1-2026.06.03.RFQ.AE Services MM MF (26-015) (Final).pdf

Request for Qualifications

Architectural & Engineering Services

Mansell Manor Multi-Family Apartments

(Phase #2)

RFQ #26-015

Issued by:

Housing Assistance Management Enterprise (HAME)

An Instrumentality of the Housing Authority of Salt Lake City (HASLC)

Publication Date:

June 3, 2026

Housing Authority of Salt Lake City | www.haslcutah.org 1776 S. West Temple, Salt Lake City, Utah 84115

Paul Edwards | Acting Procurement and Contracts Manager | pedwards@haslcutah.org http://www.haslcutah.org/ mailto:pedwards@haslcutah.org

Housing Assistance Management Enterprise RFQ #26-015 | AE – MM Multi-Family (MM Phase 2) Procurement and Contracts Page 2 of 17

1. TABLE OF CONTENTS

1. TABLE OF CONTENTS

2. TIMELINE

3. PURPOSE

4. BACKGROUND

5. SCOPE OF SERVICE

6. QUALIFICATIONS

7. SUBMISSION REQUIREMENTS

8. RESPONSE EVALUATION CRITERIA AND SCORING

9. EVALUATION PROCESS

10. PROPRIETARY INFORMATION

11. ANTI-HARASSMENT/DISCRIMINATION

12. SECTION 3 BUSINESS CONCERN

13. DISPUTES

14. INSURANCE REQUIREMENTS

15. RESPONSIBILITIES OF RESPONDENTS

16. QUESTIONS CONCERNING RFQ AND SUBMITTING A RESPONSE

Exhibit A – VENDOR/RESPONDENT INFORMATION Exhibit B - CERTIFICATION REGARDING DEBARMENT OR SUSPENSION Exhibit C - NON-COLLUSION AFFIDAVIT OF RESPONDENT Exhibit D – HUD FORM 5369-B INSTRUCTIONS TO OFFERORS NON-CONSTRUCTION Exhibit E – HUD FORM 5369-C CERTIFICATIONS AND REPRESENTATIONS OF OFFERORS (NON-

CONSTRUCTION CONTRACT)

Exhibit F – HUD FORM 51915 MODEL FORM OF AGREEMENT BETWEEN OWNER AND DESIGN

PROFESSIONAL

Exhibit G – CONCEPTUAL MASSING OF MULTI-FAMILY APARTMENTS

2. TIMELINE

Publication Date June 3, 2026

Questions Due June 12, 2026, 5:00 pm MDT

Question Responses June 18, 2026, 5:00 pm MDT

Issue Addenda (if necessary) June 22, 2026, 5:00 pm MDT

Response Submission Due Date June 30, 2026, by 5:00 pm MDT

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3. PURPOSE

Housing Assistance Management Enterprise (“HAME”) invites qualified architectural and engineering firms to submit a Statement of Qualifications (“SOQ” or “Response”) to provide comprehensive design, planning, engineering, and consulting services for the Mansell Manor multifamily apartment project, Phase 2 of HAME’s broader Mansell Manor redevelopment.

Based on a preliminary massing study, the project is currently envisioned to include approximately one hundred fifty (150) to two hundred fifty (250) multifamily housing units, with surface parking located below a podium structure and the building arranged generally along the length of the property. The final unit count, design approach, parking configuration, and site layout will be refined through the design and entitlement process.

The selected firm will also assist HAME in planning for the project’s relationship to, and integration with, a separate homeownership project (Phase 1) planned immediately east of the Mansell Manor multifamily apartment site. HAME intends for the selected firm to help evaluate site planning, circulation, access, utility coordination, design compatibility, and other planning considerations necessary to support a cohesive overall development.

4. BACKGROUND

HAME, together with its parent organization, the Housing Authority of Salt Lake City (HASLC), is one of Utah’s largest providers of affordable housing. With over 30 years of experience, they own and operate 35+ affordable housing properties in Salt Lake City and have been active in affordable and market-rate multifamily housing and supportive service programs.

This project will be constructed near the site of HASLC’s current administrative offices at 1776 S.

West Temple in Salt Lake City. The administrative offices will be demolished, and the entire site will be redeveloped as part of a broader redevelopment initiative. This project represents the second phase of the larger Mansell Manor Development.

The design and development of these units will be guided by the following key principles:

• Advancing housing options consistent with Salt Lake City goals

• Promoting sustainable development

• Encouraging community and public engagement

• Maximizing the site’s development potential

This project may be funded in whole or in part by the U.S. Department of Housing and Urban Development (HUD) and will be subject to applicable federal procurement requirements.

5. SCOPE OF SERVICE

The firm selected for this project will provide a range of architectural/engineering services, as outlined in industry standard A/E contracts, including but not limited to:

a. Feasibility Studies and Site Assessments:

Conduct comprehensive feasibility studies for the project, analyzing factors such as site conditions, zoning regulations, and project viability.

Provide recommendations on project feasibility, potential challenges, and opportunities.

b. Conceptual Design and Schematic Drawings:

Develop conceptual designs and schematic drawings for proposed projects.

Collaborate with HAME to ensure designs align with the organization’s goals and objectives.

Prepare preliminary site plans, floor plans, elevations, and renderings.

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c. Design Development and Construction Documents:

Progress the approved schematic designs into detailed design development and construction documents.

Prepare comprehensive architectural drawings, specifications, and other necessary documentation for bidding and construction.

