The Pennsylvania State College of Medicine Innovation … Instructions (via Addendum) 3/29/18...

The Pennsylvania State College of Medicine

Innovation Pavilion Hershey, PA

PSU Project Number: COM-3874

BMC Project Number: 180067

BID PACKAGE NO. 1A

Request for Proposal for Design-Assist Partners March 29, 2018

1.01– Mechanical – HVAC (Dry)

1.02 - Mechanical - HVAC (Wet)

1.03 - Mechanical – Plumbing

1.04 - Electrical Systems

Prospective Design Assist Partners, The purpose of this RFP is to seek proposals from qualified firms to join the team of Penn State University, Barton Malow, and HDR/FOSTER as Design Assist Partners on the Innovation Pavilion(IP) at Hershey, PA. The specific goals for selecting early Design-Assist Partners include:

• Create an experienced, high performing team that can deliver maximum value to Penn State.

• Assuring all costs are identified and financial consequences of changes are promptly understood and effectively managed.

• Receiving early and frequent information about project costs and construction issues.

• Improved ability to resolve the complex issues around the building/equipment interface.

• Enhanced coordination, BIM and use of prefabrication

• Improved overall project schedule through interaction of the different disciplines.

• Enhanced collaboration and avoidance of the adversarial aspects of the traditional contracting approach.

Barton Malow is looking to engage the best Design-Assist Partners to join the Project Team. Proposal responses should exhibit a collaborative, creative, flexible and energetic partner. Thank you for your participation in this process. We look forward to receiving your responses Sincerely,

BARTON MALOW COMPANY

Roger Stadler Preconstruction Director

Request for Proposal 00005-1 ISSUE DATE: 3/29/2018 SECTION 00005 – TABLE OF CONTENTS

REQUEST FOR PROPOSAL

TABLE OF CONTENTS

Section Section Title Date Issued

00010 Introduction and Instructions 3/29/18 00021 Proposal Terms & Conditions 3/29/18 00023 00023.1 00023.2

Request for Proposal Requirements Request for iGMP Proposal Requirements (via Addendum) Interview Instructions (via Addendum)

3/29/18 3/29/18 3/29/18

00025 Scope of Services 3/29/18 00230 Schedule and Phasing 3/29/18 00400 Proposal Form 3/29/18

OTHER DOCUMENTS ISSUED AS PART OF THE RFP

See Section 00010 Information and Identities for Box site Instructions. All documents are on the Box site, except

for the University’s Standards & Project Procedures

Exhibit 1 Barton Malow Subcontract (S-Order), with Terms and Conditions 5/9/11

Exhibit 2 Sample Construction Management Agreement (1/2017), with General Conditions (7/2017), between The University and CM-GMP – Revisions are in progress. The purpose of sharing this information is to familiarize the Design-Assist Bidders with the draft Prime Agreement.

Exhibit 3 Bid Package Project Manual Example - The purpose of sharing this information is to familiarize the Design-Assist Bidders with the Barton Malow Project Manual and typical front end specifications, which will be modified to this project and become part of the Contract Documents. (via Addendum for Stage 2)

Exhibit 4 The Pennsylvania State University Design Standards & Project Procedures http://www.opp.psu.edu/ - Click link to Design and Construction Standards or direct to them at:

https://wikispaces.psu.edu/display/OPPDCS/Design+and+Construction+Standards

Note that the Hershey campus has some of its own unique standards.

Exhibit 5 Representative Sample BIM Execution Plan, CEBME Building 5/13/16

Exhibit 6 Relevant Project Experience Matrix Template (Excel file)

Exhibit 7 BMC Safety Plan 2/1/18

Exhibit 8 Pre-Proposal Conference Minutes (via Addendum)

Exhibit 9 iGMP Proposal Template (Excel file) (via Addendum for Stage 2)

Exhibit 10 Preliminary Scopes of Work for trade categories (via Addendum for Stage 2)

Exhibit 11 Preliminary Site Logistics Plan (via Addendum for Stage 2)

Exhibit 12 Prevailing Wage Determination (via Addendum for Stage 2)

Exhibit 13 Labor Rate Form (via Addendum for Stage 2)

Exhibit 14 DBE Utilization Form (via Addendum for Stage 2)

Exhibit 15 HDR/FOSTER Design Progress Documents (via Addendum)

Barton Malow Penn State College of Medicine Innovation Pavilion

REQUEST FOR PROPOSAL 00010-1 ISSUE DATE: 3/29/2018 SECTION 00010 – INTRODUCTION AND INSTRUCTIONS

SECTION 00010

INTRODUCTION AND INSTRUCTIONS

A. DESCRIPTION OF THE PROJECT

Barton Malow Company (BMC) is acting as Construction Manager at Risk for the new Innovation Pavilion (IP) which will be occupied by the Pennsylvania State University, College of Medicine. The new building will be an approximately 290,000 gsf, 4 story building plus basement and penthouse and including wet/dry labs, vivarium, simulation labs, classrooms, conference and office space. The building shall occupy the southwest end of the current College of Medicine ‘Crescent’. The total construction budget for the project is approximately $250M.

B. OVERVIEW OF RFP The purpose of this RFP is to seek proposals from qualified firms to join the team of Penn State University, Barton Malow, and HDR/FOSTER as Design Assist Partners (DAP) on the IP Building. This RFP is divided into three Stages and the evaluations of each submission will be considered, in total, to make a Best Value selection, as determined by Barton Malow and the selection committee. The RFP response requirements are outlined in Section 00023 and summarized as follows:

1. Technical Proposal: Firm qualifications and experience are required as described in Section 00023. Also, your firm must complete BMC’s standard electronic prequalification process with our corporate office. Two to three shortlisted firms will provide an iGMP proposal based on provided documents.

2. Price Proposal: Shortlisted firms will be required to submit additional information to the Owner and Barton Malow, including Fee and general conditions (GC) proposals, and an “Initial Guaranteed Maximum Price” Estimate (iGMP). This proposal will later become the basis for a Target Value Design amount and potential GMP construction agreement.

3. Interviews: Shortlisted firms will meet with the selection committee to review their qualifications,

approach, scope and iGMP. Visits to the Contractors facilities may be scheduled. This step may be waived/deleted at Barton Malow’s sole discretion.

4. Barton Malow will provide a “best value” recommendation to the Owner for the selection of the Design Assist Partner based on the responses to all stages of the RFP.

The initial scope of services will be for the preconstruction phase. It is anticipated the Design Assist Partner will ultimately provide the full scope of Construction services through closeout of the project. Continuation of service through the construction phase will be dependent on the DAP fulfilling the intent of this RFP during the preconstruction phase and the final approval of project funding by the Owner which is anticipated but not guaranteed. PREBID CONFERENCE: A non-mandatory Prebid Conference will be held at the location noted below on April 5 at 10:00 AM to review the requirements of the RFP and answer questions. Potential Design Assist Partners are encouraged to attend to meet the current project team. Penn State/Hershey Medical Center University Fitness and Conference Center Room 302 Hershey, PA



C. QUESTIONS AND CORRESPONDANCE Any questions regarding this Document or any of the Bidding or Contract Requirements should be directed to the following contact at Barton Malow. Direct contact to the University or Architect is not allowed. If bidders contact Barton Malow via phone, they will be asked to submit their inquiry via email so that it can be properly tracked, answered, and distributed to all bidders.

