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HomeMy WebLinkAbout21- Service Order 2 B221-2018 - MSR Design - Bozeman Public Library Expansion Project Document B221™ – 2018 Service Order for use with Master Agreement Between Owner and Architect Init. / AIA Document B221™ – 2018. Copyright © 2014 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 14:51:56 CT on 11/21/2021 under Order No.1123312871 which expires on 06/30/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1682532921) 1 ADDITIONS AND DELETIONS: The author of this document has added information needed for its completion. The author may also have revised the text of the original AIA standard form. An Additions and Deletions Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed. A vertical line in the left margin of this document indicates where the author has added necessary information and where the author has added to or deleted from the original AIA text. This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification. This document provides the Architect’s scope of services for the Service Order only and is intended to be used with AIA Document B121™–2018, Standard Form of Master Agreement Between Owner and Architect SERVICE ORDER number 2 made as of the 02 day of December in the year 2021 (In words, indicate day, month, and year.) BETWEEN the Owner: (Name, legal status, address, and other information) Jeff Mihelich City Manager City of Bozeman, Montana 121 North Rouse Street Bozeman, MT 59771 and the Architect: (Name, legal status, address, and other information) Traci Lesneski CEO, Principal MSR Design 510 S Marquette, Suite 200 Minneapolis, MN 55402 for the following PROJECT: (Name, location, and detailed description) Bozeman Public Library 626 E Main Street, Bozeman, MT 59715 Renovation and partial addition to the Bozeman Public Library THE SERVICE AGREEMENT This Service Order, together with the Master Agreement between Owner and Architect dated the 17 day of August in the year 2021 (In words, indicate day, month, and year.) form a Service Agreement. The Owner and Architect agree as follows. DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A Init. / AIA Document B221™ – 2018. Copyright © 2014 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 14:51:56 CT on 11/21/2021 under Order No.1123312871 which expires on 06/30/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1682532921) 2 TABLE OF ARTICLES 1 INITIAL INFORMATION 2 SERVICES UNDER THIS SERVICE ORDER 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION 4 COMPENSATION 5 INSURANCE 6 PARTY REPRESENTATIVES 7 ATTACHMENTS AND EXHIBITS ARTICLE 1 INITIAL INFORMATION § 1.1 Unless otherwise provided in an exhibit to this Service Order, this Service Order and the Service Agreement are based on the Initial Information set forth below: (State below details of the Project’s site and program, Owner’s contractors and consultants, Architect’s consultants, Owner’s budget and schedule, anticipated procurement method, Owner’s Sustainable Objective, and other information relevant to the Project.) Architect’s Consultants: Associate Architect: SMA Architects Landscape Architect: Design 5 Civil, Structural, Mechanical, Electrical, Plumbing, Fire Protection, Surveying, and Technology: Morrison – Maierle Lighting Design: Mazzetti Audiovisual Design: IMEG Owner’s Budget: $4,500,000 project budget Owner’s Schedule: Refer to Exhibit B – BPL Schedule Procurement Method: CM/GC, CM/GC to be brought onto team prior to 50% Design Pricing Owner’s Sustainable Objectives: Owner will pursue LEED recertification for the library building, this effort is outside of this project scope. § 1.2 The Owner and Architect may rely on the Initial Information. Both parties, however, recognize that such information may materially change and, in that event, the Owner and the Architect may agree to appropriately adjust the schedule, the Architect’s services, and the Architect’s compensation in accordance with the Master Agreement. The Owner shall adjust the Owner’s budget for the Cost of the Work and the Owner’s anticipated design and construction milestones, as necessary, to accommodate material changes in the Initial Information. ARTICLE 2 SERVICES UNDER THIS SERVICE ORDER § 2.1 The Architect’s Services under this Service Order are described below or in an exhibit to this Service Order, such as a Scope of Architect’s Services document. § 2.1.1 Basic Services (Describe below the Basic Services the Architect shall provide pursuant to this Service Order or state whether the services are described in documentation attached