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FY2007-11 Architectural & Engineering Services for KMS Seismic UpgradeITEM NO. 12.A Kodiak Island Borough AGENDA STATEMENT Meeting of: September 21, 2006 Contract No. FY 2007- 11 RFP# 1 Architectural and Engineering Services for KMS Seismic Upgrade, KHS Library Seismic Upgrade, KHS Gym Seismic Upgrade, KHS/KMS Complex IRMA Roof Upgrade, KHS Learning Center, KHS Exterior Insulation and Window Replacement, KHS Vocational Center Renovation & KHS Pool Reclamation. THIS AGENDA ITEM WAS POSTPONED FROM THE LAST MEETING. Kodiak Island 3.16.020 "Limitation on Manager's Authority' states that a contract exceeding $25,000 requires Assembly approval. The Architectural/Engineering Review Board [ARB], through an RFP process, has selected the firm of Jensen Yorba Lott Inc. of Juneau, Alaska to perform the Services specified in RFP# 1. Funds are in place through voter approved Bonds in the amount of $7,141,648 to accomplish the KHS/KMS Complex IRMA Roof Upgrade, Renovation of the KHS Learning Center, KHS Insulation and Window Replacement, and the KHS Voc-Ed Renovation and Pool Reclamation Projects. The Legislature approved $910,000 for Seismic Upgrades. Grant funds are also pending from FEMA in the amount of $1,000,000 for a PDM -C grant to fund the KMS Seismic Upgrade and $478,000 from an Alaska HMGP award to fund the KHS Library Seismic Upgrade. The Borough Engineering and Facilities Department's Bond Projects Office has negotiated an AIA Standard Form of Agreement Between Owner and Architect for Architectural and Engineering Services in the amount of $733,484 for the above work with an estimated Total Value of $9,268,000. The Borough Engineering and Facilities Department recommends awarding the A&E Design Services contract to Jensen Yorba Lott Inc. FISCAL NOTES ACCOUNT NO. 420 515 452 140 05013 5, 420 515 452 140 05014 5, 420 500 452 140 05015 5, 420 515 452 140 05017 5, 410 523 452 140 05022 4 [❑] N/A Expenditure $ 733,484.00 Amount APPROVAL FOR AGENDA: Manager/c►� RECOMMENDED MOTION: Move to authorize the manager to execute Contract No. FY 2007-11 to Jensen Yorba Lott of Juneau, Alaska in an amount not to exceed $733,484.00. KODIAK ISLAND BOROUGH ENGINEERING/FACILITIES DEPARTMENT 710 Mill Bay Road Kodiak, AK 99615 (907) 486-9341 Phone (907) 486-9394 Fax ksmith(a,kib. co.kodiak. ak.us MEMORANDUM DATE: 8/25/06 O: Rick Gifford FROM: Ken Smith RE: Yorba - A&E Contract for Seismic Upgrades and Various Bond Projects Bond Projects included in this contract and listed below are funded through voter approved Bonds in the amount of $7,141,648 that are in place to accomplish the work. Grant funds are also pending from FEMA in the amount of $1,000,000 for a PDM -C grant to fund the KMS Seismic Upgrade and $478,000 from an Alaska FEMA HMGP award to fund the KHS Library Seismic Upgrade. These grants require a 25% match by the KIB. The Legislature approved $910,000 to fund Seismic Upgrades which will be used to provide the match funds and other seismic upgrades. An additional Alaska FEMA HMGP award to fund the Ouzinkie Seismic Upgrade in the amount of $310,000 is pending but is not included in the scope of this work. The table below shows the allocated budget amounts for each of the projects Project Bond Projects KHS Ext Insul and Window Replacement KHS VocEd Renovation & Pool Reclamation KHS/MS Complex Roof Upgrade KHS Learning Center Renovation subtotal bond projects Seismic Upgrade Projects Design Const Bond Or Budget Budget Budget Amt $ 46,450 $ 334,050 (incl ovr'hd) $ 37,000 $ 521,000 $ 596,020 $ 269,673 $3,790,163 $ 4,840,788 $ 30,000 $ 460,000 $ 523,504 $ 77,500 $ 969,000 $ 1,181,336 $ 414,173 $5,740,163 $ 7,141, 648 KMS Seismic Upgrade $ 125,151 $ 985,441 $ 1,251,510 KHS Library Wing Seismic Upgrade $ 46,450 $ 334,050 $ 464,500 KHS Gym Seismic Upgrade $ 41,030 $ 308,500 $ 410,300 subtotal seismic upgrades $212,631 $1,627,991 $ 2,126, 310 Total $ 626,804 $7,368,154 $ 9,267,958 Reimbursable Expenses $ 40,000 Contingency (10 %) $ 66,680 Total Design Budget $ 733,484 CADocuments and Settings\bcassidy\Local Settings\Temporary Internet Fi1es\0LK1066\Memo Re Yorba Contract 060825.doc NOTICE TO PROCEED KODIAK ISLAND BOROUGH 710 MILL BAY ROAD KODIAK, AK 99615-6398 TO: Jensen Yorba Lott Inc. 522 West 10th Street Juneau, Alaska 99801 Project: Architectural and Engineering Services for KMS Seismic Upgrade, KHS Library Seismic Upgrade, KHS Gym Seismic Upgrade, KHS/KMS Complex IRMA Roof Upgrade, KHS Learning Center, KHS Exterior Insulation and Window Replacement, KHS Vocational Center Renovation and KHS Pool Reclamation Contract No.: 2007-11 Amount of Contract Not to Exceed $733,484.00 You are hereby notified to commence work on the referenced contract upon receipt of this Notice to Proceed and to fully complete all of the work as per the contract. Dated this day of October 2006. p � By: q'L Rick L. ifford Borou Manager ATTEST:— �� ti�� ' hbk Nova M. Javier, CMC Borough Clerk \\dove\Departments\EF\Capital Projects\Bond Issue\Projects\RFP#I\Notice to Proceed.doc Page 1 of 2 ACCEPTANCE OF NOTICE Receipt of the foregoing Notice to Proceed is hereby acknowledged By: This day of October 2006 By: Title: \\dove\Departments\EF\Capital Projects\Bond Issue\Projects\RFP#I\Notice to Proceed.doc Page 2 of 2 Vol. FY2007, No.6 Published Bi -Monthly September 22, 2006 At its Regular Meeting of September 21, 2006, the Kodiak Island Borough Assembly Took the Following Actions: AMENDED, ADOPTED Ordinance No. FY2007-06 Amending Title 3 Revenue and Finance Chapter 3.30 Transient Accommodations Tax to Provide for Collection that is More Efficient. ADOPTED Ordinance No. FY2007-07 Amending the First Paragraph of Section 203 of the Personnel Rules and Regulations. ADOPTED Ordinance No. FY2007-08 Amending Kodiak Island Borough Code of Ordinances Title 17 Zoning Chapters 17.03, 17.06, 17.12, 17.13, 17.15 — 17.20, 17.22, and 17.57 for Transient Accommodations. ADOPTED Ordinance No. FY2007-01A Amending Ordinance No. FY2007-01 Fiscal Year 2007 Budget by Accepting and Appropriating a State Grant in the Amount of $301,318 for the Seismic Retrofit of the Ouzinkie School Foundation. AUTHORIZED the Manager to Execute Contract No. FY2007-11 to Jensen Yorba and Lott of Juneau, Alaska in an Amount Not to Exceed $733,484. FAILED to approve Finance Department's Request to Refund the tax Collected and Related Expenses to the Tax Payer for Taxes Paid Under Protest Per AS29.45.500(A). RECONSIDERED, ADVANCED Ordinance No. FY2007-09 Authorizing an Amendment to the Borough's Participation Agreement With the Public Employees Retirement System (PERS) of Alaska and to Change the Borough Code of Ordinances to Exclude Participation of Elected Officials to Public Hearing on October 5, 2006. ADVANCED Ordinance No. FY2006-09A Amending Kodiak Island Borough Code of Ordinances Title 3 Revenue and Finance Chapter 3.32 Motor Vehicle Registration Tax By Adding Section 3.32.040 Annual Fee Imposed on Commercial Plates to Public Hearing on October 5, 2006. ADVANCED Ordinance No. FY2007-01 B Amending Ordinance No. FY2007-01 Fiscal Year 2007 Budget by Accepting and Appropriate State Legislative Grants for the Main Elementary School Playground Equipment, Proposed ADF&G Near Island Facility, Island Lake Trail Upgrade, School Facilities Seismic Repairs and Upgrades, and Tsunami Sirens, Upgrades, Replacements, Additions to Public Hearing on October 5, 2006. ADVANCED Ordinance No. FY2007-01 C Amending Ordinance No. Fy2007-01 Fiscal Year 2007 Budget by Accepting and Appropriating a State Grant in the Amount of $455,000 for the Seismic Retrofit of the Kodiak High School Library Wing to Public Hearing on October 5, 2006. APPOINTED Marian Johnson for a term to expire 2007 and Norman Sutliff for a Term to Expire 2008 to the Mission Lake Tide Gate Service Area Board. APPROVED the Regular Municipal Election Workers as Submitted by the Borough Election Supervisor. Minutes of this and other assembly meetings as well as copies of agenda items are available at the Borough Clerk's Office. The next regular meeting of the Kodiak Island Borough Assembly is scheduled on THURSDAY, October 5, 2006 at 7:30 p.m. in the Borough Assembly Chambers. I IwAIA Document B141"a — 1997 Part E Standard Form of Agreement Between Owner and Architect with Standard Form of Architect's Services TABLE OF ARTICLES 1.1 INITIAL INFORMATION 1.2 RESPONSIBILITIES OF THE PARTIES 1.3 TERMS AND CONDITIONS 1.4 SCOPE OF SERVICES AND OTHER SPECIAL TERMS AND CONDITIONS 1-5 COMPENSATION Y* &C-7DWZ AGREEMENT made asof the /-0 day o r in the year 2006 On wordy, indicate day, month and }ear) i�� BETWEEN the Architect's client identified as the Owner: (Vixte, address and other information) Kodiak Island Borough 710 Mill Bay Road Kodiak, Alaska, 99615-6398 Tel Number: (907) 486-9349 Fax Number: (907) 486-9394 and the Architect: (Nante, address and other information) Jenscii Yorba Lott, Inc 522 W. 10" Street Juneau, Alaska 99801 (907) 789 4520 For the following Project: Unclude detailed description of Project) KHS/MS Seismic Upgrades & Various Bond Projects Kodiak, Alaska The Owner and Architect agree as follows: ADDITIONS AND DELETIONS: The author of this document has added information needed for its completion. The author may also have revised the text of the original AIA standard form. An Additions and Deletions Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed, A vertical line in the left margin of this document indicates where the author has added necessary information and where the author has added to or deleted from the original AIA text, This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification, AIA Docurnent8141 "A —1997 Part 1. Copyright a 1917, 1926, 1948, 1951, 1953, 1958, 1961, 1963,1%6,1967, 1970, 1974,1977,1987 arid 1997 by The American Institute of Architects. A" rights reserved. WARNING: This Ale Document Is Protected by U.S, Copyright Low and International Treaties. Unauthorized reproduction or distribution of this A10 Document, or any portion of It may result In severe civil and erliminall penalties, and will be prosecuted to the maximum extent possible under the low. This document was produced by AIA software at 07:4216 on OW1 212006 under Order No. 1000224710_,1 which expires on 6f29l2007, and is not for resale, User Notes: (1374607132) ARTICLE 1.1 INITIAL INFORMATION § 1.1.1 This Agreement is based on the following information and assumptions. (iYule the disposition for lheJ61lowing items by y inserting the requested information or a statement such as "not applicable, " "unknown tit lintre of execution" or "to be determined later by mutual agreement. ") 1.1.2 PROJECT PARAMETERS 1.1.2.1 The objective or use is: (Identify or describe, if appropriate, proposed use or goals.) Renovation and expansion of existing school facilities at the Kodiak High School/Middle School campus, 720 Mill Bay Road to include. KMS Seismic Upgrade • KFIS Library Seismic Upgrade • KHS Gym Seismic Upgrade KHS/KMS Complex IRMA Roof Upgrade KHS Learning Center • KHS Exterior Insulation and Window Replacement • KHS Vocational Center Renovation & KHS Pool Reclamation § '1121 The physical parameters,": (Identify or describe, if appropriate, size, location, dimensions, or other pertinent information, such as geotechnical reports about the site.) As defined in the Request for Proposal and KIB supplied drawings § 1.1.2.3 The Owner's Program is: (Identify documentation or state the manner in which the program will be developed.) As defined in the Request for Proposal, project agreements between DEED and KIB, and between FEMA and KIB § 1.1.2.4 The legal parameters are: (Identify pertinent legal information, including, if appropriate, land surveys and legal descriptions (aid restrictions 0J,the site.) 1.1.2.5 The financial parameters are as follows. I Amount of the Owner's overall budget for the Project, including the Architect's compensation, is: Shown in Article 1.5.1 .2 Amount of the Owner's budget for the Cost of the Work, excluding the Architect's compensation, is: Shown in Article 15, 1 11.2.6 The time parameters are: (identify, if appropriate, milestone dates, durations or fast track scheduling.) To be determined using KIB supplied schedule as a guide § 1A.2,7 The proposed procurement or delivery method for the Project is: (Identify method such as competitive bid, negotiated contract, or consiructioir management.) Competitive Bid § 1.1.2.8 Other parameters are: (Identify special characteristics or needs ol'the Project such as energy, environmental or historic preservation requirements.) None AIA Document 8141Tm-1997 Pon f. Copyright 0 1917, 1926, 1948, 1951, 195311958,1961,1963,1966, 1967, 1970, 1974, t977,1987 and 1997 by The American Institute of Architects. All rights reserved. WARNING: This A10 Document Is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AtO Document, or any portion of It, may result in severer civil and criminal pens", and will be 2 prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 07:4216 on 09112/2006 under Order No1 0002247 1 0--1 which expires on 612912007, and is not for resale. User Notes: (1374607132) 1.1.3 PROJECT TEAM 1.13.1 The Owner's Designated Representative is: (List name, address and other information,) Kenneth W, Smith, P.E. Project Manager Engineering /Facilities Dept Kodiak Island Borough 710 Mill Bay Road Kodiak, Alaska 99615-6398 Phone: (907) 486-9341 Fax: (907) 486-9394 Email: ksmith@k-ib.co,kodiak.ak.us 1.1.3.2 The persons or entities. in addition to the Owner's Designated Representative, who are required to review C, the Architect's submittals to the Owner are: (List name, address and other inj6rination.) KIB Architectural Review Board KIB School District Alaska Dept of Education & Early Development FEMA (verify) § 1.1.33 The Owner's other consultant,; and contractors are: (List discipline and, if known, identif y them ky name and address,) None § 1.1.3.4 The Architect's Designated Representative is: (List name, address and other information.) Tony Yorba Jensen Yorba Lott, Inc 522 W. 10d`Street Juneau, Alaska 99801. 907 789 4520 1.1.3.5 The consultants retained at the Architect's expense are: (List discipline and, il'known, identify them by name and address.) Peratrovich Nottingham acid Drage'. Structural Engineering. 3220 Hospital Drive, Juneau, Alaska, 99801 RSA Inc.; Mechanical and Electrical Engineering: 2522 Arctic Blvd, Anchorage, Alaska, 99503 HIMS, Inc; Cost Estimating; 4103 Minnesota Drive, Anchorage, Alaska 99503 Carson Dorn Inc; Environmental Engineering; 712 W 12Th Street, Juneau, Alaska, 99801 § 1.1.4 Other important initial information is: § 1.1.5 When the services under this Agreement include contract administration services, the General Conditions of the Contract for Construction shall be the edition of ATA Document A201 current as of the date of this Agreement, or as follows: AIA00cument 8141Tm- 1997 Part 1. Copyright c) 1917,19M 1948, 1951, 1953, 1958, 1961, 1963,1966.196-7,1970, 1974, 1977, 1987 and 1997 by The American Institute of Architects. All riots reserved. WARNING: This AlAs Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this A10 Document, or any portion of It may result in severe Civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law, This document was produced by AIA software at 07A216 on 09,11 2JM under Order No. 1000224710_1 which e)Ores on 6/29/2007, and is not for resale. User Notes. (1374607132) tuid as negotiated, (attached) § 1.1.6'T'he information contained in this Article 1.1 may be reasonably relied upon by the Owner and Architect in determining the Architect's compensation. Both parties, however, recognize that such information may change and in that event, the Owner and the Architect shall negotiate appropriate adjustments in schedule, compensation and Change in Services in accordance with Section 1.3.3. ARTICLE 1.2 REPONSISILITIES OF THE PARTIES § 1.2.1 The Owner and the Architect shall cooperate with one another to fulfill their respective obligations under this Agreement. Both parties shall endeavor to maintain good working relationships among all members of the Project team. 1.2.2 OWNER 1.2.2.1 Unless otherwise provided under this Agreement, the Owner shalt provide full information in a timely manner regarding requirements for and limitations oil the Project. The Owner shall furnish to the Architect, within 15 days after receipt of a written request, inforl-nation necessary and relevant for the Architect to evaluate, give notice of or enforce lien rights, § 12.2.2 The Owner shall periodically update the budget for the Project, including that- portion allocated for the Cost of the Work. The Owner shall not significantly increase or decrease the over-all budget, the portion of the budget allocated for the Cost of the Work, or contingencies included in the overall budget or a portion of the budget, without the agreement of the Architect to a corresponding change in the Project scope and quality. § 1.2.2.3 The Owner's Designated Representative identified in Section 1. 