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PA9702-CS 961119AGENDA REQUEST FORM CITY COUNCIL MEETINQ:NOvembCr 19, 1996 ITEM # ~ ITEM CAFrlON: Consider approval of an architect~al contract for the preparation of the design, construction specifications and administration, for the construction of an aquatics and recreation centers. SUBMITTED BY:Gary D. Sims TITLE: Di/ector of Leisure Services STAFF RECOMMENDS: Approval XX Dent.1 STAFF COMIMENTS: According to the Articles of Incorporation and By-laws of the Coppell Bconomic Development Corporation (as approved by the Coppell City Council), the attached contract between Brinkley Sargent Architects, InC. arid the Coppell F.P.~onovaic Development Corporation is submitted for council review and approval. It is not necessw] for the Mayor to sign the attached document, a__,~co~rding to opinion of the City Attorney. BUDGET AMT.$ FINANCIAL COMMENTS: +/- BUD:$ Funds will be advanced to the Corporation by the City, to be reimbursed by bond proceeds. CITY MANAGER REVIEW: Document Nams b~nklsysargs~ Standard Form of Agreement Between Owner and Architect AIA Document Bt4t - Electronic Format AGREEMENT made as of the Fifteenth day of October in the year of Nineteen Hundred and Ninety-six BETWEEN the Owner: City of Copl>cll 255 Parkway BIrd. Coppcll, Texas 75019 and the Architect: BrinkIey Sargent Architects 5000 Quorum Drive, Suite 123 Dallas, Texas 75240 For the following Projcct: The project includes development of an Aeuatic and Recreation Center with a construction budget of $6,000,000. Location of ffit facility is to be determined. Senoe of work includes all site work. building, and mste~lanninR. The Owner and Architect agree as set forth below. THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES; CONSULTATION WITH AN ATTORNEY 18 ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION. AUTHENTICATION OF THIS ELECTRONICALLY DRAFTED AIA DOCUMENT MAY BE MADE BY USING AIA DOCUMENT D401. Copyright 1917. 1926. 1948. 1951, 1953. 195g, 1961, 1963, 1966. 1967, 1970, 1974, 1977. 1987 by The American Institute of Architects, 1735 New York Avenue, N.W., Washington, D.C., 20006-5292. Reproduction oftbe material heroin or substantial quotation of its provisions without written permission of the AIA violates the copyright laws of the United States and will be subject to I¢gal prosecution. Electronic Document Service B141-1987 I TERMS AND CONDITIONS OF AGREEMENT BETWEEN OWNER AND ARCHITECT ARTICLE 1 ARCHITECT'S RESPONSIBILITIES 1.1 ARCHITECT'S SERVICES 1.1.1 The Architcct's services consist of those services performed by the Architect, Architect's employees and Architect's consultants as enumerated in Articles 2 and 3 of this Agreement and any other services included in Article 1.1.2 The Architect's services shall be performed as expeditiously as is consistent with professional skill and care and the orderly progress of the Work. Upon request of the Owner, the Architect shall submit for the Owner's approval a schedule for the performance of the Architect's services which may be adjusted as the Project proceeds, and shall include allowances for periods of time required for the Owner's review end for approval of submissions by authorities having jurisdiction over the Project. Time limits established by this schedule approved by the Owner shall not, except for reasonable cause, be exceeded by the Architect or Owner. 1.1.3 The services covered by this Agreement are subject to the time limitations contained in Subparagraph 11.5.1. ARTICLE 2 SCOPE OF ARCHITECT'S BASIC SERVICES 2.1 DEFINITION 2.1.1 The Architect's Basic Services consist of those described in Paragraphs 2.2 through 2.6 nnd any other services identified in Article 12 as part of Basic Services, and include normal structural, mechanical and electrical engineering services. 2.2 SCHEMATIC DESIGN PHASE 2.2.1 The Architect shall review the program furnished by the Owner to ascertain the requirements of the Project and shall arrive at a mutual understanding of such requirements with the Owner. 2,2.2 The Architect shall provide a preliminary evaluation of the Owner's program, schedule and construction budget requirements, each in terms of the other, subject to the limitations set forth tn Subparagraph 5.2. I. 2.2,3 The Architect shall review with the Owner alternative approaches to design and construction of the Project. 2.2,4 Besed on the mutually agreed-upon program, schedule and construction budget requirements, 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. 2.2.5 The Architect shall submit to the Owner a preliminary estimate of Construction Cost based on current area, volume or other unit costs. 2.3 DESIGN DEVELOPMENT PHASE 2.3.1 Based on the approved Schematic Design Documents and any adjustments authorized by the Owner in ~e program, schedule or construction budget, the Architect shall prepare, for approval by the Owner, Design Development Documents consisting of drawings and other documents to fix and describe the size and character of the Projoel as to architectural, structural, mechanical nnd electrical systems, materials end such other elements as may be appropriate. 2.3.2 The Architect shall advise the Owner of any adjustments to the preliminary eatinure of Construction Cost. 2.4 CONSTRUCTION DOCUMENTS PHASE 2.4.1 Based on the approved Design Development Documents and any further adjustments in the scope or quality of the Project or in the construction budget authorized by the Owner, the Architect shall prepare, for approval by the Owner, Construction Documents consisting of Drawings and Specifications setting forth in detail the requirements for the construction of the Project. 2.4.2 The Architect shall assist the Owner in the preparation of the necessary bidding information, bidding forms, the Conditions of the Contract, and the form of Agreement between the Owner and Contractor. INSERT A The architect shall assist the owner through the preparation of bid specifications, drawings, Electronic Document Service BI41-1987 2 evaluation of bids, distributing plans and sOecifications to selected metro01ex Olan runs~ distribution of plans to prospective bidders, submission of recommendations of bidders, recommendations regarding the return of bid bonds, etc. This section will also cover other related items such as oreoaration of construction contracts and administration of the construction project, etc. 2.4.3 The Architect shall advise the Owner of any adjustments to previous preliminary estimates of Construction Cost indicated by changes in requirements or general market conditions. 2.4.4 The Architect shall assist the Owner in connection with the Owner's responsibility for filing documents required for the approval of governmental authorities having jurisdiction over the Project. 2.5 BIDDING OR NEGOTIATION PHASE 2.5.1 The Architect, following the Owncr's approval of the Construction Documents and of the latest preliminary estimate of Construction Cost, shall assist the Owner in obtaining bids or negotiated proposals and assist in awarding and preparing contracts for construction. 