to this Service Order.) Refer to Exhibit A – MSR Lighting Design and AMH Fee Proposal DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A Init. / AIA Document B221™ – 2018. Copyright © 2014 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 14:51:56 CT on 11/21/2021 under Order No.1123312871 which expires on 06/30/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1682532921) 3 § 2.1.2 Additional Services (Describe below the Additional Services the Architect shall provide pursuant to this Service Order or state whether the services are described in documentation attached to this Service Order.) Refer to Exhibit A – MSR Lighting Design and AMH Fee Proposal, any services not described in this document will be negotiated between the Owner and Architect prior to the commencement of work. ARTICLE 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION § 3.1 Unless otherwise provided in an exhibit to this Service Order, the Owner’s anticipated dates for commencement of construction and Substantial Completion of the Work are set forth below: .1 Commencement of construction date: March 2022 .2 Substantial Completion date: November 2022 ARTICLE 4 COMPENSATION § 4.1 For Basic Services described under Section 2.1.1, the Owner shall compensate the Architect as follows: .1 Stipulated Sum (Insert amount) (Paragraphs deleted) Twenty thousand, eight hundred and ten dollars ($20,810) § 4.2 For Additional Services described under Section 2.1.2 or in the Master Agreement, the Architect shall be compensated in accordance with the Master Agreement unless otherwise set forth below: (Insert amount of, or basis for, compensation if other than as set forth in the Master Agreement. Where the basis of compensation is set forth in an exhibit to this Service Order, such as a Scope of Architect’s Services document, list the exhibit below.) To be negotiated in good faith by Architect and Owner at the time Additional Services are required. § 4.3 For Reimbursable Expenses described in the Master Agreement, the Architect shall be compensated in accordance with the Master Agreement unless otherwise set forth below: (Insert amount of, or basis for, compensation if other than as set forth in the Master Agreement. Where the basis of compensation is set forth in an exhibit to this Service Order, such as a Scope of Architect’s Services document, list the exhibit below.) One thousand two hundred dollars ($1,200) (Paragraph deleted) ARTICLE 5 INSURANCE § 5.1 Insurance shall be in accordance with section 3.3 of the Master Agreement, except as indicated below: (Insert any insurance requirements that differ from those stated in the Master Agreement, such as coverage types, coverage limits, and durations for professional liability or other coverages.) Refer to Master Agreement for amounts § 5.2 In addition to insurance requirements in the Master Agreement, the Architect shall carry the following types of insurance. DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A Init. / AIA Document B221™ – 2018. Copyright © 2014 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 14:51:56 CT on 11/21/2021 under Order No.1123312871 which expires on 06/30/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1682532921) 4 (List below any other insurance coverage to be provided by the Architect, not otherwise set forth in the Master Agreement, and any applicable limits.) Coverage Limits ARTICLE 6 PARTY REPRESENTATIVES § 6.1 The Owner identifies the following representative in accordance with Section 1.4.1 of the Master Agreement: (List name, address, and other information.) Jon Henderson, Strategic Services Director 121 North Rouse Street Bozeman, MT 59771 § 6.2 The Architect identifies the following representative in accordance with Section 1.5.1 of the Master Agreement: (List name, address, and other information.) Kate Michaud MSR Design 510 S Marquette, Suite 200 Minneapolis, MN 55402 kate@msrdesign.com 612-359-3258 ARTICLE 7 ATTACHMENTS AND EXHIBITS § 7.1 The following attachments and exhibits, if any, are incorporated herein by reference: .1 AIA Document, B121TM-2018, Standard Form of Master Agreement Between Owner and Architect for Services provided under multiple Service Orders; .2 Other Exhibits incorporated into this Agreement: (Clearly identify any other exhibits incorporated into this Agreement.) (Paragraphs deleted) Exhibit A – MSR Lighting Design and AMH Fee Proposal This Service Order entered into as of the day and year first written above. OWNER (Signature)ARCHITECT (Signature) Jeff Mihelich City Manager Traci Lesneski CEO, Principal (Printed name and