HomeMy WebLinkAbout04-23-18 City Commission Packet Materials - C8. PSA with Plum Design Lab for Construction Services for Sandan Park Shelter
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Carolyn Poissant – Trails, Open Space, and Parks Development Manager Mitch Overton – Director of Parks and Recreation
SUBJECT: Authorize City Manager to Sign Professional Services Agreement with Plum
Design Lab for Sandan Park Picnic Shelter MEETING DATE: April 23, 2018
AGENDA ITEM TYPE: Consent
RECOMMENDATION: Approve the Professional Services Agreement (Attachment A) with
Plum Design Lab in the amount not to exceed eighteen hundred dollars ($1800.00) per Exhibit A
for construction administration services associated with the installation of a picnic shelter in Sandan
Park, in accordance with the approved park master plan, and authorize the City Manager to sign the
agreement.
BACKGROUND: Commission approved the use of $36,514.50 in cash in lieu of parkland
dedication funds on March 19, 2018, to be supplemented with a cash contribution from the Cattail
Creek Community Owners Association for installation of a picnic shelter in Sandan Park in the
Cattail Creek subdivision. The professional services agreement will ensure the shelter is built according to the architect’s plans. A separate construction agreement will be executed with the site
work contractor.
UNRESOLVED ISSUES: None.
ALTERNATIVES: Per Commission.
FISCAL EFFECTS: The Cattail Creek COA is currently responsible for maintenance of the subdivision parks.
ATTACHMENTS:
Attachment A – Professional Services Agreement with Exhibit A – Architect’s Proposal
Report compiled: April 12, 2018
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Professional Services Agreement for Sandan Park Picnic Shelter
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _____ day of ____________, 201__, by
and between the CITY OF BOZEMAN, MONTANA, a self-governing municipal corporation
organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street,
Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter
referred to as “City,” and Plum Design Lab, with a mailing address of 1 East Main Street, Suite 204,
Bozeman, Montana, 59715, hereinafter referred to as “Contractor.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1.Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as “Exhibit A” and by this reference made
a part hereof.
2.Term/Effective Date: This Agreement is effective upon the date of its execution and
will terminate upon completion of the project.
3.Scope of Services: Contractor will perform the work and provide the services in
accordance with the requirements of the Scope of Services. For conflicts between this Agreement and
the Scope of Services, unless specifically provided otherwise, the Agreement governs.
4.Payment: City agrees to pay Contractor the amount specified in the Scope of Services
(“Exhibit A”). Any alteration or deviation from the described services that involves additional costs
above the Agreement amount will be performed by Contractor after written request by the City, and
will become an additional charge over and above the amount listed in the Scope of Services. The
City must agree in writing upon any additional charges.
5.Contractor’s Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
a.Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
ATTACHMENT A
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and regulations that in any manner may affect cost, progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform said services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6. Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s
personnel policies handbook and may not be considered a City employee for workers’ compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation Act,
Title 39, Chapter 71, MCA, and the Occupational Disease Act of Montana, Title 39, Chapter 71,
MCA. Contractor shall maintain workers’ compensation coverage for all members and employees of
Contractor’s business, except for those members who are exempted by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers’ compensation coverage by an insurer licensed and authorized to provide workers’
compensation insurance in the State of Montana; or (2) proof of exemption from workers’
compensation granted by law for independent contractors.
In the event that, during the term of this Agreement, any labor problems or disputes of any
type arise or materialize which in turn cause any services to cease for any period of time, Contractor
specifically agrees to take immediate steps, at its own expense and without expectation of
reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific
steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that
Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief
to the City so as to permit the services to continue at no additional cost to City.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
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connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney’s fees and the costs and fees of expert witness and consultants), losses,
expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or
damages of whatever kind or nature connected therewith and without limit and without regard to the
cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii)
any negligent, reckless, or intentional misconduct of any of the Contractor’s agents.
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or willful
misconduct of the Contractor or Contractor’s agents or employees.
Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s)
which would otherwise exist as to such indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should any indemnitee described herein be required to bring an action against the Contractor
to assert its right to defense or indemnification under this Agreement or under the Contractor’s
applicable insurance policies required below the indemnitee shall be entitled to recover reasonable
costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court
of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was
obligated to indemnify the indemnitee for a claim(s) or any portion(s) thereof.