Ensure that all designs comply with local building codes, accessibility standards, and sustainability guidelines.

d. Cost Estimation and Budgeting:

Collaborate with cost estimators to provide accurate budget estimates for construction, materials, and architectural services.

Continuously update and refine cost estimates as the design progresses.

Assist HAME in maintaining budget adherence throughout the project.

e. Permitting and Regulatory Compliance:

Facilitate the permitting process by preparing and submitting applications to relevant regulatory authorities.

Coordinate with agencies to secure all necessary approvals and permits.

Ensure compliance with local, state, and federal building codes and regulations.

f. Bidding and Proposer Selection Support:

Assist HAME in the preparation of bid documents, including bid packages, instructions to bidders, and contract documents.

Provide guidance in the selection of contractors, including review of bids and qualifications.

Collaborate with the selected proposer during the pre-construction phase.

g. Construction Administration and Quality Control:

Conduct regular site visits and inspections to ensure that construction is proceeding according to plans and specifications.

Review and respond to Requests for Information (RFIs) and change orders.

Verify that construction work meets quality and safety standards.

h. Post-Construction Evaluation and Documentation:

Assist in the evaluation of completed projects to ensure they meet design and performance expectations.

Prepare post-construction documentation, including as-built drawings and project closeout reports.

Address any warranty or maintenance issues that may arise after project completion.

The selected firm should be prepared to address residential, community-serving, parking, circulation, open-space, and related site-planning components necessary to support a cohesive multifamily development.

6. QUALIFICATIONS

Interested firms should possess the following qualifications:

a. Professional experience with urban infill; multi-family housing; mixed-use; community driven;

innovative technology utilization; and mixed-income projects

b. Knowledge and expertise within its team

c. Experience on similar projects

d. Demonstrable team capability to meet stated goals (housing options to reflect stated city needs, community engagement/public interface, maximizing development potential, sustainable development, equity and inclusion, public art and access, and sensitivity to history and neighborhood context).

e. Capacity to perform projects in a timely and cost-efficient manner.

f. Excellent references.

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7. SUBMISSION REQUIREMENTS

a. Cover Letter: A brief introduction to the firm and a statement of its interest in providing architectural/engineering qualifications to HAME.

b. Qualifications: A summary of the firm's and proposed major consultants’ qualifications, including relevant experience and expertise in the project types and attributes needed, as indicated above.

c. Project Experience: A list of past projects similar in nature and scope to those anticipated under this RFQ (multi-family housing, community planning, urban center activation, retail/commercial, etc.), including project descriptions, budgets, and client references.

d. Approach and Methodology: An outline of the firm's approach to delivering the services, including an overview of its project management process, quality control measures, and any innovative design approaches it may employ.

e. Team Composition: A description of the key team members who will be involved in delivering architectural services, including their qualifications and roles.

f. Pricing: A fee schedule that outlines the firm’s and its major consultants’ rates for architectural services, including any standard hourly rates, overhead costs, and reimbursable expenses – and a preliminary not-to-exceed range of total fees estimate (non-binding).

g. Insurance: Confirmation of the firm's insurance coverage, including professional liability insurance and workers' compensation.

h. References: Contact information for at least three client references who can speak about the firm's performance on similar projects.

8. RESPONSE EVALUATION CRITERIA AND SCORING

A committee will evaluate the responses against the following weighted criteria. Each area of the evaluation criteria must be addressed in the response with a total of one hundred (100) total points possible and an additional two points (2%) per the preferences section below.

a. Completeness of RFQ Response Materials (0-5 points) Forms attached to this RFQ must be completed and included in each Respondent’s response.

Failure to submit mandatory forms may result in the rejection of the response.

b. Team Qualifications and Experience (0-25 points) HAME will assess the overall qualifications and experience of the architectural firm, including the number of years in operation, size, and capacity to manage projects of this scale. Experience is particularly important in multi-family housing, community planning, urban center activation, and retail/commercial components. Evaluation will consider the firm's reputation, past performance, and its ability to meet the specific needs as described. HAME will review the composition of the project team, including key personnel and their qualifications. The qualifications of architects, project managers, engineers, designers, and other team members will be assessed in terms of their expertise and relevant experience.

c. Initial Approach and Methodology (0-20 points) Responses will be evaluated based on the clarity and effectiveness of the firm's approach to delivering the services needed. HAME will consider the proposed methodologies for design, project management, quality control, and problem-solving. HAME will look for innovative and creative approaches that align with the project's goals. Innovative design solutions, sustainable practices, community benefit approaches, and adaptable designs will be given special consideration.

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d. Past Performance and References (0-20 points) HAME will look for a demonstrated record of successfully completed projects relevant to the housing and community development sector. Emphasis may be placed on experience with multi-family market and affordable housing projects, public/private projects, and projects that align with HAME's goals and values and are completed with community and stakeholder input on a timely and cost-effective basis.

e. Preliminary Fee Range (0-30 points) Because the final scope is not yet defined, the qualifications should at least include an understanding of the reasonable fees needed and associated with this type of project. A range will suffice at this stage and, of course, will be negotiable if ultimately selected.

f. Disadvantaged Business Entity Preference (2-percent bonus) In addition to the 100 points available under the scoring criteria above, HAME may award up to a two percent (2%) bonus to a firm that qualifies as a disadvantaged business entity or demonstrates meaningful participation by minority-owned, woman-owned, disadvantaged, or similar certified firms.

