EXHIBIT "A" RESPONSIBILITIES AND SERVICES OF ARCHITECT TABLE OF CONTENTS
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- Howard Powell
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1 EXHIBIT "A" RESPONSIBILITIES AND SERVICES OF ARCHITECT TABLE OF CONTENTS A. SCOPE OF PROJECT... 1 B. BASIC SERVICES... 1 C. PRE-DESIGN AND START-UP SERVICES... 4 D. SCHEMATIC DESIGN PHASE... 8 E. DESIGN DEVELOPMENT PHASE F. CONSTRUCTION DOCUMENTS PHASE G. BIDDING PHASE H. CONSTRUCTION ADMINISTRATION PHASE I. CLOSE OUT PHASE J. MEETINGS / SITE VISITS / WORKSHOPS... 34
2 EXHIBIT "A" RESPONSIBILITIES AND SERVICES OF ARCHITECT Architect shall provide all professional services necessary for completing the following: A. SCOPE OF PROJECT 1. Project Name: Science Building (Phase1) Approximate Gross Square Footing: 27,000 GSF Construction Cost Budget: $22,000,000 B. BASIC SERVICES Architect agrees to provide the Services described below: 1. Architect shall be responsible for the professional quality and technical accuracy of all studies, reports, projections, master plans, designs, drawings, specifications and other services furnished by Architect under the Agreement as well as coordination with all master plans, studies, reports and other information provided by District. Architect shall, without additional compensation, correct or revise any errors or omissions in its studies, reports, projections, master plans, design, drawings, specifications and other Services. 2. Architect will use all due care and diligence to confirm that its plans and specifications and all other information provided by or on behalf of the District to potential bidders discloses and publishes any potentially relevant information that could, in any way, have an impact on a contractor's cost of performance. Architect shall advise the District of the most effective methods of identifying and securing such information as part of each stage of design. Architect shall track for District's benefit all such suggested and disclosed information. 3. The District shall provide all information available to it to the extent the information relates to Architect s scope of work. This information shall include, if available, a. Physical characteristics; b. Legal limitations and utility locations for the Project site(s); c. Written legal description(s) of the Project site(s); d. Grades and lines of streets, alleys, pavements, and adjoining property and structures; e. Adjacent drainage; f. Rights-of-way, restrictions, easements, encroachments, zoning, deed restrictions, and boundaries and contours of the Project site(s); g. Locations, dimensions and necessary data with respect to existing buildings, other improvements and trees; EXHIBIT A Page A - 1 SCOPE AND BASIC SERVICES
3 h. Information concerning available utility services and lines, mechanical and other services, both public and private, above and below grade, including inverts and depths; i. Surveys, reports, as-built drawings, record drawings; and j. Subsoil data, chemical data, and other data logs of borings. Architect shall visually verify this information and all existing Project utilities, including capacity, and document the location of existing utility lines, telephone, water, sewage, storm drains and other lines on or around the Project to the extent determinable by the documents provided by the District. If Architect determines that the information or documentation the District provides is insufficient for purposes of design or if Architect requires a topographical survey; geotechnical report; structural, mechanical, and/or chemical tests; tests for air and/or water pollution; test borings; test pits; determinations of soil bearing values; percolation tests; ground corrosion tests; resistivity tests; tests for hazardous materials; tests for anticipating subsoil conditions; and/or other information that the District has not provided, the Architect shall request that the District acquire that information at the soonest possible time after Architect becomes aware that this additional information is needed. If the Parties mutually agree, this additional information and service shall be procured through the Architect, who may invoice the District for those services as Extra Services. 4. Technology Backbone. Architect shall be responsible for the design and coordination of the technology backbone system from the District s closest communications/technology backbone joint trench ground box. Scope to include design of underground conduit sizes and quantity, necessary fiber and copper cabling, and trench path from existing ground box to the building MDF room. The nearest communications/technology backbone ground box will serve as the point of connection, to the District s communications/technology backbone system. The design and coordination of low voltage communications/technology systems, interior to the building (tele/data, WAPs, Audio Visual, safety & security, fire alarm, and all other low voltage cabling to support building systems) shall include location and routing of raceways, conduits and outlets and the required spaces to accommodate electrical, data, communication, audio visual, and other low voltage systems wiring. Design shall include specification and routing of all cabling to building MDF/IDF rooms with connections to head end equipment and patch panels, specified by the Architect and consultant(s). Architect and consultant(s) shall prepare and be responsible for technology design and documents based on the District s Standards for Telecommunications, Audio Visual, Electronic Safety & Security systems, Fire Alarm, and other low voltage systems appropriate to the level of design completion. 5. Interior Design. Architect shall provide interior design and other similar services required for or in connection with selection and color coordination of materials. Architect is required to coordinate the placement of furniture, equipment layout, or schematic space allocation. The District shall procure furnishings and moveable equipment. Architect shall advise the District on lead times and availability of all Project equipment, materials, supplies, and furnishings to ensure that all of these will EXHIBIT A Page A - 2 SCOPE AND BASIC SERVICES
4 be available to the District in a timely fashion so as not to delay the Project and/or the District s beneficial occupancy of the Project. 6. District Standards. Architect shall incorporate in to its work and the work of all Consultants the adopted District standards for facilities and construction including, but not limited to, Solano Community College 2013 Facilities Master Plan, Book 2: District Standards. 7. Mandatory Assistance. If a third party dispute, litigation, or both, arises out of, or relates in any way to the Services provided under this Agreement, upon the District's request, the Architect, its agents, officers, and employees agree to assist in resolving the dispute or litigation. Architect's assistance includes, but is not limited to, providing professional consultations, attending mediations, arbitrations, depositions, trials or any event related to the dispute resolution and/or litigation ( Mandatory Assistance ). [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK] EXHIBIT A Page A - 3 SCOPE AND BASIC SERVICES
5 C. PRE-DESIGN AND START-UP SERVICES 1. Project Initiation Upon final execution of the Agreement with the District, Architect shall: a. Within the first week following execution of the Agreement, review the proposed Schedule of Services set forth in Exhibit C to the Agreement and prepare a detailed scope of work list and work plan for documentation in a computergenerated Project schedule to the District s satisfaction. This scope of work list and work plan will identify specific tasks including, but not limited to: interviews, data collection, analysis, report preparation, planning, architectural programming, concepts and schematic design preparation and estimating that are part of the work of the Project. Architect shall also identify milestone activities or dates, specific task responsibilities, required completion times necessary for review and approval by the District and by all regulatory agencies and additional definition of deliverables. b. Review the developed work plan with the District and its representatives to familiarize them with the proposed tasks and schedule and develop necessary modifications. 2. Development of Architectural Program Architect shall prepare for the District s review an architectural program as follows: a. Perform pre-design investigations and interviews with user groups to establish appropriate guidelines around which and within which the Project is to be designed. Identify design issues relating to functional needs, directives and constraints to meet the educational plan, user group requirements, and imposed by regulatory codes. Review all information and data pertinent to the Project including Education Plan, survey, site maps, geotechnical reports and recommendations, soil testing results reports, and pertinent historical data, and other relevant information provided by District. (i) Based on the information gathered from interviews with user groups, educational plan, and other research and needs assessment, prepare an inventory of program space needs listing the rooms/spaces required for the project and approximate assignable square footage requirements for each room/space. As Program Space Summary shall be provided listing all rooms/spaces needed for the project with a subtotal of assignable square footage and applicable increase factor to approximate building gross square footage and overall building area. (ii) Based on the function and relationship of the program room/space needs, prepare room/space adjacency diagrams that convey the building organization and required relationships between individual rooms/spaces. b. Prepare detailed Room/Space Data Sheets, which outline the requirements for each room listed in the program space summary. Room Data Sheets shall clearly indicate the detailed requirements for each room, including, but not limited to: EXHIBIT A Page A - 4 PRE-DESIGN AND START-UP SERVICES
