5-AE-Fee-Schedule 02.03.2022 2.pdf
PDF 246 KB Posted
- Solicitation number
- DB26-002 RFSQ
- Issued by
- Salt Lake County, Utah
About this file
This document is an Architectural/Engineering Fees Schedule established by the State of Utah Division of Facilities and Construction Management, effective February 3, 2022. The schedule applies to architectural, engineering, and surveyor professional services on State of Utah projects and serves as the definitive standard for determining reasonable and consistent fees. The schedule distinguishes between architectural and engineering projects, each with multiple complexity categories (Schedules A through E for architectural projects; Schedules A through C for engineering projects). For architectural projects, basic services include design work customary to typical projects, such as architectural, structural, civil, mechanical, and electrical engineering services, as well as three High Performance Building Standard (HPBS) consultants: Energy Engineer, Building Envelope Commissioning Agent, and Building System Commissioning Agent. Basic services for civil engineering on architectural projects are limited to site planning, grading, paving layout, landscaping, fencing, and connections for water, drainage, and sanitary systems. The fee schedules represent maximum allowable fees for basic services on typical project types, with project complexity negotiated on a case-by-case basis.
Fee determination follows a structured process based on project type, building type, construction budget range, and complexity schedule, with the basic fee calculated by multiplying the construction budget by the scheduled percentage. For architectural projects, fees range from 12.38 percent for projects under $50,000 in Schedule E (considerably more than average complexity) to 4.75 percent for projects exceeding $50,000,000 in Schedule A (considerably less than average complexity). Engineering projects follow similar tiered structures with fees ranging from 13.86 percent for projects under $50,000 in Schedule C to 5.64 percent for projects exceeding $50,000,000 in Schedule A. Renovation projects include an additional complexity modifier ranging from 0.50 percent to 1.00 percent depending on the schedule. Direct and reimbursable costs such as printing and travel are reimbursed at 105 percent of cost; travel from the servicing office location to the site under 100 miles is included in the basic fee. HPBS consultant fees typically total between 0.6 and 2 percent of the project's construction budget. Any exceptions to the standard fee schedule require written approval from the DFCM director or designee.
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DIVISION OF FACILITIES AND CONSTRUCTION MANAGEMENT
ARCHITECTURAL/ENGINEER FEES
EFFECTIVE DATE: February 3, 2022
I. Purpose
To provide a standard for a reasonable A/E fee structure on State of Utah projects.
II. Background
The State Procurement Code requires that professional services for architects, engineers and surveyors be selected by one of the process in the Procurement Code, but that the initial selection is based on qualifications and not the fee. Once the selection is made by a lawful process, the fee can be considered and negotiated. However, a standard is required to ensure that reasonable and consistent fees are paid for awarded work, and therefore, this document shall serve as the definitive guide for determining such fees. This policy updates earlier standards with additional clarity.
III. Policy
DFCM Project Managers shall employ this standard for the negotiation of Architectural/Engineering/HPBS Consultant Fees. Any exception to this standard can only be obtained by written approval of the DFCM director or the director’s designee.
IV. Procedures
A. The fee should be established with the individual project size and complexities in mind.
B. An individual project may have complexities due to the inherent nature of the project type, due to complexity of consultants’ services required and/or due to complexities of the scope of the project.
C. The fee schedules represent the maximum allowable fee for basic services on a typical project type. Complexity of consultant is negotiated on a case-by-case basis and requires a separate fee proposal for each consultant. Complexity of scope is a reasonable fee negotiated on a case-by-case basis.
D. Basic Services include the design work that is customary on a typical project to take an established building program, site, and budget, and then develop the architectural design, engineer the building systems, produce construction documents, and perform construction administration for a single phase project. Basic Services include the design services customary on every project such as architectural, structural, civil, mechanical, and electrical engineering services.
There are also typically three additional consultants hired by DFCM to ensure the State’s building performance standards are met: Energy Engineer (EnE), Building Envelope Commissioning Agent (BECxA) and a Building System Commissioning Agent (CxA). These will be referred to as the High Performance Building Standard (HPBS) Consultants, although the CxA is required by current building code.
E. Basic Services for Civil Engineering on an Architectural Project shall be limited to the following:
site planning including layout of site features, building position, preliminary grading, location of paving for walkways, driveways and parking, basic landscaping, and fencing locations. Also
DIVISION OF FACILITIES AND CONSTRUCTION MANAGEMENT
ARCHITECTURAL/ENGINEER FEES
EFFECTIVE DATE: February 3, 2022 included are the normal connections required to service the building such as water, drainage, and sanitary systems, if applicable.
F. Renovation: Complexity modifier for renovation is intended for capital development projects only. The fee schedule for the HPBS consultants applies to all applicable capital development projects including renovations.
G. Not included in the basic services are amounts to cover direct and reimbursable costs such as printing and travel. These costs are reimbursed at 105% of cost; travel will be determined as per state travel guidelines. Travel from servicing office location to the site less than 100 miles is included in the basic fee.
