Exhibit_B_-_Scope_of_Services.pdf

EXHIBIT B

Architectural/Engineering Design Scope of Services

The design team shall provide any and all services required in satisfaction of the Educational Specifications, Owner/Architect Agreement, Deliverables of the Architect and the following Scope of Services description, whether or not specifically delineated in those referenced documents.

Project Administration and Management Services

• Project Administration services including:

• Consultation

• Research

• Conferences

• Communications

• Travel Time

• Progress Reports

• Direction of the work of in-house architectural personnel

• Disciplines Coordination/Document Checking

• Coordination of the architect’s work and the work of engineering and other disciplines involved in the project

• Review and checking of documents prepared for the project by the architect and the architect’s consultants

• Agency Consulting/Review/Approval

• DAS/OGA Process (with multiple construction phase reviews)

• Agency Consultations

• Research of critical applicable regulations

• Preparation of written and graphical explanatory materials

• Appearances on the Owners behalf at agency and community meetings

• School Building Committee meetings

• Planning boards

• User Organizations

• Owner Supplied Data Coordination, including:

• Review and coordination of data furnished for the project as a responsibility of the Owner

• Assistance in establishing criteria

• Assistance in obtaining data, including documentation of existing conditions

• Schedule Development/Monitoring Services, including:

• Establishment of initial schedule for architectural services, decision making, design, documentation, contracting and construction based on determination of scope of Architectural services

• Review and update of previously established schedules during subsequent phases

• Presentation services consisting of presentations and recommendations by the architect to the following client representatives:

• Owner

• Building Committee

• Staff Committees

• User Groups

Pre-Design Services

• Programming Services consisting of consultation to establish and document the following detailed requirements for the project:

• Review of defined Educational Specification

• Site Utilization Plan

• Programming, development of defined educational space

• Design objectives, limitations and criteria

• Development of initial approximate gross facility areas and space requirements

• Space relations

• Flexibility and expandability

• Special equipment and systems

• Site requirements

• Operating procedure

• Security criteria

• Communications relationships

• Assisting the Program Manager with review of and updates to

District design standards and guidelines

• Space Schematics/Flow Diagrams consisting of diagrammatic studies and pertinent descriptive text for:

• Conversion of programmed requirements to net area requirements

• Internal functions

• Human, vehicular and material flow patterns

• General space allocations

• Analysis of operating functions

• Adjacencies

• Special facilities and functions

• Flexibility and expandability

Site Development Services

• Site Analysis consisting of:

• On site observations

• Movement systems, traffic and parking studies

• Topography analysis

• Analysis of deed, zoning and other legal restrictions

• Overall site analysis

• Site development planning consisting of site analysis, and preparation and comparative evaluations of the site plan based on:

• Movement systems, circulation and parking

• Utilities systems

• Surface and subsurface conditions

• Landscape concepts and forms

• Land utilization

• Facilities phasing

• Development phasing

• Vegetation

• Slope analysis

• Landscape forms and materials

• Onsite utility studies consisting:

• Electrical service and distribution

• Gas service and distribution

• Water supply and distribution

• Site drainage

• Sanitary sewer collection and disposal

• Storm water collection and disposal

• Fire systems

• Emergency systems

• Security

• Pollution control

• Site illumination

• Communication systems

• Off-site utilities studies consisting of:

• Confirmation of location, size and adequacy of utilities servicing the site

• Determination of requirements for upgrades to utilities

• Planning for off-site utility extensions and facilities

• Design of off-site utility extensions and facilities

• Geotechnical engineering services, including, but limited to:

• Reports and appropriate professional recommendations

• Site environmental services including:

• Review of provided Phase I ESA

• Performance of Phase II ESA

• Site surveying services including:

• Furnishing a survey by a licensed surveyor, describing physical characteristics, legal limitations, and utility locations for the site of the project, including a written legal description of the site

Architectural Design/Documentation:

• During the Schematic Design Phase, responding to program requirements and preparing:

• Review of Owner’s Program and Budget.

• Conceptual site and building plans

• Preliminary building sections, elevations and wall sections

• Outline specification of building systems and materials.

• Development of approximate dimensions, areas and volumes.