Roger Stadler 300 West Pratt Street, Suite 310 Baltimore, MD 21201 Cell: 602-769-6954 [email protected]

D. SUBMISSION DATES:

The RFP response due dates are as follows: (All 2018) (Release Mar 29) April 5 Pre-bid Conference April 19 Technical proposal submission due by 3:00 PM EST April 27* BMC will notify shortlisted firms advancing to the iGMP stage May 22* iGMP price proposals due by 3:00 PM EST TBD Interviews (time, location, and dates to be confirmed via later Addendum) * BM and the Selection Committee may request a visit to an active project or projects to observe the proposed team in action. If so, these dates may change.

E. RFP DOCUMENTS: Use the link below to access the bid documents. Contact Roger Stadler at [email protected] or (602)769-6954 for password. https://bartonmalow.box.com/v/PSCOMIP-BP1A-DA-MEP

F. SUBMISSION INSTRUCTIONS: See Section 00023 Request for Proposal Requirements for submission instructions.

G. TRADE CATEGORIES SOLICITED: See Section 00025 Scope of Services for further definition of the intended scope of each category.

1.01 – Mechanical – HVAC (Dry)

1.02 - Mechanical - HVAC (Wet)

1.03 - Mechanical – Plumbing

1.04 - Electrical Systems (may exclude low voltage systems)



H. SELECTION CRITERIA: A Selection Committee will be formed consisting of representatives from the project team. The committee will privately review and evaluate the strength of each response to the Request for Proposal. Each of the following items will be evaluated and a best value selection will be made.

a. Proposal Responsiveness b. Company and Team Qualifications c. Project and Technical Expertise d. Proposed Staff/Team e. Project Approach f. Unique Contributions g. Pricing Proposal h. Interview Performance

I. CONFIDENTIALITY: News releases pertaining this project shall not be made without the prior written approval of Barton Malow. The contents of this RFP and associated correspondence are to remain confidential and as such are not to be made public.

End of Section


REQUEST FOR PROPOSAL 00021-1 ISSUE DATE: 3/29/2018 SECTION 00021 – PROPOSAL TERMS AND CONDITIONS

SECTION 00021

PROPOSAL TERMS & CONDITIONS

PART 1 – DEFINITIONS 1.01 Capitalized terms used in this RFP shall have the meanings set forth below. If a capitalized term is

used herein but not defined in this Section, 00200, Part 1, it shall have the meaning set forth in other applicable Contract Documents (such as the Agreement or Conditions of the Contract).

1.02 “Addenda” means the written and graphic instruments issued by the Architect and/or Barton Malow

prior to the execution of the Agreement that modify or interpret the Proposal Documents by additions, deletions, clarifications, or corrections.

1.03 “Agreement” means the Owner/Barton Malow contract, including all other documents incorporated by

reference in the Agreement. 1.04 A “Design-Assist Partner” (DAP) is a person or legal entity that submits a Proposal in conformance

with the Documents.

1.05 “Day” means calendar day, unless otherwise defined in the particular Contract Document.

1.06 “Final GMP” is the Guaranteed Maximum Price determined at conclusion (issuance of interior fit-up

package) of the design phase of the project.

1.07 “Project” is the Innovation Pavilion.

1.08 “Proposal” is a complete and properly signed proposal to do the Work of an individual Proposal

Category for the sums stipulated therein, and per the Qualifications Proposal, submitted in accordance with the Proposal Documents.

1.09 “Proposal Cost” is the sum stated in the Proposal for which the Design-Assist Partner offers to perform the Work described in the Proposal Documents as the base, to which Work may be added to or deducted from for sums stated in Alternates / Value Engineering.

1.10 “Proposal Documents” means the Proposal Requirements, the Design Documents, and the Resource

Drawings collectively. 1.11 “Proposal Requirements” include the Request for Proposal, RFP Invitation, Instructions to Design-

Assist Partners, Information Available to Design-Assist Partners, and Proposal forms and supplements.

1.12 “Unit Price” is an amount stated in the Proposal as a price per unit of measurement for materials or services as described in the Proposal Documents or in the proposed Contract Documents.

PART 2 – DESIGN-ASSIST PARTNER’S REPRESENTATIONS 2.01 QUALIFICATION OF DESIGN-ASSIST PARTNER

A. Barton Malow requires all Proposing Firms to complete Barton Malow’s Pre-qualification process. Barton Malow may, at their sole discretion, accept or reject Design-Assist Partner as qualified.

B. Proposals received from Design-Assist Partners that have not completed Barton Malow’s Pre-

qualification process completely may not be considered.



C. The right to waive any informalities or irregularities in qualification materials is reserved by Barton Malow.

2.02 DESIGN-ASSIST PARTNER BY MAKING ITS PROPOSAL REPRESENTS THAT:

A. It has carefully read, reviewed and understands the Proposal Documents and its Proposal is made in accordance therewith.

B. It acknowledges and accepts that any costs incurred from the its participation in this RPQ/RFP shall

be at its sole risk and responsibility.

C. Its Proposal is based upon the materials, systems and equipment required by the Documents without

exception.

D. Barton Malow may enroll them in a Subcontractor Default Insurance program if they qualify in lieu of requesting Performance and Payment Bonds.

E. Barton Malow may implement a CCIP program on the project.

F. Barton Malow reserves the right to approve all assigned personnel and can require the Design-Assist

Partner to replace members of the project team as Barton Malow deems necessary.

G. Nothing contained herein will create any contractual relationship between Barton Malow and the

submitter. However, statements contained in the response of the successful DAP will become part of the contract for services.

H. Information received from each Design-Assist Partner, including value engineering and

constructability responses, is considered the property of Barton Malow. All information provided by the Design-Assist Partner will be kept confidential during the proposal time period unless noted otherwise in this RFP.

I. The Design-Assist Partner, if awarded the Agreement, agrees to proceed under the method known as

phased construction whereby construction commences prior to completion of all working drawings for subsequent Work.

J. The project will have liquidated damages stipulations.

K. It is agreed and understood the Owner/Barton Malow may purchase major equipment. The DAP

shall review shop drawings, installation drawings and attend all equipment coordination meetings. As defined in the Scope of Work or via Change Order, the DAP is responsible for offloading and handling the equipment upon arrival at the site, installation of the equipment and coordinating the start-up and commissioning, and storage of equipment. Equipment shall be stored in an insured, bonded storage facility. DAP shall provide dedicated staff and tradesmen to complete tasks in a timely manner. If not completed expeditiously, Barton Malow may reassign the work at the DAP's expense

L. This project is subject to available tax exemptions allowed by State of Pennsylvania law including Act 45. This project is subject to state Sales Tax and/or Use Tax.

M. This project is subject to the Pennsylvania Prevailing Wage Act, Act No. 442, August 15, 1961 (P.L.

987), as amended August 9, 1963, Act No. 342. All Contractors and Subcontractors shall comply with all requirements of this Act.



N. This project is subject to the provisions of the Steel Products Procurement Act of 1978 (P.L. 6, No. 3) as amended by the Act of July 9, 1984 (P.L. 674, No. 144). All Contractors, Subcontractors, and Material Suppliers shall be required to comply with all provisions of this Act.

