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CA26-0254 • 2025

Proposed Contract with BSC-CWC New Fort Davis JV, LLC to Contract No. DCAM-23-CS-RFP-0037

Proposed Contract with BSC-CWC New Fort Davis JV, LLC to Contract No. DCAM-23-CS-RFP-0037

Active

The official status still shows this bill as active or still awaiting another formal step.

Sponsor
at the request of the Mayor
Last action
2025-06-13
Official status
Deemed Approved
Effective date
Not listed

Plain English Breakdown

The official source material does not provide specific information about the impact on residents who will use the new community center, so this claim was removed.

Proposed Contract for Fort Davis Community Center Modernization

The bill proposes to approve a contract with BSC-CWC New Fort Davis JV, LLC for the modernization of the Fort Davis Community Center in Washington, DC.

What This Bill Does

  • Approves a contract between the District of Columbia and BSC-CWC New Fort Davis JV, LLC for design-build services including planning and construction.
  • Sets a not-to-exceed amount of $6,202,654 for the project, including an existing letter contract of $990,000.
  • Allows progress payments to be made on a monthly basis during the term of the contract.
  • Establishes a timeline from June 21, 2024, through January 21, 2027, for completion of the project.

Who It Names or Affects

  • The District of Columbia government
  • BSC-CWC New Fort Davis JV, LLC

Terms To Know

Design-Build Services
A type of project delivery method where a single entity is responsible for both designing and constructing a building or facility.
Not-to-Exceed Amount
The maximum amount that the contractor agrees to spend on a construction project, beyond which they will not charge additional costs unless agreed upon beforehand.

Limits and Unknowns

  • Future modifications or extensions to the contract may be necessary as the project progresses.
  • Details of the full scope and guaranteed maximum price for the project are still being finalized.

Bill History

  1. 2025-06-13 Council of the District of Columbia LIMS

    Retained by the Council with comments from the Committee on Facilities

  2. 2025-06-12 Council of the District of Columbia LIMS

    CA26-0254 Introduced by Chairman Mendelson at Office of the Secretary

Official Summary Text

Proposed Contract with BSC-CWC New Fort Davis JV, LLC to Contract No. DCAM-23-CS-RFP-0037

Current Bill Text

Read the full stored bill text
MURIEL BOWSER
MAYOR
June 12, 2025
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
Contract No. DCAM-23-CS-RFP-0037 with BSC-CWC New Fort Davis JV, LLC, in the not-to­
exceed amount of $6,202,654 (including an existing letter contract amount of $990,000). The not­
to-exceed amount is an early release of funds for the initial phase of the modernization of the Fort
Davis Community Center.
As part of the initial phase of the project, BSC-CWC New Fort Davis JV, LLC will provide design­
build services, including design development, permitting, and pre-construction planning, while the
District and BSC-CWC New Fort Davis JV, LLC finalize the full scope and guaranteed maximum
price for the project.
If you have any questions regarding this contract, please contact Delano Hunter, Director,
Department of General Services ("DGS"), or have your staff contact Eric Njonjo, Acting Chief
Procurement Officer, DGS, at (202) 727-7138.
I look forward to the Council's favorable consideration of this contract.
GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES

1

Pursuant to Section 202(c-1) 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
Contract

Design-Build Services for New Fort Davis Community Center Building.

(A) Contract Number: DCAM-23-CS-RFP-0037

Proposed Contractor: BSC-CWC New Fort Davis JV, LLC

Contractor’s Principals: Scott Whittier
President

Letter Contract: $990,000

Total Proposed Contract Amount: Not-to-Exceed (“NTE”) $6,202,654

Unit and Method of Compensation: Progress payments on a monthly basis

Term of Contract: June 21, 2024 (date of execution of the Letter
Contract) through January 21, 2027 (Substantial
Completion Date ), with a n Administrative Term
Date of August 26, 2027.

Type of Contract: Cost-plus fixed fee with Guaranteed Maximum
Price (“GMP”)

Source Selection Method: Competitive Request for Proposals (“RFP”)

(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:

Not applicable.

(C) The date on which the letter contract or emergency contract was executed:

A letter contract with BSC- CWC New Fort Davis JV , LLC (the “Contractor”) was executed by
the Department of General Services (the “Department”) on June 21, 2024 (the “Letter Contract”).

2

(D) The number of times the letter contract or emergency contract has been extended:

Modification No. 1 to the Letter Contract, executed on July 10, 2024, extended the duration of the
Letter Contract to October 18, 2024.

Modification No. 2 to the Letter Contract, executed on September 13, 2024, extended the duration
of the Letter Contract to January 21, 2025.

Modification No. 3 to the Letter Contract, executed on January 15, 2025, extended the duration of
the Letter Contract to June 30, 2025.

Modification No. 4 to the Letter Contract, executed on March 5, 2025, approved the key personnel
replacement.

(E) The value of the goods and services provided to date under the letter contract or emergency
contract, including under each extension of the letter contract or emergency contract:

The total value of the services provided to date under the Letter Contract is $990,000, which
represents the NTE amount established by the Letter Contract.

(F) The goods or services to be provided, the methods of delivering goods or services, and any
significant program changes reflected in the proposed contract:

If approved, the Contract will authorize the Contractor to provide Design-Build Services for New
Fort Davis Community Center Building , located at located at 1400 41st Street, SE, Washington,
DC 20020 (the “Project”). The Project will be completed in two phases: (i) the Design and
Preconstruction Phase; and (ii) the Construction Phase. The Project’s substantial completion shall
occur on or before January 21, 2027.

The Project consists of a two-story concrete recreation building. The building contains a
gymnasium, a large multi -purpose room, small recreation rooms, lunchroom, staff rooms, game
room, bathrooms and locker rooms, and storage, mechanical, and electrical rooms. The site is also
the home of a playground, spray park, gazebo, picnic and grilling areas, basketball court, tennis
courts, and a baseball field.

The Contractor shall provide any and all design, permitting, and construction, including, but not
limited to, temporary utilities, public art installation, furniture, fixtures, equipment, and
coordination, move-in logistical support for a fully functional turn -key Project. The Project shall
be complete, operating, and ready for use on or before the Substantial Completion Date and within
the Project Budget.

The scope of work for the Project aims to meet the following goals:

A. Demolish the existing Fort Davis Recreation Center building.
B. Design & Construct a new recreation center at Fort Davis to meet the growing needs of
the population.
C. Provide enhancements to the existing exterior amenities at Fort Davis.
D. Enhance security around Fort Davis Recreation Center’s property.

3

The proposed Contract’s Not-to-Exceed (“NTE”) amount of $6,202,654 is an early start agreement
#1 (“ESA”) to enable the Contractor to continue through the design development, permitting, and
pre-construction planning without delay, to ensure the project is on schedule. This amount includes
the remaining balance beyond the initial $990,000 authorized under the Letter Contract, ensuring
the completion of all necessary design work and associated requirements to develop the guaranteed
maximum price (“GMP”) proposal. As the proposed amount of the Contract exceeds $1 million,
Council approval is required for this contract action.

(G) The selection process, including the number of offerors, the evaluation criteria, and the
evaluation results, including price, technical or quality, and past performance components:

On October 18, 2023, t he Department posted RFP No. DCAM -23-CS-RFP-0037, Design-Build
Services for New Fort Davis Community Center Building, to engage a contractor to provide
Design-Build services for the Project on the Department’s website.

There were seven (7) Addenda issued to this RFP.

Addendum No. 1 was issued on October 23, 2023.
- Modified the time of the Pre-Proposal Conference and the Site Visit.

Addendum No. 2 was issued on November 1, 2023.
- Provided the list of the Site Visit Attendees.
- Removed Attachment V from the RFP.
- Replaced Attachment W “DGS Standard Specifications and Owner’s Project Requirements”
by “DPR Recreation Center Specifications as of April 2020”

Addendum No. 3 was issued on November 9, 2023.
- Provided DGS’s response to the RFI.
- Provided the Revised Project Schedule.
- Provided the As-built drawings.

Addendum No. 4 was issued on November 15, 2023.
- Extended the Proposals Due Date.

Addendum No. 5 was issued on November 22, 2023.
- Extended the Proposals Due Date.
- Provided the Notice to Proceed/Letter Contract.
- Provided the Form of Contract.

Addendum No. 6 was issued on November 29, 2023.
- Extended the Proposals Due Date.

Addendum No. 7 was issued on December 5, 2023.
- Provided the Revised Form of Contract

Proposal Submissions:

On the Proposals’ due date, December 12, 2023, seven (7) firms (collectively, the “Offerors” and
each individually, an “Offeror”) submitted Proposals in a timely manner.

4

Technical Evaluations Process:

Each Offeror’s technical proposal was independently evaluated by a Technical Evaluation Panel
(“TEP” or “Panel”). A kick-off meeting was held and established a schedule for the evaluation of
proposals and discussed in detail the roles and responsibilities of the TEP. In addition, each TEP
member completed the required Disclosure Agreement and Confidentiality Agreement. Prior to
convening the evaluation meeting, each member of the Panel individually completed an
evaluation of the proposals.

Consensus Meeting:

After the Panel members had completed their individual evaluations of the proposals, the Panel
met on January 24, 2024, to develop the consensus technical score for each Offeror.

Contracting Officer’s Independent Evaluation:

The Department’s Contracting Officer carefully reviewed each of the proposals and independently
rated each Offeror. The CO further carefully reviewed the evaluation process followed by the
Panel, their notes and scoresheets, and their final consensus technical evaluation, and concluded
that the Panel’s technical evaluations of the proposed Offerors were proper and reasonable.

Certified Business Enterprise Preference Points:

In addition to the price and technical scoring, a certain number of points were available for each
Offeror based on its status as a Certified Business Enterprise (“CBE”) as determined by the
Department of Small and Local Business Development (“DSLBD”). The Contractor was so
certified and received points accordingly.

The Contractor received 12 preference points or a 12 percent reduction in price.

Determination of a Fair and a Reasonable Price:

When the total points for all of the three components (technical, price and CBE preference) were
combined, the Contractor was the highest ranked Offeror. The Contracting Officer examined the
fee/price proposal submitted by the Contractor and determined that the overall proposed fees/price
submitted by the Contractor is within the I ndependent Government Estimate and is fair and
reasonable and accordingly a mutually satisfactory Contract was successfully concluded with the
Contractor.
Contract Award:
On March 25 , 2024, t he Department awarded Contract No. DCAM -23-CS-RFP-0037 to the
Contractor as such award was determined to be most advantageous to the District.

(H) 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:

5

The award of the Contract was not protested.

(I) The description of any other contracts the proposed contractor is currently seeking or holds
with the District:

The Contractor is not currently involved in any other contract.

(J) The background and qualifications of the proposed contractor, including its organization,
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 has extensive specialized experience and has delivered more than 250,000 square
feet of community recreation spaces, including pools and athletic fields, totaling nearly $200
million in value. The Contractor brings deep expertise in sustainable design and design- build
project delivery. With a focus on environmental responsibility, innovation, and community
inclusion, the Contractor aims to help transform the Fort Davis Community Center into a vibrant
and lasting resource.
The following three projects have been completed by either one or more members of the
Contractor:

1. Kenilworth Recreation Center, Washington, DC;
2. Edgewood Recreation Center, Washington, DC; and
3. Bard High School Early College, Washington, DC.

The Contractor has been determined responsible in accordance with 27 DCMR § 4706.1.

(K) 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:

One of the Contractor’s members (Blue Skye Construction, LLC) is a certified business enterprise
in accordance with the Act (CBE Number: LSDRE77024112026). Pursuant to D.C. Official Code
§ 2-218.46 (d-1), the Contractor shall submit a detailed subcontracting plan to DSLBD that meets
the requirements of D.C. Official Code § 2-218.46(d) before entering into a guaranteed maximum
price.

Contract’s NTE Dollar Value: $6,202,654.00
Contractor Self-Performing Amount: $3,597,539.32
Total Available for Subcontracting: $2,605,114.68
Subcontracting Requirement %: $35% of the total available for subcontracting
Subcontracting Plan Required Dollar Value: $911,790.14
Subcontracting Plan Actual Dollar Value: $2,485,392.00

6

(L) Performance standards and the expected outcome of the proposed contract:

The Contractor shall provide any and all design, permitting, and construction, including, but not
limited to, temporary utilities, public art installation, furniture, fixtures, equipment, and
coordination, move-in logistical support for a fully functional turn -key Project. The Project shall
be complete, operating, and ready for use on or before the Substantial Completion Date and within
the Project Budget, and complete the project no later than January 21, 2027 (Substantial
Completion Date). The Contractor’s performance will be monitored by DGS staff and DGS’
designated Program Manager. Additionally, the Contractor must adhere to the terms and
conditions of the Standard Contract Provisions for Construction Contracts.

(M) 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 Letter Contract provides for an initial NTE Amount of $990,000, which represents the total
expenditure of funds authorized to date.

(N) 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 amount is
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.

(O) A certification that the contract is legally sufficient, including whether the proposed
contractor has any pending legal claims against the District:

The Letter Contract and proposed Contract have 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.

(P) 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
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.

(Q) 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 taxes.

7

(R) 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 the DSLBD website, one of the Contractor ’s members (Blue Skye Construction,
LLC) is a certified Local Business Enterprise . The Contractor’s CBE Number is
LSDRE77024112026 with an expiration date of November 28, 2026.

(S) Other aspects of the proposed contract that the Chief Procurement Officer considers
significant:

N/A

(T) 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 and Procurement’s
Excluded Parties List and the Federal Government’s Excluded Parties List.

(U) 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):

N/A

(V) Where the contract, and any amendments or modifications, if executed, will be made
available online:

Contract award information is available on the Department’s website. Copies of C ontract
documents will be made available on the Department’s website, if approved.

(W) 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.

8

(X) (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.
1101 4th Street, SW
Washington, DC 20024
Date of Notice: May 22, 2025 L0014235658Notice Number:
FEIN: **-***5037
Case ID: 18596658

Government of the District of Columbia
Office of the Chief Financial Officer
Office of Tax and Revenue
BSC-CWC NEW FORT DAVIS JV LLC
4910 MASSACHUSETTS AVE NW STE 214
WASHINGTON DC 20016-4382

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, Department of General Services

From: Antoinette Hudson Beckham
Agency Fiscal Officer

Reference: Proposed Contract No. (DCAM-23-CS-RFP-0037) Design-Build Services for New
Fort Davis Community Center Building

Date: May 20, 2025

Subject: Fiscal Sufficiency Certification

In my capacity as the Agency Fiscal Officer of the Department of General Services (the “Department”),
I hereby state that the Design-Build Services for New Fort Davis Community Center Building (DCAM-
23-CS-RFP-0037) (the “Contract”) with BSC-CWC New Fort Davis JV LLC (the “Contractor”), in the
amount of $6,202,654.00 is consistent with the Department’s current budget and that adequate funds
are available in the budget for the expenditure.

Per the Department’s Contracts & Procurement (“C&P”) team, on June 21, 2024, the Letter Contract
was executed by the Department, with an initial Not-to-Exceed (“NTE”) amount of $990,000.00. The
proposed increase of $5,212,654.00 will increase the NTE amount to $6,202,654.00 ($990,000.00 +
$5,212,654.00).

Per C&P, the proposed Contract’s NTE amount of $5,212,654.00 is an early start agreement #1
(“ESA”) to enable the Contractor to continue through the design development, permitting, and pre -
construction planning without delay, to ensure the project is on schedule.

The Department of General Services (AM0–Implementing AGY) has $6,202,654.00 in the
Department of Parks and Recreation (HA0–Owner AGY) capital budget authority balance.

GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES

The PASS information is below/attached:

Project Number/
Name
Subtask AY Fund Detail Imp. AGY Owner
AGY
RK/PO Amount Comments
100053 -
(AM0.FTDAVC.FO
RT DAVIS
RECREATION
CENTER)
01.01(FTDAA.9
5101.FORT
DAVIS
RECREATION
CENTER.MODE
RNIZATION
PROJECTS)
N/A 3030300 AM0 HA0 PO716044 $990,000.00 Letter Contract
100053 -
(AM0.FTDAVC.FO
RT DAVIS
RECREATION
CENTER)
04.01(FTDAD.9
5101.FORT
DAVIS
RECREATION
CENTER.MODE
RNIZATION
PROJECTS)
N/A 3030300 AM0 HA0 RK302661 $5,212,654.00 ESA #1-
Proposed
Increase
Total $6,202,654.00

_______________________
Antoinette Hudson Beckham
Agency Fiscal Officer
Department of General Services

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

Build Services for New Fort Davis Community Center Building

Contract Number: DCAM-23-CS-RFP-0037
Contractor: BSC-CWC New Fort Davis JV, LLC

DATE: June 5, 2025

This is to certify that this Office has reviewed the above-referenced proposed Contract 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 Ave, NE, Washington, DC 20019 | Telephone (202) 727-2800 | Fax (202) 727-7283

GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
maeerr kok * Weare
Eva ae BCsusTANN ea
Contracts& ProcurementDivision
Sentelectronicallyto:Scott@blueskyeconstruction.com
April19,2024
ScottWhittier
President
BSC-CWCNewFortDavisJVLLC.
4910MassachusettsAve,NW STE214
WashingtonDC 20016
Subject: NoticetoProceedandLetterContract
Reference:RequestforProposals(“RFP”)No.DCAM-23-CS-RFP-0037Design-BuildServicesfor
New FortDavisCommunityCenterBuilding
DearMr.Whittier:
We refertotheproposalsubmittedby BSC-CWC New FortDavisJV LLC.(the“Design-Builder”or
“Contractor”)inresponsetotheabovereferencedRFP.We arepleasedtoinformyouthatthisworkhasbeen
awardedtoBSC-CWC New FortDavisJVLLC.,andifthisLetterContractissignedbytheContractorwithout
modificationofany kind,itwillserveasanoticetoproceedfortheworkdescribedbelow.Thisnoticetoproceed
issubjecttothefollowingterms:
1. LetterContract,ThisisaLetterContractbetweentheContractorandtheDistrictofColumbia
Government,actingbyandthroughitsDepartmentofGeneralServices(“DGS”orthe“Department”),andshallgovernthepartiesrelationshipuntilsuchtimeasafinalcontractisenteredintofortheworkdescribedintheabovereferencedRFP(the“DefinitizedContract”);provided,however,thattotheextentanissueisnotcoveredinthisLetterContract,theRequestforProposalshallgovern.OnceanauthorizedContractingOfficerexecutestheDefinitizedContract,thisLetterContractshallbeincorporatedintoandmergeintotheDefinitizedContract.

2. ScopeofWork,TheContractorshallprovideDesign-BuildServicesforNew FortDavisCommunity
CenterBuilding,locatedat140041stStreet,SE,Washington,DC 20020(the“Project”),asdescribedinthe
Contractor’sProposaldatedDecember12,2023,submittedinresponsetothesubjectRFP andScheduleof
ValuesattachedtothisLetterContractasExhibitA.
3. Deliverables.InconnectionwiththeservicesprovidedpursuanttothisLetterContract,theContractor
shallprovide,ataminimum,thedeliverablesinaccordancewiththerequirementsintheRFP,ScheduleofValues
attachedtothisLetterContractasExhibitA andFormofContractinconnectiontotheauthorizedworktothe
Department’sProgramManagerandinthereferencedinstancestotheContractingOfficer:

IntheeventthattheContractorfailstotimelysubmitanysuchdeliverable,theContractorshallpaytotheDepartmentasadisincentivefeeFiveHundredDollars($500)perdayafterreceivingwrittennoticefromtheContractingOfficeroffailuretosubmiteachdeliverable,ThisremedyiscumulativeanddoesnotlimitanyotherrightorremedyoftheDepartmentunderthecontractorapplicableDistrictlaw.
4, NottoExceedAmount,TheNot-to-Exceed(“NTE”)amountofthisLetterContractis$990,000.00.InnoeventshalltheContractorbeentitledtoreceivemorethantheNTEamountunderthisLetterContractunlessauthorizedinadvanceandinwritingbyadulyauthorizedContractingOfficer.ThisNTEamountincludesallcostsincurredbytheContractorinconnectionwiththeworkauthorizedhereby.
5. KeyPersonnel.Keypersonnelfortheconstructionphaseshallinclude,ataminimum,(i)theProjectManager;(ii)theSuperintendent;(iii)theProjectExecutive.TheKeyPersonneloftheArchitectshallinclude:(i)ProjectManager;(ii)ProjectArchitect;(iii)PrincipalinCharge;(iv)LeadMechanicalEngineer;(v)LeadEnvelopeConsultant;(vi)LeadStructuralEngineer;and(vii)LeadSpecificationManualConsultant,‘TheContractorwillnotbepermittedtoreassignanyoftheKeyPersonnelunlesstheDepartmentapprovestheproposedreassignmentandtheproposedreplacement.
IftheContractorremovesorreassignsoneoftheKeyPersonnel(excluding,however,instanceswheresuchpersonnelbecomeunavailableduetodeath,disability,orseparationfromtheemploymentoftheContractororanyaffiliateoftheContractor)withoutthepriorwrittenconsentoftheDepartment'sContractingOfficer,theContractorshallpaytotheDepartmentthesumof$25,000foreachreplacementasareplacementfeeandnotasapenalty,toreimbursetheDepartmentforitsadministrativecostsarisingfromtheContractorfailuretoprovidetheKeyPersonnel.Theforegoingreplacementfeeamountshallnotbarrecoveryofanyotherdamages,costs,orexpensesotherthantheDepartment'sinternaladministrativecosts.Inaddition,theDepartmentshallhavetheright,tobeexercisedinitssolediscretion,toremove,replace,ortoreducethescopeofservicesoftheContractorintheeventthatamemberofthekeypersonnelhasbeenremovedorreplacedbytheContractorwithouttheconsentoftheDepartment.IntheeventtheDepartmentexercisestherighttoremove,replaceortoreducethescopeofservicesoftheContractor,theDepartmentshallhavetherighttoenforcethetermsoftheAgreementandtokeep-in-placethosemembersoftheDesign-Builder’steamnotremovedorreplacedandtheremainingmembersshallcompletetheservicesrequiredundertheAgreementinconjunctionwiththenewmembersoftheContractor'steamapprovedbytheDepartment.
6. Insurance.AtalltimeswhileworkingunderthisLetterContract,theContractorshallmaintaininsurance
asdescribedintheRFP.AllsuchpoliciesshallbeendorsedtoaddtheDistrictofColumbia,including,butnot
limitedto,itsDepartmentofGeneralServices,andtherespectiveagents,employees,andofficesofeachas
additionalinsureds.
7. Duration,OncesignedbytheContractor,theLetterContractwillbecomeeffectiveonthedatetheLetterContractisexecutedbytheDepartment.ThisLetterContractwillterminateonthecarliertooccurofthefollowing:(i)thedatetheDefinitizedContractbecomeseffective;or(ii)July19,2024.DGSreservestherighttoterminatethisLetterContract,inwholeorspecifiedpart,forconvenienceinthemannerdescribedinArticle5oftheDistrictofColumbiaDepartmentofGeneralServicesStandardContractProvisionsGeneralProvisions
forConstruction Contracts.
8 Billing,AllinvoicesshallbesubmitteddirectlytotheDepartmentattheaddressspecifiedintheRFP.
PurchaseOrdernumbersshouldbeincludedinallfutureinvoicesandaccountingrecords.Properlyprepared
invoiceswiththenecessarybackupshallbepaidwithinthirty(30)daysofreceipt.Invoicesnotpaidbythatdate
shallbearinterestinaccordancewiththeQuickPaymentAct.
9. UseofDGS"ProjectTeam.TheContractorshallutilizetheDepartment’sProjectTeamsystemtosubmit
anyandalldocumentationrequiredtobeprovidedbytheContractorfortheProject,includingorotherweb-

Page2of4
3924MinnesotaAve,NE|SthFloorWashingtonDC20019|Telephone(202)727.2800| Fax(202)727-7283
baseddocumentmanagementsystemtosubmitanyandalldocumentationrequiredtobeprovidedbytheContractor,including,butnotlimitedto:(i)requestsforinformation;(ii)submittals;(iii)meetingminutes;(iv)invoices/applicationsforpayment(fullpackageincludingallformsrequiredbytheDepartment);(v)certifiedpayrolls(inadditiontouploadviaLCPTracker);(vi)drawingsandspecifications;(vii)punchlist;and(viii)otherdocumentsasmaybedesignatedbytheDepartment.

ElectronicstorageandtransmissionofinformationviaProjectTeamsystemshallbecompliantwiththeDGSdocumentsecurityrequirements.
10. InvoiceSubmittal,TheContractorshallcreateandsubmitpaymentrequestsinanelectronicformatthroughtheDC VendorPortal,https://vendorportal.dc.gov.TheContractorshallsubmitproperinvoicesonamonthlybasis.ToconstitutetherequireddocumentationfortheinvoiceperArticle8oftheStandardContractProvisions,theContractorshallenterallrequiredinformationintothePortalafterselectingtheapplicablepurchaseordernumberwhichislistedontheContractor’sprofile.
11, PurchaseOrderNumber,ThisLetterContractwillbecomeeffectiveonthedatetheLetterContractis‘executedbytheDepartment,TheDepartment’sContracts& ProcurementDivisionwillissueapurchaseordernumberandwillbesentinaseparatecover.Thatnumbershouldbeincludedinallfutureinvoicesandaccounting,records.IntheeventthatyoudonotobtainapurchaseordernumberpleasecontacttheContractingOfficerCO”),ObaidullahRanjbaratobaidullah.ranjbar@de.govdirectlytoobtainthisnumber.
12, OwnershipandUseofDocuments.AlldocumentsandworkproductpreparedbytheContractorshallbecomethepropertyoftheDepartmentuponthepaymentofinvoicessubmittedundertheLetterContract.
13, TradeWork/SiteControl,UnlessotherwisedirectedbytheDepartment,theContractorshallnotperformanytradeworkortakecontrolofthesite.Anyauthorizationtoproceedwithtradeworkwillincludeappropriateprovisionsrelatingtocompliancedocuments(firstsourceemploymentagreement,DepartmentofSmallandLocalBusinessDevelopment(DSLBD)),bonds,insurance,andsafetyprocedures.Ataminimum,however,theDepartment'sStandardContractProvisionsforConstructionshallapplyandinadditiontotherequirementssetforthinanysuchsubsequentauthorization,priortocommencinganyconstructionactivity,theContractorshallprovidetheDepartment'sContractingOfficerwithcertificatesevidencinginsurance,apaymentandperformancebondhavingapenalvalueequaltothethenvalueoftheLetterContractandtheContractor'sagreementof
indemnity.

14, EntireAgreement;Modification,‘ThisLetterContract,alongwiththeStandardContractProvisions(StandardContractProvisionsforConstructionContracts(ExhibitB1)andStandardContractProvisionsArchitecturalandEngineeringServicesContracts(ExhibitB2))supersedeallcontemporaneousorpriornegotiations,representations,courseofdealing,oragreements,eitherwrittenororal.NomodificationstothisLetterContractshallbeeffectiveagainsttheDepartmentandunlessmadeinwritingsignedbytheDepartment.NotwithstandingtheprovisionsofthisSection14,nothinghereinshalllimittheDepartment'sabilitytounilaterallymodifythisLetterContract.
15. DavisBaconActWageDeterminationand29CFR5.5DavisBaconProvision.TheContractoragreesthattheworkperformedunderthisLetterContractshallbesubjecttotheDavisBaconWageDeterminationassetforthin(ExhibitC1)and29CFR5.5DavisBaconProvisionassetforthin(ExhibitC2)ineffectatthetimeofLetterContractexecutionbytheDepartment.

16, LivingWageAct.TheContractoragreesthattheworkperformedunderthisLetterContractshallbesubjecttotheLivingWageActineffectatthetimeofLetterContractexecutionbytheDepartment.Assuch,theContractoranditssubcontractorsshallcomplywiththewagereportingrequirementsimposedbytheactassetforthinExhibitD.

Page3of4
3924MinnesotaAve,NE|SthFloorWashingtonDC20019|Telephone(202)727.2800| Fax(202)727-7283
Obaidullah Ranjbar
6/21/2024
Contracting Officer

MODIFICATION OF CONTRACT
1. Contract Number
DCAM-23-CS-RFP-0037
Page of Pages
2. Modification Number
Modification No. 1 to the Letter
Contract
3. Effective Date
See Block 16C
4. Requisitson/Purchase Request No.
N/A
5. Caption
Design-Build Sen/ices for New
Fort Davis Community Center
Buiiding
S, Issued By:
Department of Generai Services
Contracting and Procurement Division
3924 Minnesota Ave. NE
Washington, DC 20019
7. Administered By (If other than line 6}
Department of General Services
Capital Construction Division
3924 Minnesota Ave, NE
Washington, DC 20019
8. Name and Address of Contractor (No. Street, city, country, state and Zip Code)
BSC-CWC New Fort Davis JV LLC.
4910 Massachusetts Ave. NW STE 214
Washington DC 20016
Attn: Scott Whittier
Scott(5ibfueskveconstruction .corn
'9A. Amendment of Solicitation No,
9B. Dated (See Item 11)
10A. ModEfication of Contracyorder No,
DCAM-23-CS-RFP-0037
108. Dated (See Item 13)
June 21, 2024
11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS
_j The above numbered solicitation is amended as set forth in item 14. The hour and date specified for receipt of Offers [_jis extended. ^is not extended.
Offers must acknowiedge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the
following methods: (a) By completing Items 8 and 15, and returning 1 copies of the amendment: (b) By acknowledging receipt of this
amendment on each copy of the offer submitted; or (c) By separate letter or fax which inciudes a reference to the solicitation and
PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTSON OF YOUR OFFER. Ef by virtue of this amendment you desire to change
an offsr already submitted, such change maybe made by letter or fax, provided each fetter or telegram makes reference to the
solicitation and this amendment, and is received prior to the opening hour and date specified.
12. Accounting and Appropriation Data (If Required)
13. THIS ITEM APPLIES ONLY TO MODIFICATiONS OF CONTRAGTS/ORDERS,
!T MODIFIES THE CONTRACT/ORDER NO. AS DESCRiBED IN ITEM 14
A. This change ordsr is issued pursuant to: (Specify Authority)
The changes set forth in item 14 are made in Ihe contracVorder no. In item 10A.
B. The above numbered contraot/order is modified to reflect the administrative changes (such as changes in paying office, appropriation
date, etc.)set forth in item 14.
C. This suppiemental agreement is entered into pursuant to authority of:
D. Other (Specify type of modification and auihoriiy) Title 27 DCMR Sections 4728 and Contract No. DCAM-23-CS-RFP-0037
E. IMPORTANT: Contractor^is not, | X |is required to sign this ciocument and retiim copy to the issuing office.
14. Description of amendment/modification (Organized by UCF Section headings, including solicitation/contraci subject matter where feasjbie.)
;oritract No. DCAM-23-CS-RFP-0037 - Design-Buiid Sen/ices for New Fort Davis Community Center Building is hereby modified as follows:
1. Duration of the Letter Contract; Duration of the Letter Contract is hereby extended from July 19, 2024 to October 18, 2024. This
Letter ConEract wi!l terminate on the earlier to occur of the foilowing: (i) the date the Definitized Contract becomes effective; or (ii) October
18,2024.
2. RELEASE: It is mutually agreed that in exchange for this Modification and other consideration, the Contractor hereby releases, waives,
ieWes and holds the Department harmless from any and ali actual or potentiai daims or demands for delays, disruptions, additional work,
additional lime, additionai cost, contract extensions, compensations or liabiiity 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 consequences or result of, relating to or in any
manner connected with this Modification, the above-referenced Project, and the Contract work.
3. Terms & Conditions: Ali other Terms and Conditions remain unchanged.
5A. Name and Title of Signer fType or print)
icott Whittier
16A. Name of Contracting Officer
Obaiduilah Ranjbar
5B. BSC-CWC New Fort Ddvis JV LLC.
(Signature of person authorized to sign)
150. Date Signed 16B. District of Columbia
7 /-
(Signalure of Confracling OfRcer]
16C. Date Signed
7/10/2024
(Continuation)
Contract Number
DCAM-23-CS-RFP-0037
Modification No.
Modification No. 1 to the Letter Contract
Page of Pages
2 of 2
4. Contract Recap:
Letter Contract
Modification No. 1
Total Not-to-Exceed Amount
Executed June 21, 2024
Administrative - No-Cosf Time Extension
$990,000.00
$990,000.00
9/13/2024

(Continuation)

ContractNumber ModificationNo. PageofPages
DCAM-23-C8-RFP-0037 ModificationNo,2totheLetterContract 20f2
4.ContractRecap:
LetterContract, ExecutedJune21,2024 $990,000.00
ModificationNo.+ ‘Administrative-No-CostTimeExtension $0.00
ModificationNo.2 ‘Administrative-No-CostTimeExtension $0.00
TotalNotto-ExcoedAmount

—_= STERRTDOTTTAgere CERTIFICATE OF LIABILITY INSURANCE osoaoatTHISGERTIAGATEISISSUEDASAMATTEROFINFORMATIONONLYANDCONFERSNORIGHTSUPONTHECERTIFICATEHOLDER.THiSCERTIFICATEDOESNOTAFFIRMATIVELYORNEGATIVELYAMEND,EXTENDORALTERTHECOVERAGEAFFORDEDBYTHEPOLICIESBELOW.THISCERTIFICATEOFINSURANCEDOESNOTCONSTITUTEACONTRACTBETWEENTHEISSUINGINSURER(S),AUTHORIZEDREPRESENTATIVEORPRODUCER,ANDTHECERTIFICATEHOLDER.THPORTANT:IthocorTicaTeHolderTsanADDITIONALINSURED,hepolcyea)mustRaveADDITONALWWSUREDprovisionsorbeendorsed]SUBROGATIONISWAIVED,subjecttothetermsandconditionsofthepolicy,certainpallclesmayrequireanendorsement.Astatementonthis| &certificatedoesnotconferrightstothecertificateholderinlieuofsuchendorsement(s). &
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*
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Mm Oc oftheChitFinancialOticer 1014Steet,SWTim OfficeofTaxandRevenue ‘Washington,DC20024
DateofNotice:September12,2024 NoticeNumber:0012559507 =
BSC-CWCNEWFORTDAVISJVLLC FEIN:**.4#450374910MASSACHUSETTSAVENWSTE214 CaseID:16617702WASHINGTONDC 20016-4382

CERTIFICATE OF CLEAN HANDS,
AsreportedintheCleanHandssystem,theabovereferencedindividual/entityhasnooutstandingliabilitywith the Districtof Columbia Officeof Tax and Revenue or the Department of Employment
Services.Asofthedateabove,theindividual/entityhascompliedwithDCCode§47-2862,thereforethisCertificateof Clean Hands isissued.
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
i a‘AuthorizedBy MelindaJenkins
Branch Chief,Collectionand EnforcementAdministration
Tovalidatethiscertificate,pleasevisitMyTax.DC.gov.OntheMyTaxDC homepage,clickthe
“ValidateaCertificateofCleanHands”hyperlinkundertheCleanHandssection,

11014thStreetSW,SuiteW270,Washington,DC20024/Phone:(202)724-504S/MyTax.DC.g0v

GOVERNMENT DepartmentofLicensingandConsumerProtectionDatelssued:5/28/2024DISTRICCOOLUMBIA BusinessLicenseDivision cateaeny.i108
MurielBowser,Mayor 11004thStreetS.W. Ucenset 410524000630
WashingtonDC 20024 LicensePeriod:5/1/2024-4/30/2026
BASIC BUSINESS LICENSE
BillingNameandAddress: Premise/Anplication'sNameandAddress:ReaisteredAgent'sNameandAddress:BSC-CWCFTDAVISJVLLC BSC-CWCNEWFORTDAVIS,LLC CORPORATIONSERVICECOMPANYConnorGroh

7475WISCONSINAVE. 4910MASSACHUSETTSAVENW 1090VERMONTAVE.NWSUITE900 WASHINGTON,DC20016 WASHINGTON0¢20005BETHESDA,MD20014
‘Owner'sNameCorp.Name BSC-CWCNEW FORTDAVIS,LLC
TradeName
ICofO/HOP#:C02301002| ssl: 14670882 | Zone:MU-4 Ward:3 ANC:3D PERMNO.
CLASS:A UNITS:4
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1/15/2025

‘Continaationy

ContractNumber MoaiicationNo. PageofPages

DCAM-23-CS-RFP-0037 MoaiicaionNo.3totheLetterContract 20f2

417.ContractRecap:
LettorContract
ModiticationNo.1
ModificationNo.2
MosieationNo.3
TotalNot-to-ExceedAmount
ExecutedJune21,2024
‘Administrative-No-CostTimeExtension
Administrative-No-CostTimeExtension
‘Administrative-No-CostTimeExtension

$980,000.00
$80.00
$0.00
$0.00

3/5/2025

(Continuation)

ContractNumber ModificationNo. PageofPages
DCAM-23-CS-RFP-0037 ‘ModificationNo,4totheLetterContract 2of2
17.ContractReeap:
LetterContract Executed:June21,2024 Ss 990,000.00
‘ModificationNo,1 Adiinistrative-No-CastTimeExtension s -
ModificationNo.2 Administrative~No-CostTimeExtensi s -
ModificationNo.3 8 -
ModificationNo.4 istrative-KeyPersonnelReplacement s -
TotalNot-to-ExeeedAmount sr

GOVERNMENT OF THE DISTRICTOF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
x kok Weare
em | =EE] be
EXHIBIT A
[ATTACHMENT WILL APPEAR ON THE FOLLOWING PAGE]
Blue Skye‘Construction:

February14,2025
SuziTabot,
SupervisoryContractSpecialist—Contracts& ProcurementDivision
DepartmentofGeneralServices
3924Minnesota Avenue SE
Washington,DC20019
REP-DCAM-23-CS-RFP-0037
Dear Ms. Suzi,
Pleaseacceptthisletteras noticeof the reofBSC-CWC New FortDavis JV,LLC’s Project
Manager~KaraDiGiovanni2025andOnsiteSuperintendent~BenedictCozzi,effectiveFriday
February14,KarawillreplaceJonathanMuthyala~ProjectManagerasthePrimaryPointof
Contact.PleaseseeattachedresumesforKaraandBenforreviewandapproval.
Pleasedonothesitatetocontactthisofficeforquestionsorconcerns.
__VanassaSimmons
BlueSkyeConstruction
VicePresident

EducationalBackground
Beeree ae Re auc)Eee neyusiteticy:Penny
Carel:ional Registrations
Beet
eckMMA Une Uec eaneteP BD+C
Kara DiGiovanni
ProjectManager
COAKLEYWILLIAMS

Withover10yearsof experience,Karaoverseesproject
executionfromjob-sitestart-upthroughturnover,ensuring
seamlesscoordinationand efficiency.Shemanagesscope
review,subcontractorcoordination,documentmanagement,
andfinancialoversight.Sheleadsscheduleupdates,material
tracking,and dailyissueresolutionwhilefacilitatingowner
coordination,Karaalsomentorsjuniorteam members,
guidingthemthroughsubmittalandRFIprocessing,financial
management,andprojectexecution.
Select Relevant Experience
treet Washington,DcProject Size 175,000SF
TheCStreetAdditionprojectIsanaddition(175,000SF)ontheSouthsideoftheH.CarlMoultrie|CourthouseLocatedinWashington,DC.Theprojectprovidesnewadministrativeoffices,courtrooms,juryrooms,andholdingcellsforthecourthouse.ThisProjectisbrokenintotwophases;phase2AistheWestbuild-outoftheadditionwith«@completiondateofApril2019andphase28istheEastbuild-outoftheadditioncompletedinMay2024,ThisprojectispendingLEEDPlatinumcertification.
( Washington,DcProjectSize 67,750SF
TheNew StudentCenterprojectwasa newbasebuildingontheUniversity’scampusthatprovidedadditionalamenitiesincludingadministrativeoffices,a healthcenter,studentactivitiesofficesandballroom.ThisprojectreceivedLEEDPlatinumcertification.
1 Washington,DcProjectsize 18,000SFTheUnitedArabEmiratesChanceryAnnexprojectwasarenovationandadditionofa historicalambassador'sresidencelocatedonMassachusettsAvenueinWashington,DC.Thebuildingwasanadaptivereuseprojectforadditionalofficespacestoservethemainembassy.ThisprojectreceivedLEEDGoldcertificationandwaslisted{8ahistoricpreservationproject.

EducationalBackground
ene T CrBachelorof Sciencein ConstructiManagement
ProfessionalRegistrations
net+FirstAid& CPRmyCorpsof Engineeerate akeele aee art

GOAKLEYWILLIAMSBen Cozzi
Superintendent

Benbringsover18yearsofdiverseconstructionexperience
tohisrole.JoiningCWC in2014,BenservesasSuperintendent,
overseeingdailyon-siteactivitiessuchas subcontractor
scheduling,coordination,progressmeetings,fieldreports,
administration,qualitycontrol,constructabilityanalysis,and
safetymanagement.

Select Relevant Experience
moni Annapolis,MDProjectSize 75,000SFConstructionincludeddemolition,a concretespreadfootingfoundationsystem,a two-storysteelstructurewithconcretepandeck,brickandglassexteriorcladding,roofclecks,VRFHVACsystem,electricalandlifesafetysystems,telecommunicationwiring,andnewfinishes.
Chantilly,va

ProjectSize 147,750SFThisfivefloor,147,750sfbuild-outthroughouttheEastandWestbuildingsincludedthedemolitionofanexistingofficespaceandthecompleteconstructionofthisbeautifulfacilitydesignedbyInteriorArchitects(IA).ThisLEEDSilverprojectconsistedofreception,executiveareas,offices,workrooms,administrativeareas,openworkareas,focusrooms,labs,SCIFfacilities,library,conferencerooms,trainingrooms,café,storage,andsmallerpantries.CWC providedpreconstructionandconstructionservices
Washington,0cProjectSize 3,400SFThisrenovationincludedconstructinga 2storyin-fillintheopenareabetweentheActivitiesBuildingOldGymLobbyandMezzanineinordertocreatenewclassrooms,storageroomandconferenceroom.Workincludeddemolitionconcrete,steelmodifications,glass,DW,Acousticalceiling,finishes,HVAC,sprinklerandelectrical
UpperMarlboro,f MDProjectSizeThePrinceGeorge'sCountySpecialOperationsHeadquartersis@ ground-upconstructionprojectlocatedwithintheCounty'slargercampusinUpperMarlboro,MD.ThisfacilitywillserveastheadministrativehubfortheCounty'sEmergencyServicesTeam,K-9Trainers,CrashTeam,TacticalUnit,andotherSpecialServicesdepartments.Alarge,attachedgaragewillhousemostoftheSpecialOperationsemergencyvehiclesandwillincludeanonsiterepairservicebay.ThebuildingisdesignedtoachieveLEEDBD+Cv4Silvercertification,featuringsustainableelementssuchasa solar-paneledroof,bioretentionponds,electricvehiclechargingstations,andlow-flowplumbingfixtures

DESIGN-BUILD AGREEMENT
FOR
NEW FORT DAVIS COMMUNITY CENTER BUILDING

BY AND BETWEEN

THE DEPARTMENT OF GENERAL SERVICES

AND

BSC-CWC NEW FORT DAVIS JV, LLC

CONTRACT NUMBER: DCAM-23-CS-RFP-0037
Page 2 | 113
PROJECT INFORMATION

A. PROJECT SUMMARY

1. Project Name: Design-Build Services for New Fort
Davis Community Center Building
2. Project Address: 1400 41st Street, SE,
Washington, DC 20020
3. Agreement Type: Cost-plus fixed fee with Guaranteed
Maximum Price
4. Client Agency: Department of Parks and Recreation
(“DPR”)
5. Design-Builder: BSC-CWC New Fort Davis JV, LLC
6. Agreement Amounts:
i. Initial NTE: $6,202,654.00
ii. Project Budget: $27,500,000.00
7. Design-Builder Compensation:
i. Design Fee: $2,485,392.00
ii. Design-Build Fee: $1,238,114.00
iii. Base Design-Build Fee (60%
of the Design-Build Fee): $742,868.40
iv. At-Risk Portion of Design-
Build Fee (40%): $495,245.60
v. Preconstruction Fee (15% of
the Base Design-Build Fee): $185,717.10
vi. Lump Sum General
Conditions: $1,179,148.00
vii. Contingency: To be determined at GMP
viii
. Allowances:
Permits Allowance ($500,000.00)
Public Art Allowance ($300,000.00); and
Utilities Allowance ($500,000.00).
8. Liquidated Damages:
Page 3 | 113
i. Failure to Submit Deliverables:$5,000.00 plus $500.00/day
ii. Liquidated Damages for Delay
in Substantial Completion: $500.00/day
9. Key Personnel Replacement Fee: $25,000.00
10. Guaranteed Maximum Price
i. GMP Submission Date: August 2025
ii. GMP Amendment Executed By: September 2025
11. Substantial Completion Date: January 21, 2027
12. Final Completion Date: April 19, 2027
13. Administrative Term Expiration
Date: August 26, 2027
14. Letter Contract:
i. Period of Performance June 21, 2024, through execution of
Contract
ii. NTE Amount: $990,000.00
15. GMP Basis Documents Design
Progression Design Development Documents

Page 4 | 113
DESIGN-BUILD AGREEMENT

DESIGN-BUILD SERVICES FOR NEW FORT DAVIS COMMUNITY CENTER
BUILDING
DCAM-23-CS-RFP-0037
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 BSC-CWC NEW FORT DAVIS
JV, LLC, duly organized under the laws of District of Columbia, and wi th a place of business
at 4910 Massachusetts Avenue NW, Suite 214, Washington, DC 2001 6 (the “Design-Builder” or
“Contractor”, and collectively, the “Parties”).

RECITALS

WHEREAS, the Department issued a Request for Proposals (“RFP”) dated O ctober 18,
2023 (the “RFP”) to engage a design-builder (the “Design-Builde r” or “Contractor”) For New
Fort Davis Community Center Building located at 1400 41st Stree t, SE, Washington, DC 20020
(the “Project”);

WHEREAS, the Department desires that the Project be completed no later than January
21, 2027 (“Substantial Completion Date”);

WHEREAS, the Design-Builder submitted a proposal entitled “Proposal f or New Fort
Davis Community Center Building, DCAM-23-CS-RFP-0037”, to provi de design-build services
for the Project;

WHEREAS, the Department has retained the Design-Builder to provide des ign-build
services for the Project and the Project is to include utility investigation, design, pre-construction
services, demolition services and construction services;

WHEREAS, the Design-Builder wishes to provide the architectural, engin eering,
construction and related services necessary to complete the Pro ject, 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 for the Project, including all design
fees, hard construction costs, FF&E, and fees and general condi tions of the Design-Builder (such
budget, the “Project Budget”); and

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WHEREAS, the Department and the Design-Builder entered into a letter con tract dated
June 21, 2024, (the “Letter Contract”) pursuant to which the De sign-Builder was authorized to
proceed with certain design and preconstruction services in fur therance of the Project.

NOW, THEREFORE, the Department and Design-Builder, for the consideration set forth
herein, mutually agree as follows.
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Article 1 DEFINITIONS

Section 1.1. Administrative Term.
The Agreement shall have an admin istrative term (the “Administr ative Term”) that runs from
the effective date of the notice to proceed (“Notice to Proceed ” or “NTP”) to the Administrative
Term Expiration Date set forth in the Project Information Secti on above. In addition, within this
time the Design-Builder shall ex ecute and submit a Final Release of Liens and Claims in a form
and format required by a Contracting Officer (“CO”), 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 perm itting the Department’s Office
of the Chief Financial Officer (“C FO”) to process payments in t he event any payments become
due. Notwithstanding the foregoi ng, nothing herein shall be con strued 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 “Agreement” shall mean this entire, integrated agreement between the Department and
the Design-Builder with respect to the Project, consisting of t his document and the Exhibits
thereto, including but not limited to the Standard Contract Provisions, the Construction Documents
released for the Design-Builder’s use and any Change Orders, Co ntract Modifications or Change
Directives that have been executed by the Department.

Section 1.3. Client Agency.
The governmental or quasi-governmental entity represented by th e Department, requesting the
Project.

Section 1.4. Construction Documents.
The final Drawings and Specifications, as prepared, sealed by t he Architect’s design
professional in accordance with the law, and issued by the Desi gn-Builder for the purpose of
obtaining bids from potential tr ade 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.

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 Document” refers one or more components of t he documents that
comprise the Agreement between the Department and the Design-Bu ilder, including any
modifications or changes thereof, the Drawings and Specifications, and any addenda issued thereto.

Section 1.8. Design & Precons truction Phase Services.
The services to be provided under Article 3 constituting the design & preconstruction phase services
to be performed by the Design-Builder.
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Section 1.9. Drawings.
The Drawings are the graphic and pictorial portions of the Contract Documents, wherever located
and wherever issued, showing the design, locations and dimensio ns of the Work, generally
including plans, elevations, sections, details, schedules, and diagrams.

Section 1.10. Final Completion.
The point at which Substantial Completion has been achieved, al l punch list items noted at
Substantial Completion have been completed and all 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-Build er shall achieve Final
Completion. The Final Completion Date may be modified only by C hange 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 c omplete the Project and execute
all tasks necessary to obtain t he final certificate of occupanc y 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 ap proval and sign-off; and cause all
representations, warranties and guarantees to be honored and ot herwise 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-B uild Fee and the Cost of the
Work, that will be paid the Design-Builder to Fully Complete th e Project as set forth in Article 5.
The Guaranteed Maximum Price (“GMP”) may be modified only by Ch ange Order, Contract
Modification or Change Directive in accordance with the Agreement.

Section 1.14. Hazardous Material.
Any toxic substance or hazardous chemical defined or regulated pursuant to federal, state or local
laws relating to pollution, treat ment, storage or disposal of w aste, or protection of human health
or the environment. Such laws inc lude, without limitation, the Comprehensive Environmental
Response, Compensation and Liability Act, the Resource Conserva tion 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 Ma terials shall also include
petroleum and petroleum bi-products.

Section 1.15. Notice to Proceed.
A written notice to proceed, signed by the Department, directin g the Design-Builder to proceed
with the Project or any portion of the Project (“Notice to Proceed” or “NTP”).

Section 1.16. Project Schedule.
The schedule for the Project agreed to by the Department and th e Design-Builder. Such schedule
shall include a baseline schedule as updated periodically by the Design-Builder, approved by the
Department and as finalized by the GMP Amendment. The Project Schedule shall not be changed
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except by a Change Order or Chan ge Directive issued by the Depa rtment. The Project Schedule
shall be in a form and contain such detail as may be agreed upo n by the Parties. A preliminary
Project Schedule is attached as Exhibit B.

Section 1.17. Self-Performed Work.
Trade work performed by employees of: (1) the Design-Builder; ( 2) any entity that is a partner
or member of the entity compris ing the Design-Builder; (3) any entity that controls, is controlled
by, or is under common control with the Design-Builder; or (4) any entity 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 performed 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 sha ll include the Design &
Preconstruction Phase Services and the Construction Phase Services.

Section 1.19. Specifications.
The Specifications are that portion of the Contract Documents c onsisting of the written
requirements for materials, equipment, construction systems, st andards and workmanship for the
Work, and performance of related services.

Section 1.20. Standard Contract Provisions.
The District of Columbia Department of General Services Standar d Contract Provisions, General
Provisions (Construction Contract ), as amended, are attached he reto as Exhibit J1 and
incorporated herein. The District of Columbia Department of Gen eral Services Standard Contract
Provisions, General Provisions (Architectural & Engineering Services Contract), as amended, are
attached hereto as Exhibit J2 and incorporated herein.

Section 1.21. Subcontractor.
Any person, natural or legal, to whom the Design-Builder delega tes performance of any portion
of the Work required by the Agreement. The term “Subcontractor, ” used without a qualifier,
shall mean a subcontractor in direct privity with the Design-Builder. “Subcontractors at all tiers”
shall mean not only those Subcontractors in direct privity with the Design-Builder, but also those
performing Work pursuant to sub-subcontracts, subsubsubcontracts, and so on.

“Subcontractors” shall include bot h those who are retained to p erform labor only and those who
are retained both to perform la bor and to supply material or eq uipment. “Subcontractors” shall
also include design professiona ls who are not the Design-Builde r’s employees and to 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 hav e occurred: (1) the construction
and installation work have been completed with only minor punch list items remaining to be
completed; (2) a temporary certif icate of occupancy and all oth er required permits or approvals
have been obtained; (3) draft copies of all operating and maintenance manuals, training videotapes
and warranties required by the Agreement have been delivered to the Department and the Client
Agency; (4) final warranties have been submitted for material and labor for any installed, replaced,
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or repaired synthetic surfaces at recreation spaces including, but not limited to, the following
material types: Pour-in-Place (“PIP”), artificial grass or turf , rubber mulch, and engineered wood
fiber; (5) any supplemental trai ning session required by the Ag reement for operating or
maintenance personnel have been s cheduled; (6) all clean-up req uired by the Agreement has
been completed; (7) the Project is ready for the Department and Client Agency to use it for its
intended purpose; (8) all equipment, supplies, materials and it ems 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; and (9) certificates of compliance with
impact standards (IPEMA) for synthetic surfaces at recreation s paces have been submitted to the
Department. “Minor punch list items” are defined for this purpo se as items that, in the aggregate,
can be completed within thirty (30) days without interfering wi th the Department or Client
Agency’s normal use of the Project.

Section 1.23. Substantial Completion Date.
The date established herein by which the Design-Builder shall a chieve 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 performance of the Services necessary, at any
and all phases of the Agreement, to Fully Complete the Project.

Section 1.25. 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
drip line of existing trees and shrubs.

Section 1.26. Site Cleanliness
During the Agreement performance and/or as directed by the Depa rtment’s Program Manager,
as the installation is completed, the Design-Builder shall ensu re that the site is clear of all
extraneous materials, rubbish, or debris.
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Article 2 GENERAL PROVISIONS

Section 2.1. Letter Contract
The Parties acknowledge that cer tain of the investigation, desi gn and preconstruction activities
described in Article 3 of this Agreement were performed pursuant to the Letter Contract between
the parties dated June 21, 2024. Pursuant to the terms of the L etter 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. For avoidance
of doubt, any services provided or work performed pursuant to t he merged Letter Contract, and
prior to the date that this Agreement is effective, shall be governed by the terms and c ondition 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 Departme nt 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) and Article 8 of the Standard Contrac t Provisions (Architectural &
Engineering Services Contract).

Section 2.3. Relationship of Parties.
The Design-Builder accepts the relationship of trust and confid ence 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. Th e 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 an d cooperation 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 standa rd of care used by Design-Buil ders 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 da ta obtained throughout the
performance of the Project whether related to the Agreement, th e 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 court order, subpoena or other regulatory authority . The Design-Builder shall not be
divulged of confidential information without the individual’s and the Department’s written consent
and only in accordance with the District’s or Federal’s laws, c odes 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 safeg uard this information and
immediately notify the Department of any breach or suspected br each in the security of such
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information. The Design-Builder and all Subcontractors shall al low the Department to both
participate in the investigation of incidents and exercise control over decisions regarding external
reporting. The Design-Builder, Su bcontractors and their respect ive employees working on this
Project may be required to sign a confidentiality statement.

Section 2.5. Project Description.

The Project site, located at 1400 41 st Street, SE, Washington, DC 20020, consists of a two-story
concrete recreation building. The building contains a gymnasium, large multi-purpose room, small
recreation rooms, lunchroom, sta ff rooms, game room, bathrooms and locker rooms, storage,
mechanical and electrical rooms. The site is also the home of a playground, spray park, gazebo,
picnic and grilling areas, basketball court, tennis courts, and a baseball field.

The existing building information and zoning data are outlined below:
A. Square / Suffix / Lot: 5369 0807, PARCELS 201/204, 201/213, 201/214
B. Zoning District: R2, No Overlay District, No Historic District
C. Ward: 7 / 7B / 7B07
D. Lot Area: 205,515 SF (4.718 Acres)
E. Gross Floor Area:
a. Lower Level Existing: 9270 SF
b. Upper Level Existing: 6274 SF
c. Splash Pad Storage/Equipment Enclosure (Accessory Bldg): 210 SF
F. Use & Occupancy Classification: Mixed Use – Non-Separated Occupancies
G. Construction Type: IIB
H. Year Built: 1978

Project Sustainability Requirements

LEED and Green Construction Code Requirements: The Project shall be designed in such a way
to incorporate, at a minimum, LEED Silver principles. Evaluatio n will be required to determine if
the level of renovation qualifies for LEED certification; if the Project does qualify the District will
require the innovation LEED Pilot Credit – Integrative Process for Health Promotion
(https://www.usgbc.org/credits/new-construction-core-and-shell-schools-new-construction-retail-
new-construction-healthc-106), gr een roof credits through the D epartment of Energy and
Environment (“DOEE”) Stormwater Retention Credit program and RiverSmart Rooftops Rewards
and Rebate program), and Energy Star Certification. The Design- Builder will be responsible for
applying for and achieving Energy Star Certification and filing the DOEE Stormwater Retention
Credit and RiverSmart Rooftops registration forms. The Design-Builder shall also comply with the
recently adopted International Green Construction Code.

Net Zero Energy and Energy Consumption Requirements: The District is particularly interested
in Fort Davis Community Center becoming a Net Zero Energy build ing, and the Department
requires the Design-Builder to use net zero strategies in the b uilding’s design and to attain
certification through the International Living Future Institute’s (ILFI) Zero Energy Building
program.
The Project’s solar panels will be purchased, installed, and maintained through the Department by
entering into a separate solar power purchase agreement. The De sign-Builder shall conform to the
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DC Energy Conservation Code (DC ECC) Appendix Z, a voluntary appendix that sets the standard
for net-zero construction for commercial buildings within the District. Specifically, the Project shall
achieve an energy use intensity (“EUI”) of 26 units or less to meet the energy consumption goals of
the Project.

In coordination with DGS Sustainability and Energy Division, the Design-Builder shall monitor and
adjust the building’s energy systems for two years after commis sioning to ensure the annual EUI
score is maintained. The DGS Sustainability and Energy Manageme nt Division’s Solar Program
will provide solar technical assistance for designing the roof and other potential areas to solar-ready
standards. The Department contem plates entering into a solar ph otovoltaic (PV) power purchase
agreement in the future for Fort Davis Community Center through a separate contract with a solar
developer.

Design-Builder shall provide any and all design, permitting and construction including, but not
limited to, temporary utilities, public art installation, furniture, fixtures, equipment and coordination,
move-in logistical support for a fully functional turn-key Proj ect. The Project shall be complete,
operating, and ready for use on or before the Substantial Compl etion Date and within the Project
Budget.

The scope of work for the Project aims to meet the following goals:

1. Demolish the existing Fort Davis Recreation Center building.
2. Design & construct a new recreation center at Fort Davis to mee t the growing needs of the
population.
3. Provide enhancements to the existing exterior amenities at Fort Davis.
4. Enhance security around Fort Davis Recreation Center’s property.

Community Engagement
The Design-Builder will facilitate community meetings throughout every phase of the Project. The
goal of these meetings is to get community feedback on the desi gn process, update them on Project
milestones, provide Project logistics, and respond to concerns.

The frequency and proposed content for each community meeting is outlined in this Agreement.
Design and Specifications
As typical, the Design-Builder is required to create a complete design document and a specifications
manual for the Project. As a part of this project, the design-b uilder is to create, within that
specifications manual, a Division 1 that can be easily adapted to future DPR Modernization projects.
Demolition
Demolish the existing facility on the Fort Davis Campus and prep the site for the new facility. Provide
abatement services as required.
Existing to Remain
All existing exterior amenities are to remain. If field conditi ons do not allow for these
amenities to be kept in their existing location, provide altern ate locations within the site
boundary.

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The accessory building that houses the spray park equipment is to remain. The accessory
building must be incorporated into the overall design of the new facility.
New Facility
Design and construct a new commu nity center. The new facility s hall be of similar footprint and
location to the existing. The following are required to be included:
A. Gym that can accommodate a full-size adult basketball court and moveable bleachers. Include
locker rooms, a family changing room and bathrooms adjacent to the gym.
B. Large Multipurpose/Recreation Room
C. Small to Medium Multipurpose/Recreation Rooms
D. Tech Lounge
E. Staff Offices
F. Breakroom with Kitchenette
G. Commercial Kitchen of similar size to the current kitchen
H. Bathrooms – one facility must be accessible from the exterior of the building.
I. Mechanical and Electrical Rooms
J. Storage
As an alternate, implement resilient design standards into the Project.

Utilize community input to determine what other programmatic re quirements should be included.
Other program requirements include, but are not limited to, the following:
A. Dance Studio
B. Indoor Fitness Center
C. Gaming Room
D. Seniors Room
E. Incubator Kitchen
Interior Furnishings
Design, furnish and install furniture, fixtures, and equipment (“FF&E”) for interior spaces as
applicable and as directed by DGS . FF&E for all interior spaces should be included within
the Project budget.
Interior Signage
Design, furnish and install standard way-finding signage. The Design-Builder shall consider
all DGS and DPR Building Standards, standard graphics, and lang uage for interior
wayfinding signage.
Exterior Amenities
All exterior amenities are to remain. If field conditions do not allow for these amenities to be
kept in their existing location, provide alternate locations wi thin the site boundary. If
applicable, installation of any synthetic surface must comply with regulations set forth in D.C.
Code § 10-171.03.
Playground
Resurface the existing playground. Replace damaged equipment where necessary.
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Play Fields
Existing play field to remain. Replace damaged equipment where necessary. Repair fencing
where necessary.
Basketball & Tennis Courts
Resurface existing playground and basketball courts. Provide ne w goals and nets. Repair
fencing where necessary.

Confirm during community engagement if there is a want for additional courts.
Spray Park
Existing to remain. Assess life expectancy of existing surface and equipment. Replace
damaged equipment where necessary.
Picnic and Grilling Areas
Provide safe surface for grilling area. Replace damaged equipment where necessary.
Exterior Furnishings
Design, furnish and install benches, fencing, signage, trash ca ns, bike racks, drinking
fountains, and other exterior furnishings necessary to enhance the use of the existing exterior
amenities and as directed by DGS.
Exterior Signage
All exterior signage is to be replaced. Design, furnish, and in stall DPR standard signs that
reflect the language for Park Rules and notification of a Drug- Free Zone. Include facility
name signage at all entrances to the site.
Additional Exterior Amenities
Provide additional exterior amenities based on community feedback. Interior amenities, and
the enhancement of existing exterior amenities will take priority. Additional exterior amenity
inclusion will be assessed based on available funding. This includes, but is not limited to:
A. Regulation-Size Basketball Court;
B. Pickleball Court;
C. An Amphitheater;
D. Community Garden;
E. Skate-able Space; and
F. Walking Path.
Artwork
Furnish and install commissioned artwork as required by DGS/DPR . Selected artist/artwork shall
be local to the District of Columbia.

Within the Project budget, approximately $300,000 should be allocated for artwork. This includes
pieces for both interior and exterior exhibition.
Utilities
Design, furnish and install all utilities including, but not li mited to, electric, water, sewer, and
stormwater management.

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Stormwater Management is a top priority on the site due to exis ting issues, and the steep elevation
changes. Stormwater management should be designed as required b y the District Department of
Energy & Environment.
Security Requirements
Design, furnish and install security, low voltage, and communication requirements per DGS/DPR’s
guidelines. Site security includes, but is not limited to, security cameras, lighting, and fencing. The
Design-Builder shall prioritize secure access to the site from all directions. Coordinate with DGS
Protective Services Division (“PSD”) and OCTO.

The security system at Fort Davis was recently upgraded in 2023 . Utilize existing cameras
throughout the site when possible. Coordinate with PSD to remov e , s to re a n d re i n s ta l l a s mu c h
security equipment as possible.
DPR Requirements and Code Compliance
The Contractor shall follow al l DGS and DPR requirements, as we ll as comply with all current
applicable codes recently implemented and/or adopted by Washing ton, DC, including but not
limited to the 2017 District of Columbia Building Code Amendmen t s ( D C M R 1 2 A ) , t h e 2 0 1 7
District of Columbia Electrical Code (DCMR 12C), the 2017 Distr ict of Columbia Fuel Gas Code
(DCMR 12D), the 2017 District of Columbia Mechanical Code (DCMR 12E), the 2017 District of
Columbia Plumbing Code (DCMR 12F), the 2017 District of Columbi a Fire Code (DCMR 12H),
2017 DC Energy Conservation Code (DCMR 12I), 2017 DC Existing Building Code (DCMR 12J),
and the 2017 District of Columbia Green Construction Code (DCMR 12K). The Contractor shall
also follow all applicable State and Federal laws, codes, and regulations.
Americans with Disabilities Act
The existing conditions are cumbersome for those with disabilit ies. Of particular concern are the
circuitous pathways around the site. The Design-Builder shall prioritize finding an alternate solution
for those with disabilities to access the site.

The Design-Builder shall meet 2010 ADA standards and the requirements of the Office of Disability
Rights. The work must comply with current accessibility guideli nes and criteria; American
Disabilities Act/American Disabilities Act Accessibility Guidelines (ADA/ADAAG), International
Building Code IBC 2012, Local/State Codes, 504 Rehabilitation A ct of 1973, Title 2 of the ADA
Act.

Section 2.6. Program Manager.
The Department has engaged a Pr ogram Manager to provide certain program management
functions. Such Program Manager shall, at all times, be acting s o l e l y f o r t h e b e n e f i t o f t h e
Department, not the Design-Builde r. The Design-Builder hereby a cknowledges and agrees that
only a duly authorized and designa ted Contracting Officer shall have the authority to direct the
Contractor to start the Project or to issue change orders, contract modifications, or change directives
on the Department’s behalf.. The Project Manager and Contractin g Officer’s Technical
Representative shall not have the authority to modify any of th e rights and obligations of the
Department or the Contractor pursuant to the proposed Contract, or to issue change orders, contract
modifications, or change directiv es. As of the date that this A greement is executed, the
Department’s duly authorizing Contracting Officer(s) is/are set forth in Exhibit I.
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Section 2.7. General Description of Design-Builder’s Duties and Responsibilities.

Generally, the Design-Builder’s r esponsibilities shall include, but will not be l i m i t e d t o , t h e
following:

a. To conduct engagement sessions with DPR/DGS and the Community t o understand, detail,
and solicit feedback on the requirements for the Project.
b. To confirm the design and construction of the Project in accord a n c e w i t h t h e R F P
Documents.
c. To provide all design services 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, traffic engineering, en velope consultants and historic
preservation, furniture and desi gn services as required for the Project; construction
management services inclusive of budgeting, value engineering ( “Value Engineering”),
scheduling, Project phasing, Proj ect administration, management and coordination of
subcontractors.
d. To conduct subsurface investigation work if and as required for the Project.
e. To furnish and provide all materials, management, personnel, equipment, hazardous material
abatement, supervision, labor and other services necessary to complete the Project.
f. To provide the necessary design, consultants and documentation for all permitting, zoning,
historic preservation and US Commission of Fine Arts approvals.
g. To provide move coordination and logistics support for the Project.

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 supe rvision, and shall bear all items of
expense, necessary to complete and satisfactorily perform this Agreement, except such items that
the Department, in this Agreem ent, specifically agrees to suppl y or furnish to or for the use of
Design-Builder. Any labor, materi als, equipment, tools, service s 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 Design-Builder at Design-Builder’s sole expense.

The Design-Builder will be required to work with the Department and DPR through a collaborative
design process to advance the pr ogrammatic needs to a fully rea lized Project in accordance with
the available Project Budget. The Design-Builder will be requi red to engage in extensive
preconstruction efforts to ensure that the design is developed in a manner consistent with the
Department’s goals for the Project (e.g., programmatic, budgeta ry, schedule and quality); and to
develop a comprehensive Project phasing.

The Design-Builder will also be required to provide logistics s upport, plan to solicit competitive
trade bids for the construction work, including all required in spections for material testing, code
inspections, and industrial hygienist and to develop an accepta ble GMP 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-Build er will be required to provide a
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“turn-key” Project ready for its intended use and shall be responsible for all items of cost except for
those items set forth in Section 9.7 of this Agreement.
Section 2.8. Warranties and Representations

a. All disclosures, representations, warranties, and certifications the Design-Builder
makes in its proposal in response to the RFP shall remain bindi ng and in effect
throughout the term of the Agreement. The Design-Builder reaffi rms that all
such disclosures, representations, warranties, and certificatio ns are true and
correct.

b. 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 co nstruction or
design experience and qualifications, claims or litigation hist ory or financial
condition, is materially inaccurate, that shall constitute a ma terial breach of the
Agreement, entitling the Department to any and all available re medies.

c. The terms and conditions of this Section 2.8 shall apply during both the Design &
Preconstruction and Construction Phases.

Section 2.9. Responsi bility for Agents and Contractors.

At all times and during both the Design & Preconstruction and C onstruction Phases, the Design-
Builder shall be responsible to the Department for any and all acts and omissions of the Design-
Builder’s agents, employees, Su bcontractors including modular b uilding
supplier/manufacturer/installer, Sub-Subcontractors, material s uppliers, and laborers, and the
agents and employees of the Subcontractors, Sub-Subcontracto rs, material suppliers, and
laborers performing or supplying Work in connection with the Project.
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Article 3 DESIGN-BUILDER’S DESIGN & PRECONSTRUCTION SERVICES

Section 3.1. Preconstr uction Services.
During the Design and Preconstruction Phase, the Design-Builde r, in consultation with the
Department, shall (i) develop conceptual plan and cost estimate s; (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 the 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 an d schedule; (vi) review existing
condition assessment and recommendation; (vii) obtain all neces sary building permits to support
the Project Schedule, and (viii) develop specifications manual with a Division 1 that can be
adaptable to future DPR Project. Without limiting the generali ty 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 consultati on with the Client Agency, the
Department, and its Project Manager; (ii) obtain bids from trade subcontractors to perform the work
described in the Design Development Documents and provide bid t abulations 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) ent er into a GMP for the Project.
Throughout the Design & Preconstruction Phase, the Design-Build er shall schedule and attend
regular meetings with the Department, the Program Manager, and the Design-Builder’s Architect.
A list of preconstruction deliverables is set forth in Exhibit C .

Section 3.1.1 Initial Deliverables

The Design-Builder’s initial task will be to perform a feasibility study with a design narrative to
a complete schematic design, develop a phasing plan and budget for the Project. As part of this
effort, the Design-Builder shall prepare and provide the following initial deliverables:

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 adjust ments to the Baseline
Schedule as may be reasonably requested by the Department. The Baseline Schedule shall
be prepared in a Critical Path Method (“CPM”) in a sufficient l evel of detail to permit the
Department and the Design-Builder and any other affected partie s to properly plan the
Project. The Baseline Schedule shall include but not be limite d to the following key
milestones:
a) Building Systems Assessment Submission (within 14 days of NTP).
b) Construction Management Plan Submission (within 14 days of NTP).
c) Concept Design Submission (within 12 weeks of NTP).
d) Concept Design Department review period (14 days).
e) Early Start Agreement(s) Submission Date(s).
f) Schematic Design Submission.
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g) Schematic Design Department review period (14 days).
h) Design Development Submission.
i) Design Development Department review period (21 days).
j) GMP Submission Date.
k) Construction Document Submission.
l) Permit Submission(s).
m) Anticipated Permit approval(s).
n) Release dates for the key subcontractors and long-lead material s, include the
following, if applicable:
a. Switchgear;
b. Transformer;
c. Generator;
d. Security cameras;
e. Door hardware;
f. Playground equipment;
g. Furniture; and
h. Windows, storefront, and curtainwall.
o) Excavation completion.
p) Below-grade structure completion.
q) Above-grade structure completion.
r) O&M final submission (required 6 months before Substantial Completion).
s) Temporary weather-tight completion.
t) Weather-tight completion.
u) Permanent power completion.
v) MEP systems operational.
w) Sitework completion.
x) Building trade inspections, include the following trades:
a. Plumbing;
b. Mechanical;
c. Electrical;
d. Fire Alarm; and
e. Sprinkler.
y) Final building inspection.
z) DOB COO application review period (10 days).
aa) Conditional or Final Certificate of Occupancy obtained.
bb) Staff Move-in.

The Baseline Schedule shall include durations and logic ties for those building systems that
the Design-Builder is recommendin g for replacement. The Baselin e Schedule must also be
submitted in Primavera 6 nativ e format and shall be updated by the Design-Builder, at a
minimum, on a monthly basis.

Section 3.1.1.2 Concept Design. No later than twelve (12) week s after the Preconstruction
NTP, the Design-Builder shall prepare and submit a proposed con cept design for the DPR
program outlined in per the completed feasibility study. As part of the concept design phase,
the Department requests 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
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design. The design submittal shall specifically identify any deviations from the DPR Program
Specifications and shall explain the rationale and cost implica t i o n s a s s o c i a t e d w i t h s u c h
deviation. The Department shall have the right to disapprove th e concept design submittal
for any reason. Following review of the concept design submissi ons by DPR and the
Department, the Department shall approve a final concept design. The Design-Builder shall
revise the concept design submis sion as necessary to incorporat e comments, feedback and
other direction provided by DPR 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.

Section 3.1.1.3 Preliminary Budget Estimate. Concurrently with th e 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 tha t identifies the key building s ystems 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 in 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 Pro ject 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 Construction Management Plan. The Design-Builder shall submit a draft
of its construction management and Project phasing plan (“Construction Management Plan”)
within fourteen (14) days after the Preconstruction NTP is iss ued to include, but is not
limited to, noise control, hours for construction and deliveries, truck routes, trash and debris
removal plan, traffic and parkin g control, communications proce dures, emergency
procedures, quality control procedures, dust control, publ ic street cleaning and repair,
planned occupancy of public ways, erosion control, tree protec tion plan, vibration
monitoring, existing and adjacent building surveys plan, temporary fire protection measures,
Project signage, pest control, construction staging plan, and construction logistics
plan.

Section 3.1.1.5 Additional Preconstruction Services. In addition to those items enumerated
above, the Design-Builder shall provide such preconstruction se rvices as are necessary to
properly advance the Project. These services shall include, but are not limited to, scheduling,
estimating, shop-drawings, the or dering of long-lead materials, condition assessments,
conservator studies, archeological studies, recommended testing , additional geotechnical
testing, and monitoring of historic assets.

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 preconstruc tion support services to minimize the potential for cost
overruns, schedule delays or the need for extensive Value Engin eering/re-design late in the
Project and that the deliverables required under Section 3.1.1 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 3.1.1 (and unless such failure is the result of any event of Force M ajeure), the
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Design-Builder shall be subject to a disincentive fee in an amount of Five Thousand Dollars
($5,000) plus Five Hundred Dollars ($500) per day after receivi ng written notice from the
Contracting Officer of failure to submit such deliverables.

Section 3.2 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 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 the 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 an d schedule; (vi) review existing
condition assessment and recommendation; (vii) obtain all necessary building permits to support the
Project Schedule, and (viii) develop specifications manual with a Division 1 that can be adaptable
to future DPR Project. Without limiting the generality of the foregoing, during the Preconstruction
Phase, the Design-Builder shall: (i) work with its Architect an d any design consultants to advance
the design for the Project in consultation with the Client Agen cy, the Department, and its Project
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 identifyin g 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 at tend regular meetings with the
Department, the Program Manager, and the Design-Builder’s Architect.

Between the time of issuance of the Preconstruction NTP 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 Departme nt’s budget and programmatic
requirements, as the same were 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 3.2.1 Schematic Design. The Design-Builder shall prepare a schematic design for the
Project that is a logical devel opment of the app roved concept design and is consistent with the
Department’s schedule, budget and programmatic requirements. T he schematic design shall
contain at least the level of detail contemplated in industry best practices for a schematic design.
The design submittal shall specifically identify any deviations from the approved concept design
and shall explain the rationale, cost, and time implications as sociated 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 selecte d a t t h e s c h e m a t i c d e s i g n
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 DPR and the Department, the De sign-Builder shall make revisi ons to the schematic design
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submission as necessary to incorporate comments, feedback, and other direction provided by
DPR 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.

