Attachment C ARP Contract for Designer Services 3.28.24.pdf

MSBA Designer Services ARP v. 3.28.24 Page 1

CONTRACT FOR DESIGNER SERVICES

(MSBA Accelerated Repair Program)

This Contract is made as of this _____ day of _______ in the year __________ between the

(Day) (Month) (Year)

________________________, _________________, ____________, Massachusetts, ________, (Owner) (Street) (City) (Zip Code) hereinafter called “the Owner” and ________________________, _________________, (Designer) (Street)

____________, _________________, ________ hereinafter called the “designer” for the

(City) (State) (Zip Code)

Designer to provide the designer services required to complete the Basic and Extra Services described herein at ______________________________________________________________

(Name/Description of Project)

The Designer shall be compensated by the Owner for Basic Services in accordance with the

Payment Schedule included as Attachment A.

Designer’s Project Architect/Engineer:

The Subconsultants to provide services, either as Basic or Extra Services, to the Designer under this contract may include the following:

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Name of Firm Name of Principal

SDO

Cert.

Structural Engineering

Fire Protection Engineering

Plumbing Engineering

HVAC Engineering

Electrical/Lighting/

Data/Communications

Hazardous Materials

Cost Estimating

Specifications Consultant

Sustainable/Green Design/Renewable Energy Consultant

Code Consultant

Accessibility/Universal Design Consultant

Security Consultant

IN WITNESS WHEREOF, the Owner and the Designer hereby agree to the terms of the Contract and have caused this Contract to be executed by their respective authorized officers or other authorized representatives.

OWNER

(print name)

(print title)

By (signature)

Date

DESIGNER

(print name)

(print title)

By _____________________________________ (signature)

Date ___________________________________

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TABLE OF CONTENTS

PROJECT DESCRIPTION, FEE, AND SIGNATURES

ARTICLE 1 DEFINITIONS

ARTICLE 2 RELATIONSHIP OF THE PARTIES

ARTICLE 3 RESPONSIBILITIES OF THE OWNER

ARTICLE 4 RESPONSIBILITIES OF THE DESIGNER

ARTICLE 5 SUBCONSULTANTS

ARTICLE 6 COMPENSATION

ARTICLE 7 BASIC SERVICES

ARTICLE 8 EXTRA SERVICES

ARTICLE 9 REIMBURSABLE EXPENSES

ARTICLE 10 COMPENSATION AND RESPONSIBILITY FOR CHANGE ORDERS

ARTICLE 11 RELEASE AND DISCHARGE

ARTICLE 12 ASSIGNMENT, SUSPENSION, TERMINATION, NO AWARD

ARTICLE 13 NOTICES

ARTICLE 14 INDEMNIFICATION

ARTICLE 15 INSURANCE

ARTICLE 16 OWNERSHIP OF DOCUMENTS

ARTICLE 17 STATUTORY REQUIREMENTS

ARTICLE 18 MISCELLANEOUS

ATTACHMENT A PAYMENT SCHEDULE

ATTACHMENT B NOT USED

ATTACHMENT C SDO CERTIFIED ENTITIES PARTICIPATION SCHEDULE

ATTACHMENT D LETTER OF INTERNAL CONTROL (DESIGNER)

ATTACHMENT E LETTER FROM CPA ON INTERNAL CONTROLS

ATTACHMENT F FORM OF DESIGNER CONTRACT AMENDMENT

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ARTICLE 1: DEFINITIONS

All terms that this Contract defines may be used with or without initial capital letters. Other terms, abbreviations and references are defined as they appear herein. Words and abbreviations that are not defined in the Contract Documents, but which have recognized technical or trade meanings, are used in accordance with those meanings.

APPLICABLE LAWS – All applicable laws, statutes, ordinances, by-laws, codes, rules and regulations, of the Commonwealth of Massachusetts, its political subdivisions, and the Federal

Government are applicable to the Project.

APPROVAL – A written communication from the Owner approving the work of the current Phase, as identified on Attachment A, or authorizing the Designer to proceed to the next Phase, or approving the scope and compensation for either Extra Services or Reimbursable Expenses.

AUTHORITY – Massachusetts School Building Authority or its authorized representative, created by St. 2004, c. 208.

BASIC SERVICES – The scope of services to be provided by the Designer under this Contract, unless the Contract is otherwise terminated pursuant to Article 12, as described in Article 7 of this

Contract, and as it may be amended pursuant to Article 18.4.

CERTIFICATE OF FINAL COMPLETION – The certificate prepared by the Designer and approved by the Owner to the effect that the Work has reached Final Completion.

CERTIFICATE OF SUBSTANTIAL COMPLETION – The certificate prepared by the

Designer and approved by the Owner to the effect that the Work has reached Substantial

Completion.

CHANGE ORDER – A written instrument prepared by the Designer and signed by the Owner, Owner’s Project Manager, Contractor, and Designer, stating their agreement on a change in the

Construction Contract Documents, including, but not limited to, a change in the Contract Sum and/or Contract Time, and/or any other specification in the Construction Contract Documents.

COMMISSIONING CONSULTANT – A person or firm engaged by the Authority to provide building commissioning services, including advisory services during design, construction, and completion.