6 (i) (ii) (iii) (iv) (v) (vi) (vii) Room Requirements, such as assignable square footage (ASF), the number of rooms, Occupancy loads, special ceiling height requirements, access constraints, security, hours of use, required adjacencies to other program rooms/spaces, and other physical necessary requirements. Environmental Requirements, such as: Temperature Range, Ventilation, Natural Light, Artificial Light, Acoustics, and other Special Provisions. Services, such as: Fire Protection requirements, Ventilation, Exhaust, Filtration, Power, Telecommunications, Audio Visual, Emergency Power, Sinks, Floor Drains, Water, Compressed Air, Natural Gas, and other infrastructure needs for future expansion of services and environmental requirements. Materials and Finishes, for: Floors and Base, Walls, Ceilings, Doors, Casework and cabinetry requirements, laboratory work Fixtures, Finishes, and Equipment (FF&E) needs: Group I and Group II FF&E requirements. Diagrams: For selective spaces, provide specific spatial layout requirements for cabinetry, FF&E, Telecommunications, Audio Visual, Utilities and special systems. Provide any other information that is deemed as important criteria or requirements for specific rooms, as a result of conducting the criteria development meetings with District Representatives and user groups. c. Review all applicable codes pertaining to the proposed Project design. d. Identify design issues relating to functional needs, directives and constraints imposed by applicable regulatory codes. e. Based on survey and topography data provided by the District, input into computer and develop existing conditions base for the Schematic Design Phase. f. Administer Project as required to coordinate work with the District and among Consultants. g. Incorporate approved District standards for facilities and construction, including but not limited to designation of any material, product, thing or service by specific brand or trade name pursuant to Public Contract Code section 3400, subdivision (c). h. Opinion of Probable Construction Cost (i) Architect shall have responsibility to further develop, review, and reconcile the Opinion of Probable Construction Cost within the parameters of the Construction Budget established by the District for the Project. The estimates forming the basis of the Opinion of Probable Construction Cost are to be based on the developed functional architectural program as approved by the District. The following conditions apply to the Opinion of Probable Construction Cost prepared by the Architect: (A) All costs are to be based on current bid prices, with escalation rate and duration clearly identified as a separate line item; rate of cost escalation and projected bid and construction dates are to be approved by the District and its representatives. EXHIBIT A Page A - 5 PRE-DESIGN AND START-UP SERVICES
7 (B) (C) Format shall be in a building systems format (e.g., foundations, substructure, structural system, exterior wall enclosure, window systems, etc.) for new buildings, and summarized by the Construction Specification Institute (CSI) categories for buildings being modernized. Contingencies for design, bidding, and construction are to be included as individual line items, with the percentage and base of calculation clearly identified. (D) Architect shall include all information and estimates from the District and/or the Construction Manager that are intended to be part of the Opinion of Probable Construction Cost. (E) (F) One week prior to submittal of documents, Architect shall submit its proposed Opinion of Probable Construction Cost to the District and the Construction Manager for review and approval. At that time, Architect shall coordinate with the District and the Construction Manager to further develop, review, and reconcile the Opinion of Probable Construction Cost. Mechanical, electrical, civil, landscape and estimating consultant(s) shall participate in the progress meeting as appropriate and shall provide input and feedback into the development of the Opinion of Probable Construction Cost. (ii) The Opinion of Probable Construction Cost for the Project must at no point exceed the District s Construction Budget for the Project. The accuracy of the Opinion of Probable Construction Cost shall be the responsibility of the Architect. 3. Presentation Architect, along with any involved consultant(s), shall present and review with the District and, if directed, with the District s governing board, the summary and detail of work involved in this Phase, including two dimensional renderings of any proposed facility suitable for public presentation. 4. Deliverables and Numbers of Copies Architect shall provide to the District a hard copy of the following items produced in this Phase, together with one copy of each item in electronic format: a. Two copies of the Architectural Program (Include comparison between developed program and model program, include narrative explaining any substantial deviations); b. Two copies of Site Plan; c. Two copies of revised Opinion of Probable Construction Cost; EXHIBIT A Page A - 6 PRE-DESIGN AND START-UP SERVICES
8 d. Two copies of final Schedule of Services; e. Two copies of meeting Reports/Minutes from Kick-off and other meetings; and f. Two copies of renderings provided to District for public presentation. 5. Meetings During this Phase, Architect shall attend, take part in, and, when indicated, conduct meetings, site visits, and workshops as needed to complete Predesign and Startup Services. [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK] EXHIBIT A Page A - 7 PRE-DESIGN AND START-UP SERVICES
9 D. SCHEMATIC DESIGN PHASE Upon District s acceptance of Architect s work in the previous Phase and assuming District has not delayed or terminated the Agreement, Architect shall prepare for the District s review a Schematic Design Study, containing the following items as applicable to the Project scope, as follows: 1. Prepare and review with District staff a scope of work list and work plan identifying specific tasks including, but not limited to: interviews, data collection, analysis, report preparation, planning, architectural programming refinements, concepts and schematic design preparation and estimating that are part of the work of the Project. Also identified will be milestone activities or dates, specific task responsibilities of the Architect, required completion times necessary for the review and approval by the District and by pertinent regulatory agencies and additional definition of deliverables. 2. Review the developed work plan with the District and its representatives to familiarize them with the proposed tasks and schedule and develop necessary modifications. 3. All building systems, necessary for Agency Approvals, shall be the responsibility of Architect and Sub-consultants to design. Deferred approvals for building systems will not be allowed. 4. Architectural a. Demolition plans with basic keynotes. b. Scaled floor plans showing overall dimensions, identifying the various major areas and their relationship. Include circulation and room-by-room tabulation of all net usable floor areas and a summary of gross floor area. Also, provide typical layouts of major equipment or operational layout. c. Preliminary building exterior elevations and sections in sufficient detail to demonstrate design concept indicating location and size of fenestration. d. As applicable, identify proposed roof system, deck, insulation system, and drainage technique. e. Identify minimum finish requirements, including ceiling, floors, walls, doors, windows, and types of hardware. f. Preliminary Code Analysis & Fire & Life Safety plans. Identify code requirements, including occupancy classification(s), building occupant loads, type of construction. 5. Structural a. Layout structural systems with dimensions and floor elevations. Identify structural systems (including pre-cast, structural steel with composite deck, structural steel bar joists) with preliminary sizing identified. EXHIBIT A Page A - 8 SCHEMATIC DESIGN PHASE
10 b. Identify foundation systems (including fill requirements, piles, caissons, spread footings) with preliminary sizing identified. 6. Mechanical a. Calculate block heating, ventilation, and cooling loads including skin versus internal loading. b. Select a minimum of two (2) HVAC systems that appear compatible with loading conditions for subsequent life cycle costing. c. Show locations of critical Laboratory equipment such as ventilation hoods, eyewash units, special sinks and other laboratory equipment which require ventilation and plumbing interface with other building systems d. Show selected system on drawings as follows: (i) (ii) Single line drawing(s) of all mechanical equipment spaces, ductwork and pipe chases. Location and preliminary sizing of all major equipment and duct work in allocated spaces. (iii) Schematic piping. Confirm main building waste has adequate fall to adjacent sewer main (iv) Preliminary gas and compressed air layouts. (v) Temperature control zoning. e. Preliminary Fire Suppression calculations and location of main fire service entry, fire sprinkler riser, and fire riser room. f. Provide design criteria to include the intent base of design for the Project. g. Evaluate and confirm the load requirements of all equipment and systems, the impact of those on existing facilities, and/or requirements to increase capacity of existing utilities to accommodate the increase. 7. Electrical a. Calculate overall approximate electrical loads. b. Identify proposed electrical system for service, power, lighting, low voltage and communication loads, including proposed or planned additional buildings or other facilities on the Project site. c. Show system(s) selected on drawings as follows: (i) Single line drawing(s) showing major distribution system. EXHIBIT A Page A - 9 SCHEMATIC DESIGN PHASE
