Statement_of_Work.pdf

Statement of Work

Contract Number: 245005-O22-HS21002EXDS-00

RFP HS21-002 New Museum Exhibit Design

Issued to:

Wisconsin Historical Society 816 State Street Madison, WI 53706 Contact name: George Austin Contact email: gaustin@wjffoundation.org Contact phone number: 608-692-6398

Issued by:

Ralph Appelbaum Associates

88 Pine Street New York, NY 10005

Contact name: Michael Maggio Contact email: michaelmaggio@raai.com

Contact phone number: 212-334-8200

DocuSign Envelope ID: DF9133A8-41C3-489F-B43B-8935E98DD18E

SCOPE: This project will provide exhibit design services for the Wisconsin Historical Society’s (WHS or the Society) 100,000 gross square foot Wisconsin History Museum. Exhibit spaces comprise approximately 30,000 square foot, and are the focus of the work described herein. Services to be provided include project management services for the exhibit and media design throughout all phases of work (concept design, schematic design, design development and construction administration during the exhibit fabrication and installation phase). Ralph Appelbaum Associates (RAA) will participate with WHS, the building architect, the construction manager in the Owner Architect Contractor (OAC) Team to guide and coordinate the overall architectural design and delivery of the Museum project.

DELIVERABLES:

[6.1.1]

PHASES OF WORK AND IDENTIFICATION OF ACTIVITIES

A. CONCEPT DESIGN

The objective of the Concept Phase is to begin to define a signature vision for the Project, determining the opportunities and possibilities within the available resources and stated parameters. This is accomplished through meetings, conversations, and discussions in which institutional goals and mission are reviewed and discussed, large-scale thematic gestures are contemplated, and general outlines for content, exhibitions, and media are drafted. Participants in these processes may include, in addition to the RAA Team: the WHS internal and external content specialists; curators; individuals and groups from underrepresented cultures; academics; museum and school educators; writers;

researchers, interpretive specialists, and technical specialists. During this phase of work, together with the WHS, and the architect, we will also develop an understanding of base-building design issues and requirements.

ACTIVITIES

Project Orientation

RAA Project Director and Manager will meet with the WHS Core Project Team to discuss and develop the Project Work Plan, taking into consideration:

• The makeup of the Museum Development Team (WHS and RAA) | Team roles.

• Role of WHS Museum Steering Committee Team - organizational decision making and approval.

• WHS Core Project Team - day to day implementation of work on the new museum project.

• WHS Scholarly Advisory Committee - to review and provide intellectual guidance and the best scholarship from the universities.

• Time frames and schedules for review and approvals for deliverables.

• Stakeholder groups' participation in presentations, reviews, and deliverable approvals.

• Timing and process for internal and external groups' participation as advisers and reviewers of deliverables.

• Timing of statewide focus groups, including those from underrepresented cultures, participation and outcome expectations as advisers and reviewers of deliverables.

• Timing of, and process for, script writing.

• Timing of the architectural design process

• Timing of temporary gallery infrastructure and exhibit development.

• Collaboration with architect on full visitor experience and design integration of public and non-public spaces.

• WHS' participation and expected process in review and approval of deliverables.

• Project management system options.

Research

During this first stage, the WHS will present and discuss the institutional and experiential exhibition goals with the RAA team leadership, along with any lists identifying artifacts, documents, photographs, film, audio recordings, and other relevant resources for the development of the museum, such as the story database and any content research completed to date.

RAA will:

• Meet with WHS team to review the major themes, subthemes, interpretive goals, and exhibition narratives.

• Determine how RAA will collaborate on the exhibition design with the Architectural team to ensure the integration of architectural design with the visitor experience.

• Discuss any statewide participants in the development of the Museum, outlining how they will be involved in the project design phases through to the opening of the museum, and beyond.

• Review Pre-Design materials and discuss work done to date with WHS Design Team, Content

Development Team, Collections Development Team, Underrepresented Cultures Team, Partnership Team, Education Team, and American Indian Nation Engagement Teams, etc.

