Exhibit A Project Identification. Exhibit B Project Charter / Project Intent. Exhibit C Project Scope. Exhibit C Project Schedule

Transcription

1 Exhibit A Project Identification Exhibit B Project Charter / Project Intent Exhibit C Project Scope Exhibit C Project Schedule Exhibit D Project Budget Exhibit E Owner Supplied Documents Exhibit F Sample Notice to Proceed Exhibit G Project Communications Plan Exhibit H.1 Deliverables: % Complete and Approvals Exhibit H.2 Deliverables: Feasibility Approval Phase Exhibit H.3 Deliverables: Scope Approval Phase Exhibit H.4 Deliverables: Final Cost Estimate Approval Phase Exhibit H.5 Deliverables: Quality Control Approval Phase Exhibit H.6 Deliverables: Procurement Approval Phase Exhibit H.7 Deliverables: Contract Administration Phase Exhibit H.8 Deliverables: Project Close-out Approval Phase Exhibit H.9 Deliverables: Additional Services Exhibit J.1 Consultant s Fee Exhibit J.2 Consultant s Reimbursable Expenses Exhibit J.3 Consultant s Hourly Rates Exhibit K City of Minneapolis Special Structural Inspections

2 Exhibit A Project Identification MPS Project Name: MPS Project No: Zone: Neighborhood: Site: Address: City, State, Zip: Project intent: Design flexibility:

3 Exhibit B Project Scope Attach the proposal received from the Consultant as well as other documents listed below.

4 Exhibit C Project Charter / Project Intent Project Charter: Project Intent:

5 Exhibit D Project Schedule Project Schedule: Facilities Visioning: Designer selection: Feasibility approval: Scope approval: Final cost estimate approval: Quality Control approval: Receive bids: BOE contract approval: Pre-construction: Start construction: Substantial completion: Final completion: Warranty: Project Close-out:

6 Exhibit E Project Budget Construction Budget: $xxxx The construction budget above includes all costs, in all project phases, for the following Uniformat II Level 2 group elements: A10 Substructure A20 Basement Construction B10 Superstructure B20 Exterior Enclosure B30 Roofing C10 Interior Construction C20 Stairs C30 Interior Finishes D10 Conveying D20 Plumbing D30 HVAC D40 Fire Protection D50 Electrical E10 Equipment E20 Furnishings (EXCLUDING E2020 Movable Furnishings. INCLUDING all appliances and work surfaces in the kitchen and non-portable fixtures and equipment throughout the building) F10 Special Construction F20 Selective Building Demolition (EXCLUDING F2020 Hazardous Components Abatement) G10 Site Preparation G20 Site Improvements G30 Site Mechanical Utilities G40 Site Electrical Utilities G50 Other Site Construction Construction cost estimates will be presented in Uniformat II Level 4 detail. Construction cost estimates will include estimated costs (where applicable) for: 1) Occupied building construction 2) Cost escalator to the mid-point of construction 3) General conditions 4) Phasing costs 5) Insurance and bonding costs 6) Design contingency equal to: a. 15% of all construction costs (including 1-5 above) at Feasibility Approval (if applicable) b. 10% of all construction costs (including 1-5 above) at Scope Approval c. 0% of all construction costs (including 1-5 above) at Final Cost Estimate Approval

7 Exhibit F Owner Provided Documents The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables provided by the Owner to support completion of work defined by this contract. Exhibit A Project Identification Exhibit B Project Charter Exhibit C Project Schedule Exhibit D Project Budget Exhibit E Project Budget Exhibit F Project Communications Plan Exhibit G.1 Deliverables: % Complete and Approvals Exhibit G.2 Deliverables: Feasibility Approval Phase Exhibit G.3 Deliverables: Scope Approval Phase Exhibit G.4 Deliverables: Final Cost Estimate Approval Phase Exhibit G.5 Deliverables: Quality Control Approval Phase Exhibit G.6 Deliverables: Procurement Approval Phase Exhibit G.7 Deliverables: Contract Administration Phase Exhibit G.8 Deliverables: Project Close-out Approval Phase Exhibit G.9 Deliverables: Additional Services Exhibit H.1 Consultant s Fee Exhibit H.2 Consultant s Reimbursable Expenses Exhibit H.3 Consultant s Hourly Rates Exhibit J Sample Notice to Proceed Exhibit K City of Minneapolis Special Structural Inspections Design Guidelines Master Specification Divisions 0-48 District Inspection Process District Hazardous Materials Process Indoor Air Quality Guidelines Acoustical Guidelines District Security Guidelines District Technology Guidelines Commissioning Guidelines and Manual Owner s CAD and BIM Guidelines

