Read the full stored bill text
MURIEL BOWSER
MAYOR
February 25, 2025
The Honorable Phil Mendelson
Chairman
Council of the District of Columbia
John A. Wilson Building
1350 Pennsylvania Avenue, NW, Suite 504
Washington, DC 20004
Dear Chairman Mendelson:
Pursuant to section 451 of the District of Columbia Home Rule Act (D.C. Official Code § 1 -
204.51) and section 202 of the Procurement Practices Reform Act of 2010 (D.C. Official Code §
2-352.02), enclosed for consideration and approval by the Council of the District of Columbia is
proposed Modification No. 2 to Contract No. DCAM -23-CS-RFP-0006 with Keystone Plus
Construction Corporation. If approved, Modification No. 2 will increase the contract’s not -to-
exceed amount by $13,385,340, from $7,587,595 to $20,972,935.
The underlying contract was deemed approved by the Council on June 28, 2024, as CA25-857, as
an early start agreement to complete a preliminary scope of work including playground
construction, sediment control, site demolition, and site assessments for the Leckie Education
Campus addition project.
Under proposed Modification No. 2., Keystone Plus Construction Corporation will provide design-
build services for the Leckie Education Campus addition project. The substantial completion date
for the project is January 23, 2026.
My administration is available to discuss any questions you may have regarding the proposed
contract modification. To facilitate a response to any questions you may have, please contact
Delano Hunter, Director, Department of General Services (“DGS”), or have your staff contact Eric
Njonjo, Interim Chief Procurement Officer, DGS, at (202) 727-2800.
I look forward to the Council’s favorable consideration of this contract modification.
Sincerely,
Muriel Bowser
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
1
Pursuant to section 202(c) of the Procurement Practices Reform Act of 2010, as amended, D.C.
Official Code § 2-352.02(c), the following contract summary is provided:
COUNCIL CONTRACT SUMMARY
(Standard)
Modification No. 2 to Design-Build Agreement for Leckie Education Campus Addition
(A) Contract Number: DCAM-23-CS-RFP-0006
Modification No. 2
Contractor: Keystone Plus Construction Corporation
Proposed Increased Contract Amount
via Modification No. 2: $13,385,340
Total Contract Amount (Final
Guaranteed Maximum
Price (“GMP”)): $20,972,935
Unit and Method of Compensation: Progress payments on a monthly basis
Term of Contract: September 25, 2023 (date of execution of the Letter
Contract by the Department of General Services (the
“Department” or “DGS”)) through November 3,
2025 (“Part 1 Substantial Completion Date”) and
January 23, 2026 (“Part 2 Substantial Completion
Date”) (collectively, the “Substantial Completion
Dates”); with an Administrative Term of November
3, 2026.
Type of Contract: Cost Plus Fixed Fee with a Guaranteed Maximum
Price
Source Selection Method: Competitive Request for Proposals
2
(B) For a contract containing option periods, the contract amount for the base period and for
each option period. If the contract amount for one or more of the option periods differs from
the amount for the base period, provide an explanation of the reason for the difference:
N/A
(C) The goods or services to be provided, the methods of delivering goods or services, and any
significant program changes reflected in the proposed contract:
The Department of General Services (the “Department”) engaged Keystone Plus Construction
Corporation (the “Contractor”) to provide Design-Build Services for the Leckie Education Campus
Addition project, located at 4201 Martin Luther King Jr. Avenue , SW, Washington, DC 20032
(the “Project”). The Project will be completed in two phases: (i) the Design and Preconstruction
Phase; and (ii) the Construction Phase. The substantial completion of the Project shall occur on or
by November 3, 2025, for Part 1 and January 23, 2026, for Part 2 of the Project.
The Project includes the design and construction of an approximately 14,500 square feet addition
to the existing Leckie Education Campus, and a new 2-story addition to the existing 4-story brick
building built in 1970 to replace the temporary trailer complex, and shall be designed in such a
way as to incorporate, at a minimum, LEED for Schools – Gold principles and achieve net zero
strategies.
The contract was deemed approved by the Council on June 28, 2024, as CA25-857, as an early start
agreement No.1 (“ESA 1”) to complete the preliminary scope of work, including playground
construction, sediment control, site demolition, and site assessments for the Leckie Education
Campus. Modification No. 1 to the contract was deemed approved by the Council on November
15, 2024, as CA25-1084, as an early start agreement No. 2 (“ESA 2 ”) to fund the foundation to
trade grade activities, including structural co ncrete, helical piles, site work, demolition, and
underground site utilities. The ESA 2 funding also includes general conditions, insurance,
performance and payment bonds, partial funding for long lead items, and the balance amounts for
phase one playground construction.
The Department seeks Council approval to execute the proposed modification to establish the
Guaranteed Maximum Price (“GMP”). If approved, Modification No. 2 will establish the final GMP
of $20,972,935, thereby increasing the Contract’s value by $13,385,340 (from $7,587,595 to
$20,972,935), with a Not -to-Exceed (“NTE”) amount of $20,972,935. As the proposed
Modification No. 2 would increase the Contract value by more than $1 million, Council approval
is required for this contract action.
(D) The selection process, including the number of offerors, the evaluation criteria, and the
evaluation results, including price, technical or quality, and past performance components:
The contract was deemed approved by the Council on June 28, 2024, as CA25-857, as an ESA 1 in
the NTE amount of $2,828,036, and Modification No. 1 to the contract was deemed approved by
the Council on November 15, 2024, as CA25-1084, as an ESA 2 in the NTE amount of $7,587,595.
3
(E) A description of any bid protest related to the award of the contract, including whether the
protest was resolved through litigation, withdrawal of the protest by the protestor, or
voluntary corrective action by the District. Include the identity of the protestor, the grounds
alleged in the protest, and any deficiencies identified by the District as a result of the protest:
The award of the Contract was not protested.
(F) A description of any other contracts the proposed contractor is currently seeking or holds
with the District:
The Contractor is currently involved in several District projects and is in pursuit of many other
District projects. The list of projects is provided as Exhibit A.
(G) The background and qualifications of the proposed contractor, including its o rganization,
financial stability, personnel, and performance on past or current government or private
sector contracts with requirements similar to those of the proposed contract:
The Contractor is based in Washington, DC, and is a Certified Business Enterprise (“CBE”)
specializing in developments that enhance the community, including transformational projects that
promote economic sustainability, to include community, education, office, retail, healthcare, and
institutional spaces, in the District of Columbia, Maryland, and Northern Virginia. The Contractor
provides a range of services, including preconstruction, construction management, general
contracting, and consulting services.
The Contractor has successfully completed the following projects for DGS:
1. Randle Highlands Early Learning Center, Washington, DC, a $14,200,000 project.
2. Peabody Early Childhood Center, Washington, DC, a $7,640,749 project.
3. Eastern Market Metro Park, Washington, DC, a $13,823,615 project.
The Contractor possesses the financial stability to successfully perform the Project and has
provided a staffing plan for the Project, which has been reviewed and approved by the Department.
The Contractor has been determined responsible in accordance with 27 DCMR § 4706.1.
(H) A summary of the subcontracting plan required under section 2346 of the Small, Local, and
Disadvantaged Business Enterprise Development and Assistance Act of 2005, as amended,
D.C. Official Code § 2-218.01 et seq. (“Act”), including a certification that the subcontracting
plan meets the minimum requirements of the Act and the dollar volume of the portion of the
contract to be subcontracted, expressed both in total dollars and as a percentage of the total
contract amount:
The Contractor is a certified business enterprise in accordance with the Act (CBE Number:
LSZX51886022027. Pursuant to D.C. Code § 2-218.46 (d-1), the Contractor is required to submit
a detailed subcontracting plan to DSLBD that meets the requirements of D.C. Code § 2-218.46(d)
4
before entering into a guaranteed maximum price; the Contractor submitted a subcontracting plan
as follows:
Contract’s NTE Dollar Value: $20,972,935
Subcontracting Requirement %: 35%
CBE Self-Performed Amount: $7,340,527.25
Subcontracting Plan Required Dollar Value $4,771,342.71
Subcontracting Plan Actual Dollar Value $9,471,226.00
(I) Performance standards and the expected outcome of the proposed contract:
The Contractor must provide all design, preconstruction, and construction services and other
services necessary to substantially complete Project Part 1 no later than November 3, 2025, and
Part 2 no later than January 23, 2026. In general, the Contractor must perform the requirements
contained in the Contract and meet or exceed the performance standards therein. The Contractor
is subject to liquidated damages of $2,500 per day of delay for failure to timely achieve substantial
completion of the Project. The Contract also provides a disincentive fee of $25,000 for the
replacement of key personnel without the Department’s prior approval and not as a penalty, to
reimburse the Department for its administrative costs arising from the Contractor’s failure to
provide the key personnel.
(J) The amount and date of any expenditure of funds by the District pursuant to the contract
prior to its submission to the Council for approval:
The Modification No.1, an ESA 2 in the NTE amount of $7,587,595, was deemed approved by the
Council on November 15, 2024, as CA25- 1084 which is inclusive of the deemed approved
$1,833,036 Contract, and $995,000 the Letter Contract.
(K) A certification that the proposed contract is within the appropriated budget authority for
the agency for the fiscal year and is consistent with the financial plan and budget adopted in
accordance with D.C. Official Code §§ 47-392.01 and 47-392.02:
The Office of the Chief Financial Officer has certified that the proposed Contract’s GMP and NTE
amount are consistent with the Department’s budget and that adequate funds are available in the
Department’s budget in accordance with D.C. Official Code §§ 47- 392.01 and 47- 392.02. The
applicable Fiscal Sufficiency certification accompanies this Council Package.
(L) A certification that the contract is legally sufficient, including whether the proposed
contractor has any pending legal claims against the District:
The proposed Modification No. 2 has been deemed legally sufficient by the Department’s Office
of the General Counsel, and the Contractor does not appear to have any current pending legal
claims against the District.
(M) A certification that the Citywide Clean Hands database indicates that the proposed
contractor is current with its District taxes. If the Citywide Clean Hands Database indicates
5
that the proposed contractor is not current with its District taxes, either: (1) a certification
that the contractor has worked out and is current with a payment schedule approved by the
District; or (2) a certification that the contractor will be current with its District taxes after
the District recovers any outstanding debt as provided under D.C. Official Code § 2-
353.01(b):
The Citywide Clean Hands database indicates that the Contractor is in compliance with the
Government of the District of Columbia tax laws and regulations. The applicable Clean Hands
certification for the Contractor accompanies this Council Package.
(N) A certification from the proposed contractor that it is current with its federal taxes, or has
worked out and is current with a payment schedule approved by the federal government:
The Contractor has certified that it is current with its federal tax laws.
(O) The status of the proposed contractor as a certified local, small, or disadvantaged business
enterprise as defined in the Small, Local, and Disadvantaged Business Enterprise
Development and Assistance Act of 2005, as amended; D.C. Official Code § 2-218.01 et seq.:
According to DSLBD’s website, the Contractor is a certified Local Business Enterprise, Longtime
Resident Owned Business Enterprise, Small Business Enterprise, and Development Enterprise
Zone. The Contractor’s CBE Number is LSZX51886022027, with an expiration date of February
26, 2027.
(P) Other aspects of the proposed contract that the Chief Procurement Officer considers
significant:
None.
(Q) A statement indicating whether the proposed contractor is currently debarred from
providing services or goods to the District or federal government, the dates of the debarment,
and the reasons for debarment:
The Contractor is not debarred from providing services to the Government of the District of
Columbia or the Federal Government according to the Office of Contracts & Procurement’s
Excluded Parties List and the Federal Government’s Excluded Parties List.
(R) Any determination and findings issues relating to the contract’s formation, including any
determination and findings made under D.C. Official Code § 2-352.05 (privatization
contracts):
None.
(S) Where the contract, and any amendments or modifications, if executed, will be made
available online:
6
The Contract award and the Contract are available on the Department’s website. A c opy of the
proposed modification will be made available on the Department’s website upon approval.
(T) Where the original solicitation, and any amendments or modifications, will be made
available online:
The original solicitation and any amendments were posted on the Department’s website.
(U) (1) A certification that the proposed contractor has been determined not to be in violation of
section 334a of the Board of Ethics and Government Accountability Establishment and
Comprehensive Ethics Reform Amendment Act of 2011, D.C. Official Code § 1-1163.34a;
and (2) A certification from the proposed contractor that it currently is not and will not be
in violation of section 334a of the Board of Ethics and Government Accountability
Establishment and Comprehensive Ethics Reform Amendment Act of 2011, D.C. Official
Code § 1-1163.34a:
Based upon a certification from the Contractor, the Contractor has been determined not to be in
violation of D.C. Official Code § 1-1163.34a; and will not be in violation of D.C. Official Code §
1-1163.34a.
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
7
Exhibit A
Contracts that Keystone Plus Construction Currently Holds with The District Agency:
Contract Number Project Caption Project Value
DCAM-20-CS-RFQ-0001 DB Services DOC CTF Door Control Upgrades $1,800,994.68
CAM-20-CS-RFQ-0001AA Residence Restrooms Renovations CTF $2,662,317.58
DCAM-22-CS-RFQ-0001H Oakhill Campus Infrastructure Upgrade $4,026,324.78
DCAM-22-CS-RFQ-0001H DB Garnet Patterson School Elevator $691,498.00
DCAM-22-CS-RFQ-0001H DOC Central Treatment Facility $2,952,2221.28
DCAM-23-CS-RFP-0006 DB Leckie Education Campus Addition $995,000.00
DCAM-22-CS-RFQ-0001H DB Sharpe Health Classroom Expansion $6,801,793.10
DCAM-23-CS-IFB-0007 Daly Building Swing 501 New York Ave. $10,267,499.77
DCAM-23-CS-RFP-0025 DB Ludlow-Taylor ES Addition $995,000.00
DCAM-22-CS-RFQ-0001H Thomson ES Exterior Improvements & Playground
Replacement $359,599.00
DCAM-22-CS-RFQ-0001H Military Rd School Historic Wood Intrusion
Mitigation $358,150.00
DCAM-22-CS-RFP-0015 DB Adames EC Modernization $24,005,492.00
01-22043-00 School Without Walls at Francis EC Windows $1,904,559.00
01-22035-17 Garfield ES Modernization Windows $1,189,741.00
CW108610 DHCD Roofing Task Order #2 Batch 2420 $74,692.80
Projects Keystone Plus Construction is Currently Seeking with The District Agency:
Contract Number Project Caption Project Value
DCAM-24-CS-RFP-0009 DB for DC Stabilization and Sobering
Center Renovation- Park Road $1,708,700.00
1101 4th Street, SW
Washington, DC 20024
Date of Notice: January 27, 2025 L0013178716Notice Number:
FEIN: **-***0762
Case ID: 18422674
Government of the District of Columbia
Office of the Chief Financial Officer
Office of Tax and Revenue
THE KEYSTONE PLUS CONSTRUCTION CORP
1925 MINNESOTA AVE SE STE A
WASHINGTON DC 20020-5454
Branch Chief, Collection and Enforcement Administration
Authorized By Melinda Jenkins
To validate this certificate, please visit MyTax.DC.gov. On the MyTax DC homepage, click the
“Validate a Certificate of Clean Hands” hyperlink under the Clean Hands section.
CERTIFICATE OF CLEAN HANDS
As reported in the Clean Hands system, the above referenced individual/entity has no outstanding
liability with the District of Columbia Office of Tax and Revenue or the Department of Employment
Services. As of the date above, the individual/entity has complied with DC Code § 47-2862, therefore
this Certificate of Clean Hands is issued.
TITLE 47. TAXATION, LICENSING, PERMITS, ASSESSMENTS, AND FEES
CHAPTER 28 GENERAL LICENSE
SUBCHAPTER II. CLEAN HANDS BEFORE RECEIVING A LICENSE OR PERMIT
D.C. CODE § 47-2862 (2006)
§ 47-2862 PROHIBITION AGAINST ISSUANCE OF LICENSE OR PERMIT
1101 4th Street SW, Suite W270, Washington, DC 20024/Phone: (202) 724-5045/MyTax.DC.gov
COPY
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
Memorandum
To: Delano Hunter
Director
From: Antoinette Hudson - Beckham
Agency Fiscal Officer
Reference: Proposed Modification No. 2 to Contract No. DCAM-23-CS-RFP-0006 Design-Build
Services for Leckie Education Campus Addition
Date: January 27, 2025
Subject: Fiscal Sufficiency Review
In my capacity as the Agency Fiscal Officer of the Department of General Services (the
“Department”), I hereby state that Modification No. 2 (GMP Amendment) to the Agreement for
Design Build Services for Leckie Education Campus Addition (DCAM-23-CS-RFP-0006), with
Keystone Construction Corporation, in the amount of $20 ,972,935.00 is consistent with the
Department’s current budget and that adequate funds are available in the budget for the expenditure.
Per the Department of General Services Contracts & Procurement (“C&P”) team, the underlying
Contract was deemed approved by the Council on June 28, 2024, as CA25-0875, with an initial Not-
to-Exceed amount of $2,828,036.00 ($995,000.00 Letter Contract + $1,833,036.00 Early Start
Agreement #1).
Additionally, Modification No. 1 was deemed approved by the Council on November 15, 2024, as
CA25-1084, and increased the Not -to-Exceed amount by $4,759,559.00, totaling $7,587,595.00
($2,828,036.00+$4,759,559.00) for additional early release work.
Per C&P, if approved, the proposed Modification No. 2, in the amount of $13,385,340.00, will
increase the Contract’s NTE amount to $20,972,935.00 ($7,587,595.00 + $13,385,340.00).
The proposed Modification No. 2 in the amount of $13,385,340.00 would establish the guaranteed
maximum price (the “GMP”) totaling the Contract NTE amount to $20,972,935.00.
While funding in the amount of $20 ,972,935.00 is being certified for capital -eligible items only,
there is an ineligible amount of $328,004.50 listed in Exhibit H of the GMP amendment
(Attachment A). See the non -capital column and associated items. These items are ineligible for
capital expenditure per the District Capital Guidelines. The goods/services are needed in FY2025.
There should be no purchases, commitments and expenditures for these items, until operating funds
are available, via a purchase order for the same amount.
T
he Department of General Services (DGS – Implementing AGY) has $20,972,935.00 in the
District of Columbia Public Schools (DCPS – Owner AGY) cumulative capital budget authority
balance.
T
he DIFS/PASS information is listed below/attached.
________________________________
Antoinette Hudson Beckham
Agency Fiscal Officer
Department of General Services
Project Name Project
Number
Fund
Detail AY Imp
AGY
Owner
AGY RQ/PO Amount Comments
AM0.YY147C.LECKIE EC
MODERNIZATION/RENOVAT
ION
100274 3030300 n/a AM0 GA0 PO696316 $995,000.00 Letter Contract
AM0.YY147C.LECKIE EC
MODERNIZATION/RENOVAT
ION
100274
3030300 n/a AM0 GA0 PO710052 $1,833,036.00 ESA #1
AM0.YY147C.LECKIE EC
MODERNIZATION/RENOVAT
ION
100274
3030300 n/a AM0 GA0 PO718301 $4,759,559.00 ESA #2
AM0.YY147C.LECKIE EC
MODERNIZATION/RENOVAT
ION
100274
3030300 n/a AM0 GA0 RK296786 $13,057,335.50
Proposed Mod #2
(Capital Part of
$13,385,340.00)
AM0.YY147C.LECKIE EC
MODERNIZATION/RENOVAT
ION
100274 3030300 n/a AM0 GA0 RK296788 $328,004.50 Proposed Mod #2
(Ineligible Part of
$13,385,340.00.
Pending approval
of a Reverse
Capital Paygo to
Operating repro)
TOTAL $20, 972,935.00
for AHB
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
OFFICE OF THE GENERAL COUNSEL
MEMORANDUM
TO: Tomás Talamante
Director, Office of Policy and Legislative Affairs
FROM: Kristen Walp
Senior Assistant General Counsel
SUBJECT: Legal Sufficiency Certification
Proposed Modification No. 2 to the Design -Build Services Agreement for Leckie
Education Campus Addition
Contract Number: DCAM-23-CS-RFP-0006
Contractor: Keystone Plus Construction Corporation
DATE: February 13, 2025
This is to certify that this Office has reviewed the above-referenced proposed Modification No. 2
and has found it to be legally sufficient, subject to submission of: (i) any required materials and
Council approval; (ii) Council’s approval of the same; and (iii) a Fiscal Certification issued by the
Department of General Services’ Agency Fiscal Officer.
Please feel free to contact me at (202) 727-2800 with any questions.
_______________________
Kristen Walp
Senior Assistant General Counsel
3924 Minnesota Avenue NE, 6th Floor Washington, DC 20019 | Telephone (202) 727-2800 | Fax (202) 727-7283
X copy to the issuing office.E. IMPORTANT:
an offer already submitted, such change may be made by letter or fax, provided each letter or telegram makes reference to the
IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14
The changes set forth in Item 14 are made in the contract/order no. in item 10A.
amendment number. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS
PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change
Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the
July 8, 2024
X
10A. Modification of Contract/Task Order No. Washington, DC 20020
Cperdomo@keystonedc.com
amendment on each copy of the offer submitted; or (c) By separate letter or fax which includes a reference to the solicitation and
10B. Dated (See Item 13)
11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS
The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.
following methods: (a) By completing Items 8 and 15, and returning 1 copies of the amendment: (b) By acknowledging receipt of this
X D. Other (Specify type of modification and authority) Title 27 DCMR Section 4728 and Contract DCAM-23-CS-RFP-0006
1
B. The above numbered contract/order is modified to reflect the administrative changes (such as changes in paying office, appropriation
date, etc.) set forth in item 14.
C. This supplemental agreement is entered into pursuant to authority of:
A. This change order is issued pursuant to: (Specify Authority)
Contractor is not, is required to sign this document and return
DCAM-23-CS-RFP-0006
9B. Dated (See Item 11)
(Signature of person authorized to sign) (Signature of Contracting Officer)
solicitation and this amendment, and is received prior to the opening hour and date specified.
12. Accounting and Appropriation Data (If Required)
15B. Keystone Plus Construction Corporation 15C. Date Signed 16B. District of Columbia 16C. Date Signed
15A. Name and Title of Signer (Type or print) 16A. Name of Contracting Officer
2. Release: It is mutually agreed that in exchange for this Modification and other considerations, the Contractor hereby releases,
waives, settles, and holds the Department harmless from any and all actual or potential claims or demands for delays, disruptions,
additional work, additional time, additional cost, contract extensions, compensations or liability under any theory, whether known or
unknown, that the Contractor may have now or in the future against the Department arising from or out of, as a consequence or result
of, relating to or in any manner connected with this Modification, the above-referenced Project, and the Contract Work.
Peter Henry Lyonga
3. Terms & Conditions: All other Terms and Conditions remain unchanged.
14. Description of amendment/modification (Organized by UCF Section headings, including solicitation/contract subject matter where feasible.)
1. Guaranteed Maximum Price. The Contract No. DCAM-23-CS-RFP-0006 Design Build Services for Leckie Education Campus
Addition is modified to establish the Contract's Guaranteed Maximum Price ("GMP") in the amount of Twenty Million Nine Hundred
Seventy-Two Thousand Nine Hundred Thirty-Five Dollars and Zero Cents ($20,972,935.00) per the terms of Attachment A
hereto. The Contract value is therefore increased by $13,385,340.00, from $7,587,595.00 to $20,972,935.00. Pre-approval by the
Department is required to use the owner allowances listed in Exhibit B of the GMP amendment (Attachment A).
While funding in the amount of $20,972,935.00 is being certified for capital-eligible items only, there is an ineligible amount of
$328,004.50 listed in Exhibit H of the Contract. See the non-capital column and associated items. These items are ineligible for
capital expenditure, per the District Capital Guidelines. The goods/services are needed in FY2025. There should be no purchases,
commitments and expenditures for these items, until operating funds are available, via a purchase order for the same amount
13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS,
Contract No. DCAM-23-CS-RFP-0006 to provide Design-Build Services for Leckie Education Campus Addition is hereby modified as
follows:
Washington, DC 20019
Keystone Plus Construction Corporation
1925 Minnesota Avenue, Suite A
8. Name and Address of Contractor (No. Street, city, country, state and ZIP Code) 9A. Amendment of Solicitation No.
Carlos Perdomo
Contracts and Procurement Division
3924 Minnesota Avenue NE, 5th Floor
1. Contract Number
MODIFICATION OF CONTRACT Page of Pages
DCAM-23-CS-RFP-0006 1 2
7. Administered By (If other than line 6)
Department of General Services
6. Issued By:
3. Effective Date 4. Requisition/Purchase Request No. 5. Caption
Modification No. 2 See Block 16C PR-014485
RK296786 and RK296788
Design-Build Services for Leckie
Education Campus Addition
2. Modification Number
2/13/25
Victoria Guzman, Vice President
(Continuation)
Contract Number Page of Pages
DCAM-23-CS-RFP-0006 2 of 2
5. Contract Recap:
Letter Contract Executed:9/25/2023 995,000.00$
Mod 1- Letter Contract Executed:2/7/2024 -$
Contract (ESA 1) Executed: 7/8/2024 1,833,036.00$
Modification No.1 (ESA 2) Executed:11/26/2024 4,759,559.00$
Modification No. 2 (GMP) 13,385,340.00$
Total Price 20,972,935.00$
Modification No.
Modification No. 2
-1-
DESIGN-BUILD AGREEMENT
FOR
LECKIE EDUCATION CAMPUS ADDITION
BY AND BETWEEN
THE DEPARTMENT OF GENERAL SERVICES
AND
THE KEYSTONE PLUS CONSTRUCTION CORPORATION
CONTRACT NUMBER: DCAM-23-CS-RFP-0006
-2-
PROJECT INFORMATION
A. PROJECT SUMMARY
1. Project Name:
Design-Build Services for Leckie
Education Campus Addition
2. Project Address: 4201 Martin Luther King Jr. Avenue SW,
Washington, DC 20032
3. Agreement Type: Design-Build with Guaranteed Maximum
Price
4. Client Agency: District of Columbia Public Schools
(“DCPS” or “Client Agency”)
5. Design-Builder: The Keystone Plus Construction
Corporation
6. Agreement Amounts:
i. Initial NTE: $2,828,036.00 (see Schedule of
Values attached as Exhibit Y)
ii. Project Budget: $18,000,000.00
7. Design-Builder Compensation:
i. Design Fee (including
Construction Administration): $1,221,143.00
ii. Design-Build Fee: $549,600.00
a. Base Design-Build Fee: (60%
of Design-Build Fee) $329,760.00
b. At-Risk Design-Build Fee:
(40% of Design-Build Fee) $219,840.00
iii. Lump Sum General Conditions
Cost: $625,170.00
iv. Owner-Directed Allowances:
$780,000.00 - Permit Allowance (including
cost for the Department of Buildings’
(“DOB”)’s Velocity Program),
$250,000.00; Utility Allowance,
$140,000.00; Public Space Improvements
Allowance, $140,000.00 ; and Stormwater
Retention Credit Allowance, $250,000.00.
-3-
v. Preconstruction Fee (15% of the
Base Design-Build Fee) $49,464.00
vi. Contingency: To be determined at GMP
8. Liquidated Damages: $2,500.00 per day
9. Disincentive Fee for Failure to
Timely Submit Deliverables:
$5,000.00 plus $500.00 per day, per
deliverable
10. GMP Basis Project Documents
Submission Date: September 16, 2024
11. Substantial Completion Date: July 15, 2025
12. Final Completion Date: January 15, 2026
13. Administrative Term Expiration
Date: July 15, 2026
14. Letter Contract:
a. Period of Performance
From September 25, 2023 (date of
execution of Letter Contract) through
August 29, 2024
b. NTE Amount: $995,000.00
15. GMP Basis Project Documents Design Development Documents
16. Key Personnel Replacement: $25,000.00 per replacement
17. Assumptions and Clarifications Exhibit Z
Page 4 of 121
DESIGN-BUILD AGREEMENT
LECKIE EDUCATION CAMPUS
DCAM-23-CS-RFP-0006
THIS AGREEMENT (“Agreement” or “Contract”) is made by and between the
DISTRICT OF COLUMBIA GOVERNMENT (the “District”), acting by and through its
DEPARTMENT OF GENERAL SERVICES (the “Department” or “DGS”), and THE
KEYSTONE PLUS CONSTRUCTION CORPORATION a company duly organized under
the laws of the District of Columbia, and with a place of business at 1925 Minnesota Avenue,
SE, Suite A, Washington, DC 20020 (the “Design-Builder” or “Contractor” and collectively
with the Department, the “Parties”).
RECITALS
WHEREAS, the Department issued a Request for Proposals dated April 24, 2023, (the
“RFP”) to engage a design -builder to prepare a design for and to construct and complete the
work at Leckie Education Campus (“Leckie EC”) Addition located at 4201 Martin Luther King
Jr. Avenue SW, Washington, DC 20032 (the “Project”);
WHEREAS, the Department intends to implement the Project through a design -build
approach. The scope of work for the Project will be divided into two phases: (i) the design and
preconstruction phase; and (ii) the construction phase;
WHEREAS, the Department requires that the Project be substantially completed no
later than July 15, 2025 (“Substantial Completion Date”);
WHEREAS, the Design-Builder submitted a proposal entitled Design-Build Services
for Leckie Education Campus Addition dated June 14, 2023, to provide design-build services
for the Project;
WHEREAS, the Department retained the Design -Builder to provide design -build
services for the Project, which is to include design, preconstruction, and construction services
for Leckie Education Campus Addition;
WHEREAS, the Design -Builder will provide the architectural, engineering,
construction, and related services necessary to complete the Project, subject to the terms and
conditions set forth in this Agreement;
WHEREAS, the Department has retained the services of a program manager (the
“Program Manager”) to advise it concerning the Project;
WHEREAS, the Department has established a budget , and the Design -Builder will
conduct its work in accordance with an underlying budget for the Project, which includes but
is not limited to all design fees, hard and soft construction costs, fees, general conditions of the
Design-Builder, and including an allowance for the maintenance of the school and grounds per
the maintenance and operations plan until achieving Final Completion (such budget, the
“Project Budget”); and
WHEREAS, the Department and the Design-Builder entered into a letter contract dated
September 25, 2023 (the “Letter Contract”) , pursuant to which the Design -Builder was
Page 5 of 121
authorized to proceed with certain design, preconstruction, abatement, and demolition services
in furtherance of the Project.
NOW, THEREFORE, the Department and Design -Builder, for the consideration set
forth herein, mutually agree as follows.
DEFINITIONS
Section 1.1. Administrative Term.
The Agreement shall have an administrative term (the “Administrative Term”) that runs
from the effective date of the notice to proceed to the Administrative Term Date set forth in
the Project Information Section above. In addition, within this time the Design-Builder shall
execute and submit a Final Release of Liens and Claims in a form and format required by a
Contracting Officer (“CO” or “Contracting Officer ), inclusive of providing the Department
with a complete set of any product manuals ( “O&M”) and training videos, if applicable. The
Administrative Term is established for the sole purpose of permitting the Department’s Office
of the Chief Financial Officer to process payments in the event any payments become
due. Notwithstanding the foregoing, nothing herein shall be construed to extend the Substantial
Completion Date; extend the Final Completion Date; or, limit the Department’s ability to assess
liquidated damages thereon.
Section 1.2. Agreement.
The term s “Agreement” or “Contract” shall mean this entire, integrated agreement
between the Department and the Design-Builder with respect to the Project, consisting of this
document and the Exhibits thereto, including but not limited to the Standard Contract
Provisions (Construction Contracts and Architectural/Engineering Services Contracts) Exhibit
J, the construction documents released for the Design -Builder’s use and any change orders,
contract modifications or change directives that have been executed by the Department.
Section 1.3. Client Agency.
The governmental or quasi-governmental entity , represented by the Department,
requesting the Project.
Section 1.4. Construction Documents.
The final Drawings and Specifications, as prepared, sealed by the Design-Builder’s
architect in accordance with the law, and issued by the Design -Builder for the purpose of
obtaining bids from potential trade subcontractors and material suppliers for use in constructing
the Project.
Section 1.5. Construction Phase Services.
Services provided throughout the construction phase during which the Design -Builder
shall carry out the bulk of the construction and manage the completion of the design for the
Project, including construction administration services.
Section 1.6. Cost of General Conditions.
The Cost of General Conditions shall have the meaning set forth in Section 8.2 of this
Agreement.
Section 1.7. Contract Documents.
The term “Contract Project Document(s)” refers to one or more components of the Project
documents that comprise the Agreement between the Department and the Design -Builder,
Page 6 of 121
including any modifications or changes thereof, the drawings and specifications, and any
addenda to the RFP issued thereto.
Section 1.8. Design and Preconstruction Phase Services.
The services to be provided under Article 3 constitute the design & preconstruction phase
services to be performed by the Design-Builder.
Section 1.9. Drawings.
The drawings are the graphic and pictorial portions of the Contract Project Documents,
wherever located and wherever issued, showing the design, locations , and dimensions of the
Work, generally including plans, elevations, sections, details, schedule, and diagrams.
Section 1.10. Final Completion.
The point at which Substantial Completion has been achieved, all punch list items noted
at Substantial Completion have been completed and all Project documents the Design-Builder
is required to deliver to the Department as a condition to receiving final payment have been
delivered.
Section 1.11. Final Completion Date.
The date established in the Agreement by which the Design -Builder shall achieve Final
Completion. The Final Completion Date may be modified only by Change Order or Change
Directive in accordance with the Agreement.
Section 1.12. Fully Complete.
To undertake all of the Work necessary to fully construct and complete the Project and
execute all tasks necessary to obtain the final certificate of occupancy for the Project from the
District of Columbia; submit final lien releases from the Design -Builder and Subcontractors
and material suppliers; complete all punch list items to the Department’s approval and sign -
off; and cause all representations, warranties, and guarantees to be honored and otherwise fulfill
all of the requirements set forth in the Agreement.
Section 1.13. Guaranteed Maximum Price or GMP.
The maximum amount, including, but not limited to, the design-build fee and the Cost of
the Work, that will be paid to the Design-Builder to Fully Complete the Project as set forth in
Article 4. The Guaranteed Maximum Price (“GMP”) may be modified only by Change Order,
Contract Modification, or Change Directive in accordance with the Agreement. The GMP shall
be established in the GMP Amendment.
Section 1.14. Hazardous Material.
Hazardous Material includes but is not limited to, a ny toxic substance or hazardous
chemical defined or regulated pursuant to federal, state , or local laws relating to pollution,
treatment, storage or disposal of waste, or protection of human health or the environment. Such
laws include, without limitation, the comprehensive environmental response , Compensation
and Liability Act, the Resource Conservation and Recovery Act, the Clean Water Act, the
Clean Air Act, and laws relating to emission, spills, leaks, discharges, releases or threatened
releases of toxic material. The term Hazardous Materials shall also include petroleum and
petroleum bi-products.
Section 1.15. Notice to Proceed.
A written notice to proceed, signed by the Department’s Contracting Officer, directing
the Design -Builder to proceed with the Project or any portion of the Project (“Notice to
Proceed” or “NTP”).
Page 7 of 121
Section 1.16. Project Schedule.
The schedule for the Project (“Project Schedule”) agreed upon by the Department and the
Design-Builder. Such schedule shall include a baseline schedule as updated periodically by
the Design-Builder, approved by the Department. The Project Schedule shall not be changed
except by a Contract Modification, Change Order or Change Directive issued by the
Department’s CO or Contracting Officer. The Project Schedule shall be in a form and contain
such detail as may be agreed upon by the Parties.
Section 1.17. Self-Performed Work.
The parties hereby agree that “Self -Performed Work” means and shall encompass trade
work performed by employees of (1) the Design -Builder; (2) any entity that is a partner or
member of the entity comprising the Design-Builder; (3) any entity that controls, is controlled
by, or is under common control with the Design -Builder; or (4) any en tity that controls, is
controlled by, or is under common control with any entity that is part of the Design -Builder.
Self-Performed Work is distinguished from trade work p erformed by subcontractors
unaffiliated with the Design-Builder or the entities of which the Design-Builder is comprised.
Section 1.18. Services.
The services to be provided pursuant to the Agreement which shall include the Design &
Preconstruction Phase Services and the Construction Phase Services necessary to deliver the
Project.
Section 1.19. Specifications.
The Specifications are that portion of the Contract Project documents consisting of the
written requirements for materials, equipment, construction systems, standards and
workmanship for the Work, and performance of related services.
Section 1.20. Standard Contract Provisions.
The District of Columbia Department of General Services Standard Contract Provisions,
General Provisions (Construction Contract s and Architectural/Engineering Services
Contracts), as amended, is attached hereto as Exhibit J and incorporated herein.
Section 1.21. Subcontractor.
Any person, natural or legal, to whom the Design -Builder delegates the performance of
any portion of the Work required by the Agreement. The term “Subcontractor,” used without
a qualifier, shall mean a subcontractor in direct contractual privity with the Design -Builder.
“Subcontractors at all tiers” shall mean not only those Subcontractors in direct contractual
privity with the Design -Builder and not the Department , but also those performing Work
pursuant to sub -subcontracts, and so on. “Subcontractors” shall include both those who are
retained to perform labor only and those who are retained both to perform labor and to supply
material or equipment. “Subcontractors” shall also include design professionals who are not
the Design-Builder’s employees and t o whom the Design -Builder delegates any part of its
responsibilities under the Agreement, except that references to “trade Subcontractors” shall
exclude design professionals.
Section 1.22. Substantial Completion.
Substantial Completion shall mean that all of the following have occurred: (1) the
construction and installation work have been completed with only minor punch list items
remaining to be completed; (2) a temporary certificate of occupancy and all other req uired
permits or approvals have been obtained; (3) all Operation and Maintenance Manuals have
been finalized, submitted, and approved ; all Operations and Maintenance Manuals shall be
submitted to the Department six months prior to Substantial Completion; (4) required trainings
Page 8 of 121
per Turnover Manual have been scheduled within thirty (30) days of the Substantial
Completion Date; the Design-Builder shall provide final videotaped recordings within thirty
(30) days of the Substantial Completion Date ; (5) Draft Warranties have been submitted and
approved; all clean -up required by the Agreement has been completed; (6) the Project has
obtained DC Department of Health approval of the kitchen and health suite , if applicable; (7)
the Project site has been deep cleaned and cleared of any debris; (8) the Project is ready for the
Department and Client Agency to use it for its intended purpose; ( 9) all equipment, supplies,
materials and items to be installed have been installed in accordance with the manufacturer’s
specifications and industry standards and have undergone and passed the requisite testing and
inspections. “Minor punch list items” are defined for this purpose as items that, in the
aggregate, can be completed within thirty (30) days without interfering with the Department or
Client Agency’s normal use of the Project ; and (10) commissioning is complete, and a final
punch list is documented with completion dates established.
Section 1.23. Substantial Completion Date.
The date established herein by which the Design -Builder shall achieve Substantial
Completion. The Substantial Completion Date may be modified only by Change Order ,
Contract Modification, or Change Directive in accordance with the Agreement.
Section 1.24. Work.
The term “Work” refers to any and all work done in the performance of the services
necessary, at any and all phases of the Agreement, to Fully Complete the Project.
Page 9 of 121
GENERAL PROVISIONS
Section 2.1. Letter Contract
The Parties acknowledge that certain of the investigation, design , and preconstruction
activities described in Article 3 of this Agreement were performed pursuant to the Letter
Contract between the Parties dated September 25, 2023 . Pursuant to the terms of the Letter
Contract, upon execution of this Agreement by the Department (the “Agreement Effective
Date”), the Letter Contract shall automatically terminate and shall merge into and be
superseded by this Agreement. The Parties agree that any services provided or work performed
pursuant to the merged Letter Contract, and prior to the Agreement effective Date, shall be
governed by the terms and conditions of this Agreement.
Section 2.2. Term and Termination
The period of performance under this Agreement shall commence from the date of
execution of the Letter Contract by the Department and shall terminate upon the expiration of
the Administrative Term or upon termination by the Department pursuant to Articles 5 and 6
of the Standard Contract Provisions (Construction Contracts) and Article 8 of the Standard
Contract Provisions (Architectural & Engineering Services Contracts).
Section 2.3. Relationship of Parties.
The Design-Builder accepts the relationship of trust and confidence established with the
Department by this Agreement, and covenants with the Department to furnish the Design -
Builder’s reasonable skill and judgment and to cooperate with the Program Manager in
furthering the interests of the Department. The Design -Builder shall use its best efforts to
perform the Work and complete the Project in an expeditious and economical manner
consistent with the interests of the Department. The Department shall endeavor to promote
harmony and coope ration among the Department, Design -Builder, Program Manager, and
other persons or entities employed by the Department for the Project. In performing its duties
under this Agreement, the Design -Builder shall at all times use the standard of care used by
Design-Builders that construct projects similar to the Project in type, size , and scope in large,
urban areas. Whenever the term “competent” is used herein to describe the Design -Builder’s
actions or duties, that term shall refer to the level of competence customarily possessed by
those Design-Builders that construct projects similar to the Project in type, size , and scope in
large, urban areas.
Section 2.4. Confidentiality of Information
The Design-Builder shall assure and keep all information and data obtained throughout
the performance of the Project whether related to the Agreement, the Work in all of its aspects,
the Department, and the Department’s employees confidential, during and following the term
of the Agreement and shall not use the information in connection with any other matters; nor
shall it disclose any such information to any other person, firm or corporation, unless disclosure
is required pursuant to a court order, subpoena or other regulatory authority. The Design -
Builder shall not be divulged o f confidential information without the individual’s and the
Department’s written consent and only in accordance with the District’s or Federal
government’s laws, codes and regulations. The Design-Builder and any Subcontractors who
utilize, access, or store personally identifiable information as part of the performance of this
Agreement are required to safeguard this information and immediately notify the Department
of any breach or suspected breach in the security of such information. The Design-Builder and
all Subcontractors shall allow the Department to both participate in the investigation of
incidents and exercise control over decisions regarding external reporting. The Design-Builder,
Page 10 of 121
Subcontractors, and their respective employees working on this Project may be required to sign
a confidentiality statement.
Section 2.5. Project Description.
The Design-Builder shall provide design-build services required for a fully modernized
facility of Leckie Education Campus , located at 4201 Martin Luther King Jr. Avenue SW,
Washington, DC 20032 . The Project includes full design and construction services for an
approximately 14,500 square feet addition to the existing Leckie Education Campus. The
Design-Builder shall design and construct a new addition to best execute the school’s
programmatic needs. The Department anticipates adding a new 2-story addition to the existing
4-story brick building built 1970 to replace the temporary trailer complex. However, the
existing trailer complex cannot be taken offline during the construction of the Project but will
be removed as part of this Project. The Design-Builder shall coordinate and advise on a design
that is most advantageous to add a new addition that is aligned with the DCPS Educational
Specifications.
Generally, the Design-Builder’s responsibilities shall include, but will not be limited to,
the following:
a) To confirm the design and construction of the Project in accordance with the Contract
Documents.
b) To provide all design, construction, and construction management services necessary
to implement the goals of the Project , inclusive of, but not limited to, the following:
civil, architectural, electrical, structural, and mechanical design services as required for
the Project; construction management services inclusive of budgeting, value
engineering (“Value Engineering”), sc heduling, Project phasing, Project
administration, management and coordination of subcontractors.
c) To conduct subsurface investigation work if and as required for the Project.
d) To furnish and provide all materials, management, personnel, equipment, hazardous
material abatement, supervision, labor , and other services necessary to complete the
Project.
e) To provide the necessary design, consultants , and documentation for all permitting,
zoning, historic preservation, and US Commission of Fine Arts approvals.
f) To provide move coordination and logistics support for the Project.
g) To confirm the design and construction meet the requirements of Appendix Z of the
2017 DC Energy Conservation Code and can be certified Net Zero Energy through the
International Living Future Institute’s (“ILFI”) Zero Energy Building program or U.S.
Green Building Council’s (“USGBC”) LEED Zero program.
h) If applicable, the Design-Builder shall obtain Chapter 2 and Chapter 3 permits from the
Department of Energy and Environment (“DOEE”) prior to the installation of a boiler.
The Design -Builder shall provide the Department with a GMP based on the Design
Development Documents. In addition to this Early Start Agreement, the District anticipates a
subsequent GMP package. The process by which the GMP will be formed is more fully
described in this Agreement. Construction and construction administration services for early
authorized work may also occur.
During the Construction Phase, the Design -Builder shall construct the Project and
provide construction administration services . During the Construction Phase, the Design -
Builder shall be required to cause the Work to be completed in a manner consistent with the
design documents and phasing plan approved by the Department and shall provide all labor,
Page 11 of 121
materials, insurance, bonds , and equipment necessary to fully complete the Project in
accordance with the drawings, specifications, Project Schedule, and Project Budget that are
issued for the Project. The Design-Builder shall be responsible for paying for and obtaining all
necessary permits and to pay all necessary fees for utility connections and the like.
Section 2.6. Program Manager.
The Department has engaged a Program Manager to provide certain program
management functions. Such Program Manager shall, at all times, be acting solely for the
benefit of the Department, not the Design-Builder. The Design-Builder hereby acknowledges
and agrees that only a duly authorized and designated Contracting Officer shall have the
authority to issue Change Orders , Contract Modifications, or Change Directives on the
Department’s behalf. As of the date that this Agreement is executed, the Department’s
duly authorizing Contracting Officers are set forth in Exhibit I.
Section 2.7. General Description of Design-Builder’s Duties.
Generally, the Design-Builder shall perform the Services in a professional workmanlike
manner. The Design-Builder shall supply and furnish at the location where the Work is to be
performed all design service, labor, materials, equipment, tools, services, and supervision, and
shall bear all items of expen se, necessary to complete and satisfactorily perform this
Agreement, except such items that the Department, in this Agreement, specifically agrees to
supply or furnish to or for the use of Design -Builder. Any labor, materials, equipment, tools,
services, or supervision not specifically described in this Agreement, but which may be fairly
implied as required thereby or necessary to properly complete the Work, shall be deemed
within the Scope of the Work and shall be provided by the Design-Builder at Design-Builder’s
sole expense.
The Design -Builder will be required to work with the Department and the Project
stakeholders through a collaborative design process to advance the programmatic ed specs to a
fully realized Project in accordance with the available Project budget. The Design-Builder will
be required to engage in extensive pre -design and preconstruction efforts to ensure that the
design is developed in a manner consistent with the Department’s goals for the Project (e.g.,
programmatic, budgetary, schedule, and quality); to develop a comprehensive Project phasing;
to solicit competitive trade bids for the construction work and to develop an acceptable
guaranteed maximum price and corresponding scope and schedule for the work , and to
implement the requisite construction and other work necessary no later than the Substantial
Completion Date. The Design -Builder will be required to provide move coordination and
logistics support. The Design-Builder shall be responsible for all items of cost except for those
items set forth in Section 9.7 of this Agreement and will be required to provide a “turn -key”
Project ready for occupancy by DCPS.
Section 2.8. Warranties and Representations
Section 2.8.1 All disclosures, representations, warranties, and certifications the Design-
Builder makes in its proposal in response to the RFP shall remain binding and in effect
throughout the term of the Agreement. The Design -Builder reaffirms that all such
disclosures, representations, warranties, and certifications are true and correct.
Section 2.8.2 If any disclosure, representation, warranty or certification the Design -
Builder has made or makes pursuant to the RFP or the Agreement, including, without
limitation, representations concerning the Design -Builder’s construction or design
experience and qua lifications, claims or litigation history or financial condition, is
Page 12 of 121
materially inaccurate, that shall constitute a material breach of the Agreement, entitling
the Department to any and all available remedies.
Section 2.8.3 The terms and conditions of this Section 2.8 shall apply during both the
Design & Preconstruction and Construction Phases.
Section 2.9. Responsibility for Agents and Contractors.
At all times and during both the Design & Preconstruction and Construction Phases, the
Design-Builder shall be responsible to the Department for any and all acts and omissions of
the Design -Builder’s agents, employees, Subcontractors, Sub -Subcontractors, m aterial
suppliers, laborers, and agents and employees of the Subcontractors, Sub -Subcontractors,
material suppliers, and laborers performing or supplying Work in connection with the Project.
Section 2.10. Building Information Modeling (BIM).
BIM is required to be used throughout the lifecycle of the Project, including all Project
phases from Project planning and concept design through construction, as -built, and into
facilities management. The BIM requirements are provided as Exhibit S. It is expected by the
Department that all team members are to be committed to the use of BIM in the Project, share
their ideas of BIM expertise with the team, provide BIM data as requested by other team
members, look for cost savings and schedule improvements during the entire Project duration,
and endeavor to leave as a legacy a fully updated, as-built, facility management ready building
information model.
Page 13 of 121
DESIGN-BUILDER’S DESIGN & PRECONSTRUCTION SERVICES
Section 3.1. Preconstruction Services.
During the design and preconstruction phase, the Design -Builder, in consultation with
the Department, shall (i) develop a conceptual plan and cost estimates; (ii) develop a draft final
conceptual site plan/response and cost estimate; (iii) prepare and submit soft and hard copies
of the complete set of 35% Schematic Design Documents; (iv) prepare and submit soft and
hard copies of the complete set of 60% Design Development Documents, Specifications and
Design-Builder’s cost estimate and schedule; (v) prepare soft and hard copies of the complete
set of 95% Construction Documents, Specifications and Design -Builder’s cost estimate and
schedule; (vi) review existing condition assessment and recommendation , and (vii) obtain all
necessary building permits to support the Project Schedule.
Without limiting the generality of the foregoing, during the Preconstruction Phase, the
Design-Builder shall: (i) work with its Architect and any design consultants to advance the
design for the Project in consultation with the Client Agency, the Department, and its Program
Manager; (ii) obtain bids from trade subcontractors to perform the work described in the Design
Development Documents and provide bid tabulations to the Department; (iii) engage in any
Value Engineering and scoping exercises necessary to return the cost of the work to the Project
Budget; (iv) engage in preconstruction activities, including identifying any long-lead items; (v)
develop a GMP proposal for the Project; and (vi) enter into a GMP for the Project. Throughout
the Design & Precons truction Phase, the Design -Builder shall schedule and attend regular
meetings with the Department, the Program Manager, and the Design -Builder’s
Architect/Engineer.
Section 3.1.1. Building System Assessment.
If requested by the Department, within fourteen (14) days after the Preconstruction
NTP is issued, the Design-Builder shall conduct an assessment report of the building
systems and submit a written report to the Department that assesses whether the
existing building systems can accommodate the new space or it additional systems
need to be added as part of this addition. Such report shall take into consideration the
nature of this Project and the p roposed educational specifications (“Educational
Specifications” or “Ed Spec s”). This report sh all assess all of the buildin g’s key
systems, in cluding, but not limited to HVA C, kit chens, roof, windows, electrical,
lighting, audiovisual equipment, intercom, fire alarms, and plumbing.
Section 3.1.1.1 Baseline Schedule. Within ten (10) days after the Preconstruction NTP
is issued, the Design -Builder shall prepare and submit a Baseline Schedule for the
Project (the “Baseline Schedule”). The Baseline Schedule shall be subject to review
and approval by the Department , and the Design -Builder shall incorporate such
adjustments to the Baseline Schedule as may be requested by the Department. The
Baseline Schedule shall be prepared in a critical path method (“CPM”) in a sufficient
level of detail to permit the Department and the Design-Builder and any other affected
parties to properly plan the Project. The Baseline Schedule shall show: (i) key design
milestones and b id packages; (ii) release dates for long-lead items; (iii) release dates
for key subcontractors; and (iv) Substantial and Final Completion Dates. The Baseline
Schedule shall include durations and logic ties for all relevant Project activities. The
Baseline Schedule must also be submitted in Primavera 6 native format and shall be
updated by the Design-Builder, at a minimum, on a bi-weekly basis. In addition to the
bi-weekly Project schedule, a weekly 3-week look ahead schedule shall be required.
Page 14 of 121
The Project schedule is attached hereto as Exhibit B.
Section 3.1.1.2 Concept Design. No later than 12 weeks after the Preconstruction NTP
is issued, the Design -Builder shall prepare and submit a proposed concept design the
Ed Spec. As part of the concept design phase, the Department requires three (3) concept
options or alternatives. Each of the concept designs shall contain at least the level of
detail contemplated in industry best practices for a concept design. The design submittal
shall specifically identify any deviations from the Educational Specifications and shall
explain the rationale and cost implications associated with such deviation s. The
Department shall have the right to disapprove the concept design submittal for any
reason. Following the re view of the concept design submissions by DCPS and the
Department, the Department shall approve a final concept design. The Design -Builder
shall make revisions to the concept design submission as necessary to incorporate
comments, feedback, and other directions provided by DCPS and the Department. The
Design-Builder’s pricing shall assume that such revisions will be required, and such
revisions shall not entitle the Design -Builder to additional compensation . The
requirements for the Concept Design are referenced in Exhibit W.
Section 3.1.1.3 Preliminary Budget Estimate. Concurrently with the delivery of the
concept design, the Design-Builder shall submit a detailed cost estimate of the proposed
design (such estimate, the “ Preliminary Budget Estimate”). With regard to building
systems (i.e. roofs, doors, HVAC, security, IT, etc.), the Preliminary Budget Estimate
shall be prepared on a “system” basis that identifies the key building systems or
functions and allocates an estimated cost for each such system. The Design-Build Fee,
the cost of general conditions, and contingencies shall be broken out into separate line
items. The primary purpose of the Preliminary Budget Estimate is to aid the Department
and the Client Agency in understanding the costs associated with key elements of the
Project to better prioritize and manage the use of the funding allocated to this Project.
All estimates shall be broken out into three categories: renovation, new construction,
and site work, where applicable.
Section 3.1.1. 4 Baseline Budget and Program. The Department shall provide the
Design-Builder with a baseline budget and program and comments on the concept
design. Such approval shall be provided (or signed by) the Department’s Deputy
Director for Capital Construction (the “Deputy Director”). In the event the Design -
Builder does not receive such approval within fourteen (14) days after submitting the
Preliminary Bud get Estimate, it shall so advise the Program Manager (“ PM”), the
Deputy Director, and the Contracting Officer in writing of such failure and request
direction. If the Design-Builder fails to provide such notice, the Design-Builder will be
proceeding at its own risk and will be responsible for any redesign costs associated with
budget revisions.
Section 3.1.1.5 Construction Management Plan. The Design -Builder shall submit
draft of its construction management and project phasing plan (“Construction
Management Plan”) within fourteen (14) days after the Preconstruction NTP is issued
to include, but is not limited to, noise control, hours for construction and deliveries,
truck routes, trash and debris removal plan, traffic, and parking control,
communications procedures, emergency procedures, quality control procedures, dust
control, public street cleaning, and repair, planned occupancy of public ways, erosion
control, tree protection plan, vibration monitoring, existing and adjacent building
surveys plan, temporary fire protection measures, Project signage, pest control,
Page 15 of 121
construction staging plan, and construction logistics plan.
Section 3.1.1.6 Disincentive Fee for Failure to Timely Provide Deliverables . The
Design-Builder acknowledges that the Department is engaging the Design -Builder to
provide an extensive level of preconstruction support services to minimize the potential
for cost overruns, schedule delays , or the need for extensive Value Engineering/re -
design late in the Project and that the deliverables required under this Section 3.1 are
key to identify the value of such services. In the event the Design -Builder fails to
deliver any of the deliverables required in Section 3.1 (and unless such failu re is the
result of any event of Force Majeure), the Design -Builder shall be subject to a
disincentive fee in the amount of Five Thousand Dollars ($5,000.00) plus Five Hundred
Dollars ($500) per day after receiving written notice from the CO of failure to submit
such deliverables.
Section 3.1.1 .7 Additional Preconstruction Services. In addition to those items
enumerated above, the Design -Builder shall provide such preconstruction services as
are necessary to properly advance the Project. These services shall include but are not
limited to, scheduling, estimating, shop-drawings, the ordering of long-lead materials,
condition assessments, conservator studies, archeological studies, recommended
testing, additional geotechnical testing, and monitoring of historic assets.
Section 3.1.2 Reserved
Section 3.1.3 Design Services; Design Reviews.
The Design-Builder shall meet with the representatives of the Department and Client
Agency throughout the Design & Preconstruction Phase as the design progresses in
order that these representatives and other stakeholders can have input in and approve
the design direction at appropriate times. The Design -Builder shall ensure that the
design is developed in a manner consistent with the Project budget, i.e., designed-to-
budget, as well as the programmatic requirements set forth and attached hereto as
Exhibit A and the Department’s other requirements for the Project. The Project shall
be designed in such a way so as to achieve, at a minimum, LEED for SCHOOLS –
GOLD principles. All Design Documents shall be prepared by the Design -Builder’s
duly licensed architects and engineers. The GMP basis documents and all interim
design submissions shall be subject to review and approval by the Department, and the
Design-Builder shall be required to revise these Project documents to address concerns
raised by the Department and/or other Project stakeholders, and such revisions shall not
entitle the Design-Builder to an increase in the Design Fee.
Section 3.1.3.1 Design Management. During the Design and Preconstruction Phase,
the Design-Builder, in consultation with the Department, shall (i) develop conceptual
plan and cost estimates; (ii) develop a draft final conceptual site plan/response and cost
estimate; (iii) prepare and submit and soft copies of the complete set of 35% Schematic
Design Documents; (iv) prepare and submit soft copies of the complete set of 60%
Design Development Documents, Specifications and Design -Builder’s cost estimate
and sc hedule; (v) prepare soft copies of the complete set of 95% Construction
Documents, Specifications and Design -Builder’s cost estimate and schedule; (vi)
review existing condition assessment and recommendation, and (vii) obtain all
necessary building permits to support the Project Schedule.
Without limiting the generality of the foregoing, during the Preconstruction Phase, the
Page 16 of 121
Design-Builder shall: (i) ) work with its Architect and any design consultants to advance
the design for the Project in consultation with the Client Agency, the Department, and
its Program Manager; (ii) obtain bids from trade subcontractors to perform the work
described in the Design Development Documents and provide bid tabulations to the
Department; (iii) engage in any Value Engineering and scoping exercises necessary to
return the cost of the work to the Project Budget; (iv) engage in preconstruction
activities, including identifying any long -lead items; (v) develop a GMP proposal for
the Project; and (vi) enter into a GMP for the Project. Throughout the Design &
Preconstruction Phase, the Design -Builder shall schedule and attend regular meetings
with the Department, the Program Manager, and the Design-Builder’s Architect.
Between the time the Preconstruction NTP is issued and the time the GMP is accepted
by the Department, the Design-Builder shall use commercially reasonable best efforts
to ensure that: (i) the design evolves in a manner that is consistent with the Project
budget and programmatic requirements, as the same was defined and established by the
Department at the end of the concept design; (ii) the design work is properly
coordinated; and (iii) the required design deliverables are produced on or before the
dates contemplated in the Project Schedule. As part of this undertaking, the Design -
Builder shall provide the following:
Section 3.1.3.1.1 Schematic Design . The Design -Builder shall prepare a schematic
design that is a logical development of the approved concept design and is consistent
with the Project S chedule, Project B udget, and programmatic requirements. The
schematic design shall contain at least the level of detail contemplated in a schematic
design under industry best practices. The design submittal shall specifically identify
any deviations from the approved concept design and shall explain the rationale, cost ,
and time implications associated with such deviation. The Department shall have the
right to disapprove the schematic design submittal for any reason. The Design-Builder
shall provide maintenance and repair cost services for major design components and
mechanical, electrical, and plumbing (“MEP”) systems selected at the schematic design
phase, which includes conducting a 40 -year life cycle cost analysis, which includes a
detailed list of replacement costs, maintenance costs, an estimate of repair costs,
anticipated energy costs, and a list of other relevant life cycle costs. Following a review
of the schematic design submission by DCPS and the Department, the Design -Builder
shall make revisions to the schematic design submission as necessary to incorporate
comments, feedback, and other directions provided by DCPS and the Department. The
Design-Builder’s pricing shall assume that such revisions will be required, and such
revisions shall not entitle the Design -Builder to additional compensation. The
requirements and tasks for the Schematic Design are as referenced in Exhibit W.
Section 3.1.3.1.2 Schematic Budget Estimate Update. Concurrent with the
submission of the schematic design, the Design -Builder shall submit a budget update.
The budget update shall be submitted in the same format as the preliminary budget
estimate and shall show variations from the preliminary budget estimate. The Design -
Builder shall include a cost estimate and the Value Engineering analysis and detailed
recommendation for Project savings (even if the Project is not over budget). To the
extent the budget update shows an overrun from the approved budget, the Design -
Builder shall submit Value Engineering (not scope reductions, but true Value
Engineering that allows the design to meet all Project requirem ents within budget)
suggestions that would return the Project to budget. Only the Department shall have the
authority to increase the Project Budget, and absent such direction, the Deign -Builder
Page 17 of 121
shall proceed on the assumption that the budget remains as originally directed by the
Department.
Section 3.1.3.1.3 Constructability/Sole Source/Long-Lead Time Memorandum.
Concurrently with the schematic design budget estimate , the Design -Builder shall
prepare a memorandum identifying key construction concerns related to the Project.
Such memorandum shall: (i) assess the constructability issues related to the Project,
including site logistics; (ii) identify any items where the design is predicated on a single
manufacturer and, if so, identify at least two (2) comparable products; and (iii) identify
any long-lead delivery items that could adversely affect the schedule contemplated in
this Agreement. To the extent any such long-lead items are identified, the memorandum
shall make recommendations for addressing such items.
Section 3.1.3.1.4 Entitlements. The Design-Builder shall prepare, as part of the design
and pre -construction phase, such materials and make such presentations as are
necessary to obtain the required land use and entitlement approvals. Approvals may be
required from but not limited to (i) the Office of Zoning, (ii) Office of Planning (OP),
and (iii) the Commission of Fine Arts (CFA).
Section 3.1.4 Design Development Phase & Early Release Packages.
The Design-Builder shall prepare a set of design development documents (“Design
Development Documents”) that is a logical development of the approved schematic
design and is consistent with the Department’s schedule, budget , and programmatic
requirements. The Design Development Documents shall contain at least the level of
detail contemplated in industry best practices for design development documents. The
design submittal shall specifically identify any deviations from the approved schematic
design and shall e xplain the rationale and cost implications associated with such
deviation. The Design -Builder shall include a cost estimate and Value Engineering
analysis and detailed recommendation for Project savings (even if the Project is not
over budget). The Design-Builder shall provide maintenance and repair cost services,
which include conducting a 40-year life cycle cost analysis, which includes a detailed
list of replacement costs, maintenance costs, an estimate of repair costs, anticipated
energy costs, and a list of other relevant life cycle costs. The Design -Builder shall
further r efine and expand upon the Maintenance and Operations Plan that was
submitted in the Schematic Submission. The Department shall have the right to
disapprove the Design Development Documents submittal for any reason.
Section 3.1.4.1 Design Development Submission. The Design-Builder shall prepare
the design development submission for review and comment by the Client Agenc ies
and the Department. Such design development submission shall include the elements
and information listed below:
The design development submittal shall include at least, but not limited to, the
following:
a) Detailed and dimensioned plans, wall sections, building sections, and
schedules;
b) Draft Specifications for materials, systems, and equipment;
c) Complete code compliance analysis and drawing;
d) Space-by-space equipment layouts for key spaces. As part of the design
development phase, the Design -Builder and/or the Design -Builder’s architect
Page 18 of 121
and any design consultants shall confer with representatives from DCPS and the
Department regarding these layouts to confirm that they are acceptable to
DCPS;
e) A final design and layout for furniture, fixtures, and equipment;
f) An interior finishes schedule;
g) Preliminary designs for all building system upgrades, including low
voltage/AV/IT. With regard to HVAC systems, the submission should include:
(i) a detailed description of the proposed mechanical systems; (ii) their general
layout, including “Single-Line Diagrams” (aka “Riser Diagrams”); and (iii) any
required load calculations. The HVAC design solution would also include
preliminary layouts of other major components of the HVAC system, including
the type and location of energy recovery units (“ERUs”), variable air volume
(“VAV”) boxes, condensing units, and any related system appurtenances;
h) Updated LEED scorecard;
i) Present the design to CFA, OP, HPO, and other regulatory agencies as required;
j) Register the Project with the U.S. Green Building Council (“USGBC”) to obtain
LEED certification and pay all registration fees;
k) Register the Project with ILFI or USGBC for Net Zero Certification
l) Net Zero Energy Report that includes all recommended strategies applicable to
achieving a Net Zero Energy ready building.
m) Participate in SIT Meetings, and community meetings as required by
DGS/DCPS;
n) Coordinate with the DC HPO and other agencies, commissions, groups, etc., as
required to assess and determine historic and/or archeological significance and
requirements. Attend meetings and hearings if necessary;
o) Respond in writing to all DCPS and DGS comments on plans;
p) Prepare a presentation and provide a minimum of three (3) presentation boards
for each community meeting and present/display onsite. Presentation boards
shall be in full color and include at least four (4) 3 -D renderings; Presentations
shall also include a digital slide presentation;
q) Coordinate final utility plans as required;
r) Act as scribe for all design -related meetings. Distribute meeting minutes to all
attendees;
s) Baseline Schedule monthly updates in the format set forth in the RFP; and
t) Prepare and submit one (1) electronic copy in PDF of Design Development
Documents, including detailed specifications, Cost Estimate, and schedule to
the District staff for review and approval. (60% plan review). Components to
include, but are not limited to:
i. Site plans, paving layouts, traffic circulation, lighting, signage, and
utilities;
ii. Floor plans, Structural, Civil, Architectural, mechanical, electrical, and
plumbing (“MEP”), Fire Protection and landscaping, etc.;
iii. Exterior elevations, rendering and color palette;
iv. Building sections and details as required;
v. Interior elevations, casework and millwork elevations as required;
vi. Playground equipment, if applicable;
vii. Stormwater management;
viii. Food service or other equipment as required;
ix. LEED Information as appropriate;
x. WELL Score Card;
Page 19 of 121
xi. Final Draft of the “Percent for Art” Public Art Package to be used as the
scope for the Artists’ RFP;
xii. Cost Estimate;
xiii. Value Engineering analysis and detailed recommendation for Project
savings (even if the Project is not over budget);
xiv. Energy Report that includes all recommended strategies applicable to
achieving the energy consumption goals (EUI requirements);
xv. Maintenance and Operations Plan; and
xvi. Quality Control Plan.
Section 3.1.4.2 Early Release Packages / Long Lead Materials /Abatement &
Demolition.
Section 3.1.4.2.1 Abatement & Selective Demolition. Once the schematic design has
been approved, the Department may release the Design -Builder to commence
hazardous material abatement and interior demolition, or other early activities, as
applicable. It is envisioned that this work may be released in advance of the GMP.
Section 3.1.4.2.2 Long Lead Materials. The Department will release funding for long-
lead items once the Design Development Documents have been approved. If the
Design-Builder believes an earlier release is required in order to meet the Project
Schedule, it shall advise the Department and make a recommendation as to the
requested release date. Any decision to authorize an early funding release shall be made
by the Department in its sole and absolute discretion.
Section 3.1.4.2.3 Permits. The Design-Builder shall be responsible for preparing and
submitting all of the required permit applications that are necessary to complete the
Project. The Design-Builder shall develop a list of the required permits and shall track
the progress of all su ch permits through the review process. The Design -Builder shall
update the Department with the status of each permit that is required for the Project.
The Design-Builder shall engage such permit expediters as the Design -Builder deems
necessary or appropriate in light of the Project’s Schedule.
Page 20 of 121
Article 4 - FORMATION OF GMP PROPOSAL
Section 4.1. General.
During the Design & Preconstruction Phase, the Design-Builder shall cause the Design-
Builder’s Architect to prepare the design development documents, which will serve as the GMP
basis project documents (“ GMP Basis Project Documents ”). Based upon the GMP Basis
Project Documents, the Design -Builder shall propose a GMP (referred to as the “GMP
Proposal”), which shall be submitted in accordance with this Article. The Design -Builder
acknowledges and understands that the GMP Basis Project Documents will be incomplete at
the time it submits its GMP Proposal. Although complete construction Project Documents will
not be available and many details will not be shown on GMP Basis Project Documents or will
otherwise need to be adjusted, the GMP proposed in the Design-Builder’s GMP Proposal shall
be intended to represent the Design-Builder’s offer for the Final Completion of the Project. If
the Design-Builder’s GMP Proposal is acceptable to the Department, it shall be memorialized
in the form of an amendment to this Agreement (such amendment, the “GMP Amendment”).
Such amendment shall be in the form of Exhibit L attached hereto.
As part of the GMP Amendment, the Design -Builder shall certify that the GMP
established thereby (i) contains sufficient amounts to perform all Work necessary for the Final
Completion of the Project; and (ii) contains sufficient amounts to provide and const ruct any
items or facilities that are not contained in the GMP Basis Project Documents, but which are
necessary for a fully functioning facility that meets the programmatic requirements established
for the Project. The Design -Builder will further covenant and agree in the GMP Amendment
that it will perform all of the construction work necessary for the Final Completion of the
Project, including, without limitation, aspects of the Work that are not shown on the GMP Basis
Project Documents, but which are a lo gical development of the design intent reflected in the
GMP Basis Project Documents, for an amount not to exceed the Guaranteed Maximum Price.
Section 4.2. Review of GMP Basis Project Documents.
The Department has selected the Design -Builder, in large part, because of its special
expertise in constructing similar projects. Before submitting its Guaranteed Maximum Price,
the Design -Builder shall review the GMP Basis Project Documents for accuracy,
constructability, and completeness and shall bring such deficiencies to the attention of the
Department and shall cause its Architect to address any such deficiencies. To the extent that
any such deficiencies in the GMP Basis Project Documents could have been identified by such
review by a competent Design-Builder, such deficiencies shall not be the basis for a change in
the GMP or delaying the Project Schedule.
Section 4.3. Contingency.
The Cost of the Work shall include a contingency, which shall be a sum established by
the Department and the Design-Builder to cover, among other things, costs necessary to address
scope expansion that is a logical development of the design, issues arising from or as a result
of deficiencies in the GMP Basis Project Documents and other costs which are properly
reimbursable as Cost of the Work but not the basis for a Change Order, such as costs that were
not reasonably foreseeable as of the effective date of this Agreement, including such items as
emergencies, unforeseeable changes in market conditions for materials or labor, or subsurface,
soils or site conditions that were neither known nor reasonably discoverable as of the effective
date of the Agreement ( the “Contingency”). During the Construction Phase, the Design -
Builder shall keep the Program Manager and the Contracting Officer informed as to the status
of the Contingency and shall, at a minimum: (i) advise the Program Manager and Contracting
Page 21 of 121
Officer when draws reach 3% upon the contingency in a timely manager ; and (ii) provide the
Program Manager and Contracting Officer with running status of the Contingency balance at
least once every two (2) weeks.
Section 4.4. Trade Bids.
Section 4.4.1 . Subcontractors and Suppliers; Bidding Procedures. During the
Design & Preconstruction Phase, the Design -Builder shall seek to develop
subcontractor interest in the Project. Within fifteen (15) days after the completion of
the schematic design, the Design-Builder shall provide to the Department for its review
and approval a written submission on the proposed bidding procedures. Such
procedures shall include: (i) a list of proposed trade packages; (ii) a list of trade
subcontractors that will be invited to bid on each such package; and (iii) a narrative
description of the process. At least three (3) potential subcontractors shall be identified
for each trade package. A copy of this deliverable must be submitted to both the
Program Manager and the Contracting Officer. In the event the Department does not
approve the proposed bidding procedures within fifteen (15) days after its receipt, such
procedures shall be deemed approved unless the Department advises that such is still
under review.
Section 4.4.2 Bidding. Following the Department’s approval of the Design
Development Documents, the Design-Builder shall manage the trade bidding process
in accordance with the approved bidding procedures and shall use commercially
reasonable best efforts to solicit at least three (3) qualified and bona fide bids for each
trade package that has an expected value in excess of One Hundred Thousand Dollars
($100,000). Trade packages shall not be parceled, split , or divided to avoid the
$100,000 threshold. In addition to the information normally required in such bids, the
Design-Builder shall also require subcontractors to provide an estimate of the
percentage of labor hours performed in completing the subcontracted work that will be
performed by District residents. The Design -Builder shall carefully document its
procedures for making available bid packages to potential bidders, the contents of each
bid package, discussions with bidders at any pre -bid meetings, bidders’ compli ance
with bid requirements, all bi ds received, the Design -Builder’s evaluations of all bids,
and the basis for the Design -Builder’s recommendation as to which bidders should be
chosen. The Department shall be afforded access to all such records at all reasonable
times so that, among other things, it may independently confirm the Design -Builder’s
adherence to all requirements set forth in the Agreement, including, without limitation,
affirmative action requirements and subcontracting requirements.
Section 4.4.3 Bid Tab. As part of the negotiations leading up to the GMP, the Design-
Builder shall provide to the Department tabulations of the trade bids solicited and copies
of all trade bids. In general, the bid tab shall be presented in a tabular format that
compares the bids received and any other relevant information (i.e. exclusions, past
performance history, etc.). The bid tabulation shall include scope assessments and
identify the required leveling of the trade submitted. To the extent that the Design-
Builder’s award recommendation is based on scoping adjustments, the Design-Builder
shall clearly identify the scoping adjustment and the need for such adjustments. Such
bid tabulation shall include LSDBE utilization information in addition to pric e and
other information. Such bid tabulations as well as copies of the bids shall be submitted
to the Department’s Program Manager. The Design -Builder represents and warrants
that the bid tabs so submitted shall fairly represent the results of the subcon tractor
Page 22 of 121
bidding process and that the Design-Builder shall not misrepresent any such data to the
Department or its Program Manager.
Section 4.5. Value Engineering.
Based on the trade bids received, the Design -Builder shall prepare a written report of
suggested Value Engineering strategies necessary to reconcile the costs of constructing the
Project Budget, if necessary. The Design -Builder shall meet with the Department’s
representatives to discuss any Value Engineering and changes in the scope necessary to ensure
that the Department’s schedule and programmatic requirements are met and that the budget is
not exceeded. The Design -Builder shall cause the Design-Builder’s Architect to implement
and price any approved Value Engineering strategies.
Section 4.6. Basis of Guaranteed Maximum Price.
Based on the trade bids, the Design -Builder shall submit a GMP proposal to the
Department. The GMP Proposal shall include the following elements:
a) A list of drawings, specifications, addenda, general, supplementary, and other
conditions on which the GMP is based.
b) A list of unit prices and allowance items and a statement of their basis. The
Design-Builder shall include the following allowances: Permit Allowance
(including the cost for DOB’s Velocity Program) ($250,000.00), Utility
Allowance ($140,000.00), Public Space Improvements Allowance
($140,000.00), and Stormwater Retention Credit Allowance ($250,000.00).
c) Assumptions and clarifications made in preparing the GMP Proposal, noting, in
particular, any exclusions. The assumptions and clarifications shall take
precedence over the drawings and specifications. The Design -Builder shall
prepare a separate memorandum that highlights any differences between the
then approved drawings and the modifications made in the assumptions and
clarifications. Such memorandum shall specifically address any changes in the
Project aesthetics, functionality, or performance.
d) The proposed GMP, including a statement of the detailed cost estimate
organized by trade categories, allowances, contingency, and other items and the
fees that comprise the GMP.
e) An update to the Project’s schedule to which the Design -Builder will agree to
be bound. This update shall be prepared in the same level of detail and in the
same manner as the Baseline Schedule, and without any change, to the
Substantial and Final Completi on Dates unless approved by the Department’s
Contracting Officer.
f) A subcontracting plan setting forth the names and estimated dollar volume of
the work that will be performed by LSBDEs, as certified by the Department of
Small and Local Business Development, upon which the GMP is based.
g) A summary of Capital Cost vs Operating Cost Eligibility.
h) A list of Additive Alternates or Deductive Alternates with defined executable
dates, if any.
i) GMP and any Council Package cost estimate summary shall be broken down
into two categories as applicable: New Construction and Sitework.
j) Each GMP may include an agreed -upon sum as the Design -Builder’s
Contingency and the Owner contingency, each of which shall be identified as a
separate line item in the GMP's Schedule of Values.
A. Construction contingency
Page 23 of 121
i. The Design-Builder’s Contingency shall be utilized to compensate for
the increased Cost of the Work incurred by the Design -Builder due to
unforeseen circumstances relating to construction of that Project which
resulted in an unavoidable increase in costs, except when deemed the
responsibility of the Department in accordance with this Contract. If the
Design-Builder fails to include all of t he required scope of work in the bid
packages, Design-Builder Contingency may be used to purchase the omitted
scope, until the Design-Builder’s Contingency balance reaches zero or until
the balance equals the anticipated subcontractor modifications. All requests
to use the Design-Builder’s Contingency shall be submitted as a Request for
Change Order (“RCO”). Charges to the Design-Builder’s Contingency shall
not become due and payable until the RCO is approved in writing by the
Department’s Contracting Officer and becomes a Change Order. If the
Design-Builder’s Contingency reaches zero, any cost overruns o r charges
that could have been charged to the Design-Builder’s Contingency shall be
the sole responsibility of the Design-Builder.
ii. If bids are received below the applicable line items in the GMP, the
surplus will be added to the Design-Builder’s Contingency for that Project.
If bids exceed the agreed-upon line items in a GMP, the deficiency will be
charged to the Design -Builder’s Contingency for that Project, however,
such events shall not be cause to increase the GMP.
iii. Once all subcontracts anticipated by a GMP have been awarded,
including any self-performed work, the Department may require the Design-
Builder to reduce the Design-Builder’s Contingency to an amount as agreed
to by the parties to reflect the Design -Builder’s risk from that point in the
Project forward.
iv. Upon Final Completion of the Project, any remaining Design-Builder’s
Contingency, if any, shall be reduced to zero by a Contract Modification ,
and the Design-Builder shall have no entitlement to the balance.
B. Owner contingency
i. The Department retains the right to increase the GMP in lieu of charging
any cost to the Owner contingency. Any unused Contingency, whether
Department Contingency or the Design -Builder Contingency, shall be
reconciled to a zero balance via a Contract Mo dification upon Final
Completion.
ii. When the Design -Builder proposes to use the Owner contingency, the
Design-Builder shall prepare an RCO, identifying the amount sought to be
charged to the Owner contingency, the reasons why the amount should be
charged to that Contingency and demonstra ting to the satisfaction of the
Department that the costs to be incurred are necessary for the Work and are
the responsibility of the Department. At all times, the Design-Builder shall
avoid and mitigate Department Contingency costs whenever possible.
Before payment or as part of an audit, the Design -Builder and the
Department shall have authority to verify the actual costs incurred. No costs
may be charged to the Owner contingency until the RCO is approved in
writing by the Department and becomes a Change Order.
iii. The Owner contingency shall be an amount, determined by the
Department, which will be available to compensate the Design -Builder for
the increased Cost of the Work incurred by the Design -Builder due to a
Contract Modification or to other increases in the Cost of the Work which
Page 24 of 121
the Department determines, in its sole discretion, is its responsibility. The
Department may increase, decrease or eliminate the Owner contingency at
any time.
Section 4.7. Department Review of GMP Proposal.
The Design-Builder shall meet with the Department to review the GMP Proposal and the
written statement of its basis. In the event that the Department discovers any inconsistencies
or inaccuracies in the information presented, the Department shall promptly notify the Design-
Builder, who shall make appropriate adjustments to the GMP Proposal, its basis, or both.
Section 4.8. Department Acceptance of GMP Proposal.
The Department and the Design -Builder shall meet to negotiate the terms of the GMP
Proposal. If the GMP Proposal is acceptable to the Department, the Department shall submit
the resulting GMP Amendment to the Council for the District of Columbia. The GMP shall
be subject to review and approval by the Council for the District of Columbia in the event
it exceeds the previously approved contract value by more than $1 million. In such event,
the GMP shall not be effective until so approved . Please note that the Council submission
and approval timeline varies, and Offerors should plan for 60 -90 days on average for this
process, taking into consideration that the Council is not in session over the summer months.
Section 4.9. GMP Amendment.
In the event that an acceptable GMP Proposal is not developed and a GMP Amendment
is not executed, the Agreement will be terminated. In the event the Agreement is terminated
pursuant to this Section, the Department shall be free to use any of the Project documents and
information developed through the date of termination to retain a new contractor to complete
the Project. In such an event, the Design-Builder shall only be entitled to Fifty percent (50%)
of the Preconstruction Fee.
Section 4.10. Assignment Upon Failure to Reach GMP.
In the event that the Department and the Design-Builder are unable to agree upon a GMP,
the Department shall have the right to terminate this Agreement, and if requested by the
Department, the Design-Builder shall assign any trade subcontracts and its agreement with the
Design-Builder’s Architect to the Department upon such terms and conditions and at the time
requested by the Department. In such an event, the Design-Builder shall forfeit fifty percent
(50%) of the Preconstruction Fee.
Section 4.11. Certification.
As part of the GMP Proposal submitted in accordance with this Article, the Design -
Builder agrees to specifically acknowledge and declare that the Contract Project Documents
are sufficiently complete to have enabled the Design-Builder to determine the Cost of the Work
therein in order to enter into the GMP Amendment and to enable the Design -Builder to agree
to construct the Work outlined therein in accordance with applicable l aws, statutes, building
codes and regulations to the best of Design-Builder’s knowledge, and otherwise to fulfill all its
obligations hereunder. The Design -Builder shall further acknowledge that it has visited the
site, examined all conditions affecting the Work, is fully familiar with all of the conditions
thereon and affecting the sam e, and, has carefully examined all drawings and specifications
provided to it.
Page 25 of 121
Section 4.12. Unsafe Materials and Hazardous Materials
Section 4.12.1. The Design -Builder shall not bring, spill or release onto the site
asbestos, polychlorinated biphenyls (“PCBs”), or any other Hazardous Material that is
not customarily used in a facility of the type and similar to the Project, and shall bring
it to the Department’s attention any specification of such Hazardous Materials in the
Design D ocuments. If the Design -Builder believes that anything in the Agreement
would require that it use or bring onto the site asbestos, PCBs, or any Hazardous
Material that is not customarily used in a facility of the type and similar to the Project,
it shall immediately inform the Department and seek direction before proceeding.
Section 4.12.2. The Design-Builder shall abate and remove Hazardous Materials on or
within the site as necessary to complete the Work contemplated by this Agreement.
The Design -Builder shall comply with all laws, including, without limitation, the
requirements of the Environmental Protection Agency (“ EPA”) and all jurisdictional
agencies, as well as all laws relating to safety, health welfare, and protection of the
environment, in removing, treating, encapsulating, passivating, and/or disposing of
Hazardous Materials, including, but not limited to, removal, treatment, encapsulation,
passivation, and/or disposal of the Hazardous Materials. If any notices to governmental
authorities are required, the Design -Builder shall also give those notices at the
appropriate times. The Design-Builder shall ensure abatement subcontractors and disposal
sites are appropriately licensed and qualified.
Section 4.12.3. The Design -Builder shall be entitled to submit a change request in
accordance with Article 3 of the Standard Contract Provisions (Construction Contracts)
in the event the Design -Builder encounters Hazardous Materials beyond those
contemplated in the Contract Documents.
Section 4.12.4. The Design -Builder shall keep detailed records documenting Work
done so that the Department may independently verify compliance with all laws, the
number of units actually removed, treated, and/or disposed of, and the appropriate unit
price(s) applicable to the Work.
Page 26 of 121
Article 5 - CONSTRUCTION PHASE
Section 5.1. General.
The Construction Phase shall not commence until the Department issues a Notice to
Proceed for Construction Phase Services. The Design -Builder shall, through Subcontractors
or, with the written consent of the Department, with the Design-Builder’s own forces, perform
all of the Work necessary to construct the Project so that it is complete, safe, and properly built
in strict accordance with the approved Construction Project documents and the other
requirements of this Agreement. Without limitation, the Desi gn-Builder shall provide all of
the labor, materials, tools, equipment, temporary services, and facilities necessary to complete
the Project in accordance with the drawings, specifications, Schedule, and Budget that are
issued for the Project. The Design-Builder shall be responsible for paying for and obtaining all
necessary permits and paying all necessary fees for utility connections. The Work shall be
carried out in a good and workmanlike, first -class manner, and in a timely fashion. All
materials and equipment to be incorporated into the Project shall be new and previously unused
unless otherwise specified by the Department and shall be free of manufacturing or other
defects.
Section 5.1.1 Construction Administration . The Design -Builder, through its
Architect/Engineer, shall provide construction administration services to support the
construction phase of the Project.
The Work shall include, but is not necessarily limited to, the following:
a. Manage all aspects of the Project.
b. Manage weekly progress meetings. Site visits are included in the Design-Build Fee.
c. Provide completed Quality Control checklists for implementation of the Project.
d. Review and process shop drawing submissions, RFIs, etc.
e. Prepare meeting notes and records of decisions/changes made.
f. Conduct pre-closeout inspections.
g. Review closeout documents for completeness, such as As-Built Drawings based on the
Contractor’s red line drawings and/or coordinated set developed during the
subcontractor coordination process. As-Built Drawings should be transmitted to DGS
in hard copy, PDF, CAD, and BIM formats.
Section 5.1.2. Unrenovated Portions of the Structure.
In constructing the Project, the Design -Builder shall ensure that unrenovated portions
of existing structures, if any, including, but not limited to, the mechanical, plumbing,
electrical systems , and other building systems are not adversely affected. All
unrenovated portions of the structures should function, at a minimum, at the level of
functionality that existed immediately prior to the construction of the Project. If any
unrenovated portion of the Project functions at a lower level of functionality as a result
of the Design -Builder’s Work, the Design -Builder shall be back -charged the costs
incurred by the Department in addressing the decreased functionality.
Section 5.2. Design Completion.
Section 5.2.1 Mid-Point Construction Project Document Review.
Based on the approved Design Development Documents and any approved Value
Engineering, the Design -Builder shall prepare a set of Construction Documents. It is
contemplated that the Construction Documents will be issued in several different sets
Page 27 of 121
(i.e. architectural, electrical, mechanical, structural, etc.). As each such set reaches a
point where it is approximately fifty percent (50%) complete, the Design-Builder shall
prepare and submit a progress printing to the Department for its review and comment.
Section 5.2.2 Construction Project Document Review & Coordination.
The Design-Builder shall complete each of the Construction Documents packages in a
manner that addresses the concerns raised by the Department during the review
contemplated in Section 5.2.1 for such package. The Design-Builder shall issue one or
more sets of permit documents to the Department for its review and approval (“Permit
Set”). With regard to each such set, the Design-Builder shall highlight (or bubble) any
aspect of the design that represents a material deviation from the approved Design
Development Documents and shall address in a narrative format the impact, if any, such
departure shall have on the Project’s aesthetics, functionality or performance. The
Department shall have the right to disapprove the Construction Documents for any
reason. If t he Department disapproves of the Construction Documents, the Design -
Builder will not be entitled to any additional compensation. If, however, the Department
disapproves a Construction Document that is a logical extension of the approved Design
Development Documents, the Design-Builder will be entitled to an adjustment to the
GMP and/or the Project Schedule unless such a package departs from the Scope of
Work fairly reflected in the GMP Drawings and Specifications and in such event the
Design-Builder shall be required to prepare a revised design that complies with the
GMP drawings and specifications (“Drawing s and Specifications”) and without any
entitlement to an increase in the GMP or an adjustment of the Project Schedule.
Section 5.2.3. Code Review.
The Design -Builder shall submit the Permit Set to the DOB in order to obtain the
necessary building permits for the Project. The Design-Builder shall monitor the permit
process and shall incorporate any changes or adjustments required by the Code Official.
The Design-Builder shall also issue any such changes to the Department for its review
and approval. In this submittal, the Design-Builder’s Architect shall highlight (or
bubble) any aspect of the design that represents a material deviation from the permit set
Project documents and shall address in a narrative format the impact, if any, such
departure shall have on the Project’s aesthetics, functionality or performance.
Subsequent to obtaining the necessary building permits, the Design -Builder shall
prepare one or more sets of “ issued for construction Project documents” (the “IFC
Set(s)”).
Section 5.2.4. Design Changes.
If it should become necessary to amend any of the approved IFC Set(s), the Design -
Builder shall prepare an amendment to the drawings and shall submit such amendment
to the Department for its review and approval. In this submittal, the Design -Builder
shall highlight (or bubble) any aspect of the design that represents a material deviation
from the permit set documents and shall address in a narrative format the impact, if any,
such departure shall have on the Project’s aesthetics, functionality or performan ce. In
the event the Department does not approve such document within ten (10) business
days after issuance, unless otherwise denied, such document shall be deemed approved,
provided however that the Department has not advised that such document is still under
review.
Page 28 of 121
5.2.5 Third Party Contractors.
The Department will hire third party contractors for plan review and for testing and
material inspections. The Design-Builder shall coordinate and work with the Program
Manager and third-party plan reviewer during the building permit process.
Section 5.2.6 Final Maintenance and Operations Plan.
The Design-Builder shall submit, for the Department’s review, a final Maintenance and
Operations Plan. The Maintenance and Operations Plan shall be based on the final IFC
Set(s). The approved Maintenance and Operations Plan shall form the basis of the
Design-Builder’s maintenance of the building following Substantial Completion (if
applicable).
Section 5.3. Subcontracting and Administration
Section 5.3.1 It is contemplated that all or substantially all of the construction of the
Project will be carried out by trade Subcontractors and that those trade subcontracts will
be awarded through the competitive bid process contemplated in Section 4.4 The
Design-Builder shall enter into a written agreement with each subcontractor. The trade
subcontractors will be underwritten contracts with the Design -Builder. All
subcontracts and agreements for the supply of equipment or materials awarded for the
Project shall be fixed -price contracts unless otherwise expressly authorized by the
Department, in writing. It is underst ood and agreed, however, that certain trade
packages (such as the mechanical and electrical packages) may be awarded on a design-
assist or design-build basis and that such trade packages may be awarded on such other
basis subject to the Department’s consen t as to the bidding procedures and economic
structure with regard to those packages. The Design-Builder and its affiliates may not
carry out trade work with its own forces without the Department’s written permission,
which permission may be withheld or co nditioned by the Department in its sole and
absolute judgment.
Section 5.3.2 In addition to the open book reporting requirements set forth in Section
5.10, the Design -Builder shall provide to the Department a copy of all quotes or
proposals submitted by potential subcontractors.
Section 5.3.3 The Design-Builder shall develop a purchasing strategy to address the
expedited schedule and conditions of this Project and shall include appropriate
provisions in the subcontracts to minimize the cost impact associated with such
conditions. Such strategi es may include, but are not limited to (i) obtaining from
subcontractors unit price quotes for typical coordination items; (ii) setting aside
allowances for coordination work; and (iii) such other techniques as may be employed
by the Design-Builder.
Section 5.3.4 The Design-Builder shall carefully document its procedures for making
available bid packages to potential bidders, the contents of each bid package,
discussions with bidders at any pre -bid meetings, bidders’ compliance with bid
requirements, all bids received, the Design -Builder’s evaluations of al l bids, and the
basis for the Design-Builder’s recommendation as to which bidders should be chosen.
The Department shall be afforded access to all such records at all reasonable times so
that, among other things, it may independently confirm the Design-Builder’s adherence
to all requirements set forth in the Agreement including, without limitation, affirmative
action requirements and subcontracting requirements.
Page 29 of 121
Section 5.3.5 The Department may, in its sole discretion, reject any or all bids and
proposals received for any bid package, and may require the Design -Builder to obtain
new or revised bids or proposals.
Section 5.3.6 The Department may, in its sole discretion, direct the Design -Builder to
accept a bid from a qualified bidder other than the bidder to whom the Design -Builder
recommends award of a subcontract or supply agreement. If the Department chooses
this option, it shall issue a Change Order to the Design -Builder for any difference
between the cost of the subcontractor supply agreement awarded and the bid price of
the Subcontractor or supplier recommended by the Design -Builder, but without any
adjustment to the Design-Build Fee.
Section 5.3.7 The Department must approve all Subcontractors and suppliers. The
Department may elect to review the form of any subcontractor agreement with a
material supplier to ensure that such contract incorporates the contractual provisions
required by this Agreement.
Section 5.3.8 The Design-Builder must contract for the provision of all services and
materials for the Project (other than Self-Performed Work which must be authorized in
advance and in writing by the Department) via written subcontracts or, for contracts
requiring the provision of materials or equipment only, and not labor, via written supply
agreements. All subcontracts and supply agreements shall include the following
provisions:
Section 5.3.8.1 that, to the extent of the work or supply within the agreement’s scope,
the Subcontractor or supplier is bound to the Design-Builder for the performance of all
obligations which the Design-Builder owes the Department under the Agreement;
Section 5.3.8.2 that the Subcontractor or supplier is not in privity with the Department
and shall not seek compensation directly from the Department on any third -party
beneficiary, quantum meruit, or unjust enrichment claim, or otherwise, except as may
be permitted by any applicable mechanic’s lien law;
Section 5.3.8.3 that the Department is a third -party beneficiary of the subcontractor
supply agreement, entitled to enforce any rights thereunder for its benefit;
Section 5.3.8.4 that the Subcontractor or supplier consents to the assignment of its
agreement to the Department, at the Department’s sole option, if the Design-Builder is
terminated for default;
Section 5.3.8.5 that the Subcontractor or supplier shall comply immediately with a
written order from the Department to the Design-Builder to suspend or stop work;
Section 5.3.8.6 that the Subcontractor or supplier shall maintain records of all Work it
is requested or authorized to do on a time and material or cost-plus basis, or with respect
to claims that it has asserted on a time and materials or cost -plus basis, during the
Project and for a period of time specified in the General Conditions and requiring the
Subcontractor or supplier to make those records available for review or audit by the
Department during that time;
Page 30 of 121
Section 5.3.8.7 that the Subcontractor shall obtain and maintain, throughout the Project,
workers’ compensation insurance in accordance with the laws of the District of
Columbia (This provision is not applicable to supply agreements);
Section 5.3.8.8 that, if the Department terminates the Agreement for convenience, the
Design-Builder may similarly terminate the Subcontractor supply agreement for
convenience, and that the Subcontractor or supplier shall, in such a case, be entitled
only to the costs set forth in Article 6 of the Standard Contract Provisions (Construction
Contracts);
Section 5.3.8.9 that the Department shall have the right to enter into a contract with the
Subcontractor or supplier for the same price as its subcontractor supply agreement
priceless amounts already paid if the Design -Builder files a voluntary petition in
bankruptcy or has an involuntary petition in bankruptcy filed against it;
Section 5.3.8.10 that the Subcontractor or supplier shall not be entitled to payment for
defective or non -conforming work, materials , or equipment, and shall be obligated
promptly to repair or replace non-conforming work, materials, or equipment at its own
cost;
Section 5.3.8.11 a provision requiring that Subcontractors and suppliers promptly pay
Subcontractors and suppliers at lower tiers, imposing upon the Subcontractors and
suppliers a duty to pay interest on late payments, and barring reimbursement for interest
paid to lower-tier Subcontractors or suppliers due to a Subcontractor’s or supplier’s
failure to pay them in a timely fashion;
Section 5.3.8.12 a provision requiring that all Subcontractors at all tiers comply with
the provisions of Article 1 3 (Economic Inclusion Goals); provided, however, that the
Design-Builder may, in its reasonable discretion impose a different LSDBE
subcontracting goal on some or all of its Subcontractors; provided, further, however,
that nothing in this provision shall be deemed to excuse the Design-Builder from using
its best efforts to achieve the LSDBE subcontracting goal on an aggregate basis for the
Project;
Section 5.3.8.13 a provision which allows the Design -Builder to withhold payment
from the Subcontractor if the Subcontractor does not meet the requirements of the
subcontract;
Section 5.3.8.14 lien and claim release and waiver provisions substantially identical to
those in this Agreement.
Section 5.3.9 Within seven (7) calendar days of receiving any payment from the
Department that includes amounts attributable to Work performed or materials or
equipment supplied by a Subcontractor or supplier, the Design-Builder shall either pay
the Subcontractor or sup plier for its proportionate share of the amount paid to the
Design-Builder for the Subcontractor’s or supplier’s Work or materials or equipment
or notify the Department and the Subcontractor or supplier, in writing, of the Design -
Builder’s intention to withhold all or part of the payment and state the reason for the
withholding. All monies paid to the Design-Builder under the Agreement shall be used
first to pay amounts due to Subcontractors or suppliers supplying labor or materials for
the Project and only money remaining after such payments are made may be used for
other items such as the Design-Build Fee. Monies paid by joint check shall be deemed
Page 31 of 121
to have been paid fully to the Subcontractor or supplier named as a joint payee unless
the Department agrees otherwise in writing. Any interest paid to Subcontractors or
suppliers because the Design -Builder has failed to pay them in a timely fashion shall
not be reimbursable as part of the Cost of the Work.
Section 5.3.10 The Design-Builder shall not enter into any profit sharing, rebate, or
similar arrangement with any Subcontractor or supplier at any tier with respect to the
Project or the Work to be carried out for the Project.
Section 5.3.11 The Design-Builder shall not substitute or replace any subcontractor or
supplier approved by the Department without the Department's Contracting Officer and
DSLBD’s prior written consent.
Section 5.3.12 The Department has the right to contact Subcontractors or suppliers at
all tiers, or material or equipment suppliers directly to confirm amounts due and owing
to them or amounts paid to them for Work on the Project, and to ascertain from the
Subcontractors or suppliers at all tiers their projections of the cost to complete their
work or to supply their material or equipment, or the existence of any claims or disputes.
In doing so, the Department shall not issue any directions to Subcontractors or Suppliers
at any tier.
Section 5.3.13 If it comes to the Department’s attention that a Subcontractor or supplier
has not been paid in a timely fashion (other than for disputed amounts), and if the
Design-Builder fails to cure the problem within five (5) calendar days after the
Department gives it written notice of the failure to pay, the Department may make
payments to the Subcontractor or supplier and Design -Builder by joint check. If the
payment was already made to the contractor, the joint check be for future payments (if
any).
Section 5.3.14 The Design-Builder shall be required to provide an evaluation of each
of its subcontractors’ performance by completing and submitting to the Department the
Subcontractor Performance Evaluation Form set forth as Exhibit O, as follows:
(a) Within ninety (90) days of initiating the Construction Phase; and
(b) Within thirty (30) days after the Final Completion of the Project.
Section 5.3.15 The Design-Builder shall be required to provide the Contracting Officer
a certificate of insurance for each subcontractor before such subcontractor begins work.
Section 5.4 Weekly Progress Meetings & Schedule Updates.
The Design-Builder shall schedule and conduct, at a minimum, weekly progress meetings
following the Design -Builder’s generated agenda at which the Department, the Design-
Builder’s Architect, the Program Manager, the Design-Builder, and appropriate Subcontractors
can discuss the status of the Work. The Design -Builder shall prepare and promptly distribute
meeting minutes. In addition, the Design -Builder shall submit bi -weekly schedule updates
which shall reflect actual conditions of Project progress as of the date of the update. The update
shall reflect the actual progress of construction, identify any developing delays, regardless of
their cause, and reflect the Design -Builder’s best projection of the actual date by which
Substantial Completion and Final Completion of the Project will be achieved. Via a narrative
statement (not merely a critical path method schedule), the Design -Builder shall identify the
causes of any potential delay and state what, in the Design -Builder’s judgment, must be done
Page 32 of 121
to avoid or reduce that delay. The Design-Builder shall point out, in its narrative, changes that
have occurred since the last update, including those related to major changes in the scope of
work, activities modified since the last update, revised projec tions of durations, progress, and
completion, revisions to the schedule logic or assumptions, and other relevant changes. Any
significant variance from the previous schedule or update shall also be identified in a narrative,
together with the reasons for the variance and its impact on Project completion. All Schedule
updates shall be in a native format reasonably acceptable to the Department (e.g., Primavera).
The Department may make reasonable requests during the Project for changes to the format or
for further explanation of the information provided. Submission of updates showing that
Substantial Completion or Final Completion of the Project will be achieved later than the
applicable scheduled completion date shall not constitute requests for an extension of time and
shall not operate to change the scheduled completion date(s). The Department’s receipt of, and
lack of objection to, any scheduled update showing Substantial Completion or Final
Completion later than the dates agreed upon in the Project Schedule shall not be regarded as
the Department’s agreement that the Design -Builder may have an extension of time, or as a
waiver of any of the Depar tment’s rights, but merely as the Design -Builder’s representation
that, as a matter of fact, Substantial Completion or Final Completion of the Project may not be
completed by the agreed-upon date in the Project Schedule. Changes to the scheduled
completion dates may be made only in the circumstances and only by the methods set forth in
this Agreement.
Section 5.5. Written Reports.
The Design-Builder shall provide written reports to the Department on the progress of
the entire Work at least monthly from Preconstruction Notice to Proceed until the Final
Completion of the Project. The monthly report shall include: (i) an updated schedule analysis,
including any plans to correct defective or deficient work or recover delays; (ii) an updated
cost report; (iii) a monthly review of cash flow; (iv) a quality control report; and (v) progr ess
photos. Such written report shall include the following elements:
Section 5.5.1 Construction Progress Update. Each monthly update shall contain a
narrative description of the Project progress and a critical path method schedule in
Primavera format, including any plans to correct defective or deficient work or for time
lost due to delays.
Section 5.5.2 Cost Update. The monthly update shall reflect, by Guaranteed
Maximum Price line item, the original line -item amount, approved, pending, and
projected Change Order amounts, the cost incurred to date, the projected cost to
complete the Work of the line item, and any variance between the actually approved
budgeted balance of the line item and the projected cost to complete. A clear distinction
must be made between approved Change Orders and those merely req uested or
anticipated. The report shall explain all variances including “buy -outs” or final actual
costs including those below their respective Guaranteed Maximum Price line item. In
addition, the report must disclose any instances in which the Design -Builder has
transferred amounts from one line item to another, or from the Contingency to any other
line item. Neither submission nor the Department’s failure to reject an update reflecting
that the projected cost to complete the Project exceeds the Guaranteed Maximum Price
will operate to increase the Guaranteed Maximum Price or waive the Department ’s
right to enforce the Guaranteed Maximum Price. If the report reflects budget overruns,
it must also include a recovery plan.
Page 33 of 121
Section 5.5.3 Economic Inclusion Report. The monthly report shall include a detailed
summary of the Design -Builder’s efforts and results with respect to the economic
inclusion goals set forth in this Agreement. Such report shall be in a format acceptable
to the Department and shall include, at a minimum: (i) the Design -Builder’s overall
performance with respect to the goals; (ii) a listing of subcontracts and agreements with
material suppliers during the month and the percentage of those subcontracts and
agreements with material suppliers awarded to LSDBEs; (iii) a listing of subcontracts
during the month and the estimated percentage of the labor hours to be worked by
District of Columbia residents pursuant to those subcontracts; and (iv) a description of
the major subcontracting and supply opportunities that will be solicited during the next
three (3) months and the actions being taken to meet the subcontracting goals.
Section 5.5.4 Cash Flow Update. If there have been any changes to the anticipated
cash flow for the Project, such changes shall be disclosed and explained in the monthly
report. If there are no such changes, the report shall so state.
Section 5.5.5 Quality Assurance Report. The monthly report shall include a detailed
summary of the steps that are being employed to ensure quality construction and
workmanship. Each report shall specifically address issues that were raised by the
Department and/or its Program Manager during t he prior month and outline the steps
that are being taken to address such issues.
Section 5.5.6 Progress Photos. The monthly report shall include updated progress
photos that shall detail changes in the Work during the month. The Design-Builder shall
also maintain a daily log containing a record of weather, Subcontractors working on the
site, number of workers, major equipment on the site, Work accomplished, problems
encountered, and other similar relevant data as the Department may reasonably require.
The log shall be available to the Department, the Design-Builder’s Architect, and the
Program Manager, and on a monthly basis , a copy of the log shall be submitted to the
Department.
Section 5.6. Cost Control System.
The Design-Builder shall use a system of cost control for the Work in a format consistent
with the GMP Drawings & Specifications and approved by the Department, which shall
include, without limitation, regular monitoring of actual costs for activities in p rogress and
estimates for uncompleted tasks and proposed changes. The Design-Builder shall identify
variances between actual and estimated costs and report the variances to the Department, the
Design-Builder’s Architect, and the Program Manager at regular intervals.
Section 5.7. Key Personnel.
Section 5.7.1 To carry out its duties, the Design -Builder shall provide at least the key
personnel identified in Exhibit F to this Agreement (“Key Personnel”), who shall carry
out the functions identified in Exhibit F. Among other things, the Key Personnel shall
include:
A - Key Personnel of the Design-Builder:
i. Project Manager;
ii. Superintendent; and
iii. Project Executive.
Page 34 of 121
B - Key Personnel of the Design-Builder’s Architect/Engineer
i. Project Manager;
ii. Project Architect;
iii. Principal in Charge;
iv. Lead Mechanical Engineer; and
v. Lead Envelope Consultant.
It is contemplated that these Key Personnel will work from the design stage, purchasing,
and throughout the bulk of the fieldwork. The Design-Builder’s obligation to provide
adequate staffing is not limited to providing the Key Personnel but is determined by the
needs of the Project. The Design -Builder shall not replace any of the Key Personnel
without the Department’s prior written approval. If any of the Key Personnel become
unavailable to perform services in connection with the Agreement due t o death,
disability, or separation from the employment of the Design-Builder or any affiliate of
the Design-Builder, then the Design -Builder shall promptly notify the Department’s
Contracting Officer and propose a replacement acceptable to the Department. The
Department shall be entitled to complete information before approving such
replacement, including, but not limited to, a current resume of the proposed replacement
to include qualifications and experience.
Section 5.7.2 Certain members of the Design-Builder’s Key Personnel shall be subject
to a replacement fee for their removal or reassignment by the Design -Builder. Those
members of the Design-Builder’s Key Personnel subject to a replacement fee shall be
identified in Exhibit F as subject to the replacement fee provisions. In the event there
is no delineation in Exhibit F of those members of the Design-Builder’s Key Personnel
subject to the replacement fee provisions of this Agreement, then all of the Key
Personnel shall be subject to the replacement fee provisions of this Agreement.
Section 5.7.2.1 Removal or Replacement of Key Personnel. Subject to the terms of
Section 5.7.1, if the Design-Builder replaces one of the key personnel listed in Exhibit
F as being subject to a replacement fee, without the prior written consent of the
Department, then the Design-Builder shall pay to the Department’s Contracting Officer
the amount set forth in the Project Information Section of this Agreement as
replacement fee and not a penalty, to reimburse the Department for its administrative
costs arisi ng from the Design -Builder’s failure to provide the Key Personnel. The
foregoing replacement fee amount shall not bar recovery of any other damages, costs ,
or expenses other than the Department’s internal administrative costs.
Section 5.7.2.2 In addition, the Department shall have the right, to be exercised in its
sole discretion, to remove, replace, or to reduce the scope of services of the Design -
Builder in the event that a member of the Key Personnel has been removed or replaced
by the Design -Builder without the prior written consent of the Department ’s
Contracting Officer. In the event, that the Department exercises the right to remove,
replace or to reduce the scope of services of the Design-Builder, the Department shall
have the right to enforce the terms of this Agreement and to keep -in-place those
members of the Design -Builder’s team not r emoved or replaced and the remaining
members shall complete the services required under this Agreement in conjunction
with the new members of the Design -Builder’s team approved by the Department ’s
Contracting Officer.
Page 35 of 121
Section 5.8. Qualified Personnel/Cooperation.
The Design-Builder shall employ on the Project only those employees and Subcontractors
who will work together in harmony and who will cooperate with one another on the Project.
The Design -Builder shall enforce strict discipline, good order , and harmony among its
employees and its Subcontractors and shall remove from the site any person who is unfit for
the work or fails to conduct herself or himself in a proper and cooperative manner. If the
Department requests the removal of any person as unfit or as having behaved inappropriately,
the Design-Builder shall promptly comply.
Section 5.9. Warranty.
The Design-Builder warrants to the Department that materials and equipment furnished
under the Project Documents will be of good quality and new unless otherwise required or
permitted by the Contract documents, that for the one (1) year period following the Substantial
Completion Date the Work will be free from defects not inherent in the quality required or
permitted, and that the Work will conform to the requirements of the Contract documents. The
Design-Builder’s warranty excludes remedies for damage or defect caused by abuse,
modifications not executed by the Design -Builder, improper or insufficient maintenance,
improper operation, or normal wear and tear from normal usage. The Design-Builder shall use
commercially reasonable efforts to schedule a joint inspection of the Project during the eleventh
month after Substantial Completion is achieved. During such inspection, the Design -Builder
and a representative of the Department shall walk the Project to identify any necessary warranty
work
Section 5.10. Open Book Reporting.
The Design-Builder shall maintain an open-book reporting system with the Department,
allowing the Department or its consultants access to the Design -Builder’s Subcontractors and
material suppliers, invoices, purchase orders, Change Order estimates, records for Self -
Performed Work, and other relevant P roject documentation and sources of information
concerning the Work or costs. The Department shall not use its access to the Subcontractors
to give instructions or directions to them. All instructions or dire ctions shall be given only to
the Design-Builder.
Section 5.11. Claims for Additional Time.
Section 5.11.1 Time is of the essence of this Agreement. The Project must be
Substantially Complete no later than the Substantial Completion Date set forth within
the Project Information Section above.
Section 5.11.2 The Design -Builder will perform the Work so that it shall achieve
Substantial Completion by the Substantial Completion Date. Unless the failure to
achieve Substantial Completion by the Substantial Completion Date is a result of an
Excusable Delay, as defin ed in Section 5.11.3, the delay shall be deemed Non -
Excusable, and the Design -Builder shall not be entitled to an extension of time.
Without limiting the generality of the foregoing, delays for the following reasons shall
be regarded as Non-Excusable and shall not entitle the Design-Builder to an extension
of time:
Section 5.11.2.1 Delays due to job site labor disputes, work stoppages, or suspensions
of work.
Section 5.11.2.2 Delays due to adverse weather, unless the Design-Builder establishes
that the adverse weather was of a nature and duration in excess of averages established
Page 36 of 121
by data from the U.S. Department of Commerce, National Oceanic and Atmospheric
Administration for the Project locale for the ten (10) years preceding the effective date
of the Agreement. For purposes of this clause, whether shall only be deemed “adverse”
if the weather in question was more severe than that encountered at the Project site over
the last ten (10) years for the month in question. Such determinations shall be made
based on the number of rain/snow days or the cum ulative precipitation total for the
month in question. Notwithstanding the foregoing, named storms shall conclusively be
deemed “adverse”;
Section 5.11.2.3 Delays due to the failure of the Design -Builder or Subcontractors or
material suppliers at any tier to perform in a timely or proper fashion, without regard to
concepts of negligence or fault; or
Section 5.11.2.4 Delays due to Site Conditions whether known or unknown as of the
effective date of the Agreement, foreseeable or unforeseeable at that time, naturally
occurring or man-made; provided, however, that delays due to differing Site Conditions
as permitted by Article 4, Section A of the Standard Contract Provisions (Construction
Contracts) or Hazardous Materials Remediation shall be deemed an Excusable Delay.
Section 5.11.3 The Design-Builder shall be entitled to an adjustment in the Substantial
Completion Date due to an Excusable Delay. The term “Excusable Delay” shall mean:
Section 5.11.3.1 Delays due to adverse weather other than those that are classified as a
Non-Excusable delay in accordance with Section 5.11.2.2 of this Agreement;
Section 5.11.3.2 Delays due to acts of God, war, unavoidable casualties, civil unrest,
and other similar causes of delay that are beyond the control of the Design -Builder;
provided, however, that in no event shall a Non -Excusable Delay or the action or
inaction of the Design -Builder, or any of its employees, agents, Subcontractors or
material suppliers be deemed an Excusable Delay; or
Section 5.11.3.3 Delays caused by differing Site Conditions as permitted by Article 4,
Section A of the Standard Contract Provisions (Construction Contracts) or Hazardous
Materials Remediation as contemplated in Section 5.11.2.4 of this Agreement;
Section 5.11.3.4 Delays due to suspensions of work;
Section 5.11.3.5 Delays caused by the Client Agency or separate contractors of the
Client Agency to the extent such delays are not concurrent with delays caused by the
Design-Builder or any of its employees, agents, subcontractors or material suppliers; or
In addition to the foregoing, a delay shall be deemed to be an Excusable Delay only to
the extent that such delay (i) warrants an extension in the Substantial or Final
Completion Date; (ii) has not been caused by the Design -Builder or any of its
employees, agents, Subcontractors or m aterial suppliers; (iii) is on Project’s critical
path, and (iv) is in addition to any time contingency periods set forth in the critical path.
Section 5.11.4 If the Design-Builder wishes to make a claim for an adjustment in the
time allotted per the Project Schedule, written notice as provided herein shall be given.
The Design-Builder’s claim shall include an estimate of the cost and of the probable
effect of delay on the progress of the Work. In the case of continuing delay, o nly one
claim is necessary.
Page 37 of 121
Section 5.11.5 In no event shall the Design -Builder be entitled to an increase in the
GMP or the Design -Build Fee as a result of either an Excusable or Non -Excusable
Delay; provided, however, that to the extent that a delay is: (i) an Excusable Delay; (ii)
of unreasonable duration; (iii) caused solely by the Department; and (iv) not concurrent
with any other delay, then the Design-Builder shall be entitled to receive its actual costs,
including all direct and indirect costs, bonds and insurances resulting f rom such
extended duration. It is understood that the Design-Builder shall not be entitled to any
profit or home office overhead, including, but not limited to, an increase in the Design-
Build Fee, on any amounts to which the Design-Builder may be entitled pursuant to the
preceding sentence.
Section 5.12 Site Safety and Clean-Up.
Section 5.12.1 The Design-Builder will be required to provide a safe and efficient site,
with controlled access. As part of this obligation, the Design -Builder shall be
responsible for initiating, maintaining , and supervising all safety precautions and
programs in connection with the Project, and shall comply with the requirements set
forth in Article 16, Section F of the Standard Contract Provisions (Construction
Contracts).
Section 5.12.2 Safety Plan. Prior to the start of construction activities, the Design -
Builder shall prepare a safety plan for the construction phase conforming to OSHA 29
CFR 1926 (such plan, the “Safety Plan”). Pursuant to OSHA 29 CFR 1926, the Design-
Builder shall provide all employees with the necessary Personal Protective Equipment
(“PPE”) to comply with all COVID -19 regulations, and shall additionally require
anyone on site to comply with any PPE requirements. This Safety Plan developed by
the Design-Builder shall describe the proposed separation and the specific nature of the
safety measures to be taken including fences and barriers that will be used as well as
the site security details. The Safety Plan will be submitted to the Department and Client
Agency for their review and approval prior to the commencement of construction.
Once the Safety Plan has been approved, the Design-Builder shall comply with it at all
times during construction. The Design -Builder shall be required to revise the Safety
Plan as may be requested by the Department or Client Agency at any time, including,
but not limited to, as necessary to address any new national or local COVID -19
regulations, recommendations, or restrictions. The cost of revising and complying with
the plan shall not entitle the Design-Builder to an increase in the GMP. In the event the
Design-Builder fails to provide the Safety Plan, the Design -Builder will not be
permitted to commence the Construction Phase until the Safety Plan is submitted , and
in no event shall any resulting delay constitute an Excusable Delay. Additionally, the
Design-Builder shall comply with the requirements of Article 27, Section A of the
Standard Contract Provisions (Construction Contracts).
Section 5.12.3 Safety Barriers/Fences. As part of its responsibility for Project safety,
the Design-Builder shall install such fences and barriers as may be necessary to separate
the construction areas of the site from those areas that are then being used by the Client
Agency for educational purposes. The Design-Builder shall describe in the Safety Plan
the proposed separation and the specific nature of the fences and barriers that will be
used.
Section 5.12.4 Site Security. The Design-Builder shall be responsible for site security
and shall be required to provide such watchmen as are necessary to protect the site from
Page 38 of 121
unwanted intrusion. Site Security shall be included in the Design -Builder’s General
Conditions Cost.
Section 5.12.5 Exculpation. The right of the Department and Client Agency to
comment on the Safety Plan and the nature and location of the required fences and
barriers shall in no way absolve the Design -Builder from the obligation to maintain a
safe site.
Section 5.12.6 Site Cleanliness. During the Agreement performance and/or as directed
by the Department’s Program Manager, as the installation is completed, the Design -
Builder shall ensure that the site is clear of all extraneous materials, rubbish, or debris.
Section 5.13. Workhours, Site Office, and Coordination with Client Agency and
Community
Section 5.13.1 Workhours. The Design -Builder shall comply with the Noise
Ordinance and neither it nor its subcontractors shall undertake work on the Project site
other than at the times and sound level permitted by the Noise Ordinance.
Section 5.13.2 Site Office. Throughout the Project, the Design -Builder shall provide
and maintain a fully -equipped construction office for the Project site. The Design -
Builder shall, at all times, provide and maintain a fully equipped construction office for
DGS staff assigned to the Project. The cost for theses Site Office(s) shall be included
as part of the Design-Builder’s general conditions cost.
Section 5.13.3 Parking. The Design-Builder shall organize its work in such a manner
so as to minimize the impact of its operations on the surrounding community. To the
extent that the number of workers on the site is likely to have an adverse impact on
neighborhood parking, th e Design -Builder shall develop a parking plan for those
individuals working on the site that is reasonably acceptable to the Department.
Section 5.13.4 Wheel Washing Stations. The Design-Builder shall provide wheel
washing stations on-site so as to prevent the accumulation of dirt and other refuse on
the streets surrounding the Project site.
Section 5.13.5 Outreach Plan. The Design -Builder shall keep the Department
informed of the construction activities and their potential impact on the community and
shall develop a community outreach plan (the “Outreach Plan”). The Design -Builder
shall submit the Outreach Plan to the Department prior to its implementation which
shall be subject to the Department’s review and approval.
Section 5.13.6 Supervision. Throughout the Work, the construction office shall be
managed by personnel competent to oversee the Work at all times while construction
is underway. Such personnel shall maintain full-time, on-site construction supervision
and provide daily inspections, quality control, monitoring, coordination of various
trades, record drawings, and daily work log.
Section 5.14. Close-out & FF&E.
Section 5.14.1 A detailed list of FF&E requirements will be developed during the
design & Preconstruction Phase and attached hereto as Exhibit N.
Page 39 of 121
Section 5.14.2 Punch list. Promptly before Substantial Completion, the Design -
Builder shall cause the Design-Builder’s Architect to develop a punch list. Once the
punch list is prepared, the Design -Builder shall inspect the work along with
representatives from the Department. The punch list shall be revised to reflect
additional work items that are discovered during such inspection. The Design-Builder
shall correct all punch lis t items no later than ninety ( 30) days after Substantial
Completion is achieved.
Section 5.14.3 Warranties & Manuals. Prior to Substantial Completion and no later
than fifteen (15) days following Substantial Completion, the Design -Builder shall
prepare and submit the following Project documentation: (i) a complete set of product
manuals (“O&M”), training videos, warranties, etc.; (ii) attic stock; (iii) an equipment
schedule; (iv) a proposed schedule of maintenance for the new building; (v)
environmental, health and safety Project documents for the renovated building; and (vi)
all applicable inspection certificates/permits (boiler, elevator, emergency evacuation
plans, health inspection, etc.) for the new building. No later than thirty (30) days
following Substantial Completion, the Design -Builder shall prepare and submit : (i) a
complete set of its Project files; and (ii) a set of record drawings, including BIM models.
Section 5.14.4 Support for Initial Heating & Cooling Season. The Design-Builder
and its mechanical subcontractor shall provide support to the Client Agency and the
Department during system start -up and in initial operation for the first heating and
cooling season after Substantial Completion is achieved.
Section 5.14.5 Training. The Design-Builder shall provide training to Client Agency
staff on all of the building systems. The Design -Builder shall be required to schedule
such training sessions and shall use commercially reasonable efforts to ensure all such
training occurs prior to Final Completion. All training shall be electronically recorded
and turned over to the Department for future use.
Section 5.14.6 The Design-Builder shall assist Client Agency in relocating FF&E and
other items as necessary within the renovated building, as well as for cleaning and other
move-in services as directed by the Department. The GMP shall include an allowance
and scope of work for these activities. This allowance is in addition to cleaning services
that would otherwise be required by the Design -Builder, including, but not limited to,
the obligation to deliver a broom clean building at the end of construction.
Section 5.15. Salvaged and Stored Items.
The Design-Builder shall be responsible for salvaging and storing all items as identified
by the Department, and to the benefit of the Department, in accordance with all applicable
District laws and regulations, after notifying the Department and receiving the Department ’s
permission to proceed.
Section 5.16. Protection of Existing Elements.
The Design-Builder shall protect all existing features, public utilities, and other existing
structures during construction. The Design -Builder shall protect existing, site improvements,
trees, and shrubs from damage during construction. Protection extends to the root systems of
existing vegetation. The Design -Builder shall not store materials or equipment, or drive
machinery, within the drip line of existing trees and shrubs.
Page 40 of 121
Section 5.17. Sediment and Erosion Control.
The Design -Builder shall be responsible for installing sediment and erosion control
measures in accordance with DOEE guidelines , inclusive of, but not limited to: silt fencing,
inlet protection, stabilized construction entrances, and other control measures . The Design-
Builder shall be responsible for scheduling and coordination of DOEE Kick-Off Meeting.
Section 5.18. Quality Control.
Section 5.18.1 General Obligation. The Design-Builder shall be responsible for all
activities necessary to execute, manage, control, and document work for ensuring
compliance with the contract documents. The Design-Builder’s responsibility includes
ensuring adequate quality control services are provided by the Design -Builder’s
employees, its subcontractors, vendors & suppliers at all levels from concept to
completion including site assessment -investigations/discovery, schematic design
development, pre-construction, construction, and closeout phases. All contract -related
work activities and their implementation procedures described within this quality
control plan shall also address safety, measures to ensure regulatory permit & code
compliance, submittal ma nagement, change document processing/incorporation,
reporting, and all other functions necessary to achieve the highest levels of quality
during design and construction efforts . The Design-Builder’s Quality Control (“QC”)
Plan submittal must include statem ents affirming compliance with DGS QC Program
requirements. These requirements describe design & construction phase stipulations
driving satisfactory integration of Definable Features of Work (“DFOWs”) identified
by DGS as being essential to overall Project success.
Section 5.18.2 Quality Control Plan. Within thirty (30) days after the Notice to
Proceed (NTP), the Design-Builder shall develop a Quality Control plan for the Project
(the, “Quality Control Plan”). A draft of the Quality Control Plan shall be submitted to
the Department and shall be subject to the Department’s review and approval. This draft
shall comply with the guidelines and include at a minimum, the necessary components
for Quality Control Plan development described within the Department’s Quality
Control Master Program (Exhibit U). The Quality Control Plan shall be tailored to the
specific products/type of construction activities contemplated in the Design
Development Documents, and in general, shall include a table of contents, quality
control team organization, and hierarchical arrangement detailing ongoing, regular
interaction/coordination within the Design -Builder’s teams, duties/responsibilities of
quality control personnel, submittal procedures, schedule of specified inspection &
testing requirements, deficiency correction procedures, issues & conflicts resolution,
RFI documentation process, change management, as -built record-keeping of contract
documents and a listing of customized quality control procedures, that will be required
to ensure key e lements of the Work are executed in conformance with design
documents. Examples of a few key elements that necessitate focused attention and
involvement of competent agencies include MEP -Energy systems
startup/commissioning, security systems integration, and building envelope multi-trade
coordination. Mockup construction requirements must be incorporated into the plan, in
order to establish a minimum standard of acceptance by the Department, for the
Project’s most visible and critical structural -architectural building elements like CIP
concrete and exterior facades. The Quality Control Plan must clearly describe
requirements addressing the involvement of qualified personnel for critical building
elements and any delegated design features that require enginee red solutions, backed
by supporting analysis data.
Page 41 of 121
The Quality Control Plan must clearly describe quality control measures such as using
Department’s Quality Control Master Program 3-phase checklists recommended to be
undertaken by both design & construction teams. Prior to the construction phase
commencing, the Design -Builder must advise the Department regarding the status of
their drawing & specification documents, from a percentage completion standpoint.
For that matter, the design phase quality control effort shall provide metrics to gauge
whether the design documents –drawings & specifications – are as complete as
possible, prior to the Design-Builder’s groundbreaking. DGS QC Program Design
Phase Checklists include metrics to perform this evaluation of design documents.
Similarly, the Quality Control Plan must describe in detail the quality control
mechanisms proposed to be implemented by the Design-Builder for ensuring adherence
with design documents by way of minimal rework and maintai ning the highest
standards of construction. The Quality Control Plan must detail a description of any 3rd
parties suggested to be hired by the Department such as building envelope consultants
and commissioning agents.
Section 5.18.3 Implementation. During the Construction Phase, the Design -Builder
shall perform regular quality control inspections and create reports using the 3 -phase
inspection checklists included within the DGS Quality Control Master Program
manuals based on such inspections pursuant to the Quality Control Plan. The quality
control reports with the 3 -phase Checklists shall be provided to the Department
electronically on a monthly basis. The Design -Builder shall incorporate a quality
control section in the progress me etings to discuss outstanding deficiencies,
testing/inspections, and upcoming Work. The monthly report shall include a detailed
summary of the steps that are being employed to provide quality construction and
workmanship. The monthly report should specifically address issues raised during the
month and outline the steps that are being used to address such issues. The following
are the components that must at a minimum be included within the monthly Quality
Control report submitted to DGS. All components m ust be updated regularly, and
current versions included with monthly submissions to the Department.
1. A written narrative of Quality Control activities for the month supported by
embedded, cross -referenced photos. Should include 3 -phase checklists
compiled on a regular basis as part of the Design -Builder’s ongoing quality
control efforts.
2. CPM updates and analysis reflecting the status of critical submittals affecting
work progress, elaborated further within the descriptive work narrative
accompanying CPM baseline schedule and subsequent, regular updates’
submissions to the Department.
3. Deficiency tracking log.
4. Test & Inspections log recording all related activities for the month and
cumulative for the Project. This must correspond to and cross -reference the
Project’s testing & inspections schedule described above with Section 5.18.2.
5. Submittal Schedule detailing the status of all project submittals.
Section 5.19. Acceleration.
Subject to the terms of this Section, the Department shall have the right to direct the
Design-Builder to accelerate the Work if, in the reasonable judgment of the Department: (i)
Page 42 of 121
the Design -Builder fails to supply a sufficiency of workers or to deliver the materials or
equipment with such promptness as to prevent the delay in the progress of the Work; or (ii) the
progress of the Work otherwise materially falls behind the projection s contained in the then
currently approved Project Schedule. In the event that the Department or its Program Manager
determine that either of the events specified in the preceding sentence have occurred, the
Department shall provide the Design-Builder with written notice of such event and the Design-
Builder shall be required to provide the Department with a schedule recovery plan (“Recovery
Plan”) that is reasonably designed to address the concerns raised in such notice within three (3)
days after receipt of such notice. If the Department and the Design-Builder are unable to agree
on the terms of the Recovery Plan within five (5) days after the issuance of the notice (i.e.
within forty-eight (48) hours after the receipt of the proposed Recovery Plan), the Department
shall have the right to direct such acceleration as the Department, in its reasonable judgment,
deems necessary. Provided Department complies with the notice provisions of this Section,
the cost of any acceleration directed under this Section shall not justify an adjustment to the
GMP or the Substantial Completion Date.
Given the nature of the Project and the fact that there is a fixed date upon which the Client
Agency plans to occupy the building, the Design -Builder hereby: (i) acknowledges that this
provision is a material inducement upon which the Department has relie d in entering into this
Agreement; and (ii) represents and warrants that it has included sufficient funding in the GMP
in order to comply with the requirements of this Section.
Section 5.20. Corrective Action Plan.
Subject to the terms of this Section, the Department shall have the right to direct the
Design-Builder to revise the provisions of the Quality Control Plan if, in the reasonable
judgment of the Department, the craftsmanship of the Work being installed fails to comply
with generally applicable industry standards, requirements set fo rth in the specifications that
are reasonably related to the quality of craftsmanship quality, or any provisions set forth in this
Agreement (each a “Quality Control Event”). In the event that the Department or its Program
Manager determines that a Quality Control Event has occurred, the Department shall provide
the Design-Builder with written notice of the occurrence of such Quality Control Event and the
Design-Builder shall be required to provide the Department with a corrective action plan that
is reasonably designed to address the concerns raised in such notice within three (3) days after
receipt of such notice (each instance, a “Corrective Action Plan”). If the Department and the
Design-Builder are unable to agree on the terms of the Corrective Action Plan within five (5)
days after the issuance of the notice (i.e. within forty-eight (48) hours after the receipt of the
proposed corrective action plan), the Department shall have the right to direct such corrective
action measures as the Department, in its reasonable judgment, deems necessary. Such
directive may include adjustments to the procedural provisions set forth in the Quality Control
Plan and/or may impose additional requirements on the manner in which Work is being
performed. Provided the Department complies with the notice provisions of this Section, the
cost of any such corrective action directed under this Section shall not justify an adjustment to
the GMP or the Substantial Completion Date.
Section 5.21.
a. Use of Department’s Electronic Project Management Information System
(ProjectTeam). The Design-Builder shall utilize the Department’s current project
management software, ProjectTeam, to submit any and all project documentation
required to be provided by the Design-Builder for the Project, including, but not limited
to: (i) requests for info rmation; (ii) submittals; (iii) meeting minutes; (iv)
invoices/applications for payment (full package including all forms required by DGS);
Page 43 of 121
(v) certified payrolls (in addition to upload via LCP Tracker); (vi) drawings and
specifications; (vii) GMP and any Submissions that require approval by DC Council ;
(viii) punch list; and (ix) other Project documents as may be designated by the
Department.
Electronic storage and transmission of information via P rojectTeam system shall be
compliant with the provisions of DGS document security.
b. Invoice Submittal. The Design-Builder shall create and submit payment requests in an
electronic format through the DC Vendor Portal, https://vendorportal.dc.gov. The
Design-Builder shall submit proper invoices on a monthly basis. To constitute a proper
invoice, the Design-Builder shall enter all required information into the Portal after
selecting the applicable purchase order number which is listed on the Design-Builder’s
profile.
Section 5.22. Conformance with Laws.
It shall be the responsibility of the Design -Builder to perform under the Agreement in
conformance with the Department’s Procurement Regulations and all applicable statutes, laws,
codes, ordinances, regulations, rules, requirements, orders, and policies of governmental
bodies, including, without limitation, the U.S. Government and the District of Columbia
government; and it is the sole responsibility of the Design -Builder to determine the
Procurement Regulations, statutes, laws, codes, ordinances, regulatio ns, rules, requirements
and orders that apply and their effect on the Design -Builder’s obligations thereunder. Given
the requirements for the Project, the Department may, at its sole discretion, (i) apply for
variance to the requirement of adhering to the Green Building Act on the Project and (ii)
consider deferring the scope of work associated with stormwater management to a later phase
of the Project.
Section 5.23. Licensing, Accreditation, and Registration
The Design-Builder and all of its subcontractors and subconsultants (regardless of tier)
shall comply with all applicable District of Columbia, state, and federal licensing,
accreditation, and registration requirements and standards necessary for the performance of the
Agreement. Without limiting the generality of the foregoing, all drawings shall be signed and
sealed by a professional architect or engineer licensed in the District of Columbia.
Section 5.24. Construction Phase Deliverables.
The deliverables set forth in Exhibit C are required during the Construction Phase.
Section 5.25. Close-Out Deliverables.
The deliverables set forth in Exhibit N are required during the Project’s Close -Out and
prior to Final Payment, as set forth in Section 10.12 and below:
Deliverables shall include those outlined in Exhibit T (DGS Close-Out Manual)
including but not limited to the below items. If there is a conflict between Exhibit T and the
deliverable list below, Exhibit T shall prevail.
a) A complete set of the Design-Builder’s Project files.
b) A complete set of product manuals (O&M), training videos, warranties, etc.
c) As-built record drawings.
d) Attic stock and schedule.
e) Equipment schedule.
Page 44 of 121
f) Proposed schedule of maintenance and Fina Maintenance and Operations Plan.
g) Environmental, health & safety documents.
h) LEED – Preliminary Construction Review.
i) All applicable inspection certificates/permits (boiler, elevator, emergency evacuation
plans, health inspection, etc.).
Article 6 - DESIGNATED REPRESENTATIVES
Section 6.1. Department’s Designated Representative.
The Department designates the individual(s) identified in Exhibit I as its representative
with express authority to bind the Department with respect to all matters requiring the
Department’s approval or authorization. Subject to the limitations on their authority specified
in Exhibit I, these representative(s) shall have the exclusive authority to make decisions on
behalf of the Department concerning estimates and schedules, construction budgets, changes
in the Work, and execution of Change Orders , Contract Modifications or Change Directives,
and shall render such decisions promptly and furnish information expeditiously, so as to avoid
unreasonable delay in the services or performance of the Work of the Design-Builder. In order
for the Department to effectively manage th e Project and assure that the Design -Builder does
not receive conflicting instructions regarding the Work, the Design -Builder shall promptly
notify the Department’s representative upon receiving any instructions or other communication
in connection with the Design-Builder’s Work from any employee of the Department or other
purported agent of the Department other than the Department’s designated representative.
Section 6.2 Design-Builder’s Designated Representative.
The Design -Builder designates the individual(s) identified in Exhibit H as its
representative with express authority to bind the Design -Builder with respect to all matters
requiring the Design-Builder’s approval or authorization. In addition, the Department retains
the right to approve candidates to serve as on -site personne l in accordance with each
candidate’s experience with similar projects and local marketplace conditions. Once approved,
individuals cannot be changed without the Department’s prior approval. During the entire term
of the Agreement, it is agreed that the Design -Builder’s designated representative will devote
his or her time exclusively to the Project, unless the Department consents to a reduction in time.
All services provided by the Design-Builder shall be performed in accordance with the highest
professional standards recognized and adhered to by design-builders that build first-class state-
of-the-art buildings and projects that are similar to the Project in large urban areas.
Page 45 of 121
6 Article 7 - COMPENSATION AND PAYMENTS FOR DESIGN &
PRECONSTRUCTION PHASE SERVICES
Section 7.1 Compensation
Section 7.1.1 The Department shall compensate and make payments to the Design -
Builder for Design & Preconstruction Services in accordance with this Article 7 and
Article 10. For Preconstruction Services, the Design-Builder’s compensation shall be
as set forth in the Project Information Section of this Agreement (the “Preconstruction
Fee”). The Preconstruction Fee shall be the Design -Builder’s sole compensation for
Preconstruction Phase Services. The Preconstruction Fee shall include, but not be
limited to, amounts necessary to compensate the Design-Builder for:
• Profit
• Home Office Overhead
• Fringe Benefits associated with staff costs
• Payroll taxes associated with staff costs
• Staff costs associated with obtaining permits and approvals during the Design
& Preconstruction Phase
• Out-of-house consultants
• Travel, Living, and Relocation expenses
• Job vehicles
• Office equipment including but not limited to:
o Computer hardware and software
o Fax machines
o Copying machines
• Office supplies
• Telephone
• Local delivery and overnight delivery costs
Section 7.1.2 The Department shall compensate and make payments to the Design -
Builder for design services in accordance with this Article 7 and Article 10. For design
services, including construction administration services provided during the
construction phase, the Design-Builder’s compensation shall not exceed the amount set
forth in the Project Information Section of this Agreement (the “Design Fee”).
Section 7.2. Payments
Section 7.2.1 Payments for Design & Preconstruction Phase Services shall be made
monthly over the anticipated duration of the Design & Preconstruction Phase following
presentation and acceptance of the Design-Builder’s invoice and shall be in proportion
to services performed. In no event, however, will the aggregate of the Design-Builder’s
monthly invoices for Design & Preconstruction Phase Services exceed the
Preconstruction Fee plus the Design Fee.
Section 7.2.2 Payments are due and payable in accordance with Article 9 of this
Agreement. Amounts unpaid after the date of which payments are due shall bear
interest in accordance with the Quick Payment Act.
Page 46 of 121
7 Article 8 - COMPENSATION FOR CONSTRUCTION PHASE SERVICES
Section 8.1. Compensation.
The Department shall compensate and make payments to the Design -Builder for
Construction Phase Services in accordance with this Article 8 and Article 10 . For the
Construction Phase Services, the Design -Builder’s total compensation shall be as set forth in
the Project Information Section of this Agreement (the “Design -Build Fee”). The Design-
Builder acknowledges and agrees that the percentage of the total amount of the Design-Build
Fee set forth in the Project Information Section of this Agreement is at risk (the “At Risk
Portion”), and the Design-Builder shall only be entitled to the At Risk Portion as set forth
below. Unless and until the Design-Builder’s entitlement to any subset of the At Risk Portion
is determined by the Department, the Design-Builder shall only be entitled to bill for the
portion of the Design-Build Fee that is not at risk (the “Base Design-Build Fee”). The
Design-Build Fee shall be billed in accordance with Article 10, to be paid in equal monthly
installments over the anticipated duration of the Construction Phase. To the extent that the
duration of the Agreement is extended, the then remaining amounts of the Design-Build Fee
will be re-allocated such that the then-existing portion of the Design-Build Fee shall be evenly
spread over the then remaining duration of the Construction Phase.
Section 8.1.1 Award Fee Pool. The At-Risk Portion shall be used to establish and fund
an award fee pool (“the Award Fee Pool”). Within sixty (60) days after approval and
fully execution of this Agreement, the Department shall appoint a committee that will
determine entitlement to those portions of the Award Fee Pool so designated below (such
committee, the “Award Fee Evaluation Committee”). The Award Fee Evaluation
Committee will consist of: (i) the Department’s Deputy Director for Capital
Construction or their designee; (ii) Client Agency (DCPS) Chief of Facilities or their
designee; (iii) DGS Contracting Officer or their designee; (iv) DGS Capital Construction
representative; and (v) Client Agency (DCPS) Facilities representative. Committee
members shall not include an individual who has day-to-day interactions or involvement
on the Project, or an individual who is presently involved in an active project with the
Design-Builder.
Section 8.1.2 The Design-Builder may earn the At-Risk Portion of the Design-Build
Fee in accordance with Exhibit R.
Section 8.2. Lump Sum General Conditions Cost.
The Design-Builder shall not be entitled to recover more than the amount set forth in the
Project Information Section of this Agreement for the Cost of General Conditions (such
amount, the “Lump Sum General Conditions Cost”). If, as a result of any Change Order(s) or
Change Directive(s): (i) the Project durations extends 30 days or more beyond the Substantial
Completion Date; and (ii) the Design -Builder can demonstrate to the satisfaction of the
Department that such additional Costs of General Conditions are reasonable and not due to any
fault of the Design -Builder, its Subcontractors, material men, consultants or anyone making
claims thereunder, the Design -Builder may request a Change Order to adjust the Lump Sum
General Conditions Cost. To the extent the Design-Builder incurs Costs of General Conditions
in excess of the Lump Sum General Conditions Cost, the Design-Builder shall not be paid for
such amounts unless the Department authorizes, in writing, an increase to the Lump Sum
General Conditions Cost. Nonetheless, in such an event, the Design-Builder exceeds the Lump
Sum General Conditions Cost, the Design-Builder shall continue to be required to adequately
staff the Project.
Page 47 of 121
Section 8.3. Initial Not-to-Exceed Amount.
Unless and until the GMP Amendment is executed and approved by the Council for the
District of Columbia, this Agreement shall have an initial not-to-exceed amount as set forth in
the Project Information Section of this Agreement (the “Initial NTE”). In no event shall the
Design-Builder be entitled to recover more than the Initial NTE unless the Design -Builder is
authorized to exceed the Initial NTE by the Department in advance and in writing. Prior to
expending or committing any portion of the Initial NTE , the Design-Builder shall obtain the
Department’s written approval of such expenditure or commitment, as well as a determination
as to whether the work will qualify as a “capital” expense under the Department’s financial
guidelines to the extent capital money is to be expended. In making such a request, the Design-
Builder shall submit an itemized breakdown of the work that the Design -Builder seeks to
release using funds from the Initial NTE as well as the associated costs of such work
Section 8.4. Project Budget.
The Department has established the Project Budget as set forth in the Information Section
of this Agreement. When the GMP is established, such GMP shall not exceed the Project
Budget, and such GMP shall include any and all amounts which may be due to the Design -
Builder pursuant to this Agreement. In no event shall the Design-Builder be entitled to recover
more than the GMP unless the Design -Builder is authorized to exceed the GMP by the
Department in advance and in writing. The Design -Builder shall inform the Department’s
Contracting Officer at least fifteen (15) calendar days in advance, if the Design -Builder
encounters any foreseen or unforeseen project -related events, which might reasonably affect
(i) existing Project Budget; or (ii) DC council-authorized appropriations.
Section 8.5. No Adjustments to Fee.
It is the Department’s intent to engage the Design -Builder to develop a GMP that meets
the programmatic requirements set forth in Exhibit A by the Client Agency and the Project
Budget as set forth herein (i.e. designed to budget), to allow for Substantial Completion of the
Work to be achieved no later than the Substantial Completion Date. The Design-Builder shall
be entitled to an adjustment to the Design-Build Fee at the time the GMP is established to the
extent, and only to the extent, that: (i) the Department makes additions to the scope that, when
measured relative to the program, cause the GMP to exceed the Design -Builder’s original
concept estimate by more than five percent (5%); or (ii) the Department makes additions to the
scope provided for herein which (other than for punch list or warranty work) which requires
the Design-Builder’s services at the Project to extend 30 days or more beyond the Substantial
Completion Date. With regard to Change Orders issued after the GMP is established, and in
accordance with Section 18.8, the Design-Builder shall be entitled to an increase in the Design-
Build Fee to the extent, and only to the extent, that: (i) the Department has added a new
programmatic element to the Project; or (ii) the Department made additions to the GMP scope
which (other than punch list or warranty work) require the Design -Builder’s services at the
Project to extend 30 days or more beyond the Substantial Completion Date.
Section 8.6. Reserved
Section 8.7. Direct Cost of Work
“Direct Cost of the Work” shall mean labor, material , and other costs reasonably and
necessarily incurred in the proper performance of the Work as approved by the Department
and shall include, but not be limited to:
Section 8.7.1 Labor. Payment will be made for direct labor costs plus indirect labor
costs such as insurance, taxes, fringe benefits and welfare provided such costs are
Page 48 of 121
considered reasonable. Indirect costs shall be itemized and verified by receipted
invoices. If verification is not possible, up to five percent (5%) of direct labor costs may
be allowed.
Section 8.7.2 Rented Equipment . Payment for required equipment rented from an
outside company that is neither an affiliate of nor a subsidiary of, the Design -Builder
will be based on receipted invoices which shall not exceed rates given in the current
edition of the Rental Rate Blue Book for Construction Equipment published online by
Data Quest. If actual rental rates exceed manual rates, written justification shall be
furnished to the Contracting Officer for consideration. No additional allowance will be
made for overhead and profit. The Design-Builder shall submit written certification to
the Contracting Officer that any required rented equipment is neither owned by nor
rented from the Design-Builder or an affiliate of or subsidiary of the Design-Builder.
Section 8.7.3 Design-Builder’s Equipment. Payment for required equipment owned
by the Design-Builder or an affiliate of the Design -Builder will be based solely on an
hourly rate derived by dividing the current appropriate monthly rate by 176 hours. No
payment will be made under any circumstances for repair costs, freight and
transportation charges, fuel, lubricants, insurance, any other costs , and expenses, or
overhead and profit. Payment for such equipment made idle by delays attributable to
the Government will be based on one-half the derived hourly rate under this subsection.
Section 8.7.4 Materials. Incorporated and unincorporated materials as permitted under
Section 9.1.
Section 8.7.5 Direct Cost of the Work do es not, however, include home office
overhead, field supervision, general conditions, or profit of either the Subcontractor or
the Design -Builder. No personnel above the level of a working foreman shall be
considered a Direct Cost of the Work.
Page 49 of 121
Article 9 - COST OF THE WORK FOR CONSTRUCTION PHASE
Section 9.1. Cost of the Work.
The term “Cost of the Work” shall mean the costs necessarily incurred by the Design -
Builder in the proper performance of the Work and shall include only the following:
Section 9.1.1 Payments made by the Design -Builder to Subcontractors and suppliers,
other than design subconsultants, but only in accordance with the subcontracts and
supply agreements;
Section 9.1.2 Payments made by the Design-Builder to its design consultants and sub-
consultants; provided, however, that the Design-Builder shall not be reimbursed for the
costs of design services and construction administration services in excess of the Design
Fee;
Section 9.1.3 All amounts due to the Design -Builder under the terms of the
Department's written authorization for the Design-Builder to perform any portion of the
Work as Self -Performed Work. If authorization for the Design -Builder to engage in
Self-Performed Work is not on a fixed-price basis, then, as to that Work, the following
costs shall be within the Cost of the Work:
(a) Labor. Properly documented wages actually paid to Project foremen,
construction workers, and other personnel in the direct employ of the Design -
Builder, while engaged in approved Self -Performed Work, together with
contributions, assessments, payroll taxes, or fringe benefits required by the laws
or applicable collective bargaining agreements.
(b) Incorporated Materials. The cost, net of trade discounts, of all materials,
products, supplies, and equipment incorporated into the Self-Performed Work,
including, without limitation, costs of transportation and handling.
(c) Unincorporated Materials. The cost of materials, products, supplies , and
equipment not actually installed or incorporated into the Self-Performed Work,
but required to provide a reasonable allowance for waste or spoilage, subject to
the Design -Builder’s agreement to turn unused excess materials over to the
Department at the completion of the Project or, at the Department’s option, to
sell the material and pay the proceeds to the Department or give the Department
a credit in the amount of the proceeds against the Cost of the Work.
Section 9.1.4 Royalty and license fees paid for use of a design, process , or product if
its use is required by this Agreement or has been approved in advance by the
Department;
Section 9.1.5 Fees for obtaining all required approvals or permits associated with any
abatement, demolition, utilities abandonment, and utility relocation (including utility
connection fees), including any and all building and/or trade permits fees;
Section 9.1.6 All performance and payment bonds and general liability insurance. The
Department may, in its sole discretion, allow the Design-Builder to recover the costs of
subcontractor default insurance at a mutually agreed-upon rate in lieu of trade level
Page 50 of 121
bonds, provided that such insurance be approved by the Department in advance and
after being presented with a cost-benefit analysis of such use;
Section 9.1.7 All fees and other costs necessarily incurred to carry out testing and
inspection required by the Agreement or applicable laws, or otherwise to maintain
proper quality assurance. The costs the Design -Builder incurs to schedule and
coordinate any additional testing and inspections the Department may decide to conduct
itself shall be within the Cost of the Work unless the additional testing establishes that
the Work tested was defective or otherwise failed to satisfy requirements set forth in
the Agreement, in which case the Design -Builder shall pay the costs, without
reimbursement;
Section 9.1.8 All bonds to jurisdictional agencies (utilities, stormwater management,
land disturbance, and grading);
Section 9.1.9 The Lump Sum General Conditions Cost; and
Section 9.1.10 Costs of repairing or correcting damaged or nonconforming Work
executed by the Design-Builder’s Architect , or Design -Builder’s other consultants,
Subcontractors, or suppliers, provided that such damaged or nonconforming Work was
not caused by negligence or failure to fulfill a specific responsibility of the Design -
Builder, and only to the extent that the cost of repair or correction is not recoverable by
the Desig n-Builder from insurance, sureties, subcontractors or suppliers. It is
understood that the cost of repairing, correcting damaged or nonconforming Work that
was Self-Performed shall not be reimbursable in any event.
Section 9.2. Cost of General Conditions.
The Contractor’s Lump Sum General Conditions Cost shall be the extent of what the Contractor
is entitled to recover for the cost of General Conditions. General Conditions may include but
are not limited to:
a) Cost of construction staff.
b) Fringe Benefits associated with construction staff;
c) Payroll taxes and payroll insurance associated with construction staff;
d) Staff costs associated with obtaining permits and approvals;
e) Out-of-house consultants, including, but not limited to, permit expeditors, safety
managers, and schedulers;
f) Job vehicles;
g) The field office(s) for the Design -Builder and Department, including, but not limited
to: (i) trailer purchase and/or rental; (ii) field office installation, relocation and removal;
(iii) utility connections and charges during the Construction Phase; (iv) furniture: (v)
office supplies;
h) Office equipment including, but not limited to: (i) computer hardware and software; (ii)
fax machines; (iii) copying machines; (iv) voice/data system installation and use
charges; (v) job radios;
i) Local delivery and overnight delivery costs;
j) Field computer network;
k) First aid facility;
l) Printing cost for drawings, bid packages, etc.;
m) BIM Cost (software, seats, hardware);
n) Parking costs for the construction staff;
o) Salting sidewalks and shoveling snow on sidewalks that surround the site; and.
Page 51 of 121
p) Exterior site fencing, fence wrapping and construction signage.
Section 9.3. Costs Not to Be Reimbursed.
All costs not specifically listed in Section 9.1 as being within the Cost of the Work are
excluded from the Cost of the Work and shall not be reimbursable. In particular, but without
limitation, the Cost of the Work does not include any of the following:
a) Any personnel or labor costs other than those provided for in Section 9.1.3 (a).
b) Fees for any permits or licenses the Design -Builder requires to conduct its general
business operations.
c) Capital expenses and interest on capital employed for the Work.
d) The cost of home or regional offices, it being understood that compensation for such
costs included in the Design-Build Fee.
e) Sales or use taxes unless the Design -Builder establishes that applicable law required
payment of such taxes.
f) Costs due to the errors or omissions of the Design -Builder or its subcontractors or
suppliers at all tiers, negligent or otherwise.
g) Costs dues to breach of Contract by the Design-Builder or its subcontractors or material
suppliers at all tiers, including, without limitation, costs arising from defective or
damaged work or its correction, disposal of materials or equipment erroneously
supplied, and repairs to property damaged by the Design -Builder or its subcontractors
or material suppliers at all tiers.
h) Any costs incurred in performing work of any kind before Preconstruction NTP unless
specifically authorized by the Department in advance and in writing.
i) Direct or indirect costs of any kind, except those expressly included in Section 9.1.
Section 9.4. Discounts, Rebates, And Refunds.
Section 9.4.1 Cash discounts obtained on payments made by the Design-Builder shall
accrue to the Department if: (i) before making such payment(s), the Design -Builder
included them in an Application for Payment and received payment therefor from the
Department; or (ii) the Department has deposited funds with the Design -Builder with
which to make such payment(s). All other cash discounts shall accrue to the Design -
Builder. Trade discounts, rebates, refunds and amounts received from sales of surplus
materials and equipment shall accrue to the Depart ment, and the Design-Builder shall
make provisions so that such amounts can be secured.
Section 9.4.2 Amounts that accrue to the Department in accordance with the provisions
of Section 9.4.1 shall be credited to the Department as a deduction from the Cost of the
Work.
Section 9.5 Facilitating Tax Exempt Purchases.
The Department expects that the Project will qualify as tax-exempt under applicable laws.
Upon request, the Department will provide the Design-Builder with the necessary information
relating to the tax exemption. In the event, that any savings are attributable to the tax-exempt
status of the Project, the Design-Builder shall not be entitled to share in such savings.
Section 9.6 Accounting Records.
The Design-Builder shall keep full and detailed accounts and exercise such controls as
may be necessary for proper financial management under the Agreement. The Design -
Builder’s accounting and control systems shall be satisfactory to the Department. The
Page 52 of 121
Department, its representatives, and the Department’s accountants shall be afforded access to
the Design -Builder’s records, books, correspondence, instruction, drawings, receipts,
subcontracts, purchase orders, vouchers, memoranda , and other data relating to this Project,
and the Design-Builder shall preserve such Project documentation relating to the Project for a
period of three years after final payment, or for such longer period as may be required by law.
Section 9.7 Excluded Cost Elements.
It is the Department’s intent that the Design -Builder provides a turnkey solution for the
implementation of the Project, and the Project Budget set herein has been developed based on
such a framework. The Design-Builder shall advance the Project in a manner consistent with
such budget and the understanding that only the commissioning cost element is excluded from
the Project Budget set forth herein.
Page 53 of 121
9 Article 10 - CONSTRUCTION PHASE PAYMENTS
Section 10.1 Progress Payments.
The Design-Builder shall be compensated in a series of progress payments and a Final
Payment, for Work completed in accordance with the Agreement, and for which proper
Applications for Payment have been submitted and approved. The amount of each progress
payment shall be as follows:
The Cost of Work completed to date
Plus Cost of Work for Pay Period x 60% Design-Build Fee
Current approved estimated
Cost of Work through Final Completion
Plus Any subset of the Design -Build Fee to which the Department has determined
the Design-Builder to be Entitled
Minus Applicable retainage
Minus Amounts previously paid by the Department
Section 10.2 Retention.
The Department shall withhold from each progress payment an amount equal to ten
percent (10%) of the payment related to (i) each Subcontract and supply agreement; (ii) the
Preconstruction Fee; (iii) Design-Build Fee; (iv) General Conditions Costs; and (v) the Cost of
the Work-related to each item of Self-Performed Work, until such time as fifty percent (50%)
of the then currently budgeted cost associated with each such item has been invoiced, at which
point the Department may cease retaining against such item; provided, however, that retention
shall not be held on the costs of bonds, insurances, and those elements of the general
requirements which consist of a single, insolated effort such as dumpster disposal and safety
carpentry. The Department at its sole and absolute discretion may elect to increase the retention
of any trade Subcontractor up to ten percent (10%), in the event the Department determines
that the situation so warrants. The Department also in its sole and absolute discretion, may
elect to reduce the retainage relating to a particular trade Subcontractor, or the Cost of the
Work-related to a specific item of Self -Performed Work to zero upon: (a) satisfactory
completion of such Work; (b) submission of all required warranties, certifications, and
operating or maintenance instructions with respect to that Work; and (c) execution of
appropriate waivers of lien and releases of claims. However, in no event shall the total
retainage held by the Department be reduced to an amount that is less than t wo and one-half
percent (2.5%) of the GMP.
Section 10.3 Stored Materials.