1.3 shall be authorized to ,let on the Owner's behalf with respect to the Project. The Owner or the Owner's Designated Representative shall render decisions in a timely manner pertaining to docurnents submitted by the Architect in order to avoid unreasonable delay in the orderly and sequential progress of the Architect's service,,,,. § 1.224 The Owner shall furnish the services of consultants other than those designated in Section 1. 1.3 or authorize the Architect to furnish them as a Change in Services when such services are requested by the Architect and are reasonably required by the scope of the Project. § 1.2.2.5 Unless otherwise provided in this Agreement, the Owner shall furnish tests, inspections and reports required by law or the Contract Documents, such as structural, mechanical, and chemical tests, tests for air and water pollution, and tests for hazardous materials. § 1.226 The Owner• shall furnish all legal, insurance and accounting services, including auditing services, that may In reasonably necessary at any time for the Project to meet the Owner's needs and interests, § 1.2.2.7 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. 1.2.3 ARCHITECT 1.2.3.1 The services performed by the Architect, Architect's employees and Architect's consultants shall be as enumerated in Article 1.4. § 1.2.3.2 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 initially shall be consistent with the time periods established in Section 1.1.2.6 and which shall be adjusted, if necessary, its the Project proceeds, This schedule shall include allowances for periods of time required for the Owner's review, for the performance of the Owner's consultants, 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. § 1.2.3.3 The Architect's Designated Representative identified in Section I . 1.3 shall be authorized to act on the Architect's behalf with respect to the Project. AIA Doct"ent8141Tu —1897 Part 1. Copyright 0 1917, 1926, 1948, 1951, 1953,1958,1961,1963,1966,1967,1970, 1974, 1977, 1987 and 1991 by The American institute of Architects. All rights reserved. WARNING: This AIA* Document is protected by U.B. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA' Document, or any portion of It may result in severe civil and criminal penalties, and will be PrOSeCtIlled to the Maximum Went possible under the law. This document was produced by AIA software at 07:42:16 on 09/12/2006 under Order No.10002247101 which expires on 6129/20(17, and is not for resale. User Notes, (1374607132) § 1.2.3.41'he Architect shall maintain the confidentiality of information specifically designated as confidential by the Owner, unless withholding such. information would violate the law. create the risk of significant harm to the public or prevent the Architect from establishing a claim or defense in anadjudicatory proceeding. The Architect shall require of the Architect's consultants similar agreements to maintain the confidentiality of information specifically designated as confidential by the Owner. § 1.2.3.5 Except with the Owner's knowledge and consent, the Architect shall not engage in any activity, or accept any employment, interest or contribution that would reasonably appear to compromise the Architect's professional judgment with respect to this Project. § 1.2.3.6 The Architect shall review laws, codes, and regulations applicable to the Architect's services. The Architect shall respond in the design of the Project to requirements imposed, by governmental authorities having jurisdiction over the Project. § 1.2.3.7 The Architect shall be entitled to rely on the accuracy and completeness of services and information furnished by the Owner. The Architect shall provide prompt written notice to the Owner if the Architect becomes aware of any errors, omissions or inconsistencies in such services or information. ARTICLE 1.3 TERMS AND CONDITIONS § 1.3.1 COST OF THE WORK § 1,31.1 The Cost of the Work shall be the total cost or, to the extent the Project is not completed, the estimated cost to the Owner of all elements of the Project designed or specified by the Architect. § 1.3.1.2 The Cost of the Work 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. § 1.3.1.3 The Cost of the Work 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. § 1.3.2 INSTRUMENTS OF SERVICE § 1.3,2A 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. 1.3.2.2 Upon execution of this Agreement, the Architect grants to the Owner a nonexclusive licens-e to reproduce the Architect's Instruments of Service solely for purposes of constructing, using and maintaining the Project, provide -d 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. § 1.31-3 Except for the licenses granted in Section 1.3.2.2, no other license or right shall be deemed granted or implied under this Agreement. The Owner shall notivssign, delegate, sublicense, pledge or otherwise transfer any license granted herein to another party without the prior written agreement. of the Architect. However, the Owner shall be permitted to authorize 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 Section 1.322, Submission or distribution of Instruments of Service to meet AIA Document 8141T" -1997 Part 1. Copyright 91917, t926, 1948,1951,1953, 1958, 1961, 1963, 1966,1967, 1970, 1974,1977.1987 and 1997 by The American Instdole of Architects. All rights reserved. WARNING: This AIO Document Is protected by U.S. Copyright Law and International Trestles. Unauthorized reproduction or distribution of this A10 Document, or any portion of it, may result in severe civil and criminal penattles, and wig be prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 07:42:16 on w1=006 under Order No.10002247101 which expires on 6129;'2007, and is not lor resale. User Notes: (1374607132] official regulatory requirements or for similar purposes in connection with the Project is not to be construed as publication in derogation of the reserved rights of the Architect and the Architect's consultants. "Che Owner shall have full use of the Instruments of Service for future additions or alterations to this Project. Any future use of the Instruments, of Service shall be at the Owner's sole risk and without liability to the Architect and the Architect's consultants, § 1.3.2.4 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 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. Architect shall provide Instruments of Service in electronic format. Notwithstanding such an agreement, drawings shall be provided in: 111 Autocad 2004 "dwg" format and shall include all associated page setup and plot style tables, fonts, and referenced drawings as applicable and [21 Drawings, calculations & specifications shall be provided in Adobe Acrobat (PDF 14 or above) format, 1.3.3 CHANGE IN SERVICES 1.3.3.1 Change in Services of the Architect, including services required of the Architect's consultants, may be accomplished after execution of this Agreement, without invalidating the Agreement, if mutually agreed in writing, if required by circumstances beyond the Architect's control, or if the Architect's services are affected as described in Section 1.3.3.2, In the absence of mutual agreement in writing, the Architect shall notify the Owner prior to providing such services. Ifthe Owner deems that all or a part of such Change in Services is not required, the Owiier shall give prompt written notice to the Architect, and the Architect shall have no obligation to provide those services. Except for a change due to the fault of the Architect, Change in Services of the Architect shall entitle the Architect to an adjustment in compensation pursuant to Section 1.5.2, and to any Reimbursable Expenses described in Section 1.3.9.2 and Section 1.5.5. The Owner reserves the express right to cancel any of the Projects included in Sectioni.1.2.1, If a Project is cancelled, the Architect shall be compensated for any time or material costs expended up to and including the time the Owner cancels that project. There shall be no further compensation to the Architect for that work. 1.3.3.2 if any of the following circumstances affect the Architect's services for the Project, the Architect shall be entitled to an appropriate adjustment in the Architect's schedule and compensation: change in the instructions or approvals given by the Owner that necessitate revisions in Instruments of Service; enactment or revision of codes, laws or regulations or official interpretations which necessitate changes to previously prepared Instruments of Service; decisions of the Owner not rendered in a timely manner; significant change in the Project including, but not limited to, size, quality, complexity, the Owner's schedule or budget, or procurement method; failure of performance on the part of the Owner or the Owner's consultants or contractors,; preparation for and attendance at a public hearing, a dispute resolution proceeding or a legal proceeding except where the Architect is party thereto; change in the information contained in Article 1.1. 1.3.4 MEDIATION 1.3.4.1 Any claim, dispute or other natter in question arising out of or related to this Agreement shall be subject to mediation as a condition precedent to 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. § 1.3.4.2 The Owner and Architect shall endeavor to resolve 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 AIA Document SHIM - 1997 Part 1. Copyright 01917,1926,1948,195t,1953,1958,1961,1963,1966,1967,1970, 1974,t977. l9a7and 1997bythe American Institute olArchitects. Aft rights reserved. WARNING. This AIA* Document is prollectitid by U.S. Copyright Law and International Treaties, Unauthortmd reproduction or distribution of this AIA* Document, or any portion of it, may result In severe civil and criminal penalties, and wig be prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 07:42:16 on 091122006 under Order NoA0002247I0_I which expires on 6129/2007, and is not for resale. User Notes- (1374607132) advance of arbitration or legal or equitable proceedings, which shall be stayed pending mediation for a period of 60 days from the (late of filing, unless stayed for a longer period by agreement of the parties or court order. 1.3.4.3 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. 1.3.5 ARBITRATION 1.3.6.1 Any claim, dispute or other matter in question arising out of or related to this Agreement shall be subject to arbitration. Prior to arbitration, the parties shall endeavor to resolve disputes by mediation in accordance with Section 1.3.4. § 1.3.5.2 Claims, disputes kind other matters in question between the parties that are not resolved by mediation shall be decided by arbitration which, unless the parties mutually agree otherwise, ,hall be in accordance with the Construction Industry Arbitration Rules of the American Arbitration Association currently in effect, The demand for arbitration shall be filed in writing with the other party to this Agreement and with the; American Arbitration Association, 1.3.5.3 A demand for arbitration shall be made within a reasonable time after the claim, dispate or other matter in question has arisen. In no event shall the demand for arbitration be made after the date when institution of legal or equitable proceedings based on such claim, dispute or other matter in question would be barred by the applicable statute of limitations. § 1.3.5.4 No arbitration arising out of or relating to this Agreement shall include, by consolidation or joinder or in any other manner, an additional person or entity not a party to this Agreement, except by written consent containing a specific reference to this Agreement and signed by the Owner, Architect, and any other person or entity sought to be joined. Consentto arbitration involving an additional person or entity shall not constitute consent to arbitration of any claim, dispute or other matter in question not described in the written consent or with a person or entity not named or described therein, The foregoing agreement to arbitrate and other agreements to arbitrate with an additional person or entity duly consented to by parties to this Agreement shall be specifically enforceable in accordance with applicable law in any court having jurisdiction thereof. Despite the language of Section 13.5.4, either party may Include the Contractor in any arbitration arising out of this Agreement to the extent allowed by the Contract for Construction. $ 1.3.5.5 The award tendered by the arbitrator or arbitrators shall be final, and judgment may be entered upon it in accordance with applicable law in any court having jurisdiction thereof. § 1.3.6 CLAIMS FOR CONSEQUENTIAL DAMAGES The Architect and the 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 Section 1.3-8. 1.3.7 MISCELLANEOUS PROVISIONS 1.3.71 This Agreement ,hall be governed by the law of the principal place of'business of the Architect, unless otherwise proAded in Section 1.4.2. § 1.3.7.2 Terms in this Agreement shall have the same meaning as those in the edition of AIA Mcument A201, General Conditions of the Contract for Construction, current as of the date of this Agreement. § 1.3.7.3 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 ftirifures, 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. AIA Dorument B141 TN —1997 Part I. Copyright 01917, ISM 1945, 1951, 1963, 1958, 1961, 1963, 1966.1967,1970, 1974,1977,1987and 1997 by The American Institute of Architects. All rights reserved. WARNING, This AlAe Document Is protected by U.S. Copyright Law and International Treaties, Unauthorised reproduction or distribution of this Ate Document, or any portion of It, may result in severe civil sod criminal penalties, and will be prosecuted to the maximum extent possible under the low. This document was oroduced by AIA software at 07.42:16 on 09IM2006 under Order NoA 0002247101 which expires on 6129/2007, and is not for resale, User Notes: (1374607132) § 1.3-7.4 To the extent damages are covered by property insurance during construction, the Owner and the 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 ALA Document A201, 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. 11.3.7.5 Nothing contained in this Agreement shall create a contractual relationship with or a cause of action in favor of I third party against either the Owner or Architect. § 1.3.7.6 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. § 1.3.7.7 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 shall provide professional credit for the Architect in the Owner's promotional materials for the Project. § 1.3.7.8 If the Owner requests the Architect to execute certificates, the proposed language of such certificates shall be submitted to the Architect for review at least 14 days prior to the requested dates of execution. The Architect shall not be required to execute certificates that would require knowledge, services or responsibilities beyond the scope of this Agreement. § 1.3.7.9 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 tinder this Agreement, The Architect shall execute all consents reasonably required to facilitate such assignment. § 1.3.8 TERMINATION OR SUSPENSION § 1.3.8.1 If the Owner fails to make payments to the Architect in accordance with this Agreeme=nt, such failure shall be considered substantial nonperformance and cause for termination or, at the Architect's option, cause for suspension of performance of services under this Agreement. If the Architect elects to suspend services, prior to suspension of services, the Architect shall give seven days' written notice to the Owner, In the event of a suspension of services, the Architect shall have no liability to the Owner for delay or damage caused the Owner because of such suspension of services. Before resuming services, the Architect shall be paid aJI sums due prior to suspension and any expenses incurred in the interruption and resumption of the Architect's services, The Architect's fees for the remaining services and the timeschedule.