9. EVALUATION PROCESS

a. HAME will open qualifications submitted by the deadline, confirm the basic requirements are met, and distribute core packages to evaluation team members.

b. Each evaluator preliminarily scores each criterion. The Procurement and Contracts Manager will score mandatory items.

c. The evaluation team may meet to discuss their preliminary evaluations and attempt to reach a consensus, ensure scoring weights are balanced, and consider members' opinions before each evaluation is formally completed, scored, and recorded.

d. Questions for clarifications from submitters may then be solicited if relatively minor in nature.

e. The firms/teams will then be ranked as “most qualified” based on the sum total of scores for each firm from evaluators.

f. The top-ranked firm (or two firms) will then be invited to further refine the scope and terms. If agreement cannot be reached, the next-ranked firm will be contacted, continuing in order of ranking until an agreement is reached or HAME determines not to make an award.

g. Any protest shall be handled in accordance with the applicable HUD documents and HAME’s adopted Procurement Policy.

10. PROPRIETARY INFORMATION

The response of each firm will become public information. Proprietary information can be protected under limited circumstances, such as client lists and non-public financial statements. Pricing and service elements are not considered proprietary. An entire response may not be marked as proprietary.

Respondents must clearly identify proprietary information they request to be protected in the Executive Summary of their response and in the body of their response.

11. ANTI-HARASSMENT/DISCRIMINATION

HAME does not tolerate any form of harassment of its employees or residents. Harassment is defined as any unwelcome verbal, non-verbal, or physical conduct based on race, color, religion, sex (including pregnancy and gender identity), national origin, age (40 or older), disability (mental or physical), genetic information, sexual orientation, or familial status. If harassment is reported and confirmed, it may be grounds for immediate termination of a contract.

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12. SECTION 3 BUSINESS CONCERN

Section 3 of the Housing and Urban Development Act of 1968, as amended, requires that recipients of HUD funds, to the greatest extent possible, provide job training, employment, and contract opportunities for low or very-low-income residents in connection with projects and activities in their neighborhoods. The selected Respondent is expected to comply with Section 3. 24 CFR Part 75 https://www.hud.gov/section3

13. DISPUTES

In the event of any dispute, protest, question, or difference of opinion regarding this RFQ, the selection process, or the interpretation of any RFQ provision, the dispute process set forth in Exhibit D and HAME’s adopted Procurement Policy shall apply.

14. INSURANCE REQUIREMENTS

Commercial General Liability (Bodily Injury and Property Damage):

$1,000,000 combined single limit bodily and property damage liability per occurrence and $3,000,000 in the aggregate; and

Comprehensive Automobile Liability:

$1,000,000 combined single limit bodily and property damage liability per occurrence and aggregate; and

Professional Liability/Errors and Omissions:

$1,000,000 per claim and $5,000,000 in the aggregate to cover Respondent’s negligent acts, errors, and omissions in its performance of professional services; and

Workers’ Compensation:

statutory limits.

Umbrella:

Respondent may use umbrella or excess liability insurance to achieve required coverage for comprehensive general liability and automobile liability, provided that such umbrella or excess insurance results in the same type of coverage as required for the individual policies.

Additional Insured: HAME shall be named as an additional insured where commercially available and appropriate, except with respect to workers’ compensation and professional liability policies.

15. RESPONSIBILITIES OF RESPONDENTS

Respondents are free and are encouraged to expand on the Scope of Service and the specifications of this RFQ before submitting their response. Interested Respondents are advised that, prior to the award of any contract, HAME reserves the right to conduct a pre-award survey to determine the Respondent’s responsibility and capacity to perform under the contract. This research may include a review of sub-contract agreements, financial capacity, and quality of work performed on previous contracts. HAME reserves the right to reject responses and to waive any informality or irregularity in the RFQ process whenever it is in the best interest of HAME to do so.

The selected firm shall comply with all applicable Salt Lake City, Salt Lake County, UT, State of Utah, and federal laws, regulations, codes, and standards.

Additionally, please refer to Exhibit D – HUD FORM 5369-B INSTRUCTIONS TO OFFERORS NON-

CONSTRUCTION.

https://www.hud.gov/section3

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16. QUESTIONS CONCERNING RFQ AND SUBMITTING A RESPONSE

Questions regarding this RFQ must be submitted by email to pedwards@haslcutah.org or through the Utah Public Procurement Place/Bonfire portal no later than the deadline stated in Section 2. HAME may reject questions received after the deadline. HAME’s responses to material questions, and any addenda or clarifications to this RFQ, will be issued in writing.

Respondents may not rely on any oral statement, clarification, instruction, or representation concerning this RFQ. Only written responses or addenda issued by HAME shall be binding.

Responses must be submitted by email to pedwards@haslcutah.org or through the Utah Public Procurement Place/Bonfire portal no later than the response submission deadline stated in Section 2.

Late responses may be rejected.

PLEASE ORGANIZE YOUR RESPONSE ADDRESSING THESE CRITERIA IN THE ORDER SHOWN

ABOVE WHEN POSSIBLE.

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Exhibit A – VENDOR/RESPONDENT INFORMATION

Please complete the following form and include it with your response.

NAME of PRIME RESPONDENT:

PHYSICAL ADDRESS:

CONTACT PERSON:

EMAIL of CONTACT:

PHONE NUMBER CONTACT:

LICENSES: ________________________________________________________________________

TAX IDENTIFICATION NUMBER (TIN):

NAME AND CONTACTS OF PRINCIPAL TEAM MEMBER FIRM

NOTES/COMMENTS:

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Exhibit B - CERTIFICATION REGARDING DEBARMENT OR SUSPENSION

In compliance with contracts and grants agreements applicable under the U.S. Federal Awards Program, the following certification is required by all Respondents submitting a response to this RFQ:

1. The Respondent certifies, to the best of its knowledge and belief, that neither the Respondent nor its principals are suspended, debarred, proposed for debarment, or declared ineligible for the award of contracts from the United States federal government procurement or non-procurement programs, or are listed in the List of Parties Excluded from Federal Procurement and Non-procurement Programs issued by the General Services Administration.