The Department shall not be required to pay for materials stored at the site or stored at
other locations absent prior written authorization to do so, which authorization may be withheld
at the Department's sole discretion. If the Department expressly agre es to pay for materials
stored at the site but not yet incorporated into the Work, the Application for Payment may also
include a request for payment of the cost of such materials, if the materials have been delivered
to the site, and suitably stored. Such requests shall be documented by appropriate invoices and
bills of sale. Payment for stored materials shall be conditioned also on the Design -Builder’s
representation that it has inspected the material and found it to be free from defect and
Page 54 of 121
otherwise in conformity with this Agreement, and on satisfactory evidence that the materials
are insured under the builder’s risk policy. Further, if the Design -Builder requests the
Department to allow payments for storage of materials offsite, the Design -Builder shall be
required, inter alia, to agree to the execution of proper Project documentation to afford the
Department a secured interest in the materials upon payment.
Section 10.4 Design-Builder’s Certification.
Each Application for Payment shall be accompanied by the Design -Builder's signed
certification that:
Section 10.4.1. all amounts paid to the Design-Builder on the previous Application for
Payment that were attributable to Subcontractor Work or to materials or equipment
being supplied by any supplier have been paid over to the appropriate Subcontractors
and suppliers;
Section 10.4.2. that all amounts currently sought for Subcontractor Work or supply of
materials or equipment are currently due and owing to the Subcontractors and material
or equipment suppliers;
Section 10.4.3. that all Work, materials or equipment for which payment is sought is,
to the best of the Design -Builder's knowledge, free from defect and meets all of the
requirements set forth in the Agreement:
Section 10.4.4. that the Design-Builder’s subcontracts include the clauses required by
subparagraphs (1) through (4) of D.C. Official Code §2-221.02(d) (2017).
Section 10.4.5. The Design-Builder shall not include in an Application for Payment
amounts for Work for which the Design-Builder does not intend to pay.
Section 10.6 Lien Waivers.
Each Application for Payment shall be accompanied by written waivers of the right to
file a mechanic’s lien and all other claims, in a form substantially similar to Exhibit K for the
Design-Builder and all Subcontractors and material suppliers at all tiers who have supplied
labor or material or both for which payment is requested, subject only to the receipt of payment.
If the Department so requests, the Design -Builder shall also submit unconditional waivers of
liens for itself and all Subcontractors and material suppliers at all tiers with respect to Work or
materials or equipment for which payment has been previously made, and additional forms of
waiver acknowledging receipt of final payment under the Agreement , and providing final
release of such liens.
Section 10.7 Warranty of Title.
By submitting an Application for Payment, the Design -Builder warrants to the
Department that title to all Work for which payment is sought will pass to the Department,
without liens, claims, or other encumbrances, upon the receipt of payment by the Department.
The Department may require the execution of appropriate Project documents to confirm the
passage of a clear title. Passage of title shall not operate to pass the risk of loss with respect to
the Work in question. Risk of loss remains with the Design -Builder until Substantial
Completion, unless otherwise agreed by the Department, in writing.
Section 10.8 Submission.
On the twenty-fifth day of each month, the Design-Builder shall submit to the Department
(with a copy to the Program Manager) an Application for Payment, which Application for
Page 55 of 121
Payment shall cover the entire month during which the Application for Payment is submitted.
All amounts formally submitted via Application for Payment and not disputed by the
Department shall be due and payable on the last day of the month following submi ssion or, if
that is not a business day, on the following business day. If the Design-Builder and Department
are unable to agree on the amounts properly due and owing, the Department shall pay in
accordance with its good faith determination , and the Design-Builder may protest and pursue
a claim as provided in this Agreement and the Standard Contract Provisions (Construction
Contracts and Architectural and Engineering Services Contracts).
Section 10.9 Right to Withhold Payments.
The Department will notify the Design -Builder within fifteen (15) days after receiving
any Application for Payment of any defect in the Application for Payment or the Design -
Builder’s performance which may result in the Department’s declining to pay all or a part of
the requested amount. The Department may withhold payment from the Design -Builder, in
whole or part, as appropriate, if:
Section 10.9.1 the Work is defective, and such defects have not been remedied; or
Section 10.9.2 the Department has determined that the Design -Builder’s progress has
fallen behind the Project Schedule, and the Design -Builder fails, within ten (10)
calendar days of the Department’s written demand, to provide the Department with a
realistic and acceptable Recovery Plan in accordance with Section 5.19; or
Section 10.9.3 the Design-Builder's monthly schedule update reflects that the Design -
Builder has fallen behind the Project Schedule, and the Design-Builder fails to include,
in the same monthly report, a realistic and acceptable Recovery Plan in accordance with
Section 5.19; or
Section 10.9.4 the Design-Builder has failed to provide reports in full compliance with
Section 5.5 of this Agreement; or
Section 10.9.5 the Design -Builder has failed to pay Subcontractors or suppliers
promptly or has made false or inaccurate certifications that payments to Subcontractors
or suppliers are due or have been made; or
Section 10.9.6 any mechanic’s lien has been filed against the Department, the site or
any portion thereof or interest therein, or any improvements on the site, even though
the Department has paid all undisputed amounts due to the Design -Builder, and the
Design-Builder, u pon notice, has failed to remove the lien, by bonding it off or
otherwise, within ten (10) calendar days; or
Section 10.9.7 the Department has reasonable evidence that the Work will not be
completed by the Substantial Completion Date, as required, that the unpaid balance of
the GMP would not be adequate to cover actual or liquidated damages arising from the
anticipated delay; or
Section 10.9.8 the Department has reasonable evidence that the Work cannot be
completed for the unpaid balance of the GMP; or
Section 10.9.9 the Design-Builder is otherwise in substantial breach of this Agreement
including, without limitation, failures to comply with LSDBE Utilization requirements
or;
Page 56 of 121
Section 10.9.10 the Application for Payment is incomplete, unsubstantiated , and/or
does not contain sufficient documentation for evaluation by the Contracting Officer.
Section 10.10. Payment Not Acceptance.
Payment of any progress payment or final payment shall not constitute acceptance of
Work that is defective or otherwise fails to conform to the Agreement or a waiver of any rights
or remedies the Department may have with respect to defective or nonconforming Work.
Section 10.11 Department Not Obligated to Others.
The Department shall have no obligation to pay or be responsible in any way for
payments to a consultant or subcontractor performing portions of the Work.
Section 10.12 Final Payment.
A final payment (“Final Payment”) shall be made by the Department to the Design -
Builder when: (i) Final Completion has been achieved; (ii) all deliverables set forth in Section
5.14, and Exhibit N have been delivered to and are accepted by the Department; (iii) the
Design-Builder provides the Department a complete set of product manuals (O&M), training
videos, and warranties, as applicable; and (iv) a complete final Application for Payment and a
final accounting for the Cost of the Work has been submitted b y the Design -Builder and
reviewed by the Department and, to the extent the Department determines appropriate, the
Department’s accountants. The Department shall make the Final Payment not more than thirty
(30) days after the Department verifies the amount of the final payment set forth in a complete
final Application for Payment.
Section 10.12.1 The amount of the Final Payment shall be calculated as follows:
Section 10.12.1.1 Take the sum of the Cost of the Work substantiated by the Design -
Builder’s final accounting and the Design-Build Fee; but not more than the GMP.
Section 10.12.1.2 Subtract amounts, if any, for which the Department withholds
pursuant to the Agreement.
Section 10.12.1.3 Subtract the aggregate of previous payments made by the
Department. (If the aggregate of previous payments made by the Department exceeds
the amount due the Design -Builder, the Design -Builder shall promptly reimburse the
difference to the Department).
Section 10.12.1.4 The Final Payment shall take into account any savings accruing to
the Department or the Design-Builder.
Section 10.12.1.5 The Department will review and report in writing on the Design -
Builder’s final accounting within 30 days after delivery of the final accounting to the
Department by the Design -Builder. Based upon Department’s determination of the
Cost of the Work, and provided the other conditions of Section 10.12.1 have been met,
the Department will, within fifteen (15) days after the Department’s determination,
notify the Design -Builder of any amount that the Department will withhold and the
reasons therefor. The time periods stated in this Section 10.12.1.5 supersede those for
typical progress payments.
Section 10.12.1.6 If the Department determines that the Cost of the Work is other than
that claimed by the Design-Builder, the Design-Builder shall be entitled to proceed in
accordance with Article 3 of the Standard Contract Provisions (Construction
Page 57 of 121
Contracts). Pending a final resolution of the disputed amount, the Department shall pay
the Design-Builder the amount that the Department determines to be appropriate.
Page 58 of 121
10 Article 11 - INSURANCE
Section 11.1 Insurance Required by the Project
A. GENERAL REQUIREMENTS. The Contractor at its sole expense shall procure and
maintain, during the entire period of performance under this contract, the types of
insurance specified below. The Contractor shall have its insurance broker or insurance
company submit a Certificate of Insurance to the CO giving evidence of the required
coverage prior to commencing performance under this contract. In no event shall any
work be performed until the required Certificates of Insurance signed by an authorized
representative of the insurer(s) have been provided to, and accepted by, the CO. All
insurance shall be written with financially responsible companies authoriz ed to do
business in the District of Columbia or in the jurisdiction where the work is to be
performed and have an A.M. Best Company rating of A - / VII or higher. Should the
Contractor decide to engage a subcontractor for segments of the work under this
contract and wish to propose different insurance requirements than outlined below,
then, prior to commencement of work by the subcontractor, the Contractor shall submit
in writing the name and brief description of work to be performed by the subcontractor
on the Subcontractors Insurance Requirement Template provided by the CA, to the
Office of Risk Management (ORM). ORM will determine the insurance requirements
applicable to the subcontractor and promptly deliver such requirements in writing to
the Contractor and the CA. The Contractor must provide proof of the subcontractor's
required insurance prior to commencement of work by the subcontractor. If the
Contractor decides to engage a subcontractor without requesting from ORM specific
insurance requirements for the subcontractor, such subcontractor shall have the same
insurance requirements as the Contractor.
General liability, commercial auto, workers' compensation and property
insurance policies (if applicable to this agreement) shall contain a waiver of subrogation
provision in favor of the Government of the District of Columbia.
The Government of the District of Columbia shall be included in all policies
required hereunder to be maintained by the Contractor and its subcontractors (except
for workers’ compensation and professional liability insurance) as an additional
insureds for claims against The Government of the District of Columbia relating to this
contract, with the understanding that any affirmative obligation imposed upon the
insured Contractor or its subcontractors (including without limitation the liability to pay
premiums) shall be the sole obligation of the Contractor or its subcontractors, and not
the additional insured. The additional insured status under the Contractor’s and its
subcontractors’ Commercial General Liability insurance policies shall be effected using
the ISO Additional Insured Endorsement form CG 20 10 11 85 (or CG 20 10 07 04 and
CG 20 37 07 04) or such other endorsement or combination of endorsements providing
coverage at least as broad and approved by the CO in writing. All of the Contractor’s
and i ts subcontractors’ liability policies (except for workers’ compensation and
professional liability insurance) shall be endorsed using ISO form CG 20 01 04 13 or
its equivalent so as to indicate that such policies provide primary coverage (without any
right of contribution by any other insurance, reinsurance or self -insurance, including
any deductible or retention, maintained by an Additional Insured) for all claims against
the additional insured arising out of the performance of this Statement of Work by th e
Contractor or its subcontractors, or anyone for whom the Contractor or its
Page 59 of 121
subcontractors may be liable. These policies shall include a separation of insureds
clause applicable to the additional insured.
If the Contractor and/or its subcontractors maintain broader coverage and/or higher
limits than the minimums shown below, the District requires and shall be entitled to the
broader coverage and/or the higher limits maintained by the Contractor and
subcontractors.
B. INSURANCE REQUIREMENTS
1. Commercial General Liability Insurance (“CGL”) - The Contractor shall provide
evidence satisfactory to the CO with respect to the services performed that it carries
a CGL policy, written on an occurrence (not claims -made) basis, on Insurance
Services Office, Inc. (“ISO”) form CG 00 01 04 13 (or another occurrence -based
form with coverage at least as broad and approved by the CO in writing), covering
liability for all ongoing and completed operations of the Contractor, including
ongoing and completed operations under all subcontracts, and covering claim s for
bodily injury, including without limitation sickness, disease or death of any persons,
injury to or destruction of property, including loss of use resulting therefrom,
personal and advertising injury, and including coverage for liability arising out of
an Insured Contract (including the tort liability of another assumed in a contract) and
acts of terrorism (whether caused by a foreign or domestic source). Such coverage
shall have limits of liability of not less than $1,000,000 each occurrence, a $2,000,000
general aggregate (including a per location or per project aggregate limit
endorsement, if applicable) limit, a $1,000,000 personal and advertising injury
limit, and a $2,000,000 products -completed operations aggregate limit including
explosion, collapse and underground hazards.
The contractor should be named as an additional insured on the applicable
manufacturer’s/distributer’s Commercial General Liability policy using Insurance
Services Office, Inc. (“ISO”) form CG 20 15 04 13 (or another occurrence -based
form with coverage at least as broad).
DGS should collect, review for accuracy and maintain all warranties for
goods and services.
2. Automobile Liability Insurance - The Contractor shall provide evidence satisfactory
to the CO of commercial (business) automobile liability insurance written on ISO
form CA 00 01 10 13 (or another form with coverage at least as broad and approved
by the CO in writing) including coverage for all owned, hired, borrowed and non -
owned vehicles and equipment used by the Contractor, with minimum per accident
limits equal to the greater of (i) the limits set forth in the Contractor’s commercial
automobile liability policy or (ii) $1,000,000 per occurrence combined single limit
for bodily injury and property damage.
3. Workers’ Compensation Insurance - The Contractor shall provide evidence
satisfactory to the CO of Workers’ Compensation insurance in accordance with the
statutory mandates of the District of Columbia or the jurisdiction in which the
contract is performed.
Employer’s Liability Insurance - The Contractor shall provide evidence satisfactory
to the CO of employer’s liability insurance as follows: $500,000 per accident for
injury; $500,000 per employee for disease; and $500,000 for policy disease limit.
Page 60 of 121
All insurance required by paragraphs 1,2 and 3 shall include a waiver of subrogation
endorsement for the benefit of Government of the District of Columbia.
4. Crime Insurance (3rd Party Indemnity) - The Contractor shall provide a Crime
policy including 3 rd party fidelity to cover the dishonest acts of Contractor s, its
employees and/or volunteers which result in a loss to the District. The Government
of the District of Columbia shall be included as loss payee. The policy shall provide
a limit of $10,000 per occurrence.
5. Cyber Liability Insurance - The Contractor shall provide evidence satisfactory to
the Contracting Officer of Cyber Liability Insurance, with limits not less than
$2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be
sufficiently broad to respond to the dutie s and obligations as is undertaken by
Contractor in this agreement and shall include, but not limited to, claims involving
infringement of intellectual property, including but not limited to infringement of
copyright, trademark, trade dress, invasion of privacy violations, information theft,
damage to or destruction of electronic information, release of private information,
alteration of electronic information, extortion and network security. The policy
shall provide coverage for breach response costs as w ell as regulatory fines and
penalties as well as credit monitoring expenses with limits sufficient to respond to
these obligations. Limits may not be shared with other lines of coverage. A copy of
the cyber liability policy must be submitted to the Office of Risk Management
(ORM) for compliance review.
6. Environmental Liability/Contractors Pollution Liability Insurance - The Contractor
shall provide evidence satisfactory to the CO of environmental liability insurance
covering losses caused by pollution or other hazardous conditions arising from
ongoing or completed operations of the Contractor. Such insurance shall apply to
bodily injury, property damage (including loss of use of damaged property or of
property that has been physically injured), clean -up costs, transit and non -owned
disposal sites. Coverage shall extend to defense costs and expenses incurred in the
investigation, civil fines, penalties and damages or settlements. There shall be
neither an exclusion nor a sublimit for mold or fungus -related claims. The
minimum limits required under this paragraph shall be equal to the greater of (i) the
limits set forth in the Contractor’s pollution liability policy or (ii) $2,000,000 per
occurrence and $2,000,000 in the annual aggregate. If such coverage is written on
a claims-made basis, the Contractor warrants that any retroactive date applicable to
coverages under the policy precedes the Contractor’s performance of any work
under the Contract and that continuous completed operations coverage will be
maintained for at least ten (10) years or an extende d reporting period shall be
purchased for no less than ten (10) years after completion.
The Contractor also must furnish to the CO - Owner certificates of insurance
evidencing environmental liability insurance maintained by third party
transportation and disposal site operators(s) used by the Contractor for losses
arising from facility(ies) a ccepting, storing or disposing hazardous materials or
other waste as a result of the Contractor’s operations. Such coverages must be
maintained with limits of at least the amounts set forth above.
7. Employment Practices Liability - The Contractor shall provide evidence
satisfactory to the Contracting Officer with respect to the operations performed to
Page 61 of 121
cover the defense of claims arising from employment related wrongful acts
including but not limited to: Discrimination, Sexual Harassment, Wrongful
Termination, Workplace Torts, "Bullying" in "any location" and "by any means,"
including the Internet , whether between employees of contractor or against third
parties. Employment Practices Liability coverage must specifically state Third
Party Liability coverage is included. Contractor will indemnify and defend the
District of Columbia should it be name d co-defendant or be subject to or party of
any claim. Coverage shall also extend to Temporary Help Firms and Independent
Contractors hired by Contractor. The policy shall provide limits of not less than
$1,000,000 for each wrongful act and $2,000,000 annual aggregate for each
wrongful act.
8. Installation-Floater Insurance - For projects not involving structural alterations, the
contractor shall provide an installation floater policy with a limit equal to the
Property values being installed as part of the project. The policy shall cover property
while located at the project site, at temporary locations, or in transit; deductibles
will be the sole responsibility of the contractor.
9. Professional Liability Insurance (Errors & Omissions) - The Contractor shall
provide Professional Liability Insurance (Errors and Omissions) to cover liability
resulting from any error or omission in the performance of professional services
under this Contract. The policy shall provide limits of $1,000,000 p er claim or per
occurrence for each wrongful act and $2,000,000 annual aggregate. The Contractor
warrants that any applicable retroactive date precedes the date the Contractor first
performed any professional services for the Government of the District of Columbia
and that continuous coverage will be maintained or an extended reporting period
will be exercised for a period of at least ten years after the completion of the
professional services. Limits may not be shared with other lines of coverage.
10. Sexual/Physical Abuse & Molestation - The Contractor shall provide evidence
satisfactory to the Contracting Officer with respect to the services performed that it
carries $1,000,000 per occurrence limits; $2,000,000 aggregate of affirmative abuse
and molestation liability coverage. Coverage should include physical abuse, such
as sexual or other bodily harm and non -physical abuse, such as verbal, emotional
or mental abuse; any actual, threatened or alleged act; errors, omission or
misconduct. This insuranc e requirement will be considered met if the general
liability insurance includes an affirmative sexual abuse and molestation
endorsement for the required amounts. So called “silent” coverage or “shared”
limits under a commercial general liability or profes sional liability policy will not
be acceptable. Limits may not be shared with other lines of coverage. The applicable
policy may need to be submitted to the Office of Risk Management (ORM) for
compliance review.
11. Commercial Umbrella or Excess Liability - The Contractor shall provide evidence
satisfactory to the CO of commercial umbrella or excess liability insurance with
minimum limits equal to the greater of (i) the limits set forth in the Contractor’s
umbrella or excess liability policy or (ii) $15,00 0,000 per occurrence and
$15,000,000 in the annual aggregate, following the form and in excess of all liability
policies. All liability coverages must be scheduled under the umbrella and/or excess
policy. The insurance required under this paragraph shall be written in a form that
annually reinstates all required limits. Coverage shall be primary to any insurance,
self-insurance or reinsurance maintained by the District and the “other insurance”
Page 62 of 121
provision must be amended in accordance with this requirement and principles of
vertical exhaustion.
Construction Projects Controlled by the District
For construction projects controlled by the District, the District will procure
the following policies with the District listed as the first named insured. Since the
District will control the placement of the policies, the District should not
contractually bind itself to secure coverage broader than the minimum that satisfy
the interests of the Contractor.
Builders Risk – The District shall purchase and maintain, in a company
authorized to do business in the jurisdiction in which the project is located, builders
risk insurance, written on an “all risk”, special causes of loss or equivalent form.
Builders risk coverage wi ll include boiler and machinery / equipment breakdown,
earthquake and flood perils. Building ordnance and terrorism coverage will be
included.
The deductible shall not exceed $25,000 except for earthquake, flood,
windstorm, water damage or other perils at the discretion of the District and as
available in the insurance industry.
The project limit shall equal the replacement value of the structure, including
coverage for property in transit and stored off premises.
At the discretion of the District, builders risk coverage will extend to soft costs
and delayed completion.
Builders risk insurance shall include the interests of The Government of the
District of Columbia, the Contractor, Subcontractors and Sub – subcontractors in
the project.
C. PRIMARY AND NONCONTRIBUTORY INSURANCE
The insurance required herein shall be primary to and will not seek contribution
from any other insurance, reinsurance or self -insurance including any deductible or
retention, maintained by the Government of the District of Columbia.
D. DURATION. The Contractor shall carry all required insurance until all contract work
is accepted by the District of Columbia and shall carry listed coverages for ten years
for construction projects following final acceptance of the work performed under thi s
contract and two years for non-construction related contracts.
E. LIABILITY. These are the required minimum insurance requirements established by
the District of Columbia. However, the required minimum insurance requirements
provided above will not in any way limit the contractor’s liability under this contract.
F. CONTRACTOR’S PROPERTY. Contractor and subcontractors are solely responsible
for any loss or damage to their personal property, including but not limited to tools and
equipment, scaffolding and temporary structures, rented machinery, or owned and
leased eq uipment. A waiver of subrogation shall apply in favor of the District of
Columbia.
Page 63 of 121
G. MEASURE OF PAYMENT . The District shall not make any separate measure or
payment for the cost of insurance and bonds. The Contractor shall include all of the
costs of insurance and bonds in the contract price.
H. NOTIFICATION. The Contractor shall ensure that all policies provide that the CO
shall be given thirty (30) days prior written notice in the event of coverage and / or limit
changes or if the policy is canceled prior to the expiration date shown on the certificate.
The Contractor shall provide the CO with ten (10) days prior written notice in the event
of non-payment of premium. The Contractor will also provide the CO with an updated
Certificate of Insurance should its insurance coverages renew during the contract.
I. CERTIFICATES OF INSURANCE. The Contractor shall submit certificates of
insurance giving evidence of the required coverage as specified in this section prior to
commencing work. Certificates of insurance must reference the corresponding contract
number. Evidence of insurance shall be submitted to:
The Government of the District of Columbia
And emailed to the attention of:
Peter Henry Lyonga
Contracting Officer
Department of General Services
Contracts & Procurement Division
3924 Minnesota Avenue, NE, 5th Floor
Washington, DC 20019
peterhenry.lyonga@dc.gov
The CO may request and the Contractor shall promptly deliver updated certificates of
insurance, endorsements indicating the required coverages, and/or certified copies of
the insurance policies. If the insurance initially obtained by the Contractor expires prior
to completion of the contract, renewal certificates of insurance and additional insured
and other endorsements shall be furnished to the CO prior to the date of expiration of
all such initial insurance. For all coverage required to be maintained after completion,
an additional certificate of insurance evidencing such coverage shall be submitted to
the CO on an annual basis as the coverage is renewed (or replaced).
J. DISCLOSURE OF INFORMATION. The Contractor agrees that the District may
disclose the name and contact information of its insurers to any third party which
presents a claim against the District for any damages or claims resulting from or arising
out of work performed by the Contractor , its agents, employees, servants or
subcontractors in the performance of this contract.
K. CARRIER RATINGS. All Contractor’s and its subcontractors’ insurance required in
connection with this contract shall be written by insurance companies with an A.M.
Best Insurance Guide rating of at least A - VII (or the equivalent by any other rating
agency) and licensed in the District.
Page 64 of 121
Article 12- BONDS
Section 12.1 Performance Bond and Payment Bond.
The Design-Builder shall, before commencing the Construction Phase, provide to the
Department a payment bond and performance bond, each with a penal sum equal to the full
value of the Agreement, NTE or the GMP. Such bond shall remain in full force and effect until
Final Completion is achieved and the Department shall be able to draw upon such bond
regardless of the amount paid by the Department to the Design -Builder, even if such amount
exceeds the penal value of such bond. Unless otherwise directed by the Department, the
Design-Builder shall require all Subcontractors whose Subcontract prices exceed One Hundred
Thousand Dollars ($100,000) to provide payment and performance bonds, with a penal sum
equal to one hundred percent (100%) of the subcontract price. All bonds must be in a form
acceptable to the Department, its lenders or bond trustee, and issued by a surety authorized to
do business in the District of Columbia and bonding company listed on the United S tates
Department of Treasury’s Listing of Approved Sureties. All subcontractors’ bonds must
include a dual obligee rider, naming the Design -Builder and the Department as dual obligees.
If the Guaranteed Maximum Price is increased pursuant to the terms of the Agreement, the
Department may require that the amount of the bonds be increased in the amount of one
hundred percent (100%) of the increase, and the Design -Builder shall promptly comply. The
Design-Builder shall furnish a copy of its bonds to any pot ential beneficiary of the bonds or
permit that person or company to make a copy. If the bonds provided become unacceptable to
the Department, the Design -Builder shall promptly provide substitute security acceptable to
the Department. If the Design-Builder intends to exercise its rights as dual obligee under any
trade Subcontractor’s bond, it shall first give the Department twenty (20) days written notice,
so that the Department may lodge any objection it may reasonably have to the proposed action.
Page 65 of 121
Article 13 - ECONOMIC INCLUSION REQUIREMENTS
Section 13.1 LSDBE Utilization.
If the Design-Builder subcontracts any work, at least (35%) of the dollar volume of the
Agreement shall be subcontracted with small business enterprises (“SBE”). If there are
insufficient qualified SBEs then the subcontracting may be satisfied by subcontra cting (35%)
of the dollar volume to any qualified certified business enterprises (“CBE”). For subcontracted
work, pass through entities will not count toward this goal. In order to count toward the
subcontracting requirement, the SBE must perform at least (35%) of the work that is being
counted toward the goal with its own forces. The Local, Small, and Disadvantaged Business
Enterprises (“LSDBE”) certification shall be, in each case, as of the effective date of the
applicable subcontract. Supply agreements with material suppliers shall be counted toward
meeting this goal. The Design -Builder has developed a Subcontracting Plan that is attached
hereto as Exhibit D. The Design -Builder shall comply with the terms of the SBE
Subcontracting Plan in making purchas es and administering its subcontracts and supply
agreements.
Section 13.2 Mandatory Subcontracting Requirements
Section 13.2.1 Unless the Director of the Department of Small and Local Business
Development (DSLBD) has approved a waiver in writing, in accordance with D.C.
Official Code § 2 -218.51, for all contracts in excess of $250,000, at least 35% of the
dollar volume of the contract shall be subcontracted to qualified small business
enterprises (SBEs).
Section 13.2.2 If there are insufficient SBEs to completely fulfill the requirement of
Section 13.2.1, then the subcontracting may be satisfied by subcontracting 35% of the
dollar volume to any qualified certified business enterprises (CBEs); provided,
however, that all reasonable efforts shall be made to ensure that SBEs are significant
participants in the overall subcontracting work.
Section 13.2.3 A prime contractor that is certified by DSLBD as a small, local or
disadvantaged business enterprise shall not be required to comply with the provisions
of Sections 13.2.1 and 13.2.2.
Section 13.2.4 Except as provided in Sections 13.2.1 and 13.2.2, a prime contractor
that is a CBE and has been granted a proposal preference pursuant to D.C. Official
Code § 2-218.43, or is selected through a set-aside program, shall perform at least 35%
of the contracting effort with its own organization and resources and, if it subcontracts,
35% of the subcontracting effort shall be with CBEs. A CBE prime contractor that
performs less than 35% of the contracting effort shall be subject to enforcement
actions under D.C. Official Code § 2-218.63.
Section 13.2.5 A prime contractor that is a certified joint venture and has been granted
a proposal preference pursuant to D.C. Official Code § 2 -218.43, or is selected
through a set-aside program, shall perform at least 50% of the contracting effort with
its own organization and resources and, if it subcontracts, 35% of the subcontracting
effort shall be with CBEs. A certified joint venture prime contractor that performs
less than 50% of the contracting effort shall be subject to enforcement actions under
Page 66 of 121
D.C. Official Code § 2-218.63.
Section 13.2.6 Each CBE utilized to meet these subcontracting requirements
shall perform at least 35% of its contracting effort with its own organization
and resources.
Section 13.3 Subcontracting Plan (Exhibit D)
If the Design-Builder is required by law to subcontract under this Agreement, then the
subcontracting plan submitted with its Proposal, may only be amended with the prior written
approval of the Contracting Officer and Director of DSLBD, as previously stated herein; and,
any reduction in the dollar volume of the subcontracted portion resulting from an amendment
of the Subcontracting Plan shall inure to the benefit of the District. The Subcontracting Plan
shall include the following:
(1) The name and address of each subcontractor;
(2) A current certification number of the small or certified business enterprise;
(3) The scope of work to be performed by each subcontractor; and
(4) The price that the prime contractor will pay each subcontractor.
Section 13.4 Copies of Subcontracts
Within twenty-one (21) days of the date of award, the Contractor shall provide fully
executed copies of all subcontracts identified in the subcontracting plan to the Contracting
Officer (CO), District of Columbia Auditor and the Director of DSLBD.
Section 13.5 Subcontracting Plan Compliance Reporting
Section 13.5.1 If the Contractor has a subcontracting plan required by law for this
contract, the Contractor shall submit a quarterly report to the Contracting Officer,
District of Columbia Auditor, and the Director of DSLBD. The quarterly report
shall include the follow ing information for each subcontract identified in the
subcontracting plan:
(A) The price that the prime contractor will pay each subcontractor under the
subcontract;
(B) A description of the goods procured or the services subcontracted for;
(C) The amount paid by the prime contractor under the subcontract; and
(D) A copy of the fully executed subcontract, if it was not provided with an
earlier quarterly report.
Section 13.5.2 If the fully executed subcontract is not provided with the quarterly
report, the prime contractor will not receive credit toward its subcontracting
requirements for that subcontract.
Page 67 of 121
Section 13.6 Annual Meetings
Upon at least 30 -days written notice provided by DSLBD, the Contractor shall meet
annually with the CO, CA, District of Columbia Auditor and the Director of DSLBD to
provide an update on its subcontracting plan.
Section 13.7 DSLBD Notices
The Contractor shall provide written notice to the DSLBD and the District of
Columbia Auditor upon commencement of the contract and when the contract is completed.
Section 13.8 Enforcement and Penalties for Breach of Subcontracting Plan
Section 13.8.1 A contractor shall be deemed to have breached a subcontracting plan
required by law if the contractor (i) fails to submit subcontracting plan monitoring
or compliance reports or other required subcontracting information in a reasonably
timely manner; (ii) submits a monitoring or compliance report or other required
subcontracting information containing a materially false statement; or (iii) fails to
meet its subcontracting requirements.
Section 13.8.2 A contractor that is found to have breached its subcontracting plan for
utilization of CBEs in the performance of a contract shall be subject to the imposition
of penalties, including monetary fines in accordance with D.C. Official Code § 2 -
218.63.
Section 13.8. 3 If the CO determines the Contractor’s failure to be a material breach
of the contract, the CO shall have cause to terminate the contract under the default
provisions in Article 16 of the Contract.
Section 13. 8.4 Neither the Design -Builder nor a Subcontractor may remove a
Subcontractor or tier -Subcontractor if such Subcontractor or tier -Subcontractor is
certified as an LSDBE company unless the Department approves of such removal, in
writing. The Department may cond ition its approval upon the Design -Builder
developing a plan that is, in the Department’s sole and absolute judgment, adequate to
maintain the level of LSDBE participation in the Project.
Section 13.9 Equal Employment Opportunity and Hiring of District Residents
Section 13.9.1 For contracts for services in the amount of $300,000 or more, the
Design-Builder shall comply with the First Source Employment Agreement Act of
1984, as amended, D.C. Official Code § 2-219.01 et seq. (“First Source Act”).
Section 13.9.2 The Design-Builder shall enter into and maintain during the term of the
Contract, a First Source Employment Agreement ( the “ Employment Agreement ”)
(Exhibit V) with the District of Columbia Department of Employment Service’s
(DOES), in which the Design -Builder shall agree that: (a) The first source for finding
employees to fill all jobs created in order to perform the Contract shall be the First
Source Register; and (b) The first source for finding employees to fill any vacancy
occurring in all jobs covered by the Employment Agreement shall be the First Source
Register.
Section 13.9.3 If applicable, the Design -Builder shall comply with subchapter X of
Chapter II of Title 2, and all successor acts thereto, including by not limited to the
Page 68 of 121
Workforce Intermediary Establishment and Reform of First Source Amendment Act of
2011, and the rules and regulations promulgated thereunder, including, but not limited
to the following requirements:
a) At least twenty percent (20%) of journey worker hours by trade shall be
performed by District residents;
b) At least sixty percent (60%) of apprentice hours by trade shall be performed by
District residents;
c) At least fifty-one percent (51%) of the skilled laborer hours by trade shall be
performed by District residents; and
d) At least seventy percent (70%) of common laborer hours shall be performed by
District residents.
Section 13.9.4 The Design-Builder shall not begin the performance of the Contract until
its Employment Agreement has been accepted by DOES. Once approved, the
Employment Agreement shall not be amended except with the approval of DOES.
Section 13.9.5 The Design-Builder agrees that at least 51% of the new employees hired
to perform the Contract shall be District residents. The Design-Builder shall ensure that
at least fifty -one percent (51%) of the Design -Builder and every sub-consultants and
subcontractor’s employees hired after the effective date of the Agreement, or after such
subconsultant or subcontractor enters into a contract with the Design -Builder, to work
on the Project shall be residents of the District of Columbia. This percent age shall be
applied in the aggregate, and not trade by trade.
Section 13.9.6 The Contractor’s hiring and reporting requirements under the First
Source Act and any rules promulgated thereunder shall continue for the term of the
Contract.
Section 13.9.7 The CO may impose penalties, including monetary fines of 5% of the
total amount of the direct and indirect labor costs of the Contract, for a willful breach
of the Employment Agreement, failure to submit the required hiring compliance
reports, or deliberate submission of falsified data.
Section 13.9.8 If the Design-Builder does not receive a good faith waiver, the CO may
also impose an additional penalty equal to 1/8 of 1% of the total amount of the direct
and indirect labor costs of the Contract for each percentage by which the Design -
Builder fails to meet its hiring requirements.
Section 13.9.9 Any contractor which violates, more than once within a 10 -year
timeframe, the hiring or reporting requirements of the First Source Act shall be referred
for debarment for not more than five (5) years.
Section 13.9.10 The Design-Builder may appeal any decision of the CO pursuant to
this clause to the DC Contract Appeals Board located at 441 4th Street, NW, Suite
350N, Washington, DC 20001.
Section 13.9.11 The provisions of the First Source Act do not apply to nonprofit
organizations which employ 50 employees or less.
Page 69 of 121
Section 13.9.12 Construction projects or contracts covered by this Section of the
Contract shall be subject to the hiring and reporting requirements set forth in this
Section until construction is completed and a final certificate of occupancy has been
issued.
Section 13.9.13 The Design -Builder shall comply with applicable laws,
regulations and special requirements of the Contract Documents regarding equal
employment opportunity and affirmative action programs. In accordance with the
District of Columbia Administrative Issuance System, Mayor’s Order 85-85 dated June
10, 1985, the forms for completion of the Equal Employment Opportunity Information
Report are incorporated here in as Exhibit P. A contract award cannot be made to any
contractor that has not satisfied the equal employment requirements.
Section 13.10 Economic Inclusion Reporting Requirements
Section 13. 10.1 Upon execution of the Agreement, the Design -Builder and all its
member firms, if any, and each of its Subcontractors shall submit to the Department a
list of current employees and apprentices that will be assigned to the Agreement, the
date they were hired and whether or not they live in the District of Columbia.
Section 13. 10.2 The Design -Builder and its constituent entities shall comply with
subchapter X of Chapter II Title 2, and subchapter II of Chapter 11 of Title 1 of the
D.C. Code, and all successor acts thereto and the rules and regulations promulgated
thereunder. The Desi gn-Builder and all member firms and Subcontractors shall
execute a First Source Agreement with the District of Columbia Department of
Employment Services (“DOES”) prior to beginning work at the Project site.
Section 13.10.3 The Design -Builder shall maintain detailed records relating to the
general hiring of District of Columbia and community residents.
Section 13. 10.4 The Design -Builder shall be responsible for: (i) including the
provisions of Section 9.3 in all subcontracts; (ii) collecting the information required
in Section 9.3 from its Subcontractors; and (iii) providing the information collected
from its Subcontractors in the reports required to be submitted by the Design-Builder
pursuant to Section 9.3.
Section 13.10.5. Reserved
Section 13.10.6 Living Wage Act . In addition to the requirements set forth in the
First Source Employment Agreement, the Design -Builder shall comply with all
applicable provisions of the Living Wage Act of 2006, Exhibit Q , as amended
(codified at D.C. Official Code §§ 2-220.01 et seq.) and its implementing regulations.
Section 13.10.7 Apprenticeship Act. The D.C. Apprenticeship Act of D.C. Law 2 -
156, (as amended, the Act) may apply to these Projects. As applicable, the Design -
Builder firms and their subcontractors selected to perform work on the Projects on a
craft-by-craft basis may be required to comply with the Act. If applicable, all terms
and conditions of the D.C. Apprenticeship Council Rules and Regulations shall be
implemented, and the selec ted Design -Builder firms shall be liable for any
subcontractor non-compliance. Thirty-five percent (35%) of all apprentice hours shall
be worked by District residents.
Section 13.11 WAY TO WORK AMENDMENT ACT OF 2006
Page 70 of 121
Section 13.11.1. Except as described in Section 13.1 1.8 below, the Design -Builder
shall comply with Title I of the Way to Work Amendment Act of 2006, effective June
8, 2006 (D.C. Law 16 -118, D.C. Official Code §2 -220.01 et seq.) (“Living Wage Act
of 2006”), for contracts for services in the amount of $100,000 or more in a 12-month
period.
Section 13.11.2 The Design-Builder shall pay its employees and subcontractors who
perform services under the Contract no less than the current living wage.
Section 13.11.3 The Design-Builder shall include in any subcontract for $15,000 or
more a provision requiring the subcontractor to pay its employees who perform services
under the Contract no less than the current living wage rate.
Section 13.11.4 The DOES may adjust the living wage annually and Design -Builder
will find the current living wage rate on its website at www.does.dc.gov.
Section 13.11.5 The Design-Builder shall provide a copy of the Fact Sheet attached
within Exhibit Q to each employee and subcontractor who performs services under the
Contract. The Design-Builder shall also post the Notice attached within Exhibit Q in a
conspicuous place in its place of business. The Design -Builder shall include in any
subcontract for $15,000 or more a provision requiring the subcontractor to post the
Notice in a conspicuous place in its place of business.
Section 13.11.6 The Design -Builder shall maintain its payroll records under the
Contract in the regular course of business for a period of at least three (3) years from
the payroll date , and shall include this requirement in its subcontracts for $15,000 or
more under the Contract.
Section 13.11.7 The payment of wages required under the Living Wage Act of 2006
shall be consistent with and subject to the provisions of D.C. Official Code §32 -1301
et seq.
Section 13.11.8 The requirements of the Living Wage Act of 2006 do not apply to:
(1) Contracts or other agreements that are subject to higher wage level
determinations required by federal law;
(2) Existing and future collective bargaining agreements, provided, that the future
collective bargaining agreement results in the employee being paid no less than
the established living wage;
(3) Contracts for electricity, telephone, water, sewer or other services provided by
a regulated utility;
(4) Contracts for services needed immediately to prevent or respond to a disaster or
imminent threat to public health or safety declared by the Mayor;
(5) Contracts or other agreements that provide trainees with additional services
including, but not limited to, case management and job readiness services;
provided that the trainees do not replace employees subject to the Living Wage
Act of 2006;
(6) An employee under 22 years of age employed during a school vacation period,
or enrolled as a full -time student, as defined by the respective institution, who
is in high school or at an accredited institution of higher education and who
works less than 25 hours per week; provided that he or she does not replace
employees subject to the Living Wage Act of 2006;
(7) Tenants or retail establishments that occupy property constructed or improved
Page 71 of 121
by receipt of government assistance from the District of Columbia; provided,
that the tenant or retail establishment did not receive direct government
assistance from the District;
(8) Employees of nonprofit organizations that employ not more than 50 individuals
and qualify for tax exemption pursuant to section 501(c)(3) of the Internal
Revenue Code of 1954, approved August 16, 1954 (68A Stat. 163; 26 U.S.C. §
501(c)(3);
(9) Medicaid provider agreements for direct care services to Medicaid recipients,
provided, that the direct care service is not provided through a home care
agency, a community residence facility, or a group home for mentally retarded
persons as those term s are defined in section 2 of the Health -Care and
Community Residence Facility, Hospice, and Home Care Licensure Act of
1983, effective February 24, 1984 (D.C. Law 5 -48; D.C. Official Code § 44-
501); and
(10) Contracts or other agreements between managed care organizations and the
Health Care Safety Net Administration or the Medicaid Assistance
Administration to provide health services.
Section 13.11.9 The Mayor may exempt a contractor from the requirements of the
Living Wage Act of 2006, subject to the approval of the Council, in accordance with
the provisions of Section 109 of the Living Wage Act of 2006.
Section 13.12 Reserved
Page 72 of 121
Article 14 - LIQUIDATED DAMAGES
Section 14.1 Reserved.
Section 14.2 Delay in Substantial Completion.
If the Design -Builder fails to achieve Substantial Completion of the Project by the
Substantial Completion Date, the Parties acknowledge and agree that the actual damage to the
Department for the delay will be impossible to determine, and in lieu thereof, the Design -
Builder shall pay to the Department, as fixed, agreed and liquidated delay damages in the
amount set forth in the Project Information Section of this Agreement per day for each calendar
day of delay for failure to meet the applicable Substantial Completion Date.
The Design-Builder and the Department agree that the liquidated damages set forth in
this Article do not constitute, and shall not be deemed, a penalty but represent a reasonable
approximation of the damages to the Department associated with a delay in the Project. These
damages shall not apply if the delay is the result of force majeure and the Design -Builder
otherwise complies with the provisions set forth in the Standard Contract Provisions
(Construction Contracts and Architectural/Engineering Services Contracts).
Section 14.3 Early Completion.
In the event the Design -Builder achieves Substantial Completion of the Project prior to
the Substantial Completion Date, the Design -Builder shall maintain the completed Project, at
its own expense, until such time that the Department agrees to occupy and u se the Project for
its intended use.
Page 73 of 121
Article 15 - MISCELLANEOUS PROVISIONS
Section 15.1. Ownership and Use of Project Documents.
The Drawings, Specifications , and other Project Documents prepared by the Design-
Builder’s Architect and copies thereof furnished to the Design-Builder, are for use solely with
respect to this Project. They are not to be used by the Design -Builder, Subcontractors, Sub-
subcontractors, or suppliers on other projects, or for additions to this Project outside the scope
of the Work, without the specific written consent of the Department, and the Design-Builder’s
Architect. The referenced Drawing, Specifications, and other Project Documents shall become
the property of the Department. The District will be the sole owner of all project drawings,
specifications, and other Project Documents and the Design -Builder shall provide the District
with a complete set of “as-built” within sixty (60) days of final completion.
Section 15.2. Assignment.
The Department and Design -Builder respectively bind themselves, their partners,
members, joint venturers, constituent entities, successors, assigns, and legal representatives to
the other party hereto and to partners, members, joint venturers, constituent entities, successors,
assigns, and legal representatives of such other party in respect to covenants, agreements , and
obligations contained in the Agreement. Neither party to the Agreement shall assign the
Agreement or its rights and obligations under the Agreement, without the written consent of
the other party. If either party attempts to make such an assignment without such consent, that
party shall nevertheless remain legally responsible for all obligations under the Agreement.
Section 15.3. Buy American Act Provision.
The Design-Builder shall comply with the provisions of the Buy American Act (41 U.S.C.
§ 10a-10d), including, but not limited to, the purchase of steel.
Section 15.3.1 In accordance with the Buy American Act (41 U.S.C. § l0a -l0d), and
Executive Order 10582. December 17, 1954 (3 CFR, 1954 -58 Comp., p. 230), as
amended by Executive Order 11051, September 27, 1962 (3 CFR, l059—63 Comp., p.
635), the Design-Builder agrees that only domestic construction material will be used
by the Design-Builder, subcontractors, material men and suppliers in the performance
of the Agreement, except for non-domestic material listed in the Agreement.
“Components” as used in this Section, means those articles, materials and supplies
incorporated directly into the end products.
“Domestic end product”, as used in this section, means, (1) an unmanufactured end
product mined or produced in the United States, or (2) an end product manufactured in
the United States, if the cost of its components mined, produced, or manufactured in
the United States, exceeds 50 percent of the cost of all its components.
Components of foreign origin of the same class or kind as the products shall be treated
as domestic. Scrap generated, collected, and prepared for processing in the Unites States
is considered domestic.
“End Products”, as used in this Section, means those articles, materials, and supplies to
be acquired for public use under this Contract.
The Design-Builder shall deliver only domestic end products, except those:
Page 74 of 121
1. For use outside the United States;
2. That the District determines are not mined, produced, or manufactured in the
United States in sufficient and reasonably available commercial quantities of a
satisfactory quality;
3. For which the District determines that domestic preference would be
inconsistent with the public interest; or
4. For which the District determines the cost to be unreasonable.
Section 15.3.2 Domestic Construction Material. “Construction material” means any
article, material , or supply brought to the construction site for incorporation in the
building or work. An unmanufactured construction material is a “domestic construction
material” if it has been mined or produced in the United States. A manufactured
construction material is a “domestic construction material” if it has been manufactured
in the United States and if the cost of its components which have been mined, produced,
or manufactured in the United States exceeds 50 percent of the cost of all its
components. “Component” means any article, material, or supply directly incorporated
in construction material.
Section 15.3.3 Domestic Component. A component shall be considered to have been
“mined, produced, or manufactured in the United States” regardless of its source, in
fact, if the article, material, or supply in which it is incorporated was manufactured in
the United States and the component is of a class or kind determined by the Government
to be not mined, produced or manufactured in the United States in sufficient and
reasonably available commercial quantities and of satisfactory quality.
Section 15.3.4 Foreign Material. When steel materials are used in a project a minimal
use of foreign steel is permitted. The cost of such materials cannot exceed one-tenth of
one percent of the total project cost or $2,500,000, whichever is greater.
Section 15.4. Davis-Bacon Act Provision and Title 29 CFR Part 5.5.
The Design-Builder agrees that the construction work performed under this Agreement
shall be subject to the Davis-Bacon Act (40 U.S.C. §§ 276a-276a-7), Exhibit G1 and Title 29
Code of Federal Regulations (“CFR”) Exhibit G2. The wage rates applicable to this Project
are attached as Exhibits G1 and Exhibit G2. The Design-Builder further agrees that it and all
of its subcontractors shall comply with the regulations implementing the Davis-Bacon Act and
Title 29 CFR and such regulations are hereby incorporated by reference. At such time as the
Design-Builder is preparing its GMP, the Design-Builder shall include the current Davis-Bacon
wage rates in its GMP.
Section 15.5. The Quick Payment Clause
Section 15.5.1 Interest Penalties to Contractors
Section 15.5.1.1 The District will pay interest penalties on amounts due to the Design-
Builder under the Quick Payment Act, D.C. Official Code §2 -221.01 et seq ., as
amended, for the period beginning on the day after the required payment date and
ending on the date on which payment of the amount is made. Interest shall be calculated
at the rate of 1.5% per month. No interest penalty shall be paid if payment for the
completed delivery of the item of property or service is made on or before the required
payment date. The required payment date shall be:
Page 75 of 121
a. The date on which payment is due under the terms of the Contract;
b. Not later than 7 calendar days, excluding legal holidays, after the date of
delivery of meat or meat food products;
c. Not later than 10 calendar days, excluding legal holidays, after the date of
delivery of a perishable agricultural commodity; or
d. 30 calendar days, excluding legal holidays, after receipt of a proper invoice for
the amount of the payment due, if a specific date on which payment is due is
not established by contract;
Section 15.5.1.2 Any amount of an interest penalty which remains unpaid at the end of
any 30-day period shall be added to the principal amount of the debt and thereafter
interest penalties shall accrue on the added amount.
Section 15.5.1.3 No interest penalty shall be due to the Design -Builder if payment for
the completed delivery of goods or services is made on or after:
a. 3rd day after the required payment date for meat or a meat food product;
b. 5th day after the required payment date for an agricultural commodity; or
c. 15th day after any other required payment date in the case of any other item.
Section 15.5.2 Payments to Subcontractors
Section 15.5.2.1 The Design-Builder must take one of the following actions within
seven (7) days of receipt of any amount paid to the Design -Builder by the District for
work performed by any subcontractor under this contract:
a. Pay the subcontractor for the proportionate share of the total payment received
from the District that is attributable to the subcontractor for work performed
under the Contract; or
b. Notify the Contracting Officer and the subcontractor, in writing, of the Design-
Builder’s intention to withhold all or part of the subcontractor’s payment and
state the reason for the nonpayment.
Section 15.5.2.2 The Design-Builder must pay any subcontractor or supplier interest
penalties on amounts due to the subcontractor or supplier beginning on the day after the
payment is due and ending on the date on which the payment is made. Interest shall be
calculated at the rate of 1.5% per month. No interest penalty shall be paid on the
following if payment for the completed delivery of the item of property or service is
made on or before:
a. The 3rd day after the required payment date for meat or a meat product;
b. The 5th day after the required payment date for an agricultural commodity; or
c. The 15th day after the required payment date for any other item.
Section 15.5.2.3 Any amount of an interest penalty that remains unpaid by the Design-
Builder at the end of any 30 -day period shall be added to the principal amount of the
debt to the subcontractor and thereafter interest penalties shall accrue on the added
amount.
Page 76 of 121
Section 15.5.2.4 A dispute between the Design -Builder and subcontractor relating to
the amounts or entitlement of a subcontractor to a payment or a late payment interest
penalty under the Quick Payment Act does not constitute a dispute to which the District
of Columbia is a party. The District may not be interpleaded in any judicial or
administrative proceeding involving such a dispute.
Section 15.5.3 Subcontractor Quick Payment Clause Flow-Down Requirements
Section 15.5.3.1 The Design -Builder shall include in each subcontract under this
Contract a provision requiring the subcontractor to include in its contract with any
lower-tier subcontractor or supplier the payment and interest clauses required under
paragraphs (1) and (2) of D.C. Official Code §2-221.02(d).
Section 15.5.4 Requirements for Change Order Payments
Section 15.5.4.1 The Department and the Design-Builder are prohibited from requiring
the a Prime Contractor or a subcontractor to undertake any work that is determined to
be beyond the original scope of the Prime Contractor's or a subcontractor's contract or
subcontract, including work under a District-issued change order, when the additional
work increases the contract price beyond the not -to-exceed price or negotiated
maximum price of the underlying contract, unless the Contracting Officer:
a. Agrees with the Prime Contractor and, if applicable, the subcontractor on a price
for the additional work;
b. Obtains a certification from the Chief Financial Officer that there are sufficient
funds to compensate the Prime Contractor and, if applicable, the subcontractor
for the additional work;
c. Has made a written, binding commitment with the Prime Contractor to pay for
the additional work within 30 days after the Prime Contractor submits a proper
invoice for the additional work to the CO; and
d. Gives written notice of the funding certification from the Chief Financial
Officer to the Prime Contractor;
Section 15.5.4.2 The Design-Builder is required to include in its subcontracts a clause
that requires the Prime Contractor to:
a. Within 5 business days of receipt of the notice required under subparagraph
(A)(iv) of this paragraph, provide the subcontractor with notice of the approved
amount to be paid to the subcontractor based on the portion of the additional
Work to be completed by the subcontractor;
b. Pay the subcontractor any undisputed amount to which the subcontractor is
entitled for any additional work within 10 days of receipt of payment for the
additional Work from the District; and
c. If the Prime Contractor withholds payment from a subcontractor, notify the
subcontractor in writing and state the reason why payment is being withheld
and provide a copy of the notice to the CO.
Section 15.5.4.3 The Department, Design -Builder, Design-Builder Architects, or a
subcontractor are prohibited from declaring another party to the contract to be in default
or assessing, claiming, or pursuing damages for delays in the completion of the
Page 77 of 121
construction due to the inability of the parties to agree on a price for the additional
work.
Section 15.5.4.4 Authorized Changes By The Contracting Officer
a. The CO is the only person authorized to approve changes in any of the
requirements of this Contract.
b. The Design-Builder shall not comply with any order, directive , or request that
changes or modifies the requirements of this Contract unless issued in writing
and signed by the CO.
c. In the event the Design-Builder effects any change at the instruction or request
of any person other than the CO, the change will be considered to have been
made without authority and no adjustment will be made in the Contract price to
cover any cost increase incurred as a result thereof.
Section 15.6 Contract Work Hours and Safety Standards Act Provision. The Design -
Builder agrees that the applicable work performed under this Agreement shall be subject to the
Contract Work Hours and Safety Standards Act (40 U.S.C. §§ 327-333).
Section 15.7 False Claims Act. Design-Builder shall be governed by all laws and regulations
prohibiting false or fraudulent statements and claims made to the DC government, including
the prescriptions set forth in District of Columbia Code Official Code §22-2514 and §§2 -
381.01 et seq. In the event that it is discovered that the Design -Builder has made a false,
fraudulent, or unsupported statement or claim to the Department, the Department may
terminate this Agreement without liability.
Section 15.8 Interpretation of Contract and Order of Precedence. All of the Project
documents comprising the Agreement should be read as complementary so that what is called
for by one is called for by all. Ambiguities shall be construed in favor of a broader scope of
Work for the Design -Builder, as the intent of the Agreement is, with specifically identified
exceptions, to require the Design -Builder to assume entire responsibility for the construction
of the Project. If there is any inconsistency among the Project documents comprising the
Agreement, the order of precedence among them is as follows, with the first listed Project
document having the highest priority:
a. This Agreement and its Modifications, Change Orders, Change Directives and any
Exhibits thereto;
b. The Department’s Standard Contract Provisions ( Construction Contracts and
Architectural/Engineering Services Contracts) , as amended, and any missing term in
this Agreement shall be addressed in accordance with the Standard Contract Provisions;
and
c. The Construction documents released or approved by the Department.
Section 15.9 Independent Contractor. The Design -Builder and the Design -Builder’s
employees: (1) shall perform the services specified herein as independent contractors, not as
employees or agent of the District, or joint venture or partner with the District; (2) shall be
responsible for their own management and administration of the work required and bear sole
responsibility for complying with any and all technical, schedule, financial requirements or
constraints attendant to the performance of this Agreement; (3) shall be free from supervision
Page 78 of 121
or control by any government employee with respect to the manner or method of performance
of the service specified; but (4) shall, pursuant to the government’s right and obligation to
inspect, accept or reject work, comply with such general direction of th e CO, or the duly
authorized representative of the CO as is necessary to ensure accomplishment of the Agreement
objectives. The Design-Builder shall have exclusive authority to manage, direct, and control
the work, and shall be responsible for all means, m ethods, techniques, sequences, and
procedures, as well as for Project safety.
Section 15.10 No Third -Party Beneficiary Rights. Nothing in this Agreement shall be
construed as creating third-party beneficiary rights in any person or entity, except as otherwise
expressly provided in this Agreement.
Section 15.11 Media Releases. Neither the Design -Builder, its employees, agents or
Subcontractors or material suppliers shall make any press release or similar media release
related to the Project unless such press release have been discussed with the Department prior
to its issuance.
Section 15.12 Construction. This Agreement shall be construed fairly as to all Parties and not
in favor of or against any party, regardless of which party prepared the Agreement.
Section 15.13 Notices. All notices or communications required or permitted under the
Agreement shall be in writing and shall be hand delivered or sent by telecopier or by recognized
overnight carrier to the intended recipient at the address stated below, or to such other address
as the recipient may have designated in writing. Any such notice or communication shall be
deemed delivered as follows: if hand d elivered, on the day so delivered, if sent by telecopier,
on confirmation of successful transmission, and if sent by recognized overnight carrier, the
next business day.
If to the Department: If to the Design-Builder:
George Lewis, Associate Director Carlos Perdomo
and Chief Procurement Officer President
Department of General Services The Keystone Plus Construction
3924 Minnesota Avenue, NE Corporation
Washington, DC 20019 1925 Minnesota Avenue, Suite A
Washington, DC 20020
This Section shall be read as imposing minimum requirements for distribution of required
contractual notices, and not as displacing distribution requirements with respect to design
documents, construction submittals, periodic reports, and other Project documents.
Section 15.14 Limitations. The Design -Builder agrees that any statute of limitations
applicable to any claim or suit by the Department arising from this Agreement or its breach
shall be controlled by applicable District of Columbia law.
Section 15.15 Survival. All agreements warranties and representations of the Design-Builder
contained in the Agreement or in any certificate or Project document furnished pursuant to the
Agreement shall survive termination or expiration of the Agreement.
Section 15.16 No Waiver.
If the Department waives any power, right, or remedy arising from the Agreement or any
applicable law, the waiver shall not be deemed to be a waiver of the power, right, or remedy
Page 79 of 121
on the later recurrence of any similar events. No act, delay, or course of conduct by the
Department shall be deemed to constitute the Department's waiver, which may be effected only
by an express written waiver signed by the Department.
Section 15.17 Remedies Cumulative. Unless specifically provided to the contrary in the
Agreement, all remedies set forth in the Agreement are cumulative and not exclusive of any
other remedy the Department may have, including, without limitation, at law or in equity. The
Department's rights and remedies will be exercised at its sole discretion, and shall not be
regarded as conferring any obligation on the Department to exercise those rights or remedies
for the benefit of the Design-Builder or any other person or entity.
Section 15.18 Headings/Captions. The headings or captions used in this Agreement or its
table of contents are for convenience only and shall not be used in interpreting the Agreement.
Section 15.19 Entire Agreement; Modification. The Agreement supersedes all
contemporaneous or prior negotiations, representations, course of dealing, or agreements,
either written or oral. No modifications to the Agreement shall be effective against the
Department unless made in writing and signed by both the Department and the Design-Builder,
unless otherwise expressly provided to the contrary in the Agreement. Notwithstanding the
foregoing, nothing herein shall be construed to limit the Department’s abi lity to unilaterally
modify the Agreement.
Section 15.20 Severability. In the event any one or more of the provisions contained in this
Agreement shall for any reason be held to be invalid, illegal or unenforceable in any respect,
such invalidity, illegality or unenforceability shall not affect any other provision of this
Agreement, and in lieu of each such invalid, illegal or unenforceable provision, there shall be
added automatically as a part of this Agreement a provision as similar in terms to such invalid,
illegal or unenforceable provision as may be possible and be valid, legal and enforceable; each
part of this Agreement is intended to be severable.
Section 15.21 Anti-Deficiency Acts. The obligations and responsibilities of the Department
under the terms of the Agreement, or any subsequent agreement entered into pursuant to this
Agreement or referenced herein (to which the Department is a party), are and shall remain
subject to the prov isions of: (i) the federal Anti -Deficiency Act, 31 U.S.C. §§ 1341, 1342,
1349-1351, 1511-1519 (2004) (the “ Federal ADA”), and D.C. Official Code §§ 1 -206.03(e)
and 47-105 (2001); (ii) the District of Columbia Anti -Deficiency Act, D.C. Official Code §§
47-355.01 – 355.08 (2004 Supp.)(the “ D.C. ADA” and (i) and (ii) collectively, as amended
from time to time, the “ Anti- Deficiency Acts ”); and (iii) Section 446 of the District of
Columbia Home Rule Act, D.C. Official Code § 1 -204.46 (2001). Pursuant to the Anti -
Deficiency Acts, nothing in this Agreement shall create an obligation of the Department in
anticipation of an appropriation by C ongress for such purpose, and the Department’s legal
liability for payments and other char ges under this Agreement shall not arise or obtain in
advance of the lawful availability of appropriated funds for the applicable fiscal year as
approved by Congress. IN ACCORDANCE WITH § 446 OF THE HOME RULE ACT,
D.C. CODE § 1-204.46, NO DISTRICT OF COLUMBIA OFFICIAL IS AUTHORIZED
TO OBLIGATE OR EXPEND ANY AMOUNT UNDER THE AGREEMENT OR
CONTRACT DOCUMENTS UNLESS SUCH AMOUNT HAS BEEN APPROVED, IS
LAWFULLY AVAILABLE, AND APPROPRIATED BY ACT OF CONGRESS.
Section 15.21.1 The Department agrees to exercise all lawful authority available to it
to satisfy the financial obligations of the Department that may arise under this
Agreement. During the term of this Agreement, the Mayor of the District of Columbia
Page 80 of 121
or other appropriate official shall, for each fiscal period, include in the budget
application submitted to the Council of the District of Columbia the amount necessary
to fund the Department’s known potential financial obligations under this Agreement
for such fiscal period. In the event that a request for such appropriations is excluded
from the budget approved by the Council and submitted to Congress by the President
for the applicable fiscal year or if no appropriation is made by Congress to pay any
amounts due under this Agreement for any period after the fiscal year for which
appropriations have been made, and in the event appropriated funds for such purposes
are not otherwise lawfully available, the Department will not be liable to make any
payment under this Agreement upon the expiration of any then-existing appropriation,
the Department shall promptly notify the Contractor and this Agreement shall
immediately terminate upon the expiration of any then-existing appropriation.
Section 15.21.2 Notwithstanding the foregoing, no officer, employee, director, member
or other natural person or agent of the District or Department shall have any personal
liability in connection with the breach of the provisions of this Section or in the event
of non-payment by the Department under this Agreement.
Section 15.21.3 This Agreement shall not constitute an indebtedness of the District
and/or the Department nor shall it constitute an obligation for which the Department is
obligated to levy or pledge any form of taxation or for which the District has levied or
pledged any form of taxation. No District of Columbia Official or employee is
authorized to obligate or expend any amount under this Agreement unless such amount
has been appropriated by Act of Congress and is lawfully available.
Section 15.22 Time.
Time, if stated in a number of days, will be calendar days and thus include Saturdays,
Sundays, and holidays, unless otherwise stated herein.
Section 15.23 Americans With Disabilities Act of 1990 (“ADA”).
During the performance of this Contract, the Design -Builder and any of its
Subcontractors shall comply with the ADA. The ADA makes it unlawful to discriminate in
employment against a qualified individual with a disability. See 42 U.S.C. §12101 et seq.
Section 15.24 Contracts in Excess of One Million Dollars.
Any contract in excess of $l,000,000 shall not be binding or give rise to any claim or
demand against the District until approved by the Council of the District of Columbia and
signed by the Contracting Officer.
Section 15.25 Gratuities Not to Benefit Provisions.
If it is found, after notice and hearing, by the Department that gratuities (in the form of
entertainment, gifts, payment, offers of employment , or otherwise) were offered or given by
the Design -Builder, or any agent or representative of the Design -Builder, to any official,
employee or agent of the Department or the District with a view toward securing the
Agreement or any other contract or securing favorable treatment with respect to the awarding
or amending, or the making of any determinations with respect to the performance of the
Agreement, the Department may, by written notice to the Design -Builder, terminate the right
of the Design-Builder to proceed under the Agreement and may pursue such other rights and
remedies provided by law and under the Agreement.
Section 15.25.1 In the event the Agreement is terminated as provided in Article 16 of
this Agreement, the Department shall be entitled:
Page 81 of 121
a. to pursue the same remedies against the Design -Builder as it could pursue in the
event of a breach of the Agreement by the Design-Builder; and
b. as a penalty in addition to any other damages to which it may be entitled by law, to
exemplary damages in an amount (as determined by the Department) which shall be
not less than ten times the costs incurred by the Design -Builder in providing any such
gratuities.
Section 15.2 5.2 No member of, nor delegate to Congress, Mayor or City Council
Member, nor the Department nor employee of the District or employee of the
Department shall be admitted to any share or part of the Agreement or to any benefit
that may arise therefrom, and all agreements entered into by the CO of the Department
in which he or she be personally interested as well as all agreements made by the
Department in which the Mayor or City Council Member or employee of the District
shall be personally interested shall be void and no payments shall be made on any such
contracts by the Department; but this provision shall not be construed or extend to the
agreement if the share of or benefit to the member of, or delegate to Congress, Mayor
or City Council Member, or employee of the District is de minimis.
Section 15.2 6 Ethical Standards for the Department's Employees And Former
Employees.
The Department expects the Design-Builder to observe the highest ethical standards and
to comply with all applicable laws, rules, and regulations governing ethical conduct or conflicts
of interest. Neither the Design -Builder, nor any person associated with the Design -Builder,
shall provide (or seek reimbursement for) any gift, gratuity, favor, entertainment, loan, or other
thing of value to any employee of the District or the Department not in conformity with
applicable law, rules or regulations. The Design -Builder shall not engage the services of any
person or persons in the employment of the Department or the District for any work required,
contemplated, or performed under the Agreement. The Design-Builder may not assign to any
former employee or District employee or agent who has joined the Design-Builder’s firm any
matter on which the former employee, while employed by the Department, had material or
substantial involvement in the matter. The Design-Builder may request a waiver to permit the
assignment of such matters to former personnel on a case -by-case basis. The Design-Builder
shall include in every subcontract a provision substantially similar to this section so that such
provisions shall be binding upon each Design-Builder or vendor.
Section 15.27 Non-Discrimination in Employment Provisions.
15.27.1 District of Columbia Human Rights Act
a. The Design-Builder shall not discriminate in any manner against any employee
or applicant for employment that would constitute a violation of the District of
Columbia Human Rights Act, effective December 13, 1977, as amended (D.C.
Law 2 -38; D.C. Official C ode § 2 -1401.01 et seq.) (“Act”, as used in this
clause). The Design-Builder shall include a similar clause in all subcontracts,
except subcontracts for standard commercial supplies or raw materials. In
addition, the Design-Builder agrees, and any subcontractor shall agree, to post
in conspicuous places, available to employees and applicants for employment,
a notice setting forth the provisions of this non -discrimination clause as
provided in section 251 of the Act.
Page 82 of 121
b. Pursuant to Mayor’s Order 85 -85, (6/10/85), Mayor’s Order 2002 -175
(10/23/02), Mayor’s Order 2011 -155 (9/9/11) and the rules of the Office of
Human Rights, Chapter 11 of Title 4 of the D.C. Municipal Regulations, the
following clauses apply to the Contract:
1. The Design -Builder shall not discriminate against any employee or
applicant for employment because of race, color, religion, national
origin, sex, age, marital status, personal appearance, sexual orientation,
family responsibilities, matriculation, politic al affiliation, or physical
handicap.
2. The Design -Builder agrees to take affirmative action to ensure that
applicants are employed, and that employees are treated during
employment, without regard to their race, color, religion, national
origin, sex, age, marital status, personal appearance, sexual orientation,
family responsibilities, matriculation, political affiliation, or physical
handicap. The affirmative action shall include, but not be limited to, the
following:
i. Employment, upgrading, or transfer;
ii. Recruitment or recruitment advertising;
iii. Demotion, layoff, or termination;
iv. Rates of pay, or other forms of compensation; and
v. Selection for training and apprenticeship.
3. Unless otherwise permitted by law and directed by the Department, the
Design-Builder agrees to post in conspicuous places, available to
employees and applicants for employment, notices to be provided by the
Department setting forth the provisions paragraph s 1 and 2 of Section
15.27.1(b) of this Agreement, concerning non -discrimination and
affirmative action.
4. The Design -Builder shall, in all solicitations or advertisements for
employees placed by or on behalf of the Design -Builder, state that all
qualified applicants will receive consideration for employment pursuant
to the non-discrimination requirements set forth in Section 15.27.3.
5. The Design-Builder agrees to send to each labor union or representative
of workers with which it has a collective bargaining agreement, or other
contract or understanding, a notice to be provided by the Department,
advising each labor union or workers' rep resentative of the Design -
Builder’s commitments under this Section 15.27.1, and shall post copies
of the notice in conspicuous places available to employees and
applicants for employment.
6. The Design-Builder agrees to permit access by the Department to all
books, records and accounts pertaining to its employment practices for
purposes of investigation to ascertain compliance with this Section
15.27.1, and to require under terms of any Subcontractor agreement
each Subcontractor to permit access of the Subcontractors, books,
records, and accounts for such purposes.
Page 83 of 121
7. The Design -Builder shall include in every subcontract this Section
15.27.1 so that such provisions shall be binding upon each subcontractor
or vendor.
8. The Design -Builder shall take such action with respect to any
subcontract as the CO may direct as a means of enforcing these
provisions, including sanctions for noncompliance; provided, however,
that in the event the Design -Builder becomes involved in, or is
threatened with, litigation with a Subcontractor or vendor as a result of
such direction by the Department, the Design -Builder may request the
District to enter into such litigation to protect the interest of the District.
Section 15.27.2 Pregnant Workers Fairness
a. The Design -Builder shall comply with the Protecting Pregnant Workers
Fairness Act of 2016, D.C. Official Code § 32-1231.01 et seq. (PPWF Act).
b. The Design-Builder shall not:
1. Refuse to make reasonable accommodations to the known limitations
related to pregnancy, childbirth, related medical conditions, or
breastfeeding for an employee, unless the Design -Builder can
demonstrate that the accommodation would impose an undue hardship;
2. Take an adverse action against an employee who requests or uses a
reasonable accommodation in regard to the employee's conditions or
privileges of employment, including failing to reinstate the employee
when the need for reasonable accommodations ceases to the employee's
original job or to an equivalent position with equivalent:
i. Pay;
ii. Accumulated seniority and retirement;
iii. Benefits; and
iv. Other applicable service credits;
3. Deny employment opportunities to an employee, or a job applicant, if
the denial is based on the need of the employer to make reasonable
accommodations to the known limitations related to pregnancy,
childbirth, related medical conditions, or breastfeeding;
4. Require an employee affected by pregnancy, childbirth, related medical
conditions, or breastfeeding to accept an accommodation that the
employee chooses not to accept if the employee does not have a known
limitation related to pregnancy, childbirth, relate d medical conditions,
or breastfeeding or the accommodation is not necessary for the
employee to perform her duties;
5. Require an employee to take leave if a reasonable accommodation can
be provided; or
6. Take adverse action against an employee who has been absent from
work as a result of a pregnancy-related condition, including a pre-birth
complication.
c. The Design-Builder shall post and maintain in a conspicuous place a notice of
rights in both English and Spanish and provide written notice of an employee's
Page 84 of 121
right to a needed reasonable accommodation related to pregnancy, childbirth,
related medical conditions, or breastfeeding pursuant to the PPWF Act to:
1. New employees at the commencement of employment;
2. Existing employees; and
3. An employee who notifies the employer of her pregnancy, or other
condition covered by the PPWF Act, within 10 days of the notification.
d. The Design-Builder shall provide an accurate written translation of the notice of
rights to any non-English or non-Spanish speaking employee.
e. Violations of the PPWF Act shall be subject to civil penalties as described in the
PPWF Act.
15.27.3 UNEMPLOYED ANTI-DISCRIMINATION
a. The Design-Builder shall comply with the Unemployed Anti-Discrimination Act
of 2012, D.C. Official Code § 32 -1361 et seq. (“Anti- Discrimination Act”).
b. The Design-Builder shall not:
1. Fail or refuse to consider for employment, or fail or refuse to hire, an
individual as an employee because of the individual's status as
unemployed; or
2. Publish, in print, on the Internet, or in any other medium, an
advertisement or announcement for any vacancy in a job for
employment that includes:
i. Any provision stating or indicating that an individual's status as
unemployed disqualifies the individual for the job; or
ii. Any provision stating or indicating that an employment agency
will not consider or hire an individual for employment based on
that individual's status as unemployed.
c. Violations of the Unemployed Anti-Discrimination Act shall be subject to civil
penalties as described in the Anti- Discrimination Act.
Section 15.28 ASSIGNMENT OF CONTRACT PAYMENTS
a. Subject to this Section 15.28, in accordance with Title 27 DCMR Section 3250, the
Design-Builder may assign due or to become due as a result of the performance of this
Design-Builder to a bank, trust company, or other financing institution funds.
b. Any assignment shall cover all unpaid amounts payable under this Agreement and shall
not be made to more than one party.
c. Notwithstanding an assignment of Contract payments, the Design -Builder, not the
assignee, is required to prepare invoices. Where such an assignment has been made,
the original copy of the invoice must refer to the assignment and must show that
payment of the invoice is to be made directly to the assignee as follows:
Page 85 of 121
“Pursuant to the instrument of assignment dated ___________, make payment of this invoice
to (name and address of assignee).”
Section 15.29 FREEDOM OF INFORMATION ACT (“FOIA”)
The District of Columbia Freedom of Information Act, at D.C. Official Code § 2-532 (a-
3), requires the District to make available for inspection and copying any record produced or
collected pursuant to a District contract with a private contractor to perform a public function,
to the same extent as if the record were maintained by the agency on whose behalf the contract
is made. If the Design -Builder receives a request for such information, the Design -Builder
shall immediately send the request to the PM designated in Section 1.3 of this Agreement who
will provide the request to the FOIA Officer for the agency with programmatic responsibility
in accordance with the D.C. Freedom of Information Act. If the agency with programmatic
responsibility receives a request for a record maintained by the Design-Builder pursuant to the
Contract, the PM will forward a copy to the Design -Builder. In either event, the Design -
Builder is required by law to provide all responsive records to the PM within the timeframe
designated by the PM. The FOIA Officer for the agency with programmatic responsibility will
determine the releasability of the records. The District will reimburse the Design -Builder for
the costs of searching and copying the records in accordance with D.C. Official Code §2-532
and Chapter 4 of Title 1 of the D.C. Municipal Regulations.
Section 15.30 NONPROFIT FAIR COMPENSATION ACT OF 2020, D.C. Code § 2 -
222.01 et seq.
Section 15.30.1 Nonprofit organizations, as defined in the Act, shall include in their
rates the indirect costs incurred in the provision of goods or performance of services
under this RFTOP pursuant to the nonprofit organization's unexpired Negotiated
Indirect Cost Rate Agreement (“NICRA”). If a nonprofit organization does not have an
unexpired NICRA, the nonprofit organization may elect to instead include in its rates
its indirect costs:
(1) As calculated using a de minimis rate of 10% of all direct costs under this
Contract;
(2) By negotiating a new percentage indirect cost rate with the awarding agency;
(3) As calculated with the same percentage indirect cost rate as the nonprofit
organization negotiated with any District agency within the past 2 years;
however, a nonprofit organization may request to renegotiate indirect costs rates
in accordance with Section 15.30.2; or
(4) As calculated with a percentage rate and base amount, determined by a
certified public accountant, as defined in the Act, using the nonprofit
organization's audited financial statements from the immediately preceding
fiscal year, pursuant to the OMB Uniform Guidance, and certified in writing by
the certified public accountant.
Section 15.30.2 If this Contract is funded by a federal agency, indirect costs shall be
consistent with the requirements for pass-through entities in 2 C.F.R. § 200.331, or any
successor regulations.
Section 15.30.3 The Contractor shall pay its subcontractors which are nonprofit
organizations the same indirect cost rates as the nonprofit organization subcontractors
would have received as a prime contractor.
Page 86 of 121
Section 15.31 CAMPAIGN FINANCE REFORM ACT
Prior to the execution of this Contract, the Design -Builder shall complete and submit to the
Department a completed Campaign Finance Reform Act Self -Certification Form, Exhibit X,
pursuant to D.C. Official Code § 1-1161.01.
Page 87 of 121
ARTICLE 16- TERMINATION OR SUSPENSION
Section 16.1
All terminations or suspensions arising out of or under this Agreement shall be in
accordance with the terms of the Standard Contract Provisions (Construction Contracts and
Architectural/Engineering Services Contracts).
Section 16.2 Failure to Agree Upon GMP.
The Department shall have the right to terminate this Agreement in the event that the
Department and the Design -Builder are unable to agree upon a GMP for the Project and the
Department shall have the right, but not the obligation, to assume any of the Design-Builder’s
trade subcontracts upon such terms and conditions as requested by the Department. The
Department’s decision to terminate under this Section shall be made in the Department ’s sole
and absolute judgment and shall not be subject to review by any reviewing body, including,
but not limited to, arbitrators appointed under this Agreement or any court of competent
jurisdiction.
Section 16.3 Termination for Default.
The Department may terminate the Agreement for default if the Design -Builder fails to
perform any of its duties or obligations under the Agreement. In particular, but without
limitation, the Department may terminate the Agreement if:
1. The Design-Builder fails to perform the Work diligently, in accordance with the Project
Schedule or to make such progress in the Work as the Department reasonably believes
is necessary to complete the Project within the time required by the Agreement; or
2. The Design-Builder fails to perform the Work in a good and workmanlike manner or
to correct defects in the Work promptly upon notice by the Department; or
3. The Department reasonably determines that the Design -Builder has abandoned the
Work, or has failed to pay laborers, mechanics, materialmen, Subcontractors or
suppliers when payment is due; or
4. The Design-Builder becomes insolvent, makes an assignment for the benefit of
creditors, files a voluntary petition under any chapter of the Bankruptcy Code or has an
involuntary petition filed against it under any chapter of the Bankruptcy Code, or the
Design-Builder has a receiver appointed, or files for dissolution or otherwise is
dissolved; or
5. The Design-Builder fails to pay its debts in a timely manner or becomes insolvent, the
Department reasonably determines that the Design-Builder does not have the financial
ability to carry out its obligations under the Agreement and the Design-Builder fails to
give the Department prompt and reasonable assurances of its ability to perform.
Section 16.3.1 The Department shall provide the Design-Builder with written notice of
its intent to terminate the Agreement, under this Section.
Section 16.3.2 If the Department terminates the Agreement for default, the
Department will have the right to take over the Work, to accept assignment of some or
all Subcontracts or agreements with material suppliers, to take possession of the Project,
to take and use all tools, equipment and supplies then being used in connection with the
Page 88 of 121
Work, and to finish the Project by whatever method it deems expedient, including
accepting assignment of all outstanding Subcontracts and Supply Agreements.
Section 16.4 Termination for Convenience.
The Department may terminate the Contract in whole or specified part, for its
convenience, for any reason . The notice of termination shall state the effective date of
termination, the extent of the termination, and any specific instructions. The termination for
convenience that arises out of or under this Agreement shall be in accordance with the terms
of the Standard Contract Provisions (Construction Contracts and Architectural/Engineering
Services Contracts).
Section 16.5 Continued Responsibility After Termination.
If the Design -Builder is terminated, for default, for Convenience or otherwise, the
Design-Builder shall remain responsible for defects or non-conformities in all Work performed
to the date of the termination.
Page 89 of 121
Article 17 – OTHER CONDITIONS AND SERVICES
This Agreement and the rights and obligations of the Department and Design -Builder
herein are subject to the approval of the Council of the District of Columbia.
Page 90 of 121
Article 18 – CHANGES IN THE WORK
Section 18.1 Changes Authorized.
In accordance with the Standard Contract Provisions (Construction Contract) and the
Standard Contract Provisions for Architectural and Engineering services Contracts , the
Department may, without invalidating the Agreement, and without notice to or approval of any
surety, order changes in the Work, including additions, deletions or modifications. Any such
change must be conveyed by the Department to the Design -Builder via a written Change
Directive or Change Order.
Section 18.2 Executed Change Directive/Change Order Required.
Only a written Change Directive or Change Order, executed by the Department ’s
Contracting Officer, may make changes to the Agreement. In particular, but without limitation,
a written Change Directive or Change Order executed by the Department’s Contracting Officer
is the only means by which changes may be made to the Substantial or Final Completion Dates,
the Design-Build Fee, or the Guaranteed Maximum Price.
Section 18.3 Department-Initiated Changes
1. If the Department wishes to make a change in the Work or to accelerate the Work, it
will execute and issue to the Design-Builder a written Change Directive, either directing
the Design-Builder to proceed at once with the changed Work or directing it to not to
proceed, but to inform the Department, in writing, of the amount, if any, by which the
Design-Builder believes that Substantial or Final Completion Dates and/or the
Guaranteed Maximum Price should be adjusted to take the Chang e Order or Change
Directive into account.
2. Within ten (10) days of receiving a Change Directive, the Design-Builder shall provide
the Department with a written statement of all changes in the Agreement, including,
without limitation, any changes to the Substantial or Final Completion Dates or the
Guaranteed Maximum Price to which it believes it is entitled as a result of the Change
Directive. If additional time is sought, a schedule analysis supporting the requested
extension should be included. The schedule analysis should include a written narrative
explanation. If a change in the Guaranteed Maximum Price is sought (or if the
Department has requested a deduct change), the statement should include a breakdown,
by line item, of the estimated cost changes attributable to the proposed change. The
Department may request, and the Design -Builder shall provide, further cost
breakdowns, clarifications, project documentation or back -up if the Department
reasonably believes such additional information is needed to understand and evaluate
the request. The additional information required may include cost and pricing data in
accordance with the Department’s regulations. Any requested adjustment to the
Guaranteed Maximum Price shall be limited to increased Cost of the Work due to the
Change Directive. The Desi gn-Builder is not entitled to any markup on any kind of
Change Orders except as authorized in Section 18.8, and if so authorized, any mark-up
shall be in accordance with Section 18.11.
3. If the Department has not yet directed the Design -Builder to proceed with the change
described by a Change Directive, the Department may rescind it. If the Department
wishes to proceed or has already directed the Design -Builder to proceed, the Design -
Builder shall immediately proceed with the changed Work and, the Department and the
Design-Builder shall use their good faith best efforts to reach an agreement upon the
Page 91 of 121
modifications to the Substantial or Final Completion Dates, and/or the Guaranteed
Maximum Price that is justified by the Change Directive. If the Department and the
Design-Builder reach an agreement, the agreement shall be set forth in a Change Order
and the Design-Builder shall also execute it, at which point it will become binding on
both Parties.
4. If the Parties fail to reach an agreement within sixty (60) days after the Department
receives the Design-Builder’s detailed statement pursuant to Section 18.3.2, and such
other Project documentation as the Department may request, the Design -Builder may
assert a claim in accordance with the Agreement. In such a case, and subject to
adjustment via the claims and disputes process, the Department shall unilaterally grant
the Design-Builder such adjustme nts, if any, to the Substantial or Final Completion
Dates, the Guaranteed Maximum Price, and/or the Preconstruction or Design-Build Fee
as the Department has judged to be appropriate.
Section 18.4 Notice of Change Event.
The Design-Builder must give the Department written notice of any Change Event within
ten (10) calendar days of the date on which the Design -Builder knew, or reasonably should
have known, of the Change Event. To the extent available, the notice must state the nature of
the Change Event and describe, generally, all changes in the Agreement to which the Design -
Builder believes it is entitled. Such notice is an express condition precedent to any claim or
request for adjustment to the Substantial or Final Com pletion Dates, or the Guaranteed
Maximum Price arising from the Change Event and, if the notice is not given within the
required time, the Design -Builder will have waived the right to any adjustment to the
Substantial or Final Completion Dates, or the Guar anteed Maximum Price arising from the
Change Event.
Section 18.5 Detailed Change Request.
Within twenty (20) days after giving notice of a Change Event, the Design-Builder shall
submit a written Change Request to the Department describing, in reasonable detail, all
adjustments it seeks to the Substantial or Final Completion Dates or the Guaranteed Maximum
Price as a result of the Change Event. The Change Request shall include the same information
as described in Section 18.3 with respect to any Agreement changes the Design-Builder seeks
due to the Change Event, and the amount of any requested a djustment to the Guaranteed
Maximum Price shall be limited in accordance with that Section 18.3.
Section 18.6 Changes to GMP.
Subject to the condition precedent that the Design-Builder have complied with the notice
and documentation provisions of this Article, and subject to the limitations stated in this
Agreement, the Design-Builder is entitled to an adjustment to the Guaranteed Maximum Price
in the following cases:
1. If the Department issues a Change Directive or Change Order that directs the Design-
Builder to proceed with work which is beyond the scope of Work included within this
Agreement; or
2. The Design-Builder encounters differing site conditions or Hazardous Materials not
identified in the Preconstruction Phase.
Section 18.7 Deductive Change Orders.
The Department reserves the right to issue deductive Change Orders (reducing the
Guaranteed Maximum Price or modifying the Substantial or Final Completion Dates to an
Page 92 of 121
earlier date) when changes are effected, by Change Directive or otherwise, which will decrease
the cost of completing the Work or the time within which it can be completed.
Section 18.8 No Adjustments to Fee.
The Design -Builder understands and agrees that the Design -Build Fee shall not be
increased or decreased as a result of any Change Orders or Change Directive. In furtherance of
this understanding, the Design-Builder agrees that it shall not be entitled to an increase in the
Lump Sum General Conditions Cost or the Design-Build Fee by virtue of changes authorized
by the Department unless such changes fall outside the general scope of work contemplated by
this Agreement. The term general scope of work shall me an a state -of-the-art educational
facility that is consistent with the Department’s program of requirements and incorporates
sustainable design initiatives. Without limiting the generality of the foregoing, it is understood
and agreed that the Design -Builder shall not be entitled to any additional fees or general
conditions unless (i) the Department makes additions to the scope provided for in this
Agreement that cause the GMP, either individually or in the aggregate, to increase by more
than ten percent (10%); or (ii) the Department makes additions to the scope provided for herein
which (other than for punchlist or warranty work) require the Design-Builder’s services for the
Project to extend beyond the Substantial Completion Date.
Section 18.9 Executed Change Orders or Contract Modifications are Final.
The Design-Builder agrees that any Change Order or Contract Modification executed by
the Department and Design-Builder constitutes its full and final adjustment for all costs, delays,
disruptions, inefficiencies, accelerations, schedule impacts, or other consequences arising from
the change modification in question, whether a Change Directive, or a Change Event, or from
any claimed cumulative effect of changes made to the date of the Change Order or Contract
Modification, and that no further adjustments in compensation or time shall be sought or made
with respect to the Change Directive or the Change Event giving rise to the Change Order or
Contract Modification. Although the Parties anticipate that most Change Orders or Contract
Modifications will not req uire an adjustment to the Cost of General Conditions, if the Work
described in a Change Order or Contract Modification requires an increase or decrease in the
Lump Sum General Conditions Cost (i.e. because such a Change requires additional field staff
or other equipment that would be classified as General Conditions Costs), the Change Order or
Contract Modification shall contain an increase to the Design -Build Fee adjusting such
amount. The cost of processing a Change Order or Contract Modification shall not be
considered an event that will require an increase in the Lump Sum General Conditions Cost.
Section 18.10 Failure to Agree.
If the Design -Builder claims entitlement to a change in the Agreement, and the
Department does not agree that any action or event has occurred to justify any change in time
or compensation, or if the Parties fail to agree upon the appropriate amount of the adjustment
in time or compensation, the Department will unilaterally make such changes, if any, to the
Agreement, as it determines are appropriate pursuant to the Agreement. The Design -Builder
shall proceed with the Work and the Department's directives, without interruption or delay, and
shall make a claim as provided in Article 18 herein. Failure to proceed due to a dispute over a
change request shall constitute a material breach of the Contract and entitle the Department to
all available remedies for such breach, including, without limitation, termination for default.
Section 18.11 Mark-Up on Trade Work.
The maximum mark up for Change Order work shall be as follows:
Page 93 of 121
1. Intervening tier Subcontractors shall be entitled to a mark -up of five percent ( 5%)
(Covering home office overhead, the cost of insurance and bonds, field supervision,
general conditions and profit) on Work Performed by lower-tier Subcontractors;
2. To the extent permitted by Section 18.8 , the Design -Builder shall be entitled to an
increase in its Design -Build Fee at a maximum rate of 2% on work performed by
Subcontractors. Such markup shall cover the same cost elements that were included in
the Design-Build Fee;
3. Direct Cost of the Work shall include, but not be limited to: (Direct Cost of the Work
does not, however, include home office overhead, field supervision, general conditions
or profit of either the Subcontractor or the Design -Builder. No personnel above t he
level of a working foreman shall be considered a Direct Cost of the Work).
(a) Labor. Payment will be made for direct labor cost plus indirect labor cost such
as insurance, taxes, fringe benefits and welfare provided such costs are
considered reasonable. Indirect costs shall be itemized and verified by receipted
invoices. If verification is not possible, up to five percent (5%) of direct labor
costs may be allowed.
(b) Rented Equipment. Payment for required equipment rented from an outside
company that is neither an affiliate of, nor a subsidiary of, the Design -Builder
will be based on receipted invoices which shall not exceed rates given in the
current edition of the Rental Rate Blue B ook for Construction Equipment.
published by Data Quest. If actual rental rates exceed manual rates, written
justification shall be furnished to the Contracting Officer for consideration. No
additional allowance will be made for overhead and profit. The Design-Builder
shall submit written certification to the Contracting Officer that any required
rented equipment is neither owned by nor rented from the Design-Builder or an
affiliate of or subsidiary of the Design-Builder.
(c) Design-Builder’s Equipment. Payment for required equipment owned by the
Design-Builder or an affiliate of the Design-Builder will be based solely on an
hourly rate derived by dividing the current appropriate monthly rate by 176
hours. No payment will be made under any circumstances for repair costs,
freight and transportation charges, fuel, lubricants, insurance, any other costs
and expenses, or overhead and profit. Payment for such equipment made idle
by delays attributable to the Government will be based on one-half the derived
hourly rate under this subsection.
(d) Materials. Incorporated and unincorporated materials as permitted under
Section 9.1.
Page 94 of 121
Article 19 – CLAIMS & DISPUTE RESOLUTION
All claims or disputes arising out of this Agreement shall be governed by the terms of the
Standard Contract Provisions ( for Architectural and Engineering Services and Construction
Contracts).
Page 95 of 121
Article 20 - EXHIBITS
Exhibit A Program Requirements and Educational Specifications
Exhibit B Project Schedule
Exhibit C Deliverable List
Exhibit D SBE Subcontracting Plan
Exhibit E Reserved
Exhibit F Key Personnel
Exhibit G1 Davis Bacon Act Wage Determination
Exhibit G2
Exhibit H
Title 29 Code of Federal Regulations (“CFR”)
Design-Builder’s Designated Representatives
Exhibit I Department’s Designated Representatives and Contracting Officers
Exhibit J Standard Contract Provisions (Construction and Architecture/Engineering)
Exhibit K Form of Lien Waiver
Exhibit L Form of GMP Amendment
Exhibit M Reserved
Exhibit N FF&E and Close-Out
Exhibit O Subcontractor Performance Evaluation Form
Exhibit P Equal Employment Opportunity Policy
Exhibit Q Living Wage Act 2024
Exhibit R Award Fee Pool
Exhibit S BIM Requirements
Exhibit T DGS Close-Out Manual
Exhibit U Quality Control Master Program
Exhibit V First Source Employment Agreement
Exhibit W Concept Design, Schematic Design, and Design Development Milestone
Requirements
Exhibit X Campaign Finance Reform Act Self-Certification Form
Exhibit Y Schedule of Values
Exhibit Z Assumptions and Clarifications, and Allowances
IN WITNESS WHEREOF, the Parties have executed this Agreement (DCAM-23-CS-
RFP-0006) through their duly authorized representatives and effective as of the last date written
below.
DEPARTMENT OF GENERAL SERVICES, THE KEYSTONE PLUS
CONSTRUCTION
CORPORATION
an agency within the executive branch
of the Government of the District of Columbia
By: By:
Name: Name:
Title: Title:
Date: Date:
Carlos Perdomo
President
6/6/2024
Peter Henry Lyonga
Contracting Officer
7/8/2024
Page 103 of 121
Exhibit A
Program Requirements and Educational Specifications
[EXHIBIT WILL APPEAR ON THE FOLLOWING PAGE]
Leckie Education Campus
4201 Martin Luther King Jr Ave SW
Washington, DC 20032
Office of Innovation and Systems Improvement
Facility Planning and Design
Site-Specific Educational Specification
SY22-23 Projection 121 School Type EC
Lunch Periods 3 Staff 60
Title One No
Count of TS 7
Building Capacity (Addition Only)191 Other Other Drop Down
Total SQFT 14,560 Other Other Drop Down
Academic Spaces
Space Description Qty Size Total
E-ACA-1 PK-3/PK-4 Classroom 0 1025 0
E-ACA-1a Kindergarten/Grade 1 Classroom 0 1025 0
E-ACA-1b PK-3/PK-4/Kindergarten/1st Grade Classroom Storage 0 100 0
E-ACA-3 PK-3/PK-4/Kindergarten/1st Grade Restroom 0 60 0
E-ACA-5 Outdoor Storage - Early Childhood 0 0 0
E-ACA-6 Grades 2-5 Classroom 0 900 0
E-ACA-7 Specials Lab 0 1000 0
E-ACA-8 Discovery Commons Activity Area 0 2000 0
E-ACA-9 Resource / Small Group Room 2 360 720
E-ACA-10 Self-Contained Classroom Grades 3-5 0 900 0
E-ACA-10a Self-Contained Classroom PK-3/PK-4/Kindergarten/1st/2nd Grade0 1025 0
E-ACA-10b Self-Contained Classroom PK-3/PK-4/Kindergarten/1st/2nd Grade Restroom0 60 0
E-ACA-10c Self-Contained Classroom PK-3/PK-4/Kindergarten/1st/2nd Grade Storage0 100 0
E-ACA-10d Self-Contained Classroom Grade 3-5 Storage 0 100 0
E-ACA-11 OT / PT 0 450 0
E-ACA-12 Speech / OT / PT shared storage 0 150 0
E-ACA-13 Independent Area 0 75 0
E-ACA-14 Special Education Coordinator Office 0 150 0
E-ACA-15 Teacher Collaboration Room 1 300 300
E-ACA-16a Leveled reading storage room 0 300 0
E-ACA-16b Technology Storage 0 75 0
E-ACA-17 Outdoor Classroom 0 0 0
E-ACA-18 Garden 0 Garden Size Garden Size
E-ACA-19 Speech 0 150 0
E-ACA-20 Specials Office/Storage 1 250 250
E-ACA-21 Sensory Room 0 450 0
M-ACA-1 Grades 6-8 Classroom 6 850 5,100
M-ACA-2 Science Classroom / Lab 1 1200 1,200
M-ACA-3 Science Prep./Storage 1 200 200
Sub-Total 7,770
Leckie Education Campus - Middle School Addition
Page 1
Leckie Education Campus
4201 Martin Luther King Jr Ave SW
Washington, DC 20032
Office of Innovation and Systems Improvement
Facility Planning and Design
Site-Specific Educational Specification
Student Dining Spaces
Space Description Qty Size Total
E-SD-1 Student Dining Area 1 1500 1,500
E-SD-4 Chair / Table Storage 0 50 0
E-SD-5 Kitchen / Food Preparation 0 650 0
E-SD-6 Serving Area 1 275 275
E-SD-7 Dry Food Storage 0 250 0
E-SD-8 Freezer / Cooler 0 250 0
E-SD-9 Ware Washing 0 100 0
E-SD-10 Cleaning Storage 0 50 0
E-SD-11 Food Service Office 0 150 0
E-SD-12 Toilet / Lockers 0 150 0
Sub-Total 1,775
Building Services
Space Description Qty Size Total
E-BS-1 Supply Storage 0 150 0
E-BS-2 Toilet/Shower/Locker Room 0 150 0
E-BS-3 Custodial Office 0 225 0
E-BS-4 Large Group Restrooms -
E-BS-5 Custodial Closet 1 25 25
E-BS-6 Electrical Closet -
E-BS-7 MDF room 0 200 0
E-BS-7a IDF room 1 100 300
E-BS-8 Corridors -
E-BS-9 Mechanical/Electrical Space/Decks -
E-BS-10 Custodial Equipment Storage 0 300 0
E-BS-11 Central Storage Area 0 121 0
E-BS-12 Receiving Area 0 150 0
E-BS-13 Staff Restroom Gross Up 65 -
E-BS-14 Family Restroom Gross Up 65 -
E-BS-15 Laundry Room 0 80 0
E-BS-17 Attic Stock Storage Room 0 250 0
E-BS-18 Building Manager Office 0 75 0
Sub-Total 325
Building Subtotal
Building Gross-up 39%
Building Total Sq. Ft. 14,560
4,085
Included in Gross Up
Included in Gross Up
10,475
Included in Gross Up
Page 2
1200 First Street, NE | Washington, DC 20002 | T 202.442.5885 | F 202.442.5026 | dcps.dc.gov
EDUCATIONAL SPECIFICATIONS
APPENDIX A
VERSION 2.0
September 2021
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 1 -
DCPS OWNER PROJECT REQUIREMENTS (OPR)
General Notes
• All items included in this document are Basis of Design (BOD) only.
• Substitutions or deviations will be considered on a case by case basis and should be communicated to
DCPS Facility Planning and Design for approval.
• Additionally, deviations from the design specifications made by the contractor must be communicated
to DCPS Facility Planning and Design for approval.
Division 01 – GENERAL REQUIREMENTS
• 01 33 00 SUBMITTAL PROCEDURES
o DCPS shall review the following submittals on a case by case basis:
Door Hardware and Keying
Electronic Access Control
Intrusion Detection
HVAC Controls and Sequencing
Millwork
Plumbing Fixtures
Toilet Accessories
Room Signage
Exterior Signage
FF&E
Kitchen Equipment
DCPS shall work with the Design Team to determine comment periods and process for review.
DCPS’ review of submittals is for reference only, submittals to be confirmed by design team.
• 01 77 00 CLOSEOUT PROCEDURES
o Trainings
All trainings shall be professionally recorded.
• DCPS to confirm additional trainings.
Refer to Division 01 79 00 of the DGS technical specification
o An itemized list of attic stock shall be provided to DCPS to review and approve.
• 01 81 19 INDOOR AIR QUALITY REQUIREMENTS
o Minimum of ten (10) indoor air quality monitoring sensors (BOD: Senseware IAQ) to be included
throughout building.
• 01 91 13 GENERAL COMMISSIONING REQUIREMENTS
o Commissioning agent requirements
The commissioning agent shall:
• Be on the project team in schematic design and review all document milestones.
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 2 -
• DCPS shall receive a copy of all reviews/reports.
• Provide turnover of sample pre-functional and functional checklists during the
schematic design phase.
• Provide a schedule for final commissioning.
Division 02 – EXISTING CONDITIONS
• 02 80 00 FACILITY REMEDIATION (ABATEMENT)
o DCPS/DGS require removal of all hazardous materials in lieu of encapsulation. The contractor
shall receive written approval from DCPS/DGS if a request is being made to encapsulate any
hazardous materials over removal.
Division 03 – CONCRETE
• 03 33 00 ARCHITECTURAL CONCRETE FINISH
o Contractor to specifically note allowance dedicated to ensuring floor flatness.
o Any polish concrete including in projects, DCPS would like to see a site with exact
o Contractor to ensure concrete slab is poured/prepared to receive polish concrete finish –
polished only, not stained and not sealed.
Division 04 – MASONRY
• 04 01 20 CLAY MASONRY RESTORATION AND CLEANING
o Written analysis of existing masonry condition for DCPS to review and determine scope for the
project.
• 04 20 00 UNIT MASONRY
o Provide minimum brick grade and durability (FBS and/or FBX), through-body, etc.
Division 05 – METALS
• 05 52 13 PIPE AND TUBE RAILINGS
o No horizontal guardrails at any location both exterior and interior. Vertical application only
unless written consent from DCPS.
o Stainless Steel or powder coated preferred at handrails and tops of guardrails.
o DCPS shall review all railing heights to determine if railings shall exceed code requirements.
o 48” to be B.O.D. for guardrail height, exceptions must be reviewed and approved by DCPS.
o Stair railings at Elementary Schools and Early Learning Centers to have intermediate child-height
handrail at 24”
Division 06 – WOOD, PLASTICS, AND COMPOSITES
• NOT CURRENTLY USED
Division 07 – THERMAL AND MOISTURE PROTECTION
• NOT CURRENTLY USED
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 3 -
Division 08 – OPENINGS
• 08 11 13 HOLLOW METAL DOORS AND FRAMES
o Standard: 16-gauge frames /18-gauge doors for all locations
o MDF / IDF closets and MEP areas
Gasketed frame and threshold
Preferred to be painted a neutral color and blend in with surrounding corridor
o Double doors in corridors
No center posts
Doors should swing against a wall to allow for magnetic hold opens
• Hold open extensions not preferred
• 08 14 16 FLUSH WOOD DOORS
o Solid core wood doors shall be provided at all interior academic and administration spaces.
o Provide full-lite doors where vision glass is required. Exceptions must be approved by DCPS.
• 08 41 13 ALUMINUM-FRAMED ENTRANCES AND STOREFRONTS
o Exterior
Special-Lite Door – FRP/Aluminum Hybrid Doors (SL)
Special-Lite Door – Aluminum Hybrid Doors (SL)
o No glass lites at storage rooms or toilet rooms
• 08 71 00 FINISH HARDWARE
o Lock hardware to be powered by ACS contractor
o Mortise locks or exit devices on exterior doors
All hardwired into the access control system
Include continuous hinges typical
o Mortise locks at classroom doors. Cylindrical locks or exit devices on remaining interior doors.
o Shelter in place / lock down: See Section: 28 10 00 ACCESS CONTROL
o Perimeter doors must be hardwired for access control, interior doors can be wireless
If cylinders are provided they must be Schlage Primus large format interchangeable.
• However, cylinders are not required if the lockset comes equipped with
electronic access control
• Limit the amount of exterior doors with locks. Drive should specify “night latch”
functionality on doors that require exterior access in the case of access control
system failure or on doors that do not warranty access control where keys are
provided. The drive should be for “controlled and audited access” which means
card readers instead of keys.
Electronic access control is the required method of securing the doors. DCPS is willing to
consider exceptions on a case-by-case basis.
If electronic access control is provided, then the hardware must allow for first card
swipe to unlock the door for the duration of the school day and a second card swipe to
reverse the function.
o All other locations
Allegion
• Schlage - NDE and/or LE Series
• Von Duprin – Motorized Latch Retraction Only
Hager
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 4 -
• Motorized Retraction Only
ASSA ABLOY
• 8200 (mortise) and/or 10 Line (cylindrical)
• Sargent – Motorized Latch Retraction Only
• ADA operators
o ADA operators and card readers are to be wall-mounted only. No pedestals.
o All Gender Restroom and Wellness/Lactation Room - Schlage ND40S cylindrical lock with Schlage
B571 occupancy indicator.
o Keying Requirements and Control Systems
One fully populated key box with two copies of all keys and corresponding door
schedule
All door hardware shall be keyed to the DCPS Schlage FSIC standard
o Door Stops
CRL Satin Chrome Floor Mounted Heavy-Duty Door Stop with Hook and Holder
• 08 80 00 GLAZING
o School Guard Glass SG4 (or approved equal) to be at all glazing accessible from the outside (First
Floor exterior, window wells, etc.). The “First Floor” is any floor plane that is directly off the
exterior. SG4 may be provided at different floor elevations when site elevations are not level
throughout.
o Laminated Glass:
To occur at areas up to 18" AFF designated by code and openings adjacent to double
height spaces. DCPS prefers laminated glass at any pane directly adjacent to an exterior
door (for example if you had an exterior door going out to an accessible roof terrace).
Lamination shall occur on side 3 of the glass
o Tempered Glass:
DCPS requires that tempered glass to be provided throughout the school. This is a
safety concern especially at the Middle and High School levels. DCPS is willing to review
specific areas in question should the design team wish to propose areas with non-
tempered glass.
o Sidelights should be provided at all general instructional classroom entrances, self-contained
classrooms, science classrooms, tech labs, art lab, etc.
o Frosted film over windows as needed.
BOD - Decorative Window Film: Llumar NRM PS2
o Operable windows at all classroom and instructional spaces at a minimum, throughout building
preferred. Provide limiters to allow for 4” openings.
Division 09 – FINISHES
• See Appendix B – Finish Guidelines
Division 10 – SPECIALTIES
• 10 11 00 VISUAL DISPLAY UNITS
o Bottom of all boards shall align with Interactive White Board Heights noted below.
o Coordinate height of tack board/tack strips with corridor wainscot.
• 10 11 73 INTERACTIVE WHITE BOARDS
o SMART Board 6000s Series in all instructional spaces (review latest DCPS IT Purchasing Guide)
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 5 -
o Mounting Heights for Interactive Electronic? Device / Magnetic Marker Boards / Tack boards
(bottom of boards to align):
PreK thru 1st Grade – B.O. Board 28” AFF
2nd – 5th Grades – B.O. Board 30” AFF
Middle School / High School – B.O. Board 32” AFF
• 10 14 14 EXTERIOR SIGNAGE
o Provide Outdoor Rules signage at entries – review locations with DCPS
o
o See DCPS signage manual for information on monument signs
• 10 14 23 PANEL SIGNAGE
o All interior building signage shall include raised Room Number only. No other raised or
permanent letter shall be included except for those noted below.
Building service rooms such as Electrical, Mechanical, Data, Storage, etc. can include the
room name.
o Inserts shall be provided for room name and a minimum of one (1) for teacher/staff name.
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 6 -
o Provide "All Gender Signage" as included below
• 10 21 13 TOILET COMPARTMENTS
o High Density Polyethylene (HDPE) bathroom partitions only
• 10 21 23 CUBICLE CURTAINS AND TRACK
o Ensure coordination with light fixtures. Also confirm that track and curtain are included in the
base scope, not FFE.
• 10 26 00 WALL AND DOOR PROTECTION
o Wall protection is required in all corridors with no exceptions. Refer to Appendix B for height
and material information.
o Kick-plates on all single user restrooms
o Kick-plates on high-occupied spaces. Review with DCPS Facilities for any exceptions.
• 10 28 00 TOILET, SHOWER AND CUSTODIAL ACCESSORIES
o Provide soap dispenser and paper towel dispenser at every sink, except as noted below and in
Ed Spec. Coordinate with millwork for functionality and use.
o Soap Dispenser
Shall be bulk foam soap dispenser. Do not provide a dispenser that requires foam
packets. Reservoir to be removeable for easy cleaning.
Please review all dispenser locations with DCPS and ensure that there is enough
clearance to use and replace soap.
Avoid stainless steel interior and finishes.
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 7 -
BOD: Impact ClearVu Bulk Foam Soap Dispenser. Alternate options must be approved by
DCPS.
o Toilet Paper Dispenser
Must accommodate a 9” bulk roll (double preferred)
BOD: Bobrick B-2892
o Paper Towel Dispensers (Located in ECE on-suite restrooms and all classroom sinks)
All Dispensers shall be an 8” roll
Please review all dispenser locations with DCPS and ensure that there is enough
clearance to use and replace paper towel rolls.
BOD: Kimberly Clark H-1131SM
o Hand Dryers (Located in all restrooms except ECE noted above)
BOD: Dyson Airblade V
o Sanitary/Tampon Dispenser
Dispensers to be token-operated and adhere to B23-887, “Expanding Student Access to
Period Products Act of 2020.”
Dispensers to be provided in all multi-user restrooms and student accessed single-user
restrooms in MS and HS.
Provide dispensers in one multi-user restroom and one student access single-user
restroom in ES.
BOD: Bobrick B-3706T (recessed/semi-recessed required in modernizations)
BOD: Bobrick B-2706T (surface mounted acceptable in retrofit applications)
o Mirror
All mirrors to be tempered.
o Changing Table
BOD: Horizontal Stainless Steel Recess Mounted KB110-SSRE
• 10 44 13 FIRE PROTECTION CABINETS
o All fire extinguisher cabinets (and defibrillators if provided) shall be fully recessed where
possible.
DCPS will accept semi-recessed where there are 3-5/8” stud walls
o DCPS/DGS would like to ensure that fire extinguishers are provided in all modernizations even
when a full sprinkler system is included. Besides providing in code required locations, fire
extinguishers shall be provided in all major corridors on each floor.
• 10 51 00 LOCKERS
o Corridor Lockers (student use)
Provide integral combination lock.
• BOD: #1630 Master Lock
Double-tier preferred.
BOD: Guardian Standard 2 Tier
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 8 -
o Student Locker Rooms
Provide integral combination lock
BOD: Invincible II Locker
o Staff Locker
o Provide integral combination lock, with the exception of bike commuting spaces
(unassigned lockers)
BOD: (see corridor lockers above)
Division 11 – EQUIPMENT
• 11 24 23 FALL PROTECTION EQUIPMENT
o Provide at all low-slope roof.
• 11 40 00 FOODSERVICE EQUIPMENT
o See Appendix C – Food & Nutrition Services for more information
• 11 70 00 EDUCATIONAL EQUIPMENT (KILN)
o Kiln – Skutt – 1227-3 (standard) B.O.D.
Division 12 – FURNISHINGS
• 12 24 13 ROLLER WINDOW SHADES
o Required at all exterior windows. No window shades shall be provided on interior glass outside
of those required by DOH.
o Provide motorized shade at windows above one-story high.
o Provide room darkening shadecloth (black-out shades) in locations with a stage and rooms with
projectors (this could be the cafeteria, gymnasium or auditorium depending on the design). See
Ed Spec for further guidance. Review with DCPS.
• 12 36 61 SOLID SURFACING COUNTERTOPS
o At all countertops that include a sink, provide solid surface countertop. P-lam countertops are
acceptable when sinks are not included, but preference is still for solid surface.
Provide a full height tile backsplash at countertops with sinks.
At areas without a sink, a P-lam or solid surface 4” minimum backsplash is acceptable.
o Window sills shall be solid surface only, no laminate.
• 12 48 13 ENTRANCE FLOOR MATS AND FRAMES
o See “Appendix B Finish Guidelines - General Notes” for more details on entrance floor mats.
• 12 93 00 SITE FURNISHINGS
o Provide exterior trash and recycle receptacle
B.O.D. for trash receptacle – DuMor, Inc (474-32VS-BT) – Color: Black
B.O.D. for recycle receptacle – DuMor, Inc (437-32SH) – Color: Coordinate with School
colors
o Locations for trash and recycle receptacle
Provide at all major site amenity areas
No trash compactors for individual trash cans
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 9 -
Division 13 – SPECIAL CONSTRUCTION
• NOT CURRENTLY USED
Division 14 – CONVEYING EQUIPMENT
• 14 21 00 ELECTRIC TRACTION ELEVATORS
o Open to maintenance by non-installing manufacturer
o Provide card reader at each floor in lieu of inside the elevator for access control
• 14 42 00 WHEELCHAIR LIFTS
o Chair lifts should be avoided as best as possible. DCPS will provide written approval for chair lifts
as needed.
Division 21 – FIRE SUPPRESSION
• NOT CURRENTLY USED
Division 22 – PLUMBING
• 22 05 53 IDENTIFICATION FOR PLUMBING PIPING AND EQUIPMENT
o Isolation valves shall be visibly located within the room.
• 22 14 26.13 ROOF DRAINS
o Preference for overflow drains is in-wall scuppers.
• 22 34 00 FUEL-FIRED, DOMESTIC-WATER HEATERS
o Outlet temperatures on the domestic-water heaters shall be monitored through the BAS
system.
• 22 40 00 PLUMBING FIXTURES
o Toilet Seat Heights and Type:
PreK3-PreK4 (on-suite toilets) – floor mounted – 12" AFF
K-1st (on-suite toilets) – wall hung – 15” AFF
All other locations – wall hung – 18” AFF
o Multi-User restrooms – Multi-station Lavatory Unit preferred over single wall hung units
BOD – Bradley Corporation, ELX Series
o Faucets
Multi-User Restrooms
• Chicago Faucets– Metering Faucets – Single Hole Mounting
• Provide manual, not automatic
Single-User Restrooms
• American Standard – Monterrey – Two-Handle Centerset Lav Faucet
• Provide manual, not automatic
Mop Sink Faucet – T&S Brass and Bronze Works – Service Sink Faucet, 4” Wrist Action
o Toilets
PreK3-PreK4 (on-suite toilets) – American Standard – Baby Devoro FloWise/Round Front
Flushometer Toilet
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 10 -
Typical Toilet – American Standard – Elongated Wall Hung Closet Fixture
• Provide manual flush, not automatic
o Flush Valve
PreK3-PreK4 (on-suite toilets) – Sloan Flushometer – 111-1.28
Toilets – Sloan – Manual Exposed Flushometer
Urinals – Sloan – Manual Exposed Flushometer
o Urinals
American Standard – Washbrook Urinal
• 22 42 23 COMMERCIAL SHOWERS, RECEPTORS, AND BASINS
o Preference for non-prefab shower units and basins.
o Coordinate drawings to ensure ADA clearances are met.
o Shower mixing valves shall be fully accessible from inside the shower stall.
o Provide smaller tile size in shower areas.
• 22 47 13 DRINKING FOUNTAINS
o All drinking fountains shall include a bottle filler. Review locations with DCPS
Interior BOD: Elkay Enhanced EZH20 Bottle Filling Station & Versatile Bi-Level ADA
Cooler
Exterior BOD: 10145 Front Approach preferred, 10485WM if wall mounted. Fountains to
include filtration and freeze-resistance.
o Provide drinking fountain at all major corridors.
o Provide exterior drinking fountains at playgrounds and in proximity to outdoor program.
o Provide bubblers in classrooms and “student-centered” support spaces (resource rooms,
makerspace, etc.) per Ed Spec
BOD: Elkay Flexi-Guard Classroom Bubbler
Division 23 – HEATING VENTILATING AND AIR CONDITIONING
Provide the following drawings in the DGS Office
• Laminated 8.5" x 11" MEP equipment schedules with makes and models
• Laminated 24" x 36" MEP floorplans
• Laminated 8.5" x 11" valve schedules with corresponding valve locations
• Laminated 24” x 36” HVAC sequence of operations
LG models are not approved
• 23 05 53 IDENTIFICATION FOR HVAC PIPING, DUCTWORK AND EQUIPMENT
o Equipment labels and tags shall be visibly located within the room.
• 23 09 33 ELECTRIC AND ELECTRONIC CONTROL SYSTEM FOR HVAC
o Anticipated Occupancy Schedules
School Schedule – 8:30 AM to 3:30 PM
Admin Areas/Library/Gym/Cafeteria
• Optimal Start 2 hours before normal start
• Normal Start 8:00 AM
• Optimal Stop 30 minutes before normal stop
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 11 -
• Normal Stop 5:00 PM
Kitchen
• Optimal Start 4:30 AM
• Normal Start 6:30 AM
• Normal Stop 1:30 PM
All Other Areas
• Optimal Start 2 hours before normal start
• Normal Start 30 minutes before first class
• Optimal Stop 30 minutes before normal stop
• Normal Stop 0 minutes after final class
o Thermal Comfort Requirements
Air Conditioning
• Occupied – 73
• Unoccupied – 80
Heating
• Occupied – 69
• Unoccupied – 60
Humidity Range
• 30% to 60% RH
o HVAC System Controls
Controlled centrally from networked BMS work station
• 23 31 13 METAL DUCTS
o Limit the amount of exposed duct work on the roof. Preferably no duct work exposed on the
roof.
• 23 36 00 AIR TERMINAL UNITS
o Preference is to avoid ceiling cassettes.
• 23 82 39 WALL AND CEILING UNIT HEATERS
o Due to vandalism and maintenance, wall unit heaters should be avoided in stairwells. If needed
in stairwells preference is for either in the ceiling or recessed in the wall
Division 25 – INTEGRATED AUTOMATION
• 25 40 02 BUILDING AUTOMATION SYSTEM (BAS)
o Electrical, water and gas meters/services shall allow for remote monitoring
Division 26 – ELECTRICAL
• 26 05 33 RACEWAYS
o In areas with no ceilings (exposed structure), all wire management shall be controlled through
proper raceway trays.
• 26 05 53 IDENTIFICATION FOR ELECTRICAL SYSTEMS
o Electrical and Network Labeling
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 12 -
All electrical outlets, including those in systems furniture, shall be labeled with
corresponding electrical panel and breaker numbers
All network outlets, including those in systems furniture, shall be labeled with the
corresponding closet, patch panel and termination location
HVAC controls cabling shall be yellow
Network cabling shall be blue
Wireless access point cabling shall be orange
• 26 05 73 ELECTRICAL DISTRIBUTION SYSTEM STUDIES
• 26 09 23 LIGHTING CONTROL DEVICES
o Occupant Lighting Control
Controllability by occupants (or lack thereof) to be driven by NZEB, LEED and WELL
considerations.
Dimming capabilities in meeting spaces, presentation spaces, multipurpose rooms and
classrooms
• 26 27 26 WIRING DEVICES
o Exterior outlets
Provide exterior outlets at primary and secondary entrances, playgrounds, programmed
spaces (gardens, outdoor classrooms, etc.) at a minimum. No pedestals.
Outlet covers are not to be lockable. Outlet covers typically provided break easily,
design team to provide outlet cover options.
• 26 32 13 ENGINE GENERATORS
o Generator required on all DCPS modernizations. At a minimum the generator should account
for the following items. Exception to the below list shall be reviewed and approved by DCPS
Facilities:
All emergency lighting
Electrical Lockdown
Security Desk Area
Security panel
Access panel
All receptacles within IT rooms
Split system within all IT rooms
IT Closets (MDF is priority, secondary IDF)
Elevator shaft lighting and receptacles
Elevator car lighting & HVAC
Sump Pumps
Kitchen Freezer (Lighting, heater, alarm, Blower coil, Compressor Rack)
Kitchen Cooler (Lighting, heater, alarm, Blower coil, Compressor Rack)
Health Suite Refrigerator
BMS Workstation
Fire Pump (if needed)
Main Fire Alarm control panel
Generator components (battery heater, service receptacles/lighting, etc.)
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 13 -
• 26 51 00 INTERIOR LIGHTING
o All fixtures shall be LED unless otherwise approved.
o Light Fixtures: Any proposed location identified lower than noted below shall be reviewed and
approved by DCPS Facilities:
For Pendants @ Elementary School - B.O. fixture no lower than 8'-6".
For Pendants @ Middle/High School - B.O. fixture no lower than 9'-0"
o Provide light fixture protection in gymnasiums and multi-purpose spaces.
o Direct-indirect ceiling pendants are preferred in instructional spaces.
o Provide lighting in bathroom and stairs to enable visibility independent of motion-detection.
• 25 56 00 EXTERIOR LIGHTING
o Design team to provide adequate exterior lighting to illuminate common path of travel to and
from buildings.
Division 27 – COMMUNICATIONS
• 27 51 16 PUBLIC ADDRESS SYSTEMS
o PA (Public Address School, Public Address Emergency, Public Address Intruder)
Bogen Quantum Hybrid
• Head end wall mount is preferred over rack mount
• Appropriately sized Quantum pre-built system shall be provided
o QSW24/QSW48/QSW72 etc.
o Include MCTCA Telephone Interface Card
Speakers
• Preference is to have no wall mounted speakers
• Drop ceilings
o Shall be drop in Bogen CSD2X2VRU speakers or equivalent
• General Design Guidance
o Distance between speakers in hallways shall be 3x the height of ceilings
o In stair shafts include one speaker at the topmost elevation
o At each stairway exit, one speaker shall be located within one ceilings
height of the stairway exit door
Call Switch
• Bogen CA15C
Include sufficient design and programming time to coordinate all calls with the school’s
occupancy requirements and exclusions for quiet spaces
• 27 53 13 CLOCK SYSTEMS
o Clocks
Sapling Talk Back Wireless
• Master clock shall be networked for synchronization
• Clocks should be located in a consistent location in classroom spaces.
• 27 53 19 DISTRIBUTED ANTENNA SYSTEM (DAS)
o See link below to the code which addresses the Emergency Responder Radio Coverage since
2015:
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 14 -
http://dcregs.dc.gov/Gateway/RuleHome.aspx?RuleNumber=12-H510
o See link below for requirements of the Public Safety DAS:
https://ouc.dc.gov/page/oucs-public-safety-building-radio-systems-requirements
Division 28 – ELECTRONIC SAFETY AND SECURITY
• Life Safety Systems Installer's Certifications
• Electronic Security Association (ESA) National Training School (NTS) is being used as a benchmark,
other certifications/trainings can be submitted to DCPS for approval
• CCTV Installers
CAT1 + Life Safety Code + Video Systems Technologies
• Intrusion Detection Installers
CAT1 + Life Safety Code + Advanced Intrusion Systems
• Access Control Installers
CAT1 + Life Safety Code + Electronic Access Control
• Fire Alarm Installers
CAT1 + Life Safety Code + Fire Alarm Installation Methods
• 28 05 00 VIDEO SURVEILLANCE SYSTEM
o Axis Network Cameras and Panasonic MonitorCast 4 viewing platform
o Network Camera Models
M3105-LV for IDF and MDF
M3045-V: Indoor nearfield options, e.g. stairwells: M3045-V
M3046-V: Indoor wider-angle options, e.g. small rooms and double stairwells: M3046-V
P3225-V: Hallways and larger spaces: P3225-V
P3225-VE: Exterior doors and near to medium area coverage: P3225-VE
P3225-LVE: Exterior doors and near to medium area coverage with IR: P3225-LVE
P3227-VE / LVE: Larger exterior areas such as playgrounds.: P3227-VE / P3227-LVE
Q3517-VE 9mm / 2mm: Exterior greater area coverage (Depending on coverage
demand)
Q6115-E / Q6115-E: Exterior PTZ (Depending on coverage requirement). PTZ cameras
kept to a minimum.
Q6155-E with Q6000-E: 360-degree Exterior larger space, advanced auto-tracking and
guard-tour for parking spaces
P3708-PVE for 180-degree views were required
Some other camera options will be used in special circumstances such as the P3707-PE,
Q1765-LE, and thermal cameras (Q1941-E, Q1942-E and Q2901-E). These additional
models will be used by guidance of the Gold level partner to accommodate specific
needs at a location.
• 28 10 00 ACCESS CONTROL
o Also see section: 08 71 00 FINISH HARDWARE
o Keying requirement: One Key Tracer 3U 8 Key Panel with prox reader and keypad, power and
network required.
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 15 -
o Shelter in place / lock down: located on all interior doors that are student occupied spaces (i.e.:
Classrooms, Small Groups, Music, etc.). DCPS to review locations with design team for
confirmation.
BOD: Schlage AD300/AD400
Alternative: Allegion LE/NDE
Alternative: Hager HS4
Requirements:
• Instructional spaces shall be able to lock from the inside without opening the
door and entering the corridor
• If an unauthorized person locks a door from the inside there must be a means of
opening the door from the corridor
• BOD shall be a wired system, DCPS requires sign-off if a battery operation
system is proposed
• This can be done via multiple methods (key or card) but the preferred is card
• A lockdown of doors or select doors must be possible from a remote location
within the school. This can be done via a push button, glass break, software on a
computer or a specially designated card/card reader.
• 28 16 00 ACCESS CONTROL AND INSTRUSION DETECTION
o Exterior Axis C3003-E Speakers
o Door Intercoms (main entrance)
Axis A8004-VE (vandal resistance) or Axis I8016-LVE
Grandstream GXV3275
o Kitchen loading
AiPhone JK Series with 3.5" screen and Axis door station. For remote communication
only, remote unlocking functions removed.
o Electronic Access Control
Mercury based systems only
• Acceptable panels are: EP1501, EP1502, MR50, MR52, MR51e, 16In, 16Out
Altronix EFLOW 6NB power supply charger
Altronix LINQ 8PD power distribution module
Altronix Trove2 enclosures with TM2 Mercury backplanes
RS2 Enterprise access control platform only
Panels can be wired using Ethernet or 485 topology
Contractor shall provide no less than 125 programmed credentials via DCPS Custom
credential CardTrax pool.
o Intrusion Detection
DMP (Digital Monitoring Products) XR-550DNL-G
• PIR Dual Tech Bosch or Honeywell
• Graphic Touchscreen Keypad 7800 Series
o Located at school's main entrance and custodian's main point of egress
• Interior 335 Sirens
• Exterior sirens with strobes
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 16 -
Programming
• Security contractor shall program security system with general contractor code
for configuration and testing purposes before turning over the system to DCPS
• 28 18 11 SECURITY ACCESS METAL DETECTORS
o Metal Detectors
The point of contact is Mr. Rich Brown who is the representative for Garrett Metal
Detectors. The model for the metal detector is the 6500i. Rich can be reached on 757-
288-6604; email: pmiusa@cox.net.
• 28 18 13 SECURITY ACCESS X-RAY EQUIPMENT
o VOTI x-ray machine
XR3D-50s / the POC for VOTI is Mr. Jacob Greenbaum. He can be reached via email at
Jacob.greenbaum@votidetection.com or by cell phone at 1-514-816-4546.
• 28 31 11 FIRE ALARM
o Honeywell / Fire-Lite MS addressable control panel
o 2 telephone lines per panel for communication
o All fire alarm wiring shall be run in red conduit, no exceptions
Division 31 – EARTHWORK
• NOT CURRENTLY USED
Division 32 – EXTERIOR IMPROVEMENTS
• 32 14 13 PERMEABLE PAVEMENT
o Not preferred due to maintenance difficulties. If needed to meet LEED or DOEE requirements,
locations and types should be reviewed with DCPS.
• 32 14 43 PERVIOUS CONCRETE PAVEMENT
o Not preferred due to maintenance difficulties. If needed to meet LEED or DOEE requirements,
locations and types should be reviewed with DCPS.
• 32 31 13 CHAIN LINK FENCES
o All fencing shall be coated.
o Chain link fencing is not the preferred fencing type. If proposed, chain link fencing must be
reviewed by DCPS.
• 32 31 19 DECORATIVE METAL FENCES AND GATES
o Two (2’) feet solid panel required at all egress gates centered on panic hardware. Additionally,
welded wire mesh should be added to gate to prevent unwanted exterior access.
• 32 52 00 SYNTHETIC TURF
o DCPS approved turfs include:
Eco Grind (sand + shoegrid)
Hocky Multi (sand only)
Pure Select 2”
Division 33 – UTILITIES
• NOT CURRENTLY USED
1200 First Street, NE | Washington, DC 20002 | T 202.442.5885 | F 202.442.5026 | dcps.dc.gov
EDUCATIONAL SPECIFICATIONS
APPENDIX A
VERSION 2.0
September 2021
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 1 -
DCPS OWNER PROJECT REQUIREMENTS (OPR)
General Notes
• All items included in this document are Basis of Design (BOD) only.
• Substitutions or deviations will be considered on a case by case basis and should be communicated to
DCPS Facility Planning and Design for approval.
• Additionally, deviations from the design specifications made by the contractor must be communicated
to DCPS Facility Planning and Design for approval.
Division 01 – GENERAL REQUIREMENTS
• 01 33 00 SUBMITTAL PROCEDURES
o DCPS shall review the following submittals on a case by case basis:
Door Hardware and Keying
Electronic Access Control
Intrusion Detection
HVAC Controls and Sequencing
Millwork
Plumbing Fixtures
Toilet Accessories
Room Signage
Exterior Signage
FF&E
Kitchen Equipment
DCPS shall work with the Design Team to determine comment periods and process for review.
DCPS’ review of submittals is for reference only, submittals to be confirmed by design team.
• 01 77 00 CLOSEOUT PROCEDURES
o Trainings
All trainings shall be professionally recorded.
• DCPS to confirm additional trainings.
Refer to Division 01 79 00 of the DGS technical specification
o An itemized list of attic stock shall be provided to DCPS to review and approve.
• 01 81 19 INDOOR AIR QUALITY REQUIREMENTS
o Minimum of ten (10) indoor air quality monitoring sensors (BOD: Senseware IAQ) to be included
throughout building.
• 01 91 13 GENERAL COMMISSIONING REQUIREMENTS
o Commissioning agent requirements
The commissioning agent shall:
• Be on the project team in schematic design and review all document milestones.
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 2 -
• DCPS shall receive a copy of all reviews/reports.
• Provide turnover of sample pre-functional and functional checklists during the
schematic design phase.
• Provide a schedule for final commissioning.
Division 02 – EXISTING CONDITIONS
• 02 80 00 FACILITY REMEDIATION (ABATEMENT)
o DCPS/DGS require removal of all hazardous materials in lieu of encapsulation. The contractor
shall receive written approval from DCPS/DGS if a request is being made to encapsulate any
hazardous materials over removal.
Division 03 – CONCRETE
• 03 33 00 ARCHITECTURAL CONCRETE FINISH
o Contractor to specifically note allowance dedicated to ensuring floor flatness.
o Any polish concrete including in projects, DCPS would like to see a site with exact
o Contractor to ensure concrete slab is poured/prepared to receive polish concrete finish –
polished only, not stained and not sealed.
Division 04 – MASONRY
• 04 01 20 CLAY MASONRY RESTORATION AND CLEANING
o Written analysis of existing masonry condition for DCPS to review and determine scope for the
project.
• 04 20 00 UNIT MASONRY
o Provide minimum brick grade and durability (FBS and/or FBX), through-body, etc.
Division 05 – METALS
• 05 52 13 PIPE AND TUBE RAILINGS
o No horizontal guardrails at any location both exterior and interior. Vertical application only
unless written consent from DCPS.
o Stainless Steel or powder coated preferred at handrails and tops of guardrails.
o DCPS shall review all railing heights to determine if railings shall exceed code requirements.
o 48” to be B.O.D. for guardrail height, exceptions must be reviewed and approved by DCPS.
o Stair railings at Elementary Schools and Early Learning Centers to have intermediate child-height
handrail at 24”
Division 06 – WOOD, PLASTICS, AND COMPOSITES
• NOT CURRENTLY USED
Division 07 – THERMAL AND MOISTURE PROTECTION
• NOT CURRENTLY USED
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 3 -
Division 08 – OPENINGS
• 08 11 13 HOLLOW METAL DOORS AND FRAMES
o Standard: 16-gauge frames /18-gauge doors for all locations
o MDF / IDF closets and MEP areas
Gasketed frame and threshold
Preferred to be painted a neutral color and blend in with surrounding corridor
o Double doors in corridors
No center posts
Doors should swing against a wall to allow for magnetic hold opens
• Hold open extensions not preferred
• 08 14 16 FLUSH WOOD DOORS
o Solid core wood doors shall be provided at all interior academic and administration spaces.
o Provide full-lite doors where vision glass is required. Exceptions must be approved by DCPS.
• 08 41 13 ALUMINUM-FRAMED ENTRANCES AND STOREFRONTS
o Exterior
Special-Lite Door – FRP/Aluminum Hybrid Doors (SL)
Special-Lite Door – Aluminum Hybrid Doors (SL)
o No glass lites at storage rooms or toilet rooms
• 08 71 00 FINISH HARDWARE
o Lock hardware to be powered by ACS contractor
o Mortise locks or exit devices on exterior doors
All hardwired into the access control system
Include continuous hinges typical
o Mortise locks at classroom doors. Cylindrical locks or exit devices on remaining interior doors.
o Shelter in place / lock down: See Section: 28 10 00 ACCESS CONTROL
o Perimeter doors must be hardwired for access control, interior doors can be wireless
If cylinders are provided they must be Schlage Primus large format interchangeable.
• However, cylinders are not required if the lockset comes equipped with
electronic access control
• Limit the amount of exterior doors with locks. Drive should specify “night latch”
functionality on doors that require exterior access in the case of access control
system failure or on doors that do not warranty access control where keys are
provided. The drive should be for “controlled and audited access” which means
card readers instead of keys.
Electronic access control is the required method of securing the doors. DCPS is willing to
consider exceptions on a case-by-case basis.
If electronic access control is provided, then the hardware must allow for first card
swipe to unlock the door for the duration of the school day and a second card swipe to
reverse the function.
o All other locations
Allegion
• Schlage - NDE and/or LE Series
• Von Duprin – Motorized Latch Retraction Only
Hager
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 4 -
• Motorized Retraction Only
ASSA ABLOY
• 8200 (mortise) and/or 10 Line (cylindrical)
• Sargent – Motorized Latch Retraction Only
• ADA operators
o ADA operators and card readers are to be wall-mounted only. No pedestals.
o All Gender Restroom and Wellness/Lactation Room - Schlage ND40S cylindrical lock with Schlage
B571 occupancy indicator.
o Keying Requirements and Control Systems
One fully populated key box with two copies of all keys and corresponding door
schedule
All door hardware shall be keyed to the DCPS Schlage FSIC standard
o Door Stops
CRL Satin Chrome Floor Mounted Heavy-Duty Door Stop with Hook and Holder
• 08 80 00 GLAZING
o School Guard Glass SG4 (or approved equal) to be at all glazing accessible from the outside (First
Floor exterior, window wells, etc.). The “First Floor” is any floor plane that is directly off the
exterior. SG4 may be provided at different floor elevations when site elevations are not level
throughout.
o Laminated Glass:
To occur at areas up to 18" AFF designated by code and openings adjacent to double
height spaces. DCPS prefers laminated glass at any pane directly adjacent to an exterior
door (for example if you had an exterior door going out to an accessible roof terrace).
Lamination shall occur on side 3 of the glass
o Tempered Glass:
DCPS requires that tempered glass to be provided throughout the school. This is a
safety concern especially at the Middle and High School levels. DCPS is willing to review
specific areas in question should the design team wish to propose areas with non-
tempered glass.
o Sidelights should be provided at all general instructional classroom entrances, self-contained
classrooms, science classrooms, tech labs, art lab, etc.
o Frosted film over windows as needed.
BOD - Decorative Window Film: Llumar NRM PS2
o Operable windows at all classroom and instructional spaces at a minimum, throughout building
preferred. Provide limiters to allow for 4” openings.
Division 09 – FINISHES
• See Appendix B – Finish Guidelines
Division 10 – SPECIALTIES
• 10 11 00 VISUAL DISPLAY UNITS
o Bottom of all boards shall align with Interactive White Board Heights noted below.
o Coordinate height of tack board/tack strips with corridor wainscot.
• 10 11 73 INTERACTIVE WHITE BOARDS
o SMART Board 6000s Series in all instructional spaces (review latest DCPS IT Purchasing Guide)
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 5 -
o Mounting Heights for Interactive Electronic? Device / Magnetic Marker Boards / Tack boards
(bottom of boards to align):
PreK thru 1st Grade – B.O. Board 28” AFF
2nd – 5th Grades – B.O. Board 30” AFF
Middle School / High School – B.O. Board 32” AFF
• 10 14 14 EXTERIOR SIGNAGE
o Provide Outdoor Rules signage at entries – review locations with DCPS
o
o See DCPS signage manual for information on monument signs
• 10 14 23 PANEL SIGNAGE
o All interior building signage shall include raised Room Number only. No other raised or
permanent letter shall be included except for those noted below.
Building service rooms such as Electrical, Mechanical, Data, Storage, etc. can include the
room name.
o Inserts shall be provided for room name and a minimum of one (1) for teacher/staff name.
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 6 -
o Provide "All Gender Signage" as included below
• 10 21 13 TOILET COMPARTMENTS
o High Density Polyethylene (HDPE) bathroom partitions only
• 10 21 23 CUBICLE CURTAINS AND TRACK
o Ensure coordination with light fixtures. Also confirm that track and curtain are included in the
base scope, not FFE.
• 10 26 00 WALL AND DOOR PROTECTION
o Wall protection is required in all corridors with no exceptions. Refer to Appendix B for height
and material information.
o Kick-plates on all single user restrooms
o Kick-plates on high-occupied spaces. Review with DCPS Facilities for any exceptions.
• 10 28 00 TOILET, SHOWER AND CUSTODIAL ACCESSORIES
o Provide soap dispenser and paper towel dispenser at every sink, except as noted below and in
Ed Spec. Coordinate with millwork for functionality and use.
o Soap Dispenser
Shall be bulk foam soap dispenser. Do not provide a dispenser that requires foam
packets. Reservoir to be removeable for easy cleaning.
Please review all dispenser locations with DCPS and ensure that there is enough
clearance to use and replace soap.
Avoid stainless steel interior and finishes.
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 7 -
BOD: Impact ClearVu Bulk Foam Soap Dispenser. Alternate options must be approved by
DCPS.
o Toilet Paper Dispenser
Must accommodate a 9” bulk roll (double preferred)
BOD: Bobrick B-2892
o Paper Towel Dispensers (Located in ECE on-suite restrooms and all classroom sinks)
All Dispensers shall be an 8” roll
Please review all dispenser locations with DCPS and ensure that there is enough
clearance to use and replace paper towel rolls.
BOD: Kimberly Clark H-1131SM
o Hand Dryers (Located in all restrooms except ECE noted above)
BOD: Dyson Airblade V
o Sanitary/Tampon Dispenser
Dispensers to be token-operated and adhere to B23-887, “Expanding Student Access to
Period Products Act of 2020.”
Dispensers to be provided in all multi-user restrooms and student accessed single-user
restrooms in MS and HS.
Provide dispensers in one multi-user restroom and one student access single-user
restroom in ES.
BOD: Bobrick B-3706T (recessed/semi-recessed required in modernizations)
BOD: Bobrick B-2706T (surface mounted acceptable in retrofit applications)
o Mirror
All mirrors to be tempered.
o Changing Table
BOD: Horizontal Stainless Steel Recess Mounted KB110-SSRE
• 10 44 13 FIRE PROTECTION CABINETS
o All fire extinguisher cabinets (and defibrillators if provided) shall be fully recessed where
possible.
DCPS will accept semi-recessed where there are 3-5/8” stud walls
o DCPS/DGS would like to ensure that fire extinguishers are provided in all modernizations even
when a full sprinkler system is included. Besides providing in code required locations, fire
extinguishers shall be provided in all major corridors on each floor.
• 10 51 00 LOCKERS
o Corridor Lockers (student use)
Provide integral combination lock.
• BOD: #1630 Master Lock
Double-tier preferred.
BOD: Guardian Standard 2 Tier
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 8 -
o Student Locker Rooms
Provide integral combination lock
BOD: Invincible II Locker
o Staff Locker
o Provide integral combination lock, with the exception of bike commuting spaces
(unassigned lockers)
BOD: (see corridor lockers above)
Division 11 – EQUIPMENT
• 11 24 23 FALL PROTECTION EQUIPMENT
o Provide at all low-slope roof.
• 11 40 00 FOODSERVICE EQUIPMENT
o See Appendix C – Food & Nutrition Services for more information
• 11 70 00 EDUCATIONAL EQUIPMENT (KILN)
o Kiln – Skutt – 1227-3 (standard) B.O.D.
Division 12 – FURNISHINGS
• 12 24 13 ROLLER WINDOW SHADES
o Required at all exterior windows. No window shades shall be provided on interior glass outside
of those required by DOH.
o Provide motorized shade at windows above one-story high.
o Provide room darkening shadecloth (black-out shades) in locations with a stage and rooms with
projectors (this could be the cafeteria, gymnasium or auditorium depending on the design). See
Ed Spec for further guidance. Review with DCPS.
• 12 36 61 SOLID SURFACING COUNTERTOPS
o At all countertops that include a sink, provide solid surface countertop. P-lam countertops are
acceptable when sinks are not included, but preference is still for solid surface.
Provide a full height tile backsplash at countertops with sinks.
At areas without a sink, a P-lam or solid surface 4” minimum backsplash is acceptable.
o Window sills shall be solid surface only, no laminate.
• 12 48 13 ENTRANCE FLOOR MATS AND FRAMES
o See “Appendix B Finish Guidelines - General Notes” for more details on entrance floor mats.
• 12 93 00 SITE FURNISHINGS
o Provide exterior trash and recycle receptacle
B.O.D. for trash receptacle – DuMor, Inc (474-32VS-BT) – Color: Black
B.O.D. for recycle receptacle – DuMor, Inc (437-32SH) – Color: Coordinate with School
colors
o Locations for trash and recycle receptacle
Provide at all major site amenity areas
No trash compactors for individual trash cans
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 9 -
Division 13 – SPECIAL CONSTRUCTION
• NOT CURRENTLY USED
Division 14 – CONVEYING EQUIPMENT
• 14 21 00 ELECTRIC TRACTION ELEVATORS
o Open to maintenance by non-installing manufacturer
o Provide card reader at each floor in lieu of inside the elevator for access control
• 14 42 00 WHEELCHAIR LIFTS
o Chair lifts should be avoided as best as possible. DCPS will provide written approval for chair lifts
as needed.
Division 21 – FIRE SUPPRESSION
• NOT CURRENTLY USED
Division 22 – PLUMBING
• 22 05 53 IDENTIFICATION FOR PLUMBING PIPING AND EQUIPMENT
o Isolation valves shall be visibly located within the room.
• 22 14 26.13 ROOF DRAINS
o Preference for overflow drains is in-wall scuppers.
• 22 34 00 FUEL-FIRED, DOMESTIC-WATER HEATERS
o Outlet temperatures on the domestic-water heaters shall be monitored through the BAS
system.
• 22 40 00 PLUMBING FIXTURES
o Toilet Seat Heights and Type:
PreK3-PreK4 (on-suite toilets) – floor mounted – 12" AFF
K-1st (on-suite toilets) – wall hung – 15” AFF
All other locations – wall hung – 18” AFF
o Multi-User restrooms – Multi-station Lavatory Unit preferred over single wall hung units
BOD – Bradley Corporation, ELX Series
o Faucets
Multi-User Restrooms
• Chicago Faucets– Metering Faucets – Single Hole Mounting
• Provide manual, not automatic
Single-User Restrooms
• American Standard – Monterrey – Two-Handle Centerset Lav Faucet
• Provide manual, not automatic
Mop Sink Faucet – T&S Brass and Bronze Works – Service Sink Faucet, 4” Wrist Action
o Toilets
PreK3-PreK4 (on-suite toilets) – American Standard – Baby Devoro FloWise/Round Front
Flushometer Toilet
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 10 -
Typical Toilet – American Standard – Elongated Wall Hung Closet Fixture
• Provide manual flush, not automatic
o Flush Valve
PreK3-PreK4 (on-suite toilets) – Sloan Flushometer – 111-1.28
Toilets – Sloan – Manual Exposed Flushometer
Urinals – Sloan – Manual Exposed Flushometer
o Urinals
American Standard – Washbrook Urinal
• 22 42 23 COMMERCIAL SHOWERS, RECEPTORS, AND BASINS
o Preference for non-prefab shower units and basins.
o Coordinate drawings to ensure ADA clearances are met.
o Shower mixing valves shall be fully accessible from inside the shower stall.
o Provide smaller tile size in shower areas.
• 22 47 13 DRINKING FOUNTAINS
o All drinking fountains shall include a bottle filler. Review locations with DCPS
Interior BOD: Elkay Enhanced EZH20 Bottle Filling Station & Versatile Bi-Level ADA
Cooler
Exterior BOD: 10145 Front Approach preferred, 10485WM if wall mounted. Fountains to
include filtration and freeze-resistance.
o Provide drinking fountain at all major corridors.
o Provide exterior drinking fountains at playgrounds and in proximity to outdoor program.
o Provide bubblers in classrooms and “student-centered” support spaces (resource rooms,
makerspace, etc.) per Ed Spec
BOD: Elkay Flexi-Guard Classroom Bubbler
Division 23 – HEATING VENTILATING AND AIR CONDITIONING
Provide the following drawings in the DGS Office
• Laminated 8.5" x 11" MEP equipment schedules with makes and models
• Laminated 24" x 36" MEP floorplans
• Laminated 8.5" x 11" valve schedules with corresponding valve locations
• Laminated 24” x 36” HVAC sequence of operations
LG models are not approved
• 23 05 53 IDENTIFICATION FOR HVAC PIPING, DUCTWORK AND EQUIPMENT
o Equipment labels and tags shall be visibly located within the room.
• 23 09 33 ELECTRIC AND ELECTRONIC CONTROL SYSTEM FOR HVAC
o Anticipated Occupancy Schedules
School Schedule – 8:30 AM to 3:30 PM
Admin Areas/Library/Gym/Cafeteria
• Optimal Start 2 hours before normal start
• Normal Start 8:00 AM
• Optimal Stop 30 minutes before normal stop
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 11 -
• Normal Stop 5:00 PM
Kitchen
• Optimal Start 4:30 AM
• Normal Start 6:30 AM
• Normal Stop 1:30 PM
All Other Areas
• Optimal Start 2 hours before normal start
• Normal Start 30 minutes before first class
• Optimal Stop 30 minutes before normal stop
• Normal Stop 0 minutes after final class
o Thermal Comfort Requirements
Air Conditioning
• Occupied – 73
• Unoccupied – 80
Heating
• Occupied – 69
• Unoccupied – 60
Humidity Range
• 30% to 60% RH
o HVAC System Controls
Controlled centrally from networked BMS work station
• 23 31 13 METAL DUCTS
o Limit the amount of exposed duct work on the roof. Preferably no duct work exposed on the
roof.
• 23 36 00 AIR TERMINAL UNITS
o Preference is to avoid ceiling cassettes.
• 23 82 39 WALL AND CEILING UNIT HEATERS
o Due to vandalism and maintenance, wall unit heaters should be avoided in stairwells. If needed
in stairwells preference is for either in the ceiling or recessed in the wall
Division 25 – INTEGRATED AUTOMATION
• 25 40 02 BUILDING AUTOMATION SYSTEM (BAS)
o Electrical, water and gas meters/services shall allow for remote monitoring
Division 26 – ELECTRICAL
• 26 05 33 RACEWAYS
o In areas with no ceilings (exposed structure), all wire management shall be controlled through
proper raceway trays.
• 26 05 53 IDENTIFICATION FOR ELECTRICAL SYSTEMS
o Electrical and Network Labeling
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 12 -
All electrical outlets, including those in systems furniture, shall be labeled with
corresponding electrical panel and breaker numbers
All network outlets, including those in systems furniture, shall be labeled with the
corresponding closet, patch panel and termination location
HVAC controls cabling shall be yellow
Network cabling shall be blue
Wireless access point cabling shall be orange
• 26 05 73 ELECTRICAL DISTRIBUTION SYSTEM STUDIES
• 26 09 23 LIGHTING CONTROL DEVICES
o Occupant Lighting Control
Controllability by occupants (or lack thereof) to be driven by NZEB, LEED and WELL
considerations.
Dimming capabilities in meeting spaces, presentation spaces, multipurpose rooms and
classrooms
• 26 27 26 WIRING DEVICES
o Exterior outlets
Provide exterior outlets at primary and secondary entrances, playgrounds, programmed
spaces (gardens, outdoor classrooms, etc.) at a minimum. No pedestals.
Outlet covers are not to be lockable. Outlet covers typically provided break easily,
design team to provide outlet cover options.
• 26 32 13 ENGINE GENERATORS
o Generator required on all DCPS modernizations. At a minimum the generator should account
for the following items. Exception to the below list shall be reviewed and approved by DCPS
Facilities:
All emergency lighting
Electrical Lockdown
Security Desk Area
Security panel
Access panel
All receptacles within IT rooms
Split system within all IT rooms
IT Closets (MDF is priority, secondary IDF)
Elevator shaft lighting and receptacles
Elevator car lighting & HVAC
Sump Pumps
Kitchen Freezer (Lighting, heater, alarm, Blower coil, Compressor Rack)
Kitchen Cooler (Lighting, heater, alarm, Blower coil, Compressor Rack)
Health Suite Refrigerator
BMS Workstation
Fire Pump (if needed)
Main Fire Alarm control panel
Generator components (battery heater, service receptacles/lighting, etc.)
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 13 -
• 26 51 00 INTERIOR LIGHTING
o All fixtures shall be LED unless otherwise approved.
o Light Fixtures: Any proposed location identified lower than noted below shall be reviewed and
approved by DCPS Facilities:
For Pendants @ Elementary School - B.O. fixture no lower than 8'-6".
For Pendants @ Middle/High School - B.O. fixture no lower than 9'-0"
o Provide light fixture protection in gymnasiums and multi-purpose spaces.
o Direct-indirect ceiling pendants are preferred in instructional spaces.
o Provide lighting in bathroom and stairs to enable visibility independent of motion-detection.
• 25 56 00 EXTERIOR LIGHTING
o Design team to provide adequate exterior lighting to illuminate common path of travel to and
from buildings.
Division 27 – COMMUNICATIONS
• 27 51 16 PUBLIC ADDRESS SYSTEMS
o PA (Public Address School, Public Address Emergency, Public Address Intruder)
Bogen Quantum Hybrid
• Head end wall mount is preferred over rack mount
• Appropriately sized Quantum pre-built system shall be provided
o QSW24/QSW48/QSW72 etc.
o Include MCTCA Telephone Interface Card
Speakers
• Preference is to have no wall mounted speakers
• Drop ceilings
o Shall be drop in Bogen CSD2X2VRU speakers or equivalent
• General Design Guidance
o Distance between speakers in hallways shall be 3x the height of ceilings
o In stair shafts include one speaker at the topmost elevation
o At each stairway exit, one speaker shall be located within one ceilings
height of the stairway exit door
Call Switch
• Bogen CA15C
Include sufficient design and programming time to coordinate all calls with the school’s
occupancy requirements and exclusions for quiet spaces
• 27 53 13 CLOCK SYSTEMS
o Clocks
Sapling Talk Back Wireless
• Master clock shall be networked for synchronization
• Clocks should be located in a consistent location in classroom spaces.
• 27 53 19 DISTRIBUTED ANTENNA SYSTEM (DAS)
o See link below to the code which addresses the Emergency Responder Radio Coverage since
2015:
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 14 -
http://dcregs.dc.gov/Gateway/RuleHome.aspx?RuleNumber=12-H510
o See link below for requirements of the Public Safety DAS:
https://ouc.dc.gov/page/oucs-public-safety-building-radio-systems-requirements
Division 28 – ELECTRONIC SAFETY AND SECURITY
• Life Safety Systems Installer's Certifications
• Electronic Security Association (ESA) National Training School (NTS) is being used as a benchmark,
other certifications/trainings can be submitted to DCPS for approval
• CCTV Installers
CAT1 + Life Safety Code + Video Systems Technologies
• Intrusion Detection Installers
CAT1 + Life Safety Code + Advanced Intrusion Systems
• Access Control Installers
CAT1 + Life Safety Code + Electronic Access Control
• Fire Alarm Installers
CAT1 + Life Safety Code + Fire Alarm Installation Methods
• 28 05 00 VIDEO SURVEILLANCE SYSTEM
o Axis Network Cameras and Panasonic MonitorCast 4 viewing platform
o Network Camera Models
M3105-LV for IDF and MDF
M3045-V: Indoor nearfield options, e.g. stairwells: M3045-V
M3046-V: Indoor wider-angle options, e.g. small rooms and double stairwells: M3046-V
P3225-V: Hallways and larger spaces: P3225-V
P3225-VE: Exterior doors and near to medium area coverage: P3225-VE
P3225-LVE: Exterior doors and near to medium area coverage with IR: P3225-LVE
P3227-VE / LVE: Larger exterior areas such as playgrounds.: P3227-VE / P3227-LVE
Q3517-VE 9mm / 2mm: Exterior greater area coverage (Depending on coverage
demand)
Q6115-E / Q6115-E: Exterior PTZ (Depending on coverage requirement). PTZ cameras
kept to a minimum.
Q6155-E with Q6000-E: 360-degree Exterior larger space, advanced auto-tracking and
guard-tour for parking spaces
P3708-PVE for 180-degree views were required
Some other camera options will be used in special circumstances such as the P3707-PE,
Q1765-LE, and thermal cameras (Q1941-E, Q1942-E and Q2901-E). These additional
models will be used by guidance of the Gold level partner to accommodate specific
needs at a location.
• 28 10 00 ACCESS CONTROL
o Also see section: 08 71 00 FINISH HARDWARE
o Keying requirement: One Key Tracer 3U 8 Key Panel with prox reader and keypad, power and
network required.
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 15 -
o Shelter in place / lock down: located on all interior doors that are student occupied spaces (i.e.:
Classrooms, Small Groups, Music, etc.). DCPS to review locations with design team for
confirmation.
BOD: Schlage AD300/AD400
Alternative: Allegion LE/NDE
Alternative: Hager HS4
Requirements:
• Instructional spaces shall be able to lock from the inside without opening the
door and entering the corridor
• If an unauthorized person locks a door from the inside there must be a means of
opening the door from the corridor
• BOD shall be a wired system, DCPS requires sign-off if a battery operation
system is proposed
• This can be done via multiple methods (key or card) but the preferred is card
• A lockdown of doors or select doors must be possible from a remote location
within the school. This can be done via a push button, glass break, software on a
computer or a specially designated card/card reader.
• 28 16 00 ACCESS CONTROL AND INSTRUSION DETECTION
o Exterior Axis C3003-E Speakers
o Door Intercoms (main entrance)
Axis A8004-VE (vandal resistance) or Axis I8016-LVE
Grandstream GXV3275
o Kitchen loading
AiPhone JK Series with 3.5" screen and Axis door station. For remote communication
only, remote unlocking functions removed.
o Electronic Access Control
Mercury based systems only
• Acceptable panels are: EP1501, EP1502, MR50, MR52, MR51e, 16In, 16Out
Altronix EFLOW 6NB power supply charger
Altronix LINQ 8PD power distribution module
Altronix Trove2 enclosures with TM2 Mercury backplanes
RS2 Enterprise access control platform only
Panels can be wired using Ethernet or 485 topology
Contractor shall provide no less than 125 programmed credentials via DCPS Custom
credential CardTrax pool.
o Intrusion Detection
DMP (Digital Monitoring Products) XR-550DNL-G
• PIR Dual Tech Bosch or Honeywell
• Graphic Touchscreen Keypad 7800 Series
o Located at school's main entrance and custodian's main point of egress
• Interior 335 Sirens
• Exterior sirens with strobes
DCPS OWNER PROJECT REQUIREMENTS (OPR) - 16 -
Programming
• Security contractor shall program security system with general contractor code
for configuration and testing purposes before turning over the system to DCPS
• 28 18 11 SECURITY ACCESS METAL DETECTORS
o Metal Detectors
The point of contact is Mr. Rich Brown who is the representative for Garrett Metal
Detectors. The model for the metal detector is the 6500i. Rich can be reached on 757-
288-6604; email: pmiusa@cox.net.
• 28 18 13 SECURITY ACCESS X-RAY EQUIPMENT
o VOTI x-ray machine
XR3D-50s / the POC for VOTI is Mr. Jacob Greenbaum. He can be reached via email at
Jacob.greenbaum@votidetection.com or by cell phone at 1-514-816-4546.
• 28 31 11 FIRE ALARM
o Honeywell / Fire-Lite MS addressable control panel
o 2 telephone lines per panel for communication
o All fire alarm wiring shall be run in red conduit, no exceptions
Division 31 – EARTHWORK
• NOT CURRENTLY USED
Division 32 – EXTERIOR IMPROVEMENTS
• 32 14 13 PERMEABLE PAVEMENT
o Not preferred due to maintenance difficulties. If needed to meet LEED or DOEE requirements,
locations and types should be reviewed with DCPS.
