2027-03 Addendum 1.pdf

RFP/Q #2027-03

PROVIDE ARCHITECTURAL & ENGINEERING SERVICES FOR

RENOVATION ANALYSIS, DEVELOPMENT OF EDUCATIONAL SPECIFICATIONS,

CONCEPT PLANNING AND SUPPORT FOR STRATFORD PUBLIC SCHOOLS (SPS)

7th August, 2026 – It is intended that this Addendum incorporating the following corrections, revisions, additions, deletions and clarifications become part of the Contract Documents.

Refer to attached draft B105 and B203 which are anticipated to be the form of agreement along with the RFP and consultant team responses.

Please note that any contract documents will be edited for the specific scope in the RFP and the Town does not intend to identify new building sites or commence construction as part of the RFP at this time.

If any exceptions are anticipated to the form of agreement, these exceptions must be included with the RPF response.

Name and Title of Authorized Rep (Printed) Signature Date

PURCHASING

mailto:purchasing@townofstratford.com http://www.townofstratford.com/

D R A F T

DRAFT AIA

Document B105® – 2017

Standard Short Form of Agreement Between Owner and Architect

AIA Document B105 – 2017. Copyright © 1993, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American

Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 15:20:09 ET on 10/20/2025 under Order No.3104239272 which expires on 12/31/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com.

User Notes: (1379234603)

ADDITIONS AND DELETIONS:

The author of this document has added information needed for its completion.

The author may also have revised the text of the original AIA standard form.

An Additions and Deletions

Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed.

This document has important legal consequences.

Consultation with an attorney is encouraged with respect to its completion or modification.

ELECTRONIC COPYING of any portion of this AIA® Document to another electronic file is prohibited and constitutes a violation of copyright laws as set forth in the footer of this document.

AGREEMENT made as of the « » day of « » in the year « »

(In words, indicate day, month and year.)

BETWEEN the Owner:

(Name, legal status, address and other information) and the Architect:

(Name, legal status, address and other information) for the following Project:

(Name, location and detailed description)

The Owner and Architect agree as follows.

A F T

AIA Document B105 – 2017. Copyright © 1993, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American

Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 15:20:09 ET on 10/20/2025 under Order No.3104239272 which expires on 12/31/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-

ARTICLE 1 ARCHITECT’S RESPONSIBILITIES

The Architect shall provide architectural services for the Project as described in this Agreement. The Architect shall perform its services consistent with the professional skill and care ordinarily provided by architects practicing in the same or similar locality under the same or similar circumstances. The Architect shall perform its services as expeditiously as is consistent with such professional skill and care and the orderly progress of the Project. The

Architect shall assist the Owner in determining consulting services required for the Project. The Architect’s services include the following consulting services, if any:

During the Design Phase, the Architect shall review the Owner’s scope of work, budget and schedule and reach an understanding with the Owner of the Project requirements. Based on the approved Project requirements, the

Architect shall develop a design, which shall be set forth in drawings and other documents appropriate for the

Project. Upon the Owner’s approval of the design, the Architect shall prepare Construction Documents indicating requirements for construction of the Project and shall coordinate its services with any consulting services the Owner provides. The Architect shall assist the Owner in filing documents required for the approval of governmental authorities, in obtaining bids or proposals, and in awarding contracts for construction.

During the Construction Phase, the Architect shall act as the Owner’s representative and provide administration of the Contract between the Owner and Contractor. The extent of the Architect’s authority and responsibility during construction is described in AIA Document A105™–2017, Standard Short Form of Agreement Between Owner and

Contractor. If the Owner and Contractor modify AIA Document A105–2017, those modifications shall not affect the

Architect’s services under this Agreement, unless the Owner and Architect amend this Agreement.

ARTICLE 2 OWNER’S RESPONSIBILITIES

The Owner shall provide full information about the objectives, schedule, constraints and existing conditions of the Project, and shall establish a budget that includes reasonable contingencies and meets the Project requirements. The

Owner shall provide decisions and furnish required information as expeditiously as necessary for the orderly progress of the Project. The Architect shall be entitled to rely on the accuracy and completeness of the Owner’s information. The Owner shall furnish consulting services not provided by the Architect, but required for the Project, such as surveying, which shall include property boundaries, topography, utilities, and wetlands information;

geotechnical engineering; and environmental testing services. The Owner shall employ a Contractor, experienced in the type of Project to be constructed, to perform the construction Work and to provide price information.

