WS RFP Response- Remodel of Grocery Tennant Core and Shell

MONTGOMERY VILLAGE Remodel of Grocery Tenant Core and Shell Response to RFP

DEVELOPMENT

Prepared by Hedgpeth Architects Santa Rosa, California April 4, 2022

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Montgomery Village • Boudin SF • Exterior

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Table of Contents Formal Response with Proposal

1

Detailed Scope of Work and Deliverables List

7

Fee Proposal Matrix and Reimbursables

19

Work Plan and Schedule Matrix

21

AOR Design Staff and Staffing Plan

23

Certificate of Insurance-Sample (TBD, Specific to Job)

34

Response and Comments to WS AIA B101-2017 Form (Including Assumptions, Qualifications, Exclusions, Terms and Conditions)

35

References

66

Appendix- Project Team Consultants

67

FORMAL RESPONSE WITH PROPOSAL April 4, 2022 Dianne Cook, Construction Project Manager WS Development 33 Boylston Street, Suite 3000 Chestnut Hill, MA 02467 Dear Ms. Cook,

Hedgpeth Architects is pleased to submit our Proposal to act as Architect of Record to facilitate the Core and Shell remodel of an existing 39,589 square foot building in Montgomery Village, Santa Rosa, California, in accordance with the Grocery Tenant’s specific requirements as detailed in Construction Exhibit E and including a New Façade design.

Hedgpeth Architects has had the opportunity to work with the original owners of Montgomery Village and the City of Santa Rosa for over three decades as trusted architects of numerous substantial and major additions, remodels and improvements to this community landmark. Notable among these projects are the restaurants Boudin, Avid Coffee, and Crepevine, the bookstore Copperfields, and the retail stores Ross, J. Jill, Soft Surroundings, Penzeys, Great Clips, and Me Spa. In each of our projects, Hedgpeth Architects creates spaces where people want to be. Our architectural work in the Village has always started with community at the forefront of the project program, building on the inherent value of this high end retail destination.

A breadth of experience working in the Village since the 1990’s gives our design team the advantage of understanding the complex issues associated with enhancing an existing site and buildings, while preserving 1

the customers’ experience of its unique character. The success of our projects within Montgomery Village entailed intensive collaboration with stakeholders, municipal agencies, consulting design studios, engineers and contractors. All of our projects are unique, but as local architects, our understanding of Santa Rosa’s planning entitlement, construction permitting and building process is instrumental to building in efficiency and timely completion of the remodel.

We tailored the project and consultant team for this RFP response. The staffing plan specifically includes expertise in retail, food preparation, food marketing, and food serving facilities. The new grocery store tenant’s brand is a leader in shifting this retail sector and has transformed grocery shopping into a high touch, interactive experience. This model is aligned with the intimate neighborhood character of Montgomery Village. Collaborating with the project team, we share WS’s passion to re-envision this space as a place people feel good being in. Signage, art, color, lighting and material improvements relevant to Sonoma County, and to this neighborhood, will express WS’ philosophy that place making in their retail centers transfers down to the wider community.

Aligning with the core values of the new tenant, the new façade design and upgrades to the building’s infrastructure will embody simplicity, efficiency, convenience and transparency. WS and the new tenant have pushed retail design in their sectors far beyond what was once the norm of the shopping experience. The inviting open air design of Montgomery Village, the eclectic mix of local and national retailers, and the beauty of its setting in the Sonoma Valley, provide a fertile canvas to transform the existing building into a highly social place to shop for groceries, to eat and drink, and to explore and be curious.

Food shopping is such an important activity that we all do and with the passion, intelligence and creativity of our team collaborating together, this renovation project can make it a delightful experience too.

2

Brad Manning will lead TEP Engineering’s plumbing and mechanical engineers to provide the HVAC, refrigeration, plumbing, control system and life safety components of this shell-core remodel. Their experience is broad, encompassing commercial, industrial, institutional, and medical mechanical systems. Relevant projects include restaurants, breweries, creameries, food manufacturing facilities, wineries, hotels, corporate offices, resorts, spas, hospitals, cannabis facilities, and LEED accredited projects. Hedgpeth Architects has included TEP in their project team for both commercial and residential projects, sharing with them excellent relationships with the City of Santa Rosa’s Planning, Building, Engineering, Traffic, Utilities, Public Works and Fire Departments.

Courtney Chuenyane of Brokaw Design is the lead electrical engineer for the project. Courtney has collaborated with Hedgpeth Architects on lighting and electrical systems design for both commercial and residential projects, and specifically in new commercial projects in Montgomery Village. Their project experience is particularly relevant to the scope of work of this RFP, encompassing coreshell remodels for military and government installations, and of Sonoma County landmarks such as the Charles M. Schulz Sonoma County Airport and the Santa Rosa Junior College.

John Cook will lead MKM Structural Engineers in the structural design of the New Façade and the core shell remodel. MKM and Hedgpeth Architects share a decades-long history of partnering on projects, including at Montgomery Village. As local firms with deep roots in the local community, both our companies share the experience of being leaders in the County of Sonoma’s design and building fields, expertise in the application of this jurisdiction’s land use and building codes, rapport with regulatory agencies, and an in-depth knowledge of construction methods and solutions. MKM brings to the project team all the relevant skills needed for the success of this shell-core remodeling project, including seismic rehabilitation and upgrade,

3

value engineering, and structural design for permit approval.

Their experience encompasses civic, commercial, educational, healthcare, historic, hospitality, and winery/brewery building types.

Sarah Pernula and the energy consultants at Sol Data Energy Consulting will design and perform the energy analysis, HERS rating and CalGreen certification of the remodel, providing the project with cost effective solutions to maximize energy performance and sustainability in the improvements to the building.

Hedgpeth Architects has depended on Sol Data for exploring multiple compliance options in energy modeling for projects, and for offering practical and accurate energy solutions to avoid unnecessary construction expenses. Sol Data offers feedback to improve the project’s comfort and efficiency, as well as expertise on preparing permitting documentation required by the State’s green building code.

They work closely with the City’s building department, contractors and subcontractors to resolve energy code questions during construction.

The Fire Consultants Inc. specializes in the design, installation, testing and inspection of fire sprinkler, alarm and pump systems for commercial clients. As part of the project team they will provide the life safety and property protection/fire protection for the remodeled grocery store.

We understand the planned shell core renovation of this building is a major component of the improvements WS is planning for Montgomery Village. Bringing a nationally known and upscale grocer in as a partner is an amenity for the Village and the neighborhood. Bringing in a built-in customer base, the newly remodeled store will transform the shopping center into a grocery anchored retail destination, activating the Village with an urban energy and lending premium value to the surrounding retail spaces and residential properties.

4

Hedgpeth Architects is a small firm with big firm experience. Our team members and our firm will bring to this project both skilled collaboration and highly personalized service. A project of the size and typology, vision and values, as embodied in WS’s plan to remodel this structure into an exciting and relevant community asset, is exactly the kind of work we love to do. We would be honored to build a relationship with WS and to have the opportunity to bring to the project the full measure of our experience and commitment to great design and project management.

Respectfully,

Warren J. Hedgpeth Principal and Owner

5

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Montgomery Village • Boudin SF • Interiors

6

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Detailed Scope of Work and Deliverables The project team is prepared to start this Core Shell Remodel of the existing grocery store within two weeks of receiving a “Notice to Proceed”.

Hedgpeth Architect’s understanding of the project scope of work is described below.

I.

Research, Programming, Planning and Schematic Design A.

Research – based on due diligence on site investigation and on a professional survey of the building and setting, understand the structural, utilities and jurisdictional constraints and opportunities inherent to the existing building site and structure. The building has two front facades, one on Farmer’s Lane, and one on Hahman Drive, both with surface parking areas. The facades are connected by a pedestrian passage that provides the opportunity to connect the primary entrances with a landscaped outdoor common space. Access to the site is from public right of ways on Farmer’s Lane, Hahman Drive and Patio Court.

B.

Programming – define the project program and establish the planning solution for the locations and functions of the primary entries and outdoor spaces, as well as establish general layout of main functions of the store

C.

Planning – optimize configuration of the floor plan given existing building and site conditions, locating entrances, sales, unloading and delivery, refrigeration, food preparation areas, food serving, storage, employee services, customer services, office functions etc.

D.

Schematic Design – utilize the survey documents to develop the architectural and façade design of the remodeled store, working with Owner and Tenant to align the project with the construction budget. Prepare base drawings for a Design Review Presentation Deck, including perspective and rendered views illustrating all exterior elevations, signage, architectural, drainage and utilities site plans, floor plan, and site plans.

7

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL Research Tasks – 1.

Coordinate Pre – Design and Kick – Off Meeting to review and affirm project goals, site issues, program and project schedule; Meeting Summary; Project Schedule

2.

Review Design Vision Package provided by Owner

3.

Owner to Perform or Provide Existing Site Boundary, Topographic, Utilities, Access and Existing Conditions Survey

4.

Perform Site Utilities and Building Waterproofing Investigation

5.

Prepare Survey Drawings

6.

Research and Analysis of Regulatory and Permitting Requirements

7.

Prepare Comprehensive Base Site/Building Plan of Constraints and Opportunities

Programming Tasks1.

Coordinate Programming Meetings; Meeting Summaries; Project Schedule

2.

Define Site and Outdoor Space Programming and Project Scope

3.

Define Building Exterior and Interior Programming and Project Scope

Planning Task Required by City of Santa Rosa and by Owner1.

Coordinate Site and Building Planning Meetings; Meeting Summaries; Project Schedule

2.

Develop Alternative Site and Building Plan/New Façade Concepts based on Owner’s Design Vision Package

3.

Refine preferred schematic design alternative

4.

Submit a Preliminary Development Review Application for pre-design meeting with City of Santa Rosa Planning, Building, Utilities, Public Works, Engineering and Fire Departments

5.

Contract for Technical Studies for environmental approval as Recommended by City of Santa Rosa

Montgomery Village Adjacent •Boys and Girls Club of Greater Santa Rosa • Exterior

8

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL Schematic Design Tasks1.

Coordinate Site and Building Planning Meetings; Meeting Summaries; Project Schedule

2.

Prepare 50% Schematic Design Drawings

3.

Calculate GFA and GLA of schematic design plan

4.

Neighborhood Meeting, if required

5.

Prepare 100% Schematic Design Drawings

6.

Concept Design Review Meeting, if required

7.

Coordinate with Electrical Engineer for Site Photometric Plan

8.

Coordinate with Energy Consultant for PV plan, if included in scope of work

Montgomery Village • Stone Monument Sign at Montgomery Dr. and Farmer’s Lane

9

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL Schematic Design DeliverablesA.

Architectural Drawings

1.

Site Plan

2.

Floor Plan

3.

Roof Plan, including PV if applicable

4.

Elevations

5.

Enlarged Elevations

6.

Rendered Perspective Building Elevations

7.

Materials and Colors Board

8.

Building Sections

9.

Site Photometric Analysis

10.

Preliminary Building and Site Signage Plan and Elevations

11.

Building and Zoning Code Analysis, Path of Travel Plan, Exiting Plan

12.

ADA Signage and Details

13.

Preliminary Wall Sections Details

14.

Preliminary Door and Window Details

15.

Preliminary Building Waterproofing Details

Montgomery Village • CrepeVine • Exterior

10

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

B.

Structural Engineer

1.

Preliminary Foundation Plan

2.

Preliminary Floor and Wall Framing Plan

3.

Preliminary Roof Framing Plan

C.

Mechanical and Plumbing Engineer

1.

Schematic Mechanical Site Plan

2.

Schematic Mechanical Roof Plan

3.

Schematic Plumbing Site Plan

4.

Schematic Plumbing Floor Plan

D.

Electrical Engineer

1.

Schematic Electrical Site Plan

2.

Schematic Electrical Roof Plan

3.

Schematic Electrical Floor Plan

E. Fire and Life Safety Design-Build Consultant (To Be Determined)

Magnolia Place • Barbecue Canopy

11

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

II. Design and Planning Approvals

Work with City of Santa Rosa to secure planning approval of the project from the Planning, Engineering, Building and Fire Department. Prepare Final Design Approval documents to be used by project contractor to secure preliminary Pacific Gas and Electric permits for dry utilities service.

Design and Planning Tasks: 1.

Coordinate Project Meetings; Meeting Summaries; Project Schedule

2.

Prepare Project Design Narrative and Planning Entitlement Applications

3.

Submit Schematic Design Package Presentation Deck to City of Santa Rosa for Major Design Review

4.

Owner/Contractor to submit work order applications to Pacific Gas and Electric Company

5.

Preliminary Design Review Meeting

6.

Response to City of Santa Rosa Design Review Meeting Minutes

7.

Response to City of Santa Rosa Issues and Concerns Letter

8.

Response to City of Santa Rosa Incomplete Submittal Items

9.

Coordinate Technical Studies for environmental approval as required by City of Santa Rosa

10.

Review 50% Core and Shell package with Owner and Tenant

11.

Coordinate Schematic Design with Tenant’s Interior Architecture and Fit-Out Design

12.

Coordinate Schematic Design with Owner’s and Tenant’s long lead items

13.

Calculate GFA and GLA of planning approval design plan

Magnolia Place • North Street Elevation • Exterior

12

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

III. Design Development, Construction Documentation for Construction Permit Submittal, Bidding Design Development and Construction Documentation Tasks: 1.

Coordinate Project Meetings; Meeting Summaries; Project Schedule

2.

Prepare Construction Drawings

3.

Prepare Construction Specifications – short form

4.

Calculate GFA and GLA of construction permit plan

5.

Review 50% Construction Drawings, including Design Development, stairs, elevators, special equipment, with Owner and Tenant

6.

Final Approval of Planning Entitlement

7.

Prepare First submittal and applications to Building and Fire Departments for Construction Permit

8.

Prepare First Plan Building and Fire Plan Check Responses

9.

Prepare Second Plan Building and Fire Plan Check Response and 100% Construction Permit Drawings

10.

Review 100% Construction Drawings, including Design Development, stairs, elevators, special equipment, with Owner and Tenant

11.

Plan Check Approval, Contractor pulls Building Permit

12.

Prepare Bid Package

13.

Respond to Bidding RFI’s

14.

Issue Addendums to Construction Permit Documents as required

Montgomery Village • Coldwater Creek Elevation Study • Exterior

13

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Design Development and Construction Documentation Deliverables:

Architect of Record Project Information Code Analysis Non-Residential Cal-Green Tier 1 Checklist Site Demolition Plan Floor Demolition Plan Roof Demolition Plan Reflected Ceiling Demolition Plan Demolition Elevations Site Plan Floor Plan Roof Plan Reflected Ceiling Plans Elevations Enlarged Elevations Building Sections Wall Sections Window and Door Schedule Signage and Graphics Site and Building Sign Location Plan Construction Details Technical Specifications

Montgomery Village •Seating Area Facing Boudin SF • Exterior

14

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Structural Engineer Foundation Plans Floor Framing Plan Roof Framing Plan Structural Details Structural Design Calculation Technical Specifications

Mechanical and Plumbing Engineer Mechanical Site Plan Mechanical Floor Plan Supply and Return Ductwork Plumbing Floor Plan-Fixture Locations Mechanical Roof Plan-Equipment Location Plumbing Rood Plan-Roof Drains Title 24 Energy Analysis Equipment Schedule Standard Details Technical Specifications/Cut-sheets

Lago Fresca • Entry Perspective

15

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Electrical Engineer Electrical Site Plan Building Lighting Plan Building Power Plan Single Line Drawing and Panel Schedules Technical Specifications/Cut-sheets Equipment Location Floor Plan Data and Signal Floor Plan Technical Specifications/Cut-sheets

Fire and Life Safety (To Be Determined)

16

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

IV. Construction Observation Construction Observation Tasks: 1.

Coordinate Project Meetings; Meeting Summaries; Project Schedule

2.

Site and Construction Observation

3.

Review Shop Drawings

4.

Review and respond to contractor RFI’s and ASI’s, payment requisitions

5.

Prepare Change Orders as required

6.

Prepare ASI’s as required

7.

Issue punch list and project close-out documentation for Certificate of Occupancy

Art House •Design Sketch Elevation • Exterior

17

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Art House • Facade

18

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Fee Schedule Matrix

ARCHITECT OF RECOR Phase I. II. III. IV. V.

Schematic Design Design Development Construction Documents Bidding Phase Construction Phase Subtotal Reimburseables Totals

Percent of Total

Architectural

20% 25% 33% 2% 20%

Total 142,090 177,620 234,456 14,210 142,090 710466 5,000 715466

Mechanical/Plumbing

Structural

Total

Total

10,500 7,500 12,000 3,000 6,000 39000 500 39500

E

5,000 15,000 50,000 3,500 26,000 99500 2,000 101500

FEE CALCULATION BREAKDOWN $250 Sq Ft $150 Sq Ft

Base Unit Cost for New Construction of Food Market Base Unit Cost for Renovation of Food Market used to determine A/E Fees (Renovation work = 60% of Base Unit Cost for New Construction of Food Market) 60% X $250/ Sq Ft = $150

Estimated Renovation Cost = $150 Sq Ft x 39,589 Sq Sf = $5,938,350 Estimated A&E Fees = 15.4% of Renovation Cost 15.4% x $5,938,350 = $916,216 $916,216 $205,750 $710,466

A/E Fees based on percentage of construction cost Deduct Consultants Fees Base Architectural Fee

Kawana Springs Family Apartments • Bird’s Eye Perspective Rendering

19

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

RD BASIC SERVICE FEES

Electrical

Energy/CalGreen

Fire/Life Safety

Signage Design Add Alt

Building Survey

Total

Total

Total

Total

Total

1500 3000 5500 800

2500 500

6000 20,000

10800

3000

10800

3000

26000 500 26500

0

27450

0

27450

Total Total 159,090 211,620 322,456 21,510 174,090 916216 8,000 924216

20

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

PROJECT TIMELINE

02 y2 Ma

Ap ri

l2

02

3

02

3

3 Ma rch 2

02 ry 2 rua Fe b

20 23

22 er mb ce

Ja nu ary

20

02 r2

20 er

be

De

1

ve m

1

No

5

22

02 tem

4

Oc tob

be

02

r2

2

3

Se p

Ju

2

Au g

Ju n

ly

e2

20

us tl 2

22

2 02

22 20 Ma y

2 02 l2 Ap ri

Project AOR and Team Selection 2 Site and Building Survey

2

2

Montgomery Village Grocery Core and Shell Proposal

1

Meetings w/ Owner, Tenant & Team to review project Research, Programming, 4 Begin Design Studies 5 Schematic Design 3

6 Tenant Review & approval Design Review & 7 Entitlements 8 Design Development 9 Tenant Review & approval

1

1

10 Construction Documents Plan Check, Response 11 and Permitting 9 Tenant Review & approval

6

7

1

1

12 Bidding and Negotiation 13 Contract & Mobilization Construction Admin.

14 Core and Shell (AOR scope of

15 Project Closeout work complete) Construction Admin.

16 Fit Out 17 Project Closeout Milestones 1 Tenant approval of design. AOR can make final adjustments to the design before submitting for Design Review.

2 50% Schematic Design review 3 100% Schematic Design review 4 50% Design Development review 5 100% Design Development review 6 50% Construction Documents review 7 100% Construction Documents review 8 Issue of permit and start of contractor mobilization 9 Completion of Core and Shell 10 Begin Fit Out 11 Completion of Fit Out

El Roy’s Express Mexican Restaurant- Rohnert Park • Perspective Rendering

21

tem

3

r2

02

be

us t2

ce m

ve m

Ma

rua

02 Ap ril

tem

4

r2

02

be

us t2

4

3

02 Oc tob er 20 24

Se p

Au g

24

20

4

4

02

02

e2

ly

Ju

Ju n

4

24

y2

20

Ma

02

02

02

4

ry 2 rch 2

Fe b

r2

r2

20 24

be

be

Ja nu ary

De

No

3

3

02 Oc tob er 20 23

Se p

Au g

3

23

02

20

e2

Ju ly

Ju n

23

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

8 9 10 11

22

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Hedgpeth Architects Design Staff and Staffing Plan Hedgpeth Architects embraces diversity, equity and inclusion, and seeks to partner with teams that possess the same value.

23

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Warren Hedgpeth

Founder, Principal and Owner, Hedgpeth Architects warren@hedgpetharchitects.com Education University of Oregon, School of Fine Arts Portland State University University of Oregon, Bachelor of Architecture

Biography Warren Hedgpeth is the Principal and design director of Warren Hedgpeth Architects. A wide range of design expression in commercial, medical, industrial and housing projects over the last 30 years comes from his interest in buildings addressing their context. Mr. Hedgpeth feels a client’s specific program creates a rich opportunity to interpret a project. Mr. Hedgpeth maintains a close personal relationship with all the projects designed to maintain quality and clarity in the intended design.

His emphasis and interest in design stems from an extensive applied art background, previously being a fine arts major in painting. He became an Architecture major while developing a curriculum in Landscape Architecture. While attending the University of Oregon, Mr. Hedgpeth was Associate Professor of Spatial Composition, Dynamics, and Site Planning, and he studied architecture and landscaping at a graduate level.

Mr. Hedgpeth has been president of the Redwood Chapter of the American Institute of Architects as well as a past board member of the Building Industry of America. He has been appointed to several task forces on City/County levels to improve planning design standards to increase flexibility and creativity in site planning of projects. Mr. Hedgpeth also serves as Vice Chair on the City of Santa Rosa Design Review Committee.

Mr. Hedgpeth is also an exhibiting artist and painter, currently at the SOMO Village Gallery.

His body of work can be viewed at https://manifest61.com

Architectural Registration California, #C14601 National Council of Architectural Registration Boards, #66361 Professional Activities Building Industry of America, Board of Directors North Bay Chapter American Institute of Architects, Redwood Chapter President 1989, Vice President/President Elect Sitka Art Center Planning/Design Committee, Cascade Head, Oregon Professional Committees City of Santa Rosa Design Review Committee City of Santa Rosa Development Standards Task Force City of Santa Rosa Affordable Housing Committee Chamber of Commerce Affordable Housing Task Force Sonoma County Housing Element Committee Building Industry of America Affordable Housing Newsletter Committee/Editor

24

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Ingrid Anderson

Project Planning, Architectural Design, Master Planning, Project Management Lead ingrid@hedgpetharchitects.com Education Rice University, Master of Architecture Bryn Mawr College, Ars Baccalaureate

Biography Ingrid is passionate about creating innovative site planning and buildings that create space where communities can come together. Ingrid’s focus has been on mixed use and multifamily housing projects, including, most recently, the design of 200 affordable apartments in the Kawana Springs and Orchard Commons Apartments and Community Centers in Santa Rosa, California, for which she was planner and site and building designer.

In her architectural work, Ingrid sees a new urban typology in combining two seemingly opposing building programs, private commercial development and civic space. For Hedgpeth Architects, infill development presents opportunities for the designer to respond to the City’s hybrid of urban and suburban contexts and to engage their users in fresh and memorable places. Ingrid enjoys collaborating with clients to produce solutions for their design vision. She loves working in Architecture because the practice provides her to space and freedom to implement her planning, management and design skills, as well as to innovate, to be curious, and to give back to the community. Ingrid’s solutions-based approach and creativity grew out of her earlier experience as a teacher, artist, young scientist and first generation immigrant to the United States. She graduated from Rice University’s Architectural Graduate Program with a first professional degree in Architecture, and from Bryn Mawr College with an undergraduate degree, with honors, in Urban Planning and Architectural History.

Relevant Project Experience • Kawana Springs Family Apartments, Santa Rosa CA • Orchard Commons Family Apartments, Santa Rosa CA • Magnolia Place Apartments, Santa Rosa CA • Ortiz Plaza Family Apartments, Santa Rosa CA • 3093 Marlow Road Shopping Center, Santa Rosa CA • Canine Companions for Independence Northwest Training Center &National Headquarters, Santa Rosa CA • Paseo Chapala Mixed Use, Santa Barbara CA • Jury Assembly Building, Santa Barbara CA • Hillel Student Center, University of California, Santa Barbara CA • Montecito Sea Meadow, Montecito CA • Milken Institute and Retreat, Incline Village NV • “Villa Solana” (Peabody Estate), Montecito CA • Santa Barbara Zoo, Santa Barbara CA Architectural Registration National Council of Architectural Registration Boards #364694

25

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

John Anderson

Architectural Rendering and Modeling, Project Management, Construction Documentation, Construction Administration john@hedgpetharchitects.com Education University of Florida, Bachelor of Architecture

Biography As a project manager with more than 45 years of experience in building construction and architecture, John has been a skilled team leader for architectural firms in Orlando, Phoenix, Santa Barbara and San Francisco. His expertise is in research, systems coordination, construction documentation and construction administration, as well as 3D CAD, CAD management and rendering. John brings his energy for problem solving excellence to numerous mixed use, multi-family and premium residential projects.

A native of Florida, John holds a Bachelor of Science in Geology from the University of Florida and has completed over graduate level coursework in architecture & business. John was a licensed General Contractor in Florida. He is also LEED AP certified in B, D&C. In his early professional years, John gained grass roots experience as a superintendent and project manager for large scale urban commercial and residential construction projects in Orlando and Phoenix, as well as working in engineering firms in material testing and state permitting. His curiosity with construction materials and methods, as well as innovation in building moved him to switch from construction into the field of architectural design. With John’s understanding of detailing and assemblies, and his passion for CAD and REVIT, he has played a key role in the development and execution of complex and large-scale projects.

Relevant Project Experience • Kawana Springs Family Apartments, Santa Rosa (5 Story) • Orchard Commons Family Apartments, Santa Rosa • El Ray THeater, Retail and Luxury Condiminiums, San Fancisco (5 Story) • 980 Fulsom Retail and Luxury Condiminiums, San Francisco (8 Story) • Linden Avenue Mixed Use, Carpenteria • Thistle Landing, Phoenix (Tilt-up Office Building) • Paseo Chapala Mixed Use, Santa Barbara CA • La Salsa, Sbarros, Wlinks & Dickey’s Mall Restaurants, Texas • Columbia Healthcare Information Systems Data Center, Tempe • BodyPlan Medical Diagnosis CT Scan Center, Santa Barbara • “Isla Mar”, Historic Renovation, Santa Barbara

Architectural Registration National Council of Architectural Registration Boards #276233

26

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Robert Beall

Senior Project Architect bob@hedgpetharchitects.com Education University of Arizona, Bachelor of Architecture, 1975

Biography Robert brings his experience in the administration of a wide variety of building types and sizes. His main focus is on commercial, industrial, and advanced technologies. Mr. Beall served as the Project Architect for multiple projects for Montgomery Village (exterior façade renovations and 2 restaurants), Stanford University’s Advanced Materials Research Facility, Artesa Winery (an underground facility), Lockheed Aerospace & IBM advanced technology facilities, multi-family housing, churches, medical facilities and with the Solano County Architects office. Mr. Beall enjoys integrating technologically advanced building systems and innovative materials into the designs of his projects, for economic and efficiency advantage.

Relevant Project Experience • Boudin SF Restaurant – New Construction • Crepevine Restaurant - Interior and Exterior Renovation • ME Spa (previously Coldwater Creek) - Exterior Renovation • Ross Department Store - Exterior Renovation • Penzy Spices - Exterior Renovation • Soft Surroundings – Exterior Renovation • Stone Monument Sign at Montgomery Drive and Farmers Lane- New Construction • Canine Companions- New Construction • Alliance Dental • Perez Gym • Pace Supply- Shell Core Remodel • North Bay Motor Sport- Remodel • The Pharmacy Restaurant- Remodel • Magnolia Place- New Construction Architectural Registration California, #C11605 Arizona, #13334

27

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Kierra Morris

Architectural Rendering and Modeling, Project Management, Construction Documentation kierra@hedgpetharchitects.com Education University Of Oregon: College of Design, Bachelor of Architecture with Minor in Policy, Public Planning, and Management

Biography Born and raised in Orange County, California, Kierra moved to Oregon to pursue a Bachelor’s Degree in Architecture and minor in Planning, Public Policy and Management with the University of Oregon. After completing a 5-year Architectural program in the short span of four years, she graduated in June of 2019 and moved to Santa Rosa to begin career development with Hedgpeth Architects. She has been working with this office for two and a half years, and has experience in multi-family affordable housing, and custom residential projects.

Kierra is passionate about finding sustainable and economic solutions that are beautiful and that support the human experience by using architecture as a catalyst. She is a project drafter that specializes in the Autodesk Revit program. In addition, she is proficient using Adobe Creative Suite programs (i.e., Photoshop, InDesign, Illustrator). As a designer, she has aided the project teams in completing design drawing sets starting from schematic design and completing through construction document phases under the supervision of project architects, and project managers. She looks forward to obtaining Architectural Licensure with the State of California in the near future.

Relevant Project Experience • Boy’s and Girl’s Club of Greater Santa Rosa- Renovation of Existing Shell, Santa Rosa • Kawana Springs Family Apartments- New Construction, Santa Rosa • Orchard Commons- New Construction, Santa Rosa • Badgley Residence- New Construction, Santa Rosa Architectural Registration National Council of Architectural Registration Boards #854929

28

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Paul Gilger

Senior Project Designer paul@hedgpetharchitects.com Education University of Cincinnati, Bachelor of Architecture College-Conservatory of Music, Studies in Technical Theatre and Set Design

Biography Paul Gilger has worked in architecture since 1972. His skills in all phases of architectural practice, with particular strengths in residential, commercial, medical and entertainment facilities, compliments the firm’s commitment to providing innovative yet practical solutions within the scope of the project. With Hedgpeth Architects, Mr. Gilger has designed over 2500 homes. In 1991, he served as the Project Designer for the Industrial Light & Magic Studios in San Rafael, California for filmmaker George Lucas, and in 1998 he prepared renderings for the Disney/MGM Film Studios in Tokyo, Japan. In addition, Mr. Gilger has designed home plans for Home Planners, Inc. of Tucson, Arizona, with whom his designs appeared in “House Beautiful” and “Better Homes and Gardens” magazines. Mr. Gilger served as the Chair of the Housing Work Force for the City of Santa Rosa’s City Vision Project, in participation with the American Institute of Architect’s Regional Urban Design Team (R/UDAT), and he has served as Secretary of the Board for the American Institute of Architect’s Redwood Empire Chapter.

Relevant Project Experience • Cloverdale Performing Arts Center – Renovation of existing shell to theatre • 6th Street Playhouse – Renovation of existing shell to theatre • Left Edge Theatre – Renovation of existing shell to theatre • Elroys Mexican Grill Restaurant – Renovation of existing core-shell to restaurant • Fru-ta Natural Artisan Ice Cream Shop – Renovation of existing core-shell to restaurant and ice cream production factory Architectural Registration Ohio, #6767 National Council of Architectural Registration Boards, #26968

29

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Anna Crowder

Office Manager anna@hedgpetharchitects.com Education Canada College, Bachelor of Business Administration

Biography Anna Crowder holds a Business Administration degree from Canada College. She has over 20 years of experience in accounting and office management in the medical, retail, property management and real estate professions in Sonoma, Santa Clara and San Mateo Counties.

She was born in Wichita, Kansas to an Icelandic mother and American father. She met her husband in Redwood City, CA and together they have raised three sons. She was brought up with high morals and work ethic and brings to our office team building skills, new and innovative ideas and a keen attention to details.