• 32 14 43 PERVIOUS CONCRETE PAVEMENT
o Not preferred due to maintenance difficulties. If needed to meet LEED or DOEE requirements,
locations and types should be reviewed with DCPS.
• 32 31 13 CHAIN LINK FENCES
o All fencing shall be coated.
o Chain link fencing is not the preferred fencing type. If proposed, chain link fencing must be
reviewed by DCPS.
• 32 31 19 DECORATIVE METAL FENCES AND GATES
o Two (2’) feet solid panel required at all egress gates centered on panic hardware. Additionally,
welded wire mesh should be added to gate to prevent unwanted exterior access.
• 32 52 00 SYNTHETIC TURF
o DCPS approved turfs include:
Eco Grind (sand + shoegrid)
Hocky Multi (sand only)
Pure Select 2”
Division 33 – UTILITIES
• NOT CURRENTLY USED
1200 First Street, NE | Washington, DC 20002 | T 202.442.5885 | F 202.442.5026 | dcps.dc.gov
EDUCATIONAL SPECIFICATIONS
APPENDIX B
VERSION 2.0
September 2021
DCPS FINISH GUIDELINES - 1 -
DCPS FINISH GUIDELINES
General Notes:
The goal of "APPENDIX B - FINISH GUIDELINES" is to provide design teams with DCPS' design priorities and
requirements. Each school should be designed with high design standards in mind which include cleanliness,
durability, longevity, maintenance, and school uniqueness in mind.
A. FLOORING
A.1 The following are not approved floor materials and shall not be installed within DCPS facilities:
Carpet, Terrazzo Tile, Fritz Tile, Linoleum, VCT, Sheet Vinyl, BBT, MCT.
A.2 Area rugs are acceptable in classrooms and library spaces and are included in the FFE package.
A.3 Wood flooring is acceptable, beyond where indicated in specific areas, in restoration cases as
well. For instance, existing wood floors in multi-purpose rooms or classrooms can be refinished
if salvageable.
A.4 All grout color shall be in the medium-to-dark range and approved by DCPS. No white / off-
white / cream color shall be used. Use epoxy grout vs. sanded.
A.5 Recessed Walk-off Mats: preference is a combination of carpet and aluminum rails. Avoid all
carpet and all aluminum option.
A.6 All terrazzo flooring shall be poured-in-place with integral base.
A.7 Flooring listed in order of DCPS preference starting with BOD (Basis of Design). APP ALT
(Approved Alternates) also listed in order of preference and will be considered on a project by
project basis.
B. WALLS
B.1 Paint selection: semi-gloss preferred, needs clarification and input .
B.2 Consider CMU in select locations per breakdown for area/room.
B.3 All Music Rooms need to meet all current code and LEED NRC standards.
C. CEILINGS
C.1 Where pocket condition at windows is required, maintain a minimum 1'-0" set-back from
window for clearance. Maximizing pocket width is preferred for increased daylight. Options
include sloped ceiling, continuous bulkhead, or cloud/floating ceiling.
C.2 Approved standard ceiling types: 2x2 ACT, 2x4 ACT, 2x6 ACT, Gypsum Board.
C.3 The following ceiling types will be reviewed and approved per specific project: wood ceilings,
floating clouds, ACT sizes different from listed in #2, baffles, etc.
C.4 NRC rating is most important, however, aesthetically less texture is preferred.
C.5 Not approved: 4x4 ACT, 2x8 ACT, conceal grid system.
C.6 MDF/IDF/Utility Rooms: No ceilings
DCPS FINISH GUIDELINES - 2 -
C.7 Consider location and quantity of access panels. Where access panels are required, consider
ACT in lieu of GWB. Limit the number of different access panels if possible to three per building.
C.8 All Music Rooms need to meet all current code and LEED NRC standards.
D. LIGHTING
D.1 Avoid low-cost plastic lenses.
D.2 All LED lighting.
D.3 Occupancy sensors required in core academic spaces and offices.
D.4 No fixtures shall be lower than 8'-6" AFF at Elementary Schools and 9'-0" at Middle/High School
D.5 Preference is for pendants in main academic areas where ceiling heights allow.
D.6 Specialized Instruction spaces - adjustable sensory lighting shall be included.
E. BUILT-INS
E.1 No white laminate. Consider long-term durability and cleanability and aesthetics
E.2 All cabinets should be lockable.
E.3 Auditorium seating shall be wood chairs, no upholstery.
E.4 Provide solid surface (or approved equal) countertops at all wet areas as a minimum.
Abbreviations
ACT Acoustical Ceiling Tile
AFF Above Finish Floor
BOD Basis of Design
CMU Concrete Masonry Unit
ES Elementary School
GWB Gypsum Wall Board
HS High School
LVT Luxury Vinyl Tile
MS Middle School
PE Physical Education
RCP Reflected Ceiling Plan
September 2021
OCCUPANCY
BOD Premium Rubber Flooring (tile) BOD High‐impact gypsum board BOD See General Notes BOD
APP.
ALT LVT APP.
ALT Existing masonry, existing plaster APP.
ALT
Majority should be ACT, designated
areas of gypsum board at entry points
acceptable
APP.
ALT
NOTES Kiln Room (for Art) shall be sealed
concrete, no rubber or LVT NOTES
Utilize accent paint color for at least
one wall (avoid all white walls). Ideally
accent wall should be visible from
corridor. CMU not preferred.
NOTES
Preferred access to VAV boxes is in
storage rooms or corridors, not
classrooms
NOTES Dimmable /See General Notes
regarding Self‐Contained spaces
BOD Premium Rubber Flooring or LVT BOD
High‐impact gypsum board. Provide
transparency between welcome center
and lobby/corridor.
BOD BOD
APP.
ALT
APP.
ALT
No additional comments beyond
"General Notes"
APP.
ALT
APP.
ALT
NOTES NOTES
Avoid all white walls in high traffic
areas. CMU not preferred. Consider
public art, graphics or a combination
within the welcome center and main
admin area.
NOTES NOTES
Academic Core
Area
(Classrooms,
Small Group,
Teacher
Collaboration,
etc)
No additional comments beyond
"General Notes"
Admin Spaces No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
FLOORING WALLS CEILINGS LIGHTING
No additional comments beyond
"General Notes"
DCPS FINISH GUIDELINES -3-
OCCUPANCY FLOORING WALLS CEILINGS LIGHTING
BOD Existing wood refinished or LVT BOD High‐impact gypsum board. Acoustical
wall panels BOD BOD
APP.
ALT
APP.
ALT Existing walls APP.
ALT
APP.
ALT
NOTES NOTES Provide black‐out curtains at any
exterior windows. See General Notes NOTES NOTES
BOD Poured Terrazzo BOD High‐impact gypsum board + tile
wainscot (minimum 42‐48" high) BOD BOD
APP.
ALT
Porcelain Tile or Polished Concrete
(select order, new slabs only)
APP.
ALT
Specialty masonry products. Prefer
ceramic tile for wainscot, but will
consider other wall panels such as
wood or metal.
APP.
ALT
APP.
ALT
NOTES
Consider a combination of flooring with
higher cost materials such as poured
terrazzo in select high traffic areas.
NOTES Height and size of tile wainscot will be
reviewed on a project by project basis. NOTES NOTES
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
Auditorium
Corridors
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
DCPS FINISH GUIDELINES -4-
OCCUPANCY FLOORING WALLS CEILINGS LIGHTING
BOD Sealed Concrete BOD Moisture Resistant Gypsum Board with
ceramic tile up to 7'‐0" high BOD Exposed Structure / No Ceiling BOD
APP.
ALT Poured Epoxy Resin or Porcelain Tile APP.
ALT CMU APP.
ALT
APP.
ALT
NOTES No additional comments beyond
"General Notes" NOTES Floor to ceiling tile is preferred, with a
minimum of 7'‐0" high. NOTES NOTES
BOD Poured Terrazzo BOD High‐Impact Gypsum Board + Tile
Wainscot BOD BOD
APP.
ALT
Porcelain Tile or Polished Concrete
(select order, new slabs only)
APP.
ALT CMU APP.
ALT
APP.
ALT
NOTES
Where Gymnasium and Dining spaces
are adjacent and connect, provide
Resilient Athletic Flooring
NOTES Acoustical impacts to adjacent spaces
and within the room is a high priority NOTES No additional comments beyond
"General Notes" NOTES
Custodial Closet
Acoustical consideration is top priority.
This can be achieved through lay‐in,
clouds, baffles, etc. Reviewed on
project by project level.
Dining No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
DCPS FINISH GUIDELINES -5-
OCCUPANCY FLOORING WALLS CEILINGS LIGHTING
BOD Premium Rubber Floor BOD Medium‐Level Interior Cab Finishes BOD BOD
APP.
ALT LVT APP.
ALT
APP.
ALT
APP.
ALT
NOTES When feasible, match elevator cab floor
to adjacent corridor floor material NOTES NOTES NOTES
BOD Poured Terrazzo + Recessed Walk‐Off
Mat BOD High‐impact gypsum board + tile
wainscot / Storefront Systems BOD BOD
APP.
ALT
Porcelain Tile or Polished Concrete
(select order, new slabs only)
APP.
ALT
Specialty masonry products. Prefer
ceramic tile for wainscot, but will
consider other wall panels such as
wood or metal.
APP.
ALT
APP.
ALT
NOTES Provide recessed walk‐off mats at entry
vestibule and any secondary vestibules. NOTES No additional comments beyond
"General Notes " NOTES NOTES
No additional comments beyond
"General Notes"
Entrances/
Vestibules/
Lobby
Elevator No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
DCPS FINISH GUIDELINES -6-
OCCUPANCY FLOORING WALLS CEILINGS LIGHTING
BOD Wood Floor (MS & HS Only) / Resilient
Athletic Flooring (ES) BOD Ground‐face CMU BOD
Exposed Structure / No Ceiling.
Acoustical Decking preferred in new
construction.
BOD
APP.
ALT
Where Gymnasium and Dining spaces
are adjacent and connect, additional
consideration should be provided for
the flooring to allow for both PE and
dining to function
APP.
ALT
Painted CMU, High‐Impact Gypsum
Board
APP.
ALT
APP.
ALT
NOTES No additional comments beyond
"General Notes" NOTES
Acoustical impacts to adjacent spaces
and within the room is a high priority.
Provide as many wall pads as possible
including at columns.
NOTES NOTES
BOD Premium Rubber Flooring BOD High‐impact gypsum board BOD ACT BOD
APP.
ALT LVT APP.
ALT
APP.
ALT
No additional comments beyond
"General Notes"
APP.
ALT
NOTES
Cleanability and slip‐resistance shall be
considered when selecting tile. Too
much texture makes it difficult to keep
clean.
NOTES NOTES
No Gypsum Bulkheads unless approved
on case by case basis. Curtain track
should be included in base bid and
shown on RCP.
NOTES Ensure lighting does not interfere with
ceiling hung curtains
No additional comments beyond
"General Notes"
Health Services
Gymnasium No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
DCPS FINISH GUIDELINES -7-
OCCUPANCY FLOORING WALLS CEILINGS LIGHTING
BOD Poured epoxy flooring with integral
base BOD CMU / Ceramic Tile BOD Vinyl Coated ACT BOD
APP.
ALT
Industrial quality rolled floor (i.e.: Altro
Atlas 40 or Altro Stronghold 30)
APP.
ALT
No additional comments beyond
"General Notes"
APP.
ALT
No additional comments beyond
"General Notes"
APP.
ALT
NOTES Cleanability and slip‐resistance shall be
considered when selecting. NOTES
Floor to ceiling tile is preferred, with a
minimum of 6'‐0" high. If tile is provided
to 6'‐0" high, provide FRP above and
extend to ceiling. Provide stainless steel
panels as required per cooking
equipment
NOTES Soil Resistance, Scrubability,
Washability NOTES
BOD Premium Rubber Flooring BOD High‐impact gypsum board BOD BOD
APP.
ALT LVT APP.
ALT
No additional comments beyond
"General Notes"
APP.
ALT
APP.
ALT
NOTES Minimum of two (2) area rugs at ES.
See General Notes NOTES
Masonry walls not approved, existing
masonry walls to remain shall be furred
out.
NOTES NOTES Dimmable
Kitchen No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
Library
DCPS FINISH GUIDELINES -8-
OCCUPANCY FLOORING WALLS CEILINGS LIGHTING
BOD Porcelain Tile BOD
Moisture Resistant gypsum board +
ceramic or porcelain wall tile. HDPE for
partition types.
BOD ACT (vinyl coated) or GWB if no more
than one access panels is required. BOD
APP.
ALT Poured Epoxy Resin APP.
ALT
No additional comments beyond
"General Notes"
APP.
ALT
APP.
ALT
NOTES
Cleanability and slip‐resistance shall be
considered when selecting tile. Too
much texture makes it difficult to keep
clean.
NOTES
Floor to ceiling tile is preferred on all
walls, with a minimum of 6'‐0" high. At
a minimum provide tile on all wet walls.
Any exterior windows require opaque
glazing or translucent film for entire
window.
NOTES NOTES
BOD Wood BOD High‐impact gypsum board. BOD BOD
APP.
ALT LVT APP.
ALT
No additional comments beyond
"General Notes"
APP.
ALT
APP.
ALT
NOTES
For performing arts school, a more
traditional mailable and paintable stage
floor shall be considered
NOTES Provide black‐out curtains at any
exterior windows. See General Notes NOTES NOTES
BOD
Landings: Continuation of corridor
flooring /mid‐landing continuation of
riser and tread material Risers &
Treads: Poured epoxy resin
BOD CMU BOD BOD
Stage No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
Restroom
DCPS FINISH GUIDELINES -9-
OCCUPANCY FLOORING WALLS CEILINGS LIGHTING
APP.
ALT Risers & Tread: Premium Rubber Tile APP.
ALT
High‐impact gypsum board with
minimum of 4'‐0" high tile wainscot
APP.
ALT
APP.
ALT
NOTES
Exit Landing: Walk‐off mat. For specialty
stairs preference is terrazzo tile or
porcelain tile.
NOTES
Consider high gloss for tile. No
horizontal guardrails, only vertical or
panel applications.
NOTES NOTES
BOD Sealed Concrete BOD High‐impact gypsum board BOD No Ceiling BOD
APP.
ALT
Premium Rubber Flooring, Poured
Epoxy Resin, or Porcelain Tile
APP.
ALT
No additional comments beyond
"General Notes"
APP.
ALT
APP.
ALT
NOTES No additional comments beyond
"General Notes" NOTES Provide adequate outlets for AV/IT,
Laptop storage, etc. NOTES NOTES
No additional comments beyond
"General Notes"
Storage Room /
Electrical Room
(IDF‐MDF)
No additional comments beyond
"General Notes"
No additional comments beyond
"General Notes"
Stairwells No additional comments beyond
"General Notes"
DCPS FINISH GUIDELINES -10-
1200 Fi rs t Street, NE | W as h i ngton, DC 20002 | T 202.442.5885 | F 202.442.5026 | d c p s .dc.gov
EDUCATIONAL SPECIFICATIONS
APPENDIX C
VERSION 3.0
October 6, 2021
DCPS DEPARTMENT ONE-PAGERS
-1-
DCPS DEPARTMENT ONE-PAGERS
TABLE OF CONTENTS
A - DATA / IT
B - EARLY CHILDHOOD EDUCATION
C - FOOD AND NUTRITION SERVICES
D - HEALTH AND PHYSICAL EDUCATION
E - LIBRARY PROGRAMS
F - OPERATIONS
G - SECURITY
H - SITE AND PLANTING DESIGN
I - VISUAL AND PERFORMING ARTS
J - TRAFFIC GARDENS
K- CUSTODIAL EQUIPMENT
L - TEACHING KITCHEN
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
A. DATA/IT
DCPS DATA / IT
A-1
A: DATA / IT
General Notes
For specific model numbers for interactive boards, panels, copiers, and other equipment, please refer to
Appendix A – Owner Project Requirements. Refer to Educational Specifications for additional information on
locations and quantities. Specific device count will be verified and confirmed for each school by DCPS based on
the table below.
1. Copier Locations
1A. Locations and type of copier should be confirmed with each school as they require specific
outlet configuration and school input.
2. OCTO-DC Net Standards
2A. Reference - https://dcnet.dc.gov/publication/dc-net-structured-cabling-standards
3. DCPS IT Guidelines/Count by Room
Room Type Technology Quantity Notes
Admin Suite/Welcome Center Desk Phone 3 3 phones
Admin Suite/Welcome Center Desktop - Admin 2 2 desktops
Admin Suite/Welcome Center Network Drops 7 7 drops
Cafeteria Network Drops 10 POS, Clock, AP for Wifi
Classroom K-12 Desk Phone 1
Classroom K-12 Desktop - Student 3
Classroom K-12 Network Drops 5
PA system, projection system, teacher
workstation, 2 for wireless access points,
1 for student machines
Classroom Pre-K Desk Phone 1
Classroom Pre-K Network Drops 5
Computer Lab Desk Phone 1
Computer Lab Desktop - Student 30
Computer Lab Network Drops 34
At least one peripheral computer lab with
drops for 30 machines; more for larger
schools to accommodate hardwired
online testing rotations
Conference Room Conference Phone 1
Health Suite Desk Phone 1
Health Suite Desktop - Admin 1
DCPS DATA / IT
A-2
Health Suite Fax Machine 1
Health Suite Network Drops 2
Janitorial Suite Desk Phone 1
Janitorial Suite Desktop - Admin 2
Janitorial Suite Network Drops 4
Kitchen Desk Phone 1
Kitchen Desktop - Admin 3 For database computer
Kitchen Network Drops 4 database computer, Point of Sale (POS),
kiosk
Large Staff Office (2 Phones) Desk Phone 2
Library Media Center Desktop - Admin 1 All-In-One model
Library Media Center Desktop - Student 2 All-In-One model
Library Media Center Laptop - Student 30 In addition to laptops for enrollment
Library Media Center Network Drops 8
Library Media Center/Maker Space Mobile Carts 1 In addition to carts for 3:1 enrollment
Multi-Purpose Room Network Drops 8
Office Desk Phone 1
Parent Resource Center Desktop - Student 3
Resource /SpEd/Intervention (1/2
Classroom) Desk Phone 1
Resource /SpEd/Intervention (1/2
Classroom) Desktop - Student 1
School Laptop - Teacher
1:1 on
Count DC
Staff
Windows-based; not custodians,
welcome center admin, kitchen, health
Security Room Desk Phone 1
Security Room Desktop - Admin 1 All-In-One model
Security Room Network Drops 1
Teacher Workroom Fax Machine 1
Teacher Workroom Network Drops 4
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
B. EARLY CHILDHOOD EDUCATION
DCPS EARLY CHILDHOOD EDUCATION
B-1
B: Early Childhood Education (ECE) – Infant and Toddler (0-3)
General Notes
The guidelines below are related to Environmental Health & Safety and Health & Outdoor Learning in
Infant/Toddler/Preschool learning spaces.
1. Classroom/Instructional Space Requirements – Infant/Toddler only
1A. Nap Space (Infant and Toddler only)
• Nap space can be located within the infant and toddler room. Utilizing the nap room space
required (225 ft2), the required ratios, and 45 ft2 per child, an infant room must have a
minimum of 585 ft2. A young toddler room does not require the nap room so must have a
minimum of 360 ft2. An older toddler room can have up to 12 children so requires a
minimum of 540 ft2.
o DCMR Title 5-A, Chapter 1, 126.14: A licenses shall provide each enrolled child in
a full-day program with an individual crib or cot and ensure that crib areas are
sufficiently separate from play space to prevent access to sleeping areas by
children at play.
o DCMR Title 5-A, Chapter 1, 126.15: A licensee shall ensure that each crib is
placed at least two (2) feet apart from any other crib, at least two (2) feet from
any windows, and two (2) feet from any radiators. The two (2) feet of separation
required by this provision shall be measured on all sides of each crib.
o NAEYC 9.A.05.a: The indoor environment is designed so staff can supervise
children by sign and sound at all times without relying on artificial monitoring
devices.
o NAEYC 9.A.14.a: Adults have a comfortable place to sit, hold, and feed infants.
o NAEYC 9.A.14.b: Staff place rocking chairs and glider chairs in locations that will
avoid injury to children who may be on the floor.
• DAP Guidance: Ideally, nap spaces should be separated by a half wall so as to
provide compliance with the “sufficiently separate” part of the regulation in the
safest way possible. That nap space should provide adequate space for 8 cribs with
floor space for a teacher to maneuver between cribs and a glider (rocking chair) for
soothing infants to sleep. That translates to approximately 225 ft2 for the nap room.
NAP ROOM
DCPS EARLY CHILDHOOD EDUCATION
B-2
1B. Diapering, Toileting Areas, and Hand Sinks (Infant and Toddler only)
• Provide at least one (1) changing table for every ten (10) children that are not independently
using toilet facilities, based on the license capacity of the facility (OSSE requirements for any
additional information). Changing tables should be built in.
o DCMR Title 5-A, Chapter 1, 123.7: A licensee shall ensure that changing tables have
impervious, nonabsorbent, smooth surfaces that do not trap soil and are easily
disinfected, are sturdy and stable to prevent tipping over, are at a convenient height for
use by facility staff, and are equipped with railings or barriers.
o NAEYC 9.A.01.a: Equipment and furnishings for diaper changing and changing soiled
underwear or other clothing are located away from food preparation areas.
o NAEYC 9.A.01.b: Hand-washing sinks are within arm’s length of diaper changing tables.
• (Toddler only) Provide at least one (1) flush toilet and one (1) sink for every ten (10) children
(OSSE requirements for any additional information)
• There must be two hand-washing sinks for adults which are separate from one another – one
for toileting, diapering, and first aid hand washing and one for food prep and all other hand
washing
• Provide waste receptacles that have a hands-free opening mechanism
• Install finger-pinch protection devices on doors, cupboards, cabinets, and gates that are
accessible to children (except on doors, cupboards, cabinets, and gates that are fully closed and
locked)
1C. Casework/Built-in Shelving (Infant and Toddler only)
• Built-ins are ideal for spaces with very young children as it lessens the pieces of furniture in the
space that need bolting and, in most cases, better utilizes wall space
• Provide a minimum of two tack boards with wooden borders in each classroom-as well as
several in the hallways or entry areas
• Provide lockable cabinets to store food, cleaning supplies, children’s supplies, etc.
• Ensure there is a lockable closet to secure toys and materials not currently in use and staff
belongings (NAEYC 9.C.02.c: The work environment includes a secure place for staff to store
their personal belongings.)
2. Interior Space Needs (Health and Outdoor Space)
2A. Adult staff spaces
• DCMR Title 5-A, Chapter 1, 123.2: A center shall provide bathroom facilities for use by adults
separate from those used by children / NAEYC 9.C.02.b: The work environment includes an
adult-sized bathroom.
• NAEYC 9.C.02.a: The work environment includes a place for adults to take a break from children
/ NAEYC 9.C.02.b: The work environment includes an administrative area for planning or
preparing materials that is separated from the children’s areas.
2B. Indoor play space
• Consider appropriate classroom space and indoor play space (in the event of inclement
weather) to allow children daily opportunities for physical activity
.
DCPS EARLY CHILDHOOD EDUCATION
B-3
3. Exterior Space Needs (Health and Outdoor Space)
3A. Exits
• DCMR Title 5-A, Chapter 1, 163.3: Children under the age of two (2) years, or non-
ambulatory children, may only occupy Center space that is on street level; has two (2)
means of egress; and if the means of egress involve steps has ramps in place to enable staff
to put children in evacuation cribs or flat strollers to roll them out in the event of an
emergency, unless the lack of a ramp at any means of egress has been approved by FEMS.
3B. Playground
• Location and Equipment
o Play spaces shall be equipped with signage indicating the appropriate age group for
use
o DCMR Title 5-A, Chapter 1, 163.6: Child Development Centers serving infants,
toddlers, or preschoolers shall provide suitable age-appropriate outdoor play space.
This play space shall be in an enclosed area, including yard or playground, on the
Facility’s premises.
o DAP Guidance: low climbing structures, sensory walls, grassy areas (no swings)
• Playground Square Footage
o NAEYC 9.B.04.a: Provide at least 75 square feet of outside play space for each child
playing outside at any one time. The total amount of required play space is based on a
maximum of one-third of enrolled students outside at one time.
• Playground Enclosure and Exits
o DCMR Title 5-A, Chapter 1, 125.6: Provide ability to enclose the outdoor play space with
a fence or natural barrier that shall be at least 42” high with a space no larger than three
and one-half (3½) inches between its bottom edge and the ground, and designed to
prevent climbing.
o DCMR Title 5-A, Chapter 1, 125.7: Provide at least two (2) exits from each outdoor play
space. At least one of these exits shall be remote from the facility buildings.
o DCMR Title 5-A, Chapter 1, 125.8: All outdoor gates have positive self-latching closure
mechanisms that are at least four (4) feet off the ground or constructed in a manner so
that they cannot be opened by a preschool-age child.
3C. Outdoor space for a garden (desired)
• Also refer to “Site and Plantings”
4. Environmental Health and Safety
4A. Outlets
• Consider outlet locations to ensure student safety
• Consider installing self-closing electrical outlet covers for child-proofing
DCPS EARLY CHILDHOOD EDUCATION
B-4
4B. Windows
• Limit the exit opening accessible to children to less than four-six inches, or be otherwise
protected with guards that prevent exit by a child, but that do not block outdoor light
• Provide screens
• Ensure that strings and cords are not accessible to children
4C. Access to Outdoors
• Provide direct access from each classroom to the corridor that has easy and direct access to
the outside
• Provide direct access to the outside from each classroom only if the direct access is to a
secured courtyard
4D. Levels of Illumination
• Natural lighting should be provided in rooms where children work and play for more than
two hours at a time
o Wherever possible, windows installed at child’s eye level should be provided to
introduce natural lighting
o All areas of the facility should have glare-free natural and/or artificial lighting that
provides adequate illumination and comfort for facility activities
DCPS EARLY CHILDHOOD EDUCATION
B-5
B: Early Childhood Education (ECE) – PreK3 and PreK4
General Notes
The guidelines below are related to Environmental Health & Safety and Health & Outdoor Learning in PK3 and
PK4 learning spaces.
1. Classroom/Instructional Space Requirements (Pre-K)
1A. Toileting and Hand Sinks
• Ensure teacher and paraprofessional can easily maintain visual and auditory supervision of
restroom at all times.
o Children in PK3 and PK4 should never be alone behind a closed door
o Stall doors should be low to allow for easy sight supervision
• Provide at least one (1) flush toilet and one (1) sink for every ten (10) children.
o An en-suite restroom attached to one classroom should have 2 child-sized toilets
o A jack-and-jill restroom attached to two classrooms should have 4 child-sized toilets
o Child-sized sinks are used for toothbrushing and handwashing. Hardware should be
accessible to children to operate independently (Head Start 1302.43)
Jack-and-Jill restrooms (accessible by two classrooms)
1B. Space for family style meals (FSM)
• Lunch time is considered an instructional part of the day. Children enjoy lunch in their
classrooms while conversing with each other and with adults. Children practice motor skills by
passing food to each other and serving themselves.
o Flat counter space where teachers can place containers of food to be served
o Group tables where children can sit together, with adults, to have conversations during
meal times. Reference: Head Start Program Performance Standard 1302.31(e)(2)
1. Casework/Built-ins
• Wall space:
o 1 smart board
o Magnetic white boards (PK teachers rely on free-standing white board teaching easels)
o Tack/bulletin boards should be installed in classroom (at least two for teacher
information/child work and at least one near entrance for parent information) and in
hallways
o Neutral color schemes (white, beiges, and light grays)
o “Overstimulation and excited behavior can result from the overuse of a strong
color scheme. The predominant color above the level of the wainscot should be
neutral. Stronger, more vivid colors may be applied on one wall in corridors and
DCPS EARLY CHILDHOOD EDUCATION
B-6
along
the rear walls of classrooms (opposite windows). Bear in mind that children’s
clothing is usually much more colorful than that of adults, and their toys and art
add a great deal of color to the environment. Too little color is better than too
much in an environment where children will spend a great deal of time.” (Head
Start Design Guide, page 114)
• Built-ins should be avoided, except coat cubbies
o Teachers in Pre-K need to be able to regularly reconfigure the furniture in their
classrooms to accommodate new study topics that begin every 8 weeks
o Low, free standing shelves are used to create separate learning centers,
oftentimes by arranging shelves into “triads”
o Coat cubbies should be located against walls to avoid creating any supervision
challenges
o Avoid installing cubbies in a u-shape, or in parallel rows, because this
creates areas of the room where children cannot be easily seen
o
o There should be space to easily label each coat cubby with a child’s name and/or photo.
2. Interior Space Needs (Pre-K)
2A. Bathroom facilities for adults (DCMR Title 5-A, Chapter 1, 123.2: A center shall provide bathroom
facilities for use by adults separate from those used by children / NAEYC 9.C.02.b: The work
environment includes an adult-sized bathroom.
2B. Break area for adults (NAEYC 9.C.02.a: The work environment includes a place for adults to take a
break from children / NAEYC 9.C.02.b: The work environment includes an administrative area for
planning or preparing materials that is separated from the children’s areas.
2C. Consider appropriate classroom space and indoor play space (in the event of inclement weather) to
allow children daily opportunities for physical activity.
3. Exterior Space Needs (Health and Outdoor Space)
3A. Square footage
• An outdoor play area for PK children must have, at minimum, 75 square feet of outdoor space
per child
• The Head Start Performance Standards, 45 CFR 1304.53(a)(5), provide that there must be at
least 75 square feet of usable outdoor play space per child.
o Best Practice: The outdoor play space should be divided, with each outdoor area having
no dimension less than 8.1 feet and a minimum size not less than 1,205 square feet. At
least 50 percent of the outdoor play space must be exposed to sunlight at any given
time during hours of operation. There must be shade in the outdoor play space provided
by planting, gazebos, umbrellas or other similar elements offering. When play space
cannot meet these criteria, the center should provide access to alternate play areas for
developing large-muscle skills. This alternate area may include, but is not limited to, an
open courtyard or an outdoor space, such as a nearby public park, if permitted by state,
tribal, and local licensing requirements.
DCPS EARLY CHILDHOOD EDUCATION
B-7
4.
Environmental Health and Safety
4A. Outlets
• Consider outlet locations to ensure student safety
• Consider installing self-closing electrical outlet covers for child-proofing
4B. Windows
• If the window opening is accessible to children, it may not open more than 4-6 inches or it must
be otherwise protected with guards that prevent exit by a child, but that do not block outdoor
light
• Provide screens
• Ensure that strings and cords are not accessible to children
4C. Access to Outdoors
• Provide direct access from each classroom to the corridor that has easy and direct access to the
outside
• Provide direct access to the outside from each classroom only if the direct access is to a secured
courtyard
4D. Levels of Illumination
• Natural lighting should be provided in rooms where children work and play for more than two
hours at a time
o Wherever possible, windows installed at child’s eye level should be provided to
introduce natural lighting
o All areas of the facility should have glare-free natural and/or artificial lighting that
provides adequate illumination and comfort for facility activities
4. Furniture
4A. Pre-K classrooms should be designed primarily for use by children with very limited
“teacher space”. If teacher desks are present, they should be no longer than 48”.
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
C. FOOD AND NUTRITION SERVICES
DCPS FOOD AND NUTRITION SERVICES
C-1
C: FOOD AND NUTRITION SERVICES
1. Kitchen Design
1A. Serving Line
• Serving line should be placed such that it can be secured and closed off after breakfast and
lunch activities are completed, from the rest of the dining space
• Doors are preferred over over-head coiling door for accessing the serving line
o A door for in and one for out of the serving line shall be provided--Glazing between
the doors is preferred for good visibility into the serving line
1B. Prep Items
• Walk-in Freezer and Coolers shall be included on the generator
• No door is needed between food prep and ware washing, minimum 42” opening only
1C. Finishes
• Floors- rolled, heat sealed- (except for Walk-ins)
• Walls- tile, color keyed to accent school colors
2. Dining Space
2A. Cafeteria Seating
• Provide a variety of table sizes and types when possible
• A combination of round tables with built-in bench and round with loose chairs are
preferred; rectangular tables with built-in bench are acceptable
• Ensure minimum ADA quantities are provided at tables
2B. Trash and Recyling Locations
• Do not provide built-in/custom trash and recycling locations
• Trash/Recycling/Organics (Compost) cans should be dispersed throughout the space
3. Kitchen Equipment and Accessories
3A. Standard Equipment
• Blender
• Convection Oven, Double Stack, Mobile (Gas)
• Convection Steamer, Double Size, (Gas)
• Food Processor, Commercial, Robo Coupe or Waring
• Pass-Thru Heated Cabinet, Mobile (not required to be pass-thru if space does not allow)
• Pass-Thru Refrigerator, Mobile (not required to be pass-thru if space does not allow)
• Range/Oven, Mobile, Oven must be Convection Oven w/fan (Gas)
3B. Serving Line Equipment/Components
• Cashier Counter, Mobile
• Cold Food Counter, Mobile
• Hot Food Counter, Mobile
• Milk cooler, Mobile
DCPS FOOD AND NUTRITION SERVICES
C-2
3C. Standard Kitchen Accessories
• Clean Dishtable
• Combination Pot Washing Sink/Soiled Dishtable
• Condiment Counter, Mobile
• Dish machine
• Dish drying rack, mobile
• Disposal
• Grease Interceptor
• Dunnage Rack
• Fly Fan
• Pan Rack cart, Mobile
• Pot & Pan Rack, Mobile
• Shelving – Metro, commercial, stainless wire, NSF rated
• Two and Three Compartment sinks as required, provide filters at each
• Utility cart, mobile
• Worktable
• Can Opener
• Trash Cans: Slim Jim 32 gallon
4. Delivery Access and Security
4A. Door size/type for deliveries
• Minimum 42” to 48” max in width
• Single door preferred in lieu of double door
• Provide solid door with peep hole
• Provide adequate weather striping and bottom sweep per DOH requirements
4B. Typical Deliveries
• Delivery truck sizes include:
o Full Truck (53’ max) / Van (16’ average “Sprinter”) / Straight Truck (26’ Straight)
• Food produce – 2x per week, 26’ Straight Truck
• Bread – possible 1x per week, 16’ Sprinter Van
• Milk – 2-3 times a week, 26’ Straight Truck
• Dry Foods – 1x or 2x per week depending on volume, up to 53’ full truck
4C. Security
• Provide axis phone from exterior to allow voice and video
• No automatic door release shall be provided. Physical door release by personal is required for
security measures. (See DCPS “Security” one-pager and OPR)
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
D. HEALTH AND PHYSICAL EDUCATION
DCPS HEALTH AND PHYSICAL EDUCATION
D-1
D: HEALTH AND PHYSICAL EDUCATION
Refer to Educational Specifications for additional information
1. General Requirements for All Program Levels
1A. Electrical/Technology Requirements
• Split sound system should be installed at high capacity schools where two PE classes happen
simultaneously (dedicated speaker system to gymnasium side)
• Screen/Presentation capability in Gym
1B. FFE
• Provide Markerboards (as noted in ed spec)
o Locate on opposite sides
o Chalk trays not to be installed
• Provide Tack Board
o Locate inside of Gym near entrance
• Provide non-interrupted white wall or projection screen on backside of murphy stage (if
applicable) for projections
1C. Specialty FFE/Applications
• Climbing Wall: maximize space and locate where possible
• Ideally one 30’-40’ continuous segment is preferred, but two (2) split 20’ segments is
acceptable
• Basketball hoops: retractable and ceiling mounted, not portable unless approved by DCPS
• Volleyball: recessed floor sleeves for poles
• Archery
Provide secure (lockable – NASS.org) storage for bows and arrows in PE Storage
o Motorized archery net (20’ – 25’ wide)
o Target should be 1 meter from net. Then stand up to 15 meters away
2. Elementary Program Level Needs
2A. Gym Floor Striping
• Basketball (DARK color guides) and volleyball (LIGHT color guides)
• Grids 10’ x 10’ grid. (should be light in color; used for instructional/directional purposes)
2B. Bike Program
• Balance Bikes (ECE)
o PreK-3 and PreK-4 = 20 bikes ( https://burley.com/product/my-kick/)
o Provide bike storage space/area/shed near ECE wing or outside
• 2nd Grade Bikes
o 25 w/ pedals (a mix of 16” and 20” bicycles), 5 non-pedal
o https://www.rei.com/product/129551/diamondback-jr-viper-20-boys-bike
o Provide storage solution in close proximity to the gym
DCPS HEALTH AND PHYSICAL EDUCATION
D-2
• Traffic Gardens (Elementary School only)
o Incorporate into Landscape design to support bike program
3. EC / Middle / High School Program Level Needs
3A. Foundational Fitness
• Provide hooks on wall for foundational fitness straps (TRX hooks)
o Hooks must meet needs for straps
o Include in Health Classroom if flexible space is available (all schools should have a
dedicated health room, DCPS has a requirement for grades K-8 of 75minutes per
student per week)
o Depending on size of middle school or EC, there should be multiple spaces to
accommodate students (Grades K-5: PE requirement of 90 mins minimum per week
of PE and Grades 6-8: 135 minutes per week)
DCPS DEPARTMENT ONE -PAGERS
APPENDIX C
E. LIBRARY PROGRAMS
DCPS LIBRARY AND MEDIA SERVICES
E-1
E: Library Programs General Notes Elementary through High School Program Level Needs • Two full classes should be accommodated at any time: o One: one-full class accommodated with tables and chairs and located near interactive whiteboard o Two: one-full class accommodated in a variety of soft seating for reading time • Shelving height accessible for all students
1. Technology 1A. Outlet/Technology Requirements • Electrical access throughout for mobile charging including in workroom/office • Maximize electrical outlets through space to allow for student charging (ie, columns, perimeters, etc) 1B. Opac Catalog Stations • Two (2) student computers dedicated to OPAC searching should be include in the library: one at the circulation desk and the second throughout the LMC space 1C. Devices • Minimum of one district standard interactive board • Dedicated printer station apart from circulation desk • Dedicated two (2) student desktops as noted in 1B • Provide one (1) staff desktops at circulation desk 2. FFE 2A. Circulation Desks • Moderately sized; located in close proximity to entrance/exit • Should be placed with maximum sight lines for the space • Height of the desk should take in to consideration the size of the students as well as all ADA guidelines • A book drop and book cart should be included 2B. Book drops • In addition to the book drop in the circulation desk, a second lockable book drop should be accessible from the hallway outside of the library o A second book cart should be provided to collect the books from the second book drop location 2C. Soft seating • Should be easily cleaned and sized proportional to students • Provide soft seating throughout all spaces (encourages students to read independently and to collaborate)
DCPS LIBRARY AND MEDIA SERVICES
E-2
2D. Marker Boards • Provide in each small group room • Provide minimum of two white boards in reading/learning/circulation area 2E. Mobile furniture and shelving on casters that allows for flexible use of space o Shelving located within the space (not along the perimeter) shall be low shelving (42-48” max) to allow for visibility throughout o Shelving located along perimeter walls can be increased to 5’-0” high if desired and needed to meet book count 3. Space Needs • Lighting appropriate to task with ability to dim separate zones • Visual control throughout
• Areas for small group and large group instruction
• Areas for informal small group interaction • If library extends on multiple floors, provide lockable doors at all entrances/exits • If library extends on multiple floors, providing Conference Room/s at levels others than the main level is acceptable 4. Maker Space Needs • Priority of Maker Space to be on level of reading/circulation 5. Shelving Requirements General Notes When determining type and placement of shelving, consider the following: • Consider shelf height and arrangement to promote maximum visibility of students and accessibility to resources • Freestanding, mobile double-faced stacks placed in rows of 4-6 sections is the preferred stack arrangement o All shelving must have a full back and be fully adjustable with no lip that prevents access to books. • Counter height shelving may be used for picture books, reference books and to create special interest areas
• Shelves should be able to accommodate a variety of formats and heights of books
• School libraries serving young students benefit from front-facing shelving bins for picture books (record album style) to ease browsing and increase agency 5A. Calculating Shelving Dimensions • Shelving is calculated as the maximum capacity of the building X20 books/student • To calculate the linear feet of shelving needed, use the following:
o Picture/thin: 20 books per foot (~25% of collection) o Standard size: 9 books per foot (~75% of collection) o Reference books: 6 books per foot (verify existing collection and accommodate)
DCPS LIBRARY AND MEDIA SERVICES
E-3
o Periodicals: 1 per foot for display purposes (verify existing collection and accommodate) 5B. Shelving Dimensions- Depth • When determining depth of shelving, consider the following: o Use minimum 10-inch shelf depth for standard size books o Use minimum 12-inch shelf depth for picture books, reference books, and periodical and audiovisual storage o Equipment storage will require 18-24-inch shelf depth
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
F. OPERATIONS
DCPS OPERATIONS
F-1
F: OPERATIONS General Notes The following guidelines should be noted during building and site design. Operational Manuals are also referenced below. 1. Custodial closet locations • Minimum 1 per each floor; located near bathrooms • Provide open shelving for supply storage per closet 2. Mop holders/drain locations • Provide standard holders (see Appendix A – OPR) • Provide shelving 3. Toilet Accessories • See Appendix A – OPR 4. Outlets throughout corridors • Locations to be determined by building size • Provide every 25ft-30ft due to limitations in vaccum/cleaning equipment cord lengths 5. Cleaning equipment • Contractor to provide recommendation from flooring sub-contractor based on final floor selection • DCPS Ops team/school Operations staff will review recommendations and confirm desired quantities 6. Exterior signage needs • Signage package to include signage for playgrounds, fields, and public accessed entrances • Digital marquee desired (DCPS is currently in discussions with HPO to standardize the DCPS marquee and create a prototype) 7. Fob count • Provide one (1) for each full-time employee + 10% minimum for projected full-time staff o DCPS to confirm full percentage increase based on projected student enrollment 8. Cell phone lockers • Specific type to be determined by individual school leadership 9. Railings • Interior guardrails that connect one or more floors shall be 48” (this is in lieu of the 42” minimum code requirement) 10. Entry points / Main Entry / Secondary Entry • If secondary entrance is provided, signage is needed (there will be a time when the secondary entrance is closed off and only the primary entrance is used
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
G. SECURITY
DCPS SECURITY
G-1
G: SECURITY
General Notes:
• When a door is forced open or access is unauthorized, the security desk console will receive a
notification of the door being opened and the related camera will pop up
o This notification should be a sound as well as the camera popup
o If equipped with an alarm at the door, this alarm can be silenced from the security desk or from
the door itself by swiping a valid card / credential or using a key
o Every exterior door should be fitted with either dual or DPDT (Double Pole Double Throw) door
contacts so every door can be monitored by the integrated CCTV system
• Door intercoms shall be installed in strategic locations to call through to inside stations at the security
desk, Welcome Center / Admin and kitchen
o The person answering the Doorphone must exercise discretion in determining the potential
visitor before using the phone to remotely unlock the door. (Doors that are remotely unlocked
should only be doors that enter into supervised areas)
o Doorphones are VoIP based and can be configured to follow / forward the call to the inside
station at the command center or any other remote location. In general, door intercoms should
ring to a manned security desk first, then roll over to the Welcome Center second.
o Where school lockdown solutions are installed, the Doorphone will be configured to dial out to
the command center as soon as the lockdown protocol is initiated in order to have “eyes and
ears” at the main entrance. This configuration also provides a means of communication for first
responders to personnel at the command center that is able to view all the cameras inside the
school.
o Door intercoms installed for kitchen deliveries shall be programmed for audio only, no remote
door control.
Definitions
The integrated security system consists of CCTV and Access Control together with Intrusion detection. School
lockdown solutions where installed will also form part of this integrated solution.
1. CCTV (CCTV) Closed Circuit TV provides the recorded and live video coverage of the building and exterior
property
2. Access Control (PACS) Physical Access Control System provides restricted access to the building ensuring
that all exterior doors are locked
3. Intrusion Detection System (IDS) provides security coverage when the building is locked and unoccupied (or
in some cases partially occupied)
DCPS SECURITY
G-2
DCPS Security System and installer specifications
1. CCTV
1A. Server
Performance Criteria:
• Cameras recording in H.264
• Record minimum 45 days motion activated recording
• Record at each camera's maximum resolution (minimum of 1.3Megapixel per camera)
• For multi-server sites system must be configured to be accessed on a single interface
• All sites must be configured to report to the DCPS Security Command Center
• It is the responsibility of the contractor to successfully integrate into Command Center
1B. Cameras- Hardware
Performance Criteria:
• BOD for cameras shall be Axis brand cameras or approved equal
• All cameras must be vandal resistant, PoE and Infra-Red where required
• Camera designs and configurations must be completed by Axis Gold level partners, or
approved equal, to ensure best use of cameras in correct areas to accommodate for all
camera features, analytics and installation practices and guidelines and installation locations
• For Basis of Design of camera models see Appendix A (OPR) specification section 28 05 00
VIDEO SURVEILLANCE SYSTEM
1C. Cameras- Placement/Location
• All exterior doors to be covered by fixed cameras (one camera can cover multiple doors if
the doors are close enough)
• All playgrounds, parking areas and driveway entrances to the school property
• Interior hallways, lobbies, gym, cafeteria, stairwells and other public and circulation areas
• No cameras in classrooms except for Computer labs and libraries
• Laptop and computer storage rooms
• Welcome Center and waiting area
1D. Security Monitors
• Monitors should be provided at the Security desk, Security Office, and Welcome Center
1E. Door Intercoms
• Exterior door intercoms to be provided with sufficient mounting hardware to ensure ease of
access for all users and meet ADA guidelines
• Should be installed only at main entrance, entrance gate, if applicable, and at one (1)
kitchen/delivery entrance unless directed otherwise
DCPS SECURITY
G-3
2. PACS
2A. Door Monitoring and Control
In addition to any access control hardware provided for in the site specification, all exterior
doors need to have alarm contacts on each door slab wired using DPDT door contacts and run to
IDS and PACS Control Panels. This will be used for integration to the CCTV system for door event
notification and recording. Additionally, Card Readers should be installed on all exterior doors.
(Access will be determined with DCPS/school leadership)
▪ Access cards for card readers should be purchased by approved vendor
2B. Access Control panels should be Mercury Security hardware panels (see OPR for
acceptable panels)
2C. Panels can be wired using Ethernet or 485 topology
2D. Power Supplies must consist of Trove 2 or Trove 3 enclosure (See OPR)
Systems need to be configured onto the VoIP platform and route back to the DCPS Security Command Center.
3. Intrusion Hardware
▪ Main intrusion detection control panels must be by DMP model XR-550 with associated power
supply
▪ DMP Panels must be connected to the network on the security VLAN
▪ DMP Panels must be connected to a dedicated phone line and report to DCPS Security
3A. Door locking hardware
• All electrified exit devices need to make use of motorized latch retraction and not solenoid latch
retraction
• All exterior electrified locking devices need to have built in REX switches and built in latch-bolt
monitoring
• PIR / Motion REX’s need to be avoided for door-approach unlocking
• Mag-locks should not be installed, unless approved
• Electronic door strikes are an acceptable option
Certifications
Any contractor working on DCPS CCTV, IDS, PACS needs to hold the following certifications or approved equal.
• ESA CAT1 + Life Safety Code + Video System Technologies (For CCTV)
• ESA CAT1 + Life Safety Code + Electronic Access Control (For PACS)
• ESA CAT1 + Life Safety Code + Advanced Intrusion Systems (For IDS)
• Manufacturer certifications of the systems being installed
• Mercury Based Certification (i.e. RS2, Panasonic MonitorCast, etc)
o Required - all staff are background checked randomly twice per year
DCPS SECURITY
G-4
IT Requirements
o SEE OPR and IT Guidelines
Evacuation Maps
o Design teams shall provide base maps to DCPS Facilities and Emergency Planning & Guidance Unit to
assist in identifying primary and secondary routes. Once routes are determined, the design team shall
create maps for each room. Assistance and final review will be provided by the DCPS Emergency
Planning & Guidance Unit.
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
H. SITE AND PLANTING DESIGN
DCPS SITE AND PLANTING DESIGN
H-1
H: SITE AND PLANTING DESIGN
General Notes
• Ensure DCPS Security reviews doorphone fob plan as it relates to site programming. Consider
playgrounds, sports fields, gardens, staff parking, dumpster routes, morning student gathering,
aftercare, parent drop-offs.
• Line of sight must be maintained from building windows throughout the schoolyard. Avoid “blind spots”
behind vegetation and structures or around corners.
• Aim for full ADA accessibility throughout the site (more than the minimum requirements).
1. Site Access
1A. Fencing
• Solid steel picket fence shall be used for site perimeters
• Fencing should be installed for sports fields and sport courts (for safety) if not located on the
perimeter
• Height depends on zoning, programming, and security requirements
o Review extents, access, and heights with DCPS during design
• Consider tall nets atop fencing for sports fields
• Review fence extents and heights with school leadership
2. Site Elements
2A. Seating Areas
• Design team shall explore multiple seating options based on site configuration and grade
change
• Consider weather (shade v sun) and visibility (line of sight)
• Take advantage of retaining walls for seating opportunities
2B. Shade
• Shade is an important feature for schoolyards for students, caregivers, and classtime- avoid
fabric sails that need to be removed in winter
3. Landscape
3A. Create a defined edge between changes in ground condition (ie from planting bed to grass).
Flush concrete curb is preferred but metal edging is acceptable. Do not create a tripping hazard
with edging.
3B. Avoid oddly shaped, small, fenced, or isolated patches of lawn as it is difficult to mow such
spaces.
3C. Avoid lawn in areas that get concentrated volumes of foot traffic (such as between building
doors and the playground) as the grass will die and become muddy in rain.
3D. When choosing between lawn and artificial turf, consider the amount of use a field will receive
by the school and the neighborhood.
DCPS SITE AND PLANTING DESIGN
H-2
3E. Plantings
• When selecting plants, consider the right plant for the right space; consider shade, views,
adjacent walkways and windows, etc.
• Provide Native plants; adaptive species ok, if not invasive; low maintenance (doesn’t need
heavy pruning, fertilizing, or fussing).
• Include plants with a high biodiversity (attracts birds and other wildlife with food and
shelter).
• Consider edible permaculture where appropriate with garden programming, but ensure that
any fallen fruit will not fall on walkways or other adjacent hardscape
• Avoid plants with thorns (or rosebushes at all); nothing toxic (yews, etc)
• Avoid tall shrubs that present a hiding spot or otherwise compromise site security
• Maximize tree plantings; cluster different height trees (shade and understory) together in
beds rather than spacing them equidistant within lawns. (Tree trunks are prone to damage
from mowers and trimmers)
• Consider depth of mulch and replenishment mulch when designing finish grades. (Mulch
ends up washing over walkways and playgrounds when too much is mounded up over time)
• Plant in drifts (but not monocultures) to make it easy for volunteers/users to recognize what
belongs and what does not.
4. Installation and Turnover
4A. Specify plugs for perennials and decorative grasses, which allows for denser spacing at a lower
cost.
4B. Trees no larger than 2” diameter
4C. Remove tree stakes after one year; include in contract.
4D. Install weed fabric below mulch and/or bound mulch around newly planted specimens to
discourage weed growth during establishment (at least two years)
4E. Establishment watering must be included in the contract; at least through one growing season
4F. DO NOT create mulch volcanoes around tree trunks. Installed trees should sit at a finish grade
that matches its condition before planting. Mulch is intended to keep roots moist, not trunks.
Moisture trapped by mulch will damage a trunk and could lead to an unhealthy or dead tree.
4G. Prepare a binder for turnover to teachers and students (one physical plus digital copies) that
includes a site plan with simplified location key (planting bed 1, 2, etc), plant names (latin and
common), brief descriptions of each plant, general locations that tie to the key, photos of each
plant at mature size, closeup photos of key identifying features (redbuds retain seed pods
throughout winter, etc), and general maintenance required (cut perennials and grasses to the
ground in spring before new stems grow, etc).
DCPS SITE AND PLANTING DESIGN
H-3
4H. Consider including plant signage markers for identification
5. Playgrounds
General Notes
• Include a range of physical motions for student development; climbing, balancing, swinging, spinning,
sliding, running, etc.
• Include opportunities for imaginative and unstructured play.
• Ensure adequate equipment for the school population and programming. For example, one slide is not
sufficient to serve three classrooms of students at one time.
• Rigid freestanding shade structures are preferred (in addition to built-in shade on equipment) unless
adequate shade is thrown by the building or existing adjacent trees. A solar study will be used to
determine shade requirements for each project.
• Inclusive design is critical for all DCPS playgrounds. This includes ADA circulation to/around all features
and multi-user components that allow students to engage socially with differently-abled peers.
Socialization is the most critical feature of inclusive play. Also consider sensory needs and include quiet
passive areas on playgrounds.
5A. Design Process
• Part 1: Through a visioning exercise, the school community / SIT will receive opportunities to
weigh in on desired features, activities, and colors; and review concepts before an
equipment order is placed
o Student engagement is also encouraged to determined desired activities and
components
• Part 2: The landscape architect will work closely with a playground vendor (designated by
DCPS) to create a basis of design
o Vendors offer conceptual design services free of charge as part of their
business model; There is no guarantee that their design will be selected for
the project
o DCPS will review budget with design team and vendor prior to basis of
design created
• Part 3: The school community / SIT will review concepts from 2-3 vendors and provide
feedback on each of the designs
5B. Proposal Submission
• The basis of design will be used to collect bids from three equipment vendors-including the
vendor who created the basis of design
o Two Playgrounds: ECE Playground and Upper Level (5-12yr.old Playground)
• Proposal submissions must include a price for each of the following components or indicate
that a component is not part of their submission price
• Provide as separate line items the purchase, freight, and installation cost for the following:
o Play equipment; Shade structure(s) not integrated into play equipment; Site
furnishings to include benches, trash and recycling receptacles; Safety
surface; Drainage layers beneath safety surface, including stone and pipes;
DCPS SITE AND PLANTING DESIGN
H-4
Field
surface if part of the project; Drainage layers beneath field surface,
including stone and pipes
• Submissions must also include both playground plans (showing fall zones) and 3D renderings
(two version, color and B&W) of the proposed layout
o It is desired that the renderings include human shapes for scale as well
as a summary of the total number of students who can play on the
equipment at a time
5C. Playground Design/Features
• Avoid fine details, complicated patterns, or too many colors in safety surface as the surface
is unlikely to be patched to the same level of complexity or detail, if repatching/replacement
is needed.
• Avoid placing safety surface seams beneath areas of high wear, such as slide landings, below
swings, or around spinning equipment.
• For EPDM surfacing, use light colors to keep the surface cool. Do not include black in top
coat as a way to reduce costs.
• The playground must appeal to a 3 year old and a 12 year old. Scale the equipment
appropriately to account for all ages and levels of risk.
o Provie fence between ECE and 5-12 playground to help protect ECE
during aftercare or recess (although most ECE students want to play on
the 5-12 equipment)
▪ Swings are desired if space allows
o Consider multi-user swings like bowls to maximize the number of
children who can play on a swing at any one time
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
I. VISUAL AND PERFORMING ARTS
DCPS VISUAL AND PERFORMING ARTS
I-1
I: VISUAL AND PERFORMING ARTS
Refer to Educational Specifications for additional information.
1. Visual Arts
1A. Electrical Requirements
• Provide overhead drop-down power reels at all program levels (including Makerspace).
o Elementary Levels: Provide 4-6 power reels in all art spaces, including Makerspaces.
1B. Furniture
• Provide 9’x12’ rug (Elementary Level only)
• Tables should be easily movable
o Elementary School Program level: Provide adjustable tables
o Middle/High School Program levels: Adjustable height tables not required
• Provide adjustable height stools (no castors)
1C. Art Storage
• Provide counter area in Art Storage Room
2. Performing Arts - Music Room
2A. Electrical Requirements
• Provide adequate outlets for Keyboard program (around 25 keyboards per class) - Exact
confirmation to be determined with DCPS but consider mid-height outlets and low-
height outlets for keyboards
• No floor outlets
2B. Storage
• Wenger storage solution should be provided and approved by DCPS
• Wenger storage should be installed within Music Storage Rooms
o Individual locks are not required on Wenger storage when located within storage
rooms
• Music storage for sheet music/materials not required
2C. Furniture
• Provide 9’x12’ rug (Elementary Level only)
3. Performing Arts - Instrumental/Band Room
3A. Storage
• Provide Wenger casework with grille doors (lockable)
3B. Furniture
• No risers
DCPS VISUAL AND PERFORMING ARTS
I-2
4. Performing Arts- Auditorium
4A. Technology Requirements- Middle/High School Program Levels
• Provide mobile control rack with wireless capabilities
• Control rack should connect to Control Room back to the main stage area
4B. Stage
• Provide over-sized (either double door or overhead coiling door) doors for backstage
• Provide lower stage height at Elementary School Program Level (preferred height of 20"
or 24")
• Provide dance bars per DCPS specific direction
4C. Ticket Booth
• Ticket booth not required unless existing or specifically requested
5. Performing Arts- Dance Studio (Middle School / High School Program Level)
5A. Floor Structure Design
• Wooden sprung floor not required unless directed specifically by DCPS (Dance Studio
should be multi-functional and accommodate dance as well as other
PE/Athletic/Performing Arts functions)
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
J. TRAFFIC GARDENS
1
Section I: DCPS Appendix C
Traffic Garden One-Pager
DCPS Traffic Garden Background
Information
A traffic garden is a small-scale traffic-style
network installed outdoors for active learning
and imaginative play. This document informs the
considerations for installing a traffic garden on
elementary school sites. Background information
is provided in this section including:
• Principles behind traffic gardens
• Features and equipment to support
programs and activities
• Best practices for a range of considerations
• Roadway educational elements
General Principles for a Traffic Garden
Traffic Gardens are scaled-down streets
assembled into a continuous network following
real-world roadway configurations and traffic-
style signs and markings. Features and elements
are reduced-size versions of public street
infrastructure that is simplified and sized for
students ages 3-12. They should also be attractive
in their appearance. Color and other artistic
elements can create a mini-world for children.
Traffic gardens are composed of the following key
elements: streets, intersections, sidewalks, and
loose parts.
• Streets and Intersections are designated
through use of striped pavement
markings. Streets connect at various
intersection types: four-way or three-way
intersections or at roundabouts. There
should be a minimum of one intersection
each featuring STOP and YIELD details.
Other markings include crosswalks,
arrows, stop bars, and yield marks.
• Sidewalks: add complexity to user
interaction and can be designated
through striped pavement markings or
painted asphalt.
• Loose parts: refer to reduced-sized road
signs, which should be free-standing
and portable and are to be provided in
conjunction with the installation.
The following considerations should be made to
ensure a complete traffic garden design:
• Accommodation of Devices: Streets,
storage, and assembly areas should
accommodate use by students on foot
or on balance bikes, 16” and 24” two-
wheelers, and/or recumbent trikes.
Streets should be maneuverable for
several riders at a time on these devices
while also accommodating easy turns and
well-spaced intersections; there should
be no square corners or hairpin turns.
Design on streets and spacing should also
consider adult instructors and supervisors
within the traffic garden area.
• Accessibility: Barrier-free layout is
required for students with extra mobility
needs or those using other wheeled
devices (e.g., wheelchair, recumbent
trike).
• Storage: Storage is needed for protection,
security, and orderliness for portable
signs, balance bikes, and other ancillary
items.
Summary of Best Practices
Best practices and other practical considerations
that should be incorporated into traffic garden
design are listed below:
• Environmental: Consider impacts from
overhanging trees and areas prone to ice.
• Safety Buffering & Obstacle Avoidance:
Keep clear space or shy distance between
streets and fencing, walls, public street,
doorways, or structures (6’-9’ distance
if possible) and avoid areas with fixed
objects, corners, protrusions, steps,
and poles. Select a site away from
trash storage or roadway with truck
movements.
2
• Orientation: Integrate traffic gardens with
playground areas, running loops, and
assembly areas while optimizing travel
distances from gym, Pre-K classrooms,
and storage area. Coordinate approaches
to doorways, paths, gates, and storage.
• Comfort: Implement benches and shaded
areas for accompanying adults.
• Gathering: Add color or other identifiers
to surfaces to aid with directing students.
• Wayfinding & Information Support:
Include maps and street names as part of
additional surface features. Add lessons
or instructional cues as additional surface
features. Provide site name, maintenance
directions, and safety instructions.
• Surface: Install streets on hard surfaces.
High-quality asphalt surfaces are the
preferred option although poured in
place rubber surfaces can serve as an
alternative also.
Roadway Educational Elements
Key roadway elements that should be
incorporated into traffic gardens are listed below
and described in more detail in the following
section (Traffic Garden Guidance). These elements
all provide unique educational opportunities for
students.
• Stop Intersection: Intersection featuring
stop bars and STOP word (surface
marked) plus stop signs (portable) on all
approaches.
• Yield Intersection: Intersection featuring
yield markings and yield word (surface
marked) plus yield signs (portable) on all
approaches.
• Roundabout: Single travel lane around
circle, anti-clockwise direction.
Yield markings and yield word on all
approaches.
• Two-way streets: Lane striping and
directional arrows
• One-way streets: Lane striping and
directional arrows, one-way sign
(portable)
• Pedestrian Crossing: Pedestrian crossing
bars (marked at intersection or mid-
block)
• Other markings: Arrows, curb ramps,
medians, islands, bicycle lane symbols
DCPS Traffic Garden Guidance
This section covers recommendations for putting
together traffic gardens. The specific guidance is
calibrated to maintain both layout appearance
and ability of students to bike. Information is
organized into the following sections:
• Specific guidance for traffic garden
network components
• Surface considerations and
recommendations
• Traffic garden color guidelines for paint or
markings
Traffic Garden Network Components
Key elements of a traffic garden are described in
detail on the following pages . Table 1 identifies
primary dimensions for these elements. Some
values are adjustable upwards on a case-by-case
basis. For example, corner radii can be increased
proportionately for applications when streets are
scaled wider for older users. However, in most
cases it will not be possible to use lower values
than recommended due to the already reduced
sizing deployed.
3
Traffic Garden Elements Recommended Dimensions and Spacing
Streets Two-way street or multi-lane segment: 3’-4’ wide travel lanes
One-way street (single through lane): 4’ wide travel lane (minimum)
Intersection Spacing
Intersections with controls: at least 20’ apart
Intersections with no controls: 12’ apart minimum
Crosswalks Crosswalk bar width: 6” with 6” space between bars
Roundabouts
3’-5’ (typical) but can be increased to create a larger roundabout.
Roundabout travel lane width: 4’-5’ (as measured from outside
edge of central circle).
Sidewalks Sidewalk: 2’-3’ wide (typical)
Buffer between travel lane and sidewalk (if present): 2’ wide
Stop Markings ‘STOP’ letter height: 6”
‘STOP’ word width: 21”
Yield Markings
Triangle base: 4”-6”
Triangle height: 1.5 x base dimension
Triangle spacing: 3”-4” apart
‘YIELD’ word width: 24”
Loose Parts (Signs)
Sign head: 10”-12” wide
Sign post: 48” high
Portable base weight:15-25 pounds
Note: Edge of sign base should be positioned a minimum of 1’ clear
of street lane edge or beyond painted sidewalk
Buffer
All ridable and walkable elements should have a shoulder or buffer
of not less than 6’ but preferably up to 9’, between the riding space
and a vertical element such as a wall or fence.
Table 1 Traffic Garden Elements
Streets
Where there is only a single travel lane (such as
for a one-way street segment), the minimum
lane width is wider than where there are two or
more lanes (e.g., two-way street or multi-lane
configuration). Specific dimensions are listed in
Table 1 above.
Intersections
There are different ways to configure intersections
depending on the number of lanes on the
approach as well as what signs and markings
direct users (i.e., controlled) or when signs and
markings are absent (i.e., free-flowing). The
image and recommendations below describe
considerations in intersection design. In general,
the following types of intersections should be
included within a traffic garden network:
• Roundabout/yield controlled (min.1)
• T-intersection /stop/yield/free-flow (min. 1)
• 4-way/free flowing/no controls (no min.)
4
Intersections should have rounded corners
to assist turning movements and incorporate
standard pedestrian striping color conventions
(white painted bars against pavement, evenly
spaced across width of street). Unlike in
real-world intersections, many traffic garden
intersections can be designed to be free flowing
(i.e., with no stop or yield controls).
Crosswalks
Crosswalks can be located at intersections and/
or between intersections at mid-block crossing
locations. Painted crossings add interactions
between those walking and biking. Crosswalks
should have solid white surface ‘ladder’ markings
(i.e., painted bars) across the street width; they
should be aligned with sidewalks and curb ramps.
Painted islands and medians
Painted islands and medians can be incorporated
along traffic garden streets and at intersections.
Islands should be indicated with evenly spaced
hatched stripping lines, and yellow paint should
be used to denote areas separating travel
directions. Circles within roundabouts are a
special type of island that can be painted in a
solid color or decoratively. Sand or a similarly
textured product can be used on median surface
paint or markings to increase traction.
Roundabouts
Roundabouts allow riders to easily change
direction of travel. They can be configured for
approach streets. Each street should have only a
single travel lane entering the roundabout, travel
should be counterclockwise only, and directional
arrows should be included to identify the traffic
flow. Roundabout center circle dimensions can
be increased, but recommended widths are
identified in Table 1 above.
Sidewalks
Sidewalks can be added to traffic gardens to
provide further detail and complexity to streets.
The addition of this element can help teach street
crossing protocol to children and help encourage/
guide students not on bicycles to stay to the
side of the traffic gardens. Curb ramps can also
be represented at sidewalks’ interaction with
crosswalks. These curb ramps should be sized
to match or fit within the width of the sidewalks
and can be indicated through use of red or yellow
solid block of color (Figure 3). Dimensions for
sidewalks are listed in Table 1. There are several
options for representing sidewalks in traffic
gardens, listed below and illustrated in Figure 4.
Figure 1 Intersection
Figure 2 Roundabouts
5
Figure 3 Curb Ramps
Figure 4 Sidewalk Style Options
1. White/gray line parallel to street edge
2. White/gray line parallel to street edge
plus adjacent contrasting background
3. Solid gray as entire sidewalk width plus
adjacent contrasting background
4. Solid contrasting color as entire sidewalk
width
Stop Markings
At intersections, stop markings typically include a
Stop Bar and the word ‘STOP’. STOP word should
be centered within the travel lane and precede
the stop bar (as shown in Figure 5). For traffic
gardens, STOP markings should be used sparingly
to minimize stop/starts for riders. When used,
STOP markings should be used in coordination
with crosswalks on intersection approaches, and
traffic garden functionality can be enhanced
through use of portable small-scale stop signs.
Dimension recommendations for Stop Marking
are included in Table 1.
Yield Markings
Yield markings are used in coordination with
roundabouts and mid-block pedestrian crossings;
they are meant to indicate the point where
riders yield to those already riding. The markings
themselves consist of a row of solid-white
triangles on an approach lane (pointed end of
triangle is opposite the direction of travel) along
with white word ‘YIELD’ which should precede
the triangle yield markings and be centered
in the approach lane. Figure 6 illustrates the
appearance of Yield markings while Table 1 lists
recommended dimensions.
Figure 5 Stop Markings
6
Traffic Garden Signs
Traffic garden education and operations can
be improved using signs within the site. Signs
should be scaled-down versions of typical
MUTCD standard signs, with standard shape and
colors as defined in MUTCD. The following sign
types should be included in traffic gardens and
manufactured at a reduced scale (recommended
sizes noted in the Table 1 Traffic Garden Elements
above). Any additional traffic signs added should
also be scaled-down versions of MUTCD signs.
• Stop sign (R1-1) (1/approach lane at ’stop’
controlled intersection)
• Yield sign (R1-2) (1/approach lane at
roundabout)
• Pedestrian crossing sign (W11-2) (3 x 2 sign
sets, add as pairs)
• White/black regulatory – one way (R6-2),
speed limit (R2-1)
• Railroad crossing sign (R15-1) (optional)
• Roundabout sign (R6-5P) (1/per approach
at roundabout, optional)
Sign heads should be engineer-grade aluminum.
Signs should be firmly affixed to a post that
is contained in a portable base. The base is
weighted to ensure that the sign assembly stays
in place during use and wind conditions. Sign
assembly can feature a wheeled base to assist
with set-up. Otherwise, hand trucks are to be
supplied for moving assembled signs between
traffic garden positions and storage shed.
Note: Letters and numbers below sign are
MUTCD identifiers and are used for ordering
Traffic Garden Striping & Markings
Pavement markings should be highly visible
against the traffic garden surface. Traffic-grade
acrylic paint is recommended (Thermoplastic or
Street Bond are other suitable marking products),
while traffic paint formulations that enhance
nighttime reflectivity are not necessary.
For streets, yellow striping separates travel
directions while white striping separates travel
lanes. Silica sand or other textured products can
be used to add friction on markings’ surface and
prevent slipping. Table 2 outlines appearance and
recommendations for pavement striping within
traffic gardens.
Figure 6 Yield Markings
Figure 7 Traffic Garden Signs
7
Pavement Striping Details
Use traffic-grade acrylic paint products,
formulated for use on the selected surface:
• Centerlines: single or double yellow
lines (solid or dashed), 2” wide (3”
max.) – maintain consistent space
between double centerlines along
length of street
• Single dashed white 2” wide lines
between lanes
• Outside street edges: solid white lines,
2” wide
Other Pavement Markings
Typical arrows: straight ahead, roundabout, left-turn
• Locate centered within lanes
• Use white paint and scaled-down traffic stencils to apply painted arrows
• Size proportionately for lane width
Bike symbol:
• Locate centered within lanes
• Use white paint and scaled-down traffic stencils to apply symbol
• Size proportionately for lane width
Bike box:
• Designated on-street space at head of travel lane used at ‘stop’ controlled intersection only
• Use green paint and include on-street bike symbol (using scaled-down traffic stencil)
• Bike Box Width: should equal that of the approach lanes
• Bike Box Depth: 2-3’
Railroad crossing:
• Add painted railroad crossing at a mid-block
location
• Mark approach lanes in each direction with
large X and two R’s
• Rail track line: 4” width; Rail sleeper bars: 8”
width
• Sleeper bars: extend at least 4”-6” beyond
track on both sides
Other Imaginative Playspaces:
Additional spaces can be utilized to include other real-life and artistic painted elements like building
outlines or trees.
Table2 Traffic Garden Striping
8
Surface Considerations &
Recommendations
In general, a traffic garden should not have any
steep riding surface slopes, and traffic garden
streets should be free of dips. The paved surface
should allow proper drainage of stormwater
and should not have areas of pooling. Special
attention is needed at surface transitions where
adjacent materials may settle at differing rates
over time creating an irregular edge.
Asphalt
The most desirable base material for traffic
garden surfaces is asphalt, as it allows for
smooth and joint-free bicycle riding. Asphalt
most closely resembles the actual physical
surface of streets and trails. Asphalt, as a non-
specialty material, generally has a low overall
cost. Light-duty pavement will be sufficient for
a traffic garden site as long as it has limited
or infrequent vehicle use. The following
considerations should be made to determine
appropriate base course thickness:
Asphalt surface course layer
• (3” minimum thickness)
• Performance of this material assumes
good initial soil conditions and
compaction.
• Thicker asphalt layer needed if poor sub-
grade present
Aggregate base course layer
• (4”-6” thickness)
• Depth thickness assumes good sub-base
underneath and proper compaction.
• Thicker base course layer needed if poor
sub-grade present.
Poured-in-Place Rubber
Another surface that can be used for
traffic gardens is poured-in-place rubber.
This involves a two-layer rubber-urethane
playground surfacing system that is designed,
manufactured, and installed to meet certain
performance standards and criteria. This
material provides cushioning and shock
absorbance. However, this surface type has
higher overall costs (black mix being the least
expensive) and requires additional maintenance
throughout its estimated 10-year lifespan (which
is typically warranted until this time). Surfaces
need to be kept clear or debris to maintain
material integrity. Weather conditions during
installation is especially important to ensure the
product’s lifespan.
The top wear layer/surface binder consists
of granules mixed with a binder to create a
durable even seamless surface. Multiple types
of product materials are available in a wide
range of vibrant colors. The second layer of
the poured-in-place rubber surfacing is the
rubber attenuation layer. This layer is created
from uniform recycled material that is mixed
with binder that holds it in place. The rubber
attenuation layer requires proper compaction of
sub-base below. The base layer for this rubber
surfacing should be an asphalt, concrete or
compacted aggregate stone.
9
Paint Color Shade Usage
White Traffic White
Federal Standard 595
Color FS 17875
Use for: lane striping, between lanes going same direction,
roadway arrows, crosswalk markings, railroad markings,
STOP (word), YIELD (word), stop bar, yield markings.
Yellow Traffic Yellow
Federal Standard 595
Color FS 33538
Use for: center line, island, or median. May be used for curb
ramp color block marking.
Green Bike Lane Green
Pantone 349 c
Use for: bike box, grass buffer between street and sidewalk.
Can also be used in central area of roundabout.
Red Adobe Red or Bus
Lane Red
May be used for curb ramp color block marking.
Gray Mix black and white
to enhance contrast
Use for: sidewalk representation and to cover over existing
markings on asphalt
Blue Handicap Blue
Federal Standard 595
Color FS 15180
Use for: Handicap parking symbols, bodies of water and
streams.
Table 3 Color Guidelines
Traffic Garden Color Guidelines
Colors, their recommended shade, and usage are listed below in Table 3.
10
Available Site Layout Style + Elements
Limited space or no
asphalt
Focus on alternative ideas for adding biking practice and roadway safety elements.
Consider other open space options on school property.
Irregular or small
areas (less than 30’
width)
Focus on creating discrete learning spots:
• Add individual intersections with stop and yield details.
• Include skills-based lesson areas alongside streets.
• Expand into playground spaces to add streets or features.
• Deploy pathways and other student assembly areas.
Long narrow space
(less than 40’ wide
and significantly
longer in one
dimension)
Focus on lengthier street segments:
• Increase mid-block crossings at multiple points along street to add
interactions.
• Add roundabouts at ends to create continuous riding circuit.
• Create mid-way roundabouts (where there are only two approaches).
Circuit around turf
or playground area
(any size)
Focus on creating loop with additional interactions:
• Add intersections at locations where surface space widens.
• Add mid-block crossings to cross over to central area.
• Design for pedestrian cross traffic from turf or playground and provide
roadway yield or stop controls at multiple logical locations.
Medium square-
shaped or
rectangular area
(40’ - 80’ width in
either direction)
Focus on opportunity to create a denser set of streets and intersections:
• Test a range of layouts with a grid of streets.
• Add parallel streets and shorten street segments.
• Shift roundabouts to ends or corners of site to conserve space.
• Optimize overlap with playground areas, pathways, and running tracks.
Large open
square-shaped or
rectangular area
(over 80’ wide or
longer in either
direction)
Focus on opportunity to create a grid of streets and intersections as well as
extended road segments:
• Test many layout options for fit within site.
• Expand layouts by lengthening streets.
• On longer sides of the site, add parallel streets with cross connections.
• Group intersection types to create an instructional area.
• Centralize and increase diameter of roundabouts.
• Create longer practice ride routes/loops for more skilled students.
• Add creative features on longer street segments.
Table 4 Traffic Garden Layout Styles by Site Type
DCPS Traffic Garden Layouts
School outdoor areas range widely in their geometry and available open space. However, traffic garden
layouts are flexible, and it is possible to design them to conform to a wide range of spaces. This section
provides recommendations by site type to assist in coming up with a layout that makes the most of the
available space while still providing for the school program needs.
11
Second Grade Physical Education (PE)
Goals: Biking skills and roadway safety, instill joy of riding a bike
Activities: Community ride
Skills and road safety elements:
• Stop and yield intersections
• Pedestrian crossings
• Traffic signs and markings
• Group instructional areas
• Bike skills challenge areas
Recommended Devices/Equipment
• 16” two-wheel bikes
• 20” two-wheel bikes
• Recumbent trikes
• Staging area for session
• Storage for devices and loose parts
Pre-Kindergarten (PK) balance biking
Goals: Learn how to balance on bike, learn about roadway safety
Activities: PE and everyday outdoor play
Skills and road safety elements:
• Real street features
• Roundabouts, figures of eight and destinations
• Students independently retrieve and return
bike
Recommended Devices/Equipment
• Balance bikes
• Staging area for session
• Place to keep bikes orderly and accessible
• Easy access to equipment
Active outdoor physical area for students
Goals: PK - 5th grade imaginative play, outdoor learning
Activities: After-school programming
Additional play elements:
• Railroad crossings
• Parking spaces
• Community building outlines
• Maps and graphical features
• Sensory or STEM elements
Recommended Devices/Equipment
• 16” two-wheel bikes
• 20” two-wheel bikes
• Larger two-wheel bikes
• Balance bikes
• Recumbent trikes
• Scooters
DCPS Programs Using Traffic Gardens
Traffic Gardens should be incorporated on school grounds to support two distinct age groups and skill
levels while allowing space for active outdoor physical activity. These three program goals should be
considered when designing features within the traffic garden.
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
K. CUSTODIAL EQUIPMENT
DCPS SITE AND PLANTING DESIGN
H-1
H: SITE AND PLANTING DESIGN
General Notes
• Ensure DCPS Security reviews doorphone fob plan as it relates to site programming. Consider
playgrounds, sports fields, gardens, staff parking, dumpster routes, morning student gathering,
aftercare, parent drop-offs.
• Line of sight must be maintained from building windows throughout the schoolyard. Avoid “blind spots”
behind vegetation and structures or around corners.
• Aim for full ADA accessibility throughout the site (more than the minimum requirements).
1. Site Access
1A. Fencing
• Solid steel picket fence shall be used for site perimeters
• Fencing should be installed for sports fields and sport courts (for safety) if not located on the
perimeter
• Height depends on zoning, programming, and security requirements
o Review extents, access, and heights with DCPS during design
• Consider tall nets atop fencing for sports fields
• Review fence extents and heights with school leadership
2. Site Elements
2A. Seating Areas
• Design team shall explore multiple seating options based on site configuration and grade
change
• Consider weather (shade v sun) and visibility (line of sight)
• Take advantage of retaining walls for seating opportunities
2B. Shade
• Shade is an important feature for schoolyards for students, caregivers, and classtime- avoid
fabric sails that need to be removed in winter
3. Landscape
3A. Create a defined edge between changes in ground condition (ie from planting bed to grass).
Flush concrete curb is preferred but metal edging is acceptable. Do not create a tripping hazard
with edging.
3B. Avoid oddly shaped, small, fenced, or isolated patches of lawn as it is difficult to mow such
spaces.
3C. Avoid lawn in areas that get concentrated volumes of foot traffic (such as between building
doors and the playground) as the grass will die and become muddy in rain.
3D. When choosing between lawn and artificial turf, consider the amount of use a field will receive
by the school and the neighborhood.
DCPS SITE AND PLANTING DESIGN
H-2
3E. Plantings
• When selecting plants, consider the right plant for the right space; consider shade, views,
adjacent walkways and windows, etc.
• Provide Native plants; adaptive species ok, if not invasive; low maintenance (doesn’t need
heavy pruning, fertilizing, or fussing).
• Include plants with a high biodiversity (attracts birds and other wildlife with food and
shelter).
• Consider edible permaculture where appropriate with garden programming, but ensure that
any fallen fruit will not fall on walkways or other adjacent hardscape
• Avoid plants with thorns (or rosebushes at all); nothing toxic (yews, etc)
• Avoid tall shrubs that present a hiding spot or otherwise compromise site security
• Maximize tree plantings; cluster different height trees (shade and understory) together in
beds rather than spacing them equidistant within lawns. (Tree trunks are prone to damage
from mowers and trimmers)
• Consider depth of mulch and replenishment mulch when designing finish grades. (Mulch
ends up washing over walkways and playgrounds when too much is mounded up over time)
• Plant in drifts (but not monocultures) to make it easy for volunteers/users to recognize what
belongs and what does not.
4. Installation and Turnover
4A. Specify plugs for perennials and decorative grasses, which allows for denser spacing at a lower
cost.
4B. Trees no larger than 2” diameter
4C. Remove tree stakes after one year; include in contract.
4D. Install weed fabric below mulch and/or bound mulch around newly planted specimens to
discourage weed growth during establishment (at least two years)
4E. Establishment watering must be included in the contract; at least through one growing season
4F. DO NOT create mulch volcanoes around tree trunks. Installed trees should sit at a finish grade
that matches its condition before planting. Mulch is intended to keep roots moist, not trunks.
Moisture trapped by mulch will damage a trunk and could lead to an unhealthy or dead tree.
4G. Prepare a binder for turnover to teachers and students (one physical plus digital copies) that
includes a site plan with simplified location key (planting bed 1, 2, etc), plant names (latin and
common), brief descriptions of each plant, general locations that tie to the key, photos of each
plant at mature size, closeup photos of key identifying features (redbuds retain seed pods
throughout winter, etc), and general maintenance required (cut perennials and grasses to the
ground in spring before new stems grow, etc).
DCPS SITE AND PLANTING DESIGN
H-3
4H. Consider including plant signage markers for identification
5. Playgrounds
General Notes
• Include a range of physical motions for student development; climbing, balancing, swinging, spinning,
sliding, running, etc.
• Include opportunities for imaginative and unstructured play.
• Ensure adequate equipment for the school population and programming. For example, one slide is not
sufficient to serve three classrooms of students at one time.
• Rigid freestanding shade structures are preferred (in addition to built-in shade on equipment) unless
adequate shade is thrown by the building or existing adjacent trees. A solar study will be used to
determine shade requirements for each project.
• Inclusive design is critical for all DCPS playgrounds. This includes ADA circulation to/around all features
and multi-user components that allow students to engage socially with differently-abled peers.
Socialization is the most critical feature of inclusive play. Also consider sensory needs and include quiet
passive areas on playgrounds.
5A. Design Process
• Part 1: Through a visioning exercise, the school community / SIT will receive opportunities to
weigh in on desired features, activities, and colors; and review concepts before an
equipment order is placed
o Student engagement is also encouraged to determined desired activities and
components
• Part 2: The landscape architect will work closely with a playground vendor (designated by
DCPS) to create a basis of design
o Vendors offer conceptual design services free of charge as part of their
business model; There is no guarantee that their design will be selected for
the project
o DCPS will review budget with design team and vendor prior to basis of
design created
• Part 3: The school community / SIT will review concepts from 2-3 vendors and provide
feedback on each of the designs
5B. Proposal Submission
• The basis of design will be used to collect bids from three equipment vendors-including the
vendor who created the basis of design
o Two Playgrounds: ECE Playground and Upper Level (5-12yr.old Playground)
• Proposal submissions must include a price for each of the following components or indicate
that a component is not part of their submission price
• Provide as separate line items the purchase, freight, and installation cost for the following:
o Play equipment; Shade structure(s) not integrated into play equipment; Site
furnishings to include benches, trash and recycling receptacles; Safety
surface; Drainage layers beneath safety surface, including stone and pipes;
DCPS SITE AND PLANTING DESIGN
H-4
Field
surface if part of the project; Drainage layers beneath field surface,
including stone and pipes
• Submissions must also include both playground plans (showing fall zones) and 3D renderings
(two version, color and B&W) of the proposed layout
o It is desired that the renderings include human shapes for scale as well
as a summary of the total number of students who can play on the
equipment at a time
5C. Playground Design/Features
• Avoid fine details, complicated patterns, or too many colors in safety surface as the surface
is unlikely to be patched to the same level of complexity or detail, if repatching/replacement
is needed.
• Avoid placing safety surface seams beneath areas of high wear, such as slide landings, below
swings, or around spinning equipment.
• For EPDM surfacing, use light colors to keep the surface cool. Do not include black in top
coat as a way to reduce costs.
• The playground must appeal to a 3 year old and a 12 year old. Scale the equipment
appropriately to account for all ages and levels of risk.
o Provie fence between ECE and 5-12 playground to help protect ECE
during aftercare or recess (although most ECE students want to play on
the 5-12 equipment)
▪ Swings are desired if space allows
o Consider multi-user swings like bowls to maximize the number of
children who can play on a swing at any one time
DCPS DEPARTMENT ONE- PAGERS
APPENDIX C
L. TEACHING KITCHEN
DCPS HEALTH AND PHYSICAL EDUCATION
D-1
L: TEACHING KITCHEN
Refer to Educational Specifications for additional information
1. Requirements for Kitchen Area
• Standard combination refrigerator and freezer
• Low, shallow sinks near the entryway to the room for handwashing
• Two (2) kitchen sinks for dishwashing
• Disposal
• Standard dishwasher
• Standard oven – wall installation
• Standard glass top home range/oven
• Teaching mirror installed directly over the stove
• Stove installed with island with at least 3 feet of counter space to the left and right of the stove
and surrounded on the back of the island with a lower counter surface for students to work at.
• Cabinets installed on all sides of the island
• Electrical outlets above the countertop on the island. Ideally, these are installed in the vertical
rise between the lower countertop for students to work at and the higher countertop for adults
and the range.
• As many cabinets for storage as possible, including a broom/mop closet and pantry-type cabinet
to store school supplies.
2. Requirements for Work Area
• Tables and sturdy stools for students that are light enough to easily moved into different
formations.
• Plenty of space for students to be moving around between tables.
• Plenty of closed storage along the walls.
3. Requirements for Meeting Area
• Built in bookshelves line the walls that display books in a way that shows their front rather than
their spines
• Plenty of room for an entire class to site on a carpet or pull up chairs around it. Room also for easel
and chair for teacher.
4. Requirements for Indoor Garden Area
• Room for a rolling grow lab or space to install shelves with grow lights.
• Closed storage for garden supplies
C
C
PSD
ELEMENTARY SCHOOL
PROTOTYPE PROGRAM
EDUCATIONAL SPECIFICATIONS
ICCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCATTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTTIIIIIIIIIIIIIIIIIIIIIIIIIIIOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOON
September 2021
2
TABLE OF CONTENTS
3
ACADEMIC CORE AREA
E-ACA Space Program 8
E-ACA Adjacency Diagram 11
E-ACA-1A PK-3 / PK-4 / Kindergarten /
1st Grade Classroom
12
E-ACA-1B PK-3 / PK-4 /Kindergarten /
1st Grade Classroom Storage
16
E-ACA-3 PK-3 / PK-4 / Kindergarten /
1st Grade Restroom
18
E-ACA-5 Outdoor Storage - Early
Childhood
20
E-ACA-6 Grades 2-5 Classroom 22
E-ACA-7 Specials Lab 26
E-ACA-8 Discovery Commons Activity
Area
28
E-ACA-9 Resource / Small Group
Room
30
E-ACA-10 Self-Contained Classroom
Grades 3-5
32
E-ACA-10A Self-Contained Classroom
PK-3 / PK-4 / Kindergarten /
1st / 2nd Grade
36
E-ACA-10B Self-Contained Classroom
PK-3 / PK-4 / Kindergarten /
1st / 2nd Grade Restroom
40
E-ACA-10C Self-Contained Classroom
PK-3 / PK-4 / Kindergarten /
1st / 2nd Grade Storage
42
E-ACA-10D Self-Contained Classroom
Grade 3-5 Storage
44
E-ACA-11 OT / PT Room 46
E-ACA-12 Speech / OT / PT Storage 48
E-ACA-13 Independent Area 50
E-ACA-14 Special Education
Coordinator Office
52
E-ACA-15 Teacher Collaboration Room 54
E-ACA-16A Leveled Reading Storage
Room
56
E-ACA-16B Technology Storage 58
E-ACA-17 Outdoor Classroom 60
E-ACA-18 Garden 62
E-ACA-19 Speech Room 64
E-ACA-20 Specials Office / Storage 66
E-ACA-21 Sensory Room 68
LIBRARY
E-LIB Space Program 72
E-LIB Adjacency Diagram 73
E-LIB-1 Reading / Learning /
Circulation Room
74
E-LIB-2 Makerspace 78
E-LIB-3 Small Group Room 80
E-LIB-4 Combined Office / Workroom 82
E-LIB-6 Conference Room 84
VISUAL ARTS
E-VA Space Program 88
E-VA Adjacency Diagram 89
E-VA-1 Art Lab 90
E-VA-2 Kiln Room 92
E-VA-3 Art Storage 94
PERFORMING ARTS
E-PA Space Program 98
E-PA Adjacency Diagram 99
E-PA-1 General Music Room 100
E-PA-2 General Music Storage 104
E-PA-3 Stage 106
PHYSICAL EDUCATION
E-PE Space Program 110
E-PE Adjacency Diagram 111
TABLE OF CONTENTS
4
TABLE OF CONTENTS (continued)
E-SD-8 Freezer / Cooler 194
E-SD-9 Ware Washing 196
E-SD-10 Cleaning Storage 198
E-SD-11 Food Service Office 200
E-SD-12 Toilet / Lockers 202
BUILDING SERVICES
E-BS Space Program 206
E-BS Adjacency Diagram 207
E-BS-1 Supply Storage 208
E-BS-2 Toilet / Shower / Locker
Room
210
E-BS-3 Custodial Office 212
E-BS-4 Multi-User Restroom 214
E-BS-5 Custodial Closet 216
E-BS-6 Electrical Closet 218
E-BS-7 MDF Room 220
E-BS-7A IDF Room 222
E-BS-8 Corridors 224
E-BS-9 Mechanical / Electrical
Space / Decks
226
E-BS-10 Custodial Equipment Storage 228
E-BS-11 Central Storage Area 230
E-PE-1 Gymnasium 112
E-PE-3 Office 114
E-PE-4 Storage 116
E-PE-5 Chair Storage 118
E-PE-6 Bicycle Storage 120
E-PE-7 Outdoor P .E. Storage 122
E-PE-8 Playgrounds 124
ADMINISTRATIVE SPACES
E-AD Space Program 128
E-AD Adjacency Diagram 129
E-AD-1 Entrance Lobby 130
E-AD-2 Welcome Center 132
E-AD-3 Security Office 134
E-AD-4 Conference Room 136
E-AD-5 Principal's Office 138
E-AD-6 Administrative Office 140
E-AD-7 Administrative Workroom 142
E-AD-8 Records Room 144
E-AD-9 Parent Resource Center 146
E-AD-10 Counselor’s Office 148
E-AD-11 Student Services 150
E-AD-12 Student Services Conference 152
E-AD-13 After School Program Office 154
E-AD-14 Staff Lounge 156
E-AD-15 Wellness / Lactation Room 158
E-AD-16 Restoration Room 160
HEALTH SERVICES
E-HS Space Program 164
E-HS Adjacency Diagram 165
E-HS-1 Waiting Area 166
E-HS-2 Treatment Area 168
E-HS-3 Cots 170
E-HS-4 Office 172
E-HS-5 Storage 174
E-HS-6 Toilet With Shower 176
STUDENT DINING
E-SD Space Program 180
E-SD Adjacency Diagram 181
E-SD-1 Student Dining Area 182
E-SD-4 Chair / Table Storage 186
E-SD-5 Kitchen / Food Preparation 188
E-SD-6 Serving Area 190
E-SD-7 Dry Food Storage 192
5
E-BS-12 Receiving Area 232
E-BS-13 Single-User Restroom 234
E-BS-14 Family Restroom 236
E-BS-15 Laundry Room 238
E-BS-16 Staff Locker / Restroom
Suite
240
E-BS-17 Attic Stock Storage Room 242
E-BS-18 Building Manager Office 244
TABLE OF CONTENTS (continued)
EDUCATIONAL SPECIFICATIONS
ELEMENTARY SCHOOL
PROTOTYPE PROGRAM
CD PS
This Page Intentionally Left Blank
6
PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE CLASSROOM
PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE CLASSROOM STORAGE
PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE RESTROOM
OUTDOOR STORAGE - EARLY CHILDHOOD
GRADES 2-5 CLASSROOM
GENERAL GRADES 2-5 CLASSROOM STORAGE
SPECIALS LAB
DISCOVERY COMMONS ACTIVITY AREA
RESOURCE / SMALL GROUP ROOM
SELF-CONTAINED CLASSROOM PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE
SELF-CONTAINED CLASSROOM PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE RESTROOM
SELF-CONTAINED CLASSROOM PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE STORAGE
SELF-CONTAINED CLASSROOM GRADES 3-5
SELF-CONTAINED CLASSROOM GRADES 3-5 STORAGE
OT / PT ROOM
SPEECH / OT / PT STORAGE
INDEPENDENT AREA
SPECIAL EDUCATION COORDINATOR OFFICE
TEACHER COLLABORATION ROOM
LEVELED READING STORAGE ROOM
TECHNOLOGY STORAGE
OUTDOOR CLASSROOM
SPEECH ROOM
SPECIALS OFFICE / STORAGE
SENSORY ROOM
GARDEN
E-ACA /// ACADEMIC CORE AREA
7
PK-3 / PK-4 / Kindergarten
/ 1st Grade Classroom
PK-3 / PK-4 / Kindergarten
/ 1st Grade Classroom Storage
PK-3 / PK-4 / Kindergarten
/ 1st Grade Restroom
Outdoor Storage-Early Childhood
Grades 2-5 Classroom
Specials Lab
Discovery Commons Activity Area
Resource / Small Group Room
Self-Contained Classroom PK-3 /
PK-4 / Kindergarten / 1st / 2nd
Grade
Self-Contained PK-3 / PK-4 /
Kindergarten / 1st / 2nd Grade
Restroom
Self-Contained PK-3 / PK-4 /
Kindergarten / 1st / 2nd Grade
Storage
Self-Contained Classroom
Grades 3-5
Self-Contained Classroom
Grades 3-5 Storage
OT / PT Room
Speech / OT / PT Storage
Independent Area*
Special Education Coordinator Office
Teacher Collaboration Room
Leveled Reading Storage Room
SPACE QTY QTY QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
ACADEMIC CORE AREA
7
7
7
1
8
1
1
3
1
1
1
1
1
2
2
1
3
3
1
9
9
9
1
8
1
1
4
1
1
1
1
1
2
2
1
3
4
1
10
10
10
1
12
1
1
4
1
1
1
1
1
2
2
1
3
4
1
13
13
13
1
16
1
1
7
2
2
2
1
1
2
3
1
3
5
1
1,025
100
120
200
900
1,000
1,625
360
1,025
120
100
900
100
450
150
75
150
300
300
1,025
100
120
200
900
1,000
2,000
360
1,025
120
100
900
100
450
150
75
150
300
300
1,025
100
150
200
900
1,000
2,500
360
1,025
120
100
900
100
450
150
75
150
300
300
1,025
100
120
200
900
1,000
3,500
360
1,025
120
100
900
100
450
150
75
150
300
300
7,175
700
840
200
7,200
1,000
1,625
1,080
1,025
120
100
900
100
900
300
75
450
900
300
9,225
900
1,080
200
7,200
1,000
2,000
1,440
1,025
120
100
900
100
900
300
75
450
1,200
300
10,250
1000
1,200
200
10,800
1,000
2,500
1,440
1,025
120
100
900
100
900
300
75
450
1,200
300
13,325
1,300
1,560
200
14,400
1,000
3,500
2,520
2,050
240
200
900
100
900
450
75
450
1,500
300
8
Comments //
*Independent Areas must be provided for certain Special Education programs. If these Special Education programs are not offered at a particular school, these
areas are not required. The determination to include or exclude these programs will be made during the site-specific Ed Spec process.
**This space is optional. The inclusion of this space will be determined during the site-specific Ed Spec process and approved by DCPS.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific square footage
requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity model are:
325 students : 51 staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
SPACE QTY QTY QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
ACADEMIC CORE AREA
Technology Storage
Outdoor Classroom
Speech Room
Specials Office/Storage
Sensory Room
Garden**
TOTAL
--
1
1
1
1
--
--
900
150
250
450
--
--
900
150
250
450
--
26,740
--
1
1
1
1
--
--
900
150
250
450
--
--
900
150
250
450
--
30,265
--
1
2
1
1
--
--
900
150
250
450
--
--
900
300
250
450
--
35,760
--
1
2
3
1
--
--
900
150
250
450
--
---
900
300
250
450
--
46,870
9
This Page Intentionally Left Blank
10
SELF-CONTAINED
CLASSROOM
PK-3/PK-4/
KINDERGARTEN/
1ST GRADE/2ND GRADE
CLASSROOM
SPECIALS LAB
SELF-CONTAINED
CLASSROOM
GRADES 3-5
RESTROOM
RESTROOM RESTROOM
GRADES 2-5
CLASSROOM
PK-3/PK-4/
KINDERGARTEN/
1ST GRADE
CLASSROOM
PK-3/PK-4/
KINDERGARTEN/
1ST GRADE
CLASSROOM
PRE-S/PRE-K/
KINDERGARTEN/
1ST GRADE
CLASSROOM
PRE-S/PRE-K/
KINDERGARTEN/
1ST GRADE
CLASSROOM
DISCOVERY
COMMONS
ACTIVITY AREA
RESOURCE/
SMALL GROUP
GARDEN
ACCESSIBLE TO
COMMUNITY
ADMIN/TEACHER
PROGRAM
MAIN CIRCULATION
MAIN CIRCULATION
KEY ///
direct access
linked space
enclosed space
open space
INDEP .
AREA
OUTDOOR
CLASSROOM
TEACHER COLLAB
ROOM
SPECIAL
EDUCATION COORD
SPECIAL OFFICES
STORAGE
LAPTOP CART
STORAGE
SPEECH
OT/PT
SENSORY
ACADEMIC CORE AREA ADJACENCY DIAGRAM
This layout suggests programmatic adjacencies. Final
locations to be determined.
11
F103F91
F2
F2
F3
F3
L7
F9
F91
L3
L94
F7
F6
L1 L2
L97 L63 F4F8 F5
L5
L4
L96L75
STORAGE TOILET
L223
L6
F1F3
EXTERIOR
CORRIDOR
F89
F120
L4 L220
12
E-ACA-1A /// PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE CLASSROOM
size
1,025 SF
capacity/users
16-20 PK-3/PK-4 students
22-26 Kindergarten/Grade 1 students
2 teachers
parents/aides/staff members
ancillary spaces
pk-3 / pk-4 / kindergarten / 1st grade
restroom
pk-3 / pk-4 / kindergarten / 1st grade
classroom storage
spatial relationships
access to outside if possible
group classrooms for potential teaming
designate area for cot storage (stacked)
locate coat cubbies near door
locate at first floor for emergency
evacuations if possible
centers in the classroom may include:
housekeeping
blocks
library / books
writing table
art
sand and water tables
goals
to support pro-social interaction and build
community
- toys & games
- music & movement
- art
- technology
calming corner: self regulatory
e.g. meditation, mindful breathing,
art, journaling, kinesthetics, sound
therapy
environmental considerations
windows to provide natural light
adequate ventilation
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
proportion classroom for effective
viewing and listening from all areas of
the classroom
window treatment: sunscreen shade cloth
full lite and sidelights in door for visual
access and security purposes
to foster self-regulation, independence,
and responsibility
to help children develop positive concepts
about themselves and their capabilities
to encourage and develop independent
thinking, creativity, critical thinking and
problem solving
to develop language as a tool of learning
and as a means of communication
to provide and develop fundamental
academic, social, emotional, physical,
and thinking skills through active
engagement with the environment
calming corner: to help a student de-
escalate when beginning to emotionally
escalate in a designated space while
being supervised
activities
whole group activities
small group activities
one-on-one instruction
meals
cooperative learning / play (centers)
centers:
- blocks
- literacy/library
- dramatic play
- science/discovery
- sand & water (sensory)
E-ACA-1A /// PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE CLASSROOM
LIGHT-FILLED, WELCOMING, WHIMSICAL, IMAGINATIVE, INQUISITIVE
13
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (12-24
LF above and below sinks, lockable)
F2 student cubbies (12”W x 13”D
x 26”H plus 7”H upper cubby, 20
for PK-3/PK-4, 28-30 for
Kindergarten/Grade 1)
F3 wall shelving (30”-36” height, lockable)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F6 soap dispenser
F7 towel dispenser
F8 wall-mounted interactive electronic
presentation device
F9 classroom sink with bubbler, (2) sinks at
different heights (24” at PK-3/PK-4, 34”
countertop)
F89 data drop*
F103 floor drain
F120 floating shelves
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings (PK-3/PK-4/
Kindergarten/Grade 1):
considerations: writable surfaces, flexibility
in seating (3 different types) to encourage
student choice
L1 stackable/nesting chairs (20 for PK-3/PK-4,
26 for Kindergarten/Grade 1)
L2 stackable/nesting tables (4-5)
L3 teacher work surface with mobile
storage and two chairs (1 task chair, 1
armless task chair)
L4 soft seating (5)
L5 four drawer lateral file cabinet with lateral
dividers
L6 mobile shelving (various)
L7 teacher’s lockable wardrobe (18”x18”)
L16 bound group rug
L63 resource media cart
L75 kidney table
L94 flat storage
L96 kidney table stool (5)
L97 bookcase (25 LF)
L220 small rug (4’x4’)
see DGS Waste Guidelines for waste bin
sizing and quantities
loose furnishings (PK-3/PK-4/
Kindergarten):
L212 storage unit (5)
L213 listening center
L214 easel (2)
L215 book organizer
L216 kitchen set
L217 table and chair set
L218 manipulative storage boxes (2)
L219 chair cubes (1 set of 4)
L221 resting mats/cots (25, NIC)
L222 small storage box (1 set of 20)
L223 sensory table
L224 dramatic play center
loose furnishings (Grade 1)
L214 easel
L215 book organizer
14
E-ACA-1A /// PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE CLASSROOM
This Page Intentionally Left Blank
15
F91
L94
16
E-ACA-1B /// PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE CLASSROOM STORAGE
E-ACA-1B /// PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE CLASSROOM STORAGE
size
100 SF
capacity/users
1-2 staff members
ancillary spaces
pk-3 / pk-4 / kindergarten / 1st grade
classroom
spatial relationships
n/a
goals
to provide storage space for early learning
classroom supplies
activities
storage of materials and supplies
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
LEGEND ///
fixed furnishings
F91 storage shelving (24” deep)
loose furnishings
L94 flat storage
L221 resting mats/cots (25, NIC)
17
F51
F14
F19
F102
F7
F6
F30
F103 F120
F18
F74
18
E-ACA-3 /// PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE RESTROOM
E-ACA-3 /// PK-3 / PK-4 / KINDERGARTEN / 1ST GRADE RESTROOM
size
120 SF
capacity/users
2 students
ancillary spaces
pK-3 / pK-4 / kindergarten / 1st grade
classroom
spatial relationships
n/a
goals
to provide age appropriate space for personal
and health needs
activities
private health needs
environmental considerations
opportunities for learning (sensory play,
water, etc.)
environmental sound control
uniform and controllable lighting
natural daylight
natural finishes
dutch doors at entry to enable supervision
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F14 grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F51 toilet partitions
F74 coat hook - bathroom accessory
F102 toilet
F103 floor drain
F120 floating shelves
provide age appropriate sizing
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
WELCOMING, COMFORTABLE, FUN
19
E-ACA-5 /// OUTDOOR STORAGE - EARLY CHILDHOOD
F3
EXTERIOR
INTERIOR
20
size
200 SF
capacity/users
2 staff members
ancillary spaces
n/a
spatial relationships
direct access to outdoors
near early childhood classrooms
direct access to interior corridor
goal
to provide storage for outdoor play equipment
and supplies
activities
storage of portable outdoor play equipment
environmental considerations
uniform and controllable lighting
proper ventilation as necessary
LEGEND ///
fixed furnishings
F3 wall shelving (10’-16’ total - 84” high, 12”,
24”, or 30” deep)
loose furnishings
n/a
E-ACA-5 /// OUTDOOR STORAGE - EARLY CHILDHOOD
21
E-ACA-6 /// GRADES 2 - 5 CLASSROOM
L7L94L11
L1 L10
F7
F1
F4
F8
F3F2
CORRIDOR
L6
F5
F4L3L5
F6
L16
L75L96
F9
F89 L63
L101
L21
L220
L4
L4
22
size
900 SF
capacity/users
26 students
2 teachers/staff members
guest speakers/volunteers
ancillary spaces
n/a
spatial relationships
group classrooms to encourage collaboration
this space addresses individual student
needs, interests, and learning styles
cubbies near door located near bathrooms
two teaching/learning walls with student
height marker boards and technology
infrastructure
goal
a flexible and adaptable space designed
as a learning centered environment
that accommodates any of the core
academic disciplines and supports
frequent reconfiguration.
calming corner: to help a student de-escalate
when beginning to emotionally escalate in
a designated space while being supervised
activities
large group instruction
small group instruction and group work
one-on-one instruction
calming corner: self regulatory e.g.
meditation, mindful breathing, art,
journaling, kinesthetics, sound
therapy
individualized and differentiated work
computer instruction
team teaching
oral presentations
testing
environmental considerations
windows to provide natural light
adequate ventilation
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
proportion classroom for effective viewing and
listening from all areas of the classroom
window treatment: sunscreen shade cloth
lite in door for visual access and security
purposes
docking location and electrical outlets for
laptop charging cart
E-ACA-6 /// GRADES 2 - 5 CLASSROOM
LIGHT-FILLED, WELCOMING, CALMING, VIBRANT, INQUISITIVE
23
loose furnishings
L1 stackable/nesting chairs (26)
L3 teacher work surface with mobile storage
and two chairs (1 task chair, 1 armless
task chair)
L4 soft seating (5)
L5 four drawer lateral file cabinet with
lateral dividers
L6 mobile shelving (various)
L7 teachers lockable wardrobe (18”x18”)
L10 student desks (26)
L11 adjustable height bookshelves
L16 bound group rug (1)
L21 student worktable (2)
L63 resource media cart
L75 kidney table
L94 flat storage
L96 kidney table stool (5)
L101 laptop charging cart (NIC)
L220 small rug (4’x4’)
see DGS Waste Guidelines for waste bin
sizing and quantities
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (12-24
LF, above and below sinks, lockable)
F2 student cubbies (28-30, 12”W x 13”D
x 26”H plus 7” upper cubby, can double
stack as long as they
remain at student height)
F3 wall shelving (30”-36” height, lockable)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F6 soap dispenser
F7 towel dispenser
F8 wall-mounted interactive electronic
presentation device
F9 classroom sink with bubbler
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
E-ACA-6 /// GRADES 2 - 5 CLASSROOM
24
This Page Intentionally Left Blank
25
E-ACA-7 /// SPECIALS LAB
CORRIDOR
ABOVE
F8
F62
F4 F5
L1
L11
L3
L5
L63
L62
F1
F1
F3
F3
F9
F5
F89
26
size
1,000 SF
capacity/users
30 students
2 teachers/staff members
guest speakers/volunteers
ancillary spaces
n/a
spatial relationships
near academic core classrooms
near main corridor
near media center
near workroom/teacher office
adjacent to centralized storage
goals
to provide an instructional space located in
an academic area
activities
direct instruction
research
student and class projects
student display
teleconferencing
dry science
use of home chemicals
discovery
inquiry
project based learning
environmental considerations
windows to provide natural light
adequate ventilation
environmental sound control
uniform and controllable lighting
proportion classroom for effective viewing and
listening from all areas of the classroom
window treatment: sunscreen shade cloth
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (20-32 LF
of base cabinets, 30” wall cabinets above
all base cabinets, lockable)
F3 wall shelving (lockable)
F4 magnetic marker board (on 2 walls, 6 LF
minimum each)
F5 tackable wall surface (6 LF minimum)
F8 wall mounted interactive electronic
presentation device
F9 classroom sink with bubbler (4)
F62 sound enhancement system
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data
drops, phones, desktop computers, and
fax
loose furnishings
L1 stackable/nesting chairs (height
adjustable)
L3 teacher work surface with mobile
storage and two chairs (1 task chair, 1
stackable)
L5 four drawer lateral file cabinet with
lateral dividers
L11 adjustable height bookshelves
L62 two person height adjustable tables
(2-4)
L63 resource media cart
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-7 /// SPECIALS LAB
INSPIRING, FLEXIBLE, FRESH, INQUISITIVE, DYNAMIC
27
E-ACA-8 /// DISCOVERY COMMONS ACTIVITY AREA
CORRIDOR
CLASSROOM CLASSROOM
CLASSROOM CLASSROOM
F5 F8F1.1
F4
L13
L1
L18L49
F3
F89
L4
28
size
1,625 SF
capacity/users
varies
ancillary spaces
n/a
spatial relationships
integrated into circulation
distributed throughout building
goal
to provide flexible, shared learning
support space for various group sizes,
activities, and breakout space
activities
collaborative learning centers
story telling
team activities
individual activities
small presentation/performance space
environmental considerations
uniform and controllable lighting
environmental sound control
coordinate commons finishes and loose
furnishings with corridors
coordinate plumbing/HVAC/electrical/
technology needs with building’s overall
technology plan
ensure visual sight lines are maintained from
adjacent areas
LEGEND ///
fixed furnishings
TBD - based on age and school preference,
may include:
F1.1 casework (countertops)
F3 wall shelving (lockable)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F8 wall mounted interactive electronic
presentation device (optional)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
mixture of the following to support multiple
learning activities in multiple learning
configurations:
L1 stackable/nesting chairs
L4 soft seating
L13 small tables
L18 lounge chairs
L49 mobile marker board
consider furnishings to support variety of
learning modalities (tiered seating, etc.)
provide various seating and table height
options to encourage student choice
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-8 /// DISCOVERY COMMONS ACTIVITY AREA
INSPIRING, COMMUNITY-BUILDING, UNIQUE, DYNAMIC, INNOVATIVE
29
E-ACA-9 /// RESOURCE / SMALL GROUP ROOM
F8
F5
L3
L5
L7 L8 L11
L1 L10
L63
F4
F1
F89
30
size
360 SF
capacity/users
8-10 students
2 staff members
ancillary spaces
n/a
spatial relationships
located within academic core areas
goal
provide a flexible space to accommodate
a variety of individualized and
specialized instruction for a variety of
academic disciplines
activities
small group work
independent instruction and work
reading, math, speech, etc.
one-on-one instruction
environmental considerations
windows to provide natural light
adequate ventilation
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
proportion classroom for effective viewing
and listening from all areas of the
classroom
window treatment: sunscreen shade cloth
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
(lockable) 8 LF minimum
F4 magnetic marker board (on 2 walls, 6 LF
minimum each)
F5 tackable wall surface (6 LF minimum)
F8 wall-mounted interactive electronic
presentation device
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data
drops, phones, desktop computers, and
fax
loose furnishings
L1 stackable/nesting chairs (8-10)
L3 teacher work surface with mobile
storage and two chairs (1 stackable chair,
1 task chair)
L5 four drawer lateral file cabinet with
lateral dividers
L7 teacher’s lockable wardrobe (18”X18”)
L8 tall cabinet with shelves
L10 student desks (8-10)
L11 adjustable height bookshelves
L63 resource media cart
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-9 /// RESOURCE / SMALL GROUP ROOM
TRANSPARENT, COLLABORATIVE, HUDDLE
31
E-ACA-10 /// SELF-CONTAINED CLASSROOM GRADES 3-5
F2 F3
F9
F7
F4F5 F8
F1
F6
CORRIDOR
ABOVE
L63
F89
L220
L1 L10
L16
L21
L4
L75L96
L3 L5
L7
L11
STORAGE
L94 L101
F91
32
size
900 SF
capacity/users
2 staff members
12 students
ancillary spaces
self-contained classroom grades 3-5 storage
spatial relationships
near bus drop-off
elevator access
locate at first floor for emergency access
located and integrated within the academic
core area
goal
provide an appropriate learning environment
for students who have physical, emotional,
or educational needs requiring a self-
contained space for part or all of the day
calming corner: to help a student de-
escalate when beginning to emotionally
escalate in a designated space while
being supervised
activities
small group instruction and group work
independent work
individual instruction
environmental considerations
environmental sound control
uniform and controllable lighting
electrical outlets for equipment
adequate ventilation
proportion classroom for effective viewing
and listening from all areas of the classroom
windows to provide natural light
window treatment: sunscreen shade cloth
lite in door for visual access and security
purposes
for MES classrooms, review
programmatic requirements with
DCPS
E-ACA-10 /// SELF-CONTAINED CLASSROOM GRADES 3-5
LIGHT-FILLED, WELCOMING, CALMING, VIBRANT, INQUISITIVE
33
LEGEND ///
fixed furnishings
F1 base/wall caibinets and shelving (12-24
LF, above and below sinks, lockable)
F2 student cubbies (28-30, 12”W x 13”D
x 26”H)
F3 wall shelving (30”-36” height, lockable)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF
minimum)
F6 soap dispenser
F7 towel dispenser
F8 wall-mounted interactive electronic
presentation device
F9 classroom sink with bubbler
F89 data drop
F91 storage shelving (24” deep)
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable/nesting chairs (14)
L3 teacher work surface with mobile storage
and two chairs (1 stackable chair, 1 task
chair)
L4 soft seating
L5 four drawer lateral file cabinet with lateral
dividers
L6 mobile shelving (various)
L7 teachers lockable wardrobe (18”x18”)
L10 student desks (14)
L11 adjustable height bookshelves
L16 bound group rug
L63 resource media cart
L75 kidney table
L76 filing cabinet with lateral file dividers
L94 flat storage
L96 kidney table stools (5)
L101 laptop charging cart (NIC)
L220 small rug (4’x4’)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-10 /// SELF-CONTAINED CLASSROOM GRADES 3-5
34
This Page Intentionally Left Blank
35
E-ACA-10A /// SELF-CONTAINED PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE
F103F91
F2
F2
F3
F3
L7
F9
F91
L3
L94
F7
F6
L1 L2
L97 L63 F4F8 F5
L5
L4
L96L75
STORAGE TOILET
L223
L6
F1F3
EXTERIOR
CORRIDOR
F89
F120
L220L4
36
size
1,025 SF
capacity/users
12 students
2 staff members
ancillary spaces
self-contained pk-3 / pk-4 / kindergarten /
1st / 2nd grade restroom
self-contained pk-3 / pk-4 / kindergarten /
1st / 2nd grade storage
spatial relationships
near bus drop off
elevator access
toilet access (CIC-clean intermittent
catheterization, with shower)
locate at first floor for emergency access
located and integrated within the academic
core area
goals
to support pro-social interaction and build
community
to foster self-regulation, independence,
and responsibility
to help children develop positive concepts
about themselves and their capabilities
to encourage and develop independent
thinking, creativity, critical thinking and
problem solving
to develop language as a tool of learning
environmental considerations
environmental sound control
uniform and controllable lighting
electrical outlets for equipment
general room exhaust (rest room only)
adequate ventilation
proportion classroom for effective viewing and
listening from all areas of the classroom
windows to provide natural light
window treatment: sunscreen shade cloth
full lite and sidelights in the door for visual
access and security
for MES classrooms, review
programmatic requirements with
DCPS
and as a means of communication
to provide and develop fundamental
academic, social, emotional, physical,
and thinking skills through active
engagement with the environment
calming corner: to help a student de-
escalate when beginning to emotionally
escalate in a designated space while
being supervised
activities
whole group activities
small group activities
one-on-one instruction
meals
cooperative learning / play (centers)
centers:
- blocks
- literacy/library
- dramatic play
- science/discovery
- sand & water (sensory)
- toys & games
- music & movement
- art
- technology
calming corner: self regulatory
e.g. meditation, mindful breathing,
art, journaling, kinesthetics, sound therapy
E-ACA-10A /// SELF-CONTAINED PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE
LIGHT-FILLED, WELCOMING, WHIMSICAL, IMAGINATIVE, INQUISITIVE
37
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (12-24
LF above and below sinks, lockable)
F2 student cubbies (12”W x 13”D
x 26”H, 20 for PK-3/PK-4, 28-30 for
Kindergarten/Grade 1/Grade 2)
F3 wall shelving (30”-36” height, lockable)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F6 soap dispenser
F7 towel dispenser
F8 wall-mounted interactive electronic
presentation device
F9 classroom sink with bubbler (2) sinks at
different heights (24” at PK-3/PK-4, 34”
countertop)
F89 data drop
F91 storage shelving (24” deep)
F103 floor drain
F120 floating shelves
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings (PK-3/PK-4/
Kindergarten/Grade 1/Grade 2):
considerations: writable surfaces, flexibility
in seating (3 different types) to encourage
student choice
L1 stackable/nesting chairs (12)
L2 stackable/nesting tables (4-5)
L3 teacher work surface with mobile
storage and two chairs (1 task chair, 1
armless task chair)
L4 soft seating (5)
L5 four drawer lateral file cabinet with lateral
dividers
L6 mobile shelving (various)
L7 teacher’s lockable wardrobe (18”x18”)
L16 bound group rug
L63 resource media cart
L75 kidney table
L94 flat storage
L96 kidney table stool (5)
L97 bookcase (25 LF)
L220 small rug (4’x4’)
see DGS Waste Guidelines for waste bin
sizing and quantities
loose furnishings (PK-3/PK-4/
Kindergarten):
L212 storage unit (5)
L213 listening center
L214 easel (2)
L215 book organizer
L216 kitchen set
L217 table and chair set
L218 manipulative storage boxes (2)
L219 chair cubes (1 set of 4)
L221 resting mats/cots (25, NIC)
L222 small storage box (1 set of 20)
L223 sensory table
L224 dramatic play center
loose furnishings (Grade 1 and
Grade 2)
L214 easel
L215 book organizer
E-ACA-10A /// SELF-CONTAINED PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE
38
This Page Intentionally Left Blank
39
E-ACA-10B /// SELF-CONTAINED PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE RESTROOM
F51
F14
F19
F102
F7
F6
F30
F103 F120
F18
F74
40
size
120 SF
capacity/users
2 students
ancillary spaces
self-contained classroom pk-3 / pk-4 /
kindergarten / 1st / 2nd grade
spatial relationships
n/a
goals
to provide age appropriate space for personal
and health needs
activities
private health needs
environmental considerations
opportunities for learning (sensory play,
water, etc.)
environmental sound control
uniform and controllable lighting
natural daylight
natural finishes
barn door/half-doors at toilet stalls to
enable supervision
for MES classrooms, review
programmatic requirements with
DCPS
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F14 grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F51 toilet partitions
F74 coat hook-bathroom accessory
F102 toilet
F103 floor drain
F120 floating shelves
provide age appropriate sizing
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-10B /// SELF-CONTAINED PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE RESTROOM
WELCOMING, COMFORTABLE, FUN
41
E-ACA-10C /// SELF-CONTAINED PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE STORAGE
F91
L94
42
size
100 SF
capacity/users
1-2 staff members
ancillary spaces
self-contained classroom pk-3 / pk-4 /
kindergarten / 1st / 2nd grade
spatial relationships
near academic core classrooms
goals
to provide storage space for classroom
supplies
activities
storage of materials and supplies
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
for MES classrooms, review
programmatic requirements with
DCPS
LEGEND ///
fixed furnishings
F91 storage shelving 24” deep
loose furnishings
L94 flat storage
E-ACA-10C /// SELF-CONTAINED PK-3 / PK-4 / KINDERGARTEN / 1ST / 2ND GRADE STORAGE
43
E-ACA-10D /// SELF-CONTAINED CLASSROOM GRADES 3-5 STORAGE
F91
L94
44
size
100 SF
capacity/users
1-2 staff members
ancillary spaces
self-contained classroom grades 3-5
spatial relationships
near academic core classrooms
goals
to provide storage space for classroom
supplies
activities
storage of materials and supplies
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
*for MES classrooms, review
programmatic requirements with
DCPS
LEGEND ///
fixed furnishings
F91 storage shelving 24” deep
loose furnishings
L94 flat storage
E-ACA-10D /// SELF-CONTAINED CLASSROOM GRADES 3-5 STORAGE
45
E-ACA-11 /// OT / PT ROOM
F8
F5
F1
F3
L11L11 L7
L3
L63
L76
L1 L2
F4
F4
F9
F89L6
L201
46
size
450 SF
capacity/users
2-3 students
2 staff members
ancillary spaces
speech/ot/pt storage
spatial relationships
elevator access
located and integrated within the academic
core area
goal
to provide a therapeutic space for individual
and small group treatment to occur, per
IEP/504 plan/MTSS prescriptions
to house therapeutic materials, including fine
motor manipulatives/games, and gross
motor/sensory equipment
activities
direct services (individual or small group)
may include:
table-top fine and visual motor crafts
games and activities
gross motor or sensorimotor play area to
utilize equipment (such as scooter boards,
balance beams, trampoline, etc.)
space to complete activities in a variety
of planes (i.e. seated at table or floor,
standing at vertical surface, prone on the
floor)
environmental considerations
uniform and controllable lighting
adequate ventilation
windows to provide natural light
environmental sound control
electrical outlets for equipment
proportion classroom for effective viewing
and listening from all areas of the
classroom
window treatment: sunscreen shade cloth
full lite in door and sidelight for visual access
and security purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (lockable,
6 LF minimum)
F3 wall shelving
F4 magnetic marker board (on 2 walls, 6 LF
minimum each)
F5 tackable wall surface (6 LF minimum)
F8 wall mounted interactive electronic
presentation device
F9 classroom sink with bubbler
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data
drops, phones, desktop computers, and
fax
loose furnishings
L1 stackable/nesting chairs (2)
L2 stackable/nesting tables (2)
L3 teacher work surface with mobile
storage and two chairs (1 stackable chair
and 1 task chair)
L6 mobile shelving (various)
L7 teachers lockable wardrobe (18”x18”)
L11 adjustable height bookshelves
L63 resource media cart
L76 filing cabinet (lockable)
L201 sensory wrap swing (free standing)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-11 /// OT / PT ROOM
SPECIALIZED, INTERACTIVE, EMPOWERING, SPACIOUS
47
E-ACA-12 /// SPEECH / OT / PT STORAGE
F91
48
size
150 SF
capacity/users
1-2 staff members
ancillary spaces
ot/pt room
speech room
spatial relationships
near academic core classrooms
goal
provide storage space for occupational and
physical therapy apparatus and supplies
activities
storage of therapy apparatus and supplies
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
LEGEND ///
fixed furnishings
F91 storage shelving (24” deep)
loose furnishings
n/a
E-ACA-12 /// SPEECH / OT / PT STORAGE
49
E-ACA-13 /// INDEPENDENT AREA
50
size
75 SF
capacity/users
1 student
1 staff member
ancillary spaces
n/a
spatial relationships
across hallway from self contained classroom
goals
to provide a safe setting to calm agitated
students
activities
a quiet space for emotional students
one-on-one instruction
quiet reflection space
environmental considerations
soft lighting (recessed light fixtures)
environmental sound control
views into independent area from the main
instruction area via lite in door (shatter proof
glass or flexion)
auditory privacy
no padding
doors are not lockable (non-latching, swing
outward of room)
avoid applied base
no outlets
no switches
no cover plates
no PA speaker/call button
durable wall surface (light-colored)
no occupant/motion sensor
manual dimmer switch outside of room
half-life at door
push plate and kick plate on interior
fixed thermostat without remote outside of
room
LEGEND ///
fixed furnishings
n/a
loose furnishings
n/a
E-ACA-13 /// INDEPENDENT AREA
QUIET, CALMING, SOOTHING
51
E-ACA-14 /// SPECIAL EDUCATION COORDINATOR OFFICE
L5
L12
L1L11
F5F92
F89
52
size
150 SF
capacity/users
2-4 people
ancillary spaces
n/a
spatial relationships
near self contained classroom and resource
classrooms
goal
to provide a space for the special education
coordinator to complete work plans, store
student files, and hold meetings
activities
administrative duties
storing and retrieving supplies and
equipment
environmental considerations
windows to provide natural light
environmental sound control
electrical outlets for equipment
uniform lighting, areas of soft lighting
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F5 tackable wall surface (6 LF minimum)
F92 storage shelving (18” deep)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable/nesting chair (2)
L5 four drawer lateral file cabinet (lockable)
with lateral dividers
L11 adjustable height bookshelves (18 LF)
L12 admin workstation and chair (task)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-14 /// SPECIAL EDUCATION COORDINATOR OFFICE
53
E-ACA-15 /// TEACHER COLLABORATION ROOM
F3
STORAGE RESTROOM
F5
F8
F4
L1
L17
L19
F1
F7F6
F9 F89
M2
M1
L69
L67
54
size
300 SF
capacity/users
10-15 staff members
ancillary spaces
single-user restroom
general grades 2-5 classroom storage
spatial relationships
near academic core classrooms
goal
provide a dual functional space where staff
can collaborate and conduct planning
activities
provide a space for storage of grade level
materials
activities
team staff meetings
lesson planning and grading
develop and review teacher materials
environmental considerations
environmental sound control
uniform and controllable lighting
electrical outlets for equipment
adequate ventilation
window to provide natural light
consult with DCPS on equipment outlet
configurations
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (lockable)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F6 soap dispenser
F7 towel dispenser
F8 wall mounted interactive electronic
presentation device
F9 classroom sink
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chair (6)
L17 printer station
L19 large table (2)
L67 microwave
L69 under counter refrigerator
see DGS Waste Guidelines for waste bin
sizing and quantities
AV & IT equipment
M1 large format printer/copier (NIC)**
**confirm location and outlet
configuration with DCPS
M2 color printer (NIC)
E-ACA-15 /// TEACHER COLLABORATION ROOM
INTERACTIVE, SOCIAL, COLLABORATIVE, FOCUSED, TEAMING
55
E-ACA-16A /// LEVELED READING STORAGE ROOM
F92
L34
L3
56
size
300 SF
capacity/users
2 staff members
ancillary spaces
n/a
spatial relationships
near academic core classrooms
goal
to provide secure room for storing, sorting
and handling of leveled reading materials
activities
storing and retrieving leveled reading
materials
environmental considerations
uniform and controllable lighting
proper ventilation
providing adequate outlets for laptop
charging carts
LEGEND ///
fixed furnishings
F92 storage shelving (18” deep) 200 LF
minimum
loose furnishings
L3 teacher work surface with mobile
storage
L34 book carts (2)
see DGS Waste Guidelines for waste bin
sizing and quantities
57
E-ACA-16A /// LEVELED READING STORAGE ROOM
E-ACA-16B /// TECHNOLOGY STORAGE
L51
F92
F90
58
size
75 sf
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
distributed in academic core classrooms
goal
storage of computers and technology
activities
charging laptop carts
materials and technology storage
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
secure and lockable door
LEGEND ///
fixed furnishings
F90 storage shelving (12” deep)
F92 storage shelving (18” deep)
loose furnishings
L51 laptop charging cart (5-6)
see DGS Waste Guidelines for waste bin
sizing and quantities
AV & IT equipment
confirm outlet locations
59
E-ACA-16B /// TECHNOLOGY STORAGE
E-ACA-17 /// OUTDOOR CLASSROOM
shade structure or densely planted
trees for shade protection
seating for 25-30
work tables
teaching surface (white board,
or chalk board with room for
pin-up space
ADA compliant ground
surface. (concrete preferred)
Note: Provide minimum 2 hose bibs and electric outlets
within close proximity to classroom area
60
size
900 SF
capacity/users
25-30 students
teachers
parents/volunteers
community members
ancillary spaces
n/a
spatial relationships
near growing gardens, if included
direct access to the science and art rooms is
desirable
allow line of sight into space from building
window
goal
provide an outdoor learning space
encourage individual and group work through
nature discovery
activities
planting
exploring
coursework
discussion
math, science, and art coursework
accessibility standards
meet the Americans with Disability Act (ADA)
guidelines
ADA compliant path from building to outdoor
classroom
special considerations
should be built with regional materials to
match building, if appropriate
noise, fumes, sunlight and slope should be
considered during site selection
include a board for instruction
include a roof to protect from sun, rain and
snow, if possible
if classroom is located near play area or other
potential distractions, place wall or other
visual barrier to further define classroom
space
must be shaded. if trees are to be used for
shade, plant spacing should be dense for
rapid cover and roots should be protected
from compaction with protective seat/
retaining walls to keep students from
walking on roots
all items lockable. located within perimeter
fence (with vandal resistant finish), if one
exists
site elements and furnishings
all changes in finish surfaces should be
delineated with a hard edge for ease of
maintenance (e.g. do not place planter bed
adjacent to lawn without a physical barrier
such as a concrete walkway or metal edge
outdoor classrooms should be designed for
three seasons with a roof or shaded cover
required elements include:
fixed or flexible seating (25-30)
outdoor white board (6 LF
minimum) or flipchart
impervious or green roof, or PV roof,
trellis with vines (structurally able
to hold plantings/soil for shade)
expected elements include:
hose bibs with hose racks
native, low maintenance plants
selected for mature size and care
choose plants for biodiversity that
provide food or habitat to
pollinators and wildlife
seating and worktables
pathways from building and around
outdoor classroom area
wall-mounted all weather electrical
outlets
optional elements include:
teacher demonstration table
composting area
outdoor kitchen
handwashing station
planters
benches
small storage for tools and equipment
coordinate with DCPS on latest IT
infrastructure requirements for data
drops, phones, desktop computers, and
fax
E-ACA-17 /// OUTDOOR CLASSROOM
HARMONIOUS, AUTHENTIC, INTERACTIVE, LIVELY
61
This Page Intentionally Left Blank
E-ACA-18 /// GARDEN
62
size
garden sizes vary
capacity/users
students
teachers
parents/volunteers
community members
ancillary spaces
n/a
spatial relationships
direct access to the science and art rooms is
desirable
community access should be considered
goal
to provide an outdoor learning space that
encourages individual and group work
through growing local food
activities
planting
exploring
watering
math, science, and art coursework
accessibility standards
meet the Americans with Disabilities Act
(ADA) guidelines
all beds should be raised to meet ADA
guidelines
ADA compliant path to garden and around all
garden beds
special considerations
optional, pending availabilty of a garden
program to maintain the gardening beds
garden layout to be determined by site
specific program and conditions
noise, fumes, sunlight and slope should
be considered during site selection
site elements and furnishings
consult Office of the State Superintendent of
Education school garden specialist for best
practices
gardens must receive 6-8 hours of direct
sunlight per day
required elements for gardens include:
teacher demonstration table
expected elements for gardens include:
planting beds
organic soil
mulch
hose bib with hose rack
plants
pathways
tool shed
optional elements include:
composting area
digging bed
handwashing station
greenhouse
worktables
apiary
E-ACA-18 /// GARDEN
COMMUNITY-BUILDING, EMPOWERING, COOPERATIVE, UPLIFTING, INTERACTIVE
63
E-ACA-19 /// SPEECH ROOM
L12
L5
L1
L11
L13
F4
F8
F1
F89
F5
64
E-ACA-19 /// SPEECH ROOM
SPECIALIZED, INTERACTIVE, EMPOWERING
65
size
150 SF
capacity/users
1 student
2 staff members
ancillary spaces
ot/pt room
spatial relationships
elevator access
located and integrated within the academic
core area
goals
to provide a therapeutic space for individual
speech therapy
activities
independent work
individual instruction
environmental considerations
uniform and controllable lighting
adequate ventilation
windows to provide natural light
environmental sound control
electrical outlets for equipment
proportion classroom for effective viewing
and listening from all areas of the
classroom
window treatment: sunscreen shade cloth
full lite in door and sidelight for visual access
and security purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (lockable)
6 LF minimum
F3 wall shelving
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (4 LF minimum)
F8 wall mounted interactive electronic
presentation device
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chair (2)
L5 four drawer lateral file cabinet with lateral
dividers (2)
L11 adjustable height bookshelves
L12 admin workstation and chair (task)
L13 small table
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-20 /// SPECIALS OFFICE / STORAGE
F92
F5
L12
L5
F89
L11
L13 L1L1
F4
66
E-ACA-20 /// SPECIALS OFFICE / STORAGE
67
size
250 SF
capacity/users
2 people
ancillary spaces
n/a
spatial relationships
near speciality spaces (specials lab, art lab,
music room)
access to main corridor
goals
office and storage area for specials’ teachers
activities
administrative duties
storing and retrieving supplies and
equipment
teaching/tutoring and counseling
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light
LEGEND ///
fixed furnishings
F4 magnetic marker board (4 LF minimum)
F5 tackable wall surface (6 LF minimum)
F89 data drop*
F92 storage shelving (18” deep)
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chair (2)
L5 four drawer lateral file cabinet with lateral
dividers (2)
L11 adjustable height bookshelves (6 LF)
L12 admin workstation and chair (2)
L13 small table
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-21 /// SENSORY ROOM
F8
F5
F1
F3
L11L11 L7
L3L63
L76
L1 L2
F4
F4
F9
F89L6
L201
68
SPECIALIZED, INTERACTIVE, INQUISITIVE, SOOTHING
69
size
450 SF
capacity/users
2-3 students
2 staff members
ancillary spaces
speech/ot/pt storage
spatial relationships
elevator access
located and integrated within the academic
core area
goals
to provide direct interventions for students
under the guidance and supervision of the
assigned OT
to house therapeutic materials, including fine
motor manipulatives/games, and gross
motor/sensory equipment
activities
direct services (individual or small group)
may include:
fine or visual motor games (such as
sensory table, light table, theraputty,
kinetic sand)
use of assorted swings (with a swing
frame), trampoline, ball pit, large
cushions/mats/beanbag tunnels,
steam roller, bubble tube/therapeutic
light fixtures, etc.
may be utilized with individual students
on a daily basis as part of a “sensory diet”
as prescribed by the assigned OT
environmental considerations
uniform and controllable lighting
adequate ventilation
windows to provide natural light
environmental sound control
proportion classroom for effective viewing and
listening from all areas of the classroom
window treatment: sunscreen shade cloth
electrical outlets for equipment
full lite in door and sidelight for visual access
and security purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (lockable,
6 LF minimum)
F3 wall shelving
F4 magnetic marker board (on 2 walls, 6 LF
minimum each)
F5 tackable wall surface (6 LF minimum)
F8 wall mounted interactive electronic
presentation device
F9 classroom sink with bubbler
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable/nesting chairs (2)
L2 stackable/nesting tables (2)
L3 teacher work surface with mobile storage
and two chairs (2 stackable)
L6 mobile shelving (various)
L7 teachers lockable wardrobe (18”x18”)
L11 adjustable height bookshelves
L63 resource media cart
L76 filing cabinet with lateral dividers (lockable)
L201 sensory wrap swing (free standing)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-ACA-21 /// SENSORY ROOM
This Page Intentionally Left Blank
70
71
E-LIB /// LIBRARY
READING / LEARNING / CIRCULATION
ROOM
MAKERSPACE
SMALL GROUP ROOM
COMBINED OFFICE / WORKROOM
CONFERENCE ROOM
72
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific square
footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity model are:
325 students : 51 staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
SPACE QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTY QTY QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
LIBRARY
Reading/Learning/Circulation
Room
Makerspace
Small Group Room
Combined Office/Workroom
Conference Room
TOTAL
1
1
2
1
1
1
1
2
1
1
1
1
2
1
1
1
1
2
1
1
2,720
500
150
400
250
3,140
500
150
400
250
3,700
500
150
400
250
4,820
500
150
400
250
2,720
500
300
400
250
4,170
3,140
500
300
400
250
4,590
3,700
500
300
400
250
5,150
4,820
500
300
400
250
6,270
73
LIBRARY ADJACENCY DIAGRAM
73
READING /
LEARNING /
CIRCULATION
ROOM
MAKERSPACE
CIRCULATION
DESK
VIEW VIEW
COMBINED
OFFICE /
WORKROOM
SMALL GROUP ROOM
SMALL GROUP ROOM
CONFERENCE
ROOM
This layout suggests programmatic adjacencies. Final
locations to be determined.
KEY ///
direct access
linked space
enclosed space
open space
74
F45
F1.1
F8
F4
L18
L18
L1L21
F64
L6
L51
F46
L97
L209
F8
F5
L225
L12
F4
F45
F46
CORRIDOR
STORAGE
COMBINED
OFFICE /
WORKROOM
SMALL
GROUP RM
SMALL
GROUP RM
MAKERSPACE
F89
F201F200
F123
L73
F203
F203
E-LIB-1 /// READING / LEARNING / CIRCULATION ROOM
75
E-LIB-1 /// READING / LEARNING / CIRCULATION ROOM
size
2,720-4,820 SF
capacity/users
75-175 students
1-2 media specialist(s)
community patrons after school hours
ancillary spaces
makerspace
small group room
combined office/workroom
conference room
spatial relationships
circulation area located close to entrance/exit
near single user bathrooms for staffing and
community needs
goals
a cohesive collection of spaces where there
are opportunities to access information,
create content, focus and collaborate
activities
reading and research
circulation of materials and resources,
including online catalogues
large group and small group instruction
provide meeting areas for community, staff,
and parents
dramatic reading and storytelling
informal small group interactions
individual learning
project based learning
environmental considerations
adequate ventilation
lighting appropriate to task with switches to
dim in separate zones of library
environmental sound control
electrical outlets at column locations
windows to provide natural sunlight
zoned for after school hours use
ceiling height in proportion to room
dimensions
open flow for traffic in reference/professional/
periodical areas
electrical outlets in tow space of wall shelving
window treatment: sunscreen shade cloth,
room darkening shadecloth
mix of lounge furniture
consider lockdown safety protocols
considerations: flexibility in seating (3
different types) to encourage student
choice
DYNAMIC, INTERACTIVE, REFLECTIVE, SOCIAL
76
LEGEND ///
fixed furnishings
F1.1 casework (circulation desk)*
F4 magnetic marker board (two locations, 8
LF each)
F5 tackable wall surface
F8 wall mounted interactive electronic
presentation device (2)
F45 library casework
F46 motorized projection screen (1-2)
F64 filtered water fountain with bubbler and
bottle filler
F75 display case
F89 data drop
F110 digital monitor
F123 mobile interactive electronic
presentation device
F203 ceiling mounted projector (1-2)
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable/nesting chairs (32-55 per
student enrollment)
L6 mobile shelving**
L12 admin workstation and chair (task)
L16 bound group rug (2) - by projection
screens
L18 lounge chair (15-25)
L21 student work table (6-10 with various
heights)
L51 laptop charging cart
L73 height adjustable stools with backs
L209 media bar with integrated power
L225 spring-loaded book cart (1-2)
see DGS Waste Guidelines for waste bin
sizing and quantities
*circulation desk must meet ada standards
and have sufficient space for librarian,
two students and a book drop and provide
space/infrastructure for desktop printer
**shelving is calculated as the maximum
capacity of the building X20 books/
student; 10 inch (standard size books),
12 inch (picture books, reference books,
periodicals and audiovisual storage), 18-24
inch (equipment storage); shelving should
include forward facing shelves; perimeter
shelving at 5’ max, non-perimeter shelving
at 48” max for visibility
E-LIB-1 /// READING / LEARNING / CIRCULATION ROOM
77
This Page Intentionally Left Blank
78
E-LIB-2 /// MAKERSPACE
L11
L1
F4
F8
F5
F3
L5L3
F1
L2
READING/
LEARNING/
CIRCULATION
ROOM
OUTDOORS
F89 M15
L204
79
size
500 SF
capacity/users
12-16 students
teachers
guests
volunteers
ancillary spaces
reading/learning/circulation room
spatial relationships
located within library suite with easy public
access and communal use; access to
outside when possible
goals
a space to accommodate a variety of hands-
on learning and the production of varied
projects
activities
space for instruction in developing skills in use
of tools, materials, and processes to apply
knowledge of planning and design to actual
fabrication of projects (projects can include:
3D printing, constructing blocks/legos,
constructing with cardboard, etc.)
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light
adequate ventilation
window treatments: sunscreen shade cloth
access to outside when possible
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (lockable)
F3 wall shelving
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F8 wall mounted interactive electronic
presentation device
F89 data drop*
F204 ceiling mounted outlets (3 minimum)
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L2 nesting tables (adjustable height) (4-5)
L3 teacher work surface with mobile
storage and chair (task)
L5 four drawer lateral file cabinet with
lateral dividers
L11 adjustable height bookshelves
L73 height adjustable stools with backs (16)
see DGS Waste Guidelines for waste bin
sizing and quantities
AV & IT equipment
M15 3D-printer
E-LIB-2 /// MAKERSPACE
INNOVATIVE, INTERACTIVE, CREATIVE
E-LIB-3 /// SMALL GROUP ROOM
80
F1.1
READING/LEARNING/
CIRCULATION ROOM
F4
L1
L19
F89
F8
81
size
150 SF
capacity/users
4-6 people
ancillary spaces
reading/learning/circulation room
spatial relationships
adjacent/connected to second small group
room
goals
a space to support individual focused work or
small group collaboration
activities
group research projects
meetings/teleconferencing
listening, viewing, and recording
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
visual access to reading/learning/
circulation area
adequate ventilation
modular furniture solution
LEGEND ///
fixed furnishings
F1.1 casework (8-10 LF)
F4 magnetic marker board (6 LF minimum)
F8 wall mounted interactive electronic
presentation device
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable/nesting chairs (6)
L19 large table (round)
see DGS Waste Guidelines for waste bin
sizing and quantities
TRANSPARENT, COLLABORATIVE, HUDDLE
E-LIB-3 /// SMALL GROUP ROOM
82
F1
F7
F9
F1.1
F89
F3
L11
L5 L12 L12L28
READING/
LEARNING/
CIRCULATION
ROOM
L15 M1
L13
F4 F5 M51L101
F6
E-LIB-4 /// COMBINED OFFICE / WORKROOM
83
size
400 SF
capacity/users
2-4 staff members
ancillary spaces
reading/learning/circulation room
spatial relationships
adjacent to office (optional)
adjacent to small group room
located behind circulation desk and whole
class zone
goals
to provide a secure space for processing
incoming materials and storage of materials
to provide a private space for media
specialists and administration staff to
professionally plan and collaborate
activities
scanning
digitizing
meetings
storage of materials
storage of a/v materials and videotapes
environmental considerations
uniform and controllable lighting
environmental sound control
visual access to reading/learning/circulation
area
auditory privacy
docking location and electric outlets for laptop
charging cart
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (base
cabinets with power)
F1.1 casework (poster/map storage)
F3 wall shelving
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F6 soap dispenser
F7 towel dispenser
F89 data drop*
F130 sink
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L5 four drawer lateral file cabinet with lateral
dividers (1-2)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair (2,
stackable)
L13 small table
L15 task chair
L28 worktable
L101 laptop charging cart (NIC)
see DGS Waste Guidelines for waste bin
sizing and quantities
AV & IT equipment
M1 large format printer/copier (NIC)**
M51 large format laminator**
**confirm location and outlet configuration
with DCPS
E-LIB-4 /// COMBINED OFFICE / WORKROOM
FOCUSED, ACTIVE, DYNAMIC
E-LIB-6 /// CONFERENCE ROOM
84
F1.1
READING/LEARNING/
CIRCULATION ROOM
F4
L1
L19
F89
F8
E-LIB-6 /// CONFERENCE ROOM
85
size
250 SF
capacity/users
8 people
ancillary spaces
reading/learning/circulation room
spatial relationships
reading/learning/circulation room
goals
a space to support individual focused work or
small group collaboration
activities
group research projects
meetings/teleconferencing
listening and viewing
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
visual access to reading/learning/circulation
area
adequate ventilation
modular furniture solution
LEGEND ///
fixed furnishings
F1.1 casework (8-10 LF)
F4 magnetic marker board (6 LF minimum)
F8 wall mounted interactive electronic
presentation device
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable/nesting chairs (6)
L19 large table (round)
see DGS Waste Guidelines for waste bin
sizing and quantities
COLLABORATIVE, THOUGHTFUL, SYNERGISTIC
86
This Page Intentionally Left Blank
87
E-VA /// VISUAL ARTS
ART LAB
KILN ROOM
ART STORAGE
88
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific
square footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity
model are: 325 students : 51 staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
SPACE QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTY QTY QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
VISUAL ARTS
Art Lab
Kiln Room
Art Storage
TOTAL
1
1
1
1
1
1
1
1
1
1
1
1
1,000
60
150
1,000
60
150
1,000
60
150
1,000
60
150
1,000
60
150
1,210
1,000
60
150
1,210
1,000
60
150
1,210
1,000
60
150
1,210
89
VISUAL ARTS ADJACENCY DIAGRAM
ART LABKILN
ROOM
ART
STORAGE
KEY ///
direct access
linked space
enclosed space
open space
This layout suggests programmatic adjacencies. Final
locations to be determined.
90
E-VA-1 /// ART LAB
L73
L42
L3
L7
L8
L13
L74
F2
F1F6 F6
F7 F7
F8
F84 F84
L42
F89
F4
F5
CORRIDOR
ART
STORAGE
KILN
ROOM
L14
L1
91
E-VA-1 /// ART LAB
CREATIVE, VIBRANT, INSPIRING, LIVELY, IMAGINATIVE
size
1,000 SF
capacity/users
30 students
2 teachers/staff members
parent volunteers
ancillary spaces
kiln room
art storage
spatial relationships
centrally located with convenient access to
core academic classrooms
goals
to provide an area for students to work on
a variety of art projects by exploring the
manipulation of a variety of mediums
to develop technical and expressive skills
activities
drawing, painting, and print making
sculpture, model-making, collage, and
assembly
ceramics-clay
computer graphics and mixed media work
guest artist lectures
demonstrations
viewing prints/slides/movies/art videos,
reading, and writing
individual and cooperative group work
storage of supplies, projects, and small
equipment
environmental considerations
uniform and controllable lighting
windows to provide natural light
(preferably northern exposure)
environmental sound control
electrical outlets for equipment
include outlets on the wall above counter
window treatment: sunscreen shadecloth,
room darkening shadecloth
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (20-32 LF
of 34” high base cabinets with wall
cabinets above paper storage cabinets, two
sinks: different heights 30”/34”, lockable)
F2 students cubbies
F4 magnetic marker board (8 LF minimum)
F5 tackable wall surface (12 LF minimum)
F6 soap dispenser (at each sink)
F7 towel dispenser (at each sink)
F8 wall mounted interactive electronic
presentation device
F84 two sinks (6 ft apart) large, kitchen size
with clay traps; cabinetry below
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data
drops, phones, desktop computers, and
fax
loose furnishings
L1 nesting chairs
L3 teacher work surface with mobile
storage and two chairs (1 task chair, 1
stackable chair)
L7 teachers lockable wardrobe (18”x18”)
L8 tall cabinet with shelves
L13 small table
L14 computer workstation (3)
L42 drying rack (2 with 40-80 slats)
L73 student tall stool (30) (height
adjustable)
L74 two person tall art table (15) (height
adjustable)
see DGS Waste Guidelines for waste bin
sizing and quantities
92
E-VA-2 /// KILN ROOM
L44
L45 F1.1
ART
LAB
F103
93
size
60 SF
capacity/users
1 staff member
ancillary spaces
art lab
spatial relationships
within art lab
goals
to provide an area properly equipped for
ceramics and ceramics firing
storage for completed art work
activities
store 3D sculptural work
house kiln equipment
firing of ceramics
environmental considerations
lighting appropriate to task
adequate ventilation with vents to the outside
for kiln and controlled by a thermostat
specialized electrical outlets for equipment
LEGEND ///
fixed furnishings
F1.1 casework (8 LF minimum)
F103 floor drain
loose furnishings
L44 kiln
L45 bisqueware shelving
E-VA-2 /// KILN ROOM
E-VA-3 /// ART STORAGE
94
F1.1
F92
F92
L45
ART
LAB F5
L5
L42
L42
F89 F103
E-VA-3 /// ART STORAGE
95
size
150 SF
capacity/users
1-2 staff members
ancillary spaces
art lab
spatial relationships
near art lab
goals
to provide lockable storage for art supplies,
portable equipment, technology,
peripherals, and materials
activities
storage
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
LEGEND ///
fixed furnishings
F1.1 casework (tall cabinets, paper storage,
and hazardous materials) (8 LF minimum,
lockable)
F5 tackable wall surface (12 LF minimum)
F89 data drop*
F92 storage shelving (18” deep, metal)
F103 floor drain
* coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L5 four drawer lateral file cabinet with lateral
dividers
L42 drying racks (2)
L45 bisqueware shelving
96
This Page Intentionally Left Blank
97
E-PA /// MUSIC
GENERAL MUSIC ROOM
GENERAL MUSIC STORAGE
STAGE
98
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific square
footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity model are:
325 students : 51 staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
*Stage is listed as required in this program and optional in SD program. Final location of Stage to be determined through the site-specific Ed Spec
reviewed by DCPS.
SPACE QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTY QTY QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
MUSIC
General Music Room
General Music Storage
Stage*
TOTAL
1
1
1
1
1
1
1
1
1
1
1
1
900
250
700
900
250
700
900
250
700
900
250
700
900
250
700
1,850
900
250
700
1,850
900
250
700
1,850
900
250
700
1,850
99
MUSIC ADJACENCY DIAGRAM
99This layout suggests programmatic adjacencies.
Final locations to be determined.
GENERAL
MUSIC
ROOM
STAGE
GENERAL
MUSIC
STORAGE
KEY ///
direct access
linked space
enclosed space
open space
100
GENERAL MUSIC
STORAGE
F9
F64
F5 F109F8F4
F1.1L47 L29 L33L11
L31
L12L63
L14
L7
L32
F89
L2
E-PA-1 /// GENERAL MUSIC ROOM
101
size
900 SF
capacity
30 students
1 teacher
parents/volunteers
ancillary spaces
general music storage
spatial relationships
co-locate near rooms with similar
functions and noise levels
goals
to provide students with the opportunity
to explore and develop skills in music
through large group, ensemble, and solo
experiences
activities
Listen, analyze, describe, and compose
music
sing alone and with others (solos, duets,
trios, ensembles, large groups)
guest speakers and performers (solo and
ensembles)
group instruction (small and large)
choir, instrumental music, theater, movement
view educational videos for music instruction
extra-curricular after school activities
compose and arrange music on digital audio
workstations
play in small and large group ensemble with
instruments (keyboard, percussion, etc.)
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment including
floor mounted outlets with secure
covers sufficient for keyboards
sound insulation in walls (extended above
ceiling to underside of deck)
acoustical wall treatments
adequate ventilation
proportion classroom for effective viewing
and listening from all areas of the
classroom
auditory privacy
layout should consider teaching space and
breakout space
window treatment: sunscreen shadecloth
E-PA-1 /// GENERAL MUSIC ROOM
COLLABORATIVE, DYNAMIC, EXPRESSIVE, MOVING
102
LEGEND ///
fixed furnishings
F1.1 casework (paper storage cabinets,
8-10 LF)
F4 magnetic marker board (16 LF, 1/2 with
music staff bars)
F5 tackable wall surface (6 LF minimum
F8 wall mounted interactive electronic
presentation device
F9 classroom sink
F64 filtered water fountain with bubbler and
bottle filler
F89 data drop
F109 stereo with WiFi connection ability
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
E-PA-1 /// GENERAL MUSIC ROOM
loose furnishings
L2 stackable/nesting tables (keyboards)
L7 teachers lockable wardrobe (18”x18”)
L11 adjustable height bookshelves (24 LF)
L12 admin workstation and chair (task)
L14 computer station (2)
L29 choral risers (moveable)
L31 posture chair (30)
L32 conductor’s podium and stool
L33 digital upright piano
L47 music stand (30)
L63 resource media cart
see DGS Waste Guidelines for waste bin
sizing and quantities
103
E-PA-1 /// GENERAL MUSIC ROOM
This Page Intentionally Left Blank
104
GENERAL
MUSIC ROOM
F90
F92
F205
L5
E-PA-2 /// GENERAL MUSIC STORAGE
105
size
250 SF
capacity
1 staff member
ancillary spaces
general music room
spatial relationships
n/a
goals
to provide adequate storage for choral risers,
accessories, and equipment
activities
storage and simple repair of accessories
and equipment
play instruments in small ensembles
and large group (keyboard, orff,
percussion, etc.)
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
LEGEND ///
fixed furnishings
F90 storage shelving (12” deep)
F92 storage shelving (18” deep)
F205 small instrument storage closet
total shelving shall support storage of 30
keyboards, Orff instruments, and assorted
percussion instruments
loose furnishings
L5 four drawer lateral file cabinet with lateral
dividers
see DGS Waste Guidelines for waste bin
sizing and quantities
E-PA-2 /// GENERAL MUSIC STORAGE
106
L37
F31
F18F128F129 F46
L29
L32
GYMNASIUM/STUDENT DINING/ MULTIPURPOSE
ABOVE ABOVEABOVE
RAMP UP
F89
NOTE //
Retractable stages should be considered. Design team to work with DCPS to locate
Stage adjacency with either Gymnasium, Student Dining, or Multipurpose area.
F203
E-PA-3 /// STAGE
107
size
700 SF
capacity/users
30 students
teachers/staff members
parents/volunteers
community members
ancillary spaces
gymnasium
student dining
spatial relationships
near chair storage
near music rooms if possible
goals
to provide space for students to present
performances
activities
student assembly/award programs
theatrical/musical performances
in-service conferences
environmental considerations
uniform/theatrical lighting
environmental sound control
electrical outlets for equipment
stage to be no more than 21” above floor
direct ADA and convenient access to
stage via stairs/ramp
fixed construction or “Murphy” retractable
LEGEND ///
fixed furnishings
F18 mirror
F31 motorized stage curtains
F46 motorized projection screen
F89 data drop*
F128 theater lighting (spotlights on joists)
F129 amplified sound system with audio
coverage for the space, ability to pull in
multi-media & microphone
F203 ceiling mounted projector
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L29 choral risers
L32 conductor’s podium and stool
L37 dance barres
see DGS Waste Guidelines for waste bin
sizing and quantities
INTERACTIVE, SYNERGISTIC, INVENTIVE
E-PA-3 /// STAGE
108
This Page Intentionally Left Blank
109
E-PE /// PHYSICAL EDUCATION
GYMNASIUM
OFFICE
STORAGE
CHAIR STORAGE
BICYCLE STORAGE
OUTDOOR PE STORAGE
PLAYGROUNDS
110
SPACE QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTY QTY QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
PHYSICAL EDUCATION
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific square footage
requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity model are: 325 students : 51
staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
Gymnasium
Office
Storage
Chair Storage
Bicycle Storage
Outdoor PE Storage
Playgrounds
TOTAL
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
3,400
150
300
150
250
100
-
3,400
150
300
150
250
100
-
4,200
150
300
150
250
100
-
5,000
150
300
150
250
200
-
3,400
150
300
150
250
100
-
4,350
3,400
150
300
150
250
100
-
4,350
4,200
150
300
150
250
100
-
5,250
5,000
150
300
150
250
200
-
6,050
This layout suggests programmatic adjacencies.
