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HomeMy WebLinkAboutAgenda - 06-04-2013 - 7aORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: June 4, 2013 Action Agenda Item No. 7 -a SUBJECT: Contract Award for Professional Design Services for the Northern Human Services Center Community Center Project DEPARTMENT: Asset Management Services PUBLIC HEARING: (Y /N) No ( "AMS "), Department of Environment, Agriculture, Parks & Recreation ( "DEAPR ") ATTACHMENT(S): INFORMATION CONTACT: 1) Agreement for Professional Design Jeff Thompson, (919) 245 -2658 Services David Stancil, (919) 245 -2522 2) Agreement for Professional Design Services with Alternates 3) MBAJ Base & Alternate Fee Proposal Illustrative PURPOSE: To consider: 1) awarding a contract for professional services to MBAJ Architects, Inc. from Raleigh, NC, for the not -to- exceed amount of $167,500 for the architectural and engineering design work associated with the Northern Human Services Center Community Center project; OR 2) awarding a contract for professional services to MBAJ Architects, Inc. from Raleigh, NC, for the not -to- exceed amount of $208,300 for the architectural and engineering design work associated with the Northern Human Services Center Community Center project, including the programming and schematic design of potential alternates that would preserve the classroom wings for either deferred use ( "mothball "), open air "pavilion" use, or full use; and 3) authorizing the Manager to sign the chosen contract on behalf of the Board. BACKGROUND: In November 2012, the Board of County Commissioners ( "BOCC ") authorized the Manager to proceed with the development of a community center on the site of the Northern Human Services Center. After significant public input and discussion, the Board approved the adaptive re -use option for development, allowing a partial deconstruction of the facility (mainly the two classroom wings) and saving significant portions of the historic and culturally significant building. This would allow important features of the structure to become integrated within a modern, efficient, 10,000 square foot community center. The Board decided against the option of deconstructing the existing structure in its entirety and constructing an entirely new facility. The Board also authorized the Manager to engage a professional design firm for the project through a standard request for qualifications ( "RFQ ") process. I During the project update presented as part of the Board's April 16, 2013 work session, the Board directed staff to include programming and schematic design studies (and related cost - benefit benefit analysis) involving: 1) a potential deferred use option — "moth- balling" the two classroom wings — for future use; 2) potentially using some of the classroom wing structure for non - conditioned, open air spaces similar to the Farmers' Market Pavilion in Hillsborough, NC; and 3) adaptively re -using the full classroom wings for conditioned, interior space needs. County staff has recently concluded the RFQ process, recommending MBAJ Architects from Raleigh, NC as the design firm for the project. Eleven firms submitted written proposals for evaluation. Five firms were selected to interview with a staff panel consisting of Susan Mellott (Planning and Inspections), David Stancil (DEAPR), Jeff Thompson and Wayne Fenton (AMS), and Michael Talbert (Manager's Office). David Cannell of Finance and Administrative Services managed the RFQ process. The firms were evaluated based upon the quality of the collective presentation, specifically their responses in the areas of relevant experience with adaptive re -use design, community center design experience, and experience with historic and culturally significant projects. Firms submitting RFQ proposals were: ADW Architects, Charlotte NC Building Technology Associates, Oak Park, MI *Corley Redfoot Architects, Chapel Hill NC Davis Kane Architects, Raleigh NC HH Architecture, Raleigh NC *Isley Hawkins Architecture, Durham NC *MBAJ Architecture, Raleigh NC *RND Architects, Durham NC Robert W. Carr Architects, Durham NC Summit Design and Engineering, Hillsborough NC *Weinstein Friedlein Architects, Carrboro NC *Firms invited to interview Representatives from MBAJ Architects will be available at the meeting to answer questions from the Board. The design will encompass all deconstruction work through final occupancy of the renovated facility. This path ensures that a single general construction firm will be responsible for the entire project to its finish and subsequent operation. The design will also consider potential complementary uses such as an Emergency Services base station and a communications tower to support both emergency communications and other services such as wireless technology access and cellular connectivity. With the Board's authorization, MBAJ will provide the additional programming and schematic design guidance for the three alternative scenarios discussed during the April 16, 2013 work session. This guidance will allow staff and the consultant to provide useful cost - benefit analysis of these alternatives to the Board for potential action during the schematic design phase of the t project. Attachment 3, "MBAJ Base & Alternate Fee Proposal Illustrative ", provides a framework of the base contract fees associated with the 10,000 square foot adaptive re -use project and the additional design fees (as well as associated estimated construction costs) for the three alternate scenarios discussed during the April 16, 2013 work session. Once the design process begins, the informal resident design and review advisory group will convene to assist in the space programming and follow -up design process. The advisory group is made up of individuals who volunteered during the September 25, 2012 public meeting and the April 16, 2013 Board work session. These advisory group members are: Melinda Bradsher Sue Florence Nancy Graves Malcolm Hester Sucovis Hester Vivan Herndon Latta David Ogburn Clifford Rogers Roger Traynham Hattie Vanhook Camilla White Asset Management Services Director Jeff Thompson and representatives of MBAJ will facilitate the informal resident design and review advisory group meetings. The general development timeline may be as follows: TASK PROPOSED END BY BEGINNING DATE DATE BOCC Action: Approval for Designer Professional Services 6/4/13 6/4/13 Agreement (est.) Project schematic design 6/4/13 10/15/13 BOCC Action: Approval of Schematic Design and potential 10/15/13 10/15/13 alternatives est. Project final design, bid document preparation 11/1/13 1/31/14 Project Bid - abatement, deconstruction and adaptive re -use 2/1/14 4/28/14 construction (est.) BOCC Action: Bid Award, Budget Approval for Construction 6/20/14 6/20/14 (est.) Construction Commissioning, Opening est. 8 months duration 7/1/14 3/1/15 FINANCIAL IMPACT: The Board approved the FY2012 -17 Capital Investment Plan ( "CIP ") that included $250,000 in FY 2012 -13 for deconstruction of sections of the facility in preparation for the future use on the site. The Board also approved $2.0 million in FY2014 -15 for the construction of the new facility. Since the project will be completed under one general contract, these funds are currently available for professional services with regard to the selected designer for either the base agreement of $167,500 (Attachment #1) or the base agreement plus the potential alternate programming and schematic design scope of work totaling $208,300 (Attachment #2). The contemplated CIP amount of $2,250,000 cannot accommodate the design and construction of the three contemplated alternates discussed during the April 16, 2013 work session. A budget amendment would be required should the Board direct the design and construction of M one of the three alternates in addition to the base project. The total estimated costs for the three contemplated options (and related budget amendments) are as follows: Alternate Estimated Total Cost (Design and Construction) Estimated Budget Amendment Necessary Deferred Use "Mothball Wings") $2,842,300 $592,300 Open Air Pavilion $3,589,900 $1,339,900 Full Interior Use $4,930,700 $2,680,700 RECOMMENDATION(S): The Manager recommends the Board: 1) award a contract for professional services to MBAJ Architects, Inc. from Raleigh, NC, for the not -to- exceed amount of $167,500 for the architectural and engineering design work associated with the Northern Human Services Center Community Center project; OR 2) award a contract for professional services to MBAJ Architects, Inc. from Raleigh, NC, for the not -to- exceed amount of $208,300 for the architectural and engineering design work associated with the Northern Human Services Center Community Center project, including the programming and schematic design of potential alternates that would preserve the classroom wings for either deferred use ( "moth- ball "), open air "pavilion" use, or full use; and 3) authorize the Manager to sign the chosen contract on behalf of the Board. Attachment 1 NORTH CAROLINA [Departmental Use Only] TITLE NHSC Design FY FY12 -13 SERVICES AGREEMENT OVER $90,000.00 RFP — WITH REIMBURSABLE EXPENSES ORANGE COUNTY This Services Agreement (hereinafter "Agreement "), made and entered into this 4th day of June, 2013, ( "Effective Date ") by and between Orange County, North Carolina a body politic and corporate of the State of North Carolina (hereinafter, the "County ") and MBAJ Architects, Inc., (hereinafter, the "Provider "). WITNESSETH: That the County and Provider, for the consideration herein named, do hereby agree as follows: 1. Services a. Scope of Work. i) This Services Agreement ( "Agreement") is for professional services to be rendered by Provider to County with respect to (insert type of project): the Northern Human Services Center Community Center renovation, as outlined by the attached proposal dated April 1, 2013 ii) By executing this Agreement, the Provider represents and agrees that Provider is qualified to perform and fully capable of performing and providing the services required or necessary under this Agreement in a fully competent, professional and timely manner. iii) Time is of the essence with respect to this Agreement. iv) The services to be performed under this Agreement consist of Basic Services, as described and designated in Section 3 hereof. Compensation to the Provider for Basic Services under this Agreement shall be as set forth herein. 2. Responsibilities of the Provider a. Services to be provided. The Provider shall provide the County with all services required in Section 3 to satisfactorily complete the Project within the time limitations set forth herein and in accordance with the highest professional standards. b. Standard of Care. i) The Provider shall exercise reasonable care and diligence in performing services under this Agreement in accordance with the highest generally accepted standards of this type of Provider practice throughout the United States and in accordance Revised July 2010 1 G u with applicable federal, state and local laws and regulations applicable to the performance of these services. Provider is solely responsible for the professional quality, accuracy and timely completion and /or submission of all work related to the Basic Services. ii) Provider shall be responsible for all errors or omissions, in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. iii) The Provider shall not, except as otherwise provided for in this Agreement, subcontract the performance of any work under this Agreement without prior written permission of the County. No permission for subcontracting shall create, between the County and the subcontractor, any contract or any other relationship. iv) Provider is an independent contractor of County. Any and all employees of the Provider engaged by the Provider in the performance of any work or services required of the Provider under this Agreement, shall be considered employees or agents of the Provider only and not of the County, and any and all claims that may or might arise under any workers compensation or other law or contract on behalf of said employees while so engaged shall be the sole obligation and responsibility of the Provider. v) Provider agrees that Provider, its employees, agents and its subcontractors, if any, shall be required to comply with all federal, state and local antidiscrimination laws, regulations and policies that relate to the performance of Provider's services under this Agreement. vi) If activities related to the performance of this Agreement require specific licenses, certifications, or related credentials Provider represents that it and /or its employees, agents and subcontractors engaged in such activities possess such licenses, certifications, or credentials and that such licenses certifications, or credentials are current, active, and not in a state of suspension or revocation. 3. Basic Services a. Basic Services. i) The Provider shall perform as Basic Services the work and services described herein and as specified in the County's Request for Proposals (the "UP ") "R-FP Number 5191 for "Northern Human Services Center Project" issued December 14, 2012, 2013, and the Provider's proposal, which are fully incorporated and integrated herein by reference together with Attachments issued by MBAJ Architects, Inc. entitled "Northern Human Services Center Renovation" dated April 1St, 2013 (designate all attachments). In the event a term or condition in any document or attachment conflicts with a term or condition of this Agreement the term or condition in this Agreement shall control. Should such conflict arise the priority of documents shall be as follows: This Agreement, the County's RFP together with attachments, Provider's Proposal together with attachments. Revised July 2010 2 7 ii) The Basic Services will be performed by the Provider in accordance with the following schedule: (Insert task list and milestone dates) Task 1. Schematic Design (15 %) 2. Final Design, CDs (65 %) 3. Project Bid Phase (70 %) 4. Construction (95 %) 5. Commissioning (100 %) 6. Grand Opening (100 %) 7. N/A 8. N/A 9. N/A 10. N/A Milestone Date 10/15/2013 1/31/2014 4/28/2014 3/1/2015 3/1/2015 3/1/2015 iii) Should County reasonably determine that Provider has not met the Milestone Dates established in Section 3(a)(ii), County shall notify Provider of the failure to meet the Milestone Date. The County, at its discretion may provide the Provider seven (7) days to cure the breach. County may withhold the accompanying payment without penalty until such time as Provider cures the breach. In the alternative, upon Provider's failure to meet any Milestone Date the County may modify the Milestone Date schedule. Should Provider or its representatives fail to cure the breach within seven (7) days, or fail to reasonably agree to such modified schedule, County may immediately terminate this Agreement in writing, without penalty or incurring further obligation to Provider. This section shall not be interpreted to limit the definition of breach to the failure to meet Milestone Dates. 4. Duration of Services a. Term. The term of this Agreement shall be from June 4, 2013 to May 1, 2015. b. Scheduling of Services i) The Provider shall schedule and perform his activities in a timely manner so as to meet the Milestone Dates listed in Section 3. ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate his efforts, including providing additional resources and working overtime, as necessary, to perform his services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be June 4, 2013. 5. Compensation a. Compensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services under this Agreement except reimbursable expenses as specified in section 5(c), below. The maximum amount payable for Basic Services is One Hundred Sixty Seven Thousand Five Hundred Dollars Revised July 2010 3 ($167,500). In the event the amount stated on an invoice is disputed by the County, the County may withhold payment of all or a portion of the amount stated on an invoice until the parties resolve the dispute. Payment for Basic Services shall become due and payable in direct proportion to satisfactory services performed and work accomplished. Payments will be made as percentages of the whole as Project milestones as set out in Section 3(a)(ii) are achieved. (For example, if there are 10 Project Tasks with Milestone Dates then Provider may invoice for the first 10% of the whole upon County's acknowledgement of the satisfactory completion of Task one. Upon the County's acknowledgement that the second Task has been satisfactorily completed Provider may invoice for the next 10% of the whole.) b. Additional Services. County shall not be responsible for costs related to any services in addition to the Basic Services performed by Provider unless County requests such additional services in writing and such additional services are evidenced by a written amendment to this Agreement. c. Reimbursable Expenses Reimbursable expenses are in addition to the fees for Basic Services and are for the following expenditures to the extent reasonable and actually incurred by the Provider with respect to the Project: i) Actual expenditures for postage, reproductions, photography, and long distance telephone charges directly attributable to this Project. ii) The actual cost of reproduction of reports, plans and specifications excluding documents for exclusive use by the Provider. iii) The Provider shall not be entitled to any mark -up on actual expenses incurred. iv) Reimbursable expenses shall be compensated by the County along with invoices for Basic Services provided by Provider. Payment of Reimbursable Expenses shall be subject to Provider's timely submission of valid receipts for any such expenses and approval by the County. Any additional charges not specified herein, must be mutually agreed to in advance by County and Provider and documented in writing with a letter signed by authorized representatives for County and Provider and, subject to budgeted funds. 6. Responsibilities of the County a. Cooperation and Coordination. The County has designated the (Jeff Thompson) to act as the County's representative with respect to the Project and shall have the authority to render decisions within guidelines established by the County Manager and /or the County Board of Commissioners and shall be available during working hours as often as may be reasonably required to render decisions and to furnish information. 7. Insurance a. General Requirements. The Provider shall purchase and maintain and shall cause each of his subcontractors to purchase and maintain, during the period of performance of this Agreement: i) Worker's Compensation Insurance for protection from claims under workers' or workmen's compensation acts; Revised July 2010 4 9 ii) Comprehensive General Liability Insurance covering claims arising out of or relating to bodily injury, including bodily injury, sickness, disease or death of any of the Provider's employees or any other person and to real and personal property including loss of use resulting thereof, iii) Comprehensive Automobile Liability Insurance, including hired and non -owned vehicles, if any, covering personal injury or death, and property damage; and C. Limits of Coverage. Minimum limits of insurance coverage shall be as follows: INSURANCE DESCRIPTION MINIMUM REQUIRED COVERAGE • Worker's Compensation Limits for Coverage A - Statutory State of N.C. Coverage B - Employers Liability $500,000 each accident and policy limit and disease each employee • Commercial General Liability ' $1,000,000 Each Occurrence; $2,000,000 Aggregate. • Automobile Liability Combined Single Limit $500,000 • Professional Liability $1,000,000 per claim/$ 1,000,000 aggregate d. Additional Insured. All insurance policies (with the exception of Worker's Compensation and Professional Liability) required under this Agreement shall name the County as an additional insured party. Evidence of such insurance shall be furnished to the County, together with evidence that each policy provides the County with not less than thirty (30) days prior written notice of any cancellation, non - renewal or reduction of coverage. 8. Indemnity a. Indemnity. The Provider agrees to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from bodily injury including death or property damage to any person or persons caused in whole or in part by the negligence or misconduct of the Provider except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this provision to require the Provider to indemnify the County to the fullest extent permitted under North Carolina law. Revised July 2010 5 10 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days prior written notice to the Provider. b. Other Termination. The Provider, may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable actions to remedy the breach. The Provider shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. c. Compensation After Termination. i) In the event of termination, the Provider shall be paid that portion of the fees and expenses that it has earned to the date of termination, less any costs or expenses incurred or anticipated to be incurred by the County due to errors or omissions of the Provider. ii) Should this Agreement be terminated, the Provider shall deliver to the County within seven (7) days, at no additional cost, all deliverables including any electronic data or files relating to the Project. d. Waiver. The payment of any sums by the County under this Agreement or the failure of the County to require compliance by the Provider with any provisions of this Agreement or the waiver by the County of any breach of this Agreement shall not constitute a waiver of any claim for damages by the County for any breach of this Agreement or a waiver of any other required compliance with this Agreement. 11. Additional Provisions a. Limitation and Assignment. The County and the Provider each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the County nor the Provider shall assign or transfer its interest in this Agreement without the written consent of the other. b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights of respective parties hereunder shall be governed by the laws of the State of North Carolina. Revised July 2010 c. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages with respect to any provision of, or the performance or non - performance of, this Agreement shall be brought in the General Court of Justice of North Carolina sitting in Orange County, North Carolina. It is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. The Parties may agree to nonbinding mediation of any dispute prior to the bringing of such suit or action. d. Entire Agreement. This Agreement, together with the RFP and its attachments and the Proposal and its attachments, represents the entire and integrated agreement between the County and the Provider and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both parties. Modifications may be evidenced by facsimile signatures. e. Severability. If any provision of this Agreement is held as a matter of law to be unenforceable, the remainder of this Agreement shall be valid and binding upon the Parties. f. Ownership of Work Product. Should Provider's performance of this Agreement generate documents, items or things that are specific to this Project such documents, items or things shall become the property of the County and may be used on any other project without additional compensation to the Provider. The use of the documents, items or things by the County or by any person or entity for any purpose other than the Project as set forth in this Agreement shall be at the full risk of the County. g. Non - Appropriation. Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable and not appropriated for the performance of County's obligations under this Agreement, then this Agreement shall automatically expire without penalty to County immediately upon written notice to Provider of the unavailability and non - appropriation of public funds. It is expressly agreed that County shall not activate this non - appropriation provision for its convenience or to circumvent the requirements of this Agreement, but only as an emergency fiscal measure during a substantial fiscal crisis. In the event of a change in the County's statutory authority, mandate and /or mandated functions, by state and /or federal legislative or regulatory action, which adversely affects County's authority to continue its obligations under this Agreement, then this Agreement shall automatically terminate without penalty to County upon written notice to Provider of such limitation or change in County's legal authority. h. Notices. Any notice required by this Agreement shall be in writing and delivered by certified or registered mail, return receipt requested to the following: Orange County Attention: Jeff Thompson P.O. Box 8181 Revised July 2010 7 Provider's Name & Address MBAJ Architects, Inc. 9131 Anson Way, Suite 204 11 12 Hillsborough, NC 27278 Raleigh, NC 27615 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY: PROVIDER: By: By: Frank Clifton, County Manager Printed Name and Title Attest: Donna Baker, Clerk to the Board [SEAL] This instrument has been approved as to technical content. Jeffrey Thompson, Department Director This instrument has been pre- audited in the manner required by the Local Government Budget and Fiscal Control Act. Office of the Finance Director This instrument has been approved as to form and legal sufficiency. Office of the County Attorney Revised July 2010 8 13 9131 Anson Way, Suite 204 Raleigh, North Carolina 27615 Office: 919- 573 -6400 Toll-free: 800-590-MBAJ Fax: 919- 573 -6495 April 1, 2013 Mr. Jeff Thompson Orange County Director of asset Management Services 200 South Cameron Street P O Box 8181 Hillsborough, NC 27278 RE: Northern Human Services Center Renovation COMM. NO.: FILE NO.: A -1.0 Dear Jeff: We are excited to have been selected by Orange County for the design of renovations at the Northern Human Services Center project. We look forward to developing a strong working relationship with you through this project. As requested, below is our proposal for professional services. Project Scope MBAJ Architecture will provide architectural and engineering design services for the Northern Human Services Center Renovation. The scope of services will include Programming, Design and Construction Observation for upgrades and renovation to the existing Cedar Grove facility. The exact scope of the renovations will be determined during the programming phase utilizing a round table format to gather input from the project committee. The project scope will include a recognition of the cultural significance of this site. The exact nature of this recognition will be an integral part of the programming process. The final proposed scope of the project will be balanced against the funding available for the project. MBAJ will engage independent engineering consultants to provide Structural evaluation for the proposed demolition, along with Civil /Landscape, Plumbing, Mechanical, Electrical and Technology design for the proposed facility renovation. Design services shall be provided in the traditional phases of Programming, Schematic Design, Design Development, Construction