Attachment_J__Draft_Service_Agreement_2025_RFQu__Architect_Contract_rlb.pdf

Agreement Between Owner and Architect/Engineer The School Board of Seminole County, Florida

Attachment “J” - Draft Service Agreement - Sample

AGREEMENT BETWEEN OWNER AND ARCHITECT/ENGINEER

Milwee Middle School Renovation Project

#25260097RFQu-JAM The School Board of Seminole County, Florida

THIS AGREEMENT

made this , by and between the School Board of Seminole County, Florida, a body corporate existing under the laws of the State of Florida, herein after called the “Owner,” and, XXX Architects, hereinafter called the “Architect,” for the Sanford Middle School New Dining & Renovation Project.

(Architect Contact: name – (phone number)

WHEREAS, the Owner intends to build and construct the project described in Section 1.

This Agreement is a result of Request for Statement of Qualifications #25260097RFQu-JAM and represents the entire and integrated agreement between the Owner and Architect and supersedes all prior negotiations, representations, or agreements, either written or oral. This Agreement may be amended only by a written instrument signed by both Owner and Architect. This Agreement is comprised of thirteen

(13) Sections. Each of said Sections consists of numbered paragraphs. The Section numbers, the general subject matter of the Sections, and numbers of the pages hereof where said Sections begin are as follows:

SECTION NUMBER GENERAL SUBJECT MATTER OF SECTION PAGE NUMBER

1 PROJECT INFORMATION AND REQUIREMENTS 2

SIGNATURE PAGE 3

2 ARCHITECT’S RESPONSIBILITIES 4

3 SCOPE OF BASIC SERVICES 5

4 BASIS OF COMPENSATION 28

5 PAYMENTS TO THE ARCHITECT 29

6 ADDITIONAL SERVICES 32

7 OWNER'S RESPONSIBILITIES 33

8 CONSTRUCTION BUDGET 34

USE OF ARCHITECT'S DRAWINGS,

SPECIFICATIONS, AND OTHER DOCUMENTS 35

10 CLAIMS AND DISPUTES 35

11 TERMINATION, SUSPENSION OR ABANDONMENT 36

INDEMNIFICATION, INSURANCE AND SPECIAL

PROVISIONS 36

13 PERIOD OF SERVICE 38

Exhibit A ARCHITECT PROPOSAL 39

Exhibit B GENERAL TERMS AND CONDITIONS OF THE

CONTRACT FOR CONSTRUCTION MANAGEMENT

Exhibit C CHANGE ORDER FORM 41

Exhibit D ADDITIONAL SERVICES RATE SCHEDULE 42

Exhibit E APPLICATION FOR PAYMENT FORM 43

Exhibit F TRUTH IN NEGOTIATION CERTIFICATE 44

NOW, THEREFORE, the Owner and the Architect, for the considerations hereinafter set forth, agree as follows:

SECTION 1

PROJECT INFORMATION AND REQUIREMENTS

This Section relates to information and requirements for a particular project and provided to summarize in one location, a Project description, requirements, and details specific to the Architect’s Scope of Work.

1.1 Description of Project

SCPS Project No.: #25260097RFQU-JAM SCPS Project Name: Milwee Middle School Renovation Project_____________ Location/Address:

Project Narrative Description: (SCPS provide information) This project will consist of (DESCRIPTION OF SCOPE)

Basic design services shall include but not limited to: (SCPS provide information)

• Architectural, Civil, Structural Mechanical, Electrical, Plumbing, Fire Safety Engineers along with the necessary site improvements on the current site.

• Permitting and Construction administration services.

• Phased construction ☒ Yes ☐ No

• Fast Track construction ☐ Yes ☒ No

• EHPA Facility ☐ Yes ☒ No

Project Construction Budget: TBD

The Construction Budget shall be the total budget identified by the Owner of all elements of the Project to be designed or specified by the Architect for construction.

Architect Proposal Fee (Exhibit A) TBD Reimbursable Allowance:

Total Architect Fees: TBD

IN WITNESS WHEREOF, the parties have affixed their signatures, effective on the XX day of .

* * * * * * * * * * OWNER * * * * * * * * * * * * * * * * * ARCHITECT * * * * * * * * * * * *

SCHOOL BOARD OF SEMINOLE COUNTY XX ARCHITECTS

FLORIDA

Signature Signature

NAME, Chairperson Principal:

Date: Date:

Serita Beamon, Superintendent

Date:

SECTION 2

ARCHITECT'S RESPONSIBILITIES

2.1 ARCHITECT'S SERVICES

2.1.1 The Architect's services consist of those services performed by the Architect, Architect's employees, Architect's consultants, and necessary personnel, equipment, and materials to perform such services enumerated in this Agreement.

2.1.2 Unless otherwise directed by the Owner, the Architect shall act as the Owner’s representative from the Notice to Proceed through the Construction Manager’s one (1) year warranty period.

2.1.2.1 The Architect will be the Owner’s design representative during the performance of the Work and will consult with and advise the Owner on all design and technical matters.

2.1.2.2 The Architect will act as the initial interpreter of the requirements of the Contract for the Construction Manager as the Owner’s advisor on claims.