2. “Principals,” for the purposes of this certification, means officers, directors, owners, partners, and persons having primary management or supervisory responsibilities within a business entity (e.g., general manager, plant manager, head of a subsidiary, division, or business segment, and similar positions).

3. The Respondent shall provide immediate written notice to the HAME Chief Finance Officer (CFO) if, at any time prior to award, the Respondent learns that this certification was erroneous when submitted or has become erroneous by reason of changes in circumstances.

4. This certification is a material representation of fact upon which reliance will be placed when making the award. If it is later determined that the Respondent rendered an erroneous certification, in addition to other remedies available to the HAME, the HAME Chief Finance Officer (CFO) may terminate the contract resulting from this solicitation for default.

5. Respondent affirms that it has no record of recent unsatisfactory performance with HAME during the past twenty-four (24) months at a minimum.

(Signature) (Date)

(Typed Name) (Title)

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Exhibit C - NON-COLLUSION AFFIDAVIT OF RESPONDENT

(HUD-5369-A)

does hereby state:

(Name)

(1) She/He is the of (Owner, partner, officer, or representative)

, hereinafter referred to as (Business name)

Respondent.

(2) She/He is fully knowledgeable of the preparation and contents of Respondent’s response which was submitted for services required in connection with this RFQ.

(3) Said Respondent’s response is genuine and is not a collusive or sham response.

(4) Neither the Respondent nor any of its officers, partners, owners, agents, representatives, employees, or parties in interest, including myself, has in any way colluded, conspired, connived, or agreed, directly or indirectly, with any other Respondent, firm, or person to submit a collusive or sham response in connection with such contract or to refrain from submitting a response in connection with such contract, or has in any manner, directly or indirectly, sought by unlawful agreement or connivance with any other Respondent, firm, or person to fix the price or prices in said Respondent's Response, or to fix any overhead, profit, or cost element of the price or prices in said Respondent's Response, or to secure through collusion, conspiracy, connivance, or unlawful agreement any advantage against HASLC/HAME, or any person interested in the Proposed Contract; and

(5) The price or prices quoted in the Respondent's Response are fair and proper and are not tainted by any collusion, conspiracy, connivance, or unlawful agreement on the part of the Respondent or any of its agents, representatives, owners, employees, or parties in interest, including myself.

(Signature) (Date)

(Typed Name) (Title)

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Exhibit D – HUD FORM 5369-B INSTRUCTIONS TO OFFERORS NON-CONSTRUCTION

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Exhibit E – HUD FORM 5369-C CERTIFICATIONS AND REPRESENTATIONS OF

OFFERORS (NON-CONSTRUCTION CONTRACT)

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Exhibit F – HUD FORM 51915 MODEL FORM OF AGREEMENT BETWEEN OWNER AND

DESIGN PROFESSIONAL

See Attached (13 pages) (Note: AIA FORMATS MAY ALSO BE CONSIDERED)

Model F Owne

Previous editions are obsolete U.S. Department of Housing and Urban Development

Office of Public and Indian Housing

OM

orm of Agreement Betw r and Design Profession B Approval No. 2577-0157 (exp. 11/30/2023) een al form HUD-51915 (1/2014) form HUD-51915 (9/98) ref. Capital Fund Guidebook Previous editions are obsolete Page 1 of 11

Model Form of Agreement Between Owner and Design Professional

U. S. Department of Housing and Urban Development Office of Public and Indian Housing

OMB Approval No. 2577-0157 (exp. 3/31/2020)

Public reporting burden for this collection of information is estimated to average 3 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. HUD may not conduct or sponsor,and an applicant is not required to respond to a collection of information unless it displays a currently valid OMB control number. These contracts between a HUD grantee (housing agency (HA)) and an architect/engineer (A/E) for design and construction services do not require either party to submit any materials to HUD. The forms provide a contractual agreement for the services to be provided by the A/E and establishes responsibilities of both parties pursuant to the contract. The regulatory authority is 2 CFR 200. These contractual agreements are required by Federal law or regulation pursuant to 2 CFR Part 200. Signing of the contracts is required to obtain or retain benefits. The contracts do not lend themselves to confidentiality.

Table of Contents Page Introduction 3

Article A: Services 4 A. 1.0 Design Professional's Basic Services 4 A. 1.1 Areas of Professional’s Basic Services 4 A. 1.2 Phases and Descriptions of Basic Services 4

A. 1.2.1 Schematic Design/Preliminary Study Phase 4 A. 1.2.2 Design Development Phase 4 A. 1.2.3 Bidding, Construction and Contract Document Phase 4 A. 1.2.4 Bidding and Award Phase 4 A. 1.2.5 Construction Phase 5 A. 1.2.6 Post Completion/Warranty Phase 5

A. 1.3 Time of Performance 5 A. 2.0 Design Professional's Additional Services 5 A. 2.1 Description of Additional Services 5 A. 2.2 Written Addendum or Contract Amendment 5