During her spare time, she loves to spend time with her husband, children and grandchildren along with reading a good book and outdoor recreation such as camping, hiking and traveling.

30

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Staffing Plan Ingrid Anderson Project team manager to lead multi-disciplinary design process Principal point of contact Coordination of document design meetings Coordination of tasks to meet milestones and project deliverables Lead designer in planning and schematic design phases Lead collaborator with Owner and Tenant for project programming, new façade design Lead zoning and building code analysis Assist Owner to obtain planning approval and entitlement process John Anderson PresentationDeck Construction Permit Documentation Building Technology Lead Project Coordinator in DD and CD Phases Implementation of project program, building, fire, accessibility and local safety codes and regulations Incorporate efficiencies in program, building layout and building systems through all phases of design Construction Administration and Observation Robert Beall Construction Permit Documentation Construction Detailing Implementation of building code and regulations Construction Specifications, Coordination with consultants Quality control Kierra Morris Presentation Deck Construction Permit Documentation

31

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Relevant Projects Montgomery Village •Boudin SF Restaurant – New Construction •Crepevine Restaurant - Interior and Exterior Renovation •J. Jill – Exterior Renovation •ME Spa (previously Coldwater Creek) - Exterior Renovation •Ross Department Store - Exterior Renovation •Penzy Spices - Exterior Renovation •Soft Surroundings – Exterior Renovation •Stone Monument Sign at Montgomery Drive and Farmers Lane Redwood Shopping Center - Interior and Exterior Renovation Cloverdale Performing Arts Center – Renovation of existing shell to theatre 6th Street Playhouse – Renovation of existing shell to theatre Yogurt Time Shopping Center – Guerneville Road and Piner Lane – New Construction Boys and Girls Club of Greater Santa Rosa – Renovation of existing shell Left Edge Theatre – Renovation of existing shell to theatre Elroys Mexican Grill Restaurant – Renovation of existing core-shell to restaurant Fru-ta Natural Artisan Ice Cream Shop – Renovation of existing core-shell to restaurant and ice cream production factory

Steele Lane •Center Courtyard Arbor

32

Magnolia Place • Barbecue Seating Area

33

SAVE

PRINT

CLOSE DATE (MM/DD/YYYY)

CERTIFICATE OF LIABILITY INSURANCE

05/19/2021

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

CONTACT PRODUCER Chris Woods NAME: FAX PHONE David Haynes Insurance Agency (A/C, No): 707-568-2881 (A/C, No, Ext): 707-568-2880 E-MAIL PO Box 3639 ADDRESS: chris@haynesins.com Santa Rosa INSURED

CA 95402

INSURER(S) AFFORDING COVERAGE

INSURER A : INSURER B :

Hedgpeth Architects Inc 2321 Bethards Dr Suite B SANTA ROSA CA 95405

INSURER C :

Chicago Ins Co/Allianz Global Corp & Specialty Republic Indemnity Insurance U.S. Specialty Insurance Company

NAIC #

21865 27561 29599

INSURER D : INSURER E : INSURER F :

CERTIFICATE NUMBER: 20200622164227636

COVERAGES

REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR LTR

ADDL SUBR INSD WVD

TYPE OF INSURANCE

POLICY NUMBER

POLICY EFF POLICY EXP (MM/DD/YYYY) (MM/DD/YYYY)

COMMERCIAL GENERAL LIABILITY CLAIMS-MADE

OCCUR

A

X

ABA2021002292-00

04/01/2021 04/01/2022

GEN'L AGGREGATE LIMIT APPLIES PER: PROPOLICY LOC JECT OTHER: ANY AUTO OWNED AUTOS ONLY HIRED AUTOS ONLY

$

MED EXP (Any one person)

$

PERSONAL & ADV INJURY

$

GENERAL AGGREGATE

$

PRODUCTS - COMP/OP AGG

$

Fire Damage

$

COMBINED SINGLE LIMIT (Ea accident) BODILY INJURY (Per person)

AUTOMOBILE LIABILITY

A

LIMITS

EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence)

SCHEDULED AUTOS NON-OWNED AUTOS ONLY

ABA2021002292-00

04/01/2021 04/01/2022

$

$

2,000,000 300,000 10,000 4,000,000 4,000,000 1,000,000

$

BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident)

$ $

B

C

UMBRELLA LIAB

OCCUR

EACH OCCURRENCE

$

EXCESS LIAB

CLAIMS-MADE

AGGREGATE

$

DED RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below

Errors & Omissions

PER STATUTE

Y/N N/A

166926-20

09/01/2020 09/01/2021

OTHER

E.L. EACH ACCIDENT

$

E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT

E&O USS2131898

$

$

1,000,000 1,000,000 1,000,000 $2,000,000

05/20/2021 05/20/2022

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

(Specific to Job)

CERTIFICATE HOLDER

(Specific to Job)

CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE

ACORD 25 (2016/03)

© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

34

®

AIA Document B101 – 2017 TM

Standard Form of Agreement Between Owner and Architect AGREEMENT m a d e a s o f t h e « » d a y o f « » i n t h e y e a r « » (In words, indicate day, month and year.)

BETWEEN t h e A r c h i t e c t ’ s c l i e n t i d e n t i f i e d a s t h e O w n e r : (Name, legal status, address and other information)

a n d th e A rc h ite c t: (Name, legal status, address and other information)

ADDITIONS AND DELETIONS: The author of this document has added information needed for its completion.

The author may also have revised the text of the original AIA standard form.

An Additions and Deletions Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed.

[N A M E , A D D R E S S , T E L , E M A IL ] « » « » « »

This document has important legal consequences.

Consultation with an attorney is encouraged with respect to its completion or modification.

[N A M E O F E N T IT Y T H A T O W N S T H E P R O P E R T Y ] 3 3 B o y ls to n S tre e t, S u ite 3 0 0 0 C h e s tn u t H ill, M A 0 2 4 6 7 A ttn : T e l: E m a il:

fo r th e fo llo w in g P ro je c t: (Name, location and detailed description) [D E S C R IP T IO N A N D L O C A T IO N O F P R O JE C T ] « » « » T h e O w n e r a n d A rc h ite c t a g re e a s fo llo w s .

S e e H e d g p e th A rc h ite c ts c o m m e n ts b e lo w :

ELECTRONIC COPYING of any portion of this AIA® Document to another electronic file is prohibited and constitutes a violation of copyright laws as set forth in the footer of this document.

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

1

TABLE OF ARTICLES 1

INITIAL INFORMATION

2

ARCHITECT’S RESPONSIBILITIES

3

SCOPE OF ARCHITECT’S BASIC SERVICES

4

ADDITIONAL SERVICES

5

OWNER’S RESPONSIBILITIES

6

COST OF THE WORK

7

COPYRIGHTS AND LICENSES

8

CLAIMS AND DISPUTES

9

TERMINATION OR SUSPENSION

10

MISCELLANEOUS PROVISIONS

11

COMPENSATION

12

SPECIAL TERMS AND CONDITIONS

13

SCOPE OF THE AGREEMENT

ARTICLE 1 INITIAL INFORMATION § 1.1 T h i s A g r e e m e n t i s b a s e d o n t h e I n i t i a l I n f o r m a t i o n s e t f o r t h i n t h i s S e c t i o n 1 . 1 .

(For each item in this section, insert the information or a statement such as “not applicable” or “unknown at time of execution.”) § 1.1.1 T h e O w n e r ’ s p r o g r a m f o r t h e P r o j e c t : S e e Exhibit A a t t a c h e d h e r e t o (Insert the Owner’s program, identify documentation that establishes the Owner’s program, or state the manner in which the program will be developed.) «

» § 1.1.2 T h e P r o j e c t ’ s p h y s i c a l c h a r a c t e r i s t i c s : S e e Exhibit A a t t a c h e d h e r e t o (Identify or describe pertinent information about the Project’s physical characteristics, such as size; location; dimensions; geotechnical reports; site boundaries; topographic surveys; traffic and utility studies; availability of public and private utilities and services; legal description of the site, etc.)

«

A re re p o P G & c o m

a n y o f rt, s ite E c o m p le te d ,

th e s e d o c u m e n ts b o u n d a ry su rv e y m u n ic a tio n ? H a v in c lu d in g h a z a rd

a v a ila o r le g e a n y o u s m

b le fro m p re v io u s , s u c h a s G e o te c h a l d e s c rip tio n , tra ffic o r u tility s tu d ie s , s u rv e y s o f e x itin g c o n d itio n s b e e n a te ria l?

» § 1.1.3 T h e O w n e r ’ s b u d g e t f o r t h e C o s t o f t h e W o r k , a s d e f i n e d i n S e c t i o n 6 . 1 : (Provide total and, if known, a line item breakdown.)

[O R R E F E R E N C E E X H IB IT ] AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

2

«

» § 1.1.4 T h e O w n e r ’ s a n t i c i p a t e d d e s i g n a n d c o n s t r u c t i o n m i l e s t o n e d a t e s : .1

D e s ig n p h a s e m ile s to n e d a te s , if a n y :

S D A p p ro v a l P e rm it s u b m itta l .2

C o n s tru c tio n c o m m e n c e m e n t d a te : «

.3

» S u b s ta n tia l C o m p le tio n d a te o r d a te s : «

.4

» O th e r m ile s to n e d a te s : «

»

§ 1.1.5 T h e O w n e r i n t e n d s t h e f o l l o w i n g p r o c u r e m e n t a n d d e l i v e r y m e t h o d f o r t h e P r o j e c t : (Identify method such as competitive bid or negotiated contract, as well as any requirements for accelerated or fasttrack design and construction, multiple bid packages, or phased construction.) «

» § 1.1.6 T h e O w n e r ’ s S u s t a i n a b l e O b j e c t i v e f o r t h e P r o j e c t : (Identify and describe the Owner’s Sustainable Objective for the Project, if any.)

[A s p a rt o f B a s ic S e rv ic e s , th e A rc h ite c t s h a ll le a d a s y s te m p e rfo rm a n c e ” d e s ig n p ro c e s s e n g a g in g a ll m e m b e rs o f th e d g e n e ra tio n , m a te ria ls a n d s y s te m s re s e a rc h , d e s ig n o p tio n s c o n s tru c tio n o b s e rv a tio n , c o m m is s io n in g , a n d tra in in g o f O a c tu a l p e rfo rm a n c e o f th e P ro je c t in m e a s u ra b le w a y s a g a in b e c o n d u c te d in a w a y c o n s is te n t w ith th e re q u ire m e n ts o f f C e rtific a tio n ; p ro v id e d , h o w e v e r, th a t if a c tu a l filin g fo r a L p r o c e s s s h a ll b e tr e a te d a s a n A d d itio n a l S e r v ic e .] [ T O B E

W e u n d C a lifo rn C a lifo rn T ie rs o r a d d itio n a d d itio n

e rs ia ia sp a l a l

ta n d th a t n o g re G re e n B u ild in g E n e rg y C o d e sh e c ific L E E D C e s e rv ic e s . T h e s e s e rv ic e s o f a n E

a tic , in te r d is c ip lin a r y “ s u s ta in a b le ,” “ g r e e n ,” o r “ h ig e s ig n te a m , O w n e r, a n d O w n e r’s c o n s u lta n ts in id e a g e n e ra tio n , a n a ly s is , d e ta ile d d e s ig n , d o c u m e n ta tio n w n e r’s o p e ra tio n s p e rs o n n e l in a n a tte m p t to o p tim iz s t g o a ls e s ta b lis h e d e a rly in th is p ro c e s s . S e rv ic e s s h ilin g f o r a U .S . G r e e n B u ild in g C o u n c il L E E D E E D C e rtific a te is d ire c te d b y th e O w n e r, th e filin g R E V IE W E D O N A P R O JE C T S P E C IF IC B A S IS ]

e n c e rtific a te s a re b e in g S ta n d a rd s C o d e (C A L G a ll b e a d h e re d to . A n y a rtific a tio n le v e l re q u ire m h ig h e r le v e ls o f c o m p lia n e rg y C o n s u lta n t.

p u rsu re e n ) d d itio e n ts n c e m

e d . T h a n d th n a l C A a re to a y re q

h , e a ll

e e L G re e n b e u ire th e

§ 1.1.7 T h e O w n e r i d e n t i f i e s t h e f o l l o w i n g r e p r e s e n t a t i v e i n a c c o r d a n c e w i t h S e c t i o n 5 . 3 : (List name, address, and other contact information.)

[R E P R E S E N T A T IV E N A M E , T E L A N D E M A IL ] « » « » AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

3

«

» «

» «

» § 1.1.8 T h e p e r s o n s o r e n t i t i e s , i n a d d i t i o n t o t h e O w n e r ’ s r e p r e s e n t a t i v e , w h o a r e r e q u i r e d t o r e v i e w t h e A r c h i t e c t ’ s s u b m itta ls to th e O w n e r a re a s fo llo w s : (List name, address, and other contact information.) «

» § 1.1.9 T h e O w n e r s h a l l r e t a i n t h e f o l l o w i n g c o n s u l t a n t s a n d c o n t r a c t o r s : (List name, legal status, address, and other contact information.) .1

.2

.3

G e o te c h n ic a l E n g in e e r: «

» « «

» «

» «

» «

»

»

C iv il E n g in e e r: «

» « «

» «

» «

» «

»

»

O th e r, if a n y : (List any other consultants and contractors retained by the Owner.) «

»

§ 1.1.10 T h e A r c h i t e c t i d e n t i f i e s t h e f o l l o w i n g r e p r e s e n t a t i v e i n a c c o r d a n c e w i t h S e c t i o n 2 . 3 : (List name, address, and other contact information.)

[R E P R E S E N T A T IV E N A M E , T E L A N D E M A IL ] « » « » « » « » « » § 1.1.11 T h e A r c h i t e c t s h a l l r e t a i n t h e c o n s u l t a n t s i d e n t i f i e d i n S e c t i o n 1 . 1 . 1 1 . 1 : (List name, legal status, address, and other contact information.) § 1.1.11.1 C o n s u l t a n t s r e t a i n e d u n d e r B a s i c S e r v i c e s : .1 S tru c tu ra l E n g in e e r: «

» « «

» «

» «

» «

»

»

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

4

.2

.3

M e c h a n ic a l E n g in e e r: «

» « «

» «

» «

» «

»

»

E le c tric a l E n g in e e r: «

» « «

» «

»

»

L a n d s c a p e A rc h ite c t « » 5 . E n e r g y C o n s u l t a n t O p tio n a l: P h o to v o lta ic «

»

4 .

§ 1.1.12 O t h e r I n i t i a l I n f o r m a t i o n o n w h i c h t h e A g r e e m e n t i s b a s e d : «

» § 1.2 T h e O w n e r a n d A r c h i t e c t m a y r e l y o n t h e I n i t i a l I n f o r m a t i o n . § 1.3 T h e p a r t i e s s h a l l a g r e e u p o n p r o t o c o l s g o v e r n i n g t h e t r a n s m i s s i o n a n d u s e o f D o c u m e n t s o r a n y o t h e r in fo rm a tio n o r d o c u m e n ta tio n in d ig ita l fo rm .

T h e u s e o f a n y d ig ita l file s tra n s m itte d to th e O w n e r s h a ll b e a t th e u s in g p a rty ’s s o le ris k a n d w ith o u t lia b ility to th e a rc h ite c t o r th e a rc h ite c t’s c o n s u lta n ts a n d e a c h o r th e ir a g e n ts a n d e m p lo y e e s .

ARTICLE 2 ARCHITECT’S RESPONSIBILITIES § 2.1 T h e A r c h i t e c t s h a l l p r o v i d e p r o f e s s i o n a l s e r v i c e s a is p ro p e rly lic e n s e d in th e ju ris d ic tio n w h e re th e P ro je c t A g re e m e n t, o r s h a ll c a u s e s u c h s e rv ic e s to b e p e rfo rm e d A rc h ite c t s h a ll b e th e “ a rc h ite c t o f re c o rd ” fo r th e P ro je c in s p e c tio n a l s e rv ic e s d e p a rtm e n t o f th e m u n ic ip a lity in w

s s e t fo rth is lo c a te d b y a p p ro t fo r p u rp h ic h th e

in th is to p ro v p ria te ly o se s o f P ro je c t

A g re e m e n t. T h e A rc h ite c t id e th e s e rv ic e s re q u ire d b lic e n s e d d e s ig n p ro fe s s io n th e re q u ire m e n ts o f th e b u s ite is lo c a te d .]

re p re s e n ts th a t it y th is a ls . [T h e ild in g a n d /o r

§ 2.2 T h e A r c h i t e c t s h a l l b e r e s p o n s i b l e f o r t h e p e r f o r m a n c e o f a l l s e r v i c e s p r o v i d e d u n d e r t h i s A g r e e m e n t w h e t h e r s u c h s e rv ic e s a re p ro v id e d d ire c tly b y A rc h ite c t o r b y a n y c o n s u lta n t h ire d b y A rc h ite c t. T h e A rc h ite c t s h a ll p e rfo rm its s e rv ic e s u n d e r th is A g re e m e n t in a c c o rd a n c e w ith th e s ta n d a rd o f p ro fe s s io n a l s k ill a n d c a re e x p e c te d o f a rc h ite c tu ra l firm s p ra c tic in g in th e g e o g ra p h ic a re a in w h ic h th e P ro je c t is lo c a te d a n d e x p e rie n c e d in th e d e s ig n a n d c o n s tru c tio n o f p ro je c ts s im ila r in s c o p e a n d s iz e to th e P ro je c t (th e “ S ta n d a rd o f C a re ” ). T h e A rc h ite c t s h a ll c a u s e its c o n s u lta n ts to p e rfo rm th e ir s e rv ic e s in a c c o rd a n c e w ith th e s ta n d a rd s o f p ro fe s s io n a l s k ill a n d c a re e x p e c te d o f c o n s u lta n ts p ra c tic in g th e s a m e p ro fe s s io n s in th e g e o g ra p h ic a re a in w h ic h th e P ro je c t is lo c a te d a n d e x p e rie n c e d in th e p e rfo rm a n c e o f s u c h p ro fe s s io n a l s e rv ic e s . T h e A rc h ite c t s h a ll p e rfo rm its s e rv ic e s a s e x p e d itio u s ly a s is c o n s is te n t w ith s u c h p ro fe s s io n a l s k ill a n d c a re a n d th e o rd e rly p ro g re s s o f th e P ro je c t. § 2.2.1 T h e A r c h i t e c t s h a l l , c o n s in te g rity a n d c o o rd in a tio n o f th e e le c tric a l d e s ig n o f th e P ro je c t. T c o n s u lta n ts to p e rfo rm th e ir s e rv in fo rm a tio n fo r th e P ro je c t s h a ll

is te n t w d e s ig n h e A rc ic e s , in b e p re p

ith th e S ta n d a rd o f th e P ro je c t, in h ite c t s h a ll p e rfo a c c o rd a n c e w ith a re d b y th e A rc h

o f C a re , b e re sp c lu d in g b u t n o t rm its s e rv ic e s u , a n d a ll D ra w in ite c t a n d its c o n

o n s ib le fo r th e a d e q u a c y , lim ite d to th e s tru c tu ra l, m n d e r th is A g re e m e n t, a n d g s , S p e c ific a tio n s a n d o th s u lta n ts s o a s to c o m p ly w

s a fe ty a n d o v e ra ll e c h a n ic a l a n d c a u s e its e r d e s ig n ith : (i) a ll

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

5

a p p lic a b le fe d e ra l, s ta te a n d m u n ic ip a l la w s , c o d e s , re g u la tio n s , s ta tu te s , o rd in a n c e s , ru le s , o rd e rs , d e c re e s a n d d ire c tiv e s , in c lu d in g , w ith o u t lim ita tio n , th e A m e ric a n s w ith D is a b ilitie s A c t a n d th e A c c e s s ib ility G u id e lin e s re la tin g th e re to a n d a ll o th e r fe d e ra l, s ta te o r lo c a l a rc h ite c tu ra l b a rrie rs la w s , c o d e s , re g u la tio n s , s ta tu te s , o rd in a n c e s , ru le s , o rd e rs , d e c re e s a n d d ire c tiv e s a n d th e re q u ire m e n ts o f O w n e r’s fire in s u ra n c e u n d e rw rite rs , a n d (ii) a ll c o n d itio n s , re s tric tio n s o r re q u ire m e n ts im p o s e d b y th e te rm s o f, o r a p p lic a b le b y re a s o n o f, a p p lic a b le g o v e rn m e n ta l o r th ird -p a rty p e rm its , a p p ro v a ls , re v ie w p ro c e s s e s , c o n s e n ts , w a iv e rs , a g re e m e n ts a n d n o tic e s w ith re s p e c t to th e P ro je c t, in c lu d in g , w ith o u t lim ita tio n , a n y a p p lic a b le z o n in g o r o th e r la n d u s e p e rm its a n d a p p ro v a ls a n d b u ild in g p e rm its . A rc h ite c t s h a ll, a s p a rt o f its B a s ic S e rv ic e s , d ilig e n tly in v e s tig a te a ll o f th e m a tte rs d e s c rib e d in c la u s e s (i) a n d (ii) a b o v e th a t a re a p p lic a b le to th e P ro je c t, a n d s h a ll a d v is e O w n e r o n d e s ig n is s u e s re la tin g to th e d e s ig n ’s c o m p lia n c e w ith th e s a m e . F o llo w in g th e is s u a n c e o f th e a p p lic a b le b u ild in g p e rm it a u th o riz in g th e W o rk d e fin e d in a p a rtic u la r d e s ig n , D ra w in g o r S p e c ific a tio n , th e A rc h ite c t s h a ll a d v is e th e O w n e r o f a n y a lte ra tio n s o r c h a n g e s re q u ire d in th e C o n tra c t D o c u m e n ts b y a n y c h a n g e in o r w ith re s p e c t to a n y o f th e m a tte rs d e s c rib e d in c la u s e s (i) a n d (ii) a b o v e a ffe c tin g th e d e s ig n o f th e s u c h W o rk , o f w h ic h th e A rc h ite c t is a w a re o r s h o u ld b e a w a re in e x e rc is in g th e S ta n d a rd o f C a re . W ith o u t lim ita tio n o f th e fo re g o in g , A rc h ite c t s h a ll, a s p a rt o f its B a s ic S e rv ic e s h e re u n d e r, th e A rc h ite c t s h a ll d e s ig n a n d s iz e a ll b u ild in g s y s te m s fo r th e P ro je c t a n d th e c o n n e c tio n s a n d re n o v a tio n s to a n y e x is tin g fa c ilitie s to w h ic h it m a y c o n n e c t, a n d s h a ll u s e th e S ta n d a rd o f C a re to d e s ig n th e P ro je c t in a m a n n e r w h ic h w ill m in im iz e d is ru p tio n o r in te rru p tio n o f s e rv ic e s fo r th e P ro je c t a n d a n y e x is tin g fa c ilitie s to w h ic h it m a y c o n n e c t b o th d u rin g th e C o n s tru c tio n P h a s e a n d w h e n th e re s p e c tiv e b u ild in g s y s te m s a re c o n n e c te d . § 2.3 T h P ro je c t. s u p e rv is A rc h ite c

e A S u io n t’s

rc h ite c t s h a ll id e n tif c h re p re s e n ta tiv e (th o f th is P ro je c t o n b e P ro je c t te a m (th e “ A

y a re p re s e n ta e “ P ro je c t M a h a lf o f th e A r rc h ite c t’s P ro

tiv e a u th o n a g e r” ) w c h ite c t. T je c t T e a m

[N A M E O F A R C H IT E C T ’S P R O JE C T T E A M

riz e d to a c t o n b e h a lf o f th e A rc h ite c t w ith re s p e c t to th e ill b e th e in d iv id u a l in c h a rg e o f th e d ire c tio n a n d h e fo llo w in g in d iv id u a ls w ill b e th e m e m b e rs o f th e ” ):

A N D T H E IR T IT L E S ]

§ 2.3.1 T h e P r o j e c t M a n a g e r a n d t h e P r o j e c t T e a m s h a l l b e a v a i l a b l e t o r e s p o n d t o r e q u e s t s , c o m m e n t s , q a n d c o n c e rn s o f th e O w n e r a n d o th e r p a rtie s id e n tifie d b y th e O w n e r. T h e A rc h ite c t a g re e s th a t fo r s o lo n P ro je c t M a n a g e r is e m p lo y e d b y (o r, a s a p p ro p ria te , a p rin c ip a l o f) th e A rc h ite c t, [h e /s h e ] s h a ll d ire c t, s h re s p o n s ib le fo r, a n d s h a ll b e a v a ila b le in c o n n e c tio n w ith th is P ro je c t. If a t a n y tim e th e P ro je c t M a n a g e r a v a ila b le a s a fo re s a id , th e n [h is /h e r] re p la c e m e n t s h a ll b e s u b je c t to th e p rio r a p p ro v a l o f th e O w n e r. T h e P ro je c t T e a m w ill c o n s is t o f n e c e s s a ry a s s is ta n ts a n d o th e r te c h n ic a l a n d a d m in is tra tiv e p e rs o n n e l e a c h o s h a ll b e e x p e rie n c e d in p ro je c ts s im ila r in s iz e , s c o p e a n d c o m p le x ity o f th e P ro je c t. N o c h a n g e w ill b e m c o m p o s itio n o f th e A rc h ite c t’s P ro je c t T e a m w ith o u t th e O w n e r’s p rio r a p p ro v a l.

u e s tio n s g a s th e a ll b e is n o lo n g e r A rc h ite c t’s f w h o m a d e in th e

§ 2.4 T h e A r c h i t e c t s h a l l n o t e n g a g e i n a n y a c t i v i t y , o r a c c e p t a n y e m p l o y m e n t , i n t e r e s t o r c o n t r i b u t i o n t h a t w o u l d re a s o n a b ly a p p e a r to c o m p ro m is e th e A rc h ite c t’s p ro fe s s io n a l ju d g m e n t w ith re s p e c t to th is P ro je c t. § 2.5 A s p a r t o f B a s i c S e r v i c e s , t h e A r c h i t e c t s h a l l m a i n t a i n t h e f o l l o w i n g i n s u r a n c e o n a p r i m a r y a n d n o n c o n trib u to ry b a s is , h a v in g m in im u m lim its o f lia b ility a s s p e c ifie d b e lo w fro m a c o m p a n y o r c o m p a n ie s la w fu lly a u th o riz e d to d o b u s in e s s in th e ju ris d ic tio n in w h ic h th e P ro je c t s ite is lo c a te d , a n d h a v in g a B e s t’s ra tin g o f “ A + , X ” o r b e tte r u n le s s o th e rw is e a p p ro v e d in w ritin g b y th e O w n e r, to p ro te c t th e A rc h ite c t a n d its c o n s u lta n ts fro m c la im s w h ic h m a y a ris e o u t o f o r re s u lt fro m th e A rc h ite c t’s o r its c o n s u lta n ts ’ s e rv ic e s a n d o p e ra tio n s u n d e r th is A g re e m e n t a n d fo r w h ic h th e A rc h ite c t o r its c o n s u lta n ts m a y b e le g a lly lia b le , w h e th e r s u c h s e rv ic e s o r o p e ra tio n s b e p e rfo rm e d b y th e A rc h ite c t, a n y o f its c o n s u lta n ts o r b y a n y o n e d ire c tly o r in d ire c tly e m p lo y e d b y a n y o f th e m o r b y a n y o n e fo r w h o s e a c ts a n y o f th e m m a y b e lia b le : [N O T E : IN S U R A N C E L IM IT S O F L IA B IL IT Y S H O U L D B E R E V I E W E D O N A P R O J E C T - S P E C I F I C B A S I S .] § in a n to in

2.5.1 C o m m e r c i a l G e n e r a c lu d in g in ju ry to , o r d e s tr d c o m p le te d o p e ra tio n s c th e in d e m n ific a tio n o b lig d e p e n d e n t c o n tra c to r’s c o n o t le s s th a n [$ _ _ _ _ _ _ _ _ _ _

l L ia b ility P o lic y c o v e rin g b o d ily in ju ry u c tio n o f, ta n g ib le p ro p e rty , in c lu d in g lo o v e ra g e ; b ro a d fo rm c o n tra c tu a l lia b ility a tio n s u n d e rta k e n b y A rc h ite c t in S e c tio v e ra g e ; in c id e n ta l m a lp ra c tic e ; a n d h o s t _ _ _ _ _ _ ] p e r o c c u rre n c e a n d [$ _ _ _ _ _ _ _ _

(in c lu d in g d e a th ); b ro a d fo rm p ro p e rty d a m a g e s s o f u s e th e re fro m ; p e rs o n a l in ju ry ; p ro d u c ts c o v e ra g e s p e c ific a lly c o v e rin g b u t n o t lim ite d n 2 .1 1 ; c o v e r a g e f o r “ X ,” “ C ,” a n d “ U ” h a z a r d s ; liq u o r lia b ility ; a ll h a v in g lim its o f lia b ility o f _ _ _ _ _ _ _ ] g e n e ra l a g g re g a te .

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

6

§ c o a r a u

2.5.2 A m b in e is in g o to m o b

u to m o b ile d s in g le lim u t o f th e o w ile c o v e ra g

§ e m c o sa

2.5.3 U m p lo y e rs v e ra g e s tis fy a n y n a rro w e r c

L ia b ility c o v e rin g v e h ic le s o w n e d , a n d n o n -o w n e d v e h ic le s u s e d , b y th e A rc h ite c t w ith it o f n o t le s s th a n [$ _ _ _ _ _ _ _ _ _ _ _ ] fo r b o d ily in ju ry , d e a th o f a n y p e rs o n , o r p ro p e rty d a m a g e n e rs h ip , m a in te n a n c e o r u s e o f th o s e v e h ic le s , a lo n g w ith a n y o th e r s ta tu to rily re q u ire d e .

b re lla a n d E x c e s s L ia b ility p ro ’ lia b ility p o lic ie s re q u ire d h e re h a ll n o t b e le s s th a n [$ _ _ _ _ _ _ _ p o te n tia l c la im s re la tin g to th e o v e ra g e th a n th e u n d e rly in g p o

v id in g e x in . T h e m _ _ _ _ _ ] p P ro je c t. lic ie s .

c e ss in im e r o c U m b

c o v e ra g e to th e u n d e rly in g g e n e ra l lia b u m lim its re q u ire d fo r u m b re lla a n d /o r c u rre n c e a n d in th e a g g re g a te a n d s h a ll re lla o r e x c e s s lia b ility p o lic ie s s h a ll in

ility , a u to a n d e x c e s s lia b ility b e a v a ila b le to n o in s ta n c e p ro v id e

§ 2.5.4 W o r k e r s ’ C o m p e n s a t i o n a t s t a t u t o r y l i m i t s . § 2.5.5 E m p l o y e r s ’ L i a b i l i t y w i t h p o l i c y l i m i t s n o t l e s s t h a n [ $ _ _ _ _ _ _ _ _ _ _ _ _ ] . § 2.5.6 P r o f e A g re e m e n t h a g g re g a te a n m a y b e p ro v w h ic h w o rk a fte r fin a l c o

s s io n a l L ia b a v in g lim its d h a v in g n o id e d o n a c la u n d e r th is a g m p le tio n o f

ility c o o f lia b b o d ily im s -m re e m e th e w o

v e rin g e rro rs , o m is s io n s o r ility o f n o t le s s th a n [$ _ _ _ _ in ju ry , p o llu tio n , m o ld , a s b a d e fo rm p ro v id e d th a t a n y n t b e g in s , a n d s u c h c o v e ra g rk .