CONSTRUCTION CONTRACT DOCUMENTS – The Construction Contract Documents consist of the Owner-Contractor Agreement, Advertisement, Instructions to Bidders, Bidding

Documents, Contract Forms, Conditions of the Contract, Drawings, Plans, Technical

Specifications, all addenda issued prior to execution of the Construction Contract, and other documents approved after execution of the Owner-Contractor Agreement relating thereto.

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CONTRACT – This Contract, inclusive of all Attachments, between the Owner and the

Designer; all written amendments to this Contract; and all Approvals issued pursuant to this

Contract.

CONTRACTOR OR GENERAL CONTRACTOR – The person or firm with whom the

Owner has contracted pursuant to M.G.L. c. 149, §§ 44A-44M to perform the construction for this Project.

CONTRACTOR APPLICATION AND CERTIFICATE FOR PAYMENT – The form prescribed by the Owner which contains the Contractor’s application or requisition for periodic or final payment for Work performed in accordance with the Construction Contract Documents and the Designer’s certificate for payment as approved by the OPM and the Owner.

DESIGNER – The individual, corporation, partnership, sole proprietorship, joint stock company, joint venture or other entity identified as such on page one of this Contract performing architecture, landscape architecture, and/or engineering services under this Contract and which meets the qualifications set forth in M.G.L. c. 7C § 44.

DESIGNER SERVICES – The services to be performed by the Designer and its Subconsultants under this Contract, including developing and providing all data, designs, drawings, specifications, and estimates required for the Project.

DISTRICT – see “OWNER.”

EXTRA SERVICES – Services requested by the Owner to be performed by the Designer, but which are additional (or "extra") to the services performed as Basic Services.

FEE FOR BASIC SERVICES – The fee to be paid to the Designer for satisfactorily performing the Basic Services required under this Contract, exclusive of the compensation to which the Designer may be entitled pursuant to Articles 8 (Extra Services) and 9 (Reimbursable

Expenses).

FINAL COMPLETION – The Work has been completed in accordance with the Construction

Contract Documents and the educational specifications, schematic plans and drawings, and the

Project Funding Agreement approved by the Authority.

FINAL REQUEST AND CERTIFICATE FOR REIMBURSEMENT – The form prescribed by the Authority which contains the certification of the Designer, OPM, and the Owner certifying that the Project has reached Final Completion.

GENERAL LAWS – The Massachusetts General Laws as amended, including any rules, regulations, and administrative procedures implementing said laws.

GUIDELINES AND STANDARDS – Documents published by the Authority including regulations and procedures that supplement the tasks of Designers contracting with Owners for

MSBA Designer Services ARP v. 3.28.24 Page 6 projects receiving any funding from the Authority, as they may be amended from time to time by the Authority.

MATERIALS – The designs, drawings, project manual specifications, and other materials prepared by the Designer as defined in Article 16.1.

MBE/WBE/VBE/SDVOBE – A minority business enterprise (MBE), a women business enterprise (WBE), a veteran business (VBE), or a service-disabled veteran-owned business

(SDVOBE) certified by the Supplier Diversity Office (SDO) in accordance with M.G.L. c. 7.

NOTICE TO PROCEED – The written communication issued by the Owner to the Contractor authorizing him to proceed with the construction contract and establishing the date for commencement of the contract time.

OWNER – The entity identified as such on page one of this Contract, or its authorized representative, that is the owner of the property that is the site of the Project, or has or will have exclusive control over the site for at least the duration of the useful life of the school facility that is the subject of the Project, and is responsible for administering this Contract.

OWNER-CONTRACTOR AGREEMENT or OWNER – GENERAL CONTRACTOR

AGREEMENT – The contract between the Owner and one or more General Contractors and/or goods or services providers for construction of a whole or part of the Project, including approved change orders.

OWNER’S PROJECT MANAGER or OPM – The individual, corporation, partnership, sole proprietorship, joint stock company, joint venture, or other entity with whom the Owner has contracted to perform the Project Management Services for this Project, and who meets the qualifications of M.G.L. c. 149, § 44A ½ and has been approved by the Authority.

PHASE – A distinct portion of the work of this Contract and its associated duration, as identified on Attachment A. Prior Approval to proceed for each Phase is required from the Owner.

PRINCIPALS – The owner(s) and/or officer(s) of the Designer or Subconsultant who are in responsible charge of the Project.

PROJECT – All work that pertains to the study, planning, programming, design, construction, reconstruction, installation, demolition, maintenance, and repair, if any, as described in the

Project Funding Agreement.

PROJECT ARCHITECT AND/OR PROJECT ENGINEER – The individual designated by the Designer as its Project Architect or Project Engineer. Such Project Architect or Project

Engineer shall be a registered architect, engineer, or landscape architect as required by the Request

For Designer Services, shall be the person who shall oversee the performance of all services provided on the Project, and shall be certified in the Massachusetts Certified Public Purchasing

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Official Program as administered by the Inspector General of the Commonwealth of

Massachusetts.

PROJECT CONSTRUCTION BUDGET – That portion of the Total Project Budget that enumerates the cost of constructing the Project inclusive of all designed construction, demolition, and renovation work, all supportive and preparatory construction work required for the Project, the General Contractor and all subcontractors, suppliers, materials, equipment, general conditions, insurance, overhead, and profit, and all other expenditures that are ordinarily considered as construction cost allocations. The Project Construction Budget includes the design contingency, bidding contingency, and price escalation contingency, as appropriate to the phase of the Project.

PROJECT FUNDING AGREEMENT – The Project Funding Agreement described in the 963

CMR 2.02 and executed by the Authority and the Owner.

PROJECT SCHEDULE – A complete list of all activities, time, and sequence required to complete the Project, as defined in the Project Funding Agreement.

RECORD DRAWINGS – The drawings prepared by the Designer and its Subconsultants pursuant to Article 7 of this Contract which incorporate the design changes made during the construction period and which incorporate information on the marked-up prints, as-built drawings and other data furnished by the General Contractor and any subcontractors.

REIMBURSABLE EXPENSES – Costs and expenses incurred by the Designer that are reimbursable pursuant to the provisions of Article 9 of this Contract.

STANDARD OF CARE – The generally accepted professional standard of care ordinarily used by design professionals performing a similar scope of services in the same geographic area on projects of comparable size and complexity.

SUBCONSULTANT – The Subconsultants listed on page 2 of this Contract, together with any additional Subconsultants engaged by the Designer from time to time, which shall be an individual, company, firm, or business having a direct contractual relationship with the Designer, who provides services on the Project.

SUBCONTRACTOR – The person or entity having a direct contractual relationship with the

Contractor, who has the contract to perform the construction of the Project, except as otherwise specifically provided or required herein or by law. Subcontractor, when used, also means “Trade

Contractor” except when otherwise specified.

SUBSTANTIAL COMPLETION – The Work, as evidenced by the Certificate of Substantial

Completion, is fully complete or substantially complete so that the value of the Work remaining to be done is, in the estimate of the Owner, less than one percent of the original contract price, or the Contractor substantially completes the work and the Owner takes possession for occupancy, whichever occurs first.

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TOTAL PROJECT BUDGET – A complete and full enumeration of all costs of the Project, as defined in the Project Funding Agreement.

TRADE CONTRACTOR – A subcontractor having a direct contractual relationship with a

Contractor to perform one or more so-called sub-bid classes of work listed in M.G.L. c.149, §44F, and any other sub-bid classes of work selected by the Owner for the Project in accordance with the provisions of either M.G.L. 149, §44F(1)(a) or M.G.L. c. 149A, §8(a).

WORK – The entire construction required to be furnished under the Construction Contract

Documents. Work includes performing and furnishing any and all services, obligations, duties, responsibilities, labor, materials, equipment, temporary facilities, and incidentals necessary to complete the construction assigned to, or undertaken by the Contractor pursuant to the

Construction Contract Documents.

ARTICLE 2: RELATIONSHIP OF THE PARTIES

2.1 The Owner’s Project Manager shall act as an independent contractor of the Owner in providing certain project management services required for the Project except where the

OPM is an existing public employee of the Owner as described in M.G.L. c. 149, § 44A1/2.

2.2 The Designer is solely responsible for providing the design for the Project and for performing in accordance with this Contract.

2.3 The Contractor shall be solely responsible for construction means, methods, techniques, sequences and procedures, the Contractor’s schedules, and for safety precautions and programs in connection with the Project and for performing in accordance with the Owner-

Contractor Agreement. The Designer shall be responsible for the Designer’s negligent acts or omissions but shall not have control over or charge of acts or omissions of the

Contractor, Subcontractors, or the agents or employees of the Contractor or Subcontractors, the Owner’s Project Manager, the Authority or its Commissioning Consultant or other technical consultants.

2.4 Nothing in this Contract shall be construed as an assumption by the Designer of the responsibilities or duties of the Contractor or the Owner’s Project Manager. It is the intention of the parties that the Designer’s services shall be rendered in a manner compatible with and in coordination with the services provided by the Owner’s Project

Manager and the Commissioning Consultant. It is not intended that the services of the

Designer and the Owner’s Project Manager or the Commissioning Consultant be competitive or duplicative, but rather complementary. The Designer shall be entitled to rely upon the Owner’s Project Manager, Commissioning Consultant, and Contractor for the proper performance of their obligations pursuant to their respective contracts with the

Owner.

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ARTICLE 3: RESPONSIBILITIES OF THE OWNER

3.1 The Owner shall have the right to approve the Designer’s work.

3.2 The Owner shall designate an individual who shall have the authority to act on behalf of the

Owner under this Contract and who shall be responsible for day-to-day communication between the Owner and the Designer.

3.3 Upon satisfactory completion of services performed, the Owner shall make payments to the

Designer as provided in Articles 6, 7, 8, 9, 10, and 11.

3.4 To the extent such data is available, the Owner shall furnish to the Designer existing surveys of the site, building plans, borings, test pits, structural, mechanical, chemical, or other test data, tests for air and water pollution and for hazardous materials, photographs, reports, and utility information. The Designer shall be entitled to reasonably rely upon the sufficiency and accuracy of the information furnished to the Designer under this Article 3.4 and under

Article 4.11, provided that the Designer shall coordinate its services with the services of the

Owner’s consultants and shall notify the Owner in writing of any deficiencies in such data of which the Designer becomes aware.

