HomeMy WebLinkAbout20- Professional Services Agreement - MSR Design for Library Expansion Proj DocuSign Envelope ID: B7AOOEB3-9D6A-4FB1-A5F3-FDOD5A423E49
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PROFESSIONAL ARCHITECTURAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this 15th day of December, 2020 ("Effective
Date"), 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, MSR Design, 510 Marquette Avenue South Suite 200,
Minneapolis, MN 55402, hereinafter referred to as "Consultant" or "Architect." The City and
Architect may be referred to individually as "Party" and collectively as "Parties."
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 hire Consultant as an independent 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. Effective Date: This Agreement is effective upon the Effective Date and will expire
on the 30t'day of June, 2022,unless earlier terminated in accordance with this Agreement.
3. Scope of Work: Consultant will perform the work and provide the services in
accordance with the requirements of the Scope of Services attached hereto. For conflicts between
this Agreement and the Scope of Services, unless specifically provided otherwise, the Agreement
governs.
4. Payment: City agrees to pay Architect one hundred seventy four thousand seven
hundred and eighty five Dollars ($174,785) for services performed pursuant to the Scope of Services.
In addition,production of reproducible record drawings will be billed at the hourly rate,not to exceed
one hundred twenty five Dollars ($125) Any alteration or deviation from the described work that
involves additional costs above the Agreement amount will be performed by Architect after written
request by the City, and will become an additional charge over and above the contract amount. The
parties must agree in writing upon any additional charges.
5. Consultant's Representations:
To induce City to enter into this Agreement, Architect makes the following representations:
a. Architect 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, growth policies,
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adopted plans of the City, ordinances, rules, and regulations that in any manner may affect cost,
progress or performance of the Scope of Services.
b. Architect represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform the 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: The parties agree that Architect is an independent
contractor for purposes of this Agreement and is not to be considered an employee of the City for any
purpose. Architect 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.
Architect is not authorized to represent the City or otherwise bind the City in any dealings between
Architect and any third parties.
Architect shall comply with the applicable requirements of the Workers' Compensation Act,
Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of
Montana, Title 39, Chapter 71, MCA. Architect shall maintain workers' compensation coverage for
all members and employees of Architect's business, except for those members who are exempted by
law.
Architect 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.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Architect agrees to defend, indemnify, and hold the
City, its agents, representatives, employees, and officers (collectively referred to for purposes of this
Section as the City)harmless against claims,demands,suits,damages,losses,and expenses connected
therewith that may be asserted or claimed against, recovered from or suffered by the City by reason
of any injury or loss, including but not limited to, personal injury, including bodily injury or death,
property damage, occasioned by, growing out of, or in any way arising or resulting from any
intentional or negligent act on the part of Architect or Architect's agents or employees.
For the professional services rendered,to the fullest extent permitted by law, Architect 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
intentional misconduct of the Architect or Architect's agents or employees.
Architect also waives any and all claims and recourse against the City, including the right of
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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 [City's]
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.
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 City as
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 City be required to bring an action
against the Architect to assert its right to defense or indemnification under this Agreement or under
the Architect's applicable insurance policies required below the City 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 Architect was obligated to defend the claim(s) or
was obligated to indemnify the City for a claim(s) or any portion(s) thereof.
The obligations of this Section shall survive termination of this Agreement and the services
performed hereunder.
In addition to and independent from the above, Architect shall secure insurance coverage
acceptable to the City and furnish to the City an accompanying certificate of insurance issued by a
company authorized to do business in the State of Montana 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; $2,000,000 annual
aggregate
• Professional Liability- $1,000,000 per claim; $2,000,000 annual aggregate
The City of Bozeman 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 Architect commencing work.
8. Professional Service: Architect agrees that all services and work performed
hereunder will be accomplished in a professional manner.
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9. Compliance with Laws: Architect agrees to comply with all federal, state and local
laws, ordinances, rules and regulations, including the safety rules, codes, and provisions of the
Montana Safety Act in Title 50, Chapter 71, MCA. Architect agrees to purchase a City business
license.
10. Nondiscrimination and Equal Pay: The Architect agrees that all hiring by Architect
of persons performing this Agreement shall be on the basis of merit and qualifications. The Architect
will have a policy to provide equal employment opportunity in accordance with all applicable state
and federal anti-discrimination laws, regulations, and contracts. The Architect 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 Architect 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.
