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Home My WebLink About6200-6224r1 .PV RESOLUTION NO. 6224 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ACCEPTING THE SUBDIVISION IMPROVEMENTS FOR TRACT 1380 2306 Johnson Avenue /1551 Bishop Street WHEREAS, the Subdivision improvements for Tract'1380 have been satisfactorily completed, and WHEREAS, the Subdivider has requested acceptance of the improvements, NOW THEREFORE BE IT RESOLVED by the Council of the City of San Luis Obispo that the Subdivision improvements for Tract 1380 are complete and the public improvements to be maintained by the City of San Luis Obispo are hereby accepted and the Council authorizes the release of $5,000.00 of the.Faithful Performance surety (certificate of deposit). The remaining $12,000.00 shall be held for one (1) year in accordance with the subdivision agreement. The Labor & Materials surety (certificate of deposit) is also released in accordance with the California Code of Civil Procedures.t On motion of Councilman Settle and on the following roll call vote: , seconded by Councilwoman Dovey AYES: Councilmembers Settle, Dovey, Griffin, Rappa and Mayor Dunin NOES: None ABSENT: None the foregoing Resolution was passed and adopted this 2nd day of June 1987. IN ATTEST: CITY CLERK PAM VOG X Y iF M iF ii iF M R 6224 { Resolution No. 6224 (1987 Series) Page Two. APPROVED: a�L, � City Administrative Officer MMMM- City At#64ney ty Development Director City Engineer jk4 /1380acc by � / ///�' � r �_� ��i �,✓ ,�� ... �I�GLG, Cf�G't/?.� �� RESOLUTION NO. 6223 (1987 SERIES) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO AWARDING CONTRACT TO H. D. PETERSONS FOR CORPORATION YARD PAVING PROJECT, APPROPRIATING AND TRANSFERING FUNDS BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. Award contract to H. D. Peterson for paving project. SECTION 2. Appropriate $15,000 from unappropriated reserves to Project Fund No. 870. SECTION 3. Transfer $5,000 from Fund No. 872 (Prado Road Widening) to Fund No. 870 (Corporation Yard Paving). NOW THEREFORE BE IT RESOLVED, that the City Clerk is directed to prepare the appropriate documents for signature by the successful bidder and the Mayor, and the Finance Director is to transfer the necessary funds. _ On motion of Councilman Settle , seconded by Councilwoman Dovey and on the following roll call vote: AYES: Councilmembers Settle, Dovey, Griffin, Rappa & Mayor Dunin NOES: None ABSENT: None the foregoing Resolution was passed and adopted this 2nd day of June , 1987. ATTEST: CI Y CLERK PAM V MAYOR RON DUN N R 6223 Resolution No. 6223 (1987 Series) APPROVED: City Administrative Officer X2-'V-- --7;::� City Att ey inance director Public Works Director cypavawd /dp /� / f/ ^� /� /n � / UY �L^�'vV �;�'�� 7�� RESOLUTION NO. 6222 (1987 Series) A RESOLUTION OF THE CITY OF SAN LUIS OBISPO AMENDING THE TRUCK ROUTE PLAN OF THE CIRCULATION ELEMENT OF THE GENERAL PLAN WHEREAS, the Planning Commission and the City Council have held hearings to consider amending the Circulation Element of the general plan in accordance with Article 6 of the Government Code; and WHEREAS, the Planning Commission has recommended approval of the amended truck route plan; and WHEREAS, the City Council finds that the proposed regulations conform with the general plan and will not have an adverse impact on public health or safety; and WHEREAS, a negative declaration of environmental impact has been granted; and WHEREAS, the amended truck plan will provide for more efficient travel of large trucks through the city. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. That the Circulation Element of the general plan be amended by the addition of the revised truck route plan shown in Exhibit A, which is attached to and a part of this resolution. SECTION 2. After review and consideration, the granting of a negative declaration is affirmed. The foregoing resolution was passed on the 19th day of MaY 1987, on motion of Councilman Settle , seconded by Councilwoman Rappa , and on the following roll call vote: R 6222 Resolution No. 6222 (1987 Series) Page 2 AYES: Councilmembers Settle, Rappa, Dovey, Griffin and Mayor Dunin NOES: None ABSENT: None yor Ron Dunin ATTEST: L'a-V 'ty Clerk pam p APPROVED: 2a�^- City Administrative Officer City A Uprney Community Development Director R PROPOSED ♦ _ , L�. PSI ,� ■rtEEr� l�ilS: t ee, �11 �.` `fir ■ =� - 'y.._� J ns .:: �.♦ 1 �I�J te, , '. ~ =S �w t MIT A AH Q III�IIIII TRUCK ROUTES, ;city of sari tins OB1sp0 Prepared January, 1987 N.�� ,� . J �h�'� RESOLUTION NO. 6221 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO DENYING AN APPEAL AND UPHOLDING ACTION TAKEN BY THE ARCHITECTURAL REVIEW COMMISSION TO APPROVE ARC 86 -146 FOR A NEW ONE - BEDROOM APARTMENT TO BE ADDED TO A LOT CONTAINING A TWO- BEDROOM HOUSE AT 972 CHURCH STREET WHEREAS, the Architectural Review Commission approved plans for a new one - bedroom apartment to be added to a lot containing a two- bedroom house for property located at 972 Church Street at their meeting on April 13, 1987; and WHEREAS, a neighbor, John Steinberg, appealed this decision by the Architectural Review Commission on April 23, 1987; and WHEREAS, the appellant has requested a continuance to June 2, 1987; and WHEREAS, on May 13, 1987, the City Council of the City of San Luis Obispo conducted a public hearing on said appeal and reviewed plans for the project submitted by the applicant, Victoria Wood; and WHEREAS, the council agrees that the decision of the Architectural Review Commission in approving the application was the appropriate action; NOW, THEREFORE, the council resolves to deny both the request for a continuance and the appeal, and uphold the Architectural Review Commission's decision to approve the apartment addition, based on the following findings and subject to the following condition: Findings: 1. The appellant was provided an adequate opportunity to make a presentation on the merits of his appeal by use of correspondence or a personal representative. 2. The record contains the substance of appellant's position as presented to the Architectural Review Commission. 3. A continuance to June 2, 1987 would be a hardship to the applicant, Victoria Wood, who received initial approvals in January of 1987. 4. Site plan for the project is appropriately adapted to the shape or topography of the site as called for in the city's Architectural Review Guidelines. 5. The proposed project would be a compatible part of the total community environment as specified in the city's Architectural Review Commission ordinance and guidelines. R 6221 Resolution No. 6221 (1987 Series) Page 2 6. The proposed project is consistent with the Historical Preservation Program Guidelines. Condition: The staircase and landing on the northwest side of the property shall include privacy screening subject to approval by the Community Development Director. On motion of Councilman Settle . seconded by Councilwoman Raooa . and on the following roll call vote: AYES: Councilpersons Settle, Rappa, Dovey, Griffin, and Mayor Dunin NOES: None ABSENT: None the foregoing resolution was passed and adopted this 19th day of May . 1987. ayor Ron Dunin Ci y Clerk Pam VqXes APPROVED: City AAministrative Officer r City Attorney (/ Community Development Director yli lonA GUood Tvhit S7'elAb5re U J, /yv /�i RESOLUTION NO. 6220(1987 SERIES) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO REJECTING BIDS AND AUTHORIZING THE CITY ADMINISTRATIVE OFFICER TO RE- ADVERTISE THE BUS OPERATION /MAINTENANCE FACILITY PROJECT WHEREAS, the City Council received bids for the Bus Operations /Maintenance Project; and WHEREAS, the bids received exceeded the consultant engineer's estimate and the project budget. NOW THEREFORE BE IT RESOLVED, the Council of the City of San Luis Obispo: 1. Rejects all bids for the Bus Operations /Maintenance Facility project; and 2. Authorize the City Administrative Officer to revise the project cost estimate, plans and specifications, and re- advertise the project in accordance With the Purchasing Control Procedures, PC- 403.3. On motion of Councilman Settle seconded by Councilwoman Rappa and on the following roll call vote: AYES: Councilmembers Settle, Rappa, Dovey, Griffin and Mayor Dunin NOES: None ABSENT:None the foregoing Resolution was passed and adopted this lgrhday of May 1987. XTUR RON DUNIN ATTEST: C2 -LoA CI CLERK PAM VOG APPROVED: City Oministrative Officer City Atto inance Director R 6220 Kwllo-l� Fl/e 3) - 7ce RESOLUTION NO. 6219 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ACCEPTING BID, AWARDING A CONTRACT AND DIRECTING THE FINANCE DIRECTOR TO TRANSFER FUNDS WHEREAS, the Council hereby accepts the bid and authorizes the Mayor to sign a contract on behalf of the City for the following: PROJECT: Community Retrofit Program ESTIMATE: $80,000 BIDDER: Volt Energy Systems CITY PLAN NO_ L15P FUND NO. 815 BID AMOUNT: $65.000 WHEREAS, the quarterly funding program has a balance of Ninety Thousand Dollars ($90,000) which can be transferred into the Community Retrofit Program fund #815; NOW THEREFORE BE IT RESOLVED, that the City Clerk is directed to prepare the appropriate documents for signature by the successful bidder and the Mayor, and the Finance Director is to transfer the necessary funds. On motion of Councilman Settle and on the following roll call vote: , seconded by Councilwoman Rappa AYES: Councilmembers Settle, Rappa, Dovey, Griffin and Mayor Dunin NOES: None ABSENT: None The foregoing Resolution was passed and adopted this 19th day of May 1987. AT E LS'. A we C TY CLERK PAM VOG MAYOR RON DUNIN D L1) 1n Y APPROVED: City Administrative Officer City torney finance Director Public Works Director Utilities Kanager lh /contract /awdresol Vol /- u7eeoly G; 1? Wort's F! F-1173nre U RESOLUTION NO. 6218 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ACCEPTING THE SUBDIVISION IMPROVEMENTS FOR TRACT 1313 - UNIT II LA MANCHA, 102 FOOTHILL BLVD. (HUBBARD & WALLER, SUBDIVIDERS) WHEREAS, the Subdivision improvements for Tract 1313 have been satisfactorily completed, and WHEREAS, the Subdivider has requested acceptance of the improvements, NOW THEREFORE BE IT RESOLVED by the Council of the City of San Luis Obispo that the Subdivision improvements for Tract 1313 - Unit .II are hereby accepted for maintenance by the City of San Luis Obispo and the Council authorizes the release of the $1,800.00 cash deposited noted in Resolution No. 6185 (1987 Series). The $6,500.00 warranty (assigned money market fund account) will be retained for one year from this date per Municipal Code (Ch 16.44). On motion of Councilman Settle , seconded by Councilwoman and on the following roll call vote: AYES: Councilmembers Settle, Rappa, Dovey, Griffin and Mayor Dunin NOES: None ABSENT: None the foregoing Resolution was passed and adopted this 19th day of May , 1987. ATTEST: CI Y CLERK PAM VOGES D r71A Resolution No. 6218 (1987 Series) Page Two. APPROVED: City Administrati a Officer A'�4 City Att 0 ney finance Director City gineer jk4 /t1313acc by F� rear -�c. e U v I� RESOLUTION NO. 6217 ( 1987 SERIES) A RESOLUTION OF INTENTION TO ABANDON A PORTION OF DUNCAN ROAD ADJACENT TO THE SOUTHERN PACIFIC RAILROAD RIGHT -OF -WAY BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. It is the intention of the City of San Luis Obispo to abandon the northerly 150 feet of right -of -way of Duncan Road, adjacent to the Southern Pacific Railroad right -of -way, as shown on the map marked "Exhibit A" attached hereto and incorporated herein by such reference, pursuant to Section 8300 et. seq. of the Streets and Highways Code. SECTION 2. The proposed street abandonment is granted a negative declaration and will not have a significant adverse effect on the environment. SECTION 3. Copies of the map showing the particulars of the proposed abandonment are also on file in the office of the City Clerk. SECTION 4. Tuesday, June 16, 1987, in "the Council Chamber of the City Hall, 990 Palm Street; San Luis Obispo, California is the time and place set for hearing all persons interested in or objecting to the proposed abandonment, which time is not less than fifteen (15) days from the passage of this resolution. SECTION 5.. This resolution, together with the ayes and noes, shall be published once in full-at least three (3) days before the public hearing on the proposed abandonment, in the Telegram- Tribune, a newspaper published and circulated in this city. SECTION 6. The City Engineer shall post at least three (3) notices of the proposed abandonment along that portion of the street proposed to be abandoned at least fourteen (14) days before the date set for hearing in accordance with section 8322 of the Streets and Highways Code. SECTION 7. The proceeding to be taken will be subject to the installation of necessary street improvements by the adjacent property owner(s), and subject to any other conditions the council deems appropriate. R 6217 Resolution No. 6217 (1987 Series) Page 2 SECTION 8. The City Engineer shall notify utility companies affected by the proposed abandonment at least ten (10) days after adoption of the Resolution of Intention in accordance with Section 8347 of the Streets and Highways Code. On motion of _Councilman Settle . seconded by Councilwoman Rappa . and on the following roll call vote: AYES: Councilmembers Settle, Rappa, Dovey, Griffin and Mayor Dunin NOES: None ABSENT: None the foregoing resolution was passed and adopted this 19th3ay of May 1987. JJ � Mayor Ron Dunin A ST: Ci Clerk Pam Vogel APPROVED: V-6-� City Administrative Officer City At rney Community Development Director 0A, lq�onds OLD _ ,�iIIeen� i7�C� RESOLUTION NO. 6216 (1987 SERIES) A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO MODIFYING RESOLUTION NUMBER 6066 (1986 SERIES), AN ADDENDUM TO THE MEMORANDUM OF AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND THE SAN LUIS OBISPO POLICE OFFICERS ASSOCIATION. BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: Section 1. The Addendum to the Memorandum of Agreement between the City of San Luis Obispo and the San Luis Obispo Police Officers Association attached hereto as Exhibit A is hereby modified and adopted to extend the time of the trial period by an additional seven (7) months (May 29 through December 31, 1987). All other provisions of the Addendum will remain the same. Section 2. The City Clerk shall furnish a copy of this resolution and a copy of the executed Addendum to Gary Nemeth, President of the Police Officers Association; Ann Crossey, Personnel Director and Don Englert, Chief of Police. C uncilman Settle Councilwoman Rappa On motion o? , Seconded by on the following roll call vote. and Ayes Councilmembers Settle, Rappa, Dovey, Griffin and Mayor Dunin Nos None Absent None The forgoing resolution was passed and adopted this 19th day of May, 1987. YOR RON DUNIN AT CIA CLERK PAMELA VO P A?I A Resolution No. 62.16 (1987 Series) Page 2 Approved: Cit�istrative fic e` City At 4/2� 417�� -,� Personnel Director Police h' f 'D SIDE LETTER_ TO ADDENDUM of 1985 -88 Memorandum of Agreement Between the City of San Luis Obispo and the San Luis Obispo Police Officers Association By mutual consent of the City and the Police Officer=_ Association, Paragraph One of the attached Addendum is hereby modified to read as follows: "The Association, in an effort to improve scheduling of time off for sworn employees, has requested the implementation of a 3/12 wort: hour plan. The City has agreed to use this plan on a trial basis. The test period will be in effect until December 31, 1987." The City and the Police Officers Association agree that all otter provisions of the Addendum are to remain the same. City of San Luis Obispo Ann Crossey Director of Personnel ldlfi_U Don E. Erdlert Chief of Police Police Officers Association r eth resident, San Luis Obispo POA Toby Ross Actinq City Administrative Officer F766��77 .. ADDENDUM TO THE 1985 -88 MEMORANDUM OF AGREEMENT BETWEEN THE CITY OF SAN LUIS OBISPO AND THE SAN LUIS OBISPO POLICE OFFICERS' ASSOCIATION PREAMBLE The Association, in an effort to improve scheduling of time off for sworn employees, has requested the implementation of a 3/12 work hour plan. The City has agreed to use this plan on a trial basis. The test period will last up to eight months. The City has the right to terminate the use of the 3/12 work plan and reassign employees to the 5/8 work week at any time during the test period if the City believes the 3/12 is too costly, too cumbersome., or unacceptably reduces the level of service provided to the community. The Association has the right to terminate the use of the 3/12 work plan, if the plan as implemented becomes unacceptable. The addendum shall terminate on the last day of the 28 -day cycle following a 30 -day written notice from the Association to the City. After the test period, the parties will evaluate the results of the plan. Such evaluation period shall last at least three months. Both parties will evaluate the results of the test, but the final determination as to whether or not the plan is used after the evaluation period shall be made by the City. If, on the basis of the analysis of the test, the City determines it may reimplement a 3/12 work plan, prior to making a final determination the City shall first meet and confer with the Association about the specifics of such 3/12 work plan and any revisions to the Memorandum of Agreement needed to implement such a plan. It is further understood and agreed that all employees in the department recognize and accept their responsibility to make the 3/12 plan work. In this spirit, the employees will cooperate in making. themselves 1 available for and respond to all requests or orders concerning shift adjustments, utilization of pay back days, subpoenas, training, or emergency call backs made by management during the test period as is necessary to effectuate this agreement. EFFECT OF THIS ADDENDUM The 1985 -88 Agreement shall remain in full force and effect except as specifically modified below. The modifications below shall terminate on the last date of the effectiveness of this Addendum or any earlier date upon which the City or the Association decides to terminate the test period and all the provisions of the 1985 -88 Agreement shall once again become fully operative. TERM OF TEST PERIOD The test period shall commence prior to December, 133b, and shall filly terminate eight months from date of commencement.. WORK HOURS (ALL NEW) The -basic work pattern for sworn officers on patrol shall be three 12 hour days each week, plus assigned pay back. Employees will normally be assigned, to work 160 hours in a 28 -day work cycle. In addition, employees who attend shall be compensated. for briefing time. If an employee does not work the full 160 hours in a 28 -day work cycle, the City shall deduct the unworked hours from an employee's accrued holiday or vacation balances, unless the unworked hours result for reasons of excused paid absence or because the City did not assign a pay back shif t. During the test period, the City shall have complete flexibility to change Work hours. The City's intent, however, is to give reasonable prior notice whenever possible. 2 OVERTIME -- SWORN (NO CHANGE EXCEPT FOR:) 8.3 All hours worked through the first 165 hours in the employee's 28 -day work period shall be paid in cash at the employee's straight time base hourly rate. All hours worked above 165 in the employee's 28 -day work period shall be paid in cash at time and one half the employee's regular rate of pay. GUARANTEED MINIMUMS FOR RETURNING TO WORK REPLACE CURRENT WITH:) Whenever an employee is required by the department to return to work outside of the employee's normal work hours, if a minimum applies as found in this article, then the employee shall receive the minimum or pay for the work actually performed, whichever is larger. The City shall have the option of paying the minimum in cash or as an adjustment to the employee's work shift if the work shift commences within twelve (12) hours of the scheduled return to work. 11.1 SCHEDULED RETURN TO WORK Court Time (a) Employees reporting for court duty shall be guaranteed two hours minimum payment at straight time. (b) Two or more court cases occurring within the minimum time period shall be subject to a single minimum payment. Training Employees called back for training sessions authorized by the Chief of Police or the Watch Commander shall be guaranteed two -hour minimum payment at straight time. Range Qualification (a) Sworn personnel below the rank of Captain shall be guaranteed two hours at straight time when participating 3 in range qualification training when off duty. (b) Each sworn employee who shoots for qualification shall be provided 100 rounds of practice ammunition during that month. 11.2 NON- SCHEDULED RETURN TO WORK Call Back Employees called back to work at other than their normally scheduled shift shall be guaranteed two -hour minimum payment at time- and - one -half. STAND BY (NO CHANGE EXCEPT FOR:) 13.2 COMPENSATION Non - investigator (a) Sworn personnel below the rank of Lieutenant, placed on standby, shall be compensated one hour's pay for each five hours standby. _. (b) :For any calendar day ANY part of which an employee is schedule to work, the employee shall receive no minimum pay for standby. For any calendar day NO part of. which an employee is scheduled to work, the employee shall receive a minimum of three hours of pay at straight time rate for standby. Investigator No change. HOLIDAYS, VACATION, SICK LEAVE Each of the above shall continue to accrue as provided in the current Agreement, except that, where the accrual or use is stated in days, such accrual or use shall be converted to hours by using eight (8) hours for each day provided. When an employee takes time off from any one of these benefits, for each hour taken off one hour shall be subtracted 4 from the employee's accrued balance. BEREAVEMENT LEAVE No change except the time off shall not exceed 40 working hours per incident. CITY OF SAN LUIS OBISPO a,4� Ann Crossey T� Personnel Director 0 Don Englert Date Chief of Poli'e 5 SAN LUIS OBISPO POLICE OFFICERS ASSOCIATION w , Gleh Jor n Da to President SL OA Terry Campbell 1DA to Vice President SLOPOA O� lv�e oel -,' /-e F-1 17Snc� pe RESOLUTION NO. 6215 A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO OVERTURNING THE DETERMINATION OF THE PLANNING COMMISSION APPROVING VARIANCE REQUEST V1309 LOCATED AT 288 CHORRO STREET WHEREAS, the Planning Commission did hold a duly noticed public hearing on April 8, 1987 to consider a request for a variance at 288 Chorro Street allowing the reduction of a required side yard from 5 feet to zero feet for an accessory structure, and WHEREAS, the Planning Commission, after consideration of public testimony, staff recommendations and reports thereon made findings to deny the variance request. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. Findings. That this Council, after consideration of the variance request V1309, the determination of the Planning Commission, staff recommendations and reports thereon, makes the following findings: That there are circumstances applying to the site, such as size, shape or topography which do not apply generally to land in the vicinity with the same zoning; 2. That the variance would not constitute the granting of a special privilege -- an entitlement inconsistent with the limitations upon other property owners in the vicinity with the same zoning. 3. That the variance will not adversely affect the health, safety or general welfare of persons residing or working on the site or in the vicinity. Councilman Settle Mayor Dunin On motion of ...... ._ .. I ............ , seconded by ,, , , ,,,,,, , , , , , , , , , , , , , , and the following roll call vote: AYES: Councilmember - Settle, Mayor Dunin; Councilmember Griffin NOES: Councilmembers Dovey and Rappa ABSENT: None the foregoing resolution was passed and adopted this .5th, day of ..May., 1987. Mayor Ron Dunin 7 nE CitJ7 Clerk Pame a s R 6215 APPROVED: City Administrative Officer .I........... City A t rney .... ............. Community Development Director 10 RESOLUTION NO. 6214 (1986 A RESOLUTION OF THE COUNCIL OF THE CITY APPROVING AN AGREEMENT BETWEEN THE PACIFICA CORPORATION FOR THE OF A WATER MAIN IN BULLOCK LANE (EDNA -ISLAY AREA) Series) OF SAN LUIS OBISPO rHE CITY AND INSTALLATION - TRACT 1376 BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. That certain agreement, attached hereto marked Exhibit A and incorporated herein by reference, between the City of San Luis Obispo and The Pacifica Corporation, referred to herein as subdivider, is hereby approved and the Mayor is authorized to execute the same. SECTION 2. The Finance Director is authorized to release existing cash deposits to Santa Lucia Hills in the amount of $65,530.00 upon receipt of acceptable surety by The Pacifica Corporation per said agreement to the satisfaction of the City Attorney. SECTION 3. The City Clerk shall furnish a copy of this resolution and a copy of the executed agreement approved by it to: The Pacifica Corporation, City Engineer and Finance Director. On motion of Councilwoman Rappa seconded by Councilman Griffinand on the following roll call vote: AYES: Councilmembers Rappa, Griffin, Dovey, Settle and Mayor Dunin NOES: None ABSENT: None the foregoing Resolution was passed and adopted this 5th day of May 1981. R 6214 Page 2 ATTES G -„r... CITY VLERK PAMELA VOG APPROVED: A41� Acting City Administrative Officer c ing Finance Dire for City Engineer trl376b /jkstaffrpt jj I !pp CI �D y. AGREEMENT This jGREEMENT (the "Agreement' herein), entered into on Ma?' 5, , 1987 is between THE PACIFICA CORPORATION, a California corporation, referred to herein as "Subdivider ", and the CITY OF SAN LUIS OBISPO, a Municipal corporation, referred to herein as "City" (A) Subdivider owns the Islaiy Hill portion of that real property located within City which is subject to the Edna -Islay Specific Plan, which specific plan has duly been adopted pursuant to Resolution No. 4733 (1982 Series), by the City Council of City, and (B) Condition to the development of Subdivider's said real property under Tract 1376 is the extension of a 12" diameter public water main pursuant to Condition 28 per Resolution No. 6027 (1986 Series). (C) Santa Lucia Hills, the Subdivider of the Edna area of the Edna -Islay Specific Plan area, has previously deposited a total of $65,530.00 with the City as a guarantee for a pro -rata share of the Bullock Lane waterline in conjunction with Tract Nos. 1235 and 1264 as a part of the respective subdivision agreements. The estimated total cost of said Bullock Lane waterline is $176,800.00. (D) Subdivider, pursuant to an agreement with Santa Lucia Hills, has agreed to post the entire bond for the waterline. and in so doing will provide for the release of the cash deposits on file with the City to Santa Lucia Hills. NOW THEREFORE, City and Subdivider agree as follows: (1) Subdivider agrees to provide, at its expense, plans, specifications, and all necessary construction engineering services for the extension of the Bullock Lane waterline and shall post a Faithful Performance bond in the amount of $176,800.00, and a Labor & Materials a bond in the amount of $88,400.00 to guarantee same, and further agrees to pay for all acquisition costs for off -site easements as prescribed in the aforementioned Condition 28 of Resolution No. 6027 (1986 Series). Such bonding shalltbe.i_n accordance with Section 66499.7 and Section 66499.9 of 11 the Government Code of the State of California (Subdivision Map Act). (2) Upon final completion and acceptance of the waterline by the City, City will release all but 10% of the security guaranteeing the faithful performance, that being deemed sufficient to guarantee repairs to any defects in the improvement arising over a period of one (1) year following completion and acceptance thereof by the City Council against any defect in work or labor done or defective materials furnished in the performance of this agreement. (3) Subdivider shall be entitled to reimbursement for direct service connections (other than main line extensions) in accordance with Chapter 13.04 of1the Municipal Code for non - participating properties. (4) City shall release the aforementioned cash deposit to Santa Lucia Hills upon execution of this agreement and upon receipt of the aforementioned bonds. Executed in duplicate originals as 5th day of May , 1987 at San Luis Obispo. California, City of San Luis Obispo by: 4,G4C_G- tl -.c.' ATT ST: -5 P 'RON DUNIN G-� CITt CLERK PAM 1W.GES SUBDIVIDER: The Pacifica Corporation Glen L. Aalbers Vice - President Planning & Engineering jk4 /pacifica by The Pacifica Corporation A Califo�a 1 corporation By: Paul Siegel Vice - President ' 1 1 Approved: City v �o C ty Engineer Community Development Director I � � RESOLUTION NO. 6213 (1987' SERIES) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO REJECTING BIDS AND AUTHORIZING THE CITY ADMINISTRATIVE OFFICER TO REBID THE MISSION PLAZA EXTENSION PROJECT ON THE SOUTH SIDE OF SAN LUIS OBISPO CREEK BETWEEN BROAD AND NIPOMO STREETS WHEREAS, the City Council received bids for the Mission Plaza Extension project (City Job L04Y) and WHEREAS, only one bid meeting city requirements was received and that bid exceeded the consultant engineer's estimate and the project budget NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San Luis Obispo: 1. Rejects all bids for the Mission Plaza Extension project; and 2. Authorize the City Administrative Officer to revise the project cost estimate, plans and specifications, and rebid the project in accordance with the Purchasing Control Procedures, PC- 403.3: On motion of Councilwoman Rappa _ seconded by Councilman Griffin and on the following roll call vote: AYES: Councilmembers Rappa, Griffin, Dovey, Settle and Mayor Dunin NOES: None ABSENT: None the foregoing resolution was passed and adopted this -5shday of May 1987. on Dunin A T: Ci Clerk Pam --*' es R 6213 Resolution No. 6213 (1987 Series) Page 2 APPROVED: City Administrative Officer I)IA.,t� t City Atto ney Community Development Director 1 CAP. Resolution No. 6212 "(1987 Series) A RESOLUTION OF THE COUNCIL OF SAN LUIS OBISPO APPROVING AN APPLICATION FOR FUNDING FROM THE GENERAL ALLOCATION OF THE STATE CDBG PROGRAM. WHEREAS, the City finds that there is a significant need in San Luis Obispo to provide rental housing for lower and very -low income families; and WHEREAS, the State CDBG program is designed to addressed the needs of lower and very -low income households -- identified as the. "targeted income group." NOW THEREFORE BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. The City Council has reviewed and hereby approves the CDBG application, attached as Exhibit "A" and incorporated by reference. The application requests CDBG funds for the following activities: Purchase and title costs for a 2.2 -Acre parcel -- $401,500 General Administration -- $20,000 SECTION 2. The City Council finds that the purchased of the 2.2 -acre parcel with CDBG funds and its development with rental housing for lower and very -low income households is consistent with the City's General Plan Housing Element and the Edna -Islay Specific Plan. SECTION 3. As a specific contribution to the development of assisted housing on this site, the City Council waives the collection of the following construction and development fees (valued at approximately $8,000): Architectural Review Fees Plan Checking Fees Building Permit Fees Inspection Fees SECTION 4. The City Council has reviewed and hereby agrees to comply with all assurances executed in connection with the application and, if awarded, the grant. 1 R 6212 Page 2 -- Resolution No. 6212:CDBG Application SECTION 5. The Community Development Director is hereby authorized and directed to act on the City's behalf in all matters pertaining to this application. On motion of Councilwoman Dove econded by Councilman anton the following roll call vote: AYES: Councilmembers Dovey, Settle, Griffin, Rappa and Mayor Dunin NOES: None ABSENT: None the foregoing Resolution was passed and adopted this ?IsSf Apri11987. c� Mayor Ron Dunin AT T: 1 c_. CI Y CLERK PAMELA OGES APPROVED Acting City Administrative Officer City Att ney Community Development Director 2 /1 / `J /% /� � �, I�JY, i RESOLUTION NO. 6211 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO DECLARING CERTAIN PERSONAL PROPERTY AS SURPLUS EQUIPMENT BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. That the City Council herein declares seven used pool covers owned by the City of San Luis Obispo as surplus property of no further use or value to the City. SECTION 2. That the seven pool covers be disposed of by the Recreation Department in a manner which best serves the interest of the City. On motion of Councilman Settle , seconded by Councilwoman Dovey and on the following roll call vote: AYES: Councilmembers Settle, Dovey, Griffin, Rappa and Mayor Dunin NOES: None ABSENT: None the foregoing resolution was passed and adopted this 21st day of April 1987. ATTE Mayor Ron Dunin CITY CLERK PAMELA VOG x s s s s s s Approved: City AdmW strati City Atto Diyector of Finance R 6211 RESOLUTION NO. 6210 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ACCEPTING A PROPOSED RELINQUISHMENT OF LOS OSOS VALLEY ROAD RIGHT -OF -WAY FROM CALIFORNIA DEPARTMENT OF TRANSPORTATION BETWEEN US 101 AND SAN LUIS OBISPO CREEK WHEREAS the Council has received an offer of a relinquishment of state right -of -way, as described and shown on the attached "Exhibit A ", and WHEREAS said right -of -way lies within the Los Osos Valley Road extension between US 101 and Higuera Street, and WHEREAS the State of California requires a willingness to accept the area proposed for relinquishment, NOW THEREFORE, be it resolved by the Council of the City of San Luis Obispo as follows: Section 1: The Council hereby accepts the proposed relinquishment per attached exhibit A. Section 2: The Mayor is authorized to accept the relinquishment upon receipt of same and cause it to be recorded. The City Clerk shall furnish a copy of this resolution to the California Department of Transportation and the Public Works Director. On motion of Councilman Settle , seconded by Councilwoman Dovey and on the following roll call vote: AYES: Councilmembers Settle, Dovey, Griffin, Rappa and Mayor Dunin NOES: None ABSENT: None the foregoing Resolution was passed and adopted this 21stday of April 1987. R 6210 Page 2 ATTES CITY TLERK PAMELA VOGES APPROVED: Acting City Administrative dfficer X4,7/-/)-4j �� City At orney ity En neer lovr101b /jkstaffrpt jj ^1 ti RW YUR RON DUNIN 0 \ l!' tp jo • S \ „ w ... �, C3, 6�•' 7UM� %MA'P.5 3O, CJ co yr, Cb 0 a cn .to A Ito. Slope Easement S \ � A �O, P OPO ED Nee R E' I Q UISHME 6, - �GV � X80.0 �:,;� � � ��•= �, :.:.. • ...:..:...:..'..•:.; ._ 1p DL 0. CITY ` tip` \\OF x SAN l;,UIS OBISPO °L.O.V. RD.° R =850 I u A= 66° 18 15 �3w5 T= 555.21' L= 983.64 s'tT d •'•Z L; �• ING RE(�U.dST::D BY D WHEW RECOR ;:'D R�TURPI TO: Department of Transportation DOC. NO. 50439 P. 0. Box 8114 OFFICIAL RECORDS San Luis Obispo , CA. 93403 -8114 SAN LUIS OBISPO CO., CAL JUL 141981 FRi:NC'1S M. COONEY Counttf Clerk Recorder TIME 2100 PM RELINQUISHMENT OF HIGHWAY RIGHT OF WAY IN THE CITY OF SAN LUIS OBISPO, ROAD 5 -SLO- 101 -26.0 REQUEST NO. 4640 WHEREAS, the State of California has acquired right of way for and has reconstructed a city street San Luis Obispo, on Los Osos Valley Road at road 5 -SLO -101; and WHEREAS, by Resolution No. 6210, the City agreed to accept title to said rec upon relinquishment thereof to said City by California; and in the City of Route 101 interchange, dated April 21, 1987,E onstructed city street the State of WHEREAS, this Commission has found and determined, and does hereby find and determine, that it is desirable and in the public interest that said collateral facilities be relinquished to the City of San Luis Obispo for use as a city street; NOW, THEREFORE, IT IS VOTED by the California Transpor- tation Commission that it relinquish, and it does hereby relin- quish, to the City of San Luis Obispo, effective upon the Vn' �n 1)1 j i•nt�L, A TBARSPORTATION COMMISSION RESOLUTION 110. R�.4 .e •. kJC."eq g . JUN 2.5 W7 Bran RELINQUISHMENT DESCRIPTION That part of Lot "O" of Harford & Chapman's Sub- division of Lands in Township 31 South, Range 12 East, Mount Diablo Base and Meridian, in the County of San Luis Obispo, State of California, according to the map filed September 28, 1876, in Book B of Maps, Page 30, in the Office of the County Recorder of said County, described as follows: Beginning on the southerly line of said lot and subdivision at the northeasterly terminus of course 1 described in the deed to the State of California recorded December 9, 1985, in Volume 2780, page 334 of Official Records of said County; thence (1) N..20034151 "E., 60.37 .Feet; thence (2), N.32 007'48 "E., 142..45 feet to the easterly line of said lot; thence (3), southerly, along said line, 180.00 feet more or less to the southeasterly corner of said lot; thence (4), westerly, along the southerly line of said lot 105.00 feet more or less to the point of beginning. Ar"igir A e3 6 SyALffT 2 OF 2 recordation of a certified copy hereof with the Recorder of San Luis Obispo County, all of the State of California's right, title and interest in and to said collateral facilities in said City, together with the right of way and appurtenances thereof, described as follows: That part of Lot "0" of Harford & Chapman's Subdivision of Lands in Township 31 South, Range 12 East, Mount Diablo Base and Meridian, in the County of San Luis Obispo, State of California, according to the map filed September 28, 1876, in Book B of Maps, Page 30, in the Office of the County Recorder of said County, described as follows: Beginning on the southerly line of said lot and subdivision at the northeasterly terminus of course 2 described in the deed to the State of California recorded December 9, 1985, in Volume 2780, page 334 of Official Records of said County; thence (1) N.20 034'51 "E., 60.37 feet; thence (2) N.32 007148 "E., 142.45 feet to the easterly line of said lot; thence (3), southerly, along said line, 180.00 feet more or less to the southeasterly corner of said lot; thence (4), westerly, along the southerly line of said lot 105.00 feet more or less to the point of beginning. THIS IS TO CERTIFY That the foregoing is a full and correct copy of the original resolution duly passed by the California Transportation Commission at its meeting regularly called and held on this 25th day of June 1987, in the city of Sacramento. Dated this 29th day of June, 1987. KUMKV Chief Deputy Director CALIFORNIA TRANSPORTATION COMMISSION �+C)'� - Z�� 0ds14 C 'COD ctni+rnLno p� N W ZI r p -0 o Z= m �.908Z 't M •' � . p red R'1 O '• F / F b,LOoZ£'S �c'a- > IJC U, o is l ,� (wz Al O Iti i �b A 1 { o^p0 �R a : 0 Ap R.S ryfe R r If CD I� 51:43 E -C. LO-V; RD." ,' / m i ±05 rYPa 18'A..Ov.er rde Drain 15 I urr / er Fare / .' V / 4 +00 P. T. Prly' t Rd. -'onform co lo \ • 669 +06.0 P.OT.� "N "= A 70 +44.29 P.O.T' LO V. RD." UT ol LL 0 z0a- W 7 U0 �W� Z J W O Z �H� I �- o W O W N LL rj W J N O � Q v O 0 in co 0 �Z O U)O OWE _jO� W • V`lam RESOLUTION NO. 6209 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO APPROVING THE ATTACHED TRAFFIC ORDERS BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: The attached Traffic Work Orders for the period of January 1, 1987 through March 31, 1987 are hereby approved. On motion of Councilman Settle , seconded by Councilwoman Dovev and on the following roll call vote: AYES: Councilmembers Settle, Dovey, Griffin and Rappa NOES: Mayor Dunin ABSENT: None the foregoing Resolution was passed and adopted this 21st day of April 1987. ATT CIT CLERK PA14ELA VOGES APPROVED: City Administrative Officer /4-7z '--%-� City Att ney City engineer bl4 /wrkord -2 by R 6209 ��` � L' �� ;: . -, IIIII�I�NIIU�IIIIIIIi I f �' �0 - MEETING_[)ATE: Il� All city O SaniuiS OBISpO _ April 21, 987 WhGo COUNCIL AGENDA. REPORT - ITE16YN us FROM: Public Works Director City Engineer_ Engineering Assistant /Traffic SUBJECT: Traffic Work Orders for the Period of January 1, 1987 through March 31, 1987. CAD RECOMMENDATION: Pass resolution approving Traffic Work Orders for the period of January 1, 1987 through March 31, 1987. BACKGROUND: The City Engineer has, over the past three months, issued work orders making changes to improve safety and operation of the street system. One -third were for requests for red curb from the public and staff. Another one - quarter were signing requests from staff and for new developments. The remaining were changes in signals, parking restrictions and markings. It has been Council's policy in the past to accept this report on a quarterly basis. This report satisfies this past policy. FISCAL IMPACT: Minor implementation costs associated with street maintenance. RECOMMENDATION: Pass resolution approving Traffic Work Orders for the period of January 1, 1987 through March 31, 1987. Completed Traffic Work Orders (January 1, 1987 through March 31, 1987) Available in the Council Office for review. bl4 /wrkord -2 by O7C)-/ RESOLUTION NO. 6208 (1987 SERIES) city Of s Luis OBIZOPo A RESOLUTION OF APPRECIATION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO EXPRESSING THE CITY'S GRATITUDE AND APPRECIATION TO ROBERTA I. GODDARD, FINANCE DIRECTOR, FOR 15+ YEARS OF SERVICE TO THE COMMUNITY WHEREAS, Roberta "Bobbie" GoddaAd has been a :gong -.teem valued emp.boyee o6 the City 06 San Luis Obispo since Oetoben 25, 1971; and WHEREAS, Bobbie has smed as Accountant, TAeasu&en, Wha.Le Rock Commiss.ione&, CentAa2 Coast Citi.eh .JPA TneazuneA and Finance Viteeton, as we,?,2 as pantiei.pating acti.vety and enthus.ia6ticaUy on a vwu.ety o6 adviso&y and Management Team Committees; and WHEREAS, heA peA6onmanee and aecomp.P h)7ient6 in these positions have demons Aated he,t sotid manageni.at abit ties .inceuding, but not tirnUed .to, 6.i.naneiaQ solvency, cAeati.ve 6.inancing, bond 6toati.ng, and the %ecei.pt o6 a vaAiety o6 aceAedi ted State and Nationa8. awards; and WHEREAS, Bobbie has been a "Bean Counten" extAao&dutiaiAe and earned hen g&een eyeshade with numeAous oak tea6 etusteAz; and WHEREAS, in addition, Bobbie has earned heA "Van6.ity" tetteu at Management Team Football, and "Small GAaup Activ.itiez and GUTS [Goals, Unity, Team, Spi it(s)]; and WHEREAS, while heA management .taeents earned heA a duk, and two walls, she is 6.inatty getting a doa& .ineeuding a knob; NOW, THEREFORE, BE IT RESOLVED, that the City Counei;t wishes to express its gratitude bon hen numeAous aecompl,i.6hment6 and outstanding peA6onmance wlu.eh she has given to the City 06 San Luis Obi po during the. past 6t6teen yeau and w ,6h Bobbie weU in hen new position. On motion o6 Counei It oman Dovey, seconded by Mayan Dun.in, and on the 6ottow.i:ng utt call. vote: AYES: Councilwoman Dovey, Mayo& Dunn, CouneilmembeAs Gni65.in, Rappa and Settle NOES: None ABSENT: None t'ie .6o&ego.ing Rezo&tion o6 App&eci.ation uuvs passed and adapted this 21st day o6 ATTEST: / CIT CLERK PALM VO ES 152 8- i --4 RESOLUTION NO. 6207 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ADOPTING SPECIFICATIONS FOR THE IMPLEMENTATION OF A COMMUNITY RETROFIT PROGRAM AND AUTHORIZING ADVERTISEMENT OF BIDS WHEREAS, The Council of the City of San Luis Obispo approved $100,000 for the funding of a community retrofit program; and WHEREAS, The Council has approved that the retrofit program shall be contracted out to an agency experienced in the field. NOW, THEREFORE BE IT RESOLVED as follows: SECTION 1. Adopt these specifications and draft contract for the Community Retrofit Program and authorize staff to advertise for bids. On motion of Councilman Settle and on the following roll call vote: seconded by Councilwoman Rappa AYES: Councilmembers Settle, Rappa, Dovey. and Mayor Dunin NOES: None ABSENT: Councilman Griffin the foregoing resolution was passed and adopted this 7th day of April , 1987. ATT T: 7Q CIT CLERK PAMELA VOG MAYOR RON DUNIN *s�x�s * *sssmsss *s R 6207 RESOLUTION NO. 6207 (1987 SERIES) Page Two Approved: City Administrative Officer City A orne inance Director Utilities Manager Public Works Director lh#2=esolution" : ,�D c �j -1 �: al!"W j 10 -'I� \ >1 1. 1 f) i .,-i RESOLUTION NO. 6206 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO APPROVING AN AGREEMENT BETWEEN THE CITY AND WEST- DOUBLEDEE, ARCHITEC_.TS, INC. TO PERFORM ARCHITECTURAL SERVICES FOR THE RECREATION CENTER REHABILITATION PROJECT BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. That certain agreement with addendum attached hereto marked Exhibit "A" and incorporated herein by reference, between the City of San Luis Obispo and West - Doubledee, Architects, Inc. is hereby approved and the Mayor is authorized to execute the same. SECTION 2. The City Clerk shall furnish a copy of this resolution and a copy of the executed agreement approved by it to: West - Doubledee, Architects, Inc., City Finance Director and Recreation and Parks Director. On motion of Councilman Settle and on the following roll call vote: , seconded by Councilwoman Dovey- AYES: Councilmembers Settle, Dovey, Griffin, Rappa and Mayor. Dunin NOES: None ABSENT: None the foregoing Resolution was passed and adopted this 7th day of April 1987. Mayor Ron Dunin ATT T: City Clerk Pam Voges APPROVED: ^ CitV Administrative Officer Finance Dire City Att ney �Reeccreati & Parks Director R 6206 / i'� u G/� �/ i THE AMERICAN INSTITUTE OF ARCHITECTS AIA Document 8141 Standard Form of Agreement Between Owner and Architect 1977 EDITION THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES; CONSULTATION WITH AN ATTORNEY 15 ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION AGREEMENT made as of the 25th day of DVUZC[-t Hundred and EicH TY SEVEN BETWEEN the Owner: CITY OF SAN LUIS OBISPO 990 Palm Street Post Office Box 8100 San Luis Obispo, CA 93403 -8100 and the Architect: WEST + DOUBLEDEE ARC23ITECBS, INC. Post Office Box 1258 Morro Bay, CA 93442 For the following Project: (Include detailed description of Project location and scope.) in the year of Nineteen REHABILITATION OF SAN LUIS OBISPO RECREATION CENTER 864 Santa Rosa Street San Luis Obispo, CA In accordance with project description included in Request for Proposals, dated October 1986 The Owner and the Architect agree as set forth below Copyright 1917, 1926, 1940, 1951, 1953, 1958, 1961, 1 963, 1%6,.1 %7, 1970, 1974, © 19777 by the American Institute of Architects, 1735 New York Avenue, N.W., Washington, D.C. 20006. Reproduction of the. material herein or substantial Quotation of its provisinns without permission of the AIA violates the copyright laws of the United Stales and will be subject to legal prosecution. AIA DOCUMENT B141 • OWNER•ARCIIIIECT AGREEMENT • THIRTEENTH EDITION • JULY 1977 • AIA'a • ®1977 THE AMERICAN INSTITUTE Of ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, . D.C.:20006 8141 -1977 1 lib IV] 1S' ff 66A N TERMS AND CONDITIONS OF AGREEMENT BETWEEN OWNER AND ARCHITECT ARTICLE 1 ARCHITECT'S SERVICES AND RESPONSIBILITIES BASIC SERVICES The Architect's Basic Services consist of the five phases described in Paragraphs 1.1 through 1.5 and include normal structural, mechanical and electrical engineering services and any other services included in Article 15 as part of Basic Services. 1.1 SCHEMATIC DESIGN PHASE 1.1.1 The Architect shall review the program furnished by the Owner to ascertain the requirements of the Project and shall review the understanding of such requirements with the Owner. 1.1.2 The Architect shall provide a preliminary evalua- tion of the program and the Project budget requirements, each in terms of the other, subject to the limitations set forth in Subparagraph 3.2.1. 1.1.3 The Architect shall review with the Owner alterna- tive approaches to design and construction of the Project. 1.1.4 Based on the mutually agreed upon program and Project budget requirements, the Architect shall prepare, for approval by the Owner, Schematic Design Documents consisting of drawings and other documents illustrating the scale and relationship of Project components. 1.1.5 The Architect shall submit to the Owner a State- ment of Probable Construction Cost based on current area, volume or other unit costs. ments to previous Statements of Probable Construction Cost indicated by changes in requirements or general market conditions. 1.3.4 The Architect shall assist the Owner iri connection with the Owner's responsibility for filing documents re- quired for the approval of governmental authorities hav- ing jurisdiction over the Project. 1,4 BIDDING OR NEGOTIATION PHASE 1.4.1 The Architect, following the Owner's approval of the Construction Documents and of the latest Statement of Probable Construction Cost, shall assist the Owner in obtaining bids or negotiated proposals, and assist in awarding and preparing contracts for construction. 1.5 CONSTRUCTION PHASE — ADMINISTRATION OF THE CONSTRUCTION CONTRACT 1.5.1 The Construction Phase will commence with the award of the Contract for Construction and, together with the Architect's obligation to provide Basic Services under this Agreement, will terminate when final payment to the Contractor is due, or in the absence of a final Certificate for Payment or of such due date, sixty days after the Date Of Substantial Completion of the Work, whichever occurs first. 1.5.2 Unless otherwise provided in this Agreement and incorporated in the Contract Documents, the Architect shall provide administration of the Contract for Construc- tion as set forth .below and in the edition of AIA Docu- ment A201, General Conditions of the Contract for Con- struction, current as of the date of this Agreement. 