• Discuss balance of, and opportunities for, digital elements, such as the use of digital tools to link homes and schools across the state with the Museum.

• Review, with the WHS staff, archivists, and historians, the WHS assets and collections including media assets (audio recordings, digital assets, film, video), image collection, photography archive, and artwork.

• Review through-put goals and visitor demographic studies.

• Develop and implement the Content Management System/Database for media, text, image, reproduction, replica, and artifact resources for use by the RAA and MPT teams.

• Discuss and plan a potential statewide tour of historic and cultural sites and places.

• Review the existing Museum closing schedule and discuss strategies for using existing Museum outreach activities and leveraging of the new visitor experience and exhibition design concepts across the state; before and after opening.

Content Development and Interpretive Planning

• Discuss overall narrative, visitor experience, and educational goals for core galleries and first temporary exhibition.

• Review any existing visitor analysis materials including market analysis, visitor surveys, teacher surveys, focus group or community engagement findings -- particularly those from underrepresented cultures, branding documentation, and benchmarking information with an eye to any specific components identified for reevaluation. Benchmarking should align to WHS's new History Principles and Experience Design Philosophy.

• Review, with the WHS curators, archivists, librarians, archeologists, Wisconsin Center for Film and Theater Research (WCFTR) , and Core Project Team, the WHS assets and collections including artifact collection, media assets (audio recordings, digital assets, film, video), image collection, photography archive, and artwork; discuss key assets and storytelling opportunities already developed or desired for reevaluation moving forward.

• Agree upon the platform for, and begin to implement, RAA's Content Management

System/Database for media, text, image, reproductions, replica, and artifact resources for use by the RAA and WHS teams during the exhibition design phases; this system will utilize the information from Argus.

• Discuss the approach for continued content development and script writing, including the roles of WHS staff, RAA Content Team Members, other scholarly and community reviewers/advisors, and determining multilingual approach.

• Collaborate with WHS Project Teams to develop final themes and storylines based on recent audience research and evaluation, core principles, and the history center Vision and Statement of Purpose.

Exhibit Design

• Participate in design discussions focusing on visitor experience.

• Diagram relationships of desired exhibit and/or thematic spaces, and related circulation plans.

• Propose conceptual layouts and determine alignment with Vision and Statement of Purpose.

• Propose experience concepts and visitor engagement approaches.

• Propose signature experiences.

• Identify media opportunities, approaches, strategies.

• Explore graphic hierarchies and signature treatments.

• Propose media approaches and discuss the role of media within the visitor experience.

• Identify exhibit elements with specific or complex spatial requirements.

• Identify key programmatic and multipurpose spaces within core and temporary galleries, and other public spaces.

• Identify first temporary exhibit focus, and propose preliminary exhibit infrastructure.

• Prioritize universal design and accessibility as part of design concept.

• Discuss with the WHS the anticipated/desired longevity for the museum exhibition expectations and develop a design strategy to meet its operational and maintenance goals within its resources, including determining how to update and refresh the exhibitions cost effectively.

Architectural Coordination

• Discuss architectural design with the Project Team, focusing on the Museum's proximity to the

State Capitol; adjacency to Madison's cultural hub; goals to be a civic space; desire for public perception and experience.

• Discuss architectural design in the context of the Museum's desired visitor experience and the site's potential amenities, programs, civic uses, and learning spaces.

• Define preliminary spatial requirements.

• Develop a preliminary spatial plan for the interpretive exhibition program and identify architectural opportunities to support the interpretive experience.

• Discuss optimization of architectural shell and core for exhibit spaces/ exhibition requirements.

• Identify exhibition opportunities and needs that will influence the architectural design, such as large-scale object support needs, "wow" lobby experiences, and sightline considerations.

• Review architectural design and construction schedule in coordination with the exhibition design/fabrication/installation schedule.

• Discuss civic space, event space, amenities, changing gallery space, and exhibition space balance for serving the desired visitor experience.

• RAA will present multiple, at least three, options for layouts, treatments and experiences studied during Concept Design.

