purchasing department - tulsa county, oklahoma€¦ · .2 structural engineer: wallace engineering...
TRANSCRIPT
TULSA COUNTY
PURCHASINGDEPARTMENT
Date: Febmary22, 2018
From: Matney M. EllisPurchasing Director
To: Board of County Commissioners
Subject: Agreement- GH2 Architects, LLC.
Submitted for your approval and execution is the attached agreement between the Boardof County Commissioners and GH2 Architects, LLC. for fee proposal and scope of workfor the relocation of existing County Offices into the new facility building, formallyknown as the Community Care Building as per attached documentation.
Respectfully submitted for your approval and execution.
MME/skb
Original:
Copies:
Michael Willis, County Clerk, for the Febmary 26, 2018 agenda.
Commissioner John M. SmaligoCommissioner Karen KeithCommissioner Ron Peters
John Fothergill, Chief DeputyVicki Adams, Chief Deputy
Form 4363 (Rev. 4-98)
GH^ ARCHITECTSDesign. Service. Solutions.
February 13, 2018
Tulsa County Board of Commissionersc/o Matney M. Ellis, Purchasing DirectorTulsa County Administration BuildingPurchasing Department500 South DenverTulsa, OK74103
RE: Fee Proposal and Scope of Work
Dear Ms. Ellis-
Please accept this letter and the attached draft ofAIA Document, AIA Document B101-2017,Standard Form of Agreement Between Owner and Architect as our fee proposal and scope ofwork for this project.
Please note the following:
1.
2.3.
4.
The original Request for Qualifications (RFQ), Addenda #1, Clarification Email, and aPreliminary Project Schedule have been attached to the draft agreement as Exhibits.Our Basic Services fee proposal is 4.95% of the Cost of the Work.Our Basic Services fee proposal includes supplemental services as outlined in Section4. 1 of the draft agreement. These include Programming, Multiple Preliminary Designs,Measured Drawings, Civil Engineering, Architectural Interior Design, Record Drawings,Fast Track Design Services, Multiple Bid Packages, FF&E survey, selection, andprocurement, and Graphics and Signage Design.We understand that the MEP/Fire Protection Engineer selected by the County may beassigned to GH2 Architects, LLC as a consultant.
Please contact me vw'th any questions. We appreciate the opportunity to submit this proposal.
, L^r""Sincerely,GH2 Archi.^
icha I Hall, AIAPrincipal
320
^- Document B101"-2017Standard Form of Agreement Between Owner and Architect
AGREEMENT made as of the day of in the year(In words, indicate day, month and year.)
BETWEEN the Architect's client identified as the Owner:(Name, legal status, address and other information)
Tulsa County Board of County CommissionersTulsa County Administradoii Building500 South DenverTulsa, OK 74103
and the Architect:
(Name, legal status, address and other information)
GH2 Architects, LLC320 South Boston Aye., Ste. 100Tulsa, OK 74103
for the following Project:(Name, locaUonand detailed description)
Tulsa County Administration Buildings
ADDITIONS AND DELETIONS:The author of this document hasadded information needed far itscompletion. The author may alsohave revised the text of the originalAIA standard form. An Additions andDeletions Report that notes addedinfomiation as well as revisions tothe standard form text is available
from the author and should bereviewed. A vertical line in the laftmargin of this document indicateswhere the author has added
necessary information and wherethe auttor has added to or deletedfrom the original AIA text.
This document has important legalconsequences. Consultation with an
attorney is encouraged with respectto its completion or modification.
The Owner and Architect agree as follows.
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TABLE OF ARTICLES
1 INITIAL INFORMATION
2 ARCHITECT'S RESPONSIBILITIES
3 SCOPE OF ARCHITECT'S BASIC SERVICES
4 SUPPLEMENTAL AND ADDmONAL SERVICES
5 OWNER'S RESPONSIBILITIES
6 COST OF THE WORK
7 COPYRIGHTS AND LICENSES
8 CLAIMS AND DISPUTES
9 TERMINATION OR SUSPENSION
10 MISCELLANEOUS PROVISIONS
11 COMPENSATION
12 SPECIAL TERMS AND CONDmONS
13 SCOPE OF THE AGREEMENT
ARTICLE 1 INITIAL INFORMATION§ 1.1 This Agreement is based on fhe Initial Information set forth in this Section 1. 1.(For each item in this section, insert the information or a statement such as "not applicable" or "unknown at timeof execution. ")
§ 1.1.1 The Owner's program for the Project:(Insert the Owner's program, identify documentation that establishes the Owner 's program, or state the manner inwhich the program will be developed.)
The pro-am for Ae project wiU be finalized by the Architect, but generally includes the relocation of existingCounty Offices into a new facility the Cominunity Care Building. The program will also include analysis of spacevacated in the existing County Office Buildings as a result of the relocations. Refer to Exhibit A for additional*mfonnatioQ.
§ 1.1.2 The Project's physical characteristics:(Identify or describe pertinent information about the Project's physical characteristics, such as size; location:dimensions; geotechnical reports; site boundaries; topographic surveys; traffic and utility studies; availability ofpublic and private utilities and services; legal description of the site, etc.)
Refer to Exhibit A.
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§ 1.1.3 The Owner's budget for the Cost of the Work, as defined in Section 6. 1 .(Provide total and, if known, a line item breakdown.)
Refer to Exhibits A and C.
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§ 1.1.4 The Owner's andcipated design and consfruction milestone dates;
.1 Design phase milestone dates, if any:
Complete existing FF&E Evaluation no later than February 28, 2018Initial Design Bid Packages to be prepared by June 30, 2018
.2 Construction commencement date:
Final Dates to be determinedCommunity Care Building: Fall 2018Ray Jordan Building: June 2019
^ Substantial Completion date or dates:
Final Dates to be detennmed, Spring 2019
A Other milestone dates:
To be detemiined by Owner, Project Manager, and Architect.
§ 1.1.5 The Owner intends tiie following procurement and delivery method for the Project:(Identify method such as competitive bid or negotiated contract, as well as any requirements for accelerated orfast-track design, and construction, multiple bid packages, or phased construction.)
Constmction Management with fast track design and multiple bid packages.
(Paragraphs Deleted)
(Paragraphs Deleted)
§ 1.1.7 The Owner identifies the followmg representative in accordance with Section 5.3:(List name, address, and other contact information.)
Ms. Vicki AdamsTulsa County Board of CommissionersTulsa County Administration Building500 South DenverTulsa, Oklahoma 74013
§ 1-1-8 The persons or entities, in addidon to the Owner's representative, who are required to review the Architect'ssubmittals to fhe Owner are as follows:
(List name, address, and other contact information.)
Kirty CroweProgram Management Group (PMg)601 South Boulder Avenue, Suite 1200Tulsa, OK74119
§ 1.1.9 The Owner shall retain the following consultants and contractors:(List name, legal status, address, and other contact information.)
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.1 Project Manager:
PMg Program Management Group601 Soutfa Boulder Avenue, Suite 1200Tulsa, OK74119
.2 Mechanical, Electrical, Plumbing aad Fire Protecdon Engineer;
Allied Engineering Group (AEG)1401 South Denver Ave. West, Ste. ATulsa, OK74119
(Paragraph Deleted)
(Paragraph Deleted)
§ 1.1.10 The Architect identifies the following representative in accordance with Section 2.3:(List name. address, and other contact information.)
Michael Hall, AIA, PrincipalGH2 Architects, LLC320 S. Boston Ave., Ste. 100Tulsa, OK 74103
§ 1.1.11 The Architect shaU retain the consultants identified in Sections 1. 1. 11. 1 and 1. 1. 11.2:(List name, legal status, address, and other contact information.)
1.1. 11. 1 Consultants retained under Basic Services:.1 Civil Engineer:
Wallace Engineering200 E. Mathew B. Brady St.Tulsa, OK 74103
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AJA D°c"me"*B101 m - 2017- COPy"flht © 1874, 1 978. 1967, 1997, 2007 and 2017 by The American Institute of Architects. All rinhts reserved. WARNING-i. Copyright Law and International Treaties. Unauthorized reproduction or distribution ofttls AiA*"Docuinent
or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent'Dossifalewd.°CUT.ent.wss Produced by AiA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 02/26/2D1'9~a^diSn'oTfo7res°aTa.User Notes: , ----.-, -..-.-..-..-.. -"^g^^^
.2 Structural Engineer:
Wallace Engineering200 E. Mathew B. Brady St.Tulsa, OK 74103
(Paragraphs Deleted)
§ 1.1.12 Other Inidal Information on which the Agreement is based:
Exhibits A, B, C, D.
§ 1.2 The Owner and Architect may rely on the Initial Information. Both parties, however, recognize that the InitialInfonaation may materially change and, in that event, the Owner and the Architect shall appropriately adjust theArchitect's services, schedule for the Architect's services, and the Architect's compensation. The Owner shall adjustthe Owner's budget for the Cost of the Work and the Owner's anticipated design and construction milestones, as'necessaiy, to accommodate material changes in the Initial Infonnation.
(Paragraphs Deleted)
ARTICLE 2 ARCHITECT'S RESPONSIBILITIES§ 2.1 The Arcliitect shaU provide professional services as set forth in this Agreement. The Architect represents that itis properly licensed in the jurisdiction where fhe Project is located to provide the services required by thisAgreement, or shall cause such services to be perfonned by appropriately licensed design professionals.
^".^. The Architect shall perform its services consistent with fhe professional skill and care oidmarily provided byarchitects practicmg in the same or similar locality under the same or similar circumstances. The Architect shallperfonn its services as expeditiously as is consistent with such professional skilthe Project.
§ 2.3 The Architect shall identify a representative authorized to act on behalf of the Architect with respect to theProject.
§ 2.4 Except with the Owner's knowledge and consent, the Architect shall not engage in any activity, or accept anyemployment interest or contribution that would reasonably appear to compromise the Architect's professionaljudgment with respect to this Project.
§ 2.5 The Architect shall maintain the following insurance until termmation of this Agreement. If any of therequiremraits set forth below are in addition to the types and limits the Architect normally maintains, the Ownershall pay the Architect as set forth in Section 11.9.
§ 2. 5.1 Commercial General Liability with policy limits of not less fhan One Million Dollars ($ 1,000, 000. 00 ) foreach occurreace and Two Million Dollars ($ 2,000,000.00 ) in the aggregate for bodily injury and propertydamage.
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§ 2. 5.2 Automobile LiabiUty covering vehicles owned, and non-owned vehicles used, by the Architect with policylimits of not less than One MiUion Dollars ($ 1,000,000.00 ) per accident for bodily injuiy, death of any peison,and property damage arising out of the ownership, mamtenance and use of those motor vehicles, along with anyother statutorily required automobile coverage.
§ 2.5.3 TTie Architect may achieve the required limits and coverage for Commercial General Liability andAutomobile Liability through a combinadon of primary and excess or umbrella liability insurance, provided suchprimary and excess or umbrella liability insurance policies result in the same or greater coverage as the coveragesrequired under Sections 2. 5. 1 and 2.5.2, and in no event shall any excess or umbrella liability msurance providenarrower coverage tfaan the primary policy. The excess policy shall not require the exhaustion of the underlyinglimits only through the actual payment by the underlying iasurere.
§ 2.5.4 Workers' Compensation at statutory limits.
§2.5.5 Employers' LiabiUty with policy limits not less than One MilUon Dollars ($ 1,000,000.00 ) each accident,One MiUion Dollars ($1, 000,000.00 ) each employee, and One MilUon Dollais ($ 1,000,000.00') policy limit
§ 2.5.6 Professional Liability covering negligent acts, errors and omissions in the performance of professionalservices with policy limits of not less than Two Million Dollars ($ 2,000,000.00 ) per claim and Two MillionDollars (S 2,000,000.00 ) m the aggregate.
§ 2.5.7 Additional Insured Obligations. To the fullest extent permitted by law, the Architect shall cause the primaryand excess or umbrella polices for Commercial General Liability and Automobile Liability to include the Owner asan additional insured for claims caused m whole or in part by the Architect's negligent acts or omissions. Theadditional insured coverage shall be primary and non-contributoiy to my of the Owner's insurance policies and shallapply to both ongoing and completed operations.
§ 2.5.8 The Architect shall provide certificates of insurance to the Owner that evidence compliance with therequirements in this Section 2. 5.
ARTICLE 3 SCOPE OF ARCHITECT'S BASIC SERVICES§ 3.1 The Architect's Basic Semces consist of those described in this Article 3 and include usual and customarystructural engineering services. Services not set forth in this Article 3 are Supplemental or Additional Services.
§ 3.1.1 The Architect shall manage the Architect's services, research applicable design criteria, attend Projectmeetings, conununicate with members offhe Project team, and report progress to the Owner.
§ 3.1^ The Architect shall coordinate its services with those services provided by the Owner and the Owner'sconsultants. The Architect shall be entitled to rely on, and shall not be responsible for, the accuracy, completeness,and timeliness of, services and information furnished by the Owner and the Owner's consultants. The Architect shallprovide prompt written notice to the Owner if the Architect becomes aware of any error, omission, or inconsistencyin such sendees or information.
§ 3-'1-3 Assoon as practicable after the date of this Agreement, die Architect shall submit for the Owner's approval aschedule for the perfonnance of the Architect's services. The schedule inidally shall include anticipated dates for thecommencement of construction and for Substantial Completion of the Work as set forth in the Initial Information.Re schedule shall include allowances for periods of time required for the Owner's review, for the perfoimance ofthe Owner's consultants, and forapproval of submissions by authorities having jurisdiction over the Project. Onceapproved by the Owner, time lunits established by the schedule shall not, except for reasonable cause, be exceededby the Architect or Owner. With the Owner's approval, the Architect shaU adjust the schedule, ifnecessaiy, asAeProject proceeds until the coramencement of construction.
S3-1-4 The,Architectsha11 notbe responsible for an Owner's directive or subsdtution, or for the Owner's acceptanceofnon-conforming Work, made or given without the Architect's written approval.
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§ 3.1.5 The Architect shall contact governmental authorities required to approve the Constmction Documents andentities providing utility services to the Project. The Architect shaU respond to applicable design requirementsimposed by those authorities and entities.
§ 3.1.6 The Architect shall assist the Owner m connection with the Owner's responsibility for filing documentsrequired for the approval of governmental authorities having jurisdiction over the Project.
§ 3.2 Schematic Design Phase Services§ 3.2. 1 The Architect shall review the program and other iiifomiation furnished by the Owner, and shall review laws,codes, and regulations applicable to the Architect's services.
§ 3.2.2 The Architect shall prepare a preliminary evaluadon of the Owner's program, schedule, budget for the Costoffhe Work, Project site, the proposed procurement and delivery method, and other Initial Information, each inteims offhe other, to ascertain the requirements of the Project. The Architect shall notify the Owner of (1) anyinconsistencies discovered in the information, and (2) other informadon or consulting services that may bereasonably needed for the Project.
§ 3.2.3 The Architect shall present its preliminary evaluation to the Owner and shall discuss with the Owneralternative approaches to design and constmction of the Project. The Architect shall reach an understanding with theOwner regarding the requirements of the Project.
§ 3.2.4 Based on the Project requirements agreed upon wifh the Owner, the Architect shall prepare and present, forthe Owner's approval, apreUminary design illustratu^ the scale and relationship of the Project components.
§3.2.5 Based on the Owner's approval of the prelimmary design, the Architect shall prepare Schematic DesignDocuments for the Owner's approval. The Schematic Design Documents shall consist of drawings and otherdocuments includmg a site plan, if appropriate, and preliminary building plans, sections and elevations; and mayinclude some combination of study models, perspective sketches, or digital representations. Preliminary selectionsof major building systems and construction materials shall be noted on the drawings or described in wnting.
§ 3.2. 5. 1 The Architect shall consider sustainable design alternatives, such as material choices and buildingorientation, togedier with other considerations based on program and aesthetics, in developing a design that isconsistent with the Owner's program, schedule and budget for the Cost of the Work. The Owner may obtain moreadvanced sustainable design services as a Supplemental Service under Section 4. 1. 1.
§ ̂ . 5-2 The Architect shall consider the value of alternative materials, building systems and equipment, togetherwilfa other considerations based on program and aesthetics, in developing a design for the Project that is'consistentwith the Owner's prograin, schedule, and budget for the Cost of the Work.
§ 3.2.6 The Architect shaU submit to the Owner an estimate of the Cost of the Work prepared in accordance withSection 6.3.
§ 3.2.7 The Architect shall submit the Schematic Design Documents to the Owner, and request the Owner'sapproval.
§ 3.3 Design Development Phase Services§ 3^.1 Based on the Owner's approval of the Schematic Design Documents, and on the Owner's au&orization ofmy adjustments in th^Project requirements and the budget for fhe Cost of the Work, fhe Architect shall prepareDesign Development Documents for the Owner's approval. The Design Development Documents shall illustrate anddescribe the development of the approved Schematic Design Documents and shall consist of drawings and otheroclunents lrlcludmS Plans> sections, elevations, typical construction details, and diagrammatic layouts of building
systems to fix and describe the size and character of the Project as to architectural, structural, mechanical andelectrical systems, and other appropriate elements. The Design Development Documents shall also include oudinespecifications that identify major materials and systems and establish, in general, their quality levels
§ 3.3.2 The Architect shall update the estimate offhe Cost of the Work prepared in accordance with Section 6.3.
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§ 3.3.3 The Architect shall submit die Design Development Documents to the Owner, advise the Owner of anyadjustments to the estimate of the Cost of the Work, and request the Owner's approval.
§ 3A Construction Documents Phase Services§ 3.4.1 Based on the Owner's approval of the Design Development Documents, and on the Owner's authorization ofany adjustments in the Project requirements and the budget for the Cost of the Work, the Architect shall prepareConstruction Documents for the Owner's approval. The Construction Documents shall illustrate and describe thefurther development offhe approved Design Development Documents and shall consist of Drawings andSpecificadons setting forth in detail the qiiality levels and performance criteria of materials and systems and otherrequiremeirts for the construction of Ae Work. The Owner and Architect acknowledge that, in order to perform theWork, the Conttactor will provide additional infonnation, including Shop Drawings, Product Data, Samples andother similar submittals, which the Architect shall review in accordance wi<h Section 3.6.4.
§ 3.4.2 The Architect shall incorporate the design requirements of governmental authorities having jurisdiction overthe Project into the Construction Documents.
§ 3.4.3 During the development of the Construction Documents, the Architect shall assist the Owner in thedevelopment and preparation of (1) procurement infonnation that describes tfae time, place, and conditions ofbiding, including bidding or proposal forms; (2) the form of agreement between the Owner and Contractor; and (3)&e Conditions of the Contract for Construction (General, Supplementary and oAer Conditioiis). The Architect shallalso compile a project manual that includes the Conditions of the Contract for Conslraction and Specifications, andmay mclude bidding requirements and sample fonns.
§ 3.4.4 The Architect shall update the estimate for the Cost of the Work prepared in accordance with Section 6. 3.
§ 3.4.5 The Architect shall submit the Coastmction Documents to the Owner, advise the Owner of any adjustmentsto the estimate of the Cost of the Work, take any action required under Section 6.5, and request the Owner'sapproval.
§ 3J5 Procurement Phase Services§3.5. 1 GeneralThe Architect shall assist the Owner and Consti-uction Manager in establishing a list of prospective contractors,Following the Owner's approval of the Construction Documents, the Architect shall assist the Owner in (1 )obtaimng either competitiye bids or negotiated proposals; (2) confirmmg responsiveness of bids or proposals; (3)determimng the successfal bid or proposal, if any; and, (4) awarding and preparing contracts for construction.
§ 3.5.2 Competith/e Bidding§ 3.5^.1 Bidding Documents shall consist of bidding requirements and proposed Contract Documents,
§ 3.5.2.2 The Architect shall assist the Owner and Construction Manager in bidding the Project by:.1 facilitating the distribution of Bidding Documents to prospective bidders;
organizing and conducting a pre-bid conference for prospective bidders;preparing responses to questions from prospective bidders and providing clarifications and
interpretations of the Bidding Documents to the prospective bidders in the form of addenda; and,.4 organizing and conducting die opening of the bids, and subsequently documentmg and distributing (fae
bidding results, as directed by the Owner.
§ 3.5^. 3 If tfae Bidding Documeuts permit substitutions, upon the Owner's written authorization, the Architect shall,as an Additional Service, consider requests for substitutions and prepare and distribute addenda identifying approvedsubstitutions to all prospective bidders.
§ 3.5.3 Negotiated Proposals§ 3.5.3.1 Proposal Documents shall consist of proposal requirements and proposed Contract Documents.
§ 3.5.3.2 Tlie Architect shall assist the Owner in obtaining proposals by:.1 facilitating ifae disti-ibution of Proposal Documents for distribution to prospective contractors and
requesting their return upon completion of the negotiation process;
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organizing and participating in selection interviews with prospective contractors;preparing responses to questions from prospective contractors and providing clarifications and
interpretations of the Proposal Documents to the prospective contractors in the form of addenda; and,participating in negotiations with prospective contractors, and subsequently preparing a summary
report of the negotiation results, as directed by the Owner.
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§ 3.5.3.3 If the Proposal Documents permit substitutions, upon the Owner's written authorization, the Architect shall,as an Additional Service, consider requests for substitutions and prepare and distribute addenda identifying approvedsubstitutions to all prospective contractors.