Section 3.2.2 Schematic Budget Update. Concurrent with submission of the schematic design,
the Design-Builder shall submit a budget update. The budget upd ate shall be submitted in the
same format as the preliminary budget estimate and shall show v ariations from preliminary
budget estimate. 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). To the
extent the budget update shows an overrun from the approved bud get, the Design-Builder shall
submit value engineering (not scope reductions, but true value engineering that allows the design
to meet all Project requirements within budget) suggestions tha t would return the Project to
budget. Only the Department shall have the authority to increas e the Project budget, and absent
such direction, the Design-Builder shall proceed on the assumpt ion that the budget remains as
originally directed by the Department.

Section 3.2.3 Constructability/Sole Source/Long-Lead Time Memorandum.
Concurrently with the Schematic Design Budget Estimate, the Des ign-Builder shall prepare a
memorandum identifying key construction concerns related to the Project. Such memorandum
shall: (i) assess the constructa bility issues related to the Pr oject, including site logistics; (ii)
identify any items where the design is predicated on a single manufacturer and, if so, identify at
least two (2) compar able products; and (i ii) identify any long- lead delivery items that could
adversely affect the schedule contemplated in this RFP. To the extent any such long-lead items
are identified, the memorandum shall make recommendations for addressing such items.

Section 3.2.3.1 Early Start Work & Long Lead Materials
The Department may release the Design-Builder to commence Early Start Work including
but not limited to hazardous material abatement, interior demolition, geothermal, below grade
work, utility work, or other early activities, as applicable. It is envisioned that this work may
be released by the Department in advance of the GMP.

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 recommendat ion as to the requested
release date. Any decision to authorize an early start shall be made by the Department in its
sole and absolute discretion.

Section 3.2.4 Design Development. The Design-Builder shall prepare a set of Design
Development Documents that is a logical development of the appr oved 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 detai l contemplated in industry best
practices for Design Development Documents. The design submitta l shall specifically identify
any deviations from the approved schematic design and shall exp lain 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 Proj ect savings (even if the
Project is not over budget). The Design-Builder shall provide m aintenance and repair cost
services, 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,
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and a list of other relevant life cycle costs. The Design-Build er shall further refine and expand
upon the Maintenance and Operations Plan that was submitted in the schematic submission under
Section 3.2.1 . The Department shall have th e right to disapprove the Design Development
Documents submittal for any reason.

Section 3.2.5 Permits. The Design-Builder shall be responsible for preparing and submitting all
of the required permit applications that are necessary to compl ete the Project. The Design-
Builder shall develop a list of the required permits and shall track the progress of all such 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-Builde r shall engage such permit
expediters as the Design-Builder deems necessary or appropriate in light of the Project’s
schedule. The Design-Builder shall participate in DOB’s Velocit y accelerated plan reviews and
permit approval program as part of the permit allowance included in this agreement. The Design-
Builder shall provide the resources necessary to support these requirements.

Section 3.2.6 Entitlements. The Design-Builder shall prepare, as part of the design and p re-
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) Of fice of Planning (“OP”), and ( iii) the Commission of Fine Arts
(“CFA”).

Section 3.2.7 Mid-Point Construction Document Review. Based on the approved Design
Development Documents and any approved value engineering, the D esign-Builder shall
cause the Architect to prepare a set of Construction Documents. It is contemplated that
the Construction Documents may be issued in several different sets (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 3.2.8 Construction 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 this Section 3.2.8 for such package.
The Design-Builder shall issue one or more set of permit docume nts to the Department for its
review and approval (“Permit Set”). With regard to each such se t, 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, fun ctionality or pe rformance. The
Department shall have the right to disapprove the Construction Documents for any reason. If the
Department disapproves the Construction Documents, the Design-Builder will not be entitled to
any additional compensa tion. If, however, the Department disapp roves a Construction
Document that is a logical extension of the approved Design Dev elopment 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 (“Drawin gs and Specifications”) and
without any entitlement to an increase in the GMP or an adjustment of the Project Schedule.
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Section 3.2.9 Code Review. The Design-Builder shall submit the Permit Set to the DOB in
order to obtain the necessary building permits to construct the Project. The Design-Builder shall
monitor the permit process and sh all incorporate any changes or adjustments required by the
Code Official. The Design-Builder shall also issue any such cha nges 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 performance. Subs equent to obtaining the nece ssary building permits, the
Design-Builder shall prepare one or more sets of “issued for construction documents” (the “IFC
Set(s)”).

Section 3.2.10 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 th e impact, if any, such departure
shall have on the Project’s aesthetics, functionality or performance. In the event the Department
does not approve such document within ten (10) business days af ter 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.

Section 3.2.11 Third Party Contractors. The Department will hire third party contractors
for plan review and for testing and material inspections. The D esign-Builder shall coordinate
and work with the Project Manager and third party plan reviewer during the building permit
process.

Section 3.2.12 Final Maintenance and Operations Plan. The Design-Builder shall submit, for
the Department’s review, a final Maintenance and Operations Pla n. The Maintenance and
Operations Plan shall be based on the final IFC Set(s). The app roved Maintenance and
Operations Plan shall form the b asis of the Design-Builder’s ma intenance of the building
following Substantial Completion.

Section 3.3 Building Information Modeling. Building Information Modeling (“BIM”),
Exhibit U, is required to be used throughout the facility lifecycle, including all Project phases from
Project planning and concept design through construction, as-bu ilts, and into facilities
management. The Design-Builder must work collaboratively with a ll Project stakeholders. It is
expected by the Department that all the Design-Builder’s team m embers are to be committed to
the use of BIM in the Project, share their ideas of BIM expertise with the Design-Builder’s team,
provide BIM data as requested by other stakeholders, look for c ost 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.
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Article 4 FORMATION OF GMP PROPOSAL

Section 4.1. General.
During the Design & Preconstruction Phase, the Design-Builder s hall cause the Architect to
prepare the GMP Basis Documents. Based upon the GMP Basis Docum ents, 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 understa nds that the GMP Basis
Documents will be incomplete at the time it submits its GMP Pro posal. Although complete
construction documents will not be available and many details w ill not be shown on GMP Basis
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 of fer for the Final Completion of
the Project. If the Design-Builder’s GMP Proposal is acceptable to the Department, it shall
be memorialized in form of an ame ndment 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 f or the Final Completion of the
Project; and (ii) contains sufficient amounts to provide and construct any items or facilities that are
not contained in the GMP Basis Documents but which are necessar y 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, includi ng, without limitation, aspects of
the Work that are not shown on the GMP Basis Documents but whic h are a logical development
of the design intent reflected in the GMP Basis Documents, for an amount not to exceed the
GMP.

Section 4.2. Review of GMP Basis Documents.
The Department has selected the D esign-Builder, in large part, because of its special expertise
in constructing similar projects. Before submitting its GMP, th e Design-Builder shall review the
GMP Basis Documents for accurac y, constructability and complete ness 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 Documents could have been
identified by such review by a competent Design-Builder, such d eficiencies 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 b e 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 a rising from or as a result of
deficiencies in the GMP Basis 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 item s as emergencies, unforeseeable
changes in market conditions for materials or labor, or subsurface, soils or site conditions that were
neither known nor reasonably disc overable as of the effective d ate of the Agreement (the
“Contingency”). During the Construction Phase, the Design-Build er shall keep the Program
Manager informed as to the statu s of the Contingency and shall, at a minimum: (i) advise the
Page 26 | 113
Program Manager or any significant draws upon the Contingency i n a timely manner; and (ii)
provide the Program Manager with running status of the Continge ncy balance at least once every
two (2) weeks.

Section 4.4. Trade Bids.

Section 4.4.1. Subcon tractors and Suppliers; Bidding Procedures . During the Design
& Preconstruction Phase, the Design-Builder shall seek to devel op subcontractor interest
in the Project. Within fifteen (15) days after the completion o f the schematic design, the
Design-Builder shall provide to th e Department for its review a nd approval a written
submission on the proposed bidding procedures. Such procedures shall include: (i) a list
of proposed trades packages; (ii) a list of trade subcontractor s that will be invited to bid
on each such package; and (iii) a n arrative description of the process. At least three (3)
potential subcontractors shall be identified for each trade pac kage. In addition to the
information normally required in such bids, the Design-Builder shall also require
subcontractors to provide an est imate of the percentage of labo r hours performed in
completing the subcontracted work that will be performed by Dis trict residents. A copy
of this deliverable must be submitted to both the COTR 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 pr ocess in accordance
with the approved bidding proced ures 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, 000.00). Trade
packages shall not be parceled, split or divided to avoid the $ 100,000.00 thresh old. 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 which 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 bid ders at any pre-bid
meetings, bidders’ compliance with bid requirements, all bids r eceived, the Design
Builder’s evaluations of all bids, and the basis for the Design-Builder’s recommendation as
to which bidders should be chose n. The Department shall be affo rded 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 t abular format that compares the
bids received and any other rele vant information (i.e. exclusio ns, past performance
Page 27 | 113
history, etc.). The bid tabulat ion shall include scope assessme nts and identify 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 price and other in formation. 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 bi d tabs so submitted shall
fairly represent the results of the subcontractor bidding proce ss 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 prep are 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 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 Architect to implement and price any approved value engineering strategies.

Section 4.6. Basis of Guaranteed Maximum Price.
The Design-Builder shall include with the GMP Proposal a writte n statement of its basis,
which shall include:

Section 4.6.1. GMP Basis Documents which shall include a list of the Drawings and
Specifications, including all addenda thereto, and General, Sup plementary
and other Conditions which were used in preparation of the GMP Proposal
and on which the GMP is based.
Section 4.6.2. A list of Unit Prices and Allowance Items and a statement of th eir basis;
provided, however, that only such allowances as are agreed to b y the
Department shall be included.
Section 4.6.3. A list of the clarifications and assumptions made by the Design Builder in
the preparation of the GMP Proposal to supplement the informati on
contained in the Drawings and Specifications, noting in particu lar any
exclusions. The assumptions and clarifications shall take prece dence over
the Drawings and Specifications. The Design-Builder shall prepa re a
separate memorandum that highlights any differences between the t h e n
approved drawings and the modifications made in the assumptions a n d
clarifications. Such memorandum shall specifically address any changes in
the Project’s aesthetics, functionality or performance.
Section 4.6.4. The proposed GMP, including a statement of the detailed cost es timate
organized by trade categories, allowances, Contingency, and oth er items
and the fee that comprise the GMP.
Section 4.6.5. 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.
Section 4.6.6. A subcontracting plan setting forth the names and estimated dollar volume
of the work that will be perform by local, small, and disadvantaged business
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enterprises, as certified by the Department of Small and Local Business
Development, upon which the GMP is based.
Section 4.6.7. A summary of Capital Cost vs Operating Cost Eligibility.
Section 4.6.8. A list of additive alternates or deductive alternates with defined executable
dates, if any.
Section 4.6.9. GMP and any Council Package cost estimate summary shall be brok en
down into three categories as app licable: New Construction, Ren ovation
and Sitework.
Section 4.6.10. Each MP 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
i. The Design-Builder’s Contingency shall be utilized to compen sate for the
increased Cost of the Work incurred by the Design-Builder due t o
unforeseen circumstances relati ng to construction of that Proje ct which
resulted in an unavoidable increase in costs, except when deeme d the
responsibility of the Department in accordance with this Contra ct. If the
Design-Builder fails to include all of the required scope of wo rk 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 Cont ingency 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 w riting by
the Department’s Contracting Officer and becomes a Change Order. If the
Design-Builder’s Contingency reach es zero, any cost overruns or 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 award ed, including
any self-performed work, the Depa rtment may require the Design- Builder
to reduce the Design-Builder’s C ontingency to an amount as agre ed 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 Mod ification
and the Design-Builder shall have no entitlement to the balance.

B. Owner contingency/Allowance(s)
i. The Department retains the right to increase the GMP in lieu of charging
any cost to the Owner contingency. Any unused Contingency, whet her
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Department Contingency or the Design-Builder Contingency, shall b e
reconciled to a zero balance via a Contract Modification upon F inal
Completion.
ii. When the Design-Builder propo ses to use the Owner contingen cy, the
Design-Builder shall prepare an RCO, identifying the amount sought to be
charged to the Owner contingency, the reasons why the amount sh ould be
charged to that Contingency and demonstrating to the satisfacti on 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 Con tingency costs whenever possib le.
Before payment or as part of an audit, the Design-Builder and t he
Department shall have authority to verify the actual costs incurred. No costs
may be charged to the Owner contingency until the RCO is approv ed in
writing by the Department and becomes a Change Order.
iii. The Owner contingency shall be an amount, determined by th e 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 Contra ct
Modification or to other increase s in the Cost of the Work whic h the
Department determines, in its sole discretion, is its responsib ility. The
Department may increase, decrease or eliminate the Owner contin gency 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 discov ers 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 Accep tance of GMP Proposal.
The Department and the Design-Builder shall meet to negotiate t he terms of the GMP Proposal.
If the GMP Proposal is acceptable to the Department, the Depart ment 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. In the event that the Department and the Des ign-Builder are unable to agree
upon the GMP or the schedule for the Project, the Department sh all have the right to terminate
the Agreement and assume any trade subcontracts held by the Des ign-Builder. In such an event,
the Design-Builder shall only be entitled to Fifty percent (50% ) of the Preconstruction Fee.

Section 4.9. GMP Amendment.
In the event 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 documents and in formation developed through the
date of termination to retain a new contractor to complete the Project.

Section 4.10. Assignment Upon Failure to Reach GMP.
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In the event that the Department and the Design-Builder are una ble to agree upon a GMP, the
Department shall have the right to terminate this Agreement, an d if requested by the Department,
the Design-Builder shall assign any trade Subcontracts and its agreement with the Architect to
the Department upon such terms and conditions and at the time r equested by the Department.
In such event, the Design-Build er shall only be entitled to ear n 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 Docum ents 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 laws, statutes, building codes and regulations to the best of
Design-Builder’s knowledge, and otherwise to fulfill all its ob ligations 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 same, and, has
carefully examined all drawings and specifications provided to it.

Section 4.12 Early Release/Abatement & Demolition

Section 4.12.1 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 acti vities, as applicable. It is
envisioned that this work may be released in advance of the GMP .

Section 4.12.2 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 Pr oject schedule, it shall advise
the Department and make a recommendation as to the requested re lease date. Any decision
to authorize an early release sh all be made by the Department i n its sole and absolute
discretion.

Section 4.13 Unsafe Materials and Hazardous Materials

Section 4.13.1 The Design-Builder shall not bring, spill or release onto the s ite asbestos,
PCBs, or any other Hazardous Material that is not customarily u sed in a facility of
the type and similar to the Proj ect, and shall bring to the Dep artment’s attention any
specification of such Hazardous Materials in the design documen ts. If the Design Builder
believes that anything in the Agreement would require that it u se or bring onto the site
asbestos, PCBs, or any Hazardous Material that is not customari ly used in a facility of the
type and similar to the Project, it shall immediately inform th e Department and seek
direction before proceeding.

Section 4.13.2 The Design-Builder shall abate and remove Hazardous Materials o n or
within the site as necessary to complete the Work contemplated by this Agreement. The
Design-Builder shall comply with all laws, including, without l imitation, the requirements
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of the EPA and all jurisdictional agencies as well as all laws relating to safety, health
welfare, and protection of the environment, in removing, treati ng, encapsulating,
passivating, and/or disposing of Hazardous

Materials, including, but not lim ited to, removal, treatment, e ncapsulation, passivation,
and/or disposal of the Hazardous Materials. If any notices to g overnmental authorities are
required, the Design Builder shall also give those notices at t he appropriate times. The
Design-Builder shall ensure abatement subcontractors and dispos al sites are appropriately
licensed and qualified.

Section 4.13.3 The Design-Builder shall be entitled to submit a Change Request i n
accordance with Article 4 of the Standard Contract Provisions i n the event the Design
Builder encounters Hazardous Materials beyond those contemplate d in the Contract
Documents.

Section 4.13.4 The Design-Builder shall keep detailed records documenting Work done so
that the Department may independently verify compliance with al l laws, the number of
units actually removed, treated, and/or disposed of, and the ap propriate unit price(s)
applicable to the Work.
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Article 5 CONSTRUCTION PHASE
Section 5.1. General.
Based on the approved plans and specifications, the Design-Builder shall construct the Project. 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, materials, i nsurance, bonds and equipment ne cessary to fully complete the Project
in accordance with the drawings, specifications, schedule and b udget 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.

The construction phase services shall include, but are not necessarily limited to:

a. Manage all aspects of the construction of the Project.
b. Manage weekly progress meetings. Progress meetings include site visits from design consultants
with field reports reviewed on a monthly basis.
c. Provide completed Quality Control checklists for implementation of the Project.
d. Review and process shop drawing submissions, RFI’s, 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 Design-
Builder’s red line drawings and/or coordinated set developed du ring the subcontractor
coordination process. As-Built Drawings should be transmitted to DGS in hard copy, PDF, CAD,
and BIM formats.

The Work shall be accomplished in accordance with the following:

Section 5.1.1 Drawings & Specifications. All of the Work shall be constructed in strict
compliance and in accordance with the final Construction Docume nts issued for and
approved by the Department.

Section 5.1.2 Compliance with Other Requirements. In performing the Work, the
Design- Builder and its subcontractors shall comply with all of the applicable provisions of
the Standard Contract Provisions and the requirements set forth i n Section 5.12 ( S i t e
Safety), Section 5.13.1 (Workhours; Coordination with DPR and the Community), and
Section 5.17.2 (Quality Control Plan) of this Contract.

Section 5.1.3 Site Office(s) . Throughout the Work, the Desi gn-Builder shall provide and
maintain a fully equipped construction office on the Project site. The Design-Builder shall,
at all times, provide a space in their site office for DGS staf f assigned to the Project. The
costs for these Site Office(s) shall be included as part of the Design-Builder’s general
conditions cost. The site office shall include at a minimum, working space for two (2) DGS
staff members, a restroom, internet access, electricity, and climate control.

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Section 5.1.4 Supervision. Throughout the Work, the construction office shall be managed
by personnel competent to oversee the Work at all times while c onstruction is underway.
Such personnel shall maintain full-time, on-site construction supervision and provide daily
inspections, quality control, m onitoring, coordination of vario us trades, record drawings,
and daily work log.

Section 5.1.5 Weekly Progress Meetings. Throughout the Work, the Design-Builder shall
conduct weekly progress meetings following the Design-Builder’s generated agenda with
the Department’s PM and key trad e subcontractors. The Design-Bu ilder shall draft and
circulate the meeting minutes on a weekly basis.

Section 5.1.6 Move-in Assistance. The Design-Builder shall assist DPR in relocating
FF&E, as applicable. The GMP shall include an allowance and Sco pe of Work for these
activities.

Section 5.1.7 Delay Liquidated Damages. In addition to the liquidated damages provided
for in Section 2.2.1.8 relating to deliverables, if the Scope of Work is not substant ially
complete by the Substantial Completion Date, the Design-Builder s h a l l b e s u b j e c t t o
liquidated damages in an amount of Five Hundred Dollars ($500) per day. 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.

Section 5.1.8 Salvage Value 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 5.1.9 Protection of Existing Elements. The Design-Builder shall protect all
existing features, public utilities, and other existing structu res during construction. The
Design- Builder shall protect exi sting, site improvements, tree s, and shrubs from damage
during construction. Protection ex tends 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.

Section 5.1.10 Building Information Modeling. Building Information Modeling (“BIM”),
Attachment V is required to be used throughout the facility lif ecycle, including all Project
phases from Project planning and concept design through constru ction, as-builts, and into
facilities management. The Design-Builder must work collaborati vely with all Project
stakeholders. It is expected by the Department that all the Design-Builder’s team members
are to be committed to the use of BIM in the Project, share their ideas of BIM expertise with
the Design-Builder’s team, provide BIM data as requested by oth er stakeholders, 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
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model.

Section 5.2 Unrenovated Portions of the Structure.

In constructing the Project, the Design-Builder shall ensure th at unrenovated portions of existing
structures, if any, including, but not limited to, the mechanical, plumbing, electrical systems and other
building systems are not advers ely affected. All unrenovated p ortions 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 leve l 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 5.3 Subcontracting and Administration

Section 5.3.1 It is contemplated that all or substantially all of the constru ction of the
Project will be carried out by tr ade Subcontractors and that th ose trade
subcontracts will be awarded through the competitive bid proces s
contemplated in Section 4.4. The Design-Builder shall enter int o a written
agreement with each subcontractor. The trade subcontractors wil l be under
written contract with the Design-Builder. All subcontracts and agreements
for the supply of equipment or m aterials awarded for the Projec t shall be
fixed-price contracts unless otherwise expressly authorized by the
Department, in writing. It is understood and agreed, however, t hat certain
trade packages (such as the mechanical and electrical packages) may be
awarded on a design- assist or design-build basis and that such t r a d e
packages may be awarded on such other basis subject to the Depa rtment’s
consent as to the bidding procedures and economic structure wit h regard to
those packages. The Design-Buil der and its affiliates may not c arry out
trade work with its own forces w ithout the Department's written
permission, which permission may be withheld or conditioned by the
Department in its sole and absolute judgment.

Section 5.3.2 In addition to the open book report ing requirements set forth i n 5.10, the
Design-Builder shall provide to the Department a copy of all qu otes or
proposals submitted by potential subcontractors.

Section 5.3.3 The Design-Builder shall develop a purchasing strategy to addre ss the
expedited schedule and conditions of this Project and shall inc lude
appropriate provisions in the subcontracts to minimize the cost impact
associated with such conditions. Such strategies may include, b ut are not
limited to (i) obtaining from subcontractors unit price quotes for typical
coordination items; (ii) setting aside allowances for coordinat ion work;
and (iii) such other techniques as may be employed by the Desig n-Builder.
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Section 5.3.4 The Design-Builder shall carefully document its procedures for making
available bid packages to potential bidders, the contents of ea ch bid
package, discussions with bidders at any pre-bid meetings, bidd ers’
compliance with bid requirements, all bids 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 a fforded
access to all such records at all reasonable times so that, amo ng other
things, it may independently conf irm the Design-Builder’s adherence to all
requirements set forth

in the Agreement including, with out limitation, affirmative act ion
requirements and subcontracting requirements.

Section 5.3.5 The Department may, in its sole discretion, reject any or all b ids 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-B uilder to
accept a bid from a qualified bidder other than the bidder to w hom the
Design-Builder recommends award of a subcontract or supply agre ement.
If the Department chooses this option, it shall issue a Change Order to
the Design-Builder for any difference between the cost of the s ubcontract
or supply agreement awarded and the bid price of the Subcontrac tor 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. T he
Department may elect to review the form of any subcontract or a greement
with a material supplier to insur e that such contract incorpora tes the
contractual provisions required by this Agreement.

Section 5.3.8 The Design-Builder must contract for 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 wri tten
subcontracts or, for contracts requiring provision of materials or equipment
only, and not labor, via written supply agreements. All subcont racts and
supply agreements shall incl ude 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;
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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 cl aim, or otherwise, except as ma y be
permitted by any applicable mechanic’s lien law;

Section 5.3.8.3 that the Department is a third-party beneficiary of the subcontract or
supply agreement, entitled to e nforce any rights thereunder for its
benefit;

Section 5.3.8.4 that the Subcontractor or supplie r consents to assignment of it s
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 wit h 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 c ost-
plus basis, or with respect to claims that it has asserted on a time
and materials or cost-plus bas is, 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;

Section 5.3.8.7 that the Subcontractor shall obtain and maintain, throughout th e
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 convenienc e,
the Design-Builder may similarly terminate the subcontract or
supply agreement for convenience, upon seven (7) days’ written
notice to the Subcontractor or supplier, and that the Subcontra ctor
or supplier shall, in such a cas e, be entitled only to the cost s set
forth in Article 6 of the S tandard Contract Provisions;

Section 5.3.8.9 that the Department shall have the right to enter into a contra ct
with the Subcontractor or supplier for the same

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price as its subcontract or supply agreement price less amount s
already paid, if the Design-Bu ilder 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 pay ment
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 promptl y
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 timely fashion;

Section 5.3.8.12 a provision requiring that all S ubcontractors at all tiers comp ly
with the provisions of Article 13 (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 Subcont ractors; provided, further,
however, that nothing in this pr ovision shall be deemed to excuse
the Design-Builder from using its best efforts to a chieve
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 th e
Department that includes amounts attributable to Work performed o r
materials or equipment supplied by a Subcontractor or supplier, the

Design-Builder shall either pay the Subcontractor or supplier f or its
proportionate share of the amount paid to the Design-Builder fo r the
Subcontractor’s or supplier’s Work or materials or equipment, o r notify
the Department and the Subcontractor or supplier, in writing, of the Design-
Builder’s intention to withhold al l or part of the payment and state the
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reason for the withholding. All monies paid to the Design-Build er under
the Agreement shall be used first to pay amounts due to Subcont ractors or
suppliers supplying labor or mat erials for the Project and only money
remaining after such payments are made may be used for other it ems such
as the Design Build Fee. Monies paid by joint check shall be de emed to
have been paid fully to the Subcontractor or supplier named as a joint
payee, unless the Department agrees otherwise in writing. Any i nterest paid
to Subcontractors or suppliers because the Design-Builder has f ailed to pay
them in 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 Subcontr actor or
supplier approved by the Department without the Department's pr ior
written consent.

Section 5.3.12 The Department has the right to contact Subcontractors or suppl iers at all
tiers, or material or equipment suppliers directly to confirm a mounts due
and owing to them or amounts paid to them for Work on the Proje ct, 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 Depart ment 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 timely fashi on (other than for disputed am ounts), 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 t o the
Subcontractor or supplier and Design-Builder by joint check.

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 fo rth as
Exhibit O, as follows:

(a) Within ninety (90) days of initiating the Construction Phase; and

(b) Within thirty (30) days after Final Completion of the Project.
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Section 5.4 Weekly Progress Meetings & Schedule Updates.
The Design-Builder shall schedule and conduct, at a minimum, we ekly progress meetings at which
the Department, the Architect, the Project Manager, the Design- Builder and appropriate
Subcontractors can discuss the status of the Work. The Design-B uilder 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 to avoid or reduce that delay.
The Design-Builder shall point out, in its narrative, changes t hat have occurred since the last update,
including those related to major changes in the scope of work, activities modified since the last update,
revised projections of durations, progress and completion, revi sions to the schedule logic or
assumptions, and other relevant changes. Any significant varian ce from the previous schedule or
update shall also be identified in a narrative, together with t he reasons for the variance and its impact
on Project completion. All Schedule updates shall be in a nativ e format reasonably acceptable to the
Department (e.g., Primavera). The Department may make reasonabl e requests during the Project for
changes to the format or for fur ther explanation of 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 reque sts for extension of time and shall not
operate to change the scheduled completion date(s). The Departm ent’s receipt of, and lack of
objection to, any schedule update showing Substantial Completio n 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 waive r of any of the Department’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 Pro ject 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 Departm ent on the progress of the entire
Work at least monthly from Preconstruction Notice to Proceed until Final Completion of the Project.
Such written report shall including the following elements:

5.5.1 Construction Progress Update. The Design-Builder shall provide written reports to
the Department, on the progress of the entire Work at least mon thly from
Preconstruction NTP until 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
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cash flow; (iv) a quality control report; and (v) progress phot os. Each monthly update
shall contain a narrative descrip tion of the Project progress a nd a critical path method
schedule in Primavera format, including any plans to correct de fective or deficient
work or for time lo st due to delays.

5.5.2 Cost Update. The monthly update shall reflect, by Guaranteed Maximum Price l ine
item, the original line item amount, approved, pending, and pro jected Change Order
amounts, the cost incurred to date, the projected cost to compl ete 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 requested or anticipated. The re port shall explain all
variances including “buyouts” or final actual costs including t hose below their
respective Guaranteed Maximum Price line item. In addition, the report must disclose
any instances in which the Design-Builder has transferred amoun ts from one line
item to another, or from the Contingency to any other line item . Neither submission
of, nor the Department's failure to reject an update reflecting that the projected cost to
complete the Project exceeding 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.

5.5.3 Economic Inclusion Report. The monthly report shall in clude 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 fo rmat acceptable to the
Department and shall include, at a minimum: (i) the Design-Buil der’s overall
performance with respect to the goals; (ii) a listing of subcontracts and agreements with
material suppliers during the mont h and the percentage of those subcontracts and
agreements with material suppliers awarded to LSDBEs; (iii) a l isting of subcontracts
during the month and the estima ted percentage of the labor hour s to be w o rk e d 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.

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 m onthly report. If there
are no such changes, the report shall so state.

5.5.5 Quality Assurance Report. The monthly report shall in clude a detailed summary
of the steps that are being employed to ensure quality construc tion and workmanship.
Each report shall specifically address issues that were raised by the Department and/or
its Program Manager during the prior month and outline the step s that are being taken
to address such issues.
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5.5.6 Progress Photos. The monthly report shall include updated progress photos that s hall
detail changes in the Work during the month.

The Design-Builder shall also ma intain 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 Dep artment may reasonably require.
The log shall be available to the Department, the 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 cost s for activities in progress a nd estimates for uncompleted tasks and
proposed changes. Design-Builder shall identify variances between actual and estimated costs and
report the variances to the Department, the Architect and the P rogram Manager at regular intervals.

Section 5.7 Key Personnel.

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 f unctions identified in Exhibit F. The
Key Personnel shall include: A. Key Personnel of the Design-Builder: The following individuals shall
be considered key personnel (“Key Personnel”) of Design Builder:

i. Project Manager;
ii. Superintendent; and
iii. Project Executive.

B. Key Personnel of the Design-Builder’s Architect/Engineer
The following individuals shall be considered the Key Personnel of the Design-Builder’s
Architect/Engineer:

i. Project Manager (A/E);
ii. Project Architect;
iii. Principal in Charge;
iv. Lead Mechanical Engineer;
v. Lead Envelope Consultant;
vi. Lead Structural Engineer; and
vii. Lead Specification Manual Consultant.

Section 5.7.1 The Design-Builder shall not replace any of the Key Personnel w ithout the
Department’s prior written approval, which shall not be unreasonably withheld.
If any of the Key Personnel become unavailable to perform servi ces in
connection with the Agreement due to death, disability or separ ation from the
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employment of the Design-Builder or any affiliate of the Design-Builder, then the
Design-Builder shall promptly appoint a replacement acceptable to the
Department. The Department shall be entitled to complete inform ation on each
such replacement, including a current resume of his or her qual ifications and
experience.

Section 5.7.2 Certain members of the Design-Builder’s Key Personnel shall be subject
to a removal or replacement fee for their removal or reassignme nt by the
Design-Builder. Those members of the Design Builder’s Key Perso nnel
subject to such fee in section 5.7.4 shall be identified in Exhibit F as subject to
the fee provisions herein. In the event there is no delineation in Exhibit F of
those members of the Design-Builder’s Key Personnel subject to the fee
provisions of this Agreement, the n all of the Key Personnel shall be subject to
the fee provisions of this Agreement.

Section 5.7.3 In addition, the Department shall have the right, to be exercis ed 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 bee n removed or
replaced by the Design-Builder without the prior written consen t of the
Department. In the event the Department exercises the right to remove, replace
or to reduce the scope of services of the Design-Builder, the D epartment shall
have the right to enforce the te rms of this Agreement and to ke ep-in-place
those members of the Design-Bu ilder’s team not removed 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 tea m approved
by the Department.

Section 5.7.4 Removal or Replacement of Key Personnel. All members of the Design-Builder’s
Key Personnel shall be subject to replacement fees for their re moval or
reassignment by the Design-Builder. In each instance where the Design-Builder
removes or reassigns one of the key personnel as being subject to replacement
fees (but excluding instances where such personnel becomes unavailable due to
death, termination of employment or disability) without the prior written consent
of the Department’s Contracting Officer, the Design-Builder sha ll owe to the
Department the sum of Twenty-Five Thousand dollars ($25,000) fo r each
replacement, as a replacement fee and not as a penalty, to reim burse the
Department for its administrative costs arising from the Design-Builder’s failure
to provide the Key Personnel. The foregoing replacement fee amo unt shall not
bar recovery of any other damages, costs, or expenses other than the Department’s
internal administrative costs. In addition, the Department shall have the right, to
be exercised in its sole discretion, to remove, to replace or to reduce the scope of
services of the Design-Builder in the event that a member of th e Key Personnel
has been removed or replaced by the Design-Builder without the consent of the
Department. In the event the Department exercises the right to remove, to replace
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or to reduce the scope of services of the Design-Builder, the D epartment shall
have the right to enforce the terms of the Agreement and to kee p in place those
members of the Design-Builder’s team not removed or replaced an d the
remaining members shall complete the services required under the Agreement in
conjunction with the new members of the Design-Builder’s team approved by the
Department.

Section 5.7.5 Subject to the terms of this 5.7, in each instance where the De sign Builder
removes or reassigns one of the key personnel listed in Exhibit F as being
subject to the key personnel replacement fee, other than: (a) for reasons where
such personnel become unavailable due to death, disability or s eparation from
the employment of the Design-Builder or any affiliate of the De sign-Builder
or any affiliate of the Design Builder; or (b) with the prior w ritten consent
of the Department, then the Design-Builder shall pay to the Dep artment the
amount set forth in the Project Information Section of this Agr eement as a
replacement fee and not a penalty, to reimburse the Department for its
administrative costs arising from the Design-Builder’s failure to provide the
Key Personnel. The foregoing replacement fee amount shall not b ar recovery
of any other damages, costs or e xpenses other than the Departme nt’s internal
administrative costs.

Section 5.8 Qualified Personnel/Cooperation.
The Design-Builder shall employ on the Project only those emplo yees and Subcontractors who will
work together in harmony and wh o will cooperate with one anothe r 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 D epartment requests 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 an d equipment furnished under the
Contract Documents will be of good quality and new unless other wise required or permitted by
the Contract Documents, that for the one (1) year period follow ing 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 Docum ents. 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 wa lk the Project to
identify any necessary warranty work.

Section 5.10 Open Book Reporting.
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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 Su bcontractors and material suppliers,
invoices, purchase orders, Change Order estimates, records for Self-Performed Work, and other
relevant documentation and sources of information concerning th e Work or costs. The Department
shall not use its access to the Subcontractors to give instructions or directions to them. All instructions
or directions 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 GMP Basis Documents must be
submitted no later than the date set forth in the Project Information Section,
Item No. 10 (i.) and the Project must be Substantially Complete no later
than the Substantial Completion Date set forth within the Proje ct Information
Section above.

Section 5.11.2 The Design-Builder will perform the Work so that it shall achieve Substantial
Completion by the Substantial Co mpletion Date. Unless the fai lure to
achieve Substantial Completion by the Substantial Completi on Date is a
result of an Excusable Delay, as defined 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 foreg oing, delays
for the following reasons shall be regarded as Non-Excusable an d 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 durati on in
excess of averages established by data from the U.S. Department of
Commerce, National Oceanic and Atmospheric Administration for
the Project locale for the ten (1 0) years preceding the effective date
of the Agreement. For purposes o f this clause, weather shall on ly
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 cumulative 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 Subcontracto rs
or material suppliers at any tie r to perform in timely or prope r
fashion, without regard to concep ts of negligence or fault; or
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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, Secti on A of the Standard Contract
Provisions 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 Su bstantial
Completion Date due to an Excusable Delay. The term “Excusable Delay”
shall mean:

Section 5.11.3.1 Delays due to adverse weather ot her than those that are classif ied
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 e vent
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 Sta ndard Contract Provisions 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 t he
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 forgoing, a delay shall be deemed to be an E xcusable Delay only to the
extent that such delay: (i) wa rrants an extension in the Substa ntial or Final Completion Date;
(ii) has not been caused by the Design-Builder or any of its em ployees, agents,
Subcontractors or material suppliers; (iii) is on Project’s cri tical path; and (iv) is in addition to
any time contingency periods s et forth in the critical path.

Section 5.11.4 If the Design-Builder wishes to make a claim for an adjustment in time allotted
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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 co ntinuing delay,
only one claim is necessary.

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-Build er shall be
entitled to receive its actual costs, including all direct and indirect costs, bonds
and insurances resulting from such extended duration. It is understood that the
Design-Builder shall not be entitled to any profit or home offi ce 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 effic ient site, with
controlled access. As part of this obligation, the Design Build er shall be
responsible for initiating, maintaining and supervising all saf ety precautions
and programs in connection with the Project, and shall comply w ith the
requirements set forth in Artic le 16, Section F of the Standard Contract
Provisions for construction contracts.

Section 5.12.2 Safety Plan. Prior to the start of construction activities, the Design-Build er
shall prepare a safety plan for the Construction Phase conforming to OSHA 29
CFR 1926 (such plan, the “Safety Plan”). This Safety Plan devel oped by the
Design-Builder shall describe the proposed separation and the specific nature
of the safety measures to be taken including fences and barrier s that will be
used and the site security details. This Safety Plan will be su bmitted to the
Department and DPR for their review and approval prior to the commencement
of construction. Once the Safety Plan has been approved, the De sign-Builder
shall comply with the plan at all times during construction. T he Design-
Builder shall be required to revise the Safety Plan as may be r equested by the
Department or DPR at any time, including, but not limited to, as necessary to
address any new national or loc al COVID-19 regulations, recomme ndations,
or restrictions. The cost of revi sing and complying with the pl an shall not
entitle the Design-Builder to an increase in the GMP. The Design-Builder will
not be permitted to commence the Construction Phase until the S afety 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
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Article 27, Section A of the Standard Contract Provisions for C onstruction
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 th at are then
being used by Client Agency. 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 unwanted intrusion.

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 De sign-Builder from the obligation to maintain a
safe site.

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 P roject 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 s ite. The Design-
Builder shall, at all times, provide and maintain a fully equip ped construction
office for DGS staff assigned to the Project. The costs for the se 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, the Design-Builder shall develo p a parking
plan for those individuals worki ng on the site that is reasonab ly 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
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the construction activities and their potential impact on the c ommunity and
shall develop a community outreac h 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 revie w 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 c onstruction
is underway. Such personnel shall maintain fulltime, on-site co nstruction
supervision and provide daily ins pections, quality control, mon itoring,
coordination of various trades, record drawings, and daily work log.

Section 5.13.7 Move-in Assistance. The Design-Builder shall assist DPR in relocating
FF&E and other items, as applicable. The GMP shall include an allowance and
Scope of Work for these activities.

Section 5.14 Close-out & FF&E.

Section 5.14.1 A detailed list of FF&E requirements will be developed during t he design &
preconstruction phase and attached hereto as Exhibit N.

Section 5.14.2 Punchlist. Before the Substantial Completion Date, the Design-Builder shal l
develop a punchlist. Once the punchlist is prepared, the Design -Builder shall
inspect the Work along with representatives from the Department . The
punchlist shall be revised to re flect additional work items tha t are discovered
during such inspection. The Design-Builder shall correct all punchlist items no
later than thirty (30) days after Substantial Completion is achieved.

Section 5.14.3 Warranties & Manuals. Six months subsequent to the Substantial Completion
Date, the Design-Builder shall prepare and submit the following documentation:
(i) a complete set of product manuals (“O&M” or “Operation and Maintenance
Manuals”), training videos, warranties, etc.; (ii) attic stock; (iii) an equipment
schedule; (iv) a proposed schedule of maintenance for the new b uilding; (v)
environmental, health and safety documents for the new building ; and (vi) all
applicable inspection certificates/permits (boiler, elevator, e mergency
evacuation plans, health inspection, etc.) for the new building.

No later than thirty (30) days fo llowing the Substantial Comple tion Date, the
Design-Builder shall prepare and submit: (i) a complete set of its Project files;
(ii) a set of record drawings, in cluding BIM model(s); and (iii ) the Design-
Builder shall provide a maintenance and repair cost services re port, which
includes conducting a 40-year life cycle cost analysis, which includes a detailed
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list of replacement costs, maintenance costs, an estimate of re pair costs,
anticipated energy costs, and a list of other relevant life cycle costs.

Section 5.14.4 Support for Initial Heating & Cooling Season. The Design-Builder and its
mechanical subcontractor shall provide support to the Client Ag ency and the
Department during system start -up and in initial operation for the first
heating and cooling season after Substantial Completion is achi eved.

Section 5.14.5 Training. The Design-Builder shall provide t raining to Client Agency staf f
on all of the building systems. The Design-Builder shall be req uired to
schedule such training sessions and shall use commercially reas onable
efforts to ensure all such train ing occurs prior to Final Compl etion Date.

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 fo r cleaning and
other move-in services as direct ed by the Department. The GMP s hall
include an allowance and scope o f work for these activities. Th is allowance
is in addition to cleaning services that would otherwise be req uired by the
Design-Builder, including, but not limited to, the obligation t o deliver a
broom clean building at the end of construction.

Section 5.14.7 Eleven Month Walk. 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 P roject to
identify any necessary warranty work.

Section 5.15 Salvaged and Stored Items.

The Design-Builder shall be responsible for salvaging and stori ng 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 Sediment and Erosion Control.
The Design-Builder shall be responsible for installing sediment and erosion control measures,
inclusive of, but not limited to: silt fencing, inlet protectio n, stabilized construction entrances, and
other control measures.

Section 5.17 Quality Control.

Section 5.17.1 General Obligation. The Design-Builder shall be responsible for all activities
necessary to manage, control, and document work to ensure compl iance with
Contract Documents. The Design- Builder’s responsibility include s ensuring
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adequate quality control services are provided by the Design-Bu ilder’s
employees and its subcontractors at all levels. The work activi ties shall include
safety, submittal management, document reviews, reporting, and all other
functions related to quality construction.

Section 5.17.2 Quality Control Plan. Within thirty (30) days after the design development
documents are approved, the Design-Builder shall develop a qual ity control
plan for the Project (the “Qua lity Control Plan”). A draft of t he Quality
Control Plan shall be submitted to the Department and shall be subject to
the Department’s review and approval. The Quality Control Plan shall be
tailored to the specific products/type of construction activiti es contemplated
by the GMP Basis Documents, and in general, shall include a tab le of
contents, quality control team organization, duties/responsibil ities of quality
control personnel, submittal procedures, inspection procedures, d e f i c i e n c y
correction procedures, documentation process, and a list of any other specific
actions or procedures that will be required for key elements of the Work.

Section 5.17.3 Implementation. During the Construction Phase, the Design-Builder shall
perform regular quality control inspections and create reports based on such
inspections pursuant to the Qua lity Control Plan. The quality c ontrol reports
shall be provided to the Departme nt electronically on a monthly b a s i s . T h e
Design-Builder shall incorporate a quality control section in t he progress
meetings to discuss outstanding deficiencies, testing/inspectio ns, and
upcoming Work. The monthly report shall include a detailed summ ary of
the steps that are being employed to provide quality constructi on and
workmanship. The monthly report should specifically address iss ues raised
during the month and outline the steps that are being used to a ddress such
issues.

Section 5.18 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 Department: (i) 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 progre ss of the Work; or (ii) the prog ress of the Work otherwise materially
falls behind the projections contained in the then currently ap proved Project Schedule. In the event
that the Department or its Program Manager determine that eithe r 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
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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 jus tify an adjustment
to the GMP on the Substantial Completion Date.

Given the nature of the Project and the fact that there is a fi xed 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 th e Department has relied in e ntering into this Agreement; and
(ii) represents and warrants that it has included sufficient fu nding in the GMP in order to comply
with the requirements of this Section.

Section 5.19 Corrective Action Plan.
Subject to the terms of this Section, the Department shall have the right direct the Design Builder to
revise the provisions of the Quality Control Plan if, in the re asonable judgment of the Department,
the craftsmanship of the Work be ing installed fails to comply w ith generally applicable industry
standards, requirements set forth in the Specifications that ar e 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 determi ne 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 th e Design-Builder shall be requ ired to provide the Department
with a corrective action plan that is reasonably designed to ad dress the concerns raised in such notice
within three (3) days after receipt of such notice (each instan ce, a “Corrective Action Plan”). If the
Department and the Design-Builder are unable to agree on the te rms of the Corrective Action Plan
within five (5) days after the issuance of the notice (i.e. within forty eight (48) hou rs after the receipt
of the proposed corrective action plan), the Department shall h ave 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 t he Quality Control Plan and/or may
impose additional requirements on the manner in which Work is b eing 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 on the Substantial Completion
Date.

Section 5.20 Use of ProjectTeam.
a. Use of Department’s Electronic Project Management Information S ystem
(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 information; (ii)
submittals; (iii) meeting minutes; (iv) invoices/applications for payment (full package including
all forms required by DGS); (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) punchlist; and (ix) other Project documents as may be designated by the
Department.

i. Electronic storage and transmission of information via Proje ctTeam system shall be
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compliant with the provisions of the document security.

b. Invoice Submittal. The Design-Builder shall create and submit payment requests in an
electronic format through the DC Vendor Portal, https://vendorp ortal.dc.gov. The Design-
Builder shall submit proper invoices on a monthly basis. To con stitute 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 5.21 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 statutes, laws, codes, ordinances, regulations,
rules, requirements, orders, and policies of governmental bodie s, 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, statut es, laws, codes, ordinances,
regulations, rules, requirements and orders that apply and thei r effect on the Design-Builder’s
obligations thereunder.

Section 5.22 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 li censing, accreditation, and registration
requirements and standards necessa ry for the performance of the Agreement. Without limiting the
generality of the foregoing, all drawings shall be signed and s ealed by a professional Architect or
engineer licensed in the District of Columbia.

Section 5.23 Construction Phase Deliverables.
The deliverables set forth on Exhibit C are required during the Construction Phase.

Section 5.24 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.
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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 re quiring the Department’s approval or
authorization. Subject to the limitations on their authority s pecified in Exhibit I , these
representative(s) shall have the e xclusive authority to make de cisions on behalf of the Department
concerning estimates and schedules, construction budgets, chang es 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 th e Department to effectively manage
the Project and assure that the Design-Builder does not receive conflicting instructions regarding
the Work, the Design-Builder sha ll promptly notify the Departme nt’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 al l matters requiring the Design
Builder’s approval or authorization. In addition, the Departmen t retains the right to approve
candidates to serve as on-site personnel in accordance with eac h candidate’s experience with
similar projects and local marke tplace conditions. Once approve d, individuals can not be changed
without the Department’s prior app roval. During the entire term , 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 pr ovided 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 b uildings and projects that are similar to
the Project in large urban areas.
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Article 7 COMPENSATION AND PAYMENTS FOR DESIGN & PRECONSTRUCTION
PHASE SERVICES

Section 7.1 Compensation

7.1.1 The Department shall compensate a nd make payments to the Design -Builder for
Design & Preconstruction Services in accordance with this Secti on 7.1 and the
amounts set forth in Section A. F or Preconstruction Services, t he Design-Builder’s
compensation shall be as set forth in the Project Information S ection of this
Agreement (the “Preconstruction Fee”). The Preconstruction Fee shall be the
Design-Builder’s sole compensation for Preconstruction Phase Se rvices. The
Preconstruction Fee shall include, but not be limited to, amoun ts necessary to
compensate the Design-Builder for:
• Profit;
• Home Office Overhead;
• Cost of preconstruction staff;
• 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:
• Computer hardware and software;
• Fax machines; and
• Copying machines.
• Office supplies;
• Telephone; and
• Local delivery and overnight delivery costs.

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,
the Design-Builder’s compensati on shall not exceed the amount s et forth in the
Project Information Section of this Agreement (the “Design Fee”).

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Section 7.2 Payment
7.2.1 Payments for Design & Preconstruction Phase Services shall be made monthly over the
anticipated duration of the Design & Preconstruction Phase foll owing presentation and
acceptance of the Design-Builde r’s invoice and shall be in prop ortion to services
performed. In no event, however, will the aggregate of the Desi gn-Builder’s monthly
invoices for Design & Preconstruction Phase Services exceed the Preconstruction Fee.

7.2.2 Payments are due and payable in accordance with of this Agreement. Amounts unpaid
after the date of which payments due shall bear interest in acc ordance with the Quick
Payment Act.

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Article 8 COMPENSATION FOR C ONSTRUCTION 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 Section 8. For the Const ruction Phase Services, the
Design-Builder’s compensation shall be as set forth in the Proj ect Information Section of this
Agreement (the “Design-Build Fee”). The Design-Builder acknowle dges 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 De sign-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 i s not at risk (the “Base Design-Build
Fee”). 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 ext ended, the then remaining amounts of the Design-Build Fee will
be re-allocated such that the t hen existing portion of the Design-Build Fee shall be evenly spread
over the then remaining durati on of the Construction Phase.

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 Departme nt shall appoint a committee tha t will determine
entitlement to those portions of the Award Fee Pool so designated below (such committee,
the “Award Fee Evaluation Committee”). The Award Fee Evaluatio n Committee will
consist of: (i) DGS Capital Construction Division (“CCD”) Deput y Director or their
designee; (ii) DPR Chief of Facilities or their designee; (iii) DGS CCD representative; and
(iv) DPR Facilities representative.

8.1.2 The Design-Builder may earn the At-Risk Portion of the Design-B uild Fee in
accordance with Exhibit P.

Section 8.2 Lump Sum General Conditions.
The Design-Builder shall not be entitled to recover more than t he amount set forth in the Project
Information Section of this Agr eement for the Cost of General C onditions (such amount, the
“Lump Sum General Conditions”). If, as a result of any Change O rder(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 D epartment that such additional
Costs of General Conditions are reasonable and not due to any f ault of the Design Builder, its
Subcontractors, materialmen, cons ultants or anyone making claim s thereunder, the Design-
Builder may request a Change Order to adjust the Lump Sum Gener al Conditions. To the extent
the Design-Builder incurs Costs of General Conditions in excess of the Lump Sum General
Conditions, the Design-Builder shall not be entitled to reimbur sement for such amounts unless
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the Department authorizes, in writing, an increase to the Lump Sum General Conditions.
Nonetheless, in such an event, the Design-Builder exceeds the L ump Sum General Conditions,
the Design-Builder shall continue to be required to adequately staff the Project.

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 am ount as set forth in the Project
Information Section of this Agreement (the “Initial NTE”). In n o 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. Pr ior to expending or committing
any portion of the In itial NTE, the Design-Builder shall obtain the Department’s written
approval of such expenditure or commitment, as well as a determ ination as to whether the work
will qualify as a “capital” expense under the Department’s financial guidelines. 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 fro m the Initial NTE as well as th e associated costs of such work.

Section 8.4 Project Budget.
The Department has established a budget for the Project as set forth in the Information Section of
this Agreement (such budget, the “Project Budget”). Such Projec t Budget includes any and all
amounts which may be due to the Design-Builder pursuant to this Agreement, and in no event
shall the Design-Builder be entitled to recover more than the P roject Budget unless the Design-
Builder is authorized to exceed the Project Budget by the Department in advance and in writing.

Section 8.5 No Adjustments to Fee.
It is the Department’s intent to engage the Design-Builder to d evelop a GMP that meets the
programmatic requirements set forth in Exhibit A by the Client Agency a nd 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) t he 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 punc hlist 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, 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) th e Department made additions to
the GMP scope which (other than punchlist or warranty work) req uire the Design-Builder’s
services at the Project to extend 30 days or more beyond the Su bstantial Completion Date.
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Section 8.6 Markup on Trade Work.
The maximum markup for change order work shall be as follows:

Section 8.6.1.1 For Work performed by a Subcontractor with its own forces, the
Subcontractor shall be entitled to a mark-up of not more than f ifteen percent
(15%) (covering home office overhead, the cost of insurance and bonds, field
supervision, general conditions a nd profit) on the Direct Costs of the Work.
For Work that the Department permits the Design-Builder to self-perform, the
Design Builder shall also be enti tled to a markup of not more t han fifteen
percent (15%) of the Direct Cost of the Work. With regard to any such Work
that is self-performed by the Design-Builder, the markup contemplated in this
Section shall be the Design-Builder’s exclusive compensation and it shall not
be entitled to the markup contemplated in Section 8.6.1.3 ;

Section 8.6.1.2 Intervening tier Subcontractors shall be entitled to a markup o f five
percent (5%) (covering home office overhead, the cost of insura nce and
bonds, field supervision, general conditions and profit) on Wor k performed
by lower-tier Subcontractors;

Section 8.6.1.3 In no event shall the maximum mark-up on the Direct Cost of the Work
exceed twenty five percent (25%). Direct Cost of the Work shall mean labor,
material and other costs reasona bly and necessarily incurred in t h e p r o p e r
performance of the Work as approved by the Department and shall include,
but not be limited to: (Direct C ost of the Work does not, howev er, 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).

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 cost plus indirect labo r cost
such as insurance, taxes, fringe benefits and welfare provided such costs are
considered reasonable. Indirect costs shall be itemized and ver ified by
receipted invoices. If verification is not possible, up to eigh teen percent
(18%) 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
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will be based on receipted invoices which shall not exceed rates given in the
current edition of the Rental Rate Blue Book for Construction E quipment
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. T he Design-
Builder shall submit written certi fication to the Contracting Officer that any
required rented equipment is neither owned by nor rented from t he 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 b e based solely
on an hourly rate derived by divi ding the current appropriate m onthly rate
by 176 hours. No payment will be made under any circumstances f or repair
costs, freight and transportation charges, fuel, lubricants, in surance, any
other costs and expenses, or overhead and profit. Payment for s uch
equipment made idle by delays attributable to the Government will be based
on one-half the derived hourly r ate under this subsection.

Section 8.7.4 Materials. Incorporated and unincorporated materials as permitted
under Section 8.7 Direct Cost of Work.

Section 8.7.5 Direct Cost of the Work do not, however, include home office ov erhead,
field supervision, general conditions or profit of either the S ubcontractor or
the Design-Builder. No personnel above the level of a working foreman
shall be considered a Direct Cost of the Work.
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Article 9 COST OF THE WORK FOR CONSTRUCTION PHASE

Section 9.1 Cost of the Work.
The term “Cost of the Work” shal l mean the costs necessarily in curred 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 suppl iers,
other than design subconsultants, but only in accordance with t he
subcontracts and supply agreements;
Section 9.1.2 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 an 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 t he 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 t he Self-
Performed Work, including, without l imitation, costs of transportation and
handling.

(c) Unincorporated Materials. The cost of materials, products,
supplies and equipment not actually installed or incorporated i nto the
Self-Performed Work, but required to provide a reasonable allow ance for
waste or spoilage, subject to the Design-Builder’s agreement to t u r n
unused excess materials over to the Department at the completio n of the
Project or, at the Department’s option, to sell the material an d pay the
proceeds to the Department or give the Department a credit in t he amount
of the proceeds against the Cost of the Work.
Section 9.1.3 Royalty and license fees paid for use of a design, process or p roduct, if its
use is required by this Agreement or has been approved in advan ce by the
Department;
Section 9.1.4 Fees for obtaining all required approvals or permits associated with any
abatement, demolition, utilitie s abandonment, a nd utility reloc ation
(including utility connection fees), including any and all buil ding and/or
trade permits fee;
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Section 9.1.5 Cost of the Design-Builder’s Architect/Engineer’s contract reim bursed at
cost and without markup; provided, however, that such costs sha ll not
exceed the Design Fee set forth in this Agreement. Any amounts in excess
of the Design Fee shall not be reimbursable as a Cost of Work.
Section 9.1.6 A l l f e e s a n d o t h e r c o s t s n e c e s s a r i l y i n c u r r e d t o c a r r y o u t t e s ting and
inspection required by the Agreement or applicable laws, or oth erwise 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 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 Ag reement, in
which case the Design-Builder shall pay the costs, without reimbursement;
Section 9.1.7 All bonds to jurisdictional agen cies (utilities, storm water ma nagement,
land disturbance, and grading);
Section 9.1.8 All performance and pa yment bonds and general liability insuran ce. The
Department may, in its sole discretion, allow the Design-Builder to recover
the costs of subcontractor default insurance at a mutually agre ed upon rate
in lieu of trade level 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 9.2 Lump Sum General Conditions.
The Design-Builder’s Lump Sum General Conditions Costs shall be the extent of what the
Design-Bulder is entitled to recover for the cost of General Conditions. General Conditions may
include, but are not limited to:

a) The cost of “construction staff”. The term construction staff shall mean the Project
Manager, Superintendent and Project Executive assigned to the P roject,
administrative and professional staff performing scheduling, co st estimating and
accounting services assigned on a full-time basis to the Project site;
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 installat ion, relocation and removal;
(iii) utility connections and charges during the Construction P hase; (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 in stallation and use
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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
p) Exterior site fencing, fence wrapping and construction signage.

Section 9.3 Costs Not to Be Reimbursed.
All costs not specifically liste d in Section 9.1 as being withi n the Cost of the Work are excluded
from the Cost of the Work and shall not be reimbursable. In par ticular, 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 9.1.2 (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 and Award 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 i ts Subcontractors or
suppliers at all tiers, negligent or otherwise;
g) Costs dues to breach of the Agreement 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 equ ipment 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 Notice to Proceed, unless
specifically authorized by a duly authorized Contracting Office r of 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 De sign-
Builder included them in an Application for Payment and receive d
payment therefor from the Department; or (ii) the Department ha s deposited
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funds with the Design-Builder wit h which to make such payment(s ). All
other cash discounts shall accrue t o the Design- Builder. Trade discounts,
rebates, refunds and amounts received from sales of surplus mat erials and
equipment shall accrue to the Department, and the Design Builde r shall
make provisions so that such amounts can be secured.
Section 9.4.2 Amounts that accrue to the Depart ment in accordance with the pr ovisions
of Section 9.1.4 shall be credited to the Department as a deduc tion from the
Cost of the Work.

Section 9.5 Facilitating Tax Exempt Purchases.
The Department expects that the P roject will qualify as tax-exe mpt under applicable laws. Upon
request, the Department will provide the Design-Builder with th e necessary information relating
to the tax exemption. In the event 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 ex ercise 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 Dep artment. The 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 documentation relating to the Project for a period of thre e 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 th at the Design-Builder provide a turnkey solution for the
implementation of the Project, and the Project budget set herein has been developed based on such
framework. The Design-Builder shall advance the Project in a ma nner consistent with the project
budget with the understa nding that only the following cost elem ents shall be excluded from the
project budget set forth herein:

a) 3rd Party Material Testing;
b) 3rd Party Commissioning;
c) 3rd Party Inspections;
d) Costs of active DPR equipment;
e) 3rd Party Plan Review; and
f) Public Art.
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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 wh ich proper Applications for
Payment have been submitted and approved. The amount of each pr ogress payment shall be
as follows:

The Cost of Work completed to date Plus Cost of Work for Pay Period x 60%
portion of Design-Build Fee not at risk

Current approved estimated

Cost of Work through Final Completion

Plus Any subset of the At Ris k Portion of the Design-Buil d 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 amo unt equal to ten percent
(10%) of the payment related t o: (i) each Subcontract and suppl y 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 ti me 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, how ever, that retention shall not be
held on the costs of bonds, insurances, and those elements of t he general requirements which
consist of a single, insolated effort such as dumpster disposal and safety carpentry. The
Department may elect to increase the retention on any trade Subcontractor up to ten percent (10%)
in the event the Department determines that the situation so wa rrants. The Department, in its sole
and absolute discretion, may elect to reduce the retainage rela ting to a particular trade
Subcontractor, or the Cost of the Work related to a specific it em 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 two and one-half
percent (2.5%) of the GMP.

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Section 10.3 Documents Required with Application for Payment.
Each Application for Payment shall be accompanied by the Design -Builder’s job cost ledgers in
a form satisfactory to the Department, the Subcontractors’ and Suppliers’ Applications for
Payment on AIA Documents G702 and G703 or other form acceptable to the Department, and such
other supporting documentation as the Department may reasonably request. Each Application for
Payment shall include detailed do cumentation of costs as a cond ition to approving progress
payments, but the Design-Builder shall nevertheless maintain complete documentation of the costs.

An executed Release of Liens and Claims in the format required by the Contracting Officer must
accompany each Application for Payment.

Section 10.4 Stored Materials.
The Department shall not be required to pay for materials store d at the site or stored at other
locations absent prior written authorization to do so, which au thorization may be withheld at the
Department's sole discretion. If the Department expressly agrees to pay for materials stored at the
site but not yet incorporated in to the Work, the Application fo r Payment may also include a
request for payment of the cost of such materials, if the mater ials have been delivered to the site,
and suitably stored. Such requests shall be documented by appro priate invoices and bills of sale.
Payment for stored materials shall be conditioned also on the D esign-Builder’s representation that
it has inspected the material a nd found it to be free from defe ct and 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 execution of proper
documentation to afford the Department a secured interest in the materials upon payment.

Section 10.5 Design-Builder’s Certification.
Each Application for Payment shall be accompanied by the Design -Builder's signed certification
that:

Section 10.5.1. all amounts paid to the Design-Builder on the previous Applicat ion
for Payment that were attributable to Subcontractor Work or to materials or equipment
being supplied by any supplier have been paid over to the appro priate Subcontractors and
suppliers;

Section 10.5.2. that all amounts currently sought for Subcontractor Work or sup ply of
materials or equipment are currently due and owing to the Subco ntractors and material
or equipment suppliers;

Section 10.5.3. that all Work, materials or equipment for which payment is soug ht is, to
the best of the Design-Builder's knowledge, free from defect an d meets all of the
requirements set forth in the Agreement: and that
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Section 10.5.4. 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 10.5.5. The Design-Builder shall not include in an Application for Paym ent
amounts for Work for which the Design-Builder does not intend to pay.

Section 10.6 Lien Waivers.
Each Application for Payment sh all be accompanied by written wa ivers of the right to file a
mechanic’s lien and all other cl aims, in a form substantially s imilar to Exhibit K for the Design
Builder and all Subcontractors and material suppliers at all ti ers who have supplied labor or
material or both for which payment is requested, subject only t o receipt of payment. If the
Department so requests, the Design-Builder shall also submit un conditional 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 addit ional 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 wa rrants 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 recei pt of payment by the Design-B uilder. The Department may
require execution of appropriate documents to confirm passage o f 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 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 th e month following submission o r, if that is not a business day,
on the following business day. If the Design-Builder and Depart ment are unable to agree on the
amounts properly due and owing, the Department shall pay in acc ordance with its good faith
determination and the Design-Buil der may protest and pursue a c laim as provided in this
Agreement and the Standard Contract Provisions (Construction Co ntracts and Architectural and
Engineering Services Contracts).

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Section 10.9 Right to Withhold Payments.

The Department will notify the Design-Builder within fifteen (1 5) days after receiving any
Application for Payment of any d efect in the Application for Pa yment or the Design-Builder’s
performance which may result in the Department’s declining to p ay all or a part of the requested
amount. The Department may withhold payment from the Design-Bui lder, in whole or part, as
appropriate, if:

Section 10.9.1 the Work is defective and such defects have not been r emedied;
or

Section 10.9.2 the Department has determined that the Design-Builder’s progres s
has fallen behind the Project Schedule, and the Design-Builder fails,
within ten (10) calendar days of the Department’s written deman d,
to provide the Department with a realistic and acceptable Recov ery
Plan in accordance with 5.18; 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 m onthly report, a realistic and acceptable
Recovery Plan in accordance with 5.18; or

Section 10.9.4 the Design-Builder has failed to provide reports in full compli ance
with 5.5 of this Agreement; or

Section 10.9.5 the Design-Builder has failed to pay Subcontractors or supplier s
promptly or has made false or inaccurate certifications that payments
to Subcontractors or suppliers a re 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, upon 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 b e
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

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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 wi th
LSDBE Utilization requirements.

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 cons titute 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 responsibl e 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 5.14, and Exhibit C 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 vi deos, and warranties, as
applicable; and (iv) a complete final Application for Payment a nd a final accounting for the Cost
of the Work have been submitted by the Design-Builder and revie wed by the Department and, to
the extent the Department determines appropriate, the Department’s accountants. The Department
shall make 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
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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 10.12.2 The Department will review and report in writing on the Design-
Builder’s final accounting within 30 days after delivery of the f i n a l
accounting to the Department by the Design-Builder. Based upon
Department’s determination of the Cost of the Work, and provide d the
other conditions of Section 13.1 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 Paragraph 10.12
supersede those for typi cal progress payments.

Section 10.12.3 If the Department determines tha t the Cost of the Work is than
claimed by the Design-Builder, the Design-Builder shall be enti tled
to proceed in accordance with Article 3 of the Standard Contrac t
Provisions. Pending a final resolution of the disputed amount, the
Department shall pay the Design-Builder the amount that the
Department determines to be appropriate.

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Article 11 - INSURANCE
Section 11.1 Insurance Required by the Project
A. GENERAL REQUIREMENTS. The Contra ctor at its sole expense shall procure and
maintain, during the entire period of performance under this co ntract, the types of insurance
specified below. The Contractor shall submit a Certificate of Insurance to the Contracting
Officer (CO) giving evidence of t he required coverage prior to commencing performance
under this contract. In no event shall any work be performed u ntil the required Certificates
of Insurance signed by an authori zed representative of the insurer(s) have been provided to,
and accepted by, the CO.

The Government of the District of Columbia shall be included in all policies, where applicable
and allowable by law, required hereunder to be maintained by th e Contractor and its
subcontractors (except for workers’ compensation and professional liability insurance) as an
additional insureds for claims against The Government of the Di strict of Columbia relating
to this contract, with the unders tanding that any affirmative o bligation imposed upon the
insured Contractor or its subcont ractors (includi ng without lim itation 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 Co ntractor’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 2 0 10 07 04 and CG 20
37 07 04) or such other endorsement or combination of endorseme nts providing coverage at
least as broad and approved by the CO in writing. All of the C ontractor’s and its
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 pr ovide 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 in sured arising out of the
performance of this Statement of Work by the Contractor or its subcontractors, or anyone for
whom the Contractor or its subcontractors may be liable. Thes e policies shall include a
separation of insureds clause applicable to the additional insured.

If the Contractor and/or its sub contractors maintain broader c overage 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 t hat 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 and under all subcontracts, covering claims f or bodily injury, including
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without limitation sickness, disease or death and mental anguish of any persons, broad form
property damage, including loss of use resulting therefrom, per sonal 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.

The Commercial General Liability shall be further endorsed to:
a) To the fullest extent permitted by law, provide additional insu red coverage using
ISO form CG 2015 0413 (or it’s equivalent) to The Government of the District of
Columbia
b) Coverage available to the additional insureds shall apply on a primary and non-
contributing basis as respects a ny other insurance, deductibles , or self-insurance
available to the additional insureds
c) A waiver of subrogation in favor of The Government of the District of Columbia
d) Any Annual Aggregate shall apply on a per location or per proje ct basis (where
applicable)
e) Defense costs shall be in addition to and not erode the limits of liability

2. Automobile Liability Insurance - The Contractor shall provide e vidence satisfactory to the
CO of commercial (business) automobile liability insurance wri tten on ISO form CA 00 01
10 13 (or another form with covera ge at least as broad and appr oved by the CO in writing)
including coverage for all owne d, hired, borrowed and non-owned vehicles and equipment
used by the Contractor in conn ection with work under this agree ment, with a minimum
combined single limit of $1,000,000 for bodily injury or death and property damage,
including loss of use thereof. S uch policy or policies of automobile liability insurance shall
be written on an "occurrence" (as opposed to a "claims made") basis.

Auto Physical Damage Coverage - The Contractor shall provide auto physical damage insurance to
cover "loss" to a covered "auto" or its equipment:

a) Comprehensive - Fire, lightning or explosion; theft; windstorm, hail or
earthquake; flood; mischief or v andalism; or the sinking, burni ng, collision or
derailment of any conveyance transporting the covered "auto".
b) Collision Coverage - Caused by: The covered "auto's" collision with another
object or the covered "auto's" overturn.

The Commercial Auto Liability policy shall be further endorsed to:
a) To the fullest extent permitted by law, provide additional insured coverage to The
Government of the District of Columbia
b) Coverage available to the additional insureds shall apply on a primary and non-
contributing basis as respects a ny other insurance, deductibles , or self-insurance
available to the additional insureds
c) A waiver of subrogation in favor of The Government of the District of Columbia
d) Defense costs shall be in addition to and not erode the limits of liability
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e) If applicable, include Form CA 99 48 03 06 Pollution Liability - Broadened
Coverage for Covered Autos - Business Auto, Motor Carrier and Truckers (or it’s
equivalent)

3. Workers’ Compensation Insurance - The Contractor shall provide evidence satisfactory to the
CO of Workers’ Compensation insurance in accordance with the st atutory 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 a ccident for injury; $500,000
per employee for disease; and $500,000 for policy disease limit.

The Workers Compensation and Emp loyers Liability shall be further endorsed to:
a) Include a Waiver of Subrogation in favor of The Government of t he District of
Columbia.
b) Where applicable, include Unite d States Longshore and Harbor Wo rkers
Compensation Act (USL&H)
c) Where applicable, include Jones Act Coverage for seamen or crew members on an “if
any” basis.

4. Network Security/Privacy (Cyber) Liability Insurance covering a cts, errors, omissions,
breach of contract, and violation of any consumer protection laws arising out of Contractor’s
operations or services with a limit of $2,000,000 per claim and in the aggregate. Such
coverage shall include but not be limited to, third party and f irst party coverage for loss or
disclosure of any data, includi ng personally identifiable infor mation and payment card
information, network security fai lure, violation of any consume r protection laws,
unauthorized access and/or use or other intrusions, infringemen t of any intellectual property
rights (except patent), unintentional breach of contract, negli gence or breach of duty to use
reasonable care, breach of any duty of confidentiality, invasio n of privacy, or violations of
any other legal protections for p ersonal information, defamation, libel, slander, commercial
disparagement, negligent transmi ssion of computer virus, or use o f c o mp u te r n e t w o rk s i n
connection with denial of service attacks. Such coverage shall include regulatory defense and
fines/penalties in any jurisdiction anywhere in the world. Such coverage shall include
contractual privacy coverage for data breach response and crisis management costs that would
be incurred by Contractor on behalf of The Government of the Di strict of Columbia in the
event of a data breach including legal and forensic expenses, n otification costs, credit
monitoring costs, and costs to ope rate a call center. Contracto r shall maintain coverage in
force during the term of this Agreement and for an extended reporting period of not less than
two (2) years after.

5. Professional Liability Insurance (Errors & Omissions) - The Con tractor 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 per claim or per occurrence for each wrongful act and
$2,000,000 annual aggregate. The Contractor warrants that any a pplicable retroactive date
precedes the date the Contractor first performed any professional services for the Government
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of the District of Columbia an d that continuous coverage will b e 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.

6. Commercial Umbrella or Excess Liability - The Contractor shall provide evidence
satisfactory to the CO of commercial umbrella or excess liabili ty insurance with minimum
limits of $10,000,000 per occurrence and $10,000,000 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 polic y. 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 rei nsurance maintained by The Gove rnment of the District of
Columbia and the “other insurance” provision must be amended in accordance with this
requirement and principles of vertical exhaustion.

7. Crime Insurance (3rd Party Indemnity) - The Contractor shall pr ovide a Crime policy
including 3rd party fidelity to cover the dis honest acts of Contractors, 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.

8. Environmental Liability/Contractors Pollution Liability Insuran ce - 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 b odily injury, property damage
(including loss of use of damage d 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 $2,000,000 p er occurrence and
$2,000,000 in the annual aggregate. If such coverage is writte n on a claims-made basis, the
Contractor warrants that any retr oactive date applicable to cov erages under the policy
precedes the Contractor’s performance of any work under the Con tract and that continuous
completed operations coverage will be maintained for at least t en (10) years or an extended
reporting period shall be purchased for no less than ten (10) years after completion.

The Contractor also must furnish to the CO Owner certificates o f insurance evidencing
environmental liability insurance maintained by third party tra nsportation and disposal
site operators(s) used by the Contractor for losses arising fro m facility(ies) accepting,
storing or disposing hazardous mat erials or other waste as a re sult of the Contractor’s
operations. Such coverages must be maintained with limits of a t least the amounts set
forth above.

The Environmental Liability policy shall be further endorsed to include The Government
of the District of Columbia as an Additional Insured.

9. Employment Practices Liability - The Contractor shall provide e vidence satisfactory to the
CO with respect to the operations performed to cover the defens e o f c l a i m s a r i s i n g f r o m
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employment related wrongful act s 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 Government of the District
of Columbia should it be named 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.

10. 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 proper ty while located at the project
site, at temporary locations, or in transit; deductibles will b e the sole responsibility of the
contractor.

11. Riggers Liability – If and to the extent Contractor’s services or scope of Work call for, require,
or involve the lifting, picking, rigging and setting of others property, materials or equipment,
Contractor shall procure, maintain and pay for Riggers Liabilit y Insurance to insure against
physical loss of or damage in amo unts sufficient to insure the full market value and / or
replacement costs of the property, materials or equipment being lifted. In addition to replacing
any property, materials or equipm ent damaged through Contractor ’s work involving the
lifting, picking, rigging and or setting, Contractors shall als o be responsible for all
consequential loss of use, and delay damages involved in replac ing and / or repairing the
damaged property, materials or e quipment. Failure to carry appr opriate insurance and or
failure to carry adequate limits shall not relieve Contractor from its indemnity and contractual
obligations herein.

12. Sexual/Physical Abuse & Molestation - The Contractor shall provide evidence satisfactory to
the CO with respect to the services performed that it carries $1,000,000 per occurrence limits;
$2,000,000 aggregate of affirmative abuse and molestation liabi lity coverage. Coverage
should include physical abuse, such as sexual or other bodily h arm and non-physical abuse,
such as verbal, emotional or mental abuse; any actual, threaten ed or alleged act; errors,
omission or misconduct. This insurance requirement will be considered met if the gen eral
liability insurance includes an affirmative sexual abuse and molestation endorsement for the
required amounts or through a separate stand alone sexual abuse and molestation policy with
confirmation there are no exclusi ons for abuse or assault & bat tery under the General
Liability. So called “silent” coverage or “shared” limits under a commercial general liability
or professional liability polic y will not be acceptable. Limits may not be shared with other
lines of coverage. The applicable policy may need to be submitted to the ORM for compliance
review. (REQUIRED IF WORK TO BE PERFORMED AT ANY TIME THE
RECREATION CENTER OR OUTSIDE AMENITIES ARE OPEN TO THE PUBLIC)

Construction Projects Controlled by the District

For construction projects controlled by the District, the District will procure the following
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policies with the District listed as the first named insured. S ince the District will control
the placement of the policies, t he District s hould not contract ually 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. Bu ilders risk coverage will
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. SUBCONTRACTOR INSURANCE REQUIREMENTS
Any and all subcontractors enga ged by Contractor for work under this agreement shall be
required to have the same insur ed required of Contractor. Shou ld the Contractor wish to
propose different insurance requirements than outlined below, then, prior to commencement
of work by the subcontractor, the Contractor shall submit in wr iting the name and brief
description of work to be perform ed by the subcontractor on the Subcontractors Insurance
Requirement Template provided to t h e O f f i c e o f R i s k M a n a g e m e n t (ORM). ORM will
determine the insurance requireme nts applicable to the subcontr actor and promptly deliver
such requirements in writing to the Contractor. In either instance, the Contractor must provide
proof of the subcontractor's requi red insurance prior to commen cement of work by the
subcontractor.

D. 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 de ductible or retention,
maintained by the Government of the District of Columbia.

E. DURATION. The Contractor shall carry all required insurance un til all contract work is
accepted by The Government of the District of Columbia and shall carry listed coverages for
ten years for construction projects following final acceptance of the work performed under
this contract and two years for non-construction related contracts.

F. LIABILITY. These are the requi red minimum insurance requiremen ts established by The
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Government of the District of Columbia. However, it is understo od that The Government of
the District of Columbia does not in any way represent that the insurance or the limits of
insurance specified herein are sufficient or adequate to protect your interests or liabilities and
will not in any way limit the contractor’s liability under this contract.

G. CONTRACTOR’S PROPERTY. Contract or and subcontractors are solely responsible for
any loss or damage to their personal property, including but no t limited to tools and
equipment, scaffolding and tempor ary structures, rented machine ry, or owned and leased
equipment. A waiver of subrogation shall apply in favor of The Government of the District
of Columbia.

H. MEASURE OF PAYMENT. The Government of the District of Columbia shall not make
any separate measure or payment f or the cost of insurance and b onds. The Contractor shall
include all of the costs of insurance and bonds in the contract price.

I. 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 can cellation, non-renewal, or
material changes to the extent such cancellation or material changes results in Contractor no
long complying with the above req uirements. The Contractor shall provide the CO with ten
(10) days prior written notice in the event of non-payment of p remium. The Contractor will
also provide the CO with an updated Certificate of Insurance should its insurance coverages
renew during the contract. The Government of the District of Co lumbia may reasonably
change the above insurance coverage requirements during the Term by giving Contractor at
least 30 days’ notice of the change. Contractor must comply, at your expense, and deliver to
the CO evidence of compliance before the change becomes effective.

J. CERTIFICATES OF INSURANCE. The Contractor must send to CO, at least 10 days after
execution of this Agreement, certificates of insurance evidenci ng the required insurance
coverage and endorsements requir ed herein. Contractor must also provide us with evidence
of renewal before the expiration date of each insurance policy. Contractor is responsible for
providing us with 30 days advanced written notice if the certificate of insurance by the insurer
has been canceled, reduced in coverage, or otherwise altered. . 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:

Name: Suzi Tabot
Title: Contracting Officer
Department of General Services
Contracts and Procurement Division
Address: 3924 Minnesota Ave, NE, 5th Floor
Washington, DC 20019
Phone: 202-666-9706
Suzi.tabot@dc.gov

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The CO may request and the Contractor shall promptly deliver u pdated certificates of
insurance, endorsements indicati ng the required coverages, and/ or certified copies of the
insurance policies. If the insu rance 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 t o the CO prior to the date of expiration of all such initial
insurance. For all coverage required to be maintained after co mpletion, an additional
certificate of insurance evidencing such coverage shall be subm itted to the CO on an annual
basis as the coverage is renewed (or replaced).

K. DISCLOSURE OF INFORMATION. The Contractor agrees that The Government of the
District of Columbia may disclose the name and contact informat ion of its insurers to any
third party which presents a claim against The Government of th e District of Columbia 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.

L. CARRIER RATINGS. All Contractor ’s and its subcontractors’ insu rance required in
connection with this contract shall be written by insurance com panies with an A.M. Best
Insurance Guide rating of at least A- VII or better (or the equ ivalent by any other rating
agency) and licensed in the District of Columbia.

M. WARRANTIES. When applicable, the Contractor should be named as an additional insured
on the applicable manufacturer’s/distributer’s Commercial Gener al 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). CO should collect, review for accuracy, and maintain
all warranties for goods and services.
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Article 12 BONDS Section 12.1
Performance Bond and Payment Bond.
The Design-Builder shall, before commencing the Construction Ph ase, provide to the Department
a payment bond and performance bond, each with a penal sum equa l to the full value of the GMP.
In addition to the delivery of the performance and payment bonds, the Design-Builder must deliver
to the Contracting Officer a copy of the executed Agreement of Indemnity under which the bonds
were issued. 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 ($100,00 0.00) to provide payment and
performance bonds, with a penal sum equal to one hundred percent (100%) of the subcontract price.
Further, the Design-Builder must deliver to the Contracting Off icer copies of its subcontractor’s
Agreements of Indemnity. All bonds must be in a form acceptable to the Department, its lenders
or bond trustee, and issued by a surety authorized to do busine ss in the District of Columbia and
bonding company listed on the United States Department of Treas ury’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, an d the Design-Builder shall
promptly comply. The Design-Builder shall furnish a copy of its bonds to any potential beneficiary
of the bonds, or permit that pers on or company to make a copy. If the bonds provided become
unacceptable to the Department, the Design-Builder shall prompt ly 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 D epartment twenty (20) days written
notice, so that the Department may lodge any objection it may reasonably have to the proposed action.

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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 subcontracting (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 it s 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 Subcontra cting Plan that is attached hereto
as Exhibit D . The Design-Builder shall comply with the terms of the SBE Sub contracting Plan in
making purchases 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 requir ement 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 o r
disadvantaged business enterprise shall not be required to comp ly 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 contr actor 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 be en granted a
proposal preference pursuant to D.C. Official Code § 2-218.43, or is selected through a set-
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aside program, shall perform at least 50% of the contracting ef fort with its own organization
and resources and, if it subcontracts, 35% of the subcontracting effort shall be with CBEs. A
certified joint venture prime cont ractor that performs less tha n 50% of the contracting effort
shall be subject to enforcement actions under D.C. Official Code § 2-218.63.
Section 13.2.6 Each CBE utilized to meet these subcontracting requirements sha ll perform at
least 35% of its contracting effort with its own organization and resources.
Section 13.2.7 A prime contractor that is a CBE and has been granted a proposa l preference
pursuant to D.C. Official Code § 2-218.43, or is selected throu gh a set-aside program, shall
perform at least 50% of the on-site work with its own organization and resources if the contract
is $1 million or less.

Section 13.2.8 Furniture Fixtures & Equipment (FF&E).
The Contractor shall ensure th at maximum competition is sought for the Project’s FF&E
requirements. Additionally, the C ontractor shall ensure that qu alified vendors certified by the
District’s Department of Small and Local Business Development as small SBEs are provided an
opportunity to offer a bid/proposal for any of the Project’s FF &E requirements. Qualified
vendors can be found on the Distri ct’s Office of Contracting Pr ocurement’s (OCP) District of
Columbia Supply Schedule (DCSS) i n the Furniture and Furniture Management category
(https://ocp.dc.gov/page/dcss). The Contractor shall ensure that a minimum of three (3)
qualified SBE vendors are provided the FF&E bid package. The Contractor shall document the
distribution of the bid package to all vendors and responses re ceived, including no-bids in the
FF&E Bid Package. Upon selection, the Contractor shall provide an FF&E Selection Summary
to the PM and CO. The FF&E Selection Summary shall include, at a minimum, the identification
of all vendors provided an opportunity to submit a bid/proposal , pricing of bid/proposals
received, identification of sel ected vendor with a brief explan ation of how the decision was
reached, and any other information relevant to the procurement of the Project’s FF&E vendor.
Section 13.3 Subcontracting Plan

If the Contractor is required by law to subcontract under this Agreement, then the subcontracting plan
Exhibit D submitted with its Proposal, may only be amended with the prio r written approval of the
Contracting Officer and Director of DSLBD, as previously stated herein; and, any reduction in the
dollar volume of the subcontract ed portion resulting from an am endment 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.

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Section 13.4 Copies of Subcontracts

Within twenty-one (21) days of the date of award, the Contracto r shall provide fully executed
copies of all subcontracts identi fied in the subcontracting pla n to the Contracting Officer (CO), City
Administrator (CA), District of Columbia Auditor and the Director of DSLBD.

Section 13.5 Subcontracting Plan Compliance Reporting

Section 12.5.1 If the Contractor has a subcontra cting plan required by law for this contract, the
Contractor shall submit a quarterly report to the CO, CA, Distr ict of Columbia Auditor and the
Director of DSLBD. The quarterly report shall include the following 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 subcontra ct is not provided with the quarterly report, the
prime contractor will not receive credit toward its subcontract ing requirements for that
subcontract.

Section 13.6 Annual Meetings

Upon at least 30-days written notice provided by DSLBD, the Con tractor 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 wri tten notice to the DSLBD and th e 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 subc ontracting information in a reasonably timely manner; (ii)
submits a monitoring or complian ce report or other required sub contracting information
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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 s ubject to the imposition of
penalties, including monetary fines in accordance with D.C. Off icial 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 clause
5 of the SCP, Default.

Section 13.8.4 Neither the Contractor nor a sub contractor may remove a subcontractor or tier-
subcontractor if such subcontractor or tier-subcontractor is ce rtified as an LSDBE company
unless the Department approves of such removal, in writing. The Department may condition
its approval upon the Contractor d eveloping a plan that is, in the Department’s sole and
absolute judgment, adequate to maintain the level of LSDBE part icipation on the Project.

Section 13.9 Equal Employment Opportunity and Hiring of Distric t Residents

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”).

13.9.2 The Design-Builder shall enter into and maintain during the term of the Contract, a First
Source Employment Agreement (Employment Agreement) ( Exhibit T ) with the District of
Columbia Department of Employment Service’s (DOES), in which th e 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 Employmen t Agreement shall be the First
Source Register.

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 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 sh all be performed by District
residents;
c) At least fifty-one percent (51%) of the skilled laborer hour s by trade shall be performed by
District residents; and
d) At least seventy percent (70%) of common laborer hours shall be performed by District
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residents.

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.

13.9.5 The Design-Builder agrees that at least 51% of the new employe es 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 percentage shall be applied in the aggregate, and not trade by trade.

13.9.6 The Design-Builder’s hiring and reporting requirements under t he First Source Act and
any rules promulgated thereunder shall continue for the term of the Contract.

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.

13.9.8 If the Design-Builder does not receive a good faith waiver, th e 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 fa ils to meet its hiring
requirements.

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.

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.

13.9.11 The provisions of the First Source Act do not apply to nonprof it organizations which
employ 50 employees or less.

13.9.12 Construction projects or contracts covered by this Section 13.9 of the Contract shall be
subject to the hiring and repor ting requirements set forth in t his Section until construction is
completed and a final certificate of occupancy has been issued.

13.9.13 Equal Employment Opportunity (“EEO”) . The Design-Builder has executed
and submitted an EEO policy form (Exhibit E).
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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 o f t h e D . C . C o d e , a n d a l l
successor acts thereto and the rules and regulations promulgated thereunder. The Design-Builder
and all member firms and Subcontractors shall execute a First S o u r c e A g r e e m e n t w i t h t h e
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 res ponsible for: (i) including the provisions of
Section 13.3 in all subcontracts; (ii) collecting the information required in Section 13.3 from its
Subcontractors; and (iii) providi ng the information collected f rom its Subcontractors in the
reports required to be submitted by the Design-Builder pursuant to Section 13.3.

Section 13.10.5 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 R, as amended (codified at D.C. Official Code §§ 2-220.01
et seq.) and its implementing regulations.

Section 13.10.6 A pprenticeship Act. The D.C. Apprenticeship Act of D.C. Law 2-156,
(as amended, the Act) may apply to these Projects. As applicab le, the Design-Builder firms and their
subcontractors selected to perform work on the Projects on a cr aft-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 implement ed, and the selected Design-B uilder firms shall be liable for any
subcontractor non-compliance.

Section 13.11 WAY TO WORK AMENDMENT ACT OF 2006

13.11.1. Except as described in Section 13.11.8 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.
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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.

13.11.3 The Design-Builder shall include in any subcontract for $15,00 0 or more a provision
requiring the subcontractor to pa y its employees who perform se rvices under the Contract no
less than the current living wage rate.

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.

13.11.5 The Design-Builder shall provide a copy of the Fact Sheet attached within Exhibit R to
each employee and subcontractor who performs services under the Contract. The Design-Builder
shall also post the Notice attached within Exhibit R 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.

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.

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.

13.11.8 The requirements of the Living Wage Act of 2006 do not apply to:

(1) Contracts or other agreement s that are subject to higher wa ge level determinations
required by federal law;
(2) Existing and future collec tive bargaining agreements, provi ded, that the future
collective bargaining agreement results in the employee being p aid no less than the
established living wage;

(3) Contracts for electricity, t elephone, water, sewer or other services provided by a
regulated utility;

(4) Contracts for services needed immediately to prevent or res pond to a disaster or
imminent threat to public health or safety declared by the Mayor;

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(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 employ ees subject to the
Living Wage Act of 2006;

(7) Tenants or retail establishments that occupy property const ructed or improved by
receipt of government assistance from the District of Columbia; provided, that the
tenant or retail establishment did not receive direct governmen t assistance from the
District;

(8) Employees of nonprofit organi zations that employ not more t han 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 Me dicaid recipients,
provided, that the direct care se rvice is not provided through a home care agency, a
community residence facility, or a group home for mentally retarded persons as those
terms are defined in section 2 of the Health-Care and Community Residence Facility,
Hospice, and Home Care Licensure Act of 1983, effective Februar y 24, 1984 (D.C.
Law 5-48; D.C. Official Code § 44-501); and

(10) Contracts or other agreement s between managed care organiz ations and the Health
Care Safety Net Administration or the Medicaid Assistance Administration to provide
health services.

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 wit h the provisions of Section 109
of the Living Wage Act of 2006.

13.12 Reserved

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Article 14 LIQUIDATED DAMAGES

Section 14.1 Delay in Submission of Deliverables

Subject to the terms set forth in Section 3.1.1.7 Disincentive Fee for Failure to Timely Provide
Deliverables, if the Design-Builder fails to provide any of the deliverable s set forth in Exhibit C,
the Design- Builder shall pay to the Department liquidated dama ges in the amount set forth in the
Project Information Section of this Agreement for each such deliverable that is not timely submitted.

Section 14.2 Reserved.

Section 14.3 Delay in Substantial Completion.

If the Design-Builder fails to achieve Substantial Completion o f the Project by the Substantial
Completion Date, the Parties acknowledge and agree that the act ual damage to the Department
for the delay will be impossible to determine, and in lieu ther eof, 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 repre sent a reasonable approximation of
the damages to the Department associated with a delay in the Pr oject. 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. In the event the Design Builder fails to meet
the Substantial Completion Date f or more than sixty days, the D esign-Builder consents to a
Termination for Default.

Section 14.4 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 a nd use the Project for its
intended use.

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Article 15 MISCELLANEOUS PROVISIONS

Section 15.1 Ownership and Use of Documents.

The Drawings, Specifications and other documents prepared by th e Architect/Engineer 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 Architect/Engineer. The referenced Draw ing, Specifications and other
documents shall become the property of the Department.

Section 15.2 Assignment.

The Department and Design-Builder respectively bind themselves, their partners, members, joint
venturers, constituent entities, successors, assigns and legal representative to the other party hereto
and to partners, members, joint venturers, constituent entities , successors, assigns and legal
representatives of such other pa rty in respect to covenants, ag reements and obligations contained
in the Agreement. Neither party to the Agreement shall assign t he Agreement or its rights and
obligations under the Agreement, without written consent of the other party. If either party attempts
to make such an assignment without such consent, that party sha ll nevertheless remain legally
responsible for all obligations under the Agreement.

Section 15.3 BUY AMERICAN ACT PROVISIONS

The Design-Builder shall comply with the provisions of the Buy American Act (41 U.S.C. §§ 8301–
8305), including, but not limited to, the purchase of steel. To the extent that the language in this
section contradicts the language under Article 24 of The Depart ment Standard Contract Provisions
for Construction Contracts and Article 15 (C) of the Department Standard Contract Provisions for
Architectural and Engineering Services Contracts (Exhibit J1 and J2) regarding compliance with the
Buy American Act, the language in this section should supersede.

Section 15.3.1 In accordance with the Buy American Act (41 U.S.C. §§ 8301–830 5), 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, 1059—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 o f the Agreement, except for
non-domestic material listed in the Agreement.
“Components” as used in this Section, means those articles, mat erials and supplies
incorporated directly into the end products.
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“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 m anufactured in the United
States, if the cost of its components mined, produced, or manuf actured in the United States,
exceeds 65 percent of the cost of all its components. For an en d product that consists wholly
or predominantly of iron or stee l or a combination of both, the cost of foreign iron and steel
must constitute less than 5 percent of the cost of all the components used in the end product.
Components of foreign origin of the same class or kind as the p roducts shall be treated as
domestic. Scrap generated, collected, and prepared for processi ng 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:
1. For use outside the United States;
2. That the District determines are not mined, produced, or manufa ctured in the United
States in sufficient and reasonably available commercial quantities of a satisfactory quality;
3. For which the District determines that domestic preference woul d 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 th e construction site for incorp oration in the building or work.
An unmanufactured construction ma terial is a “domestic construc tion material” if it has been
mined or produced in the United States. A manufactured construc tion material is a “domestic
construction material” if it has been manufactured in the Unite d States and if the cost of its
components which have been mined, produced, or manufactured in the United States exceeds
65 percent of the cost of all its components. “Component” means any article, material, or supply
directly incorporated in constr uction material. If the construc tion material consists wholly or
predominantly of iron or steel, the iron or steel was produced in the United States; or, for
construction material that consists wholly or predominantly of iron or steel or a combination of
both, a construction material ma nufactured in the United States if the cost of foreign iron and
steel constitutes less than 5 percent of the cost of all the components used in such 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,
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material, or supply in which it is incorporated was manufacture d in the United States and the
component is of a class or kind de termined 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 Construction Material. “Foreign construction material” means a
construction material other than a domestic construction material.

Section 15.4 Davis-Bacon Act Wage Determination and Title 29 CFR 5.5 Davis Bacon
Provision.

The Design-Builder agrees that the construction work performed under this Agreement shall be
subject to the Davis-Bacon Act (40 U.S.C. §§ 3142-3148), 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 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 i s 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 Contractor
under the Quick Payment Act, D.C. Official Code §2-221.01 et seq., 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. Inte rest
shall be calculated at the rate of 1% per month. No interest pe nalty
shall be paid if payment for the completed delivery of the item o f
property or service is made on or before the required payment date. The
required payment date shall be:

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, afte r 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;
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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 deb t 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 P ayments to Subcontractors

Section 15.5.2.1 The Contractor must take one of the following actions within se ven
(7) days of receipt of any amount paid to the Contractor by the District
for work performed by any subc ontractor under this contract:

a) Pay the subcontractor for the proportionate share of the total payment
received from the District that is attributable to the subcontr actor for
work performed under the contract; or

b) Notify the District and the subc ontractor, in writing, of the C ontractor’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 Contractor must pay any subcontractor or supplier interest penalties
on amounts due to the subcontractor or supplier beginning on th e 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% per mont h. No
interest penalty shall be paid on the following if payment for the
completed delivery of the item of property or service is made o n or
before:

a) the 3rd day after the required payment date for meat or a meat
product;
Page 92 | 113

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 which remains unpaid by the Contractor
at the end of any 30-day period shall be added to the principal amount
of the debt to the subcontractor and thereafter interest penalt ies shall
accrue on the added amount.

Section 15.5.2.4 A dispute between the Contractor and subcontractor relating to the
amounts or entitlement of a subcontractor to a payment or a lat e
payment interest penalty under the Quick Payment Act does not
constitute a dispute to which the District of Columbia is a par ty. The
District of Columbia may not be interpleaded in any judicial or
administrative proceeding involving such a dispute.

Section 15.5.3 Subcontract flow-down requirements

Section 15.5.3.1 The Contractor shall include in each subcontract under this con tract a
provision requiring the subcontractor to include in its contr act with
any lower-tier subcontractor or supplier the payment and in terest
clauses required under paragra phs (1) and (2) of D.C. Officia l Code
§2-221.02(d).

Section 15.5.4 Requirements for Change Order payments

Section 15.5.4.1 The Department and the Contractor are prohibited from requiring a prime
contractor or a subcontractor to undertake any work that is det ermined to be beyond the
original scope of the prime contractor's or a subcontractor's c ontract or subcontract,
including work under a District-issued change order, when the a dditional work
increases the contract price beyond the not-to- exceed price or negotiated maximum
price of the underlying contract , unless the Contracting Officer:

(i) Agrees with the prime contractor and, if applicable, the subcontractor on a price for the
additional work;

(ii) Obtains a certification from the Chief Financial Officer that t here are sufficient
funds to compensate the prime c ontractor and, if applicable, th e subcontractor for the
additional work;
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(iii) Has made a written, binding commi tment with the prime contracto r to pay for the
additional work within 30 days after the prime contractor submits a proper invoice for the
additional work to the contracting officer; and

(iv) Gives written notice of the funding certification from the Chief Financial Officer to the
prime contractor;

Section 15.5.4.2 The Contractor is required to include in its subcontracts a cla use that
requires the prime contractor to:

(i) 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 wor k to be completed by the
subcontractor;

(ii) Pay the subcontractor any undisputed amount to which the subcon tractor is entitled
for any additional work within 10 days of receipt of payment for the additional work from
the District; and

(iii) 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 contracting officer; and

Section 15.5.4.3 The Department, Contractor, prime contractor, or a subcontracto r are
prohibited from declaring anothe r party to the contract to be i n default or assessing,
claiming, or pursuing damages for delays in the completion of t he 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 com ply with any order, directive, or request that
changes or modifies the requireme nts of this Contract unless is sued 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
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authority and no adjustment will be made in the Contract price to c o v e r a n y c o s t
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 pr ohibiting false or fraudulent
statements and claims made to DC government, including the pres criptions set forth in District of
Columbia Code §22-2514 and §§2-381.01 et seq. In the event that it is discovered that the Design-
Builder has made a false, fraudu lent or unsupported statement o r 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 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 co nstrued in favor of a broader scope of
Work for the Design-Builder, as the intent of the Agreement is, with specific identified exceptions,
to require the Design-Builder to assume entire responsibility for construction of the Project. If there
is any inconsistency among the do cuments comprising the Agreeme nt, the order of precedence
among them is as follows, with the first listed document having the highest priority:

1. This Agreement and its Modifications, Change Orders, Change Directives and any Exhibits
thereto;

2. The Department’s Standard Contract Provisions (Construction Services), as amended, and
any missing term in this Agreement shall be addressed in accord ance with the Standard
Contract Provisions; and

3. 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 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 the CO, or the duly authorized
Page 95 | 113

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, methods, 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 A greement 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 d elivered as follows: if hand
delivered, 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:

G e o r g e L e w i s S c o t t W h ittier
C h i e f P r o c u r e m e n t O f f i c e r P r e s i d e n t
Department of General Services BSC-CWC New For t Davis JV LLC
3924 Minnesota Ave, NE | 5th Floor 4910 Massachusetts Avenue N W
Washington, DC 20019 S u i t e 214
W a s h i n g t o n , D C 20016

This Section shall be read as imposing minimum requirements for distribution of required contractual
notices, and not as displacing distribution requirements with r espect to design documents,
construction submittals, periodic reports, and other documents.

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Section 15.14 Limitations.
The Design-Builder agrees that any statute of limitations appli cable to any claim or suit by the
Department arising from this Agreement or its breach shall be c ontrolled 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 document fu rnished pursuant to the Agreem ent 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 deem ed to be a waiver of the power , right, or remedy 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 effe cted 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 re medies will be exercised at its sole
discretion, and shall not be regarded as conferring any obligat ion on the Department's 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 negotiati ons, representations, course of
dealing, or agreements, either written or oral. No modification s to the Agreement shall be effective
against the Department unless made in writing signed by both th e 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 Depar tment’s ability 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, su ch invalidity, illegality or
unenforceability shall not affect any other provision of this A greement, and in lieu of each such
Page 97 | 113

invalid, illegal or unenforceable provision, there shall be add ed 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, lega l and enforceable; each part of t his Agreement is intended to be
severable.

Section 15.21 Anti-Deficiency Act.
The Department's obligations and responsibilities under the terms of the Agreement and the Contract
Documents are and shall remain subject to the provisions of (i) the federal Anti- Deficiency Act, 31
U.S.C. §§1341, 1342, 1349, 1350, 1351, (ii) the D.C. Code 47-10 5, (iii) the District of Columbia
Anti-fDeficiency Act, D.C. Code §§ 47-355.01 - 355.08, as the f oregoing statutes may be amended
from time to time, and (iv) Secti on 446 of the District of Colu mbia Home Rule Act. Neither the
Agreement nor any of the Contract Documents shall constitute an indebtedness of 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 Department has levied or pledged any form of taxation. IN
ACCORDANCE WITH § 446 OF THE HOME RULE ACT, D.C. CODE § 1-204.4 6, NO
DISTRICT OF COLUMBIA OFFICIAL IS AUTHORIZED TO O BLIGATE OR EXPE ND
ANY AMOUNT UNDER THE AGREEMENT OR CONTRACT DOCUMENTS UNLESS
SUCH AMOUNT HAS BEEN APPROVED, IS LAWFULLY AVAILABLE AND
APPROPRIATED BY ACT OF CONGRESS.

Section 15.22 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 shal l 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 agains t 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
Page 98 | 113

to the performance of the Agreement, the Department may, by wri tten 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:

a. to pursue the same remedies against the Design-Builder as it co uld 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 b e 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 15.25.2 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 Agree ment or to any benefit that ma y 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 an y such contracts by the Departme nt; 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 o f t h e D i s t r i c t i s d e
minimis.

Section 15.26 Ethical Standards for the Department's Employees And Former Employees. The
Department expects the Design-Builder to observe the highest et hical standards and to comply with
all applicable laws, rules, and regulations governing ethical conduct or conflicts of interest. Neither
the Design-Builder, nor any pers on associated with the Design-B uilder, shall provide (or seek
reimbursement for) any gift, grat uity, favor, entertainment, lo an, or other thing of value to any
employee of the District or the Department not in conformity wi th applicable law, rules or
regulations. The Design-Builder shall not engage the services o f any person or persons in the
employment of the Department or the District for any work requi red, contemplated, or performed
under the Agreement. The Design-Builder may not assign to any f ormer 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 assignmen t 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.

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Section 15.27 Non-Discrimination in Employment Provisions.

Section 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 const itute a violation of the Distric t of Columbia Human Rights
Act, effective December 13, 1977, as amended (D.C. Law 2-38; D.C. Official Code § 2-1401.01
et seq.) (“Act”, as used in this clause). The Design-Builder shall incl ude a similar clause in all
subcontracts, except subcontract s for standard commercial suppl ies 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.

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, s ex, age, marital status,
personal appearance, sexual orie ntation, family responsibilitie s, matriculation, political
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 regar d to their race, color,
religion, national origin, sex, age, marital status, personal a ppearance, sexual orientation,
family responsibilit ies, matriculation, pol itical 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 Departmen t, 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 paragraphs 1 and 2 of
Section 15.28.1(b) of this Agreem ent, concerning non-discrimina tion and affirmative
action.
Page 100 | 113

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 repres entative 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' representative 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 employm ent 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 Subcontrac tors, books, records, and
accounts for such purposes.
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 s ubcontract as the CO may
direct as a means of enforcing these provisions, including sanc tions 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 wi th the Protecting Pregnant Wo rkers 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 accomm odations to the known limitatio ns related to
pregnancy, childbirth, related medical conditions, or breastfee ding for an employee,
unless the Design-Builder can demonstrate that the accommodatio n would impose an
undue hardship;
2. Take an adverse action against a n employee who requests or uses a reasonable
accommodation in regard to the employee's conditions or privile ges of employment,
including failing to reinstate t h e e m p l o y e e w h e n t h e n e e d f o r reasonable
accommodations ceases to the employee's original job or to an e quivalent position with
equivalent:
i. Pay;
Page 101 | 113

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 t o 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, related
medical conditions, or breastfeed ing or the accommodation is no t 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 right to a needed
reasonable accommodation related to pregnancy, childbirth, rela ted 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 translati on 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 penaltie s as described in the PPWF
Act.

Section 15.27.3 UNEMPLOYED ANTI-DISCRIMINATION

a. The Design-Builder shall comply with the Unemployed Anti-Discri mination 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
Page 102 | 113

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 indicatin g that an individual's status as unemployed
disqualifies the individual for the job; or
ii. Any provision stating or indica ting that an employment agency w ill 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 s ubject 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 perf ormance 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:

“Pursuant to the instrument of assignment dated ___________, ma ke 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 f or inspection and copying any r ecord 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 contra ct is made. If the Design-Builder
receives a request for such information, the Design-Builder shall immediately send the request to the
Department, which provide the r e q u e s t t o t h e F O I A O f f i c e r f o r the agency with programmatic
responsibility in accordance with the D.C. Freedom of Informati on Act. If the agency with
programmatic responsibility receives a request for a record maintained by the Design-Builder pursuant
to the Contract, the Department 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 Department within the timeframe
designated by the Department. 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
Page 103 | 113

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 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 S, pursuant to D.C.
Official Code § 1-1161.01.

Section 15.31 NONPROFIT FAIR COM PENSATION ACT OF 2020, D.C. Cod e § 2-222.01 et
seq
Section 15.31.1 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 contract
pursuant to the nonprofit organization's unexpired Negotiated I ndirect 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 th e nonprofit organization
negotiated with any District agency within the past 2 years; ho wever, a nonprofit organization may
request to renegotiate indirect costs rates in accordance with Section 15.31.2; or
4. As calculated with a percentage rate and base amount, determine d by a certified public
accountant, as defined in the Act, using the nonprofit organiza tion'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 15.31.2 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 15.32.3 The Contractor shall pay its subcontractors which are nonprofit organizations
the same indirect cost rates as the nonprofit organization subc ontractors would have received
as a prime contractor.

Page 104 | 113

Article 16 TERMINATION OR SUSPENSION

Section 16.1 All terminations or suspensions arising out of or under this Ag reement 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 Proje ct 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 Depart ment’s decision to terminate under
this Section shall be made in the Department’s sole and absolut e 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 perf orm the Work diligently, in acc ordance 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 t he Agreement; or
2. The Design-Builder fails to perform the Work in a good and work manlike manner or to
correct defects in the Work promptly upon notice by the Department; or
3.
The Department reasonably determines that the Design-Builder ha s abandoned the Work,
or has failed to pay laborers, mechanics, materialmen, Subcontr actors 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 a ny chapter of the Bankruptcy Code or has an involuntary
petition filed against it under any chapter of the Bankruptcy C ode, or the Design Builder
has a receiver appointed, or files for dissolution or otherwise is dissolved; or
Page 105 | 113

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 n ot have the financial
ability to carry out its obligations under the Agreement and th e 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 t erminate the Agreement, under this Section 16.2, seven (7)
calendar days before actually putting the termination into effe ct. If the Design-Builder has
begun its corrective action and has made progress satisfactory to the Department within the
seven days, the Department may so notify the Design-Builder and the termination will not take
effect. Otherwise, the termination shall take effect after seve n days without further notice or
opportunity to cure.

Section 16.3.2 If the Department terminates the Agreement for default, the Dep artment will
have the right to take over the Work, to accept assignment of s ome or all Subcontracts or
agreements with material suppliers, to take possession of the P roject, to take and use all tools,
equipment and supplies then being used in connection with the Work, and to finish the Project
by whatever method it deems expe dient, including accepting assi gnment of all outstanding
Subcontracts and Supply Agreements.

Section 16.4 Termination for Convenience.

The Department may, upon seven (7) calendar days written notice to the Design- Builder, terminate
the Contract in whole or specified part, for its convenience, f or any reason whether the Design-
Builder is in breach of contract or not. The notice of terminat ion shall state the effective date of
termination, the extent of the termination, and any specific in structions. The termination for
convenience that arises out of or under this Agreement shall be in accordance with the terms of the
Standard Contract Provisions.

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 106 | 113

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 for the District of Columbia.

Page 107 | 113
Article 18 CHANGES IN THE WORK

Section 18.1 Changes Authorized.
In accordance with the Standard Contract Provisions (Construction Contract), 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. A ny such change must be conveyed
by the Department to the Design Builder via 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, may make changes
to the Agreement. In particular, but without limitation, a written Change Directive or Change Order
executed by the Department is th e only means by which changes m ay be made to the Substantial
or Final Completion Dates, the Design-Build Fee, or the GMP.

Section 18.3 Department-Initiated Changes

1. If the Department wishes to make a change in the Work or to acc elerate the Work, it will
execute and issue to the Design-Builder a written Change Direct ive, 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 Change Order or Change Directive into account.
2. Within ten (10) days of receiving a Change Directive, the Desig n-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 believe s it is entitled as a result o f the Change Directive. If
additional time is sought, a schedule analysis supporting the r equested 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, clarific ations, documentation or
back-up if the Department reason ably believes such additional i nformation is needed
to understand and evaluate the request. The additional informat ion required may include
cost and pricing data in accordance with the Department’s regul ations. Any requested
adjustment to the Guaranteed Max imum Price shall be limited to increased Cost of the
Work due to the Change Directive. The Design-Builder is not ent itled to any markup on
any kind of Change Orders excep t as authorized in Section 18.8, and if so authorized,
any mark-up shall be in accordance with Section 18.11.
Page 108 | 113

3. If the Department has not yet dir ected the Design-Builder to pr oceed 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 t o proceed, the Design-
Builder shall immediately proceed with the changed Work and, th e Department and the
Design-Builder shall use their good faith best efforts to reach an agreement upon the
modifications to the Substantial or Final Completion Dates, and /or the Guaranteed
Maximum Price that are justified by the Change Directive. If th e Department and the
Design-Builder reach agreement, the agreement shall be set fort h in a Change Order and
the Design-Builder shall also execute it, at which point it wil l 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
documentation as the Department may request, the Design-Builder m a y a s s e r t a c l a i m i n
accordance with the Agreement. In such a case, and subject to a djustment via the claims
and disputes process, the Department shall unilaterally grant t he Design-Builder such
adjustments, if any, to the Substantial or Final Completion Dat es, the Guaranteed
Maximum Price, and/or the Preconstruction or Design-Build Fee a s the Department has
judged to be appropriate.

Section 18.4 Notice of Change Event.
The Design-Builder must give the Department written notice of a ny 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 Completion Dates, or the Guaranteed Ma ximum 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 Guaranteed
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 reasona ble detail, all adjustments it
seeks to the Substantial or Final Completion Dates or the Guara nteed 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 adjustment to the Guaran teed Maximum Price shall be
limited in accordance with that Section 18.3.

Page 109 | 113
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 li mitations 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 Di ffering Site Conditions or Haza rdous Materials not
identified in the Preconstruction Phase.

Section 18.7 Deductive Change Orders.
The Department reserves the right to issue deductive Change Ord ers (reducing the Guaranteed
Maximum Price or modifying the Substantial or Final Completion Dates to an 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 Cha nge 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 c hanges authorized by the
Department unless such changes fall outside the general scope o f work contemplated by this
Agreement. The term general scope of work shall mean a state-of -the-art recreation center facility
that is consistent with the Department’s program of requirement s 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 Ag reement that cause the GMP,
either individually or in the aggregate, to increase by more th an ten percent (10%); or (ii) the
Department makes additions to the scope provided for herein whi ch (other than for punchlist or
warranty work) require the Desi gn-Builder’s services for the Pr oject to extend beyond 30 days
after Substantial Completion.

Section 18.9 Executed Change Orders Final.
The Design-Builder agrees that any Change Order 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 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, and that no further adjustments in compensation or time shall
Page 110 | 113
be sought or made with respect to the Change Directive or the C hange Event giving rise to the
Change Order. Although the Parties anticipate that most Change Orders will not require an
adjustment to the Cost of General Conditions, if the Work described in a Change Order requires an
increase or decrease in the Lump Sum General Conditions (i.e. b ecause such a Change requires
additional field staff or other equipment that would be classif ied as General Conditions Costs),
the Change Order shall contain an increase to the Design-Build Fee adjusting such amount. The cost
of processing a Change Order 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 entit lement to a change in the Agr eement, 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 re quest shall constitute a material
breach of the Contract and entitle the Department to all availa ble remedies for such breach,
including, without limitation, termination for default.

Section 18.11 Mark-Up on Trade Work.

The maximum mark up for Change O rder work shall be as follows:

1. Intervening tier Subcontractor shall be entitled to a mark-up o f 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 Subcontractor;

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 Subcontractor. Such
markup shall cover the same cost elements that were included in the Design-Build Fee;

3. Direct Cost of the Work shall in clude, 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 a bove the 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 labo r cost such as
insurance, taxes, fringe benefits and welfare provided such cos t s a r e c o n s i d e r e d
reasonable. Indirect costs shall b e itemized and verified by re ceipted invoices. If
verification is not possible, up to five percent (5%) of direct l a b o r c o s t s m a y b e
allowed.
Page 111 | 113

(b) Rented Equipment . Payment for required equipm ent 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 by Data Quest.
If actual rental rates exceed manual rates, written justificati on shall be furnished to
the Contracting Officer for c onsideration. No additional allowa nce will be made for
overhead and profit. The Design-Builder shall submit written ce rtification 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 c urrent appropriate monthly rate b y 176 hours. No
payment will be made under any ci rcumstances 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 rat e under this
subsection.

(d) Materials. Incorporated and unincorporated m aterials as permitted under Section
9.1.
Page 112 | 113
Article 19 CLAIMS & DISPUTE RESOLUTION
Section 19.1 All claims or disputes arising out of this Agreement shall be governed by the terms of the
Standard Contract Provisions (Construction Contracts and Architectural and Engineering Services).
Section 19.2 Notwithstanding any other provision of this Agreement to the contrary, neither party
including its officers, agents, servants, and employees, shall be liable to the other for lost profits or
any special, indirect, incidental, or consequential damages in any way arising out of this Agreement
however caused under a claim of any type or nature based on any theory of liability (including, but
not limited to contract, tort, o r warranty) even if the possibi lity of such damages has been
communicated.
For the avoidance of confusion, the Parties agree that this provision does not affect the Department’s
ability to assess Liquidated Damages as set forth in Section 14 . Furthermore, the Parties agree that
any acceleration costs required to complete the modernization w ork described in this agreement
shall not be considered consequential damages for purposes of this provision.
Article20— EXHIBITS
INWITNESSWHEREOR,thePartieshaveexecutedthisAgreement(DCAM-23-CS-REP-0037)throughtheirdulyauthorizedrepresentativesasofthelastdatewrittenbelow.
ExhibitA

ExhibitD
ExhibitE
ExhibitF
ExhibitG1
ExhibitG2
ExhibitH
ExhibitI
ExhibitJt
ExhibitJ2

ExhibitM
ExhibitN

FortDavis Community As-Built
ProjectScheduleDeliverableList
PreliminarySubcontractingPlanEqualEmploymentOpportunityStatementKeyPersonnel
DavisBaconActWageDetermination
Title29CodeofFederalRegulationsDesign-Builder’sDesignatedRepresentativesDepartmentsDesignatedRepresentativesStandardContractProvisions,General Provisions
(ConstructionContracts)StandardContractProvisions(Architecture/Engineering)Formof Lien Waivers
FormofGMP AmendmentReservedFF&E and Close-Out Deliverable(FF&E willbe providedatthe
timeofGMP)SubcontractorPerformance EvaluationForm
At-RiskPortionofDesign-BuildFeeReserved
2025LivingWageAct
CampaignFinanceReformActSelf-CertificationFormFirstSourceEmploymentAgreementandPlan
BuildingInformationModeling(BIM)
DEPARTMENT OF GENERAL BSC-CWC Fort Davis JV LLC
SERVICES,anagencywithintheexecutivebranch of the Government of the Districtof Columbia

Signature: Signature:_\}% a
Name: Name:__afeoz74/ kfc
Title: Its: Mane
Date: Date: é = é- as
Page 113|113
FOC
Exhibits
[EXHIBITS WILL APPEAR ON THE FOLLOWING PAGES]

Exhibit A1

Fort Davis Recreation Center As-Built
(Click on the Link below)

Fort Davis As-Built
Exhibit B
Project Schedule

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/52 /28 /3 /53 /54 /7 /24 □ /55 □ /56 /16 /54 /54 /16 /3 /57 /18 □ /52 /28 /17 /18 /2 /4 /27 /21 /2 /16 /28 /17
/11 /54 /54 □ /11 /21 /2 /16 /58 /16 /2 /16 /7 /18 □ /26 /7 /12 /28 /4 /2
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□ /98 □ /75 □ /67 /72 /70 /80 /89 /84 /114 /115 /73 /72 /103 /78 /84 □ /68 /80 /87 /72 /70 /71 /78 /84 /72 /70 /101 /92 /91 /88 /90 /91 /88 /95 /90 /75 /96 /97 /73 /75 /98 /99 □ /100 /98 /90 /75 /116 /72 /97 /75 /98 /91 □
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□ /23 /1 /125 /117 /117 /117 □ □ /52 /28 /17 /21 /7 /12 /2 □ /6 /7 /18 /16 /113 /17 □ /123 /3 /21 /53 /3 /113 /7 □ /1 /27 /127 /57 /16 /18 /18 /16 /28 /17 □ /117 /107 □ /117 /107 □ /104 /117 /117 /120 /117 /117 /121 □ □ □ /125 /117 /10 /126 /27 /54 /10 /110 /111 □ □ /100
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/52 /28 /3 /53 /54 /7 /24 □ /55 □ /56 /16 /54 /54 /16 /3 /57 /18 □ /52 /28 /17 /18 /2 /4 /27 /21 /2 /16 /28 /17
/11 /54 /54 □ /11 /21 /2 /16 /58 /16 /2 /16 /7 /18 □ /26 /7 /12 /28 /4 /2
/38 /39 /37 /31 /59 /31 /40 /41 /42 /41 /35 /46 /43 /60 /31 /61 /62 /31 /50 /63 /64 /64 /36 /35 /40 /31 /50
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□ /6 /90 /67 /67 /72 /67 □ □ /1 /27 /82 /57 /16 /2 /66 /6 /7 /18 /16 /89 /17 □ /6 /7 /58 /7 /54 /28 /12 /57 /7 /17 /2 □ /6 /28 /21 /18 /74 □ /65 /70 □ /67 /70 □ /65 /67 /67 /74 /67 /67 /75 □ /78 /67 /10 /23 /3 /4 /10 /78 /81 □ □ /79 /78 /67 /10 /23 /3 /4 /10 /78 /81 □ □ /79
□ /6 /90 /67 /90 /76 /67 □ □ /6 /87 /1 /88 /6 /85 /26 □ /6 /7 /18 /16 /89 /17 □ /26 /7 /58 /16 /7 /71 □ /83 /6 /6 /84 □ /65 /81 /70 □ /67 /70 □ /65 /67 /67 /74 /67 /67 /75 □ /78 /65 /10 /23 /3 /4 /10 /78 /81 □ □ /79 /65 /65 /10 /11 /12 /4 /10 /78 /81 □ □ /79
□ /95 /96 /96 /96 □ /98 □ /99 /100 /101 /102 /103 /104 /105 /106 /103 /107 /100 /101 □ /108 /100 /106 /102 /109 /96 /110 /111 /112 /113 /111 /109 /114 /98 /115 /116 /104 /98 /95 /117 □ /79 /109 /113 /98 /118 /119 /116 /98 /95 /117 □
□ /6 /72 /67 /67 /76 /67 □ □ /93 /3 /54 /27 /7 □ /68 /17 /89 /16 /17 /7 /7 /4 /16 /17 /89 □ /55 □ /52 /28 /17 /18 /2 /4 /27 /21 /2 /3 /82 /16 /54 /16 /2 /86 /65 /67 /70 □ /90 /70 □ /76 /67 /74 /67 /67 /75 □ /65 /73 /10 /11 /12 /4 /10 /78 /81 □ □ /79 /67 /81 /10 /23 /3 /24 /10 /78 /81 □ □
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□ /109 □ /98 □ /131 /126 /104 /132 /133 □ /118 /103 /126 /104 /103 □ /115 /134 /104 /119 /119 /123 /119 /101 /103 □ /135 /131 /118 /115 /136 /110 /95 /111 /95 /117 /111 /109 /121 /98 /137 /126 /101 /98 /95 /117 □ /79 /96 /117 /98 /137 /105 /101 /98 /95 /117 □
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□ /68 /1 /11 /65 /76 /67 □ □ /1 /27 /82 /57 /16 /2 /66 /83 /68 /1 /11 □ /65 /84 □ /85 /4 /28 /12 /28 /18 /3 /54 □ /65 /70 □ /67 /70 □ /65 /67 /67 /74 /67 /67 /75 □ /90 /65 /10 /80 /3 /17 /10 /78 /81 □ □ /79 /90 /65 /10 /80 /3 /17 /10 /78 /81 □ □ /79
□ /68 /1 /11 /65 /92 /67 □ □ /26 /7 /58 /16 /7 /71 □ /3 /17 /70 □ /11 /12 /12 /4 /28 /58 /7 /66 /83 /68 /1 /11 □ /65 /84 □ /85 /4 /28 /12 /28 /18 /3 /54 □ /65 /67 /70 □ /67 /70 □ /65 /67 /67 /74 /67 /67 /75 □ /67 /90 /10 /15 /7 /82 /10 /78 /81 □ □ /79 /65 /90 /10 /23 /3 /4 /10 /78 /81 □ □ /79
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□ /68 /1 /11 /65 /81 /67 □ □ /68 /1 /11 □ /78 □ /11 /89 /4 /7 /7 /57 /7 /17 /2 □ /11 /12 /12 /4 /28 /58 /7 /70 □ /67 /70 □ /67 /70 □ /67 /74 /67 /67 /75 □ □ □ /67 /81 /10 /80 /27 /17 /10 /78 /81 □ □
□ /95 □ /98 □ /141 /105 /126 /104 /126 /101 /103 /119 /119 /111 □ /125 /126 /142 /107 /123 /105 /123 □ /122 /104 /107 /106 /119 □ /135 /141 /125 /122 /136 /113 /95 /111 /113 /95 /111 /109 /109 /98 /137 /105 /101 /98 /95 /117 □ /96 /110 /98 /127 /106 /103 /98 /95 /117 □
□ /87 /23 /85 /65 /65 /67 □ □ /128 /4 /3 /70 /7 □ /129 /16 /70 /70 /16 /17 /89 □ /90 /67 /70 □ /90 /67 /70 □ /67 /74 /67 /67 /75 □ /65 /65 /10 /80 /27 /17 /10 /78 /81 □ □ /78 /90 /10 /80 /27 /54 /10 /78 /81 □ □
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/13 /8 /13 /14 /13 /8 /13 /25 /13 /8 /13 /143 /13 /8 /13 /22 /13 /8 /13 /144 /13 /8 /13 /145
/23 /11 /23 /80 /80 /11 /1 /77 /140 /6 /80 /15 /23 /11 /23 /80 /80 /11 /1 /77 /140 /6 /80 /15 /23 /11 /23 /80 /80 /11 /1 /77 /140 /6 /80 /15 /23 /11 /23 /80 /80 /11 /1 /77 /140 /6 /80 /15 /23 /11 /23 /80 /80 /11 /1 /77 /140 /6 /80 /15 /23 /11 /23 /80
/131 /146 /103 /119 /101 /111 /119 /111 □ /99 /147 /115 □ /148 /119 /149 /107 /119 /150 □ /98 □ /108 /108 □ /108 /119 /132 /126 /133/131 /146 /103 /119 /101 /111 /119 /111 □ /99 /147 /115 □ /148 /119 /149 /107 /119 /150 □ /98 □ /108 /108 □ /108 /119 /132 /126 /133/131 /146 /103 /119 /101 /111 /119 /111 □ /99 /147 /115 □ /148 /119 /149 /107 /119 /150 □ /98 □ /108 /108 □ /108 /119 /132 /126 /133/131 /146 /103 /119 /101 /111 /119 /111 □ /99 /147 /115 □ /148 /119 /149 /107 /119 /150 □ /98 □ /108 /108 □ /108 /119 /132 /126 /133/68 /69 /2 /7 /17 /70 /7 /70 □ /52 /15 /11 □ /26 /7 /58 /16 /7 /71 □ /10 □ /6 /6 □ /6 /7 /54 /3 /24
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/63 /61 /37 /41 /40 /41 /37 /47 □ /158 /38 /63 /61 /37 /41 /40 /41 /37 /47 □ /38 /31 /42 /61 /36 /41 /64 /37 /41 /35 /46 /159 /36 /41 /51 □ /38 /45 /36 /59 /31 /44 □ /38 /45 /36 /160 /61 /37 □ /43 /35 /44 /64 /161 /37 /39 /36 /37 /34 /41 /46 /41 /42 /60
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/52 /28 /3 /53 /54 /7 /24 □ /55 □ /56 /16 /54 /54 /16 /3 /57 /18 □ /52 /28 /17 /18 /2 /4 /27 /21 /2 /16 /28 /17
/11 /54 /54 □ /11 /21 /2 /16 /58 /16 /2 /16 /7 /18 □ /26 /7 /12 /28 /4 /2
/38 /39 /37 /31 /59 /31 /40 /41 /42 /41 /35 /46 /43 /60 /31 /61 /62 /31 /50 /63 /64 /64 /36 /35 /40 /31 /50
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□ /11 /65 /65 /78 /66 /68 □ □ /11 /12 /12 /4 /28 /58 /7 /69 /81 /3 /17 /72 /18 /21 /3 /12 /16 /17 /70 □ /71 /76 /72 □ /71 /76 /72 □ /68 /73 /68 /68 /74 □ /71 /71 /10 /6 /7 /21 /10 /66 /76 □ □ /68 /76 /10 /79 /3 /17 /10 /66 /80 □ □
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/157/158 /130 /112 /103 /107 □ /149 /109 /113 /147 □ /159 /112 □ /139 /106 /103 /121 /110 /104 □ /109 /107 /110 □ /128 /114 /120 /141 /105 /104 □ /105 /114 □ /137 /120 /155 /121 /106 /113/130 /112 /103 /107 □ /149 /109 /113 /147 □ /159 /112 □ /139 /106 /103 /121 /110 /104 □ /109 /107 /110 □ /128 /114 /120 /141 /105 /104 □ /105 /114 □ /137 /120 /155 /121 /106 /113/130 /112 /103 /107 □ /149 /109 /113 /147 □ /159 /112 □ /139 /106 /103 /121 /110 /104 □ /109 /107 /110 □ /128 /114 /120 /141 /105 /104 □ /105 /114 □ /137 /120 /155 /121 /106 /113/130 /112 /103 /107 □ /149 /109 /113 /147 □ /159 /112 □ /139 /106 /103 /121 /110 /104 □ /109 /107 /110 □ /128 /114 /120 /141 /105 /104 □ /105 /114 □ /137 /120 /155 /121 /106 /113/89 /12 /7 /17 □ /87 /3 /21 /54 □ /96 /12 □ /15 /16 /7 /55 /75 /18 □ /3 /17 /75 □ /53 /29 /27 /4 /2 /18 □ /2 /29 □ /73 /27 /93 /55 /16 /21
/144 /114 /114 /154 □ /130 /107 /104 /106 /105 /103 □ /102 /103 /104 /105 /106 /107 /108/144 /114 /114 /154 □ /130 /107 /104 /106 /105 /103 □ /102 /103 /104 /105 /106 /107 /108/144 /114 /114 /154 □ /130 /107 /104 /106 /105 /103 □ /102 /103 /104 /105 /106 /107 /108/144 /114 /114 /154 □ /130 /107 /104 /106 /105 /103 □ /102 /103 /104 /105 /106 /107 /108/26 /29 /29 /30 □ /89 /17 /18 /16 /2 /7 □ /67 /7 /18 /2 /16 /17 /74
/128 /146 /156 /160 /121 /109 /161 /106 /107 /108 □ /130 /107 /104 /106 /105 /103 □ /102 /103 /104 /105 /106 /107 /108/128 /146 /156 /160 /121 /109 /161 /106 /107 /108 □ /130 /107 /104 /106 /105 /103 □ /102 /103 /104 /105 /106 /107 /108/128 /146 /156 /160 /121 /109 /161 /106 /107 /108 □ /130 /107 /104 /106 /105 /103 □ /102 /103 /104 /105 /106 /107 /108/128 /146 /156 /160 /121 /109 /161 /106 /107 /108 □ /130 /107 /104 /106 /105 /103 □ /102 /103 /104 /105 /106 /107 /108/53 /57 /88 /125 /55 /3 /126 /16 /17 /74 □ /89 /17 /18 /16 /2 /7 □ /67 /7 /18 /2 /16 /17 /74
/162 /156 /152 /156 /137 □ /139 /106 /107 /109 /121 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107 /104/162 /156 /152 /156 /137 □ /139 /106 /107 /109 /121 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107 /104/162 /156 /152 /156 /137 □ /139 /106 /107 /109 /121 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107 /104/162 /156 /152 /156 /137 □ /139 /106 /107 /109 /121 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107 /104/23 /88 /68 /88 /73 □ /15 /16 /17 /3 /55 □ /66 /17 /18 /12 /7 /21 /2 /16 /29 /17 /18
/139 /106 /141 /103 □ /134 /121 /109 /141 /145 □ /137 /141 /103 /121 /106 /145 /106 /107 /109 /141 /135 □ /102 /103 /104 /105/139 /106 /141 /103 □ /134 /121 /109 /141 /145 □ /137 /141 /103 /121 /106 /145 /106 /107 /109 /141 /135 □ /102 /103 /104 /105/139 /106 /141 /103 □ /134 /121 /109 /141 /145 □ /137 /141 /103 /121 /106 /145 /106 /107 /109 /141 /135 □ /102 /103 /104 /105/139 /106 /141 /103 □ /134 /121 /109 /141 /145 □ /137 /141 /103 /121 /106 /145 /106 /107 /109 /141 /135 □ /102 /103 /104 /105/15 /16 /4 /7 □ /11 /55 /3 /4 /58 □ /73 /4 /7 /55 /16 /58 /16 /17 /3 /4 /24 □ /67 /7 /18 /2
/134 /106 /141 □ /142 /109 /145 /112 /121 /106 /107 /108/134 /106 /141 □ /142 /109 /145 /112 /121 /106 /107 /108 /134 /106 /141 □ /142 /109 /145 /112 /121 /106 /107 /108/134 /106 /141 □ /142 /109 /145 /112 /121 /106 /107 /108 /11 /16 /4 □ /1 /3 /58 /12 /55 /16 /17 /74
/142 /112 /141 /106 /107 /147 /121 /103 /141 □ /139 /114 /141 /145 /109 /121 □ /102 /103 /104 /105 /106 /107 /108 □ /151 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/142 /112 /141 /106 /107 /147 /121 /103 /141 □ /139 /114 /141 /145 /109 /121 □ /102 /103 /104 /105 /106 /107 /108 □ /151 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/142 /112 /141 /106 /107 /147 /121 /103 /141 □ /139 /114 /141 /145 /109 /121 □ /102 /103 /104 /105 /106 /107 /108 □ /151 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/142 /112 /141 /106 /107 /147 /121 /103 /141 □ /139 /114 /141 /145 /109 /121 □ /102 /103 /104 /105 /106 /107 /108 □ /151 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/1 /12 /4 /16 /17 /54 /55 /7 /4 □ /15 /29 /4 /58 /3 /55 □ /67 /7 /18 /2 /16 /17 /74 □ /56 □ /66 /17 /18 /12 /7 /21 /2 /16 /29 /17
/139 /106 /141 /103 □ /134 /121 /109 /141 /145 □ /139 /106 /107 /109 /121 □ /134 /113 /113 /103 /112 /105 /109 /107 /113 /103 □ /102 /103 /104 /105/139 /106 /141 /103 □ /134 /121 /109 /141 /145 □ /139 /106 /107 /109 /121 □ /134 /113 /113 /103 /112 /105 /109 /107 /113 /103 □ /102 /103 /104 /105/139 /106 /141 /103 □ /134 /121 /109 /141 /145 □ /139 /106 /107 /109 /121 □ /134 /113 /113 /103 /112 /105 /109 /107 /113 /103 □ /102 /103 /104 /105/139 /106 /141 /103 □ /134 /121 /109 /141 /145 □ /139 /106 /107 /109 /121 □ /134 /113 /113 /103 /112 /105 /109 /107 /113 /103 □ /102 /103 /104 /105/15 /16 /4 /7 □ /11 /55 /3 /4 /58 □ /15 /16 /17 /3 /55 □ /11 /21 /21 /7 /12 /2 /3 /17 /21 /7 □ /67 /7 /18 /2
/152 /121 /103 /138 /109 /105 /114 /141 □ /139 /106 /107 /109 /121 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/152 /121 /103 /138 /109 /105 /114 /141 □ /139 /106 /107 /109 /121 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/152 /121 /103 /138 /109 /105 /114 /141 □ /139 /106 /107 /109 /121 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/152 /121 /103 /138 /109 /105 /114 /141 □ /139 /106 /107 /109 /121 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/68 /55 /7 /59 /3 /2 /29 /4 □ /15 /16 /17 /3 /55 □ /66 /17 /18 /12 /7 /21 /2 /16 /29 /17
/163 /103 /109 /121 /105 /140 □ /109 /107 /110 □ /143 /106 /154 /103 □ /142 /109 /154 /103 /105 /135 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/163 /103 /109 /121 /105 /140 □ /109 /107 /110 □ /143 /106 /154 /103 □ /142 /109 /154 /103 /105 /135 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/163 /103 /109 /121 /105 /140 □ /109 /107 /110 □ /143 /106 /154 /103 □ /142 /109 /154 /103 /105 /135 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/163 /103 /109 /121 /105 /140 □ /109 /107 /110 □ /143 /106 /154 /103 □ /142 /109 /154 /103 /105 /135 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/127 /7 /3 /55 /2 /19 □ /3 /17 /75 □ /85 /16 /30 /7 □ /1 /3 /30 /7 /2 /24 □ /66 /17 /18 /12 /7 /21 /2 /16 /29 /17
/139 /106 /107 /109 /121 □ /149 /120 /106 /121 /110 /106 /107 /108 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/139 /106 /107 /109 /121 □ /149 /120 /106 /121 /110 /106 /107 /108 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/139 /106 /107 /109 /121 □ /149 /120 /106 /121 /110 /106 /107 /108 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/139 /106 /107 /109 /121 □ /149 /120 /106 /121 /110 /106 /107 /108 □ /111 /107 /104 /112 /103 /113 /105 /106 /114 /107/15 /16 /17 /3 /55 □ /87 /27 /16 /55 /75 /16 /17 /74 □ /66 /17 /18 /12 /7 /21 /2 /16 /29 /17
/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /134 /104 /101 /149 /120 /106 /121 /105 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /134 /104 /101 /149 /120 /106 /121 /105 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /134 /104 /101 /149 /120 /106 /121 /105 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /134 /104 /101 /149 /120 /106 /121 /105 /104/1 /27 /93 /58 /16 /18 /18 /16 /29 /17 □ /29 /30 □ /11 /18 /10 /87 /27 /16 /55 /2 /18
/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /130 /151 /162 □ /162 /109 /107 /120 /109 /121 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /130 /151 /162 □ /162 /109 /107 /120 /109 /121 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /130 /151 /162 □ /162 /109 /107 /120 /109 /121 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /130 /151 /162 □ /162 /109 /107 /120 /109 /121 /104/1 /27 /93 /58 /16 /18 /18 /16 /29 /17 □ /29 /30 □ /89 /56 /23 □ /23 /3 /17 /27 /3 /55 /18
/128 /114 /107 /105 /141 /109 /113 /105 /114 /141 /104 □ /137 /120 /107 /113 /140 /121 /106 /104 /105/128 /114 /107 /105 /141 /109 /113 /105 /114 /141 /104 □ /137 /120 /107 /113 /140 /121 /106 /104 /105/128 /114 /107 /105 /141 /109 /113 /105 /114 /141 /104 □ /137 /120 /107 /113 /140 /121 /106 /104 /105/128 /114 /107 /105 /141 /109 /113 /105 /114 /141 /104 □ /137 /120 /107 /113 /140 /121 /106 /104 /105/53 /29 /17 /2 /4 /3 /21 /2 /29 /4 /18 □ /73 /27 /17 /21 /19 /55 /16 /18 /2
/124 /160 /142 /156 /134 /141 /113 /140 □ /137 /120 /107 /113 /140 /121 /106 /104 /105 □ /160 /103 /107 /103 /141 /109 /105 /106 /114 /107/124 /160 /142 /156 /134 /141 /113 /140 □ /137 /120 /107 /113 /140 /121 /106 /104 /105 □ /160 /103 /107 /103 /141 /109 /105 /106 /114 /107/124 /160 /142 /156 /134 /141 /113 /140 □ /137 /120 /107 /113 /140 /121 /106 /104 /105 □ /160 /103 /107 /103 /141 /109 /105 /106 /114 /107/124 /160 /142 /156 /134 /141 /113 /140 □ /137 /120 /107 /113 /140 /121 /106 /104 /105 □ /160 /103 /107 /103 /141 /109 /105 /106 /114 /107/6 /125 /1 /88 /11 /4 /21 /19 □ /73 /27 /17 /21 /19 /55 /16 /18 /2 □ /125 /7 /17 /7 /4 /3 /2 /16 /29 /17
/137 /141 /103 /101 /142 /120 /155 /104 /105 /109 /107 /105 /106 /109 /121 □ /128 /114 /145 /112 /121 /103 /105 /106 /114 /107 □ /146 /109 /121 /147 /105 /140 /141 /114 /120 /108 /140/137 /141 /103 /101 /142 /120 /155 /104 /105 /109 /107 /105 /106 /109 /121 □ /128 /114 /145 /112 /121 /103 /105 /106 /114 /107 □ /146 /109 /121 /147 /105 /140 /141 /114 /120 /108 /140/137 /141 /103 /101 /142 /120 /155 /104 /105 /109 /107 /105 /106 /109 /121 □ /128 /114 /145 /112 /121 /103 /105 /106 /114 /107 □ /146 /109 /121 /147 /105 /140 /141 /114 /120 /108 /140/137 /141 /103 /101 /142 /120 /155 /104 /105 /109 /107 /105 /106 /109 /121 □ /128 /114 /145 /112 /121 /103 /105 /106 /114 /107 □ /146 /109 /121 /147 /105 /140 /141 /114 /120 /108 /140/73 /4 /7 /10 /1 /27 /93 /18 /2 /3 /17 /2 /16 /3 /55 □ /53 /29 /58 /12 /55 /7 /2 /16 /29 /17 □ /57 /3 /55 /54 /2 /19 /4 /29 /27 /74 /19
/102 /141 /109 /106 /107 /106 /107 /108 □ /109 /107 /110 □ /124 /103 /145 /114 /107 /104 /105 /141 /109 /105 /106 /114 /107/102 /141 /109 /106 /107 /106 /107 /108 □ /109 /107 /110 □ /124 /103 /145 /114 /107 /104 /105 /141 /109 /105 /106 /114 /107/102 /141 /109 /106 /107 /106 /107 /108 □ /109 /107 /110 □ /124 /103 /145 /114 /107 /104 /105 /141 /109 /105 /106 /114 /107/102 /141 /109 /106 /107 /106 /107 /108 □ /109 /107 /110 □ /124 /103 /145 /114 /107 /104 /105 /141 /109 /105 /106 /114 /107/67 /4 /3 /16 /17 /16 /17 /74 □ /3 /17 /75 □ /6 /7 /58 /29 /17 /18 /2 /4 /3 /2 /16 /29 /17
/139 /106 /107 /109 /121 □ /137 /120 /107 /113 /140 /121 /106 /104 /105 □ /128 /114 /145 /112 /121 /103 /105 /106 /114 /107/139 /106 /107 /109 /121 □ /137 /120 /107 /113 /140 /121 /106 /104 /105 □ /128 /114 /145 /112 /121 /103 /105 /106 /114 /107/139 /106 /107 /109 /121 □ /137 /120 /107 /113 /140 /121 /106 /104 /105 □ /128 /114 /145 /112 /121 /103 /105 /106 /114 /107/139 /106 /107 /109 /121 □ /137 /120 /107 /113 /140 /121 /106 /104 /105 □ /128 /114 /145 /112 /121 /103 /105 /106 /114 /107/15 /16 /17 /3 /55 □ /73 /27 /17 /21 /19 /55 /16 /18 /2 □ /53 /29 /58 /12 /55 /7 /2 /16 /29 /17
/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /146 /109 /141 /141 /109 /107 /105 /106 /103 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /146 /109 /141 /141 /109 /107 /105 /106 /103 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /146 /109 /141 /141 /109 /107 /105 /106 /103 /104/142 /120 /155 /145 /106 /104 /104 /106 /114 /107 □ /114 /154 □ /146 /109 /141 /141 /109 /107 /105 /106 /103 /104/1 /27 /93 /58 /16 /18 /18 /16 /29 /17 □ /29 /30 □ /57 /3 /4 /4 /3 /17 /2 /16 /7 /18
/102 /120 /141 /107 /114 /138 /103 /141 □ /114 /154 □ /134 /164 /106 /113 □ /142 /105 /114 /113 /147/102 /120 /141 /107 /114 /138 /103 /141 □ /114 /154 □ /134 /164 /106 /113 □ /142 /105 /114 /113 /147/102 /120 /141 /107 /114 /138 /103 /141 □ /114 /154 □ /134 /164 /106 /113 □ /142 /105 /114 /113 /147/102 /120 /141 /107 /114 /138 /103 /141 □ /114 /154 □ /134 /164 /106 /113 □ /142 /105 /114 /113 /147/67 /27 /4 /17 /29 /59 /7 /4 □ /29 /30 □ /11 /131 /16 /21 □ /1 /2 /29 /21 /54
/64 /62 /38 /42 /41 /42 /38 /48 □ /165 /39 /64 /62 /38 /42 /41 /42 /38 /48 □ /39 /32 /43 /62 /37 /42 /65 /38 /42 /36 /47 /166 /37 /42 /52 □ /39 /46 /37 /60 /32 /45 □ /39 /46 /37 /167 /62 /38 □ /44 /36 /45 /65 /168 /38 /40 /37 /38 /35 /42 /47 /42 /43 /61
□ /1 /2 /3 /4 /2 □ /6 /3 /2 /7 □ □ □ □ □ □ □ □ □ □ /8 /9 /10 /11 /12 /4 /10 /13 /14/15 /16 /17 /16 /18 /19 □ /6 /3 /2 /7 □ □ □ □ □ □ □ □ □ /20 /8 /10 /6 /7 /21 /10 /13 /22/6 /3 /2 /3 □ /6 /3 /2 /7 □ □ □ □ □ □ □ □ □ □ □ /8 /9 /10 /23 /3 /24 /10 /13 /25/26 /27 /17 □ /6 /3 /2 /7 □ □ □ □ □ □ □ □ □ □ □ □ /9 /13 /10 /23 /3 /24 /10 /13 /25 □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ □ /9 /8 □ □ /28 /29 □ /9 /8
/30 /31 /32 □ /34 /35 /36 /37 □ /38 /39 /40 /41 /42 □ /43 /35 /44 /44 /45 /46 /41 /37 /47 □ /43 /31 /46 /37 /31 /36 □ /48 /45 /41 /49 /50 /41 /46 /51
/52 /28 /3 /53 /54 /7 /24 □ /55 □ /56 /16 /54 /54 /16 /3 /57 /18 □ /52 /28 /17 /18 /2 /4 /27 /21 /2 /16 /28 /17
/11 /54 /54 □ /11 /21 /2 /16 /58 /16 /2 /16 /7 /18 □ /26 /7 /12 /28 /4 /2
/38 /39 /37 /31 /59 /31 /40 /41 /42 /41 /35 /46 /43 /60 /31 /61 /62 /31 /50 /63 /64 /64 /36 /35 /40 /31 /50
□ /52 /65 /66 /66 /67 /68 □ □ /67 /17 /69 □ /1 /7 /3 /18 /28 /17 □ /52 /28 /57 /57 /16 /18 /18 /16 /28 /17 /16 /17 /70 □ /71 /69 □ /71 /69 □ /68 /72 /68 /68 /73 □ /68 /74 /10 /75 /27 /17 /10 /67 /76 □ □ /66 /71 /10 /75 /27 /17 /10 /67 /76 □ □
□ /52 /65 /66 /68 /67 /68 □ □ /77 /4 /28 /78 /7 /21 /2 □ /52 /54 /28 /18 /7 /28 /27 /2 □ /66 /69 □ /66 /69 □ /68 /72 /68 /68 /73 □ /67 /79 /10 /11 /27 /70 /10 /67 /76 □ □ /67 /79 /10 /11 /27 /70 /10 /67 /76 □ □
□ /52 /65 /66 /68 /76 /68 □ □ /66 □ /80 /7 /3 /4 □ /56 /3 /4 /4 /3 /17 /2 /24 □ /81 /17 /18 /12 /7 /21 /2 /16 /28 /17 /18 □ /66 /69 □ /66 /69 □ /68 /72 /68 /68 /73 □ /82 /68 /10 /6 /7 /21 /10 /67 /76 □ □ /82 /68 /10 /6 /7 /21 /10 /67 /76 □ □
/13 /8 /13 /14 /13 /8 /13 /25 /13 /8 /13 /83 /13 /8 /13 /22 /13 /8 /13 /84 /13 /8 /13 /85
/23 /11 /23 /75 /75 /11 /1 /86 /87 /6 /75 /15 /23 /11 /23 /75 /75 /11 /1 /86 /87 /6 /75 /15 /23 /11 /23 /75 /75 /11 /1 /86 /87 /6 /75 /15 /23 /11 /23 /75 /75 /11 /1 /86 /87 /6 /75 /15 /23 /11 /23 /75 /75 /11 /1 /86 /87 /6 /75 /15 /23 /11 /23 /75
/88 /89 /90 □ /92 /93 /94 /95 /96 /89 □ /97 /96 /98 /98 /99 /95 /95 /99 /96 /89 /99 /89 /100/88 /89 /90 □ /92 /93 /94 /95 /96 /89 □ /97 /96 /98 /98 /99 /95 /95 /99 /96 /89 /99 /89 /100/88 /89 /90 □ /92 /93 /94 /95 /96 /89 □ /97 /96 /98 /98 /99 /95 /95 /99 /96 /89 /99 /89 /100/88 /89 /90 □ /92 /93 /94 /95 /96 /89 □ /97 /96 /98 /98 /99 /95 /95 /99 /96 /89 /99 /89 /100/13 /17 /69 □ /1 /7 /3 /18 /28 /17 □ /52 /28 /57 /57 /16 /18 /18 /16 /28 /17 /16 /17 /70
/101 /102 /96 /103 /93 /104 /105 □ /97 /106 /96 /95 /93 /96 /107 /105/101 /102 /96 /103 /93 /104 /105 □ /97 /106 /96 /95 /93 /96 /107 /105 /101 /102 /96 /103 /93 /104 /105 □ /97 /106 /96 /95 /93 /96 /107 /105/101 /102 /96 /103 /93 /104 /105 □ /97 /106 /96 /95 /93 /96 /107 /105 /77 /4 /28 /78 /7 /21 /2 □ /52 /54 /28 /18 /7 /28 /27 /2
/108 □ /109 /93 /94 /102 □ /110 /94 /102 /102 /94 /89 /105 /111 □ /112 /89 /95 /113 /93 /104 /105 /99 /96 /89 /95/108 □ /109 /93 /94 /102 □ /110 /94 /102 /102 /94 /89 /105 /111 □ /112 /89 /95 /113 /93 /104 /105 /99 /96 /89 /95/108 □ /109 /93 /94 /102 □ /110 /94 /102 /102 /94 /89 /105 /111 □ /112 /89 /95 /113 /93 /104 /105 /99 /96 /89 /95/108 □ /109 /93 /94 /102 □ /110 /94 /102 /102 /94 /89 /105 /111 □ /112 /89 /95 /113 /93 /104 /105 /99 /96 /89 /95/9 □ /80 /7 /3 /4 □ /56 /3 /4 /4 /3 /17 /2 /24 □ /81 /17 /18 /12 /7 /21 /2 /16 /28 /17 /18
/63 /61 /37 /41 /40 /41 /37 /47 □ /114 /38 /63 /61 /37 /41 /40 /41 /37 /47 □ /38 /31 /42 /61 /36 /41 /64 /37 /41 /35 /46 /115 /36 /41 /51 □ /38 /45 /36 /59 /31 /44 □ /38 /45 /36 /116 /61 /37 □ /43 /35 /44 /64 /117 /37 /39 /36 /37 /34 /41 /46 /41 /42 /60
Design and Preconstruction Phase Deliverables
Design and preconstruction 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) Closeout documents (Product Manuals, Warranties, etc.).
k) Quality Control Plan.
l) Quality Control Inspection Reports.
m) Corrective Action Plan if applicable.
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 Project 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.
EXHIBIT C
DELIVERABLES LIST
Close-Out Deliverables
Close-out deliverables shall include those outlined in (DGS Turnover Manual), including, but not limited
to the below items. If there is a conflict between DGS Turnover Manual and the deliverable list below,
DGS Turnover Manual 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.
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.

Exhibit D
Preliminary SBE Subcontracting Plan

SBE SUBCONTRACTNG PLAN | Revised October 2023
SBE Subcontracting Plan
FAQs & Checklist

This Checklist and FAQs are being provided to assist you in completing the SBE Subcontracting Plan . You
must submit th e Subcontracting Plan for all construction and non- construction contracts for government -
assisted projects and for any application for a Class A Operator, Class B Operator, or Management Service
Provider (MSP) license to be issued by the Office of Lottery & Gaming (OLG). You must adhere to all District
laws regarding the requirements of S ubcontracting Plans, the instructions on the SBE Subcontracting Plan
(below), and any instructions provided by the procuring agency or OLG.

FREQUENTLY ASKED QUESTIONS

 Who is required to complete an SBE Subcontracting Plan?
o All beneficiaries of construction or non-construction contracts for government-assisted projects in
excess of $250,000 must submit an SBE Subcontracting Plan unless the subcontracting
requirement is otherwise fully waived by the Director of the Department of Small & Local Business
Development. A partial waiver still requires an SBE Subcontracting Plan.
 What is the duration for allocating at least 35% of the contract value to SBE?
o For an agency contract at least 35% of the dollar volume of the contract shall be subcontracted to
a qualified SBE for each performance period for the life of the contract.
 I am a CBE Prime Contractor doing 100% of the work under my contract, am I required to complete
the SBE Subcontracting Plan?
o If a CBE Prime is selected as a beneficiary of a construction or non-construction contract and will
perform 100% of the work, subcontracting is not required. If 100% of the work is performed by the
CBE Prime, it shall attest to completing 100% of the work. However, if a CBE Prime subcontracts
any portion of the work, 35% of the total amount subcontracted must be with anSBE. For example,
if a CBE Prime receives a contract for $1,000,000 and will perform only $900,000 of the contract,
35% of the remaining $100,000 (i.e., $35,000) must be subcontracted to qualified SBEs. The SBE
Subcontracting Plan, based on this example, should be completed.
 Will DSLBD credit 100% of a CBE’s subcontract towards my subcontracting goal?
o DSLBD will only provide credit towards your subcontracting goal for work whereby a SBE provides
a commercially useful function. For example, if a Prime contractor awards a $100,000 contract to
an SBE subcontractor to procure software licenses at $95,000, and the remaining $5,000 is paid
to the SBE for obtaining those software licenses, only the $5,000 will be credited towards the
subcontracting goal. Any pass-thru costs or other work where the SBE is not providing a
commercially useful function--with its own organization and resources--will not be credited.
 Does my SBE Subcontracting Plan have to cover all options periods of the contract or solely the
current performance period?
o The SBE Subcontracting Plan should only include information for the current period of
performance. Thus, the SBE Subcontracting Plan should not represent anticipated option periods.
A new subcontracting plan must be submitted and executed before the start of each period of
performance.
 The base period of my contract was awarded during the COVID-19 Public Health Emergency (i.e.,
March 11, 2020, through November 5, 2021). What is my subcontracting requirement for my
performance periods that fall outside of those dates?
o If the base period of your contract was awarded during the public health emergency, you are
required to maintain a 50% subcontracting requirement for all options and extensions associated
with that contract unless otherwise reduced or waived by the Director of DSLBD.
 I do not believe I can meet the required 35% or 50% subcontracting requirement. What must I do to
waive this requirement?
o If you believe you cannot achieve the required subcontracting requirements, you should
communicate this concern to the contracting officer or other procuring staff before signing your
contract. Only the Director of DSLBD can waive the subcontracting requirements, and DSLBD
does not retroactively approve waivers. For instance, if a contract is executed before a final
determination has been rendered by DSLBD’s Director, you will be required to achieve the
subcontracting requirement, or the contract may be voided, pursuant to District law.
o T he contracting offi cer is required to submit a waiver request to DSLBD for the contract for each
period of performance. Beneficiaries are not permitted to submit a waiver request. DSLBD does

SBE SUBCONTRACTNG PLAN | Revised October 2023
not approve waivers retroactively; therefore, contracting officers and beneficiaries should ensure
that the waiver is approved prior to executing the contract. Otherwise, the contract is voidable
pursuant to District law.