3.5 Except as otherwise provided in this Contract, or when direct communications have been specially authorized, the Owner shall endeavor to communicate with the Contractor and the

Designer’s consultants through the Designer about matters arising out of or relating to the

Construction Contract Documents. The Owner shall promptly notify the Designer of any direct communications that may affect the Designer’s services.

3.6 The Owner shall provide the Designer access to the Project site prior to commencement of the Work and shall obligate the Contractor to provide the Designer access to the Work wherever it is in preparation or progress.

3.7 If the Owner requests the Designer to execute any certificates that are not readily available as of the effective date of this Contract, the proposed language of such certificates shall be submitted to the Designer for review at least 14 days prior to the requested dates of execution. The Designer shall not be required to execute certificates or consents that would require knowledge, services, or responsibilities beyond the scope of this Contract.

3.8 The Owner shall deliver to the Designer in a timely manner written copies of all Approvals required by this Contract. If Approval is withheld, the Owner shall notify the Designer in a timely manner, in writing, why such Approval is being withheld.

3.9 The Owner shall not unreasonably withhold, delay, condition, or deny any approval, acceptance, or consent required under this Contract, including any Approval.

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ARTICLE 4: RESPONSIBILITIES OF THE DESIGNER

4.1 The Designer shall perform the Designer Services in accordance with the requirements of this Contract, and in accordance with the Standard of Care. The Designer shall exercise due care and diligence in the rendition of all services under this Contract in accordance with such professional standards and shall exercise the Standard of Care to provide the services required under this Contract in conformity with all Applicable Laws.

4.2 The Designer shall be responsible for the Designer Services including any changes to such

Services that may be required in accordance with this Contract. The Designer shall furnish appropriate competent professional services for each of the Phases in accordance with the

Standard of Care. Any changes, corrections, additions, or deletions requested by the

Owner and the Authority shall be incorporated into the design of the Project unless detailed objections thereto are issued in writing by the Designer, subject to Article 7.8.2. Nothing herein shall be construed as an assumption by the Owner or the Authority of the responsibilities or duties of the Designer.

4.3 The Designer Services shall be performed as expeditiously as is consistent with orderly progress of the work, consistent with the agreed upon project design schedule as established under Article 7.4.2 and as it may thereafter be amended by the parties from time to time. In the event of delays due to causes outside of the Designer’s control, the project design schedule may be extended as necessary, and Designer’s compensation may be equitably adjusted pursuant to Article 6.6 to the extent that Designer incurs additional direct costs caused by the delay. Time is of the essence for the duration of this Contract.

4.4 The Designer shall provide the scope of services required by this Contract, as described in more detail in Attachment A and B.

4.5 The Designer shall comply with the terms and conditions of all project agreements executed between the Owner and the Authority and any and all administrative directives issued by the Authority, now in effect or hereafter promulgated during the term of this

Contract, without any additional compensation, that are applicable to Designer’s Services under this Contract and that have been provided or are readily available to Designer prior to such Services being performed. The Owner shall reasonably compensate the Designer for complying with any term or condition of a project agreement executed between the Owner and the Authority or any administrative directive issued by the Authority, that was not provided to or was not readily available to the Designer prior to such Services being performed and that materially impacts the Designer’s scope or other aspect of its Services, Fee, schedule, or any obligations and responsibilities under this Contract.

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4.6 The Designer acknowledges the importance that the Owner attributes to the abilities and qualifications of the key members of the Designer’s team, including Subconsultants, and the continuity of key members’ participation in the services to be provided under this Contract.

This Contract has been entered into in reliance on the Designer’s representation that the individuals, consultants, assignments, and responsibilities will be maintained throughout the duration of this engagement. No substitution or replacement of individuals or change in the

Subconsultants, listed on page2 of this Contract, shall take place without the prior written approval of the Owner, except when necessitated by causes beyond the Designer’s control

(such causes shall include if an individual leaves or is no longer associated with the

Designer’s firm). If the Designer proposes to replace one of the members of the Designer’s team, the Designer shall propose a person or consultant with qualifications at least equal to the person or firm the Designer proposes to replace. The Owner shall have the right to approve any substitution or replacement or change in status for the persons or Subconsultants listed on page 1-2 of this Contract and such approval shall not be unreasonably withheld. At the request of the Owner, the Designer shall consult with the Owner to resolve any situation in which the Owner determines that a member of the Designer’s team is failing to perform services in an acceptable manner to the Owner. The Owner shall have the right to direct the removal of any such person or consultant. The Owner shall work in good faith with the

Designer to resolve any material problems identified by the Owner in writing regarding the performance of the Designer’s obligations under this Contract. No act or omission of the

Owner made or permitted under this Article shall relieve the Designer of its responsibility for the performance of the services specified in this Contract.

4.7 The Designer shall compile and distribute a job directory which includes all names, addresses, phone numbers, and e-mail addresses of the representatives of the Designer and their

Subconsultants. This shall be distributed upon commencement of the services and shall be updated and redistributed as project participants and/or contact information change.

4.8 The Designer shall employ at all times adequate professional and support personnel with requisite expertise and adequate numbers to assure the complete, timely performance of the obligations of the Designer. The Designer shall acquaint its employees and Subconsultants with all provisions of the General Laws governing public construction projects, including but not limited to, M.G.L. c. 149, and M.G.L. c. 30, that are relevant to the performance of

Designer’s obligations under this Contract. When directed by the Owner, the Designer shall fully cooperate with the Owner in obtaining the Criminal Offender Record Information (CORI) of the Designer and its employees and of any Subconsultants and their employees in accordance with the provisions of M.G.L. c. 71, § 38R, M.G.L. c. 6, §§ 167-178B (the so-called CORI Law), any other applicable law, and District policy. All contracts between the

Designer and each Subconsultant shall include appropriate provisions requiring the

Subconsultant to fully cooperate with the Owner in obtaining the Criminal Offender Record

Information (CORI) of the Subconsultant and its employees as aforesaid. Designer shall also

MSBA Designer Services ARP v. 3.28.24 Page 12 fully cooperate with Owner in obtaining any other out-of-state criminal record information, if applicable, pursuant to relevant state or federal laws.

4.9 The Designer shall be and shall remain liable to the Owner for all damages incurred by the

Owner as a result of the failure of the Designer or its Subconsultants to perform in conformance with the terms and conditions of this Contract.

4.10 Design Within the Project Construction Budget

4.10.1 The Designer shall prepare cost estimates for the Project as described in Article 7 of this Contract. The cost estimates shall be considered Basic Services and the Designer is not eligible for any additional compensation for preparing the same. The format for cost estimates shall be in accordance with the requirements of the Authority.

4.10.2 The Designer shall produce a design for the Project meeting the requirements of the scope of work incorporated within the Project Construction Budget of the Total

Project Budget, as defined in Article, provided that the Designer shall be permitted to recommend to the Owner such adjustments to the Project’s design, consistent with the

Project Funding Agreement, as the Designer reasonably believes may be required to adhere to the Project Construction Budget. In the event the Designer’s cost estimate for the Project (as reconciled in accordance with the provisions of this Contract) exceeds the Project Construction Budget, the Owner may require the Designer to revise the design, drawings, and specifications to keep the cost estimate for the

Project within the Project Construction Budget. The Designer shall not be entitled to extra compensation for making such revisions to contain costs within the Project

Construction Budget.

4.10.3 In a Project constructed pursuant to M.G.L. c. 149, §§ 44A-44M, if the Project

Construction Budget is exceeded by the lowest bona fide, responsible bid by any amount, the Owner shall direct the Designer to review and compare the Project

Construction Budget with the bids received to identify the variances. Upon completion of this review and submission of the Designer’s report to the Owner and

Authority, the Owner shall, with the approval of the Authority:

(a) direct the Designer to revise the Project scope and quality as required to reduce the estimated construction costs to be within the Project Construction Budget; or

(b) give written approval to the Designer of an increase in the Project Construction

Budget; or

(c) authorize rebidding of the Project within a reasonable time; or

(d) terminate this Contract in accordance with Article 12.3; or

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(e) implement any other mutually accepted alternative that the Owner and the

Designer may agree on.

4.10.4 (a) If the Owner chooses to proceed under Article 4.10.3(a), the Designer and its

Subconsultants, without receiving additional compensation, except if fewer than three bona fide, responsible bids were received (in the case of a Project constructed pursuant to M.G.L. c. 149, §§ 44A-44M) or if 4.10.5(b) and/or (c) applies, shall cooperate in revising the designs, drawings, and specifications as may be required to reduce or modify the quality or scope or both, of the Project so that they will comply with the Project Construction Budget as approved at the conclusion of the

Construction Documents Phase or as amended. Upon completion of these revisions, the Designer shall also be required to produce a revised cost estimate demonstrating that the estimated cost of the Project does not exceed the Project

Construction Budget. Revising the designs, drawings, and specifications and updating the cost estimate shall be the sole obligation on the part of the Designer with respect to 4.10.3(a);

(b) If the Owner elects to proceed with revisions that significantly increase the complexity either of the Construction Contract Documents themselves or the

Construction Administration Phase services that the Designer will have to provide, then the Designer shall be entitled to an equitable adjustment in its Fee to reflect the impact on its services;

(c) If the bid or proposal referenced in 4.10.3 or 4.10.4 above was submitted on a date that is more than three (3) months after approval of the Construction Contract

Documents then such revisions shall be Extra Services.

4.10.5 The Designer must receive written approval of the Owner and the Authority before the

Project Construction Budget shall be considered amended.

4.11 Additional Tests and Surveys: The Designer shall be responsible under Article 7 for reviewing the surveys, investigations, testing, and reports completed by the Owner and as provided under Article 3.4, and determining the types of additional or expanded surveys, investigations, or testing required for the Project. Additional or expanded surveys, investigations, or testing required for the Project shall be provided by qualified specialty

Subconsultants as necessary. Both the types of services and the Subconsultants shall be approved by the Owner. See Article 8 regarding Extra Services.

4.12 Commissioning Consultant:

(a) The Authority may engage the services of a Commissioning Consultant to provide building commissioning services, including advisory services, during design, construction, and completion of the Project. Commissioning activities may start

MSBA Designer Services ARP v. 3.28.24 Page 14 from the Schematic Design Phase and continue through preparation of construction documents, bidding, construction, close-out, and warranty period.

(b) The Designer and its Subconsultants shall collaborate with the Authority’s

Commissioning Consultant to develop design criteria to support the purposes of building commissioning and energy/resources conservation concepts as commonly understood and as prescribed by the Commissioning Consultant.

(c) The Commissioning Consultant may review and provide input on the development of the design documentation including design intent, basis of design, commissioning specifications, sequences of operation, and testing requirements as prepared by the Designer. Any changes, corrections, additions, or deletions requested by the Commissioning Consultant to which the Designer makes no objection shall be incorporated into the design of the Project as part of

Basic Services.

ARTICLE 5: SUBCONSULTANTS

5.1 The Designer may engage Subconsultants, subject to the prior written approval of the

Owner and subject to Article 9.3, in order to perform services under this Contract. If

Subconsultants are engaged, the person responsible for, and in control of, the Subconsultant services to be provided must be professionally registered or licensed in Massachusetts in the necessary disciplines for the services if such registration or licensing is required under the applicable General Laws. The engagement of Subconsultants shall not in any way relieve the Designer from its duties and responsibilities for its work, including, without limitation, coordinating all Designer Services furnished under this Contract by the

Subconsultants.

5.2 Upon request, the Designer shall provide the Owner with copies of its agreements with

Subconsultants, including any amendments thereto and copies of the Subconsultant’s applicable certificates of insurance.

5.3 No substitution of Subconsultants and no use of additional Subconsultants or assignment of services shall be made without prior written approval of the Owner, which approval shall not be unreasonably withheld.

ARTICLE 6: COMPENSATION

6.1 For the satisfactory performance of all services required pursuant to this Contract, excluding those services specified under Articles 8 and 9, the Designer shall be

MSBA Designer Services ARP v. 3.28.24 Page 15 compensated by the Owner in the amounts specified in Attachment A as that Fee may be amended by written amendment to this Contract.

6.2 When the Designer receives payment from the Owner, the Designer shall promptly make payment to each Subconsultant whose work was included in the work for which such payment was received unless payment has been theretofore made. The Owner shall have the contractual right to investigate any breach of performance of a Subconsultant and to initiate corrective measures it determines are necessary and in the best interest of the Owner. All contracts between the Designer and its Subconsultants shall include a provision in which the

Owner’s rights to initiate corrective action shall be stipulated.

6.3 Payment Schedule:

6.3.1 Payments for Basic Services shall be made monthly and, where applicable, shall be in proportion to services performed within each Phase. The amount of fees attributable to each Phase shall be as set out in the schedule in Attachment A. Payment for approved

Reimbursable Expenses and/or Extra Services shall be made monthly upon receipt of an approved invoice from the Designer.

6.3.2 The Owner shall make payments to the Designer within 30 days of the Owner’s approval of an invoice from the Designer. The Owner’s payment for any services provided under this Contract shall not be construed to operate as a waiver of any rights under the Contract or any cause of action arising out of performance of the

Contract. The Owner shall not withhold payments to offset costs alleged to have been incurred by the Owner on account of allegedly negligent acts, errors, or omissions unless the Designer agrees or has been found liable for specific amounts in a binding agreement or court judgment, or unless the Designer fails to maintain the professional liability insurance required under Articles 15.7.1 and 15.7.2. The Owner may withhold approval of invoice items the Owner reasonably believes have not been performed in accordance with this Contract, including adjustments to payment amounts in instances where required submittals to the Authority may be found to be missing or incomplete. If Owner and Designer continue to disagree, the disagreement shall be immediately submitted to mediation in accordance with Article 18.5(b).

6.4 Installment Payments During Construction Administration Phase:

6.4.1 During the Construction Administration Phase, the Designer shall be paid the Fee for

Basic Services stipulated in Attachment A.

6.4.2 Payments to the Designer during the Construction Administration Phase shall be made in equal monthly installments for the duration of the Construction

Administration Phase. The amount of each payment shall be determined by dividing

95% of the fee for the Construction Administration Phase, as stipulated in Attachment

A, by the number of months between the Notice to Proceed and the scheduled

MSBA Designer Services ARP v. 3.28.24 Page 16 issuance of the Certificate of Substantial Completion, as indicated in the Project

Schedule approved by the Owner. The Designer shall be entitled to Extra Services in accordance with Article 8.3 if the Project is delayed beyond the 60-day period described in Article 8.3 for reasons beyond the control of the Designer.

6.5 Final Installment: The Designer shall be paid the unpaid balance of the fee for Completion

Phase, as stipulated in Attachment A (as that fee may be amended), upon compliance with the following requirements:

6.5.1 Execution of the Final Request and Certificate for Reimbursement. In cases where a

Certificate of Partial Release of Retainage is approved, the Designer shall be paid up to an amount commensurate with the percent of retainage released until a Final

Request and Certificate for Reimbursement is approved; and

6.5.2 Delivery by the Designer to the Owner of the Record Drawings required by this

Contract; and

6.5.3 Verification of payment to SDO certified Subconsultants (MBE/WBE/VBE/SDVBE) or Subconsultants identified on Attachment C and as required by Article 17.4; and

6.5.4 A written evaluation of the General Contractor by the Designer from which the

Owner shall be able to complete its submission of the Contractor Evaluations as required by M.G.L. c.149 § 44D(7).

