HomeMy WebLinkAbout20- Professional Services Agreement - HDR Engineering, Inc. - Public Works Facilities Master PlanPROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this � day of J Lh^lk- , 2020, 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, HDR Engineering, Inc., 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.
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. 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,
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
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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
connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes.
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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.
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
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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 thirty
(30) 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.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor's Fault:
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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
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
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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 Mitch Reister, Director of Public Works 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.
b. Contractor's Representative: The Contractor's Representative for the
purpose of this Agreement shall be Ken Booth, Project Manager or such other individual as
Contractor shall designate in writing. Whenever direction to or communication with
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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 subcontractors 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
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
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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: In the event it becomes necessary for either Party 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
appropriate employee withholdings.
21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
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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
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.
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**** 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
By
-<7WJ Ala
Je M' Aich, City Manager
APPROVED AS TO FORM:
&4_�
By
Gre ullivan, Bozeman City Attorney
HDR Engineering, Inc.
CONTRACTOR
By
Jareff Harris, Vice President
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FY 2020- FY 2021
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Professional Services Agreement for Public Works Facilities Master Plan
FY 2020- FY 2021
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I—N SCOPE OF SERVICES
Public Works Facilities Master Plan
City of Bozeman
Bozeman, Montana
Scope of Services
March 1, 2020
HDR Engineering, Inc.
Overview
The following scope of service is to work with City of Bozeman (COB) to develop a master plan to
address both the immediate, short term, and long term facility needs for various Public Works and other
department's functions. The scope of the master plan is for the needs for the next 20 years with a
special emphasis on the next five and ten years. HDR will perform programming (data collection) of the
space needs for the departments, develop site and building plans for up to two facilities based upon the
space needs program, and develop cost estimates based upon the concept site and building plans
developed during the master planning process.
Timeline
The project schedule is anticipated to start in May 2020 with programming meetings and wrap up the
master plan by the end of October 2020. As the project begins, a detailed project schedule will be
developed outlining the scope by task and identifying meeting dates, workshops, product delivery, and
review periods. We anticipate that dates on the schedule may fluctuate to accommodate personal
schedules and other unforeseen changes in the project, while still maintaining the project delivery date
at the end of October 2020.
Task A: Programming
Objective
Review and evaluate the functional requirements as input into the design process which will confirm
and respond to the needs of the COB at the following four locations; Stiff Building, Shops, Vehicle
Maintenance and Solid Waste.
Work Elements
Orientation Meeting
• Develop interview questionnaires to be used during programming sessions with COB staff.
• Conduct an orientation/kick-off meeting for key COB staff. Distribute programming
questionnaires, discuss programming process, and address issues to promote effective
participation by key staff.
Data Collection
City of Bozeman 1 HDR
Bozeman, Montana May 1, 2019
FN
• Conduct programming interviews with key COB staff to stimulate dialogue relating to projections
at 5 year, 10 year, and 20 year milestones for staff and vehicle, office, shop, and storage space
requirements, as well as general operating practices.
• Review requirements for Engineering & Administrative offices including public interface and
other service locations
• Review requirements for vehicle repair bays and associated shops.
• Review requirements for workshops and material storage areas.
• Review requirements of support facilities including offices, restrooms, lunchrooms, and locker
areas.
• Review building and yard storage requirements for equipment, parts, and materials.
• Review requirements for vehicle storage, parking, washing, and fueling.
• Review site and building security requirements.
• Conduct wrap-up meeting outlining schedule and presenting the findings from the interview
sessions.
Space Needs Program
• Address functional areas to be located at the each facility.
• Develop space program requirements for the facility based on information and projections
developed as part of the data collection effort.
• Establish space standards for offices, repair bays, and support spaces.
• Determine number and size of various workstations.
• Determine number of repair bays based on industry standards and COB specific factors.
• Determine shop area requirements based on function and operational needs.
• Determine storage requirements for parts, materials, and equipment.
• Determine parking requirements for employee, visitor, and delivery vehicles.
• Identify clearance requirements throughout the project.
• Establish net to gross factors for each functional area of the facility.
Site and Building Assessment
• Review the existing documentation for each building, tour each building, and discuss the
building age and ability to add onto as necessary.
Programming Report
• Provide a report that documents the programming process outlines key planning and design
issues. The paper will be distributed to the Design Team and key COB staff for review. The
paper includes the following narratives:
✓ Project Overview - Describes the background and gives an over view of the project and the
entities involved.