11 (ii) Location and preliminary sizing of all major electrical systems and components including: (A) (B) (C) Load centers. Main panels. Switch gear. d. Provide design criteria to include the intent base of design for the Project. e. Evaluate and confirm the load requirements of all equipment and systems, the impact of those on existing facilities, and the requirements to increase these loads to accommodate the increase. 8. Civil a. Develop on and off site utility systems such as sewer, water, storm drain, firewater lines and fire hydrants. b. Identify surface improvements including roadways, walkways, parking (with assumed wheel weights), preliminary finish grades and drainage. c. Coordinate finish floor elevations with architectural site plan. 9. Landscape Develop and coordinate landscape design concepts entailing analysis of existing conditions, proposed components and how the occupants will use the facility. Include location and description of planting, ground improvements and visual barriers. 10. Low Voltage Systems a. Basic Fire Alarm system concepts and calculations developed. b. Audio Visual concepts proposed c. Telephone and data systems proposed d. Electronic Safety and Security systems proposed e. Space for all equipment related to these, and all other low voltage systems. 11. Specifications Prepare outline specifications of proposed architectural, structural, mechanical and electrical materials, systems and equipment and their criteria and quality standards. Architect is to use District s standardized equipment/material list for new construction and modernization in development of the Project design and specifications. Architect shall review and comment on District s construction bid contracts and contract documents ( Division 0 documents) and Division 1 documents as part of its work under the Agreement. EXHIBIT A Page A - 10 SCHEMATIC DESIGN PHASE
12 12. Opinion of Probable Construction Cost Revise the Opinion of Probable Construction Cost for the Project. Along with the conditions identified in the preceding Phase, the following conditions apply to the revised Opinion of Probable Construction Cost: a. Schematic Estimates: This estimate consists of unit cost applied to the major items and quantities of work. The unit cost shall reflect the complete direct current cost of work. Complete cost includes labor, material, waste allowance, sales tax and subcontractor's mark-up. (i) General conditions shall be applied separately. This estimate shall be prepared by specification section and summarized by the CSI categories. b. The estimate shall separate the Project's building cost from site and utilities cost. Architect shall submit to the District the cost estimating format for prior review and approval. c. Escalation: all estimates shall be priced out at current market conditions. The estimates shall incorporate all adjustments as appropriate, relating to mid-point construction, contingency, and cost index (i.e. Lee Saylor Index). d. The Opinion of Probable Construction Cost for the Project must at no point exceed the District s Construction Budget. The accuracy of the Opinion of Probable Construction Cost shall be the responsibility of the Architect. e. Architect shall submit its proposed Opinion of Probable Construction Cost to the District and the Construction Manager for review and approval. At that time, Architect shall coordinate with the District and Construction Manager to further develop, review, and reconcile the Opinion of Probable Construction Cost. f. At the end of this Phase, the Opinion of Probable Construction Cost may include design contingencies of no more than fifteen percent (15%) in the cost estimates. 13. Meetings During this Phase, Architect shall attend, take part in, and, when indicated, conduct meetings, site visits, and workshops as needed to complete Schematic Design Phase. 14. Deliverables and Numbers of Copies Architect shall provide to the District a hard copy of the following items produced in this phase, together with one copy of each item in electronic format: a. Two copies of breakdown of Opinion of Probable Construction Cost as prepared for this Phase; b. Two copies of meeting reports/minutes; c. Two copies of Schematic Design Package with alternatives; EXHIBIT A Page A - 11 SCHEMATIC DESIGN PHASE
13 d. Two copies of a statement indicating changes made to the Architectural Program and Schedule; and e. Two copies of DSA file, including all correspondence and meeting notes to date, or notification in writing that Architect has not met or corresponded with DSA. 15. Presentation a. Architect shall present and review with the District the detailed Schematic Design as required for Measure Q and Board of Trustee s approval. b. The Schematic Design shall be revised within the accepted program parameters until a final concept within the accepted Opinion of Probable Construction Cost has been accepted and approved by the District at no additional cost to the District. [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK] EXHIBIT A Page A - 12 SCHEMATIC DESIGN PHASE
14 E. DESIGN DEVELOPMENT PHASE Upon District s acceptance of Architect s work in the previous Phase and assuming District has not delayed or terminated the Agreement, Architect shall prepare from the accepted deliverables from the Schematic Design Phase, the Design Development Phase documents consisting of the following for each proposed system within Architect s scope of work: 1. Architectural a. Preliminary Fire & Life Safety plans. Identify code requirements, including, but not limited to: occupancy classification(s) and occupant loads, type of construction, front, rear, and side-yard requirements, means of egress, rated corridors, required exits, area separation walls, areas of refuge, proposed hydrant locations, fire truck access, and other fire and Life Safety features required as a result of developing design strategy. b. Scaled, dimensioned floor plans with final room locations including all openings. c. 1/8" scale building sections showing dimensional relationships, materials and component relationships. d. Exterior elevations of all proposed new buildings, existing buildings to be renovated and all architectural elements of the Project. e. Basic exterior wall assemblies and interior wall types proposed. f. Enlarged plan areas for restrooms, laboratories, and/or special use areas. g. Preliminary Door, Frame, and Window schedules h. Roof plans with proposed drain locations i. Floor plans identification all fixed and movable equipment and furniture. j. Interior finishes identified and located within the rooms of all buildings. k. Site plan with hardscape, landscape areas, steps, stairs, and ramps completely drawn with beginning notes and dimensions including grading and paving. l. Preliminary development of details and large scale blow-ups. m. Legend showing all symbols used on drawings. n. Floor plans identifying all fixtures, furnishings, and equipment (FFE). Coordinate position, location, clearances, and all utility requirements (MEP and tele/data, communications, audio visual, etc.) with FFE consultant. o. Further refinement of Outline Specifications for architectural, structural, mechanical, electrical, civil and landscape manuals, systems and equipment. EXHIBIT A Page A - 13 DESIGN DEVELOPMENT PHASE
15 p. Typical reflected ceiling development including ceiling grid and heights for each ceiling to be used, showing: (i) (ii) (iii) Light fixtures. Ceiling registers or diffusers. Access Panels. 2. Structural a. Structural drawings with all major members located and sized. b. Establish final building and floor elevations, showing depressed slab areas, elevator pits, and raised curb locations. c. Preliminary specifications. d. Preliminary calculations for the structural systems including lateral force resistive systems, foundations, and all structural system components. e. Identify foundation requirements (including fill requirement, piles), with associated soil pressure, water table and seismic center. Coordinate with under slab utilities. 3. Mechanical a. Water demand estimates and required flows projected. b. Heating and cooling load calculations as required and major duct or pipe runs sized to interface with structural c. Coordinate space and access requirements for service to all mechanical equipment, panels, dampers, valves, gauges and other systems, which require routine maintenance and service. d. Major mechanical equipment should be scheduled indicating sizes, weights, and capacity. e. HVAC Ductwork and piping distribution should be substantially located and sized. f. Location of critical laboratory equipment and associated ductwork and piping. g. Plumbing plans for the Project shall indicate numbers and locations of fixtures, and be in conformance with the code-mandated fixture count requirements of the Project. Gas and compressed air outlets, and all other ventilation and plumbing Fixtures, equipment, and components specific to laboratory use shown. h. Preliminary plumbing fixture schedule EXHIBIT A Page A - 14 DESIGN DEVELOPMENT PHASE
16 i. Fire Suppression system draft hydronic calculations, occupancy classification determined, and basic branch line distribution shown. Fire service entry location shown. j. Equipment and devices in ceiling should be located. k. Legend showing all symbols used on drawings. l. More developed Outline Specifications indicating quality level and manufacture. m. Control Systems identified. n. Preliminary Energy calculations. o. Further evaluation and confirmation of the load requirements of all equipment and systems, the impact of those on existing facilities, and/or requirements to increase capacity of existing utilities to accommodate the increase. 4. Electrical a. Electrical loads calculated based on proposed equipment and demands. b. Preliminary site power plan. c. Coordinate space and access requirements for service to all electrical equipment, panels, devices, and other systems, which require routine maintenance and service. d. All Building and Site lighting fixtures should be located and scheduled showing all types and quantities of fixtures to be used, including proposed lighting levels for each usable space. e. Power plans, including layouts for electrical rooms, MDF/IDF rooms, and other electrical equipment. f. All major electrical equipment should be scheduled indicating size and capacity. g. Complete electrical distribution including a one line diagram indicating final location of switchboards, communications, controls (high and low voltage), motor control centers, panels, transformers and emergency generators, if required. Low voltage system includes fire alarm system, security system, clock and public address system, bell system, voice data system, and telecom/technology system. h. Infrastructure and power for Low Voltage Systems. i. Legend showing all symbols used on drawings. j. More developed and detailed Outline Specifications indicating quality level and manufacture. EXHIBIT A Page A - 15 DESIGN DEVELOPMENT PHASE