§ 3.6 Construction Phase Services§3.6.1 General§ 3.6.1.1 The Architect shall provide administration of the Contract between the Owner and the Contractor as setforth below and in AIA Document A201T-2017, General Conditions of the Contract for Construction. Iftbe Ownerand Contractor modify AJA Document A201-2017, those modifications shall not affect the Architect's servicesunder this Agreement unless the Owner and the Architect amend this Agreement.
§ 3.6.1.2 The Architect shall advise md consult with the Owner during the Consfa-uction Phase Services. TheArchitect shall have authority to act on behalf of the Owner only to the extent provided in this Agreement. TheArchitect shall not have control over, charge of, or responsibility for the construction means, methods, techniques,sequences or procedures, or for safety precautions and programs in connection with the Work, nor shall theArchitectJ>e responsible for the Contractor's failure to perform the Work in accordance with the requirements of theContract Documents. The Architect shall be responsible for the Architect's negligent acts or omissions, but shall nothave control over or charge of, and shall not be responsible for, acts or omissions of the Contractor or of any otherpersons or entities performing portions of the Work.
§^3. 6.1.3 Subject to Section 4.2 and except as provided in Section 3. 6. 6.5, the Architect's responsibiUty to provideConstruction Phase Services commences with the award of the Contract for Construction and terminates on the datethe Architect issues fhe final Certificate for Payment.
§ 3.6.2 Evaluations of the Work§ 3.6.2.1 The Architect shall visit the site at intervals appropriate to the stage of construction, or as otherwiserequired in Section 4.2.3, to become generally familiar with the progress and quality of the portion of the Workcompleted, and to detennine, iri general, if the Work observed is being perfonned in a manner indicating that theWork, when fully completed, will be in accordance with the Contract Documents. However, the Architect shall notbe required to make esdiaustive or continuous on-site inspections to check the quality or quantity of the Work. Onthe basis of fee site visits, the Architect shall keep the Owner reasonably informed about tfie progress and quality ofthe portion of the Work completed, and promptly report to the Owner (1) known deviations from the ContractDocuments, (2) known deviations from tiie most recent construction schedule submitted by the Contractor, and (3)defects and deficiencies observed in the Work.
§ 3.63.2 The Architect has the authority to reject Work that does not conform to the Contract Documents. Wheneverthe Architect considers it accessary or advisable, the Architect shall have the authority to require inspection ortesting of the Work in accordance with the provisions of the Contract Documents, whether or not the Work isfabricated, mstalled or completed. However neither this authority of the Architect nor a decision made in good faitheither to exercise or not to exercise such authority shall give rise to a duty or responsibility of the ArchitecFto theContractor, Subcontractors, suppliers, their agents or employees, or other persons or entities performing porticthe Work.
§3.6.2.3 Tbe Architect shall interpret and decide matters concerning perfonnance under, and requirements of, theContract Documents on written request of either the Owner or Contractor. The Architect's response to such requestsshall be made in writing wifhin any time limits agreed upon or otherwise with reasonable promptness.
§3. 6.2.4 toteipretatiODS and decisions of die Architect shaU be consistent with the intent of, and reasonably mferablefrom, the Contract Docuinents and shall be in writing or in fhe form of drawings. Whenmaldng suchmterpretationsmd decisions, the Architect shaU endeavor to secure faithful performance by both Owner and Contractor, shall no7show partiality to either, and shall not be Uable for results of interpretations or decisions rendered in good faitfa. The^tD O^Trt, BJ01T-'2017:cwright»®^74-, 1978'1987-1?97' 200.7 a"d_2017 by The American Institute of Architects. All rights reserved. WARNING:ThLS-AIALolcum^niL£..pro-tecte_dby"_'s-COPyri?ht, Lawa"dlnterna^
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Architect's decisions on matters relating to aesthetic effect shall be final if consistent with the intent expressed in theCoutract Documents.
§ 3.6.2.5 Unless the Owner and Contractor designate another person to serve as an Initial Decision Maker, as thatterm is defined in AIA Document A201-2017, the Architect shall render initial decisions on Claims between theOwner and Contractor as provided in the Contract Documents.
§ 3.6.3 Certificates for Payment to Contractor§ 3.6.3.1 The Architect shall review and certify the amounts due the Contractor and shall issue certificates in suchamounts. The Architect's certification for payment shaU constitute a representation to the Owner, based on theArchitect's evaluation offhe Work as provided in Section 3.6.2 and on the data comprising flie Confcractor'sApplication for Payment, that, to the best of the Architect's knowledge, infoimadon and belief, the Work hasprogressed to the point indicated, the quality of the Work is m accordance with the Contract Documents, and that tfaeContractor is^ entitled to payment in tiie amount certified. The foregoing representations are subject to (1) anevaluation of the Work for confonnance with the Contract Documents upon Substantial Completion, (2) results ofsubsequent tests and inspections, (3) correction ofiiiinor deviations from the Contract Documents prior tocompletion, and (4) specific qualifications expressed by the Architect.
§ 3.6.3^ The issuance of a Certificate for Payment shall not be a representation that the Architect has (1) madeexhaustive or continuous on-site inspections to check the quality or quantity of the Work, (2) reviewed constructionmeans, meAods, techniques, sequences or procedures, (3) reviewed copies of requisitions received fi-omSubconfaactors and suppliers md other data requested by the Owner to substantiate the Contractor's right topayment, or (4) ascertained how or for what purpose the Contractor has used money previously paid on account ofthe Contract Sum.
§ 3.6.3.3 The Architect shall maintain a record oftfae Applications and Certificates for Payment.
§ 3.6.4 Submittals§ 3.6.4.1 The Architect shall review the Contractor's submittal schedule and shall not unreasonably delay or withholdapproval of the schedule. The Architect's acdon in reviewing subinittals shall be taken in accordance witfa theapproved submittal schedule or, m the absence of an approved submittal schedule, with reasonable promptaess whileallowing sufficient time, m the Architect's professional judgment, to permit adequate review.
§ 3.6.4.2 The Architect shall review and approve, or take other appropriate action upon, the Contractor's submittalssuch as Shop Drawings, Product. Data and Samples, but only for the limited purpose of checking for conformancewith information given and the design concept expressed in the Contract Documents. Review of such submittals isnot for fhe puq)ose of detennining thes accuracy and completeness of other information such as dimensions,quantities, and ifl&tallation or performance of equipment or systems, which are the Contractor's responsibility. TheArchitect's review shall not constitute approval of safety precautions or construction means, methods, techniques,sequences or procedures. The Architect' s approval of a specific item shall not indicate approval of an assembly ofwhich the item is a component.
§ 3.6.4.3 If the Contract Documents specifically require the Contractor to provide professional design services orcertifications by a design professional related to systems, materials, or equipment, fhe Architect shall specify theappropriate perfonnance and design criteria that such services must satisfy. The Architect shall review'and tokeappropriate action on Shop Drawings and other submittals related to the Work designed or certified by theContractor's design professional, provided the submittals bear such professional's seal and signature whensubmitted to the Architect. The Architect's review shall be for the limited purpose of checking for confonnance withinformation given and the design concept expressed in the Contract Documents. The Architect shall be entitled torely upon, and shall not be responsible for, the adequacy and accuracy of the services, certifications, and approvalsperformed or provided by such design professionals.
§ 3.6.4.4 Subject to Section 4.2, the Architect shall review and respond to requests for information about (he ContractDocuments. The Architect shall set forth. in the Contract Documents, the requirements for requests for infomiation.Requests for information shall include, at a mmimum, a detailed written statement that indicates the specificDrawings or Specifications in need of clarification and the nature of the clarification requested. The Architect'sresponse to such requests shall be made in writing within any time limits agreed upon, or ofherwise with reasonable
^DOC^'"e.nt. B101w--2a17-.c°.p,yri8ht®-!974'1?78'1987'1?97' 2°07 a"d.2017 by The American Institute of Architects. All rights reserved. WARNING:iisAlA» Document Is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction ordistribuHonofthisAIA8
oran)'-p°rt!°r'-°fLt;may-res". lt i"-seve''e. ciYil. andcrimt". aI-PB".altie5'and wil1 be Prosecuted to the maximum extent possible under"thei'aw. '"rhra"d.oc"menlwas Pl'oduced by AIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 62/26/25l'9, ~an'dis'noIfor"resaTe.UserNotes: (3B9ADA27)
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promptness. If appropriate, the Architect shall prepare and issue supplemental Drawings and Specifications inrespoiise to the requests for infonnation.
§ 3.6.4.5 The Architect shall maintain a record ofsubmittals and copies ofsubmittals supplied by the Contractor inaccordance with the requirements of the Contract Documents.
§3.6.5 Changes in the Work§ 3.6.5, 1 The Architect may order minor changes in the Work that are consistent wifh the intent of the ContractDocuments and do not mvolve an adjustment in the Contract Sum or an extension of die Contract Time. Subject toSection 4.2, tfae Architect shall prepare Change Orders and Construction Change Directives for the Owner'sapproval and execution in accordance with the Contract Documents.
§ 3.6^.2 The Architect shall maintain records relative to changes in the Work.
§ 3.6.6 Project Completion§ 3.6.6. 1 The Architect shall:
.1 conduct inspections to deteraiine the date or dates of Substantial Completion and the date affinalcompletion;
issue Certificates of Substantial Completion;forward to the Owner, for the Owner's review and records, written warranties and related documents
required by the Contract Documents and received from the Contractor; and,issue a fmal Certificate for Payment based upon a final inspection indicatmg that, to the best of the
Architect's knowledge, information, and belief, the Work complies with the requirements of theContract Documents.
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§ 3.6.6^ The Architect's inspections shall be conducted with the Owner to check conformance of the Work with therequirements of the Contract Documents and to verify the accuracy and completeness of the list submitted by theContractor ofWoA to be completed or corrected.
§ 3.6.6.3 When Substantial Completion has been achieved, the Architect shall inforna the Owner about the balance ofthe Contract Sum remaining to be paid the Contractor, including the amount to be retained from the Contract Sum, ifany, for final completion or correction oftfie Work.
§ 3.6.6^ The Architect shall forward to the Owner the following information received from the Contractor: (1)consent of surety or sureties, if any, to reduction in or partial release ofretainage or the making of final payment; (2)affidavits, receipts, releases and waivers of liens, or bonds indemaifymg the Owner against Urns; and (3) any otfaa-documentation required offhe Contractor under the Contract Documents.
§ 3.6.6.5 Upon request of the Owner' and Prior to the expiration of one year from the date of Substantial Completion,the Architect shall, without additional compensation, conduct a meeting with the Owner to review the facilityoperations and performance.
ARTICLE 4 SUPPLEMENTAL AND ADDmONAL SERVICES§ 4.1 Supplemental Services§ 4. 1. 1 The services listed below are not included in Basic Services but may be required for the Project. TheArchitect shall provide the listed Supplemental Services only if specifically designated in the table below as theArchitect's responsibility, and the Owner shall compensate the Architect as provided in Section 11.2. Unlessotherwise specifically addressed m this Agreement, if neither the Owner nor the Architect is designated, the partiesagree Ifaat the listed Supplemental Service is not being provided for the Project.(Desigwte the Architect's Supplemental Services and the Owner 's Supplemental Services required for the Projectty indicating whether the Architect or Owner shall be responsible for providing the identified Supplemental Service.Insert a description of the Supplemental Services in Section 4. 1. 2 below or attach the description of services as anexhibit to this Agreement.)
Supplemental Services
§ 4.1.1.1 Programming
Responsibility(Architect, Owner, or not irovidedi
Architect
WAD°O^B"t. "Qlm.-2°17\cop^?hL®J974'. 1?78'19B7'1?97'2007and_2017byme^CT^Document is protected by U.S. Copyright Law and fntemattonal Treaties. Unauthorized reproduction or dTstributTon~'of'thTB 'AiA'E"D*oc'u'^^nt
ora"yp-orto^tt'mayresurti^severacJvilaralcrimL"alPenalti6sjandwl"bePr°s"utedtod.°l;"ment. wasp":>d"ced by AIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 62/26/20 ̂ 'and is norfor'resaTe.
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§ 4.1.1.2 Multiple preliminary designs§ 4.1.1.3 Measured drawings§ 4.1.1.4 Existing facilities surveys§ 4.1.1.5 Site evaluation and planning§ 4.1.1.6 Building Informadon Model managementres .onsibilities
§ 4.1.1.7 Development of Building Information Models forst construction use
§ 4.1.1.8 Civil CTgineering§ 4.1.1.9 Landscape design§ 4.1.1.10 Architectural interior design§ 4. 1.1.11 Value analysis§ 4.1.1.12 Detailed cost estimating beyond that requiredin Section 6.3
§ 4.1.1, 13 On-site project representadon§ 4.1. 1. 14 Confonned documents for constmction
§ 4.1.1.15 As-designed record drawings§ 4.1.1.16 As-constructed record drawings§4.1.1.17 Post-occupancy evaluation§4. 1.1.18 Facility support services§4.1.1.19 Teaant-related services§ 4.1. 1.20 Architect's coordination offhe Owner'sconsultants
§ 4.1.1^1 Telecommunicarions/data/low voltage systemdesign
§ 4, 1.1.22 Security evaluation and planningCommissioningSustainable Project Services pursuant to Section
§4.1.1^3§4.1.1^44. 1.3
§4.1.1.25§4.1.1.26§4.1.1.27§4.1.1.28§4.1.1.29§4.1.1.30§4.1.1.31
Fast-track design services
Multiple bid packagesHistoric preservation
Furniture, furnishings, and equipment designOther services provided by specialty ConsultantsOther Supplemental ServicesGraphics and Sigaage Design
Architect
Architect
Ovmer
Not Provided
Not Provided
Not Provided
Architect
Not Provided
Architect
Not Provided
Not Provided
Not Provided
Not Provided
Not Provided
Architect
Not Provided
Not Provided
Not Provided
Not Provided
Owner, Architect
Not Provided
Not Provided
Not Provided
Architect
Architect
Not Provided
Architect
Not Provided
Not Provided
Architect
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§ 4.1.2 Description of Supplemental Services§4. 1.2. 1 A description of each Supplemental Service identified in Section 4. 1. 1 as the Architect's responsibiUty isprovided below.(Describe in detail the Architect's Supplemental Services identified in Section 4. 1. 1 or, if set forth in an exhibit,ident^y the exhibit. The AIA publishes a number of Standard Form of Architect's Services documents that can beincluded as an exhibit to describe the Architect 's Supplemental Services.)
4^1-1 -I Programming: The Architect will work with the Owner and Project Manager to develop a complete spaceprogram for the project. The Architect will conduct meetings with County Departaents, observe the operations ofCounty Departments, and establish program projections for future expansion.
4 1. 1.2 Multiple Preliminary Designs: The Architect will provide multiple preliminary design options for (he projectfor evaluation and selection by the Owner.^D^mert. Bi"l~-2m7;CSTighl®.1?74LW8'J88A -1?9.7- 2°°7 a"d_2017 by The American InsUtute of Architects. All rights reserved, WARNING:IhlA!ALD̂ C^li s. p;rteded^. u;s-coprL9ht. Lawa"dIn
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4. 1. 1.3 Measured Drawings: The Architect will prepare existing conditions drawings based upon tfae availableexisting Construction Documents and field verification of existing conditions.
4. 1. 1.4 Civil Engineering: The Architect will provide Civil Engineering, if required, for the project.
4. 1. 1. 10 Architectural Interior Design.
4. 1. 116 As-Constracted Record Drawings: Architect will prepare a set ofAs-Constructed Record Drawings basedupon Project Record Drawings maintained by the Constmction Manager.
4. 1. 1.21 Telecommunications, data, and low voltage design is to be provided by the Owner. The Architect willdocument equipment and device locations in the Coastmction Documents based upon design mformation providedby the Owner.
4. 1. 1.25 Fast-track Design Services: The Architect will provide fast-track design services for the project.
4. 1. 1.26 Multiple Bid Packages: The Architect will prepare multiple bid packages for tfae project.
4J^,1 ?{} riiniiliiiy, AUBliihlngs, and equipm.ept design. The Architticl. \Vlllpluvidu n niiriiry anfl ?^'aluation of
existina TFK T iliiiin 1iii ?li il iu (IIL CumiuiLuity Ciui: Dmldmg ~"'1 '*""""-* ths OTiatmii RBJ&P 't'>ms^iTr;5?"*yto b ^nratf-d du -Fh cb mteTle A Mces for
newfimiiture. The ̂ ".hito/.t nnji promdo dotailod quotation review and uooiot tho'Owner iu luuuviiig, iiisj5^cting,and'aceopting famituro delivery.
(Paragraph Deleted)
4. 1. 1.31 Graphics and Signage Design: The Architect will provide Graphics and Signage Design for the project.
(Paragraph Deleted)
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(Paragraph Deleted)
§ 4.2 Architect's Additional ServicesThe Architect may provide Additional Services after execution of this Agreement without invalidating theAgreement. Except for services required due to the fault of the Architect, any Additional Services provided inaccordance with this Section 4.2 shall entitle the Architect to compensation pursuant to Section 1 1.3 and asappropriate adjustment in the Architect's schedule.
§ 4.2.1 Upon recogmzmg the need to perform the foUowing Additional Services, the Architect shall notify the Ownerwith reasonable promptness and explain the facts and circumstances giving rise to the need. The Architect shall notproceed to provide the following Additional Services until the Architect receives the Owner's -written authorization:
. 1 Services necessitated by a change in Ae Initial Infonnation, previous instructions or approvals givenby the Owner, or a material change in the Project mcluding size, quality, complexity, the Owner'sschedule or budget for Cost of the Work, or procurement or delivery method;
Services necessitated by the enactment or revision of codes, laws, or regulations, including changing orediting previously prepared Instruments of Service;
Changing or editing previously prepared Instruments of Service necessitated by official interpretationsof applicable codes, laws or regulations that are either (a) contrary to specific inteipretations by theapplicable authorities having jurisdiction made prior to the issuance of the building permit, or (b)contrary to requirements of the Instruments of Service when those Instruments of Service wereprepared in accordance with the applicable standard of care;
AIAD°^me"t. B101n'_~_201_7-copyri?ht®J9n' .1S78. '1987'1?97'20a7 a"d 2017 by The American Institute of Architects. All rights reserved. WARNING:J.S. Copyright Law and International Treaties. Unauthorized reproduction or (iistributlonofthis AIAe Document.
or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent frossB>!eunder"the"l'aw."ThTs"'""'"documenl was produced by AIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires'on B2/26/2oT9,~andi8'noTfo7resaTe.User Notes: . - - --- .-, -..-.-..-..-, -^g^^^
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.4 Services necessitated by decisions of tfae Owner not rendered in a timely manner or any other failure ofperformance on the part of the Owner or the Owner's consultants or contractors;
. 5 Preparing digital models or other design documentation for transinission to the Owner's consultantsand contractors, or to other Owner-authorized recipients;
.6 Preparation of design and documentation for alternate bid or proposal requests proposed by the Owner;. 7 Preparation for, and attendance at, a public presentation, meeting or hearing;. 8 Preparation for, and attendance at, a dispute resolution proceeding or legal proceeding, except where
the Architect is party thereto;.9 Evaluation of the qualifications of entities providing bids orproposals;. 10 Consultadon concerning replacement of Work resulting from fire or other cause during construction;
or,. 11 Assistance to the Initial Decision Maker, if other than ifae Architect
§ 4.2.2 To avoid delay m the Construction Phase, the Architect shall provide the following Additional Services,notify the Owner with reasonable promptness, and explain the facts and circumstances giving rise to Ae need. If,upon receipt of the Architect's notice, the Owner determines that all or parts of the services are not reqziired, theOwner shall give prompt written notice to the Architect of the Owner's detennination. The Owner shall compensatethe Architect for the services provided prior to the Architect's receipt of the Owner's notice.
. 1 Reviewing a Contractor' s submittal out of sequence from the submittal schedule approved by theArchitect;
Responding to the Contractor's requests for information that are not prepared in accordance with theContract Documents or^where such information is available to the Contractor from a careful studyand comparison of the Contract Documents, field conditions, other Owner-provided information,Contractor-prepared coordination drawings, or prior Project correspondence or documentation;
Preparing Change Orders and Construction Change Directives that require evaluation of Contractor'sproposals and supporting data, or the preparation or revision ofLnstruments of Service;
Evaluating an extensive number of Claims as the Initial Decision Maker; or,Evaluating substitutions proposed by the Owner or Contractor and making subsequent revisions to
Instalments of Service resulting fherefrom.
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§ 4.2.3 The Architect shall provide Constmction Phase Services exceeding the limits set forA below as AdditionalServices. When the limits below are reached, the Architect shall notify the Owner:
. 1 Three (3 ) reviews of each Shop Drawing, Product Data item, sample and similar submittals of theContractor
.2 Weekly visits to the site by the Architect during conslruction
. 3 Two (2 ) inspections for any portion of the Work to determine whether such portion of the Work issubstantially complete in accordance with the requirements of the Contract Documents
. 4 Two (2 ) mspections for any portion of the Work to determine final completion.
§ 4.2.4 Except for services required under Section 3. 6.6.5 and those services that do not exceed the limits set forth inSection 4.2.3, Construction Phase Services provided more than 60 days after (1) the date of Substantial Completionof the Work or (2) die inidal date of Substantial Completion identified in the agreement between the Owner andContractor, whichever is earlier, shall be compensated as Additional Services to the extent the Architect incursadditional cost m providing those Construction Phase Services.
