Attachment to Standard Form of Agreement Between Owner and Architect AIA Document B (Date)

Transcription

1 Attachment to Standard Form of Agreement Between Owner and Architect AIA Document B () Appropriation Year(s): Cost Center: Object Codes: Fee: Reimbursement: Amounts Fee: $ Reimbursables: $ Vendor Number: P.O. Numbers: Fee: Reimbursables: BETWEEN the Architect s client identified as the Owner: The State of Minnesota, acting through its Board of Trustees of the Minnesota State Colleges and Universities, on behalf of (Insert name of college or university, but not a particular campus) hereinafter referred to as the Owner, and the Architect: NAME OF FIRM Street Address City, State Zip Code hereinafter referred to as the Architect, and (applicable to corporations and partnerships only) the Architect represents and warrants that it is duly authorized as a (Insert corporation or partnership ) to practice (Insert architecture, engineering, or architecture and engineering ) in the State of Minnesota, and that during the term of this Agreement it will comply with the provisions of Minnesota Statutes and all other laws of the State of Minnesota. Data Disclosure Information (Exhibit A) is required by Minnesota Statute 270C.65. The Architect is to provide either a social security number, federal employer tax identification number, or Minnesota tax identification number when completing the form. This form must be kept separate from the contract to protect the Architect s private information from being distributed when copies of the contract are circulated. The completed form (without a cover letter) must be sent to Minnesota New Hire Reporting Center, P.O. Box 64212, St. Paul, MN For the following Project: Official Name of Project (Capital Budget Request) College/University Name, Location City, State Zip Code hereinafter referred to as the Project. Rev. 4/28/11 Page 1 of 8

2 1.1.1 The Owner s Program is: (Reference the Predesign Report and if needed, identify other program documentation.) The physical parameters are: (Reference the Predesign Report and describe size, location, dimensions, or other pertinent site information.) The financial parameters are as follows:.1 Amount(s) appropriated by the legislature for the Project is (are): (Identify the appropriation citation(s) and amount(s) as follows: Funds amounting to X..X and No/100 Dollars ($X..X.00) have been appropriated pursuant to Minnesota Laws XXXX, Chapter XX, Section XX, Subdivision XX to [select the appropriate verb(s)] design/construct/furnish/equip the Project. Also identify appropriation citation(s) and amount(s) authorizing contributions from non-state sources.) Funds amounting to X Million and No/100 Dollars ($X,000,000.00) have been appropriated pursuant to Minnesota Laws of.2 Amount of the Owner s budgeted Cost of Work of the Project, hereinafter referred to as the Construction Cost is: (State the budgeted Construction Cost.) X Million No/100 Dollars ($X,000,000.00) The time parameters are: (State the calendar days for SD, DD, and CD phases as shown in the example. Identify, if needed, additional milestone dates, durations or scheduling requirements.) The Architect shall deliver to the Owner for review as follows: Schematic Design shall be delivered for review no later than _XX calendar days following the Notice to Proceed; and Design Development shall be delivered for review no later than _XX_ calendar days following authorization to proceed with Design Development; and Construction Documents shall be delivered for review no later than _XX_ calendar days following authorization to proceed with Construction Documents. Commencement of construction start: (provide planned construction start date) Substantial completion date: (provide planned construction substantial completion date) The Owner s requirements for accelerated or fast-track scheduling, multiple bid packages or phase construction are: (If applicable, state the Owner s preliminary plans for multiple phases and/or multiple bid packages that may be planned in order to facilitate an accelerated schedule) Rev. 4/28/11 Page 2 of 8

3 The Owner s Designated Representative is: (State here the name and title of the individual from the college or university delegated the project management responsibility to act on the Owner s behalf with respect to the Project.) Other Owner Project Contacts include: The Owners s Representative is: (State the name, address and contact information of the owner s consultant that has been hired as Owner s Representative for the project) The Owner s other consultants and contactors are: (State the name, address and contact information of the owner s Construction Manager and any other direct hired owner consultants and contractors) The Owner s consultants may include, but are not limited to the following: Asbestos Abatement Design Consultant Waterproofing Consultant Masonry Flashings Consultant Exterior Windows Consultant Mechanical Systems Commissioning Consultant Owner s Representative The Architect s Designated Representative is: (State here the name and title of the individual authorized to act on the Architect s behalf with respect to the Project.) The Architect s primary sub-consultants shall include the following: A roof design consultant, (Insert Name of Firm) will be assigned to and become an integral part of the Architect s design team. The Architect shall include and coordinate with the roof design consultant in all applicable aspects of the Project design and in all design phases, starting with the Schematic Design Phase. The Architect s fee shall include the fees and reimbursables of the roof design consultant through the Bidding Phase Other important Owner provided project information: (Reference here the date and name of the Request for Proposal Document that was used to solicit a proposal for the architect or other initial information which the agreement may be based on. Identify pertinent legal information, including, if appropriate, land surveys and legal descriptions and restrictions of the site.) 2.5 Insurance Requirements The architect s certificate of insurance (Exhibit C; Accord Form) is attached. Rev. 4/28/11 Page 3 of 8