% shall he equitably adjusted, § 1.3.8.2 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. § 1.3.0.3 If the Project is suspended or the Architect's services are suspended for more than 90 consecutive days, the Architect may terminate this Agreement by giving not less than seven days' written notice. § 1.3.8.4 This Agreement may be terrm rutted 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, AtA Document 81411v —1 Part 1. Copyright 01917, 1926, 1948, 1951, 1953, 1958, 1961, 1963, 1966, 1967, 1970, 1974,1977,1987 and 1997 by The American Institute of Architects. All rights reserved. WARNING, . This AIO Document Is protected by U.S. Copyright Low and International Treaties. Unauthorized reproduction or distribution of this AlAc Document or any portion of It, may result In severe civil and criminal penalties, and will be 8 prosecuted to the maximum extent possilife under the law. This document was produced by ALA software at 07:42.,t6 on 09/1212006 under Order No.1000224710 — I which expires on 6/29i2007, and is not for resale, User "as. (1374607132) § 1.3.8.5,rhis Agreement may be terminated by the Owner upon not less than seven days' written notice to the Architect for tile Owner's convenience and without cause, § 1.3.8.6 In the event of termination not the fault of the Architect, the Architect shall be compensated for services performed prior to termination, together with Reimbursable Expenses then due and all Tentrination Expenses as defined in Section 1.3.8.7. § 1.3.8.7 Termination Expenses are in addition to compensation for the services of the Agreement and include expenses directly attributable to termination for which the Architect is not otherwise compensated. 1.3.9 PAYMENTS TO THE ARCHITECT 1.3.9.1 Payments on account of services rendered and for Reimbursable Expenses incurred shall be made monthly upon presentation of the Architect's statement of services. 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. § 11.3.9.2 Reimbursable Expenses are in addition to compensation for the Architect's services and include expenses incurred by the Architect and Archite"'s employees and consultants directly related to the Project, as identified in the following Clause:;: .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; .3 reproductiotisi, plots, standard form documents, postage, handling and delivery of Instruments of Service; .4 expense of overtime work requiring higher than regular rates if authorized in advance by the Owner; .5 renderings, models and mock-ups requested by the Owner; .6 expense of profemsional liability insurance dedicated exclusively to this Project or the expense of additional insurance coverage or limits requested by the Owner in excess of that normally carried by the Architect and the Architect's consultants-. .7 reimbursable expenses as designated in Section 1.5.5; .8 other similar direct Project -related expenditures § 11,31.3 Records of Reimbursable Expenses, of expenses pertaining to a Change in Services, and of 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, § 1.3.9.4 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 benefits related thereto, such as employment taxes and other statutory employee benefits, insurance, sick leave, holidays, vacations, employee retirement plans and similar contributions. ARTICLE 1.4 SCOPE OF SERVICES AND OTHER SPECIAL TERMS AND CONDITIONS § 1.4.1 Enumeration of Parts of the Agreement. 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, This Agreement comprises the documents listed below, 1.4.1.1 Standard Form of Agreement Between Owner and Architect, AIA Document B 141-1997. 1.411.2 Standard F(-.)rni of Architect's Services: Design and Contract Administration, AIA Document B 141-1997, or as follows: (List other documents, if any, delineating Architect's scope of services.) § 1.4.1.3 Other documents as follows: AIA Document fit4tTv-1997 Part I. Copyright Q 1917, 1926; 1946, 1951, 1953. 1958, 1961, 1963, 1966, 1967, 1970,. 1974, 1977.1987 and 1997 by The Amencan institute Of Architects. All rights reserved. WARNING. This Ale Document is protected by U.S. Copyright Law and International Treaties, Unauthorized reproduction of distribution of this Ale Document, or any portion of it may result in severe cavil and criminal penalties, and will be pros"Wed to the maximum extent possible under the law. This document was produced by ALA software at 07:42:16 on 09!12/2006 under Order No.1 000224710_.l which explTas on S/29;2007, and is not for resale. User Notes* (1374607132) (List other documents, if atlyJbi-ming pan of the Agreement.) I KIB's RFP #1 for KHS/KMS Seismic Upgrades and Various Bond Projects § IA2 Special Terms and Conditions. Special terms and conditions that modify this Agreement are ai follows: ARTICLE 1.6 COMPENSATION J 1.6.1 For the Architect's services as described under Article 1 .4, compensation shall be computed as follows: Fees for the Design phase for each project are estimated as follows: Project KIS GIL # DEED X Design Const Total Budget Budget Budget KMS Seismic Upgrade 00 523 05022 $ 125,151 $ 985,441 $ 1.251,510 KHS Library Wing Seismic Upgrade 00 523 05022 $ 46,450 $ 334t050 $ 464,500 KHS Gym Seismic Upgrade 410 523 05022 $ 41,030 $ 308,500 $ 410,300 subtotal seismic upgrades $ 212,631 $ f,627,991 $ 2,126,310 KHS Ext Insul and Window Replacement 420 515 05013 DR 04 120 $ 37,000 $ 521,000 $ 596,020 KHS VocEd Renovation & Pool Reclamation 420 500 05015 DR 05 117 $ 269,673 $ 3,790,163 $ 4,840,788 KHS/MS Complex Roof Upgrade 420 515 05014 OR 04 121 $ 30,000 $ 460,000 $ 523,504 KHS Learning Center Renovation 420 515 05017 OR 04 122 $ 77,500 $ 969,0()0 $ 1,181,336 subtotal bond projects $ 414,173 $5,140,163 $ 7,141,648 Total $ 626,804 $ 7,368,154 $ 9,267,958 Reimbursable Expenses $ 40,000 Contingency (10 %) $ 66,680 Total Design Budget $ 733,464 These fees are estimates to be billed on a time and materials basis. The budgets for all subsequent services and expenses will be re-evaluated at the end of the schematic design phase and further negotiated as the scope of required work is clarified. § 1.5.2 If the services of the Architect are changed as described in Section 1.3.3.1, the Architect's compensation shall be adjusted. Such adjustment shall be calculated as described below or, if no method of adjustment is indicated in this Section 1.5.2, in tin equitable manner. (insert basis of compensation, including rates arid nuittiples of Direct Personnel Expense,for Principals (Ind etnployees, and identify Principals and classify eorl7havees, if required. Identify specific services to which particular methods of compensation apply.) 2006 COMPENSATION SCHEDUIX Standard Hourly Rates Classification Rate/hour Principab'Project Manager $120 Architect 111 $95 Architect R $90 AIA VOCUment 8141- —1997 Part 1. Copyright 0 1917, 1926, 1948, 1951, 1953, 1958, 1961, 1963.1966,1967,-1970. 1974,t977.1987and 1997byThe American Instlute of Ambitects. Alt rights reserved, WARNING: This AtAs Document is protected by US, copyright Low and Wetnational Treaties. Unauthorized reproduction or distribution of this ALO Document, Of any Portion of it may result in severe civil and criminal penalties, and MH be 10 Prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 07:42:46 on 09112.12OD6 under order No.1000224710_1 which expires on 6t29t2007, and is not for resale, User Notes, (1374607132) Architect I $85 Intern/Designer III $85 Intern/Designer II $75 Intern/Designer I $65 Landscape Architect III $95 Landscape Architect II $90 Landscape Architect I $85 Interior Designer/Space Planner III $95 Interior Designer/Space Planner II $90 Interior Designer/Space Planner I $85 Production Manager $85 Construction Manager $85 Drafter II $65 Drafter I $55 Administrative Assistant $65 Clerical Assistant $35 § 1.5.3 For a Change in Services of the Architect's consultants, compensation shall be computed as a multiple of one point one ( 1.1 ) times the amounts billed to the Architect for such services. § 1.5.4 For Reimbursable Expenses as described in Section 1.3.9.2, and any other items included in Joittion 1.5.5 as Reimbursable Expenses, the compensation shall be computed as a multiple of one point one () times the expenses incurred by the Architect, and the Architect's employees and consultants. § 1.5.5 Other Reimbursable Expenses, if any, are as follows: None &�u § 1.5.6 The rates and multiples for services of the Architect and the Architect's consultants as set forth in this Agreement shall be adjusted in accordance with their normal salary review practices. Q/00� § 1.5.7 An initial payment of Zero Dollars ($ -0- ) shall be made upon execution of this Agreement and is the minimum payment under this Agreement. It shall be credited to the Owner's account at final payment. Subsequent payments for services shall be made monthly, and where applicable, shall be in proportion to services performed on the basis set forth in this Agreement. § 1.5.8 Payments are due and payable thirty ( 30 ) days from the date of the Architect's invoice. Amounts unpaid ninety ( 90 ) days after the invoice date shall bear interest at the rate entered below, or in the absence thereof at the legal rate prevailing from time to time at the principal place of business of the Architect. (Insert rate of interest agreed upon.) 6% per annum (Usury laws and requirements under the Federal Truth in Lending Act, similar state and local consumer credit laws and other regulations at the Owner's and Architect's principal places of business, the location of the Project and elsewhere may affect the validity of this provision. Specific legal advice should be obtained with respect to deletions or modifications, and also regarding requirements such as written disclosures or waivers.) § 1.5.9 Compensation for services covered bZ this A reement that have not been completed within thirty-six (36) months of the date of this contract, shall be revised to match the national rate of inflation. AIA Document B141 T'" —1997 Part 1. Copyright © 1917, 1926, 1948, 1951, 1953, 1958, 1961, 1963, 1966, 1967, 1970, 1974, 1977, 1987 and 1997 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. 11 Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 07:42:16 on 09/12/2006 under Order No. 1000224710_1 which expires on 6/29/2007, and is not for resale. User Notes: (1374607132) This Agreement entered into as of the day and year first written above. OWNEB (Signature) Rick Gifford, Kqog�Island Borough Manager (Printed name and title) (?el u6C 1 A I rAl AR KE/ (Sig ......, .....h4i577ep-) Tony Yorba *1114'in Charge --,- (Printed name and title) AIA Document 6141 Tu - 1997 Part 1. Copyright 0 4917, 1926, iW, 1961, 1953, 1958, 1961, 1963, 1966,1967,1970t 1974,1977,1987 and 1997 by The American Institute of Architects. All rights reserved, WARNMG: This APO Document is protected by U.S. Copyright Law and International Treaties Unauthorized reproduction or distribution of this AW Document, or any portion of it, may result In severe civil and crkninal penalties, and V411 12 prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 07:42:16 on 09112'2006 under Order No, I 00ID2247 101 which expires on 612912007, and is not for resale. User Notes; (1374607132) NfwAIA Document B141'm - 1997 Part 2 Standard Fora► of Architect's Services: Design and Contract Administration TABLE OF ARTICLES ADDITIONS AND DELETIONS: The author of this document has 2.1 PROJECT ADMINISTRATION SERVICES added information needed for its completion. The author may also 2.2 SUPPORTING SERVICES have revised the text of the original AIA standard form. An Additions and 2.3 EVALUATION AND PLANNING SERVICES Deletions Report that notes added information as well as revisions to 2.4 DESIGN SERVICES the standard form text is available from the author and shoWd be 2.6 CONSTRUCTION PROCUREMENT SERVICES reviewed. A vertical line in the left margin of this document indicates 2.6 CONTRACT ADMINISTRATION SERVICES where the author has added necessary information and where 2.7 FACILITY OPERATION SERVICES the author has added to or deleted from the original AIA text. 2.8 SCHEDULE OF SERVICES This document has important legal consequences. Consultation with an 2.9 MODIFICATIONS attorney is encouraged with respect to its completion or modification. ARTICLE 2,1 PROJECT ADMINISTRATION SERVICES § 2.1.1 The Architect shall manage the Architect's services and administer the Project. The Architect shall consult with the Owner, research applicable design criteria, attend Project meetings, communicate with members of the Pwject team and issue progress reports, The Architect shall coordinate the services provided by the Architect and the Architect's consultants with those services provided by the Owner and the Owner's consultants. § 2.1 .2 When Project requirement.,; have been sufficiently identified, the Architect shall prepare, and periodically update, a Project schedule that shall identify inflestone dates for decisions required of the Owner, design services furnished by the Architect, completion of documentation provided by the Architect, commencement of construction and Substantial Completion of the Work. § 2.1.3 The Architect shall consider the value of alternative materials, building systems and equipment, together with other considerations based on program, budget and aesthetics in developing the design for the Project. § 11.4 Upon request of the Owner, the Architect shall make a presentation to explain the design of the Project to representatives of the Owner. § 2.1.5 The Architect shall I submit design documents to the Owner at intervals appropriate to the design process for purposes of evaluation and approval by the Owner, The Architect shall be entitled to rely on approvals received from the Owner in the further development of the design. AIA ftcumentlitllflTv-11997 Part 2. Copyright C 1917, 1926, 1948, 1951,1953,19,% 1961, 1963, 1966, 1967, 1970, 1974, 1977, 1987 and 1997 by The Init. American institute Of Architects. All rights reserved. WARNING: This AIO Document Is protected by U.S. Copyright Law and International Treaties, Unauthorized reproduction or distribution of this A10 Document, or any portion of It, may result In severe civil and criminal penalties, and will be I prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 10:00:07 on OWI 2/2006 under Order NO,100022471 0_2 vftch expires on 6/29I2007, and is not for resale, User Notes: (2602668664) § 2.1.6 The Architect shall assist the Owner in connection with the Owner's responsibility for filing documents required for the approval of governmental authorities having jurisdiction over the Project. 