O. The awarded Contractor will be required to confirm through the execution of the contract that all

employees (including the employees of any subconsultants/subcontractors) assigned to this project and who conduct their work on Penn State premises have had background checks that meet or exceed the University’s standards for the type of work being performed per the background check process for third-party employees outlined in PSU Policy HR99 Background Check Process (http://guru.psu.edu/policies/OHR/hr99.html).

P. The Awarded Contractor, as a pre-condition of award, will be required to comply with the

Commonwealth of PA enacted Act 127 of 2012, requiring all public works contractors and subcontractors to utilize the Federal Government’s E-Verify system, operated by the United States Department of Homeland Security, to ensure that all employees of firms performing work on public work projects are authorized to work in the United States. Refer to the following web-link: http://www.portal.state.pa.us/portal/server.pt/community/construction_and_public_works/1235/public_works_employment_verification/1357211

Q. DBE participation shall be required at a minimum of 20% inclusion The University recognizes DBE

contractor and supplier certifications granted to firms by any of the agencies listed on the DBE Utilization Form.

PART 3 – PROPOSAL DOCUMENTS 3.01 COPIES

A. Design-Assist Partner will receive Proposal Documents in electronic form from Barton Malow. B. Copies of the Proposal Documents are being made available on the above terms for the purposes of

obtaining Proposals for the Work only. Design-Assist Partners shall not use the Proposal Documents for any other purpose. Neither the Owner, Barton Malow nor the Architect warrants the completeness and/or adequacy of the Proposal Documents.

3.02 INTERPRETATION OR CORRECTION OF PROPOSAL DOCUMENTS

A. Design-Assist Partners requesting clarification or interpretation of the Proposal Documents shall make a written request, which shall reach Barton Malow at least five (5) days prior to the date for receipt of the Proposals.

B. Any interpretation, correction, or change of the Proposal Documents will be made by Clarification.

Interpretations, corrections, or changes of the Proposal Documents made in any other manner will not be binding, and Design-Assist Partner shall not rely upon such interpretations, corrections and changes. Clarifications will be emailed or mailed to all Design-Assist Partners.

3.03 CLARIFICATIONS

A. Clarifications will be emailed to all who are known by Barton Malow to have a complete set of Proposal Documents.

3.04 NO DISCRIMINATION

A. All Design-Assist Partners shall ensure that employees and applicants for employment are not discriminated against because of their race, color, religion, sex, national origin, age, marital status,



sexual orientation, or disability and in conformance with local, state and federal laws, regulations and ordinances.

B. In regard to any Agreement entered into pursuant to this Request for Proposal, minority and women

owned business enterprises will be afforded full opportunity to submit and will not be discriminated against on the grounds of race, color, religion, sex, national origin, age, marital status, sexual orientation, disability or any other status protected by applicable law.

PART 4 - PROPOSAL PROCEDURE 4.01 FORM AND STYLE OF PROPOSALS

A. Proposals shall be submitted using the Proposal Forms included in Section 00400 with the Request for Proposal.

B. All blanks on the Proposal Forms shall be filled in.

C. Where so indicated by the makeup of the Proposal Form, sums shall be expressed in both words and

figures, and in case of discrepancy between the two, the amount written in words shall govern.

D. All interlinear marks, alterations or erasures shall be initialed by the signer of the Proposal.

E. All requested Attachments must be submitted.

F. Each copy of the Proposal shall include the legal name of the Design-Assist Partner and shall be signed by the person or persons legally authorized to bind the Design-Assist Partner to a contract of the size and scope of the Agreement.

G. Each Proposal received shall be in strict conformity with all the requirements of the Proposal

Documents. 4.02 SUBMISSION OF PROPOSALS

A. Proposal and any other documents required to be submitted with the Proposal shall be as instructed. B. Proposals shall be received prior to the time and date for receipt of the Proposals indicated in the

Request for Proposal, or any extension thereof made by Clarification. Proposals received after the

date and time for receipt of proposals may not be accepted.

C. The Design-Assist Partner shall assume full responsibility for timely delivery of Proposals. 4.03 MODIFICATION OR WITHDRAWAL OF PROPOSAL

A. A Proposal may not be modified, withdrawn or canceled after the stipulated time period and date designated for the receipt of Proposals, and each Design-Assist Partner so agrees in submitting its Proposal.

B. Prior to the time and date designated for receipt of the Proposals, any Proposal submitted may be modified or withdrawn by notice to the party receiving Proposals at the place designated for their receipt. Such notice shall be in writing under the signature of the Design-Assist Partner.

C. Withdrawn Proposals may be resubmitted up to the time designated for the receipt of proposals

provided that they are then fully in conformance with the Proposal Documents. PART 5 - CONSIDERATION OF PROPOSALS



5.01 OPENING OF PROPOSALS

A. The properly identified Proposals received on time will be opened privately. B. Proposals shall be held open and irrevocable for one hundred twenty (120) days after the date of

receipt. 5.02 REJECTION OF PROPOSALS

A. The Owner and Barton Malow will have the right to reject any or all Proposals and to reject a Proposal not accompanied by other information required by the Proposal Documents, or to reject a Proposal which is in any way incomplete or irregular.

B. Proposals are considered irregular and may be rejected for any of the following reasons unless

otherwise provided by law:

1. If Proposal Format is not followed 2. If information requested is not provided including a detailed estimate of work in the format

requested 3. If conditions of award exist within Proposal that cannot be reasonably obtained or met

5.03 ACCEPTANCE OF PROPOSAL

A. It is the intent of the Owner and Barton Malow to award the Agreement to the Most Responsive Proposing Design-Assist Partner provided the Proposal has been submitted in accordance with the requirements of the Proposal Documents. Barton Malow shall have the right to waive any informality or irregularity in any Proposal received and to accept Proposals which, in its judgment, are in its own best interest. Barton Malow reserve the right to accept or reject any Proposal in its sole discretion except where otherwise provided by law.

B. To the extent that these Instructions to the Proposal and applicable public bidding laws, rules,

regulations or ordinances conflict with each other, the provisions of the applicable bidding laws, rules, regulations or ordinances shall govern.

PART 6 - POST PROPOSAL INFORMATION 6.01 POST PROPOSAL INFORMATION

A. If requested, the proposing Design-Assist Partner shall submit additional qualifications or other information as requested after conclusion of the process outlined in this RFP.

B. The Design-Assist Partner will be required to establish to the satisfaction of Barton Malow, the

Owner and Design Team, the reliability and responsibility of the Subordinate Parties proposed to furnish and perform the Work described in the Request for Proposal.

PART 7 – CONTRACT AWARD 7.01 SUBCONTRACT ORDER

A. The Design Assist Partner agrees to enter into an agreement with the Barton Malow utilizing the Barton Malow Subcontract Order included in this RFP. No verbal agreements are binding. The Subcontract Order for any work other than Pre Construction Services will not be issued prior to a fully executed Contract Agreement between the Owner and Barton Malow, and receipt of the Owner’s concurrence with the proposed award. The Design Assist Partner agrees to execute and return the Subcontract Order within two (2) weeks of receipt, including all insurance, Attachments and bonds as set forth by the Contract Documents. If the Subcontract Order is not returned within



two (2) weeks of receipt by the Design Assist Partner, Barton Malow may rescind it at no penalty to Barton Malow or the Owner.