2.1.3 The Architect's services shall be performed as expeditiously as is consistent with professional skill and care in an orderly progress of the Work, and in accordance with the Expected Deliverables set forth in Section 3 and as may be outlined in Architect’s Proposal, Exhibit A. The term “Work” as used herein shall mean the activities and efforts that are necessary to properly design and administer the construction of the project that commences from the date of this agreement and concludes one (1) year after the Project’s Certificate of Substantial Completion, or at a date issued in writing by the Owner. Section 3 describes the performance of the Architect’s services based on the time periods established in Section 13 herein, which may be adjusted as the Project progresses, and shall include allowances for periods of time required for the Owner's review, for approval of submissions by authorities having jurisdiction over the Project, and other design phase activities. Time is of the essence under this Agreement. Time limits established by this schedule as approved by the Owner shall not be exceeded by the Architect without the Owner’s prior written authorization.

2.1.4 As to all services provided pursuant to this Agreement, the Architect shall furnish services by experienced personnel and under the supervision of experienced professionals licensed in Florida, and shall exercise a degree of care and diligence in the performance of these services in accordance with the customary professional standards currently practiced by firms in Florida and in compliance with any and all applicable codes, laws, ordinances, etc.

2.1.5 Further, any approval of drawings or construction documents by Owner and/or other governmental entities having jurisdiction which do not expressly comment and/or interpret a building code requirement shall not relieve the Architect from its obligations to furnish design services pursuant to the applicable building codes nor be the basis for a waiver defense should Owner accept and/or approve any drawings and/or contract documents wherein an error or omission is not discovered during the design process.

2.1.6 The Architect and Architect’s Consultants will review and evaluate the results of all inspections, tests, and written reports required by this Contract for Construction Management and by any governmental entity having or asserting jurisdiction over the Project. The Architect and Architect’s Consultants will take appropriate action on test results, including acceptance, rejection, requiring additional testing or corrective work, or such other action deemed appropriate by the Architect. The Architect will promptly reject Work which does not conform to and comply with testing requirements.

2.1.7 The Architect or Architect’s Consultants may require inspection or testing of any Work in addition to that required by this Contract for Construction Management or governmental entities having or asserting jurisdiction over the Project when such additional inspections and testing is necessary or advisable, whether or not such Work is then fabricated, installed or completed. The Architect will take appropriate action on all such special testing and inspection reports, including acceptance, rejection, requiring additional testing or corrective work, or such other actions deemed appropriate by the Architect.

2.1.8 Applicable Requirements. The design and contract documents shall be developed in accordance with the most recent edition of the Standards And Guidelines For The Design And Construction Of Educational Facilities For Seminole County Public Schools, SCPS Educational Specifications, The Florida Building Code (adopted as of date of contract with Architect), The Florida Fire Prevention Code, Chapter 69A-60 F.A.C, Fire Safety Standards For Educational Facilities, Chapter 69A-58 F.A.C, Chapter 1013 Florida Statutes, State Requirements for Educational Facilities, 2014 including Chapter 5, and applicable municipal, State and Federal requirements. The design shall also incorporate “Safe School Design” principals and guidelines published by the International Crime Prevention Through Environmental Design (CPTED) Association. The Architect shall be responsible for correcting, at the architect’s expense, items in the project that do not comply with the above documents

SECTION 3

SCOPE OF ARCHITECT'S BASIC SERVICES

3.1 GENERAL BASIC SERVICES

3.1.1 The Architect's Basic Services consist of those described herein and include civil, structural, mechanical, plumbing, and electrical engineering services, as well as services of any other consultants.

The Architect shall furnish necessary services of professional engineers for the civil, structural, mechanical, fire protection, electrical and service-connected equipment portions of the Project, and shall require the names and seals of any consulting engineers to appear on all drawings and documents pertinent to their phases of the work.

3.1.2 The term “Architect” shall be inclusive of all personnel and consultants that are under the employment or contract, respectively, to the Architect. The Architect shall utilize the same personnel over the course of the Work and shall, if requested by the Owner, replace personnel who the Owner has found to be unqualified or to whom the Owner otherwise reasonably objects. The Architect shall notify the Owner in writing of any changes in personnel or consultants.

3.1.3 The Architect’s services shall conform to the Owner’s specifications, including but not limited to, Owner’s Standards and Guidelines for Design and Construction, Design Criteria, Educational Specifications, Approved Project Overview Study, Document Submittal Checklists for Plan Review, and other Owner’s Forms for capital project, however, that in the event of conflict, the provision of this Agreement shall govern.

3.1.3.1 Non-Conforming Work: If the Owner (by way of Building Code Inspectors or other Owner personnel or consultant) or Construction Manager observes or otherwise becomes aware of any fault or defective Work in a project, or other non-conformance with the Contract Documents during the construction phases, the Owner or Construction Manager shall give prompt notice thereof to the Architect. However, whether the Owner observes a defect or not, it is the Architect's duty and responsibility to determine whether said Work is defective, faulty, or not in compliance with the Contract Documents. If the Architect determines that the Work is defective, faulty or not in conformance with the Contract Documents, the Architect shall advise the Owner and Construction Manager in writing and make recommendations to the Owner and Construction Manager concerning correction of the Work and require the Construction Manager to undertake such corrections as allowed by the Contract Documents. Final determination of whether the Work is defective, faulty, or in compliance with the Contract Documents is to be determined by the Architect.