2.6 CONSTRUCTION PHASE-ADMINISTRATION OF THE CONSTRUCTION CONTRACT 2.6.1 The Architect's responsibility to provide Basic Services for the Construction Phase under this Agreement commences with the award of the Contract for Construction and terminates at the earlier of the issuance to the Owner of the final Certificate for Payment or 60 90 days after the date of Substantial Completion of the Work. 2.6.2 The Architect shall provide administration of the Contract for Construction as set forth below and in the edition of AIA Document A201, General Conditions of the Contract for Construction, current as of the date of this Agreement, unless otherwise provided in this Agreement. 2.6,3 Duties, responsibilities and limitations of authority of the Architect shall not be restricted, modified or extended without written agreement of the Owner and Architect with consent of the Contractor, which consent shall not be unreasonably withheld. 2.6.4 The Architect shall be a representative of and shall advise and consult with the Owner (1) during construction until final payment to the Contractor is due, and (2) as an Additional Service at the Owner's direction from time to time during the correction period described in the Contract for Construction. The Architect shall have authority to act on behalf of the Owner only to the extent provided in this Agreemere unless otherwise modified by ~ritten instrument 2.6.5 The Architect shall v~stt the site at intervals appropriate to the stage of construction 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 is being performed in a manner indicating that the Work when completed will be in accordance with the Contract Documents. However, the Architect shall not be required to make exhaustive or continuous on-she inspections to cheek the quality or quantity of the Work On the basis of on-site observations as an architect, the Architect shall keep the Owner informed of the progress and quality of the Work, and shall endeavor to guard the Owner against defects and deficiencies in the Work Architect will develop field report do~umcntinR each trip to site. Trios to site shall be an averaRe of two trios per month. (More extensive site representation may be agreed to aJ an Additional Service, a$ described in Paragraph J. 2.) 2.6,6 The Architect shall not have control over or charge of and shall not be responsible for construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the Work, since these are solely the Contractor's responsibility under the Contract for Construction. The Architect shall not be responsible for the Contractor's schedules ur failure to cany out the Work in accordance with the Contract Documents. The Archit~t shall not have control over or charge of acts or omissions of the Contractor, Subcontractors, or their agents or employees, or of any other persons potforming portions of the Work. 2.6,7 The Architect shall at all times have access to the Work wherever it is in preparation or progress. 2,6,8 Except as may otherwise be provided in the Contract Documents or when direct communications have been specially authorized, the Owner and Contractor shall communicate through the Architect. Commnnications by and with the Architect's consultants shall be through the Architect. 2.6.0 Based on the Architect's observations and evaluations of the Contractor's Applications for Payment, the Architect shall review and certify the amounts due the Contractor. 2,6,10 The Architect's certification for payment shall constitute a representation to the Owner, based on the Architect's observations at the site as provided in Subparagraph 2.6.5 and on the data comprising the Contractor's Application for Payment, that the Work has progressed to the point indicated and that, to the best of the Architcct's knowledge, information and belief, quality of the Work is in accordance with the Contract Documents. The foregoing representations are subject Electronic Document Service BI41-1987 3 to an evaluation of the Work for conformance ~ith the Contract Documents upon Substantial Completion. to results of subsequent tests and inspections, to minor deviations from the Contract Documents correctable prior to completion and to specific qualifications expressed by the Architect. The issuance of a Certificate for Payment shall further constitute a representation that the Contractor is entitled to payment in the amount certified. However, the issuance of a Certificate for Payment shall not be a representation that the Architect has (I) made exhaustive or continuous on- site inspections to cheek the quality or quantity of the Work, (2) reviewed construction means, methods, techniques, sequences or procedures, (3) reviewed copies of requisitions received from Subcontractors and material suppliers and other data requested by the Owner to substantiate the Contractor's right to payment or (4) ascertained how or for what purpose the Contractor has used money previously paid on account of the Contract Sum. 1.6.'1'1 The Architect shall have authority to reject Work which does not conform to the Contract Documents. Whenever the Architect considers it necessary or advisable for implementation of the intent of the Contract Documents, the Architect will have authority to require additional inspection or testing of the Work in accordance with the provisions of the Contract Documents, whether or not such Work is fabricated, installed or completed. However, neither this authority of the Architect nor a decision made in good faith either to exercise or not to exercise such authority shall give rise to a duty or responsibility of the Architect to the Contractor, Subcontractors, material and equipment suppliers, their agents or employees or other persons performing portions of the Work. 2,6.'12 The Architect shall review and approve or take other appropriate action upon Contractor's submittals such as Shop Drawings, Product Data and Samples, but only for the limited purpose of checking for conformanne with information given and the design concept expressed in the Contract Documents. The Architect's action shall be taken with such reasonable promptness as to cause no delay in the Work or in the construction of the Owner or of separate contractors, while allowing sufficient time in the Architect's professional judgment to permit adequate review. Review of such submittals is not conducted for the purpose of determining the accuracy and completeness of other details such as dimensions and quantities or for substantiating instructions for installation or performance of equipment or systems designed by the Contractor, all of which remain the responsibility of the Contractor to the extent required by the Contract Documents. The Architect's review shall not constitute approval of safety precautions or, unless otherwise specifically stated by the Architect, of construction means, methods, techniques. sequences or procedures The Architect's approval of a specific Item shall not indicate approval of an assembly of whmh the item ~s a component. When professional certification of performance characteristics of materials, systems or equipment is required by the Contract Documents, the Architect shall be entitled to rely upon such certification to establish that the materials, systems or equipment will meet the performance criteria required by the Contract Documents. 