8 Exhibit G Project Communications Plan Project communications will conform to the MPS Communications Toolkit, dated 12/1/2017. Communication Output Consultant Deliverable Owner Deliverable Project web page E-newsletter templates Sign-up form Construction signage Site Principal notices Neighborhood Association notices Council Member notices County Commissioner notices Surrounding area notices MPS Leadership updates Community meeting notices

9 Exhibit H.1 Deliverables Matrix The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. DESIGN DOCUMENTS Budget reports Communications reports Constructability reports Design reports Existing conditions reports Operational reports Phasing & sequencing reports Regulatory reports Schedule reports Phase reports Feasibility Approval Phase Scope Approval Phase Final Cost Estimate Approval Phase Quality Control Approval Phase Procurement Approval Phase Const. Admin. Phase Warranty Approval Phase Project Closeout Approval Approver PDM PDM PDM PDM CC CC CC CC CONTRACT DOCUMENTS Drawings 10% 90% 99% 100% General Architectural Civil Landscape Structural Mechanical Electrical Drawings Project Manual 10% 90% 99% 100%

10 Exhibit H.2 Deliverables: Feasibility Approval Phase The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1. Design Documents Contract Documents A Reference documents M Reference documents A Schedules M Schedules A Demolition documents M Demolition documents A Unassigned sheets M Not assigned A Floor plans M Fire protection documents A Roof M Plumbing documents A Area plans (Enlarged plans) M Hydronic documents A Vertical circulation M Ventilation documents A Reflected ceiling plans M Roof plans A Exterior elevations M Air handling unit sections A Interior elevations M Energy management A Building sections M Details A Wall sections M Add alternates A Doors and windows E Reference documents A Construction details x E Schedules A Add alternates E Demolition documents S Reference documents E Not assigned S Schedules E Lighting documents S Demolition documents E Power documents S Foundation plans E Systems documents S Framing plans E Roof plans S Building sections E Riser diagram documents S Wall sections E Construction details S Construction details E Area plans (Enlarged plans) S Area plans (Enlarged plans) E Add alternates S Add alternates C Reference documents C Schedules C Demolition documents C Not assigned C Grading and drainage documents C Stormwater documents C Utilities documents C Paving documents C Construction details C Area plans (Enlarged plans) C Add alternates

11 Exhibit H.3 Deliverables: Scope Approval Phase The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1. Design Documents Contract Documents A Reference documents M Reference documents A Schedules M Schedules A Demolition documents M Demolition documents A Unassigned sheets M Not assigned A Floor plans M Fire protection documents A Roof M Plumbing documents A Area plans (Enlarged plans) M Hydronic documents A Vertical circulation M Ventilation documents A Reflected ceiling plans M Roof plans A Exterior elevations M Air handling unit sections A Interior elevations M Energy management A Building sections M Details A Wall sections M Add alternates A Doors and windows E Reference documents A Construction details x E Schedules A Add alternates E Demolition documents S Reference documents E Not assigned S Schedules E Lighting documents S Demolition documents E Power documents S Foundation plans E Systems documents S Framing plans E Roof plans S Building sections E Riser diagram documents S Wall sections E Construction details S Construction details E Area plans (Enlarged plans) S Area plans (Enlarged plans) E Add alternates S Add alternates C Reference documents C Schedules C Demolition documents C Not assigned C Grading and drainage documents C Stormwater documents C Utilities documents C Paving documents C Construction details C Area plans (Enlarged plans) C Add alternates

12 Exhibit H.4 Deliverables: Final Cost Estimate Approval Phase The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1. Design Documents Contract Documents A Reference documents M Reference documents A Schedules M Schedules A Demolition documents M Demolition documents A Unassigned sheets M Not assigned A Floor plans M Fire protection documents A Roof M Plumbing documents A Area plans (Enlarged plans) M Hydronic documents A Vertical circulation M Ventilation documents A Reflected ceiling plans M Roof plans A Exterior elevations M Air handling unit sections A Interior elevations M Energy management A Building sections M Details A Wall sections M Add alternates A Doors and windows E Reference documents A Construction details x E Schedules A Add alternates E Demolition documents S Reference documents E Not assigned S Schedules E Lighting documents S Demolition documents E Power documents S Foundation plans E Systems documents S Framing plans E Roof plans S Building sections E Riser diagram documents S Wall sections E Construction details S Construction details E Area plans (Enlarged plans) S Area plans (Enlarged plans) E Add alternates S Add alternates C Reference documents C Schedules C Demolition documents C Not assigned C Grading and drainage documents C Stormwater documents C Utilities documents C Paving documents C Construction details C Area plans (Enlarged plans) C Add alternates