OUTCOMES

Process

RAA and the WHS will establish a Project process, protocol, and organization at the outset. By discussing and planning how all constituents involved in the creation of the museum will participate, we will set the course for considered, flexible, open collaboration among all parties. The Work Plan, as well as supporting materials such as organizational charts and the Project Schedule, will reflect this plan comprehensively.

Content

Our task is to understand the full scope of existing content and content resources, including the contributions of all advisers and groups from underrepresented cultures. We will do so by reviewing all documentation that WHS has produced and considers germane to the Project and listening to and discussing priorities and what matters to the WHS. This content immersion will also be critical to building a stable foundation for the Work Plan and Project Schedule.

Design

The primary outcome of the Initial Concept Phase is the articulation of overarching values, goals, and themes within a signature concept design for a connected visitor experience. Through an iterative design process, we will generate design options for the visitor experience that will be tested and considered, taking into account not only the exhibitions but also the building. Preliminary graphic design treatments will be explored. The design options developed in this Initial Concept Phase will be examined more closely, and distilled and honed, in subsequent phases.

Architecture

Ahead of the architectural team’s mobilization, we will develop a narrative design brief for how the building can accommodate the desired Visitor Experience. This brief will include diagrammatic studies of the layout and relationship of thematic areas, and how they might be arranged across the floor plates. Also identified will be opportunities for vistas within the museum, and to adjacent external spaces.

DELIVERABLES

There are two key deliverables in Concept Design:

1. An architectural briefing package, including diagrams and descriptions of the layout and relationships of key thematic areas. Suggested circulation routes, and opportunities for visual connections internally and externally. This documentation should form the basis of our initial discussions with the architectural team once they are mobilized.

2. Concept Phase Exhibition Design Presentation and appendices with the following components:

Content:

• Preliminary narrative descriptions of the visitor experience and of the exhibitions

• Preliminary visitor walkthrough diagram

• Preliminary Content Outline for Artifact, Documents, Photographs, Images, Media, Text

Media:

• Preliminary Media Concepts - Linear and Interactive

• Outline/Draft of preliminary media list

Design:

• Visitor Experience Concepts

• Sketches

• Bubble Diagrams Identifying themes and adjacencies

• Concept floor plans

• Circulation plans

• Key sections and elevations

• Preliminary 3D visualizations

• Preliminary Graphic Design Treatments

• Preliminary media interactives, hands-on interactives, environmental media and special effects concepts

Cost and Schedule:

• Preliminary ROM cost plan

• Updated project schedule for subsequent phases

B. FINAL SCHEMATIC DESIGN

This second stage utilizes the directions agreed, information gathered and processes developed during the Concept Design Phase to continue swiftly into the Schematic Design work.

It is marked by a closer engagement with the project architecture, whether that be a direct engagement with the architect, or a collaboration with the OAC and WHS Project Teams to develop the architectural brief. This focus ensures maximum visual and interpretive impact within the architecture, confirms that adjacencies enhance the visitor experience and facilitate through-put, and to identify any structural or code-based limitations. From this process, spatial coordination drawings are typically developed which serve as a bridge between the development of architecture and exhibits, ensuring a seamless integration of all design. The information contained within these coordination drawings is eventually incorporated into the architect’s construction documents for the building bid package.

Major exhibition development tasks in the final Schematic Design stage include the creation of preliminary visualizations, concept renderings, graphics systems conceptualization, preliminary written treatments for key audio-visual pieces, UI and UX design studies, media concept development and iteration, and the refinement of the exhibition narrative. The completion of these tasks is made possible by the generation of basic floor plans, elevations, and sections for exhibition areas. Close collaboration with curators and content specialists is necessary at this stage as well, to understand artifact procurement, display and conservation strategies, archival asset procurement, and the content research strategy, if any is needed. Cost estimation and firm scheduling become key to ensuring that the project is delivered on time and within budget.

At an agreed midpoint in this phase, RAA will work with the WHS Core Project Team to build upon the community engagement and audience evaluation work that has been completed to date. The goal at this stage is to identify any additional evaluation and engagement work that needs to be done.