17 k. Further evaluation and confirmation of the load requirements of all equipment and systems, the impact of those on existing facilities, and the requirements to increase these loads to accommodate the increase. 5. Civil a. Further refinement of Schematic Design Phase development of on and off site utility systems for sewer, electrical, water, storm drain and fire water. Includes, without limitation, pipe sizes, materials, invert elevation location and installation details b. Further refinement of Schematic Design Phase roadways, walkways, parking and storm drainage improvements. Recommended traffic sections. Preliminary import/export quantities shown. Extent of over-excavation and compaction for building pads. Includes details and large scale drawings of curb and gutter, manhole, thrust blocks, paved parking and roadway sections. c. Outline specifications for all Civil related materials and products 6. Landscape Further refinement of Schematic Design concepts. Includes coordination of hardscape, landscape planting, ground cover, and irrigation main distribution lines. 7. Low Voltage Systems a. Preliminary Fire Alarm system developed and calculations. Deferred approvals for Fire Alarm system will not be allowed. b. Telecom/Data plans with preliminary cable tray distribution and/or infrastructure needs. c. Audio Visual plans for all ceiling mounted projectors, projection screens, and Public Address communications systems. d. Building Security Systems, key card access points, doors and windows proposed to be equipped with sensors and contacts for access controls. e. Other low voltage systems as required by the project 8. Bid Documents Architect shall review and comment on District s construction bid contracts and contract documents ( Division 0 documents and Division 1 documents) as part of its work under the Agreement. 9. Opinion of Probable Construction Cost a. Revise the Opinion of Probable Construction Cost for the Project. Along with the conditions identified in the Agreement and the preceding Phases, the following conditions apply to the revised Opinion of Probable Construction Cost: b. Design Development Estimate: This further revised estimate shall be prepared by specification section, summarized by CSI category and divided by trade and work item. The estimate shall include individual item unit costs of materials, labor and EXHIBIT A Page A - 16 DESIGN DEVELOPMENT PHASE
18 equipment. Sales tax, contractor's mark-ups, and general conditions shall be listed separately. c. The Opinion of Probable Construction Cost for the Project must at no point exceed the District s Construction Budget. The accuracy of the Opinion of Probable Construction Cost shall be the responsibility of the Architect. d. Architect shall submit its proposed Opinion of Probable Construction Cost to the District and the Construction Manager for review and approval. At that time, the Architect shall coordinate with the District and the Construction Manager to further develop, review, and reconcile the Opinion of Probable Construction Cost. e. At this stage of the design, the Opinion of Probable Construction Cost may include design contingencies of no more than ten percent (10%) in the cost estimates. 10. Deliverables and Numbers of Copies Architect shall provide to the District a hard copy of the following items produced in this phase, together with one copy of each item in electronic format: a. Two copies of Design Development drawing set from all professional disciplines necessary to deliver the Project; b. Two copies of Specifications; c. Two copies of revised Opinion of Probable Construction Cost; and d. Two copies of DSA file, including all correspondence and meeting notes to date, or notification in writing that Architect has not met or corresponded with DSA. The Design Development deliverables shall be revised within the accepted program parameters until a final concept within the accepted Opinion of Probable Construction Cost has been accepted and approved by the District at no additional cost to the District. 11. Meetings During this Phase, Architect shall attend, take part in, and, when indicated, conduct meetings, site visits, and workshops as required to complete Design Development Phase. [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK] EXHIBIT A Page A - 17 DESIGN DEVELOPMENT PHASE
19 F. CONSTRUCTION DOCUMENTS PHASE Upon District s acceptance of Architect s work in the previous Phase and assuming District has not delayed or terminated the Agreement, Architect shall prepare from the accepted deliverables from the Design Development Phase the Construction Documents consisting of the following for each proposed system within Architect s scope of work: 1. Construction Documents ( CD ) 50% Stage: a. General Verify lead times and availability of all Project equipment, materials, and supplies and ensure that all of these will be available to the contractor in a timely fashion so as not to delay the Project. b. Architectural (i) (ii) Code Analysis & Fire and Life Safety Plans further refined identifying all code related issues that relate to allowable building area, construction type, building occupancy classifications and loads, egress plans, required mixed use calculations, fire rated corridors/walls/areas, area separation walls, areas of refuge, building side-yard, front and rear yard dimensions, fire truck access, any other fire and life safety features as required for agency approval. Site plan developed to show building location, all topographical elements and existing/proposed contour lines, Hardscape and landscape areas, walkways, plazas, steps, stairs, utility and service yards, and roadways. (iii) Demolition Plans with Keynotes showing existing site and building elements that are to be removed and/or protected and to remain, or items to be salvaged and delivered to the District. (iv) Elevations (exterior and interior), sections and floor plans corrected to reflect design development review comments. (v) Roof plans with roof drain locations and slopes. (vi) Enlarged floor plans for restrooms and special use areas as required to convey detailed layouts. (vii) Exterior wall sections, assemblies and types. (viii) Interior wall/partition types started. (ix) Interior elevations blocked out showing casework and cabinetry. (x) Floor plans identifying all Fixtures, Furnishings, and Group I and II Equipment locations. Coordinate position, location, clearances, and all utility requirements (MEP and tele/data, communications, audio visual, etc.) with FFE consultant to ensure proper interface. EXHIBIT A Page A - 18 SCHEMATIC DESIGN PHASE
20 (xi) Architectural details and large blow-ups started. (xii) Well-developed finish, door, frame, hardware, and window schedules. (xiii) Site utility plans started. (xiv) Fixed equipment details and identification started. (xv) Reflected ceiling plans with finishes and heights above finish floor coordinated with mechanical and electrical plans/systems. c. Structural (i) (ii) Completed cover sheet with general notes, symbols and legends. Special Testing requirements outlined. General Notes and Requirements listed. (iii) Structural floor plans and sections with detailing well advanced. (iv) Structural footing schedules and foundation plans showing depressed slab areas, elevator pits, and raised curb locations. Foundation plans coordinated with under slab utilities. (v) Structural floor and roof framing plans. (vi) Completed cover sheet with general notes, symbols, and legends (vii) Specifications for structural components drafted and edited. d. Mechanical (i) (ii) Mechanical calculations complete, HVAC loads for heating and cooling completed with all piping and ductwork sized. Water demands and required flows confirmed and coordinated with Campus utilities and capacities. Utilities to mechanical equipment coordinated with plumbing and electrical plans. (iii) Coordinate space and access requirements for service to all mechanical equipment, panels, dampers, valves, gauges and other systems, which require routine maintenance and service, to ensure maintenance personnel can easily access equipment with use of ladders, platforms, and catwalk systems. (iv) HVAC and plumbing distribution plans coordinated with other sub consultant s work. Supply/return grill and register locations shown and coordinated with reflected ceiling plans and lighting layouts. EXHIBIT A Page A - 19 SCHEMATIC DESIGN PHASE