§ 4.2.5 If the services covered by this Agreement have not been completed witfain Twenty-Four ( 24 ) months ofthe date of this Agreement, through no fault of the Architect, extension of the Architect's services beyond that timeshall be compensated as Additional Services.
ARTICLES OWNER'S RESPONSIBILITIES§ 5,1 Unless otherwise provided for under this Agreement, the Owner shall provide information in a timely mannerregarding requirements for and limitations on the Project, including a written program, which shall set forth AeOwner's objectives^ schedule; constraints and criteria, including space requirements and relationships; flexibility;expandability; special equipment; systems; and site requirements.
§ 5.2 The Owner shaU establish the Owner's budget for the Project, including (I) Ifae budget for the Cost of the Workas defmed in Section 6. 1; (2) the Owner's other costs; and, (3) reasonable contingencies related to all of these costs.
AjA D°cu'me"t B101m - 2»"- Copyright © 1974. 1978, 1987, 1997. 2007 and 2017 by The American Institute of Architects. All riahts reserved. WARMlNfi.ThiE.AIAa'-DC"!ume"t is pro*ected by u-s- popyright Law and International Treaties. Unauthorized reproduction or drs tributTon'iiHhTs'AiAtD'oc'u'm^'ntor any portion of it, may result in_severe civil and criminal panalties, and wilt be prosedd^°J-me"t.was Produced bV AIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on Oa26/2oT9, ~and i^'norfw'res'aTe.User Notes: . -- ". -- - . - ." ""^^^^
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The Owner shall update (he Owner's budget for the Project as necessary throughout the duration of the Project untilfinal completion. If the Owner significantly increases or decreases the Owner's budget for die Cost of the Work, theOwner shall notify the Architect, The Owner and the Architect shall thereafter agree to a correspondmg change inthe Project's scope and quality.
§5.3 The Owner shall identify a representative auliiorized to act on the Owner's behalf with respect to the Project.The Owner shall render decisions and approve the Architect's submittals in a timely manner in order to avoidunreasonable delay in the orderly and sequential progress of the Architect's services.
§ 5.4 The Owner shall furnish surveys to describe physical characteristics, legal limitations and utility locations forthe site of the Project, and a written legal descripdon of the site. The surveys and legal information shall include, asapplicable, grades and lines of streets, alleys, pavements and adjoining property and structures; designated wetlands;adjacent drainage; rights-of-way, restrictions, easements, encroachments, zoning, deed restrictions, boundaries andcontours of the site; locations, dimensions, and other necessary data with respect to existing buildings, otherimprovements and trees; and information concerning available utility services and lines, both public and private,above and below grade, including inverts and depths. All the infonnation on the survey shaU be referenced to aProject benchmark.
(Paragraph Deleted)
§ 5.6 The Owner shall provide the Supplemental Services designated as the Owner's responsibility in Section 4. 1. 1.
(Paragraph Deleted)
§ 5.8 The Owner shall coordinate the services of its own consultants with those services provided by the Architect.Upon the Architect's request, the Owner shall furnish copies of the scope of services in the contracts between theOwner and (he Owner's consultants. The Owner shall furnish the services of consultants other than those designatedas fhe responsibility oflfae Architect in this Agreement, or authorize the Architect to furnish fliem as an AdditionalService, when &e ̂-chitect requests such services and demonstrates that they are reasonably required by the scopeof the Project The Owner shall require that its consultants and contractors maintain insurance, mcludingprofessional liability insurance, as appropriate to fhe services or work provided.
§ 5.9 The Owner shall famish tests, inspections and reports required by law or the Contract Documents, such asstructural, mechanical, and chemical tests, tests for air and water pollution, and tests for hazardous materials.
§ 5.10 Tlie Owner shall famish all legal, insurance and accoundng services, including auditing services, that may bereasonably necessary at any time for the Project to meet the Owner's needs and interests.
§ 5. 11 The Owner shall provide prompt written notice to the Architect if the Owner becomes aware of any fault ordefect in the Project, including eirors, omissions or inconsistencies in the Architect's Instraments of Service.
§ 5.12 The Owner shall include the Architect in all communications with the Contractor that relate to or affect theArchitect's services or. professional responsibilities. The Owner shaU promptly notify the Architect of the substanceof any direct commumcations between the Owner and the Contractor otherwise relating to the Project.CommunicatioDS by and mth the Architect's consultants shall be through the Architect.
§ 5.13 Before executing the Contract for Construction, the Owner shall coordinate the Architect's duties andresponsibilities set forth in the Contract for Construction with the Architect's services set forth in this Agreement.The Owner shall provide the Architect a copy of the executed agreement between the Owner and Confaactor.including the General Conditions of the Contract for Construction.
§ 5-14 The Owner shall provide the Architect access to the Project site prior to commencement of the Work and shallobligate the Contractor to provide fhe Architect access to the Work wherever it is in preparation or progress.
Init Al.AD°c^ment. B101T-~-2017:c°pyright®J974'. 1978-19a7'1?97'2007 and_2017 by The American Institute of Architects. All rights reserved. WARNING:-D°t:"mE'1t-'Eprot6cted l:>y u-s- GOPy"9ht Law and Intemational Treaties. Unauthorized reproduction ordTstributTonof~thTs'AiA «'"Docu'ment.
or a">rporGO" °f ". may res".lt '".severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under ttie Taw. This"""""/ d.°cume"t-"'as produced byAIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 02C6/2019,~andis'rrot"fo'r"res°aTe.
UserNotes: (3B9ADA27)
§ 5.15 Withia 15 days after receipt of a written request from the Architect, the Owner shall fiimish tfae requestedinformation as necessary and relevant for the Architect to evaluate, give nodce of, or enforce lien rights.
ARTICLES COST OF THE WORK§ 6.1 For purposes of this Agreement, fhe Cost of the Work shall be Ae total cost to the Owner to construct allelements ofAe Project designed or specified by fhe Architect, Civil, Structural, and MEP Consultants, and shallinclude contractors' genera) conditions costs, overhead and profit. The Cost of the Work also includes thereasonable value of labor, materials, and equipment, donated to, or otherwise furnished by, the Owner. The Cost ofthe Woric does not include the compensation of the Architect; the costs of the land, rights-of-way, financing, orcontingencies for changes m tfae Work; or other costs that are the responsibility oftfae Owner.
§ 6.2 The Owner's budget for the Cost of the Work is provided m Initial Information, and shall be adjustedAroughout the Project as required under Sections 5.2, 6.4 and 6.5. Evaluations of the Owner's budget for the Cost ofthe Work, and the preliminary estimate oftfae Cost of the Work and updated estimates of the Cost of the Work.prepared by the Architect, represent the Architect's judgment as a design professional. It is recognized, however,that neither flie Architect nor the Owner has control over the cost of labor, materials, or equipment; the Contractor'smethods of detemiining bid prices; or compedtive bidding, market, or negotiating conditioiis. Accordingly, theArchitect cannot and does not warrant or represent that bids or negotiated prices will not vaiy fi-om the Omier'sbudget for the Cost of the Work, or from any estimate of the Cost of the Work, or evaluation, prepared or agreed toby fee Architect.
§ 6.3 In preparing estimates of the Cost of Work, the Architect shall be permitted to include coadngencies fordesign, bidding, and price escalation; to detennine what materials, equipment, component systems, and types ofconstruction are to be included in the Contract Documents; to recommend reasonable adjustments in the programand scope of the Project; and to include design alternates as may be necessary to adjust the estimated Cost of theWork to meet the Owner's budget. The Architect's estimate of the Cost of the Work shall be based on current area,volume or similar conceptual estimating techniques. If the Owner requires a detailed estimate oftfae Cost of theWork, the Architect shall provide such an esdmate, if identified as the Architect's responsibility in Secdon 4. 1. 1, asa Supplemental Service.
§ 6.4 If, through no fault oftihe Architect, 1fae Procurement Phase has not commenced within 90 days after theArchitect submits the Construcdon Documents to the Owner, the Owner's budget for the Cost of the Work shall beadjusted to reflect changes in the general level of prices in the applicable construction market.
§ 6.5 If at any time the Architect's estimate of the Cost of the Work exceeds the Owner's budget for the Cost of theWork the Architect shall make appropriate recommendations to the Owner to adjust the Project's size, quality, orbudget for fhe Cost of the Work, and the Owner shall cooperate witfa the Architect in making such adjustments.
$ .6 If the Owner's budget for the Cost offhe Work at the conclusion of the Construction Documents PhaseServices is exceeded by the lowest bona fide bid or negotiated proposal, the Owner shall
. 1 give written approval of an increase in the budget for the Cost of the Work;authorize rebiddmg or renegotiating of the Project within a reasonable time;terminate in accordance with Section 9. 5;m consultation wiA the Architect, revise the Project program, scope, or quality as required to reducethe Cost of the Work; or,
implement any other mutually acceptable alternative.
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§ 6.7 If the Owner chooses to proceed under Section 6.6.4, the Architect shall modify the Construction Documents asnecessary to comply with the Owner's budget for the Cost of the Work at the conclusion of the ConstrucdonDocuments Phase Services, or the budget as adjusted imder Section 6.6. 1. If the Owner requires the Architect tomodify the Construction Documents because the lowest bona fide bid or negotiated proposal exceeds tiieOwiier'sbudget for the Cost of the Work due to market conditions the Architect could not reasonably anticipate, the Ownershall compensate the Architect for the modifications as an Additional Service piirsuant to Section 11 .3; otherwise^e-^^te. ct^ -s^ces fo5 ?lo?fym? ?le constnlction Documents shall be without additional compensation. In anyevent, the Architect's modification of the Constmction Documents shall be the limit of the Architect's responsibilitunder this Article 6.
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^D/;c^e"t.B101ra.~2017lc°pyr.'9ht®^74-.1978-1987'1?97- 2007 and_2017 by The American Institute of Architects. All rights reserved. WARNING:Ih^Alf^cT, en±.protec.led.by.u;^jop^^any-portro"of"'.mayres"jtj"^we.cjvi'andcrimlna1^"^d,°^me-1t. wBS produce(i by A'A SGftware a* 08:44:27 on 02/13^018 under OrderNo: 8244841 ̂89 whTch ex^'on'OM^STs'a^i^'n^foT^Ye. 1 '"s
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ARTICLE 7 COPYRIGHTS AND LICENSES§ 7.1 The Architect and the Owner warrant that in transmitting Instruments of Service, or any other infoimation, thetransmitting party is the copyright owner of such information or has permission from the copyright owner totransmit such infonnadon for its use on Ifae Project.
§ 7.2 The Architect and the Architect's consultants shall be deemed fhe authors and owners of their respectiveInstruments of Service, including (he Drawings and Specifications, and shall retain all common law, stahitoiy andother reserved rights, including copyrights. Submission or distribution oflnstmments of Service to meet ofificialregulatory requirements or for similar purposes in connection with the Project is not to be constmed as publicationin derogation of the reserved rights of the Architect and the Architect's consultants.
§ 7.3 The Architect grants to the Owner a nonexclusive license to use die Architect's Instruments of Service solelyand exclusively for purposes of constructing, using, mamtaining, altering and adding to the Project, provided that'theOwner substantially performs its obligations under this Agreement, including prompt payment of all sums duepursuant to Article 9 and Article 11. The Architect shall obtain similar nonexclusive licenses from the Architect'sconsultants consistent with (his Agreement. The license granted under this section permits the Owner to aufliorizeIfae Contractor, Subcontractors, Sub-subcontractors, and suppliers, as well as the Owner's consultants and separatecontractors, to reproduce applicable portions of the InsO-uments of Service, subject to any protocols establishedpursuant to Section 1.3, solely and exclusively for use in performing services or construction for (he Project If theArchitect rightfiilly terminates this Agreement for cause as provided in Section 9.4, the license granted in thisSection 7. 3 shall terminate.
§ 7.3.1 In the event the Owner uses the Instruments of Service without retaining the authors of die Instruments ofService, the Owner releases the Architect and Architect's consultants) from all claims and causes of action arisingfrom such uses. The Owner, to the extent permitted by law, further agrees to indemnify and hold hannless theArchitect and its consultants from all costs and expenses, including the cost of defense, related to claims and causesof action asserted by any third person or entity to the extent such costs and expenses arise from the Owner's use ofthe Instruments of Service under this Section 7. 3. 1. The temis of this Section 7. 3. 1 shall not apply if the Ownerrightfully terminates tfus Agreement for cause under Section 9. 4.
§ 7.4 Except for the licmses granted in this Article 7, no other license or right shall be deemed granted or impliedunder flus Agreement The Owner shall not assign, delegate, sublicense, pledge or otherwise transfer any Ucensegranted herein to another party without the prior written agreement of the Architect. Any unauthorized use of theInstmments of Service shall be at the Owner's sole risk and without liability to the Architect and the Architect'sconsultants.
§ 7.5 Except as otherwise stated in Section 7.3, the provisions of this Article 7 shall survive the tennination of thisAgreement.
ARTICLES CLAIMS AND DISPUTES§ 8.1 General
§ 8.1.1 The Owner and Architect shall coinmence all claims and causes of action against tfae other and arising out ofor related to this Agreement, whether in conttact, tort, or otherwise, in accordance wifh the requirements of thebuidiag dispute resoludon method selected in tius Agreement and withm the period specified by applicable law, butm any case not more than 10 years after the date of Substantial Completion of the Work. The Owner and Architectwaive all clainis and causes of action not commenced in accordance with this Section 8. 1. 1.
S 8-1 -2 To the extent damages are covered by property insurance, the Owner and Architect waive all rights againsteach other and against the contractors, consultants, agents, and employees of the other for damages, except suchnghts as they may have to the proceeds of such insurance as set forth in AIA Document A201-2017, GeneralConditions of the Contract for Construction. The Owner or the Architect, as appropriate, shall require of thecontractors, consultants, agents, and employees of any of them, similar waivers in favor of the other partiesenumerated herein.
§ 8. 1.3 The Architect and Owner waive consequential damages for clauns, disputes, or other matters in question,arising out of or relating to this Agreement This mutual waiver is applicable, without limitation, to all consequentialdamages due to either party's termination of this Agreement, except as specifically provided in Section 9.7.
A'.AD°CIime"t.B101I"_~.2017-c°.py"?ht®J974' .1?78'1987'1?97'2007 a"d_2017 by The American Institute of Architects. All rights reserved. WARNING:i.S. Copyright Law and International Treaties. Unauthorized reproduction or distributTon'of'thffiAJA* Document.
or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible un£ler"thE'!aw."ThTs"'"""'document was produced by AIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 02/2G/26l9, ''and is nolfor resaleUser Notes: . --- - - .- - . - - "'"(3B9ADA27)
§8.2 Mediation§ 8.2.1 Any claun, dispute or other matter in question arising out of or related to this Agreement shall be subject tomediation as a condition precedent to binding dispute resolution. If such matter relates to or is the subject of a lienarising out offhe Architect's services, the Architect may proceed in accordance with appUcable law to comply withthe lien notice or filing deadlines prior to resolution of the matter by mediation or by binding dispute resolution.
§ 8.2.2 The Owner and Architect shall endeavor to resolve claims, disputes and other matters in question betweenthem by mediation, which, unless the parties mutually agree otherwise, shall be administered by the AmericanArbitration Association in accordance wifh its Coastruction laduslry Mediadoa Procedures in effect on the date oftihus Agreement. A request for mediation shall be made in writing, delivered to fhe other party to tins Agreement, andfiled with the person or entity administermg the mediation. The request inay be made concurrently with the filing ofa complaiat or other appropriate demand for binding dispute resolution but, in such event, mediation shall proceed inadvance ofbiacUng dispute resolution proceedings, which shall be stayed pending mediation for a period of 60 daysfrom the date of filing, unless stayed for a longer period by agreement of the parties or court order. If an arbitrationproceeding is stayed pursuant to this section, the parties may nonetheless proceed to the selection of the arbitrators)and agree iipon a schedule for later proceedmgs.
§ 8.2.3 The parties shall share the mediator's fee and any filmg fees equally. The mediation shall be held in the placewhere the Project is located, imless another location is mutually agreed upon. Agreements reached in mediation shallbe enforceable as settlement agreements in any court having jurisdiction thereof.
§ 8.2.4 If the parties do not resolve a dispute through mediation pursuant to this Section 8.2, the method of bindingdispute resolution shall be the following:(Check the appropriate box.)
{ ] Arbitration pursuant to Section 8.3 of this Agreement
[X ] Litigation in a court of competent jurisdiction
[ ] Other: (Specify)
If die Owner and Architect do not select a method ofbindmg dispute resolution, or do not subsequently agree inwriting to a bindmg dispute resolution method other than litigation, the dispute will be resolved m a court ofcompetent jurisdiction.
§8.3 Arbitration§ 8.3.1 If the parties have selected arbitradon as the method for binding dispute resolution in this Agreement, anyclaim, dispute or other matter in question arising out of or related to this Agreement subject to, but'not resolved'by,mediation shall be subject to arbitration, which, unless the parties mutually agree otherwise, shall be adnunistered by(he American Arbitration Association in accordance with its Construction Industry Arbitration Rules in effect on thedate of this Agreement A demand for arbitration shall be made in writing, delivered to the other party to thisAgreement, and filed with the person or entity admimstering the arbitration.
§ 8.3.1.1 A demand for arbitration shall be made no earlier than concurrently with the filing of a request formediation, but in no event shall it be made after the date when the institution of legal or equitable proceedings basedon the claim, dispute or other matter in question would be barred by the applicable statute of limitations. For statuteofUmilations purposes, receipt of a written demand for arbitration by the person or entity administering thearbitration shall constitute the institution of legal or eqmtable proceedings based on the claim, dispute or othermatter in question.
§ 8.3.2 The foregoing agreement to arbitrate, and other agreements to arbitrate with an additional person or entityduly consented to by parties to this Agreement, shall be specifically enforceable in accordance with applicable lawin any court having jurisdiction thereof.
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A!ADOCTment. B1°1T. ~ 2017- Copyright@J974, 1978, 1987, 1997. 2007 and 2017 by The Amertcan Insfrtute of Architects. All rights reserved. WARNING:This AIAE Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distributro 'nof'thteAiABor any portion of It, may result injEeverecjvil and criminal penalties, and will be prosecuted to the maximum exten[posslbTeunder"thaiaw. "ThIs"document was produced by AIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 02/26/2019,-and isnotfor'resale.User Notes: -.-- -..- .-. -^g^^^
18
§ 8.3.3 The award rendered by tfae arbitrators) shall be final, and judgment may be entered upon it in accordancewith applicable law in any court having jurisdiction thereof.
§ 8.3.4 Consolidation or Joinder§ 8.3.4.1 Either party, at its sole discretion, may consolidate an arbitration conducted under this Agreement with anyother arbitration to which it is a party provided fliat (1) the arbitration agreement governing the other arbitrationpennits consolidation; (2) the arbitrations to be consolidated substantially involve common quesdons of law or fact;and (3) the arbitrations employ materially similar procedural rules and methods for selecting arbitrators).
§ 8.3.4.2 Either party, at its sole discretion, may include by joinder persons or entities substantially involved in acommon question of law or fact whose presence is required if complete relief is to be accorded in arbitration,provided that the party sought to be joined consents in writing to such joinder. Consent to arbitration involving auadditional person or entity shall not constitute consent to ari)itration of any claim, dispute or other matter in questionnot described in the written consent.
§ 8.3.4.3 The Owner and Architect grant to any person or entity made a party to an arbitration conducted under thisSection 8.3, whether by joinder or consolidation, the same rights of joinder and consolidation as the Owner andArchitect under this Agreement.
§ 8.4 The provisions of this Article 8 shall survive the termination of this Agreement,
ARTICLE 9 TERMINATION OR SUSPENSION§ 9.1 If the Owuer fails to make payments to the Architect in accordance with this Agreement, such failure shall beconsidered substantial nonperfbrmance and cause for termination or, at the Architect's option, cause for suspensionof performance of services under this Agreement. If the Architect elects to suspend services, the Architect shall giveseven days' written notice to the Owner before suspending services. In the event of a suspension of services, theArchitect shall have no liability to the Owner for delay or damage caused the Owner because of such suspension ofservices. Before resuming services, the Owner shall pay the Architect all sums due prior to suspension and anyexpenses incurred in the intemiption and resumption of the Architect's services. The Architect's fees for theremaining services and the time schedules shall be equitably adjusted.
§ 93. If the Owner suspends the Project, the Architect shall be compensated for services performed prior to notice ofsuch suspension. When the Project is resumed, the Architect shall be compensated for expenses incurred in theinterruption and resumption of the Architect's services. The Architect's fees for the remaining services and the timeschedules shall be equitably adjusted.
§ 9.3 If the Owner suspends the Project for more than 90 cumulative days for reasons other than the fault of theArchitect, flie Architect may temiinate this Agreement by giving not less than seven days' written notice.
§ 9.4 Either party may tenninate this Agreement upon not less than seven days' written notice should the other partyfail substantially to perform in accordance with the terms of this Agreement through no fault of the party initiating'the termination.
§ 9.5 The Owner may terminate this Agreement upon not less than seven days' written notice to fte Architect for theOwner's convenience and without cause.
§ 9.6 If (he Owner terminates this Agreement for its convenience pursuant to Section 9.5, or the Architect terminatesfhis Agreement pursumtto^ection 93, the Owner shall compensate the Architect for services perfonned prior totennmation. Reimbursable Expenses incurred, and costs attributable to termination, including the costs attributableto fhe Architect's termination of consultant agreements.