Following the plans and schedule established during the earlier Concept Phase, RAA will prepare materials for and actively participate in presentations, discussions, focus groups, and community workshops, exploring the emerging design and interpretive framework. The timing of this work is critical to its success, it needs to be late enough in the phase that we are able to agree clear objectives, yet early enough that the outcomes can be incorporated into the design. Representatives from both RAA’s project management and design functions should participate in the community engagement discussions, focus groups, and community workshops.

ACTIVITIES

Content Development and Interpretive Planning Exhibition Narrative:

• With the WHS Project Teams, finalize narrative exhibition walkthrough.

• Refine exhibition outline.

• Further develop preliminary content matrix that includes media, images, artwork, illustrations, artifacts, and objects.

Exhibition Script:

• Develop primary and secondary storylines based on WHS’s themes and subthemes.

• Provide an outline of all stories to be incorporated into the exhibition.

• Develop preliminary outline for exhibition text.

Assets:

• Conduct additional content research, as needed, in collaboration with the WHS team.

• Review artifact selections, and identify any gaps or items that may require reproduction.

• Develop a matrix for all objects and images that outlines the procurement (if needed), display, plans for mounting, and conservation considerations for objects in the Museum.

• Identify graphic images and any associated research needs for images and other assets not contained within the museum’s immediate collection or archives.

Community Engagement:

• Prepare materials for community engagement activities (community workshops, educator reviews, focus groups, presentations, etc.).

• RAA Project management and design representatives participate in community engagement activities.

• Agree-upon action and design adjustments following outreach activities.

• Implement any agreed-upon adjustments to the design.

Design

3D Design:

• Refine conceptual layouts.

• Refine exhibit concepts.

• Draft selected objects.

• Prepare exhibit floor plans.

• Create Component layout (with key dimensions).

• Develop content layout.

• Draw key elevations and sections.

• Develop preliminary visualizations/concept renderings.

• Discuss, advise, and present existing, new, and emerging lighting technologies for consideration.

• Prepare a lighting and AV control narrative, describing system design and capabilities, equipment specifications, and performance criteria.

Graphic Design:

• Develop graphic identity and visual language.

• Create a preliminary interpretive graphic system with defined hierarchy.

• Develop design treatments for key media and graphics.

Media Design:

• Expand existing written briefs for audio-visual components.

• Expand existing, or develop new, audio-visual component narrative and matrix.

• Develop and visualize key media briefs and program overviews.

• Develop a technology utilization plan for media elements.

Architectural Coordination

• Attend regular meetings with the architectural team.

• Develop preliminary facilities impacts report.

• Participate in architectural team led discussions to explore back of house and non-exhibit space needs, including Specialty Lighting (non exhibit spaces), Food Service, Facility

Rentals, Museum Environmental Standards, Security, Museum Retail Operations, temporary exhibit crate storage, exhibit fabrication workshops, oversized freight elevator design and placement for exhibitions and large artifacts, secure artifact preparation storage, staff offices, admissions, visitor amenities, indoor and outdoor event/program spaces, kitchen demonstration space.

OUTCOMES

In Schematic Design, we work in a collaborative environment with project stakeholders. As the themes are expressed in the design, the narrative outline takes final shape, and content is keyed to the interpretive plan. Documentation will be shared in facilitated workshops, ensuring the engagement of all communities in the creation of the museum. Key presentations to Staff, WHS Board, Stakeholders, Donors, and Funders will be delivered.

Design decisions will be honed, and at the conclusion of this phase, the interpretive plan will be finalized, along with visualized renderings showing significant artifacts, media-based exhibition experiences, and the integration of the Visitor Experience in the building’s architecture.

During this phase, the script outline will be shaped. The content matrix will reflect not only the selected holdings of the WHS but also how those objects will be organized and assigned to exhibition areas in ways that capture visitors’ imagination and aligns with the Vision and Statement of Purpose.