21 (v) Laboratory equipment, ventilation hoods, exhaust fans, and specialized mechanical features refined and detailed. (vi) Support of mechanical units, ductwork, piping, and equipment coordinated with structural plans. (vii) Complete plumbing fixture, gas, compressed air, and piping distribution plans shown, including enlarged plumbing plans/isometrics for special areas of laboratories and science classrooms. (viii) Mechanical schedules for equipment substantially developed. (ix) Large scale mechanical details started. Acoustic and vibration isolation details developed. (x) Preliminary Title 24 Energy calculations drafted. (xi) Complete design of Energy Management System ( EMS ). (xii) Mechanical and plumbing specifications drafted and edited. e. Electrical (i) (ii) Site Lighting and Site Electrical Plan developed with light fixture locations shown and coordination with Architectural site plan, civil plans, landscape plans. Photometric distribution refined to ensure proper lighting levels at public circulation paths. Lighting, power, signal and communication plans showing all switching and controls. Fixture schedule and lighting details development started. (iii) Power distribution information on all power consuming equipment; lighting and device branch wiring development well started. Coordinate power and low voltage with mechanical equipment. (iv) Electrical room layout refined with elevations showing organization of systems subpanel and termination cabinets on backboard. (v) Coordinate space and access requirements for service to all electrical equipment, panels, devices and other electrical components, which require routine maintenance and service, to ensure maintenance personnel can easily access equipment with use of ladders, platforms, and catwalk systems. (vi) All electrical equipment schedules started. Preliminary panel and circuitry diagrams completed. (vii) MDF and IDF Room layouts with IT rack locations and overhead cable tray arrangement and power outlets shown. Scope to include design and specification of racks and enclosures, of horizontal and vertical wire management systems, specification of head end equipment and patch EXHIBIT A Page A - 20 SCHEMATIC DESIGN PHASE
22 panels sized to accommodate all low voltage cabling driven by the design, including UPS Battery back-up systems, fully designed and detailed. District will be responsible for connections made up-stream the patch panels. (viii) Power and infrastructure for Telecom/Data, Audio Visual systems, Safety & Security systems, and other specialized system components approximately located on plans, including cabling, conduit, infrastructure, raceway, and pathways back to rack mounted equipment in MDF/IDF rooms. (ix) Complete design of low voltage system. Low voltage system includes fire alarm system, security system, clock, and public address system, voice data system, and telecom/technology system. Scope to include specification of head end equipment and patch panels. f. Civil (i) All site plans, site utility plans, grading plans developed with parking, walkway, and roadway systems updated and coordinated with Architectural site plan and Landscape plans to reflect update revisions from Design Development Phase Documents. (ii) General notes and details addressed. (iii) Earthwork balancing, or import/export quantities confirmed. (iv) Utility Points of Connection shown and coordinated with building plumbing design. (v) Roof drain connections coordinated with storm drain system design. (vi) Fire Service and District connection details developed, with fire hydrants shown as required for firefighting capabilities, per local fire marshal. Fire riser location coordinated with Fire Suppression design. (vii) Civil specifications sections drafted and edited. g. Landscape (i) Landscape plan developed with plant schedules and updated to reflect revisions from Design Development Phase. Hardscape areas coordinated with Architectural site plan and Civil engineering designs. (ii) Irrigation plans updated to reflect update revisions from Design Development Phase Documents. (iii) Fine grading coordinated with grading and drainage plans in civil package. (iv) Special details progressing. (v) Landscape specification sections drafted and edited. h. Low Voltage Systems: (i) Fire Alarm system developed, beginning details for interface with Fire Suppression system, fire annunciator panel located, preliminary device layouts, and battery back-up calculations developed. Deferred approvals for Fire Alarm system will not be allowed. Specifications sections developed for edits. (ii) Telecommunications/Data plans developed with device and infrastructure needs addressed and coordinated with Architectural Floor Plans, Reflected Ceiling Plans, Interior elevations, and Electrical Power plans. Cable tray distribution layouts developed. Telecomm racks and MDF/IDF room configurations developed. Backboard layouts under consideration. Specifications sections developed for editing. EXHIBIT A Page A - 21 SCHEMATIC DESIGN PHASE
23 (iii) (iv) Audio Visual plans developed with all AV equipment located on plans and coordinated with Architectural Floor Plans, Reflected Ceiling Plans, Interior elevations, and Electrical Power plans. Infrastructure needs coordinated with electrical plans. Specification sections developed for editing. Security, public address, clock and all other low voltage systems developed with device locations shown and infrastructure needs developed. i. Constructability Review The District and/or its designee, at its sole discretion, shall have the right to conduct a constructability review of the 50% Construction Documents. A report shall be given to the Architect who shall make necessary changes along with providing written comments for each item listed in the report. Conducting a constructability review does not excuse the Architect s obligation to provide Services that shall comply with professional architectural standards, including the standard of care applicable to architects designing community college facilities and applicable requirements of federal, state, and local law. j. Specifications More than fifty percent (50%) complete development and preparation of technical specifications describing materials, systems and equipment, workmanship, quality and performance criteria required for the construction of the Project. (i) No part of the specifications shall call for a designated material, product, thing, or service by specific brand or trade name unless: (A) (B) The specification is followed by the words "or equal" so that bidders may furnish any equal material, product, thing, or service, as required by Public Contract Code, section 3400, or The designation is allowable by a specific allowable exemption or exception pursuant to Public Contract Code, section (ii) Specifications shall not contain restrictions that will limit competitive bids other than those required for maintenance convenience by the District and only with District s prior approval. (iii) Specifications shall be in CSI format. k. Deliverables and Numbers of Copies Architect shall provide to the District a hard copy of the following items produced in this phase, together with one copy of each item in electronic format: (i) Two reproducible copies of working drawings; EXHIBIT A Page A - 22 SCHEMATIC DESIGN PHASE
24 (ii) Two copies of specifications; (iii) Two copies of statement of requirements for testing and inspection of service for compliance with Contract Documents and applicable codes; and (iv) Two copies of a statement indicating any authorized changes made to the design from the last Phase and the cost impact of each change on the previously approved Opinion of Probable Construction Cost. If no design changes occur but shifts of costs occur between disciplines, identify for District review. 2. Construction Documents 100% / Completion Stage: a. Architectural: (i) (ii) Site plan complete showing limits of work, all hardscape and landscape areas, ADA path of travel, fencing, and other site improvements, coordinated with Civil, Landscape, and electrical site lighting/power plans. Demolition plans complete with Keynotes showing existing site and building elements that are to be removed and/or protected and to remain, or items to be salvaged and delivered to the District. (iii) Completed floor plans, roof plans, elevations, and sections with all notes, symbols, and detail/ section call-outs coordinated. (iv) Exterior/Interior Wall Sections, Types, and Assemblies detailed and referenced on plans. (v) Architectural details and large blow-ups completed. (vi) Finish, Door & Hardware, and Window Types and Schedules completed, including all details. (vii) Enlarged stair and elevator/elevator room plans complete and coordinated with other disciplines. (viii) Site utility plans completed. (ix) Interior elevations complete and coordinated with all wall mounted equipment, Telecomm/Data plans, AV plans, MEP plans, cabinetry, and other disciplines. (x) Fixed equipment details and identification completed. Equipment schedules complete with utility connections coordinated with MEP plans. (xi) Architect to be responsible for coordination and interface with FF&E consultant for all floor plans identifying all FFE. Coordinate position, location, clearances, and all utility requirements (MEP and tele/data, EXHIBIT A Page A - 23 SCHEMATIC DESIGN PHASE
25 communications, audio visual, etc.) with FFE consultant work and FFE work specified by Architect and subconsultants. (xii) Reflected ceiling plans completed, finishes and heights shown, and coordinated with Structural, MEP, and Low Voltage designs. (xiii) Specification sections complete and coordinated with products, materials, equipment, and components shown on the plans and schedules. (xiv) Any other plans as needed to convey Architectural scope of work. b. Structural: (i) (ii) Structural foundation plans, framing plans, lateral bracing plans, and building/wall sections complete with detailing referenced and coordinated. All General and System Notes complete; all special testing and inspection requirements indicated. (iii) Structural calculations completed. (iv) Specification sections complete and coordinated with plans. c. Mechanical: (i) (ii) HVAC and Plumbing plans complete and coordinated with other disciplines. All service access points to equipment, dampers, valve, gauges, and other mechanical components reviewed and approved with District Operations and Maintenance Department. (iii) All laboratory ventilation and piped distribution systems refined and coordinated with Architectural casework plans and interior elevations. (iv) Large scale mechanical details complete. (v) All HVAC and piping support, bracing, and acoustic vibration isolation details complete and coordinated with Structural plans. (vi) Mechanical schedules for equipment completed. (vii) Completed electrical schematic for environmental cooling and exhaust equipment. (viii) Complete energy conservation calculations and report. All low voltage energy management systems control plans and diagrams complete, and sequence of operation narratives provided. (ix) Title 24 energy calculations complete (x) Specification sections complete and coordinated with plans. EXHIBIT A Page A - 24 SCHEMATIC DESIGN PHASE