title) (Printed name, title, and license number, if required) DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A Additions and Deletions Report for AIA® Document B221™ – 2018 This Additions and Deletions Report, as defined on page 1 of the associated document, reproduces below all text the author has added to the standard form AIA document in order to complete it, as well as any text the author may have added to or deleted from the original AIA text. Added text is shown underlined. Deleted text is indicated with a horizontal line through the original AIA text. Note: This Additions and Deletions Report is provided for information purposes only and is not incorporated into or constitute any part of the associated AIA document. This Additions and Deletions Report and its associated document were generated simultaneously by AIA software at 14:51:56 CT on 11/21/2021. Additions and Deletions Report for AIA Document B221™ – 2018. Copyright © 2014 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 14:51:56 CT on 11/21/2021 under Order No.1123312871 which expires on 06/30/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1682532921) 1 PAGE 1 SERVICE ORDER number 2 made as of the 02 day of December in the year 2021 … Jeff Mihelich City Manager City of Bozeman, Montana 121 North Rouse Street Bozeman, MT 59771 … Traci Lesneski CEO, Principal MSR Design 510 S Marquette, Suite 200 Minneapolis, MN 55402 … Bozeman Public Library 626 E Main Street, Bozeman, MT 59715 Renovation and partial addition to the Bozeman Public Library … This Service Order, together with the Master Agreement between Owner and Architect dated the 17 day of August in the year 2021 PAGE 2 Architect’s Consultants: Associate Architect: SMA Architects Landscape Architect: Design 5 Civil, Structural, Mechanical, Electrical, Plumbing, Fire Protection, Surveying, and Technology: Morrison – Maierle Lighting Design: Mazzetti Audiovisual Design: IMEG Owner’s Budget: $4,500,000 project budget Owner’s Schedule: Refer to Exhibit B – BPL Schedule Procurement Method: CM/GC, CM/GC to be brought onto team prior to 50% Design Pricing DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A Additions and Deletions Report for AIA Document B221™ – 2018. Copyright © 2014 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 14:51:56 CT on 11/21/2021 under Order No.1123312871 which expires on 06/30/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1682532921) 2 Owner’s Sustainable Objectives: Owner will pursue LEED recertification for the library building, this effort is outside of this project scope. § 1.2 The Owner and Architect may rely on the Initial Information. Both parties, however, recognize that such information may materially change and, in that event, the Owner and the Architect shall may agree to appropriately adjust the schedule, the Architect’s services, and the Architect’s compensation. compensation in accordance with the Master Agreement. The Owner shall adjust the Owner’s budget for the Cost of the Work and the Owner’s anticipated design and construction milestones, as necessary, to accommodate material changes in the Initial Information. … Refer to Exhibit A – MSR Lighting Design and AMH Fee Proposal PAGE 3 Refer to Exhibit A – MSR Lighting Design and AMH Fee Proposal, any services not described in this document will be negotiated between the Owner and Architect prior to the commencement of work. … March 2022 … November 2022 … .2 Percentage Basis (Insert percentage value) ( ) % of the Owner’s budget for the Cost of the Work, as calculated in accordance with Section 4.4. .3 Other (Describe the method of compensation) Twenty thousand, eight hundred and ten dollars ($20,810) … To be negotiated in good faith by Architect and Owner at the time Additional Services are required. … One thousand two hundred dollars ($1,200) § 4.4 When compensation identified in Section 4.1 is on a percentage basis, progress payments for each phase of Basic Services shall be calculated by multiplying the percentages identified in this Article by the Owner’s most recent budget for the Cost of the Work. Compensation paid in previous progress payments shall not be adjusted based on subsequent updates to the Owner’s budget for the Cost of the Work. … Refer to Master Agreement for amounts PAGE 4 DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A Additions and Deletions Report for AIA Document B221™ – 2018. Copyright © 2014 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 14:51:56 CT on 11/21/2021 under Order No.1123312871 which expires on 06/30/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1682532921) 