The Media Design concepts, and corresponding integration strategies, will be evaluated by the Core

Project Team and selected stakeholders, and a conceptual direction will be reached with the approval of WHS Museum Steering Team. Budgeting for this will be reviewed closely to determine scope and how the museum can operate, maintain, and change the media over the long term within its resources.

The spatial requirements for the base building infrastructure will be defined within a preliminary architectural coordination set, and a preliminary facilities impact report will inform the developing architectural design.

DELIVERABLE

The conclusion of Schematic Design will be documented in a coordinated design deliverable, articulating and illustrating the work developed. The document will include the following:

Content Development and Interpretive Planning

• Renderings and narrative descriptions of the visitor experience and of the exhibition components

• Visitor walkthrough diagram coded with content that is mapped to exhibition design plans and elevations. This should be built in a “white wall” 3D digital environment as well.

• Matrix outlining artifacts, documents, photographs, images, artwork, media, text

• Draft exhibition script outline

• Media Design

• Media strategy identifying types

• Illustrated media concepts for key pieces – linear and interactive

• Identification of all preliminary media concepts

• Key media briefs coded to plans

Exhibit Design

• Schematic Drawing Set including—plans, elevations, sections

• Design and renderings of temporary gallery systems and infrastructure

• Graphic hierarchy

• Preliminary materials boards

• Spatial coordination package, including a 3D digital format in RAA’s native 3D formats – to be discussed and reviewed with Architectural team

• Preliminary facilities impact report

[6.1.2]

PHASES OF WORK AND IDENTIFICATION OF ACTIVITIES,

OUTCOMES, AND DELIVERABLES – DESIGN DEVELOPMENT PHASE

Note: Design Development and Bid Documents are to be combined into a single phase.

The objective of the Design Development stage is to imbue present exhibition design and content components with a new level of detail. Scale floor plans and elevations of exhibition areas are now generated. Detailed content outlines are developed that can guide artifact, photograph, and graphic research and acquisition. Graphics systems, which were first conceptualized in the Schematic Phase, are now explored for interpretive panels. Back-of-house control facilities are explored and specifications determined in consultation with specialists and the architect. If needed, electrical engineers and lighting designers are brought on board, along with other technical experts deemed appropriate. Colors and finishes for all aspects of the exhibition and its environment, such as ceilings, floors, walls, railings, and display cases are reviewed with the client.

Note: We propose that certain tasks that were assigned within Addendum II to the Construction

Documents Phase - such as the development of the final artifact schedule - be retained in this phase to ensure that all content-related tasks are completed ahead of final script writing, which will be undertaken during the Construction Documents Phase.

ACTIVITIES

Content Development and Interpretive Planning

Exhibition Narrative

• Finalize exhibition narrative.

• Finalize narrative exhibition walkthrough.

• Finalize exhibition outline.

• Produce numbered and cross-referenced content matrices of the script, objects, images, panels, cases, and finishes keyed to exhibit and graphic design documents.

• Artifacts, objects.

• Finalize written treatments.

• Produce script outline.

Exhibition Script

• Identify all text to be incorporated into Exhibition.

• Develop final primary, secondary, tertiary storylines and word count.

• Finalize script outline.

Assets

• Finalize content research effort in collaboration with the WHS.

• Finalize artifact selection, procurement, display, and conservation requirements.

Design

3D Design

• Finalize design development documentation for technical consultant review.

• Develop revised and detailed visualizations and concept renderings.

• Generate scaled floor plans and elevations of all exhibit areas.

• Develop floor plans indicating all exhibition components, providing exhibit codes coordinated with content outline.

• Create preliminary display case layouts.

• Develop AV hardware specifications.

• Develop lighting layouts and specifications.

• Review of museum-provided conservation requirements for each object, and incorporation into draft specifications.

Graphic Design

• Develop detailed graphic panel systems and specifications.

• Develop all major graphic design elements.

• Develop key graphic elevations.

Media Design and Integration

• Plan for media integration into exhibition and visitor experience.

• Finalize written briefs and media treatments.

• Provide input to WHS in the development of the Media Production Request for Proposal.

• Complete media component narrative and matrix.

• Outline preliminary hardware integration strategies.