2.6.'13 The Architect shall prepare Change Orders and Construction Change Directires, with supporting documentation and data if deemed necessary by the Architect as provided in Subparagraphs 3.1 .I and 3.3.3, for the Owner's approval and execution in accordance with the Contract Documents, and may authorize minor changes in the Work not involving an adjustment in the Contract Sum or an extension of the Contract Time which are not inconsistent with the intent of the Contract Documents. I'.6.'14 The Architect shall conduct inspections to determine the date or dates of Substantial Completion and the date of final completion, shall receive and forward to the Owner for the Owner's review and records written warranties and related documents required by the Contract Documents and assembled by the Contractor, and shall issue a final Certificate for Payment upon compliance with the requirements of the Contract Documents. 1.g.'15 The Architect shall interpret and decide matters concerning performance of the Owner and Contractor under the requirements of the Contract Documents on written request of either the Owner or Contractor. The Architect's response t~ such requests shall be made with reasonable promptness and within any time limits agreed upon. 2.6,'16 Interpretations and decisions of the Architect shall be consistent with the intent of and reasonably inferable from the Contract Documents and shall be in writing or in the form of drawings. When making such interpretations and initial decisions, the Architect shall endeavor to secure faithful performance by both Owner and Contractor, shall not show partiality to either, and shall not be liable for results of interpretations or decisions so rendercd in good faith. 2.$.17 The Architect's decisions on matters relating to aesthetic effect shall be final if consistent with the intent expressed in the previously approved =Contract Documents. 2,6.'18 The Architect shall render written decisions within a reasonable time on all claims, disputes or othcr matters in question between the Owner and Contractor relating to the execution or progress of thc Work as provided in the Contract Documents. Electronic Document Service B141-1987 4 2.6.19 The Architect's decisions on claims, dzsputes or other matters, Including those in question between the Owner and Contractor, except for those relating to aesthetic effect as provided in Subparagraph 2.6 17, shall bc subject to arbitration as provided in this Agreement and in the Contract Documents. ARTICLE 3 ADDITIONAL SERVICES 3.1 GENERAL 3,1.1 The services described in this Article 3 are not included in Basic Services unless so identified in Article 12, and they shall bc paid for by the Owner as provided in this Agreement, in addition to the compensation for Basic Services. The services described undar Paragraphs 3.2 and 3.4 shall only be provided if authorized or confirmed in writing by the Owner. If services described under Contingent Additional Services in Paragraph 3.3 are required due to circumstances beyond the Architect's control, the Architect shall notify the Owner prior to commencing such services. If the Owner deems that such services described under Paragraph 3.3 are not required, the Owner shall give prompt written notice to the Architect. If the Owner indicates in writing that all or part of such Contingent Additional Services are not required, the Architect shall have no obligation to provide those services. 3.2 PROJECT REPRESENTATION BEYOND BASIC SERVICES 3.2,1 It shall be the resvonsibilitv of BSAI to negotiate with the EDC throuRh their official representative, Gary Sims, Director of Leisure Services, for any and all additional services requirine additional fees. tf~mere extensive representation at the site than is dcscribe. d in Subparagraph 2.6.5 is required, the Architect shall provide one or more Project Repr,:sentativc3 to n~ist in carryiali out such additional on-site responsibilities. 3.2.2 Project Representatives shall be selected, employed and directed by the Architect, and the Architect shall be compensated therefor as agreed by the Owner and Architect The duties, responsibilities and limitations of authority of Project Representatives shall be as described in the edition of AIA Document B352 current as of the date of this Agreement, unless otherwise agreed. 3.2.3 Through the observations by such Project Representatives, the Architect shall endeavor to provide further protection for the Owner against defects and deficiencies in the Work, but the furnishing of such project representation shall not modify the rights, responsibihtles or obligations of the Archncct as described elsewhere m this Agreement 3.3 CONTINGENT ADDITIONAL SERVICES 3.3.1 Making revisions in Drawings, Specifications or other documents when such revisions are: .1 inconsistent with approvals or instructions previously given by the Owner, including revisions made necessary by adjustments in the Owner's program or Project budget; .2 required by the enactment or revision of codes, laws or regulations subsequent to the preparation of such documents; or .3 due to changes required as a result of the Owner's failure to render decisions in a timely manner. 3.3.2 Providing services required because of significant changes in the Project including, but not limited to, size, quality, complexity, the Ownees schedule, or the method of bidding or negotiating and contracting for construction, except for services required under Subparagraph 5.2.5. 3.3.3 Preparing Drawings, Specifications and other documentation and supporting data, evaluating Contractor's proposals, and providing other services in connection with Change Orders and Construction Change Directires. 3.3.4 Providing services in connection with evaluating substitutions proposed by the Contractor and making subsequent revisions to Drawings, Specifications and other documentation resulting therefrom. 3.3.5 Providing consultation concerning replacement of Work damaged by fire or other cause during construction, and furnishing services required in connection with the replacement of such Work. 3.3.6 Providing services made necessary by the default of the Contractor, by major defects or deficiencies in the Work of the Contractor, or by failure of performance of either the Owner or Contractor under the Contract for Construction. 3.3.7 Providing services in evaluating nn extensive number of claims submitted by the Contractor or others in connection with the Work. 3.3.8 Providing services in connection with a public hearing, arbitration proceeding or legal proceeding except where the Architect is party thereto. All requested Council vresentations will be considered Basic Services. 