§ 2.5.7 V a l u a b l e P a p e r s C o v e r a g e h a v i n g a m i n i m u m [N O S U B W O S U R

T E C O R K F A

: T N T C

n e g lig e n t a _ _ _ _ _ _ _ _ _ e s to s a n d /o re tro a c tiv e e is c o n tin u

c ts a ris in g o u _ ] p e r c la im r p ro p e rty d a d a te fo r c o v e o u s ly m a in ta

t o f a n d m a g ra g e in e d

th e p e rfo rm a n c e o f th is [$ _ _ _ _ _ _ _ _ _ _ _ ] a n n u a l e e x c lu s io n s . T h is c o v e ra g e p re c e d e s th e d a te u p o n fo r n o t le s s th a n 6 y e a rs

lim it o f lia b ility o f $ 1 0 0 ,0 0 0 .

H E F O L L O W IN G S H O U L D B E IN C L U D E D IF A R C H IT E C T IS T O E N G A G E A N Y S U L T A N T O R S U B C O N T R A C T O R ( E .G ., L A N D S C A P E A R C H I T E C T ) W H O M A Y P E R F O R M H A T M A Y D IS T U R B O R A L T E R T H E L A N D O R A N E X T E R IO R O R IN T E R IO R B U IL D IN G E .]

A N Y

§ 2.5.8 [A r c h i t e c t s h a l l o b t a i n a n d m a i n t a i n u n t i l c o m p l e t i o n o f t h e w o r k c o n t r a c t o r ’ s p o l l u t i o n l i a b i l i t y i n s u r a n c e o n a n o c c u rre n c e b a s is c o v e rin g th e a c ts o f A rc h ite c t a n d a ll s u b c o n tra c to rs a n d s u b c o n s u lta n ts in a n a m o u n t n o t le s s th a n [ $ _ _ _ _ _ _ _ _ _ _ _ _ ] e a c h o c c u r r e n c e a n d in th e a g g r e g a te w ith a c a r r ie r a n d o n te r m s s a tis f a c to r y to O w n e r .] § 2.6 T h e A r c h i t e c t a n d m a in ta in th e s a m lia b ility a s th o s e s e t d o b u s in e s s in th e ju f o r th in S e c tio n 2 .7 .

s h a ll, e in s fo rth ris d ic

a s p a rt o f B a s ic S e rv ic e s , c a u s e e u ra n c e c o v e ra g e s re q u ire d o f th e i n Exhibit 2.6 f r o m r e p u t a b l e , f i n tio n w h e re th e P ro je c t s ite is lo c a

a c h A rc a n c te d

o f its h ite c t ia lly s a n d in

c o n s u lta n ts v ia w r h e re u n d e r, h a v in g o u n d in s u ra n c e c o c lu d in g s a m e te rm

itte n th e m p a s a n

a g re e m e n t to p u rc h a s e s a m e m in im u m lim its o f n ie s la w fu lly q u a lifie d to d re q u ire m e n ts a s s e t

§ 2.7 T h e O w n e r , W S A s s e t M a n a g e m e n t , I n c . , [ N O T E : I N S E R T A D D I T I O N A L E N T I T I E S ] , t h e O w n e r ’ s l e n d e r (if a n y ) a n d a n y o th e r p a rty re q u e s te d b y O w n e r a n d th e ir re s p e c tiv e m a n a g e rs , m e m b e rs , p a rtn e rs , o ffic e rs , d ire c to rs , s h a re h o ld e rs a n d e m p lo y e e s (c o lle c tiv e ly , th e “ In d e m n ifie d P a rtie s ” ) s h a ll b e n a m e d a s a d d itio n a l in s u re d s u n d e r a ll o f th e in s u r a n c e r e q u ir e d u n d e r S e c tio n s 2 .5 .1 , 2 .5 .2 a n d 2 .5 .3 o n a p r im a r y a n d n o n - c o n tr ib u to r y b a s is f o r p re m is e s lia b ility a n d p ro d u c ts /c o m p le te d o p e ra tio n s a n d fo r fu ll lim its a n d fu ll c o v e ra g e te rm re q u ire d . T h e p ro d u c ts a n d c o m p le te d o p e ra tio n s c o v e ra g e s s h a ll b e m a in ta in e d o n b e h a lf o f th e In d e m n ifie d P a rtie s a s a d d itio n a l in s u re d s o n s u c h b a s is fo r a p e rio d o f a t le a s t th re e y e a rs fo llo w in g th e fin a l c o m p le tio n d a te o f th e W o rk . C o v e ra g e s u n d e r th e in s u r a n c e r e q u ir e d b y S e c tio n 2 .5 , w h e th e r w r itte n o n a n o c c u r r e n c e o r c la im s - m a d e b a s is , s h a ll b e m a in ta in e d w ith o u t in te rru p tio n fro m th e c o m m e n c e m e n t o f th e A rc h ite c t’s w o rk h e re u n d e r u n til th e d a te o f fin a l p a y m e n t a n d , in th e c a s e o f in s u r a n c e r e q u ir e d u n d e r S e c tio n 2 .5 .6 , u n til a t le a s t s ix ( 6 ) y e a r s f o llo w in g th e d a te o n w h ic h th e fin a l C e rtific a te fo r P a y m e n t is p ro v id e d (o r in th e a b s e n c e o f a fin a l C e rtific a te fo r P a y m e n t, s ix (6 ) y e a rs fo llo w in g th e d a te w h ic h is n in e ty (9 0 ) c a le n d a r d a y s a fte r S u b s ta n tia l C o m p le tio n ). § 2.8 C o n c c e rtific a te s 2 .6 a n d 2 .7 A rc h ite c t s

u rre n o f in in a d h a ll g

tly w su ra n v a n c iv e n

ith th e fu ll e x e c u tio n c e a c c e p ta b le to th e e o f e a c h re n e w a l d u o tic e to O w n e r fo rth

a n d O w n rin g w ith

d e liv e r e v th e w a fte r

e ry id e n o rk b e c

o f th c in g a n d o m in

is A g th e c th e re g a w

re e m e n t, th e A rc h ite c t o v e ra g e s a n d te rm s re q a fte r u p o n re q u e s t o f th a re th a t a n y c o v e ra g e u

s h a ll u ire d e O w n d e r

d e liv e r to th e O w n e r u n d e r S e c tio n s 2 .5 , n e r fro m tim e to tim e . a n y p o lic y o f

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

7

in s u ra n c e re q u ire d to b e m a in ta in e d b y A rc h ite c t u n d e r th is A g re e m e n t is to b e m a te ria lly c h a n g e d o r c a n c e le d b y th e is s u in g c o m p a n y . D e d u c tib le s o r s e lf-in s u re d re te n tio n s , if a n y , s h a ll b e e n tire ly a t A rc h ite c t’s e x p e n s e .

A d d itio n a l c e r tif ic a te s e v id e n c in g c o n tin u a tio n o f th e c o v e r a g e r e q u ir e d u n d e r S e c tio n 2 .5 .6 ( a s w e ll a s c o n s u lta n ts ’ p r o f e s s io n a l lia b ility c o v e r a g e s a s r e q u ir e d u n d e r S e c tio n 2 .6 ) s h a ll b e f ile d w ith th e O w n e r o n th e d a te o n w h ic h th e fin a l C e rtific a te fo r P a y m e n t is p ro v id e d (o r, in th e a b s e n c e o f a fin a l C e rtific a te fo r P a y m e n t, o n th e d a te w h ic h is n in e ty (9 0 ) c a le n d a r d a y s a fte r S u b s ta n tia l C o m p le tio n ) a n d a n n u a lly th e re a fte r fo r th e n e x t fiv e (5 ) y e a rs o n th e a n n iv e rs a ry o f s u c h d a te . S u c h o b lig a tio n s h a ll s u rv iv e th e m a k in g o f fin a l p a y m e n t h e re u n d e r. T h e m a in te n a n c e in fu ll c u rre n t fo rc e a n d e ffe c t o f a ll s u c h in s u ra n c e s h a ll b e a c o n d itio n p re c e d e n t to th e A rc h ite c t’s e x e rc is e o r e n fo rc e m e n t o f a n y rig h ts u n d e r th is A g re e m e n t. If re q u e s te d b y O w n e r, A rc h ite c t w ill p ro v id e O w n e r w ith c o p ie s o f a n y o f th e in s u ra n c e p o lic ie s th a t A rc h ite c t o r a n y o f its c o n s u lta n ts a re re q u ire d to m a in ta in u n d e r th is A g re e m e n t. § 2.9 A im p o s e A g re e m lim its h lim its s re q u ire

n y in s u ra n c e lim its re q u ire d b d o n th e A rc h ite c t o r a n y s u b c e n t. In th e e v e n t th a t th e A rc ig h e r th a n th e m in im u m c o v e h a ll in s u re a n d b e a v a ila b le to s u c h b ro a d e r te rm s a n d h ig h e

y th is A g re e o n s u lta n t o r h ite c t’s in s u ra g e a n d lim e a c h o f th e r lim its .

m e n t a re m in im u m lim its o n ly a n d s s u b c o n tra c to r re la tiv e to a n y s e rv ic e ra n c e c o v e ra g e s re q u ire d h e re in a ffo it a m o u n ts s p e c ifie d h e re u n d e r, (1 ) s A d d itio n a l In s u re d a n d (2 ) th is A g re

h a ll s p e rd b u c h e m e

n o t re s tric t th e rfo rm e d u n d e r ro a d e r c o v e ra g b ro a d e r te rm s n t s h a ll b e d e e

lia b th is e s a a n d m e d

ility n d /o r h ig h e r to

§ 2.10 A r c h i t e c t a n d s u b c o n s u l t a n t s a n d s u b c o n t r a c t o r s o f a n y t i e r s h a l l b e r e s p o n s i b l e f o r t h e i r o w n p r o p e r t y , t o o l s a n d e q u ip m e n t a n d a ll a s s o c ia te d p ro p e rty in s u ra n c e . § 2.11 Indemnification by Architect. § 2.11.1 L i a b i l i t i e s : A c la im , lia b ility , d a m a g lim ite d to re a s o n a b le a p ro p e rty lo s s o r d a m a g P a rtie s , th e ir c o n tra c to

s u s e d h e re in , th e te rm s e o r lo s s , e x p e n s e a n d /o tto rn e y s ’ fe e s a n d c la im e o r in ju ry to o th e rs (in rs a n d s u b c o n tra c to rs ).

§ 2.11.2 P o f, fro m a n e g lig e n t s e rv a n ts o

ro fe n d a p e rf r e m

ia b y L o f in

§ 2.11.3 O fro m a n d s u b je c te d c o n s u lta n

th e r L ia b ilitie s : a g a in s t a n y L ia b , to th e e x te n t c a ts , s e rv a n ts o r e m

s s io n a l L g a in s t a n o rm a n c e p lo y e e s ,

“ L ia b ility ” o r “ L ia b ilitie s ” s h a r re a s o n a b le c o s t o f e v e ry k in d s , lia b ilitie s , d a m a g e s , lo s s e s o c lu d in g w ith o u t lim ita tio n p e rs

ility C la im s : T h e A rc h ite c t a g re e ia b ilitie s to w h ic h th e In d e m n ifie s e rv ic e s h e re u n d e r o r th e w illfu l m c o n n e c tio n th e re w ith (c o lle c tiv e ly T h e A ilitie s u se d b p lo y e

s to in d e m n ify a n d P a rtie s m a y b e is c o n d u c t o f th e , “ P ro fe s s io n a l L

ll m e a n , o r d e sc r r e x p e n s o n n e l o f

d su A ia

s in g ly a n d ip tio n , in c e s a ris in g A rc h ite c t

s a v e h a rm le s b je c te d , to th rc h ite c t, its a b ility C la im s

c o lle c tiv lu d in g b u fro m p e rs a n d th e In

e ly , a n y t n o t o n a l in ju ry , d e m n ifie d

s th e In d e m n ifie d P a rtie s e e x te n t c a u s e d b y th e g e n ts , c o n s u lta n ts , ” ).

rc h ite c t a g re e s to in d e m n ify , d e fe n d a n d s a v e h a rm le s s th e In d e m n ifie d P a rtie s o f, (o th e r th a n P ro fe s s io n a l L ia b ility C la im s ) to w h ic h th e In d e m n ifie d P a rtie s m a y b e y th e n e g lig e n t a c t o r o m is s io n o r w illfu l m is c o n d u c t o f th e A rc h ite c t, its a g e n ts , e s.

§ 2.11.4 G e n e r a l : I n n o e v e n t s h a l l a n y o f t h e f o r e g o i n g i n d e m n i f i c a t i o n o b l i g a t i o n s o f A r c h i t e c t w i t h r e s p e c t t o a n y L ia b ility e x te n d b e y o n d th e d a te w h e n th e in s titu tio n o f le g a l o r e q u ita b le p ro c e e d in g s fo r s u c h L ia b ility w o u ld b e b a rre d b y a n a p p lic a b le s ta tu te o f re p o s e o r s ta tu te o f lim ita tio n s . § § a c a n sh P r sh

2.12 Architect’s Consultants 2.12.1 [ I F A P P L I C A B L E ] [ T h e O c e p ta b le a n d s h a ll p ro v id e c e rta in o d in c lu d e d w ith in , n o t to e x c e e d , th a ll c o n s u lt w ith th e O w n e r a n d m a k o je c t. T h e p ro p o s e d fe e s fo r a n y A r a ll b e s u b je c t to th e p rio r w ritte n a p

§ 2.12.2 N e i t h o r a p p ro v a l o f th e p e rfo rm a n c o o rd in a tio n o

e r su c e f a

th e e n g a g e m c h c o n s u lta a n d c o o rd in ll d e s ig n d o

w n e r a g re e s th a t th e c o n s f th e A rc h ite c t’s B a s ic S e e c o m p e n s a tio n fo r B a s ic e re c o m m e n d a tio n s fo r th c h ite c t’s c o n s u lta n ts e n g a p ro v a l o f th e O w n e r.

u lta rv ic S e r e O g e d

n ts e s, v ic w n b y

a s m a y a ll a t th e s se t fo e r’s a p p th e A rc

b e s p e c ifie d e A rc h ite c t’ rth in th is A ro v a l o f a n y h ite c t to fu r

in S e s s o le g re e m [o th e n is h A

c tio n 1 .1 .1 1 c o st a n d e x e n t.] T h e A r] c o n s u lta n d d itio n a l S

.1 a r e p e n se rc h ite c t ts fo r th e e rv ic e s

e n t b y th e A rc h ite c t o f a n y c o n s u lta n ts , n o r th e O w n e r’s p a rtic ip a tio n in th e s e le c tio n n ts , s h a ll re lie v e th e A rc h ite c t o f its fu ll re s p o n s ib ility fo r th e s e le c tio n o f c o n s u lta n ts , a tio n o f th e s e rv ic e s s p e c ifie d in th is A g re e m e n t a n d th e c o m p le te n e s s , a c c u ra c y a n d c u m e n ts .

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

8

§ 2.12.3 T h e A r c h i t e c t s h a l l , a t t h e O w n e r ’ s r e q u e s t , f u r n i s h t h e O w n e r c o p i e s o f a l l a g r e e m e n t s ( i n c l u d i n g a n y a m e n d m e n ts to a g re e m e n ts ) e n te re d in to b y th e A rc h ite c t w ith re s p e c t to h is s e rv ic e s u n d e r th is A g re e m e n t, in c lu d in g b u t n o t lim ite d to , a n y a g re e m e n ts b e tw e e n th e A rc h ite c t a n d a n y c o n s u lta n ts . § 2.12.4 T h e c o n s u l t i n g a g r e e m e n t s w i t h e a c h o f t h e A r c h i t e c t ’ s c o n s u l t a n t s ( e a c h a n " A r c h i t e c t ’ s C o n s u l t a n t A g re e m e n t" ) s h a ll: (1 ) b e in a fo rm a c c e p ta b le to th e O w n e r; (2 ) b e w ritte n fo r th e in te n d e d b e n e fit o f th e O w n e r; (3 ) e x p re s s ly n a m e th e O w n e r a s a th ird p a rty b e n e fic ia ry ; (4 ) in c o rp o ra te b y re fe re n c e th e p ro v is io n s o f th is A g re e m e n t in s o fa r a s th e y d e s c rib e th e A rc h ite c t’s o b lig a tio n s to th e O w n e r; a n d (5 ) b e (a n d h e re b y a re ) c o lla te ra lly a s s ig n e d to th e O w n e r, w h e th e r a n y s u c h A rc h ite c t’s C o n s u lta n t A g re e m e n t is n o w in e ffe c t o r s h a ll b e e x e c u te d a fte r th e d a te h e re o f. A s to e a c h A rc h ite c t’s C o n s u lta n t A g re e m e n t, th e a s s ig n m e n t s e t fo rth in th e fo re g o in g c la u s e (5 ) s h a ll b e e ffe c tiv e im m e d ia te ly ; p ro v id e d , h o w e v e r, th a t th e O w n e r e le c ts to ta k e a s s ig n m e n t o f s u c h A rc h ite c t’s C o n s u lta n t A g re e m e n t (th e O w n e r h a v in g n o o b lig a tio n to d o s o ) a n d th a t th e O w n e r s h a ll fo rb e a r fro m e x e rc is in g its rig h t to a c c e p t s u c h a s s ig n m e n t u n le s s a n d u n til th e firs t to o c c u r o f (i) th a t d a te o f a B a n k ru p tc y (a s s u c h te rm is h e re in a fte r d e fin e d ) o f th e A rc h ite c t, o r (ii) th e d a te th a t th e O w n e r g iv e s n o tic e to th e A rc h ite c t a n d th e a p p lic a b le A rc h ite c t’s c o n s u lta n t o f O w n e r’s e le c tio n to te rm in a te th is A g re e m e n t in a c c o rd a n c e w ith th e te rm s h e re o f a n d to ta k e a s s ig n m e n t o f th e a p p lic a b le A rc h ite c t’s C o n s u lta n t A g re e m e n t, w h e re u p o n th e O w n e r’s fo rb e a ra n c e s h a ll a u to m a tic a lly te rm in a te a n d th e a s s ig n m e n t s h a ll b e e ffe c tiv e . In th e e v e n t o f: (1 ) th e B a n k ru p tc y o f th e A rc h ite c t o r (2 ) O w n e r’s e le c tio n to s o te rm in a te th is A g re e m e n t a n d ta k e a s s ig n m e n t o f th e a p p lic a b le A rc h ite c t’s C o n s u lta n t A g re e m e n t, th e a p p lic a b le A rc h ite c t’s c o n s u lta n t s h a ll th e n p e rfo rm d ire c tly fo r th e O w n e r a ll o f th e s e rv ic e s re q u ire d u n d e r s u c h A rc h ite c t’s C o n s u lta n t A g re e m e n t. T h e A rc h ite c t s h a ll a s s is t th e O w n e r a n d th e A rc h ite c t’s c o n s u lta n ts a s re a s o n a b ly n e c e s s a ry to e ffe c t s u c h a tra n s itio n . § 2.12.4.1 F o r t h e p u r p o s e s o f t h i s A g r e e m e n t , t h e t e r m " B a n k r u p t c y " s h a l l m e a n t h a t : ( 1 ) t h e A r c h i t e c t f i l e s a p e titio n u n d e r C h a p te r 7 o r C h a p te r 1 1 o f th e U n ite d S ta te s B a n k ru p tc y C o d e (o r a n y s im ila r a c t); (2 ) th e A rc h ite c t h a s file d a g a in s t it a p e titio n u n d e r C h a p te r 7 o r C h a p te r 1 1 o f th e U n ite d S ta te s B a n k ru p tc y C o d e (o r a n y s im ila r a c t) w h ic h is n o t d is m is s e d o r w ith d ra w n w ith in th irty (3 0 ) c a le n d a r d a y s ; (3 ) th e A rc h ite c t file s a p e titio n o r a n s w e r s e e k in g , c o n s e n tin g , o r a c q u ie s c in g in , a n y re o rg a n iz a tio n , a rra n g e m e n t, c o m p o s itio n , re a d ju s tm e n t, liq u id a tio n , d is s o lu tio n o r s im ila r re lie f u n d e r th e p re s e n t o r a n y fu tu re b a n k ru p tc y c o d e o r a n y o th e r b a n k ru p tc y o r in s o lv e n c y s ta tu te o r la w o f a n y ju ris d ic tio n , o r s h a ll s e e k , o r c o n s e n t to , o r a c q u ie s c e in , th e a p p o in tm e n t o f a n y tru s te e , re c e iv e r, c u s to d ia n , a s s ig n e e , s e q u e s tra to r, liq u id a to r o r o th e r s im ila r o ffic ia l o f th e A rc h ite c t o r a n y s u b s ta n tia l p a rt o f its p ro p e rtie s ; (4 ) a n y p e titio n d e s c rib e d in th e fo re g o in g c la u s e (3 ) h a s b e e n file d a g a in s t A rc h ite c t o r a n y tru s te e , re c e iv e r, c u s to d ia n , a s s ig n e e , s e q u e s tra to r, liq u id a to r o r o th e r s im ila r o ffic ia l d e s c rib e d in s u c h c la u s e (3 ) h a s b e e n a p p o in te d , a n d s u c h p e titio n o r a p p o in tm e n t is n o t d is m is s e d o r w ith d ra w n w ith in th irty (3 0 ) c a le n d a r d a y s ; o r (5 ) A rc h ite c t s h a ll b e c o m e in s o lv e n t; o r (6 ) A rc h ite c t is n o t p a y in g its d e b ts a s th e y b e c o m e d u e . § 2.12.4.2 I n t h e e v e n t t h a t O w n e r a c c e p t s a s s i g n m e n t p u r s u a n t t o t h i s S e c t i o n 2 . 1 2 . 4 , n o A r c h i t e c t ’ s c o n s u l t a n w h o s e A rc h ite c t C o n s u lta n t’s A g re e m e n t is s o a s s ig n e d to th e O w n e r s h a ll h a v e a n y c la im fo r p a y m e n t a g a in s O w n e r fo r w o rk p e rfo rm e d b y s u c h A rc h ite c t’s c o n s u lta n t p rio r to th e d a te th a t O w n e r’s fo rb e a ra n c e is te rm in o r a n y c la im a g a in s t th e O w n e r re la te d to o r a ris in g fro m e v e n ts o c c u rrin g p rio r th e re to , a n d th e O w n e r s h a ll b lia b le to s u c h A rc h ite c t’s c o n s u lta n t o n ly fo r o b lig a tio n s a ris in g a fte r th e d a te th a t O w n e r’s fo rb e a ra n c e is te rm in a te d . W ith o u t lim ita tio n o f th e fo re g o in g , O w n e r s h a ll h a v e th e rig h t to te rm in a te a n y A rc h ite c t’s C o n s u A g re e m e n t a t a n y tim e o n o r a fte r th e d a te th a t O w n e r a c c e p ts a s s ig n m e n t w ith o r w ith o u t c a u s e . U p o n s u c h te rm in a tio n , O w n e r s h a ll p a y th e a p p lic a b le A rc h ite c t’s c o n s u lta n t fo r s e rv ic e s p e rfo rm e d a n d re im b u rs a b le e x p e n s e s in c u rre d a fte r th e d a te th a t O w n e r a c c e p ts a s s ig n m e n t a n d p rio r to th e d a te o f te rm in a tio n o f th e A rc h ite c t’s C o n s u lta n t A g re e m e n t in a c c o rd a n c e w ith th e te rm s o f th e a p p lic a b le A rc h ite c t’s C o n s u lta n t’s A g re e m e n t.

t t th e a te d , e lta n t

§ 2.12.5 A n y a g r e e m e n t e n t e r e d i n t o b y t h e A r c h i t e c t w i t h a n y A r c h i t e c t ’ s c o n s u l t a n t s h a l l b e s u b j e c t t o a n d in c o rp o ra te th e te rm s o f th is A g re e m e n t a n d s h a ll s o p ro v id e .

ARTICLE 3 SCOPE § 3.1 T h e A r c h i t e c t ’ s B e n g in e e rin g , s tru c tu ra l e n g in e e rin g a n d c o d e c O w n e r. T h e A rc h ite c t

OF ARCHITECT’S BASIC SERVICES a s ic S e rv ic e s c o n s is t o f th o s e d e s c rib e d in A rtic le 3 a n e n g in e e rin g , p lu m b in g a n d fire p ro te c tio n , H V A C a n d o m p lia n c e s e rv ic e s th a t a re re q u ire d fo r th e P ro je c t a n d s h a ll p e rfo rm a ll o f its s e rv ic e s h e re u n d e r c o g n iz a n t o f

d in c lu d e a ll a rc h ite c tu ra l d e s ig n , o th e r m e c h a n ic a l a n d e le c tric a l th a t a re n o t b e in g p ro v id e d b y th e th e fin a n c ia l im p lic a tio n s o f its

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

9

d e s ig n , re g a rd le s s o f th e e x te n t to w h ic h O w n e r m a y b e e s tim a tin g a n y c o n s tru c tio n c o s ts . S e rv ic e s n o t s e t fo rth in th is A rtic le 3 o r o th e rw is e n o t re fe rre d to a s “ B a s ic S e rv ic e s ” a re A d d itio n a l S e rv ic e s ; p ro v id e d , h o w e v e r, a n y fe e o r s c h e d u le im p a c ts re la tin g to s u c h A d d itio n a l S e rv ic e s a re s u b je c t to th e te rm s o f A rtic le 4 . § 3.1.1 T h e z o n in g c rite O w n e r. T h e s u p p lie d a re p ro v is io n fo

A rc h ite c t s h a ll m a n a g e th e A rc h ite ria , a tte n d P ro je c t m e e tin g s , c o m m A rc h ite c t s h a ll d e te rm in e w h e th e r a d e q u a te to h a n d le a d d itio n a l re q u r in c re a s e d c a p a c ity if re q u ire d .

c t’s u n ic th e ire m

se r a te su p e n

v ic e s w ith p ly o ts im

, c o n m e m f e le p o se

s u lt b e r c tric d b y

w ith O s o f th p o w e th is P

w n e P r r, w ro je

e r, re o je c t a te r a c t o r

se a te a n d a ss

rc h a p p m , a n d a n y o th is t th e O

lic a b le re p o rt e r se rv w n e r

d p r ic in

e s ig n a n d o g re s s to th e e s c u rre n tly m a k in g

§ 3.1.2 T h e A r c h i t e c t s h a l l c o o r d i n a t e i t s s e r v i c e s w i t h t h o s e s e r v i c e s p r o v i d e d b y t h e O w n e r a n d t h e O w n e r ’ s c o n s u lta n ts . T h e A rc h ite c t s h a ll n o t b e e n title d to re ly o n th e a c c u ra c y o r c o m p le te n e s s o f s e rv ic e s a n d in fo rm a tio n fu rn is h e d b y th e O w n e r a n d th e O w n e r’s c o n s u lta n ts e x c e p t to th e e x te n t th e O w n e r h a s e x p re s s ly p ro v id e d o th e rw is e in a d v a n c e in w ritin g in e a c h in s ta n c e . T h e A rc h ite c t s h a ll p ro v id e p ro m p t w ritte n n o tic e to th e O w n e r if th e A rc h ite c t b e c o m e s a w a re o f a n y e rro r, o m is s io n , o r in c o n s is te n c y in s u c h s e rv ic e s o r in fo rm a tio n . T h e A rc h ite c t s h a ll b e re s p o n s ib le fo r th e c o o rd in a tio n o f a ll d ra w in g s a n d d e s ig n d o c u m e n ts re la tin g to A rc h ite c t’s d e s ig n a n d u s e d o n th e P ro je c t, re g a rd le s s o f w h e th e r s u c h d ra w in g s a n d d o c u m e n ts a re p re p a re d o r p e rfo rm e d b y A rc h ite c t o r b y A rc h ite c t’s c o n s u lta n ts o r s u b c o n s u lta n ts , a n d th e ir c o m p lia n c e w ith a ll a p p lic a b le a n d c u rre n t c o d e s , o rd in a n c e s , re g u la tio n s , la w s a n d s ta tu te s a t th e tim e o f c o m p le tio n th e re o f. § 3.1.3 [ I F S C H E D U L E A L R E A D Y E S T A B L I S H E D A T T A C H A S E X H I B I T A N D R E V I S E L A N G U A G E B E L O W ] B e fo re re q u e s tin g a n y p a y m e n t u n d e r th is A g re e m e n t, th e A rc h ite c t s h a ll s u b m it fo r th e O w n e r’s a p p a s c h e d u le fo r th e p e rfo rm a n c e o f th e A rc h ite c t’s s e rv ic e s . T h e s c h e d u le in itia lly s h a ll in c lu d e a n tic ip a te d d a te s th e c o m m e n c e m e n t o f c o n s tru c tio n a n d fo r S u b s ta n tia l C o m p le tio n o f th e W o rk a s s e t fo rth in th e In itia l In fo rm a tio n . T h e s c h e d u le s h a ll in c lu d e a llo w a n c e s fo r p e rio d s o f tim e re q u ire d fo r th e O w n e r’s re v ie w , fo r th e p e rfo rm a n c e o f th e O w n e r’s c o n s u lta n ts , a n d fo r a p p ro v a l o f s u b m is s io n s b y a u th o ritie s h a v in g ju ris d ic tio n o v e P ro je c t. O n c e a p p ro v e d b y th e O w n e r, tim e lim its e s ta b lis h e d b y th e s c h e d u le s h a ll n o t, e x c e p t fo r re a s o n a b le c b e e x c e e d e d b y th e A rc h ite c t. W ith th e O w n e r’s a p p ro v a l, th e A rc h ite c t s h a ll a d ju s t th e s c h e d u le , if n e c e s s a ry , P ro je c t p ro c e e d s u n til th e c o m m e n c e m e n t o f c o n s tru c tio n . § 3.1.4 T h e A r c h i t e c t s h a l l i n v e s t i g a t e a n d e v a l u a t e a n y a l t e r n a t e s a n d s u b s t i t u t i o n s p r o p o s e d b y e x p e d itio u s m a n n e r a n d s h a ll g iv e th e O w n e r w ritte n re c o m m e n d a tio n s w ith re s p e c t to a n y s u c h a n d s u b s titu tio n p rio r to is s u in g a n y w ritte n a p p ro v a l th e re o f to th e C o n tra c to r. A n y w ritte n a p p r o r s u b s titu tio n b y th e A rc h ite c t s h a ll b e a re p re s e n ta tio n b y th e A rc h ite c t to th e O w n e r th a t th e A in v e s tig a te d th e p ro d u c t o r m e th o d p ro p o s e d to b e s u b s titu te d a n d fo u n d it to b e e q u iv a le n t o r b e o r m e th o d s p e c ifie d in th e C o n tra c t D o c u m e n ts .

th e p ro o v a rc h tte r

ro v a l fo r

r th e a u se , a s th e

C o n tra c to r in a n p o s e d a lte rn a te l o f a n a lte rn a te ite c t h a s th a n th e p ro d u c t

§ 3.1.5 O n l y u p o n O w n e r ’ s p r i o r w r i t t e n a p p r o v a l , t h e A r c h i t e c t s h a l l c o n t a c t g o v e r n m e n t a l a u t h o r i t i e s r e q u i r e d t o a p p ro v e th e C o n s tru c tio n D o c u m e n ts a n d e n titie s p ro v id in g u tility s e rv ic e s to th e P ro je c t. T h e A rc h ite c t s h a ll re s p o n d to a p p lic a b le d e s ig n re q u ire m e n ts im p o s e d b y th o s e a u th o ritie s a n d e n titie s . § 3.1.6 T h e A r c h i t e c t s h a l l a s re q u ire d fo r th e a p p ro v a l o f g c lo s e ly w ith th e O w n e r, its re w ith th e P ro je c t to a s c e rta in a ju ris d ic tio n o v e r th e P ro je c t a c o n n e c tio n w ith p re s e n ta tio n c o n n e c tio n w ith ty p ic a l a n d c

s is t th e O w n e r in c o n n e c tio n w ith th e O w n e r’s re s p o n s ib ility fo r filin g d o c u m e n ts o v e rn m e n ta l a u th o ritie s h a v in g ju ris d ic tio n o v e r th e P ro je c t. T h e A rc h ite c t s h a ll w o rk p re s e n ta tiv e s , c o n tra c to rs , c o n s u lta n ts a n d o th e r p ro fe s s io n a ls e m p lo y e d in c o n n e c tio n n d c o m p ly w ith th e re q u ire m e n ts im p o s e d b y g o v e rn m e n ta l a u th o ritie s w ith n d s h a ll p ro v id e s u c h m a te ria ls a n d a s s is ta n c e a s m a y b e n e c e s s a ry o r d e s ira b le in b e fo re , s u b m is s io n s to , o r m e e tin g s w ith a n y s u c h g o v e rn m e n ta l a u th o ritie s , in u s to m a ry re v ie w o f th e P ro je c t b y s u c h g o v e rn m e n ta l a u th o ritie s .