4 3.1 Scope of Architect s Basic Services The Architect shall provide full architectural services, cost estimating, project scheduling, and engineering services including civil, structural, mechanical, fire protection, electrical, telecommunications infrastructure and raceways design, engineering, creation of AutoCAD plans and related drawings, specifications and construction administration services for the renovated and new building areas for use in the Project. The Architect s services shall also include, but not be limited to the necessary onsite field investigations and confirmation of existing conditions and the necessary evaluations of the existing building architectural, civil, structural, mechanical, electrical, and telecommunications systems to determine capabilities and capacities to support the Project. The Architect shall provide architectural, interior design, and engineering services for the inventory and confirmation of existing building materials and conditions and an inventory of all existing Furniture, Fixtures and Equipment (FF&E). The Architect s services shall also include the planning, layout, design, drawings, specifications and coordination of mechanical and electrical requirements with the building design, construction administration, and installation coordination of all interior materials and finishes, including new FF&E and built-in casework Pre-Installation conferences are required for the following specific parts: (Delete by strikeout(s) those Pre-Installation conferences NOT required; add other Preinstallation conferences to be required.) a) Concrete formwork, placing, and shoring b) Waterproofing c) Mortar/Masonry and through-wall flashing d) Roofing Systems e) Aluminum Entrance/Window installations and testing f) Sealants g) Other conferences as specified and/or required On-site inspection and construction progress meeting intervals: (State here the minimum interval required for on-site inspections and construction progress meetings; Example: One on-site inspection each week and one construction progress meeting each week.) Both on-site inspection and construction progress meetings shall occur regularly throughout the construction periods at least once every X weeks One complete set of record drawings in electronic medium or form: (State here the specific electronic medium or form required: Example: AutoCAD, current release, on computer disks with a files index.).3 All record drawings shall be prepared using AutoCAD software, version as agreed to with the Owner, on computer disk(s) with a files index. 4.1 Additional Services Rev. 4/28/11 Page 4 of 8

5 (State the additional services the architect will provide that are required in addition to the basic services stated in section 3.1) 11.1 The Architect s fee for all Basic Services listed in Article 3 is: X Thousand and No/100 Dollars ($XX,000.00). (State above the Architect s fee for Basic Services) 11.2 The Architect s fee for Additional Services is: X Thousand and No/100 Dollars ($XX,000.00). (State above the Architect s fee for Additional Services, and list below the specific services from Article 4 that are required) 11.3 Compensation for Additional Services will be in accordance with prior written authorization of services, as provided by the Owner The Architect s net total fee for all services of this Agreement, including the additional services listed in Article 4.1 is: X Thousand and No/100 Dollars ($XX,000.00). (State above the Architect s total fee and state below the Architect s fee for each Project phase, and for additional services, if any.) a) Schematic Design Phase $ (15%) b) Design Development Phase (25%) c) Construction Documents Phase (30%) d) Bidding Phase ( 5%) e) Construction Phase (20%) f) Project Closeout ( 5%) Total Fees Subtotal Amount = $ Net Total Fees Amount Encumbered in this Agreement =$ Partial payments for a), b), c), d), e) and f) above may be made monthly with the amount of the payment prorated over the anticipated time required to complete a particular phase. In no case shall the total of the partial payments for a particular phase exceed the fee for that phase as shown above The hourly billing rates for Architect and Architect s Consultants are as Follows: (List the hourly rates of the Architect and consultants as applicable) Compensation for Reimbursable Expenses shall be as:.1 Travel and subsistence expenses actually and necessarily incurred by the Architect and their primary sub-consultants in performance of this contract shall be included in the Architect s fee for basic services..2 Reimbursement when the Architect does their own printing: PLANS Large format copy prints at $0.16 per square foot 30 x 42 sheet=$ x 36 sheet=$0.96 Rev. 4/28/11 Page 5 of 8

6 SPECIFICATIONS At $0.07 per sheet (each face). Specifications shall be duplicated utilizing both sides of each sheet. Total reimbursement shall not exceed the following: All Other Costs Reimbursables shall not exceed a total amount of $ X, Total Reimbursables = $ X, Total Reimbursables Encumbered in this Agreement shall not exceed a total amount of X Thousand and No/100 Dollars ($X,000.00). Rev. 4/28/11 Page 6 of 8

7 (This page is not required if the contract is initiated in Unifier) 13.2 Signatures: (Sign at the appropriate signature line below) In witness whereof, the Owner has caused this Agreement to be duly executed on its behalf and the Architect has caused the same to be duly executed on its behalf. The location of final execution of this Agreement is in Ramsey County of the State of Minnesota. 1. ARCHITECT: ARCHITECT certifies that the appropriate person(s) have executed the contract on behalf of ARCHITECT as required by applicable articles, by-laws, resolutions, or ordinances. 2. VERIFIED AS TO ENCUMBRANCE [INSERT NAME OF COLLEGE/UNIVERSITY]: Employee certifies that funds have been encumbered as required by Minnesota Statute 16A MINNESOTA STATE COLLEGES AND UNIVERSITIES [INSERT NAME OF COLLEGE/UNIVERSITY]: 4. MINNESOTA STATE COLLEGES AND UNIVERSITIES OFFICE OF THE CHANCELLOR: (As required) 5. AS TO FORM AND EXECUTION [INSERT NAME OF COLLEGE/UNIVERSITY]: Rev. 4/28/11 Page 7 of 8

8 EXHIBIT A F.Y. Cost Center Obj. Code Amount Vendor # P.O. # [IN- SERT] [INSERT] [INSERT] [INSERT] Department Contact Name: [INSERT] Contact Name Telephone Number: [INSERT] Cost Center Authorization Name Printed: [INSERT] Cost Center Authorization Name Signature: [INSTRUCTIONS FOR COMPLETING THIS FORM ARE IN ITALICS AND BRACKETS. FILL IN EVERY BLANK AND DELETE ALL INSTRUCTIONS INCLUDING THE BRACKETS.] STATE OF MINNESOTA MINNESOTA STATE COLLEGES AND UNIVERSITIES DATA DISCLOSURE INFORMATION NOTICE TO VENDORS AND CONTRACTORS: You are required by Minnesota Statute 270C.65 to provide a social security number, a federal taxpayer identification number or a Minnesota tax identification number. This information may be used in the enforcement of federal and state tax laws. Supplying these numbers could result in action to require you to file state tax returns and pay delinquent state tax liabilities. This contract will not be approved unless these numbers are provided. These numbers will be available to federal and state tax authorities and state personnel involved in approving the contract and the payment of state obligations. Name and Address: [INSERT FULL LEGAL NAME AND FULL LEGAL ADDRESS OF CONTRACTOR/VENDOR/CONSULTANT] Social Security Number or Federal Taxpayer ID Number or Minnesota Tax ID Number: [INSERT ONE OF THE REQUIRED NUMBERS] Current state employees are ineligible to enter into a contract for services with the state. Are you a current state employee? Yes / No Past employees who have received a separation incentive under Board Policy 4.11 are ineligible to enter into a contract for services for one year following separation. Have you ever been a state employee? Yes / No If yes, (1) what was your separation date? [INSERT DATE] (2) Did you receive a separation incentive? Yes / No Contractor: please initial For any person hired as an independent contractor, Minnesota Statute requires the following information be submitted to the Department of Human Services except for those persons whose contract is for less than two months with gross earnings of less than $250 per month. This information may be used in the enforcement of state and federal child support laws and will be provided to the Minnesota New Hire Reporting Center, P.O. Box 64212, St. Paul, MN This contract will not be approved unless this information is provided. Social Security Number: [INSERT SOCIAL SECURITY NUMBER IF NOT PROVIDED ABOVE] of Birth (mm/dd/yyyy): [INSERT BIRTHDATE IF CONTRACT IS IN THE NAME OF AN INDIVIDUAL PERSON] THIS PAGE CONTAINS PRIVATE INFORMATION AND, EXCEPT AS DEFINED ABOVE, SHALL NOT BE REPRODUCED OR DISTRIBUTED WITHOUT EXPRESS WRITTEN PERMISSION OF THE VENDOR OR CONTRACTOR. ONLY INDIVIDUALS THAT REQUIRE THE ABOVE INFORMATION AND INDIVIDUALS SIGNING THIS CONTRACT SHALL HAVE ACCESS TO THIS DATA. Data Disclosure Information Form Rev. 9/2/10 Page 8 of 8 BUSINESS OFFICE USE (AS APPLICABLE): The date of this contact is [INSERT DATE]. I have reviewed the contract and separation dates and determined this former employee is eligible to enter into this contract. because the early separation incentive was received more than one year ago. [BUSINESS OFFICER SIGNATURE]