H. Instructions for determining fee: determine if the project is Architectural or Engineering; by use of building type, determine which schedule to use; using the proper budget range and schedule type, find the basic fee percentage. The basic fee is then determined by multiplying the construction budget by the scheduled percentage. The total fee is then determined by combining the basic services fee with the complexity of consultant fee and complexity of scope fee. Complexity of consultant and complexity of scope is intended for development projects only.
I. Basic Services will vary from project to project. For example, projects that don’t require a complete A/E team or projects that require a specific discipline to take on a higher percentage of the work would necessitate a revision of the percentage allocation. The following is an example of a typical project allocation as a percentage of the fee. THE ALLOCATION WILL BE
DETERMINED ON A PROJECT BY PROJECT BASIS BY THE PRIME FIRM.
Architectural 60% Mechanical 15% Structural 12% Electrical 10% Civil 3%
J. The HPBS consultants are hired directly by the building owner, often DFCM, but occasionally another state agency such as a College or University. Typical total fee for the three consultants will equal between .6 – 2% of the project’s construction budget.
K. DFCM may elect to post a maximum allowable fee when soliciting for a project. When a maximum fee is posted any questions or concerns need to be addressed during the question period of the solicitation. If the fee is not adjusted by addendum it is to be considered accepted.
SCHEDULE OF ARCHITECTURAL PROJECT COMPLEXITY
Schedule ‐A Schedule ‐ B Schedule ‐ C Schedule ‐D Schedule ‐ E Considerably less than average Complexity
Less than Average Complexity
Average Complexity
More than average
Complexity
Considerably more than average
Complexity Warehouses Student Housing Classroom Buildings Complex Classroom Bldgs. Scientific Research
Parking Structures Office Buildings General Teaching Spaces Libraries Medical Research Garages
Farm Structures Complex Parking Structures
Liquor Stores Clinics
Gymnasia Dinning Facilities
Theaters ‐ no stage Engineering Research
Hospitals Residential Housing Visitor Centers Armories Arenas Museums
Capital Improvement Shop & Maintenance Facilities Nursing Homes Auditoriums ‐ no stage Mental Health Facilities Roofing Projects Care Facilities Medical Schools Prison Facilities
Tenant Improvement Projects Athletic/Fitness Cntr. Specialty Schools Stadiums Mixed‐Use Housing Physically Disadvantaged Emergency Ops Center Public Safety Admin. Adult or Youth Detention Fish Hatcheries Laundry Court Facilities Veterinarian Facilities Capital Improvement Performing Arts Auditorium ‐ w/Stage Projects Medical Clinics Theater ‐ w/Stage Skilled Nursing Data Facilities Recreation Facilities Teaching Labs
Complexity of Scope Complexity of Consultant not included in the complexity of building type Schedule Acceleration
Seismic Upgrade LEED Certification
Programming Master Planning
Feasibility Studies
Commissioning Envelope Commissioning
Envelope Testing Energy Modeling
Site Surveys Geotechnical Surveys
Specialty Consultants Lab Consultants
Complex Landscape Kitchen Consultant
Acoustical Consultant Traffic Consultant
Third Party Schedule Consultant
Third Party Cost Consultant
FF&E Design Branding
IT/AV
Complex Site Conditions
Photo‐realistic Rendering
Additional Energy Measures Historical Renovation
Complex Engineering
Travel
Complexity of consultant and complexity of scope is intended for Development projects only.
STATE OF UTAH
ARCHITECUTRAL PROJECT DESIGN FEE SCHEDULE
Construction Budget Schedule A Schedule B Schedule C Schedule D Schedule E
$49,999 and below 9.90% 10.49% 11.09% 11.68% 12.38% $50,000 to $99,999 9.41% 10.00% 10.59% 11.19% 11.88%
$100,000 to $149,999 9.11% 9.70% 10.30% 10.89% 11.58% $150,000 to $199,999 8.81% 9.41% 10.00% 10.59% 11.29% $200,000 to $299,999 8.51% 9.11% 9.70% 10.30% 10.99% $300,000 to $499,999 8.22% 8.81% 9.41% 10.00% 10.69% $500,000 to $749,999 7.92% 8.51% 9.11% 9.70% 10.40% $750,000 to $999,999 7.62% 8.22% 8.81% 9.41% 10.10%
$1,000,000 to $1,499,999 7.33% 7.92% 8.51% 9.11% 9.80% $1,500,000 to $1,999,999 7.03% 7.62% 8.22% 8.81% 9.50% $2,000,000 to $2,999,999 6.73% 7.33% 7.92% 8.51% 9.21% $3,000,000 to $3,999,999 6.53% 7.13% 7.72% 8.32% 9.01% $4,000,000 to $4,999,999 6.34% 6.93% 7.52% 8.12% 8.81% $5,000,000 to $7,999,999 6.14% 6.73% 7.33% 7.92% 8.61% $8,000,000 to $11,999,999 5.94% 6.53% 7.13% 7.72% 8.42%
$12,000,000 to $14,999,999 5.64% 6.14% 6.63% 7.13% 7.62% $15,000,000 to $19,999,999 5.45% 5.94% 6.44% 6.93% 7.43% $20,000,000 to $24,999,999 5.25% 5.74% 6.24% 6.73% 7.23% $25,000,000 to $29,999,999 5.15% 5.64% 6.14% 6.63% 7.13% $30,000,000 to $34,999,999 5.05% 5.54% 6.04% 6.53% 7.03% $35,000,000 to $39,999,999 4.95% 5.45% 5.94% 6.44% 6.93% $40,000,000 to $49,999,999 4.85% 5.35% 5.84% 6.34% 6.83% $50,000,000 and above 4.75% 5.25% 5.74% 6.24% 6.73%
For renovation projects add to percentage above for the portion that is renovation
0.50%
0.65%
0.75%
0.85%
1.00%
Complexity modifier for renovation is intended for Capital Development Projects only.