§ 3.1.7 T h e A r c h i t e c t w i l l c o m m e n c e s e r v i c e s o n e a c h D e s i g n P h a s e f o r t h e P r o j e c t o n l y f o l l o w i n g t h e O w n e r ’ s w ritte n d ire c tio n . § 3.1.8 T h e a c h p h a se a n d p re p a r p ro m o te th

e A o f a tio e b

rc h th e n o e st

ite c t s h a ll a A rc h ite c t’s f e s tim a te s in te re s ts o f

t a ll tim e s a s s e rv ic e s , s o o f C o s t o f th th e O w n e r. W

s is t, c o o p e ra te a a s to : (i) o b ta in e W o rk b y th e O ith o u t lim ita tio

n d w o th e O w n e r n , th e

rk c lo s e ly w n e r’s re v o r its c o n s A rc h ite c t

w ith th e ie w a n d u lta n ts a s h a ll fu r

O w n e r’s re p re s e n ta tiv e in p u t; (ii) fa c ilita te th e t v a rio u s s ta g e s o f d e s ig n is h d e s ig n s tu d ie s a n d

s d u rin g re v ie w n ; a n d (iii) d e s ig n

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

10

d e v e lo p m e n t d o c u m e n ts to th e O w n e r a t in te rv a ls a p p ro p ria te to th e p ro g re s s o f e a c h D e s ig n P h a s e o f th e A rc h ite c t’s s e rv ic e s , a n d a t th e c o m p le tio n o f e a c h D e s ig n P h a s e , a s re q u e s te d b y O w n e r § 3.1.9 T h e A r c h i t e c t s h a l l b e a v a i l a b l e t o a t t e n d m e e t i n g s a n d / o r p a r t i c i p a t e i n t e l e p h o n e c a l l s w i t h t h e O w n e r , t h e C o n tra c to r a n d /o r th e ir a g e n ts a n d re p re s e n ta tiv e s a s re q u ire d to e n s u re th e s u c c e s s fu l d e s ig n a n d c o n s tru c tio n o f th e P ro je c t. § 3.1.10 T h e A r c h i t e c t s h a l l p r o v i d e u s u a l a n d c u s t o m a r y a s s i s t a n c e t o O w n e r i n t h e u t i l i z a t i o n o f e q u i p m e n t a n d s y s te m s , in c lu d in g , w ith o u t lim ita tio n , p re s e n c e a t te s tin g , a d ju s tin g a n d b a la n c in g a n d c o m m is s io n in g (in c lu d in g b o th re v ie w o f re p o rts a n d s ite v is its ). § 3.1.11 T h e c o s t o f a n y a n d a l l c o m p u t e r a i d e d d e s i g n a n d d r a f t i n g e q u i p m e n t t i m e n e c e s s a r y i n c o n n e c t i o n w i t h t h e p e rfo rm a n c e o f th e A rc h ite c t’s s e rv ic e s h e re u n d e r is in c lu d e d w ith in B a s ic S e rv ic e s . § 3.2 Schematic Design Phase Services § 3.2.1 T h e A r c h i t e c t s h a l l r e v i e w t h e p r o la w s , c o d e s , a n d re g u la tio n s a p p lic a b le to n e e d o r a d v is a b ility o f th e O w n e r’s s e c u r c o n n e c tio n w ith th e d e v e lo p m e n t o f th e d § 3.2.2 T h e A r c h i t e c t s h a l l p r e p a o f th e W o rk , P ro je c t s ite , th e p ro te rm s o f th e o th e r, to a s c e rta in th in c o n s is te n c ie s d is c o v e re d in th e re a s o n a b ly n e e d e d fo r th e P ro je c

re a p r p o se d e re q u in fo rm t.

g ra m th e A in g a n e s ig n

e lim p ro c ire m a tio

a n d o th e r in fo rm rc h ite c t’s s e rv ic y te s t, a n a ly s e s , a n d c o n s tru c tio n

in a ry e v a lu a tio n o f u re m e n t a n d d e liv e e n ts o f th e P ro je c t. n , a n d (2 ) o th e r in f

a tio n fu rn e s. T h e A s tu d ie s , re d o c u m e n th e ry m T h e o rm

O w e th A r a tio

is h e d rc h ite p o rts ts fo r

b y th e O w n e r, a n d s h a ll re v ie w c t s h a ll a d v is e th e O w n e r o f a n y o r c o n s u lta n t’s s e rv ic e s in th e P ro je c t.

n e r’s p ro g ra m o d , a n d o th e r c h ite c t s h a ll n n o r c o n s u ltin

, s c h e d u le , b In itia l In fo rm o tify th e O w g s e rv ic e s th

u d g e t fo a tio n , e n e r o f (1 a t m a y b

r th e C o s t a c h in ) a n y e

§ 3.2.3 T h e A r c h i t e c t s h a l l p r e s e n t i t s p r e l i m i n a r y e v a l u a t i o n t o t h e O w n e r a n d s h a l l d i s c u s s w i t h t h e O w n e r a lte rn a tiv e a p p ro a c h e s to d e s ig n a n d c o n s tru c tio n o f th e P ro je c t. T h e A rc h ite c t s h a ll re a c h a n u n d e rs ta n d in g w ith th e O w n e r re g a rd in g th e re q u ire m e n ts o f th e P ro je c t. § 3.2.4 B a s e d o n t h e P r o j e c t r e q u i r e m e n t s a g r e e d u p o n w i t h t h e O w n e r , t h e A r c h i t e c t s h a l l p r e p a r e a n d p r e s e n t , f o r th e O w n e r’s a p p ro v a l, a p re lim in a ry d e s ig n illu s tra tin g th e s c a le a n d re la tio n s h ip o f th e P ro je c t c o m p o n e n ts . § 3.2.5 B a s D o c u m e n ts d o c u m e n ts in c lu d e s o m o f m a jo r b u

e d o n fo r th in c lu d e c o m ild in g

th e O w n e r’s a p p ro v a l o f th e p re lim in a ry d e s ig n , th e A rc h ite c t s h a e O w n e r’s a p p ro v a l. T h e S c h e m a tic D e s ig n D o c u m e n ts s h a ll c o n in g a s ite p la n , if a p p ro p ria te , a n d p re lim in a ry b u ild in g p la n s , s e c b in a tio n o f s tu d y m o d e ls , p e rs p e c tiv e s k e tc h e s , o r d ig ita l re p re s e s y s te m s a n d c o n s tru c tio n m a te ria ls s h a ll b e n o te d o n th e d ra w in g

§ 3.2.5.1 T c h o ic e s a n a d e s ig n th M O R E D E

h e A rc d b u ild a t is c o T A IL

h ite c t in g o r n s is te D E P E

s h a ll c o ie n ta tio n t w ith N D IN G

n s id e n , to g th e O O N

§ 3.2.5.2 T h e A r c h i t e c t s h a l l c o n s i d a n d e q u ip m e n t, to g e th e r w ith o th e r P ro je c t th a t is c o n s is te n t w ith th e O s h a ll s p e c ific a lly id e n tify fo r O w n e c o n s id e ra tio n s a n d re s tric tio n s a s s o c a s e c o u ld im p o s e a m a te ria l in c re a

r, a e th w n S E

n d d is c u s s e r w ith o th e r’s p ro g ra C T I O N 1 .1

w e r m .6

ith O w c o n s id , sc h e d O B JE

n e r e ra u le C T

ll p re p a re S c h e m a tic D e s ig n s is t o f d ra w in g s a n d o th e r tio n s a n d e le v a tio n s ; a n d s h a ll n ta tio n s . P re lim in a ry s e le c tio n s s o r d e s c rib e d in w ritin g .

, s u s ta in a b le d e s ig n a lte rn a tiv e s , s u c h a s m a te ria l tio n s b a s e d o n p ro g ra m a n d a e s th e tic s , in d e v e lo p in g a n d b u d g e t fo r th e C o s t o f th e W o rk . [IN C L U D E IV E ]

e r, a n d d is c u s s w ith O w n e r, th e v a lu c o n s id e ra tio n s b a s e d o n p ro g ra m a n w n e r’s p ro g ra m , s c h e d u le , a n d b u d g r’s re v ie w a ll s ite s p e c ific p ro g ra m m c ia te d w ith c o d e a p p lic a b ility to th e s e in c o s t to th e P ro je c t.

e o f a lte d a e s th e e t fo r th in g c o n S c h e m a

rn a tiv e tic s , in e C o st s tru c tio tic D e s

m a te ria ls , b d e v e lo p in g o f th e W o rk n m e th o d s , ig n D o c u m e

u ild in g s y s te m a d e s ig n fo r th . T h e A rc h ite c d e s ig n n ts w h ic h in e

s e t a c h

§ 3.2.6 [ I F A P P L I C A B L E ] T h e A r c h i t e c t s h a l l r e v i e w t h e e s t i m a t e o f t h e C o s t o f t h e W o r k p r e p a r e d b y O w n e r ’ s c o s t e s tim a to r. § 3.2.7 T h e A r c h i t e c t s h a l l s u b m i t t h e S c h e m a t i c D e s i g n D o c u m e n t s t o t h e O w n e r a s P D F t o s c a l e a n d i n c l u d e C A D file s a n d d ig ita l m o d e ls , a n d re q u e s t th e O w n e r’s c o m m e n ts a n d a p p ro v a l.

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

11

§ 3.3 Design Development Phase Services § 3.3.1 B a s e d o n t h e O w n e r ’ s a p p r o v a l o f t h e S c h e m a t i c D e s i g n D o c u m e n t s , a n d o n t h e O w n e r ’ s a u t h o r i z a t i o n o f a n y a d ju s tm e n ts in th e P ro je c t re q u ire m e n ts a n d th e b u d g e t fo r th e C o s t o f th e W o rk , th e A rc h ite c t s h a ll p re p a re D e s ig n D e v e lo p m e n t D o c u m e n ts fo r th e O w n e r’s a p p ro v a l. T h e D e s ig n D e v e lo p m e n t D o c u m e n ts s h a ll illu s tra te a n d d e s c rib e th e d e v e lo p m e n t o f th e a p p ro v e d S c h e m a tic D e s ig n D o c u m e n ts a n d s h a ll c o n s is t o f d ra w in g s a n d o th e r d o c u m e n ts in c lu d in g p la n s , s e c tio n s , e le v a tio n s , p e rs p e c tiv e s , ty p ic a l c o n s tru c tio n d e ta ils , a n d d ia g ra m m a tic la y o u ts o f b u ild in g s y s te m s to fix a n d d e s c rib e th e s iz e a n d c h a ra c te r o f th e P ro je c t a s to a rc h ite c tu ra l, s tru c tu ra l, m e c h a n ic a l a n d e le c tric a l s y s te m s , a n d o th e r a p p ro p ria te e le m e n ts . T h e D e s ig n D e v e lo p m e n t D o c u m e n ts s h a ll a ls o in c lu d e o u tlin e s p e c ific a tio n s th a t id e n tify m a jo r m a te ria ls a n d s y s te m s a n d e s ta b lis h , in g e n e ra l, th e ir q u a lity le v e ls . T h e A rc h ite c t s h a ll s p e c ific a lly id e n tify fo r O w n e r’s re v ie w a ll s ite s p e c ific p ro g ra m m in g c o n s tru c tio n m e th o d s , d e s ig n c o n s id e ra tio n s a n d re s tric tio n s a s s o c ia te d w ith c o d e a p p lic a b ility to th e D e s ig n D e v e lo p m e n t D o c u m e n ts w h ic h in e a c h c a s e c o u ld im p o s e a m a te ria l in c re a s e in c o s t to th e P ro je c t. § 3.3.2 [ I F A P P L I C A B L E ] T h e A r c h i t e c t s h a l l r e v i e w t h e e s t i m a t e o f t h e C o s t o f t h e W o r k p r e p a r e d b y O w n e r ’ s c o s t e s tim a to r. § 3.3.3 T h e A r c h i t e c t s h a l l s u b m i t t h e D e s i g n D e v e l o p m e n t D o c u m e n t s t o t h e O w n e r a s P D F t o s c a l e a n d i n c l u d e C A D file s a n d d ig ita l m o d e ls , a n d re q u e s t th e O w n e r’s c o m m e n ts a n d a p p ro v a l. § 3.4 Construction Documents Phase Services § 3.4.1 B a s e d o n t h e O w n e r ’ s a p p r o v a l o f t h e D a n y a d ju s tm e n ts in th e P ro je c t re q u ire m e n ts a n d C o n s tru c tio n D o c u m e n ts fo r th e O w n e r’s a p p ro fu rth e r d e v e lo p m e n t o f th e a p p ro v e d D e s ig n D e e le m e n c rite ria a c k n o w D ra w in S e c tio n

ts o f th e o f m a te le d g e th g s, P ro d 3 .6 .4 .

W o rk ria ls a a t, in u c t D

e s ig th e v a l. v e lo

n D b u T h p m

e v e lo d g e t f e C o n e n t D

a n d S h o r t F o r m S p e c ific a tio n n d s y s te m s a n d o th e r re q u ire m e n ts o rd e r to p e rfo rm th e W o rk , th e C o n a ta , S a m p le s a n d o th e r s im ila r s u b m

p m o r s tr o c

s s e ttin fo r th e tra c to r itta ls ,

e n t D o th e C o s u c tio n D u m e n ts g fo r c o n s w ill w h ic

th tr p h

c u t o o a n

m e n ts , a n d f th e W o rk c u m e n ts s h d s h a ll c o n

in d u c tio ro v id th e A

o n th e , th e A a ll illu s is t o f

O w n rc h ite s tra te D ra w

e ta il th e q u a lity le v e n o f th e W o rk . T h e e a d d itio n a l in fo rm a rc h ite c t s h a ll re v ie w

e r’s a u th o riz a c t s h a ll p re p a a n d d e s c rib e in g s d e s c rib in

ls a n d p O w n e r tio n , in in a c c

e rfo a n d c lu d o rd a

rm a A rc in g n c e

tio n o f re th e g a ll n c e h ite c t S h o p w ith

§ 3.4.2 T h e A r c h i t e c t s h a l l i n c o r p o r a t e t h e d e s i g n r e q u i r e m e n t s o f g o v e r n m e n t a l a u t h o r i t i e s h a v i n g j u r i s d i c t i o n o v e r th e P ro je c t in to th e C o n s tru c tio n D o c u m e n ts . § 3.4.3 D u r i n g t h e d e v e l o p m e n t o f t h e C o n s t r u c t i o n D o c u m e n t s , t h e A r c h i t e c t s h a l l c o m p i l e a p r o j e c t m a n u a l t h a t in c lu d e s th e C o n d itio n s o f th e C o n tra c t fo r C o n s tru c tio n a n d S p e c ific a tio n s , a n d m a y in c lu d e b id d in g re q u ire m e n ts a n d s a m p le fo rm s . § 3.4.4 [ I F A P P L I C A B L E ] T h e A r c h i t e c t s h a l l r e v i e w t h e e s t i m a t e o f t h e C o s t o f t h e W o r k p r e p a r e d b y O w n e r ’ s c o s t e s tim a to r. § 3.4.5 T h e A r c h i t e c t s h a l l s u b m i t t h e C o n s t r u c t i o n D o c u m e n t s t o t h e O w n e r , t a k e a n y a c t i o n r e q u i r e d u n d e r S e c t i o n 6 .5 , a n d r e q u e s t th e O w n e r ’ s c o m m e n ts a n d a p p r o v a l. § 3.4.6 T h e A r c h i t e c t w i l l n o t s p e c i f y , u s e o r th a t o th e rs d o n o t s p e c ify , u s e o r a llo w to b e .1 a n y s u b s ta n c e s g e n e ra lly k o r to th e d u ra b ility o f th e P .2 o th e r s u b s ta n c e s n o t in a c c

a llo w to u se d , a n n o w n a t ro je c t in o rd a n c e

b e u s e d , a n d w ill, c o n s is te n t w ith th e S ta n d a rd o f C a re , e n s u re y o f th e fo llo w in g in c o n n e c tio n w ith th e P ro je c t: th e tim e o f s p e c ific a tio n to b e d e le te rio u s to h e a lth a n d s a fe ty th e p a rtic u la r c irc u m s ta n c e s in w h ic h th e y a re u s e d ; a n d /o r w ith c u rre n t la w , o rd in a n c e s , ru le s o r re g u la tio n s .

§ 3.5 Procurement Phase Services § 3.5.1 General T h e A rc h ite c t s h a ll a s s is t th e O w n e r in e s ta b lis h in g a lis t o f p ro s p e c tiv e c o n tra c to rs , in c lu d in g re fe re n c e s a n d in tro d u c tio n s a s n e c e s s a ry . F o llo w in g th e O w n e r’s a p p ro v a l o f th e C o n s tru c tio n D o c u m e n ts , th e A rc h ite c t s h a ll a s s is t th e O w n e r in (1 ) o b ta in in g e ith e r c o m p e titiv e b id s o r n e g o tia te d p ro p o s a ls ; (2 ) c o n firm in g re s p o n s iv e n e s s o f AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

12

b id s o r p ro p o s a ls ; (3 ) d e te rm in in g th e s u c c e s s fu l b id o r p ro p o s a l, if a n y ; a n d , (4 ) a w a rd in g a n d p re p a rin g c o n tra c ts fo r c o n s tru c tio n . § 3.5.2 Competitive Bidding § 3.5.2.1 B i d d i n g D o c u m e n t s s h a l l c o n s i s t o f b i d d i n g r e q u i r e m e n t s a n d p r o p o s e d C o n t r a c t D o c u m e n t s . § 3.5.2.2 T h e A r c h i t e c t s h a l l a s s i s t t h e O w n e r i n b i d d i n g t h e P r o j e c t b y : .1 re p ro d u c in g a n d d is trib u tin g B id d in g D o c u m e n ts to p ro s p e c tiv e b id d e rs , b id d e a d lin e , a n d m a in ta in in g a d e ta ile d d is tr ib u tio n lo g ( i.e ., n a m e s o f b D o c u m e n ts d is trib u te d , d a te s re s p o n s e s re c e iv e d ); .2 o rg a n iz in g a n d c o n d u c tin g a p re -b id c o n fe re n c e fo r p ro s p e c tiv e b id d e rs ; .3 p re p a rin g re s p o n s e s to q u e s tio n s fro m p ro s p e c tiv e b id d e rs a n d p ro v id in g in te rp re ta tio n s o f th e B id d in g D o c u m e n ts to th e p ro s p e c tiv e b id d e rs in th .4 o rg a n iz in g a n d c o n d u c tin g th e o p e n in g o f th e b id s , a n d s u b s e q u e n tly d o c th e b id d in g re s u lts , a s d ire c te d b y th e O w n e r.

re q u e s tin g th e ir re tu rn b y th e id d e rs , d a te s B id d in g

c la rific a tio n s a n d e fo rm o f a d d e n d a ; a n d , u m e n tin g a n d d is trib u tin g

§ 3.5.2.3 I f t h e B i d d i n g D o c u m e n t s p e r m i t s u b s t i t u t i o n s , u p o n t h e O w n e r ’ s w r i t t e n a u t h o r i z a t i o n , t h e A r c h i t e c t s h a l l c o n s id e r re q u e s ts fo r s u b s titu tio n s a n d p re p a re a n d d is trib u te a d d e n d a id e n tify in g a p p ro v e d s u b s titu tio n s to a ll p ro s p e c tiv e b id d e rs . § 3.5.3 Negotiated Proposals § 3.5.3.1 P r o p o s a l D o c u m e n t s s h a l l c o n s i s t o f p r o p o s a l r e q u i r e m e n t s a n d p r o p o s e d C o n t r a c t D o c u m e n t s . § 3.5.3.2 T h e A r c h i t e c t s h a l l a s s i s t t h e O w n e r i n o b t a i n i n g p r o p o s a l s b y : .1 re p ro d u c in g a n d d is trib u tin g P ro p o s a l D o c u m e n ts to p ro s p e c tiv u p o n c o m p le tio n o f th e n e g o tia tio n p ro c e s s a n d m a in ta in a d e ta p ro s p e c tiv e c o n tra c to rs , d a te s P ro p o s a l D o c u m e n ts d is trib u te d , .2 o rg a n iz in g a n d p a rtic ip a tin g in s e le c tio n in te rv ie w s w ith p ro s p e .3 p re p a rin g re s p o n s e s to q u e s tio n s fro m p ro s p e c tiv e c o n tra c to rs a in te rp re ta tio n s o f th e P ro p o s a l D o c u m e n ts to th e p ro s p e c tiv e c o .4 p a rtic ip a tin g in n e g o tia tio n s w ith p ro s p e c tiv e c o n tra c to rs , a n d s re p o rt o f th e n e g o tia tio n re s u lts , a s d ire c te d b y th e O w n e r.

e c o n tra c to rs , re q u e s tin g th e ir ile d d is tr ib u tio n lo g ( i.e ., n a m d a te s re s p o n s e s re c e iv e d ); c tiv e c o n tra c to rs ; n d p ro v id in g c la rific a tio n s a n n tra c to rs in th e fo rm o f a d d e n u b s e q u e n tly p re p a rin g a s u m m

re tu rn e s o f

d d a ; a n d , a ry

§ 3.5.3.3 I f t h e P r o p o s a l D o c u m e n t s p e r m i t s u b s t i t u t i o n s , u p o n t h e O w n e r ’ s w r i t t e n a u t h o r i z a t i o n , t h e A r c h i t e c t s h a l l c o n s id e r re q u e s ts fo r s u b s titu tio n s a n d p re p a re a n d d is trib u te a d d e n d a id e n tify in g a p p ro v e d s u b s titu tio n s to a ll p ro s p e c tiv e c o n tra c to rs . § § § fo C

3.6 Construction Phase Services 3.6.1 General 3.6.1.1 T h e A r c h i t e c t s h a l l p r o v i d e a d m i n i s t r a t i o rth b e lo w a n d [in th e m o d ifie d A IA D o c u m e n t A o n s t r u c t i o n a t t a c h e d h e r e t o a s Exhibit F. ] A L T E R N A T IV E T O B R A C K E T E D L A N G U A G o n tra c t fo r C o n s tru c tio n b e tw e e n th e O w n e r a n d e tw e e n th e G e n e ra l C o n d itio n s a n d th is A g re e m e

[ C b

n o f th e C o n tra c t b e tw e e n th e O w n e r a n d th e C o n tra c to r a s s e t 2 0 1 ™ – 2 0 1 7 , G e n e ra l C o n d itio n s o f th e C o n tra c t fo r E : “ in th e A IA D o c u m e n t A 2 0 1 -2 0 1 7 , G e n e ra l C o n d itio n s o f th e C o n tra c to r, p ro v id e d h o w e v e r, th a t in th e e v e n t o f a n y c o n flic t n t, th is A g r e e m e n t s h a ll g o v e r n .” ]

§ 3.6.1.2 T h e A r c h i t e c t s h a l l a d v i s e a n d c o n s u l t w i t h t h e O w n e r d u r i n g t h e C o n s t r u c t i o n P h a s e S e r v i c e s . T h e A rc h ite c t s h a ll h a v e a u th o rity to a c t o n b e h a lf o f th e O w n e r o n ly to th e e x te n t p ro v id e d in th is A g re e m e n t. T h e A rc h ite c t s h a ll n o t h a v e c o n tro l o v e r, c h a rg e o f, o r re s p o n s ib ility fo r th e c o n s tru c tio n m e a n s , m e th o d s , te c h n iq u e s , s e q u e n c e s o r p ro c e d u re s , o r fo r s a fe ty p re c a u tio n s a n d p ro g ra m s in c o n n e c tio n w ith th e W o rk , n o r s h a ll th e A rc h ite c t b e re s p o n s ib le fo r th e C o n tra c to r’s fa ilu re to p e rfo rm th e W o rk in a c c o rd a n c e w ith th e re q u ire m e n ts o f th e C o n tra c t D o c u m e n ts , p ro v id e d th a t n o th in g h e re in s h a ll re lie v e th e A rc h ite c t o f its re s p o n s ib ilitie s u n d e r S e c tio n 3 .6 .2 .1 . T h e A r c h ite c t s h a ll b e r e s p o n s ib le f o r th e A r c h ite c t’ s a n d its c o n s u lta n ts ’ n e g lig e n t a c ts o r o m is s io n s a n d s h a ll o th e rw is e p e rfo rm its o b lig a tio n s u n d e r th is A g re e m e n t in a c c o rd a n c e w ith th e S ta n d a rd o f C a re , b u t s h a ll n o t h a v e c o n tro l o v e r o r c h a rg e o f, a n d s h a ll n o t b e re s p o n s ib le fo r, a c ts o r o m is s io n s o f th e C o n tra c to r o r o f a n y o th e r p e rs o n s o r e n titie s p e rfo rm in g p o rtio n s o f th e W o rk .

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

13

§ 3.6.1.3 S u b j e c t t o S e c t i o n 4 . 3 a n d e x c e p t a s p r o v i d e d i n S e c t i o n 3 . 6 . 6 . 5 , t h e A r c h i t e c t ’ s r e s p o n s i b i l i t y t o p r o v i d e C o n s tru c tio n P h a s e S e rv ic e s c o m m e n c e s w ith th e a w a rd o f th e C o n tra c t fo r C o n s tru c tio n a n d te rm in a te s o n th e d a te th e A rc h ite c t is s u e s th e fin a l C e rtific a te fo r P a y m e n t. § 3.6.2 Evaluations of the Work § 3.6.2.1 T h e A r c h i t e c t h e r e b y r e p r e s e n t s t o t h e O w n e r t h a t t h e A r c h i t e c t h a s v i s i t e d a n d i n s p e c t e d t h e s i t e o f t h e P ro je c t, h a s fa m ilia riz e d its e lf w ith lo c a l c o n d itio n s u n d e r w h ic h th e s e rv ic e s re q u ire d h e re u n d e r a re to b e p e rfo rm e d a n d s h a ll c o rre la te its o b s e rv a tio n s o f s a m e w ith a ll o f th e re q u ire m e n ts o f th is A g re e m e n t a n d th e C o n tra c t D o c u m e n ts . T h e A rc h ite c t a n d A rc h ite c t’s c o n s u lta n ts (a s a p p lic a b le ) s h a ll v is it th e s ite a t in te rv a ls a p p ro p ria te to th e s ta g e o f c o n s tru c tio n , b u t in a n y e v e n t a s fre q u e n tly a s s h a ll b e n e c e s s a ry fo r th e A rc h ite c t to e n s u re fu ll a n d p ro p e r p e rfo rm a n c e o f its o b lig a tio n s to : (1 ) b e c o m e fa m ilia r w ith a n d k e e p th e O w n e r in fo rm e d a b o u t th e p ro g re s s a n d q u a lity o f th e p o rtio n o f W o rk c o m p le te d ; (2 ) u s e d ilig e n t e ffo rts to g u a rd th e O w n e r a g a in s t d e fe c ts a n d d e fic ie n c ie s in th e W o rk ; a n d (3 ) to d e te rm in e , in g e n e ra l, if th e W o rk o b s e rv e d is b e in g p e rfo rm e d in a m a n n e r in d ic a tin g th a t th e W o rk , w h e n fu lly c o m p le te d , w ill b e in a c c o rd a n c e w ith th e C o n tra c t D o c u m e n ts . A lth o u g h th e A rc h ite c t s h a ll n o t b e re q u ire d to m a k e e x h a u s tiv e o r c o n tin u o u s o n -s ite in s p e c tio n s to c h e c k th e q u a lity o r q u a n tity o f th e W o rk , th e A rc h ite c t s h a ll c a re fu lly re v ie w th e q u a lity a n d q u a n tity o f th e W o rk a t le a s t o n a [w e e k ly ] a s p a rt o f A rc h ite c t’s B a s ic S e rv ic e s a n d s h a ll is s u e w ritte n re p o rts o f s u c h re v ie w s to th e O w n e r. T h e A rc h ite c t s h a ll k e e p th e O w n e r re a s o n a b ly in fo rm e d a b o u t th e p ro g re s s a n d q u a lity o f th e p o rtio n o f th e W o rk c o m p le te d , a n d p ro m p tly re p o rt to th e O w n e r (1 ) k n o w n d e v ia tio n s fro m th e C o n tra c t D o c u m e n ts , (2 ) k n o w n d e v ia tio n s fro m th e m o s t re c e n t c o n s tru c tio n s c h e d u le s u b m itte d b y th e C o n tra c to r, (3 ) d e fe c ts a n d d e fic ie n c ie s o b s e rv e d in th e W o rk a n d (4 ) a n y a c tu a l o r a n tic ip a te d c o s t o v e rru n s o f w h ic h A rc h ite c t is a w a re . T h e A rc h ite c t, th ro u g h its P ro je c t M a n a g e r a n d o th e r a p p ro p ria te re p re s e n ta tiv e s o f th e A rc h ite c t o r its c o n s u lta n ts , a s w e ll a s a p p ro p ria te re p re s e n ta tiv e s o f th e O w n e r a n d C o n tra c to r, s h a ll a tte n d p e rio d ic m e e tin g s c o v e rin g c o n s tru c tio n -re la te d is s u e s a s d ire c te d b y th e O w n e r.

A t th e O w n e r’s re q u e s t, th e A rc h ite c t s h a ll c o n d u c t s u c h m e e tin g s a n d , w ith in 7 c a le n d a r d a y s fo llo w in g th e m e e tin g , p re p a re a n d d is trib u te m e e tin g m in u te s to a ll p a rtie s p re s e n t. § 3.6.2.2 U p o n p r i o r w r i t t e n n o t i c e t o t h e O w n e r , t h e A r c h i t e c t h a s t h e a u t h o c o n fo rm to th e C o n tra c t D o c u m e n ts . W h e n e v e r th e A rc h ite c t c o n s id e rs it n e im p le m e n ta tio n o f th e in te n t o f th e C o n tra c t D o c u m e n ts a n d w ith th e p rio r w A rc h ite c t s h a ll h a v e th e a u th o rity to re q u ire in s p e c tio n o r te s tin g o f th e W o r th e C o n tra c t D o c u m e n ts , w h e th e r o r n o t th e W o rk is fa b ric a te d , in s ta lle d o r a u th o rity o f th e A rc h ite c t n o r a d e c is io n m a d e in g o o d fa ith e ith e r to e x e rc is g iv e ris e to a d u ty o r re s p o n s ib ility o f th e A rc h ite c t to th e C o n tra c to r, S u b c o e m p lo y e e s , o r o th e r p e rs o n s o r e n titie s p e rfo rm in g p o rtio n s o f th e W o rk .

rity to re je c t W o rk th a t d o e s n o t c e s s a ry o r a d v is a b le fo r th e ritte n a p p ro v a l o f th e O w n e r, th e k in a c c o rd a n c e w ith th e p ro v is io n s o f c o m p le te d . H o w e v e r, n e ith e r th is e o r n o t to e x e rc is e s u c h a u th o rity s h a ll n tra c to rs , s u p p lie rs , th e ir a g e n ts o r

§ 3.6.2.3 T h e A r c h i t e c t s h a l l i n t e r p r e t a n d d e c i d e m a t t e r s c o n c e r n i n g p e r f o r m a n c e u n d e r , a n d r e q u i r e m e n t s o f , t h e C o n tra c t D o c u m e n ts o n w ritte n re q u e s t o f b o th th e O w n e r o r C o n tra c to r, b u t n o t o th e rw is e . T h e A rc h ite c t’s re s p o n s e to s u c h re q u e s ts s h a ll b e m a d e in w ritin g w ith in a n y tim e lim its a g re e d u p o n o r o th e rw is e w ith re a s o n a b le p ro m p tn e s s . § 3.6.2.4 in fe ra b le in te rp re ta C o n tra c to re n d e re d

In te rp re ta fro m , th e tio n s a n d r, s h a ll n o in g o o d fa

tio n s a C o n tra d e c is io t sh o w ith .

n d d e c c t D o c n s , th e p a rtia

is io n s o f th e A rc h ite c t u m e n ts a n d s h a ll b e in A rc h ite c t s h a ll e n d e a v lity to e ith e r, a n d s h a ll

s h a ll b e c o n s w ritin g o r in o r to s e c u re n o t b e lia b le

is te n t w ith th e in te n t o f, a n d th e fo rm o f d ra w in g s . W h e n fa ith fu l p e rfo rm a n c e b y b o th fo r re s u lts o f in te rp re ta tio n s

re a so m a k O w n o r d e

n a b ly in g s u c h e r a n d c is io n s

§ 3.6.2.5 T h e A r c h i t e c t s h a l l r e n d e r i n i t i a l , n o n - b i n d i n g d e c i s i o n s o n C l a i m s b e t w e e n t h e O w n e r a n d C o n t r a c t o r a s p ro v id e d in th e C o n tra c t D o c u m e n ts . § 3.6.3 Certificates for Payment to Contractor § 3.6.3.1 T h e A r c h i t e c t s h a l l r e v i e w a n d c e r t i f y a m o u n ts o r d is a p p ro v e s u c h a m o u n ts , in e a c h c C o n tra c to r’s A p p lic a tio n fo r P a y m e n t. In th e c e x p la n a tio n o f th e fa c tu a l a n d c o n tra c tu a l b a s is d is a p p ro v a l w a s m a d e in g o o d fa ith . T h e A rc h

th e a se a se fo r ite c

a m o u n ts d u e th e w ith in 7 c a le n d a r o f a n y s u c h d is a p s u c h d is a p p ro v a l t’s c e rtific a tio n fo

C o n tra c to d a y s a fte p ro v a l, th a n d s h a ll r p a y m e n

r a n d s h a ll r re c e ip t b y e A rc h ite c t c e rtify in w t s h a ll c o n s

is s u e th e A s h a ll ritin g titu te

c e rtific a te rc h ite c t o p ro v id e a th a t s u c h a re p re se n

s in s u c h f th e w ritte n ta tio n to

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

14

th e O w n e r, b a s e d o n th e A rc h ite c t’s e v a lu a tio n o f th e W o rk th e C o n tra c to r’s A p p lic a tio n fo r P a y m e n t, th a t, to th e b e s t o W o rk h a s p ro g re s s e d to th e p o in t in d ic a te d , th e q u a lity o f th a n d th a t th e C o n tra c to r is e n title d to p a y m e n t in th e a m o u n t (1 ) a n e v a lu a tio n o f th e W o rk fo r c o n fo rm a n c e w ith th e C o n re s u lts o f s u b s e q u e n t te s ts a n d in s p e c tio n s , (3 ) c o rre c tio n o f c o m p le tio n , a n d (4 ) s p e c ific q u a lific a tio n s e x p re s s e d b y th e § 3.6.3.2 T h e i s s u a n c e o f a e x h a u s tiv e o r c o n tin u o u s o m e a n s , m e th o d s , te c h n iq u e S u b c o n tra c to rs a n d s u p p lie p a y m e n t, o r (4 ) a s c e rta in e d th e C o n tra c t S u m .

C n s, rs h

e rtific a te fo r P a y m s ite in s p e c tio n s to se q u e n c e s o r p ro c a n d o th e r d a ta re q o w o r fo r w h a t p u

a s p ro v id e d f th e A rc h ite e W o rk is in c e rtifie d . T h tra c t D o c u m m in o r d e v ia A rc h ite c t.

e n t s h a ll n o t b e a c h e c k th e q u a lity e d u re s , (3 ) re v ie w u e s te d b y th e O w rp o s e th e C o n tra c

re p re o r q u e d c o n e r to to r h a

in S e c tio n 3 .6 .2 a n d o n th e d a ta c o m p r is in g c t’s k n o w le d g e , in fo rm a tio n a n d b e lie f, th e a c c o rd a n c e w ith th e C o n tra c t D o c u m e n ts , e fo re g o in g re p re s e n ta tio n s a re s u b je c t to e n ts u p o n S u b s ta n tia l C o m p le tio n , (2 ) tio n s fro m th e C o n tra c t D o c u m e n ts p rio r to

s e n ta tio n th a t th e A rc h ite c t h a a n tity o f th e W o rk , (2 ) re v ie w p ie s o f re q u is itio n s re c e iv e d f s u b s ta n tia te th e C o n tra c to r’s s u s e d m o n e y p re v io u s ly p a id

s (1 ) m a d e e d c o n s tru c tio n ro m rig h t to o n a c c o u n t o f

§ 3.6.3.3 T h e A r c h i t e c t s h a l l m a i n t a i n a r e c o r d o f t h e A p p l i c a t i o n s a n d C e r t i f i c a t e s f o r P a y m e n t . § 3.6.4 Submittals § 3.6.4.1 T h e A r c h i t e c t s h a l l r e v i e w t h e C o n t r a c t o r ’ s s u b w ith h o ld a p p ro v a l o f th e s c h e d u le . T h e A rc h ite c t’s a c tio th e a p p ro v e d s u b m itta l s c h e d u le o r, in th e a b s e n c e o f a n w h ile a llo w in g s u ffic ie n t tim e , in th e A rc h ite c t’s p ro fe s s FOR CONSISTENCY WITH A201] T h e A r c h i t e c t s h p rio r c o n s u lta tio n w ith th e O w n e r a n d s h a ll m a k e e v e ry c o n s u lta tio n .

m itta l s c h e d u le a n d s h a n in re v ie w in g s u b m itta a p p ro v e d s u b m itta l s c h io n a l ju d g m e n t, to p e rm a ll n o t re je c t s h o p d ra w e ffo rt to u s e th e “ A p p ro

ll n o t u n re a s o n a b ly d e la y o r ls s h a ll b e ta k e n in a c c o rd a n c e w ith e d u le , w ith re a s o n a b le p ro m p tn e s s i t a d e q u a t e r e v i e w . [ REVIEW in g s w h e n tim e is c ritic a l w ith o u t v e d N o te d ” a c tio n a fte r s u c h

§ th c h e v d p c m a a O b T a

3.6.4.2 S u b j e c t t o S e c t i o n 3 . 6 . 4 . 1 , t h e A r c h i t e c t s h a l l r e v i e w a n d a p p r o v e , o r t a k e o t h e r a p p r o p r i a t e a c t i o n u p o n , e C o n tra c to r’s s u b m itta ls s u c h a s S h o p D ra w in g s , P ro d u c t D a ta a n d S a m p le s , b u t o n ly fo r th e lim ite d p u rp o s e o f e c k in g fo r c o n fo rm a n c e w ith in fo rm a tio n g iv e n a n d th e d e s ig n c o n c e p t e x p re s s e d in th e C o n tra c t D o c u m e n ts a n d a lu a tin g th e to ta l im p a c t o f s u c h s u b m itta ls o n th e d e s ig n . R e v ie w o f s u c h s u b m itta ls is n o t fo r th e p u rp o s e o f e te rm in in g th e a c c u ra c y a n d c o m p le te n e s s o f o th e r in fo rm a tio n s u c h a s d im e n s io n s , q u a n titie s , a n d in s ta lla tio n o r e rfo rm a n c e o f e q u ip m e n t o r s y s te m s , w h ic h a re th e C o n tra c to r’s re s p o n s ib ility . T h e A rc h ite c t’s re v ie w s h a ll n o t o n s titu te a p p ro v a l o f s a fe ty p re c a u tio n s o r, u n le s s o th e rw is e s p e c ific a lly s ta te d b y th e A rc h ite c t, o f a n y c o n s tru c tio n e a n s , m e th o d s , te c h n iq u e s , s e q u e n c e s o r p ro c e d u re s . T h e A rc h ite c t’s a p p ro v a l o f a s p e c ific ite m s h a ll n o t in d ic a te p p ro v a l o f a n a s s e m b ly o f w h ic h th e ite m is a c o m p o n e n t. W h e n s h o p d ra w in g s o r o th e r s u b m itta ls d o n o t c o n ta in d e q u a te in fo rm a tio n fo r th e A rc h ite c t to p e rfo rm its o b lig a tio n s u n d e r th is S e c tio n , th e A rc h ite c t s h a ll s o in fo rm th e w n e r a n d th e C o n tra c to r, a n d re q u e s t th a t th e C o n tra c to r re v is e a n d re s u b m it s u c h s u b m itta ls . T h e A rc h ite c t s h a ll e re s p o n s ib le fo r d e te rm in in g w h a t a s p e c ts o f th e W o rk s h a ll b e th e s u b je c t o f s h o p d ra w in g s a n d o th e r s u b m itta ls . h e A rc h ite c t s h a ll n o t k n o w in g ly p e rm it s u c h a s p e c ts o f th e c o n s tru c tio n w o rk to p ro c e e d in th e a b s e n c e o f p p ro v e d s h o p d ra w in g s a n d o th e r s u b m itta ls a n d s h a ll p ro m p tly a le rt th e O w n e r if th e C o n tra c to r a tte m p ts to d o s o .

§ c e a p a p C

3.6.4.3 I f t h e C o n t r a c t D o c u m e n t s s p e c i f i c a l l y r e q u i r e t h e C o n t r a c rtific a tio n s b y a d e s ig n p ro fe s s io n a l re la te d to s y s te m s , m a te ria ls , p ro p ria te p e rfo rm a n c e a n d d e s ig n c rite ria th a t s u c h s e rv ic e s m u s t p ro p ria te a c tio n o n s h o p d ra w in g s a n d o th e r s u b m itta ls re la te d to o n tra c to r’s d e s ig n p ro fe s s io n a l, p ro v id e d th e s u b m itta ls b e a r s u c h u b m itte d to th e A rc h ite c t. T h e A rc h ite c t s h a ll b e e n title d to re ly u p d e q u a c y a n d a c c u ra c y o f th e s e rv ic e s , c e rtific a tio n s , a n d a p p ro v a ls ro fe s s io n a ls .

s p

a

§ 3.6.4.4 S C o n tra c t D in fo rm a tio s p e c ific D A rc h ite c t’

u b je c o c u m n . R e ra w in s re sp

t to S e c tio n e n ts . T h e A q u e s ts fo r in g s o r S p e c if o n s e to s u c h

4 .3 , th e A r c rc h ite c t s h a fo rm a tio n s ic a tio n s in n re q u e s ts s h

h ite c t s ll s e t fo h a ll in c e e d o f a ll b e m

to r to p ro v id e p ro fe s s io n a l d e s ig n s e rv ic e s o r o r e q u ip m e n t, th e A rc h ite c t s h a ll s p e c ify th e s a tis fy . T h e A rc h ite c t s h a ll re v ie w a n d ta k e th e W o rk d e s ig n e d o r c e rtifie d b y th e p ro fe s s io n a l’s s e a l a n d s ig n a tu re w h e n o n , a n d s h a ll n o t b e re s p o n s ib le fo r, th e p e rfo rm e d o r p ro v id e d b y s u c h d e s ig n

h a ll re v ie w a n d re s p o n d to rth , in th e C o n tra c t D o c u m lu d e , a t a m in im u m , a d e ta c la rific a tio n a n d th e n a tu re a d e in w ritin g w ith in a n y

re q u e s ts fo r in fo r e n ts , th e re q u ire m ile d w ritte n s ta te m o f th e c la rific a tio tim e lim its a g re e d

m a tio n e n ts fo e n t th a n re q u e u p o n ,

a b o u t th e r re q u e s ts fo r t in d ic a te s th e s te d . T h e o r o th e rw is e w ith

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

15

re a s o n a b le p ro m p tn e s s . If a p p ro p ria te , th e A rc h ite c t s h a ll p re p a re a n d is s u e s u p p le m e n ta l D ra w in g s a n d S p e c ific a tio n s in re s p o n s e to th e re q u e s ts fo r in fo rm a tio n . § 3.6.4.5 T h e A r c h i t e c t s h a l l m a i n t a i n a r e c o r d o f s u b m i t t a l s a n d r e q u e s t s f o r i n f o r m a t i o n a n d c o p i e s o f s u b m i t t a l s a n d re q u e s ts fo r in fo rm a tio n s u p p lie d b y th e C o n tra c to r in a c c o rd a n c e w ith th e re q u ire m e n ts o f th e C o n tra c t D o c u m e n ts . § § c h a n th O

3.6.5 Changes in the Work 3.6.5.1 W i t h t h e O w n e r ’ s p r i o r w r i t t e n a p p r o v a l , t h e A r c h i t e c t m a y o r d e r m i n o r c h a n g e s i n t h e W o r k a n g e o r a ffe c t th e q u a lity o r in te n d e d u s e s o f th e P ro je c t, a re c o n s is te n t w ith th e in te n t o f th e C o n tra c d d o n o t in v o lv e a n a d ju s tm e n t in th e C o n tra c t S u m o r a n e x te n s io n o f th e C o n tra c t T im e . S u b je c t to e A rc h ite c t s h a ll p re p a re , a n d p ro v id e a n y a n d a ll s e rv ic e s n e c e s s a ry o r d e s ira b le in c o n n e c tio n w ith , rd e rs a n d C o n s tru c tio n C h a n g e D ire c tiv e s (w ith s u p p o rtin g d o c u m e n ta tio n a n d d a ta n e c e s s a ry fo r th e n d e rs ta n d in g o f th e O w n e r a n d th e C o n tra c to r) a n d s u b m it th e s a m e to th e O w n e r fo r th e O w n e r’s a p p x e c u tio n in a c c o rd a n c e w ith th e C o n tra c t D o c u m e n ts . In th e e v e n t th a t th e A rc h ite c t d is a p p ro v e s a n y rd e r, in w h o le o r in p a rt, th e A rc h ite c t s h a ll p ro v id e a w ritte n e x p la n a tio n o f th e fa c tu a l a n d c o n tra c tu u c h d is a p p ro v a l a n d s h a ll c e rtify in w ritin g th a t s u c h d is a p p ro v a l w a s m a d e in g o o d fa ith .

u e O s

th a t d o n o t t D o c u m e n ts S e c tio n 4 .3 , C h a n g e ro v a l a n d C h a n g e a l b a s is fo r

§ 3.6.5.2 T h e A r c h i t e c t s h a l l m a i n t a i n r e c o r d s r e l a t i v e t o c h a n g e s i n t h e W o r k . § 3.6.6 Project Completion § 3.6.6.1 T h e A r c h i t e c t s h a l l : .1 c o n d u c t in s p e c tio n s to d e te rm in c o m p le tio n ; .2 is s u e C e rtific a te s o f S u b s ta n tia l .3 a s s is t th e O w n e r a n d th e C o n tra in s p e c tio n s re la tiv e th e re to ; .4 fo rw a rd to th e O w n e r, fo r th e O re q u ire d b y th e C o n tra c t D o c u m .5 is s u e a fin a l C e rtific a te fo r P a y m A rc h ite c t’s k n o w le d g e , in fo rm a C o n tra c t D o c u m e n ts .

e th e d a te o r d a te s o f S u b s ta n tia l C o m p le tio n a n d th e d a te o f fin a l C o m p le tio n ; c to r in th e p re p a ra tio n a n d re v ie w o f a p u n c h lis t a n d c o n d u c t w n e r’s e n ts a n e n t b a tio n , a n

re d se d

v ie w a n d re c e iv e d d u p o n a b e lie f, th

re fro fin e W

c o rd m th a l in o rk

s, e sp c

w ritte n C o n tra e c tio n o m p lie

w a rra n tie s a n d re la te d d o c u m e n ts c to r; a n d , in d ic a tin g th a t, to th e b e s t o f th e s w ith th e re q u ire m e n ts o f th e

In th e e v e n t th a t th e A rc h ite c t w ith h o ld s s u c h fin a l C e rtific a te fo r P a y m e n t, th e A rc h ite c t s h a ll p ro v id e a w ritte n e x p la n a tio n o f th e fa c tu a l a n d c o n tra c tu a l b a s is fo r s u c h w ith h o ld in g a n d s h a ll c e rtify in w ritin g th a t s u c h w ith h o ld in g w a s m a d e in g o o d fa ith . § 3.6.6.2 T h e A r c h i t e c t ’ s i n s p e c t i o n s s h a l l b e c o n d u c t e d w i t h t h e O w n e r t o c h e c k c o n f o r m a n c e o f t h e W o r k w i t h t h e re q u ire m e n ts o f th e C o n tra c t D o c u m e n ts a n d to v e rify th e a c c u ra c y a n d c o m p le te n e s s o f th e lis t s u b m itte d b y th e C o n tra c to r o f W o rk to b e c o m p le te d o r c o rre c te d . § 3.6.6.3 W h e n S u b s t a n t i a l C o m p l e t i o n h a s b e e n a c h i e v e d , t h e A r c h i t e c t s h a l l i n f o r m t h e O w n e r a b o u t t h e b a l a n c e o f th e C o n tra c t S u m re m a in in g to b e p a id th e C o n tra c to r, in c lu d in g th e a m o u n t to b e re ta in e d fro m th e C o n tra c t S u m , if a n y , fo r fin a l c o m p le tio n o r c o rre c tio n o f th e W o rk . § 3.6.6.4 T h e A c o n se n t o f su re a ffid a v its , re c e d o c u m e n ta tio n

rc h ite c t ty o r s u r ip ts , re le re q u ire d

s h a ll fo rw e tie s , if a n a se s a n d w o f th e C o

a rd to th y , to re d a iv e rs o n tra c to r

e O w u c tio f lie n u n d e

n e r th e fo llo w n in o r p a rtia l s , o r b o n d s in r th e C o n tra c t

in re d e D

g in fo le a s e m n ify o c u m

rm o f in e n

a tio n re c e iv e d fro m th e C o n tra c to r: (1 ) re ta in a g e o r th e m a k in g o f fin a l p a y m e n t; (2 ) g th e O w n e r a g a in s t lie n s ; a n d (3 ) a n y o th e r ts .

§ 3.6.6.5 U p o n r e q u e s t o f t h e O w n e r , a n d p r i o r t o t h e e x p i r a t i o n o f o n e y e a r f r o m t h e d a t e o f S u b s t a n t i a l C o m p le tio n , th e A rc h ite c t s h a ll, w ith o u t a d d itio n a l c o m p e n s a tio n , c o n d u c t a m e e tin g w ith th e O w n e r to re v ie w th e fa c ility o p e ra tio n s a n d p e rfo rm a n c e .

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

16

§ 3.6.6.6 T h e A r c h i t e c t s h a l l s p e c i f y r e q u i r e m e n t s f o r m a i n t e n a n c e i n f o r m a t i o n t o b e s u p p l i e d b y t h e C o n t r a c t a s in fo rm a tio n a l c lo s e o u t s u b m itta ls o n b e h a lf o f th e O w n e r, v e rify th a t s u c h s u b m itta ls a re c o m p le te a n d fo rw a rd th e s u b m itta ls to th e O w n e r.

ARTICLE 4 ADDITIONAL SERVICES [REVIEW IN DETAIL] § 4.1 T h e s e r v i c e s l i s t e d i n t h e c h a r t b e l o w , u n l e s s n o t e d a s a “ B a s i c S e r v i c e , ” a r e n o t i n c l u d e d i n B a s i c S e r v i c e s a n d a r e r e f e r r e d to a s “ A d d itio n a l S e r v ic e s ” , b u t m a y b e r e q u ir e d f o r th e P r o je c t. S u b je c t to S e c tio n 4 .5 , th e A rc h ite c t s h a ll p ro v id e th e A d d itio n a l S e rv ic e s lis te d in th e c h a rt b e lo w o n ly if s p e c ific a lly d e s ig n a te d in th e ta b le b e lo w a s th e A r c h ite c t’ s r e s p o n s ib ility , a n d th e O w n e r s h a ll c o m p e n s a te th e A r c h ite c t a s p r o v id e d in S e c tio n 1 1 .2 .

(Designate the Architect’s Additional Services required for the Project by indicating whether the Architect or Owner shall be responsible for providing the identified Additional Service. Insert a description of the Additional Services in Section 4.2 below or attach the description of services as an exhibit to this Agreement.)

Services

§ 4.1.1 P r o g r a m m i n g § 4.1.2 M u l t i p l e p r e l i m i n a r y d e s i g n s § 4.1.3 M e a s u r e d d r a w i n g s

Responsibility (Architect, Owner, or not provided) A rc h ite c t A rc h ite c t N o t P ro v id e d

§ 4.1.4 E x i s t i n g f a c i l i t i e s s u r v e y s

E x is tin g S h e ll B u ild in g D im e n s io n s

A rc h ite c t

§ 4.1.5 S i t e E v a l u a t i o n a n d P l a n n i n g ( B 2 0 3 ™ –

O w n e r

S ite S u rv e y a n d S ite P la n C A D d ra w in g

Additional Service/Basic Service/Other Notes A d d itio n a l S e rv ic e .

N /A N /A

2 0 0 7 )

§ 4.1.6 § 4.1.7 § 4.1.8 § 4.1.9 § 4.1.10 § 4.1.11 2 0 0 7 ) § 4.1.12 § 4.1.13 § 4.1.14 § 4.1.15 § 4.1.16 § 4.1.17 § 4.1.18 d e v e lo p m M a n u a l” § 4.1.19 § 4.1.20 2 0 0 7 ) § 4.1.21 § 4.1.22 d e s ig n

D e s ig n c rite ria S ig n c rite ria P h o to -R e a lis tic R e n d e rin g s C iv il e n g in e e rin g L a n d s c a p e d e s ig n A rc h ite c tu ra l In te rio r D e s ig n (B 2 5 2 ™ –

A rc A rc A rc O w O w A rc

V a lu e A n a ly s is (B 2 0 4 ™ – 2 0 0 7 ) O n -s ite p ro je c t re p re s e n ta tio n A s -d e s ig n e d re c o rd d ra w in g s A s -c o n s tru c te d re c o rd d ra w in g s P o s t o c c u p a n c y e v a lu a tio n F a c ility S u p p o rt S e rv ic e s (B 2 1 0 ™ – 2 0 0 7 ) T e n a n t-re la te d s e rv ic e s , in c lu d in g D e s ig n , e n t o f te n a n t s ta n d a rd s , a n d T e n a n t D e s ig n

N o t p ro A rc h ite A rc h ite A rc h ite A rc h ite N o t P ro A rc h ite

C o o rd in a tio n o f O w n e r’s c o n s u lta n ts S e c u rity E v a lu a tio n a n d P la n n in g (B 2 0 6 ™ –

A rc h ite c t A rc h ite c t

C o m m is s io n in g (B 2 1 1 ™ – 2 0 0 7 ) E x te n s iv e e n v iro n m e n ta lly re s p o n s ib le

O w n e r N o t P ro v id e d

§ 4.1.23 L E E D

®

C e rtific a tio n

h ite h ite h ite n e r n e r h ite

c t c t c t

c t v id e d c t c t c t c t v id e d c t

A rc h ite c t

A d d itio n a l S e rv ic e B a s ic S e rv ic e A d d itio n a l S e rv ic e

A d d itio n a l S e rv ic e s B a s ic S B a s ic S A d d itio A d d itio

e rv ic e rv ic n a l S n a l S

e e e rv ic e e rv ic e

A d d itio n a l S e rv ic e

B a s ic S e rv ic e A d d itio n a l S e rv ic e

A d d itio n a l S e rv ic e s

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

17

Services

§ 4.1.24 F a s t - t r a c k d e s i g n s e r v i c e s § 4.1.25 H i s t o r i c P r e s e r v a t i o n ( B 2 0 5 § 4.1.26 F u r n i t u r e , F u r n i s h i n g s , a n d D e s ig n (B 2 5 3 ™ – 2 0 0 7 ) § 4.1.27S i g n a g e , b r a n d i n g , a n d w a y f § 4.1.28 C h a n g e M a n a g e m e n t § 4.1.29 B O M A , r e n t a b l e , u s a b l e , o r

Responsibility (Architect, Owner, or not provided) A rc h ite c t

Additional Service/Basic Service/Other Notes

A d d itio n a l S e rv ic e s

™ – 2 0 0 7 ) E q u ip m e n t

N o t P ro v id e d A rc h ite c t

in d in g

A rc h ite c t A rc h ite c t A rc h ite c t

A d d itio n a l S e rv ic e A d d itio n a l S e rv ic e

A rc h ite c t

S e e A rtic le 6

§ 4.1.32 C h a n g e s t o d e s i g n d o c u m e n t s d u e t o c h a n g e s in b u ild in g c o d e o r o th e r re g u la to ry a g e n c ie s

A rc h ite c t

B a s ic S e su c h c h a c h a n g e s h a v e b e e

§ 4.1.34 P r e p a r a t i o n o f d o c u m e n t s f o r a n d a t t e n d a n c e a t m e e tin g s fo r c o d e c o m p lia n c e a lte rn a tiv e s o r s ta te v a ria n c e s § 4.1.35 O f f i c e f l o o r t e s t f i t s § 4.1. 37 C o s t E s t i m a t i n g

A rc h ite c t

B a s ic S e rv ic e

A rc h ite c t B y O w n e r

A d d itio n a l S e rv ic e .

U tility c o m p a n y s u b m itta ls a n d c o o rd in a tio n (P G & E )

B y O w n e r

C a lc u la tio n s a fte r P ro je c t c o m p le tio n

n e t a re a

S h e ll

A d d itio n a l S e rv ic e s B a s ic S e rv ic e s

O n ly § 4.1.30 Intentionally omitted. § 4.1.31 S u b s t a n t i a l c h a n g e s t o t h e d e s i g n p r e v i o u s l y a p p ro v e d b y th e o w n e r in p rio r p h a s e s

§ b e [D IF

rv ic e to n g e s o r w e re k n n k n o w

th e e x p ro p o o w n o n to A

te n t th a t se d r s h o u ld rc h ite c t

4.2 A d e s c r i p t i o n o f e a c h A d d i t i o n a l S e r v i c e i d e n t i f i e d i n S e c t i o n 4 . 1 a s t h e A r c h i t e c t ’ s r e s p o n s i b i l i t y i s p r o v i d e d lo w .

E S C R I B E I N D E T A I L T H E A R C H I T E C T ’ S A D D I T I O N A L S E R V I C E S I D E N T I F I E D I N S E C T I O N 4 .1 .1 O R , S E T F O R T H IN A N E X H IB IT ]

§ 4.3 T h e f o l l o w i n g s h a l l a l s o b e c o n s i d e r e d A d d i t i o n a l S e r v i c e s : .1 S e rv ic e s n e c e s s ita te d b y a m a te ria l c h a n g e in th e In itia l In fo rm a tio n , p re v io u s in s tru c tio n s o r a p p ro v a ls g iv e n b y th e O w n e r, o r a m a te ria l c h a n g e in th e s iz e , q u a lity o r c o m p le x ity o f th e P ro je c t, in a n y s u c h e v e n t m a d e a fte r th e c o m p le tio n o f S c h e m a tic D e s ig n P h a s e s e rv ic e s ; .2 S e rv ic e s n e c e s s ita te d b y th e O w n e r’s re q u e s t fo r e x te n s iv e e n v iro n m e n ta lly re s p o n s ib le d e s ig n a lte rn a tiv e s , s u c h a s u n iq u e s y s te m d e s ig n s , in -d e p th m a te ria l re s e a rc h , e n e rg y m o d e lin g o r L E E D ® c e rtific a tio n , u n le s s s u c h s e rv ic e s a re o th e rw is e s p e c ifie d a b o v e a s B a s ic S e rv ic e s o r a re re q u ire d b y a p p lic a b le c o d e s o r la w s ; .3 C h a n g in g o r e d itin g p re v io u s ly p re p a re d D o c u m e n ts n e c e s s ita te d b y th e e n a c tm e n t o r re v is io n o f c o d e s , la w s o r re g u la tio n s o r o ffic ia l in te rp re ta tio n s , e x c e p t to th e e x te n t th e s a m e w e re re a s o n a b ly fo re s e e a b le b y th e A rc h ite c t; .4 S e rv ic e s n e c e s s ita te d b y d e c is io n s o f th e O w n e r n o t re n d e re d in a tim e ly m a n n e r o r a n y o th e r fa ilu re o f p e rfo rm a n c e o n th e p a rt o f th e O w n e r o r th e O w n e r’s c o n s u lta n ts o r c o n tra c to rs ; .5 P re p a ra tio n o f d e s ig n a n d d o c u m e n ta tio n fo r a lte rn a te b id o r p ro p o s a l re q u e s ts p ro p o s e d b y th e O w n e r; AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

18

.6 .7 .8 .9 .10

.11

.12

.13

.14

A tte n d a n c e a t a p u b lic p re s e n ta tio n , m e e tin g o r h e a rin g , o th e r th a n a n y re q u ire d a t th e m u n ic ip a l le v e l; P re p a ra tio n fo r, a n d a tte n d a n c e a t a d is p u te re s o lu tio n p ro c e e d in g o r le g a l p ro c e e d in g , e x c e p t w h e re th e A rc h ite c t is p a rty th e re to ; E v a lu a tio n o f th e q u a lific a tio n s o f b id d e rs o r p e rs o n s p ro v id in g p ro p o s a ls ; C o n s u lta tio n c o n c e rn in g re p la c e m e n t o f W o rk re s u ltin g fro m fire o r o th e r c a u s e d u rin g c o n s tru c tio n .