• Perspective sketch(es)

• Development of a professional cost estimate (by consultant)

• During the Design Development Phase: Continued development and expansion of architectural Schematic Design Documents to establish the final scope, relationships, forms, size and appearance of the Project through:

• Plans, sections and elevations

• Typical construction details

• Final materials selection

• Equipment and preliminary furniture layouts

• Provide a full color artistic rendering or color computer generated rendering

• Development of a professional cost estimate (by consultant)

• During the Contract Documents Phase: Preparation of Documents based on approved Design Development Documents setting forth in detail the architectural construction requirements for the Project.

▪ Development of a professional cost estimate (by consultant)

Structural Design/Documentation:

• During the Schematic Design Phase consisting of recommendations regarding basic structural materials and systems, analyses, and development of conceptual design solutions for:

• A predetermined structural system

• Alternate structural systems

• During the Design Development Phase consisting of continued development of the specific structural system(s) and Schematic Design Documents in sufficient detail to establish.

• Basic structural system and dimensions

• Final structural design criteria

• Foundation design criteria

• Preliminary sizing of major structural components

• Critical coordination clearances

• Outline Specifications or materials lists.

• During the Contract Documents Phase consisting of preparation of final structural engineering calculations, Drawings and Specifications based on approved Design Developments Documents, setting forth in detail the structural construction requirements for the Project.

Mechanical Design/Documentation:

• During the Schematic Design Phase consisting of consideration of alternate materials, systems and equipment, and development of conceptual design solutions for:

• Energy sources(s)

• Energy conservation

• Heating and ventilation

• Air conditioning

• Plumbing

• Fire protection

• General space requirements.

• During the Design Development Phase consisting of continued development and expansion of mechanical Schematic Design Documents and development of outline Specifications or materials lists to establish:

• Approximate equipment sizes and capacities

• Preliminary equipment layouts

• Required space for equipment

• Required chases and clearances

• Acoustical and vibration control

• Visual impacts

• Energy conservation measures.

• During the Contract Documents Phase consisting of preparation of final mechanical engineering calculations, Drawings and Specifications based on approved Design Development Documents, setting forth in detail the mechanical construction requirements for the Project.

Electrical Design/Documentation:

• During the Schematic Design Phase consisting of consideration of alternate systems, recommendations regarding basic electrical materials, systems and equipment, analyses, and development of conceptual solutions for:

• Power service and distribution

• Lighting

• Telephones

• Fire detection and alarms

• Security systems

• Electronic communications

• Special electrical systems

• General space requirements

• During the Design Development Phase consisting of continued development and expansion of electrical Schematic Design Documents and development of outline Specifications or materials lists to establish:

• Criteria for lighting, electrical and communications systems

• Approximate sizes and capacities of major components

• Preliminary equipment layouts

• Required space for equipment

• Required chases and clearances.

• During the Contract Documents Phase consisting of preparation of final electrical engineering calculations, Drawings and Specifications based on approved Design Development Documents, setting forth in detail the electrical requirements for the Project.

Civil Design/Documentation:

• During the Schematic Design Phase consisting of consideration of alternate materials and systems and development of conceptual design solutions for:

• On-site utility systems

• Fire protection systems

• Drainage systems

• Paving.

• During the Design Development Phase consisting of continued development and expansion of civil Schematic Design Documents and development of outline Specifications or materials lists to establish the final scope of and preliminary details for on-site civil engineering work.

• During the Contract Documents Phase consisting of preparation of final civil engineering calculations, Drawings and Specifications based on approved Design Development Document, setting forth in detail the civil construction requirements for the Project.

Landscape Design/Documentation:

• During the Schematic Design Phase consisting of consideration of alternate materials, systems and equipment and development of conceptual design solutions for landforms, lawns, playscapes and plantings based on program requirements, physical site characteristics, design objectives and environmental determinants.

• During the Design Development Phase consisting of continued development and expansion of landscape Schematic Design Documents and development of outline Specifications or materials lists to establish final scope and preliminary details for landscape work.

• During the Contract Documents Phase consisting of preparation of Drawings and Specifications based on approved Design Development Documents, setting forth in detail the landscape requirements for the Project.