Architect represents it is, and for the term of this Agreement will be, in compliance with the
requirements of the Equal Pay Act of 1963 and Section 39-3-104,MCA(the Montana Equal Pay Act).
Architect must report to the City any violations of the Montana Equal Pay Act that Architect has been
found guilty of within 60 days of such finding for violations occurring during the term of this
Agreement.
Architect shall require these nondiscrimination terms of its subcontractors providing services
under this Agreement.
11. Default and Termination: If either Party fails to comply with any condition of this
Agreement at the time or in the manner provided for,the other Party, at its option,may terminate this
Agreement and be released from all obligations if the default is not cured within ten (10) days after
written notice is provided to the defaulting Party. Said notice shall set forth the items to be cured.
Additionally, the non-defaulting Party may bring suit for damages, specific performance, and any
other remedy provided by law. These remedies are cumulative and not exclusive. Use of one remedy
does not preclude use of the others. Notices shall be provided in writing and hand-delivered or mailed
to the Parties at the addresses set forth in the first paragraph of this Agreement.
12. Modification and Assignability: This document contains the entire agreement
between the parties and no statements, promises or inducements made by either party or agents of
either party, which are not contained in this written Agreement, may be considered valid or binding.
This Agreement may not be enlarged,modified or altered except by written agreement signed by both
parties hereto. The Architect may not subcontract or assign Architect's rights, including the right to
compensation or duties arising hereunder, without the prior written consent of the City. Any
subcontractor or assignee will be bound by all of the terms and conditions of this Agreement.
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13. Ownership and Publication of Materials: All reports, information, data, and other
materials prepared by the Architect pursuant to this Agreement, except those separately identified in
the Scope of Services or in other written agreements between the parties, are jointly owned by the
Architect and the City. The City has authority to release, publish or otherwise use, in whole or part,
reports, information, data and other materials prepared by Architect pursuant to this Agreement,
except those separately identified in the Scope of Services or in other written agreements between the
parties. Any re-use without written verification or adaptation by the Architect for the specific purpose
intended will be at the City's sole risk and without liability or legal exposure to the Architect. No
material produced in whole or in part under this Agreement may be copyrighted or patented in the
United States or in any other country without the prior written approval of the City.
14. Representatives and Notices:
a. City's Representative: The City's Representative for the purpose of this
Agreement shall be Jon Henderson, Strategic Services Director 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,Architect may direct its communication or submission to other
designated City personnel or agents as designated by the City in writing and may receive
approvals or authorization from such persons.
b. Architect's Representative: The Architect's Representative for the purpose
of this Agreement shall be Traci Lesneski or such other individual as Architect shall designate
in writing. Whenever direction to or communication with Architect is required by this
Agreement, such direction or communication shall be directed to Architect's Representative;
provided, however, that in exigent circumstances when Architect's Representative is not
available, City may direct its direction or communication to other designated Architect
personnel or agents.
C. Notices: All notices required by this Agreement shall be in writing and
shall be provided to the Representatives named in this Section. Notices shall be deemed given
when delivered,if delivered by courier to Party's address shown above during normal business
hours of the recipient; or when sent, if sent by email or fax (with a successful transmission
report) to the email address or fax number provided by the Party's Representative; or on the
fifth business day following mailing, if mailed by ordinary mail to the address shown above,
postage prepaid.
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15. Applicability: This Agreement and any extensions hereof shall be governed and
construed in accordance with the laws of the State of Montana.
16. Reports/Accountability/Public Information: Architect agrees to develop and/or
provide documentation as requested by the City demonstrating Architect's compliance with the
requirements of this Agreement. Architect 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 Architect pursuant to this Agreement was used in compliance
with this Agreement and all applicable provisions of federal, state, and local law. The Architect shall
not issue any statements, releases or information for public dissemination without prior approval of
the City.
17. Non-Waiver: A waiver by either Party of 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.
18. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
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,
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
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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. 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
atorney's fees and costs, including fees, salary, and costs of in-house counsel including the City
Attorney's Office staff.
29. Consent to Electronic Signatures: The Parties have consented to execute this
Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act,
Title 30, Chapter 18, Part 1, MCA.
*xxx END OF AGREEMENT EXCEPT FOR SIGNATURES ****
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IN WITNESS WHEREOF,the parties hereto have executed this instrument the day and year
first above written or as recorded in an electronic signature.