ARTICLE 3 USE OF DOCUMENTS

Drawings, specifications and other documents prepared by the Architect are the Architect’s Instruments of Service, and are for the Owner’s use solely with respect to constructing the Project. The Architect shall retain all common law, statutory and other reserved rights, including the copyright. Upon completion of the construction of the Project, provided that the Owner substantially performs its obligations under this Agreement, the Architect grants to the

Owner a license to use the Architect’s Instruments of Service as a reference for maintaining, altering and adding to the Project. The Owner agrees to indemnify the Architect from all costs and expenses related to claims arising from the Owner’s use of the Instruments of Service without retaining the Architect. When transmitting copyright-protected information for use on the Project, the transmitting party represents that it is either the copyright owner of the information, or has permission from the copyright owner to transmit the information for its use on the Project.

ARTICLE 4 TERMINATION, SUSPENSION OR ABANDONMENT

In the event of termination, suspension or abandonment of the Project by the Owner, the Architect shall be compensated for services performed. The Owner’s failure to make payments in accordance with this Agreement shall be considered substantial nonperformance and sufficient cause for the Architect to suspend or terminate services. Either the Architect or the Owner may terminate this Agreement after giving no less than seven days’ written notice if the Project is suspended for more than 90 days, or if the other party substantially fails to perform in accordance with the terms of this Agreement. Except as otherwise expressly provided herein, this Agreement shall terminate one year from the date of Substantial Completion.

ARTICLE 5 MISCELLANEOUS PROVISIONS

This Agreement shall be governed by the law of the place where the Project is located. Terms in this Agreement shall have the same meaning as those in AIA Document A105–2017, Standard Short Form of Agreement Between

A

AIA Document B105 – 2017. Copyright © 1993, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American

Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 15:20:09 ET on 10/20/2025 under Order No.3104239272 which expires on 12/31/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-

Owner and Contractor. Neither party to this Agreement shall assign the contract as a whole without written consent of the other.

Nothing contained in this Agreement shall create a contractual relationship with, or a cause of action in favor of, a third party against either the Owner or the Architect.

The Architect shall have no responsibility for the discovery, presence, handling, removal or disposal of, or exposure of persons to, hazardous materials or toxic substances in any form at the Project site.

ARTICLE 6 PAYMENTS AND COMPENSATION TO THE ARCHITECT

The Architect’s Compensation shall be:

The Owner shall pay the Architect an initial payment of « » ($ « » ) as a minimum payment under this Agreement.

The initial payment shall be credited to the final invoice.

The Owner shall reimburse the Architect for expenses incurred in the interest of the Project, plus « » percent ( « »

Payments are due and payable upon receipt of the Architect’s monthly invoice. Amounts unpaid « » ( « » ) days after the invoice date shall bear interest from the date payment is due at the rate of « » percent ( « » %) « » , or in the absence thereof, at the legal rate prevailing at the principal place of business of the Architect.

At the request of the Owner, the Architect shall provide additional services not included in Article 1 for additional compensation. Such additional services may include, but not be limited to, providing or coordinating services of consultants not identified in Article 1; revisions due to changes in the Project scope, quality or budget, or due to Owner-requested changes in the approved design; evaluating changes in the Work and Contractors’ requests for substitutions of materials or systems; providing services necessitated by the Contractor’s failure to perform; and the extension of the Architect’s Article 1 services beyond « » ( « » ) months of the date of this Agreement through no fault of the Architect.

ARTICLE 7 OTHER PROVISIONS

(Insert descriptions of other services and modifications to the terms of this Agreement.)

This Agreement entered into as of the day and year first written above.