3.3,9 Preparing documents for alternate, separate or sequential bids or providing services in connection with Electronic Document Service B141-1987 5 biddang. negotiation or construction prior to the complchon of the Construction Documents Phase 3.4 OPTIONAL ADDITIONAL SERVICES 3.4.1 Providing analyses of thc Owncr's needs and programming the rcquiremcnts of the Project, INSERT B See 12.1.3 3.4.2 Providing financial feasibility or other special studies. 3.4.3 Providing planning surveys, site evaluations or comparative studies of prospective sites. INSERT C See 12.2.2 3.4.4 Providing special surveys, environmental studies and submissions required for approvals of governmental authorities or others having jurisdiction over the Project 3.4.5 Provzding services relative to future facilities, systems and equipment. 3.4.6 Providing services to investigate existing conditions or facilities or to make measured drawings thereof. 3.4.7 Providing services to verify the accuracy of drawings or other information furnished by the Owner. 3.4.8 Providing coordination of construction performed by separate contractors or by ~e Owner's own forces and coordination of services required in connection with construction performed and equipment supplied by the Owner. 3.4.9 Providing services in connection with the work of a construction manager or separate consultants retained by the Owner. 3.4.10 Providing detailed estimates of Construction INSERT D See 12.1.2 3.4.11 Providing detailed quantity surveys or inventories of material, equipment and labor. 3.4.12 Providing analyses of owning and operating 3.4.13 Providing interior design and other aimliar services required for or in connection with the selection, procuremeat or installation of furniture, fu.,ishings and related equipment, 3.4.14 Providing services for planning tenant or rental 3.4.15 Making investigations, inventories of materials or equipment, or valuations and detailed appraisals of existing facilities. 3.4.16 Preparing a set of reproducible record dra~mgs showing significant changes tn the Work made during construction based on marked-up prints, dra~mgs and other data furnished by the Contractor to the Architect 3.4.17 Providing assistance in the utflizatton el' equipment or systems such as testing, adjusting and balancing, preparation of operation and maintenance manuals, training personnel for operairon and maintenance, and consultation during operation. 3.4.18 Providing services after issuance to the Owner of the final Certificate for Payment, or in the absence of a final Certificate for Payment, more than 60 days after the date of Substantial Completion of the Work. 3.4.19 Providing services of consultants for other than architectural, structural, mechanical and electrical engineering portions of the Project provided as a part of Basic Services. INSERT E See t2.1.1 3.4.20 Providing any other services not otherwise included in this Agreement or not cust~marily furnished in accordance with generally accepted architectural practice. ARTICLE 4 OWNER'8 RESPONSIBILITIES 4,t The Owner shall provide full information regarding requirements for the Project, including a program which shall set forth the Owner's objectives, schedule, constraints and criteria, including space requirements and relationships, flexibility, expandability, special equipment, systems and site requirnmante. 4.2 The Owner shall establish and update an overall budget for the Project, including the Construction Cost, the Owncr's other costs and reasonable contingencies related to all of these casts. 4.3 If requested by the Architect, the Owner shall furnish evidence that financial arrangements have been made to fulfill the Owner's obligations under this Agreement. 4.4 The Owner shall designate a representative authorized to act on the Owner's behalf with respect to the Project. The Owner or such authorized representative shall render decisions in a timely manner pertaining to documents submitted by the Architect in order to avoid unreasonable delay in the orderly and sequential progress of the Architect's services. 4.5 The Owner shall fu,,ish surveys describing physical characteristics, legal limitations and utility Incafinns for the site of the Project, and e written legal description of the site. The surveys and legal inf~,,atian shall include, as applicable, grades and lines of strccts, alleys, pavements end adjoining property and structures; Electronic Document Service B141-1987 6 ~diaccnt~tralnagc; rights-of-way rcstrictions, cascmcnts, ~nef~chmcnt3, zoning, dccd rcstrictions, bouodraric3 a~d co, stouts of thc sitc; location3, dimcnsion3 and necessary data pcrtaining to cxisting buildings, other ~mprovcmcnts and trccs; and information concerning available utility scrviccs and lines, both public and private, above and bclow gradc, including inverts and depths. All the information on the survcy shall bc referenced to a project benchmark. INSERT F See t2.2.t. 4.6 The Owner shall furnish the services of geotechnical engineers when such services are requested by the Architect Such services may include but are not limited to test borings, test pits, determinations of soil bearing values, percolation tests, evaluations of hazardous materials, ground corrosion and resistivity tests, including necessary operations for anticipating subsoil conditions, with reports and appropriate professional recommendations. 4.6.1 The Owner shall furnish the services of other consultants when such services are reasonably required by the scope of the Project and are requested by the Architect. 4.7 Thc Owner shall fur.lab structural, mechanical, chemical, air and water pollution tests, teats for hazardous materials, and other laboratory and cnvironmcntal tests, inspections and r~porU required by law or the ConThese items shall be orovided by contractor and copies provided to EDC. :rac: Beentaunts. 4.5 The Owner shall furnish all legal, accounting and insurance counseling services as my be necessary at any time for the Project, including auditing services the Owner may require to verify the Contractor's Applications for Payment or to ascertain how or for what purposes the Contractor has used the money paid by or on behalf of the Owner. 4.6 The services, information, surveys and reports required by Paragraphs 4 5 through 4.8 shall be furnished at the Owner's expense, and the Architect shall be entitled to rely upon the accuracy and completeness thereof. 4.'10 Prompt written notice shall be given by the Owner to the Architect if the Owner becomes aware of any fault or defect in the Project of nonconformance with the Contract Documents. 