CITY OF BOZEMAN, MONTANA Meyer, Scherer & Itockcastle Ltd (dba MSR Design)
DocuSigned ARCHITECT (Type Name Above)
DocuSigned by: y�._,
�.� �r9. DocuSigned by:
B M tlu�t(�, B
y ��FD AS�pA6 4r °�� .
Je 1V i e 'i"W,City Manager "`°° OD12AMBF9NA8.
Print Name: Traci Lesneski
Print Title: CEO, Principal
APPROVED AS TO FORM:
DocuSigned by:
By SA"'
Greg ullivan, Bozeman City Attorney
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Lt1L 11 V l l 17
12/1/2020 M S R
Jon Henderson,Strategic Services Advisor Design
City of Bozeman
121 North Rouse Avenue
Bozeman,MT 59715
Re: Bozeman Public Library Public Engagement and Concept Design fee proposal
Dear Jon,
MSR Design is pleased to present you with our proposal for design services for the Bozeman Public Library Public
Engagement and Concept Design project.We understand that the library seeks renovate and/or expand its
current facility.MSR will lead a concept design phase for this project that further defines the project scope and
budget for a future construction project.This work will include a robust community engagement effort. Multiple
touch points,both digital and analog,will engage the community to ensure that the Library is responding to the
needs of its patrons as it undertakes the project. Potential areas noted for improvement include:additional
meeting space,more spaces for casual interaction,additional space for Children's programming,and covered
parking for the bookmobile.
To support the library's goals,MSR will lead the following efforts over a 14-week period:
Public Engagement
• MSR will hold an engagement planning meeting with the core committee to identify project stakeholders
and more clearly identify the formats for engagement.
■ We will develop a refined statement of needs and measurable goals for the conceptual design.These
project guiding principles will serve as a shared definition of success.This effort will include:
o One interactive online workshop with the core project committee and key stakeholders. (The
format/style of this engagement to be confirmed.)
o Three interactive online workshops with community members. (The format/style of this
engagement to be confirmed.)
o MSR will develop an analog version of the workshops to broaden the community outreach. MSR
will develop content for the material,the Library will be responsible for printing and distribution of
the material.
• We will share the concept options with the public and key stakeholders to solicit input and ultimately
select a direction that best achieves the project goals.This effort will include:
o One interactive online workshop with the core project committee and key stakeholders. (The
format/style of this engagement to be confirmed.)
o Three interactive online workshops with community members. (The format/style of this
engagement to be confirmed.)
o MSR will develop an analog version of the workshops to broaden the community outreach. MSR
will develop content for the material,the Library will be responsible for printing and distribution.
• With a concept site plan,a concept building plan,renderings,and other imagery to describe the
concept,we will prepare an online survey (or other online tool to be confirmed)to solicit feedback on the
final concept design from the community.All feedback collected from this outreach will be incorporated
into the project during the schematic design process.
■ We will share the results of the public engagement and concept design work with key project
stakeholders,city leadership,and potential donors in an online meeting.
Concept Design
• MSR will review and gather information that will inform our work,such as short-term and long-term
demographic projections and other relevant statistical data;city comprehensive planning documents;
510 Marquette Avenue South,Suite 200
Minneapolis,MN 55402 1 612.375.0336 msrdesign.com
DocuSign Envelope ID: B7AOOEB3-9D6A-4FB1-A5F3-FDOD5A423E49
previous library studies,community input,and planning efforts;the library's strategic plan, mission,and
values; and technical information about the site and surrounding urban infrastructure.
• MSR and our consultants make one trip to Bozeman for a library tour with the library staff to analyze
workflow,functionality,collection layout,seating,and parking.
• MSR and our consultants will visit the library to take critical measurements and photographs to capture
the building's character and site features for reference as we develop conceptual ideas to ensure we
maintain the character of the existing building.
■ MSR will develop a 3D model of the existing building using as-built drawings and site measurements as a
foundation for our concept design.
• We will generate 2-3 conceptual options for the building and site for review with the core project
committee.Our cost estimator will provide high-level cost estimating of these schemes to assist in the
prioritization of concepts.
■ We will incorporate library and community feedback into the concept designs and select a single design
to refine into the final concept design.
■ With narratives from the design and engineering team that describe systems,quality, materiality,and
scope,our cost estimator will estimate the final concept design.The draft estimate will include
construction cost and contingencies,with projected escalation to year desired.The sub-projects/phases
will be identified and priced as separate line items and escalated to anticipated completion years.With
core project committee input,the design team will prepare soft costs,including furnishings and
equipment,audiovisual equipment,estimated design fees,and owner's contingency.The result will be a
comprehensive statement of probable cost.