26 d. Electrical: (i) (ii) Site Lighting and Power Service plans complete and coordinated with Architectural, Civil, and Landscaping plans. Lighting and power plan showing all switching and controls. Fixture schedule and lighting details completed. (iii) Distribution information on all power consuming equipment, including lighting, power, signal and communication device(s) branch wiring completed. (iv) All electrical equipment schedules completed. (v) All service access points to electrical equipment, devices, and other electrical components reviewed and approved with District Operations and Maintenance Department. (vi) Special system components plans completed. (vii) Electrical load calculations completed. e. Civil: All site plans, site utilities, parking and roadway systems completed. f. Low Voltage: (i) Fire Alarm system complete and detailed for interface with Fire Suppression system, fire annunciator panel detailed, device layouts complete, and battery back-up calculations confirmed. Deferred approvals for Fire Alarm system will not be allowed. Specifications sections complete. (ii) Telecommunications/Data plans complete with device locations and infrastructure coordinated with Architectural Floor Plans, Reflected Ceiling Plans, Interior elevations, and Electrical Power plans. Cable tray distribution layouts confirmed. Telecomm racks and MDF/IDF room configurations complete. Backboard layouts confirmed. Specifications sections complete. (iii) Audio Visual plans complete with all AV equipment located on plans and infrastructure coordinated with Architectural Floor Plans, Reflected Ceiling Plans, Interior elevations, and Electrical Power plans. Specification sections complete. (iv) Security, public address, clock and all other low voltage systems developed with device locations shown and infrastructure needs shown. g. Specifications (i) Complete development and preparation of technical specifications describing materials, systems and equipment, workmanship, quality and performance criteria required for the construction of the Project. EXHIBIT A Page A - 25 SCHEMATIC DESIGN PHASE
27 (ii) No part of the specifications shall call for a designated material, product, thing, or service by specific brand or trade name unless: (A) (B) The specification is followed by the words "or equal" so that bidders may furnish any equal material, product, thing, or service, as required by Public Contract Code section 3400, or The designation is allowable by specific allowable exemptions or exceptions pursuant to Public Contract Code section (iii) Specifications shall not contain restrictions that will limit competitive bids other than those required for maintenance convenience by the District and only with District s prior approval. (iv) At one hundred percent (100%) review, District shall review the specifications and shall direct Architect to make corrections at no cost to the District. (v) Coordination of the Specifications with specifications developed by other disciplines. (vi) Specifications shall be in CSI format. h. Constructability Review The District and/or its designee, at its sole discretion, shall have the right to conduct a constructability review of the Construction Documents. A report shall be given to the Architect who shall make necessary changes along with providing written comments for each item listed in the report. Conducting a constructability review does not excuse the Architect s obligation to provide Services that shall comply with professional architectural standards, including the standard of care applicable to architects designing community college facilities and applicable requirements of federal, state, and local law. i. Deliverables and Numbers of Copies Architect shall provide to the District a hard copy of the following items produced in this Phase, together with one copy of each item in electronic format: (i) (ii) (iii) Two reproducible copies of working drawings; Two copies of specifications; Two copies of engineering calculations; (iv) Two copies of statement of requirements for testing and inspection of service for compliance with Construction Documents and applicable codes; (v) Two copies of DSA file including all correspondence, meeting, minutes or reports, back check comments, checklists to date; and EXHIBIT A Page A - 26 SCHEMATIC DESIGN PHASE
28 (vi) Two copies of a statement indicating any authorized changes made to the design from the last Phase and the cost impact of each change on the previously approved Opinion of Probable Construction Cost. If no design changes occur but shifts of costs occur between disciplines, identify for District review. 3. Construction Documents Final Back-Check Stage: a. The Construction Documents final back-check stage shall be for the purpose of the Architect incorporating all regulatory agencies' comments into the drawings, specifications, and estimate. All changes made by the Architect during this stage shall be at no additional cost to the District. b. The final contract documents delivered to the District upon completion of the Architect s work shall be the Bid Set and shall consist of the following: (i) Drawings: Original tracings of all drawings on Architect s tracing paper with each Architect/Consultant s State license stamp. (ii) Specifications: Original word-processed technical specifications on reproducible masters in CSI format. c. Architect shall update and refine the Consultants completed Contract Documents. d. Conclusion of Construction Document Phase requires final stamp-out by DSA. 4. Meetings During this Phase, Architect shall attend, take part in, and, when indicated, conduct meetings, site visits, and workshops as needed to complete this phase of the work. [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK] EXHIBIT A Page A - 27 SCHEMATIC DESIGN PHASE
29 G. BIDDING PHASE Upon District s acceptance of Architect s work in the previous Phase and assuming District has not delayed or terminated the Agreement, Architect shall perform Bidding Phase services for District as follows: 1. Assist in identification, contacting, and qualifying of potential bidders and encourage their participation in the Project. 2. Coordinate the development of the bidding procedures and the construction Contract Documents with the District. 3. The development of the bidding procedures and the construction Contract Documents shall be the joint responsibility of the District, Construction Manager, General Contractor, and Architect. Nevertheless, Architect will use all due care and diligence to confirm that its plans and specifications and all other information provided by or on behalf of the District to potential bidders discloses and publishes any potentially relevant information that could, in any way, have an impact on a contractor's cost of performance. 4. While the Project is being advertised for bids, all questions concerning intent shall be referred to the District for screening and subsequent processing through Architect. 5. In the event that items requiring interpretation of the drawings or specifications are discovered during the bidding period, those items shall be analyzed by the Architect for decision by the District and Construction Manager as to the proper procedure required. Corrective action will be in the form of an addendum prepared by the Architect and issued by the District. 6. Attend bid opening. 7. Coordinate with Consultants. 8. Respond to District and potential bidder questions and clarifications. 9. Deliverables and Number of Copies Architect shall provide to the District a hard copy of the following items produced in this phase, together with one copy of each item in electronic format: a. Two copies of meeting report/minutes from kick-off meeting; b. Two copies of meeting report/minutes from pre-bid site walk; and c. Upon completion of the Bidding Phase, Architect shall produce a Conforming Set of plans and specifications incorporating all addenda issued thus far. Architect shall supply District with two (2) complete, reproducible sets of plans and specifications marked as a Conforming Set. EXHIBIT A Page A - 28 BIDDING PHASE
30 H. CONSTRUCTION ADMINISTRATION PHASE Upon District s acceptance of Architect s work in the previous Phase and assuming District has not delayed or terminated the Agreement, Architect shall perform Construction Administration Phase services for the District as follows: 1. Architect s responsibility to provide basic services for the Construction Phase under the Agreement commences with the award of the contract for construction and terminates upon satisfactory performance and completion of all tasks in this phase and commencement of the Closeout Phase or upon the District s terminating the Agreement, whichever is earlier. 2. Construction Oversight Process (if Project is subject to DSA jurisdiction) a. Architect shall ensure that the Project Inspector is approved by the DSA for the Project by submitting Inspector s Qualification Record (form DSA 5 or more current version) to and by obtaining approval from the DSA prior to commencement of construction and prior to requesting issuance of project inspections cards (form DSA 152 or more current version). b. Architect shall request issuance of the proper number of project inspection cards (forms DSA 152 or more current version) by electronically submitting form DSA 102-IC (or more current version) to the DSA after the construction contract has been awarded. Architect shall provide project inspection cards to the Project Inspector prior to commencement of construction. c. Prior to commencement of construction, Architect shall provide (1) a copy of the DSA approved construction documents and (2) the DSA approved Statement of Structural Tests and Special Inspections (form DSA 103 or more current version) prepared by Architect to the Project Inspector and Laboratory of Record. d. Architect shall prepare and submit a Contract Information form (form DSA 102 or more current) for all construction contracts. e. Architect shall maintain such personal contact with the Project as is necessary to assure themselves of compliance, in every material respect, with the DSAapproved construction documents. Personal contact shall include visits to the project site by the Architect or engineer or their qualified representative to observe construction. f. Architect shall notify DSA as to the disposition of materials noted on laboratory testing, and/or special inspection, reports as not conforming to the DSAapproved construction documents. g. Architect shall respond to DSA field trip notes as necessary. h. Architect shall submit an interim Verified Report (form DSA 6-AE or more current form) to the DSA electronically and a copy to the Project Inspector for each of the applicable nine sections of form DSA 152 prior to the Project Inspector signing off that section of the project inspection card. i. Architect shall submit Verified Reports (form DSA 6-AE or more current form) to the DSA and to the Project Inspector if any of the following events occur: (1) EXHIBIT A Page A - 29 CONSTRUCTION ADMINISTRATION PHASE