✓ Basis for Design - Provides a summary of the more qualitative planning issues that were
noted during interview sessions. The summary includes a description of each group's
responsibilities, hours of operation, staff counts, vehicle parking, vehicles maintained, and a
City of Bozeman 2 HDR
Bozeman, Montana May 1, 2019
F)l
SCOPE OF SERVICES
list of key planning issues. This is compiled for consideration during future planning and
design efforts.
✓ Space Needs Program - Presents a detailed listing of space requirements for the key
stakeholders on the site. The intent of the program is to identify program spaces to fulfill
the current and future facility needs. Programmed spaces are further defined by their
quantity, area, and any remarks significant to design.
Quality Assurance
• Review Programming Report and Space Needs Program to be performed by an HDR reviewer
not assigned to the project. Programming Report to be reviewed for quality and accuracy.
Deliverables
• Programming Questionnaires
• Draft Space Needs Program (delivered electronically via PDF)
• Working Paper 1 (Programming Report) delivered electronically via PDF including:
✓ Project Overview
✓ Basis for Design (Interview Documentation)
✓ Space Needs Program
Document Review
• Estimate COB has up to 2 weeks to review draft deliverable documents
Estimated Travel
• Two people for 2 hours to conduct orientation meeting with key COB staff (Web conference)
• Three people for 10 two hour programming sessions (Web conference)
Task B: Master Plan/Conceptual Design
Objective
Confirm that the functional requirements, including circulation and proximity relationships, are
appropriately addressed in the Conceptual Design.
Work Elements
Site Master Plan Backgrounds
• Develop site plan backgrounds which includes basic known underground utility data and
existing site conditions. This will be used as backgrounds for developing Site Master Plans.
Site Master Plan Charrette
• Tour existing facilities (Stiff Building, Shops, Vehicle Maintenance, and Solid Waste) in order to
gain an understanding of current operating philosophies and conditions.
• Identify potential alternatives to meet the requirements established in the previous task.
City of Bozeman 3 HDR
Bozeman, Montana May 1, 2019
SCOPE OF SERVICES
• Participate in a multiple day on-site design Charrette working directly with the COB to develop
two alternatives for the following facilities; Stiff Building, Shops, Vehicle Maintenance and Solid
Waste for site configuration and general building design and or expansion. During this on-site
process, alternatives will be reviewed by COB staff. Based on review comments, selected
alternatives will be refined and presented for review. A final review meeting will result in a
selected Master Plan alternative for each facility.
• It is anticipated to be 3 day Charrette process in Bozeman with the COB participating for up to 2
hours each day.
• Site issues addressed will include:
✓ Reviewing and developing circulation patterns for vehicles, materials, and personnel that
will provide the most efficient, cost effective, and safest maintenance operation.
✓ Reviewing and developing ingress and egress routes which maximize safety and security
and minimize vehicular and pedestrian conflict on and off the site.
✓ Establishing site area relationships including administration, operations, and maintenance
facilities as well as employee, delivery, and visitor parking.
Conceptual Design Charrette
• Identify potential alternatives to meet the requirements established during the Site Master Plan
Charrette.
• Participate in a multiple day on-site design Charrette working directly with COB to develop
specific conceptual building floor plans. During this on-site process, alternatives will be
reviewed by COB staff. Based on review comments, selected alternatives will be refined and
presented for review. A final review meeting will result in selected Conceptual Building Floor
Plans.
• It is anticipated to be 3 day Charrette process in Bozeman with COB participating for up to 2
hours each day.
• Facility issues addressed will include:
✓ Reviewing and developing circulation patterns for equipment, materials, and personnel
within the buildings and their relation to site circulation patterns.
✓ Reviewing and establishing functional area relationships both between departments and
between workstations within department. Primary considerations to be industrial workflow,
supervision, and safety.
✓ Reviewing architectural design for functional response to program and adherence to
approved maintenance concept.
Draft Master Plan Report
• Prepare a draft master plan report that documents the design Charrette process, identifies the
criteria for site and building requirements, and includes an estimate of design and construction
costs based on the Master Plan and Conceptual Floor Plans. The report will be distributed to
the Design Team and key staff with the COB for review. The paper includes the following
narratives:
City of Bozeman 4 HDR
Bozeman, Montana May 1, 2019
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SCOPE OF SERVICES
✓ Design Charrette - Presents a summary of the on-site sessions to develop a site master
plan and conceptual floor plans. A description of the process, concepts that were
developed, and resulting comments and discussions are presented.
✓ Estimate of Probable Costs - Presents costs based on the projected facility equipment
needs to assist in developing an initial cost estimate based on the selected Conceptual
Plan.
✓ Phasing plan to identify immediate, 5 year, 10 year, and 20 year projects that can be
implementable as the COB acquires funding for the various projects identified in
during the design process.