13 Exhibit H.5 Deliverables: Quality Control Approval Phase The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1. Design Documents Contract Documents A Reference documents M Reference documents A Schedules M Schedules A Demolition documents M Demolition documents A Unassigned sheets M Not assigned A Floor plans M Fire protection documents A Roof M Plumbing documents A Area plans (Enlarged plans) M Hydronic documents A Vertical circulation M Ventilation documents A Reflected ceiling plans M Roof plans A Exterior elevations M Air handling unit sections A Interior elevations M Energy management A Building sections M Details A Wall sections M Add alternates A Doors and windows E Reference documents A Construction details x E Schedules A Add alternates E Demolition documents S Reference documents E Not assigned S Schedules E Lighting documents S Demolition documents E Power documents S Foundation plans E Systems documents S Framing plans E Roof plans S Building sections E Riser diagram documents S Wall sections E Construction details S Construction details E Area plans (Enlarged plans) S Area plans (Enlarged plans) E Add alternates S Add alternates C Reference documents C Schedules C Demolition documents C Not assigned C Grading and drainage documents C Stormwater documents C Utilities documents C Paving documents C Construction details C Area plans (Enlarged plans) C Add alternates

14 Exhibit H.6 Deliverables: Procurement Approval Phase The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1. Design Documents Contract Documents A Reference documents M Reference documents A Schedules M Schedules A Demolition documents M Demolition documents A Unassigned sheets M Not assigned A Floor plans M Fire protection documents A Roof M Plumbing documents A Area plans (Enlarged plans) M Hydronic documents A Vertical circulation M Ventilation documents A Reflected ceiling plans M Roof plans A Exterior elevations M Air handling unit sections A Interior elevations M Energy management A Building sections M Details A Wall sections M Add alternates A Doors and windows E Reference documents A Construction details x E Schedules A Add alternates E Demolition documents S Reference documents E Not assigned S Schedules E Lighting documents S Demolition documents E Power documents S Foundation plans E Systems documents S Framing plans E Roof plans S Building sections E Riser diagram documents S Wall sections E Construction details S Construction details E Area plans (Enlarged plans) S Area plans (Enlarged plans) E Add alternates S Add alternates C Reference documents C Schedules C Demolition documents C Not assigned C Grading and drainage documents C Stormwater documents C Utilities documents C Paving documents C Construction details C Area plans (Enlarged plans) C Add alternates

15 Exhibit H.7 Deliverables: Contract Administration Phase The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1. Design Documents Contract Documents A Reference documents M Reference documents A Schedules M Schedules A Demolition documents M Demolition documents A Unassigned sheets M Not assigned A Floor plans M Fire protection documents A Roof M Plumbing documents A Area plans (Enlarged plans) M Hydronic documents A Vertical circulation M Ventilation documents A Reflected ceiling plans M Roof plans A Exterior elevations M Air handling unit sections A Interior elevations M Energy management A Building sections M Details A Wall sections M Add alternates A Doors and windows E Reference documents A Construction details x E Schedules A Add alternates E Demolition documents S Reference documents E Not assigned S Schedules E Lighting documents S Demolition documents E Power documents S Foundation plans E Systems documents S Framing plans E Roof plans S Building sections E Riser diagram documents S Wall sections E Construction details S Construction details E Area plans (Enlarged plans) S Area plans (Enlarged plans) E Add alternates S Add alternates C Reference documents C Schedules C Demolition documents C Not assigned C Grading and drainage documents C Stormwater documents C Utilities documents C Paving documents C Construction details C Area plans (Enlarged plans) C Add alternates

16 Exhibit H.8 Deliverables: Project Close-out Approval Phase The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1. Design Documents Contract Documents A Reference documents M Reference documents A Schedules M Schedules A Demolition documents M Demolition documents A Unassigned sheets M Not assigned A Floor plans M Fire protection documents A Roof M Plumbing documents A Area plans (Enlarged plans) M Hydronic documents A Vertical circulation M Ventilation documents A Reflected ceiling plans M Roof plans A Exterior elevations M Air handling unit sections A Interior elevations M Energy management A Building sections M Details A Wall sections M Add alternates A Doors and windows E Reference documents A Construction details x E Schedules A Add alternates E Demolition documents S Reference documents E Not assigned S Schedules E Lighting documents S Demolition documents E Power documents S Foundation plans E Systems documents S Framing plans E Roof plans S Building sections E Riser diagram documents S Wall sections E Construction details S Construction details E Area plans (Enlarged plans) S Area plans (Enlarged plans) E Add alternates S Add alternates C Reference documents C Schedules C Demolition documents C Not assigned C Grading and drainage documents C Stormwater documents C Utilities documents C Paving documents C Construction details C Area plans (Enlarged plans) C Add alternates

17 Exhibit H.9 Deliverables: Additional Services The documents checked ( x or ) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables. To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1. Design Documents Contract Documents A Reference documents M Reference documents A Schedules M Schedules A Demolition documents M Demolition documents A Unassigned sheets M Not assigned A Floor plans M Fire protection documents A Roof M Plumbing documents A Area plans (Enlarged plans) M Hydronic documents A Vertical circulation M Ventilation documents A Reflected ceiling plans M Roof plans A Exterior elevations M Air handling unit sections A Interior elevations M Energy management A Building sections M Details A Wall sections M Add alternates A Doors and windows E Reference documents A Construction details x E Schedules A Add alternates E Demolition documents S Reference documents E Not assigned S Schedules E Lighting documents S Demolition documents E Power documents S Foundation plans E Systems documents S Framing plans E Roof plans S Building sections E Riser diagram documents S Wall sections E Construction details S Construction details E Area plans (Enlarged plans) S Area plans (Enlarged plans) E Add alternates S Add alternates C Reference documents C Schedules C Demolition documents C Not assigned C Grading and drainage documents C Stormwater documents C Utilities documents C Paving documents C Construction details C Area plans (Enlarged plans) C Add alternates

18 Exhibit J.1 Consultant s Fee Compensation for Project Services as defined herein is a fixed fee of: $ (Basic Design Services) $ (Basic Construction Services) $ (Total Basic Services Fee) The above Basic Design Services fees will be allocated to the phases of work as shown below: Phase of Basic Design Services: Feasibility Approval Phase (if any) % percent Scope Approval Phase % percent Final Cost Estimate Approval Phase % percent Quality Control Approval Phase % percent Procurement Approval Phase % percent Total Basic Design Services 100% One hundred percent The above Basic Construction Services fees will be allocated to the phases of work as shown below: Basic Design Services above % percent Phase of Basic Construction Services: percent Construction Administration Phase % percent Warranty Approval Phase % percent Project Close-out Phase % percent Total Basic Construction Services 100% One hundred percent Compensation for Additional Project Services (if any) is a fixed fee of: $ (Additional Design Services) $ (Additional Construction Services) $ (Total Additional Services Fee)

19 Exhibit J.2 Consultant s Reimbursable Expenses Project Reimbursable Expenses are invoiced by the Consultant. The following list of items or services are acceptable Project Reimbursable Expenses: A.) Blueprints (see below) B.) Mylar Reproducible (see below) C.) Mileage (Rate per IRS) (NO MARKUP) D). Postage E.) Delivery Charges F.) Digital Prints $.21 per sq ft G.) Faxes $.25/page H.) Outside Reproduction with back-up I.) Photographic/Film (If photos are available to the Owner for use) J.) In House Reproduction: B/W 8 ½ x 11 = $.10/copy 11 x 17 = $.10/copy (NO MARKUP) Color 8 ½ x 11 = $.50/copy 11 X 17 = $1.50/copy (NO MARKUP) In-house Reproduction: Blueprints: 12 x 18 $ x 21 $ x 22 $ x 24 $ x 34 $ x 36 $ x 42 $1.90 Mylar Reproducibles: 12 x 18 $ x 21 $ x 22 $ x 24 $ x 34 $ x 36 $ x 42 $21.90 Special Reimbursable Expenses: Special Reimbursable Expenses are reimbursable to the Consultant. These expenses require prior District approval. The following expenses are typical but not limited to: Land Surveying Testing Services Any Consultant required to design the project scope that is not identified as a provider of project services (permissible only with the written approval of the Owner). Consultant Firm By Position in the consultant firm: (Printed name)

20 Exhibit J.3 Consultant s Hourly Billable Rates Provide the names and billable rate of the Consultant design team assigned the following roles. Provide additional roles and names as the project scope requires. Consultant affirms that the billable rates below will remain in effect for the duration of the project. Job Title used in this contract: Person assigned to these roles: Hourly Rate: Project Manager Project Architect Project Mechanical Engineer Project Electrical Engineer Project Structural Engineer Project Civil Engineer Other Other Other Other Other

21 Exhibit K Sample Notice to Proceed MPS Project Name: MPS Project No.: Contract No.: Consultant: Phase of work: Phase report dated: The work perfomed and deliverables received pursuant to the requirements of the above contract is hereby approved, subject to any exclusions and notes provided below. Deliverable group Deliverable category Deliverable document Notes or exclusions Admin documents Communications documents Design documents Contract documents Constructability documents Cost documents Design documents Site plan, floor plan(s), massing models, elevations, sections, etc. Existing conditions documents Operations reports Phasing & sequencing documents Regulatory documents Schedule documents Space program Drawings Title, reference, plans, demolition, sections, elevations, diagrams, schedules, details Project manual

22 Exhibit L City of Minneapolis Special Structural Inspections