In the event of an action filed against City resulting from the City’s performance under this
Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
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Contractor also waives any and all claims and recourse against the City or its officers, agents
or employees, including the right of contribution for loss or damage to person or property arising
from, growing out of, or in any way connected with or incident to the performance of this Agreement
except “responsibility for his own fraud, for willful injury to the person or property of another, or for
violation of law, whether willful or negligent” as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above, Contractor shall at Contractor’s expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in subsection (a) of this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City and Contractor
shall furnish to the City an accompanying certificate of insurance and accompanying endorsements
in amounts not less than as follows:
Workers’ Compensation – statutory;
Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
Automobile Liability - $1,000,000 property damage/bodily injury per accident; and
Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City of Bozeman, its officers,
agents, and employees, shall be endorsed as an additional or named insured on a primary non-
contributory basis on both the Commercial General and Automobile Liability policies. The insurance
and required endorsements must be in a form suitable to City and shall include no less than a sixty
(60) day notice of cancellation or non-renewal. The City must approve all insurance coverage and
endorsements prior to the Contractor commencing work. Contractor shall notify City within two (2)
business days of Contractor’s receipt of notice that any required insurance coverage will be terminated
or Contractor’s decision to terminate any required insurance coverage for any reason.
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The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor’s Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor’s right to proceed with all or any part of the work (“Termination Notice Due
to Contractor’s Fault”). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
c. Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City’s Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement City may terminate
this Agreement by written notice to Contractor (“Notice of Termination for City’s
Convenience”). The termination shall be effective in the manner specified in the Notice of
Termination for City’s Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
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in progress.
c. In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
Notice of Termination for City’s Convenience.
d. The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
10. Limitation on Contractor’s Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11. Representatives:
a. City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Carolyn Poissant, MLA, MPA, AICP, Manager of Trails. Open Space and
Parks Design and Development, or such other individual as City shall designate in writing.
Whenever approval or authorization from or communication or submission to City is required
by this Agreement, such communication or submission shall be directed to the City’s
Representative and approvals or authorizations shall be issued only by such Representative;
provided, however, that in exigent circumstances when City’s Representative is not available,
Contractor may direct its communication or submission to other designated City personnel or
agents as listed above and may receive approvals or authorization from such persons.
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b. Contractor’s Representative: The Contractor’s Representative for the
purpose of this Agreement shall be Cole Robertson or such other individual as Contractor
shall designate in writing. Whenever direction to or communication with Contractor is
required by this Agreement, such direction or communication shall be directed to Contractor’s
Representative; provided, however, that in exigent circumstances when Contractor’s
Representative is not available, City may direct its direction or communication to other
designated Contractor personnel or agents.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
14. Nondiscrimination: The Contractor agrees that all hiring by Contractor of persons
performing this Agreement shall be on the basis of merit and qualifications. The Contractor will have
a policy to provide equal employment opportunity in accordance with all applicable state and federal
anti-discrimination laws, regulations, and contracts. The Contractor will not refuse employment to a
person, bar a person from employment, or discriminate against a person in compensation or in a term,
condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age,
marital status, national origin, actual or perceived sexual orientation, gender identity, physical or
mental disability, except when the reasonable demands of the position require an age, physical or
mental disability, marital status or sex distinction. The Contractor shall be subject to and comply
with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all
regulations promulgated thereunder. The Contractor shall require these nondiscrimination terms of
its sub-Contractors providing services under this agreement.
15. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
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or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S. Department of Transportation
(DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing his employees and agents in safe work practices.
16. Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor’s rights, including the right to compensation or duties arising
hereunder, without the prior written consent of City. Any subcontractor or assignee will be bound by
all of the terms and conditions of this Agreement.
17. Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor’s compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
18. Non-Waiver: A waiver by either party any default or breach by the other party of any
terms or conditions of this Agreement does not limit the other party’s right to enforce such term or
conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
19. Attorney’s Fees and Costs: That in the event it becomes necessary for either Party of
this Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement or to
give any notice required herein, then the prevailing Party or the Party giving notice shall be entitled
to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel to include
City Attorney.
20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
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appropriate employee withholdings.
21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties, the parties may invite an independent, disinterested mediator to assist
in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty (30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor’s indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are not
be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
24. Severability: If any portion of this Agreement is held to be void or unenforceable, the
balance thereof shall continue in effect.
25. Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
26. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
28. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
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agreement of the parties. Covenants or representations not contained therein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year
first above written.
CITY OF BOZEMAN, MONTANA CONTRACTOR
Plum Design Lab
By________________________________ By__________________________________
Andrea Surratt
City Manager
Print Name:
Print Title: ____________________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
105
DESIGN SERVICES FEE PROPOSAL AND AGREEMENT
Date: 01/31/18
Client: Cattail Creek Community Assoc.