(Paragraphs Deleted)
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WADOTment. B101T-~-2017:c°pyright®. !974'.1978'1887- 1?s7-2007 a"d 2017 by The American Institute ofArchitecte. AII rights reserved. WARNING:This AIAt'Jlocument is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or dTstribuS'onof'lhTs'AiA '''
ssult in severe civil and crlminat penalties, and will be prosecuted to the maximum extent oossitd°';ument. was pnlduced by A'A sonware at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 02'26/2oT9. 'and is'norfor "resale.UserNotes: (3B9ADA27)
(Paragraph Deleted)
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§ 9.8 Except as otherwise expressly provided herein, this Agreement shall terminate one year from the date ofSubstantial Completion.
§ 9.9 The Owner's rights to use the Architect's Instruments of Service in the event of a temiioation of thisAgreement are set forth m Article 7 and Section 9.7.
ARTICLE 10 MISCELLANEOUS PROVISIONS§ 10.1 This Agreement shall be governed by the law of the place where the Project is located, excluding thatjurisdiction's choice of law rules. If the parties have selected arbitration as the method of binding dispute resolution,the Federal Arbitration Act shall govern Section 8.3.
§ 10.2 Tenns in this Agreement shall have the same meaning as those in ALA. Document A201-2017, GeneralCondidons of the Contract for Construction.
§ 10.3 The Owner and Architect, respectively, bind themselves, their agents, successors, assigns, and legalrepresentatives to this Agreement. Neither the Owner nor the Architect shall assign this Agreement without thewritten consent offhe other, except that the Owner may assign this Agreement to a lender providing financing forthe Project if the lender agrees to assume the Owner's rights and obligations under this Agreement, including anypayments due to the Architect by the Owner prior to the assignment.
§ 10.4 If the Owner requests the Architect to execute certificates, the proposed language of such certificates shall besubmitted to tfae Architect for review at least 14 days prior to the requested dates of execution. If the Owner requeststhe Architect to execute consents reasonably required to facilitate assignment to a lender, the Architect shall executeall such consents that are consistent with this Agreement, provided the proposed consent is submitted to theArchitect for review at least 14 days prior to execution. The Architect shall not be required to execute certificates orconsents that would require knowledge, services, or responsibilities beyond the scope of this Agreement,
§ 10.5 Nothing contained in this Agreement shall create a contractaial relationship with, or a cause of action in favorof, a third party against either tfae Owner or Architect.
§ 10.6 Unless otherwise reqzured in this Agreement, the Architect shall have no responsibility for the discovery,presence, handling, removal or disposal of, or exposure of persons to, hazardous materials or toxic substances in anyfonn at the Project site.
§ 10.7 The Architect shall have the right to include photographic or artistic representations of the design of theProject among tfae Architect's promotional and professional materials. The Architect shall be given reasonableaccess to the completed Project to make such representations. However, the Architect's materials shall not includetfae Owner's confidential orproprietaiy infonnation if the Owner has previously advised the Architect m writing ofthe specific information considered by the Owner to be confidential or proprietary. The Owner shall provideprofessional credit for the Architect iu the Owner's promotional materials for the Project. This Section 10.7 shallsurvive the termination of this Agreement unless the Owner temiinates this Agreement for cause purauant to Section9.4.
§ 10.8 If the Architect or Owner receives infomiation specificaUy designated as "confidential" or "businessproprietary, " tfae receiving party shall keep such infomiation strictly confidential and shall not disclose it to anyother person except as set forth in Section 10.8. 1. This Section 10. 8 shall survive the termination offhis Agreement.
§ 10.8. 1 The recdving party may disclose "confidential" or "business proprietary" infonnation after 7 days' notice tothe other party, when required by law, arbitrator's order, or court order, including a subpoena or other form ofcompulsory legal process issued by a court or governmental entity, or to the extent such information is reasonablynecessary for the receiving party to defend itself in any dispute. The receiving party may also disclose suchinformation to its employees, consultants, or contractors in order to perfomi services or work solely and exclusivelyAiA DOC!i"w't.B1°'!T--_2017: . c°pynghtJ8>J 974~ . 1?78'1 987- '!?97-2007 a"d 2017 by The American Institute of Architects. All rights reserved. WARNING:
:^"t^.^t?^db_yu-s\??. pyri?ht.L^W?"dI"?e.mati°".alT^aties'unauth°r!z6dreProd«c<io"or<iistributTon"o«hteA ̂ ^OTany J'_°rti°"-o< Ll/mayres"n in. severe. cJvil. a"AC"mL"at. P6"alues'and wil1 to Prosecuted to th® maximum ext^^^^^^document was produced by AIA software at 08:44:27 on 02/13/Z01B under Order No. 8244841089 which expires on 02726/201'9, 'andisnDtforresa'te.
(3B9ADA27)
for the Project, provided those employees, consultants and contractors are subject to the restrictions on tliedisclosure and use of such infoimation as set forth in this Section 10.8.
§ 10.9 The invalidity of any provision of the Agreement shall not invalidate the Agreement or its remainingprovisions. If it is determined that any provision of the Agreement violates any law, or is otherwise invalid orunenforceable, then that provision shall be revised to the extent necessaiy to make that provision legal andenforceable In such case the Agreement shall be coustmed, to the fullest extent permitted by law, to give effect tothe parties' intentions and purposes in executing the Agreement.
ARTICLE 11 COMPENSATION§ 11.1 For the Architect's Basic Services described under Article 3, the Owner shall compensate the Architect asfollows:
(Paragraph Deleted)
. 1 Percentage Basis(Insert percentage value)
(4.95)%ofthe Cost of the Work, as calculated in accordance with Section 11. 6.
(Paragraph Deleted)
§ 11.2 For the Architect's Supplemmtal Services designated in Section 4. 1. 1, the Owner shall compensate theArchitect as follows:
(Insert amount of, or basis for, compensation. If necessary, list specific services to which particular methods ofcompensation apply.)
Not Applicable. Fees for Supplemental Services is included in basic services fee as outlined in Paragraph 11. 1.1above
§11,3 For Additional Services <faat may arise during the course of the Project, including (faose under Section 4.2, theOwner shall compensate Ae Architect as follows:(Insert amount of, or basis for, compensation.)
Negotiated Stipulated Sum
§ 11^ Compensation for Supplemental and Additional Services of the Architect's consultants when not included inSection 11.2 or 11.3, shall be the amount invoiced to Ac Architect plus Five percent ( 5 %).
(Paragraph Deleted)
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§ 11.5 When compensation for Basic Services is based on a stipulated siun or a percentage basis, the proportion ofcompensation for each phase of services shall be as follows:
Programming/ConceptualDesign/FF&E/Survey
Schematic Design PhaseDesign Development PhaseConstmction DocumentsPhaseProcurement Phase
percent ( 10 %)
percentpercent (
152030
%)%)
percent ( %)
^D°^ron^olw -~-201LCOW"9h1^974-,1.978'1987-1?97'200. 7 a"dj017 by The American Institute of ArchBects. All rights resen/ect. WARNING:LhlsnAI;?LDoonmmCTlLS P^.Brted.by";^-c0^^a"^pj}rt!wj>fif '. rnay. res"}tJ"j'. 6vere.cMI.M^C"mm, aipe^ 21
^me^as Produced by AIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 6a26^01"9,'andis'n~o1lfo7i 'eM^(3B9ADA27)
Constmction Phase
Total Basic Compensation one hundred
percent (
percent (
20
100
%)
%)
§ 11.6 When compensation identified in Section 11. 1 is ona percentage basis, progress payments for each phase ofBasic Services shall be calculated by multiplying the percentages identified in this Article by the Owner's mostrecent budget for the Cost of the Work. The Guaranteed Maximum Price (GMP) prepared by the ConstructionManager, once established, shall be the basis of compensation.
§ 11.6.1 When compensation is on a percentage basis and any portions of the Project are deleted or otherwise notconstructed, compensation for those portions of the Project shall be payable to fhe extent services are perfonned onthose portions. The Architect shall be entitled to compensation in accordance with this Agreement for all servicesperformed whether or not the Construction Phase is commenced.
(Paragraphs Deleted)
(Table Deleted)
§ 11.8 Compensation for Reimbursable Expenses§ 11.8.1 Reunbursable Expenses are in addition to compensation for Basic, Supplemental, and Additional Servicesand include expenses incun-ed by Ifae Architect and the Architect's consultants directly related to the Project, asfollows:
Transportation and authorized out-of-town travel and subsistence;Long distance services, dedicated data and communication services, teleconferences, Project web sites,
and extranets;Permitting and other fees required by authorities having jurisdiction over the Project;Printing, reproductions, plots, and standard form documents;Postage, handling, and delivery;Expense of overtime work requiring higher than regular rates, if authorized in advance by the Owner;Renderings, physical models, mock-ups, professional photography, and presentation materials
requested by the Owner or required for the Project;If required by the Owner, and with the Owner's pdor written approval, the Architect's consultants'
expenses of professional liability insurance dedicated exclusively to this Project, or the expense ofadditional insurance coverage or limits in excess of that nomially maintained by the Architect'sconsultants;
All taxes levied on professional services and on reimbursable expenses;Site office expenses;Registration fees and any other fees charged by the CertifyiDg Authority or by other entities asnecessary to achieve the Sustainable Objective; and,Other similar Project-related expenditures.
.12
.3
.4
.5
.6
.7
.8
.9
.10
.11
.12
§ 11.8.2 For Reimbursable Expenses the compensation shall be the expenses incurred by Ihe Architect and theArchitect's consultants.
(Paragraphs Deleted)
§ 11.10 Payments to the Architect
Init. AlAD"l;me"t.B-!01n'-~-2017-c°pyright®^74'.1?78'1987'1?97' 20°7 and_2017 by The American Institute of Architects. All rights reserved. WARNING;iTDlected by U.S. CDpyright Law and International Treaties. Unauthorized reproduction or dlstribuUon of this AIAS Document.
or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possibTeundertheiaw.'ThTs""""'"/ dol:umertwas Produced by AIAsoHware at 08:44:27 on 02/13/2018 under Order No. 8244841089 which expires on 62Q6/2019, ~andis'noTfor'resaTe.
UserNotes: (3B9ADA27)
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(Paragraphs Deleted)
§ 11.10.2 Progress Payments§ 11.10.2.1 Unless ofherwise agreed, payments for services shall be made monthly in proportion to servicesperfonned. Payments are due and payable upon presentation of the Architect's invoice.
(Paragraph Deleted)
§ 11.10.2.2 The Owner shall not withhold amounts from the Arctdtect's compensation to impose a penalty orliquidated damages on the Architect, or to offset sums requested by or paid to contractors for the cost of changes intihe Woik, unless the Architect agrees or has been found liable for Ihe amounts in a binding dispute resolutionproceeding.
§ 11.10.2.3 Records of Reimbursable Expenses, expenses pertaining to Supplemental and Additional Services, andservices performed on the basis of hourly rates shall be available to the Owner at mutually convenient times.
ARTICLE 12 SPECIAL TERMS AND CONDITIONSSpecial tenns and conditions that modify this Agreement are as follows:(Include other terms and conditions applicable to this Agreement.)
Not Applicable
ARTICLE 13 SCOPE OF THE AGREEMENT§ 13.1 This Agreement represents the entire and integrated agreement between the Owner and the Architect andsupersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may beamended only by written mstrument signed by both the Owner and Architect.
§ 13^ This Agreement is comprised of the following documents identified below:.1 AIA Document B 101 T-2017, Standard Form Agreement Between Owner and Architect
(Paragraph Deleted)
(Paragraph Deleted)
.3 Exhibits:
(Paragraphs Deleted)
[ ] Other Exhibits incorporated into this Agreement:(^earb> identify any other exhibits incorporated into this Agreement, including any exhibits and scopes of servicesidentified as exhibits in Section 4. 1, 2.
A. Notice of Request for Qualifications: Architectural Services for Tulsa County Admmistration BuildingsB. Addendum #1 dated January 19, 2018(Paragraph Deleted)
C. In Review Email dated February 6, 2018: Tulsa County Admmistration Building PresentationsD. Preliminary Project Schedule
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WAt>oc","le"t. B101T-_2017-. co.pyrighteJ974' .1?78-1987'1?97-2Q07 and 2017 by The American Institute of Architects. All rights reseroed. WARNING:This_AIA8J?ocume"t is P''ot6cted by u-s- Copyrisht Law and tnternational Treatias. Unauthorized reproduction or dTstributTon~of'thisAiA e"Document,°ra"yp_ortio"^flt'may res"'t i"-severc. cfYil. a"dc"mi.".alPen.altie5:'and wilt be Prosecuted to the m'aximum erientpD ssibieundertheiaw.'ThIs"""""doc"menlwas Produced by AIA soflware at 08:44:27 on 02/13/2018 under Order No. 8244841083 which expires on 02/26ffioT9, 'andis'notforresale.User Notes: , --.-, -..- .-.,-.... -^g^^,^
This Agreement entered into as of the day and year first writte bo
OWNER (Signature)
(Printed name and title)
AR ITECT (Signature)
Michael Hall, AIA, Princi al
(Printed name, title, and license number, if required)
1
^,. T -^AS TO OR
Init. ^A Docu^entB101T-2017. Copyright©J974 1978, 1987, 1997, 2007 and^OI? by The American Insfflute^^This AIAt' Docum6nt is protected by U.S. Copyright Law and Intemational Treaties. Unauthorized reproducUon or distributTon-of1tMsAIABDocumenl,orany portion of it, may result in severe civil and erimina[ penalties, and wilt be prosecuted to the maximum extent possible under the law. This
/ document was produced by AIA softw at 08:44:27 on 02/13/2018 under Order Ho. 8244841089 which expires on 02/26/2019, and is not for'resale.User Notes: . "(3B9ADA27)
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Additions and Deletions Report forAIAS Document B101W -2017
This Additions and DeleBons Report, as defined on page 1 of the associated document, reproduces below all text the author hasadded to the standard form AIA document in order to complete it, as wall as any text the author may have added to or deleted fromthe original AIA text. Added text is shown underlined. Deleted text is indicated with a horizontal line through the original AIA text.
Note: This Additions and Deletions Report is provided for information purposes only and is not incorporated into or constitute anypart of the associated AIA document. This Additions and Deletions Report and its associated document were generatedsimultaneously by AIA software at 08:44:27 on 02/13/2018.
PAGE 1
Tulsa Count Board of Count CommissionersTulsa Coun ' Administradon Buildin500 South DenverTulsa OK 74103
GHZ Arc 'tects. LLC320 South Boston Ave. Ste. 100Tulsa. OK 74103
TulsaCoun Administration Buildin s
PAGE 2
TABLE OF ARTICLES
(Insert the Owner's program, identify documentation that establishes the Owner's program, or state the manner inwhich the program will be developed.)
The am for the ro "ect will be finalized bv fhe Architect but fenerallv includes the relocation of existineCount Offices into a new facilit the Communilv Care Buildin". The ro ram will also mclude anal sis of s acevacated in the existine Countv Office Buildin s as a result of the relocations. Refer to Exhibit A for additionalinfonnation.
Refer to Exhibit A.
Add>tLT a.ndDd.eti"'SRep°rt,fo';A.IAJl°cum?"tB101T - 2°17- copy"a"® 1974, 1978, 1987, 1997, 2007 and 2017 by The American Insh-tute ofArchitects^ All rights reserved. WARNING: Jhls AIA« Document is protected by U.S; Copyright Law and IniemationalT'reatles. 'Unauthortzed"
a"_°lth.i?A.IAt 9??"!nent' ol". any Port;°" of. it. rnay ''esu ." severe civil and criminal penalties, and wrtirbe'pro'secuted theInaxlmum exten,t.p°Esibte.""tlBrth6 law-This documer't was produced byAIA'software at 08:44:27 on 02/13/2018 under Order'No. 824484'ib'8i'wh^h"expires on 02/26/2019, and is not for resale.
userNotes: (3B9ADA27)
Refer to Exhibits A and C.
PAGES
Corn lete existin FF&E Evaluation no later than Febma ' 28. 2018
Inidal Desitai Bid Packaees to be re ared b June 30. 2018
Final Dates to be deteranined
Coinmuni CareBuildin : Fall 2018
Rav Jordan Buildin : June 2019
Final Dates to be determin S "n" 2019
To be detemiined b Owner. Pro'ect Man er and Architect.
Constmction Mana ement with fast track desi n and multi Ie bid acka es.
§ 1k1«6 The Ownor'B-antioipated Sustamablo Objoctivo for the Projcot:
(Identify- and describe tha O.vncr 's Sustamablo Objwtiwfor the Pmjoct. if any.)
§ 1. 1^. 1 Iffho Ow'iior^dontifioc Q, Suotumublo Objootive, the Owner and Arohitect Ghall complcto and meAIA Documont E201TM 2017. SuBtamablo Projocto B^ibit, into thJG Agroomont to dofino tho tonna. ooDditionii.iudsomoos rolutod to the Owi
and Architect shall mcorporate tho complotcd E20'1 2017 mttainablc Objootivo. IfBSO/l 2017 is moorporatod u
riA-h, uio uwnor
;ontraotorGperfomiing sorviooa or Work m any way aaDooiatodwth the Suatainable Objootivo.
^'^T l"d^tetLOTS^P°rtfo;AjAJ'ocume"tB101w -201.7- cowrl?hl ®1?74- I978-1987. 1M7-2007 3"d 2017 by The Amertcan Institute of
^^^HA"ri?^^wed;.TR N'.N&.ms. ^D°cumenusprotected. byu-s:cw^^^^^^^u^!n.?L("S^Lbi'ti°"-°fth AI.A8 D°c"m6."t:°.rany. port'o"_°nt' may result i" severe civil and criminaTpenaltte's; and w'iiFbe'^rcTMcuted to the 2S"o"; X^y'^ i^nTfo??elsa^. Thls document was produced by AIAsoftware at 08:44:27 on~02/1^018u^e, 'Order~No. a'W^OsTS"userNotes: (3B9ADA27)
Ms. Vicki AdamsTulsa Count' Board of CommissionersTulsa Count Administradon Buildine500 South DenverTulsa. Oklahoma 74013
Kirb' CrowePro ram Manaoement Grou PMo601 South Boulder Avenue. Suite 1200Tulsa. OK74119
PAGE 4
.1 Gootoohiued-Proi'ect Mauaeer:
PM Pro amMana ementGrou
601 South Boulder Avenue. Suite 1200
Tulsa. OK74119
. 2 Mechanical Electrical Plumbin . and Fire Protection Engineer:
Allied EnTmcerin i Grou AEG
1401 South Denver Ave. West Ste. A
Tulsa. OK74119
Cinl Bnginocr;
Additions and Deletions ReportforWA Document B101T -2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American InstHuteofArchitects. All rights rescrvad. WARNING: This AIA® Documfrnt Is protected by U.S. Copyrisht Lawand'lnternab'onalT'reatTesl'Un'a^'t'h'o'riz'e'd'reprod"ctio". o''.dtetrlbLlt'°" °f thl? A1AI> Document> or any portion of it, may result in severe civil and crimlnalpenalties7maximum extent possible under the law. This document was produced by AIA software at 08:44:27 on 02/13/2018 under Oider'No. 824484'io89'whi'cexpires on 02/26/2019, and is not for resale. ' -----. -.-.. -.
User Notes: (3B9ADA27)
. 3 Other, if any:
(Lis. t any other consultants and contractors rctamcd by the 0\VHor.)
Michael HaU. AIA. Princi alGH2 Architects LLC
OS. BostonAve.. S . 100Tulsa OK 74103
.1 Structural Civil Engineer:
Wallace En 'ineerin"
200E. MathewB. Brad St.
Tulsa OK 74103
PAGE 5
.2 Moohcuuonl-Stmctural Engmeer:
Wallace En ineeria'
200E. MathewB. Brad St.
Tulsa. OK 74103
rical Bnginoor;
Addlt'°"!> a"d,De'.etio"s Rep.ort.TorA.IAJl°c"me"tB1_01 m - 2017- CoPyriSM © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute ofArchitects; All rights reserved. WARNING: This AIA» Document is protected by U.S. Copyright Law and IntematTonalfreaties. Unauthorized'reproduction or distribution of this AIA* Document, or any portion of it, may result in severe civil and criminalpenalties,maximum extent^possible under the law. This document was produced by AIA software at 08:44:27 on 02/13/2018 under Order No. 824484'io89~wtiichexpires on 02/26/2019, and is not for resale,
userNotes: (3B9ADA27)
§.17^11.2 Consultants rotained midor Supplemcatal S(
Exhibits A BCD.
§ 1^3 The parties shall'agree upon protocols Bf^ ri- ff^Sash -8^ rica or any;E203T 2013, Building
Information Modoling and Digital Data Exhibit, to establish tfao protocols for fho development, uoc, tranBmiGoion,and exchange of digital data.
other information or dooumontution in difiitul fonB-Fbe^ AIADt
§ 1 >3J Any uoo of, or rolianoo on, all or a portion of a building infc del with agreemont to protocolsgovoming tho uoo of, and rolianoo on, the info id4»*i idol and .mfliaut h'forth in AIA Documont E203T 3013. Buildiae Info Modeling and Digital Data Exhibit, and tiho roquioitoAIA Document G202TM 2013, Prqjoct Building faformation Modoling Protoool Fonn, Ghall bo at tho using orrelying party'o oolo riGk and without liability to tho othor party and its oontraotors or ooncultanto, the authora ocontributors to, ttio building mformation model, and oaoh ofAoir agonts and oinirieyees-
onto, tho uuthoro of, or
§ 2.5.1 Commercial General Liability with policy limits of not less than One Million Dollars ($ 1 000, 000. 00 ) foreach occuirence and Two Million Dollars {$ 2.000 000.00 ) in the aggregate for bodily injury and propertydaniage.