1.2 DESIGN DEVELOPMENT PHASE 1.5.3 The Architect shall be a_ representative of the 1.2.1 Based on the approved .Schematic Design Docu- Owner during the Construction Phase, and shall advise ments and any adjustments authorized by the Owner in and consult with the Owner. instructions to the Contrac- tlte program or Project budget, the Architect shall pre- for shall be forwarded through the Architect. The Archi- pare, for approval by the Owner, Design. Development tect shall have authority to act on behalf of the Owner Documents consisting of drawings and other documents only to the extent provided in the Contract Documents to fix and describe the size and character of the entire unless otherwise modified by written instrument in ac- Project as to architectural, structural, mechanical and elec- cordance with Subparagraph 1.5.16. trical systems, materials and such other elements as may 1.5.4 The Architect shall visit the site at intervals ap- be appropriate. propriate to the stage of construction or as otherwise 1.2.2 The Architect shall submit to the Owner a further agreed by the Architect in writing to become generally Statement of Probable Construction Cost. familiar with the progress and quality of the Work and to determine in general if the Work is proceeding in accord - 1.3 CONSTRUCTION DOCUMENTS PHASE ance with the Contract Documents. However, the Archi- 1:3.1 Based on the approved Design Development Doc- tect shall not be: required to make exhaustive or con - uments and any further adjustments in the scope or qual- tinuous on -site inspections to check the quality or quan- ity of the Project or in the Project budget authorized by tity of the Work. On the basis of such on -site observa- the Owner, the Architect shall prepare, for approval by lions as an architect, the Architect shall keep the Owner the Owner, Construction Documents consisting of Draw- informed of the progress and quality of the Work, and ings and Specifications setting forth in detail the require- shall endeavor to guard the Owner against defects and ments for the construction of the Project. deficiencies in the Work of the Contractor. 1.3.2 The Architect shall assist the Owner in the prepara- 1.5.5 The Architect shall not have control or charge of tion of the necessary bidding information, bidding forms, and shall not be responsible for construction means, the Conditions of the Contract, and the form of Agree- methods, techniques, sequences or procedures, or for ment between the Owner and the Contractor. safety precautions and programs in connection with the 1.3.3 The Architect shall advise the Owner of any adjust- Work, for the acts or omissions of the Contractor, Sub - AIA DOCUMENT 8141 p OWNER - ARCHITECT AGREEMENT • T1IIR7EENTII EDITION • IULY 1977 • AIA6 • ® 1977 THE AMERICAN INSTITUTE or ARCHITECTS, 1735 NEW YORK. AVENUE, N.w., WASHINGTON, D.C. 20006 8141 -1977 3 EL 2.3 The Owner shall designate, when necessary, a rep- resentative authorized to act in the Owner's behalf with respect to the Project. The Owner or such authorized representative shall examine the documents submitted by the Architect and shall render decisions pertaining thereto promptly, to avoid unreasonable delay in the progress of the Architect's services. 2.4 The Owner shall furnish a legal description and a certified land survey of the site, giving, as applicable, grades and lines of streets, alleys, pavements and adjoin- ing property; rights -of -way, restriction's, easements, en- croachments, zoning, deed restrictions, boundaries and contours of the site; locations, dimensions and complete data pertaining to existing buildings, other improvements and trees; and full information concerning available serv- ice and utility lines both public and private, above and below grade, including inverts and depths. 2.5 The Owner shall furnish the services of soil engi- neers or other consultants when.such services are deemed necessary by the Architect. Such services shall include test borings, test pits, soil bearing values, percolation tests, air and water pollution tests, ground corrosion and resistivity tests, including necessary operations for determining sub- soil, air and water conditions, with reports and appropri- ate professional recommendations. 2.6 The Owner shall furnish structural, mechanical, chemical and other laboratory tests, inspections and re- ports as required by law or the Contract Documents. 2.7 The Owner shall furnish all legal, accounting and in- surance counseling services as may be necessary at any time for the Project, including such auditing services as the Owner may require to verify the Contractor's Applica- tions for Payment or to ascertain how or for what pur- poses the Contractor uses the moneys paid by or on be- half of the Owner. 2.8 The services, information, surveys and reports re- quired by Paragraphs 2.4 through 2.7 inclusive shall be furnished at the Owner's expense, and the Architect shall be entitled to rely upon the accuracy and completeness thereof. 2.9 If the Owner observes or otherwise becomes aware of any fault or defect in the Project or nonconformance with the Contract Documents, prompt written notice thereof shall be given by the Owner to the Architect. 2.10 The Owner shall furnish required information and services and shall render approvals and decisions as ex- peditiously as necessary for the orderly progress of the Architect's services and of the Work. ARTICLE 3 CONSTRUCTION COST 3.1 DEFINITION 3.1.1 The Construction Cost shall be the total cost or estimated cost to the Owner of all elements of the Project designed or specified by the Architect. 3.1.2 The Construction Cost shall include at current market rates, including a reasonable allowance for over- head and profit, the cost of labor and materials furnished by the Owner and any equipment which has been de= signed, specified, selected or specially provided for by the Architect. 3.1.3 Construction Cost does not include the compen- sation of the Architect and the Architect's consultants, the cost of the land, rights -of -way, or other costs which are the responsibility of the Owner as provided in Arti- cle 2. 3,2 RESPONSIBILITY FOR CONSTRUCTION COST. 3.2.1 Evaluations of the Owner's Project budget, State- ments of Probable Construction Cost and ,Detailed Estimates of Construction Cost, if any, prepared by the Architect, represent the Architect's best judgment as a design professional familiar with the construction indus- try. It is recognized, however, that neither the Architect nor the Owner has control over the cost of labor, mate- rials or equipment, over the Contractor's methods of de- termining bid prices, or over competitive bidding, market or negotiating conditions. Accordingly, the Architect cannot and does not warrant or represent that bids or negotiated prices will not vary from the Project budget proposed, established or approved by the Owner, if any, or from any Statement of Probable Construction Cost or other cost estimate or evaluation prepared by the Archi- tect. 3.2.2 No fixed limit of Construction Cost shall be estab- lished as a condition of this Agreement by the furnishing, proposal or establishment of a Project budget under Sub- paragraph 1.1.2 or Paragraph 2,2 or otherwise, unless such fixed limit has been agreed upon in writing and signed by the parties hereto. If such a fixed limit has been estab- lished, the Architect shall be permitted to include con- tingencies for design, bidding and price escalation, to de- termine what materials, equipment, component systems and types of construction are to be included in the Con- tract Documents, to make reasonable adjustments in the scope of the Project and to include in the Contract Docu- ments alternate bids to adjust the Construction Cost to the fixed limit. Any such fixed limit shall be increased in the amount of any increase in the Contract Sum occurring after execution of the Contract for Construction. 3:2.3 If the Bidding or Negotiation Phase has not com- menced within three months after the Architect submits the Construction Documents to the Owner, any Project budget or fixed limit of Construction Cost shall be ad- justed to reflect any change in the general level of prices in the construction industry between the date of submis- sion of the Construction Documents to the Owner and the date on which proposals are sought. 3.2.4 If a Project budget or fixed limit of Construction Cost (adjusted as provided in Subparagraph 3.2.3) is ex- ceeded by the lowest bona fide bid or negotiated pro- posal, the Owner shall (1) give written approval of an increase in such fixed limit, (2) authorize rebidding or re- negotiating of the Project %vithin a reasonable time, (3) if the Project is abandoned, terminate in accordance with Paragraph 10.2, or (4) cooperate in revising the Project scope and quality as required to reduce the Construction Cost. In the case of (4), provided a fixed limit of Cons(ruc- tion Cost has been established as a condition of this Agree- ment, the Architect, without additional charge, shall mod- ify the Drawings and Specifications as necessary to comply 6 8141 -1977 AIA DOCUMENT 9141 • OWNER-ARCHITECT AGREEMENT • THIRTEENTH EDITION • JULY 1977 • AIA® - m 197 THE AMERICAN INSTITUTE OF ARCHITECTS,. 1735 NEW YORK. AVENUE, N.W., WASHINGTON, D.C. 20006 with the fixed limit. The providing of such service shall be the limit of the Architect's responsibility arising from the establishment of such fixed limit, and having done so, the Architect shall be entitled to compensation for all services performed, in accordance with this Agreement, whether or not the Construction Phase is commenced. ARTICLE 4 DIRECT PERSONNEL EXPENSE 4.1 Direct Personnel Expense is defined as the direct sal- aries of all the Architect's personnel engaged on the. Proj- ect, and the portion of the cost of their mandatory and customary contributions and benefits related thereto, such as employment taxes and other statutory employee bene- fits, insurance, sick leave, holidays, vacations, pensions and similar contributions and benefits. ARTICLE 5 REIMBURSABLE EXPENSES 5.1 Reimbursable Expenses are in addition to the Com- pensation for Basic and Additional Services and include actual expenditures made by the Architect and the Archi- tect's employees and consultants in the interest of the Project for the expenses listed in the following Sub- paragraphs: 5.1.1 Expense of transportation in connection with the Project; living expenses in connection with out -of -town travel; long distance communications, and fees paid for securing approval of authorities having jurisdiction over the Project. 5.1.2 Expense of reproductions, postage and handling of Drawings, Specifications and other documents, excluding reproductions for the office use of the Architect and the Architect's consultants. 5.1,3 Expense of data processing and photographic pro- duction techniques when used in connection with Addi- tional Services. 5.1.4 If authorized in advance by the Owner, expense of overtime work requiring higher than regular rates. 5.1.5 Expense of renderings, models and mock -ups re- quested by the Owner. 5.1.6 Expense of any additional insurance coverage or limits, including professional liability insurance, requested by the Owner in excess of that normally carried by the Architect and the Architect's consultants. ARTICLE 6 PAYMENTS TO THE ARCHITECT 6.1 PAYMENTS ON ACCOUNT OF BASIC SERVICES 6.1.1 An initial payment as set forth in Paragraph 14.1 is the minimum payment under this Agreement. 6.1.2 Subsequent payments for Basic Services shall be made monthly and shall be in proportion to services per- formed within each Phase of services, on the basis set forth in Article 14. 6.1.3 If and to the extent that the Contract Time initially established in the Contract for Construction is exceeded or extended through no fault of the Architect, compensa- tion for any Basic Services required for such extended period of Administration of the Construction Contract shall be computed as set forth in Paragraph 14.4 for Addi- tional Services. 6.1.4 When compensation is based on a percentage of Construction Cost, and any portions of the Project are deleted or otherwise not constructed, colrlpensation for such portions of the Project shall be payable to the extent services are performed on such portions, in accordance with the schedule set forth in Subparagraph 14.2.2, based on (1) the lowest bona fide bid or negotiated proposal or, (2) if no such bid or proposal is received, the. most recent Statement of Probable Construction Cost or Detailed Esti- mate of Construction Cost for such portions of the Project. 6,2 PAYMENTS ON ACCOUNT OF ADDITIONAL SERVICES 6.2.1 Payments on account of the Architect's Additional Services as defined in Paragraph 11 and for Reimbursable Expenses as defined in Article 5 shall be made monthly upon presentation of the Architect's statement of services rendered or expenses incurred. 6:3 PAYMENTS WITHHELD 6.3.1 No deductions shall be made from the Architect's compensation on account of penalty, liquidated damages or other sums Withheld from payments to contractors, or on account of the cost of changes in the Work other than those for which the Architect is held legally liable. 6.4 PROJECT SUSPENSION OR TERMINATION 6.4.1 If the Project is suspended or abandoned in whole or in part, for more than three months, the Architect shall be compensated for all services performed prior to receipt of written notice from the Owner of such suspension or abandonment, together with Reimbursable Expenses then due and all Termination Expenses as'defined in Paragraph 10.4, If the Project is resumed after being suspended for more than three months, the Architect's compensation shall be equitably adjusted. ARTICLE 7 ARCHITECT'S ACCOUNTING RECORDS 7:1 Records of Reimbursable Expenses and expenses per- taining to Additional Services and services performed on the basis of a Multiple of Direct Personnel Expense shall be kept on the basis of generally accepted accounting principles and shall be available to the Owner or the Owner's authorized representative at mutually convenient times. ARTICLE 8 OWNERSHIP AND USE OF DOCUMENTS 8.1 Drawings and Specifications as instruments of serv- ice are and shall remain the property of the Architect whether the Project for which they are made is executed or not. The Owner shall be permitted to retain copies, in- cluding reproducible copies, of Drawings and Specifica- tions for information and reference in connection with the Owner's use and occupancy of the Project. The Drawings and Specifications shall not be used by the Owner on AIA DOCUMENT 8141 i OWNER- ARCHITECT AGREEMENT - THIRTEEN7H EDITION - JULY 1977 - AIA* -_ Q 1977 THE AMERICAN IN571TUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 8141 -1977 7 0 i� other projects, for additions to this Project, or for comple- tion of this Project by others provided the Architect is not in default under this Agreement, except by agreement in .writing and with his compensation to the Archi- tect. 8.2 Submission or distribution to meet official regulatory requirements or for other purposes in connection with the Project is not to be construed as publication in derogation of the Architect's rights. ARTICLE 9 ARBITRATION 91 All claims, disputes and other matters in question between the parties to this Agreement, arising out of or relating to this Agreement or the breach thereof, shall be decided by arbitration in accordance with the Construc- tion Industry Arbitration Rules of the American Arbitra- tion Association then obtaining unless the parties mutu- ally agree otherwise. No arbitration, arising out of or re- lating to this Agreement, shall include, by consolidation, joinder or in any other manner, any additional person not a party to this Agreement except by written consent con- taining a specific reference to this Agreement and signed by the Architect, the Owner, and any other person sought to be joined. Any consent to arbitration involving an ad- ditional person or persons shall not constitute consent to arbitration of any dispute not described therein or with any person not named or described therein, this Agree- ment to arbitrate and any agreement to arbitrate with an additional person or persons duly consented to by the parties to this Agreement shall be specifically enforceable under the prevailing arbitration law. 9.2 Notice of the demand for arbitration shall be filed in writing with the other party to this Agreement and with the American Arbitration Association. The demand shall be made within a reasonable time after the claim, dispute or other matter in question has arisen. In no event shall the demand for arbitration be made after the date when institution of legal or equitable proceedings based on such claim, dispute or other matter in question would be barred by the applicable statute of limitations. 9.3 The award rendered by the arbitrators shall be final, and judgment may be entered upon it in accordance with applicable law in any court having jurisdiction thereof. ARTICLE 10 TERMINATION OF AGREEMENT 10.1 This Agreement may be terminated by either party upon seven days' written notice should the other party fail substantially to perform in accordance with its terms through no fault of the party initiating the termination... 10.2 This Agreement may be terminated by the Owner upon at least seven days' written notice to the Architect in the event that the Project is permanently abandoned. 10.3 In the event of termination not the fault of the Ar- chitect, the Architect shall be compensated for all services performed to termination date, together with Reimburs- able Expenses then due and all Termination Expenses as defined in Paragraph 10.4. 10.4 Termination Expenses include expenses directly at- tributable to termination for which the Architect is not otherwise compensated, plus an amount computed as a percentage of the total Basic and Additional Compensa- tion earned to the time of termination, as follows: .1 20 percent if termination occurs during the Sche- matic Design Phase; or .2 10 percent if termination occurs during the Design Development Phase; or .3 5 percent if termination occurs during any subse- quent phase: ARTICLE 11 MISCELLANEOUS PROVISIONS 11.1 Unless otherwise specified, this Agreement shall be governed by the law of the principal place of business of the Architect. 11.2 Terms in this Agreement shall have the same mean- ing as those in AIA Document A201, General Conditions of the Contract for Construction, current as of the date of this Agreement. 11.3 As between the parties to this Agreement: as to all acts or failures to act by either party to this Agreement, any applicable statute of limitations shall commence to run and any alleged cause of action shall be deemed to have accrued in any and all events not later than the rele- vant Date of Substantial Completion of the Work, and as to any acts or failures to act occurring after the relevant Date of Substantial Completion, not later than the date of issuance of the final Certificate for Payment. 11.4 The Owner and the Architect waive all rights against each other and against the contractors, consult- ants, agents and employees of the other for damages cov- ered by any property insurance during construction as set forth in the edition of AIA Document A201,.General Con- ditions, current as of the date of this Agreement. The Owner and the Architect each shall require appropriate similar waivers from their contractors, consultants and agents. ARTICLE 12 SUCCESSORS AND ASSIGNS 12.1 The Owner and the Architect, respectively, bind themselves, their partners, successors, assigns and legal representatives to the other party to this Agreement and to the partners, successors, assigns and legal representa- tives of such other party with respect to all covenants of this Agreement. Neither the Owner nor the Architect shall assign, sublet or transfer any interest in this Agreement without the written consent of the other. ARTICLE 13 EXTENT OF AGREEMENT 13.1 This Agreement represents the entire and integrated agreement between the Owner and the Architect and supersedes all prior negotiations, representations oragree- ments, either written or oral. This Agreement may be amended only by written instrument signed by both Owner and Architect. 8 8141 -1977 AIA DOCUMENT 9141 • OwNER- ARCHITECT AGREEMENT s THIRTEENTH EDITION a JULY 1977 • AIA9 • (1197 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 C ARTICLE 14 BASIS OF COMPENSATION The Owner shall compensate the Architect for the Scope of Services provided, in accordance with Article 6, Payments to the Architect, and the other Terms and Conditions of this Agreement, as follows: 14.1 AN INITIAL PAYMENT of IM THOUSAND * * * * * * * * * * * * dollars ($ 2, 000.Od shall be made upon execution of this Agreement and credited to the Owner's account as follows: SHALL BE CREDITED TO FINAL INVOICE FOR BASIC SERVICES. 14.2 BASIC COMPENSATION 14.2.1 FOR BASIC SERVICES, as described in Paragraphs 1.1 through 1.5, and any other services included in Article 15 as part of Basic Services, Basic Compensation shall be computed as follows: (Here insert basis of compensation, including fixed amounts, multiples or percentages, and identify Phases to which particular methods of compensa- tion apply, if necessary.) THIRTEEN PERCENT (13 %) OF CONSTRUCTION COST AS DESCRIBED IN ARTICLE 3. 14.2.2 where compensation is based on a Stipulated Sum or Percentage of Construction Cost, payments for Basic Services shall be made as provided in Subparagraph 6.1.2, so that Basic Compensation for each Phase shall equal the following percentages of the total Basic Compensation payable: !Include any additional Phases as appropriate.) Schematic Design Phase: FIFTEEN * * * * * * * * * * * * percent ( 15 %) % Design Development Phase: TWENTY * * * * * * * * * * * * * percent( 20 %) Construction Documents Phase: FORT}! * * * * * * * * * * * * * percent( 40 %) Bidding or Negotiation Phase: FIVE * * * * * * * * * * * * * * percent( 5 %) Construction Phase: TwENpy * * * * * * * * * * * * * percent (.20 %) 14.3 FOR PROJECT REPRESENTATION BEYOND BASIC SERVICES, as described in Paragraph 1.6, Compensation shall be computed separately in accordance with Subparagraph 1.6.2. AIA DOCUMENT 8141 • OWNER- ARCHITFCT AGREEMENT • THIRTEENTH EDITION . )MY 1977 • AIAa' • (D 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20OD6 6141 -107 9 14.4 COMPENSATION FOR ADDITIONAL SERVICES 14.4.1 FOR ADDITIONAL SERVICES OF THE ARCHITECT, as described in Paragraph 1.7, and any other services in- cluded in Article 15 as part of Additional Services, but excluding Additional Services of consultants, Compen- sation shall be computed as follows:. (Here insert basis of compensation, including rates andlor multiples of Direct Personnel Expense for Principals and empinyers,.and identily Principals and classify employees, it required. identify specific services to which particular methods of compensation apply, it necessary.) PRINCIPAL $65.00 /hour ARCHITECT $55.00 /hour DRAFTSMAN $28.50 /hour CLERICAL $22.50 /hour 14.4.2 FOR ADDITIONAL SERVICES OF CONSULTANTS, including additional structural, mechanical and electrical engineering services and those provided under Subparagraph 1.7.21 or identified in Article 15 as part of Addi- tional Services, a multiple of ( 1.15 ? times the amounts billed to the Architect for such services. (Identify specific types of consultants in Article 15. it required.) 145 FOR REIMBURSABLE EXPENSES, as described in Article 5, and any other items included in Article 15 as Reim- burnable Expenses, a multiple of ( 1.15 1 times the amounts ex- pended by the Architect, the Architect's employees and consultants in the interest of. the Project. 14.6 Payments due the Architect and unpaid under this Agreement shall bear interest from the date payment is due at the rate entered below, or in the absence thereof, at the legal rate prevailing at the principal place of business of the Architect. (Here insert any rate of interest agreed upon.) " a (Usury lairs and requirements under the federal Truth in Lending Act. similar state and local consumer credit laws and other regulations at the s Owner's and Architect's principal places of business, the location of the Project and elcrwheie may affect the validity of this provision. Specific legal advice should he obtained with respect to deletion, modification, or other requirements such as written disclosures or waivers.) 14.7 The Owner and the Architect agree in accordance with the Terms and Conditions of this Agreement that: 14.7.1 IF THE SCOPE of the Project or of the Architect's Services is changed materially, the amounts of compensation shall be equitably adjusted. 