3.1.3.2 Penalty for Non-Conforming Design Documents: Should the Architect submit drawings, plans, specifications or other documents or materials for review as required herein that are deemed unacceptable as defined by the terms "Revise and Resubmit" by the plan review authority (Building Code Administrator, Owner’s Construction Representative, Peer Review) the costs of such corrections shall be that of the Architect. For subsequent reviews related to the same non-conforming design documents, the Architect shall make the corrections at no cost to the Owner, and the Owner shall have the right to deduct the manhour costs of district staff to review such documents from the Architect's Basic Services Fee.

3.1.4 Final As-Constructed Record Drawings (As-Builts). The Project construction record drawings shall be maintained on-site by the Construction Manager, and the Final Project As-Constructed Record Drawing submittals shall be prepared by the Architect. All Project as-constructed record drawings shall be plotted to a size the same as the original construction documents. In addition to the complete set of AutoCAD files, a complete set of image files in portable document format (.PDF) shall be provided. Each file label for both the CAD and PDF files shall correspond to the sheet number of the respective drawings.

The Architect shall coordinate with the Construction Manager and at no expense to the Construction Manager or Owner, obtain the on-site as-constructed record documents (drawings, specs, shop drawings, etc.), such that the Architect can incorporate all changes and as-built conditions on to the Final As- Constructed Record Drawings. All CAD files submitted to the Owner (construction and record drawings) and all associated files shall be stored electronically and categorized (individual folders created) by discipline as follows: Civil, Landscaping, Structural, Architectural, Mechanical, Plumbing, Fire Protection, Electrical, and Associated files. File paths to other files shall be amended so that they reference and obtain the needed files from the “Associated Files” folder. Provide an inventory list of file labels to drawing sheet numbers and image files of each sheet in .pdf format.

3.1.5 Prototype Design ReUse. All drawings, plans or other construction documents prepared under this Agreement may be utilized by any other Florida School Board, and the Architect shall be entitled to reasonable design fees to be negotiated and paid for by the other Florida School Board, for specific site development, design revisions, and construction administration. The Owner shall not be responsible for any fees, negotiations, or agreements that may be arranged between the Architect and any other Florida School Board in the reuse of the design or any construction documents.

3.1.6 Document Reproduction. The Architect agrees to furnish and provide to the Owner and Construction Manager copies (the quantity of which to be determined by the Owner) of all plans, project manuals, drawings and other documents (except correspondence) prepared by Architect hereunder, for each phase, addenda, and conformed set (if applicable), same to be furnished as the same is prepared and completed by Architect. All costs associated with plotting the drawings shall be borne by the Architect.

The Architect agrees to use only the services of the Owner’s designated printing firm, and all document printing shall be through this firm, and the Owner shall pay for printing costs in reproducing the documents.

The Architect shall obtain approval for all printing orders from the Owner’s Project Manager prior to printing.

Printing orders completed without prior approval of the Owner’s Project Manager shall be at the Architect’s expense. The Architect shall be responsible for preparing and delivering all documents for printing to the Owner’s designated printer. If the Owner requires additional copies of any of the documents, the Architect will promptly furnish the documents to the printer. The Owner may, at Owner’s expense, obtain a set or sets of reproducible prints of any or all drawings and other documents prepared hereunder by Architect for the Project, and Architect agrees to make available and promptly deliver to the printer, all such drawings and other documents available for such purpose upon Owner’s request.

3.1.7 Permits. The Architect shall be responsible for identifying and securing all regulatory permits required consistent with the proposed project scope and schedule. Prior to approval by the Owner of the Architect’s bid documents; the Architect shall prepare all applications and submit accompanying drawings and sketches as required for approval to all governmental agencies having jurisdiction over the Project.

The Architect shall notify Owner in writing when all such required approvals have been obtained. Permit fees shall be paid by the Owner, and a check issued to the permitting agency upon the Architect’s direction.

The Owner may withhold ten (10%) percent of the total payment due for the work described in Section 3.4 until all regulatory permits are issued. The Architect shall ensure, in writing to the Owner, that all Project required regulatory permits have been submitted to each applicable agency, plus provide the status of each permit, prior to the Owner awarding the contract for construction.

3.1.8 Building Official. The School Board of Seminole County, Florida, is the Authority having Jurisdiction for building and fire code compliance through their staff and consultant building official and fire marshall unless otherwise provided in the contract documents. A School Board of Seminole County Building Permit is required to be issued before construction may commence, and the permit will be furnished at no cost upon compliance with permit application requirements. The Architect shall coordinate and assist the Construction Manager in the submittal to the Building Official.