Article B: Compensation and Payment 6 B. 1.0 Basic Services 6 B. 1.1 Fixed Fee for Basic Services 6 B. 1.2 Payment Schedule 6 B. 2.0 Reimbursables 6 B. 2.1 Reimbursable Expenses 6

B. 2.1.1 Travel Costs 6 B. 2.1.2 Long-Distance Telephone Costs 6 B. 2.1.3 Delivery Costs 6 B. 2.1.4 Reproduction Costs 6 B. 2.1.5 Additional Reimbursables 6

B. 3.0 Additional Services 6 B. 3.1 Payment for Additional Services 6 B. 4.0 Invoicing and Payments 6 B. 4.1 Invoices 6 B. 4.2 Time of Payment 6

Article C: Responsibilities 6 C. 1.0 Design Professional's Responsibilities 6 C. 1.1 Basic Services 6 C. 1.2 Additional Services 6 C. 1.3 General Responsibilities 6 C. 1.4 Designing within Funding Limitations 7 C. 1.5 Compliance with Laws, Codes, Ordinances and Regulations 7 C. 1.6 Seal 7 C. 1.7 Attendance at Conferences 7 C. 2.0 Owner's Responsibilities 7 C. 2.1 Information 7 C. 2.2 Notice of Defects 7 C. 2.3 Contract Officer 7 form HUD-51915 (9/98) ref. Handbooks 7417.1, 7450.1 & 7460.8Previous editions are obsolete

C. 2.4 Duties to Furnish 7 C. 2.4.1Survey and Property Restrictions 7 C. 2.4.2Existing Conditions 7 C. 2.4.3Waivers 7 C. 2.4.4Minimum Wage Rates 7 C. 2.4.5Tests 7 C. 2.4.6Contract Terms 7

Article D: Contract Administration 8 D. 1.0 Prohibition of Assignment 8 D. 1.1 Ownership of Documents 8 D. 1.2 Substitutions 8 D. 1.3 Suspension 8 D. 1.4 Subcontracts 8 D. 1.5 Disputes 8 D. 1.6 Terminations 8 D. 1.7 Insurance 8 D. 1.8 Retention of Rights 8

Article E: Additional Requirements 8 E. 1.0 Contract Provisions Required by Federal Law or

Owner Contract with the U.S. Department of Housing and Urban Development 8 E. 1.1 Contract Adjustments 8 E. 1.2 Additional Services 9 E. 1.3 Restrictive Drawings and Specifications 9 E. 1.4 Design Certification 9 E. 1.5 Retention and Inspection of Records 9 E. 1.6 Copyrights and Rights in Data 9 E. 1.7 Conflicts of Interest 9 E. 1.8 Disputes 9 E. 1.9 Termination 9 E. 1.10 Interest of Members of Congress 9 E. 1.11 Limitation of Payments to Influence Certain Federal Transactions 10 E. 1.12 Employment, Training and Contracting Opportunities for Low income Persons, Section 3, HUD Act of 1968 10 E. 1.13 Reserved 10 E. 1.14 Clean Air and Water (Applicable to Contracts in excess of $100,000) 11 E. 1.15 Energy Efficiency 11 E. 1.16 Prevailing Wages 11 E. 1.17 Non-applicability of Fair Housing Requirements in Indian Housing Authority Contracts 11 E. 1.18 Prohibition Against Liens 11

Article F: Other Requirements (If any) 11

Execution of Agreement 11

Addendum (If any) 1

I

Agreement made as of the

Between the Owner (Name & A and the Design Professional

For the following Project (Inc

The Owner and Design Profe

Previous editions are obsolete ntroduction to Agreement d ddress)

(Name, lude det ssion ay of

Address and Discipline) ailed description of Project, Location, Add al agree as set forth below.

in the year (yyyy) of ress, Scope and Program Designation) form HUD-51915 (1/2014)

Article A: Services

A 1.0 Design Professional's Basic Services o o o Project, the Design Professional shall provide the Owner owith professional services in the following areas:

o Architecture o Site Planning o Structural Engineering o Mechanical Engineering o Electrical Engineering o Civil Engineering o Landscape Architecture o Cost Estimating o Construction Contract Administration Doc s OwA 1.2 Phases and Descriptions of Basic Services.

inv o o information provided by the Owner concerning existing condi- o tions. Documents in this phase shall include: o o Site plan(s) o o Schedule of building types, unit distribution and bedroom o o

Wall sections and elevationso o Outline specifications o Des o and regulations Three dimensional line drawingso o o o o o o o approval. These documents shall include the following: o

Previous editions are obsolete Page 4 of 11 o o o o o o ume ner’ estig o ign awa

Drawings sufficient to fix and illustrate project scope and character in all essential design elements

Outline specifications A. 1.1 Areas of Professional’s Basic Services. Unless revised in a written addendum or amendment to this Agreement, in plan-ning, designing and administering construction or rehabilitation of the C