• Coordination of media and interactive environments with the final lighting design, audiovisual systems.

• Development of media specifications.

Architectural Coordination

• Ongoing meetings with the architectural team to define requirements for exhibition program for inclusion in architectural documents.

• Refinement of facilities impact report.

• Development of preliminary electrical coordination package.

• Finalize security plan, with related specifications.

• Workshopping with the architectural team and selected specialty consultants to explore back-of-house and non-exhibit space needs, including retail and food and beverage, etc.

OUTCOMES

The outcome of Design Development should be a full understanding of the Visitor Experience, and how that experience maps into physical space. All elements will be quantified and located within the design.

The graphic system is fully designed and understood, and individual panels are identified and located on drawings. Briefs are finalized for all media programs, and the script outline is complete.

An opportunity exists in Design Development for the contributions of stakeholders, as themes that were advanced in Schematic Design are given their final shape in this phase. Through facilitated workshops, stakeholder input will be captured and applied to the design developed in this phase of work, again allowing for the engagement of all communities in the creation of the museum.

Detailed Design Development visualizations will be created using a robust catalog of artifacts, photographs, imagery, graphic, and media assets identified through the phases of work. Detailed studies will demonstrate refinements in the Visitor Experience. Interactive programs—both media-based and hands-on—will be designed and discussed.

The exhibition script with primary, secondary, and tertiary themes—the final organization of which will be confirmed with the WHS—will complete the Exhibition Content Outline and Content Matrix.

Linear and interactive media will be described in detail in the Media Matrix developed for bid by the

Media Producers. A preliminary equipment list and hardware specifications for media programs will be generated.

The technical requirements for the base building exhibition infrastructure will be defined during this phase and captured in an infrastructure drawing set.

DELIVERABLES

Note: Design Development and ‘Construction Documents’ deliverables are to be combined into a single delivery.

Design Development Phase Exhibition Design Book with the following components:

Content Development and Interpretive Planning

• Final Narrative descriptions of visitor experience and of the exhibition

• Final Visitor walkthrough diagram, coded with content and mapped to exhibition design plans and elevations

• Final content matrix including artifacts, documents, photographs, images, artwork, and text keyed to design documents

• Final artifact schedule that is numbered and keyed to the exhibit design documents

• Final Draft Exhibition Outline

• Final Exhibition Script Outline

Media

• Final Media Matrix

• Final Media Briefs

• Final Graphic Strategy for Media

• Preliminary Media Equipment List and Specifications

Design

• Developed Exhibition Drawings—Plans, Elevations, Sections, and Details

• Final Exhibition Graphic Design Treatments

• Final Graphic Panel Schedule

• Preliminary Exhibition Lighting Concepts, Design, and Specifications and preliminary AV hardware systems Designs and Specifications

Architectural Coordination

• Preliminary Electrical Coordination Package

• Security Coordination Package

• Facilities impact report

[6.1.3]

PHASES OF WORK AND IDENTIFICATION OF ACTIVITIES, OUTCOMES, AND

DELIVERABLES – BID DOCUMENTS

Note: Design Development and Bid Documents are to be combined into a single phase.

This stage of the exhibition design process involves the client’s sign-off on each area of the exhibition, allowing RAA to focus on preparing final floor plans (keyed to content), elevations, sections, details, script, and graphics for their inclusion in a control set of documents and specifications. These documents are intended to be the basis for a Request For Proposal (RFP) process to select a

Fabricator to implement the approved designs, and will be compatible with the architect’s work to facilitate coordination and communication with their consultants and engineers. All technical components and systems are specified, and the final exhibit script will be produced.

Content

Script:

• Produce final exhibit script following the agreed upon script outline finalized in Design

Development.

Design

3D Design:

• Prepare final exhibit floor plans, keyed to content.

• Prepare final exhibit elevations.

• Prepare final exhibit sections.

• Finalize artifact case layouts and dimensions detail artifact mounts.

• Prepare final exhibit details.

• Prepare final lighting layouts and case lighting strategy.

• Prepare final equipment schedules.