Final locations to be determined.
111
GYMNASIUM
EXTERIOR
STORAGE
CHAIR
STORAGE
OFFICE STAFF
LOCKER
PUBLIC
RESTROOMS
STAFF
PARKING
PLAYGROUNDS
BICYCLE
STORAGE
STAGE
PHYSICAL EDUCATION ADJACENCY DIAGRAM
KEY ///
direct access
linked space
enclosed space
open space
112
F23
OFFICE CORRIDORCORRIDOR
OUTSIDE
F22
F4
F108
F108
L63
F4
F64
STORAGE
L1 F109F108 F24
F207
F22
F89
F207
E-PE-1 /// GYMNASIUM
113
size
3,400 - 5,000 SF (clear floor area)
capacity/users
school population
30 students per class
2-3 teachers/staff members
parents and community members for
meetings
5,000 SF classroom should be lined to
host two class sections at one time
ancillary spaces
office
storage
chair storage
bicycle storage
outdoor PE storage
stage
spatial relationships
near public restrooms and staff locker/
shower, with easy access
access to outdoor physical education and
covered play areas
near parking
located with easy access to rest of school,
but must be able to close off area for
security during evening activities
goals
to provide space for PE classes to meet
to provide space for students to present
performances
activities
athletic skills and leadership games
adaptive physical education
student assemblies, performances, and
programs
lectures/teaching
community use
environmental considerations
uniform and controllable lighting
environmental sound control
adequate sound control/acoustics
clear height of 20’ from floor to nearest
obstruction
electrical outlets for equipment
structure, lighting, and ducts designed not to
trap PE balls
ceiling heights should be proportional to
room volume
adjoining room with window darkening
capabilities
proper AV equipment for front and back of
house acoustics
80% of transverse gym walls to be non-
glazed up to 5’
recessed floor sleeves for volleyball poles
bleachers are not a priority at this age range
LEGEND ///
fixed furnishings
F4 magnetic marker board (6 LF minimum)
F22 basketball operable goals (adjustable
height, rims, hoops, ceiling hung,
retractable)
F23 operable partition-motorized
F24 climbing wall
F64 filtered water fountain with bubbler
and bottle filler
F89 data drop*
F108 safety padding
F109 stereo with Xbox and Wii connection
ability (with connection to A/V
equipment/speakers from inside gym
space)
F207 motorized archery net
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable/nesting chairs
L63 resource media cart
see DGS Waste Guidelines for waste bin
sizing and quantities
SPIRITED, ENERGETIC, ACTIVE, LIVELY, COMMUNITY-BUILDING
E-PE-1 /// GYMNASIUM
114
L5
L12
L1
L13
L11
L7
F4
F5
F89
E-PE-3 /// OFFICE
115
size
150 SF
capacity/users
1-2 staff members
ancillary spaces
gymnasium
spatial relationships
adjacent to PE Storage
visual access to gymnasium
near restrooms
goals
to provide space for PE teachers and
administrators
activities
scheduling
planning
maintaining records
meetings/teleconferencing
coaching
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light, desirable
auditory privacy
LEGEND ///
fixed furnishings
F4 magnetic marker board (6 LF)
F5 tackable wall surface (4 LF)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chairs (2)
L5 four drawer lateral file cabinet with lateral
dividers
L7 teacher lockable wardrobe (18”x18”)
L11 adjustable height bookshelves
L12 admin workstation and chair (task)
L13 small table (round)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-PE-3 /// OFFICE
116
F92
F90
F21
L35
E-PE-4 /// STORAGE
117
size
300 SF
capacity/users
1-2 staff members
ancillary spaces
gymnasium
spatial relationships
n/a
goals
to provide convenient and adequate storage
for all physical education equipment
activities
storage of PE equipment such as tumbling
mats, ball bins, etc.
environmental considerations
uniform lighting
leave space below shelving on one wall for
portable bins
LEGEND ///
fixed furnishings
F21 peg board
F90 storage shelving (12” deep)
F92 storage shelving (18” deep) (metal/wire)
loose furnishings
L35 ball bins (in a variety of sizes)
E-PE-4 /// STORAGE
118
E-PE-5 /// CHAIR STORAGE
L41
119
size
150 SF (or as required to accommodate
seating quantity)
capacity/users
1 staff member
ancillary spaces
n/a
spatial relationships
gymnasium
goals
to provide adequate storage for folding
chairs to be used within gymnasium
activities
storage of chairs
environmental considerations
uniform lighting
controllable lighting
LEGEND ///
fixed furnishings
n/a
loose furnishings
L41 chair dollies
E-PE-5 /// CHAIR STORAGE
120
F111
L228
E-PE-6 /// BICYCLE STORAGE
size
250 SF (can be combined with storage)
capacity/users
1 staff member
ancillary spaces
outdoor PE storage
playground
spatial relationships
gymnasium
goals
to provide adequate storage for bikes and
other P .E. equipment to be used within
gymnasium
activities
storage of bikes and other P .E. equipment
environmental considerations
uniform lighting
controllable lighting
LEGEND ///
fixed furnishings
F111 bike rack
loose furnishings
L228 bicycles (30 minimum, NIC)
E-PE-6 /// BICYCLE STORAGE
122
L35 F21
F90
F92
E-PE-7 /// OUTDOOR P .E. STORAGE
L229
123
size
100-200 SF
capacity/users
1-2 staff members
ancillary spaces
gymnasium
spatial relationships
close proximity to outdoor play areas for
ease of access
goals
to provide convenient and adequate storage
for physical education equipment
activities
storage of PE equipment
environmental considerations
uniform lighting
leave space below shelving on one wall for
portable bins
LEGEND ///
fixed furnishings
F21 peg board
F90 storage shelving (12” deep)
F92 storage shelving (18” deep) (metal/wire)
loose furnishings
L35 ball and storage bins in variety of sizes
L229 balance bicycles (25 minimum, NIC)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-PE-7 /// OUTDOOR P .E. STORAGE
124
This Page Intentionally Left Blank
Playground design to be determined by
site specific program and conditions
E-PE-8 /// PLAYGROUNDS
125
size
playground size to be determined during site
specific program and conditions
capacity
students
staff
parents/volunteers
community members
ancillary spaces
outdoor classroom
spatial relationships
near academic core areas
designated classrooms may have direct
access to playgrounds
public access
close proximity to water fountains and trash
cans
shaded areas (structured, play equipment
and/or landscaping)
goals
provide playground areas to allow for a
range of ages, abilities and interests to
accomodate a variety of spaces including
play equipment, open space, outdoor
classrooms, garden beds, fields and courts.
activities
inclusive interactive features that allow
an opportunity for swinging, balancing,
climbing, sliding, tactile, and imaginary and
sensory play
open space areas should allow for running,
biking, hard surface games (e.g. four
square, hopscotch, etc.), imaginary play,
and quiet time
site and equipment considerations
locate equipment with moving parts at the
perimeter of the play area
soft surfacing in all fall zones
ensure safe zones are around all moving
equipment
include a variety of types of play elements to
encourage tactile, imaginary, and sensory
play
include tables and chairs for age group
include hard surface with basketball courts
and group games, if space allows
include tables and chairs for age group
communication panels
seating play areas
accessibility standards
meet or exceed the Americans with
Disability Act (ADA) guidelines and provide
inclusive play elements
playground design to be determined by site
specific program and conditions
inclusive design
see DCPS Owner Project Requirements (OPR)
for information on trash and recycling
receptacles
see DCPS Waste Guidelines for waste bin
sizing and quantities
coordinate with DCPS on latest IT
infrastructure requirements
INSPIRING, INCLUSIVE, FUN, ENERGIZING, IMAGINATIVE
E-PE-8 /// PLAYGROUNDS
126
This Page Intentionally Left Blank
127
E-AD /// ADMINISTRATION
ENTRANCE LOBBY
WELCOME CENTER
SECURITY OFFICE
CONFERENCE ROOM
PRINCIPAL’S OFFICE
ADMINISTRATIVE OFFICE
ADMINISTRATIVE WORKROOM
RECORDS ROOM
PARENT RESOURCE CENTER
COUNSELOR’S OFFICE
STUDENT SERVICES
STUDENT SERVICES CONFERENCE
AFTER SCHOOL PROGRAM OFFICE
STAFF LOUNGE
WELLNESS / LACTATION ROOM
RESTORATION ROOM
128
SPACE QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTY QTY QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
ADMINISTRATION
Comments //
*The size and quantity of this space to be determined during site specific Ed Spec and design, included as part of Gross Up in prototype.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific square
footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity model are:
325 students : 51 staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
Entrance Lobby*
Welcome Center
Security Office
Conference Room
Principal’s Office
Administrative Office
Administrative Workroom
Records Room
Parent Resource Center
Counselor’s Office
Student Services
Student Services Conference
After School Program Office
Staff Lounge
Wellness / Lactation Room
Restoration Room
TOTAL
--
1
1
1
1
2
1
1
1
1
2
1
1
1
1
1
--
1
1
1
1
2
1
1
1
1
2
1
1
1
1
1
--
1
1
1
1
2
1
1
1
2
2
1
1
1
1
1
--
1
1
1
1
3
1
1
1
2
2
1
1
1
1
1
--
500
75
200
200
150
400
150
200
150
150
200
300
400
200
150
--
500
75
200
200
150
400
150
200
150
150
200
300
400
200
150
--
650
75
200
200
150
400
150
200
150
150
200
300
400
200
150
--
650
75
200
200
150
400
150
200
150
150
200
300
400
200
150
--
500
75
200
200
300
400
150
200
150
300
200
300
400
200
150
3,725
--
500
75
200
200
300
400
150
200
150
300
200
300
400
200
150
3,725
--
650
75
200
200
300
400
150
200
300
300
200
300
400
200
150
4,025
--
650
75
200
200
450
400
150
200
300
300
200
300
400
200
150
4,175
129
OT/PT
WELLNESS
ROOM
RESTORATION
ROOM
STUDENT DINING AREA / MULTIPURPOSE
WELCOME
CENTER
COUNSELOR’S
OFFICE
STUDENT
SERVICES
CONFERENCE
LOBBY
PARENT
RESOURCE
CENTER
AFTER
SCHOOL
PROGRAM
OFFICE
RECORDS
ROOM
STAFF
LOUNGE
ADMINISTRATION
OFFICES
EXTERIOR
HEALTH
SUITE
SPEECH
SECURITY
OFFICE
CONFERENCE
ROOM
ADMINISTRATIVE
WORKROOM
This layout suggests programmatic adjacencies.
Final locations to be determined.
ADMINISTRATION ADJACENCY DIAGRAM
KEY ///
direct access
linked space
enclosed space
open space
130
L12
F72F110
EXTERIOR AIR LOCK
TO MAIN CORRIDOR
WELCOME
CENTER
F89
E-AD-1 /// ENTRANCE LOBBY
131
capacity/users
3-4 staff members
security officers
ancillary spaces
n/a
spatial relationships
adjacent to main entry
direct access to welcome center
direct access to security area
goals
to greet visitors and provide a welcoming
entry to the school
to serve as a check-in and checkpoint for
school visitors and attendees
activities
greet and welcome students, staff, and
visitors
central gathering and meeting area for
school community
security screenings of students, staff, and
visitors
monitor main entrance to school
environmental considerations
uniform and controllable lighting
environmental sound control
aesthetically pleasing
windows for natural sunlight
acoustically treated
commemorative plaque
LEGEND ///
fixed furnishings
F72 display case
F89 data drop*
F110 digital monitor (1-2 throughout
building)
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L12 admin workstation and armless task
chairs (1-2)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-1 /// ENTRANCE LOBBY
WARM, WELCOMING, SPIRITED, CONNECTED, BRIGHT
132
E-AD-2 /// WELCOME CENTER
L13
L18
L15 L80
F5
L28
ENTRANCE
EXTERIOR
EXIT
F90
F89
F26
AIR
LOCK
LOBBY
MAIN CORRIDOR
ADMIN SUITE
L15 L15
M50
133
E-AD-2 /// WELCOME CENTER
WARM, WELCOMING, SPIRITED, CONNECTED
size
500-650 SF
capacity/users
10 people
administrative assistants
visitors/parents
students
ancillary spaces
n/a
spatial relationships
located inside the main administrative area
directly accessible from entry vestibule
near public restrooms
maximize views to exterior and main entry
public address alcove
closet (lockable)
goals
to provide a space designed to help students
and visitors feel welcomed and to provide
easily accessed information
activities
greeting visitors
waiting for students or staff
student waiting/pick up area
workstation for administrative staff
environmental considerations
uniform and controllable lighting
adequate ventilation
environmental sound control
electrical outlets for equipment
windows to provide natural sunlight
administrative area should be mechanically
zoned for year round use
interior windows
no visual access to the public of computer
screens, paperwork, etc.
LEGEND ///
fixed furnishings
F5 tackable wall surface
F26 reception desk
F89 data drop*
F90 storage shelving (12” deep)
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L13 small table (1-3)
L15 task chair (2-4)
L18 lounge chairs (4-6)
L28 work table (for check-in station)
L80 brochure display stand
see DGS Waste Guidelines for waste bin
sizing and quantities
AV & IT equipment
M50 large format printer/copier (NIC)**
**confirm location and outlet configuration
with DCPS
134
E-AD-3 /// SECURITY OFFICE
L12
L11
F89
135
size
75 SF
capacity/users
1 staff member
ancillary spaces
n/a
spatial relationships
adjacent to main entry
goals
to serve as a check-in and checkpoint for
non-school visitors
activities
check-in/out visitors
monitor main entrance to school
workstation for security staff
environmental considerations
uniform and controllable lighting
environmental sound control
recessed electrical outlets located in floor
LEGEND ///
fixed furnishings
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L11 adjustable book shelving (4 LF)
L12 admin workstation with chair (task)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-3 /// SECURITY OFFICE
136
E-AD-4 /// CONFERENCE ROOM
F110
F89
F1.1
F4
F5
L20
L30
PRINCIPAL’S
OFFICE
137
E-AD-4 /// CONFERENCE ROOM
size
200 SF
capacity/users
6-8 people
ancillary spaces
n/a
spatial relationships
near welcome center
centrally located within administrative area
adjacent and access to principal’s office
goals
to provide a place for administrative
conferences or meetings
activities
conferences with staff, parents, and visitors
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
windows to provide natural sunlight,
desirable
auditory privacy
LEGEND ///
fixed furnishings
F1.1 casework
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF
minimum)
F89 data drop*
F110 digital monitor
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L20 executive chair (8)
L30 conference table (with integrated
technology installations - VGA jacks, data
outlets, power outlets, etc. with associated
infrastructures - floor outlets, etc.)
see DGS Waste Guidelines for waste bin
sizing and quantities
COLLABORATIVE, THOUGHTFUL, SYNERGISTIC, SHARED
138
E-AD-5 /// PRINCIPAL’S OFFICE
F5
F89
F4L20
L5
L12
L1
L7
L13
L11
139
size
200 SF
capacity/users
1-5 people
ancillary spaces
conference room
spatial relationships
near main entry
near administrative assistant
adjacent and access to conference room
goals
to provide an office for the principal to give
instructional leadership in a personal and
organized environment for students, staff,
and community
activities
conferences with staff, parents, and visitors
curriculum development
research and planning
telephone communications
dealing with personnel issues
coordination of school and support
services
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
windows to provide natural sunlight,
desirable
auditory privacy
view to entrance, parking lot and/or
circulation (optional)
LEGEND ///
fixed furnishings
F4 magnetic marker board
F5 tackable wall surface (6 LF minimum)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chair (4)
L5 four drawer file cabinet with lateral
dividers
L7 teacher’s lockable wardrobe
L11 adjustable height bookshelves (12 LF)
L12 admin workstation
L13 small table (round)
L20 executive chair
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-5 /// PRINCIPAL’S OFFICE
140
E-AD-6 /// ADMINISTRATIVE OFFICE
F4
L15
L13
L7
L11 L20 L5
L15
L12
F89
141
size
150 SF
capacity/users
1-4 people
ancillary spaces
n/a
spatial relationships
may be located near academic core for
supervision
may be located near administration suite
goals
to provide an office for the assistant principal
or other administrative staff to perform
administrative functions
activities
conferences with parents
student interaction
conferences with individual teachers or small
groups
telephone communications (private)
research and planning
coordination of school and support services
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
windows to provide natural sunlight,
desirable
auditory privacy
LEGEND ///
fixed furnishings
F4 magnetic marker board (6 LF minimum)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data
drops, phones, desktop computers, and
fax
loose furnishings
L5 four drawer lateral file cabinet with
lateral dividers
L7 teacher’s lockable wardrobe
L11 adjustable height bookshelves (12 LF)
L12 admin workstation
L13 small table (round)
L15 task chair (2-4)
L20 executive chair
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-6 /// ADMINISTRATIVE OFFICE
142
E-AD-7 /// ADMINISTRATIVE WORKROOM
F1.1
F1.1
F4
F5
F6
F130
F7 F1
L53
L54
F89M21M20
143
size
400 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
near welcome center
goals
to provide an area for information to be
recorded
activities
copying
collating
sorting of files
preparing communications for mailing
binding reports
telephone communications
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
auditory privacy
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (lockable)
F1.1 casework (mail slots - 12” wide x 6” high
x 15” deep with 65, 80, or 95 total slots)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F6 soap dispenser
F7 towel dispenser
F89 data drop*
F130 sink
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L53 standing height stool/chair (4)
L54 standing height table
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-7 /// ADMINISTRATIVE WORKROOM
AV & IT equipment
M20 large format printer/copier (NIC)**
M21 large format laminator**
**confirm location and outlet configuration
with DCPS
INTERACTIVE, SOCIAL, COLLABORATIVE, FOCUSED, TEAMING
144
E-AD-8 /// RECORDS ROOM
L22 L5L5
L15
L28
F89
145
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
near main office
goals
to provide secure, fireproof, and adequate
storage for money, records, and other
valuable items
activities
storing of money and other valuable items
storage of files and records
accessible to administration staff
environmental considerations
uniform and controllable lighting
structurally accomodate load
LEGEND ///
fixed furnishings
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L5 four drawer lateral file cabinet with lateral
dividers (8-10 fireproof file cabinets)
L15 task chair (2)
L22 safe
L28 work table
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-8 /// RECORDS ROOM
146
E-AD-9 /// PARENT RESOURCE CENTER
F1.1
F1 F6 F7
F4
F130
L5 L2
L26
L11
L21
L28
L1
F5
F89
WELCOME
CENTER
147
size
200 SF
capacity/users
1-8 people
ancillary spaces
n/a
spatial relationships
near principal’s office
near welcome center
goals
*only required in title 1 schools, optional in all
other schools
to provide a place for parents to meet and
work when they volunteer at school
to provide a place for parents to store their
personal belongings
to provide a space for parents to check out
and use parenting sources
activities
small group meetings
work area
storage for personal items
parent training
private consultation
parent employment research
volunteer registration
environmental considerations
uniform and controllable lighting
environmental sound control
moisture and stain resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (6 LF
minimum, lockable)
F1.1 casework (wall cabinets)
F4 magnetic marker board
F5 tackable wall surface
F6 soap dispenser
F7 towel dispenser
F89 data drop*
F130 sink
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chairs (10)
L2 stackable/nesting tables
L5 four drawer lateral file cabinet with lateral
dividers
L11 adjustable height bookshelves (20 LF)
L21 work table
L26 refrigerator
L28 lounge chairs
see DGS Waste Guidelines for waste bin
sizing and quantities
WELCOMING, COLLABORATIVE, SOCIAL, COMMUNITY-BUILDING
E-AD-9 /// PARENT RESOURCE CENTER
148
L12
L5
L1
E-AD-10 /// COUNSELOR’S OFFICE
L11
L13
F5
F4
F1.1
F89
149
size
150 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
near student services
near welcome center
goals
to provide counseling and other student
support services in a professional
environment that is easily accessible
to students, staff, parents, and the
community
activities
counseling for students and parents
administrative paperwork
enrollment and orientation of new students
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light
LEGEND ///
fixed furnishings
F1.1 casework (8 LF)
F4 magnetic marker board
F5 tackable wall surface (6 LF minimum)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chair (2)
L5 four-drawer lateral file cabinet with lateral
dividers (2)
L11 adjustable height bookshelves
L12 admin workstation and chair (task)
L13 small table (round)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-10 /// COUNSELOR’S OFFICE
CALMING, GENTLE, SUPPORTIVE, PEACEFUL
150
E-AD-11 /// STUDENT SERVICES
L13 L5
L1 L18 L7
F4 F89
L12F1.1 L11
151
size
150 SF
capacity/users
1-4 people
counselors
psychologist
social worker
students and parents
staff
teachers
ancillary spaces
n/a
spatial relationships
near academic core areas
near staff restrooms
goal
provide a flexible space to accommodate
mental health services, counselors, and
small group meetings
activities
one-on-one counseling
group counseling
parent teacher meetings
mental health services
environmental considerations
windows to provide natural light on an
exterior wall if possible
environmental sound control
uniform and controllable lighting
auditory and visual privacy
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F1.1 casework (12 LF, lockable)
F4 magnetic marker board (6 LF minimum)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chair (2)
L5 four drawer lateral file cabinet with lateral
dividers
L7 teacher’s lockable wardrobe
L11 adjustable height bookshelves
L12 admin workstation and chair (task)
L13 small table (round)
L18 lounge chair (2)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-11 /// STUDENT SERVICES
152
E-AD-12 /// STUDENT SERVICES CONFERENCE
F1.1
F4
F5
L15
L19
F89F110
153
E-AD-12 /// STUDENT SERVICES CONFERENCE
size
200 SF
capacity/users
6-8 people
ancillary spaces
n/a
spatial relationships
adjacent and access to speech and ot/pt
goals
to provide a place for administrative and
student conferences or meetings
activities
conferences with staff, students, parents,
and visitors
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
auditory privacy
windows to provide natural light
LEGEND ///
fixed furnishings
F1.1 casework (base with wall cabinets,
12 LF, lockable)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F89 data drop*
F110 digital monitor
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L15 task chairs (10)
L19 large table
see DGS Waste Guidelines for waste bin
sizing and quantities
F92
F5
L11
L12
L15
L28
L1
L5
L22
F89
F4
154
E-AD-13 /// AFTER SCHOOL PROGRAM OFFICE
155
size
300 SF
capacity/users
2-4 people
ancillary spaces
n/a
spatial relationships
near public use spaces
near gymnasium and student dining area/
multipurpose
access to main corridor
goals
office and storage area for before/after
school program coordinators
activities
administrative duties
storing and retrieving supplies and
equipment
teaching/tutoring and counseling
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
windows to provide natural sunlight
LEGEND ///
fixed furnishings
F4 magnetic marker board (4 LF minimum)
F5 tackable wall surface (4 LF minimum)
F89 data drop*
F92 storage shelving (18” deep)
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chairs (4)
L5 four drawer lateral file cabinet with lateral
dividers
L11 adjustable height bookshelves (12 LF)
L12 admin workstation
L15 task chair
L22 safe
L28 work table
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-13 /// AFTER SCHOOL PROGRAM OFFICE
156
F1.1
F130 L68
F5
F7
F6
L15L13
L18
F4
L67
L28
L15
F89F110
E-AD-14 /// STAFF LOUNGE
M50
157
size
400 SF
capacity/users
10-20 people
ancillary spaces
n/a
spatial relationships
near welcome center
goals
to provide a place for teachers,
administrators, and staff to lounge,
collaborate and eat
activities
a breakout space for teachers,
administrators, and staff to lounge,
collaborate, eat and socialize
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
auditory privacy
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
F1.1 casework (base/wall cabinets and
shelving)
F4 magnetic marker board (6 LF minimum)
F5 tackable wall surface (6 LF minimum)
F6 soap dispenser
F7 towel dispenser
F82 drinking fountain with water bottle filler
F89 data drop*
F110 digital monitor
F130 sink
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L13 small table (square/rectangular, 4 seated,
2+)
L15 task chairs (10-20)
L18 lounge chairs (5)
L28 work table (2) (rectangular along the wall)
L67 microwave
L68 refrigerator / commercial with ice maker
see DGS Waste Guidelines for waste bin
sizing and quantities
AV & IT equipment
M50 large format printer/copier (NIC)**
**confirm location and outlet configuration
with DCPS
E-AD-14 /// STAFF LOUNGE
RELAXING, REVITALIZING, COMMUNAL, SOCIAL
158
F89
F4
F6
F25
F5
F7
F130
F58
L18
L12
L205
L15
L13
L205
F1.1
E-AD-15 /// WELLNESS / LACTATION ROOM
159
size
200 SF
capacity/users
2 people
ancillary spaces
n/a
spatial relationships
near staff lounge
goals
to provide a space for teachers and
administrators wellness needs including
pumping
activities
wellness and pumping
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
at each station
auditory privacy
visual privacy
LEGEND ///
fixed furnishings
F1.1 casework (countertop)
F4 magnetic marker board (4 LF minimum)
F5 tackable wall surface (4 LF minimum)
F6 soap dispenser
F7 paper towel dispenser
F25 curtains - ceiling mounted curtains to
provide privacy
F58 under-counter refrigerator with freezer
F89 data drop*
F130 sink
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L12 admin workstation (2)
L13 small side table
L15 task chair (2)
L18 lounge chair
L205 wall hooks (2 minimum)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-15 /// WELLNESS / LACTATION ROOM
COMFORTABLE, SUPPORTIVE, TRANQUIL
160
F89
L11
L206
L207
E-AD-16 /// RESTORATION ROOM
L13
161
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
near staff lounge
goals
to provide a space for teachers, staff and
administrators designated for relaxation and
restoration
activities
meditation, mindful breathing,
general wellness
environmental considerations
uniform lighting (dimmable light levels)
environmental sound control (water feature,
natural sounds, sound masking)
thermal comfort
nature incorporation
calming colors, textures and forms
visual privacy
electrical outlets
seating arrangements that accommodate a
range of user preferences and activities
(movable and lightweight)
LEGEND ///
fixed furnishings
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L11 adjustable height bookshelf (2)
L13 small side table
L206 meditation chair (2)
L207 yoga mat (2, NIC)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-AD-16 /// RESTORATION ROOM
CALMING, REJUVENATING, NATURAL, UPLIFTING
162
This Page Intentionally Left Blank
163
E-HS /// HEALTH SUITE
WAITING AREA
TREATMENT AREA
COTS
OFFICE
TOILET WITH SHOWER
STORAGE
164
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific
square footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the
capacity model are: 325 students : 51 staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
SPACE QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTY QTY QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
HEALTH SUITE
Waiting Area
Treatment Area
Cots
Office
Toilet with Shower
Storage
TOTAL
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
150
150
100
100
80
25
150
150
100
100
80
25
150
150
100
100
80
25
150
150
100
100
80
25
150
150
100
100
80
25
605
150
150
100
100
80
25
605
150
150
100
100
80
25
605
150
150
100
100
80
25
605
165
// HEALTH SUITE ADJACENCY DIAGRAM
KEY ///
direct access
linked space
enclosed space
open space
This layout suggests programmatic adjacencies. Final
locations to be determined.
WELCOME
CENTER
LOBBY
ADMINISTRATION
SUITE
HEALTH
SUITE
166
E-HS-1 /// WAITING AREA
WAITING
AREA
COTS
TOILET WITH SHOWER
OFFICE
STORAGE
OFFICE
TREATMENT
AREA
L18 L1 L80
F89
L13
F5
167
E-HS-1 /// WAITING AREA
size
150 SF
capacity/users
1-2 people
ancillary spaces
treatment area
storage
spatial relationships
may be located near academic core for
supervision
may be located near administration suite
goals
administrative and meeting area for health
activities
meeting area for students, parents, or
guardians
administrative activities by school nurse
private conversations
environmental considerations
meet current DOH requirements
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
visual and auditory privacy
visual control to welcome center or corridor
electrical outlets with surge protection
thermostatic controls for the health suite
LEGEND ///
fixed furnishings
F5 tackable wall surface (6 LF minimum)
F89 data drop
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable/nesting chairs (2)
L13 small table
L18 lounge chair (non-porous) (4 per every
300 students, 5 minimum)
L80 brochure display stand
see DGS Waste Guidelines for waste bin
sizing and quantities
COMFORTING, LIGHT-FILLED, SOOTHING
168
E-HS-2 /// TREATMENT AREA
L24
L13
L26
L1 L18 L25
F130 F6
F7
F1 F1.1
F5
F25
F121
L70
F116 F89
L226
L250
169
size
150 SF
capacity/users
1-2 people
ancillary spaces
waiting area
cots
office
toilet
storage
spatial relationships
near welcome center
near lobby entrance
goals
provide school based health services
activities
first aid
consultation with students
health screening
medical treatments
medication administration
student resting while awaiting pick-up by
parent or guardian
environmental considerations
meet current DOH requirements
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
auditory and visual privacy
stain resistant floor covering
sink with hot and cold water
adequate ventilation
locate away from rooms with copiers,
interferes with hearing screening
visual control to waiting area, welcome
center, and cots.
all surfaces and furnishings should be non-
porous for easy cleaning
all doors should be locked for privacy, but
should be lockable from the outside with a
key
natural lighting
electrical outlets with surge protections
coordinate lighting to allow for viewing of
injuries, rashes, etc.
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (place for
refrigerator connected to back-up
generator, lockable)
F1.1 casework (seamless non-porous
counter)
F5 tackable wall surface (6 LF minimum)
F6 soap dispenser
F7 towel dispenser
F25 treatment cubicle curtains - ceiling
mounted curtains to provide privacy
to each cot. Must be easily removable for
cleaning; solid panel for privacy with mesh
at top for ventilation
F89 data drop
F116 sink mounted eye washing station
F121 wall-mounted medication cabinet
(lockable)
F130 sink
loose furnishings
L1 stackable/nesting chairs (2-3)
L13 small table
L18 lounge chairs
L24 mobile exam table
L25 nurse stool
L26 refrigerator (lockable)
L70 ice maker
L226 first aid/itinerant station
L250 waste bin with lid (pedal controlled)
E-HS-2 /// TREATMENT AREA
COMFORTING, CALMING, PROTECTIVE, RESTORATIVE
170
E-HS-3 /// COTS
F25
L1
L27
COMFORTING, CALMING, PROTECTIVE, RESTORATIVE
171
size
100 SF
capacity
2-4 people
ancillary spaces
located near the toilet in the health suite
spatial relationships
located within health suite
near welcome center
near lobby entrance
goals
to provide school based health services
activities
a resting place for students and staff when
feeling ill
environmental considerations
meet current DOH requirements
uniform lighting, areas of soft lighting
environmental sound control
stain resistant floor covering
visual and auditory privacy
adequate ventilation
visual control from office and waiting or
welcome center
adjustable overhead lighting
electrical outlets with surge protection
LEGEND ///
fixed furnishings
F25 treatment cubicle curtains - Ceiling
mounted curtains to provide privacy to
each cot. Must be easily removable for
cleaning; solid panel for privacy with mesh
at top for ventilation
loose furnishings
L1 stackable/nesting chairs (2)
L27 health suite cot (1 per every 300
students, 2 minimum)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-HS-3 /// COTS
172
E-HS-4 /// OFFICE
F5
L11 L5
L1 L12
F89
173
E-HS-4 /// OFFICE
size
100 SF
capacity/users
1-3 people
ancillary spaces
treatment area
storage
spatial relationships
located within health suite
goals
to provide an office for the school nurse to
meet with parents, students, and teachers
to provide an office for the school nurse
to perform administrative functions
activities
conferences with parents
student interaction
conferences with individual teachers or small
groups
telephone communications (private)
research and planning
coordination of school and support services
environmental considerations
meet current DOH requirements
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
windows to provide natural sunlight,
desirable
auditory privacy
visibility to cot area (with privacy blinds)
visual connection to welcome center and/or
corridor, if possible
LEGEND ///
fixed furnishings
F5 tackable wall surface (4 LF minimum)
F89 data drop
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chairs (2)
L5 four drawer lateral file cabinet with lateral
dividers (lockable)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair (task)
see DGS Waste Guidelines for waste bin
sizing and quantities
174
E-HS-5 /// TOILET WITH SHOWER
F29
F18F14 F6
F115
F103
F7
F75
F74
F19
F102
F30
F76
F120
175
size
80 SF
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
located within health suite
goals
provide a private bathroom for health suite
activities
personal and health needs for the health
suite
changing clothes
environmental considerations
meet current DOH requirements
uniform and controllable lighting
environmental sound control
adequate exhaust/ventilation
moisture- and stain- resistant finishes
electrical outlets with surge protection
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F14 grab bars
F18 mirror
F19 toilet tissue holder
F29 ADA shower accessories
F30 bathroom sink
F74 coat hook-bathroom accessory
F75 sanitary napkin/tampon dispenser
F76 sanitary napkin/tampon disposal
F102 toilet
F103 floor drain
F115 hand dryer
F120 floating shelf
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
E-HS-5 /// TOILET WITH SHOWER
176
E-HS-6 /// STORAGE
F90
F92
177
size
25 SF
capacity/users
1 person
ancillary spaces
located near the toilet in the health suite
spatial relationships
adjacent and access to the waiting area
goals
to provide storage for medical supplies and
equipment
activities
storing chemicals, equipment, and supplies
environmental considerations
meet current DOH requirements
uniform lighting
security of equipment, supplies, and
medicine
security of door
electrical outlets with surge protection
LEGEND ///
fixed furnishings
F90 storage shelving (12” deep)
F92 storage shelving (18” deep)
loose furnishings
n/a
E-HS-6 /// STORAGE
178
This Page Intentionally Left Blank
179
E-SD /// STUDENT DINING
STUDENT DINING
CHAIR / TABLE STORAGE
KITCHEN / FOOD PREPARATION
SERVING AREA
DRY FOOD STORAGE
FREEZER / COOLER
WARE WASHING
CLEANING STORAGE
FOOD SERVICE OFFICE
TOILET / LOCKERS
180
Comments //
*Space program has been designed to accommodate a full-service kitchen. Space program should be confirmed by food service professional at time of site-
specific Ed Spec development.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific square footage
requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity model are:
325 students : 51 staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
SPACE QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTY QTY QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
STUDENT DINING
Student Dining
Chair / Table Storage
Kitchen / Food Preparation*
Serving Area
Dry Food Storage
Freezer / Cooler
Ware Washing
Cleaning Storage
Food Service Office
Toilet / Lockers
TOTAL
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
2,030
225
650
275
250
250
100
60
150
150
2,500
225
650
275
250
250
100
60
150
150
3,125
225
650
300
300
250
150
60
150
150
4,375
225
650
400
350
250
200
60
150
150
2,030
225
650
275
250
250
100
60
150
150
4,160
2,500
225
650
275
250
250
100
60
150
150
4,610
3,125
225
650
300
300
250
150
60
150
150
5,360
4,375
225
650
400
350
250
200
60
150
150
6,810
181
STUDENT DINING ADJACENCY DIAGRAM
STUDENT DINING
KITCHEN/
FOOD
PREPARATION
SERVING
AREA
CHAIR/
TABLE
STORAGE
FOOD
SERVICE
OFFICE
TOILET /
LOCKERS
SHARED
OUTDOOR
LOADING
DECK
DRY FOOD
STORAGE
FREEZER /
COOLER
CLEANING
STORAGE
WARE
WASHING
EXTERIOR
KEY ///
direct access
linked space
enclosed space
open space
This layout suggests programmatic adjacencies.
Final locations to be determined.
STAGE
F89
182
L99L98
L230
L100
E-SD-1 /// STUDENT DINING
CHAIR STORAGE
FOOD PREP AND
SERVING AREA
OUTSIDE
L39
L41
F4
F64F6
F7
F9
F65
L40
F4
F8
F203
F46
183
E-SD-1 /// STUDENT DINING
size
2,030-4,375 SF
capacity/users
1/3 of capacity per lunch period
3-6 staff members
members of community (after hours)
ancillary spaces
stage
chair/table storage
serving area
spatial relationships
access to outdoors
centrally located
near parking and entry to building
near restrooms
goals
to provide a pleasant atmosphere for
students to eat meals (assume population
served over three lunch periods)
to provide a flexible meeting space for
groups
activities
student dining
school and community programs
meetings, instruction, and activities
environmental considerations
uniform and controllable lighting
adequate ventilation
electrical outlets for equipment
environmental sound control
higher than normal ceiling height
electrical outlets for activities
provide sound system
provide large motorized projection screen
with ceiling mounted projector
configure larger spaces to manage sound
and for multiple users
cleanable building surfaces
good sight lines to all areas of the room
for supervision
window treatment: sunscreen shadecloth
and room darkening shadecloth
outlets and data ports for food bars and
point of sale locations; flush to ground
with cover
natural daylight
sinks near/at entry
exterior dining opportunities
outdoor dining area
ceiling mounted projector and screen not
required where provided at stage
adjacent to student dining
INVITING, SPIRITED, COMMUNAL, SOCIAL
184
E-SD-1 /// STUDENT DINING
LEGEND ///
fixed furnishings
F4 magnetic marker board (one wall
- 16 LF with electric outlet below)
F6 soap dispenser
F7 towel dispenser
F8 wall-mounted interactive electronic
presentation device
F9 sinks (2)
F46 motorized projection screen
F64 filtered water fountain with bubbler and
bottle filler
F65 recycling center (work with food service
staff on location and design)
F89 data drop
F203 ceiling mounted projector
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L39 cafeteria tables (tables and seating
to accommodate 1/3 of school capacity-
vary seating options and heights)
L40 point of sale station
L41 chair dollies
L98 recycling bins
L99 composting bins
L100 waste bins
L230 outdoor furniture (26 seats minimum,
does not contribute to overall dining
capacity)
see DGS Waste Guidelines for waste bin
sizing and quantities
185
E-SD-1 /// STUDENT DINING
This Page Intentionally Left Blank
186
E-SD-4 /// CHAIR / TABLE STORAGE
L41L1
187
size
225 SF
capacity/users
2 people
ancillary spaces
student dining
spatial relationships
may provide back of stage access
goals
to provide convenient storage of dining chairs
and tables to be used for meetings and
performances
activities
storage
environmental considerations
uniform lighting
cleanable and resilient building surfaces
accessibility for moving furniture in and out
LEGEND ///
fixed furnishings
n/a
loose furnishings
L1 stackable/nesting chair (stacked)
L41 chair dollies
see DGS Waste Guidelines for waste bin
sizing and quantities
E-SD-4 /// CHAIR / TABLE STORAGE
188
L102
F103
F38
F33
F69
F34 F41F6
F68F7
F66
F36
F39 F70
F40
F90
F92
DRY FOOD
STORAGE
DINING /
MULTIPURPOSE
CLEANING
STORAGE
FREEZERCOOLER
FOOD SERVICE
OFFICE
F67
F114
E-SD-5 /// KITCHEN / FOOD PREPARATION
189
size
650 SF
capacity/users
15-25 people
ancillary spaces
student dining area
spatial relationships
near loading dock to permit truck access to
docking and storage areas (site specific)
adjacent and access to student dining
near dumpsters
cafeteria serving arrangement
goals
to prepare student meals
activities
preparation of student meals
environmental considerations
uniform lighting
durable seamless flooring
proper ventilation of space to remove cooking
odors
cleanable building surfaces
electrical/plumbing/mechanical
connection for food service equipment
appropriate drainage
natural daylight
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F33 pot washing sinks
F34 food preparation sink
F36 work tables
F38 refrigeration/reach-ins
F39 mop sink
F40 chemical storage
F41 exhaust hood system
F66 oven
F67 convection steamer
F68 range
F69 ware washing machine
F70 mop rack
F90 storage shelving (12” deep)
F92 storage shelving (18” deep)
F103 floor drain
F114 warming cabinet
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
E-SD-5 /// KITCHEN / FOOD PREPARATION
phones, desktop computers, and fax
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
loose furnishings
L102 waste bins with lids (pedal controlled)
see DGS Waste Guidelines for waste bin
sizing and quantities
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
190
E-SD-6 /// SERVING AREA
SERVING 1
SERVING 2
F42 F47
F110
F42 F47
L93
L40
F89
191
E-SD-6 /// SERVING AREA
WELCOMING, ENGAGING, ENERGETIC, INTERACTIVE
size
275-400 SF
capacity/users
6-8 people
ancillary spaces
student dining
kitchen/food preparation
spatial relationships
beginning of serving line should be near
entry door of student dining
goals
to provide serving station for those seeking
meals or snacks
activities
opportunities for education
serving food
environmental considerations
uniform and controllable lighting
cleanable building surfaces
electrical connections for food service
equipment
adequate ventilation
to be secured when not in use
over-head coiling doors with glazed visibility
preferred
LEGEND ///
fixed furnishings
F42 drop-in individual controlled heated
electric food wells and full service sneeze
guard (student height) with over shelf
F47 drop-in self contained refrigerator cold
pan for side items (counter and sneeze
guards are lower than normal for better
viewing and service to elementary
students)
F89 data drop*
F110 digital monitor to face Student Dining
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
loose furnishings
L40 point of sale station
L93 milk coolers
see DGS Waste Guidelines for waste bin
sizing and quantities
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
192
E-SD-7 /// DRY FOOD STORAGE
F12
F12
193
size
250-350 SF
capacity/users
2 people
ancillary spaces
n/a
spatial relationships
near supply storage/receiving
adjacent and access to food prep area
goals
to provide an area for food storage
activities
storage
environmental considerations
uniform lighting
cleanable building surfaces
adequate ventilation
LEGEND ///
fixed furnishings
F12 rust resistant shelving and dunnage
racks (24” deep)
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
E-SD-7 /// DRY FOOD STORAGE
194
FOOD PREPARATION
AREA
E-SD-8 /// FREEZER / COOLER
COOLER
FREEZER
F12
F12
195
size
250 SF
confirm required SF with DCPS Food and
Nutrition Services
capacity/users
2 people
ancillary spaces
n/a
spatial relationships
adjacent and access to food prep area
near the supply storage/receiving
goals
to provide space for manufactured freezer
and refrigerator units to store food for short
periods of time
activities
cold food storage
environmental considerations
uniform lighting
ventilation for refrigeration machinery
equipment
cleanable building surfaces
floor to be flush with adjacent kitchen floor
electrical service for refrigeration equipment
LEGEND ///
fixed furnishings
F12 rust resistant shelving and
dunnage racks (24” deep)
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
loose furnishings
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
E-SD-8 /// FREEZER / COOLER
196
E-SD-9 /// WARE WASHING
STUDENT DINING
F12
NOTE //
This is an example of a ware washing area. Food service equipment will vary
from school to school; confirm requirements with DCPS Office of Food and
Nutrition Services.
197
E-SD-9 /// WARE WASHING
size
100-200 SF
capacity/users
1 person
ancillary spaces
kitchen/food preparation
spatial relationships
adjacent and access to food prep area
near the supply storage/receiving
goals
to clean food service equipment
activities
space and equipment to scrape, wash, dry,
and store food service equipment
environmental considerations
uniform lighting
ventilation to remove steam and
condensation
cleanable building surfaces
floor to be flush with adjacent kitchen floor
electrical service for refrigeration equipment
LEGEND ///
fixed furnishings
F12 rust resistant shelving and
dunnage racks (24” deep)
confirm required furnishings with DCPS Food
and Nutrition Services and Department of
Health
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
198
E-SD-10 /// CLEANING STORAGE
F9.2
F39 F70
199
size
60 SF
capacity/users
1 person
ancillary spaces
kitchen/food preparation
spatial relationships
near the supply storage/receiving
goals
to store chemicals used in cleaning and
maintaining kitchen
activities
storing chemicals and equipment
environmental considerations
uniform lighting
cleanable building surfaces
sensors for spilled chemicals
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F9.2 rust resistant shelving
F39 mop sink
F70 mop rack
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
E-SD-10 /// CLEANING STORAGE
200
E-SD-11 /// FOOD SERVICE OFFICE
F5
L11
L1 L12
KITCHEN
L5
F89
201
size
150 SF
capacity/users
2-3 people
ancillary spaces
kitchen/food preparation
spatial relationships
adjacent and access to kitchen
goals
to provide an area to keep records and
conduct business
activities
scheduling
administrative duties
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
view of the kitchen
LEGEND ///
fixed furnishings
F5 tackable wall surface
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chairs (2)
L5 four drawer lateral file cabinet with lateral
dividers (lockable)
L11 adjustable height bookshelves
L12 admin workstation and chair (task)
see DGS Waste Guidelines for waste bin
sizing and quantities
E-SD-11 /// FOOD SERVICE OFFICE
202
L102
F103
KITCHEN F18
F14
F6
F115F55
F7
F76F74 F75F50
F19
F102
F30
E-SD-12 /// TOILET / LOCKERS
F120
203
size
150 SF
capacity/users
3-4 people
ancillary spaces
n/a
spatial relationships
located near kitchen/food prep and food
service office
goals
to provide adequate space to kitchen staff for
their health needs
activities
personal and health needs for the kitchen
staff
changing clothing
environmental considerations
uniform lighting
environmental sound control
moisture- and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F14 36” and 42”grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F50 lockers
F55 locker bench
F74 coat hook-bathroom accessory
F75 sanitary napkin/tampon dispenser
F76 sanitary napkin/tampon disposal
F102 toilet
F103 floor drain
F115 hand dryer
F120 floating shelf
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
loose furnishings
L102 waste bins with lids
see DGS Waste Guidelines for waste bin
sizing and quantities
confirm required furnishings with DCPS
Food and Nutrition Services and
Department of Health
E-SD-12 /// TOILET / LOCKERS
204
This Page Intentionally Left Blank
205
E-BS /// BUILDING SERVICES
SUPPLY STORAGE
TOILET / SHOWER / LOCKER ROOM
CUSTODIAL OFFICE
MULTI-USER RESTROOM
CUSTODIAL CLOSET
ELECTRICAL CLOSET
MDF ROOM
IDF ROOM
CORRIDORS
MECHANICAL / ELECTRICAL SPACE / DECKS
CUSTODIAL EQUIPMENT STORAGE
CENTRAL STORAGE AREA
RECEIVING AREA
SINGLE-USER RESTROOM
FAMILY RESTROOM
LAUNDRY ROOM
STAFF LOCKER / RESTROOM SUITE
ATTIC STOCK STORAGE ROOM
BUILDING MANAGER OFFICE
206
SPACE QTY
325 STUDENTS 400 STUDENTS 500 STUDENTS 700 STUDENTS
QTY QTY QTYSF SF SF SFTOTAL TOTAL TOTAL TOTAL
BUILDING SERVICES
Supply Storage
Toilet/Shower/Locker Room
Custodial Office
Multi-User Restroom*
Custodial Closet
Electrical Closet*
MDF Room
IDF Room
Corridors*
Mechanical/Electrical
Space/Decks*
Custodial Equipment Storage
Central Storage Area
Receiving Area
Single-User Restroom*
Family Restroom*
Laundry Room
Staff Locker/Restroom Suite
Attic Stock Storage Room
Building Manager Office
TOTAL
1
1
1
--
7
--
1
1
--
--
1
1
1
--
--
1
1
1
1
1
1
1
--
7
--
1
1
--
--
1
1
1
--
--
1
1
1
1
1
1
1
--
9
--
1
1
--
--
1
1
1
--
--
1
1
1
1
1
1
1
--
11
--
1
1
--
--
1
1
1
--
--
1
1
1
1
150
150
225
--
25
--
200
150
--
--
300
--
150
65
80
80
150
250
75
150
150
225
--
25
--
200
150
--
--
300
--
150
65
80
80
150
250
75
150
150
225
--
25
--
200
150
--
--
300
--
150
65
80
80
150
250
75
150
150
225
--
25
--
200
150
--
--
300
--
150
65
85
80
150
250
75
150
150
225
--
175
--
200
150
--
--
300
--
150
--
--
80
150
250
75
2,055
150
150
225
--
175
--
200
150
--
--
300
--
150
--
--
80
150
250
75
2,055
150
150
225
--
225
--
200
150
--
--
300
--
150
--
--
80
150
250
75
2,105
150
150
225
--
275
--
200
150
--
--
300
--
150
--
--
80
150
250
75
2,155
Comments //
*The size and/or quantity of these spaces to be determined through site specific Ed Spec and design, included as part of Gross Up in prototype.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific square
footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity model are: 325
students : 51 staff; 400 students : 57 staff; 500 students : 66 staff; 700 students: 81 staff.
207207This layout suggests programmatic adjacencies.
Final locations to be determined.
BUILDING SERVICES ADJACENCY DIAGRAM
MULTI-USER
RESTROOM
** LOCATED THROUGHOUT BUILDING
** LOCATED THROUGHOUT BUILDING
CORE ACADEMICS
ACCESS TO
ALL BUILDING
OCCUPANTS
TEACHER
PREP AREAS /
WORKROOMSADMINISTRATION
PUBLIC AREAS
[STUDENT DINING
GYM]
CUSTODIAL
CLOSET
SINGLE-USER
RESTROOM
FAMILY
RESTROOM
KEY ///
direct access
linked space
enclosed space
open space
MDF
ROOM
LAUNDRY
ROOM
IDF
ROOM**
208
E-BS-1 /// SUPPLY STORAGE
SERVICE COURTYARD
CORRIDOR
CUSTODIAL OFFICE
TOILET / LOCKER /
SHOWER
F3
F3
F3 L36
L41L46
F89
209
size
150 SF
capacity/users
2-4 people
ancillary spaces
n/a
spatial relationships
adjacent and access to loading dock area
and service courtyard
access to corridor
adjacent and access to custodial office
adjacent and access to toilet/shower/locker
room
goals
to store supplies and receive supplies
activities
storage
environmental considerations
supplement heating source
double door with removable mullions
overhead door to service courtyard
LEGEND ///
fixed furnishings
F3 wall shelving (84” high x 36” deep)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L36 flammables storage
L41 chair dollies
L46 step ladder
see DGS Waste Guidelines for waste bin
sizing and quantities
E-BS-1 /// SUPPLY STORAGE
210
F29
F18
F14
F6
F115F55
F103
F7
F76
F74F50
F19
F102
F30
E-BS-2 /// TOILET / SHOWER / LOCKER ROOM
F120
F1.1
211
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
located near custodial area
goals
to provide adequate space to custodial staff
for their health needs
activities
personal and health needs for the custodial
staff
changing clothing
environmental considerations
uniform lighting
environmental sound control
moisture- and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (narrow countertop)
F6 soap dispenser
F7 towel dispenser
F14 grab bars
F18 mirror
F19 toilet tissue holder
F29 ADA shower accessories
F30 bathroom sink
F50 lockers (5-10)
F55 locker bench
F74 coat hook-bathroom accessory
F76 sanitary napkin/tampon disposal
F102 toilet
F103 floor drain
F115 hand dryer
F120 floating shelf
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
RESTORATIVE, RELAXING, CALMING
E-BS-2 /// TOILET / SHOWER / LOCKER ROOM
E-BS-3 /// CUSTODIAL OFFICE
CORRIDOR
SUPPLY / STORAGE / RECEIVING
F1.1
F5F4
L5
L12
L5
L12
L1
L13
L11
F89
212
213
size
225 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
adjacent and access to supply storage/
receiving
access to corridor
near custodial toilet
goals
to provide an area to keep records and
conduct business
activities
conferences with staff and other visitors
telephone calls
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
view of the kitchen
LEGEND ///
fixed furnishings
F1.1 casework (8 LF)
F4 magnetic marker board (4 LF minimum)
F5 tackable wall surface (4 LF minimum)
F89 data drop*
*coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L1 stackable chair (2)
L5 four drawer lateral file cabinet with lateral
dividers (2)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and task chair (2)
L13 small table
see DGS Waste Guidelines for waste bin
sizing and quantities
E-BS-3 /// CUSTODIAL OFFICE
F30
F6
F18
F115
F51
F14
F19
F102
F120
F76
F103
F75
F7
F30
F6
F7
F18
F102 F14
F19
F76
214
E-BS-4 /// MULTI-USER RESTROOM
215
capacity/users
students
ancillary spaces
n/a
spatial relationships
near student dining
near public use areas, such as media center
and gymnasium
near academic core areas throughout the
building
goals
provide a restroom to students
activities
personal and health needs for the students
environmental considerations
uniform lighting
environmental sound control
moisture- and stain-resistant finishes
adequate exhaust/ventilation
natural daylight (maintain privacy)
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F14 grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F51 toilet partitions
F74 coat hook - bathroom accessory
(in every stall)
F75 sanitary napkin dispenser
(one per group restroom)
F76 sanitary napkin disposal (in every stall)
F102 toilet
F103 floor drain
F115 hand dryer (2), 1 ADA compliant
F120 floating shelves
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
WELCOMING, ACCOMMODATING, COMFORTABLE, REVITALIZING
E-BS-4 /// MULTI-USER RESTROOM
216
F3
F39
F103
F138
E-BS-5 /// CUSTODIAL CLOSET
217
size
25 SF
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
near large group restrooms
goals
to provide storage for custodial supplies
activities
storage for custodial supplies throughout
the building
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
adequate drainage
LEGEND ///
fixed furnishings
F3 wall shelving
F39 mop sink with hose
F103 floor drain
F138 bottle/chemical caddy storage on wall
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
E-BS-5 /// CUSTODIAL CLOSET
218
E-BS-6 /// ELECTRICAL CLOSET
F80
219
E-BS-6 /// ELECTRICAL CLOSET
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
dispersed throughout the academic core
areas
goals
provide a safe space for electrical wiring and
panels
activities
space for electrical wiring and panels
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
F80 electrical panel
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
220
F89
8’-0” MINIMUM
8’-0” MINIMUM
6” MIN36” MIN
36” MIN 36” MIN
M16
E-BS-7 /// MDF ROOM
221
size
200 SF MINIMUM
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
n/a
goals
space for technology needs*
*reference latest OCTO standards to
determine SF
activities
storage
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
F89 data drop**
**coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
AV & IT equipment
M16 telecommunications rack (6” organizers
between all racks)***
***reference OCTO standards
E-BS-7 /// MDF ROOM
222
E-BS-7A /// IDF ROOM
F89
M16
223
E-BS-7A /// IDF ROOM
size
100 SF MINIMUM
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
n/a
goals
space for technology needs*
*reference latest OCTO standards to
determine SF
activities
storage
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
F89 data drop**
**coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
AV & IT equipment
M16 telecommunications rack (6” organizers
between all racks)***
***reference OCTO standards
224
E-BS-8 /// CORRIDORS
F53
F110F79 F71
F52F8 F72 F79
F53
F72
225
E-BS-8 /// CORRIDORS
activities
circulation space
displaying student work, instructional
material, and information
LEGEND ///
fixed furnishings
F8 wall-mounted interactive electronic
presentation device
(1-2 locations per building)
F52 fire extinguisher
F53 recessed floor mats
F71 tack board
F72 display cases
F79 tackable wall surface
(boards or tack strips) with display space
for each classroom
F110 digital monitor
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
environmental considerations
corridors shall be a minimum of 8 feet wide;
some areas of natural light is desirable; the
designer should minimize long corridors
lined with classroom doors
extended learning areas are in addition to
the minimum above and must not intrude
into the egress pathway. Seating areas
in extended learning areas must meet fire
code.
lobbies are in addition to the circulation
requirement.
instructional and activity areas shall be
accessible by corridors without passing
through another instructional or activity
area.
the corridors are to meet the egress
requirements of applicable codes.
stairs, ramps, and elevators are included
under the corridor category.
it is recommended that stairs in multi-story
buildings not be enclosed unless required
by code. However, such a design should
not allow students to lean over railings
or put arms/legs through posts. Confirm
railing heights.
OPEN, ACTIVE, TRANSPARENT, LIVELY, SPIRITED
226
EXTERIOR
E-BS-9 /// MECHANICAL / ELECTRICAL SPACE / DECKS
227
capacity/users
based on the size of the program
ancillary spaces
n/a
spatial relationships
accessible for maintenance and repair
access to outside
isolate from main area of building
near loading/receiving area
near custodial area
goals
storage for mechanical and electrical
equipment
activities
space for mechanical and electrical
equipment
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
n/a
loose furnishings
n/a
E-BS-9 /// MECHANICAL / ELECTRICAL SPACE / DECKS
228
E-BS-10 /// CUSTODIAL EQUIPMENT STORAGE
F3
EXTERIOR
229
size
300 SFcapacity/users3-4 peopleancillary spaces n/aspatial relationshipsaccessible for maintenance and repairaccess to outsideisolate from main area of buildingnear loading/receiving areanear custodial areagoals
storage for custodial equipment and
supplies
activitiesnear custodial workroomnear custodial officedirect access to outdoorsenvironmental considerations
fire rateduniform lighting environmental sound controlelectrical outlets for equipment
LEGEND ///
fi xed furnishings
F3 wall shelving (10’-16’, depth may vary)
(all walls)
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
E-BS-10 /// CUSTODIAL EQUIPMENT STORAGE
230
F3CORRIDOR
E-BS-11 /// CENTRAL STORAGE AREA
231
size
per Ed Spec
capacity/users
3-4 people
ancillary spaces
n/a
spatial relationships
near loading/receiving area
direct access to building circulation
goals
storage of supplies
activities
storage for paper products, utensils,
supplies. etc., to be used throughout the
entire building
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
F3 wall shelving (26’-32’, depth may vary)
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
E-BS-11 /// CENTRAL STORAGE AREA
232
F73
EXTERIOR
E-BS-12 /// RECEIVING AREA
233
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
near food service spaces
near central storage area
near mechanical room
adjacent to loading dock
goals
area to load and receive supplies and food
activities
delivery of materials and goods to be used
throughout the building
environmental Considerations
uniform lighting
appropriate drainage
hose bib
LEGEND ///
fixed furnishings
F73 loading dock levelers and dock bumpers
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
E-BS-12 /// RECEIVING AREA
234
F102
F103
F115
F7
F74
F19
F14
F75
F14F6F18
F30
E-BS-13 /// ALL GENDER RESTROOM
F76
F120
235
size
65 SF
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
n/a
goals
provide a private bathroom
activities
n/a
environmental considerations
uniform lighting
environmental sound control
moisture- and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F14 grab bars
F18 mirror
F19 toilet tissue holder
F30 bathrooom sink
F74 coat hook-bathroom accessory
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F102 toilet
F103 floor drain
F115 hand dryer
F120 floating shelf
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
COMFORTABLE, RELAXING, CALMING, SECURE
E-BS-13 /// SINGLE-USER RESTROOM
236
F103
F19
F75F115 F74
F14 F76 F77
F7
F6
F18
F78
F30
F102
E-BS-14 /// FAMILY RESTROOM
F120
237
size
80 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
located in the administrative area, but
accessible to all building occupants
goals
provide a private bathroom for families
activities
personal health and handicap needs for all
building occupants
environmental considerations
uniform lighting
environmental sound control
moisture- and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F14 grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F74 coat hook-bathroom accessory
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F77 mounted child seat
F78 child changing station
F102 toilet
F103 floor drain
F115 hand dryer
F120 floating shelf
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
WELCOMING, ACCOMMODATING, COMFORTABLE
E-BS-14 /// FAMILY RESTROOM
238
E-BS-16 /// LAUNDRY ROOM
F3
F103
L83 L84
L82
F112
239
size
80 SF
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
near custodial office
near ECE (Pre-K) Academic Areas
goals
laundry services
activities
laundry services
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
secure and lockable door
venting for equipment
plumbing connections for equipment
LEGEND ///
fixed furnishings
F3 wall shelving (10’-16’, depth may vary)
F103 floor drain
F112 laundry sink
loose furnishings
L82 hamper
L83 washer
L84 dryer
see DGS Waste Guidelines for waste bin
sizing and quantities
E-BS-16 /// LAUNDRY ROOM
240
E-BS-17 /// STAFF LOCKER / RESTROOM SUITE
F29
F18
F14
F6
F115F55
F103
F7
F76
F74F50
F19
F102
F30F120
F1.1
241
E-BS-17 /// STAFF LOCKER / RESTROOM SUITE
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
located near administrative area or staff entry
goals
to provide adequate space to staff for their
health needs
activities
personal and health needs for staff
changing clothing
environmental considerations
uniform lighting
environmental sound control
moisture- and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (narrow countertop)
F6 soap dispenser
F7 towel dispenser
F14 grab bars
F18 mirror
F19 toilet tissue holder
F29 ADA shower accessories
F30 bathroom sink
F50 lockers (5-10)
F55 locker bench
F74 coat hook-bathroom accessory
F76 sanitary napkin/tampon disposal
F102 toilet
F103 floor drain
F115 hand dryer
F120 floating shelves
loose furnishings
see DGS Waste Guidelines for waste bin
sizing and quantities
242
E-BS-18 /// ATTIC STOCK STORAGE ROOM
EXTERIOR
F3
243
E-BS-18 /// ATTIC STOCK STORAGE ROOM
size
250 SF
capacity/users
3-4 people
ancillary spaces
n/a
spatial relationships
accessible for maintenance and repair
access to outside if possible
isolate from main area of building
near loading/receiving area
goals
storage for attic stock for repairs/
replacement
activities
storage for attic stock
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
keyed to DGS maintenance
LEGEND ///
fixed furnishings
F3 wall shelving (10’-16’, depth may vary)
(all walls)
loose furnishings
n/a
244
E-BS-19 /// BUILDING MANAGER OFFICE
F5
F89F4
L5
L12
L7
L11
245
E-BS-19 /// BUILDING MANAGER OFFICE
size
75 SF
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
access to corridor
goals
to provide an area to conduct business
activities
scheduling
planning
meetings/teleconference
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light, desirable
auditory privacy
LEGEND ///
fixed furnishings
F4 magnetic marker board (6 LF)
F5 tackable wall surface (4 LF)
F89 data drop
coordinate with DCPS on latest IT
infrastructure requirements for data drops,
phones, desktop computers, and fax
loose furnishings
L5 four drawer lateral file cabinet with lateral
dividers
L7 teacher lockable wardrobe (18”x18”)
L11 adjustable height bookshelves
L12 admin workstation and task chair
see DGS Waste Guidelines for waste bin
sizing and quantities
C
MIDDLE SCHOOL
PROTOTYPE PROGRAM
EDUCATIONAL SPECIFICATIONS
PS
D
2
TABLE OF CONTENTS
3
ACADEMIC CORE AREA
M-ACA Space Program 8
M-ACA Adjacency Diagram 9
M-ACA-1 Grades 6-8 Classroom 10
M-ACA-2 Science Classroom / Lab 12
M-ACA-3 Science Prep./Storage 14
M-ACA-4 Technology Lab A (Messy) 16
M-ACA-5 Technology Lab B (Clean) 18
M-ACA-6 Technology Storage 22
M-ACA-7 Resource / Small Group
Room
24
M-ACA-8 Self Contained Classroom 26
M-ACA-9 Speech / OT / PT 30
M-ACA-10 Speech / OT / PT Storage 32
M-ACA-11 Daily Living Kitchen 34
M-ACA-12 Independent Area 36
M-ACA-13 Special Education
Coordinator Office
38
M-ACA-14 Student Services Office 40
M-ACA-15 Teacher Collaboration Room 42
M-ACA-16 Textbook / Cart Storage 44
M-ACA-17 Alternative Attendance
Center
46
M-ACA-18 Alternative Attendance
Center Office
48
M-ACA-19 Outdoor Classroom 50
M-ACA-20 Gardens 52
LIBRARY
M-LIB Space Program 56
M-LIB Adjacency Diagram 57
M-LIB-1 Reading / Learning /
Circulation Room
58
M-LIB-2 Makerspace 62
M-LIB-3 Small Group / Conference
Room
64
M-LIB-4 Combined Office / Workroom 66
M-LIB-5 Storage 68
M-LIB-6 Device Charging Room 70
VISUAL ARTS
M-VA Space Program 74
M-VA Adjacency Diagram 75
M-VA-1 Art Lab 76
M-VA-2 Kiln Room 78
M-VA-3 Art Storage 80
PERFORMING ARTS
M-PA Space Program 84
M-PA Adjacency Diagram 85
M-PA-1 Auditorium 86
M-PA-2 Stage 88
M-PA-3 Ticket Booth/Box office 90
M-PA-4 Control Room 92
M-PA-5 Scene Shop 94
M-PA-6 Storage 96
M-PA-7 Instrumental Room 98
M-PA-8 Choral Room 100
M-PA-9 Practice Room 102
M-PA-10 Music Library 104
M-PA-11 Instrument / Uniform Storage 106
M-PA-12 Choral Storage 108
M-PA-13 Robe Storage 110
M-PA-14 Black Box Theater 112
M-PA-15 Dance Studio 114
PHYSICAL EDUCATION
M-PE Space Program 124
M-PE Adjacency Diagram 124
M-PE-1 Gymnasium 120
M-PE-2 Health Classroom 122
M-PE-3 Fitness Room 124
M-PE-4 Training Room 126
M-PE-5 Locker Room/Showers 128
M-PE-6 Office 130
TABLE OF CONTENTS
4
TABLE OF CONTENTS (continued)
BUILDING SERVICES
M-BS Space Program 214
M-BS Adjacency Diagram 215
M-BS-1 Supply Storage 216
M-BS-2 Toilet/Shower/Locker Room 218
M-BS-3 Custodial / DGS Office 220
M-BS-4 Large Group Restrooms 222
M-BS-5 Custodial Closet 224
M-BS-6 Electrical Closet 226
M-BS-7 Telecommunications Room 228
M-BS-8 Corridors 230
M-BS-9 Storage Area 232
M-BS-10 Mechanical / Electrical Space
/ Decks
234
M-BS-11 Outdoor Custodial Equipment
Storage Area
236
M-BS-12 Central Storage Area 238
M-BS-13 Receiving Area 240
M-BS-14 Staff Restroom 242
M-BS-15 Family Restroom 244
M-BS-16 Technology Storage 246
M-BS-17 Engineering Office 248
M-BS-18 Engineering Storage 250
M-BS-19 Loading Dock 252
M-PE-7 Laundry 132
M-PE-8 Equipment Storage 134
M-PE-9 Uniform Storage 136
ADMINISTRATIVE SPACES
M-AD Space Program 140
M-AD Adjacency Diagram 141
M-AD-1 Entrance Lobby 142
M-AD-2 Welcome Center 144
M-AD-3 Security Area 146
M-AD-4 Conference Room 148
M-AD-5 Principal's Office 150
M-AD-6 Administrative Office 152
M-AD-7 Administrative Workroom 154
M-AD-8 Records Room 156
M-AD-9 Parent Resource Center 158
M-AD-10 Counselor’s Office 160
M-AD-11 Student Services Conference 162
M-AD-12 Extracurricular Workroom /
Program Office
164
M-AD-13 Storage 166
M-AD-14 Staff Lounge 168
M-AD-15 Wellness / Lactation Room 170
HEALTH SERVICES
M-HS Space Program 174
M-HS Adjacency Diagram 175
M-HS-1 Waiting Area 176
M-HS-2 Treatment Area 178
M-HS-3 Cots 180
M-HS-4 Office 182
M-HS-5 Storage 184
M-HS-6 Toilet 186
STUDENT DINING
M-SD Space Program 190
M-SD Adjacency Diagram 191
M-SD-1 Student Dining Area 192
M-SD-2 Chair / Table Storage 194
M-SD-3 Kitchen/Food Preparation 196
M-SD-4 Serving Area 198
M-SD-5 Dry Food Storage 200
M-SD-6 Freezer / Cooler 202
M-SD-7 Ware Washing 204
M-SD-8 Cleaning Storage 206
M-SD-9 Food Service Office 208
M-SD-10 Toilet / Lockers 210
M-SD-11 Multipurpose Room 210
5
PAGE INTENTIONALLY BLANK
7
M-ACA /// ACADEMIC CORE AREA
GRADES 6-8 CLASSROOM
SCIENCE CLASSROOM / LAB
SCIENCE PREP / STORAGE
TECHNOLOGY LAB A (MESSY)(OPTIONAL)
TECHNOLOGY LAB B (CLEAN)
TECHNOLOGY STORAGE
RESOURCE / SMALL GROUP ROOM
SELF CONTAINED CLASSROOM
SPEECH / OT / PT
SPEECH OT / PT STORAGE
DAILY LIVING KITCHEN (OPTIONAL)
INDEPENDENT AREA
SPECIAL EDUCATION COORDINATOR OFFICE
STUDENT SERVICES OFFICE
TEACHER COLLABORATION ROOM
TEXTBOOK / CART STORAGE
ALTERNATIVE ATTENDANCE CENTER
ALTERNATIVE ATTENDANCE CENTER OFFICE
OUTDOOR CLASSROOM
GARDEN (OPTIONAL)
8
Grades 6-8 Classroom
Science Classroom/Lab
Science Prep/Storage
Technology Lab A (Messy)**
Technology Lab B (Clean)
Technology Storage
Resource/Small Group Room
Self Contained Classroom
Speech/OT/PT
Speech/OT/PT Storage
Daily Living Kitchen**
Independent Area*
Special Education Coordinator Office
Student Services Office
Teacher Collaboration Room
Textbook/Cart Storage
Alternative Attendance Center
Alternative Attendance Center Office
Outdoor Classroom
Garden**
TOTAL
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
ACADEMIC CORE AREA
9
3
2
1
1
2
5
1
2
2
1
1
3
2
3
3
1
1
1
1
11
4
2
1
1
2
6
2
3
3
1
1
3
2
4
4
1
1
1
1
850
1,200
200
1,200
1,200
100
350
850
450
150
400
75
150
150
300
200
450
150
900
--
7,650
3,600
400
1,200
1,200
200
1,750
850
900
300
400
75
450
300
900
600
450
150
900
--
22,275
9,350
4,800
400
1,200
1,200
200
2,100
1,700
1,350
450
400
75
450
300
1,200
800
450
150
900
--
27,475
Comments //
*Independent Areas must be provided for certain Special Education programs. If these Special Education programs are not offered at a particular
school, these areas are not required. The determination to include or exclude these programs will be made during the site-specific Ed Spec process.
**This space is optional. The inclusion of this space will be determined during the site-specific Ed Spec process and approved by DCPS.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific square
footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity model are:
450 students : 48 staff; 550 students : 54 staff.
850
1,200
200
1,200
1,200
100
350
850
450
150
400
75
150
150
300
200
450
150
900
--
9
CLASSROOM CLASSROOMSELF CONTAINED
CLASSROOM
DAILY LIVING
KITCHEN
NEAR MAIN
ADMIN SPACE
SCIENCE
CLASSROOM /
LAB
TECHNOLOGY
LAB A
TECHNOLOGY
LAB B
SCIENCE
CLASSROOM /
LAB
STORAGE
RESOURCE
SMALL
GROUP
SCIENCE
PREP/
STORAGE
MAIN CIRCULATION
MAIN CIRCULATIONRESOURCE
SMALL GROUP
TEACHER COLLAB
ROOM
STUDENT SERVICES
SPECIAL
EDUCATION COORD
SPEECH/OT/PT
ADMIN/TEACHER PROGRAM
INDEP .
AREA
STORAGE
ALT
ATTENDANCE
CENTER
ALT
ATTENDANCE
CENTER OFFICE
GARDEN
OUTDOOR
CLASSROOM
ACADEMIC CORE AREA ADJACENCY DIAGRAM
KEY ///
direct access
linked space
enclosed space
open space
10
M-ACA-1 /// GRADES 6-8 CLASSROOM
L8
L11
L1
L63
L10
F4
F8
F5
CORRIDOR
L5
F5
F4 L3
L7
F1
F3
F89
M7
11
size
850 SF
capacity/users
20-25 students
1 teacher
staff members
guest speakers/volunteers
ancillary spaces
n/a
spatial relationships
in team clusters
near resource classroom
near science classroom
goals
a flexible and adaptable space to
accommodate any of the core
academic disciplines and support
frequent reconfiguration
activities
individualized and differentiated work
testing
large and small group instruction
hands-on activities
oral presentations
team teaching
computerized instruction
environmental considerations
windows to provide natural light
adequate ventilation
loose furnishings
L1 stackable/nesting chairs (20-25)
L10 stackable/nesting tables (20-25)
L3 teacher work surface with mobile
storage and two chairs
L5 four drawer lateral file cabinet
L7 teacher’s lockable wardrobe (18”x18”)
L8 tall cabinet with shelves
L11 adjustable height bookshelves
L63 resource media cart
AV & IT equipment
M7 desktop computers (3)
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
proportion classroom for effective viewing
and listening from all areas of the
classroom
window treatment to darken room for AV
presentations
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (30”
wall cabinets above all base cabinets,
(12-24 LF)
F3 wall shelving (30”-36” height, lockable)
F4 marker board (on two walls, 16 LF)
F5 tackable/magnetic wall surface (8 LF)
F8 wall mounted interactive electronic
presentation device
F89 data drop
M-ACA-1 /// GRADES 6-8 CLASSROOM
12
M-ACA-2 /// SCIENCE CLASSROOM / LAB
L63
L21
ABOVE
F4
F4
F8F62
F5
F95
F94F6
F7
L1 L104
F1F57 F6F9
F7
F117
CORRIDOR
L3
L5 L30 L8 F116
F9
F89
L10
NOTE //
Diagram shows one science classroom/lab and adjacent science prep./storage. The classroom
area should be duplicated on the opposite side to provide a dual science lab and classroom
space. The SF stated is for each classroom area excluding the science prep. / storage.
SCIENCE PREP . / STORAGE
13
size
1,200 SF*
* This SF represents one side of a science
classroom/lab. This SF should be
duplicated on the opposite side to
reflect a dual concept of classroom
and lab space.
capacity/users
20-25 students
teacher
staff members
ancillary spaces
science prep/storage (M-ACA-3)
spatial relationships
distributed throughout academic core
area
goals
a science classroom and science lab
combination space
activities
large and small group instruction
hands-on activities
team testing
data collection and analysis
laboratory work
oral presentations
computer simulations
computerized instruction
environmental considerations
windows to provide natural light
adequate ventilation
active gas hookups must be accomodated
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
proportion classroom for effective viewing
and listening from all areas of the
classroom
window treatment to darken room for AV
presentations
flow between classroom and lab activities
should be seamless with good visibility
of all lab stations
lab table tops, floors, etc., need to be
resistant to acids, heat, spills, etc.
OSHA requirements maintained
lite in door for visual access and security
purposes
M-ACA-2 /// SCIENCE CLASSROOM / LAB
14
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (100
LF of base cabinets with 30” wall
cabinets above,lockable)
F4 marker board (on two walls, 16 LF)
F5 tackable/magnetic wall surface (8 LF
minimum)
F6 soap dispenser (2)
F7 towel dispenser (2)
F8 wall-mounted interactive electronic
presentation device
F9 classroom sink with bubbler (6)
F57 30” intinerant/aid station
F62 sound enhancement system
F89 data drop
F94 science casework; base cabinets and
shelving per lab (no wall cabinets,
lockable)
F95 teacher demonstration table with desk
F116 eye washing station
F117 emergency shower with floor drain
loose furnishings
L1 stackable/nesting chairs or L73 student
tall stool (20-25)
L3 teacher work surface with mobile storage
and two chairs
L5 four drawer lateral file cabinet
L8 tall cabinet with shelves (2)(lockable)
L10 Student desks (10-25)
L21 work table (5-6)
L30 mobile a/v cabinet
L63 resource media cart
L104 science peninsulas (6)
AV & IT equipment
n/a
M-ACA-2 /// SCIENCE CLASSROOM / LAB
15
M-ACA-2 /// SCIENCE CLASSROOM / LAB
This Page Intentionally Left Blank
16
M-ACA-3 /// SCIENCE PREP / STORAGE
SCIENCE
CLASSROOM / LAB
SCIENCE
CLASSROOM / LAB
L26
L60L59
L30
L58L57
F94
F6F9F7
17
size
200 SF
capacity/users
1-2 teachers
ancillary spaces
science classroom/lab (M-ACA-2)
spatial relationships
within grade level science classrooms
goals
to provide storage for textbooks,
teaching materials, and supplies used
in the classroom
activities
general lab preparation
set-up experiments
store equipment
environmental considerations
adequate ventilation
active gas hookups must be accomodated
uniform and controllable lighting
exhaust system
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F9 classroom sink with bubbler
F89 data drop
F94 science casework; base cabinets and
shelving per lab (19-40 LF of base cabinets
with wall cabinets above, lockable)
loose furnishings
L26 refrigerator (with ice maker)
L30 mobile a/v cabinet
L57 fire blanket
L58 autoclave (one per school)
L59 distiller (one per school)
L60 dishwasher
AV & IT equipment
n/a
M-ACA-3 /// SCIENCE PREP / STORAGE
18
TECHNOLOGY
STORAGE
L1 L54L53
L3
L55
F4
L5
L63
L7 L21
M-ACA-4 /// TECHNOLOGY LAB A (MESSY) (OPTIONAL)
L17
F84 F83
F89
M12
M1
L8
M4 M5
F5
F8
19
size
1,200 SF
capacity/users
30 students
teachers
staff
guest speakers/volunteers
ancillary spaces
technology storage (M-ACA-7)
spatial relationships
project lab with:
1 module based technology stations
around the periphery
2 fabrication stations in the center
*may include: engineering, digital
photography, graphic design, engine
repair, wood working, welding, etc.
goal
to provide a digital instructional space
that can accommodate hands-on
projects
activities
large and small group instruction
hands-on activities
oral presentations
team teaching
computerized instruction
environmental considerations
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
window treatments to darken room for
AV presentations
room designed for ease of movement
safety shower and eye wash with floor
drain, dust collection, and exhaust
system
70 foot-candles of light at bench height
appropriate lighting at bench height
emergency stop switches
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F4 marker board (two walls, 8 LF each)
F5 tackable/magnetic wall surface (two
walls, 8 LF each)
F8 wall mounted interactive electronic
presentation device
F83 goggle storage and sterilization with
adequate ventilation
F84 two sinks (6 feet apart) with clay traps
and cabinetry below
F89 data drop
loose furnishings
L1 stackable/nesting chairs (25-30)
L3 teacher work surface with mobile
storage and two chairs
L5 four drawer lateral file cabinet
L7 teacher’s lockable wardrobe
L8 tall cabinet with shelves (2-3, lockable)
L17 printer station
L21 work table (12-15)
L53 computer-based modeling stations (2
students each)
L54 work benches approximately 4’x4’ (5)
L55 48” wide tote tray cabinets for project
storage for 100 students
L63 resource media cart
AV & IT equipment
M1 high speed and/or large format printer
M4 photocopy machine
M5 digital scanner
M12 laptop computers (10-15)
M-ACA-4 /// TECHNOLOGY LAB A (MESSY) (OPTIONAL)
20
M-ACA-5 /// TECHNOLOGY LAB B (CLEAN)
M5
TECHNOLOGY
STORAGE
F4F8
L14 L1
L17
L63
F89
M1
M4
M5
M7
21
size
1,200 SF
capacity/users
30 students
teachers
staff
guest speakers/volunteers
ancillary spaces
technology storage (M-ACA-7)
spatial relationships
project lab with:
1 desktop computer stations for 25-
30 students
2 lecture space with the interactive
electronic presentation device for
specialized instruction
goal
to provide a computerized instructional
space for digital projects and hands-
on learning
activities
large and small group instruction
oral presentations
team teaching
computerized instruction
environmental considerations
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
window treatments to darken room for
AV presentations
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F4 marker board (two walls, 8 LF each)
F8 wall mounted interactive electronic
presentation device
F89 data drop
loose furnishings
L1 stackable/nesting chairs (25-30)
L14 computer station (25-30)
L17 printer station
L63 resource media cart
AV & IT equipment
M1 high speed and/or large format printer
M4 photocopy machine
M5 digital scanner
M7 desktop computer (25-30)
M-ACA-5 /// TECHNOLOGY LAB B (CLEAN)
22
M-ACA-6 /// TECHNOLOGY STORAGE
F92 F90
L51
23
size
100 SF
capacity/users
1 person
ancillary spaces
technology lab a (M-ACA-4)
technology lab b (M-ACA-5)
spatial relationships
distributed in academic core areas
goal
storage of computers and technology
activities
materials storage
environmental considerations
electrical outlets for equipment
environmental sound control
uniform lighting
secure and lockable door
LEGEND ///
fixed furnishings
F90 storage shelving 12” deep
F92 storage shelving 18” deep
loose furnishings
L51 laptop charging cart (5-6)
AV & IT equipment
n/a
M-ACA-6 /// TECHNOLOGY STORAGE
24
M-ACA-7 /// RESOURCE / SMALL GROUP ROOM
F8
L63
L3
L7L8 L11
L10 L1
F4
F5
F1L5
F89
25
size
350 SF
capacity/users
10-15 students
2 staff members
ancillary spaces
n/a
spatial relationships
located within academic core areas
goal
to provide a flexible space to
accommodate a variety of
individualized and special instruction
for a variety of academic disciplines
activities
small group work
independent instruction and work
reading, math, speech, etc.
environmental considerations
windows to provide natural light and
egress
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
proportion classroom for effective viewing
and listening from all areas of the
classroom
window treatment to darken room for AV
presentation
adequate ventilation
lite in door for visual access and
security purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
(lockable)
F4 marker board (two walls, 6 LF minimum
each)
F5 tackable/magnetic wall surface (6 LF
minimum)
F8 wall mounted interactive electronic
presentation device
F89 data drop
loose furnishings
L1 stackable/nesting chairs (8-10)
L3 teacher work surface with mobile
storage and two chairs
L5 four drawer lateral file cabinet
L7 teacher’s lockable wardrobe
L8 tall cabinet with shelves
L10 student desks (8-10)
L11 adjustable height bookshelves
L63 resource media cart (optional)
AV & IT equipment
n/a
M-ACA-7 /// RESOURCE / SMALL GROUP ROOM
26
M-ACA-8 /// SELF CONTAINED CLASSROOM
TOILETSTORAGE
F2
F18
F102
F30
F14F19F63 F3
F3
F9
F29
F7
L3
L1 L10
F4F62F5 F8
L63
L76
L6
L2
L11
L7
F1
F6
CORRIDOR
ABOVE
M12
M2
F89
F57
F90
F60
27
size
850 SF
capacity/users
2 staff members
10-15 students
ancillary spaces
individual restroom with shower (optional)
storage closet
independent area (optional)
*every school needs a minimum of one
specials needs suite (classroom,
storage closet, and independent area)
additional special needs classrooms
do not require restrooms or
independent areas
spatial relationships
near bus drop-off
near health clinic
elevator access
toilet access (CIC-clean intermittent
catheterization, with shower)
accessible ingress / egress to the building
and classroom areas
located at first floor for emergency access
located and integrated within the
academic core area
goal
to provide an appropriate learning
environment for students who have
physical, emotional, or educational
needs requiring a self-contained space
for part or all of the day
activities
small group instruction and group work
independent work
individual instruction
environmental considerations
environmental sound control
uniform and controllable lighting
electrical outlets for equipment
general room exhaust (restroom only)
adequate ventilation
proportion classroom for effective viewing
and listening from all areas of the
classroom
windows to provide natural light and
egress
window treatment to darken room for AV
presentation
lite in door for visual access and security
purposes
M-ACA-8 /// SELF CONTAINED CLASSROOM
28
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (lockable)
F2 student cubbies (10-15, 11”W x 13”D x
12”H, can double stack as long as they
remain at student height)
F3 wall shelving
F4 marker board (on 2 walls, 6 LF minimum)
F5 tackable/magnetic wall surface (6 LF
minimum)
F6 soap dispenser
F7 towel dispenser
F8 wall mounted interactive electronic
presentation device
F9 classroom sink with bubbler
F14 36” and 42” grab bars
F18 mirror
F19 toilet tissue holder
F29 ADA shower accessories
F30 bathroom sink
F57 30” intinerant/aid station
F60 shower curtain / rod
F62 sound enhancement system
F63 towel hook
F89 data drop
F90 storage shelving 12” deep
F102 toilet
loose furnishings
L1 stackable/nesting chairs (12-15)
L2 stackable/nesting tables (3-5)
L3 teacher work surface with mobile
storage and two chairs
L6 mobile shelving (various)
L7 teachers lockable wardrobe (18”x18”)
L10 student desks (12-15)
L11 adjustable height bookshelves
L63 resource media cart
L76 filing cabinet
AV & IT equipment
M2 color printers
M12 laptop computers (3-5)
M-ACA-8 /// SELF CONTAINED CLASSROOM
29
M-ACA-8 /// SELF CONTAINED CLASSROOM
This Page Intentionally Left Blank
30
M-ACA-9 /// SPEECH / OT / PT
F5
F8
F4
F62
L1 L2
L6
L76
L11
F1
F7
F6F9 L3 L7
L52 L63
ABOVE
F89
M12
F3
F3
31
size
450 SF
capacity/users
2 staff members
8-10 students
ancillary spaces
speech/OT/PT storage (M-ACA-10)
spatial relationships
near bus drop-off
near health clinic
elevator access
accessible ingress/egress to the building
and classroom areas
located at first floor for emergency
evacuations
located and integrated within the
academic core area
goal
to provide an appropriate learning
environment for students participating
in speech, occupational, and physical
therapy
activities
small group instruction and group work
independent work
individual instruction
environmental considerations
environmental sound control
uniform and controllable lighting
electrical outlets for equipment
adequate ventilation
proportion classroom for effective viewing
and listening from all areas of the
classroom
windows to provide natural light and
egress
window treatment to darken room for AV
presentations
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (lockable)
F3 wall shelving
F4 marker board (two walls, 6 LF minimum)
F5 tackable/magnetic wall surface (6 LF
minimum)
F8 wall-mounted interactive electronic
presentation device
F9 classroom sink with bubbler
F62 sound enhancement system
F89 data drop
loose furnishings
L1 stackable/nesting chairs (5)
L2 stackable/nesting tables (5)
L3 teacher work surface with mobile storage
and two chairs
L6 mobile shelving (various)
L7 teacher’s lockable wardrobe (18”x18”)
L11 adjustable height bookshelves
L63 resource media cart (optional)
L52 physical therapy table (3-4)
L76 filing cabinet
AV & IT equipment
M12 laptop computers (3-5)
M-ACA-9 /// SPEECH / OT / PT
32
M-ACA-10 /// SPEECH / OT / PT / STORAGE
F91
33
size
150 SF
capacity/users
1-2 staff members
ancillary spaces
speech/OT/PT (M-ACA-9)
spatial relationships
near academic core classrooms
near special needs classrooms
goal
to provide storage for speech,
occupational and physical therapy
apparatus and supplies
activities
storage of therapy apparatus and supplies
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
LEGEND ///
fixed furnishings
F91 storage shelving 24” deep
loose furnishings
n/a
AV & IT equipment
n/a
M-ACA-10 /// SPEECH / OT / PT / STORAGE
34
F10
L1
L13
L66
L67 L82
F1
F1.1
F9 F6
F7
L60 L70 L26
L83 L84F89
M-ACA-11 /// DAILY LIVING KITCHEN (OPTIONAL)
35
size
400 SF
capacity/users
teacher
1-4 students
ancillary spaces
n/a
spatial relationships
near self contained classroom
goal
to provide a space for a life skills
instructional area shared by students
receiving mentally/developmentally
handicapped special education
services
to help students learn practical/hands-on
social skills and daily living skills
to provide a handicapped-accessible area
for washing and drying garments
activities
food preparation and clean-up
washing and drying garments
environmental considerations
environmental sound control
uniform and controllable lighting
electrical outlets for equipment
general room exhaust (restroom only)
adequate ventilation to remove cooking
odors
proportion classroom for effective viewing
and listening from all areas of the
classroom
window treatment to darken room
cleanable building surfaces
all equipment and casework should be
handicap accessible
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (all
handicap accessible, 12 LF)
F1.1 casework (all handicap accessible, 12
LF)
F6 soap dispenser
F7 towel dispenser
F9 classroom sink
F10 demonstration kitchen
F89 data drop
loose furnishings
L1 stackable/nesting chairs (2-4)
L13 small table
L26 refrigerator
L60 dishwasher
L66 range
L67 microwave
L70 ice maker
L82 hamper
L83 washer
L84 dryer
AV & IT equipment
n/a
M-ACA-11 /// DAILY LIVING KITCHEN (OPTIONAL)
36
M-ACA-12 /// INDEPENDENT AREA
37
size
75 SF
capacity/users
1 student
1 staff members
ancillary spaces
n/a
spatial relationships
across hallway from self contained
classroom
goals
to provide a safe, monitored place to
de-escalate emotional issues and
unsafe behaviors
activities
could be used for emotionally disturbed
or other students requiring a quiet
individual area
environmental considerations
environmental sound control
soft lighting
views into independent area from the
main instruction area via lite in door
(shatter proof glass or flexion)
auditory privacy
no padding
floor drains
doors are not lockable
LEGEND ///
fixed furnishings
n/a
loose furnishings
n/a
AV & IT equipment
n/a
M-ACA-12 /// INDEPENDENT AREA
38
M-ACA-13 /// SPECIAL EDUCATION COORDINATOR OFFICE
L12L5
L15 L22
L11
L18
F5
F90
F92
F113
F89
39
size
150 SF
capacity/users
2-4 people
ancillary spaces
n/a
spatial relationships
near self contained classroom
and resource classrooms
goal
to provide a space for special education
coordinator to complete work plans,
store student files, and hold meetings
activities
administrative duties
storing and retrieving supplies and
equipment
environmental considerations
windows to provide natural light and
egress
environmental sound control
uniform lighting, areas of soft lighting
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F5 tackable/magnetic wall surface (6 LF
minimum)
F89 data drop
F90 storage shelving 12” deep
F92 storage shelving 18” deep
F113 IEP Fax Line
loose furnishings
L5 four drawer lateral file cabinet (lockable)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair
L15 task chair (2)
L18 lounge chair
L22 safe
AV & IT equipment
n/a
M-ACA-13 /// SPECIAL EDUCATION COORDINATOR OFFICE
40
M-ACA-14 /// STUDENT SERVICES OFFICE
L12
L13 L5
L11
L15 L18 L7
F4
F1.1 F113
F89
M12
41
size
150 SF
capacity/users
1-4 people
counselors
psychologist
social worker
students and parents
staff
teachers
ancillary spaces
n/a
spatial relationships
near academic core areas
near staff restrooms
goal
provide a flexible space to accommodate
mental health services, counselors,
and small group meetings
activities
one-on-one counseling
group counseling
parent teacher meetings
mental health services
environmental considerations
windows to provide natural light on an
exterior wall if possible
environmental sound control
uniform and controllable lighting
auditory and visual privacy
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F1.1 casework (12 LF, lockable)
F4 marker board (6 LF minimum)
F89 data drop
F113 IEP fax line
loose furnishings
L5 four drawer lateral file cabinet
L7 teacher’s lockable wardrobe (optional)
L11 adjustable height bookshelves
L12 admin workstation and chair
L13 small table
L15 task chair
L18 lounge chair
AV & IT equipment
M12 laptop computer
M-ACA-14 /// STUDENT SERVICES OFFICE
42
M-ACA-15 /// TEACHER COLLABORATION ROOM
F3
STORAGE RESTROOM
F5
L17
F4
L26
L7
L13
L21
L15
L15
F58F1
F7F6
F9
F50
F89
M2
M1
43
size
300 SF
capacity/users
10-15 staff
ancillary spaces
staff restroom (M-BS-14)
storage
spatial relationships
near academic core classrooms
access to staff restroom(s) from within
access to storage from within
goal
to provide a space where adults can meet
for lesson planning, and committee
work
to provide a space where teachers can
perform administrative work
to provide a space for storage of grade-
level teaching materials
activities
team staff meetings and collaboration
lesson planning and grading
scheduling appointments
record keeping
develop and review teacher materials
environmental considerations
windows to provide natural light and
egress
electrical outlets for equipment
environmental sound control
uniform and controllable lighting
adequate ventilation
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (16 LF
minimum, lockable)
F4 marker board (8 LF)
F5 tackable/magnetic wall surface (8 LF)
F6 soap dispenser
F7 towel dispenser
F9 classroom sink
F50 lockers
F58 kitchenette
F89 data drop
loose furnishings
L7 teacher’s lockable wardrobe
L13 small table (2-3)
L15 task chair (10-15)
L17 printer station
L21 work table
L26 refrigerator
AV & IT equipment
M1 high speed and/or large format printer
M2 color printer
M-ACA-15 /// TEACHER COLLABORATION ROOM
44
M-ACA-16 /// TEXTBOOK / CART STORAGE
F91 F91
F1
F90
45
size
200 SF
capacity/users
2 staff members
ancillary spaces
n/a
spatial relationships
near academic core classrooms
goal
to provide storage for teaching materials,
supplies, and textbooks used in the
classroom
activities
storage and retrieving books and supplies
environmental considerations
uniform and controllable lighting
proper ventilation
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (minimum
200 LF of shelving)
F90 storage shelving 12” deep
F91 storage shelving 24” deep
loose furnishings
n/a
AV & IT equipment
n/a
M-ACA-16 /// TEXTBOOK / CART STORAGE
46
F5
F8
F4
L5 L5L12L17L11
L14
L5
L10
L1
M12
F4
M-ACA-17 /// ALTERNATIVE ATTENDANCE CENTER
47
size
450 SF
capacity/users
15-25 students
teachers
ancillary spaces
alternative attendance center office
spatial relationships
near administrator’s office
near security office
goals
to provide flexible space to accomodate
students who require disciplinary
action such as in-school suspension
activities
individual class work
in-school suspension
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light, desirable
window treatments to darken room
auditory privacy
proportion classroom for effective viewing
and listening from all areas of the
classroom
LEGEND ///
fixed furnishings
F4 marker board (8 LF)
F5 tackable/magnetic wall surface (6 LF)
F8 wall mounted interactive electronic
presentation device
F89 data drop
loose furnishings
L1 stackable/nesting chairs
L5 four drawer lateral file cabinet (1-4)
L10 student desks (15-25)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair
L14 computer station (5)
L17 printer station
AV & IT equipment
M12 laptop computer (5)
M-ACA-17 /// ALTERNATIVE ATTENDANCE CENTER
48
L12L5
L15 L22
L11
L15
F5
F90
F91 F89
M-ACA-18 /// ALTERNATIVE ATTENDANCE CENTER OFFICE
49
size
150 SF
capacity/users
1-4 people
students and parents
staff
teachers
ancillary spaces
n/a
spatial relationships
n/a
goal
to provide a space for alternative
attendance staff to complete work
plans, store student files, and hold
meetings
activities
administrative duties
storing and retrieving supplies and
equipment
environmental considerations
windows to provide natural light on an
exterior wall if possible
environmental sound control
uniform and controllable lighting
auditory and visual privacy
lite in door for visual access and security
purposes
LEGEND ///
fixed furnishings
F5 tackable/magnetic wall surface (6 LF
minimum)
F89 data drop
F90 storage shelving 12” deep
F91 storage shelving 24” deep
loose furnishings
L5 four drawer lateral file cabinet (lockable)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair
L15 task chair (2)
L22 safe
AV & IT equipment
n/a
M-ACA-18 /// ALTERNATIVE ATTENDANCE CENTER OFFICE
50
M-ACA-19 /// OUTDOOR CLASSROOM
shade structure or densely planted
trees for shade protection
seating for 25-30
work tables
teaching surface (white board,
or chalk board with room for
pin-up space
ADA compliant ground
surface. (concrete preferred)
Note: Provide water spigot and electrical outlets within
close proximity to classroom area
51
M-ACA-19 /// OUTDOOR CLASSROOM
size
900 SF
capacity/users
25-30 students
teachers
parents/volunteers
community members
ancillary spaces
n/a
spatial relationships
near growing gardens, if included
direct access to the science and art
rooms is desirable
allow line of sight into space from building
window
goal
provide an outdoor learning space
activities
planting
exploring
discussion
math, science, and art coursework
accessibility standards
meet the Americans with Disability Act
guidelines
ADA compliant path from building to
outdoor classroom
special considerations
should be built with regional materials to
match building, if appropriate
noise, fumes, sunlight and slope should be
considered during site selection
include a board for instruction
include a roof to protect from sun, rain and
snow, if possible
if classroom is located near play area or
other potential distractions, place
wall or other visual barrier to further
define classroom space
must be shaded. if trees are to be used for
shade, plant spacing should be dense
for rapid cover and roots should be
protected from compaction with
protective seat/retaining walls to keep
students from walking on roots
all items lockable. located within perimeter
fence (with vandal resistant finish), if
one exists
site elements
all changes in finish surfaces should
be delineated with a hard edge for
ease of maintenance (e.g. do not
place planter bed adjacent to lawn
without a physical barrier such as a
concrete walkway or metal edge
outdoor classrooms should be designed
for three seasons with a roof or
shaded cover
required elements include:
fixed or flexible seating (25-30)
outdoor white board (6 LF minimum)
or flipchart
impervious or green roof, or PV
trellis with vines (structurally able
to hold plantings/soil for shade)
expected elements include:
hose bib with hose rack
native, low maintenance plants.
select for mature size and care.
choose plants for biodiversity
that provide food or habitat to
pollinators and wildlife.
seating and worktables`
pathways from building and around
outdoor classroom area
all weather electrical outlets
optional elements include:
teacher demonstration table
composting area
outdoor kitchen
handwashing station
planters
benches
small storage for tools and
equipment
52
M-ACA-20 /// GARDEN (OPTIONAL)
This Page Intentionally Left Blank
53
size
garden sizes vary
capacity/users
students
teachers
parents/volunteers
community members
ancillary spaces
n/a
spatial relationships
direct access to the science and art
rooms is desirable
community access should be considered
goal
to provide an outdoor learning space
that encourages individual and group
work through growing local food
activities
planting
exploring
harvesting crops
monitoring, testing, watering
math, science, and art coursework
accessibility standards
meet the americans with disability act
guidelines
All beds should be raised to meet ADA
guidelines considered
ADA compliant path to garden and
around all garden beds
special considerations
noise, fumes, sunlight and slope should
be considered during site selection
raised beds should be 2-6” thick cedar,
12-18” tall
site elements
consult Office of the State Superintendent
of Education school garden specialist
for best practices
gardens must receive 6-8 hours of direct
sunlight per day
required elements for gardens include:
teacher demonstration table
expected elements for gardens include:
planting beds
organic soil
mulch
hose bib with hose rack
plants
pathways
tool shed
optional elements include:
composting area
digging bed
handwashing station
greenhouse
worktables
drip irrigation
apiary
M-ACA-20 /// GARDEN (OPTIONAL)
55
M-LIB /// LIBRARY
READING / LEARNING / CIRCULATION ROOM
MAKERSPACE
SMALL GROUP / CONFERENCE ROOM
COMBINED OFFICE / WORKROOM
STORAGE
DEVICE CHARGING ROOM
56
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each
capacity model. Specific square footage requirements and quantity of spaces will be completed during the site specific
ed spec process. Assumptions for the capacity model are: 450 students : 48 staff; 550 students : 54 staff.
Reading/Learning/Circulation Room
Makerspace
Small Group/Conference Room
Combined Office/Workroom
Storage
Device Charging Room
TOTAL
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
LIBRARY
1
1
2
1
1
1
1
1
2
1
1
1
3,370
500
360
400
350
150
3,930
500
360
400
350
150
3,370
500
720
400
350
150
5,490
3,930
500
720
400
350
150
6,050
57
LIBRARY ADJACENCY DIAGRAM
STORAGE
READING /
LEARNING /
CIRCULATION
CIRCULATION
DESK
MAKERSPACE
VIEW VIEW
COMBINED
OFFICE /
WORKROOM
SMALL GROUP /
CONFERENCE ROOM
DEVICE
CHARGING
ROOM
SMALL GROUP /
CONFERENCE ROOM
KEY ///
direct access
linked space
enclosed space
open space
58
M-LIB-1 /// READING / LEARNING / CIRCULATION ROOM
M3 M5 M12
M12
F45
F1.1
F8
F4
L18
L18
L1L21
L14
F64
F72
F110
L6
L51
L17
F46
L97
L1
F8
F5
L97
L12
F4
F45
F46
CORRIDOR
STORAGE
COMBINED
OFFICE /
WORKROOM
SMALL
GROUP RM
SMALL
GROUP RM
MAKERSPACE
F89
59
size
3,370-3,930 SF
capacity/users
75-175 students
1-2 media specialist(s)
community patrons after school hours
ancillary spaces
device charging room (M-LIB-6)
combined office/workroom (M-LIB-4)
storage (M-LIB-5)
small group / conference room (M-LIB-3)
spatial relationships
circulation room located close to
entrance/exit
near single user bathrooms for staffing
and community needs
goals
to provide students, staff, and community
with access to information
promote a flexible instructional space to
support a vibrant learning community
activities
reading and research
circulation of materials and resources,
including online catalogues
large group and small group instruction
provide meeting areas for community,
staff, and parents
dramatic reading and storytelling
informal small group interactions
individual learning
project based learning
environmental considerations
recessed floor outlets at tables
adequate ventilation
lighting appropriate to task with switches
to dim in separate zones of library
environmental sound control
electrical outlets at entrance for future
security system
electrical outlets at column locations
windows to provide natural sunlight
zoned for after school hours use
ceiling height in proportion to room
dimensions
open flow for traffic in reference/
professional/periodical areas
electrical outlets in tow space of wall
shelving
window treatment to darken room for AV
mix of lounge furniture
consider lockdown safety protocols
tv connections and acoustics
M-LIB-1 /// READING / LEARNING / CIRCULATION ROOM
60
M-LIB-1 /// READING / LEARNING / CIRCULATION ROOM
LEGEND ///
fixed furnishings
F1.1 casework (circulation desk)*
F4 marker board (in multiple locations, 8 LF
each)
F5 tackable/magnet wall surface
F8 wall mounted interactive electronic
presentation device (2-3)
F45 library casework
F46 motorized projection screen (1-2)
F64 filtered water fountain with bubbler and
gooseneck bottle filler
F72 3D displays
F89 data drops
F110 2D displays
loose furnishings
L1 stackable/nesting chairs (32-55 per
student enrollment)
L6 mobile shelving (on casters)**
L12 admin workstation and chair
L14 computer stations (15-25)
L16 bound group rug (2, by projection
screen(s))
L17 printer stations (3-5)
L18 lounge chairs (15-25)
L21 work table (6-10 with various heights)
L51 laptop charging cart
L97 spring-loaded book cart (1-2)
AV & IT equipment
M3 bar code reader
M5 digital scanner
M12 laptop computers (20-30)(hardwired)***
*circulation desk must meet ADA standards,
and have sufficient space for librarian, two
students and a book drop
** shelving calculation is the maximum
capacity of the building x 20 books/student;
shelving needs: 10 inch (standard size books),
12 inch (picture books, reference books,
periodicals and audiovisual storage), 18-24
inch (equipment storage); shelving should
include forward facing shelves
***circulation desk needs 2-3 laptops
61
This Page Intentionally Left Blank
M-LIB-1 /// READING / LEARNING / CIRCULATION ROOM
62
L8
L11
L1
F4
F8
F89
F5
F3
L5L3
F1
L10
READING/
LEARNING/
CIRCULATION
ROOM
OUTDOORS
F7
F9
M12
M6
M1 M15
M5
F89
M-LIB-2 /// MAKER SPACE
63
size
500 SF
capacity/users
8-12 students
teachers
guests
volunteers
ancillary spaces
reading/learning/circulation room
(M-LIB-1)
spatial relationships
located within library suite with easy
public access and communal use
goals
a flexible space to accommodate a variety
of hands-on learning activities and the
production of varied projects
activities
space for instruction in developing skills
in use of tools, materials, and
processes to apply knowledge of
planning and design to actual
fabrication of projects (project can
include: 3D printing, constructing
blocks/legos, constructing with
cardboard, etc.)
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light
adequate ventilation
window treatments to darken room for AV
presentations
access to outside when possible
resilient flooring (no carpet)
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
F3 wall shelving
F4 marker board (6 LF min)
F5 tackable/magnetic wall surface (6 LF min)
F7 towel dispenser
F8 wall mounted interactive electronic
presentation device
F9 classroom sink with bubbler
F89 data drop
loose furnishings
L1 stackable/nesting chairs (12) or L73
student stools (12) (various heights)
L3 teacher work surface with mobile
storage and two chairs
L5 four drawer lateral file cabinet
L8 tall cabinet with shelves
L10 student desks (12)
L11 adjustable height bookshelves
AV & IT equipment
M1 high speed and/or large format printer
M5 digital scanner
M6 laminator
M12 laptop computers
M15 3D-printer (optional)
M-LIB-2 /// MAKERSPACE
64
READING/
LEARNING/
CIRCULATION
ROOM
F8
L1
L19
L15
F1.1
F89
M12
M2
F4
M-LIB-3 /// SMALL GROUP / CONFERENCE ROOM
65
size
360 SF
capacity/users
6-8 people
ancillary spaces
reading/learning/circulation room
(M-LIB-1)
spatial relationships
near the combined office/workroom
goals
to provide space for varying sizes
of groups of students and/or adults
for collaborative research projects
and meetings
activities
group research projects
meetings/teleconferencing
listening and viewing
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
visual access to reading/learning/
circulation room
adequate ventilation
window blinds for privacy during
conferences
LEGEND ///
fixed furnishings
F1.1 casework (8-10 LF)
F4 marker board (8 LF)
F8 wall mounted interactive electronic
presentation device
F89 data drop
loose furnishings
L1 stackable/nesting chairs (8)
L19 conference table
AV & IT equipment
M2 color printer
M12 laptop computer
M-LIB-3 /// SMALL GROUP / CONFERENCE ROOM
66
F1 F7
F9
F1.1
F89
F3
L11
L5 L12 L12L21
READING/
LEARNING/
CIRCULATION
ROOM
L17
L15 M6M4M1
M5M2
M12 M12
L17
F4 F5
M-LIB-4 /// COMBINED OFFICE / WORKROOM
M-LIB-4 /// COMBINED OFFICE / WORKROOM
67
size
400 SF
capacity/users
3-4 staff members
ancillary spaces
reading/learning/circulation room (M-LIB-1)
spatial relationships
adjacent to small group room/conference
room
located behind circulation desk and whole
class zone
goals
to provide a less visible and secure
space for processing incoming
materials and storage of materials
to provide a private space for media
specialists and administration staff to
professionally plan and collaborate
activities
scanning
digitizing
meetings
storage of materials
storage of a/v materials and videotapes
environmental considerations
uniform and controllable lighting
environmental sound control
visual access to reading/learning/
circulation room
auditory privacy
electrical outlets for equipment
adequate ventilation
window blinds for privacy during
conferences
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (base
cabinets with power)
F1.1 casework (poster/map storage)
F3 wall shelving
F4 marker board (6 LF min)
F5 tackable/magnetic wall surface (6 LF
min)
F7 towel dispenser
F9 classroom sink with bubbler
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet (1-2)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair (2)
L15 task chair
L17 printer station (2)
L21 work table
AV & IT equipment
M1 high speed and/or large format
printers
M2 color printer
M4 photocopy machine
M5 digital scanner
M6 laminator
M12 laptop computer (2)
68
F91
F91 F1.1
F91 READING/
LEARNING/
CIRCULATION
ROOM
L21F89
M-LIB-5 /// STORAGE
M-LIB-5 /// STORAGE
69
size
350 SF
capacity/users
2-3 staff members
ancillary spaces
combined office/workroom (M-LIB-4)
spatial relationships
access to the reading/learning/circulation
located behind circulation desk and whole
class zone
goals
to provide a secure space for storage of
materials and books
small workspace to organize materials
activities
storage of materials and equipment and
books
environmental considerations
uniform and controllable lighting
proper ventilation
LEGEND ///
fixed furnishings
F1.1 casework
F91 storage shelving 24” deep
F89 data drop
loose furnishings
L21 work table
AV & IT equipment
n/a
70
F1
L51
L51
READING/
LEARNING/
CIRCULATION
F89
M-LIB-6 /// DEVICE CHARGING ROOM
71
size
150 SF
capacity/users
staff
ancillary spaces
reading/learning/circulation room
(M-LIB-1)
spatial relationships
n/a
goals
to provide a less visible and secure
space sharing various technology
devices
activities
charging computers, AV equipment, and
other technology
environmental considerations
uniform and controllable lighting with an
appropriate visual comfort level
environmental sound control
HVAC control separate from media center
secure metal door
electrical outlets designed around a
“parking” strategy for 5-6 laptop
charging carts
due to the changing nature of technology,
a device charging room is to be
designed for flexibility of use
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (no
lower shelves)
F89 data drop
loose furnishings
L51 laptop charging cart (5-6)
AV & IT equipment
n/a
M-LIB-6 /// DEVICE CHARGING ROOM
73
M-VA /// VISUAL ARTS
ART LAB
KILN ROOM
ART STORAGE
74
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each
capacity model. Specific square footage requirements and quantity of spaces will be completed during the site specific
ed spec process. Assumptions for the capacity model are: 450 students : 48 staff; 550 students : 54 staff.
Art Lab
Kiln Room
Art Storage
TOTAL
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
VISUAL ARTS
1
1
1
1
1
1
1,000
60
150
1,000
60
150
1,000
60
150
1,210
1,000
60
150
1,210
75
VISUAL ARTS ADJACENCY DIAGRAM
ART LABKILN
ROOM
ART
STORAGE
KEY ///
direct access
linked space
enclosed space
open space
76
L1
L42
L3
L7
L8
L13
L102
F4
F1 F89
F1
F6 F6
F7
F35
F7
F35
F8
L14
F89
M7
M12
CORRIDOR
ART
STORAGE
KILN
ROOM
M-VA-1 /// ART LAB
77
size
1,000 SF
capacity/users
20-25 students
1 teacher
1 student teacher
parent volunteers
ancillary spaces
kiln room (M-VA-2)
art storage (M-VA-3)
spatial relationships
centrally located with convenient access
to core academic classrooms
close proximity or direct access to media
lab with 25-30 workstations stations
and space for MIDI keyboards
goals
to provide an area for students to work
on a variety of art projects by exploring
the manipulation of a variety of
mediums
to develop technical and expressive skills
activities
drawing, painting, and print making
sculpture, model-making, collage, and
assembly
ceramics-clay
computer graphics and mixed media work
guest artist lectures
demonstrations
viewing prints/slides/movies/art videos
research. reading, and writing
individual and cooperative group work
storage of supplies, projects, and small
equipment
environmental considerations
uniform and controllable lighting
windows to provide natural light and
egress (preferably northern exposure)
environmental sound control
electrical outlets for equipment, including
overhead to supply power to each
student worktable
include outlets on the wall above counter
spaces in raceway
adequate ventilation
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (9-32 LF
of 30” high base cabinets with wall
cabinets above paper storage cabinets.
Two sinks with different heights and clay
traps)
F4 marker board
F6 soap dispenser (at each sink)
F7 towel dispenser (at each sink)
F8 wall-mounted interactive electronic
presentation device
F35 hand sink
F89 data drop
loose furnishings
L1 stackable/nesting chairs or L73 student
tall stool (20-25)
L3 teacher work surface with mobile
storage and two chairs
L7 teachers lockable wardrobe
L8 tall cabinet with shelves
L13 small table
L14 computer station (5)
L42 drying rack (40-80 slats)
L105 art table (4-5)
AV & IT equipment
M7 desktop computer (5) that supports
digital media applications
M12 laptop computer
M-VA-1 /// ART LAB
78
L44
L45
F1.1
F103
M-VA-2 /// KILN ROOM
ART
LAB
79
size
60 SF
capacity
1 staff member
ancillary spaces
art lab (M-VA-1)
spatial relationships
n/a
goals
to provide an area properly equipped for
ceramics and ceramics firing
storage for completed art work
activities
store 3D sculptural work
house kiln equipment
firing of ceramics
environmental considerations
lighting appropriate to task
adequate ventilation with vents to
the outside for kiln and controlled by a
thermostat
specialize electrical outlets for equipment
LEGEND ///
fixed furnishings
F1.1 casework
F103 floor drain
loose furnishings
L44 kiln
L45 bisqueware shelving
AV & IT equipment
n/a
M-VA-2 /// KILN ROOM
80
F1.1
F1
F1
F92
F92L5
ART
LAB
F89 F103
M-VA-3 /// ART STORAGE
81
size
150 SF
capacity/users
1-2 staff members
ancillary spaces
art lab (M-VA-1)
spatial relationships
n/a
goals
to provide lockable storage for art
supplies, portable equipment,
technology, peripherals, and materials
activities
storage
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (paper
storage cabinets and one cabinet for
hazardous materials)
F1.1 casework
F89 data drop
F92 storage shelving 18” deep (metal)
F103 floor drain
loose furnishings
L5 four drawer lateral file cabinet
AV & IT equipment
n/a
M-VA-3 /// ART STORAGE
83
M-PA /// PERFORMING ARTS
AUDITORIUM
STAGE
TICKET BOOTH / BOX OFFICE
CONTROL ROOM
SCENE SHOP
STORAGE
INSTRUMENTAL ROOM
CHORAL ROOM
PRACTICE ROOM
MUSIC LIBRARY (OPTIONAL)
INSTRUMENT / UNIFORM STORAGE
CHORAL STORAGE
ROBE STORAGE
BLACK BOX THEATER (OPTIONAL)
DANCE STUDIO (OPTIONAL)
--
84
Comments //
*This space is optional. The inclusion of this space will be determined during the site-specific Ed Spec process and approved by DCPS.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific
square footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the
capacity model are: 450 students : 48 staff; 550 students : 54 staff.
Auditorium
Stage
Ticket Booth/Box Office
Control Room
Scene Shop
Storage
Instrumental Room
Choral Room
Practice Room
Music Library*
Instrument / Uniform Storage
Choral Storage
Robe Storage
Black Box Theater*
Dance Studio*
TOTAL
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
PERFORMING ARTS
1
1
1
1
1
1
1
1
1
--
1
1
1
--
--
1
1
1
1
1
1
1
1
1
--
1
1
1
--
--
1,800
850
75
150
400
200
1,400
900
100
150
500
250
100
1,750
2,000
2,200
850
75
150
400
200
1,400
900
100
150
500
250
100
1,950
2,000
1,800
850
75
150
400
200
1,400
900
100
--
500
250
100
--
--
6,725
2,200
850
75
150
400
200
1,400
900
100
--
500
250
100
--
--
7,125
85
FIG. 45.0 // PERFORMING ARTS ADJACENCY DIAGRAM
AUDITORIUM
SEATING
TO PARKING
CHORAL ROOM INSTRUMENTAL
ROOM
DANCE
STUDIO
INSTRUMENTAL
STORAGE
ROBE
STORAGE
CHORAL
STORAGE
MUSIC
LIBRARY
CHAIR
STORAGE
WINGS
WINGS
STAGE
CONTROL
RM
TICKET
BOOTH
KEY ///
direct access
linked space
enclosed space
open space
PRACTICE
ROOM
MAIN CIRCULATION
86
STAGE
ADA
ACCESSIBLE
F93 F32 F13
ABOVE ABOVE ABOVE
F96
F89
M-PA-1 /// AUDITORIUM
87
size
1,800-2,200 SF
capacity/users
225-275 people
students
teachers
staff
members of the community
ancillary spaces
stage (M-PA-2)
control room (M-PA-4)
spatial relationships
convenient access to visitor parking
located near restrooms
located adjacent to other performing arts
spaces
all facilities in this area must have easy
access to the rest of the school
building with capability to be closed
off from all parts of school during
public evening activities
adjacent and access to ticket booth
goals
to provide a flexible seating area for
performances and assemblies
activities
theatrical/musical performances
theatrical productions
conferences, student assemblies, and
award programs
community programs and events
environmental considerations
uniform and controllable lighting,
theatrical lighting
environmental sound control
sound insulation in walls (extended above
ceiling to underside of deck)
acoustical wall treatments
electrical outlets for equipment
provide flat floor area in front of stage for
orchestra
direct and convenient access to stage via
stairs/ramps
LEGEND ///
fixed furnishings
F13 sound system
F32 stage lighting
F89 data drop
F93 theater and stage equipment
F96 auditorium seating for 225-275 (front
1/3 with table arms)
loose furnishings
n/a
AV & IT equipment
n/a
M-PA-1 /// AUDITORIUM
88
F32 F13F93
L37
L103
AUDITORIUM SEATING
ABOVE ABOVEABOVE
RAMP
F31 L32
L29 F89
M-PA-2 /// STAGE
M-PA-2 /// STAGE
89
size
850 SF
capacity/users
20-25 students
teachers
parents/volunteers
community members
ancillary spaces
auditorium seating (M-PA-1)
spatial relationships
near chair storage
located adjacent to other performing arts
spaces
goals
to provide space for performances,
lectures, and presentations
activities
theatrical/musical performances
conferences, student assemblies, and
award programs
dance instruction
community programs and events
environmental considerations
uniform/theatrical lighting
electrical outlets for equipment
stage to be no more than 21” above
auditorium seating
LEGEND ///
fixed furnishings
F13 sound system
F31 stage curtains
F32 stage lighting (mounted to ceiling)
F89 data drop
F93 theatre and stage equipment (sound
and light)
loose furnishings
L29 choral risers
L32 conductor’s podium and stool (with
sound system controls)
L37 dance barres
L103 baby grand piano
AV & IT equipment
n/a
90
L22
L73
LOBBY
AUDITORIUM
F100
F99
F4
F98
M-PA-3 /// TICKET BOOTH / BOX OFFICE
M-PA-3 /// TICKET BOOTH / BOX OFFICE
91
size
75 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
adjacent and access to auditorium
seating
located in lobby
may be shared with gymnasium
goals
to provide a space for ticket sales
activities
selling tickets
environmental considerations
uniform and controllable lighting
environmental sound control
auditory privacy
secure, lockable space
proper ventilation and controllable heating
and cooling
LEGEND ///
fixed furnishings
F4 marker board (6 LF)
F89 data drop
F98 sales counter with cash drawer
F99 sales window
F100 coiling door
loose furnishings
L22 safe
L73 student tall stool (2-3)
AV & IT equipment
n/a
92
M-PA-4 /// CONTROL ROOM
F97
AUDITORIUM
L1 L2
F93
F89
93
size
150 SF
capacity/users
2-3 students
teachers
ancillary spaces
auditorium seating (M-PA-1)
spatial relationships
behind the last row of auditorium seating
goals
to provide space for the equipment
needed to operate the sound, lighting,
and projection equipment for the
auditorium
activities
running sound and light equipment for
performances
teaching of technical theater
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
unobstructed view of stage at all times
handicap-accessible
auditory privacy
audio drop connecting control room and
stage
adequate ventilation
LEGEND ///
fixed furnishings
F89 data drop
F93 theater and stage equipment (sound and
light)
F97 operable window
loose furnishings
L1 stackable/nesting chairs (3)
L2 stackable/nesting tables
AV & IT equipment
n/a
*this room should allow stage managers to
control all audio and lighting while being
directly located in the audience
experience
M-PA-4 /// CONTROL ROOM
94
M2
M7
STAGE
F1
F9
F6 F7
F92
F4 F5
F90
L54
L21 L87L87
L73
F89
M-PA-5 /// SCENE SHOP
M-PA-5 /// SCENE SHOP
95
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
F4 marker board
F5 tackable/magnetic wall surface
F6 soap dispenser
F7 towel dispenser
F9 classroom sink
F89 data drop
F90 storage shelving 12” deep
F92 storage shelving 18” deep (metal)
loose furnishings
L21 work table
L54 work benches (approximately 4’x4’)
L73 student tall stool (6)
L87 wardrobe (2)
AV & IT equipment
M2 color printer
M7 desktop computer
size
400 SF
capacity/users
15-20 students
teachers
parents/volunteers
community members
ancillary spaces
n/a
spatial relationships
adjacent and access to stage
goals
to provide an area to construct and store
sets and props
activities
construction of sets and props
storage of sets, props, and costumes
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
adequate ventilation
doors should be 15’ clear height to allow
for moving flats to storage
96
L1 L41
M-PA-6 /// STORAGE
97
size
200 SF
capacity/users
2 people
ancillary spaces
n/a
spatial relationships
adjacent to stage
goals
to provide convenient storage of chairs
activities
storage
environmental considerations
uniform lighting
cleanable and resilient building surfaces
accessibility for moving furniture in and
out
LEGEND ///
fixed furnishings
n/a
loose furnishings
L1 stackable/nesting chairs (stacked)
L41 chair dollies
AV & IT equipment
n/a
M-PA-6 /// STORAGE
98
CORRIDOR CORRIDOR
ORCHESTRA STORAGE
BAND STORAGE
INSTRUMENT
STORAGE
F2
L32
F1
L7
L88
L8
L31L47
L3L33 F4
F82
F89
M-PA-7 /// INSTRUMENTAL ROOM
99
size
1,400 SF
capacity/users
40-60 students
teachers
ancillary spaces
instrumental storage (M-PA-7)
spatial relationships
near the choral room
near the stage
goals
to serve as the learning and practice area
for instrumental instruction
activities
individual, small, and group practice
performance
teaching and learning to read music
jazz, chamber ensembles, and other
special ensembles
keyboarding
independent study
community use
green room for auditorium
environmental considerations
flat floor
quiet HVAC system
visual access to instrumental storage,
practice rooms, and music library
8’ double doors with removable mullions
throughout this area
sound attenuation in walls
acoustical wall treatments
electrical outlets for equipment
height ceilings
appropriate acoustical treatment
windows to provide natural light
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (8-10 LF)
F2 student cubbies (35-40)
F4 marker board (16 LF, half with music staff
lines)
F82 drinking fountain
F89 data drop
loose furnishings
L3 teacher work surface with mobile storage
and two chairs
L7 teacher’s lockable wardrobe
L8 tall cabinet with shelves (150 concert size
folio capacity)
L31 posture chair (60)
L32 conductor’s podium and stool
L33 digital upright piano (optional)
L47 music stand (60)
L88 keyboards (30 - optional)
AV & IT equipment
n/a
M-PA-7 /// INSTRUMENTAL ROOM
100
CHORAL
STORAGE
CORRIDOR
CORRIDOR
F4
L32
L3
L33
F1F82 L29
L7
L8
L31L47
M9
F89
M-PA-8 /// CHORAL ROOM (OPTIONAL)
M-PA-8 /// CHORAL ROOM (OPTIONAL)
101
12’ high ceiling
flat floor (no permanent risers)
windows to provide natural light
acoustically isolated
auditory connection between choral
room and stage
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (8-10 LF)
F4 marker board (16 LF, half with staff lines)
F82 drinking fountain
F89 data drop
loose furnishings
L3 teacher work surface with mobile storage
and two chairs
L7 teacher’s lockable wardrobe
L8 tall cabinet with shelves (150 concert
sized folio capacity)
L29 folding choral risers
L31 posture chair (40-60)
L32 conductor’s podium and stool
size
900 SF
capacity/users
40-60 students
teachers
ancillary spaces
choral storage (M-PA-12)
spatial relationships
near the instrumental room
easy and direct access to stage
goals
to provide a space that will serve as the
learning/practice area for choral
classes
activities
rehearsals and practice
sectional groups
solos
instruction
instrumental and choral music
community use
green room for auditorium
environmental considerations
uniform lighting
electrical outlets for equipment
quiet HVAC system
large doors
appropriate acoustical treatment (not
extremely reverberant, nor designed
acoustically as a square box)
L33 digital upright piano or L88 keyboard
(optional)
L47 music stand (40-60)
AV & IT equipment
M9 MIDI synthesizer (with music software
and audio enhancement equipment)
102
L47
L31
F5
F89
M-PA-9 /// PRACTICE ROOM
103
size
100 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
located adjacent to the instrumental room
located adjacent to choral room
goals
to provide an area for individual and small
ensemble student practice and
rehearsals
activities
individual and small group instrument and
vocal practice/rehearsals
environmental considerations
uniform and controllable lighting
environmental sound control
auditory privacy
LEGEND ///
fixed furnishings
F5 tackable/magnetic wall surface
F89 data drop
loose furnishings
L31 posture chair (2-3)
L47 music stand (2-3)
AV & IT equipment
n/a
M-PA-9 /// PRACTICE ROOM
104
L21
L5
F1
CHORAL ROOM
INSTRUMENTAL ROOM
F89
M-PA-10 /// MUSIC LIBRARY (OPTIONAL)
M-PA-10 /// MUSIC LIBRARY (OPTIONAL)
105
size
150 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
located adjacent to instrumental room
located adjacent to choral room
goals
to store all music and method books for
instrumental and choral classes
activities
store music
store method books
cataloging
sorting
filing
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
sound windows to choral room and
instrumental room
windows to provide natural light
window treatment to darken room
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet (6)
L21 work table
AV & IT equipment
n/a
106
F1.1 F1.1
M-PA-11 /// INSTRUMENT / UNIFORM STORAGE
107
size
500 SF
capacity/users
6-8 students
ancillary spaces
within instrumental room (M-PA-7)
spatial relationships
n/a
goals
to provide secure and adequate storage
for instruments and uniforms
activities
storing and accessing instruments and
uniforms
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
LEGEND ///
fixed furnishings
F1.1 casework (adjustable open cubbies for
medium and small instruments)
F1.1 casework (closet shelving, double
rods)
loose furnishings
n/a
AV & IT equipment
n/a
M-PA-11 /// INSTRUMENT / UNIFORM STORAGE
108
F1.1F1.1
CHORAL ROOM
L87
F3
F89
M-PA-12 /// CHORAL STORAGE
M-PA-12 /// CHORAL STORAGE
109
size
250 SF
capacity/users
6-8 students
ancillary spaces
within choral room (M-PA-8)
spatial relationships
n/a
goals
to provide adequate storage for portable
choral risers, accessories, robes, and
equipment
activities
storage and simple repair or portable
choral risers, accessories, robes, and
equipment
storing and accessing uniforms
environmental considerations
uniform and controllable lighting
electrical outlets for equipment
LEGEND ///
fixed furnishings
F1.1 casework (adjustable open cubbies for
medium and small instruments)
F1.1 casework (closet shelving, double rods)
F3 wall shelving
F89 data drop
loose furnishings
L87 wardrobe
AV & IT equipment
n/a
110
F1.1
M-PA-13 /// ROBE STORAGE
111
size
100 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
adjacent and direct access to
instrumental room
goals
to provide secure and adequate storage
for band, orchestra, and choral
uniforms
activities
storing and accessing instruments and
uniforms
environmental considerations
uniform and controllable lighting
environmental sound control
lockable room
adequate ventilation
LEGEND ///
fixed furnishings
F1.1 casework (closet shelving, double rods)
loose furnishings
n/a
AV & IT equipment
n/a
M-PA-13 /// ROBE STORAGE
112
ABOVE
ABOVE
ABOVE
STAGE
F32
F93
F13
L41
L29
L1
F89
M-PA-14 /// BLACK BOX THEATER (OPTIONAL)
M-PA-14 /// BLACK BOX THEATER (OPTIONAL)
113
size
1,750-1,950 SF
capacity/users
200-250 students
teachers
staff
members of the community
ancillary spaces
n/a
spatial relationships
located adjacent to other performing arts
spaces
goals
to provide space for performances,
lectures, and presentations
activities
theatrical/musical performances
conferences, student assemblies, and
award programs
dance instruction
community program and events
environmental considerations
uniform and controllable lighting/
theatrical lighting
electrical outlets for equipment
silent HVAC system
appropriate acoustics and sound
attenuation
acoustically isolated
LEGEND ///
fixed furnishings
F13 sound system
F32 stage lighting (mounted to ceiling)
F89 data drop
F93 theatre and stage equipment (sound and
light)
loose furnishings
L1 stackable/nesting chairs (200-250)
L29 portable choral risers
L41 chair dollies
AV & IT equipment
n/a
114
M-PA-15 /// DANCE STUDIO (OPTIONAL)
F18 F32F13 L37
L37
ABOVEABOVE
F18 F89
115
size
2,000 SF
capacity/users
20-25 students
teachers
staff
members of the community
ancillary spaces
n/a
spatial relationships
located adjacent to other performing arts
spaces
goals
to provide space for dance instruction,
rehearsal, and performance
activities
dance instruction
rehearsals
performances
community programs and events
environmental considerations
uniform and controllable lighting/
theatrical lighting
electrical outlets for equipment
silent HVAC system
appropriate acoustics and sound
attenuation
acoustically isolated
windows for natural light
specialized AV system/speakers
provide window darkening treatments
LEGEND ///
fixed furnishings
F13 sound system
F18 mirror (wall length)
F32 stage lighting (mounted to ceiling)
F89 data drop
loose furnishings
L37 dance barres
AV & IT equipment
n/a
M-PA-15 /// DANCE STUDIO (OPTIONAL)
117
M-PE /// PHYSICAL EDUCATION
GYMNASIUM
HEALTH CLASSROOM
FITNESS ROOM
TRAINING ROOM
LOCKER ROOM / SHOWERS
OFFICE
LAUNDRY
EQUIPMENT STORAGE
UNIFORM STORAGE
118
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
PHYSICAL EDUCATION
Gymnasium
Health Classroom
Fitness Room
Training Room
Locker Room/Showers
Office
Laundry
Equipment Storage
Uniform Storage
TOTAL
1
1
1
1
2
1
1
1
1
1
2
1
1
2
1
1
2
2
6,379
850
850
400
1,500
150
150
400
1,500
6,529
850
850
400
1,500
225
150
400
1,500
6,379
850
850
400
3,000
150
150
400
1,500
13,679
6,529
1,700
850
400
3,000
225
150
800
3,000
16,654
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific
square footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity
model are: 450 students : 48 staff; 550 students : 54 staff.
119
EXTERIOR
HEALTH
CLASSROOM
FITNESS
ROOM
MALE LOCKER
ROOM
FEMALE LOCKER
ROOM
EQUIPMENT
STORAGE
P .E.
OFFICE
TRAINING
ROOM
UNIFORM
STORAGE
LAUNDRY
VISITOR
PARKING
OUTDOOR PLAY SPACE
KEY ///
direct access
linked space
enclosed space
open space
GYMNASIUM
PHYSICAL EDUCATION ADJACENCY DIAGRAM
120
F23
OFFICE CORRIDOR TO
LOCKER ROOMS
CORRIDOR TO
LOCKER ROOMS
OUTSIDE
F88
F22
F24
F22F4
L81
F4F64F1.1
EQUIPMENT
STORAGE
F89
M-PE-1 /// GYMNASIUM
121
size
6,379-6,529 SF
capacity/users
20-25 students per class
2-3 teachers
parents and community members for
meetings
assemblies to accommodate at least 1/2
of the student body in bleachers and
the other half in floor chairs
ancillary spaces
office (M-PE-6)
Equipment storage (M-PE-8)
spatial relationships
near public restrooms, with easy access
access to outdoor physical education play
areas
near visitor parking
located with easy access to rest of
school, but must be able to close off
area for security during evening
activities
goals
to provide space for P .E. classes to meet
to provide space for students to present
performances
activities
athletic skills and leadership games
adaptive physical education
student assemblies and programs
lectures/teaching
community use
environmental considerations
uniform and controllable lighting
natural lighting
environmental sound control
adequate sound control/acoustics
electrical outlets for equipment
clear height of 24’ from floor to nearest
obstruction
structure, lighting, and ducts designed not
to trap P .E. balls
ceiling heights should be proportional to
room volume
adjoining room with window darkening
capabilities
proper AV equipment for front and back of
house acoustics
striped for basketball and volleyball
competition and practice
volleyball floor sleeves
padding on lower levels
LEGEND ///
fixed furnishings
F1.1 casework (9-32 LF of storage)
F4 marker board (8 LF 2 sides of gym with
electrical outlet below)
F22 basketball goals (adjustable height,
ceiling hung or portable)
F23 operable partition- motorized
F24 climbing wall
F64 filtered water fountain with bubbler
and gooseneck bottle filler
F88 gym bleachers
F89 data drop
loose furnishings
L81 portable sound system
AV & IT equipment
n/a
M-PE-1 /// GYMNASIUM
122
F8
F5
L3
L14L7 L17
L11
L5
L15 L1 L2
F4
F4
F1 F9F6
F7
M7F89
M-PE-2 /// HEALTH CLASSROOM
123
size
850 SF
capacity/users
20-25 students per class
2-3 teachers
parents and community members
ancillary spaces
gymnasium (M-PE-1)
spatial relationships
n/a
goals
to provide a flexible space to
accommodate physical education and
health classes
activities
weight training
stretching exercises
individualized and differentiated work
testing
large and small group instruction
hands-on activities
oral presentations
team teaching
computerized instruction
environmental considerations
uniform and controllable lighting
windows to provide natural light
environmental sound control
electrical outlets for equipment
adequate ventilation
proportion classroom for effective viewing
and listening from all areas of the
classroom
window treatments to darken room for AV
presentations
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (9-20
LF of base and wall cabinets with 30” wall
cabinets above base cabinets)
F4 marker board (on 2 walls, 16 LF)
F5 tackable/magnetic wall surface
F6 soap dispenser
F7 towel dispenser
F8 wall mounted electronic presentation
device
F9 classroom sink
F89 data drop
loose furnishings
L1 stackable/nesting chairs (30)
L2 stackable/nesting tables (30)
L3 teacher work surface with mobile
storage and two chairs
L5 four drawer lateral file cabinet
L7 teacher’s lockable wardrobe
L11 adjustable height bookshelves
L14 computer station with task chair (3)
L15 task chair
L17 printer station
AV & IT equipment
M7 computer (3)
M-PE-2 /// HEALTH CLASSROOM
124
F18 F89
F4
F5
M-PE-3 /// FITNESS ROOM
125
size
850 SF
capacity/users
20-25 students per class
2-3 teachers
parents and community members
ancillary spaces
gymnasium (M-PE-1)
spatial relationships
near entrance to building
accessible to parking area
goals
to provide space for P .E. classes to meet
to provide space for students to present
performances
activities
physical education classes learning to use
equipment to develop muscular,
respiratory, and cardiovascular
systems
community and staff members using
equipment to develop and maintain
health and fitness
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light
LEGEND ///
fixed furnishings
F4 marker board (8 LF)
F5 tackable/magnetic wall surface (8 LF)
F18 mirror
F89 data drop
loose furnishings
varied fitness equipment, weights, and
machines
AV & IT equipment
n/a
M-PE-3 /// FITNESS ROOM
126
F9 F1F6
F7
L86
GYMNASIUM
F89
M-PE-4 /// TRAINING ROOM
127
size
400 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
adjacent to locker rooms/showers
adjacent and access to gymnasium
goals
to provide a place for treatment of injuries
activities
taping of joints
minor rehabilitation
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
adequate ventilation
window to provide natural light, desirable
LEGEND ///
fixed furnishings
F1 base/wall cabinets with shelving
F6 soap dispenser
F7 towel dispenser
F9 classroom sink
F89 data drop
loose furnishings
L86 training table (2-3)
AV & IT equipment
n/a
M-PE-4 /// TRAINING ROOM
128
F101
F35
F75
F55
F102 F14F18F30F6
F7
F4 F5
F19
F51
F55
F29
F63
F76
L82 F60
F89
M-PE-5 /// LOCKER ROOM / SHOWERS
M-PE-5 /// LOCKER ROOM / SHOWERS
129
size
1,500 SF
capacity/users
20-25 students
2-3 teachers
parents and community members
ancillary spaces
gymnasium (M-PE-1)
spatial relationships
n/a
goals
to provide a safe and clean area for
students to shower, change, and store
clothes
activities
change clothing
clothing storage
shower
minor medical treatment
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
cleanable building surfaces
adequate ventilation and exhaust
handicapped accessible
towel storage in adjacent area
LEGEND ///
fixed furnishings
F4 marker board (8 LF)
F5 tackable/magnetic wall surface (8 LF)
F6 soap dispenser
F7 towel dispenser
F14 grab bars (36” and 42”)
F18 mirror (24”x60”)
F19 toilet tissue holder
F29 ADA shower accessories
F30 bathroom sink
F35 hand sinks
F51 toilet partitions
F55 locker benches
F60 shower curtain/rod
F63 towel hook (each stall, each shower)
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F89 data drop
F101 athletic lockers (30 for team, 50 for
physical education)
F102 toilet
loose furnishings
L82 hamper
AV & IT equipment
n/a
130
L5
L12
L15
L13
L11
F4
F1.1
F5
F89
M-PE-6 /// OFFICE
131
size
150-225 SF
capacity/users
1-2 staff
ancillary spaces
gymnasium (M-PE-1)
spatial relationships
near rest rooms
visual access to gymnasium
adjacent to storage room
goals
to provide space for P .E. teachers and
administrators
to provide space for students to present
performances
activities
scheduling
planning
maintaining records
meetings/teleconferencing
coaching
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
proper ventilation for restroom
auditory privacy
windows to provide natural light, desirable
visual access to gymnasium
LEGEND ///
fixed furnishings
F1.1 casework (9 LF)
F4 marker board (4 LF)
F5 tackable/magnetic wall surface (4 LF)
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet
L11 adjustable height bookshelves
L12 admin workstation and chair
L13 small table
L15 task chair (2)
AV & IT equipment
n/a
M-PE-6 /// OFFICE
132
F1
F1.1
L83 L84
F89
M-PE-7 /// LAUNDRY
133
M-PE-7 /// LAUNDRY
size
150 SF
capacity/users
1-2 staff
ancillary spaces
n/a
spatial relationships
close proximity to gymnasium and athletic
fields
goals
to provide a space to wash and dry
uniforms and towels
to store supplies
activities
washing and drying of uniforms, towels,
etc.
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
adequate ventilation
LEGEND ///
fixed furnishings
F1 base/wall cabinets with shelving
F1.1 casework (open shelving)
F89 data drop
loose furnishings
L83 washer
L84 dryer
AV & IT equipment
n/a
134
M-PE-8 /// EQUIPMENT STORAGE
F92
F90 F9.2
F21
GYMNASIUM
135
size
400 SF
capacity/users
1-2 staff
ancillary spaces
gymnasium (M-PE-1)
spatial relationships
n/a
goals
to provide convenient and adequate
storage for all physical education
equipment
activities
storage of P .E. equipment such as
tumbling mats, ball bins, etc.
environmental considerations
uniform lighting
leave space below shelving on one wall
for portable bins
LEGEND ///
fixed furnishings
F9.2 rust-resistant shelving
F21 peg board
F90 storage shelving 12” deep
F92 storage shelving 18” deep (metal)
loose furnishings
varied and dynamic equipment suited to store
P .E. equipment
AV & IT equipment
n/a
M-PE-8 /// EQUIPMENT STORAGE
136
F1.1
F1
L85
M-PE-9 /// UNIFORM STORAGE
M-PE-9 /// UNIFORM STORAGE
137
size
1,500 SF
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
adjacent to laundry
goals
to provide space to adequately store
uniforms
activities
storage
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
adequate ventilation
LEGEND ///
fixed furnishings
F1 base/wall cabinets with shelving
F1.1 casework (closet shelving, double rods)
loose furnishings
L85 uniform rack
AV & IT equipment
n/a
139
M-AD /// ADMINISTRATION
ENTRANCE LOBBY
WELCOME CENTER
SECURITY AREA
CONFERENCE ROOM
PRINCIPAL’S OFFICE
ADMINISTRATIVE OFFICE
ADMINISTRATIVE WORKROOM
RECORDS ROOM
PARENT RESOURCE CENTER (OPTIONAL)
COUNSELOR’S OFFICE
STUDENT SERVICES CONFERENCE
EXTRA-CURRICULAR WORKROOM / PROGRAM OFFICE
STORAGE
STAFF LOUNGE
WELLNESS / LACTATION ROOM
140
Comments //
*The size and quantity of these spaces to be determined during site specific Ed Spec and design, included as part of Gross Up in prototype.
**This space is optional for non-Title 1 schools.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific
square footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity
model are: 450 students : 48 staff; 550 students : 54 staff.
Entrance Lobby*
Welcome Center
Security Area
Conference Room
Principal’s Office
Administrative Office
Administrative Workroom
Records Room
Parent Resource Center**
Counselor’s Office
Student Services Conference
Extra-curricular Workroom / Program Office
Storage
Staff Lounge
Wellness/Lactation Room
TOTAL
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
ADMINISTRATION
--
1
1
1
1
2
1
1
1
2
1
1
1
1
1
--
525
75
200
200
150
250
150
200
150
200
250
150
450
150
--
525
75
200
200
300
250
150
200
300
200
250
150
450
150
3,400
--
1
1
1
1
2
1
1
1
2
1
1
1
1
1
--
575
75
200
200
150
400
150
200
150
200
250
150
450
150
--
575
75
200
200
300
400
150
200
300
200
250
150
450
150
3,600
141
ADMINISTRATION ADJACENCY DIAGRAM
KEY ///
direct access
linked space
enclosed space
open space
WELCOME
CENTER
COUNSELOR’S
OFFICE
STUDENT
SERVICES
CONFERENCE
ENTRANCE
LOBBY
PARENT
RESOURCE
CENTER
EXTRA-
CURRICULAR
WORKROOM
/ PROGRAM
OFFICE
STUDENT SERVICES PROGRAM
RECORDS
ROOM
CONFERENCE
ROOM
SECURITY
AREA
STORAGE
STAFF
LOUNGE
STAFF
RESTROOM
STAFF
RESTROOM
ADMINISTRATIVE
WORKROOM
ADMINISTRATION
OFFICES
MAIN CORRIDOR
HEALTH
SUITE
WELLNESS
ROOM
STAFF
LOUNGE
142
M11M10
L12
L13
L15
F72
EXTERIOR AIR LOCK
TO MAIN CORRIDOR
WELCOME
CENTER
F89
M7
M-AD-1 /// ENTRANCE LOBBY
143
capacity/users
3-4 staff members
security officers
ancillary spaces
n/a
spatial relationships
adjacent to main entry
direct access to welcome center
direct access to security area
goals
to greet visitors and provide a welcoming
access to the school
to serve as a check-in and checkpoint for
school visitors and attendees
activities
security screenings of students, staff, and
visitors
monitor main entrance to school
greet and welcome students, staff, and
visitors
environmental considerations
uniform and controllable lighting
environmental sound control
aesthetically pleasing
windows for natural sunlight
acoustically treated
LEGEND ///
fixed furnishings
F72 3D displays
F89 data drop
loose furnishings
L12 admin workstation and chair
L13 small table
L15 task chair
AV & IT equipment
M7 desktop computer
M10 metal detectors
M11 x-ray equipment
M-AD-1 /// ENTRANCE LOBBY
144
L18
M7
L21
M12
M2
M4
L18L13
L13 TO MAIN CORRIDOR
ENTRANCE
LOBBY
F26F1.1 L15
F5
F3
F3
L18F89
M-AD-2 /// WELCOME CENTER
145
size
525-575 SF
capacity/users
8-10 people
administrative assistants
visitors/parents
students
ancillary spaces
n/a
spatial relationships
located inside the main administrative
area directly accessible from entry
vestibule
near public restrooms
maximize view to exterior and main entry
public address alcove
near two or more public single user
restrooms
goals
to provide a space designed to help
students and the public feel welcomed
and to provide easily accessed
information
activities
greeting visitors
student waiting/pick-up area
workstation for administrative assistant
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
adequate ventilation
windows to provide natural light
administrative area should be
mechanically zoned for year round
use
interior glazing to provide visibility to
circulation areas (optional)
no visual access from public to computer
screens, paperwork, etc.
LEGEND ///
fixed furnishings
F1.1 casework (lockable)
F3 wall shelving
F5 tackable/magnetic wall surface
F26 reception counter
F89 data drop
loose furnishings
L13 small table (3)
L15 task chair
L18 lounge chair (8-10)
L21 work table for check-in station
AV & IT equipment
M2 color printer (networked)
M4 photocopy machine
M7 desktop computer
M12 laptop computer
M-AD-2 /// WELCOME CENTER
146
M-AD-3 /// SECURITY AREA
L12
F89
147
M-AD-3 /// SECURITY AREA
size
75 SF
capacity/users
1 staff member
ancillary spaces
n/a
spatial relationships
adjacent to main entry and entrance lobby
goals
to serve as a check-in and checkpoint for
non-school visitors
activities
monitor security footage
monitor main entrance to school
workstation for security office
environmental considerations
uniform and controllable lighting
environmental sound control
recessed electrical outlets located in the
floor
LEGEND ///
fixed furnishings
F89 data drop
loose furnishings
L12 admin workstation with chair
AV & IT equipment
n/a
148
M-AD-4 /// CONFERENCE ROOM
F4
F5 F110
L20
L19
F1.1
F89
PRINCIPAL’S
OFFICE
149
M-AD-4 /// CONFERENCE ROOM
size
200 SF
capacity/users
6-8 people
ancillary spaces
n/a
spatial relationships
near welcome center
centrally located within administrative
area
adjacent to principal’s office
goals
to provide a place for administrative
conferences or meetings
activities
conferences with staff, parents, and
visitors
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light,
desirable
auditory privacy
LEGEND ///
fixed furnishings
F1.1 casework (8-10 LF tall cabinets)
F4 marker board (8 LF)
F5 tackable/magnetic wall surface (8 LF)
F110 2D display
F89 data drop
loose furnishings
L19 conference table (with table technology
installations - VGA jacks, data outlets,
power outlets, etc.)
L20 executive chair (8)
AV & IT equipment
n/a
150
M-AD-5 /// PRINCIPAL’S OFFICE
F5
M7
F4L20
L15
L5
L12
L50
L7
L11
F89
151
size
200 SF
capacity/users
4-5 people
ancillary spaces
n/a
spatial relationships
near main entrance
near administrative assistant
adjacent to conference room
goals
to provide an office for the principal to
give instructional leadership in a
personal and organized environment
for students, staff, and community
activities
conferences with staff, parents, and
visitors
curriculum development
research and planning
telephone communications
dealing with personnel issues
coordination of school and support
services
administrative activities
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light,
desirable
auditory privacy
provide views to parking lot / main
entrance (optional)
LEGEND ///
fixed furnishings
F4 marker board
F5 tackable/magnet wall surface
F89 data drop
loose furnishings
L5 four drawer file cabinet
L7 teacher’s lockable wardrobe
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair
L15 task chair (3-4)
L20 executive chair (1)
L50 small conference table
AV & IT equipment
M7 desktop computer or M12 laptop
computer
M-AD-5 /// PRINCIPAL’S OFFICE
152
M7
M12
F4
L15
L50
L7
L11 L20 L5
L15 L12
F89
M-AD-6 /// ADMINISTRATIVE OFFICE
153
size
150 SF
capacity/users
1-4 people
ancillary spaces
n/a
spatial relationships
may be located near academic core for
supervision
may be located near administration suite
goals
to provide an office for the assistant
principal to perform administrative
functions
activities
conferences with parents
student interaction
conferences with individual teachers or
small groups
telephone communications (private)
research and planning
coordination of school and support
services
administrative activities
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light,
desirable
auditory privacy
LEGEND ///
fixed furnishings
F4 marker board
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet
L7 teachers lockable wardrobe
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair
L15 task chair (2-4)
L20 executive chair
L50 small conference table
AV & IT equipment
M7 desktop computer
M12 laptop computer
M-AD-6 /// ADMINISTRATIVE OFFICE
154
MAILROOM
F1.1
F4
F1
L15
L21
L17
F5
F89
M-AD-7 /// ADMINISTRATIVE WORKROOM
155
size
250-400 SF
capacity/users
2-4 people
ancillary spaces
n/a
spatial relationships
near welcome center
located within administrative suite
goals
to provide an area for information to be
distributed and recorded
activities
copying
collating
sorting of files
preparing communications for mailing
binding reports
telephone communications
sorting and collecting mail
environmental considerations
uniform and controllable lighting, areas of
soft lighting
environmental sound control
electrical outlets for equipment
auditory privacy
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
F1.1 casework (mail slots - 12” wide x 6”
high x 15” deep with 65, 80, 95 total
slots and pass-through cabinets below)
F4 marker board (4 LF)
F5 tackable / magnet wall surface
F89 data drop
loose furnishings
L15 task chair (2-4)
L17 printer station
L21 work table
AV & IT equipment
n/a
M-AD-7 /// ADMINISTRATIVE WORKROOM
156
M-AD-8 /// RECORDS ROOM
L22 L5L5
L13
L15
F89
157
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
near main office
goals
to provide secure, fireproof, and adequate
storage for money, records, and other
valuable items
activities
storing of money and other valuable items
storage of files and records
accessible to administration staff
environmental considerations
uniform and controllable lighting
security of door
LEGEND ///
fixed furnishings
F89 data drop
loose furnishings
L5 four drawer file cabinets (8-10
fireproof file cabinets)
L13 small table
L15 task chair
L22 safe
AV & IT equipment
n/a
M-AD-8 /// RECORDS ROOM
158
M-AD-9 /// PARENT RESOURCE CENTER (OPTIONAL)
F1.1 F1.1
F6 F7
F4
F5
F9
L5L22 L14
L26
L21
L15
L11
F89
L18
WELCOME
CENTER
159
M-AD-9 /// PARENT RESOURCE CENTER (OPTIONAL)
size
200 SF
capacity/users
8-10 people
ancillary spaces
n/a
spatial relationships
near principal’s office
near welcome center
goals
to provide a place for parents to meet and
work when they volunteer at school
to provide a place for parents to store
their personal belongings
to provide a space for parents to check-
out and use parenting sources
*only required in title 1 schools, optional
in other schools
activities
small group meetings
work area
storage for personal items
parent training
private consultation
parent employment research
volunteer registration
environmental considerations
uniform and controllable lighting
environmental sound control
moisture and stain resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (wall cabinets)
F4 marker board
F5 tackable / magnet wall surface
F6 soap dispenser
F7 towel dispenser
F9 classroom sink
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet
L11 adjustable height bookshelves (20 LF)
L14 computer workstation
L15 task chair (12)
L18 lounge chairs (4)
L21 work tables (2, 36”x72”)
L22 safe
L26 refrigerator
AV & IT equipment
n/a
160
M-AD-10 /// COUNSELOR’S OFFICE
L15
L12
L5
L11
L50
F5
M12
F4F1.1
F89
161
M-AD-10 /// COUNSELOR’S OFFICE
size
150 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
near student services conference
near welcome center
goals
to provide counseling and other
student support services in a
professional environment that is easily
accessible to students, staff, parents,
and the community
activities
counseling for students and parents
administrative paperwork
enrollment and orientation of new
students
environmental considerations
uniform and controllable lighting, areas of
soft lighting
environmental sound control
electrical outlets for equipment
windows to provide natural light (optional)
visual and auditory privacy
LEGEND ///
fixed furnishings
F1.1 casework (8 LF)
F4 marker board
F5 tackable / magnetic wall surface
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet (2)
L11 adjustable height bookshelves
L12 admin workstation and chair
L15 task chair (2-4)
L50 small conference table (round, seats 4)
AV & IT equipment
M12 laptop computer
162
M-AD-11 /// STUDENT SERVICES CONFERENCE
L20
L19
F5
F4
F113
F1.1F89
COUNSELOR’S
OFFICE
163
M-AD-11 /// STUDENT SERVICES CONFERENCE
size
200 SF
capacity/users
4-6 people
ancillary spaces
n/a
spatial relationships
adjacent to counselor’s office
goals
to provide a place for administrative and
student conferences or meetings
activities
conference with staff, students, parents,
and visitors
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
auditory and visual privacy
windows to provide natural light (desirable)
LEGEND ///
fixed furnishings
F1.1 casework (12 LF)
F4 marker board (6 LF)
F5 tackable/magnetic wall surface
F89 data drop
F113 IEP fax line
loose furnishings
L19 conference table
L20 executive chairs (6)
AV & IT equipment
n/a
164
F90
F92
F5
L11
L12
L18
L15 L5
L22
F89
M-AD-12 /// EXTRA-CURRICULAR WORKROOM / PROGRAM OFFICE
M-AD-12 /// EXTRA-CURRICULAR WORKROOM / PROGRAM OFFICE
165
size
250 SF
capacity/users
1-3 people
ancillary spaces
n/a
spatial relationships
near public use spaces
near gymnasium and student dining area/
multipurpose
access to main corridor
goals
office and storage area for before/after
school program coordinators
activities
administrative duties
storing and retrieving supplies and
equipment
teaching/tutoring and counseling
environmental considerations
uniform and controllable lighting, areas of
soft lighting
environmental sound control
electrical outlets for equipment
windows to provide natural sunlight and
egress
LEGEND ///
fixed furnishings
F5 tackable/magnetic wall surface (8 LF)
F89 data drop
F90 storage shelving 12” deep
F92 storage shelving 18” deep
loose furnishings
L5 four drawer lateral file cabinet
L11 adjustable height bookshelves (12 LF)
L12 admin workstation
L15 task chair (2)
L18 lounge chairs
L22 safe
AV & IT equipment
n/a
166
F1
F91
F90
F91
F89
M-AD-13 /// STORAGE
167
size
150 SF
capacity/users
1-3 people
ancillary spaces
n/a
spatial relationships
near core academic classrooms
goals
to provide storage for textbooks used
in the classroom and other teaching
materials and supplies
activities
storing and retrieving books and supplies
environmental considerations
uniform and controllable lighting
proper ventilation
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
F89 data drop
F90 storage shelving 12” deep
F91 storage shelving 24” deep
loose furnishings
n/a
AV & IT equipment
n/a
M-AD-13 /// STORAGE
168
F58
F1.1
F9 L68
L7
F5
F7
F6
L15L13
L18
F4
L67
L21
L15
F89
M-AD-14 /// STAFF LOUNGE
M-AD-14 /// STAFF LOUNGE
169
size
450 SF
capacity/users
10-20 people
ancillary spaces
n/a
spatial relationships
near welcome center
goals
to provide a space for teachers,
administrators, and staff to lounge,
collaborate, and eat
activities
a breakout space for teachers,
administrators, and staff to lounge,
collaborate, eat and socialize
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
auditory privacy
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving
F1.1 casework (base/wall cabinets and
shelving)
F4 marker board (6 LF minimum)
F5 tackable/magnetic wall surface (6 LF
minimum)
F6 soap dispenser
F7 towel dispenser
F9 classroom sink
F58 kitchenette
F82 drinking fountain
F89 data drop
loose furnishings
L13 small tables (2+) (seat 4 per table)
L15 task chairs (10-20)
L18 lounge chairs (5)
L21 work table (2) - rectangular along the wall
L67 microwave
L68 refrigerator / commercial
AV & IT equipment
n/a
170
M-AD-15 /// WELLNESS / LACTATION ROOM
L68
L18 L12
F89
171
size
150 SF
capacity/users
1 people
ancillary spaces
n/a
spatial relationships
near staff lounge
near administrative office
goals
to provide nursing mothers a private room
to pump or for staff to address
wellness matters
activities
wellness activities
pumping
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
auditory privacy
visual privacy
windows to provide natural light, desirable
window treatment to darken room
LEGEND ///
fixed furnishings
F89 data drop
loose furnishings
L12 admin workstation and chair
L18 lounge chair (2)
L68 refrigerator / commercial
AV & IT equipment
n/a
M-AD-15 /// WELLNESS / LACTATION ROOM
173
M-HS /// HEALTH SUITE
WAITING AREA
TREATMENT AREA
COTS
OFFICE
STORAGE
TOILET
174
Comments //
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each
capacity model. Specific square footage requirements and quantity of spaces will be completed during the site specific
ed spec process. Assumptions for the capacity model are: 450 students : 48 staff; 550 students : 54 staff.