Address: PO Box 11842
Project Name: Sandan Park Pavilion
Project Use: Pavilion
Project Site: Cattaill Creek Sub PH 2A & 2B, S35, T01 S, R05 E, 3.123 ACRES, SANDAN PARK IN W2 PLAT J‐369
Design Schedule:
estimated duration 1 Month
Construction Schedule:
estimated completion date, if known Spring / Summer
Description of Services: Construction Administration
Part 1 / 2 Builders Set for (Construction, Design Development and Permits):
•CA inspections anticipate 1 hr meetings for the following project phases:
•Pre Construction Site walk through with GC
•Pre Framing
•Mid Framing
•Pre Siding / Roofing
•Pre Accessory installation
•Final Inspection and Punchlist (2 visits usually)
•Steel Shop Drawings Review
•Weekly Q and A phone coordination initiated by GC during the project
•Observation reports following each site meeting.
Special Conditions:
●Any work outside of the above scope of services for Construction Administration tasks will be billed hourly per Plum Design Lab rate liste in
the following sections.
●No Bid Phase tasks are incuded in the proposal. All bid phase clarifications, phone calls, and email will be billed hourly.
Consultants Included under this
Proposal:
▢None
Design Fees: STIPULATED SUM $1,800
By signing this Proposal you accept the terms of this document and authorize the Plum Design Lab to proceed with the work described above.
Approved by Prepared by
Cattail Creek Community Association Cole Robertson, Architect
Date: Date: 01/31/18
I appreciate this opportunity and look forward to working with you on this project. Please contact me if you have any questions.
Additional Services:
none
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EXHIBIT A
106
Types of Design Fee Compensation (one of these methods is usually employed)
Type 1: Time‐Based Method:
Hourly Billing Rates, in which salaries, benefits, overhead, and profit are included in rates for designated personnel. Depending on
project conditions this method may be open‐ended or defined by a not‐to‐exceed amount.
Plum Design Lab llc hourly rates:
Architect $110.00
Architect In Training $75.00
Architectural Drafter $65.00
Type 2: Stipulated Sum:
Compensation is stated as a dollar amount.
Type 3: Percentage of Cost of the Work:
Compensation is calculated by applying an agreed‐upon percentage to the estimated or actual cost of the work, whichever cost
is most certain at the time the calculation is made.
Reimbursable Expenses
City of Gallatin County Planning Fees, Impact Fees and Building Permit Review Fees are to be paid by the Owner. If requested by the
Owner, these fees will be paid by Plum Design Lab and are subject to the provisions of this paragraph. Out‐of‐pocket expenses
incurred by Plum Design Lab on behalf of the owner, such as long‐distance travel and communications, reproduction of contract
documents, fees, and authorized overtime premiums are in addition to the compensation for professional services and are billed with
a 15% markup as they occur. The Building Permit is typically paid by the Construction Contractor unless other provisions have been
made.
Consultants
Plum Design Lab llc may employ outside consultants to assist in completion of design tasks. Consultants may include Structural,
Mechanical (HVAC/Plumbing/Fire Protection), Electrical, Civil, Interior Design or others as required. Please see Page Two of this
document for consultants included under this Fee Proposal, if any.
Regulatory Agency Review
Projects that are undertaken within the limits of the Gallatin County are under jurisdiction of the County Department of Planning and
Community Development and require its approval. The proposed design of some Projects requires public hearing(s) and/or City
Commission approval; these Projects undergo review and approval/denial by appointed and/or elected officials. Plum Design Lab
does not guarantee the outcome of this review.
Owner is aware and acknowledges that the completion of the project relies upon multiple parties. The Owner's responsibilities to
the Architect and the Architect's responsibilities to the Owner are set forth in this Agreement. The Owner is aware that the Architect
will, as part of his responsibilities to the Owner, work with the managing contractor or general contractor to be referred to as the
"Contractor". However, Architect and Owner agree that the Architect is not responsible for supervising the Contractor, does not
open, approve or award bids for the project and has no budgetary supervision or obligations beyond those established in this
Agreement.
Hazardous Materials
Identifying hazardous material, and related scope of work, is the responsibility of the owner. The Owner must employ a Montana
Accredited Asbestos Inspector to inspect building renovations and demolitions for Asbestos Containing Materials (ACM) prior
to renovation or demolition activities; ACM that will be impacted by renovation or demolition activities must be removed before
demolition or renovation activities begin. Plum Design Lab does not undertake tasks related to identification or abatement of Hazardous
Materials (including Asbestos).
Owners Responsibilities
The Owner shall provide the following to the Plum Design Lab:
●Design objectives, constraints, and criteria, including space requirements and relationships, flexibility, expandability,
special equipment, and site requirements.
●Budget (including contingencies for bidding, changes in the work during construction, and other costs that are the
owner’s responsibility) and a statement of available funds for the project.