OWNER (Signature) ARCHITECT (Signature)

(Printed name and title) (Printed name, title, and license number, if required)

A F T

DRAFT AIA

Document B203™ – 2017

Standard Form of Architect’s Services: Site Evaluation and

Project Feasibility

AIA Document B203 – 2017. Copyright © 2005, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American

Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 15:20:50 ET on 10/20/2025 under Order No.3104239272 which expires on 12/31/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-

User Notes: (1783919212)

ADDITIONS AND DELETIONS:

The author of this document has added information needed for its completion.

The author may also have revised the text of the original AIA standard form.

An Additions and Deletions

Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed.

This document has important legal consequences.

Consultation with an attorney is encouraged with respect to its completion or modification.

This document provides the

Architect’s scope of services only and must be used with an Owner-

Architect agreement. It may be attached as an exhibit to AIA Document B102™–2017, Standard Form of Agreement

Between Owner and Architect without a Predefined Scope of Architect’s Services or used with AIA Document

G802™–2017, Amendment to the Professional Services

Agreement, to create a modification to any Owner-

Architect agreement.

ELECTRONIC COPYING of any portion of this AIA® Document to another electronic file is prohibited and constitutes a violation of copyright laws as set forth in the footer of this document.

for the following PROJECT:

(Name and location or address)

THE OWNER:

(Name, legal status and address)

THE ARCHITECT:

(Name, legal status and address)

THE AGREEMENT

This Standard Form of Architect’s Services is part of the accompanying Owner- Architect Agreement (hereinafter, together referred to as the Agreement) dated the « » day of « » in the year « » .

(In words, indicate day, month and year.)

TABLE OF ARTICLES

1 INITIAL INFORMATION

2 SITE EVALUATION AND PROJECT FEASIBILITY SERVICES

3 ADDITIONAL SERVICES

4 OWNER’S RESPONSIBILITIES

5 COMPENSATION

6 SPECIAL TERMS AND CONDITIONS

ARTICLE 1 INITIAL INFORMATION

§ 1.1 The Architect’s services are based on the Initial Information set forth in this Article

1.

(For each item in this section, insert the information or a statement such as “not applicable” or “unknown at time of execution.”)

§ 1.1.1 Site(s) to be evaluated:

(Identify the site or sites to be evaluated by the Architect and existing buildings that are a part of the evaluation.)

A

AIA Document B203 – 2017. Copyright © 2005, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American

Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 15:20:50 ET on 10/20/2025 under Order No.3104239272 which expires on 12/31/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-

§ 1.1.2 The Owner’s Development Objectives:

(Identify the Owner’s program for the Project or otherwise state the Owner’s Development Objectives for the

Project in terms of space requirements, anticipated structures, site features, sustainable objectives, and other relevant information.)

§ 1.1.3 The Architect shall retain the following consultants:

(List name, discipline, address, and other information.)

§ 1.1.4 Other Initial Information on which the Architect’s services are based:

(List below other information that will affect the Architect’s performance, such as the Owner’s contractors and consultants, existing entitlements for land use or construction, existing encumbrances to land use, the Owner’s budget for the Project, authorized representatives, and Owner confidentiality requirements.)

§ 1.1.5 The Owner and Architect may rely on the Initial Information. Both parties, however, recognize that the Initial

Information may materially change and, in that event, the Owner and the Architect shall appropriately adjust the

Architect’s services, schedule for the Architect’s services, and the Architect’s compensation.

ARTICLE 2 SITE EVALUATION AND PROJECT FEASIBILITY SERVICES

§ 2.1 The Architect shall manage the Site Evaluation and Project Feasibility Services, research applicable design criteria, attend Project meetings, communicate with members of the Project team, and report progress to the Owner.

§ 2.2 The Architect shall coordinate its services with those services provided by the Owner and the Owner’s consultants. The Architect shall be entitled to rely on, and shall not be responsible for, the accuracy, completeness, and timeliness of, services and information furnished by the Owner and the Owner’s consultants. The Architect shall provide prompt written notice to the Owner if the Architect becomes aware of any error, omission, or inconsistency in such services or information.

§ 2.3 The Architect shall prepare, and periodically update, a schedule of Site Evaluation and Project Feasibility

Services that identifies milestone dates for decisions required of the Owner, services furnished by the Architect, and completion of documentation to be provided by the Architect. The Architect shall coordinate the schedule of Site

Evaluation and Project Feasibility Services with the Owner’s Project schedule.