B. No progress payment shall be made to Subcontractor prior to receipt of a fully executed Subcontract Order and all associated documents, insurance certificates and the like.

C. Barton Malow reserves the right to terminate the agreement at any point during the preconstruction

phase should the DA Partner, in Barton Malow’s sole opinion, be non-responsive to the project team or the terms of the Preconstruction Subcontract Order.

END OF SECTION


REQUEST FOR PROPOSAL 00023-1 ISSUE DATE: 3/29/2018 SECTION 00023 – REQUEST FOR PROPOSAL REQUIREMENTS

SECTION 00023

REQUEST FOR PROPOSAL REQUIREMENTS

Stage 1: Prequalification/Technical Proposal

1.1 PREQUALIFICATION

All Proposing Firms are required to complete Barton Malow’s on-line Pre-Qualification Form, http://contractors.bartonmalow.com, prior to submission date for the proposal. Proposals submitted without a fully complete Pre-Qualification Form may not be considered.

1.2 TECHNICAL PROPOSAL

Prepare a professionally written response to the items below and attach to the Section 00400 Proposal Form. Filenames/Revisions: Start the filename of each file with your firm name abbreviation. In the event you need to submit a revision, submit as the same filename but with ‘Rev#’ at the end. To submit: Paste the link below into your web browser, load the page, drag and drop your files into the window. File size for this option is not limited by your email system. You will see a confirmation screen that the files have been uploaded, but you will not receive a confirmation email. https://bartonmalow.app.box.com/upload-widget/preview?folderID=47810221903&title=Submit%20File%20to%20PSCOM%20IP%20BP1A%20DA%20MEP&instructions=Start%20the%20filename%20of%20each%20file%20with%20your%20firm%20name%20abbreviation.%20In%20the%20event%20you%20need%20to%20submit%20a%20revision%2C%20submit%20as%20the%20same%20filename%20but%20with%20%E2%80%98Rev%23%E2%80%99%20at%20the%20end.&isDescriptionFieldShown=0&isEmailRequired=1&width=385&height=420&token=4epgoif39ikjj1ea1wzab6xjk4caa2zi Alternate Submission Option:

Email proposal file(s) to the following address only: [email protected]

Only the file(s) attached to the email will be uploaded – not the email itself or the text of the email. If the link does not activate by clicking on it, right click, select ‘open hyperlink’. You may need to select your email software icon. The file size limit is set by your firm’s email system. If you encounter and issue, break the file into smaller parts and send multiple emails (note # of # in the filenames). You should receive a confirmation of receipt email from Box. DO NOT click on the ‘View File’ button in the confirmation email. This may result in your proposal being disqualified. If you do, send an email immediately to [email protected]. Proposals shall respond to the following criteria and shall be arranged in numerical order to match this Section of the RFP: Submission shall not exceed the page count limitation (8.5x11”, single sided, 11-font min) noted.

1.2.1. EXECUTIVE SUMMARY: Provide a summary of your firm, the firm’s key qualifications and why

you should be selected for this project. Include primary contact name and information and category you’re proposing for. (One page maximum.)

1.2.2. KEY PERSONNEL: Provide an organizational chart and resumes for all key proposed team

members for both preconstruction and construction. At a minimum, provide resumes for the Project



Executive, Project Manager, Lead Superintendent, Preconstruction Lead, Lead Estimator, and BIM/Technology Manager including their education, relevant training, years of experience in industry, with the firm, and in current role.

Each resume should include detailed information on their 3 most recent relevant projects including Owner, project name and type (if not obvious by the name), role performed (if other than proposed), size, subcontract value, construction start/finish, duration the individual was on the project, any unique, relevant aspects, and references including name, title and contact information from Owner, Architect, and Construction Manager for the 3 most recent reference projects (references should be those involved in the day-to-day operations of project, ie the Project Manager).

Identify those personnel that will be involved in preconstruction, construction or both durations. Include a utilization matrix for key personnel showing when they will be allocated to the project and whether they will be full or part time. The contract will stipulate personnel substitutions are limited to those beyond the Design-Assist Partner’s control and not out of convenience. (Organization chart, individual resumes, and utilization matrix to be a maximum of 1 page each.)

1.2.3. RELEVANT PROJECT EXPERIENCE: Provide up to five examples of similar projects in the past

seven years. Briefly describe similar processes/procedures/attributes such as Design Assist or IPD, Lean Construction practices implemented, BIM, or prefabrication that support responses to other requests of this RFP. Emphasis will be given to projects that are similar in scope and size to the IP Project - ie. Laboratory/healthcare, vivarium, campus setting, intensive BIM coordination, and expected contract value – and involvement of proposed team members. (Maximum 1 page per project in addition to completing the required Exhibit 6 - Relevant Project Experience Matrix. Information provided on the matrix does not need to be repeated in project bios or Key Personnel resumes. Use space on bios to highlight the unique challenges/approaches/solutions on the project.)

1.2.4. ADDITIONAL QUESTIONS/REQUESTS: Provide responses to the following questions/requests.

Brief/Bullet style responses are acceptable and preferred where possible. (maximum 20 pages)

a. How will your firm ensure a truly collaborative Project Team environment and describe the

integrated processes you plan to employ on this project?

b. What are the primary risks/challenges you see for this project and describe your approach as a Design Assist Partner to ensure we arrive at the solution that provides the maximum value. This question is not concerned solely with cost.

i. Mechanical/Electrical – In addition to others you see, address challenges and lessons learned specific to the vivarium and wet labs. What system solutions would you recommend for this project. Any you would recommend we avoid?

c. Demonstrate your ability to provide cost certainty from early design through construction and address each of the following specifically.

i. Demonstrate your approach to reviewing Owner design standards in conjunction with AE documents and ensuring accuracy of early cost estimates.

ii. Demonstrate how you ‘fill the holes’ in preparing your estimate to ensure the price reflects the intent of the documents.

iii. Demonstrate experience with Target Value Delivery/continuous estimating and approach to ensuring the project is delivered within the TVD.

d. BIM/Virtual Construction i. Provide a narrative of your BIM capabilities/ability to meet the requirements of the BIM

execution plan including in-house/out-sourced technicians, workflow (from design to coordination through fabrication), design integration methods (how you recommend/will work in the model with the designers during preconstruction), software utilized and industry standards followed.



ii. Provide the typical durations that you would need to complete the steps in your outlined workflow to complete a typical area for a job of this magnitude and complexity.

e. Provide examples of how you worked collaboratively to develop and maintain accurate schedules including recovery plans, if and when necessary. Include at least one example where your work was behind schedule and how you addressed recovery with the team. Comment on any key drivers, decisions, steps, or milestones critical to maintaining the overall schedule for this project.

f. Provide an overview of the anticipated project manpower for both shop and field. How will you ensure that manpower is available when needed? Provide your firms current manpower capacity and average manpower employed/year for the previous three years.

g. Explain your philosophy and approach to pre-fabrication/unitization including detail on capabilities, facilities, outsourcing to prefab manufacturers (for major elements ie Penthouse/CUP) and examples from past projects. Demonstrate how these capabilities translated to schedule performance and certainty. Demonstrate how you coordinated with labor jurisdiction requirements to maximize prefabrication.