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
HEALTH SUITE
Waiting Area
Treatment Area
Cots
Office
Storage
Toilet
TOTAL
1
1
1
1
1
1
1
1
1
1
1
1
150
150
250
125
25
50
150
150
250
125
25
50
150
150
250
125
25
50
750
150
150
250
125
25
50
750
175
HEALTH SUITE ADJACENCY DIAGRAM
KEY ///
direct access
linked space
enclosed space
open space
WELCOME
CENTER
LOBBY
ADMINISTRATION
SUITE
HEALTH
SUITE
176
M-HS-1 /// WAITING AREA
L80
WAITING
AREA
COTS
TOILET
OFFICE
STORAGE
TREATMENT
AREA
L18
F89
OFFICE
177
size
150 SF
capacity/users
2-3 people
ancillary spaces
treatment area (M-HS-2)
cots (M-HS-3)
office (M-HS-4)
storage (M-HS-5)
toilet (M-HS-6)
spatial relationships
near welcome center
near lobby entrance
goals
administrative and meeting area for
health staff
activities
meeting area for students, parents, or
guardians
administrative activities by school nurse
private conversations
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
visual control to welcome center or
corridor
visual and auditory privacy
wipeable nonporous surfaces for easy
cleaning
LEGEND ///
fixed furnishings
F89 data drop
loose furnishings
L18 lounge chair (non-porous)
L80 brochure display stand
AV & IT equipment
n/a
M-HS-1 /// WAITING AREA
178
M-HS-2 /// TREATMENT AREA
L24
L13
L26
L1 L18 L25
F9 F6
F7
F1 F1.1
F5 F25
F121 F113
L70
F89
F116
179
size
150 SF
capacity/users
1-2 people
ancillary spaces
waiting area (M-HS-1)
cots (M-HS-3)
storage (M-HS-5)
toilet (M-HS-6)
spatial relationships
near welcome center
near lobby entrance
goals
to provide school based health services
activities
first aid
consultation with students
health screening
medical treatments
medication administration
student resting while awaiting pick-up by
parent or guardian
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
stain-resistant floor covering and
surfaces
sink with hot and cold water, and eye
wash
adequate ventilation
located away from rooms with copiers;
interferes with hearing screening
auditory and visual privacy
visual control to Waiting area,
Welcome Center, and cots.
all surfaces and furnishings should be
non-porous for easy cleaning
all doors should be locked for privacy, but
should be lockable from the outside
with a key
LEGEND ///
fixed furnishings
F1 base/wall cabinets and shelving (place for
refrigerator connected to back-up
generator)
F1.1 casework (seamless, non-porous
counter)
F5 tackable/magnetic wall surface
F6 soap dispenser
F7 towel dispenser
F9 classroom sink with bubbler
F25 treatment cubicle curtain - Ceiling
mounted curtains to provide privacy
to each cot. Must be easily removable for
cleaning; solid panel for privacy with
mesh at top for ventilation.
F89 data drop
F113 IEP fax line
F116 sink mounted eye washing station
F121 wall-mounted medication cabinet
(lockable)
loose furnishings
L1 stackable/nesting chairs (2-3)
L13 small table
L18 lounge chairs
L24 mobile exam table
L25 nurse stool
L26 refrigerator (lockable)
L70 ice maker
AV & IT equipment
n/a
M-HS-2 /// TREATMENT AREA
180
M-HS-3 /// COTS
F25
L1
L27
181
size
250 SF
capacity/users
2-4 people
ancillary spaces
toilet (M-HS-6)
spatial relationships
near welcome center
near lobby entrance
goals
To provide school based health services
activities
a resting place for students and staff
when feeling ill
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
stain-resistant floor covering and
surfaces
adequate ventilation
suditory and visual privacy
visual control from office/waiting or
welcome center
LEGEND ///
fixed furnishings
F25 treatment cubicle curtains - Ceiling
mounted curtains to provide privacy
to each cot. Must be easily removable for
cleaning; solid panel for privacy with
mesh at top for ventilation.
loose furnishings
L1 stackable/nesting chairs (2)
L27 health suite cot (2-4)
AV & IT equipment
n/a
M-HS-3 /// COTS
182
M-HS-4 /// OFFICE
M7
L5
L11
L12L18
F89
F5
L15
183
size
125 SF
capacity/users
2-3 people
ancillary spaces
waiting area (M-HS-1)
treatment area (M-HS-2)
storage (M-HS-5)
spatial relationships
near welcome center
near lobby entrance
goals
administrative area for
health staff
activities
administrative activities by school nurse
private conversations
environmental considerations
uniform lighting, areas of soft lighting
environmental sound control
electrical outlets for equipment
visual control to welcome center or
corridor
visual and auditory privacy
wipeable nonporous surfaces
LEGEND ///
fixed furnishings
F5 tackable/magnetic wall surface
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet
L11 adjustable height bookshelves
L12 admin workstation and chair
L15 task chair (2)
L18 lounge chair
AV & IT equipment
M7 desktop computer
M-HS-4 /// OFFICE
184
M-HS-5 /// STORAGE
F90
F92
185
size
25 SF
capacity/users
1 person
ancillary spaces
toilet (M-HS-6)
spatial relationships
adjacent and access to the office/waiting
area
goals
to provide storage for medical supplies
and equipment
activities
storing chemicals, equipment, and
supplies
environmental considerations
uniform lighting
security of equipment, supplies, and
medicines
security of door
LEGEND ///
fixed furnishings
F90 storage shelving (12” deep)
F92 storage shelving (18” deep)
loose furnishings
n/a
AV & IT equipment
n/a
M-HS-5 /// STORAGE
186
M-HS-6 /// TOILET
F1.1
F30
F7
F75
F74
F19
F76
F14 F102F6F18
187
size
50 SF
capacity/users
1 person
ancillary spaces
N/A
spatial relationships
located within health suite
goals
provide a private bathroom for health
suite
activities
personal and health needs for the health
suite
changing clothes
environmental considerations
uniform and controllable lighting
environmental sound control
moisture and stain resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (wall cabinets)
F6 soap dispenser
F7 towel dispenser
F14 36” and 42” grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F74 coat hook-bathroom accessory
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F102 toilet
loose furnishings
n/a
AV & IT eqpuipment
n/a
M-HS-6 /// TOILET
189
M-SD /// STUDENT DINING
STUDENT DINING AREA
CHAIR / TABLE STORAGE
KITCHEN / FOOD PREPARATION
SERVING AREA
DRY FOOD STORAGE
FREEZER AND COOLER
WARE WASHING
CLEANING STORAGE
FOOD SERVICE OFFICE
TOILET / LOCKERS
MULTIPURPOSE ROOM
190
Comments //
*Space program has been designed to accommodate a full-service kitchen. Space program should be confirmed by food service professional
at time of site-specific Ed Spec development.
**Optional to be determined by DCPS during the development of the site-specific Ed Spec.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific
square footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity
model are: 450 students : 48 staff; 550 students : 54 staff.
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
STUDENT DINING
Student Dining Area
Chair/Table Storage
Kitchen/Food Preparation*
Serving Area
Dry Food Storage
Freezer and Cooler
Ware Washing
Cleaning Storage
Food Service Office
Toilet/Lockers
Multipurpose Room**
TOTAL
1
1
1
1
1
1
1
1
1
1
--
1
1
1
1
1
1
1
1
1
1
--
2,250
175
650
300
300
350
150
75
150
150
2,000
2,750
215
650
300
300
350
150
75
150
150
2,000
2,250
175
650
300
300
350
150
75
150
150
--
4,550
2,750
215
650
300
300
350
150
75
150
150
--
5,090
191
STUDENT DINING ADJACENCY DIAGRAM
STUDENT DINING AREA
STAGE
FOOD PREP
AREA
SERVING
AREA
CHAIR
TABLE
STORAGE
FOOD
SERVICE
OFFICE
TOILET
LOCKERS SHARED
OUTDOOR
LOADING
DECK
DRY FOOD
STORAGE
FREEZER /
COOLER
CLEANING STORAGE
WARE WASHING
EXTERIOR
KEY ///
direct access
linked space
enclosed space
open space
192
L99L98 L100
CHAIR / TABLE STORAGE
FOOD PREP AND
SERVING AREA
OUTSIDE
L39
L41
F64
L101
L40
F5F89
F4
F4
F65
M-SD-1 /// STUDENT DINING AREA
193
M-SD-1 /// STUDENT DINING AREA
size
2,250-2,750 SF
capacity/users
1/3 of the school capacity per lunch
period (3 periods)
3-6 staff members
members of community (after hours)
ancillary spaces
serving area (M-SD-4)
chair/table storage (M-SD-2)
spatial relationships
centrally located to office area,
classrooms, and media center
near parking and entry to building
goals
to provide a pleasant atmosphere for
students to eat meals (assume
population served over three breakfast
and lunch periods)
to provide a flexible meeting space for
groups if needed
activities
student dining
school and community programs
meetings and activities
environmental considerations
uniform and controllable lighting
adequate ventilation
electrical outlets for equipment
environmental sound control
higher than normal ceiling height
electrical outlets for student use
provide sound system
provide large motorized projection screen
with ceiling mounted projector
configure larger spaces to manage sound
and for multiple users
cleanable building surfaces
good sight lines to all areas of the room
for supervision
window treatment to darken room for AV
presentation; this is required if the
stage is located in this area
outlets and data ports for salad bar and
point of sale locations; flush to ground
with cover
doors to allow piano access
LEGEND ///
fixed furnishings
F4 marker board (on two walls - 16 LF each
with electric outlet below)
F5 tackable/magnetic wall surface
F64 filtered water fountain w/ bubbler and
goose neck bottle filler
F65 recycling center (work with food service
staff on location and design)
F89 data drop
loose furnishings
L39 cafeteria tables (tables and seating
to accommodate 1/3 of school capacity-
vary seating options and heights
L40 point of sale station
L41 chair dollies
L98 recycling Bins (cafeteria)
L99 composting Bins (cafeteria)
L100 waste bins (cafeteria)
L101 salad bar
AV & IT equipment
n/a
194
M-SD-2 /// CHAIR / TABLE STORAGE
L41L1
195
size
175-215 SF (provide sufficient space to
store all tables and chairs)
capacity/users
2 people
ancillary spaces
student dining area (M-SD-1)
multipurpose room (M-SD-11)
spatial relationships
located in student dining area
goals
to provide convenient storage of dining
chairs and tables to be used for
meetings and performances
activities
storage
environmental considerations
uniform lighting
cleanable and resilient building surfaces
accessibility for moving furniture in and
out
LEGEND ///
fixed furnishings
N/A
loose furnishings
L1 stackable/nesting chair (stacked)
L41 chair dollies
AV & IT equipment
n/a
M-SD-2 /// CHAIR / TABLE STORAGE
196
M-SD-3 /// KITCHEN / FOOD PREPARATION
F38
F33
F69
F34 F41F6
F68F7
F66
F36
F39 F70
F40
F90
F92
DRY FOOD
STORAGE
DINING OR
MULTIPURPOSE
CLEANING
STORAGE FREEZERCOOLER
FOOD SERVICE
OFFICEF67
F114
197
size
650 SF
capacity/users
4-6 people*
*confirm required capacity with DCPS
food services
ancillary spaces
student dining area (M-SD-1)
multipurpose room (M-SD-11)
spatial relationships
near loading dock to permit truck access
to docking and storage areas (site
specific)
adjacent and access to student dining
area/multipurpose
near dumpsters
cafeteria serving arrangement
goals
to prepare student meals
activities
preparation of student meals
environmental considerations
uniform lighting
durable seamless flooring
proper ventilation of space to remove
cooking odors
cleanable building surfaces
electrical/plumbing/mechanical
connection for food service equipment
appropriate drainage
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F33 pot washing sinks
F34 food preparation sink
F36 work tables
F38 refrigeration/reach-ins
F39 mop sink with hose
F40 chemical storage
F41 exhaust hood system
F66 oven
F67 convection steamer
F68 range with convection oven base
F69 ware washing machine
F70 mop rack
F90 storage shelving 12” deep
F92 storage shelving 18” deep
F114 warming cabinet
*confirm required furnishings with DCPS
Food Services and Department of Health
loose furnishings
n/a*
*confirm required furnishings with DCPS
Food Services and Department of Health
AV & IT equipment
n/a
M-SD-3 /// KITCHEN / FOOD PREPARATION
198
F42
F47
F42
F47
M-SD-4 /// SERVING AREA
199
size
300 SF
capacity/users
15-20 people (at serving line)*
*confirm required capacity with DCPS
Food Services
ancillary spaces
student dining area (M-SD-1)
multipurpose room (M-SD-11)
kitchen/food preparation (M-SD-3)
spatial relationships
beginning of serving line should be
near entry door of student dining
area/multipurpose
goals
to provide hot and cold serving stations
for those seeking meals or snacks and
access to the kitchen area
activities
serve food
environmental considerations
uniform and controllable lighting
cleanable building surfaces
electrical connections for food service
equipment
adequate ventilation
overhead rolling doors
*ensure pass through connections
between kitchen/food prep area
LEGEND ///
fixed furnishings
F42 drop-in individually controlled heated
electric food wells and full service sneeze
guard (student height) with over shelf
F47 drop-in self contained refrigerated cold
pan for side items (counter sneeze guards
are lower than normal for better viewing
and service to middle school students)
*confirm required furnishings with DCPS
Food Services and Department of Health
loose furnishings
n/a*
*confirm required furnishings with DCPS
Food Services and Department of Health
AV & IT equipment
n/a
M-SD-4 /// SERVING AREA
200
M-SD-5 /// DRY FOOD STORAGE
F12
F12
201
size
300 SF
capacity/users
2 people
ancillary spaces
n/a
spatial relationships
near supply storage/receiving
adjacent and access to food prep area
goals
to provide an area for food storage
activities
storage
environmental considerations
uniform lighting
cleanable building surfaces
adequate ventilation
LEGEND ///
fixed furnishings
F12 rust resistant shelving and
dunnage racks (24” deep)
*confirm required furnishings with DCPS
Food Services and Department of Health
loose furnishings
N/A*
*confirm required furnishings with DCPS
Food Services and Department of Health
AV & IT equipment
n/a
M-SD-5 /// DRY FOOD STORAGE
202
M-SD-6 /// FREEZER / COOLER
COOLER
FOOD PREPARATION
AREA
FREEZER
F12
F12
203
size
350 SF*
*confirm required SF with DCPS Food
Services
capacity/users
2-4 people
ancillary spaces
N/A
spatial relationships
adjacent and access to food prep area
near the supply storage/receiving
goals
to provide space for manufactured
freezer and refrigerator units to store
food for short periods of time
activities
cold food storage
environmental considerations
uniform lighting
ventilation for refrigeration machinery/
equipment
cleanable building surfaces
floor to be flush with adjacent kitchen
floor
electrical service for refrigeration
equipment
LEGEND ///
fixed furnishings
F12 rust resistant shelving and
dunnage racks (24” deep)
*confirm required furnishings with DCPS
Food Services and Department of Health
loose furnishings
n/a*
*confirm required furnishings with DCPS
Food Services and Department of Health
AV & IT equipment
n/a
M-SD-6 /// FREEZER / COOLER
204
NOTE //
This is an example of a ware washing area. Food service equipment will vary
from school to school; confirm requirements with DCPS Office of Food and
Nutrition Services.
STUDENT DINING OR
MULTIPURPOSE
F12
M-SD-7 /// WARE WASHING
205
size
150 SF
capacity/users
1-2 people
ancillary spaces
kitchen/food preparation area (M-SD-3)
spatial relationships
adjacent and access to food preparation
area
near the supply storage/receiving
goals
to clean food service equipment
activities
scrape, wash, dry, and store food service
equipment
environmental considerations
uniform lighting
ventilation to remove steam and
condensation
cleanable building surfaces
floor to be flush with adjacent kitchen
floor
electrical service for refrigeration
equipment
LEGEND ///
fixed furnishings
F12 rust resistant shelving and
dunnage racks (24” deep)
loose furnishings
n/a*
*confirm required furnishings with DCPS
Food Services and Department of Health
AV & IT equipment
n/a
M-SD-7 /// WARE WASHING
206
M-SD-8 /// CLEANING STORAGE
F9.2
F39 F70
207
size
75 SF
capacity/users
1 person
ancillary spaces
kitchen/food preparation (M-SD-3)
spatial relationships
near the supply storage/receiving
goals
to store chemicals used for cleaning and
maintaining kitchen
activities
storing chemicals and equipment
environmental considerations
uniform lighting
cleanable building surfaces
sensors for spilled chemicals
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F9.2 rust resistant shelving
F39 mop sink with hose
F70 mop rack
loose furnishings
n/a
AV & IT equipment
n/a
M-SD-8 /// CLEANING STORAGE
208
M-SD-9 /// FOOD SERVICE OFFICE
F5 L11
L15
L12
KITCHEN / FOOD
PREPARATION
F1.1
F89
M2
M7
L5
209
size
150 SF
capacity/users
1-2 people
ancillary spaces
kitchen/food preparation (M-SD-3)
spatial relationships
adjacent and access to kitchen
goals
to provide an area to keep records and
conduct business
activities
scheduling
staff evaluations/discipline/meetings
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
view of the kitchen
LEGEND ///
fixed furnishings
F1.1 casework (12 LF)
F5 tackable/magnetic wall surface
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet (lockable)
L11 adjustable height bookshelves
L12 admin workstation and chair
L15 task chair (2)
AV & IT equipment
M2 color printer
M7 desktop computer
M-SD-9 /// FOOD SERVICE OFFICE
210
M-SD-10 /// TOILET / LOCKERS
F18
F76
F102
F6
F55 F1.1
F7 F30F74F50
F19 F14F75
211
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
located near Kitchen/food preparation
and food service office
goals
to provide adequate space to kitchen staff
and their health needs
activities
personal and health needs for the kitchen
staff
changing clothing
environmental considerations
uniform lighting
environmental sound control
moisture and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (wall cabinets)
F6 soap dispenser
F7 towel dispenser
F14 36” and 42” grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F50 lockers
F55 locker bench
F74 coat hook-bathroom accessory
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F102 toilet
F115 hand dryer
*confirm required furnishings with DCPS
Food Services and Department of Health
loose furnishings
n/a*
*confirm required furnishings with DCPS
Food Services and Department of Health
AV & IT equipment
n/a
M-SD-10 /// TOILET / LOCKERS
212
M-SD-11 /// MULTIPURPOSE ROOM (OPTIONAL)
F6 F7
F4
F5
F9
L21
L15
F89
213
M-SD-11 /// MULTIPURPOSE ROOM (OPTIONAL)
size
2,000 SF
capacity/users
20-40 people
ancillary spaces
n/a
spatial relationships
near chair/table storage
near restrooms if possible
goals
to provide a flexible meeting space for
groups if needed
provide flexible space for school and
community
activities
small group meetings
group meetings
work area
project work area
community/ volunteer work sessions
small group P .E. activities
environmental considerations
uniform and controllable lighting
environmental sound control
moisture and stain resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (wall cabinets)
F4 marker board
F5 tackable / magnet wall surface
F6 soap dispenser
F7 towel dispenser
F9 classroom sink
F89 data drop
loose furnishings
L15 task chair (20-40)
L21 work tables (2-4, 36”x72”)
AV & IT equipment
n/a
213
M-BS /// BUILDING SUPPORT
SUPPLY STORAGE / RECEIVING
TOILET / SHOWER / LOCKER ROOMS
CUSTODIAL / DGS OFFICE
CUSTODIAL CLOSET
LARGE GROUP RESTROOMS
ELECTRICAL CLOSET
TELECOMMUNICATIONS ROOM
CORRIDORS
MECHANICAL / ELECTRICAL SPACE / DECKS
STORAGE AREA
OUTDOOR CUSTODIAL EQUIPMENT STORAGE AREA
CENTRAL STORAGE AREA
RECEIVING AREA
STAFF RESTROOM
FAMILY RESTROOM
TECHNOLOGY STORAGE
ENGINEERING OFFICE
ENGINEERING STORAGE`
LOADING DOCK
Supply Storage
Toilet/Shower/Locker Room
Custodial/DGS Office
Custodial Closet
Large Group Restrooms*
Electrical Closet*
Telecommunications Room*
Corridors*
Mechanical/Electrical Space/Decks*
Storage Area
Outdoor Custodial Equipment Storage Area
Central Storage Area
Receiving Area
Staff Restroom*
Family Restroom*
Technology Storage
Engineering Office
Engineering Storage
Loading Dock
TOTAL
1
1
2
8
--
--
--
--
--
1
1
1
1
--
--
1
1
1
1
1
1
2
9
--
--
--
--
--
1
1
1
1
--
--
1
1
1
1
450
150
150
25
--
--
--
--
--
300
300
200
150
65
65
300
150
200
150
550
150
150
25
--
--
--
--
--
300
300
200
150
65
65
350
150
200
150
450
150
300
200
--
--
--
--
--
300
300
200
150
--
--
300
150
200
150
2,850
550
150
300
225
--
--
--
--
--
300
300
200
150
--
--
350
150
200
150
3,025
214
SPACE QTY
450 STUDENTS 550 STUDENTS
QTYSF SFTOTAL TOTAL
BUILDING SUPPORT
Comments //
*The size and quantity of these spaces to be determined during site specific Ed Spec and design, included as part of Gross Up in prototype.
Note: In this document, staff assumptions were made to ensure staff spaces were approximately correct at each capacity model. Specific
square footage requirements and quantity of spaces will be completed during the site specific ed spec process. Assumptions for the capacity
model are: 450 students : 48 staff; 550 students : 54 staff.
FIG. 50.0 // BUILDING SUPPORT ADJACENCY DIAGRAM
LARGE GROUP
RESTROOM
BUILDING
** LOCATED THROUGHOUT BUILDING
** LOCATED THROUGHOUT BUILDING
CORE ACADEMICSACCESS TO
ALL BUILDING
OCCUPANTS
TEACHER
PREP AREAS /
WORKROOMS
ADMINISTRATION
PUBLIC AREAS
[ STUDENT DINING
GYM
MEDIA CENTER ]
CUSTODIAL
CLOSET
STAFF
RESTROOM
FAMILY
RESTROOM
KEY ///
direct access
linked space
enclosed space
open space
215
BUILDING SUPPORT ADJACENCY DIAGRAM
LARGE GROUP
RESTROOM
BUILDING
** LOCATED THROUGHOUT BUILDING
** LOCATED THROUGHOUT BUILDING
CORE ACADEMICS
ACCESS TO
ALL BUILDING
OCCUPANTS
TEACHER
PREP AREAS /
WORKROOMSADMINISTRATION
PUBLIC AREAS
[ STUDENT DINING
GYM]
CUSTODIAL
CLOSET
STAFF
RESTROOM
FAMILY
RESTROOM
KEY ///
direct access
linked space
enclosed space
open space
215
216
M-BS-1 /// SUPPLY STORAGE
SERVICE COURTYARD
CUSTODIAL OFFICE
TOILET / LOCKER / SHOWER
CORRIDOR
F3
F3
F3 L36
L41L46
F89
size
450-550 SF
capacity/users
2-4 people
ancillary Spaces
n/a
spatial relationships
adjacent and access to loading dock area
and service courtyard
access to corridor
adjacent and access to custodial office
adjacent and access to toilet / shower /
locker room
goals
to store and receive supplies
activities
storage
environmental considerations
uniform and controllable lighting
adequate ventilation
supplement heating source
double door with removable mullions
ceiling/overhead door to loading dock
LEGEND ///
fixed furnishings
F3 wall shelving (84” high x 36” deep)
F89 data drop
loose furnishings
L36 flammables storage
L41 chair dollies
L46 step ladder
AV & IT equipment
n/a
217
M-BS-1 /// SUPPLY STORAGE
218
M-BS-2 /// TOILET / SHOWER / LOCKER ROOM
F29 F59
F18
F14
F6
F115F55F1.1
F7F76F74 F75F50
F19
F102
F30
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
located near custodial area
goals
to provide adequate space for custodial
staff storage and their personal health
needs
activities
personal and health needs for the
custodial staff
storing and changing clothing
environmental considerations
uniform lighting
environmental sound control
moisture- and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (wall cabinets)
F6 soap dispenser
F7 towel dispenser
F14 36” and 42” grab bars
F18 mirror
F19 toilet tissue holder
F29 ada shower accessories
F30 bathroom sink
F50 lockers
F55 locker bench
F59 changing table
F74 coat hook-bathroom accessory
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F102 toilet
F115 hand dryer
F118 toilet seat cover dispenser
loose furnishings
n/a
AV & IT equipment
n/a
219
M-BS-2 /// TOILET / SHOWER / LOCKER ROOM
M-BS-3 /// CUSTODIAL / DGS OFFICE
220
CORRIDOR
SUPPLY / STORAGE / RECEIVING
F5 F1.1
L5
L12
L5
L12
L13
L15
L11
F89
M2
M7
M7
F4
size
150 SF
capacity
2-3 people
ancillary spaces
n/a
spatial relationships
near supply storage/receiving
access to corridor
near custodial toilet / shower / locker
goals
to provide an area to keep records and
conduct administrative activities
activities
conferences with staff and other visitors
telephone calls
ordering
inventory
administrative activities
environmental considerations
uniform and controllable lighting
environmental sound control
electrical outlets for equipment
view of the kitchen
LEGEND ///
fixed furnishings
F1.1 casework (8 LF)
F4 marker board
F5 tackable/magnetic wall surface
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet (2)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair (2)
L13 small table
L15 task chair (2)
AV & IT equipment
M2 color printer
M7 desktop computer
M-BS-3 /// CUSTODIAL / DGS OFFICE
221
222
M-BS-4 /// CUSTODIAL CLOSET
F3
F103
F39
F70
size
25 SF
capacity/users
1 person
ancillary spaces
N/A
spatial relationships
near large group restrooms
dispersed throughout the school
goals
Provide storage for custodial supplies
activities
storage for custodial supplies throughout
the building
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
adequate drainage
LEGEND ///
fixed furnishings
F3 wall shelving
F39 mop sink with hose
F70 mop / broom rack
F103 floor drain
loose furnishings
n/a
AV & IT equipment
n/a
223
M-BS-4 /// CUSTODIAL CLOSET
224
F14
F51
F51
F74
F118
F74
F14
F75F76F19
F18 F7F30F115
F14 F75F76F19
F14
F7F115 F6F18
F102
M-BS-5 /// LARGE GROUP RESTROOM
capacity/users
students
ancillary spaces
n/a
spatial relationships
near student dining area
near public use areas, such as media
center and gymnasium
near academic core areas
throughout building
goals
provide a restroom to students
activities
personal and health needs for the
students
environmental considerations
uniform lighting
environmental sound control
moisture-and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F6 soap dispenser
F7 towel dispenser
F14 36” and 42” grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F51 toilet partitions
F74 coat hook - bathroom accessory
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F102 toilet
F115 hand dryer
F118 toilet seat cover dispenser
loose furnishings
n/a
AV & IT equipment
n/a
225
M-BS-5 /// LARGE GROUP RESTROOM
226
M-BS-6 /// ELECTRICAL CLOSET
F80
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
dispersed throughout the school
goals
provide a safe space to access electrical
wiring and panels
activities
space for electrical wiring and panels
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
F80 Electrical panel
loose furnishings
n/a
AV & IT equipment
n/a
227
M-BS-6 /// ELECTRICAL CLOSET
228
M16
8’-0” MINIMUM
8’-0” MINIMUM
6” MIN36” MIN
36” MIN 36” MIN
F89
M-BS-7 /// TELECOMMUNICATIONS ROOM
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
n/a
goals
space for technology needs
activities
storage
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F89 Data drop
loose furnishings
n/a
AV & IT equipment
M16 telecommunications rack (6” organizers
between all racks)
*reference OCTO standards
229
M-BS-7 /// TELECOMMUNICATIONS ROOM
230
M-BS-8 /// CORRIDORS
F53 F50
F54F79 F79F71
F52F72
F53
activities
circulation space
LEGEND ///
fixed furnishings
F50 lockers
F52 fire extinguisher
F53 recessed floor mats
F54 digital boards
F71 tack board
F72 3D displays
F79 tackable surface (boards or tack strips)
loose furnishings
n/a
AV & IT equipment
n/a
environmental considerations
corridors shall be a minimum of 8 feet
wide; some areas of natural light is
desirable; the designer should minimize
long corridors lined with classroom doors
extended learning areas are in addition
to the minimum above and must not
intrude into the egress pathway. Seating
areas in extended learning areas must
meet fire code.
lobbies are in addition to the circulation
requirement.
instructional and activity areas shall be
accessible by corridors without passing
through another instructional or activity
area.
the corridors are to meet the egress
requirements of applicable codes.
stairs, ramps, and elevators are included
under the corridor category.
it is recommended that stairs in multi-
story buildings not be enclosed unless
required by code. However, such a
design should not allow students to lean
over railings or put arms/legs through.
posts.
231
M-BS-8 /// CORRIDORS
232
EXTERIOR
M-BS-9 /// MECHANICAL / ELECTRICAL SPACE / DECKS
capacity/user
based on the size of the program
ancillary spaces
n/a
spatial relationships
accessible for maintenance and repair
access to outside (decks)
isolate from main area of building
near loading/receiving area
near custodial area
goals
storage for mechanical and electrical
equipment
activities
space for mechanical and electrical
equipment
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
n/a
loose furnishings
n/a
AV & IT equipment
n/a
233
M-BS-9 /// MECHANICAL / ELECTRICAL SPACE / DECKS
234
F3
EXTERIOR
M-BS-10 /// STORAGE AREA
size
300 SF
capacity/users
3-4 people
ancillary spaces
n/a
spatial relationships
accessible for maintenance and repair
access to outside
isolate from main area of building
near loading/receiving area
near custodial area
goals
storage for mechanical equipment and
supplies
activities
to provide storage for mechanical
equipment and supplies
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
F3 wall shelving - all walls (10’-16’, depth
may vary)
loose furnishings
n/a
AV & IT equipment
n/a
235
M-BS-10 /// STORAGE AREA
236
F3
EXTERIOR
M-BS-11 /// OUTDOOR CUSTODIAL EQUIPMENT STORAGE AREA
size
300 SF
capacity/users
3-4 people
ancillary spaces
n/a
spatial relationships
near custodial office
direct access to outdoors
goals
to provide storage for outdoor custodial
and landscaping equipment and
supplies
activities
space for storage of outdoor custodial
and landscaping equipment
environmental considerations
uniform and controllable lighting
adequate ventilation
secure / lockable
LEGEND ///
fixed furnishings
F3 wall shelving (10’-16’ total, 84” high, 12”,
24” or 30” deep)
loose furnishings
n/a
AV & IT equipment
n/a
237
M-BS-11 /// OUTDOOR CUSTODIAL EQUIPMENT STORAGE AREA
238
F3CORRIDOR
M-BS-12 /// CENTRAL STORAGE AREA
size
200 SF
capacity/users
3-4 people
ancillary spaces
secure machine / equipment storage
spatial relationships
near loading/receiving area
direct access to building circulation
goals
storage of supplies
activities
storage for paper products, utensils,
supplies, etc., to be used throughout
the entire building
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
F3 wall shelving (26’-32’, depth may vary)
loose furnishings
n/a
AV & IT equipment
n/a
239
M-BS-12 /// CENTRAL STORAGE AREA
240
F73
EXTERIOR
M-BS-13 /// RECEIVING AREA
size
150 SF
capacity/users
1-2 people
ancillary spaces
N/A
spatial relationships
near food service spaces
near central storage area
near mechanical room
adjacent to loading dock
goals
area to load and receive supplies and
food
activities
delivery of materials and goods to be
used throughout the building
exterior access to loading dock with
dumpster and truck parking and \
turnaround for 1) trash, 2) recycling,
and 3) composting
driveway sized accordingly to allow
turnaround and parking for these
three uses.
environmental considerations
uniform lighting
appropriate drainage
hose bib
LEGEND ///
fixed furnishings
F73 loading dock levelers and dock bumpers
loose furnishings
n/a
AV & IT equipment
n/a
241
M-BS-13 /// RECEIVING AREA
242
F102F30
F7
F115
F75
F74
F19
F14
F76
F118
F14 F1.1F6F18
M-BS-14 /// STAFF RESTROOM
size
65 SF
capacity/users
1 person
ancillary spaces
n/a
spatial relationships
near academic core classrooms
near teacher collaboration room
distributed throughout the school
goals
Provide a private bathroom for staff
activities
Personal and health needs for staff
Changing clothes
environmental considerations
uniform lighting
environmental sound control
moisture and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (wall cabinets)
F6 soap dispenser
F7 towel dispenser
F14 36” and 42” grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F74 coat hook-bathroom accessory
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F102 toilet
F115 hand dryer
F118 toilet seat cover dispenser
loose furnishings
n/a
AV & IT equipment
n/a
243
M-BS-14 /// STAFF RESTROOM
244
F19
F75F115 F74
F14 F76 F118
F7
F1.1
F14
F6
F18F30
F78
F77
F102
M-BS-15 /// FAMILY RESTROOM
size
65 SF
capacity/users
1-2 people
ancillary spaces
N/A
spatial relationships
located in the administrative area, but
accessible to all building occupants
goals
provide a private bathroom for families
and handicapped
activities
personal, health, and handicap needs
for all building occupants
environmental considerations
uniform lighting
environmental sound control
moisture and stain-resistant finishes
adequate exhaust/ventilation
LEGEND ///
fixed furnishings
F1.1 casework (wall cabinets)
F6 soap dispenser
F7 towel dispenser
F14 36” and 42” grab bars
F18 mirror
F19 toilet tissue holder
F30 bathroom sink
F74 coat hook-bathroom accessory
F75 sanitary napkin dispenser
F76 sanitary napkin disposal
F77 mounted child seat
F78 child changing station
F102 toilet
F115 hand dryer
F118 toilet seat cover dispenser
loose furnishings
n/a
AV & IT equipment
n/a
245
M-BS-15 /// FAMILY RESTROOM
246
F90
F92
L51
M-BS-16 /// TECHNOLOGY STORAGE
size
300-350 SF
capacity/users
2-3 people
ancillary spaces
n/a
spatial relationships
distributed in academic core areas
goals
storage of computers and technology
activities
secure materials storage
charging technology
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
secure and lockable door (electrified
optional)
LEGEND ///
fixed furnishings
F90 storage shelving (12” deep)
F92 storage shelving (18” deep)
loose furnishings
L51 laptop charging cart (10)
AV & IT equipment
n/a
247
M-BS-16 /// TECHNOLOGY STORAGE
248
CORRIDOR
LOADING/RECEVING AREA
F5
L12
L5
L5
L12
L11
F1.1
F89
M2
M7
M-BS-17 /// ENGINEERING OFFICE
size
150 SF
capacity/users
1-2 people
ancillary spaces
n/a
spatial relationships
adjacent to the loading/receiving area
access to corridor
near engineering shop and engineering
storage
goals
to provide an area to keep records and
conduct business
activities
conferences with staff and other visitors
telephone calls
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
LEGEND ///
fixed furnishings
F1.1 casework (8 LF)
F5 tackable/magnet wall surface (8 LF)
F89 data drop
loose furnishings
L5 four drawer lateral file cabinet (2)
L11 adjustable height bookshelves (12 LF)
L12 admin workstation and chair (2)
AV & IT equipment
M2 color printer
M7 desktop computer
249
M-BS-17 /// ENGINEERING OFFICE
250
F92
F90
M-BS-18 /// ENGINEERING STORAGE
size
200 SF
capacity/users
2-4 people
ancillary spaces
N/A
spatial relationships
near the loading/receiving area
near the engineering office
goals
storage of building engineering
equipment and materials
activities
engineering equipment and supplies
storage
environmental considerations
uniform lighting
environmental sound control
electrical outlets for equipment
secure and lockable door
LEGEND ///
fixed furnishings
F90 storage shelving (12” deep)
F92 storage shelving (18” deep)
loose furnishings
n/a
AV & IT equipment
n/a
M-BS-18 /// ENGINEERING STORAGE
251
M-BS-19 /// LOADING DOCK
252
F73
RECEIVING AREA
EXTERIOR
size
150 SF
capacity/users
1-2 people
ancillary spaces
N/A
spatial relationships
near food service spaces
near central storage area
near mechanical room
adjacent to receiving area
goals
area to load and receive supplies and
food
activities
delivery of materials and goods to be
used throughout the building
interior access to receiving area with
dumpster and truck parking and \
turnaround for 1) trash, 2) recycling,
and 3) composting
driveway sized accordingly to allow
turnaround and parking for these
three uses.
environmental considerations
uniform lighting
appropriate drainage
hose bib
LEGEND ///
fixed furnishings
F73 loading dock levelers and dock bumpers
loose furnishings
n/a
AV & IT equipment
n/a
M-BS-19 /// LOADING DOCK
253
EDUCATIONAL SPECIFICATIONS
MIDDLE SCHOOL
PROTOTYPE PROGRAM
CD PS
Page 104 of 121
Exhibit B
Project Schedule
[EXHIBIT WILL APPEAR ON THE FOLLOWING PAGE]
Activity ID Activity Name OD RD Start Finish TF
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE 1028 1028 22-Sep-23 15-Jul-26 0
1. MILESTONES 1. MILESTONES 1028 1028 22-Sep-23 15-Jul-26 0
Contract Milestones Contract Milestones 1028 1028 22-Sep-23 15-Jul-26 0
MILE-1000 NOTICE TO PROCEED (10/2/2023) 0 0 22-Sep-23 0
MILE-1130 SUBSTANTIAL COMPLETION (07/15/2025) 0 0 15-Jul-25* 0
MILE-1050 FINAL COMPLETION (01/15/2026) 0 0 15-Jan-26 181
MILE-1120 ADMINISTRATIVE COMPLETION (07/15/2026) 0 0 15-Jul-26 0
Project Milestones Project Milestones 483 483 06-Oct-23 30-Jan-25 0
MILE-1010 BASELINE SCHEDULE 0 0 06-Oct-23 242
MILE-1020 DEVELOP BUILDING SYSTEM ASSESSMENT 0 0 20-Nov-23 196
MILE-1030 CONCEPT DESIGN SUBMISSION (12 WEEKS FROM NTP) 12/25 /2023 0 0 20-Nov-23 196
MILE-1040 CONSTRUCTION MANAGEMENT PLAN 0 0 10-Apr-24 54
MILE-1150 ESA-1 APPROVAL 0 0 17-Apr-24 27
MILE-1060 GMP SUBMISSION (MAY/2024) 0 0 14-May-24 21
MILE-1070 FULL BUILDING PERMIT SUBMISSION (24 W FROM NTP) 0 0 14-May-24 21
MILE-1080 ESA-2 APPROVAL 0 0 27-May-24 7
MILE-1090 FULL GMP CONSTRUCTION START (40W FROM NTP) (07/28/2024) 0 0 17-Jun-24 28
MILE-1100 CONSTRUCTION START (EARLY ACTIVITIES) 0 0 17-Jun-24 28
MILE-1110 GMP APPROVAL (SEP/2024) 0 0 02-Sep-24 28
MILE-1140 NEW BUILDING - DRY -IN 0 0 30-Jan-25 0
2. PRECONSTRUCTION / DESIGN PHASE 2. PRECONSTRUCTION / DESIGN PHASE 347 347 22-Sep-23 02-Sep-24 316
1. Pre Design Services 1. Pre Design Services 165 165 22-Sep-23 04-Mar-24 224
PCON-1050 EXISTING CONDITION SURVEY 54 54 22-Sep-23 14-Nov-23 0
PCON-1060 LEGAL CONSIDERATIONS 46 46 22-Oct-23 06-Dec-23 313
PCON-1000 SUMMARY OF FEDERAL AGENCY REVIEW MEETING (OP, HPO, CFA, NCPC) 155 155 22-Sep-23 23-Feb-24 10
PCON-1010 SUMMARY OF STATE AGENCY REVIEW MEETING (DDOT, DOEE, DCRA) 155 155 22-Sep-23 23-Feb-24 10
PCON-1070 UTILITY COORDINATION SUMMARY 111 111 15-Nov-23 04-Mar-24 0
Geothecnical Engineering Geothecnical Engineering 35 35 15-Nov-23 19-Dec-23 63
PCON-1020 GEOTECHNICAL ENGINEERING - PERMIT/REVIEW 14 14 15-Nov-23 28-Nov-23 63
PCON-1030 GEOTECHNICAL ENGINEERING - FIELD BORINGS 14 14 29-Nov-23 12-Dec-23 63
PCON-1040 GEOTECHNICAL - FINAL REPORT 21 21 29-Nov-23 19-Dec-23 63
2. Conceptual Design Phase (0-30%) 2. Conceptual Design Phase (0-30%) 152 152 22-Sep-23 20-Feb-24 130
DES-1040 DEVELOP CONCEPT DESIGN (3 CONCEPTS) 46 46 22-Sep-23 06-Nov-23 0
DES-1070 DEVELOP CONCEPT DESIGN BUDGET ESTIMATES 14 14 07-Nov-23 20-Nov-23 0
DES-1090 REVIEW & SELECTION OF CONCEPT DESIGN 29 29 21-Nov-23 19-Dec-23 0
DES-1120 DEVELOP FINAL CONCEPT DESIGN 29 29 20-Dec-23 17-Jan-24 0
DES-1130 PREPARE FINAL CONCEPT COST ESTIMATE 6 6 12-Jan-24 17-Jan-24 0
2023 2024 2025 2026 2027 2028 2029 2030
NOTICE TO PROCEED (10/2/2023)
SUBSTANTIAL COMPLETION (07/15/2025)
FINAL COMPLETION (01/15/2026)
ADMINISTRATIVE COMPLETION (07/15/2
BASELINE SCHEDULE
DEVELOP BUILDING SYSTEM ASSESSMENT
CONCEPT DESIGN SUBMISSION (12 WEEKS FROM NTP) 12/25 /202
CONSTRUCTION MANAGEMENT PLAN
ESA-1 APPROVAL
GMP SUBMISSION (MAY/2024)
FULL BUILDING PERMIT SUBMISSION (24 W FROM NTP)
ESA-2 APPROVAL
FULL GMP CONSTRUCTION START (40W FROM NTP) (07/28/2
CONSTRUCTION START (EARLY ACTIVITIES)
GMP APPROVAL (SEP/2024)
NEW BUILDING - DRY -IN
EXISTING CONDITION SURVEY
LEGAL CONSIDERATIONS
SUMMARY OF FEDERAL AGENCY REVIEW MEETING (OP, HPO,
SUMMARY OF STATE AGENCY REVIEW MEETING (DDOT, DOEE
UTILITY COORDINATION SUMMARY
GEOTECHNICAL ENGINEERING - PERMIT/REVIEW
GEOTECHNICAL ENGINEERING - FIELD BORINGS
GEOTECHNICAL - FINAL REPORT
DEVELOP CONCEPT DESIGN (3 CONCEPTS)
DEVELOP CONCEPT DESIGN BUDGET ESTIMATES
REVIEW & SELECTION OF CONCEPT DESIGN
DEVELOP FINAL CONCEPT DESIGN
PREPARE FINAL CONCEPT COST ESTIMATE
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 1 of 17
Activity ID Activity Name OD RD Start Finish TF
DES-1150 SUBMISSION AND REVIEW OF FINAL CONCEPT DESIGN PACKA GE 14 14 18-Jan-24 31-Jan-24 0
DES-1160 APPROVE CONCEPTUAL DESIGN/ESTIMATE 0 0 31-Jan-24 0
Deliverables Deliverables 152 152 22-Sep-23 20-Feb-24 130
DES-1000 HAZARDOUS MATERILALS SURVEY 15 15 22-Sep-23 06-Oct-23 267
DES-1020 ZONING ANALYSIS 60 60 22-Sep-23 20-Nov-23 52
DES-1110 EXISTING CONDITIONS SURVEY 14 14 07-Nov-23 20-Nov-23 29
DES-1050 PLAN TO PLAN COMPARATION 14 14 07-Nov-23 20-Nov-23 52
DES-1080 TOPOGRAPHIC /SITE SURVEY 25 25 27-Oct-23 20-Nov-23 29
DES-1030 DEVELOP BUILDING SYSTEM ASSESSMENT 60 60 22-Sep-23 20-Nov-23 52
DES-1140 VALUE ENGINEERING ANALYSIS AND STRATEGIES 7 7 15-Dec-23 21-Dec-23 27
DES-1100 WRITTEN SUMMARY OF AGENCY REVIEWS 71 71 27-Oct-23 05-Jan-24 6
DES-1010 CONSTRUCTION MANAGEMENT PLAN (DRAFT) 92 92 21-Nov-23 20-Feb-24 0
3. Schematic Design Phase (35%) 3. Schematic Design Phase (35%) 112 112 21-Nov-23 11-Mar-24 481
DES-1250 DEVELOP SCHEMATIC DESIGN BUDGET ESTIMATE 14 14 07-Feb-24 20-Feb-24 0
DES-1230 DEVELOP SCHEMATIC DESIGN 20 20 01-Feb-24 20-Feb-24 0
DES-1290 APPROVE SCHEMATIC DESIGN/ESTIMATE 0 0 04-Mar-24 0
DES-1300 SUBMISSION AND REVIEW OF SCHEMATIC DESIGN PACKAGE 13 13 21-Feb-24 04-Mar-24 0
Deliverables Deliverables 112 112 21-Nov-23 11-Mar-24 481
DES-1180 PROPOSED BUILDING SYSTEM UPGRADES 20 20 01-Feb-24 20-Feb-24 0
DES-1170 DESIGN NARRATIVE 20 20 01-Feb-24 20-Feb-24 0
DES-1220 PRELIMINARY FF&E DESIGN 20 20 01-Feb-24 20-Feb-24 0
DES-1200 LIFE CYCLE COST ANALYSIS (DRAFT) 20 20 01-Feb-24 20-Feb-24 409
DES-1260 3D RENDERINGS (MIN 4) 20 20 01-Feb-24 20-Feb-24 13
DES-1210 QUALITY CONTROL PLAN (DRAFT) 20 20 01-Feb-24 20-Feb-24 0
DES-1270 VALUE ENGINEERING STRATEGIES 20 20 01-Feb-24 20-Feb-24 13
DES-1240 PLAN-TO PROGRAM COMPARATION 20 20 01-Feb-24 20-Feb-24 0
DES-1310 SUBMIT LOAD LETTER (PEPCO, WASH GAS AND VERIZON) 105 105 21-Nov-23 04-Mar-24 488
DES-1190 PUBLIC ART COORDINATION 40 40 01-Feb-24 11-Mar-24 20
Early Start Agreement Package Early Start Agreement Package 97 97 21-Feb-24 27-May-24 48
ESA #1 - New Playgorund ESA #1 - New Playgorund 57 57 21-Feb-24 17-Apr-24 27
DES-1560 ESA 1 - PREPARE EARLY START AGREEMENT (ESA) - PLAYGROUND 17 17 21-Feb-24 08-Mar-24 27
DES-1570 ESA 1 - REVIEW AND APPROVE ESA - PLAYGROUND 40 40 09-Mar-24 17-Apr-24 27
ESA #2 - Remaining ESA #2 - Remaining 84 84 05-Mar-24 27-May-24 7
DES-1360 ESA 2 - PREPARE EARLY START AGREEMENT ESA (REMAINING) 24 24 05-Mar-24 28-Mar-24 7
DES-1490 ESA 2 - REVIEW AND APPROVE ESA (REMAINING) 60 60 29-Mar-24 27-May-24 7
Interior Non-structural Demo & Abatement Package Interior Non-structural Demo & Abatement Package 15 15 05-Mar-24 19-Mar-24 117
DES-1320 PREPARE INTERIOR NON-STRUCTURAL DEMO & ABATEMENT PACKAGE 5 5 05-Mar-24 09-Mar-24 117
2023 2024 2025 2026 2027 2028 2029 2030
SUBMISSION AND REVIEW OF FINAL CONCEPT DESIGN PACKA
APPROVE CONCEPTUAL DESIGN/ESTIMATE
HAZARDOUS MATERILALS SURVEY
ZONING ANALYSIS
EXISTING CONDITIONS SURVEY
PLAN TO PLAN COMPARATION
TOPOGRAPHIC /SITE SURVEY
DEVELOP BUILDING SYSTEM ASSESSMENT
VALUE ENGINEERING ANALYSIS AND STRATEGIES
WRITTEN SUMMARY OF AGENCY REVIEWS
CONSTRUCTION MANAGEMENT PLAN (DRAFT)
DEVELOP SCHEMATIC DESIGN BUDGET ESTIMATE
DEVELOP SCHEMATIC DESIGN
APPROVE SCHEMATIC DESIGN/ESTIMATE
SUBMISSION AND REVIEW OF SCHEMATIC DESIGN PACKAGE
PROPOSED BUILDING SYSTEM UPGRADES
DESIGN NARRATIVE
PRELIMINARY FF&E DESIGN
LIFE CYCLE COST ANALYSIS (DRAFT)
3D RENDERINGS (MIN 4)
QUALITY CONTROL PLAN (DRAFT)
VALUE ENGINEERING STRATEGIES
PLAN-TO PROGRAM COMPARATION
SUBMIT LOAD LETTER (PEPCO, WASH GAS AND VERIZON)
PUBLIC ART COORDINATION
ESA 1 - PREPARE EARLY START AGREEMENT (ESA) - PLAYGRO
ESA 1 - REVIEW AND APPROVE ESA - PLAYGROUND
ESA 2 - PREPARE EARLY START AGREEMENT ESA (REMAINING
ESA 2 - REVIEW AND APPROVE ESA (REMAINING)
PREPARE INTERIOR NON-STRUCTURAL DEMO & ABATEMENT P
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 2 of 17
Activity ID Activity Name OD RD Start Finish TF
DES-1330 EARLY RELEASE PRICING DEVELOPMENT - INTERIOR NON-STRUCTURAL DEMO &
ABATEMENT
5 5 10-Mar-24 14-Mar-24 117
DES-1340 EARLY RELEASE PRICING APPROVAL - INTERIOR NON-STRUCTURAL DEMO &
ABATEMENT
5 5 15-Mar-24 19-Mar-24 117
Foundation to Grade Package Foundation to Grade Package 56 56 05-Mar-24 29-Apr-24 0
DES-1370 PREPARE FUNDATION TO GRADE PACKAGE 28 28 05-Mar-24 01-Apr-24 0
DES-1400 EARLY RELEASE PRICING DEVELOPMENT 14 14 02-Apr-24 15-Apr-24 0
DES-1450 EARLY RELEASE PRICING REVIEW & APPROVAL 14 14 16-Apr-24 29-Apr-24 0
4. Design Development Phase (60 %) 4. Design Development Phase (60 %) 84 84 21-Feb-24 14-May-24 360
DES-1380 DEVELOP DESIGN DEVELOPMENT 42 42 05-Mar-24 15-Apr-24 21
DES-1420 DEVELOP DESIGN DEVELOPMENT BUDGET ESTIMATE 14 14 16-Apr-24 29-Apr-24 21
DES-1470 APPROVE DESIGN DEVELOMENT DESIGN/ESTIMATE 0 0 14-May-24 360
DES-1480 SUBMISSION AND REVIEW OF DESIGN DEVELOPMENT PACKAGE 14 14 01-May-24 14-May-24 360
Deliverables Deliverables 70 70 21-Feb-24 30-Apr-24 374
DES-1280 FF&E FINAL DESIGN (MIN 2 OPTIONS) 24 24 21-Feb-24 15-Mar-24 406
DES-1350 MAINTENANCE AND REPAIR COST SERVICES (40 YEAR LIFE) 21 21 05-Mar-24 25-Mar-24 396
DES-1390 SPECIFICATIONS (DRAFT) 42 42 05-Mar-24 15-Apr-24 375
DES-1410 SPACE-BY-SPACE LAYOUTS 24 24 30-Mar-24 22-Apr-24 368
DES-1430 FORMATION OF PERMIT TRACKING SHEET 14 14 16-Apr-24 29-Apr-24 375
DES-1440 CODE COMPLIANCE ANALYSIS 14 14 16-Apr-24 29-Apr-24 361
DES-1460 VALUE ENGINEERING AND STRATEGIES 15 15 16-Apr-24 30-Apr-24 360
5. Construction Docs (100%) - IFC 5. Construction Docs (100%) - IFC 57 57 15-May-24 10-Jul-24 360
DES-1500 PREPARE & SUBMIT CDS (50%) 14 14 15-May-24 28-May-24 360
DES-1510 PREPARE AND SUBMIT CD COST ETIMATE 14 14 29-May-24 11-Jun-24 360
DES-1520 REVIEW AND APPROVE CDS MID POINT 8 8 12-Jun-24 19-Jun-24 360
DES-1530 PREPARE AND SUBMIT CDS COST ESTIMATE & SCHEDULE (100%) 7 7 20-Jun-24 26-Jun-24 360
DES-1540 REVIEW & APPROVE CD COST ESTIMATE & SCHEDULE (100%) 14 14 27-Jun-24 10-Jul-24 360
DES-1550 APPROVE CDS/ESTIMATE 0 0 10-Jul-24 360
5. Formation of GMP Proposal (Phase 1) 5. Formation of GMP Proposal (Phase 1) 140 140 16-Apr-24 02-Sep-24 28
Proposed Bidding Procedures Proposed Bidding Procedures 21 21 16-Apr-24 06-May-24 21
GMP3 NARRATIVE DESCRIPTIONS OF THE PROCESS 7 7 16-Apr-24 22-Apr-24 21
GMP4 REPORT ESTIMATE %LABOR HRS DC RESIDENTS 14 14 23-Apr-24 06-May-24 21
GMP2 LIST OF ALL SUBCONTRACTORS 14 14 23-Apr-24 06-May-24 21
Bidding Process Bidding Process 28 28 16-Apr-24 13-May-24 140
GMP7 TRADE BIDDING TABULATIONS 7 7 16-Apr-24 22-Apr-24 21
GMP6 TRADE BIDDIGN PROCESS 14 14 23-Apr-24 06-May-24 21
GMP8 BID EVALUATIONS AND RECOMENDATIONS 7 7 07-May-24 13-May-24 140
GMP Proposal GMP Proposal 133 133 23-Apr-24 02-Sep-24 28
2023 2024 2025 2026 2027 2028 2029 2030
EARLY RELEASE PRICING DEVELOPMENT - INTERIOR NON-ST
EARLY RELEASE PRICING APPROVAL - INTERIOR NON-STRUC
PREPARE FUNDATION TO GRADE PACKAGE
EARLY RELEASE PRICING DEVELOPMENT
EARLY RELEASE PRICING REVIEW & APPROVAL
DEVELOP DESIGN DEVELOPMENT
DEVELOP DESIGN DEVELOPMENT BUDGET ESTIMATE
APPROVE DESIGN DEVELOMENT DESIGN/ESTIMATE
SUBMISSION AND REVIEW OF DESIGN DEVELOPMENT PACK
FF&E FINAL DESIGN (MIN 2 OPTIONS)
MAINTENANCE AND REPAIR COST SERVICES (40 YEAR LIFE)
SPECIFICATIONS (DRAFT)
SPACE-BY-SPACE LAYOUTS
FORMATION OF PERMIT TRACKING SHEET
CODE COMPLIANCE ANALYSIS
VALUE ENGINEERING AND STRATEGIES
PREPARE & SUBMIT CDS (50%)
PREPARE AND SUBMIT CD COST ETIMATE
REVIEW AND APPROVE CDS MID POINT
PREPARE AND SUBMIT CDS COST ESTIMATE & SCHEDULE
REVIEW & APPROVE CD COST ESTIMATE & SCHEDULE (10
APPROVE CDS/ESTIMATE
NARRATIVE DESCRIPTIONS OF THE PROCESS
REPORT ESTIMATE %LABOR HRS DC RESIDENTS
LIST OF ALL SUBCONTRACTORS
TRADE BIDDING TABULATIONS
TRADE BIDDIGN PROCESS
BID EVALUATIONS AND RECOMENDATIONS
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 3 of 17
Activity ID Activity Name OD RD Start Finish TF
GMP12 PREPARE GMP PROPOSAL 21 21 23-Apr-24 13-May-24 21
GMP13 GMP PROPOSAL REVIEW & APPROVE (DGS) 112 112 14-May-24 02-Sep-24 28
GMP14 ACCEPTANCE OF GMP (GMP AMMENDMENT) 0 0 02-Sep-24 28
Preconstruction Deliverables Preconstruction Deliverables 303 303 22-Sep-23 20-Jul-24 360
PCON-1100 LIST OF LONG LEAD ITEMS (SD) 7 7 21-Feb-24 27-Feb-24 72
PCON-1110 SUBMITTALS AND APPROVALS OF LONG LEAD ITEMS 14 14 28-Feb-24 12-Mar-24 72
PCON-1120 RELEASE OF LONG LEAD ITEMS 5 5 13-Mar-24 17-Mar-24 72
Maintenance and Operations Plan Maintenance and Operations Plan 118 118 25-Mar-24 20-Jul-24 360
PCON-1150 PREPARE MAINTENANCE AND OPERATIONS PLAN 24 24 25-Mar-24 17-Apr-24 439
PCON-1160 REVIEW AND APPROVE MAINTENANCE OPERATIONS PLAN 5 5 18-Apr-24 22-Apr-24 439
PCON-1170 REVISE MAINTENACE & OPERATIONS PLAN PER IFC SET 5 5 11-Jul-24 15-Jul-24 360
PCON-1180 REVIEW AND APPROVE MAINTENACE & OPERATIONS PLAN PER IFC SET 5 5 16-Jul-24 20-Jul-24 360
Construction Management Plan Construction Management Plan 98 98 18-Jan-24 24-Apr-24 81
PCON-1130 PREPARE CONSTRUCTION MANAGEMENT PLAN 84 84 18-Jan-24 10-Apr-24 54
PCON-1140 REVIEW AND APPROVE CONSTRUCTION MANEGEMENT PLAN 14 14 11-Apr-24 24-Apr-24 81
Baseline Schedule Baseline Schedule 28 28 22-Sep-23 19-Oct-23 269
PCON-1080 PREPARE BASELINE SCHEDULE 14 14 22-Sep-23 05-Oct-23 242
PCON-1090 REVIEW AND APPROVE BASELINE SCHEDULE 14 14 06-Oct-23 19-Oct-23 269
3. AGENCIES 3. AGENCIES 308 308 22-Sep-23 25-Jul-24 355
DDOT DDOT 84 84 01-Feb-24 24-Apr-24 437
DDOT1 DDOT PRELIMINARY CONCEPT DISCUSSION 1 1 01-Feb-24 01-Feb-24 437
DDOT2 DDOT PRELIMINARY DESIGN REVIEW MEETING PDRM 5 5 02-Feb-24 06-Feb-24 437
DDOT3 DDOT PUBLIC SPACE COMMITTEE 18 18 07-Feb-24 24-Feb-24 437
DDOT4 DDOT PUBLIC SPACE REVIEW/APPROVAL 40 40 16-Mar-24 24-Apr-24 437
DC WATER DC WATER 150 150 07-Nov-23 07-Jun-24 266
DCWATER2 DC WATER FIRE FLOW REQUEST & RESULTS 73 73 07-Nov-23 20-Feb-24 333
DCWATER1 DC WATER REVIEW AND APPROVAL 80 80 01-Feb-24 23-May-24 266
DCWATER5 DC WATER FINAL WATER SERVICE APPROVALS 10 10 24-May-24 07-Jun-24 266
LEED LEED 293 293 22-Sep-23 10-Jul-24 370
LEED01 LEED KICK OFF MEETING 14 14 22-Sep-23 05-Oct-23 614
LEED2 PRELIMINARY LEED SCORECARD (CD) 7 7 18-Jan-24 24-Jan-24 510
LEED3 LEED SCORE CARD UPDATE (SD) 14 14 05-Mar-24 18-Mar-24 470
LEED4 LEED 2 VERIFICATION PATHWAY (SCORECARD UPDATE)(DD) 14 14 15-May-24 28-May-24 413
LEED5 LEED TRACKING 0 0 10-Jul-24 370
NCPC NCPC 38 38 05-Mar-24 11-Apr-24 450
NCPC2 NCPC INFORMAL MEETING (TNTV) 3 3 05-Mar-24 07-Mar-24 450
NCPC3 NCPC DEADLINE FOR CONCEPT REVIEW SUBMISSION (TNTV) 0 0 08-Mar-24 08-Mar-24 450
2023 2024 2025 2026 2027 2028 2029 2030
PREPARE GMP PROPOSAL
GMP PROPOSAL REVIEW & APPROVE (DGS)
ACCEPTANCE OF GMP (GMP AMMENDMENT)
LIST OF LONG LEAD ITEMS (SD)
SUBMITTALS AND APPROVALS OF LONG LEAD ITEMS
RELEASE OF LONG LEAD ITEMS
PREPARE MAINTENANCE AND OPERATIONS PLAN
REVIEW AND APPROVE MAINTENANCE OPERATIONS PLAN
REVISE MAINTENACE & OPERATIONS PLAN PER IFC SET
REVIEW AND APPROVE MAINTENACE & OPERATIONS PLA
PREPARE CONSTRUCTION MANAGEMENT PLAN
REVIEW AND APPROVE CONSTRUCTION MANEGEMENT PLAN
PREPARE BASELINE SCHEDULE
REVIEW AND APPROVE BASELINE SCHEDULE
DDOT PRELIMINARY CONCEPT DISCUSSION
DDOT PRELIMINARY DESIGN REVIEW MEETING PDRM
DDOT PUBLIC SPACE COMMITTEE
DDOT PUBLIC SPACE REVIEW/APPROVAL
DC WATER FIRE FLOW REQUEST & RESULTS
DC WATER REVIEW AND APPROVAL
DC WATER FINAL WATER SERVICE APPROVALS
LEED KICK OFF MEETING
PRELIMINARY LEED SCORECARD (CD)
LEED SCORE CARD UPDATE (SD)
LEED 2 VERIFICATION PATHWAY (SCORECARD UPDATE)(DD)
LEED TRACKING
NCPC INFORMAL MEETING (TNTV)
NCPC DEADLINE FOR CONCEPT REVIEW SUBMISSION (TNTV)
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 4 of 17
Activity ID Activity Name OD RD Start Finish TF
NCPC4 NCPC COORDINATING COMMITTEE MEETING (TNTV) 25 25 08-Mar-24 01-Apr-24 450
NCPC9 NCPC FINAL APPROVAL 10 10 02-Apr-24 11-Apr-24 450
DOEE DOEE 151 151 20-Dec-23 25-Jul-24 147
DOEE1 DOEE SWM AND ESC SUBMISSION FOR REVIEW 71 71 20-Dec-23 01-Apr-24 55
DOEE11 DOEE SWM AND ESC SUBMISSION/APPROVAL 80 80 02-Apr-24 25-Jul-24 55
EPA1 EISF REVIEW/COORDINATION/APPROVAL 80 80 02-Apr-24 25-Jul-24 147
CFA CFA 98 98 20-Dec-23 26-Mar-24 466
CFA14 CFA INTRODUCTORY MEETING 2 2 20-Dec-23 21-Dec-23 466
CFA2 CFA CONCEPT DESIGN FILING DEADLINE 77 77 22-Dec-23 07-Mar-24 466
CFA3 CFA FORMAL HEARING (1ST) 14 14 08-Mar-24 21-Mar-24 466
CFA4 CFA APPROVAL ISSUCANCE LETTER 5 5 22-Mar-24 26-Mar-24 466
HPRB HPRB 227 227 22-Sep-23 05-May-24 426
HPRB1 HPRB INTRODUCTORY MEETING 14 14 22-Sep-23 05-Oct-23 501
HPRB2 HPRB INITIAL FILING (CD) (TNTV) 87 87 20-Dec-23 15-Mar-24 426
HPRB3 HPRB FORMAL HEARING (CD) (TNTV) 41 41 16-Mar-24 25-Apr-24 426
HPRB4 HPRB FINAL APPROVAL 10 10 26-Apr-24 05-May-24 426
PERMITTING PERMITTING 308 308 22-Sep-23 25-Jul-24 81
NEW PLAYGROUND PERMIT NEW PLAYGROUND PERMIT 222 222 22-Sep-23 30-Apr-24 75
PERM-1000 PREPARE AND SUBMIT FOR NEW PLAYGROUND PERMIT APPLICATION TO DOEE/DOB 172 172 22-Sep-23 11-Mar-24 75
PERM-1120 DOEE REVIEW AND APPROVE 40 40 12-Mar-24 20-Apr-24 75
PERM-1020 NEW PLAYGROUND PERMIT ISSUANCE 0 0 30-Apr-24 75
PERM-1110 DOB REVIEW AND APPROVE NEW PLAYGROUND PERMIT 30 30 01-Apr-24 30-Apr-24 75
FTG PERMIT FTG PERMIT 86 86 05-Mar-24 29-May-24 61
PERM-1090 PREPARE AND SUBMIT FOR FTG PERMIT 56 56 05-Mar-24 29-Apr-24 61
PERM-1100 FTG PERMIT ISSUANCE 0 0 29-May-24 61
PERM-1130 DOB REVIEW / APPROVE FTG PERMIT 30 30 30-Apr-24 29-May-24 61
BUILDING PERMIT / VELOCITY PROGRAM BUILDING PERMIT / VELOCITY PROGRAM 87 87 30-Apr-24 25-Jul-24 81
PERM-1030 PERMIT SET PREPARATION_BUILDING PERMIT 14 14 30-Apr-24 13-May-24 21
PERM-1040 PERMIT SUBMISSION THRU VELOCITY PROGRAM 0 0 14-May-24 21
PERM-1050 DCRA REVIEW AND COMMENTS 14 14 14-May-24 27-May-24 121
PERM-1060 DOCUMENTS REVIEW AND RESUBMISSION 5 5 28-May-24 01-Jun-24 121
PERM-1080 DCRA REVIEW FOR APPROVAL 14 14 02-Jun-24 15-Jun-24 121
PERM-1070 BUILDING PERMIT APPROVAL 0 0 25-Jul-24 81
PROCUREMENT PROCUREMENT 302 302 01-Feb-24 16-Apr-25 53
EARLY RELEASE PACKAGES EARLY RELEASE PACKAGES 302 302 01-Feb-24 16-Apr-25 51
DIV 03 - CONCRETE DIV 03 - CONCRETE 72 72 18-Apr-24 31-Jul-24 76
NEW PLAYGROUND FOUNDATION NEW PLAYGROUND FOUNDATION 45 45 18-Apr-24 21-Jun-24 24
2023 2024 2025 2026 2027 2028 2029 2030
NCPC COORDINATING COMMITTEE MEETING (TNTV)
NCPC FINAL APPROVAL
DOEE SWM AND ESC SUBMISSION FOR REVIEW
DOEE SWM AND ESC SUBMISSION/APPROVAL
EISF REVIEW/COORDINATION/APPROVAL
CFA INTRODUCTORY MEETING
CFA CONCEPT DESIGN FILING DEADLINE
CFA FORMAL HEARING (1ST)
CFA APPROVAL ISSUCANCE LETTER
HPRB INTRODUCTORY MEETING
HPRB INITIAL FILING (CD) (TNTV)
HPRB FORMAL HEARING (CD) (TNTV)
HPRB FINAL APPROVAL
PREPARE AND SUBMIT FOR NEW PLAYGROUND PERMIT APPL
DOEE REVIEW AND APPROVE
NEW PLAYGROUND PERMIT ISSUANCE
DOB REVIEW AND APPROVE NEW PLAYGROUND PERMIT
PREPARE AND SUBMIT FOR FTG PERMIT
FTG PERMIT ISSUANCE
DOB REVIEW / APPROVE FTG PERMIT
PERMIT SET PREPARATION_BUILDING PERMIT
PERMIT SUBMISSION THRU VELOCITY PROGRAM
DCRA REVIEW AND COMMENTS
DOCUMENTS REVIEW AND RESUBMISSION
DCRA REVIEW FOR APPROVAL
BUILDING PERMIT APPROVAL
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 5 of 17
Activity ID Activity Name OD RD Start Finish TF
PROC-1740 AWARD - NEW PLAYGROUND FOUNDATION 10 10 18-Apr-24 01-May-24 24
PROC-1750 PREPARE SUBMITTALS AND SHOP DRAWINGS - NEW PLAYGROUND FOUNDATION 5 5 02-May-24 08-May-24 24
PROC-1780 KEYSTONE PLUS REVIEWS SUBMITTALS - NEW PLAYGROUND F OUNDATION 10 10 09-May-24 22-May-24 24
PROC-1760 REVIEW AND APPROVE SUBMITTALS 10 10 23-May-24 06-Jun-24 24
PROC-1770 FABRICATE AND DELIVER NEW PLAYGROUND FOUNDATION MATERIAL 10 10 07-Jun-24 21-Jun-24 24
CONCRETE & UNDERPINNING CONCRETE & UNDERPINNING 45 45 28-May-24 31-Jul-24 76
PROC-1000 AWARD - CONCRETE 10 10 28-May-24 10-Jun-24 76
PROC-1080 PREPARE SUBMITTALS AND SHOP DRAWINGS - CONCRETE & UNDERPINING 5 5 11-Jun-24 17-Jun-24 76
PROC-1540 KEYSTONE PLUS REVIEWS SUBMITTALS - CONCRETE & UNDER PINING 10 10 18-Jun-24 02-Jul-24 76
PROC-1150 REVIEW AND APPROVE SUBMITTALS 10 10 03-Jul-24 17-Jul-24 76
PROC-1240 FABRICATE AND DELIVER CONCRETE AND UNDERPINNING MATERIAL 10 10 18-Jul-24 31-Jul-24 76
DIV 05 - STRUCTURAL STEEL DIV 05 - STRUCTURAL STEEL 100 100 30-Apr-24 20-Sep-24 15
PROC-1320 AWARD STRUCTURAL STEEL PACKAGE 5 5 30-Apr-24 06-May-24 15
PROC-1380 PREPARE SUBMITTALS AND SHOP DRAWINGS 20 20 07-May-24 04-Jun-24 15
PROC-1530 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 5 5 05-Jun-24 11-Jun-24 15
PROC-1430 REVIEW AND APPROVE SDS 10 10 12-Jun-24 26-Jun-24 15
PROC-1480 FABRICATE AND DELIVER MATERIALS - STRUCTURAL STEEL 60 60 27-Jun-24 20-Sep-24 15
DIV 07 - THERMAL AND MOISTURE PROTECTION DIV 07 - THERMAL AND MOISTURE PROTECTION 95 95 28-May-24 10-Oct-24 56
ROOFING ROOFING 95 95 28-May-24 10-Oct-24 56
PROC-1070 AWARD - ROOFING 10 10 28-May-24 10-Jun-24 56
PROC-1100 PREPARE SUBMITTALS AND SHOP DRAWINGS - ROOFING 15 15 11-Jun-24 02-Jul-24 56
PROC-1550 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 03-Jul-24 17-Jul-24 56
PROC-1180 REVIEW AND APPROVE SUBMITTALS 10 10 18-Jul-24 31-Jul-24 56
PROC-1250 FABRICATE AND DELIVER - ROOFING 50 50 01-Aug-24 10-Oct-24 56
AIR & VAPOR BARRIER AIR & VAPOR BARRIER 95 95 28-May-24 10-Oct-24 39
PROC-1840 AWARD - AVB 10 10 28-May-24 10-Jun-24 39
PROC-1850 PREPARE SUBMITTALS AND SHOP DRAWINGS - AVB 15 15 11-Jun-24 02-Jul-24 39
PROC-1880 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - AVB 10 10 03-Jul-24 17-Jul-24 39
PROC-1860 REVIEW AND APPROVE SUBMITTALS - AVB 10 10 18-Jul-24 31-Jul-24 39
PROC-1870 FABRICATE AND DELIVER - AVB 50 50 01-Aug-24 10-Oct-24 39
DIV 08 - EXTERIOR GLAZING SYSTEMS DIV 08 - EXTERIOR GLAZING SYSTEMS 135 135 28-May-24 11-Dec-24 13
PROC-1010 AWARD EXTERIOR GLAZING 10 10 28-May-24 10-Jun-24 13
PROC-1140 PREPARE SUBMITTALS AND SHOP DRAWINGS 15 15 11-Jun-24 02-Jul-24 13
PROC-1560 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 03-Jul-24 17-Jul-24 13
PROC-1220 REVIEW AND APPROVE SDS 10 10 18-Jul-24 31-Jul-24 13
PROC-1290 FABRICATE AND DELIVE MATERIALS - GLAZING 90 90 01-Aug-24 11-Dec-24 13
DIV 11 - NEW PLAYGROUND DIV 11 - NEW PLAYGROUND 119 119 01-Feb-24 22-Jul-24 4
PROC-1660 KEYSTONE PLUS SUBMIT CONCEPT DESIGN 21 21 01-Feb-24 01-Mar-24 4
2023 2024 2025 2026 2027 2028 2029 2030
AWARD - NEW PLAYGROUND FOUNDATION
PREPARE SUBMITTALS AND SHOP DRAWINGS - NEW PLAYG
KEYSTONE PLUS REVIEWS SUBMITTALS - NEW PLAYGROUN
REVIEW AND APPROVE SUBMITTALS
FABRICATE AND DELIVER NEW PLAYGROUND FOUNDATION
AWARD - CONCRETE
PREPARE SUBMITTALS AND SHOP DRAWINGS - CONCRETE
KEYSTONE PLUS REVIEWS SUBMITTALS - CONCRETE & UN
REVIEW AND APPROVE SUBMITTALS
FABRICATE AND DELIVER CONCRETE AND UNDERPINNING
AWARD STRUCTURAL STEEL PACKAGE
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWI
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER MATERIALS - STRUCTURAL STE
AWARD - ROOFING
PREPARE SUBMITTALS AND SHOP DRAWINGS - ROOFING
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAW
REVIEW AND APPROVE SUBMITTALS
FABRICATE AND DELIVER - ROOFING
AWARD - AVB
PREPARE SUBMITTALS AND SHOP DRAWINGS - AVB
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAW
REVIEW AND APPROVE SUBMITTALS - AVB
FABRICATE AND DELIVER - AVB
AWARD EXTERIOR GLAZING
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAW
REVIEW AND APPROVE SDS
FABRICATE AND DELIVE MATERIALS - GLAZING
KEYSTONE PLUS SUBMIT CONCEPT DESIGN
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 6 of 17
Activity ID Activity Name OD RD Start Finish TF
PROC-1710 LECKIE REVIEW AND APPROVE DESIGN 10 10 04-Mar-24 15-Mar-24 4
PROC-1730 DGS REVIEW AND APPROVE DESIGN 10 10 18-Mar-24 29-Mar-24 4
PROC-1720 AWARD SUBCONTRACT 5 5 01-Apr-24 05-Apr-24 4
PROC-1670 PREPARE SUBMITTALS AND SHOP DRAWINGS 10 10 08-Apr-24 19-Apr-24 4
PROC-1680 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 3 3 22-Apr-24 24-Apr-24 4
PROC-1690 REVIEW AND APPROVE SDS 10 10 25-Apr-24 08-May-24 4
PROC-1700 FABRICATE AND DELIVER MATERIALS - NEW PLAYGROUND 50 50 09-May-24 22-Jul-24 4
DIV 21 - FIRE PROTECTION DIV 21 - FIRE PROTECTION 65 65 28-May-24 28-Aug-24 127
PROC-1020 AWARD FIRE PROTECTION 10 10 28-May-24 10-Jun-24 127
PROC-1160 PREPARE SUBMITTALS AND SHOP DRAWINGS 15 15 11-Jun-24 02-Jul-24 127
PROC-1570 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 03-Jul-24 17-Jul-24 127
PROC-1230 REVIEW AND APPROVE SDS 10 10 18-Jul-24 31-Jul-24 127
PROC-1270 FABRICATE AND DELIVER MATERIALS - FIRE PROTECTION 20 20 01-Aug-24 28-Aug-24 127
DIV 22 - PLUMBING DIV 22 - PLUMBING 110 110 28-May-24 01-Nov-24 58
PROC-1030 AWARD PLUMBING PACKAGE 10 10 28-May-24 10-Jun-24 58
PROC-1090 PREPARE SUBMITTALS AND SHOP DRAWINGS 20 20 11-Jun-24 10-Jul-24 58
PROC-1580 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 11-Jul-24 24-Jul-24 58
PROC-1170 REVIEW AND APPROVE SDS 10 10 25-Jul-24 07-Aug-24 58
PROC-1300 FABRICATE AND DELIVER MATERIALS - PLUMBING 60 60 08-Aug-24 01-Nov-24 58
DIV 26 - ELECTRICAL DIV 26 - ELECTRICAL 195 195 28-May-24 11-Mar-25 15
PROC-1040 AWARD ELECTRICAL PACKAGE 10 10 28-May-24 10-Jun-24 15
PROC-1110 PREPARE SUBMITTALS AND SHOP DRAWINGS 15 15 11-Jun-24 02-Jul-24 15
PROC-1590 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 03-Jul-24 17-Jul-24 15
PROC-1190 REVIEW AND APPROVE SDS 10 10 18-Jul-24 31-Jul-24 15
PROC-1310 FABRICATE AND DELIVER MATERIALS - ELECTRICAL 150 150 01-Aug-24 11-Mar-25 15
DIV 27 - HVAC DIV 27 - HVAC 221 221 28-May-24 16-Apr-25 5
PROC-1050 AWARD HVAC PACKAGE - HVAC 10 10 28-May-24 10-Jun-24 5
PROC-1120 PREPARE SUBMITTALS AND SHOP DRAWINGS - HVAC 21 21 11-Jun-24 11-Jul-24 5
PROC-1600 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 12-Jul-24 25-Jul-24 5
PROC-1200 REVIEW AND APPROVE SDS - HVAC 10 10 26-Jul-24 08-Aug-24 5
PROC-1520 FABRICATE AND DELIVER MATERIALS - HEAT PUMP/EF/VAV/VFD 60 60 09-Aug-24 04-Nov-24 82
PROC-1280 FABRICATE AND DELIVER MATERIALS - CHILLER 170 170 09-Aug-24 16-Apr-25 5
DIV 31 - SITEWORK DIV 31 - SITEWORK 65 65 30-Apr-24 01-Aug-24 142
SITE UTILITIES SITE UTILITIES 65 65 30-Apr-24 01-Aug-24 142
PROC-1060 AWARD SITE UTILITIES 10 10 30-Apr-24 13-May-24 142
PROC-1130 PREPARE SUBMITTALS AND SHOP DRAWINGS 15 15 14-May-24 04-Jun-24 142
PROC-1610 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 05-Jun-24 18-Jun-24 142
PROC-1210 REVIEW AND APPROVE SDS 10 10 20-Jun-24 03-Jul-24 142
2023 2024 2025 2026 2027 2028 2029 2030
LECKIE REVIEW AND APPROVE DESIGN
DGS REVIEW AND APPROVE DESIGN
AWARD SUBCONTRACT
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWIN
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER MATERIALS - NEW PLAYGROUND
AWARD FIRE PROTECTION
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAW
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER MATERIALS - FIRE PROTECTION
AWARD PLUMBING PACKAGE
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAW
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER MATERIALS - PLUMBING
AWARD ELECTRICAL PACKAGE
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAW
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER MATERIALS - ELECTRICAL
AWARD HVAC PACKAGE - HVAC
PREPARE SUBMITTALS AND SHOP DRAWINGS - HVAC
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAW
REVIEW AND APPROVE SDS - HVAC
FABRICATE AND DELIVER MATERIALS - HEAT PUMP/EF/
FABRICATE AND DELIVER MATERIALS - CHILLER
AWARD SITE UTILITIES
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWI
REVIEW AND APPROVE SDS
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 7 of 17
Activity ID Activity Name OD RD Start Finish TF
PROC-1260 FABRICATE AND DELIVER MATERIALS - SITE UTILITIES 20 20 05-Jul-24 01-Aug-24 142
HELICAL PILES HELICAL PILES 65 65 30-Apr-24 01-Aug-24 0
PROC-2340 AWARD HELICAL PILES 10 10 30-Apr-24 13-May-24 0
PROC-2350 PREPARE SUBMITTALS AND SHOP DRAWINGS - HELICAL PILES 20 20 14-May-24 11-Jun-24 0
PROC-2360 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 5 5 12-Jun-24 18-Jun-24 0
PROC-2370 REVIEW AND APPROVE SDS - HELICAL PILES 10 10 20-Jun-24 03-Jul-24 0
PROC-2380 FABRICATE AND DELIVER MATERIALS - HELICAL PILES 20 20 05-Jul-24 01-Aug-24 0
DIV 32 - SITE FENCING DIV 32 - SITE FENCING 80 80 03-Sep-24 30-Dec-24 125
PROC-2290 AWARD ORNAMENTAL FENCING PACKAGE 10 10 03-Sep-24 16-Sep-24 125
PROC-2300 PREPARE SUBMITTALS AND SHOP DRAWINGS 15 15 17-Sep-24 07-Oct-24 125
PROC-2310 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 5 5 08-Oct-24 15-Oct-24 125
PROC-2320 REVIEW AND APPROVE SDS 10 10 16-Oct-24 29-Oct-24 125
PROC-2330 FABRICATE AND DELIVER ORNAMENTAL FENCING MATERIALS 40 40 30-Oct-24 30-Dec-24 125
BALANCE OF PROCUREMENT BALANCE OF PROCUREMENT 135 135 03-Sep-24 20-Mar-25 72
DIV 05 - MISC METALS DIV 05 - MISC METALS 90 90 03-Sep-24 14-Jan-25 73
PROC-1790 AWARD - MISC METALS 10 10 03-Sep-24 16-Sep-24 73
PROC-1800 PREPARE SUBMITTALS AND SHOP DRAWINGS - MISC MET ALS 20 20 17-Sep-24 15-Oct-24 73
PROC-1830 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - MISC METALS 10 10 16-Oct-24 29-Oct-24 73
PROC-1810 REVIEW AND APPROVE SDS - MISC METALS 10 10 30-Oct-24 13-Nov-24 73
PROC-1820 FABRICATE AND DELIVER MATERIALS - MISC METALS 40 40 14-Nov-24 14-Jan-25 73
DIV 04 - MASONRY DIV 04 - MASONRY 66 66 03-Sep-24 09-Dec-24 20
PROC-1330 AWARD MANSORY PACKAGE 10 10 03-Sep-24 16-Sep-24 20
PROC-1360 PREPARE SUBMITTALS AND SHOP DRAWINGS 15 15 17-Sep-24 07-Oct-24 20
PROC-1620 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 08-Oct-24 22-Oct-24 20
PROC-1400 REVIEW AND APPROVE SDS 10 10 23-Oct-24 05-Nov-24 20
PROC-1470 FABRICATE AND DELIVER MATERIALS 21 21 06-Nov-24 09-Dec-24 20
DIV 08 - DOORS, FRAMES AND HARDWARE DIV 08 - DOORS, FRAMES AND HARDWARE 120 120 03-Sep-24 27-Feb-25 47
PROC-1350 AWARD DF&H PACKAGE 10 10 03-Sep-24 16-Sep-24 47
PROC-1390 PREPARE SUBMITTALS AND SHOP DRAWINGS 10 10 17-Sep-24 30-Sep-24 47
PROC-1630 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 01-Oct-24 15-Oct-24 47
PROC-1440 REVIEW AND APPROVE SDS 10 10 16-Oct-24 29-Oct-24 47
PROC-1500 FABRICATE AND DELIVER MATERIALS - DOORS AND HARDWARE 80 80 30-Oct-24 27-Feb-25 47
DIV 09 - FINISHES DIV 09 - FINISHES 85 85 03-Sep-24 07-Jan-25 81
DRYWALL DRYWALL 50 50 03-Sep-24 13-Nov-24 47
PROC-1370 AWARD - GWB 10 10 03-Sep-24 16-Sep-24 47
PROC-1420 PREPARE SUBMITTALS AND SHOP DRAWINGS - GW B 10 10 17-Sep-24 30-Sep-24 47
PROC-1640 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - GWB 10 10 01-Oct-24 15-Oct-24 47
PROC-1460 REVIEW AND APPROVE SDS - GWB 10 10 16-Oct-24 29-Oct-24 47
2023 2024 2025 2026 2027 2028 2029 2030
FABRICATE AND DELIVER MATERIALS - SITE UTILITIES
AWARD HELICAL PILES
PREPARE SUBMITTALS AND SHOP DRAWINGS - HELICAL PIL
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWI
REVIEW AND APPROVE SDS - HELICAL PILES
FABRICATE AND DELIVER MATERIALS - HELICAL PILES
AWARD ORNAMENTAL FENCING PACKAGE
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER ORNAMENTAL FENCING MAT
AWARD - MISC METALS
PREPARE SUBMITTALS AND SHOP DRAWINGS - MISC ME
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DR
REVIEW AND APPROVE SDS - MISC METALS
FABRICATE AND DELIVER MATERIALS - MISC METALS
AWARD MANSORY PACKAGE
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER MATERIALS
AWARD DF&H PACKAGE
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER MATERIALS - DOORS AND
AWARD - GWB
PREPARE SUBMITTALS AND SHOP DRAWINGS - GW B
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SDS - GWB
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 8 of 17
Activity ID Activity Name OD RD Start Finish TF
PROC-1490 FABRICATE AND DELIVER - GWB 10 10 30-Oct-24 13-Nov-24 47
FLOORING FLOORING 70 70 03-Sep-24 13-Dec-24 82
PROC-1990 AWARD - FLOORING 10 10 03-Sep-24 16-Sep-24 82
PROC-2000 PREPARE SUBMITTALS AND SHOP DRAWINGS - FLOORING 15 15 17-Sep-24 07-Oct-24 82
PROC-2030 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - FLOORING 10 10 08-Oct-24 22-Oct-24 82
PROC-2010 REVIEW AND APPROVE SUBMITTALS - FLOORING 10 10 23-Oct-24 05-Nov-24 82
PROC-2020 FABRICATE AND DELIVER - FLOORING 25 25 06-Nov-24 13-Dec-24 82
CEILING TILE CEILING TILE 75 75 03-Sep-24 20-Dec-24 55
PROC-1940 AWARD - ACT 10 10 03-Sep-24 16-Sep-24 55
PROC-1950 PREPARE SUBMITTALS AND SHOP DRAWINGS - ACT 15 15 17-Sep-24 07-Oct-24 55
PROC-1980 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - ACT 10 10 08-Oct-24 22-Oct-24 55
PROC-1960 REVIEW AND APPROVE SUBMITTALS - ACT 10 10 23-Oct-24 05-Nov-24 55
PROC-1970 FABRICATE AND DELIVER - ACT 30 30 06-Nov-24 20-Dec-24 55
CERAMIC TILES CERAMIC TILES 85 85 03-Sep-24 07-Jan-25 81
PROC-1890 AWARD - CERAMIC TILES 10 10 03-Sep-24 16-Sep-24 81
PROC-1900 PREPARE SUBMITTALS AND SHOP DRAWINGS - CERAMIC TILES 15 15 17-Sep-24 07-Oct-24 81
PROC-1930 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - CERAMIC TILES 10 10 08-Oct-24 22-Oct-24 81
PROC-1910 REVIEW AND APPROVE SUBMITTALS - CERAMIC TILES 10 10 23-Oct-24 05-Nov-24 81
PROC-1920 FABRICATE AND DELIVER - CERAMIC TILES 40 40 06-Nov-24 07-Jan-25 81
PAINT PAINT 50 50 03-Sep-24 13-Nov-24 77
PROC-2240 AWARD - PAINT 10 10 03-Sep-24 16-Sep-24 77
PROC-2250 PREPARE SUBMITTALS AND SHOP DRAWINGS - PAINT 10 10 17-Sep-24 30-Sep-24 77
PROC-2260 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - PAINT 10 10 01-Oct-24 15-Oct-24 77
PROC-2270 REVIEW AND APPROVE SDS - PAINT 10 10 16-Oct-24 29-Oct-24 77
PROC-2280 FABRICATE AND DELIVER - PAINT 10 10 30-Oct-24 13-Nov-24 77
DIV 11 - EQUIPMENT DIV 11 - EQUIPMENT 135 135 03-Sep-24 20-Mar-25 72
FOOD SERVICE EQUIPMENT FOOD SERVICE EQUIPMENT 135 135 03-Sep-24 20-Mar-25 22
PROC-2040 AWARD - FOOD SERVICE EQUIPMENT 10 10 03-Sep-24 16-Sep-24 22
PROC-2050 PREPARE SUBMITTALS AND SHOP DRAWINGS - FOOD SERVICE EQUIPMENT 15 15 17-Sep-24 07-Oct-24 22
PROC-2080 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - FOOD SERVICE
EQUIPMENT
10 10 08-Oct-24 22-Oct-24 22
PROC-2060 REVIEW AND APPROVE SUBMITTALS - FOOD SERVICE EQUIPM ENT 10 10 23-Oct-24 05-Nov-24 22
PROC-2070 FABRICATE AND DELIVER - FOOD SERVICE EQUIPMENT 90 90 06-Nov-24 20-Mar-25 22
DUMBWAITER DUMBWAITER 115 115 03-Sep-24 20-Feb-25 92
PROC-2390 AWARD - DUMBWAITER 10 10 03-Sep-24 16-Sep-24 92
PROC-2400 PREPARE SUBMITTALS AND SHOP DRAWINGS - DUMBWAITER 15 15 17-Sep-24 07-Oct-24 92
PROC-2410 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 08-Oct-24 22-Oct-24 92
PROC-2420 REVIEW AND APPROVE SUBMITTALS - DUMBWAITER 10 10 23-Oct-24 05-Nov-24 92
2023 2024 2025 2026 2027 2028 2029 2030
FABRICATE AND DELIVER - GWB
AWARD - FLOORING
PREPARE SUBMITTALS AND SHOP DRAWINGS - FLOORIN
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SUBMITTALS - FLOORING
FABRICATE AND DELIVER - FLOORING
AWARD - ACT
PREPARE SUBMITTALS AND SHOP DRAWINGS - ACT
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SUBMITTALS - ACT
FABRICATE AND DELIVER - ACT
AWARD - CERAMIC TILES
PREPARE SUBMITTALS AND SHOP DRAWINGS - CERAMI
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SUBMITTALS - CERAMIC TILES
FABRICATE AND DELIVER - CERAMIC TILES
AWARD - PAINT
PREPARE SUBMITTALS AND SHOP DRAWINGS - PAINT
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SDS - PAINT
FABRICATE AND DELIVER - PAINT
AWARD - FOOD SERVICE EQUIPMENT
PREPARE SUBMITTALS AND SHOP DRAWINGS - FOOD S
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SUBMITTALS - FOOD SERVICE E
FABRICATE AND DELIVER - FOOD SERVICE EQUIPM
AWARD - DUMBWAITER
PREPARE SUBMITTALS AND SHOP DRAWINGS - DUMBW
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SUBMITTALS - DUMBWAITER
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 9 of 17
Activity ID Activity Name OD RD Start Finish TF
PROC-2430 FABRICATE AND DELIVER - DUMBWAITER 70 70 06-Nov-24 20-Feb-25 92
DIV 12 - FURNITURE DIV 12 - FURNITURE 95 95 03-Sep-24 22-Jan-25 105
FF&E FF&E 95 95 03-Sep-24 22-Jan-25 62
PROC-2090 AWARD - FF&E 10 10 03-Sep-24 16-Sep-24 62
PROC-2100 PREPARE SUBMITTALS AND SHOP DRAWINGS - FF&E 15 15 17-Sep-24 07-Oct-24 62
PROC-2130 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - FF&E 10 10 08-Oct-24 22-Oct-24 62
PROC-2110 REVIEW AND APPROVE SUBMITTALS - FF&E 10 10 23-Oct-24 05-Nov-24 62
PROC-2120 FABRICATE AND DELIVER - FF&E 50 50 06-Nov-24 22-Jan-25 62
SITE FURNITURE SITE FURNITURE 95 95 03-Sep-24 22-Jan-25 105
PROC-2140 AWARD - SITE FURNITURE 10 10 03-Sep-24 16-Sep-24 105
PROC-2150 PREPARE SUBMITTALS AND SHOP DRAWINGS - SITE FURNITU RE 15 15 17-Sep-24 07-Oct-24 105
PROC-2180 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - SITE FURNITURE 10 10 08-Oct-24 22-Oct-24 105
PROC-2160 REVIEW AND APPROVE SUBMITTALS - SITE FURNITURE 10 10 23-Oct-24 05-Nov-24 105
PROC-2170 FABRICATE AND DELIVER - SITE FURNITURE 50 50 06-Nov-24 22-Jan-25 105
DIV 32 - EXTERIOR IMPROVEMENTS DIV 32 - EXTERIOR IMPROVEMENTS 110 110 03-Sep-24 12-Feb-25 90
PAVING PAVING 95 95 03-Sep-24 22-Jan-25 80
PROC-2190 AWARD - PAVING 10 10 03-Sep-24 16-Sep-24 80
PROC-2200 PREPARE SUBMITTALS AND SHOP DRAWINGS - PAVING 15 15 17-Sep-24 07-Oct-24 80
PROC-2230 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS - PAVING 10 10 08-Oct-24 22-Oct-24 80
PROC-2210 REVIEW AND APPROVE SUBMITTALS - PAVING 10 10 23-Oct-24 05-Nov-24 80
PROC-2220 FABRICATE AND DELIVER - PAVING 50 50 06-Nov-24 22-Jan-25 80
LANDSCAPING & HARDSCAPING LANDSCAPING & HARDSCAPING 110 110 03-Sep-24 12-Feb-25 90
PROC-1340 AWARD LANDSCAPING AND HARDSCAPING PACKAGE 10 10 03-Sep-24 16-Sep-24 90
PROC-1410 PREPARE SUBMITTALS AND SHOP DRAWINGS 20 20 17-Sep-24 15-Oct-24 90
PROC-1650 KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRAWINGS 10 10 16-Oct-24 29-Oct-24 90
PROC-1450 REVIEW AND APPROVE SDS 10 10 30-Oct-24 13-Nov-24 90
PROC-1510 FABRICATE AND DELIVER MATERIALS 60 60 14-Nov-24 12-Feb-25 90
CONSTRUCTION CONSTRUCTION 394 394 17-Jun-24 15-Jul-25 0
PHASE 1 - NEW PLAYGROUND CONSTRUCTION PHASE 1 - NEW PLAYGROUND CONSTRUCTION 379 379 17-Jun-24 30-Jun-25 15
INITIAL SITEWORK INITIAL SITEWORK 15 15 17-Jun-24 01-Jul-24 234
CON-P1-1020 NTP CONSTRUCTION PHASE 1 0 0 17-Jun-24 18
CON-P1-1030 MOBALIZE / ESTABLLISH LOD / SITE FENCE 3 3 17-Jun-24 20-Jun-24 18
CON-P1-1040 SITE DEMOLITION 2 2 21-Jun-24 24-Jun-24 18
CON-P1-1060 SEDIMENT AND EROSION CONTROL 2 2 25-Jun-24 26-Jun-24 18
CON-P1-1050 LOCATE AND MARK EXISTING UTILITIES 3 3 25-Jun-24 27-Jun-24 160
CON-P1-1080 SEC INSPECTION 1 1 27-Jun-24 27-Jun-24 18
CON-P1-1070 CLEAR & GRUB 3 3 25-Jun-24 27-Jun-24 18
CON-P1-1090 ROUGH GRADE 2 2 28-Jun-24 01-Jul-24 18
2023 2024 2025 2026 2027 2028 2029 2030
FABRICATE AND DELIVER - DUMBWAITER
AWARD - FF&E
PREPARE SUBMITTALS AND SHOP DRAWINGS - FF&E
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SUBMITTALS - FF&E
FABRICATE AND DELIVER - FF&E
AWARD - SITE FURNITURE
PREPARE SUBMITTALS AND SHOP DRAWINGS - SITE FU
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SUBMITTALS - SITE FURNITURE
FABRICATE AND DELIVER - SITE FURNITURE
AWARD - PAVING
PREPARE SUBMITTALS AND SHOP DRAWINGS - PAVING
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DRA
REVIEW AND APPROVE SUBMITTALS - PAVING
FABRICATE AND DELIVER - PAVING
AWARD LANDSCAPING AND HARDSCAPING PACKAGE
PREPARE SUBMITTALS AND SHOP DRAWINGS
KEYSTONE PLUS REVIEWS SUBMITTALS AND SHOP DR
REVIEW AND APPROVE SDS
FABRICATE AND DELIVER MATERIALS
NTP CONSTRUCTION PHASE 1
MOBALIZE / ESTABLLISH LOD / SITE FENCE
SITE DEMOLITION
SEDIMENT AND EROSION CONTROL
LOCATE AND MARK EXISTING UTILITIES
SEC INSPECTION
CLEAR & GRUB
ROUGH GRADE
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 10 of 17
Activity ID Activity Name OD RD Start Finish TF
NEW PERMANENT PLAYGROUND NEW PERMANENT PLAYGROUND 34 34 23-Jul-24 30-Jun-25 10
CON-P1-1000 INSTALL NEW PERMANENT PLAYGROUND 20 20 23-Jul-24 19-Aug-24* 4
CON-P1-1230 INSTALL ORNAMENTAL FENCING AROUND PERMANENT PLAYGROUND 10 10 16-Jun-25 30-Jun-25 10
PHASE 2 PHASE 2 380 380 17-Jun-24 01-Jul-25 14
PHASE 2A - FOUNDATION TO GRADE PHASE 2A - FOUNDATION TO GRADE 325 325 17-Jun-24 07-May-25 69
SITEWORK SITEWORK 325 325 17-Jun-24 07-May-25 69
CON-P1-1150 MOBALIZE / ESTABLLISH LOD / SITE FENCE 3 3 17-Jun-24 20-Jun-24 157
CON-P1-1160 SITE DEMOLITION 2 2 21-Jun-24 24-Jun-24 157
CON-P1-1170 SEDIMENT AND EROSION CONTROL PRECON W ITH DOEE 1 1 25-Jun-24 25-Jun-24 157
CON-P1-1180 LOCATE AND MARK EXISTING UTILITIES 3 3 25-Jun-24 27-Jun-24 158
CON-P1-1200 CLEAR & GRUB 3 3 25-Jun-24 27-Jun-24 158
CON-P1-1220 SEDIMENT AND EROSION CONTROL DEVICES 2 2 26-Jun-24 27-Jun-24 157
CON-P1-1190 SEC INSPECTION - DOEE 1 1 28-Jun-24 28-Jun-24 157
CON-P1-1210 ROUGH GRADE 2 2 01-Jul-24 02-Jul-24 157
CON-P1-1100 INSTALL SOE 3 3 03-Jul-24 08-Jul-24 157
CON-P1-1110 CUT AND CAP UNDERGROUND UTILITIES AS NEEDED 3 3 09-Jul-24 11-Jul-24 157
CON-P1-1130 POUR ABOVE GROUND DUCTBANK FROM TRANSFORMER TO PULL BOX 15 15 02-Aug-24 22-Aug-24 154
SITE-7000 INSTALL SANITARY LINES 15 15 02-Aug-24 22-Aug-24 142
SITE-7010 INSTALL STORM LINES 30 30 23-Aug-24 04-Oct-24 142
CON-P1-1010 FINE GRADE 15 15 05-Nov-24 26-Nov-24 139
SITE-7020 CURB & GUTTER 10 10 27-Jan-25 07-Feb-25 49
SITE-7030 CONCRETE SIDEWALKS 10 10 10-Feb-25 24-Feb-25 49
SITE-7040 PARKING LOT ASPHALT 10 10 25-Feb-25 10-Mar-25 58
SITE-7050 STRIPING & SIGNAGE 7 7 11-Mar-25 19-Mar-25 64
SITE-7070 INSTALL TOPSOIL AND MULCH 15 15 27-Mar-25 16-Apr-25 46
SITE-7060 LANDSCAPING 15 15 17-Apr-25 07-May-25 46
FOUNDATIONS FOUNDATIONS 82 82 17-Jun-24 11-Oct-24 0
CON-P2-2840 MOBILIZATION 2 2 17-Jun-24 18-Jun-24 29
CON-P2-1030 LAYOUT HELICAL PILES 1 1 20-Jun-24 20-Jun-24 29
CON-P2-2850 INSTALL HELICAL PILES THROUGH OVERBURDEN 15 15 02-Aug-24 22-Aug-24 0
CON-P2-2860 EXCAVATE FOR PILE CAP / GRADE BEAMS 10 10 23-Aug-24 06-Sep-24 0
CON-P2-2870 F/R/P PILE CAP AND GRADE BEAMS / SET ANCHOR BOLTS 15 15 09-Sep-24 27-Sep-24 0
CON-P2-2880 CONCRETE CURING - 75% STRENGTH 10 10 30-Sep-24 11-Oct-24 0
PHASE 2B - STRUCTURE / ENVELOPE / FITOUT PHASE 2B - STRUCTURE / ENVELOPE / FITOUT 260 260 15-Oct-24 01-Jul-25 14
NEW BUILDING NEW BUILDING 211 211 15-Oct-24 13-May-25 63
STRUCTURE STRUCTURE 43 43 15-Oct-24 17-Dec-24 3
CON-P2-1150 ERECT STEEL 15 15 15-Oct-24 04-Nov-24 0
CON-P2-2890 STRUCTURAL STEEL - INSPECTION 1 1 05-Nov-24 05-Nov-24 4
2023 2024 2025 2026 2027 2028 2029 2030
INSTALL NEW PERMANENT PLAYGROUND
INSTALL ORNAMENTAL FENCING AROUND PERMA
MOBALIZE / ESTABLLISH LOD / SITE FENCE
SITE DEMOLITION
SEDIMENT AND EROSION CONTROL PRECON W ITH DOEE
LOCATE AND MARK EXISTING UTILITIES
CLEAR & GRUB
SEDIMENT AND EROSION CONTROL DEVICES
SEC INSPECTION - DOEE
ROUGH GRADE
INSTALL SOE
CUT AND CAP UNDERGROUND UTILITIES AS NEEDED
POUR ABOVE GROUND DUCTBANK FROM TRANSFORMER
INSTALL SANITARY LINES
INSTALL STORM LINES
FINE GRADE
CURB & GUTTER
CONCRETE SIDEWALKS
PARKING LOT ASPHALT
STRIPING & SIGNAGE
INSTALL TOPSOIL AND MULCH
LANDSCAPING
MOBILIZATION
LAYOUT HELICAL PILES
INSTALL HELICAL PILES THROUGH OVERBURDEN
EXCAVATE FOR PILE CAP / GRADE BEAMS
F/R/P PILE CAP AND GRADE BEAMS / SET ANCHOR BOLT
CONCRETE CURING - 75% STRENGTH
ERECT STEEL
STRUCTURAL STEEL - INSPECTION
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 11 of 17
Activity ID Activity Name OD RD Start Finish TF
CON-P2-2710 STEEL DECKING AND DETAILING 5 5 05-Nov-24 12-Nov-24 0
CON-P2-1060 INSTALL NELSON STUDS / INSPECT 3 3 13-Nov-24 15-Nov-24 0
CON-P2-2900 INSERT SLEEVES / DUCT OPENINGS - L1 DECK 2 2 18-Nov-24 19-Nov-24 0
CON-P2-1120 F/R/P CONCRETE 2ND FLOOR SLAB 4 4 20-Nov-24 25-Nov-24 0
CON-P2-1040 INSTALL UNDERGROUND PLUMBING / ELECTRICAL / INSPECT 5 5 26-Nov-24 04-Dec-24 0
CON-P2-1070 F/R/P SLAB ON GRADE / COLUMN DIAMOND 4 4 05-Dec-24 10-Dec-24 0
CON-P2-2910 INSTALL STAIRS / INSPECT / POUR 5 5 11-Dec-24 17-Dec-24 3
ROOFING ROOFING 95 95 07-Jan-25 11-Apr-25 95
CON-P2-1210 INSTALL ROOF BLOCKING 5 5 07-Jan-25 13-Jan-25 0
CON-P2-1230 INSTALL ROOF INSULATION 6 6 14-Jan-25 22-Jan-25 0
CON-P2-1240 INSTALL ROOF MEMBRANE 4 4 23-Jan-25 28-Jan-25 0
CON-P2-1260 ROOF LEAK TESTING 2 2 29-Jan-25 30-Jan-25 0
CON-P2-1280 INSTALL GREEN ROOF 20 20 17-Mar-25 11-Apr-25 64
ENVELOPE ENVELOPE 30 30 11-Dec-24 24-Jan-25 4
EXTERIOR METAL STUD FRAMING EXTERIOR METAL STUD FRAMING 13 13 11-Dec-24 30-Dec-24 0
CON-P2-1190 EXTERIOR FRAMING / INSPECT FRAMING - WEST ELEVATION 5 5 11-Dec-24 17-Dec-24 0
CON-P2-1220 EXTERIOR FRAMING / INSPECT FRAMING - SOUTH ELEVATIO N 3 3 18-Dec-24 20-Dec-24 0
CON-P2-1290 EXTERIOR FRAMING / INSPECT FRAMING - EAST ELEVATION 5 5 23-Dec-24 30-Dec-24 0
SHEATHING SHEATHING 12 12 18-Dec-24 06-Jan-25 0
CON-P2-2940 INSTALL EXTERIOR SHEATHING - WEST ELEVATION 3 3 18-Dec-24 20-Dec-24 2
CON-P2-2930 INSTALL EXTERIOR SHEATHING - SOUTH ELEVATION 3 3 23-Dec-24 26-Dec-24 2
CON-P2-2920 INSTALL EXTERIOR SHEATHING - EAST ELEVATION 4 4 31-Dec-24 06-Jan-25 0
AIR & VAPOR BARRIER AIR & VAPOR BARRIER 12 12 23-Dec-24 09-Jan-25 4
CON-P2-2970 INSTALL AIR & VAPOR BARRIER - WEST ELEVATION 3 3 23-Dec-24 26-Dec-24 7
CON-P2-2960 INSTALL AIR & VAPOR BARRIER - SOUTH ELEVATION 3 3 27-Dec-24 31-Dec-24 7
CON-P2-2950 INSTALL AIR & VAPOR BARRIER - EAST ELEVATION 3 3 07-Jan-25 09-Jan-25 4
STOREFRONT AND WINDOWS STOREFRONT AND WINDOWS 20 20 18-Dec-24 16-Jan-25 4
CON-P2-1200 INSTALL STOREFRONT AND WINDOWS - WEST ELEVATION 5 5 18-Dec-24 24-Dec-24 9
CON-P2-1270 INSTALL STOREFRONT AND WINDOWS - SOUTH ELEVATION 5 5 26-Dec-24 02-Jan-25 9
CON-P2-1310 INSTALL STOREFRONT AND WINDOWS - EAST ELEVATION 5 5 10-Jan-25 16-Jan-25 4
METAL PANELS / BRICK FACADE / LOUVERS METAL PANELS / BRICK FACADE / LOUVERS 19 19 27-Dec-24 24-Jan-25 4
CON-P2-1250 INSTALL BRICK FACADE / METAL PANELS - WEST ELEVATION 5 5 27-Dec-24 03-Jan-25 8
CON-P2-1300 INSTALL BRICK FACADE / METAL PANELS - SOUTH ELEVATION 5 5 06-Jan-25 10-Jan-25 8
CON-P2-1350 INSTALL METAL PANELS - EAST ELEVATION 5 5 17-Jan-25 24-Jan-25 4
INTERIOR FIT-OUT INTERIOR FIT-OUT 85 85 13-Jan-25 13-May-25 42
GROUND FLOOR GROUND FLOOR 60 60 13-Jan-25 08-Apr-25 67
CLASSROOMS AND TEACHER COLLAB CLASSROOMS AND TEACHER COLLAB 55 55 14-Jan-25 02-Apr-25 29
CON-P2-1320 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - GFLR - CLASSRM 2 2 14-Jan-25 15-Jan-25 8
CON-P2-1340 OVERHEAD PLUMBING ROUGH-INS - GFLR - CLASSRM 4 4 16-Jan-25 22-Jan-25 34
2023 2024 2025 2026 2027 2028 2029 2030
STEEL DECKING AND DETAILING
INSTALL NELSON STUDS / INSPECT
INSERT SLEEVES / DUCT OPENINGS - L1 DECK
F/R/P CONCRETE 2ND FLOOR SLAB
INSTALL UNDERGROUND PLUMBING / ELECTRICAL / INS
F/R/P SLAB ON GRADE / COLUMN DIAMOND
INSTALL STAIRS / INSPECT / POUR
INSTALL ROOF BLOCKING
INSTALL ROOF INSULATION
INSTALL ROOF MEMBRANE
ROOF LEAK TESTING
INSTALL GREEN ROOF
EXTERIOR FRAMING / INSPECT FRAMING - WEST ELEV
EXTERIOR FRAMING / INSPECT FRAMING - SOUTH ELE
EXTERIOR FRAMING / INSPECT FRAMING - EAST ELEV
INSTALL EXTERIOR SHEATHING - WEST ELEVATION
INSTALL EXTERIOR SHEATHING - SOUTH ELEVATION
INSTALL EXTERIOR SHEATHING - EAST ELEVATION
INSTALL AIR & VAPOR BARRIER - WEST ELEVATION
INSTALL AIR & VAPOR BARRIER - SOUTH ELEVATION
INSTALL AIR & VAPOR BARRIER - EAST ELEVATION
INSTALL STOREFRONT AND WINDOWS - WEST ELEVAT
INSTALL STOREFRONT AND WINDOWS - SOUTH ELEVA
INSTALL STOREFRONT AND WINDOWS - EAST ELEVAT
INSTALL BRICK FACADE / METAL PANELS - WEST ELEV
INSTALL BRICK FACADE / METAL PANELS - SOUTH ELE
INSTALL METAL PANELS - EAST ELEVATION
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
OVERHEAD PLUMBING ROUGH-INS - GFLR - CLASSRM
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 12 of 17
Activity ID Activity Name OD RD Start Finish TF
CON-P2-1360 IN-WALL MEP ROUGH-INS - GFLR - CLASSRM 7 7 16-Jan-25 27-Jan-25 10
CON-P2-1370 OVERHEAD DUCT MAINS AND BRANCHES - GFLR - CLASSRM 7 7 16-Jan-25 27-Jan-25 8
CON-P2-1380 WALL CLOSE-IN INSPECTIONS - P2 - GFLR - CLASSRM 1 1 28-Jan-25 28-Jan-25 10
CON-P2-1400 INSTALL WSHP / VAVS / EFS - GFLR - CLASSRM 3 3 28-Jan-25 30-Jan-25 28
CON-P2-3020 BLOCKING - GFLR - CLASSRM 7 7 28-Jan-25 05-Feb-25 20
CON-P2-1430 ABOVE GRID INSPECTIONS - GFLR - CLASSRM 1 1 06-Feb-25 06-Feb-25 24
CON-P2-1440 OVERHEAD SPRINKLER PIPING - GFLR - CLASSRM 5 5 06-Feb-25 12-Feb-25 20
CON-P2-1470 HANG & FINISH DRYWALL - GFLR - CLASSRM 8 8 12-Feb-25 24-Feb-25 0
CON-P2-1520 PRIME PAINT - GFLR - CLASSRM 3 3 25-Feb-25 27-Feb-25 10
CON-P2-1580 INSTALL CEILING GRID - GFLR - CLASSRM 3 3 28-Feb-25 04-Mar-25 10
CON-P2-1600 INSTALL DOORS AND HARDWARE / ACCESS CONTROL DEVICES - GFLR - CLASSRM 3 3 28-Feb-25 04-Mar-25 47
CON-P2-1650 INSTALL CEILING DEVICES ON TILES - GFLR - CLASSRM 3 3 05-Mar-25 07-Mar-25 29
CON-P2-1450 SPRINKLER HYDRO TEST - GFLR - CLASSRM 1 1 10-Mar-25 10-Mar-25 29
CON-P2-1610 CEILING CLOSE-IN INSPECTION - GFLR - CLASSRM 1 1 11-Mar-25 11-Mar-25 29
CON-P2-1710 INSTALL REMAINING CEILING TILES - GFLR - CLASSRM 5 5 12-Mar-25 18-Mar-25 29
CON-P2-1780 INSTALL FLOORING - GFLR - CLASSRM 4 4 19-Mar-25 24-Mar-25 29
CON-P2-1830 INSTALL FURNITURE - GFLR - CLASSRM 2 2 25-Mar-25 26-Mar-25 29
CON-P2-1890 FINAL PAINT - GFLR - CLASSRM 2 2 27-Mar-25 28-Mar-25 29
CON-P2-1960 INSTALL MEP TRIMOUTS - GFLR - CLASSRM 3 3 31-Mar-25 02-Apr-25 29
SCIENCE LAB SCIENCE LAB 56 56 16-Jan-25 07-Apr-25 26
CON-P2-1410 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - GFLR - LAB 2 2 16-Jan-25 17-Jan-25 13
CON-P2-1460 OVERHEAD PLUMBING ROUGH-INS - GFLR - LAB 4 4 21-Jan-25 24-Jan-25 35
CON-P2-1480 IN-WALL MEP ROUGH-INS - GFLR - LAB 7 7 21-Jan-25 29-Jan-25 14
CON-P2-1530 WALL CLOSE-IN INSPECTIONS - GFLR - LAB 1 1 30-Jan-25 30-Jan-25 14
CON-P2-1490 OVERHEAD DUCT MAINS AND BRANCHES - GFLR - LAB 7 7 28-Jan-25 05-Feb-25 8
CON-P2-1560 INSTALL WSHP / VAVS / EFS - GFLR - LAB 3 3 06-Feb-25 10-Feb-25 24
CON-P2-1660 HANG & FINISH DRYWALL - GFLR - LAB 2 2 12-Feb-25 13-Feb-25 6
CON-P2-3030 BLOCKING - GFLR - LAB 7 7 06-Feb-25 14-Feb-25 16
CON-P2-1590 ABOVE GRID INSPECTIONS - GFLR - LAB 1 1 18-Feb-25 18-Feb-25 20
CON-P2-1690 PRIME PAINT - GFLR - LAB 3 3 14-Feb-25 19-Feb-25 19
CON-P2-1620 OVERHEAD SPRINKLER PIPING - GFLR - LAB 5 5 18-Feb-25 24-Feb-25 16
CON-P2-1750 INSTALL DOORS AND HARDWARE / ACCESS CONTROL DEVICES - GFLR - LAB 3 3 28-Feb-25 04-Mar-25 47
CON-P2-1740 INSTALL CEILING GRID - GFLR - LAB 3 3 05-Mar-25 07-Mar-25 10
CON-P2-1810 INSTALL CEILING DEVICES ON TILES - GFLR - LAB 3 3 10-Mar-25 12-Mar-25 26
CON-P2-1630 SPRINKLER HYDRO TEST - GFLR - LAB 1 1 13-Mar-25 13-Mar-25 26
CON-P2-1760 CEILING CLOSE-IN INSPECTION - GFLR - LAB 1 1 14-Mar-25 14-Mar-25 26
CON-P2-1920 INSTALL REMAINING CEILING TILES - GFLR - LAB 5 5 17-Mar-25 21-Mar-25 26
CON-P2-2030 INSTALL FLOORING - GFLR - LAB 4 4 24-Mar-25 27-Mar-25 26
2023 2024 2025 2026 2027 2028 2029 2030
IN-WALL MEP ROUGH-INS - GFLR - CLASSRM
OVERHEAD DUCT MAINS AND BRANCHES - GFLR - CL
WALL CLOSE-IN INSPECTIONS - P2 - GFLR - CLASSRM
INSTALL WSHP / VAVS / EFS - GFLR - CLASSRM
BLOCKING - GFLR - CLASSRM
ABOVE GRID INSPECTIONS - GFLR - CLASSRM
OVERHEAD SPRINKLER PIPING - GFLR - CLASSRM
HANG & FINISH DRYWALL - GFLR - CLASSRM
PRIME PAINT - GFLR - CLASSRM
INSTALL CEILING GRID - GFLR - CLASSRM
INSTALL DOORS AND HARDWARE / ACCESS CONTRO
INSTALL CEILING DEVICES ON TILES - GFLR - CLASS
SPRINKLER HYDRO TEST - GFLR - CLASSRM
CEILING CLOSE-IN INSPECTION - GFLR - CLASSRM
INSTALL REMAINING CEILING TILES - GFLR - CLASSR
INSTALL FLOORING - GFLR - CLASSRM
INSTALL FURNITURE - GFLR - CLASSRM
FINAL PAINT - GFLR - CLASSRM
INSTALL MEP TRIMOUTS - GFLR - CLASSRM
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
OVERHEAD PLUMBING ROUGH-INS - GFLR - LAB
IN-WALL MEP ROUGH-INS - GFLR - LAB
WALL CLOSE-IN INSPECTIONS - GFLR - LAB
OVERHEAD DUCT MAINS AND BRANCHES - GFLR - LA
INSTALL WSHP / VAVS / EFS - GFLR - LAB
HANG & FINISH DRYWALL - GFLR - LAB
BLOCKING - GFLR - LAB
ABOVE GRID INSPECTIONS - GFLR - LAB
PRIME PAINT - GFLR - LAB
OVERHEAD SPRINKLER PIPING - GFLR - LAB
INSTALL DOORS AND HARDWARE / ACCESS CONTRO
INSTALL CEILING GRID - GFLR - LAB
INSTALL CEILING DEVICES ON TILES - GFLR - LAB
SPRINKLER HYDRO TEST - GFLR - LAB
CEILING CLOSE-IN INSPECTION - GFLR - LAB
INSTALL REMAINING CEILING TILES - GFLR - LAB
INSTALL FLOORING - GFLR - LAB
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 13 of 17
Activity ID Activity Name OD RD Start Finish TF
CON-P2-2070 INSTALL FURNITURE AND LAB EQUIPMENT - GFLR - LAB 2 2 28-Mar-25 31-Mar-25 26
CON-P2-2180 FINAL PAINT - GFLR - LAB 2 2 01-Apr-25 02-Apr-25 26
CON-P2-2220 INSTALL MEP TRIMOUTS - GFLR - LAB 3 3 03-Apr-25 07-Apr-25 26
ELECTRICAL ROOM ELECTRICAL ROOM 55 55 21-Jan-25 08-Apr-25 25
CON-P2-1570 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - GFLR - E ROOM 2 2 21-Jan-25 22-Jan-25 14
CON-P2-1640 INSTALL EFS - GFLR - E ROOM 3 3 23-Jan-25 27-Jan-25 42
CON-P2-1680 IN-WALL MEP ROUGH-INS - GFLR - E ROOM 7 7 23-Jan-25 31-Jan-25 14
CON-P2-1700 WALL CLOSE-IN INSPECTIONS - GFLR - E ROOM 1 1 03-Feb-25 03-Feb-25 14
CON-P2-1820 HANG & FINISH DRYWALL - GFLR - E ROOM 3 3 25-Feb-25 27-Feb-25 0
CON-P2-1880 PRIME PAINT - GFLR - E ROOM 3 3 28-Feb-25 04-Mar-25 20
CON-P2-1980 INSTALL DOORS AND HARDWARE / ACCESS CONTROL DEVICES - GFLR - E ROOM 3 3 05-Mar-25 07-Mar-25 45
CON-P2-2000 INSTALL FLOORING - GFLR - E ROOM 4 4 05-Mar-25 10-Mar-25 42
CON-P2-2060 FINAL PAINT - GFLR - E ROOM 2 2 11-Mar-25 12-Mar-25 42
CON-P2-2080 INSTALL MEP TRIMOUTS - GFLR - E ROOM 2 2 13-Mar-25 14-Mar-25 42
CON-P2-2020 INSTALL MAIN DISTRIBUTION PANEL - GFLR - E ROOM 5 5 12-Mar-25 18-Mar-25 15
CON-P2-2140 PULL WIRE FROM PULL BOX TO PANEL - GFLR - E ROOM 5 5 19-Mar-25 25-Mar-25 15
CON-P2-2260 TEST WIRE FROM PULL BOX TO PANEL - GFLR - E ROOM 5 5 26-Mar-25 01-Apr-25 15
CON-P2-2340 TERMINATE WIRE AT THE PANEL - GFLR - E ROOM 5 5 02-Apr-25 08-Apr-25 15
RESTROOMS RESTROOMS 44 44 23-Jan-25 26-Mar-25 40
CON-P2-1420 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - GFLR - RESTRM 2 2 23-Jan-25 24-Jan-25 14
CON-P2-1500 IN-WALL MEP ROUGH-INS - GFLR - RESTRM 7 7 27-Jan-25 04-Feb-25 15
CON-P2-1510 OVERHEAD DUCT MAINS, BRANCHES, WSHPS - GFLR - RESTR M 7 7 27-Jan-25 04-Feb-25 15
CON-P2-1540 WALL CLOSE-IN INSPECTIONS - GFLR - RESTRM 1 1 05-Feb-25 05-Feb-25 15
CON-P2-1550 CEILING CLOSE-IN INSPECTION - GFLR - RESTRM 1 1 05-Feb-25 05-Feb-25 15
CON-P2-1670 HANG & FINISH DRYWALL - GFLR - RESTRM 5 5 28-Feb-25 06-Mar-25 0
CON-P2-1730 PRIME PAINT - GFLR - RESTRM 5 5 07-Mar-25 13-Mar-25 34
CON-P2-1770 INSTALL DOORS AND HARDWARE - GFLR - RESTRM 3 3 14-Mar-25 18-Mar-25 37
CON-P2-1800 INSTALL TOILETS - GFLR - RESTRM 4 4 14-Mar-25 19-Mar-25 34
CON-P2-1860 FINAL PAINT - GFLR - RESTRM 2 2 20-Mar-25 21-Mar-25 34
CON-P2-1900 INSTALL MEP TRIMOUTS - GFLR - RESTRM 3 3 24-Mar-25 26-Mar-25 34
CON-P2-1940 INSTALL TOILET ACCESSORIES - GFLR - RESTRM 3 3 24-Mar-25 26-Mar-25 40
STAIR SHAFT STAIR SHAFT 15 15 13-Jan-25 03-Feb-25 112
CON-P2-1330 INSTALL STAIRS - GFLR - STAIR 10 10 13-Jan-25 27-Jan-25 112
CON-P2-1390 INSTALL ACCESSORIES - GFLR - STAIR 5 5 28-Jan-25 03-Feb-25 112
1ST FLOOR 1ST FLOOR 76 76 27-Jan-25 13-May-25 42
CLASSROOMS AND RESOURCE ROOM CLASSROOMS AND RESOURCE ROOM 63 63 27-Jan-25 24-Apr-25 13
CON-P2-1720 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - FLR1 - CLASSRM 2 2 27-Jan-25 28-Jan-25 14
CON-P2-1790 OVERHEAD PLUMBING ROUGH-INS - FLR1 - CLASSRM 4 4 29-Jan-25 03-Feb-25 32
CON-P2-1840 IN-WALL MEP ROUGH-INS - FLR1 - CLASSRM 7 7 29-Jan-25 06-Feb-25 18
2023 2024 2025 2026 2027 2028 2029 2030
INSTALL FURNITURE AND LAB EQUIPMENT - GFLR -
FINAL PAINT - GFLR - LAB
INSTALL MEP TRIMOUTS - GFLR - LAB
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
INSTALL EFS - GFLR - E ROOM
IN-WALL MEP ROUGH-INS - GFLR - E ROOM
WALL CLOSE-IN INSPECTIONS - GFLR - E ROOM
HANG & FINISH DRYWALL - GFLR - E ROOM
PRIME PAINT - GFLR - E ROOM
INSTALL DOORS AND HARDWARE / ACCESS CONTRO
INSTALL FLOORING - GFLR - E ROOM
FINAL PAINT - GFLR - E ROOM
INSTALL MEP TRIMOUTS - GFLR - E ROOM
INSTALL MAIN DISTRIBUTION PANEL - GFLR - E ROO
PULL WIRE FROM PULL BOX TO PANEL - GFLR - E RO
TEST WIRE FROM PULL BOX TO PANEL - GFLR - E R
TERMINATE WIRE AT THE PANEL - GFLR - E ROOM
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
IN-WALL MEP ROUGH-INS - GFLR - RESTRM
OVERHEAD DUCT MAINS, BRANCHES, WSHPS - GFLR
WALL CLOSE-IN INSPECTIONS - GFLR - RESTRM
CEILING CLOSE-IN INSPECTION - GFLR - RESTRM
HANG & FINISH DRYWALL - GFLR - RESTRM
PRIME PAINT - GFLR - RESTRM
INSTALL DOORS AND HARDWARE - GFLR - RESTRM
INSTALL TOILETS - GFLR - RESTRM
FINAL PAINT - GFLR - RESTRM
INSTALL MEP TRIMOUTS - GFLR - RESTRM
INSTALL TOILET ACCESSORIES - GFLR - RESTRM
INSTALL STAIRS - GFLR - STAIR
INSTALL ACCESSORIES - GFLR - STAIR
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
OVERHEAD PLUMBING ROUGH-INS - FLR1 - CLASSRM
IN-WALL MEP ROUGH-INS - FLR1 - CLASSRM
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 14 of 17
Activity ID Activity Name OD RD Start Finish TF
CON-P2-1870 WALL CLOSE-IN INSPECTIONS - FLR1 - CLASSRM 1 1 07-Feb-25 07-Feb-25 18
CON-P2-1850 OVERHEAD DUCT MAINS AND BRANCHES - FLR1 - CLASSRM 7 7 06-Feb-25 14-Feb-25 8
CON-P2-1910 INSTALL WSHP / VAVS / EFS - FLR1 - CLASSRM 3 3 18-Feb-25 20-Feb-25 20
CON-P2-3040 BLOCKING - FLR1 - CLASSRM 7 7 18-Feb-25 26-Feb-25 12
CON-P2-1970 ABOVE GRID INSPECTIONS - FLR1 - CLASSRM 1 1 27-Feb-25 27-Feb-25 16
CON-P2-1990 OVERHEAD SPRINKLER PIPING - FLR1 - CLASSRM 5 5 27-Feb-25 05-Mar-25 12
CON-P2-2050 HANG & FINISH DRYWALL - FLR1 - CLASSRM 8 8 07-Mar-25 18-Mar-25 0
CON-P2-2130 PRIME PAINT - FLR1 - CLASSRM 3 3 19-Mar-25 21-Mar-25 0
CON-P2-2210 INSTALL CEILING GRID - FLR1 - CLASSRM 3 3 24-Mar-25 26-Mar-25 0
CON-P2-2290 INSTALL CEILING DEVICES - FLR1 - CLASSRM 3 3 27-Mar-25 31-Mar-25 13
CON-P2-2010 SPRINKLER HYDRO TEST - FLR1 - CLASSRM 1 1 01-Apr-25 01-Apr-25 13
CON-P2-2240 CEILING CLOSE-IN INSPECTION - FLR1 - CLASSRM 1 1 02-Apr-25 02-Apr-25 13
CON-P2-2370 INSTALL REMAINING CEILING TILES - FLR1 - CLASSRM 5 5 03-Apr-25 09-Apr-25 13
CON-P2-2450 INSTALL FLOORING - FLR1 - CLASSRM 4 4 10-Apr-25 15-Apr-25 13
CON-P2-2490 INSTALL FURNITURE - FLR1 - CLASSRM 2 2 16-Apr-25 17-Apr-25 13
CON-P2-2510 INSTALL DOORS AND HARDWARE / ACCESS CONTROL DEVICES - FLR1 - CLASSRM 3 3 16-Apr-25 18-Apr-25 14
CON-P2-2530 FINAL PAINT - FLR1 - CLASSRM 2 2 18-Apr-25 21-Apr-25 13
CON-P2-2570 INSTALL MEP TRIMOUTS - FLR1 - CLASSRM 3 3 22-Apr-25 24-Apr-25 13
DINING / SERVING AREA DINING / SERVING AREA 74 74 29-Jan-25 13-May-25 0
CON-P2-1930 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - FLR1 -
DINING/SERVING
2 2 29-Jan-25 30-Jan-25 19
CON-P2-2040 OVERHEAD PLUMBING ROUGH-INS - FLR1 - DINING/SERVING 4 4 31-Jan-25 05-Feb-25 33
CON-P2-2090 IN-WALL MEP ROUGH-INS - FLR1 - DINING/SERVING 7 7 31-Jan-25 10-Feb-25 24
CON-P2-2150 WALL CLOSE-IN INSPECTIONS - FLR1 - DINING/SERVING 1 1 11-Feb-25 11-Feb-25 24
CON-P2-2100 OVERHEAD DUCT MAINS AND BRANCHES - FLR1 - DINING/SERVING 7 7 18-Feb-25 26-Feb-25 8
CON-P2-2190 INSTALL WSHP / VAVS / EFS - FLR1 - DINING/SERVING 3 3 27-Feb-25 03-Mar-25 16
CON-P2-3050 BLOCKING - FLR1 - DINING/SERVING 7 7 27-Feb-25 07-Mar-25 8
CON-P2-2230 ABOVE GRID INSPECTIONS - FLR1 - DINING/SERVING 1 1 10-Mar-25 10-Mar-25 12
CON-P2-2300 HANG & FINISH DRYWALL - FLR1 - DINING/SERVING 3 3 07-Mar-25 11-Mar-25 8
CON-P2-2250 OVERHEAD SPRINKLER PIPING - FLR1 - DINING/SERVING 5 5 10-Mar-25 14-Mar-25 8
CON-P2-2350 PRIME PAINT - FLR1 - DINING/SERVING 3 3 12-Mar-25 14-Mar-25 8
CON-P2-2400 INSTALL CEILING GRID - FLR1 - DINING/SERVING 3 3 27-Mar-25 31-Mar-25 0
CON-P2-2470 INSTALL CEILING DEVICES ON TILES - FLR1 - DINING/SERVING 3 3 01-Apr-25 03-Apr-25 0
CON-P2-2270 SPRINKLER HYDRO TEST - FLR1 - DINING/SERVING 1 1 04-Apr-25 04-Apr-25 0
CON-P2-2410 CEILING CLOSE-IN INSPECTION - FLR1 - DINING/SERVING 1 1 07-Apr-25 07-Apr-25 0
CON-P2-2550 INSTALL REMAINING CEILING TILES - FLR1 - DINING/SERVING 5 5 08-Apr-25 14-Apr-25 0
CON-P2-2590 INSTALL FLOORING - FLR1 - DINING/SERVING 5 5 15-Apr-25 21-Apr-25 0
CON-P2-2670 INSTALL DOORS AND HARDWARE / ACCESS CONTROL DEVICES - FLR1 -
DINING/SERVING
3 3 22-Apr-25 24-Apr-25 10
2023 2024 2025 2026 2027 2028 2029 2030
WALL CLOSE-IN INSPECTIONS - FLR1 - CLASSRM
OVERHEAD DUCT MAINS AND BRANCHES - FLR1 - CL
INSTALL WSHP / VAVS / EFS - FLR1 - CLASSRM
BLOCKING - FLR1 - CLASSRM
ABOVE GRID INSPECTIONS - FLR1 - CLASSRM
OVERHEAD SPRINKLER PIPING - FLR1 - CLASSRM
HANG & FINISH DRYWALL - FLR1 - CLASSRM
PRIME PAINT - FLR1 - CLASSRM
INSTALL CEILING GRID - FLR1 - CLASSRM
INSTALL CEILING DEVICES - FLR1 - CLASSRM
SPRINKLER HYDRO TEST - FLR1 - CLASSRM
CEILING CLOSE-IN INSPECTION - FLR1 - CLASSRM
INSTALL REMAINING CEILING TILES - FLR1 - CLASSR
INSTALL FLOORING - FLR1 - CLASSRM
INSTALL FURNITURE - FLR1 - CLASSRM
INSTALL DOORS AND HARDWARE / ACCESS CONTR
FINAL PAINT - FLR1 - CLASSRM
INSTALL MEP TRIMOUTS - FLR1 - CLASSRM
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
OVERHEAD PLUMBING ROUGH-INS - FLR1 - DINING/SE
IN-WALL MEP ROUGH-INS - FLR1 - DINING/SERVING
WALL CLOSE-IN INSPECTIONS - FLR1 - DINING/SERVI
OVERHEAD DUCT MAINS AND BRANCHES - FLR1 - DIN
INSTALL WSHP / VAVS / EFS - FLR1 - DINING/SERVIN
BLOCKING - FLR1 - DINING/SERVING
ABOVE GRID INSPECTIONS - FLR1 - DINING/SERVING
HANG & FINISH DRYWALL - FLR1 - DINING/SERVING
OVERHEAD SPRINKLER PIPING - FLR1 - DINING/SER
PRIME PAINT - FLR1 - DINING/SERVING
INSTALL CEILING GRID - FLR1 - DINING/SERVING
INSTALL CEILING DEVICES ON TILES - FLR1 - DINING
SPRINKLER HYDRO TEST - FLR1 - DINING/SERVING
CEILING CLOSE-IN INSPECTION - FLR1 - DINING/SER
INSTALL REMAINING CEILING TILES - FLR1 - DINING
INSTALL FLOORING - FLR1 - DINING/SERVING
INSTALL DOORS AND HARDWARE / ACCESS CONTR
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 15 of 17
Activity ID Activity Name OD RD Start Finish TF
CON-P2-2620 INSTALL FURNITURE / KITCHEN EQUIPMENT - FLR1 - DINING/SERVING 10 10 22-Apr-25 05-May-25 0
CON-P2-2680 FINAL PAINT - FLR1 - DINING/SERVING 3 3 06-May-25 08-May-25 0
CON-P2-2700 INSTALL MEP TRIMOUTS - FLR1 - DINING/SERVING 3 3 09-May-25 13-May-25 0
MECHANICAL ROOM MECHANICAL ROOM 59 59 31-Jan-25 24-Apr-25 13
CON-P2-2200 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - FLR1 - MECH 2 2 31-Jan-25 03-Feb-25 39
CON-P2-2280 OVERHEAD PLUMBING ROUGH-INS - FLR1 - MECH 4 4 04-Feb-25 07-Feb-25 48
CON-P2-2320 IN-WALL MEP ROUGH-INS - FLR1 - MECH 7 7 04-Feb-25 12-Feb-25 39
CON-P2-2360 WALL CLOSE-IN INSPECTIONS - FLR1 - MECH 1 1 13-Feb-25 13-Feb-25 39
CON-P2-2480 HANG & FINISH DRYWALL - FLR1 - MECH 2 2 12-Mar-25 13-Mar-25 22
CON-P2-2520 PRIME PAINT - FLR1 - MECH 3 3 14-Mar-25 18-Mar-25 22
CON-P2-2580 INSTALL DUNNAGE FOR EQUIPMENT - FLR1 - MECH 4 4 19-Mar-25 24-Mar-25 22
CON-P2-2610 INSTALL DOORS AND HARDWARE / ACCESS CONTROL DEVICES - FLR1 - MECH 3 3 25-Mar-25 27-Mar-25 30
CON-P2-2600 SET AND ANCHOR ACCU AND DOAS - FLR1 - MECH 2 2 17-Apr-25 18-Apr-25 5
CON-P2-2660 FINAL PAINT - FLR1 - MECH 1 1 21-Apr-25 21-Apr-25 13
CON-P2-2630 POWER AND CONTROLS CONNECTIONS - ACCU AND DOAS - FLR1 - MECH 2 2 21-Apr-25 22-Apr-25 5
CON-P2-2640 PIPING CONNECTIONS - ACCU - FLR1 - MECH 2 2 21-Apr-25 22-Apr-25 5
CON-P2-2650 DUCT CONNECTIONS - DOAS - FLR1 - MECH 2 2 21-Apr-25 22-Apr-25 5
CON-P2-2690 INSTALL MEP TRIMOUTS - FLR1 - MECH 3 3 22-Apr-25 24-Apr-25 13
IDF ROOM IDF ROOM 45 45 04-Feb-25 08-Apr-25 25
CON-P2-2720 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - FLR1 - IDF 2 2 04-Feb-25 05-Feb-25 41
CON-P2-2730 INSTALL EFS - FLR1 - IDF 3 3 06-Feb-25 10-Feb-25 52
CON-P2-2740 IN-WALL MEP ROUGH-INS - FLR1 - IDF 7 7 06-Feb-25 14-Feb-25 41
CON-P2-2750 WALL CLOSE-IN INSPECTIONS - FLR1 - IDF 1 1 18-Feb-25 18-Feb-25 41
CON-P2-2760 HANG & FINISH DRYWALL - FLR1 - IDF 2 2 19-Mar-25 20-Mar-25 21
CON-P2-2770 PRIME PAINT - FLR1 - IDF 3 3 21-Mar-25 25-Mar-25 25
CON-P2-2780 INSTALL DOORS AND HARDWARE / ACCESS CONTROL DEVICES - FLR1 - IDF 3 3 26-Mar-25 28-Mar-25 30
CON-P2-2790 INSTALL FLOORING - FLR1 - IDF 4 4 26-Mar-25 31-Mar-25 28
CON-P2-2800 INSTALL IDF RACK - FLR1 - IDF 5 5 26-Mar-25 01-Apr-25 25
CON-P2-2810 FINAL PAINT - FLR1 - IDF 1 1 01-Apr-25 01-Apr-25 28
CON-P2-2820 INSTALL MEP TRIMOUTS - FLR1 - IDF 2 2 02-Apr-25 03-Apr-25 28
CON-P2-2830 PULL CABLE TO IDF RACKS - FLR1 - IDF 5 5 02-Apr-25 08-Apr-25 25
RESTROOM, TOILET & SHOWER RESTROOM, TOILET & SHOWER 47 47 06-Feb-25 14-Apr-25 63
CON-P2-1950 LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR FRAMES - FLR1 - RESTRM 2 2 06-Feb-25 07-Feb-25 41
CON-P2-2110 IN-WALL MEP ROUGH-INS - FLR1 - RESTRM 7 7 10-Feb-25 19-Feb-25 41
CON-P2-2120 OVERHEAD DUCT MAINS, BRANCHES, WSHPS - FLR1 - RESTR M 7 7 10-Feb-25 19-Feb-25 41
CON-P2-2160 WALL CLOSE-IN INSPECTIONS - FLR1 - RESTRM 1 1 20-Feb-25 20-Feb-25 41
CON-P2-2170 CEILING CLOSE-IN INSPECTION - FLR1 - RESTRM 1 1 20-Feb-25 20-Feb-25 41
CON-P2-2310 HANG & FINISH DRYWALL - FLR1 - RESTRM 3 3 21-Mar-25 25-Mar-25 21
2023 2024 2025 2026 2027 2028 2029 2030
INSTALL FURNITURE / KITCHEN EQUIPMENT - FLR1
FINAL PAINT - FLR1 - DINING/SERVING
INSTALL MEP TRIMOUTS - FLR1 - DINING/SERVING
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
OVERHEAD PLUMBING ROUGH-INS - FLR1 - MECH
IN-WALL MEP ROUGH-INS - FLR1 - MECH
WALL CLOSE-IN INSPECTIONS - FLR1 - MECH
HANG & FINISH DRYWALL - FLR1 - MECH
PRIME PAINT - FLR1 - MECH
INSTALL DUNNAGE FOR EQUIPMENT - FLR1 - MECH
INSTALL DOORS AND HARDWARE / ACCESS CONTRO
SET AND ANCHOR ACCU AND DOAS - FLR1 - MECH
FINAL PAINT - FLR1 - MECH
POWER AND CONTROLS CONNECTIONS - ACCU AN
PIPING CONNECTIONS - ACCU - FLR1 - MECH
DUCT CONNECTIONS - DOAS - FLR1 - MECH
INSTALL MEP TRIMOUTS - FLR1 - MECH
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
INSTALL EFS - FLR1 - IDF
IN-WALL MEP ROUGH-INS - FLR1 - IDF
WALL CLOSE-IN INSPECTIONS - FLR1 - IDF
HANG & FINISH DRYWALL - FLR1 - IDF
PRIME PAINT - FLR1 - IDF
INSTALL DOORS AND HARDWARE / ACCESS CONTRO
INSTALL FLOORING - FLR1 - IDF
INSTALL IDF RACK - FLR1 - IDF
FINAL PAINT - FLR1 - IDF
INSTALL MEP TRIMOUTS - FLR1 - IDF
PULL CABLE TO IDF RACKS - FLR1 - IDF
LAYOUT AND FRAMING INTERIOR PARTITIONS / DOOR
IN-WALL MEP ROUGH-INS - FLR1 - RESTRM
OVERHEAD DUCT MAINS, BRANCHES, WSHPS - FLR1
WALL CLOSE-IN INSPECTIONS - FLR1 - RESTRM
CEILING CLOSE-IN INSPECTION - FLR1 - RESTRM
HANG & FINISH DRYWALL - FLR1 - RESTRM
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 16 of 17
Activity ID Activity Name OD RD Start Finish TF
CON-P2-2390 PRIME PAINT - FLR1 - RESTRM 5 5 26-Mar-25 01-Apr-25 21
CON-P2-2460 INSTALL TOILETS - FLR1 - RESTRM 4 4 02-Apr-25 07-Apr-25 21
CON-P2-2500 FINAL PAINT - FLR1 - RESTRM 2 2 08-Apr-25 09-Apr-25 21
CON-P2-2540 INSTALL MEP TRIMOUTS - FLR1 - RESTRM 3 3 10-Apr-25 14-Apr-25 21
CON-P2-2560 INSTALL TOILET ACCESSORIES - FLR1 - RESTRM 3 3 10-Apr-25 14-Apr-25 63
EXISTING BUILDING EXISTING BUILDING 156 156 27-Jan-25 01-Jul-25 14
RENOVATION RENOVATION 56 56 27-Jan-25 15-Apr-25 40
CON-P2-1010 FIRE PUMP ROOM - EXISTING BUILDING 30 30 27-Jan-25 10-Mar-25 66
CON-P2-3000 TEMP PARTITION FOR CORRIDOR - GROUND FLOOR 2 2 27-Mar-25 28-Mar-25 40
CON-P2-3010 TEMP PARTITION FOR CORRIDOR - FIRST FLOOR 2 2 31-Mar-25 01-Apr-25 40
CON-P2-2980 CORRIDORS - GROUND FLOOR 10 10 31-Mar-25 11-Apr-25 42
CON-P2-2990 CORRIDORS - FIRST FLOOR 10 10 02-Apr-25 15-Apr-25 40
DUMBWAITER DUMBWAITER 11 11 16-Jun-25 01-Jul-25 9
CON-P2-7000 INSTALL DUMBWAITER SHAFT 3 3 16-Jun-25 18-Jun-25 9
CON-P2-7010 INSTALL DUMBWAITER 5 5 20-Jun-25 26-Jun-25 9
CON-P2-7020 MAKE POWER / CONTROLS CONNECTIONS TO DUMBWAITER 2 2 27-Jun-25 30-Jun-25 9
CON-P2-7030 TEST AND INSPECT - DUMBWAITER 1 1 01-Jul-25 01-Jul-25 9
BIO RETENTION PONDS BIO RETENTION PONDS 30 30 25-Feb-25 26-Mar-25 67
CON-BIO-1000 INSTALL BIO RETENTION PONDS 30 30 25-Feb-25 26-Mar-25 67
PHASE 3 PHASE 3 17 17 20-Jun-25 15-Jul-25 0
REMOVAL OF TEMP TRAILERS REMOVAL OF TEMP TRAILERS 17 17 20-Jun-25 15-Jul-25 0
CON-P3-1000 DEMO EXISTING TRAILERS 7 7 20-Jun-25 30-Jun-25 0
CON-P3-1010 RE-MILL ASPHALT 5 5 01-Jul-25 08-Jul-25 0
CON-P3-1020 POUR ASPHALT 5 5 09-Jul-25 15-Jul-25 0
7. INSPECTIONS/TESTING 7. INSPECTIONS/TESTING 362 362 31-Jan-25 15-Jul-26 0
CL-1000 TEMP CONDITIONING FOR INTERIOR SPACE 8 8 31-Jan-25 11-Feb-25 0
CL-1010 EQUIPMENT START UP 10 10 23-Apr-25 06-May-25 5
CL-1020 TAB/CX 20 20 14-May-25 11-Jun-25 0
CL-1030 FINAL INSPECTIONS 5 5 12-Jun-25 18-Jun-25 0
CL-1040 PROCESS SUBSTANTIAL COMPLETION 10 10 20-Jun-25 03-Jul-25 7
CL-1050 PUNCH LIST/CLOSE OUT DOCUMENTS 124 124 16-Jul-25 15-Jan-26 124
CL-1060 ADMINISTRATIVE COMPLETION 248 248 16-Jul-25 15-Jul-26 0
2023 2024 2025 2026 2027 2028 2029 2030
PRIME PAINT - FLR1 - RESTRM
INSTALL TOILETS - FLR1 - RESTRM
FINAL PAINT - FLR1 - RESTRM
INSTALL MEP TRIMOUTS - FLR1 - RESTRM
INSTALL TOILET ACCESSORIES - FLR1 - RESTRM
FIRE PUMP ROOM - EXISTING BUILDING
TEMP PARTITION FOR CORRIDOR - GROUND FLOOR
TEMP PARTITION FOR CORRIDOR - FIRST FLOOR
CORRIDORS - GROUND FLOOR
CORRIDORS - FIRST FLOOR
INSTALL DUMBWAITER SHAFT
INSTALL DUMBWAITER
MAKE POWER / CONTROLS CONNECTIONS TO DU
TEST AND INSPECT - DUMBWAITER
INSTALL BIO RETENTION PONDS
DEMO EXISTING TRAILERS
RE-MILL ASPHALT
POUR ASPHALT
TEMP CONDITIONING FOR INTERIOR SPACE
EQUIPMENT START UP
TAB/CX
FINAL INSPECTIONS
PROCESS SUBSTANTIAL COMPLETION
PUNCH LIST/CLOSE OUT DOCUMENTS
ADMINISTRATIVE COMPLETION
PROJECT ID - LEC-1000
PROJECT - LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
PRINT DATE - 16-Mar-24
DATA DATE - 21-Sep-23
Remaining Level of Effort
Actual Work
Remaining Work
Critical Remaining Work
Milestone
LECKIE EDUCATIONAL CAMPUS - BASELINE SCHEDULE
00_ALL ACTIVITIES
LEC-1000 / Page 17 of 17
Page 101 of 121
Exhibit C - Deliverable List
Design and Preconstruction Phase Deliverables
Deliverables shall include, but not be limited to:
a) Project Schedule.
b) List of Long Lead Items that could adversely impact the Project’s schedule and
recommendations for purchase.
c) Concept Cost Estimate and Concept Designs.
d) Schematic Cost Estimate and Schematic Design.
e) Design Development Cost Estimate and Design Development.
f) Permit Set of Construction Documents Cost Estimate and Permit Set of
Construction Documents.
g) Permit Set of Construction Documents, including DOB plan review responses.
h) Issued for Construction Documents.
i) Life Safety Floor Plans.
j) List of subcontractors from which the Design-Builder intends to solicit bids and
bidding procedure.
k) Trade bid tabulations, including all subcontractor proposals.
l) Report outlining Value Engineering strategies.
m) GMP Proposal.
n) Construction Phase Baseline Schedule.
o) Statement of constructability within ten (10) days of the conclusion of the
Design and Preconstruction Phase, executed by both the Design-Builder and the
Project Architect/Engineer.
p) Insurance Certificates.
q) Payment and Performance Bonds.
Construction Deliverables
Construction deliverables shall include, but not be limited to:
a) Contingency Balance Update.
b) Hazardous Material Abatement Subcontractor Insurance Certificates.
c) Hazardous Material Abatement Records.
d) Construction Document Packages.
e) Progress Meeting Minutes.
f) Project Schedule Updates.
g) Project Progress Reports.
h) Cost Variance Report.
i) OSHA Safety Plan.
j) Close out documents (Product Manuals, Warranties, etc.).
k) Quality Control Plan.
l) Quality Control Inspection Reports.
m) Corrective Action Plan if applicable.
Page 102 of 121
n) ProjectTeam submissions.
o) Invoices and Acceptable Application for Payment with Release of Liens and
Claims.
p) Insurance Certificates.
q) Performance and Payment Bonds.
r) Certificate of Substantial Completion executed by the Design-Builder’s
Architect/Engineer and submitted to the Department for review, concurrence
and approval.
s) Documents that may be required by Contracting Officer from time to time.
Close-Out Deliverables
Deliverables shall include, but not be limited to:
a) A complete set of the Design-Builder’s Project files.
b) A complete set of product manuals (O&M), training videos, warranties, etc.
c) As built record drawings.
d) Attic stock and schedule.
e) Equipment schedule.
f) Proposed schedule of maintenance.
g) Environmental, health & safety documents.
h) LEED – Preliminary Construction Review.
i) All applicable inspection certificates/permits (boiler, elevator, emergency
evacuation plans, health inspection, etc.).
j) Final Maintenance and Operations Plan.
Page 107 of 121
Exhibit D
SBE Subcontracting Plan
[EXHIBIT WILL APPEAR ON THE FOLLOWING PAGE]
SBE SUBCONTRACTNG PLAN | Revised October 2023
SBE SUBCONT
RACTING PLAN
INSTRUCTIONS: All construction & non-construction contracts for government-assisted projects
(agency contracts & private projects with a District subsidy) over $250,000, shall require at least
35% of the total dollar volume of the contract (i.e., the total amount of agency contract or total private
project development costs) be subcontracted to Small Business Enterprises (SBE), and if insufficient
qualified SBEs to Certified Business Enterprises (CBE). The SBE Subcontracting Plan must list all SBE
and CBE subcontracts at every tier. Once the SBE Subcontracting Plan is submitted for agency
contracts, options, and extension, it can only be amended by the Director of the Department of Small &
Local Business Development
SUBMISSION OF CBE PLAN:
F o r agency solicitations – submit to the agency with bid/proposal.
F o r agency options & extensions – submit to the agency before an option or extension is
exercised.
F o r public-private projects – submit to DSLBD, the agency project manager, and with each
quarterly report. As private projects may not have awarded all contracts at the time the district
subsidy is granted, the SBE Subcontracting Plan may be submitted simultaneously with each
quarterly report and list all SBE/CBE subcontracts executed by the time of submission.
CREDIT: For each subcontract listed on the SBE Subcontracting Plan, credit will only be given for the
portion of the subcontract performed, at every tier, by an SBE/CBE using its own organization and
resources. COPIES OF EACH FULLY EXECUTED SUBCONTRACT WITH SBEs AND CBEs (AT
EVERY TIER) MUST BE PROVIDED TO RECEIVE CREDIT.
CERT
IFICATION INFORMATION: Certification as a Local Business Enterprise (LBE) is a prerequisite
to be certified in any additional business enterprise category within the CBE Program.
The Small Business Enterprise (SBE) is a category of Certification. However, not all CBEs have a
Small Business Enterprise (SBE) category. If the subcontracting plan is with a CBE without the SBE
category, the contract may not receive credit towards the subcontracting goal for work provided by the
CBE if there were qualified SBEs that could have been utilized to completely fulfill the subcontracting
requirement.
The certification number must include the Local Business Enterprise (LBE) and Small Business
Enterprise (SBE) categories. i.e., Certification Number: LSXXXXXXXXX2026.
SUBCONTRACTING CREDIT PURSUANT D.C. LAW 24-39:
Pursuant to the Coronavirus Support Temporary Amendment Act of 2021 and the Public Emergency
Extension and Eviction and Utility Moratorium Phasing Emergency Amendment Act of 2021, contracts
awarded during the Public Health Emergency shall receive credit as follows:
(1) For every dollar expended by a beneficiary with a resident-owned business, the beneficiary
shall receive a credit for $1.10 against the CBE minimum expenditure.
(2) For every dollar expended by a beneficiary with a disadvantaged business enterprise, the
beneficiary shall receive a credit for $1.25 against the CBE minimum expenditure.
(3)
For every dollar expended by a beneficiary that uses a company designated as both a
disadvantaged business enterprise and as a resident-owned business, the beneficiary shall
receive a maximum credit for $1.30 against the CBE minimum expenditure.
EXEMPTION: If the Beneficiary (e.g., the Prime Contractor or Developer) is a CBE and will perform
the ENTIRE government-assisted project with its own organization and resources and will NOT
subcontract any portion of the services and goods, then the CBE Beneficiary is not required to
subcontract to SBEs.
SBE SUBCONTRACTNG PLAN | R evised October 2023
SECTION 1.BENEFICIARY AND SOLICITATION/CONTRACT/SPORTS WAGERING
APPLICANTINFORMATION
Section 1A. BENEFICIARY INFORMATION
Company: The Keystone Plus Construction
Corporation Contact #: (202)857-7903 Email address: vguzman@keystonedc.com
Street Address: 1925 Minnesota Ave SE Suite A City/ State/ Zip Code: Washington, DC 20020
Company’s point of contact for agency contract, private project, or Sports Wagering Licensee:
Point of Contact: Victoria Guzman Title: Vice President
Contact #: (571)233-2872 Email address: vguzman@keystonedc.com
Street Address: 1925 Minnesota Ave SE Suite A, Washington DC 20020
Section 1B. SOLICITATION/CONTRACT/SPORTS WAGERING APPLICANT INFORMATION
Solicitation /Contract/Applicant No.: DCAM-23-CS-RFP-0006 ______
Agency: Department of General Services
Please select all the applicable subcontracting requirements for this
solicitation:
35% Subcontracting Requirement
50% Subcontracting Requirement
DSLBD approved an adjusted subcontracting requirement:
Adjusted Subcontracting Requirement: ____%
Solicitation Due Date: ___ _______
Total Dollar Amount of Contract: $2,828,036.00
Total Value of ALL CBE Subcontracts: $1,385,537.24
(Include all lower tiers)
I affirm that the value of all my CBE Subcontracts meets or
exceeds the subcontracting requirement required under this
solicitation or contract. Further, I understand that DSLBD will
only provide credit towards my SBE Subcontracting Requirement
for work whereby a CBE provided a commercially useful function
with its own organization and resources.