4.1'1 The proposed language of certificates or certifications requested of the Architect or Architect's consultants shall be submitted to the Architect for review and approval at least 14 days prior to execution. The Owner shall not request certifications that would require knowledge or services beyond the scope of this Agreement. ART CLE 5 CONSTRUCTION COST 5.'1 DEFINITION 5.1.1 The Construction Cost shall be the total cost or estimated cost to the Owner of all elements of the Project designed or specified by the Architect 5.t.2 The Construction Cost shall include the cost at current market rates of labor and materials furnished by the Owner and equipment designed, specified, selected or specially provided for by the Architect, plus a reasonable allowance for the Contractor's overhead and profit. In addition, a reasonable allowance for contingencies shall be included for market conditions at the time of bidding and for changes in the Work during construction. 5.1.3 Construction Cost does not include the compensation of the Architect and Architect's consultants, the costs of the land, rights-of-way, financing or other costs which are the responsibility of the Owner as provided in Artisle 4. 5.2 RESPONSIBILITY FOR CONSTRUCTION COST 5.2.1 Evaluations of the Owner's Project budget, preliminary estimates of Construction Cost and detailed estimates of Construction Cost, if any, prepared by the Architect, represent the Architect's best judgment as a design professional familiar with the construction industry. It is recognized, however, that neither the Architect nor the Owner has control over the cost of labor, materials or equipment, over the Contractor'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 Project budget or from any estimate of Construction Cost or evaluation prepared or agreed to by the Architect. 5.2.2 No fixed limit of Construction Cost shall be established as a condition of this Agreement by the furnishing, proposal or establishment of a Project budget, unless such fixed limit has been agreed upon in writing and signed by the parties hereto. If such a fixed limit has been established, the Architect shall be permitted to include contingencies for design, bidding and price escalation, to determine what materials, equipment, component systems and types of construction are to be included in the Contract Documents, to make reasonable adjustments in the scope of the Project and to include in the Contract Documents alternate bids to adjust the Construction Cost to the fixed limit. Fixed limits, if any, shall be increased in the amount of an increase in the Electronic Document Service BI41-1987 7 Contract Sum occurring after execution of the Contract for Construction 5.2.3 [f the Bidding or Negotiation Phase has not commenced within 90 days after the Architect submits the Construction Documents to the Owner, any Project budget or fixed limit of Construction Cost shall be adjusted to reflect changes in the general level of prices tn the construction industry between the date of submission of the Construction Documents to the Owner and the date on which proposals are sought. $.2.4 If a fixed limit of Construction Cost (adjusted as provided in Subparagraph 5.2.3) is exceeded by the lowest bona fide bid or negotiated proposal, the Owner shall: .1 give written approval of an increase in such fixed limit; .2 authorize robadding or renegotiating of the Project within a reasonable time; .3 if the Project is abandoned, terminate in accordance with Paragraph 8.3; or .4 cooperate in revising the Project scop~ and quality as required to reduce the Construction Cost. $.2.$ If the Owner chooses to proceed under Clause 5.2.4.4, the Architect, without additional charge, shall modify the Contract Documents as necessary to comply with the fixed limit, if established as a condition of this Agreement. The modification of Contract Documents shall be the limit of the Architoct's responsibility arising out of the establishment of a fixed limit. The Architect shall be entitled to compensation in accordance with this Agreement for all services performed whether or not the Construction Phase is commenced. ARTICLE 6 USE OF ARCHITECT'S DRAWINGS, SPECIFICATIONS AND OTHER DOCUMENTS 6.1 The Drawings, Specifications and other documents prepared by the Architect for this Project are instruments of the Architect's service for use solely with respect to this Project and, unless otherwise provided, the Architect shall be deemed the author of these documents and shall retain all common law, statutory and other reserved rights, including the copyright. Ihe Owner shall be permitted to retain copies, including reproducible copies, of the Architect's Drawings, Specifications and other documents for information and reference in connection with the Owner's use and occupancy of the Project. The Architect's Drawings, Specifications or other documents shall not be used by the Owner or others on other projects, for additions to this Project or for completion of this Project by others, unless the Architect ~s adjudged to be In dehult under this Agreement. except by agreement m wntmg and ~lth appropriate compensation to the Architect g.2 Submission or distribution of documents to meet official regulatory requirements or for similar purposes in connection with the Project is not to be construed as publication in derogation of the Architect's reserved rights. ARTICLE 7 ARBITRATION 7.1 Claims, disputes or other matters in question between the parties to this Agreement arising out of or relating to this A~recmcnt or brcach thereof shall be subject to and decided by a, hitration in accordance with the Construction Industry Arbitration Rules of the American Arbitration Association currently in effect unless thc parties mutually aVcc othctwig. 7.2 Domerid for arbitration shall Ig filed in ~riting with the other party to this Ag,,.emcat and with the American Arbitration Association. A demand for atbih,tion shall be made within a reasonable time after the claim, disputc or other matter in questinn has arisen. In no event shall the demand for arbitration Ig made alter the datc when institution of legal or equitable proet. ulings based on such claim, disputc or othu mtt~f in question would bc barred by the applicable statutes of timitation~ 7.3 No arbitratinn arising out nf or r~lating to this Agreement shall includa, by consolidation, jnindu or in any other manner, an additional parson or antity not a party to this Agtanmcnt, cxeapt by written annsent containing a svcei~e Kfctcacc to this Agree&tat signed by the Owner, Architect, and any other I~_on or entity sought to Ig joined. Consent to atbil~&tion involving an additional p~rson or entity shall net constitute anns,,,~t to arbitration of any claim, dispute or other matter in questinn not described in the written cnnscnt or with a person or cntity not named or dcscribad therein. The foregoing agreement to arbitrate and other agreements to arbitrate with an additional person or entity duly consented to by the parties to this Agreement shall bc specificnlly enforceable in accordnnec with applicable law in nny court having jurisdiction thereof. 