2.1.7 EVALUATION OF BUDGET AND COST OF THE WORK 2.1.7.1 When the Project requirements have been sufficiently identified, the Architect shall prepare a prefirninary estimate of the Cost of the Work, This estimate may be based on current area, volume or similar conceptual estimating techniques. As the design process progresses through the end of the preparation of the Construction Documents, the Architect shall update and refine the preliminary estimate of the Cost of the Work, The Architect shall advise the Owner of any adjustments to previous estimates of the Cost of the Work indicated by changes in Project requirements or general market conditions. If at any time the Architect's estimate of the Cost of the Work exceeds the Owner's budget, the Architect shall make appropriate recommendations to the Owner to adjust the Project's size, quality or budget, and the Owner shall cooperate with the Architect in making such adjustments. § 2.1.7.2 Evaluations of the Owner's budget for the Project, the preliminary estimate of the Cost of the Work, and updated estimates of the Cost of the Work prepared by the Architect represent the Architect's judgment as 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 bids or negotiated prices will not vary from the Owner's budget for the Project or front any estimate of the Cost of the Work or evaluation prepared or agreed to by the Architect. § 21.7.3 In preparing estimates of the Cost of the Work, the Architect %hail 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 the scope of the Project and to include in the Contract Documents alternate bids as may be necessary to adjust the estimated Cost of the Work to meet the Owner's budget for the Cast of the Work. If an increase in the Contract Sum occurring after execution of the Contract between the Owner and the Contractor causes the budget for the Cost of the Work to be exceeded, that budget shall be increased accordingly. § 11.7.4 If bidding or negotiation has not cornmenced within 90 days after the Architect submits the Construction Documents to the Owner, the budget for the Cost of the Work shall be adjusted to reflect changes in the general level of prices in the construction industry. § 2.1.7.5 If the budget for the Cost of the Work is exceeded by the lowest tx)na fide bid or negotiated proposal, the Owner shall: .1 give written approval of an increase in the budget for the Cost of the Work; .2 authorize rebidding or renegotiating of the Project within 11 reasonable time, .3 terminate in accordance with Section 1.3.$.5; or .4 cooperate in revising the Project scope and quality as required to reduce the Cost of the Work. 2.1.7.6 If the Owner chooses to proceed under Section 2.1.7.5.4, the Architect, without additional compensation, shall modify the documents for which the Architect is responsible under this Agreement as necessary to comply with the budget for the Cost of the Work. The modification ot'such documents shall be the limit of the Architect's responsibility under this Section 2.1.7. The Architect shall be entitled to compensation in accordance with this Agreement for all services performed whether or not construction is commenced. ARTICLE 2.2 SUPPORTING SERVICES § 2.2.1 Unless specifically designated in Section 2.8.3, the services in this Article 2.2 shall be provided by the Owner or the Owner's consultants and contractors. § 2.2.1.1 The Owner shall furnish a program setting forth the Owner's objectives, schedule, constraints, and criteria, including space requirements and relationships, special equipment, systems and site requirements. § 2.2.1.2 The Owner shall furnish survey,.,, 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, -is applicable, grades and lines of streets, alleys, pavements and adjoining property and structures; adjacent drainage; rights-of-way, restrictions, easements, encroachments, zoning, (teed restrictions, boundaries and contours of the site; AIA Document 8l4lym— ISSI Part 2. Copyright 01917, 1926, 1946, 1951,1953,1956, 1961, 1963,1966,1967,1970, 1974,1977,1987 and 1997 by The Ink American Institute of Architects. All rights reserved. WARMINIG: This AtA* Document Is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this Ale Document, or any portion of it, may result in severe civil and criminal penalties, and will be I prosecuted to the maximum extent possiblia under the law. This document was produced by AIA software at 10:00:07 on 0911 212006 under Order NoA000224710 2 which expires on 6/29/2007. and is not tot resale. User Notes. (2602658664) locations. dimensions and necessary data with respect to existing buildings, other improvements and taxes; al -KI 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, § 2.2.1.3 The Owner shall furnish services of geotechnical engineers which may include but are not limited to test borings, test pits, determinations of sail 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. ARTICLE 13 EVALUATION AND PLANNING SERVICES § 2.3.1 The Architect shall provide a preliminary evaluation of the information furnished by the Owner under this Agreement, including the Owner's program and schedule requirements and budget for the Cost of the Work, each in terms of the other. The Architect shall review such information to ascertain that it is consistent with the requirements of the Project and shall notify the Owner of any other information or consultant services that may be reasonably needed for the Project. § 2.3.2 The Architect shall provide a preliminary evaluation of the Owner's site for the Project based on the information provided by the Owner of site conditions, and the Owner's program, schedule and budget for the Cost of the Work, § 2.3.3 The Architect shall review the Owner's proposed method of contracting for construction services and shall notify the Owner of anticipated impacts that such method may have on the Owner's program, financial and time requirements, and the scope of the Project. ARTICLE 2.4 DESIGN SERVICES § 2,4.1 The Architect's design services shall include normal structural, mechanical and electrical engineering services. 2.4.2 SCHEMATIC DESIGN DOCUMENTS 2.4.2,1 The Architect shall provide Schematic Design Documents based on the Mutually agreed-upon program, schedule, and budget for the Cost of the Work. The documents shall establish the conceptual design of the Project illustrating the scale arid relationship of the Project components. The Schematic Design Documents shall include a conceptual site plan, if appropriate, and preliminary building plans, sections and elevations. At the Architect's option, the Schematic Design Documents may include study models, perspective sketches, electronic modeling or corribinations of these media. Preliminary selections of major building systems and construction materials shall be noted on the drawings or described in writing. 2A.3 DESIGN DEVELOPMENT DOCUMENTS 2A.3.1 The Architect shall provide Design Development Documents based on the approved Schematic Design Documents and updated budget for the Cost of the Work. The Design Development Documents shall illustrate and &wribc the refinement of the design of the Project, establishing the scope, relationships, forms, size and appearance of the Project by means of plans, sections and elevations, typical construction details, and equipment layouts. The Design Development Documents shall include specifications that identify major materials and systems and establish in general their quality levels. 2.4.4 CONSTRUCTION DOCUMENTS 2.4.4.1 The Architect shall provide Construction Documents based on the approved Design Development Documents and updated. budget for the Cost of the Work. The Construction Documents shall set forth in detail the requirements for construction of the Project. The Construction Documents shall include Drawings and Specifications that establish in detail the quality levels of materials and systems required for the Project. § 2.4.4.2 During the development of the Construction Documents, the Architect shall assist the Owner in the development and preparation of: (1) bidding and procurement information which describes the time, place and conditions of bidding; bidding or proposal forms, and the form of agreement between the Owner and the Contractor; and (2) the Conditions of the Contract for Construction (General, Supplementary and other Conditions). The Architect also shall compile the Project Manual that includes the Conditions of the Contract for Construction and Specifications and may include bidding requirements and sample forms. AJA Docunlent 811411M - 1397 Part 2. Copyright 01917,1926,1948,1951.1953,1958.1961,1963,1966, t967,1970, 1974,1977,1987and l997byThe Ink. American Institute of Architects. AR rights reserved, WARNING: This Ale Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this Ale Document, or any portion of it may result In severe civil and criminal penalties, arid will be 3 prosecuted to the maximiurn extent possible under the low. This document was produced by AIA software at 10:00,07 on 0911242006 under Order No,1000224710 - .2 which expires on 612W2007, and is not tor resale. User Notes: (2602658664) ARTICLE 2.5 CONSTRUCTION PROCUREMENT SERVICES § 2.5.1 The Architect shall assist the Owner in obtaining either competitive bids or negotiated proposals and shall assist the Owner in awarding and preparing contracts for construction, §2.5.2 The Architect shall assist the Owner in establishing it list of prospective bidders or contractors, § 2.5.3 The Architect shall assist the Owner in bid validation or proposal evaluation and determination of the successful bid or proposal, ifany. If requested by the Owner, the Architect shalt notify all prospective bidders or contractors of the bid or proposal results. § 2.5.4 COMPETITIVE BIDDING § 2.5.4.1 Bidding Documents shall consist of bidding requirements, proposed contract forms, General Conditions and Supplementai7y Conditions, Specifications and Drawings. § 2.5.4.2 If requested by the Owner. the Architect shall arrange for procuring the reproduction of Bidding Documents for distribution to prospective bidders, The Owner shall pay directly for the cost of reproduction or shall reimburse the Architect for such expenses. § 2.5.4.3 If requested by the Owner, the Architect shall distribute the Bidding Documents to prospective bidders and request their return upon completion of the bidding process. The Architect shall maintain a log, of distribution and retrieval, and the amounts of deposits, if any, received from and returned to prospective bidders. § 2.5.4.4 The Architect shall consider requests for substitutions, if permitted by the Bidding Documents, and shall prepare and distribute addenda identifying approved substitutions to all prospective bidders. § 2.5.4.5 The Architect shall participate in or, at the Owner's direction, shall organize and conduct a pre-bid conference for prospective bidders. § 2.6.4.6 The Architect shall prepare responses to questions from prospective bidders and provide clarifications and interpretations of the Bidding Documents to all prospective bidders in the form of addenda. § 2.5.4.7 The Architect shall participate in or, at the Owner's direction, shall organize and conduct the opening of the bids. The Architect shall subsequently document and distribute the bidding results, its directed by the Owner. § 2.5.6 NEGOTIATED PROPOSALS § 2.6.6.1 Proposal Documents shall consist of proposal requirements, proposed contract forms, General Conditions and Supplementary Conditions, Specifications and Drawings. § 2.5.5.2 If requested by the Owner, the Architect shall arrange for procuring the reproduction of Proposal Documents for distribution to prospective contractors. The Owner shall pay directly for the cost of reproduction or shall reimburse the Architect forsuch expenses, § 2.5.5.3 If requested by the Owner, the Architect shall organize and participate in selection interviews with prospective contractors. § 2.5.5.4 The Architect shall consider requests for substitutions, if permitted by the Proposal Documents, and shall prepare and distribute addenda identifying approved substitutions to all prospective contractors. § 2.5.6.5 If requested by the Owner, the Architect shall assist the Owner during negotiations with prospective contractors. The Architect shall subsequently prepare a summary report of the negotiation results, as directed by the Owner. ARTICLE 2.6 CONTRACT ADMINISTRATION SERVICES 2.6.1 GENERAL ADMINISTRATION 2.6.11.1 The Architect shall provide administration of the Contract between the Owner and the Contractor as set forth below and in the edition of AIA Document A201. General Conditions of the Contract for Construction, current AIA Document 8141 TM -1997 Part 2. Copyright 0 1917,1926,1948,1951,1953,19% 1961. 1963,1966,1967,1970, 1974, 1977, 1987 and 1997 by The American Institute of Architects. All rights reserved. WARNING: This Ale Document is protected by U.S. Copyright Law and international Treaties. Unauthorized reproduction or distribution of this Ate Document, or any portion of it, may result In sevefe civil and criminal penalties, and will be 4 prosecuted to the maximum extent possible under the law. This document was produced by ALA software at 10:00:07 on 09/12i2006 under Ordw No.10002247102 which expires on &129/2007. and is not for resale. User Notes: (2602658664) as of the date of this Agreement, Modifications made to the General Conditions, when adopted as part of the Contract Documents, shall be enforceable under this Agreement only to the extent that they are consistent with this Agreement or approved in writing by the Architect. §-2.6.1,2 T"he Architect's responsibility to provide the Contract Administration Services under this Agreement commences with the award of the initial Contract for Construction and terminates at the issuance to the Owner of the final Certificate for Payment. However. the Architect shall be entitled to a Change in Services in accordance with Section 2.8.2 when Contract Administration Services extend 60 day,,, after the date of Substantial Completion of the Work. § 2.6.1.3 The Architect shall be a representative of and shall advise and consult with. the Owner during the provision of the Contract Administration Services. Tile Architect shall have authority to act on behalf of the Owner only to the extent provided in this Agreement unless otherwise modified by written amendment. §2.6.1.4 Duties, responsibilities and limitations of authority of the Architect tinder this Article 2.6 shall not be restricted, modified or extended without written agreement of the Owner and Architect with consent of the Contractor, which consent will not be unreasonably withheld. § 2.6.1.5 The Architect shall review properly prepared, timely requests by the Contractor for additional information about the Contract Documents. A properly prepared request for additional infortilation about the Contract Documents shall be in a form prepared or approved by the Architect and shall include a detailed written statement that indicates the specific Drawings or Specifications in need of clarification and the nature of the clarification requested, § 2.6.1.6 If deemed appropriate by the Architect, the Architect shall on the Owner's behalf prepare, reproduce and distribute supplemental Drawings and Specifications in response to requests for information by the Contractor. § 2.6.1.7 The Architect shall interpret and make recommendations regarding matters concerning performance of the Owner and Contractor tinder, and requirements of, the Contract Documents on written request of either the Owner or Contractor. The Architect's response to such requests shall be made in writing within any time limits agreed upon or otherwise with reasonable promptness. § 2.6.1.8 Interpretations and decisions of the Architect shall be consistent with the intent of and reasonably inferable from the Contract Documents and shall be in writing or in the form of drawings. When making such interpretations and initial decisions, the Architect shall endeavor to secure faithful performance by both Owner and Contractor, shall not. show how partiality to either, and shall not be liable for the results of interpretations or decisions so rendered in good faith. § 2.6.1.9 The Architect shall render initial decisions on claims, disputes or other matters in question between the Owner and Contractor as provided in the Contract Documents. 