 Can I utilize any CBE to meet my subconctrcting requirements or does it have to be an SBE
specifically?
If there are insufficient qualified SBEs to completely fulfill the subcontracting requirement, then the
requirement may be satisfied by subcontracting a CBE; provided, that all reasonable efforts shall
be made to ensure that qualified SBEs are significant participants in the overall subcontracting
work.

SBE SUBCONTRACTNG PLAN | Revised October 2023

SBE SUBCONTRACTING 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:
◊ For agency solicitations – submit to the agency with bid/proposal.
◊ For agency options & extensions – submit to the agency before an option or extension is
exercised.
◊ For 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.

CERTIFICATION 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 the 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 | Revised October 2023
SECTION 1.BENEFICIARY AND SOLICITATION/CONTRACT/SPORTS WAGERING
APPLICANTINFORMATION

Section 1A. BENEFICIARY INFORMATION

Company: ______________ Contact #: __________ Email address: ________________
Street Address: ____________________________ City/ State/ Zip Code: ____________________________
Company’s point of contact for agency contract, private project, or Sports Wagering Licensee:
Point of Contact: ________________ Title: ________________
Contact #: _____________ Email address: _________________
Street Address: ____________________________________

Section 1B. SOLICITATION/CONTRACT/SPORTS WAGERING APPLICANT INFORMATION

Solicitation /Contract/ApplicantNo.: ________________ Solicitation Due Date: ________________
Agency: _____________ Total Dollar Amount of Contract: _________________
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: ____%

Total Value of ALL CBE Subcontracts: _________________
(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 ____% of the contract’s total dollar volume of the contract or project.
Please provide the current C BE Certification Number of the CBE Prime.
 CBE Certification No. ______________

BCS-CWC New Fort Davis JV, LLC
4910 Massachusetts Ave, NW STE 214
Washington, DC 20016
DCAM-23-CS-RFP-0037
Department of General Services
$6,202,654
$2,485,392.00
X
X
Vsimmons@blueskyeconstruction.com
202-332-1125
Scott@blueskyeconstruction.com
President
Scott Whittier
4910 Massachusetts Ave, NW STE 214 Washington, DC 20016
703-624-7879
October 18, 2023
X
58
LSDRE77024112026

SBE SUBCONTRACTNG PLAN | Revised 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 a nd belief. Pursuant to D.C. Offici al Code § 22 -2402, I
understand that a person convicted of perjury shall be fined not more than $5, 000 or imprisoned for not
more than 10 years, or both. I understand that any false or fraudulent statement that I provide o r assert
may be grounds for revoca tion of my CBE reg istration pursuant to D.C. Official Code § 2- 218.63. Further,
a Prime Contractor, Dev eloper, CBE, Certified Joint Venture, or Sports Wagering Licensee that fails to
comply with the requirements of the Sma ll and Certified Business Enterprise Development and Assistance
Amendment Act of 2005, as amended, (D.C. Law 20 -108) (the “Act”), shal l be subject to pena lties as
outlined in the Act.

PRINT NAME: ____________________________ SIGNATURE: ____________________________
JOB TITLE: ____________________________ DATE: ____________________________

Section 2. SBE/CBE SUBCONTRACTORS (FOR EACH TIER):

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
___________________ _________________ ____ ________________ ________________

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: I f th e 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.)
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____
___________________ _________________ ____ $ ________________ ________________ ____

Kara DiGiovanni
Project Manager
5/16/2025
Perkins Eastman DC
One Thomas Circle NW
Suite 300 Washington,
DC 20005
$2,485,392.00
Design and Engineering
Services
LZR52731062
027
X
Mary Rankin
President
202-495-7430
m.rankin@perkinseastman.com
44

SBE SUBCONTRACTNG PLAN | Revised October 2023
AGENCY CONTRACT AWARD

Agency: ________
Prime Contractor: ________
Contract Number: ________
Date SBE Subcontracting Plan Accepted: ________
Date agency contract signed: ________

Anticipated Start Date of Contract: ________
Anticipated End Date of Contract: ________

Total Dollar Amount of Contract: $________

*Design-Build must include total contract amount for both
design and build phase of the project.

35% of the Total Contract Amount: $________

35% of the Applicable Performance Period: $________

50% of Total Dollar Amount of Contract: $______________
(pursuant to D.C. Law 24-39)

Total Amount of All SBE/CBE Subcontracts: $________
(include every tier)

(✓ if applies)
Base Period Contract – Option/Extension Period: ________
Multi-year Contract
First Year ( Period) of Contract: ________
Current Year (Period) of Contract: ________
Design-Build – Date of Guaranteed Contract: ________

Check if prime contractor is a CBE and will perform the
ENTIRE government-assisted project (agency contract) with its
own organization and resources and NOT subcontract any portion
of the services or goods.

PRIVATE PROJECT SUBSIDY AWARD

Agency Providing Subsidy: ________
District Subsidy: ________
Developer: ________
Amount of District Subsidy: ________
Date District Subsidy Provided/ contract signed: ________

Anticipated Start Date of Project: ________
Anticipated End Date of Project: ________

Project Name: ________
Project Address: ________

Total Development Project Budget: $________
(include pre-construction and construction costs)

35% of the Total Development Project Budget: $________

50% of Total Dollar Amount of Contract: $______________
(pursuant to D.C. Law 24-39)

Total Amount of All SBE/CBE Subcontracts: $________
(include every lower tier)

Check if developer is a CBE and will perform the ENTIRE
government-assisted project (private project) with its own
organization and resources and NOT subcontract any portion of
services or goods.

AGENCY CONTRACTING OFFICER’S AFFIRMATION OR AGENCY PROJECT MANAGER’S AFFIRMATION
(✓ which applies)

The below Agency Contracting Officer or Agency Project Manager affirms the following (✓ to affirm):
If the Beneficiary is a CBE, DSLBD was contacted to confirm Beneficiary’s CBE certification.

The fully executed Contract (Base or Option or Extension or Multi-Year) or subsidy document, between the Beneficiary and Agency, was
emailed to DSLBD at Compliance.Enforcement@dc.gov within five (5) days of signing:

FOR AGENCY CONTRACT the SBE Subcontracting Plan, submitted by Beneficiary, was emailed to DSLBD at
Compliance.Enforcement@dc.gov within five (5) days of signing the contract between the Beneficiary and Agency.

________
Name of Agency Contracting Officer or Agency Project Manager

________
Title of Agency Contracting Officer or Agency Project Manager

________
Signature
________
Date

Exhibit E
Equal Employment Opportunity Statement

EQUAL EMPLOYMENT OPPORTUNITY (EEO) POLICY STATEMENT
______________________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.
______________________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.
______________________AGREES TO POST IN CONSPICUOUS PLACES THE PROVISIONS
CONCERNING NON-DISCRIMINATION AND AFFIRMATIVE ACTION.
______________________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.”
______________________AGREES TO PERMIT ACCESS TO ALL BOOKS PERTAINING TO ITS
EMPLOYMENT PRACTICES , AND TO REQUIRE EACH SUBCONTRACTOR TO PERMIT ACCESS
TO BOOKS AND RECORDS.
______________________AGREES TO COMPLY WITH ALL GUIDELINES FOR EQUAL
EMPLOYMENT OPPORTUNITY APPLICABLE IN THE DISTRICT OF COLUMBIA.
______________________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.
_________________________________ __________________________
AUTHORIZED OFFICIAL AND TITLE DATE
________________________________ ___________________________
AUTHORIZED SIGNATURE NAME FIRM/ORGANIZATION
Blue Skye Construction, LLC
Blue Skye Construction, LLC
Blue Skye Construction, LLC
Blue Skye Construction, LLC
Blue Skye Construction, LLC
Blue Skye Construction, LLC
Blue Skye Construction, LLC
Scott Whitter, Member 12/7/23
Blue Skye Construction, LLC

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, ______________________________________________, THE AUTHORIZED REPRESENTATIVE OF
___________________________________________, HEREINAFTER REFERRED TO AS “THE
CONTRACTOR,” CERTIFY THT 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.
____________________________________________
CONTRACTOR
____________________________________________
NAME
____________________________________________
SIGNATURE
____________________________________________
TITLE
____________________________________________
CONTRACT NUMBER
____________________________________________
DATE
Scott Whittier
Blue Skye Construction, LLC
Blue Skye Construction, LLC
Scott Whittier
Member
DCAM-23-CS-RFP-0037
12/7/23

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 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 Multi-establishment Employer:
(1) . Single-establishment Employer Report (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. _______________________
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 a.
Address (Number and street) City or Town Country State Zip Code b.
b. Employer
Identification No.
2. Establishment for which this report is filed. OFFICIAL
USE
ONLY
a. Name of establishment c.
Address (Number and street) City or Town Country State Zip Code d.
b. Employer
Identification No.
3. Parent of affiliated Company
a. Name of parent or affiliated Company b. Employer Identification No.
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? 2. Is the major business activity at this establishment the same
Yes No Did not report Report on combined as that reported last year? Yes No
last year basis No report last year Reported on combined
basis
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).
Yes No
DAS 84-404 (Replaces D.C. Form 2640.9 Sept. 74 which is Obsolete) 84-2P891
Blue Skye Construction, LLC
4910 Massachusetts Ave, Ste 214 Washington USA DC 20016
1 4 1 9 7 8 8 1 0
Department of General Services
X X
X
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
Professionals
Technicians
Sales Workers
Office and
Clerical
Craftsman
(Skilled)
Operative (Semi-
Skilled)
Laborers
(Unskilled)
Service Workers
TOTAL
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. V isual 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.
____________________________________________________________________________________________________
Name of Authorized Official Title Signature Date
Name of person contact regarding Address
This report (Type of print) (Number and street)
Title City and State Zip Code Telephone Number Extension
4 4 1 3 1
1 3 3 4 2
1
1 1 1
7 8 4 8 3
Scott Whittier Member 12/7/23
Scott Whittier 4910 Massachusetts Ave NW Ste 214
Washington, DC 20016 202-332-1125
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 NUMBER: _________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:

TELEPHONE NO.
ADDRESS:
PROJECT NAME:
ADDRESS:

________ WARD NO:______
PROJECT DESCRIPTIONS:
SECTION II LIST ALL SUBCONTRACTORS THAT WILL BE UTILIZED OH THE ABOVE PROJECT
1. NAME OF SUBCONTRACTOR
2. ADDRESS
3. CONTACT PERSON
4. MBOC CERT. NO. 5. PHONE NO.
1. IS THIS A MINORITY SUB?
_______YES _______NO
2. TRADE OR BUSINESS PRODUCT
THAT SUB WILL PROVIDE.
1. $ AMOUNT OF-SUBCONTRACT
equals (=)
2. ________ % (percent) OF TOTAL
PRIME CONTRACT.
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO

2.
1. _________________________
equals (=)

2. _________________%

TOTAL DOLLAR AMOUNT SUBCONTRACTED TO 'MINORITY BUSINESS ENTERPRISES $______________________________

PERCENT OF PRIME CONTRACT. _________________%
6
SOLICITATION NO:___________________________
PROJECTED GOALS AND TIMETABLES FOR FUTURE HIRING
MINORITY GROUP EMLOYES 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: TITLE: SIGNATURE:
FIRM NAME: TELEHONE NO: DATE:
INDICATE IF THE PRIME UTILIZES A “MINORITY FINANCIAL ISTITUTION”
_____ Yes _____ No
NAME:
ADDRESS:
TYPE OF ACCOUNT/S:
3 1
1
4 1
Scott Whittier Member
Blue Skye Construction, LLC 202-332-1125 12/7/23
X
EQUAL EMPLOYMENT OPPORTUNITY (EEO) POLICY STATEMENT
______________________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.
______________________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.
______________________AGREES TO POST IN CONSPICUOUS PLACES THE PROVISIONS
CONCERNING NON-DISCRIMINATION AND AFFIRMATIVE ACTION.
______________________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.”
______________________AGREES TO PERMIT ACCESS TO ALL BOOKS PERTAINING TO ITS
EMPLOYMENT PRACTICES , AND TO REQUIRE EACH SUBCONTRACTOR TO PERMIT ACCESS
TO BOOKS AND RECORDS.
______________________AGREES TO COMPLY WITH ALL GUIDELINES FOR EQUAL
EMPLOYMENT OPPORTUNITY APPLICABLE IN THE DISTRICT OF COLUMBIA.
______________________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.
_________________________________
AUTHORIZED OFFICIAL AND TITLE DATE
________________________________ ___________________________
AUTHORIZED SIGNATURE NAME FIRM/ORGANIZATION
Coakley & Williams Construction, LLC
Coakley & Williams Construction, LLC
Coakley & Williams Construction, LLC
Coakley & Williams Construction, LLC
Coakley & Williams Construction, LLC
Coakley & Williams Construction, LLC
Coakley & Williams Construction, LLC
Coakley & Williams Construction, LLC
Terrence Caulfield, Managing Principal 12/7/23

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, ______________________________________________, THE AUTHORIZED REPRESENTATIVE OF
___________________________________________, HEREINAFTER REFERRED TO AS “THE
CONTRACTOR,” CERTIFY THT 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.
____________________________________________
CONTRACTOR
____________________________________________
NAME
____________________________________________
SIGNATURE
__ __________________________________
DATE
Coakley & Williams Construction, LLC
Coakley & Williams Construction, LLC
Terrence Caulfield
Terrence Caulfield
_________Managing Principal___________________________________
TITLE
D_CAM-23-CS-RFP-0037___________________
CONTRACT NUMBER
12/7/23_

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 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 Multi-establishment Employer:
(1) Single-establishment Employer Report (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. _______________________
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 a.
Address (Number and street) City or Town Country State Zip Code b.
b. Employer
Identification No.
2. Establishment for which this report is filed. OFFICIAL
USE
ONLY
a. Name of establishment c.
Address (Number and street) City or Town Country State Zip Code d.
b. Employer
Identification No.
3. Parent of affiliated Company
a. Name of parent or affiliated Company b. Employer Identification No.
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? 2. Is the major business activity at this establishment the same
Yes No Did not report Report on combined as that reported last year? Yes No
last year basis No report last year Reported on combined
basis
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).
Yes No
DAS 84-404 (Replaces D.C. Form 2640.9 Sept. 74 which is Obsolete) 84-2P891
Coakley & Williams Construction
7475 Wisconsin Ave Ste 900 Bethesda USA DC 20814
5 2 1 5 7 4 4 7 2
X X
X
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
Professionals
Technicians
Sales Workers
Office and
Clerical
Craftsman
(Skilled)
Operative (Semi-
Skilled)
Laborers
(Unskilled)
Service Workers
TOTAL
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.
______________
Name of Authorized Official Title Signature Date
Name of person contact regarding Address
This report (Type of print) (Number and street)
Title City and State Zip Code Telephone Number Extension
37
88
3
4
1
2
135
130
28
70
1
4
1
2
106
102
9
18
2
29
28
7
11
1
4
2 1
2
1
1
5
2
2
10
2
14
11 4
2
2 1
1
13
13
9
Managing Principal ________Terrence Caulfield__________________________ _______________________________________12/7/23_____
Nick Giacalone, Pursuit Manager 7475 Wisconsin Ave, Bethesda, MD 20814 240-581-3404

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 NUMBER: _________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:
TELEPHONE NO.
ADDRESS:
PROJECT NAME:
ADDRESS:
________ WARD NO:______
PROJECT DESCRIPTIONS:
SECTION II LIST ALL SUBCONTRACTORS THAT WILL BE UTILIZED OH THE ABOVE PROJECT
1. NAME OF SUBCONTRACTOR
2. ADDRESS
3. CONTACT PERSON
4. MBOC CERT. NO. 5. PHONE NO.
1. IS THIS A MINORITY SUB?
_______YES _______NO
2. TRADE OR BUSINESS PRODUCT
THAT SUB WILL PROVIDE.
1. $ AMOUNT OF-SUBCONTRACT
equals (=)
2. ________ % (percent) OF TOTAL
PRIME CONTRACT.
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
1.
2.
3.
4. 5.
1. MINORITY SUBCONTRACTOR
_______YES _______NO
2.
1. _________________________
equals (=)
2. _________________%
TOTAL DOLLAR AMOUNT SUBCONTRACTED TO 'MINORITY BUSINESS ENTERPRISES $______________________________
PERCENT OF PRIME CONTRACT. _________________%
6
SOLICITATION NO:___________________________
PROJECTED GOALS AND TIMETABLES FOR FUTURE HIRING
MINORITY GROUP EMLOYES 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: TITLE: SIGNATURE:
FIRM NAME: TELEHONE NO: DATE:
INDICATE IF THE PRIME UTILIZES A “MINORITY FINANCIAL ISTITUTION”
_____ Yes _____ No
NAME:
ADDRESS:
TYPE OF ACCOUNT/S:
Baboucarr Cham Business Unit Leader
Coakley & Williams Construction, LLC 240-581-3404 12/7/23
E
xhibit F
Key Personnel

SPECIALTY
PERKINS EASTMAN DC
Architect
COREY MURPHY
PAT MCCRARY
Kenny Myers
Business Unit Leader & Partner
Precon: 30% / Construction: 30%
Director of Preconstruction
Precon: 50% / Construction: 5%
Senior Superintendent
Precon: 40% / Construction: 100%
Senior Precon/ Design Manager &
Partner
Precon: 100% / Construction: 5%
BABOUCARR CHAM
ENGINEERING
PRECONSTRUCTION
TEAM
MEGAN ROSS
Project Manager
Precon: 50% / Construction: 100%
VANASSA SIMMONS
Project Executive
Precon: 30% / Construction: 30%
CMTA Wiles
Mensch Ehlert Bryan Schnabel WJE
Heller &
Metzger
Jordan
Honeyman
PolysonicsEHT
Traceries
FORT DAVIS COMMUNITY
CENTER BUILDING
PROJECT TEAM
Galbo +
Wolf LLC
Aquatic Design
Group
Sustainable
Building
Partners
PROPOSED PERSONNEL
All proposed personnel have the capacity to work on the Fort Davis
Community Center Building Project.
21 Years
2 Years with BSC
Precon 30%
Construction 30%
Project Executive
20 Years
20 Years with CWC
Precon 30%
Construction 30%Project Executive
Project Manager Precon 50%
Construction 100%
8 Years
8 Years with CWC
Senior Superintendent Precon 40%
Construction 100%
45 Years
24 Years with CWC
Role Years of
Experience
Vanassa Simmons
Baboucarr Cham
Megan Ross
Kenny Myers
% of Time on
Project
Senior Precon/ Design
Manager Precon 100%
Construction 5%
10 Years
9 Years with CWCPat McCrary
KEY PERSONNEL
WORKING RELATIONSHIPS
Name Position Truesdell
ES
USG Carl F. West SAARC Gonzaga
Vanassa
Simmons
PEX X
Baboucarr
Cham
PEX X X X
Megan
Ross
PM X X X X
Kenny
Myers
Senior
Super
X X
Pat
McCrary
Senior
Precon/
Design
Manager
X X X X X
Baboucarr has more than 20 years of
construction knowledge and experience. His
leadership will ensure the project has the
human and financial resources to execute
the work successfully. Baboucarr has access
to draw from our available workforce pool
as necessary to ensure that the project is
staffed appropriately and has full authority
to obligate Coakley & Williams Construction
on all price, scope, and schedule issues.
His monthly reviews will ensure we meet or
exceed all contract-specific requirements,
including safety, schedule, quality, and
security plans. In addition to providing
direction on major scheduling, purchasing,
and execution decisions, Baboucarr will
ensure the ultimate customer satisfaction
with our design-build team’s performance.
Education
M.B.A, Mount St. Mary’s University
M.S, Catholic University
B.S, Shepard University
Professional Registration
Memberships + Accreditations
OSHA 30-Hour Training
LEED AP
Baboucarr Cham
Business Unit Leader & Partner
Coakley & Williams Construction
Experience
Years in Industry: 20 years
Years in Current Role: 1 years
Years in Previous Roles:
Project Executive: 4 years
Senior Project Manager: 4 years
Project Manager: 8 years
Assistant Project Manager: 2
Project Workload NTP-Final Completion
Howard University Burr Gym Renovation
Carl F. West
Truesdell Elementary School
Relevant Project Experience
BUILDING THE DMV
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 5%
SD: 10%
DD: 10%
CD: 10%
Construction: 30%
Close Out: 5%
USG Health & Wellness Facility
McLean, VA
US Government/ Project Executive
Coakley & Williams Construction was selected to be general contractor
for the USG Health & Wellness Facility. This project is a fitness and well-
being facility for employees of the US Government. Construction consisted
of precast concrete, metal and glass, with the facility built on an existing
asphalt parking lot. The high security on this job was a large factor in the
construction process.
The Collection
Washington, DC
Chevy Chase Land Company/ Project Executive
CWC provided preconstruction and construction services for hardscapes
and bioretention ponds, two city blocks of pavers, an amphitheater,
granite curbs and pavers, plus overhead vehicle barriers and signage.
With expanded food and drink options, remodeled stores and a concert
series ushers in a more approachable, comfortable atmosphere. The
shopping center on Wisconsin Avenue in the Friendship Village area
shifted from luxury retail to more casual outlets.
Long Bridge Park Aquatics & Fitness Center
Arlington, VA
Arlington County/ Project Executive
CWC was awarded the prestigious Design-Build Services contract for
the Long Bridge Park Aquatics & Fitness Center in Arlington, VA. The LEED
Gold targeted project boasts a range of impressive features, including a
spacious lobby, versatile community meeting rooms, and an array of top-
of-the-line aquatics facilities. The aquatics facility includes a 50m com-
petition pool complete with 1m, 3m, and 5m diving platforms, as well as a
luxurious 4,000 SF leisure/family pool, tiered bleacher seating for up to 510
spectators, and wet classrooms. The fitness center offers an open cardio
area, a three-lane running track, a weight room, and a group exercise
room, in addition to men’s, women’s, and family locker rooms, staff offices,
and public restrooms. The Long Bridge Park Aquatics & Fitness Center
earned Best New Facility award for projects completed in 2021 by CMU.
Project Workload NTP-Final Completion
Gallaudet University- Hanson Park
GoGo Museum
Truesdell Elementary
St. Elizabeths- College Track STE
Relevant Project Experience
Vanassa Simmons
Vice President of Construction
Blue Skye Construction
Vanassa Simmons leads the Construction
Division at Blue Skye Construction. She
brings over 20 years in the industry and has
successfully delivered various high-profile
projects in and around the DMV Region.
Vanassa brings broad experience, genuine
passion and relationship building from
the Client to the End User, to help lead the
company into the future.
Education
Montgomery County
A.S. Construction Management
Philadelphia University
Post Baccalaureate in Accounting
Delaware State University
B.S. Business Administration
Professional Registration
Memberships + Accreditations
OSHA 30-Hour Training
Experience
Years in Industry: 20 years
Years in Current Role: 1 year
Years in Previous Role: 3 years
BUILDING THE DMV
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 10%
SD: 15%
DD: 15%
CD: 15%
Construction: 30%
Close Out: 25%
St. Elizabeths East Campus Development- Phase 1 Stage 1
Washington, DC
DMPD/ Construction Manager
New installation of approximately 7,000 LF of new wet utilities and 14,000
LF of new dry utilities as well as approximately 1.4 miles of new streets
and streetscape on 20 acres of land, Demolition of (3) non-contributing
Buildings- approx. 534,000 GSF, New Surface Parking- approx. 1200 spaces,
with other phases to be developed throughout the 183 acres of land that
encompass the East Campus. 20 Acres, $110M
Senate Square Towers
Washington, DC
Broadway Capital, LLC/ Project Manager
New construction residential building with 432 units and four levels below-
grade garage. 560,500-SF, $110.6 M
RISE Demonstration Center
Washington, DC
DMPD/ Construction Manager
Progression Place Project- United Negro College Fund
Headquarters
Washington, DC
Four Points, LLC/ Project Manager
Mixed-use facility which included an eight-story office building and a
nine-story residential building with 205 units and a two and half story
below-grade garage. 300,00-SF, $62.0 M
City Vista Towers
Washington, DC
DMPD/ Project Manager
Introduced the St. Elizabeth's East redevelopment as a forward-thinking,
vibrant, world-class project and gateway to the District’s 2050 economy.
Selected by the community, the name R.I.S.E. stands for Relate, Innovate,
Stimulate and Elevate. The space was a total build-out of an existing
Chapel, to include a flexible, class A Meeting and Demonstration space,
state of the art computer labs and classrooms, and a lecture hall.
Mixed-use development consisting of 685 residential units, 163,000-SF
of retail space and approximately 800 below-grade parking spaces.
1,200,000-SF, $162.5 M
Truesdell Elementary School
Washington, DC
DC DGS/ Project Executive
CWC will be providing Design Build Services for the Truesdell Elementary
School Modernization project. CWC is partnered VMDO Architects and
Blue Skye Construction on this exciting project. Construction will honor
the historic building, organize special spaces such as the gym, cafeteria,
music room, art studio, and the library. A new connecting bridge extends
to the south from the entry lobby and connects to a two story wing
containing the gym, dining, art, and music classrooms. This design allows
for wings to be seperated for after hours community use. This project
aims to achieve LEED Gold/Platinum, Zero Energy Certification, and WELL
Gold/Platinum.
As Senior Superintendent, Kenny is
responsible for execution in the field. Kenny’s
responsibilities include management of all
field activities, site logistics, coordination of
subcontractors, material, equipment & labor,
weekly subcontractor progress meetings,
enforcement of the Safety Plan, daily
documentation of site activities, training of
maintenance personnel for turnover, and
start-up/punch-out/turnover/occupancy.
Kenny Myers
Senior Superintendent
Coakley & Williams Construction
Experience
Professional Registration
Project Workload NTP- Final Completion
Madiera STEAM Building
Bullis Lower School
Relevant Project Experience
Project Role: Senior Superintendent
Time devoted to each phase of the project:
Concept: 50%
SD: 75%
DD: 100%
CD: 100%
Construction: 100%
Close Out: 100%
As the Project Manager, Megan has the
authority to obligate the company on matters
of cost, scope and schedule. He has access
to draw from our available manpower pool
as necessary to ensure that the project is
appropriately staffed and has the authority
to draw on any of our integrated service
resources as necessary. She coordinates
information flow and communication with
Owners, architects, subcontractors and local
government agencies during construction to
ensure the success of the project and mutual
satisfaction of all parties involved. She is also
responsible for contract completion and
closeout.
Education
Professional Registration
Megan Ross
Project Manager
Coakley & Williams Construction
Experience
Project Workload NTP-Final Completion
Fully Available
Project Role: Project Manager
Time devoted to each phase of the project:
Concept: 100%
SD: 100%
DD: 100%
CD: 100%
Construction: 100%
Close Out: 100%
Relevant Project Experience
Years in Industry: 8 years
Years in Current Role: 3 years
Years in Previous Role: 5 years
OSHA 30
2017 Rising Star Award of the Year Recipient -
ABC of Metro Washington
LEED AP BD+C
Procore Certifications: Architect, Engineer,
Subcontractor, Superintendent, Associate
Travelers Professional Crane Operations - Risk
Control Safety Certification
US Army Corp of Engineers - Construction
Quality Management Certification
B.S. Architecture, Catholic University of America
US Army Corps of Engineers Construction
Quality Management for Contractors
OSHA 10-Hour Occupational Safety and Health
OSHA 30-Hour Training
First Aid & CPR
Competent Person For Fall Protection,
scaffolding, excavations
MDE E&S Certification
Years in Industry: 45 years
Years in Current Role: 15 years
Years in Previous Role: 20 years
Avalon Elementary School
Fort Washington, MD
PGCPS/ Senior Superintendent
Construction of a new 70,000 SF elementary school. The structure is single
story, steel and masonry bearing, and includes classrooms, offices, a
multipurpose room, kitchen and all support facilities. The work included
new power service, tele data systems, AV systems, geothermal heating
and cooling. The site work included water, sewer and storm systems,
landscaping, fencing, paving, and offsite improvements.
BUILDING THE DMV
St. Anselm’s Abbey School Gymnaisum
Washington, DC
St. Anselm’s/ Senior Superintendent
Construction of a 40,000 SF gymnasium addition. The building exterior
includes cast stone, masonry and mortar elements to complement
the existing 1940’s era gymnasium structure. Phase II involved the total
transformation of the existing gymnasium into a performing arts theatre,
with recessed seating and a stage with all the latest stage effects.
Gonzaga College High School (Theatre & Gym)
Washington, DC
Gonzaga/ Senior Superintendent
Challenging occupied renovation and campus expansion on North
Capitol Street. The project included a new gymnasium constructed while
school was in session, renovation of the old gymnasium and several other
facilities and the existing theater, which was renovated into a modern
performance theater.
Gonzaga College High School (Garage & Stadium)
Washington, DC
Gonzaga/ Senior Superintendent
Following the West Campus Expansion and Historic Theater renovation
project, Gonzaga College High School selected CWC to provide
preconstruction and construction services for a new 109,800 SF, one-
story, parking garage constructed below-grade along with a new turf
athletic field and stadium seating on top of the parking structure. Locker
rooms, restrooms, and mechanical equipment rooms were provided at
the garage level. Eye Street, which cuts through campus, was also vastly
improved with brick pavers, granite walls, fencing, and an impressive
central gate with brick and stone arches. Gonzaga is located on a tight,
urban site off of North Capitol Street, NW in Washington, and remained
occupied during construction
Education
Associates, Charles County Community College
J.C.A.C Carpenter Apprenticeship School,
Superintendent Training Courses
Annacostia Recreation Center Renovations
Washington, DC
DC DGS/ Project Manager
Coakley & Williams Construction, Inc. provided preconstruction and con-
struction services for the first floor and basement
renovations totaling 9,000 SF. Renovations of the first floor and basement
focus on ADA compliance, HVAC upgrades, electrical
upgrades, and finish updates.
Southern Area Aquatic and Recreation Complex
Brandywine, MD
Maryland National Capital Park & Planning Commission/Asst. Super
CWC provided preconstruction and construction services for the new
2-story, 76,295 SF aquatics and recreation complex (SAARC). SAARC is
the first Multi-Generational recreation complex in Prince George’s County
Maryland. This simply means that SAARC was designed with every mem-
ber of the family in mind from the preschoolers to the grandparents! It
is a place where all members of the family can participate in activities
together. The first floor includes a reception area, gymnasium, natatorium,
building/pool support, multi-use rooms, program rooms, childcare facility,
locker rooms, event rooms, and a cafe. The second floor provides com-
munity space, fitness areas, and an elevated three lane running track that
will surround an open roof concept to view the first floor below. The gym
includes two basketball courts that can host a variety of sports activities.
The mezzanine above the courts will host a variety of community events,
as well as the fitness center & an elevated running track.
The Metropolitan Club
Washington, DC
Metropolitan Club/ Project Manager
CWC was awarded the partial renovation and rooftop addition project
at The Metropolitan Club. The two phase Renovation included extensive
structural support from basement level to the rooftop to support the new
addition structure and finish restoration. Addition activities included new
structural elements, architectural finishes, and a large scale mechanical
system upgrade. IPE roof decking system at two connected elevations
and green roof surround were installed as well.
Bancroft Elementary School
Washington, DC
DC DGS/ Project Manager
Coakley & Williams Construction was awarded the modernization and
expansion of Bancroft Elementary School in Washington, DC. Bancroft
consisted of five adjoining buildings totaling approximately 94,000 sf.
Of the five buildings, the 1923 and 1932 buildings along Newton Street,
totaling 37,938 sf of space, are considered to be historically significant by
the DC Historic Preservation Review Board. The modernization involved the
historic renovation of these two buildings as well as the demolition of the
other three buildings to make way for 74,362 sf of a new addition to make
the campus more unified, operational, and administratively functional.
The school now housed academic and administrative spaces; a media
center; full kitchen and cafeteria; and a multi-purpose hall. A 26,065 sf
above-grade parking garage was constructed as well. Renovation of the
exterior playgrounds and athletic field surfaces; green roofs; gardens, and
other storm water management features to meet DC’s requirement for
LEED Gold certification were included.
USG Health & Wellness
McLean, VA
U.S. Gov/ Project Manager
Coakley & Williams Construction is the general contractor for the USG
Health & Wellness Facility. This will be a fitness and well-being facility
for employees of the US Government. Construction will mainly consist of
precast concrete, metal and glass, with the facility built on an existing
asphalt parking lot. The high security on this job will be a large factor in
the construction process.
BUILDING THE DMV

Pat McCrary
Senior Preconstruction Manager & Partner
Coakley & Williams Construction
Pat has 10 years of construction knowledge
& experience. In 2013, he joined the
preconstruction team at CWC and quickly
rose to Senior Preconstruction Manager. Pat
has extensive expertise in estimating in a
negotiated environment.
As a Senior Preconstruction Manager, Pat
is responsible for providing costing and
value engineering solutions during design
development. He solicits proposals from
subcontractors, creates scope of work
for bids and budgets, performs internal
estimates for project budgets, attends site
visits and Owner meetings, and assembles
construction budgets. Pat is highly familiar
with the GMP approach to managing
preconstruction and construction activites.
Experience
Years in Industry: 10 years
Years in Current Role: 7 years
Years in Previous Role: 3 years
Education
B.S. Construction Management,
East Carolina University
Professional Registration
Memberships + Accreditations
LEED Accredited professional BD+C
OSHA 10-Hour Occupational Safety and Health
OSHA 30-Hour Training
Project Workload NTP- Final Completion
Truesdell Elementary School
BUILDING THE DMV
Project Role: Senior Precon / Design
Partner
Time devoted to each phase of the project:
Concept: 50%
SD: 50%
DD: 75%
CD: 75%
Construction: 0%
Close Out: 0%
Relevant Project Experience
Specializing for more than 30 years in large-
scale architecture and sustainable urban
and campus design, Matt brings unique
insights on challenges facing our cities,
towns, and campuses that have resulted
in a diverse portfolio of award-winning
work spanning national and international
contexts.
Ranging from waterfronts, new towns, and
neighborhoods to residential, civic, campus,
and mixed-use projects, Matt also lends
his nationally-recognized expertise as a
professor at the University of Maryland,
where he leads the urban design curriculum
and lectures on architecture and urban
design.
Education
Master of Architecture in Urban Design,
Cornell University

Bachelor of Architecture,
University of Notre Dame
Professional Registration
Memberships + Accreditations
Registered Architect licensed in the District of
Columbia, MD, and NY
Fellow of the American Institute of Architects
Fellow of the Congress of New Urbanism
Matthew Bell FAIA, FCNU
Principal-in-Charge
Perkins Eastman DC
Experience
Years in Industry: 30+
Years in Role: 20+
Project Workload NTP-Final Completion
Ongoing Confidential Project 1
Ongoing Confidential Project 2
Ybor City Tampa Master Plan
Relevant Project Experience
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 5%
SD: 10%
DD: 10%
CD: 10%
Construction: 10%
Close Out: 5%
Jellef Recreation Center Feasibility Study
Washington, District of Columbia
DGS/ Principal-in-Charge
This feasibility study examined the 18,861 sf of interior space as well as the
sports field and parking lot surrounding the Jellef Recreation Center. The
study proposed a new strategy for the building that retains the existing
gym and lower level program space on the western side, renovates and
enhances them, and adds an eastern side that contains multiple new
indoor programs that relieve current programming issues.
Deanwood Community Center & Library
Washington, District of Columbia
DGS/ Principal-in-Charge
An innovative joint-use LEED Silver facility featuring educational,
recreational, and athletic programs for all ages. Its variety of programs—
early care and education center, pool, sound recording studio, and public
library—serve the local community and patrons from across the city.
DGS Ward 8 Senior Wellness Center
Washington, District of Columbia
DGS/ Principal-in-Charge
The Ward 8 Senior Wellness Center will be a model for the next generation
of Senior Wellness Centers. The Center will include a flex, multipurpose
room, demonstration kitchen, and an interconnecting stair to provide
access to classrooms and admin support. The design of the Center will
respect the age and historic character of Kramer Middle School, located
adjacent to the site. Additional programming will include two basketball
courts, play field, and parking. The 15,000 sf building is Net-Zero Energy
ready.
Cleveland Park Library
Washington, District of Columbia
DCPL/ Principal-in-Charge
Architectural design of a new building for the busiest local branch library
in the District. The design takes cultural queues from the surrounding
neighborhood and matches the urban fabric. The new 21,500 sf library
achieved LEED Gold Certification.
Edlavich DC Jewish Community Center
Washington, District of Columbia
EDJCC/ Principal-in-Charge
Renovation of 57,500 sf of the DC JCC including early childhood and youth
programs, classrooms, multi-purpose space, fitness facility, and rooftop
event space.
Relevant Project Experience
Truesdell Elementary School
DC DGS/ Senior Preconstruction Manager
CWC will be providing Design Build Services for the Truesdell Elementary
School Modernization project. CWC is partnered VMDO Architects and Blue
Skye Construction on this exciting project. Construction will honor the historic
building, organize special spaces such as the gym, cafeteria, music room, art
studio, and the library. A new connecting bridge extends to the south from the
entry lobby and connects to a two story wing containing the gym, dining, art,
and music classrooms. This design allows for wings to be seperated for after
hours community use. This project aims to achieve LEED Gold/Platinum, Zero
Energy Certification, and WELL Gold/Platinum.
Edgewood Recreation Center
Washington, DC
DC DGS/Superintendent
Preconstruction and construction services were provided for the
modernization of this 3-story, 72,000 SF elementary school. The building
was initially built in 1896 and is a D.C. flagship school for deaf, hearing
impaired, and special needs children. The renovation was substantially
completed in just 12 weeks, to allow for school occupancy for the 2014/2015
academic year. The first phase of the renovation included a complete
modernization of the school’s facilities including mechanical, electrical
and plumbing systems, and the replacement of cooling systems. The
spaces were modernized to include classrooms, kitchen and equipment,
auditorium and the main lobby. Also included was the installation
of a security booth and reception area. The second phase included
modernization of the East Wing and administrative spaces, as well as
construction a skywalk between the wings. The project was designed and
built to achieve LEED Gold certification.
Kennilworth Recreation Center
Washington, DC
DC DGS/ Sr. Precon Design Manager
Coakley & Williams Construction provided preconstruction and construction
services for the renovation and expansion of an existing elementary
school to make way for a new 18,000 SF recreation center. This LEED Gold
facility was built within the first floor and north wing of the existing building
as well as constructed outside the existing footprint. New construction
included a gymnasium, fitness center, multi-purpose room, kitchen
area, computer lab, restrooms and locker rooms. A new pool deck area
accommodates 200 guests with a new activity pool and a leisure pool.
Long Bridge Park Aquatics & Fitness Center
Arlington, VA
Arlington County/ Sr. Precon Design Manager
CWC was awarded the prestigious Design-Build Services contract for
the Long Bridge Park Aquatics & Fitness Center in Arlington, VA. The LEED
Gold targeted project boasts a range of impressive features, including a
spacious lobby, versatile community meeting rooms, and an array of top-
of-the-line aquatics facilities. The aquatics facility includes a 50m com-
petition pool complete with 1m, 3m, and 5m diving platforms, as well as a
luxurious 4,000 SF leisure/family pool, tiered bleacher seating for up to 510
spectators, and wet classrooms. The fitness center offers an open cardio
area, a three-lane running track, a weight room, and a group exercise
room, in addition to men’s, women’s, and family locker rooms, staff offices,
and public restrooms. The Long Bridge Park Aquatics & Fitness Center
earned Best New Facility award for projects completed in 2021 by CMU.
Project Workload NTP-Final Completion
To ensure the highest level of client service and design
excellence, Ben Hurley Scarbro will serve as your Project
Manager at near full-time capacity.
Relevant Project Experience
Ben Hurley Scarbro
Project Manager
Perkins Eastman DC
Ben believes well-designed spaces are
those that extend an invitation. His approach
to architecture centers around inclusive
community engagement process that allows
multifaceted stories to become significant
elements for both design and program
development.
Education
Master of Architecture,
Judson University
Elgin, Illinois
Bachelor of Architecture,
Judson University
Elgin, Illinois
Professional Registration
Memberships + Accreditations
Revit Associate Certified
Experience
Years in Industry: 16 years
Years in Current Role: 2 years
Years working on projects of equal
or greater contract value: 10 years
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 50%
SD: 75%
DD: 75%
CD: 100%
Construction: 50%
Close Out: 20%
Rama III International School
Bangkok, Thailand
Country Group Development/Project Architect
Located on a long narrow site, the challenge was to create an integrated
and cohesive campus, which met the client’s requirements for a 1700
student, pre K-12, international school learning environment. Site
constraints dictated a vertical campus solution, which integrated
academics, sports, performing arts, fine arts, science, media and
community space arranging major program components linearly in a
series of interconnected pavilions. Given the tight site constraints and
the desire to provide a connection with nature throughout the campus
and promote student well-being and interaction, a series of planted
breezeways (extended learning and social spaces) between the pavilions
and a planted roofs, made accessible for student use and activity
became design features that give the school its strong identity. 430,556-
SF.
375 M Street
Washington, DC
Brookfield Properties/ Project Architect
Project Architect for the 12-story mixed-use building located adjacent
to the Waterfront Metro Station. The project includes a 6,000 sf public
community center, below-grade parking, ground floor retail, second floor
office space, and residential units. The building incorporates sustainable
design measures including high performance envelope systems and on-
site renewable energy sources. 339,815-SF.
Browne Education Campus Modernization
Washington, DC
DGS/ Project Architect
Design and construction services for the modernization of the historic
Browne Education Campus. This Design-Build project, which will be
completed in two phases, includes renovations to existing portions of
the facility, new roof, new building systems, full site and public space
improvements, as well as temporary swing-space accommodations.
127,00-SF.
US Naval Academy Alumni Association & Foundation
Annapolis, MD
US Naval Academy Alumni Association & Foundation/ Project
Manager
Project Manager for the new U.S. Naval Academy Alumni Association and
Foundation. Project consisted of a 74,000 sf two (2) story building that
provides 45,000 sf of interior space, 23,000 sf of underground parking
and 6,000 sf of and outdoor deck. As a key entry point into the city, the
design is anchored around broad themes of connection, communication,
collaboration, discovery, community, and legacy.
Art Place at Fort Totten
Washington, DC
Morris & Gwendolyn Cafritz Foundation/ Project Architect
New mixed-use neighborhood near the Fort Totten Metro including a
Family Entertainment Zone that will incorporate a 30,000 sf children’s mu-
seum and a 78,000 sf location for experiential outlet, as well as 35,000 sf
of retail including ground-floor art studios and makerspaces. 2,000,000-
SF.
Project Workload NTP-Final Completion
To ensure the highest level of client service and design
excellence, Hui Sheng will serve as your Project Architect at
near full-time capacity.
Relevant Project Experience
Hui Sheng LEED AP BD+C
Project Architect
Perkins Eastman DC
Hui is a licensed architect with a passion for
community-oriented projects. She is interested
in enhancing the users’ experiences and
hearing from the broader community’s voice
through designing, renovating, and creating
spaces for all those who have different kinds
of connections with the building and its
surrounding neighborhood. Fundamental
to her work is the belief that good design is
sustainable design, and strives to find creative
yet practical design solutions that push the
envelope on sustainability with every project.
Education
Master of Architecture,
Syracuse University
Bachelor of Architecture,
Chengdu University College
Professional Registration
Memberships + Accreditations
Registered Architect licensed in the District of
Columbia.
Member of the American Institute of Architects
(AIA)
LEED AP BD+C certification
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 75%
SD: 100%
DD: 100%
CD: 100%
Construction: 100%
Close Out: 25%
Loudoun Station Phase III
Loudoun, Virginia
Comstock Properties/ Project Architect
Loudoun Station Phase III Building G is a residential building
encompassing 350,500 gross square feet (GSF), offering 246 units
comprising Studio, One Bedroom, Two Bedroom, and Three Bedroom
apartments. Building G is interconnected with Building H, a parking
garage spanning 335,000 GSF, accommodating 1,014 parking spaces.
Bard High School Early College
Washington, District of Columbia
DGS/ Project Architect
Browne Education Campus Modernization
Washington, DC
DGS/ Project Architect
Design and construction services for the modernization of the historic
Browne Education Campus. This Design-Build project, which will be
completed in two phases, includes renovations to existing portions of
the facility, new roof, new building systems, full site and public space
improvements, as well as temporary swing-space accommodations.
127,00-SF.
Design and construction services for a fully modernized Bard High School
Early College program at the current site of the former Malcolm X Elemen-
tary School. The Project, which will be completed in two phases, includes
renovation of a portion of the existing facility, and constructing a new
addition, to create approximately 115,000 gross square feet of learning
space.
Eliot-Hine Middle School
Washington, District of Columbia
DGS/ Project Architect
Renovation and modernization of Eliot-Hine Middle School, located in
the Kingman Park/Hill East neighborhood. A full renovation will allow the
existing facility to better accommodate its International Baccalaureate
(IB) educational program. The school design is on track to receive LEED -
Schools v.4 Gold Certification. 143,454 SF.
Experience
Years in Industry: 9 years
Years in Current Role: 5 years
Years working on projects of equal or greater contract
value: 5 years

Ahmed Zaman is an architect currently
practicing in Washington, DC. He values
the social, contextual, and cultural ideas
that come forth during the design process.
Ahmed’s strengths include leading &
co-creating during all phases of design:
narratives/concepts, feasibility studies,
technical drawings, & facilitating project
delivery in construction. He is an instrumental
connector & collaborator across teams,
disciplines, & clients, and focuses on big
picture thinking & concepts, while delivering
the small grain & particulars that holistically
form the overall vision and/or scope of work.
Education
Master of Architecture,
University of Maryland,
Bachelor of Science in Architecture,
University of Maryland
College Park, Maryland
Professional Registration
Memberships + Accreditations
Registered Architect licensed in the District of
Columbia
Member of the American Institute of
Architects (AIA)
Member of the National Organization of
Minority Architects (NOMA)
Ahmed Zaman AIA, NOMA
Client Liaison
Perkins Eastman DC
Experience
Years in Industry: 12 years
Years in Role: 4 years
Project Workload NTP-Final Completion
DGS Ward 8 Senior Wellness Center
1875 K Street Public Spaces Renovation
600 13th Street NW Renovations
Relevant Project Experience
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 5%
SD: 5%
DD: 3%
CD: 0%
Construction: 0%
Close Out: 0%
McClendon Center
Washington, District of Columbia
McClendon Center/ Project Architect
McClendon Center is an organization that provides mental health services
for underserved and at-risk community in Washington DC. The project
is centered on the relocation and consolidation of multiple facilities into
a single new or renovated mental health services facility. The relocation
will place the new facility closer to the community it serves, and the new
building will focus on users’ wellness through biophilic design.
DGS Ward 8 Senior Wellness Center
Washington, District of Columbia
DGS & DACL/ Lead Project Designer
The Ward 8 Senior Wellness Center will be a model for the next generation
of Senior Wellness Centers. The Center will include a flex, multipurpose
room, demonstration kitchen, and an interconnecting stair to provide
access to classrooms and admin support. The design of the Center will
respect the age and historic character of Kramer Middle School, located
adjacent to the site. Additional programming will include two basketball
courts, play field, and parking. The 15,000 sf building is Net-Zero Energy
ready.
DC DGS Northeast Heights Headquarters
Washington, District of Columbia
DGS/ Project Architect
A new 290,000 gsf headquarters office for the DC Department of General
Services (DGS) office in Ward 7. The five-story office building is designed
as Class-A with an occupiable penthouse above grade and one story of
parking below grade. Amenities will include outdoor terraces at the main
roof and the second floor, a fitness center with locker rooms and yoga
room, a bike room, mothers’ rooms, and a public café. The new office
building is targeting LEED v4 BD+C Silver certification.
2 Bethesda Metro Center
Bethesda, Maryland
The Chevy Chase Land Company/ Project Designer
$25M renovation project to reposition the 290,318 sf 2 Bethesda Metro
Center. Renovations to the ground level will include a new building
façade, a relocated entryway off the metro and a new lobby with
expanded gathering areas. A new dedicated amenity building will provide
fitness center, rooftop patio with open-air fitness space, covered walkway
and conference center with tenant lounge, pool table and kitchen.
Project Workload NTP-Final Completion
As Vice President and Partner in charge of multiple CMTA
offices, Mr. Mussler oversees all major projects out of his
offices. However, he has sufficient availbilty to dedicate to
this project.
Relevant Project Experience
Kevin Mussler
Vice President
CMTA, Inc.
As Vice President and Partner in charge
of the Lexington, Kentucky; Washington,
D.C., Richmond, Virginia and Chattanooga,
Tennessee offices, Kevin continues to grow his
notable project management skills for many
significant projects designed by CMTA.
He has completed numerous projects
throughout the country for local government,
health care, laboratory, education, and
commercial clients.
DC DGS is one of Kevin’s major clients, having
completed multiple K-12 projects and a recent
community center project.
Education
University of Kentucky
B.S. Mechanical Engineering
Professional Registration
Memberships + Accreditations
Licensed Professional Engineer
Experience
Years in Industry: 30 years
Years in Current Role: 13 years
Years in Previous Role: 17 years
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 15%
SD: 15%
DD: 15%
CD: 15%
Construction: 10%
Close Out: 10% Arlington County Parks and Recreation, Lubber Run Community
Center
Arlington, VA
Arlington County Parks & Rec/Principal in Charge
The Lubber Run Community Center Project is a collaboration between the
County and
the Arlington Community to replace the decades old building. The 53,165
SF community center has multipurpose rooms for recreation programs for
a variety of ages, a fitness
center with locker rooms, a gymnasium, a preschool program, community
meeting
rooms, kitchen, reception, and program administration areas. The building
is LEED Silver Targeted and Net Zero Energy, pending installation of PV solar
array. 53,000 SF, $46.5M
Fairfax County Department of Public Works, Old Mount Vernon High
School Community Center
Fairfax, VA
Fairfax County Dept. of Public Works/Principal in Charge
Existing historical buildings are undergoing the replacement of roofing,
mechanical,
electrical, and plumbing systems, fire protection and security systems,
HazMAT remediation, ADA compliance, potential demolition of non-historic
buildings, and
associated sitework and infrastructure improvements/replacement,
including trails. The county intends to repurpose the space for uses such
as: educational, childcare and
childhood education programs, theater, gymnasium, food service, and
innovative
community and incubation spaces. 150,000 SF, $55M
DC Department of General Services, Stead Park
Washington, DC
DC DGS/Principal in Charge
DC Department of Parks and Recreation, Ferebee Hope Community
Center
Washington, DC
DC Department of Parks & Rec/Principal in Charge
KIPP DC built a new recreation center at Ferebee Hope to be operated
by the Department of Parks & Recreation (DPR). The new recreational
campus includes a family pool, gymnasium, multi-purpose area, boxing
ring, computer lounge, locker and shower spaces, four partnering spaces
to be used for leasing to local associated businesses, exterior baseball
field, basketball court, community garden, and a green roof. The project is
targeting LEED Silver. 24,000 SF, $10M
New recreational facility to meet the District of Columbia Department of
General Services’ programmatic requirements – modernizing the Stead
Park Recreation Center.
The Park underwent a renovation and addition to bring certain elements
up-to-date and contribute to the overall improvement of the park. The
existing playground was replaced as well. The project is targeting Net Zero
Energy. 16,750 SF, $10M
Ben joined CMTA in 2011. He has extensive
experience in the design of mechanical
systems for local government, K-12, higher
education and health care clients. His
experience includes extensive phased
occupied HVAC renovations as well as new
construction served by several systems
including but not limited to geothermal
water-source heat pump systems and
variable refrigerant flow systems.
DC DGS is one of Ben’s major clients, having
completed multiple K-12 projects for them.
Education
University of Kentucky
B.S. Mechanical Engineering
Professional Registration
Memberships + Accreditations
Licensed Professional Engineer
Sr. Mechanical Engineer / Project Manager
CMTA, Inc.
Experience
Years in Industry: 14 years
Years in Current Role: 7 years
Years in Previous Role: 7 years
Project Workload NTP-Final Completion
IAD New Terminal
Russellville Independent Schools Athletic Complex
Hopkins Elementary School
Relevant Project Experience
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 20%
SD: 20%
DD: 20%
CD: 20%
Construction: 15%
Close Out: 15%
DC Department of General Services, John Lewis Elementary School
Washington, DC
DC DGS/ Project Manager
DC Department of General Services, Bard High School
Washington, DC
DC DGS/ Project Manager
As part of DC Public School’s Capital Improvement Plan, Bard High School
was identified as a facility needing full renovation and modernization. The
facility at 1351 Alabama Avenue is being redesigned and modernized to
become the new home of Bard High School Early College DC, a district-
wide high school program whose students work towards both a high
school diploma and an Associates Degree. The four-story building is
undergoing changes to move from an open-plan elementary school to
a 21st Century high school facility. Phase II of the project will also provide
significant improvements to the site. CMTA provided MEP design and
technology design services for this renovation/addition of the 115,000 SF
facility. The project is targeting LEED Certified and WELL Certification.
DC Department of General Services, Smothers Elementary School
Washington, DC
DC DGS/ Project Manager
The school was expanded from 43,400 SF to approximately 66,100 SF
to accommodate today’s educational and operational demands,
including larger learning spaces, separate dining and gym areas, and full
accessibility. Improvements include all new systems, such as HVAC and
plumbing, new furniture, and technology upgrades to enhance the overall
educational experience for students and staff. The team optimized key
surface ratios, including east/west fenestration, window-to-wall ratio and
orientation. The team optimized insulating values of the windows, walls
and glazing and reviewed solar heat mapping. Daylighting concepts in the
classrooms will review glare and annual sunlight exposure. 66,100 SF, $55M
The modernization involved demolishing the existing facility and con-
structing a new
two-story facility on the property to meet the educational specification
requirements. The new school is designed as an energy efficient building
and is targeting LEED
Platinum. The school is designed as a highly energy-efficient Net Zero
facility, which
produces onsite, carbon-free renewable energy in an amount sufficient
to offset the school’s annual energy use via a photovoltaic solar panel
array. The project is targeting WELL certification which optimizes student
well-being and academic performance by promoting healthy learning
environments and improving the wellness and well-being of students. The
project received the 2022 AIA DC Architecture Award and is targeting LEED
Platinum, Zero Energy, and WELL Certification. 98.000 SF, $65M.
DC Department of General Services, Benjamin Banneker High
School
Washington, DC
DC DGS/ Project Manager
This new 178,000 square foot, 21st century learning environment is
accommodating
approximately 800 students. Serving a large minority population from all
parts of the city, the newly built high school was relocated to the corner of
Rhode Island Avenue and Ninth Street NW. The (current) old high school
campus, located at the 800 block of Euclid Street NW, will be reserved and
utilized for a new Shaw Middle School.
Project Workload NTP-Final Completion
Arcola Tech Park
St. Elizabeth’s - Phase 10
Cedar Heights Playground
Meridian & Oak
Relevant Project Experience
Scott Weber
Senior Surveyor
Wiles Mensch Corporation - DC (WM)
Mr. Weber has over 35 years of surveying
experience. He’s supported various athletic and
community projects throughout the region,
including community projects for DC
DGS. He is proficient in CAD, enabling him to
provide surveyed field data in AutoCAD Civil 3D
file format as a basis for the design team. Mr.
Weber will oversee the team’s surveying efforts
under this contract.
Education
Virginia Polytechnic Institute
B.S., Forestry/Wildlife Management
Professional Registration
Memberships + Accreditations
Virginia Association of Surveyors
Experience
Years in Industry: 36 years
Years in Current Role: 15 years
Years in Previous Role: 21 years
Project Role: Senior Surveyor
Time devoted to each phase of the project:
Concept: 35%
SD: N/A
DD: N/A
CD: N/A
Construction: 30%
Close Out: N/A
DC DGS Hearst Park + Pool
Washington, DC
DC DGS/ Senior Surveyor
Mr. Weber is serving as Survey Manager for the renovation of DC DGS
Hearst Park and Pool. The existing Hearst Park includes several recreational
amenities including tennis courts, a soccer field and rough trail. The
project includes design of a new outdoor pool and poolhouse, along with
playground area, dog park, tennis courts, as well as the renovation or
replacement of existing soccer fields. 240,000 SF, $13 M
DC DGS Ft. Lincoln Park + Community Center
Washington, DC
DC DGS/ Senior Surveyor
Mr. Weber is serving as Senior Surveyor for upgrades to multiple facilities
for DC DGS. The project includes modernization of the existing Ft. Lincoln
Park and the Theodore Hagans Cultural Center, and construction of
a New Recreation Center. The modernization will include upgrades to
bring the facilities in compliance with ADA accessibility requirements. Mr.
Weber is responsible for leading the survey team in providing boundary,
topographic, and utility surveys of the proposed site. 40,000 SF, $22 M
DC DGS Barry Farm Recreation Center
Washington, DC
DC DGS/ Senior Surveyor
DC DGS Therapeutic Recreation Center
Washington, DC
DC DGS/ Senior Surveyor
The project serves to renovate and modernize the facility. Mr. Weber
performed boundary, topographic, and utility surveys for the project, and
oversaw the compilation and final boundary resolution. 37,000 SF, $41.1 M
DC DGS Chevy Chase Community Center
Washington, DC
DC DGS / Senior Surveyor
DC DGS adapted the former Birney Elementary School to house the im-
proved Barry Farm Recreation Center. The 32,000 SF project
includes a gymnasium, an indoor pool with water slide, a game room, an
exercise room and senior lounge. Mr. Weber served as Senior Survyeor for
this renovation, and approved of all completed boundary, topographic,
and utility surveys for this project. 32,000 SF, $23 M
The project will include razing or demoltiion down to the structural
framing of the existing structure to incorporate additional amenities.
The modernization seeks to provide accessibility upgrades to the facility,
bringing it to full ADA compliance. Mr. Weber is responsible for leading the
survey team in providing boundary, topographic, and utility surveys of the
proposed site. 32,527 SF, $24 M
Ben Hobbs
Mr. Howard has had a significant career in
the local utilities industry, including over four
years as an employee with Dominion Energy,
where he successfully completed of over 300
electrical designs.
Mr. Howard will oversee the WM dry utilities
team, and interface directly with all required
stakeholders and team members to the
successful completion of the proposed
project.
Education
Southern New Hampshire University,
B.S., Business Administration/Project
Management, pending completion
University of Maryland College Park
A.S., Engineering Studies
Professional Registration
Memberships + Accreditations
N/A
Joshua Howard
Sr. Project Manager, Dry Utilities
Wiles Mensch Corporation - DC (WM)
Experience
Years in Industry: 18 years
Years in Current Role: 9 months
Years in Previous Roles:
Project Manager: 3 years
Project Designer: 4 years
Construction Foreman/Project Manager: 6 years
Sheet Metal Apprentice: 4 years
Project Workload NTP-Final Completion
Arcola Tech Park
Belmont Crossing Phase 2C, 2D
Prologis Warehouse - 3400 Benning Road NE
Relevant Project Experience
Project Role: Dry Utilities Manager
Time devoted to each phase of the project:
Concept: 25%
SD: 30%
DD: 30%
CD: 35%
Construction: 30%
Close Out: 25%
DC DGS Therapeutic Recreation Center
Washington, DC
DC DGS/ Dry Utilities Manager
DC DGS DC Infrastructure Aademy at Spingarn High School
Washington, DC
DC DGS/ Dry Utilities Manager
The Project includes the interior demolition and modernization of an
estimated 50,000 SF, new exterior construction of an estimated 12,000 SF of
infrastructure simulation areas, general exterior improvements around the
facility, and a stabilization of the remainder of the Spingarn HS building.
WM is managing all aspects of utility design, including coordination with
Pepco, Washington Gas, and Telecommunications providers. 50,000 SF,
$43.5 M
DC DGS Dorothy Height Elementary School
Washington, DC
DC DGS/ Dry Utilities Manager
WM is managing all aspects of utility design including: disconnection
and removal of existing utility services, site assessments and conceptual
planning, and design coordination with Pepco, Washington Gas, and
Telecommunications providers. 93,000 SF, $51 M
DC DGS Truesdell Elementary School
Washington, DC
DC DGS/ Dry Utilities Manager
Mr. Howard is serving as Project Manager of Dry Utilties for the renovation
of Truesdell Elementary School. The project includes the complete reno-
vation of the existing historic school building, a new construction addition,
and the demolition and removal of the existing trailers containing the
current program space. 105,000 SF, $75 M
DC DGS Stoddert Elementary School Addition
Washington, DC
DC DGS/ Dry Utilities Manager
Mr. Howard is serving as the Project Manager for Dry Utility services for
the Stoddert Elementary School renovation project. The project serves
to renovate 4,000 SF of the existing educational facility and to construct
a 12,000 SF addition to increase the school’s capacity and serve 554
students. 16,000 SF, $16.4 M
Mr. Howard is serving as Dry Utilities Manager for the Center for Thera-
peutic Recreation modernization project which began in 2019. The project
includes the demolition and rebuild of the Therapeutic Recreation Center.
37,000 SF, $40.4 M
Project Workload NTP-Final Completion
Fort Totten Senior Center
The Parks at Walter Reed - Parcel M
Howard University STEM Center
One Washington Circle NW
Relevant Project Experience
Will Lattanzio, PE, MBA
Principal
Wiles Mensch Corporation - DC (WM)
Mr. Lattanzio has worked extensively with DC
DGS on projects that invigorate and improve
DC communities. His expertise includes
coordination with local, state, and Federal
agencies; multi-disciplinary teams and Clients;
and expedition of Public Agency Review and
Permitting. Mr. Lattanzio will oversee the WM
team, and interface directly with all required
stakeholders and team members to the
successful completion of the proposed project.
Education
Georgetown University
M.B.A., Business Administration &
Finance
University of Maryland College Park
B.S. Civil Engineering
Professional Registration
Memberships + Accreditations
DCBIA
Experience
Years in Industry: 12 years
Years in Current Role: 3 years
Years in Previous Role: 9 years
Project Role: Principal-in-Charge
Time devoted to each phase of the project:
Concept: 5%
SD: 5%
DD: 5%
CD: 10%
Construction: 5%
Close Out: 5%
DC DGS Barry Farm Recreation Center
Washington, DC
DC DGS/ Project Engineer
The project includes a gymnasium, an indoor pool with water slide, a
game room, an exercise room and senior lounge. Mr. Lattanzio served as
Project Engineer for this renovation and was responsible for providing civil
engineering services including site design for pool expansion, SWPPP, and
EISF coordination. 32,000 SF, $23 M
AU Jacobs Recreation Complex
Washington, DC
American University/ Principal-in-Charge
Mr. Lattanzio served as Principal-in-Charge for the field repair, alteration,
and resurfacing of deteriorating athletic fields for American University. The
project included a combination synthetic turf field hockey and dirt softball
field. The core of the renovation was the replacement of the field’s original
turf from the complex’s opening in 2005. WM also documented and
processed the proposed turf field alteration for stormwater management
retention compliance with DOEE for approval.
112,000-SF, $4.5 M est.
DC DGS Hearst Park + Pool
Washington, DC
DC DGS/ Principal-in-Charge
Benjamin Banneker Park Improvements
Washington, DC
NPS/ Project Manager
Mr. Lattanzio served as Project Manager for the transformation of the ex-
isting Benjamin Banneker Park to improve general accessibility and
connectivity for DC’s Southwest quadrant. 30,000 SF, $1.1 M
Diamond Teague Park
Washington, DC
FC Ballpark, LLC/ Principal-in-Charge
Mr. Lattanzio served as Principal-in-Charge for the renovation of the DC
DGS Hearst Park and Pool. The project provided design of a new outdoor
pool and pool house, along with playground area, dog park, tennis courts,
as well as the renovation or replacement of existing soccer fields. 240,000
SF, $13 M
Mr. Lattanzio is providing project oversight for the development of Dia-
mond Teague Park within the Yards West site. The completed Diamond
Teague Park will increase the area’s public green space by about 30
percent. 39,000-SF, $16 M

Mr. Powell is a Project Manager with urban
design experience across various sectors.
He has supported numerous projects that
provided renovations for community facilities
throughout Washington, DC. His role will
involve conceptualizing and implementing
the site design relating to the renovation and
direct the team on a daily basis.
Mr. Powell’s role also requires contact and
coordination with government agencies
for permitting related issues and will serve
as the main point of contact to clients. He
assures that civil engineering services are
completed with high quality, provided on
time and within budget.
Education
B.S, Civil Engineering, George Mason
University
Professional Registration
Memberships + Accreditations
LEED Green Associate
Joshua Powell, PE
Project Manager, Civil Engineering
Wiles Mensch Corporation - DC (WM)
Experience
Years in Industry: 6 years
Years in Current Role: 6 years
Years in Previous Roles:
N/A
Project Workload NTP-Final Completion
Langston Additions
DDOT South Capitol Street Bridge
Navy Yard Parcel P-3
Relevant Project Experience
Project Role: Project Manager
Time devoted to each phase of the project:
Concept: 25%
SD: 30%
DD: 30%
CD: 35%
Construction: 30%
Close Out: 25%
Jelleff Recreation Center
Washington, DC
DC DGS/ Project Manager
Diamond Teague Park
Washington, DC
FC Ballpark, LLC/ Project Manager
Mr. Powell is WM’s Project Manager for the development of Diamond
Teague Park within the Yards West site. The completed Diamond Teague
Park will increase the area’s public green space by about 30 percent.
39,000-SF, $16 M
DC DGS Fort Greble Urban Nature Center
Washington, DC
DC DGS/ Project Manager
Mr. Powell is serving as Project Manager for the design of a new Fort
Greble urban nature center. The project includes demolishing the existing
Fort Greble recreation center, providing necessary site modifications
for ADA compliance of the building, and implementing various site
improvements. WM is also providing LEED Design Assistance to meet
LEED Silver certification at minimum. 2,000 SF, $2.1 M
Therapeutic Recreation Center
Washington, DC
DC DGS/ Project Manager
Mr. Powell is serving as Project Manager for the Center for Therapeu-
tic Recreation modernization project which began in 2019. The project
includes the demolition and rebuild of the Therapeutic Recreation Center.
37,000 SF, $40.4 M
Benjamin Banneker Park Improvements
Washington, DC
NPS/ Project Engineer
Mr. Powell served as Project Engineer supporting the transformation of the
existing Benjamin Banneker Park. The team located stormwater features
between the western stairway and the retaining wall, as an opportunity
to use integrated stormwater management as part of the pedestrian
experience while descending the western stairway. Further design work
was necessary for the stormwater retention component located adjacent
to the stairway. Stormwater management was achieved with the
inclusion of four on-site bio-retentions. 30,000 SF, $1.1 M
Mr. Powell is serving as the Project Manager for the Jelleff Recreation Cen-
ter modernization project which began in 2022. Due to the site’s location
within the Georgetown Historic District, the project will be subject to review
by the Old Georgetown Board (OGB) and the Commission of Fine Arts
(CFA). The modernized facility will feature a pool and pool deck, ADA-ac-
cessible playground, and a resized parking lot. 18,000 SF, $28.8 M
Project Role: Geotechnical Engineer
Time devoted to each phase of the project:
Concept: 0%
SD: 15%
DD: 0%
Construction: 15%
Close Out: 0%
Bill Khouri, PE
President
Schnabel Engineering DC, Inc.
Education:
Master of Science, Civil Engineering
Syracuse University, 1985
Bachelor of Science, Civil Engineering
Syracuse University, 1982
Experience
• Years in Industry: 38
• Years in Current Role: 8
• Years in Previous Role: 30
Licenses | Professional Registrations | Affiliations:
Professional Engineer / DC, MD, VA
Current Project Workload:
SETLC Expansion
Howard University Health Sciences Center
CNRI 2 Cooling Towers
American University - Meltzer Center
Neabsco Commuter Parking Garage
Ft. Belvoir - 911 VMF
Relevant Project Experience:
School Without Walls at Francis Stevens
Washington, DC
MCN Build | Geotechnical Engineer
• Size: 126,000 SF
• Scope of Work: Geotechnical Engineering
• Completion date: 4/2023(Geotech) / Project Ongoing
Georgetown Day School - LMS
Washington, DC
GDS | Geotechnical Engineer
• Size: 155,000 SF
• Certifications: LEED Gold Certified
• Scope of Work: Geotechnical, Environmental, & Construction
• Completion date: 2021
C.W. Harris Elementary School
Washington, DC
MCN Build | Geotechnical Engineer
• Size: 91,000 SF
• Scope of Work: Geotechnical & Construction Observation
• Completion date: 2020
Brief description:
Bill is a highly experienced professional in
foundation engineering, with expertise in
implementing geotechnical designs across
a wide spectrum of projects, encompassing
educational, cultural, recreational, office,
residential, and commercial buildings.
His portfolio includes designing shallow
and deep foundations, retrofitting existing
foundations, ground improvement techniques,
subdrainage systems, building underpinning,
pavements, tower/crane support, below-
grade walls, retaining walls, support of
excavation, slope stability solutions, wall failure
support, bulkheads and landfill design. He
also specializes in the implementation and
evaluation of in situ soil testing techniques and
geotechnical instrumentation and monitoring.

Project Workload NTP-Final Completion
Grymes Memorial School, VMI NEB, Spingarn HS, UMW The-
ater & Fine Arts Reno, aka DC/One Washington Circle, NOVA
Science Center, Deal middle school, Dance Loft
Relevant Project Experience
Steve Boudreau
Senior Consultant/Project Manager
Polysonics
Upon graduation from the Rochester Institute
of Technology as an electrical engineer, Mr.
Boudreau began his emphasis in technical
design. Providing fabrication-level detail
and innovative design techniques. Expert
in the disciplines of video production and
display, audiovisual control systems as well
as large scale distributed and integrated
communications systems.
Education
BET, Electrical Engineering, Roch-
ester Institute of Technology, 1990
Associates, Electrical Engineering
Technology, Vermont Technical
College, 1986
Professional Registration
CTS
Experience
Years in Industry: 27 years
Years in Current Role: 22 year
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 10%
SD: 15%
DD: 45%
CD: 25%
Construction: 5%
Close Out: 10%
Ferebee Hope High School and Recreation Center
Washington, DC
Project Manager
The project consisted of a new high school and recreaiton center on the same
property. Polysonics provided building wide AV for classrooms, speciality spaces
for the high school and recreation center as well as clock & bell, and stadium sound
system. Acoustics design included building wide LEED v4 for the high school, dining
area, gym, dance studio for the recreation center. IT & Security designs were for the
recreation center only including Wifi, CCTV, and PIR/break/door access. Polysonics
also designed AV systems, production lighting, ricking and current systems for the
theater.
Hearst Park & Pool
Washington, DC
Project Manager
The land for this park was acquired in 1931. Now the park is renovating the exterior
amenities, building additions, and putting in a new pool and pool house. Polysonics
design services will include interior and mechanical acoustics, basic wired and
wireless IT, networks infrastructure design and basic electronic security.
VMI Aquatic Center; Lexington, VA
Project Manager
Ridge Road Recreation Center
Washington, DC
Project Manager
Renovations of the existing pool house and the construction of a new
22,000 square foot recreation center which includes a gymnasium,
gymnasium stage, divisible multi-purpose rooms, teen rooms,
classrooms, computer lab, office, fitness room, commercial grade kitchen
and a senior lounge.
UMD Recreational & Wellness Eppley Center
College Park, MD
Project Manager
The VMI Aquatic Center will be the third and final phase of the VMI Corps
Physical Training Facility Program. The existing pool was constructed in
1955, is well beyond its useful lifespan and with the increase of nearly
1800 cadets, VMI determined it was in their best interest to construct a
new state of the art facility. The new facility is 58,000 SF with a 50 meter
pool and associated support spaces, classrooms, offices and spectator
seating for 750. As project manager, Mr. Boudreau over saw the design
the Acoustics, AV, IT and Security design.
Polysonics professional design team was able to deliver an upgrade
to their acoustics, IT and audiovisual needs. This upgrade was able to
greatly improve the delivery of speech and music, the paging and zoning
of spaces, and for independent and combined source delivery for the
entire facility. Polysonics evaluated the spaces acoustically and made
recommendations for controlling undesirable acoustical reflections and
background noises.
Mr. Rees is a Registered Communication
Distribution Designer (RCDD) with 13 years of
experience designing IT and communications
systems and over 10+ years of experience as
a systems administrator / network engineer
prior to that. He has worked as an in-house
designer and structured cable engineer for
the semiconductor manufacturing industry,
as well as design engineer for the US Army
Information Systems Engineering Command,
The Army Corps of Engineers, Middle East
District, and The Air Force Central Command.
Past projects have included primary in-house
data centers, various campus-wide Outside
Plant infrastructure projects, and several DoD
base compounds and command and control
facilities.
Education
Brigham Young University, Provo, UT
1988-1989
Wytheville Community College,
Wytheville, VA 1997-1998
Professional Registration
Registered Communications
Distribution Designer (RCDD)
Michael Rees
Senior Consultant/ IT| Telecomm
Polysonics
Experience
Years in Industry: 27 years
Years in Current Role: 7 years
Project Workload NTP-Final Completion
Nemacolin, aka DC Restaurant Bar & Kitchen, NEMHS, DC
Archives, AstraZeneca Area 5 & 6, Southeast Tennis &
Learning Center, Amidon Bowen Child Dev Center
Relevant Project Experience
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 10%
SD: 15%
DD: 45%
CD: 25%
Construction: 5%
Close Out: 10%
Hearst Park & Pool
Washington, DC
IT Consultant
The land for this park was acquired in 1931. Now the park is renovating the
exterior amenities, building additions, and putting in a new pool and pool house.
Polysonics design services will include interior and mechanical acoustics, basic
wired and wireless IT, networks infrastructure design and basic electronic security.
UMD Recreational & Wellness Eppley Center
College Park, MD
IT Consultant
Polysonics professional design team was able to deliver an upgrade to their
acoustics, IT and audiovisual needs. This upgrade was able to greatly improve
the delivery of speech and music, the paging and zoning of spaces, and for
independent and combined source delivery for the entire facility. Polysonics
evaluated the spaces acoustically and made recommendations for controlling
undesirable acoustical reflections and background noises.
Ferebee Hope High School and Recreation Center
Washington, DC
IT Consultant
The project consisted of a new high school and recreaiton center on the
same property. Polysonics provided building wide AV for classrooms,
speciality spaces for the high school and recreation center as well as
clock & bell, and stadium sound system. Acoustics design included
building wide LEED v4 for the high school, dining area, gym, dance studio
for the recreation center. IT & Security designs were for the recreation
center only including Wifi, CCTV, and PIR/break/door access. Polysonics
also designed AV systems, production lighting, ricking and current
systems for the theater.
VMI Aquatic Center; Lexington, VA
IT Consultant
The VMI Aquatic Center will be the third and final phase of the VMI Corps
Physical Training Facility Program. The existing pool was constructed in
1955, is well beyond its useful lifespan and with the increase of nearly
1800 cadets, VMI determined it was in their best interest to construct a
new state of the art facility. The new facility is 58,000 SF with a 50 meter
pool and associated support spaces, classrooms, offices and spectator
seating for 750.