7.4 The award rcndcrcd by the arbitrator or arbitrators shall bc ~nnl, and judgment may bc cntcfcd upon it in accordance with applicable law in any court having jurisdiction thcrcof. Electronic Document Service BI41-1987 8 ARTICLE 8 TERMINATION, SUSPENSION OR ABANDONMENT 8.1 This Agreement may be terminated by either party upon not less than seven days' written notice should the other party fail substantially to perform in accordance with the terms of this Agreement through no fault of the party initiating the termination. 8.2 If the Project is suspended by the Owner for more than 30 consecutive days, the Architect shall be compensated for services performed prior to notice of such suspension. When the Project is resumed, the Architect's compensation shall be equitably adjusted to provide for expenses incurred in the interruption and resumption of the Axchitect's serviccs. 8.3 This Agrcement may be terminated by the Owner upon not less than seven days' written notice to the Architect in the event that the Project is permanently abandoned. If the Project is abandoned by the Owner for more than 90 consecutive days, the Architect may terminate this Agreement by giving written notice. 8.4 Failure of the Owner to make payments to the Architect in accordance with this Agreement shall be considered substantial nonperformance and cause for termination. 8.5 If the Owner fails to make payment when duc the Architect for services and expenses, the Architect may, upon sevcn days' written notice to ~c Owner, suspend performancc of services under this Agreement. Unless payment in full is reccived by the Architcct within seven days of the date of the notice, the suspension shall take effect without further notice. In the event of a suspension of services, the Architect shall have no liability to the Owner for delay or damage caused the Owner because of such suspension of services. 8.6 In the event of termination not the fault of the Architect, the Architect shall be compensated for services performed prior to termination, together with Reimbursable Expenses then due and all Termination Expenses as defined in Paragraph 8.7. 8.7 Termination Expenses are in addition to compensation for Basic and Additional Services, and include expenses which are directly attributable to termination. Termination Expenses shall be computed as a percentage of the total compensation for Basic Services and Additional Services earned to the time of termination, as follows: .1 Twenty percent of thc total compensation for Basic and Additional Services carncd to date if tcrmination occurs bcforc or during the prcdcsign, sitc analysis, or Schematic Design Ph;,scs; .2 T__ pcrccnt of~he-~o'ca½ eompen~ahon~'or Basic an~ ,',~it~onal Sc~icca carne~ ~c ~n occurs during the Dcvclopmcnt Phaac; or ,3 Fivc pcrccnt of the total compcnsation for Basic and Additional Sc~tccs carncd to datc if tcrminntion occurs during nay subscqucnt 5% of total cornsensation to date. ARTICLE 9 MISCELLANEOUS PROVISIONS 9.1 Unless otherwise provided, this Agreement shall be governed by the law of the principal place of business of the Architect. g.2 Terms in this Agreement shall have the same meaning as those in AIA Document A201, General Conditions of the Contract for Construction, current as of the date of this Agreement. 9.3 Causes of action between the parties to this Agreement pertaining to acts or failures to act shall be deemed to have accrued and the applicable statutes of limitations shall commence to run not later ~an either the date of Substantial Completion for acts or failures to act occurring prior to Substantial Completion, or the date of issuance of ~e final Certificate for Payment for acts or failures to act occurring after Substantial Completion. 9.4 The Owner and Architect waive all rights against each other and against the contractors, consultants, agents end employees of the other for damages, but only to the extent covered by property insurance during construction, except such rights as they my buve to the proceeds of such insurance as set forth in the edition of AIA Document A201, General Conditions of the Contract for Construction, current as of the date of this Agreement. The Owner and Architect each shall require similar waivers from their contractors, consultants and agents. g.5 The Owner and Architect, respectively, bind themselves, their partners, successors, assigns and legal representatives to the other party to ~is Agreement and to the partners, successors, assigns and legal representatives of such other party with respect to all covenants of this Agreement. Neither Owner nor Architect shall assign this Agreement without the written consent of the other. 9.6 This Agreement 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 written instrument signed by both Owner and Architect. Electronic Document Service B141-1987 9 9.7 Nothang contained in this Agreement shall create a contractual relationship with or a cause of action in favor of a third party against either the Owner or Architect, g.g Unless otherwise provided in this Agreementl the Architect and Architect's consultants shall have no responsibility for the discovery, presence, handling, removal or disposal of or exposure of persons to hazardous materials in any form at the Project site, including but not limited to asbestos, asbestos products, polychlorin·ted biphenyl (PCB) or other toxic substances. 9.9 The Architect shall have the right to include representations of the design of the Project, including photographs of the exterior and interior, among the Architect's promotional and professional materials. The Architect's materials shall not include the Owner's confidential or proprietary information if the Owner has previously advised the Architect in writing of the specific information considered by the Owner to be confidential or proprietary. The Owner shall provide professional credit for the Architect on the construction sign and in the promotional materials for the Project. ARTICLE 10 PAYMENTS TO THE ARCHITECT 10.1 DIRECT PERSONNEL EXPENSE 10.1.1 Direct Personnel Expense is defined as the direct salaries of the Architect's personnel engaged on the Project and the portion of the cost of their mandatory and customary contributions and benefits related thereto, such as employment taxes and other statutory employee benefits, insurance, sick leave, holidays, vacations, pensions and similar contributions and benefits. 10.2 REIMBURSABLE EXPENSES 10.2.1 Reimbursable Expenses are in addition to compensation for Basic and Additional Services and include expenses incurred by the Architect and Architcct's employees and consultants in the interest of the Project, as identified in the followin8 Clauses. 10.2.1.1 Expcnsc of transportation in connection with _expenses in connection with authorized out-of-town travel; long-distance communications; and fees paid for securing approval of authorities having jurisdiction over the Project. 10.2.1.2 Expense of reproductions, postage and handling of Drawings, Specifications and other documents. 