I AGREE
I DISAGREE
Section 1C. CBE BENEFICIARY (ONLY COMPLETE IF THE BENEFICIARY IS A CERTIFIED BUSINESS ENTERPRISE)
If the Beneficiary is a Certified Business Enterprise, select all that apply and provide the following information:
I am a CBE that WILL perform 100% of the contracting effort with my own organization and resources and will not subcontract any
portion of the contract. Therefore, I am NOT required to submit an SBE Subcontracting Plan that demonstrates subcontracting.
I am a CBE that WILL NOT perform 100% of the contracting effort with my own organization and resources and will subcontract a
portion of the contract. Therefore, I understand I am required to submit an SBE Subcontracting Plan (located in Section on 2) that
demonstrates that the required subcontracting amount, as indicated above, will go to qualified CBEs.
Please include the percentage of the contract the CBE Prime will perform under the contract or project.
The CBE Prime will self-perform 35% of the contract’s total dollar volume of the contract or project.
Please provide the current CBE Certification Number of the CBE Prime.
CBE Certification No. LSZX51886022027
35
6/14/23
SBE SUBCONTRACTNG PLAN | R evised October 2023
BENEFICIARY ATTESTATION
I declare, certify, verify, attest, and state under penalty of perjury that the information provided above is
true and correct to the best of my knowledge and belief. Pursua nt to D.C. Official Code § 22-2402, I
understand that a person convicted of perjury shall be fined no t more than $5,000 or imprisoned for not
more than 10 years, or both. I under stand that any false or fra udulent statement that I provide, or assert
may be grounds for revocation of m y CBE registration pursuant to D.C. Official Code § 2-218.63. Further,
a Prime Contractor, Developer, CBE, Certified Joint Venture, or Sports Wagering Licensee that fails to
comply with the requirements of the Small and Certified Busines s Enterprise Development and Assistance
Amendment Act of 2005, as amended, (D.C. Law 20-108) (the “Act” ), shall be subject to penalties as
outlined in the Act.
PRINT NAME: Victoria Guzman SIGNATURE: ____________________________
JOB TITLE: Vice President DATE: May 22, 2024
Section 2. SBE/CBE SUBCONTRACTORS (FOR EACH T
IER):
CBE Subcontractor
Company Name Address Certification No.
Price to be paid to
the CBE
Subcontractor
Description of subcontract
scope of work to be performed
that shall be for a commercially
useful function by the CBE
R.McGhee & Associates
2031 Florida Avenue,
NW, Washington, DC
20009 LSZRE01698102024 $1,277,757.24 Architect Designer
SBE/CBE Point of Contact: CBE Subcontractor Self-Performance Indicator:
Name: Amoy McGhee
Title: Principal
Telephone Number: (202)626-0690
Email Address: amoy@rmc-architects.com
This CBE will perform the ENTIRE subcontract with its
own organization and resources.
This CBE will subcontract a portion of the subcontract
and will perform 68% of the subcontract’s total dollar
volume.
NOTE: If the CBE will not self-perform 100% of the
subcontract, it must list each lower-tier CBE
subcontractor below.
LOWER TIER
CBE Subcontractor
Name
Address Certification No.
Price to be paid to
the CBE
Subcontractor
Description of
subcontract scope of
work to be performed
that shall be for a
commercially useful
function by the CBE
Tier
(e.g., 1st,
2nd, 3rd,
4th, etc.)
Global Engineering
Solutions
5225 Wisconsin Ave,
NW #300 Washington
DC
LSD39531122026 $ 165,726.00 MEP/FP Engineering 2nd
Schnabel Engineering
DC
4200 Wisconsin Ave,
NW #LL9 Washington
DC
L22378032026 $ 37,800.00 Geotechnical
Engineering 2nd
SK&A Structural
Engineers
1155 Connecticut Ave.,
NW Washington DC LS89728092025 $ 117,180.00 Structural Engineers 2nd
Symmetra Design 727 15th Street, NW
Washington DC LSDZ96154102025 $ 8,000.00 Traffic Specialist 2nd
Jordan Honeyman
Landscape
711 Florida Ave, NW
Washington DC LSX91708082025 $ 83,639.55 Landscape
Architecture 2nd
SBE SUBCONTRACTNG PLAN | Revised October 2023
CBE Subcontractor
Company Name Address Certification No.
Price to be paid to
the CBE
Subcontractor
Description of subcontract
scope of work to be performed
that shall be for a commercially
useful function by the CBE
North Capitol Partners
1935 U PLACE SE,
WASHINGTON,DC
20020 LSDZRE84950102025 $2,520.00 _Dumpster Services_
SBE/CBE Point of Contact: CBE Subcontractor Self-Performance Indicator:
Name: Harvey Mise
Title: Owner
Telephone Number: _240-351-5895_______
Email Address: miseh@ncapitol.com
This CBE will perform the ENTIRE subcontract with
its own organization and resources.
This CBE will subcontract a portion of the
subcontract and will perform ____% of the subcontract’s
total dollar volume.
NOTE: If the CBE will not self-perform 100% of the
subcontract, it must list each lower-tier CBE
subcontractor below.
LOWER TIER
CBE Subcontractor
Name
Address Certification No.
Price to be paid to
the CBE
Subcontractor
Description of
subcontract scope of
work to be
performed that shall
be for a
commercially useful
function by the CBE
Tier
(e.g.,
1st, 2nd,
3rd, 4th,
etc.)
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
CBE Subcontractor
Company Name Address Certification No.
Price to be paid to
the CBE
Subcontractor
Description of subcontract scope
of work to be performed that
shall be for a commercially
useful function by the CBE
JJ Prime Services, LLC
1421 KENILWORTH
AVENUE NE,
Washington, DC 20019 LSD64283022025 $85,260.00 Erosion, Tree Protection
SBE/CBE Point of Contact: CBE Subcontractor Self-Performance Indicator:
Name: Juan Aguirre
Title: Principal Owner
Telephone Number: _202-399-0062_______
Email Address: contact@jjprimeservices.com
This CBE will perform the ENTIRE subcontract with its
own organization and resources.
This CBE will subcontract a portion of the subcontract
and will perform ____% of the subcontract’s total dollar
volume.
NOTE: If the CBE will not self-perform 100% of the
subcontract, it must list each lower-tier CBE
subcontractor below.
LOWER TIER
CBE Subcontractor
Name
Address Certification No.
Price to be paid to
the CBE
Subcontractor
Description of
subcontract scope of
work to be performed
that shall be for a
Tier
(e.g.,
1st, 2nd,
3rd, 4th,
SBE SUBCONTRACTNG PLAN | Re vised October 2023
commercially useful
function by the CBE
etc.)
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
CBE Subcontractor
Company Name Address Certification
No.
Price to be paid to the
CBE Subcontractor
Description of subcontract scope
of work to be performed that shall
be for a commercially useful
function by the CBE
___________________ _________________ ____ _$20,000.00_______________ _Haz Mat
Abatement_______________
SBE/CBE Point of Contact: CBE Subcontractor Self-Performance Indicator:
Name: _________
Title: _______
Telephone Number: ________
Email Address: ________
This CBE will perform the ENTIRE subcontract with its
own organization and resources.
This CBE will subcontract a portion of the subcontract and
will perform ____% of the subcontract’s total dollar volume.
NOTE: If the CBE will not self-perform 100% of the
subcontract, it must list each lower-tier CBE
subcontractor below.
LOWER TIER
CBE Subcontractor
Name
Address Certification No. Price to be paid to the
CBE Subcontractor
Description of
subcontract scope of
work to be performed
that shall be for a
commercially useful
function by the CBE
Tier
(e.g., 1st,
2nd, 3rd,
4th, etc.)
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
Modulus LLC
1050 Connecticut Ave.,
NW, Suite 500
Washington, DC20036
LSDZ81369072024
Dilan Mack
Principal
202-643-3129
dmack@moduluscompany.com
ȁ
ʹͲʹ͵
$*(1&<&2175$&7 $:$5'
$JHQF\
'HSDUWPHQWRI*HQHUDO6HUYLFHV
3ULPH&RQWUDFWRU
7KH.H\VWRQH3OXV&RQVWUXFWLRQ&RUSRUDWLRQ
&RQWUDFW1XPEHU
'&$0&65)3/HFNLH(&
3ODQ$FFHSWHG
'DWHDJHQF\FRQWUDFWVLJQHG
$QWLFLSDWHG6WDUW'DWHRI&RQWUDFW
B
BBBB
$QWLFLSDWHG(QG'DWHRI&RQWUDFW
BBB
7RWDO'ROODU$PRXQWRI&RQWUDFW
*Design-Build must include total contract amount for both design
and build phase of the project.
RIWKH7RWDO&RQWUDFW$PRXQW
RIWKH$SSOLFDEOH3HUIRUPDQFH3HULRG
B
RI7RWDO'ROODU$PRXQWRI &RQWUDFW
SXUVXDQWWR'&/DZ
7RWDO$PRXQWRI$OO6%(&%(6XEFRQWUDFWV
(include every tier)
ضLIDSSOLHV
%DVH3HULRG&RQWUDFW±2SWLRQ([WHQVLRQ3HULRG
BBBBBBBB
0XOWL\HDU&RQWUDFW
)LUVW<HDU
3HULRG
RI&RQWUDFW
BBBBBBBB
&XUUHQW<HDU
3HULRG
RI&RQWUDFW
BBBBBBBB
'HVLJQ%XLOG±'DWHRI*XDUDQWHHG&RQWUDFW
BBBBBBBB
&KHFNLISULPHFRQWUDFWRULVD&%(DQGZLOOSHUIRUPWKH
(17,5(JRYHUQPHQWDVVLVWHGSURMHFW
DJHQF\FRQWUDFW
ZLWKits
own organization and resources and NOT subcontract any portion
of the services or goods.
35,9$7(352-(&768%6,'<$:$5'
$JHQF\3URYLGLQJ6XEVLG\
BBBBBBBB
'LVWULFW6XEVLG\
BBBBBBBB
'HYHORSHU
BBBBBBBB
$PRXQWRI'LVWULFW6XEVLG\
BBBBBBBB
'DWH'LVWULFW6XEVLG\3URYLGHGFRQWUDFWVLJQHG
BBBBBBBB
$QWLFLSDWHG6WDUW'DWHRI3URMHFW
BBBBBBBB
$QWLFLSDWHG(QG'DWHRI3URMHFW
BBBBBBBB
3URMHFW1DPH
BBBBBBBB
3URMHFW$GGUHVV
BBBBBBBB
7RWDO'HYHORSPHQW3URMHFW%XGJHW
BBBBBBBB
(include pre-construction and construction costs)
RIWKH7RWDO'HYHORSPHQW3URMHFW%XGJHW
BBBBBBBB
RI7RWDO'ROODU$PRXQWRI&RQWUDFW
BBBBBBBBBBBBBB
SXUVXDQWWR'&/DZ
7RWDO$PRXQWRI$OO6%(&%(6XEFRQWUDFWV
BBBBBBBB
(include every lower tier)
&KHFNLIGHYHORSHULVD&%(DQGZLOOSHUIRUPWKH(17,5(
JRYHUQPHQWDVVLVWHGSURMHFW
SULYDWHSURMHFW
ZLWKits own
organization and resources and NOT subcontract any portion of
services or goods.
$*(1&<&2175$&7,1*2)),&(5¶6$)),50$7,2125$*(1&<352-(&70$1$*(5¶6$)),50$7,21
ضZKLFKDSSOLHV
7KHEHORZ$JHQF\&RQWUDFWLQJ2IILFHURU$JHQF\3URMHFW0DQDJHUDIILUPVWKHIROORZLQJ
ضWRDIILUP
,IWKH%HQHILFLDU\LVD&%('6/%'ZDVFRQWDFWHGWRFRQILUP%HQHILFLDU\¶V&%(FHUWLILFDWLRQ
7KHIXOO\H[HFXWHG&RQWUDFW
%DVHRU2SWLRQRU([WHQVLRQRU0XOWL<HDU
RUVXEVLG\GRFXPHQWEHWZHHQWKH%HQHILFLDU\DQG$JHQF\ZDV
HPDLOHGWR'6/%'DW&RPSOLDQFH(QIRUFHPHQW#GFJRYZLWKLQILYH
GD\VRIVLJQLQJ
)25$*(1&<&2175$&7WKH6%(6XEFRQWUDFWLQJ3ODQVXEPLWWHGE\%HQHILFLDU\ZDVHPDLOHGWR'6/%'DW
&RPSOLDQFH(QIRUFHPHQW#GFJRYZLWKLQILYH
GD\VRIVLJQLQJWKHFRQWUDFWEHWZHHQWKH%HQHILFLDU\DQG$JHQF\
BBBBBBBB
1DPHRI$JHQF\&RQWUDFWLQJ2IILFHURU$JHQF\3URMHFW0DQDJHU
BBBBBBBB
7LWOHRI$JHQF\&RQWUDFWLQJ2IILFHURU$JHQF\3URMHFW0DQDJHU
BBBBBBBB
6LJQDWXUH
BBBBBBBB
'DWH
Contracting Officer
PetePr Henry Lyonga
BBBBBBBB
6LJQDWXUH
7/8/2024
Page 104 of 121
Exhibit E
(Reserved)
Page 109 of 121
Exhibit F
Key Personnel
[EXHIBIT WILL APPEAR ON THE FOLLOWING PAGE]
KEYSTONE PLUS CONSTRUCTION
1925 Minnesota Ave. SE Suite A
Washington, D.C. 20020
Ph: (202) 857-7903
Fax: (202) 857-7908
LECKIE EDICATIONAL CAMPUS ADDITION
Section 12_Contractors Key Personnel
Key Personnel Name Cell Number Email % Dedicated Design
/ Preconstruction
% Dedicated
Construction
% Dedicated
Closeout
Executive Andrew Huang (202) 345-0341 ahuang1753@gmail.com
30% 35% 5%
Project Manager Vivian Frias (571) 357-9027 vfris@keystonedc.com
50% 50% 50%
Assistant Project Manager Iris Ventura (202) 469-1942 iventura@keystonedc.com
50% 50% 50%
Superintendent Juan Bravo (240) 779-6831 jbravo@keystonedc.com
10% 100% 100%
Page 106 of 121
Exhibit G1 - Davis Bacon Act Wage Determination
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 1/9
"General Decision Number: DC20230002 09/01/2023
Superseded General Decision Number: DC20220002
State: District of Columbia
Construction Type: Building
County: District of Columbia Statewide.
BUILDING CONSTRUCTION PROJECTS (does not include single family
homes or apartments up to and including 4 stories).
Note: Contracts subject to the Davis-Bacon Act are generally
required to pay at least the applicable minimum wage rate
required under Executive Order 14026 or Executive Order 13658.
Please note that these Executive Orders apply to covered
contracts entered into by the federal government that are
subject to the Davis-Bacon Act itself, but do not apply to
contracts subject only to the Davis-Bacon Related Acts,
including those set forth at 29 CFR 5.1(a)(2)-(60).
______________________________________________________________
|If the contract is entered |. Executive Order 14026 |
|into on or after January 30, | generally applies to the |
|2022, or the contract is | contract. |
|renewed or extended (e.g., an |. The contractor must pay |
|option is exercised) on or | all covered workers at |
|after January 30, 2022: | least $16.20 per hour (or |
|| the applicable wage rate |
| | listed on this wage |
| | determination, if it is |
| | higher) for all hours |
| | spent performing on the |
| | contract in 2023. |
|______________________________|_____________________________|
|If the contract was awarded on|. Executive Order 13658 |
|or between January 1, 2015 and| generally applies to the |
|January 29, 2022, and the | contract. |
|contract is not renewed or |. The contractor must pay all|
|extended on or after January | covered workers at least |
|30, 2022: | $12.15 per hour (or the |
| | applicable wage rate listed|
| | on this wage determination,|
| | if it is higher) for all |
| | hours spent performing on |
| | that contract in 2023. |
|______________________________|_____________________________|
The applicable Executive Order minimum wage rate will be
adjusted annually. If this contract is covered by one of the
Executive Orders and a classification considered necessary for
performance of work on the contract does not appear on this
wage determination, the contractor must still submit a
conformance request.
Additional information on contractor requirements and worker
protections under the Executive Orders is available at
http://www.dol.gov/whd/govcontracts.
Modification Number Publication Date
0 01/06/2023
1 01/13/2023
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 2/9
2 04/07/2023
3 05/05/2023
4 06/02/2023
5 06/30/2023
6 07/21/2023
7 07/28/2023
8 08/04/2023
9 09/01/2023
ASBE0024-007 04/01/2021
Rates Fringes
ASBESTOS WORKER/HEAT & FROST
INSULATOR........................$ 39.27 18.67+a
Includes the application of all insulating materials,
protective coverings, coatings and finishes to all types of
mechanical systems
a. PAID HOLIDAYS: New Year's Day, Martin Luther King Day,
Memorial Day, Independence Day, Labor Day, Veterans' Day,
Thanksgiving Day,the day after Thanksgiving and Christmas
Day provided the employee works the regular work day before
and after the paid holiday.
----------------------------------------------------------------
ASBE0024-008 04/01/2021
Rates Fringes
ASBESTOS WORKER: HAZARDOUS
MATERIAL HANDLER.................$ 24.46 8.69+a
Includes preparation, wetting, stripping, removal, scrapping,
vacuuming, bagging and disposing of all insulation
materials, whether they contain asbestos or not, from
mechanical systems
a. PAID HOLIDAYS: New Year's Day, Martin Luther King Day,
Memorial Day, Independence Day, Labor Day, Veterans' Day,
Thanksgiving Day,the day after Thanksgiving and Christmas
Day provided the employee works the regular work day before
and after the paid holiday.
----------------------------------------------------------------
ASBE0024-014 04/01/2021
Rates Fringes
FIRESTOPPER......................$ 29.41 8.73+a
Includes the application of materials or devices within or
around penetrations and openings in all rated wall or floor
assemblies, in order to prevent the pasage of fire, smoke
of other gases. The application includes all components
involved in creating the rated barrier at perimeter slab
edges and exterior cavities, the head of gypsum board or
concrete walls, joints between rated wall or floor
components, sealing of penetrating items and blank openings.
a. PAID HOLIDAYS: New Year's Day, Martin Luther King Day,
Memorial Day, Independence Day, Labor Day, Veterans' Day,
Thanksgiving Day,the day after Thanksgiving and Christmas
Day provided the employee works the regular work day before
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 3/9
and after the paid holiday.
----------------------------------------------------------------
BRDC0001-002 04/30/2023
Rates Fringes
BRICKLAYER.......................$ 36.50 13.47
----------------------------------------------------------------
CARP0197-011 05/01/2023
Rates Fringes
CARPENTER, Includes Drywall
Hanging, Form Work, and Soft
Floor Laying-Carpet..............$ 32.21 13.87
----------------------------------------------------------------
CARP0219-001 05/01/2023
Rates Fringes
MILLWRIGHT.......................$ 37.65 14.54
----------------------------------------------------------------
CARP0441-001 05/01/2022
Rates Fringes
PILEDRIVERMAN....................$ 34.62 13.45
----------------------------------------------------------------
ELEC0026-016 12/06/2021
Rates Fringes
ELECTRICIAN, Includes
Installation of
HVAC/Temperature Controls........$ 50.00 20.49
----------------------------------------------------------------
ELEC0026-017 09/07/2022
Rates Fringes
ELECTRICAL INSTALLER (Sound
& Communication Systems).........$ 33.95 11.39
SCOPE OF WORK: Includes low voltage construction,
installation, maintenance and removal of teledata
facilities (voice, data and video) including outside plant,
telephone and data inside wire, interconnect, terminal
equipment, central offices, PABX, fiber optic cable and
equipment, railroad communications, micro waves, VSAT,
bypass, CATV, WAN (Wide area networks), LAN (Local area
networks) and ISDN (Integrated systems digital network).
WORK EXCLUDED: The installation of computer systems in
industrial applications such as assembly lines, robotics
and computer controller manufacturing systems. The
installation of conduit and/or raceways shall be installed
by Inside Wiremen. On sites where there is no Inside
Wireman employed, the Teledata Technician may install
raceway or conduit not greater than 10 feet. Fire alarm
work is excluded on all new construction sites or wherever
the fire alarm system is installed in conduit. All HVAC
control work.
----------------------------------------------------------------
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 4/9
ELEV0010-001 01/01/2023
Rates Fringes
ELEVATOR MECHANIC................$ 52.49 37.335+a+b
a. PAID HOLIDAYS: New Year's Day, Memorial Day, Independence
Day, Labor Day, Veterans' Day, Thanksgiving Day, Christmas
Day and the Friday after Thanksgiving.
b. VACATIONS: Employer contributes 8% of basic hourly rate
for 5 years or more of service; 6% of basic hourly rate for
6 months to 5 years of service as vacation pay credit.
----------------------------------------------------------------
IRON0005-005 06/01/2023
Rates Fringes
IRONWORKER, STRUCTURAL AND
ORNAMENTAL.......................$ 36.10 25.19
----------------------------------------------------------------
IRON0005-012 05/01/2023
Rates Fringes
IRONWORKER, REINFORCING..........$ 30.70 23.33
----------------------------------------------------------------
LABO0011-009 06/01/2022
Rates Fringes
LABORER: Skilled................$ 27.48 8.98
FOOTNOTE: Potmen, power tool operator, small machine
operator, signalmen, laser beam operator, waterproofer
(excluding roofing), open caisson, test pit, underpinning,
pier hole and ditches, laggers and all work associated with
lagging that is not expressly stated, strippers, operator
of hand derricks, vibrator operators, pipe layers, or tile
layers, operators of jackhammers, paving breakers, spaders
or any machine that does the same general type of work,
carpenter tenders, scaffold builders, operators of
towmasters, scootcretes, buggymobiles and other machines of
similar character, operators of tampers and rammers and
other machines that do the same general type of work,
whether powered by air, electric or gasoline, builders of
trestle scaffolds over one tier high and sand blasters,
power and chain saw operators used in clearing, installers
of well points, wagon drill operators, acetylene burners
and licensed powdermen, stake jumper,demolition.
----------------------------------------------------------------
MARB0002-004 04/30/2023
Rates Fringes
MARBLE/STONE MASON...............$ 43.16 20.28
INCLUDING pointing, caulking and cleaning of All types of
masonry, brick, stone and cement EXCEPT pointing, caulking,
cleaning of existing masonry, brick, stone and cement
(restoration work)
----------------------------------------------------------------
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 5/9
MARB0003-006 04/30/2023
Rates Fringes
TERRAZZO WORKER/SETTER...........$ 33.41 12.67
----------------------------------------------------------------
MARB0003-007 04/30/2023
Rates Fringes
TERRAZZO FINISHER................$ 27.68 11.63
----------------------------------------------------------------
MARB0003-008 04/30/2023
Rates Fringes
TILE SETTER......................$ 33.41 12.67
----------------------------------------------------------------
MARB0003-009 04/30/2023
Rates Fringes
TILE FINISHER....................$ 27.68 11.63
----------------------------------------------------------------
PAIN0051-014 06/01/2023
Rates Fringes
GLAZIER
Glazing Contracts $2
million and under...........$ 30.52 13.85
Glazing Contracts over $2
million.....................$ 34.76 13.85
----------------------------------------------------------------
PAIN0051-015 06/01/2022
Rates Fringes
PAINTER
Brush, Roller, Spray and
Drywall Finisher............$ 26.61 11.41
----------------------------------------------------------------
PLAS0891-005 07/01/2021
Rates Fringes
PLASTERER (Including
Fireproofing)....................$ 30.53 7.93
----------------------------------------------------------------
PLAS0891-006 02/01/2020
Rates Fringes
CEMENT MASON/CONCRETE FINISHER...$ 28.82 11.68
----------------------------------------------------------------
* PLUM0005-010 08/01/2023
Rates Fringes
PLUMBER..........................$ 49.00 23.46+a
a. PAID HOLIDAYS: Labor Day, Veterans' Day, Thanksgiving Day
and the day after Thanksgiving, Christmas Day, New Year's
Day, Martin Luther King's Birthday, Memorial Day and the
Fourth of July.
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 6/9
----------------------------------------------------------------
PLUM0602-008 08/01/2023
Rates Fringes
PIPEFITTER, Includes HVAC
Pipe Installation................$ 50.27 23.32+a
a. PAID HOLIDAYS: New Year's Day, Martin Luther King's
Birthday, Memorial Day, Independence Day, Labor Day,
Veterans' Day, Thanksgiving Day and the day after
Thanksgiving and Christmas Day.
----------------------------------------------------------------
ROOF0030-016 07/01/2022
Rates Fringes
ROOFER...........................$ 32.26 14.71
----------------------------------------------------------------
SFDC0669-002 04/01/2023
Rates Fringes
SPRINKLER FITTER (Fire
Sprinklers)......................$ 40.46 25.22
----------------------------------------------------------------
SHEE0100-015 11/01/2021
Rates Fringes
SHEET METAL WORKER (Including
HVAC Duct Installation)..........$ 44.37 21.33+a
a. PAID HOLIDAYS: New Year's Day, Martin Luther King's
Birthday, Memorial Day, Independence Day, Labor Day,
Veterans Day, Thanksgiving Day and Christmas Day
----------------------------------------------------------------
* SUDC2009-003 05/19/2009
Rates Fringes
LABORER: Common or General......$ 13.04 ** 2.80
LABORER: Mason Tender -
Cement/Concrete..................$ 15.40 ** 2.85
LABORER: Mason Tender for
pointing, caulking, cleaning
of existing masonry, brick,
stone and cement structures
(restoration work); excludes
pointing, caulking and
cleaning of new or
replacement masonry, brick,
stone and cement.................$ 11.67 **
POINTER, CAULKER, CLEANER,
Includes pointing, caulking,
cleaning of existing masonry,
brick, stone and cement
structures (restoration
work); excludes pointing,
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 7/9
caulking, cleaning of new or
replacement
masonry, brick, stone or
cement...........................$ 18.88
----------------------------------------------------------------
WELDERS - Receive rate prescribed for craft performing
operation to which welding is incidental.
================================================================
** Workers in this classification may be entitled to a higher
minimum wage under Executive Order 14026 ($16.20) or 13658
($12.15). Please see the Note at the top of the wage
determination for more information.
Note: Executive Order (EO) 13706, Establishing Paid Sick Leave
for Federal Contractors applies to all contracts subject to the
Davis-Bacon Act for which the contract is awarded (and any
solicitation was issued) on or after January 1, 2017. If this
contract is covered by the EO, the contractor must provide
employees with 1 hour of paid sick leave for every 30 hours
they work, up to 56 hours of paid sick leave each year.
Employees must be permitted to use paid sick leave for their
own illness, injury or other health-related needs, including
preventive care; to assist a family member (or person who is
like family to the employee) who is ill, injured, or has other
health-related needs, including preventive care; or for reasons
resulting from, or to assist a family member (or person who is
like family to the employee) who is a victim of, domestic
violence, sexual assault, or stalking. Additional information
on contractor requirements and worker protections under the EO
is available at
https://www.dol.gov/agencies/whd/government-contracts.
Unlisted classifications needed for work not included within
the scope of the classifications listed may be added after
award only as provided in the labor standards contract clauses
(29CFR 5.5 (a) (1) (ii)).
----------------------------------------------------------------
The body of each wage determination lists the classification
and wage rates that have been found to be prevailing for the
cited type(s) of construction in the area covered by the wage
determination. The classifications are listed in alphabetical
order of ""identifiers"" that indicate whether the particular
rate is a union rate (current union negotiated rate for local),
a survey rate (weighted average rate) or a union average rate
(weighted union average rate).
Union Rate Identifiers
A four letter classification abbreviation identifier enclosed
in dotted lines beginning with characters other than ""SU"" or
""UAVG"" denotes that the union classification and rate were
prevailing for that classification in the survey. Example:
PLUM0198-005 07/01/2014. PLUM is an abbreviation identifier of
the union which prevailed in the survey for this
classification, which in this example would be Plumbers. 0198
indicates the local union number or district council number
where applicable, i.e., Plumbers Local 0198. The next number,
005 in the example, is an internal number used in processing
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 8/9
the wage determination. 07/01/2014 is the effective date of the
most current negotiated rate, which in this example is July 1,
2014.
Union prevailing wage rates are updated to reflect all rate
changes in the collective bargaining agreement (CBA) governing
this classification and rate.
Survey Rate Identifiers
Classifications listed under the ""SU"" identifier indicate that
no one rate prevailed for this classification in the survey and
the published rate is derived by computing a weighted average
rate based on all the rates reported in the survey for that
classification. As this weighted average rate includes all
rates reported in the survey, it may include both union and
non-union rates. Example: SULA2012-007 5/13/2014. SU indicates
the rates are survey rates based on a weighted average
calculation of rates and are not majority rates. LA indicates
the State of Louisiana. 2012 is the year of survey on which
these classifications and rates are based. The next number, 007
in the example, is an internal number used in producing the
wage determination. 5/13/2014 indicates the survey completion
date for the classifications and rates under that identifier.
Survey wage rates are not updated and remain in effect until a
new survey is conducted.
Union Average Rate Identifiers
Classification(s) listed under the UAVG identifier indicate
that no single majority rate prevailed for those
classifications; however, 100% of the data reported for the
classifications was union data. EXAMPLE: UAVG-OH-0010
08/29/2014. UAVG indicates that the rate is a weighted union
average rate. OH indicates the state. The next number, 0010 in
the example, is an internal number used in producing the wage
determination. 08/29/2014 indicates the survey completion date
for the classifications and rates under that identifier.
A UAVG rate will be updated once a year, usually in January of
each year, to reflect a weighted average of the current
negotiated/CBA rate of the union locals from which the rate is
based.
----------------------------------------------------------------
WAGE DETERMINATION APPEALS PROCESS
1.) Has there been an initial decision in the matter? This can
be:
* an existing published wage determination
* a survey underlying a wage determination
* a Wage and Hour Division letter setting forth a position on
a wage determination matter
* a conformance (additional classification and rate) ruling
On survey related matters, initial contact, including requests
for summaries of surveys, should be with the Wage and Hour
National Office because National Office has responsibility for
the Davis-Bacon survey program. If the response from this
initial contact is not satisfactory, then the process described
9/11/23, 2:07 PM SAM.gov
https://sam.gov/wage-determination/DC20230002/9 9/9
in 2.) and 3.) should be followed.
With regard to any other matter not yet ripe for the formal
process described here, initial contact should be with the
Branch of Construction Wage Determinations. Write to:
Branch of Construction Wage Determinations
Wage and Hour Division
U.S. Department of Labor
200 Constitution Avenue, N.W.
Washington, DC 20210
2.) If the answer to the question in 1.) is yes, then an
interested party (those affected by the action) can request
review and reconsideration from the Wage and Hour Administrator
(See 29 CFR Part 1.8 and 29 CFR Part 7). Write to:
Wage and Hour Administrator
U.S. Department of Labor
200 Constitution Avenue, N.W.
Washington, DC 20210
The request should be accompanied by a full statement of the
interested party's position and by any information (wage
payment data, project description, area practice material,
etc.) that the requestor considers relevant to the issue.
3.) If the decision of the Administrator is not favorable, an
interested party may appeal directly to the Administrative
Review Board (formerly the Wage Appeals Board). Write to:
Administrative Review Board
U.S. Department of Labor
200 Constitution Avenue, N.W.
Washington, DC 20210
4.) All decisions by the Administrative Review Board are final.
================================================================
END OF GENERAL DECISIO"
Page 107 of 121
Exhibit G2 – Title 29 Code of Federal Regulations (“CFR”) Part 5.5
115
Office of the Secretary of Labor § 5.5
been certified by the Secretary of
Transportation in accordance with 23
U.S.C. 113(c).
(4) A distinct classification of ‘‘help-
er’’ will be issued in wage determina-
tions applicable to work performed on
construction projects covered by the
labor standards provisions of the
Davis-Bacon and Related Acts only
where:
(i) The duties of the helper are clear-
ly defined and distinct from those of
any other classification on the wage
determination;
(ii) The use of such helpers is an es-
tablished prevailing practice in the
area; and
(iii) The helper is not employed as a
trainee in an informal training pro-
gram. A ‘‘helper’’ classification will be
added to wage determinations pursuant
to § 5.5(a)(1)(ii)(A) only where, in addi-
tion, the work to be performed by the
helper is not performed by a classifica-
tion in the wage determination.
(o) Every person performing the du-
ties of a laborer or mechanic in the
construction, prosecution, completion,
or repair of a public building or public
work, or building or work financed in
whole or in part by loans, grants, or
guarantees from the United States is
employed regardless of any contractual
relationship alleged to exist between
the contractor and such person.
(p) The term wages means the basic
hourly rate of pay; any contribution ir-
revocably made by a contractor or sub-
contractor to a trustee or to a third
person pursuant to a bona fide fringe
benefit fund, plan, or program; and the
rate of costs to the contractor or sub-
contractor which may be reasonably
anticipated in providing bona fide
fringe benefits to laborers and mechan-
ics pursuant to an enforceable commit-
ment to carry out a financially respon-
sible plan of program, which was com-
municated in writing to the laborers
and mechanics affected. The fringe
benefits enumerated in the Davis-
Bacon Act include medical or hospital
care, pensions on retirement or death,
compensation for injuries or illness re-
sulting from occupational activity, or
insurance to provide any of the fore-
going; unemployment benefits; life in-
surance, disability insurance, sickness
insurance, or accident insurance; vaca-
tion or holiday pay; defraying costs of
apprenticeship or other similar pro-
grams; or other bona fide fringe bene-
fits. Fringe benefits do not include ben-
efits required by other Federal, State,
or local law.
(q) The term wage determination in-
cludes the original decision and any
subsequent decisions modifying, super-
seding, correcting, or otherwise chang-
ing the provisions of the original deci-
sion. The application of the wage deter-
mination shall be in accordance with
the provisions of § 1.6 of this title.
[48 FR 19541, Apr. 29, 1983, as amended at 48
FR 50313, Nov. 1, 1983; 55 FR 50149, Dec. 4,
1990; 57 FR 19206, May 4, 1992; 65 FR 69693,
Nov. 20, 2000; 65 FR 80278, Dec. 20, 2000]
§§ 5.3–5.4 [Reserved]
§ 5.5 Contract provisions and related
matters.
(a) The Agency head shall cause or
require the contracting officer to in-
sert in full in any contract in excess of
$2,000 which is entered into for the ac-
tual construction, alteration and/or re-
pair, including painting and deco-
rating, of a public building or public
work, or building or work financed in
whole or in part from Federal funds or
in accordance with guarantees of a
Federal agency or financed from funds
obtained by pledge of any contract of a
Federal agency to make a loan, grant
or annual contribution (except where a
different meaning is expressly indi-
cated), and which is subject to the
labor standards provisions of any of the
acts listed in § 5.1, the following clauses
(or any modifications thereof to meet
the particular needs of the agency, Pro-
vided, That such modifications are first
approved by the Department of Labor):
(1) Minimum wages. (i) All laborers
and mechanics employed or working
upon the site of the work (or under the
United States Housing Act of 1937 or
under the Housing Act of 1949 in the
construction or development of the
project), will be paid unconditionally
and not less often than once a week,
and without subsequent deduction or
rebate on any account (except such
payroll deductions as are permitted by
regulations issued by the Secretary of
Labor under the Copeland Act (29 CFR
part 3)), the full amount of wages and
VerDate Mar<15>2010 15:49 Aug 10, 2011 Jkt 223109 PO 00000 Frm 00125 Fmt 8010 Sfmt 8010 Q:\29\29V1 ofr150 PsN: PC150
116
29 CFR Subtitle A (7–1–11 Edition) § 5.5
bona fide fringe benefits (or cash
equivalents thereof) due at time of
payment computed at rates not less
than those contained in the wage de-
termination of the Secretary of Labor
which is attached hereto and made a
part hereof, regardless of any contrac-
tual relationship which may be alleged
to exist between the contractor and
such laborers and mechanics.
Contributions made or costs reason-
ably anticipated for bona fide fringe
benefits under section 1(b)(2) of the
Davis-Bacon Act on behalf of laborers
or mechanics are considered wages paid
to such laborers or mechanics, subject
to the provisions of paragraph (a)(1)(iv)
of this section; also, regular contribu-
tions made or costs incurred for more
than a weekly period (but not less
often than quarterly) under plans,
funds, or programs which cover the
particular weekly period, are deemed
to be constructively made or incurred
during such weekly period. Such labor-
ers and mechanics shall be paid the ap-
propriate wage rate and fringe benefits
on the wage determination for the clas-
sification of work actually performed,
without regard to skill, except as pro-
vided in § 5.5(a)(4). Laborers or mechan-
ics performing work in more than one
classification may be compensated at
the rate specified for each classifica-
tion for the time actually worked
therein: Provided, That the employer’s
payroll records accurately set forth the
time spent in each classification in
which work is performed. The wage de-
termination (including any additional
classification and wage rates con-
formed under paragraph (a)(1)(ii) of
this section) and the Davis-Bacon post-
er (WH–1321) shall be posted at all
times by the contractor and its sub-
contractors at the site of the work in a
prominent and accessible place where
it can be easily seen by the workers.
(ii)(A) The contracting officer shall
require that any class of laborers or
mechanics, including helpers, which is
not listed in the wage determination
and which is to be employed under the
contract shall be classified in conform-
ance with the wage determination. The
contracting officer shall approve an ad-
ditional classification and wage rate
and fringe benefits therefore only when
the following criteria have been met:
(1) The work to be performed by the
classification requested is not per-
formed by a classification in the wage
determination; and
(2) The classification is utilized in
the area by the construction industry;
and
(3) The proposed wage rate, including
any bona fide fringe benefits, bears a
reasonable relationship to the wage
rates contained in the wage determina-
tion.
(B) If the contractor and the laborers
and mechanics to be employed in the
classification (if known), or their rep-
resentatives, and the contracting offi-
cer agree on the classification and
wage rate (including the amount des-
ignated for fringe benefits where appro-
priate), a report of the action taken
shall be sent by the contracting officer
to the Administrator of the Wage and
Hour Division, Employment Standards
Administration, U.S. Department of
Labor, Washington, DC 20210. The Ad-
ministrator, or an authorized rep-
resentative, will approve, modify, or
disapprove every additional classifica-
tion action within 30 days of receipt
and so advise the contracting officer or
will notify the contracting officer
within the 30-day period that addi-
tional time is necessary.
(C) In the event the contractor, the
laborers or mechanics to be employed
in the classification or their represent-
atives, and the contracting officer do
not agree on the proposed classifica-
tion and wage rate (including the
amount designated for fringe benefits,
where appropriate), the contracting of-
ficer shall refer the questions, includ-
ing the views of all interested parties
and the recommendation of the con-
tracting officer, to the Administrator
for determination. The Administrator,
or an authorized representative, will
issue a determination within 30 days of
receipt and so advise the contracting
officer or will notify the contracting
officer within the 30-day period that
additional time is necessary.
(D) The wage rate (including fringe
benefits where appropriate) determined
pursuant to paragraphs (a)(1)(ii) (B) or
(C) of this section, shall be paid to all
workers performing work in the classi-
fication under this contract from the
VerDate Mar<15>2010 15:49 Aug 10, 2011 Jkt 223109 PO 00000 Frm 00126 Fmt 8010 Sfmt 8010 Q:\29\29V1 ofr150 PsN: PC150
117
Office of the Secretary of Labor § 5.5
first day on which work is performed in
the classification.
(iii) Whenever the minimum wage
rate prescribed in the contract for a
class of laborers or mechanics includes
a fringe benefit which is not expressed
as an hourly rate, the contractor shall
either pay the benefit as stated in the
wage determination or shall pay an-
other bona fide fringe benefit or an
hourly cash equivalent thereof.
(iv) If the contractor does not make
payments to a trustee or other third
person, the contractor may consider as
part of the wages of any laborer or me-
chanic the amount of any costs reason-
ably anticipated in providing bona fide
fringe benefits under a plan or pro-
gram, Provided, That the Secretary of
Labor has found, upon the written re-
quest of the contractor, that the appli-
cable standards of the Davis-Bacon Act
have been met. The Secretary of Labor
may require the contractor to set aside
in a separate account assets for the
meeting of obligations under the plan
or program.
(2) Withholding. The (write in name of
Federal Agency or the loan or grant re-
cipient) shall upon its own action or
upon written request of an authorized
representative of the Department of
Labor withhold or cause to be withheld
from the contractor under this con-
tract or any other Federal contract
with the same prime contractor, or any
other federally-assisted contract sub-
ject to Davis-Bacon prevailing wage re-
quirements, which is held by the same
prime contractor, so much of the ac-
crued payments or advances as may be
considered necessary to pay laborers
and mechanics, including apprentices,
trainees, and helpers, employed by the
contractor or any subcontractor the
full amount of wages required by the
contract. In the event of failure to pay
any laborer or mechanic, including any
apprentice, trainee, or helper, em-
ployed or working on the site of the
work (or under the United States Hous-
ing Act of 1937 or under the Housing
Act of 1949 in the construction or de-
velopment of the project), all or part of
the wages required by the contract, the
(Agency) may, after written notice to
the contractor, sponsor, applicant, or
owner, take such action as may be nec-
essary to cause the suspension of any
further payment, advance, or guar-
antee of funds until such violations
have ceased.
(3) Payrolls and basic records. (i) Pay-
rolls and basic records relating thereto
shall be maintained by the contractor
during the course of the work and pre-
served for a period of three years there-
after for all laborers and mechanics
working at the site of the work (or
under the United States Housing Act of
1937, or under the Housing Act of 1949,
in the construction or development of
the project). Such records shall contain
the name, address, and social security
number of each such worker, his or her
correct classification, hourly rates of
wages paid (including rates of contribu-
tions or costs anticipated for bona fide
fringe benefits or cash equivalents
thereof of the types described in sec-
tion 1(b)(2)(B) of the Davis-Bacon Act),
daily and weekly number of hours
worked, deductions made and actual
wages paid. Whenever the Secretary of
Labor has found under 29 CFR
5.5(a)(1)(iv) that the wages of any la-
borer or mechanic include the amount
of any costs reasonably anticipated in
providing benefits under a plan or pro-
gram described in section 1(b)(2)(B) of
the Davis-Bacon Act, the contractor
shall maintain records which show that
the commitment to provide such bene-
fits is enforceable, that the plan or pro-
gram is financially responsible, and
that the plan or program has been com-
municated in writing to the laborers or
mechanics affected, and records which
show the costs anticipated or the ac-
tual cost incurred in providing such
benefits. Contractors employing ap-
prentices or trainees under approved
programs shall maintain written evi-
dence of the registration of apprentice-
ship programs and certification of
trainee programs, the registration of
the apprentices and trainees, and the
ratios and wage rates prescribed in the
applicable programs.
(ii)(A) The contractor shall submit
weekly for each week in which any
contract work is performed a copy of
all payrolls to the (write in name of ap-
propriate federal agency) if the agency
is a party to the contract, but if the
agency is not such a party, the con-
tractor will submit the payrolls to the
applicant, sponsor, or owner, as the
VerDate Mar<15>2010 15:49 Aug 10, 2011 Jkt 223109 PO 00000 Frm 00127 Fmt 8010 Sfmt 8010 Q:\29\29V1 ofr150 PsN: PC150
118
29 CFR Subtitle A (7–1–11 Edition) § 5.5
case may be, for transmission to the
(write in name of agency). The payrolls
submitted shall set out accurately and
completely all of the information re-
quired to be maintained under 29 CFR
5.5(a)(3)(i), except that full social secu-
rity numbers and home addresses shall
not be included on weekly transmit-
tals. Instead the payrolls shall only
need to include an individually identi-
fying number for each employee (e.g.,
the last four digits of the employee’s
social security number). The required
weekly payroll information may be
submitted in any form desired. Op-
tional Form WH–347 is available for
this purpose from the Wage and Hour
Division Web site at http://www.dol.gov/
esa/whd/forms/wh347instr.htm or its suc-
cessor site. The prime contractor is re-
sponsible for the submission of copies
of payrolls by all subcontractors. Con-
tractors and subcontractors shall
maintain the full social security num-
ber and current address of each covered
worker, and shall provide them upon
request to the (write in name of appro-
priate federal agency) if the agency is a
party to the contract, but if the agency
is not such a party, the contractor will
submit them to the applicant, sponsor,
or owner, as the case may be, for trans-
mission to the (write in name of agen-
cy), the contractor, or the Wage and
Hour Division of the Department of
Labor for purposes of an investigation
or audit of compliance with prevailing
wage requirements. It is not a viola-
tion of this section for a prime con-
tractor to require a subcontractor to
provide addresses and social security
numbers to the prime contractor for its
own records, without weekly submis-
sion to the sponsoring government
agency (or the applicant, sponsor, or
owner).
(B) Each payroll submitted shall be
accompanied by a ‘‘Statement of Com-
pliance,’’ signed by the contractor or
subcontractor or his or her agent who
pays or supervises the payment of the
persons employed under the contract
and shall certify the following:
(1) That the payroll for the payroll
period contains the information re-
quired to be provided under § 5.5
(a)(3)(ii) of Regulations, 29 CFR part 5,
the appropriate information is being
maintained under § 5.5 (a)(3)(i) of Regu-
lations, 29 CFR part 5, and that such
information is correct and complete;
(2) That each laborer or mechanic
(including each helper, apprentice, and
trainee) employed on the contract dur-
ing the payroll period has been paid the
full weekly wages earned, without re-
bate, either directly or indirectly, and
that no deductions have been made ei-
ther directly or indirectly from the full
wages earned, other than permissible
deductions as set forth in Regulations,
29 CFR part 3;
(3) That each laborer or mechanic has
been paid not less than the applicable
wage rates and fringe benefits or cash
equivalents for the classification of
work performed, as specified in the ap-
plicable wage determination incor-
porated into the contract.
(C) The weekly submission of a prop-
erly executed certification set forth on
the reverse side of Optional Form WH–
347 shall satisfy the requirement for
submission of the ‘‘Statement of Com-
pliance’’ required by paragraph
(a)(3)(ii)(B) of this section.
(D) The falsification of any of the
above certifications may subject the
contractor or subcontractor to civil or
criminal prosecution under section 1001
of title 18 and section 231 of title 31 of
the United States Code.
(iii) The contractor or subcontractor
shall make the records required under
paragraph (a)(3)(i) of this section avail-
able for inspection, copying, or tran-
scription by authorized representatives
of the (write the name of the agency)
or the Department of Labor, and shall
permit such representatives to inter-
view employees during working hours
on the job. If the contractor or subcon-
tractor fails to submit the required
records or to make them available, the
Federal agency may, after written no-
tice to the contractor, sponsor, appli-
cant, or owner, take such action as
may be necessary to cause the suspen-
sion of any further payment, advance,
or guarantee of funds. Furthermore,
failure to submit the required records
upon request or to make such records
available may be grounds for debar-
ment action pursuant to 29 CFR 5.12.
(4) Apprentices and trainees —(i) Ap-
prentices. Apprentices will be permitted
to work at less than the predetermined
rate for the work they performed when
VerDate Mar<15>2010 15:49 Aug 10, 2011 Jkt 223109 PO 00000 Frm 00128 Fmt 8010 Sfmt 8010 Q:\29\29V1 ofr150 PsN: PC150
119
Office of the Secretary of Labor § 5.5
they are employed pursuant to and in-
dividually registered in a bona fide ap-
prenticeship program registered with
the U.S. Department of Labor, Employ-
ment and Training Administration, Of-
fice of Apprenticeship Training, Em-
ployer and Labor Services, or with a
State Apprenticeship Agency recog-
nized by the Office, or if a person is em-
ployed in his or her first 90 days of pro-
bationary employment as an appren-
tice in such an apprenticeship program,
who is not individually registered in
the program, but who has been cer-
tified by the Office of Apprenticeship
Training, Employer and Labor Services
or a State Apprenticeship Agency
(where appropriate) to be eligible for
probationary employment as an ap-
prentice. The allowable ratio of ap-
prentices to journeymen on the job site
in any craft classification shall not be
greater than the ratio permitted to the
contractor as to the entire work force
under the registered program. Any
worker listed on a payroll at an ap-
prentice wage rate, who is not reg-
istered or otherwise employed as stated
above, shall be paid not less than the
applicable wage rate on the wage deter-
mination for the classification of work
actually performed. In addition, any
apprentice performing work on the job
site in excess of the ratio permitted
under the registered program shall be
paid not less than the applicable wage
rate on the wage determination for the
work actually performed. Where a con-
tractor is performing construction on a
project in a locality other than that in
which its program is registered, the ra-
tios and wage rates (expressed in per-
centages of the journeyman’s hourly
rate) specified in the contractor’s or
subcontractor’s registered program
shall be observed. Every apprentice
must be paid at not less than the rate
specified in the registered program for
the apprentice’s level of progress, ex-
pressed as a percentage of the journey-
men hourly rate specified in the appli-
cable wage determination. Apprentices
shall be paid fringe benefits in accord-
ance with the provisions of the appren-
ticeship program. If the apprenticeship
program does not specify fringe bene-
fits, apprentices must be paid the full
amount of fringe benefits listed on the
wage determination for the applicable
classification. If the Administrator de-
termines that a different practice pre-
vails for the applicable apprentice clas-
sification, fringes shall be paid in ac-
cordance with that determination. In
the event the Office of Apprenticeship
Training, Employer and Labor Serv-
ices, or a State Apprenticeship Agency
recognized by the Office, withdraws ap-
proval of an apprenticeship program,
the contractor will no longer be per-
mitted to utilize apprentices at less
than the applicable predetermined rate
for the work performed until an accept-
able program is approved.
(ii) Trainees. Except as provided in 29
CFR 5.16, trainees will not be per-
mitted to work at less than the pre-
determined rate for the work per-
formed unless they are employed pur-
suant to and individually registered in
a program which has received prior ap-
proval, evidenced by formal certifi-
cation by the U.S. Department of
Labor, Employment and Training Ad-
ministration. The ratio of trainees to
journeymen on the job site shall not be
greater than permitted under the plan
approved by the Employment and
Training Administration. Every train-
ee must be paid at not less than the
rate specified in the approved program
for the trainee’s level of progress, ex-
pressed as a percentage of the journey-
man hourly rate specified in the appli-
cable wage determination. Trainees
shall be paid fringe benefits in accord-
ance with the provisions of the trainee
program. If the trainee program does
not mention fringe benefits, trainees
shall be paid the full amount of fringe
benefits listed on the wage determina-
tion unless the Administrator of the
Wage and Hour Division determines
that there is an apprenticeship pro-
gram associated with the cor-
responding journeyman wage rate on
the wage determination which provides
for less than full fringe benefits for ap-
prentices. Any employee listed on the
payroll at a trainee rate who is not
registered and participating in a train-
ing plan approved by the Employment
and Training Administration shall be
paid not less than the applicable wage
rate on the wage determination for the
classification of work actually per-
formed. In addition, any trainee per-
forming work on the job site in excess
VerDate Mar<15>2010 15:49 Aug 10, 2011 Jkt 223109 PO 00000 Frm 00129 Fmt 8010 Sfmt 8010 Q:\29\29V1 ofr150 PsN: PC150
120
29 CFR Subtitle A (7–1–11 Edition) § 5.5
of the ratio permitted under the reg-
istered program shall be paid not less
than the applicable wage rate on the
wage determination for the work actu-
ally performed. In the event the Em-
ployment and Training Administration
withdraws approval of a training pro-
gram, the contractor will no longer be
permitted to utilize trainees at less
than the applicable predetermined rate
for the work performed until an accept-
able program is approved.
(iii) Equal employment opportunity.
The utilization of apprentices, trainees
and journeymen under this part shall
be in conformity with the equal em-
ployment opportunity requirements of
Executive Order 11246, as amended, and
29 CFR part 30.
(5) Compliance with Copeland Act re-
quirements. The contractor shall com-
ply with the requirements of 29 CFR
part 3, which are incorporated by ref-
erence in this contract.
(6) Subcontracts. The contractor or
subcontractor shall insert in any sub-
contracts the clauses contained in 29
CFR 5.5(a)(1) through (10) and such
other clauses as the (write in the name
of the Federal agency) may by appro-
priate instructions require, and also a
clause requiring the subcontractors to
include these clauses in any lower tier
subcontracts. The prime contractor
shall be responsible for the compliance
by any subcontractor or lower tier sub-
contractor with all the contract
clauses in 29 CFR 5.5.
(7) Contract termination: debarment. A
breach of the contract clauses in 29
CFR 5.5 may be grounds for termi-
nation of the contract, and for debar-
ment as a contractor and a subcon-
tractor as provided in 29 CFR 5.12.
(8) Compliance with Davis-Bacon and
Related Act requirements. All rulings and
interpretations of the Davis-Bacon and
Related Acts contained in 29 CFR parts
1, 3, and 5 are herein incorporated by
reference in this contract.
(9) Disputes concerning labor standards.
Disputes arising out of the labor stand-
ards provisions of this contract shall
not be subject to the general disputes
clause of this contract. Such disputes
shall be resolved in accordance with
the procedures of the Department of
Labor set forth in 29 CFR parts 5, 6,
and 7. Disputes within the meaning of
this clause include disputes between
the contractor (or any of its sub-
contractors) and the contracting agen-
cy, the U.S. Department of Labor, or
the employees or their representatives.
(10) Certification of eligibility. (i) By
entering into this contract, the con-
tractor certifies that neither it (nor he
or she) nor any person or firm who has
an interest in the contractor’s firm is a
person or firm ineligible to be awarded
Government contracts by virtue of sec-
tion 3(a) of the Davis-Bacon Act or 29
CFR 5.12(a)(1).
(ii) No part of this contract shall be
subcontracted to any person or firm in-
eligible for award of a Government
contract by virtue of section 3(a) of the
Davis-Bacon Act or 29 CFR 5.12(a)(1).
(iii) The penalty for making false
statements is prescribed in the U.S.
Criminal Code, 18 U.S.C. 1001.
(b) Contract Work Hours and Safety
Standards Act. The Agency Head shall
cause or require the contracting officer
to insert the following clauses set forth
in paragraphs (b)(1), (2), (3), and (4) of
this section in full in any contract in
an amount in excess of $100,000 and sub-
ject to the overtime provisions of the
Contract Work Hours and Safety
Standards Act. These clauses shall be
inserted in addition to the clauses re-
quired by § 5.5(a) or 4.6 of part 4 of this
title. As used in this paragraph, the
terms laborers and mechanics include
watchmen and guards.
(1) Overtime requirements. No con-
tractor or subcontractor contracting
for any part of the conract work which
may require or involve the employ-
ment of laborers or mechanics shall re-
quire or permit any such laborer or me-
chanic in any workweek in which he or
she is employed on such work to work
in excess of forty hours in such work-
week unless such laborer or mechanic
receives compensation at a rate not
less than one and one-half times the
basic rate of pay for all hours worked
in excess of forty hours in such work-
week.
(2) Violation; liability for unpaid wages;
liquidated damages. In the event of any
violation of the clause set forth in
VerDate Mar<15>2010 15:49 Aug 10, 2011 Jkt 223109 PO 00000 Frm 00130 Fmt 8010 Sfmt 8010 Q:\29\29V1 ofr150 PsN: PC150
121
Office of the Secretary of Labor § 5.5
paragraph (b)(1) of this section the con-
tractor and any subcontractor respon-
sible therefor shall be liable for the un-
paid wages. In addition, such con-
tractor and subcontractor shall be lia-
ble to the United States (in the case of
work done under contract for the Dis-
trict of Columbia or a territory, to
such District or to such territory), for
liquidated damages. Such liquidated
damages shall be computed with re-
spect to each individual laborer or me-
chanic, including watchmen and
guards, employed in violation of the
clause set forth in paragraph (b)(1) of
this section, in the sum of $10 for each
calendar day on which such individual
was required or permitted to work in
excess of the standard workweek of
forty hours without payment of the
overtime wages required by the clause
set forth in paragraph (b)(1) of this sec-
tion.
(3) Withholding for unpaid wages and
liquidated damages. The (write in the
name of the Federal agency or the loan
or grant recipient) shall upon its own
action or upon written request of an
authorized representative of the De-
partment of Labor withhold or cause to
be withheld, from any moneys payable
on account of work performed by the
contractor or subcontractor under any
such contract or any other Federal
contract with the same prime con-
tractor, or any other federally-assisted
contract subject to the Contract Work
Hours and Safety Standards Act, which
is held by the same prime contractor,
such sums as may be determined to be
necessary to satisfy any liabilities of
such contractor or subcontractor for
unpaid wages and liquidated damages
as provided in the clause set forth in
paragraph (b)(2) of this section.
(4) Subcontracts. The contractor or
subcontractor shall insert in any sub-
contracts the clauses set forth in para-
graph (b)(1) through (4) of this section
and also a clause requiring the sub-
contractors to include these clauses in
any lower tier subcontracts. The prime
contractor shall be responsible for
compliance by any subcontractor or
lower tier subcontractor with the
clauses set forth in paragraphs (b)(1)
through (4) of this section.
(c) In addition to the clauses con-
tained in paragraph (b), in any con-
tract subject only to the Contract
Work Hours and Safety Standards Act
and not to any of the other statutes
cited in § 5.1, the Agency Head shall
cause or require the contracting officer
to insert a clause requiring that the
contractor or subcontractor shall
maintain payrolls and basic payroll
records during the course of the work
and shall preserve them for a period of
three years from the completion of the
contract for all laborers and mechan-
ics, including guards and watchmen,
working on the contract. Such records
shall contain the name and address of
each such employee, social security
number, correct classifications, hourly
rates of wages paid, daily and weekly
number of hours worked, deductions
made, and actual wages paid. Further,
the Agency Head shall cause or require
the contracting officer to insert in any
such contract a clause providing that
the records to be maintained under this
paragraph shall be made available by
the contractor or subcontractor for in-
spection, copying, or transcription by
authorized representatives of the
(write the name of agency) and the De-
partment of Labor, and the contractor
or subcontractor will permit such rep-
resentatives to interview employees
during working hours on the job.
(The information collection, recordkeeping,
and reporting requirements contained in the
following paragraphs of this section were ap-
proved by the Office of Management and
Budget:
Paragraph OMB Con-
trol Number
(a)(1)(ii)(B) ......................................................... 1215–0140
(a)(1)(ii)(C) ......................................................... 1215–0140
(a)(1)(iv) ............................................................. 1215–0140
(a)(3)(i) ............................................................... 1215–0140,
1215–0017
(a)(3)(ii)(A) ......................................................... 1215–0149
(c) ....................................................................... 1215–0140,
1215–0017
[48 FR 19540, Apr. 29, 1983, as amended at 51
FR 12265, Apr. 9, 1986; 55 FR 50150, Dec. 4,
1990; 57 FR 28776, June 26, 1992; 58 FR 58955,
Nov. 5, 1993; 61 FR 40716, Aug. 5, 1996; 65 FR
69693, Nov. 20, 2000; 73 FR 77511, Dec. 19, 2008]
EFFECTIVE DATE NOTE: At 58 FR 58955, Nov.
5, 1993, § 5.5 was amended by suspending para-
graph (a)(1)(ii) indefinitely.
VerDate Mar<15>2010 15:49 Aug 10, 2011 Jkt 223109 PO 00000 Frm 00131 Fmt 8010 Sfmt 8010 Q:\29\29V1 ofr150 PsN: PC150
Page 107 of 121
Exhibit H - Design-Builder’s Designated Representatives
Carlos Perdomo
President
The Keystone Plus Construction Corporation
1925 Minnesota Avenue, Suite A
Washington, DC 20020
Page 108 of 121
Exhibit I - Department’s Designated Representatives and Contracting Officers
George G. Lewis
Associate Director & Chief Procurement Officer
Contracts and Procurement Division
Department of General Services
Contracts and Procurement Division
3924 Minnesota Avenue, NE, 5th Floor
Washington, DC 20019
Peter Henry Lyoanga
Contracting Officer
Contracting and Procurement Division
Department of General Services
3924 Minnesota Avenue, NE, 5th Floor
Washington, DC 20019
Page 110 of 121
Exhibit J – Standard Contract Provisions (Construction and
Architectural/Engineering)
Standard Contract Provisions - Page 1 of 24
District of Columbia Department of General Services
Standard Contract Provisions
GENERAL PROVISIONS
(Construction Contract)
ARTICLE 1. DEFINITIONS
A. “Government” as used herein means the District of Columbia Department of General Services ,
(DGS) that is a party to a contract.
B. “Executive” as used herein means the elected head of the Government as set forth in [Public Law
93-198 dated December 24, 1973, Title 4, Part B, Section 422(1)] (Or relevant local law).
C. “Contracting Officer” as used herein means the Government official authorized to
execute and administrate the Contract on behalf of the Government. Within DGS, the Director is
the Chief Contracting Officer. The Director may make delegations of procurement authority to
additional contracting officers within DGS.
D. “Contract Documents” or “Contract” as used herein means Addenda, Contract Form, Sta ndard
Contract Provisions, Instructions to Bidders, General Provisions, Labor Provisions, Performance
and P ayment Bonds, Specifications, Special Provisions, Contract Drawings, approved written
Change Orders and Agreements required to acceptably complete the Contract, including
authorized extensions thereof.
ARTICLE 2. SPECIFICATIONS AND DRAWINGS—The Contractor shall keep on the work site a copy of
Contract drawings and specifications and shall at all times give the Contracting Officer access thereto.
Anything mentioned in the specifications and not shown on the Contract drawings, or shown on the
Contract drawings and not mentioned in the specifications, shall be of like effect as if shown or mentioned
in both.
There shall be no change orders or equitable adjustments for work related to items appearing in either the
Contract drawing or specifications.
All Contract requirements are equally binding. Each Contract requirement, whether or not omitted
elsewhere in the Contract, is binding as though occurring in any or all parts of the Contract. In case of
discrepancy:
1. The Contracting Officer shall be promptly notified in writing of any error, discrepancy or
omission, apparent or otherwise.
2. Applicable Federal, State, and Municipal Code requirements have priority over: the
Contract form, General Provisions, Change Orders, Addenda, Contract drawings, Special
Provisions and Specifications.
3. The Contract form, Standard Contract Provisions, General Provisions and Lab or
Provisions have priority over: Change Orders, Addenda, Contract drawings, Special
Provisions and Specifications.
4. Change Orders have priority over: Addenda, Contract drawings and Specifications.
5. Addenda have priority over: Contract dr awings, Special Provisions and Specific ations. A
later dated Addendum has priority over earlier dated Addenda.
6. Special Provisions have priority over: Contract drawings and other specifications.
Standard Contract Provisions - Page 2 of 24
7. Shown and indicated dimensions have priority over scaled dimensions.
8. Original scale drawings and details have priority over any other different scale drawings
and details.
9. Large scale drawings and details have priority over small scale drawings and details.
10. Any adjustment by the Contractor without a prior determination by the Contracting Officer
shall be at his own risk and expense. The Contracting Officer will furnish from time to
time such detail drawings and other information as he may consider necessary, unless
otherwise provided.
ARTICLE 3. CHANGES
A. DESIGNATED CHANGE ORDERS —The Contracting Officer may, at any time, without notice to
the sureties, by written order designated or indicated to be a change order, make any change in
the work within the general scope of the Contract, including but not limited to changes
1. In the Contract drawings and specifications;
2. In the method or manner of performance of the work;
3. In the Government furnished facilities, equipment, materials or services; or
4. Directing acceleration in the performance of the work.
Nothing provided in this Article shall excuse the Contractor from proceeding with the prosecution
of the work so changed.
B. OTHER CHANGE ORDERS —Any other written order or an oral order (which term as used in this
Section (B) shall include direction, instruction, interpretation, or determination) from the
Contracting Officer which causes any such change, shall be treated as a Change Order under
this Article, provided that the Contractor gives the Contracting Officer written notice stating the
date, circumstances and sources of the order and that the Contractor regards the order as a
Change Order.
C. GENERAL REQUIREMENTS —Except as herein provided, no order, statement or conduct of the
Contracting Officer shall be treated as a change under this Article or entitle the Contractor to an
equitable adjustment hereunder. If any change under this Article causes an increase or decrease
in the Contractor’s cost of, or the time required for, the performance of any part of the work under
this Contract whether or not changed by any order, an equitable adjustment shall be made and
the Contract modified in writing accordingly; provided, however, that except for claims based on
defective specifications, no claim for any change under (B) above shall be allowed for any cost
incurred more than 20 days before the Contractor gives written notice as therein required unless
this 20 days is extended by the Contracting Officer and provided further, that in case of defective
drawings and specifications, the equitable adjustment shall include any increased cost
reasonably incurred by the Contractor in attempting to comply with such defective drawings and
specifications.
If the Contractor intends to assert a claim for an equitable adjustment under this Article, he must,
within 30 days after receipt of a written Change Or der under (A) above or the furnishing of a
written notice under (B) above, submit to the Contracting Officer a written statement setting forth
the general nature and monetary extent of such claim, unless this period is extended by the
Contracting Officer. The statement of claim hereunder may be included in the notice under (B)
above.
Standard Contract Provisions - Page 3 of 24
With respect to the notification requirements hereunder, time is of the essence. A failure to
provide timely notice constitutes waiver of the claim. No claim by the Contractor for an equitable
adjustment hereunder shall be allowed if asserted after final payment under the Contract.
D. CHANGE ORDER BREAKDOWN —Contract prices shall be used for Change Order work where
work is of similar nature; no other costs, overhead or profit will be allowed.
Where Contract prices are not appropriate and the nature of the change is known in advance of
construction, the parties shall attempt to agree on a fully justifiable price adjustment and/or
adjustment of completion time.
When Contract prices are not appropriate, or the parties fail to agree on equitable adjustment, or
in processing claims, equitable adjustment for Change Order work shall be per this Article and
Article 4 and shall be based upon the breakdown shown in following subsections 1. through 7.
The Contractor shall assemble a complete cost breakdown that lists and substantiates each item
of work and each item of cost.
1. Labor —Payment will be made for direct labor cost plus indirect labor cost such as
insurance, taxes, fringe benefits and welfare provided such costs are considered
reasonable. Indirect costs shall be itemized and verified by receipted invoices. If
verification is not possible, up to 18 percent of direct labor costs may be allowed. In
addition, up to 20 percent of direct plus indirect labor costs may be allowed for overhead
and profit.
2. Bond —Payment for additional bond cost will be made per bond rate schedule submitted
to the Office of Contracting and Procurement with the executed Contract.
3. Materials —Payment for cost of required materials will be F.O.B. destination (the job site)
with an allowance for overhead and profit.
4. Rented Equipment —Payment for required equipment rented from an outside company
that is neither an affiliate of, nor a subsidiary of, the Contractor will be based on receipted
invoices which shall not exceed rates given in the current edition of the Rental Rate Blue
Book for Construction Equipment published by Data Quest. If actual rental rates exceed
manual rates, written justification shall be furnished to the Contracting Officer for
consideration. No additional allowance will be made for overhead and profit. The
Contractor shall submit written certification to the Contracting Officer that any required
rented equipment is neither owned by nor rented from the Contractor or an affiliate of or
subsidiary of the Contractor.
5. Contractor’s Equipment — Payment for required equipment owned by the Contractor or
an affiliate of the Contractor will be based solely on an hourly rate derived by dividing the
current appropriate monthly rate by 176 hours. No payment will be made under any
circumstances for repair costs, freight and transportation charges, fuel, lubricants,
insurance, any other costs and expenses, or overhead and profit. Payment for such
equipment made idle by delays attributable to the Government will be based on one-half
the derived hourly rate under this subsection.
6. Miscellaneous —No additional allowance will be made for general superintendence, use
of small tools and other costs for which no specific allowance is herein provided.
Standard Contract Provisions - Page 4 of 24
7. Subcontract Work —Payment for additional necessary subcontract work will be based
on applicable procedures in 1. through 6., to which total additional subcontract work up to
an additional 10 percent may be allowed for the Contractor’s overhead and profit.
ARTICLE 4. EQUITABLE ADJUSTMENT OF CONTRACT TERMS
The Contractor is entitled to an equitable adjustment of the contract terms whenever the following
situations develop:
A. DIFFERING SITE CONDITIONS:
1. During the progress of the work, if subsurface or latent physical conditions are encountered
at the site differing materially from those indicated in the contract or if unknown physical
conditions of an unusual nature, differing materially from those ordinarily encountered and
generally recognized as inherent in the work provided for in the contract, are encountered at
the site, the Contractor, upon discovering such conditions, shall promptly notify the
Contracting Officer in writing of the specific differing conditions before they are disturbed and
before the affected work is performed.
2. Upon written notification, the Contracting Officer will investigate the conditions, and if he/she
determines that the conditions materially differ and cause an increase or decrease in the cost
or time required for the performance of any work under the contract, an adjustment, excluding
loss of anticipated profits, will be made and the contract modified in writing accordingly. The
Contracting Officer will notify the Contractor of his/her determination whether or not an
adjustment of the contract is warranted.
3. No contract adjustment which results in a benefit to the Contractor will be allowed unless the
Contractor has provided the required written notice; a failure to notify the Contracting Officer
of the changed conditions prior to work being disturbed by said conditions shall constitute a
permanent waiver of all right to compensation related to the changed conditions by the
Contractor.
4. No contract adjustment will be allowed under this clause for any effects caused on
unchanged work.
B. SUSPENSION OF WORK ORDERED BY THE CONTRACTING OFFICER:
1. If the performance of all or any portion of the work is suspended or delayed by the
Contracting Officer in writing for an unreasonable period of time (not originally anticipated,
customary, or inherent to the construction industry) and the Contractor believes that
additional compensation and/or contract time is due as a result of such suspension or delay,
the Contractor shall submit to the Contracting Officer in writing a request for equitable
adjustment within seven (7) calendar days of receipt of the notice to resume work. The
request shall set forth the reasons and support for such adjustment.
2. Upon receipt, the Contracting Officer will evaluate the Contractor’s request. If the Contracting
Officer agrees that the cost and/or time required for the performance of the contract has
increased as a result of such suspension and the suspension was caused by conditions
beyond the control or and not the fault of the contractor, its suppliers, or subcontractors at
any approved tier, and not caused by weather, the Contracting Officer will make an
adjustment (excluding profit) and modify the contract in writing accordingly. The Contracting
Officer will notify the Contract of his/her determination whether or not an adjustment of the
contract is warranted.
3. No contract adjustment will be allowed unless the Contractor has submitted the request for
adjustment within the time prescribed; a failure to submit a request for adjustment in the time
Standard Contract Provisions - Page 5 of 24
prescribed shall constitute waiver of all right to compensation related to the suspension of
work by the Contractor.
4. No contract adjustment will be allowed under this clause to the extent that performance would
have been suspended or delayed by any other cause, or for which an adjustment is provided
for or excluded under any other term of condition of this contract.
C. SIGNIFICANT CHANGES IN THE CHARACTER OF WORK :
1. The Contracting Officer reserves the right to make, in writing, at any time during the work,
such changes in quantities and such alterations in the work as are necessary to satisfactorily
complete the project. Such changes in quantities and alterations shall not invalidate the
contract nor release the surety, and the Contractor agrees to perform the work as altered.
2. If the alterations or changes in quantities significantly change the character of the work under
the contract, whether or not changed by any such different quantities or alterations, an
adjustment, excluding loss of anticipated profits, will be made to the contract. The basis for
the adjustment shall be agreed upon prior to the performance of the work. If a basis cannot
be agreed upon, then an adjustment will be made either for or against the Contractor in such
amount as the Contracting Officer may determine to be fair and reasonable.
3. If the alterations or changes in quantities significantly change the character of the work to be
performed under the contract, the altered work will be paid for as provided elsewhere in the
contract.
4. The term “significant change” shall be construed to apply only to the following circumstances:
a. When the character of the work as altered differs materially in kind or nature from that
involved or included in the original proposed construction; or
b. When an item of work is increased in excess of 125 percent or decreased below 75
percent of the original contract quantity. Any allowance for an increase in quantity
shall apply only to that portion in excess of 125 percent of original contract item
quantity, or in the case of a decrease below 75 percent, to the actual amount of work
performed.
ARTICLE 5. TERMINATION
TERMINATION GENERALLY- Termination, whether for default or convenience, is not a Government
claim. The Contracting Officer may terminate a contract for default, in whole or in part, if the termination
is in the best interests of the Government, and the Contractor does any of the following:
(a) Fails to deliver the goods or complete the wor k or services within the time specified in the
contract or any modification;
(b) Fails to make sufficient progress on contract performance so as to endanger performance of the
contract within the time specified or in the manner specified in the contract;
(c) Fails or refuses to go forward with the work in accordance with the direction of the Contracting
Officer;
(d) Expresses through word or conduct an intention not to complete the work in accordance with the
directions of the Contracting Officer;
(e) Fails to perform any of the other provisions of the contract;
(f) Materially deviates from the representations and capabilities set forth in the Contractor’s
response to the solicitation.
A termination for default is a final decision of a Contracting Officer. In order to contest a termination for
default, the Contractor must submit a certified request to convert the termination for default to a
termination for convenience with all documents supporting such conversion and comply with all contract
Standard Contract Provisions - Page 6 of 24
provisions and laws relating to terminations for convenience, including the submission of a certified
termination for convenience settlement proposal. The submission of the certified request for conversion to
a termination for convenience and certified termination settlement proposal to the Contracting Officer
must occur prior to 90 days from the date of the Contracting Officer’s final decision.
DELAYS—If the Contractor refuses or fails to prosecute the work, or any separable part thereof, with
such diligence as will insure its completion within the time specified in the Contract, or any extension
thereof, or fails to complete said work within specified time, the Government may, by written notice to the
Contractor, terminate his right to proceed with the work or such part of the work involving the delay. In
such event the Government may take over the work and prosecute the same to completion, by contract or
otherwise, and may take possession of and utilize in completing the work such materials, appliances, and
plant as may have been paid for by the Government or may be on the site of the work and necessary
therefore. Whether or not the Contractor’s right to proceed with the work is terminated, he and his
sureties shall be liable for any liability to the Government resulting from his refusal or failure to complete
the work within the specified time.
If fixed and agreed liquidated damages are provided in the Contract and if the Government does not so
terminate the Contractor’s right to proceed, the resulting damage will consist of such liquidated damages
until the work is completed and accepted.
The Contractor’s right to proceed shall not be so terminated nor the Contractor charged with resulting
damage if:
1. The delay in the completion the work arises from unforeseeable causes beyond the control and
without the fault or negligence of the Contractor, including but not restricted to acts of God, acts
of the public enemy, acts of the Government in either its sovereign or contractual capacity, acts of
another contractor in the performance of a contract with the Government, fires, floods, epidemics,
quarantine restrictions, strikes, freight embargoes, climatic conditions beyond the normal which
could be anticipated, or delays of subcontractors or suppliers arising from unforeseeable causes
beyond the control and without the fault or negligence of both the Contractor and such
subcontractors or suppliers (the term subcontractors or suppliers shall mean subcontractors or
suppliers at any tier); and
2. The Contractor, within 72 hours from the beginning of any such delay, (unless the Contracting
Officer grants a further period of time before the date of final payment under the Contract) notifies
the Contracting Officer in writing of the causes of delay.
The Contracting Officer shall ascertain the facts and the extent of the delay and extend the time far
completing the work when, in his judgment, the findings of fact justify such an extension, and his findings
of fact shall be final and conclusive on the parties, subject only to appeal as provided in Article 7 herein.
If, after notice of termination of the Contractor’s right to proceed under the provisions of this Article, it is
determined for any reason that the Contractor was not in default under the provisions of this Article, or
that the delay was excusable under the provisions of this Article, the rights and obligations of the parties
shall be in accordance with Article 6 herein. Failure to agree to any such adjustment shall be a dispute
concerning a question of fact within the meaning of Article 7 herein.
The rights and remedies of the Government provided in this Article are in addition to any other rights and
remedies provided by law or under the Contract.
The Government may, by written notice, terminate the Contract or a portion ther eof as a result of an
Executive Order of the President of the United States with respect to the prosecution of war or in the
interest of national defense. When the Contract is so terminated, no claim for loss of anticipated profits
will be permitted.
ARTICLE 6. TERMINATION FOR CONVENIENCE OF THE GOVERNMENT
Standard Contract Provisions - Page 7 of 24
A. The performance of work under the Contract may be terminated by the Government in
accordance with this Article in whole, or in part, whenever the Contracting Officer shall
determine that such termination is in the best interest of the Government. Any such termination
shall be effected by delivery to the Contractor of a Notice of Termination specifying the extent
to which performance of work under the Contract is terminated, and the date upon which such
termination becomes effective.
B. After receipt of a Notice of Termination, and except as otherwise directed by the Contracting
Officer, the Contractor shall:
1. Stop work under the Contract on the date and to the extent specified in the Notice of
Termination.
2. Place no further orders or subcontracts for materials, services, or facilities except as may be
necessary for completion of such portion of the work under the Contract as is not
terminated.
3. Terminate all orders and subcontracts to the extent that they relate to the performance of
work terminated by the Notice of Termination.
4. Assign to the Government, in the manner, at the times, and to the extent directed by the
Contracting Officer, all of the right, title and interest of the Contractor under the orders and
subcontracts so terminated, in which case the Government shall have the right, in its
discretion, to settle or pay any or all claims arising out of the termination of such orders and
subcontracts.
5. Settle all outstanding liabilities and all claims arising out of such termination of orders or
subcontracts, with the approval or ratification of the Contracting Officer to the extent he may
require, which approval or ratification shall be final for all purposes of this Article.
6. Transfer title to the Government and deliver in the manner, at the times, and to the extent, if
any, directed by the Contracting Officer
:
a. The fabricated or unfabricated parts, work in progress, completed work, supplies, and
other material procured as a part of, or acquired in connection with, the performance
of the work terminated by the Notice of Termination, and
b. The completed, or partially completed plans, drawings information and other property
which, if the Contract bad been completed, would have been required to be furnished
to the Government.
7. Use his best efforts to sell, in the manner, at the terms, to the extent, and at the
price or prices directed or authorized by the Contracting Officer, any property of the
types referred to in 6 above provided, however, that the Contractor:
a. Shall not be required to extend credit to any purchaser, and
b. May acquire any property under the conditions prescribed and at a price or prices
approved by the Contracting Officer, and
c. Provided further, that the proceeds of any such transfer or disposition shall be applied
in reduction of any payments to be made by the Government to the Contractor under
the Contract or shall otherwise be credited to the price or cost of the work covered by
the Contract or paid in such other manner as the Contracting Officer may direct.
Standard Contract Provisions - Page 8 of 24
8. Complete performance of such part of the work as shall not have been terminated by the
Notice of Termination.
9. Take such action as may be necessary, or as the Contracting Officer may direct, for the
protection and preservation of the property related to the Contra ct which is in the
possession of the Contractor and in which the Government has or may acquire an
interest.
10. The Contractor shall proceed immediately with the performance of the above
obligations notwithstanding any delay in determining or adjusting the cost, or any item of
reimbursable cost, under this Article.
11. “Plant clearance period” means, for each particular property classification (such as
raw materials, purchased parts and work in progress) at any one plant or location, a
period beginning with the effective date of the termination for convenience and ending 90
days after receipt by the Contracting Officer of acceptable inventory schedules covering
all items of that particular property classification in the termination inventory at that plant
or location, or ending on such later date as may be agreed to by the Contracting Officer
and the Contractor. Final phase of a plant clearance period means that part of a plant
clearance period which occurs alter the receipt of acceptable inventory schedules
covering all items of the particular property classification at the plant or location.
At any time after expiration of the plant clearance period, as defined above, the Contractor
may submit to the Contracting Officer a list, certified as to quantity and quality, of any or
all items of termination inventory not previously disposed of, exclusive of items the
disposition of which has been directed or authorized by the Contracting Officer, and may
request the Government to remove such items or enter into a storage agreement covering
them. Not later than 15 days thereafter, the Government will accept title to such items and
remove them or enter into a storage agreement covering the same; provided, that the list
submitted shall be subject to verification by the Contracting Officer upon removal of the
items or, if the items are stored, within 45 days from the date of submission of the list, and
any necessary adjustments to correct the list as submitted, shall be made prior to final
settlement.
C. After receipt of a Notice of Termination, the Contractor shall submit to the Contracting Officer
his termination claim, in the form with the certification prescribed by the Contracting Officer.
Such claim shall be submitted promptly but in no event later than 90 days from the effective
date of termination, unless one or more extensions in writing are granted by the Contracting
Officer upon request of the Contractor made in writing within such 90 day period or authorized
extension thereof. In the event the Contractor was terminated for default and it asserts that it is
entitled to a termination for convenience, its certified request for the conversion of the default
termination to one for convenience and its certified termination settlement proposal must be
submitted to the Contracting Officer prior to the expiration of 90 days from the date of the
default termination. With respect to a termination for convenience, if the Contracting Officer
determines that the facts justify such action, he may receive and act upon any such termination
claim at any time after such 90 day period or extension thereof. Nothing herein shall be
construed to extend the time for the submission of a claim hereunder for a defaulted Contractor
beyond 90 days from the date of the default termination. Upon failure of the Contractor to
submit his termination claim within the time allowed, the Contracting Officer may, subject to any
review required by the Government’s procedures in effect as of the date of execution of the
Contract, determine, on the basis of information available to him, the amount, if any, due to the
Contractor by reason of the termination and shall thereupon pay to the Contractor the amount
so determined.
D. Subject to the provisions of C above, and subject to any review required by the Government’s
procedures in effect as of the date of execution of the Contract, the Contractor and Contracting
Standard Contract Provisions - Page 9 of 24
Officer may agree upon the whole or any part of the amount or amounts to be paid to the
Contractor by reason of the total or partial te rmination of work pursuant to this Article, which
amount or amounts may include a reasonable allowance for profit on work done; provided, that
such agreed amount or amounts, exclusive of settlement costs, shall not exceed the total
Contract price as reduced by the amount of payments otherwise made and as further reduced
by the Contract price of work not terminated. The Contract shall be amended accordingly, and
the Contractor shall be paid the agreed amount. Nothing in E below prescribing the amount to
be paid to the Contractor in the event of failure of the Contractor and the Contracting Officer to
agree upon the whole amount to be paid to the Contractor by reason of the termination of work
pursuant to this Article, shall be deemed to limit, restrict or otherwise determine or effect the
amount or amounts which may be agreed upon to be paid to the Contractor pursuant to this
paragraph.
E. In the event of the failure of the Contractor and the Contracting Officer to agree as provided in
D above upon the whole amount to be paid to the Contractor by reason of the termination of
work pursuant to this Article, the Contracting Officer shall, subject to any review required by the
Government’s procedures in effect as of the date of execution of the Contract, determine, on
the basis of information available to him, the amount, if any, due the Contractor by reason of
the termination and shall pay to the Contractor the amounts determined by the Contracting
Officer, as follows, but without duplication of any amounts agreed upon in accordance with D
above:
1. With respect to all Contract work performed prior to the effective date of the Notice of
Termination, the total (without duplication of any items) of:
a. The cost of such work;
b. The cost of settling and paying claims arising out of the termination of
work under subcontracts or orders as provided in B 5. above, exclusive
of the amounts paid or payable on account of supplies or materials
delivered or services furnished by the subcontractor prior to the
effective date of the Notice of Termination of work under the Contract,
which amounts shall be included in the cost on account of which
payment is made under E1.a. above; and
c. A sum, as profit on E.1.a. above, determined by the Contracting
Officer to be fair and reasonable; provided however, that if it appears
that the Contractor would have sustained a loss on the entire Contract
had it been completed, no profit shall be included or allowed under this
subparagraph and an appropriate adjustment shall be made reducing
the amount of the settlement to reflect the indicated rate of loss; and
provided further that profit shall be allowed only on preparations made
and work done by the Contractor for the terminated portion of the
Contract but may not be allowed on the Contractor’s settlement
expenses. Anticipatory profits and consequential damages will not be
allowed. Any reasonable method may be used to arrive at a fair profit,
separately or as part of the whole settlement.
2. The reasonable cost of the preservation and protection of property incurred
pursuant to B.9; and any other reasonable cost incidental to termination of work
under the Contract including expense incidental to the determination of the
amount due to the Contractor as the result of the termination of work under the
Contract.
F. The total sum to be paid to me Contractor under E.1. above shall not exceed the total
Contract price as reduced by the amount of payments otherwise made and as further
Standard Contract Provisions - Page 10 of 24
reduced by the Contract price of work not terminated. Except for normal spoilage, and
except to the extent that the Government shall have otherwise expressly assumed the risk
of loss, there shall be excluded from the amounts payable to the Contractor under
E.1. above, the fair value, as determined by the Contracting Officer, of property which
is destroyed, lost, stolen or damaged so as to become undeliverable to the Government, or
to a buyer pursuant to B.7 above.
G. The Contractor shall have the right of appeal, under Article 7 herein, from any
determination made by the Contracting Officer under C. or E. above, except that, if the
Contractor has failed to submit his claim within the time provided in C above and has failed to
request extension of such time, he shall have no such right of appeal. In any case where the
Contracting Officer has made a determination of the amount due under C. or E. above, the
Government shall pay to the Contractor the following:
1. If there is no right of appeal hereunder or if no timely appeal has been taken, the
amount so determined by the Contracting Officer, or
2. If an appeal had been taken, the amount finally determined on such appeal.
H. In arriving at the amount due the Contractor under this Article there shall be deducted:
1. all unliquidated advance or other payments on account theretofore made to the
Contractor, applicable to the terminated portion of the Contract;
2. any claim which the Government may have against the Contractor in connection with
the Contract; and
3. the agreed price for, or the proceeds of sale of, any materials, supplies or other things
kept by the Contractor or sold, pursuant to the provisions of this Article and not
otherwise recovered by or credited to the Government.
I. If the termination hereunder be partial, prior to the settlement of the terminated portion of the
Contract, the Contractor may file with the Contracting Officer a request in writing for an
equitable adjustment of the price or prices specified in the Contract relating to the continued
portion of the Contract (the portion not terminated by the Notice of Termination), and such
equitable adjustment as may be agreed upon shall be made at such price or prices; however,
nothing contained herein shall limit the right of the Government and the Contractor to agree
upon the amount or amounts to be paid to the Contractor for the completion of the continued
portion of the Contract when said Contract does not contain an established Contract price for
such continued portion.
J. The Government may from time to time, under such terms and conditions as it may prescribe,
make partial payments against costs incurred by the Contractor in connection with the
terminated portion of the Contract whenever in the opinion of the Contracting Officer the
aggregate of such payments shall be within the amount to which the Contractor will be
entitled hereunder. If the total of such payments is in excess of the amount finally agreed or
determined to be due under this Article, such excess Shall be payable by the Contractor to
the Government upon demand, together with interest computed at the rate of 6 percent per
annum for the period from the date such excess is received by the Contractor to the date on
which such excess is repaid to the Government; provided however, that no interest shall be
charged with respect to any such excess payment attributable to a reduction in the
Contractor’s claim by reason of retention or other disposition of termination inventory until ten
days after the date of such retention or disposition, or such later date as determined by the
Contracting Officer by reason of the circumstances.
Standard Contract Provisions - Page 11 of 24
K. Unless otherwise provided in the Contract or by applicable statute, the Contractor, from the
effective date of termination and for a period of three years after final settlement under the
Contract, shall preserve and make available to the Government at all reasonable times at the
office of the Contractor, but without direct char ge to the Government, all his books, records,
documents and other evidence bearing on the co sts and expenses of the Contractor under
the Contract and relating to the work terminated hereunder, or, to the extent approved by the
Contracting Officer, photographs and other authentic reproductions thereof.
ARTICLE 7. DISPUTES
A. All disputes arising under or relating to this contract shall be resolved as provided herein.
B. Claims by a Contractor against the Government.
(1) Claim, as used in Section B of this clause, means a written assertion by the Contractor seeking,
as a matter of right, the payment of money in a sum certain, the adjustment or interpretation of contract
terms, or other relief arising under or relating to this contract. A claim arising under a contract, unlike a
claim relating to that contract, is a claim that can be resolved under a contract clause that provides for the
relief sought by the claimant.
(a) All claims by a Contractor against the Government arising under or relating to a contract shall be
in writing and shall be submitted to the Contracting Officer for a decision.
(b) Within 120 days after receipt of a claim, the Contracting Officer shall issue a decision, whenever
possible taking into account factors such as the size and complexity of the claim and the
adequacy of the information in support of the claim provided by the Contractor.
(c) Any failure by the Contracting Officer to issue a decision on a contract claim within the required
time period shall be deemed to be a denial of the claim and shall authorize the commencement of
an appeal on the claim as otherwise provided.
(d) (1) If a Contractor is unable to support any part of his or her claim and it is determined that the
inability is attributable to a material misrepresentation of fact or fraud on the part of the
Contractor, the Contractor shall be liable to the Government for an amount equal to the
unsupported part of the claim in addition to all costs to the Government attributable to the cost of
reviewing that part of the Contractor’s claim.
(2) Liability under this section shall be determined within 6 years of the commission of the
misrepresentation of fact or fraud.
(e) All cost data, pricing data, and task data of claims hereunder must be certified as accurate,
complete, required, and necessary to the best of the Contractor’s knowledge and belief. Further,
all task or work data in the claim must be described therein to the smallest unit of work or task.
The Contracting Officer may require any additional certifications, descriptions or explanations of
the claim.
(f) The parties agree that time is of the essence and all claims hereunder must be presented to the
Contracting Officer for a final decision within thirty (30) days of the occurrence of the
circumstances giving rise to such claim or within thirty (30) days of when the Contractor knew or
should have known of the circumstances giving rise to such claim, otherwise compensation for
that claim is waived.
(g) The parties agree that there shall be no claims for unabsorbed home office overhead.
(2) The Contractor’s claim shall contain at least the following:
(a) A description of the claim and the amount in dispute;
(b) Any data or other information in support of the claim;
(c) A brief description of the Contractor’s efforts to resolve the dispute prior to filing the claim; and
(d) The Contractor’s request for relief or other action by the Contracting Officer.
(e) The certification of the accuracy, completeness, requirement, and necessity of all aspects of the claim.
(3) The decision of the Contracting Officer shall be final and not subject to review unless an
administrative appeal or action for judicial review is timely commenced by the Contractor.
(4) Pending final decision of an appeal, action, or final settlement, a Contractor shall proceed
diligently with performance of the contract in accordance with the decision of the Contracting Officer.
C. Claims by the Government against a Contractor
Standard Contract Provisions - Page 12 of 24
(a) Claim as used in Section C of this clause, means a written demand or written assertion by the
Government, including the Contracting Officer, seeking, as a matter of right, the payment of money in a
sum certain, the adjustment of contract terms, or other relief arising under or relating to this contract. A
claim arising under a contract, unlike a claim relating to that contract, is a claim that can be resolved
under a contract clause that provides for the relief sought by the claimant. Nothing herein shall be
construed to require the Government to notify the Contractor prior to the issuance of the Contracting
Officer’s final decision.
(b) (1) All claims by the Government against a Contractor arising under or relating to a contract shall be
decided by the Contracting Officer, who shall issue a decision in writing and furnish a copy of the decision
to the Contractor.
(2) The decision shall be supported by reasons and shall inform the Contractor of his or her rights.
Specific findings of fact shall not be required.
(3) This clause shall not authorize the Contracting Officer to settle, compromise, pay, or otherwise adjust
any claim involving fraud.
(4) The decision of the Contracting Officer shall be final and not subject to review unless an administrative
appeal or action for judicial review is timely commenced by the Contractor.
(5) Pending final decision of an appeal, action, or final settlement, the Contractor shall proceed diligently
with performance of the contract in accordance with the decision of the Contracting Officer.
ARTICLE 8. PAYMENTS TO CONTRACTOR —Unless otherwise provided in the Contract, the
Government will pay the contract price or prices as hereinafter provided in accordance with Government
regulations.
The Government will make progress payments monthly as the work proceeds, or at more frequent
intervals as determined by the Contracting Officer, on estimates approved by the Contracting Officer.
The Contractor shall furnish a breakdown of the total Contract price showing the amount included
therein for each principal category of the work, in such detail as requested, to provide a basis for
determining progress payments. In the preparation of estimates the Contracting Officer, at his discretion,
may authorize material delivered on the site and preparatory work done to be taken into consideration.
Material delivered to the Contractor at locations other than the site may also be taken into consideration:
1. If such consideration is specifically authorized by the Contract;
2. If the Contractor furnishes satisfactory evidence that he has acquired title to such material, that it
meets Contract requirements and that it will be utilized on the work covered by the Contract; and
3. If the Contractor furnishes to the Contracting Officer an itemized list.
The Contracting Officer at his/her discretion shall cause to be withheld retention in an amount sufficient
to protect the interest of the Government. Unless otherwise agreed, the amount shall not exceed ten
percent (10%) of the partial payment. However, if the Contracting Officer, at any time after 50 percent of
the work has been completed, finds that satisfactory progress is being made, he may authorize any of
the remaining progress payments to be made in full or may retain from such remaining partial payments
less than 10 percent thereof. Also, whenever work is substantially complete, the Contracting Officer, if
he considers the amount retained to be in excess of the amount adequate for the protection of the
Government, at his discretion, may release to the Contractor all or a portion of such excess amount.
Furthermore, on completion and acceptance of each separate building, public work, or other division of
the Contract, on which the price is stated separately in the Contract, payment may be made therefore
without retention of a percentage, less authorized deductions.
All material and work covered by progress payments made shall thereupon become the sole property of
the Government, but this provision shall not be construed as relieving the Contractor from the sole
responsibility for all material and work upon which payments have been made or the restoration of any
damaged work, or as waiving the right of the Government to require the fulfillment of all of the terms of
the Contract.
Standard Contract Provisions - Page 13 of 24
Upon completion and acceptance of all work, the amount due the Contractor under the Contract shall be
paid upon presentation at a properly executed voucher and after the Contractor shall have furnished the
Government with a release, if required, of all claims against the Government arising by virtue of the
Contract, other than claims in stated amounts as may be specifically excepted by the Contractor from
the operation of the release.
ARTICLE 9. TRANSFER OR ASSIGNMENT —Unless otherwise provided by law, neither the Contract
nor any interest therein may be transferred or assigned by the Contractor to any other party without the
written consent of the Contracting Officer nor without the written acceptance by the surety on the
performance and payment bond securing the Contract of the assignee as the Contractor and the
principal on such bond; and any attempted transfer or assignment not authorized by this Article shall
constitute a breach of the Contract and the Government may for such cause terminate the right of the
Contractor to proceed in the same manner as provided in Article 5 herein, and the Contractor and his
sureties shall be liable to the Government for any excess cost occasioned the Government thereby.
ARTICLE 10. MATERIAL AND WORKMANSHIP
A. GENERAL —Unless otherwise specifically provided in the Contract, all equipment, material and
articles incorporated in the work covered by the Contract shall be new and of the most suitable
grade for the purpose intended. Unless otherwise specifically provided in the Contract, reference
to any equipment, material, article or patented process, by trade name, make or catalog number,
shall be regarded as establishing a standard of quality and shall not be construed as limiting
competition., and the Contractor may use any equipment, material, article or process which, in
the judgment of the Contracting Officer, is equivalent to that named unless otherwise specified.
The Contractor shall furnish to the Contracting Officer for his approval the name of the
manufacturer, the model number, and other identifying data and information respecting the
performance, capacity, nature and rating of the mechanical and other equipment which the
Contractor contemplates incorporating in the work. Machinery and equipment shall be in proper
condition. When required by the Contract or when called for by the Contracting Officer, the
Contractor shall furnish to the Contracting Office r for approval full information concerning the
material or articles which he contemplates incorporating in the work. When so directed, samples
shall be submitted for approval at the Contractor’s expense, with all shipping charges prepaid.
Machinery, equipment, material, and articles installed or used without required approval shall be
at the risk of subsequent rejection and subject to satisfactory replacement at Contractor’s
expense.
B. SURPLUS MATERIALS USE —Whenever specified in the Contract or authorized by the
Contracting Officer that materials become the property of the Contractor, which by
reference or otherwise shall include disposal of materials, it is understood that the
Contractor accepts such materials “as is” with no further expense or liability to the Government. If
such material specified in the Contract will have a potential or real interest of value, the
Contractor shall make allowance in the Contract to show such value.
C. GOVERNMENT MATERIAL —No materials furnished by the Government shall be applied to any
other use, public or private, than that for which they are issued to the Contractor. The full amount
of the cost to the Government of all materials furnished by the Government to the Contractor and
for which no charge is made, which are not accounted for by the Contractor to the satisfaction of
the Contracting Officer, will be charged against the Contractor and his sureties and may be
deducted from any monies due the Contractor, and this charge shall be in addition to and not in
lieu of any other liabilities of the Contractor whether civil or criminal. Materials furnished by the
Government for which a charge is made at a rate mentioned in the specifications will be delivered
to the Contractor upon proper requisitions therefore and will be charged to his account.
D. Plant —The Contractor shall at all times employ sufficient tools and equipment for prosecuting
the various classes of work to full completion in the manner and time required. The Contractor
shall at all times perform work in sufficient light and shall provide proper illumination, including
Standard Contract Provisions - Page 14 of 24
lighting required for night work as directed, as a Contract requirement. All equipment, tools,
formwork and staging used on the project shall be of sufficient size and in proper mechanical and
safe condition to meet work requirements, to produce satisfactory work quality and to prevent
injury to persons, the project or adjacent property. When methods and equipment are not
prescribed in the Contract, the Contractor is free to use tools, methods and equipment that he
satisfactorily demonstrates will accomplish the work in conformity with Contract requirements.
If the Contractor desires to use a method or type of tool or equipment other than specified in the
Contract, he shall request approval to do so; the request shall be in writing and shall include a full
description of proposed methods, tools and equipment and reason for the change or substitution.
Approval of substitutions and changed methods will be on condition that the Contractor will be
fully responsible for producing work meeting Contract requirements. If after trial use of the
substituted methods, tools and equipment, the Contracting Officer determines that work produced
does not meet Contract requirements, the Contractor shall complete remaining work with
specified methods, tools and equipment.
E. CAPABILITY OF WORKERS- All work under the Contract shall be performed in a skillful and
workmanlike manner. The Contracting Officer may require the Contractor to remove from the
work any such employees as the Contracting Officer deems incompetent, careless,
insubordinate, or otherwise objectionable, or whose continued employment on the work is
deemed by the Contracting Officer to be contrary to the public interest. Such request will be in
writing:
F. CONFORMITY OF WORK AND MATERIALS —All work performed and materials and products
furnished shall be in conformity, within indicated tolerances, with lines, grades, cross sections,
details, dimensions, material and construction requirements shown or intended by the drawings
arid specifications.
When materials, products or work cannot be corrected, written notice of rejection will be issued.
Rejected materials, products and work shall be eliminated from the project and acceptably
replaced at Contractor’s expense. The Contracting Officer’s failure to reject any portion of the
project shall not constitute implied acceptance nor in any way release the Contractor from
Contract requirements.
G. UNAUTHORIZED WORK AND MATERIALS —Work performed or materials ordered or
furnished for the project deviating from requirements and specifications without written authority,
will be considered unauthorized and at Contractor’s expense. The Government is not obligated to
pay for unauthorized work. Unauthorized work and materials may be ordered removed and
replaced at Contractor’s expense.
ARTICLE 11. INSPECTION AND ACCEPTANCE —Except as otherwise provided in the Contract,
inspection and test by the Government of material and workmanship required by the Contract shall be
made at reasonable times and at the site of the work, unless the Contracting Officer determines that such
inspection or test of material which is to be incorporated in the work shall be made at the place of
production, manufacture or shipment of such material. To the extent specified by the Contracting Officer
at the time of determining to make off-site inspection or test, such inspection or test shall be conclusive as
to whether the material involved conforms to Contract requirements. Such off-site inspection or test shall
not relieve the Contractor of responsibility for damage to or loss of the material prior to acceptance, nor in
any way affect the continuing rights of the Government after acceptance of the completed work under the
terms of the last paragraph of this Article, except as herein above provided.
The Contractor shall, without charge, replace any material and correct any workmanship found by the
Government not to conform to Contract requirements and specifications, unless in the public interest the
Government consents to accept such material or workmanship with an appropriate adjustment in Contract
price. The Contractor shall promptly segregate and remove rejected material from the premises at
Contractor’s expense.
Standard Contract Provisions - Page 15 of 24
If the Contractor does not promptly replace rejected material or correct rejected workmanship, the
Government:
1. May, by contract or otherwise, replace such material and correct such workmanship and
charge the cost thereof to the Contractor, or
2. May terminate the Contractor’s right to proceed in accordance with Article 5 herein.
The Contractor shall furnish promptly, without additional cost to the Government, all facilities,
labor and material reasonably needed for performing such safe and convenient inspection and
test as may be required by the Contracting Officer. All inspections and tests by the Government
shall be performed in such manner as not unnecessarily to delay the work. Special, full size, and
performance tests shall be performed as described in the Contract. The Contractor shall be
charged with any additional cost of inspection when material and workmanship are not ready for
inspection at the time specified by the Contractor.
Should it be considered necessary or advisable by the Contracting Officer at any time before
acceptance of the work, either in part or in its entirety, to make an examination of work
completed, by removing or tearing out same, the Contractor shall, on request, promptly furnish all
necessary facilities, labor and material to do same. If such work is found to be defective or
nonconforming in any material respect, due to the fault of the Contractor or his subcontractors, he
shall defray all the expenses of such examination an d of satisfactory reconstruction. If, however,
such work is found to meet the requirements of the Contract, an equitable adjustment shall be
made in the Contract price to compensate the Contractor for the additional services involved in
such examination and reconstruction and, if completion of the work has been delayed thereby, he
shall, in addition, be granted an equitable extension of time.
Unless otherwise provided in the Contract, acceptance by the Government will be made as
promptly as practicable after completion and inspection of all work required by the Contract.
Acceptance shall be final and conclusive except as regards to latent defects, deficiencies, non-
conforming work, fraud, or such gross mistakes as may amount to fraud, or as regards the
Government’s rights under any warranty or guaranty, or as otherwise provided herein.
ARTICLE 12. SUPERINTENDENCE BY CONTRACTOR —The Contractor shall give his personal
superintendence to the performance of the work or have a competent foreman or superintendent,
satisfactory to the Contracting Officer, on the work site at all times during progress, with authority to act
for him.
ARTICLE 13. PERMITS AND RESPONSIBILITIES —The Contractor shall, without expense to the
Government, be responsible for obtaining any necessary licenses, certificates and permits, and for
complying with any applicable Federal, State, and Municipal laws, codes and regulations, in connection
with the prosecution of the work. He shall be similarly responsible for all damages to persons or property
that occurs as a result of his fault or negligence. He shall take proper safe ty, health and environmental
precautions to protect the work, the workers, the public, and the property of others. He shall also be
responsible for all materials delivered and work performed until completion and acceptance of the entire
construction work, except for any completed unit of construction thereof which theretofore may have been
accepted.
ARTICLE 14. INDEMNIFICATION—
A. The Contractor shall indemnify and save harmless the Government and all of its officers, agents
and servants against any and all claims or liability arising from or based on, or as a consequence
or result of, any act, omission or default of the Contractor, his employees, or his subcontractors,
in the performance of, or in connection with, any work required, contemplated or performed under
the Contract.
Standard Contract Provisions - Page 16 of 24
B. Disputes between the Contractor and any subcontractors, material suppliers, or any other third
parties over payments allegedly owed by the Contra ctor to a third party shall be resolved
exclusively between the Contractor and the third party; the Contractor shall permit no pass-
through suits to be brought against the Government by a third party in the Contractor’s name.
However, nothing herein shall be construed to prevent the Contractor from paying a
subcontractor’s claim and seeking a timely equitable adjustment hereunder.
ARTICLE 15. PROTECTION AGAINST TRESPASS —Except as otherwise expressly provided in the
Contract, the Contractor is authorized to refuse admi ssion either to the premises or to the working space
covered by the Contract to any person whose admissi on is not specifically authorized in writing by the
Contracting Officer.
ARTICLE 16. CONDITIONS AFFECTING THE WORK
A. GENERAL —The Contractor shall be responsible for having taken steps reasonably
necessary to ascertain the nature and location of the work, and the general and local conditions
which can affect the work and the cost thereof. Any failure by the Contractor to do so will not
relieve him from responsibility for successfully performing the work as specified without additional
expense to the Government. The Government assumes no responsibility for any understanding or
representation concerning conditions made by any of its officers or agents prior to the execution of
the Contract, unless such understanding or representation by the Government is expressly stated
in the Contract.
B. WORK AND STORAGE SPACE —Available work and storage space designated by the
Government shall be developed as required by the Contract or restored at completion of the
project by the Contractor to a condition equivalent to that existing prior to construction. No payment
will be made for furnishing or restoration of any work and storage space. If no area is designated
or the area designated is not sufficient for the Contractor’s operations, he shall obtain necessary
space elsewhere at no expense or liability to the Government.
C. WORK ON SUNDAYS, LEGA L HOLIDAYS AND AT NIGHT —No work shall be done at any time
on Sundays or legal holidays or on any other day before 7 a.m. or after 7 p.m., except with the
written permission of the Contracting Officer and pursuant to the requirements of the Police
Requirements of the Government.
D. EXISTING FEATURES —Subsurface and topographic information including borings data, utilities
data and other physical data contained in the Contract or otherwise available, are not intended as
representations or warranties but are furnished as available information. The Government
assumes no expense or liability for the accuracy of, or interpretations made from, existing features.
The Contractor shall be responsible for reasonable consideration of existing features above and
below ground which may affect the project.
E. UTILITIES AND VAULTS —The Contractor shall take necessary measures to prevent interruption
of service or damage to existing utilities within or adjacent to the project. It shall be the Contractor’s
responsibility to determine exact locations of all utilities in the field.
For any underground utility or vault encountered, the Contractor shall immediately notify the
Contracting Officer and take necessary measures to protect the utility or vault and maintain the
service until relocation by owner is accomplished. No additional payment will be made for the
encountering of these obstructions.
In case of damage to utilities by the Contractor, either above or below ground, the Contractor shall
restore such utilities to a condition equivalent to that which existed prior to the damage by
repairing, rebuilding or otherwise restoring as may be directed, at the Contractor’s sole expense.
Standard Contract Provisions - Page 17 of 24
Damaged utilities shall be repaired by the Contractor or, when directed by the Contracting Officer,
the utility owner will make needed repairs at the Contractor’s expense.
No compensation, other than authorized time extensions, will be allowed the Contractor for
protective measures, work interruptions, changes in construction sequence, changes in methods of
handling excavation and drainage or changes in types of equipment used, made necessary by
existing utilities, imprecise utility or vault information or by others performing work within or
adjacent to the project.
F. SITE
MAINTENANCE—The Contractor shall maintain the project site in a neat and pres entable
manne
r throughout the course of all operations, and shall be responsible for such maintenan ce
until final accepta
nce by the Government. Trash containers shall be furnished, maintain ed and
emptied by the Co
ntractor to the satisfaction of the Contracting Officer. Excavated earthwork,
stripped forms and all other materials and debris not scheduled for reuse in the project shall be
promptly removed from the site.
The Contracti
ng Officer may order the Contractor to clean up the project site at any stage of work
at no
added expense to the Government If the Co ntractor fails to comply with this order, the
Contractin
g Officer may require the work to be done by others and the costs will be charged to the
Contracto
r.
Upon completion of all work and prior to final inspection, the Contractor shall clean up and remove
from the project area and adjacent areas all excess materials, equipment, temporary structures,
and refuse, and restore said areas to an acceptable condition.
G. PRIVATE
WORK—Except as specifically authorized by the Contracting Officer, the Contractor
shall not perform any private work abutting Government projects with any labor, materials, tools,
equipment, supplies or supervision scheduled for the Contract until all work under the Contract has
been
completed. Contract materials used for any unauthorized purpose shall be subtracted from
Contract amount.
H.
GOVERNMENT NOISE CONTROL ACT OF 1977 —The contractor shall be in strict compliance
with [D.C. Law 2-53, Government of Columbia Noise Control Act of 1977 and all provisions thereof.
Effective March 16, 1978. 24 D.C.
Register 5293.] (Or relevant local law)
ARTI
CLE 17. OTHER CONTRACTS —The Government may undertake or award other contracts for
additional work and the Contractor shall fully cooperate with such other contractors and Government
employees and carefully coordinate his own work with such additional work as may be directed by the
Contracting Officer. It is the duty of the Contractor to coordinate its activities with all third parties,
including, but not limited to utilities, who may affect the Contract work hereunder. The Contractor shall
not commit or permit any act which will interfere with the performance of work by any other contractor or
by Government employees. The Government assumes no liability, other than authorized time extensions,
for Contract delays and damages resulting from delays and lack of progress by others. The Contractor
shall make no claim against the Government for delay or damages resulting from the actions of third
parties, including, but limited to utilities.
ARTICLE 18. PATENT INDEMNITY—Except as otherwise provided, the Contractor agrees to indemnify
the Government and its officers, agents, and employees against liability, including costs and expenses,
for infringement upon any Letters Patent of the United States (except Letters Patent issued upon an
application which is now or may hereafter be, for reasons of national security, ordered by the Federal
Government to be kept classified or otherwise withheld from issue) arising out of the performance of the
Contract or out of the use or disposal, by or for the account of the Government, of supplies furnished or
construction work performed hereunder.
ARTICLE 19. ADDITIONAL BOND SECURITY —If any surety upon any bond furnished in connection
with the Contract becomes unacceptable to the Government, or if any such surety fails to furnish reports
Standard Contract Provisions - Page 18 of 24
as to his financial condition from time to time as requested by the Government, the Contractor shall
promptly furnish such additional security as may be required from time to time to protect the interests of
the Government and of persons supplying labor or materials in the prosecution of the work contemplated
by the Contract. Provided that upon the failure of the Contractor to furnish such additional security within
ten (10) days after written notice so to do, all payments under the Contract will be withheld until such
additional security is furnished.
ARTICLE 20. COVENANT AGAINST CONTINGENT FEES —The Contractor warrants that no person or
selling agency has been employed or retained to solicit or secure the Contract upon an agreement or
understanding for a commission, percentage, brokerage or contingent fee, excepting bona fide
employees or bona fide established commercial or selling agencies maintained by the Contractor for the
purpose of securing business. For breach or violation of this warranty, the Government shall have the
right to terminate the Contract without liability or in its discretion to deduct from the Contract price or
consideration, or otherwise recover, the full amount of such commission, percentage, brokerage or
contingent fee.
ARTICLE 21. APPOINTMENT OF ATTORNEY —The Contractor does hereby irrevocably designate and
appoint the Clerk of the Superior Court of the Govern ment and his successors in office as the true and
lawful attorney of the Contractor for the purpose of receiving service of all notices and processes issued
by any court in the Government, as well as service of all pleadings and other papers, in relation to any
action or legal proceeding arising out of or pertaining to the Contract or the work required or performed
hereunder.
The Contractor expressly agrees that the validity of any service upon the said Clerk as herein authorized
shall not be affected either by the fact that the Contractor was personally within the District of Columbia
and otherwise subject to personal service at the time of such service upon the said Clerk or by the fact
that the Contractor failed to receive a copy of such process, notice, pleading or other paper so served
upon the said Clerk, provided that said Clerk shall have deposited in the United States mail, certified and
postage prepaid, a copy of such process, notice, pleading or other papers addressed to the Contractor at
the address stated in the Contract.
ARTICLE 22. GRATUITIES AND GOVERNMENT EMPLOYEES NOT TO BENEFIT
A. If it is found by the Department that gratuities (in the form of entertainment, gifts, payment, offers
of employment or otherwise) were offered or given by the Contractor, or any agent or
representative of the Contractor, to any official, employee or agent of the District with a view
toward securing the Contract or any other contract or securing favorable treatment with respect to
the awarding or amending, or the making of any determinations with respect to the performance
of the Contract, the Department may, by written notice to the Contractor, terminate the right of the
Contractor to proceed under the Contract without liability and may pursue such other rights and
remedies provided by law and under the Contract.
B. In the event the Contract is terminated as provided above, the Department shall be entitled:
1. to pursue the same remedies against the Contractor as it could pursue in the event of a
breach of the Contract by the Contractor; and
2. as a penalty in addition to any other damages to which it may be entitled by law, to exemplary
damages in an amount (as determined by the Department) which shall be not less than ten
times the costs incurred by the Contractor in providing any such gratuities to any such officer
or employee.
C. Unless a determination is made as provided herein, no officer or employee of the Government will
be admitted to any share or part of this contract or to any benefit that may arise therefrom, and
any contract made by the Contracting Officer or any Government employee authorized to execute
contracts in which they or an employee of the Government will be personally interested shall be
Standard Contract Provisions - Page 19 of 24
void, and no payment shall be made thereon by the Government or any officer thereof, but this
provision shall not be construed to extend to this contract if made with a corporation for its
general benefit. A Government employee shall not be a party to a contract with the Government
and will not knowingly cause or allow a business concern or other organization owned or
substantially owned or controlled by the employee to be a party to such a contract, unless a
written determination has been made by the head of the procuring agency that there is a
compelling reason for contracting with the employee, such as when the Government’s needs
cannot reasonably otherwise be met. [DC Procurement Practices Act of l985, D.C. Law 6-85,
D.C. Official Code, section 2-310.01, and Chapter 18 of the DC Personnel Regulations] (Or
relevant local law). The Contractor represents and covenants that it presently has no interest and
shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with
the performance of its services hereunder. The Contractor further covenants not to employ any
person having such known interests in the performance of the contract.
ARTICLE 23. WAIVER —No Governmental waiver of any breach of any provision of the Contract shall
operate as a waiver of such provision or of the Contract or as a waiver of subsequent or other breaches
of the same or any other provision of the Contract; nor shall any action or non-action by the Contracting
Officer or by the Government be construed as a waiver of any provision of the Contract or of any breach
thereof unless the same has been expressly declared or recognized as a waiver by the Contracting
Officer or the Government in writing.
ARTICLE 24. BUY AMERICAN.
The Contractor shall comply with the provisions of the Buy American Act (41 U.S.C. § 10a), including, but
not limited to, the purchase of steel.
A. AGREEMENT— In accordance with the Buy American Act (41 USC l0a-l0d), and Executive Order
10582. December 17, 1954 (3 CFR, 1954-58 Comp., p. 230), as amended by Executive Order
11051, September 27,1962 (3 CFR, l059—63 Comp., p. 635), the Contractor agrees that only
domestic construction material will be used by the Contractor, subcontractors, material men and
suppliers in the performance of the Contract, except for non-domestic material listed in the
Contract.
B. DOMESTIC CONSTRUCTION MATERIAL —”Construction material” means any article, material
or supply brought to the construction site for incorporation in the building or work. An
unmanufactured construction material is a “domestic construction material” if it has been mined or
produced in the United States. A manufactured construction material is a “domestic construction
material” if it has been manufactured in the United States and if the cost of its components which
have been mined, produced, or manufactured in the United States exceeds 50 percent of the cost
of all its components. “Component” means any article, material, or supply directly incorporated in
a construction material. -
C. DOMESTIC COMPONENT —A component shall be considered to have been “mined, produced,
or manufactured in the United States” regardless of its source, in fact, if the article, material or
supply in which it is incorporated was manufactured in the United States and the component is of
a class or kind determined by the Government to be not mined, produced or manufactured in the
United States in sufficient and reasonably available commercial quantities and of a satisfactory
quality.
D. FOREIGN MATERIAL – When steel materials are used in a project a minimal use of foreign steel
is permitted. The cost of such materials cannot exceed on-tenth of one percent of the total
project cost, or $2,500,000, whichever is greater.
ARTICLE 25. TAXES
Standard Contract Provisions - Page 20 of 24
A. FEDERAL EXCISE —Materials, supplies and equipment are not subject to the Federal
Manufacturer’s Excise Tax, if they are furnished or used in connection with the Contract provided
that title to such materials, supplies and equipment passes to the Government under the
Contract. The Contractor shall in such cases furnish his subcontractors and suppliers with a
purchaser’s certificate in the form prescribed by the U.S. Internal Revenue Service.
B. SALES AND USE TAXES —Materials which are physically incorporated as a permanent part of
real property are not subject to Government Sales and Use Tax. The Contractor shall, when
purchasing such materials, furnish his suppliers with a Contractor’s Exempt Purchase Certificate
in the form prescribed in the Sales and Use Tax Regulations of the Government. Where the
Contractor, subcontractor or material man has already paid the Sales and Use Tax on material,
as prescribed above, the Sales and Use Tax Regulations of the Government permit the
Contractor, subcontractor or material man to deduct the sales or use tax on the purchase price of
the same on his next monthly return as an adjustment. However, the Contractor, subcontractor or
material man must satisfy the Chief Financial Officer for the Government that no sum in
reimbursement of such tax was included in the Contract or else that the Government has
received a credit under the Contract in an amount equal to such tax.
Government Sales and Use Tax shall be paid on any material and supplies, including equipment
rentals, which do not become a physical part of the finished project. [See Government of
Columbia Sales and Use Tax Administration Ruling No. 6] (Or relevant local law).
The Contractor, subcontractor, or material supplier shall provide proof of compliance with the
provisions of [D.C. Law 9-260] (Or relevant local law), as amended, codified in [D.C. Code46-103]
(Or relevant local law), Employer Contributions, prior to award.
The Contractor, subcontractor, or material supplier shall provide proof of compliance with the
applicable tax filing and licensing requirements set forth in [D.C. Code, Title 47, Taxation and
Fiscal Affairs] (Or relevant local law), prior to contract award.
ARTICLE 26. SUSPENSION OF WORK —The Contracting Officer may order the Contractor in writing to
suspend, delay or interrupt all or any part of the work for such period of time as he may determine to be
appropriate for the convenience of the Government.
If the performance of all or any part of the work is, for an unreasonable period of time, suspended,
delayed or interrupted by an act of the Contracting Officer in the administration of the Contract, or by his
failure to act within the time specified in the Contract (or if no time is specified, within a reasonable time),
an adjustment will be made for an increase in the cost of performance of the Contract (excluding profit)
necessarily caused by such unreasonable suspension, delay or interruption and the Contract modified in
writing accordingly. However, no adjustment will be made under this Article for any suspension, delay or
interruption to the extent:
1. That performance would have been so suspended, delayed or interrupted by any other
cause, including the fault or negligence of the contractor, or
2. For which an equitable adjustment is provided or excluded under any other provision of
the Contract.
No claim under this Article shall be allowed:
1. For any costs incurred more than 20 days before the Contractor shall have notified the
Contracting Officer in writing of the act or failure to act involved (but this requirement shall
no apply as to a claim resulting from a suspension order), and
Standard Contract Provisions - Page 21 of 24
2. Unless the claim, in an amount stated, is asserted in writing as soon as practicable after
the termination of such suspension, delay, or interruption, but not later than the date of
final payment under the Contract.
ARTICLE 27. SAFETY PROGRAM
A. GENERAL —In order to provide safety controls for the protection of the life and health of
Government and Contract employees and the general public; prevention of damage to property,
materials, supplies, and equipment; and for avoidance of work interruptions in the performance of
the Contract, the Contractor shall comply with all applicable Federal and local laws governing
safety, health and sanitation including the Safety Standards, Rules and Regulations issued by the
American National Standards, U. S. Department of Labor, U. S. Department of Health and
Human Services, [D.C. Minimum Wage and Industrial Safety Board] (Or relevant local law) and
the latest edition of “Manual of Uniform Traffic Control Devices” issued by the Federal Highway
Administration.
The Contractor shall also take or cause to be taken such additional safety measures as the
Contracting Officer may determine to be reasonably necessary.
The Contractor shall designate one person to be responsible for carrying out the Contractor’s
obligation under this Article.
The Contractor shall maintain an accurate record of all accidents resulting in death, injury,
occupational disease, and/or damage to property, materials, supplies, and equipment incident to
work performed under the Contract. Copies of these reports shall be furnished to the Contracting
Officer within two working days after occurrence.
The Contracting Officer will notify the Contractor of any noncompliance with the foregoing
provisions and the action to be taken. The Contractor shall, after receipt of such notice,
immediately take corrective action. Such notice, when delivered to the Contractor or his
representative at the site of the work, shall be deemed sufficient for the purpose. If the Contractor
fails or refuses to comply promptly, the Contracting Officer may issue an order stopping all or part
of the work until satisfactory corrective action has been taken. No part of the time lost due to any
such stop orders shall be made the subject of claim for extension of time or for excess costs or
damages by the Contractor.
This Article is applicable to all subcontractors used under the Contract and compliance with these
provisions by the subcontractors will be the responsibility of the Contractor.
(In Contracts involving work of short duration or of non-hazardous character, the following Section
B. will be deleted by Special Provision)
B. CONTRACTOR’S PROGRAM SUBMISSION —Prior to commencement of the work, the
Contractor shall:
1. Submit in writing to the Contracting Officer for his approval his program for complying with
this Article for accident prevention.
2. Meet with the Contracting Officer’s Safety Representative after submission of the above
program to develop a mutual understanding relative to the administration of the overall safety
program.
ARTICLE 28. RETENTION OF RECORDS—Unless otherwise provided in the Contract, or by applicable
statute, the Contractor, from the effective date of Contract completion and for a period of three years after
final settlement under the Contract, shall preserve and make available to the Government at all
Standard Contract Provisions - Page 22 of 24
reasonable times at the office of the Contractor but without direct charge to the Government, all his
books, records, documents, and other evidence bearing on the costs and expenses of the Contractor
under the Contract.
ARTICLE 29. RECOVERY OF DEBTS OWED THE GOVERNMENT---The Contractor hereby agrees
that the Government may use all or any portion of any payment, consideration or refund due the
Contractor under the Contract to satisfy, in whole or part, any debt due the Government.
ARTICLE 30. ADMINISTRATIVE LIQUIDATED DAMAGES---In addition to any other liquidated
damages provided for in the Contract, the Contractor hereby agrees that the Government may assess
administrative liquidated damages for the Contractor’s failure to submit when due any deliverable
required by the Contract. Unless otherwise prescribed by the Contracting Officer, the rate of the
administrative liquidated damages shall be $250 per day until the required deliverable is received and
accepted by the Government. The Government’s remedies for failure to comply with the Contract terms
and conditions are cumulative and not exclusive. Nothing herein shall be construed to limit the
Government’s ability to terminate the Contractor for the failure to submit Contract deliverables when due.
ARTICLE 31. ANTI-COMPETITIVE PRACTICES AND ANTI-KICKBACK PROVISIONS.
A. The Contractor recognizes the need for markets to operate competitively and shall observe and
shall comply with all applicable law, rules, and regulations prohibiting anti-competitive practices.
The Contractor shall not engage, directly or indirectly, in collusion or other anti-competitive
practices that reduces or eliminates competition or restrains trade. The Department shall report
to the appropriate authority any activity that evidences a violation of the antitrust laws, and take
such other further action to which it is entitled or obligated under the law.
B. The Contractor shall observe and comply with all applicable law, rules, and regulations prohibiting
kickbacks and, without limiting the foregoing, Contractor shall not (i) provide or attempt to provide
or offer to provide any kickback; (ii) solicit, accept, or attempt to accept any kickback; or (iii)
include, directly or indirectly, the amount of any kickback in the contract price charged by
Contractor or a Subcontractor of the Construction Manager to the Department. The Contractor
shall have in place and follow reasonable procedures designed to prevent and detect possible
violations described in this subparagraph in its own operations and direct business relationships.
The Department may take any recourse available to it under the law for violations of this anti-
kickback provision.
C. The Contractor represents and warrants that it did not, directly or indirectly, engage in any
collusive or other anti-competitive behavior in connection with the bid, negotiation or award of the
Contract. Further, the Contractor represents and warrants that it will not either directly or
indirectly, engage in any collusive or other anti-competitive behavior in connection with the
performance and administration of the Contract. In the event the Department determines that
there has been a violation of these provisions, it may terminate the contract without liability.
ARTICLE 32. NON-DISCRIMINATION IN EMPLOYMENT PROVISIONS.
A. The Contractor agrees to take affirmative action to ensure that applicants are employed, and that
employees are treated during employment, without regard to their race, color, religion, national
origin, sex, age, marital status, personal appearance, sexual orientation, family responsibilities,
matriculation, political affiliation, or physical handicap. The affirmative action shall include, but
not be limited to, the following:
1. Employment, upgrading, or transfer;
2. Recruitment or recruitment advertising;
3. Demotion, layoff, or termination;
Standard Contract Provisions - Page 23 of 24
4. Rates of pay, or other forms of compensation; and
5.
Selection for training and apprenticeship.
B. Unle
ss otherwise permitted by law and directed by the Department, the Contractor agrees to post
in con
spicuous places, available to employees and applicants for employment, notices to be
provide
d by the Department setting forth the provisions of this Section concerning non-
discrimination and affirmative action.
C. The Contractor shall, in all solicitations or advertisements for employees placed by or on behalf of
the Contractor, state that all qualified applican
ts will receive consideration for employment
pursuant to the non-discrim
ination requirements set forth in this Section.
D. The Co
ntractor agrees to send to each labor union or representative of workers with which it has
a colle
ctive bargaining agreement, or other contract or understanding, a notice to be provided by
the Dep
artment, advising each labor union or workers' representative of the Contractor's
commitments under thi
s Section, and shall post copies of the notice in conspicuous places
available to e
mployees and applicants for employment.
E. The Co
ntractor agrees to permit access by the Department to all books, records and accounts
pertaini
ng to its employment practices for purposes of investigation to ascertain compliance with
this Section,
and shall post copies of the notices in conspicuous places available to employees
and ap
plicants for employment.
F. The Co
ntractor shall include in every subcontract the equal opportunity clauses of this Section so
that such pro
visions shall be binding upon each Subcontractor or vendor.
G. The Co
ntractor shall take such action with respect to any Subcontractor as the Contracting
Officer may d
irect as a means of enforcing these provisions, including sanctions for non-
compliance.
ARTICLE 33. ETHICAL STANDARDS FOR DEPARTMENT’S EMPLOYEES AND FORMER
EMPLOYEES---The Department expects the Contractor to observe the highest ethical standards and to
comply with all applicable law, rules, and regulations governing ethical conduct or conflicts of interest.
Neither the Contractor, nor any person associated with the Contractor, shall provide (or seek
reimbursement for) any gift, gratuity, favor, entertainment, loan or other thing of value to any employee of
the District or the Department not in conformity with applicable law, rules or regulations. The Contractor
shall not engage the services of any person or persons in the employment of the Department or the
District for any Work required, contemplated or performed under the Contract. The Contractor may not
assign to any former Department or District employee or agent who has joined the Contractor's firm any
matter on which the former employee, while in the employ of the Department, had material or substantial
involvement in the matter. The Contractor may request a waiver to permit the assignment of such matters
to former Department personnel on a case-by-case basis. The Contractor shall include in every
subcontract a provision substantially similar to this section so that such provisions shall be binding upon
each Subcontractor or vendor.
ARTICLE 34. CONSTRUCTION. The Contract shall be construed fairly as to all parties and not in favor
of or against any party, regardless of which party prepared the Contract.
ARTICLE 35. SURVIVAL. All agreements warranties, and representations of the Contractor contained
in the Contract or in any certificate or document furnished pursuant to the Contract shall survive
termination or expiration of the Contract.
ARTICLE 36. REMEDIES CUMULATIVE. Unless specifically provided to the contrary in the Contract,
all remedies set forth in the Contract are cumulative and not exclusive of any other remedy the
Government may have, including, without limitation, at law or in equity. The Government’s rights and
Standard Contract Provisions - Page 24 of 24
remedies will be exercised at its sole discretion, and shall not be regarded as conferring any obligation on
the Government’s to exercise those rights or remedies for the benefit of the Contractor or any other
person or entity.
ARTICLE 37. ENTIRE AGREEMENT; MODIFICATION. The Contract supersedes all contemporaneous
or prior negotiations, representations, course of dealing, or agreements, either written or oral. No
modifications to the Contract shall be effective against the Department unless made in writing signed by
both the Department and the Contractor, unless otherwise expressly provided to the contrary in the
Contract. Nothing herein shall be construed to limit the Department’s right to issue unilateral modifications
to the contract.
ARTICLE 38. SEVERABILITY. In the event any one or more of the provisions contained in this
Contract shall for any reason be held to be invalid, illegal or unenforceable in any respect, such invalidity,
illegality or unenforceability shall not affect any other provision of this Contract, and in lieu of each such
invalid, illegal or unenforceable provision, there shall be added automatically as a part of this Contract a
provision as similar in terms to such invalid, illegal or unenforceable provision as may be possible and be
valid, legal and enforceable; each part of this Contract is intended to be severable.
ARTICLE 39. FORCE MAJEURE---If the Contractor, because of Force Majeure, is rendered wholly or
partly unable to perform its obligations when due under this Contract, the Contractor may be excused
from whatever performance is affected by the Force Majeure to the extent so affected. In order to be
excused from its performance obligations under this Contract by reason of Force Majeure, within 72 hours
of the occurrence or event, the Contractor must provide the Contracting Officer written notice of its
inability to perform as well as a description of the force majeure and its effect on Contract performance.
The Contracting Officer will have the right to cause the inspection of the work site to determine the validity
of the Contractor’s assertion of its inability to perform. If the Contracting Officer agrees that the
Contractor is wholly or partly unable to perform its obligations under the Contract a decision will be issued
indicating the extent to which the Contractor is excused from its performance obligations. In no event will
the Contractor be entitled to money damages from the Government due to force majeure.
5?@>5/@;2;8A9.5-5?@>5/@;21:1>-8&1>B5/1?
%181-?10"/@;.1>
&@-:0->0;:@>-/@#>;B5?5;:?
1:1>-8#>;B5?5;:?
>/45@1/@A>-8:35:11>5:3&1>B5/1?;:@>-/@
%'
!
'
"!&
K?056A20A
;46;22?L:2.;@A526 ;16C61B.96;16C61B.9@.;1<? 36?:612;A63621.@A52K?056A20A
;46;22?L6;A52=?2.:/92<3<;A?.0A 2E20BA21/F.;1/2AD22;A5 26@A?60A.;1A52?056A20A
;46;22?3<?A52&?<720A
K5.;42 %?12?L :2.;@ . 1<0B:2;A @64;21 /F A52 6@A?60A .;1 A52 ?056A20A
;46;22? A<
.BA5<?6G2.;.116A6<;1292A6<;<??2C6@6<;6;A52@2?C602@A52?056A20A
;46;22?M@0<@A<3<?A52
A6:2?2>B6?213<?A52=2?3<?:.;02<3.;F=.?A<3A52@2?C602@ B;12?A52<;A?.0A6@@B21<;<?
.3A2?A52
3320A6C2.A2<3A52<;A?.0A
K<;A?.0AL:2.;@A52D?6AA2;0<;A ?.0A3<?=?<32@@6<;.9@2?C602@ /2AD22;A526 @A?60A.;1A52
?056A20A
;46;22? 6;09B16;4 .99 2E56/6A@ )A.;1.?1 <;A?.0A & ?<C6@6<;@ .;1 .;F 1B9F
2E20BA21.:2;1:2;A@
K<;A?.0A6;4%33602?L:2.;@A526@A?60A<33606.9.BA5<?6G21A<2E20BA2.;1.1:6;6@A?.A2A52<;A?.0A
<;/25.93<3A526@A?60A
-6A56;
)A526?20A<?6@A525623<;A?.0A6;4%33602?
*526?20A<?:.F
:.8212924.A6<;@<3=?<0B?2:2;A.BA5<?6AFA<.116A6<;.90<;A?.0A6;4<33602?@D6A56;
)
K6@A?60AL:2.;@A526@A?60A<3<9B:/6.2=.?A:2;A<3
2;2?. 9)2?C602@A52K2=.?A:2;AL<?
K
)L.=.?AFA<A52<;A?.0A
K&?<720AL :2.;@ A52 6@A?60AM@ =?<720A 612;A63621 6; A52 <;A?.0A <3 D5605 ?056A20A
;46;22?@
@2?C602@B;12?A52<;A?.0A.@ .=.?AF
K)0<=2<3)2?C602@L:2.;@.;F.;1.99D<?81<;26;.;F.;1.99 =5.@2@<3A52&?<720A=B?@B.;A
A<.;1.@@2A3<?A5/FA52 2=.?A:2;A6;A52<;A?.0A
K.F<?.F@L99?232?2;02@A<1.F<?1.F@ 6;A52@2)A.;1.?1<;A?.0A&?<C6@6<;@D699/20<B;A21
/.@21<;0.92;1.?1.F@ ;<A/B@6;2@@1.F@
%'
!%
*52 <;A?.0A6;4%33602?@5.995.C2 . BA5<?6AFA< A.82 .;F.0A6<; =?<C 61213<? 52?26;<; /25.93<3
A52 6@A?60A 6;09B16;4 .==?<C.9 02?A6360.A6<;@ C<B052?@ .002=A.;02 .;1 05.;42@ D6A56; A52
)0<=2<3)2?C602@
*52 ?056A20A
;46;22?M@ =2?6<1<3 =2?3<?:.;02@5.99 0<::2;02<;A5 2 23320A6C2 1.A2 .@ .4?221
.;1 .@ @=20636216; A52 )0<=2<3 )2?C602@ <? 6; 2.05 A.@8 <?12?6@@B21 /F A 52 <;A?.0A6;4%33602?
.;1 2;1@<; A52 1.A2.99 ?2>B6?21@2?C 602@ .?2 @.A6@3.0A<?69F0<:=92A 21 6;.00<?1.;02D6A5A52
A2?:@<3A52<;A?.0A .;1 &?<720A 09<@2 <BA1<0B:2;A@ .;1.991296 C2?./92@ .?21296C2?21 A<A52
6@A?60A
99 @2?C602@ @5.99 /2 =?<@20BA21 B ;12? A52 16?20A6 <; <3 . =?6;06=.9 <33602? <? ?2@=<;@6/92
?2=?2@2;A.A6C2<3 A52 ?056A20A
;46;22?.==?<C21/F A52 <;A?.0A6 ;4%33602?
*52 12@64;<3
.?056A20AB?.9 06C69@A?B0AB?.9 :205.;60.9=9B:/6;42920A?60 .9<? <A52?2;46;22?6;432.AB?2@ <3
A52 &?<720A@5.99/2 .00<:=96@521 6;.00<?1.;02D6A5A52A2?:@ <3 A52<;A?.0A.;1?2C62D21.;1
02?A636216;.00<?1.;02D6A5.==960./926@A?60A<3<9B:/6.?24B9.A6<;@/F .?056A20A@<? 2;46;22?@
?246@A2?21 A< =?.0A6026; A52 6@A?60A<3 <9B:/6. 6; A52 =.?A60B9.? =?< 32@@6<;.9362916;C<9C21
*52 ?056A20A
;46;22? @5.993B?;6@5 @B336062;AA205;60.9@B=2?C6@<?F .;1.1:6;6@A?.A6C2 =2?@<;;29
A< 2;@B?2 A52 2336062;A =?<@20BA6<; <3 A52 @2?C602@ 6; .00<?1.;02 D 6A5 A52 .==?<C21 &?<720A
)0521B92
*52?056A20A
;46;22?.4?22@A5.A 1B9F .BA5<?6G21?2=?2@2;A.A6C 2@ <3 A52 6@A?60A@5.99 5.C2
.002@@.A.99?2.@<;./92A6:2@A<6;@=20A.;1:.82 0<=62@<3 .99 ; <A2@12@64;@1?.D6;4@
@=206360.A6<;@<? <A52? A205;60.9<? ;<; A205;60.91.A. 6;09B16;4 /BA ;<A96:6A21A<=.F?<99<3
0<:=.;F=2?@<;;29 =2?A.6;6;4A< A52 @2?C602@=2?3<?:21 B;12?A52 < ;A?.0A
*52 @A.;1.?1 <3 0.?2
* 52 ?056A20A
;46;22? 6A@ 0<;@B9A.;A@ . ;1 @B/0<;A?.0A<?@ @5.99
=2?3<?:A52@2?C602@0<;@6@A2;A D6A5A52=?<32@@6<;.9@8699.;1 0.?2<?16;.?69F=?<C6121 /F
:2:/2?@<3A52@.:2=?<32@@6<;0B??2;A9F=?.0A606;4B;12?@6:69 .?<?@.:206?0B:@A.;02@ 6;
A52@.:2<?@6:69.? 9<0.96AF<3A52&?<720A
*52@A.;1.?1<30.? 2@5.99;<A/2.9A2?21/FA52
.==960.A6<;6;A2?=?2A .A6<;<?0<;@A?B0A6 <;<3A56@<?.;F<A5 2?=?<C6@6<;<3 A52@2)A.;1.?1
<;A?.0A&?<C6@6<;@<?A52<;A?.0A
%'
#%"%&&&( &!%#"%'&
1:1>-88D ;.116A6<;A<A52?2>B6?2:2;A@@2A3<?A56;A52)0<=2 <3)2?C602@ .;1A52 ?2>B6?2:2;A@
@2A 3<?A5 29@2D52?26; A52 <;A?.0AA52 ?056A20A
;46;22?@5.993B?;6@5=?<4?2@@ ?2=<?A@:<;A59F
/6D2289F .;1 D6A5 2.05 =.F:2;A ?2>B2@A 12@0?6/6;4 .00<:=96@5:2;A@ 1206@6<;@ .;1 <C2?.99
=?<4?2@@ :.12 1B?6;4A52 =2?6<1 0<C2?21/F A52 ?2=<?A.;1 6;09B16;4A5 2 :<@A?202;A &?<720A
)0521B92.;1.@ @2A3<?A56;:<?212A.696;A56@ ?A6092
;:@48D %1<;>@? *52 ?056A20A
;46;22? @5.99 =?<C6 12 D?6AA2; ?2=<?A@ A< A52 6@A?60A .A .
:6;6:B: <; . :<;A59F /.@6@ <; A52 =?<4?2@@ <3 A52 &?<720A 6;09B16;4 / BA ;<A 96:6A21 A< .
/.@296;2 @0521B92.;1@0521B92B=1.A2@ D6A5 ;.??.A6C212:<;@A?.A6; 4A52 0?6A60.9=.A5<3A52
@2?C602@6; &?6:.C2?.3<?:.A6; A52 9.A2@A .C.69./92C2?@6<;<? .@ 12 @64;.A21/F A52 <;A?.0A6;4
%33602?
*52 :<;A59F D?6AA2;?2=<?A@@5.99.9@<6;09B12 .A. :6;6:B:A52@2?C602@ .00<:=96@521
=?</92:@2;0<B;A2?210<@AB=1.A2@ . ; 20<;<:60 6;09B@6<;?2=<?A 0.@539<D B=1.A2@>B.96AF
.@@B?.;02?2=<?A@.;1<A52?@6:69.??292C.;A1.A..@ A52 6@A?60A:.F?2.@<;./9F ?2>B6?2
5C1178D(<0-@1? *52 ?056A20A
;46;22?@5.99 .9@< =?<C612 D?6AA2; B=1.A2?2=<?A@A< A52 6@A?60A
<; . /6D2289F/.@6@ D5605 @5.99?239 20A .0AB.90<;16A6<;@<3&?<720 A=?<4?2@@.@<3A521.A2 <3A52
B=1.A2
*52B=1.A2@5.99?23920A A52.0AB.9 =?<4?2@@<3 12@64;@< ? 0<;@A?B0A6<;.@ A520.@2 :.F
/2 612;A63F 12C29<=6;4 129.F@ ?24.?192@@<3A526?0.B@2 .;1 ?23920 AA52?056A20A
;46;22?@/2@A
=?<720A6<; <3 A52 .0AB.9 1.A2/F D5605 )B/@A.;A6.9 <:=92A6<;.;1
6;.9 <:=92A6<;<3A52&?<720A
D699 /2 .0562C21
,6. . ;.??.A6C2 @A.A2:2;A ;<A :2?29F . 0?6A60.9 =.A5 :2A5<1 @0521B92 A52
?056A20A
;46;22? @5.99 612;A63FA520.B@2@<3.;F=<A2;A6.9129.F.;1 @A.A2D5.A6;A52?056A20A
;46;22?M@ 7B14:2;A:B@A/21<;2A<.C<61<??21B02 A5.A129.F
*52 ?056A20A
;46;22? @5.99
=<6;A <BA 6; 6A@ ;.??.A6C205.;42@A5.A5.C2<00B??21@6;02A529.@A B=1.A2 6;09B16;4A5<@2?29.A21
A< :.7<? 05.;42@ 6; A52 )0<=2 <3 )2?C602@ .0A6C6A62@ :<163621 @6;0 2 A52 9.@A B=1.A2 ?2C6@21
=?<720A6<;@<3 1B?.A6<;@=?<4?2@@.;1 0<:=92A6<;?2C6@6<;@A< A52 @0521B929<460<? .@@B:=A6<;@
.;1<A52??292C.;A05.;42@
;F @64;6360.;AC.?6.;02 3?<: A52 =?2C6< B@ @0521B92<? B=1.A2@5.99
.9@</2612;A63621 6; . ;.??.A6C2 A<42A52?D6A5 A52 ?2.@<;@3<? A52 C.?6.;02 .;1 6A@ 6:=.0A<; &?<720A
0<:=92A6<;
99 @0521B92B=1.A2@ @5.9 9 /26; A52 9.A2@A C2?@6<;<3&?6:.C2?.3<?:.A.;1 ?2.@<;./9F
.002=A./92 A< A52 6@A?60A
*52 6@A?60A :.F :.82 ?2.@<;./92 ?2>B2 @A@ 1B?6;4 A52 &?<720A 3<?
05.;42@ A< A523<?:.A<?3<?3B?A52?2E=9.;.A6<; <3 6;3<?:.A6<;=?< C6121
)B/:6@@6<;<3B=1.A2@
@5<D6;4A5.A)B/@A.;A6.9<:=92A6<;<?
6;.9 <:=92A6<;<3A52 &? <720A D699 /2 .0562C219.A2? A5.;
A52.==960./92 @0521B9210<:=92A6<; 1.A2 @5.99 ;<A0<;@A6ABA2?2>B2 @A@3<? 2EA2;@6<;<3 A6:2 .;1
@5.99 ;<A<=2?.A2 A< 05.;42 A52 @0521B921 0<:=92A6<;1.A2
*526@A?6 0AM@?2026=A<3.;19.08<3
</720A6<;A<.;F@0521B92 B=1.A2@5 <D6;4 )B/@A.;A6.9 <:=92A6<;< ?
6;.9<:=92A6<; 9.A2? A5.;
A52 1.A2@ .4?221 B=<; @5.99 ;<A /2 ?24.?121 .@ A52 6@A?60AM@ .4?22:2; A A5.A A52 ?056A20A
;46;22?:.F 5.C2.;2EA2;@6<;<3A 6:2 <? .@ . D.6C2? <3 .;F <3 A52 6@A ?60AM@?645A@/BA:2?29F
.@ A52 ?056A20A
;46;22?M@ ?2=?2@ 2;A.A6<; A5.A 6; A52 ?056A20A
;46;22?@ /2@A =?<720A6<;
)B/@A.;A6.9 <:=92A6<;<?
6;.9<: =92A6<; <3A52&?<720A :.F;<A/ 20<:=92A21/FA52.4?221
B=<; 1.A2
5.;42@A< A52 @0521B9210<: =92A6<; 1.A2@:.F/2 :.12<;9 F6; A5206?0B:@A.;02@
.;1<;9F/FA52:2A5<1@@2A3<?A5 6;A52<;A?.0A
;:05@5;:#>1/101:@@;#-D91:@ 99 =.F:2;A@ A< ?056A20A
;46;22? .?2 0<;A6;42;A B=<;
@.A6@3.0A<?F=2?3<?:.;02<3A52 A2 ?:@.;10<;16A6<;@ @2A3<?A56; A52 <;A?.0A .@ 12A2?:6;21/F
A52 <;A?.0A6;4%33602?
(2>B6@6A6 <;@3<? =.F:2;A@5.99/2 .00<:=.; 621/F . &?<720A&?<4?2@@
(2=<?AD5605 @5.99 6;09B12A52 6;3<? :.A6<;@2A 3<?A5 6; A56@ ?A6092 .;1. @A.A2:2;A6;160.A6;4
A52=2?02;A.42 <30<:=92A6<;<3.99?2>B6?21@2?C602@ 3<?A52&?<720A
%'
%&#"!&
',"'%
''!
!%
$A-85@D *52 ?056A20A
;46;22? @5.99 /2 ?2 @=<;@6/92 3<? A52 =?<32@@6<;.9 >B .96AF A205;60.9
.00B?.0F .;1 A52 0<<?16;.A6<;<3 .99 12@64;@ 1?.D6;4 @=206360.A6<;@.;1 <A52?@2?C602@ 3B?;6@521
*52 ?056A20A
;46;22? @5.99 D6A 5<BA .116A6<;.9 0<:=2;@.A6<; 0<?? 20A <? ?2C6@2 .;F 2??<?@ <?
1236062;062@ 6; 6A@12@64;@ 1?.D6;4@@=206360.A6<;.;1<A52?@2?C602@
&/;<1;2&1>B5/1? *52 ?056A20A
;46;22?@5.99 .00<:=96@5A52 12@64;@2?C602@ ?2>B6?2 1=B?@B.;A
A< A52 )0<=2 <3 )2?C602@ <? B;12?2.05 A.@8<?12?
*52 @2?C602@.@@2A 3<?A56;A52<;A?.0A @5.99
6;09B12 /BA .?2 ;<A 96:6A21 A< A52 @2? C602@ ?2>B6?21 A< 2;./92 A52 6@A? 60A A< .D.?1 A52 ?29.A21
0<;@A?B0A6<;0<;A?.0A =B?@B.;AA< @ A.;1.?1 6@A?60A=?<021B?2@3< ?A520<;@A?B0A6<;<3A523.0696A62@
12@64;21.A. =?602A5.A1<2@;<A 2 E0221A522@A6:.A21 0<;@A?B0A6< ;0<;A?.0A=?602 @2A 3<?A56;A52
<;A?.0A
3 /61@ <? =?<=<@.9@.?2 ;<A @<9606A21D6A56;
1.F@3<99<D6;4 A526 @A?60AM@.002=A.;02<3 A52
@2?C602@ A< /2 =?<C6121 B;12? A52 )0<=2 <3 )2?C602@ <? A.@8<?12?A52? 056A20A
;46;22?@5.99
=?2=.?2.;2@A6:.A2 <30<;@A?B0A6 ;4A5212@64; @B/:6AA21.;1@B05 2@A6:.A2D699/2B@216;962B
<3/61@<? =?<=<@.9@A< 12A2?:6;20 <:=96.;02D6A5 A523B;16;496:6A.A6<;
3 A52 /61@ <? =?<=<@.9@3<?A52 0<;@A?B0A6<;0<;A?.0A?2026C212E02 21@B052@A6:.A21=?602 A52
?056A20A
;46;22?@5.99=2?3<?: @B05?212@64;.;1<A52? @2?C602@ .@ .?2 ;202@@.?FA< =2?:6A
0<;A?.0A.D.?1D6A56;@B053B;16 ;496:6A.A6<;
)B05?212@64; @2? C602@ @5.99 /2 =2?3<?:21.A ;<
6;0?2.@26;A52 =?602 <3 A52<;A?.0A
<D2C2?A52?056A20A
;46; 22? @5.99 ;<A/2 ?2>B6?21 A<
=2?3<?: @B05.116A6<;.9 @2?C602@.A;<0<@A A<A526@A?60A63A52 B;3.C<?./92/61@<? =?<=<@.9@
.?2 A52 ?2@B9A@<3 B;3<?2@22./920.B@2@ /2F<;1A52 0<;A?<9 .;1D6A5<B AA523.B9A.;1;249642;02
<3A52?056A20A
;46;22?
1?53:5:3@;A031@ *52 ?056A20A
;46;22?@5.99=?<:=A 9F.1C6@2A52<;A?.0A6;4%33 602?63 A52
?056A20A
;46;22?36;1@A5.AA52 &?<720A12@64; D6992E0221 <? 6@ 96829F A< 2E0221A52 3B;16;4 96:6A.A6<;@
.;1A52 ?056A20A
;46;22?6@ B;./92A<12@64;. B@./923.0696AFD6A56;A52@2 96:6A.A6<;@
+=<;?2026=A
<3@B056;3<?:.A6<; A52 <;A?.0A6;4%33602?D699 ?2C62D A52 ?056A2 0A
;46;22?M@?2C6@212@A6:.A2<3
0<;@A?B0A6<;0<@A
*52 <;A?.0A6; 4 %33602? :.F 63 52 12A2?:6;2@ A5.A A5 2 2@A6:.A210<;@A?B0A6<;
0<;A?.0A =?602 @2A 3<?A5 6; A52 )0<=2 <3 )2?C602@ <? A.@8<?12?6@ @< 9<DA 5.A.D.?1<3. 0<;@A?B0A6<;
0<;A?.0A ;<A6;2E02@@<3@B052@A6:.A26@6:=?</./92.BA5<?6G2 . 05.;426; A52 @0<=2>B.96AF <?AF=2
<3 :.A2?6.9@<?/<A5 .@ ?2>B6?21A< ?21B02A522@A6:.A210<;@A?B0 A6<; 0<@AA< .; .:<B;A D6A56;A52
2@A6:.A21 0<;@A?B0A6<; 0<;A?.0A =?602 @2A 3<?A5 29@2D52?2 6; A52 <;A ?.0A <? 52 :.F .17B@A @B05
2@A6:.A210<;@A?B0A6<;0<;A?.0A=?602
#>;61/@ -:-3191:@ -:0
:?<1/@5;: :@5@D ; A52 2C2;A A52 <;A?.0A ?2>B6?2@ A52 ?056A20A
;46;22?A<=?<C6120<;@A?B0A6<; =2?6<1@2?C602@A52 ?056A20A
;46;22?@5.99.9@<.A6;A2?C.9@<3 ;<
92@@ A5.; <;02 =2? D228 <?.@@2A3<?A 56;A52)0<=2<3)2?C602@/2 ?2@=<;@6/923<?
$%$% %
$#'% $%#&% ; ?056A20A
;46;22? ?2=?2@2;A.A6C2 D5< 6@
8;<D92142./92 <3 A52 &?<720A .;1 0<: =2A2;A 6; 2.05 16@06=96;2 A5.A 5.@ A?.12 .0A6C6A62@ .;1
@A.42@ <3 0<;@A?B0A6<; /26;4 =2?3<?:21@5.99C6@6AA52@6A2.AA52.4?221 A<6;A2?C.9@A<</@2?C2.@
.; 2E=2?62;021 .;1 >B.963621 12@64; =?<32@@6<;.9A52 =?<4?2@@.;1>B.96AF<3A52C.?6<B@ .@=20A@
<3 A52 0<;A?.0A<?M@ D<?8
.@21 <; 6 ;3<?:.A6<; </A.6;21 1B?6;4 @B05 C 6@6A@ .;1 <; @B05
</@2?C.A6<;@ A52 ?056A20A
;46; 22? @5.99 2;12.C<? A< 12A2?:6;2 D52A52? @B05 D<?8 6@
=?<02216;4 6; .00<?1.;02D6A5 A52 <;A ?.0A <0B:2;A@.;1@5.99822= A 52 6@A?60A 6;3<?:21<3
A52 42;2?.9=?<4?2@@<3 A52 D<?8 6;?29.A6<;A<A52<C2?.99@0521B92
*52 ?056A20A
;46;22? @5.99
1<0B:2;AA52 @6A2C6@6A 6; D?6A6;4 .;1 @5.99 @B/:6A 56@36;16;4@6; .00 <?1.;02 D6A5 A52 ?2=<?A
?2>B6?2:2;A@@2A 3<?A5 6; ?A6092 52?26;
$!% $ #
# #$$( % #%% #B?6;4 56@ =2?6<160C6@6A@ A< A52 @6A2
A<</@2?C2A52D<?8 6;=?<4?2@@ A52?056A20A
;46;22?@5.99. @ . :6;6:B:@=<A 05208A52
D<?86;@A.9921.;16; =?<4?2@@A< 12A2?:6;20<:=96.;02D6A5 A52 ?2> B6?2:2;A@ <3 A52 <;A?.0A
<0B:2;A@ .;1 A52 0<12@.;1 6;@A.99.A6<;
D<?8:.;@56= @A.;1.?1@ 96@A21 A52?26;
2320A6C2 .;1
;<;0<:=96.;A D<?8</@2?C211B?6;4@B05C6@6A@@5.99/2;<A216;A52 ?056A20A
;46;22?M@?2=<?A@
.;1=<6;A21<BA A< A52 <;A?.0A6;4 % 33602? .;1&?<4?.:#.;.42?
*52 ? 056A20A
;46;22?@5.99
612;A63F3<?A52&?<720A#.;.42? .;F @=20636005208@<? 6;@=20A6< ;@ A< /2 :.12
*52 ?2@B9A@<3
A52@2 6;@=20A6<;@@5.99 /2 :.12 . =.?A<3 A52 &?<720AM@1.69F 9<4 .;1 ?2= <?A@
*52 ?056A20A
;46;22? @5.991<0B:2;A A526;@=20A6<; 6;D?6A6;4
&!!
%
$!% $ $%$
<?D<?8;<A6; 0<:=96.;02D6A5 A52 <;A?.0A <0B:2;A@
A52?056A20A
;46;22?@5.99D6A5 A52 6@A?60AM@.==?<C.9?2>B6 ?2 .116A6<;.9<? @B==92:2;A.9
6;@=20A6<; <? A2@A6;4
*52 ?056A20A
;46;22? @5.99 ?2026C2 .;1 ?2C6 2D .99 02?A6360.A2@ <3
6;@=20A6<;@A2@A@ .;1.==?<C.9@?2>B6?21/F 9.D@ ?B92@?24B9.A6<;@ <?16;.;02@0<12@<?12?@
<? A52 <;A?.0A<0B:2;A@.;1 @5.9912A2?:6;2D52A52?6;6A@ <=6;6<;.@.;?056A20A
;46;22?