§ 2.4 The Architect shall submit documents regarding the Site Evaluation and Project Feasibility Services to the

Owner at appropriate intervals for purposes of evaluation and approval by the Owner. The Architect shall be entitled to rely on approvals received from the Owner to complete the Site Evaluation and Project Feasibility Services.

§ 2.5 The Architect shall prepare a site evaluation and feasibility report based on the Architect’s services selected in

Section 2.6. The report may incorporate written or graphic materials, and shall include:

.1 an executive summary, .2 documentation of the methodology used to conduct the Architect’s services, .3 the Owner’s Development Objectives, .4 relevant facts upon which the report is based, .5 comparisons regarding multiple sites, if selected, .6 conclusions and recommendations, and

.7 other: « »

§ 2.6 The Architect shall provide the listed Site Evaluation and Project Feasibility Services only if specifically designated below as the Architect’s responsibility. Unless otherwise specifically addressed in the Agreement, if neither the Owner nor the Architect is designated, the parties agree that the listed Site Evaluation and Project

Feasibility Service is not being provided.

A

AIA Document B203 – 2017. Copyright © 2005, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American

Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 15:20:50 ET on 10/20/2025 under Order No.3104239272 which expires on 12/31/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-

(Designate the Architect’s Site Evaluation and Project Feasibility Services and the Owner’s Site Evaluation and

Project Feasibility Services required for the Project by indicating whether the Architect or Owner shall be responsible for providing the identified Site Evaluation and Project Feasibility Service.)

Services Responsibility (Architect, Owner or Not Provided)

§ 2.6.1 Preliminary assessment of Owner’s

Development Objectives

§ 2.6.2 Site evaluation

§ 2.6.3 Identification of environmental requirements

§ 2.6.4 Site context description

§ 2.6.5 Cultural factor assessment

§ 2.6.6 Historic resource inventory

§ 2.6.7 Building evaluation

§ 2.6.8 Conceptual drawings

§ 2.6.9 Estimate of the cost of the Work

§ 2.6.10 Public hearings and meetings

§ 2.6.11 Other Site Evaluation and Project Feasibility

Services

§ 2.7 Description of Services A brief description of each Site Evaluation and Project Feasibility Service is provided below.

(If necessary, attach as an exhibit, or provide in Section 2.7, expanded or modified descriptions of the Site Evaluation and Project Feasibility Services listed below.)

§ 2.7.1 Preliminary Assessment of Owner’s Development Objectives. Provide a preliminary assessment of the Owner’s

Development Objectives and identify constraints and opportunities that will impact them.

§ 2.7.2 Site Evaluation. Evaluate the site by, as applicable: (1) performing on-site observations; (2) assessing the physical characteristics of the site; (3) assessing codes, ordinances, and regulations that impact the Owner’s

Development Objectives; (4) assessing utilities available to the site; and (5) assessing the access, circulation, and parking for the site. The Architect shall make recommendations to the Owner based on its site evaluation.

§ 2.7.3 Identification of Environmental Requirements. Identify environmental requirements that may apply to the

Owner’s Development Objectives for the site, such as the need for environmental impact statements, assessments, documentation, testing, or monitoring.

§ 2.7.4 Site Context Description. Describe the physical characteristics and context of areas immediately surrounding the site, including existing land uses, proposed development, and public transportation. The Architect shall also describe land use patterns, trends, or potential uses of areas immediately surrounding the site and assess the impact of the

Owner’s Development Objectives on the surrounding sites and community.

§ 2.7.5 Cultural Factor Assessment. Research the history of the site, which may include historic land uses, existing structures on or adjacent to the site, archaeological significance, and other cultural factors. The Architect shall also assess the impact of the Owner’s Development Objectives on the cultural significance of the site, surrounding sites, and community.

§ 2.7.6 Historic Resource Inventory. Prepare an inventory of buildings and other features on the site that have been identified by local, state, or federal authorities as historic, or that may have historic significance.