6.5.5 In the event the Designer is unable to comply with Articles 6.5.1 and 6.5.2 above due to reasons beyond the Designer’s control, as determined by the Owner, Final

Installment shall not be unreasonably withheld or delayed beyond 60 days after the date of Final Completion, provided that the Designer has complied with all other requirements.

6.6 Substantial Change:

6.6.1 If there is a substantial change in the services to be provided by the Designer under this Contract, the Designer and the Owner will mutually agree to a written amendment describing the services and an amended Fee for Basic Services to reflect the change and reasonable cost of such change. Such changes shall be designated on

Attachment F and shall be executed by the Designer and the Owner.

6.6.2 Should the Designer and the Owner be unable to negotiate a mutually acceptable amendment to the Fee for Basic Services when there has been a substantial change in the specified services, the Owner shall unilaterally and promptly determine, in good faith and supported by a written explanation in sufficient detail, a reasonable maximum dollar amount for the services as amended and process payments to the

Designer subject to said maximum amount, until an amendment to the Fee for Basic

Services for such change is set by later agreement between the parties, provided that the Designer’s acceptance of such payments shall not be considered a waiver by the

Designer of its right to pursue a claim for additional compensation related to the change in services, and provided that such disagreement shall be immediately submitted to mediation in accordance with Article 18.5(b). In no event shall the

MSBA Designer Services ARP v. 3.28.24 Page 17

Designer stop work under this Contract due to a disagreement with the Owner regarding an amendment in the Designer’s Fee for Basic Services, provided that the

Owner complies with its payment obligations under this Article 6.6.

6.6.3 Notwithstanding the foregoing, the amendment to this Agreement described in Article

7.4.8 shall be negotiated and executed by both parties prior to the start of the subsequent Phase.

ARTICLE 7: BASIC SERVICES:

Basic Services include, but are not limited to, verification of existing record information including preparing measured drawings, details and general existing conditions, cost estimating, architecture, mechanical, electrical, plumbing, fire protection, structural, basic environmental permitting, fire alarm, any specialty consultants for sustainable / renewable energy design

(LEED-S/NE-CHPS), specifications, code compliance, accessibility/universal design, energy evaluations, detailed cost estimates, and other design and consulting services incidental and required to fulfill the project goals.

7.1 The Designer shall discuss with the Owner and the Authority the requirements for each

Phase before beginning work on that Phase.

7.2 The Owner and the Authority will promptly review and approve the Designer’s submittals.

Upon completion of its review, the Owner shall promptly and in writing:

(a) approve the submittal as made; or

(b) approve that part of the submittal that is acceptable and reject the remainder; or

(c) reject the submittal; or

(d) require the Designer to submit additional information or details in support of its submittal.

7.2.1 The description of Designer Services required during the various Phases as described hereinafter may include specification of the number of submittals the Designer will be required to make and estimate the approximate number of meetings that the Designer will be required to prepare for and attend during each Phase.

7.2.2 As a part of Basic Services, the Designer shall provide four copies of each submittal to the Owner, and one hard copy and one electronic copy of each submittal to the

Authority. Drawings submitted to the Authority shall be reproduced at half full size. A graphic scale shall be placed upon all such drawings prior to construction documents phase submittals. If the Designer is required to make submittals in excess of the number specified, or if the Designer is required to prepare for and attend meetings in

MSBA Designer Services ARP v. 3.28.24 Page 18 excess of the number specified for a Phase, the Designer shall be entitled to compensation for Extra Services, provided, however, that the Designer shall not be entitled to such compensation if and to the extent the Owner or the Authority shall have reasonably determined that the additional submittals or the additional meetings were required due to either the Designer's lack of preparation, or other fault due to deficiencies or omissions in documents prepared by the Designer.

7.2.3 All document submittals shall be in the form of neatly bound printed material and delivered to the location or locations as indicated by the Owner and Authority. One or more document submittal components may be submitted in an approved electronic format, subject to specific authorization by the Owner and/or Authority.

7.2.4 Electronic Submittals: The Designer shall submit electronic copies on compact disks, thumb drives, or other approved electronic storage devise for all required submissions of Deliverables called for by this Contract (“Electronic Submittals”). All Electronic

Submittals shall be deemed to be Materials that are subject to all provisions of Article

16. The Electronic Submittals shall be provided in a format as approved by the Owner and Authority and as follows:

(a) All drawings shall be provided in pdf format or other industry-standard format as approved by the Owner and acceptable to the Authority. Electronic file naming convention shall be acceptable to the Owner.

(b) All other documents shall be provided in pdf format, Microsoft Word, Excel, Project, or PowerPoint, as applicable to the particular submittal.