Interior Design/Documentation:

• During the Schematic Design Phase consisting of space allocation and utilization plans based on functional relationships, consideration of alternate materials, systems and equipment and development of conceptual design solutions for architectural, mechanical, electrical and equipment requirements in order to establish:

• Partition locations

• Furniture and equipment layouts

• Types and qualities of finishes for materials and furniture, furnishings and equipment

• Cost estimates for furniture, fixtures and equipment

• During the Design Development Phase consisting of continued development and expansion of interior Schematic Design Documents and development of outline Specifications or materials lists to establish final scope and preliminary details relative to:

• Interior construction of the Project

• Special interior design features

• Furniture, furnishings and equipment selections

• Materials, finishes and colors

• Cost estimates for furniture, fixtures and equipment

• During the Contract Documents Phase consisting of preparation of Drawings, Specifications and other documents based on approved Design Development Documents, setting forth in detail the requirements for interior construction and for furniture, furnishings and equipment for the Project including final cost estimates.

Renewable Energy Source

• Research and Development of Renewable Energy Technology. Based on the project design, location, function and all proven technology, the project team shall:

• Research and recommend whether a Renewable Energy Source technology should be incorporated in the project •If approved, such technology shall be developed beginning in the schematic design phase for complete integration and coordination of building systems.

Environmental Design/Documentation:

• If required, perform site Phase III ESA (remediation design)

• As required, document abatement of hazardous building materials

Special Design/Documentation, including:

• Preparation and coordination of special Drawings and Specifications for obtaining bids or prices on alternate subdivisions of the Work.

• Preparation and coordination of special Drawings and Specifications for obtaining alternate bids or prices on changes in the scope of the Work.

• Preparation and coordination of Drawings, Specifications, Bidding Documents and schedules for out-of-sequence bidding or pricing of subdivisions of the Work.

• Preparation and coordination of Drawings, Specifications and Bidding Documents for multiple prime contracts for subdivisions for the Work.

Bidding Services

• Bidding Materials services consisting of organizing and handling Bidding Documents for:

• Coordination

• Reproduction masters

• Completeness review

• Addenda services consisting of preparation and distribution of Addenda as may be required during bidding or negotiation and including supplementary Drawings, Specifications, instructions and notice(s) of changes in the bidding schedule and procedure.

• Bidding services consisting of:

• Participation in pre-bid conferences

• Responses to questions from Bidders or proposers and clarifications or interpretations of the Bidding Documents

• Attendance at bid opening(s)

• Contractor scope review meetings

• Review and final approval of materials as required for Value

Engineering or material substitution

• Conformed Documents:

If, in the opinion of the Owner, substantial revisions to or clarifications of the Construction Documents have occurred through responses to Plan Review comments, RFI and/or Addenda, the Architect shall produce a conformed set of documents from which the Construction Manager can construct the project.

Contract Administration Services Submittal Services consisting of:

• Processing of submittals, including receipt, review and appropriate action on Shop Drawings, Product Data, Samples and other submittals required by the Contract Documents

• Distribution of submittals to Owner, Contractor and/or Architect’s field representative as required

• Related communications.

• Observation Services consisting of visits to the site at intervals appropriate to the stage of the work or as otherwise agreed by the Owner and Architect in writing to become generally familiar with the progress and quality of the Work completed and to determine in general if the Work when completed will be in accordance with Contract Documents; preparing related reports and communications.

Supplemental Documentation services consisting of:

• Preparation, reproduction and distribution of supplemental Drawings, Specifications and interpretations in response to requests for clarification by Contractor(s) or the Owner

• Forwarding Owner’s instructions and providing guidance to the Contractor(s) on the Owner’s behalf relative to changed requirements and schedule revisions.

Quotation Request/Change Orders consisting of:

• Preparation, reproductions and distribution of Drawings and Specifications to describe Work to be added, deleted or modified

• Review and approval of proposals from Contractor(s) for reasonableness of quantities and costs of labor and materials

• Review and recommendations relative to changes in time for Substantial Completion.

Contract Cost Accounting services consisting of:

• Evaluation of Applications for Payment and certification thereof.

Management Information Systems (MIS)

• The Construction Manager shall utilize a MIS to establish communication between the Owner, Design Professionals, Construction Manager and other parties on the project. Specific reporting requirements shall be as directed by the Program Manager. As part of the MIS, the Program Manager has established procedures for reporting, communications and administration during the design phase. The use of the MIS is a requirement of the project.