• Prepare final written specifications package.

• Generate detailed design control drawings and 3d digital “fly-through” of all exhibitions.

• Align 3D digital “fly-through” with architectural “fly through” to ensure complete view of visitor experience.

• Produce specifications.

• Specify all technical components and systems.

• Incorporate specifications from exhibit design consultants— including AV systems design, lighting, security, and electrical.

Architectural Coordination

• Ongoing meetings with the architectural team to finalize requirements for exhibition program for inclusion in architectural documents

• Finalization of facilities impact report

• Development of electrical coordination package

• Development of data/IT coordination package

DELIVERABLES

Note: Design Development and Bid Documents deliverables are to be combined into a single delivery.

Content Script:

• Final exhibit script keyed to script outline and drawings

Design

3D Design:

• Exhibition design floor plans, elevations, sections, and details

• Equipment lists

• Case and artifact layouts

• Artifact mount details

• Reference package for reproductions

Architectural Coordination

• Electrical Coordination Package

• Data Coordination Package

• Facilities impact Report

[6.1.4]

PHASES OF WORK AND IDENTIFICATION OF ACTIVITIES, OUTCOMES, AND

DELIVERABLES - FABRICATION AND INSTALLATION PHASE

We suggest separating the Fabrication and Installation Phase into two distinct Stages:

E. Proposal - Exhibit Fabrication and Installation

F. Implementation - Fabrication and Installation

E. PROPOSAL - EXHIBIT FABRICATION AND INSTALLATION

It is understood that the WHS will seek competitive proposals for the fabrication and installation of the

Project. Following the Wisconsin state procurement process, all proposals for exhibit fabrication will be reviewed and scored by the WHS and a fabricator selected.

ACTIVITIES

• Participate in the development of requirements and scoring benchmarks for the Request for

Proposal (RFP).

• Participate in site visits as required by the RFP.

• Assist WHS, as needed, in answering questions in the Question and Answer period.

• Assist WHS, as needed, with information needed by WHS for the selection process.

• Assist fabricator with Value Engineering project, if required.

OUTCOMES

The key objective of this phase is to enable WHS to select the best Fabrication partner(s) to deliver the approved design.

As requested by WHS, requirements and scoring benchmarks and information related to the process.

F. IMPLEMENTATION - FABRICATION AND INSTALLATION

Fabrication and Installation of the physical exhibits for the Museum begins. RAA, with the WHS, will frequently review the work of the fabricator to ensure conformity with the Design Documents, and RAA will help with the supervision of the installation and the testing and commissioning of all equipment and media. Once AV systems are installed, on-site finishing and testing/debugging is completed.

ACTIVITIES

• Review shop drawings, submittals, and RFIs (Request for Information).

• Answer Fabricator RFIs related to design.

• Attend shop visits and reviews.

• Perform inspections and oversight review.

• Have a presence on-site.

• Visit the exhibition fabricator’s facility.

• Evaluate prototypes of interactive components.

• Evaluate full-scale mock-ups of details.

• Oversight of media systems and software commissioning from prototyping, testing to finished product.

• Review of artifact installation and mount making.

• Final focusing of lighting.

• Generate punch list.

• Issue final punch list.

• Give approval, with the WHS and the WHF, on the exhibition installation.

• Provide press and public relations support.

• Participate in launch events and opening ceremony.

The key outcome of the Implementation phase is a project that successfully delivers the design.

During the Fabrication and Installation and Media Production Phases, as per the schedule, the selected

Fabricator will present a schedule which RAA, with WHS, will review, revise, and approve. The Project

Schedule will incorporate all reviews of fabrication and media, presentations, prototyping and testing, continued coordination with the building construction, and ongoing refinements and clarifications to all exhibit-related work taking place.

RAA will be on-site to prepare for the installation, review the building construction, and coordinate any changes from the Contract Documents with the Fabricator and Media Producer, who similarly will be on-site. Once substantial completion is reached, and the museum spaces are dust-free, RAA may review architectural shop drawings for additional coordination of the exhibition fit in the museum spaces.

