##### PRESERVATION REQUIREMENTS FOR SCOPES OF WORK

Edit as indicated and insert into GSA scopes for procuring architectural
and engineering services for projects at historic buildings:

VI. CRITERIA GOVERNING DESIGN

VII\. CRITERIA GOVERNING SURVEY, ANALYSIS, AND RECOMMENDATIONS

A.  Services to be performed by the Architect-Engineer under this
    contract shall conform to all applicable requirements and criteria
    indicated in the following handbooks and publications and the latest
    issues and changes thereto:

> 1\. Government Studies, Surveys, and Reports

a.  \[INSERT BUILDING NAME\] Building Historic Building Preservation
    Plan or Historic Structure Report.

b.  Historic Preservation Document #1 and #2, GSA PBS 1022.2 1981, GSA
    NCR Preservation Notebook Series and the National Park Service
    Preservation Briefs and Tech Notes, found in the GSA NCR Technical
    Resources Library.

2\. Government Requirements

h.  ADM 1022 and PBS 1022.2: GSA Procedures for Historic Properties

i.  The National Historic Preservation Act of 1966, as amended, and
    Executive Order 11593.

j.  The Secretary of the Interior\'s Standards and Illustrated
    Guidelines for Rehabilitating Historic Buildings, Revised 1992 (36
    CFR 67).

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VIII. SPECIAL CONSIDERATIONS

HISTORIC PRESERVATION REQUIREMENTS

1.  The A/E firm must retain the services of the following
    individual(s)to complete the project:

\[INSERT ARCHITECTURAL CONSERVATOR, PRESERVATION ARCHITECT, HISTORICAL
LANDSCAPE ARCHITECT, OR ART CONSERVATOR\]

a.  The Preservation Architect must be involved in analysis and design
    of all alternatives leading up to decisions affecting restoration
    and rehabilitation

b.  Zones of the property as defined in the Historic Structure Report
    (HSR). If no HSR exists, the Historic Preservation Staff, WPL, will
    determine these zones.

c.  The PRESERVATION ARCHITECT must review all submissions in their
    entirety for impacts on restoration and rehabilitation zones.
    Incorporate the PRESERVATION ARCHITECT\'s comments into the
    submission prior to delivery to GSA. The PRESERVATION ARCHITECT must
    certify in writing that the final submission meets the Secretary of
    the Interior\'s (DOI) Standards (SOI). If the submission does not
    meet DOI Standards, the PRESERVATION ARCHITECT must provide an
    explanation.

d.  Submit three sets of information necessary to achieve design
    concurrence by the State Historic Preservation Officer (SHPO) and
    the Advisory Council on Historic Preservation (ACHP). This should
    include but may not be limited to information (i-vii) on the
    following pages.

USE THE FOLLOWING CLAUSE FOR STUDIES ONLY:

i.  A/E Design Checklist: Address the questions on Attachment B and fill
    out by placing a check next to each affected space, material, and
    assembly.

ii. A project description, summarizing the recommended solutions and how
    they address the preservation issues raised during the study. Follow
    the format shown in Attachment C. This shall be provided with each
    submission required in the contract.

If redesign occurs at 95% which affects original materials, a final
submission shall be produced at the 100% submission.

USE THE FOLLOWING CLAUSES FOR CONSTRUCTION SCOPES ONLY:

i.  A project description, explaining the project\'s preservation issues
    and how they were resolved in design. Follow the format shown in
    Attachment B. This shall be provided with each submission required
    by the contract.

ii. Provide special graphics as necessary to illustrate preservation
    issues.

iii. Photographic documentation of locations to be affected by the
     project by submitting 4\" X 6\" color prints (with original
     negatives) to document the existing conditions related to this
     project. Provide at least one photograph of each different type of
     space or facade, each historic finish material or assembly, and
     each different condition to be treated which are potentially
     affected by this project. Photographs should have numbered labels,
     applied to the back of each print, indicating the location and
     content of each photograph.

iv. Provide annotated floor or site plans with numbers corresponding to
    photo label numbers and arrows showing the photographer\'s location
    and the orientation of each photograph.

WHEN NO HBPP OR HSR EXISTS - DELETE SECTION v:

v.  Archival Project Documentation: Photocopy or provide excerpts of
    applicable text and illustrations from the building\'s Historic
    Building Preservation Plan (BPP) or Historic Structure Report (HSR)
    to supplement the project description.