R e v ie w in g a n e x te n s iv e n u m b e r o f C o n tra c to r’s s u b m itta ls o u t o f s e q u e n c e fro m th e s u b m itta l s c h e d u le a g re e d to b y th e A rc h ite c t re s u ltin g in s u b s ta n tia l a d d itio n a l w o rk o n th e p a rt o f th e A rc h ite c t b e y o n d th a t w h ic h is ty p ic a lly re q u ire d fo r c o n s tru c tio n p ro je c ts s im ila r in s c o p e to th e P ro je c t a n d in v o lv in g a s im ila r n u m b e r o f c o n tra c to rs ; R e s p o n d in g to a n e x te n s iv e n u m b e r o f C o n tra c to r’s re q u e s ts fo r in fo rm a tio n th a t a re n o t p re p a re d in a c c o rd a n c e w ith th e C o n tra c t D o c u m e n ts o r w h e re s u c h in fo rm a tio n is a v a ila b le to th e C o n tra c to r fro m a c a re fu l s tu d y a n d c o m p a ris o n o f th e C o n tra c t D o c u m e n ts , fie ld c o n d itio n s , o th e r O w n e r-p ro v id e d in fo rm a tio n , C o n tra c to r-p re p a re d c o o rd in a tio n d ra w in g s o r p rio r P ro je c t c o rre s p o n d e n c e o r d o c u m e n ta tio n , re s u ltin g in s u b s ta n tia l a d d itio n a l w o rk o n th e p a rt o f th e A rc h ite c t b e y o n d th a t w h ic h is ty p ic a lly re q u ire d fo r c o n s tru c tio n p ro je c ts s im ila r in s c o p e to th e P ro je c t a n d in v o lv in g a s im ila r n u m b e r o f c o n tra c to rs ; P re p a rin g C h a n g e O rd e rs a n d C o n s tru c tio n C h a n g e D ire c tiv e s th a t re q u ire e v a lu a tio n o f C o n tra c to r’s p ro p o s a ls a n d s u p p o rtin g d a ta , o r th e p re p a ra tio n o r re v is io n o f D o c u m e n ts , to th e e x te n t th a t th e s a m e in v o lv e s u b s ta n tia l a d d itio n a l w o rk o n th e p a rt o f th e A rc h ite c t b e y o n d th a t w h ic h is ty p ic a lly re q u ire d fo r c o n s tru c tio n p ro je c ts s im ila r in s c o p e to th e P ro je c t a n d in v o lv in g a s im ila r n u m b e r o f c o n tra c to rs , e x c e p t if c a u s e d b y th e A rc h ite c t’s n e g lig e n t a c t o r o m is s io n ; E v a lu a tin g a n e x te n s iv e n u m b e r o f C la im s re s u ltin g in s u b s ta n tia l a d d itio n a l w o rk o n th e p a rt o f th e A rc h ite c t b e y o n d th a t w h ic h is ty p ic a lly re q u ire d fo r c o n s tru c tio n p ro je c ts s im ila r in s c o p e to th e P ro je c t a n d in v o lv in g a s im ila r n u m b e r o f c o n tra c to rs ; T o th e e x te n t th e A rc h ite c t’s B a s ic S e rv ic e s a re a ffe c te d , p ro v id in g C o n s tru c tio n P h a s e S e rv ic e s m o re th a n 9 0 c a le n d a r d a y s a fte r th e d a te o f S u b s ta n tia l C o m p le tio n o f th e W o rk .

§ 4.4 S u b j e c t t o S e c t i o n s 4 . 5 a n d 4 . 6 , a n y A d d i t i o n a l S e r v i c e s p r o v i d e d i n a c c o r d a n c e w i t h S e c t i o n 4 . 3 s h a l l e n t i t l e th e A r c h ite c t to c o m p e n s a tio n p u r s u a n t to S e c tio n 1 1 .3 a n d a n a p p r o p r ia te a d ju s tm e n t in th e A r c h ite c t’ s s c h e d u le . § 4.5 I f t h e A r c h i t e c t d e t e r m i n e s t h a t a n y A d d i t i o n a l S e r v i c e s a r e r e q w ritin g (w h ic h n o tic e s h a ll s p e c ify w h ic h A d d itio n a l S e rv ic e s a re s o fo r s u c h s e rv ic e s ) a n d o b ta in th e w ritte n a p p ro v a l o f th e O w n e r p rio r p ro v id e s u c h n o tic e to a n d a p p ro v a l o f th e O w n e r w ith re s p e c t to a n y a n d c o n c lu s iv e w a iv e r o f a n y c la im o f th e A rc h ite c t fo r a d d itio n a l c o O w n e r in d ic a te s in w ritin g th a t a ll o r p a rt o f a n y s u c h A d d itio n a l S e r a u th o riz e o r c o n firm in w ritin g th a t a n y s u c h A d d itio n a l S e rv ic e s a re s h a ll h a v e n o o b lig a tio n to p ro v id e th o s e s e rv ic e s . § 4.6 N n e c e ssa p e rfo rm a n A d d th is A g

o tw ith s ta n ry , in w h o a n y o f th itio n a l S e r re e m e n t, w

d in g a n y th in g le o r in p a rt, b e ir re s p e c tiv e v ic e o r o th e rw ith o u t in v a lid

to th e c o n tra ry c o n ta in e d in th y a n y fa ilu re o n th e p a rt o f th e d u tie s , re s p o n s ib ilitie s o r o b lig is e u n d e r th is A g re e m e n t. A d d a tin g th e A g re e m e n t.

ARTICLE 5 OWNER’S RESPONSIBILITIES § 5.1 U n l e s s o t h e r w i s e p r o v i d e d f o r u n d e r t h i s A rc h ite c t) s h a ll p ro v id e in fo rm a tio n in a tim e ly in c lu d in g , to th e e x te n t m a te ria lly re le v a n t to th o b je c tiv e s ; s c h e d u le ; c o n s tra in ts a n d c rite ria , in e x p a n d a b ility ; s p e c ia l e q u ip m e n t; s y s te m s ; a n d

A g re e m m a n n e e P ro je c lu d in g s ite re q

u ir re q to su m p v ic to

e d , th e A rc h ite c t s h a ll n o tify u ire d a n d s h a ll in c lu d e th e A c o m m e n c in g s u c h s e rv ic e s . c h s e rv ic e s s h a ll c o n s titu te a e n s a tio n o n a c c o u n t o f s u c h e s a re n o t re q u ire d , o r if th e b e p e rfo rm e d b y th e A rc h ite

is A g re e m e A rc h ite c t o a tio n s u n d e itio n a l S e rv

e n t, th e O w r re g a rd in g c t, a w ritte n sp a c e re q u u ire m e n ts .

n e r re q u p ro ire m

n t, n o r a n y r th is ic e s m

(w ith ire m g ra m e n ts

th e e n ts , w h a n d

a rc h ite c tu o f its c o n s A g re e m e n a y b e p ro

g u id a fo r a n ic h s h re la tio

th e O w n e r in rc h ite c t’s c o s t F a ilu re to n irre v o c a b le s e rv ic e s . If th e O w n e r fa ils to c t, th e A rc h ite c t

ra l s e rv ic e s m u lta n ts d u ly a t s h a ll b e c o m v id e d a fte r e x

a d n d p e e c

e tim e ly to n s a te d a s u tio n o f

n c e a n d a s s is ta n c e o f th e d lim ita tio n s o n th e P ro je c t, a ll s e t fo rth th e O w n e r’s n s h ip s ; fle x ib ility ;

§ 5.2 [ R E V I S E I F O W N E R ’ S B U D G E T A L R E A D Y E S T A B L I S H E D ] T h e O w n e r s h a l l e s t a b l i s h a n d p e r i o d i c a l l y u p d a te th e O w n e r’s b u d g e t fo r th e P ro je c t, in c lu d in g (1 ) th e b u d g e t fo r th e C o s t o f th e W o rk a s d e fin e d in S e c tio n AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

19

6 .1 ; ( 2 ) th e O w n e r ’ s o th e r u p d a te th e O w n e r’s b u d g e If th e O w n e r s ig n ific a n tly n o tify th e A rc h ite c t. T h e O s c o p e a n d q u a lity .

c o s ts ; a n d t fo r th e P in c re a s e s w n e r a n d

, (3 ro je o r d th e

) r c t e c A

e a s a s re a rc h

o n a b le n e c e ssa s e s th e ite c t s h

c o n tin g e n ry th ro u g O w n e r’s a ll th e re a

c ie h o u b u d fte r

s re la te d to a ll t th e d u ra tio n g e t fo r th e C o a g re e to a c o r

o f th e s e c o f th e P ro s t o f th e W re s p o n d in

o s ts je c t o rk g c h

. T h e u n til , th e a n g e

O w n e r fin a l c o O w n e r in th e P

s h a ll m p le tio n . s h a ll ro je c t’s

§ 5.3 T h e O w n e r s h a l l i d e n t i f y a r e p r e s e n t a t i v e a u t h o r i z e d t o a c t o n t h e O w n e r ’ s b e h a l f w i t h r e s p e c t t o t h e P r o j e c t .

T h e O w n e r s h a ll re n d e r d e c is io n s a n d a p p ro v e th e A rc h ite c t’s s u b m itta ls in a tim e ly m a n n e r in o rd e r to a v o id u n re a s o n a b le d e la y in th e o rd e rly a n d s e q u e n tia l p ro g re s s o f th e A rc h ite c t’s s e rv ic e s . § th a p a d c o im a b

5.4 T h e e s ite o f p lic a b le ja c e n t d n to u rs o p ro v e m o v e a n d P ro je c t b e

O w n e r s h a ll fu rn is h s u rv e y s to d e s c rib e p th e P ro je c t, a n d a w ritte n le g a l d e s c rip tio , g ra d e s a n d lin e s o f s tre e ts , a lle y s , p a v e m ra in a g e ; rig h ts -o f-w a y , re s tric tio n s , e a s e m f th e s ite ; lo c a tio n s , d im e n s io n s , a n d o th e e n ts a n d tre e s ; a n d in fo rm a tio n c o n c e rn in b e lo w g ra d e , in c lu d in g in v e rts a n d d e p th n c h m a rk .

h y s ic a l c h a ra c te ris tic s , le g a l lim ita tio n s a n d u tility lo c a tio n s f n o f th e s ite . T h e s u rv e y s a n d le g a l in fo rm a tio n s h a ll in c lu d e , e n ts a n d a d jo in in g p ro p e rty a n d s tru c tu re s ; d e s ig n a te d w e tla n e n ts , e n c ro a c h m e n ts , z o n in g , d e e d re s tric tio n s , b o u n d a rie s a n r n e c e s s a ry d a ta w ith re s p e c t to e x is tin g b u ild in g s , o th e r g a v a ila b le u tility s e rv ic e s a n d lin e s , b o th p u b lic a n d p riv a te , s . A ll th e in fo rm a tio n o n th e s u rv e y s h a ll b e re fe re n c e d to a

o r a s d s; d

§ 5.5 [ I F A P P L I C A B L E ] T h e O w n e r s h a l l f u r n i s h s e r v i c e s o f g e o t e c h n i c a l e n g i n e e r s , w h i c h m a y i n c l u d e t e s t b o rin g s , te s t p its , d e te rm in a tio n s o f s o il b e a rin g v a lu e s , p e rc o la tio n te s ts , e v a lu a tio n s o f h a z a rd o u s m a te ria ls , s e is m ic e v a lu a tio n , g ro u n d c o rro s io n te s ts a n d re s is tiv ity te s ts , in c lu d in g n e c e s s a ry o p e ra tio n s fo r a n tic ip a tin g s u b s o il c o n d itio n s , w ith w ritte n re p o rts a n d a p p ro p ria te re c o m m e n d a tio n s . T h e A rc h ite c t s h a ll re v ie w th e re s u lts o f a n y s u c h s o il te s ts a n d s u rv e y fu rn is h e d b y th e O w n e r. In a c c o rd a n c e w ith th e S ta n d a rd o f C a re , th e A rc h ite c t s h a ll lo o k fo r, a n d n o tify O w n e r o f, o b v io u s e rro rs in s u c h s o il te s ts a n d s u rv e y b u t s h a ll n o t b e re q u ire d to v e rify a ll th e c a lc u la tio n s p e rfo rm e d b y s u c h o th e r p ro fe s s io n a ls . § 5.6 T h e O w n e r s h a l l p r o v i d e t h e s e r v i c e s d e s i g n a t e d a s t h e O w n e r ’ s r e s p o n s i b i l i t y i n S e c t i o n 4 . 1 . [ R E V I E W S E C T I O N 4 .1 F O R O W N E R R E S P O N S I B I L I T I E S ] § 5.7 T h e O w n e r s h a l l c o o r d i n a t e t h e s e r v i c e s o f i t s o w n c o n s u l t a n t s w i t h t h o s e s e r v i c e s p r o v i d e d b y t h e A r c h i t e c t .

T h e O w n e r m a y fu rn is h th e s e rv ic e s o f c o n s u lta n ts o th e r th a n th o s e d e s ig n a te d in th is A g re e m e n t, o r a u th o riz e th e A rc h ite c t to fu rn is h th e m a s a n A d d itio n a l S e rv ic e . § 5.8 T h e O w n e r s h a l l f u r n i s h t e s t s , i n s p e c t i o n s a n d r e p o r t s r e q u i r e d b y l a w o r t h e C o n t r a c t D o c u m e n t s , s u c h a s s tru c tu ra l, m e c h a n ic a l, a n d c h e m ic a l te s ts , te s ts fo r a ir a n d w a te r p o llu tio n , a n d te s ts fo r h a z a rd o u s m a te ria ls . § 5.9 T h e O w n e r o u t o f o r re la tin g c o m m u n ic a tio n s A rc h ite c t’s c o n s u § 5.10 B e re s p o n s ib T h e O w n in c lu d in g

fo re e ilitie s e r sh a th e G

sh to th a lta

a ll th e t m n ts

x e c u tin g s e t fo rth ll p ro v id e n e ra l C

a t C a y th

a ll tim o n tra c a ffe c ro u g h

th e C o in th e e th e A o n d itio

e s re ta in th e rig h t to c o m m u n ic a te d ire c tly w ith th e C o n tra c to r a b o u t m a tte rs a ris in g t D o c u m e n ts , p ro v id e d th a t th e O w n e r s h a ll n o tify th e A rc h ite c t o f a n y s u c h d ire c t t th e A rc h ite c t’s s e rv ic e s . T h e O w n e r s h a ll e n d e a v o r to c o m m u n ic a te w ith th e th e A rc h ite c t. n tra c t fo r C C o n tra c t fo rc h ite c t a c n s o f th e C

o n s tru c tio r C o n s tru c o p y o f th e o n tra c t fo r

n , th tio n e x e c C o n

e O w w ith u te d s tru c

n e r s h a ll c o o rd in a te th e A rc h ite c t’s d u tie s a n d th e A rc h ite c t’s s e rv ic e s s e t fo rth in th is A g re e m e n t. a g re e m e n t b e tw e e n th e O w n e r a n d C o n tra c to r, tio n .

§ 5.11 U p o n r e q u e s t o f t h e A r c h i t e c t , t h e O w n e r s h a l l p r o v i d e t h e A r c h i t e c t a c c e s s t o t h e P r o j e c t s i t e p r i o r t o c o m m e n c e m e n t o f th e W o rk a n d s h a ll o b lig a te th e C o n tra c to r to p ro v id e th e A rc h ite c t a c c e s s to th e W o rk w h e re v e r it is in p re p a ra tio n o r p ro g re s s . § in re th

5.12 N o t w fo rm a tio n q u e s te d b y e A rc h ite c

ith o r A t to

s ta n d in g a n y th in g to s e rv ic e s d e s c rib e d in rc h ite c t a n d (2 ) re a s o p e rfo rm its s e rv ic e s

th e c o th is A n a b ly u n d e r

n tra ry rtic le re q u ir th is A

in th is A 5 o n ly to e d b y th e g re e m e n

rtic le 5 , th e O w n e r s h a ll b e re q u ire d to fu rn is h a n y th e e x te n t th a t s u c h in fo rm a tio n o r s e rv ic e is (1 ) a c tu a lly s c o p e o f th e P ro je c t o r re a s o n a b ly n e c e s s a ry in o rd e r fo r t.

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

20

ARTICLE 6 § 6.1 F o r p u r p e le m e n ts o f th c o s ts , o v e rh e a e q u ip m e n t, d o c o m p e n s a tio n W o rk ; o r o th e

COST OF THE WORK o s e s o f th is A g re e m e n t, th e C o s t o f th e W o rk s h a ll b e P ro je c t d e s ig n e d o r s p e c ifie d b y th e A rc h ite c t a n d d a n d p ro fit. T h e C o s t o f th e W o rk a ls o in c lu d e s th e n a te d to , o r o th e rw is e fu rn is h e d b y , th e O w n e r. T h e o f th e A rc h ite c t; th e c o s ts o f th e la n d , rig h ts -o f-w a y r c o s ts th a t a re th e re s p o n s ib ility o f th e O w n e r.

e th e to ta l c o s h a ll in c lu d e re a s o n a b le v C o s t o f th e W , fin a n c in g , o

s t to th e O th e c o n tra a lu e o f la b o rk d o e s r c o n tin g e

§ 6.2 T h e O w n e r ’ s b u d g e t f o r t h e C o s t o f t h e W o r k i s p r o v i d e d i n I n i t i a l I n f o r m a t i o n , a n th r o u g h o u t th e P r o je c t a s r e q u ir e d u n d e r S e c tio n s 5 .2 , 6 .4 a n d 6 .5 . E v a lu a tio n s o f th e O w th e W o rk , a n d e s tim a te s o f th e C o s t o f th e W o rk p re p a re d b y th e O w n e r’s c o s t e s tim a to r ju d g m e n t a s a d e s ig n p ro fe s s io n a l. It is re c o g n iz e d , h o w e v e r, th a t n e ith e r th e A rc h ite c t n o v e r th e c o s t o f la b o r, m a te ria ls , o r e q u ip m e n t; th e C o n tra c to r’s m e th o d s o f d e te rm in in g b id d in g , m a rk e t, o r n e g o tia tin g c o n d itio n s . A c c o rd in g ly , th e A rc h ite c t c a n n o t a n d d o e s n b id s o r n e g o tia te d p ric e s w ill n o t v a ry fro m th e O w n e r’s b u d g e t fo r th e C o s t o f th e W o rk th e C o s t o f th e W o rk , o r e v a lu a tio n , p re p a re d o r a g re e d to b y th e A rc h ite c t.

w n e r to c o n s tru c t a ll c to rs ’ g e n e ra l c o n d itio n s o r, m a te ria ls , a n d n o t in c lu d e th e n c ie s fo r c h a n g e s in th e

d s h a ll b e a d ju s te d n e r’s b u d g e t fo r th e C o s t o f , re p re s e n t th e A rc h ite c t’s o r th e O w n e r h a s c o n tro l b id p ric e s ; o r c o m p e titiv e o t w a rra n t o r re p re s e n t th a t , o r fro m a n y e s tim a te o f

§ 6.3 Intentionally omitted. § 6.4 I f , t h r o u g h n o f a u l t th e A rc h ite c t s u b m its th e b e a d ju s te d to re fle c t c h a s u b m is s io n o f th e C o n s tr § 6.5 I f a t a n y t i m e W o rk , th e A rc h ite c O w n e r, s h a ll m a k e q u a lity , o r b u d g e t f th e O w n e r to s tu d y O w n e r’s b u d g e t.

th t s a p o r , d

o f th C o n n g e s u c tio

e A rc h ite c s tru c tio n D in th e g e n n D o c u m e

e O w n e r’s e h a ll p ro v id e p ro p ria te “ v th e C o s t o f e v e lo p a n d ,

t, th e o c u m e ra l le n ts a n

s tim a te o f th a c o m p a ris o a lu e e n g in e e th e W o rk , a n if re q u e s te d

P ro c u re m e n t e n ts to th e O v e l o f p ric e s d th e d a te o n e C n b rin d w b y

P h a se w n e r, in th e w h ic h

h a s n o t c o th e O w n e r a p p lic a b le p ro p o s a ls

th e th e io n c t’s

O w n e r c h o o s e s to p C o n s tru c tio n D o c u m o f th e C o n s tru c tio n m o d ific a tio n o f th e

ro c e n D o C o

e e ts c u n s

d u n d e r S e c tio n a s n e c e s s a ry to m e n ts P h a s e S e tru c tio n D o c u m

6 .6 c o m rv ic e n ts

.4 , th e p ly w e s, o r s h a ll

io n o o s a l, r th e ith in

e d w ith in 9 0 c a le n d a r d a y s a fte r e t fo r th e C o s t o f th e W o rk s h a ll c tio n m a rk e t b e tw e e n th e d a te o f g h t.

f th e th e O C o st a re a

g e t fo u p o n s t th e th e r p a ls s o

r th e C o s t o f th e re q u e s t o f th e P ro je c t’s s iz e , a rtie s d e s ig n a te d b y a s to a c h ie v e th e

C o n s tru c tio n D o c u m e n ts P h a s e w n e r s h a ll o f th e W o rk ; s o n a b le tim e ;

p ro g ra m , s c o p e , o r q u a lity a s re q u ire d to re d u c e .

A rc h ite c t s h ith th e O w n e th e b u d g e t a s b e th e lim it o

It is u n d e rs to o d th a t th e y a rc h ite c t s h a p ro d u c tio n o f C o n s tru c tio n D o c u m e n ts b a s e d th e S c h e m a tic D e s ig n p h a s e d o c u m e n ts a n d th e v a lu a te d th e C o s t o f W o rk a t th a t tim e a n d is W o rk is w ith in th e O w n e r’s B u d g e t. T h e O w n e v a lu a te th e c o s t d u rin g th e D e s ig n D e v e lo p m a d ju s tm e n ts o f m a te ria ls a n d s y s te m s fo r c o s t S e c tio n 6 .7 .

e n c u d g s tru so u

o s t o f th e W o rk e x c e e d s th e O w n e r’s b u d re a k d o w n e x p la in in g th e d iffe re n c e s a n d , g ” re c o m m e n d a tio n s to th e O w n e r to a d ju o rk w ith th e O w n e r, th e C o n tra c to r a n d o th e O w n e r, im p le m e n t c o s t s a v in g p ro p o s

§ 6.6 I f t h e O w n e r ’ s b u d g e t f o r t h e C o s t o f t h e W o r k a t t h e c o n c l u s S e rv ic e s is e x c e e d e d b y th e lo w e s t b o n a fid e b id o r n e g o tia te d p ro p .1 g iv e w ritte n a p p ro v a l o f a n in c re a s e in th e b u d g e t fo .2 a u th o riz e re b id d in g o r re n e g o tia tin g o f th e P ro je c t w .3 te r m in a te in a c c o r d a n c e w ith S e c tio n 9 .5 ; .4 in c o n s u lta tio n w ith th e A rc h ite c t, re v is e th e P ro je c t th e C o s t o f th e W o rk ; o r, .5 im p le m e n t a n y o th e r m u tu a lly a c c e p ta b le a lte rn a tiv e § 6.7 I f m o d ify c o n c lu s A rc h ite

m m ’s b c o n a re

a ll, w r’s b a d ju f th e

ith o u u d g e t s te d u A rc h

t a d d itio n a l c o m p e n fo r th e C o s t o f th e W n d e r S e c tio n 6 .6 .1 . ite c t’s re s p o n s ib ility

ll p ro c e e d w ith th e o n th e O w n e rs a p p a t th e O w n e r h a s s a tis fie d th a t th e C e r w ill c o n tin u e to e n t p h a se a n d m a k re a s o n s , if n e c e s s a

s a tio n , o rk a t th e T h e u n d e r th is

ro v a l o f o st o f e ry to

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

21

s ta y w ith in O w n e r’s B u d g e t. A n y s u b s ta n tia l c h a n g e s a fte r th e D e s ig n D e v e lo p m e n t p h a s e s h a ll b e A d d itio n a l S e rv ic e o f th e A rc h ite c t.

ARTICLE 7 COPYRIGHTS AND LICENSES § 7.1 T h e O w n e r s h a l l b e t h e e x c l u s i v e a n d a b s o l u t e o w n e r o f a l l r i g h t s i n a n d t o u s e a n y a n d a l l d o c u m e n t a t i o n d e v e lo p e d b y , th ro u g h o r u n d e r th e A rc h ite c t in th e p e rfo rm a n c e o f its o b lig a tio n s h e re u n d e r (c o lle c tiv e ly , th e “ D o c u m e n ts ” ), in c lu d in g , w ith o u t lim ita tio n , a ll o rig in a l d ra w in g s , s p e c ific a tio n s , e s tim a te s , fie ld n o te s , s tu d ie s , m o d e ls , d a ta , S c h e m a tic D e s ig n D o c u m e n ts , D e s ig n D e v e lo p m e n t D o c u m e n ts , fin a l d ra w in g s a n d s p e c ific a tio n s , a n d C o n s tru c tio n D o c u m e n ts , w h e th e r o r n o t th e P ro je c t fo r w h ic h th e y a re m a d e is c o n s tru c te d , e x c e p t fo r A rc h ite c t’s p re -e x is tin g in te lle c tu a l p ro p e rty o r s ta n d a rd c o n v e n tio n s a n d d e ta ils (w ith re s p e c t to w h ic h A rc h ite c t h e re b y g ra n ts O w n e r a n o n e x c lu s iv e , ro y a lty -fre e lic e n s e to u s e s o le ly fo r th e p u rp o s e s o f c o n s tru c tin g th e P ro je c t).

T h e A rc h ite c t h e re b y a s s ig n s to th e O w n e r a ll p ro p rie ta ry rig h ts th a t th e A rc h ite c t m a y h a v e in a ll o f th e D o c u m e n ts , in c lu d in g b u t n o t lim ite d to a ll c o p y rig h t rig h ts . T h e A rc h ite c t s h a ll re q u ire th e fo re g o in g p ro v is io n s o f th is S e c tio n 7 .1 to b e in s e r te d in e a c h c o n tr a c t th a t it e n te r s in to w ith a n y c o n s u lta n ts in th e p e r f o r m a n c e o f th e A r c h ite c t’ s s e rv ic e s in c o n n e c tio n w ith th e P ro je c t in o rd e r to p ro p e rly a s s ig n a ll p ro p rie ta ry rig h ts in D o c u m e n ts p re p a re d b y s u c h c o n s u lta n ts to th e O w n e r. § 7.2 T h e O w n e r a c k n o w l e d g e s t h a t t h e D o c u m e n t s a r e n o t p r o d u c t s , a n d a r e n o t i n t e n d e d o r r e p r e s e n t e d t o b e s u ita b le fo r a d d itio n s , e x te n s io n s , m o d ific a tio n s , a lte ra tio n s , o r c o m p le tio n b y a n o th e r a rc h ite c t, o r fo r u s e o n a n y o th e r p ro je c t, a n d a n y s u c h re u s e w ith o u t w ritte n v e rific a tio n o r a d a p ta tio n b y th e A rc h ite c t fo r th e s p e c ific p u rp o s e in te n d e d s h a ll b e a t th e u s e r’s ris k a n d w ith o u t lia b ility o r le g a l e x p o s u re to th e A rc h ite c t o r th e A rc h ite c t’s c o n s u lta n ts ; p ro v id e d , h o w e v e r, th a t n o tw ith s ta n d in g th e fo re g o in g , th e O w n e r s h a ll h a v e th e rig h t to u s e th e D o c u m e n ts to c o m p le te th e P ro je c t, e ith e r in th e th e n c u rre n t c o n d itio n o f th e D o c u m e n ts , if th e y h a v e b e e n c o m p le te d , o r w ith s u c h a lte ra tio n s , m o d ific a tio n s a n d a d d itio n s a s th e O w n e r m a y d e s ire . T h e O w n e r a g re e s to w a iv e a ll c la im s a g a in s t th e A rc h ite c t a n d th e A rc h ite c t’s c o n s u lta n ts , a n d , e x c e p t in c a s e o f th e te rm in a tio n o f th is A g r e e m e n t b y th e O w n e r p u r s u a n t to S e c tio n 9 .4 , to in d e m n if y a n d h o ld th e A r c h ite c t a n d th e A r c h ite c t’ s c o n s u lta n ts h a rm le s s fro m a n y lia b ility , c la im , in ju ry , o r lo s s in c lu d in g e c o n o m ic d a m a g e s a n d re a s o n a b le le g a l fe e s , a ris in g fro m th e u s e o f th e D o c u m e n ts a fte r h a v in g m a d e a n y m a te ria l a lte ra tio n s , m o d ific a tio n s o r a d d itio n s th e re to , b u t o n ly to th e e x te n t th a t s u c h lia b ility , c la im , in ju ry o r lo s s is c a u s e d b y s u c h m a te ria l a lte ra tio n , m o d ific a tio n o r a d d itio n . § 7.3 P r o m p t l y f o l l o w i n g t h e c o m p l e t i o n o f t h e P r o j e c t o r t h e p r i o r t e r m i n a t i o n o f t h i s A g r a ll o u ts ta n d in g fe e s u n d e r th is A g re e m e n t w h ic h a re n o t th e s u b je c t o f a g o o d fa ith d is p u te d e liv e r to th e O w n e r th e la te s t v e rs io n o f th e D o c u m e n ts (in h a rd c o p y a n d e le c tro n ic fo rm d e s ig n s o u rc e file s a n d m o d e ls . T h e A rc h ite c t s h a ll n o t d e liv e r o r p e rm it to b e d e liv e re d a n w h ic h a re in its p o s s e s s io n o r c o n tro l to a n y o n e o th e r th a n a p a rty a u th o riz e d b y O w n e r in D o c u m e n ts o r c o p ie s th e re o f. S u b m is s io n o r d is trib u tio n o f a n y o f th e D o c u m e n ts to m e e t re q u ire m e n ts o r fo r s im ila r p u rp o s e s in c o n n e c tio n w ith th e P ro je c t is n o t to b e c o n s tru e d a d e ro g a tio n o f th e rig h ts o f O w n e r o r A rc h ite c t. § 7.4 N c o p ie s D o c u m re c e iv e

o tw ith s o f th e D e n ts w h su c h D

ta n d in g th o c u m e n ts ic h a re in o c u m e n ts

e O fo its o r

w n r its p o s c o p

e e m e n t a n d p a y m e n t o f , th e A rc h ite c t s h a ll a ts ), in c lu d in g P D F a n d y o f th e D o c u m e n ts w ritin g to re c e iv e s u c h o ffic ia l re g u la to ry s p u b lic a tio n in

e r’s e x c lu s iv e a n d a b s o lu te o w n e rs h ip o f th e D o c u m e n ts , th e A rc h ite c t m a y re ta in re c o rd s . T h e A rc h ite c t s h a ll n o t d e liv e r o r p e rm it to b e d e liv e re d a n y o f th e s e s s io n o r c o n tro l to a n y o n e o th e r th a n a p a rty a u th o riz e d b y O w n e r in w ritin g to ie s th e re o f.