A

AIA Document B203 – 2017. Copyright © 2005, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American

Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 15:20:50 ET on 10/20/2025 under Order No.3104239272 which expires on 12/31/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-

§ 2.7.7 Building Evaluation. Conduct an evaluation, based on visual observation, of the existing buildings on the site.

The evaluation shall summarize, in general terms: (1) the buildings’ existing uses; (2) elements or components of the buildings that do not comply with applicable codes and regulations; (3) the buildings’ predominant materials and their conditions; (4) the buildings’ structural systems and their conditions; (5) the buildings’ mechanical, electrical, and plumbing systems and their conditions; and (6) potentially hazardous materials or toxic substances in the buildings. If necessary, the Architect shall recommend further investigation of any of the above.

§ 2.7.8 Conceptual Drawings. Prepare conceptual development drawings based on the Owner’s Development Objectives. The drawings may show, as the Architect deems appropriate, land use, building placement, access and circulation of vehicles and pedestrians, parking, utilities, site drainage, landscaping, and development phasing.

§ 2.7.9 Estimate of the Cost of the Work. Based on the Conceptual Drawings and other services provided, prepare an estimate of the cost of the work for the development of the site.

§ 2.7.10 Public Meetings and Hearings. Attend public hearings and citizen information meetings as required to perform the services or as requested by the Owner. Prepare presentation materials as necessary for such public meetings and hearings.

§ 2.7.11 Other Site Evaluation and Project Feasibility Services Identified in Section 2.6.11:

(Describe the Site Evaluation and Project Feasibility Services, if any, identified in Section 2.6.11.)

ARTICLE 3 ADDITIONAL SERVICES

§ 3.1 Additional Services may be provided after execution of the Agreement, without invalidating the Agreement.

Except for services required due to the fault of the Architect, any Additional Services provided in accordance with this

Article shall entitle the Architect to compensation pursuant to Section 5.2 and an appropriate adjustment in the

Architect’s schedule.

§ 3.2 The Architect shall provide Site Evaluation and Project Feasibility Services exceeding the limits set forth below as

Additional Services. When the limits below are reached, the Architect shall notify the Owner:

.1 « » ( « » ) in person meetings with the Owner or the Owner’s consultants

.2 « » ( « » ) visits to the site by the Architect

.3 « » ( « » ) presentations of any portion of the Services to third parties as requested by the Owner

.4 « » ( « » ) preparation for, and attendance at, public hearings and meetings

ARTICLE 4 OWNER’S RESPONSIBILITIES

§ 4.1 The Owner shall provide the Architect with information necessary to perform the Site Evaluation and Project

Feasibility Services, which may include a program or other Owner-provided information regarding the development objectives for the Project. If necessary, the Owner shall provide the services of a surveyor, geotechnical engineer, or environmental consultant.

§ 4.2 The Owner shall provide the Architect with any available previous studies, data, reports, surveys, or other documents which have a direct bearing on the Site Evaluation and Project Feasibility Services.

§ 4.3 The Owner shall provide access to the property and buildings as necessary for the Architect to complete the Site

Evaluation and Project Feasibility Services.

ARTICLE 5 COMPENSATION

§ 5.1 If not otherwise specifically addressed in the Agreement, the Owner shall compensate the Architect for the Site

Evaluation and Project Feasibility Services described in Article 2 as follows:

(Insert amount of, or basis for, compensation.)

§ 5.2 For Additional Services that may arise during the course of the Project, including those under Section 3.2, the

Owner shall compensate the Architect as follows:

A

AIA Document B203 – 2017. Copyright © 2005, 2007 and 2017. All rights reserved. “The American Institute of Architects,” “American

Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 15:20:50 ET on 10/20/2025 under Order No.3104239272 which expires on 12/31/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-

(Insert amount of, or basis for, compensation.)

§ 5.3 Compensation for Additional Services of the Architect’s consultants, when not included in Section 5.2, shall be the amount invoiced to the Architect plus « » percent ( « » %), or as otherwise stated below:

ARTICLE 6 SPECIAL TERMS AND CONDITIONS

Special terms and conditions that modify this Standard Form of Architect’s Services: Site Evaluation and Project

Feasibility are as follows: