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HomeMy WebLinkAbout22- Service Order 1 - Think One - West Side Campus 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 13:58:50 ET on 08/25/2022 under Order No.2114327997 which expires on 05/25/2023, 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: (1295141424) 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 One made as of the Thirteenth day of September in the year 2022 (In words, indicate day, month, and year.) BETWEEN the Owner: (Name, legal status, address, and other information) City of Bozeman 121 N. Rouse Avenue Bozeman, MT 59715 and the Architect: (Name, legal status, address, and other information) Taylor Architects, P.C. dba ThinkOne 101 East Main, Studio One Bozeman, MT 59715 for the following PROJECT: (Name, location, and detailed description) West Side Campus THE SERVICE AGREEMENT This Service Order, together with the Master Agreement between Owner and Architect dated the Thirteenth day of September in the year 2022 (In words, indicate day, month, and year.) form a Service Agreement. The Owner and Architect agree as follows. DocuSign Envelope ID: 7C351D58-330B-461C-872E-2A81AA26EC51 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 13:58:50 ET on 08/25/2022 under Order No.2114327997 which expires on 05/25/2023, 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: (1295141424) 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: (Paragraph deleted) § 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 Refer to Exhibit A "Basic Scope of Work", to include: Kick-off work session(s) with prime stakeholders Programming and Early Conceptual Design Site Analysis Community Outreach Cost Modeling § 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.) None. 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: .2 Substantial Completion date: DocuSign Envelope ID: 7C351D58-330B-461C-872E-2A81AA26EC51 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 13:58:50 ET on 08/25/2022 under Order No.2114327997 which expires on 05/25/2023, 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: (1295141424) 3 April 2023 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) Not to exceed $295,000 .2 (Paragraphs deleted) § 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: Not applicable § 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: $0 (Paragraph deleted) ARTICLE 5 INSURANCE § 5.1 Insurance shall be in accordance with section 3.3 of the Master (Paragraphs deleted) Agreement. (Table deleted) (Paragraphs deleted) ARTICLE 6 PARTY REPRESENTATIVES § 6.1 The Owner identifies the following representative in accordance with Section 1.4.1 of the Master Agreement: Jon Henderson, Strategic Services Director City of Bozeman 121 North Rouse Avenue Bozeman, MT 59715 § 6.2 The Architect identifies the following representative in accordance with Section 1.5.1 of the Master Agreement: William A. Hanson, President Taylor Architects, P.C. dba ThinkOne 101 East Main, Studio One Bozeman, MT 59715 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: Exhibit ’A’ – Scope/Schedule/Fee DocuSign Envelope ID: 7C351D58-330B-461C-872E-2A81AA26EC51 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 13:58:50 ET on 08/25/2022 under Order No.2114327997 which expires on 05/25/2023, 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: (1295141424) 4 .3 Other documents: Not applicable. This Service Order entered into as of the day and year first written above. OWNER (Signature)ARCHITECT (Signature) Jeff Mihelich, City Manager William A. Hanson, President (Printed name and title)(Printed name, title, and license number, if required) DocuSign Envelope ID: 7C351D58-330B-461C-872E-2A81AA26EC51 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 13:58:50 ET on 08/25/2022. 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 13:58:50 ET on 08/25/2022 under Order No.2114327997 which expires on 05/25/2023, 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: (1295141424) 1 PAGE 1 SERVICE ORDER number One made as of the Thirteenth day of September in the year 2022 … City of Bozeman 121 N. Rouse Avenue Bozeman, MT 59715 … Taylor Architects, P.C. dba ThinkOne 101 East Main, Studio One Bozeman, MT 59715 … West Side Campus … This Service Order, together with the Master Agreement between Owner and Architect dated the Thirteenth day of September in the year 2022 PAGE 2 (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.) … § 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. … (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 "Basic Scope of Work", to include: DocuSign Envelope ID: 7C351D58-330B-461C-872E-2A81AA26EC51 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 13:58:50 ET on 08/25/2022 under Order No.2114327997 which expires on 05/25/2023, 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: (1295141424) 2 Kick-off work session(s) with prime stakeholders Programming and Early Conceptual Design Site Analysis Community Outreach Cost Modeling … None. PAGE 3 April 2023 … Not to exceed $295,000 .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) … (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.) Not applicable … (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.) $0 § 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. § 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.) Agreement. § 5.2 In addition to insurance requirements in the Master Agreement, the Architect shall carry the following types of insurance. DocuSign Envelope ID: 7C351D58-330B-461C-872E-2A81AA26EC51 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 13:58:50 ET on 08/25/2022 under Order No.2114327997 which expires on 05/25/2023, 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: (1295141424) 3 (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 … (List name, address, and other information.) Jon Henderson, Strategic Services Director City of Bozeman 121 North Rouse Avenue Bozeman, MT 59715 … (List name, address, and other information.) William A. Hanson, President Taylor Architects, P.C. dba ThinkOne 101 East Main, Studio One Bozeman, MT 59715 … (Clearly identify any other exhibits incorporated into this Agreement.) Exhibit ’A’ – Scope/Schedule/Fee PAGE 4 (List other documents, if any, including additional scopes of service forming part of this Service Order.) Not applicable. … Jeff Mihelich, City Manager William A. Hanson, President DocuSign Envelope ID: 7C351D58-330B-461C-872E-2A81AA26EC51 AIA Document D401™ – 2003. 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 13:58:50 ET on 08/25/2022 under Order No.2114327997 which expires on 05/25/2023, 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: (1295141424) 1 Certification of Document’s Authenticity AIA® Document D401™ – 2003 I, , 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 13:58:50 ET on 08/25/2022 under Order No. 2114327997 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: 7C351D58-330B-461C-872E-2A81AA26EC51 9/15/2022 President, ThinkOne