Quality Assurance
• Review Preliminary Design Report to be performed by an HDR reviewer not assigned to the
project. Programming Report to be reviewed for quality and accuracy.
Final Master Report
• Provide a final master plan report that will allow the COB to use as a design tool to develop
funding and prioritize projects identified during the master plan process. The final report will
include all sections identified in the draft and incorporate all comments from the design team
and COB and presented in an electronic format.
• Develop electronic site plans, floor plans, and renderings for each site including phasing
diagrams.
• Present final Master Plan Report to City Management/City Commission with COB staff.
Deliverables
• Concept site and building design site plans, floor plans and 3D renderings.
• Working Paper 2 ( Draft Master Plan Report) including:
✓ Project Overview
✓ Basis for Design (Interview Documentation)
✓ Space Needs Program
✓ Design Charrette Outcomes
✓ Estimate of Probable Costs
✓ Phasing Plan
✓ Update the previously developed reports, as pertinent, including the comments from the
Design Team and COB
• Final Master Plan Report
Review time
• COB is expected to participate 2 hours each day during each Charrette.
• Estimate COB has up to 2 weeks to review draft deliverable documents
Estimated Travel
• Four people for five days to conduct on-site Site Master Plan Charrette and facility tours.
City of Bozeman 5 HDR
Bozeman, Montana May 1, 2019
FN
SCOPE OF SERVICES
• Four people for three days to conduct on-site Conceptual Design Charrette.
• Two people for half a day to conduct a Final Presentation with key COB staff.
Task C: Cost Estimate
Objective
Develop a funding -level opinion of probable construction costs (OPCC) estimate for each
component of the concept site and building plans. Priority projects will include engineering
and architectural design, real property acquisition, and construction costs associated with
each phase of plan implementation.
Work Elements
Detailed Cost Estimate
• HDR will perform an OPCC estimate based upon the Concept design drawings for the project at
each site including phasing options.
• The OPCC estimate will meet the American Association of Cost Engineering (AACE) Class 2
methodology standards.
• Quantity take -offs will be made for major items from the provided design drawings. For those
areas of the project not fully defined, an assumed level of detail quantity take -off may be
developed to use as line items in the estimate.
• A definition of indirect costs will include non -manual staffing, construction equipment, freight,
insurance, etc. Time -related elements will be based on a schedule. The percentages utilized for
indirect costs will be project specific and take into consideration level of design, estimate
classification, estimate methodology, execution strategy, procurement strategy, project location,
location market conditions, size and complexity of the project scope, craft skill mix and
availabilities, safety requirements, quality requirements, elevation, weather, and project
requirements.
• The final deliverable will include a narrative detailing the scope of work, methodology basis used
to prepare the estimate including; i.e. pricing basis, unit rate basis, schedule basis and indirect
cost basis. The layout and content of the Basis of Estimate will be established and can be
modified to suit client's requirements.
Probable Equipment Costs Estimate
HDR will provide an estimate of equipment costs based on the conceptual floor plans and key
planning issues identified in previous tasks. HDR will include equipment pricing and process
piping costs in the construction costs of the facility.
Team Meetings
• Participate in two (via web conference) Design Team coordination meetings to discuss the cost
estimate.
City of Bozeman 6 HDR
Bozeman, Montana May 1, 2019
I -N SCOPE OF SERVICES
✓ The first meeting shall be for reviewing the conceptual site and building plans and to
establish baseline for building systems and components including architectural,
structural, mechanical, electrical, plumbing, and human engineering.
✓ The second meeting shall be for reviewing a draft of the cost estimate.
Quality Assurance
• Review of Cost Estimate report section to be performed by an HDR reviewer not assigned to
the project. Report section to be reviewed for quality and accuracy
Deliverables
• Equipment Cost estimate
• Draft OPCC for review by COB
• Final OPCC incorporating COB's review comments
Review time
Estimate COB has up to 2 weeks to review draft deliverable documents.
Estimated Travel
• None
City of Bozeman 7 HDR
Bozeman, Montana May 1, 2019
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2020 Hourly Billing Rate Schedule
The following hourly rates are HDR I MDG Standard Billing Rates including overhead and profit.
Facility Design Director
$295.00
Senior Facility Design Manager
$271.00
Senior MEP Engineer
$210.00
Facility Design Manager
$188.00
Senior MEP Designer
$126.00
Senior Facility Designer
$145.00
MEP Designer
$119.00
Facility Designer
$119.00
Project Coordinator
$ 103.00
Project Assistant
$ 82.50
Project Accountant
$ 95.00
Hourly rates are subject to annual adjustment
Updated: Jan 1 2020