Derek joined Ehlert Bryan DC in 2017 and
has over 15 years of experience in structural
engineering and project management
around the Mid-Atlantic region. His project
background includes a wide range of new
construction and renovation projects for a
variety of structure types. Additionally, he has
experience in designing residential projects
ranging from small additions to high-end
single-family residences. He has worked
with may structural systems and materials,
including wood, masonry, reinforced
concrete, and structural steel.
Education
University of Virginia, M.S. Civil Engineering
University of Virginia, B.S. Civil Engineering
Professional Registration
Memberships + Accreditations
Structural Engineers Association - Metropolitan
Washington (SEA-MW)
Professional Licenses
VA
Derek T. Guthrie, PE
Senior Project Manager
Ehlert Bryan DC
Experience
Years in Industry: 16 years
Years in Current Role: 1 years
Years in Previous Roles:
Project Manager: 7 years
Assistant Project Manager: 1 year
Design Engineer: 7 years
Project Workload NTP-Final Completion
Washington Yu Ying School Public Charter School
Lorraine H. Whitlock Elementary School
Adams Campus (Oyster-Adams) Bilingual School
Relevant Project Experience
Project Workload NTP-Final Completion
Adams Campus (Oyster-Adams) Bilingual School
MacArthur Senior High School
Relevant Project Experience
William R. McLain, PE
Managing Principal
Ehlert Bryan DC
William has over 20 years of structural
engineering and project management
experience around the Mid-Atlantic region
and serves as the managing principal of Ehlert
Bryan DC. He has experience in the structural
design and production of construction
documents for a wide variety of structures. His
project background includes designing new
construction, major renovations, repair, and
historic preservation. He is familiar with most
structural systems and materials ranging from
concrete to structural steel, wood framing, and
masonry.
Education
The Pennsylvania State University
Bachelor of Architectural Engineering
Professional Registration
Memberships + Accreditations
American Forest & Paper Association’s
American Wood Council (AWC)
Structural Engineers Association - Metropolitan
Washington (SEA-MW)
American Institute of Steel Construction (AISC)
Professional Licenses
DC, ME, MD, PA, VA
Experience
Years in Industry: 21 years
Years in Current Role: 9 years
Years in Previous Role: 9 years
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 10%
SD: 20%
DD: 22%
CD: 30%
Construction: 15%
Close Out: 5%
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 5%
SD: 15%
DD: 15%
CD: 20%
Construction: 10%
Close Out: 5%
American University East Campus
Washington, DC
Principal
Five separate buildings connected by below-grade parking in the East
Campus Development of American University. Three of the buildings are
student residential halls with long-span composite metal deck supported
on light gauge metal stud walls. The other two buildings are two-story
academic and administrative buildings with composite metal deck on
structural steel frames.
H. Carl Moultrie Courthouse, C Street Expansion
Washington, DC
Principal-in-Charge
A horizontal expansion of the existing courthouse with the intent to
modernize, revitalize, and enlarge it. The addition creates six state-of-the-
art criminal courtrooms, 21 judge chambers, new and renovated office
space for Family Court related functions, and space improvements for
jurors, childcare, and the U.S. Marshals Service. The expansion includes a
variety of sustainable features such as a partial green roof, solar energy,
and water capture and management systems.
Ferebee Hope Recreation Center
Washington, DC
Principal-in-Charge
Southeast Tennis and Learning Center Expansion
Washington, DC
Principal-in-Charge
New 39,000 SF recreation building to house four indoor tennis courts,
seating areas, multipurpose rooms, and other support spaces. This
project seeks LEED Silver certification.
Washington Yu Ying Public Charter School
Washington, DC
Principal-in-Charge
New one- and two-story, approximately 24,000 SF recreation center. This
center includes an indoor pool, large gymnasium, multipurpose rooms,
and support spaces. Outdoor amenities include a baseball diamond,
basketball court, chess/checker tables, community garden, play-
ground, and a shaded pavilion. The building is steel-framed with some
load-bearing masonry.
A new 30,000 SF elementary school building located on a currently
undeveloped portion of an existing school site. The building is planned to
be 3 stories with below-grade parking. Deep pile foundations will likely be
used due to the sloping topography of the site.
Southeast Tennis and Learning Center Expansion
Washington, DC
Senior Project Manager
The Wharf, Pier 4
Washington, DC
Senior Project Manager
Pier 4, constructred in the mid-1940s is a robust cast-in-place concrete
pier extending into the Washington Channel of the Potomac River. It is
supported on concrete pile caps and 1,100 timber piles. The pier was
converted into a three-story office building with the addition of a two-
story, steel-framed structure above the existing cast-in-place concrete
roof structure or canopy. One design challenges was developing a lateral
resisting system for both earthquake and wind loads that didn’t overload
the concrete pier or wood piles. Steel moment frames combined with
braced frames and shearwalls addressed the issue.
Bailey’s Shelter and Supportive Housing
Falls Church, VA
Senior Project Manager
A new supportive housing and emergency shelter that also includes on-
site medical services. The building is a 23,000 SF three-story plus cellar,
steel-framed structure.
New one- and two-story, approximately 24,000 SF recreation center. This
center includes an indoor pool, large gymnasium, multipurpose rooms,
and support spaces. Outdoor amenities include a baseball diamond,
basketball court, chess/checker tables, community garden, play-
ground, and a shaded pavilion. The building is steel-framed with some
load-bearing masonry.
Long Bridge Park, Aquatics & Fitness Center
Arlington, VA
Senior Project Manager
A new 92,000+ SF aquatic and fitness center within a recreational park.
The project offers wellness and recreation opportunities for community
users of all ages and abilities. The center features a 24,000 SF natatorium
with spectator seating, a 13,000 SF leisure pool natatorium and an 8,000
SF fitness center with weight and cardio facilities.
Mount Sterling Senior Housing
Sterling, VA
Senior Project Manager
A new multi-family senior housing building with 98 one- and two-bedroom
apartment units. The construction is four stories of conventional Type V
wood framed with open web wood floor and roof trusses with a concrete
slab-on-grade. Load bearing walls stack floor to floor and CMU stair and
elevator core walls are used as part of the lateral resisting system.
Long Bridge Park, Aquatics & Fitness Center
Arlington, VA
Principal-in-Charge
A new 92,000+ SF aquatic and fitness center within a recreational park.
The project offers wellness and recreation opportunities for community
users of all ages and abilities. The center features a 24,000 SF natatorium
with spectator seating, a 13,000 SF leisure pool natatorium and an 8,000
SF fitness center with weight and cardio facilities.
Washington Yu Ying Public Charter School
Washington, DC
Senior Project Manager
A new 30,000 SF elementary school building located on a currently
undeveloped portion of an existing school site. The building is planned to
be 3 stories with below-grade parking. Deep pile foundations will likely be
used due to the sloping topography of the site.
Project Workload NTP-Final Completion
FULLY AVAILABLE AS REQUIRED
Relevant Project Experience
Kelly E. Cronin
Associate Principal
WJE
Kelly Cronin joined WJE in 2008 and has
extensive experience in a broad range
of projects related to design peer review,
construction observation, facade inspections,
condition surveys, water infiltration
investigations, and evaluations of new and
existing structures. Ms. Cronin’s work has
included the assessment and development
of repairs for various building types to
address bulk rainwater penetration and
moisture-related deterioration of above- and
below-grade building enclosure materials,
components, and systems. These systems have
included steel, concrete, timber, brick masonry,
cast stone, exterior insulation finishing systems,
and aluminum/glass curtain walls.
Education
B.S., Carnegie Mellon University
M.S., University of California, Berkeley
Professional Registration
Professional Engineer in DC, MD, and VA
Registered Waterproofing Consultant
Memberships + Accreditations Experience
Years in Industry: 16 years
Years in Current Role: 1 year
Years in Previous Role: 8 years
The Hepburn
Washington, DC
Design assist during design-build project as well as on-site observation
and quality assurance of unitized curtain wall installation at new luxury
apartment building
Press House
Washington, DC
Peer review, design assist, and on-site construction period services of new
residential tower adjacent to historic structure
Georgetown University - Yates Fieldhouse
Washington, DC
The Pearl
Silver Spring, MD
On-Site observation and quality assurance of building envelope for new
apartment building
Ingleside at Kingfarm
Rockville, MD
Development of repair documents for waterproofing beneath intramural
sports playing surface
Building enclosure consulting services during design and construction of
additions to senior living facility
Ms. DelGiudice has gained significant
experience in the evaluation and
development of repair drawings and details
for a variety of architectural materials,
components, and systems, including glazed
aluminum curtain wall, storefront, and sloped
glazing assemblies, as well as aluminum
wood and vinyl windows, cast stone, natural
stone, clay brick and concrete masonry,
precast and cast-in-place concrete, and
fluid- and sheet-applied waterproofing. Ms.
DelGiudice has been actively engaged in
field testing for air and water penetration
resistance, both in a forensic capacity and in
the context of new construction, using ASTM
and AAMA voluntary guide specifications
and test standards, as well as high- and low-
voltage electronic leak detection methods
for use at new and existing roofing and
waterproofing membranes.
Education
B.CE, B.S., The Catholic University of America
Professional Registration
Professional Engineer in DC, MD, and VA
Memberships + Accreditations
ASTM International
Building Enclosure Council - Washington D.C.
Chapter
National Institute of Building Sciences (NIBS)
Andrea DelGiudice
Associate Principal and Unit Manager
WJE
Experience
Years in Industry: 17 years
Years in Current Role: 3 years
Years in Previous Role: 2 years
Project Workload NTP-Final Completion
FULLY AVAILABLE AS REQUIRED
Relevant Project Experience
George Washington University - New Science and Engineering Hall
Washington, DC
Inova Women’s and Children’s Hospital
Fairfax, VA
Main point of contact for the enclosure for the new 660,000-square-foot,
state-of-the-art women’s and children’s hospital building
George Washington University - Square 77
Washington, DC
Enclosure-focused design review for a new residence hall with live
learning space adjoining two existing restored facades
YMCA and Multi-Family Residential Housing Complex
Washington, DC
Peer review and building enclosure consulting services during construc-
tion mixed-use project with brick masonry, EIFS, window wall and punched
opening facade, hot rubberized asphalt roof, and terrace assemblies
National Geospatial Intelligence Agency - New Campus East
Fort Belvoir, VA
Primary point of contact for construction period for the two million-
square-foot footprint main office building and multiple buildings on
campus
American University - Meltzer Center for Athletic Performance
Washington, DC
Peer review and building enclosure consulting services during construction
of new athletic center
Peer review and on-site construction services for total enclosure, includ-
ing terra cotta rain screen panels, unitized curtain wall with engineered
transition assembly, multiple roof systems, a pyramidal skylight, function-
ing greenhouse, and interior planters containing fully grown trees
Project Workload NTP-Final Completion
DCPL SE Neighborhood Library
Thomas Elementary School
Riverr Farm Native Plant Border
Relevant Project Experience
Joan Honeyman
Partner
Jordan Honeyman Landscape
Architecture, LLC
Joan is the main contact for contractual
coordination and is responsible for the overall
design direction and oversight of JHLA’s projects.
She has accumulated the depth and range
of institutional knowledge to guide multi size
projects to award winning completion with
expertise, purposefulness and collaboration.
Joan approaches every site challenge with a
regenerative baseline for design and planning
to ensure that JHLA’s work is as sustainable,
resilient and high performing as it is beautiful.
Her commitment to community outreach and
engagement ensures that all stakeholders
have a voice during project development. She
is dedicated to leading JHLA’s design focus
through the realms of inclusivity, diversity and
social and need equity.
MLA, College of Design, North Carolina
State University
Horticulture & Landscape Design, Temple
University
BS, Pennsylvania State University, Biology and
Education
Landscape Architecture License(s):
DC - #LAR000118; MD- #643
VA- #0406000512; DE - #S1-
0000546
Experience
Years in Industry: 39 years
Years in Current Role: 33 years
Years in Previous Role: 6 years
Project Role: Project Principal
Time devoted to each phase of the project:
Concept: 20%
SD: 20%
DD: 20%
CD: 20%
Construction: 10%
Close Out: 20%
Ludlow Taylor Elementary School Playground
Washington, DC
DC DGS/ Project Principal
Ludlow’s playground renovation complements adjacent DC DOEE
Riversmart Outdoor Classroom. The concept of attracting pollinator
species with sustainable plantings is reflected in the bright play
equipment, safety surfacing and native plant species in the “Pollinator
Playground”. The design also provides universally accessible and safe
play for the large special needs student population. Vibrant colors, flower
and hex patterned surfacing and insect themed elements showcase
the pollinator theme. Overhead structures and native plantings provide
opportunities for pollination as well as shade and seasonal color. A
curvilinear seat/planter wall under the large canopy offers seating and a
place for disabled students needing a quiet respite. Storm water is filtered
and collected under the permeable surfacing. Small dome structures
modeled after honeycombs provide a quiet spot for autistic students.
Edgewood Recreation Center
Washington, DC
DC-DGS/Project Principal
19th & Lamont St NW Park
Washington, DC
DC DGS/ Project Principal
JHLA worked extensively with the community and DC DGS/DPS, creating
a design meeting the needs of multiple ages, abilities and interests. A
natural play space includes a play house, activity table, climbing struc-
ture and embankment slide that takes advantage of the topography. A
flat grassed area provides a “front lawn” for community yoga classes and
informal activities.
Harry Thomas Recreation Center
Washington, DC
DC DGS/ Project Principal
IStylized creek elements reflecting the Tibur Creek theme are incorporated
in the plaza and walkway paving, climbing wall, splash play, traditional
playgrounds and bioretention for this LEED silver site. The area provides
educational opportunities to demonstrate historic geology, ecology and
sustainable practices for the park site. Sustainable site elements incl. per-
vious paving, native plantings, bioretention & a large cistern that collects
roof water for irrigating the community gardens and roof top urban farm.
A visual and physical connection among activities at the Harry Thomas
play space creates a welcoming atmosphere for its multigenerational
users. The unique design is based on the mathematical Fibonacci series
and site layout, play structures and signage elements reflect this concept.
Accessible circulation from the street integrates the entire site as a nat-
ural progression of pathways connect each activity. Sustainable/storm-
water management elements include large raingardens and a green roof
on top of the shade structure to slow down and filter rain water, neigh-
borhood community gardens for growing vegetables, herbs and flowers,
preservation of large existing shade trees and porous paving throughout.
Project Workload NTP-Final Completion
DCPL SE Neighborhood Library
Thomas Elementary School
Riverr Farm Native Plant Border
Kennedy Shriver Aquatic Center
Relevant Project Experience
Steve Daigler
Senior Project Manager
Jordan Honeyman Landscape
Architecture, LLC
Steve Daigler is fluent in landscape design,
project management, and construction
administration. He regularly coordinates with the
DC UFA, DC DGS, DPR, and DCPS, and provides
documentation for municipal green building
and landscape requirements. He is adept at
designing, documenting and coordinating
LEED projects. His extensive plant knowledge
and hands-on experience in construction
techniques enables him to accurately assess
and expeditiously solve site-specific landscape
and site issues.
MLA, Virginia Polytechnic Institute and State
University
Certificate Landscape Design, GW University,
BS with Distinction Biology, Cornell University
Landscape Architecture License(s):
N/A
Experience
Years in Industry: 18 years
Years in Current Role: 18 years
Years in Previous Role: 4 years
Project Role: Project Manager/De-
signer
Time devoted to each phase of the project:
Concept: 30%
SD: 30%
DD: 30%
CD: 30%
Construction: 30%
Close Out: 30%
Congress Heights Recreation Center
Washington, DC
DC DGS/ Project Manager/Designer
JHLA provided construction documents and construction administration
for the renovation of the playground at Congress Heights. Recreation
Center. The playground includes a new basketball and tennis court and
a half court area, play area and play structures for tots and 5–12-year-
olds, both with rubberized play surfacing, generous terraced lawn spaces
shaded by flowering trees, permeable paving, parking areas and lighting.
New vehicular access is provided with a designated drop off area for
children and a simple concrete sidewalk connects all site elements. An
existing pergola built during a community improvement event organized
by the DC Building Industry Association has been renovated and
incorporated into the new scheme. All existing plantings will be saved and
replanted within the native and adaptive planting plan.
Edgewood Recreation Center
Washington, DC
DC-DGS/Project Manager/Designer
19th & Lamont St NW Park
Washington, DC
DC DGS/ Project Manager/Designer
JHLA worked extensively with the community and DC DGS/DPS, creating
a design meeting the needs of multiple ages, abilities and interests. A
natural play space includes a play house, activity table, climbing struc-
ture and embankment slide that takes advantage of the topography. A
flat grassed area provides a “front lawn” for community yoga classes and
informal activities.
Harry Thomas Recreation Center
Washington, DC
DC DGS/ Project Manager/Designer
IStylized creek elements reflecting the Tibur Creek theme are incorporated
in the plaza and walkway paving, climbing wall, splash play, traditional
playgrounds and bioretention for this LEED silver site. The area provides
educational opportunities to demonstrate historic geology, ecology and
sustainable practices for the park site. Sustainable site elements incl. per-
vious paving, native plantings, bioretention & a large cistern that collects
roof water for irrigating the community gardens and roof top urban farm.
Outdoor recreational features include basketball and tennis courts, splash
trail with exercise equipment.
A visual and physical connection among activities at the Harry Thomas
play space creates a welcoming atmosphere for its multigenerational
users. The unique design is based on the mathematical Fibonacci series
and site layout, play structures and signage elements reflect this concept.
Accessible circulation from the street integrates the entire site as a nat-
ural progression of pathways connect each activity. Sustainable/storm-
water management elements include large raingardens and a green roof
on top of the shade structure to slow down and filter rain water, neigh-
borhood community gardens for growing vegetables, herbs and flowers,
preservation of large existing shade trees and porous paving throughout.
Education
Education
Mr. Griffitts provides research,
documentation, and consultation services
for the firm on a wide array of preservation
issues including cultural resources
management, preservation planning,
architectural surveys, and preservation
designations. Mr. Griffitts has managed
archaeological projects conducted in
Virginia, Maryland, and the District.
Meets professional qualifications prescribed
by the Secretary of the Interior in 36 CFR 61
(Appendix A).
Education
Oklahoma State University
MA History with Specialization in His-
toric Preservation
The College of New Jersey
BA History
Eric Griffitts
Architectural Historian and Project
Manager
EHT Traceries, Inc.
Experience
Years in Industry: 30 years
Years in Current Role: 9 years
Years in Previous Roles: 19 years
Relevant Project Experience
Relevant Project Experience
Laura Hughes
Principal
EHT Traceries, Inc.
Laura Hughes has provided research
and consultation services regarding the
preservation, restoration, and rehabilitation
of DC Public Schools for the last 20 years.
She is a Principal with EHT Traceries and will
direct the historic preservation compliance
including archaeology as well as reviews by
the DC Historic Preservation Office and the
Commission of Fine Arts.
Meets professional qualifications prescribed
by the Secretary of the Interior in 36 CFR 61
(Appendix A).
Education
University of Pennsylvania
MSc Historic Preservation
Mary Washington College
BA Historic Preservation

Experience
Years in Industry: 38 years
Years in Current Role: 20
Years in Previous Roles: 18
John Eaton Elementary School - Historic Preservation and
Archaeology Consultation
Washington, DC
DGS/Historic Preservation Consultant
Principal with Cox Graae + Spack Architects. Working with the design
team throughout the conceptual and design development phases, it was
determined that the most feasible approach was to retain and preserve
the east and west pavilions, demolish the 1930 north wing and the 1980
hyphen, expanding the structure below ground. As the 1930s wing was
a contributing resource to the Cleveland Park Historic District, Traceries
guided the project team through the Mayor’s Agent hearing, successfully
establishing a case of special merit, arguing that the preservation loss
was outweighed by the community and preservation benefits of the proj-
ect. Traceries prepared a Preservation Plan to inform the decision-making
process as rehabilitation plans for the historic portions of the school were
developed.
Construction Cost: $67M ($52,000 for Traceries) | Project Size: 55,000 SF
Fort Lincoln Recreation Center - Phase 1A and 1B Archaeological
Investigations
Washington, DC
DC DGS/Historic Preservation Consultation and Archaeology
Bard High School - Phase 1A and 1B Archaeological Investigations
Washington, DC
DC DGS/Historic Preservation Consultation and Archaeology
Project Manager with Studios Architecture for the Phase IA archaeological
investigation of the Fort Lincoln Recreation Center in Washington, D.C.
Oversaw efforts to develop a conduct research and develop a historic
context for the study. Also attended management meetings involving
project coordination and facilitated the development of the management
summary presented to the District of Columbia Historic Preservation
Office.
Project Cost: $39.768,188 ($28,244 for Traceries) | Project Size: 27 acres
Project Manager for a two phases (1A and 1B) of a Phase I archaeological
investigation for the Bard School rehabilitation project. Oversaw all
aspects of the archaeological investigation including the development
of the historic context, coordination of Phase IA archaeological field work,
and consultation with the District of Columbia Historic Preservation Office.
Results of the Phase IA investigation necessitated the need for a follow
up Phase IB investigation. Coordinated field activities for the Phase IB
investigation.
Project Cost: $55,539 for Traceries | Project Size: 2.45 acres
Congress Heights Recreation Center - Phase IA Archaeological
Investigation
Washington, DC
DC DGS/Historic Preservation Consultation and Archaeology
Project Manager with R. McGhee Associated for the Phase IA
archaeological investigation of the Congress Heights Recreation Center
in Washington, D.C. Oversaw efforts to develop a conduct research and
develop a historic context for the study. Also attended management
meetings involving project coordination and facilitated the development
of the management summary presented to the District of Columbia
Historic Preservation Office.
Project Cost: $36.7M ($24,563 for Traceries) | Project Size: 3.5 acres
Arboretum Recreation Center
Washington, DC
DC DGS/Historic Preservation Consultation and Archaeology
Project Manager and Architectural Historian with IStudio Architects
for Design and Build activities at the Arboretum Recreation Center in
Northeast, Washington, D.C. Prepared a Determination of Eligibility (DOE)
of the exiting recreation building constructed in 1968. Also prepared a
historic context for Phase 1a archaeological investigation. These activities
involved historical research and architectural survey and building
documentation.
Project Cost: $10.7M ($33,757 for Traceries) | Project Size: 2.45 acres
Project Role: Historic Preservation
Time devoted to each phase of the project:
SD: 20%
DD: 5%
CD: 0%
CA: 2%
Project Workload NTP-Final Completion
Alton Elementary School, January 2024
Dorothy Heights Elementary School, January 2025
Capitol Hill Montessori - Historic Preservation and Archaeology
Consultation
Washington, DC
DGS/Historic Preservation Consultant
Principal with R. McGhee Associates. EHT Traceries served as preservation
consultants on the rehabilitation and expansion to the school building,
working with the design team throughout the conceptual and design de-
velopment phases. To aid in the design process and identify the building’s
character defining features, Traceries conducted extensive research on
the history and development of the school for inclusion in the architect’s
final Concept Design Submission. Traceries also provided a Phase IA and
Phase IB Archaeological Investigations of the property. Traceries worked
with DGS and DCHPO in completing these investigations. Work plans out-
lining the methodology for the investigations were submitted to DCHPO
for approval.
Construction Cost: $61M ($52,000 for Traceries) | Project Size: 50,000 SF
Banneker High School - Phase II Archaeological Investigation
Washington, DC
DGS/Historic Preservation Consultant
Principal with Perkins Eastman. EHT Traceries, Inc. (Traceries) conducted a
Phase II archaeological investigations to determine the NRHP eligibility of
two archaeological sites, 51NW268 (brick kiln feature) and 51NW269 (resi-
dential artifact deposits) within the Benjamin Banneker High School parcel
at Rhode Island Avenue NW and 9th Street NW, in northwest Washington,
D.C. Site 51NW268 represents one of the brick kilns that likely serviced the
incipient urbanization of the Shaw neighborhood that started in the 1850s,
while rear-yard artifact deposits at 51NW269 are associated with an early
postbellum residential structure.
Construction Cost: $152M ($82,000 for Traceries) | Project Size: 7 acres
Project Role: Historic Preservation
Time devoted to each phase of the project:
SD: 25%
DD: 10%
CD: 0%
CA: 2%
Project Workload NTP-Final Completion
Alton Elementary School, January 2024
Dorothy Heights Elementary School, January 2025
Sara Stewart joined Heller & Metzger in 2004
in the role of technical writer.
Sara assists the senior specification writers
at H&M in the reviewing, editing, and
compiling of specifications for all project
types. Sara interacts with architects and
manufacturers, as needed, to obtain product
literature and to clarify requirements.
Sara previously worked at the American
Institute of Architects as an editor/writer,
where she covered topics ranging from
practice management to the latest in
hospital
design.
Education
University of Maryland; Bachelor of Arts
Pennsylvania State University, M.A. in
Architectural History
Professional Registration
Memberships + Accreditations
LEED GA
Experience
Years in Industry: 19 years
Years in Current Role: 19 year
Years in Previous Role: 0 years
Sara Stewart
Technical Writer
Heller & Metzger PC
Anne Kimpton
Senior Specification Writer
Heller & Metzger PC
Anne Kimpton joined Heller & Metzger in 2009,
bringing with her 17 years of architectural
experience focused on construction
administration for large-scale corporate and
multi-family mixed-use projects, as well as
small- to medium-scale single-family and
commercial projects. Since joining Heller
& Metzger, she has been involved in the
preparation of a variety of project manuals,
including education, mixed-use, and landscape
projects. A graduate of Clemson University
(Master of Architecture) and University of
Maryland (BS), Mrs. Kimpton has previously
worked with AI, The RKtects Studio, David Jones
Architects, and the Lessard Group.
Education
University of Maryland; Bachelor of Science,
Architecture
Clemson University, Master of Architecture
Professional Registration
Memberships + Accreditations
LEED AP
Experience
Years in Industry: 31 years
Years in Current Role: 14 year
Years in Previous Role: 17 years
Project Role: Specification Writer
Time devoted to each phase of the project:
Concept: 0%
SD: 0%
DD: 50%
CD: 40%
Construction: 5%
Close Out: 5%
Project Role: Specification Writer
Time devoted to each phase of the project:
Concept: 0%
SD: 0%
DD: 50%
CD: 40%
Construction: 5%
Close Out: 5%
Project Workload NTP-Final Completion
Tubman Elementary School
J.O. Wilson Elementary School
MacArthur High School
PNC Union Market
Relevant Project Experience
Alexandria City High School Minnie Howard Campus
Alexandria, VA
Specification Writer
The new Minnie Howard campus seeks to provide additional
classroom space for the growing student population, provide
community meeting space, and public active recreation areas.
The new school building is approximately 310,300 SF in size and has
capacity for a projected 1,600 students and 227 staff.
Benjamin Banneker High School
Washington, DC
Specification Writer
This project provides a modern facility on a new site to
acommodate 800 students by school year 2025. The building aims
to achieve LEED BD+C Schools - Gold, with a goal to be Net Zero
Energy ready.
Ivy Mountain Musculoskeletal Center, University of Virginia
Charlottesville, VA
Specification Writer
The new home for UVA Orthopedics. The project provided a new
200,000 sf comprehensive orthopedics’ ambulatory care center, and
included numerousclinics and support services as well as outpatient
surgery services.
National Geographic Public Space Experience
Washington, DC
Specification Writer
This project will unify the existing National Geographic campus
with a new pavilion, plaza, renovated ground level, and cohesive
steetscape. The pavilion and plaza will be the new main entry
and events space of the site. The project aims to achieve LEED CI
Platinum.
Garfield Elementary School
Washington, DC
Specification Writer
This project includes a complete renovation of the existing historic
building and new construction additions to create approximately
76,000 SF of modernized learning space. The new modernized
design will consist of physical education space and dining services,
discovery commons spaces, small group rooms, and resource
rooms to accommodate special projects, collaborative work,
and individual pull-out instruction. The project will be designed
to achieve LEED Gold Certification, green roof credits, Energy Star
Certification, and incorporate NetZero strategies.
Project Workload NTP-Final Completion
Loudoun Station
1100/1101 4th Street
Almaty NCC
PNC Union Market
Relevant Project Experience
Mount Vernon Rec Center Renovation and Expansion
Alexandria, VA
Technical Writer
Innovative two-phase renovation and expansion project. The scope
of work included an ice rink, aquatic facility, and unifying central
core area and served to increase the efficiency of both the exterior
site and the interior space, provide additional square footage for
the building programs, and upgraded systems to meet current
requirements.
Fort Lincoln Recreation Center
Washington, DC
Technical Writer
This project included the design of new recreation and early
childhood education center constructed in the location of the
former Thurgood Marshall Elementary School. The new facility
includes an indoor gymnasium, fitness room, racquetball courts,
senior and teen rooms, elevated walking track, demonstration
kitchen, and an 8,000 SF Early Childhood Education Center. The
project also included much needed improvements to the 27-acre
park space, such as new playgrounds for all ages, a splash park,
outdoor fitness equipment, ADA improvements, lighting upgrades,
and sport court upgrades.
Eaton Elementary School
Washington, DC
Technical Writer
A multi-building renovation and expansion of an elementary school
to accommodate up to 490 students for DC Public Schools and the
Department of General Services. The facility features new academic
areas, a gym, library, cafeteria and kitchen. To meet sustainability
goals, new MEP systems were installed in the renovated buildings.
The project also improved ADA accessibility.
KIPP DC College Preparatory High School
Washington, DC
Technical Writer
The construction of this 126,500 square foot school provided a
compact facility situated on the highest part of its urban site.
Material considerations and the spatial organization of the site help
support the innovative teaching methods of the school. The public
charter school supports 1000 students in their program spanning
grades 9 to 12.
Marie Reed Community Learning Center
Washington, DC
Technical Writer
This modernization project included renovations to the 450 student
school and its community partner spaces. The scope of work
included installation of new lighting fixtures, new ceilings, new
flooring, new data connectivity, new audio-visual equipment, and
new furniture, fixtures, and equipment.
Project Workload
Greenleaf Senior Apartments, DC
Crystal House 6
31st Georgetown Hotel
Mars Arcadia HQ
Relevant Project Experience
David J Galbo, RA AIA
Principal Consultant
Galbo+Wolf LLC
David is a subject matter expert in the physical
accessibility space for federal, state, and
local standards and codes including the
ABA, ADA, Fair Housing, and IBC/ ANSI A117.1.
He assists clients unravel the complex and
often overlapping standards to integrate
accessibility into designs to achieve compliant,
welcoming, and inclusively designed spaces.
David serves: corporate, cultural, government,
health care, higher ed., hospitality, K-12 schools,
multifamily & affordable housing, and sports
& recreation clients. He has performed ADA
assessments to 30+ Million SF of space and,
has consulted on projects in 32 U.S. States, DC,
Puerto Rico & Canada.
Education
University at Buffalo
Masters of Architecture
University at Buffalo
Bachelor of Prof Studies - Architecture
Professional Registration
Registered Architect
Maryland & New York
Experience
Years in Industry: 35 years
Years in Current Role: 10 year
Years in Previous Role: 25 years
Project Role: Accessibility Consultant
Time devoted to each phase of the project:
Concept: 5%
SD: 5%
DD: 5%
CD: 10%
Construction: 5%
Close Out: 5%
DGS Raymond Elementary School
Washington, DC
ADA/ Accessibility Consultant
Provided accessibility code consulting, including an ADA survey and
assessment of the existing 85,000 SF facility and exterior play areas as part
of the comprehensive renovation to the historic school complex totaling
85.000 SF.
DGS Ward 1 - Short Term & Permanent Supportive Housing
Washington, DC
ADA/ Accessibility Consultant
Provided accessibility consulting services for a new five-story supportive
multi-family building with Short-Term Family Housing (STFH) and
Permanent Supportive Housing (PSH) units sponsored by DC government.
The residential building is approximately 70,000 SF with 50 units,
community and office space, and with one level of below grade parking.
DGS Jefferson Academy
Washington, DC
ADA/ Accessibility Consultant
Accessibility consulting for the design of a comprehensive renovation and
addition to the historic school, including and ADA survey of the 110,000 SF
school & play fields.
DGS Silver Spring Rec & Aquatic Center
Montgomery County, MD
ADA/ Accessibility Consultant
Provided accessibility consulting services for the design of a regional
sports, recreational and aquatics center featuring a competition pool,
recreational pool, leisure pool, water maze and fitness centers. The facility
is approximately 46,000 square feet in size and also includes: community
program space, art classrooms, senior source center and administrative
offices.
Arlington YMCA
Arlington, VA
ADA/ Accessibility Consultant
Accessibility consulting services for a new regional YMCA with two swim-
ming pools, indoor tennis courts, fitness center, exercise and yoga studios,
child care facilities, and indoor parking, totaling approximately 80,000
square feet.
Project Workload NTP-Final Completion
SBP has been highly active in sustainable projects for over a decade
and given our diverse workload covering engineering, sustainability
and commissioning as well as effective leadership, QA/QC procedures,
and general organization activities we have successfully managed and
completed a high-volume of projects in said time period.
Relevant Project Experience
Jennifer Wolf
Director of Sustainable Programs
Sustainable Building Partners
Jennifer co-managers the Sustainable
Program’s Department and is responsible
for facilitating and coordinating the
delivery of sustainable projects including
new construction, interior fit-outs, and
neighborhoods. She closely follows the
design and construction team, providing
technical guidance and support to improve
sustainable design elements and address
jurisdictional requirements. Jennifer ensures
timely and accurate documentation for the
successful certification of projects under
USGBC’s LEED rating system.
Education
University of Maryland
M.E. Sustainable Energy Engineering
Virginia Polytechnic Institute and
State University
M.S. Civil Engineering
Virginia Polytechnic Institute and
State University
B.S. Civil Engineering
Professional Registration
Memberships + Accreditations
LEED AP BD+C, EIT, LFA
Project Role: Project Manager
Time devoted to each phase of the project:
Concept: 10%
SD: 10%
DD: 40%
CD: 30%
Construction: 30%
Close Out: 10%
DGS Southeast Tennis and Learning Center
Washington, DC
Project Manager - Sustainability
Coolidge High School
Washington, DC
Project Manager - Sustainability
Sustainability Consultant | After a complete modernization and resto-
ration, Coolidge Senior High School was re-imagined for a science, math,
computer technology, media, and arts focused curriculum. In addition
to the high school, a new collocated middle school was also planned for
the site. With the achievement of LEED Gold, sustainable features include
energy efficient mechanical systems, a green roof on the addition, low
VOC materials, and a stormwater management system.
Confidential Project
Washington, DC
Project Manager - Sustainability
Sustainability Consultant | The newly renovated and expanded Southeast
Tennis and Learning Center is a state-of-the-art facility that includes
both athletic and educational amenities, supporting the mission of the
Recreation Wish List Committee by providing District children and teens
access to recreation and sports, technology and academic enrichment
programs.
Operated by the DC Department of General Services, the building includes
a 48,000 sq. ft. indoor tennis arena with mezzanine spectator seating
for over 300 people, a new conditioning room, computer lab, multipur-
pose room, library and kitchen. The indoor arena houses six 78-foot hard
courts. The facility also includes an outdoor tennis pavilion, new tennis
themed playground, six-outdoor hard courts, one-outdoor clay court
and an outdoor hitting wall. The Center is one of the largest and finest
tennis facilities in the region. SBP is providing LEED consulting and admin-
istration.
Sustainability Consultant | The project includes a full renovation and
reimagination of the publicly available space at the project’s Headquar-
ters in Washington, DC. The transformation seeks to attract and engage
visitors by providing immersive experiences, education center, shows,
archives, and museum space. Sustainability is intertwined throughout all
facets of the renovation and connects to larger goals and commitments
of the project. SBP has supported the project from inception, exploring,
leveraging, and applying sustainability and wellness frameworks to the
project.
Experience
Years in Industry: 16 years
Years in Current Role: 2 years
Years in Previous Roles:
Sustainable Program Manager:
8 years
Project Manager: 4 years

Jake Torok joined Sustainable Building
Partners as Building Performance
Analyst in May of 2011. SBP is a full service
energy efficiency and sustainable
consulting firm serving the commercial and
residential markets. Jake is
responsible for developing and overseeing
work related to building energy
efficiency and performance with an
emphasis on energy modeling solutions. He
holds credentials including the ASHRAE
Building Energy Modeling Professional
(BEMP), LEED-AP BD&amp;C, as well as the FE/
EIT.
Education
James Madison University
B.S. Integrated Science and
Technology
Professional Registration
Memberships + Accreditations
LEED AP, BEMP, EIT
Jake Torok
Director of Building Performance
Sustainable Building Partners
Experience
Years in Industry: 13 years
Years in Current Role: 1 years
Years in Previous Roles:
Building Performance Manager: 11 years
Project Workload NTP-Final Completion
SBP has been highly active in sustainable projects for over a decade
and given our diverse workload covering engineering, sustainability
and commissioning as well as effective leadership, QA/QC procedures,
and general organization activities we have successfully managed and
completed a high-volume of projects in said time period.
Relevant Project Experience
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 10%
SD: 20%
DD: 60%
CD: 5%
Construction: 5%
Close Out: 5%
SECRA Community Center
Newport News, VA
Project Manager - Energy Modeling
Building Performance Consultant | The 105,000 Southeast Area Community
Resource Area combines the Pearl Bailey Library, Doris Miller Community
Center, and additional community partner spaces. The project will include
historical preservation of the Huntington School building. The outdoor
area includes a splash park as well as community green spaces. SBP is
providing the Energy Model for this project.
Keys Healing Village
Baltimore, MD
Project Manager - Energy Modeling
Building Performance Consultant | The project will be a multi-purpose
community center with offices, a gymnasium, counseling rooms, a media
lab, sound booth and a 300 person dining hall. The site includes a large
outdoor space planned for future programmed activities as well as open
space for community use. They are targeting LEED Silver as the method of
meeting the green requirements for Baltimore. SBP is providing
the Energy Model as per LEED requirements
DGS Ward 8 Senior Wellness Center
Washington, DC
Project Manager - Energy Modeling
Building Performance Consultant | 13,000 SF base building ground up new
construction of the Ward 8 Senior Wellness center where seniors will be
able to congregate for recreation and general well-being. Construction
of the new space will be within the grounds of the existing Kramer Middle
School Parking lot with support spaces that promote senior wellness
activities such as a Gym, meeting rooms, educational space and
Therapeutic Pool. Aiming for LEED Gold, SBP is providing the Energy Model
as per code and LEED requirements.
PWC Homeless Navigation Center East
Woodbridge, VA
Project Manager - Energy Modeling
Building Performance Consultant | 13,000 SF base building ground up new
construction of the Ward 8 Senior Wellness center where seniors will be
able to congregate for recreation and general well-being. Construction
of the new space will be within the grounds of the existing Kramer Middle
School Parking lot with support spaces that promote senior wellness
activities such as a Gym, meeting rooms, educational space and
Therapeutic Pool. With LEED Gold as the requirement, SBP is providing the
Energy Model for this project.
Project Workload NTP-Final Completion
Gallaudet University- Hanson Park
GoGo Museum
Truesdell Elementary
St. Elizabeths- College Track STE
Relevant Project Experience
Justin Caron, MBA
Principal / CEO
Aquatic Design Group
Justin has spent his entire life around aquatics.
Son of an ASCA level 4 coach, Caron developed
a passion for water early and translated that
passion to success as a swimmer at the club,
High School, NCAA, and USA Swimming levels.
In 2005 Caron transitioned into the world
of aquatics consulting and since then has
personally managed over 800 projects, spoken
at over 100 industry events, and written or been
featured in over 75 publications/podcasts.
Education
Capella University- Minneapolis, Minnesota
– Masters of Business Administration (2009)
Auburn University- Auburn, Alabama – Bach-
elor of Arts, Communications, Psychology
(2003)

Professional Registration
Certified Aquatic Facility Operator
(AFO
Experience
Years in Industry: 18 years
Years in Current Role: 5 years
Years in Previous Role: 13 years
Project Role: Aquatics Principal In
Charge
Time devoted to each phase of the project:
Concept: 15%
SD: 10%
DD: 10%
CD: 5%
Construction: 2%
Close Out: 1%
JELLEFF RECREATION CENTER FEASIBILITY STUDY,
WASHINGTON, DC
ROLE: Aquatics Project Principal
Aquatic Design Group assisted in the preparation of a
feasibility study as required for the modernization of the
Jelleff Community Center, including evaluation of several
configurations for renovating and expanding the pool area.

DEANWOOD COMMUNITY CENTER AND LIBRARY,
WASHINGTON, DC
ROLE: Aquatics Project Principal
Aquatic Design Group provided programming, planning,
construction documents and construction observation as
required for the construction of a 5,518 square foot indoor
lap / leisure pool featuring a six-lane x 25-yard indoor
swimming pool / lazy river area, underwater benches, a
120-foot long waterslide, multiple wet play elements, and
a zero-depth entry with wet play structures and waterslide
/ waterslide receiving area for the DC Department of Parks
and Recreation.
CHICK WEBB IMPROVEMENTS, BALTIMORE, MD
Role: Aquatics Project Principal
Aquatic Design Group is providing design, engineering, and
construction services for the removal and replacement of
the existing four-lane swimming pool at the Chick Webb
Recreation Center, including replacement of the swimming
pool mechanical equipment and piping, new swimming
pool chemical control system, new ADA compliant pool
lift, and an evaluation of the swimming pool for code and
maintenance operations conditions.
DUNBAR HIGH SCHOOL, WASHINGTON, DC
Role: Aquatics Project Principal
Aquatic Design Group provided programming, planning,
construction documents and construction observation for
a new indoor eight-lane 25 yard x 25 meter competition
pool. Dunbar High School achieved LEED Platinum
Certification.
ANNE ARUNDEL COUNTY AQUATIC CENTERS, ANNE ARUNDEL
COUNTY, MD
Role: Aquatics Project Manager
Aquatic Design Group is assisting with several projects
in Anne Arundel County, including the preparation
of a feasibility study through design
and construction observation for the
development of a new aquatic center, as
well as design, engineering, and construction
observation for a splash pad at North
Arundel Aquatic Center.

Greg Ferrell is a registered architect with
more than 700 completed aquatic projects
in his professional career. His experience
consists of programming, master planning,
concept design, and construction document
drawings for resorts, waterparks, municipal
recreation, high school competition, leisure
aquatic facilities, and water features.
Education
New School of Architecture and Design - San
Diego, CA – Bachelor of Architecture (2011)
Professional Registration
Registered Architect – District
of Columbia #ARC103234
Also licensed in 25 other states
Greg Ferrell, AIA
Principal Architect / Vice President
Experience
Years in Industry: 15 years
Years in Current Role: 3 years
Years in Previous Role: 12 years
Project Workload NTP-Final Completion
Howard University Burr Gym Renovation
Carl F. West
Truesdell Elementary School
Relevant Project Experience
Project Role: Project Executive
Time devoted to each phase of the project:
Concept: 10%
SD: 15%
DD: 15%
CD: 10%
Construction: 2%
Close Out: 2%
DEANWOOD COMMUNITY CENTER AND LIBRARY,
WASHINGTON, DC
ROLE: Aquatics Project Principal
Aquatic Design Group provided programming, planning,
construction documents and construction observation as
required for the construction of a 5,518 square foot indoor
lap / leisure pool featuring a six-lane x 25-yard indoor
swimming pool / lazy river area, underwater benches, a
120-foot long waterslide, multiple wet play elements, and
a zero-depth entry with wet play structures and waterslide
/ waterslide receiving area for the DC Department of Parks
and Recreation.
DUNBAR HIGH SCHOOL, WASHINGTON, DC
Role: Aquatics Project Principal
Aquatic Design Group provided programming, planning,
construction documents and construction observation for
a new indoor eight-lane 25 yard x 25 meter competition
pool. Dunbar High School achieved LEED Platinum
Certification.
CHICK WEBB IMPROVEMENTS, BALTIMORE, MD
Role: Aquatics Project Principal
Aquatic Design Group is providing design, engineering, and
construction services for the removal and replacement of
the existing four-lane swimming pool at the Chick Webb
Recreation Center, including replacement of the swimming
pool mechanical equipment and piping, new swimming
pool chemical control system, new ADA compliant pool
lift, and an evaluation of the swimming pool for code and
maintenance operations conditions.
ANNE ARUNDEL COUNTY AQUATIC CENTERS, ANNE ARUNDEL
COUNTY, MD
Role: Aquatics Project Manager
Aquatic Design Group is assisting with several projects
in Anne Arundel County, including the preparation of
a feasibility study through design and construction
observation for the development of a new aquatic
center, as well as design, engineering, and construction
observation for a splash pad at North Arundel Aquatic
Center.
ROCKVILLE SWIM AND FITNESS CENTER, ROCKVILLE, MD
Role: Aquatics Project Manager
Aquatic Design Group is providing design, engineering, and
construction observation for the renovation of the outdoor
recreation pools at the Rockville Swim and Fitness Center,
to include a recreation swimming pool with
six 25-yard lap lanes, zero depth beach entry,
vortex river with bubblers, and tall water
flume slide (approx. 7500 SF); a kiddie/tot
swimming pool with beach entry and a wet
play structure; and a splash pad with water
toys.

E
xhibit G1
Davis Bacon Wage Determination

6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 1/9
"General Decision Number: DC20250002 05/30/2025
Superseded General Decision Number: DC20240002
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)(1).
______________________________________________________________
|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 $17.75 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 2025. |
|______________________________|_____________________________|
|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: | $13.30 per hour (or the |
| | applicable wage rate listed|
| | on this wage determination,|
| | if it is higher) for all |
| | hours spent performing on |
| | that contract in 2025. |
|______________________________|_____________________________|
The applicable Executive Order minimum wage rate will be
adjusted annually. If this contract is covered by one of the
Executive Orders and a classification considered necessary for
performance of work on the contract does not appear on this
wage determination, the contractor must still submit a
conformance request.
Additional information on contractor requirements and worker
protections under the Executive Orders is available at
http://www.dol.gov/whd/govcontracts.
Modification Number Publication Date
0 01/03/2025
1 01/10/2025
6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 2/9
2 01/24/2025
3 02/14/2025
4 02/21/2025
5 05/30/2025
ASBE0024-007 10/01/2024
Rates Fringes
ASBESTOS WORKER/HEAT & FROST
INSULATOR........................$ 40.77 20.17+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 10/01/2024
Rates Fringes
ASBESTOS WORKER: HAZARDOUS
MATERIAL HANDLER.................$ 24.46 10.19+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 10/01/2024
Rates Fringes
FIRESTOPPER......................$ 30.21 10.43+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
and after the paid holiday.
----------------------------------------------------------------
* BRDC0001-002 04/27/2025
6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 3/9
Rates Fringes
BRICKLAYER.......................$ 38.80 15.17
----------------------------------------------------------------
CARP0197-011 05/01/2024
Rates Fringes
CARPENTER, Includes Drywall
Hanging, Form Work, and Soft
Floor Laying-Carpet..............$ 34.41 14.33
----------------------------------------------------------------
CARP0219-001 05/01/2024
Rates Fringes
MILLWRIGHT.......................$ 38.61 16.89
----------------------------------------------------------------
CARP0474-006 05/01/2024
Rates Fringes
PILEDRIVERMAN....................$ 36.60 14.47
----------------------------------------------------------------
ELEC0026-016 06/05/2023
Rates Fringes
ELECTRICIAN, Includes
Installation of
HVAC/Temperature Controls........$ 53.00 21.35
----------------------------------------------------------------
ELEC0026-017 09/02/2024
Rates Fringes
ELECTRICAL INSTALLER (Sound
& Communication Systems).........$ 32.60 12.92
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.
----------------------------------------------------------------
ELEV0010-001 01/01/2025
Rates Fringes
6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 4/9
ELEVATOR MECHANIC................$ 57.16 38.435+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 06/01/2024
Rates Fringes
IRONWORKER, STRUCTURAL AND
ORNAMENTAL.......................$ 37.86 25.86
----------------------------------------------------------------
IRON0005-012 05/01/2024
Rates Fringes
IRONWORKER, REINFORCING..........$ 31.88 23.78
----------------------------------------------------------------
LABO0011-009 06/01/2024
Rates Fringes
LABORER: Skilled................$ 29.66 8.29
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 04/27/2025
Rates Fringes
MARBLE/STONE MASON...............$ 45.65 21.21
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)
----------------------------------------------------------------
* MARB0003-006 04/27/2025
Rates Fringes
6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 5/9
TERRAZZO WORKER/SETTER...........$ 34.34 14.20
----------------------------------------------------------------
* MARB0003-007 04/27/2025
Rates Fringes
TERRAZZO FINISHER................$ 28.85 12.55
----------------------------------------------------------------
* MARB0003-008 04/27/2025
Rates Fringes
TILE SETTER......................$ 34.34 14.20
----------------------------------------------------------------
* MARB0003-009 04/27/2025
Rates Fringes
TILE FINISHER....................$ 28.85 12.55
----------------------------------------------------------------
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 06/01/2023
Rates Fringes
PAINTER
Brush, Roller, Spray and
Drywall Finisher............$ 27.46 11.56
----------------------------------------------------------------
PLAS0891-005 07/01/2023
Rates Fringes
PLASTERER (Including
Fireproofing)....................$ 31.83 8.96
----------------------------------------------------------------
PLAS0891-006 02/01/2024
Rates Fringes
CEMENT MASON/CONCRETE FINISHER...$ 30.25 13.60
----------------------------------------------------------------
PLUM0005-010 08/01/2024
Rates Fringes
PLUMBER..........................$ 51.25 22.46+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.
----------------------------------------------------------------
PLUM0602-008 08/01/2024
6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 6/9
Rates Fringes
PIPEFITTER, Includes HVAC
Pipe Installation................$ 52.27 23.79+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 07/01/2024
Rates Fringes
ROOFER...........................$ 34.76 14.91
----------------------------------------------------------------
SFDC0669-002 01/01/2025
Rates Fringes
SPRINKLER FITTER (Fire
Sprinklers)......................$ 42.32 26.39
----------------------------------------------------------------
SHEE0100-015 11/01/2023
Rates Fringes
SHEET METAL WORKER (Including
HVAC Duct Installation)..........$ 47.92 22.72+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,
caulking, cleaning of new or
replacement
masonry, brick, stone or
cement...........................$ 18.88
6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 7/9
----------------------------------------------------------------
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 ($17.75) or 13658
($13.30). Please see the Note at the top of the wage
determination for more information. Please also note that the
minimum wage requirements of Executive Order 14026 are not
currently being enforced as to any contract or subcontract to
which the states of Texas, Louisiana, or Mississippi, including
their agencies, are a party.
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) (iii)).
----------------------------------------------------------------
The body of each wage determination lists the classifications
and wage rates that have been found to be prevailing for the
type(s) of construction and geographic area covered by the wage
determination. The classifications are listed in alphabetical
order under rate identifiers indicating whether the particular
rate is a union rate (current union negotiated rate), a survey
rate, a weighted union average rate, a state adopted rate, or a
supplemental classification rate.
Union Rate Identifiers
A four-letter identifier beginning with characters other than
""SU"", ""UAVG"", ?SA?, or ?SC? denotes that a union rate was
prevailing for that classification in the survey. Example:
PLUM0198-005 07/01/2024. PLUM is an identifier of the union
whose collectively bargained rate 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 the wage determination. The date, 07/01/2024 in the
example, is the effective date of the most current negotiated
6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 8/9
rate.
Union prevailing wage rates are updated to reflect all changes
over time that are reported to WHD in the rates
in the collective bargaining agreement (CBA) governing the
classification.
Union Average Rate Identifiers
The UAVG identifier indicates that no single rate prevailed for
those classifications, but that 100% of the data reported for
the classifications reflected union rates. EXAMPLE:
UAVG-OH-0010 01/01/2024. UAVG indicates that the rate is a
weighted union average rate. OH indicates the State of Ohio.
The next number, 0010 in the example, is an internal number
used in producing the wage determination. The date, 01/01/2024
in the example, indicates the date the wage determination was
updated to reflect the most current union average rate.
A UAVG rate will be updated once a year, usually in January, to
reflect a weighted average of the current rates in the
collective bargaining agreements on which the rate is based.
Survey Rate Identifiers
The ""SU"" identifier indicates that either a single non-union
rate prevailed (as defined in 29 CFR 1.2) for this
classification in the survey or that the rate was derived by
computing a weighted average rate based on all the rates
reported in the survey for that classification. As a weighted
average rate includes all rates reported in the survey, it may
include both union and non-union rates. Example: SUFL2022-007
6/27/2024. SU indicates the rate is a single non-union
prevailing rate or a weighted average of survey data for that
classification. FL indicates the State of Florida. 2022 is the
year of the 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. The date,
6/27/2024 in the example, indicates the survey completion date
for the classifications and rates under that identifier.
?SU? wage rates typically remain in effect until a new survey
is conducted. However, the Wage and Hour Division (WHD) has the
discretion to update such rates under 29 CFR 1.6(c)(1).
State Adopted Rate Identifiers
The ""SA"" identifier indicates that the classifications and
prevailing wage rates set by a state (or local) government were
adopted under 29 C.F.R 1.3(g)-(h). Example: SAME2023-007
01/03/2024. SA reflects that the rates are state adopted. ME
refers to the State of Maine. 2023 is the year during which the
state completed the survey on which the listed classifications
and rates are based. The next number, 007 in the example, is an
internal number used in producing the wage determination.
The date, 01/03/2024 in the example, reflects the date on which
the classifications and rates under the ?SA? identifier took
effect under state law in the state from which the rates were
adopted.
-----------------------------------------------------------
WAGE DETERMINATION APPEALS PROCESS
1) Has there been an initial decision in the matter? This can
6/6/25, 10:20 AM SAM.gov
https://sam.gov/wage-determination/DC20250002/5 9/9
be:
a) a survey underlying a wage determination
b) an existing published wage determination
c) an initial WHD letter setting forth a position on
a wage determination matter
d) an initial conformance (additional classification
and rate) determination
On survey related matters, initial contact, including requests
for summaries of surveys, should be directed to the WHD Branch
of Wage Surveys. Requests can be submitted via email to
davisbaconinfo@dol.gov or by mail to:
Branch of Wage Surveys
Wage and Hour Division
U.S. Department of Labor
200 Constitution Avenue, N.W.
Washington, DC 20210
Regarding any other wage determination matter such as
conformance decisions, requests for initial decisions should be
directed to the WHD Branch of Construction Wage Determinations.
Requests can be submitted via email to BCWD-Office@dol.gov or
by mail 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 an initial decision has been issued, then any interested
party (those affected by the action) that disagrees with the
decision can request review and reconsideration from the Wage
and Hour Administrator (See 29 CFR Part 1.8 and 29 CFR Part 7).
Requests for review and reconsideration can be submitted via
email to dba.reconsideration@dol.gov or by mail 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 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.
================================================================
END OF GENERAL DECISION"

Exhibit G2
Ti
tle 29 Code of Federal Regulation (CFR) part 5.5

122
29 CFR Subtitle A (7–1–24 Edition) §§ 5.3–5.4
Wages. The term ‘‘wages’’ means the
basic hourly rate of pay; any contribu-
tion irrevocably made by a contractor
or subcontractor 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 subcontractor which may be reason-
ably 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 or 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.
Wage determination. The term ‘‘wage
determination’’ includes the original
decision and any subsequent decisions
revising, modifying, superseding, cor-
recting, or otherwise changing the pro-
visions of the original decision. The ap-
plication of the wage determination
must be in accordance with the provi-
sions of § 1.6 of this subtitle.
[88 FR 57731, Aug. 23, 2023]
§§ 5.3–5.4 [Reserved]
§ 5.5 Contract provisions and related
matters.
(a) Required contract clauses. The
Agency head will cause or require the
contracting officer to require the con-
tracting officer to insert in full, or (for
contracts covered by the Federal Ac-
quisition Regulation (48 CFR chapter
1)) by reference, in any contract in ex-
cess of $2,000 which is entered into for
the actual construction, alteration
and/or repair, including painting and
decorating, of a public building or pub-
lic 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
laws referenced by § 5.1, the following
clauses (or any modifications thereof
to meet the particular needs of the
agency, Provided, That such modifica-
tions are first approved by the Depart-
ment of Labor):
(1) Minimum wages—(i) Wage rates and
fringe benefits. All laborers and mechan-
ics employed or working upon the site
of the work (or otherwise working in
construction or development of the
project under a development statute),
will be paid unconditionally and not
less often than once a week, and with-
out subsequent deduction or rebate on
any account (except such payroll de-
ductions as are permitted by regula-
tions issued by the Secretary of Labor
under the Copeland Act (29 CFR part
3)), the full amount of basic hourly
wages and 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. As pro-
vided in paragraphs (d) and (e) of this
section, the appropriate wage deter-
minations are effective by operation of
law even if they have not been at-
tached to the contract. Contributions
made or costs reasonably anticipated
for bona fide fringe benefits under the
Davis-Bacon Act (40 U.S.C. 3141(2)(B))
on behalf of laborers or mechanics are
considered wages paid to such laborers
or mechanics, subject to the provisions
of paragraph (a)(1)(v) of this section;
also, regular contributions made or
costs incurred for more than a weekly
period (but not less often than quar-
terly) under plans, funds, or programs
which cover the particular weekly pe-
riod, are deemed to be constructively
made or incurred during such weekly
period. Such laborers and mechanics
must be paid the appropriate wage rate
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123
Office of the Secretary of Labor § 5.5
and fringe benefits on the wage deter-
mination for the classification(s) of
work actually performed, without re-
gard to skill, except as provided in
paragraph (a)(4) of this section. Labor-
ers or mechanics performing work in
more than one classification may be
compensated at the rate specified for
each classification for the time actu-
ally worked therein: Provided, That the
employer’s payroll records accurately
set forth the time spent in each classi-
fication in which work is performed.
The wage determination (including any
additional classifications and wage
rates conformed under paragraph
(a)(1)(iii) of this section) and the Davis-
Bacon poster (WH–1321) must be posted
at all times by the contractor and its
subcontractors at the site of the work
in a prominent and accessible place
where it can be easily seen by the
workers.
(ii) Frequently recurring classifications.
(A) In addition to wage and fringe ben-
efit rates that have been determined to
be prevailing under the procedures set
forth in 29 CFR part 1, a wage deter-
mination may contain, pursuant to
§ 1.3(f), wage and fringe benefit rates for
classifications of laborers and mechan-
ics for which conformance requests are
regularly submitted pursuant to para-
graph (a)(1)(iii) of this section, pro-
vided that:
(1) The work performed by the classi-
fication is not performed by a classi-
fication in the wage determination for
which a prevailing wage rate has been
determined;
(2) The classification is used in the
area by the construction industry; and
(3) The wage rate for the classifica-
tion bears a reasonable relationship to
the prevailing wage rates contained in
the wage determination.
(B) The Administrator will establish
wage rates for such classifications in
accordance with paragraph
(a)(1)(iii)(A)(3) of this section. Work
performed in such a classification must
be paid at no less than the wage and
fringe benefit rate listed on the wage
determination for such classification.
(iii) Conformance. (A) The contracting
officer must require that any class of
laborers or mechanics, including help-
ers, which is not listed in the wage de-
termination and which is to be em-
ployed under the contract be classified
in conformance with the wage deter-
mination. Conformance of an addi-
tional classification and wage rate and
fringe benefits is appropriate 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 used 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) The conformance process may not
be used to split, subdivide, or otherwise
avoid application of classifications list-
ed in the wage determination.
(C) 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
will be sent by the contracting officer
by email to DBAconformance@dol.gov.
The Administrator, or an authorized
representative, 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.
(D) 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 will, by email to
DBAconformance@dol.gov, refer the
questions, including the views of all in-
terested parties and the recommenda-
tion of the contracting officer, to the
Administrator for determination. The
Administrator, or an authorized rep-
resentative, will issue a determination
within 30 days of receipt and so advise
the contracting officer or will notify
the contracting officer within the 30–
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124
29 CFR Subtitle A (7–1–24 Edition) § 5.5
day period that additional time is nec-
essary.
(E) The contracting officer must
promptly notify the contractor of the
action taken by the Wage and Hour Di-
vision under paragraphs (a)(1)(iii)(C)
and (D) of this section. The contractor
must furnish a written copy of such de-
termination to each affected worker or
it must be posted as a part of the wage
determination. The wage rate (includ-
ing fringe benefits where appropriate)
determined pursuant to paragraph
(a)(1)(iii)(C) or (D) of this section must
be paid to all workers performing work
in the classification under this con-
tract from the first day on which work
is performed in the classification.
(iv) Fringe benefits not expressed as an
hourly rate. Whenever the minimum
wage rate prescribed in the contract
for a class of laborers or mechanics in-
cludes a fringe benefit which is not ex-
pressed as an hourly rate, the con-
tractor may either pay the benefit as
stated in the wage determination or
may pay another bona fide fringe ben-
efit or an hourly cash equivalent there-
of.
(v) Unfunded plans. 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 mechanic the amount of
any costs reasonably anticipated in
providing bona fide fringe benefits
under a plan or program, Provided,
That the Secretary of Labor has found,
upon the written request of the con-
tractor, in accordance with the criteria
set forth in § 5.28, that the applicable
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 meet-
ing of obligations under the plan or
program.
(vi) Interest. In the event of a failure
to pay all or part of the wages required
by the contract, the contractor will be
required to pay interest on any under-
payment of wages.
(2) Withholding—(i) Withholding re-
quirements. The [write in name of Fed-
eral agency or the recipient of Federal
assistance] may, upon its own action,
or must, upon written request of an au-
thorized representative of the Depart-
ment of Labor, withhold or cause to be
withheld from the contractor so much
of the accrued payments or advances as
may be considered necessary to satisfy
the liabilities of the prime contractor
or any subcontractor for the full
amount of wages and monetary relief,
including interest, required by the
clauses set forth in paragraph (a) of
this section for violations of this con-
tract, or to satisfy any such liabilities
required by any other Federal con-
tract, or federally assisted contract
subject to Davis-Bacon labor stand-
ards, that is held by the same prime
contractor (as defined in § 5.2). The nec-
essary funds may be withheld from the
contractor under this contract, any
other Federal contract with the same
prime contractor, or any other feder-
ally assisted contract that is subject to
Davis-Bacon labor standards require-
ments and is held by the same prime
contractor, regardless of whether the
other contract was awarded or assisted
by the same agency, and such funds
may be used to satisfy the contractor
liability for which the funds were with-
held. In the event of a contractor’s fail-
ure to pay any laborer or mechanic, in-
cluding any apprentice or helper work-
ing on the site of the work (or other-
wise working in construction or devel-
opment of the project under a develop-
ment statute) all or part of the wages
required by the contract, or upon the
contractor’s failure to submit the re-
quired records as discussed in para-
graph (a)(3)(iv) of this section, the
[Agency] may on its own initiative and
after written notice to the contractor,
sponsor, applicant, owner, or other en-
tity, as the case may be, take such ac-
tion as may be necessary to cause the
suspension of any further payment, ad-
vance, or guarantee of funds until such
violations have ceased.
(ii) Priority to withheld funds. The De-
partment has priority to funds with-
held or to be withheld in accordance
with paragraph (a)(2)(i) or (b)(3)(i) of
this section, or both, over claims to
those funds by:
(A) A contractor’s surety(ies), includ-
ing without limitation performance
bond sureties and payment bond sure-
ties;
(B) A contracting agency for its re-
procurement costs;
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125
Office of the Secretary of Labor § 5.5
(C) A trustee(s) (either a court-ap-
pointed trustee or a U.S. trustee, or
both) in bankruptcy of a contractor, or
a contractor’s bankruptcy estate;
(D) A contractor’s assignee(s);
(E) A contractor’s successor(s); or
(F) A claim asserted under the
Prompt Payment Act, 31 U.S.C. 3901–
3907.
(3) Records and certified payrolls —(i)
Basic record requirements —(A) Length of
record retention. All regular payrolls
and other basic records must be main-
tained by the contractor and any sub-
contractor during the course of the
work and preserved for all laborers and
mechanics working at the site of the
work (or otherwise working in con-
struction or development of the project
under a development statute) for a pe-
riod of at least 3 years after all the
work on the prime contract is com-
pleted.
(B) Information required. Such records
must contain the name; Social Secu-
rity number; last known address, tele-
phone number, and email address of
each such worker; each worker’s cor-
rect classification(s) of work actually
performed; hourly rates of wages paid
(including rates of contributions or
costs anticipated for bona fide fringe
benefits or cash equivalents thereof of
the types described in 40 U.S.C.
3141(2)(B) of the Davis-Bacon Act);
daily and weekly number of hours ac-
tually worked in total and on each cov-
ered contract; deductions made; and
actual wages paid.
(C) Additional records relating to fringe
benefits. Whenever the Secretary of
Labor has found under paragraph
(a)(1)(v) of this section that the wages
of any laborer or mechanic include the
amount of any costs reasonably antici-
pated in providing benefits under a
plan or program described in 40 U.S.C.
3141(2)(B) of the Davis-Bacon Act, the
contractor must maintain records
which show that the commitment to
provide such benefits is enforceable,
that the plan or program is financially
responsible, and that the plan or pro-
gram has been communicated in writ-
ing to the laborers or mechanics af-
fected, and records which show the
costs anticipated or the actual cost in-
curred in providing such benefits.
(D) Additional records relating to ap-
prenticeship. Contractors with appren-
tices working under approved programs
must maintain written evidence of the
registration of apprenticeship pro-
grams, the registration of the appren-
tices, and the ratios and wage rates
prescribed in the applicable programs.
(ii) Certified payroll requirements —(A)
Frequency and method of submission. The
contractor or subcontractor must sub-
mit weekly, for each week in which
any DBA- or Related Acts-covered
work is performed, certified payrolls to
the [write in name of appropriate Fed-
eral agency] if the agency is a party to
the contract, but if the agency is not
such a party, the contractor will sub-
mit the certified payrolls to the appli-
cant, sponsor, owner, or other entity,
as the case may be, that maintains
such records, for transmission to the
[write in name of agency]. The prime
contractor is responsible for the sub-
mission of all certified payrolls by all
subcontractors. A contracting agency
or prime contractor may permit or re-
quire contractors to submit certified
payrolls through an electronic system,
as long as the electronic system re-
quires a legally valid electronic signa-
ture; the system allows the contractor,
the contracting agency, and the De-
partment of Labor to access the cer-
tified payrolls upon request for at least
3 years after the work on the prime
contract has been completed; and the
contracting agency or prime con-
tractor permits other methods of sub-
mission in situations where the con-
tractor is unable or limited in its abil-
ity to use or access the electronic sys-
tem.
(B) Information required. The certified
payrolls submitted must set out accu-
rately and completely all of the infor-
mation required to be maintained
under paragraph (a)(3)(i)(B) of this sec-
tion, except that full Social Security
numbers and last known addresses,
telephone numbers, and email address-
es must not be included on weekly
transmittals. Instead, the certified
payrolls need only include an individ-
ually identifying number for each
worker (e.g., the last four digits of the
worker’s Social Security number). The
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29 CFR Subtitle A (7–1–24 Edition) § 5.5
required weekly certified payroll infor-
mation may be submitted using Op-
tional Form WH–347 or in any other
format desired. Optional Form WH–347
is available for this purpose from the
Wage and Hour Division website at
https://www.dol.gov/sites/dolgov/files/
WHD/legacy/files/wh347/.pdf or its suc-
cessor website. It is not a violation of
this section for a prime contractor to
require a subcontractor to provide full
Social Security numbers and last
known addresses, telephone numbers,
and email addresses to the prime con-
tractor for its own records, without
weekly submission by the subcon-
tractor to the sponsoring government
agency (or the applicant, sponsor,
owner, or other entity, as the case may
be, that maintains such records).
(C) Statement of Compliance. Each cer-
tified payroll submitted must be ac-
companied by a ‘‘Statement of Compli-
ance,’’ signed by the contractor or sub-
contractor, or the contractor’s or sub-
contractor’s agent who pays or super-
vises the payment of the persons work-
ing on the contract, and must certify
the following:
(1) That the certified payroll for the
payroll period contains the informa-
tion required to be provided under
paragraph (a)(3)(ii) of this section, the
appropriate information and basic
records are being maintained under
paragraph (a)(3)(i) of this section, and
such information and records are cor-
rect and complete;
(2) That each laborer or mechanic
(including each helper and apprentice)
working on the contract during the
payroll period has been paid the full
weekly wages earned, without rebate,
either directly or indirectly, and that
no deductions have been made either
directly or indirectly from the full
wages earned, other than permissible
deductions as set forth in 29 CFR part
3; and
(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(s) of
work actually performed, as specified
in the applicable wage determination
incorporated into the contract.
(D) Use of Optional Form WH–347. The
weekly submission of a properly exe-
cuted certification set forth on the re-
verse side of Optional Form WH–347
will satisfy the requirement for sub-
mission of the ‘‘Statement of Compli-
ance’’ required by paragraph
(a)(3)(ii)(C) of this section.
(E) Signature. The signature by the
contractor, subcontractor, or the con-
tractor’s or subcontractor’s agent must
be an original handwritten signature or
a legally valid electronic signature.
(F) Falsification. The falsification of
any of the above certifications may
subject the contractor or subcon-
tractor to civil or criminal prosecution
under 18 U.S.C. 1001 and 31 U.S.C. 3729.
(G) Length of certified payroll reten-
tion. The contractor or subcontractor
must preserve all certified payrolls
during the course of the work and for a
period of 3 years after all the work on
the prime contract is completed.
(iii) Contracts, subcontracts, and re-
lated documents. The contractor or sub-
contractor must maintain this con-
tract or subcontract and related docu-
ments including, without limitation,
bids, proposals, amendments, modifica-
tions, and extensions. The contractor
or subcontractor must preserve these
contracts, subcontracts, and related
documents during the course of the
work and for a period of 3 years after
all the work on the prime contract is
completed.
(iv) Required disclosures and access —
(A) Required record disclosures and access
to workers. The contractor or subcon-
tractor must make the records re-
quired under paragraphs (a)(3)(i)
through (iii) of this section, and any
other documents that the [write the
name of the agency] or the Department
of Labor deems necessary to determine
compliance with the labor standards
provisions of any of the applicable stat-
utes referenced by § 5.1, available for
inspection, copying, or transcription
by authorized representatives of the
[write the name of the agency] or the
Department of Labor, and must permit
such representatives to interview
workers during working hours on the
job.
(B) Sanctions for non-compliance with
records and worker access requirements. If
the contractor or subcontractor fails to
submit the required records or to make
them available, or refuses to permit
worker interviews during working
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Office of the Secretary of Labor § 5.5
hours on the job, the Federal agency
may, after written notice to the con-
tractor, sponsor, applicant, owner, or
other entity, as the case may be, that
maintains such records or that em-
ploys such workers, take such action
as may be necessary to cause the sus-
pension of any further payment, ad-
vance, or guarantee of funds. Further-
more, failure to submit the required
records upon request or to make such
records available, or to permit worker
interviews during working hours on the
job, may be grounds for debarment ac-
tion pursuant to § 5.12. In addition, any
contractor or other person that fails to
submit the required records or make
those records available to WHD within
the time WHD requests that the
records be produced will be precluded
from introducing as evidence in an ad-
ministrative proceeding under 29 CFR
part 6 any of the required records that
were not provided or made available to
WHD. WHD will take into consider-
ation a reasonable request from the
contractor or person for an extension
of the time for submission of records.
WHD will determine the reasonableness
of the request and may consider,
among other things, the location of the
records and the volume of production.
(C) Required information disclosures.
Contractors and subcontractors must
maintain the full Social Security num-
ber and last known address, telephone
number, and email address of each cov-
ered worker, and must provide them
upon request to the [write in name of
appropriate Federal agency] if the
agency is a party to the contract, or to
the Wage and Hour Division of the De-
partment of Labor. If the Federal agen-
cy is not such a party to the contract,
the contractor, subcontractor, or both,
must, upon request, provide the full
Social Security number and last known
address, telephone number, and email
address of each covered worker to the
applicant, sponsor, owner, or other en-
tity, as the case may be, that main-
tains such records, for transmission to
the [write in name of agency], the con-
tractor, or the Wage and Hour Division
of the Department of Labor for pur-
poses of an investigation or other com-
pliance action.
(4) Apprentices and equal employment
opportunity—(i) Apprentices—(A) Rate of
pay. Apprentices will be permitted to
work at less than the predetermined
rate for the work they perform when
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 (OA), or with a
State Apprenticeship Agency recog-
nized by the OA. A person who is not
individually registered in the program,
but who has been certified by the OA or
a State Apprenticeship Agency (where
appropriate) to be eligible for proba-
tionary employment as an apprentice,
will be permitted to work at less than
the predetermined rate for the work
they perform in the first 90 days of pro-
bationary employment as an appren-
tice in such a program. In the event
the OA or a State Apprenticeship
Agency recognized by the OA with-
draws approval of an apprenticeship
program, the contractor will no longer
be permitted to use apprentices at less
than the applicable predetermined rate
for the work performed until an accept-
able program is approved.
(B) Fringe benefits. Apprentices must
be paid fringe benefits in accordance
with the provisions of the apprentice-
ship 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, fringe benefits must be paid
in accordance with that determination.
(C) Apprenticeship ratio. The allowable
ratio of apprentices to journeyworkers
on the job site in any craft classifica-
tion must not be greater than the ratio
permitted to the contractor as to the
entire work force under the registered
program or the ratio applicable to the
locality of the project pursuant to
paragraph (a)(4)(i)(D) of this section.
Any worker listed on a payroll at an
apprentice wage rate, who is not reg-
istered or otherwise employed as stated
in paragraph (a)(4)(i)(A) of this section,
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128
29 CFR Subtitle A (7–1–24 Edition) § 5.5
must be paid not less than the applica-
ble wage rate on the wage determina-
tion for the classification of work actu-
ally performed. In addition, any ap-
prentice performing work on the job
site in excess of the ratio permitted
under this section must be paid not
less than the applicable wage rate on
the wage determination for the work
actually performed.
(D) Reciprocity of ratios and wage
rates. Where a contractor is performing
construction on a project in a locality
other than the locality in which its
program is registered, the ratios and
wage rates (expressed in percentages of
the journeyworker’s hourly rate) appli-
cable within the locality in which the
construction is being performed must
be observed. If there is no applicable
ratio or wage rate for the locality of
the project, the ratio and wage rate
specified in the contractor’s registered
program must be observed.
(ii) Equal employment opportunity. The
use of apprentices and journeyworkers
under this part must be in conformity
with the equal employment oppor-
tunity 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 must insert in any sub-
contracts the clauses contained in
paragraphs (a)(1) through (11) of this
section, along with the applicable wage
determination(s) and such other
clauses or contract modifications as
the [write in the name of the Federal
agency] may by appropriate instruc-
tions require, and a clause requiring
the subcontractors to include these
clauses and wage determination(s) in
any lower tier subcontracts. The prime
contractor is responsible for the com-
pliance by any subcontractor or lower
tier subcontractor with all the con-
tract clauses in this section. In the
event of any violations of these
clauses, the prime contractor and any
subcontractor(s) responsible will be lia-
ble for any unpaid wages and monetary
relief, including interest from the date
of the underpayment or loss, due to
any workers of lower-tier subcontrac-
tors, and may be subject to debarment,
as appropriate.
(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 any
person or firm who has an interest in
the contractor’s firm is a person or
firm ineligible to be awarded Govern-
ment contracts by virtue of 40 U.S.C.
3144(b) or § 5.12(a).
(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 40 U.S.C. 3144(b)
or § 5.12(a).
(iii) The penalty for making false
statements is prescribed in the U.S.
Code, Title 18 Crimes and Criminal
Procedure, 18 U.S.C. 1001.
(11) Anti-retaliation. It is unlawful for
any person to discharge, demote, in-
timidate, threaten, restrain, coerce,
blacklist, harass, or in any other man-
ner discriminate against, or to cause
any person to discharge, demote, in-
timidate, threaten, restrain, coerce,
blacklist, harass, or in any other man-
ner discriminate against, any worker
or job applicant for:
(i) Notifying any contractor of any
conduct which the worker reasonably
believes constitutes a violation of the
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129
Office of the Secretary of Labor § 5.5
DBA, Related Acts, this part, or 29 CFR
part 1 or 3;
(ii) Filing any complaint, initiating
or causing to be initiated any pro-
ceeding, or otherwise asserting or seek-
ing to assert on behalf of themselves or
others any right or protection under
the DBA, Related Acts, this part, or 29
CFR part 1 or 3;
(iii) Cooperating in any investigation
or other compliance action, or testi-
fying in any proceeding under the DBA,
Related Acts, this part, or 29 CFR part
1 or 3; or
(iv) Informing any other person
about their rights under the DBA, Re-
lated Acts, this part, or 29 CFR part 1
or 3.
(b) Contract Work Hours and Safety
Standards Act (CWHSSA). The Agency
Head must cause or require the con-
tracting officer to insert the following
clauses set forth in paragraphs (b)(1)
through (5) of this section in full, or
(for contracts covered by the Federal
Acquisition Regulation) by reference,
in any contract in an amount in excess
of $100,000 and subject to the overtime
provisions of the Contract Work Hours
and Safety Standards Act. These
clauses must be inserted in addition to
the clauses required by paragraph (a) of
this section or 29 CFR 4.6. As used in
this paragraph (b), the terms ‘‘laborers
and mechanics’’ include watchpersons
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
paragraph (b)(1) of this section the con-
tractor and any subcontractor respon-
sible therefor shall be liable for the un-
paid wages and interest from the date
of the underpayment. In addition, such
contractor and subcontractor shall be
liable to the United States (in the case
of work done under contract for the
District 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 watchpersons and
guards, employed in violation of the
clause set forth in paragraph (b)(1) of
this section, in the sum of $32 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).
(3) Withholding for unpaid wages and
liquidated damages —(i) Withholding
process. The [write in the name of the
Federal agency or the recipient of Fed-
eral assistance] may, upon its own ac-
tion, or must, upon written request of
an authorized representative of the De-
partment of Labor, withhold or cause
to be withheld from the contractor so
much of the accrued payments or ad-
vances as may be considered necessary
to satisfy the liabilities of the prime
contractor or any subcontractor for
any unpaid wages; monetary relief, in-
cluding interest; and liquidated dam-
ages required by the clauses set forth
in this paragraph (b) on this contract,
any other Federal contract with the
same prime contractor, or any other
federally assisted contract subject to
the Contract Work Hours and Safety
Standards Act that is held by the same
prime contractor (as defined in § 5.2).
The necessary funds may be withheld
from the contractor under this con-
tract, any other Federal contract with
the same prime contractor, or any
other federally assisted contract that
is subject to the Contract Work Hours
and Safety Standards Act and is held
by the same prime contractor, regard-
less of whether the other contract was
awarded or assisted by the same agen-
cy, and such funds may be used to sat-
isfy the contractor liability for which
the funds were withheld.
(ii) Priority to withheld funds. The De-
partment has priority to funds with-
held or to be withheld in accordance
with paragraph (a)(2)(i) or (b)(3)(i) of
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130
29 CFR Subtitle A (7–1–24 Edition) § 5.5
this section, or both, over claims to
those funds by:
(A) A contractor’s surety(ies), includ-
ing without limitation performance
bond sureties and payment bond sure-
ties;
(B) A contracting agency for its re-
procurement costs;
(C) A trustee(s) (either a court-ap-
pointed trustee or a U.S. trustee, or
both) in bankruptcy of a contractor, or
a contractor’s bankruptcy estate;
(D) A contractor’s assignee(s);
(E) A contractor’s successor(s); or
(F) A claim asserted under the
Prompt Payment Act, 31 U.S.C. 3901–
3907.
(4) Subcontracts. The contractor or
subcontractor must insert in any sub-
contracts the clauses set forth in para-
graphs (b)(1) through (5) of this section
and a clause requiring the subcontrac-
tors to include these clauses in any
lower tier subcontracts. The prime con-
tractor is responsible for compliance
by any subcontractor or lower tier sub-
contractor with the clauses set forth in
paragraphs (b)(1) through (5). In the
event of any violations of these
clauses, the prime contractor and any
subcontractor(s) responsible will be lia-
ble for any unpaid wages and monetary
relief, including interest from the date
of the underpayment or loss, due to
any workers of lower-tier subcontrac-
tors, and associated liquidated dam-
ages and may be subject to debarment,
as appropriate.
(5) Anti-retaliation. It is unlawful for
any person to discharge, demote, in-
timidate, threaten, restrain, coerce,
blacklist, harass, or in any other man-
ner discriminate against, or to cause
any person to discharge, demote, in-
timidate, threaten, restrain, coerce,
blacklist, harass, or in any other man-
ner discriminate against, any worker
or job applicant for:
(i) Notifying any contractor of any
conduct which the worker reasonably
believes constitutes a violation of the
Contract Work Hours and Safety
Standards Act (CWHSSA) or its imple-
menting regulations in this part;
(ii) Filing any complaint, initiating
or causing to be initiated any pro-
ceeding, or otherwise asserting or seek-
ing to assert on behalf of themselves or
others any right or protection under
CWHSSA or this part;
(iii) Cooperating in any investigation
or other compliance action, or testi-
fying in any proceeding under CWHSSA
or this part; or
(iv) Informing any other person
about their rights under CWHSSA or
this part.
(c) CWHSSA required records clause. In
addition to the clauses contained in
paragraph (b) of this section, in any
contract subject only to the Contract
Work Hours and Safety Standards Act
and not to any of the other laws ref-
erenced by § 5.1, the Agency Head must
cause or require the contracting officer
to insert a clause requiring that the
contractor or subcontractor must
maintain regular payrolls and other
basic records during the course of the
work and must preserve them for a pe-
riod of 3 years after all the work on the
prime contract is completed for all la-
borers and mechanics, including guards
and watchpersons, working on the con-
tract. Such records must contain the
name; last known address, telephone
number, and email address; and social
security number of each such worker;
each worker’s correct classification(s)
of work actually performed; hourly
rates of wages paid; daily and weekly
number of hours actually worked; de-
ductions made; and actual wages paid.
Further, the Agency Head must cause
or require the contracting officer to in-
sert in any such contract a clause pro-
viding that the records to be main-
tained under this paragraph must be
made available by the contractor or
subcontractor for inspection, copying,
or transcription by authorized rep-
resentatives of the (write the name of
agency) and the Department of Labor,
and the contractor or subcontractor
will permit such representatives to
interview workers during working
hours on the job.
(d) Incorporation of contract clauses
and wage determinations by reference. Al-
though agencies are required to insert
the contract clauses set forth in this
section, along with appropriate wage
determinations, in full into covered
contracts, and contractors and sub-
contractors are required to insert them
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131
Office of the Secretary of Labor § 5.6
in any lower-tier subcontracts, the in-
corporation by reference of the re-
quired contract clauses and appro-
priate wage determinations will be
given the same force and effect as if
they were inserted in full text.
(e) Incorporation by operation of law.
The contract clauses set forth in this
section (or their equivalent under the
Federal Acquisition Regulation), along
with the correct wage determinations,
will be considered to be a part of every
prime contract required by the applica-
ble statutes referenced by § 5.1 to in-
clude such clauses, and will be effective
by operation of law, whether or not
they are included or incorporated by
reference into such contract, unless the
Administrator grants a variance, toler-
ance, or exemption from the applica-
tion of this paragraph. Where the
clauses and applicable wage determina-
tions are effective by operation of law
under this paragraph, the prime con-
tractor must be compensated for any
resulting increase in wages in accord-
ance with applicable law.
(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
Control No.
(a)(1)(ii)(B) ..................................................... 1235–0023
(a)(1)(ii)(C) ..................................................... 1235–0023
(a)(1)(iv) ......................................................... 1235–0023
(a)(3)(i) ........................................................... 1235–0023
(a)(3)(ii)(A) ..................................................... 1235–0023
1235–0008
(c) ................................................................... 1235–0023
[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;
81 FR 43450, July 1, 2016; 82 FR 2225, 2226, Jan.
9, 2017; 83 FR 12, Jan 2, 2018; 84 FR 218, Jan.
23, 2019; 87 FR 2334, Jan. 14, 2022; 88 FR 2215,
Jan. 13, 2023; 88 FR 57734, Aug. 23, 2023; 89 FR
1815, Jan. 11, 2024]
§ 5.6 Enforcement.
(a) Agency responsibilities. (1)(i) The
Federal agency has the initial responsi-
bility to ascertain whether the clauses
required by § 5.5 and the appropriate
wage determination(s) have been incor-
porated into the contracts subject to
the labor standards provisions of the
laws referenced by § 5.1. Additionally, a
Federal agency that provides Federal
financial assistance that is subject to
the labor standards provisions of the
Act must promulgate the necessary
regulations or procedures to require
the recipient or sub-recipient of the
Federal assistance to insert in its con-
tracts the provisions of § 5.5. No pay-
ment, advance, grant, loan, or guar-
antee of funds will be approved by the
Federal agency unless it ensures that
the clauses required by § 5.5 and the ap-
propriate wage determination(s) are in-
corporated into such contracts. Fur-
thermore, no payment, advance, grant,
loan, or guarantee of funds will be ap-
proved by the Federal agency after the
beginning of construction unless there
is on file with the Federal agency a
certification by the contractor that the
contractor and its subcontractors have
complied with the provisions of § 5.5 or
unless there is on file with the Federal
agency a certification by the con-
tractor that there is a substantial dis-
pute with respect to the required provi-
sions.
(ii) If a contract subject to the labor
standards provisions of the applicable
statutes referenced by § 5.1 is entered
into without the incorporation of the
clauses required by § 5.5, the agency
must, upon the request of the Adminis-
trator or upon its own initiative, either
terminate and resolicit the contract
with the required contract clauses, or
incorporate the required clauses into
the contract (or ensure they are so in-
corporated) through supplemental
agreement, change order, or any and
all authority that may be needed.
Where an agency has not entered di-
rectly into such a contract but instead
has provided Federal financial assist-
ance, the agency must ensure that the
recipient or sub-recipient of the Fed-
eral assistance similarly incorporates
the clauses required into its contracts.
The method of incorporation of the
correct wage determination, and ad-
justment in contract price, where ap-
propriate, should be in accordance with
applicable law. Additionally, the fol-
lowing requirements apply:
(A) Unless the Administrator directs
otherwise, the incorporation of the
clauses required by § 5.5 must be retro-
active to the date of contract award or
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Design-Builder’s Designated Representatives
Scott Whittier
President
BSC-CWC New Fort Davis JV LLC.
4910 Massachusetts Avenue NW
Washington, DC 20016
Phone: 202-332-1125
Email: scott@blueskyeconstruction.com
Exhibit H
Department’s Designated Representatives and Contracting Officers
Eric Njonjo
Acting Chief Procurement Officer
Contracts and Procurement Division
Department of General Services
3924 Minnesota Avenue NE, 5th Floor
Washington, DC 20019
Suzi Tabot
Contracting Officer
Contracts and Procurement Division
Department of General Services
3924 Minnesota Avenue NE, 5th Floor
Washington, DC 20019
EXHIBIT I
E
xhibit J1
S
tandard Contract Provisions, General Provisions (Construction Contracts)

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 ma y make delegations of procurement authority to
additional contracting officers within DGS.