31 when construction is sufficiently complete in accordance with the DSA-approved construction documents so that the District can occupy or utilize the Project, (2) work on the Project is suspended for a period of more than one month, (3) the services of the Architect are terminated for any reason prior to completion of the Project, or (4) DSA requests a Verified Report. 3. Change Orders a. Architect shall review all of contractor s change order requests to determine if those requests are valid and appropriate. Architect shall provide a recommendation to District as to whether the change should be approved, partially approved, returned to the contractor for clarification, or rejected. b. Architect shall furnish all necessary Construction Change Documents and additional drawings for supplementing, clarifying, and/or correcting purposes and for change orders. The District shall request these construction change documents and drawings from the Architect and shall be at no additional cost unless designated as Extra Services by the District. The original tracing(s) and/or drawings and contract wording for change orders shall be submitted to the District for duplication and distribution. 4. Submittals a. Architect shall review and approve or take other appropriate action upon contractor's submittals such as: shop drawings, Project data, samples and Construction Change Documents, but only for the purpose of checking for conformance with information given and the design concept expressed in the Contract Documents. b. Architect shall review contractor s schedule of submittals and advise the District on whether that schedule is complete. Architect shall provide the District with proposed revisions to this schedule and advise the District on whether the District should approve this schedule. c. Architect s action upon contractor s submittals shall be taken as expeditiously as possible so as to cause no unreasonable delay in the construction of the Project or in the work of separate contractors, while allowing sufficient time in the Architect s professional judgment to permit adequate review. In no case shall the review period associated with a single, particular submittal exceed twenty-one (21) calendar days from its receipt by the Architect. Architect s response to each submittal shall be a substantive and acceptable response. This 21-day time period shall not include time when a submittal is within the District s control or if the submittal is being reviewed by DSA. In no way does this provision reduce Architect s liability if it fails to prepare acceptable documents. 5. RFIs. During the course of construction as part of the basic services, Architect must respond to all Requests for Information ( RFI ) as expeditiously as possible so as not to impact and delay the construction progress. In no case shall the review period associated with an RFI exceed seven (7) calendar days from receipt by the Architect. Architect s response to each RFI shall be a substantive and acceptable response. This seven-day time period shall not include time when a submittal is within the District s control or if the submittal is being reviewed by DSA. In no way does this EXHIBIT A Page A - 30 CONSTRUCTION ADMINISTRATION PHASE
32 provision reduce the Architect s liability if it fails to prepare acceptable documents. Architect must verify that RFIs are passed through the Project Inspector, if any. 6. Notices of Deficient Work. On the basis of on-site observations, Architect shall keep the District informed of the progress and the quality of the work, and shall endeavor to guard the District against defects and deficiencies in the work. Architect shall notify the District in writing of any defects or deficiencies in the work by any of the District s contractors that Architect may observe. However, Architect shall not be a guarantor of the contractor's performance. 7. As-Built Drawings. Architect shall review and evaluate for District the contractor(s) documentation of the actual construction performed during the Project that the contractor(s) should prepare and submit as As-Builts. As-Builts are documents that show the actual construction performed during the Project, including changes necessitated by Construction Change Documents and change orders, and detailed by the District s construction contractor(s) on a Conforming Set. 8. Record Drawings. Architect shall incorporate all information on all As-Builts, sketches, details, and clarifications, and prepare one set of final Record Drawings for the District. The Record Drawings shall incorporate onto one set of drawings, all changes from all As-Builts, sketches, details, and clarifications, including, without limitation, all requests for information, Construction Change Documents and change orders based upon the construction contractor s representations of actual construction. Architect shall deliver the Record Drawings to the District at completion of the construction in a format acceptable to the District, and it shall be a condition precedent to the District s approval of Architect s final payment. Architect may insert the following notice on the Record Drawings: These drawings [or corrected specifications] have been prepared based on information submitted, in part, by others. Architect has provided a review consistent with its legal standard of care. 9. O&M Manuals / Warranties. Architect shall review equipment, operation and maintenance manuals, and a complete set of warranty documents for all equipment and installed systems, to ensure that they meet the requirements of the plans and specifications. 10. Start-up. Architect shall also provide, at the District s request, architectural/engineering advice to the District on start-up, break-in, and debugging of facility systems and equipment, and on apparent deficiencies in construction following the acceptance of the contractor's work. 11. Payment Statements. Recommendations of Payment by Architect constitute Architect s representation to the District that work has progressed to the point indicated to the best of Architect s knowledge, information, and belief, and that the quality of the work is in general conformance with the Contract Documents. EXHIBIT A Page A - 31 CONSTRUCTION ADMINISTRATION PHASE
33 12. Deliverables and Number of Copies Architect shall provide to the District a hard copy of the following items produced in this phase, together with one copy of each item in electronic format: a. Two copies of meeting report/minutes from kick-off meeting; b. Two copies of observation reports; and c. Two copies of weekly meeting reports. 13. Meetings During this Phase, Architect shall attend, take part in, and, when indicated, conduct meetings, site visits, and workshops as required to complete Construction Administration Phase. [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK] EXHIBIT A Page A - 32 CONSTRUCTION ADMINISTRATION PHASE
34 I. CLOSE OUT PHASE 1. As the Construction Administration Phase progresses, Architect shall perform the following Close Out Phase services for the District as required in a timely manner: a. Architect shall review the Project and observe the construction as required to determine when the contractor has completed the construction of the Project and shall prepare punch lists of items that remain in need of correction or completion. b. Architect shall collect from the contractor, review, and forward to the District all written warranties, operation manuals, spare parts, lien waivers, and Certificates of Inspection and Occupancy with Architect s recommendation as to the adequacy of these items. c. Architect shall prepare or collect, as applicable, and provide to DSA, all reports required by DSA related to the design and construction of the Project. d. Architect shall respond to the DSA 90-day letter. e. Architect shall obtain all required DSA approval of all Construction Change Documents and addenda to the contractor s contract. f. Architect shall prepare a set of Record Drawings for the Project, as required by the District. g. Architect shall review and prepare a package of all warranty and M&O documentation. h. Architect shall organize electronic files, plans and prepare a Project binder. i. Architect shall have primary responsibility to coordinate all Services required to close-out the design and construction of the Project with the District and among Consultants. 2. When the design and construction of the Project is complete, the District shall prepare and record with the County Recorder a Notice of Completion for the Project. 3. Deliverables and Number of Copies a. Two copies of punch lists for each site; and b. Upon completion of the Project, all related Project documents, including As-Builts and Record Drawings. These are the sole property of the District. 4. Meetings During this Phase, Architect shall attend, take part in, and, when indicated, conduct meetings, site visits, and workshops as required to complete Close Out Phase. EXHIBIT A Page A - 33 CLOSE-OUT PHASE