> WHEN NO BPP OR HSR EXISTS - INSERT SECTION vi:

vi. Testing and Analysis: Provide three sets each of the following:

> \[INSERT ABOVE - PROJECT SPECIFIC TESTS OR ANALYSIS SELECTED FROM THE
>
> LIST BELOW\]
>
> FOR MASONRY POINTING AND REPAIR
>
> Provide mortar analysis as the basis for pointing specifications. This
> work must be performed by an architectural conservator specializing in
> the inspection and analysis of historic masonry materials. Mortar
> analysis shall include on-site visual and laboratory examination of
> building mortar in each type of masonry to identify existing problems
> and to determine the proper composition and application techniques for
> repainting, including correct mortar joint profiles.
>
> FOR WINDOW REPAIR AND REPLICATION
>
> \[ATTACH NCR PRESERVATION NOTEBOOK NO. 11 IDENTIFYING HISTORIC PAINT
> COLORS FOR COMPLETE PAINT ANALYSIS\]
>
> Provide paint analysis to determine original paint colors. This work
> must be performed by an architectural conservator specializing in
> analysis of historic paints and finishes.
>
> FOR MODIFICATION OF ORIGINAL INTERIOR MATERIALS -
>
> MASONRY, METALS, PLASTER, WOODWORK, CERAMICS, LIGHTING, FLOORING,
> PARTITIONING, PAINT:
>
> \[ATTACH NCR PRESERVATION NOTEBOOK NO. 11 IDENTIFYING HISTORIC PAINT
> COLORS FOR COMPLETE PAINT ANALYSIS REQUIREMENTS\]
>
> Provide paint analysis to determine original paint colors. This work
> must be performed by an architectural conservator specializing in
> analysis of historic paints and finishes.

vii. For projects involving ADA compliance, report should recommend
     design solutions which minimize adverse effects on original
     materials and design.

d\. Outline Specifications:

i.  Prepare contract specifications for work that affects restoration
    and rehabilitation zones requiring a restoration specialist.
    Reference the applicable HSR Outline Specifications (if they exist,
    usually provided in Chapter 10).

ii. Review and edit Section 00120 and Sections 009\[00\] to reflect
    competency requirements for this project. Provide these documents
    both within bidding specifications as well as separately for this
    submission requirement.

e\. Construction Supervision:

i.  Competency of Bidder Submission:

> Prior to contract award, review bidder competency forms submitted by
> prospective Contractors and subcontractors to assure compliance with
> contract\'s experience and skill requirements for each specialty named
> in Section 009\[00\].
>
> After contract award, review any Contractor or subcontractor
> substitutions submitted for restoration specialties, applying the same
> requirements established in Sections 00120 and 009\[00\] prior to
> award.

ii. Review any submittals which show new materials/equipment to be
    installed in restoration and rehabilitation zones to assure
    compliance with project\'s approved design approach.

iii. Review any submissions proposing methods for protecting historic
     materials during construction.

iv. Conduct review of on-site samples to assure that specialty
    restoration work meets contract performance criteria.

v.  After contract award, review any Contractor or subcontractor
    substitutions submitted for restoration specialties, applying the
    same requirements established in Sections 00120 and 009\[00\] prior
    to award.

vi. After contract award, review, modify---redesign, if necessary\--and
    document any changes to approved preservation design solutions
    necessary to address unanticipated conditions

ATTACHMENT B

Preservation Report Format

8 ½" X 11" narrative report, with captioned photographs showing existing
conditions, keyed to a location plan (s) showing photo orientation, and
drawings of each preservation design solutions, reduced to 8 ½" X 11"
and bound into report, or, if not legible at 8 ½" X 11", 11" X 17"
foldout or placed in cover pocket.

**Cover:**

Building name, Address, Project title, Project Control Number, Author
(Preservation Architect), Preservation Architect's Signature, and Date
of Submission.

**Executive Summary:**

A.  Scope and purpose of project

B.  Individuals and groups involved: A/E firm, Preservation Consultant,
    GSA Project Officer, Building Manager, GSA Regional Preservation
    Officer or Preservation Program staff reviewer.

**Site Conditions:**

A.  Building and project location

B.  Building size, configuration, materials, conditions.

Include captioned photographs showing existing site and building
conditions at each affected area

**Preservation Design Issues:**

Explain solutions explored, how resolved and why, such as (not
inclusive):

A.  Locating new work/installation: visibility, protection of ornamental
    finishes, cost concerns

B.  Design of new work/installation: address compatibility with existing
    original materials, research on original design (if original
    materials non-extant), materials/finishes chosen

C.  Method of supporting new work/installation

D.  Preservation and protection of historic materials

Include reduced project drawings of site plan, elevations, sections, and
details.

For work on historic building, include restoration specifications for
work requiring restoration specialists; competency of bidder
requirements (Sections 00120 and 009\[00\]).

**Effects:**

Summarize and effects the project will have on the building's
architecturally significant qualities. If there are unavoidable adverse
affects, explain measures proposed to mitigate the negative impact of
changes.

ATTACHMENT C

A/E Design Checklist

Where does the project affect the historic property?

> Exterior
>
> Interior
>
> Exterior
>
> Lobbies/Vestibules
>
> Corridors
>
> Exterior
>
> Stairwells
>
> Elevators
>
> Restrooms
>
> Executive Suites
>
> General Office Space
>
> Utilitarian/Storage Space

Other:

What materials are affected by the project?

Stonework

Brickwork

Bronzework

Architectural Metals

Architectural Concrete

Ornamental Roofing

Woodwork

Ornamental Plaster

Other:

What assemblies are affected by the project?

Windows and Skylights

Doors

Exterior

Interior

Lighting

Other: