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Resolution - 2002-R0414 - Contract For A/E Services Space Planning - Parkhill, Smith & Cooper - 10/10/2002
Resolution No. 2002-R0414 October 10, 2002 Item No. 35 RESOLUTION BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK: THAT the Mayor of the City of Lubbock BE and is hereby authorized and directed to execute for and on behalf of the City of Lubbock, a Contract for A/E services space planning at the City of Lubbock Municipal Building, by and between the City of Lubbock and Parkhill, Smith & Cooper of Lubbock, Texas and related documents. Said Contract is attached hereto and incorporated in this resolution as if fully set forth herein and shall be included in the minutes of the City Council. Passed by the City Council this 10th ATTEST: Rebecca Garza, City Secretary APPROVED AS TO CONTENT: qu�-[/ 1 Victor Kilman, thirchasing Manager APPROVED AS TO FORM: William de Haas Contract Manager/Attorney gs:/ccdocs/Contract-Parkhill,Smith&Cooper. res September 30, 2002 day A Resolution No. 2002—RO414 October 10, 2002 Item No. 35 1997 Edition - Electronic Format AIA Document B151 - 1997 Abbreviated Standard Form of Agreement Between Owner and Architect AGREEMENT made as of the 14tf1' day of bctQb"er in the year (In words, indicate day, month and year) THIS DOCUMENT HAS IMPORTANT LEGAL BETWEEN the Architect's client identified as the Owner: CONSEQUENCES. CONSULTATION WITH AN ATTORNEY /5 ENCOURAGED WITH RESPECT (Name address and otherinformation) Clty Of LUEJQCt TO ITS COMPLETION OR MODIFICATION. P �!,� BO)F� AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AIA DOCUMENT MAY BE MADE L06bod �O 7 BY USING AIA DOCUMENT D401. and the Architect: (Name, address and otherinformation) Parkijl, smith�Ar, X22 �;ith 5tr�e� Lu�oc�C,�Cs /9423 For the following Project: (Include detailed description ofProject) Ail S�ittcor Scelig; at the City afit_uboek 11hun cipal Euidrng The Owner and Architect agree as follows. ARTICLE 1 ARCHITECT'S RESPONSIBILITIES 1.1 The services performed by the Architect, Architect's employees and Architect's consultants shall be as enumerated in Articles 2, 3 and 12. 1.2 The Architect's services shall be performed as expeditiously as is consistent with professional skill and care and the orderly progress of the Project. The Architect shall submit for the Owner's approval a schedule for the performance of the Architect's services which may be adjusted as the Project proceeds. This schedule shall include allowances for periods of time required for the Owner's review and for approval of submissions by authorities having jurisdiction over the Project. Time limits established by this schedule approved by the Owner shall not, except for reasonable cause, be exceeded by the Architect or Owner. t s 1.3 The Architect shall designate $ IVf.nf �s tie:xepresentative authorized to act .. on behalf of the Architect with respect to the Project. '�'�® 1.4 The services covered by this Agreement are subject to the time limitations contained p1997 ASA® in Subparagraph 11.5.1. AIA DOCUMENT B151-1997 ABBREVIATED OWNER -ARCHITECT ARTICLE 2 SCOPE OF ARCHITECT'S BASIC SERVICES AGREEMENT 2.1 DEFINITION The Architect's Basic Services consist of those described in l �ethf serviees identifted in Article 12 -as gait of BasiE 11 ii011 IllCjUC�2$ �e� sfiee © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute 7777itects. R__ep rod uction of Me - material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. The American Institute of Architects 1735 New York Avenue, N.W. Washington, D.C. 20006-5292 MPU2-4 SCHEMATIC DESIGN PHASE �,` 24A�'he nAZ aziseet -&hah reNieN -the meg zumished -by -the 9�er -to a?�� -T4e - W/r-equirements of the Pr-ejee-t a gyral} awe a# -a mutualunderstandixg of suekrequirements- 2.2.2 The Ar-ehiteet shall proAde a prehininary evaluatien of the Owner's pregr-ain, schedule �, and construction budget get r „tom . h in +...,ns oFthe ,.{her- ..1.jee to the limitations se forth in Subpafagr-aPh 5.2-1. 2.2.3 TheMehitee! —Am4 -t ie eP alter -native -approaches -te -de&ign -and - r eentr-tEtien of the PFejeet. THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES. CONSULTATION WITHAN Based Arthe Arh'a1e a t -ATTORNEY /5 ENCOURAGED WITH RESPECT re Ore n.met -� der f the S,,,...:e Design -TO ITS COMPLETION OR MODIFICATION. Documents eensisting ofdr-a-gs a other decumentsillustrating felationship- AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AIA DOCUMENT MAY BE MADE BY USING AIA DOCUMENT D401. v4j7rr.5 The n�-aehitee it4e4he -ap� estimate of r'-cvrrstcuEfion Cost- " . DESIGN DEVELOPMENT PHASE 2-34 Based on the approved SchematiE Design Doetiments and any adjustments authorized ..1L C by the OwTMrie 4*4hepr-egr-am-schedule. or c......tniefie budget, the Aarchiteet ..1...11 prepare, a�I$Vai -� -the } Development acs ung-ef�ra�vi;tgs -arid-et�3er - decu'ifnents -to -& -anddescribe 43e -AzE' -and Aha -aete -of 4he-gi6jeet -as -te -•.,-l�iteeturaiq - meEhanie-a-and ,•leetiicai systemsi . materials -an4 -uueh other elements -as iiia ' -be - 2.3.2 TileA •.z aehiteet�iEl� ad-Aset�22 ONYHer-of-any adjustmentsto t�3e na %l 264 CONSTRUCTION DOCUMENTS PHASE 2-.4.4 Based on approve Design TL.,.vcselopmeirt rDe ., nts a"nd " further- .. thedjti.a.,..eflt. �ie�cope�r quality of the P-rejeet er4n4he�•... construction budge! autberized*4he 9 - (►'�i i :) 4 2 TheA -met assist -the Owne -int -the preparation -e€ Oke necessary ing - • bidding ferms, -the Conditions -e€ -the Contract, -aria -the form -e€ Agreement - betiveen theOVIrm�er-afld Cefntraeten Y." The A ,•• Z -&12A -RtYvise 4he -G'Ytlne -of-any adjustments4o previous F '+r, •-:' ti=nes -ofr•e� -C-est irdiea-ted * ehaxges -iii -of general market - conditions. ®1997 AIA® 2.4.4 TheAr-ehiteet Owner -in eanneefien "':* O $_,.,,s,,,,nsibility F AIA DOCUMENT B151-1997 tPL filing documents required for the approval of governmental auther4ies having jurisdiefien over- ABBREVIATED OWNER -ARCHITECT the Prejeet AGREEMENT The American Institute of Architects BIDDING OR NEGOTIATION PHASE _�(� 1735 New York Avenue, N.W. h'�'� Washington, D.C. 20006-5292 preiimina ewe -of Construction -Cost, assist -the -irt obtaining -bias -Or - negotiated proposals and assist in aNvar-ding and preparing Eentr-aets for constr-u4ion. © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction o t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningb151.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. I a " L ! - liralI &1Ak*d!J11rm6d N 2,64 T4eA�aehi eet's respensibili 4eprovide -BasteSer-v4ees4eF4 a G,••� str-uciien Phase- ,�(' uncle t Agreement ewar-d of. the initial Contract� Gons ...etion . a_ terminates at !he eaflier o issuanee to the ds after- the dateefSubstantial Completion oftheWork 2.6:2L _t he A� hiteLee�t previde �4#e e' et -ler en � -as -set - l - t, vele ai -in-the edition of AIA DOEUment Ami, ---- General Conditions o f -the Ge fi{ -aE !' F 1M_L enstmetivs Lunen -a& -ef 4he -doe -af 4h39 Agreement, n , unless '�{vthen ise -pr-evicted -in -this - Agreeinent. M9difteations fnade -to #lte General Conditions, when adopted -as -pai4 -of 4he - ........ " """` _-1 .- " _1-1 _" ""1 -'- THIS DOCUMENT HAS IMPORTANT LEGAL consistent vith this Agreement or approved in Nffitingbytie i--'eliited, CONSEQUENCES. CONSULTATION WITH AN ATTORNEY 15 ENCOURAGED WITH RESPECT 2.6.3 Duties, responsibilities -acid limitations -o -of 4 -he A fEhitelSt HiiodeF -this - TO !T5 COMPLETION OR MODIFICATION. Paragraph res'rted, fnedifted aextendedwithout written agreement of the- AUTHENTICATION OF THIS ELECTRONICALLY Owner acid A rest Wi## nt of- the r'E)fltraetorNVhiEh consent b -DRAFTED AIA DOCUMENT MAYBE MADE withheld. BY USING AIA DOCUMENT D407. ,] -4 U- -e Afe-h-iteet ..hall be „ representative ,.F 1. ^ra ^..11 .., 1.,:^,. ..,...1 .1+ .it fl lb."W , the ..,..,.r IPA,- ,- he -tile-CentraE-{c-ivt-!''ens rueti.r. Tl,e Areb-it ec, Shall have a �l.efit, t9-ac4 9n43elial€-4�-ke �2i-ffAy o -the extent Agreement t mess 'vthefwise- modined�ritten antendment. . i.,✓_V to -giiard 4 -he bier -al general 4f -the We 4 2.6.6 'lieA� azhitect -Shall repent -to -tile Owner known deviations ffem -tine Cont=ract - �Vf�' Peetimenis -acid from -the most recent Emien 4 -he stetted -lam 4he Contraeton - HeNyeyer-,-the ^,.EhiteEt- L_ iiet-be respen^s�iblle_-for4-he Gcern+aactor.: fiailtkre-tA�_L �4he - a WYtti tIYC re of the ( tr-ae, Tl..etiment � A. 1 •tee �ttitif a4LerlE-i�r-a�ai� requirements �� responsible€er ke A� hitect's negligentaets erseentrelever�r- eharge of and responsible ler aEts er emissions of the Gentraeter, Subeentr-aeter^,- er4keir agents erg or o€ aim ether per -sons -of entities ns perliens-e€-tke-�, ,:: 2L.6-.7 TleArehi4eet-at-all times ka e ss4o-the 1A„'o 44 -in preparation- or- 4- npreparatien- er pregr-ess. Exeept-as�se -nitthis Agreement -or -;hen direE 1_,✓(/ been speeial at4herized, 4he Owne 4 -all efideaver- 4e eommunicate 4he Contractor- the-otigk 4henZ hiteet aboutmgrs arising -eut -el -er r -elating 4e Elie Contract Pectiments. - © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction of the material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. ®1997 AIA® AIA DOCUMENT 8151-1997 ABBREVIATED OWNER -ARCHITECT AGREEMENT The American Institute of Architects 1735 New York Avenue, N.W. Washington, D.C. 20006-5292 "r�, 2.6.9.1 mt., nr.-h rte,-+ s tt reviei1� at3E� Eerti��32�ounts �i2 �i2 r,,cvritfaaEte a31� shall issue yrseei4ifie-ates iii suEh amts. 2.6.9.2 Tlie n _ 4's eei4ifieafion -€et: -payment -eeii «4e -a representation 4e 4he - 8wne , based ei} ke n _ rsevaluation of. the We as provided in Subpar-agr-algh 2.6.5 and on 4he -data comprising -the ''�4ar's-n .� -€ef Payment, 4ha4 -oke We -leas - pfegfeSsed -te 4he 7point indicated -a3 4o, 4he -be54 -of 4he n" 's kiiow4edge, - information and belief-, the quality of the Work is iii accer-jance NMh the Geatfae4 . The fefegeieg -are subjeet4i4 4A -an evakta4ioii-ef4he WeEk f Eonfer-mance- ilx th 4he Contract DOEumentSi#poi2Substantial GoRipletion,-(444A results of subsequeii4 tests - and inspeffieis,4-3449-cvricccivr-Hi3ef ia4ie3Szvi+ra ecD ecuciis -3fi6f49- eonletien, and (4) to specsie qualifications e3Tessed by the lfehi4ee4. THIS DOCUMENT HAS IMPORTANT LEGAL 2.6.9.3 The issuaiwe -o€ -a i- te -ref Paymeiit - iet -13,e -a representation 4hat -the -CONSEQUENCES. CONSULTATION W1TH AN 4 made ex _ ATTORNEY IS ENCOURAGED WITH RESPECT er�a"'�"�`�3as '`��e`-'rsite ������y� �af414y-44he Wer -k,424 feviewedwnst-ruc4iormead methods, techniques, sequenees-Of-TO ITS COMPLETION OR MODIFICATION. Procedures,�d from Sukeiitxaetefs AUTHENTICATIONTHIS ELECTRONICALLY 14 re)4ewed-eepies-4 uisAioiis DRAFTED AIA DOCUMENT MAYBE MADE and ether -data44he def -4e � 4he r'0 -rs �� �` -AgM 40 -BY U51NG AIA DOCUMENT D401. paymeiit, er- (4) ascertained how or- for -what purpose the used money previously paid on aecetifit of the Gentfarst Suin. Iry iv The Aaehiterzt -Shall -haw-auth6f14y -to-fejec4 4ha4 -does -net confer -m -to 4he - l_ V Gont+aet 71oetfr.., nts \AIb.efieyer the A r,-hite,-+ Eoii.:,te fs it iiece .s r.. or ..,t,.:sabl.. the n r,-1.:+ee shall e "" ko- 4e e iresgeE4iei} -ef #es4ii'g -of 4he -in ceer-dance -*ith the - pfe,risiA;v; ofheGon4r-ae4 Peetiments, whether-ef-iiet-sueh Work -is €abfieated, installed -of - completed. iteithef kis author of the A _ehitee4 no -a decision made in geed fai4h- eithef4e ex of tet texefeise s> lek authority shall -give -rise -to -a duty of fespensibili4y-of suppliers,Qe �ffehiiteeet to the Contractor-, Subc-ontraEtors, material and equipment their agents or- employees of other per -sons or entities performing poi4ions of the 3A'o&. r'�4er submittals-suc-h-as limited puEpose of eheEking-€et reasonable -as 4-e cause -ne -delay -iii 4he a4teflF -er-4n 4he activities -4 lie Owmef, Goiitr-aetof of separate ewitraeters, while allo%iiig sufficient time in the AxehiteeWs professiaiial judgment 4o permit adequate r -Mew. die, -of submiaals -is -not eendursted -for 4he - cuaiitities, ef4ofs..'�,g :ns4ruetions €etinsiallation �Per-formanee-e€-equipment-ef- >� ase speei€`tEal stated sequences or procedures. T he Aff-r-h-APH-4-'S approval of a spedfire item shall iiot. indirzate approval of an assembly of which theitem isa eomperten4. s, .A W., .-W J5%i +r" 2.6.12 If professional i sees -oF .-..r+ ioiis -by -a n professional -related 4e - �la� materials -of equipmeiit are sigeeffieal required-44he Go +,.aeter 4her +r.,,.+ nvcuixxcrrcr, Tscmtccrspeei apl3f6pfia4i-liciivixrrarxcc-aiid-deSigiiei'i42fia- 01997 AIA® servicesmust satisfy-. -ShepDre igs-ander s•.bm it4al, related4e4he We designed -of -AIA DOCUMENT BISI-1997 *4he-4esig* prefessional fetained43y4ie Contr-aeter-'hall-beaf-st:tel}� nam -ABBREVIATED OWNER -ARCHITECT +i,,, nr,-1.:+,,,-+ Tl nr t,:+ ,s] -111—„+:+1-A4-, 1...., AGREEMENT 1- - ._ ' `- -___- - -- - - -- -- -"-- -- `-- -- The American Institute of Architects by sursh design professionals. 1735 New York Avenue, N.W. � —L- � The Ar-ehitec shall prepare Chas_,_,., nrdeB and Gons+r.,Etio., Change Directives, ith Washington, D.C. 20006-5292 i supper-ting�entatleii -and -data -if deemed neEessa -by -4he n feh-itect -as provided -iii - Stikpafagr-aphs3 t-.i-and3.3-3, ref oke pr's approval and xeeufien-iii aeeer-daneetke- © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction of t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningb151.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. Gentraet Dectiments, -and -may authorize fniner mages 4n -the We -Hot invoh4ag -an - ,I adjus' -lnex4ensie„ -he rvicxae Time haeonsistent- roith the iTitent ofheG.entraet Documents. 2-6.-14 TheAr-ehiteet Shall eandue inspeetions to de ernzinedateS$f c el- the Owner -for -the S revieNz-aid reeords, w itte-affanties -and related deEunients - required*4- eGORtFaetDocuments ssemhled*4he rem -aeter and Shall issue-a-pxnal- Geftifieate for Payment based upei-a-fmal inspeefien indica4ing h2Work complies ith4he- requirements of the Centmet Deeaments. 2 6 S The Ar-eteet -shall interpret -and deeide tetters c _ �perfernianee -of -the - L „LS/ Owner -and Gomer under -arid -of-,.-the �aet Wits -en �n -THIS DOCUMENT HAS IMPORTANT LEGAL r � des} of eithe Owne r,�aetE)r e e - teet's respense4o—sue requests -be_ CONSEQUENCES. CONSULTATION WITHAN made in wFifing w4hin ai+y time limits agreed upen E)r- ethenvise vAth reasonable promptnes-s. ATTORNEY 15 ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. fnterpre decisions n 1 :+^ + 2 fie intent AUTHENTICATION OF TH15 ELECTRONICALLY 2 t a�3d -the �""e`consistent DRAFTED AIA DOCUMENT MAY BE MADE reasonably l.le F«.,.„+... a ..1...11 b1, F F BY USING AIA DOCUMENT or- in D401. dmvings. When making sueh inter-pretatiens and initial decisions, the Azfehiteet shall endeaver- to secure faithful„^fin -by -beth bier -and Ger, —,hall -net sheN partiality -te - either; and -shall -let -be liable-forresults-of hiter-pr-etatiens-OF ns -se rendered 4n -good - fai4h. ndered4n-geed- faith. t .6. 17 Thenz Meet —,hall render initial decisions -on Vis, disputes -Er ether f-�s 4n - 'V question between -the Owner -acid Gentraeter -as preyided 4n -the Gentr-arst voEuments. - 1 fever -the -es 'a tee+t's deeisiens -onma4ters"^dating 4e aesthetie effect - hall -be Wirral 4 - consistent with the intent expressed in the Gontraet Desuments. ARTICLE 3 ADDITIONAL SERVICES 3.1 GENERAL 3.1.1 The services described in this Article 3 are not included in Basic Services unless so identified in Article 12, and they shall be paid for by the Owner as provided in this Agreement, in addition to the compensation for Basic Services. The services described under Paragraphs 3.2 and 3.4 shall only be provided if authorized or confirmed in writing by the Owner. If services described under Contingent Additional Services in Paragraph 3.3 are required due to �■ circumstances beyond the Architect's control, the Architect shall notify the Owner prior to commencing such services. If the Owner deems that such services described under Paragraph 3.3 are not required, the Owner shall give prompt written notice to the Architect. If the Owner indicates in writing that all or part of such Contingent Additional Services are not required, the. ®r. Architect shall have no obligation to provide those services. 34 PROJECT REPRESENTATION BEYOND BASIC SERVES .i 3 - 01997 AIA® -.20 if more e3aensive-�f�resentatien-A4hesttethan4s iescried � AIA DOCUMENT 8151-1997 -the-e"�-�elliftee-+c one moren„„..^.,,,,.ta4i es Project ---r==-==--__-•==����- ABBREVIATED OWNER -ARCHITECT out sush�additional on site responsibilities. AGREEMENT 32.2 Rrejeet —ahaR h�leeted ,employed andeeted the rehiteetand_ The American Institute of Architects the A,r�eet eempens ther-efe -agree*4he ONme n,. t. The duties,- 1735 New York Avenue, N.W. v ib l:+;^s � Rept-,..^„,eAWe..���� di Washington, D.C. 20006-5292 �� "",-I�releE#- tlie edition ofA!4DoEunienW�3 current as of the ate of this Agreement, unlessethenvise- asreed. © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute ot Architects. Reproduction of 77e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningb151.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 32-3 T theme a the site of suchPr-eject Representatives -,-the net-shall- /(/�4e provided pr-faT4he 9�er against defeets-and a �ies4n4he- 1 _ Wor- , -but -the fumishing -of -such prejeet representation -shall -Pet rnedi€y -the -rights, - responsibilities or ebligmiens of the Ar-Ehiteet as deser-ibed else�vher-e in this Agreement. 3.3 CONTINGENT ADDITIONAL SERVICES 3.3.1 Making revisions in drawings, specifications or other documents when such revisions are: .1 inconsistent with approvals or instructions previously given by the Owner, including revisions made necessary by adjustments in the Owner's program or Project budget; .2 required by the enactment or revision of codes, laws or regulations subsequent to the preparation of such documents; or 3 due to changes required as a result of the Owner's failure to render decisions in a timely manner. 3.3.2 Providing services required because of significant changes in the Project including, but not limited to, size, quality, complexity, the Owner's schedule, or the method of bidding or negotiating and contracting for construction, except for services required under Subparagraph 5.2.5• 3.3.3 Preparing Drawings, Specifications and other documentation. and supporting data, evaluating Contractor's proposals, and providing other services in connection with Change Orders and Construction Change Directives. 3.3.4 Providing services in connection with evaluating substitutions proposed by the Contractor and making subsequent revisions to Drawings, Specifications and other documentation resulting therefrom. 3.3.5 Providing consultation concerning replacement of Work damaged by fire or other cause during construction, and furnishing services required in connection with the replacement of such Work. 3.3.6 Providing services made necessary by the default of the Contractor, by major defects or deficiencies in the Work of the Contractor, or by failure of performance of either the Owner or Contractor under the Contract for Construction. 3.3.7 Providing services in evaluating an extensive number of claims submitted by the Contractor or others in connection with the Work. 3.3.8 Providing services in connection with a public hearing, a dispute resolution proceeding or a legal proceeding except where the Architect is party thereto. 3.3.9 Preparing documents for alternate, separate or sequential bids or providing services in connection with bidding, negotiation or construction prior to the completion of the Construction Documents Phase. 0 Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction o t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. TH15 DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES. CONSULTATION WITH AN ATTORNEY IS ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AJA DOCUMENT MAY BE MADE BY USING AIA DOCUMENT D401. !9r 01997 AIA® AIA DOCUMENT 8151-1997 ABBREVIATED OWNER -ARCHITECT AGREEMENT The American Institute of Architects 1735 New York Avenue, N.W. Washington, D.C. 20006-5292 3.4 OPTIONAL ADDITIONAL SERVICES 3<' asrr Archltcturai,ervles 3.4.1 Providing analyses of the Owner's needs and programming the requirements of the Project. 3.4.2 Providing financial feasibility or other special studies. 3.4.3 Providing planning surveys, site evaluations or comparative studies of prospective sites. 3.4.4 Providing special surveys, environmental studies and submissions required for approvals of governmental authorities or others having jurisdiction over the Project. THI5 DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES. CONSULTATION WITHAN 3.4.5 Providing services relative to future facilities, systems and equipment. ATTORNEY 15 ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. 3.4.6 Providing services to investigate existing conditions or facilities or to make measured AUTHENTICATION OF THIS ELECTRONICALLY drawings thereof. DRAFTED AIA DOCUMENT MAY BE MADE BY U51NG AIA DOCUMENT D401. 3.4.7 Providing services to verify the accuracy of drawings or other information furnished by the Owner. 3.4.8 Providing coordination of construction performed by separate contractors or by the Owner's own forces and coordination of services required in connection with construction performed and equipment supplied by the Owner. 3.4.9 Providing services in connection with the work of a construction manager or separate consultants retained by the Owner. L/ 3.4.10 Providing detailed es � Of hlrl,lfjrl O rob ta, e Construction Cost. 3.4.11 Providing detailed quantity surveys or inventories of material, equipment and labor. 3.4.12 Providing analyses of owning and operating costs. 3.4.13 Providing interior design and other similar services required for or in connection with the selection, procurement or installation of furniture, furnishings and related equipment. 3.4.14 Providing services for planning tenant or rental spaces. jwle� 3.4.15 Making investigations, inventories of materials or equipment, or valuations and detailed appraisals of existing facilities. s A 3.4.16 Preparing a set of reproducible record drawings showing significant changes in the :i Work made during construction based on marked -up prints, drawings and other data furnished ulr� by the Contractor to the Architect. 01997 AIA® 3.4.17 Providing assistance in the utilization of equipment or systems such as testing, AIA DOCUMENT 8151-1997 adjusting and balancing, preparation of operation and maintenance manuals, training ABBREVIATED OWNER -ARCHITECT personnel for operation and maintenance, and consultation during operation. AGREEMENT 3.4.18 Providing services after issuance to the Owner of the final Certificate for Payment, or The American Institute of Architects 1735 New York Avenue, N.W. in the absence of a final Certificate for Payment, more than 6o days after the date of Substantial Washington, D.C. 20006-5292 Completion of the Work. 0 Copyright 1974, 1978, 1977, 1987, 0 1997 by The American Institute of Architects. Reproduction of 79—e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 3.4.19 Providing services of consultants for other than architectural, structural, mechanical and electrical engineering portions of the Project provided as a part of Basic Services. 3.4.20 Providing any other services not otherwise included in this Agreement or not customarily furnished in accordance with generally accepted architectural practice. ARTICLE 4 OWNER'S RESPONSIBILITIES 4.1 The Owner shall provide full information in a timely manner regarding requirements for and limitations on the Project:; inEluding -a men pregram -,.hieh -sliall -set Oke - O 's ebjeet ves,^ stfaints -and .a, including spaEe require ents -and - VIku relationships, dabilit-y, speeial4, systems and -site r-equir-ements.-The Owner shall furnish to the Architect, within 15 days after receipt of a written request, THIS DOCUMENT HAS IMPORTANT LEGAL information necessary and relevant for the Architect to evaluate, give notice of or enforce lien CONSEQUENCES. CONSULTATION WITHAN rights. ATTORNEY IS ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. 44 Theme sl tll establish axdperiodical update alp overall budget thePFejeEt,-AUTHENTICATION OF THIS ELECTRONICALLY ming he censtrtiefieli Ovmer-'s etheF casts and reasonable eenfingencies related DRAFTED AIA DOCUMENT MAY BE MADE to all of these cests BY USING AIA DOCUMENT D401. 4.3 The Owner shall designate a representative authorized to act on the Owner's behalf with respect to the Project. The Owner or such designated representative shall render decisions in a timely manner pertaining to documents submitted by the Architect in order to avoid unreasonable delay in the orderly and sequential progress of the Architect's services. 4.4 The Owner if' It f determlrYecfo 6ieeCe; ``shall furnish surveys to describe physical characteristics, legal limitations and utility locations for the site of the Project,. and a written legal description of the site. The surveys and legal information shall include, as applicable, grades and lines of streets, alleys, pavements and adjoining property and structures; adjacent drainage; rights-of-way, restrictions, easements, encroachments, zoning, deed restrictions, boundaries and contours of the site; locations, dimensions and necessary data with respect to existing buildings, other improvements and trees; and information concerning available utility services and lines, both public and private, above and below grade, including inverts and depths. All the information on the survey shall be referenced to a Project benchmark. 4.5 The Owner shall furnish the services of geotechnical engineers when such services are requested by the Architect. Such services may include but are not limited to test borings, test pits, determinations of soil bearing values, percolation tests, evaluations of hazardous materials, ground corrosion tests and resistivity tests, including necessary operations for anticipating subsoil conditions, with reports and appropriate recommendations. © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction of t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbi5l.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 4.6 The Owner shall furnish the services of consultants other than those designated in Paragraph 4.5 when such services are requested by the Architect and are reasonably required by the scope of the Project. t 4.7 The Owner shall furnish structural, mechanical, and chemical tests; tests for air and water pollution; tests for hazardous materials; and other laboratory and environmental tests, 01997 ATA® inspections and reports required by law or the Contract Documents. AIA DOCUMENT B151-1997 ABBREVIATED OWNER -ARCHITECT 4.8 The Owner shall furnish all legal, accounting and insurance services that may be AGREEMENT necessary at any time for the Project to meet the Owner's needs and interests. Such services shall include auditing services the Owner may require to verify the Contractor's Applications The American Institute of Architects for Payment or to ascertain how or for what purposes the Contractor has used the money paid 1735 New York Avenue, N.W. by or on behalf of the Owner. Washington, D.C. 20006-5292 © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction of t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbi5l.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 4.9 The services, information, surveys and reports required by Paragraphs 4.4 through 4.8 shall be furnished at the Owner's expense, and the Architect shall be entitled to rely upon the accuracy and completeness thereof. 4.10 The Owner shall provide prompt written notice to the Architect if the Owner becomes aware of any fault or defect in the Project, including any errors, omissions or inconsistencies in the Architect's Instruments of Service. ARTICLE 5 CONSTRUCTION COST 5.1 DEFINITION 5.1.1 The Constr tion Cost shall be the total cosi or, to the extent the Project is not completed, the O @j o h"""' le.. cost to the Owner of all elements of the Project designed or specified by the Architect. 5.1.2 The Construction Cost shall include the cost at current market rates of labor and materials furnished by the Owner and equipment designed, specified, selected or specially provided for by the Architect, including the costs of management or supervision of construction or installation provided by a separate construction manager or contractor, plus a reasonable allowance for their overhead and profit. In addition, a reasonable allowance for contingencies shall be included for market conditions at the time of bidding. and for changes in the Work. 5.1.3 Construction Cosi does not include the compensation of the Architect and the Architect's consultants, the costs of the land,. rights-of-way and financing or other costs that are the responsibility of the Owner as provided in Article 4. 5.2 RESPONSIBILITY FOR CONSTRUCTION COST 5.2.1 Evaluations of the Owner's Project bins the preliminary �� O'p111i`(511 H4 I?Tobal(e (of Construction Cost and detailed -.f ppntci of I?abjwConstruction Cost, if any, prepared by the Architect, represent the Architect's judgment as a design professional familiar with the construction industry. It is recognized, however, that neither the Architect nor the Owner has control over the cost of labor, materials or equipment, over the Contractor's methods of determining bid prices, or over competitive bidding, market or negotiating conditions. Accordingly, the Architect cannot and does not warrant or represent that bis or negotiated prices will not vary from the Owner's Project budget or from any Of Ophlooof `Prop e:!Construction Cost or evaluation prepared or agreed to by the Architect. THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES. CONSULTATION WITHAN ATTORNEY 15 ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AIA DOCUMENT MAY BE MADE BY USING AIA DOCUMENT D401. 5.2.2 No fixed limit of Construction Cosi shall be established as a condition of this Agreement by the furnishing, proposal or establishment of a Project budget, unless such fixed °W limit has been agreed upon in writing and signed by the parties hereto. If such a fixed limit has been established, the Architect shall be permitted to include contingencies for design, bidding and price escalation, to determine what materials, equipment, component systems and types of construction are to be included in the Contract Documents, to make reasonable adjustments in ;.V the scope of the Project and to include in the Contract Documents alternate bids as may be necessary to adjust the Construction Cost to the fixed limit. Fixed limits, if any, shall be increased in the amount of an increase in the Contract Sum occurring after execution of the c1997 AIA@ Contract for Construction. AIA DOCUMENT B151-1997 ABBREVIATED OWNER -ARCHITECT 5.2.3 If the Bidding or Negotiation Phase has not commenced within go days after the AGREEMENT Architect submits the Construction Documents to the Owner, any Project budget or fixed limit The American Institute of Architects of Construction Cost shall be adjusted to reflect changes in the general level of prices in the 1735 New York Avenue, N.W. construction industry. Washington, D.C. 20006-5292 1*L_!_.2 If -a €rxedit-ofre� iell Fest (adjusted-aspr-evided-i-n ph -5-2.3- 4exeeeded by the lewest bona fide bid or negotiated proposal, the Owner shalh - © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction ot the material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. W4 give written apPrev-al of an increase iiisuchfixedlimit; A,} („ Q authorizerebidding renn^eg tiating-of the Pr-ejea NyAhim a reasonable time, terminate in aeeerdanee with Paragraph 8:5—or- -- . �� ` j��"�4 Eeeperate -in revising 4he Project seepe -and quality -as required 4e,4e,seduce -the - 1�- Constraetien Cost. If 4he Owner cheeses 4e pr-eeeed under Clause 5.2.4-4, 4he Architect, Nmheu additiona �`r y documents which "hrte`t 49-respensible- TH15 DOCUMENT HAS IMPORTANT LEGAL under hisAgreement as neeessafy to esrriply with he-a,z�it,:cam { 'hedasa eendition.CONSEQUENCES. CONSULTATION WITHAN of this Agreemeni. The modification of sueh doeuments Nvitheut eest to the Owmer shall be the ATTORNEY IS ENCOURAGED WITH RESPECT liinA -of 4he A ` � r"Pensibi 53-5= -The " r hteet -be - TO ITS COMPLETION OR MODIFICATION. entided to eempenseAien in accer-dance with this Agr-eemea4 for- all serviees perfeEffied whether- AUTHENTICATION OF TH15 ELECTRONICALLY or net the Construction Phase .3 commenE DRAFTED AIA DOCUMENT MAY BE MADE BY USING AIA DOCUMENT D401. ARTICLE 6 USE OF ARCHITECT'S INSTRUMENTS OF SERVICE 6.1 Drawings, specifications and other documents, including those in electronic form, prepared by the Architect and the Architect's consultants are Instruments of Service for use solely with respect to this Project. The Architect and the Architect's consultants shall be deemed the authors and owners of their respective Instruments of Service and shall retain all common law, statutory and other reserved rights, including copyrights. 6.2 Upon execution of this Agreement, the Architect grants to the Owner a nonexclusive license to reproduce the Architect's Instruments of Service solely for purposes of constructing, using and maintaining the. Project, provided that the Owner shall comply with all obligations, including prompt payment of all sums when due, under this Agreement. The Architect shall obtain similar nonexclusive licenses from the Architect's consultants consistent with this Agreement. Any termination of this Agreement prior to completion of the Project shall terminate this license. Upon such termination, the Owner shall refrain from making. further reproductions of Instruments of Service and shall return to the Architect within seven days of termination all originals and reproductions in the Owner's possession or control. If and upon the date the Architect is adjudged in default of this Agreement, the foregoing license shall be deemed terminated and replaced by a second, nonexclusive license permitting the Owner to authorize other similarly credentialed design professionals to reproduce and, where permitted by law, to make changes, corrections or additions to the Instruments of Service solely for purposes of completing, using and maintaining the Project. 6.3 Except for the licenses granted in Paragraph 6.2, no other license or right shall be deemed granted or implied under this Agreement. The Owner shall not assign, delegate, sublicense, pledge or otherwise transfer any license granted herein to another party without the 1 ,� prior written agreement of the Architect. However, the Owner shall be permitted to authorize F the Contractor, Subcontractors, Sub -subcontractors and material or equipment suppliers to reproduce applicable portions of the Instruments of Service appropriate to and for use in their execution of the Work by license granted in Paragraph 6.2. Submission or distribution of 1997 AIA® Instruments of Service to meet. official regulatory requirements or for similar purposes in AIA DOCUMENT 6151-1997 connection with the Project is not to be construed as publication in derogation of the reserved ABBREVIATED OWNER -ARCHITECT rights of the Architect and the Architect's consultants. The Owner shall not use the Instruments AGREEMENT of Service for future additions or alterations to this Project or for other projects, unless the Owner obtains the prior written agreement of the Architect and the Architect's consultants. The American Institute of Architects Any unauthorized use of the Instruments of Service shall be at the Owner's sole risk and 1735 New York Avenue, N.W. without liability to the Architect and the Architect's consultants. Washington, D.C. 20006-5292 6.4 Prior to the Architect providing to the Owner any Instruments of Service in electronic form or the Owner providing to the Architect any electronic data for incorporation into the © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Repro uctlon o t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 10 Instruments of Service, the Owner and the Architect shall by separate written agreement set forth the specific conditions governing the format of such Instruments of Service or electronic data, including any special limitations or licenses not otherwise provided in this Agreement. ARTICLE 7 DISPUTE RESOLUTION 7.1 MEDIATION 7.1.1 Any claim, dispute or other matter in question arising out of or related to this Agreement l n ay be subject to mediation as -aims pfeEeden 4o arbitration or the institution of legal or equitable proceedings by either party. If such matter relates to or is the subject of a lien arising out of the Architect's services, the Architect may proceed in accordance with applicable law to comply with the lien notice or filing deadlines prior to resolution of the matter by mediation or by arbitration. V 7.1.2 The Owner and Architect sh&l endeavof-te M09"'Iresolve claims, disputes and other matters in question between them by mediation which, unless the parties mutually agree otherwise, shall be in accordance with the Construction Industry Mediation Rules of the American Arbitration Association currently in effect. Request for mediation shall be filed in writing with the other party to this Agreement and with the American Arbitration Association. The request may be made concurrently with the filing of a demand for arbitration but, in such event, mediation shall proceed in advance of arbitration or legal or equitable proceedings, which shall be stayed pending mediation for a period of 6o days from the date of filing, unless stayed for a longer period by agreement of the parties or court order. 7.1.3 The parties shall share the mediator's fee and any filing fees equally. The mediation shall be held in the place where the Project is located, unless another location is mutually agreed upon. Agreements reached in mediation shall be enforceable as settlement agreements in any court having jurisdiction thereof. W4J/ 7-.2 ARBITRATION 7:24 Any claim,. dispute -or cher matte F -ire question arising -eut -of -of related -te -t#is - Agreement -,hA -be subject 4e ar'�� �en. bier -to 4he parties -shall endeavor- 4o - resolve disputes by mediation in aceer-dance with Paragraph 7+. 7-.2-.2 Claims, disputes -and other matters 4n question bevween -the parties -thiA are -not - �►+�� resefved-byinediatien .deeided-1-4y arbitration which, unless tl3e partiesmuwaly agree - otherwise, -Shall -be -fin-a"cer-danee -with -the �',Zvrrsirructien indust —bitratien -Rules -of -the - Ameri Arbitration Assseeiacion Eurrentlj`4n effeet. demand arbitration tra ion be-f3le4- in "frog -with -the othe> -party -to 4his Agreement -and with -the AmeriEan Arbitration - Asseciatien. THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES. CONSULTATION WITH AN ATTORNEY IS ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. AUTHENTICATION OF TH15 ELECTRONICALLY DRAFTED AIA DOCUMENT MAY BE MADE BY USING AIA DOCUMENT D401. C 7-2-3 A demand -for -Shall -be n}ade within -a rcasenable -t}n3e -aftef 4hhe fir; disputed ether matter -in question&afisen.4n-no event•1,.,..and for- arbitrati be - made after the -date when institution of legal equitable proceedings based -en SuEh elaidispute or other- mauer in question *euld be barred byihe apphEable statute eflimitaliAn';. irr,-z 7-.2-.4 No arbitration arising -et{t -of -or relating -t6 4his Agreemen -shA include; * - I"` eenselidatienjoindei Ai4n-any athQr manner; 3n additional per -so 01997 AIA® this Agreement,alt* w6tten EenseiiTEentaining-a speeifiE " z -o "gr-ee-'^--� �"'-AIA DOCUMENT 8151-1997 and -signed -by -the Owner, Arehiteet, -and -any ether person -of -entity sought -te -be joined. -ABBREVIATED OWNER -ARCHITECT Consent -tem involving an additional per -sell -entity-Shall-net ce; sfittiteEonsent-te- AGREEMENT arbitration -of-any claim, dispute -ef tether rrtatter -in question -net described -in -the :v��en - c^onrscent a per -sen or entity not named or described ther-ein. The foregoing nt t The American Institute of Architects arbitrate ai}d ether agreements �e arbitrate�ith antral per -son -exitj.cans -er ��_ 1735 New York Avenue, N.W. to -W vaffies {}Aereement }si9eeifiea4enfimeeable-iff__a�a ,. }� . 1 1.1 _ Washington, D.C. 20006-5292 O Copyright 1974, 1978, 1977, 1987, O 1997 by The American Institute of Architects. Reproduction of t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 11 7-.2-5 The award z red-by-lhe of it ate erar-bitfaters -final,-a-nd judgment-fnay- 7.3 CLAIMS FOR CONSEQUENTIAL DAMAGES The Architect and Owner waive consequential damages for claims, disputes or other matters in question arising out of or relating to this Agreement. This mutual waiver is applicable, without limitation, to all consequential damages due to either party's termination in accordance with Article 8. ARTICLE 8 TERMINATION OR SUSPENSION 8.1 If the Owner fails to make payments to the Architect in accordance with this Agreement, such failure shall be considered substantial nonperformance and cause for THIS DOCUMENT HAS IMPORTANT LEGAL termination or, at the Architect's option, cause for suspension of performance of services under CONSEQUENCES. CONSULTATION WITHAN this Agreement. If the Architect elects to suspend services, prior to suspension of services, the ATTORNEY IS ENCOURAGED WITH RESPECT Architect shall give seven days' written notice to the Owner. In the event of a suspension of TO ITS COMPLETION OR MODIFICATION. services, the Architect shall have no liability to the Owner for delay or damage caused the AUTHENTICATION OF THIS ELECTRONICALLY Owner because of such suspension of services. Before resuming services, the Architect shall be DRAFTED AIA DOCUMENT MAY BE MADE paid all sums due prior to suspension and any expenses incurred in the interruption and BY USING AIA DOCUMENT D401. resumption of the Architect's services. The Architect's fees for the remaining services and the time schedules shall be equitably adjusted. 8.2 If the Project is suspended by the Owner for more than 30 consecutive days, the Architect shall be compensated for services performed prior to notice of such suspension. When the Project is resumed, the Architect shall be compensated for expenses incurred in the interruption and resumption of the Architect's services. The Architect's fees for the remaining services and the time schedules shall be equitably adjusted. 8.3 If the Project is suspended or the Architect's services are suspended for more than go consecutive days, the Architect may terminate this Agreement by giving not less than seven days' written notice. 8.4 This Agreement may be terminated by either party upon not less than seven days' written notice should the other party fail substantially to perform in accordance with the terms of this Agreement through no fault of the party initiating the termination. 8.5 This Agreement may be terminated by the Owner upon not less than seven days' written notice to the Architect for the Owner's convenience and without cause. 8.6 In the event of termination not the fault of the Architect, the Architect shall be compensated for services performed prior to termination;, tegether -with Reimbursable - �(� DEpenses them due and all Termination &pens<�sa„a..,,,1 in Paragraph r.,uow. tea. 84 Teraninatien -Lenses are -in -addi#ien -#e Eempensatien -fer -the se�= = -o€ -the -,., 1... iiet" C l•t-��..• •r �•�.- �Q/Agr-^,.,.a andd�e� ,:..aly attributable to ter-mxration for- which AacnieEc5- vthc�v8c Y."-a�-aivcFrtheArchitec 's anticipated ua1tle-01997 � AIA® ARTICLE 9 MISCELLANEOUS PROVISIONS AIA DOCUMENT B151-1997 9.1 This Agreement shall be governed by the law of the principal place of business of the ABBREVIATED OWNER -ARCHITECT Architect, unless otherwise provided in Article 12. AGREEMENT 9.2 Terms in this Agreement shall have the same meaning as those in the edition of AIA The American Institute of Architects g g 1735 New York Avenue, N.W. Document A2oi, General Conditions of the Contract for Construction, current as of the date of Washington, D.C. 20006-5292 this Agreement. © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction of t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 12 9.3 Causes of action between the parties to this Agreement pertaining to acts or failures to act shall be deemed to have accrued and the applicable statutes of limitations shall commence to run not later than either the date of Substantial Completion for acts or failures to act occurring prior to Substantial Completion or the date of issuance of the final Certificate for Payment for acts or failures to act occurring after Substantial Completion. In no event shall such statutes of limitations commence to run any later than the date when the Architect's services are substantially completed. 9.4 To the extent damages are covered by property insurance during construction, the Owner and Architect waive all rights against each other and against the contractors, consultants, agents and employees of the other for damages, except such rights as they may have to the proceeds of such insurance as set forth in the edition of AIA Document A2oi, General Conditions of the Contract for Construction, current as of the date of this Agreement. The Owner or the Architect, as appropriate, shall require of the contractors, consultants, agents and employees of any of them similar waivers in favor of the other parties enumerated herein. 9.5 The Owner and Architect, respectively, bind themselves, their partners, successors, assigns and legal representatives to the other party to this Agreement and to the partners, successors, assigns and legal representatives of such other party with respect to all covenants of this Agreement. Neither the Owner nor the Architect shall assign this Agreement without the written consent of the other, except that the Owner may assign this Agreement to an institutional lender providing financing for the Project. In such event, the lender shall assume the Owner's rights and obligations under this Agreement. The Architect shall execute all consents reasonably required to facilitate such assignment. 9.6 This Agreement represents the entire and integrated agreement between the Owner and the Architect and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both. Owner and Architect. 9.7 Nothing contained in this Agreement shall create a contractual relationship with or a cause. of action in favor of a third party against either the Owner or Architect. 9.8 Unless otherwise provided in this Agreement, the Architect and Architect's consultants shall have no responsibility for the discovery, presence, handling, removal or disposal of or exposure of persons to hazardous materials or toxic substances in any form at the Project site. THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES. CONSULTATION WITH AN ATTORNEY IS ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AIA DOCUMENT MAY BE MADE BY USING AIA DOCUMENT D407. 9.9 The Architect shall have the right to include photographic or artistic representations of the design of the Project among the Architect's promotional and professional materials. The ■� Architect shall be given reasonable access to the completed Project to make such representations. However, the Architect's materials shall not include the Owner's confidential or proprietary information if the Owner has previously advised. the Architect in writing of the specific information considered by the Owner to be confidential or proprietary. The Owner 'A shall provide professional credit for the Architect in the Owner's promotional materials for the 15- ..,,w Project. 9.10 If the Owner requests the Architect to execute certificates, the proposed language of 01997 "'^® such certificates shall be submitted to the Architect for review at least 14 days prior to the AIA DOCUMENT B151-1997 requested dates of execution. The Architect shall not be required to execute certificates that ABBREVIATED OWNER -ARCHITECT would require knowledge, services or responsibilities beyond thescope of this Agreement. AGREEMENT ARTICLE 10 PAYMENTS TO THE ARCHITECT The American Institute of Architects 1735 New York Avenue, N.W. 10.1 DIRECT PERSONNEL EXPENSE Washington, D.C. 20006-5292 Direct Personnel Expense is defined as the direct salaries of the Architect's personnel engaged on the Project and the portion of the cost of their mandatory and customary contributions and © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction of t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.ala -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 13 benefits related thereto, such as employment taxes and other statutory employee benefits, insurance, sick leave, holidays, vacations, employee retirement plans and similar contributions. 10.2 REIMBURSABLE EXPENSES 10.2.1 Reimbursable Expenses are in addition to compensation for Basic and Additional Services and include expenses incurred by the Architect and Architect's employees and consultants directly related to the Project, as identified in the following Clauses: 1 transportation in connection with the Project, authorized out-of-town travel and subsistence, and electronic communications; .2 fees paid for securing approval of authorities having jurisdiction over the Project; THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES. CONSULTATION WITH AN .3 reproductions, plots, standard form documents, postage, handling and delivery of ATTORNEY 15 ENCOURAGED WITH RESPECT Instruments of Service; TO ITS COMPLETION OR MODIFICATION. AUTHENTICATION OF TH15 ELECTRONICALLY 1 ,J � expense -of overtime rva ming 4*heP regula motes 4f wed 4H -DRAFTED AIA DOCUMENT MAYBE MADE advance by the Owner; BY U5/NG AIA DOCUMENT D401. .5 renderings, models and mock-ups requested by the Owner; -.6 expense of professional liabilyinsurance dedicated exelusive Pr-ojee-t- the expense of E6ierage limits requested by the Owner- f that fmally e ea F y th A ..-hite,.i and th A 1 '� t' la { xxc / J +amu+an.;- .7 reimbursable expenses as designated in Article 12; .8 other similar direct Project -related expenditures. AzroYrlie� seties, (e}�drlce )l fhe,stt�ufad sll) $a0h: 10.3 PAYMENTS ON ACCOUNT OF BASIC SERVICES 10.3.1 An initial payment as set forth in Paragraph lu.i is the minimum payment under this Agreement. 10.3.2 Subsequent payments for Basic Services shall be made monthly and, where applicable, shall. be in proportion to services performed within each phase of service, on the basis set forth in Subparagraph 11.2.2. 10.3.3 If and to the extent that the time initially established in Subparagraph 11.5.1 of this Agreement is exceeded or extended through no fault of the Architect, compensation for any services rendered during the additional period of time shall be computed in the manner set forth in Subparagraph 11.3.2. 10.3.4 When compensation is based on a percentage of Construction Costand any. portions +sem of the Project are deleted or otherwise not constructed, compensation for those portions of the Project shall be payable to the extent services are performed on those portions, in accordance 01997 AIA® with the schedule set forth in Subparagraph 11.2.2, based on (i) the lowest bona fide bid or AIA DOCUMENT B151-1997 negotiated proposal, or (2) if no such bid or proposal is received, the most recent preliminary ABBREVIATED OWNER -ARCHITECT estimate of Construction Cost or detailed estimate of Construction Cost for such portions of AGREEMENT the Project. The American Institute of Architects 10.4 PAYMENTS ON ACCOUNT OF ADDITIONAL SERVICES 1735 New York Avenue, N.W. Payments on account of the Architect's Additional Services and for Reimbursable Expenses Washington, D.C. 20006-5292 shall be made monthly upon presentation of the Architect's statement of services rendered or expenses incurred. © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction o t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 14 10.5 PAYMENTS WITHHELD No deductions shall be made from the Architect's compensation on account of penalty, liquidated damages or other sums withheld from payments to contractors, or on account of the cost of changes in the Work other than those for which the Architect has been adjudged to be liable. 10.6 ARCHITECT'S ACCOUNTING RECORDS Records of Reimbursable Expenses and expenses pertaining to Additional Services and services performed on the basis of hourly rates or a multiple of Direct Personnel Expense shall be available to the Owner or the Owner's authorized representative at mutually convenient times. ARTICLE 11 BASIS OF COMPENSATION The Owner shall compensate the Architect as follows: W" 11.1 An Initial Payment of 0- Dollars (s ) shall be made upon execution of this Agreement and credited to the Owner's account at final payment. 11.2 BASIC COMPENSATION 11.2.1 For Basic Services, as described in Article 2, and any other services included in Article 12 as part of Basic Services, Basic Compensation shall be computed as follows: (Insert basis of compensation, including stipulated sums, multiples or percentages, and identify phases to which particular methods ofcompensation apply, ifnecessary.) Sl:ipurated sFl of $3`9,872�� 11.2.2 a44rere compensation4s based -err -a stipulated sone per-eenEage -ef•-o�uetien - C,.1.,,...atie Design Phase! - pereent-(---%6) - percents) Bidding or Negotiation Phase! - r,,......F..,.3:,,,. Pt,....,.. percent-�'� - percent n ene ea per-Ee„+ /. e, 11.3 COMPENSATION FOR ADDITIONAL SERVICES 11.3.1 For Project Representation Beyond Basic Services, as described in Paragraph 3.2, compensation shall be computed as follows: fio tie a muualCy.legotiateel slm 11.3.2 For Additional Services of the Architect, as described in Articles 3 and 12, other than (i) Additional Project Representation, as described in Paragraph 3.2, and (2) services included in Article 12 as part of Basic Services, but excluding services of consultants, compensation shall be computed as follows: (Insert basis of compensation, including rates and multiples of Direct Personnel Expense for Principals and employees, and identify Principals and classify employees, ifrequired. Identify specific services to which particular methods ofcompensation apply, tfnecessaiy) $WWW,houTlsr i=a es s he Exhlbl(B 11.3.3 For Additional Services of Consultants, including additional structural, mechanical and electrical engineering services and those provided under Subparagraph 3.4 >y or identified in Article 12 as part of Additional Services, a multiple of oY1 ji,mi0 fwd (1' )_ times the amounts billed to the Architect for such services. (identify specific types ofconsultantsinArticlel2, ifreguired.) 11.4 REIMBURSABLE EXPENSES © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction of the material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbl51.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 15 THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES. CONSULTATION WITH AN ATTORNEY IS ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AIA DOCUMENT MAY BE MADE BY USING AIA DOCUMENT D401. ®1997 AIA® AIA DOCUMENT B151-1997 ABBREVIATED OWNER -ARCHITECT AGREEMENT The American Institute of Architects 1735 New York Avenue, N.W. Washington, D.C. 20006-5292 For Reimbursable Expenses, as described in Paragraph 10 2, and any other items included in Article 12 as Reimbursable Expenses, a multiple of On "°b In"t ," v (1 Q )times the expenses incurred by the Architect, the Architect's employees and consultants directly related to the Project. 11.5 ADDITIONAL PROVISIONS 11.5.1 If the Basic Services covered by this Agreement have not been completed within 9 X 6) months of the date hereof, through no fault of the Architect, extension of the Architect's services beyond that time shall be compensated as provided in Subparagraphs 10.3.3 and 11.3.2. 11.5.2 Payments are due and payable thirfy ( 3O, ) days from the date of the Architect's �2. invoice. Amounts unpaid tilt / ( $) ) days after the invoice date shall bear interest at the rate THIS DOCUMENT HAS IMPORTANT LEGAL entered below, or in the absence thereof at the legal rate prevailing from time to time at the CONSEQUENCES. CONSULTATION WITH AN principal place of business of the Architect. ATTORNEY 15 ENCOURAGED WITH RESPECT (Insert rate ofinterest agreed upon.) TO ITS COMPLETION OR MODIFICATION. AUTHENTICATION OF THIS ELECTRONICALLY (Usury laws and requirements under the Federal Truth in Lending Act, similar state and local consumer credit laws DRAFTED AIA DOCUMENT MAYBE MADE and other regulations at the Owner's and Architect's principal places of husiness, the location of the Project and BY USING AIA DOCUMENT 0401. elsewheremay affect the validity ofthisprovision. Specific legal adviceshould be ohtained with respect to deletions or modifications, and also regarding requirements such as written disclosures or waivers.) 11.5.3 The rates and multiples set forth for Additional Services shall be adjusted in accordance with the normal salary review practices of the Architect. ARTICLE 12 OTHER CONDITIONS OR SERVICES (Insert descriptions of other services, identify Additional Services included within modifications to the payment and compensation terms includedin this Agreement.) Mayor (Printed name and title) OVED 4CNT:��/61 ell Harlan D. Stauger APPR� AS TO FORD J� William de Haas — Contracts Manager/Attorney year firs Basic Compensation and (Printed name and title) ATTEST: LA Rebecca Garza — City Secretary © Copyright 1974, 1978, 1977, 1987, © 1997 by The American Institute of Architects. Reproduction of t e material herein or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will subject the violator to legal prosecution. WARNING: Unlicensed photocopying violates U.S. copyright laws and will subject the violator to legal prosecution. This document was electronically produced with permission of the AIA and can be reproduced in accordance with your license without violation until the date of expiration as noted below. User Document: spaceplanningbi5l.aia -- 9/26/2002. AIA License Number 1015916, which expires on 5/2/2003. 16 01997 AIA® AIA DOCUMENT 8151-1997 ABBREVIATED OWNER -ARCHITECT AGREEMENT The American Institute of Architects 1735 New York Avenue, N.W. Washington, D.C. 20006-5292 r EXHIBIT B PARKHILL, SMITH & COOPER, INC. HOURLY RATE SCHEDULE CURRENT THROUGH DECEMBER 31, 2002 Resolution No. 2002-RO414 PROFESSIONAL LEVEL VII.............................................................139.00 Engineer VII Architect VIII Landscape Architect VIII PROFESSIONAL LEVEL VI..............................................................114.00 Engineer VI Architect VII Landscape Architect VII PROFESSIONAL LEVEL V................................................................ 98.00 Engineer V Architect VI Landscape Architect VI PROFESSIONAL LEVEL IV............................................................... 85.00 Engineer IV Architect V Landscape Architect V PROFESSIONAL LEVEL III............................................................... 76.00 Engineer III Architect IV Interior Designer V Engineering Technologist IV Resident Project Representative IV Landscape Architect IV PROFESSIONAL LEVEL II................................................................ 68.00 Engineer I/II Architect III Interior Designer IV Engineering Technologist III Resident Project Representative III Landscape Architect III PROFESSIONAL LEVEL I................................................................. 64.00 Intern (Architect) I/II Interior Designer III Intern (Interiors) R Engineering Technologist I/II Resident Project Representative I/II CADD Manager V SUPPORT STAFF III ........................................................................ 61.00 Engineering Technician III/IV CADD IV Administrative Secretary III SUPPORT STAFF II......................................................................... 51.00 Accounting Clerk CADD Clerical Engineering Technician I/II Administrative Secretary I / II SUPPORTSTAFF I.......................................................................... 31.00 Accounting Clerk Trainee CADD Trainee Clerical Trainee The foregoing Schedule of Charges is incorporated into the agreement for the services provided, effective January 1, 2002 through December 31, 2002. After December 31, 2002, invoices will reflect the Schedule of Charges currently in effect. Harlan Stauffer Director of Facilities City of Lubbock P.O. Box 2000 Lubbock, TX 79457 Re; Fee Proposal -REVISED Space Planning at City of Lubbock Municipal Building Dear Harlan: Resolution No. 2002—RO414 rk4,L,tA I r f47p5 September 26, 2002 Parkhill, Smith & Cooper, Inc (PSC) appreciated the opportunity to discuss this project in more detail with you, Martha and George. We are delighted at the prospect of assisting you in this study effort and feel that we offer you the benefit of our experience and creativity in investigating options for the city. The challenge of this space plan in your existing building will involve thoughtful consideration based on a depth of experience in office space planning and as well as an understanding of the city departmental functions. We understand that this study requires creativity and sensitivity to your needs as an institution. For your project we have assembled a project team of professionals that are uniquely qualifled to lead your planning effort. Key PSC members of our planning team are: Mary Crites, AIA — Principal and Project Manager, Bill Noonan, AIA — Project Architect, and John DuBard — Designer. Our key members will be involved in your project throughout the entire project time period. Revisions in this letter are highlighted in bold to assist you in your review. Our revised fee is based on our understanding of the project and the desired scope as gleaned through conversations during recent meetings over the last several weeks as well as last Wednesday's phone conversation. OUR UNDERSTANDING OF THE PROJECT EXTENT ■ Space to be studied includes the Basement, ground floor and the second floor of Municipal Building located at 1625 13th Street. Other buildings or space is outside the scope of this project. The City has current CADD floor plans that will be used by PSC as the "base plans" for our study. The building and plans will not be verified or surveyed for accuracy. ■ There are 26 departments to interview and that are impacted by the space plan study. Other departments not currently located within the building will not be a part of the study. ■ The building itself and the mechanical, plumbing and electrical systems are assumed to be in reasonably good condition and assessments of materials, or these systems are not part of this project. A code study of the existing facility will not be performed. MAJOR COMPONENTS OF THIS PROPOSAL ■ Develop Space Standards ■ Determine current Space Allocation ■ Program each departments space needs • Space Plan Scenarios, with budget, schedule and moving impacts explored ■ Interior Graphics and Signage ■ Submittal of Final Deliverables parekholl, Smith coopeea, Inc. Mr. Harlan Stauffer Page 2 September 24, 2002 PSC has developed and submits as part of our proposal, Attachment A - a detailed description of the tasks involved to complete this work as well as our Project Budget Sheet. This is the basis for the proposed fee. Attachment A and the PSC Project Budget sheet describe the anticipated number of meetings and the anticipated amount of time to complete each task. These are useful to convey expectations between PSC and the City of Lubbock as to the effort anticipated to complete this project. Minor variations in tasking, from time effort to the number of meetings can be expected and our fee reflects that. Project progress will be monitored by both PSC and the City. If major changes, significant increase in time effort or number of meetings start to occur then PSC and the City agree to discuss the reasons for the need of such efforts and re- look at the contracted scope and fee. As with any project the number of meetings and the length of time that it takes to complete a project impact both the Owner and the Architect. For this study PSC anticipates 5 %2 days of interviews with the city departments, ten meetings and an eighteen -week schedule. Based on the scope as described in this letter, PSC proposes a Lump Sum Fee of $ 39,872 plus an anticipated $2,200 of reimbursable expenses. Additional axionmetric sketches beyond the 3 included in the proposal can be provided at a cost of $875 per sketch. We look forward to the opportunity to discuss this proposal with you and to move forward with this exciting and challenging new endeavor with the City. Sincerely, PARKHILL, SMITH & COOPER, INC. By /C1, Mary K. ri s, AIA Firm Prihclffial MKC/wmb Enclosures R:\ClericaLAGREE\Lubbock\COLspace-planningMun9-24.doe SPACE PLANNING AT CITY OF LUBBOCK MUNICIPAL BUILDING August 15, 2002- REVISED September 2A6, 2002 (revised scope in bold) ATACHMENT A — Description of Services ■ Determine current Space Allocation PSC has been furnished with CADD plans of the building. PSC will print and utilize these documents as the base plans identifying current rooms, circulation, etc. PSC will not verify the accuracy of the plans, but could do so if requested as an additional scope. PSC will identify by color the current space occupied by the different city departments, and develop a spreadsheet quantifying space usage on these 3 floors. Current net to gross factors will be determined and generally used during the space planning process. PSC will electronically send this to the City for review. Existing workstations will be identified, general size determined, and generally note the likelihood of adaptability. Deliverables: • Scaled floor plan(s) color -coded by existing department use • Spreadsheet listing net space by types of space by department, net to gross space by department, tabulation of current gross space not assigned to a department • Spreadsheet list of workstations by department identifying the size, height & adaptability of each • ONE TRIP TO SURVEY WORK STATIONS Information Gathering Component PSC will meet with the City (recommended that HR department Director attend) and review the common office and work station space sizes currently found in the building. The City will provide to PSC a written listing of city staff positions and identify the comparable equivalent levels of positions that would equate or require similar office space size. The Program Questionnaire that PSC will develop and customize for this project will be reviewed and discussed. This meeting will also serve as a general "Kick-off' meeting for the study. MEETING ONE PSC will meet with the city (recommend one meeting as an "overview" to all of the department heads/ directors that will be subsequently interviewed). At this meeting the "PSC Program Questionnaire" will be distributed to each department for an opportunity to answer questions . The completion of the questionnaire is to be done by the department staff after the meeting and before the departmental interview. MEETING TWO Each of the 26 identified departments will be individually interviewed. The individuals from each department to be interviewed by PSC shall be determined by the City. It is anticipated that the Department Manager/Director and if desired by the City, several key staff per department would be interviewed as a group. The completed departmental questionnaire will be reviewed and discussed at this time. The goal of the meeting is to identify the room/space needs (type of space, quantity and function), level of public accessibility, - and important adjacencies for each department. INTERVIEWS: 5.5 days Deliverables: Sample Questionaire • Competed Questionnaires (completed by the department) ■ Develop Space Standards: Based on the interviews, tours, and information obtained, PSC will then develop a proposed Office Standard Document for review by the City. The development of a "standard" for determining space use/size will be the basis of many decisions during the study and will serve the City as a standard to use for space allocation in the future. PSC will meet with the city to review the Standards, and revise the standards based on meeting input. MEETING THREE Deliverables: List of current common office space sizes • Inclusion of City furnished "equivalent city staff positions" to assist on the assessment of the space standards • Proposed Space Standards ■ Program each departments space needs Based on the space standards, departmental questionnaires, and interviews, PSC will develop a space needs list for each department, and will included the current net to gross factor for a general total space allocation by department. This will be compared against total space per floor. PSC will meet with the City to review the departmental space needs developed, revise based on meeting and remeet. MEETING FOUR and FIVE Deliverables: Draft Space Needs by Department • Revised Space Needs — Room List by Department, gross total space by department, • List identifying departments requiring major public access ■ Interior Graphics and Signage PSC will develop basic circulation graphic concepts that will assist in enabling the public to better "wayfind" services/functions in the building. Preliminary budgets for the concepts will be identified. Deliverables: Several marker sketches of public corridors with new signage/graphics • Preliminary Budget per concept • NO MEETINGS — this work will occur integral with the Space Plan Scenarios described below. ■ Space Plan Scenarios, with budget, schedule and moving impacts explored PSC will overlay space, and adjacency needs on the current floor. Information will be analyzed and circulation routes explored. For the basement and ground floor levels of the building, PSC, will develop 3 different concept scenarios exploring different methods to achieve space utilization, access and needs. In general one concept will explore utilizing as much of the existing layout as possible, second concept will explore a total "gut and start over" option and the third concept will be a combination of reusing existing and partially renovating. For the second floor, PSC will develop 2 different concept scenarios exploring different methods to achieve space utilization, access and needs. In general one concept will explore utilizing as much of the existing layout as possible, and the second concept will be a combination of reusing existing and partially renovating. PSC will evaluate each scenario for the major code upgrades that would be required, impact on mechanical AHU locations/zoning, phasing, moving, possible schedule/timeline and construction budget for the scenario. A color -coded plan identifying departmental locations, access and general level of change required to achieve needs, will be the primary graphic utilized to convey the information. PSC will meet with the City to review the scenarios, and revise and remeet. Based on revised scenarios PSC will meet with the department - directors/managers to gain their input. PSG will then meet with the City to assess input and decide on one concept and revisions to that concept. PSC will revise and remeet. MEETINGS SIX through TEN Deliverables: Concept scenarios each with: Color coded plan, identifying departments and major public and staff circulation routes List of departmental space (SF current, proposed, available per plan), Short description of impacts by codes, MPE systems, moving/phasing, Timeline, Opinion of project budget. • 1 revised scenario ■ Final Deliverables PSC at the completion of the project will provide in a bound volume (3 copies) the pertinent components of the study including: Executive Summary Current occupancy facts, current space plan • Space Standards Department Program Questionnaires (bound as an appendix) Space "Needs List' by Department Space Scenarios — Plans and study evaluation information Selected Scenario — plan and study information including, timeline and budget END IFEE ESTIMATING SHEET PROJECT: SALARY TASK Print city furnished CADD drawings input ea exstg room into database (search by sf, etc) survey exist work stations for adaptability PROGRAMMING & STANDARDS COMPONENT: facililties & ACM level - overview of process meet w/HR - HR to provide list of comparable positions based on comparable positions & exstg office sizes develop proposed "office, standard sizes" develop program questionaire review with facilities & ACM revise group meet all dept hds- expain process, distrib prog questionaire NO ADDED MEETINGS meet with 5 added dept hds/tour dept space/ review w/dept hd their completed questionaire & needed adjacencies/public access identify current sf by dept and dept location in color develop requested space list by room & size@dept review space list with City - 2 mtgs w/facilities revise space list ONE DAY ADDED INTERVIEW TIME NO ADDED MEETINGS SPACE PLAN COMPONENT overlay space and adj requiremnts on plan review and analyze circulation & wayfinding routes develop TWO plan scenarios - reuse AMAP, hybrid code review - each scenario MPE impact considerations @ scenario exstg AHU zones/locations, elect capacity no MPE system assessments Consider phasing & moving impacts (not in detail) cost of moving/temp space etc not included Develop likely project budget per scenario develop NO axiometric sketches, Meet w/Facilities on 2 concepts NO ADDED MEETING revise concepts Remeet w/ Facilities on revised concepts mtg w/ of dept hds to present concepts remeet w/ facilities to assess input revise one concept based on input meet to review NO ADDED MEETING develop final deliverables - I concept FIVE MTGS NO ADDED MEETINGS project management Cori- SpacePlan-2flr JOB NO.: TASK: CATEGORY OF PERSONNEL RATE PER HOUR estimator mpe Ilustrator & ARCH INT DSGN ARCH INT ENG ENG CLERICAL 02 04 06 03 03 18 TOTAL 1 1 2 1 3 1 1 2 FP 01 8 1 2 4 1 1 1 1 Page 1 of 2 4 3 1 81 3' 6 2 1 3 6 8 3 2 1 2 1 4 1 1 5 2 2 1 1 1 1 1 2 1 1 Page 1 of 2 4 3 1 81 3' 6 2 1 3 6 8 3 2 1 1 1 1 1 2 1 1 1 1 1 1 1 1 Page 1 of 2 4 3 1 81 3' 6 2 1 3 6 8 3 2 7 2 3 2 2 1 4 7 Page 2 of 2 FEE ESTIMATING SHEET PROJECT: CofL SpacePlan JOB NO.: TASK: basement & ground Floor SALARY CATEGORY OF PERSONNEL RATE PER HOUR estimator mpe Ilustrator & FP ARCH INT DSGN ARCH INT ENG ENG CLERICAL TASK 01 02 04 06 03 03 18 2 Trips 1 12 4 1 2 TOTAL 3 6 1 4 2 2 4 Print city furnished CADD drawings 5 5 4 2 4 input ea exstg room into database (search by sf, etc) 4 8 4 12 survey exist work stations for adaptability 2 2 8 8 3 16 PROGRAMMING & STANDARDS COMPONENT: 16 8 facililties & ACM level - overview of process 3 3 3 9 meet w/HR - HR to provide list of comparable positions 2 2 based on comparable positions & exstg office sizes 4 12 16 develop proposed "office standard sizes" develop program questionaire 2 1 3 review with facilities & ACM 3 3 revise 1 2 3 group meet all dept hds- expain process 3 3 6 distrib prog questionaire (this assumes that ACM's have explained office standards to the dept hds before mtg) FOUR MTGS meet with dept hds/tour dept space/ review w/dept hd their completed questionaire & needed adjacencies/public access identify current sf by dept and dept location in color develop requested space list by room & size@dept review space list with City - 2 mtgs w/facilities revise space list FOUR & ONE HALF DAYS OF INTERVIEWS PLUS TWO MTGS SPACE PLAN COMPONENT overlay space and adj requiremnts on plan review and analyze circulation & wayfinding routes develop 3 plan scenarios reuse AMAP, gut, hybrid code review - each scenario MPE impact considerations @ scenario exstg AHU zones/locations, elect capacity no MPE system assessments Consider phasing & moving impacts (not in detail) cost of moving/temp space etc not included Develop likely project budget per scenario develop 3 axiometric sketches, 1 per concept, 2 floors Meet w/Facilities on 3 concepts revise concepts Remeet w/ Facilities on revised concepts mtg w/ of dept hds to present concepts remeet w/ facilities to assess input revise one concept based on input meet to review develop final deliverables - I concept FIVE MTGS project management quality review 1 4 8 2 16 4 6 6 1 4 2 1 4 6 8 16 8 2 24 16 1 12 4 1 2 3 6 1 4 2 2 4 5 5 5 2 4 2 4 4 4 4 4 3 3 2 2 4 4 3 3 2 16 8 56 2 4 4 Page 1 of 2 4 36 13 26 12 9 11 32 42 17 8 11 14 10 6 14 80 84 15 8 12 8 6 1 8 21 6 26 56 10 JAYFINDING/GRAPHIC & SIGNAGE COMPONENT based on 1 scenario, develop corresponding circulation graphic/signage wayfinding concepts sketches - one 6 10 16 budgets 2 2 meet on this segment at same time as final space plan NO MTGS - incorporate elsewhere 11BUDGET SUBTOTALS: HOLUARRS/ Trips - 1 117 56 202 78 7 8 1091 57711 Page 2 of 2 EE ESTIMATING SHEET PROJECT: REIMBURSABLES CofL SpacePlan JOB NO.: TASK REIMBURSABLE CONSULTANT COSTS SUBTOTAL 511 STRUCTURAL CONSULTANTS 512 MECH/ELEC CONSULTANTS 513 ENV & CIVIL CONSULTANTS 514 LANDSCAPE CONSULTANTS 515 TESTING CONSULTANTS 516 SURVEYING CONSULTANTS 517 INTERIOR DESIGN CONSULTANTS 518 OTHER CONSULTANTS TOTAL REIMBURSABLE CONSULTANTS REIMBURSABLE EXPENSES 521 TRAVEULODGING MOTEL DAYS @ AIRTRAVEL AIR FARE @ PARKING DAYS @ CAR RENTAL DAYS @ MILEAGE 18 MILES @ $0.345 MEN @ /MANDAY = MEN @ /MAN = /DAY = /DAY @ 24 TRIPS = $149.04 SUBTOTAL $149 522 REPRODUCTIONS BLUELINE PRINTS 6 SEPIA PRINTS PRINTING: ORIGINAL SET-UP COST COST PER SHEET BINDING COST 4 XEROX 1000 SHTS @ SHTS @ ORIGINALS SETS @ SETS @ SHTS @ $2.55 @ 75 SETS = $1,147.50 $8.51 @ SETS = @ $0.15 /ORI. _ $0.08 /SHT @ SHEETS= $2.00 /SET = $8.00 $0.08 IS HT = $80.00 SUBTOTAL $1,236 523 MODEL/RENDERINGS/PHOTOS Shots @ /Shot $50 524 TELEPHONE Calls @ /Call $50 525 MEALS DAYS @ MEN @ /MANDAY 526 FIELD SUPPLIES 528 POSTAGE Mailings @ $0.34 /Mailing 529 PUBLICATIONS & SUBSCRIPTIONS 530 MISC REIMBURSABLE EXP 531 FAX 100 Pages @ $1.00 532 TEMPORARY PERSONNEL 533 DRAFTING SUPPLIES 534 OFFICE SUPPLIES $75 535 CADD HOURS @ /HOUR 536 FIELD EQUIP RENTAL 546 SOFTWARE TOTAL REIMBURSABLE EXPENSES $1,560 Page 1 of 1 EE ESTIMATING SHEET PROJECT: [DIRECTS CofL SpacePlan JOB NO.: TASK: DIRECT CONSULTANT COSTS SUBTOTAL 611 STRUCTURAL CONSULTANTS 612 MECH/ELEC CONSULTANTS 613 ENV & CIVIL CONSULTANTS 614 LANDSCAPE CONSULTANTS 615 TESTING CONSULTANTS 616 SURVEYING CONSULTANTS 617 INTERIOR DESIGN CONSULTANTS 618 OTHER CONSULTANTS TOTAL DIRECT CONSULTANTS DIRECT EXPENSES 621 TRAVEULODGING MOTEL DAYS @ AIR TRAVEL AIR FARE @ PARKING DAYS @ CAR RENTAL DAYS @ MILEAGE MILES @ $0.345 MEN @ MEN @ /DAY /DAY @ /MANDAY /MAN TRIPS = = = = = SUBTOTAL 622 REPRODUCTIONS BLUELINE PRINTS SEPIA PRINTS PRINTING: ORIGINAL SET-UP COST COST PER SHEET BINDING COST XEROX SHTS @ SHTS @ ORIGINALS SETS @ SETS @ SHTS @ $2.55 @ $8.51 @ @ $0.15 /ORI. $0.08 /SHT @ $2.00 /SET $0.08 /SHT SETS = SETS = _ SHEETS= = = SUBTOTAL 623 MODEURENDERINGS/PHOTOS Shots @ /Shot 624 TELEPHONE Calls @ /Call 625 MEALS DAYS @ MEN @ /MANDAY 626 FIELD SUPPLIES 628 POSTAGE Mailings @ /Mailing 629 PUBLICATIONS & SUBSCRIPTIONS 630 MISC DIRECT EXP 631 FAX Pages @ $100 632 TEMPORARY PERSONNEL 633 DRAFTING SUPPLIES 634 OFFICE SUPPLIES 635 CADD 8 HOURS @ !HOUR 636 FIELD EQUIP RENTAL 646 SOFTWARE TOTAL DIRECT EXPENSES=F--s-1-0-011 Page 1 of 1