10.2.1.3 If authorized in advance by the O~ner. expense of overtime work requiring higher than regular rates 10.2.1.4 Expense of renderings, models and mock-ups requested by the Owner. 10.2.1.5 Expense of additional insurance coverage or limits, including professional liability insurance, requested by the Owner in excess of that normally carried by the Architect and Architect's consultants. 10.2.1.6 Expense of computer aided design and drafting equipment time when used in connection with the 10.3 PAYMENTS ON ACCOUNT OF BASIC SERVICES 10.3.1 An initial payment as set forth in Paragraph II. I is the minimum pa),,,,,nt under this Agreement. 10.3.2 Subsequent payments for Basic Services shall bc made monthly and, where applicable, shall be in proportion to services performed within each phase of service, on the basis set forth in Subparagraph I 1.2.2. 10.3.3 If and to the extent that the time initially established in Subparagraph I 1.5.1 of this Agreement is exceeded or extended through no fault of the Asehiteet, compensation for any services rendered during the additional period of time shall be computed in the manner set forth in Subparagraph I 1.3.2. 10.3.4 When compensation is based on · percentage of Construction Cost and any portions of the Projnct are deleted or otherwise not constructed, compensation for those portions of the Project shall be payable to the extent services are performed on those portions, in accordance with the schedule set forth in Subparagraph I 1.2.2, based on (I) the lowest bona fide bid or negotiated proposal, or (2) if no such bid or proposal is received, the most recent preliminary estimate of Construction Cost or detailed estimate of Construction Cost for such portions of the Project. 10.4 PAYMENTS ON ACCOUNT OF ADDITIONAL SERVICES 10.4.1 Payments on account of the Architcct's Additional Services and for Reimbursable Expenses shall be made monthly upon presentation of the Architect*s statement of services rendered or expenses incurred. 10.5 PAYMENTS WITHHELD 10.5.1 No deductions shall be made from the Architect's compensation on account of penalty, liquidated damages or other sums withheld from payments to contractors, or on account of the cost of changes in the Work other than Electronic Document Service B141-1987 10 thtlsc for ~hlcn the Architect has been found to be habte 10.6 ARCHITECT'S ACCOUNTING RECORDS 10.6.1 Records of Reimbursable Expenses and expenses pertaining to Additional Services and services performed on the basis of a multiple of Direct Personnel l!',pensc shall be available to the Owner or the Ox~ncr's authorized representatP;e at mutually convemcnt t~mes ARTICLE 11 BASIS OF COMPENSATION The Owner shall compensate the Architect as follows: 11.1 AI'~ INITIAL PAYMENT of Dc, lla;:, ($ ) shall bc made upon execution of this Agreement and credited to the Owncr's account at final payment. 11.2 BASIC COMPENSATION 11.2.1 FOR BASIC SERVICES, as described in Article 2, and any other services included in Article 12 as part of Basic Services, Basic Compensation shall be computed as follows: (Insert basis Of compensation. mcludinR stipulated lures. multiples or percentages. and #dtnttfy phases to wh(ck particular methods of compensation apply, if necessary.) Fixed fee of Five Hundred Twenty-three Thousand Five Hundred Dollars ($523.500l 11.2.2 Where compensation is based on a stipulated sum or percentage of Construction Cost, progress payments for Basic Services in each phase shall total the following percentages of the total Basic Compensation payable: Schematic Design Phase: Fifteen Design Development Phase: Twenty Construction Documents Phase: Forty Bidding or Negotiation Phase: Five Construction Phase: Twenty percent (15 %) percent (20 %) percent (40 %) percent (L%) percent (20 %) Total Basic Compensation one hundred percent(100%) 11.3 COMPENSATION FOR ADDITIONAL SERVICES 11.3.1 FOR PROJECT REPRESENTATION BEYOND BASIC SERVICES, as described in Paragraph 32, compensation shall be computed as follows: See 11.3.2 11.3.2 FOR ADDITIONAL SERVICES OF THE ARCHITECT, as described in Articles 3 and 12, other than (I) Additional Project Representation, as described in Paragraph 3.2, and (2) services included in Article 12 as part of Basic Services, but excluding services of consultants, compensation shall be computed as follows: (Insert basis of compensation, Including rates and/or mulllplea of Direct Personnel Expense fir Principals and employees, and identify Principals and classify employees. tf require~L Identify specific services to which partictalar methods of'compensation apply, if necessary.) Hourly - Reference Rate Chart Exhibit A 11.3.3 FOR ADDITIONAL SERVICES OF CONSULTANTS, including additional structural, mechanical and electrical engineering services and those provided under Subparagraph 3.4.19 or identified in Article 12 as part of Additional Services, a multiple of one and one tenth (I. I0 ) times the amounts billed to the Architect for such services. Electronic Document Service BI41-1987 I I lideat(iv specific types of consultants sn Article 12. tf requsred.) 11.4 REIMBURSABLE EXPENSES 11.4.1 FOR REIMBURSABLE EXPENSES, as described in Paragraph 10.2, and any other items included in Article 12 as Reimbursable Expenses, a multiple of one and one tenth (1.10) times the expenses incurred by the Architect, the Architect's employees and consultants in the interest of the Project. 11.5 ADDITIONAL PROVISIONS 11.5.1 IF THE BASIC SERVICES covered by this Agreement have not been completed within thirty-six (36~D months of the date hereof, through no fault of the Architect, extension of the Architect's services beyond that time shall be compensated as provided in Subparagraphs 10.3.3 and I 1.3.2. 11.5.2 Payments are due and payable thirty (30_93 days from the date of the Architect's invoice. Amounts unpaid forty- five (45_~ days after the invoice date shall bear interest at the rate entered below, or in the absence thereof at the legal rate prevailing from time to time at the principal place of business of the Architect. 11.5.3 The rates and multiples set forth for Additional Services shall be annually adjusted in accordance with normal salary review practices of the Architect. ARTICLE 12 OTHER CONDITIONS OR SERVICES (insert descripttons of other services, identi[y Additional Xervicts included within Bosic Compensation and modt]~eationa to tk payment and 12.1 ADDITIONAL SERVICES THAT ARE INCLUDED IN BASIC SERVICES 12.1.1 VOID 12. 1.2 Professional cost estimating shall be provided as part of the Basic Services. Detailed cost estimates shall be provided at schematic, design development, and 50% construction document phases of the project. 12.1.3 Architect shall develop detailed program of spaces as part of the Basic Services Fee. 12.1.4 VOID 12 I. 5 See attached Exhibit B for description of Enterprise Plan to be provided as Dart of Basic Services. 