L F

E s

U

P

R a ost estimates and analysis

Recommendations for phasing of construction Site plan(s) and loor ngin nts, atto ation Soli For Spec Gen Tec Plan pda rofe rd o eco war scape plan plans Elevations, building and wall sections Updated three dimensional line drawings eering drawings A. 1.2.3 Bidding, Construction and Contract Document Phase. After receipt of the Owner’s written approval of Design Develop-ment the Design Professional shall prepare Con-truction Documents. After consultation with the Owner and rney, if requested by the owner, the Design Profes-

s. These documents shall include:

citation for Bids m of Contract A. 1.2.1 Schematic Design/Preliminary Study Phase. After re-ceipt of a Notice to Proceed from the Owner, the Design Profes-sional shall prepare and deliver Schematic Design/Preliminary Study Documents. These documents shall consist of a presenta-tion of the complete concept of the Project, including all major elements of the building(s), and site design(s), planned to pro-mote economy both in construction and in administration and to comply with current program and cost limitations. The Design Professional shall revise these documents consistent with the requirements and criteria established by the Owner to secure the Owner’s written approval. Additionally, the Design Professional shall make an independent assessment of the accuracy of the sional shall also prepare and assemble all bidding and contract documents. The Design Professional shall revise these Bidding, Construction and Contract documents consistent with the re-quirements and criteria established by the Owner to secure the Owner’s written approval. They shall, include in a detailed, manner all work to be performed; all material; workmanship;

finishes and equipment required for the architectural, structural, mechanical, electrical, and site work; survey maps furnished by Owner; and direct reproduction of any logs and subsurface soil ial Conditions eral Conditions hnical Specifications s and drawings ted cost estimates count Scale plan of all buildings, and typical dwelling units A. 1.2.4 Bidding and Award Phase. After written approval of Bidding, Construction and Contract Documents from the Owner, the ssional shall assist in administering the bidding f the Construction Contract. This shall include:

Preliminary construction cost estimates Project specific analysis of codes, ordinances and Responding to inquires Drafting and issuing addendum approved by Owner Attending prebid conference(s) Attending public bid openings Reviewing and tabulating bids Recommending list of eligible bids mmending award A. 1.2.2 Design Development Phase. After receipt of written approval of Schematic Design/Preliminary Study Documents, the Design Professional shall prepare and submit to the Owner De-sign Development Documents. The Design Professional shall revise these documents consistent with the requirements and criteria established by the Owner to secure the Owner’s written Altering drawings and specifications as often as required to d within the Estimated Construction Contract Cost f

(1/2014) orm HUD-51915

A. 1.2.5 Construction Phase. After execution of the Construction Contract, the Design Professional shall in a prompt and timely manner administer the Construction Contract and all work re-quired by the Bidding, Construction and Contract Documents. The Design Professional shall endeavor to protect the Owner against defects and deficiencies in the execution and performance of the work. The Design Professional shall:

A. 1.2.6 Post Completion/Warranty Phase. After execution of the Certificate of Completion by the Owner, the Design Professional shall:

o Consult with and make recommendations to Owner during warranties regarding construction, and equipment war-ranties.

o Perform an inspection of construction work, material, systems and equipment no earlier than nine months and no later than ten months after completion of the construction contract and make a written report to the Owner. At the Owner’s request, and by Amendment to the Additional Services section of this contract, conduct additional war-o Administer the Construction Contract.

o Conduct pre-construction conference and attend dispute resolution conferences and other meetings when requested by the Owner.

o Review and approve contractor’s shop drawings and other submittals for conformance to the requirements of the ranty inspections as Additional Services.

contract documents. o Advise and assist Owner in construction matters for a period up to eighteen months after completion of the project, but such assistance is not to exceed forty hours of service and one nonwarranty trip away from the place of business of the Design Professional.

o At the Owner’s written request, and as Additional Service, procure testing from qualified parties.

o Monitor the quality and progress of the work and furnish a written field report weekly, semi monthly, monthly, or This service shall be limited to a period amounting to 110% of the construction period as originally established under the construction contract unless construction has been delayed due to the Design professional’s failure to properly perform its duties and responsibilities. The Owner may direct addi-

A. 1.3 Time of Performance. The Design Professional’s sched-ule for preparing, delivering and obtaining Owner’s approval for Basic Services shall be as follows:

o Schematic Design/Preliminary Study Documents within calendar days for the date of the receipt of a tional monitoring but only as Additional Services. Notice to Proceed.

o Require any sub-consultant to provide the services listed in this section where and as applicable and to visit the Project during the time that construction is occurring on the portion of the work related to its discipline and report in writing to the Design Professional.

o Design Development Documents within calendar o days from the date of receipt of written approval by the Owner of Schematic Design/Preliminary Study documents.

Bidding, Construction and Contract Documents within calendar days from the date of receipt of written o Review, approve and submit to Owner the Contractor Requests for Payment.

approval by the Owner of Design Development Docu-ments.

o Conduct all job meetings and record action in a set of minutes which are to be provided to the Owner.

A. 2.0 Design Professional's Additional Services

A. 2.1 Description of Additional Services. Additional Services are all those services provided by the Design Professional on the Project for the Owner that are not defined as Basic Services in Article A, Section 1.2 or otherwise required to be performed by the Design Professional under this Agreement. They include major revisions in the scope of work of previously approved drawings, specifications and other documents due to causes beyond the control of the Design Professional and not due to any errors, omissions, or failures on the part of the Design Professional to carry out obligations otherwise set out in this Agreement.

A. 2.2 Written Addendum or Contract Amendment. All addi-tional services not already expressly required by this agreement shall be agreed to through either a written addendum or amend-ment to this Agreement.

o Make modifications to Construction Contract Documents to correct errors, clarify intent or to accommodate change orders.

o Make recommendations to Owner for solutions to special problems or changes necessitated by conditions encoun-tered in the course of construction.

o Promptly notify Owner in writing of any defects or defi-ciencies in the work or of any matter of dispute with the Contractor.

o Negotiate, prepare cost or price analysis for and counter-sign change orders.

o Prepare written punch list, certificates of completion and other necessary construction close out documents.