■ During this effort MSR will hold weekly meetings with the core project committee to review progress.
■ At the end of this effort MSR will deliver a concept design report that includes executive summary of the
conceptual design process and contributors, building assessment,work product,final concept site plan,
final concept building plans,and statement of probable cost.
Note:Due to the ongoing pandemic and based upon our conversation of 17 November,our team has assumed
all meetings will be conducted virtually for this phase.MSR will plan on making one overnight trip for a site visit
and library tour.
Facility Assessment
■ MSR and our engineering consultants will provide a high-level assessment of the existing building
systems for the purposes of identifying potential impacts and costs related to the concept design and
flagging upcoming maintenance that may be best completed during the construction phase.This
includes the HVAC,electrical,telecommunication, plumbing,and fire suppression systems.
• Our engineers will review existing building systems,their general conditions,anticipated lifespan,and
capacity to handle a building expansion or renovation.
■ We will review the City of Bozeman's high-performance/ net-zero goals and provide guidance on how
the current building systems might be adapted to achieve greater energy savings.
■ We will outline future work that would address new performance targets (assumed to be undertaken
when existing equipment reaches the end of its lifespan,unless directed otherwise).
■ Cost estimates for system changes and upgrades made necessary by the building project will be
provided as part of the concept design work.
Fundraising Renderings
■ MSR will provide (3) project renderings,one exterior view and two interior views,to support fundraising
and external communications.Our concept design process includes the use of 3D digital sketches,which
may also be used to supplement fundraising.
■ Additional renderings can be completed for an additional fee on an as-needed basis.
Lighting Assessment
A detailed lighting assessment is not typically part of a standard facilities assessment scope. However,to
make progress towards implementing the City of Bozeman's high-performance/ net-zero goals a lighting
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assessment may be desired.We understand that the current facility was designed for a lighting power
density(LPD)that is twice the LPD allowed by current energy codes.The library has an opportunity to both
reduce energy use and improve lighting quality with fixture retrofits or replacements. Updated lighting
throughout the building may not be part of this project scope,but this may be an opportune time to identify
future energy saving opportunities.The scope of work for a lighting assessment would include:
■ Site visit by the lighting designer to evaluate existing conditions and perform a lighting audit.
■ Recommendations for lighting improvements on a space by space basis and develop options for
lighting control systems upgrades.
• Cost estimates for each retrofit option (developed by lighting designer).
• Calculations showing potential energy savings and payback periods.
• A Lighting Audit Report to be used for future lighting improvements.
The following efforts&deliverables are exclusions from this proposal. MSR can provide an additional proposal
should the project's needs require such efforts:
■ Services related to scopes that are yet to be defined.
■ As-built drawings of existing building conditions.
■ Fixtures,Furniture,and Equipment(FFE) selections.
• Additional fundraising,Marketing,&Community communications renderings beyond noted.
• VR (virtual reality) walk throughs.
• Full design and construction documentation.
■ Construction Administration.
■ Signage design (exterior and interior).
■ Surveys,geotechnical reports,environmental reports,or other specialized reports required.
■ Operational analysis beyond noted.
For the above noted efforts&services,MSR proposes the following fixed fees for the scope of work:
■ Public Engagement $ 49,000
• Concept Design $ 78,800
■ Facility Assessment $ 21,200
■ Lighting Assessment $ 10,760
■ Fundraising Renderings $ 10,800
Total $170,560
MSR estimates a total of$4,225 to cover reimbursable expenses including: printing,postage,modeling supplies,
and travel costs.One trip for three MSR staff is included in the reimbursable amount to cover airfare,hotel,car
rentals and meals.These expenses will be billed only if/when expended.
MSR's payment terms are outlined below:
■ All invoices are due 45 days from the date of invoice.
■ MSR will assess a finance charge of 5%on any invoices past due.
• MSR reserves the right to stop work/withhold service without recourse due to non-payment of any past
due invoice.
We are delighted to be working with you on this project. Please let me know if you have any questions related to
this proposal,and we can establish a time to review together.
Sincerely,
.40�`'/J _y�(,'
Traci Lesneski,CEO,Principal
612. 991.7764 1 traci@msrdesign.com
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