Furniture, Furnishings and Equipment (FF&E):

• Prepare inventory of existing FF&E items to be considered for reuse

• Develop FF&E design concept and alternates, identifying type and quantity of items

• Prepare biddable plans and item lists, with required estimates, for owner and State approval processes. Manage bidding of items with assistance of the Program Manager. Scope shall include: classroom and kitchen/cafeteria smallwares; maintenance equipment; physical education equipment; science and other specialty room equipment

• Provide Procurement Assistance and Installation Coordination including on-site representation for all delivery/installation work

• Review of final placement and inspection for damage, quality, assembly and function to determine that furniture, furnishings and equipment are in accordance with the requirements of the Contract Documents.

Interpretations and Decisions consisting of:

• Review of claims, disputes or other matters between the Owner and Contractor relating to the execution or progress of the Work as provided in the Contract Documents

• Rendering written decisions within a reasonable time.

• Project Closeout services initiated upon notice from the Contractor(s) that the Work, or a designated portion thereof which is acceptable to the Owner, is sufficiently complete, in accordance with the Contract Documents, to permit occupancy or utilization for the use for which it is intended, and consisting of:

• A detailed inspection with the Owner’s representative for conformity of the Work to the Contract Documents to verify the list submitted by the Contractor(s) of items to be completed or corrected

• Determination of the amounts to be withheld until final completion

• Inspection(s) upon notice by the Contractor(s) that the Work is ready for final inspection and acceptance

• Notification to Owner and Contractor(s) of the deficiencies found in f follow-up inspection(s), if any.

• Final inspection with the Owner’s representative to verify final completion of the Work

• Issuance of final Certificate(s) for Payment.

Related Technical Services

• Special Studies consisting of investigation, research and analysis of the Owner’s special requirements for the Project and documentation of findings, conclusions and recommendations for:

• Providing special studies for the project such as analyzing acoustical or lighting requirements, record retention, communications and security systems.

• Special Furnishings Design services relating to Architect-designed special furnishings and/or equipment incorporated into or provided for the Project and consisting of:

• Design and documentation

• Specifications or standards

• Furniture, Furnishings and Equipment Services relating to equipment and furnishings not incorporated into the construction of the Project and consisting of:

• Establishment of needs and criteria

• Preparation of requirements, Specifications and bidding or purchasing procedures.

• Special Discipline Consultation, consisting of retaining, directing and coordinating the work of special disciplines consultants identified from the following list, whose specialized training, experience and knowledge relative to specific elements and features of the Project are required for the Project:

• Acoustics • Food Services

• Audio-Visual (with MHIS) • Life Safety

• Code Interpretation • Lighting

• Communications • Soils/Foundation

• Computer Technology (with MHIS) • Space Planning

• Concrete • Specifications

• Elevators/Escalators • Fire Protection

• Traffic/Parking • Safety/Security

Graphic Design Services consisting of:

• Design and selection of interior and exterior signs and identifying symbols

• Materials and color selections and coordination

• Documentation of requirements for procurement of graphics work

Value Analysis:

• Value Analysis consisting of the review during design phases of the cost, quality and time influences of proposed building materials, systems and construction methods relative to design objectives in order to identify options for obtaining value for the Owner.

Commissioning Support:

• Commissioning Support consisting of, at a minimum, collaboration and coordination with the Owner’s Commissioning Agent (CxA), Provide documents, review calculations and specifications and otherwise participate in the review of the design and documents.

Correct deficiencies, provide supplemental documents and/or information and participate in the start up and closeout portions of the project in a manner at least as comprehensively as if no CxA were involved.

Demolition Services consisting of:

• Preparation of Contract Documents for demolition and selective demolition of existing structures.

Environmental Monitoring Services consisting of:

• Monitoring of soils remediation work

• Monitoring of abatement work

POST-CONTRACT SERVICES

Start-Up Assistance consisting of:

• On-site assistance in the operation of building systems during initial occupancy.

• Assistance in the training of the Owner’s operation and maintenance personnel in proper operations, schedules and procedures.

• Administration and coordination of remedial work by the Contractor(s) after final completion.

Record Drawing services consisting of:

• Making arrangements for obtaining from Contractor(s) information it the form of marked-up prints, drawings and other data certified by them on changes made during performance of the Work

• Review of general accuracy of information submitted and certified by the Contractor(s)

• Preparation of record drawings, based on certified information furnished by the Contractor(s)

• Transmittal of record drawings and general data, appropriately identified, to the Owner and others as directed.

Warranty Review consisting of:

•Consultation and recommendation to the Owner during the duration of warranties in connections with inadequate performance of materials, systems and equipment under warranty.