A526? 0<;A2;A 0<:=962@ D6A5 A52 ? 2>B6?2:2;A@ <3 2.05
*52 ?056A20A
;46;22? @5.99 .9@<
12A2?:6;2D52A52?A52?2@B9A@02?A 636216;160.A2 0<:=96.;02 D6A5 A52<;A?.0A<0B:2;A@
*52
?056A20A
;46;22? @5.991<0B:2;A A52 6;@=20A6<;6; D?6A6;4
%' #
B?6;46A@ @6A2 C6@6A@ .;1 /.@21<; 6A@ </@2?C.A6<; 1B?6;4 @B05C6@6A@A52 ?056A20A
;46;22? :.F 16@.==?<C2 A52 0<;A?.0A<?M@ D<?8 <? .;F =<?A6<; A52?2<3 D5692 A52 D<?8 6@ 6;
=?<4?2@@ 63 ?056A20A
;46;22? /2962C2@ A5.A @B05 D<?8 1<2@ ;<A 0< ;3<?: A< A52 <;A?.0A
<0B:2;A@<?A52 .==?<C21@5<=1?.D6;4@ <? <A52?@B/:6AA.9@
*52 ? 056A20A
;46;22? :.F.9@<
?20<::2;1 A5.AA52 6@A?60A ?2720A.;F D<?8A5.AA52?056A20A
;46;22?/2962C2@ D699;<A?2@B9A6;
. 0<:=92A21&?<720AA 5.A0<;3<?:@42;2?.99FA <A52<;A?.0A<0B :2;A@<? A5.A6A/2962C2@D699
=?27B1602 A52 6;A24?6AF <3 A52 12@64; .@ ?23920A21 6; A52 <;A?.0A <0B:2;A@
*52 ?056A20A
;46;22? @5.99 1<0B:2;A A52 12320A6C2D<?86; D?6A6;4
;01-:0%13A8-@;>D;9<85-:/1 *52 ?056A20A
;46;22?6@ ?2@=<;@ 6/923<? 12@64;6;4A52 =?<720A
.;1 .1:6;6@A2?6;4 A52 0<;@A?B0A6<; =5.@2 <3 A52 &?<720A 6; .00<?1.;02 D6A5 .==960./92 6@A?60A <3
<9B:/6.<12@.;1 <A52? ?24B9.A<?F ?2>B6?2:2;A@.==960./92A< A52 &?<720A
$<A56;4 0<;A.6;2152?26;
@5.99/20<;@A?B21.@ ?2962C6;4 A52?056A20A
;46;22? .;F<A52?=?<32@@6<;.912@64; 0<;@B9A.;A<?.;F
0<;A?.0A<?@B==962?<?<A52? =.? A606=.;A 3?<:.;F=?<32@@6<;.9< ? 924.9 ?2@=<;@6/696AF3<?=2?3<?:.;02
(2C62D@0<::2;A@.;1 .==?<C.9@ /FA52 2=.?A:2;A<3
2;2?.9 )2?C602 @ .;16A@ 16C6@6<;@ <? .;F
2:=9<F22<? <33606.9 <3A526@A?60A6;;<D.F./@<9C2.;F<A52? =2?@<;36?:<? 0<?=<?.A6<;6;C<9C216;
A52&?<720A3?<:A526? 3B99 ?2@=<;@6/696A62@ B;12?A52 .==960./929 .D@0<12@.;1=?<32 @@6<;.9=?.0A602
.@ ?2>B6?216;=?<720A@3<?A526@A?60A<3 <9B:/6.
".08<30<::2;A/F. 6@A?60A<3<9B:/6. ?2C62D2?
1<2@ ;<A ?2962C2 A52 ?056A20A
;46;22? 3?<: 12@64;6;4 A< :22A A52 .==960./92 0<12 <? ?056A20A
;46;22? #.;B.9 ?2>B6?2:2;A@ <? .==960./92 ?24B9.A6<;@ ?29.A21 A< D.A 2? @2D2? 36?2 12=.?A:2;A
@2?C602.;1<A52? BA696A62@
%
$%$ 3A520<??20A6<;<3. 0<12<? ?24B9.A<?FC6<9.A6<;?2@B9A@6;. 5.;42 %?12?
1B?6;4 0<;@A?B0A6<; .;F .116A6<;.90< @A@6;0B??21 @5.99/2 /<?;2/F A52 =.?AF ?2@=<;@6/923<?
A52 C6<9.A6<;
*52 6@A?60A@5.99 /2.?<;9FA52 0<@A@.AA?6/BA./92 A < A52 .0AB.9 0<12<??24B9.A6<;
?2>B6?21 2;5.;02:2;A<3A52&?<720A
%#!#%% 3 A52?056A20A
;46;22?/2962C2@A5.A . 0<12 <? . ?24B9.A6<;6@ B;09 2.?.@
A< :2.;6;4 A52 ?056A20A
;46;22? @5.99 ?2>B2@A . D?6AA2; <=6;6<; .@ A< A52 .==960./92
6;A2?=?2A.A6<; 3?<: A52 .==960./92 ?24B9.A<?F .42;0F .@ .==?<=?6.A2
*52 ?056A20A
;46;22?
@5.99/2 2;A6A921 A< ?29F<; A52 D?6 AA2; <=6;6<;63.;F ?2026C213?<:@B05.42;0F
?A58@>-C5:3? A0<:=92A6<;<3A52&?<720AA52?056A20A
;46;22? @5.99=?2=.?2. 3B99@2A <3
?20<?11?.D6;4@ @5<D6;4A52 .@ /B69A0<;16A6<; <3 A52 &?<720A.;1 6 ;09B16;4A529<0.A6<;@<3.99
BA696A62@ /.@21<;56@ <D;?20<?1@ .;1 B=<; 6;3<?:.A6<;@B==9621 /F A5 2 <;@A?B0A6<;#.;.42?
<;A?.0A<? <? 2@64; B6912? .@ .==960./92 <; D5605 A52 ?056A20 A
;46;22? :.F ?29F
*52@2
1?.D6;4@D699 0<;@6@A<3A52 <?64 6;.9D<?86;41?.D 6;4@ .;1 A52 <?646 ;.9<3 @B==92:2;A.91?.D6;4@
.;1 12A.69@ :<163621 A<@5<D A52.@ /B69A0<;16A6<;@/<A56;=.=2? A?.06;4@.;12920A?<;60 :216.
@ /B69A 1?.D6;4@ @5.99 /2 AB?;21 <C2? A< A52 6@A?60A .@ . 0<;16A6<; =?20212;A A< )B/@A.;A6.9
<:=92A6<;36;.9 =.F:2;A<3A52?056A20A
;46;22?@ 322@ @5.99 ;< A/2 1B2B;A69A52/B6916;46@
.002=A21/FA52 6@A?60AA5236 ;.9==960.A6<;3<?&.F:2;A6@: .126;.002=A./92 3<?:A<.;1
.002=A21/FA52 6@A?60A.;1 ?20<?11?.D6;4@.;1.@ /B69A1?.D6;4@6;A523<?:<3=.=2?A?.06;4@
.;1 2920A?<;60 :216. 6; A52 3<?: <3 <:=.0A 6@0@ 6; 9.A2@A C2?@6<; <3 BA<
*52 6@A?60A
?2@2?C2@ A52?645AA<<00B=FA52/B6916;4<? =<?A6<;@A52?2<3=?6<? A<36;.9 .002=A.;02
!;*-5B1> $26A52?A52 6@A?60AM@?2C62D.==?<C.9 <? .002=A.;02<3;<?=.F: 2;A3<?.;F<3A52
@2?C602@ ?2>B6?21B;12?A52 <;A?.0A@5.99/2 0<;@A?B21A<<=2?.A2 .@. D.6C2? <?.;F?645A@ B;12?
A52 <;A?.0A<? <3.;F0.B@2<3.0A 6<;.?6@6;4<BA<3A52=2?3<?: .;02<3A52 <;A?.0A .;1 A52
?056A20A
;46;22?@5.99 /2 .;1 ?2:. 6;96./92 A<A526@A?60A6;.00<?1.;02D6A5 .==960./929.D3<?
.99 1.:.42@A< A52 6@A?60A 0.B@21 /F A52 ?056A20A
;46;22?M@ ;249642; A<? 6;A2;A6<;.99F D?<;43B9
.0A<:6@@6<;<? 123.B9AD5692=2?3<?:6;4.;F <3A52@2?C602@B;12?A52 <;A?.0A
%191051?
:/8A?5B1 *52 ?645A@ .;1?2:2162@ <3 A52 6@A?60A.;1A52?056A20A
;46;22?=?<C6121
3<? B;12?A52 <;A?.0A .?2 6;.116A6<;A< .;F<A52??645A@ .;1?2:216 2@=?<C6121/F9.D
%'
#, !'&
:B;5/1? *52 ?056A20A
;46;22? @5.99 @B/:6A .; 6;C<602 A< A52 6@A?60A .9<;4 D 6A5 6@A?60A
?2>B6?211<0B:2;A.A6 <;
*526;C<602 @5.9942; 2?.99F 6A2:6G2A52C .?6<B@=5.@2@ <? =.?A@ <3A52
*<A.9 <;A?.0A :<B;A A52 C.9B2 <3 A52 C.?6<B@ =5.@2@ <? =.?A@A52 =?2C6<B@9F 6;C<6021 .;1
.==?<C21 .:<B;A@ 3<? =.F:2;A .;1A52 .:<B;A <3 A52 0B??2;A 6;C<602
*52 6;C<602 @5.99 .9@<
6;09B12 . 02?A6360.A6<; @A.A2:2;A @64;21 /F A52 ?056A20A
;46;22? @ A.A6;4 A5.A A52 ?056A20A
;46;22?5.@=.61 6A@ 0<;@B9A.;A@ @B/0<;A?.0A<?@.;1@B==962?@A526?6;16C61B.9=?<=<?A6<;.9 @5.?2
<3.99=?2C6<B@=.F:2;A@6;09B16;4 6;A2?2@A 63.==960./92?2026 C213?<:A526@A?60A 6;.00<?1.;02
D6A5A52A2?:@<3A52?056A20A
;46;22?M@@B/0<;A?.0AD6A5@B05=2?@<;@<?0<:=.;62@.;1A52@2
)A.;1.?1<;A?.0A&?<C6@6<;@
;C<602@ 3<? ?26:/B?@./92@ @5.996;0 9B121<0B:2;A.A6<;<3 0<@A@3<?
D5605 ?26:/B?@2:2;A6@ @<B45A
;C<602@ 3<? ?056A20A
;46;22?)2?C 602@ /26;4=2?3<?:21<; .;
5<B?9F?.A2 /.@6@ @5.99@5<D A52 A205;60.9 09.@@6360.A6<;@;.:2@ <3 A 52 =2?@<;@=2?3<?:6;4A52
?056A20A
;46;22?@2?C602@ :. ; 5<B?@ 2E=2;121:.?821 B= 5<B?9F?. A2@ 3<?A52 09.@@6360.A6<;
.;1A522EA2;1210<@A.:<B;A
:B;5/15?<A@1? +;92@@A52?2 6@ . 16@=BA2./<BAA52 0<:=2;@.A6<;1B2 A52 ?056A20A
; 46;22?
6;09B16;4/BA ;<A96:6A21A<09.6:@/FA526@A?60A.4.6;@AA52 ?056A20A
;46;22? A52; D6A56;A56?AF
1.F@ .3A2??2026=A/FA526@A?60A<3 A52?056A20A
;46;22? @ .002=A./926;C<602D5605 @5.99
/20<;@612?21 A526;C<602?2026=A1.A2A52 6@A?60A@5.99=.FA<A52?056A20A
;46;22?A52 .:<B;A
.==?<C2192@@.;F ?2A.6;.42.;192@@ .;F =?6<?=.F:2;A@ <? .1C.;02@ :.12 A< ?056A20A
;46;22?
*521.A2<;D5605=.F:2;A6@1B2@5.99/2?232??21A<.@A52K=.F:2;A 1.A2
L
>1=A1:/D ;C<602@ =?2=.?21A52 ?056A20A
;46;22??29.A6;4A<A52.:<B;A. ;1 C.9B2<3D<?8
.;1 @2?C602@ =2?3<?:21/F A52 ?056A20A
;46;22? B;12?A52 <;A?.0A @5 .99/2 :.12 =2?6<160.99F
;<A :<?2 <3A2; A5.; :<;A59F .;1 @2;A A< A52 6@A?60A 3<? =.F:2; A .00<:=.;621 /F @B05
1<0B:2;A.A6<;.;1@B==<?A6;4 1.A..@ :.F/2 ?2>B6?21/F A52 <;A?.0A6;4%33602?
%1@-5:-31 +=<;.==?<C.9<3@B056;C<602.:<B;A@ /FA52<;A?.0A6;4%33602?.;1=?2@2;A.A6<; <3
=?<=2?1<0B:2;A.A6<;/FA52?056A 20A
;46;22?=.F:2;A<3A52 6;C<602.:<B;A.@ 12A2?:6;21
./<C292@@ .4?221B=<;?2A.6;.42.;1.99=?2C6<B@ =.F:2;A@@5.99 / 2 :.12 6;.00<?1.;02D6A5
A52'B608&.F:2;A0A
%33606.9<12H
%$"
+;92@@<A52?D6@2=?<C61213<? 6; A52
<;A?.0A A52?2A.6;21=.F:2;A=2?02;A.42 @5.99/2=?<C61215<D2C2?A5.A63A52<;A?.0A6;4
%33602? 12A2?:6;2@ A5.A A52 D<?8 6@ )B/@A.;A6.99F <:=92A2 .;1 A5.A A52 .:<B;A <3 ?2A.6;21
=2?02;A.42@6@ 6; 2E02@@<3 A52 .:<B;A 0<;@612?21/F56: A< /2 .12>B.A2 3<? A52 =?<A20A6<; <3
A52 6@A?60A52 :.F 6; 56@ 16@0?2A6<; ?292.@2A<A52?056A20A
;46; 22?@B052E02@@ .:<B;A
5:-8#-D91:@ +=<;A52 @.A6@3.0A<?F0<:=92A6<; <3A52 ?056A20A
;46;22?M@@2?C602@ .;1 3<?:.9
;<A6360.A6<;<36A@36;.9 .002=A .;02/FA52<;A?.0A6;4%33602? A52?056A20A
;46;22?@5.99/2 =.61
A52 B;=.61/.9.;02 <3.;F:<;2F1 B252?2B;12?6;09B16;4 ?2A.6;21 =2?02;A.42@
&?6<?A<@B05
36;.9 =.F:2;AB;12? A52 <;A?.0A <? =?6<?A< @2AA92:2;AB=<; A2?:6;.A6 <;<3 A52 <;A?.0A .;1 .@ .
0<;16A6<;=?20212;A A52?2A <A52?056A20A
;46;22? @5.992E20BA2 .;1 1296C2?A< A52 <;A?.0A6;4
%33602? . ?292.@2<3 .99 09.6:@ .4.6;@AA52 6@A?60A.?6@6;4B;12?<? /F C6?AB2 <3 A52 <;A?.0A<A52?
A5.; @B05 09.6:@ 63 .;F .@ :.F /2 @=206360.99F 2E02=A21 /F A52?056A20A
;46;22? 3?<: A52
<=2?.A6<;<3A52?292.@2 6;@A.A 21.:<B;A@A</2@2A3<?A5A52?26;
;/A91:@"C:1>?45< 99 1?.D6;4@ 12@64;@ @=206360.A 6<;@ .;1 <A52? ?056A20A
;46;22 ?
1296C2?./92@ 36?@A =?<1B021 @<929F 3<? A52 6@A?60A 6; A52 =2?3<?:. ;02 <3 A52 <;A?.0A <? 6;
0<;A2:=9.A6<; A52?2<3.;1.99.@ /B69A1?.D6;4@ =?<1B021.3A2?0 <:=92A6<;<3A52 D<?8 @5.99 /2
.;1 ?2:.6;A52@<92 =?<=2?AF<3 A52 6@A?60A.;1 :.F /2B@21<; .;F<A52? D<?8 D6A5<BA.116A6<;.9
0<@AA<A526@A?60A
- 6A5?2@=20AA52?2A< A52?056A20A
;46;22? .4?22@ ;<AA< .@@2?A.;F?645A@<?
A<2@A./96@5.;F09.6:B;12?A52 12@ 64;=.A2;A<? 0<=F?645A9.D@ .;1 ;<AA< =B/96@5<? ?2=?<1B02
@B05 :.AA2? 6; D5<92<? 6; =.?A <? 6; .;F :.;;2?<? 3<?:<? .BA5<?6G2<A52?@ @< A< 1< D6A5<BAA52
D?6AA2;0<;@2;A<3 A52 6@A?60AB;A69@B05 A6:2.@ A526@A?60A:.F5.C2 ?292.@21@B05:.AA2?A<A52
=B/960
B?A52?D6A5 ?2@=20AA<.;F.?056A20AB?.912@64;D5605A 52 6@A?60A12@6?2@ A<=?<A20A/F
.==9F6;4 3<? .;1 =?<@20BA6;4 . 12@ 64; =.A2;A .==960.A6<; <? <A52?D6@2 A52 ?056A20A
;46;22?
.4?22@ A< 3B?;6@5 A52 <;A?.0A6;4 %33602? @B05 1B9F 2E20BA21 6;@A?B :2;A@ .;1 <A52? =.=2?@
=?2=.?21 /F A52 6@A?60A.@ .?2 122:21;202@@.?FA< C2@A 6; A52 6@A?6 0AA52 ?645A@4?.;A216A
B;12?A56@ 09.B@2
*52?056A20A
;46;22? .4?22@ A<3B?;6@5.;1 =?<C 612 .002@@A< A52 <?646;.9@
<? 0<=62@ <3 .99@B05 :.A2?6.9@<; A52?2>B2@A<3 A52 <;A?.0A6;4 %3360 2? 3<? . =2?6<1<3 A5?22
F2.?@.3A2?0<:=92A6<; 3<? A52 =?<720A
;>>1/@5;:?;2*;>7#;?@#-D91:@ $<AD6A5@A.;16;4A52 .002=A.;02.;1.==?<C.9/FA52 6@A?60A
<3 .;F @2?C602@ =2?3<?:21 <?=?<C6121 /FA52?056A20A
;46;22?A52 ?056A20A
;46;22?@5.99 /2
?2@=<;@6/92 3<?A52=?<32@@6<;.9>B.96AFA205;60.9.00B?.0F.;1 A52 0<<?16;.A6<; <3 .99 @2?C602@
3B?;6@521 /F A52 ?056A20A
;46;22? B;12? A52 <;A?.0A
*52 ?056A20A
;46;22? @5.99 D6A5<BA
.116A6<;.90<:=2;@.A6<;0<??20A<? ?2C6@2 .;F 2??<?@ <? 1236062;062@<? <:6@@6<;@ 6; A52 ?056A20A
;46;22?M@ @2?C602@
#-D91:@!;@*-5B1> *52 6@A?60AM@?2C62D .==?<C.9 <? .002=A.;02<3<?=.F:2;A3<?.;F<3 A52
#.A2?6.9@ .;1 )2?C602@ ?2>B6?21 B;12? A52 <;A?.0A @5.99 ;<A 0<;@A6 ABA2 .;F ?2=?2@2;A.A6<;
D.??.;AF<?4B.?.;AF/FA52 6@A?60A.@ A<A52 @B/@A.;02<?>B.96AF<3A52:.AA2??2C62D21 .==?<C21
<? .002=A21.;1 @5.99;<A/2 0<;@A?B21 A< <=2?.A2.@. D.6C2?<? 2@A< ==29<3.;F <3A52 6@A?60A@
?645A@<? =?6C69242@B;12?A52<;A?. 0A<?<3.;F0.B@2<3 .0A6<;.?6@6;4 <BA<3A52 =2?3<?:.;02 <3
A52 <;A?.0A
$< =2?@<; <? 36?: @5.99?29F6;.;FD.F<;@B05?2C62D .==?<C.9 <? .002=A.;02/F
A526@A?60A
*52?056A20A
;46;22? @5.99/2 .;1 ?2:.6;96./92 6; . 00<?1.;02 D6A5 ==960./92".D
3<? .99 1.:.42@A< A52 6@A?60A 0.B@21 /FA52?056A20A
;46;22?
(2C62D .==?<C.9<?.002=A.;02
/F A526@A?60A<? A52 <;A?.0A6;4%33602?B;12?A52 <;A?.0A @5.99;<A 0<;@A6ABA2.==?<C.9<A52?D6@2
?2>B6?21 /F.;F<3 A526@A?60A12=.?A:2;A@/<.?1@0<::6@@6<;@ <?<A52??24B9.A<?F.42;062@ 6;
A522E2?06@2<3A526?6;12=2;12;A ?24B9.A<?F.BA5<?6AF
>>;>?-:0"95??5;:? -6A5<BA96:6A6;4A52?056A20A
;46;22?M@?2@=<;@6/696AF@2A 3<? A5 ./<C2
@B05?2@=<;@6/696AF/F D.F <3 699B@A?.A6<; @5.99 6;09B12 A52 3<99<D6;4 3 .;F 2??<? <? <:6@@6<;6; A52
<;@A?B0A6<;<0B:2;A@@B/:6AA21 /F A52 ?056A20A
;46;22??2>B6? 2@ . 05.;426; A52 )0<=2<3
)2?C602@<? .;F=<?A6<;A52?2<3A52?056A20A
;46;22? @5.99=?<:=A9F0<:=92A2@B05 05.;42.A ;<
.116A6<;.90<@AA< A52 6@A?60A
;9<1:?-@5;:5?<A@1? 6@=BA2@ ?24.?16;4A52 0<:=2;@.A6<;1B2 A52 ?056A20A
;46;22? :.F
6;09B12/BA.?2;<A96:6A21A<A52.:<B;A 1B2A52C.9B2<?=2?02;A.42<3A52?056A20A
;46;22?
)2?C602@ 0<:=92A21 12320A@ <? 1236062;062@ 6; A52 ?056A20A
;46;22? )2?C602@ >B.96AF <3 A52
?056A20A
;46;22? )2?C602@ 0<:=96.;02 D6A5 A52 <;A?.0A <0B:2 ;A@ 0<:=92A6<; 6A@293 <?
;249642;A=2?3<?:.;02<3=?<32@@6<;.9 @2?C602@ <;A52=.?A<3 A52 ?056A20A
;46;22?
;A52 2C2;A
<316@=BA2@=.F:2;A@5.99/2:. 6921<;<?/23<?2A52&.F:2;A .A23<?.:<B;A@.;1 ?056A20A
;46;22? )2?C602@ ;<A6;16@=BA2@B/720AA<.;F@2A<33@09.6:21/FA526@A?60A
06A?@91:@? 99 =?6<? =.F:2;A@ D52A52?/.@21<; 2@A6:.A2@<?<A52?D6@2:.F/ 20<??20A21
.;1.17B@A21 6;.;F=.F:2;A.;1@5.99/20<??20A21.;1.17B@A216;A5236;.9=.F:2;A
;A52 2C2;A
A5.A.;F6;C<602/FA52 ?056A2 0A
;46;22?0<;A.6;@. 12320A <? 6:= ?<=?62AFD5605 D<B91 =?2C2;A
=.F:2;A/FA52&.F:2;A.A2A52 6@A?60A @5.99;<A63FA52 ?056A 20A
;46;22?6; D?6A6;4 <3@B05
12320A<?6:=?<=?62AF D6A56;A2;
1.F@.3A2?A526;C<602?202 6=A1.A2
;F16@=BA21 .:<B;A@
12A2?:6;21/F A52 6@A?60A A</2=.F./92A<A52?056A20A
;46;22?@5.99 /21B2A56?AF
1.F@ 3?<:
A52 1.A2 A52 16@=BA26@ ?2@<9C21
;A2?2@A@5.99/2=.61/FA526@A?60A6;.00<?1.;02D6A5A52'B608
&.F:2;A0A
%33606.9<12H
%$"
#-D91:@?@; &A./;:@>-/@;>? *52 ?056A20A
;46;22? @5.99 :.82 . =.F:2;A A< 2.05 <3 6A@
<;@B9A.;A@ .;1 )B/0<;A?. 0A<?@;<A9.A2? A5.; @2C2; 0.92;1.?1. F@.3A2? ?2026=A <3.:<B;A@
=.61A<A52?056A20A
;46;22? /FA52 6@A?60A6; .; .:<B;A2>B.9A< A52 =?<=<?A6<;.A2 @5.?2<3A52
A<A.9 =.F:2;A 6;09B16;4 .;F 6;A2?2@A ?2026C21 3?<: A52 6@A?60A . AA?6/BA./92 A< A52 ?056A20A
;46;22? )2?C602@ =2?3<?:21 /F <;@B9A.;A@.;1 )B/0<;A?.0A<?@92@@.?2A.6;.42 <3;<A:<?2 A5.;
36C2 =2?02;A 63 =?<C6121 3<? 6; A52 .==960./92 @B/0<;A?.0A @.61 ?2A.6;.42 /26;4 A52 @.:2
:<;2F ;<A.116A6<;.9:<;2F?2A.6;21 /FA526@A?60A3?<:A52=.F:2;AA<A52 ?056A20A
;46;22?
%'
!&
1:1>-88D*52 <;A?.0A6;4%33602? :.F .A .;F A6:2 /F D?6AA2; <?12? :.82 05.;42@ D6A5 6;A52
42;2?.9@0<=2<3A52<;A?.0A A< A52 )0<=2 <3 )2?C602@A< /2 =2?3<?:21 B;12?2.05 A.@8 <?12?
3
@B0505.;42@0.B@2.; 6;0?2.@2<? 120?2.@26; A52?056A20A
;46;2 2?M@0<@A<3 <? A6:2?2>B6?213<?
=2?3<?:.;02<3.;F@2?C602 B;12? A52 <;A?.0A<?/<A5B=<;.==? <C.9<3 A52 <;A?.0A6;4 %33602?
.; 2>B6A./92 .17B@A:2;A @ 5.99 /2 :.12 .;1 A52 <;A?.0A @5.99 /2 :<163 621 6; D?6A6;4 /F A52
<;A?.0A6;4%33602? .00<?16;49F
;F 09.6:<3A52?056A20A
;46;2 2? 3<?.17B@A:2;A B;12?A56@ 09.B@2
:B@A/2 :.12 6; D?6A6;4 A< A52 <;A?.0A 6;4%33602? D6A56; A2;
1.F@ 3? <: A52 1.A2 <3?2026=A/F
A52?056A20A
;46;22?<3A52 ;<A6360.A6<; <3 05.;42B;92@@A52 <; A?.0A6;4%33602? 4?.;A@. 3B?A52?
=2?6<1<3 A6:2 /23<?2 A52 1.A2<336;.9=.F:2;AB;12?A56@<;A?.0A
3A52 ?056A20A
;46;22? ?2>B2@A@
05.;42@A< A52 )0<=2<3)2?C602@A52?056A20A
;46;22?:B@A12: <;@A?.A2A< A52 @.A6@3.0A6<;<3
A52 6@A?60A A5.A A52 05.;42@.?2;202@@.?F.;1 ;<A1B2 A< A52 .0A@ <? <: 6@@6<;@<3 A52 ?056A20A
;46;22?
2;2?.99FA52A6:2<3=2?3<?:.;02<3A52<;A?.0A.;1
<?.;FA.@8 <?12?:.F/2 2EA2;121
3<? A52.1:6;6@A?.A6C20<;C2;62;02 <3A52 6@A?60A <? 3<? <A52?=B?= <@2@ D52;2C2?A52 <;A?.0A6;4
%33602? 12A2?:6;2@ @B05.0A6<;D699 ;<A/2 . 0.B@23<? .116A6<;.9322 <? <A52??29.A210<@A
005@5;:-8;9<1:?-@5;: <:=2;@.A6<;A<A52?056A20A
;46;22? /2F<;1A52:<;2A.?F 96:6A@ @2A
3<?A56; A52 <;A?.0A @5.99<;9F /2 :.1263 .;1D52;. 5.;42%?12?A< A52 <;A?.0A 6@ 1B9F2E20BA21
/F A52 &.?A62@
$<A56;4 52?26; @5.99 96:6A A52 6@A?60AM@ ./696AF A< :.82 05.;42@ A< A52 <;A?.0A
B;69.A2?.99F
1?53:-@104-:31">01>? *52 <;A?.0A6;4%33602? :.F.A .;F A6:2/FD?6AA2;<?12?12@64;.A21
<? 6;160.A21A</2. 05.;42<?12?:.82.;F05.;42@ 6;A52 D<?8D6A 56;A5242;2?.9@0<=2<3A52
<;A?.0A6;09B16;4 /BA;<A96:6A21A<05.;42@
; A52 <;A?.0A1?.D6;4@ .;1@=206360.A6<;@
;A52:2A5<1 <?:.;;2?<3 =2?3<?:.;02 <3A52 @2?C602@
;A526@A?60A3B?;6@5213.0696A62@ 2>B6=:2;A:.A2?6.9@<?@2?C602@<?
6?20A6;4.00292?.A6<; 6;A52=2?3<?:.;02 <3A52 @2?C602@
$<A56;4 =?<C6121 6; A56@ ?A6092 @5.99 2E0B@2 A52 ?056A20A
;46;22? 3?< : =?<02216;4 D6A5 A52
=?<@20BA6<;<3A52 @2?C602@@< 05.;421
"@41> 4-:31 ">01>? ;F <A52? D?6AA2; <?12? <? .; <?.9 <?12? D5605 A2?: .@ B@21 6; A56@
)20A6<; @5.99 6;09B12 16?20A6<; 6;@A ?B0A6<; 6;A2?=?2A.A6<; <? 12A2? :6;.A6<; 3?<: A52 <;A?.0A6;4
%33602? D5605 0.B@2@ .;F @B05 05.;42 @5.99 /2 A?2.A21 .@ . 5.;42 %?12? B;1 2? A56@ ?A6092
=?<C6121 A5.A A52 ?056A20A
;46;22? 46C2@ A52 <;A?.0A6;4 %33602? D?6A A2; ;<A602 @A.A6;4 A52 1.A2
06?0B:@A.;02@ .;1 @<B?02@ <3 A52 <?12? .;1 A5.A A52 ?056A20A
;46;22? ?2 4.?1@ A52 <?12? .@ .
5.;42%?12?
1:1>-8 %1=A5>191:@?
E02=A .@ 52?26; =?<C6121 ;< <?12? @A.A2:2;A <? 0<;1B0A <3 A52
<;A?.0A6;4 %33602? @5.99 /2 A?2.A21 .@ . 05.;42 B;12? A56@ ?A6092 <? 2;A6 A92 A52 ?056A20A
;46;22? A< .; 2>B6A./92 .17B@A: 2;A 52?2B;12?
3 .;F 05.;42 B;12? A56@ ? A6092 0.B@2@ .;
6;0?2.@2 <? 120?2.@2 6; A52 ?056A20 A
;46;22?M@ 0<@A <3 <? A52 A6:2 ?2>B 6?21 3<? A52 =2?3<?:.;02
<3.;F=.?A <3 A52 @2?C602@ B;12?A52<;A?.0A D52A52? <? ;<A 05.;421 /F .;F<?12?.; 2>B6A./92
.17B@A:2;A @5.99 /2 :.12 .;1 A52 <;A?.0A :<163621 6; D?6A6;4 .00<?16;49F =?<C6121 5<D2C2?A5.A
2E02=A3<? 09.6:@ /.@21 <; 12320A6C2@=206360.A6<;@ ;<09.6:3<?.; F 05.;42 B;12? ./<C2 @5.99
/2 .99<D21 3<? .;F 0<@A 6;0B??21 :<?2 A 5.; A56?AF
1.F@ /23<?2 A52 ?05 6A20A
;46;22? 46C2@
D?6AA2; ;<A602 .@ A52?26; ?2>B6?21 B;92@@ A56@ A56?AF
1.F=2?6<1 6@ 2EA2;121 /F A52 <;A?.0A6;4
%33602? .;1 =?<C6121 3B?A52? A5.A 6; 0.@2 <3 12320A6C2 1?.D6;4@ .;1 @=206 360.A6<;@ A52 2>B6A./92
.17B@A:2;A @5.99 6;09B12 .;F 6;0?2.@21 0<@A ?2.@<;./9F 6;0B??21 /F A52 ? 056A20A
;46;22? 6;
.AA2:=A6;4A<0<:=9FD6A5@B05 12320A6C21?.D6;4@ .;1 @=206360.A6<;@
3 A52 ?056A20A
;46;22? 6;A2;1@ A< .@@2?A . 09.6: 3<? .; 2>B6A./92 .17B@ A:2;A B;12? A56@
?A6092 A52 ?056A20A
;46;22?:B@A D6A56; A56?AF
1.F@ .3A2? ?20 26=A <3 . D?6AA2; 5.;42
%?12? B;12? ./<C2 <? A523B?;6@56;4 <3.D?6AA2;;<A602B;12? ./<C2 @B/:6A A<A52
<;A?.0A6;4 %33602?.D?6AA2; @A.A2:2;A @2AA6;4 3<?A5 A52 42;2?.9 ;.AB ?2 .;1 :<;2A.?F 2EA2;A
<3 @B05 09.6: B;92@@ A56@ =2?6<1 6@ 2EA2;121 /F A52 <;A?.0A6;4 %33602?
* 52 @A.A2:2;A <3
09.6: 52?2B;12? :.F /2 6;09B1216; A52;<A602 B;12? ./<C2
-6A5 ?2@=20A A< A52 ;<A6360.A6<; </964.A6<;@ <3 A52 ?056A20A
;46;22? 5 2?2B;12? A6:2 6@ <3
A52 2@@2;02
3.69B?2 A< =?<C612 A6:29F ;<A602 0<;@A6ABA2@ D.6C2? <3 A52 0 9.6:
$< 09.6: /F
A52 ?056A20A
;46;22? 3<? .; 2>B6A ./92 .17B@A:2;A 52?2B;12? @5.99 /2 .9 9<D21 63 .@@2?A21
.3A2? 36;.9 =.F:2;A B;12?A52 <;A?.0A
4-:31 ">01> >1-70;C: <;A?.0A =?602@ @5.99 /2 B@21 3<? 5.;42 %?12? D<?8 D52?2 A52
@2?C602@.@05.;421.?2<3 @6:69.?;.AB?2;< <A52?0<@A@<C2?52.1<? =?<36AD699/2.99<D21
-52?2 <;A?.0A =?602@ .?2 ;<A .==?<=? 6.A2 .;1 A52 ;.AB?2 <3 A52 05.;42 6@ 8; <D; 6;
.1C.;02 <3 0<;@A?B0A6<; A52 =.?A62@ @5.99 .AA2:=A A< .4?22 <; . 3B99F 7B@A 636./92.17B@A:2;A <3A52
?056A20A
;46;22?M@0<:=2;@.A6<;.;1A6:2 3<?=2?3<?:.;02
-52; <;A?.0A =?602@ .?2 ;<A .==?<=?6 .A2 <? A52 =.?A62@ 3.69 A< .4?22 <; 2> B6A./92 .17B@A:2;A
<? 6; =?<02@@6;4 09.6:@ 2>B6A./92 .17B@A:2;A 3<? 5.;42 %?12? D<?8 @5.99 /2 =2? A56@ ?A6092
.;1 ?A6092 .;1 @5.99 /2 /.@21 B=<; A52 /?2.81<D; @5<D; 6; 3<99<D6;4 @B/@2 0A6<;@ .
A5?<B45 4
*52 ?056A20A
;46;22? @5 .99 .@@2:/92 . 0<:=92A2 0<@A /?2.81 <D;A5.A 96@A@ .;1
@B/@A.;A6.A2@2.05 6A2:<3D<?8.;12.05 6A2:<30<@A
.
#)&.F:2;A D699 /2 :.12 3<? 16?20A 9./<? 0<@A =9B@ 6;16?20A 9./<? 0<@A @B05 .@
6;@B?.;02 A.E2@ 3?6;42 /2;236A@ .;1 D293.?2 =?<C6121 @B05 0<@A@ .?2 0<; @612?21
?2.@<;./92 /F A52 6@A?60A
;16?20A 0<@A@ @5.99 /2 6A2:6G21 .;1 C2?63621 /F ?2026=A21
6;C<602@
3 C2?6360.A6<; 6@ ;<A =<@@6/92 B= A<
=2?02;A <3 16?20A 9./<? 0<@A@ :.F /2
.99<D21
; .116A6<; B= A<
=2?02;A<3 16?20A =9B@ 6;16?20A 9./<? 0<@ A@:.F /2 .99<D21 3<?
<C2?52.1 .;1=?<36A
/ % "&!
%)&.F:2;A 3<? ?2>B6?21 2>B6=:2;A ?2;A21 3?<: . A56?1 =.?AF 0<:=.;F
A5.A 6@ ;26A52? .; .33696.A2 <3 ;<? . @B/@616.?F <3 A52 ?056A20A
;46;2 2? D699 /2 /.@21 <;
?2026=A21 6;C<602@ D5605 @5.99 ;<A 2E0221 ?.A2@ 46C2; 6; A52 0B??2;A 216A 6<; <3 A52
(2;A.9 (.A2 9B2 <<8 3<? <;@A?B0A6<;
>B6=:2;A =B/96@521 /F .A. 'B2@A
3 .0AB.9
?2;A.9 ?.A2@ 2E0221 :.;B.9 ?.A2@ D?6AA2; 7B@A6360.A6<; @5.99 /2 3B?;6@5 21 A< A52 <;A?.0A6;4
%33602? 3<? 0<;@612?.A6<;
$< .116A6<;.9 .99<D.;02 D699 /2 :.12 3<? <C2?5 2.1 .;1 =?<36A
*52 ?056A20A
;46;22? @5.99 @B/:6 A D?6AA2; 02?A6360.A6<; A< A52 <;A?. 0A6;4 %33602? A5.A .;F
?2>B6?21 ?2;A21 2>B6=:2;A 6@ ;26A52? <D;21 /F ;<? ?2;A21 3?<: A52 ?056A20 A
;46;22? <?
.; .33696.A2 <3 <? @B/@616.?F <3 A52 ?056A20A
;46;22?
0 #%% #*$ "&!
%)&.F:2;A 3<? ?2>B6?21 2>B6=:2;A <D;21 /F A52 ?056A20A
;46;22? <? .; .33696.A2 <3 A52 ?056A20A
;46;22? D699 /2 /.@21 @<929F <; .; 5<B?9F ?.A2
12?6C21 /F 16C616;4 A52 0B??2;A .==?<=? 6.A2 :<;A59F ?.A2 /F
5<B?@
$< = .F:2;A D699 /2
:.12 B;12? .;F 06?0B:@A.;02@ 3<? ?2=.6? 0<@A@ 3?2645A .;1 A?.;@=<?A.A6< ; 05.?42@ 3B29
9B/?60.;A@ 6;@B?.;02 .;F <A52? 0<@A@ .;1 2E=2;@2@ <? <C2?52.1 .;1 =?<3 6A
&.F:2;A 3<?
@B05 2>B6=:2;A :.12 6192 /F 129.F@ .AA? 6/BA./92 A< A52 6@A?60AD699/2 / .@21 <;<;2 5.93
A52 12?6C21 5<B?9F?.A2 B;12?A56@ @B/@20A6<;
1
$
&$)$< .116A6<;.9 .99<D.;02 D699 /2 :.12 3<? 42;2?.9 @B=2?6;A2;12;02 B@2
<3 @:.99 A<<9@ .;1<A52?0<@A@3<? D5605;< @=206360 .99<D.;026@ 52?2 6; =?<C6121
2 & %#% #
)&.F:2;A 3<? .116A6<;.9 ;202@@.?F @B/0<;A?.0A D<?8 D699 /2 /.@21 <;
.==960./92 =?<021B?2@ 6; . A5?<B45 3 A< D5605 A<A.9 .116A6<;.9 @B/0<;A ?.0A D<?8 B= A<
.; .116A6<;.9
=2?02;A :.F /2 .99<D21 3<? A52 ?056A20A
;46;22?M@ <C2 ?52.1 .;1=?<36A
&53:525/-:@4-:31?5:4->-/@1>;2&1>B5/1?
*52 <;A?.0A6;4%33602??2@2?C2@A 52 ?645AA< :.826;D?6A6;4.A .;FA6:21B?6;4 A52=2?3<?:.;02
<3@2?C602@ @B0505.;42@6; >B.;A6A6 2@.;1 @B05.9A2?.A6<;@6;A5 2@2?C602@ .@ .?2 ;202@@.?FA<
@.A6@3.0A<?69F 0<:=92A2A52 &?<720A
)B05 05.;42@6; >B.;A6A62@.;1 . 9A2?.A6<;@@5.99;<A 6;C.961.A2
A52 <;A?.0A.;1A52?056A20A
;46;22?.4?22@ A<=2?3<?:A52 @2?C602@.@ .9A2?21
3A52.9A2?.A6<;@<? 05.;42@ 6; >B.;A6A62@@64;6360.;A9F05.;42 A52 05.?.0A2?<3 A52 @2?C602@ B;12?
A52 <;A?.0A D52A52?<? ;<A05.;421/F.;F @B0516332?2;A>B.;A6A62@<?.9A2?.A6<;@.; .17B@A:2;A
2E09B16;49<@@ <3.;A60 6=.A21 =?<36A@ D699 /2 :.12 A< A52 <;A?.0A
*5 2 /.@6@ 3<? A52 .17B@A:2;A
@5.99 /2 .4?221B=<;=?6<?A< A52 =2?3< ?:.;02<3 A52 @2?C602@
3 . /.@6 @ 0.;;<A /2 .4?221 B=<;
A52; .; .17B@A:2;AD699 /2 :.12 26A52?3<?<? .4.6;@AA52?056A20A
;46;22? 6;@B05.:<B;A.@A52
<;A?.0A6;4%33602?:.F12A2?:6;2A</23.6?.;1?2.@<;./92
3A52.9A2?.A6<;@<? 05.;42@ 6; >B.;A6A62@@64;6360.;A9F05.;42 A52 05.?.0A2?<3A52@2?C602@A</2
=2?3<?:21B;12?A52 <;A?.0A A52 .9A2?21@2?C602@D699 /2 =.61 3<? .@ =?<C612129@2D52?26; A52
<;A?.0A
*52A2?:K@64;6360.;A05.;42L@5.99/2 0<;@A?B21 A<.==9F<;9FA<A523<99<D6;406?0B:@A.;02@
- -52;A5205.?.0A2?<3A52 @2?C602@.@ .9A2?2116332?@ :.A2?6.99F6 ;86;1<?;.AB?23?<:A5.A
6;C<9C21 <? 6;09B1216; A52 <?646;.9=?<=<@21 0<;@A?B0A6<;<?
. -52;.;6A2:<3D<?86@6;0?2.@216;2E02@@ <3
=2?02;A <? 120?2.@21/29<D =2?02;A
<3A52 <?646;.9 <;A?.0A>B.;A6AF
;F.99<D.;023<?.;6;0?2.@26;>B.;A6AF @5.99.==9F<;9F
A<A5.A=<?A6<;6;2E02@@ <3
=2?02;A <3<?646;.9<;A?.0A6A2: >B.;A6AF<?6;A520.@2<3
. 120?2.@2/29<D =2?02;AA< A52.0AB.9.:<B;A<3@2?C602@ =2?3< ?:21
3A52=.?A62@3.99A<.4?22B=<;A52.17B@A:2;AA< /2:.12A5216@=BA2@5.99/2=?<02@@21.@ =?<C6121
6;?A6092
52?2<32;A6A921K6@=BA2@L
$<A56;4 =?<C6121 6; A56@ @ 20A6<;@5.99 2E0B@2 A52 ?056A20A
;46;22?3?<:=?<02216;4 D6A5A52 =?<@20BA6<;<3 @2?C602@ @< 05.;421
%'
$(
'
(&' !'""!'%''% &
*52 ?056A20A
;46;22?6@ 2;A6A921 A< .; 2>B6A./92.17B@A:2;A<3A52 0<;A?.0AA2?:@D52;2C2?A523<99<D6;4
@6AB.A6<;@ 12C29<=
5221>5:3&5@1;:05@5;:?
B?6;4A52 =?<4?2@@<3 A52 D<?8 63 @B/@B?3.02 <? 9.A2;A =5F@60.9 0<;16A 6<;@.?22;0<B;A2?21
.A A52 @6A2 16332?6;4 :.A2?6.99F 3?<: A5<@2 6;160.A21 6; A52 <;A?.0A <? 63 B;8;<D; =5F@60.9
0<;16A6<;@ <3 .; B;B@B.9 ;.AB?2 16332?6;4 :.A2?6.99F 3?<: A5<@2<?16;.?69F 2;0<B;A2?21 .;1
42;2?.99F?20<4;6G21.@ 6;52?2;A6; A52 D<?8 =?<C61213<? 6; A52 <;A? .0A.?2 2;0<B;A2?21.A
A52@6A2A52?056A20A
;46;22? B=<;16@0<C2?6;4@B050<;16A6< ;@@5.99=?<:=A9F;<A63F A52
<;A?.0A6;4%33602? 6; D?6A6;4<3 A52 @=20636016332?6;40<;16A6<;@ /23<?2A52F.?2 16@AB?/21.;1
/23<?2 A52 .3320A21 D<?8 6@ =2?3<?:21
+=<;D?6AA2; ;<A6360.A6<;A52< ;A?.0A6;4 %33602? D699 6;C2@A64.A2 A520<;16A6<;@.;1 63 52
@52
12A2?:6;2@A5.A A52 0<;16A6 <;@:.A2?6.99F16332? .;1 0.B@2 .; 6;0?2.@ 2<? 120?2.@26; A52 0<@A
<?A6:2?2>B6?213<?A52=2?3<?: .;02<3.;FD<?8B;12? A520<;A? .0A <?/<A5.;.17B@A:2;A
2E09B16;4 9<@@ <3 .;A606=.A21 =?<36A@ D699 /2 :.12 .;1 A52 <;A? .0A :<163621 6; D?6A6;4
.00<?16;49F
*52 <;A?.0A6;4%336 02? D699;<A63F A52?056A20A
;46;22? <356@
52? 12A2?:6;.A6<;
D52A52?<?;<A.; .17B@A:2;A< 3A52<;A?.0A6@D.??.;A21
$< 0<;A?.0A.17B@A:2;AD5605?2@B9A@ 6; . /2;236A A< A52?056A20A
;46;22? D699 /2 .99<D21
B;92@@A52 ?056A20A
;46;22?5.@= ?<C6121A52 ?2>B6?21D?6AA2;; <A602. 3.69B?2 A<;<A63FA52
<;A?.0A6;4%33602? <3 A52 05.;4210< ;16A6<;@=?6<?A< D<?8 /26;4 16@AB?/21 /F @.61 0<;16A6<;@
@5.99 0<;@A6ABA2 . =2?:.;2;A D.6C2? <3 .99 ?645A A< 0<:=2;@.A6<; ?29. A21 A< A52 05.;421
0<;16A6<;@ /FA52?056A20A
;46;22?
$< 0<;A?.0A.17B@A:2;AD699 /2 .99< D21 B;12?A56@ 09.B@23<? .;F2332 0A@ 0.B@21<;
B;05.;421 D<?8
&A?<1:?5;:;2*;>7">01>10.D;:@>-/@5:3"225/1>
3A52=2?3<?:.;02<3.99<?.;F=<?A6<;<3A52 D<?8 6@ @B@=2;121<? 129.F21 /F A52 <;A?.0A6;4
%33602? 6; D?6A6;43<? .; B;?2.@<;./ 92=2?6<1<3A6: 2;<A<?646;.99F.;A606=.A21 0B@A<:.?F<?
6;52?2;A A< A52 ;.AB?2 <3 A52 @2?C602@ .;1 A52 ?056A20A
;46;22? /2962C2@ A5.A .116A6<;.9
0<:=2;@.A6<; <?0<;A?.0A A6:2<?/<A5 6@ 1B2 .@ . ?2@B9A<3 @B05 @B@=2 ;@6<;<? 129.F A52
?056A20A
;46;22?@5.99@B/:6AA <A52<;A?.0A6;4 %33602? 6; D?6A 6;4 . ?2>B2@A3<? 2>B6A./92
.17B@A:2;AD6A56;A2;
1.F@<3 ?2026=A<3 A52 ;<A602 A< ?2@B:2 D<?8
*52 ?2>B2@A@5.99 @2A
3<?A5A52?2.@<;@.;1 @B==<?A3<? @B05.17B@A:2;A
+=<;?2026=A A52 <;A?.0A6;4%33602?D699 2C.9B.A2A52?056A20A
;46;22?M@ ?2>B2@A
3 A52
<;A?.0A6;4%33602?.4?22@ A5.AA520<@A<?A6:2 ?2>B6?213<? A52 =2?3<?:.;02<3 A52 <;A?.0A
<?/<A5 5.@6;0?2.@21.@. ?2@B9A <3 @B05 @B@=2;@6<;.;1 A52 @B@=2;@6 <; D.@0.B@21/F
0<;16A6<;@ /2F<;1A52 0<;A?<9<? .;1;<A A523.B9A<3A52 ?056A20A
;46;22?<? 6A@0<;@B9A.;A@
<? @B/0<;A?.0A<?@.A.;F.==?<C 21A62?.;1 ;<A0.B@21/FD2.A52? A52<;A?.0A6;4 %33602?
D699 :.82.;.17B@A:2;A2E09B16;4=?<36A.;1:<163F A520<;A?.0A6;D?6A6;4.00<?16;49F
*52
<;A?.0A6;4%33602? D699;<A63F A52 ?056A20A
;46;22?<356@
52? 12A2?:6;.A6<;D52A52?<?;<A
.; .17B@A:2;A<3A52<;A?.0A6@ D.??.;A21
$< 0<;A?.0A .17B@A:2;A D699 /2 .99<D21 B;92@@ A52 ?056A20A
;46; 22? 5.@ @B/:6AA21 A52
?2>B2@A3<?.17B@A:2;AD6A56;A52A6:2=?2@0?6/21. 3.69B?2A< @B/:6A. ?2>B2@A3<?.17B@A:2;A
6; A52 A6:2 =?2@0?6/21 @5.99 0<;@A 6ABA2 D.6C2? <3 .99 ?645A A< 0<:=2;@.A6<; ?29.A21 A< A52
@B@=2;@6<;<3D<?8 /F A52 ?056A20A
;46;22?
%'
'%
!'
"!
'1>95:-@5;:2;>12-A8@ *2?:6;.A6<; D52A52? 3<? 123.B9A <? 0<;C2;62;02 6@ ;<A .
<C2?;:2;A
09.6:
*52 <;A?.0A6;4 %33602? :.F A2?:6;.A2 A52 <;A?.0A<?.;FA.@8 <?12?6@@B21A52?2B;12?
/FA52<;A?.0A6;4%33602? 3<? 123.B9A 6; D5<92 <? 6; =.?A 63 A52 A2?: 6;.A6<; 6@ 6; A52 /2@A 6;A2?2@A@
<3 A52
<C2?;:2;A .;1 A52 ?056A20A
;46;22? 1<2@ .;F <3 A523<99<D6;4
.69@ A< 0<:=92A2 A52 )2?C602@ D6A56; A52 A6:2 @=2063621 6; A52 <;A?.0A< ? .;F:<16360.A6<;
6;09B16;4A.@8<?12?@
.69@ A< :.82 @B336062;A =?<4?2@@ <; 0<;A?.0A =2?3<?:.;02 @< .@ A< 2;1.;42 ? =2?3<?:.;02
<3A52<;A?.0A6;09B16;4.;FA.@8<?12?D6A56;A52A6:2@=20 63621 <? 6;A52:.;;2?@=2063621
6;A52<;A?.0A
.69@ <? ?23B@2@ A< 4< 3<?D.?1 D6A5 A52 @2?C602@ 6; .00<?1.;02 D6A5 A52 16?2 0A6<; <3 A52
<;A?.0A6;4%33602?
E=?2@@2@ A5?<B45 D<?1 <? 0<;1B0A .; 6;A2;A6<; ;<A A< 0<:=92A2 A52 @2?C602 @6; .00<?1.;02
D6A5A5216?20A6<;@<3 A52 <;A?.0A6;4%33602?
.69@A<=2?3<?:.;F<3A52<A52? =?<C6@6<;@<3 A52 <;A?.0A <?.;FA.@8<?12?
#.A2?6.99F 12C6.A2@ 3?<: A52 ?2=?2 @2;A.A6<;@ .;1 0.=./696A62@ @2A 3<?A5 6; A52 ?056A20A
;46;22?M@?2@=<;@2A< A52 @<9606A.A6<;
5:-81/5?5;:;2;:@>-/@5:3 "225/1> A2?:6;.A6<; 3<? 123.B9A 6@ . 36;.9 1206@6<; <3 A52
<;A?.0A6;4 %33602?
; <?12? A< 0<;A2@A . A2?:6;.A6<; 3<? 123.B9A A52 ?056A20A
;46;22? :B@A
@B/:6A. 02?A63621 ?2>B2@AA< 0<;C2? A A52 A2?:6;.A6<;3<?123.B9A A< . A2?:6;.A6<;3<?0<;C2;62;02
D6A5.99 1<0B:2;A@@B==<?A6;4@B0 50<;C2?@6<; .;10<:=9FD6A5 .99<;A?.0A=?<C6@6<;@ .;19.D@
?29.A6;4 A<A2?:6;.A6<;@ 3<?0<;C2;62;026;09B16;4A52 @B/:6@@6<; <3 . 02?A63621A2?:6;.A6<;3<?
0<;C2;62;02 @2AA92:2;A =?<=<@.9
*52 @B/:6@@6<; <3 A52 02?A63621 ?2>B 2@A 3<? 0<;C2?@6<; A< .
A2?:6;.A6<; 3<? 0<;C2;62;02 .;1 02?A 63621 A2?:6;.A6<; @2AA92:2;A =?<=<@.9 A< A52 <;A?.0A6;4
%33602? :B@A<00B?=?6<?A< ;6;2AF
1.F@ 3?<: A521.A2<3 A52 <;A?.0A6;4%33602?M@36;.9 1206@6<;
18-D? 3 A52?056A20A
;46;22? ?23B@2@<? 3.69@A< =?<@20BA2A52 @2?C602@ <? .;F @2=.?./92=.?A
A52?2<3 D6A5 @B05 169642;02 .@ D699 =?<C612 3<? 6A@ 0<:=92A6<;D6A56; A52 A6:2 @=2063621 6; A52
<;A?.0A <?.;F2EA2;@ 6<;A52?2<3<?3.69@A<0<:=92A2@.61 @2?C602@ D6A56;A52@=2063621A6:2A52
6@A?60A:.F/F D?6AA2; ;<A602 A< A 52 ?056A20A
;46;22? A2?:6;.A2 6 A@?645AA<=?<0221D6A5A52
@2?C602@<? @B05=.?A <3A52@2?C602@6;C<9C6;4A52129.F
;@B0 5 2C2;A A52 6@A?60A:.F A.82 <C2?
A52 @2?C602@ .;1 =?<@20BA2 A52 @.:2 A< 0<:=92A6<; /F 0<;A?.0A <? <A52?D 6@2 .;1 :.F A.82
=<@@2@@6<;<3 .;1BA696G2 6; 0<:=92A6;4A52 @2?C602@@B05:.A2?6.9@ .@:.F 5.C2/22;=.613<?/F
A52 6@A?60A
-52A52? <? ;<A A52 ? 056A20A
;46;22?M@ ?645A A< =?< 0221 D6A5 A52 @2?C602@ .?2
A2?:6;.A21 A52 ?056A20A
;46;22? @5.99/2 96./92 3<? .;F 96./696AFA <A52 6@A?60A?2@B9A6;43?<:A52
?056A20A
;46;22?M@?23B@.9<?3.69B?2A<0<:=92A2A52@2?C602@D6A56;A52@=2063621 A6:2
336E21.;1.4?22196>B61.A211.:.42@ .?2=?<C61216;A52<;A? .0A.;163A526@A?60A1<2@
;<A @< A2?:6;.A2A52 ?056A20A
;46;22?M@ ?645A A< =?<0221 A52 ?2@B9A6 ;41.:.42D699 0<;@6@A
<3 @B05 96>B61.A211.:.42@ B;A69 A52@2 ?C602@.?20<:=92A21.;1 .002 =A21
*52 ?056A20A
;46;22?M@ ?645AA< =?<0221@5.99;<A/2 @<A2?:6;.A2 1 ;<?A52?056A20A
;46;22?05.?421 D6A5 ?2@B9A6;41.:.4263
. *52 129.F 6; A52 0<:=92A6<; A52 @ 2?C602@ .?6@2@ 3?<: B;3<?2@22./92 0.B@2@ /2F<;1 A52
0<;A?<9 .;1 D6A5<BA A52 3.B9A <? ;249642;02 <3 A52 ?056A20A
;46;22? 6;09B16;4 /BA ;<A
?2@A?60A21 A<.0A@<3
<1.0A@<3A52=B/960 2;2:F.0A@ <3A526@A?60A 6;26A52?6A@ @<C2?264;
<? 0<;A?.0AB.90.=.06AF.0A@<3 .;<A52? 0<;A?.0A<? 6; A52 =2?3<?:.;0 2 <3 . 0<;A?.0A D6A5A52
6@A?60A36?2@39<<1@ 2=612:60@>B.?.;A6;2?2@A?60A6<;@@A?682@ 3?2645A2:/.?4<2@096:.A60
0<;16A6<;@/2F<;1A52;<?:.9D560 50<B91/2.;A606=.A21 <? 129.F @<3 @B/0<;A?.0A<?@<?
@B==962?@ .?6@6;43?<: B;3<?2@22./92 0.B@2@ /2F<;1 A52 0<;A?<9.;1D6 A5<BA A52 3.B9A <?
;249642;02<3/<A5A52?056A20A
;46;22?.;1 @B05 0<;@B9A.;A@<? @B/0<;A?.0A<?@.A.;F
A62?.;1
/ *52 ?056A20A
;46;22?D6A56; 5<B?@3?<: A52/246;;6;4<3.; F@B05129.FB;92@@ A52
<;A?.0A6;4%33602?4?.;A@. 3B?A5 2?=2?6<1<3A6:2/23<?2A521 .A2<336;.9=.F:2;A B;12?
A52 <;A?.0A;<A6362@A52 <;A?.0A6;4 %33602?6; D?6A6;4<3A52 0.B@2@ <3129.F
*52 <;A?.0A6;4%33602?@5.99.@02?A.6;A52 3.0A@.;1A52 2EA2;A <3 A52129.F.;12EA2;1A52 A6:2
3<? 0<:=92A6;4 A52 @2?C602@ D52; 6; 56@
52? 7B14:2;A A52 36;16; 4@ <3 3.0A 7B@A63F @B05 .;
2EA2;@6<;.;156@
52? 36;16;4@ <33.0A@5.99/236;.9.;10<;09B@6C2 <;A52=.?A62@@B/720A<;9F A<
.==2.9.@=?<C61216;?A6092 52?26;
3.3A2?;<A602<3A2?:6;.A6<;<3 A52?056A20A
;46;22?M@ ?645 AA< =?<0221B;12?A52 =?<C6@6<;@ <3
A56@?A60926A6@12A2?:6;21 3<? .;F ?2.@<;A5.A A52 ?056A20A
;4 6;22?D.@;<A 6;123.B9AB;12?
A52=?<C6@6<;@<3A56@?A6092<? A5.A A52129.F D.@2E0B@./92B; 12?A52 =?<C6@6<;@ <3 A56@?A6092
A52?645A@.;1</964.A6<;@ <3A52=.?A62@ @5.99/26;.00<?1.;02 D6A5 ?A6092 52?26;
.69B?2 A<
.4?22A< .;F @B05 .17B@A:2;A@5.99 /2 . 16@=BA20<;02?;6;4. >B2@A6<; <33.0AD6A56;A52 :2.;6;4
<3?A6092 52?26;
*52 ?645A@.;1?2:2162@ <3 A52 6@A?60A=?<C61216;A56@ ?A6092.?26;.116A6<;A< .;F<A52? ?645A@
.;1?2:2162@ =?<C6121/F9.D <? B;12? A52 <;A?.0A
*526@A?60A :.F/FD?6AA2;;<A60 2A2?:6;.A2A52<;A?.0A<?. =<?A6<;A52?2<3 .@ . ?2@B9A<3 .;
E20BA6C2 %?12?<3 A52 &?2@612;A<3A52+;6A21)A.A2@D6A5?2@=20AA<A52=?<@20BA6<;<3 D.?<? 6;
A52 6;A2?2@A <3 ;.A6<;.9 1232;@2
-52; A52 <;A?.0A 6@ @< A2?:6;.A2 1 ;< 09.6: 3<? 9<@@ <3
.;A606=.A21=?<36A@ D699/2=2?:6AA21
"<<;>@A:5@D@;A>1 $<AD6A5@A.;16;4A523<?24<6;4@ 20A6<;@.;1A52<;A?.0A D699;<AA2?:6;.A2
.@.?2@B9A<3A523.69B?2 A<=2?3<?: 63A52?056A20A
;46;22?/ 246;@6::216.A29F B=<;?2026=A<3@B05
;<A602A<0<??20A6A@3.69B?2A<=2?3<?:.;1=?<0221@169642;A 9FA<0B?2@B053.69B?2D6A5;<:<?2A5.;A2;
1.F@<3?2026=AA52?2<3
*52<;A?.0A6;4%33602?6;6A@@< 9216@0?2A6<; /BA6@ ;<A</964.A21A< :.F
2EA2;1A52=2?6<1A<0B?263A522=.?A:2;A36;1@.9246A6:.A2?2.@<; 3<?A522EA2;@6<;
'1>95:-@5;:2;>;:B1:51: /1;2@415?@>5/@;B1>:91:@
*52 =2?3<?:.;02<3 @2?C602@B;12?A52 <;A?.0A<?.;FA.@8<?12?6@@B21A52?2B;12?/FA52
<;A?.0A6;4%33602? :.F/2A2?:6;.A21/FA526@A?60A6; .00<?1.;02 D6A5A56@?A6092 6;D5<92
<? 6; =.?A D52;2C2?A52 <;A?.0A6;4 %33602?@5.99 12A2?:6;2A5.A@B 05A2?:6;.A6<; 6@6;A52
/2@A6;A2?2@A <3A526@A?60A
;F@B05A2?:6;.A6<; @5.99/223320A21/F1296C2?FA< A52 ?056A20A
;46;22? <3 . $<A602 <3 *2?:6;.A6<;@ =2063F6;4 A522EA2;AA< D5605=2? 3<?:.;02<3 @2?C602@
B;12?A52 <;A?.0A <?A.@8<?12? 6@A2?:6;.A21.;1 A521.A2 B=<; D 5605@B05 A2?:6;.A6<;
/20<:2@ 23320A6C2
3A2? ?2026=A <3 . $<A602 <3 *2?:6;.A6<; .;1 2E02=A .@ <A52?D6@2 16?20A21 /F A52
<;A?.0A6;4%33602?A52?056A20A
;46;22? @5.99
. )A<=D<?8B;12?A52<;A?.0A <?A.@8<?12?<;A521.A2.;1 A<A522EA2;A@=20636216;A52
$<A602<3 *2?:6;.A6<;
/ &9.02;<3B?A52?<?12?@<? @B/0<; A?.0A@ 3<? :.A2?6.9@ @2?C602@ <?3.0696A62@2E02=A.@ :.F
/2;202@@.?F3<?0<:=92A6<;<3@ B05=<?A6<;<3 A52@2?C602@B;12 ?A52 <;A?.0A <?A.@8
<?12? .@ 6@ ;<AA2?:6;.A21
0 *2?:6;.A2.99 <?12?@.;1 @B/0<;A ?.0A@A< A522EA2;AA5.AA52F?2 9.A2A<A52=2?3<?:.;02 <3
A52@2?C602@A2?:6;.A21/FA52$<A602<3*2?:6;.A6<;
1 @@64; A< A52 6@A?60A 6; A52 :.;;2? .A A52 A6:2@ .;1 A< A52 2 EA2;A 16?20A21 /F A52
<;A?.0A6;4%33602?.99<3A52?645AA6A92 .;1 6;A2?2@A <3A52 ? 056A20A
;46;22?B;12? A52
<?12?@.;1@B/0<;A?.0A@@< A2?:6;.A216; D56050.@2 A52 6@A?60A@5.99 5.C2A52 ?645A6;6A@
16@0?2A6<;A<@2AA92<?=.F.;F<? .9909.6:@.?6@6;4<BA<3A52A2?:6;.A6<;<3 @B05<?12?@.;1
@B/0<;A?.0A@
2 )2AA92 .99 <BA@A.;16;4 96./ 696A62@.;1.99 09.6:@ .?6@6;4<BA< 3@B05A2?:6;.A6<;<3<?12?@ < ?
@B/0<;A?.0A@D6A5A52.==?<C.9<? ?.A6360.A6<;<3A52 <;A?.0A6;4 %33602?A<A52 2EA2;A 52
@52
:.F ?2>B6?2D5605 .==?<C.9<? ?.A6 360.A6<; @5.99/2 36;.9 3<? .99 =B?= <@2@<3 A56@ ?A6092
3 *?.;@32? A6A92 A< A52 6@A?60A .;1 1296C2? 6; A52:.;;2?.AA52A6:2@.;1A<A522EA2;A63 .;F
16?20A21 /F A52 <;A?.0A6;4 %33602? 0<:=92A21 <? =.?A6.99F 0<:=9 2A21 =9.;@ 1?.D6;4@
6;3<?:.A6<;.;1<A52?=?<=2?AF D560563 A52 <;A?.0A<?A.@8<?1 2? 5.1/22; 0<:=92A21
D<B915.C2/22; ?2>B6?21A< /2 3B?;6@521 A<A526@A?60A
4 <:=92A2=2?3<?:.;02<3@B05=.?A<3A52 @2?C602@.@ @5.99;<A 5.C2/22;A2?:6;.A21 /F
A52$<A602<3*2?:6;.A6<;
5 *.82 @B05.0A6<;.@ :.F /2;202@@.?F<? .@ A52<;A?.0A6;4 %33602? :.F 16?20A 3<? A52
=?<A20A6<; .;1=?2@2?C.A6<;<3A52=?<=2?AF ?29.A21A<A52<;A?.0AA5.A6@ 6;A52 =<@@2@@6<;
<3 A52 ?056A20A
;46;22?.;1 6; D5605A52 6@A?60A5.@<? :.F .0>B6?2 .; 6;A2?2@A
6 *52 ?056A20A
;46;22? @5.99 =?<0 221 6::216.A29F D6A5 A52 =2?3<?:.;02 <3 A52 ./<C2
</964.A6<;@ ;<AD6A5@A.;16;4 .;F129.F6;12A2?:6;6;4 <?.17B@A6;4 A520<@A<?.;F 6A2: <3
?26:/B?@./92 0<@AB;12?A56@?A6092
3A2? ?2026=A <3 . $<A602 <3 *2?:6;.A6<; A52 ?056A20A
;46;22? @5.99 @B /:6A A< A52 <;A?.0A6;4
%33602? 6A@A2?:6;.A6<; 09.6: 6; A52 3<?: D6A5 A52 02?A6360.A6<; =?2@0?6/21 /F A52 <;A?.0A6;4 %33602?
)B05 09.6: @5.99 /2 @B/:6AA21 =?<:=A9F /BA 6; ;< 2C2;A 9.A2? A5.; ;6;2AF
1.F@ 3?<: A52
23320A6C2 1.A2 <3 A2?:6;.A6<; B;92@@ <;2 <? :<?2 2EA2;@6<;@ 6; D?6A6;4 .? 2 4?.;A21 /F A52
<;A?.0A6;4 %33602? B=<; ?2>B2@A <3 A52 ?056A20A
;46;22? :.12 6; D?6A6 ;4 D6A56; @B05 ;6;2AF
1.F =2?6<1 <? .BA5<?6G21 2EA2;@6<; A52?2<3
; A52 2C2;A A52 ?056A2 0A
;46;22? D.@
A2?:6;.A21 3<? 123.B9A .;1 6A .@@2?A @ A5.A 6A 6@ 2;A6A921 A< . A2?:6;.A6<; 3 <? 0<;C2;62;02 6A@
02?A63621 ?2>B2@A 3<? A52 0<;C2?@6<; <3 A52 123.B9A A2?:6;.A6<; A< <;2 3<? 0<;C2;62;02 .;1 6A@
02?A63621 A2?:6;.A6<; @2AA92:2;A =?<=<@.9 :B@A /2 @B/:6AA21 A< A52 <;A? .0A6;4%33602? =?6<? A<
A52 2E=6?.A6<; <3 ;6;2AF
1.F@ 3?<: A52 1.A2 <3 A52 123.B9A A2?:6;. A6<;
-6A5 ?2@=20A A< .
A2?:6;.A6<; 3<? 0<;C2;62;02 63 A52 <;A?.0A6;4 %33602? 12A2?:6;2@ A5.AA52 3.0A@ 7B@A63F @B05 .0A6<;
52
@52 :.F ?2026C2 .;1 .0A B=<; .;F @B05 A2?:6;.A6<; 09.6: .A .;F A6:2 .3A2? @B05 ;6;2AF
1.F =2?6<1 <? 2EA2;@6<; A52?2<3
$<A56;4 52?26; @5.99 /2 0<;@A?B21 A < 2EA2;1 A52 A6:2 3<?
A52 @B/:6@@6<; <3 . 09.6: 52?2B;12? 3<? . 123.B9A21 ?056A20A
;46;22? /2 F<;1;6;2AF
1.F@
3?<: A52 1.A2 <3 A52 123.B9A A2?:6;.A6<;
+=<; 3.69B?2 <3 A52 ?056A20A
; 46;22? A< @B/:6A 56@
A2?:6;.A6<; 09.6: D6A56; A52 A6:2 .99<D21 A52 <;A?.0A6;4 %33602? :.F @ B/720A A< .;F ?2C62D
?2>B6?21 /F A52 6@A?60AM@ =?<021B?2@ 6; 23320A .@ <3 A52 1.A2 <3 2E20BA6<; <3 A52 <;A?.0A
12A2?:6;2 <; A52 /.@6@ <3 6;3<?:.A6<; .C.69./92 A< 56:
52? A52 .:<B;A 6 3 .;F 1B2 A< A52
?056A20A
;46;22? /F ?2.@<; <3 A52 A2?:6;.A6<; .;1 @5.99 A52?2B=<;=.F A< A52 ?056A20A
;46;22?
A52 .:<B;A @< 12A2?:6;21
)B/720A A< A52 =?<C6@6<;@ <3 )20A6<; ./<C2 .;1 @B/720A A< .;F ?2C62D ?2>B 6?21 /F A52
6@A?60AM@ =?<021B?2@ 6; 23320A .@ <3 A52 1.A2 <3 2E20BA6<; <3 A52 <;A?.0A A 5 2 ? 0 5 6 A 2 0 A
;46;22? .;1 <;A?.0A6;4 %33602? :.F .4?22 B=<; A52 D5<92 <? .;F =.?A <3 A52 .:<B;A <?
.:<B;A@ A< /2 =.61 A< A52 ?056A20A
;46;22? /F ?2.@<; <3 A52 A<A.9 <? =.?A6 .9 A2?:6;.A6<; <3
@2?C602@ =B?@B.;A A< A56@ ?A6092 D5605 .:<B;A <? .:<B;A@ :.F 6;09B12 . ?2 .@<;./92 .99<D.;02
3<?=?<36A<; @2?C602@0<:=92A21 =?<C6121 A5.A@B05 .4?221.:<B;A <? .:<B;A@ 2E09B@6C2 <3
@2AA92:2;A 0<@A@ @5.99 ;<A 2E0221 A52 A<A.9 <;A?.0A =?602 .@ ?21B021 /F A 52 .:<B;A <3
=.F:2;A@ <A52?D6@2 :.12 .;1 .@ 3B?A52? ?21B021 /F A52 <;A?.0A =?602 <3 .;F @2?C602@ ;<A
A2?:6;.A21
*52 <;A?.0A @5.99 /2 .:2;121 .00<?16;49F .;1 A52 ?056A20A
;46;22? @5.99 /2
=.61A52.4?221 .:<B;A
$<A56;46; )20A6<;/29<D =?2@0?6/6;4 A52 .:<B;A A</2=.61A< A52
?056A20A
;46;22? 6; A52 2C2;A <3 3.69B?2 <3 A52 ?056A20A
;46;22? .;1 A52 <;A?.0A6;4 %33602?
A< .4?22 B=<; A52 D5<92 .:<B;A A< /2 =.61 A< A52 ?056A20A
;46;22? /F ?2.@< ; <3 A52
A2?:6;.A6<; <3 @2?C602@ =B?@B.;A A< A56@ ?A6092 @5.99 /2 122:21 A< 96:6A ?2@A?60A <? <A52?D6@2
12A2?:6;2 <? 23320A A52 .:<B;A <? .: <B;A@ D5605 :.F /2 .4?221 B=<; A< /2 =.61 A< A52
?056A20A
;46;22?=B?@B.;AA< A56@ =.?.4?.=5
; A52 2C2;A <3 A52 3.69B?2 <3 A52 ?056A20A
;46;22? .;1 A52 <;A?.0A6;4 % 33602? A< .4?22 .@
=?<C6121 6; )20A6<; ./<C2 B=<; A52 D5<92 .:<B;A A< /2 =.61 A< A52 ?056A20A
;46;22? /F
?2.@<; <3 A52 A2?:6;.A6<; <3 @2?C602@=B?@B.;A A< A56@ ?A6092 A52 <;A? .0A6;4 %33602? @5.99
@B/720A A< .;F ?2C62D ?2>B6?21 /F A52 6@A?60AM@ =?<021B?2@ 6; 23320A .@ <3 A52 1.A2 <3
2E20BA6<; <3 A52 <;A?.0A 12A2?:6;2 <; A52 /.@6@ <3 6;3<?:.A6<; .C.69./ 92 A< 56:
52? A52
.:<B;A 63 .;F 1B2 A52 ?056A20A
;46;22? /F ?2.@<; <3 A52 A2?:6;.A6<; .; 1 @5.99 =.F A< A52
?056A20A
;46;22? A52 .:<B;A@ 12A2? :6;21 /F A52 <;A?.0A6;4 %33602? . @ 3<99<D@ /BA D6A5<BA
1B=960.A6<;<3.;F.:<B;A@.4?221 B=<;6;.00<?1.;02D6A5 )20A6<; ./<C2
. -6A5 ?2@=20A A< .99 <;A?.0A D<?8 =2?3<?:21 =?6<? A< A52 23320A6C2 1.A2 < 3A 5 2$ < A 6 0 2< 3
*2?:6;.A6<;A52A<A.9D6A5<BA1B=960.A6<;<3.;F6A2:@<3
6 *52 0<@A<3 @B05 @2?C602@
66 *52 0<@A <3 @2AA96;4 .;1 =.F6;4 09.6:@ .?6@6;4 <BA <3 A52 A2?:6;.A6<; <3@2?C602@
B;12? @B/0<;A?.0A@ <? <?12?@ .@ =?<C6121 6; )20A6<; 2 ./<C2 2E09B@6C2 <3 A52
.:<B;A@ =.61 <? =.F./92 <; .00<B;A <3 @B==962@ <? :.A2?6.9@ 1296C2?21 <? @2 ?C602@
3B?;6@521 /F A52 @B/0<;A?.0A<? =?6<? A< A52 23320A6C2 1.A2 <3 A52 $<A602 <3
*2?:6;.A6<; <3 D<?8 B;12? A52 <;A?.0A D5605 .:<B;A@ @5.99 /2 6;09B121 6;A52
0<@A <; .00<B;A <3 D5605 =.F:2;A 6@ :.12 B;12? <; )20A6<; .6 ./<C2 .;1
666 @B: .@ =?<36A <; )20A6<; .6 ./<C2 12A2?:6;21 /F A52 <;A?.0A6 ;4 %33602? A<
/2 3.6? .;1 ?2.@<;./92 =?<C6121 5<D2C2? A5.A 63 6A .==2.?@ A5.A A5 2 ? 0 5 6 A 2 0 A
;46;22? D<B91 5.C2 @B@A.6;21 . 9<@@ <; A52 2;A6?2 <;A?.0A 5.1 6A /22; 0<:= 92A21
;< =?<36A @5.99 /2 6;09B121 <? .99<D21 B;12? A56@ @B/=.?.4?.=5 .;1 .; .==?< =?6.A2
.17B@A:2;A @5.99 /2 :.12 ?21B06;4 A52 .:<B;A <3 A52 @2AA92:2;A A< ?23920A A 52
6;160.A21 ?.A2 <3 9<@@ .;1 =?<C6121 3B?A52? A5.A =?<36A @5.99 /2 .99<D21 < ;9F <;
=?2=.?.A6<;@ :.12 .;1 @2?C602@ =2?3< ?:21 /F A52 ?056A20A
;46;22? 3< ?A 5 2
A2?:6;.A21 =<?A6<; <3 A52 <;A?.0A <?A.@8<?12?/BA :.F ;<A /2 .99<D2 1< ;A 5 2
?056A20A
;46;22?M@ @2AA92:2;A 2E =2;@2@
;A606=.A<?F =?<36A@ .;1 0< ;@2>B2;A6.9
1.:.42@ @5.99 ;<A /2 .99<D21
;F ?2.@<;./92 :2A5<1 :.F /2 B@21 A< .??6C2 .A .
3.6?=?<36A@2=.?.A29F<?.@ =.?A<3A52 D5<92@2AA92:2;A
/ *52 ?2.@<;./92 0<@A <3 A52 =?2@2?C.A6 <; .;1 =?<A20A6<; <3 =?<=2?AF 6;0B ??21 =B?@B.;A A<
)20A6<; 6 .;1 .;F <A52? ?2.@<;./92 0<@A 6;0612;A.9 A< A2?:6;.A6<; <3 @ 2?C602@B;12?
A52 <;A?.0A 6;09B16;4 2E=2;@2 6;0612;A.9 A< A52 12A2?:6;.A6<; <3 .:<B;A 1B2 A< A52
?056A20A
;46;22? .@ A52?2@B9A<3A52 A2?:6;.A6<;<3 D<?8 B;12?A52 <;A?.0A
*52 A<A.9 @B: A< /2 =.61 A< A52?056A20A
;46;22? B;12? )20A6<; . ./<C 2 @5.99 ;<A 2E0221
A52 A<A.9 <;A?.0A =?602 .@ ?21B021 /F A52 .:<B;A <3 =.F:2;A@ <A52?D6@2 :.1 2 .;1 .@
3B?A52? ?21B021 /F A52 <;A?.0A =?602 <3 @2?C602@;<A A2?:6;.A21
E02=A 3<? ;<?:.9 @=<69.42
.;1 2E02=A A< A52 2EA2;A A5.A A52 6@A? 60A @5.99 5.C2 <A52?D6@2 2E=?2@@9F . @@B:21 A52 ?6@8<3
9<@@ A52?2 @5.99 /2 2E09B121 3?<: A52 . :<B;A@ =.F./92 A< A52 ?056A20A
; 46;22? B;12?
)20A6<; . ./<C2 A52 3.6? C.9B2 .@ 12A2?:6;21 /F A52 <;A?.0A6;4 %3360 2? <3 =?<=2?AF D5605
6@ 12@A?<F21 9<@A @A<92; <? 1.:.421 @< .@ A< /20<:2 B;1296C2?./92 A< A52 6@A?60A
*52 ?056A20A
;46;22? @5.99 5.C2 A52 ?645A <3 .==2.9 B;12? ?A6092 52? 26; 3?<: .;F
12A2?:6;.A6<; :.12 /F A52 <;A?.0A6;4 % 33602? B;12? )20A6<;@ <? ./<C2 2E02=A A5.A 63
A52 ?056A20A
;46;22? 5.@ 3.6921 A< @B/:6A 6A@ 09.6: D6A56; A52 A6:2 =?< C6121 6; )20A6<;
./<C2 .;1 5.@ 3.6921 A< ?2>B2@A 2EA2;@6<; <3 @B05 A6:2 A52 ?056A20A
;46 ;22? @5.99 5.C2
;< @B05 ?645A <3 .==2.9
; .;F 0.@2 D52?2 A52 <;A?.0A6;4 %33602? 5.@ :.12 . 12A2?:6;.A6<;
<3 A52 .:<B;A 1B2 B;12? )20A6<;@ <? ./<C2A526@A?60A@5.99=.FA< A52?056A20A
;46;22?
A523<99<D6;4
. 3 A52?2 6@ ;< ?645A <3 .==2.9 52?2B;12? <? 63 ;< A6:29F .==2.9 5.@ /22; A.8 2; A52
.:<B;A@<12A2?:6;21 /FA52<;A?.0A6;4 %33602?<?
/ 3.;.==2.95.1/22;A.82;A52.:< B;A 36;.99F12A2?:6;21<; @B05.==2.9
;.??6C6;4.AA52.:<B;A1B2A52?056A20A
;46;22?B;12?A56@ ?A6092A52?2 @5.99 /2 121B0A21
. .99 B;96>B61.A21 .1C.;02 <? <A52? =.F:2;A@ <; .00<B;A A52?2A<3<?2 :.12 A< A52 ?056A20A
;46;22? .==960./92A<A52 A2?:6;.A21 =<?A6<;<3 A52 <;A?.0A <?A. @8<?12?
/ .;F 09.6: D5605 A52 6@A?60A :.F 5.C2 .4.6;@A A52 ?056A20A
;46;22? 6; 0<;;20A6<;
D6A5A52<;A?.0A.;1
0 A52.4?221=?6023<?<?A52=?<0221@<3@.92<3.;F:.A2?6. 9@@B==962@<?<A52?A56;4@
82=A/FA52?056A20A
;46;22?<?@<91=B?@B.;AA<A52=?<C6@6 <;@<3A56@?A6092.;1;<A
<A52?D6@2?20<C2?21/F<? 0?216A21A<A526@A?60A
3 A52 A2?:6;.A6<; 52?2B;12? /2 =.?A6.9 =?6<? A< A52 @2AA92:2;A <3 A52 A2? :6;.A21 =<?A6<; <3
A52 <;A?.0A <?A.@8<?12? A52 ?0 56A20A
;46;22? :.F 3692 D6A5 A52 <;A?.0A6;4 %33602? .
?2>B2@A 6; D?6A6;4 3<? .; 2>B6A./92 .17B@A:2;A <3 A52 =?602 <? =?602@ @=206 3621 6; A52 <;A?.0A
?29.A6;4 A< A52 0<;A6;B21 =<?A6<; <3 A5 2 <;A?.0A A52 =<?A6<; ;<A A2?:6;. A21 /F A52 $<A602
<3 *2?:6;.A6<; .;1 @B05 2>B6A./92 .17B@A:2;A .@ :.F /2 .4?221 B=<; @5.99 /2 :.12 .A
@B05 =?602 <? =?602@ 5<D2C2? ;<A56 ;4 0<;A.6;21 52?26; @5.99 96:6A A52 ?6 45A <3 A52 6@A?60A
.;1 A52 ?056A20A
;46;22? A< .4?22 B=<; A52 .:<B;A <? .:<B;A@ A< /2 =.61 A< A52
?056A20A
;46;22? 3<? A52 0<:=92A6<; <3 A52 0<;A6;B21 =<?A6<; <3 A52 <; A?.0A D52; @.61
<;A?.0A 1<2@ ;<A 0<;A.6; .; 2@A./96@521 <;A?.0A =?6023<?@B05 0<;A6; B21=<?A6<;
*52 6@A?60A :.F 3?<: A6:2 A< A6:2 B;12? @B05 A2?:@ .;1 0<;16A6<;@ .@ 6A :.F =?2@0?6/2
:.82 =.?A6.9 =.F:2;A@ .4.6;@A 0<@A@ 6;0B??21 /F A52 ?056A20A
;46;22? 6 ; 0<;;20A6<; D6A5
A52 A2?:6;.A21 =<?A6<; <3 A52 <;A?.0A <? A.@8 <?12? D52;2C2? 6; A52 < =6;6<; <3 A52
<;A?.0A6;4 %33602? A52 .44?24.A2 <3 @B05 =.F:2;A@ @5.99 /2 D6A56; A52 .:< B;A A< D5605 A52
?056A20A
;46;22? D699 /2 2;A6A921 52?2B;12?
3 A52 A<A.9 <3 @B05 =.F:2 ;A@ 6@ 6; 2E02@@ <3
A52 .:<B;A 36;.99F .4?221 <? 12A2?:6;21 A< /2 1B2 B;12? A56@ ?A6092 @B05 2 E02@@ @5.99 /2
=.F./92 /F A52 ?056A20A
;46;22? A< A52 6@A?60A B=<; 12:.;1 A<42A52? D 6A5 6;A2?2@A 6;
.00<?1.;02D6A5A52'B608&.F:2; A0A
%33606.9<12H
%$"
+;92@@ <A52?D6@2 =?<C6121 6; A52 <;A ?.0A <? /F .==960./92 @A.ABA2 A52 ? 056A20A
;46;22?
3?<: A52 23320A6C2 1.A2 <3 A2?:6;.A6<; .;1 3<? . =2?6<1 <3 A5?22 F2.?@ . 3A2? 36;.9
@2AA92:2;A B;12? A52 <;A?.0A @5.99 =?2@2?C2 .;1 :.82 .C.69./92 A< A52 6 @A?60A .A .99
?2.@<;./92 A6:2@ .A A52 <33602 <3 A52 ?056A20A
;46;22? /BA D6A5<BA 16? 20A 05.?42 A< A52
6@A?60A .99 6A@ /<<8@ ?20<?1@ 1<0B:2;A@ .;1 <A52? 2C612;02 /2.?6;4 <; A52 0<@A@ .;1
2E=2;@2@ <3 A52 ?056A20A
;46;22? B;12? A52 <;A?.0A .;1 ?29.A6;4 A< A 52 @2?C602@
A2?:6;.A2152?2B;12? <?A<A522EA2;A .==?<C21 /F A52 <;A?.0A6;4 %33602? =5<A<4?.=5@.;1
<A52?.BA52;A60 ?2=?<1B0A6<;@A52?2<3
F C6?AB2 <3 . *2?:6;.A6<; 3<? <;C2;62;02 A52 ?056A20A
;46;22? @5.99 ;<A /20<:2 2;A6A921
A< =.F:2;A 3<? 12320A6C2 @2?C602@ 1236062;A @2?C602@ ?2720A21 @2?C602 @ <? @2?C602@ ;<A 6;
.00<?1.;02 D6A5 A52 =9.;@<? @=206360.A6<;@ @2A 3<?A5 6; A52 <;A?.0A
%'
&#('&
1:1>-88D 99 16@=BA2@ .?6@6;4B;12?<? ?29.A6;4 A< A52<;A?.0A@5.99/2 ?2@<9 C21.@ =?<C6121
52?26;
8-59?.D@41>/45@1/@:35:11>-3-5:?@@415?@>5/@
9.6:.@B@216;A56@)20A6<;<3?A6092:2.;@. D?6AA2;.@@2?A6<;/FA52?056A20A
;46;22?
@2286;4 .@ . :.AA2? <3 ?645A A52 =.F:2;A <3 :<;2F 6; . @B: 02?A.6; A52 .17B@A:2;A <?
6;A2?=?2A.A6<; <30<;A?.0AA2?:@ <? <A52? ?29623 .?6@6;4B;12?<? ?2 9.A6;4A< A52<;A?.0A
09.6:
.?6@6;4B;12?. 0<;A?.0AB;9682. 09.6:?29.A6;4A<A5.A0<;A?.0A6@. 09.6: A5.A 0.; /2 ?2@<9C21
B;12?. 0<;A?.0A 09.B@2A5.A=?<C612@3<? A52?29623@<B45A/FA52 09.6:.;A
. 9909.6:@/FA52?056A20A
;46;22?.4.6;@AA52 6@A?60A.?6@6;4B;12?<? ?29.A6;4 A< A52
<;A?.0A@5.99 /2 6; D?6A6;4 .;1 @5.99 /2 @B/:6AA21 A< A52<;A?.0A6;4% 33602? 3<? .
1206@6<;
/ -6A56;
1.F@.3A2??2026=A<3. 09.6: A52 <;A?.0A6;4%33602 ?@5.996@@B2 . 1206@6<;
D52;2C2?=<@@6/92A.86;46;A<. 00<B;A3.0A<?@ @B05.@ A52 @6G2.;1 0<:=92E6AF <3 A52
09.6: .;1 A52 .12>B.0F <3 A52 6;3<?:.A6<; 6; @B==<?A <3 A52 09.6:= ? < C 6 1 2 1 / F A 5 2
?056A20A
;46;22?
0 ;F3.69B?2/FA52<;A?.0A6;4 %33602?A<6@@B2 . 1206@6<;<; . < ;A?.0A 09.6: D6A56;A52
?2>B6?21A6:2 =2?6<1@5.99/2122:21A< /2 . 12;6.9<3 A52 09.6: .;1@5.99 .BA5<?6G2 A52
0<::2;02:2;A <3.;.==2.9<;A5209.6:.@ <A52?D6@2=?<C6121
6 3 A52 ?056A20A
;46;22? 6@ B;./92 A< @B==<?A .;F =.?A <3 6A@ 09 .6: .;1 6A 6@
12A2?:6;21A5.AA526;./696AF6@. AA?6/BA./92A<. :.A2?6.9:6@? 2=?2@2;A.A6<; <33.0A
<? 3?.B1 <; A52 =.?A <3 A52 ?056A20A
;46;22? A52 ?056A20A
;46;22? @5.99 /2
96./92A<A526@A?60A3<?.;.: <B;A2>B.9 A<A52B;@B==<?A21=. ?A<3A5209.6:6;
.116A6<; A< .99 0<@A@A< A52 6@A?60A.AA?6/BA./92A<A520<@A<3?2 C62D6;4A5.A=.?A<3
A52 ?056A20A
;46;22?M@09.6:
66 "6./696AF B;12? A56@ @20A6<; @5.99 /2 12A2?:6;21 D6A56; @6E F2 .?@ <3 A52
0<::6@@6<; <3A52:6@?2=?2@2 ;A.A6<;<33.0A<?3?.B1
1 990<@A1.A. =?606;41.A. .;1A.@81.A.<3 09.6:@ 52?2B;12?:B @A/2 02?A63621.@
.00B?.A20<:=92A2?2>B6?21.;1;202@@.?F A< A52/2@A<3A52? 056A20A
;46;22?M@
8;<D92142.;1/29623
B?A52? .99 A.@8 <? D<?81.A. 6;A52 09.6: :B@A /2 12@0?6/21
A52?26;A<A52 @:.992@AB;6A<3D <?8<?A.@8
*52<;A?.0A6;4%33 602?:.F?2>B6?2.;F
.116A6<;.902?A6360.A6<;@12@0?6=A6<;@ <? 2E=9.;.A6<;@<3A5209.6:
2 *52=.?A62@.4?22A5.AA6:2 6@ <3A52 2@@2;02 .;1 .99 09.6:@ 52?2B; 12?:B@A/2 =?2@2;A21
A< A52 <;A?.0A6;4%33602? 3<? . 36;.9 1206@6<; D6A56; A56?AF
1.F@<3 A52 <00B??2;02<3A52
06?0B:@A.;02@46C6;4?6@2A< @B0 509.6:<? D6A56;A56?AF
1.F@ <3 D52;A52?056A20A
;46;22? 8;2D <? @ 5<B91 5.C2 8;<D; <3 A52 06?0B:@A.;02@ 46C6;4 ?6@2 A< @B05 09.6:
<A52?D6@2 0<:=2;@.A6<;3<? A5.A 09.6:6@ D.6C21
3 *52 =.?A62@.4?22A5.A A52?2@ 5.99 /2;< 09.6:@ 3<? B;./@<?/215<:2 <33602 <C2?52.1
*52 ?056A20A
;46;22?M@ 09.6:@5.99 0<;A.6;.A 92.@A A523<99<D6;4
. 12@0?6=A6<;<3A 5209.6:.;1A52.:<B;A 6;16@=BA2
/ ;F1.A.<?<A52?6;3<? :.A6<;6;@B==<?A <3A5209.6:
0 /?62312@0?6=A6<;<3A52?056A 20A
;46;22?M@ 233<?A@ A<?2@<9C2 A52 16@=BA2=?6<?A< 3696;4
A5209.6:.;1
1 *52 ?056A20A
;46;22?M@ ?2>B2@A3<? ?29623<? <A52? .0A6<;/F A52 <;A?.0A6;4%33602?
2 *52 02?A6360.A6<; <3 A52 .00B ?.0F 0<:=92A2;2@@ ?2>B6?2:2;A . ;1 ;202@@6AF <3 .99
.@=20A@<3 A52 09.6:
*52 1206@6<; <3 A52 <;A?.0A6;4 %336 02? @5.99 /2 36;.9 .;1 ;<A @B/720A A< ?2C62D B;92@@ .;
.1:6;6@A?.A6C2 .==2.9 <? .0A6<; 3<? 7B1606.9 ?2C62D 6@ A6:29F 0<::2;021 /F A52 ?056A20A
;46;22?
&2;16;4 36;.9 1206@6<; <3 .; .==2.9 .0A6<; <? 36;.9 @2AA92:2;A A52 ?056A20A
;46;22? @5.99
=?<0221 169642;A9F D6A5 =2?3<?:.;02 <3 A52 0<;A?.0A 6; .00<?1.;02 D6A5 A52 1206@6<; <3 A52
<;A?.0A6;4%33602?
8-59?.D@415?@>5/@3-5 :?@@41>/45@1/@:35:11>
9.6:.@ B@216;A56@)20A6<; < 3?A6092 :2.;@ . D?6AA2; 12:.;1 <? D?6AA2; .@@2?A6<;/F A52
6@A?60A6;09B16;4A52 <;A?.0A6;4%33602? @2286;4 .@. :.AA2?< 3?645AA52=.F:2;A<3 :<;2F6;
. @B:02?A.6;A52.17B@A:2;A<30<;A?.0AA2?:@<?<A52??29623 .?6@6;4B;12?<? ?29.A6;4A< A52
<;A?.0A
09.6:.?6@6;4 B;12?. 0<;A?.0AB;9682. 09.6:?29.A6;4 A<A5.A 0<;A?.0A 6@ . 09.6: A5.A
0.; /2 ?2@<9C21 B;12? . 0<;A?.0A 09.B@2 A5.A =?<C612@ 3<? A52 ?29623 @< B45A /F A52 09.6:.;A
$<A56;452?26; @5.99 /2 0<;@A?B21A <?2>B6?2A526@A?60AA<;<A63 FA52 ?056A20A
;46;22?=?6<?A<
A52 6@@B.;02 <3 A52 <;A?.0A6;4%33602?M@36;.9 1206@6<;
. 99 09.6:@ /F A52 6@A?60A .4.6;@A A52 ?056A20A
;46;22? .?6@6;4 B;12? <? ?29.A6;4 A< .
0<;A?.0A @5.99 /2 1206121/FA52 <;A?.0A6;4%33602? D5< @5.996@@B2 . 1206@6<;6; D?6A6;4
.;13B?;6@5. 0<=F<3 A52 1206@6<;A< A52 ?056A20A
;46;22?
/ *52 1206@6<; @5.99 /2@B==<?A21/F ?2.@<;@.;1@5.99 6;3<?:A52? 056A20A
;46;22? <36A@
?645A@
)=206360 36;16;4@<3 3.0A @5.99 ;<A /2 ?2>B6?21
*56@ 09.B@2@5.99;<A.BA5<?6G2A5 2 <;A?.0A6;4%33602?A<@2AA92 0<:=?<:6@2=.F<?
<A52?D6@2.17B@A.;F09.6: 6;C<9C6;43?.B1
*52 1206@6<; <3 A52 <;A?.0A6;4%33602?@5.99 /236;.9.;1;<A@B/72 0A A<?2C62DB;92@@.;
.1:6;6@A?.A6C2.==2.9<?.0A6<;3<?7B1606.9 ?2C62D6@ A6:29F0<: :2;021 /FA52?056A20A
;46;22?
&2;16;436;.9 1206@6<;<3.;.==2.9.0A6<;<? 36;.9@2AA92:2;A A52?056A20A
;46;22?@5.99
=?<0221169642;A9FD6A5=2?3<?:.;0 2<3A520<;A?.0A6;.00<?1.; 02 D6A5A521206@6<;<3A52
<;A?.0A6;4%33602?
*52 <;A?.0A6;4%33602?:.F2;A2? 6;A< . C<9B;A.?F2E09B@6<; .4?22:2 ;AD6A5A52?056A20A
;46;22?6; <?12?A< @2AA92 .;F 09.6 : <? 16@=BA2/2AD22; A52 =.?A62@
%'
%'!'
"!!+
!'
"!"%"%&
+;92@@ <A52?D6@2 =?<C6121 6; A52 <;A?.0A <? /F .==960./92 @A.ABA2 A52 ?056A20A
;46;22? 3?<: A52
23320A6C21.A2 <3<;A?.0A0<:=92A 6<;.;1 3<?. =2?6<1 <3A5?22 F2.?@.3A2?36;.9@2AA92:2;AB;12?A52
<;A?.0A@5.99=?2@2?C2 .;1 :.82.C.69./92A<A526@A?60A.A. 99?2.@<;./92 A6:2@.AA52<33602<3A52
?056A20A
;46;22?/BAD6A5<BA1 6?20A05.?42A< A52 6@A?60A .99 6 A@/<<8@?20<?1@ 1<0B:2;A@.;1 <A52?
2C612;02/2.?6;4<; A52 0<@A@.;12E=2;@2@ <3A52 ?056A20A
;46;22?B;12?A52 <;A?.0A
%'
")!!'
!&'"!'
!!'&
*52?056A20A
;46;22?D.??.;A @ A5.A ;< =2?@<; <?@2996;4 .42;0F 5.@ /22;2:=9<F21 <? ?2A.6;21 A< @<9606A
<? @20B?2 A52 <;A?.0A B=<; .; .4?22:2;A <? B;12?@A.;16;4 3<? . 0<::6@@6<; =2?02;A.42 /?<82?.42 <?
0<;A6;42;A 322 2E02=A6;4 /<;. 3612 2:=9<F22@ <? /<;. 3612 2@A./96@521 0< ::2?06.9 <? @2996;4 .42;062@
:.6;A.6;21 /F A52 ?056A20A
;46;22? 3<? A52 =B?=<@2 <3 @20B?6;4 /B@6;2@ @
<? /?2.05 <? C6<9.A6<; <3 A56@
D.??.;AF A52 6@A?60A @5.99 5.C2 A52 ?645A A< A2?:6;.A2 A52 <;A?.0A D6A5 <BA 96./696AF <? 6; 6A@ 16@0?2A6<; A<
121B0A 3?<: A52 <;A?.0A =?602 <? 0<;@6 12?.A6<; <? <A52?D6@2 ?20<C2? A5 2 3B99 .:<B;A <3 @B05
0<::6@@6<; =2?02;A.42/?<82?.42<? 0<;A6;42;A322
%'
"
&!"''"!
'
5?@>5/@ 9<8;D11?!;@ '; 1:125@+;92@@ . 12A2?:6;.A6<; 6@ :.12 .@ =?<C6121 52?26; ;<
<33602?<?2:=9<F22<3A526@A ?60AD699/2.1:6AA21A< .;F@5.? 2<?=.?A<3A52<;A?.0A<?A<.;F
/2;236AA5.A:.F.?6@2A52?23?<:.;1.;F 0<;A?.0A:.12/F A52 <; A?.0A6;4%33602?<? .;F6@A?60A
2:=9<F22 .BA5<?6G21 A< 2E20BA2 0<;A?.0A@ 6; D5605 A52F <? .; 2:=9<F22 <3 A52 6@A?60A D699 /2
=2?@<;.99F 6;A2?2@A21@5.99/2C<61.;1;< =.F:2;A@5.99/2 :.12 A52?2<;/F A52 6@A?60A <?.;F
<33602?A52?2<3/BAA56@=?<C6@6 <;@5.99 ;<A/20<;@A?B21A<2E A2;1A<A52<;A?.0A63:.12 D6A5 .
0<?=<?.A6<;3<? 6A@ 42;2?.9/2;236 A
6@A?60A2:=9<F22@5.99 ;<A /2. =.?AFA<. 0<;A?.0A D6A5 A52
6@A?60A.;1 D699 ;<A8;<D6;49F0 .B@2<? .99<D. /B@6;2@@ 0<;02?;<? <A52?<?4.;6G.A6<; <D;21<?
@B/@A.;A6.99F<D;21<?0<;A?<9921/F A522:=9<F22A</2 . =.?AFA<@B05. 0<;A?.0A B;92@@. D?6AA2;
12A2?:6;.A6<;5.@/22;:.12 /F A5252.1 <3 A52 =?<0B?6;4.42;0FA5.A A52?2 6@ . 0<:=2996;4
?2.@<;3<?0<;A?.0A6;4D6A5 A52 2:=9<F22@B05 .@ D52;A52 6@A?60AM @;221@ 0.;;<A ?2.@<;./9F
<A52?D6@2/2:2A6;.00<?1.;02 D6A5 &?<0B?2:2;A &?.0A602@ 0A<39
".D
%33606.9 <12@20A6<;
.;15.=A2?
<3 A52 &2?@<;;29 (24 B9.A6<;@
*52 ?056A20A
;46;22? ?2=?2@2;A@ .;10<C2;.;A@A5.A 6A =?2@2;A9F 5.@;< 6;A2?2@A .; 1 @5.99 ;<A .0>B6?2.;F
6;A2?2@A16?20A<? 6;16?20A D5605 D<B910<;3960A6; .;F :.;;2?<? 1 24?22 D6A5 A52=2?3<?:.;02<3
6A@ @2?C602@ 52?2B;12?
*52 ?056A20A
;46;22?3B?A52?0<C2;.;A@ ;< A A< 2:=9<F .;F =2?@<; 5.C6;4
@B05 8;<D;6;A2?2@A@6;A52=2?3<?:.;02<3A52<;A?.0A
:@5;9<1@5@5B1#>-/@5/1?-:0:@5
5/7.-/7#>;B5?5;:?
*52 ?056A20A
;46;22? ?20<4;6G2@A52 ;2213<?:.?82A@A< <=2?.A2 0< :=2A6A6C29F .;1 @5.99
</@2?C2 .;1 @5.99 0<:=9F D6A5 .99 .==960./92 9.D ?B92@ .;1 ?24B9.A6< ;@ =?<56/6A6;4 .;A6
0<:=2A6A6C2 =?.0A602@
*52 ?056A20A
;46;22? @5.99 ;<A 2;4.42 16 ?20A9F <? 6;16?20A9F 6;
0<99B@6<; <? <A52? .;A6 0<:=2A6A6C 2 =?.0A602@ A5.A ?21B02@ <? 296:6 ;.A2@ 0<:=2A6A6<; <?
?2@A?.6;@ A?.12
*52 6@A?60A @5.99 ?2=<?A A< A52 .==?<=?6.A2 .BA5 <?6AF .;F .0A6C6AF A5.A
2C612;02@ . C6<9.A6<;<3A52 .;A6A?B@A9.D@.;1A.82@B05<A52?3 B?A52?.0A6<;A<D56056A6@
2;A6A921 <? </964.A21B;12?A529.D
*52 ?056A20A
;46;22? @5.99 </@2?C2 .;1 0<:=9F D6A5 .99 .==960./92 9 .D ?B92@ .;1
?24B9.A6<;@ =?<56/6A6;4 8608/.08@ .;1D6A5<BA 96:6A6;4 A52 3<?24<6; 4 ?056A20A
;46;22? @5.99
;<A6=?<C612<?.AA2:=AA<=?<C612<?<332?A<=?<C612.;F8 608/.0866@<9606A.002=A <?
.AA2:=A A< .002=A .;F 8608/.08 <? 666 6;09B12 16?20A9F <? 6;16?2 0A9F A52 .:<B;A <3 .;F
8608/.08 6; A52 0<;A?.0A =?602 05.?421 /F ?056A20A
;46;22? <? . )B/0<;A?.0A<? <3 A52
?056A20A
;46;22? A< A52 6@A?60A
*52 ?056A20A
;46;22? @5.99 5.C2 6; =9.02 .;1 3<99<D
?2.@<;./92=?<021B?2@12@64;21A< =?2C2;A .;1 12A20A=<@@6/92C6<9 .A6<;@12@0?6/216; A56@
@B/=.?.4?.=56; 6A@ <D; <=2?.A6<;@.;1 16?20A /B@6;2@@ ?29.A6<;@56=@
*52 6@A?60A:.F A.82
.;F?20<B?@2.C.69./92A<6AB;12?A529.D3<? C6<9.A6<;@<3A56@ .;A6 8608/.08=?<C6@6<;
%'
"!
'"
!'%&'!'
&
;>91>9<8;D11?1:1>-88D &B?@B.;AA<&B/960".D
.@.:2;121;<3<?:2?
2:=9<F22<3A52+;6A21)A.A2@6@A?60A<? A52 6@A?60A<3 <9B:/6.
)5.99 8;<D6;49F ?2=?2@2;A A52 ?056A20A
;46;22? /23<?2 .;F 6@A?60A .42;0F A5?<B45
=2?@<;.9.==2.?.;02<? 0<::B;60.A6<; 6; 0<;;20A6<; D6A5 . :.AA2? 6;C<9 C6;4 @=206360
=.?A62@ A<A52<;A?.0AD52?2A52 3<?:2? 6@A?60A2:=9<F22=.?A60 6=.A21=2?@<;.99F.;1
@B/@A.;A6.99F6;A56@ :.AA2? D56922:=9<F21D6A5 A52 6@A?60A
)5.99 D6A56; AD< F2.?@ .3A2? A2?:6;.A6;4 6@A?60A2:=9<F:2;A8;<D 6;49F?2=?2@2;AA52
?056A20A
;46;22? /23<?2 .;F 6 @A?60A .42;0F A5?<B45 =2?@<;.9 .= =2.?.;02 <?
0<::B;60.A6<;6; 0<;;20A6<;D6A5 . :. AA2?6;C<9C6;4 @ =206360=.?A62@A< A52<;A?.0A D2?2
A52 :.AA2? D.@=2;16;4B;12?A52 <336 06.9?2@=<;@6/696AF<3 A52 3<?: 2? 2:=9<F22D6A56; <;2
F2.? =?6<? A< A2?:6;.A6<; <3 6@A?60A@2?C602
;>91>&1:5;>9<8;D11? &B?@B.;AA< &B/960 ".D
.@ .:2;121;< 3<?:2?@2;6<?
92C29 <33602? <? 3<?:2? @2;6<? 92C29 2:=9<F22 <3 A52 +;6A21 )A.A2@ 6 @A?60A <? A52 6@A?60A <3
<9B:/6.6@A?60A;.:216; <?12@ 64;.A21 /FA52 <;A?.0A6;4%33602 ?<3 A52 %33602 <3 6@A?60A
A560@ B;12?)20A6<;
1<3 *6A92
+)
)5.99 D6A56; AD< F2.?@ .3A2? A2?:6;.A6;46@A?60A2:=9<F:2;A8; <D6;49F?2=?2@2;A<?.61
0<B;@29.1C6@20<;@B9A<?.@@6 @A6;?2=?2@2;A6;4.;F <A52?=2?@<; /F=2?@<;.9=?2@2;02.A
.;F3<?:.9<? 6;3<?:.9.==2.?.;02 /23<?2.;F 6@A?60A .42;0F6; 0<;; 20A6<;D6A5 . :.AA2?
6;C<9C6;4 @=206360 =.?A62@ D52?2 A 52 3<?:2? 2:=9<F22 =.?A606=.A21 =2 ?@<;.99F .61
@B/@A.;A6.99F6;A5.A:.AA2?D56922:=9<F21 D6A5A526@A?60A
)5.99 D6A56; <;2
F2.? .3A2? A2? :6;.A6;46@A?60A2:=9<F:2;A8;<D6;49F.0A.@ .;.42;A<?
.AA<?;2F 3<? <? <A52?D6@2?2=?2@2;A .;F<;26; .;F3<?:.9<?6;3<?:. 9.==2.?.;02/23<?2<?
D6A5 A52 6;A2;AA< 6;39B2;02 :.82 .;FD?6AA2;<? <?.9 0<::B;60.A6<; <; / 25.93<3 .;F<;2 A<
56@<? 52? 3<?:2? 6@A?60A<? .42;0F <? .;F <3 6A@ <33602?@ <? 2:=9<F22@ <? 6; 0<;;20A6<;
D6A5.;F =.?A60B9.?6@A?60A:.AA2? D52A52?<? ;<A 6;C<9C6;4 . @=206 360 =.?AF D5605 6@ =2;16;4
/23<?2@B05 6@A?60A<? .42;0F <? 6; D56056A 5.@ . 16?20A.;1 @B/@A.;A6.96;A2?2@A
;:285/@;2
:@1>1?@ *52?056A20A
;46;22? ?2=?2@2;A@.;1 D.??.;A@A5.A;26A52? 6A;<?.;F<36A@
16?20A<?@<33602?@:2:/2?@=.? A;2?@<?2:=9<F22@5.@.;F6; A2?2@A;<? @5.99A52F.0>B6?2.;F
6;A2?2@A 16?20A9F <? 6;16?20A9F D5605 D<B91 <? :.F 0<;3960A 6;.;F :.;;2? <? 124?22 D6A5 A52
=2?3<?:.;02 <? ?2;12?6;4 <3 A52 @2?C602@ 52?26; =?<C6121
*52?056A20A
;46;22? ?2=?2@2;A@ .;1
D.??.;A@A5.A 6; A52 =2?3<?:.;02<3 A52 <;A?.0A ;< =2?@<; 5.C6;4@B0 56;A2?2@A<? =<@@6/92
6;A2?2@A@5.99 /22:=9<F21/F6A
$<2920A21<33606.9 <? <A52? <33602?<? 2:=9<F22<3 A52 6@A?60A;<?
.;F=2?@<;D5<@2 @.9.?F6@=.F./926; D5<92<?6;=.?A3?<:A526@A?60A*?2.@B?F @5.99 =.?A606=.A2
6; .;F 1206@6<;?29.A6;4 A<A52 <;A?.0AD5605.3320A@ 56@
52? =2?@<; .96;A2?2@A<?A52 6;A2?2@A<3
.;F0<?=<?.A6<;=.?A;2?@56=<? .@@<06.A6<;6;D560552
@52 6@16?20A9F<?6;16?20A9F 6;A2?2@A21;<?
@5.99 .;F@B05=2?@<;5.C2.;F 6;A2?2@A16?20A<?6;16?20A6; A5 2<;A?.0A<?6; A52 =?<0221@
A52?2<3
!;
5/7-/7? *52 ?056A20A
;46;22?@5.99 ;<A<332? <? ?2026C2.;F 8608/.08@<? 6; 1B02:2;A@
3?<:.;F<A52?<332?<?@B==962? :.;B3.0AB?2? <? @B/0<;A?.0A<?6 ; 0<;;20A6<; D6A5 A52<;A?.0A
*52 ?056A20A
;46;22? @5.99;<A 0<;32? <; .;F =B/9602:=9<F22 5.C6;4 <33606.9 ?2@=<;@6/696AF3<?
A52<;A?.0A.;F=.F:2;A9<.;@B/@0?6=A6<; .1C.;0212=<@6A<3:<;2F@2?C602@ <?.;FA56;4<3
:<?2A5.;;<:6;.9C.9B2
!;;:@>-/@;>9<8;D91:@ $< <33606.9<? 2:=9<F22<3 A52 6@A?60A<3 <9B:/6.D5<@21BA62@
.@ @B05 <33606.9 <? 2:=9<F22 6;09B12 :.AA2?@ ?29.A6;4 A< <? .3320A6;4 A52 @B/720A :.AA2? <3 A52
<;A?.0A @5.991B?6;4A52=2;12;0 F .;1A2?:<3A52<;A?.0A.;1
D5692@2?C6;4.@ .;<33606.9<?
2:=9<F22 <3 A52 6@A?60A<3 <9B:/6./20<:2<? /2 .;2:=9<F22 <3A52 ?056A20A
;46;22?<?
.;F2;A6AFA5.A6@. @B/0<;A?.0A<? <; A52<;A?.0A
%'
&
&& &!%# !'"
,#%&"!!
5?95??-8?.D @415?@>5/@)5<B91A520<;A6;B212:=9<F:2 ;A <3 .;F =2?@<;<? =2?@<;@6; A52
?056A20A
;46;22?M@ <?4.;6G.A6<; B;12?A52<;A?.0A/2 122:21/F A52 <;A?.0A6;4%33602? A< /2
=?27B1606.9A< A52 6;A2?2@A@ <3 A52 6@A?60A@B05 =2?@<;<? =2?@<;. @5 .99/2 6::216.A29F?2:<C21
3?<: A52 D<?852?2B;12?
*52 ?056A20A
;46;22?@5.99:.822C2?F23 3<?A6;A52 @2920A6<;<3 6A@
2:=9<F22@.;16; A52 =?<@20BA6<;<3 A52 D<?8 B;12?A52<;A?.0AA<@ .324B.?1.991?.D6;4@ .;1
@=206360.A6<;@.;1A<=?2C2;AA52A523A0<;C2?@6<;<? B;.BA5<?6G21B@2<3 A52 @.:2
%1<8-/191:@;2
1D#1>?;::18 $<@B/@A6ABA6<;@ 3<?!2F&2?@<;;29@5.99/2=2?:6AA21B;92@@
.==?<C21/FA52<;A?.0A6;4 %33602?
;F=?<=<@21?2=9.02:2;A3< ?!2F&2?@<;;29:B@A=<@@2@@
>B.96360.A6<;@ @B/@A.;A6.99F@6:69.?A< A5<@2<3A52!2F&2?@<;;29/26;4?2=9.021.;1 .?2@B/720A A<
A52 =?6<? D?6AA2; .==?<C.9<3A52<;A?.0A6;4 %33602?
;.116A6<;.AA52<;A?.0A6;4 %33602?@?2>B2@A
.A .;F A6:2 A52 ?056A20A
;46;22? @5.99 ?2:<C2 .;F !2F &2?@<;;29 <? <A52? =2?@<;;29 .;1
@B/@A6ABA2 .;<A52? 2:=9<F22 <3 A52 ?056A20A
;46;22? <? 6A@ @B/0<;A ?.0A<?@ ?2.@<;./9F
@.A6@3.0A<?FA<A52<;A?.0A6;4 %33602?
*52 <;A?.0A6;4 %33602? : .F ?2>B2@A@B05 @B/@A6ABA6<;.A
.;FA6:26; 56@
52? @<9216@0?2A6<;
5=A50-@10-9-31? ;<?12?A<:.6;A.6;=?<720A0<;A6;B6AFA526@A?60A2E=20A@A5.AA52 ?056A20A
;46;22? D699 .@@64; A52 @.:2 =?<720A :.;.42?@ A< .99 =5.@2@ <3 A52 & ? < 7 2 0 A . ; 1 A 5 . A @ B 0 5
=2?@<;;29 D699 /2 .C.69./92 A< <C2? @22 .;1 0<<?16;.A2 A52 @2?C602@ A5 ?<B45<BA A52 &?<720A
00<?16;49F A52 ?056A 20A
;46;22?M@ 12@64;.A21 !2F &2?@<;;29 @5.99 /2 @B/720A A< 96>B61.A21
1.:.42@3<?A526??2:<C.9 <??2.@@64;:2;A /FA52 ?056A20A
;46;22?
; 2.05 6;@A.;02 D52?2 A52
?056A20A
;46;22??2:<C2@<? ?2.@@64;@<;2<3 6A@ !2F &2?@<;;29/BA 2E09B16;46;@A.;02@ D52?2
@B05=2?@<;;29/20<:2B;.C.69./92 1B2A< 12.A516@./696AF <?@2= .?.A6<;3?<:A52 2:=9<F:2;A
<3A52?056A20A
;46;22? <? .;F.33696.A2<3A52?056A20A
;46;22? D6A5<BA A52 =?6<? D?6AA2; 0<;@2;A
<3 A52 <;A?.0A6;4%33602?A52? 056A20A
;46;22?@5.99 =.F A< A52 6@A?60A.; .:<B;A@2A3<?A56;
A52<;A?.0A.@ 96>B61.A211.:.42@ .;1;<A. =2;.9AFA<?26:/B?@2A52 6@A?60A3<?6A@ .1:6;6@A?.A6C2
0<@A@.?6@6;43?<:A52?056A20A
;46;22?M@ 3.69B?2A<=?<C612A 52 !2F &2?@<;;29
*523<?24<6;4
96>B61.A21 1.:.42.:<B;A @5.99;<A/.??20<C2?F<3.;F<A52? 1.:.4 2@0<@A@<? 2E=2;@2@<A52?
A5.; A52 6@A?60AM@ 6;A2?;.9.1:6;6@A?.A6C20<@A@
;.116A6<; A52 6@A?60A@5.995.C2 A52 ?645AA< /2
2E2?06@216; 6A@@<92 16@0?2A6<;A< ?2:<C2?2=9.02<?A< ?21B02 A52 )0<=2 <3 )2?C602@<3A52
?056A20A
;46;22? 6;A522C2;AA5.A. :2:/2?<3A52!2F &2?@<;;295.@/22;?2:<C21<? ?2=9.021
/F A52 ?056A20A
;46;22?D6A5<BA A520<;@2;A<3A52 6@A?60A
;A5 22C2;AA526@A?60A2E2?06@2@
A52 ?645AA< ?2:<C2 ?2=9.02<? A< ?21B02A52 )0<=2<3 )2?C602@ <3 A52 ? 056A20A
;46;22?A52
6@A?60A @5.99 5.C2 A52 ?645A A< 2;3<?02 A52 A2?:@ <3 A52 <;A?.0A .;1 A< 822= 6; =9.02 A5<@2
:2:/2?@<3 A52?056A20A
;46;22?M@ A2.: ;<A?2:<C21<? ?2=9.021.; 1 A52 ?2:.6;6;4 :2:/2?@
@5.990<:=92A2 A52 @2?C602@ ?2>B6?21 B;12?A52<;A?.0A6; 0<;7B;0A6 <;D6A5 A52 ;2D :2:/2?@<3
A52 ?056A20A
;46;22?M@A2.: .==?<C21/F A52 6@A?60A
%'
" #
!*
'% !
&'%
'"" (
*& !
%( '
"!&
1:1>-88D *52 ?056A20A
;46;22? @5.99 .A .99 A6:2@ 2E2?06@2 A52 =?<32@@6<;.9 @8699 .;1 0.?2
?2>B6?21/F)20A6<;
<3A52@2)A.;1.?1<;A?.0A&?<C6@6<;@ 6;</@2?C6;4.;10<:=9F6;4D6A5.99
9.D@0<12@ ?24B9.A6<;@<?12?@.;1 120?22@2A 3<?A5 /F.;F12=.?A:2;A.42;0F<?/?.;05<3A52
+;6A21 )A.A2@6@A?60A.;1A526 @A?60A <3 <9B:/6..==960./92A<A52@2?C602@
=A-8"<<;>@A:5@D !;:5?/>595:-@5;:5:9<8;D91:@ B?6;4A52=2?3<?:.;02<3 A 5 2
<;A?.0A A52 ?056A20A
;46;22? @5.9 9 0<:=9FD6A5 A52 =?<C6@6<;@ <3 #.F <?M@%?12? .@
6:=92:2;A21 /F *6A92 5.=A2?
I
>B.9
:=9<F:2;A %==<?AB;6AF ( 2>B6?2:2;A@ 6;
<;A?.0A@ ( B4B@A
AD91>5/-:/@
#
%J ;.00<?1.;02D6A5 A52 BF :2?60.; 0A
+) 9
. 9
1.;1
E20BA6 C2
%?12?
202:/2?
(
<:=
=
.@ .:2;12 1/ F
E20BA6C2 %?12?
)2=A2:/2?
( 9
J <:=
=
A 5 2
?056A20A
;46;22? .4?22@ A5.A <;9F 1<:2@A60 0<;@A?B0A6<; :.A2?6.9 D 699 /2 B@21 /F A52
?056A20A
;46;22? @B/0<;A?.0A<?@ :.A2?6.9 :2; .;1 @B==962?@6; A52 =2?3<?:.;02<3 A52
<;A?.0A 2E02=A 3<? ;<; 1<:2@A60:. A2?6.996@A216;A52<;A?.0A
$% $%#&%
%#
JL<;@A?B0A6<; :.A2?6.9L :2.;@ .;F .?A6092 :.A2?6.9 <?
@B==9F /?<B45A A< A52 0<;@A?B0A6<; @6A2 3<? 6;0<?=<?.A6<; 6; A52 /B6916;4 <? D<?8
;
B;:.;B3.0AB?210<;@A?B0A6<;:.A2?6 .96@ . K1<:2@A60 0<;@A?B0A6<; :. A2?6.9L63 6A5.@ /22;
:6;21<? =?<1B0216;A52 +;6A21)A.A2@
:.;B3.0AB?21 0<;@A?B0A6<;:.A2?6.96@ . K1<:2@A60
0<;@A?B0A6<;:.A2?6.9L63 6A 5.@ /22;:.;B3.0AB?21 6;A52+;6A21)A.A2@.;163A52 0<@A<3 6A@
0<:=<;2;A@ D5605 5.C2 /22; :6;21 =?<1B021 <? :.;B3.0AB?21 6; A52 +;6A21 )A.A2@
2E0221@
=2?02;A <3 A52 0<@A <3 .99 6A@ 0<:=<;2;A@
K<:=<;2;AL :2.; @ .;F .?A6092
:.A2?6.9 <?@B==9F16?20A9F6;0<?=<?.A216;. 0<;@A?B0A6<;:.A2?6.9
$%
! % J0<:=<;2;A @5.99/20<;@612?21A<5.C2 /22;K:6;21=?<1B021 <?
:.;B3.0AB?216;A52+;6A21)A.A2@L?24.?192@@ <3 6A@ @<B?026;3. 0A63A52.?A6092:.A2?6.9 <?
@B==9F6;D56056A6@6;0<?=<?.A21 D.@ :.;B3.0AB?21 6;A52+;6A21 )A.A2@.;1A52 0<:=<;2;A
6@ <3 . 09.@@ <? 86;1 12A2?:6;21/FA52 6@A?60AA< /2 ;<A :6;21 =?<1B021<? :.;B3.0AB?21 6;
A52 +;6A21 )A.A2@ 6; @B336062;A .;1 ?2.@<;./9F .C.69./92 0<::2?06.9 >B.;A6A62@ .;1 <3 .
@.A6@3.0A<?F>B.96AF
#
%#
I -52;@A229:.A2?6.9@ .?2 B@216; . =?<720A. :6;6:.9B@2 <3 3<?264; @A 229
6@=2?:6AA21
*520<@A<3@B05:.A2?6.9@ 0.;;<A2E0221<; A2;A5< 3<;2=2?02;A <3A52A<A.9
=?<720A0<@A<?
D56052C2? 6@ 4?2.A2?
&1>B5/1;:@>-/@/@
*52 ?056A20A
;46;22? .4?22@ A 5.A A52 D<?8 =2?3<?:21 B;12? A56@
<;A?.0A @5.99 /2 @B/720AA< A52 )2?C602<;A?.0A 0A
+
)
%$"
*52D.42?.A2@
.==960./92A< A56@&?<720A@5.99/2.AA.0521.@.;2E56/6AA<A5 2<;A?.0A
*52?056A20A
;46;22?
3B?A52?.4?22@ A5.A6A.;1.99<36 A@@B/0<;A?.0A<?@@5.990<:=9 F D6A5 A52 ?24B9.A6<;@ 6:=92:2;A6;4
A52)2?C602<;A?.0A 0A.;1@B05?24B9.A6<;@ .?2 52?2/F 6;0<?=<?.A21 /F ?232?2;02
-8?18-59? /@ *52 ?056A20A
;46;22? @5.99 /2 4<C2?;21 /F .99 9.D@ .;1 ?24B9.A6<;@
=?<56/6A6;43.9@2<? 3?.B1B92;A@A.A2:2;A@.;109.6:@:.12A<A 524<C2?;:2;A6;09B16;4A52
=?2@0?6=A6<;@ @2A 3<?A5 6; 6@A?60A<3 <9B:/6.<12H
.;1 HH
2A@2>
%'
##"
!' !'"''"%!,
*52 ?056A20A
;46;22?1<2@52?2/F 6??2C<0./9F12@64;.A2.;1.== <6;AA5292?8<3A52)B=2?6<?<B?A<3
A52 6@A?60A.;156@ @B002@@<?@6; <33602.@ A52 A?B2.;1 9.D3B9.AA< ?;2F<3A52?056A20A
;46;22? 3<?A52
=B?=<@2<3 ?2026C6;4 @2?C602<3 .99 ;<A602@ .;1 =?<02@@2@6@@B21/F .; F 0<B?A 6; A526@A?60A.@D299 .@
@2?C602<3 .99 =92.16;4@.;1 <A52? =.=2?@6; ?29.A6<; A<.;F .0A6<; <? 924.9 =?<02216;4.?6@6;4 <BA <3 <?
=2?A.6;6;4A< A52 <;A?.0A<? A52 D<?8 ?2>B6?21<? =2?3<?:2152?2B;12?
*52?056A20A
;46;22?2E=?2@@9F .4?22@ A5.AA52C.9616AF<3.;F @2?C602B=<;A52@.61 92?8.@ 52?26;
.BA5<?6G21@5.99;<A/2.3320A2126 A52? /FA523.0AA5.AA52?0 56A20A
;46;22?D.@=2?@<;.99FD6A56;A52
6@A?60A<3<9B:/6..;1<A52?D6 @2@B/720AA<=2?@<;.9 @2?C602. AA52A6:2<3@B05@2?C602B=<; A52@.61
92?8<? /FA523.0AA5.AA52?0 56A20A
;46;22?3.6921A<?2026 C2. 0<=F<3@B05=?<02@@;<A602=92.16;4
<? <A52?=.=2? @< @2?C21B=<;A52 @.61 92?8=?<C6121A5.A@.61 92? 8@5.99 5.C212=<@6A21 6; A52 +;6A21
)A.A2@ :.69 02?A63621 .;1 =<@A.42 =?2=.61 . 0<=F <3 @B05 =?<02@@ ; <A602 =92.16;4 <? <A52? =.=2?@
.11?2@@21A< A52 ?056A20A
;46;22?.A A52 .11?2@@ @A.A21 6; A52 <;A?. 0A
%'
! !
'
"!
)5;8-@5;:;2 -C?%13A8-@5;:?&<1/525/-@5;:?-:0>1-/4;2 ;:@>-/@ 3 A52 ?056A20A
;46;22?C6<9.A2@.;F9.D@?24B9 .A6<;@0<12@<? 6;1B@A?F@A.;1 .?1@ ?29.A6;4A<A52&?<720AA52
?056A20A
;46;22?@5.99A.82=?< :=A.0A6<;A<0<??20A<?./.A2 @B05 C6<9.A6<;.;1 @5.996;12:;63F
.;1 5<91A52 6@A?60A<3<9B:/6..;16A@ <33606.9@<33602?@ .42;A@ .;12:=9<F22@A522=.?A:2;A
.;1 6A@ 0<;@B9A.;A@?2=?2@2;A.A6C2@ .42;A@@2?C.;A@ .;1 2:=9<F22@ 5.?:92@@.4.6;@A .;F.;1
.9909.6:@<?96./696AF1.:.42@ 36;2@=2;.9A62@ A56?1 =.?AF09.6:@@B6A@.D.?1@.0A6<;@0.B@2@ <3
.0A6<; <? 7B14:2;A@ 6;09B16;4 /BA ;<A 96:6A21 A< ?2.@<;./92 .AA<?; 2F@ 322@ .;1 0<@A@ 6;0B??21
A52?2B;12? .?6@6;4 3?<: <? /.@21<; A52 C6<9.A6<; <3 .;F @B05 9.D 0<12 ?24B9.A6<; 0<12@ <?
6;1B@A?F @A.;1.?1@ <?12? <? 120?22 6; =2?3<?:.;02 <3 A52 <;A?.0A @2?C602@ D52A52? /F A52
?056A20A
;46;22? .; 2:=9<F22 <? .42;A <3 A52 ?056A20A
;46;22 ? .;F =2?@<; 36?: <?
0<?=<?.A6<; 2:=9<F222;4.421 /F A52 ?056A20A
;46;22? <? 0<;A?.0AB .99F .@@<06.A21 D6A5 A52
?056A20A
;46;22? 6; A52 =2?3<?:.;02 <3 <? 6; 0<;;20A6<; D6A5 A52 )2? C602@ 0<;A2:=9.A21 <?
=2?3<?:21 B;12? A52 <;A?.0A
3 A52 ?056A20A
;46;22? /?2.052@ A 52 A2?:@ <3 A56@ <;A?.0A
6;09B16;4A52@<9606A.A6<; 92AA2? 0<;A?.0A@A.;1.?10<;A?.0A=? <C6@6<;@ 16?20A6C2@@=206360.A6<;@
:.;B3.0AB?2?M@@=206360.A6<;@.;1A52 (
&A52?056A20A
;46;2 2? @5.99 6;12:;63F.;1 5<91 A52
2=.?A:2;A .;1 6A@ 0<;@B9A.;A@ ? 2=?2@2;A.A6C2@ .42;A@ @2?C.;A@ .;1 2:=9<F22@ 5.?:92@@
.4.6;@A .;F 1.:.42@ 36;2@ =2;.9A62@ 09.6:@ @B6A@ .D.?1@ .0 A6<;@ 0.B@2@ <3 .0A6<; <?
7B14:2;A@ 6;09B16;4/BA ;<A 96:6A21A< ?2.@<;./92.AA<?;2F@ 322@ .; 10<@A@6;0B??21 A52?2B;12?
A5.A ?2@B9A 3?<: @B05/?2.05
#>;21??5;:-8&1>B5/1? *<A523B992@A 2EA2;A=2?:6AA21 /F 9.DA52?056A20A
;46;22? @5.99 1232;1
6;12:;63F.;1 5<915.?:92@@A522 =.?A:2;A.;1 A52 2=.?A:2;AM@ 0<; @B9A.;A@.;1 .42;A@.;1
2:=9<F22@3?<:.;1 .4.6;@A09.6:@ 1.:.42@9<@@2@ .;1 2E=2;@2@6; 09B16;4/BA ;<A 96:6A21 A<
?2.@<;./92.AA<?;2F@M322@ .?6@6;4 <BA<3<??2@B9A6;43?<:=2?3 <?:.;02<3A52 @2?C602@=?<C6121
A5.A @B05 09.6: 1.:.429<@@<? 2E=2;@26@.AA?6/BA./92A</<169F6;7B?F@608;2@@ 16@2.@2<?12.A5
<?A<6;7B?FA<<? 12@A?B0A6<;<3 A.;46/92 =?<=2?AF<A52?A5.; A52 -<?86A@293/BA<;9FA<A522EA2;A
0.B@21/FA52;249642;A .0A@ <? <:6@@6<;@<3 A52 ?056A20A
;46;22? . 0<;@B9A.;A<?@B/0<;A?.0A<?
.;F<;2 16?20A9F <? 6;16?20A9F 2:=9<F21 /F A52: <? .;F<;2 3<? D5<@2 .0A@ A52F :.F /2 96./92
?24.?192@@<3D52A52?<? ;<A@B05 09.6: 1.:.429<@@<?2E=2;@2 6@0.B@216; =.?A /F . =.?AF
6;12:;63621 52?2B;12?
!;:#>;21??5;:-8&1>B5/1? ; .116A6<; <A52? A5.; 09.6:@ .?6@6;4 <BA <3 A52 =2?3<?:.;02 <3
=?<32@@6<;.9 @2?C602@ A52 ?056A20A
;46;22? @5.99 1232;1 6;12:;63 F .;1 5<91 5.?:92@@ A52
2=.?A:2;A 6A@ ?2=?2@2;A.A6C2@0 <;@B9A.;A@<33602?@ .42;A@ @2?C.;A@.;12:=9<F22@ 3?<:.;1
.4.6;@A 09.6:@ 96./696A62@ 12:.;1@ 9<@@2@ 1.:.42@ 7B14:2;A@ 0<@A@ <? 2E=2;@2@ 6;09B16;4
?2.@<;./92 .AA<?;2F@M 322@ .;1 2E=2;@2@ ?20<C2?./92 B;12? .==960./9 29.DA< A52 2EA2;A @B05
09.6:@ .?2 0.B@21/F .0A@ <? <:6@@6<;@<3 A52 ?056A20A
;46;22?. 0<; @B9A.;A<?@B/0<;A?.0A<?
.;F<;2 16?20A9F <? 6;16?20A9F 2:=9<F21 /F A52: <? .;F<;2 3<? D5<@2 .0A@ A52F :.F /2 96./92
?24.?192@@ <3 D52A52?<? ;<A @B0509.6:1.:.42 9<@@<? 2E=2;@26@ 0. B@216;=.?A/F. =.?AF
6;12:;63621 52?2B;12?<? .?6@6;4<BA <3 A52 <;A?.0A @2?C602@=?<C6121A5.A@B05 09.6:@.?6@2<BA
<3 ;<; =?<32@@6<;.9@2?C602@ ?2>B6?21 B;12?A52 <;A?.0A
'45>0#->@D 5?<A@1? 6@=BA2@ /2AD22; A52 ?056A20A
;46;22? .;1 .;F @B/0<;A?.0A<?@
:.A2?6.9 @B==962?@ <? .;F <A52? A56?1 =.?A62@ <C2? =.F:2;A@ .992421 9F <D21 /F A52 ?056A20A
;46;22?A< . A56?1 =.?AF @5.99/2 ?2@<9C212E09B@6C29F/2AD22;A52 ?056A20A
;46;22?.;1A52
A56?1=.?AFA52 ?056A20A
;46;22? @5.99 =2?:6A;<=.@@ A5?<B45@ B6A@A</2/?<B45A.4.6;@AA52
6@A?60A /F . A56?1 =.?AF 6; A52 ?056A20A
;46;22?M@ ;.:2
<D2C2? ;<A56;4 52?26; @5.99 /2
0<;@A?B21A<=?2C2;AA52?056A20A
;46;22? 3?<:=.F6;4 . @B/0<;A? .0A<?M@09.6: .;1 @2286;4 .
A6:29F2>B6A./92.17B@A:2;A52?2B;12?
%'
&("!'%'"%&!"%"('&
&&"
'&!"!&( '!' &
#>5;>;:?1:@%1=A5>10
E02=A.@<A52?D6@2=?<C61216;A56@)20A6<;
A52?056A20 A
;46;22?
@5.99 ;<A 12924.A2 <? 2;A2? 6;A< .;F )B/0<;A?.0A@ 3<? A52 =2?3<?:.;02 <3 6A@ </964.A6<;@ B;12? A52
<;A?.0A 6; D5<92 <? 6; =.?A D6A5<BA <; 2.05 <00.@6<; </A.6;6;4 A 52 =?6<? D?6AA2; 0<;@2;A <3 A52
<;A?.0A6;4 %33602?
;F @B/0<;A?. 0A<?@ .;1
<? <BA@612 .@@<06.A2@ <? 0<;@B9A.;A@ ?2>B6?21 /F A52
?056A20A
;46;22?6; 0<;;20A6<;D6 A5A52)2?C602@ 0<C2?21/F A52 <;A?.0A @5.99/296:6A21A<@B05
6;16C61B.9@ <? 36?:@ .@ D2?2 @=2063 60.99F 612;A63621 6; A52 ?056A20A
;46;22?M@ D?6AA2; =?<=<@.9 .;1
.==?<C21 /F A52 6@A?60A 1B?6;4 ;24< A6.A6<;@
;F =?<=<@21 05.;42@ 6; @B05 @B/0<;A?.0A<?@
.@@<06.A2@<? 0<;@B9A.;A@@5.99 / 2 @B/720AA< A52 =?6<? D?6AA2;.==?<C.9 <3A52<;A?.0A6;4%33602?
%1=A1?@? *52 ?056A20A
;46;22? @5.99 @B/:6A A< A52 <;A?.0A6;4 %33602? 0<=62@ <3 .99 =?<=<@21
@B/0<;A?.0A@A</22;A2?216;A</FA52?056A20A
;46;22?.9<;4 D6A5 A52 ?056A20A
;46;22?M@ D?6AA2;
?2>B2@A3<?A526@A?60AM@ 0<;@2;A
99@B05 @B/0<;A?.0A@:B@A@=2063FA5.A
D<?8=2?3<?:21 /FA52@B/0<;A?.0A<? @5.99/26; .00<?1.;02D6A5 A52A2?:@ <3A52<;A?.0A
;<A56;4 0<;A.6;216;@B05@B/0<;A?.0A@5.99/20<;@A?B21A< 6:=.6?A52 ?645A@ <3 A526@A?60A B;12?
A52 <;A?.0A
A52 6@A?60AM@ 0<;@2;A A< <? .==?<C.9 <3 .;F @B/0<;A?.0A @5.99 ;<A 0?2.A2 .;F </964.A6<; <3 A52
6@A?60AA< .;F @B/0<;A?.0A<?
;<A56;4 0<;A.6;216;@B05@B/0<;A?.0A<?B;12? A52 <;A?.0A@5.9 90?2.A2.;F</964.A6<;<3 A52
6@A?60AA< .;F @B/0<;A?.0A<?
A52 6@A?60A@5.99/2 2E=?2@@9F12@64;.A21. A56?1 =.?AF/2;23606.?F<3A52 @B/0<;A?.0A
B=<; ?2>B2@A /F A52 6@A?60A .AA526@A?60AM@@<92<=A6<;.;1B=< ; ?2026=A<3D?6AA2;;<A602 3?<:
A52 6@A?60A@A.A6;4 A5.AA52 <;A?.0A /2AD22;A52 6@A?60A.;1 A52 ?056A20A
;46;22? 5.@ /22;
A2?:6;.A21 A52 @B/0<;A?.0A<? .4?22@ A5.A 6A D699 0<;A6;B2 A< =2?3< ?: 6A@ </964.A6<;@ B;12? A52
@B/0<;A?.0A3<? A52 /2;236A<3 A52 6 @A?60A 6; .00<?1.;02 D6A5 A52 A2? :@.;1 0<;16A6<;@ <3A52
<;A?.0A =?<C6121A526 @A?60A=.F@ A52@B/0<;A?.0A<?3<? A52 @2?C 602@ ?2;12?21.;1 :.A2?6.9@
=?<C6121/F A52@B/0<;A?.0A<? 3?<:.;1.3A2?A521.A2<3A52 A2?:6;.A6<; <3 A52 <;A?.0A/2AD22;
A526@A?60A.;1 A52 ?056A20A
;46;22?.A A52@.:2?.A2 <?6;A52 @ .:2 .:<B;A.@ @2A 3<?A5 6;A52
@B/0<;A?.0A 3<? @2?C602@ .;1 :.A2?6.9@.3A2?@B051.A2 <3 A2?:6;.A6<;
A52 @B/0<;A?.0A<? @5.99 /2 /<B;1 /F A52 @.:2?2>B6?2:2;A@.@ A52 ?056A20A
;46;22? 6;09B16;4
0<;3612;A6.96AF :.6;A2;.;02 .;1 =? 2@2?C.A6<; <3 ?20<?1@ .;1 .B1 6A /F 4<C2?;:2;A
?2=?2@2;A.A6C2@B;12? A52<;A?.0A .;1
A52 @B/0<;A?.0A<?.4?22@ 6 A< .@@64;.;1A?.;@32? A< A52 6@A?60A.99<3 6A@ ?645A@ A< @.92@.;1 B@2
A.E D5605 :.F /2 ?23B;121 .@ . ?2@B9A <3 . 09.6: 3<? ?23B;1 3<? .;F :.A2?6. 9@ =B?05.@21 6;
0<;;20A6<; D6A5A52@B/0<;A?.0A<? A52<;A?.0A66 A5.A<A52? A5.;.@ 16?20A21 /FA52 6@A?60A6A
D699;<A3692. 09.6:3<??23B;13<?.;F@.92@ <? B@2 A.E D5605 6@ A52 @B/720A<3 A56@ .@@64;:2;A.;1
666A5.A A52 6@A?60A6; 6A@ <D; ;.:2 <?6;A52;.:2<3@B/0<;A?.0A<?:.F 3692. 09.6:3<?. ?23B;1
<3.;F@.92@<? B@2A.E0<C2?21/FA52.@@64;:2;A
!;%18512;2 ".853-@5;:? $< =2?:6AA21 @B/0<;A?.0A @5.99 ?2 962C2 A52 ?056A20A
;46;22? <3 .;F
</964.A6<;B;12? A52<;A?.0A
*52?056A20A
;46;22? @5.99 /2.@ 3 B99F?2@=<;@6/923<? A52 .0A@ .;1
<:6@@6<;@<3 6A@ @B/0<;A?.0A<?@<? =2?@<;@26A52? 16?20A9F<?6;16?20A9F2:=9<F21/FA52:.@ 6A6@3<?A52
.0A@ .;1 <:6@@6<;@ <3 A52 ?056A20A
;46;22? <? =2?@<;@ 16?20A9F < ? 6;16?20A9F 2:=9<F21 /F A52
?056A20A
;46;22?
!;221/@ ;F=B?=<?A21 @B/0<;A?.0A6;C6<9 .A6<;<3A56@ )20A6<;<? <3.;F< A52?@20A6<;6;A52
<;A?.0A @5.99 /2 <3 ;< 3<?02 .;1 23320A
%534@@;%161/@*52 6@A?60A:.F6; 6A@@<92 16@0?2A6<;?2720A .;F <? .99 /61@ .;1=?<=<@.9@ ?2026C21
/FA52?056A20A
;46;22?3?<:.;F@B/0<;A?.0A<?3<?.;F=<?A6<;<3A52 @2?C602@.;1 :.F ?2>B6?2A52
?056A20A
;46;22? A<</A.6; ;2D<? ?2C6@21/61@ <? =?<=<@.9@<? @B/0<;A?.0A<?@
:/;><;>-@5;: .D %121>1:/1 ;F .4?22:2;A A52 ?056A20A
;46;22? :.82@ D6A5 .
@B/0<;A?.0A<? <BA@612 .@@<06.A2 <? 0<;@B9A.;A @5.99 6;0<?=<?.A2 @ =206360.99F <? /F ?232?2;02
A52?2A< 2.05 .;1 2C2?F =?<C6@6<; <3 A52 <;A?.0A A52@2 )A.;1.?1 <; A?.0A &?<C6@6<;@ A52
AA.05:2;A@ .;1 ==2;1602@ 52?2A < .;1 63 .==960./92 A52 6@A? 60AM@ )A.;1.?1 <;A?.0A
&?<C6@6<;@3<? <;@A?B0A6<; <;A?.0A@
%'
*
)%
$<D.6C2?/FA526@A?60A<?A52 ?056A20A
;46;22?<3.;F/?2. 05<3 .;F=?<C6@6<;<3A52<;A?.0A
@5.99<=2?.A2.@. D.6C2? <3@B05=?<C6@6<;<? <3A52<;A?.0A<? .@ . D.6C2? <3@B/@2>B2;A <?<A52?
/?2.052@<3A52@.:2 <? .;F <A52?= ?<C6@6<;<3 A52 <;A?.0A;<? @5.99.;F .0A6<;<? ;<; .0A6<;/F
A52 <;A?.0A6;4 %33602? <? /F A52 6@A ?60A <?A52?056A20A
;46;22?/ 2 0<;@A?B21.@ . D.6C2? <3
.;F =?<C6@6<; <3 A52 <;A?.0A <?<3 .;F /?2.05 A52?2<3 B;92@@ A52 @.:2 5.@ /22; 2E=?2@@9F
1209.?21<? ?20<4;6G21.@. D.6C2? /F A52 <;A?.0A6;4%33602?<? A52 6@A?60A <?A52?056A20A
;46;22?.@.==960./92 6;D?6A6;4
%'
#'!'!#%"#%
'%,
' &
#>5;><<>;B-8%1=A5>10 *52?056A20A
;46;22?@5.99;<AD6A5<BAA52=?6<?D?6AA2;.==?<C.9<3
A52 <;A?.0A6;4%33602?@=2063F3<? A52 &?<720A<?;202@@.?69F6:=9F A52?2>B6?21 B@2<3.;F .?A6092
=?<1B0A:.A2?6.936EAB?2 <?3<?: <30<;@A?B0A6<;A52B@2<3D56056@ 0<C2?21/F. =.A2;A <?D5605
6@ <A52?D6@22E09B@6C29F0<;A?<9921/F. =.?A60B9.?36?:<? 4?<B=<336?:@
:019:5@D *52 ?056A20A
;46;22? @5.99/2 96./92 A< .;152?2/F.4?22@ A<1232;16;12:;63F .;1
5<915.?:92@@A526@A?60A.4.6;@A.;F09.6:.0A6<;0<@A<? 7B14:2;A.4.6;@AA52 6@A?60A3<? =.A2;A
6;3?6;42:2;AA?.12:.?8C6<9.A6<;0<=F?645A C6<9.A6<;<?6;3?6;42:2;A<3?645A@6;A205;60.9 1.A.6;
.;F @F@A2:@ 4?.=5@ 05.?A@ 12@64;@ 1?.D6;4@ <? @=206360.A6<;@ 3B?;6@521 /F A52 ?056A20A
;46;22?6; A52 =2?3<?:.;02<3A52<;A?.0A
%'
'%!&%"%&&
! !'""!'%'
#>5;>;:?1:@%1=A5>10 +;92@@<A52?D6@2=?<C6121 /F 9.D ;26A52?A52<;A?.0A ;<?.;F 6;A2? 2@A
A52?26; :.F /2 A?.;@32??21<? .@@64;21/FA52 ?056A20A
;46;22? A<. ;F<A52?=.?AF D6A5<BAA52
D?6AA2; 0<;@2;A <3 A52 <;A?.0A 6;4 %33602? .;1 .;F .AA2:=A21 A?. ;@32? <? .@@64;:2;A ;<A
.BA5<?6G21/FA56@?A6 092@5.99 0<;@A6ABA2. /?2.05 <3 A52 <;A?.0A .;1 A52 6@A?60A:.F 3<? @B05
0.B@2 A2?:6;.A2 A52 <;A?.0A 3<? 1 23.B9A .;1 A2?:6;.A2 A52 ?645A <3 A52 ?056A20A
;46;22? A<
=?<02216;A52@.:2:.;;2? .@=?<C6121 6;?A6092
52?26; .;1A52 ?056A20A
;46;22?@5.99 /2
96./92 A<A52 6@A?60A3<?.;F 2E02@@0<@A<00.@6<;21A52 6@A?60AA52?2/F
;:51? *52 ?056A20A
;46;22?@5.99;<A. @@64;.;F ?645A A< .;F :<;62@ A< /2 = .61 B;12?A52
<;A?.0A D6A5<BA<; 2.05<00.@6<; </A.6;6;4A52 =?6<? D?6AA2; 0<;@2 ;A<3 A52 <;A?.0A6;4%33602?
;;<0.@2@5.99.==?<C.9/FA526@A?60A<3A52 .@@64;:2;A<3 .; F :<;62@ A< /2 =.61 B;12?A52
<;A?.0A?2962C2A52?056A20A
;46;22? 3?<:6A@</964.A6<;@52? 2B;12? <? 05.;42A52 ?2:.6;6;4
A2?:@<3A52 <;A?.0A
;F=B?=<?A21.@@64;:2;A 6; C6<9.A6<;<3A56@?A6092@5.99/2<3;<23320A
<<85/-.585@D5:-?1;2-:7>A<@/D;>
:?;8B1:/D ?2026C2? <? A?B@A226;.;F3212?.9<? @A.A2
/.;8?B=A0F 6;@<9C2;0F<?<A52?=?< 02216;4@ @5.990<:=9F D6A5 A52 ?2 >B6?2:2;A@@2A 3<?A5 6; A52
)A.;1.?1<;A?.0A&?<C6@6<;@
".853-@5;:;2>/45@1/@:35:11> *52?056A20A
;46;22?.08;<D92142@A5.AA52 )2?C602@ .?2
A52 </964.A6<; <3 A52 ?056A20A
; 46;22? .;1 A52 6@A?60A @5.99 5.C2 ; < </964.A6<; A< .002=A
=2?3<?:.;02/F. A56?1=.?AFD6A5<BAA52<;A?.0A6;4%33602?M@=?6<?.;1 2E=?2@@D?6AA2; 0<;@2;A
-58A>1@;".@-5:;:?1:@
.69B?2A< </A.6;A52=?2C6<B@ D? 6AA2; 0<;@2;A<3A52<;A?.0A6;4
%33602?A<@B05.;.@@64;:2;AA?.;@32?<?0<;C2F.;02@5.997B@A63F.AA52<=A6<;<3A52 <;A?.0A6;4
%33602? A52 ?2C<0.A6<;.;1 .;;B9:2;A<3 A52<;A?.0A
*52 6@A?60A @5.99 A52?2B=<; /2?2962C21
.;116@05.?421 3?<:.;F3B?A52?96./696AF.;1</964.A6<; A<A52 ?056A20A
;46;22? 56@ .@@64;22@
<? A?.;@32?@ .;1 A52 ?056A20A
;46;22? .;1 56@ .@@64;22@ @5.99 3<?3 26A .;1 9<@2 .99 :<;62@
A52?2A<3<?2 2.?;21 B;12?A52 <;A?.0A2E02=A @<:B05.@ :.F/2?2>B 6?21A<=.FA52 ?056A20A
;46;22?M@ 2:=9<F22@
??53:91:@.D@415?@>5/@ *56@ <;A?.0A:.F /2 .@@64;21/F A52 6@A?60AA<.;F0<?=<?.A6<;
.42;0F<?6;@A?B:2;A.96AF<3A526@A?60A 5.C6;4.BA5<?6AFA<.002=A@B05.@@64;:2;A
%'
$(
'
"!&
&53:-@;>D A@4;>5@D -:0$A-8525/-@5;:? *52 ?056A20A
;46;22? 52?2/F D.??.;A@ A5.A A52
@64;.AB?2<? @64;.AB?2@ 52?26;/23<?2.336E 21.?2 1B9F .BA5<?6G21 3B?A52?A52?056A20A
;46;22?
D.??.;A@.@ . A?B2@A.A2:2;A.;F.;1.99 @A.A2:2;A@<3>B.96360.A6<; D6A5 ?2@=20AA< /BA ;<A 96:6A21
A<=?<32@@6<;.9 @A.AB@ =?2:6@2@2:=9<F22@2E=2?62;02.;1 36;.;06. 9@A.;16;4@B05 .@ :.F/2
@2A 3<?A5 6; 1<0B:2;A@ 3B?;6@521 /F A52 ?056A20A
;46;22? <? ?2>B6?21 /F A52 6@A?60A 3<? A52
=B?=<@2<3@20B?6;4A52 6@A?60AM@ 0 <;@2;AA< 2;A2?6;A< A52<;A?. 0A
#6@?2=?2@2;A.A6<;@5.99 /2
0.B@23<?A2?:6;.A6<;3<?123.B9 A<3A52<;A?.0A.;1 @B05<A52? .0A6<;.@ :.F/2.==?<=?6.A2
6;09B16;4D6A5 96:6A.A6<; @B@=2;@6<;.;1 12/.?:2;A.;1 06C69 <? 0?6:6;.9=2;.9A62@
;;0&@-:05:3 3 A52?056A20A
;46;22?6@ .;2;A 6AFA52 ?056A20A
;46;22?6@ 2 6A52?
. ;<A
3<? =?<36A0<?=<?.A6<; <? <A52?2;A6AF12A2?:6;21A< /2 A.E 2E2:=A =B?@B.;AA< @20A6<;
0<3 A52
;A2?;.9(2C2;B2 <12 /FA52 ;A2?;.9(2C2;B2)2?C602 <? . /B@6;2@@ 0<?=<?.A6<; =.?A;2?@56=
<? <A52?/B@6;2@@ 2;A6AF1B9F <?4.;6G21C.9619F2E6@A6;4.;16;4<<1@A.;16;4B;12? A52 9.D@ <3 A52
@A.A2 <3 6A@ 6;0<?=<?.A6<; <? <?4.;6 G.A6<;
*52 ?056A20A
;46;22? @5 .99 .9@< /2 1B9F 9602;@21
>B.963621 .;1 6; 4<<1 @A.;16;46; A52 6@A?60A<3 <9B:/6.
*52?056A2 0A
;46;22?M@ 9<@@ <3 4<<1
@A.;16;46@ 4?<B;1@ 3<?*2?:6;.A6< ; 3<?23.B9AD6A5<BA96./696AFB=<;A522=.?A:2;A
A@4;>5@D@;/@ *52?056A20A
;46;22? 5.@3B99924.9 =<D2?.;1.BA5<?6AFA<2;A2 ?.;1=2?3<?:
A52 <;A?.0A .;1 =?<C612 A52 )2?C602@ D6A5<BA ?2@B9A6;46; . 123.B9AB;1 2? <? . /?2.05<? C6<9.A6<;
<3
A52 ?056A20A
;46;22?M@ 02?A 6360.A2 <? .?A6092@ <3 6;0<?=<?. A6<; <? /F9.D@ <? <A52?
<?4.;6G.A6<;.9 1<0B:2;A@ 63 .==960./92 .;F .==960./92 9.D <? .;F 9602;@2 =2?:6A <? <A52?
6;@A?B:2;A<?</964.A6<;A< D5605 A52?056A20A
;46;22?6@ ;<D. =.?AF<?/FD5605A52 ?056A20A
;46;22? :.F /2 /<B;1 <? .3320A21 .;1 A52 ?056A20A
;46;22?M@ A.E 2E2:=A @A.AB@ 63
.==960./92
13-8".853-@5;: *52 <;A?.0A5.@/22;1B9F .BA5<?6G212E20BA21.;1 1296C2?21/F A52 6@A?60A
.;1A52 ?056A20A
;46;22?/F .;1 A5?<B45=2?@<;@.BA5<?6G21A<2 E20BA2A52<;A?.0A <;A526?