35 J. MEETINGS / SITE VISITS / WORKSHOPS 1. Architect shall attend, take part in, and, when indicated, conduct meetings, site visits, and workshops as indicated below. Architect shall chair, conduct and take minutes of all coordination meetings with its Consultant(s) during the entire design phase. Architect shall invite the District and/or its representative to participate in these meetings. Architect shall keep a separate log to document design/coordination comments generated in these meetings. 2. General Meeting, Site Visit, and Workshop Requirements a. Architect shall always be prepared to answer questions and issues from District staff, site staff, potential bidders, and/or contractors, as applicable. b. Architect shall maintain a log of all meetings, site visits or site observations held in conjunction with the design and construction of the Project, with documentation of major discussion points, observations, decisions, questions or comments. These shall be furnished to the District and/or its representative for inclusion in the overall Project documentation. c. As required, Architect shall provide at no additional cost to the District copies of all documents or other information needed for each meeting, site visit, and workshop. d. Each meeting may last up to a full day (eight (8) hours) and shall be held at the District office or at the Project site, unless otherwise indicated. 3. Meetings During Project Initiation Phase a. Within the first week following execution of the Agreement, Architect shall participate in one Project kick-off meeting for to determine the Project intent, scope, budget and timetable, which shall encompass the following: (i) (ii) Architect, its appropriate consultant(s), and District staff, shall attend the meeting. The Project kick-off meeting will introduce key team members from the District and the Architect to each other, defining roles and responsibilities relative to the Project. (iii) During this meeting, Architect shall: (A) (B) (C) Identify and review pertinent information and/or documentation necessary from the District for the completion of the Project. Review and explain the overall Project goals, general approach, tasks, work plan and procedures and deliverable products of the Project. Review and explain the scope of work and Project work plan for all parties present; determine any adjustments or fine tuning that needs to be made to the work plan. EXHIBIT A Page A - 34 MEETINGS / SITE VISITS / WORKSHOPS
36 4. Initial Site Visits (D) Review documentation of the Project kick-off meeting prepared by the District s representative and comment prior to distribution. a. Architect shall visit the Project site to complete a visual inventory and documentation of the existing conditions. 5. Meetings During Architectural Program a. Architect shall participate in one public community information site meeting to receive input from the community regarding its wishes and expectations regarding the design of Architect s work on the Project and the schedule of use of the site during construction. b. Architect shall conduct one site visit/meeting with the District s facilities team to gather information from District facilities team and site personnel and to make a visual presentation regarding the Project. c. Electrical, civil, mechanical, structural, landscaping, and estimating consultant(s) shall participate in these meetings as appropriate and shall provide input and feedback into the development of the Opinion of Probable Construction Cost. 6. Meetings During Schematic Design Phase a. Within the first two weeks following the start of the Schematic Design Phase, Architect shall conduct one design workshop with the District s facilities team and site personnel to complete a basic design framework with computer-aided design equipment (CADD). The District may, at its discretion, allow Architect to proceed with this meeting without using CADD. This workshop shall be ongoing and may include several meetings and shall not be concluded until each attendee has indicated his or her acceptance with the Architect s preliminary design. This workshop shall include the following: (i) (ii) Architect shall designate its team member duties and responsibilities. Architect and District shall review District goals and expectations. (iii) District shall provide input and requirements. (iv) Architect and District shall review Project scope and budget, including the Opinion of Probable Construction Cost and the Construction Budget. (v) Prepare and/or revise the scope of work list and general workplan from the Pre-Design Phase, for documentation in a computer-generated Project schedule. (vi) Establish methods to facilitate the communication and coordination efforts for the Project. EXHIBIT A Page A - 35 MEETINGS / SITE VISITS / WORKSHOPS
37 7. Meetings During Design Development Phase a. At the time designated for completion of the Design Development package, Architect shall conduct one meeting, per package or submittal, with the District, Construction Manager, General Contractor, and other District Departments to review the following: (i) Present the Design Development package for review and comment to proceed with preparation of final plans and specification. (ii) Architect, District, Construction Manager, and General Contractor, shall review Project scope and budget, including the Opinion of Probable Construction Cost and the Construction Budget. b. Value Engineering Workshop (i) Architect shall conduct value engineering workshop(s), as requested by the District, Construction Manager, General Contractor, including all of Architect s consultant(s), the District, and the Construction Manager during the Design Development Phase. This workshop shall be ongoing and may include several meetings. 8. Meetings During Construction Documents Phase a. Prior to beginning work on the fifty percent (50%) design package, Architect shall conduct one meeting, per package or submittal, with the District, Construction Manager, and General Contractor, and other District representatives and/or agencies as requested, to revise the Design Development package and receive comments. b. At the time designated for completion of the fifty percent (50%) submittal package, Architect shall conduct one meeting, per package or submittal, with the District, Construction Manager, General Contractor, and others District representatives as requested to review the following: (i) Present the fifty percent (50%) submittal package for review and comment to proceed with preparation of final plans and specifications. (ii) Architect and District shall provide further review of Project scope and budget, including the Opinion of Probable Construction Cost and the Construction Budget. c. At the time designated for completion of the one hundred percent (100%) Construction Document package, Architect shall conduct one meeting, per package or submittal, with the District, Construction Manager, General Contractor, and other District representatives as requested to review the following: EXHIBIT A Page A - 36 MEETINGS / SITE VISITS / WORKSHOPS
38 (i) Present the hundred percent (100%) Construction Document package for review and comment to proceed with preparation of final plans and specifications. (ii) Architect and District shall provide further review of Project scope and budget, including the Opinion of Probable Construction Cost and the Construction Budget. 9. Meetings During Bidding Phase a. Attend and take part in one meeting, per package or submittal, with all potential bidders, District staff, Construction Manager, and General Contractor. b. Conduct one kick-off meeting with Construction Manager, the General Contractor, Key Subcontractors, and other District representatives as requested, to finalize the roles and responsibilities of each party and provide protocols and processes to follow during construction. 10. Meetings During Construction Administration Phase a. Architect shall visit the Project site as necessary or when requested, and in no case less than once per week, sufficient to determine that the Project is being constructed in accordance with the plans and specifications, and to resolve discrepancies in the Contract Documents and to monitor the progress of the construction of the Project. b. Attend bi-weekly Project meetings with District, Construction Manager, and General Contractor, and other District representatives as requested to review with District staff the progress of the work. Architect agrees to attend bi-weekly Project meetings, at no additional cost to the District, until the work of the Project is complete. c. Architect shall ensure that Consultant(s) visit the site in conformance with their agreement(s) and that Consultant agreements shall reference District requirements for Construction Phase services. 11. Citizens Bond Oversight Committee Meetings Architect acknowledges that the design and construction of the Project is subject to oversight by the District s citizen bond oversight committee. Architect shall, at the District s direction, attend District citizen bond oversight committee meeting(s) and present the Architect s design to the District s citizen bond oversight committee for review. 12. Governing Board Meetings Architect acknowledges that the District s governing board must approve all designs. Architect shall, at the District s direction, attend District governing board meeting(s) and present the Architect s design to the District s governing board for review and approval. [REMAINDER OF PAGE LEFT INTENTIONALLY BLANK EXHIBIT A Page A - 37 MEETINGS / SITE VISITS / WORKSHOPS
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