12.1.6 Architect and consultant shall provide assistance with the development and application of grant to Texas Parks and Wildlife Department. Specifically, we will develop the following sections of the grant: Application form Part I Application form Part lI Avplicant's Certification & Program Assurances TXDOT general location map Program narrative Environmental assessment Electronic Document Service B141-1987 12 Aerial photo ISCS Aerialsl Environmental checklist Stte photos Tabular summary Concept plan Park base map The City of Coppell will be responsible for the following elements of the grant: Cover letter Resolution Street maps Appraisal information (letter of value} Proof of drilling restriction Boundary/ownership map (city-owned property) Park inventory This scope of services does not include modification of existing Park Master Plan. 12.2 ADDITIONAL SERVICES TO BE PROVIDED ONCE SCOPE IS DETERMINED INCLUDE: 12.2. I Masterplanning Services Architect will as part of the MasterolsnninR Scope prepare: A. Preliminary floor plan and site plan indicating how the building can be expanded to meet future recreation needs. B. Will coordinate with a civil enRinear to have prepared bounda:~ survey, topographic survey, utility survey, site plan submittal, and all utility work. He shall also prepare documents required for t>lattinR of oro~artv. C. Landscape plan or plans that will indicate landscape treatment of the initial construction and future additions. Scope shall include but not be limited to irrigation design. plant material selection, and bardscape design. This work is of undeterminod scope at the time of contract. Once the sco;e of work is clear a fixed foe will be established for this work. 12.2.2 Providing site evaluation or comparative studies of perspective sites shall be provided on an hourly basis with a not to exceed fee amount established once scope is clearly defined. Evaluation of existing fire station for use as a recreation center shall be part of this service. 12,3 FIXED LIMIT OF CONSTRUCTION COST 12.3.1 Should budget for project be increased from the $6,000,000 construction budlzet the fee shall be adjusted by 6% of the adjusted amount. Electronic Document Service B 141 -1987 13 This Agreement entered into as of the day and year first v, ritten above OWNER ARCHITECT COPPELL ECONOMIC DEVELOPMENT BRINKLEY SARGENT ARCHITECTS, INC CORPORATION President (SIgnature) Dwavne M. Brinklev, AIA Principal (Printed name and title) Secretary (Printed name and titIt) Electronic Document Service BI41-1987 14 EXHIBIT A BILLING RATES 1996 TITLE RATE/hr. Senior Principal $165.00 Principal 125.00 Sr. Associate 80.00 Associate 75.00 Project Manager 70.00 Sr. Project Designer 70.00 Project Architect/Designer65.00 Staff Architect 50.00 Architectural Designer 40.00 Office Manager 50.00 Clerical 35.00 EXHIBIT B Enterprise Plan Need Analysis Meet with the steering committee, plus any designated Community groups revolved in the project to analyze needs and determine objectives. The Consultant will make a slide presentation to illustrate features of other natatoria and pools to be considered for this project. A questionnaire may b~ thstnbuted by th~ City b~fore or following this mg to obtain input fn~n individuals and institutions. The Consultant will use the results of the survey/in d~t~rmining n~ls. Prepare and submit an outline of a Design Program for the proposed aquatic and recreation center. Bas~ on the first meeting and comnuttee's review of the outline program, d~velop a Design Program Analysis (DPA) with recomme~tions on the size and shape of pool(s) and recreation center as w~ll as architectural and engineering f~n,res of tl~ building and support spaces. The DPA will address the following items: 2. 3. 4. 5. 6. 7. 8. 9. 10. II 12. 13. Pool (or pools) design: size, depth, configuration, water features, ~c. Configuratio~ of Recreation Center Use~ populations and programs to b~ suppoRed Lighting Pool markin~.~ Traillie Patterns Deck Equipment Undearater features Mechanical features, filter system options, water tream~mt and aut~tati¢ water trealment control Spectator facilities Dressing room features and user spaces Support spaces and features Architectural materials and finishes (Outline Specification for building and pool(s) Provide recommendations on the general mechanical system for environmental control, including dehumidification, lighting and other building systems required by the building to support general an specialized activities in different wet and dry areas. Prepare and submit a preliminary opimon of probable construction cost of proposed programamble spaces. Adjust the prograin and spaces as required to meet the proposed budget if one exists, or to reflect decisions made by the CommiRee. Prepare a revised Design Program Analysis to reflect changes and adjustments determined by consensus at meeting. Submit revised and final Design Program Analysis to Owner A public hearing may be held during the day of the second site ~ ts~t if the Owner so desires Conceptual Plan Based on the agreed upon program, the Consultant will prepare a conceptual plan of the pool or pools, with at least one cross secdon of the pool(s). B, The Consultant will provide a conceptual plan of the building The purpose of the plan will be to illustrate one way to orgamze the spaces m a functional anangement and to confirm that the buildinS footprint will contain the areas proposed m the Design Program. C. The Consultant will mea with the committee to discuss the conceptual plan, D. Following the meeting, the Consultant will make revisions to the plan, if necessary. Cost Analysis A The Consultant will prepare an Opinion of Probable Construction Cost for the pool(s) and building. Recent Project bid figures of ~ntire projects will be used as well as national estimating guides and local cost adjustment factors. The "hard construction cost" figures will be supplemented by a Total Development Cost, which will include such "soR" cost as professional fees, survey, geotechnical nport, document reproduction, advertisement for bids and all anticipated expenses related to the project, so that the City will know that here are no "hidden" cost before making an informed decision about the project. The Consultant will prepare an Enteq>rise Plan developing an opimon of operations of the proposed project. This followia8 wi|l be researched and analyzed: 1. Area Aquatic Pmviders , Market Area Demographics · Population, Age, Income Area Aquatic User Groups · Historic Usage and Project Level of Groxvth Facility Management Outline · Facility Operating Schedule · Facility Capacity Limits · Organization Chart · Job Descriptions · Wage Structure · Marketing Program j -ACOR D, CERTIFIC/"',- OF LIABILITY INSUR{'%-;E ~,ooucE, THIS CERTIFICATE IS ISSUED AS A MATTER OF tNFORI~ATIC~N ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE FE~STONg CENEIPJ-L. [N5 AGENCY HOLDER. THIS CERTIFICATE DOES NOT AMEND, E)CrEND OR e so~ ~,7 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOWj ~eo ~U~TL~ Cove aLVT~ 2~o . ..... COMPANIES AFFORDING COVE_R~A~GE ~CLU~NS ~O ~ ~ S~ ~ES. U~S ~ lY ~ BEEN o2/LSls7 soo, ooo, f, lA9, 20,000. D~D. I .... : :': eAC~CORPORATION 1988