Prepare a set of reproducible record prints of Drawings showing significant changes in the work made during construction, including the locations of underground utili-ties and appurtenances referenced to permanent surface improvements, based on marked-up prints, drawings and other data furnished by the contractor to the Design Pro-fessional.

o

Article B: Compensation and Payment B.

1.0 Basic Services

B. 1.1 Fixed Fee for Basic Services. The Owner will pay the Design Professional for Basic Services performed as defined by A.1.2, a Fixed Fee (stipulated sum) of $ plus Reimbursable Expenses identified in Article B.2.0. Such

Previous editions are obsolete Page 5 of 11 form HUD-51915 (1/2014) p m p p

B c

B D a a A o p f o ayment shall be compensation for all Basic Services required, erformed, or accepted under this Contract. p p weach phase of work shall be made in proportion to services erformed as follows:

Phase Amount

Schematic Design/Preliminary Study Phase $

Design Development Phase $

Bidding, Construction & Contract Document Phase $

Bidding & Award Phase $

Construction Phase $

Total Basic Services $

Professional for the Reimbursable Expenses listed below up to a Maximum Amount of $ Reimbursable connection with the Project as enumerated below.

CProject site, Design Professional’s office (s), and Owner’s aoffice. A Calls and long distance telefax costs. r

B. 2.1.3 Delivery Costs. Courier services and overnight delivery c costs. s

T P u bSubcontractor’s own use.

A a

Maximum Amount for these Reimbursables shall be established.

tB .3.0 Additional Services t s m w P M a t hn an hourly basis or other unit pricing method, for a

Previous editions are obsolete Page 6 of 11 aximum amount; each such amendment or addendum shall also rovide for a method of payment, including, at a minimum, whether ayment will be made in partial payments or in lump sum and B. 1.2 Payment Schedule. Progress payments for Basic Services for hether it will be based upon percentage of completion or s B p o

C C t a m d ervices billed for.

. 4.0 Invoicing and Payments B. 4.1 Invoices. All payments shall require a written invoice from the Design Professional. Invoices shall be made no more frequently than on a monthly basis. Payments for Basic Services shall be in proportion to services completed within each phase of work. When requesting such payment, the invoice shall identify the phase and the portion completed. All invoices shall state the Agreement, name and address to which payment shall be made, the services completed and the dates of completion, and whether the invoice requests payment for Basic Services, Reimbursable or Additional Services. Invoices seeking payment for Reimbursable or Additional Services must Post Completion/ Warranty Phase rovide detailed documentation.

B. 2.0 Reimbursables B. 2.1 Reimbursable Expenses. The Owner will pay the Design B. 4.2 Time of Payment. Upon the Design Professional’s proper submission of invoices for work performed or reimbursable expenses, the Owner shall review and, if the work is in conform-ance with the terms of the Agreement, make payment within thirty days f the Owner’s receipt of the invoice.

Expenses are in addition to the Fixed Fee for Basic Services and are for certain actual expenses incurred by the Design Professional in Article C: Responsibilities . 1.0 Design Professional's Responsibilities

. 1.1 Basic Services. The Design Professionals shall provide he Basic Service set out in Article A.1.0.

B. 2.1.1 Travel Costs. The reasonable expense of travel costs incurred by the Design Professional when requested by Owner to travel to a location that lies outside of a 45 mile radius of either the . 1.2 Additional Services. When required under this Agreement or greed to as set out in A.2.0, the Design Professional shall provide dditional Services on the Project.

. 2.1.2 Long Distance Telephone Costs. Long distance tele-phone . 1.3 General Responsibilities. The Design Professional shall be esponsible for the professional quality, technical accuracy, and oordination of all designs, drawings, specifications, and other ervices, furnished by the Design Professional under this Agreement.

he Owner’s review, approval, acceptance of, or payment for Design rofessional services shall not be construed as a waiver of any rights nder this Agreement or of any cause of action for damages caused y Design Professional’s negligent performance under this greement. Furthermore, this Agree-ment does not restrict or limit B. 2.1.4 Reproduction Costs. Reproduction and postage costs of required drawings, specifications, Bidding and Contract docu-ments, excluding the cost of reproductions for the Design Profes-sional or ny rights or remedies otherwise fforded the Owner or Design Professional by law.

B. 2.1.5 Additional Reimbursables. The Design Professional and Owner may agree in an addendum or amendment to this Agree-ment to include certain other expenses not enumerated above as Reimbursable Expenses. These Reimbursables shall not be lim-ited by the Maximum Amount agreed to above. A separate C. 1.4 Designing Within Funding Limitations. The Design Profes-sional shall perform services required under this Contract in such a anner so as to cause an award of a Construction Contract(s) that oes not exceed (1) $ as the right to require the Design Professsional to f (1/2014) or (2) an amount it nt e n ner o be provided by the Owner in writing to the Design Professional prior o the commencement of Design Professional services. This fixed lim hall be called the Maximum Construction Contract Cost. The amou ay be increased by the Owner, but only with written notice to the D sign Professional. If the increase results in a change to the scope of ork, an amendment to this Agreement will be required. The Design rofessional and the Owner may mutually agree to decrease th aximum Construction Contract Cost, but only by signing a written mendment to this Agreement. Should bids for the Construction Co ract(s) exceed the Maximum Construction Contract Cost, the Ow . 3.1 Payment for Additional Services. The Owner will pay the esign Professional only for Additional Services agreed to in an ddendum or amendment to this Agreement executed by the Owner nd the Design Professional pursuant to A.2. Payment for all such dditional Services shall be in an amount and upon the terms set ut in such amendment or addendum and agreed upon by the arties. Each such amendment or addendum shall provide for a ixed price or, where payment for such Additional Services is to be perform redesigns, r c w C T a l w c c p e p t o w t r c f t w r a d c t R A U a t t D C s A C d n c e C C r t a O e D k C b p O n ebids and other services necessary tocause an award of the Constru tion Contract within the Maximum Construction Contract Cost ithout additional compensation or reimbursement.