●Payment of Regulatory Agency Review and/or Permit Fees.
●Results of Hazardous Material surveys and procurement of abatement services.
●A legal description and survey of the site (including available services and utilities) as well as any required geotechnical
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engineering services and professional recommendations (including test borings or pits, soil‐bearing values, percolation
tests, air‐ and water‐pollution tests, hazardous materials testing, and ground‐water levels).
●Necessary services during construction, including special inspections, testing services and (on some projects) an on‐
site project representative.
●Timely information, services, decisions, and approvals.
●Prompt notification of any observed faults or defects in the project or nonconformance with the contract documents
governing the project.
●Legal, accounting, auditing, and insurance counseling services needed for the project to meet the interests of the
owner.
The Architect shall be entitled to rely on the accuracy and completeness of services and information furnished by the Owner, and
shall review information provided by the Owner for the completeness necessary to the performance of design services.
Payment to Plum Design Lab:
Progress payments shall be made in proportion to the services rendered and shall be due and owing upon receipt of the Plum Design
Lab's’s monthly invoice. The Client agrees to pay interest at the maximum legal rate allowed on accounts 30 Days past due, plus a
reasonable attorney’s fee, court cost and actual collection of any past due amounts.
This agreement, consisting of this sheet plus any attachments, is hereby accepted by the respective parties.
1.Plum Design Lab shall perform professional design services and normal incidental services thereto. Plum Design Lab is
authorized to proceed as of the date of this contract unless otherwise noted.
2.Page One of this Agreement constitutes written authorization for design services to proceed. Following this authorization, Plum
Design Lab will consult further with Client to clarify requirements for the Project and review schedule constraints.
3.The Architect will perform its services in a manner consistent with generally accepted professional standards required of it and
other design professionals providing similar services under similar conditions, in the same locale.
4.Any Opinion of the Probable Construction Cost prepared by Plum Design Lab represents judgment as a design professional and
is supplied for the general guidance of the Client. Since the Architect has no control over the cost of labor and material, or over
competitive bidding or market conditions, Plum Design Lab does not guarantee the accuracy of such opinions as compared to
Contractor bids or actual cost to the Client.
5.Plum Design Lab shall not be responsible for the acts or omissions of any Contractor, or subcontractor, or any of the
Contractor(s)’ or subcontractor(s)’ agents or employees or any other persons (except Plum Design Lab's own employees and
agents) at the site or otherwise performing any of Contractor(s)’ work; however, nothing contained herein shall be construed to
release Plum Design Lab from responsibilities to properly perform duties undertaken by the firm as a part of this Agreement.
6.The obligation to provide further services under this Agreement may be terminated by either party upon seven days written
notice in the event substantial failure by the other party to perform in accordance with the terms hereof through no fault of the
terminating party. In the event of any termination, Plum Design Lab will be paid for all services rendered to the date of the
termination, all Reimbursable Expenses and termination expenses. The Client may terminate this contract for their convenience
by using a formal notice to Plum Design Lab which completes the termination when acknowledged by the Architect. Plum
Design Lab's acknowledgment shall occur within 7 days of document receipt.
7.Client and Architect each binds themselves and their partners, successors, executors, administrators, assigns and legal
representatives to the other party of this Agreement to the partners, successors, executors, administrators, assigns and legal
representatives of such other party, in respect to all covenants, agreements and obligations of this Agreement.
8.Owner is aware and acknowledges that the completion of the project relies upon multiple parties. The Owner's responsibilities
to the Architect's and the Architect's responsibilities to the Owner are set forth in this Agreement. The Owner is aware that the
Architect is an agent of the Owner and will, as part of their responsibilities in that role, work with a General Contractor that has
been selected by the Owner. However, Architect and Owner agree that the Architect is not responsible for supervision of the
means and methods of the Contractor, obligations of the Contractor, or Contractor’s budgets beyond Contract sums as
established through the services performed under this Agreement.
9.All documents including drawings/specifications provided or furnished by Plum Design Lab pursuant to this Agreement are
instruments of services and Plum Design Lab shall retain ownership and property interest therein. Client may make and retain
copies for information and reference in connection with the project use and occupancy. Any Client reuse without Plum Design
Lab's authorization will be at Client’s sole risk.
10.Dispute Resolution – The Client and Plum Design Lab agree to negotiate in good faith for a period of 30 days from the date of
notice of all disputes between them prior to exercising their rights to mediation. Mediation by a Client‐Architect agreed upon
mediator would occur after the 30 day period. If litigation does occur, it would be in the legal jurisdiction of Gallatin County,
Montana.
11.Nothing herein shall be construed to give any rights or benefits hereunder to anyone other than Client and Plum Design Lab.
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