3 Jon Henderson, Strategic Services Director 121 North Rouse Street Bozeman, MT 59771 … Kate Michaud MSR Design 510 S Marquette, Suite 200 Minneapolis, MN 55402 kate@msrdesign.com 612-359-3258 … .3 Other documents: (List other documents, if any, including additional scopes of service forming part of this Service Order.) Exhibit A – MSR Lighting Design and AMH Fee Proposal … Jeff Mihelich City Manager Traci Lesneski CEO, Principal DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A ™ – 2003.AIA Document D401 Copyright © 1992 and 2003 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 14:51:56 CT on 11/21/2021 under Order No.1123312871 which expires on 06/30/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org. User Notes: (1682532921) 1 ’Certification of Document s Authenticity AIA®™ – 2003 Document D401 I, Traci Lesneski, hereby certify, to the best of my knowledge, information and belief, that I created the attached final document simultaneously with its associated Additions and Deletions Report and this certification at 14:51:56 CT on 11/21/2021 under Order No. 1123312871 from AIA Contract Documents software and that in preparing the attached final document I made no changes to the original text of AIA® Document B221™ – 2018, Service Order for use with Master Agreement Between Owner and Architect, as published by the AIA in its software, other than those additions and deletions shown in the associated Additions and Deletions Report. _____________________________________________________________ (Signed) _____________________________________________________________ (Title) _____________________________________________________________ (Dated) DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A Traci Lesneski 12/18/2021 510 Marquette Avenue South, Suite 200 Minneapolis, MN 55402 | 612.375.0336 msrdesign.com Dear Jon, When MSR Design submitted its initial design fees we did not include design services for lighting replacement outside of the project scope. With the likely approval of additional funds for the main reading room lighting replacement we are requesting additional services for designing and engineering these new lights. This work will include the following:  Mazzetti will develop design options for the main reading room lighting and prepare lighting calculations.  MSR Design will revise shelving layouts as needed to maintain proper light levels in stack areas.  MSR Design, Mazzetti, and Morrison-Maierle will prepare luminaire drawings, schedules, circuiting drawings, lighting controls drawings, and specifications for bidding and construction.  We will prepare energy code documentation, including lighting controls, as needed for code compliance.  We will provide construction administration work associated with the lighting scope.  We will provide specifications for LED retrofit options for City staff to facilitate “one for one” luminaire replacement or LED retrofit lamps in the future when additional funding becomes available. The library is moving forward with the purchase of a new automated materials handling system (AMH). The new AMH is larger than the existing model and its installation will require changes to the Level 1 staff spaces. There are efficiencies and cost-savings to folding this work into the renovation work already taking place. We are requesting additional services to do the following:  MSR Design and our consultants will prepare drawings and specifications for the revised Level 1 office spaces: relocated walls, doors, and millwork.  MSR Design will coordinate with the AMH provider to provide power and data for the new equipment.  We will provide construction administration work associated with this scope. The design and engineering fees for the work noted above will be $20,810. The fee breaks down as follows: Lighting replacement $15.680 AMH and Level 1 Staff Offices $ 5,130 Total $20,810 The estimated reimbursable expenses for this scope are $1,200 which is inclusive of one site trip for the lighting designer, printing, and postage. If this proposal is acceptable to you, please sign below. Please reach out if you have any questions about this proposal. Sincerely, _____________________________________ Kate Michaud, AIA, LEEP AP, Senior Associate Jon Henderson, Strategic Services Director, MSR Design City of Bozeman 612.359.3258 | kate@msrdesign.com 10/28/2021 Jon Henderson Strategic Services Director, City of Bozeman 121 North Rouse Street Bozeman, MT 59771 Re: Lighting design and AMH coordination DocuSign Envelope ID: 730A6668-8AE9-4E06-9FBC-85E87A7D2B7A