?2@=20A6C2/25.93 .;10<;@A6ABA2@ A52924.9C.961.;1/6;16;4 </964.A6<;<3A526@A?60A.;1A52
?056A20A
;46;22?2;3<?02./92.4.6;@AA52 6@A?60A.;1A52?056A20A
;46;22? 6;.00<?1.;02D6A5
6A@A2?:@
!; 5@53-@5;:#>1B1:@5:3#1>2;>9-:/1 *52?26@;< 96A64.A6<;09.6:0<;@2;A<?12?@2AA92:2;A
.4?22:2;A 6;C2@A64.A6<; 05.992; 42 <? <A52? =?<02216;4 =2;16;4 < ? A5?2.A2;21 .4.6;@A A52
?056A20A
;46;22?6A@ =?<=2?A62@<? /B@6;2@@<? .;F 6;16C61B.9@.0A6;4<; A52 ?056A20A
;46;22?@
/25.936;09B16;4 D6A5<BA96:6A.A6<;@B/0<;A?.0A<?@D5605 @228 A< 2;7<6;<? =?<56/6A A52?056A20A
;46;22?3?<:2;A2?6;46;A<<? =2?3<?:6;46A@ </964.A6<;@B;12?A52 <;A?.0A
%1=A5?5@1 5/1:?A>1 -:0 $A-8525/-@5;:? *52 ?056A20A
;46;22? .;1 .99 <3 A52 2;A6A62@ .;1
6;16C61B.9@.0A6;4 <; A52 ?056A20A
;46;22?M@/25.936;09B16;4D6A5<BA96:6A.A6<; 0<;@B9A.;A@.;1
@B/0<;A?.0A<?@6; 0<;;20A6<;D6A5 A52 )2?C602@B;12?A52 <;A?.0A =<@@2@@.;1 .A.99A6:2@
1B?6;4A52A2?:<3A52<;A?.0 A@5.99=<@@2@@.999602;@2@02 ?A6360.A6<;@ >B.96360.A6<;@ <? <A52?
0?212;A6.9@.@ ?2>B6?216; .00<?1.;02D6A5 .99 .==960./92 9.D@?24B 9.A6<;@ .;1 A52 A2?:@<3 A52
<;A?.0AA< =2?3<?: A52 )2?C602@
*52?056A20A
;46;22?@5.99=?< C612 A52 6@A?60A D6A5 0<=62@
<3.999602;@2@0?212;A6.9@.;1
<? 02?A6360.A6<;@ @=20636216; A56@)20A6<; D6A56;36C2 1.F@<3
?2>B2@A /F A52 6@A?60A
%'
%
''!
!%E&*%%!',
!&'% !'
*52 ?056A20A
;46;22? 02?A6362@ A5.A6A6@ ;<A0B??2;A9F612/.? ?21 @B@=2;121 <?2E09B12166.=.?AFA<
. C<9B;A.?F 2E09B@6<;.4?22:2;A <? 666<A52?D6@22;7<6;213?<: @B/:6AA6;4/61@ <? =?<=<@.9@<; 0<;A?.0A@
3<? A52 AF=2 <3 @2?C602@ 0<C2?21/F A52 <;A?.0A ;<?6@ A52?056A20A
;46;22?.; .42;A<3 .;F =2?@<;<?
2;A6AFA5.A6@0B??2;A9F@<12/.??21 @B@=2;1212E09B121 <? <A52?D6@2 2;7<6;21
%'
%")%,"'&"*'")%! !'
*52?056A20A
;46;22?52?2/F .4?22@A5.AA522=.?A:2;A:.FB@ 2.99<?.;F=<?A6<;<3.;F=.F:2;A
0<;@612?.A6<; <? ?23B;11B2A52 ?056A20A
;46;22?B;12?A52<;A? .0AA<@.A6@3F6;D5<92<?=.?A.;F
12/A1B2A52 6@A?60A
%'
!
&'%'
)
$(
' &
;.116A6<;A<.;F<A52?96>B6 1.A211.:.42@ =?<C61213<? 6; A52 <; A?.0AA52 ?056A20A
;46;22?52?2/F
.4?22@A5.A A52
<C2?;:2;A:.F .@@2 @@.1:6;6@A?.A6C296>B61.A21 1. :.42@3<? A52?056A20A
;46;22?M@
3.69B?2A<@B/:6A D52;1B2 .;F1296C2?./92?2>B6?21/F A52 <;A?.0A
+;92@@ <A52?D6@2=?2@0?6/21/F A52
<;A?.0A6;4 %33602? A52 ?.A2 <3 A52 .1:6;6@A?.A6C2 96>B61.A211.:.42@ @5.99 /2
=2? 1.F B;A69 A52
?2>B6?211296C2?./926@ ?2026C21.;1 .002=A21/F A52 2=.?A:2;A
*52 2=.?A:2;AM@?2:2162@ 3<? 3.69B?2
A<0<:=9FD6A5A52<;A?.0AA2?:@.;1 0<;16A6<;@.?20B:B9.A6C2.;1 ;<A 2E09B@6C2
$<A56;4 52?26; @5.99 /2
0<;@A?B21 A< 96:6A A52 2=.?A:2;AM@ ./696AF A< A2?:6;.A2 A52 ?056A20A
;46;22? 3<? A52 3.69B?2 A< @B/:6A
<;A?.0A 1296C2?./92@ D52; 1B2
%'
"%
(%
3 A52 ?056A20A
;46;22? /20.B@2 <3
<?02 #.72B?2 6@ ?2;12?21 D5<99F <? =.?A9F B;./92 A< =2?3<?: 6A@
</964.A6<;@ D52; 1B2 B;12? A56@ <;A?.0A A52 ?056A20A
;46;22? :.F /2 2E0B@21 3?<: D5.A2C2?
=2?3<?:.;026@ .3320A21 /F A52
<?02 #.72B?2A< A52 2EA2;A@< .3320A21
; <?12?A< /2 2E0B@21 3?<: 6A@
=2?3<?:.;02 </964.A6<;@ B;12?A56@ <;A?.0A/F ?2.@<;<3
<?02#.72B?2D6A56; 5<B?@<3A52 <00B??2;02
<?2C2;AA52?056A20A
;46;22? :B@A=?<C612A52<;A?.0A6;4%33602?D?6AA2;;<A602<36A@ 6;./696AFA<=2?3<?:
.@D299.@. 12@0?6=A6<;<3A52
<?02#.72B?2.;16A@23320A<;<;A?.0A=2?3<?:.;02
*52 <;A?.0A6;4%33602?
D699 5.C2 A52 ?645AA< 0.B@2 A52 6;@=20A6<;<3 A52D<?8@6A2 A<12A2?:6;2 A52C.9616AF <3A52?056A20A
;46;22?M@
.@@2?A6<;<36A@6;./696AFA<=2?3<?:
3 A52<;A?.0A6;4 %33602? .4?22@A5.AA52 ?056A20A
;46;22? 6@ D5<99F <?
=.?A9FB;./92A<=2?3<?:6A@ </96 4.A6<;@B;12?A52 <;A?.0A . 1206@ 6<;D699/26@@B216;160.A6;4A522EA2;AA<
D5605A52?056A20A
;46;22?6@ 2 E0B@213?<: 6A@=2?3<?:.;02 </964 .A6<;@
; ;< 2C2;A D699A52 <;A?.0A<?
/2 2;A6A921 A< :<;2F 1.:.42@3?<: A522=.?A:2;A1B2 A<
<?02#.72B?2
Page 111 of 121
Exhibit K - Form of Lien Waiver
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
RELEASE OF LIEN
Project Name:
Contract No.:
Task Order No.:
Work Performed:
Contract Date:
Contract Amount:
Date:
Release of Liens:
The undersigned (insert Consultant/Contractor), has been paid partial payments totaling the sum of
(insert net amounts), which is _____% of the current contract value, in accordance with the contract terms
for the above referenced project, and hereby indemnifies, waives, releases and holds the District of
Columbia harmless for the above referenced project, including all claims, right to liens, and stop work
notices upon said premises or the improvements thereon under the statutes of the jurisdiction in which
the project is located.
In consideration of this payment due in the net amount of insert net amount due, in accordance with
contract terms for the above referenced project. Hereby indemnifies, waives, and releases the District of
Columbia for the above referenced project. All claims, right to liens, stop work notices upon said premises
or the improvements thereon under the statues of the jurisdiction in w hich the project is located.
The un
dersigned further represents and warrants, as of this date, that he/she is duly authorized to sign
and execute this Release of Liens on behalf of (insert Consultant/Contractor); that (insert Consultant/
Contractor) has properly performed all work in accordance with the Contract Documents and that all
consultants, subcontractors or material men have been paid for all labor, including fringe benefits,
workers compensation, materials, equipment, services, taxes, insurance premiums, and bonds (if
required), and that any materials supplied to or incorporated in t his project were taken fr om fully paid o r
open stock with any exceptions noted below.
This letter must be signed and notarized below by authorized individuals.
Insert Consultants /Contractors name: _______________
By:___________________
Print Name: ___________________
Title: ________________ Date: _______________
_____________________________________________________________________________________________
2000 14TH STREET, NW, 5TH FLOOR, WASHINGTON, D.C. 20009 FAX: (202) 671-0648
DISTRICT OF COLUMBIA ) ss
I, a Notary Public in and for the District of Columbia, hereby certify that, on this ___ day of
, 20 , personally appeared before me , known to me (or satisfactorily
proven) to be the person who executed the foregoing Final Release of Liens and Claims, as
of (insert Consultant/Contactor name) who acknowledged having done so for the purposes therein
contained.
IN WITNESS WHEREOF, I have set my hand and official seal.
______________________________
Notary Public, D.C.
My commission expires: _______________________________
[NOTARIAL SEAL]
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
FINAL RELEASE OF LIENS AND CLAIMS
Project Name:
Contract No.:
Task Order No.:
Work Performed:
Contract Date:
Contract Amount:
Date:
Final Release of Liens and Claims:
The undersigned (insert Consultant/Contactor name), in consideration of payments received and upon
receipt of the amount of a final payment of $ __________________ hereby indemnifies, waives, releases,
and holds the District of Columbia harmless for the above referenced project, including all claims, right to
liens, terminations, and stop notices upon said premises or the improvements thereon under the statutes
of the jurisdiction in which the project is located.
The undersigned further represents and warrants, as of this date, that he/she is duly authorized to sign
and execute this Release of Final Liens and Claims on behalf of (insert Consultant /Contractor; that
(insert Consultant /Contractor) has properly performed all work and furnished all materials of the specified
quality in accordance with all contract documents in an acceptable workmanlike manner to the
Department of General Services/Construction Division, District of Columbia and that (insert Consultant
/Contractor) has paid for all labor, including fringe benefits and workers compensation, all materials,
equipment, services, taxes, insurance premiums, and bonds (if r equired) and that any materials supplied
to or incorporated in this project have been paid.
(Insert Consultant/Contactor) is executing this Final Release of Liens and Claims for the express purpose
of inducing the District to make final disbursement and payment to (insert Consultant/Contactor name) of
$__________________.
This letter must be signed and notarized below by authorized individuals.
Insert Consultants /Contractors name: _______________
By:___________________
Print Name: ___________________
Title: ________________ Date: _______________
DIST
RICT OF COLUMBIA ) ss
I, a Notary Public in and for the District of Columbia, hereby certify that, on this ___ day of
, 20 , personally appeared before me , known to me (or satisfactorily
proven) to be the person who executed the foregoing Final Release of Liens and Claims, as
of (insert Consultant/Contactor name) who acknowledged having done so for the purposes therein
contained.
IN WITNESS WHEREOF, I have set my hand and official seal.
______________________________
N o t a r y P u b l i c , D . C .
My commission expires: _______________________________
[NOTARIAL SEAL]
Page 112 of 121
Exhibit L - Form of GMP Amendment
Page 110 of 121
GUARANTEED MAXIMUM PRICE AMENDMENT
DESIGN-BUILD AGREEMENT
LECKIE EDUCATION CAMPUS ADDITION
THIS GUARANTEED MAXIMUM PRICE AMENDMENT (“Amendment”) is
entered into by and between the DISTRICT OF COLUMBIA GOVERNMENT , acting by
and through its DEPARTMENT OF GENERAL SERVICES (the “Department”) and THE
KEYSTONE PLUS CONSTRUCTION CORPORATION , (the “Design -Builder”)
pursuant to the Agreement, dated ______________, between the District of Columbia
government, by and through the Department and the Design-Builder, for design-build work at
the LECKIE EDUCATION CAMPUS ADDITION and to establish a Guaranteed Maximum
Price and Contract Time for the Work as set forth below.
ARTICLE 1
GUARANTEED MAXIMUM PRICE
Section 1.1 Guaranteed Maximum Price . Subject to additions and deductions
which may be made only in accordance with the Agreement, the Design -Builder represents,
warrants and guarantees to the Department that the total maximum cost to be paid by the
Department for Design-Builder’s complete performance under the Agreement, including, but
not limited to, Final Completion of all Work, all services of Design -Builder under the
Agreement, and all fees, compensation and reimbursements to Design-Builder, shall not exceed
the total amount of [INSERT AMOUNT] Dollars ($[INSERT AMOUNT]) (" Guaranteed
Maximum Price" or “GMP”) with a Not to Exceed (“NTE”) amount of ($INSERT AMOUNT).
The amount of $xxxx includes ineligible items per Section 1.8 of this GMP
Amendment and Exhibit H. Costs which would cause the Guaranteed Maximum Price (as
may be adjusted pursuant to the Contract Project Documents) to be exceeded shall be paid by
the Design-Builder without reimbursement by the Department.
Section 1.2 Guaranteed Maximum Price Components . The Guaranteed Maximum
Price is comprised of the maximum amount payable by the Department for:
1.2.1 the Cost of the Work for full and complete performance of the Work in strict
accordance with the Contract Project Documents;
1.2.2 a Pre-Construction Fee for the Design-Builder, as defined in the Agreement,
in the amount of [INSERT AMOUNT];
1.2.3 a Design-Build Fee for the Design-Builder, as defined in the Agreement, in the
amount of [INSERT AMOUNT];
1.2.4 a Lump Sum General Conditions Cost , as defined in the Agreement, in the
amount of [INSERT AMOUNT];
1.2.5 The Guaranteed Maximum Price is further broken down into line items and
categories on Exhibits ____ attached hereto.
Page 111 of 121
Section 1.3 Basis for the GMP. The GMP is for the performance of the Work in
accordance with the Contract Project Documents listed and attached to this Amendment and
marked Exhibits ____ through ____, as follows:
1.3.1 Exhibit ____: List of Drawings, Specifications, addenda and General,
Supplementary and other Conditions of the Agreement on which the Guaranteed
Maximum Price is based
1.3.2 Exhibit ____: A list of Unit Prices and Allowance items as well as a statement
of their basis.
1.3.3 Exhibit ____: Assumptions and Clarifications made in preparing the
Guaranteed Maximum Price, noting in particular any exclusions. The
Assumptions and Clarifications shall take precedence over the Drawings and
Specifications, but shall be subordinate to the Agreement and the terms of this
Amendment.
1.3.4 Exhibit ____: The proposed Guaranteed Maximum Price, including a statement
of the detailed cost estimate organized by trade categories, allowances,
Contingency, and other items and the fee that comprise the Guaranteed
Maximum Price.
1.3.5 Exhibit ____: A Construction Phase Schedule which shall include, but not be
limited to, the Substantial and Final Completion Dates, upon which the
proposed Guaranteed Maximum Price is based, and a schedule of the
Construction Project Documents issuance dates upon which the Substantial and
Final Completion Dates are based (the “Project Schedule”).
1.3.6 Exhibit ____: An LSDBE Utilization Plan setting forth the names and estimated
dollar volume of the work that will be perform by small, local and
disadvantaged business enterprises, as certified by the Department of Small and
Local Business Development, upon which the GMP is based.
1.3.7 Exhibit ____: Ineligible costs that require further review and approval from the
Department’s Office of Financial Officer before using the cost.
1.3.8 Exhibit ____: A list of Additive Alternates or Deductive Alternates with defined
executable dates, if any.
1.3.9 Exhibit _____: GMP and any Council Package cost estimate summary
breakdown category (New Construction, Renovation and Sitework).
1.3.10 Exhibit _____: District’s General Guidelines for Capital Financing Eligibility
Section 1.4 Incomplete Drawings and Specifications. Design-Builder and the
Department acknowledge that the Drawings and Specifications are not complete and, as of the
date hereof, that such Drawings and Specifications have reached the level of approximately
Page 112 of 121
__% complete design development Project Documents. The Design -Builder, however, has
been actively involved in the design process and hereby represents that it has a sufficient
understanding of the Project to agree to a Guaranteed Maximum Price to Fully Co mplete the
Project. T he Design-Builder hereby acknowledges that the GMP Basis Project Documents
provides sufficient detail and information to provide a firm Guaranteed Maximum Price and
that the Guaranteed Maximum Price proposed therein is intended to represent the Design -
Builder’s offer to Fully Complete the Project. The Design-Builder and the Department agree
to work together to complete the Drawings and Specifications as provided in this Agreement,
consistent with the Guaranteed Maximum Price premises and assumptions and Project
Schedule.
Section 1.5 Design Intent; Inferable Work. Design-Builder agrees that the
Guaranteed Maximum Price is based on the current state of the design, which represents
approximately [__] percent complete design development Project Documents. The GMP Basis
Project Documents will include various clarifications and assumptions that are intended to
further define the scope of Work that will be required to complete design. The Design-Builder
has included within the Guaranteed Maximum Price sufficient amounts to cover aspects of the
Work that are not shown on the GMP Basis Project Documents. If the Department does not
approve any such scope increase, the Design -Builder shall cause the Design-Builder’s
Architect to develop a design that is consistent with the original design intent and shall
complete the Work for an amount that does not exceed the GMP.
Section 1.6 Cost Overruns. Subject to additions or deductions which may be made
in accordance with the Agreement, the Design -Builder shall be solely liable and responsible
for and shall pay any and all costs, fees and other expenditures in excess of the Guaranteed
Maximum Price fo r and/or relating to the Work, without entitlement to reimbursement from
the Department. Design -Builder shall not be entitled to any fee, payment, compensation or
reimbursement under this Agreement or relating to the Work or Project other than as expressly
provided in the Agreement.
Section 1.7 Allowances. The Guaranteed Maximum Price includes specific "Unit
Price Allowance Amounts" for certain items as shown on the Schedule of Values and budgeted
in the Guaranteed Maximum Price (" Allowance Items"). The only Allowance Items shall be
those specifically identified as such in the Schedule of Values and in the Guaranteed Maximum
Price. The Allowance Amounts represent all Costs of the Work of the Allowance Items,
including, without limitation, costs of materials, labor, handling, transpo rtation, loading and
unloading and installation, as determined by Design-Builder.
Section 1.8 Capital Eligibility. While a total amount of $xx,xxxx is being certified for
capital-eligible items only, there is an ineligible amount of $xxx,xxxx, listed in Exhibit H of
the contract. See the non -capital column and associated items. These items are ineligible for
capital expenditure, per the District Capital Guidelines. The goods/services are needed in
FYxxxx. There should be no purchases, commitments, or expenditures for these items until
operating funds are available, via a purchase order for the same amount.
Section 1.9 Shared Savings. In the event there are GMP savings, excluding any Owner
Page 113 of 121
Allowances and Owner Contingency, the GMP savings shall be split 70/30, with 70% allocated
to the Department and 30% allocated to the Design -Builder. The maximum allocation to the
Design-Builder shall be $990,000.00.
ARTICLE 2
INTENT, INTERPRETATION AND CORRELATION
Section 2.1 Intent of the Agreement . The intent of the Agreement is for the
Design-Builder to perform and supply, and the Department hereby engages Design-Builder to
and Design-Builder hereby agrees to perform and supply, the Work, including all necessary
design services, scheduling, pro curement, supervision, construction, and construction
management services and supply all necessary labor, materials, equipment and related work
and services necessary to fully complete the Work and obtain the intend ed results of the
Contract Project Documents , including, but not limited to the requirements of the Project
Schedule and the Guaranteed Maximum Price requirements set forth in Article 1 above. The
enumeration of particular items in the Specifications and/or Drawings shall not be construed to
exclude other items. The Contract Project Documents are complementary, and what is required
by any one of the Contract Project Documents (including either a Drawing or Specification) as
being necessary to produce the in tended results shall be binding and required as a part of the
Work as if required by all Contract Project Documents.
Section 2.2 Design-Builder’s Compliance with Contract Project Documents .
Design-Builder agrees, accepts and assumes that the Department's decision will require
implementation of the most stringent requirements among any conflicting provisions of the
Contract Project Documents as being part of the Work. The Design-Builder agrees to be bound
by all decisions by the Department to implement the most stringent of any conflicting
requirements within the Contract Project Documents. Any failure by Design -Builder to seek
such clarifications shall in no way limit the Department's ability to require implementation,
including replacement of installed Work at a later date at Design -Builder's sole expense, to
achieve compliance with the more stringent requirements. Wi thout limiting the generality of
the foregoing, the Design-Builder hereby agrees as follows:
2.2.1 The failure of the Department to insist in any one or more instances upon a strict
compliance with any provision of this Agreement, or to exercise any option
herein conferred, shall not be construed as a waiver or relinquishment of the
Department's right thereafter to require compliance with such provision of this
Agreement, or as being a waiver of the Department's right thereafter to exercise
such option, and such provision or option will remain in full force and effect.
2.2.2 If there is any inconsistency in the Drawings or any conflict between the
Drawings and Specifications, Design-Builder shall provide the better quality or
greater quantity of Work or materials, as applicable, unless the Department
directs otherwise in writing.
2.2.3 Design-Builder shall be responsible for dividing the Work among the
Page 114 of 121
appropriate Subcontractors and Vendors. No claim will be entertained by the
Department based upon the organization or arrangement of the Specifications
and/or the Drawings into areas, sections, subsections or trade disciplines.
2.2.4 Detail drawings shall take precedence over scale drawings, and figured
dimensions on the Drawings shall govern the setting out of the Work.
2.2.5 Unless the Specifications expressly state otherwise, references to documents
and standards of professional organizations shall mean the latest editions
published prior to the Effective Date.
2.2.6 Technical words, abbreviations and acronyms in the Contract Project
Documents shall be used and interpreted in accordance with customary usage
in the construction industry.
2.2.7 Whenever consent, permission or approval is required from any party pursuant
to the provisions of the Contract Project Documents, such consent, permission
or approval shall, unless expressly provided otherwise in this Agreement, be
given or obtained, as applicable, in writing.
Page 115 of 121
ARTICLE 3
[INTENTIONALLY OMITTED]
Page 116 of 121
ARTICLE 4
OTHER PROVISIONS
Section 4.1 Design-Builder’s Responsibilities. The Design-Builder also expressly
acknowledges that this Project and the Work will proceed on a "fast -track" method of
construction, i.e., construction will commence without final Drawings and Specifications in
place. More specifically, while Drawings and Specifications are complete for certain portions
of Work, the design process will continue for other portions during construction based on the
Guaranteed Maximum Price premises and assumptions. The Design-Builder has been, and will
continue to be, an active participant in the design process. Given such participation, the Design-
Builder represents that it is familiar with the scope and quality of those aspects of the Project
that have not yet been fully designed, and has taken such scope and quality matters into
consideration in preparing each component of the Guaranteed Maximum Price. The Design -
Builder agrees to work with the Department in managing the construction and design work to
complete the design process. The Des ign-Builder shall manage the Project, including
coordinating redesign or value engineering necessary or advisable for certain aspects of the
Project at any stage of the design process in order to bring the cost of such Work within or
below, but not in excess of, the respective allowances or the budgeted or allocated amounts for
other items contained in the Guaranteed Maximum Price. Once the Drawings and
Specifications are complete, it is recognized by the Design -Builder and the Department that
the scope of the Guaranteed Maximum Price may include Work not expressly indicated on the
Contract Project Documents , but which is reasonably inferable from the Contract Project
Documents, and such Work shall be performed without any increase in the Guaranteed
Maximum Price or extension of Contract Time, except if and to the extent otherwise expressly
provided in this Agreement.
Page 117 of 121
ARTICLE 5
MISCELLANEOUS PROVISIONS
Section 5.1 Prior Agreement Unaffected. Except as expressly agreed to herein, all
of the terms, conditions, representations and warranties set forth in the Agreement shall remain
unaffected and in full force and affect.
Section 5.2 Integrated Agreement. This Amendment and any attachment hereto
set forth the entire agreement and understanding of the parties regarding the transactions
contemplated hereby and supersede all prior oral and written agreements, arrangements and
understandings relating to the s ubject matter hereof. There are no oral or written agreements
or understandings, representations or warranties among the parties other than those set forth
herein.
Section 5.3 Counterparts. This Amendment may be executed in one or more
counterparts, each of which shall be deemed to be an original, but all of which shall be
considered one and the same instrument.
Section 5.4 Construction. This Agreement shall be construed fairly as to all parties
and not in favor of or against any party, regardless of which party prepared the Agreement.
IN WITNESS WHEREOF , each of the parties to this Amendment to Agreement
(DCAM-23-CS-RFP-0006) has caused it to be executed by its duly authorized representative
on the dates set forth below.
DISTRICT OF COLUMBIA GOVERNMENT, by and through its DEPARTMENT
OF GENERAL SERVICES
By:
Name:
Title:
Date:
The Keystone Plus Construction Corporation
By:
Name:
Its:
Date:
Page 119 of 121
Exhibit M - (Reserved)
Page 120 of 121
Exhibit N - FF&E and Close-Out
FF&E
The Design-Builder shall be responsible for FF&E as set forth in this Exhibit: [TBD at
GMP Amendment]
Page 121 of 121
Exhibit O - Subcontractor Performance Evaluation Form
To be determined at GMP Amendment
Exhibit P - Equal Employment Opportunity Policy
LECKIE EDUCATION CAMPUS MODERNIZATION | KEYSTONE - RMc
DCAM-23-CS-RFP-0006
| 49 Price Proposal
RFTOP DCAM-23-CS-RFQ-0006
DESIGN-BUILD SERVICES FOR LECKIE EDUCATION CAMPUS ADDITION
Equal Employment Agreement (EEO)
EEQQUUAALL EEMMPPLLOOYYMMEENNTT OOPPPPOORRTTUUNNIITTYY ((EEEEOO)) PPOOLLIICCYY SSTTAATTEEMMEENNTT
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN SHALL NOT DISCRIMINATE AGAINST ANY EMPLOYEE
OR APPLICANT FOR EMPLOYMENT BECAUSE OF ACTUAL OR PERCEIVED: RACE, COLOR, RELIGION,
NATIONAL ORIGIN, SEX, AGE, MARITAL STATUS, PERSONAL APPEARANCE, SEXUAL ORIENTATION, GENDER
IDENTITY OR EXPRESSION, FAMILIA L STATUS, FAMILY RESPONSIBILITIES, MATRICULATION, POLITICAL
AFFILIATION, GENETIC INFORMATION, DISABILITY, SOURCE OF INCOME, OR PLACE OF RESIDENCE OR
BUSINESS.
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN AGREES TO AFFIRMATIVE ACT ION TO ENSURE THAT
APPLICANTS ARE EMPLOYED, AND THAT EMPLOYEES ARE TREATED DURING EMPLOYMENT WITHOUT
REGARD TO THEIR ACTUAL OR PERCEIVED: RACE, COLOR, RELIGION, NATIONAL ORIGIN, SEX, AGE,
MARITAL STATUS, PERSONAL APPEARANCE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION,
FAMILIAL STATUS, FAMILY RESPONSIBILITIES, MATRICULATION, POLITICAL AFFILIATION, GENETIC
INFORMATION, DISABILITY, SOURCE OF INCOME, OR PLACE OF RESIDENCE OR BUSINESS. THE
AFFIRMATIVE ACTION SHALL INCLUDE, BUT NOT BE LIMITED TO THE FOLLOWING: (A) EMPLOYMENT,
UPGRADING, OR TRANSFER; (B) RECRUITMENT OR RECRUITMENT ADVERTISING; (C) DEMOTION, LAYOFF,
OR TERMINATION; (D) RATES OF PAY, OR OTHER FORMS OR COMPENSATION; AND (E) SELECTION FOR
TRAINING AND APPRENTICESHIP.
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN AGREES TO POST IN CONSPICUOUS PLACES THE
PROVISIONS CONCERNING NON-DISCRIMINATION AND AFFIRMATIVE ACTION.
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN SHALL STATE THAT ALL QUALIFIED APPLICANTS WILL
RECEIVE CONSIDERATION FOR EMPLOYMENT PURSUANT TO SUBSECTION 1103.2 THROUGH 1103.10 OF
MAYOR’S ORDER 85-85; “EQUAL EMPLOYMENT OPPORTUNITY REQUIREMENTS IN CONTRACTS.”
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN AGREES TO PERMIT ACCESS TO ALL BOOKS
PERTAINING TO ITS EMPLOYMENT PRACTICES, AND TO REQUIRE EACH SUBCONTRACTOR TO
PERMIT ACCESS TO BOOKS AND RECORDS.
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN AGREES TO COMPLY WITH ALL GUIDELINES FOR
EQUAL EMPLOYMENT OPPORTUNITY APPLICABLE IN THE DISTRICT OF COLUMBIA.
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN SHALL INCLUDE IN EVERY SUBCONTRACT THE EQUAL
OPPORTUNITY CLAUSES, SUBSECTION 1103.2 THROUGH 1103.10 SO THAT SUCH PROVISIONS SHALL BE
BINDING UPON EACH SUBCONTRACTOR OR VENDOR.
VVIICCTTOORRIIAA GGUUZZMMAANN,, VVIICCEE PPRREESSIIDDEENNTT JJuunnee 77,, 22002233
AUTHORIZED OFFICIAL AND TITLE DATE
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTT.. CCOORRPPOORRAATTIIOONN
AUTHORIZED SIGNATURE NAME FIRM/ORGANIZATION
LECKIE EDUCATION CAMPUS MODERNIZATION | KEYSTONE - RMc
DCAM-23-CS-RFP-0006
| 50 Price Proposal
RFTOP DCAM-23-CS-RFQ-0006
DESIGN-BUILD SERVICES FOR LECKIE EDUCATION CAMPUS ADDITION
Equal Employment Agreement (EEO)
ASSURANCE OF COMPLIANCE WITH EQUAL EMPLOYMENT OPPORTUNITY REQUIREMENTS MAYOR’S ORDER 85-
85, EFFECTIVE JUNE 10, 1985, AND THE RULES IMPLEMENTING MAYORS ORDER 85- 85, 33 DCR 4952,
(PUBLISHED AUGUST 15, 1986), “ON COMPLIANCE WITH EQUAL OPPORTUNITY REQUIREMENTS IN DISTRICT
GOVERNMENT CONTRACTS,” ARE HEREBY INCLUDED AS PART OF THIS BID/PROPOSAL. THEREFORE, EACH
BIDDER/OFFEROR SHALL INDICATE BELOW THEIR WRITTEN COMMITMENT TO ASSURE COMPLIANCE WITH
MAYOR’S ORDER 85-85 AND THE IMPLEMENTING RULES. FAILURE TO COMPLY WITH THE SUBJECT MAYOR’S
ORDER AND THE IMPLEMENTING RULES SHALL RESULT IN REJECTION OF THE RESPECTIVE BID/PROPOSAL.
I, VICTORIA GUZMAN , THE AUTHORIZED REPRESENTATIVE OF
THE KEYSTONE PLUS CONSTRUCTION CORP ORATION, HEREINAFTER REFERRED TO AS “THE CONTRACTOR,”
CERTIFY THA T THE CONTRATOR IS FULLY AWARE OF ALL OF THE PROVISIONS OF MAYOR’S ORDER 85-85,
EFFECTIVE JUNE 10, 1985, AND OF THE RULES IMPLEMENTING MAYOR’S ORDER 85-85, 33 DCR 4952. I FURTHER
CERTIFY AND ASSURE THAT THE CONTRACTOR WILL FULLY COMPLY WITH ALL APPLICABLE PROVISIONS OF THE
MAYOR’S ORDER AND IMPLEMENTING RULES IF AWARDED THE D.C. GOVERNMENT REFERENCED BY THE
CONTRACT NUMBER ENTERED BELOW. FURTHER, THE CONTRACTOR ACKNOWLEDGES AND UNDERSTANDS THAT
THE AWARD OF SAID CONTRACT AND ITS CONTINUATION ARE SPECIFICALLY CONDITIONED UPON THE
CONTRACTOR’S COMPLIANCE WITH THE ABOVE-CITED ORDER AND RULES.
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN
CONTRACTOR
VVIICCTTOORRIIAA GGUUZZMMAANN
NAME
SIGNATURE
VVIICCEE PPRREESSIIDDEENNTT
TITLE
DDCCAAMM--2233--CCSS--RRFFQQ--00000066
CONTRACT NUMBER
JJuunnee 77,, 22002233
DATE
LECKIE EDUCATION CAMPUS MODERNIZATION | KEYSTONE - RMc
DCAM-23-CS-RFP-0006
| 51 Price Proposal
RFTOP DCAM-23-CS-RFQ-0006
DESIGN-BUILD SERVICES FOR LECKIE EDUCATION CAMPUS ADDITION
Equal Employment Agreement (EEO)
∆
∆
∆
∆
EQUAL EMPLOYMENT OPPORTUNITY
EMPLOYER INFORMATION REPORT
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DC Office of Contracting and Procurement
Employer Information Report (EEO)
Reply to:
Office of Contracting and Procurement
441 4th Street, NW, Suite 700 South
Washington, DC 20001
Instructions:
Two (2) copies of DAS 84-404 or Federal Form EEO-1 shall be submitted to the Office of Contracting and Procurement.
One copy shall be retained by the Contractor.
Section A – TYPE OF REPORT
1. Indicate by marking in the appropriate box the type of reporting unit for which this copy of the form is submitted (MARK ONLY ONE BOX)
Single Establishment Employer
(1) . S ingle-establishment Employer Report
Multi-establishment Employer:
(2) Consolidated Report
(3) Headquarters Report
(4) Individual Establishment Report (submit one
for each establishment with 25 or more employees)
(5) Special Report
1. Total number of reports being filed by this Company. 1
Section B – COMPANY IDENTIFICATION (To be answered by all employers) OFFICIAL OFFICIAL
USE
ONLY
1. Name of Company which owns or controls the establishment for which this report is filed
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN
a.
Address (Number and street)
11992255 MMIINNNNEESSOOTTAA AAVVEENNUUEE,, SSEE SSUUIITTEE AA
City or Town
WWAASSHHIINNGGTTOONN
Country State
DDCC
Zip Code
2200002200
b.
b. Employer
Identification No.
55 22 11 66 44 00 77 66 22
2. Establishment for which this report is filed.
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN
OFFICIAL
USE
ONLY
a. Name of establishment c.
Address (Number and street)
11992255 MMIINNNNEESSOOTTAA AAVVEENNUUEE,, SSEE SSUUIITTEE AA
City or Town
WWAASSHHIINNGGTTOONN
Country State
DDCC
Zip Code
2200002200
d.
b. Employer
Identification No.
55 22 11 66 44 00 77 66 22
3. Parent of affiliated Company
NN//AA
a. Name of parent or affiliated Company
NN//AA
b. Employer Identification No.
NN//AA
Address (Number and street) City or Town Country State Zip Code
Section C - ESTABLISHMENT INFORMATION
1. Is the location of the establishment the same as that reported last year?
Yes, No Did not report Report on combined
last year basis
basis
2. Is the major business activity at this establishment the same
as that reported last year? Yes No
No report last year Reported on combined
OFFICIAL
USE
ONLY
2. What is the major activity of this establishment? (Be specific, i.e., manufacturing steel castings, retail grocer, wholesale plumbing
supplies, title insurance, etc. Include the specific type of product or service provided, as well as the principal business or industrial
activity.
e.
3. MINORITY GROUP MEMBERS: Indicate if you are a minority business enterprise (50% owned or 51% controlled by minority members).
X Yes No
DAS 84-404 (Replaces D.C. Form 2640.9 Sept. 74 which is Obsolete) 84-2P891
LECKIE EDUCATION CAMPUS MODERNIZATION | KEYSTONE - RMc
DCAM-23-CS-RFP-0006
| 52 Price Proposal
RFTOP DCAM-23-CS-RFQ-0006
DESIGN-BUILD SERVICES FOR LECKIE EDUCATION CAMPUS ADDITION
Equal Employment Agreement (EEO)
INFORMATION CITED HEREIN SHALL BE HELD IN CONFIDENCE.
SECTION D – EMPLOYMENT DATA
Employment at this establishment – Report all permanent, temporary, or part-time employees including apprentices and on-the-job trainees
unless specifically excluded as set forth in the instructions. Enter the appropriate figures on all lines and in all columns. Blank spaces will be
considered as zero. In columns 1, 2, and 3, include ALL employees in the establishment Including those in minority groups
JOB
CATEGORIES
TOTAL EMPLOYEES IN
ESTABLISHMENT
MINORITY GROUP EMPLOYEES
MALE FEMALE
Total
Employees
Including
Minorities
(1)
Total
Male
Including
Minorities
(2)
Total
Female
Including
Minorities
(3)
Black
(4)
Asian
(5)
American
Indian
(6)
Hispanic
(7)
Black
(8)
Asian
(9)
American
Indian
(10)
Hispanic
(11)
Officials and
Managers 3 1 2 1 2
Professionals 5 4 1 1 2 1
Technicians
Sales Workers 8 8 1 5
Office and
Clerical 8 2 6 1 6
Craftsman
(Skilled) 13 13 13
Operative (Semi-
Skilled) 16 15 1 4 12 1
Laborers
(Unskilled) 2 2 1 1
Service Workers
TOTAL 55 45 10 6 1 35 10
Total employ
reported
in previous report
(The trainee below should also be included in the figures for the appropriate occupation categories above)
Formal
On-
The-Job
Trainee
White
collar
(1) (2) (3) (4)) (5) (6) (7) (8) (9) (10) (11
Production
1. How was information as to race or ethnic group in Section D obtained? 2. Dates of payroll period used
a. Visual Survey c. Other Specify 3. Pay period of last report submitted for this
b. Employment Record establishment. _
Section E – REMARKS Use this Item to give any identification data appearing on last report which differs from that given above, explain
major changes in composition or reporting units, and other pertinent information.
Section F - CERTIFICATION
Check 1. › All reports are accurate and were prepared in accordance with the instructions (check on consolidated only)
One 2. › This report is accurate and was prepared in accordance with the instructions.
VVIICCTTOORRIIAA GGUUZZMMAANN VVIICCEE PPRREESSIIDDEENNTT JJuunnee 77,, 22002233
Name of Authorized Official Title Signature Date
Name of person contact regarding Address
This report (Type of print) (Number and street)
VVIICCTTOORRIIAA GGUUZZMMAANN 11992255 MMIINNNNEESSOOTTAA AAVVEENNUUEE,, SSEE SSUUIITTEE AA
Title City and State Zip Code Telephone Number Extension
VVIICCEE PPRREESSIIDDEENNTT WWAASSHHIINNGGTTOONN,, DDCC 2200002200 ((220022)) 885577--77990033
LECKIE EDUCATION CAMPUS MODERNIZATION | KEYSTONE - RMc
DCAM-23-CS-RFP-0006
| 53 Price Proposal
RFTOP DCAM-23-CS-RFQ-0006
DESIGN-BUILD SERVICES FOR LECKIE EDUCATION CAMPUS ADDITION
Equal Employment Agreement (EEO)
DEPARTMENT OF SMALL AND LOCAL BUSINESS DEVELOPMENT
CONTRACT COMPLIANCE DIVISION
SUBCONTRACT SUMMARY FORM
This SUMMARY form is to be completed by the PRIME contractor.
BID NO. CCB
of pages
NOTE: the standard for minority subcontracting is 25% or the
TOTAL contract dollar amount to be subcontracted.
AMOUNT OF PRIME CONTRACT $ _
AMOUNT OF ALL SUBCONTRACTS: $ _ equals
% OF THE PRIME CONTRACT.
NAME OF PRIME CONTRACTOR:
TTHHEE KKEEYYSSTTOONNEE PPLLUUSS CCOONNSSTTRRUUCCTTIIOONN CCOORRPPOORRAATTIIOONN
TELEPHONE NO. (202) 857-7903
ADDRESS:
11992255 MMiinnnneessoottaa AAvveennuuee,, SSEE SSuuiittee AA
WWaasshhiinnggttoonn,, DDCC 2200002200
PROJECT NAME:
ADDRESS:
4201 MLK Jr. Ave., SW
Washington, DC 20032
Design-Build Services for Leckie
Education Campus Addition
Ward No: _
PROJECT DESCRIPTIONS: Design and construct a new 2-story
addition to the existing 4-story brick building to replace the
temporary trailer complex
SECTION II LIST ALL SUBCONTRACTORS THAT WILL BE UTILIZED ON THE ABOVE
1. NAME OF SUBCONTRACTOR 1. IS THIS A MINORITY SUB? 1. $ AMOUNT OF-SUBCONTRACT
2. ADDRESS YES NO equals (=)
3. CONTACT PERSON 2. TRADE OR BUSINESS PRODUCT 2. % (percent) OF TOTAL
4. MBOC CERT. NO. 5. PHONE NO. THAT SUB WILL PROVIDE. PRIME CONTRACT.
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
1. 1. MINORITY SUBCONTRACTOR 1. _
2. YES NO equals (=)
3. 4. 5. 2. 2. %
TOTAL DOLLAR AMOUNT SUBCONTRACTED TO 'MINORITY BUSINESS ENTERPRISES $ _
PERCENT OF PRIME CONTRACT. %
LECKIE EDUCATION CAMPUS MODERNIZATION | KEYSTONE - RMc
DCAM-23-CS-RFP-0006
| 54 Price Proposal
RFTOP DCAM-23-CS-RFQ-0006
DESIGN-BUILD SERVICES FOR LECKIE EDUCATION CAMPUS ADDITION
Equal Employment Agreement (EEO)
S
OLICITATION No: DCAM-23-CS-RFQ-0006
PROJECTED GOALS AND TIMETABLES FOR FUTURE HIRING
MINORITY GROUP EMPLOYES GOALS TIMETABLES
JOB
CATEGORIES
MALE FEMALE
Black Asian
American
Indian Hispanic Black Asian
American
Indian Hispanic
Officials and
Managers
Professionals
Technicians
Sales Workers
Office and Clerical
Craftsman (Skilled)
Operative (Semi-
Skilled)
Laborers (Unskilled)
Service Workers
TOTAL
NAME OF AUTHORIZED OFFICIAL:
VViiccttoorriiaa GGuuzzmmaann
TITLE:
VViiccee PPrreessiiddeenntt
SIGNATURE:
FIRM NAME:
TThhee KKeeyyssttoonnee PPlluuss CCoonnssttrruuccttiioonn CCoorrppoorraattiioonn
TELEHONE NO:
((220022)) 885577--77990033
DATE:
JJuunnee 77,, 22002233
INDICATE IF THE PRIME UTILIZES A “MINORITY FINANCIAL INSTITUTION”
Yes _ XX__No
NAME:
ADDRESS:
TYPE OF ACCOUNT/S:
Exhibit Q – Living Wage Act 2024
THE LIVING WAGE ACT OF 2006
D.C. Code §§ 2-220.01 – 2-220.11
Recipients of new contracts or government assistance shall pay affiliated employees and subcontractors who
perform services under the contracts no less than the current living wage.
Effective January 1, 2024, until June 30, 2024, the living wage rate is $17.05 per hour.
Effective July 1, 2024, the District’s Minimum Wage and Living Wage will increase to
$17.50.
The requirement to pay a living wage applies to:
▪ All recipients of contracts in the amount of $100,000 or more, and all subcontractors that receive
$15,000 or more from the funds received by the recipient from the District of Columbia, and
▪ All recipients of government assistance in the amount of $100,000 or more, and all subcontractors of
these recipients that receive $50,000 or more from the government assistance received by the
recipient from the District of Columbia.
“Contract” means a written agreement between a recipient and the District government.
“Government assistance” means a grant, loan, or tax increment financing that result in a financial benefit
from an agency, commission, instrumentality, or other entity of the District government.
“Affiliated employee” means any individual employed by a recipient who received compensation directly
from government assistance or a contract with the District of Columbia government, including employees of
the District of Columbia, any employee of a contractor or subcontractor of a recipient who performs
services pursuant to government assistance or contract. The term “affiliated employee” does not include
those individuals who perform only intermittent or incidental services with respect to the contract or
government assistance or who are otherwise employed by the contractor, recipient, or subcontractor.
Certain exemptions apply: 1) Contracts or agreements subject to wage determinations required by federal law
which are higher than the wage required by this Act; 2) Existing and future collecting bargaining agreements,
provided that the future agreement results in employees being paid no less than the current living wage; 3)
contracts for electricity, telephone, water , sewer performed by regulated utilities; 4) contracts for services needed
immediately to prevent or respond to a disaster or imminent threat declared by the Mayor; 5) contracts awarded to
recipients that provide trainees with services, including but not limited to case management and job readiness
services, provided the trainee does not replace employees; 6) employees under 22 years of age employed during a
school vacation period, or enrolled as a full-time student who works less than 25 hours per week; 7) tenants or
retail establishments that occupy property constructed or improved by government assistance, provided there is no
receipt of direct District government assistance; 8) employees of nonprofit organizations that employ not more
than 50 individuals and qualify for 501(c)(3) status; 9) Medicaid provider agreements for direct care services to
Medicaid recipients, provided, that the direct care service is not provided through a home care agency, a
community residence facility, or a group home for persons with intellectual disabilities as those terms are defined
in section 2 of the Health-Care and Community Residence Facility, Hospice, and Home Care Licensure Act of
1983; D.C. Official Code § 44-501; and 10) contracts or agreements between managed care organizations and the
Health Care Safety Net Administration or the Medicaid Assistance Administration to provide health services.
Home Care Final Rule: The Department of Labor extended overtime protections to home care workers and
workers who provide companionship services. Employers within this industry are now subject to recordkeeping
provisions.
Each recipient and subcontractor of a recipient shall provide this notice to each affiliated employee covered by this notice, and
shall also post this notice in a conspicuous site in its place of business. All recipients and subcontractors shall retain payroll
records created and maintained in the regular course of business under District of Columbia law for a period of at least 3 years.
To file a claim, visit: Department of Employment Services , Office of Wage-Hour, 400 Virginia Ave., SW, 4th Flr, Washington,
D.C. 20024; call: (202) 671-1880; or file your claim on-line: does.dc.gov. Go to “File a Claim” tab.
GOVERNMENT OF THE DISTRICT OF COLUMBIA
Department of Employment Services
MURIEL BOWSER DR. UNIQUE MORRIS-HUGHES
MAYOR DIRECTOR
4058 Minnesota Ave, N.E. • Suite 3600 • Washington, D.C. 20019 • Office: 202.671.1900
LIVING WAGE ACT FACT SHEET
The Living Wage Act of 2006, D.C. Code §§ 2-220.01 – 2-220.11, provides that District of Columbia government
contractors and recipients of government assistance (grants, loans, tax increment financing) , in the amount of
$100,000 or more, shall pay affiliated employees wages at no less than the current living wage rate.
Effective January 1, 2024 until June 30, 2024, the living wage rate is $17.05
per hour.
Effective July 1, 2024, the District’s Minimum Wage and Living Wage will
increase to $17.50 per hour.
Subcontractors of D.C. government contractors , who receive $15,000 or more from the contract , and subcontractors
of the recipients of government assistance, who receive $50,000 or more from the assistance, are also required to pay
their affiliated employees no less than the current living wage rate.
“Affiliated employee” means any individual employed by a recipient who receives compensation directly from
government assistance or a contract with the District of Columbia government, including any employee of a
contractor or subcontractor of a recipient who performs services pursuant to government assistance or a contract.
The term “affiliated employee” does not include those individuals who perform only intermittent o r inc idental
services with respect to the government assistance or contract, or who are otherwise employed by the contractor,
recipient or subcontractor.
Exemptions – The following contracts and agreements are exempt from the Living Wage Act:
1. Contracts or other agreements that are su bject to higher wage level determinations required by federal
law (i.e., if a contract is subject to the Service Contract Act and certain wage rates are lower than the
District’s current living wage, the contractor must pay the higher of the two rates);
2. E
xisting and future collective bargaining agreements, provided that the future collective bargaining
agreement results in the employee being paid no less than the current living wage;
3. C
ontracts for electricity, telephone, water, sewer or other services provided by a regulated utility;
4. C
ontracts for services needed immediately to prevent or respond to a disaster or imminent threat to
public health or safety declared by the Mayor;
5. C
ontracts or other agreements that provide traine es with additional services including, but not limited
to, case management and job readiness services, provided that the trainees do not replace employees
subject to the Living Wage Act;
6. An employee, under 22 years of age, employed during a school vacation period, or enrolled as full-time
student, as defined by the respective institution, who is in high school or at an accredited institution of
higher education and who works less than 25 hours per week; provided that students not replace
employees subject to the Living Wage Act;
7. Tenants or retail establishments that occupy property constructed or improved by receipt of
government assistance from the District of Columbia; provided, that the tenant or retail establishment
did not receive direct government assistance from the District of Columbia;
8. Employees of nonprofit organizations that employ not more than 50 individuals and qualify for taxation
exemption pursuant to Section 501 (c) (3) of the Internal Revenue Code of 1954, approved August 16,
1954 (68 A Stat. 163; 26. U.S.C. §501(c)(3));
9. Medicaid provider agreements for direct care services to Medicaid recipients, provided, that the direct
care service is not provided through a home care agency, a community residence facility, or a group
home for persons with intellectual disabilities as those terms are defined in section 2 of the Health-Care
and Community Residence Facility, Hospice, and Home Care Licensure Act of 1983; D.C. Official
Code § 44-501; and
10. Contracts or other agreements between managed care organizations and the Health Care Safety Net
Administration or the Medicaid Assistance Administration to provide health services.
Enforcement
The Department of Employment Services (DOES) Office of Wage -Hour and the D.C. Office of Contracting and
Procurement share monitoring responsibilities.
Home Care Final Rule: The Department of Labor extended overtime protections to home care workers
and workers who provide companionship services. Employers within this industry are now subject to
recordkeeping provisions.
If you learn that a contractor subject to this law is not paying at least the current living wage, you should report it to
the contracting officer. If you believe that your employer is subject to this law and is not paying at least the current
living wage, you may file a compla int with the DOES Office of Wage - Hour, located at 4058 Minnesota Avenue,
N.E. Suite 3600, Washington, D.C. 20019, call (202) 671-1880, or file your claim on-line: www.does.dc.gov. Go to
“File a Claim” tab.
For questions and additional information, contact the Office of Contracting and Procurement at (202) 727-0252 or the
Department of Employment Services on (202) 671-1880.
Please note: This fact sheet is for informational purposes only as req uired by Section 106 of the Living Wage Act. It should not
be relied on as a definitive statement of the Living Wage Act or any regulations adopted pursuant to the law.
Exhibit R – Award Fee Pool
Page 40 of 83
Award Fee Determination. The Design-Builder shall be entitled to the At-Risk
Portion as follows:
If a GMP is agreed upon by the Design-Builder and the Department within
twelve (12) months after issuance of the NTP and the GMP is less than the
Project Budget as set forth in Section 1.3, the Design-Builder shall earn twenty-
five percent (25%) of the At-Risk Portion (i.e. 10% of the Design-Build Fee).
a) The Design-Builder shall be eligible to earn up to thirty three percent (33%) of the Award
Fee Pool based on the overall level of quality of the Project as delivered (such amount, the
“Quality Incentive Amount”). Entitlement to this portion of the Award Fee Pool shall be
determined by an award fee committee (the “Award Fee Evaluation Committee”), which
will be appointed by the Design-Builder and the Department within sixty (60) days after
award. The Award Fee
Evaluation Committee shall consist of the following people:
i. DGS Capital Construction Division (CCD) Deputy Director, or their designee
ii. DCPS Chief
of Facilities, or their designee
iii. DGS CCD representative
iv. DCPS Facilities representative
Paneli
st shall not be an individual who has day- to-day interactions or involvement on the
Project. Panelist shall not be an individual who is presently involved in an active project
with the Design-Builder. Upon Substantial Completion, the Award Fee Evaluation
Committee shall inspect the Project and assess, for each of the areas of the Project listed
below, the overall appearance, functionality and level of quality found in the Work. In
making this determination, the Award Fee Evaluation Committee shall average their
individual scores into a single score based upon the following scale:
i. 0 points –
the Design-Builder failed to meet the minimum requirements of
the Project and/or quality.
ii.1 point – the Design-Builder marginally met the minimum requirements of
the Project and/or quality with major deficiencies
iii.2 points –
The Design-Builder marginally met the minimum requirements
of the Project and/or quality with minor deficiencies
iv. 3 points –
The Design-Builder met the requirements of the Project and/or
quality with minimal deficiencies
v. 4 points – The Design-Builder met some requirements and/or quality and
exceeded others. There were no deficiencies.
vi. 5 points – The Design-Builder exceeded most, if not all, the requirements
of the Project and/or quality with no deficiencies.
Page 41 of 83
If the Award Fee Evaluation Committee’s average score is 4 points or greater, then the
Design-Builder shall be entitled to the full award fee. If the average score is less than 4,
then the average score shall be divided by four (4) and then multiplied by the award fee.
That shall be the amount of the award fee that shall be given to the Design-Builder.
Example 1: The average score is 3.5 and the award fee is $200,000. The Design-Builder
shall be
entitled to $175, 000. Exampl e 2: The average score is 4.1 and the award fee is
$200,000. The Design-Builder
shall be entitled to $200,000. At a minimum, the Award
Fee Evaluation Committee shall evaluate the following for their scoring if included:
i. Façade, not including windows;
ii. Windows (exterior), including any framing;
iii. Public space that was part of the Design-Builder’s scope;
iv. Cafeteria;
v. Classrooms(s);
vi. Science Lab;
vii. Level of completeness of punch list;
viii. Historic elements, if included;
ix. Plantings and landscaping;
xi. Interior finishes in hallways;
xii.
Interior finishes in classrooms; and
xiii. Interior finishes in offices.
Prior to being eligible for the Quality Incentive walk, all quality control and quality
assurance
related deficiencies documented by the District shall be resolved and accepted
as resolved by the
District.
b)If the Design-Builder achieves Substantial Completion of the Project as stated in Section 1.5
on time the Design-Builder shall be entitled to receive twenty five percent (25%) of the At
Risk Portion (i.e. 10% of the Design-Build Fee). Entitlement to this portion of the Award
Fee Pool shall be based on the final outcome of the Project and the Project has been
successfully turned over to the District. For the avoidance of doubt, the Design-Builder shall
not be entitled to earn such portion of the Award Fee Pool even if the failure to deliver on-time
was caused by DCPS, the Department, delays resulting from the permitting or zoning
process, or an event of Force Majeure.
c) If the Design-Builder achieves Final Completion of the Project as stated in Section 1.5, the
Design-Build Fee and the final amount due to the Design-Builder (inclusive of the
Preconstruction Fee, the Design Budget, the earned portions of the Award Fee, the Base Design-
Build Fee and the Cost of General Conditions) is less than one hundred three percent (103%) or
the GMP as originally established, the Design-Builder shall earn twenty five percent (25%) of
the At-Risk Portion (i.e. 10% of the Design-Build Fee). Entitlement to this portion of the Award
Fee Pool shall be based on the final outcome of the Project. For the avoidance of doubt, the
Design-Builder shall not be entitled to earn such portion of the Award Fee Pool even if the
failure to deliver within the (103%) cost goal was caused by DCPS, the Department, delays
resulting from the permitting or zoning process, or an event of Force Majeure.
Exhibit S - BIM Requirements
Link to BIM Requirements
https://app.box.com/s/0yshoqg7ke2y1ewcxqqndst52bpupawk
Exhibit T - DGS Closeout Manual
GOVERNMENT OF THE
DISTRICT OF COLUMBIA
Projects Turnover Protocol
Prepared by Capital Construction Division
2024
Revision 2024.0
Revision 2024. 1
3/1/24
3/8/24 - Mod. CTM info
Revision 2023.0ReRevision 2023.0vision 2023.0
1. INTRODUCTION :
The Turnover Protocol is the process for transfer of a construction project from the
Capital Construction Services Division (CCS) to the Facilities & Maintenance
Division (FMD) of the District of Columbia’s Department of General Services
(DGS).
The following Step by Step Procedures, and associated documents, provide the
process to:
a) Allow FMD input into the design process,
b) Provide FMD the ability to amend their personnel, equipment and
budgets to reflect the upcoming changes to their maintenance
responsibilities, and
c) Facilitate timely transfer of the documents required by FMD to
adequately maintain the facility, immediately the project is turned
over to them.
The principal contact for the Turnover Protocol is the Construction Turnover Manager (CTM),
Construction Punch list Manager (CPM) and the Facilities Turnover Manager: (FTM)
The current CTM is:
The current FTM is:
Mr. Henry Miller
henry.miller@dc.gov
Office – (202) 698-7912
Cell
- (240) 216-2317
Mrs. Sonya Woodall
sonya.woodall@dc.gov
Office – 202-545-3032
Cell – 202-437-6518
The current CPM is:
Vacant
Office –
Cell -
The T
urnover Protocol is an Internal DGS process that flows between the Capital Construction
PM, the CTM, the FTM, and FMD (or other responsibly agencies facility management
department).
The Turnover Protocol applies to all Capital Construction Projects regardless of client agency,
funding source, funding amount, or scope. The extent of involvement will be determined by
the CTM based on the scope of the project and whether maintenance will be by DGS-FMD or
others.
The T
urnover Protocol is not Project Close-Out. Close-Out is between the contractor and the
DGS-PM team. The two processes are intertwined but the goals are different.
2. STEP BY STEP PROCEDURE
The following Step-by-Step procedure should be followed as described in the
“Description” column using the forms and documents noted in the “Documents”
column, copies of which are attached. Clarifications on procedures are contained in the
Appendices, also attached, and referenced in the Step-by- Step procedures. If you are
unclear as to the intent of any of the steps, or how to process the information, please
contact the Construction Turnover Manager noted in the introduction section above.
TURNOVER PROTOCOL - STEP BY STEP PROCEDURE
STEP TITLE DESCRIPTION TURNOVER
DOCUMENTS
APPEN-
DICES
1 Invite Construction
Turnover Manager to
Design Kickoff Meeting.
DGS Project Manager (DGS-PM) shall invite
Turnover Manager to the Design Kick–Off
Meeting.
FTM may provide lessons learned from previous
projects, any preferences regarding the building
systems, and institutional knowledge of the
facility. PM should advise the Turnover Manager
of the anticipated design document review
schedule.
Lessons Learned &
Recommendations
(Provided by
Facilities, Agency
Dependent).
2 Opportunity to review
A/E submittals-
Schematic Documents.
As soon as available the DGS-PM will forward a
ProjectTeam Action Item to Turnover Manager
advising documents are ready for review.
Review time will be 10 working days (no exceptions)
Comments to be noted directly on documents in
ProjectTeam or in Review Comment Form. CTM will
collate and provide comments to PM.
Turnover Manager shall be invited to the design
review meeting, if one is held.
Review Comment
Form
3 Opportunity to review
A/E submittals- Design
Development
Documents.
As soon as available the DGS-PM will forward a
ProjectTeam Action Item to Turnover Manager
advising documents are ready for review. DGS-PM
shall include responses to comments from previous
review.
Review time will be 10 working days (no exceptions)
Comments to be noted directly on documents in
ProjectTeam or in Review Comment Form. CTM will
collate and provide comments to PM.
Turnover Manager shall be invited to the design
review meeting, if one is held.
Review Comment
Form
4 Opportunity to review
A/E submittals-
Construction
Documents.
As soon as available the DGS-PM will forward a
ProjectTeam Action Item to Turnover Manager
advising documents are ready for review. DGS-PM
shall include responses to comments from previous
review.
Review time will be 10 working days (no exceptions)
Comments to be noted directly on documents in
ProjectTeam or in Review Comment Form. CTM will
collate and provide comments to PM.
Turnover Manager shall be invited to the design
review meeting, if one is held.
Review Comment
Form
DESIGN PHASE
Update 06/02/23 5
TURNOVER PROTOCOL - STEP BY STEP PROCEDURE
STEP TITLE DESCRIPTION TURNOVER
DOCUMENTS
APPEN-
DICES
5 Construction Kickoff
meeting.
DGS-PM shall invite Turnover Manager to the
Construction Kick–Off Meeting. FTM shall be
provided with the construction schedule. GC shall
advise Progress Meeting schedule
6 Pre Close-In
Walkthrough.
At appropriate times during construction, DGS-PM
shall invite Turnover Manager to a walkthrough of
the project to allow Facilities staff to observe and
familiarize themselves with the as-built condition of
building systems, prior to close-in, and comment on
any noted concerns.
A.
7 Notify Turnover
Manager of
Commissioning
Schedule.
Once active commissioning is scheduled FTM shall
be advised, so Facilities can observe per their
requirements. DGS-PM should provide the
completed Equipment List at this time.
Equipment List B.
8 Schedule Closeout
Conference
On larger projects, DGS-PM shall schedule a
Project Closeout Conference when the DGS-PM
Team deem it adventagous.
Invitee's should include FTM, CTM, A-E, Client
Agency Rep.and, at GC's discretion, major sub-
contractors. Schedule with sufficient time to help
GC prepare for requesting Substantial Completion.
Turnover Checklist
Base
9 Schedule Training
Sessions.
DGS-PM shall invite Turnover Manager to all
training sessions required by the contract
documents, (or requested by FTM based on scope
of work). Provide Turnover Manager with a
minimum of five working days’ notice to allow
Facilities to schedule the correct personnel. All
training sessions shall be recorded. Include sign-in
sheet
A.
C.
10 Pre-Substantial
Completion Final
Punch List Walk
DGS-PM shall invite the Turnover Manager and
Punch list Manager. (Following the contractors
written request for Substantial Completion in
accordance with specification section 017700)
Request for
Substantial
Completion Letter
A.
11 Process Certificate of
Substantial
Completion.
DGS-PM shall review the documents provided by
the Contractor, mark up the Pre-Substantial
Completion Section of Turnover Checklist and
provide to CTM for verification. DGS-PM and
CTM shall process the Certificate of Substantial
Completion.
Certificate of
Substantial
Completion
D.
E.
F.
G.
H.
12 Process Final
Completion
Documents
DGS-PM shall review the documents provided by
the Contractor, mark up the Pre-Final Completion
section of the Turnover Checklist and provide to
CTM for verification.
G.
H.
I.
CONSTRUCTION PHASE
Update 03/08/24 5
TURNOVER PROTOCOL - STEP BY STEP PROCEDURE
STEP TITLE DESCRIPTION TURNOVER
DOCUMENTS
APPEN-
DICES
13 Confirm Second
Season HVAC
Commissioning done.
Sign and date relevant box in the Post-Final
Completion section of the checklist and forward to
CTM.
Marked up Turnover
Checklist (Post-
Final Completion
Section)
14 Confirm
miscellaneous Post-
Final Completion
items are done.
Once items are done, sign and date relevant box in
the Post-Final Completion section of the Turnover
Checklist. Forward to CTM. The following are
examples of Post-Final Completion Items which
may or may not be applicable depending on the
specifics within the project specifications. If service
visits are required provide copies of the work
tckets to the Turnover Manager for record.
Marked up Turnover
Checklist (Post-
Final Completion
Section)
H
14a Door Hardware
Maintenance
Typically a 6 month maintenance agreement ,
including quarterly preventative maintenance.
14b Kitchen Equipment Typically a follow up demonstration at three months.
14c Elevator Maintenance Typically provided for the same duration as the
specified warranty term.
14d HVAC Water
Treatment
In a hydronic system, typically a one year
maintenance agreement included for water
treatment, including chemicals supply.
14e Infrared Inspection Typ. at 2 & 11 months after Substantial Completion.
14f Lighting Controls Manufacturers optimization visit included for the
Lighting Control System, to be conducted six
months after Substantial Completion.
14g Telephone & Data One year maintenance agreement, including four
quarterly inspections and service calls.
14h Video Surveillance Annual remote and on-site service and
maintenance, including all software patches and
upgrades.
14i Access Controls
System
Occupancy adjustment included , to be scheduled
six months after Substantial Completion.
14j Vegetated Roof
Assembly
Typically two year maintenance agreement.
15 One Year Warranty
Expiration
Walkthrough.
PM shall schedule this walkthrough, invite the
Turnover Manager and client agency
representatives. Once the generated punch list is
complete, sign and date relevant box in the Post-
Final Completion section of the Turnover Checklist
and forward to CTM.
Marked up Turnover
Checklist (Post-Final
Completion Section)
J.
POST-CONSTRUCTION PHASE
Update 06/02/23 5
H.
H
H
H
H
H
H
H
H
H
H
3. TURNOVER RELATED DOCUMENTS
The CTM will create a submittal file (01 7700 01.0 DGS Turnover Documents) in
ProjectTeam that includes the following forms for your use.
1. Design Review Comment Form
2. Request
for Substantial Completion.
3. Equipment List.
4. Turnover Checklist.
5. Contact List.
6. A/E Sign-off.
7. Client Agency Acknowledgement.
8. Certificate of Substantial
Completion.
9. 11
Month Warranty Walk Tracker
Project: Date:
Reviewer: Review Stage:
ITEM DRAWING/
SECTION TOPIC COMMENT RESPONSE FOLLOW UP
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
TURNOVER PROTOCOL
REVIEW AND COMMENT FORM
Updated 12/07/23 Page 1 of 1
Form Rev. 1.0 06/01/23
REQUEST FOR SUBSTANTIAL COMPLETION
[Date]
Capital Construction Services
Department of General Services
3924 Minnesota Ave. NE
Washington DC 20019-2661
Attention: _____________________________ [DGS-PM]
Reference: _____________________________ [project name]
Dear Sir/Madam,
____________________________________ [contractor] hereby requests an inspection for determination
of date of Substantial Completion for the above referenced project, or portion hereof as detailed below.
[insert description of partial area] The following documents have been uploaded to ProjectTeam in the
Submittals form:
Certificate of Occupancy.
Other final inspections, operating certificates, and similar releases, permitting District unrestricted
use of Work and access to services and utilities. [list]
Draft copies of warranties, workmanship bonds, maintenance service agreements, final
certifications, and similar documents, including a warranty contact list.
Comprehensive Punch List, as approved by the DGS-PM, with all material items completed.
Schedule of Attic Stock, including all tools, spare parts, extra materials, and similar items, as
required by Specification Section 017861.
Operation and Maintenance Manuals in accordance with specification section 017823.
Equipment list in spreadsheet format, including equipment tag/label information.
Closure reports for environmental abatement work performed by the contractor. (list)
Draft commissioning report of systems, subsystems, and equipment in accordance with Section 01
91 13, including letter from Commissioning Agent certifying that all material issues have been
resolved and systems are fully functional.
Additionally, we advise the following:
The following utility meter numbers need to be transferred to District responsibility as of date of
Substantial Completion
PEPCO _____________________________________
Washington Gas _____________________________________
DC Water. _____________________________________
We have contacted and advised the door hardware manufacturer to have the permanent keys and
cores delivered directly to you prior to date of Substantial Completion.
All fuel oil tanks have been filled. They will be topped off on the day designated for Substantial
Completion.
All training required by the Contract Documents has been completed.
Please advise when the inspection will be conducted.
Sincerely,
__________________________________________________
[Signature and printed name]
DGS CAPITAL CONSTRUCTION/FACILITIES MANAGEMENT TURNOVER PROTOCOL FORM
Equipment List
Agency NOTES:
Facility
Address
Equipment Type
(Common Name) Manufacturer Model No. Serial No. Refrigerant RPM Voltage Amps Phases Horse Power Installation Date BTU Fuel Type Filter Size Size/Capacity Room Number Floor
Number
Tag/
Label
PLUMBING
1
2
3
4
5
6
7
8
9
HVAC
1
2
3
4
5
6
7
8
9
ELECTRICAL
1
2
3
4
5
6
7
8
9
OTHER
1
2
3
4
5
6
7
8
9
<Insert DGS's Client Agency>
<Insert Facility Name>
<Insert project address>
1. If in doubt whether on not to include a piece of equipment,
include anything that has a serial number.
2. Do n
ot alter this form, other than adding lines as necessary.
PHYSICAL TAG/LABEL INFO
DGS Turnover Protocol Equipment List rev. 11/16/23 Page 1 of 1
Anticipated Date of Substantial Completion:
Pre-Substantial Completion As of
DGS PM
INITIAL
Date
Complete Comments
Reference
Note
2.1
2.2
2.2
2.2
2.2
2.4
2.5
2.6
2.7
2.6
2.8
2.9
2.10
2.6
2.601 77 00
Proposed schedule of maintenance
Contact List.
Equipment schedule (in excel) 01 78 23
Operation Certificates & Permits
All DOB Final Approvals
Boiler inspection (Green Stickers)
Commisioning / HVAC balancing complete
All training completed
Final cleaning completed
01 78 23
Cx deficiency log items resolved.(See Reference
Note)
Verified Received by:
Name:
01 79 00
01 78 23
01 50 00
Facilities Turnover Manager
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
CONSTRUCTION / FACILITIES DIVISIONS
TURNOVER CLOSEOUT CHECK LIST
Activity
SPEC
SECTION
Agency - Facility - Project - Year
DGS PM
Intial S.C. Date
Project Name:
Project Manager:
01 77 00
Elevator (conveying system) inspection 01 77 00
Other operator certificates (per project) 01 77 00
Certificate of Occupancy
01 77 00
01 77 00
O & M manuals submitted
Keys: permanent cores and keys to DGS
Punch list (with only minor items remaining)
01 91 13
form update 06/01/23 3924 MINNESOTA AVE. NE ● WASHINGTON, D.C. 20009
Office:(202)545-3032 ● Main: (202)724-4400 Page 1 of 4
Anticipated Date of Substantial Completion:
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
CONSTRUCTION / FACILITIES DIVISIONS
TURNOVER CLOSEOUT CHECK LIST
Agency - Facility - Project - Year
DGS PM
Intial S.C. Date
Project Name:
Project Manager:
As of
DGS PM
INITIAL
Date
Complete Comments
Reference
Note
3.1
3.3
3.4
3.2
3.5
3.6
3.6.1
3.6.2
3.2
3.2
3.8
3.7
3.9
3.2
3.11
3.12
3.13
01 77 00
Facilities Turnover Manager
Name:
Verified Received by:
Training recordings submitted
SPEC
SECTION
Pre-Final Completion
Activity
01 79 00
Final meter reading for utilitites 01 50 00
Fuel Tanks Filled
Final Commissioning report.
Drawings (PDF and CAD files) 01 78 39
Warranties 01 78 70
Elevator (conveying system) certificate
Final Property (wall check) Survey
01 77 00
Attic stock, parts and equipment list
01 78 39
DOEE (SWM) approval
MSDS for finishes & materials incorporated.
Specifications
01 78 70
As-built documents.
Environmental, Health & Safety documents.
Maintenance Agreements
Valve Plan
Tags, labels, plaques (if applicable)
Meter plan
Punch list with all items resolved. 01 77 00
01 78 61
form update 06/01/23 3924 MINNESOTA AVE. NE ● WASHINGTON, D.C. 20009
Office:(202)545-3032 ● Main: (202)724-4400 Page 2 of 4
Anticipated Date of Substantial Completion:
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
CONSTRUCTION / FACILITIES DIVISIONS
TURNOVER CLOSEOUT CHECK LIST
Agency - Facility - Project - Year
DGS PM
Intial S.C. Date
Project Name:
Project Manager:
As of
DGS PM
INITIAL
Date
Complete Comments
Reference
Note
4.1
4.1
4.1
4.1
4.1
4.1
Second season HVAC commissioning completed.
Completion unless otherwise agreed to in writing by the Contracting Officer. Agreements must be written to the benefit of the District. The scope of work
must be clearly stated, in the agreement, to allow the Facilities Maintenance staff to confirm the work is being completed.
3.5. Attic Stock: Confirm all attic stock has been provided by initializing in the PM Check column. Provide an itemized list, with quantities, of
all materials, parts and equipment. Also, include stored location.
3.6. As Built Documents:
3.2. Confirm complete by initializing in the “PM Check” column and dating in the “Date complete” column.
3.3. Warranties:
3.3.1. All warranties shall start on the date Substantial Completion as noted on the EXECUTED Certificate of Substantial Completion.
3.3.2. Special warranties, those extending past the General Contractors standard one year warranty, must not be addressed solely to the
General Contractor. They must also be written to the benefit of the District (or Owner).
3.4. Maintenance Agreements: If the project includes Maintenance Agreement(s) these agreements shall start at the date of Substantial
2.7 For Substantial Completion all Cx deficiency log items should be resolved. Any remaining minor items must be added to the punch list.
2.6. Confirm complete by initializing in the “PM Check” column and dating in the “Date complete” column.
2.8. Contact List: Provide list of contractors by trade. Contact details should be those for warranty calls, not the necessarily the construction contact.
2.9. O&M Manuals Submitted:
2.9.1. Manuals are required at Substantial Completion as the District will be responsible for maintenance as of that date.
2.9.2. O&M Manuals shall be organized in the same order as the project specification sections. Provide files divided by
specification division and with filenames starting with the specification section.
2.10. Proposed Schedule of Maintenance: The O&M manuals shall include a written schedule of maintenance.
3. PRE-FINAL COMPLETION
3.1. Elevator certificate: Provide copy of certificate (The one that is typically displayed in the elevator)
2. PRE-SUBSTANTIAL COMPLETION
2.1. Certificate of Occupancy: Conditional may be acceptable if allowed by construction contract.
2.2. Other Inspections: Provide copies of final inspections and approvals as applicable to project.
2.3. Emergency Evacuation Plans: Confirm these are prepared and posted. They must be posted prior to occupancy.
2.4. Punch List (with only minor items remaining): Provide a copy of the consolidated punch list. At Substantial Completion all material punch list
items have to be completed. Material punch list items are those that would restrict the Districts full intended use of the facility. Also see note 2.7 below
2.5. Equipment Schedule: Provide a completed equipment schedule (base form provided in ProjectTeam).
1. GENERAL NOTES
1.1. PM to initial and date (when completed) against each item applicable to the project.
1.2. PM to note “N/A’ against each item not applicable to the project.
1.3. For each phase, all documents are to be collected by PM and turned over to Turnover Manager at one time.
1.4. When submitting each phase, don't leave a box in the ‘PM Check’ column blank. Either initial as done, mark N/A, or provide a comment.
Facilities Turnover Manager
Name:
Verified Received by:
Elevator inspection report (one year)
Fire Alarm inspection report (one year)
Infrared testing of electrical system (6 months)
Activity
SPEC
SECTION
Any other Post-Final contract requirements (list),
following are examples.
Post-Final Completion
Pre 1 year warranty expiration inspection.
form update 06/01/23 3924 MINNESOTA AVE. NE ● WASHINGTON, D.C. 20009
Office:(202)545-3032 ● Main: (202)724-4400 Page 3 of 4
Anticipated Date of Substantial Completion:
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
CONSTRUCTION / FACILITIES DIVISIONS
TURNOVER CLOSEOUT CHECK LIST
Agency - Facility - Project - Year
DGS PM
Intial S.C. Date
Project Name:
Project Manager:
3.8. Provide copy of DOEE Final Approval letter for SWM.
3.13. Final Property (wall check) Survey: Provide in PDF format if required by Contract Documents or Surveyors office.
4. POST-FINAL COMPLETION
4.1 If required by contract documents, confirm complete by initializing in the “PM Check” column and dating in the “Date complete” column.
Mark N/A if not applicable.
3.7. Environmental, Health & Safety Documents: Provide all applicable documents in electronic format for archiving. Mark N/A if not
applicable. Do not leave blank.
3.9. Final Meter Reading for Utilities: Confirm final readings have been taken and responsibility transferred to the District. If a Landlords
responsibility, mark N/A.
3.10. Permanent Meters installed: Confirm no temporary meters remain in use.
3.11. Training Recordings Submitted: Submit electronic copies of all training sessions, in ProjectTeam.
3.12. Final Commissioning Report: Provide in electronic in ProjectTeam.
3.6.1. Drawings: Provide electronic PDF files by discipline and CAD (or BIM) files, including all required XRef files.
3.6.2. Specifications: Provide an electronic copy of the complete set of project specifications, amended to reflect any changes occurring
during the construction phase.
form update 06/01/23 3924 MINNESOTA AVE. NE ● WASHINGTON, D.C. 20009
Office:(202)545-3032 ● Main: (202)724-4400 Page 4 of 4
Project Name: Agency - Facility - Project - Year
Project Manager: DGS PM
Company Contact Office Phone Cell Phone Email Website
GENERAL
CONTRACTOR
Sr. Project Manager
Asst. Project Manager
Project Coordinator
LEED Coordinator
Division/Trade Company Contact Office Phone Cell Phone Email Website
DIVISION 04 - Masonry
DIVISION 05 - Metals
DIVISION 02 - Existing Conditions
DIVISION 03 - Concrete
SUB-CONTRACTORS (add or remove as appropriate to project), (use appropriate contact for warranty work)
TURNOVER CONTACT LIST
DIVISION 06 - Wood, Plastics & Composites
DIVISION 07 - Thermal & Moisture Protection
Form update 06/01/23 1 of 3
Division/Trade Company Contact Office Phone Cell Phone Email Website
DIVISION 21 - Fire Suppression
DIVISION 23 - Heating, Ventilating & Air Conditioning
DIVISION 14 - Conveying Equipment
DIVISION 22 - Plumbing
DIVISION 12 - Furnishings
DIVISION 13 - Special Construction
DIVISION 11 - Equipment
DIVISION 10 - Specialties
DIVISION 09 - Finishes
DIVISION 08 - Openings
DIVISION 26 - Electrical
Form update 06/01/23 2 of 3
Division/Trade Company Contact Office Phone Cell Phone Email Website
DIVISION 28 - Electronic Safety & Security
DIVISION 31 - Earthworks
DIVISION 32 - Exterior Improvements
DIVISION 33 - Utilities
DIVISION 27 - Communications
Form update 06/01/23 3 of 3
A/E SIGN OFF FOR SUBSTANTIAL COMPLETION
TURNOVER PROTOCOL Page 1 of 1 A/E Sign Off Form Doc rev. 1.2 (06/01/23)
PROJECT NAME: <Exactly as written in construction contract>
CONTRACTOR: <Exactly as written in construction contract>
CONTRACT No.: <Exactly as written in construction contract, including Task Order No.>
COMPLETE PROJECT.
PARTIAL – List areas/phase
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
We ___________________________ have reviewed the complete project, or partial project as noted above,
Architect/Engineer (Firm Name)
and to the best of our knowledge, information and belief, have found the Work to be in accordance with the
Contract Documents, except as noted on the attached punch list.
We also confirm we have reviewed the closeout documents required for substantial completion (as detailed
in the Turnover Protocol “Request for Substantial Completion” letter) and found the closeout documents to
be in accordance with the Contract Documents.
___________________________________________________ ____________________________
A/E Signature and printed name and title D a t e
Note: The above does not, in any way, designate the date of Sub stantial Completion as pertains to the
contract between the Contractor/Construction Manager/Design Builder and the District.
CLIENT AGENCY ACKNOWLEDGEMENT
TURNOVER PROTOCOL Page 1 of 1 Client Agency Form
Doc. Rev. 1.0 (06/01/23)
CONTRACT NAME:
CONTRACT No.:
CLIENT AGENCY:
CONTRACTOR:
<Exactly as written in construction contract>
<Exactly as written in construction contract>
_________________________________________________________________
<Exactly as written in construction contract>
COMPLETE PROJECT.
PARTIAL – List areas/phase
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
__________________________ (Client Agency) acknowledges receipt of the following close-out/turnover
documents for the above referenced project.
Certificate of Occupancy/Building final Inspection.
Operation and Maintenance Manuals
As-Built Drawings (pdf & AutoCad)
Warranties,
Maintenance service agreements, (List)
Project Contact List
Schedule of Attic Stock.
Equipment list.
Closure reports for environmental abatement work.
Commissioning report (Draft, final to follow)
________________________________________
________________________________________
___________________________________________________ ____________________________
Client Agency Contact and printed name Date
(for non-DGS maintained facilities)
CERTIFICATE OF SUBSTANTIAL COMPLETION
Page 1 of 2
CONTRACT NAME: __________________________________________________________
CONTRACTOR: __________________________________________________________
CONTRACT No.: - - -
COMPLETE PROJECT.
PARTIAL – List areas/phase
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
DGS-PM to complete Section 1 or Section 2
SECTION 1 - Substantial Completion Request Rejected
As requested by the Contractor, the DGS-PM has inspected the project and the submitted close-
out documents.
The following items must be completed or corrected prior to certifying the Date for Substantial
Completion.
ITEM DESCRIPTION COMPLETE
1
2
3
4
5
6
7
8
9
10
11
12
Once the above noted items are complete, submit written request for re-inspection.
____________________________ __________________________________________________
DGS-PM and printed name
Certificate of Substantial Completion (rev. 060123)
Date
Certificate of Substantial Completion (rev. 060123) Page 2 of 2
CERTIFICATE OF SUBSTANTIAL COMPLETION
SECTION 2 - Substantial Completion Request Accepted
As requested by the Contractor, the DGS-PM has inspected the project and the submitted close-
out documents and recommends the Project, or Specified area of the Project, be accepted as
Substantially Complete at ______________ (time) on _______________, 20__. (date)
____________________________ __________________________________________________
DGS PM and printed name Date
___________________________________________________ ____________________________
Construction Turnover Manager and printed name Date
____________________________ __________________________________________________
Executive Program Manager and printed name
Date
All warranties will start the day of Substantial Completion, with the exception of those items remaining
on the attached punch list, which will start as of the date of Final Completion. The failure to include an
item on the punch list does not alter the responsibility of the Contractor to complete all the Work in
accordance with the Contract Documents, including authorized changes thereof. The Contractor shall
complete or correct the work on the attached punch list by ____/____/____. If the list of items is not
completed within the time allotted the District has the right to be compensated for the delays and/or
complete the work with the help of an independent contractor at the expense of the retained project
funds. If the retained project funds are insufficient to cover the delay/completion damages, the district
shall be promptly reimbursed for the balance of the funds needed to compensate the District, either
directly or by claim against the Performance Bond.
Warranty Walk-through Check List
Project Name:
Date:
P
articipants: Reference Sign In Sheet
Item # BIC Warranty or
Maintenance
Floor and Location Description Action
2
3
4
5
6
7
8
9
10
11
12
13
1
4. APPENDICE (CCS PM’s)
A. TURNOVER MEETING REQUIREMENTS
Regarding scheduling contract and Turnover Protocol required meetings
commissioning, training sessions, pre-close-in walk-throughs, punchlist, etc.), DGS
Facilities have requested the following time frames be used to the greatest extent
possible. This is required to accommodate their mechanics work schedules.
• M
echanical equipment training/commissioning: 7a.m. start, conclusion by noon.
• Electrical & Plumbing equipment training/commissioning: 9a.m. start,
conclusion by 2p.m.
• Pre-close-in walkthroughs, punchlists: 9a.m. start, conclusion by noon.
• If multiple trades involved provide individual start times for each trade.
Per the Turnover Protocol these sessions must be scheduled a minimum of 5 working
days in advance, to allow Facilities to rework their personnel schedules accordingly.
Invites should be sent to both the CTM and the FTM. FTM will distribute to the appropriate
personnel within FMD.
Invites shall include a) specific meeting location, easily identifiable to someone not familiar
with the current site conditions and b) advice on the site-specific PPE requirements.
B. EQUIPMENT LIST
Have GC/CMAR/D-B complete the form and upload it to ProjectTeam just prior to the start of
Functional Testing in the Commissioning process. Send a forced notification to CTM & FTM, as
soon as uploaded. Do not allow the GC/CMAR/D-B to modify the document in any way, other
than adding additional lines as required. Equipment Tag/Label information must be the
information that’s on the physical tag, not the information on the equipment schedule in the
construction drawings, and each tag must be unique. (Reference the requirements in the
specifications, typically sections 220553, 230553, 260553.)
C. TRAINING RECORDINGS
Recordings shall be professional in nature. Not recorded by a random individual on their
cellphone. Please be aware of background noise, especially around mechanical equipment. Please
keep files to a maximum of 2GB, breaking into parts if necessary. When a commissioning agent
is employed on the project, training must not be conducted until the Cx advises the equipment is
ready for training.
D. A/E SIGN OFF FOR SUBSTANTIAL COMPLETION
On projects where you have an A/E, either as part of a D-B team or providing Title II services,
use the A/E Sign-Off form to have the A/E certify the work has been completed in accordance
with the design and that the close-out documents have been reviewed and comply with the project
specifications.
Tick either the “Complete Project” box or the “Partial” box, as appropriate. If a Partial
Turnover, include a clear description of the area being turned over. Attach marked up plans
(with system demarcation points highlighted) as necessary.
E. CONTACT LIST
Contact list must be provided with the pre-substantial completion package. Contact list for
Turnover purposes should include the GC/DB and all first-tier sub-contractors. It should be
organized by trade (or specification division), not by company name. The contact information
should be the correct information for warranty calls, not necessarily the on-site or construction
contacts, as many larger companies have designated warranty departments. An appropriate
contact list base is provided in this package.
F. PROCESSING CERTIFICATE of SUBSTANTIAL
COMPLETION
Per standard Division 1 specification requirements, Contractor shall submit a written
request for Substantial Completion, 10 days prior to when they anticipate being
substantially complete. At that time, they must provide all the close-out documents
required for substantial completion. See the “Request for Substantial Completion”
document, in the documents section of this manual, which the contractor can use for this
purpose. It also provides a checklist of the items typically required.
Once received, the DGS-PM should review the project conditions and the documents
provided and either reject the request or recommend acceptance.
If rejecting the request, you can use Section 1 of the Certificate of Substantial Completion to list
the deficiencies and officially reject the request.
If recommending acceptance, complete the relevant parts of Section 2 of the CofSC per the
following:
When you have all the docs required by the first page of the Turnover Checklist complete the
Complete the first page of the Turnover Checklist and attach to the CofSC, as page 3.
1. Attach the punchlist as of your proposed Substantial Completion date, as page 4, (only if
there are any outstanding items). Remember to include any outstanding Cx Issue Log items in
the Punchlist.
2. Input your proposed Substantial Completion date in the space provided in the second from
last paragraph of the second page.
3. In the last paragraph on the second page, in the space provided, add the date by which you
want the contractor to complete the punchlist. (if none insert N/A)
4. Also, on the second page, electronically sign the document on the “DGS PM” line. Do not
sign the first page.
5. Forward to the CTM, as a Project Team Action Item.
G. CLIENT AGENCY ACKNOWLEDGEMENT
On a project where CCS is responsible for managing the construction, but another agency is
responsible for maintenance, the turnover documents should be provided to that agency. Have
the agency complete the Client Agency Acknowledgement form and return a copy to the CTM.
H. PROJECTTEAM TRANSMITTAL PROCESSING
For each phase of Turnover, once the DGS-PM has reviewed and accepted the documents, create
a transmittal in ProjectTeam. Transmittal line items shall mimic the Turnover Checklist activity
line items.
Please reference the ProjectTeam Quick Reference Guide on process on creating a transmittal
Link: projectteam.com/dgs/home.html
Once the transmittal has been created forward a ProjectTeam Action Item to CTM.
I. TURNOVER FINAL SIGN-OFF
Once the Final Completion documents have been received and accepted by the CTM the CTM will
provide a Turnover Final Sign-Off which must be included in the PM’s package for release of
retainage submitted to the Deputy Director. To provide this sign-off, the following must have
occurred: -
a. a
ll required turnover documents must have been provided to the CTM.
b. Any post-substantial completion maintenance included in the construction contract must
be covered by a Maintenance Agreement between the sub-contractor providing that
maintenance and the District and must be executed by an officer of the sub-contractor.
c. If DGS-FMD is not providing ongoing maintenance the Client Agency Acknowledgement
must be provided.
J. WARRANTY WALK
The purpose of the “One Year Warranty Walkthrough” is to identify any items that should have
been called in as warranty issues by the client or DGS-FMD, but have not been for any particular
reason. Therefore, at the walkthrough we need the following:
1. an on-site representative from the client to point out any issues they may have,
2. an on-site representative from Facilities to do the same,
3. the DGS PM to determine, and document, which issues are covered by the
construction contract (and therefore warranty issues), which issues are user wear and
tear/damage/lack of maintenance (not warranty issues), and which are not within the
scope of the construction contract (not warranty issues),
4. the contractor, to be aware of any warranty issues identified and to make sure they are
taken care of by the relevant subcontractors before the warranty expires.
Y
ou can use the use the “Warranty Walk-through Check List” included in this protocol to track any
issues found.
5. APPENDICE (FMD Staff)
.
Exhibit U
Link to Quality Control Master Program
https://app.box.com/s/gezyj4x5nj362p64opqn048kz9wtsd5r
Exhibit V - First Source Employment Agreement
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DepartmentofEmploymentServices
xk
a
zs
MurieL BOWSER Dr. UNIQUE Morris-HUGHES
Mayor DIRECTOR
September6,2023
SafiullahBaran
ContractSpecialistThe DepartmentofGeneralServices
3924 Minnesota Avenue, NE
Washington,DC 20019
Re:
irstSourceEmploymentAgreement
DearMs.Baran,
EnclosedisyourcopyofthesignedFirstSourceEmploymentAgreementbetweentheD.C.Department
ofEmploymentServices(DOES)and nstructionCorporationDeveloper0,
GeneralContractor@ orSubcontractor().UnderthetermsoftheAgreement,youarerequiredtouseDOES asthefirstsourcetofillallnewjobscreatedasaresultofProject:DesignBuildServicesfor
LakieEducationCampusAddition
YoumustregisterandpostyourjobvacanciestotheDepartmentofEmploymentServices’VirtualOne-Stop(VOS)atwww.denetworks.org.
Inaddition,youarerequiredtohavethefollowingpercentageofhoursworkedbyDistrictresidents:20%ofjourneyworkerhours;60%ofapprenticehours;51%ofskilledlaborerhours;and70%ofcommonlaborerhours.Further,DistrictresidentsregisteredinprogramsapprovedbytheDistrictofColumbiaApprenticeshipCouncilshallwork35%ofallapprenticeshiphoursworkedinconnectionwiththeProject,‘or60%whereapplicable.
Reminder:AllGeneralContractorsmust invitetheirsubcontractorsthataresubjecttotheFirstSourceEmploymentAgreementrequirements,tojointheprojectusingtheFirstSourceOnlineRegistration&ReportingSystem(FORRS),websitehttp://firstsource.de.gov.Additionally,contractorsarerequiredtoreporthoursworkedpercentagesthroughoutthedurationofyourcontract.ContactthemonitorlistedbelowregardingLCPTrackersubmission.
Ifyouhaveanyquestionsorneedadditionalinformation,pleasecontactDeCarloWashington,(202)698-5772,decarlo.washington@de.gov
Sincerely,AE Joh
DanielKing,InterimAssociateDirectorOfficeofFirstSourceCompliance
Enclosure
4058MinnesotaAve,N.E.+Suite5000+Washington,D.C.20019+Office:202.671.1900
xk xk kk
a GOVERNMENTOFTHEDISTRICTOFCOLUMBIA— FIRSTSOURCEEMPLOYMENTAGREEMENTFOR —CONSTRUCTIONPROJECTSONLY
GOVERNMENT-ASSISTEDPROJECT/CONTRACTINFORMATIONCONTRACTISOLICITATIONNUMBER:_CAM22-c8:8F?-c005
DISTRICTCONTRACTINGAGENCY:DepartmentofGeneralServicesCONTRACTING— OFFICER: PeteGrogan
TELEPHONENUMBER:(202)727-7138TOTAL CONTRACT AMOUNT: $18,000, 000.00 -
THISSECTIONTO BECOMPLETED BYTHE BENEFICIARYONLY:TOTALGOVERNMENTASSISTEDFUNDEDAMOUNT:514.000.0000_DATE 992029
CONTRACT OGRANT QLOAN OTAX ABATEMENTOREXEMPTIONOLANDTRANSFERCLLANDDISPOSITIONAND DEVELOPMENTAGREEMENT0 TAXINCREMENTFINANCINGGANY ADDITIONALLEGISLATION,IFYES,
D.C.CODE#
GENERAL CONTRACTORWILLMEETTHEHIRINGOR HOURSWORKED PERCENTAGESREQUIREMENTSFORENTIREPROJECT¥] ORPEREACHSUBCONTRACTOR[]
CITY:Wastiogon STATE:9¢ ‘ZIPCODE:20032PROJECTSTARTDATE:915205 PROJECTENDDATE:_7/182025EMPLOYERSTARTDATE;aisai23EMPLOYER ENDDATE:77152025
EMPLOYERINFORMATION
EMPLOYER NAME: IheKeystonePusConstnesionCopomton0
EMPLOYERADDRESS:1825MrnesasAvene,S580,0CITY:Wastingon STATE:© ZIPCODE:20020TELEPHONENUMBER:(02770 FEDERALIDENTIFICATIONNO.:s2:640762CONTACT PERSON:visonGuar
TITLE:Vice President
E-MAIL:vouenangheyeonedcon TELEPHONE NUMBER: (rieszaraCERTIFIEDBUSINESSENTERPRISESCERTIFICATIONNUMBER:(52:28076012024D.C.!APPRENTICESHIPCOUNCIL REGISTRATIONNUMBER:91254AREYOUASUBCONTRACTOR [YES[+]NOIFYES,NAMEOFPRIMECONTRACTOR:
ThisFirstSourceEmploymentAgreement(Agreement),inaccordancewithWorkforceIntermediaryEstablishmentandReformoftheFirstSourceAmendmentActof2011(D.C.OfficialCode§§2-219.01—2.219,05),andrelevantprovisionsoftheApprenticeshipRequirementsAmendmentActof2004(D.C.OfficialCode § 2-219.03 and § 32-1431) is a required agreement between the Districtof Columbia
DepartmentofEmploymentServices(DOES)andEMPLOYER.
EMPLOYER,whichincludestheBeneficiaryandallcontractorsandsubcontractors,isworkingonacontractorprojectthathasreceived:
C1 D.C.Governmentassistancevaluedbetween$300,000and$5milliondollars,requiredtomakeagoodfaithefforttoensurethat51%ofallnewhiresareDistrictresidents.(D.C.OfficialCode§ 2-
219(€)(1)(A))
D.C.Governmentassistancevaluedat$5millionormore,requiredtohavethefollowingpercentageofhoursworkedineachclassificationbyDC residents;20%ofjourneyworkerhours;60%ofapprenticehours;51%ofskilledlaborerhours;70%ofcommonlaborerhoursforalljobscreatedbytheProject.(D.C.OfficialCode§2-219.03(1A)(A))
Page|of11 FiatSouceEmploymentAgreement,RevisedFebruary13,2018
DOES isthefirstsourceforrecruitment,referral,andplacementofnewhiresoremployeesforalljobs
createdbytheGovernmentA:
1edProjectorContract(Project).
‘ThePartiesagreetothetermsandconditionsoftheAgreementasfollows:
Thefollowingdefinitis
A.
B.
DEFINITIONS
nsshallgovernthetermsusedinthisAgreement.Apprenticemeansaworkerwhoisemployedtolearnanapprenticeableoccupationunderthetermsandconditionsofapprovedapprenticeshipstandards.
Beneficiarymeans:1.ThesignatorytoacontractexecutedbytheMayorwhichinvolvesanyDistrictofColumbiagovernmentfunds,orfundswhich,inaccordancewithafederalgrantorise,theDistrictgovernmentadministersandwhichdetailsthenumberandn ofalljobscreatedbyagovernment-assistedProjectforwhichthebeneficiaryisrequiredtousetheFirstSourceRegister;
2. A recipientofa Districtgovernmenteconomicdevelopmentactionincludingcontracts,grants,loans,taxabatements,landtransfersforredevelopment,ortaxincrementfinancingthatresultsinafinancialbenefitof$300,000ormorefromanagency,commission,instrumentality,orotherentityoftheDistrictgovernment,udinga financialorbankinginstitutionwhichservesastherepositoryfor$1millionormoreofDistrictofColumbiafunds.
ContractingAgencymeansanyDistrictofColumbiaagencythatawardedagovernmentassistedProjecttotaling$300,000ormore.
Directlaborcostsmeansallcosts,includingwagesandbenefits,associatedwiththehiringandemploymentofpersonnelassignedtoaprocessinwhichpayrollexpensesaretracedtotheunitsofoutputandareincludedinthecostofgoodssold.
EMPLOYER means any entityawarded a government assistedProjecttotaling$300,000 or
more,includingallindividualcontractorandsubcontractorentitiesatanytierwhoworkontheProject.
FirstSourceEmployerPortalisawebsiteconsistingofaconnectedgroupofstaticanddynamicwebpageswiththeabilityforEmployerstoenterdatausingtheinternet.ThewebsiteisaccessiblebyaUniformResourceLocator(URL)andismaintainedbyDOES.ThewebsiteprovidesreportinginformationtoFirstSourceEMPLOYERS.
FirstSourceRegistermeanstheDOES AutomatedApplicantFiles,whichconsistsofthenamesofDC residentsregisteredwithDOES.
Good faitheffortmeans an EMPLOYER has exhausted allreasonablemeans tocomply with
anyaffirmativeaction,hiring,orcontractualgoal(s)pursuanttotheFirstSourcelawand‘Agreement.
Government-assistedprojector contract(Project)meansanyconstructionor non-
constructionProjectthatreceivesfunds or resources,valued at $300,000 or more, from the
DistrictofColumbia,orfundsorresourceswhich,in accordancewitha federalgrantor
otherwise,theDistrictofColumbiagovernmentadministers,includingcontracts,grants,loans,taxabatementsorexemptions,landtransfers,landdispositionanddevelopmentagreements,taxincrementfinancing,oranycombinationoftheaforementioned.
Page2 of11 PestSourceEmploymentAgreement,RevisedFebruary15,2018
J. HardtoemploymeansaDistrictofColumbiaresidentwhoisconfirmedbyDOESas:
‘Anex-offenderwhohasbeenreleasedfromprisonwithinthelast10years; antoftheSupplementalNutritionAssistanceProgram;permanentdisabilityverifiedbytheSocialSecurityAdministrationorDistrictvocationalrehabilitationprogram;Unemployedfor6monthsormoreinthelast12-monthperiHomeless;7.A participantorgraduateoftheTransitionalEmploymentProgramestablishedby§
32-1331;or
8.AnindividualwhoqualifiedforinclusionintheWorkOpportunityTaxCreditProgramascertifiedbytheDepartmentofEmploymentServices.
K.Indirectlaborcostsmeansallcosts,includingwagesandbenefits,thatarepartofoperatingexpensesandareassociatedwiththehiringandemploymentofpersonnelassignedtotasksotherthanproducingproducts.
L. Jobsmeansany unionand non-unionmanagerial,non-managerial,professional,nonprofessional,technicalornontechnicalpositionincluding:clericalandsalesoccupations,serviceoccupations,processingoccupations,machinetradeoccupations,benchworkoccupations,structuralworkoccupations,agricultural,fishery,forestry,andrelated‘occupations,andanyotheroccupationsastheDepartmentofEmploymentServicesmayidentifyintheDictionaryofOccupationalTitles,UnitedStatesDepartmentofLabor.
=NewHire:IndiassistedProject.
lual(s)newlyhiredbytheEMPLOYERtoperformworkonagovernment
N. Transfer:ExistingEMPLOYERemployeewhohasbeenmovedfromoneProjecttoanotherProject.
©.Journeymanmeansaworkerwhohasattainedalevelofskill,abilitiesandcompetenciesrecognizedwithinanindustryashavingmasteredtheskillsandcompetenciesrequiredforthe‘occupation.
P.RevisedEmploymentPlanmeans#documentpreparedandsubmittedbytheEMPLOYERthatincludesthefollowing:
1.A projectionofthetotalnumberofhourstobeworkedontheProjectbytrade;
2. A projectionofthetotalnumberofjourneyworkerhours,bytrade,tobeworkedontheProjectandthetotalnumberofjourneyworkerhours,bytrade,tobeworkedbyDC residents;
3.A projectionofthetotalnumberofapprenticehours,bytrade,tobeworkedontheProjectandthetotalnumberofapprenticehours,bytrade,tobeworkedbyDCresidents;
4. A projectionofthetotalnumberofskilledlaborerhours,bytrade,tobeworkedontheProjectandthetotalnumberofskilledlaborerhours,bytrade,tobeworkedbyDC residents;
5.A projectionofthetotalnumberofcommonlaborerhourstobeworkedonthePage3of11 FltSewerEmploymentgremen,ReedFray15,2018
ProjectandthetotalnumberofcommonlaborerhourstobeworkedbyDCresidents;
6,A timetableoutliningthetotalhoursworkedbytradeoverthelifeoftheProjectandanassociatedhiringschedule;
ionsoftheskillrequirementsbyjobtitleorposition,includingindustry-recognizedcertificationsrequiredforthedifferentpositions;
8.A strategytofillthehoursrequiredtobeworkedbyDCresidentspursuanttothisparagraph,includinga componenton communicatingtheserequirementstocontractorsandsubcontractorsandacomponentonpotentialcommunityoutreachpartnershipswiththeUniversityoftheDistrictofColumbia,theUniversityoftheDistrictofColumbiaCommunityCollege,theDepartmentofEmploymentServices,JointlyFundedApprenticeshipPrograms,theDistrictofColumbiaWorkforceIntermediary,or othergovernment-approved,community-basedjob training
providers;
9. A remediationstrategytoameliorateanyproblemsassociatedwithmeetingthesehiringrequirements,includinganyproblemsencounteredwithcontractorsandsubcontractors;
10.ThedesignationofaseniorofficialfromtheEMPLOYER(S)orgeneralcontractor‘whowillberesponsibleforimplementingthehiringandreportingrequirements;
11,DescriptionsofthehealthandretirementbenefitsthatwillbeprovidedtoDC
residentsworkingontheProject;
12.A strategytoensurethatDistrictresidentswhoworkontheProjectreceiveongoingemploymentandtrainingopportunitiesaftertheycompleteworkonthejobforwhichtheywereinitiallyhiredandareviewofpastpracticesincontinuingtoemployDC
residentsfromoneProjecttothenext;
13.A strategytohiregraduatesofDistrictofColumbiaPublicSchools,DistrictofColumbiapubliccharterschools,andcommunity-basedjobtrainingproviders,andhard-to-employresidents;and
14,A disclosureofpastcompliancewiththeWorkforceActandtheDavis-BaconAct,whereapplicable,andthebidderorofferor’sgeneralDC residenthiringpracticesonprojectsorcontractscompletedwithinthelast2years.
Q TierSubcontractormeansanysubcontractorselectedbytheprimarycontractortoperformportion(s)orallworkrelatedtothetradeoroccupationarea(s)onaProjectsubjecttoFirstSourceAgreement,
R.WashingtonMetropolitanStatisticalAreameanstheDistrictofColumbia;VirginiaCitiesof Alexandria, Fairfax,Falls Church, Fredericksburg,Manassas, and Manassas Park; the
VirginiaCountiesofArlington,Clarke,Fairfax,Fauquier,Loudon,PrinceWilliam,Spotsylvania,Stafford,andWarren;theMarylandCountiesofCalvert,Charles,Frederick,MontgomeryandPrinceGeorges;andtheWestVirginiaCountyofJefferson.
S. WorkforceIntermediaryPilotProgrammeanstheintermediarybetweenemployersandtrainingproviderstoprovideemployerswithqualifiedDC residentjobapplicants.SeeDCOfficialCode§2-219.04b.
Page4of11 FratSeurceEmploymentAgreement,RevisedFebruary18,2018
Fr
GENERAL TERMS
Subjecttothetermsandconditionssetforthherein,DOESwillreceivetheAgreementfromtheContractingAgencynolessthan7calendardaysinadvanceoftheProjectstartdate.NoworkassociatedwiththerelevantProjectcanbeginuntiltheAgreementhasbeenacceptedbyDOES.
‘TheBeneficiaryand/orEMPLOYERshallrequireallProjectcontractorsandsubcontractors,underaProjectreceivinggovernmentassistanceorbenefitsvaluedat$300,000ormore,toenterintoanAgreementwithDOES.
Agreementwilltakeaffectoncebeneficiary/EmployerawardedcontractandstartworkonthegovernmentassistedProjectandnoworkcanbeginpriortoexecutionoftheAgreementandwillbefullyeffectivethroughtheduration,anyextensionormodificationsoftheProject,anduntilsuchtimeasconstructioniscompleteandacertificateofoccupancyisissued.
IfanEMPLOYERbeganworkpriortotheexecutionofa FirstSourceEmploymentAgreement,theEMPLOYERshallceaseworkontheProjectandsigna FirstSourceEmploymentAgreementtobeboundbytheapplicableFirstSourceEmploymentAgreementrequirements,retroactively,fromthestartofworkthroughoutthedurationofthecontract.
DOESwillproviderecruitment,referral,andplacementservicestotheEMPLOYER,subjecttothe limitationsinthisAgreement,
DOESandtheEMPLOYERagreethat,forpurposesofthisAgreement,newhiresandjobscreatedfortheProject(bothunionandnonunion)includeallofEMPLOYER'SjobopeningsandvacanciesintheWashingtonMetropolitanStatisticalAreacreatedfortheProjectasa
resultofinternalpromotions,terminations,andexpansionsoftheEMPLOYER'Sworkforce,asaresultofthisProject.
‘ThisAgreementincludesapprenticesasdefinedinD.C.OfficialCode§§32-1401-1431.
DOESwillmakeeveryefforttoworkwithinthetermsofallcollectivebargainingagreementstowhichtheEMPLOYERisaparty.TheEMPLOYERwillprovideDOESwithwrittendocumentationthattheEMPLOYERhasprovidedtherepresentativeofanycollectivebargainingunitinvolvedwiththisProjectacopyofthisAgreementandhasrequestedcommentsorobjections.Iftherepresentativehasanycommentsorobjections,theEMPLOYER willpromptlyprovidethemtoDOES.
The EMPLOYER who contractswith the Districtof Columbia government to perform
construction,renovationwork,orinformationtechnologyworkwithasinglecontract,or‘cumulativecontracts,ofatleast$500,000,withina 12-monthperiodwillberequiredtoregisteranapprenticeshipprogramwiththeDistrictofColumbiaApprenticeshipCouncilasrequiredbyDC Code32-1431.
If,duringthetermofthisAgreement,theEMPLOYERshouldtransferpossessionofalloraportionofitsbusinessconcernsaffectedbythisAgreementtoanyotherpartybylease,sale,assignment,merger,orotherwisethisFirstSourceAgreementshallremaininfullforceandeffect and transfereeshall remain subject to all provisions herein. In addition,the
EMPLOYER as a conditionof transfershall:
1.NotifythepartytakingpossessionoftheexistenceofthisEMPLOYER'SFirst‘SourceEmploymentAgreement.
2. NotifyDOESwithin7businessdaysofthetransfer.Thisnoticewillincludethe
PageSof11 FratSouceEmploymewAgreement,RevisedFebruar15,2018
nameofthepartytakingpossessionandthenameandtelephoneofthatparty'srepresentative.
1.TheEMPLOYER andDOES may mutuallyagreetomodifythisAgreement.Anymodificationshallbeinwriting,signedbytheEMPLOYERandDOESandattachedtothe
originalAgreement.
J.TotheextentthatthisAgreementisinconflictwithanyfederallaborlawsorgovernmentalregulations,thefederallawsorregulationsshallprevail.
MI, TRAINING
‘A.DOESandtheEMPLOYERmayagreetodevelopskillstrainingandon-the-jobtrainingprogramsasapprovedbyDOES;thetrainingspecificationsandcostforsuchtrainingwillbemutuallyagreeduponbytheEMPLOYERandDOESandwillbesetforthinaseparateTrainingAgreement.
IV. RECRUITMENT
‘A.TheEMPLOYERshallcompletetheattachedRevisedEmploymentPlanthatwillincludetheinformationoutlinedinSectionLP.
B. TheEMPLOYERshallregisterandpostalljobvacancieswiththeJobBankServicesofDOESatwww.denetworks.orgaminimumof10days.Shouldyouneedassistancepostingjob vacancies,pleasecontactJob Bank Servicesat (202) 698-6001.
C.TheEMPLOYERshallnotifyDOESofallnewjobscreatedfortheProjectwithinatleast7businessdays(Monday-Friday)oftheEMPLOYERS?identification/creationofthenewjobs.TheNoticeofNewJobCreationshallincludethenumberofemployeesneededbyjobtitle,qualificationsandspecificskillsrequiredtoperformthejob,hiringdate,rateofpay,hoursofwork,durationofemployment,andadescriptionoftheworktobeperformed.Thismustbedonebeforeusinganyotherreferralsource.
D.JobopeningstobefilledbyinternalpromotionfromtheEMPLOYER'ScurrentworkforceshallbereportedtoDOES forplacementandreferral,ifthejobisnewlycreated.EMPLOYERshallprovideDOESaNoticeofNewJobCreationthatdetailssuchpromotionsinaccordancewithSection1V.C.
E, TheEMPLOYER willsubmittoDOES,priortocommencingworkontheProject,a listof
CurrentEmployeesthatincludesthename,socialsecuritynumber,andresidencystatusofall
currentemployees,includingapprentices,trainees,andlaid-offworkerswhowillbeemployed
ontheProject.AllEMPLOYER informationreviewedorgathered,includingsocialsecurity
numbers,asaresultofDOES’monitoringandenforcementactivitieswillbeheldconfidential
inaccordancewithallDistrictandfederalconfidentialityandprivacylawsandusedonlyfor
thepurposesthatitwasreviewedorgathered.
V. REFERRAL
‘A.DOESwillscreenapplicantsthroughcarefullyplannedrecruitmentandtrainingeventsandprovidetheEMPLOYERwitha listofqualifiedapplicantsaccordingtothenumberofemployeesneededbyjobtitle,qualificationsandspecificskillsrequiredtoperformthejob,hiringdate,rateofpay,hoursofwork,durationofemployment,andadescriptionoftheworktobeperformedassuppliedbytheEMPLOYERinitsNoticeofNewJobCreationsetforthabove in SectionIV.C.
Page6of11 AiatSourceEmploymentAgrement,RevisedFebruary15,2018
B.DOESwillnotifytheEMPLOYERofthenumberofapplicantsDOESwillrefer,priortotheanticipatedhiringdates.
PLACEMENT
‘A.EMPLOYERshallingoodfaith,usereasonableeffortstoselectitsnewhiresoremployeesfromamongthequalifiedapplicantsreferredbyDOES.AllhiringdecisionsaremadebytheEMPLOYER.
B. IntheeventthatDOESisunabletoreferqualifiedapplicantsmeetingtheEMPLOYER'Sestablishedqualifications,within7 businessdays(Monday- Friday)fromthedateofnotificationfromtheEMPLOYER,theEMPLOYERwillbefreetodirectlyfillremainingpositionsforwhichnoqualifiedapplicantshavebeenreferred.However,theEMPLOYERshallstillberequiredtomeettheFirstSourcehiringrequirementsorhoursworkedpercentagesforalljobscreatedbytheProject.
C. AftertheEMPLOYERhasselecteditsemployees,DOESisnotresponsiblefortheemployees’actionsandtheEMPLOYERherebyreleasesDOES,andtheGovernmentoftheDistrictof
Columbia,theDistrictofColumbiaMunicipalCorporation,andtheofficersandemployeesoftheDistrictofColumbiafromanyliabilityforemployees’actions.
VII. REPORTINGREQUIREMENTS
‘A.EMPLOYERwitha singlecontractvaluedat$300,000ormoreona Projectthatreceived‘governmentassistancetotalingbetween$300,000and$5,000,000,aprovisionthatatleast51%of
thenewemployeeshiredtoworkontheProjectshallbeDistrictresidents.
B. EMPLOYERshallregisterintheFirstSourceOnlineRegistrationandReportingSystemforelectronicsubmissionofallmonthlyContractCompliancedata,weeklycertifiedpayrollsandanyotherdocumentsrequiredbyDOESforreportingandmonitoring.
C. EMPLOYERshallsubmittotheDepartmentofEmploymentServiceseachmonthfollowingthestartoftheProjectahiringcompliancereportfortheProjectthatincludesthe:‘Numberofnewjobopeningscreated/available;‘NumberofnewjobopeningslistedwithDOES,oranyotherDistrictAgency;‘NumberofDCresidentshiredfornewjobs;
‘NumberofemployeestransferredtotheProject;
Number of DC residentstransferredto the Project;
Directorindirectlaborcostassociatedwiththeproject;Eachemployee’sname,jobtitle,socialsecuritynumber,hiredate,residence,and referralsource;and
8.Workforcestatisticsthroughouttheentireprojecttenure,
Mave
ene
D.EMPLOYERwithasinglecontractvaluedat$300,000ormoreonaProjectthatreceivedgovernmentassistancetotaling$5millionormoreshallmeetthefollowinghoursworkedpercentagesforalljobscreatedbytheProject:1.Atleast20%ofjourneyworkerhoursbytradeshallbeperformedbyDCresidents;2.Atleast60%ofapprenticehoursbytradeshallbeperformedbyDCresidents;3.Atleast51%oftheskilledlaborerhoursbytradeshallbeperformedbyDCresidents;and4. Atleast70%of commonlaborerhoursshallbeperformedbyDC residents.
Page7 of1] PistSouceEmploymentAgreementReedFebruary13,2018
E,EMPLOYERSshallprovidethefollowingcumulativestatistics,thatwillbeusedtocreatethemonthlyreport,byuploadingcertifiedpayrollsorpayrolldataintotheLCPtrackerreportingsystem:
1.NumberofjourneyworkerhoursworkedbyDCresidentsbytrade;‘Numberof hoursworkedbyalljourneyworkersbytrade;
NumberofapprenticehoursworkedbyDCresidentsbytrade;
Numberofhoursworkedbyallapprenticesbytrade;‘NumberofskilledlaborerworkerhoursworkedbyDCresidentsbytrade;Numberofhoursworkedbyallskilledlaborersbytrade;NumberofcommonlaborerhoursworkedbyDCresidentsbytrade;and‘Numberofhoursworkedbyallcommonlaborersbytrade.er
awaenr
F, EMPLOYERmay“doublecount”hoursforthe“hardtoemploy”upto15%oftotalhoursworkedbyDC Residents;however,acollectivebargainingagreementshallnotbeabasisforwaiverofthisrequirement.
G.ForconstructionProjectsthatarenotsubjecttoDavis-Baconlawinwhichcertifiedpayrollrecordsdo not exist,EMPLOYER shallsubmit monthly documents of workers employed on
theProjecttoDOES,includingDC residentsandallemploymentclassificationsofhoursworked.
H. EMPLOYER may alsobe requiredtoprovideverificationofhoursworkedor hiringpercentagesofDCresidents,suchasintemalpayrollrecordsforconstructionProjectsthatarenotsubjecttoDavis-Bacon.
1 Monthly,EMPLOYERshallsubmitweeklycertifiedpayrollsfromallsubcontractorsatanytier
vin,
workingontheProjecttotheContractingAgency.EMPLOYERisalsorequiredtomakepayrollrecordsavailabletoDOESasapartofcompliancemonitoring,uponrequestatjobsites.
FINALREPORT AND GOOD FAITHEFFORTS
A.WiththesubmissionofthefinalrequestforpaymentfromtheContractingAgency,theBeneficiaryand/orEMPLOYERshall:
1.ReporttoDOESitscompliancewiththehiringorhoursworkedpercentagerequirementsforalljobscreatedbytheProject,andreportthehoursthatDCresidentsworkedforeachtradeclassificationsineachareaoftheProject;or
2.SubmittoDOESarequestforawaiverofthehiringorhoursworkedpercentagerequirementsforalljobscreatedbytheProjectthatwillincludethefollowingdocumentation:
a.DocumentationsupportingEMPLOYER'Sgoodfaithefforttocomply;b.ReferralsprovidedbyDOESandotherreferralsources;andc. Advertisementofjob openingslistedwithDOES andotherreferralsources.
B,DOESmaywaiveorpartiallywaivethehiringorhoursworkedpercentagerequirementsforjobscreatedbytheProject,and/ortherequiredhoursofDC residentsforeachtradeclassifications,ifDOESfindsthattheBeneficiaryorEMPLOYER,includingitscontractorsorsubcontractors:
1.DOES certifiedthatBeneficiaryorEmployerdemonstratedagoodfaitheffortto
comply,assetforthinSectionVIII.C.;or
Page8of1] AiatSeurceEmploymentAgrement,RevisedFebruary18,2018
2.IslocatedoutsidetheWashingtonMetropolitanStatisticalArea,andnoneofthecontractworkisperformedinsidetheWashingtonMetropolitanStatisticalArea;
3.Thebeneficiarypublishedeachjobopeningorpart-timeworkneededfor7calendardaysinaDistrictnewspaperofcity-widecirculation;and
4,TheDOEScertifiedthatthereareinsufficienteligibleapplicantsfromtheFirstSourceRegisterthatpossesstheskillsrequiredbythepositions,ortheeligibleapplicantsarenot,availableforpart-timeworkordonothaveameanstotraveltotheonsitejobs;or
5. Beneficiary/Employerenteredintoa specialworkforcedevelopmenttrainingorplacementarrangementwithDOES orwiththeDistrictofColumbiaWorkforce
Intermediary.
C.DOESshallconsiderdocumentationofthefollowingwhenmakingadeterminationofagood-faithefforttocomply:
1.DOEShascertifiedthatthereareinsufficientnumberofDistrictresidentsinthelabor
marketpossessingtheskillsrequiredbytheEMPLOYER forthepositionscreatedas
aresultoftheProject.
2. WhethertheEMPLOYERpostedthejobsontheDOESjobwebsiteforaminimumof10calendardays;
3, WhethertheEMPLOYERadvertisedeachjobopeninginaDistrictnewspaperwithcity-widecirculationforaminimumof7 calendardays;
4, WhethertheEMPLOYERadvertisedeachjobopeninginspecialinterestpublicationsandonspecialinterestmediaforaminimumof 7calendardays;
5. WhethertheEMPLOYER hostedinformational/recruitingorhiringfairs;
6. WhethertheEMPLOYERcontactedchurches,unions,and/oradditionalWorkforceDevelopmentOrganizations;
7. WhethertheEMPLOYER interviewedemployablecandidates;
8. WhethertheEMPLOYERcreatedorparticipatedina workforcedevelopmentprogramapprovedbyDOES;
9. WhethertheEMPLOYER createdor participatedina workforcedevelopment
programapprovedbytheDistrictofColumbiaWorkforceIntermediary;
10.WhethertheEMPLOYER substantiallycompliedwiththerelevantmonthlyreporting
requirementssetforthinthissection;
11,WhethertheEMPLOYERhassubmittedandsubstantiallycompliedwithitsmostrecentemploymentplanthathasbeenapprovedbyDOES;and
12.Anyadditionaldocumentedefforts.
Page9 of11 PistSeurceEmploymentdgreemen,RevisedFebruary15,2018
Ix.
x.
A
A
MONITORING
DOESistheDistrictagencyauthorizedtomonitorandenforcetherequirementsoftheWorkforceIntermediaryEstablishmentandReformoftheFirstSourceAmendmentActof2011(D.C.OfficialCode§§2 219.01—2,219.05),andrelevantprovisionsoftheApprenticeshipRequirementsAmendmentActof2004(D.C.OfficialCode§2-219.03,and§ 32-1431).Asapartofmonitoringandenforcement,DOESmayrequireandEMPLOYERshallgrantaccesstoProjectsites,employees,anddocuments.
EMPLOYER'SnoncompliancewiththeprovisionsofthisAgreementmayresultintheimpositionofpenalties.
AllEMPLOYERinformationreviewedorgathered,includingsocialsecuritynumbers,asaresultofDOES’monitoringandenforcementactivitieswillbeheldconfidentialinaccordancewithallDistrictandfederalconfidentialityandprivacylawsandusedonlyforthepurposesthatitwasreviewedorgathered.
DOESshallmonitorallProjectsasauthorizedbylaw.DOESwill:
ReviewallcontractcontrolstodetermineiftheBeneficiaryorEMPLOYER,
includinganyContractorsorSubcontractors,aresubjecttotheWorkforceIntermediaryEstablishmentandReformoftheFirstSourceAmendmentActof2011.
2.NotifystakeholdersandcompanyofficialsandestablishmeetingstoprovidetechnicalassistanceinvolvingtheFirstSourceProcess.
3. Make regularconstructionsitevisitsto determine if the Prime or Subcontractors’
workforceisinconcurrencewiththesubmittedAgreementandMonthlyComplianceReports.
4,Inspectandcopycertifiedpayroll,personnelrecordsandanyotherrecordsorinformationnecessarytoensuretherequiredworkforceutilizationisincompliancewiththeFirstSourceLaw.
5.ConductdeskreviewsofMonthlyComplianceReports.
6.EducateEMPLOYERSaboutadditionalservicesofferedbyDOES,suchasOn-the-JobtrainingprogramsandtaxincentivesforEMPLOYERSwhohirefromcertain‘categories.
7.Monitorandcompletestatisticalreportsthatidentifytheoverallproject,contractor,andsubcontractors’hiringorhoursworkedpercentages.
8 Provideformalnotificationofnon-compliancewiththerequiredhiringorhoursworkedpercentages,oranyallegedbreachoftheFirstSourceLawtoallcontractingagencies,andstakeholders.(Pleasenote:EMPLOYERSaregranted30daystocorrectanyallegeddeficienciesstatedinthenotification.)
PENALTIES
.WillfulBreachoftheAgreementbytheEMPLOYER,failuretosubmitthecontractcompliancereports,deliberatesubmissionoffalsifieddatamayresultinDOESimposingafineof5%ofthetotalamountofthedirectandindirectlaborcostsoftheProject,inadditiontootherpenaltiesprovidedbylaw.FailuretomeettherequiredhiringrequirementsorfailuretoreceivegoodfaithwaivermayresultintheDepartmentofEmploymentServices
Page10of11 FistSouceEmploymentAgreement,RevisedFebruary15,2018
imposingapenaltyequalto1/8of1%ofthetotalamountofthedirectandindirectlaborcostsoftheProjectforeachpercentagebywhichthebeneficiaryfailstomeetthehiringrequirements.
B,EMPLOYERSwhohavebeenfoundinviolation2timesormoreovera10yearperiodmay
bedebarredand/ordeemedineligibleforconsiderationforProjectsforaperiodof5 years.
C.Within90daysofaDeterminationofa Penalty,theBeneficiaryorEmployermayappealtheviolationsorfinesbyfilingacomplaintwiththeContractAppealsBoardinaccordancewithD.C. Code §2-360.03 and §2-360.04.
TherebycertifythatIhavetheauthoritytobindtheEMPLOYERtothisAgreementfromthestartofwork‘ontheProject,throughoutthedurationoftheProject,andagreetoalltermsandconditionsherein.
By:
VictoriaGuzman 9/5/2023
EMPLOYERSeniorOfficial(Prin) Date
Vit Cyrran
EMPLOYER SeniorOfficial(Signature)
‘TheKeystonePlusConstructionCorporation
NameofCompany
1925 Minnesota Avenue, SE, SuiteA
Washington, DC 20020
Address — -
(202)857-7903
Telephone
vguzman@keystonedc.com
Email
fofEmploymentServices
Page11of11 FistSourceEmploymentAgreementRevisedFbrary1S,2018
*
*
*
*
*
GOVERNMENTOFTHEDISTRICTOFCOLUMBIA.
REVISED EMPLOYMENT PLAN
|. REVISEDFIRST SOURCE EMPLOYMENT PLAN
GOVERNMENT-ASSISTED PROJECT/CONTRACT INFORMATION DISTRICT
CONTRACTINGAGENCY: DeparmentGenelSecsCONTRACTING OFFICER: PeteGrogoms
‘TELEPHONE NUMBER: (202/857-7003
TOTAL CONTRACT AMOUNT: 3$18.000,000.00_
EMPLOYERCONTRACTAMOUNT:somone
PROJECTNAME:oesioSutSevetreeEvanConesAenPROJECT ADDRESS: _4201Mx Jr.Ave.SW
CITY:warinteno¢_____ STATE:ZIPCODE:232PROJECT DESCRIPTION OF WORK: £ididesianendconstructionservicesforapprox,14,500sfadditiontotheexisting
LeckieEducationCampsPROJECT START DATE: #182023_PROJECT END DA‘
EMPLOYER START DATE: #1920%________EMPLOYER END DATE: s20es
EMPLOYER INFORMATION
EMPLOYER NAME:TwkeystorePiusConstuconCoperatin
EMPLOYER ADDRESS: 1225MinnesotaAvenueSE.St.
(CITY:ation ‘STATE:00 IPCODE:2000
‘TELEPHONENUMBER:czas7-7m__FEDERAL IDENTIFICATIONN¢
CONTACT PERSON;vetoisGarmanTITLE:veePresidenE-MAIL:vpemangeystonade.com TELEPHONE NUMBER: 202es7.7000___
EMPLOYER DESCRIPTIONOF WORK:£stdesinendconsnatonericaornor,14.500!adiionothe‘itingLacieEductionCampus
AREYOUASUBCONTRACTOR YES[] NO
IFYES,NAME OF PRIMECONTRACTOR:.
PRIME CONTRACTOR WILL MEET HOURS WORKED PERCENTAGES REQUIREMENTS
FOR ENTIREPROJECT. OR PEREACH SUBCONTRACTOR []
n EMPLOYMENT HOURS TO BE WORKED PROJECTIONS
FirstSourcelawrequiresEMPLOYERS(winningbidders)tosubmitarevisedEmploymentPlan.
A.Forconstructionprojectsreceiving$5 millionor more ingovernmentassistance,Em ployerstoprovideprojectionofthetotalnumberof hourstobeworkedontheprojectbytrade.
JOURNEYWORKERProvideaprojectionofthetotalnumberofjourneyworkerhours,bytrade,tobeworkedontheprojectorcontractandthetotalnumberofjourneyworkerhours,bytrade,tobeworkedbyDistrictresidents.
ll:
ThispagetobecompletedbyEmployer eonsEmployerInitials
GOVERNMENTOFTHEDISTRICTOFCOLUMBIA,
REVISED EMPLOYMENT PLAN
ProjectionofTotalNumberofJourneyWorkerHours
‘Trade ProjectionofTotalNumberofJourneyWorkerHoursbyDCResidents(FirstSourceLaw requires20%)
TED.JobcurentynDesignPhase
APPRENTICE
Provideaprojectionofthetotalnumber
residents.
projectorcontractandthetotalnumberofapprenticehirofapprenticehours,bytrade,tobeworkedonthejours,bytrade,tobeworkedbyDistrict
ProjectionofTotalNumberofApprenticeHours Trade ProjectionofTotalNumberofApprenticeHoursbyDCResidentsinstSourceLawrequires60%)
“TAD.JobcurentyinDesignPhase
SKILLED WORKER
projectorcontractandthetotalnumberDistrictresidents.
Providea projectionof thetotalnumberof skilledlaborerhours,by trade,tobe worked on the
rofskilledlaborerhours,by trade,tobe worked by
ProjectionofTotalNumberof Trade ProjectionofTotalNumberofSkilledLaborHours SkilledLaborHoursbyDCResidents(FirstSourceLawrequires51%)“T2010caentyinOengnPose ~
COMMON LABORER
ProvideaprojectionofthetotalnumberofcommonlaborerhourstobeworkedontheprojectorcontractandthetotalnumberofcommonlaborerhourstobeworkedbyDistrictresidents.
ProjectionofTotalNumberof ‘Trade ProjectionofTotalNumberofCommonCommonLaborerHours LaborerHoursbyDCResidents(FirstSourceLaw requires70%)TBO.JobcurentlyDesignPhase —
RPOVE
‘ThispagetobecompletedbyEmployer
EmployerTaittals——]
GOVERNMENTOFTHEDISTRICTOFCOLUMBIA
REVISED EMPLOYMENT PLAN
B. EMPLOYMENT HIRING PROJECTIONS
ALLEMPLOYERS:
*
*
*
PleaseindicateALLnewposition(s)youwillcreateasaresultoftheproject.IfyouWILLNOTbecreatinganynewemploymentopportunities,pleasecompletetheattachedjustificationsheetwithanexplanation.Attachadditionalsheetsasneeded.
*OFJOBSE/TP/T ‘SALARY
RANGE
UNION MEMBERSHIP.
REQUIREDNAME LOCAL#
TBD TBD TBD
ThispagetobecompletedbyEmployer KPCNG
EmployerInitials
*
*
*x
+— GOVERNMENTOFTHEDISTRICTOFCOLUMBIA —REVISEDEMPLOYMENT PLAN
C. JUSTIFICATIONSHEET:PleaseprovideadetailedexplanationofwhytheEmployerwillnothaveanynewhiresontheproject.
TheprojectcontinuestogiveKeystonePlusConstructiontheabilitytokeepit'scurrent
employeesworking.We willutilizeourcurrentworkforcetoperformthiswork.Ifwe do
anticipatenew positionsand when the time comes, we willnotifyand work withthe
DepartmentofEmploymentServicestofillthosepositions.
ThispagetobecompletedbyEmployer Employer
*
+
*
GOVERNMENTOFTHEDISTRICTOFCOLUMBIA.
REVISED EMPLOYMENT PLAN
D. EMPLOYMENT PROJECTIONS |
Provideatimetableoutliningthetotalhoursworkedbytradeoverthelifeoftheprojectorcontractandanassociatedhiringschedule.
‘TBD-JobcurrentlyinDesignPhase
Providedescriptionsoftheskillrequirementsbyjobtitleorposition,includingindustry-recognizedcertificationsrequiredforthedifferentpositions.
N/A.SeeItemI.above
ProvideastrategytofillthehoursrequiredtobeworkedbyDistrictresidents,includingacomponentoncommunicatingtheserequirementstocontractorsandsubcontractorsanda
componentonpotentialcommunityoutreachpartnershipswiththeUniversityoftheDistrictofColumbia,theUniversityoftheDistrictofColumbiaCommunityCollege,theDepartmentofEmploymentServices,JointlyFundedApprenticeshipPrograms,theDistrictofColumbiaWorkforceIntermediary,orothergovernment-approved,community-basedjobtrainingproviders.N/A-nonewhiresanticipatedforthisjob.ItisourpracticetokeepasmanyofourDCresidentworkforceworkingaspossiblefromonejobtothenext.IfnewhiresbecomenecessarywewillgiveprioritytopreviouslylaidoffemployeeswhoareDCresidents,aswellasuseDOESasourFirst
Source.Wewillalsoannounceanyopeningstoourothercommunitybasedjobtrainingandworkforcereferralpartners.
ThispagetobecompletedbyEmployer —KPCMGEmployerInitials
* * *
GOVERNMENT OF THE DISTRICT OF COLUMBIA
REVISED EMPLOYMENT PLAN
***
D. EMPWYMENT PROJECTIONS <Continued}
IV. A remediation strategy to ameliorate any problems associated with meeting these worked
hours percentage requirements, including any problems encountered with contractors and
subcontractors.
All subcontractors are contractually required to comply with the 51% DC resident requirement for new
hires.
V. The designation of a senior official from the general contractor who will be responsible for
implementing the hours worked percentages and reporting requirements.
Gabriela Cruz - gcruz@keystonedc.com
VI. Provide descriptions of the health and retirement benefits that will be provided to District
residents working on the project or contract.
Health insurance is offered to Keystone Plus Construction employees through Keystone Plus
Construction's corporate health insurance as well as 401(k) retirement.
VU. Provide a strategy to ensure that District residents who work on the project or contract
receive ongoing employment and training opportunities after they complete work on the job
for which they were initially hired and a review of past practices in continuing to employ
District residents from one project or contract to the next.
Keystone Plus Construction is a DC based Ward 8 CBE. Our primacy client is the District
Government and as such, the majority of our projects fall within the DC First Source
requirements. It is our practice to keep as many of our DC residents workforce working as
possible. lflay-offs are required, we will give continued employment priority to the DC residents
over non DC residents. Training opportunities are offered through our apprenticeship program.
Our practice is to maintain as many of our DC residents working from one job to the next.
This page to be completed by Employer KPCNG
Employer Initials
6
ak=
—
EMPLOYMENT PROJECTIONS (continued)
K,
*
*
*
*
PleasedisclosepastcompliancewiththeFirstSourceEmploymentAgreementActof1984ortheWorkforceIntermediaryEstablishmentandReformofFirstSourceAmendmentActof2011andtheDavis-BaconAct,whereapplicable,andthebidderorofferor'sgeneralDistrict-residenthiringpracticesonprojectsorcontractscompletedwithinthelasttwo(2)years.
KeystonePlusConstructionisaDCbasedWard8CBE.OurprimaryclientistheDistrictGovernmentandassuch,themajorityofourprojectsfallwithintheDCFirstSourcerequirements.ItisourpracticetokeepasmanyofourDCresidentworkforceworkingaspossible.OverthepasttwoyearsKeystone PlusConstructionhas met allof itsrequirements on FirstSource,Davis Bacon and
Apprenticeship.
PleasenotethatEMPLOYERSonconstructionprojectsmustsubmitweeklycertifiedpayrollsfromallsubcontractorsatanytierworkingontheprojectorcontract,aswellasmakesuchpayrollandpersonnelrecordsavailableuponrequestatjobsitestothecontractingDistrictofColumbiaagency.
Confirmed
ThispagetobecompletedbyEmployer —_KPC/VGEmployerInitials
x kk x ek
a GOVERNMENTOFTHEDISTRICTOFCOLUMBIA aREVISED EMPLOYMENT PLAN:
Onceapproved,thisrevisedemploymentplanshallnotbeamendedexceptwiththeapprovalofDepartmentofEmploymentServices.
BY cuaman 9/5/2023
EMPLOYER SeniorOfficial(Print) Date
VitwuxrnsEMPLOYERSeniorOfficial(Signature)
TheKeystonePlusConstructionCorporation
NameofCompany
1925 Minnesota Avenue, SE, SuiteA
Washington, DC 20020
Address
(202)857-7903Telephone
vguzman@keystonedc.com
Email
Exhibit W - Concept Design, Schematic Design, Design Development Milestone
Requirements
Leckie Education Campus Addition
Concept Design, Schematic Design, Design Development Milestone Requirements (Per
Section 2)
Concept Design Deliverables. As referenced in Section 2.2.1.3, the Design-Builder shall be
required to deliver the following as part of the Concept Design submission to the Department:
CONCEPT DESIGN DELIVERABLES: Use this checklist as a coversheet for
the submission from the Design-Builder
Trailer removal and swing space coordination strategy.
A minimum of three (3) conceptual floor plans and site plans incorporating the
requirements of the Educational Specifications and site plan showing proposed
location of any building additions.
Hazardous materials survey of affected spaces. It is understood that the Design -
Builder and/or its design component shall be required to engage the services of
industrial hygienist that is acceptable to the Department to perform such survey.
Education specifications update and verification; and an overall Plan -to-Program
comparison.
Summary of agency review meetings, including but not limited to: Office of
Planning (“OP”), Commission of Fine Arts (“CFA”), Historic Preservation Of fice
(“HPO”), and National Capital Planning Commission (“NCPC”).
Summary of utility coordination and review meetings with PEPCO, Washington
Gas, and DC Water.
Summary of meetings with the District Department of Transportation (“DDOT”)
Public Space. Include summary of potential public space improvements per DDOT
public space standards or as needed for each concept.
Summary of meetings with DOEE Storm Water Management.
Summary of meetings with DCRA focused on code review and green building
review.
Zoning Analysis.
Cost Estimate with Subcontractor input on major trades.
Value Engineering analysis and detailed recommendation for Project savings (even
if the Project is not over budget).
Existing conditions civil survey.
Leckie Education Campus Addition
Schematic Design Deliverables. As referenced in Section 2.2.2.1, the Design-Builder shall be
required to undertake the following tasks during this phase:
a. Further develop plans and incorporate design changes.
b. Prepare necessary presentation materials (renderings) to communicate design and obtain
approval of design direction.
c. Participate in meetings with DCPS Staff.
d. Conduct DOEE, DOB, DDOT and DC Water Preliminary Design Review meetings.
e. Engage in no fewer than four (4) community feedback sessions during this phase.
f. Coordination and of identification of Public Art locations that will be constructed and
installed as part of the construction phases.
g. Continued coordination with Public Utility Companies: PEPCO and Washington Gas, as
well as Verizon, should be conducted this shall include submitted load letters for new or
upgraded services.
h. Continued coordination with HPO and CFA.
i. Report and schedule the process for obtaining any zoning approvals, if necessary.
j. Identification of long lead materials and creation of bid packages to allow early release of
materials if required by the Project Schedule.
k. The schematic design submittal shall generally follow the deliverables:
The Design Builder shall be required to deliver the following as part of the Schematic Design
submission to the Department:
SCHEMATIC DESIGN DELIVERABLES: Use this checklist as a coversheet for
the submission from the Design-Builder
Digital site and floor plans (including adjacencies and room locations);
Preliminary building elevations and sections;
Preliminary selection of building materials;
Conceptual renderings produced for approval of design direction;
Plan-to-Program comparison;
Preliminary LEED Scorecard (if required);
Design narrative;
A preliminary description of proposed building system upgrades (i.e. HVAC, roofs,
windows, kitchen equipment, low voltage/IT/AV etc.). With regard to any proposed
building system upgrade, the package shall include a narrative description of the
proposed system and an estimated line item cost;
Leckie Education Campus Addition
Cost estimate with Subcontractor input on major trades;
Project savings (even if the project is not over budget);
Preliminary furniture design and specifications with sample basis-of-designs for
typical classrooms, resource rooms, and office spaces
3D rendering images as needed, include (4) four at a minimum;
Draft Life cycle cost analysis (“LCCA”);
Draft Quality Control Plan.
Design Development Deliverables. As referenced in Section 2.2.2.4, the Design-Builder shall
be required to undertake the following tasks during this phase:
a. Detailed and dimensioned plans, wall sections, building section, and schedules;
b. Draft specifications for materials, systems, equipment;
c. Complete code compliance analysis and drawing;
d. Space-by-space equipment layouts for key spaces. As part of the design development
phase, the Design-Builder and/or the Design-Builder’s architect and any design consultants
shall confer with representatives from DCPS and the Department regarding these lay outs
to confirm that they are acceptable to DCPS;
e. A final FF&E design, including specifications, with a minimum of two options for basis -
of-design for all furniture selections that shall be used for GMP pricing
f. An interior finishes schedule;
g. Preliminary designs for all building system upgrades, including low voltage/AV/IT. With
regard to HVAC systems, the submission should include: (i) a detailed description of the
proposed mechanical systems; (ii) their general layout, including ‘Single -Line Diagrams’
(aka ‘Riser Diagrams’); and (iii) any required load calculations. The HVAC design solution
would also include preliminary layouts of other major components of the HVAC system,
including the type and location of energy recovery units (ERUs), variable air volum e
(“VAV”) boxes, condensing units, and any related system appurtenances;
h. Updated LEED scorecard (if required);
i. Present the design to CFA,OP, HPO, and other regulatory agencies as required;
j. Participate in SIT Meetings, and community meetings as required by DGS/DCPS;
k. Coordinate with the DC HPO and other agencies, commissions, groups, etc. as required to
assess and determine historic and/or archeological significance and requirements. Attend
meetings and hearings if necessary;
l. Respond in writing to all DCPS comments on plans;
m. Prepare a presentation and provide a minimum of three (3) presentation boards for each
community meeting and present/display onsite. Presentation boards shall be in full color
Leckie Education Campus Addition
and include at least four (4) 3-D renderings; Presentations shall also include a digital slide
presentation;
n. Coordinate final utility plans as required;
o. Act as scribe for all design-related meetings. Distribute meeting minutes to all attendees;
p. Baseline Schedule bi-weekly update in the format set forth in the RFP; and
q. Prepare and submit one (1) electronic copy in PDF of Design Development Documents
including detailed specifications, Cost Estimate and schedule to the District staff for review
and approval (60% plan review). Components to include, but are not limited to:
The Design Builder shall be required to deliver the following as part of the Schematic Design
submission to the Department:
DESIGN DEVELOPMNET DELIVERABLES: Use this checklist as a
coversheet for the submission from the Design-Builder
Site plans, paving layouts, traffic circulation, lighting, signage and utilities
Floor plans, Structural, Civil, Architectural, MEP, Fire Protection and landscaping
Exterior elevations, rendering and color palette
Building sections and details as required
Interior elevations, casework and millwork elevations as required
Playground equipment, if applicable
Stormwater management
Food service or other equipment as required
LEED Information as appropriate
Cost Estimate
Value Engineering Analysis and Detailed Recommendation for project savings (even
if the Project is not over budget)
Quality Control Plan
Maintenance and Operations Plan
Final design and specifications, with minimum of two options for basis-of-design
for each, of the full FF&E package for GMP pricing
As part of the Design Development submission the Design -Builder shall submit a Maintenance
and Operations Plan, which, at a minimum, shall include the following:
i. Standard Operating Procedures (SOP) for all building systems, including, but not limited
to, electrical, mechanical, roof, green roof, geothermal, solar, plumbing, security, outdoor
fields, irrigation, landscaping and lighting;
ii. List of equipment that must be kept on-site to maintain all building systems;
iii. List of chemicals that must be kept on -site to maintain all building systems, including
storage requirements;
iv. Certifications and licenses either required or recommended to maintain all building
systems;
v. Confined space procedures and personal protective equipment that must be used;
vi. Permits and regular inspections that are required to operate the equipment;
vii. List of hardware, software and software licenses that must be purchased and maintained;
Leckie Education Campus Addition
viii. Recurring traini ngs on building systems and safety that are necessary to maintain the
building; and
ix. The estimated initial and monthly costs for the successful maintenance and operations of
the facility.
Exhibit X Campaign Finance Reform Act Self-Certification Form
V003/01.04.2024
CONTRACTOR SELF-CERTIFICATION
Business Name* : Tax ID* :
Business Mailing Address * :
Select State/Region:________________________ Post Code:_____________________________
List the name and title of the individual completing the form on behalf of the business. .
Business Title * :
Name * :
Email * :
D.C. Law 22-250. Campaign Finance Reform Amendment Act of 2018. | D.C. Law Library (dccouncil.gov)
Since November 9, 2022, has the business entity or any of its Principals made a political contribution
to any of the following: (i) the Mayor, (ii) any candidate for Mayor, (iii) any political committee
affiliated with the Mayor or a candidate for Mayor, or (iv) any constituent -service program affiliated
with the Mayor? [yes/no]
Since November 9, 2022, has the business entity or any of its Principals made a political contribution
to any of the following: (i) the Attorney General, (ii) any candidate for Attorney General, or (iii) any
political committee affiliated with the Attorney General or a candidate for Attorney General? [yes/no]
Since November 9, 2022, has the business entity or any of its Principals made a political contribution
to any of the following: (i) any Councilmember, (ii) any candidate for Councilmember, (iii) any
political committee affiliated with a Councilmember or a candidate for Councilmember, or (iv) any
constituent-service program affiliated with a Council member? [yes/no]
Prior to
the date of this of this Certification, has the business entity been determined to be in violation
of D.C. Official Code § 1-1163.34a? [yes/no]
Is the business entity currently in violation of D.C. Official Code § 1-1163.34a? [yes/no]
Does the
business entity certify that it will not be in violation of D.C. Official Code § 1-1163.34a?
[yes/no]
Who else will modify this certification for the business?
Modifier1:
Modifier2:
The Keystone Plus Construction Corporation
52-1640762
1925 Minnesota Avenue SE, Suite A
Washington, D.C.
20020
President/CEO
Carlos Perdomo
cperdomo@keystonedc.com
N/A
N/A
V003/01.04.2023
Check to certify that the information is accurate and complete. *
Check to acknowledge that the business must always keep these records updated*
Check to certify that the business entity currently is not and will not be in violation of the
Campaign Finance Reform Amendment Act of 2018 *
Sworn to this before me this___day of _________________20___
Notary Public My commission expires
On behalf of the Contractor:
Name & Signature
________________________ ___________________________
Date
Carlos Perdomo
May 24, 2024
24th
May
24
Maria Victoria Guzman
07/31/2024
Exhibit Y- Schedule of Values
Date: 04/12/2024 - Rev 06.10.2024
Revision: Schematic Design Rev 1 Budget
Area (SF): 17,100
ESA 01 BUDGET DESCRIPTION Renovations Addition Sitework Funds released under
PO#696316
Total Amount
Requested in ESA
Total Amount
Released
PO#696316+ESA I
Cost per
SF
Div 1 -Temporary Conditions 460,705 134,571 134,571 27
Div 2 - Demolition & Abatement $ 215,000.00 30,000 20,000 20,000 14
Div 3 - Concrete 758,775 - 44
Div 4 - Masonry 243,130 - 14
Div 5 - Structural Steel & Misc Metals 1,529,640 - 89
Div 6 - Rough Carpentry 223,500 - 13
Div 7 - Roofing and Waterproofing 1,422,345 - 83
Div 8 - Doors/Frames/Hardware $ 27,000.00 260,100 - 17
Div 8 - Aluminum & Glass $ 25,000.00 893,400 - 54
Div 9 - Gypsum Wallboard Systems $ 80,000.00 597,700 - 40
Div 9 - Ceramic Tile 282,260 - 17
Div 9 - Acoustical Panels 192,500 - 11
Div 9 - Flooring 200,070 - 12
Div 9 - Painting 125,500 - 7
Div 9 - Public Art Allowance $ 20,000.00 - - 1
Div 10 - Specialties 181,100 - 11
Div 11 - Equipment 1,001,150 439,160 439,160 59
Div 12 - Furnishings 260,100 - 15
Div 14 - Dumbwaiter 45,000 - 3
Div 21 - Fire Protection 233,750 - 14
Div 22 - Plumbing 470,075 - 27
Div 23 - HVAC 1,557,378 - 91
Div 26 - Electrical 1,519,417 - 89
Div 27 - Security Access Detention 60,000 - 4
Div 31 - Earthwork 1,358,229 85,260 85,260 79
Div 32 - Site Improvements 584,450 - 34
Div 33 - Site Utilities 500,000 - 29
SUB-TOTAL HARD COST $ 367,000.00 $ 12,547,595.20 $ 2,442,678.50 - 678,991 678,991
Design/Estimate Contingency 153,573 153,573 18
Owners Allowance 100,000 100,000 6
Construction Contingency - - 28
Subcontractors Bond 9,800 9,800 18
General Conditions 100,027 100,027 37
Design Build Fee 49,464 250,068 299,532 32
Design Fee 861,728 215,649 1,077,377 71
Permit Allowance 70,000 180,000 250,000 15
Utility Allowance 140,000 140,000 8
Public Space Improvements Allowance - - 8
Stormwater Retention Credit Allowance - - 15
Builders Risk Insurance By owner BY OWNER
Additional Design Build Fee due to budget increase - - 4
Additional Design Fee due to Enhance Foodservice Equipment/
Dumbwaiter/increment of sf size/Schematic Design Revision /
Playground Design
- - 9
General Liability Insurance 1,995 1,995 12
Performance & Payment Bond 13,808 2,933 16,741 14
995,000 1,154,045 2,149,045
995,000 1,833,036 2,828,036 GRAN TOTAL ALLOWANCES
Department of General Services
Leckie Education Campus Addition
4201 19th Martin Luther King Jr. Avenue SW, Washington, DC 20032
Architect: R. McGhee & Associates
Engineer: GES
General Contractor: Keystone Plus Construction
Revised Schematic Budget Update
SUB-TOTAL SOFT COST
DATE: 03/26/2024DATE 4/12/2024
4201 Martin Luther King Jr. Avenue SW, Washington DC 20032 %
17,100 SF 3/26/2024
PRICE/SF QTY UN Price
DIVISION 01
GENERAL REQUIREMENTS
All job Dumpsters not for Demolition 600.00 42 Ea 25,200 - 10% 2,520 2,520
Survey/Stakeout 35,000.00 1 EA 35,000 - 50% 17,500 17,500
EISF/Environmental Survey 33,500.00 1 EA 33,500 - 93% 31,110 31,110
Archeological Survey 25,000.00 1 EA 25,000 - 87% 21,808 21,808
Archeological Survey - Phase 2 25,000.00 1 EA 25,000 - 100% 25,000 25,000
Hazmat Assessment 5,000.00 1 EA 5,000 - 70% 3,513 3,513
Temporary Portables - 6 Portables & 4 Sanitary Stations/2 times/cleaning2,900.00 14 Mth 40,600 - 20% 8,120 8,120
Test Pits - Dry/ Wet Utilities 10,000.00 1 EA 10,000 - 100% 10,000 10,000
CCTV Existing Sanitary & Storm Lines 15,000.00 1 EA 15,000 - 100% 15,000 15,000
TOTAL DIVISION 01 460,705 - 134,571 134,571
DIVISION 02
Hazmat/Abatement 20,000.00 1 Allow 20,000 - 100% 20,000 20,000
TOTAL DIVISION 02 245,000 - 20,000 20,000
DIVISION 11
Play Ground & Installation ( 3ea Playground Structures) 130,000.00 3 EA 390,000 - 67% 259,670 259,670
F&I PIP Surface - 3 Playgrounds 45.00 7,800 SF 351,000 - 33% 117,440 117,440
Playground 2-5/5-12 years - Ornamental Fence - 4' h & 6' h. 170.00 520 LF 88,400 - 70% 62,050 62,050 -
TOTAL DIVISION 11 1,001,150 - 439,160 439,160
DIVISION 31
Erosion and Sediment Control 2.50 40,000 SF 100,000 - 60% 60,000 60,000
Temporary Construction Chain Link Fence & Screen 37.00 800 LF 29,600 - 60% 17,760 17,760
Tree Protection 7,500.00 1 LS 7,500 - 100% 7,500 7,500 -
TOTAL DIVISION 31 1,358,229 - 220% 85,260 85,260
TOTAL TRADE COST 15,357,274 - 678,991 678,991
Total Funds
Released
PO#696316+ESA#1
DESIGN-BUILD SERVICES FOR LECKIE EDUCATION CAMPUS ADDITION
EARLY START AGREEMENT #1 REV 1
REVISED SCHEMATIC DESIGN Funds released
under PO#696316
Funds Requested
Under ESA #1
Scope Item
Page 1 of 2
DATE: 03/26/2024DATE 4/12/2024
4201 Martin Luther King Jr. Avenue SW, Washington DC 20032 %
17,100 SF 3/26/2024
PRICE/SF QTY UN Price
Total Funds
Released
PO#696316+ESA#1
DESIGN-BUILD SERVICES FOR LECKIE EDUCATION CAMPUS ADDITION
EARLY START AGREEMENT #1 REV 1
REVISED SCHEMATIC DESIGN Funds released
under PO#696316
Funds Requested
Under ESA #1
Scope Item
Design/Estimate Contingency 2.00% 307,145 - 50% 153,573 153,573
Owner Allowance 100,000 - 100% 100,000 100,000
SUB-TOTAL 15,764,419 - 932,563 932,563
Construction Contingency 3.00% 472,933 - 0% - -
Subcontractors Bonds 2.00% 315,288 - 3% 9,800 9,800
SUB-TOTAL 16,552,640 - 942,363 942,363
General Conditions 625,170 - 16% 100,027 100,027
Design Build Fee 549,600 49,464 50% 250,068 299,532
Design Fee 1,221,143 861,728 60% 215,649 1,077,377
Additional Design Build Fee due to budget increase 3.05% 72,917 0% - -
Additional Design Fee due to Enhance Foodservice Equipment/
Dumbwaiter/increment of sf size/Schematic Design Revision / Playground
Design 150,000 -
SUB-TOTAL 19,171,470 911,192 1,508,107 2,419,299
Permit Allowance ( DOB, DDOT, DDOE) 250,000 70,000 100% 180,000 250,000
Utility Allowance (DC Water, PEPCO, Washington Gas) 140,000 100% 140,000 140,000
Public Space Improvements Allowance 140,000 - -
Stormwater Retention Credit Allowance (SRC) 250,000 - -
SUB-TOTAL 19,951,470 981,192 1,828,107 2,809,299
General Liability Insurance 1.00% 199,515 1% 1,995 1,995
Payment & Performance Bond 1.20% 239,418 13,808 1% 2,933 16,741
TOTAL AMOUNTS 20,390,402 995,000 1,833,036 2,828,036
Page 2 of 2
Exhibit Z- Assumptions and Clarifications and Allowances
KEYSTONE PLUS CONSTRUCTION
1925 Minnesota Ave. SE Suite A
Washington, D.C. 20020
Ph: (202) 857-7903
Fax: (202) 857-7908
LECKIE EDICATIONAL CAMPUS ADDITION 1
Section 5 – Contractor Assumptions and Clarifications
1. Items reflected in ESA #1 are assumed to be critical to ensure the project schedule does
not incur delay and we are able to build the playgrounds prior commencement of 2024-
2025 school year.
2. Allowances are noted on ESA #1 based on budgeted amounts from the schematic design
submission. Actual cost for allowances will be updated upon receipt of defined scope of
work and solicitation of competitive bids.
3. General conditions, design and coordination services are the assumed expected billings
required for the work reflected in ESA #1.
4. Owner contingency included in ESA#1 as per DGS project manager request.
5. Site assessments included in this ESA#1 have been performed or are in process.
6. Playground allowances are based on the budgeted amounts per Schematic Design
submission and the below discussion assumptions:
The project includes the construction of 2 new playgrounds as delegated design and
built package:
Concept Design for a “Nature Themed Play”
Equipment with education signage
Play structure layouts as shown on the drawings are placeholders only, DCPS approval is
yet to be confirmed.
Safety surfacing to be poured-in-place rubber surfacing. Colors and patterns to be
determined.
Contractor/manufacturer to provide shop drawings for installation during the submittal
period.
Basis of design: Playbound™ surfacing by Surface America.
Permanent Pre-K/K playground to be constructed at the west of the existing building.
See drawing for estimated area 1,370 sf.
Permanent 5–12-year playground to be constructed at the west of the existing building.
See drawing for estimated area 1350 sf
Three subcontractors provided conceptual design submission and are currently under
review by DCPS leadership team and DGS. Proposal and concepts are attached herein
for review and reference.
7.
KEYSTONE PLUS CONSTRUCTION
1925 Minnesota Ave. SE Suite A
Washington, D.C. 20020
Ph: (202) 857-7903
Fax: (202) 857-7908
LECKIE EDICATIONAL CAMPUS ADDITION
Section 10 – List of Allowance
ESA 01 BUDGET DESCRIPTION Owner Allowances Trade/Contractor Allowances Cost per SF Owners Allowance 100,000 6 Permit Allowance 250,000 15 Utility Allowance 140,000 8 490,000 - 490,000 GRAN TOTAL ALLOWANCES Revised Schematic Budget UpdateSUB-TOTAL SOFT COST