h. What major categories of the work will you subcontract and provide a list of your three most likely firms for each category. Note if you intend to or would request limiting options to the provided list of subcontractors/vendors.

i. MEP Categories: Provide a list of your preferred vendors/manufacturers for major and high quantity equipment (ie air valves, VAV boxes).

ii. Category 1.06 Curtainwall/Metal Panels: Identify the manufacturer(s) and fabricator(s) that you are considering for the project.

i. Describe your firm’s approach to DBE participation to achieve a minimum of 20% inclusion.

j. Describe your firm’s safety program relative to this project, understanding the project’s goal of zero lost time incidents. Demonstrate your experience with Prevention through Design.

k. Describe your firm’s quality control/assurance program and approach to this project including constructability reviews during preconstruction.

l. Highlight any unique qualities, innovations, practices and/or techniques that make your firm particularly suited for this project.

m. Categories 1.01-1.03 only: In your opinion, how should the mechanical work be packaged and why – wet, dry, plumbing - together or separate, by major building area, Core/Shell-Fit-up, or other? If you feel strongly about how it should not be packaged, detail and explain why. Based on responses, Barton Malow may modify the work Categories as part of the ‘best value’ selection.

n. Category 1.05 Steel Only: Note your indtent/ability to meet the criteria of the LEED-NC 2009 Materials and Resources Credit 5 Regional Materials in which materials/products must be extracted, harvested, or recovered, as well as manufactured within 500 miles of the project site.

1.2.5.CONTRACT REVIEW: Provide comments on the Barton Malow S-Order. This shall be the only opportunity to submit proposed/desired amendments. Comments received after submission of the Stage 1 Technical Proposal shall not be considered.

1.2.6. Appendix: Provide examples of your firms work products that further demonstrate your qualifications and support your response to the RFP. 30 pages maximum



Stage 2: Initial GMP Estimate (iGMP) Propsal

SHORT LIST FIRMS ONLY

Shortlisted firms will be invited to submit an initial Guaranteed Maximum Price proposal for which the requirements and conditions of this RFP shall apply. Price proposal forms and additional instructions will be provided via Addendum to the shortlisted firms. This estimate and the terms set forth below shall become the basis for a Target Value Design amount and potential future GMP construction agreement.

2.1 INITIAL GMP ESTIMATE OVERVIEW

2.3.1. Provide an open book detailed estimate broken down into systems and itemizing the total cost of the project. This iGMP forms the basis for the Final GMP and shall include all requirements of the RFP. Costs shall include the necessary preconstruction and construction planning, management, labor, and materials to anticipate, furnish and install a complete and operable systems filling in all gaps to meet the intent of the documents and that reasonably inferable therefrom. Costs shall include all labor, equipment, and materials to complete the Scope of Work.

2.3.2. The Design Assist contractor is responsible to maintain the initial GMP and the eventual final GMP in all aspects. Through the involvement in the design process, the DA Partner shall provide budget updates to the Project Team identifying major scope / cost impacts encountered as a result of design development. The final GMP should be a combination of the initial GMP and major scope revisions identified by the DA Partner and accepted by the Project Team.

2.3.3. The iGMP shall include the total “Cost of the Work” which shall include Preconstruction Fee, Subcontractor’s Contingency and Allowances (if any), Direct Cost of Work, and Construction Fee.

2.2 PRECONSTRUCTION FEE

2.2.1. The budgeting and constructability phase of preconstruction is anticipated to run through the date indicated in Section 00230 Schedule and Phasing after which time all operational individuals will cease charging the preconstruction budget, and transition to construction general conditions. Those individuals involved in the production of design documents will continue to charge the preconstruction budget until all construction documents have been completed, at which point they will transition to construction general conditions.

2.2.2. This fee shall be a lump sum amount inclusive of all costs including labor, general conditions, materials and other incidental costs during the preconstruction period.

2.3 DIRECT COST OF WORK

2.3.1. Direct Cost of Work: Those reasonable and actual expenditures necessarily incurred by the DAP in the proper performance of the Work, without markup. Such costs shall be at rates not higher than those customarily paid at the place of the Project, except with prior written consent of Barton Malow. The Direct Cost of Work shall include only the items set forth below:

a. Wages paid for labor in the direct employ of the DAP in the performance of the Work under applicable collective bargaining agreements, or under a salary or wage schedule agreed upon by the Owner and Barton Malow.

b. Salaries of the DAP’s employees when stationed only at the field office except as agreed in 2.3.1.a.

c. Costs of all employee benefits and taxes for such items as unemployment compensation and social security, insofar as such cost is based on wages, salaries, or other remuneration paid to employees



of the DAP and included in the Direct Cost of the Work under the Subparagraphs 2.3.1.a and 2.3.1.b.

d. Reasonable transportation, traveling and hotel expenses of the DAP or of its employees (employees that qualify as Direct Cost of Work) incurred in discharge of duties connected with the Project, all of which must be pre-approved in writing by Barton Malow.

e. Cost of all materials, supplies and equipment incorporated in the Project, including costs of transportation and storage thereof.

f. Payment made by the DAP to its Subcontractors for their Work performed pursuant to trade contracts for this Project.

g. Costs, including transportation and maintenance, of all materials, supplies, equipment, temporary facilities and hand tools not owned by the workmen, which are employed or consumed in the performance of the Work, and cost less salvage value on such items used but not consumed which remain the property of the DAP.

h. Rental charges of all necessary machinery and equipment, exclusive of hand tools, used at the site of the Project, whether rented from the DAP or other, including installation, repairs and replacements, dismantling, removal, costs of lubrication, transportation and delivery costs thereof, at rental charges consistent with those prevalent in the area.

i. Cost of the premiums for all insurance which the DAP is required to procure by this Project or is deemed necessary by Barton Malow.

j. Sales, use, gross receipts or similar taxes related to the Project imposed by any governmental authority, and for which the DAP is liable.

k. Fees and assessments for any permits, licenses, testing laboratories and inspections for which the DAP is required by the Subcontract to pay (except those costs which arise as a result of the DAP’s failure to proceed in accordance with the Standard of Care applicable to the Subcontract or nonconforming Work).

l. Minor expenses such as telegrams, long-distance telephone service at the site, express mail, and similar petty cash items in connection with the Project.

m. Cost of removal and disposal of all debris.

n. Cost incurred due to an emergency affecting the safety of persons and property.

o. Cost of Performance and Payment Bonds required.

p. All trade discounts, rebates and refunds, and all returns from sale of surplus materials and equipment, shall accrue to the Barton Malow and the Owner, and the DAP shall make provisions so that they can be secured.

2.3.2. General Conditions:

a. General Conditions shall be a separately itemized/tracked part of the Direct Cost of Work and shall be a Not To Exceed amount for the items set forth below.

b. All jobsite labor involved in the management and supervision of the work and main office labor involved in job specific activities that are directly attributable and measurable to the work being performed



i. Shall include all equipment, benefits, and all forms of supplementary compensation such as, but not limited to, vehicle, vehicle allowance, fuel, parking, subsistence, perdiem, traveling and moving expenses, cell phones, computers, tablets, and other management tools/devices.

ii. Shall not include executives, directors, operations managers or other ‘business unit’ oversight positions, which shall be included in the Preconstruction and/or Construction Fee, except as mutually agreed to by Barton Malow and DAP and defined in the Final GMP.

iii. Shall not include working foremen. iv. These items will be compensated at an hourly billing rate or other method as mutually

agreed to by Barton Malow and DAP and defined in the Final GMP.

c. Project specific insurances and bonds exclusive of those attributable to non-supervisory labor (ie Workman’s Compensation).

d. Project site office supplies, document reproductions, data services, technology costs, and other as defined on proposal forms. These items will be reimbursed by documentation of direct invoice.