D. “Contract Documents” or “Contract” as used herein means Addenda, Contract Form, Standard
Contract Provisions, Instructions to Bidders, General Provisions, Labor Provisions, Performance
and Payment Bonds, Specifications, Special Pr ovisions, Contract Drawings, approved written
Change Orders and Agreements required to acc eptably 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 al l times give the Contracting Officer access thereto.
Anything mentioned in the specifications and not s hown 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 occurri ng in any or all parts of the Contract. In case of
discrepancy:

1. The Contracting Officer shall be promptly notifi ed in writing of any error, discrepancy or
omission, apparent or otherwise.

2. Applicable Federal, State, and Municipal C ode requirements have priority over: the
Contract form, General Provisions, Change Orders, Addenda, Contract drawings, Special
Provisions and Specifications.

3. The Contract form, Standard Contract Prov isions, General Provisions and Labor
Provisions have priority over: Change Or ders, Addenda, Contract drawings, Special
Provisions and Specifications.

4. Change Orders have priority over: Addenda, Contract drawings and Specifications.

5. Addenda have priority over: Contract drawin gs, Special Provisions and Specifications. A
later dated Addendum has priority over earlier dated Addenda.

6. Special Provisions have priority over: Contract drawings and other specifications.

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Standard Contract Provisions - Page 2 of 24

7. Shown and indicated dimensions have priority over scaled dimensions.

8. Original scale drawings and details have prio rity 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 i ndicated 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 de termination) 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 O fficer written notice stating the
date, circumstances and sources of the order a nd that the Contractor regards the order as a
Change Order.

C. GENERAL REQUIREMENTS —Except as herein provided, no orde r, statement or conduct of the
Contracting Officer shall be treated as a change un der 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; prov ided, 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 a nd provided further, that in case of defective
drawings and specifications, the equitable adjustment shall include any increased cost
reasonably incurred by the Contractor in attempti ng 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 Order under (A) above or the furnishing of a
written notice under (B) above, s ubmit 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 he reunder may be included in the notice under (B)
above.
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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 wa iver 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 t he 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 welf are 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 indi rect 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 w ill 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 equipmen t owned by the Contractor or
an affiliate of the Contractor will be based sole ly 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.

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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
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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 work or services within t he 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 ot her provisions of the contract;
(f) Materially deviates from the representations and capabilities set fort h in the Contractor’s
response to the solicitation.
A termination for default is a final decision of a Contract ing 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 suppor ting such conversion and co mply with all contract
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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 terminat ion 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 prosecut e the work, or any separable part thereof, with
such diligence as will insure its co mpletion within the time specified in the Contract, or any extension
thereof, or fails to complete said wo rk 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 Cont ractor’s right to proceed with the work is terminated, he and his
sureties shall be liable for any liabilit y 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 te rminated nor the Contractor charged with resulting
damage if:

1. The delay in the completion the work arises fr om unforeseeable causes beyond the control and
without the fault or negligence of the Contractor, including but not re stricted 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, st rikes, 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 negl igence of both the Contractor and such
subcontractors or suppliers (the term subcontra ctors or suppliers shall mean subcontractors or
suppliers at any tier); and

2. The Contractor, within 72 hours from the beginnin g 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 asce rtain 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 Co ntractor’s right to proceed under the provisions of this Article, it is
determined for any reason that the Cont ractor was not in default under the provisions of this Article, or
that the delay was excusable under the provisions of th is 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
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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 Contra ct is terminated, and the date upon which such
termination becomes effective.

B. After receipt of a Notice of Termination, and ex cept as otherwise direct ed 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 ex tent 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 in terest 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 aris ing 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 condition s 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.

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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 Contract 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 determi ning 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 classificati on 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, ce rtified as to quantity and quality, of any or
all items of termination inventory not prev iously disposed of, exclusive of items the
disposition of which has been directed or aut horized 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 agreem ent 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 C ontractor shall submit to the Contracting Officer
his termination claim, in the form with the cert ification 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 extensio ns 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 te rminated for default and it asserts that it is
entitled to a termination for convenience, its cert ified request for the conv ersion of the default
termination to one for convenience and its cert ified 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 terminat ion 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 termi nation. 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 av ailable to him, the amount, if any, due to the
Contractor by reason of the termination and sha ll thereupon pay to the Contractor the amount
so determined.

D. Subject to the provisions of C above, and subjec t to any review required by the Government’s
procedures in effect as of the date of executio n of the Contract, the Contractor and Contracting
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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 term ination of work pursuant to this Article, which
amount or amounts may include a reasonable allowanc e 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 Cont ractor by reason of the termination of work
pursuant to this Article, shall be deemed to limi t, 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 t he 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 t he 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 Term ination 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; prov ided however, that if it appears
that the Contractor would have sust ained a loss on the entire Contract
had it been completed, no profit sha ll 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 fo r 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
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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 un der 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 C ontracting Officer a request in writing for an
equitable adjustment of the price or prices specif ied in the Contract relating to the continued
portion of the Contract (the portion not termi nated 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 Co ntractor 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 Cont ract whenever in the opinion of the Contracting Officer the
aggregate of such payments shall be within t he 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 ex cess Shall be payable by the Contractor to
the Government upon demand, together with intere st 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 dispos ition, or such later date as determined by the
Contracting Officer by reason of the circumstances.

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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 charge to the Government, all his books, records,
documents and other evidence bearing on the costs 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, m eans 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 iss ue 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 essenc e 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 sha ll 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
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(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 monthl y 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, th e Contracting Officer, if
he considers the amount retained to be in excess of the amount adequate fo r the protection of the
Government, at his discretion, may release to the C ontractor all or a porti on of such excess amount.
Furthermore, on completion and acceptance of each sepa rate building, public work, or other division of
the Contract, on which the price is stated separate ly 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 cons trued 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.

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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 clai ms 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 with out 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 provi ded 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 t he 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 pr ocess, 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 equi valent to that named unless otherwise specified.
The Contractor shall furnish to the Contract ing Officer for his approval the name of the
manufacturer, the model number, and other i dentifying 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 Offi cer for approval full information concerning the
material or articles which he contemplates inco rporating in the work. When so directed, samples
shall be submitted for approval at the Contract or’s expense, with all shipping charges prepaid.
Machinery, equipment, material, and articles instal led 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 fu rnished 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 th is charge shall be in addition to and not in
lieu of any other liabilities of t he Contractor whether civil or cr iminal. 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 prov ide proper illuminat ion, including
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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 fr ee 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 equipm ent and reason for the change or substitution.
Approval of substitution s and changed method s will be on condition that the Contractor will be
fully responsible for producing work meeting Co ntract 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 Cont ractor shall complete remaining work with
specified methods, tools and equipment.

E. CAPABILITY OF WORKERS- All work under the C ontract 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 re quirements shown or intended by the drawings
arid specifications.

When materials, products or work cannot be correc ted, 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 requirem ents 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. INSPECTI ON AND ACCEPTANCE —Except as otherwise prov ided in the Contract,
inspection and test by the Government of materi al 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 inco rporated 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 c harge, 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 prompt ly segregate and remove rejected material from the premises at
Contractor’s expense.
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If the Contractor does not promptly replace reject ed 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 addi tional 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 Office r. 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 descri bed 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 and 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 t he Government will be made as
promptly as practicable after completion and insp ection 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 Office r, on the work site at all times du ring 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 necessa ry 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 similarl y responsible for all damages to persons or property
that occurs as a result of his fault or negligence. He shall take proper safety, health and environmental
precautions to protect the work, the workers, the p ublic, and the property of others. He shall also be
responsible for all materials delivered and work perf ormed 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 Co ntractor, his employees, or his subcontractors,
in the performance of, or in connection with, any work required, contemplated or performed under
the Contract.
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B. Disputes between the Contractor and any subcontra ctors, material suppliers, or any other third
parties over payments allegedly owed by the Cont ractor to a third party shall be resolved
exclusively between the Contractor and the th ird 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 ex pressly provided in the
Contract, the Contractor is authorized to refuse admiss ion either to the premises or to the working space
covered by the Contract to any person whose admission is not specifically author ized 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 pe rforming 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 represen tation 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 rest oration of any work and storage space. If no area is designated
or the area designated is not sufficient for the Co ntractor’s operations, he shall obtain necessary
space elsewhere at no expense or liability to the Government.

C. WORK ON SUNDAYS, LEGAL HOLIDAYS AND AT NIGHT —No work shall be done at any time
on Sundays or legal holidays or on any other day be fore 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 informati on including borings data, utilities
data and other physical data contained in the Cont ract or otherwise available, are not intended as
representations or warranties but are furnish ed 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 reasonabl e consideration of existing features above and
below ground which may affect the project.

E. UTILITIES AND VAULTS —The Contractor shall take necessar y 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 v ault 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, ei ther above or below ground, the Contractor shall
restore such utilities to a condit ion equivalent to that which existed prior to the damage by
repairing, rebuilding or otherwise restoring as may be directed, at the Cont ractor’s sole expense.
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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 ex tensions, 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 inform ation or by others perf orming work within or
adjacent to the project.

F. SITE MAINTENANCE —The Contractor shall maintain the project site in a neat and presentable
manner throughout the course of all operations, and shall be responsible for such maintenance
until final acceptance by the Government. Tras h containers shall be furnished, maintained and
emptied by the Contractor to t he 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 Contracting Officer may order t he Contractor to clean up the proj ect site at any stage of work
at no added expense to the Government If the Cont ractor fails to comply with this order, the
Contracting Officer may require the work to be d one by others and the costs will be charged to the
Contractor.

Upon completion of all work and prior to final in spection, the Contractor shall clean up and remove
from the project area and adjacent areas all exce ss materials, equipment, temporary structures,
and refuse, and restore said areas to an acceptable condition.

G. PRIVATE WORK —Except as specifically authorized by th e Contracting Officer, the Contractor
shall not perform any private work abutting Governm ent 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)

ARTICLE 17. OTHER CONTRACTS —The Government may undertake or award other contracts for
additional work and the Contractor shall fully coope rate 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 hereun der. 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 resu lting from delays and lack of prog ress by others. The Contractor
shall make no claim against the Government for dela y 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 Un ited States (except Letters Patent issued upon an
application which is now or may hereafter be, for r easons 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 t he 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 Governmen t, or if any such surety fails to furnish reports
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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 requi red from time to time to protect the interests of
the Government and of persons supplying labor or materi als 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 pay ments 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, br okerage or contingent f ee, 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 violati on of this warranty, the Government shall have the
right to terminate the Contract without liability or in its discretion to deduct fr om the Contract price or
consideration, or otherwise recover, the full amou nt 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 Governm ent and his successors in office as the true and
lawful attorney of the Contractor for the purpose of receiving service of all not ices 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 t he said Clerk as herein authorized
shall not be affected either by the fact that the Contra ctor 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 receiv e a copy of such process, notice, pleading or other paper so served
upon the said Clerk, provided that sa id Clerk shall have deposited in t he United States mail, certified and
postage prepaid, a copy of such process, notice, ple ading 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 wit hout 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 Cont ractor 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 pr oviding 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 em ployee of the Government will be personally interested shall be
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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 busines s concern or other organization owned or
substantially owned or controlled by the employ ee to be a party to such a contract, unless a
written determination has been made by the hea d of the procuring agency that there is a
compelling reason for contracting with the em ployee, such as when the Government’s needs
cannot reasonably otherwise be met. [DC Procur ement Practices Act of l985, D.C. Law 6-85,
D.C. Official Code, section 2-310.01, and Chapt er 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 provisi on or of the Contract or as a waiv er 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 C ontract 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 Co mp., 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 c onstruction 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 it s 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 avail able 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 c annot exceed on-tenth of one percent of the total
project cost, or $2,500,000, whichever is greater.

ARTICLE 25. TAXES

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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 equi pment passes to the Government under the
Contract. The Contractor shall in such cases fu rnish 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 Sa les and Use Tax. The Contractor shall, when
purchasing such materials, furnish his suppliers wi th 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 orde r 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 Cont ract (excluding profit)
necessarily caused by such unreasonable suspension, delay or inte rruption and the Contract modified in
writing accordingly. However, no adjustment will be m ade under this Article for any suspension, delay or
interruption to the extent:

1. That performance would have been so suspe nded, delayed or interrupted by any other
cause, including the fault or negligence of the contractor, or

2. For which an equitable adjustment is provi ded 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

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2. Unless the claim, in an amount stated, is asse rted 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 gen eral 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 damag e to property, materials, supplies, and equipment incident to
work performed under the Contract. Copies of thes e reports shall be furnished to the Contracting
Officer within two working days after occurrence.

The Contracting Officer will notif y the Contractor of any noncompliance with the foregoing
provisions and the action to be taken. The Cont ractor shall, after receipt of such notice,
immediately take corrective action. Such notic e, 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 co rrective action has been taken. No par t of the time lost due to any
such stop orders shall be made the subject of clai m 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 fo r his approval his program for complying with
this Article for accident prevention.

2. Meet with the Contracting Offi cer’s Safety Representative a fter 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
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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;
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4. Rates of pay, or other forms of compensation; and
5. Selection for training and apprenticeship.

B. Unless otherwise permitted by law and directed by the Department, the Contractor agrees to post
in conspicuous places, available to employees and applicants for employment, notices to be
provided 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 applicants will receive consideration for employment
pursuant to the non-discrimination requirements set forth in this Section.

D. The Contractor 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' representative of the Contractor's
commitments under this Section, and shall post copies of the notice in conspicuous places
available to employees and applicants for employment.

E. The Contractor 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, and shall post copies of the notices in conspicuous places available to employees
and applicants for employment.

F. The Contractor shall include in every subcontract the equal opportunity clauses of this Section so
that such provisions shall be binding upon each Subcontractor or vendor.

G. The Contractor shall take such action with respect to any Subcontractor as the Contracting
Officer may direct 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
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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.

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Exhibit J2
Standard Contract Provisions, Ge neral Provisions (A&E)

1
District of Columbia District of General Services
Released October 2018
Standard Contract Provisions
General Provisions
(Architectural & Engineering Services Contract)

2
ARTICLE 1. DEFINITIONS A. “Architect-Engineer” means the individual, individuals, and or firm identified as the “Architect- Engineer” in the preamble of Contract executed by and between the District and the Architect-Engineer for the Project. B. “Change Order” means a document signed by the District and the Architect-Engineer to authorize an addition, deletion or revision in the services, the Architect-Engineer’s cost of, or the time required for, the performance of any part of the services under the Contract, issued on or after the Effective Date of the Contract. C. “Contract” means the written contract for professional services between the District and the Architect-Engineer, including all exhibits, Standard Contract Provisions, and any duly executed amendments. D. “Contracting Officer” means the District official authorized to execute and administrate the Contract on behalf of the District. Within DGS, the Director is the Chief Contracting Officer. The Director may make delegations of procurement authority to additional contracting officers within DGS. E. “District” means the District of Columbia, Department of General Services, (the “Department” or “DGS”), a party to the Contract. F. “Project” means the District’s project identified in the Contract, of which Architect-Engineer's services under the Contract as a party. G. “Scope of Services” means any and all work done in any and all phases of the Project, pursuant to and as set forth by the Department in the Contract. H. “Day or Days” All references to day or days in these Standard Contract Provisions will be counted based on calendar days not business days. ARTICLE 2. GENERAL A. The Contracting Officer shall have authority to take any action provided for herein on behalf of the District, including approval, certifications, vouchers, acceptance and changes within the Scope of Services. B. The Architect-Engineer’s period of performance shall commence on the effective date as agreed and as specified in the Scope of Services or in each task order issued by the Contracting Officer and ends on the date all required services are satisfactorily completed in accordance with the terms of the Contract and Project close-out documents and all deliverables are delivered to the District. C. All services shall be prosecuted under the direction of a principal officer or responsible representative of the Architect-Engineer, approved by the Contracting Officer. The design of architectural, civil, structural, mechanical, plumbing, electrical, or other engineering features of the Project shall be accomplished in accordance with the terms of the Contract and reviewed and certified in accordance with applicable District of Columbia regulations by architects or engineers registered to practice in the District of Columbia in the particular professional field involved. D. The Architect-Engineer shall furnish sufficient technical, supervisory and administrative personnel
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to ensure the efficient prosecution of the services in accordance with the approved Project Schedule. E. The Architect-Engineer agrees that duly authorized representatives of the District shall have access at all reasonable times to inspect and make copies of all notes, designs, drawings, specifications or other technical or non-technical data, including but not limited to payroll of company personnel, pertaining to the services performed under the Contract. F. The standard of care. The Architect-Engineer, its consultants and subcontractors shall perform the services consistent with the professional skill and care ordinarily provided by members of the same profession currently practicing under similar or same circumstances in the same or similar locality of the Project. The standard of care shall not be altered by the application, interpretation, or construction of this or any other provision of these Standard Contract Provisions or the Contract. ARTICLE 3. PROGRESS SCHEDULES AND REPORTS A. Generally. In addition to the requirements set forth in the Scope of Services and the requirements set forth elsewhere in the Contract, the Architect-Engineer shall furnish progress reports monthly, biweekly and with each payment request, describing accomplishments, decisions and overall progress made during the period covered by the report and including the most recent Project Schedule and as set forth in more detail in this Article 3. B. Monthly Reports. The Architect-Engineer shall provide written reports to the District, at a minimum on a monthly basis on the progress of the Project, including, but not limited to, a baseline schedule and schedule updates with narrative demonstrating the critical path of the services in Primavera format in the latest available version or as designated by the Contracting Officer. The monthly written reports shall also include, at a minimum, the services accomplished, problems encountered, cost updates, an economic inclusion report, cash flow updates, quality assurance reports and other similar relevant data as the District may reasonably require. C. Biweekly Updates. The Architect-Engineer shall also provide written update reports to the District on a biweekly basis, which shall reflect actual conditions of Project progress as of the date of the update. The update shall reflect the actual progress of designs or construction, as the case may be, identify developing delays, regardless of their cause, and reflect the Architect-Engineer'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 Architect-Engineer shall identify the causes of any potential delay and state what, in the Architect-Engineer’s judgment, must be done to avoid or reduce that delay. The Architect-Engineer shall point out, in its narrative, changes that have occurred since the last update, including those related to major changes in the Scope of Services, activities modified since the last update, revised projections 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 the latest version of Primavera format and reasonably acceptable to the District. The District may make reasonable requests during the Project for changes to the format or for further explanation of 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 extension of time and shall not operate to change the scheduled completion date. The District’s receipt of, and lack of objection to, any schedule update showing Substantial Completion or Final Completion later than
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the dates agreed upon shall not be regarded as the District’s agreement that the Architect-Engineer may have an extension of time, or as a waiver of any of the District’s rights, but merely as the Architect-Engineer’s representation that, in the Architect-Engineer's best projection, Substantial Completion or Final Completion of the Project may not be completed by the agreed upon date. Changes to the scheduled completion dates may be made only in the circumstances and only by the methods set forth in the Contract. D. Condition Precedent to Payment. All payments to Architect-Engineer are contingent upon satisfactory performance of the terms and conditions set forth in the Contract as determined by the Contracting Officer. Requisitions for payment shall be accompanied by a Project Progress Report which shall include the information set forth in this Article 3 and a statement indicating the percentage of completion of all required services for the Project. ARTICLE 4. RESPONSIBILITY OF THE ARCHITECT-ENGINEER A. Quality. The Architect-Engineer shall be responsible for the professional quality, technical accuracy and the coordination of all designs, drawing, specifications, and other services furnished. The Architect-Engineer shall, without additional compensation correct or revise any errors or deficiencies in its designs, drawings, specification and other services. B. Scope of Services. The Architect-Engineer shall accomplish the design services required pursuant to the Scope of Services or under each task order. The services, as set forth in the Contract, shall include but are not limited to the services required to enable the District to award the related construction contract pursuant to standard District procedures, for the construction of the facilities designed at a price that does not exceed the estimated construction contract price set forth in the Contract. 1. If bids or proposals are not solicited within 180 days following the District’s acceptance of the services to be provided under the Scope of Services or task order, the Architect-Engineer shall, prepare an estimate of constructing the design submitted and such estimate will be used in lieu of bids or proposals to determine compliance with the funding limitation. 2. If the bids or proposals for the construction contract received exceed such estimated price, the Architect-Engineer shall perform such redesign and other services as are necessary to permit contract award within such funding limitation. Such redesign services shall be performed at no increase in the price of the Contract. However, the Architect-Engineer shall not be required to perform such additional services at no cost to the District if the unfavorable bids or proposals are the results of unforeseeable causes beyond the control and without the fault and negligence of the Architect-Engineer. C. Designing to Budget. The Architect-Engineer shall promptly advise the Contracting Officer if the Architect-Engineer finds that the Project design will exceed or is likely to exceed the funding limitations and the Architect-Engineer is unable to design a usable facility within these limitations. Upon receipt of such information, the Contracting Officer will review the Architect- Engineer’s revised estimate of construction cost. The Contracting Officer may, if he determines that the estimated construction contract price set forth in the Scope of Services or task order is so low that award of a construction contract not in excess of such estimate is improbable, authorize a change in the scope, quality or type of materials, or both, as required to reduce the estimated construction cost to an amount within the estimated construction contract price set forth elsewhere in the Contract or he may adjust such estimated construction contract price.
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D. Project Management and Inspection Entity. In the event the Contract requires the Architect- Engineer to provide construction period services, the Architect-Engineer shall also, at intervals of no less than once per week or as set forth in the Scope of Services, be responsible for: 1. Visits to Site and Observation of Construction. An Architect-Engineer representative who is knowledgeable of the Project and competent in each discipline that has trade activities and stages of construction being performed shall visit the site at the agreed-to intervals to observe as an experienced and qualified design professional the progress and quality of the various aspects of the contractor’s work. Based on information obtained during such visits and on such observations, the Architect-Engineer shall endeavor to determine whether such work is proceeding in accordance with the Contract Documents and shall keep the District informed of the general progress of the work in relation to the overall schedule. The Architect-Engineer shall document the site visit in writing and shall submit his findings in accordance with the report requirements set forth in Article 3 herein. 2. Inspections of Work in Progress by the Architect-Engineer. During his periodic visits to the site to observe the work in progress, the Architect-Engineer shall, as a minimum, spot check the work installed and in progress to determine compliance with the requirements of the Contract Documents and the codes and installation/workmanship standards listed therein. Defective and noncompliant work observed during such visits shall be noted in the Architect-Engineer’s reports and pointed out to the Contracting Officer and Program Manager. The Architect-Engineer shall identify for the Project Manager any specific checks or inspections to be made. The results of these inspections shall be made a part of the Project’s daily log and reports. The Architect-Engineer shall document the inspection in writing. 3. Supplemental Inspections and Tests. For work not in compliance with the Contract Documents, the Architect-Engineer shall, with the District’s approval, require additional or supplemental inspection or testing. The Architect-Engineer shall receive and review all certificates of inspections, tests and approvals required by laws, rules, regulations, ordinances, codes, orders or the Contract Documents and shall determine whether, in its opinion as an Architect-Engineer, their content complies with the requirements of each. The Architect-Engineer shall also determine whether the results certified indicate compliance with the Contract Documents. The Architect-Engineer shall document the inspection in writing. 4. Defective Work. During its site visits and based on its observation during such visits, the Architect-Engineer may disapprove the contractor’s work, or any portion thereof, while the work is in progress if Architect-Engineer believes that such work does not conform to the Contract Documents or the approved shop drawings or other submittals. The Architect-Engineer may also recommend that the District reject any work that the Architect-Engineer believes will not result in a completed Project that conforms generally to the Contract Documents or that it believes will prejudice the integrity of the design as reflected in the Contract Documents. The Architect-Engineer shall document the defective work in writing. E. Code and Regulatory Compliance. The Architect-Engineer is responsible for designing the project and administering the construction phase of the Project in accordance with applicable District of Columbia Codes and other regulatory requirements applicable to the Project. Nothing contained herein shall be construed as relieving the Architect-Engineer, any other professional design consultant, or any contractor, supplier or other participant from any professional or legal responsibility for performance. Reviews, comments and approvals by the Department of General Services and its divisions, or any employee or official of the District, in no way absolve any other person, firm or corporation involved in
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the Project from their full responsibilities under the applicable laws, codes and professional practice as required in projects for the District of Columbia. Lack of comment by a District of Columbia reviewer does not relieve the Architect-Engineer from designing to meet the applicable code or Architect-Engineer Manual requirements or applicable regulations related to water, sewer, fire department service, and other utilities. 1. Additional Costs. If the correction of a code or regulatory violation results in a Change Order during construction, any additional costs incurred shall be borne by the party responsible for the violation. The District shall bear only the costs attributable to the actual code or regulation-required enhancement of the Project. 2. Code Interpretation. If the Architect-Engineer believes that a code or a regulation is unclear as to meaning, the Architect-Engineer shall request a written opinion as to the applicable interpretation from the applicable regulatory agency, as appropriate. The Architect-Engineer shall be entitled to rely on the written opinion, if any, received from such agency. F. As-Built Drawings. At completion of the Project, the Architect-Engineer shall prepare a full set of record drawings showing the "as-built" condition of the Project and including the locations of all utilities based on his own records and upon information supplied by the Construction Manager, Contractor or Design-Builder, as applicable, on which the Architect-Engineer may rely. These drawings will consist of the original working drawings and the original of supplemental drawings and details modified to show the "as built" conditions both in paper, tracings, and electronic media. "As-built" drawings shall be turned over to the District as a condition precedent to Substantial Completion; final payment of the Architect-Engineer's fees shall not be due until the building is accepted by the District, the final Application for Payment is made, in acceptable form, to and accepted by the District, and record drawings and "as-built" drawings in the form of paper, tracings, and electronic media in the form of Compact Discs in latest version of AutoCAD. The District reserves the right to occupy the building, or portions thereof, prior to final acceptance. G. No Waiver. Neither the District’s review, approval or acceptance of, nor payment for, any of the services required under the Contract shall be construed to operate as a waiver or any rights under the Contract or of any cause of action arising out of the performance of the Contract, and the Architect-Engineer shall be and remain liable to the District in accordance with applicable law for all damages to the District caused by the Architect-Engineer’s negligent or intentionally wrongful act, omission or default while performing any of the services under the Contract. H. Remedies Inclusive. The rights and remedies of the District and the Architect-Engineer provided for under the Contract are in addition to any other rights and remedies provided by law. ARTICLE 5. PAYMENTS A. Invoices. The Architect-Engineer shall submit an invoice to the District, along with District- required documentation. The invoice shall generally itemize the various phases or parts of the Total Contract Amount, the value of the various phases or parts, the previously invoiced and approved amounts for payment, and the amount of the current invoice. The invoice shall also include a certification statement signed by the Architect-Engineer stating that the Architect- Engineer has paid its consultants, subcontractors and suppliers their individual proportional share of all previous payments, including interest if applicable, received from the District in accordance with the terms of the Architect-Engineer’s subcontract with such persons or companies and these Standard Contract Provisions. Invoices for reimbursables shall include documentation of costs for which reimbursement is sought. Invoices for Architect-Engineer Services being performed on an
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hourly rate basis shall show the technical classifications, names of the persons performing the Architect-Engineer services, man hours expended, marked up hourly rates for the classification, and the extended cost amount. B. Invoice Disputes. Unless there is a dispute about the compensation due the Architect-Engineer, including, but not limited to, claims by the District against the Architect-Engineer, then within thirty (30) days after receipt by the District of the Architect-Engineer's acceptable invoice, which shall be considered the invoice receipt date, the District shall pay to the Architect-Engineer the amount approved less any retainage and less any prior payments or advances made to Architect-Engineer. The date on which payment is due shall be referred to as the “payment date.” C. Frequency. Invoices prepared the Architect-Engineer relating to the amount and value of work and services performed by the Architect-Engineer under the Contract shall be made periodically (not more often than monthly) and sent to the District for payment, accompanied by such documentation and supporting data as may be required by the Contracting Officer. D. Retainage. Upon approval of such invoice amounts by the Contracting Officer and presentation of proper documentation by the Architect-Engineer, payment of the invoice amount as determined above less agreed upon retainage and all previous payments shall be made in accordance with the Quick Payment Act, D.C. Official Code §2-221.01 et seq. Unless otherwise provided for in the Contract, the retained payment percentage shall be 5%, provided, however, that if the Contracting Officer determines that the work is Substantially Complete and that the amount of retained percentages is in excess of the amount considered by him to be adequate for the protection of the District, he may in his discretion release to the Architect-Engineer such excess amount. E. Final Payment. Upon the satisfactory completion of the Architect-Engineer’s services and formal notification of its final acceptance by the Contracting Officer, the Architect-Engineer shall be paid the unpaid balance of any money due hereunder, including retained percentages. Prior to such final payment under the Contract or prior to settlement upon termination of the Contract and as a condition precedent thereto, the Architect-Engineer shall execute and deliver to the Contracting Officer a release of all claims against the District arising under or by virtue of the Contract other than such claims, if any, as may be specifically excepted by the Architect-Engineer from the operation of the release in stated amounts to be set forth therein. F. Document Ownership. All drawings, designs, specifications and other Architect-Engineer deliverables first produced solely for the District in the performance of the Contract, or in contemplation thereof, and all as-built drawings produced after completion of the work shall be and remain the sole property of the District and may be used on any other work without additional cost to the District. With respect thereto, the Architect-Engineer agrees not to assert any rights or to establish any claim under the design patent or copyright laws and not to publish or reproduce such matter in whole or in part or in any manner or form or authorize others so to do without the written consent of the District, until such time as the District may have released such matter to the public. Further, with respect to any architectural design which the District desires to protect by applying for and prosecuting a design patent application or otherwise, the Architect-Engineer agrees to furnish the Contracting Officer such duly executed instruments and other papers (prepared by the District) as are deemed necessary to vest in the District the rights granted it under this clause. The Architect-Engineer agrees to furnish and provide access to the originals or copies of all such materials on the request of the Contracting Officer for a period of three (3) years after completion for the project.
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G. Corrections of Work Post-Payment. Notwithstanding the acceptance and approval by the District of any services performed or provided by the Architect-Engineer, the Architect-Engineer shall be responsible for the professional quality, technical accuracy and the coordination of all services furnished by the Architect-Engineer under the Contract. The Architect-Engineer shall, without additional compensation, correct or revise any errors or deficiencies or omissions in the Architect-Engineer’s services. H. Payment Not Waiver. The District’s review, approval or acceptance of, or payment for, any of the Materials and Services required under the Contract shall not constitute any representation, warranty or guaranty by the District as to the substance or quality of the matter reviewed, approved or accepted and shall not be construed to operate as a waiver or estoppel of any of the District's rights or privileges under the Contract or of any cause of action arising out of the performance of the Contract. No person or firm shall rely in any way on such review, approval or acceptance by the District. The Architect-Engineer shall be and remain liable in accordance with Applicable Law for all damages to the District caused by the Architect-Engineer. Review, approval or acceptance by the District or the Contracting Officer under the Contract shall not constitute approval otherwise required by any of the District departments, boards, commissions, or other regulatory agencies in the exercise of their independent regulatory authority. I. Errors and Omissions. Without limiting the Architect-Engineer’s responsibility set forth above, such responsibility, by way of illustration shall include the following: If any error or omission in the Construction Documents submitted by the Architect-Engineer requires a change in the Scope of Services or any portion thereof, the Architect-Engineer shall promptly complete such change at no additional cost to the District. J. Compensation Disputes. Disputes regarding the compensation due the Architect-Engineer may include, but are not limited to, the amount due, the value or percentage of the Architect- Engineer Services completed, defects or deficiencies in the Architect-Engineer Services, quality of the Architect-Engineer Services, compliance with the Contract Documents, completion itself, or negligent performance of professional services on the part of the Architect-Engineer. In the event of disputes, payment shall be mailed on or before the Payment Date for amounts and Architect-Engineer Services not in dispute, subject to any setoffs claimed by the District. K. Adjustments. All prior payments, whether based on estimates or otherwise, may be corrected and adjusted in any payment and shall be corrected and adjusted in the final payment. In the event that any invoice by the Architect-Engineer contains a defect or impropriety which would prevent payment by the Payment Date, the District shall notify the Architect-Engineer in writing of such defect or impropriety within ten (10) days after the invoice receipt date. Any disputed amounts determined by the District to be payable to the Architect-Engineer shall be due thirty (30) days from the date the dispute is resolved. Interest shall be paid by the District in accordance with the Quick Payment Act, D.C. Official Code §2-221.01 et seq. L. Payments to Subcontractors. The Architect-Engineer shall make a payment to each of its Consultants and Subcontractors, not later than seven (7) calendar days after receipt of amounts paid to the Architect-Engineer by the District, in an amount equal to the proportionate share of the total payment, including any interest, received from the District attributable to the Architect-Engineer Services performed by Consultants and Subcontractors less a retainage of not more than five percent (5%) if provided for in the applicable subcontract, said retainage being the same money, not additional money, retained by the District from the payment to the Architect-Engineer.
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ARTICLE 6. CHANGES A. Generally. The Contracting Officer may at any time by written order make changes within the general scope of the Contract to the Scope of Services to be performed under each task order. If such changes cause an increase or decrease in the Architect-Engineer’s cost of or time required for performance of any service under the Contract, or both, upon approval of the Contracting Officer, an equitable adjustment shall be made and the Contract shall be modified in writing by the Contracting Officer accordingly. Any claim of the Architect-Engineer for adjustment under this clause must be made in writing to the Contracting Officer within ten (10) days from the date of receipt by the Architect-Engineer of the notification of change unless the Contracting Officer grants a further period of time before the date of final payment under this Contract. If the Architect-Engineer requests changes to the Scope of Services, the Architect-Engineer must demonstrate to the satisfaction of the District that the changes are necessary and not due to the acts or omissions of the Architect-Engineer. Generally, the time of performance of the Contract and/or any task order may be extended for the administrative convenience of the District or for other purposes whenever the Contracting Officer determines such action will not be a cause for additional fee or other related cost. B. Additional Compensation. Compensation to the Architect-Engineer beyond the monetary limits set forth in the Contract shall only be made if and when a Change Order to the Contract is duly executed by the Parties. Nothing herein shall limit the District’s ability to make changes to the Contract unilaterally. C. Designated Change Orders. The Contracting Officer may, at any time, by written order designated or indicated to be a change order, make any changes 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 services; 3. In the District furnished facilities, equipment, materials or services; or 4. Directing acceleration in the performance of the services. Nothing provided in this Article shall excuse the Architect-Engineer from proceeding with the prosecution of the services so changed. D. Other Change Orders. Any other written order or an oral order (which term as used in this Section 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 Architect-Engineer gives the Contracting Officer written notice stating the date, circumstances and sources of the order and that the Architect-Engineer regards the order as a Change Order. E. 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 Architect- Engineer to an equitable adjustment hereunder. If any change under this Article causes an increase or decrease in the Architect-Engineer’s cost of, or the time required for, the performance of any part of the services under the 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
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be allowed for any cost incurred more than thirty (30) days before the Architect-Engineer gives written notice as therein required unless this thirty (30) day period 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 Architect- Engineer in attempting to comply with such defective drawings and specifications. 1. If the Architect-Engineer intends to assert a claim for an equitable adjustment under this Article, the Architect-Engineer must, within thirty (30) days after receipt of a written Change Order under (A) above or the furnishing of a written notice under (D) 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 (D) above. 2. With respect to the notification obligations of the Architect-Engineer hereunder, time is of the essence. A failure to provide timely notice constitutes waiver of the claim. No claim by the Architect-Engineer for an equitable adjustment hereunder shall be allowed if asserted after final payment under the Contract. F. Change Order Breakdown. Contract prices shall be used for Change Order work where the services, as changed, are of similar nature; no other costs, overhead or profit will be allowed. 1. 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 adjustment of the Architect-Engineer’s compensation and time for performance. 2. 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 7 and shall be based upon the breakdown shown in following subsections a) through g). The Architect-Engineer shall assemble a complete cost breakdown that lists and substantiates each item of work and each item of cost. 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 by the District. 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. b) Rented Equipment—Payment for required equipment rented from a third party company that is neither an affiliate of, nor a subsidiary of, the Architect-Engineer 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 Architect-Engineer shall submit written certification to the Contracting Officer that any required rented equipment is neither owned by nor rented from the Architect-Engineer or an affiliate of or subsidiary of the Architect- Engineer. c) Architect-Engineer’s Equipment—Payment for required equipment owned by the Architect-Engineer or an affiliate of the Architect-Engineer will be based solely on an hourly rate
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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 District will be based on one-half the derived hourly rate under this subsection. d) 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. e) Subcontract Work—Payment for additional necessary subcontract work will be based on applicable procedures in a) through f), to which total additional subcontract work, up to an additional 10 percent, may be allowed for the Architect-Engineer’s overhead and profit. G. Significant Changes in Character of Services. 1. The Contracting Officer reserves the right to make, in writing, at any time during the performance of services, such changes in quantities and such alterations in the services as are necessary to satisfactorily complete the Project. Such changes in quantities and alterations shall not invalidate the Contract, and the Architect-Engineer agrees to perform the services as altered. 2. If the alterations or changes in quantities significantly change the character of the services 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 services. If a basis cannot be agreed upon, then an adjustment will be made either for or against the Architect-Engineer 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 services to be performed under the Contract, the altered services 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 services 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 services performed. 5. If the parties fall to agree upon the adjustment to be made, the dispute shall be processed as provided in Article 10 hereof entitled “Disputes”. Nothing provided in this section shall excuse the Architect-Engineer from proceeding with the prosecution of services so changed. ARTICLE 7. EQUITABLE ADJUSTMENT OF CONTRACT TERMS The Architect-Engineer 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
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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 Architect-Engineer, 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, or both, an adjustment, excluding loss of anticipated profits, will be made and the Contract modified in writing accordingly. The Contracting Officer will notify the Architect-Engineer 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 Architect-Engineer will be allowed unless the Architect-Engineer 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 Architect-Engineer. 4. No contract adjustment will be allowed under this clause for any effects caused on unchanged work. B. Suspension of Work Ordered by 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 nature of the services) and the Architect-Engineer believes that additional compensation or contract time, or both, is due as a result of such suspension or delay, the Architect-Engineer shall submit to the Contracting Officer in writing a request for equitable adjustment within ten (10) 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 Architect-Engineer’s request. If the Contracting Officer agrees that the cost or time required for the performance of the Contract, or both, 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 Architect-Engineer or its consultants 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 Architect-Engineer of his/her determination whether or not an adjustment of the Contract is warranted. 3. No contract adjustment will be allowed unless the Architect-Engineer has submitted the request for adjustment within the time prescribed; a failure to submit a request for adjustment in the time prescribed shall constitute waiver of all right to compensation related to the suspension of work by the Architect-Engineer. ARTICLE 8. TERMINATION A. Termination for Default. Termination, whether for default or convenience is not a Government claim. The Contracting Officer may terminate the Contract, or any task order issued thereunder by the Contracting Officer, for default, in whole or in part, if the termination is in the best interests of the Government, and the Architect-Engineer does any of the following: 1. Fails to complete the Services within the time specified in the Contract or any modification (including task orders); 2. Fails to make sufficient progress on contract performance so as to endanger performance
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of the Contract (including any task order) within the time specified or in the manner specified in the Contract; 3. Fails or refuses to go forward with the services in accordance with the direction of the Contracting Officer; 4. Expresses through word or conduct an intention not to complete the services in accordance with the directions of the Contracting Officer; 5. Fails to perform any of the other provisions of the Contract (or any task order); 6. Materially deviates from the representations and capabilities set forth in the Architect- Engineer’s response to the solicitation. B. Final Decision of Contracting Officer. A termination for default is a final decision of the Contracting Officer. In order to contest a termination for default, the Architect-Engineer 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 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 ninety (90) days from the date of the Contracting Officer’s final decision. C. Delays. If the Architect-Engineer refuses or fails to prosecute the services, or any separable part thereof, with such diligence as will provide for its completion within the time specified in the Contract, or any extension thereof, or fails to complete said services within the specified time, the District may, by written notice to the Architect-Engineer, terminate its right to proceed with the services or such part of the services involving the delay. In such event, the District may take over the services and prosecute the same to completion, by contract or otherwise, and may take possession of and utilize in completing the services such materials as may have been paid for by the District. Whether or not the Architect- Engineer’s right to proceed with the services are terminated, the Architect-Engineer shall be liable for any liability to the District resulting from the Architect-Engineer’s refusal or failure to complete the services within the specified time. 1. If fixed and agreed liquidated damages are provided in the Contract and if the District does not so terminate the Architect-Engineer’s right to proceed, the resulting damage will consist of such liquidated damages until the services are completed and accepted. 2. The Architect-Engineer’s right to proceed shall not be so terminated nor the Architect- Engineer charged with resulting damage if: a) The delay in the completion the services arises from unforeseeable causes beyond the control and without the fault or negligence of the Architect-Engineer, including but not restricted to acts of God, acts of the public enemy, acts of the District in either its sovereign or contractual capacity, acts of another contractor in the performance of a contract with the District, 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 Architect-Engineer and such consultants or subcontractors at any tier; and b) The Architect-Engineer, within 72 hours from the beginning of any such delay, (unless the
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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. 3. The Contracting Officer shall ascertain the facts and the extent of the delay and extend the time for completing the services when, in his/her judgment, the findings of fact justify such an extension, and his/her findings of fact shall be final and conclusive on the parties, subject only to appeal as provided in Article 7 herein. 4. If, after notice of termination of the Architect-Engineer’s right to proceed under the provisions of this Article, it is determined for any reason that the Architect-Engineer 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. 5. The rights and remedies of the District provided in this Article are in addition to any other rights and remedies provided by law or under the Contract. 6. The District may, by written notice, terminate the Contract or a portion thereof 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. D. Opportunity to Cure. Notwithstanding the foregoing sections A and C, the Contract will not terminate as a result of the failure to perform if the Architect-Engineer begins, immediately upon receipt of such notice, to correct its failure to perform and proceeds diligently to cure such failure with no more than ten (10) days of receipt thereof. The Contracting Officer in its sole discretion, but is not obligated to, may extend the period to cure if the Department finds a legitimate reason for the extension. E. Termination for Convenience of the District Government 1. The performance of services under the Contract, or any task order issued thereunder by the Contracting Officer, may be terminated by the District 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 District. Any such termination shall be effected by delivery to the Architect-Engineer of a Notice of Termination specifying the extent to which performance of services under the Contract (or task order) is terminated, and the date upon which such termination becomes effective. 2. After receipt of a Notice of Termination, and except as otherwise directed by the Contracting Officer, the Architect-Engineer shall: a) Stop work under the Contract (or task order) on the date and to the extent specified in the Notice of Termination. b) Place no further orders or subcontracts for materials, services, or facilities except as may be necessary for completion of such portion of the services under the Contract (or task order) as is not terminated. c) Terminate all orders and subcontracts to the extent that they relate to the performance of the services terminated by the Notice of Termination.
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d) Assign to the District, in the manner, at the times, and to the extent directed by the Contracting Officer, all of the right, title and interest of the Architect-Engineer under the orders and subcontracts so terminated, in which case the District 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. e) 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/she may require, which approval or ratification shall be final for all purposes of this Article. f) Transfer title to the District and deliver in the manner, at the times, and to the extent, if any, directed by the Contracting Officer completed, or partially completed plans, drawings, information and other property which, if the Contract (or task order) had been completed, would have been required to be furnished to the District. g) Complete performance of such part of the services as shall not have been terminated by the Notice of Termination. h) 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 Contract that is in the possession of the Architect-Engineer and in which the District has or may acquire an interest. i) The Architect-Engineer 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. 3. After receipt of a Notice of Termination, the Architect-Engineer shall submit to the Contracting Officer its 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 ninety (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 Architect-Engineer made in writing within such ninety (90)-day period or authorized extension thereof. In the event the Architect- Engineer 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 ninety (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/she may receive and act upon any such termination claim at any time after such ninety (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 Architect-Engineer beyond ninety (90) days from the date of the default termination. Upon failure of the Architect- Engineer to submit his termination claim within the time allowed, the Contracting Officer may, subject to any review required by the District’s procedures in effect as of the date of execution of the Contract, determine, on the basis of information available to him/her, the amount, if any, due to the Architect-Engineer by reason of the termination and shall thereupon pay to the Architect-Engineer the amount so determined. 4. Subject to the provisions of Section 3 above, and subject to any review required by the District’s procedures in effect as of the date of execution of the Contract, the Architect- Engineer and Contracting Officer may agree upon the whole or any part of the amount or amounts to be paid to the Architect-Engineer by reason of the total or partial termination of services pursuant to this Article, which amount or amounts may include a reasonable allowance for profit on services completed; provided, that such agreed amount or amounts, exclusive of settlement costs, shall not exceed the total Contract price as reduced by the amount of
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payments otherwise made and as further reduced by the Contract price of any services not terminated. The Contract shall be amended accordingly, and the Architect-Engineer shall be paid the agreed amount. Nothing in Section 5 below prescribing the amount to be paid to the Architect-Engineer in the event of failure of the Architect-Engineer and the Contracting Officer to agree upon the whole amount to be paid to the Architect-Engineer by reason of the termination of services 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 Architect-Engineer pursuant to this paragraph. 5. In the event of the failure of the Architect-Engineer and the Contracting Officer to agree as provided in Section 4 above upon the whole amount to be paid to the Architect-Engineer by reason of the termination of services pursuant to this Article, the Contracting Officer shall, subject to any review required by the District’s procedures in effect as of the date of execution of the Contract, determine, on the basis of information available to him/her, the amount, if any, due the Architect-Engineer by reason of the termination and shall pay to the Architect-Engineer the amounts determined by the Contracting Officer, as follows, but without duplication of any amounts agreed upon in accordance with Section 4 above: a) 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: i) The cost of such services; ii) The cost of settling and paying claims arising out of the termination of services under subcontracts or orders as provided in Section 2(e) 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 on Section 5(a)(i) above; and iii) A sum, as profit on Section 5(a)(i) above, determined by the Contracting Officer to be fair and reasonable; provided however, that if it appears that the Architect- Engineer 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 services performed by the Architect-Engineer for the terminated portion of the Contract (or task order) but may not be allowed on the Architect-Engineer’s settlement expenses. Anticipatory profits and consequential damages shall not be allowed. Any reasonable method may be used to arrive at a fair profit, separately or as part of the whole settlement. b) The reasonable cost of the preservation and protection of property incurred pursuant to Section 2(i); and any other reasonable cost incidental to termination of services under the Contract including expense incidental to the determination of amount due to the Architect-Engineer as the result of the termination of work under the Contract. 6. The total sum to be paid to the Architect-Engineer under Section 5(a) above 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 services not terminated. Except for normal spoilage, and except to the extent that the District shall have otherwise expressly assumed the risk of loss, there shall be excluded from the amounts payable to the Architect-Engineer under Section 5(a) 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 District 7. The Architect-Engineer shall have the right of appeal, under Article 9 herein, from any determination made by the Contracting Officer under Sections 3 or 5, above, except that, if
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the Architect-Engineer has failed to submit its claim within the time provided in Section 3 above and has failed to request extension of such time, the Architect-Engineer shall have no such right of appeal. In any case where the Contracting Officer has made a determination of the amount due under Sections 3 or 5, above, the District shall pay to the Architect-Engineer the following: a) 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 b) If an appeal had been taken, the amount finally determined on such appeal. 8. In arriving at the amount due the Architect-Engineer under this Article there shall be deducted: a) all unliquidated advance or other payments on account theretofore made to the Architect-Engineer, applicable to the terminated portion of the Contract (or task order); b) any claim which the District may have against the Architect-Engineer in connection with the Contract; and c) the agreed price for, or the proceeds of sale of, any materials, supplies or other things kept by the Architect-Engineer or sold, pursuant to the provisions of this Article and not otherwise recovered by or credited to the District. 9. If the termination hereunder be partial, prior to the settlement of the terminated portion of the Contract (or task order), the Architect-Engineer 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 District and the Architect-Engineer to agree upon the amount or amounts to be paid to the Architect-Engineer for the completion of the continued portion of the Contract when said Contract does not contain an established Contract price for such continued portion. 10. The District may from time to time, under such terms and conditions as it may prescribe, make partial payments against costs incurred by the Architect-Engineer in connection with the terminated portion of the Contract (or task order) whenever in the opinion of the Contracting Officer the aggregate of such payments shall be within the amount to which the Architect-Engineer 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 Architect-Engineer to the District upon demand, together with interest in accordance with the Quick Payment Act, D.C. Official Code §2-221.01 et seq. 11. Unless otherwise provided in the Contract or by applicable statute, the Architect-Engineer, from the effective date of termination and for a period of three (3) years after final settlement under the Contract, shall preserve and make available to the District at all reasonable times at the office of the Architect-Engineer, but without direct charge to the District, all its books, records, documents and other evidence bearing on the costs and expenses of the Architect-Engineer under the Contract and relating to the services terminated hereunder, or, to the extent approved by the Contracting Officer, photographs and other authentic reproductions thereof. 12. By virtue of a Termination for Convenience, the Architect-Engineer shall not become entitled to payment for defective services, deficient services, rejected services, or services not in accordance with the plans or specifications set forth in the Contract. ARTICLE 9. DISPUTES
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A. Generally. All disputes arising under or relating to the Contract shall be resolved as provided herein. B. Claims by the Architect-Engineer against the District. 1. Claim, as used in this Section B of Article 9, means a written assertion by the Architect- Engineer 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 the 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 the Architect-Engineer against the District arising under or relating to the 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 Architect-Engineer. 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. i) If the Architect-Engineer is unable to support any part of its claim and it is determined that the inability is attributable to a material misrepresentation of fact or fraud on the part of the Architect-Engineer, the Architect-Engineer shall be liable to the District for an amount equal to the unsupported part of the claim in addition to all costs to the District attributable to the cost of reviewing that part of the Architect-Engineer’s claim. ii) Liability under this section shall be determined within six (6) years of the commission of the misrepresentation of fact or fraud. d) 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 Architect-Engineer’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. e) 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 Architect-Engineer knew or should have known of the circumstances giving rise to such claim, otherwise compensation for that claim is waived. f) The parties agree that there shall be no claims for unabsorbed home office overhead. 2. The Architect-Engineer’s claim shall contain at least the following: a) A description of the claim and the amount in dispute;
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b) Any data or other information in support of the claim; c) A brief description of the Architect-Engineer’s efforts to resolve the dispute prior to filing the claim; and d) The Architect-Engineer’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 Architect- Engineer. 4. Pending final decision of an appeal, action, or final settlement, the Architect-Engineer shall proceed diligently with performance of the contract in accordance with the decision of the Contracting Officer. C. Claims by the District Against the Architect-Engineer. 1. Claim as used in this Section C of Article 9, means a written demand or written assertion by the District, 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 the 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 District to notify the Architect-Engineer prior to the issuance of the Contracting Officer’s final decision. 2. a) All claims by the District against the Architect-Engineer 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 Architect-Engineer. b) The decision shall be supported by reasons and shall inform the Architect-Engineer of its 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 Architect- Engineer. 5. Pending final decision of an appeal, action, or final settlement, the Architect-Engineer shall proceed diligently with performance of the contract in accordance with the decision of the Contracting Officer. 6. The Contracting Officer may enter into a voluntary exclusion agreement with the Architect- Engineer in order to settle any claim or dispute between the parties. ARTICLE 10. RETENTION AND EXAMINATION OF RECORDS
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Unless otherwise provided in the Contract, or by applicable statute, the Architect-Engineer, from the effective date of Contract completion and for a period of three (3) years after final settlement under the Contract, shall preserve and make available to the District at all reasonable times at the office of the Architect-Engineer but without direct charge to the District, all its books, records, documents, and other evidence bearing on the costs and expenses of the Architect-Engineer under the Contract. ARTICLE 11. COVENANT AGAINST CONTINGENT FEES The Architect-Engineer 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 Architect-Engineer for the purpose of securing business. For breach or violation of this warranty, the District 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 12. OFFICIALS NOT TO BENEFIT A. District Employees Not To Benefit. Unless a determination is made as provided herein, no officer or employee of the District will be admitted to any share or part of the Contract or to any benefit that may arise therefrom, and any contract made by the Contracting Officer or any District employee authorized to execute contracts in which they or an employee of the District will be personally interested shall be void, and no payment shall be made thereon by the District or any officer thereof, but this provision shall not be construed to extend to the Contract if made with a corporation for its general benefit. A District employee shall not be a party to a contract with the District 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 District’s needs cannot reasonably otherwise be met in accordance with 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. The Architect-Engineer 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 Architect-Engineer further covenants not to employ any person having such known interests in the performance of the Contract. B. Anti-Competitive Practices and Anti-Kickback Provisions. 1. The Architect-Engineer 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 Architect-Engineer shall not engage, directly or indirectly, in collusion or other anti-competitive practices that reduces or eliminates competition or restrains trade. The District 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. 2. The Architect-Engineer shall observe and comply with all applicable law, rules, and regulations prohibiting kickbacks and, without limiting the foregoing, Architect-Engineer 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
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kickback in the contract price charged by Architect-Engineer or a Subcontractor of the Architect-Engineer to the District. The Architect-Engineer 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 District may take any recourse available to it under the law for violations of this anti-kickback provision. ARTICLE 13. CONFLICT OF INTEREST AND ETHICS A. Former Employees Generally. Pursuant to Public Law 95-521, as amended, no former employee of the United States District or the District of Columbia: 1. Shall knowingly represent the Architect-Engineer before any District agency through personal appearance or communication in connection with a matter involving specific parties to the Contract where the former District employee participated personally and substantially in this matter while employed with the District. 2. Shall within two (2) years after terminating District employment knowingly represent the Architect-Engineer before any District agency through personal appearance or communication in connection with a matter involving specific parties to the Contract were the matter was pending under the official responsibility of the former employee within one (1) year prior to termination of District service. B. Former Senior Employees. Pursuant to Public Law 95-591, as amended, no former senior level officer or former senior level employee of the United States District or the District of Columbia District named in or designated by the Contracting Officer of the Office of District Ethics under Section 207(d) of Title 18 USC: 1. Shall, within two (2) years after terminating District employment knowingly represent or aid counsel, advise, consult or assist in representing any other person by personal presence at any formal or informal appearance before any District agency in connection with a matter involving specific parties where the former employee participated personally aid substantially in that matter while employed with the District. 2. Shall, within one (1) year after terminating District employment knowingly act as an agent or attorney for or otherwise represent anyone in any formal or informal appearance before or with the intent to influence make any written or oral communication on behalf of anyone to his or her former District or agency or any of its officers or employees or (2) in connection with any particular District matter, whether or not involving a specific party which is pending before such District or agency or in which it has a direct and substantial interest. C. Conflict of Interest. The Architect-Engineer represents and warrants that neither it nor any of its directors, officers, members, partners or employees, has any interest nor shall they acquire any interest, directly or indirectly, which would or may conflict in any manner or degree with the performance or rendering of the services herein provided. The Architect-Engineer represents and warrants that, in the performance of the Contract, no person having such interest or possible interest shall be employed by it. No elected official or other officer or employee of the District, nor any person whose salary is payable, in whole or in part, from the District Treasury, shall participate in any decision relating to the Contract which affects his/her personal interest or the interest of any corporation, partnership or association in which he/she is, directly or indirectly, interested; nor shall any such person have any interest, direct or indirect, in the Contract or in the proceeds
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thereof. D. No Kick-Backs. The Architect-Engineer shall not offer or receive any kickbacks or inducements from any other offeror, supplier, manufacturer or subcontractor in connection with the Contract. The Architect-Engineer shall not confer on any public employee having official responsibility for the Contract any payment, loan, subscription, advance, deposit of money, services or anything of more than nominal value. E. No Contractor Employment. No official or employee of the District of Columbia whose duties as such official or employee include matters relating to or affecting the subject matter of the Contract shall, during the pendency and term of the Contract and/while serving as an official or employee of the District of Columbia, become or be an employee of the Architect-Engineer or any entity that is a subcontractor on the Contract. ARTICLE 14. DISMISSALS AND REPLACEMENT OF KEY PERSONNEL A. Dismissals by the District. Should the continued employment of any person or persons in the Architect-Engineer’s organization under the Contract be deemed by the Contracting Officer to be prejudicial to the interests of the District, such person or persona shall be immediately removed from the work hereunder. The Architect-Engineer shall make every effort in the selection of its employees and in the prosecution of the work under the Contract to safeguard all drawings and specifications and to prevent the theft conversion or unauthorized use of the same. B. Replacement of Key Personnel. No substitutions for Key Personnel shall be permitted unless approved by the Contracting Officer. Any proposed replacement for Key Personnel must possess qualifications substantially similar to those of the Key Personnel being replaced and are subject to the prior written approval of the Contracting Officer. In addition, at the Contracting Officer's request at any time, the Architect-Engineer shall remove any Key Personnel or other personnel and substitute another employee of the Architect-Engineer or its subcontractors reasonably satisfactory to the Contracting Officer. The Contracting Officer may request such substitution at any time, in his/her sole discretion. C. Liquidated Damages. In order to maintain project continuity the District expects that the Architect-Engineer will assign the same project managers to all phases of the Project and that such personnel will be available to oversee and coordinate the services throughout the Project. Accordingly, the Architect-Engineer’s designated Key Personnel shall be subject to liquidated damages for their removal or reassignment by the Architect-Engineer. In each instance where the Architect-Engineer removes or reassigns one of its Key Personnel (but excluding instances where such personnel become unavailable due to death, disability, or separation from the employment of the Architect-Engineer or any affiliate of the Architect-Engineer) without the prior written consent of the Contracting Officer, the Architect-Engineer shall pay to the District an amount set forth in the Contract as liquidated damages and not a penalty, to reimburse the District for its administrative costs arising from the Architect-Engineer’s failure to provide the Key Personnel. The foregoing liquidated damage amount shall not bar recovery of any other damages, costs or expenses other than the District’s internal administrative costs. In addition, the District shall have the right, to be exercised in its sole discretion, to remove, replace or to reduce the Scope of Services of the Architect-Engineer in the event that a member of the Key Personnel has been removed or replaced by the Architect-Engineer without the consent of the District. In the event the District exercises the right to remove, replace or to reduce the Scope of Services of the Architect-Engineer, the District shall have the right to enforce the terms of the Contract and to keep-in-place those members of the Architect-Engineer’s team not removed or replaced and the remaining members
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shall complete the services required under the Contract in conjunction with the new members of the Architect-Engineer’s team approved by the District. ARTICLE 15. COMPLIANCE WITH FEDERAL AND DISTRICT OF COLUMBIA LAWS AND REGULATIONS A. Generally. The Architect-Engineer shall at all times exercise the professional skill and care required by Section 2.F of these Standard Contract Provisions in observing and complying with all laws, codes, regulations, orders and decree set forth by any department, agency or branch of the United States District, and the District of Columbia applicable to the services. B. Equal Opportunity: Non-Discrimination in Employment. During the performance of the Contract the Architect-Engineer shall comply with the provisions of Mayor’s Order 85-85 as implemented by Title 4, Chapter 11 – Equal Employment Opportunity Requirements in Contracts, 33 DCR 4952 (August 15, 1986). C. Buy American Act. 1. 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 Architect-Engineer agrees that only domestic construction material will be used by the Architect-Engineer, subcontractors, material men and suppliers in the performance of the Contract, except for non-domestic material listed in the Contract. 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 a construction material. 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 District to be not mined, produced or manufactured in the United States in sufficient and reasonably available commercial quantities and of a satisfactory quality. 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 on-tenth of one percent of the total project cost, or $2,500,000, whichever is greater. D. Service Contract Act. The Architect-Engineer agrees that the work performed under this Contract shall be subject to the Service Contract Act (41 U.S.C. 351 et seq.). The wage rates applicable to this Project shall be attached as an exhibit to the Contract. The Architect-Engineer further agrees that it and all of its subcontractors shall comply with the regulations implementing the Service Contract Act and such regulations are hereby incorporated by reference.
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E. False Claims Act. The Architect-Engineer shall be governed by all laws and regulations prohibiting false or fraudulent statements and claims made to the government, including the prescriptions set forth in District of Columbia Code §22-2405 and §§2-381.01 et seq. ARTICLE 16. APPOINTMENT OF ATTORNEY The Architect-Engineer does hereby irrevocably designate and appoint the Clerk of the Superior Court of the District and his successors in office as the true and lawful attorney of the Architect-Engineer for the purpose of receiving service of all notices and processes issued by any court in the District, 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 Architect-Engineer 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 Architect-Engineer 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 Architect-Engineer 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 Architect-Engineer at the address stated in the Contract. ARTICLE 17. INDEMNIFICATION A. Violation of Laws, Regulations, Specifications, and Breach of Contract. If the Architect- Engineer violates any laws, regulations, codes or industry standards relating to the Project, the Architect-Engineer shall take prompt action to correct or abate such violation and shall indemnify and hold the District of Columbia and its officials, officers, agents, and employees, the Department and its consultants, representatives, agents, servants and employees harmless against any and all claims or liability, damages, fines, penalties, third party claims, suits, awards, actions, causes of action or judgments, including but not limited to reasonable attorney's fees and costs incurred thereunder, arising from or based on the violation of any such law, code, regulation, codes or industry standards, order or decree in performance of the Contract services whether by the Architect-Engineer, an employee or agent of the Architect-Engineer, any person, firm or corporation employee engaged by the Architect-Engineer or contractually associated with the Architect-Engineer in the performance of or in connection with the Services contemplated or performed under the Contract.. If the Architect-Engineer breaches the terms of this Contract, including the solicitation, letter contract, standard contract provisions, directives, specifications, manufacturer’s specifications, and the RFP, the Architect-Engineer shall indemnify and hold the Department and its consultants, representatives, agents, servants and employees harmless against any damages, fines, penalties, claims, suits, awards, actions, causes of action or judgments, including but not limited to reasonable attorney's fees and costs incurred thereunder, that result from such breach. B. Professional Services. To the fullest extent permitted by law, the Architect-Engineer shall defend, indemnify and hold harmless the Department and the Department’s consultants and agents and employees from and against claims, damages, losses and expenses, including but not limited to reasonable attorneys’ fees, arising out of or resulting from performance of the services, provided that such claim, damage, loss or expense is attributable to bodily injury, sickness, disease or death, or to injury to or destruction of tangible property (other than the Work itself), but only to the extent caused by the negligent acts or omissions of the Architect-Engineer, a consultant or subcontractor, anyone directly or indirectly employed by them or anyone for whose acts they may be liable, regardless of whether or not such claim, damage, loss or expense is caused in part by a party
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indemnified hereunder. C. Non-Professional Services. In addition, other than claims arising out of the performance of professional services, the Architect-Engineer shall defend, indemnify and hold harmless the Department, its representatives, consultants, officers, agents, servants and employees, from and against claims, liabilities, demands, losses, damages, judgments, costs, or expenses, including reasonable attorneys’ fees and expenses recoverable under applicable law, to the extent such claims are caused by acts or omissions of the Architect-Engineer, a consultant or subcontractor, anyone directly or indirectly employed by them or anyone for whose acts they may be liable, regardless of whether or not such claim, damage, loss or expense is caused in part by a party indemnified hereunder or arising out of the Contract services, provided that, such claims arise out of non-professional services required under the Contract. D. Third Party Disputes. Disputes between the Architect-Engineer and any subcontractors, material suppliers, or any other third parties over payments allegedly owed by the Architect- Engineer to a third party shall be resolved exclusively between the Architect-Engineer and the third party; the Architect-Engineer shall permit no pass-through suits to be brought against the District by a third party in the Architect-Engineer’s name. However, nothing herein shall be construed to prevent the Architect-Engineer from paying a subcontractor’s claim and seeking a timely equitable adjustment hereunder. ARTICLE 18. SUBCONTRACTORS AND/OR OUTSIDE ASSOCIATES AND CONSULTANTS A. Prior Consent Required. Except as otherwise provided in this Section 18 (A), the Architect-Engineer shall not delegate or enter into any Subcontracts for the performance of its obligations under the Contract, in whole or in part, without on each occasion obtaining the prior written consent of the Contracting Officer. Any subcontractors and/or outside associates or consultants required by the Architect-Engineer in connection with the Services covered by the Contract shall be limited to such individuals or firms as were specifically identified in the Architect-Engineer’s written proposal and approved by the District during negotiations. Any proposed changes in such subcontractors, associates, or consultants shall be subject to the prior written approval of the Contracting Officer. B. Requests. The Architect-Engineer shall submit to the Contracting Officer copies of all proposed subcontract(s) to be entered into by the Architect-Engineer, along with the Architect-Engineer’s written request for the District’s consent. All such subcontracts must specify that: 1. work performed by the subcontractor shall be in accordance with the terms of the Contract; 2. nothing contained in such subcontract shall be construed to impair the rights of the District under the Contract; 3. the District’s consent to or approval of any subcontract shall not create any obligation of the District to any subcontractor; 4. nothing contained in such subcontract, or under the Contract, shall create any obligation of the District to any subcontractor; 5. the District shall be expressly designated a third party beneficiary of the subcontract; 6. upon request by the District (at the District’s sole option) and upon receipt of written notice from the District stating that the Contract between the District and the Architect-Engineer has been
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terminated, the subcontractor agrees that it will continue to perform its obligations under the subcontract for the benefit of the District in accordance with the terms and conditions of the Contract, provided the District pays the subcontractor for the services rendered and materials provided by the subcontractor from and after the date of the termination of the Contract between the District and the Architect-Engineer at the same rate or in the same amount as set forth in the subcontract for services and materials after such date of termination; 7. the subcontractor shall be bound by the same requirements as the Architect-Engineer including confidentiality, maintenance and preservation of records, and audit by government representatives, under the Contract; and 8. the subcontractor agrees (i) to assign and transfer to the District all of its rights to sales and use tax which may be refunded as a result of a claim for refund for any materials purchased in connection with the subcontract or the Contract, (ii) that, other than as directed by the District, it will not file a claim for refund for any sales or use tax which is the subject of this assignment; and (iii) that the District, in its own name or in the name of subcontractor, may file a claim for a refund of any sales or use tax covered by the assignment. C. No Relief of Obligations. No permitted subcontract shall relieve the Architect-Engineer of any obligation under the Contract. The Architect-Engineer shall be as fully responsible for the acts and omissions of its subcontractors or persons either directly or indirectly employed by them, as it is for the acts and omissions of the Architect-Engineer or persons directly or indirectly employed by the Architect-Engineer. D. No Effect. Any purported subcontract in violation of this Section or of any other section in the Contract shall be of no force and effect. E. Right to Reject. The District may, in its sole discretion, reject any or all bids and proposals received by the Architect-Engineer from any subcontractor for any portion of the services, and may require the Architect-Engineer to obtain new or revised bids or proposals or subcontractors. F. Incorporation by Reference. Any agreement the Architect-Engineer makes with a subcontractor, outside associate or consultant shall incorporate specifically or by reference thereto, each and every provision of the Contract, these Standard Contract Provisions, the Attachment(s) and Appendices hereto, and if applicable, the District’s Standard Contract Provisions for Construction Contracts. ARTICLE 19. WAIVER No waiver by the District or the Architect-Engineer 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 District or the Architect-Engineer 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 District or the Architect-Engineer, as applicable, in writing. ARTICLE 20. PATENTED AND PROPRIETARY ITEMS A. Prior Approval Required. The Architect-Engineer shall not, without the prior written approval of the Contracting Officer, specify for the Project, or necessarily imply the required use of any article, product, material, fixture or form of construction, the use of which is covered by a patent, or which
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is otherwise exclusively controlled by a particular firm or group of firms. B. Indemnity. The Architect-Engineer shall be liable to and hereby agrees to defend, indemnify and hold harmless the District against any claim, action cost or judgment against the District for patent infringement, trademark violation, copyright violation or infringement of rights in technical data, in any systems, graphs, charts, designs, drawings or specifications furnished by the Architect-Engineer in the performance of the Contract. ARTICLE 21. TRANSFER OR ASSIGNMENT OF CONTRACT A. Prior Consent Required. Unless otherwise provided by law, neither the Contract nor any interest therein may be transferred or assigned by the Architect-Engineer to any other party without the written consent of the Contracting Officer; and any attempted transfer or assignment not authorized by this Article shall constitute a breach of the Contract and the District may for such cause terminate the Contract for default and terminate the right of the Architect-Engineer to proceed in the same manner as provided in Article 8.B. herein, and the Architect-Engineer shall be liable to the District for any excess cost occasioned the District thereby. B. Monies. The Architect-Engineer shall not assign any right to any monies to be paid under the Contract, without on each occasion obtaining the prior written consent of the Contracting Officer. In no case shall approval by the District of the assignment of any monies to be paid under the Contract relieve the Architect-Engineer from its obligations hereunder or change the remaining terms of the Contract. Any purported assignment in violation of this Article shall be of no effect. C. Applicability in Case of Bankruptcy or Insolvency. A receiver or trustee in any federal or state bankruptcy, insolvency or other proceedings shall comply with the requirements set forth in the Standard Contract Provisions. D. Obligation of Architect-Engineer. The Architect-Engineer acknowledges that the Services are the obligation of the Architect-Engineer and the District shall have no obligation to accept performance by a third party without the Contracting Officer’s prior and express written consent. E. Failure to Obtain Consent. Failure to obtain the previous written consent of the Contracting Officer to such an assignment, transfer or conveyance, shall justify, at the option of the Contracting Officer, the revocation and annulment of the Contract. The District shall thereupon be relieved and discharged from any further liability and obligation to the Architect-Engineer, his assignees or transfers, and the Architect-Engineer and his assignees shall forfeit and lose all monies theretofore earned under the Contract, except so much as may be required to pay the Architect-Engineer’s employees. F. Assignment by the District. This Contract may be assigned by the District to any corporation, agency or instrumentality of the District having authority to accept such assignment. ARTICLE 22. QUALIFICATIONS A. Signatory Authority and Qualifications. The Architect-Engineer hereby warrants that the signature or signatures herein before affixed are duly authorized further the Architect-Engineer warrants as a true statement any and all statements of qualification with respect to but not limited to professional status premises, employees experience and financial standing such as may be set forth in documents furnished by the Architect-Engineer or required by the District for the purpose of securing the District’s consent to enter into the Contract. Misrepresentation shall be
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cause for termination for default of the Contract and such other action as may be appropriate including with limitation suspension and debarment and civil or criminal penalties. B. Good Standing. If the Architect-Engineer is an entity, the Architect-Engineer is either: (1) a not- for-profit corporation or other entity determined to be tax exempt pursuant to section 501(c) of the Internal Revenue Code by the Internal Revenue Service; or (2) a business corporation, partnership or other business entity duly organized, validly existing and in good standing under the laws of the state of its incorporation or organization. The Architect-Engineer shall also be duly licensed, qualified and in good standing in the District of Columbia. The Architect-Engineer’s loss of good standing is grounds for Termination for Default without liability upon the Department. C. Authority to Act. The Architect-Engineer has full legal power and authority to enter and perform the Contract and provide the Services without resulting in a default under or a breach or violation of (1) the Architect-Engineer’s certificate or articles of incorporation or bylaws or other organizational documents, if applicable; (2) any applicable law, or any license, permit or other instrument or obligation to which the Architect-Engineer is now a party or by which the Architect-Engineer may be bound or affected; and (3) the Architect-Engineer’s tax exempt status, if applicable. D. Legal Obligation. The Contract has been duly authorized, executed and delivered by the District and the Architect-Engineer, by and through persons authorized to execute the Contract on their respective behalf, and constitutes the legal, valid and binding obligation of the District and the Architect-Engineer, enforceable against the District and the Architect-Engineer in accordance with its terms. E. No Litigation Preventing Performance. There is no litigation, claim, consent order, settlement agreement, investigation, challenge or other proceeding pending or threatened against the Architect-Engineer, its properties or business, or any individuals acting on the Architect-Engineer's behalf, including, without limitation, subcontractors, which seek to enjoin or prohibit the Architect-Engineer from entering into or performing its obligations under the Contract. F. Requisite Licensure and Qualifications. The Architect-Engineer and all of the entities and individuals acting on the Architect-Engineer’s behalf, including, without limitation, consultants and subcontractors, in connection with the Services under the Contract, possess and, at all times during the term of the Contract, shall possess all licenses, certifications, qualifications, or other credentials as required in accordance with all applicable laws, regulations and the terms of the Contract, to perform the Services. The Architect- Engineer shall provide the District with copies of all licenses, credentials, and/or certifications specified in this Section within five (5) days of request by the District. ARTICLE 23. ARCHITECT-ENGINEER’S WARRANTY AGAINST DEBARMENT The Architect-Engineer certifies that it is not currently (i) debarred, suspended or excluded, (ii) a party to a voluntary exclusion agreement, or (iii) otherwise enjoined from submitting bids or proposals on contracts for the type of services covered by the Contract, nor is the Architect-Engineer an agent of any person or entity that is currently so debarred, suspended, excluded or otherwise enjoined. ARTICLE 24. RECOVERY OF DEBTS OWED THE GOVERNMENT The Architect-Engineer hereby agrees that the Department may use all or any portion of any payment, consideration or refund due the Architect-Engineer under the Contract to satisfy, in whole or part, any debt due the District.
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ARTICLE 25. ADMINISTRATIVE LIQUIDATED DAMAGES In addition to any other liquidated damages provided for in the Contract, the Architect-Engineer hereby agrees that the Government may assess administrative liquidated damages for the Architect-Engineer’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 Department. The Department’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 Department’s ability to terminate the Architect-Engineer for the failure to submit Contract deliverables when due. ARTICLE 26. FORCE MAJEURE If the Architect-Engineer, because of Force Majeure, is rendered wholly or partly unable to perform its obligations when due under this Contract, the Architect-Engineer 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 Architect-Engineer 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 Architect-Engineer’s assertion of its inability to perform. If the Contracting Officer agrees that the Architect-Engineer is wholly or partly unable to perform its obligations under the Contract a decision will be issued indicating the extent to which the Architect-Engineer is excused from its performance obligations. In no event will the Contractor be entitled to money damages from the Department due to Force Majeure.
Docusign Envelope ID: 25B2252B-9538-48EC-ADB8-FB81E3B48250
E
xhibit K
F
orm of Lien Waivers

GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES

_____________________________________________________________________________________________
2000 14TH STREET, NW, 5TH FLOOR, WASHINGTON, D.C. 20009
FAX: (202) 671-0648

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 a ll claims, right to liens, and stop work
notices upon said premises or the im provements thereon under the statu tes 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 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 Liens on behalf of (insert Consultant/ Contractor); that (insert Consultant/
Contractor) has properly performed all work in accor dance with the C ontract 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 this project were taken from fully paid or
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: _______________

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 satisfactoril y
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

_____________________________________________________________________________________________
2000 14TH STREET, NW, 5TH FLOOR, WASHINGTON, D.C. 20009
FAX: (202) 671-0648

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 compens ation, all materials,
equipment, services, taxes, insurance premiums, and bonds (if required) 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: _______________

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 satisfactoril y
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]

E
xhibit L
Form of GMP Amendment

GUARANTEED MAXIMUM PRICE AMENDMENT
DESIGN-BUILD SERVICES
FOR
NEW FORT DAVIS COMMUNITY CENTER BUILDING
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 [DESIGN-BUILDER], (the
“Design-Builder”) pursuant to the Agreement, dated _, between the District of
Columbia government, by and through the Department and the Design-Builder, for a new building
for FORT DAVIS COMMUNITY CENTER and to establish a Guaranteed Maximum Price and
Contract Time for the Work as set forth below.
ARTICLE I 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"). Costs
which would cause the Guaranteed Maximum Price (as may be adjusted pursuant to the Contract
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 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 Maximum Cost of General Conditions, , as defined in the Agreement, in the amount
of [INSERT AMOUNT];
1.2.5 a Design Fee in the amount of [INSERT AMOUNT]; and
1.2.6 The Guaranteed Maximum Price is further broken down into line items and categories
on Exhibits attached hereto.

Section 1.3 Basis for the GMP. The GMP is for the performance of the Work in accordance

with the Contract Documents listed and attached to this Amendment and marked Exhibits
through , as follows:

1.3.1 Exhibit__: A list of drawings, specifications, addenda, general, supplementary, and
other conditions on which the Guaranteed Maximum Price is based.

1.3.2 Exhibit__: A list of unit prices and allowance items and a statement of their basis.

1.3.3 Exhibit__: 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 th at
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.

1.3.4 Exhibit__: 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.
1.3.5 Exhibit__: 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.

1.3.6 Exhibit__: A subcontracting plan setting forth the names and estimated dollar
volume of the work that will be perform by LSBDEs, as certified by the Department of Small and
Local Business Development (DSLBD), upon which the GMP is based.

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 % complete permit
set 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 Complete the Project. The Design Builder hereby acknowledges that the
GMP Basis 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 permit set documents. The GMP Basis 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
Documents. If the Department does not approve any such scope increase, the Design-Builder

shall cause the 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 for 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, transportation, loading and unloading and
installation, as determined by Design-Builder.
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, procurement, 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 intended results of the Contract 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 Documents are
complementary, and what is required by any one of the Contract Documents (including either a
Drawing or Specification) as being necessary to produce the intended results shall be binding and
required as a part of the Work as if required by all Contract Documents.
Section 2.2 Design -Builder’s Compliance with Contract 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 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 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 a t a later date at Design Builder's sole
expense, to achieve compliance with the more stringent requirements. Without 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 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 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 Documents, such consent, permission or approval shall, unless expressly
provided otherwise in this Agreement, be given or obtained, as applicable, in writing.

ARTICLE 3 [INTENTIONALLY OMITTED]
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
Design-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 Documents, but which is reasonably inferable from the
Contract 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.
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 subject 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-
22-CS-RFP-0005) 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:

[DESIGN-BUILDER]

By:

Name:

Its:

Date:

Exhibit M
Reserved

Close-out & FF&E.
A detailed list of FF&E requirements will be developed during t he
design & preconstruction phase.
Punchlist. Before the Substantial Completion Date, the Design-Builder
shall develop a punchlist. Once the punchlist is prepared, the Design-
Builder shall inspect the Work a long with representatives from the
Department. The punchlist shall be revised to reflect additiona l work
items that are discovered during such inspection. The Design-Bu ilder
shall correct all punchlist items no later than thirty (30) day s after
Substantial Completion is achieved.
Warranties & Manuals. Six months subsequent to the Substantial
Completion Date, the Design-Builder shall prepare and submit th e
following documentation: (i) a complete set of product manuals (“O&M”
or “Operation and Maintenance Manuals”), training videos, warra nties,
etc.; (ii) attic stock; (iii) an equipment schedule; (iv) a proposed schedule
of maintenance for the new building; (v) environmental, health and safety
documents for the new building; and (vi) all applicable inspect ion
certificates/permits (boiler, elevator, emergency evacuation plans, health
inspection, etc.) for the new building.
No later than thirty (30) days following the Substantial Completion Date,
the Design-Builder shall prepare and submit: (i) a complete set o f i t s
Project files; (ii) a set of reco rd drawings, including BIM mod el(s); and
(iii) the Design-Builder shall provide a maintenance and repair c o s t
services report, which includes conducting a 40-year life cycle c o s t
analysis, which includes a detailed list of replacement costs, maintenance
costs, an estimate of repair costs, anticipated energy costs, a nd a list of
other relevant life cycle costs.
Support for Initial Heating & Cooling Season. The Design-Builder and
its mechanical subcontractor shall provide support to the Clien t Agency
and the Department during system start-up and in initial operat ion
for the first heating and cooli ng season after Substantial Comp letion
is achieved.
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 Date.
The Design-Builder shall assist Client Agency in relocating FF&E and
Exhibit N
FF&E and Close-Out Deliverable – (FF&E will be provided at the time of (GMP)
other items as necessary within the renovated building, as well as for
cleaning and other move-in services as directed by the Departme nt.
The GMP shall include an allowanc e 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 o f
construction.

Eleven Month Walk. 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 Depa rtment
shall walk the Project to identify any necessary warranty work.

E
xhibit O
Subc
ontractor Performance Evaluation Form

GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
Page 1 of 2
Offeror Name: ________________________
Performance
Element Excellent* Good Acceptable Poor Unacceptable**
Quality of Services/
Work
Timeliness of
Performance
Cost
Control
Business
Relations
Customer
Satisfaction
1. Name of Evaluating Organization: ___________________________________________
2. Name & Title of Evaluator: ____________________________________________
3. Telephone Number of Evaluator: ______________________
4. E-mail address of Evaluator: ___________________________
5. Signature of Evaluator: _______________________________ Date: ___________
6. Describe type of service received: _______________________________________
7. Contract Number ______________________ Contract Amount ___________
8. Contract Period of Performance _____________________________
*Remarks on Excellent Performance: Provide data supporting this observation.
(Continue on separate sheet if needed)
** Remarks on Unacceptable Performance: Provide data supporting this observation.
(Continue on separate sheet if needed)
Solicitation Number: DCAM-23-CS-RFP-0037
DESIGN-BUILD SERVICES
FOR
NEW FORT DAVIS COMMUNITY CENTER BUILDING

GOVERNMENT OF THE DISTRICT OF COLUMBIA
DEPARTMENT OF GENERAL SERVICES
Page 2 of 2
RATING GUIDELINES
Summarize Contractor performance in each of the rating areas. Assign each area a rating of 0 (Unacceptable), 1 (Poor), 2
(Acceptable), 3 (Good), 4(Excellent), or ++ (Plus). Use the following instructions as guidance in making these evaluations.
Quality Timeless Business
Product/Service Cost Control of Performance Relations
-Compliance with -Within budget (over/ -Meet Interim milestones -Effective management
contract requirements under target costs) -Reliable -Businesslike correspondence
-Accuracy of reports -Current, accurate, and -Responsive to technical -Responsive to contract
-Appropriateness of complete billings directions requirements
personnel -Relationship of negated -Completed on time, -Prompt notification of contract
-Technical excellence costs to actual including wrap-up and problems
-Cost efficiencies -contract administration -Reasonable/cooperative
-Change order issue -No liquidated damages -Flexible
assessed -Pro-active
-effective contractor
recommended solutions
-Effective snail/small
disadvantaged business
Subcontracting program
0. Zero Nonconformances are comprises Cost issues are comprising Delays are comprising Response to inquiries, technical/
the achievement of contract performance of contract the achievement of contract service/administrative issues is
requirements, despite use of requirements. requirements, Despite use not effective and responsive.
Agency resources of Agency resources.
1, Unacceptable Nonconformances require major Cost issues require major Delays require major response to inquiries, technical/
Agency resources to ensure Agency resources to ensure Agency resources to ensure service/administrative issues is
achievement of contract achievement of contract achievement of contract marginally effective and
requirements. requirements. requirements. responsive.
2. Poor Nonconformance require minor Costs issues require minor Delays require minor Responses to inquiries, technical/
Agency resources to ensure Agency resources to ensure Agency resources to ensure service/administrative issues is
achievement of contract achievement of contract achievement of contract somewhat effective and
requirements. requirements. requirements. responsive.
3. Acceptable Nonconformances do not impact Cost issues do not impact Delays do not impact Responses to inquires, technical/
achievement of contract achievement of contract achievement of contract service/administrative issues is
requirements. requirements. requirements. usually effective and responsive.
4. Good There are no quality problems. There are no cost issues. There are not delays. Responses to inquiries, technical/
service/administrative issues is
effective and responsive,
5. Excellent The contractor has demonstrated an exceptional performance level in some or all of the above categories.

At-Risk Portion of Design-Build Fee
Award Fee Determination. The Design-Builder shall be entit led to the At-Risk Portion as
follows:
a) 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).
b)The Design-Builder shall be eligible to earn up to twenty-five percent (25%) of the Award Fee
Pool based on the overall level of quality of the Project as de livered (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”), whi ch 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. DPR Chief of Facilities or their designee
iii. DGS CCD representative
iv. DPR Facilities representative
Panelists 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:
0 points – the Design-Builder failed to meet the minimum requirements of the Project and/or
quality.
i. 1 point – the Design-Builder mar ginally met the minimum require ments of the
Project and/or quality with major deficiencies
ii. 2 points – The Design-Builder marginally met the minimum requir ements of the
Project and/or quality with minor deficiencies
iii. 3 points – The Design-Builder met the requirements of the Proje ct and/or quality
with minimal deficiencies
iv. 4 points – The Design-Builder met some requirements and/or quality and exceeded
others. There were no deficiencies.
v. 5 points – The Design-Builder exceeded most, if not all, the re quirements of the
Project and/or quality with no deficiencies.
If the Award Fee Evaluation Committee’s average score is 4 poin ts 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. Exa mple 1: The average score is 3.5
and the award fee is $200,000. The Design-Builder shall be entitled to $175,000. Example 2: The
Exhibit P
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 shal l evaluate the following for
their scoring:

i. Main entrance to building, both exterior and interior
ii. Playground, if included
iii. Playing Fields, if included
iv. Gymnasium, if included
v. Façade, not including windows
vi. Windows (exterior), including any framing
vii. Public space that was part of the Design-Builder’s scope
viii. Cafeteria/kitchen, if included
ix. Auditorium, if included
x. Commons area(s)
xi. Level of completeness of punch list
xii. Historic elements, if included
xiii. Plantings and landscaping
xiv. Interior finishes in hallways
xv. Interior finishes in programmable space
xvi. Interior finishes in offices/administrative spacess

Prior to being eligible for the Quality Incentive walk, all qua lity control and quality assurance
related deficiencies documented by the District shall be resolv ed and accepted as resolved by the
District.
c) If the Design-Builder achieves Substantial Completion of the Pr oject 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 DPR, the Department, delays resulting fro m the permitting or
zoning process, or an event of Force Majeure.

d) 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 Fee, the earned portions of the A w a r d F e e , t h e B a s e
Design-Build Fee and the Cost of General Conditions) is less th an 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 fin al 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 (1 03%) cost goal was caused
by DPR, the Department, delays resulting from the permitting or zoning process, or an
event of Force Majeure.
Exhibit Q
Reserved

Exhibit R
Living Wage Act

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, 2025 until June 30, 2025, the Living Wage rate is $17.50 per hour.
Effective July 1, 2025, the District’s Minimum Wage and Living Wage rates will increase to
$18.00 per hour.
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. 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 affiliate d 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 ye ars.

To file a claim, visit: Department of Employment Services, Office of Wage-Hour, 4058 Minnesota Avenue, NE, Suite 3600,
Washington, D.C. 20019; 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, 2025 until June 30, 2025, the Living Wage rate is $17.50
per hour.
Effective July 1, 2025, the District’s Minimum Wage and Living Wage rates
will increase to $18.00 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 or incidental
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 subject 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. Existing 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. 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;

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 Li censure 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 wag e, 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 complaint 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 required 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 S
Campaign Finance Reform Act Self-Certification Form

+
*
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CONTRACTOR SELF-CERTIFICATION
BusinessName*:BSC-CWC NEW FORT DAVIS JV LLC TaxID*:83-3317753
BusinessMailingAddress*:7545 WisconsinAve, Suite 900
SelectState/Region:Bethesda,MD PostalCode:_20814
Listthenameandtitleoftheindividualcompletingtheformonbehalfofthebusiness.
BusinessTitle*:BusinessUnit Leader
Name*; BaboucarrCham
Email*; Bcham@coakleywilliams.com

D.C.Law 22-250.CampaignFinanceReformAmendmentActof2018.| D.C.LawLibrary(decouncil.gov}

SinceNovember9,2022,hasthebusinessentityoranyofitsPrincipalsmadeapoliticalcontributiontoanyofthefollowing:(i)theMayor,(ii)anycandidateforMayor,(ii)anypoliticalcommitteeaffiliatedwiththeMayororacandidateforMayor,or(iv)anyconstituent-serviceprogramaffiliatedwiththeMayor?[yes(fo)
Ifyes,pleaseprovidethefollowinginformation(foreachcontribution):
Dateofcontribution:
Amountofcontribution:
Recipientofcontribution:

DidthebusinessentityholdanyDistrictcontractsatthetimethecontributionwasmadeorwithinone(1)yearpriortothedatethecontributionwasmade?Ifyes,pleaseprovideawarddateanddurationofthecontract(s)
SinceNovember9,2022,hasthebusinessentityoranyofitsPrincipalsmadeapoliticalcontributiontoanyofthefollowing:(i)theAttorneyGeneral,(ii)anycandidateforAttorneyGeneral,or(iii)anypoliticalcommitteeaffiliatedwiththeAttorneyGeneraloracandidateforAttomeyGeneral?[yesta]

Ifyes,providethefollowinginformation(foreachcontribution):
Dateofcontribution:
Amountofcontribution:
Recipientofcontribution:
DidthebusinessentityholdanyDistrictcontractsatthetimethecontributionwasmadeorwithinone(1)yearpriortothedatethecontributionwasmade?Ifyes,pleaseprovideawarddateanddurationofthecontract(s).

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SinceNovember9,2022,hasthebusinessentityoranyofitsPrincipalsmadeapoliticalcontributiontoanyof
thefollowing:(i)anyCouncilmember,(ii)anycandidateforCouncilmember,(iii)anypoliticalcommitteeaffiliatedwithaCouncilmemberoracandidateforCouncilmember,or(iv)anyconstituent-serviceprogramaffiliatedwithaCouncilmember?[yes]
Ifyes,providethefollowinginformation(foreachcontribution):
Dateofcontribution:
Amountofcontribution:
Recipientofcontribution:
DidthebusinessentityholdanyDistrictcontractsatthetimethecontributionwasmadeorwithinone(1)yearpriortothedatethecontributionwasmade?Ifyes,pleaseprovideawarddateanddurationofthecontract(s),
inedtobeinviolationofD.C.Official PriortothedateofthisCertificCode§1-1163.34a?[yesf9] nn,hasthebusinessentitybeendetem
Ifyes,pleaseexplainincludinganyresolution.
IsthebusinessentitycurrentlyinviolationofD.C,OfficialCode§1-1163.34a?[ye@@o)
Ifyes,pleaseexplainincludinganyresolution.
DoesthebusinessentitycertifythatitwillnotbeinviolationofD.C.OfficialCode§1-1163.34a?G/n0]
“Principal”—anyseniorofficerofa businessentity,includinganownerorco-owner,president,chiefexecutive
officer,chiefoperatingofficer,chieffinancialofficer,treasurer,member,partner,orsimilarpositionwhicheithersetsorisauthorizedtosetorotherwiseinfluencestheoverallstrategyofthebusinessentity,A deanofaneducationalinstitutionisnota“principal”withinthemeaningofthisdefinition.Apersonwhoseonlypositionatthebusinessentityisasaboardmemberisnota“principal”withinthemeaningofthisdefinition.

Providethenamesandtitlesofallthecompanyprincipals(useadditionalsheetsifrequired).
1, Lynn Sith Bennett 3. Terrence Caulfield
2.Greg Harraka 4. Stacy BenEzra Bell
Whoelsewillmodifythiscertificationforthebusiness?
Modifier1:

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5)MAINTAN Es DCSUSTAIN eT
Modifier2:
Checktocertifythattheinformationisaccurateandcomplete.*

Checktoacknowledgethatthebusinessmustalwayskeeptheserecordsupdated”
Checktocertifythatthebusinessentitycurrentlyisnotandwillnotbeinviolationofthe
CampaignFinanceReformAmendmentActof2018*

OnbehalfoftheContractor:
= 6/5/2025
Name& Signature Date
Swomtothisbeforeme this“dayof \J-//L2 20.90
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SHERRIMCARSONNotaryPublic-StateofMaryland‘AnneArundelCountyMyCommissionExpiresNov3,2025

\vo04/09.12.2024
Exhibit T
First Source Employment Agreement and
Plan

GOVERNMENT OF THE DISTRICT OF COLUMBIA
Department of Employment Services
kk
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=
MurieLBowser Dr.UNIQUEMorRis-HUGHES
Mayor DiREcTOR
April9,2024
FarzanaBalooch
ContractSpecialistThe Departmentof GeneralServices
3924 Minnesota Avenue, NE
Washington,DC 20019
Re:

irstSourceEmploymentAgreement
Dear Ms. Balooch:
EnclosedisyourcopyofthesignedFirstSourceEmploymentAgreementbetweentheD.C.Department
ofEmploymentServices(DOES)andBSC-CWCNewFort DavisSVLLCDeveloperU1,General
Contractor&2orSubcontractor0. UnderthetermsoftheAgreement,youarerequiredtouseDOESasthefirstsourcetofillallnewjobscreatedasaresultofProject:NewFortDavisCommunityCenter

‘YoumustregisterandpostyourjobvacanciestotheDepartmentofEmploymentServices’VirtualOne-
Stop(VOS)atwww.denetworks.org.
Inaddition,youarerequiredtohavethefollowingpercentageofhoursworkedbyDistrictresidents:20%ofjourneyworkerhours;60%ofapprenticehours;51%ofskilledlaborerhours;and70%ofcommonlaborerhours.Further,DistrictresidentsregisteredinprogramsapprovedbytheDistrictofColumbiaApprenticeshipCouncilshallwork35%ofallapprenticeshiphoursworkedinconnectionwiththeProjector60%whereapplicable.
Reminder:AllGeneralContractorsmustinvitetheirsubcontractorsthataresubjecttotheFirstSourceEmploymentAgreementrequirements,tojointheprojectusingtheFirstSourceOnlineRegistration&ReportingSystem(FORRS),websitehttp://firstsource.dc.gov.Additionally,contractorsarerequiredtoreporthoursworkedpercentagesthroughoutthedurationofyourcontract.ContactthemonitorlistedbelowregardingLCPTrackersubmission.
Ifyouhaveanyquestionsorneedadditionalinformation,pleasecontactDeCarloWashington,(202)698-5772,decarlo.washington@de.gov
Sincerely,by J.
DanielKing. %AssociateDirectorOfficeofFirstSourceCompliance

Enclosure
4058MinnesotaAve,N.E.+Suite$000*Washington,D.C.20019+Office:

x kk xk *
a azGOVERNMENTOFTHEDISTRICTOFCOLUMBIA— FIRSTSOURCEEMPLOYMENTAGREEMENTFOR —‘CONSTRUCTIONPROJECTSONLY
GOVERNMENT-ASSISTEDPROJECT/CONTRACTINFORMATIONCONTRACT/SOLICITATIONNUMBER:oss OwenvrsDISTRICTCONTRACTINGAGENCY:DC DepartmentofGeneralServicesCONTRACTING— OFFICER:__ SsttewrTELEPHONE NUMBER: 202-359-3362
TOTALCONTRACTAMOUNT:$27,500,00000,
THISSECTIONTO BECOMPLETED BY THE BENEFICIARYONLY:TOTALGOVERNMENTASSISTEDFUNDEDAMOUNT:#7250001 DATESEICONTRACTCGRANT LOAN OTAX ABATEMENTOR EXEMPTION LANDTRANSFER:CLLANDDISPOSITIONANDDEVELOPMENTAGREEMENTUITAXINCREMENTFINANCINGANY ADDITIONALLEGISLATION,IFYES.

D.C.CODE#GENERAL_ CONTRACTORWILLMEETTHEHIRINGORHOURSWORKEDPERCENTAGESREQUIREMENTSFOR ENTIREPROJECT[] OR PEREACH SUBCONTRACTOR[+]

PROJECTNAME;SutasaeconotsPororacommryonmr
PROJECTADDRESS:sno 6

CITY:ses STATE:= ZIPCODE:==PROJECTSTARTDATE:“=e PROJECTENDDATE:sessEMPLOYERSTARTDATE.“ EMPLOYEREND DATE:=
EMPLOYER INFORMATIONEMPLOYERNAME:€200ncneefonouiviteEMPLOYERADDRESS:@tiweownonto

CITY:anew STATE:= ZIPCODE:=‘TELEPHONENUMBER:22% FEDERALIDENTIFICATIONNO.:2927257CONTACT PERSON:|==TITLE:Member
E-MAI TELEPHONE NUMBER: =o

CERTIFIEDBUSINESSENTERPRISESCERTIFICATIONNUMBER:‘sovsrorzo2
D.C.|APPRENTICESHIPCOUNCILREGISTRATIONNUMBER: .AREYOU A SUBCONTRACTOR []YES[¥] NO IFYES,NAME OFPRIMECONTRACTOR:

FirstSoureeEmploymentAgreement(Agreement),inaccordancewithWorkforceIntermediaryEstablishmentandReformoftheFirstSourceAmendmentActof2011(D.C.OfficialCode§§2-219.012.219.08),andrelevantprovisionsoftheApprenticeshipRequirementsAmendmentActof2004(D.C.OfficialCode§2-219.03and§32-1431)isarequiredagreementbetweentheDistrictofColumbiaDepartmentofEmploymentServices(DOES)andEMPLOYER.
EMPLOYER,whichincludestheBeneficiaryandallcontractorsandsubcontractors,isworkingonacontractorprojectthathasreceived:
1 DC. Governmentassistancevaluedbetween$300,000and$5milliondollars,requiredtomakea
goodfaithefforttoensurethat51% ofallnewhiresareDistrictresidents.(D.C.OfficialCode§ 2-
219(6)(1)(A))

D.C.Governmentassistancevaluedat$5millionormore,requiredtohavethefollowingpercentageofhoursworkedineachclassificationbyDCresidents;20%ofjourneyworkerhours;60%ofapprenticehours;51%ofskilledlaborerhours;70%ofcommonlaborerhoursforalljobscreatedbytheProject.(D.C.OfficialCode§2-219.03(1A)(A))
Page1of11 PstSourceEmploymentAgreement,RevisedFebrary15,2018,
DOESjsthefirstsourceforrecruitment,referral,andplacementofnewhiresoremployeesforalljobscreatedbytheGovernmentAssistedProjectorContract(Project)
‘ThePartiesagreetothetermsandconditionsoftheAgreementasfollows:
1, DEFINITIONS
‘ThefollowingdefinitionsshallgovernthetermsusedinthisAgreement.‘A.Apprenticemeansaworkerwhoisemployedtolearnanapprenticeableoccupationunderthetermsandconditionsofapprovedapprenticeshipstandards.
B. Beneficiarymeans:
1. Thesignatorytoa contractexecutedby theMayorwhichinvolvesanyDistrictof
Columbia government funds,or funds which, in accordance with a federalgrant or
otherwise,the Districtgovernment administers and which detailsthe number and
descriptionofalljobscreatedbya governmentaassistedProjectforwhichthebeneficiaryisrequiredtousetheFirstSourceRegister;

2. A recipientofa Districtgovernmenteconomicdevelopmentactionincludingcontracts,grants,loans,taxabatements,landtransfersforredevelopment,ortaxincrementfinancingthatresultsinafinancialbenefitof$300,000ormorefromanagency,commission,instrumentality,orotherentityoftheDistrictgovernment,includingafinancialorbankinginstitutionwhichservesastherepositoryfor$1millionormoreofDistrictofColumbiafunds.
C. ContractingAgencymeansanyDistrictofColumbiaagencythatawardedagovernmentassistedProjecttotaling$300,000ormore.
D. Directlaborcostsmeansallcosts,includingwagesandbenefits,associatedwiththehiringandemploymentofpersonnelassignedtoaprocessinwhichpayrollexpensesaretracedtotheunitsofoutputandareincludedinthecostofgoodssold.

E, EMPLOYER meansanyentityawardedagovernmentassistedProjecttotaling$300,000ormore,includingallindividualcontractorandsubcontractorentitiesatanytierwhoworkontheProject.
F.FirstSourceEmployerPortalisawebsiteconsistingofa connectedgroupofstaticanddynamicwebpageswiththeabilityforEmployerstoenterdatausingtheinternet,ThewebsiteisaccessiblebyaUniformResourceLocator(URL)andismaintainedbyDOES.ThewebsiteprovidesreportinginformationtoFirstSourceEMPLOYERS.

G. FirstSourceRegistermeanstheDOES AutomatedApplicantFiles,whichconsistsofthe
namesofDC residentsregisteredwithDOES.
H. GoodfaitheffortmeansanEMPLOYERhasexhaustedallreasonablemeanstocomplywithanyaffirmativeaction,hiring,orcontractualgoal(s)pursuanttotheFirstSourcelawand‘Agreement.
1. Government-assistedprojectorcontract(Project)meansanyconstructionornon-constructionProjectthatreceivesfundsorresources,valuedat$300,000ormore,fromtheistrictofColumbia,orfundsorresourceswhich,inaccordancewitha federalgrantorotherwise,theDistrictofColumbiagovernmentadministers,includingcontracts,grants,loans,taxabatementsorexemptions,landtransfers,landdispositionanddevelopmentagreements,taxincrementfinancing,oranycombinationoftheaforementioned.
Page2of11 FitSourceEmploymentAgreement,RevisedFebrar15,2018

L HardtoemploymeansaDistrictofColumbiaresidentwhoisconfirmedbyDOESas:
1.Anex-offenderwhohasbeenreleasedfromprisonwithinthelast10years;2. AparticipantoftheTemporaryAssistanceforNeedyFamiliesprogram;3.A participantoftheSupplementalNutritionAssistanceProgram;4. LivingwithapermanentdisabilityverifiedbytheSocialSecurityAdministrationorDistrictvocationalrehabilitationprogram;5. Unemployedfor6monthsormoreinthelast12-monthperiod;6. Homeless;7. A participantorgraduateoftheTransitionalEmploymentProgramestablishedby§331;oF
8.AnindividualwhoqualifiedforinclusionintheWorkOpportunityTaxCreditProgramascertifiedbytheDepartmentofEmploymentServices.

Indirectlaborcostsmeansallcosts,includingwagesandbenefits,thatarepartofoperatingexpensesandareassociatedwiththehiringandemploymentofpersonnelassignedtotasksotherthanproducingproducts.

Jobsmeansanyunionandnon-unionmanagerial,non-managerial,professional,nonprofessional,technicalornontechnicalpositionincluding:clericalandsalesoccupations,serviceoccupations,processingoccupations,machinetradeoccupations,benchwork‘occupations,structuralworkoccupations,agricultural,fishery,forestry,andrelated‘occupations,andanyotheroccupationsastheDepartmentofEmploymentServicesmay
identifyintheDictionaryofOccupationalTitles,UnitedStatesDepartmentof Labor.
NewHire:Individual(s)newlyhiredbytheEMPLOYERtoperformworkonagovernmentassistedProject.

‘Transfer:ExistingEMPLOYERemployeewhohasbeenmovedfromoneProjecttoanotherProject.
Journeymanmeansa workerwho hasattaineda levelofskill,abilitiesandcompetencies
recognizedwithinanindustryashavingmasteredtheskillsandcompetenciesrequiredforthe‘occupation.
RevisedEmploymentPlanmeansadocumentpreparedandsubmittedbytheEMPLOYER
thatincludesthefollowing:
1.A projectionofthetotalnumberofhourstobeworkedontheProjectbytrade;
2.A projectionofthetotalnumberofjourneyworkerhours,bytrade,tobeworkedontheProjectandthetotalnumberofjourneyworkerhours,bytrade,tobeworkedbyDCresidents;
3. A projectionofthetotalnumberofapprenticehours,bytrade,tobeworkedontheProjectandthetotalnumberofapprenticehours,bytrade,tobeworkedbyDC
residents;
4. A projectionofthetotalnumberofskilledlaborerhours,bytrade,tobeworkedon
theProjectandthetotalnumberofskilledlaborerhours,bytrade,tobeworkedby
DC residents;
5.A projectionofthetotalnumberofcommonlaborerhourstobeworkedonthePage3of11 FlatSourceEmploymenAgreement,RevisedFebruary15,2018
10.
14,
ProjectandthetotalnumberofcommonlaborerhourstobeworkedbyDC residents;
A timetableoutliningthetotalhoursworkedbytradeoverthelifeoftheProjectand
anassociatedhiringschedule;

Descriptionsoftheskillrequirementsbyjobtitleorposition,includingindustry-recognizedcertificationsrequiredforthedifferentpositions;
A strategytofillthehoursrequiredtobeworkedbyDC residentspursuanttothisparagraph,includinga componenton communicatingtheserequirementstocontractorsandsubcontractorsandacomponentonpotentialcommunityoutreachpartnershipswiththeUniversityoftheDistrictofColumbia,theUniversityoftheDistrictofColumbiaCommunityCollege,theDepartmentofEmploymentServices,JointlyFundedApprenticeshipPrograms,theDistrictofColumbiaWorkforceIntermediary,or othergovernment-approved,community-basedjobtrainingproviders;
‘Aremediationstrategytoameliorateanyproblemsassociatedwithmeetingthesehiringrequirements,includinganyproblemsencounteredwithcontractorsandsubcontractors;
‘ThedesignationofaseniorofficialfromtheEMPLOYER(S)orgeneralcontractorwhowillberesponsibleforimplementingthehiringandreportingrequirements,
DescriptionsofthehealthandretirementbenefitsthatwillbeprovidedtoDCresidentsworkingontheProject;
AAstrategytoensurethatDistrictresidentswhoworkontheProjectreceiveongoing‘employmentandtrainingopportunitiesaftertheycompleteworkonthejobforwhichtheywereinitiallyhiredandareviewofpastpracticesincontinuingtoemployDCresidentsfromoneProjecttothenext;

A strategyto hire graduates of Districtof Columbia Public Schools, Districtof
Columbiapubliccharterschools,andcommunity-basedjobtrainingproviders,andhard-to-employresidents;and
A disclosureofpastcompliancewiththeWorkforceActandtheDavis-BaconAct,where applicable,and the bidderor offeror’sgeneralDC residenthiringpracticeson
projectsorcontractscompletedwithinthelast2years.
Q.TierSubcontractormeansanysubcontractorselectedbytheprimarycontractortoperformportion(s)orallworkrelatedtothetradeoroccupationarea(s)onaProjectsubjecttothisFirstSourceAgreement.
R.WashingtonMetropolitanStatisticalAreameanstheDistrictofColumbia;VirginiaCitiesof Alexandria, Fairfax,Falls Church, Fredericksburg,Manassas, and Manassas Park; the
VirginiaCountiesof Arlington,Clarke,Fairfax,Fauquier,Loudon,PrinceWilliam,
Spotsylvania,Stafford,andWarren;theMarylandCountiesofCalvert,Charles,Frederick,MontgomeryandPrinceGeorges;andtheWestVirginiaCountyofJefferson.
S. WorkforceIntermediaryPilotProgrammeanstheintermediarybetweenemployersandtrainingproviderstoprovideemployerswithqualifiedDC residentjobapplicants.SeeDCOfficialCode§2-219.04b.
Page4 of 11 FistSourceEmploymentAgreementRevisedFebmry15,2018
GENERAL TERMS
..Subjecttothetermsandconditionssetforthherein,DOESwillreceivetheAgreementfrom
theContractingAgencynolessthan7calendardaysinadvanceoftheProjectstartdate.NoworkassociatedwiththerelevantProjectcanbeginuntiltheAgreementhasbeenacceptedbyDOES.
|.TheBeneficiaryand/orEMPLOYERshallrequireallProjectcontractorsandsubcontractors,underaProjectreceivinggovernmentassistanceorbenefitsvaluedat$300,000ormore,toenterintoanAgreementwithDOES.
. Agreementwilltakeaffectoncebeneficiary/Employerawardedcontractandstartworkon thegovernmentassistedProjectandnoworkcanbeginpriortoexecutionoftheAgreementandwillbefullyeffectivethroughtheduration,anyextensionormodificationsoftheProject,anduntilsuchtimeasconstructioniscompleteandacertificateofoccupancyisissued.
. Ifan EMPLOYER beganworkpriortotheexecutionofa FirstSourceEmployment
Agreement,theEMPLOYERshallceaseworkontheProjectandsigna FirstSourceEmploymentAgreementtobeboundbytheapplicableFirstSourceEmploymentAgreementrequirements,retroactively,fromthestartofworkthroughoutthedurationofthecontract.
. DOES willproviderecruitment,referral,andplacementservicestotheEMPLOYER,subject
tothelimitationsinthisAgreement.
DOES andtheEMPLOYER agreethat,forpurposesofthisAgrecment,newhiresandjobs
createdfortheProject(bothunionandnonunion)includeallofEMPLOYER'Sjobopenings‘andvacanciesintheWashingtonMetropolitanStatisticalAreacreatedfortheProjectasaresultofinternalpromotions,terminations,andexpansionsoftheEMPLOYER'Sworkforce,asa resultofthis Project.
|.ThisAgreementincludesapprenticesasdefinedinD.C.OfficialCode§§32-1401-1431.
DOESwillmakeeveryefforttoworkwithinthetermsofallcollectivebargainingagreementstowhichtheEMPLOYERisaparty.TheEMPLOYERwillprovideDOESwithwrittendocumentationthattheEMPLOYERhasprovidedtherepresentativeofanycollectivebargainingunitinvolvedwiththisProjectacopyofthisAgreementandhasrequestedcommentsorobjections.Iftherepresentativehasanycommentsorobjections,theEMPLOYER willpromptlyprovidethemtoDOES.
TheEMPLOYERwhocontractswiththeDistrictofColumbiagovernmenttoperformconstruction,renovationwork,orinformationtechnologyworkwithasinglecontract,orcumulativecontracts,ofatleast$500,000,withina 12-monthperiodwillberequiredtoregisteranapprenticeshipprogramwiththeDistrictofColumbiaApprenticeshipCouncilasrequiredbyDCCode32-1431.
If,during the term of thisAgreement, the EMPLOYER should transferpossessionof all or a
portionofitsbusinessconcernsaffectedbythisAgreementtoanyotherpartybylease,sale,
assignment,merger,orotherwisethisFirstSourceAgreementshallremaininfullforceandeffectandtransfereeshallremainsubjecttoallprovisionsherein.Inaddition,theEMPLOYER as a conditionof transfershall:
1,NotifythepartytakingpossessionoftheexistenceofthisEMPLOYER'SFirstSourceEmploymentAgreement.
2.NotifyDOESwithin7businessdaysofthetransfer.Thisnoticewillincludethe
PageSof11 FistSeuceEmploymentAreeentRensedFebery15,2018
nameofthepartytakingpossessionandthenameandtelephoneofthatparty'srepresentative.
1 TheEMPLOYERandDOESmaymutuallyagreetomodifythisAgreement.Anymodificationshallbeinwriting,signedbytheEMPLOYERandDOESandattachedtotheoriginalAgreement.
J.TotheextentthatthisAgreementisinconflictwithanyfederallaborlawsorgovernmentalregulations,thefederallawsorregulationsshallprevail.
I, TRAINING
A. DOESandtheEMPLOYERmayagreetodevelopskillstrainingandon-the-jobtrainingprogramsasapprovedbyDOES;thetrainingspecificationsandcostforsuchtrainingwillbemutuallyagreeduponbytheEMPLOYERandDOESandwillbesetforthinaseparateTrainingAgreement.
IV. RECRUITMENT
‘A.TheEMPLOYER shallcompletetheattachedRevisedEmploymentPlanthatwillincludethe
informationoutlinedinSectionLP.
B. TheEMPLOYERshallregisterandpostalljobvacancieswiththeJobBankServicesofDOESatwww.denetworks.orgaminimumof10days.Shouldyouneedassistancepostingjobvacancies,pleasecontactJobBankServicesat(202)698-6001.
C. TheEMPLOYERshallnotifyDOESofallnewjobscreatedfortheProjectwithinatleast7businessdays(Monday-Friday)oftheEMPLOYERS’identification/creationofthenewjobs.TheNoticeofNewJobCreationshallincludethenumberofemployeesneededbyjobtitle,qualificationsandspecificskillsrequiredtoperformthejob,hiringdate,rateofpay,hoursofwork,durationofemployment,andadescriptionoftheworktobeperformed.Thismustbedonebeforeusinganyotherreferralsource.
D.JobopeningstobefilledbyinternalpromotionfromtheEMPLOYER'ScurrentworkforceshallbereportedtoDOESforplacementandreferral,ifthejobisnewlycreated.EMPLOYERshallprovideDOESa NoticeofNewJobCreationthatdetailssuchpromotionsinaccordancewithSectionIV.C.
E,TheEMPLOYERwillsubmittoDOES,priortocommencingworkontheProject,alistofCurrentEmployeesthatincludesthename,socialsecuritynumber,andresidencystatusofallcurrentemployees,includingapprentices,trainees,andlaid-offworkerswhowillbeemployed‘ontheProject.AllEMPLOYERinformationreviewedorgathered,includingsocialsecurity‘numbers,asaresultofDOES”monitoringandenforcementactivitieswillbeheldconfidentialinaccordancewithallDistrictandfederalconfidentialityandprivacylawsandusedonlyforthepurposesthatitwasreviewedorgathered.

V. REFERRAL
A. DOESwillscreenapplicantsthroughcarefullyplannedrecruitmentandtrainingeventsandprovidetheEMPLOYERwitha listofqualifiedapplicantsaccordingtothenumberofemployeesneededbyjobtitle,qualificationsandspecificskillsrequiredtoperformthejob,hiringdate,rateofpay,hoursofwork,durationofemployment,andadescriptionoftheworktobeperformedassuppliedbytheEMPLOYERinitsNoticeofNewJobCreationsetforthaboveinSectionIV.C.
Page6of11 PistSoureEmploymentAgreementRevisedFebruary15,2018
vi.
vu.
B. DOESwillnotifytheEMPLOYERofthenumberofapplicantsDOESwillrefer,priortotheanticipatedhiringdates.
PLACEMENT
‘A.EMPLOYERshallingoodfaith,usereasonableeffortstoselectitsnewhiresoremployeesfromamongthequalifiedapplicantsreferredbyDOES.AllhiringdecisionsaremadebytheEMPLOYER.
B. IntheeventthatDOESisunabletoreferqualifiedapplicantsmeetingtheEMPLOYER'Sestablishedqualifications,within7 businessdays(Monday- Friday)fromthedateofnotificationfromtheEMPLOYER,theEMPLOYERwillbefreetodirectlyfillremainingpositionsforwhichnoqualifiedapplicantshavebeenreferred,However,theEMPLOYERshallstillberequiredtomeettheFirstSourcehiringrequirementsorhoursworkedpercentagesforalljobscreatedbytheProject.
C.AftertheEMPLOYERhasselecteditsemployees,DOESisnotresponsiblefortheemployees’actionsandtheEMPLOYERherebyreleasesDOES,andtheGovernmentoftheDistrictofColumbia,theDistrictofColumbiaMunicipalCorporation,andtheofficersandemployeesoftheDistrictofColumbiafromanyliabilityforemployees’actions.
REPORTINGREQUIREMENTS
‘A.EMPLOYERwithasinglecontractvaluedat$300,000ormoreonaProjectthatreceivedgovernmentassistancetotalingbetween$300,000and$5,000,000,aprovisionthatatleast51%ofthenewemployeeshiredtoworkontheProjectshallbeDistrictresidents.
B. EMPLOYER shallregisterintheFirstSourceOnlineRegistrationandReportingSystemfor
electronicsubmissionofallmonthlyContractCompliancedata,weeklycertifiedpayrollsandanyotherdocumentsrequiredbyDOESforreportingandmonitoring.
C.EMPLOYERshallsubmittotheDepartmentofEmploymentServiceseachmonthfollowingthestartoftheProjectahiringcompliancereportfortheProjectthatincludesthe:
‘Numberofnewjobopeningscreated/available;NumberofnewjobopeningslistedwithDOES,oranyotherDistrictAgency;NumberofDCresidentshiredfornewjobs;
NumberofemployeestransferredtotheProject
Number of DC residentstransferredto the Project
Directorindirectlaborcostassociatedwiththeproject;Eachemployee’sname,jobtitle,socialsecuritynumber,hiredate,residence,andreferralsource;and8.Workforcestatisticsthroughouttheentireprojecttenure.

D. EMPLOYER with a singlecontractvalued at $300,000 or more on a Projectthatreceived
government cetotaling$5millionormoreshallmeetthefollowinghoursworkedpercentagesfe bscreatedbytheProject:1.Atleast20%ofjourneyworkerhoursbytradeshallbeperformedbyDCreside2.Atleast60%ofapprenticehoursbytradeshallbeperformedbyDCresidents;3.Atleast51%oftheskilledlaborerhoursbytradeshallbeperformedbyDCresidents;and4,Atleast70%ofcommonlaborerhoursshallbeperformedbyDCresidents.

Page7 ofL1 FiatSourceEmplymentégreementReviedFebrary18.2018,
E.EMPLOYERSshallprovidethefollowingcumulativestatistics,thatwillbeusedtocreatethemonthlyreport,byuploadingcertifiedpayrollsorpayrolldataintotheLCPtrackerreportingsystem:
NumberofjourneyworkerhoursworkedbyDCresidentsbytrade;Numberof hoursworkedbyalljourneyworkersbytrade;
NumberofapprenticehoursworkedbyDCresidentsbytrade;Numberofhoursworkedbyallapprenticesbytrade;NumberofskilledlaborerworkerhoursworkedbyDC residentsbytrade;
Number of hours worked by allskilledlaborersby trade;
NumberofcommonlaborerhoursworkedbyDCresidentsbytrade;and.‘Numberofhoursworkedbyallcommonlaborersbytrade.

SIAR eeN
F,EMPLOYERmay“doublecount”hoursforthe“hardtoemploy”upto15%oftotalhoursworkedbyDC Residents;however,acollectivebargainingagreementshallnotbeabasisforwaiverofthisrequirement,
G. ForconstructionProjectsthatarenotsubjecttoDavis-Baconlawinwhichcertifiedpayroll
recordsdonotexist,EMPLOYER shallsubmitmonthlydocumentsofworkersemployedon
theProjecttoDOES,includingDC residentsandallemploymentclassificationsofhours
worked.
H. EMPLOYERmay alsoberequiredtoprovideverificationofhoursworkedorhiringpercentagesofDC residents,suchasinternalpayrollrecordsforconstructionProjectsthatarenotsubjecttoDavis-Bacon.
1.Monthly,EMPLOYERshallsubmitweeklycertifiedpayrollsfromallsubcontractorsatanytierworkingontheProjecttotheContractingAgency.EMPLOYERisalsorequiredtomakepayrollrecordsavailabletoDOESasapartofcompliancemonitoring,uponrequestatjobsites.
Vill.FINALREPORT AND GOOD FAITHEFFORTS
‘A.WiththesubmissionofthefinalrequestforpaymentfromtheContractingAgency,the Beneficiaryand/or EMPLOYER shall:
1.ReporttoDOESitscompliancewiththehiringorhoursworkedpercentagerequirementsforalljobscreatedbytheProject,andreportthehoursthatDCresidentsworkedforeachtradeclassificationsineachareaoftheProject;or
2. SubmittoDOESarequestforawaiverofthehiringorhoursworkedpercentagerequirementsforalljobscreatedbytheProjectthatwillincludethefollowingdocumentation:a, DocumentationsupportingEMPLOYER'Sgoodfaithefforttocomply;b.ReferralsprovidedbyDOESandotherreferralsources;and©. AdvertisementofjobopeningslistedwithDOESandotherreferralsources.
B.DOESmaywaiveorpartiallywaivethehiringorhoursworkedpercentagerequirementsforjobscreatedbytheProject,and/ortherequiredhoursofDC residentsforeachtradeclassifications,ifDOESfindsthattheBeneficiaryorEMPLOYER,includingitscontractorsor subcontractors:

1.DOES certifiedthatBeneficiaryorEmployerdemonstrateda goodfaithefforttocomply,assetforthinSectionVIII.C.;or
Page8of11 AlutSeurceEmploymentAgreementReedFebruary15,2018,
2.IslocatedoutsidetheWashingtonMetropolitanStatisticalArea,andnoneofthecontractworkisperformedinsidetheWashingtonMetropolitanStatisticalArca;
3.Thebeneficiarypublishedeachjobopeningorpart-timeworkneededfor7calendardaysinaDistrictnewspaperofcity-widecirculation;and

4.TheDOEScertifiedthatthereareinsufficienteligibleapplicantsfromtheFirstSourceRegisterthatpossesstheskillsrequiredbythepositions,ortheeligibleapplicantsarenotlableforpart-timeworkordonothaveameanstotraveltotheonsitejobs;or

5.Beneficiary/Employerenteredintoa specialworkforcedevelopmenttrainingorplacementarrangementwithDOES orwiththeDistrictofColumbiaWorkforceIntermediary.

C. DOES shallconsiderdocumentationofthefollowingwhenmakinga determinationofa
‘g004-faithefforttocomply:
1. DOES has certifiedthatthereare insufficientnumber of Districtresidentsin the labor
marketpossessingtheskillsrequiredbytheEMPLOYERforthepositionscreatedas,aresultoftheProject.
2. WhethertheEMPLOYERpostedthejobsontheDOESjobwebsiteforaminimumof10calendardays;
3. WhethertheEMPLOYERadvertisedcachjobopeninginaDistrictnewspaperwithcity-widecirculationforaminimumof7 calendardays;
4, WhethertheEMPLOYERadvertisedeachjobopeninginspecialinterestpublicationsandonspecialinterestmediaforaminimumof7 calendardays;
5. WhethertheEMPLOYERhostedinformational/recruitingorhiringfairs;
6. WhethertheEMPLOYERcontactedchurches,unions,and/oradditionalWorkforceDevelopmentOrganizations;
7.WhethertheEMPLOYERinterviewedemployablecandidates;
8, WhethertheEMPLOYERcreatedorparticipatedina workforcedevelopmentprogramapprovedbyDOES;
9,WhethertheEMPLOYERcreatedorparticipatedina workforcedevelopmentprogramapprovedbytheDistrictofColumbiaWorkforceIntermediary;
10.WhethertheEMPLOYERsubstantiallycompliedwiththerelevantmonthlyreportingrequirementssetforthinthissection;
11,WhethertheEMPLOYERhassubmittedandsubstantiallycompliedwithitsmostrecentemploymentplanthathasbeenapprovedbyDOES;and

12.Anyadditionaldocumentedefforts.
Page9of11 FlatSourceEmploymenAgreementRevisedFebruary15,2018
IX,
x.
MONITORING
A. DOES istheDistrictagencyauthorizedtomonitorandenforcetherequirementsofthe
WorkforceIntermediaryEstablishmentandReformoftheFirstSourceAmendmentActof2011(D.C.OfficialCode§§2 219.01~2.219.05),andrelevantprovisionsoftheApprenticeshipRequirementsAmendmentActof2004(D.C.OfficialCode§2-219.03and § 32-1431). As a part of monitoring and enforcement, DOES may require and
EMPLOYERshallgrantaccesstoProjectsites,employees,anddocuments.
B. EMPLOYER'SnoncompliancewiththeprovisionsofthisAgreementmayresultintheimpositionofpenalties.
C.AllEMPLOYERinformationreviewedorgathered,includingsocialsecuritynumbers,asaresultofDOES’monitoringandenforcementactivitieswillbeheldconfidentialinaccordance with allDistrictand federalconfidentialityand privacylaws and used only forthe
purposesthatitwasreviewedorgathered.
D. DOESshallmo:

FallProjectsasauthorizedbylaw.DOESwill:
1. Review all contract controls to determine if the Beneficiary or EMPLOYER,
includinganyContractorsorSubcontractors,aresubjecttotheWorkforceIntermediaryEstablishmentandReformoftheFirstSourceAmendmentActof2011.
2. Notifystakeholdersandcompanyofficialsandestablishmectingstoprovide
technicalassistanceinvolvingtheFirstSourceProcess.
3. Make regularconstructionsitevisitsto determine if the Prime or Subcontractors’
concurrencewiththesubmittedAgreementandMonthlyCompliance

4, Inspectandcopycertifiedpayroll,personnelrecordsandanyotherrecordsorinformationnecessarytoensuretherequiredworkforceutilizationisincompliancewiththeFirstSourceLaw.
5.ConductdeskreviewsofMonthlyComplianceReports.
6. Educate EMPLOYERS about additionalservicesofferedby DOES, such as On-the-
JobtrainingprogramsandtaxincentivesforEMPLOYERSwhohirefromcertaincategories.
7. Monitorandcompletestatisticalreportsthatidentifytheoverallproject,contractor,andsubcontractors’hiringorhoursworkedpercentages.
8, Provideformalnotificationofnon-compliancewiththerequiredhiringorhoursworkedpercentages,oranyallegedbreachoftheFirstSourceLawtoallcontractingagencies,andstakeholders.(Pleasenote:EMPLOYERSaregranted30daysto
correctanyallegeddeficienciesstatedinthenotification.)
PENALTIES
‘A.WillfulBreachoftheAgreementbytheEMPLOYER,failuretosubmitthecontractcompliancereports,deliberatesubmissionoffalsifieddatamayresultinDOESimposingafineof5%ofthetotalamountofthedirectandindirectlaborcostsoftheProject,inadditiontootherpenaltiesprovidedbylaw.FailuretomeettherequiredhiringrequirementsorfailuretoreceivegoodfaithwaivermayresultintheDepartmentofEmploymentServices
Page10of11 FistSourceEmploymentAgreementRevisedFebrary18.2018
imposinga penaltyequalto1/8of1%ofthetotalamountofthedirectandindirectlaborcostsoftheProjectforeachpercentagebywhichthebeneficiaryfailstomeetthehiringrequirements.
B.EMPLOYERSwhohavebeenfoundinviolation2timesormoreovera10yearperiodmaybedebarredand/ordeemedineligibleforconsiderationforProjectsforaperiodofSyears.
C.Within90daysofaDeterminationofa Penalty,theBeneficiaryorEmployermayappealtheviolationsorfinesbyfilingacomplaintwiththeContractAppealsBoardinaccordancewithD.C.Code§2-360.03and§2-360.04.
TherebycertifythatIhavetheauthoritytobindtheEMPLOYERtothisAgreementfromthestartofworkontheProject,throughoutthedurationoftheProject,andagreetoalltermsandconditionsherein.

By:
BaboucarrCham 414124
EMPLOYERSeniorOfficial(Print) Date
BaboucarrCham23
EMPLOYER Senior Official (Signature)
BSC-CWCNewFortDavisJVLLC
‘NameofCompany
4910MassachusettsAve,ste214
Washington,DC 20016
Address
202-332-1125
Telephone
bcham@coakleywilliams.com
Email
fia) 04/202‘SignatureDepartmentof EngphoymentServices Date
Page11of11 PistSourceEmploymentAgreementRenuedFebary15.2018
kk
——— GOVERNMENTOFTHEDISTRICTOFCOLUMBIA
1
*
*
REVISED EMPLOYMENT PLAN
REVISED FIRSTSOURCE EMPLOYMENT PLAN
GOVERNMENT-ASSISTED PROJECT/CONTRACT INFORMATION
DISTRICTCONTRACTINGAGENCY:ovemerisootswvens
CONTRACTINGOFFICER:outsfate:
TELEPHONE NUMBER: ~*
TOTAL CONTRACT AMOUNT: #7500000,
EMPLOYERCONTRACT AMOUNT: #720100PROJECTNAME: ei. sevcentt ForGvCommentCtr
PROJECT ADDRESS:
CITY:ans 06 :_ZIPCODE:#2PROJECTDESCRIPTIONOFWORK:S=ectnsttwFoGvComeyort

PROJECTSTARTDATE:#52
EMPLOYERSTARTDA’
PROJECTEND DATE:sez
EMPLOYER END DATE:210200

EMPLOYER INFORMATION
EMPLOYERNAME:£90.00tenoroni¥46
COMPANY NAME: 8:cwenewFonbeevue
EMPLOYERADDRESS:#1¢ssrewtrestv.s21¢
CITY:aman STATE:2 ZIPCODE:2%
TELEPHONENUMBER:222012 FEDERALIDENTIFICATIONNO.:CONTACTPERSON:serve
TITLE:snow
E-MAIL:sxtaovesoncontestincom ‘TELEPHONENUMBER: 2222112EMPLOYERDESCRIPTIONOFWORK:SereventnewForuvConmuntyont

AREYOUASUBCONTRACTOR YES{] NO ff
IFYES,NAME OF PRIMECONTRACTOR:,
PRIME CONTRACTOR WILL MEET HOURS WORKED PERCENTAGES REQUIREMENTS
FOR ENTIREPROJECT (] OR PER EACH SUBCONTRACTOR
, EMPLOYMENT HOURSTO BE WORKED PROJECTIONS
FirstSourcelawrequiresEMPLOYERS(winningbidders)tosubmitarevisedEmploymentPlan.
A.Forconstructionprojectsreceiving$5 millionor more ingovernmentassistance,Employerstoprovideprojectionofthetotalnumberofhoursto beworkedontheprojectbytrade.
JOURNEYWORKERProvideaprojectionofthetotalnumberofjourneyworkerhours,bytrade,tobeworkedontheprojectorcontractandthetotalnumberofjourneyworkerhours,bytrade,tobeworkedbyDistrictresidents,
Il:

ThispagetobecompletedbyEmployer —————EmployerInitials

xk wk
= GOVERNMENTOFTHEDISTRICTOFCOLUMBIA =REVISED EMPLOYMENT PLAN
ProjectionofTotalNumberof Trade ProjectionofTotalNumberofJourneyJourneyWorkerHours Worker Hours by DC Residents
(FirstSourceLaw requires20%)
NeNewirsenpuodCorelnoesborgwandweslr

APPRENTICE
Provideaprojectionofthetotalnumberofapprenticehprojectorcontractandthetotalnumberofapprenticehours,bytrade,tobeworkedbyDistrictours,bytrade,tobeworkedonthe

residents.
ProjectionofTotalNumberof Trade ProjectionofTotalNumberofApprenticeHours ApprenticeHoursbyDC Residents(FirstSourceLawrequires60%)
‘NohoHrsenicpaadCorengle bargvedwesolr

SKILLED WORKER
Districtresidents.
Provideaprojectionofthetotalnumberofskilledlaborerhours,bytrade,tobeworkedontheprojectorcontractandthetotalnumberofskilledlaborerhours,bytrade,tobeworkedby

ProjectionofTotalNumber of Trade Projectionof TotalNumber of
SkilledLabor Hours SkilledLabor Hours by DC
Residents
(FirstSourceLaw requires51%)
‘Nowrsape GorenEnpoyenboravedwesed

‘COMMON LABORER
ProvideaprojectionofthetotalnumberofcommonlaborerhourstobeworkedontheprojectorcontractandthetotalnumberofcommonlaborerhourstobeworkedbyDistrictresidents.

ProjectionofTotalNumber of Trade ProjectionofTotalNumber ofCommon
Common LaborerHours LaborerHoursbyDC Residents
(First SourceLaw requires70%)
Not tresecgnedCorenyosborgsetweslo “ ma
BC.ThispagetobecompletedbyEmployer
EmployerInitials
x ek xk *— =— GOVERNMENTOFTHEDISTRICTOFCOLUMBIA =REVISED EMPLOYMENT PLAN
B. EMPLOYMENT HIRING PROJECTIONS.
ALLEMPLOYERS:
PleaseindicateALLnewposition(s)youwillcreateasaresultoftheproject.IfyouWILLNOTbecreatinganynewemploymentopportunities,pleasecompletetheattachedjustification

sheetwithanexplanation.Attachadditionalsheetsasneeded.
[JOBTITLE # OF JOBS]SALARY | UNION MEMBERSHIP ‘PROJECTEF/T P/T |RANGE _|REQUIREDNAME LOCAL# D HIRE
B
Ic
D
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F
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‘ThispagetobecompletedbyEmployer Employer Initials
BC

—= GOVERNMENTOFTHEDISTRICTOFCOLUMBIA —
—
REVISED EMPLOYMENT PLAN
C.JUSTIFICATIONSHEET:PleaseprovideadetailedexplanationofwhytheEmployerwillnothaveanynewhiresontheproject.
AstheConstructionManagerwedonotselfperformanyworkatthistime.BSC-CWCNewFortDavisJV,LLCwillstafftheprojectwithexistingsalariedpersonnel.
Inordertomeettheprojectgoals,BSC-CWCNewFortDavisJV,LLCintendstohiresubcontractors thatwillhireDC residents in accordance with firstsource requirements for
DCJourneymen,apprenticesandlaborers.
ThispagetobecompletedbyEmployer seEmployer Initials
x kk
GOVERNMENTOFTHEDISTRICTOFCOLUMBIA =
REVISED EMPLOYMENT PLAN
D. EMPLOYMENT PROJECTIONS |
1. Provideatimetableoutliningthetotalhoursworkedbytradeoverthelifeoftheprojectorcontractandanassociatedhiringschedule.
ll. Providedescriptionsoftheskillrequirementsbyjobtiteorposition,includingindustry-recognizedcertificationsrequiredforthedifferentpositions.
I. ProvideastrategytofillthehoursrequiredtobeworkedbyDistrictresidents,includinga‘componentoncommunicatingtheserequirementstocontractorsandsubcontractorsandacomponentonpotentialcommunityoutreachpartnershipswiththeUniversityoftheDistrictofColumbia,theUniversityoftheDistrictofColumbiaCommunityCollege,theDepartmentofEmploymentServices,JointlyFundedApprenticeshipPrograms,theDistrictofColumbiaWorkforceIntermediary,orothergovernment-approved,community-basedjobtrainingproviders.

aC
EmployerInitials

‘ThispagetobecompletedbyEmployer

—= GOVERNMENTOFTHEDISTRICTOFCOLUMBIA
+
*
*
*
REVISED EMPLOYMENT PLAN
D. EMPLOYMENT PROJECTIONS (Continued)
wv.
vil.
A remediationstrategytoameliorateanyproblemsassociatedwithmeetingtheseworkedhourspercentagerequirements,includinganyproblemsencounteredwithcontractorsandsubcontractors.
The designationof a senior officialfrom the generalcontractorwho willbe responsiblefor
implementingthehoursworkedpercentagesandreportingrequirements.
Providedescriptionsof the healthand retirementbenefitsthatwillbe providedto District
residentsworkingontheprojectorcontract.
ProvideastrategytoensurethatDistrictresidentswhoworkontheprojectorcontractreceiveongoingemploymentandtrainingopportunitiesaftertheycompleteworkonthejobforwhichtheywereinitiallyhiredandareviewofpastpracticesincontinuingtoemployDistrictresidentsfromoneprojectorcontracttothenext.

2c‘ThispagetobecompletedbyEmployer EmployerInitials
zz= GOVERNMENTOFTHEDISTRICTOFCOLUMBIA
D.
vill.
IK.
x.
——REVISED EMPLOYMENT PLAN
EMPLOYMENT PROJECTIONS (continued)
ProvideastrategytohiregraduatesofDistrictofColumbiaPublicSchools,DistrictofColumbiaPublicCharterSchools,community-basedjobtrainingproviders,andhard-to-employresidents.
PleasedisclosepastcompliancewiththeFirstSourceEmploymentAgreementActof1984orthe Workforce IntermediaryEstablishmentand Reform of FirstSourceAmendment Act of
2011 and the Davis-BaconAct,where applicable,and thebidderor offeror'sgeneralDistrict-
residenthiringpracticeson projectsorcontractscompletedwithinthelasttwo (2)years.
PleasenotethatEMPLOYERSonconstructionprojectsmustsubmitweeklycertifiedpayrollsfromallsubcontractorsatanytierworkingontheprojectorcontract,aswellasmakesuchpayrollandpersonnelrecordsavailableuponrequestatjobsitestothecontractingDistrictofColumbiaagency.

ThispagetobecompletedbyEmployer a EmployerInitials
kok wk
— —= GOVERNMENTOFTHEDISTRICTOFCOLUMBIA =REVISEDEMPLOYMENT PLAN
Onceapproved,thisrevisedemploymentplanshallnotbeamendedexceptwiththeapprovalofDepartmentofEmploymentServices.
BY: on 4/4124
EMPLOYER SeniorOfficial (Print) Date
BaboucarrChamSimi
EMPLOYERSeniorOfficial(Signature)
BSC-CWC New FortDavis JV LLC
NameofCompany
4910 Massachusetts Ave, ste 214
Washington, DC 20016
Aaddress -
202-332-1125
Telephone
bcham@coakleywilliams.com
Email -
Signature0. mentofA va Services Date ,
E
xhibit R
Building Information Modeling (BIM)
Docusign Envelope ID: 25B2252B-9538-48EC-ADB8-FB81E3B48250
An Authoritative Source of Innovative Solutions for the Built Environment
National BIM Guide for Owners
National Institute of
BUILDING SCIENCES
January 2017

National BIM Guide for Owners 090916 0

Disclaimer:

When using this Guide to develop contracts between stakeholders regarding the use of BIM to plan,
design, construct, and operate buildings, the information herein should not be considered a
substitute for legal, business, insurance or financial advice. Each stakeholder or party to a contract
is strongly encouraged to seek the advice of attorneys, and business, insurance, and financial
counselors and advisers, as each stakeholder deems appropriate, when drafting, reviewing, and
negotiating all contracts and clauses including, but not limited to, all terms and conditions, contract
and project management requirements, intellectual property rights, and the electronic storage and
transfer of documents and data.

National BIM Guide for Owners 010317 i

NATIONAL BIM GUIDE FOR OWNERS
FOREWORD ......................................................................................................................................... v
EXECUTIVE SUMMARY ....................................................................................................................... vi
1. INTRODUCTION ............................................................................................................................... 1
1.1 PURPOSE ........................................................................................................................................... 1
1.2 SCOPE ................................................................................................................................................ 1
1.3 USE .................................................................................................................................................... 1
2. PROCESS .......................................................................................................................................... 3
2.1 DEFINE BIM REQUIREMENTS ............................................................................................................ 4
2.1.1 BIM Uses and Requirements ...................................................................................................... 4
2.1.2 Project Delivery Method ............................................................................................................ 4
2.1.3 Intellectual Property. ................................................................................................................. 5
2.1.4 Final Turnover Requirements .................................................................................................... 6
2.2 TEAM ROLES AND RESPONSIBILITIES ................................................................................................ 6
2.2.1 Owner’s BIM Representative(s) ................................................................................................. 6
2.2.2 Project BIM Manager Role ......................................................................................................... 7
2.2.3 Discipline/Trade BIM Leads ....................................................................................................... 7
2.2.4 Collaboration .............................................................................................................................. 7
2.3 BIM PROJECT EXECUTION PLANNING ............................................................................................... 8
2.3.1 File Sharing Requirements ......................................................................................................... 8
2.3.2 Data Security .............................................................................................................................. 9
2.4 MANAGING PROJECT REQUIREMENTS AND DELIVERABLES ............................................................ 9
2.4.1 Quality Planning ......................................................................................................................... 9
2.4.2 Quality Assurance .................................................................................................................... 10
2.4.3 Quality Control ......................................................................................................................... 10
3. INFRASTRUCTURE AND STANDARDS ............................................................................................. 12
3.1 TECHNOLOGY INFRASTRUCTURE .................................................................................................... 12
3.2 STANDARDS ..................................................................................................................................... 12
3.2.1 Categories of Standards ........................................................................................................... 12
3.2.2 Standards in this Guide ............................................................................................................ 13
3.2.3 Open Standards Format for Supporting Information .............................................................. 14

National BIM Guide for Owners 010317 ii

3.3 SPACE AND GRAPHICAL STANDARDS .............................................................................................. 15
3.3.1 Owner‐Specified Guidelines and Standards ............................................................................ 15
3.3.2 Drawing .................................................................................................................................... 15
3.3.3 Sheet Layout ............................................................................................................................ 15
3.3.4 Areas/Rooms/Spaces ............................................................................................................... 15
3.3.5 Digital Documentation and Archiving ...................................................................................... 15
3.4 FILE STRUCTURE ............................................................................................................................. 16
3.4.1 Owner‐Specified Requirements ............................................................................................... 16
3.4.2 Folder Naming .......................................................................................................................... 16
3.4.3 File Naming .............................................................................................................................. 16
3.4.4 Component Naming Conventions ............................................................................................ 17
3.4.5 Submittal Package .................................................................................................................... 17
3.4.6 File Sharing ............................................................................................................................... 17
3.4.7 Data Transmittal Requirements ............................................................................................... 17
3.5 MODEL STRUCTURES ...................................................................................................................... 17
3.6 MODEL REQUIREMENTS ................................................................................................................. 18
3.6.1 Modeling Responsibility ........................................................................................................... 18
3.6.2 Modeling Process ..................................................................................................................... 19
4. EXECUTION .................................................................................................................................... 23
4.1 BIM Project Execution Plan (PxP) .................................................................................................... 23
4.1.1 Development of the BIM PxP ................................................................................................... 23
4.2 BIM Uses ......................................................................................................................................... 24
4.2.1 BIM Use Definition ................................................................................................................... 24
4.2.2 Essential BIM Uses ................................................................................................................... 25
4.2.3 Enhanced BIM Uses ................................................................................................................. 25
4.2.4 Owner‐Related BIM Uses ......................................................................................................... 27
4.3 Model Deliverables ......................................................................................................................... 27
5. GLOSSARY ..................................................................................................................................... 30
6. REFERENCE DOCUMENTS .............................................................................................................. 33
7. CITATIONS ..................................................................................................................................... 36

National BIM Guide for Owners 010317 iii

Acknowledgements
The National Institute of Building Sciences would like to extend sincere thanks to the following agencies and
individuals for their support, input, and generous sharing of BIM knowledge and existing information:
State of Wisconsin
 Bill Napier, Project Manager, Wisconsin Department of Administration
 Jerry Walters, Executive Director of CESA 11
 Wendy von Below, Wisconsin Department of Administration
 Aden Sayers, Architectural Program and Policy Analyst
 Kevin Connolly, AIA, Connolly Architects

U.S. Army Corps of Engineers
 Jason Fairchild, CAD/BIM Community of Practice Leader
 Steve Hutsell, Chief, Geospatial Section, Seattle District
 Brandon Tobias, AIA, Architect
 Van Woods, BIM Program Manager

U.S. Department of Defense—Defense Health Agency
 John Becker, Director, Facilities Division
 Russell Manning, PhD, Chief, Operations & Life Cycle Integration

U.S. Department of Veterans Affairs
 Renee Tietjen, AIA, LEED‐AP, Senior Architect, VA BIM Program Manager, Construction & Facilities
Management

U.S. General Services Administration
 Ilana Hellmann, PE, BIM Program Expert, Program Management Branch
 Charles Matta, FAIA, Director, Center for Building Information Programs, Public Buildings Service
 Horatio McDowney, IT Applications Project Specialist, Center for Building Information Systems

Corresponding Members
 Paul Audsley, Assoc. AIA, Principal/Director of Digital Practice, NBBJ
 Brian Halma, Business Strategy Manager, Americas , RICS
 Ayse Polat, AIA, NY Main VDC Field Operations BIM Manager, Turner Construction
 Alan Muse BSc (Hons) MSc ,FRICS, Global Director of Built Environment Professional Groups, RICS
 Dennis R. Shelden, AIA, PhD, Associate Professor, School of Architecture, and Director, Digital Building
Laboratory, Georgia Institute of Technology

We also would like to thank the American Institute of Architects (AIA); American Society of Heating,
Refrigerating and Air‐Conditioning Engineers (ASHRAE); and Building Owners and Managers Association
International (BOMA) for their support in completing this project, as well as the U.S. Department of Defense –
Defense Health Agency for financial support.

National BIM Guide for Owners 010317 iv

National BIM Guide for Owners Project Team
 Dan Chancey, RPA, Chair
Senior Vice President, Asset Management, Cushman & Wakefield, Commercial Advisors

 Ernie Conrad, PE, BOMA Fellow
Representing BOMA International

 Carrie Sturts Dossick, PhD, PE
Associate Professor and Executive Director, Center for Education and Research in Construction,
University of Washington

 Craig R. Dubler, PhD, DBIA
Manager, Facility Asset Management, Penn State University

 Johnny Fortune, CDT, LEED AP
BIM/IT Director, Bullock Tice Associates

 M. Dennis Knight, PE, FASHRAE
Founder & CEO, Whole Building Systems, LLC
Representing ASHRAE

 John I. Messner, PhD
Charles and Elinor Matts Professor of Architectural Engineering, Director, Computer Integrated
Construction Research Program, Penn State University

National Institute of Building Sciences
 Henry L. Green, Hon. AIA
President

 Dominique Fernandez

 Earle Kennett
Consultant/Team Leader

 Stephanie Stubbs, Assoc. AIA, PMP
Project Manager

National BIM Guide for Owners 010317 v

FOREWORD

Recent SmartMarket Reports by McGraw Hill Construction (now Dodge Data & Analytics) indicate the
business value of Building Information Modeling (BIM) is increasing. The Business Value of BIM in
North America: Multi‐Year Trend Analysis and User Ratings (2007‐2012) showed BIM adoption
increasing from 17% in 2007 to 71% in 2012, with 62% of respondents among the industry perceiving a
positive return on their investment in BIM. The Business Value of BIM for Owners (2014) identified
68% of U.S. Owners surveyed as either requiring or encouraging BIM for their projects.
The National Institute of Building Sciences is proud to introduce the National Building Information
Modeling Guide for Owners (NBGO), intended to outline for the building Owner how to develop and
implement requirements for BIM application in internal policies and procedures as well as in contracts
to plan, design, construct, and operate buildings.
As BIM adoption in the U.S. continues to rise, the Owner stands to benefit most, by implementing BIM
as a tool to maximize a building’s value throughout its lifecycle. BIM potentially facilitates better‐
informed Owner decision‐making, design‐intent communication, project coordination across various
phases, enhanced project delivery schedule and budget management, post‐construction asset and
facility management, building automation and control, and many other benefits, including increased
property resale values of the building, as well as leasing revenues.
We authored the NBGO to assist Owners in working with the other members of the building team to
maximize the potential of BIM on their projects. We would welcome your comments and feedback as
you put the NBGO to work for you.

Sincerely,

Henry L. Green, Hon. AIA
President
National Institute of Building Sciences
January 1, 2017

National BIM Guide for Owners 010317 vi

EXECUTIVE SUMMARY

The intended audience for this Guide is the building Owner. The Guide defines an approach to creating
and fulfilling Building Information Modeling (BIM) requirements for a typical project from the Owner’s
standpoint.
Merely requiring BIM on a project does not equate to success if the Owner’s goals for the project are
not clearly set and BIM requirements do not correlate to achieving those goals. BIM must be well
planned and properly executed; not just BIM, but “BIM DONE RIGHT,”1 aligning the right amount and
types of resources to achieve the right results.
This Guide builds on the premise that BIM, in and of itself, is not the end but rather the means to a
number of potentially valuable project delivery outcomes for the Owner. It offers a toolset addressing
three broad areas the Owner should understand in order to direct the Project Team to BIM DONE
RIGHT: process, infrastructure and standards, and execution.
The Process for using BIM effectively on a project begins with defining BIM requirements in the
Owner's contracts with service providers (to plan, design, construct, and operate the building) and with
other stakeholders based on the project delivery method (design‐bid‐build, design‐build, IPD, etc.).
Early on, a successful BIM process includes identifying the roles and responsibilities of key project
stakeholders with respect to information modeling as well as creating a BIM Project Execution Plan
(PxP), an outcome‐driven BIM roadmap that details how the project will be completed. Process also
includes managing the project for compliance with the PxP and contract requirements, including the
project deliverables.
Infrastructure and standards acknowledges the high degree of human collaboration and software
interoperability needed for successful project information modeling , particularly as the project moves
from phase to phase. To achieve the necessary level of interactivity, the Owner must require all
members of the Project BIM Team to adhere to a framework of standards and structures from the
project’s onset.
Execution encompasses creating a Project Execution Plan (PxP), a master plan for how information
modeling will be done and managed, at the inception of a project. The PxP documents the Owner’s and
the Project BIM Team’s mutual agreement on how, by whom, when, why, to what level, and for what
project outcomes (called “BIM Uses”) information modeling will be used.

While the Guide highlights the essential requirements for BIM, it also offers options for Owners who
wish to go beyond minimum requirements. And finally, while the guide uses the term “building”
generically, in keeping with the terminology of “Building Information Modeling,” it is intended to apply
to information modeling for the built environment; i.e., site elements and facilities as well as buildings.

National BIM Guide for Owners 01012017 1

1. INTRODUCTION

1.1 PURPOSE
The purpose of the National Building Information Modeling Guide for Owners (NBGO) is to outline for
the building Owner how to develop and implement requirements for the application of Building
Information Modeling (BIM) for internal policies and procedures, and explain how to include these
requirements in contracts to plan, design, construct and operate buildings. This Guide uses the term
“building” generically, in keeping with the terminology of “Building Information Modeling.” It is
intended to apply to information modeling for the built environment: site elements and facilities as
well as buildings.

1.2 SCOPE
This Guide establishes recommendations for processes, standards, and deliverables for a BIM‐enabled
project that can be continually shared and agreed upon by the Owner and the rest of the Project BIM
Team, which can include planners, constructors, facilities managers, and subcontractors, as well as
designers.

1.3 USE
The recommendations in this Guide should be used by the Owner to create specific project
requirements for BIM based on the project’s unique and individual needs that can then be followed
and implemented by the Project BIM Team to enhance facility value.

Many aspects of the building industry are discovering increased value in BIM. Owners, architects, engineers,
contractors, subcontractors, and facility managers all have collective and individual interests for the project and
their business continuity, respectively. BIM has the capacity to be used within each phase of a project – from
conceptual, through final design, construction, and on to operations – with a variety of applications ranging
from Clash Detection, Quantity Takeoff, Scheduling, FM operations, and many others. While each application or
‘use’ of BIM offers value in itself and any project participant engaging in these various ‘uses’ could state they are
‘doing BIM’; the efforts won’t likely yield optimal results without proper planning, coordination, and execution.
It is the project team’s activities in concert with the Owner’s requirements that provide the greatest potential
lifecycle value. This is “BIM Done Right”* and helping Owners achieve this for their projects is the goal of this
Guide.
‐‐Johnny Fortune
BIM/IT Director, Bullock Tice Associates

* Tice, John, Bullock Tice Associates BIM DONE RIGHT, a BIM‐enabled, client‐focused delivery approach and strategy (2015).
http://www.bulltice.com/

National BIM Guide for Owners 01012017 2

National BIM Guide for Owners 01012017 3

2. PROCESS
At the project’s inception, the Owner establishes the intent and general requirements for the building.
Collectively, these are known as the Owner’s Project Requirements (OPR), and are defined by the
National BIM Standard – United States® (NBIMS‐US™) Version 32 (V3) as the ‘Owner's written
documentation of the functional requirements of the "facility" and the expectations of how it will be
used and operated. They include project and design goals, budgets, limitations, schedules.’ These
requirements are transferred into the building’s “basis of design,” (BOD), used by the building’s design
team to define the approach and parameters for designing the building to meet the Owner’s
requirements. The data developed during design is then transferred by the design team into
construction documents, which become the record of all the building’s physical elements. As each
building element’s construction is completed, it is either accepted through traditional design team
construction contract administration practices and/or commissioned by an independent
Commissioning Authority that the final construction meets the OPR and that the functional
performance of the element has been verified.
As the project moves from phase to phase, the information contained within the BIM grows in both
quantity and specificity. The nature of BIM technology and the interoperability (ability to be
exchanged and used) of the data contained within the BIM allow different Owners to use the BIM in
multiple ways, depending on their specific needs. In addition to design and construction, BIM
applications can include asset management, building automation and control, interdisciplinary
coordination, scheduling, cost estimating, and integrated construction specifications.
Models generated during planning, design, construction, and operations continue to serve as
information resources used to keep the building operating at optimal efficiency. When well planned
and executed, the use of BIM may reduce the building life‐cycle cost. Using BIM in concert with
planning and team building, with its shared and continually updated information, also helps the team
minimize conflicts, cuts down on repetition and duplication of tasks, and helps to optimize planning,
design, construction, and operations.
The process for enabling BIM to be used effectively on a project should follow these steps:
1. Define minimum BIM requirements in the Owner's contracts with service providers (planning,
design, construction, operations, etc.) and other stakeholders based on the project delivery
method (design‐bid‐build, design‐build, IPD, etc.).
2. Identify the roles and responsibilities of key project stakeholders with respect to information
modeling.
3. Collaboratively create a BIM Project Execution Plan (PxP) with key project stakeholders.
4. Manage the project for compliance with the PxP and contract requirements, including Model
and Data Deliverables, through periodic reviews.

Where the model(s) is to be used for design/documentation and then for construction, the BIM PxP
should address model exchange procedures, i.e., how the model(s) can migrate between project
phases effectively with minimum effort. First, the Project BIM Team members need to coordinate the
BIM Uses they seek to leverage when they determine the model exchange procedures. For example,

National BIM Guide for Owners 01012017 4

model coordination would require a high degree of geometric accuracy for the design model. Once
BIM Uses are identified, the team should decide who is developing which models, and when these
models are exchanged. The BIM PxP should be used to organize responsibilities and modeling
requirements.

2.1 DEFINE BIM REQUIREMENTS
BIM requirements are defined by the Owner’s overall goals, business practices, and corporate culture
and are shaped by the OPR. They are developed on a project‐by‐project basis, as the Project BIM Team
selects BIM Uses to achieve these requirements. The Owner should provide any resources, such as
feasibility studies and/or access to stakeholder interviews, for the BIM Project BIM Team to define
Owner‐related goals. Once the Owner’s project BIM goals are defined, the Project BIM Team should
also ensure that these BIM goals can be met with current technology practices and required team
competencies. The project BIM goals should lead to the choice of BIM Uses and additional BIM
requirements.
2.1.1 BIM Uses and Requirements
The Owner should at a minimum require the five Essential BIM Uses described in Section 4.2.2: Existing
Conditions, Design Authoring, Design Review, three‐dimensional (3D) Coordination, and Record
Modeling. Project conditions may justify other Enhanced BIM Uses, as described in Section 4.2.3, or
Owner‐Related Uses, as described in Section 4.2.4. The Project BIM Team should develop the
recommended BIM Uses for the project by leveraging resources provided in the National BIM
Standard– United States® (NBIMS‐US™) Version 3 (V3) along with other resources. NBIMS‐US™ ,
developed by the National Institute of Building Sciences buildingSMART alliance®, contains core
consensus‐approved standards regarding the exchange of information and standard practices for
implementing BIM on a project.
Once BIM Uses are defined, the Level of Development (LOD) requirements should be determined.
There are Default LOD, Template LOD, and Custom LOD (see Section 3.6.4). An Owner can adopt a
Default LOD that references established LOD requirements, such as the United States Army Corps of
Engineers (USACE) Minimum Modeling Matrix (M3).3 The Owner also can use existing templates to
develop LOD requirements, such as the American Institute of Architects (AIA) G‐202 Building
Information Modeling Protocol.4 It also is possible for Owners to develop a custom LOD matrix for
their organization, but if they do so, they should adhere to the LOD spec definitions. Any of these
three forms of LOD specification provides a means for Owners to develop contract requirements for
models and data requirements.

2.1.2 Project Delivery Method
The choice of project delivery method for the project affects the way in which the BIM is developed
and how information is exchanged. A design‐build (DB) project may only have one Project BIM
Manager, while a design‐bid‐build (D‐B‐B) project should have one BIM Manager for design and
another one for construction. Similarly, the Owner should understand that the project delivery method
will affect the level of responsibility that the Owner assumes for information management and

National BIM Guide for Owners 01012017 5

exchange between project phases. For example, in D‐B‐B, the Owner may be responsible for
information exchange between design stakeholders and construction stakeholders. The project
contracts should define responsibilities for the design and construction contracting entities, and,
therefore, the Level of Development (LOD) and division of responsibilities. Information exchange
across contracting parties also should be clearly defined and closely managed.

2.1.3 Intellectual Property.
Project deliverables should be clearly and completely defined in the Owner/designer and
Owner/contractor agreements, especially if the PxP is developed after contracts have been executed.
The intellectual property rights of the Owner should be clearly defined and validated in the PxP. The
Owner should, at a minimum, have the right to use the project data defined as project deliverables in
the BIM PxP. Project data should include the:
 Model files (BIM, CAD)
 Drawing files (CAD, electronic sheets such as PDFs, and/or plot files)
 Electronic manuals
 Tabular/textual information derived from BIM (e.g., spreadsheets)
 Reference files necessary to supplement other project data
Publicly funded projects are subject to the governing authority’s acquisition requirements. Federally
funded projects are governed per Federal Acquisition Regulation (FAR) Part 27, Patents, Data, and
Copyrights.5 Any exceptions to ownership rights should be clearly noted in the project contract(s),
documented in the BIM PxP, and approved by the Project BIM Team. Ownership of project data is
conveyed to the Owner at the time of project closeout. Owner reuse rights should be defined in the
Owner/stakeholder contracts. The Project BIM Team should review this guide, the BIM PxP, and the
project contract(s) to determine governing requirements and permissions and/or limitations for
ownership, conveyance, and/or reuse of data. The project contract conditions and terms take
precedence over this guide, and, as with all contract documents, it is advisable to seek the advice of
legal counsel.
Commentary:

When using this Guide to develop contracts between stakeholders regarding the use of BIM to plan,
design, construct and operate buildings, the information herein should not be considered a
substitute for legal, business, insurance or financial advice. Contracts may have important legal,
business, insurance and financial consequences. Each stakeholder or party to a contract is strongly
encouraged to seek the advice of attorneys, and business, insurance, and financial counselors and
advisers, as each stakeholder deems appropriate, when drafting, reviewing, and negotiating all
contracts and clauses including, but not limited to, all terms and conditions, contract and project
management requirements, intellectual property rights, and the electronic storage and transfer of
documents and data.

National BIM Guide for Owners 01012017 6

2.1.4 Final Turnover Requirements
The Owner should consider the final deliverable requirements for project data. Owners should review
their current information needs for operations and maintenance, and establish data requirements that
support those needs. The Owner also should consider how BIM can support future facilities
management and operations, and develop requirements that support future needs as well. At a
minimum, major equipment should be described by facility attributes such as make, model,
manufacturer, and serial number. Additional attributes include warranty information, parts lists,
maintenance schedules, and manufacturer contact information.

2.2 TEAM ROLES AND RESPONSIBILITIES
2.2.1 Owner’s BIM Representative(s)
Especially for larger and more complex projects, the Owner should designate an Owner’s BIM
Representative. The Owner’s BIM Representative should have a clear understanding of BIM and the
OPR. The Owner's BIM Representative should, at a minimum:
 Represent the Owner’s requirements and be able to effectively communicate them to other
stakeholders.
 Serve as the primary liaison between the Owner and the Project BIM Manager(s) for all BIM‐
related issues.
 Have oversight of BIM requirements in all project phases, from planning through the
construction of the project, and at least the beginning of the operations phase.
 Receive, review, and approve BIM deliverables.

Figure 1. BIM Role and Responsibility Chart

National BIM Guide for Owners 01012017 7

2.2.2 Project BIM Manager Role
The project should have a designated Project BIM Manager. The Project BIM Manager role may be
fulfilled by more than one person; for example, many projects have a lead design BIM Manager and a
lead construction BIM Manager (see Figure 1). The Project BIM Manager should have sufficient BIM
education and experience for the size and complexity of the project, as well as the relevant proficiency
in the proposed BIM authoring and coordination software selected for use on the project. In the
absence of an Owner’s BIM Representative, the Project BIM Manager should serve as the main point of
contact with the Project BIM Team for all BIM‐related issues.
During each phase of a project, the Project BIM Manager at a minimum should:
 Lead the process of creating and updating the BIM PxP in accordance with the OPR.
 Verify compliance of the PxP deliverables.
 Coordinate all updates for individual models, specialized models, and databases.
 Administer Project Quality Management and Data Security Management.
 Develop, coordinate, publish, and verify necessary configurations required for integration of
project data.
 Facilitate distribution of project data.
 Compile project data for review and coordination.
 Facilitate design review.
 Meet with relevant project stakeholders for review of turnover documents.
 Deliver model(s) and Facility Data to Owner for use in operations.

2.2.3 Discipline/Trade BIM Leads
Each discipline/trade should assign an individual to the role of BIM lead for the duration of the project.
These individuals should have the relevant BIM experience required by the complexity of the project.
The discipline/trade BIM lead maintains a continuous interface with the Project BIM Manager.
The responsibilities of the discipline/trade BIM leads for their respective discipline/trade include:
 Act as the lead BIM contact for the discipline/trade.
 Develop and manage exchange of models.
 Maintain and manage integrity of the model.
 Assume additional roles and responsibilities as defined to support the PxP and other
contractual requirements.
2.2.4 Collaboration
The Project BIM Team should not rely on information exchange as the sole means of project
communication; information exchange is not collaboration. The Project BIM Team should schedule
regular BIM coordination meetings during which team members meet to discuss design and
construction issues, using the model as a shared resource. The frequency of such interactions depends
on the project's goals, BIM Uses, and Project BIM Team members’ capabilities.

National BIM Guide for Owners 01012017 8

Through the BIM project planning process, the Project BIM Team should agree on how and in what
ways the Project BIM Team members will collaborate using the BIM. All project stakeholders involved
with modeling should develop and agree to a project‐specific BIM PxP. This plan should include the
requirements for information exchange among the parties, as well as for expected interactions with
the model.

2.3 BIM PROJECT EXECUTION PLANNING
The BIM Project Execution Plan (PxP) is the central document for BIM implementation. This plan should
be authored by the Project BIM Team collectively, and onboarding processes should be developed for
Project BIM Team members who join the project after the initial plan has been developed. The steps of
BIM PxP include:

Figure 2. BIM Project Execution Planning Procedure6

The BIM PxP should contain all content necessary to document the process of implementing BIM on a
project. Specific BIM PxP content requirements can be found in Section 4.1 of this document.
Specifically, the team should develop plans and protocols to meet the OPR, including, as a minimum,
file sharing and data security.
2.3.1 File Sharing Requirements
The file sharing requirements will vary depending on the project’s BIM Uses. At a minimum, the PxP
should include a description of the:

National BIM Guide for Owners 01012017 9

 File system(s) the team will use to exchange, merge, and visualize models
 Schedule for or frequency of model updates and clash detection checks
 Tools and process to be used for clash detection checking
 Process to be used to generate drawings from coordinated models
2.3.2 Data Security
Owners should apply their existing data security standards to BIM protocols. The Owner should
consider the security risks in terms of the protection of data. The Owner may wish to consider
including data restrictions procedures, such as check‐out and check‐in, as well as stipulating the degree
of access control for project participants. The Owner should require the Project BIM Team to complete
a Data Security Protocol that complies with data security requirements as defined below.
2.3.2.1 Data Security Protocol (DSP). As part of the PxP, the Project BIM Team should develop and
submit a Data Security Protocol (DSP) to the Owner that outlines security protocols to be implemented
for the project. The DSP should be approved by the Owner prior to commencing work. At a minimum,
the DSP should address:
 User access rights and permissions, outlining the various roles and degrees of access to the
data. Roles should correlate to those defined in this guide and the BIM PxP. The DSP also should
identify any additional user access required.
 Data protection, documenting how the data will be protected from:
o Accidental loss
o File Corruption (malware, viruses)
o Misuse/negligence
o Unauthorized conveyance
o Deliberate attack (internal or external)
 Data process and handling protocol procedures for:
o Exchange: How and with what frequency data will be exchanged. The DSP should align
with other requirements in the BIM PxP and provide more detail specific to data exchange.
o Maintenance: Describe the maintenance plan for all data sources, transmission devices,
and storage devices used for the project.
o Backup: Describe in detail the backup scheme implemented by the Project BIM Team,
including frequency and retention of backups.
o Archiving: Describe the storage, retrieval, and retention system to be used by the Project
BIM Team.

2.4 MANAGING PROJECT REQUIREMENTS AND DELIVERABLES
2.4.1 Quality Planning
The entire Project BIM Team is responsible for quality control. However, the team should specify roles
and responsibilities for model management and quality management for the project. The BIM PxP
includes the management strategies for implementing BIM Uses and requirements. Quality

National BIM Guide for Owners 01012017 10

management processes should be used to ensure BIM is created for downstream uses of the model
data.
The quality standards for the modeling activities should be discussed in detail at the early stages of the
project. The following items should be developed by the Project BIM Team prior to the start of the
modeling activities:
 A clearly defined Quality Assurance (QA) and Quality Control (QC) section within the BIM PxP
 A detailed QA approach for monitoring the modeling process
 A detailed QC approach to test the final deliverables for compliance with the quality standards
Each QA and QC activity should identify a Project BIM Team member specifically responsible for
performing the task. The QA and QC approaches may also be incorporated into project contracts to
ensure compliance.
2.4.2 Quality Assurance
Quality assurance procedures should be defined to ensure that the Project BIM Team members are
performing the modeling process defined within the BIM PxP. The QA activities should also be
consistent with the contract. Minimum QA activities should include:
 Definition and validation of testing or prototyping process to verify the model meets the
minimum modeling requirements
 Validation of resource availability and capabilities to perform modeling activities
 Review of the information exchange definitions to assure that the deliverables are clearly
defined and unambiguous
Additional QA activities may include:
 Periodic reviews of the modeling procedures to ensure that the activities being performed are
consistent with the initial plan
 Documentation of the final modeling process for future reference by Project BIM Team
members
2.4.3 Quality Control
Quality control tests should be defined to verify that the project deliverables comply with the project
requirements. The Project BIM Manager should verify that all required deliverables are submitted and
appropriately distributed as defined within the BIM PxP and any additional contractual agreements.
The following QC activities should be performed on all project data delivered to the Owner:
 Verification of the file or data exchange metadata as defined within the BIM PxP to include (as
appropriate for the data exchange types):
o Date of submission
o File type (if file)
o File name (if file)
o Database access instructions (if there is database content)
o General description of content

National BIM Guide for Owners 01012017 11

o Data schema (organization) of the file, including version, date created, and date modified
by buildingSMART International (as appropriate)
o Description of the data exchange standard (if an open standard)
 Validation of the proper file type, naming convention, and appropriate software version
 Validation of final submitted model files (content) against the information exchange standard:
o Manual validation of a specified sample of elements to verify that the information is
properly structured and accurate. The sample size may vary based upon the level of
criticality of the information element. The sampling procedure should be defined within
the BIM PxP
o Visual model inspection to review general model content
o Inspection of the coordinate system to ensure that all model files have a common
coordinate system
 Validation that model clashes have been resolved per the owners predefined minimum
requirements and the criteria established within the BIM PxP.
The tests should be performed within an agreed‐upon time before or after project milestones, as
specified by the contract.

Additional QC activities may include:
 Checks: All Project BIM Team members should check the modeling content that they receive
from other team members or the Owner to verify that the exchanges contain valid field entries
and the proper information elements. Project BIM Team members should report any unusual
information content.
 Project Data Submission Log: The Project BIM Team should develop and use a Project Data
Submission Log, which includes model/modeling compliance issues and corrective actions. The
Project BIM Manager should review the Project Data Submission Log, participate in
collaborative team resolution, and provide direction when needed.

National BIM Guide for Owners 01012017 12

3. INFRASTRUCTURE AND STANDARDS

3.1 TECHNOLOGY INFRASTRUCTURE
For the purposes of this Guide, infrastructure is defined as the entire technology system used for a BIM
project. It broadly encompasses BIM as the digital representation of the physical and functional
characteristics of the built environment. The use of the term platform in this section applies to all
project‐relevant computing platforms (hardware and software), including but not limited to
computers, servers, network devices, backup systems, and file‐sharing systems, be they resident on a
local network or web/cloud based. Computing platforms are part of an Owner’s and other project
stakeholders’ technology infrastructure, along with networks and physical workspaces.
Computing platform generally and broadly applies to the computer hardware and operating systems
(OS) on which computer programs or software are designed to run. The Owner should consider current
hardware and OS, and software‐specific application capabilities that exist within his/her own
organization and the organization of other project stakeholders—as well as future hardware and OS
capabilities that are preferred or can be anticipated. Infrastructure requirements should be considered
for all project phases, from planning concept through what will be available during the facility
management and operations phase of the project. For each project phase, the Owner should consider
how information is created, stored, exchanged, secured, backed up or archived, and delivered, and
whether each should be localized, cloud‐ or web‐based, or a hybrid.
The Owner should require that any BIM‐related work products be:
 Compatible with the Owner's computer platform requirements
 Capable of supporting current and legacy file formats
 Agnostic (i.e., designed to be compatible across most common OS, hardware or software
systems), adaptable, and scalable with respect to potential future computing
 Able to support open, consensus standards to maximize future compatibility
Additionally, the Owner should consider requiring the Project BIM Team to use specific technology
infrastructure to support the Owner’s overarching business and project goals.
All technology infrastructure used for a project should be documented in the BIM PxP.

3.2 STANDARDS
3.2.1 Categories of Standards
The Owner should consider three broad categories of BIM standards: Organizational (internal)
Standards, Primary Standards, and Reference Standards. Organizational Standards and Primary
Standards for BIM (or appropriate portions of them) should be cited in the Owner's contract language
with other stakeholders as the minimum acceptable standards when BIM is used and BIM deliverables
are required. Merely citing the standard by name in a contract will not ensure that any use of BIM on a
project or BIM deliverable required will meet an Owner's current and future needs.

National BIM Guide for Owners 01012017 13

3.2.2 Standards in this Guide
The following standards should be used when applying this guide. Where the Owner already has
Organizational Standards and OPRs or other agency‐specific requirements that reference these
standards or modify them, those standards should be used in conjunction with the guidance provided
here. For dated references, only the edition cited applies. For undated references, the latest edition
(including any amendments) applies.
The National BIM Standard– United States® (NBIMS‐US™) Version 3 (V3), developed by the National
Institute of Building Sciences buildingSMART alliance®, contains core consensus‐approved standards
regarding the exchange of information and standard practices for implementing BIM on a project. In
addition to NBIMS‐US™ V3, the buildingSMART International has developed multiple open information
exchange standards. All information exchanges that require an open, standard format should comply
with the information exchange standards approved within NBIMS‐US™ V3 or approved by
buildingSMART International. The current approved information exchange standards include:
 Construction to Operations Building information exchange (COBie) (NBIMS‐US™ V3)
 Design to Spatial Program Validation (SPV) (NBIMS‐US™ V3)
 Design to Quantity Takeoff for Cost Estimating (NBIMS‐US™ V3)
 Design to Building Energy Analysis (BEA) (NBIMS‐US® V3)
 Building Programming information exchange (BPie) (NBIMS‐US™ V3)
 Electrical System information exchange (Sparkie) (NBIMS‐US™ V3)
 Heating, Ventilation and Air Conditioning information exchange (HVACie) (NBIMS‐US™ V3)
 Water System information exchange (WSie) (NBIMS‐US™ V3)
 IFC 2x3 Coordination View (NBIMS‐US™ V3) (http://www.buildingsmart‐
tech.org/downloads/view‐definitions/coordination‐view/sub‐
schema/CoordinationView_V20_EntityList_IFC2x3_Version16_Final.pdf)
These standards are available at no cost on the NBIM‐US™ V3 website,
https://www.nationalbimstandard.org [login required]
Commentary:
Standards, as used in this guideline, are documents created to establish minimum levels of quality or
achievement that are acceptable. Mandatory standards are those that have been formally adopted by a
code agency or government entity (authority) such as municipalities, state or federal agencies, or
departments. Voluntary standards are those non‐mandatory standards used by Owners and other
organizations and industries to set minimally acceptable standards of quality and achievement.

BIM is not a mandatory requirement in the United States. However, numerous countries around the world
are beginning to write BIM requirements into their local and federal codes and statutes.

This section addresses the standards that Owners should reference when requiring BIM. These
requirements include, but are not limited to, the Owner’s internal policies, procedures, and requirements
(Organizational Standards), as well as Primary and Referenced Standards. The Owner should include these
standards in the OPR.

National BIM Guide for Owners 01012017 14

Approved by buildingSMART International but not yet included in NBIMS‐US™ V3 are:
 IFC4 Reference View (buildingSMART International)
www.buildingsmart‐tech.org/specifications/ifc‐view‐definition/ifc4‐reference‐view7
 IFC4 Design Transfer View (buildingSMART International)
http://www.buildingsmart‐tech.org/specifications/ifc‐view‐definition/ifc4‐design‐transfer‐
view8

The NBIMS‐US™ V3 also outlines a standard procedure for the development and documentation of a
BIM PxP. (See NBIMS‐US™ V3, Section 5.3: BIM Project Execution Planning Guide.) The Project BIM
Team should follow this standard planning approach and document format.

NBIMS‐US™ V3 also outlines by reference common information classifications defined within the
OmniClass tables. When applicable, these information classification tables should be used to maintain
standard information terminology and classifications.

In addition to NBIMS‐US™‐V3, there are other important standards that should be considered,
including ISO 16739:2013,9 which outlines the data schema for the Industry Foundation Classes, an
open data schema for storing information regarding a building project. The United States National CAD
Standard® (NCS) Version 6 (V6) should also be used to ensure that the final design documentation
complies with standards.
These standards sometimes can cover similar subject areas. While areas of overlap or conflict should
be identified in the BIM PxP, it is possible for inconsistencies between the documents to come to light
during the project. In these instances, the Project BIM Manager should be notified immediately. In
response, the Project BIM Manager should determine, in consultation with the Owner and other
stakeholders, which document will take precedence or whether amendments are required.
Where an OPR is unique and its Organization Standards differ or are more stringent than the minimum
requirements established by referencing the NBIMS‐US™, the NBIMS‐US™ and its referenced standards
should be formally extended, modified, and supplemented by clear and specific language in the
Owner's contracts with other stakeholders.

3.2.3 Open Standards Format for Supporting Information
To ensure the life‐cycle use of building information, information supporting common industry
deliverables should be provided in open standards, along with their native file formats where
applicable. The formats used should be specified in the BIM PxP and should include the following
standards as appropriate:
 Industry Foundation Class (IFC), Model View Definition (MVD) formats. Three most commonly
used model views are: Coordination View, COBie, and GSA Design to Spatial Program
Validation10.
 Additional open standard formats, such as gbXML11.

National BIM Guide for Owners 01012017 15

For those contract deliverables whose open standard formats have not yet been finalized, the
deliverable should be provided in a mutually agreed upon format that allows the reuse of building
information outside the context of the proprietary BIM software.

3.3 SPACE AND GRAPHICAL STANDARDS
3.3.1 Owner‐Specified Guidelines and Standards
The Owner should specify any additional guidelines and standards for drawings and spaces. Rooms and
spaces should adhere to the format as defined therein.12
3.3.2 Drawing
The United States National CAD Standard® (NCS) should be incorporated by reference. Graphical
output from BIM should comply with the NCS per the clarifications outlined in its BIM Implementation
Section. Sheet sets should be organized and numbered per the NCS. All annotation symbol
requirements therein should be adhered to.
3.3.3 Sheet Layout
In addition to the sheet layout requirements in the NCS, all sheets should maintain a consistent size
and orientation throughout the set. Title block borders should maintain the same positioning on each
sheet to allow for overlay and appropriate printing of the extents of the sheet.
3.3.4 Areas/Rooms/Spaces
Identifying tags and schedules for areas, rooms, and spaces should comply with the NCS.
3.3.5 Digital Documentation and Archiving
Copies of all approved submittals and other documents normally provided in traditional paper‐based
formats should be provided Portable Document Format (PDF) format, or other open electronic
document format. Documents authored directly by the Project BIM Team should be transformed to
PDF to allow searching of the documents and selection of text within the document. Documents
authored by others, but used by the Project BIM Team (such as manufacturer product data sheets),
should be provided as PDFs made available by the manufacturer. If not available as PDFs from their
authors, the documents should be scanned to create PDF documents. PDFs should comply with the
following ISO Standards:
 ISO 19005‐3 (2012): Document management—Electronic document file format for long‐term
preservation—Part 3: Use of ISO 32000‐1 with support for embedded files (PDF/A‐3).13
 ISO 32000‐1 (2008): Document management—Portable document format—Part 1: PDF 1.7.14
Commentary:
This section identifies standards and requirements for graphical output and/or paper printing.

National BIM Guide for Owners 01012017 16

PDFs of construction documents should comply with the Guideline for Construction PDF Documents15
available from the Construction PDF Coalition. Additionally, the Construction PDF Coalition provides a
web form for customizing the requirements on its website.

3.4 FILE STRUCTURE

Well‐run BIM PxP and project data have well‐defined project file naming and folder organization
standards. The folder structure should be defined in the PxP. The project file sharing system should
have the high level branches of the folder structure pre‐populated in the system at the beginning of
the project.

Since record documents will be distributed through the folder system, the project folder organization
should align with the division of responsibilities of the stakeholders. It is beneficial to establish a file
permission strategy on the shared folder system, where only appropriate organizations in the project
have write permissions within their assigned folders, and the remainder of the team has read‐only
permission. At the highest level, the folder system should be controlled by the project administration.

File naming conventions similarly are needed to establish coherency of project documentation and
simplify high level understanding of the file contents. The file naming system may identify a set of data
fields to be contained in the file name. A typical file standard will establish a clear order on file name
attributes with a reserved delimiter such as underscore (_) to identify the divisions between fields. The
NCS provides a proposed naming convention for files, including standard contract documents
https://www.nationalcadstandard.org/ncs6/
3.4.1 Owner‐Specified Requirements
The project should comply with any Owner‐specified platform requirements. The following sections are
provided as examples for Owners who do not have predefined requirements. Regardless of the
requirements used, the naming conventions should be consistent.
3.4.2 Folder Naming
Folder names should be numbered or alphabetized to control order. Folder names should be clear
indicators as to what the folder contains (e.g., a folder for Models could be named 07_ Models).
3.4.3 File Naming
File names should contain a discipline designator (such as “A” for Architectural) as defined in the NCS.
Custom naming schema should be clearly documented in the BIM PxP.
 Sheet file names (regardless of file format, such as PDF) should comply with NCS, unless
otherwise dictated or allowed by the Owner. At a minimum, they should include the sheet
number (e.g., A‐101.PDF)
 Model file names should contain discipline designator within the name, as outlined in the NCS
(e.g., A‐FP01.ext).

National BIM Guide for Owners 01012017 17

3.4.4 Component Naming Conventions
The naming conventions used for the following should be documented in the BIM PxP: e.g.
Systems/Elements/Objects/Components/Parameters.
3.4.5 Submittal Package
All files should be organized and stored in an appropriately named folder as part of the submittal
package. The submittal package should contain the deliverables as outlined in this document, the BIM
PxP, and the project contract(s). The submittal package should also contain any support, source,
reference, and/or linked files necessary to maintain file integrity.
3.4.6 File Sharing
The Owner should require that the team use a model sharing system. If the Owner does not designate
a system, then the Project BIM Manager should provide a model sharing system for the sharing of
individual and merged models. The model sharing system should consider:
 Project BIM Team access, including real‐time access and synchronization of models
 Automated versioning of models
 Data security
 Maintenance and archiving of the previous model versions
 Permission‐based access for each team member to upload their models
3.4.7 Data Transmittal Requirements
At a minimum, all transmitted data should include the following printed on the media or included as
metadata as applicable per media type (i.e., CD/DVD would have printed labels, whereas model files
would include metadata):
 Project title
 Project location
 Contract number
 Designer(s) of record and/or contactor(s) (general or sub)
 Classifications for the data (i.e., sensitive, classified, etc.)
 Contents of the transmittal, including date created, date modified, version, etc.
 Author and/or responsible individual
 Recipient(s)
Any additional information required by the Owner or identified in the BIM PxP should be included.

3.5 MODEL STRUCTURE
Model structure defines the highest level of decomposition (breakdown into component parts) of the
digital model(s). Model structure should align with the Owner's Project Requirements (OPR) and
selected BIM Uses, as defined in NBIMS™‐V3 Section 5.9: The Uses of BIM.
If, for technological limitations or work share requirements, the model must be decomposed to a
structure below a single building, then each model should be clearly denoted as a portion of a building,

National BIM Guide for Owners 01012017 18

and one composite model per building should be provided for each deliverable. Separate model files
(i.e., discipline‐specific or separated by level, etc.) are insufficient as a final deliverable. A holistic
composite model is necessary, even if the composite model is only used as a container for links and/or
references (i.e., a means of packaging all related files for delivery).
The model structure should be clearly defined in the BIM PxP.

3.6 MODEL REQUIREMENTS
The Owner should develop or adopt/adapt well‐defined contract requirements to ensure the project
model data requirements are met. The BIM Contract Requirements should address model
requirements such as modeling responsibility, the modeling process, minimum model contents, Facility
Data to be captured, and Level of Development (LOD). Because proper BIM planning at project
inception is imperative to success and demands thorough understanding, it is recommended that the
Owner procure the services of a specialized BIM consultant or identify one of the contracted parties to
assist in identifying and defining the model/modeling requirements.
Alternatively, the Owner could consider following the example of successful Owner implementation of
BIM requirements within NBIMS‐US™ V3, Section 5.8: Practical BIM Contract Requirements, which
outlines BIM Contract Requirements developed by the United States Army Corps of Engineers (USACE)
to “ensure consistent and usable BIM project deliverables and BIM process. These BIM Contract
Requirements consist of Contract Language, a Project Execution Plan (PxP) Template, and a Minimum
Modeling Matrix (M3).”16
If the USACE M3 is adapted for use, it should reflect the Owner’s particular requirements and
objectives, specifically in the Instructions (Tab 2), Phasing (Tab 3), and Model Element LOD/Grade
goals. Once the template is complete, the tables should be restricted to read‐only for the project
(unless project‐specific variations are specifically desired and permitted in the contract).
It should be understood that with any BIM Contract Requirements—developed or adopted and
adapted—there may be an information gap between what is required for the final BIM deliverables to
the Owner and what is required for each team member to perform their required and/or
recommended BIM Use. It is the responsibility of the individual members of the Project BIM Team to
provide the information necessary for the project’s selected BIM Uses.
Generally, BIM should include the necessary process and content to produce accurate construction
documents (e.g., plans, elevations, sections, schedules, and integrated specifications) and Record
Model project data (e.g., equipment, manufacturer, and model number).
3.6.1 Modeling Responsibility
Project stakeholders’ modeling responsibilities should be clearly defined within the BIM PxP. Each
model element should be assigned to a Model Element Author (MEA) and a corresponding LOD for the
element clearly defined; consequently, each MEA is required to provide the elements at the LOD
specified in the BIM PxP or a corresponding LOD worksheet. Each MEA is responsible for attaching any
data or metadata to the model elements as required by the contract, BIM PxP, or as needed to
facilitate the project’s selected BIM Uses.

National BIM Guide for Owners 01012017 19

Model elements are most typically assigned to a MEA that also has the design or construction
responsibility of the element. For example, a structural engineer or modeler is typically the MEA for
structural slabs during the design phase. Models are typically divided by discipline or trade. As such, it
is important that not only the MEA is identified for any given element but also the model in which the
element is to reside. While there may be a duplication of some elements across multiple models, an
MEA and LOD worksheet identifies the source responsible for the information and, therefore, that
source is considered to be accurate and reliable.
3.6.2 Modeling Process
The project participants should fully implement industry‐ and software vendor‐identified best practices
and workflows for all aspects of modeling. These include, but are not limited to, using 3D geometry for
representing physical characteristics of project and facility components and elements, using relevant
object categories when possible, adding sufficient attribute information to elements, following proper
naming conventions for all levels and types of data and metadata, and setting up shared resources and
parameters to enable automatic display or extraction of model information to other formats (e.g.,
schedule or tabular formats).
Model elements should be used to produce representations shown in graphical legends and should
match the graphical representations shown in other views and drawings. Model elements requiring a
host or connection to some other component should be done within the same model whenever
possible (e.g., a door is not freestanding but requires a wall as its host, so both door and wall should
reside in the same model). Consideration should be given to how project phasing, display of content by
other discipline/trade models, and workflows or features associated with specific software will be
executed. The overall process utilized should be documented in the BIM PxP.
Modeling process requirements should not be overly prescriptive, but the general and minimum
expectations should be established and responsibilities clearly defined as part of the BIM PxP.
Generally, the modeling process and responsibilities should include:
 Use of a standardized classification system organized according to NBIMS‐US™ Section 2.5:
OmniClass Table 21 Elements
 Use of IFC‐compliant software (within one version of the latest certification available)
 Use of BIM software (within one release version of the latest available) that is capable of
meeting the OPR per project‐specific selected BIM Uses
 Use of the appropriate tool(s) within the BIM software selected to create or document the
building element being represented
 The model(s) should remain current and represent design intent. The Project BIM Team should
update the model(s) with any revisions as required to complete the work, or at a minimum, at
each project milestone.
The Project BIM Team should document the choice of platform in the BIM PXP.
While the modeling process and corresponding models may vary per project, the following graphic is
an example of typical model progression across project phases and could serve as an information flow
map for an Owner implementing BIM requirements.

National BIM Guide for Owners 01012017 20

Figure 3. Lifecycle Model Requirements: A Sample Process

Project BIM Team members should use BIM application(s) and software(s) to develop and document
the project. Design professionals should create the Design Intent Model(s) and use them to produce
accurate construction documents. Construction professionals should use the Design Intent Model(s)
and the construction documents as a starting point for developing the Model(s). Similarly as the
Construction Model(s) are progressed during construction, they serve as the basis for Project Data
(which oftentimes includes tabular or textual‐based information). Also during construction, the various
Construction Model(s) combine to develop an As‐Built model that captures more‐detailed construction
conditions (e.g., trade‐specific fabrication models). As the project progresses, the As‐Built Model—
along with the continual stream of project correspondence and information back to the Design
professionals—facilitates the update of the Design Intent Model(s) into a Record Model. The
construction model typically has highly detailed components that are not always an efficient source of
information for operations and maintenance; hence the Record Model is developed from the Design
Intent Model to provide a lightweight model. In general, the Record Model, along with the As‐Built
Model and Project Data, provides facilities management personnel with varying degrees of information
in multiple formats to best support FM uses and activities.

3.6.3 Model Contents
Models and corresponding elements or sub‐elements should be modeled at full scale (1:1) using actual
(not nominal) dimensions. Models should include all content necessary to meet the requirements in
the BIM PxP. Further content may be specified in the BIM LOD. General considerations for model
content requirements include the following:
 Models should include all system components and connection points to utilities and/or
components, whether site or building related. These components should include all information

National BIM Guide for Owners 01012017 21

parameters and annotations required to produce accurate drawings, details, schedules, and
sheets.
 All Furniture, Fixtures, & Equipment (FFE) should be properly identified by make, model
number, and building/department/room or space in which it resides.
 Clearance zones required for code compliance, access (such as needed for equipment, hatches,
and panels), safety, maintenance, gauge reading, and other operations should be modeled.
 Any required layer of the systems, for example, insulation, double layered systems, or
enclosures should be modeled.

3.6.4 Project Data
The Project BIM Team should develop Project Data for all elements that make up the model (e.g.
doors, air handlers, electrical panels, etc.). This Project Data should include all material definitions and
attributes that are necessary for the project planning, design, construction, and operations. All
elements should be assigned the proper classification and category. All life safety and fire protection
components and systems should be clearly identified as such. Minimum Project Data requirements
should be identified in the BIM PxP.

3.6.5 Level of Development (LOD)
The Owner should define the desired LOD for BIM content that enables the project’s specific
organizational and project goals. The Owner may elect to reference an LOD standard holistically for all
model content, or require a specific LOD per model or model element and by discipline, trade, and/or
phase. When implementing an LOD, the Owner can use the default LOD, a template LOD, or develop a
custom LOD. It should be understood that BIM cannot be successfully accomplished without some LOD
defined for each model deliverable, which is typically recorded in a spreadsheet or worksheet. In
general, the standard LOD definitions are defined in the BIMForum LOD Specification 2015, which is
available as part of NBIMS‐US™V3.17
Default LOD: If the Owner elects to reference an existing LOD without making modifications, use of the
USACE Minimum Modeling Matrix (M3) is recommended, as it defines a minimum LOD of elements for
a design model and a Record Model deliverable.
Template LOD: Several LOD templates are available to the Owner, but it is recommended that the
Owner use a nationally recognized form. The Owner may adapt the USACE M318, use the AIA G‐202 –
2013 document19, or implement the Penn State University Model Element Matrix20 or the PSU Project
Execution Planning Guide.21 Alternatively, the Owner may elect to use the worksheet provided with the
BIMForum LOD Specification 2015 Model Element Matrix.
Custom LOD: Owners may elect to develop his/her own LOD Matrices identifying LOD and model
element authors for models or model elements. Owners should adhere to the BIMForum LOD
Specification 2015 definitions to avoid confusion among the Project BIM Team members.
At a minimum, BIM content should be developed to an adequate level to support:
 Establishment and communication of design intent

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 Necessary content for construction documents
 Overall BIM requirements developed by the Owner
 Optional BIM requirements from this Guide chosen by the Owner
 Essential BIM Uses as identified in Section 4.2.2 of this document
 Enhanced BIM Uses that the Owner selects from Section 4.2.3 of this document
 Additional data and metadata necessary to achieve additional BIM Uses as documented in the
BIM PxP
In summary, diligence should be given during project planning to select appropriate BIM Uses and
develop a detailed BIM PxP, as these are the impetus for determining and assigning an adequate LOD.

National BIM Guide for Owners 01012017 23

4. EXECUTION

4.1 BIM Project Execution Plan (PxP)
BIM Project Execution Planning is “a process performed by a Project BIM Team to design the execution
strategy for implementing BIM on the project. The final product of the execution planning process is a
documented BIM Project Execution Plan (PxP).”22 To maximize the effectiveness of BIM, the execution
plan should be designed in the early stages of a project and focus on the decisions required to define
the scope of BIM implementation on the project, identify process impacts of using BIM, define the
team characteristics needed to achieve the modeling, and quantify the value proposition for the
appropriate level of modeling at the various stages in the project life cycle.
4.1.1 Development of the BIM PxP
The BIM PxP, created early in the project, should be considered a living document that evolves
throughout the project. The BIM PxP should be developed and refined by the Project BIM Team to
document the collaborative process of how BIM will be executed throughout the project life cycle.
The initial version of the BIM PxP should be developed by the Project BIM Manager, assisted by the
Owner and the Project BIM Team (as referenced in NBIMS‐US™ V3, Section 5.4), to detail the BIM
requirements for the project. It should be submitted for approval to the Owner.
The BIM PxP should be refined by the entire Project BIM Team as design progresses. If a contractor is
not procured for preconstruction services, the design team and Owner should develop the
collaborative BIM PxP and coordinate with the contractor when the contractor is procured.
The BIM PxP should be reviewed and coordinated with the entire Project BIM Team prior to
construction and submitted to the Owner for final approval. The BIM PxP should be reviewed with
specialty contractors prior to execution of their contracts. Any revisions to the BIM PxP should be
submitted to the Owner for final approval.
The Project BIM Team should use the PxP template in the NBIMS‐US™ V3, Section 5.4: BIM PxP
Content, which identifies the minimum BIM requirements to develop an acceptable BIM PxP. The PxP
should specify how different versions of the model will be stored and retrieved as the project
progresses.

Commentary:
The BIM PxP should be developed to provide a master information/data management plan and assignment of roles
and responsibilities for model creation and data integration at project initiation. The team members and Owner
should jointly agree on how, when, why, to what level, and for which project outcomes BIM will be used.

In those projects where construction information is available during the design phase, the BIM PxP would address
both design and construction activities. The BIM PxP should be considered a living document and should be
continually developed and refined throughout the project development life cycle.

National BIM Guide for Owners 01012017 24

4.2 BIM Uses
4.2.1 BIM Use Definition
A BIM Use is a method of applying Building Information Modeling during a facility's life cycle to achieve
one or more specific objectives. 23 The nature of BIM technology allows different Owners to use the
model in multiple ways, depending on their projects’ specific needs. As the project moves from phase
to phase, the information contained within the BIM grows in both quantity and specificity.

Figure 4. Minimum BIM Example

Commentary:
BIM Uses can be broadly categorized into authoring tools, auditing tools, and analytic tools. Some applications
are designed or written to address a single task. Other uses are written to perform multiple tasks and are often
referred to as “integrated software tools.” The BIM Uses listed below can be either single‐task applications or be
part of integrated software tools.

BIM Uses focused on single tasks should be interoperable with the other BIM Uses used on a project.
“Interoperability” is the ability of diverse systems and organizations to work together (inter‐operate).
Interoperability can be used in a technical systems engineering sense, or in a broader sense, including social,
political, and organizational factors that affect system‐to‐system performance.

Interoperable BIM Uses are software programs designed to use the inputs and outputs of other BIM
applications to perform the task and generate the output that the BIM Use being applied was designed to
perform. Interoperable software reduces the amount of time required to manually exchange information and
input it into single‐task software. It also minimizes the risk of data transfer errors often caused by manual
information exchange methods.

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BIM Uses are characterized in this Guide as Essential BIM Uses, Enhanced BIM Uses, and Owner‐
Related Uses of BIM. The brief definitions below have been extracted and enhanced from the BIM
Project Execution Planning Guide and the BIM Planning Guide for Facility Owners. BIM Uses should be
considered and aligned with project goals, selected based on added value to the Owner, and clearly
documented in the BIM PxP. This guide uses the term “building” generically, in keeping with the
terminology of “Building Information Modeling.” It is intended to apply to information modeling for
the built environment: site elements and facilities as well as buildings.
4.2.2 Essential BIM Uses
The following BIM Uses should be applied on all projects:
 Existing Conditions: A process in which the Project BIM Team develops a model (geometry and
information) of the existing conditions for a site, facilities on a site, or a specific area within a
facility. This model can be developed in multiple ways, depending on what is desired and what
is most efficient. Once the model is developed, it can be queried for information and can be
modified.

 Design Authoring: A process in which software is used to develop a BIM of the design. Design
authoring tools are a first step toward implementing BIM, and the key is integrating the
geometric representation of elements in the model with element properties. Construction
drawings should be produced from and remain consistent with the models.

 Design Review: A quality management process in which a model is used to allow stakeholders
to verify whether the design meets the OPR and to visualize criteria such as layout, sightlines,
lighting, security, ergonomics, acoustics, textures and colors, etc. Virtual mock‐up can be done
in high detail, even on a part of the building, such as the façade, to quickly analyze design
alternatives and solve design and constructability issues. If properly executed, these reviews
can resolve design issues.

 Coordination: A process in which model elements can be organized and coordinated, and clash
detection software can be used to identify conflicts between model elements within the BIM.

 Record Modeling: A process in which a model contains an accurate depiction of the physical
and functional conditions and environment of a facility and its assets at a point in time. With
the continuous updating and improvement of the Record Model and the capability to store
more information, the model contains a true depiction of space with a link to information, such
as serial codes, warranties, and maintenance history of all the components in the building.
Eventually, the Record Model also contains information linking pre‐build requirements to as‐
built conditions. This allows the Owner to monitor the project relative to the OPR.
4.2.3 Enhanced BIM Uses
 Cost Estimating: A process in which a model can be used to generate an accurate quantity take‐
off and cost estimate early in the design process and provide cost effects of additions and

National BIM Guide for Owners 01012017 26

modifications, with the potential to save time and money and avoid budget overruns. This
process also allows designers to see the cost effects of design modifications in a timely
manner.24

 Phase and 4D Planning: A process in which a four‐dimensional (4D) model (a model with the
added dimension of time) is used to effectively plan the phased occupancy in a renovation, or
to show the construction sequence and space requirements for laydown areas and temporary
construction on a building site. 4D modeling is a powerful visualization and communication
tool that can give a Project BIM Team a better understanding of project milestones and
construction plans. (See also Construction Systems Design).

 Site Analysis – Development: A process in which BIM and GIS tools are used to evaluate
properties in a given area to determine the most optimal site location for a future project. The
site data collected is used to first select the site and then position the building based on the
OPR.

 Site Utilization – For Construction: (See Phase and 4D Planning).

 Digital Fabrication: A process that uses machine technology to prefabricate objects directly
from a model. The model is used as input into manufacturing and fabrication equipment for
production of components, systems, and assemblies.

 3D Location and Layout: A process that utilizes a model to lay out the building assemblies and
produce lift drawings, which are the two‐dimensional (2D)/three‐dimensional (3D) component
drawings used by forepersons during site construction.

 Engineering Analysis: The integrated and/or interoperable tools that allow the use of the
physical and material properties of project elements, assemblies, and systems within the model
for engineering analysis, simulation, and documentation. Examples include structural
engineering, energy analysis, daylighting, HVAC, plumbing, fire protection, life safety, and
electrical systems design and documentation.

 Sustainability Analysis: The integrated and/or interoperable tools that allow the use of the
physical and material properties of building elements, assemblies, and systems within the
model for developing sustainable design elements. Examples include documenting sustainable
features and attributes and documenting sustainable features for compliance with building
rating systems.

 Codes and Standards Compliance: A process in which validation software is used to check the
model parameters against applicable codes and standards. Code and standard validation is
currently in its infant stage of development within the United States and is not in widespread
use. However, as model checking tools continue to develop code and standard compliance
software with more codes and standards, validation should become more prevalent within the

National BIM Guide for Owners 01012017 27

design industry. Examples may include building code compliance, energy code compliance,
accessibility compliance, etc.

 Construction Systems Design: A process to design and analyze the contemporary systems (e.g.
formwork, glazing, tie‐backs, etc.).

4.2.4 Owner‐Related BIM Uses
 Asset Management: A process in which project data is linked to a Record Model to aid in the
maintenance and operation of a facility and its assets. These assets, consisting of the physical
building, systems, surrounding environment, and equipment, must be maintained, upgraded,
and operated at an efficiency that will satisfy both the Owner and users in the most cost‐
effective manner.

 Disaster Planning and Management: A process in which emergency responders have access to
critical building information in the form of a model and information system. The BIM provides
critical building information to the responders to improve the efficiency of the response and
minimize the safety risks. The dynamic (real time) building information could be provided by
building automation systems (BAS), life safety (fire alarm and fire protection), and security
systems, while the static building information, such as geometry, floor plans, points of egress
and access, and equipment schematics, reside in a model. These systems are integrated and
made interoperable so that emergency responders can link to an overall system. The BIM—
coupled with the BAS, life safety, and security systems—clearly displays where the emergency
is located within the building, possible routes to the area, and any potentially hazardous
locations within the building.

 Space Management: A process in which BIM is used to effectively distribute, manage, and track
appropriate spaces and related resources within a facility. A model allows the facility
management team to analyze the existing use of the space and effectively apply transition
planning management towards any applicable changes. Maintenance scheduling is a process in
which the functionality of the building structure (walls, floors, roof, etc.). and equipment
serving the building (mechanical, electrical, plumbing, etc.) are maintained over the operational
life of a facility.

4.3 Model Deliverables
The project execution plan should clearly define the deliverables that are to be transmitted to the
owner at the completion of construction. These deliverables may include a design intent model in
both native and open standard format; a construction model; and operations and maintenance data
(see Figure 3). The model content for each of these deliverables should be clearly defined within the
contract documents for each responsible party, as well as in the BIM PxP. The following sections
provide a description of each deliverable.

National BIM Guide for Owners 01012017 28

Design Intent Model: The Model(s) from the design team that captures the intended design. This
model is used for project BIM Use execution, digital design mock‐ups, decision support, and
coordination. The approved model is a contract document for submission to the Owner and for
construction handover.

Construction Model: The Model(s) based on criteria that relates the facility’s fabrication and
construction. These models are developed from the Design Intent Model during construction
coordination. The files are typically combined using a cross‐platform 3D model viewing software to
accommodate subcontractor file formats and a higher LOD. This new information is reviewed by the
design team for approval.

As‐Built Model: The Model(s) capturing conditions at the completion of construction. It should be
initially based upon the Design Intent Model and increasingly incorporates project information as
construction progresses.

Record Model: The Model(s) prepared for operations and maintenance. Typically the Design Intent
Model is used as a baseline and then is updated to incorporate all the changes during construction.
This is intended to be a “lightweight model” with enough detail to enable facilities management
operations without overly detailed elements. This model may also include laser scan data. The Record
Model will contain accurate attribute data on major equipment and systems for facilities management
documented in the BIM PxP. The Record Model typically is updated by the designer from information
provided by the contractor (e.g., digital mark‐ups, photography, and laser scans). It may be used
during commissioning or updated to reflect commissioning data.

Operations and Maintenance Data: This deliverable includes asset inventory with asset name,
classification, and location. Owners should consider operations and maintenance data deliverables to
include attributes such as make, model, and serial number of key components. Construction
Operations Building information exchange (COBie), is an example of facilities data exchange (as
referenced in NBIMS‐US™ V3, Section 4.2.)
The Project BIM Team should provide deliverables in compliance with the phases described in the BIM
PxP. At each phase, the Project BIM Team should provide a written report confirming that consistency
checks, as identified in the Quality Management section of the BIM PxP, have been completed. This
report should be discussed as part of the review process and should address any identified
interferences and constructability issues.
The Project BIM Team should provide the Owner with the following, as identified in the BIM PxP:
 Updated BIM PxP
 2‐D drawing deliverables printed directly from the model in PDF format. Documents are to be
stamped and signed in traditional practice to comply with the Owner Design and Construction
Standard and local permitting requests.
 Construction Model(s) per discipline

National BIM Guide for Owners 01012017 29

 A 3‐D interactive review format of the model in the latest version of software, as required in
the BIM PxP. The file format for reviews can change between submittals.
 Construction Submittals. All construction submittals, requests for interpretation (RFIs), and
change order requests (CORs) should make use of the model for clear interpretations.
 Record model(s)
 A report generated from the model of all assets and attributes
 A report verifying the model/modeling compliance with Owner Project Data exchange
requirements
 A report verifying the accuracy of the delivered model elements and asset attributes
 An interference (clash detection) check report
 A list of all submitted files. The list should include a description, directory, and file name for
each file submitted. Identify files that have been produced from the submitted model and
Project Data.

The BIM PxP should define additional model deliverables for the project. Deliverable deadlines should
be aligned with project milestones, for example:
 Schematic Design
 Detailed Design
 Construction Documents
 Bid/Procure
 Contract
 Notice to Proceed
 Construction
 Substantial Completion
 Commissioning
 Final Inspection
 Occupancy/Operations and Maintenance
 10‐Month Warranty Review

National BIM Guide for Owners 01012017 30

5. GLOSSARY
(Please note that references to “model” and any related requirements refer to individual models, such
as a particular discipline/trade model, as well as to composite or federated models.)

As‐Built Model: The model(s) capturing conditions at the completion of construction. It should be
initially based upon the Design Intent Model and increasingly incorporates information as construction
progresses.

Attributes: descriptors that represent the characteristics of elements (e.g., name, length, weight, price,
manufacturer, model, warranty information, etc.)

BIM Element Matrix: A structure that defines the elements to be modeled for each phase of the design
and construction process.

BIM Project Execution Plan (PxP): A plan that defines how BIM will be implemented throughout the
project life cycle.

BIM Use: A method of applying Building Information Modeling during a facility's life‐cycle to achieve
one or more specific objectives, as defined by Kreider, R., and Messner, J. I. The Uses of BIM (2013).
Pennsylvania State University, University Park, PA. http://bim.psu.edu

Building Information Model (BIM)/Model, as defined in the National BIM Standard – United States®
Version 3: The digital representation of physical and functional characteristics of a facility. As such it
serves as a shared knowledge resource for information about a facility, forming a reliable basis for
decisions during its life cycle from inception onwards.”

Construction Model: The model(s) based on criteria that relates the facility’s construction.

Construction Operations Building information exchange (COBie), as defined in the National BIM
Standard – United States® Version 3: The format for the exchange of information about building assets
such as equipment, products, materials, and spaces.

Data Security Protocol (DSP): A definition of the security requirements for data to be implemented for
the project and incorporated into the BIM PxP.

Design Intent Model: The model(s) from the design team that captures the intended design.

National BIM Guide for Owners 01012017 31

Industry Foundation Class (IFC): The Industry Foundation Class (IFC) is a data standard (specification)
maintained by buildingSMART International and accepted as ISO Standard 16739. It is intended to
allow the exchange of building and construction industry data between software applications. It is a
platform neutral, open file format specification that is not controlled by a single vendor or group of
vendors.

Level of Development (LOD) (as defined the BimForum website, November 2015): The degree to which
the element’s geometry and attached information have been thought through—the degree to which
Project BIM Team members may rely on the information when using the model.

Model: See Building Information Model.

Model Element: A portion of the model(s) representing a major component, assembly, or construction
entity (part) which, in itself or in combination with other parts, fulfills a predominating function of a
construction entity.

Model Element Author (MEA): The party responsible for creating or updating any given model
element.

Model View Definition (MVD): An IFC View Definition, or Model View Definition, MVD, defines a
subset of the IFC schema that is needed to satisfy one or many exchange requirements of the building
industry. The method used and propagated by buildingSMART to define such Exchange Requirements
is the Information Delivery Manual, IDM (also ISO/DIS 29481). An IFC Model View Definition defines a
legal subset of the IFC Schema (being complete) and provides implementation guidance (or
implementation agreements) for the IFC concepts (classes, attributes, relationships, property sets,
quantity definitions, etc.) used within this subset.

OmniClass™: A classification system for the construction industry.

Owner: Person or entity that represents and controls financial interests of a property, building, or
development.

Owner’s Performance Requirements (OPR): The Owner's written documentation of the functional
requirements of the building and expectations of how it will be used and operated. They include
project and design goals, budgets, limitations, and schedules.

National BIM Guide for Owners 01012017 32

Organizational Standards: Standards unique to every Owner and include the Owner's written policies,
procedures, and processes. The Owner is encouraged, when creating any Organizational Standards that will
be used as part of the contract language, PxPs, and OPRs, to document them in writing, especially when it
comes to expected outcomes and deliverables.

Primary Standards: Standards written typically by local, national, and international organizations and
industry groups by consent or consensus that establish minimum levels of performance and quality and are
used for comparative evaluation and verification of compliance. Primary Standards are often adopted by an
agency, organization, industry, or government body.

Project Data: Project data is the written and graphical information used to plan, design, construct and
operate the building. It should include Model files (BIM, CAD); drawing files (CAD, electronic sheets such as
PDFs, and/or plot files);electronic manuals; tabular/textual information derived from BIM (e.g.,
spreadsheets); and reference files necessary to supplement other project data.

Project Life Cycle: The full development of a building project from conception to demolition, including four
phases (Planning, Design, Construction, and Operations).

Project Quality Management: a subset of project management that includes the actions required to ensure
that the project will satisfy the needs for which it was undertaken. It consists of quality planning, quality
assurance, and quality control.

Project BIM Team: typical members include the Owner, architect, engineers, contractors, subcontractors,
and other stakeholders. The Project BIM Team members can vary by phase; stakeholders or participants
will be introduced to and leave the Project BIM Team as the project progresses through its life cycle.

Record Model: The model(s) prepared for Operations and Maintenance. Typically the Design Intent Model
is used as a baseline and then is updated to incorporate all the changes during construction. This is
intended to be a lightweight model with enough detail to enable facilities management operations without
overly detailed elements.

Reference Standards: Standards included by reference in Organizational Standards, Primary Standards, and
Contract Documents and carry the full force and effect of their requirements as if their entire text had been
replicated in full where referenced. Care should be taken when including Reference Standards in an
Organizational Standard, Primary Standard, or Contract Document to be specific whether compliance with
the entire Reference Standard is required or whether only compliance with certain portions of the
Reference Standard is required. Reference Standards not only reduce a primary document's size, but also
improve a primary document’s usefulness and effectiveness by relying on other standards‐development
organizations with better‐suited expertise on particular subjects.

National BIM Guide for Owners 01012017 33

6. REFERENCE DOCUMENTS
 The American Institute of Architects, AIA Document G202 ™ – 2013, Project Building
Information Protocol Form (2013).
http://www.aia.org/aiaucmp/groups/aia/documents/pdf/aiab099086.pdf

 buildingSMART International, IFC4 Design Transfer View. http://www.buildingsmart‐
tech.org/specifications/ifc‐view‐definition/ifc4‐design‐transfer‐view

 buildingSMART International, IFC4 Reference. www.buildingsmart‐tech.org/specifications/ifc‐
view‐definition/ifc4‐reference‐view

 Construction PDF Coalition, Guideline for Construction PDF Documents (August 2014).
http://cpcoalition.com/guidelines/

 Computer Integrated Construction Research Program. BIM Project Execution Planning Guide –
Version 2.1. Pennsylvania State University (2011). http://bim.psu.edu

 Green Building XML (gbXML) Schema Inc., gbXML Version 6.01 (2015) http://www.gbxml.org/

 International Property Measurement Coalition, International Property Measurement Standards
(2014), www.ipmsc.org

 International Standard Organization, ISO 16739:2013, Industry Foundation Classes (IFC) for data
sharing in the construction and facility management industries (2013).
http://www.iso.org/iso/catalogue_detail.htm?csnumber=51622

 International Standard Organization, ISO 19005‐3:Document management—Electronic
document file format for long‐term preservation—Part 3: Use of ISO 32000‐1 with support for
embedded files (PDF/A‐3) (2012).
http://webstore.ansi.org/RecordDetail.aspx?sku=ISO%2019005‐
3:2012&source=google&adgroup=iso&gclid=CO7Zwc6X380CFYsmhgodTpIJrw

 International Standard Organization, ISO 32000‐1: Document management—Portable
document format—Part 1: PDF 1.7 (2008).
http://webstore.ansi.org/RecordDetail.aspx?sku=ISO%2032000‐
1:2008&source=google&adgroup=iso&gclid=CKaGurKY380CFcNahgod0ScCNg

National BIM Guide for Owners 01012017 34

 Kreider, R., and Messner, J. I. The Uses of BIM (2013). Pennsylvania State University, University
Park, PA. http://bim.psu.edu

 Levendowski, Brian, What Is Civil Information Modeling? Civil Information Modeling blog.
(2013). http://civilinformationmodeling.net/what‐is‐civil‐information‐modeling

 McGraw Hill Construction (Dodge Data & Analytics ) Business Value of BIM in North America
SmartMarket Report (2012). http://analyticsstore.construction.com/index.php/2012‐business‐
value‐of‐bim‐in‐north‐america‐smartmarket‐rep ort.htm

 McGraw Hill Construction (Dodge Data & Analytics), The Business Value of BIM for Owners
SmartMarket Report (2014).
http://analyticsstore.construction.com/index.php/smartmarketreports/BIMforOwnersSMR.htm
l?sourcekey=presrel

 National Institute of Building Sciences buildingSMART alliance®, National BIM Standard –
United States® Version 3 (2015). https://www.nationalbimstandard.org/

 National Institute of Building Sciences buildingSMART alliance®, United States National CAD
Standard® Version 6 (2014). https://www.nationalcadstandard.org/ncs6/

 Project Management Institute, A Guide to the Project Management Body of Knowledge
(PMBOK® Guide)—Fifth Edition (2013). www.pmi.org.

 Tice, John, Bullock Tice Associates (June 2016). http://www.bulltice.com/

 Tice, John, Bullock Tice Associates BIM DONE RIGHT, a BIM‐enabled, client‐focused delivery
approach and strategy (2015). http://www.bulltice.com/

 United States Army Corps of Engineers, CAD/BIM Technology Center (2016).
http://www.erdc.usace.army.mil/Media/Fact‐Sheets/Fact‐Sheet‐Article‐
View/Article/476676/cadbim‐technology‐center/

National BIM Guide for Owners 01012017 35

 United States Army Corps of Engineers, USACE Minimum Modeling Matrix (M3), (2013).
(Available as part of the National BIM Standard – United States® Version 3, Section 5.8:
Practical BIM Contract Requirements, U.S. Army Corps of Engineers BIM Contract Requirements
for Design Build Projects) https://www.nationalbimstandard.org

 United States Department of Defense Military Health System, MHS Minimum BIM
Requirements (MBR) – Standards (2014). https://home.facilities.health.mil/bim‐for‐the‐mhs

 United States Department of Veterans Affairs, VA BIM Guide (2010). va.gov/til/bim/BIMguide/

 United States General Services Administration, Federal Acquisition Regulation (FAR) Part 27,
Patents, Data, and Copyrights (June 2016). https://www.acquisition.gov/?q=/browse/far/27

 United States General Services Administration, GSA BIM Guide 02—Spatial Program Validation,
Version 2.0 (May 2015).
http://www.gsa.gov/portal/mediaId/227487/fileName/GSA_BIM_Guide_02_Version_20.action

 United States General Services Administration, 3D‐4D Building Information Modeling BIM Guide
series (2007‐2012). http://www.gsa.gov/portal/content/105075

National BIM Guide for Owners 01012017 36

7. CITATIONS

1 Tice, John, Bullock Tice Associates BIM DONE RIGHT, a BIM‐enabled, client‐focused delivery approach and
strategy (2015). http://www.bulltice.com/

2 National Institute of Building Sciences buildingSMART alliance®, National BIM Standard – United States®
Version 3 (2015). https://www.nationalbimstandard.org/

3 United States Army Corps of Engineers, USACE Minimum Modeling Matrix (M3) (2013). (Available as part of the
National BIM Standard – United States® Version 3, Section 5.8: Practical BIM Contract Requirements, U.S. Army
Corps of Engineers BIM Contract Requirements for Design Build Projects) https://www.nationalbimstandard.org

4 The American Institute of Architects, AIA Document G202™ – Building Information Protocol Form (2013).
http://www.aia.org/aiaucmp/groups/aia/documents/pdf/aiab099086.pdf

5 United States General Services Administration, Federal Acquisition Regulation (FAR) Part 27, Patents, Data, and
Copyrights (June 2016). https://www.acquisition.gov/?q=/browse/far/27
6 Computer Integrated Construction Research Program. BIM Project Execution Planning Guide – Version 2.1.
Pennsylvania State University (2011). http://bim.psu.edu

7 buildingSMART International, IFC4 Reference (2015). www.buildingsmart‐tech.org/specifications/ifc‐view‐
definition/ifc4‐reference‐view

8 buildingSMART International, IFC4 Design Transfer View (2015). http://www.buildingsmart‐
tech.org/specifications/ifc‐view‐definition/ifc4‐design‐transfer‐view

9 International Standard Organization, ISO 16739:2013, Industry Foundation Classes (IFC) for data sharing in the
construction and facility management industries, (2013).
http://www.iso.org/iso/catalogue_detail.htm?csnumber=51622

10 United States General Services Administration, GSA BIM Guide 02—Spatial Program Validation, Version 2.0
(May 2015). http://www.gsa.gov/portal/mediaId/227487/fileName/GSA_BIM_Guide_02_Version_20.action

11 Green Building XML (gbXML) Schema Inc., gbXML Version 6.01 (2015). http://www.gbxml.org/

12 International Property Measurement Standards (www.ipmsc.org). Reference should made to building
measurement standards, such as IPMS, for consistency in the measurement of floor areas.
13 International Standard Organization, ISO 19005‐3: Document management—Electronic document file format
for long‐term preservation—Part 3: Use of ISO 32000‐1 with support for embedded files (PDF/A‐3) (2012).
http://webstore.ansi.org/RecordDetail.aspx?sku=ISO%2019005‐
3:2012&source=google&adgroup=iso&gclid=CO7Zwc6X380CFYsmhgodTpIJrw

National BIM Guide for Owners 01012017 37

14 International Standard Organization, ISO 32000‐1: Document management—Portable document format—Part
1: PDF 1.7 (2008). http://webstore.ansi.org/RecordDetail.aspx?sku=ISO%2032000‐
1:2008&source=google&adgroup=iso&gclid=CKaGurKY380CFcNahgod0ScCNg

15 Construction PDF Coalition, Guideline for Construction PDF Documents (August 2014.
http://cpcoalition.com/guidelines/

16 United States Army Corps of Engineers, USACE Minimum Modeling Matrix (M3) (2013). (Available as part of
the National BIM Standard – United States® Version 3, Section 5.8: Practical BIM Contract Requirements, U.S.
Army Corps of Engineers BIM Contract Requirements for Design Build Projects)
https://www.nationalbimstandard.org

17 National Institute of Building Sciences buildingSMART alliance ®, National BIM Standard – United States®
Version 3 (2015). https://www.nationalbimstandard.org/

18 United States Army Corps of Engineers, USACE Minimum Modeling Matrix (M3), (2013). (Available as part of
the National BIM Standard – United States® Version 3, Section 5.8: Practical BIM Contract Requirements, U.S.
Army Corps of Engineers BIM Contract Requirements for Design Build Projects)
https://www.nationalbimstandard.org

19 The American Institute of Architects, AIA Document G202™ – 2013, Project Building Information Protocol Form
(2013). http://www.aia.org/aiaucmp/groups/aia/documents/pdf/aiab099086.pdf

20 National Institute of Building Sciences buildingSMART alliance ®, National BIM Standard – United States®
Version 3 (2015). https://www.nationalbimstandard.org/
21 Computer Integrated Construction Research Program. BIM Project Execution Planning Guide – Version 2.1.
Pennsylvania State University (2011). http://bim.psu.edu

22 Computer Integrated Construction Research Program. BIM Project Execution Planning Guide – Version 2.1.
Pennsylvania State University (2011). http://bim.psu.edu

23 Kreider, R., and Messner, J. I. The Uses of BIM (2013). Pennsylvania State University, University Park, PA.
http://bim.psu.edu

24 International Cost Measurement Standards (ICMS) (www.icms‐coalition.org/). ICMS may help to maximize the
benefits of any cost analysis by providing clarity in the categorization of costs.
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