16.2 EVALUATIONS OF THE WORK 2.6.2.1 The Architect, as it representative of the Owner, shall visit the site at intervals appropriate to the stage of the Contractor's operations, or as otherwise agreed by the Owner and the Architect in Article 2.8, (1) to become familiar with and to keep the Owner informed about the progress and quality of the portion of the Work completed, with proper documentation, (2) to endeavor to guard the Owner against defects and deficiencies in the Work, and (3) to determine if the Work is being performed in a manner indicating that the Work, when ftilly completed, will he in accordance with the Contract Documents. However, the Architect shall not be required to make exhaustive or continuous on-site inspections to check the quality or quantity of the Work. The Architect shall neither have control over or charge of, nor be responsible for, the construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the Work, since these are solely the Contractor's rights and responsibilities under the Contract Documents. § 2.6.2.2 The Architect shall report to the Owner known deviations from the Contract Documents and from the most recent construction schedule submitted by the Contractor. However, the Architect shall not be respomsibic for the Contractor's failture to perform the Work in accordance with the requirements of the Contract Documents, The Architect shall be responsible for the Architect's negligent acts or omissions, but shall not have control over or AIA Document 8141 TM —1997 Part Z Copyright V 19t7. 1926,194& 1951, 5953; 1956, 1961,1963,1066,1967,19M 1974. 1977, 1967 am 1997 by The Init. American firstitute of Archilecu. All rights reserved. WARNING: This A10 Document Is protected by U.S. Copyright Law and International Treaties. 5 Unauthorized reproduction or distribution of this AIA" Document, or any portion of It, may result In severe civil and criminal penalties, and will be prosecuted to the maximum "tent possible under the law. This document was produced by AIA software at 10:00:07 on 09,52x2006 under Order No-1000224710�2 which expires on W29f20D7, and is not for resale. User Notes* (2602658664) charge of and shall not be responsible for acts or omissions of the Contractor, Subcontractors, or their agents or employees, or of any other persons or entities performing portions of the Work. § 2.6.2.3 The Architect shall at all times have access to the Work wherever it is in preparation or progress. § 2.6.2,4 Except as otherwise provided in. this Agreement or when direct cornmunications have been specialty authorized, the Owner shall endeavor to communicate with the Contractor through the Architect about matters arising out of or relating to the Contract Documents, Communications by and with the Architect's consultants shall be through the Architect. § 2.6.2.5 The Architect shall have authority to reject Work that does not conform to the Contract Document,,;. Whenever the Architect considers it necessary or advisable, the Architect will have authority to require inspection or testing of the Work in accordance with the provisions of the Contract Documents, whether or not such Work is fabricated, installed or completed, However, neither this authority of the Architect nor a decision matte in good faith either to exercise or not to exercise such authority shall give rise to a duty or responsibility of the Architect to the Contractor, Subcontractors, material and equipment suppliers, their agents or employees or other persons or entities perforrining portions of the Work, 2.6.3 CERTIFICATION OF PAYMENTS TO CONTRACTOR 2.6.3.1 The Architect shall review and certify the amounts due the Contractor and shall issue Certificates for Payment in such amounts, The Architect's certification for payment shall constitute a representation to the Owner, based on the Architect's evaluation of the Work as provided in Section 2.6.2 and on the data comprising the Contractor's Application for Payment, that the Work has progressed to the point indicated and that, to the best of the Architect's knowledge, information and belief, the quality of the Work is in accordance with the Contract Docurixtits. The foregoing representations are subject (1) to an evaluation of the Work for conformance with the Contract Documents upon Substantial Completion, (2) to results of subsequent tests and inspections, (3) to correction of minor deviations from the Contract Documents prior to completion, and (4) to specific qualifications expressed by the Architect. § 2.6.3.2 The issuance of a Certificate for Payment shall not be a representation that the Architect has (1) made exhaustive or continuous on-site inspections to check the quality or quantity of the Work, (2) reviewed construction means, methods, techniques, sequences or procedures, (3) reviewed copies of requisitions received from Subcontractors and material suppliers and other data requested by the Owner to substantiate the Contractor's right to payment, or (4) ascertained how or for what purpose the Contractor has used money previously paid on account of the Contract Sum. 2.6.3.3 The Architect shall maintain a record of the Contractor's Applications for Payment, 2.6.4 SUBMITTALS 2.6.4.1 The Architect shall review and approve or take other appropriate action upon the Contractor's submittals such as Shop Drawings, Product Data and Samples, but only for the limited purpose of checking for conformance with information given and the design concept expressed in the Contract Documents. The Architect's action shall be taken with such reasonable promptness as to cause no delay in the Work or in the activities of the Owner, Contractor or separate contractors, while allowing sufficient time in the Architect's professional judgment to permit adequate review. Review of such submittals is not conducted for the purpose of determining the accuracy and completeness of other details such as dimensions and quantities, or for substantiating instructions for installation or performance of equipment or systems, all of which remain the responsibility of the Contractor as required by the Contract Documents. The Architect's review shall not constitute approval of safety precautions or, unless otherwise specifically stated by the Architect, of any construction means, methods, techniques, sequences or procedures. The Architect's approval of a specific item shall not indicate approval of an assembly of which the item is a component, § 2.6.4.2 The Architect shall maintain a record of submittals and copies of submittals supplied by the Contractor in accordance with the requirements of the Contract Documents. 2.6.4.3 If professional design services or certifications by a design professional related to systems, materials or equipment are specifically required of the Contractor by the Contract Documents, the Architect shall specify appropriate performance and design criteria that such services must satisfy. Shop Drawings and other submittals AIA Document 8141 TO - 1997 Part 2. Copyright Q 1917,1926,1948,1951,1963,1958,1961,1963,1966,1967,1970, 1974, 1977, 1987 and 1997 by The American Institute of Architects. All rights reserved. WARNING: This A Document is protected by U.S. Copyright Law and International Trestles. Unauthorized reproduction or distrit"lon of this AtO Docurnerrt, or any portion of it, may result in severe civil and criminal penalties, and will be 6 prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 10:00:07 on 091t 2i2006 under Order No,1000224710. _ 2 which expires an WW2007, and is not tar resale. User Nates:(2602658664) related to the Work designed or certified by the design professional retained by the Contractor shall bear such 4� professional's written approval when submitted to the Architect, 'rhe Architect shall be entitled to rely upon the adequacy, accuracy and completeness of the services, certifications or approvals- performed by Such design professionals. 2.6.5 CHANGES IN THE WORK 2.6.5.1 The Architect ,hall prepare Change Orders and Construction Change Directives for the Owner's approval and execution in accordance with the Contract Documents. The Architect may authorize minor changes in the Work not involving an adjustment in Contract Suns or an extension of the Contract Time which are consistent with the intent of the Contract Documents. If necessary, the Architect shall prepare, reproduce and distribute Drawings and Specifications to describe Work to be added, deleted or modified, as provided in Section 2.8.2. § 2.6.5.2 The Architect shall review properly prepared, timely requests by the Owner or Contractor for changes in the Work, including adjustments to the Contract Sam or Contract Time. A properly prepared request for a change in the Work shall be accompanied by sufficient supporting data and information to permit the Architect to make a reasonable determination without extensive investigation or preparation of additional drawings or specifications. If the Architect determines that requested changes in the Work are not materially different from the requirements of the Contract Documents, the Architect may issue an order for a minor change in the Work- or recommend to the Owner that the requested change he denied. § 2.6.5.3 If the Architect determines that implementation of the requested changes would result in a material change to the Contract that may cause an adjustment in the Contract Time or Contract Sum, the Architect shall make a recommendation to the Owner, who may authorize further investigation of such change. Upon such authorization, and based upon information famished by the Contractor, if any, the Architect shall estimate the additional cost and time that might result from such change, including any additional costs attributable to a Change in Services of the Architect. With the Owner's approval, the Architect shall incorporate those estimates into a Change Order or other appropriate documentation for the Owner's execution or negotiation with the Contractor. 2.6.5.4 The Architect shall maintain records relative to changes in the, Work. 2.6.6 PROJECT COMPLETION 2.6.6.1 The Architect shall conduct inspections to determine the date or dates of Substantial Completion and the date of final completion, shall receive from the Contractor and forward to the Owner, for the Owner's review and records, written warranties and related documents required by the Contract Documents and assembled by the Contractor, and shall issue a final Certificate for Payment based upon a final inspection indicating the Work complies with the requirements of the Contract Documents. § 2.6.6.2 The Architect's inspection shall be conducted with the Owner's Designated Representative to check conformance of the Work with the requirements of the Contract Documents and to verify the accuracy and completeness of the list submitted by the Contractor of Work to be completed or corrected. § 2.6.6.3 When the Work is found to be substantially complete, the Architect shall inform the Owner about the balance of the Contract Stun remaining to be paid the Contractor, including any amounts needed to pay for final completion or correction of the Work. § 2.6.6.4 The Architect shall receive from the Contractor and forward to the Owner: (1) consent of surety or sureties, if any, to reduction in or partial release of retainage or the making of final payment and (2) affidavits, receipts, releases and waivers of liens or bonds indemnifying the Owner against liens. ARTICLE 2.7 FACILITY OPERATION SERVICES § 2.71 The Architect shall meet with the Owner or the Owner's Designated Representative promptly after Substantial Completion to review the need for facility operation services. § 2.7.2 Upon request of the Owner, and prior to the expiration of one year from the date of Substantial Completion, the Architect shall conduct a meeting with the Owner and the Owner's Designated Representative to review the facility operations and performance and to rnake appropriate recommendations to the Owner, AIA Document 8141ru-4997 Part 2. Copyright CiI91T t926. 1948, 1951, 1963,1966,1961,1963,1966,1967,1970, 1974. 1977, 1987 and 1997 by The American Insloute of Architects. All rights reserved. WARNING: This AIO Document Is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlAr Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the few. This document was produced by AIA software at 10.00:07 on 09A W2006 under Order Noi.110002247110_2 which expires on &M2007, and is not for mate. User Notes: (2602658664) ARTICLE 2.8 SCHEDULE OF SERVICES § 18.1 Design and Contract Administration Services beyond the following limits shall be provicled by the Architect as a Change in Services in accordance with Section 13.1 .1 up to i reviews of each Shop Drawing, Product Data item, sample and similar submittal of the Contractor. .2 up to ) visits to the site by the Architect over the duration of the Project during construction. .3 up to ) inspection,, for any portion of the Work to determine whether such portion of the, Work is substantially complete in accordance with the requirements of the Contract Documents. .4 up to )i inspections for any portion of the Work to determine final completion. § 2.8.2 The following Design and Contract Administration Services shall be provided by the Architect as a Change in Services in accordance with Section 13.3: .1 review of a Contractor's submittal out of sequence from the submittal schedule agreed it) by the Architect; .2 responses to the Contractors requests for information where such information is available to the Contractor from it careful study and comparison of the Contract Documents, field conditions. other Owner -provided infi-.limiation, Contractor -prepared coordination drawings, or prior Project correspondence or documentation; .3 Change Orders and Construction Change Directives requiring evaluation of proposals, including the preparation or revision of Instruments of Service; .4 providing consultation concerning replacement of Work resulting from fire or other cause during construction, .5 evaluation of an extensive number of claims submitted by the Owner's consultants, the Contractor or others in connection with the Work; .6 evaluation of substitutions proposed by the Owner's consultants or contractors and making subsequent revisions to Instruments of Service resulting therefrom; .7 preparation of design and documentation for alternate bid or proposal requests proposed by the Owner; or .8 Contract Administration Services provided 60 days after the date of Substantial Completion of the Work. § 2.8.3 The Architect shal I furnish or provide the following services only if specifically designated: Services Responsibility Location of Service Description (Architect, Owner or Not Provided) 11 Programming 01A .2 Land Survey Services 0 Geotechnical Services 0 A Space Schematics/Flow Di rams :5 Existirig Facilities Sune s A .6 Economic Feasbhty Studies 17 Site Analysis and Selection O/A .8 Environmental Studies and Reports 19 Owner -Su sed Data Coordination A 110 Schedule Development and Moniloring .11 Civil Design A 12 Landscape Design A 113 Interior Design A ,i4 Special Bidcling or Negotiation .15 Value Analysis 16 Detailed Cost Estimating A 17 118 On -Site Project Reffesentation Construclion Management i AIA Document SMIT14-1997 Part 2. Copyright 01917, 1926, 1948, 1951, 1953,19a 1961, 1963, 1%6,1967.1970, 1974,1977,1987acid 1997b; The InIt. American Institute of Architects. Ali rights reserved. WARNING: This Ale Document is protected by U.S. Copyright Low and international Treaties. Unauthorized reproduction or distribution of this Ale Document, or any portion of it, may result In severe civil and criminal penalties, and will be 8 prosecuted to the maximum extent possible under the taw. This document was produced by AIA software at 10:(30;07 on 09112;2006 under Order No.10002247102 which expires on 6129/2007, and is not for resale. User Notes: (2602658664) Services Responsibility Location of Service Description (Architect, Owner or Not Provided) .19- Start-up Assistance .20 Record Dra0rigs 11 Post -Contract Evaluation .22 Tenant -Related Services .23 L.25 Description of Services. (insert descriptions of Vire services designated.) ARTICLE 2.9 MODIFICATIONS § 2.9.1 Modifications to this Standard Form of Architect's Services: Design and Contract Administration, if any, are as follows: By its execution, this Standard Form of Architect's Services: Design and Contract Administration and modifications, hereto are incorporated into the Standard Form of Agreement Between the Owner and Architect. AIA Document B 141-1997, that was entered into by the parties as of the date: -S r/02006 ,Q -k -n< 4% 4papWt. 