In the final phase of the installation process, RAA will be on-site to assist with the commissioning of media installations and to oversee the final focusing of the exhibit lighting. Punch lists will be drawn up prior to opening in time for the Fabricator to complete the punch list prior to opening.

DELIVERABLES

• Shop Drawing markups and approvals with the WHS; approvals of materials and finishes

• Prototype Report

• Punch List

[6.1.5]

PHASES OF WORK AND IDENTIFICATION OF ACTIVITIES, OUTCOMES, AND

DELIVERABLES - POST-OPENING PHASE

• Meet on-site with the WHS to walk through the Museum and review design-related needs.

• Develop a report on design failure for design-related needs scope of work.

• Submit the report to the WHS for approval and sign-off.

• Develop documentation for design-related needs.

• Prepare documentation for appropriate Fabricators, and Media and Technical Providers.

• Submit report for review and pricing; resolve approaches for remedy of design-related needs.

• Review pricing and approaches.

• Schedule design-related needs work and oversee work.

• Work with the WHS to strategize work to mitigate disruption to exhibition hours.

• Review work on-site.

• Submit approval documentation to WHS for sign-off.

The primary objective of the Post Opening Phase is to provide the client with the confidence and tools to take full operational control of the exhibition program.

Within the 6 months after the Project’s opening, RAA will meet with the WHS at an agreed-upon date to address any outstanding design-related needs and work together to identify timely solutions.

• Design-related needs document: Control Documents that provide WHS with approved remedies.

• Work schedule

• Review and seek WHS approval and sign-off on the remedy work.

• Oversee the work on-site.

[6.2]

MILESTONE & FEE SCHEDULE AND SERVICES

[PLEASE REFER TO THE FINAL FEE DOCUMENT.]

The schedule is the basis for discussion, and corresponds with the more detailed phase-by-phase task, objective, and deliverable descriptions in section 6.1. The work periods indicated are the minimum durations that we anticipate being required for each phase, but the timing of those phases is flexible. In particular, we look forward to discussing with the WHS the Implementation Phase schedule.

Additionally, we have indicated a typical number of meetings and workshops per phase, but this can be adapted to suit the particular needs of each phase as they arise. In addition to client focused workshops, we anticipate involvement in audience engagement and evaluation efforts, community workshops, and other stakeholder and advancement presentations, as required by the museum. We are also allowing for and anticipating face-to-face meetings with our subconsultant team throughout the phases, as appropriate to the particular discipline.

Media production often aligns with the Fabrication and Implementation phase, but can be brought forward if desired. The final media briefs will be available at the conclusion of Design Development.

The invoicing schedule tracks the working periods, with monthly invoices generated based on the percentage complete of each particular workstream.

Services within the scope of this proposal include:

Design Services (services which correspond directly with a deliverable)

• Exhibit 3D design

• Exhibit graphic design

• Exhibit lighting design

• Exhibit AV hardware systems design

• Exhibit media design

• Exhibit electrical and IT design

• Exhibit security

• Content development

• Script writing

• High fidelity fundraising Visualizations (2 per gallery) timing to be confirmed and documented in Work Plan.

• ROM budgeting

Consultancy Services (services which inform the project, but do not directly produce a deliverable)

• Facilities design

• Artifact conservation

• Acoustic design

• Participation in audience engagement and evaluation

Services Not Included in Contract

Services not included in RAA’s basic scope of work, but at the Client’s request RAA, can submit a proposal for providing them:

• BIM

• Independent cost estimating and cost plan preparation.

• Additional renderings

• Master Planning

• Branding

• Business Planning

• Interior Design for Non Exhibit Spaces

• Acoustic Design

• Architectural / MEP / Structural / Fire Safety

• Website

• Wayfinding/ Signage

• Post-Occupancy Evaluation

• Software Production

• Foreign Language Translations

• Audience Evaluation and Research

• Exhibit Fabrication

• Graphic Production

• Media Production

• Grant Writing

• Institutional Advancement (Fundraising)

• Placemaking

• Institutional Identity