3.1.9 Contract Document Updating. The Architect shall correct all errors or omissions or essential adaptations to field conditions and shall promptly provide written explanations and interpretations of any details not made clear by the plans, specifications, drawings, or other documents. The Architect shall make all changes in plans, specifications, and other drawings and documents, required as a result of a review of same by Owner, Building Official, or by FDOE, so as to conform to and comply with all applicable code requirements, FDOE and OEF requirements and criteria or functional requirements, and so as to optimize quality and economy in the Project.

3.1.10 Stakeholder Coordination. The Owner’s organizational entity, Facilities Planning and Project Management, which acts as a liaison between the Architect and Owner, provides day-to-day management and other professional services on the Owner’s behalf. Various members of the Facilities Planning and Project Management staff will act as representatives of the Owner, will meet with the Architect at periodic intervals throughout the preparation of the Contract Documents to assess the progress of the Work in accordance with approved schedules and design contract requirements. Office personnel will also examine documents submitted by the Architect, including invoices, and will promptly render decisions and recommendations pertaining thereto to avoid unreasonable delays in the progress of the Architect's work.

The Owner's Project Manager shall be principally responsible for direct communication to the Architect and the Construction Manager. The Architect shall work through the Owner’s Project Manager to obtain the requirement of applicable stakeholders (Principal, Dining Services, Information Services, Maintenance/Custodial, Transportation, FFE Coordinator, etc.).

3.1.11 The Architect shall keep the Owner and Construction Manager informed of any proposed changes in requirements or construction materials, systems, or equipment as the drawings and specifications are developed. Proposed changes must be reviewed by the Owner and Construction Manager and approved in writing by the Owner prior to incorporation into the design or construction documents.

3.1.12 The Architect shall coordinate with the Owner and Construction Manager by participating and taking a leadership role in, reviewing and commenting on Constructability and Value Engineering studies performed by Owner and Construction Manager and attending meetings where the content of design and construction contract documents will be coordinated and reconciled. In the event Owner accepts recommendations from Value Engineering and Constructability studies, the Architect shall implement same, including providing revised drawings and specifications or other documents. In the event the Owner accepts such a recommendation from the Constructability and Value Engineering studies and requires substantial revisions by the Architect, as determined at the discretion of the Owner, these revisions shall be considered Additional Services.

3.1.13 The Owner’s Project Manager and Architect shall schedule and conduct project review meetings during Phase I through III. The agreed meeting schedule shall be reflected in each of the Architect’s Project Design Schedules. At each of these meetings, the Architect, Owner, and Construction Manager shall review the Project’s budget, schedule, and scope along with the Architect’s development progress to date on the respective phase of the Project and any special problems related to the continuing progress of the Project.

The Architect shall attend Construction Phase meeting as required elsewhere in this Agreement.

3.1.14 Project Design Schedule: The Project Design Schedule, shall be submitted to Owner as a part of the Agreement, or no later than 10 business days from the date of this Agreement, where the Architect created a Project Design Schedule identifying milestone schedules for the Project Overview Study (if included as a scope of service) and three design phases, in addition to a preliminary construction schedule.

Such schedule shall show activities including but not limited to Project Architect’s efforts and Owner and Construction Manager reviews and approvals required to complete services. The Project Design Schedule shall include:

3.1.14.1 Include all activities known at this stage of the project's development including any projected or preliminary requirements for Owner reviews, permits, site plan approvals, moving portables, relocating classrooms, removing and storing furniture, hazardous material abatement, work by the Owner, work by separate Construction Managers/Contractors, on-site utilities and equipment and any other activities that may impact construction of the project (including offsite work and related site reviews, permitting, etc.).

3.1.14.2 The Architect shall not be permitted to deviate from the three initial design milestone dates indicated on the Project Design Schedule, without specific written authorization from the Owner.

3.1.15 Estimating: To facilitate the usefulness and reliability of the Architect’s and Construction Manager’s respective estimating deliverables, (1) before the start of estimating, the Architect and Construction Manager shall reach agreement on a common estimating protocol and deliverable format for the Project, but (2) the Architect shall otherwise complete its estimating services independent of the Construction Manager’s estimating services.

3.1.16 Statement of Probable Construction Cost: The Architect shall, for each of the three design phases, submit to Owner and Construction Manager for review and Owner's approval an estimate of probable construction cost approved by Owner and reviewed by the Construction Manager, itemized by major categories, phases of work, and projected to the expected time of bid. The Statement of Probable Construction Cost shall also include an analysis of the estimated cost per student station in compliance with F.S. 1013.64. Said written estimates shall represent the best judgment of Architect as a professional familiar with the construction industry. By submitting said cost estimate, the Architect represents in their best judgment that the project can be constructed within the Budget provided in Section 1.

3.1.17 Approval of Documents: Owner's approval of or comments on any of the documents submitted to Owner by the Architect shall not be deemed the approval of or by other governmental authorities having jurisdiction over the project and Architects acknowledge that the authorities having jurisdiction above may require modifications of any of the documents submitted by Architect. Subject to Section 3, such modifications shall be made at no cost to Owner.

3.1.18 Construction Managers’ Deliverables and Architect’s Duty to Review and Respond: In addition to any other obligation set forth elsewhere in this Agreement or the Contract Documents, the Architect shall review and respond in writing to reports or recommendation of the Construction Manager.