PAGE 6
§ 2.5.2 Automobile Liability covering vehicles owned, and non-owned vehicles used, by the Architect with policylimits of not less than One Million Dollars ($ 1.000. 000,00 ) per accident for bodily injury, death of any person,and property damage arising out of the ownership, maintenance and use of those motor vehicles, along with anyother statutorily required automobile coverage.
§ 2.5.5 Employers' Liability with policy liniits not less than One Million Dollars ($ 1.000 000.00 ) each accident,One Million Dollars ($ 1 000 000.00 ) each employee, and One MilUon Dollars ($ 1.000.000.00 ) policy linsit.
§ 2.5.6 Professional Liability covering negligent acts, errors and omissions in the performance of professionalservices with policy limits of not less than Two Million Dollars ($ 2.000 000. 00 ) per claim and Two MillionDoUars ($ 2 000.000.00 ) in the aggregate.
§ 3. 1 The Architect's Basic Services consist of those described in this Article 3 and include usual and customarygtructuml, mechanical, and oleetrieal-structural engineering services. Services not set forth in ffais Article 3 areSupplemental or Additional Services.
Add!"°"s a".d.Detet">"SR<BP.°rt.ft>rAIA-D°cumentBl(>'IT*' - 2017- Copyright © 1974, 1978. 1987, 1997, 2007 and 2017 by The American Institute ofArchitects; All rightereaerved. WARNINS: This AIAS Oocument is protected by U.S; Copyright Law and tntemanonalTroatie's'. 'Unauthorimd'
l""lon°r<dlst"b"tio"ofthls Mv> Document. °ra"y portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the». This document was produced by AIA software at 08:44:27 on 02/13/2018 under Order No. 8244841089~which
expires on 02/26/2019, and Is not for resale.
userNotes: (3B8ADA27)
PAGES
The Architect shall assist the Owner and Constmction M er in establishing a list of prospective contractors.Following the Owner's approval of the ConstaTiction Documents, the Architect shall assist the Owner in (1)obtaining either competitive bids or negotiated proposals; (2) confimimg responsiveness of bids or proposals; (3)detenninmg the successful bid or proposal, if any; and, (4) awarding and preparing contracts for construction.
§ 3.5^.2 The Architect shall assist the Owner and Construction Man "er in bidding the Project by:
PAGE 12
Su lemental Services
§4.1.1.1 Programmine
$ 4. 1.1.2 Multiple oreliminarv desieas§4.1,1,3 Measured drawin s§4.1.1.4 Exis " facilities surve s§4. 1.1.5 Site evaluation and lannin
§4. 1.1.6 Buildin Infonnation Model manaeementresDonsibilities
§4. 1.1.7 Develo ment of Buildma Information Models forst construction use
§4. 1. 1.8 Civil en 'neerinLandsca edesi
Architectural interior desi
Value anal 'sis
Detailed cost estimatin be ond that re uired
S 4. 1.1.9S 4.1.1.10§4.1.1.11§4.1.1.12in Section 6.3§4. 1.1.13 On-site§4.1.1.14£4. 1.1.15§4.1.1.16§4. 1.1. 17S4.1. 1.18S 4.1.1.19§4.1.1.20
ro eot re resentation
Confomied documents for coastrucdon
As-desi ed record drawinrs
As-constructed record drawin s
Post-occu anc evaluation
Facilit s ort services
Tenant-related services
Architect's coordination of the Owner's/* nr» <m1+artto
§4.1.1^1 Telecommunications/data/low volta esystem desi
§4. 1.1.22 Securitv evaluation and lannin'Commissionin
Sustainable Pro'ect Services ursuant to Section
£4.1.1.23S 4.1.1.24
4.1.3S4.1.1.25§4.1.1.26S 4. 1.1.27§4.1.1.28§4.1.1.29
Fast-liack desi services
Multi Ie bid ackaees
Historic reservation
Furniture fumishm s and ui. mentdesi a
Other services rovidedbvs ecialrv Consultants
ResponsibilityArchitect. Owner or not rovided
Architect
Architect
OwnerNot Provided
Not Provided
Not Provided
ArchitectNot Provided
shitect
Not Provided
Not Provided
Not Provided
Not Provided
Not Provided
ArchitectNot Provided
Not Provided
Not Provided
Not Provided
Owner. Architect
Not Provided
Not Provided
Not Provided
Architect
Not Provided
ArchitectNot Provided
Ad?,tl°"8 a"d!°eletlo"s R6port.ft":AIA-DocumentB101nl -2017- Copyright® 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute ofArchitects; All rights reserved. WARNING: This AIA<> Document Is protected by U.S. Copyright Law and International Treatiesl'Unaut'hor'iiced'r6prod"cti°. ".°rdfetrib"uo"°l!th. 1? AIAB Doc"ment> or any portion of it, may result in severe civil and criminal penalties7max"num exte"t.p°SBlble underthe law. This document was produced by AIA'software at 08:44:27 on 02/13/2018-under-6rderNo. 824484'lb89~whidl"expires on 02/26/2019, and is not for resale.
userN<rtes: (3B9ADA27)
§4. 1. 1.30 Others lemental Services
§4.1.1.31 Gra hies and Si nae Desi nNot Provided
;hitect
Supplomontal Sorvicoe
§4.1.1.1 Programming§4j1>1i2 -Multiple proliminary dooigns
§4. 1. 1.3 -Moasurod drawings§4i1i1-4 -Existing facilities suivoys§4.1i1.5 -Site evaluation and plunning
§ 4.1.1.6 Building Infonnation Model
§ '1, 1.1,7 Devolopmont of Building Infomiation Modols
§4. 1.1.8 -Civil ongineering§4^. 1.8 -Landscape design§ 4.1.1.10 Arcliitocturul intorior design§4.1.1.11 -Value analysis§4.1.1i12 -Detailed cost estimating boyond that -requiredin Section 6.3
§ 4. 1.1.13 On sito projoot roproaontation§ 1.1.1.14 Confonnod documonto for oon5tmotionS 4, 1.1.15 Ac designed record drawings§4.1.1.46 -Ac consfructod rooord dmwmgoS4.1.1.17 -Post ocoupaiioy ovaluadon§4;1u1i18 -Facility support gcn'icoB§ 1.1.1.18 Tenant related corvioco§ '1.1.1.20 Arohitoot'B coordination ofthoOwner's -oonoultante§ 4. 1.1.21 Tolocommunioationa/data donign
§4. 1.1^3 CommiGGionmg§ 4.1.1.24 Suotainable Project Scrvioea pufsumt-teSection -4-lr3-
§ AA.^IS Fast traolc design sorvioos§ AAA26 Multiple bid puokagos§ 4.1.1.27 Hiotorio presorvation§ 4.1.1.28 Fumituro, fumiohmga, and oquipmont doolgn$4.1u1i28 -Other aon'iocs provided by spooialty Conaultantc§ 4. 1.1.30 Other Supplomontal Son'ioos
Rosponcibility
4. 1. 1. 1Pro min : The Architect will work with the Owner and Pro'ect Manager to develo acorn letes aceroeramforthe ro'ect. The Architect will conduct meetin s with Count De artments. observe the o erations of
Counlv De artmeats. and establish ro am ro'ections for future ex ansion.
Add'tions a",d.Dele.tlo"SR.ep.l'rt.fo!:A.IA-D°ct"ne"tBl(>1n'-2017- Copyright® 1974, 197S, 1987, 1997, 2007 and 2017 by The American InsUtute ofl-WARNtNG:_This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthonzed"
!??.̂ ?.u?i?.">?!.d!s-tri!!?j?i.°n_^fth.i?A.IA*' Document' or any portion ot it, may result In severe civil and criminal penalties7an(i wiiFbe'prosecuted to themaximum extent^possible under the law. This document was produced by AtA soflware at 08:44:27 on 02/13/2018 under Order'No.expires on 02/26/2019, and is not for resale.
userNotes: (3B9ADA27)
4. 1. 1.2MultilePrelimuiarvDesi : The Architect will rovide multi Ie reliimnarv desi o tions for the ro'ectfor evaluation and selection b the Owner.
4, 1.1.3 Measured Drawin"s: The Architect will re areexistm conditions drawings based u on the availableexisting Construction Documents and field verification ofexistm"- conditions.
4. 1. 1.4 Civil En 'neerine; The Architect will rovide Civil Eneineerinir. if re aired, for the ro'ect.
4. 1. 1. 10 Architectural Interior Desi n.
4. 1. 1.16 As-Constructed Record Drawin »s: Architect will re are a set ofAs-Constructed Record Drawin s basedu on Pro'ect Record Drawinas maintained b ' the Constmction Manaser.
4. 1. 1.21 Telecommunications, dat and low volta 'e desi 11 is to be rovided bv the Owner. The Architect willdocument e ui ment and device locations in the Construction Documents based u ondesi information rovidedb the Owner.
4. 1. 1.25 Fast-trackDesi Services: The Architect will rovide fast-fa-ack desi services for the ro'ect.
4. 1. 1^6 Multi leBidPacka es: The Architect will re are multi Ie bid acka es for the o'ect.
4. 1.1.28 Furniture fumishin s. and ui mentdesi i. The Architect will rovideasurve and evaluation ofexistin FF&E items located in the Communitv Care Buildin and document the existin FF&E items in Coimt'offifces to be re-located durin the ro'ect. The Architect will rovide desi n selection and rocurement services fornew fuiniture. The Architect wUl rovide detailed uotation review and assist the Owner in receivin ins ectinandacce tin furniture delive .
PAGE 13
§ 4.1.2.2 A description ofouoh Supplomontal identified ir '1, 1. 1 as the Omior'o roBponnibility^sprovided below-.
4. 1. 1.31 Gra hies and Si ase Desi ; The Architect will rovide Gra hies and Si ma e Desi for tfae ro'ect.
(Describe in detail the Chw ^wk .i.ll .(?i- idr. ttiifif. d m ^ 4. 1.1
identify the exhibit.)an exhibit,
§ 4.1.3 IfAo pvi 'nor idontifiod a Sustainable Objootivo in Articlo 1, tho Arohitcot :hall providService, the Sustuinability S iinAIADc itE20'1TM 201'; ableft^
ipplomontal.bit, attaohod
to this Agroomont. Tho 0\ Afefeit provided in Section 11. 2:
PAGE 14
. 1 Ttoee (3. ) reviews of each Shop Drawing, Product Data item, sample and similar submittals oflfaeConta-actor
.2 (-+ Weekly visits to the site by the Architect during construction
Mwoma^. MMiMlReportl"t^D^mmtBwn~sw7-^^M^^^^'^^se^^R^nTeZW 8D0^^^^^
vs. D°c"me"t'orany portlon £>flt'may res"!t in s6Yerecivil and "iminai Penalties, and wiba'prosecuted to theSS"o":l ̂ /t2S?|s^ i^"do"fo?%ls^e. This d°cument was Produc6d by A!A software at 08:44:27 on 02/13/2018 under'Order'N'o. BZWM'lbsI'wM'di"userNot6s: (3B9ADA27)
.3 Two (2. ) inspections for any portion of the Woric to detennbe whether such portion of the Work issubstantially complete m accordance witfa the requirements of the Contract Documents
.4 Two ( 2_ ) inspections for any portion of the Work to deteimine final completion.
§ 4.2.5 If the services covered by this Agreement have not been completed within T entv-Four (24 ) months ofthe date of this Agreement, through no fault of the Architect, extension of the Architect's services beyond tfaat timeshall be compensated as Additional Services.
PAGE 15
§ &.5 The Owner shall funusih Bcrwoos ofgeotoclmioal ongmocrs, which may inolude tost borings, toot pits,deteimmationo ofaoil boaring valueo, poroolation testa, evaluations ofhaziU-douG matorials, soismic o-.-aluation,ground con-osion tosta and rosistivity tosta, mcluding Doooaoary operations for imtioipating subs"'' """'.''.*'""" "~Aiivritton roporto and appropriato rocommendationo.
§ 57 If the Owner idontifiod a Sufitainable Objoctivo in Artiolo 1, tho Omior shall fulfill itp roBpomiibilitios usrequired in AIA Document E20^IT 2017, Sustainablo Projoots Exhibit, attaohod to thiG Agroomont.
PAGE 16
§ 6.1 For purposes oftius Agreement, the Cost of the Work shall be the total cost to the Owner to constaict allelements of the Project designed or specified by the Architect Architect. Civil. Structural, andMEP Comultants and shall include contractors'' general conditions costs, overhead and profit. The Cost of theWoA also includes the reasonable value of labor, materials, and equipment, donated to, or otherwise furnished by,the Owner. The Cost of the Work does not include the compensation offhe Architect; the costs of the land, rights-of-way, financing, or contingencies for changes in the Work; or other costs that are the responsibility of the Owner.
PAGE 18
[ X_ ] Litigation in a court of competent jurisdiction
PAGE 19
§ B.7 In addition to any umounto paid under Section 9. 6, if the Owner 4( ites this Agrccmont for its com'onioncoit puroucmt to Section 9.3, the On-ncr ohaU pay topursuant to Sootion 9.5, or the Arohit&ot tomunatoa this A®
*Ua A-»U;*«~iteottiiefoUowingfoos:
(Set forth below the amount of any h thodfor diUccnsmgfcc.)
tg any wrmmation 01
Fermination Fee:
Addltfons a"dj3eletio"s .Rep.°rt.ft>rAI.ADOC"mentB101 T - 2017- CopyrigM © 1974, 1978. 1987, 1997, 2007 and 2017 by The American Institute ofAr-chitects:, A" "9hte reserved. WARNING: This AIA» Document is protected by U.S. Copyright Law and Intemafa-onal Treaties. Unauthorized
''
reprod"ctiolLordi5frib"ti<"* °f th.ls AIA8 Docume"t. o'' any portion of it, may result in severe civil and criminal penaltles7maximum extent^posslble under the law. Tftis docuirient was produced by AWsoftware at 08:44:27 on 02/13/2018 under Ordertsio. 824484^081"^expires on 02/26/2019, and is not for re$ale.u5 CTNOtes:
(3B9ADA27)
PAGE 20
2 Liooiuing Foo if the Ownor mtonds to contmuc uaing fho ̂\rchiteot's Infltrumonts ofScn-icc;
PAGE 21
-4-Stipulated Sum
(Insert amount)
.3s -,1 Percentage Basis
(4^5 ) % oftho Oiivnor's budget for the Cost of the Work, as calculated in accordance with Section11. 6.
-Q&st
(Describe tlw method of compensation)
i 11^Forfhe Architect's Supplemental Services designated m Section 4. 1. 1 and for any Sustamabilifr, - Scn-io^iquirod purau.mt to Section '1. 1.3, Jbe Owner shall compensate the Architect as follows:
Not A licable. Fees for Su lemental Services is included in basic services fee as outlined m Paraera h 11. 1.1above
Ne otiatedSti ulatedSum
§ 11.4 Compensation for Supplemental and Additional Services of the Architect's consultants when not included inSection 11.2 or 11.3, shall be Ifae amount invoiced to fhe Architect plus fjm_ percent ( %), or ac foUo-n'fci %).
(Imcrti .>f, or basis fa .te
Services.)tjorsupp Additional
A^IK!°"S Eln,dDelteti°.nsReport.fol;AIAJ}ocume"tB101n" -2017- c°pyri9ht @ 1974. 1978. 198'', 1997. 2007 and 2017 by The American Institute of^h^«A"19 I;te. reCT.Ted:.mRNI,NS;.TSAW!Documen^ P^^^^^^"21^,c"stri^fe"^fth.lLTC D?ro.Te,".l:°IarLyp°rtion-ont- may^u»In-s6YerecFliand~«1^^^ wi!^e"^o?e°cuted to the
1 °
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PAGE 22
Proerammine/ConceotyatDesien/FF&E/Survev
Schematic Design PhaseDesign Development PhaseConstruction DocumentsPhaseProcurement PhaseConstruction Phase
percent ( 10
percent(percent (
percent (percent (
15_2Q_30_
5_20_
%)%)
%)%)
§11.6 When compmsation identified in Section 11. 1 is on a percentage basis, progress payments for each phase ofBasic Services shall be calculated by multiplying the percentages identified in this Article by the Owner's mostrecent budget for ffae Cost of the Work. Compenoation paid in provious progross-paymentc shall Dot bo adjustedbased on subscquoat updatea to Ao Owner's budget for the Cont of the Work.The Guaranteed Maximum PriceGMP re aredb the Construction Mana er once established, shall be the basis of corn ensation.
§ 11.7 Tho hourly billmg ratos fo )f the .\rohitoot and tho Archit forth below. The»te& shall bo adjusted in accordance with tho i\rchiteot'o and ATohite vts- IQW pmoticos.
(If applicable, attach an exhibit of hourly billing rates or insert them below.)
Employoo or Category «atfr($we)
§ 11.8.2 For Reimbursable Expenses tfae compensation shall be the expenses incurred by the Architect and theArchitect s consultants plus porcont ( o'a) of the exponsco ineBred^onsultants.
§ 11.8 Architect's Incuranee^fftiK id limits of ( .goroquirodi on to the typosaourrod byand limits the i^rohiteot nonnally maintains, tho OWMI shall r for fho add
the i\rchiteot fortho additional oovorages as eot forth below:
(Insert the additional covcrascs the ̂ rcl'Hteet-H dtanht
Section 3. 5. and for which the 0\Mcr shall reimburse the ,4mhitee^
PAGE 23
S 11.10.1 lnitio^Paym8flt&
scijortli w
M&^sm?D^WRW^.^A!ADMU^MBWT-2M7-^Pyi9M91374.^7S-^^. ^97, 2007and2017by7heh^n^n^^^^t^^"^1s^md:WAR WS^h!s.wfl """'""tjspnrtectod byU.S:Copyri8h1Lawandlntem;fenal7re^:ISho^^pra^u^fLdJslrLb^.n-°."hiLA.IA6 DMl"ne.nt;o.ra."yp°r"o".ont' mayre?"lt in^'veTecMiand~crirninai'penall[es~7nd wi;rbe"^Tcuted to
11
maxlmum ̂ ?r,t>POTSLble ""de'^thelaw-This cl°cument was produced by AIA'soflware at 08:44:27 on'OZ/l 3/201 Su^deFonier'No'. 8244'84^089"w^u
userNotes: (3B9ADA27)
g 11.10. 1.1 An mitial paymont of ($ ) shail bo mado upon oxocudon ofthio AgroomoDt und ia the mimmumpayment under thio Agreomont. It flhall bo oroditod to the OwTior's acooimt m the fmal invoioo.
H-M0.1.2Ifa SustainabiUty Cortifioation io part oftho SuGtainablo Objectivo, un imtial payment to the .'Lrchitoctof (S ) chall bo made upon (ntooution of this Agreemont for rogiotmtion feeo and other fooa payable-te-feeCortifymg Audiority and neoQBGiuy to uchiovo the Suotoinability CortifioatioD. Tho Arohitoot'B pa)rmQnte to theGertifying Authority shall be creditod to the Owner'a account at the timo the oxponcD in incmrod.'
§ 11.10.2.1 Unless otherwise agreed, payments for services shall be made monthly m proportion to servicesperfonned. Payments we due and payable upon presentation of the Architect's invoice. Amounta unpiid ( )days uftor. Ao mvoioe dato ohall bcur intoroat at the rate entorod bolow, or in Ac abconoo theroof at the logal nitcprwailing from time to timo at tho prinoipal place ofbuomeos of the .\rohitoct.
(Insert rate of monthly or annual interest agreed upon.)
Not A licable
S .\IA Dooumont E203T 2013, Building Infomiution Modoling and Digital Duta &[hibit, dated aaindioatodbolow:
/Tu-o-A^lL^ -Jrt the date of the E203 3033 mwrporatod inte this agmmwt.)
(Check the appropriate box for any exhibits incorpos-alcd into this Agj 'omam.j
[ ] AIA Dooumont E20-1T 2017, Sustainable Projects Ejdubit, dated 3= indicated-belewi
(Inoort tho date oftho £20/1 2017 mooTporated into this agrocmont.)
(Clearly identify any other exhibits incorporated into this Agreement, includins any exhibit,identified as exhibits in Section 4. 1. 3. H. 1. 2.
A. Notice of Re uestfor 'fications: Architectural Services for Tulsa Count Administration Buildin
^S. a^r^^^'lto^^mmt. BWWZ.2w-copv"ahl ®.1?M' 2978-..1.987.' 1997' 2007 a"<2"7 by The American Institute of'tewtecte;,An [i?hte..re.servedlwARNING:Jh!SAIAe """mentis protected by U.S: Copyrightlaw'and1ntemaUona)"Treato"Sh'o'^eudclp^"^>^dlswbru.°"-of-. jLAIA6 D.oc"ment:o.ranyport:on-ofit! may result i">7Yerecmi'and'cri, nlnai~penaIties"and wiiF^'^se'cuted to the
12
S^To^ Sg^Tn ^^dotKjeTsdM^^^^^^userNote8; (3B9ADA27)
B. Addendum # 1 dated Janua 19. 2018
A -Other documcntB:
C, In Review Email dated Febnia 6. 2018: Tulsa Coun Adminisferation Buildme Presentations
D. Prelimi Pro'ect Schedule
(List ether documents, if my. forming part ofthcAgrcommt.)
