approved, revise and resubmit within 7 calendar days following date of rejection letter.

Do not proceed with onsite work, except mobilization and surveying, until baseline schedule has been approved by the Government.

Updated schedules:

Submit updated Construction Program schedule monthly, prior to the submission of each invoice request for progress payment.

If updated schedule is not approved, revise and resubmit updated schedule within 7 calendar days following date of rejection letter.

Failure to include elements of the work in schedules will not release Contractor from completing required work under the contract.

Performance will be evaluated by the Government using approved CPM schedules.

FAILURE TO COMPLY

Failure to comply with requirements of this Section shall be grounds for determination by the CO that the Contractor is not prosecuting the work with sufficient diligence to ensure completion within specified time.

The CO may terminate the Contractor’s right to proceed with the work, or separable part of it, in accordance with default terms of this contract.]

PRODUCTS

Not Used

EXECUTION

Not Used

END OF SECTION

Lower San Acacia Reach Improvements Project Design-Build Statement of Objectives Solicitation No. XXXXXXXXXX

1.

Construction Program 01 32 10 - 10

SECTION 01 33 00

SUBMITTALS

GENERAL

MEASUREMENT AND PAYMENT

Cost:

Include in prices offered in the Price Schedule for other items of work.

REFERENCE STANDARDS

American Society of Mechanical Engineers (ASME)

1. ASME Y14.1-12 Decimal Inch Drawing Sheet Size and Format National Institute of Building Sciences (NIBS)

1. NIBS NCS-14 United States National CAD Standards, Version 6 Bureau of Reclamation (USBR)

1. IMH Information Management Handbook (IMH)

DEFINITIONS

Days: Calendar days.

Required Submittal Number (RSN): Identifies items to be submitted together as a complete submittal.

Submittal Types, as…