Documents, Bidding and Construction Administration. Based upon our pre - contract discussions, our proposed fee does not include hazardous material abatement design, storm water BMP design, fire protection design, surveying, geothermal conductivity test wells or geotechnical investigation for the project. The total budget for the facility including design, construction, and contingency is $2 million. The fees proposed are based upon the scope of work as we understand it at this time and the project durations outlined in the attached schedule. M: \PROSPECT - CLIENT\Civic - Governmental \North Carolina\ County \Orange \Proposals \20130401jft_Revised Fee Proposal.docx 14 MBAJ Architecture Page 2 of 2 Letter to: Jeff Thompson April 1, 2013 Proposed A/E Fees Based upon the above outlined scope of professional services, and the terms of the Orange County Professional Services Agreement, MBAJ proposes a lump sum fee of $160,000 with additional reimbursable cost (printing, reproduction, shipping, fees paid to jurisdictional authorities, renderings, etc...) not to exceed $7,500. Engineers MBAJ will be utilizing the following engineers for the project: Structural Design LHC Engineers 1015 Wade Avenue Raleigh, NC 27605 Civil Engineering / Landscape Design CLH Design 400 Regency Forest Drive, Suite 120 Cary, North. Carolina 27518 Plumbing Mechanical, Electrical, and Technology Design Progressive Design Collaborative, LTD. 2900 Rowland Road, Suite 100 Raleigh, NC 27615 Schedule Our preliminary schedule is attached. We recognize that the County will not have construction funding available until July 2014 and we have formulated the proposed schedule to conform to that parameter. If there are any questions, please feel free to call. We look forward to hearing from you and working with you to make the Northern Human Services Center project a success. Sincerely, Jo as. Jr.., AIA Enclo e cc: Vanda Hamrick ®`poa °' SAO °A f 1T 52 a Coo Orange County Northern Human Services Center Preliminary Project Design Schedule 3/20/13 LIM Attachment 2 NORTH CAROLINA ORANGE COUNTY [Departmental Use Only] TITLE NHSC Design FY FY12 -13 SERVICES AGREEMENT OVER $90,000.00 RFP — WITH REIMBURSABLE EXPENSES . This Services Agreement (hereinafter "Agreement "), made and entered into this 4th day of June, 2013, ( "Effective Date ") by and between Orange County, North Carolina a body politic and corporate of the State of North Carolina (hereinafter, the "County ") and MBAJ Architects, Inc., (hereinafter, the "Provider "). WITNESSETH: That the County and Provider, for the consideration herein named, do hereby agree as follows: 1. Services a. Scope of Work. i) This Services Agreement ( "Agreement ") is for professional services to be rendered by Provider to County with respect to (insert type of project): the Northern Human Services Center Community Center renovation, as outlined by the attached proposal dated April 1, 2013 as well as the additional proposal dated May 16, 2013 entitled "Northern Human Services Center Renovation A/E fee for Additional Project Scope" ii) By executing this Agreement, the Provider represents and agrees that Provider is qualified to perform and fully capable of performing and providing the services required or necessary under this Agreement in a fully competent, professional and timely manner. iii) Time is of the essence with respect to this Agreement. iv) The services to be performed under this Agreement consist of Basic Services, as described and designated in Section 3 hereof. Compensation to the Provider for Basic Services under this Agreement shall be as set forth herein. 2. Responsibilities of the Provider a. Services to be provided. The Provider shall provide the County with all services required in Section 3 to satisfactorily complete the Project within the time limitations set forth herein and in accordance with the highest professional standards. b. Standard of Care. Revised July 2010 16 17 i) The Provider shall exercise reasonable care and diligence in performing services under this Agreement in accordance with the highest generally accepted standards of this type of Provider practice throughout the United States and in accordance with applicable federal, state and local laws and regulations applicable to the performance of these services. Provider is solely responsible for the professional quality, accuracy and timely completion and /or submission of all work related to the Basic Services. ii) Provider shall be responsible for all errors or omissions, in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. iii) The Provider shall not, except as otherwise provided for in this Agreement, subcontract the performance of any work under this Agreement without prior written permission of the County. No permission for subcontracting shall create, between the County and the subcontractor, any contract or any other relationship. iv) Provider is an independent contractor of County. Any and all employees of the Provider engaged by the Provider in the performance of any work or services required of the Provider under this Agreement, shall be considered employees or agents of the Provider only and not of the County, and any and all claims that may or might arise under any workers compensation or other law or contract on behalf of said employees while so engaged shall be the sole obligation and responsibility of the Provider. v) Provider agrees that Provider, its employees, agents and its subcontractors, if any, shall be required to comply with all federal, state and local antidiscrimination laws, regulations and policies that relate to the performance of Provider's services under this Agreement. vi) If activities related to the performance of this Agreement require specific licenses, certifications, or related credentials Provider represents that it and /or its employees, agents and subcontractors engaged in such activities possess such licenses, certifications, or credentials and that such licenses certifications, or credentials are current, active, and not in a state of suspension or revocation. 3. Basic Services a. Basic Services. i) The Provider shall perform as Basic Services the work and services described herein and as specified in the County's Request for Proposals (the "REP ") "RFP Number 5191 for "Northern Human Services Center Project" issued December 14, 2012, 2013, and the Provider's proposal, which are fully incorporated and integrated herein by reference together with Attachments issued by MBAJ Architects, Inc. entitled "Northern Human Services Center Renovation" dated April 1St, 2013 and "Northern Human Services Center Renovation A/E Fee for Additional Project Scope dated May 16th, 2013 (designate all attachments). In the event a term or condition in any document or attachment conflicts with a term or Revised July 2010 2 condition of this Agreement the term or condition in this Agreement shall control. Should such conflict arise the priority of documents shall be as follows: This Agreement, the County's RFP together with attachments, Provider's Proposal together with attachments. ii) The Basic Services will be performed by the Provider in accordance with the following schedule: (Insert task list and milestone dates) Task 1. Schematic Design (15 %) 2. Final Design, CDs (65 %) 3. Project Bid Phase (70 %) 4. Construction (95 %) 5. Commissioning (100 %) 6. Grand Opening(100 %) 7. N/A 8. N/A 9. N/A 10. N/A Milestone Date 10/15/2013 1/31/2014 4/28/2014 3/1/2015 3/1/2015 3/1/2015 iii) Should County reasonably determine that Provider has not met the Milestone Dates established in Section 3(a)(ii), County shall notify Provider of the failure to meet the Milestone Date. The County, at its discretion may provide the Provider seven (7) days to cure the breach. County may withhold the accompanying payment without penalty until such time as Provider cures the breach. In the alternative, upon Provider's failure to meet any Milestone Date the County may modify the Milestone Date schedule. Should Provider or its representatives fail to cure the breach within seven (7) days, or fail to reasonably agree to such modified schedule, County may immediately terminate this Agreement in writing, without penalty or incurring further obligation to Provider. This section shall not be interpreted to limit the definition of breach to the failure to meet Milestone Dates. 4. Duration of Services a. Term. The term of this Agreement shall be from June 4, 2013 to May 1, 2015. b. Scheduling of Services i) The Provider shall schedule and perform his activities in a timely manner so as to meet the Milestone Dates listed in Section 3. ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate his efforts, including providing additional resources and working overtime, as necessary, to perform his services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be June 4, 2013. 5. Compensation Revised July 2010 3 19 a. Compensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services under this Agreement except reimbursable expenses as specified in section 5(c), below. The maximum amount payable for Basic Services is Two Hundred Eight Thousand Three Hundred Dollars ($208,300). In the event the amount stated on an invoice is disputed by the County, the County may withhold payment of all or a portion of the amount stated on an invoice until the parties resolve the dispute. Payment for Basic Services shall become due and payable in direct proportion to satisfactory services performed and work accomplished. Payments will be made as percentages of the whole as Project milestones as set out in Section 3(a)(ii) are achieved. (For example, if there are 10 Project Tasks with Milestone Dates then Provider may invoice for the first 10% of the whole upon County's acknowledgement of the satisfactory completion of Task one. Upon the County's acknowledgement that the second Task has been satisfactorily completed Provider may invoice for the next 10% of the whole.) b. Additional Services. County shall not be responsible for costs related to any services in addition to the Basic Services performed by Provider unless County requests such additional services in writing and such additional services are evidenced by a written amendment to this Agreement. c. Reimbursable Expenses Reimbursable expenses are in addition to the fees for Basic Services and are for the following expenditures to the extent reasonable and actually incurred by the Provider with respect to the Project: i) Actual expenditures for postage, reproductions, photography, and long distance telephone charges directly attributable to this Project. ii) The actual cost of reproduction of reports, plans and specifications excluding documents for exclusive use by the Provider. iii) The Provider shall not be entitled to any mark -up on actual expenses incurred. iv) Reimbursable expenses shall be compensated by the County along with invoices for Basic Services provided by Provider. Payment of Reimbursable Expenses shall be subject to Provider's timely submission of valid receipts for any such expenses and approval by the County. Any additional charges not specified herein, must be mutually agreed to in advance by County and Provider and documented in writing with a letter signed by authorized representatives for County and Provider and, subject to budgeted funds. 6. Responsibilities of the County a. Cooperation and Coordination. The County has designated the (Jeff Thompson) to act as the County's representative with respect to the Project and shall have the authority to render decisions within guidelines established by the County Manager and /or the County Board of Commissioners and shall be available during working hours as often as may be reasonably required to render decisions and to furnish information. 7. Insurance Revised July 2010 4 C a. General Requirements. The Provider shall purchase and maintain and shall cause each of his subcontractors to purchase and maintain, during the period of performance of this Agreement: i) Worker's Compensation Insurance for protection from claims under workers' or workmen's compensation acts; ii) Comprehensive General Liability Insurance covering claims arising out of or relating to bodily injury, including bodily injury, sickness, disease or death of any of the Provider's employees or any other person and to real and personal property including loss of use resulting thereof, iii) Comprehensive Automobile Liability Insurance, including hired and non -owned vehicles, if any, covering personal injury or death, and property damage; and c. Limits of Coverage. Minimum limits of insurance coverage shall be as follows: INSURANCE DESCRIPTION MINIMUM REQUIRED COVERAGE • Worker's Compensation Limits for Coverage A - Statutory State of N.C. Coverage B - Employers Liability $500,000 each accident and policy limit and disease each employee • Commercial General Liability $1,000,000 Each Occurrence; $2,000,000 Aggregate. • Automobile Liability Combined Single Limit $500,000 • Professional Liability $1,000,000 per claim/$ 1,000,000 aggregate d. Additional Insured. All insurance policies (with the exception of Worker's Compensation and Professional Liability) required under this Agreement shall name the County as an additional insured party. Evidence of such insurance shall be furnished to the County, together with evidence that each policy provides the County with not less than thirty (30) days prior written notice of any cancellation, non - renewal or reduction of coverage. 8. Indemnity Revised July 2010 5 21 a. Indemnity. The Provider agrees to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from bodily injury including death or property damage to any person or persons caused in whole or in part by the negligence or misconduct of the Provider except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this provision to require the Provider to indemnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days prior written notice to the Provider. b. Other Termination. The Provider may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable actions to remedy the breach. The Provider shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. Compensation After Termination. i) In the event of termination, the Provider shall be paid that portion of the fees and expenses that it has earned to the date of termination, less any costs or expenses incurred or anticipated to be incurred by the County due to errors or omissions of the Provider. ii) Should this Agreement be terminated, the Provider shall deliver to the County within seven (7) days, at no additional cost, all deliverables including any electronic data or files relating to the Project. d. Waiver. The payment of any sums by the County under this Agreement or the failure of the County to require compliance by the Provider with any provisions of this Agreement or the waiver by the County of any breach of this Agreement shall not constitute a waiver of any claim for damages by the County for any breach of this Agreement or a waiver of any other required compliance with this Agreement. 11. Additional Provisions a. Limitation and Assigm-nent. The County and the Provider each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the Revised July 2010 6 22 County nor the Provider shall assign or transfer its interest in this Agreement without the written consent of the other. b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights of respective parties hereunder shall be governed by the laws of the State of North Carolina. c. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages with respect to any provision of, or the performance or non - performance of, this Agreement shall be brought in the General Court of Justice of North Carolina sitting in Orange County, North Carolina. It is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. The Parties may agree to nonbinding mediation of any dispute prior to the bringing of such suit or action. d. Entire Agreement. This Agreement, together with the RFP and its attachments and the Proposal and its attachments, represents the entire and integrated agreement between the County and the Provider and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both parties. Modifications may be evidenced by facsimile signatures. e. Severability. If any provision of this Agreement is held as a matter of law to be unenforceable, the remainder of this Agreement shall be valid and binding upon the Parties. f. Ownership of Work Product. Should Provider's performance of this Agreement generate documents, items or things that are specific to this Project such documents, items or things shall become the property of the County and may be used on any other project without additional compensation to the Provider. The use of the documents, items or things by the County or by any person or entity for any purpose other than the Project as set forth in this Agreement shall be at the full risk of the County. g. Non - Appropriation. Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable and not appropriated for the performance of County's obligations under this Agreement, then this Agreement shall automatically expire without penalty to County immediately upon written notice to Provider of the unavailability and non - appropriation of public funds. It is expressly agreed that County shall not activate this non - appropriation provision for its convenience or to circumvent the requirements of this Agreement, but only as an emergency fiscal measure during a substantial fiscal crisis. In the event of a change in the County's statutory authority, mandate and /or mandated functions, by state and /or federal legislative or regulatory action, which adversely affects County's authority to continue its obligations under this Agreement, then this Agreement shall automatically terminate without penalty to County upon written notice to Provider of such limitation or change in County's legal authority. Revised July 2010 7 h. Notices. Any notice required by this Agreement shall be in writing and delivered by certified or registered mail, return receipt requested to the following: Orange County Attention: Jeff Thompson P.O. Box 8181 Hillsborough, NC 27278 Provider's Name & Address MBAJ Architects, Inc. 9131 Anson Way, Suite 204 Raleigh, NC 27615 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY: By: Frank Clifton, County Manager Attest: Donna Baker, Clerk to the Board [SEAL] PROVIDER: M. Printed Name and Title This instrument has been approved as to technical content. Jeffrey Thompson, Department Director This instrument has been pre- audited in the manner required by the Local Government Budget and Fiscal Control Act. Office of the Finance Director This instrument has been approved as to form and legal sufficiency. Office of the County Attorney r 4 Revised July 2010 E. 23 011 full " 9131 Anson Way, Suite 204 Raleigh, North Carolina 27615 Office: 919- 573 -6400 Toll -free: 800 -590 -MBAJ Fax: 919-573-6495 April 1, 2013 Mr. Jeff Thompson Orange County Director of Asset Management Services 200 South Cameron Street P O Box 8181 Hillsborough, NC 27278 RE: Northern Human Services Center Renovation COMM. NO.: FILE NO.: A -1.0 Dear Jeff: We are excited to have been selected by Orange County for the design of renovations at the Northern Human Services Center project. We look forward to developing a strong working relationship with you through this project. As requested, below is our proposal for professional services. Project Scope MBAJ Architecture will provide architectural and engineering design services for the Northern Human Services Center Renovation. The scope of services will include Programming, Design and Construction Observation for upgrades and renovation to the existing Cedar Grove facility. The exact scope of the renovations will be determined during the programming phase utilizing a round table format to gather input from the project committee. The project scope will include a recognition of the cultural significance of this site. The exact nature of this recognition will be an integral part of the programming process. The final proposed scope of the project will be balanced against the funding available for the project. MBAJ will engage independent engineering consultants to provide Structural evaluation for the proposed demolition, along with Civil /Landscape, Plumbing, Mechanical, Electrical and Technology design for the proposed facility renovation. Design services shall be provided in the traditional phases of