PAGE 24
Michael Hall. AIA. Princi al
Additions and Deletions Report for AIA Document B101 ."' - 2017. Copyright © 1 974, 1978, 1987, 1997, 2007 and 2017 by The American Institute ofArchitects. All rights rBserved. WARNING; This AIA^ Document is protected by U.S. Copyright Law and International TreatiBS. Unauthorizedreproduction or distribution of this AIA» Document, or any portion of it, may result In seve're civil and criminal penaltles^and wilmaximum extent^possible under the law. This document was produced by AIA^software at 08:44:27 on 02/13/2018 under Order'No. 824^4rl089"whi'chexpires on 02/26/2019, and is not for resale.
userNotos: (3B9ADA27)
Certification of Document's Authenticity^M® Document D401T - 2003
I,, hereby certify, to the best of my knowledge, infomiation and belief, that I created the attached final documentsimultaneously with its associated Additioiis and Deletions Report and this certification at 08:44:27 on 02/13/2018under Order No. 8244841089 from AIA Contract Documents software and that in preparing the attached finaldocument I made no changes to the original text ofAIA® Document B101T - 2017, Standard Fonn of AgreementBetween Owner and Architect, as published by fee AIA. in its software, other than those additions and deletions shownin the associated Additions and Deletions Report.
(Signed)
(Title)
(Dated)
AIA Document D401T - 2003. Copyright® 1992 and 2003 by The American Institute of Architects. All rights reserved. WARNING: This AIA* Document Isprotected by U.S, Copyright Law and International Treaties. Unauthorizeil reproduction or distribuUon of this AIAS Docunienl. or anv norHDnofitresult in severe civil and cnminal penalties, and will be prosecuted to the maximum extent possible under the law.software at 08:44: 7 on 02/13/2018 under Order No. 8244841 089 which expires on 02/26/2019, and is not for resale."serNotos: (3B9ADA27)
Exhibit A
MTUL!fl(ounn
YT
Purchasing DepartmentA Department of Bw Tutea County Budget Board
Tulga County Admirwslnation Bkig. . SCO South Deni«fTulsa, OktBhoms 74103^832 . (918) 596-5000
FAX(918)59M647
MATNEY M. ELLISPurchashig Director
Januarys, 2018
Notice of Reauftgt for QuaUflcattons
We are requesting quatfficalions for the Tutsa County Board of County Commissioners for the following:
Architecturat Servi forTute Coun Admintatrat Buildln s
Attached are the specifications. Bidders shall state if his/her Statement of Qualifications strictly meet thesespectfications. and if not. bidder shall list each variation therefrom.
Sealed Statements of Qualificattons will be received by the County Clefk, Room 117, in the Tulsa CountyAdministration Building located at 500 South Denver Avenue. Tulsa, Oklahoma 74103, until 4:00 p.m. CSTon the 26th day of January, 2018. Bidders delivering their Statement of QualiTicaUons in person must twituntil a County Clerk employee receives and tiine stamps the bkl before leaving. Late submissions will notbe accepted,
On the 29th day of January, 2018, at 9:30 a.m. CST. Statements of Qualifications wilt be pybltety openedand the names of the submitting firms will be read aloud at the Board of County Commissioners meeting.
"Qualifications Affidavit" form must have all blank spaces filled in with ordinal signature and must benotarized and returned with proposal or proposal wilt not be accepted. Interested bidder shall also return acompleted W-9 form with the proposal.
Rease submit Statement of Qualifications in the enclosed setf-addressed. orange envet^e, Tte Board ofCounty Commissioners reserve the right to reject any and all Statements of Qualificattons and to waiveinformalities or minor irregularities in any Statement of QyaliTtcattons.
Respectfully,
M^neyPurchasmg Dtrector
MME / mlb
^^liitifl (oyfiiv Tulsa County Purchasing
Qualifications Affidavit
NOTE: This certification shall be incfutted with any Statement of Qualifications submitted to a Tutsa County in response to a Requestfor Qualiflcatrons.
On behalf of tfie Offerer I,upon oath, certi^:
, of lawful age, being duly sworn
A. That I am authorized to submit this qualification statement and to be contracted on behalf of theOfferer;
B. That I or any member of my firm have not paid, given, or donated or agreed to pay, give or donateto the Tulsa County Board of County Commisstoners or any officer or employee of the TulsaCounty Board of Commissioners any money or other thing of value, inctudlng any specialconsideratkin, either directly or indirectly, in seeking to procure this contract;
C. That there has been no attempt by the Offerer to discourage any potential Offerer from submittinga qualification statement:
D. That I have read and understand all of the tnformation in (lie Request for Qualifications, includingthe information on the project to be designed and administered;
E. That the Offerer and any individuals to be assigned to the work do not have a record forsubstandard work; and
F. That the Offerer wltl, if awarded ttie contract, perfonn the requirements of the contract inaccordance with all applicable state and federal ru(es and regulations.
( reft irm Name) (Printed Name S Title)
(Signature o Here s epresenlative) ate 19 )
Subscribed and sworn to before me this day of ,20
(Signature of notarial officer)
My Commission Expires:
(SEAL) My Commission #.
REQUEST FOR QUALIFICATIONSARCHITECTURAL SERVICES FOR TULSA COUNTY ADMINISTRATIOK BUILDINGS
1. INTRODUCTIONThe Tulsa County Board of County Commissioners will accept Statements of Qualifications(hereinafter called QUALIFICATIONS) until 4:00 p. m. CST January, 26. 2018 from qualifiedarchitectural/engineering firms (hereinafter called Architect) with the intent of entering into anagreement for the performance of professional services outlined below. Qualifications'shall besubmitted to the Tulsa County Clerk, Tulsa County Administration Building, Room 117. 500 SouthDenver Avenue, Tulsa, OK 74103. Names of submitting firms will be read aloud in the Board ofCounty Commissioner's Meeting at 9:30 a.m. CST on January 29, 2018.
2. TULSA COUNTY ADMINISTRATIVE/COURTHOUSE ANNEX (formerly known as theCommunity Care Building)Tulsa County (Community Care Building) contains APPROXIMATfiLY 171,000 condaioned squarefeet built in .(958. Ar» addition to the building was constnjcted in 1968. Since original occupancythe pnmary use has been for office space both single and multi-tenant. The property also includesthe adfacent parking garage (the alley way has been previously vacated and dosed) which will beutilized for staff parking and a surface lot to the South of the buiIdinQ which will be utilized for visitorparking.
3. PROJECT SCOPEIn December 2017 Tulsa County completed the purchase of the Community Care Building locatedat the SE corner of 6tt^and Denver. Tuisa County's (Community Care Building) is to be renovatedfor the use of certain Tutsa County Offiws and p^iblto spaces that are currentfy located in the RayJordan Building and/or various other buildings in Tuisatobe located together in this building and/o'rinto a renovated Ray Jordan Building. Tulse County Offices will also use the semi-attached four-story parking garage and the single-levet internal parking garage for employee parking.
County Commissioners and other Division offices and departments are anticipated to be locatedappropriately throughout the building. The renovation will meet the minimum ADA requirementsfor existing buitdings and the building will generally be brought up to current office workplacestandards. Certain exterior modificatmns are atso deemed important by the County and'mayinclude window repEacements. masonry cleaning, building idenfification signage, and compiete roofreplacement. In addition, the County desires to evaluate and implement mechanical operating andelectrical improvements generally Improve system efftoiency and rellabfltty.
The overall project wilt also inctude programmjng and (imtod renovation of the Ray Jordan Buildingspaces left vacant with this transition and will likely include relocation of the Public Defender andCourt Senfices offTces.
Tulsa County, appears to have receh/ed the original building plans including those forthe expansionand subsequent modifications which will be made avaitable to the selected Firm, Addittonally, apre-project review has been conducted with the of City Tulsa Code officials with no signfficantadverse issues being identified. The total budget is 5 million dollars.
The fottowing architectural services are anticipated as being necessary:
Phase One
Phase Two
Provide programming, space ptanning and conceptual design for both interior andexterior modificattons including cost estimates for the Community Care Building.
Provide^rogramming, space planning conceptual design and cost estimating RayJordan Building current Tulsa County Offices.
Phase Three Final design, preparation of construction documents, bid documents andconstruction administrative for the renovation of the Community Care Building.
Phase Four Standard architectural services. including interior design services, including thefurniture, fixtures, and equipment evaluation required for the project.
GENERAL PROJECT SCHEDULE; Tutsa County has taken possession of the Community CareBuilding which is presently unoccupied and will remain so until substantial completion of theimprovements. The intent is for Architectural reviews, tours and measurements to commenceimmediately upon selection and contracting. Asbestos abatement activities are being coordinatedseparately by the County and may commence during this period. During the abatement periodbuilding access will be at times (imited however the County intends to proceed with the ptannirgand design process and to be ready to begin work (upon completion of all abatements) withconstruction to commence by fall of 2018 with building occupancy to begin upon constructioncompletion in early 2019. Any modifications to the Ray Jordan Building are intended to commenceimmediately upon vacancy as departments relocate to the Community Care Building.
Tutsa County intends to enter into a single contract wth authorization and fee determination byindividual phases of the work. The basic form of contract will be AIA documents modifiedaccordingly and will include a maximum construction value.
The Board of County Commissioners resen/es the right to award the project to the most qualifiednm. as deemed to be in the best interest ofTulsa County. Upon receipt of this RFQ all respondentsand representative thereof shall refrain from contact with the elected officials of Tulsa Countyunless for purposes related to previous business unrelated to this selection. All communicationsshall be directed in writing to:
Matney M. EllisTulsa County Purchasing Director
matnev,e)[email protected]
Ati questions regarding this RFQ must be submitted in writing by 5:00 p.m. CST on Wednesday,January 17, 2018. Late questtons will not be accepted. All questions and responses will beprovided to all firms in a format Addendum which wit be issued on January 22, 2018.
GENERAL (NFORMATIOMA. The purpose of this RFQ is to obtain professional ArcKt«:tura! services for the Space
Planning, Design, Bkldmg (assistance), and Construction AcSministration services requiredfor the renovation and creation of a new Tutes County Administration Center and theRenovatfon/Repurpose of avaitabte portions of the existing Ray Jordan Building.
B. All valid submittals will be considered without regard to age, race, creed, color, sex.disability, or national origin.
C. Instructions and Proposal Submission:j. All Submissions must be received no later than 4:00 .m. CST Januar 26 2018.
ii. The County Commissioners witl refer all responses to a selection Commiltee whichmay include the County Commission Chair, The Tulsa County Clerk, twoCommissioner's Chief Deputes), the County Purchasing Director, County ITDirector and representatives of the County's Program Manager (ProgramManagement Group, LLC). This committee shall be responsible for evaluation orall firms, determining a short list, interviewing short-listed firms or teams, and formaking award recommendations to the Board of County Comintssioners forconsideration at a regular BOCC meeting.
ili. Conditions of the ProposalsAll costs associated with the preparation of a submittal in response to this RFQ willbe (he responsibility of the offerer and will not be reimbursed or compensated inany way by the Tulsa County Board of County Commissioners.
iv. Instructions to Prospective Architects:a) Qualffications shall be addressed as fottows:
Tulsa County ClerkRoom 117Tulsa County Administratt'on Building500 South DenverTuisa, Oklahoma 74103
b) One Original and seven (7) copies plus a CD or USB Drive must beincluded containing one complete PDF of the statement and atisupporting materials.
c) Submittats may be mailed, delivered by overnight carrier, or hand-detivared. Firms delivering their Quaiificafions in person must wait until aCounty Clerk employee recewes and time stamps the submittal beforeleaving. It is REQUIRED that the statement be submitted in assajed box.cleari marked on the lower feft-hand comer with the fdlowin informati r»:
ARCHrTECTURAL SERVICES QUALIFICATIONS FOR TULSACOUNTY ADMINISTRATION BUILDINGfS) DUE January 26,2018. DO NOT OPEN.
d) Responds will be opened and the names of submitting firms read aloudin the Board of County Commission Meeting at 9:30 a.m. on January 29,2018 in Room 119 of the Tulsa County Administration Building.
v. Right to Reject. The Tulsa County Board of County Commissioners reservesthe right to reject any and all responses received in response to this RFQ.
5. SERVICES OF THE ARCHITECTA. The Architect agrees to perform professional services associated with the Project as stated
and are anticipated to include Space Planning, Architecture and any necessary Structuralor Civil Engineering which may be necessary. AB Eleclricat and Medranicat Engineeringsen/tees wil! be provided by a consultant contracted direcffy by the County vyhom shatt becoordinated by the Architect and County's Program Manager.
B. The Architectural Services vrilt be based on the appropriate AIA Conlract Document "B101-2007, Abbreviated Standard Fonn of Agreement between Owner and Architect withstandard Form of Architect's Services." In addition. Architect's services shad be inoonfonnance with the requirements of the appropriate conditions of the Contract forConstruction.
C. The selected Architect is anticipated to participate in the Owner's determination of theappropriate Construction Delivery methodology to property satisfy the protect requirementsand budget.
6. PROPOSAL CONTENT AND REQUESTED INFORMATIONA. Cover letter with proposaf affidavit.
B. Executive Summary. An executive summary to highlight your project team including the Firmsand any sub csonsultant's office locations (from which this project will be produced); website
addresses, tola! staff in each offtae, and total licensed professionals by discipline in each office.The approximate percentage of work to be performed by each sub consultant.
C. Qualifications of the Architect. This section shall discuss prior relevant experiences of thearchitect. Respondents are requested to identify specific relevant experience with planning andrenovation of existing structures in an urban setting with limited access. Three references ofsimilar recent projects to be included.
D. A detailed descripKon of projects your specific proposed team has completed together in thelast five (5) years, including the key team members that worked on each project.
E. A detailed description of municipal and county administration projects completed in the last ten(10) years. It is desirabte that the Firm has compteted at least three (3) such projects. Specificemphasis should be demonstrated with expertence in the design and planning of publicfacilities.
F Information for each project identified in number 5 above should indude the fcrfbwing: a) nameof project and owner; b) address of project; c) description of project; d) construction contractamount; e) references by names and contact information for each project. Provide anylilerature which describes the projects.
G. Project Understanding. This section shall demonstrate the Areh'rtects' understanding of thescope of work and shall summarize the approach to completing each of the tasks, This sectionshould not merely restate the contents of the RFQ but express your Interpretation of the goalsand requirements necessary.
H, Project Organization and Staffing. This section shali discuss staffing requirements includingkey personnel and their qualifications. Project managers shall be identified. Resumes of keypersonnel and project managers shall be included as an appendix. This portion of the proposalshall also include a listing of alt projects currently in progress by the Architect and theiranticipated comptetfon date.
1. Qualifications of the Team. Stale the length of time each member of the team on this projecthas either been a licensed and practicing architect or other staff positions which will be part ofthe team on this project. Specifically;
1. Principal in charge2. Project Manager3. Design Archftect4. ArcMtect of record5. Structural Engineer of record6, Mechanical engineer or record7. Electrical engineer of recordS.Ch/ii engineer of recordS.Othw key personnel.
J. References, indude name, telephone number, and emaU address for al( municipal and/orcounty representatives whom you have performed stmHar services.
K. Project Schedule. This section shall provide a schedule for completion of each part of theProject Scope as stated in Section 3 - Phases One (1) through Four (4). Project time linesshall be presented in terms of days necessary for each Phase.
L. Proposal Affidavit. The attached proposal affidavit shall be completed, executed, and includedwith the proposal.
M. Respondents shall submit One Original and seven (7) copies as well as one (1) CD or USBflash drive containing the proposaf in PDF format.
N. Prior or Pending Litigation and Claims. Provide any information that may be disdosedconcerning the following. If the answer is "yes" to any questtons, provide an explanation.
1. Are there any unresolved suits or claims against your firm?2. Has the firm or its predecessor or any key person of the firm or its predecessor,
ever been suspended or debarred by a state, federal, or municipal agency?3. In the past five (5) years has the firm or its predecessor been cited for violating
state or federal safety, fauiiding code, or environmental laws?
EVALUATION CRITERIA AND METHODAti qualifications that have been received by the deadline and in the manna- required in the Requestwill be opened by the Tutsa County Board of County Commissioners. Evaluation of the submittalswilt be conducted at a later dale by a committee that may include the County Commission Chair.The Tulsa County ClerK, two Commissioner's Chief Deputy(s}. the County Purchasing Director,County IT Director and representatives of the County's Program Manager (Program ManagementGroup. LLC).
The selection process will be comprised of three (3) steps:
Step 1.
Step Z.
Step 3.
The evaluation committee will review the RFP and select a fimitednumber of finalists based on the following general factors:
a. Qualifications of proposed profect team (25 points)b. Municipal and/or County government project experience th& Firm
has completed (25 points)c. Projects the proposed team has worked on together (10 points)d. Location of the Firm to Tulsa (10 points)e. Participation of local firms (10 points)f. Other relevant information including specific experience (20
points)
Interviews. Approximately three (3) weeks following the SOQ submisstonshort-iist finalists wEB be asked to maRe a formal presentation and respondto orat questions. Prior to interviews finalists will be briefed on theCounty's intended pre-program materials and be allowed to tour thefactfittes. During the interview presentation wiB be expected to includetheir views and opinions on;
a. Project team. approach and scheduleb. The existing fadlities and documents.c. Cost and schedule savings approaches and ideas.d. Options for effective use of the existing buildout(s).
Firms selected as finalist wilt be requested to submit a detailed Scope ofServices and proposed fee for said services for final evaluation by theBoard of County Commissioners, or rts designee(s). The delaited Scopeof Services will consist of alt modifications and refinements made to theoriginal RFQ Scope of Services.
Based upon the evaluation process outline above the Board of CountyCommissioners, or its designers), will contact the first selected Architectand negotiate the terms of the contract for Architectural services. if thecontract negotiations are successful, then the Contract will be submittedto the Board of County Commissioners for approval and execution. Ifunsuccessful, the process will proceed with the second selected Architect.
Schedule of Events
All questions regarding this RFQ must be submitted ta writino by 5:00 pm CST on January 17.2018 Questions wilt not be accepted after that date and time. All questions and responses willprovided to all firms in a formal addendum which will be issued on Monday, January 22, 2018. Altcommunication shall be directed in wrifing to:
Matne M. EHisTulsa County Purchasing Director
Matne¥. E!lis@tu!saoountv. or<3
Mailing of Request for Qualifications Januarys. 2018
Deadline for Questions January 17, 20185:00 pm CST
Issue Final Addendum January 22. 2018
Proposals Due January 26. 20184:00 pm CST
Opening of Proposals in the Board of County January 29, 2018Commission Meeting* 9:30 am CST
* Proposals wilf be referred to a committee for evaluation.
1
(Rev. Ntwentor 2017}Ogpartmenl ei die Tieasuyhtemat Rwenue Service
Request for Taxpayertdentlficatlon Number and Certification
KSto to wwwJrs,vwlFwmW9 for fnatouctian» and the tateftt infonnation.1 Naine (as shown on your income tax netum). Name is (Wjuired on (ftls line: do nd leavs this Ifae btank
GroeFormtotberequester. Do notsend to the IPS.
2 Busfaass name/dln^garied endty name, If (fifteNt tfWn above
3 Check appropriate box for fedaat tax classgieation of the person whose name te entenaa 01 line 1. Checft only one of tha 4 Exenipttons (codes <g»oty only totollowing sewn boxes, certai" en»)ties, ''!<M Individuate see
in3lMOtkinsonpBse3):§ LJ Indinduat/soleimprietoror U CCowxalion LJ SCorpO falion U PartnereWp U TftiSVesiate
sfgte-memteT U-C Exefnpt payee co* 01 any)
D Umftad liability conipany. En1er IhB to dasBifcalion (C-C coipoiatfon. S-S co«pcrat«Mi, P-PartnardTfp) »._KeMc Check the appropriate boac m the l&ie above for the tax classificafion nt Uie iiingte-meniaer owner. Do not chsck Ef-e:LLC iftheLLCIsdassHied asastn^B-meinberLLC that is diwagardBd fitim the cwmer unless the owner of Iha U.C &anotlw LLC that is nut dlaegaided hsn the owner for U.S. federat tax purposes. Othenuise, a singte-mwiber UjC that
g fe disngardect Bom the ownar atwM check tte approprlatB box (or the tait ctessilicafion of its owner.
[_] Other {Bee inslructions)^S Address (number, weet. and apt or suite no. ) See instructions.
«ni>l«s to . BCCUA mutma utxnk (d. « S.i
Requestor's nains and address (optionaO
B Cty. statB, and Ztf» code
7 Ust account nuinbei(s) here (opttonal)
Ta .... ' Mentificatkm NumberEnter your TtN in the appropriate box. The TIN prwrtded must match the name given on line -t to avokfbackup withhafdmg. For individuals, this is generally your social security numbw (SSN). Howevw. tor aresident alien, sote propriatw, or diasgardKf enfity, se* the instructions for Part I, later. For otherentitles, tt is your emptoyer Identification number (EIN>. II you do not have a number, see Hw/ (o get aT7W, later.Note: tt the account is in more than one name. see (tie instructions for line 1. Mao see What Name ancfNumber To Give tfw Requester (or giddelmes on whose number to enter.