. 1.5 Compliance with Laws, Codes, Ordinances and Regulations.

andards/ufas) and compliance with the ADA requires adherence to ignatures to drawings and specifications produced under this ontract. Attendance at community wide meetings shall be consid-red an additional service.

esign Professional, however, shall be responsible to ascertain and now federal requirements and limitations placed on the Project.

onconfor-mance to the Design Professional.

C P U

C t C

Previous editions are obsolete Page 7 of 11 C.2.3 Contract Officer. The Owner shall designate a Contract Officer authorized to act on its behalf with respect to the design and construction of the Project. The Contract Officer shall examine documents submitted by the Design Professional and shall promptly render decisions pertaining to those documents so as to avoid unreasonably delaying the progress of the Design Professional’s work.

C. 2.4 Duties to Furnish. The Owner shall provide the Design Professional the items listed below.

Professional to furnish any of these items as an Additional Service.

C. 2.4.2 Existing Conditions. The Owner shall provide the De-sign Professional any available “built adrawings of buildings o information that it may have in its possession and that it might reasonably assume affects the work.

C i o Project.

.S. Secretary of Labor for inclusion in the solicitation and Contract Documents.

he Design Professional shall perform services that conform to all pplicable Federal, State and local laws, codes, ordinances and regu ations except as modified by any waivers which may be obtained ith the approval of the Owner. The Design Professional shall ertify that Contract Documents will conform to all applicable laws, odes, ordinances and regulations. The Design Professional shall repare all construction documents required for approval by all gov rnmental agencies having jurisdiction over the project. The Design rofessional shall make all changes in the Bidding and Cons ruction Documents necessary to obtain governmental approval with ut additional compensation or reimbursement, except in the follo ing situations. If subsequent to the date the Owner issues a notice o proceed, revisions are made to applicable codes or non-federal egulations, the Design Professional shall be entitled to additional ompensation and reimbursements for any additional cost resulting rom such changes. The Design Professional, however, is obligated o notify the Owner of all significant code or regulatory changes ithin sixty (60) days of their change, and such notification shall be equired in order for the Design Professional to be entitled to any dditional compensation or reimbursement. Both the owner and esign professional are responsible for ensuring that the design and onstruction comply with any applicable accessibility laws, including he Fair Housing Act (see 24 C.F.R. § 100.205), Sect. 504 of the ehabilitation Act (Sect. 504), and the Americans with Disabilities ct (ADA). Compliance with Sect. 504 requires adherence to the niform Federal Accessibility Standards (See https://www.accessbo rd.gov/guidelinesandstandards/buildingsandsites/abouttheabas P a f r

C. 2.4.1 Survey and Property Restrictions. The Owner shall furnish topographic, property line and utility information as and where required. The Owner may at its election require the Design roject.

onstruction Contract Documents.

ssignment is for financing the Des ormance.

isk of the Owner without liability

(1/201 r properties, architect surveys, test reports, and any other written . 2.4.3 Waivers. The Owner shall provide the Design Professional nformation it may have obtained on any waivers of local codes, rdinances, or regulations or standards affecting the design of the . 2.4.4 Minimum Wage Rates. The Owner shall furnish the Design rofessional the schedule of minimum wage rates approved by the C. 2.4.5 Tests. When expressly agreed to in writing by both the Owner and the Design Professional, the Owner shall furnish the Design Professional all necessary structural, mechanical, chemical or other laboratory tests, inspections and reports required for the he 2010 ADA standards (See https://www.ada.gov/regs2010/2010A AStandards/2010ADAStandards_prt.pdf).

. 1.6 Seal. Licensed Design Professionals shall affix their seals and . 2.4.6 Contract Terms. The Owner or its legal counsel may provide he Design Professional text to be incorporated into Bidding and greement when required by law .

. 1.7 Attendance at Conferences. The Design Professional or esignated representative shall attend project conferences and meet-i gs involving matters related to basic services covered under this Article D: Contract Administration D. 1.0 Prohibition of Assignment. The Design Professional shall not assign, subcontract, or transfer any services, obligations, or interest in this Agreement without the prior written consent of the Owner.

Such consent shall not unreasonably be withheld when such ign Professional’s per- . 2.0 Owner's Responsibilities . 2.1 Information. The Owner shall provide information regarding equirements for the project, including a program that shall set forth he Owner’s objectives and schedule. The Owner shall also establish nd update the Maximum Construction Cost. This shall include the wner’s giving notice of work to be performed by the Owner or oth rs and not included in the Construction Contract for the Project. Th D. 1.1 Ownership of Documents. All drawings, specifications, studies and other materials prepared under this contract shall be the property of the Owner and at the termination or completion of the Design Professional’s services shall be promptly delivered to the Owner. The Design Professional shall have no claim for further employment or additional compensation as a result of exercise by the Owner of its full rights of ownership. It is understood, however, that the Design Professional does not rep-resent such data to be suitable for re-use on any other project or for any other purpose. If the Owner re-uses the subject data without the Design Professional’s written verification, such re-use will be at the sole . 2.2 Notice of Defects.