§ 7.5 T h e A r c h i t e c t a g r e e s t o r e t a i n f o r n o t l e s s t h a n 6 y e a r s a f t e r S u b s t a n t i a l C o m p l e t i o n n o t e s , r e p o r t s , w r i t t e n s u b m itta ls , re q u e s ts fo r in fo rm a tio n , c o rre s p o n d e n c e a n d o th e r re c o rd s o f th e P ro je c t c re a te d a n d /o r m a in ta in e d b y th e A rc h ite c t in th e o rd in a ry c o u rs e o f its p e rfo rm a n c e o f th e S e rv ic e s . § 7.6 T h e p r o v i s i o n s o f t h i s A r t i c l e 7 s h a l l s u r v i v e t h e t e r m i n a t i o n o f t h i s A g r e e m e n t .

ARTICLE 8 CLAIMS AND DISPUTES § 8.1 General § 8.1.1 T h e O w n e r a n d A r c h i t e c t s h a l l c o m m e n c e a l l c l a i m s a n d c a u s e s o f a c t i o n a g a i n s t t h e o t h e r a n d a r i s i n g o u t o f o r re la te d to th is A g re e m e n t, w h e th e r in c o n tra c t, to rt, o r o th e rw is e , (h e re in re fe rre d to a s a “ C la im ” o r “ C la im s ” ) in AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

22

a c c o rd a n c e w ith th e re q u ire m e n ts o f th e b in d in g d is p u te re s o lu tio n m e th o d s e le c te d in th is A g re e m e n t a n d w ith in th e p e rio d s p e c ifie d b y a p p lic a b le la w . § 8.1.2 T h e A r c h i t e c t a g r e e s t h a t a n y C l a i m m a y i n c l u d e , a t t h e O w n e r ’ s o p t i o n , b y c o n s o l i d a t i o n , j o i n d e r o r i n a n y o th e r m a n n e r, a d d itio n a l p e rs o n s o r e n titie s n o t a p a rty to th is A g re e m e n t, in c lu d in g a n y p a rty a g a in s t w h o m th e O w n e r m a y h a v e a c la im th a t in v o lv e s a c o m m o n q u e s tio n o f la w o r fa c t. § 8.1.3 T h e A r c h i t e c t s h a l l b e d e e m e d t o h a v e i r r e v o c a b l y a n d c o n c l u s i v e l y w a i v e d a n y C l a i m a g a i n s t t h e O w n e r u n le s s th e A rc h ite c t g iv e s w ritte n n o tic e o f s u c h C la im to th e O w n e r w ith in 3 0 c a le n d a r d a y s a fte r th e d a te th a t th e A rc h ite c t h a s k n o w le d g e o r s h o u ld h a v e h a d k n o w le d g e o f th e fa c ts g iv in g ris e to s u c h C la im . § 8.1.4 T h e A r c h i t e c t s h a l l p r o c e e d w i t h i t s s e r v i c e s u n d e r t h i s A g r e e m e n t a s d i r e c t e d b y t h e O w n e r n o t w i t h s t a n d i n g a n y C la im o r o th e r d is p u te o r m a tte r in q u e s tio n w ith th e O w n e r o r a n y o th e r p a rty . § 8.2 Mediation § 8.2.1 A n y C l a i m re la te s to o r is th e w ith a p p lic a b le la o r b y b in d in g d is p

s h a ll b e s u b s u b je c t o f a w to c o m p ly u te re s o lu tio

je c t to m e d ia tio n a s a c o n d itio n p re c e d e n t to b in d in g d is p u te re s o lu tio n . If s u c h m a tte r lie n a ris in g o u t o f th e A rc h ite c t’s s e rv ic e s , th e A rc h ite c t m a y p ro c e e d in a c c o rd a n c e w ith th e lie n n o tic e o r filin g d e a d lin e s p rio r to re s o lu tio n o f th e m a tte r b y m e d ia tio n n .

§ 8.2.2 T h e O w n e r a n d A r c h i t e c t s h a l l e n d e a v o r t o r e s o l v e C l a i m s b e t w e e n t h e m b y m e d i a t i o n , w h i c h , u n l e s s t h p a rtie s m u tu a lly a g re e o th e rw is e , s h a ll b e a d m in is te re d b y th e A m e ric a n A rb itra tio n A s s o c ia tio n in a c c o rd a n c e its C o n s tru c tio n In d u s try M e d ia tio n P ro c e d u re s in e ffe c t o n th e d a te o f th is A g re e m e n t. A re q u e s t fo r m e d ia tio n s h a ll b e m a d e in w ritin g , d e liv e re d to th e o th e r p a rty to th is A g re e m e n t, a n d file d w ith th e p e rs o n o r e n tity a d m in is te rin g th e m e d ia tio n . T h e re q u e s t m a y b e m a d e c o n c u rre n tly w ith th e filin g o f a c o m p la in t o r o th e r a p p ro p ria te d e m a n d fo r b in d in g d is p u te re s o lu tio n b u t, in s u c h e v e n t, m e d ia tio n s h a ll p ro c e e d in a d v a n c e o f b in d is p u te re s o lu tio n p ro c e e d in g s , w h ic h s h a ll b e s ta y e d p e n d in g m e d ia tio n fo r a p e rio d o f 6 0 d a y s fro m th e d a te o filin g , u n le s s s ta y e d fo r a lo n g e r p e rio d b y a g re e m e n t o f th e p a rtie s o r c o u rt o rd e r.

e w ith

d in g f

§ 8.2.3 T h e p a r t i e s s h a l l s h a r e t h e m e d i a t o r ’ s f e e a n d a n y f i l i n g f e e s e q u a l l y . T h e m e d i a t i o n s h a l l b e h e l d i n t h e p l a c e w h e re th e P ro je c t is lo c a te d , u n le s s a n o th e r lo c a tio n is m u tu a lly a g re e d u p o n . A g re e m e n ts re a c h e d in m e d ia tio n s h a ll b e e n fo rc e a b le a s s e ttle m e n t a g re e m e n ts in a n y c o u rt h a v in g ju ris d ic tio n th e re o f. § 8.2.4 I f t h e p a r t i e s d o n o t r e s o l v e a d i s p u t e t h r o u g h m e d i a t i o n p u r s u a n t t o t h i s S e c t i o n 8 . 2 , t h e m e t h o d o f b i n d i n g d is p u te re s o lu tio n s h a ll b e litig a tio n in a c o u rt o f c o m p e te n t ju ris d ic tio n § 8.3 T h e p r o v i s i o n s o f t h i s A r t i c l e 8 s h a l l s u r v i v e t h e t e r m i n a t i o n o f t h i s A g r e e m e n t .

ARTICLE § 9.1 T h e u p o n im m p e rfo rm a n

9 TERMINATION OR SUSPENSION O w n e r m a y s u s p e n d th e w h o le o r a n y p a rt o f th e A rc h ite c t’s o b lig a tio n s u n d e r th is A g re e m e n t a t a n y tim e e d ia te n o tic e . F o llo w in g a n y s u c h s u s p e n s io n , th e O w n e r m a y re q u ire th e A rc h ite c t to re s u m e c e o f th e A rc h ite c t’s o b lig a tio n s u n d e r th is A g re e m e n t u p o n 5 b u s in e s s d a y s ’ w ritte n n o tic e .

If th e th is A n o n p e c a u se If th e d a y s’ e v e n t

O w n e r fa ils to m a k e p a y m e n ts to th e A rc h ite c t in a c c o rd a n c e w ith g re e m e n t, s u c h fa ilu re s h a ll b e c o n s id e re d s u b s ta n tia l rfo rm a n c e a n d c a u s e fo r te rm in a tio n o r, a t th e A rc h ite c t’s o p tio n , fo r s u s p e n s io n o f p e rfo rm a n c e o f s e rv ic e s u n d e r th is A g re e m e n t.

A rc h ite c t e le c ts to s u s p e n d s e rv ic e s , th e A rc h ite c t s h a ll g iv e s e v e n w ritte n n o tic e to th e O w n e r b e fo re s u s p e n d in g s e rv ic e s . In th e o f a s u s p e n s io n o f s e rv ic e s , th e A rc h ite c t s h a ll h a v e n o lia b ility to

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

23

th e O w n e r fo r d e la y o r d a m a g e c a s u s p e n s io n o f s e rv ic e s . B e fo re re s th e A rc h ite c t a ll s u m s d u e p rio r to in th e in te rru p tio n a n d re s u m p tio n A rc h ite c t’s fe e s fo r th e re m a in in g b e e q u ita b ly a d ju s te d . § 9.2 I f n o tic e o in c u rre d p a y m e n

th e f su in t fo

O w c h th e r a n

n e r su sp in te y su

su e n rru c h

sp e n s io n p tio e x p

d s th e . W h e n a n d e n se s

u s e d th e O w n e r b e c u m in g s e rv ic e s , th e s u s p e n s io n a n d a n y o f th e A rc h ite c t’s s s e rv ic e s a n d th e tim

P ro je c t, th e A rc h ite c t s h a ll b e c o m p e n s a te d n th e P ro je c t is re s u m e d , th e A rc h ite c t s h a ll re s u m p tio n o f th e A rc h ite c t’s s e rv ic e s , p ro v u n til it h a s re c e iv e d a n in v o ic e d e s c rib in g th

fo r b e c id e d e e x

s e rv ic e o m p e n th a t th p e n se s

a u O e e r e

se o f su c h w n e r s h a ll p a y x p e n s e s in c u rre d v ic e s . T h e s c h e d u le s s h a ll

s p ro s a te d e O w in re

p e rly p e rfo fo r a c tu a l n e r s h a ll n a s o n a b le d

rm e d p rio r to e x p e n se s o t m a k e e ta il.

§ 9.3 I f t h e O w n e r s u s p e n d s t h e P r o j e c t f o r m o r e t h a n 9 0 c o n s e c u t i v e c a l e n d a r d a y s f o r r e a s o n s o t h e r t h a n t h e f a u l t o f th e A rc h ite c t, th e A rc h ite c t m a y te rm in a te th is A g re e m e n t if th e O w n e r h a s n o t re s u m e d th e P ro je c t w ith in 7 b u s in e s s d a y s o f re c e ip t o f A rc h ite c t’s n o tic e o f in te n t to te rm in a te . § 9.4 T h i s A g r e e m e n t m a y b e t e r m i n a t e d b y e i t h e r p a r t y u p o n n o t th e o th e r p a rty fa il s u b s ta n tia lly to p e rfo rm in a c c o rd a n c e w ith th e p a rty in itia tin g th e te rm in a tio n , p ro v id e d th a t th e A rc h ite c t m a y te d e s c rib e s w ith re a s o n a b le s p e c ific ity s u c h fa ilu re b y th e O w n e r a n 1 0 b u s in e s s d a y s fo llo w in g th e 7 b u s in e s s d a y n o tic e p e rio d . In th th e fa u lt o f th e A rc h ite c t, th e A rc h ite c t s h a ll b e e n title d to re c e iv e S e rv ic e s p e rfo rm e d p rio r to th e tim e th a t th e n o tic e o f te rm in a tio n p rio r to th e tim e th a t th e n o tic e o f te rm in a tio n is g iv e n , b u t o n ly to in c u rre d in th e p e rfo rm a n c e o f w o rk s a tis fa c to ry to a n d u s a b le b y th e a m o u n t o f a n y C la im s th e O w n e r h a s a g a in s t th e A rc h ite c t a g a p a y a b le u n d e r th is S e c tio n 9 .4 .

le s s th a n 7 b u s in e s s d a y s ’ w ritte n n o tic e s h o u ld te rm s o f th is A g re e m e n t th ro u g h n o fa u lt o f th e rm in a te th is A g re e m e n t o n ly if s u c h n o tic e d th e O w n e r fa ils to c u re s u c h fa ilu re w ith in th e e e v e n t th a t th e A g re e m e n t is te rm in a te d d u e to c o m p e n s a tio n fo r B a s ic S e rv ic e s a n d A d d itio n a l is g iv e n a n d fo r R e im b u rs a b le E x p e n s e s in c u rre d th e e x te n t th a t s u c h s e rv ic e s a n d e x p e n s e s w e re th e O w n e r a n d s u b je c t to O w n e r’s rig h t to s e t o ff in s t s u c h c o m p e n s a tio n a n d e x p e n s e s o th e rw is e

§ 9.5 T h e O w n e r m a y t e r m i n a t e t h i s A g r e e m e n t u p o n n o t l e s s t h a n 7 c a l e n d a r d a y s ’ w r i t t e n n o t i c e t o t h e A r c h i t e c t fo r th e O w n e r’s c o n v e n ie n c e a n d w ith o u t c a u s e . § 9.6 I f t h e O w th is A g re e m e n th e tim e th a t th o f te rm in a tio n § 9.7 I n t h a rc h ite c t o A rtic le 7 , c o m p le tio P ro je c t b y re q u e s te d

n e r te rm t p u rsu a e n o tic e is g iv e n

in a te s th is A g r e e m e n t f o r its c o n v e n ie n c e p u r s u a n t to S e c tio n 9 .5 , o r th e A r c h ite c t te r m in a te s n t to S e c tio n 9 .3 , th e O w n e r s h a ll c o m p e n s a te th e A r c h ite c t f o r s e r v ic e s p e r f o r m e d p r io r to o f te rm in a tio n is g iv e n a n d R e im b u rs a b le E x p e n s e s in c u rre d p rio r to th e tim e th a t th e n o tic e .

e e v e n t o f a n y f O w n e r’s c h o A rc h ite c t fu rth n o f th e P ro je c O w n e r a n d su b y O w n e r a fte

te rm in a tio n u n d e r th is A rtic le ic e to a s s is t th e O w n e r in a n y e r a g re e s to c o o p e ra te a n d p ro t a n d c o n s e n ts to a n d a u th o riz c h o th e r a rc h ite c t a s O w n e r m r te rm in a tio n s h a ll b e fa irly c o

9 , th e A rc h ite c t c o n s e n ts to O w n e r’s s e le c tio n o f a n o th e w a y in c o m p le tin g th e P ro je c t. S u b je c t to th e p ro v is io n s v id e in fo rm a tio n re q u e s te d b y O w n e r in c o n n e c tio n w ith e s th e m a k in g o f a n y re a s o n a b le c h a n g e s to th e d e s ig n o f a y d e s ire . A n y s e rv ic e s p ro v id e d b y A rc h ite c t w h ic h a re m p e n s a te d b y O w n e r.

r o f th e th e

ARTICLE 10 MISCELLANEOUS PROVISIONS § 10.1 T h i s A g r e e m e n t s h a l l b e g o v e r n e d b y t h e l a w o f t h e p l a c e w h e r e t h e P r o j e c t i s l o c a t e d , e x c l u d i n g t h a t ju ris d ic tio n ’s c h o ic e o f la w ru le s . § 10.2 T e r m s i n t h i s A g r e e m e n t s h a l l h a v e t h e s a m e m e a n i n g a s t h o s e i n t h e m o d i f i e d A I A D o c u m e n t A 2 0 1 – 2 0 1 7 , G e n e ra l C o n d itio n s o f th e C o n tra c t fo r C o n s tru c tio n a tta c h e d h e re to a s E x h ib it F .

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

24

§ 10.3 T h e O w n e r a n d A r c h i t e c t , r e s p e c t i v e l y , b i n d t h e m s e l v e s , t h e i r a g e n t s , s u c c e s s o r s , a s s i g n s , a n d l e g a l re p re s e n ta tiv e s to th is A g re e m e n t. T h e A rc h ite c t s h a ll n o t a s s ig n th is A g re e m e n t w ith o u t th e w ritte n c o n s e n t o f O w n e r. T h e O w n e r s h a ll n o t a s s ig n th is A g re e m e n t w ith o u t th e w ritte n c o n s e n t o f th e A rc h ite c t, w h ic h th e A rc h ite c t s h a ll n o t u n re a s o n a b ly w ith h o ld o r d e la y , e x c e p t th a t n o s u c h c o n s e n t s h a ll b e re q u ire d fo r a n y a s s ig n m b y th e O w n e r to a n y e n tity c o n tro lle d b y , u n d e r c o m m o n c o n tro l w ith o r c o n tro llin g O w n e r, to a n y le n d e r p ro v id fin a n c in g fo r th e P ro je c t o r to a n y s u c c e s s o r to O w n e r’s in te re s t in th e P ro je c t s ite . In s u c h e v e n t, th e a s s ig n e e s h a s s u m e th e O w n e r’s rig h ts u n d e r th is A g re e m e n t a n d th e o b lig a tio n s o f th e O w n e r fro m a n d a fte r th e d a te th a t s u a s s ig n e e a s s u m e s th e O w n e r’s o b lig a tio n s u n d e r th is A g re e m e n t. T h e A rc h ite c t s h a ll e x e c u te a ll c o n s e n ts re a s o n re q u ire d to fa c ilita te a n y s u c h a s s ig n m e n t. T h e A rc h ite c t s h a ll n o t s u b c o n tra c t to a n y o th e r p e rs o n , o r a llo w a n y o th e r p e rs o n to p e rfo rm , a n y o f th e s e rv ic e s u n d e r th is A g re e m e n t w ith o u t o b ta in in g th e O w n e r’s p rio r w ritte n c o n s e n t. T h e A rc h ite c t s h a ll re m a in fu lly re s p o n s ib le to th e O w n e r fo r th e p e rfo rm a n c e o f a n y o f th e s e rv ic e s s o s u b c o n tra c te d a s if n o s u b c o n tra c tin g h a d o c c u rre d . § 10.4 I f t h e O w s u b m itte d to th e A rc h ite c t s h a ll n b e y o n d th e s c o p

n e r A rc o t b e o f

re q u e s ts th h ite c t fo r r e re q u ire d th is A g re e

th e e n t in g a ll c h a b ly

e A rc h ite c t to e x e c u te c e rtific a te s , th e p ro p o s e d la n g u a g e o f s u c h c e rtific a te s s h a ll b e e v ie w a t le a s t 1 4 c a le n d a r d a y s p rio r to th e re q u e s te d d a te s o f e x e c u tio n . T h e to e x e c u te c e rtific a te s th a t w o u ld re q u ire k n o w le d g e , s e rv ic e s , o r re s p o n s ib ilitie s m e n t.

§ 10.5 N o t h i n g c o n t a i n e d i n t h i s A g r e e m e n t s h a l l c r e a t e a c o n t r a c t u a l r e l a t i o n s h i p w i t h , o r a c a u s e o f a c t i o n i n f a v o r o f, a th ird p a rty a g a in s t e ith e r th e O w n e r o r A rc h ite c t. § 10.6 U n p re se n c e , fo rm a t th lo c a tio n o

le s s o th e rw is e re q u ire d in h a n d lin g , re m o v a l o r d is p e P ro je c t s ite , p ro v id e d , h f a n y h a z a rd o u s m a te ria ls

th is A o sa l o o w e v e o r to x

g re e m e n t, th e A rc h ite c f, o r e x p o su re o f p e rso n r, th e A rc h ite c t s h a ll p r ic s u b s ta n c e s o f w h ic h

t s h a ll h a v e n o s to , h a z a rd o u o m p tly re p o rt it b e c o m e s a w

re s p o n s ib ility fo r th e d is c o v e ry , s m a te ria ls o r to x ic s u b s ta n c e s in a n y to th e O w n e r th e p re s e n c e a n d a re .

§ 10.7 T h e O w n e r c o n s i d e r s a l l i n f o r m a t i o n c o n c e r n i n g t h e P r o j e c t t o b e c o n f i d e n t i a l a n d p r o p r i e t a r y u n l e s s o th e rw is e e x p re s s ly in d ic a te d to A rc h ite c t. E x c e p t to th e e x te n t th a t a n y in fo rm a tio n c o n c e rn in g th e P ro je c t is s p e c ific a lly d e s ig n a te d a s n o n -c o n fid e n tia l b y O w n e r, th e A rc h ite c t s h a ll m a in ta in th e c o n fid e n tia lity o f a ll s u c h in fo rm a tio n , a n d s h a ll n o t d is c lo s e it to a n y o th e r p e rs o n e x c e p t to (1 ) its e m p lo y e e s , (2 ) th o s e w h o n e e d to k n o w th e c o n te n t o f s u c h in fo rm a tio n in o rd e r to p e rfo rm s e rv ic e s o r c o n s tru c tio n s o le ly a n d e x c lu s iv e ly fo r th e P ro je c t, o r (3 ) its c o n s u lta n ts a n d c o n tra c to rs w h o s e c o n tra c ts in c lu d e s im ila r re s tric tio n s o n th e u s e o f c o n fid e n tia l in fo rm a tio n .

T h e A rc h ite c t s h a ll re q u ire its c o n s u lta n ts b y w ritte n a g re e m e n t to a g re e to m a in ta in th e c o n fid e n tia lity o f s u c h in f o r m a tio n . T h is S e c tio n 1 0 .7 s h a ll s u r v iv e th e te r m in a tio n o f th is A g r e e m e n t. § 10.8 T h e i n v a l i d i t y o f a n y p r o v i s i o n o p ro v is io n s . If it is d e te rm in e d th a t a n y p u n e n fo rc e a b le , th e n th a t p ro v is io n s h a ll e n fo rc e a b le . In s u c h c a s e th e A g re e m e n th e p a rtie s ’ in te n tio n s a n d p u rp o s e s in e

f th ro v b e t sh x e c

e A g re e m e n t is io n o f th e A re v is e d to th e a ll b e c o n s tru u tin g th e A g r

s h a ll n o t in v a lid a te th e A g re e m e n t v io la te s a n y la e x te n t n e c e s s a ry to m a k e d , to th e fu lle s t e x te n t p e e m e n t.

g re e m e n w , o r is o e th a t p ro e rm itte d

t o r its re m a in in g th e rw is e in v a lid o r v is io n le g a l a n d b y la w , to g iv e e ffe c t to

§ 10.9 A n y n o t i c e t o b e g i v e n p u r s u a n t t o t h i s A g r e e m e n t s h a l l b e i n w r i t i n g t o t h e a d d r e s s e s s e t f o r t h a b o v e a n d w i l l b e s u ffic ie n tly s e rv e d if th e s a m e is (i) s e n t b y c e rtifie d m a il, p o s ta g e p re p a id , re tu rn re c e ip t re q u e s te d , in w h ic h c a s e th e s a m e s h a ll b e d e e m e d g iv e n u p o n d e p o s it in th e U n ite d S ta te s m a il a n d s h a ll b e d e e m e d re c e iv e d u p o n re c e ip t o r u p o n th e firs t b u s in e s s d a y o n w h ic h d e liv e ry is a tte m p te d (w h e th e r o r n o t th e s a m e is re c e iv e d ), w h ic h e v e r firs t o c c u rs , o r (ii) s e n t b y a n a tio n a lly re c o g n iz e d o v e rn ig h t c o u rie r, in w h ic h c a s e th e s a m e s h a ll b e d e e m e d g iv e n u p o n d e p o s it w ith s u c h c o u rie r a n d s h a ll b e d e e m e d re c e iv e d u p o n re c e ip t o r u p o n th e firs t b u s in e s s d a y o n w h ic h d e liv e ry is a tte m p te d (w h e th e r o r n o t th e s a m e is re c e iv e d ), w h ic h e v e r firs t o c c u rs , o r (iii) d e liv e re d b y h a n d , in w h ic h c a s e th e s a m e s h a ll b e d e e m e d g iv e n a n d re c e iv e d u p o n re c e ip t o r u p o n th e firs t b u s in e s s d a y o n w h ic h d e liv e ry is a tte m p te d (w h e th e r o r n o t th e s a m e is re c e iv e d ), if d e liv e re d d u rin g n o rm a l b u s in e s s h o u rs o n a d a te o n w h ic h th e re c ip ie n t is o p e n fo r b u s in e s s . A d d re s s e s fo r n o tic e s m a y b e c h a n g e d b y n o tic e to th e o th e r p a rty g iv e n in th e m a n n e r p ro v id e d h e re in , o r (iv ) s e n t b y e le c tro n ic m a il, in w h ic h c a s e th e s a m e s h a ll b e d e e m e d g iv e n a n d re c e iv e d u p o n tra n s m is s io n p ro v id e d a c o p y o f s u c h n o tic e s e n t b y e le c tro n ic m a il s h a ll a ls o b e s e n t s im u lta n e o u s ly b y n a tio n a lly re c o g n iz e d o v e rn ig h t c o u rie r m a rk e d fo r d e liv e ry o n th e n e x t b u s in e s s d a y .

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

25

§ 10.10 T h e A r c h i t e c t h e r e b y r e p r e s e n t s a n d w a r r a n t s t o t h e O w n e r t h a t e x is tin g a n d in g o o d s ta n d in g u n d e r th e la w s o f th e ju ris d ic tio n w h e re it q u a lifie d to c o n d u c t b u s in e s s in th e ju ris d ic tio n w h e re th e P ro je c t s ite is s o lv e n t a n d p o s s e s s e s s u ffic ie n t e x p e rie n c e , lic e n s e , a u th o rity , p e rs o n n e s e rv ic e s re q u ire d h e re u n d e r; a n d (4 ) th e e x e c u tio n o f th is A g re e m e n t b y a ll n e c e s s a ry a c tio n b y th e A rc h ite c t’s g o v e rn in g b o a rd o f d ire c to rs , s h a o th e r re q u is ite g o v e rn in g p e rs o n s o r b o d ie s , a s a p p lic a b le .

(1 ) th e A rc h ite c t is d u ly o rg a n iz e d , le g a lly w a s o rg a n iz e d ; (2 ) th e A rc h ite c t is d u ly lo c a te d ; (3 ) th e A rc h ite c t is fin a n c ia lly l a n d w o rk in g c a p ita l to c o m p le te th e th e A rc h ite c t h a s b e e n d u ly a u th o riz e d b y re h o ld e rs , m a n a g e rs , p a rtn e rs , m e m b e rs o r

§ 10.11 T h e A r c h i t e c t c o v e n a n t s , w a r r a n t s a n d r e p r e s e n t s t h a t i t i s n o t n o w i n v i o l a t i o n o f , a n d a t a l l t i m e s w i l l c o m p ly w ith , a ll re q u ire m e n ts o f la w , n o w o r h e re a fte r in e ffe c t, re la tin g to m o n e y la u n d e rin g , a n ti-te rro ris m , tra d e e m b a rg o e s a n d e c o n o m ic s a n c tio n s , in c lu d in g , w ith o u t lim ita tio n , E x e c u tiv e O rd e r 1 3 2 2 4 (“ B lo c k in g P ro p e rty T r a n s a c tio n s w ith P e r s o n s w h o C o m m it, T h r e a te n to C o m m it, o r S u p p o r t T e r r o r is m ,” 6 6 F e d . R e g . 4 9 0 7 9 (S e p te m b e r 2 3 , 2 0 0 1 )) (c o lle c tiv e ly , “ A n ti-T e rro ris m /A n ti-M o n e y L a u n d e rin g L a w s ” ). W ith o u t lim itin g th e fo re g o in g , A rc h ite c t fu rth e r c o v e n a n ts , w a rra n ts a n d re p re s e n ts th a t (i) it is n o t n o w , a n d w ill n o t b e c o m e a t a n y tim e : (a ) a B lo c k e d P e rs o n , a s s u c h te rm is u s e d in E x e c u tiv e O rd e r 1 3 2 2 4 ; o r (b ) o w n e d , in w h o le o r in p a rt, d ire c tly o r in d ire c tly , o r c o n tro lle d , d ire c tly o r in d ire c tly , b y a n y B lo c k e d P e rs o n ; a n d (ii) it d o e s n o t, a n d w ill n o t a t a n y tim e : (a ) c o n d u c t a n y b u s in e s s o r e n g a g e in a n y tra n s a c tio n o r d e a lin g w ith a B lo c k e d P e rs o n ; o r (b ) d e a l in , o r o th e rw is e e n g a g e in a n y tra n s a c tio n o r d e a lin g re la tin g to a n y p ro p e rty , o r in te re s ts in p ro p e rty , b lo c k e d p u rs u a n t to E x e c u tiv e O rd e r 1 3 2 2 4 . A rc h ite c t h e re b y a g re e s to in d e m n ify , d e fe n d (w ith c o u n s e l a c c e p ta b le to O w n e r, in O w n e r’s s o le d is c re tio n ) a n d h o ld O w n e r h a rm le s s , fro m a n d a g a in s t a n y lo s s , c o s t o r d a m a g e a ris in g fro m th e b re a c h b y A rc h ite c t o f a n y o f its c o v e n a n ts , w a rra n tie s o r re p re s e n ta tio n s u n d e r th is S e c tio n o r a n y v io la tio n o f A n tiT e rro ris m /A n ti-M o n e y L a u n d e rin g L a w s to w h ic h A rc h ite c t is s u b je c t. § 10.12 N o o f f i c i a l , o f f i c e r , d i r e c t o r , j o i n t v e n t u r e r , s t o c k h o l d e r , t r u s t e e , b e n e f i c i a r y , m e m b e r , p a r t n re p re s e n ta tiv e , c o n s u lta n t, v o lu n te e r p a rtic ip a n t, e m p lo y e e , a g e n t o r re p re s e n ta tiv e (w h e th e r d is c lo s u n d is c lo s e d ) o f th e O w n e r s h a ll b e p e rs o n a lly lia b le to th e A rc h ite c t u n d e r a n y te rm o r p ro v is io n o f fo r th e O w n e r’s p a y m e n t o b lig a tio n s o r o th e rw is e , o r b e c a u s e o f a n y b re a c h o f th is A g re e m e n t, th e a g re e in g to lo o k s o le ly to th e a s s e ts o f th e O w n e r fo r th e s a tis fa c tio n o f a n y lia b ility o f th e O w n e r h re s p e c t to th e P ro je c t, (1 ) in n o e v e n t s h a ll th e O w n e r b e lia b le to th e A rc h ite c t, e x c e p t fo r p a y m e n t re n d e re d p u rs u a n t to a n d in a c c o rd a n c e w ith th is A g re e m e n t; n o r (2 ) s h a ll th e O w n e r e v e r b e lia b le fo r in d ire c t, c o n s e q u e n tia l, s p e c ia l, p u n itiv e o r o th e r s im ila r d a m a g e s .

e r, p rin c ip a l, e d o r th is A g re e m e n t A rc h ite c t e re u n d e r. W ith fo r s e rv ic e s to th e A rc h ite c t

§ 10.13 T i m e i s o f t h e e s s e n c e w i t h r e s p e c t t o t h e p e r f o r m a n c e b y t h e A r c h i t e c t o f i t s o b l i g a t i o n s u n d e r t h i s A g re e m e n t. T im e lim its s p e c ifie d in th is A g re e m e n t a re s o le ly fo r th e p ro te c tio n a n d b e n e fit o f th e O w n e r a n d c re a te n o th ird -p a rty b e n e fic ia ry rig h ts in a n y o th e r p a rty . § 10.14 E x c e p t a s o t h e r w i s e p r o v i d e d h e r e i n , t h e f a i l u r e o f e i t h e r p a r t y t o e n f o r c e , o r t h e d e l a y b y e i t h e r p a r t y i n e n fo rc in g , th e p a rty ’s rig h ts u n d e r th is A g re e m e n t w ill n o t b e c o n s tru e d a s a w a iv e r o f s u c h rig h ts . A w a iv e r b y e ith e r p a rty o f a d e fa u lt in o n e o r m o re in s ta n c e s w ill n o t b e c o n s tru e d a s a w a iv e r in o th e r in s ta n c e s . § 10.15 T h i s A g r e e m e n t m a y b e e x e c u t e d i n o n e o r m o r e c o u n t e r p a r t s , e a c h o f w h i c h w i l l b e a n o r i g i n a l , b u t a l l o f w h ic h to g e th e r w ill c o n s titu te o n e A g re e m e n t b in d in g o n th e p a rtie s h e re to . § 10.16 T h e a r t i c l e a n d p a r a g r a p h h e a d i n g s c o n t a i n e d i n t h i s A g r e e m e n t a r e f o r c o n v e n i e n c e o f r e f e r e n c e o n l y , a n d s h a ll n o t a ffe c t th e m e a n in g o r in te rp re ta tio n o f th e p ro v is io n s o f th is A g re e m e n t.