Social smurf^ number
orEmployar htontrKaaon iwnber
Part \ CwtificaSonUnder penattes of penury. I certify that1. The number shown on this form is my correct laxpayar identification number (or I am waa&ig for a number to be issued to me); wid2. 1 am not wbject to bacfajp withholding baause: (a) i an eicempt from backup witWidtfng. or (&} I haw not been notiBed by the fntemal Revenue
Seroice (IRS) that < am aifeject to baskup withhotdmg as a result o( a (aBure to report ait interest or dividends, or (c) the IRS has notifled me that I amno tonga- subject to backup withhotdinfl: and
3. 1 an a U.S. citizen or other U.S. pason (defined beiDw): and
4. The FATW code(s) entered on this form (if any) indicaling that I am exempt ffom FATCA reporting is corrwt.
Cerfifieatfon mstructiotis. You must cross out item 2 atwvB if you teya baw nottfiad by the (RS that you are cunent^ sufajed to backup wilhhotding baauaeyou haoe failed to report dl interBSt artd tfmdends on your (ax retwn. Fur real estaie transactions, item 2 does not appty. For martgggs tntefBet paid.'aociulsffion or ̂landonroBnt or secured property, canofflaftKi (rf debE, contritiuteis to an imfmdaai letipKnert anrangemsnt ̂ A), aid genetdly, paymentsotfwr Wan interest and dhndends, you sm not fflqutrad to sign ttie certification, but you must pmride your conecmN. See the instrucfens tor Put I't, taler.
SignHero
StgnauinKtfUAp«rt(«n»-
General InstructionsSuction nrferences we to tte Internal Revenue Code unless otherwisenoted.
Future developments. FOr the latest fnfonnaltan about developmentsrelated to Fonn W-3 and its instmctfans, such as tegislation enactedafter they were published, go to wwwj/s.gw/FormWS.
Purpose of FormAn indwfdual or entfty (Fonn W-B requestsr) who ts required to file aninftinnatfon re'tum with th61RS must obtain your cofrect ta^ayerttfantification number (HN) wMch may be your social security number(SSN), individual taxpayer identification nunber <n"tN). adoptiontaxpayer identification number (ATIN), or employer Wentificattan number(EIN), to report on an Infonnatlon return the amount paid to you. or otheramount wportable an an informatKW return. Exairptes o( informationreturns inchide, but are not liffBted to. the following.. Fonn tOSS-fW (interest eaTied or pa'cf}
Date >
. Fonn 109S-OIV (dh/idflnds, Induding ttiosB from stgcte or mutua>funds)
. Form 1099-MBSC (various types of income, prizes, awaats, or grassproceeds)* Fonm 1039-8 (stock or mutual fwid sates and certain othertransactittns by brokere)
. Form 1098-S (proceeds from real estate transactions)
. Form 1099-K (merohant card and thnj party network transactions)* Fomi 1098 (fioms mortgage interest), 1098-E (student toan inlerest),1098-T(tuitton). Form 1099-C (canceteti debt). Form 1099-A(acqulsi(ton or abandonment oteecuwl propwty)
Use Form W-9 only if you are a U.S. person (Including a residentalien), to prtwioie your correct TIN.
tfyou do not return Fwm W-9 to the requester with a TIN, you might&e subject to fiactajp wiltilmlding. See What is tackupwtthholdli^^War.
CaLNo. lOZSIX FormW-8{Re» 11.ZD17)
Form W-& (Ret. 11 -2017;
By B(gni'^ the (Bled-out form, you:1, Certify (hat the Ttht you are giving is co>rect (or you are waiting for a
number to be issuetfj,2. Certify that you aw not subjecl to backup witlKiotding. or3. Claim exempfion from backup withholding If you are a U.S, exempt
payee. 11 appteaUe, you are abc certifyaig tint as a U. S. perssm, youraliocable share of any partnership ineoma from a U.S. trade or businessis not sui^ect to the witthoBhg tax on foreign panners' shars nteffectiuety connected income, and
4. Certify tliat FATCA cactus) enterad on this torm (it any} indicafiogthat you are exempt from the FATCA reporting, is ewect. See Wfw{ isFATCA fepwvng^ Wer. for further irrfOmiatton.
HutB; H you are a U.S. person anct a fequester gives you a fonn otherthan Form W-9 to request your TIN. you must use the requesfter's 'form Ifft is substantially simBar to this Fonn W-9.
Oetbittton ota U.S. person. F&'federal tax purposes, you areconsidered a U.S. peison if you ere:* An indtvfduat who Is a U.S. citK«>fl or U.S. resitfeni alien;
« A partnership, corporation, company, or association created ororganized in the United Stales or under tha laws of the Uniled States;
* An estate (oUier than a fte-etgn estate); or. A domestic trust (as detirwd in Regulations section 301 .7701 -7).Spaciaf rutos for partnerah^pa. Partnerships that conduct a trade orbusiness in the Unstecf States are generaity required to pay a withholdingtax un«er $<sction 1446 on any fofeign partnere' share ot edectivelyconnected taxable income from such business. Further, in certain caseswiwre a Fonn W.S has not been fecaived, the rutas under SBCIJKI 1446require a pgrtnsrship to pfesumc ttiat a partner is a foreign person, andpay the section 144fi withholding tax. Theiefore, if you are a U.S, personthat is a partner In a partnerehip conducting a trade or business in theUnited Stales, provKte Form W-9 to thfr partnershjp to establish yourU.S. status and avoid section 1446 withhokling on your share ofpartnersh'^ income.
(n the cases bdow, lh& following person must give Form W-9 to th®partnereh^ (or purposes o( establishing ils U.S, ataius and avoidingwithholding on te altocaUe sharn of net income (rom the partnershipconducting a trade w business In the United States.. In the cass of a disi^artetf entity wilh a U.S. owner, the U.S. ownerot ttie disregarcted entity and not tte entity;* In the case of a grantor trust with a U.S. grantor or other U.S. owner,generaiiy. the U.S. grantor or other U.S. owner of the firantcr trust andnot the trust; and
. fn the caw at a U.S. trusl fother than a grantor <nf$th the U.S. trust(other than a grantor trust) and not the fcwneficiarie& of the trust.
Fore^n penson. If you me a. foreign persoR or the U.S. branch of aforeign bank that has ejected to be treated as a U.S. person, do not useForm W-8. Instead, use the appfopriate Form W-8 or Farm 8233 (seePub. &15, Withhotdfris ofTaK on Nonresident fiSerss and ForeJgnEntfties).
ttomeshtent slten who becomes a resW&nt aten. Generally, only anotiresident alien inciividuat (nay use the terms of a tax treaty to reduceor elimfriate U.S. taK on certain types (rf Kicome. However, most tax
treaties oontain a provision known as a "saving c&use." Exertionsspecified in the saving clause nnay permit an exemption from tax (ocontinue for certain types at incarte cwn aHer the payee has ottierwisebecome a U.S. reskfent alien (or (ax purposes.
If you are a U.S. resfctent aiien who is relying on an exceptioncontained in tha sawng dausB of s tax trBaly to claim an exemptionfrom U.S. tax w certain types or income, you must attach a s(a<ementto Form W-& that specffias the fotiowing five items.
1. The treaty countty. Generdty, this must be Uie same treaty underwWch you clafmed exemption from tax as a nonresident alien.
2. The treaty artici& addressing we income.3. Theartteie number <or loeatton> in the tax treaty that contains the
saving dause and tts exceptions.4, The type and amount o( tncome that qualifws for the exemption
from tax.
5. Sufficient facts to justify the exemptioi from tax under the terms ofthe treaty article.
Pa$e2I
Exampte. Article 20 of the U.S.-China noome tax treaty altows anBxamption (rom tax for scholarship income recahwd by a'Chinesestudent temporarily present in the United States, Under U.S. law. thisstudent mtt become a rBsident alien lof tax putposes if his or her stay in(he United Statw exceeds S calendar yaars. Hcwwwr. paragwn 2 ofthe first Protocol to the U.S.-CWna tre^y (dated April 30. 1^&4)'aBowsthe provfetons of Article 20 to continue to apply eow after the Oiineaestudent becomes a resident aKen of the United States- A Chinesestudenl who quaBfiea for (his exception (under parasraph 2 of the firstprotocol) and is relying on this exwptton to claim anexemplian from taxon his or tier schoteraliip or fettowstiip income would attach to FormW-9 a statBment that includes the (nformatidn dnscribed abova tosupport that exemption.
It you are a nonresident alien or a foreign entity, give the requester theapprojpriate completed Form W-S or Form 8233.
Backup WithholdingWhat fe backup wBtihokfing? Persons making cHtain paymwts to youmust under certain conditions wlthhoU arxi pay to the IBS 28% of suchpayments. This is called "backup withholding." Paynients that may besubject to backup withhokl'mg inciude interest, tax-exempt interest,dividends, broker and barter exchange transactions, rents, rQyalties,nonemptoyBe pay, payments made in settlemant of payment card andinlrd party network transactions, and cenain payments froni fishing boatoperatots. Real estate trartsactlons are not subject to backupwahholding.
You will not be subject to bwkup withliolding on payrronts youreceh'e If you gh/s the requester yow coirect TIN, malce the propercertifications, and report all yaur taxable interest and dividends on yourtax return.
Payincrtteyou recanm will ba subjBCt to backup wftWinkSna if:1. You do not furnish your TIN to the requester,2. You do not oertffy your TIN when required (see file instructions for
Part it for details),3. The IPS tells the requester that you fumishetf an mcorrect TtN,4. The IRS tdte you thai you are subject to backup wtthhoktlng
because you did not report all yourinteest and dhfirfends on your taxreturn (ror reportable interest and divi((Bntia only), of
6. You d& not certify to e requester that tw are not sut^ect tobackup withholding under 4 above (for reportable interest and divklendaccounts opened after 19B3 only).
Certain payees and payments are exempt (rom backup wilhhoMing.See Emmpt P»y»e coda. latar, and the saparata Instructions tor HWRequester of Fonn W«S tor more information.
Also see SpessaSivtes torpartffeeshsps, earliet.
What is FATCA Reporting?The Fordgn Account Tax Conipdance Act (FATCA) rec|u)res 3parttolpatfng foreign (inanctal Instltuiion to report all United StaK&account holders thai are spedfifid United Stales pereoos. Certa'fipayees are exempt from FATCA feportlos. See Exemption from F/tTC/trepwtfng code, later, and the Instructions tor the Requester of FormW-9 foa more informatton.
Updating Your tnformationYou must twovide updated infoimalion to any person to whom youclaimed to be an exempt payee If you are no l<»Hier an exempt payeeand anticipate neceimig nsportebte payments in the futum from thisperson. For exampte, you may need to provide updated information tfyou are a C corporatton that elects to be an S corporation, or if you nolonger are lax exempt. In addilton, you must furnish a new Form W-9 if(he name or TIN changes for the account; for example. if the grantor of agrantor trust dies.
PenaltiesFalling to tumfgh TIN, It you fail to furnish your corrBct TIM to arequester, you are subject to a penalty of 550 for each such failureunless your failure is dje to reasonatite cause and not to willful negtect.Civil penalty for false infonnatton with respect to wfthholdlng. t» youmake a fat&e stslement with no reasonable basis that results in nobackup nithholding. you are subject to a S500 penalty.
FomtWflpov. 11-2017)
Criminal penattytor hilsffyhig ItiTormaUofl. Wftffully faWfyingcertifications or affiftnatfons may subject you to crfminal penaltiesfndudiog (ina ancyor imprisonmenl.Mwuse <if TINS. tf the requester dlsctoses or uses TINS in viofatfon ot(edeial law, the requester may be subject to civil and criininat penaftiss.
Page 3
Specific InstructionsLine 1You must enter one of the followng on this Bne: do not teaw this tineblank. The name should match e name on your tax return.
If Vms Fwm W-S is tor a joint account (other than an aiasountmaintained by B (ofeign Gnanca! Institution <FFI)). list firsl. and thencirde. the name of the person or entity wtwse number you entered inPwt I o» Form W-9. 1< you are provkfing Form W-9 to an FFI (o documBnta jotnl account, each holder of the account that is a U.S. pwson mustprovide a Form W-9.
a. Indhridual Generally, enter (he name stiown on yoiB lax return. Ifyou nave changed your last name without infonning Ihe Social SwurityAdministration (SSA) of the name change, enter your first na-tte. Ihe fastnartie as shcnvn on your social secunty card, and your new last name.Note: fflN appBcant; Enter your indivkjual name as K was entered onyour Form W-7 applteatton, Nne ta. Jims sftould sdso be ms sgme as thaname you entered on tte Form t040/104QA/1040EZ you fited wffft yourappticatfon.
b. Sote propirfetor or sbtgle-member Lt.C. Enter your mdiuidua!nanw as shown on your 1040/'104&A/1Q406Z on line 1. You may enteryour business, trade, or "daing businass as" (DBA) name on line S.
c. PartnBr«h^>, LLC that is not a sinato-nwmber LLC, Ccoiporatton, or S coqioratian. Enter the entBy'a name as shown on (heentity's tax return on line 1 and any business, (ratfe. or DBA name online 2.
d. Other entifias. Entar your nama as ahown on requirad U.S. (edwaltax cfocunwnts on line l. Thte ronw should match the namp shown on thecharter or other tegal ctocumeot crsating the entity. You may antar anybusinws, trade, or DBA name on line 2.
e. Olsngarded entity. For U.S. federal tax purposes, an enttty that isdisregarded as an entity separate from its owner is treated as a"disregarded anlity. " See Resuialfons saction 301. 7701-2(c){2 i)). enterthe ovmw's namB on line 1. Th® name of the entity entered on fine 1shouKE never be a dssreganied entity. The name on line 1 shouW be thename shown on <he IdCOfne tax return on wWch the inconw should berepeated. For examine, if s (oreign LLC that is tt'eateff as a (iiwegardsdentity for U.S. fiatitF^ lax pwpasss has a singte owner that is a U.S.person, the U.S. owner's name (s rsqutre^ to be prorided on line l. ifthe direct owner of the Wity is also a disregarded entity, enter the f?stowner that is not {iisregarded fm- fedeFal taK purposes. Enter thedisregarded entity's name on line 2, ..Business namardsreg8?ded Bntityname.' If the owner of the disragwjed entity is a (orejgn pareon. theowner must oompfete an appmprtate Form W-8 Instead at a Fonn W-9.TWs te tte case even if th» fwgign pBreon tws a U.S. TIN.
Line 2It you have a buaness name, traEifi name, DBA name, or dfe gardBdentity name, you may enter it on tine 2.
Line 3Check (lie appropriate box on tine 3 (or the U.S. tederas taxdassKicaiion of tha patson whose name is entered on line 1. Ctiects onlyone box on Bne 3.
IF the entity/penon on line 1 iaB(B)...
* Corporation* individual. Sole propt fetorship, Of
. Singte-member limited liabilttyconipany (LLCt ownal by anindividual and disregarded (or U. S.federal tax purposes.
. LLC treated as a partnership torj U.S- federa! tax purposes,. LLC that has filed Rarm 8832 or25S3 to be taxed as a cofporatton.or
. LLC that is disregarded as anentity separate from its owner butthe owner is another U.C that isnot di»egarcted for U.S. federal taxpurposes.
. Partneiship Partnership
. Trust/estate Trust/estate
THEN chectt the box for
Corporation
tndividual/scte proprietor of single-member LLC
Limited liabBity con^sany and ailer:the appropriate tax dasslfication.(P= Partnership: C= C corporation:;'orSe5c!oq»ration)
I
Line 4, ExemptionsH you are exempt (rom backup withhahiing anrf/w FATCA rqiorting,enter in the appropriate space on lirw d any coda(s) that may apply toyou.
Exempt payee code.* Qener^ty. individuds (incfudirig sote proprietors) are not exempt frombackup ivithhokifng.* Bieept as proviUed betow, corporations are exempt from backupwtthhotdmg (or certafci payrrwnts, including interest and tjividendit.
. Corporaltons are not fexen^t from backup withhalding for paymentsmade in settlement ot payment card or third party network transactlonE.. Corporations are ntrt exempt from backup witnholding with respect laattorneys' fees or gross proceetfs paM to attorneys, and corporatioRSthat provide msdicat or health care sennces are not exempt writh respectto paymants reportaUa on Form 1099-MlSC,
The fottowing codes identify payees that are exempt froen backupwithhokfing. Bnter the appropriate coda in the space in line 4.
1 -An or^naatton exempt frofn tax under section 501 (a;, any IRA, ora custodist account under section 4D3(b){7) K the account satisfies (herectuiiwiwts of section Wiltff)2-The United Stales or any of Ks agencies or insbumentalilies3-A state, (tie District Ctf Columbia, a U.S. commonweaUh or
possession, or any of their porftical sutoiilwstons or fnstrumeniailties
4-A foreign gctvemmwt or any ot fte. political subdivisions, agencias,or instrumentalBies
6-A corporation
6-A daatar m securitias or cammodities required to register in thaUnited States, the District of Cofombia, or a U.S. commofwreallh orpossession
7-A futures commlssfon merchant registered with the CommodityFuturas Tradmg Commtsaion8-A reaf estate im'estment ttust
8-An entity registered at a)\ times during the lax year under theinvestment Co»npany Act o( 19AO
10-A common trust fund oparated by a bank undar section S84(a)U-A financial institution .
12-A mMdleman known in the investment community as a nominee orcustodian
13-A trust exempt from tax under section 661 or described in seclion4947
Font W-S (Rev. M-2017>
The toliowing chart sliowc types of payments (hat may be exemptfrom backup wHhholdtng. The chat applies to the ftxempt payees listedabove, 1 through 13.
IF U» paynwnt is ft»r... THEN the payment ts ttxwnpt(or...
Interest and dividend payments All exeinpt psyees exceptfor 7
Broker transactions
Barter exchange transactions andpatronage dividends
Paymenls over S630 requimcf to hereported ana direct sates over£5, 000'
Exempt payees 1 through 4 and 6thnoush 11 and all C ccxporations.S corporations must not anter anexempt payee code because theyare exempt only tor sates ofnoncovered securities acquiredprior to 2012.
Exenqst payees 1 Ihrough 4
GenwaUy, exempt payees1 through S"
Payments made in settlement of Exempt payees 1 tttrough 4payment card or third party rietworhtransactions
' See Form 1088-M15C. Miscolianeous tncome, and its instructions.
? Hawsvar, the fol-'owiriH c>ay»t»ntE made to a ooicoration andreponaiale on Form TiSft-ftiSC are nat exempt from tsackupvi'fthholding: meificai and health care payments, aHomBys' (MS. grossproceeds paifl to an attomey reportabte under section SO'SS®, andpayments Eor servfcBS paid by s federai exesutlve agency.
Exemption from FATCAraportbig coda. The foftowing codBB Identifypayees (hat are exampt fEom reporting under FATCA These codesapply to pereons submitWrkg (his (orm lor accounts maintained outsideo( ih» United States by obtain toreign financial institutions. Ttwrefore, ilyou are only suti-nffting this torm for an account you hotef in the UniledStates, you may leave this fieki blank, Consyft wilh the personrequesting Ihfe fomi if you are uncertain it the financial Institittton issubject to these iBquiremeots. A requester may Indfeaffi that a code isnot required by providing you wKh a Fonn W-S with "Not Apptirabte" (orany similat iftElscation? vmtteiv or printed on tfta tinB far a FATCAeicempttOn code.
A-An ofgarozatfonexwnpt (rom tax under aecton S01(aj w anyliidividuaf refN-efnertt pfan as defioed in seclfon 77Bt(a)p7}
B - The Lfnited States oc any of its agencies or insttumeftialiEiea
C-A state, the Dsstfiet of Columbia, s U.S. commanwesllh orpossession, or any of their politiciif subdivaions or instnimentatjties
D~A <X)rpora(iofl Ihe stock of which Is regiriarfy traded on one ormore eistabfished SBcurilies maikets, as descri&ed in Regulationssection 1. l47£-1(ci(t|(i;
E-A co<po?atton that is & member of th® same expanded aBiliatedgroup as acofporstion descnbad in RBgulations section 1. 1472-'{{c)(1Ki(
I -A dealer (n securities. commodilies, or (terivative (inafwial
Instruments (inciuding national principaf contracts. fytures, torwaKfe,and options) that is registered as such wder the laws of the UnitedStates or any state
Q~ A real estate investment trust
H-A, regulated (nvesbriftftt company as defined in section 6S1 or anentity registered at ati times during the tax year under the tmfestmentCom|»any Act of 1840
)-A cofnmon trust (und as defined m section 584(a)J-A bank as definea m section 581
K-A broker
L-A trust eKcmpt from tax uirief section 664 or describwt in section.tS47(aj(1)
Page 4
M-A tax exgmpt trust uncter a section 403(b} plan or seclton 457(9)plan
Note: You may wish to conautt with thBfipBncial insmution requestingthis torin t& detBnninB v.-hether tlw PATCh code and/w exempt payeecode snouh) be completed.
UneSEnter your address Cnumber. street, and apartmenl or suite numbe;).This fe where the requesto of this Form W-S will mail your infonnaSonreturns. If this address differs from (he one the requester already has onfite. write NEW at (he top. If a ne*' address 's provhled, there is stKI achance the old address wfll be used untii the payor changes youtaddress in their records.