0 ARCHITECT ----------- �Sigrwture (Signature (tick Gifford, KIB M ager 'Con y Yorba, larncipal in C"'ha40e"/ (Printed name and title) (Printed minae and title) r AIA Document B14110-1997 Part 2. Copyright T) 1917, 1926, IM. 195t, 1953,1958,1961,1963,1966,1967,1970, 1974,1977.1987and 1997 by The trot. American institute of Architects. Ali rights reserved. WARNING. This AIA9 Document Is protected by U.S. Copyright Law and international Treaties, unauthorized reproduction or distribution of this AIA* Document, or any portion of it, may result In severe civil and criminal penalties, and will be 9 I prosecuted to the maximum extent possible under the low. This document was produced by ALA software at 10:00:07 on 09/12i2006 under Order No, 1000224710 '2 which expires on 612912007, and is not for resale: User Notes; Tony Yorba Jensen Yorba Lott Inc. 522 West 10" Street Juneau, AK 99801 March 25, 2008 Dear Mr. Yorba: KODIAK ISLAND BOROUGH ENGINEERING/FACILITIES DEPARTMENT 710 Mill Bay Road Kodiak, AK 99615 (907) 486-9340 486-9394 Fax Woody Koning, Director wkoninP_Q.kib.co.kodiak.ak.us �p6 VO jvX�' RECEIVED APR 01 2008 Jensen Yorba Lott The purpose of this letter is to acknowledge a Change in Services agreement regarding the contract between Jensen Yorba Lott and the Kodiak Island Borough dated October 10, 2006 for design services for KHS/MS Seismic Upgrades and various bond projects (KIB Contract # 2007- 11). Both parties hereby agree to delete the Design Budget estimated amount of $269,673 allocated to KHS VocEd Renovation & Pool Reclamation on page 10 of the Contract, and work items associated with that budgeted amount. Additionally both parties agree to add a lump sum price of $126,908 to the Contract amount for Pre -Design Services for KHS Master Plan as described in the attached memo dated March 12, 2008. This Change in Services agreement including attachments shall hereby be an addendum to the Contract, and become part of the contract, and the remainder of the Contract shall remain in full force. AGREED BY: O e OWNER �� ARCHITECT � • w• n /j Rick Gifford, MWager�...� i�`orbal Kodiak Island Borough i+c 1 nciple in Charge ATTEST: gM 04149 Jensen Yorba Lott Inc. Designing Alaska Since 1935 Date: March 12, 2008 To: Ken Smith From: Tony Yorba RE: KHS Masterplan CC: MEMORANDUM The following is our proposed methodology/scope of work for the masterplan: We understand that the District and KIB are committed to preparing a bond proposal to put before the voters for the regular October election. The objective of the bond proposal would be to obtain a funding commitment from the voters for some combination of new construction and renovation of the existing Kodiak High School so that your newly developed academic program can be fully realized. We agreed that the bond proposal will need to be supported by a design proposal that describes how the new academic proposal can be incorporated into the existing high school campus. This design proposal will be a masterplan that suggests which existing buildings remain, which should be renovated or reused, which should be torn down, and what new construction could be anticipated. The following are the steps we propose: 1. Research: Develop site base plan of all facilities; Review the new academic program, identify any areas where additional information is needed; expand on the existing adjacencies diagrams to create department templates- spatial clusters that may suggest areas that would translate into buildings or portions of buildings. Present square foot costs to use for estimating plans. We would review these templates and other base information in a meeting March 26. 2. Preliminary Design Options: Develop alternative conceptual design options showing how the area templates developed in step 1 can be fit on ARCHITECTURE • INTERIOR DESIGN • LANDSCAPE ARCHITECTURE 522 WEST 10TH STREET JUNEAU, ALASKA 99801 (907) 586-1070 FAX (907) 586-3959 www.jensenyorbalottcom the site and existing buildings. Prepare advantages/ disadvantages report for each concept. Develop list of priorities for evaluating subsequent design options. Present the preliminary design options on April 2. 3. Develop Design Options: further develop design options based on feedback from task 2 meetings. Prepare analysis of each based on the list of priorities. Select 2 or 3 options for further evaluation. Present design options, priorities analysis and select preferred options for further evaluation at a meeting April 17. 4. Develop 2 or 3 preferred design options. Prepare conceptual cost estimate for each. Present options, select a best case option at meeting May 2 5. Prepare masterplan graphics, narrative for use in bond election advertisements. Our fee proposal for these masterplan services is attached. We have also included a fee proposal for a conditions survey. The survey would be a separate task, the information from which would be useful in renovation or re -use of any facilities that warrant it. The conditions survey will include time to review the existing education program with EED and make sure they accept it as fulfilling the requirement for an education specification. Thanks for this opportunity to be of service, let me know if you have any questions. G:1 Projed9U5I%CorMs masterplan%maderplan scope.doc ARCHrrECrURE • INTERIOR DESIGN *LANDSCAPE ARCHITECTURE 522 WEST 10- STREET JUNEAU, ALASKA 99801 (907) 586-1070 FAX (907) 586-3959 www.jawnyorbaiomcom JENSEN YORBA LOTT, Inc. DESIGN SERVICES PROPOSAL SUMMARY Proiect: KODIAK HIGH 5GHOUL FKt: Ut:WUN I AbKb Milli �EitUrbEiFEE T YY I ili�liljliIjlijl In tlij�!! Conditions Survey $63,808 Lump sum $0 $63,808 Ed Spec Review (in Cond Survey $0 Lump sum $0 $0 Conceptual Design $63,100 Lump sum $0 $63,100 $0 Lump sum $0 $0 $0 Lump sum $0 $0 $0 Lump sum $0 $0 $0 Lump Sum $0 $0 $0 Time/Expens $0 $0 ill I it❑1, Illi) I pi I it I I I'll I x i 11 1 1 i i, i i u. i AL high school pre design fee.xis-SUM 1 3/7/2008 JENSEN YORBA LOTT, Inc. DESIGN SERVICES PROPOSAL MASTERPLAN DESIGN SERVICES Project: KODIAK HIGH SCHOOL PRE DESIGN TASKS LIa:,l, ��Mfi �1 iinl n``m Ji,i�i1 I��;li.1 I;}� Iili.;il' ;il jlFlia 1� ',I 'il� li i�11 " .lull li It'.I It .I q.II IIL:I i.,�illilLL 111.1'lll•1„lllil�.,{II„!l,llllpll llr'yf�!ii�lill!111 , '. HI dll .,a'll''i!1il!Ilp,tljt,l,i:! , , !EI I. `;.I�iF++ I i� I �• j��j lll, �, II„,,grl�l PI ;Illy ,III 7. ARCHITECTURE: Project Management Base Sheets & Research Prelim Options Site Visit 1: Prelim Options Develop Prelim options Site Visit 2: Prioritise options Revise Options Devlop cost est for options Site Visit 3: Select Option Finalize Concept Design Quality Control 8 8 8 8 24 24 24 8 16 40 24 16 8 40 24 8 8 8 8 40 40 Subtotal (hours) 112 152 0 Subtotal (dollars) 15,680 17,480 0 CONSULTANTS: Structural, Mech, Elect Engineering Input Cost Estimating Architectural Reimbursables: (3 trips, 5 days plus printing) Subtotal Overhead(Profit 10% Total 24 0 128 24 0 416 0 11,520 1,920 0 $46,600 $5,000 $5,000 $5,000 $15,000 $1,500 $16,500 ,. - i I''i ' ��i• I,,�.Ili Ili � III It III �: I•�� 1 I 1 !i; I 1 RE: 11 I 1 '' I Il 1 1 ✓1 �I'' .III ail 1:1; -� II I,ll' { TOTAI..II`AA$+�6R1PL, ►N e51GN SEf��/C � ' RE i high school pre design fee.xls-CONCEPT DESIGN 1 316!2008 JENSEN YORBA LOTT, Inc. DESIGN SERVICES PROPOSAL CONDITIONS SURVEY FEE Project: KODIAK HIGH SCHOOL PRE DESIGN TASKS A ' tL,4lr�Fr/l>L�es + FF: 1 ' li 7'f !'i�l,i(1 k 1 11 l� i`I' lIl' Jrrt�rl tfft i d l I Ti II ( III, 1 u Illlil i !� I� 4� 111 �� - � .�:.,r.l ..-I .I-.It,f I� : 1 : li.• 1�; I�n��. ,,:;�-,1 � L,�.,:,:il , -.:;hi .,,, I la If �, 1 -Intl a Ililf 11lilll,.i �,+. ARCHITECTURE: Project Management 2 Site visit 16 Review Existing document 24 Teleconference Review Mtg 4 Cost Estimates 2 Review Ed Spec with EED 4 Draft Report 16 Teleconference Review Mtg 4 Final Report 8 Public Presentation 8 Subtotal (hours) 88 0 0 0 0 0 0 88 Subtotal (dollars) 12,320 0 0 0 0 0 0 $12,320 CONSULTANTS: Arch reimbursables- 2 trips, ( 2 day trip 1,300; 1 day trip 900) plus printing etc $2,500 Structural Engineering $9 157 Mechanical Engineering $10,715 Electrical Engineering $12,115 Subtotal Overhead/Profit 10% $46,807 $4,681 �i I TOTAIL CONOITIURVEY FEE �63a8 I J ..III III high school pre design fee.xis-CONDITIONS SURVEY 1 3/7/2008 KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 710 MILL BAY ROAD KODIAK, ALASKA 99615 Contract No. 2007 11 Change Order No. 2 Project Name, Number & Location. Amount of Contract & Change Order KHS/MS Seismic Upgrades & Various Bond Projects Original Contract $ 733,484.00 Contractor Jensen Yorba Lott Inc. Previous Changes $ (142,765.00) This Change $ 124,869.00 Adjusted Contract $ 715,588.00 Description of Change Cost A Contract, in the initial amount of $733,484.00 was entered into with Jensen $ 124,869.00 Yorba Lott, Inc. on 10/10/2006 to conduct A/E services for the KHS/MS Seismic Upgrades & Various other Bond Projects. This included $125,151 budgeted for KMS Seismic Upgrades. The scope of work for the KMS Seismic Upgrade Project has increased significantly beyond that identified by Eidenger in his Seismic Vulnerability Assessment Report dated 2/06 and upon which the design fees were based. This change is due to scope increases and unexpected and unforseen issues, asbestos, uneven floors, etc., that were discovered during demolition. Scope creep includes new roofing and insulation, fiber optic cable conduit, HVAC unit in server room, Provision for emergency generator, paintinand finishes, and phasing the project, ' all of which added considerably to the design effort and to construction administration costs. Construction costs for Phase 1 were $2.6M. Construction contract to complete Phase II is $2.97M for a total construction cost of $5.57M, including Floor Covering and Roofing Bond Projects. JYL has provideded the additional services on a time and materials basis under the terms of the Agreement. The total invoiced amount for the KMS Seismic Project to date is $228,020, excluding reimbursable expenses. Construction admistration is estimated to increase this amount by $22,000 for a total of $250,020. With this Change Order, the A&E Fees will be 4.5% of the construction cost, well below the 6-10% of construction cost suggested by the DEED budget guideline. The E/F Department recommends a Contract Change Order in the amount of $124,869 to Contract 2007-11 for the firm of Jensen Yorba Lott, Inc. to correctly allocate increased design and construction administration fees for the KHS/MS Seismic Upgrade Project. This amount is included in the Project Budget and KIB Budget Ammendment passed by the Assembly on 2/21/08. This change order restores $40,000 to A & E Design Contingencies and $30,000 charged to Learning Center Project 05017. Revised by MIS 06/14/06 KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 710 NI LL BAY ROAD KODIAK, ALASKA 99615 ContractNo. 2007 11 Change Order No. 3 Project Name, Number & Location Amount of Contract & Change Order KHS/MS Seismic Upgrades & Various Bond Proj ectsOriginal Contract $ 733,484.00 Contractor Jensen Yorba Lott Inc. Previous Changes $ ($17,896.00) This Change $ 38,149.00 1 Adjusted Contract $ 753,737.00 Description of Change Cost A Contract, in the initial amount of $733,484.00 was entered into with Jensen $ 38,149.00 Yorba Lott, Inc. on 10/10/2006 to conduct A/E services for the KHS/MS Seismic Upgrades & Various other Bond Projects. This included $ 46,450.00 budgeted for . KHS Library Seismic Upgrades design. JYL has provideded the additional services on a time and materials basis under the terms of the Agreement. The total invoiced amount for the KMS Seismic Project to date is $60,599.00, excluding reimbursable expenses. This amount includes $6000 in additional structural design work that was not included in the original cost estimate. Construction Management is estimated to increase this amount by $24,000.00 for a total of $84,599.00. The E/F Department recommends a Contract Change Order in the amount of $38;149.00 to. Contract 2007-11 for the firm of Jensen Yorba Lott, Inc. for increased Design and Construction Management Services for, the KHS Library Seismic Upgrades. The time provided for completion of the contract is unchanged) ( increased) (0 decreased) by calendar days. This document shall become endment to the contract and all Provisions of the contract will apply thereto. Accepted By:NIS J� e Date .v tati f Recommended: "• Ja Date 1 0 'r 6 _O FJ Approved By: Manager (Less Than ; fqr all change orders on Date t /d ` O If the change order or orders exceeds ten thousand (10,000) dollars, it will require the signatures of.- A. fA. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one•(1) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence of the mayor and deputy presiding officer. Reviaedby MIS 06/14/06 Approved By: v !v 1 Date /l/ lD �D Mayor Deputy Presic ' g Officer Revised by MIS 06/14/06 KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 710 MILL BAY ROAD KODIAK, ALASKA 99615 Contract No. 2007 11 Change Order No. 4 Project Name, Number & Location Amount of Contract & Change Order KHS/MS Seismic Upgrades & Various Bond Projects Original Contract $ 733,484.00 Contractor Jensen Yorba Lott Inc. 2-6 -moo L15-1 -HO c Previous Changes $ $ 20,253.00 This Change $ 3,461.25 Adjusted Contract $ 757,198.25 Description of Change Cost A Contract, in the initial amount of $733,484.00 was entered into with Jensen $ 3,461.25 Yorba Lott, Inc. on 10/10/2006 to conduct A/E services for the KHS/MS Seismic Upgrades & Various other Bond Projects. Change Order #1 deducted the amount of the original contract that was allocated to KHS VocEd Renovation & Pool Reclamation. A previously paid invoice for work performed was not included in the change order. This change order will restore that amount to the contract. The time provided for completion of the contract is ([N unchanged) (U increased) (U decreased) by calendar days. This document shat become an ent to the contract and all provisions of the contract will apply thereto. Accepted By: Date Contractor's W44itative Recommended: /�`�---- \SCAN D e Qf Engineering/Facilities �' e Direct Approved By: 0 est Manager (G an S10, o - NtalClerk for all chang rders on this ntract Date 1 /- Date Date l / "/ —0 If the change order or orders excee -`NbA el(10,000) dollars, it will require the signatures of.- A. fA. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence of the mayor and deputy presiding officer. Approved By: ayor Revised by MIS 06/14/06 Date ( l Deputy Presiding Officer KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 710 MILL BAY ROAD KODIAK, ALASKA 99615 Contract No. 200711 Change Order No. 5 Project Name, Number & Location KHS/MS Seismic Upgrades & Various Bond Projects Contractor Jensen Yorba Lott Inc. Amount of Contract & Change Order Original Contract $ 733,484.00 Previous Changes $ $ 23,714.25 This Change $ 4,400.00 Adjusted Contract $ 761,598.25 Description of Change Cost Conduct an Energy Cost prediction in conjunction with the pre -design work for the Kodiak High School Masterplan. $ 4,400.00 The time provided for completion of the contract is (N unchanged) (U increased) (U decreased) by calendar days. This document shall VAconw 4n amendment to the contract and all provisions of the contract will apply thereto. Accepted By: pE !