EnE fee 5-10k Qualitative Only
8-15k Qualitative Only .05 -.1% .1 - .15% .15 - .22%
BECxA fee 10-20k .1 - .15%* .15 - .2%* .15 - .2%* .2 - .25%*
CxA fee .3 - .5% .5 - .75% .75 - 1% 1 - 1.25%** 1 - 1.5%**
* The minimum fee for the BECxA on these projects will be $15k. If the percentage on the chart = less than $15k, $15k should be used on the CBE.
** This fee included employing analytics on the BAS for the project and 1-2 years of continuous commissioning by the CxA.
HPBS
Consultants Schedule A Schedule B Schedule C Schedule D Schedule E
SCHEDULE OF ENGINEERING PROJECT COMPLEXITY
Schedule ‐A Schedule ‐ B Schedule ‐ C Below Average
Complexity Average
Complexity Above Average
Complexity Average Retaining Walls and Foundations
Average Parks, Marinas and Rec Area's Average Roads and Streets
Average Storm Drain & Sewage Collection Small Dams
Small Bridges Roofing Seismic Upgrade
Water Wells Water Tanks Pump Station Lift Station
Complex Retaining Walls and Foundations Complex Parks, Marinas and Rec Area's
Complex Roads and Streets Complex Storm Drain & Sewage Collection
Large or Complex Small Dams Asymmetric Bridges
Airport with Complex terminal Facilities Capital Improvement Projects **
Sewage & Water Treatment Facilities * Average Telecom Facilities
Electrical & Data Transmission * Solid Waste Disposal
Average Acoustical Design Air Pollution Abatement, Control and Testing
Water Reservoirs Utility Tunnel
Unusual Foundations with Complex Soils Complex Acoustical Design
Complex Mechanical and Electrical Controls * Storm Drain & Sewers ‐ Heavily Urbanized Area
Complex Large Dams Extremely Complex Bridges
Complex Sewage & Water Treatment Facilities * Complex Telecom Facilities *
Complex Utility Tunnels
Complexity of Scope Complexity of Consultant Commissioning Programming Site Surveys
Schedule Acceleration Master Planning Geotechnical Surveys Complex Site Conditions Feasibility Studies Arc/Fault Current Study
Observation and Inspection Specialty Consultants
Seismic Upgrade
These are examples of additional services that are not included in the complexity of schedules A‐C. These services will be negotiated singularly and shall require a separate fee proposal. Complexity of consultant and complexity of scope is intended for Development projects only.
*These types of projects would need systems commissioning (CxA).
**These projects could potentially need either systems or building envelope commissioning services depending on the project.
STATE OF UTAH
ENGINEERING PROJECT DESIGN FEE SCHEDULE
Construction Budget Schedule A Schedule B Schedule C
$49,000 and below 11.88% 12.87% 13.86% $50,000 to $99,999 10.89% 11.88% 12.87%
$100,000 to $149,999 10.40% 11.39% 12.38% $150,000 to $199,999 9.90% 10.89% 11.88% $200,000 to $299,999 9.41% 10.40% 11.39% $300,000 to $499,999 8.91% 9.90% 10.89% $500,000 to $749,999 8.42% 8.91% 9.60% $750,000 to $999,999 7.92% 8.42% 9.11%
$1,000,000 to $1,499,999 7.52% 8.02% 8.71% $1,500,000 to $1,999,999 7.13% 7.62% 8.32% $2,000,000 to $2,999,999 6.93% 7.43% 8.12% $3,000,000 to $3,999,999 6.73% 7.23% 7.92% $4,000,000 to $4,999,999 6.53% 7.03% 7.72% $5,000,000 to $6,999,999 6.34% 6.83% 7.52% $7,000,000 to $11,999,999 6.14% 6.63% 7.33%
$12,000,000 to $19,999,999 5.94% 6.44% 7.13% $20,000,000 to $29,999,999 5.84% 6.34% 7.03% $30,000,000 to $49,999,999 5.74% 6.24% 6.93% $50,000,000 and above 5.64% 6.14% 6.83%
For renovation projects add to percentage above for the portion that is renovation
0.50%
0.75%
1.00%
| I. Purpose |
| II. Background |
| III. Policy |
| IV. Procedures |
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