(c) All submittals shall be labeled identifying project name and number, file name, drawing title, software, and release. The Owner reserves the right to require the Designer to provide all electronic media as may be required at any time during the duration of this Contract due to technology upgrades and/or changes to the electronic systems used by the Owner or Authority, provided that if such requirement demands that the Designer purchase new software or train existing employees for the application of media or software such costs shall be a Reimbursable

Expense but only to the extent that such purchase of new software or training of existing employees is unique or exclusive to the particular requirements of the Owner or the Authority for this particular Project.

The Designer’s compliance with the terms of this Article shall be performed as part of the Basic Services under the Contract, and the

Designer shall not receive any additional compensation for providing the

Electronic Submittals, (including but not limited to conversions or copies of software), except as specified herein. The Designer shall not be responsible for any use of Electronic Submittals on hardware or software for which it was not intended.

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7.2.5 In reviewing and preparing all documents for evaluation as part of the

Schematic Design and/or any other design phase for which the Designer may be authorized, the Designer shall determine gross area and net areas in the following manner in order to maintain uniformity in computation and consistency of both gross and net square foot areas of buildings:

Gross Area: The area included within the outside faces of the exterior walls for all stories. Custodial areas such as janitor closets, building maintenance and building employees’ locker rooms, circulation areas such as corridors, lobbies, stairs, and elevators, and mechanical areas such as those designated to house mechanical and electrical equipment, utility services, and non-private toilets shall be considered as part of the gross area, but not part of the net area.

Net Areas: In general, those areas which have a specific assignment and functional program use as determined by the facility, including, but not limited to, areas such as cafeterias, auditoriums, libraries, administrative and classrooms. These shall be measured from the inside finish of permanent outside walls to the inside finish of corridor walls, and to the inside finish of intermediate partitions.

7.3 Intentionally Omitted

7.4 Schematic Design Phase:

7.4.1 Upon receipt of an Approval to proceed to Schematic Design Phase, the

Designer shall meet with the Owner to arrive at a mutual understanding of the requirements of the Schematic Design Phase approved in writing by the

Owner and the Authority.

7.4.2 The Designer shall submit a proposed design work plan pursuant to this

Contract including anticipated tasks and submittals. The Designer shall also submit to the Owner a proposed schedule modified as required by any subsequent schedule changes or delays outside of Designer’s control. The schedule shall contain dates for submittals, deliverables, actions, milestones, design workshops, meetings, and the critical path through all design service activities. It shall include time for the Owner's and the

Authority's review and approval of submittals and for necessary submissions for permits in connection with the Project. The work plan shall also include a work plan schedule of values consistent with Attachment A, which shall be the basis for which payments of the Fee for Basic Services within each Phase shall be made. The work plan schedule of values shall identify deliverables within each Phase and percentages of the phase fee payable upon completion of such deliverable. When approved by the

Owner as provided in Article 7.4.8, the work plan schedule of values shall

MSBA Designer Services ARP v. 3.28.24 Page 20 govern the timing of payments of the Fee for Basic Services upon completion of deliverables within each Phase and as each Phase progresses.

7.4.3 The Designer shall conduct the following: Prepare a preliminary evaluation of proposed solutions to be studied pursuant to a process of evaluating options and their relative feasibility and cost; collect and study all available drawings, reports, maintenance reports, and other existing data pertaining to the Project; conduct a thorough on-site review of conditions relating to the

Project; assure that the proposed solutions comply with all applicable codes and regulations, including any special design standards supplied by the

Authority and its Commissioning Consultant; and meet with local building officials to identify and confirm applicable standards, codes, and any project specific criteria.

7.4.4. The Designer shall develop the preferred solution to a full schematic design level. Schematic design level documentation shall incorporate Owner and

Authority comments and shall include each of the following:

(a) Site Survey(s) and Environmental Assessment(s) – review the Site

Survey(s) and Environmental Assessment(s) described in Article 3.4 and make any recommendations as may be required to complete the project site design.

(b) Code Analysis - determine the impact of all applicable federal, state, regional, and local codes, regulations, and ordinances, including a listing of permitting and other regulatory filing requirements. Develop design criteria and a written report to assure compliance with the

Massachusetts Stretch Energy Code and the International Energy

Conservation Code. Demonstrate compliance with technical criteria as applicable for Project work scope.

(c) Utility Analysis - based on a review of the information provided in the

Site Survey, determine the availability and capacity of all required building utilities.

(d) Specific to roof projects, narrative shall address utility impacts resulting from making the roof solar ready.

(e) Building Information Modeling - creation of a Building Information

Model and quality control documents.

(f) Accessibility - an analysis of the design's compliance with the

Americans with Disabilities Act (ADA) and the Massachusetts

Architectural Access Board requirements (MAAB).

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(g) Building Systems Descriptions - describe in narrative and on schematic plans basic information relative to:

1. Building Structure - a written narrative of the design approach for any proposed changes and/or modifications to the structural systems including discussion of the feasible options for new work and equipment loads.

2. Specific to roof projects – narrative shall address structural impacts resulting from making the roof solar ready.

3. Plumbing and HVAC - written narratives of the basic systems and proposed energy source(s) and a life cycle cost analysis pursuant to the criteria of M.G.L. c. 149 § 44(m). Provide schematic plans indicating basic distribution concepts and the location of major equipment items such as boilers, heat pumps, water heaters, cooling towers, chillers, air handling…