14.7.2 IF THE SERVICES covered by this Agreement have not been completed within twelve (12) months of the date hereof, through no fault of the Architect, the amounts of compensation, rates and multiples set forth herein shall be equitably adjusted. AIA DOCUMENT 9141 • OWNER- ARCHITECT AGREEMENT THIRTEENTH EDITION • JULY 1977 a AIA® a O 1977 10 8141 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 0 n ARTICLE 1S OTHER CONDITIONS OR SERVICES 15.1 Subparagraph 1.5.13 shall be omitted and replaced by the following paragraph. The Architect and his consultants shall review and take appropriate action on shop drawings, product data, samples, and other submittals required by the Contract Documents. Such review shall be only for general conformance with the design concept and general compliance with the information given in the Contract Documents. It shall not include review of quantities, dimensions, weights or gauges, fabrication processes, construction methods, coordination with the work of other trades, or construction safety pre- cautions, all of which are the sole responsibility of the Contractor. The Architect's review shall be conducted with reasonable promptness consistent with sound professional practice. Review of a specific item shall not indicate acceptance of an assembly of which the item is a component. The Architect shall not be required to review and shall not be responsible for any deviations from the Contract Documents not clearly noted by the Contractor, nor shall the Architect or his consultants be required to review partial submissions or those for which submissions for correlated items have not been received. 15.2 Subparagraph 1.7.9 is deleted from this Contract. 15.3 In the event litigation occurs regarding this Contract, the prevailing party shall be due reasonable attorney fees and legal costs. 15.4 Attached AIA Documient B16 es 2 "Scope of Designated Services" shall become a part of this Contract. , AIA DOCUMENT B141 • OWNER-ARCHITECT AGREEMENT • THIRTEENTH EDITION • JULY 1977 • AIAal • Q 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 2DO06 B141 -1977 11 � 1 This Agreement entered into as of the day and year first written move. OWNER ARCHITECT City of San Luis Obispo WFST + DOUBLEDEE ARCHITECTS, INC. BY 2 — - B ' L-- Mayor Ron Dunin Don L. West, President ATTEST: :3� Clerk Pam 12 8141 -1977 AIA DOCUAITNT 8111 • OWNER- ARCHIlEC1 AGREEMENT • 111IR1EFN1I1 EDITION • JULY 1977 • AIA' -. of 1477 111E AMERICAN INS11TUlE OF AR011TECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 THE AMERICAN INSTITUTE OF ARCHITECTS 4, hyJ AIA Document 8162 Scope of Designated Services 1977 ®more THIS DOCUMENT HAS IMPORTANT LEGAL CONSEQUENCES; CONSULTATION WITH AN ATTORNEY IS ENCOURAGED WITH RESPECT TO ITS COMPLETION OR MODIFICATION This document is intended to be used in conjunction with AIA Document 8161, Owner- Architect Agreement for Designated Services THIS DOCUMENT PROVIDES A COMPREHENSIVE SCHEDULE AND DESCRIPTIONS OF PROJECT PHASES AND SERVICES TO ENABLE THE OWNER AND THE ARCHITECT TO IDENTIFY THEIR RESPECTIVE RESPON- SIBILITIES UNDER THE OWNER - ARCHITECT AGREEMENT. PARTICULAR SERVICES REQUIRED OR APPRO- PRIATE FOR ANY SPECIFIC PROJECT MUST BE IDENTIFIED BY COMPLETION OF THIS DOCUMENT, AND THE DESCRIPTIONS OF, THOSE SERVICES MUST BE MODIFIED BY DELETIONS AND ADDITIONS WHERE APPROPRIATE. Date: 25 March 1987 In accordance with the Owner- Architect Agreement entered into as of , the Owner and the Architect agree that the following designated services shall be provided by the parties as described herein, and that compensation for the services provided by the Architect shall be in accordance with the methods designated as applying thereto, and in the amounts provided in the Owner - Architect Agreement. The services specifically designated herein shall govem and shall supersede, to the extent of any conflict, all prior negotiations, representations or agreements, either written or oral. CITY OF SAN LUIS OBISPO Owner: 990 Palm Street Post Office Box 8100 San Luis Obispo, CA 93403 -8100 Architect: WEST + DO>Rr.l DEE ARCf1ITECTS, INC. Post Office Box 1258 Morro Bay, CA 93442 Project: REHABILITATION OF SAN LUIS OBISPO RECREATION CELIM 864 Santa Rosa Street San Luis Obispo, CA The Owner and the Architect agree as set forth below Copyright © 1977 by The American Institute of Architects, 1735 New York Avenue, N.W., Washington, D.C. 20006. Reproduction of the material herein or substantial Quotation of its provisions without permission of the AIA violates the copyright laws of the United States and will be subject to legal prosecution. AIA DOCUMENT 6162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® 4 0 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 211006 6162 -1977 1 J 1 J J J J J J J J J ,Attest: 1 I I y bLHILL)ULE OF DESIGNATED ,SERVICES PROJECT: PROJECT #: DATE: The Owner and the Architect, respectively, shall Provide for this Phase of the Project those services appropriately designated and assigned below and described subsequently. u O R(s.._d s e o s. to 1.01 Project A tration _ O 1.02 Disciplines Coordination /Document Checking Q 1.03 Agency Consulting/Revie, /Approval O u m'O PHASE -" -2 _v $.0 U m'„ 1: PREDESIGN SERVICES m' - - -- �.. U �, so °" > o CL 0 o� n§1 0 � L) 1.04 Owner-Supplied Data Coordination O - 1.05 Programrning - O 1.06 Space Schematics /Flow Diagrams 1.07 Existing Facilities Surveys 1.08 _ Marketing Studies 1.09 Economic Feasibility Studies 1.10 Project Financing 1.29 - Project Development Scheduling 1.31 Project Budgeting - _- O O O O - - -" O - O 1.33 Presentations O - METHODS OF COMPENSATION A = Multiple of Direct Salary Expense E = Stipulated Sum B = Multiple of Direct Personnel Expense F = Hourly Billing Rates C = Professional Fee Plus Expenses G = Multiple of Amounts Billed to Architect D = Percentage of Construction Cost H = Other: °Heriui res sclmrate authorization and conwr.n'satinn - AIA DOCUMENT B162 - SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA® - 01977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 8162-1977 1 -1 I DESCRIPTION OF DESIGNATED SERVICES PHASE 1— PREDESIGN SERVICES In the Predesign Phase the Owner and Architect, respectively, shall provide those services designated in the Schedule of Designated Services necessary for the Architect to assist the Owner in establishing the Owner's program and the financial and time requirements and limitations for the Project prior to beginning design. The following descriptions shall apply to.those services assigned in the Schedule of Designated Services as the responsibility of the party indicated therein. 1.01 Project Administration services consisting of predesign administrative functions including: .01 Initial consultation in development of the Project .02 Preparation of compensation estimates and professional services agreement(s) .03 Project - related research .04 Conferences AS Communications .06 Travel time .07 Progress reports .08 Direction of the work of in -house architectural personnel. 1.02 Disciplines Coordination /Document Checking services consisting of predesign activities for: .01 Coordination between the architectural work and the work of engineering and other involved dis- plines for the Project. .02 Review and checking of documents prepared for the Project. 1.03 Agency Consulting/Review /Approval services consisting of predesign activities including; .01 Agency consultations .02 Research of critical applicable regulations .03 Research of community attitudes .04 Preparation of written and graphic explanatory materials .05 Appearances on Owner's behalf at agency and community meetings. The services apply to applicable laws, statutes, regulations and codes of regulating entities and to reviews required of user or community groups with limited or no statutory authority but significant influence on approving agencies and individuals, including: .06 Local political subdivisions .07 Planning boards .08 County agencies .09 Regional agencies .10 Federal agencies .11 User organizations .12 Community organizations .13 Consumer interest organizations .14 Environmental interest groups. AIA DOCUMENT 6162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • ® 1977 1 -2 B162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 200M contractors or any other persons performing any of the Work, or for the failure of any of them to carry out the Work in accordance with the Contract Documents. 1.5.6 The Architect shall at all times Have access to the Work wherever it is in preparation or progress. 13 7 The Architect shall determine the amounts owing to the Contractor based on observations at the.site and on evaluations of the Contractor's Applications for Payment, and shall issue Certificates for Payment in such amounts, as provided in the Contract Documents. 1.5.6 The issuance of a Certificate for Payment shall constitute a representation by the Architect to the Owner, based on the Architect's observations at the site as pro- vided in Subparagraph 1.5.4 and. on the data comprising the Contractor's Application for Payment, that the Work has progressed to the point indicated; that, to the best of the Architect's knowledge, information and belief, the qual- ity of the Work is in accordance with the Contract Docu- ments (subject to an evaluation of the Work for con- formance with the Contract Documents upon Substantial Completion, to the results of any subsequent tests re- quired by or performed under the Contract Documents, to minor deviations from the Contract Documents cor- rectable prior to completion, and to any specific qualifica- tions stated in the Certificate for Payment); and that the Contractor is entitled to payment in the amount certified. 'However, the issuance of a Certificate for Payment shall not be a representation that the Architect has made any examination to ascertain how and for what purpose the Contractor has used the moneys paid on account of the Contract Sum. 1.5.9 The Architect shall be the interpreter of the re- quirements of the Contract Documents and the judge of the performance thereunder by both the Owner and Contractor. The Architect shall render interpretations nec- essary for the proper execution or progress of the Work with reasonable promptness on written request of either the Owner or the Contractor, and shall render written de- cisions, within a reasonable time, on all claims, disputes and other matters in question between the Owner and the Contractor relating to the execution or progress of the Work or the interpretation of the Contract. Documents. 1.5.10 Interpretations and decisions of the Architect shall be consistent with the intent of and reasonably inferable from the Contract Documents and shall be in written or graphic form. In the capacity of interpreter and judge, the Architect shall endeavor to secure faithful perform- ance by both the Owner and the Contractor, shall not show partiality to either, and shall not be liable for the result of any interpretation or decision rendered in good faith in such capacity. 1.5.11 The Architect's decisions in matters relating to artistic effect shall be final if consistent with the intent of the Contract Documents. The Architect's decisions on any other claims, disputes or other matters, including those in question between the Owner and the Contractor, shall be subject to arbitration as provided in this Agree- ment and in the Contract Documents. 1.5.12 The Architect shall have authority to reject Work Which does not conform to the Contract Documents. Whenever in the Architect's reasonable opinion, it is' 4 necessary or advisable for the implementation of the intent of the Contract Documents, the Architect will have author- ity to require special inspection or testing of the Work in accordance with the provisions of the Contract Docu- ments, whether or not such Work be then fabricated, in- stalled or completed. The Architect shall review and approve e other a riate action upon the Contracto mittals such as Shop wings, Product Dal amples, but only for conforman ith th Ign concept of the Work and with the info on given in the Contract Documents. Such ' n shall en with reasonable promptness s to cause no delay. rchitect's ap- proval specific item shall not indicate app 1 of an ly of which the item is a component. 1.5.14 The Architect shall prepare Change Orders for the Owner's approval and execution in accordance with the Contract Documents, and shall have authority to order minor changes in the Work not involving an adjustment in the Contract Sum or an extension of the Contract Time which are not inconsistent with the intent of the Contract Documents. 1.5.15 The Architect shall conduct inspections to deter- mine the Dates of Substantial Completion and final com- pletion, shall receive and forward to the Owner for the Owner's review written warranties and related documents required by the Contract Documents and assembled by the Contractor, and shall issue a final Certificate for Pay- ment. 1.5.16 The extent of the duties, responsibilities and lim- itations of authority of the Architect as the Owner's rep- resentative during construction shall not be modified or extended without written consent of the Owner, the Con- tractor and the Architect. 1.6 PROJECT REPRESENTATION BEYOND BASIC SERVICES 1.6.1 If the Owner and Architect agree that more ex- tensive representation at the site than is described in Paragraph 1.5 shall be provided, the Architect shall pro- vide one or more Project Representatives to assist the Architect in carrying out such responsibilities at the, site. 1.6.2 Such Project Representatives shall be selected, em- ployed and directed by the Architect, and the Architect Shall be compensated therefor as mutually agreed be- tween the Owner and the Architect as set forth in an ex- hibit appended to this Agreement, which shall describe the duties, responsibilities and limitations of authority of such Project Representatives. 1.6.3 Through the observations by such Project Repre- sentatives, the Architect shall endeavor to provide further protection for the Owner against defects and deficiencies in the Work, but the furnishing of such project representa- tion shall not modify the rights, responsibilities or obliga- tions of the Architect as described in Paragraph 1.5. 1.7 ADDITIONAL SERVICES The. following Services are not included in Basic Services unless so identified in Article 15. They shall be provided if authorized or confirmed in writing by the Owner, and they shall be paid for by the Owner as provided in this Agreement, in addition to the compensation for Basic Services. AIA DOCUMENT 8141 • OWNER-ARCH ITECT AGREEMENT • 1HI RTEENTH EDITION • JUEY 1977 • AIA* • 01977 4 8141 -1977 THE AMERICAN INSTITUTE Or ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 1.7.1 Providing analyses of the Owner's needs, and pro- gramming the requirements of the Project. 1.7.2 Providing financial feasibility or other special studies. 1.7:3 Providing planning surveys, site evaluations, envi- ronmental studies or comparative studies of prospective sites, and preparing special. surveys, studies and submis- sions required for approvals of governmental authorities or others having jurisdiction over the Project. 1.7.4 Providing services relative to future facilities, sys- tems and equipment trhich are not intended to be con- structed during the Construction Phase. 1.7.5 Providing services to investigate existing conditions or facilities or to make measured drawings thereof, or to verify the accuracy of drawings or other information fur- nished by the Owner. 1.7.6 Preparing documents of alternate, separate or sequential bids or providing extra services in connection with bidding, negotiation or construction prior to the completion of the Construction Documents Phase, when requested by the Owner. 1.7.7 Providing coordination of Work performed by separate contractors or by the Owner's own forces. 1.7.8 Providing services in connection with the work of a construction manager or separate consultants retained by the Owner. viding Detailed Estimates of Con ost, analyses of owns era ' , or detailed quan- tity surveys or _ ryes o uipment and 1.7.10 Providing interior design and other similar ser- vices required for or in connection with the selection, procurement or installation of furniture, furnishings and related equipment. 1.7.11 Providing services for planning tenant or rental spaces. 1:7.12 Making revisions in Drawings, Specifications or other documents when such revisions are inconsistent with written approvals or instructions previously given, are required by the enactment or revision of codes, laws or regulations subsequent to the preparation of such doc- uments or are due to other causes not solely within the control of the Architect. 1.7.13 Preparing Drawings, Specifications and supporting data and providing other services in connection with Change Orders to the extent that the adjustment in the Basic Compensation resulting from the adjusted Con- struction Cost is not commensurate with the services re- quired of the Architect, provided such Change Orders are required by causes not solely within the control of the Architect. 1.7.14 Making investigations, surveys, valuations, inven- tories or detailed appraisals of existing facilities, and serv- ices required in connection with construction performed by the Owner. 1.7.15 Providing consultation concerning replacement of any Work damaged by fire or other cause during con- struction, and furnishing services as may be required in connection with the replacement of such Work. 1.7.16 Providing services made necessary by the default of the Contractor, or by major defects or deficiencies in the Work of the Contractor, or by failure of performance of either the Owner or Contractor under the Contract for Construction. 1.7.17 Preparing a set of reproducible record drawings showing significant changes in the Work itlade during construction based on marked -up prints, drawings and other data furnished by the Contractor to the Architect.. 1.7:18 Providing extensive assistance in the utilization of any equipment or system such as initial start -up or testing, adjusting and balancing, preparation of operation and maintenance manuals, training personnel for operation and maintenance, and consultation during operation. 1.7.19 Providing services after issuance to the Owner of the final Certificate for Payment, or in the absence of a final Certificate for Payment, more than sixty days after the Date of Substantial Completion of the Work. 1.7.20 Preparing to serve or serving as an expert witness in connection with any public hearing; arbitration pro- ceeding or legal proceeding. 1.7.21 Providing services of consultants for other than the normal architectural, structural, mechanical and elec- trical engineering services for the Project. 1:7.22' Providing any other services not otherwise in- cluded in this Agreement or not customarily fumished in accordance with generally accepted architectural practice. 1.8 TIME 1.8.1 The Architect shall perform Basic and Additional Services as expeditiously as is consistent with professional skill and care and the orderly progress of the Work. Upon request of the Owner, the Architect shall. submit for the Owner's approval, a schedule for the performance of the Architect's services which shall be adjusted as required as the Project proceeds, and shall include allowances for peri- ods of time required for the Owner's review and approval of submissions and for approvals of authorities having jurisdiction over the Project. This schedule, when approved by the Owner, shall not, except for reasonable cause, be exceeded by the Architect. ARTICLE 2 THE OWNER'S RESPONSIBILITIES 2.1 The Owner shall provide full information regarding requirements for the. Project including a program, which shall set forth the Owner's design objectives; constraints and criteria, including space requirements and relation- ships, flexibility and expandability, special equipment and systems and site requirements. 2.2 If the Owner provides a budget for the Project it shall include contingencies for bidding, changes in the Work during construction; and other costs which are the responsibility of the Owner, including those described in this Article 2 and in Subparagraph 3.1.2. The Owner shall, at the request of the Architect, provide. a statement of funds available for the Project, and their source. AIA DOCUMENT 9741 • OIVNER- ARCHITECT AGREEMENT • THIRTEENT II EDITION • JULY 1977 • AIA'4 . 019-7, - THE AMERICAN INSTITUTE Of ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 70006 8141 -1977 5 1.04 Owner - supplied Data Coordination services consisting of predesign activities including: .01 Review and coordination of data furnished for the Project as a responsibility of the Owner .02 Assistance to Owner in obtaining existing drawings and related data. 1.05 Programming services required to establish the following detailed requirements for the Project: All Design objectives, limitations and criteria .02 Space requirements .03 Space relations .04 Number-and functional responsibilities of personnel .05 Flexibility and expansibility .06 Special equipment and systems .07 Site requirements. 1.06 Space Schematics /Flow Diagrams services consisting of diagrammatic studies and. pertinent descriptive textfor: .01 Internal functions .02 Human, vehicular and material flow patterns .03 General space allocations .04 Analysis of operating functions AS Adjacency .06 Special facilities and equipment .07 Materials handling .08 Flexibility and expansibility. 1.07 Existing Facilities Surveys services consisting of researching, assembling, reviewing and supplementing information for Projects involving alterations and additions to existing facilities ordetermining new space usage in conjunction with a new building program and including: .01 Photography A2 Field measurements .03 Review of existing design data .04 Analysis of existing structural capabilities .05 Analysis of existing mechanical capabilities .06 Analysis of existing electrical capabilities .07 Review of existing drawings for critical inaccuracies, and the development of required measured drawings. 1.08 Marketing Studies services relating to determining the social, economic and political need and accepta- bility of the Project and consisting of: .01 Determination with Owner of the scope, parameters, schedule and budget for marketing studies .02 Identification, assembly, review and organization of existing pertinent data •03 Arrangement of clearances for use of existing data .04 Mail survey studies .05 Personal survey stud_ ies .06 Analysis of data .07 Assistance in obtaining computerized analysis and modeling .08 Computerized analysis and modeling .09 Preparation of interim reports .10 Preparation of final report .11 Assistance in production of final report. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA 0 • 0 1977 - THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, .N.W., WASHINGTON, D.C.20W6 8162 -1977 1 -3 C 1.09 Economic Feasibility Studies services consisting of the preparation of economic analysis and feasibility evaluation of the Project based on estimates of: .01 Total Project cost estimates .02 Operating and owning cost estimates .03 Financing requirements .04 Cash flow for design, construction and operation .05 Return on investment studies .06 Equity requirements. 1.10 Project Financing services as required in connection with: .01 Assistance to Owner in preparing and submitting data, supplementary drawings and documentation .02 Research of financing availability .03 Direct solicitation of financing sources by the Architect. Project financing services are required for: .04 Development costs .05 Site control and /or acquisition .06 Predesign and site analysis-services .07 Planning, design, documentation and bidding services .08 Interim or construction financing .09 Permanent or long -term financing. 1.29 Project Development Scheduling services during the Predesign Phase consisting of establishing a tenta- tive schedule for predesign services, decision- making, design, documentation, contracting and construc- tion, based on determination of the Architect's services, the Owner's responsibilities and proposed design and construction procedures. 1.31 Project Budgeting services relating to development of a Predesign Phase Statement of Probable Construc- tion Cost based on programming and scheduling studies and consisting of: .01 Conversion of programmed requirements to net area requirements .02 Development of initial approximate gross facility areas .03 Evaluation of construction market conditions • .04 Application of unit cost data to gross areas .05 Estimates of related costs such as site development, landscaping, utilities, services, furniture, equip- ment and design services. 1.33 Presentations services consisting of presentations of Predesign Phase analyses and recommendations by the Architect to the following client representatives: .01 Owner .02 Building committee(s) .03 Staff committee(s) .04 User group(s) .05 Board(s) of Directors .06 Financing entity (entities) .07 Owner's consultant(s). NOTE: Preparation of special presentation materials is a service to be identified, if relevant, under Agency Consulting /Review /Approval (1.03) or as a supplemental service identified in Phase 9 of the Schedule of Designated Services under Renderings (9.61) or in Phase 9 under Model Construction (9.63). AIA DOCUMENT 6167 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • ® 1977 1-4 B162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C.2OWS ti. Attest: SCHEDULE OF DESIGNATED SERVICES PHASE 2:- SITE ANALYSIS SERVICES PROJECT: Recreation Center Rehabilitatio PROJECT ##: DATE:'4 /7/87 The Owner and the Architect, respectively, shall provide for this Phase of the Project those services ' QJ a ppropriately designated and assigned below and iu z described subsequently. v > c O NER((s n - - r y r ti c y y a z c ° n o c . lJ Yor on Q Q 3 O ` o .. $ a a HI Ign m 7 mO, - m� m Q �, m¢ y Z .L..1 E _ - -v 2.01 Project A mini lion O 2.02 Disciplines Coordination/ /Document Checking O 2.03 Agency Consulting/Review /Approval - - - O 2.04 Owner - Supplied Data Coordination - - - - O 2.13 Site Analysis and Selection O 2,14 Site Development Planning - = O 2,15 Detailed Site Utilization Studies - O 2.16 On -Site Utility Studies -- O 2.17 Off =Site Utility Studies - O 2.18 Environmental Studies and Reports 0 2.19 Zoning Processing Assistance = - O _ 2.29 Project Development Sc edu ing - 2.31 Project Budgeting _ f.� 2.33 Presentations - Cl METHODS OF CO_ MPENSATION A = Multiple of Direct Salary Expense E = Stipulated Sum B = Multiple of Direct Personnel Expense F =Hourly Billing Rates C = Professional Fee Plus Expenses G = Multiple of Amounts Billed to Architect D= Percentage of Construction Cost H = Other: °Re(jUIf CS 5l•tlarat(: auihnrizatirrn and compensatiiin - - - -- -- -- - - - -- � WwmcmT eiez • SCOPE OF-,DESIGNATED SERVICES • NOVEMBER 1977 EDITION i AIA® • 01977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 6162.1977 2.1 C C DESCRIPTION OF DESIGNATED SERVICES PHASE 2 —SITE ANALYSIS SERVICES In the Site Analysis Phase the Owner and the Architect, respectively, shall provide those services designated in the Schedule of Designated Services, necessary to establish site - related limitations and requirements• for the Project. Some of the described services will be provided during predesign activities and some during other Phases of Project design. Grouping herein is for convenience to identify the site analysis services required for the Project. The following descriptions 'shall apply to those services assigned in the Schedule of Designated Services as the responsibility of the parry indicated therein. 2.01 Project Administration services consisting of site - related administrative functions including: .01 Initial site consultation .02 Site - related research .03 Conferences .04 Communications .05 Travel time .06 Progress reports .07 Direction of the work of in -house architectural personnel. 2.02 Disciplines Coordination /Document Checking services consisting of site analysis activities for: .01 Coordination between the architectural work and the work of engineering and other involved dis- ciplines for the Project .02 Review and checking of documents prepared for the Project. 2.03 Agency Consulting/Review /Approval services consisting of site - related activities including; .01 Agency consultations .02 Research of critical applicable regulations .03 Research of community attitudes .04 Preparation of written and graphic explanatory materials .05 Appearances on Owner's behalf at agency and community meetings. The services apply to applicable laws, statutes, regulations and codes of regulating entities and to reviews required of user or community groups with limited or no statutory authority but significant influence on approving agencies and individuals, including: .06 Local political subdivisions .07 Planning boards .08 County agencies .09 Regional agencies .10 Federal agencies .11 User organizations .12 Community organizations .13 Consumer interest organizations .14 Environmental interest groups. AIA DOCUMENT 9162 •SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • ® 1977 2 -2 8162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006. N n ('�\ ice, % ' 2.04 Owner - supplied Data Coordination services consisting of site- related activities including: .01 Review and coordination of data furnished for the Project as a responsibility of the Owner .02 Site visits required to establish criteria .03 Assistance to the Owner in obtaining existing title information and contracting for surveys, surface site data and subsurface site data .04 Assistance to Owner in contracting for new boundary, surface and subsurface.site data .05 Site photography.. 2.13 Site Analysis and Selection-services consisting of: .01 Identification of potential site(s) .02. On -site investigations .03 Movement systems, traffic and parking studies .04 Topography analysis .05 Analysis of deed, zoning and other legal restrictions .06 Studies of availability of labor -force to staff Owner's facility .07 Studies of availability of construction materials, equipment and labor .08 Studies of construction market .09 Overall site analysis and evaluation .10 Comparative site studies. 244 Site Development Planning services consisting of preliminary site analysis, and preparation and compara- tive evaluation of conceptual site development designs, based on: .01 land utilization .02 Structures placement .03 Facilities development .04 Development phasing .05 Movement systems, circulation and parking .06 Utilities systems .07 Surface and subsurface conditions .07 Ecological requirements .09 Deeds, zoning and other legal restrictions .10 Landscape concepts and forms. 2.15 Detailed Site Utilization Studies consisting of detailed site analysis, based on the approved conceptual site development design, including: .01 Land utilization .02 Structures placement .03 Facilities development .04 Development phasing .05 Movement systems, circulation and parking .06 Utilities systems .07 Surface.and subsurface conditions .08 Review of soils report .09 Vegetation .10 Slope analysis .11 Ecological studies .12 Deeds, zoning and other legal restrictions .13 Landscape forms and materials. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA 0 • ® 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C120006 6162- -1977 2 -3 2.16 On -site Utility Studies services consisting of establishing requirements and preparing initial designs for on -site: .01 Electrical service and distribution .02 Gas service and distribution .03 Water supply and distribution .04 Site drainage .05 Sanitary sewer collection and disposal .06 Process waste water treatment .07 Storm water collection and disposal .08 Central -plant mechanical systems .09 Fire systems .10 Emergency systems .11 Security .12 Pollution control .13 Site illumination .14 Communications systems. NOTE: Master planning of on -site utilities for future development is a service to be identified, if relevant, in Phase 9 of the Schedule of Designated Services under Special Studies (9.61). 2.17 Off -site Utility Studies services consisting of: .01 Confirmation of location, size and adequacy of utilities serving the site .02 Determination of requirements for connections to utilities .03 Planning for off -site utility extensions and facilities .04 Design of off -site utility extensions and facilities. 2.18 Environmental Studies and Reports services consisting of: .01 Determination of need or requirements for environmental monitoring, assessment and/or impact statements .02 Ecological studies .03 Preparation of environmental assessment reports .04 Preparation of environmental impact reports 05 Attendance at public meetings and hearings .06 Presentations to governing authorities. NOTE: Environmental Monitoring is a service to be identified, if relevant, in Phase 9 of the Schedule of Desig- nated Services (9.69). 2.19 Zor .01 .02 .03 .04 ing Processing Assistance services consisting of: Assistance in preparing applications Development of supporting data Preparation of presentation materials Attendance at public meetings and hearings. 2.29 Project Development Scheduling services during the Site Analysis Phase consisting of establishing a tentative schedule for site analysis services, site- related decision- making, design, documentation, con- tracting and construction based on determination of the Architect's services, the Owner's responsibilities and proposed design and construction procedures. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • m 1977 24 8162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W.; WASHINGTON, D.C. 20006 231 Project Budgeting services relating to development of a Statement of Probable Construction Cost for site- related work based on programming and scheduling of site work and consisting of the application of unit cost data for: .01 Site grading .02 On -site utilities .03 Utilities connections .04 Off -site utilities work .05 Drainage .06 Paving .07 Site.lighting .08 Lawn and landscaping work .09 Site furniture. 233 Presentations services consisting of presentations of Site Analysis studies, reports and data by the Archi- tect to the following client representatives: .01 Owner .02 Building committee(s) .03 Staff committee(s), .04 User group(s) .05 Board(s) of Directors .06 Financing entity(entities). NOTE: Preparation of special presentation materials is a service to be identified, if relevant, under Agency Consulting /Review /Approval (2.03) or as a supplemental service identified in Phase 9 of the .Schedule of Designated Services under Renderings (9.62) or in Phase 9 under Model Construction (9.63). AIA DOCUMENT 8162 - SCOPE OF DESIGNATED SERVICES- NOVEMBER 1977 EDITION - AIA ® - ® 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C.2OW6 8162 -1977 2 -5 r , r r r r r r I r t Attest SCHEDULE OF DESIGNATED SERVICES PHASE 3: SCHEMATIC DESIGN SERVICES PROJECT:Recreation Center Rehabilitatio PROJECT #: DATE:4 /7/87 The Owner and the Architect, respectively, shall provide for this Phase of the Project those services d appropriately designated and assigned below and �_ described subsequently. u u 2 u L " �^ 2 o �O r z v v c> C u s `p d .0 o c ER si n yor Ror# tt � C�il s n m m' O m to C13 Z� E. v 3.01 Project Administration 3.02 Disciplines Coordination /Document Checking O 3.03 Agency Consulting/Review /Approval O 3.04 Owner- Supplied Data Coordination _. . 3.21 Architectural Design /Documentation 0 3.22 Structural Design /Documentation O 123 Mechanical Design/Documentation O 3.24 Electrical Design /Docurentation O 3.2S Civil Design /Documentation O 3.26 Landscape Design /Documentation O 3.27 Interior Design /Documentation O 3.28 Materials Research /Specifications 3.29 Project Development Scheduling 3.32 Statement of Probable Construction Cost r� 133 Presentations METHODS OF COMPENSATION A = Multiple of Direct Salary Expense E = Stipulated Sum 0 = Multiple of Direct Personnel Expense F = Hourly Fulling Rates C = Professional Fee Plus Expenses G = Multiple of Amounts Fulled to Architect D = Percentage of Construction Cost H = Other: •Requiressenarate authorization and compensation AIA DOCUMENT 8162 - SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA® • 01977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK, AVENUE, N.W., WASHINGTON, D.C. 20006 B162 -1977 3-1 DESCRIPTION OF DESIGNATED SERVICES PHASE 3— SCHEMATIC DESIGN SERVICES In the Schematic Design Phase the Owner and the Architect, respectively, shall provide those services,desig- nated in the Schedule of Designated Services necessary to prepare Schematic Design Documents consisting of drawings and other documents illustrating the general scope, scale and relationship of Project components for approval by the Owner. Designs will be conceptual in character and based on the requirements developed under previous phases and approved by the Owner, or on program requirements provided by the Owner and reviewed and agreed upon by the Architect. The follgwing descriptions shall apply to those services assigned in the Schedule of Designated Services as the responsibility of the party indicated therein. 3.01 Project Administration services consisting of schematic design administrative functions including: .01 Consultation .02 Research :03 Conferences .04 Communications .05 Travel time .06 Progress reports .07 Direction of the work of in -house architectural personnel. 3.02 Disciplines Coordination/Document Checking services consisting of schematic design activities for: .01 Coordination between the architectural work and the work of engineering and other involved dis- ciplines for the Project .02 Review and checking of documents prepared for the Project. 3.03 Agency Consulting/Review /Approval services consisting of schematic design activities including: .01 Agency consultations .02 Research of critical applicable regulations .03 Preparation of written and graphic explanatory materials .04 Appearances on Owner's behalf at agency and community meetings. The services apply to applicable laws, statutes, regulations and..sgdes of regulating entities and to reviews required of user or community groups with limited or no statutory authority but significant influence on approving agencies and individuals, including: .05 Local political subdivisions .06 Planning boards .07 County agencies .08 Regional agencies .09 Federal agencies .10 User organizations .11 Community organizations .12 Consumer interest organizations .13 Environmental interest groups. 3.04 Owner - supplied Data Coordination services consisting of schematic design activities including: .01 Review and coordination of data furnished for the Project as a responsibility of the Owner .02 Assistance in establishing criteria .03 Assistance in obtaining data. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION' AIA ® • 0'1977 3 -2 8162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON; D.C. 20006 3.21 Architectural Design /Documentation services during the Schematic Design Phase responding to program requirements and consisting of preparation of: .01 Conceptual site and building plans .02 Preliminary sections and elevations .03 Preliminary selection of building systems and materials .04 Development of approximate dimensions, areas and volumes .05 Perspective sketch(es) .06 Study model(s). 3.22 Structural Design /Documentation services during the Schematic Design Phase consisting of'recommen- dations regarding basic structural materials and systems, analyses, and development of conceptual design solutions for: .01 A predetermined structural system .02 Alternate structural systems. 3.23 Mechanical Design/Documentation services during the Schematic Design Phase consisting of considera- tion of alternate materials, systems and equipment, and development of conceptual design solutions for: •. .01 Energy source(s) .02 Energy conservation .03 Heating and ventilating .04 Air conditioning .05 Plumbing .06 Fire protection .07 Special mechanical systems .08 Process systems .09 General space requirements. 3.24 Electrical Design /Documentation services during the Schematic Design Phase consisting of consideration of alternate systems, recommendations regarding basic electrical materials, systems and equipment, analyses, and development of conceptual design solutions for: .01 Power service and distribution .02 Lighting .03 Telephones .04 Fire detection and alarms .05 Security systems .06 Electronic communications .07 Special electrical systems .08 General space requirements. 3.25 Civil Design /Documentation services during the Schematic Design Phase consisting of consideration of alternate materials and systems and development of conceptual design solutions for: .01 On -site utility systems .02 Off -site utilities work .03 Fire protection systems .04 Drainage systems .05 Paving. AIA DOCUMENT 0162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • m 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, O.C. 20006 8162- 1977 3-3 3.26 Landscape Design/Documentation services during the Schematic Design Phase consisting of considera- tion of alternate materials, systems and equipment and development of conceptual design solutions for land forms, lawns and plantings based on program requirements, physical site characteristics, design objectives and environmental determinants. 3.27 Interior Design/Documentation services during the Schematic Design Phase consisting of space.alloca- tion and utilization plans based on functional relationships, consideration of alternate materials, systems and equipment and development of conceptual design solutions for architectural, mechanical, electrical and equipment requirements in order to establish: .01 Partition locations .02 Furniture and equipment layouts. 3.28 Materials Research /Specifications services during the Schematic. Design Phase consisting of: .01 Identification of potential architectural materials, systems and equip "ment and their criteria and quality standards consistent with the conceptual design. 02 Investigation of availability and suitability of alternative architectural materials, systems and equip- ment I .03 Coordination of similar activities of other disciplines. 3.29 Project Development Scheduling services during the Schematic Design Phase consisting of reviewing and updating previously established Project schedules or initial development of Project schedules (if not previously established) for decision- making, design, documentation, contracting and construction. 3.32 Statement of Probable Construction Cost services during the Schematic Design Phase consisting of development of a probable construction cost range for the Project based on the most recent schematic design studies, current and historic area, volume, or other unit costs, expected Project delivery process, and appropriate contingencies. ' 333 Presentations services consisting of presentations of Schematic Design Documents by the Architect to the following client representatives: .01 Owner .02 Building committee(s) .03 Staff committee(s) .04 User group(s) .05 Board(s) of Directors .06 Financing entity(enties) .117 Owner's consultant(s). NOTE: Preparation of special presentation materials is a service to be identified, if relevant, under Agency Consulting /Review /Approval (3.03) or as a supplemental service identified in Phase 9 of the Schedule of Designated Services under Renderings (9.62) or in Phase 9 under Model Construction (9.63). AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • 0 1977 34 8162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N, W., WASHINGTON, D.C.20M Attest n u SCHEDULE OF DESIGNATED SERVICES PHASE 4: DESIGN DEVELOPMENT SERVICES PROJECT:Recreation Center Rehabilitatio PROJECT #: DATE: 4/7/87 The Owner and the Architect, respectively, shall provide for this Phase of the Project those services 6 „ y appropriately designated and assigned below and a o �_ — "a described subsequentl . 1. C Q U V U u1 (Q FR n V yor on i v u-0 c 33 c �•o o v. ty 14.01 Q< O 4 t v ,' E ?c FII rEC f (ti an m' m O m_ m' �C Z L v Project A ministration O 4.02 Disciplines Coordination /Document Checking O 4.03 Agency Consulting/Review /Approval O 4•.04 Ownef-Supplied Data Coordination 4.21 Architectural Design /Documentation 4.22 Structural Design /Docurnentatiuti O 4.23 Mechanical Design /Documentation O 4:24 Electticaf Design /Documentation O 4.25 Civil Design / Docurentation O , 4.26 Landscape Design /Documentation O 4.27 Interior Design /Documentation 4.28 Materials Research/Specifications, O 4.29 Project Development Scheduling O 4.32 Statement of Probable Construction Cost O 4:33 Presentations O METHODS OF COMPENSATION A = Multiple of Direct Salary Expense E = Stipulated Sum B = Multiple of Direct Personnel Expense F = Hourly Billing Rate% C = Professional Fee Plus Expenses G = Multiple of Amounts Billed to Architect D = Percentage of Construction Cost H = Other: 'Requires separate authorization and compensation AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA® • 01977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N,W., WASHINGTON, D.C. 20006 B162-1077 4 -1 s DESCRIPTION OF DESIGNATED SERVICES PHASE 4- DE5IGN DEVELOPMENT SERVICES In the Design Development Phase the Owner and the Architect, respectively, shall provide those services.desig- nated in the Schedule of Designated Services necessary to prepare from_ the approved Schematic Design Docu- ments, for approval by the Owner, the Design Development Documents consisting, of drawings and other documents to fix and describe the size and character of the entire Project, including architectural, structural, mechanical and electrical systems, materials and such other elements as may be appropriate. Consideration shall be given to availability of materials, equipment and labor, construction sequencing and scheduling, eco- nomic analysis of construction and operations, user safety and maintenance requirements, and energy con- servation: The following descriptions shall apply to those services assigned in the Schedule of Designated Serv- ices as the responsibility of the party indicated therein. 4.01 Project Administration services consisting of design development administrative functions including: .01 Consultation .02 Research. .03 Conferences .04 Communications .05 Travel time .06 Progress reports .07 Direction of the work of in -house architectural personnel. 4.02 Disciplines Coordination /Document Checking services consisting of design development activities for: .01 Coordination between the architectural work and the work of engineering and other involved dis- ciplines for the Project .02 Review and checking of documents prepared for the Project. 4.03 Agency Consulting/Review /Approval services consisting of design development activities including: .01 Agency consultations _02 Research of applicable regulations .03 Preparation of written and graphic explanatory materials .04 Appearances on Owner's behalf at agency and community meetings. The services apply to applicable laws, statutes, regulations and codes of regulating entities and to reviews required of user or community groups with limited or no statutory authority but significant on approving agencies and individuals, including: .05 local political subdivisions .06 Planning boards .07 County agencies .08 Regional agencies .09 Federal agencies .10 User organizations .11 Community organizations .12 Consumer interest organizations .13 Environmental interest groups. AIA DOCUMENT 8162 •SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • 0 1977 4-2 B162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W.; WASHINGTON, D.C. 20006 4.04 Owner - supplied Data Coordination services consisting of design development activities including: .01 Review and coordination of data furnished for the Project as a responsibility of the Owner .02 Assistance in establishing criteria .03 Assistance in obtaining data. 4.21 Architectural Design/Documentation services during the Design Development Phase consisting of con- tinued development and expansion of architectural Schematic Design Documents to establish the final scope, relationships, forms, size and appearance of the Project through: .01 Plans, sections and elevations .02 Typical construction details .03 Three dimensional sketch(es) .04 Study model(s) .05 Final materials selections .06 Equipment layouts NOTE: Furniture, furnishings and interior equipment layouts are a service to be identified, if relevant, under Interior Design /Documentation (4.27). 4.22 Structural Design /Documentation services during the Design Development Phase consisting of continued development of the specific structural system(s) and Schematic Design Documents in sufficient detail to establish: .01 Basic structural system and dimensions .02 Final structural design criteria .03 Foundation design criteria ` .04 Preliminary sizing of major structural components .OS Critical coordination clearances .06 Outline Specifications or materials lists. 4.23 Mechanical Design /Documentation services during the Design Development Phase consisting of con- tinued development and expansion of mechanical Schematic Design Documents and development of outline Specifications or materials lists to establish: .01 Approximate equipment sizes and capacities .02 Preliminary equipment layouts .03 Required space for equipment .04 Required chases and clearances .05 Acoustical and vibration control .06 Visual impacts .07 Energy conservation measures. 4.24 Electrical Design /Documentation services during the Design Development Phase consisting of continued development and expansion of electrical Schematic Design Documents and development of outline Specifications or materials lists to establish: .01 Criteria for lighting, electrical and communications systems .02 Approximate sizes and capacities of major components .03 Preliminary equipment layouts .04 Required space for equipment .05 Required chases and clearances. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® - ® 1977 THE: AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 8162- 1977 4-3 4.25 Civil Design /Documentation services during the Design Development Phase consisting of continued development and expansion of civil Schematic. Design Documents and development of outline Specifi- cations or materials lists to establish the. final scope and preliminary'details for on -site and off -site civil �.. engineering work. 4.26 Landscape Design /Documentation services during the Design Development Phase consisting of continued development and expansion of landscape Schematic Design Documents and development of ;Outline Specifications or materials lists to establish final scope and preliminary details for landscape work. 4.27 Interior Design /Documentation services during the Design Development Phase consisting of continued development and expansion of interior Schematic Design Documents and development of outline Specifications or materials lists to establish final scope and preliminary details relative to: .01 Interior construction of the Project .02 Special interior design features .03 Furniture, furnishings and equipment selections .04 Materials and finishes and colors. 4.28 Materials Research /Specifications services during the Design Development Phase consisting of activities by in- house architectural personnel in: .01 Presentation for Owner's approval of proposed General and Supplementary Conditions of the Con- tract for Construction for Owner's approval .02 Development of architectural outline Specifications or itemized lists and brief form identification of significant architectural materials, systems and equipment and their criteria and quality standards .03 Coordination of similar activities of other disciplines .04 Production of design manual including design criteria and outline-Specifications or materials lists, 4.29 Project Development Scheduling services during the Design Development Phase. consisting of reviewing and updating previously established schedules for the Project. 442 Statement of Probable Construction Cost services during the Design Development Phase consisting of updating and refining the Schematic Design Phase Statement of Probable Construction Cost of the Project, taking into consideration: .01 Availability of materials and labor .02 Project delivery procedures .03 Construction sequencing and scheduling .04 Changes in scope of the Project .05 Adjustments in quality standards. 4.33 Presentations services consisting of presentations of Design' Development Drawings and other docu- ments by the Architect to the following client representatives: .01 .02 :03 .04 .05 .06 .07 Owner Building comrnittee(s) Staff committee(s) User group(s) Board(s) of Directors Financing entity(entities) Owner's consultant(s). NOTE: Preparation of special presentation materials is a service to be identified, if relevant, under Agency Consulting /Review /Approval (4.03) or as a supplemental service identified in Phase 9 of the Schedule of Designated Services under Renderings (9.62) or in Phase 9 under Model Construction (9.63). AIA DOCUMENT 8162• SCOPE OF DESIGNATED SERVICES • NOVEMBER 1477 EDITION - AIA 8 • a 1977 4-4 8162 -7977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W. WASHINGTON, D.C. 20006 Attest SCHEDULE OF DESIGNATED SERVICES PHASE 5: CONSTRUCTION DOCUMENTS SERVICES PROJECTRecreation Center Rehabilitation PROJECT #: DATE: 4/7/87 The Owner and the Architect, respectively, shall provide for this Phase of the Project those services a .. appropriately designated and assigned below and N a $ '� described subsequently. 'Z ° L ;; „v, o a y w Vl y¢ r C o• y _ •„ O N O i ted or Ron D i L 2 c v Q�� c c s a S Cty T m e O m ¢ m< z r Z E A EC le M _ v 5.01 Project AldminiAration O 5.02 Disciplines Coordination /Document Checking O 5.03 Agency Consulting/RevieW /Approval 0 5.04 Owner- Supplied Data Coordination O 5.21 Architectural Design /Documentation O _ 5.22 Structural Design /Documentation O 5.23 Mechanical Design /Documentation O 5.24 Electrical Design /Documentation O 5.25 Civil Design /Documentation O 5.26 Landscape Design /Documentation O 5.27 Interior Design /Documentation O 5.28 Materials Research /Specifications O 5.30 Special Bidding Documents/Scheduling 5.32 Statement of Probable Construction Cost O 5.33 Presentations O METHODS OF COMPENSATION A = Multiple of Direct Salary Expense E = Stipulated Sum B = Multiple of Direct Personnel Expense F = Hourly Billing Rates C = Professional Fee Plus Expenses G = Multiple of Amounts Billed to Architect D= Percentage of Construction Cost H = Other: 'Requires u•paum- autlimiiation and compensation AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA9 • 01977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 6162 -1977 5-1 DESCRIPTION OF DESIGNATED SERVICES PHASE 5— CONSTRUCTION DOCUMENTS SERVICES In the Construction Documents Phase the Owner and the. Architect, respectively, shall provide those .services designated in the Schedule of Designated Services necessary to prepare, from the approved Design Develop- ment Documents, for approval by the Owner, Construction Documents consisting of Drawings, Specifications and other documents setting forth in detail the requirements for construction of the Project and bidding and contracting for the construction of the Project. The following descriptions shall apply to those services assigrLed in the Schedule of Designated Services as the responsibility of the party indicated therein. 5.01 Project Administration services consisting of construction documents administrative functions including: .01 Consultation .02 Research .03 Conferences .04 Communications .05 Travel time .06 Progress reports .07 Direction of the work in -house architectural personnel 5.02- Disciplines Coordination/Document Checking services-consisting of construction documents activities for: .01 Coordination between the architectural work and the work of engineering and Other involved dis- ciplines for the Project .02 Review and checking of documents prepared for the Project. 5.03 Agency Consulting/Review /Approval services relating to applicable laws, statutes, regulations and codes of regulating entities and consisting of Construction Documents Phase activities for: .01 Agency consultations .02 Research of applicable regulations .03 Appearances on Owner's behalf at agency meetings. S.04 Owner - supplied Data Coordination services consisting of activities relating to the construction docu- ments including: .01 Review and coordination of data furnished for the Project as a responsibility of the Owner .02 Assistance in establishing criteria .03 Assistance in obtaining data. 5:21 Architectural Design /Documentation services during the Construction Documents Phase consisting of preparation of Drawings based on approved Design Development Documents setting forth in detail the architectural construction requirements for the Project. NOTE: Preparation of architectural Specifications is a service, to be identified, if relevant, under Materials Research /Specifications (5.28). AIA DOCUMENT B162 - SCOPE OF DESIGNATED SERVICES NOVEMBER. 1977 EDITION - AIA ® - m 1977 5 -2 6162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1736 NEW YORK AVENUE; N.W., WASHINGTON, D.C. zom 5.22 Structural Design /Documentation services during the Construction Documents Phase consisting of prep- aration of final structural engineering calculations, Drawings and Specifications based on approved Design Development Documents, setting forth in detail the structural construction requirements for the Project. 513 Mechanical Design /Documentation services during the Construction Documents Phase consisting of preparation of final mechanical engineering calculations, Drawings and Specifications based on approved Design Development Documents, setting forth in detail the mechanical construction requirements for the Project. 5.24 Electrical Design/Documentation services during the Construction Documents Phase consisting of prep- aration of final electrical engineering calculations, Drawings and Specifications based on approved Design Development Documents, setting forth in detail the electrical construction requirements for the Project. 525 Civil Design /Documentation services during the Construction Documents Phase consisting of prepara- tion of final civil engineering calculations, Drawings and Specifications based on approved Design Development Documents, setting forth in detail the civil construction requirements for the Project. 5.26 Landscape Design/Documentation services during the Construction Documents Phase consisting of preparation of Drawings and Specifications based on approved Design Development Documents, setting forth in detail the landscape requirements for the Project.. 5.27 Interior Design /Documentation services during the Construction Documents Phase consisting of prepa- ration.of Drawings, Specifications and furnishings, furniture and equipment schedules based on approved Design Development Documents, setting forth in detail the requirements for interior construction and for furniture, furnishings and equipment for the Project. 5:28 Materials Research /Specifications during the Construction Documents Phase consisting of activities of in- house architectural personnel in: .01 Assistance to the Owner in development and preparation of Bidding Documents which describe the time, place and conditions of bidding, bidding forms, and the form(s) of Agreement between the Owner and Contractor(s) .02 Assistance to the Owner in development and preparation of the Conditions of the Contract (Gen- eral, Supplementary, and other Conditions) .03 Development and preparation of architectural Specifications describing materials, systems and equipment, workmanship, quality and performance criteria required for the construction of the Project .04 Coordination of the development of Specifications by other disciplines .OS Compilation of Project Manual including Conditions of the Contract, Bidding Documents and Specifications. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES - NOVEMBER 1977 EDITION - AIA ® - m 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 8162- 1977 5-3 f 1 j 5.30 Special Bidding Documents /Scheduling services during the Construction Documents Phase consisting oh .01 Preparation and coordination of special Drawings and Specifications for obtaining bids or prices on alternate subdivisions of the Work .02 Preparation and coordination of special Drawings and Specifications for obtaining alternate bids or prices on changes in the scope of the Work .03 Preparation and coordination of Drawings, Specifications, Bidding Documents and schedules for out -of- sequence bidding or pricing of subdivisions of the Work .04 Preparation and coordination of Drawings, Specifications and Bidding Documents for multiple prime contracts for subdivisions of the Work .05 Review and update of established schedules for the Project. 532 Statement of Probable Construction Cost services during the Construction Documents Phase consisting of advising the Owner of any adjustments to, and, when the Construction Documents are approximately 90 percent complete, updating of the Design Development Phase Statement of Probable Construction Cost of the Project, taking into account: .01 Changes in materials, systems or details of construction which have occurred during preparation of the Construction Documents .02 Known changes in the cost of materials,. labor and services since preparation of the previous State - ment of Probable Construction Cost .03 Adjustments for known or anticipated changes in the bidding market relative to the Project. 1. 5.33 'Presentations services consisting of presentations of, Construction Documents and special presentation graphic displays by the Architect to the following client representatives: .01 Owner .02 Building committee(s) .03 Staff committee(s) .04 .User group(s) .05 Board(s) of Directors .06 Financing entity(entities) .07 Owner's consultant(s). NOTE: Preparation of special presentation materials is a service to be identified, if relevant, under Agency Consulting /Review /Approval (5.03) or as a supplemental service identified in Phase 9 of the Schedule of Designated Services under Renderings (9.62) or in Phase 9 under Model Construction (9.63). 5-4 8162 -1477 AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • ® 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20066 Attest i� SCHEDULE OF DESIGNATED SERVICES PHASE 6: BIDDING OR NEGOTIATIONS SERVICES PROJECT:Recreation Center Rehabilitatio PROJECT #: DATE: 4/7/87 The Owner and the Architect, respectively, shall provide for this Phase of the Project those services appropriately designated and assigned below and u p u ` ;+ a '> described subsequentl y' v u Z g s - p 0 �. .d., y u u^ �./ R(1 Ron O ° yor n' z Z 4A � Q T= V VI s C � C yy A GTIT CT (i a m' m' O m' m m m Q Z CJ 6.01 Project A mints on O 6.02 Disciplines Coordination /Document Checking 0 6.03 Agency Corisulting/Review /Approval O 6.04 Owner - Supplied Data Coordination O 6.34 Bidding Materials O 6.35 Addenda O 6.36 Bidding/Negotiations O 6.37 Analysis of Alternates /Substitutions O 6.38 Special Bidding Services O 6.39 Bid Evaluation 6.40 Construction Contract Agreements O METHODS OF COMPENSATION A = Multiple of Direct Salary Expense E = Stipulated Sum B = Multiple of Direct Personnel Expense F = Hourly Billing Rates C =Professional Fee Plus Expenses G = Multiple of Amounts Billed to Architect D = PercentaRe of Construction Cost H = Other: 'Requires separate authorization and compensation AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA® • 01977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 9162 -1977 6-1 DESCRIPTION OF DESIGNATED SERVICES PHASE 6— RIDDING OR NEGOTIATIONS SERVICES In the Bidding or Negotiations Phase the Owner and the Architect, respectively, following the Own&s:approval of the Construction Documents and of the most recent Statement of Probable Construction Cost, shall provide those services designated in the Schedule of Designated Services necessary for the Architect to assist the Owner in obtaining bids or negotiated proposals and in awarding and preparing contracts for construction. In the case of phased construction, the Owner may authorize bidding and /or negotiation of portions of the Work prior to completion of the Construction Documents Phase. The following descriptions shall apply to those services assigned in the Schedule of Designated Services as the responsibility of the party indicated therein. 6.01 Project Administration services consisting of bidding or negotiation administrative functions including: .01 Consultation .02 Research .03 Conferences .04 Communications ; .05 Travel time .06 Progress reports .07 Direction of the work of in -house architectural personnel 6.02 Disciplines Coordination/Document Checking services consisting of bidding or negotiation activites for: .01 Coordination between the architectural work and the.work of engineering and other involved dis- ciplines for the Project A2 Review and checking of documents prepared for the Project. . 6.03 Agency Consulting /Review /Approval services during the Bidding,or Negotiations Phase relating to appl- cable laws, statutes, regulations and codes of regulating entities relating to the Owner's interests before construction begins. 6.04 Owner - supplied Data Coordination services consisting of activities relating to bidding or negotiation including: .01 Review and coordination of data furnished for the Project as a responsibility of the Owner .62 Assistance in establishing criteria .03 Assistance in obtaining data 6.34 Bidding Materials services consisting of organizing and handling Bidding_ Documents for: .01 Coordination .02 Reproduction .03 Completeness review .04 Distribution .05 Distribution records .06 Retrieval .07 Receipt and return of document deposits .08 Review, repair and reassembly of returned materials. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES !.NOVEMBER 1977 EDITION • AIA ®• m 1977 6 2 6762 -T 977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C.1*6 635 Addenda services consisting of preparation and distribution of Addenda as may be required during bid - ding or negotiation and including supplementary Drawings, Specifications, instructions and notice(s) of changes in the bidding schedule and procedure. 6.36 Bidding/Negotiations services consisting of: .01 Assistance to Owner in establishing list of Bidders or proposers .02 Prequalification of Bidders or proposers .03 Participation in pre -bid conferences .04 Responses to questions from Bidders or proposers and clarifications or interpretations of the Bid- ding Documents .05 Attendance at bid opening(s) .06 Documentation and distribution of bidding results. 6.37 Analysis of Altemates /Substitutions services consisting of consideration, analyses, comparisons, and rec- ommendations relative to alternates or substitutions proposed by Bidders or proposers either prior or subsequent to receipt of Bids or proposals. 6.38 Special Bidding Services consisting.of: .01 Attendance at bid openings, participation in negotiations, and documentation of decisions for multiple contracts or phased construction .02 Technical evaluation of proposals for building systems .03 Participation in detailed evaluation procedures for building systems proposals. 639 Bid Evaluation services consisting of: .01 Validation of Bids or proposals .02 Participation in reviews of Bids or proposals .03 Evaluation of Bids or proposals .04 Recommendation on award of Contract(s) .05 Participation in negotiations prior to or following decisions on award of the Contract(s) for Construction. 6.40 Construction Contract Agreements services consisting of: .01 Notification of Contract award(s) .02 Assistance in preparation of construction contract Agreement forms for approval by Owner .03 Preparation and distribution of sets of Contract Documents for execution by parties to the Con- tracts) .04 Receipt, distribution and processing, for Owner's approval, of required certificates of insurance, bonds and similar documents AS Preparation and distribution to Contractor(s), on behalf of the Owner, of notice(s) to proceed with the Work. AIA DOCUMENT 0162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • m 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1135 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 8162- 1977 6-3 Attest: SCHEDULE OF DESIGNATED SERVICES PHASE 7: CONSTRUCTION CONTRACT ADMINISTRATION SERVICES PROJECTRecreat -ion Center Rehabilitation PROJECT #: DATE: 4/7/87 The (honer and the Architect, respectively, shill provide for this Phase of the Project those services u appropriately designated and assigned below and N `o :; a .Z > described subsequently. v UU u n ° C o v a y g o'cl n o d n O o ¢ i m > m O - > m m m o Z - - a o U 7.01 Project 1 ation O 7.02 Disciplines Coordination/Document Checking O 7.03 Agency Consulting/Review /Approval 0 7.04 Owner- Supplied Data Coordination O 7.41 Office Contstructiinl Administration 0 7.42 Construction Field Observation O 7.43 Project Representation O 7.44 Inspection Coordination O 7.45 Supplemental. Documents — 7.46 Quotation Requests /Change Orders . O 7.47 Project Schedule Monitoring O 7.48 Construction Cost. Accounting O 7.49 Project Closeout O - METHODS OF COMPENSATION A =N4ultiple of Ilirect Salary Expense E = StiPUlated Sinn 13 = Altihiplo of Direr t Personnel Expense F =I Iourly Billing; Rates C - Professional Pee I'lus Expenses G = Multiple of Aniounts Billed to Architect 1)— Pcacentage of ConstrUCtinn COSt I I = Other: - - - 'Beguile. stpai -ate aulhoriatiun and cumpenc.0 ion - _. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA® • 01977 1 H AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 8162 -1977 7 -1 DESCRIPTION OF DESIGNATED SERVICES PHASE 7— CONSTRUCTION CONTRACT ADMINISTRATION SERVICES In the Construction Contract Administration Phase the Owner and the Architect, respectively, shall• provide those services designated in the Schedule of Designated Services necessary for the administration of. the con- struction contract as set forth in the General Conditions of the Contract for Construction. Unless otherwise provided in the Schedule of Designated- Services, the Architect's duties and responsibilities during construction shall be as set forth in the Agreement between Owner and Architect for Designated Services. The following descriptions shall apply to those services assigned in the Schedule of Designated Services as the responsibility of the party indicated therein. 7.01 Project Administration services consisting of construction contract administrative functions including: .01 Consultation .02 Research .03 Conferences .04 Communications .05 Travel time .06 Progress reports .07 Coordination of out -of- normal- sequence construction operations .08 Coordination of multiple -prime construction contracts .09 Coordination of work by the Owner's forces .10 Direction of the work of in -house architectural personnel. 7.02 Disciplines Coordination/Document Checking services consisting of construction contract administration activities for: .01 Coordination between the architectural work and the work of engineering and other involved dis- ciplines for the Project .02 Review and checking of documents prepared for the Project. 7.03 Agency Consulting/Review /Approval services during the Construction Contract Administration Phase relating to applicable laws, statutes, regulations and codes of regulating entities relating to the Owner's interests during construction of the Project. so 7.04 Owner - supplied Data Coordination services consisting of activities relating to construction contract administration including: .01 Review and coordination of data furnished for the Project as a responsibility of the Owner .02 Assistance in establishing criteria .03 Assistance in obtaining data .04 Coordination of delivery and installation for Owner- supplied equipment .05 Coordination of delivery and installation of Owner - supplied furniture and furnishings. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • m 1977 7 -2 B162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C.2W06 7.41 Office Construction Administration services consisting of: .01 Processing of submittals, including receipt; review. of, and appropriate action on Shop Drawings, Product Data, Samples and other submittals_ required by the Contract Documents .02 Distribution of submittals to Owner, Contractor and /or Architect's field representative as required .03 Maintenance of master file of submittals .04 Related communications. 7.42 Construction Field Observation services consisting of visits to the site at intervals appropriate to the stage of construction or as otherwise agreed in Writing to become generally familiar with the progress and. quality of the Work and to determine in general if the Work is proceeding in accordance with the Con tract Documents, and preparing related reports and communications. 7.43 Project Representation services consisting of selection, employment and direction of: .01 Full -time Project. Representative(s) .02 Part -time Project Representative(s). 7.44 Inspection Coordination services relating to independent inspection and testing agencies, consisting of .01 Administration and coordination of field testing required by the Contract Documents .02 Recommending scope, standards; procedures and frequency of testing and inspections .03 Arranging.for testing and inspection on Owner's behalf .04 Notifying inspection and testing agencies of status Work requiring testingand.inspection .05 Evaluating compliance by testing and inspection agencies with required scope, standards, proce- dures and frequency .06 Review of reports on inspections and tests and notifications to Owner and Contractor(s) of observed deficiencies in the Work. 7.45 Supplemental Documents services consisting of: .01 Preparation, reproduction and distribution of supplemental Drawings, Specifications and interpre- tations in response to requests for clarification by Contractors) or the Owner and as required by construction exigencies .02 Forwarding Owner's instructions and providing guidance to the Contractors) on the Owner's behalf relative to changed requirements and schedule revisions. 7.46 Quotation Requests /Change Orders services consisting of: .01 Preparation, reproduction and distribution of Drawings and Specifications to describe Work to be added, deleted or modified .02 Review of proposals from Contractors) for reasonableness of quantities and costs of labor and materials .02 Review and recommendations relative to changes in time for Substantial Completion .04 Negotiations with Contractor(s) on Owner's behalf relative to costs of Work proposed to be added, deleted or modified .05 Assisting in the preparation of appropriate Modifications of the Contract(s) for Construction .06 Coordination of communications, approvals, notifications and record- keeping relative to changes in the Work. 7.47 Project Schedule Monitoring services consisting of monitoring the. progress of the Contractor(s) relative to established.schedules and making status reports to Owner. ... wa umen I ulbz - SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ®• ® 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C.26W6 B162 -1977 7 -3 7.48 Construction Cost Accounting services consisting of: .01 Maintenance of records of payments on account of the Contract Sum and all changes thereto .02 Evaluation of Applications for Payment and certification thereof .03 Review and evaluation of expense data submitted by the Contractor(s) for Work performed under cost - plus -fee arrangements. 7.49 Project Closeout services initiated upon notice from the Contractor(s) that the Work, or a designated portion thereof which is acceptable to the Owner, is sufficiently complete, in accordance with the Con- tract Documents, to permit occupancy or utilization for the use for which it is intended, and consist- ing of: .01 A detailed inspection with the Owner's representative for conformity of the Work to the Contract Documents to verify the list submitted by the Contractor(s) of items to be completed or corrected .02 Determination of the amounts to be withheld until final completion .63 Securing and receipt of consent of surety or sureties, if any, to reduction in or partial release of retainage or the making of final payment(s) .04 Issuance of Certificate(s) of Substantial Completion .05 Inspection(s) upon notice by the Contractor(s) that the Work is ready for final inspection and acceptance .06 Notification to Owner and Contractor(s) of deficiencies found in follow -up inspection(s), if any .07 Final inspection with the Owner's representative to verify final completion of the Work .08 Receipt and transmittal of warranties, affidavits, receipts, releases and waivers of lien or bonds indemnifying the Owner against liens .09 Securing and receipt of consent of surety or sureties, if any, to the making of final payment(s) .10 Issuance of final Certificate(s) for Payment. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • ®1977 I 7-4 8162 -1977 THE AMERICAN NSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 i i i .i L Attest: SCHEDULE OF DESIGNATED SERVICES PHASE 8: POSTCONSTRUCT.ION SERVICES PROJECTRecreation Center Rehabilitation PROJECT #: DATE: 4/7/87 The Owner and the Architect, respectively, shall provide for this Phase of the Project those services appropriately designated and assigned below and described subsequentl . fiLR ! ed cril C sga «Y m' N o .2 V1 d � M0 6 o ° r � M M m' Z to m¢ > o C z_ c 0 Z O N C O i :EU El 8.01 Project ministration 18.03 O 8.02 Disciplines Coordination /Document Checking 0 Agency Consulting/Review /Approval 0 8.04 Owner - Supplied Data Coordination O 850 Maintenance and Operational Programming O 8.51 Start-Up Assistance 0 8.52 Record Drawings O 8.53 Warranty Review - Q 8.54 Postconstruction Evaluation 0 METHODS OF COMPENSATION A = Multiple of Direct Salary Expense E =Stipulated Sum 8 = Multiple of Direct Personnel Expense F = Hourly Billing Rates C =Professional Fee Plus Expenses G = Multiple of Amounts Billed to. Architect D = Percentage of Construction Cost H = Other: 'Requires separate .a Lit firer i zat ion and compx.nsat ion - AIA DOCUMENT B162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA® • @_ 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N,W., WASHINGTON, D.0 26* 8162 -1977 8-1 C DESCRIPTION OF DESIGNATED SERVICES. PHASE I- POSTCONSTRUCTION SERVICES In the Postconstruction Phase the Owner and the Architect, respectively, shall provide those.services designated in the Schedule of Designated Services necessary to assist the Owner in the use and occupancy of the facility. The following descriptions shall apply to those services assigned in the Schedule of Designated Services as the responsibility of the party indicated therein. 8.01 Project Administration services consisting of postconstruction administrative functions including: .01 Consultation .02 Research .03 Conferences .04 Communications .05 Travel time .06 Progress reports .07 Direction of the work of in -house architectural personnel. 8.02 Disciplines Coordination/Document Checking services consisting of postconstruction activities for: .01 Coordination between the architectural work and the work of engineering and other involved disciplines for the Project A2 Review and checking of documents prepared for use or occupancy of the Project. 8.03 Agency Consulting/Review /Approval services relating to applicable laws,-statutes, regulations and codes of regulating entities that require compliance during postconstruction use, occupancy and operation. 8.04 Owner - supplied Data Coordination services consisting of postconstruction activities during occupancy and operation relative to Owner - supplied furniture, furnishings and equipment. 8.50 Maintenance and Operational Programming services consisting of: .01 Assistance in the establishment by the Owner of in -house or contract program(s) of operation and maintenance of the physical plant and equipment .02 Arranging for and coordinating instructions on operations and maintenance on equipment in con- junction with manufacturers' representatives .03 Assistance. in the preparation of operations and maintenance manuals) for the Owner's use. 8.51 Start -up Assistance services consisting of: .01 On -site observation, troubleshooting and assistance in the operation of building systems during initial occupancy .02 Assistance in the training of the Owner's operation and maintenance personnel in proper opera- tions, schedules and procedures .03 Administration and coordination.of remedial work by the Contractor(s) after final completion. AIA DOCUMENT B162 • SCOPE. OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ®• m 1977 8-2 8162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 1 \�S 8.52 Record Drawings services consisting of: .01 Making arrangements for obtaining from Contractor(s) and other parties information certified by them on all changes made during construction from the initial Contract Documents and on the location of concealed systems as installed during construction .02 Review of general accuracy of information submitted and certified to by the Contractor(s) .03 Preparation of record drawings, based on information furnished by the Contractor(s), including significant changes in the Work made during construction .04 Transmittal of record drawings and general data, appropriately identified, to the Owner and others as directed. ' 8.53 Warranty Review services consisting of: .01 Consultation and recommendation to the Owner during the duration of warranties in connection with inadequate performance of materials, systems and equipment under warranty .02 Inspection(s) prior to expiration of the warranty period(s) to ascertain adequacy of performance of materials, systems and equipment .03 Documenting defects or deficiencies and assisting the Owner in preparing instruction to the Con - tractor(s) for correction of noted defects. 854 Postconstruction. Evaluation services consisting of a Project inspection at least one year after completion of construction; review with appropriate supervisory, operating and maintenance personnel; and analysis of operating costs and related data for evaluation of: .01 The initial Project programming versus actual facility use .02 The functional effectiveness of planned spaces and relationships .03 The operational effectiveness of systems and materials installed .04 Efficiency of the design and construction delivery processes used. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES •'NOVEMBER 1977 EDITION • AIA ® • m 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1733 NEW YORK - AVENUE, N.W.; WASHINGTON, D.C.26W5 8162-1977 8-3 Attest i SCHEDULE OF DESIGNATED SERVICES PHASE 9: SUPPLEMENTAL SERVICES PROJECT:Recreation Center Rehabilitatio PROJECT #: DATE:4 /7/87 The Owner and the Architect, respectively, shall provide for this Phase of the Project those services 'w appropriately designated and assigned below and m g d 'Z described subsequent! " L ; h o 0 O O ER f Sign i r Ln t a c> c s. o CL 0 ° c lJ °n n ° .. o a it er s Q > > >� > >v o v E CHITECT (i is m 0 Co o Co m Q Z U 9.61 Special tudies O 9.62 Renderings O 9.63 Model Construction O 9.64 Life Cycle Cost Analysis ' O 9.65 Value Analysis O 9.66 Quantity Surveys O 9.67 Detailed Construction Cost Estimates O , 9.68 Energy Studies O 9.69 Environmental Monitoring O 9.70 Tenant - Related Services _ O 9.71 Graphics Design — O 9.72 Fine Arts and Crafts Services O 9.73 Special Furnishings Design O 9.74 Non- Building Equipment Selections O 9.75 Project Promotion /Public Relations O 9.76 Leasing Brochures O 9.77 Expert Witness O 9.78 Computer Applications O METHODS OF COMPENSATION A = Multiple of Direct Salary Expense E = Stipulated Sum B = Multiple of Direct Personnel Expense F = Hourly Billing Rates C =Professional Fee Plus Expenses G = Multiple of Amounts Billed to Architect D =Percentage of Construction Cost H = Other: *Requires separate authorization and compensation AIA UV(.UMENT 8162 • SCOPE OF DESIGNATED SERVICES - NOVEMBER 1977 EDITION • AIA® • 01977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20606 11110 -1977 9-1 ►t:te, SCHEDULE OF DESIGNATED SERVICES PHASE- 9c SUPPLEMENTAL SERVICES (continued) PROJECT: Recreation Center Rehabilitatioi. PROJECT #: DATE: 4/7/87 The Owner and the Architect, respectively, shall provide for this Phase, of the Project those services appropriately designated and assigned below and descri_ subsequently. ' ��' OW�IE sig ) � r n 1 r IyEC(s a�+ ¢ m A (U u ate. VI E 72 m¢ ' Y O $ �' ` � '¢ m �' O7 M u Ln .�. t0 C � m _ Q ° CL o •• y z _ °- () •C a E o i UtRRC 9.79 Materials and Systems Testing - - O 9.80 Demolition Services O 9.81 Mock -Up Services O 9.82 Still Photography O 9.83 Motion Pictures and Videotape O 9:84 Coordination with Non - Design Professionals O 9.85 Special Disciplines Consultation O 9.86 Special Building Type Consultation O ME_ THODS OF COMPENSATION A = Multiple of Direct Salary Expense E = Stipulated Sum B = Multiple of Direct Personnel Expense F =Hourly Billing Rates C =Professional Fee Plus Expenses G= Multiple of Amounts Billed to Architect D= Percentage of Construction Cost H= Other: ^Requires separate authorization and compensation AIA DOCUMENT 0162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA® • 01977 9 -2 6162 - 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 DESCRIPTION OF DESIGNATED SERVICES PHASE 9— SUPPLEMENTAL SERVICES In addition to the generally sequential services chronologically arranged and described in Phases 1 through 8, the Owner and Architect, respectively, shall provide supplemental services designated in the Schedule of Designated Services. These nonsequential services may be provided during a single Phase of services or during several phases. The following descriptions shall apply to those services assigned in the Schedule of Designated Services as the responsibility of the party indicated therein. 9.61 Special Studies services consisting of investigation, research and analysis of the Owner's special require- ments for the Project and documentation of findings, conclusions and recommendations for: .01 Master planning to provide design services relative to future facilities, systems and equipment which are not intended to be constructed as part of the Project during the Construction Phase. 9.62 Renderings services relating to providing graphic pictorial representations, as required by the Owner, of the proposed Project and consisting of: .01 Black and white elevation view(s) .02 Black and white perspective view(s) .03 Elevation view(s) in color .04 Perspective view(s) in color. 9.63 Model Construction services consisting of preparation of; .01 Small -scale block model(s) showing relationship of structure(s) to site .02 Moderate -scale blockmodel(s) of structure(s) designed for the Project .03 Moderate - scale detailed model(s) of structure(s) designed for the Project showing both interior and exterior design .04 Large -scale models of designated interior or exterior components of the Project 9.64 Life Cycle Cost Analysis services consisting of assessment, on the basis of established relevant economic consequences over a given period of time; of: .01 A given planning and design solution for the Project .02 Alternative planning and design solutions for the Project .03 Selected systems, subsystems or building components proposed for the Project. 9.65 Value Analysis services consisting of the review during design phases of the cost, quality and time influ- ences of proposed building materials, systems and construction methods relative to design objectives in order to identify options for obtaining optimum value for the Owner. 9.66 Quantity Surveys services consisting of a detailed determination of the quantities of materials to be used in the Project to establish the basis for price determination 'by bidding or negotiations. AIA DOCUMENT 8162 - SCOPE OF DESIGNATED SERVICES - NOVEMBER 1977 EDITION - AIA ® i ® 1977 THE AMERICAN INSTITUTE OF ARCHITECTS; 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 8162 -1977 9 -3 ov 9.67 Detailed Construction Cost Estimates services consisting of .01 Development, when the construction documents are approximately 90% complete, of a Detailed Estimate of Construction Cost based on quantity take -offs and unit cost pricing for materials, labor, - tools, equipment and services required for the Work plus estimates for the Contractor's supervision cost, Work required by General and Supplementary Conditions, and an allowance for a reasonable Contractor's overhead and profit; or .02 Continuous development during all phases of design and documentation, of an Estimate of Con- struction Cost for the purpose of greater cost control; culminating in a Detailed Estimate of Con- struction Cost or detailed quantity surveys or inventories of material, equipment and labor.' 9.68 Energy Studies services consisting of special analyses of mechani cal. systems, fuel costs, on -site energy generation and energy conservation options for the Owner's consideration. 9.69 Environmental Monitoring services consisting of: .01 Monitoring of air, water and other designated components of the environment to establish existing conditions, and the preparation of related analyses and reports. 9.70 Tenant - related Services consisting of design and documentation services for tenants or potential tenants for: .01 Space planning, partition and furnishings locations, and furniture and equipment layouts .02 Material and color selections and coordination .03 Adaptation of mechanical, electrical and other building systems to meet tenant needs .04 Statements of Probable Construction Cost: 9.71 Graphics Design services consisting of: .01 Design of interior and exterior signs and identifying symbols .02 .Design of special logos or graphics for the Project .03 Documentation of requirements for procurement of graphics work .04 Managing procurement of graphics work .05 Coordination of delivery and installation. 9.72 Fine Arts and Crafts Services relating to acquisition of fine arts or crafts to be a part of the Project and consisting of: .01 Consultations on selection, commissioning and /or execution .02 Design integration .03 Managing procurement .04 Purchasing fine arts or crafts on the Owner's behalf. 9.73 Special Furnishings Design services relating to Architect - designed special furnishings and /or equipment incorporated into or provided for the Project and consisting of: .01 Design and documentation .02 Specifications or standards .03, Management of procurement .04 Coordination of installation .05 Purchase on the Owner's behalf. AIA DOCUMENT 0162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • m 1977 9-4 8162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.c.20006 9.74 Non - Building Equipment Selection services relating to equipment and furnishings not incorporated into the construction of the Project and consisting of: .01 Establishment of needs and criteria .02 Preparation of requirements, Specifications and bidding or purchasing procedures .03 Management of procurement .04 Coordination of delivery and installation .05 Purchase of non - building equipment on the Owner's behalf. 9.75 Project Promotion /Public : Relations services relating to presentation of the Project to the public or identified groups and consisting of: .01 Preparation of press releases .02 Preparation of special brochures and /or promotional pieces .03 Assistance in production and distribution of promotional materials .04 Presentations at public relations and /or promotional meetings. 9.76 leasing Brochures services relating to preparation of special material to assist the Owner in leasing the Project and consisting of: .01 Design .02 Preparation of illustrations and text .03 Arranging for and managing production. 9.77 Expert Witness services consisting of prepa ring to.serve and /or serving as an expert witness in connection with any public hearing, arbitration proceeding or legal proceeding. 9.78 Computer Applications services consisting of computer program development and /or computer pro- gram search and acquisition, plus on -line computer time charges, for: .01 Programming .08 Architectural analysis and design .02 Economic feasibility analysis .09 Structural analysis and design .03 Financial analysis .10 Mechanical analysis and design .04 Site analysis .11 Electrical analysis and design .05 Construction cost estimating .12 Production of Drawings .06 Detailed Project scheduling .13 Construction cost accounting. .07 Market analysis 9.79 Materials and Systems Testing services relating to testing of components of the completed Project for conformance with Contract requirements and consisting of: .01 Establishment of requirements .02 Procurement of testing services .03 Monitoring testing .04 Review, analysis and reporting of testing results. 9.80 Demolition Services consisting of: ' .01 Preparation of Contract Documents for demolition of existing structures .02 Managing the bidding/negotiation /award process .03 Providing field observation and general adminis0ation services during demolition. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES • NOVEMBER 1977 EDITION • AIA ® • m 1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W, WASHINGTON, D.C. 20006 8162- 1977 9-5 9.81 Mock -up Services relating. to the construction of full -size or half -size details of components of the Project for study and testing during the design phases and consisting of: .01 Design and documentation for the required mock -up(s) .62 Management and coordination of pricing and contracting for mock -up services .03 Construction administration of mock -up construction activities .04 Arrangements for testing and monitoring performance of mock -up(s) .05 Administration of testing and monitoring services .06 Review, analysis and reporting of results of testing and monitoring services. 9.82 Still Photography services consisting of: .01 Documentation of existing conditions .02 Aerial site photography .03 Photographic recording for study purposes of facilities similar to the Project ; .04 Periscopic photography of models for the Project .05 Presentation photography of rendering(s) and model (s) for the Project. .06 Construction progress photography 07 Architectural photography of the completed Project. 9.83 Motion Pictures and Videotape services relating to preparation of promotional or explanatory presenta- tions of the Project during the design and /or construction phases. 9.84 Coordination with Non - Design Professionals services consisting of consultation and coordination with non- design professionals such as economists, sociologists, attorneys and accountants, for: .01 Preparation of economic studies .02 Condominium documentation .03 Sociological impact studies. 9.85 Special Disciplines Consultation services consisting of retaining, directing and coordinating the'Work of special disciplines consultants identified from the following list or other sources attached hereto, whose specialized training; experience and knowledge relative to specific elements and features of the Project are required for the Project: .01 Acoustics .13 Editorial X Psychology .02 Audio -Visual .14 Elevators /Escalators .26 Public Relations .03 CPM Scheduling AS Fallout Shelters .27 Radiation Shielding .04 Code Interpretation .16 Financial .28 Real Estate AS Communications .17 Fire Protection .29 Reprographics .06 Computer Technology .18 Food Service .30 Safety .07 Concrete .19 Insurance .31 Sociology .08 Cost Estimating .20 Legal .32 Soils /Foundations .09 Demography .21 Life Safety 33 Space Programming .10 Display .22 Lighting 34 _ Specifications All Ecology .23 Management .35 Traffic /Parking .12 Economics .24 Materials Handling 36 Transportation. 9.86 Special Building Type Consultation services consisting of retaining, directing and coordinating the work. of special building type consultants whose specialized training, experience and knowledge relative to the. requirements, planning and design of the Project are required for the Project. AIA DOCUMENT 8162 • SCOPE OF DESIGNATED SERVICES 4 NOVEMBER 1977 EDITION • AIA ® • m 1977 .9 -6 6162 -1977 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 T RESOLUTION NO 6205 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO GRANTING PACIFIC GAS AND ELECTRIC COMPANY AN EASEMENT TO INSTALL ELECTRIC POWER LINES ACROSS r_.ITY PROPERTY LOCATED IN LOPEZ CANYON BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. That certain easement agreement with addendum hereto attached marked Exhibit "A" and incorporated herein by reference, between the City of San Luis Obispo and Pacific Gas and Electric Company is hereby approved and the Mayor is authorized to execute the same. SECTION 2. The City Clerk shall furnish a copy of this resolution and a copy of the executed agreement of easement approved by it to: Pacific Gas and Electric Company and the Recreation and Parks Department for inclusion in the property management records. On motion of Councilman Settle , seconded by Councilwoman Dovey and on the following roll call vote: AYES: Councilmembers Settle, Dovey, Griffin, Rappa.and Mayor Dunin NOES: None ABSENT: None the foregoing Resolution was passed and adopted this 7th day of April 1987. Mayor Ron Dunin ATTF,�T : J City Clerk Pamela Vog APPROVED: City Administ _tiv?..Officer City Att_ ney R 6205 � ��-C. ��'� � �� r,� � n � � �. . , �, �n i2-3 I'll (Rev.7 /85) AFTER RECOR,_ _ G RETURN TO: PACIFIC GAS AND ELECTRIC COMPANY Land Department P.O. Box 592 San Luis Obispo, CA 93406 Location: City /Uninc Recording Fee Documentary Transfer Tax $ D Computed on Full Value of Property Conveyed. or ❑ Computed on Full Value Less Liens & Encumbrances Remaining at Time of Sale ❑ Consideration or Value Less Than $100. ❑ Signature of declarant or agent determining tax FOR RECORDER'S USE ONLY EASEMENT CITY OF SAN LUIS OBISPO, a public body of the State of California, first party, hereby grants to PACIFIC GAS AND ELECTRIC COMPANY, a California corporation, second party, the right from time to time to construct, reconstruct, install, inspect, maintain, replace, remove, and use facilities of the type hereinafter specified, together with a right of way therefor, within a strip or parcel of land or along a route as hereinafter set forth, and also ingress thereto and egress therefrom, over and across th %lands situate in the City of San Luis Obispo County of San Luis Obispo State of California, described as follows: (APN 48- 011 -14) The parcel of land situate in the southeast quarter of Section 5, the northeast quarter of Section 8 and the northwest quarter of Section 9, all in T.31S., R.14E., M.D.B.6M., described in the deed from Sinsheimer Bros. to the City of San Luis Obispo dated June 27, 1955 and recorded in Volume 809 of Official Records at page 567, San Luis Obispo County Records. Said facilities shall consist of: Such poles, aerial wires, cables, electrical conductors with associated crossarms, braces, transformers, anchors, guy wires and cables, fixtures and appurtenances, as second party deems necessary located along the route described as follows: Commencing at the found 3 inch brass cap stamped LS 2688 accepted as marking the northeast corner of said Section 8, and running (a) north 68`14' west 1,994.1 feet to a point in the existing line of poles erected on said lands under and by virtue of the recorded deed from the City of San Luis Obispo to Pacific Gas and Electric Company dated April 20, 1961 and recorded in Volume 1248 of Official Records at page 323, San Luis Obispo County Records, being the TRUE POINT OF BEGINNING of said route; thence P.G CO. COP E LrRT "All COPY f j rti I n. a c (1) south 58 °45 1/2' east 2,127.9 feet; thence (2) south 43 °51' east 531.2 feet; thence (3) south 62 035 1/2' east approximately 514 feet to a point in said existing line of poles; excepting therefrom that portion thereof lying outside of said lands. First party further grants to second party the right to assign to another public utility as defined in Section 216 of the California Public Utilities Code the right to install, inspect, maintain, replace, remove and use pole line facilities along said route (including ingress thereto and egress therefrom). City of San Luis Obispo /page 2 n Land Department 62 -3112 (Rev. 7/85) SHEET A -1 Second party shall also have the right from time to time to trim and to cut down and clear away or otherwise control any and all trees and brush now or hereafter on said strip or on said parcel of land or along said route, as hereinbefore. set forth, and shall have the further right from time. to time to trim and to cut down and clear away any trees on either side of said strip or said parcel of land or along said route, as hereinbefore set forth, which now or hereafter in the opinion of second party may be a hazard to the facilities installed hereunder by reason of the danger of falling thereon, provided, however, that all trees which second party is hereby authorized to cut and remove, if valuable for timber or wood, shall continue to be the property of first party, but all tops, lops and brush shall be burned or removed by second party. First party shall not erect or construct any building or other structure or drill or operate any well under second party's electrical conductors or within 5 feet of the center line of said_pol P t t nP facilities. The provisions hereof shall inure to the benefit of and bind the successors and assigns of the respective parties hereto. IN WITNESS WHEREOF first party has executed these presents this 7th day of April 1987 Executed in the presence of: WITNESS Prepared ehW Checked DM /o City of San Luis Obispo /page 3 CITY DF,5-AN LUIS OBISPO i Clerk Pam sted by MISSION TRAIL Los Padres Division LSD L- 50865.1 WO 213573 -B Plat No. NN -37 DWg. No. C- 311401 T31S, R14E, MDB&M Sec. 5, S 1/2 of SE 1/4; Sec. 8, NE 1/4 of NE 1/4; bec. ONLY yf NW 1/4 A o �^ m 1 s c 2 A Yn �J W 0 N � OLC u p Us l��77 U C } F to r� T\ U1.1 9 Cr U1 O w C �c �8 N N r m v m Z w 0 I � 11 1 l_Il 1 n "IV / J � / D i i Ul R V OD Le r NN-�7 Y � l U V Ilk n rrl 9 r_. a Q rli 2 Z N o m s n lx7 1 Y 0 > A o C) 0 is 6c �3 �T N Y D Z 0 D wA •• - -- - \7 In m N T N v p w �_ C1 vvro — y T 0 11 O < 3 ; C _ 0 � i N zm OWN INCH 0 1 2 w C �c �8 N N r m v m Z w 0 I � 11 1 l_Il 1 n "IV / J � / D i i Ul R V OD Le r NN-�7 �� rJ RESOLUTION NO. 6204 (1987 SERIES) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ADOPTING A PROPOSAL FOR THE PURCHASE AND INSTALLATION OF A WASTEWATER COLLECTION MANAGEMENT SYSTEM FROM HANSEN SOFTWARE INC. AND AUTHORIZE THE MAYOR TO EXECUTE THE PROPOSAL WHEREAS, there is a need to purchase a software system for preventative maintenance of wastewater management: and WHEREAS, Hansen Software Incorporated supplies a product and services for this type of system; NOW, THEREFORE BE IT RESOLVED as follows: SECTION 1. Adopt this proposal for the purchase and installation of a Wastewater Collection Management System from Hansen Software Incorporated and authorize the Mayor to execute the proposal. On motion of Councilman Settle and on the following roll call vote: , seconded by Councilwoman Dovey, AYES: Councilmembers Settle, Dovey, Griffin, Rappa and Mayor Dunin NOES: None ABSENT: None the foregoing resolution was passed and adopted this 7th day of April , 1987. ATT T: CIT CLERK PAMELA VOGE YOR RON IN R 6204 RESOLUTION NO. 6204 (1987 SERIES) Page. Two Approved: i�- City Administrative Officer City At rney F'nance Director Utilities Manager Public Works Director b /torik /softwareres n �.,�/t -� � ,, J f1 HANS =N SOFTWAR=INC 1745 Markston Road Sacramento. CA 95825 CA (916) 921 -0883 Other(800)821 -9316 Mr. Myron A. Torik Utilities Maintenance Supervisor City of San Luis Obispo 35 Prado Road San Luis Obispo, California 93406 Dear Mr. Torik: q February 61 1987 This is a proposal to the City of San Luis Obispo on the purchase and installation of our Wastewater Collection Management System. This letter summarizes our understanding of your needs for the software package and the installation assistance to be provided and presents this summary of understanding. TECHNICAL AS PACRAG This section presents our understanding of the services you seek. It also describes the objectives and scope of our task plan and considerations we feel should be discussed be- fore beginning the engagement. GENERAL BACKGROUND We are proposing to your Agency our Wastewater Collec- tion Maintenance Management System package that is described in the following system overview. System Overview The Wastewater Collection Management System for Under- ground Maintenance can be used to control and track the maintenance of sewage lines. It provides management with a '* control and work planning tool which -can greatly enhance daily operations. u February 6, 1987 Mr. Myron A. Torik Page 2 The objectives of a computerized wastewater Collection Management System are: + Provide your Agency with a basis for defining the capitalized sewer inventory value + Track maintenance activities for correlation with sewer characteristics, i.e., length, pipe type, elevation, recurring problems, etc. + Provide for maintenance scheduling, planning, and reporting + Forecast maintenance work load requirements + Generate scheduled work orders + Decrease unscheduled maintenance and optimize scheduled maintenance + Monitor work order completion + Provide management reports for: - budget preparation - strategizing maintenance versus replacement - maximizing efficient and effective mainte- nance plans - minimizing financial losses - maintenance activity documentation by location type of activity period of time. February 6, 1987 Mr. Myron A. Torik Page 3 LICENSING OF MDBS III The above system requires a license for the use of MDBS III which is an extended network data base software used by the system. It also includes an Ad Hoc Query Retrieval the System which is a user query language that can retrieve from the data base and format the data into a customized report. The output of the query system can serve as input for spreadsheets and graphing programs or uploading to a main- frame. Twelve commands are provided in the query language and the user can pre -store common inquiries that can be performed by calling simple single names. + Color screens + Menu- driven and transaction - driven.. Users may select from a menu, but may also use transaction IDs to switch from screen to screen without re- turning to the menu + Data Base Query Language provides capability'of' producing ad hoc reports for management or opera- tions personnel + Security can be provided for any data or set of data in the system + Tables allow the users to tailor codes and des- criptions to their own needs + Stand -alone Archival Program allows the user to selectively archive data to another medium, and thus free up space on the primary device. TECHNICAL ASSISTANCE SCOPE One of the extremely important elements of the proposed project is the cost- effective testing and implementing of the Wastewater Collection Management System. It is impera- tive to adequately define and agree to the defined scope be- fore project start. It is also equally important that any changes to the scope during the project life be properly documented and agreed to by your Agency and Hansen Software, Inc. before beginning work on any scope modifications. February 6, 1987 Mr. Myron A. Torik Page 4 The scope of this proposed project for the City of San Luis Obispo is to: + Finalize maintenance management information requirements + Assist in adopting manhole and area coding structure + Review preventive maintenance strategy schemes for triggering work orders + Finalize an implementation plan + Conduct user training in the Wastewater Collection Management System operation and in the system inquiry functions + Participate in developing a conversion plan + Install the Wastewater Collection software package + Provide data entry training for building data base + Provide a user manual for the software package operation and the system inquiry functions + Provide an annual maintenance agreement that will include enhancements to the system + Provide a post - implementation audit of the on- going system operation. A general work plan follows to indicate the services offered by Hansen Software, Inc. and the participation necessary by the City of San Luis Obispo. February 61 1987 Mr. Myron A. Torik Page 5 WORK PLAN + Initiate Proiect The definition and mutual understanding of the essential characteristics of this project for all involved is vital to its successful completion. Therefore, the first task will be to meet with members of your Agency to explain the requirements and approach. Also, a schedule and work plan will be completed. This activity establishes the initial scope and objectives that must be attained in any improved management system. The vital parts here are the main functions to be covered. Work definitions can be stated in brief terms now in this initial scope. Restate any problems to overcome in the . conversion or opportunities to be gained. Activity Codes, and all other table codes will be estab- lished at this time. + _Manage the Conversion and Implementation Activities These activities include the hardware decisions, data entry activities, review of the coding structure, help to strategize a scheduling plan, and conduct user training. + Number Manholes, Code Basic System, and Data Entry The following data elements will be coded and entered into the data base. + Upstream Manhole No. + Downstream Manhole No. + No. of lines entering upstream + Size of pipe + Scaled length of pipe + Upstream M.H. depth February 6, 1987 Mr. Myron A. Torik Page 6 + Downstream M.H. depth + Upstream M.H. address /location + Downstream M.H. address /location + Area code + Upstream Invert Elevation + Downstream Invert Elevation + Slope of line calculated + Scheduled Dates and Intervals will be formulated and entered into the systems for the five areas. Hansen Software staff will review present manual scheduled plans to assure initial computer schedules mesh with on -going schedules. + Obtain System Approval Present system test results to management steering committee and obtain approval to proceed with training and conversion. + Conduct User Training Perform two half -day training sessions with system operational staff. This formal training will be complemented by three days of hands -on user training and conversion preparation. Perform one half -day training session with user management for system capabilities, management reports, etc. + Monitor System Operation Determine that system deliverables are met. Moni- tor operating procedures and system capabilities. Identify proposed system enhancements. + System Acceptance Management steering committee accept system operation. Proceed with system conversion and operation. u February 61 1987 Mr. Myron A. Torik Page -7 PROJECT MANAGEMENT Hansen Software, Inc. proposes a project structure as follows. Your Agency will provide the following project staffing: + Project Steering Committee + Designated Project Manager Hansen Software, Inc. will provide the following technical and management staffing: + Project Manager. + Programming Technical Support + Operations Training + Scheduling Specialist + Coding & Data Entry Your Agency will organize a steering committee of top management whose purpose it will be to: + Review and approve project milestone and project deliverables + Assure that project direction is in line with management policy + To act as a sounding board for new ideas and system solutions. Your Agency will also appoint a project manager whose job it will be to coordinate your Agency's staff involvement with the Consultant on defining and documenting your Agency's information needs and system solution. HARDWARE CONFIGURATION It is agreed that your Agency will purchase the computer hardware. Other cost are required by your Agency for site prepar- ation, adequate circuitry, a printer table, computer desk, continuous paper forms, input forms, etc. February 6, 1987 Mr. Myron A. Torik Page 8 PROJECT STAFFING Hansen Software, Inc. proposes a project staff of specialized consultants to carry out the work identified in this proposal. Mr. Robert J. Hansen will serve as Project Director, ensuring that the project is adequately staffed and that project deliverables meet the high standard of quality expected. Karin K. Waugh will serve as Hansen Software's Project Manager and will manage all aspects of the implementation. Mr. Waugh will also provide technical support in evaluating computer capacity required to run the proposed system, as well as answer technical system programming questions. Jack B. Beckner, who was the scheduler /planner for the Sacramento County Wastewater Collection System, will parti- cipate in strategizing a scheduling concept, as well as supervising the numbering, coding, and data entry. One of our Software Service Account Representatives will provide data entry and system operational training for the Agency staff. Our Account Representatives specialize in the operation of the system and have been involved in the training and implementation of all previous installations. PACKAGE SOFTWARE. PROFESSIONAL FEES, AND ELAPSED TIME Hansen Software, Inc.'s costs for the package, labor, and expenses for the project are shown on the following page. It is expected that the implementation will take approximately 6 weeks from the initial start. Our estimates of time are based upon the scope of the services that the package is intended to provide. February 6, 1987 Mr. Myron A. Torik Page 9 IMPLEMENTATION COST Wastewater Collection Management System $ 4,500 Query Retrieval System Package for Ad Hoc Questions, includes MDBS Licensing 500 RH COBOL Runtime Licensing 20.4 TOTAL SOFTWARE COSTS: $ 51200 Professional Fees: (time & materials not to exceed) Robert J. Hansen 5-Hrs. @ $80 $ 400 Karin Waugh 6 Hrs. @ $50 300 Jack Beckner 16 Hrs. @ $50 800 System Operation Training 30 Hrs. @ $35 11050 Numbering, Coding, & Data Entry 150 miles @ $55 /mi. $ 8,250 Total Fees $10,800 Out of Pocket Expense 11000 TOTAL IMPLEMENTATION COST: $17,990 Project Elapsed Time: 60 Days First Year Annual Service and Maintenance Agreement: Wastewater Collection Management System $ 750 0 0 February 6, 1987 Mr. Myron A. Torik Page 10 PACKAGE SOFTWARE SIZE OR SCOPE Appendices A, Be C. and D describe some of the Com- pany's shop standards that go into the computer programs, the listing of the actual programs, the report programs that have been pre- designed, and a listing of the transaction identifiers. These are shown as a way to identify the size and scope of this software. The number of screens, reports, etc. is like defining the square footage of a house that is being purchased. TIME REQUIREMENTS OF YOUR AGENCY The project will have an impact on your Agency's main office personnel. There will be new concepts and strategies to think out. Table Codes will be completed, and assistance provided to Hansen Software on existing scheduling methods as well as to confer with some coding details. Mandays devoted this project by your Agency will be dependent upon how much time can be taken from daily activi- ties. It has been found that there has been less impact of time than anticipated, and that typical management and plan- ning time is given over to the project. It is important during the project that approvals and milestone dates are met on time so the activities can be proceeding as planned. LICENSE AGREEMENT Hansen Software, Inc. will, in this Agreement, grant a perpetual license to the City of San Luis Obispo to use the Wastewater Collection Management System software at your Agency's designated facility. The software is non - assignable and non - transferrable. Some proprietary information will be disclosed in the course of the project and your Agency agrees not to disclose any 'trade secret' information that may be so designated. ,N 0 n February 6, 1987 Mr. Myron A. Torik Page 11 If the terms of this letter are in accordance with your understanding, and the professional services that we will provide, please sign and date one copy of this letter and return it to us, retaining another copy for your files. We look forward to assisting the City of San Luis Obispo in this important project. Sincerely, HANSEN SOFTWARE, INC. Charles A. Hansen Chief Operating Officer CAH /jk Attachments The foregoing letter fully describes the services re- quired and is accepted by us. CITY OF SAN LUIS OBISPO ATTES ame RON DUNIN MAYOR CI CLERK PAMQJOGES Title April 7, 1987 Date RESOLUTION NO.6203 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO AUTHORIZING A GRADING PERMIT TO ALLOW OFF -SITE GRADING AT LAGUNA LAKE PARK WHEREAS, the City Council has reviewed this grading, permit request in accordance with the city's Grading Ordinance; and WHEREAS, the council has considered the reports of staff, public testimony, and materials submitted by the applicant; and WHEREAS, the potential environmental impacts of the project have been evaluated in accordance with the California Environmental Quality Act and the city's Environmental Impact Procedures and Guidelines. NOW, THEREFORE, the council resolves to authorize the issuance of a grading permit as follows: SECTION 1. Findings. This council finds: That such extended grading is reasonably necessary as an integral part of grading otherwise authorized for the widening of Madonna Road. 2. That it is improbable that the adjoining site will itself be developed within the ensuing five years. 3. That the project as conditioned will not have a significant effect on the environment. 4. This fill will allow correction of existing site problems (poor drainage, unattractive old fill).. SECTION 2. Conditions Fill shall be limited to the site indicated on the attached "Exhibit A ". 2. All asphalt in the new fill material shall be placed to the satisfaction of the Department of Fish and Game and the Public Works Departments. 3. Existing asphalt chunks shall be moved from the adjoining area and placed to the satisfaction of the Department of Fish and Game and the Public Works Department. 4.. Any damage done to the access road as a result of this grading operation shall be repaired, to the satisfaction of the Public Works and Recreation Departments. 5. Fill material shall be compacted and reseeded, to the satisfaction of the Public Works and Recreation Departments. R 6203 Resolution No. 6203 (1987 Series) Grading Authorization Laguna Lake Park Page 2 6. Brush piles adjoining the fill site shall be broken down to fine particles and used as a mulch on top of the fill. On motion of Councilman, Settle.. , , seconded by ,Maypr..I)unin....... > and on the following roll call vote: AYES: Councilman Settle, Mayor Dunin, Councilmembers Dovey and Griffin NOES: Councilwoman Rappa ABSENT: None the foregoing resolution was passed and adopted this 7th day of ...April.......... , 1987•. 9yor Ron unin A i!+-r ....... ... ...... Ci y Clerk Pam ges APPROVED: City Administrative Oific City Atto 4 e Community Development Director Public Works Director n �.�/% 2 RESOLUTION NO. 6202 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ACCEPTING BID AND AWARDING A CONTRACT FOR THE CONSTRUCTION OF THE PALM STREET PARKING STRUCTURE ON THE NORTHERLY CORNER OF PALM AND MORRO STREETS IN THE CITY OF SAN LUIS OBISPO WHEREAS, the Council of the City of San Luis Obispo hereby accepts the bid and authorizes the Mayor to sign a contract on behalf of the City for the following: PROJECT: Palm Street Parking Structure ESTIMATE: $3.124.4500.00 BIDDER: Nick E. Pokrajac CITY PLAN NO.: K -59D BUDGET ACCOUNT: 830 BID AMOUNT: $2.774.605.000 NOW THEREFORE BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. The City Clerk is directed to prepare the appropriate documents for signature by the successful bidder and the Mayor. SECTION 2. The City Finance Director shall appropriate $2.987,228.00 in Project #830 to be reimbursed by the Bond Trust Funds. The City Clerk shall furnish a copy of this Resolution to the City Finance Director, City Public Works Director and the County Administrative Officer. On motion of Councilman Settle seconded by Councilwoman Dovey and on the following roll call vote: AYES: Councilmembers Settle, Dovey, Griffin, Rappa & Mayor Dunin NOES: None ABSENT: None R 6202 Resolution No. 6202 (1987 Series) Page Two. 10 the foregoing Resolution was passed and adopted this 7th day of April, 1987. -WM--N-Wft aViyor Ron Dunin ATTEST: City C erk Pam Voge APPROVED: City Administrator D City Attor Public Works Director_ CiXy Finance Director City Engineer ch3 /bidaward �� if -_=-� -. -� -GCS a �` j� ��-� i RESOLUTION NO. 6201 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO AWARDING CONTACT TC,A.J.DIANI CONSTRUCTION CO. TRANSFERRING MONEY FROM UNAPPROPRIATED WATER FUND BALANCE WHEREAS, the City received bids for "Waterline Improvement Project: Johnson Ave. -San luis Dr. to Ella St.,'Ella St.- Johnson to Ruth & Street Improvement Project: Johnson Ave. -160' North of Buchon to 440' South of Bishop, City Plan Nos. L -12P & L -11A ", and +' WHEREAS, the low bid was received from A.J. Diani Construction Company of Santa Maria, California in the amount of $372,037.00, NOW THEREFORE BE IT RESOLVED, the following items: 1. Accept the low bid from A.J. Diani Construction Company of Santa Maria, California. 2. Authorize the Mayor to sign a contract on behalf of the city for the following: PROJECT: Waterline Improvement Project: CITY PLAN NO.: L -12P & L -11A Johnson Ave. -San Luis Dr. to Ella St.; Ella St.- Johnson to Ruth & Street Improvement Pro- ject: Johnson Ave. -160' North of Buchon to 440' South of Bishop ESTIMATE: $405,755.00 FUND NO.: 835 & 817 BIDDER: A.J. Diani BID AMOUNT: $372,037.00 Construction Company Santa Maria, CA 3. Direct the City Clerk to prepare the appropriate documents for signature by the successful bidder and the Mayor. 4. Direct the City Finance Director to transfer $160,000 from unappropriated water.fund balance to fund number 817. On motion of Councilman Settle , seconded by Councilwoman Dovey and on the following roll call vote: AYES: Councilmembers Settle, Dovey, Griffin, Rappa and Mayor Dunin NOES: None ABSENT: None R 6201 Resolution No. 6201 (1987 Series) Page Two. the foregoing Resolution was passed and adopted this 7th day of April , 1987. �e 54� N DUNIN ATTEST: CI Y CLERK PAM V S APPROVED: City Administrative Officer 1 City Attorn inance Director Public Works Director ,,��M,MAMMM gwh3 /L11 &12res gwh �, ..C. ✓_ _, �!i.��zy� -FiC.� 0 RESOLUTION N0. 6200 (1987 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO AWARDING CONTRAC" T ^' T�xT^T,= TADONNA' CONSTRUCTION AND AUTHORIZING ESTABLISHMENT OF ACCOUNT FUNDS FROM REIMBURSABLE ZONE 9 REVENUES WHEREAS, the City received bids for "Creek Improvement Project - Stenner Creek at Nipomo Street, City Plan No. K -40H11, and WHEREAS, the low bid was received from John Madonna Construction of San Luis Obispo, California in the amount of $59,405.00, and WHEREAS, the total project cost is estimated to be $67,125.00, and WHEREAS, the estimated completion date for the project is June 25, 1987, WHEREAS, Dennis Cox is the project manager for the project, and WHEREAS, the City will be reimbursed for the projects's cost from Zone 9, NOW THEREFORE BE IT RESOLVED, the following items: 1. Accept the low bid from John Madonna Construction of San Luis Obispo, California. 2. Authorize the Mayor to sign a contract on behalf of the city for the following: PROJECT: Creek Improvement Project: CITY PLAN NO.: K -40H Stenner Creek at Nipomo St. ESTIMATE: $56 „000.00 FUND NO.: 866 BIDDER: John Madonna BID AMOUNT: $59,405.00 Construction San Luis Obispo, CA 3. Direct the City Clerk to prepare the appropriate documents for signature by the successful bidder and the Mayor. 4.. Direct the City Finance Director to establish $67,125.00 in Fund No. 866 which will be reimbursable from Zone 9 funds.. On motion of Councilman Settle seconded by Councilwoman Dovey and on the following roll call vote:, AYES: Councilmembers Settle, Dovey, Griffin, Rappa and Mayor Dunin NOES: None .ABSENT: None R 6200 Resolution. No. 6200 (1987 Series) Page Two. the foregoing Resolution was passed and adopted this 7th day of April , 1987. ��.a•an -a l8h.oil] QIlk ATTEST: 9,�( , , CIIJ CLERK PAM VO r•« r* r r r APPROVED: City Administrative Officer City At orney inance Director a Public Works Director gwh3 /K40H -RES gwh ,�t'� l�i��-� ,�i;,,�. �� d f 1 �. 1., ..