� ' Date v / ve 46 Engineering/Facilities Director Approved By: 'C L Attest Manager (Less Than $10,000 — Total for all change orders on this contract) :; Vj Date ( -Z -J- `, Finance Director 0•/AG e f ra J;2a,Z r, If the change order or orders exceeds ten thousand (10,000) dollars, it will del A. The mayor and deputy presiding officer; \ B. The mayor and one (1) assembly member in the absence of the deputy presiding C. The deputy presiding officer and one (1) assembly member in the absence of the D. Any two (2) assembly members in the absence of the mayor anpeputy, ,din Approved By: Revised by MIS 06/14/06 w � etheA �ei% . eta officer. Date — a✓< c' The time provided for completion of the contract is (Z unchanged) Q increased) (0 decreased) by calendar days, This document shall become an am ndment to the contract and all provisions of the contract will apply thereto. p� Accepted By: YYY Date c or' s�cj`- Recommended: ,. Date Engineerinoacilities D e ori Direct Approved By: � � �- A t• Date b �to 6� Manager (Less Than $10, 0 or gh Clerk for all change orders on this co If the change order or orders exceeds ten thousand (10,000) dollars, it will require the signatures of. - A. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. two (2)^embly members in the absence of the mayor and deputy presidjng officer. Approved Officer Revised by MIS 06/14/06 Date /� le) W KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 710 MILL BAY ROAD KODIAK, ALASKA 99615 Contract No. 200711 Change Order No. 6 Project Name, Number & Location KHS/MS Seismic Upgrades & Various Bond Projects Amount of Contract & Change Order Original Contract $ 733,484.00 Previous Changes $ $ 28,114.25 Contractor This Change $ 9,235.00 Jensen Yorba Lott Inc. Adjusted Contract $ 770,833.25 Description of Change Cost Design Services for KHS old Pool Roof and Air Handling Unit upgrades. $ 9,235.00 The time provided for completion of the contract is ([N unchanged) (LJ increased) (U decreased) by calendar days. This document shall become,laiA amendment to the contract and all provisions of the contract will apply thereto. Accepted By: ' Date Contract pres entative D e� Recommended. Date Engineering/Facilities c Direc� . Approved By: �''� i _ Date 94'anager (Less A^0, 0 O — Tota Rro h Clerk for all change orflV§ on this con cW, If the change order or orders exceeds ten trand (10,000) dollars, it will require the signatures of A. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence of the, mayor and eputy presiding officer. Approved By: r �-� Date yor - Deputy Presiding Officer Revised by MIS 06/14/06 KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 710 MILL BAY ROAD KODIAK, ALASKA 99615 Contract No. 2007 11 Change Order No. 7 Project Name, Number & Location KHS/MS Seismic Upgrades & Various Bond Projects Contractor Jensen Yorba Lott Inc. Amount of Contract & Change Order Original Contract $ 733,484.00 Previous Changes $ $ 37,349.25 This Change $ 19,855.05 Adjusted Contract $ 790,688.30 Description of Change Cost Schematic Design Services for KHS Masterplan. $ 19,855.05 The time provided for completion of the contract is (�j unchanged) (U increased) (U decreased) by calendar days. This document sh, beelome an amendment to the contract and all provisions of the contract will apply thereto. Accepted By: Ir. '^/ , ' '"` Date Recommended: 1✓ngineering/f Approved By: ` c Manager (Less for all change on wu t 19 Q� O�� y G Borough Clerk Date 6 ` ro Date If the change order or orders exceeds ten thousand (10,000) dollars, it will require the signatures of.- A. fA. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence of the mayor and deputy presiding officer. Approved By:" Al 11(" l �------ Date S . ayor Deputy Presiding Officer Revised by MIS 0614/06 KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 110 MILL BAY ROAD KODIAK, ALASKA 99615 Contract No. 2007 11 Change Order No. 8 Project Name, Number & Location Amount of Contract & Change Order KHS/MS Seismic Upgrades & Various Bond Projects Original Contract $ 733,484.00 Previous Changes $ $1-2 Contractor Jensen Yorba Lott Inc. This Change $ 37,493.50 <� 41 7 _ / y ` ` ` ` `i Adjusted Contract $ 994-,62G-? 28, t $ t ,8p Description of Change Cost The <-M was awarded an HMGP Grant #1663.0002 in the amount of $132,249.00 for the non -Structural upgrades of Mechanical, Electrical and Plumbing fixtures in the Kodiak Schools. Jensen Yorba Lott is under contract to $ 37,493.50 perform A/E services "and Construction Administration for the Seismic Upgrades of all Kodiak Schools. The Design and Engineering team is familiar with all of the schools and construction is scheduled to begin this summer. The E/F Department recommends a Contract Change Order in an amount not to exceed $37,493.50 to contract No. 2007-11 to accomplish the design, engineering and bid preparation for this Project. This amount includes 10% for contingencies. The time provided for completion of the contract is (® unchanged) (❑ increased) (Q decreased) by calendar days. This documents 1 be ome-�Ln qfid4qq to he contract and all provisions of the contract will apply thereto. Accepted By: / / ��' Date o actor' e ND 6' Recommended: �l 0 A Date S' l-0 Engineering/Facilitie I r •••.• y w ce Directo Approved By: Date anager (Less T $l oo --,N a[ Bo ugh Clerk for all change or rs on this nyrW�,t) If the change order or orders exceeds te`n i73'ousand (10,000) dollars, it will require the signatures of.• A. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence' e mayor and deputy presiding officer. t/ Approved By: VDate S O Mayor Deputy Presiding Officer Revised by MIS 06/14/06 ,r E KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 0 MILL BAY ROAD KODIAK, ALASKA 99615 Contract No. 2007 11 Change Order No. 9 Project Name, Number & Location KHS/MS Seismic Upgrades & Various Bond Projects Contractor Jensen Yorba Lott Inc. 420-500 452-140 05015 5 Amount of Contract & Change Order Original Contract $ 733,484.00 Previous Changes $ $ 94,697.80 This Change $ 1,612.48 j Adjusted Contract $ 829,794.28 / Description of Change Cost A Contract, in the initial amount of $733,484.00 was entered into with Jensen $ 1,612.48 Yorba Lott, Inc. on 10/10/2006 to conduct A/E services for the KHS/MS Seismic, ` Upgrades & Various other Bond Projects. y' n Change Order #1 deducted the amount of the original contract that was allocated,' to KHS VocEd Renovation & Pool Reclaimation. Tworeviousl p y paid invoices for work performed were not included in the change order. This Change Order will restore that amount to the contract. I The time provided for completion of the contract is (Z unchanged) (❑ increased) (❑ decreased) by calendar days. This document shaftecoine ent to the contract and all provisions of the contract will apply thereto. Accepted By: Date �p " Z ' () ....... i \5� ngineering/Facilities D' ectoi • • .6 Approved By: L anager (Less r nSI0,000 Total for all change coders on this con t) t S Date -7-1-061 Date / _ I— () / If the change order or orders exceeds ten th0usw1T(-10, 000) dollars, it will require the signatures of.- A. The mayor and deputy presiding officer; ` B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence of theor and deputy presiding officer. Approved By: ` Date '7121 U M14or +,D,eputy Presiding Officer Revised by MIS 06/14/06 KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 710 MILL BAY ROAD KODIAK, ALASKA 99615 Contract No. 2007 11 Change Order No. 10 Project Name, Number & Location Amount of Contract & Change Order KHS/MS Seismic Upgrades & Various Bond Projects Original Contract $ 733,484.00 Previous Changes $ $ 96,310.28 Contractor Jensen Yorba Lott Inc. 420-514 452-140 09005 5 This Change Adjusted Contract $ 17,740.00 $ 847,534.28 Description of Change Cost Construction Administration services for KHS Old Pool AHU/Roof Upgrade. $ 17,740.00 The time provided for completion of the contract is (Z unchanged) ( increased) (LJ decreased) by calendar days. This document shall becomp an amendment to the contract and all provisions of the contract will apply thereto. Accepted By: Dates --21 ` O Recommended: R ';� Approved By: Engineering/Facilities i 4-kz Atte Manager (Less $10,0 — for all change ers on this con gSKA Director Date 7-tg -02 Date % - If the change order or orders exceeds ten thousand (10,000) dollars, it will require the signatures of A. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence of the mayor and deputy presiding officer. Approved By: SA oit Date p %ayor Deputy Presiding Officer Revised by MIS 06/14/06 KODIAK ISLAND BOROUGH 71Q MILL BAY ROAD KODIAK, ALASKA 99b15 CONTRACT CHANGE ORDER Contract No. 2007 11 Change Order No. 11 Project Fame, Number & Location Amount of Contract & Change Order KHSl114Seismic Upgrades & various Bond Projects Original Contract $ 73 3,484.00 Contractor Jensen Yorba Lott Inc. Accounting: 420-515 452140 05014 5 ($103910.65) 430-240 452-140 05022 4 $10M0.65 Previous Changes $ 114,050.28 This Change $ -0- Adjusted Contract $ 8473534.28 Description of Change Cast The original contract allowed for $30,000 in design & construction -0- administration fees for the KHS/KIS Roof project #05014. $19,089.35 has been invoiced against the project to elate, leaving a balance of $10,910.65. Additional constriction administration costs have been incurred in the KMS Seismic Upgrades project #05022. This change orderwill move the remaining $10,910.65' from the Roofing project #05014 to the Seismic project #05022. This is a no cost change. The time provided for completion of the contract is (� unchanged) (LJ increased) {U decreased) by calendar days. This document shall Acon ainendment to the contract and all provisions of the contract will 4pply thereto. Accepted By: Date \' f/ T ilk Con a+c R res tive ND r� Recommended:`` ingineering/Facifities Direr it ct Approved By: - e 1 Manager (Less Than $10,000 Total rau Clerk for all chan. a orders o this c ntr t i Date Z---, y— /V Date Z141 �1� � � o If the change order or orders exceeds ten thousand (10,000) dollars, it will require the signatures of.` A. The mayor and deputy presiding officer; B. The mayor and one (l) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (l) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence of the mayor and deputy presiding officer. r Approved By-, �D ate I t, . d kayor Deputy Presiding Officer Revised by MIS 06/14/06 KODIAK ISLAND BOROUGH CONTRACT CHANGE ORDER 710 MILL BAY ROAD KODIAK, ALASKA, 99615 Contract No. 200711 Change Order No. 12 Project Marne, Number & Location Amount of Contract & Change order IES/MS Seismic Upgrades &Various Bond Projects Original Contract $ 733A4.00 Previous Changes $ 114,050.28 Contractor This Change $ -a- Jensen sorb a Lott Inc. Adjusted Contract 847,534.25 vescription oz unange L Auditorium Roof Architectural Services Schematic Design $ 10,545.00 Design Development $ 155905.00 Construction Documents $ 14, 945.00 Accounting: 410-523 452-140 05026 4 ( 9,662.73) 41.0-523 452--140 05025 4 ($31,731.27) 454-550 452--140 090015 $41,394.00 The time provided for completion of the contract is ( unchanged.} (E] increased) (❑ decreased) by calendar days. This document shall ecome an mendment to the contract and all rovisi .ons of the contract will apft thereto. Accepted By: li Date tative It Recommended: .Approved y: gineering/Facilities Di J 'W' �d Manager (LeNN Than $10, for all change orders on this ler Date 3 —1 1 Date /t_ f the change order orders e. eee �o s x� ,000) collars, it will require the signatures of.-, A. The mayor and deputy presiding o • B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. ,Any two (2) assembly members in the absence of the mayor and deputy presiding officer. Approved By: a Dat0 e_-" 0 ayor Dept' P i:n r Revised by MIS 06/14/06 JENSEN YORBA LOTT, Inc. DESIGN SERVICES PROPOSAL SUMMARY -,rojecu KoaiaK AUCHtorium txterior Kenovation OT PENS ES. C .......... 1:. Pre -Design $0 Lump sum $0 $0 Site Analysis $0 Lump sum $0 $0 Schematic Design $8,680 Lump sum $17865 $10,545 Design Development $14,040 Lump sum $15865 $15,905 Construction Documents $12,860 Lump sum $2,085 $14,945 Bidding and Negotiations $0 TiMEa/Expense $0 $0 Construction Administration $0 Time/Expense $0 $0 Construction Observations $0 Time/Expense $0 $0 Subtotal: $35,580 Lump Sum $5)814 Time/Exp ....... . ........ ..... .......... .......... . . . . . . . . . . . . . . . . . . . . . M.. -A ...... ...... 0988 fees.xls-SUM 1 114/2010 JENSEN DORSA LOTT, Inc. DESIGN SERVICES PROPOSAL SCHEMATIC DESIGN SERVICES Project: Kodiak Auditorium Exterior Renovation 'A.M.D.0 6 h 5.,.' �R.:.:.:.:�:�:.:::.:.:.::::::::::::::::::::::::.:::::::::::::::::::::�I gr ... . . . . . . . '0 D PEW$ 44 ......... . .... .......... . ARCHITECTURE: Project Management 4 Preliminary site visit and report 24 Agency Consul/Rev I preparation of CAD base sheets Cost Estimates 8 ARB meeting Schematic Design Dwgs 16 Product Selection 4 2 Code Analysis Quality Control .4 Subtotal (hours) 61 0 0 0 0 0 2 63 Subtotal (dollars) $81540 $0 $0 $0 $0 $0 $140 $8;680 CONSULTANTS. - Civil Engineering Structural Engineering Mechanical Engineering Electrical Engineering Cost Estimating Subtotal $0 OverheadIProfit 10% $0 Total $0 .... . . . . . . . . . .. . . 7 . . . . "F HE ....... $ERV. .......... .... ....... L......... 9938 fees.xls-30 SD 1 1/4/2010 JENS EN ORBA LOTT, Inc. DESIGN SERVICES PROPOSAL DESIGN DEVELOPMENT SERVICES Project: Kodiak Auditorium Exterior Renovation rh_ &Aft 4 - ............. FF' T.- - ARCHITECTURE: Project Management 3 Agency Consul/Rev 2 Cost Estimates 8 ARE rntg/plans in hand visit 8 Design Development Dwgs 24 Technical Specs 12 Quality Control 8 Subtotal (hours) 65 0 Subtotal (dollars) $9,100 $0 CONSULTANTS: Civil Engineering Structural Engineering Mechanical Engineering Electrical Engineering Cost Estimating Subtotal Overhead/Profit 10% Total 60 2 0 0 0 60 2 127 $0 $0 $0 $47800 $140 $14,040 $0 $0 $0 . ......... Ut ....... .40 0 0988 fees.xls-40 DD 1 1/4/2010 JENSEN YORBA LOTT, Inc. DESIGN SERVICES PROPOSAL CONSTRUCTION DOCUMENT SERVICES Project: Kodiak Auditorium Exterior Renovation �4fi -LA " S T- -F b; ARCHITECTURE: Project Management Agency Consul/Rev Cost Estimates ARB mtg/plans in hand visit Construction Dwgs Specifications Quality Control Subtotal (hours) Subtotal (dollars) CONSULTANTS: Civil Engineering Structural Engineering Mechanical Engineering Electrical Engineering Cost Estimating Subtotal Overhead/Profit Total 10% 3 2 8 24 40 16 8 Og 0 0 0 0 40 $9,060 $0 $0 $0 $0 $3,200 0 100 $0 $12,860 T' A:oNT ThouF,,' 1 MI~ E. .�. $0 $0 $0 0988 fees.xis-50 CD 1 1/412010 KODIAK ISLAND BOROUGH 710 MILL BAY ROAD KODIAK, ALASKA 99615 CONTRACT CHANGE ORDER Contract No. 2007 11 Change order leo. 13 Project Name, Dumber & Loe'ation. Amount of Contract & Change order KHS1MS Seismic:!jpgrades & Various Bond Pro' ects Original Contract $ 73314$4.00 Contractor Jensen Yorba Lott Inc. Previous Changes $ 114,050.28 This Change $ M0. .Adjusted. Contract - $ 547,534.28 ----- --�--- r..-1,1_ _--- mescl'1jJ 0-11 Ul %,11dnge 4--A. LIi�L KMS Concrete Repair Construction Document Services $ 91F930.00 Accounting: 410-523 452-140 05025 4 ($ 5,654.98) 420515 452-140 050.13 5 ($ 45245.02) 420-515 452-140 05009 5 $ 95930.00 The time provided for completion of the contract is (N unchanged) (U increased) (U decreased) by calendar days. This document shall bAcome aM.. endment to the contract and all rovisions of the contract will apply thereto. Accepted By: �, f ,�,...-1 Date Coip esentativ ��NN D 0 Recommended:- hngineering/Faci.lities . r * « { a ', ' , e Director Approved By. y eel Date � Date C9AZho Manager (Less Titan $10., � -- T t ��o ugh Clerk for all ehange orders on this co 'A S '�X If the change order or orders exceeds ten thousand (10,000) dollars, it will require the signatures of: A. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (l.) assembly member in'the absence of the mayor; or D. Any two (2) assembly members in the absence of the mayor and deputy presiding officer. Approved By :N�, t Date-1�-- �. 10 -.