Programming, Schematic Design, Design Development, Construction Documents, Bidding and Construction Administration. Based upon our pre- contract discussions, our proposed fee does not include hazardous material abatement design, storm water BMP design, fire protection design, surveying, geothermal conductivity test wells or geotechnical investigation for the project. The total budget for the facility including design, construction, and contingency is $2 million. The fees proposed are based upon the scope of work as we understand it at this time and the project durations outlined in the attached schedule. M: \PROSPECT - CLIENT\Civic - Governmental \North Carolina\ County\ Orange \Proposals \20130401jft_Revised Fee Proposal.docx 25 MBAJ Architecture Page 2 of 2 Letter to: Jeff Thompson April 1, 2013 Proposed A/E Fees Based upon the above outlined scope of professional services, and the terms of the Orange County Professional Services Agreement, MBAJ proposes a lump sum fee of $160,000 with additional reimbursable cost (printing, reproduction, shipping, fees paid to jurisdictional authorities, renderings, etc...) not to exceed $7,500. Engineers MBAJ will be utilizing the following engineers for the project: Structural Design LHC Engineers 1015 Wade Avenue Raleigh, NC 27605 Civil Engineering / Landscape Design CLH Design 400 Regency Forest Drive, Suite 120 Cary, North Carolina 27518 Plumbing, Mechanical. Electrical, and Technology Design Progressive Design Collaborative, LTD. 2900 Rowland Road, Suite 100 Raleigh, NC 27615 Schedule Our preliminary schedule is attached. We recognize that the County will not have construction funding available until July 2014 and we have formulated the proposed schedule to conform to that parameter. If there are any questions, please feel free to call. We look forward to hearing from you and working with you to make the Northern Human Services Center project a success. Sincerely, Jo as. Jr.., AIA Enclo e cc: Vanda Hamrick �: 52 o- �`rb Orange County Northern Human Services Center Preliminary Project Design Schedule 3/20/13 n 9131 Anson Way, Suite 204 Raleigh, North Carolina 27615 Office: 919- 573 -6400 Toll-free: 800 -590 -MBAJ Fax: 919- 573 -6495 May 16, 2013 Mr. Jeff Thompson Orange County Director of Asset Management Services 200 South Cameron Street P O Box 8181 Hillsborough, NC 27278 RE: Northern Human Services Center Renovation A/E Fee for Additional Project Scope COMM. NO.: FILE NO.: A -1.0 Dear Jeff: We are pleased to provide this proposal for Architectural and Engineering design services associated with the rehabilitation of the two existing classroom wings at the Northern Human Services Center project. Project Scope MBAJ Architecture will provide architectural and engineering design services for rehabilitation of the two existing classroom wings at the Northern Human Services Center. The initial scope of services will include programming, renovation scope exploration and concept development to determine the appropriate use and approach for the rehabilitation of the wings. MBAJ will work collaboratively, utilizing a round table format, to gather input from the project committee. The Committee input will be used to develop three possible approaches to the rehabilitation (mothballing, open air uses and full use redevelopment). MBAJ will develop each of these approaches through the Programming and Schematic Design phases and prepare estimates of probable cost. MBAJ will document and present each option to the Orange County Board of Commissioners for their consideration. Upon the receipt of a written notice to proceed, documenting the approved project approach, MBAJ will complete the development of project in the traditional phases of Design Development, Construction Documents, Bidding and Construction Administration. MBAJ will engage independent engineering consultants to provide Plumbing, Mechanical, Electrical and Technology design for the approved facility renovation scope. Proposed A/E Fees for Additional Scope Based upon the above outlined scope of professional services, and the terms of the Orange County Professional Services Agreement, MBAJ proposes the following schedule of lump sum fees: Programming and Schematic Design $40,800 (Three Options) M: \PROSPECT - CLIENT\Civic - Governmental \North Carolina\ County \Orange\ Proposals \20130516jft_Additional Scope Fee Proposal.docx MBAJ Architecture Page 2 of 2 Letter to: Jeff Thompson May 16, 2013 Mothball Option $34,000 Limited rehabilitation of building systems in the classroom wings to prevent further deterioration of the existing facility and facilitate future redevelopment of the space. Phases DD -CA Rehabilitation area: 17, 500 square feet Anticipated Cost: $350,000 - $500,000 Open Air Uses Option $81,600 Limited rehabilitation of the classroom wings for use as open air shelters. Phases DD -CA Rehabilitation area: 17, 500 square feet Anticipated Cost: $1.0 - $1.2 million Full Reuse Option $122,400 Complete rehabilitation of the classroom wings for as yet undetermined fully conditioned and finished uses. Phases DD -CA Rehabilitation area: 17, 500 square feet Anticipated Cost: $1.4 - $1.7 million As we have previously discussed, the proposed fees do not include hazardous material abatement design, storm water BMP design, fire protection design, surveying, geothermal conductivity test wells or geotechnical investigation for the project. If there are any questions, please feel free to call. MBAJ Architects Base & Alternate Use Fee Illustrative Cedar Grove Community Center Proposed Estimated Design Fee (Not Construction to Exceed) Cost A. Base Fee - per 4/1/2013 proposal 167,500 2,000,000 Additional Cost Estimates - per 5/16/2013 proposal B. Alternate Uses - Progamming & Schem. Design 40,800 0 Attachment 3 Estimated Total Proposed CIP Notes Cost 2,167,500 2,250,000 10,000 SF Community Center, Deconstructed Classroom Wings 2,208,300 2,250,000 Option #1 - Classroom Wings as deferred use ( "Mothball ") Option #2 - Open Air Pavilion Option #3 - Full Use C1. If Option #1 Selected (Deferred Use) - Construction 34,000 600,000 2,842,300 2,250,000 Documents, Construction Administration C2 If Option #2 Selected (Open Air Pavilion) - Construction 81,600 1,300,000 3,589,900 2,250,000 Documents, Construction Administration C3. If Option #3 Selected (Full Use) - Construction 122,400 2,600,000 4,930,700 2,250,000 Est. $1.7 million for renovation, $800,000 for sanitary sewer expansion Documents, Construction Administration Additional Notes: 1. Estimates do not contemplate any operating costs for the alternate scenarios. 2. Avoided deconstruction costs are substituted for construction costs for the alternate scenarios. 3. Alternate estimated costs include an allowance of $100,000 for potential stormwater improvements dueto potential increases in impervious surfaces. 29 5/20/2013