Une6Enter your dty, stale, and ZIP coda.
Part I. Taxpayer Identification Number fTlN)Enter your TIM in the ewiropriate box. If you are a resident alien aidyou do not have and are not BBgibls to get an SSN. your TIN Is your IRSindividual taxpayer Uenflfteatiofl number (ITtNi. Enter it in the socialsecurity number box. If you (to not have an mN, see How to gel a TINbetow.
If you are a sote proprietor and you have an EtN, youyour SSN or BIN.
((you ae a smgle-merober LLC that is dis(eganted as an antityseparate from its owner, enter the mmw'Si SSN (or EIN, M the owner haswe). Do not enter tne dfsregarded entity's BW. K (tie LLC is classified asa corporation of partnerehlp, enter the entity's EIN.Note: See What Name ami Number Tp Give the Rw)uest<ii, later, faifyrttier cfariteatton of name and T^ combinationB.
How to grt a TIN. H you do nof have a TIN, app!y (or one immediately.To apply (or an SSN, get Form SS-5, Application (or a Sociai SaajritvCard. frwn yow tocal SSA affice or gal this form ongne alwww.SSA.gov. You may eteo get this fonnbycalfmg 1-800-772-1213.Use Form W.7, Appltcaiton for IPS tndtviduaf Taxpayer IdentiftcatfonNumber, to apply tor an rriN, or Fooin ̂ .4, Applfcatton ror &n(itoyerIdentifteatiofi Number, to apjply tor an EIN. You can apply (or an BINonline byawessing the IR5 websife at www. i^gov/Biislwsses SBddtofcing on Emptoyer Identiftcatton Number (EtN) under Starting aausiness. Go to vswwM.y>vfFwms to <MW, dcwnloBd, or print FonnV/-7 and/or Foim SS-A. Or, you can gf to lyww.ifs-ffor/Odisrfoms t&place an order and ftwe Form W-7 awywSS-4 maffed to you wKh'm 10business days.
If you are asked to comptete Form W-8 but do not haw a TIN, applyfor a TIN and write "Appifed For" in the spasa for (he TIN. sign and dalethe form. and give it to the requNter. For interest and {tk'idmdpayments, and certain p^ments made witli respect to rwdity tracfabtsinstruments, fienerally you wiu have 60 els/s to get, a TIM and give it toUw re<[uestw before you are suE^ect to backup ivithhotding onpayinents. The 60-day rule does not appty to other type* Of payments.YOU Will b« BtibJK;t tO tiaokup witrtiolding on all such paymesnts untiiynu provide your TIN to the requester.
Note: Entering "Applied For" means that you have already applied (or aTIN or thai you intend to apply for one soon.
Caution; A (ffsreearcled U.S. entity that has a foreign owner must usethe approprtete Fornt w-A.
Part II. CertfficationTo esta&Ksh to the vvfthholding agent that you are a U.S. person, orresident alters, sign FomzW-9. You may be requested to sign by (hewithhotdfng sgent even it Item 1, 4, or 5 below indicates ottierwlse.
Fw a [oint awount. onty (tie person whose TIN is shown m Part Ishoytd sign fwhen reqyir«D. In the case of B dlsrsgarded entity, theperson identified on line I must sign. Exempt payees, see Exempt payeecoife, eadier.
Signature rMiuirements. Complete the certiRcation as inrficated initBms 1 Ihrotfgh 5 briow.
FoimW-9(Rev. 11-2017> Pag»6
1. (ntwest, dhidend, and bartw exchange accounte opanadbefore -t«4 and broker accowits ocnaktetiMi acttm ((urtns 1983.You inust gwe your correct TIN, but you do not have to sign thecaitificatfon.
2. brtwst, <thridw»d, broker, and tiartor wchsnae aocauntsaliened Bftw t98S and brofcw accaunts cansKtomd inactiv® durfnfl1983. you must sign the CBrtBication or backup withhokJmg wMI apply. Ifyou are wbjsct to backup vrittihoMing and you are merely providmgyour connect TIN to the requester, you must cross out item 2 in thecartificatton before eigning ths form.
3. Bsal eatate tnmsaeUons. You must sign the wrtificatton. You maycrosscut itefn 2 of the certification.
4. Other paymBnts. You must gwe your co»rect TIN, but you do nothave to aiyi the csrtification unisss you have been notifiad that youhave previously gi\wi an inconrect TIN. "Othef payments" includapayments made in the course of e requester's trade or bysinass (orrents, royafties, gooste {olhef than bills for mefchandlse), mertcal andheattti care aenrices fricludfng payments locorporattons), p^nients to
a nonemptoyee for sauces, payments made in settlement of paymentcard and third party network transactions, payments to certain fisMngboat crew members and fishermen, and yoss proceeds paW toattomeys pndudlng pByments to corpoiaiions).
S. Mortga^ intanat ptud by you. acqutrition or abanttonment ofsacured pn^Wtty, eaiwcNafiBn of dBtrt, qtsliSed taitton programpa^nents (under seetton S^ABLB accounte (inHter section »9A(,IRA, CovanfeU E^, Arther MS* or HSA coRtrtiutionB ordfetribuUiww, and |ien»ton (fistrifautjortft. You must give your corrBdTIN, but you do not have to sign (he certiftsition.
What Name and Number To Ghre the RequesterFor thte type of account; Give name and SSN ofc
l. lndhrfduat
?. Two or more fndiiriduals ColntaocounO other tnan an iascountinajntanedbyanFFI
The tndividual
The actual owner o» the account w. it
eenibined tunds, tne Bret Individual onthe accoifnt
3. TWO or more U.S. pwsons(joint account maintginad by an FFi)
Each hohter o< the acdiurtt
Thgminor4. Cusiotfial eucount of a Btloor
(Unifomi Gift to Minors Act)
5. a. Tftn usual revocatflte savings Irasl The yanior-truatee(ffanKirteafsobuistae)b. So-called tnistaooourt mat 15 not The actual oiiinera tonal or ufid trust un4er state law
6. Sate pBopristofship or disregantedantity owwd by an todhkfual
Thecwner
T»i6 ffmetof7. Srantar liust MflB ""d"' OptionafForm 1099 FBlng Method 1 OBBRsgulaiicnsseciion 1.6?1-ajt>XZK<i'w»R*r this ̂ >ft Ot account;
6. Diaregudsd artlfty not OwntO by anmdMduat
8. A usUdftuat. attalB, or pension trust Legal Brtit/
Ghie nanw and HN of;Theownsr
10. CorpO fBtidft Or OC (Kctlngeotponif staba on Fomi 6832 orFcnn2553
11. AEBodaUon, club, reSgfous,charitable, oducational. or other taic.exsmpl organiiEStion
12. PartnereWp or nnulit-nwmber I.LC
IS. A DKkor Of rogistorsd noiirinee
Theoxporation
The o<ganu!2tioT.
The partnerehoThe broter or nomlr^e
For this type of account;1< Account with (ft* Departnxmt of
Ajjrittifturt in we name of a puoiicsntity (such as a atate or focalgowxnmcnl. schaot district, Brprfson) that reteivcs s^rfeultiffaiprogrtunpayniente
1 S. Grantor lni»l fiftig under the Fonn1(Mt Fifing Malhod w Bie OptioiwlFomi 1099 F»ig Mathoe! S (seeR^pitalwis sectkm . t.671-49))(iWSB^
Giiw name aid E1N of:The public entity
The trust
! List first and cvdte the name o( the pereon whose numbar you (umish.W only ona parson on a joint sBcount has an SSN. that perebn's nunnbermusttwftimjshed.
'.' Circte (tie minof's name and twnWi the minor's SSN.
8 You must show yaurindhndual nwie and you may also enter yourbusiness or DBA name on the "Business name/disregarded entity"name »IB. You may use either your SSN or EIN (If you have one), but theI RS encourages ̂ oy to usa your SSN.
' List fta! and drcte me name of the trust, estate, or penaon trust. (Donot furnish the TIM of the persofiai repraentatwe w bustee untess thelegal anfity itself te ncft dasfgnated In thfl account tttte. ) Also sea Spwialrutes forpartnwships, eariier..Note; Ttw grsffitor dso mist prowte a Farm W-S to b^Stee of trust.Note: If no name is circtal when more than one name is listed, the
number »tSt be considered to be that o( (ha first name listed.
Secure Your Tax Records From Identity TheftIdentity theft occuts when aomsona uses your petsonal informattonsuch as your name, SSN. or other identifying informaSwi, without yourpermtesion, to commit fraud or other crimes. An HienCty thief fnay useyour 8SN to get ajofa or may file a tax retum using your SSN to receivea refund.
To reduce your risk:
. Protect your SSN,
. Ensure your employer is protecting your SSN. and
. Be carelirf when choosing a tax preparer.B ywv tw reoorcte are affected by idenBy theft and you receive a
notice from tt» IRS. re^ond right away to e name and phone numbwprinted on the IRS notfce or tetter.
If your tax nseords are not cwenUy adected 6y Menlity theft but youthink you are at risk due to a lost or stolan purse or wallet, questionrtdecrstfit card actMly w credit report, contact the (RS Identity "nieft Hotlmeat 1^00-908-4490 or submit Form 14039.
For more intonnatton, see Pub. 5027, toentily Theft Infonnafa'an farTaxpayers.
Vtctans a? KiBnlity thBft who are experiencing eeodotnto harm or asyslwKc probtem, at- afs seekmg hdp in reaihnng tax problems thathava not been msotvad through normal channete. ma)/ be eltgibta forTaxpayer Advocate Service (TAS) asafstance. You can rnach TAS bycalHng the TAS toli-free case intake line at 1 -B77-777-4778 or TTY/TDO1-800-82S-4W9.
Protect yourwlt from wx»pfelou« wnaite <»r phBhina schwws.PhisWng Is the creauon and use of email and weteites designed tomiinte tegttimate business cmaits and wetiisttes. The most common actis sending an em^f to a usef falsely ddmlng to be an establishedlegitimate enterprise in an attempt to scam the user Into surrwdaingpnvate inlormation that wilt be ussd tor idanlity Ibeft,
FonnW. 9fRev. 11.SOin
The IRS does not initiate contacts with taxpayers via e.'nate. Also. meIRS does not request personal detailed infonnatibn through email or salttaxpgyer? tor fee PIN numbere. passwords, or Bimtlar secret accsessinformation for their credit caid. bank. or other financial acoounte.
It you receive an unsolicited email claiming to be ftom the IBS,toward this message ̂ f}hlshingQirs.gov. You may also report mteywof the \RS name, tego, or otte' (RS property to the Treasary InspectorGeneral tor Tax AeEminEstration (TKSTA} at 1-80D-366-4484. You canforward suspicious emails to the Federai Trade Commission atspameuce.govor repon them at vt'ww.ftc.govfcwnplalnt You cancontact Ihe FTC a» wu,'w.Hc.y)v/Ktttie(t or B77-IDTHEFT (677-438-4338),It you have been the vfetisn of Ktentitytt^K. see www. Veiit!iyThe!t.iandPub. 5027.
Visd wvw.irs.giw/IWtntityTlwft to team more about ideoyiy theft andhow to reduce your risk.
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Privacy Ad; NoticeSection 61 (» of the Internal Revenue Code requires you to provide yourcorrect TIN to persons (includina federal agewies) who are nquined toWe irsSormation returns wfth the (RS to rqwrt interest, dwidentis, orcertain other income paid to you; mortgaga intBrest ym paM; theacquisitton or abandonment ot seeured property; the canc^fatton ofd^it; orcofltribultens you inasfe to ai IRA, Archw MSA, or HSA. Thepwson coUecting this form uses (to infotmalibn on B form to fiieinformatfon returns writh the ERS. reporting the abow infarmatfon.Roufineyses of this infwwatton tncfude ̂ wing K to ftie Oepartmenl ofJustice tor civa anti crimB-tat tit^ation and to citfes, states, (hfr Wstitat ofColumbia, anct U.S. commomwalUis and possessions for use inadministering thm laws, Th& informBtion atso may be disdoaed 1c uthercountries under a treaty, lo (BdBcal anfi sfals agBnctos to ertforoa civiland criminal laws. or to fedecat faw entorcement and intelligenceagencies to combat terrorism. YBLI must provide your TIN whether ornot you gie 'equfred to (ite B tax return. Under section 3406. payersrnusl generally withhold a pwcentagB of texdote interest, diwdend. anrfwrtain other payments to a payee who does (rot give a TIN to the payer.Certain penalties may akso apply (or provkfftig (afse or fraudutatinformation.
Exhibit B
Purchasing Oeparbnenf
AOepartmeflttrfthsTutea County Buc^at BoardTulta Comiy Ad(W(nte» »dcSOOSouttOanwTulaa. Ofitolwna W103-083?P: 918.59e^(B2F:9ie^06.<M7
MatiNvNLEBePurehastng mrecio!
DATE: January 18, 2018
FROM:.
TO:
SUBJECT:
Matney M. EltisPurchasing Direct.-"-
^ '^
Board of County Commissioners
Addendum #-( - Clariftcation and Additional tnformattert for th& TulsaAdminfstrative Buitdings
On January 8. 2018, (he Request for Qu^ifications was maM for Anshitectural Services {QT the TuteaCounty Acfmin Bijftdings This Request is set to open on » 29h Day of January, with the Requests to bereceived by the County Cteik's OfRce unt<l January 26. 2018 at 4-00 p.m.
This Request Addendym is to provkte additranal inftMmation fnctuQing occupants, timsline of occupancyand to clarify e specifications.
Respectfully sutwnitted for your apptoval.
MME
ORtGWAL.
COPIES-
Micha^ Wiflis, County Cterk, for Bw Januaty 22. 2018 AGENDA.
Commissioner John M. SmaligoCwnmissioner Karen KeithCommisskMWr Ron PetersJohn Fothergifl, Chief DeputyVteki Adams, Chtef Deputy
January 22,
Addendum 1 to Request for Q.uattfications for:
Arcbitectura! Sewices forTulsa County Administfation Bu'tldings
The contents of this Addendum 1 supersede and supplement ail portions of the above referenced Requestfor Qualifications documents with which Addendum 1 conflicts.
CLARIFICATION
1. Do you have a date you would tike to occupy the building?a. Occupancy is desired to begin in March 2019 so that any necessary renovations of the
Jordan building can be completed in June 2019.2. Do you have a preliminary list of departments that could occupy the building?
a. All divisons which are not court or law enforcement related are anticipated to relocate.3. Is there an MEP that has been identified?
a. Allied Engineering.
END
Exhibit CWednesday, February 7. 2018 at 10:38:16 AM Central Standard Time
Subject. Tulsa County Administrative Building PresentationsDate: Tuesday, February 6, 2018 at 3:53:21 PM Central Standard TimeFrom: Matney EllisTo: Michael Hall, Chris Seat
CC: Vicki Adams, khcrowe@pmgtulsa. com
Attachments: imageOOl. png, image003. png, 218 W 6th Building Floor Plans-pdf, IMG^4556. jpg,IMG_4557. jpg, PMg - Community Care Building memoR2, pdf
Congratulations on being selected to the shortlist for Tulsa County's Administrative Building ArchitectureProject. We are excited to get this project moving forward.
As per the Request for Qualifications, all firms selected as finalist are requested to submit a detailed Scope ofService? ̂ BEi2pQ?9tf f?e for ?9ff< services for final evaluation by the Board of County Commissioners, oTitsdesignee(s). The detailed Scope of Services will consist of all modifications and refinements made to theoriginal RFQ Scope of Services.
JjyjBEVIEW
There were some questions asked during the tour that I want to make sure everyone receives the sameanswer and is on the same page.
1. Vicki Adams is the project representative responsible to the Commissioners and PMg is responsiblefor management of the overall project and together we will work with the selected firm throughoutthe project.
2. The County's goal is to be diligent as we proceed with the project especially during programming. Allfirms should be prepared to address how they will maintain schedule discipline" to meet the~goaldescribed in the RFQ.
3. The selected firm will be responsible for meeting with the head of each county department and each(directly affected) Elected Official during the project.
4. The County's desired design style is a concept that will represent a "timeless classic/functionaldesign."
5. In regards to the budget, the County is interested in methodologies that will produce positive resultsutilizing alternate and less expensive material finishes.
6. The project budget identified in the RFQ Is not absolute and does not include various areas of workthat are budgeted for elsewhere or are givens to the project such as roof and window (a minimum ofthose on Denver and 6th Streets). Replacement. What is critical to the County is budget control andthe measures the Architect will take to assist with final budget determination and* how they willmaintain control.
7. The County will provide design and installation of all low-vottage systems required.
8. Award Schedule. Immediately following completion of the interviews the selection committee isexpected to complete its recommendations which will be presented to the BOCC for consideration on
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February 19th.
9. Immediately upon award the selected firm should be prepared to assist the County and PMg withevaluation of the existing FF&E (furniture fixtures and equipment) located in the building for futuresuitability of re-use in the project, this work must be completed in advance of the necessaryrelocation for the Asbestos Abatement which is expected to begin on or about March 1. In order toaccomplish this time critical task, I anticipate requesting approval either later on the same agendadate a simple interim agreement for this effort while the final agreement is being prepared. In theevent a final agreement cannot be reached the information gained will be of value to the project andwould be compensated in accordance with the interim agreement.
10. The selected firm will be included in the recommendation related to the County's decision regardingconstruction delivery methodology which is anticipated to utilize a form of ConstructionManagement due to the project complexity, with the constructor selected during schematic designperiod so that they can provide pre-construction services beginning with the schematic designreview.
11. The existing building plans were described to the firms and if possible portions may be reproducedfor distribution to the short list firms. Additionally, t have attached a PDF copy of PMg's code reviewand photos of the interview room, projection system, and its connection point. The room will bestaged with the Committee seated at tables facing the screen.
PRESENTATIONS
Tulsa County will host presentations on February 13th in room 338 of the County Courthouse. Presentationtimes are as follows:
1. GH2
2. FritzBaily3. BKL4. Cyntergy
8:30 a. m.
9:30 a. m.10:30 a.m11:30 a.m
You will have 25 minutes for presentations and 15 minutes of question and answers. Interview schedulediscipline will be maintained via a time keeper with a two minute warning given before the end of thepresentation period.
Alt firms are considered qualified, therefore, firms are encouraged not to spend an inordinate amount portionof their interview time re-affirming such. We anticipate the committee will be interested in methodologies,controls and hearing specifically hearing from the specific (key) staff which would be assigned to the variousphases of the work.
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Matney M. Ellis iPurchasing Director500 South Denver Avenue
Tulsa, Oklahoma 74103
P: (918) 596-5022 | E: matney.ellis tulsacounty^org
The information in this e-mail messa8& (including any information contained in attachments hereto) is intended only for use of the addressee. This e-mailcontain confidential or privileged information If you receive jhis e-mail message unintentionally, please notify the sender promptly and then delate this message. 'E-malifransmtssion Is not guaranteBdto be seuired pr error free. The sender is in no way liable for any errors or omissions In the content of this e-mail message, which^nayarise as a result of e-mail transmission. E-mails, text messages, and other electronic communications made or received In connection with Ihe conducUna'of oubUcbusiness, the sxpenditure of public funds, or the administration of public property are subject to the Oklahoma Open Records Act and the Records Management Act.
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Exhibit D Activity Name
NOTICE TO PROCEED fTENTATIVE)iWEEKLY DESIGN TEAM MEETINGS STARTING 2/21; COSTESTIMATE UPDATE EVERY 2 WEEKS STARTING 2/28CONSTRUCTION MANAGER SELECTION
j COMMUNITY CARE BUILDINGEXISTING FFE EVALUATIONEXISTING FACILITi'SURVEYPREPARE EXISTING FACILITl' DRAWINGSHAZARDOUS MATERIALS ABATEMENT
EARLY BID PACKAGES
ROOF REPLACEMENT
DESIGN AND CONSTRUCTION DOCUMENTSBIDDING
CONSTRUCTION
WINDOW REPLACEMENT
DESIGN AND CONSTRUCTION DOCUMENTSBIDDINGCONSTRUCTION
2018 2019Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May
t9'18 I j ! L! ill III I I ' ' I<-
I
FIRST FLOOR & CORE IMPROVEMENTS(ONE STOP, MEETING ROOM, SIGNAGE, MASONRY
CLEANING. FAMILY TOILETS, ENTRY, ACCESSIBILm^,LOBBIESDESIGNCONSTRUCTION DOCUMENTSBIDDINGCONSTRUCTION
HVAC CENTRAL EQUIPMENT (IF NECESSARY), OFFICE FLOORS
PROGRAMMINGSPACE PLANNING AND PRELIMINARY DESIGNDESIGN DEVELOPMENTFINALIZE PHASING AND LOGISTICS PLAN
CONSTRUCTION DOCUMENTS
BIDDING
[ CONSTRUCTION (TO BE DETERMINED)
RAY JORDAN BUILDING
PROGRAMMINGPREPARE EXISTING FACILITf DRAWINQSPRELIMINARY DESIGNDESIGN DEVELOPMENTCONSTRUCTION DOCUMENTS
BIDDING
CONSTRUCTION (TO BE DETERMINED)
COMMUNITY CARE BUILDING
EARLY BID PACKAGES
ROOF REPLACEMENT
WINDOW REPLACEMENT
FIRST FLOOR & CORE IMPROVEMENTS
11
1 I
1: I
-JOFFICE FLOORS
i IRAY JORDAN BUILDING
i
1 i