� -yor Revised by MIS 4611.4106 JENSEN Y4RBA LOTT, Inc. DESIGN SERVICES PROPOSAL CONSTRUCTION DOCUMENT SERVICES Project: KODIAK MIDDLE SCHOOL CONCRETE REPAIR ............... I VT.. ARCHITECTURE: Project Management 3 Disc Coor/Doc Review 8 Agency Consul/Rev Schedule Dev/Monitoring Cost Estimates Demo Drawings 4 18 Construction Dwgs 4 18 Site Visit & Review 8 4 Specifications 4 Code Analysis Quality Control Subtotal (hours) 23 0 0 0 0 44 0 67 Subtotal (dollars) $31220 $0 $0 $0 $0 $37520 $0 $81740 CONSULTANTS: Civil Engineering Structural Engineering $2,000 Mechanical Engineering Electrical Engineering Trip Expenses $900 Subtotal $23900 Overhead/Profit 10% $290 Total $3,190 T�1`AL ��J 1" OEM � C��1E�IT kodiak middle school concrete repair.xls-50 CD 1 31212010 KO DIAK ISLAND BOROUGH 7101 ILL BAY ROAD KOgD1AK, ALASKA 99615 CONTRACT CHANGE ®RIDER Contract No. 2007 11 Change Order No. 14 Project Name, Number & Location KHS/MS Seismic Upgrades & Various Bond Projects Contractor Jensen Yorba Lott Inc. Amount of Contract & Change Order Original Contract $ 733,484.00 Previous Changes $ 114,050.28 This Change $ -0- Adjusted Contract $ 847,534.28 Description of Change Cost KMS Emergency Generator $ 19,000.00 KMS Tank Replacement $ 14,000.00 East Tank Replacement $ 14,000.00 jj Accounting: 420-515452-140050175 ($47,000.00) (Contingency) 450-550 452-140 10029 4 $19,000.00 450-550 452-140 09017 4 $14,000.00 450-550 452-140 09018 4 $14,000.00 The time provided for completion of the contract is (12�1 unchanged) This document shallXecome an.amQndment-tathc contract and all v Accepted By: Recommended: Approved By: increased) (U decreased) by calendar days. ions of the contract will apply thereto. Date 7 - I^) - lD Date 7- �2 0 -,2 61 /0 Engineering/Facilities Director Finance Director Attest: Date Manager (Less Than $10,000 - Tota! Borough Clerk for all change orders on this contract) If the change order or orders exceeds ten thousand (10,000) dollars, it will require the signatures of.- A. fA. The mayor and deputy presiding officer; B. The mayor and one (1) assembly member in the absence of the deputy presiding officer; C. The deputy presiding officer and one (1) assembly member in the absence of the mayor; or D. Any two (2) assembly members in the absence of the mayor and deputy presiding officer. Approved By: Mayor Revised by MIS 06/14/06 Deputy Presiding Officer Date Jessica Wolfe From: Tony Yorba [tony@jensenyorbalott.com] Sent: Tuesday, June 15, 2010 3:06 PM To: Jessica Wolfe Cc: Dan Vermedal Subject: KMS stand by generator installation Jessi, pls accept this as our proposal for the design documents for the genset installation drawings for the Kodiak Middle School: We will provide bid drawings for the installation of a genset already in possession of the KIBSD on the Middle School site. Work will include connection to a number of existing circuits identified by school district personnel. We will attend an ARB meeting and review the drawings on the site. We will include the services of RSA Engineers for the mechanical and electrical engineering. We will perform these services on an hourly basis, we recommend the following budgets be established for this work: Construction Documents: $10,000 Bidding: $2,000 Construction administration: $5,000 Travel bid documents and other reimbursable expenses: $2,000 Total: $19,000 Jessica Wolfe From: Tony Yorba [tony@jensenyorbalott.com] Sent: Tuesday, June 15, 2010 3:19 PM To: Jessica Wolfe Subject: East and KMS oil tank replacement Jessi, pls accept this as our proposal for design services for the replacement of oil tanks at Kodiak Middle School and East Elementary School. We understand that scope of work should include the following: As built existing conditions at both schools in coordination with school district personnel; Evaluate and identify pertinent procedures for handling of likely contaminated soil; Produce construction drawings for removal of existing below grade oil tanks, installation of replacement above ground oil tanks, installation and removal of temporary oil tanks and coordination with the work of separate contractors. Work will include architectural , mechanical engineering, environmental engineering, with some limited structural and electrical engineering. These services are to be provided on an hourly basis. We recommend the following budgets be set aside for these services: Construction Documents: Arch: 6,000 Mech/Elect: 4,000 Struct 1,000 Env. Eng. 3,800 Total: $15,000 Bidding: $3,000 CA: $10,000 KODIAK ISLAND BOROUGH AGENDA STATEMENT MARCH 20, 2008 REGULAR MEETING ITEM NO: 13.A.2 TITLE: Contract No. FY2007-11A Amending Contract No. FY2007-11 Architectural and Engineering Services for KMS Seismic Upgrade, KHS Library Seismic Upgrade, KHS Gym Seismic Upgrade, KHS/KMS Complex IRMA Roof Upgrade, KHS Learning Center, KHS Exterior Insulation and Window Replacement, KHS Vocational Center Renovation and KHS Pool Reclamation. SUMMARY: The KIBSD recently compiled a study of the Kodiak High School facility, which includes a comprehensive evaluation of building deficiencies and needs regarding educational program. Findings of the report describe numerous design and condition deficiencies that interfere with student learning. The district has requested that KIB enlist the services of a design professional to further evaluate facility needs at Kodiak High School and provide conceptual options for consideration by the community. KIB has the architectural firm Jensen Yorba Lott under contract to provide A/E services for the KHS Voc-Ed Renovation and Pool Reclamation project. In order to accommodate the KIBSD request, staff recommends authorizing a Change in Services agreement to include Condition Survey, Education Specification, and Conceptual Design for a lump sum price of $126,908. The proposed Change in Services will not increase the amount of the contract. Rather this change will modify emphasis between categories of work within the existing contract. By approving this change the Borough will broaden the focus of design work from the KHS Voc- Ed Renovation and Pool Reclamation Project to a broader study of the entire campus at a conceptual level. Should the options provided by the study be rejected and a return to the original project prevail, additional funding will be needed for A/E services to complete the original project. FISCAL NOTES: Account No.: 420-500-452-140 Amount Budgeted: $733,484.00 Expenditure Required: $0 APPROVAL FOR AGENDA: `/ RECOMMENDED MOTION: Move to authorize the Manager to execute Contract No. FY2007- 11 A with Jensen, Yorba and Lott of Juneau, Alaska. Tony Yorba Jensen Yorba Lott Inc. 522 West 10h Street Juneau, AK 99801 March 25, 2008 Dear Mr. Yorba: KODIAK ISLAND BOROUGH ENGINEERING/FACILITIES DEPARTMENT 710 Mill Bay Road Kodiak, AK 99615 (907) 486-9340 486-9394 Fax Woody Koning, Director wkoning_gkib.co.kodiak.ak.us RECEIVED APR 01 2008 Jensen Yorba t_r.ati The purpose of this letter is to acknowledge a Change in Services agreement regarding the contract between Jensen Yorba Lott and the Kodiak Island Borough dated October 10, 2006 for design services for KHS/MS Seismic Upgrades and various bond projects (KIB Contract # 2007- 11). Both parties hereby agree to delete the Design Budget estimated amount of $269,673 allocated to KHS VocEd Renovation & Pool Reclamation on page 10 of the Contract, and work items associated with that budgeted amount. Additionally both parties agree to add a lump sum price of $126,908 to the Contract amount for Pre -Design Services for KHS Master Plan as described in the attached memo dated March 12, 2008. This Change in Services agreement including attachments shall hereby be an addendum to the Contract, and become part of the contract, and the remainder of the Contract shall remain in full force. AGREED BY: •J� lut— Rick Gifford, Mdiiager Kodiak Island Borough 1 ATTEST: ARCHITECT in Charge DATE: 3-12-08 FROM: Woody Koning TO: Rick Gifford KODIAK ISLAND BOROUGH ENGINEERING/FACILITIES DEPARTMENT RE: Contract FY 2007-11 MEMORANDUM The KIBSD has requested provision of an expanded study of the condition of the Kodiak High School facility by an architect to include educational specifications, condition survey, and conceptual design options. Currently KIB has the firm Jensen Yorba Lott under contract to provide A/E services for the KHS Voc-Ed Renovation and Pool Reclamation project. The scope of services in this contract include: 1. Project Administration Services 2. Evaluation and Planning Services 3. Design Services 4. Construction Procurement Services 5. Contract Administration Services 6. Facility Operation Services Under the contract the architect is to be compensated for time and materials based on an estimate of $269,673. The contract provides for a Change in Services if mutually agreed in writing. The architect has agreed to a Change in Services as described in the attached proposal from Jensen Yorba Lott. The change can be accomplished without increasing the current budgeted amount of for design, and without increasing the amount of the A/E contract. The proposed change would broaden the scope of work categories 1-3 above, and delete items 4-6 in the A/E contract. The lump sum cost for the change is $126,908. Since the funding for this project is partially reimbursable bond money, I called Sam S. Kito, Technical Engineer/Architect I with DEED to verify that this change in scope would comply with the reimbursement agreement between the state and KIB. He answered yes. I called Thomas Klinkner, the attorney KIB retained for the bond issue for his advice on this change from a legal perspective. He blessed the change in scope as long as KIB builds a capital project with remaining bond funds. Since this study is likely to suggest high cost options and the state reimbursement window is due to expire this fall, KIBSD has requested a schedule for this project that will allow time for a bond issue to be included in the October election this year. Jensen Yorba Lott Inc. Designing Alaska Since 1935 Date: March 12, 2008 To: Ken Smith From: Tony Yorba RE: KHS Masterplan CC: MEMORANDUM The following is our proposed methodology/ scope of work for the masterplan: We understand that the District and KIB are committed to preparing a bond proposal to put before the voters for the regular October election. The objective of the bond proposal would be to obtain a funding commitment from the voters for some combination of new construction and renovation of the existing Kodiak High School so that your newly developed academic program can be fully realized. We agreed that the bond proposal will need to be supported by a design proposal that describes how the new academic proposal can be incorporated into the existing high school campus. This design proposal will be a masterplan that suggests which existing buildings remain, which should be renovated or reused, which should be torn down, and what new construction could be anticipated. The following are the steps we propose: 1. Research: Develop site base plan of all facilities; Review the new academic program, identify any areas where additional information is needed; expand on the existing adjacencies diagrams to create department templates- spatial clusters that may suggest areas that would translate into buildings or portions of buildings. Present square foot costs to use for estimating plans. We would review these templates and other base information in a meeting March 26. 2. Preliminary Design Options: Develop alternative conceptual design options showing how the area templates developed in step 1 can be fit on ARCHITECTURE • INTERIOR DESIGN • LANDSCAPE ARCHITECTURE 522 WEST 10TH STREET JUNEAU, ALASKA 99801 (907) 586-1070 FAX (907) 586-3959 www.jensenyorbalott.com the site and existing buildings. Prepare advantages/ disadvantages report for each concept. Develop list of priorities for evaluating subsequent design options. Present the preliminary design options on April 2. 3. Develop Design Options: further develop design options based on feedback from task 2 meetings. Prepare analysis of each based on the list of priorities. Select 2 or 3 options for further evaluation. Present design options, priorities analysis and select preferred options for further evaluation at a meeting April 17. 4. Develop 2 or 3 preferred design options. Prepare conceptual cost estimate for each. Present options, select a best case option at meeting May 2 5. Prepare masterplan graphics, narrative for use in bond election advertisements. Our fee proposal for these masterplan services is attached. We have also included a fee proposal for a conditions survey. The survey would be a separate task, the information from which would be useful in renovation or re -use of any facilities that warrant it. The conditions survey will include time to review the existing education program with EED and make sure they accept it as fulfilling the requirement for an education specification. Thanks for this opportunity to be of service, let me know if you have any questions. G:\_Projects\0651\Corr\hs masterplan\masterplan scope.doc ARCHITECTURE • INTERIOR DESIGN *LANDSCAPE ARCHITECTURE 522 WEST 10- STREET JUNEAU, ALASKA 99801 (907) 586-1070 FAX (907) 586-3959 www.jensenyorbalott.com JENSEN YORBA LOTT, Inc. DESIGN SERVICES PROPOSAL SUMMARY project: KODIAK HIGH 5GHVUL I -Mt ut.-MUN I AJY\J SERVICES FEE TYPE EXPENSES TOTAL Conditions Survey $63,808 Lump sum $0 $63,808 Ed Spec Review (in Cond Survey $0 Lump sum $0 $0 Conceptual Design $63,100 Lump sum $0 $63,100 $0 Lump sum $0 $0 $0 Lump sum $0 $0 $0 Lump sum $0 $0 $0 Lump Sum $0 $0 $0 Time/Expens $0 $0 TOTAL $126,908' high school pre design fee.xls-SUM 1 3/7/2008 JENSEN YORBA LOTT, Inc. DESIGN SERVICES PROPOSAL MASTERPLAN DESIGN SERVICES Project: KODIAK HIGH SCHOOL PRE DESIGN TASKS Arch/LArch/IDes STAFF: PMgr III II 1 Intern Drft AA TOTAL $140 $1115 $105 $95 $90 $80 $70 ARCHITECTURE: Project Management Base Sheets & Research Prelim Options Site Visit 1: Prelim Options Develop Prelim options Site Visit 2: Prioritise options Revise Options Devlop cost est for options Site Visit 3: Select Option Finalize Concept Design Quality Control Subtotal (hours) Subtotal (dollars) CONSULTANTS: 8 8 8 8 24 24 24 24 8 16 40 24 16 8 40 24 8 8 8 8 40 40 112 152 0 0 128 24 15,680 17,480 0 0 11,520 1,920 Structural, Mech, Elect Engineering Input Cost Estimating Architectural Reimbursables: (3 trips, 5 days plus printing) Subtotal Overhead/Profit 10% Total 0 416 0 $46,600 $5,000 $5,000 $5,000 $15,000 $1,500 $16,500 TOTAL MASTERPLAN DESIGN SERVICES FEE $63,100 high school pre design fee.xls-CONCEPT DESIGN 1 3/6/2008 JENSEN YORBA LOTT, Inc. DESIGN SERVICES PROPOSAL CONDITIONS SURVEY FEE Project: KODIAK HIGH SCHOOL PRE DESIGN TASKS Arch/LA rchli Des' STAFF: PMgr III II I Intern Drft AA TOTAL $140 $115$105 $95 $90 $80 $70 ARCHITECTURE: $2,500 Project Management 2 Site visit 16 Review Existing document 24 Teleconference Review Mtg 4 Cost Estimates 2 Review Ed Spec with EED 4 Draft Report 16 Teleconference Review Mtg 4 Final Report 8 Public Presentation 8 Subtotal (hours) 88 0 0 0 0 0 0 88 Subtotal (dollars) 12,320 0 0 0 0 0 0 $12,320 CONSULTANTS: Arch reimbursables- 2 trips, ( 2 day trip 1,300; 1 day trip 900) plus printing etc $2,500 Structural Engineering $9,157 Mechanical Engineering $10,715 Electrical Engineering $12,115 Subtotal $46,807 Overhead/Profit 10% $4,681 TOTAL CONDITIONS SURVEY FEE $63,808 high school pre design fee.xls-CONDITIONS SURVEY 1 3/7/2008 TIME LINE FOR KODIAK HIGH SCHOOL MASTER PLAN 2-29-08 KHS Facility Report KIBSD 3-26-08 Review Templates/Cost JYL-KIBSD/EF 4-2-08 Preliminary Options JYL-KIBSD/EF 4-17-08 Select 2 or 3 Options JYL-KIBSD/KIB 5-2-08 Select Best Case Option JYL-KIBSD/KIB 5-9-08 Submit DEED Application KIBSD 6-25-08 DEED Approval DEED 8-7-08 Introduce Bond Ordinance KIB 8-14-08 Introduce or Adopt Ordinance KIB 8-21-08 Adopt Ordinance KIB 8-21-08 Introduce Bond Ordinance KIB 8-28-08 Sp. Meeting to Adopt Ordinance KIB 8-29-08 Project Description to Clerk EF 9-5-08 1" Notice of Election Clerk 9-17-08 Mail Pamphlets Clerk 2nd Notice of Election Clerk 1St Notice of Bond Indebtedness Clerk 9-22-08 2nd Notice of Bond Indebtedness Clerk 10-1-08 3rd Notice of Election Clerk 3rd Notice of Bond indebtedness Clerk 10-7-08 Election Clerk