2.4 CONSTRUCTION FEE

2.4.1. Construction Fee shall be compensation for its services of the performance of the Subcontract as a Construction Fee as set forth herein.

2.4.2. The Construction Fee shall be calculated by multiplying the Direct Cost of Work by the Construction Fee percentage.

2.4.3. The DAP shall receive the same percentage Construction Fee on any increase to the GMP and return the same percentage Construction Fee on any decrease to the GMP.

2.4.4. This Construction Fee shall be paid monthly, in the same proportion that each monthly payment for the Direct Cost of Work bears to the total Direct Cost of the Work. Any remaining balance of this fee shall be paid at the time of final payment.

2.4.5. Fee Inclusions: Included in the Construction Fee are the following:

a. All costs not allowable as Direct Cost of Work

b. Salaries or other compensation of the DAP’s employees at the principal office and branch offices, except compensation of employees for services included in the Direct Cost of Work.

c. General operating expenses of the DAP’s principal and branch offices other than the field office.

d. Fabrication, shipping and shop expenses/costs not solely attributable to this specific project, i.e. lights, rent, overhead, etc.

e. Any part of the DAP's capital expenses, including interest on the DAP's capital employed for the Project.

f. Overhead, general expenses of any kind, except as may be expressly included in Direct Cost of Work, and profit.

g. Costs of the Work in excess of the Guaranteed Maximum Price which are not paid by a GMP Change Order.



h. Costs due to the negligence of the DAP, or due to the failure of the DAP to fulfill responsibility to Barton Malow or Owner as set forth in the RFP/Subcontract.

i. Losses and expenses sustained by the Subcontractor, or any party for whom it is responsible, if such losses or expenses arise out of the infidelity or dishonesty on the part of one of their employees.

j. Warranty reserves except for specific manufacturers’ warranties called for in the Contract Documents.

k. Services performed in evaluation of changes to the Work.

2.5 SUBCONTRACTOR’S CONTINGENCY AND ALLOWANCES

2.5.1. Subcontractor’s Contingency

a. The Subcontractor’s Contingency represents a single sum of money included in the GMP for the Design Assist Partners use to cover costs which are properly reimbursable as Direct Cost of Work but not the basis for a Change Order and which did not result from or arise out of or in connection with a breach by the DAP of the standard of care required in the Prime Agreement. Barton Malow acknowledges that the estimating process is not exact and the Subcontractor’s Contingency is intended to cover inaccuracies in the quantities and prices in the estimate, and unanticipated items which may not have been taken into account in the establishment of the GMP, including, but not limited to, (a) unfavorable bidding from trade contractors due to market conditions, price increases, lack of competition and other variables; (b) default by the Design Assist Partner’s subcontractors or suppliers; (c) costs of corrective work not provided for elsewhere; (d) labor disputes; and (e) other conditions which result in an increase in the Direct Cost of Work, without increasing the GMP.

b. The Subcontractor’s contingency cannot be used for Preconstruction or Construction Fee, General Conditions, or any other costs that are not Direct Cost of the Work as defined in Article 2.3.

c. The Subcontractor’s Contingency shall be clearly identified in the Initial GMP Estimate. Subcontractor’s Contingency percentage shall be reduced as design develops and shall be no more than 2% of direct costs in the Final GMP. The amount of Subcontractor’s Contingency included in the Final GMP shall be mutually agreed to by Barton Malow and Design Assist Partner and may be less than the 2% maximum.

d. All uses of Subcontractor’s Contingency must be approved by the Owner and Barton Malow. Any unused Subcontractor’s Contingency shall be returned to Barton Malow via deductive Change Order.

2.5.2. Allowances

a. Allowances are single sums of money included in the GMP for Direct Cost of the Work elements that are not quantifiable and a price for which cannot therefore be established. Any unused allowance amounts shall be returned to Barton Malow via deductive Change Order.

b. Use of an allowance shall be only for the stated purpose of the allowance and must be approved by the Owner and Barton Malow.

2.5.3. For the GMP, Subcontractor’s Contingency and Allowances shall not be included in the calculation of Direct Cost of Work or Construction Fee. Requests for use of Subcontractor’s Contingency and



Allowances shall include the Direct Cost of Work plus the allowable agreed markup, applied to the Direct Cost of Work, for insurances and bonds (as defined in Article 2.3.2.c) and Construction Fee.

2.6 Savings

2.6.1. All savings, except Preconstruction Fee, shall revert to Barton Malow and the Owner

Note: For the final GMP, the DA Partner shall solicit pricing from a minimum of three sub-tier subcontractors or vendors for any scopes of work not self-performed and provide a bid-leveling document with a recommendation of award.

Stage 3: Interviews

SHORT LIST FIRMS ONLY

Shortlisted firms in each Bid Category will meet with the selection committee. Agendas and requirements for this meeting will be issued via addendum later in the proposal process. Each team should be prepared to answer questions and provide any and all requested information.

END OF SECTION


REQUEST FOR PROPOSAL 00025-1 ISSUE DATE: 3/29/2018 SECTION 00025 – SCOPE OF SERVICES

SECTION 00025

SCOPE OF SERVICES

The section shall establish the intent of the relationship of the Design Assist Partner to the project team and the minimum intent of the scope of services. The following is meant to assist with understanding the expectations of the process but shall not be considered a comprehensive list of requirements.