3.1.18.1 Cost Estimate: The Architect shall review and comment on all cost estimates submitted by the Construction Manager. Unless directed by the Owner, cost estimates between the Architect and Construction Manager shall be reconciled before proceeding to the next design Phase.

3.1.18.2 Construction Schedule: The Architect shall review and comment on all Construction Schedules submitted by the Construction Manager.

3.1.18.3 Value Engineering Reviews: The Architect shall review and comment on all value engineering reports submitted by the Construction Manager.

3.1.18.4 Constructability Reviews: The Architect shall review and comment on all constructability reviews submitted by the Construction Manager.

3.1.18.5 GMP Proposal: The Architect shall review and comment on the GMP proposal(s) submitted by the Construction Manager, including all qualifications and assumptions set forth therein.

3.1.18.6 Contingency Use: The Architect shall review and make recommendations to the Owner on proposed contingency use, including initial determination of the cause.

3.1.18.7 Long-Lead-Time Items. The Architect shall review and address any concerns to the Construction Manager’s recommendation to the Owner and Architect regarding procurement and scheduling of long-lead items that will constitute part of the Work as required to meet the Project Schedule.

Architect shall be familiar with the Owner’s Direct Procurements Policy and procedures and the Owner’s purchase of materials and equipment related to the time of delivery.

3.1.19 Organizational Meeting

3.1.19.1 The Architect will participate in an Organizational Meeting coordinated by the Construction Manager to start the Pre-Construction Phase. This meeting shall also include the key personnel involved in the Project from the Owner, Owner’s Stakeholders, Architect, and Construction Manager. During the organizational meeting, the attendees shall participate in addition to other items;

• Review the responsibilities of each of the Owner’s key personnel involved in the Project.

• Review the responsibilities of each of the Construction Manager’s personnel involved in the Project.

• Review the responsibilities of each of the Professional’s key personnel involved in the Project.

• Review and establish lines of communication between the Owner, Architect, and Construction

Manager.

• Review available preliminary Program Documents and other documents that reflect the current status of the Project.

• Review any construction phasing.

• Review any known long-lead-time material or equipment needs.

• Green Building Standards being used with a checklist

• Review various time periods established or required at this period of the Project.

• Review the current date to receive the Guaranteed Maximum Price Proposal.

• Review the process of Architect’s Construction Documents, authorities having jurisdiction approval, receipt of GMP, and Owner’s notification to proceed with construction.

3.2 PROGRAMMING, PROJECT OVERVIEW STUDY, AND CONCEPTS

3.2.1 The Architect shall meet with the Owner to ascertain the basis of design for the Project and shall prepare and furnish satisfactory to Owner within 30 calendar days of award of the contract, a Project Overview Document which shall include a narrative of the project scope, a special requirements analysis and an analysis of the project scope vs. the construction budget. The construction budget is identified in Section 1. The Project Overview Document shall be compatible for inclusion into an educational specification should it be necessary to develop, and certification that the educational specification meets the minimum requirements of the Florida DOE, Office of Educational Facilities. The established design scope in the Project Overview Document shall serve as the basic planning document for the development of plans and specifications in compliance with all applicable codes and standards.

3.2.2 The Architect shall provide a preliminary evaluation of the Owner's construction project scope and program, schedule, and construction budget requirements, each in terms of the other, subject to the limitations outlined in subparagraph 3.2.1. The Architect will prepare and submit to Owner and Construction Manager the provisional Project Overview Study, a written detailed estimate of the probable construction cost of the Project, containing separate estimates of construction costs of the separate phases of work to be incorporated in said construction, and an analysis of the estimated cost per student station in compliance with F.S. 1013.64 Said written estimates shall represent the best judgment of Architect as a professional familiar with the construction industry. The Architect's statement of the cost estimate shall accompany and be a part of the Project Overview Document; (the source of funds, as identified by Owner, whether local, state, or federal shall be indicated). By submitting said cost estimate, the Architect represents in their best judgment that the project can be constructed within the Budget, or the Architect shall make appropriate recommendations to the Owner to adjust the Project’s size, quality, or budget. It is recognized, however, that neither the Architect nor the Owner has control over the cost of labor, materials or equipment, over the Construction Manager’s methods of determining bid prices, or over competitive bidding, market or negotiating conditions. Accordingly, the Architect cannot and does not warrant or represent that bids or negotiated prices will not vary from the Owner’s budget for the Project, or any estimate of the Cost of the Work or evaluation prepared or agreed to by the Architect.

3.2.3 After reviewing the Project scope and requirements, the Architect shall advise the Owner of any additional tests and surveys described in Section 6, which should be conducted prior to the development of plans and specifications. The Architect shall study and analyze all boundary surveys, topographical surveys, on-site data locations, data on utilities and soil analysis reports provided by the Owner, and shall utilize the same in preparing plans, specifications, and all other documents. However, the Owner does not guarantee the accuracy of the information provided to the Architect, nor shall the Architect be liable for said information.

3.2.4 The Architect shall be responsible for investigating existing facilities and transferring all existing conditions onto the contract documents as they relate to the Project. Any additional costs incurred by the Owner due to ‘existing conditions’ that, as determined by the Owner, should have been incorporated into the contract documents will be the responsibility of the Architect.

3.2.5 As soon as the Construction Manager has completed their Project Overview Document review for scope related to budget, the Architect, Construction Manager, and Owner shall meet to discuss any issues between the Architects Project scope and budget versus the Construction Manager’s Project scope and budget. At or from this meeting, the Owner will determine an appropriate course of action, which may include the Owner’s revision of the Project Overview Document and budget and the Construction Manager’s re-evaluation of them. Unless the Owner directs otherwise in writing, within seven (7) calendar days after the review meeting, the Architect and Construction Manager shall revise their respective Project Overview Document submission to reflect the adjustments and clarification agreed upon in the review meeting and resubmit the Project Overview Document to each other and the Owner. When the Owner approves the revised Project Overview Document and budget submissions in writing, the revised Project Overview Document submission shall become the Approved Program.

3.3 DESIGN CONCEPT

3.3.1 Based on written authorization from the Owner to proceed, the Architect shall prepare several alternative design solutions that contain schedule and construction budget requirements. The Architect shall present these alternatives to the Owner and Construction Manager, as the Owner directs, which shall consist of sketches and initial concepts. After receiving the Owner's and Construction Manager’s comments, the Architect shall prepare, for approval by the Owner, a conceptual Schematic Design which shall represent a recommended solution. The submittal shall consist of documents, sketches, initial concepts, site orientation, and relationships to existing facilities.

3.3.2 Based on written approval by the Owner of the Concept Design Solution, the Architect shall prepare, for approval by the Owner, Schematic Design Documents consisting of drawings and other documents illustrating the scale and relationship of Project components, energy conservation approach, systems and equipment parameters. The Architect shall also prepare for formal presentation to the Owner and Construction Manager, conceptual site development plans, floor plans, and building elevation options to be considered. The plans shall also be provided to the Owner in electronic picture, image format. The Architect shall submit to the Owner and Construction Manager for review, a preliminary estimate of construction cost based on current area, volume or other unit costs, and copies of the Schematic Design Documents, along with a Life-Cycle Cost Computer Analysis. After working with the Construction Manager to reconcile the Construction Manager’s estimate with the estimate submitted by the Architect, the Architect shall assist the Owner and Construction Manager in determining and evaluating possible project cost savings alternatives through the use of other materials and systems, and scope.

3.4 SCHEMATIC DESIGN PHASE I (Shall include but not be limited to, the following)

3.4.1. Project Narrative: A narrative of the project scope, any special Project requirements, and an analysis of the project scope vs. the construction budget, including a comparative analysis of existing student station counts and projected student station count upon project completion. The Project Overview Document shall be compatible for inclusion into an educational specification should it be necessary to develop, and certification that the educational specification meets the minimum requirements of the Florida DOE, Office of Educational Facilities. The established design scope in the Project Overview Document shall serve as the basic planning document for the development of plans and specifications in compliance with all applicable codes and standards.

3.4.2 Cover Sheet: Dated cover sheet with a drawing index.

3.4.3 Site Plan: A site plan showing acreage; points of the compass; scale; contours and general topographical conditions; floodplain elevation; overall dimensions; adjacent highways, roads, emergency access; fire hydrants; power transmission lines; ownership and use of adjacent land; walks and paths;

vehicle and bike parking areas; accessibility for the disabled; service areas; play areas; bus and car loading zones; existing buildings and use; location of proposed building(s) and future additions; community use buildings; phased construction; and preliminary soil borings, sensitive environmental site areas and any potential impact or encroachment with wetlands.

3.4.4 Environmental Study(s): Evidence, as jointly developed with the Owner, showing that required environmental studies have been completed and sensitive site areas have been identified as required by

Florida Law or the Owner or any governmental entity having jurisdiction over the project site. The Architect shall identify in writing any Project requirements or limitations related to environmental studies.

3.4.5 Architectural Plans: Floor plans and preliminary elevations showing points of the compass, overall dimensions, identity of each space including F.I.S.H. Room numbers and square feet, proposed door locations, accessibility for the disabled, occupant load of each space, proposed low energy usage features, any existing buildings and use, future additions, and phased construction. Two typical building sections.

3.4.6 Public Shelter: Indicate site emergency public shelter design features, if applicable.

3.4.7 Life Safety Plan: A life-safety plan showing exits, ADA accessibility, firewalls, fire-resistance-rated walls, protected corridors, smoke barriers, fire alarm systems, room names, and numbers, or any other life-safety features relevant to the facility. The life-safety plan shall also indicate if a fire sprinkler system is proposed.

3.4.8 Project Design Schedule: Submit a Project Design Schedule per subparagraph 3.1.14. The Project Design Schedule shall include any Construction Phase adjustments identified by the Architect from review and confirmation discussions about the Construction Manager’s schedule.

3.4.9 Statement of Probable Construction Cost: Submit a Statement of Probable Construction Cost per subparagraph 3.1.16.

3.4.10 Preliminary Project Description: A Preliminary Project Description comprised of a narrative discussion of preliminary material selection, components, assemblies, and systems (including proposed landscape, civil, structural, mechanical, and electrical design elements, components, and systems) to be used in the project. Coordinate points of service and preliminary service requirements with electrical power, communication, cable TV, water, sewer, storm drainage, and other utility services as required by the Project's scope and program. Format Preliminary Project Descriptions to match that specified by the latest edition of the Standards And Guidelines For The Design And Construction Of Educational Facilities For Seminole County Public Schools and the Florida Green Building Coalition, Green Building Checklist (http://floridagreenbuilding.org/files/1/file/GreenDevChecklist_v5.xls)

3.4.11 Jurisdictional Reviews: The Architect shall coordinate with the assistance of the Owner and Construction Manager to determine the jurisdictional agency coordination required for the Project and make applications for site plan and other reviews as appropriate to this phase of the project. The Architect shall attend and provide representation at all review meetings, workshops, hearings, and Commission/Council meetings concerning the project as conducted by any other agencies having jurisdiction over the project. The Architect shall inform the Owner in writing of the status/outcome of all municipal/County reviews, workshops, and hearings.

3.4.12 The Architect shall submit to the Owner review documents for this Phase. The Architect shall not proceed with the next Phase until the completion of all required presentations and reports and receipt of a written Authorization by the Owner to Proceed with the next phase.

3.4.13 The Project Architect shall provide presentations of the Schematic Design to the Owner's staff, Design Review Committee, Construction Manager, and to the School Board of Seminole County, Florida, as required.

3.5 DESIGN DEVELOPMENT PHASE (Phase II Documents)

3.5.1 Based on written Authorization to Proceed from the Owner, the approved Schematic Design Documents (Phase I) including any adjustments authorized by the Owner in the development of the project, schedule or construction budget, the Architect shall prepare, for approval by the Owner, Design Development Documents consisting of drawings and other documents to further establish, confirm and describe the size and scope of the Project as to civil, architectural, structural, mechanical, fire protection, and electrical systems, materials and such other elements as may be appropriate. The Architect shall also prepare for formal presentation to the Owner and Construction Manager, Interior and Exterior color boards (24”x36” min), site development plans, floor plans, and building elevations that indicates substantially the final design of the project. The plans shall also be provided to the Owner in PDF (portable document format).

http://floridagreenbuilding.org/files/1/file/GreenDevChecklist_v5.xls

The documents shall be prepared as described in Chapter 6-2 of the Florida Administrative Code, and in particular in accordance with and as described in Section 4.3 of The Administrative Rules of DOE (SREF).

The Architect shall submit the required Design Development Documents to the Owner for review.

3.5.2 Rendering: If requested by the Owner, and agreed to as a reimbursable expense under Section 6, the Architect shall prepare and submit to Owner a finished perspective rendering or model (choice of which to be determined by the Owner) of the Project, which rendering or model shall be an instrument of service and shall be available for the Owner's use at all times and shall become the property of the Owner.

The Architect shall not be obligated to prepare or submit such rendering or model if the Project is the minor remodeling of, or addition to, an existing school or facility as opposed to the construction of a completely new school or facility, or a large addition to an existing school or facility.

3.5.3 Project Design Schedule: Submit an updated Project Design Schedule reflecting the development and anticipated schedules for all subsequent project activities per subparagraph 3.1.14. The Project Design Schedule shall include any Construction Phase adjustments identified by the Architects from review and confirmation discussions with the Construction Manager’s schedule.

3.5.4 Statement of Probable Construction Cost: Submit a Statement of Probable Construction Cost per subparagraph 3.1.16 and an updated Florida Green Building Coalition, Green Building Checklist (http://floridagreenbuilding.org/files/1/file/GreenDevChecklist_v5.xls).

3.5.5 A written response from the Architect and each of the major technical disciplines and any necessary Sub-Consultants explaining how each previous review comment (as generated by the Owner and other reviewing agencies) concerning the project have been addressed and corrected.

3.5.6 Florida Inventory of School Houses (F.I.S.H.): A floor plan of the project; a database format schedule reflecting the F.I.S.H. room numbers; the name of the room or space; the net square footage of the space and the capacity of the space. F.I.S.H. data shall include student station counts for each building to be constructed or remodeled, and student station counts for each building to be demolished. This drawing and database information will be for use in preparing F.I.S.H. (Florida Inventory of School Houses) information. The Architect shall coordinate with and utilize the Owner's F.I.S.H requirements for room numbers, room name assignments, and electronic media (format, layering, etc.) prior to developing final documents for this submittal. Hardcopy graphics shall be suitable for clearly legible half-size reductions.

Comply with the Owner's requirements for electronic media.

3.5.7 Staff from each of the Architect's major technical disciplines and Sub-Consultants as necessary shall attend coordination, review, and presentation meetings with the Owner and Construction Manager to explain the design concept and technical resolution of their respective building or site systems.

3.5.8 The Architect shall submit the documents required for review by the Owner and Construction Manager and approval by the Owner. The Architect shall not proceed with the next Phase until the completion of all required presentations and reports and receipt of a written Authorization to Proceed with the next phase.

3.5.9 In addition to the requirements outlined for Schematic Documents (Phase I), Design Development documents (Phase II) shall include but not be limited to the following:

3.5.9.1 Site plan showing landscaping areas, drainage, water retention ponds, sewage disposal, and water supply systems, and such physical features that may adversely affect or enhance the safety, health, welfare, visual environment, or comfort of the occupants. A statement signed and dated by the design professional on the site plan identifying the number of existing and new trees to be planted.

3.5.9.2 Soil testing results. Identify the proposed method of treatment for any special foundation problems.

3.5.9.3 Floor plans with the following:

3.5.9.3.1 A floor plan showing the entire facility on one sheet, without break lines.

3.5.9.3.2 Florida Inventory of School Houses (FISH) data as described in 3.5.6.

3.5.9.3.3 Floor plans drawn at a larger scale showing typical student-occupied spaces or special rooms with dimensions, equipment and furnishing layouts, sanitary facilities, stairs, elevators, and identification of accessible areas for the disabled.

3.5.9.3.4 Floor plans for additions to an existing facility shall indicate the connections and tie-ins to the building, including all existing spaces, exits, plumbing fixtures and locations, and any proposed changes thereto. Distinguish between new and existing areas for renovation, remodeling, or an addition.

3.5.9.3.5 Life Safety Plan: Life-safety plan to show exit strategy, rated doors, emergency wall openings, working stage protection, range and fume hoods and related exhaust systems, eyewash, and emergency showers. By symbol, indicate fire sprinklers, fire alarm equipment, smoke vents, master valves and emergency disconnect, emergency lighting, emergency power equipment, fire extinguishers, exit signs, smoke and fire dampers, connections and tie-ins to existing equipment and other life-safety equipment relevant to the facility.

3.5.9.4 A minimum of two (2) exterior building elevations to show the general character of the facility.

3.5.9.5 Typical building sections to show dimensions, proposed construction materials, and the relationship of the finished floor to finished grades.

3.5.9.6 Plumbing fixture locations and fixture unit calculations.

3.5.9.7 Outline specifications giving a general description of finishes, materials, and systems, including HVAC, electrical, plumbing, and specialty items, including fire sprinklers, if proposed. These specifications should include the refinement of the narrative in subparagraph 3.4.1.

3.5.9.8 Energy Efficiency: The Architect shall prepare the energy analysis and certify the project complies with Chapter 13, Florida Building Code. The Architect shall submit to the Owner, the Code Compliance Certification as required in Section 103, Chapter 13 of the Florida Building Code. Florida Energy Efficiency Code for Building Construction (FEEC). FEEC forms, including calculations for mechanical systems, documenting energy efficiency ratio rating of HVAC equipment, electrical systems, insulation, and building envelope, should be prepared for review along with the design development documents.

3.5.9.9 Life-Cycle Cost Analysis Requirements: A life-cycle cost analysis shall be performed for all new facilities constructed for the school district where required in Rule 60D-4.004, F.A.C. The analysis shall compare the reasonably-expected life-cycle costs of alternative designs developed in accordance with Rule 60D-4.004, F.A.C., during the design development phase of the project.

3.5.9.10 After working with the Construction Manager to reconcile the Construction Manager’s estimate with the estimate submitted by the Architect, the Architect shall make adjustments to the documents as necessary to ensure that the project cost, schedule/phasing, product selection, Owner Direct Purchase list, etc., are consistent with the Owner’s intent.

3.6 CONSTRUCTION DOCUMENTS PHASE (Phase III)

3.6.1 Based on written approval by the Owner to proceed, the approved Design Development Documents (Phase II) with any further adjustments in the scope or quality of the Project, or the construction budget authorized by the Owner, the Architect shall prepare, for approval by the Owner, Construction Documents (Phase III) consisting of Drawings and Specifications setting forth in detail the requirements for the construction of the Project. The Architect shall submit documents to the Owner and Construction Manager for review at 50% completion, together with an estimate of probable construction cost; and complete bid documents for review at 100% completion, together with an estimate of probable construction cost. Upon receipt of the 50% Construction Documents, the Construction Manager shall provide its cost report to the Owner for review and comparison to the Architects’ estimate of probable construction cost. Upon receipt of Owner’s written approval of 50% Construction Documents, and any adjustments in scope, materials, equipment or cost, the Architect shall prepare and submit 100% Construction Documents to the Owner, and the Construction Manager and the Construction Manager shall submit its cost report to the Owner.

3.6.2 As part of the Construction Documents Phase, the Architect shall provide completed contractual documents with detailed drawings and project manual including all drawings set forth in schedule attached hereto, complete site plan, architectural, mechanical, plumbing, structural, and electrical documents and engineering calculations for structural and mechanical systems, together with an itemized cost estimate for the proposed construction. Project manual and drawing numbering shall conform to Construction Specifications Institute ["CSI"] 3-part MasterFormat Numbers & Titles as of April 2016, and contain such divisions as specified by Owner's Guidelines.

3.6.3 The Architect shall prepare and submit the Facility Space Chart/Net And Gross Square Footages on FDOE, OEF Form 208a., The Architect shall also update for…