A. GENERAL REQUIREMENTS

The Design Assist Partner (DAP) shall work collaboratively, implement Lean Construction delivery methods, and always work in the best interests of the project. The goal is to ensure that the final product is completed for the best value in the shortest timeframe possible and to maximize customer satisfaction. The DAP will be expected to establish and maintain a working environment of mutual respect and trust, engage in active collaboration, problem solving, and generation of innovative design solutions to drive maximum value to the project and its participants. Further, the DAP shall comply with the standard of care and collaborative behavior between all parties as required in the Construction Management Agreement and associated General Conditions, which is part of the Prime Contract. During design, the role of the DAP is to support the Owner, Architect/Engineer, BMC, and the overall project development. Preconstruction involvement includes, but is not limited to, attending project meetings, peer reviews, analyze engineering criteria, providing input to the design of the specific systems, pricing support, value analysis, code reviews, constructability/means and methods, schedule and manpower analysis, early procurement, and any field investigations necessary to assist the design team with filling in the gaps of the design to ensure all information is shown/understood and adequately described. The project Architect will always retain complete authority over the design, model, and Construction Document development for the new building. Cost certainty is a primary goal for the project and as such will utilize the Target Value Design (TVD) methodology for establishing and maintaining the project budget. Each DAP will assist in developing the TVD and providing services as detailed elsewhere. Throughout the process the DAP shall provide a complete, open book detailed estimate broken down into systems and itemizing the total cost of the project. If the DAP fails to meet the TVD by the end of the design phase for their scope of work, they shall be considered non-responsive. This project is being developed in 3D using Revit software for design, and Navisworks for construction coordination and DAP’s knowledge and use of both is required. The DAP will have access to the 3D systems models for review and comment throughout the design period. To the extent agreed to by the project team the DAP may assume development of the model at an appropriate time to streamline the coordination, spooling, and fabrication process. The goal is to eliminate the need for lengthy shop drawing review, as all of the information typically shown on a shop drawing, will be modeled by the DAP in the engineer of record’s model. The DAP agrees that as a condition precedent to its receiving any CAD or BIM files from the designer, DAP will, at Barton Malow’s direction, either sign directly the indemnity and other documentation required by the designer related to the CAD or BIM information or will indemnify, defend and hold harmless Barton Malow for any and all damages, losses, claims, liabilities or costs incurred by Barton Malow arising out of the use of the CAD or BIM information. This indemnification obligation is in addition to those set forth in the Subcontract and other Contract Documents. The Design-Assist Partner may continue through construction where they are to provide continuous support through the same activities listed above in addition to providing the labor, material and procurement support necessary to complete the project and cost control/estimating support to maintain the project. The team expects a seamless transition from planning to execution in the field. As design documents are issued, the DAP shall provide a complete, open book detailed estimate broken down into systems and itemizing the total cost of the project. The initial iGMP submission and subsequent revisions shall be the basis for the Final GMP based on final, or near final, design documents. The GMP is to reflect



complete and operable systems filling in all gaps to meet the intent of the documents and that reasonably inferable therefrom. Costs shall include all labor and materials to complete the Scope of Work. See Section 00023 for further requirements.

B. ADDITIONAL INSURANCE REQUIREMENTS

Provide the following in addition to the insurance requirements listed in Barton Malow’s S-Order Terms & Conditions (Exhibit 1).

1. PROFESSIONAL LIABILITY: All bidders are to include Professional Liability coverage in the amount of

$1,000,000 per Occurrence and $2,000,000 aggregate, with three year tail coverage after the overall Project Substantial Completion Date. This is in addition to any coverage that a second tier subcontractor, 3rd party engineer or vendor may already have.

2. CCIP CONDITIONS: To be provided if utilized

C. PRECONSTRUCTION ACTIVITIES

The Design Assist Partner is expected to be a full and active member of the design process providing scheduling, estimating, constructability and other advice to the project team. While not responsible for producing the design, trade partners will be integral members of the design process and will actively engage with the design team to maximize value, reduce errors, and better coordinate project requirements. Preconstruction will be conducted as a continuous process in lieu of milestone intervals. The time period for the preconstruction phase is noted in Section 00230 Schedule and Phasing. The lump sum preconstruction fee shall account for this process and include the activities listed below as a minimum level of service. Barton Malow will provide direction on format and content for all trade partner deliverables to promote uniformity and allow us to assemble data into project reports to the Owner.

1. Regular meeting attendance and participation: The project will utilize the ‘Big Room’ co-location

concept. Example meetings to expect include: a. Project Team Meetings (University, Design Team & Barton Malow). b. Precon Progress Meetings (Barton Malow and Design-Assist Partners). c. BIM coordination meetings d. Kick-off meeting e. Two all day partnering sessions and monthly meetings f. Estimate and document review meetings g. Visits to benchmark facilities. h. Additional meetings, conference calls or webinars may be needed to address specific project

issues.

2. Target Value Design and Estimating Services: a. Actively manage and participate in the Target Value Design process through collaborative, open

book engagement with the project team. Provide continuous estimating services as in input to design progression including multiple solution sets as developed by the team.

b. Assist in lifecycle cost analysis c. Throughout the process, maintain all documentation required to support pricing including

i. Documents and information on which the pricing is based ii. Line item breakdown estimate for the Cost of Work

iii. Vendor and subcontractor back-up iv. A list of allowances, clarifications, exclusions and assumptions v. General conditions breakdown

vi. Clearly identified fees, contingencies, insurance costs, bonding, etc.



vii. Other documents as needed to validate pricing.

3. Document Reviews:

a. Provide continuous review comments with input on constructability, code compliance, schedule, cost, safety, scope changes, etc.

b. Review the design against the Owner’s design standards and notify the team of any variances from them.

c. Provide input in the selection of equipment and systems to be incorporated into the design. d. Prepare RFIs to document questions or issues that arise during the precon period. e. All comments and observations shall be accompanied by suggestions for solutions. f. Provide input on optimizing prefabrication and/or modularization to improve schedule, quality,

cost, and safety. g. Provide input on equipment schedules – size, coordinated services, availability, and strategy for

placement into the building h. Review and analyze plans and specifications to determine material availability and long lead

items. Present opportunities for alternative means and methods for schedule savings. i. Support/Assist the commissioning agent with development of the Cx program/process.

4. Mock-ups (this scope will be clarified at a later date): Mock-ups may require material expediting to ensure

mock-up can be completed, reviewed, corrected, and approved prior to the need for procurement of building materials.

5. Schedule, manpower and cash flow:

a. Actively participate in pull planning utilizing the Last Planner methodology including commitment tracking to ensure schedule objectives are met.

b. Prepare a detailed Primavera schedule for your preconstruction and construction phases scope to be included in Barton Malow’s master project schedule.

c. Ensure that the project schedule is arrayed to support efficient execution of the work, and to account for dependencies, long lead procurements, and other potential schedule risks.

d. Prepare man power and cash flow projections for your scope.

6. Submittals:

a. Identify critical long lead items in the first thirty days of the precon period and advise Barton Malow if there are any items that must be released prior to a construction Notice to Proceed in order to meet the project schedule / budget.

b. Provide product submittals without having vendor executed Purchase Orders (literature, cut sheets, samples). Issue letters of intent if needed, after reviewing vendor pricing with Barton Malow. During the precon period you must position yourself to release Purchase Orders immediately upon receipt of a Notice to Proceed for construction.

c. Identify specific materials or equipment where early selection would benefit the project. Develop and execute an open-book procurement process with vendors that provides for some flexibility in completing the design and ensures fair pricing.

d. Prepare shop drawings as required to maintain the procurement and construction schedules (additional shop drawings may be required after preconstruction period).

e. Provide sample submittals to determine fit and finish.

7. Building Information Modeling (BIM) & 3D Coordination:

a. Perform tasks/services as required to meet the requirements of the BIM Execution Plan and maximize prefabrication opportunities.

b. The primary trade coordination drawings and BIM drawing effort will begin prior to design completion as required to meet schedule requirements. Due to this condition, the DAP should expect to perform multiple coordination ‘iterations’ as the design is being completed.

c. Site investigation of existing systems, as needed d. The goal is to eliminate the need for lengthy shop drawing review.



8. Safety:

a. Assist the project team in evaluating the design as it relates to construction and maintenance safety b. Prepare site specific safety plans, including activity hazard analyses c. Provide space and equipment requirements on-site to incorporate into site logistics plans (field

offices, cranes, hoists, temporary measures, etc.)

D. OUTLINE OF CONSTRUCTION REQUIREMENTS

The following section provides outline requirements for the construction phase to assist in providing information requested in this RFP. These requirements shall be incorporated into the Design Assist Partner’s proposal response, including pricing, and preconstruction phase services.

GENERAL SCOPE ITEMS FOR ALL CATEGORIES 1. The DAP shall be a full and active member of the construction phase. The fundamental roles of scheduling,

estimating, and constructability advice remain part of the requirement. The entire construction process will be continuous and DAP’s will actively engage with the team in an effort to influence and maximize value, reduce errors, and better coordinate the project requirements.

2. In addition to the basic construction services, the following services are expected of this Design-Assist Partner during the construction time period: budget maintenance, open book budget reporting, continuing 3D coordination as needed for bulletins and scope changes, detailed estimating for bulletins and scope changes, schedule and manpower analysis and reporting, and commissioning support. Detailed cost reporting will be expected throughout the life of the project.

SPECIFIC SCOPE ITEMS FOR EACH BID CATEGORY 1. Reference provided Summary of the Work Scopes and preliminary Scopes of Work for the corresponding

bid categories. These preliminary Scopes of Work will be collaboratively refined throughout the preconstruction process. They are issued as a guide for the iGMP pricing and to help understand the intended scope of the stated categories and are not yet project specific. No modification to the Scopes of Work shall be assumed or made without specific written authorization from Barton Malow.


REQUEST FOR PROPOSAL 00230-1 ISSUE DATE: 3/29/2018 SECTION 00230 – SCHEDULE & PHASING

SECTION 00230

SCHEDULE AND PHASING

PART 1 - SCHEDULE 1.01 MILESTONE SCHEDULE

A. The current Project Master Schedule is issued as part of this RFP to demonstrate current thoughts on requirements, sequence, and duration. The Project Master Schedule will be further developed after award of the Agreement with Design-Assist Partner input.

B. Below are Project milestone dates for major elements. Assume early to mid-month for start and finish dates respectively.

Activity Start Finish

Preconstruction March 2018 November 2019

Building Construction (including Owner Move-in) July-Sept 2019 January–March 2022

Renovations Construction January–March 2022 July-Sep 2022

C. Below are preliminary milestone dates. Assume early to mid-month for start and finish dates respectively.

The project team is working towards the early start dates, but proposal submissions shall address, include, accommodate both the Early Start and Start dates.

Activity Early Start Start Finish

MEPFP Coordination Start TBD TBD TBD

Foundations TBD TBD TBD

Structural Steel Erection/ Building Top-out

TBD TBD TBD

MEP Interior Rough-in TBD TBD TBD

Set AHU’s/Generators TBD TBD TBD

Permanent Power Energized TBD TBD TBD

Exterior Close-in TBD TBD TBD

Building under environmental control (heating/cooling on-line)

TBD TBD TBD

Full Building Commissioning TBD TBD TBD

Owner training/move-in TBD TBD TBD

D. It is expressly agreed that time is of the essence for the completion of Work under the Agreement and the

Design-Assist Partners agrees to perform the Work within the allotted time and in the manner specified. 1.02 CONSTRUCTION SCHEDULE DEVELOPMENT PROCESS

A. Barton Malow may utilize pull planning and the Last Planner methodology to develop a Project Master Schedule. The Design-Assist Partners agree participate in this process and support determinations of the team for completion of activities.

B. Special requirements and/or sequencing issues should be brought to the attention of Barton Malow for

both preconstruction and construction activities. It is intended the milestones remain in effect and all Design-Assist Partners agree to accept these milestone dates. Barton Malow reserves the right to revise the Project Master Construction Schedule as deemed necessary.

C. Barton Malow shall periodically update the Project Master Schedule and display it at the Project site.

The Design Assist Partner shall familiarize itself with the Project Master Construction Schedule and how it will affect or modify its operations, including coordination with the activities of other Design Assist Partners / Trade Contractors. Reasonable changes in sequencing, durations and phasing are to be


REQUEST FOR PROPOSAL 00230-2 ISSUE DATE: 3/29/2018 SECTION 00230 – SCHEDULE & PHASING

expected with each master schedule update. These changes will be incorporated by Design Assist Partner at no additional cost.

D. If it is apparent the Design Assist Partner is unable to perform its Work in the sequence indicated or the

time allotted, the Design Assist Partner must notify Barton Malow within five (5) Days after initial publication of the Project Master Schedule. Design Assist Partner’s schedule of activities may be re-sequenced, and the schedule may be adjusted, provided all Work is completed within the stated milestone dates and provided Barton Malow and affected Design Assist Partner / Trade Contractors are notified of the change within five (5) calendar days of receipt of the schedule and the change does not otherwise negatively impact the other scheduled work; otherwise, the Project Master Schedule shall be deemed accepted by all parties and becomes a contractual requirement for each Design Assist Partner.

E. If the Design Assist Contractor delays progress for any reason other than those delays specifically

excused under the Contract Documents, the Design Assist Contractor will take all necessary steps to expedite its Work to maintain milestone target dates at no expense or additional cost to Owner or Barton Malow.

PART 2 - PHASING 2.01 PROJECT PHASING

A. As the building design is maturing, full logistics and phasing plans will develop with input from the DAP. B. Current expected access pathways into the site are as shown in the following image.

END OF SECTION 00230


REQUEST FOR PROPOSAL 00400-1 ISSUE DATE: 3/29/2018 SECTION 00400 – PROPOSAL FORM

Section 00400

Request for Proposal Form - Stage 1: Prequalification/Technical Proposal

Innovation Pavilion The Pennsylvania State University

Proposal Cover Sheet

Bid Category: ___________________________________________________________________

From: Name of Design-Assist Partner: ________________________________________________ Business Address: ________________________________________________ ________________________________________________ Phone Number: ________________________________________________ Contact Name: ________________________________________________ Email Address: ________________________________________________ This proposing firm accepts the provisions of this Request For Proposal Document and all associated documents and certifies that this Request For Proposal is submitted in good faith and without collusion with any other person or entity submitting a Request For Proposal for this Work. This proposing firm hereby affixes its authorized signature(s) representing (check one): ____ An individual doing business as: __________________________________________ ____ A partnership ____ A limited liability company; organized in _____________________ (enter state) ____ A corporation, organized in _____________________ (enter state) ____ Joint venture formed between: ______________________ and ______________________ (Signatures from authorized representatives of each partner are required) Signature(s): __________________________________ Title: __________________________ __________________________________ Title: __________________________

The above named firm proposing for this Design-Assist Partner work, by submission of this Proposal, acknowledges it has carefully examined all of the Proposal documents and the conditions affecting the proposed Work as described and referenced in this Request for Proposal document.


REQUEST FOR PROPOSAL 00400-2 ISSUE DATE: 3/29/2018 SECTION 00400 – PROPOSAL FORM

Experience Modification Rate

As of the date of submission of the Request For Proposal, this firm’s rates for the state where the work is to be performed are: EMR = ____.____. DART = ____.____. RIR = ____.____. OSHA Form 200/200S, and additional safety information will be required if this contract is extended for construction work.

Clarifications

This proposing firm acknowledges receipt of the following Addenda: ____________________________________________________________

Attachments:

Proposal Response to Section 00023

The Pennsylvania State College of Medicine Innovation … Instructions (via Addendum) 3/29/18...

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Transcript of The Pennsylvania State College of Medicine Innovation … Instructions (via Addendum) 3/29/18...