ARTICLE 11 COMPENSATION § 11.1 F o r t h e A r c h i t e c t ’ s B a s i c S e r v i c e s d e s c r i b e d u n d e r A r t i c l e 3 , i n c l u d i n g t h e s e r v i c e s o f t h e A r c h i t e c t ’ s c o n s u lta n ts , th e O w n e r s h a ll c o m p e n s a te th e A rc h ite c t a s fo llo w s : [S tip u la te d F e e o f $ _ _ _ _ _ _ _ _ _ _ _

O R See Exhibit 11.1]

§ 11.2 F o r t h e A r c h i t e c t ’ s A d d i t i o n a l S e r v i c e s d e s i g n a t e d i n S e c t i o n 4 . 1 , t h e O w n e r s h a l l c o m p e n s a t e t h e A r c h i t e c t a s fo llo w s : (Insert amount of, or basis for, compensation. If necessary, list specific services to which particular methods of compensation apply.)

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

26

A t O w n e r’s e le c tio n , c o m p e n s a tio n fo r A rc h ite c t’s A d d itio n a l S e rv ic e s s h a ll b e b a s e d o n th e h o u rs e x p e n d e d tim e s t h e h o u r l y r a t e s s e t f o r t h i n Exhibit 11.2. § 11.3 F o r A d d i t i o n a l S e r v i c e s d e s c r i b e d i n S e c t i o n 4 . 3 t h a t m a y a r i s e d u r i n g t h e c o u r s e o f t h e P r o j e c t , t h e O w n e r s h a ll c o m p e n s a te th e A rc h ite c t a s fo llo w s : (Insert amount of, or basis for, compensation.)

H o u r l y b a s i s a t t h e r a t e s s e t f o r t h i n Exhibit 11.2 § 11.4 C o m p e n s a t i o n f o r A d d i t i o n a l S e r v i c e s o f t h e A r c h i t e c t ’ s c o n s u l t a n t s w h e n n o t i n c l u d e d i n S e c t i o n 1 1 . 2 o r 1 1 .3 , s h a ll b e th e a m o u n t in v o ic e d to a n d p a id b y th e A r c h ite c t.

(Insert amount of, or basis for computing, Architect’s consultants’ compensation for Additional Services.) «

» § 11.5 W h e n c o m p e n s a t i o n f o r B a s i c S e r v i c e s i s b a s e d o n a s t i p u l a t e d s u m e a c h p h a s e o f s e rv ic e s s h a ll b e a s fo llo w s : S c h e m D e s ig n C o n s tr P h a se P ro c u r C o n s tr

a tic D e s ig n P h a s e D e v e lo p m e n t P h a s e u c tio n D o c u m e n ts

«

» «

» «

»

e m e n t P h a se u c tio n P h a s e

«

» «

»

T o ta l B a s ic C o m p e n s a tio n

o n e h u n d re d

b a s is , th e p ro p o rtio n o f c o m p e n s a tio n fo r

p e rc e n t ( p e rc e n t ( p e rc e n t (

«

»

% )

«

»

% )

«

»

% )

p e rc e n t ( p e rc e n t (

«

»

p e rc e n t (

1 0 0

«

% ) »

% ) % )

§ 11.6 Intentionally omitted. § 11.6.1 T h e A r c h i t e c t s h a l l b e e n t i t l e d t o c o m p e n s a t i o n i n a c c o r d a n c e w i t h t h i s A g r e e m e n t f o r a l l s e r v i c e s p e rfo rm e d w h e th e r o r n o t th e C o n s tru c tio n P h a s e is c o m m e n c e d . § 11.7 T h e h o u r l y b i l l i n g r a t e s f o r s e r v i c e s o f t h e A r c h i t e c t a n d t h e A r c h i t e c t ’ s c o n s u l t a n t s a r e s e t f o r t h i n E x h i b i t 1 1 .2 . T h e r a te s s h a ll b e a d ju s te d in a c c o r d a n c e w ith th e A r c h ite c t’ s a n d A r c h ite c t’ s c o n s u lta n ts ’ n o r m a l r e v ie w p ra c tic e s . § 11.8 Compensation for Reimbursable Expenses § 11.8.1 R e i m b u r s a b l e E x p e n s e s a r e i n a d d i t i o n t o c o m p e n s a t i o n f o r B a s i c a n d A d d i t i o n a l S e r v i c e s a n d i n e x p e n s e s in c u rre d b y th e A rc h ite c t a n d th e A rc h ite c t’s c o n s u lta n ts d ire c tly re la te d to th e P ro je c t, a s fo llo w .1 T ra n s p o rta tio n a n d a u th o riz e d o u t-o f-to w n tra v e l a n d s u b s is te n c e ; .2 P ro je c t w e b s ite s , a n d e x tra n e ts ; .3 P e rm ittin g a n d o th e r fe e s re q u ire d b y a u th o ritie s h a v in g ju ris d ic tio n o v e r th e P ro je c t; .4 P rin tin g , re p ro d u c tio n s a n d p lo ts ; .5 P o s ta g e , h a n d lin g , a n d d e liv e ry ; .6 P ro fe s s io n a l p h o to g ra p h y if a u th o riz e d in a d v a n c e b y th e O w n e r a n d if p re p a re d b y th ird p .7 If re q u ire d b y th e O w n e r, a n d w ith th e O w n e r’s p rio r w ritte n a p p ro v a l, th e A rc h ite c t’s c o n e x p e n s e s o f p ro fe s s io n a l lia b ility in s u ra n c e d e d ic a te d e x c lu s iv e ly to th is P ro je c t; a n d .8 O th e r s im ila r P ro je c t-re la te d e x p e n d itu re s if a u th o riz e d in a d v a n c e b y O w n e r.

c lu d e s:

a rtie s ; s u lta n ts ’

§ 11.8.2 F o r R e i m b u r s a b l e E x p e n s e s t h e c o m p e n s a t i o n s h a l l b e t h e e x p e n s e s i n c u r r e d b y t h e A r c h i t e c t a t a c t u a l c o s t , w ith o u t a n y m a rk -u p .

p lu s 1 0 %

§ 11.8.3 R e i m b u r s a b l e E x p e n s e s a r e e s t i m a t e d t o b e _ _ _ %

o f th e to ta l fe e .

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

27

§ 11.9 Acknowledgements of Payment and Lien Waivers [IN S E R T T H E F O L L O W IN G IF T H E P R O J E C T IS L O C A T E D O U T S ID E O F M A S S A C H U S E T T S :] If a p p lic a b le la w in th e ju ris d ic tio n w h e re th e P ro je c t s ite is lo c a te d p e rm its a rc h ite c ts to file lie n s a g a in s t in te re s ts in re a l p ro p e rty a s s e c u rity fo r p a y m e n t, th e A rc h ite c t a g re e s to e x e c u te a n d d e liv e r to th e O w n e r, a n d to c a u s e a n y o f its c o n s u lta n ts to e x e c u te a n d d e liv e r to O w n e r, in e a c h c a s e u p o n re q u e s t o f th e O w n e r: (1 ) a c k n o w le d g m e n ts o f p a rtia l p a y m e n t a n d p a rtia l re le a s e s o f lie n , c o v e rin g a ll m o n ie s re c e iv e d b y th e A rc h ite c t a n d a n y o f its c o n s u lta n ts u n d e r th is A g re e m e n t fro m tim e to tim e , in fo rm a n d s u b s ta n c e re a s o n a b ly re q u ire d b y th e O w n e r; a n d (2 ) a c k n o w le d g e m e n t o f fin a l p a y m e n t a n d a c o m p le te re le a s e o f a ll lie n s a ris in g o u t o f th is A g re e m e n t, c o v e rin g a ll m o n ie s re c e iv e d b y th e A rc h ite c t a n d a n y o f its c o n s u lta n ts u n d e r th is A g re e m e n t th ro u g h a n d in c lu d in g s u c h fin a l p a y m e n t, in fo rm a n d s u b s ta n c e re a s o n a b ly re q u ire d b y th e O w n e r.

[IN S E R T T H E F O L L O W IN G IF T H E P R O J E C T IS L O C A T E D IN M A S S A C H U S E T T S :] [T h e A rc h ite c t a g re e s to e x e c u te a n d d e liv e r to th e O w n e r, a n d to c a u s e a n y o f its c o n s u lta n ts to e x e c u te a n d d e liv e r to O w n e r, in e a c h c a s e u p o n re q u e s t o f th e O w n e r: (1 ) a c k n o w le d g m e n ts o f p a rtia l p a y m e n t a n d p a rtia l re le a s e s o f lie n , c o v e rin g a ll m o n ie s re c e iv e d b y th e A rc h ite c t a n d a n y o f its c o n s u lta n ts u n d e r th is A g re e m e n t fro m tim e to tim e , in th e fo rm s a tta c h e d h e r e t o a s Exhibit B ( A r c h i t e c t ) a n d Exhibit C ( c o n s u l t a n t ) ; a n d ( 2 ) a c k n o w l e d g e m e n t o f f i n a l p a y m e n t a n d a c o m p le te re le a s e o f a ll lie n s a ris in g o u t o f th is A g re e m e n t, c o v e rin g a ll m o n ie s re c e iv e d b y th e A rc h ite c t a n d a n y o f its c o n s u lta n ts u n d e r th is A g re e m e n t th ro u g h a n d in c lu d in g s u c h fin a l p a y m e n t, in th e fo rm s a tta c h e d h e re to a s Exhibit D ( A r c h i t e c t ) a n d Exhibit E ( c o n s u l t a n t ) . ] § 11.10 Payments to the Architect § 11.10.1 Billing Status Report [ I F A P P a c c u ra te a m o u n ts p a id o r p a y a b le to o r e x te n t e x p re s s ly in c lu d e d in th e a m o u n A d d itio n a l S e rv ic e s b a s e d u p o n a n y s e to [D A T E ] w h e th e r o r n o t th e A rc h ite c e x p e n se s. § § p e d o

L IC A B L c la im e d ts s e t fo r rv ic e s p e t h a s su b

E ] T b y th th in rfo rm m itte

h e e A E x e d d a

p a rtie s h e re b rc h ite c t u n d h ib it 1 1 .1 0 .1 o r e x p e n se s b ill to th e O

y a g e r th , th e in c u w n e

re is A rr

e t h a t Exhibit 11.10.1 s e t s A g re e m e n t a s o f [D A T E ]. rc h ite c t h e re b y w a iv e s a n y e d b y th e A rc h ite c t o r its c o r o n a c c o u n t o f a n y su c h se rv

fo rth th E x c e p t c la im s n s u lta n ic e s o r

e to th e fo r ts p rio r

11.10.2 Progress Payments 11.10.2.1 U n l e s s o t h e r w i s e a g r e e d , p a y m e n t s f o r s e r v i c e s s h a l l b e m a d e m o n t h l y i n p r o p o r t i o n t o s e r v i c e s rfo rm e d . P a y m e n ts a re d u e a n d p a y a b le 6 0 c a le n d a r d a y s fro m th e O w n e r’s re c e ip t o f th e A rc h ite c t’s fu lly c u m e n te d in v o ic e , in c lu d in g a ll b a c k -u p .

§ 11.10.2.2 R e c o r d s o f R e i m b u r s a b l e E x p e n s e s , e x p e n s e s p e r t a i n i n g t o A d d i t i o n a l S e r v i c e s , a n d s e r v i c e s p e r f o r m e d o n th e b a s is o f h o u rly ra te s s h a ll b e a v a ila b le to th e O w n e r a t m u tu a lly c o n v e n ie n t tim e s . § 11.10.2.3 T h e O w ith o u t lim ita tio n A rc h ite c t’s o b lig a A g re e m e n t. T h e A a ll d a m a g e s in c u r th e te rm s a n d c o n A g re e m e n t a re in

w n e r’s re v ie w , a p p ro v a l, a c c e p ta n c e o f o r p a y m e n t fo r s e rv ic e s u n d e r th is A g re e m e n t, in c lu d O w n e r’s a p p ro v a l o f a n y s ta ff o r p la n s , s h a ll n o t o p e ra te to m a k e th e O w n e r lia b le fo r a n y o tio n s u n d e r th is A g re e m e n t o r a s a w a iv e r o f a n y rig h ts , w a rra n tie s o r in d e m n itie s u n d e r th is rc h ite c t s h a ll b e a n d s h a ll re m a in lia b le to th e O w n e r fo r a ll o f its o b lig a tio n s h e re u n d e r a n d re d b y th e O w n e r a s th e re s u lt o f th e A rc h ite c t’s n e g lig e n t fa ilu re to p e rfo rm in c o n fo rm a n c e d itio n s o f th is A g re e m e n t. T h e rig h ts a n d re m e d ie s o f th e O w n e r p ro v id e d fo r u n d e r th is a d d itio n to a n y o th e r rig h ts o r re m e d ie s p ro v id e d b y la w .

in g f fo r w ith

ARTICLE 12 SPECIAL TERMS AND CONDITIONS S p e c ia l te rm s a n d c o n d itio n s th a t m o d ify th is A g re e m e n t a re a s fo llo w s : (Include other terms and conditions applicable to this Agreement.) § 12.1 [ I F A P P L I C A B L E – P R O V I S I O N S R E L A T I N G T O C O N D O U N I T C O N V E Y A N C E / C O S T A L L O C A T IO N S ] § 12.2 T h e O w n e r r e s e r v e s t h e r i g h t t o s e c u r e t h e s e r v i c e s o f a n i n t e r n e t b a s e d p r o j e c t m a n a g e m e n t s y s t e m p r o v i d e r .

If O w n e r e le c ts to s e c u re s u c h s e rv ic e s , th e A rc h ite c t w ill u tiliz e s u c h s y s te m a n d re q u ire a ll o f th e A rc h ite c t’s c o n s u lta n ts to u tiliz e s u c h s y s te m d u rin g th e D e s ig n a n d C o n s tru c tio n P h a s e s a s m a y b e d ire c te d b y th e O w n e r.

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

28

ARTICLE § 13.1 T h su p e rse d e a m e n d e d

13 is A g s a ll o n ly

SCOPE re e m e n t p rio r n e g b y w ritte

OF THE AGREEMENT re p re s e n ts th e e n tire a n d in te g ra te d a g re e m e n t b e tw e e n th e O w n e r a n d th e A rc h ite c t a n d o tia tio n s , re p re s e n ta tio n s o r a g re e m e n ts , e ith e r w ritte n o r o ra l. T h is A g re e m e n t m a y b e n in s tru m e n t s ig n e d b y b o th th e O w n e r a n d A rc h ite c t.

§ 13.2 T h i s A g r e e m e n t i s c o m p r i s e d o f t h e f o l l o w i n g d o c u m e n t s i d e n t i f i e d b e l o w : .1 m o d ifie d A IA D o c u m e n t B 1 0 1 ™ – 2 0 1 7 , S ta n d a rd F o rm A g re e m e n t B e tw e e n O w n e r a n d A rc h ite c t .2 E x h ib its : Exhibit A In itia l In fo rm a tio n . N o tw ith s ta n d in g a n y th in g to th e c o n tra ry c o n ta in e d in th is A g r e e m e n t o r Exhibit A, i n t h e e v e n t o f a n y i n c o n s i s t e n c i e s , d i s c r e p a n c i e s o r c o n f l i c t s b e t w e e n a n y t e r m s o r p r o v i s i o n s o f Exhibit A a n d a n y t e r m s o r p r o v i s i o n s o f t h i s A g r e e m e n t , t h e t e r m s a n d p ro v is io n s o f th is A g re e m e n t s h a ll g o v e rn a n d c o n tro l. O w n e r a n d A rc h ite c t a g re e th a t a ll t e r m s , c o n d i t i o n s , a n d o t h e r c o n t e n t o f s a i d Exhibit A e x c e p t f o r t h e d e s c r i p t i o n o f t h e P r o j e c t s h a ll b e d is re g a rd e d a s n u ll a n d v o id , it b e in g th e in te n tio n o f th e p a rtie s th a t th e te rm s o f th is A g r e e m e n t ( e x c l u s i v e o f s a i d Exhibit A) , a l o n g w i t h s u c h d e s c r i p t i o n , s h a l l g o v e r n a n d c o n s t i t u t e th e ir e n tire a g re e m e n t.

[N O T E : IN C L U D E T H E F O L O W IN G E X H IB IT S B T H R O U G H E F O R P R O JE C T S L O C A T E D IN M A S S A C H U S E T T S O R A N O T H E R S T A T E W H E R E S P E C IF IC F O R M S A R E T O B E A T T A C H E D A S E X H I B I T S .O T H E R W I S E , M A R K E A C H A S “ I N T E N T I O N A L L Y O M I T T E D ” ( e . g . , “ Exhibit B I n t e n t i o n a l l y O m i t t e d ” , e t c . ) : Exhibit B D e s ig n P ro fe s s io n a l’s P a rtia l L ie n W a iv e r Exhibit C D e s ig n P ro fe s s io n a l C o n s u lta n t’s P a rtia l L ie n W a iv e r Exhibit D D e s ig n P ro fe s s io n a l’s A ffid a v it o f F in a l P a y m e n t a n d R e le a s e o f L ie n Exhibit E D e s ig n P ro fe s s io n a l C o n s u lta n t’s A ffid a v it o f F in a l P a y m e n t a n d R e le a s e o f L ie n ] Exhibit F A IA D o c u m e n t A 2 0 1 – 2 0 1 7 , G e n e ra l C o n d itio n s o f th e C o n tra c t fo r C o n s tru c tio n Exhibit 2.6 C o n s u lta n t In s u ra n c e L im its Exhibit 11.2 A rc h ite c t’s a n d C o n s u lta n ts ’ H o u rly R a te s Exhibit 11.10.1 B i l l i n g S t a t u s R e p o r t

T h is A g re e m e n t e n te re d in to a s o f th e d a y a n d y e a r firs t w ritte n a b o v e .

OWNER (Signature)

ARCHITECT (Signature)

«

«

» « » (Printed name and title)

» « » (Printed name, title, and license number, if required)

AIA Document B101™ – 2017. Copyright © 1974, 1978, 1987, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved.

WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 17:42:23 ET on 02/20/2019 under Order No.2787748546 which expires on 03/21/2019, and is not for resale.

User Notes: Error! Unknown document property name.

(1886729581)

Error! Unknown document property name.

29

Billing Rates ARCHITECTURAL SERVICES & COMPENSATION

Principal Architect Senior Architect/Designer/Planner Architect/Designer Intern Architect: Project Administrator

$225/hr $195/hr $180/hr $135/hr $120/hr.

REIMBURSABLE EXPENSES AND FINANCE CHARGES: The Owner shall pay Architect's reimbursable expenses (i.e. computer plotting, printing, postage, project fees, long distance toll charges, bridge toll fees, parking fees and standard mileage per IRS) all be billed at cost, plus 10% service charge. Invoices are due and payable upon receipt. Overdue invoices shall be subject to a finance charge of 1.5% per month commencing 30 days after the invoice date.

OWNERS' RESPONSIBILITY: (including but not limited to) • Contract and payment for all design, engineering and drafting work performed by the following Project Engineers and Consultants (including but not limited to): Geotechnical, Civil, Interiors, Lighting, Kitchen, Audio/Visual, Security Systems, Cost Estimating, General and Sub Contractors.

• Payment of all required Government Permits and Fees. If Hedgpeth Architects is asked to apply for permitting, all owner application fees are to be paid at the time of city submittals.

• Provide the Architect with all-necessary site information, studies and surveys.

• Provide prompt written notice to the Architect if the Owner becomes aware that any fault or defect in the project, including any errors, omissions or inconsistencies in the Architects Instruments of Service.

Hed g p et h Archit ect s 2321 Bet hards Driv e, Sant a Rosa, Calif ornia 95405 707.523.7010 ph 707.542.2328 f ax Page 1 of 1

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Avid Coffee • Montgomery Village

65

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

References David and Melissa Codding Integrated Community Development 425 Countryside Circle 20750 Ventura Blvd. Suite 155 Santa Rosa, CA95401 Woodland Hills, CA 91364 (707) 795-3550

(818) 974-2966 (707) 545-3844 Contact: Jake Lingo, Senior Vice President jlingo@icdemail.com Holly Construction, Inc. Danlin Corporation 73A Saint James Drive 40 Mark Drive Santa Rosa, CA San Rafael, CA 94903 (707) 541-0700 (415) 491-4813 Contact: Janver Holly, Chairman Contact: Frank Gobar, President janver@hollygc.com fgobar@danlincorp.com

Marin Community Clinics Hugh Futrell Corporation 6090 Redwood Blvd, Suite G 200 Fourth St, Suite 240 Novato, CA 94948 Santa Rosa CA 95401 (415) 798-3105 (707) 568-3482, ext 111 Contact: Mitesh Popat, CEO Contact: Hugh Futrell, Developer miteshp@gmail.com hf@hughfutrellcorp.com

Construction and Development Solutions, Inc. 6th Street Playhouse 521 College Ave, #241 3029 Santa Juanita Ct. Santa Rosa CA 95404 Santa Rosa CA 95405 (707) 484-5338 (707) 694- 9660 Contact: Del Nordby, Project Manager Contact: Bill Morgan, Past-President del@cds-inc.net wtmorgan@sonic.net

Safari West Wright Contracting, Inc 3115 Porter Creek Road P.O. Box 1270 Santa Rosa, CA 95404 Santa Rosa, CA 95402 (707) 579-2551 (707) 528-1172 Contact: Peter and Nancy Lang, Owners Contact: Mark Davis nlang@safariwest.com mdavis@wrightcontracting.com

66

WS • MONTGOMERY VILLAGE REMODEL OF GROCERY TENANT CORE AND SHELL

Appendix: Project Team Consultants

6 7

Structural Engineering

PROPOSAL

Montgomery Village Grocery Store 915 Village Court Santa Rosa

Eric Kreager, S.E. John M. Cook, S.E. Mark Douglas

5880 Commerce Blvd., Suite 105 Rohnert Park, CA 94928 mkmassociates.com (707) 578-8185

April 1, 2022 Hedgpeth Architects Attn: Ingrid Anderson ingrid@hedgpetharchitects.com Re:

Montgomery Village Grocery Store 915 Village Court Santa Rosa, CA 95405 MKM File #220204

Dear Ingrid, Thank you for considering MKM & Associates to provide structural engineering for the Grocery Store project. We have assembled an experienced, knowledgeable team to support your engineering needs.

Firm Profile Since our establishment in 1983, MKM has a well-earned reputation for structural engineering excellence. Our professional staff brings extensive and varied education, engineering, and construction backgrounds to each project. This diversity allows MKM to deliver designs that meet or exceed our client’s expectations. We have a rapport with regulatory agencies and we understand the preferences of local craftspeople. Our knowledge of architectural requirements, the latest building codes, and economical engineering solutions makes MKM a leader in structural engineering in the North Bay. In fact, our substantial repeat business is a testament to the continued trust we have built with our clients.

Collaboration. Design. Solutions.

At MKM, a focus on teamwork is more than a statement; it is a commitment we make to Hedgpeth Architects and Montgomery Village Owner LLC . The Montgomery Village Grocery Store project requires careful coordination of the design standards, structural performance objectives, and meticulous quality control.

Thank you again for the opportunity to have MKM provide structural engineering for this exciting project. If you have any questions or need further information, please contact me.

Sincerely MKM & ASSOCIATES

John Merle Cook Senior Principal Engineer License No. SE2927 john@mkmassociates.com

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

MKM & Associates Structural Engineering In 1983, MKM’s three founding principals created a structural engineering company dedicated to service. With work encompassing hospitality, civic, commercial, educational, healthcare, historic restoration, residential, and winery markets, we tackle every project as if we were the client.

MKM has a well-earned reputation for structural engineering excellence. With 26 engineers and 10 drafters, our professional staff brings extensive and varied education, engineering, and construction backgrounds to each project.

This diversity allows MKM to deliver a service that incorporates state-of-the-art practices and designs that meet or exceed our clients’ expectations.

Our knowledge of architectural requirements, the latest building codes, and economical engineering solutions provides us with the ability to design within budget making MKM a leader in structural engineering.

Collaboration.

We believe that assigning team members with the best, most relevant experience is key to a successful project. We also feel it is important to work closely with all subconsultants. This ensures open and clear communication with individual team members who are responsible for the overall project quality, budget, and schedule.

MKM looks forward to working in a collaborative environment that will achieve outstanding results for Montgomery Village Owner LLC .

Design.

As structural designers, we feel that engineering is only the beginning of the service we provide. Understanding architectural requirements, value engineering, and the latest building codes, along with having a rapport with regulatory agencies, knowing preferences of local craftspeople, and possessing the ability to design within budget make MKM a leader in structural engineering.

Solutions.

In today’s challenging environments, MKM brings experience and expertise to all of our projects. We design for performance and owner satisfaction. In fact, our substantial repeat business is a testament to the continued trust we have built with our clients.

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

Project Scope and Services Project Scope Montgomery Village Owner LLC seeks an Architect of Record and design consultant team to facilitate Core and Shell remodel of an existing 39,589sf building in Santa Rosa, California in accordance with Grocery Tenant’s specific work letter requirements.

A geotechnical report was not available for MKM’s review and may not be necessary. This will be determined after the final scope has been established Engineering Services MKM & Associates proposes to provide the following structural engineering services:

Construction Documents Phase a) b) c) d) e)

Meetings with Architect and other consultants Incorporate input from Architect and other consultants Structural design for vertical and lateral loading per the 2019 CBC Structural working drawings (AutoCAD/Revit 2022) and structural calculations for the Building Department submitta Structural plan specifications

Construction Services Phase (if requested) a) b) c) d) e) f)

Shop drawing review RFI response Review contractor’s request for revisions Review of testing and inspection reports Periodic structural construction observation Structural conformance letter

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

John Cook, SE With over four decades of structural engineering experience, John has served that include hospitality, parking structures, commercial, industrial, public facilities, education, and residential. As MKM principal, John brings expertise in

Project Experience Empire Building Hotel, Santa Rosa, California Registration Structural Engineer:

renovation and new construction; currently in construction Museum on the Square, Santa Rosa, California and retail, 98,121 sq. ft.

Civil Engineer: Professional Engineer:

499 Humboldt Apartments, Santa Rosa, California courtyard, below-grade parking, and ground-level commercial space, First Indiana Plaza , Indianapolis, Indiana*

.

Education Master of Science Degree in Structural Engineering, 1982 University of California Berkeley Bachelor of Science Degree in Civil Engineering, 1981 University of California Berkeley Affiliations Structural Engineers Association Northern California

312 Walnut Street (Scripps Center), Cincinnati, Ohio*

Keystone at the Crossing, Building IV, Indianapolis, Indiana* Courtyard by Marriott, Laie, Hawaii Idaho Convention and Entertainment Center, Nampa, Idaho Clearwater at Sonoma Hills, Rohnert Park, California Two story, 87,900 sq. ft., 90-unit assisted living and memory care facility; currently in construction

American Concrete Institute Manuscript Reviewer

Vineyard 29 Winery, St. Helena, California

AIA, Allied Member, Redwood Empire Chapter of

DeTurk Round Barn Restoration, Santa Rosa, California Historic restoration of original 1891 barn to public meeting space

Member

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

Eric Kreager, SE Princpal-in-Charge

Eric has over 35 years of structural design experience. As a MKM principal, Eric’s key component to his work philosophy is client service. From this ideal, his clients receive individualized attention. Eric’s roles as design engineer, project manager, and/or principal-in-charge includes hospitality, education, commercial, retail, industrial, public agencies, wineries and residential projects. In addition to structural engineering, he also provides facility engineering consulting. Eric is also an industry leader in green building design engineering.

Registration Structural Engineer: California (No. 3266) Florida( No. 0051666) Nevada (No. 11844) Civil Engineer: California (No. 40847) Education Bachelor of Science Degree in Architectural Engineering, 1984 California State Polytechnic University at San Luis Obispo Continuing Engineering Short Program 1985, California State University at Fresno Affiliations Structural Engineers Association of Northern California (SEAONC) Prestressed Concrete Institute (PCI) Redwood Empire AIA Affiliate Member State of California Governor’s Office of Emergency Services Response Team

Project Experience Sheraton Hotel and Convention Complex, Petaluma, California Flamingo Hotel Conference Resort and Spa, Santa Rosa, California 499 Humboldt Street Apartments, Santa Rosa, California East Washington Commons Apartments, Petaluma, California 131 North Street Mixed-Use, Healdsburg, California 701 South Cloverdale Blvd. Apartments, Cloverdale, California Pepperwood Foundation Headquarters and Education Center, Santa Rosa, California Nokia Corporate Campus, Santa Rosa, California Buena Vista Winery, Sonoma, California Sterling Vineyards Winery, Calistoga, California Santa Cruz Nutritionals, Santa Cruz, California Whole Foods Market, Santa Rosa, California Lagunitas Brewery Company, Petaluma, California Lagunitas Brewery Company (Azusa), Los Angeles, California Gallo Administration Headquarters, Healdsburg, California Big John’s Market, Healdsburg, California

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

Roger Blais, SE Structural Design Engineer

With over forty years of structural engineering experience in Northern California, Mr. Blais has particular expertise in the design of steel frame structures and the rehabilitation of unreinforced brick masonry buildings. He has designed structures up to ten stories in height and has rehabilitated buildings up to thirteen stories in height. These structures were located in the city of San Francisco. Mr. Blais has also designed multi-story combined wood and steel structures

Registration Structural Engineer: California (No. 3015) Civil Engineer: California (No. 37901) Education Bachelor of Science Degree, Architectural Engineering, 1981 California State Polytechnic University At San Luis Obispo Santa Rosa Junior College, 1989 Continuing Education in Computer Programming

Project Experience Sheraton Hotel , Petaluma, California AutoZone Retail Stores, Throughout Western United States* Kendall-Jackson Office Building, Santa Rosa, California Kendall-Jackson Barrel Storage, Santa Rosa, California Pepperwood Preserve, Santa Rosa, California Upton Building Rehab, Santa Rosa, California Sonoma City Hall Rehab, Sonoma, California 888 4th Street, Santa Rosa, California

*previous firm

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

Mark Douglas

Drafting Department Manager

Mark will manage the drafting development to ensure a smooth and on-schedule process. In addition to supervising the drafting department, Mark is MKM’s Associate Principal and Chief Information Technology manager. He has designed custom programs to make projects run smoothly and efficiently. Under Mark’s supervision, MKM is an Autodesk Alpha Gold Beta site which provides early input for the next generation of AutoCAD. In 2006, he was named “King of Dynamic Blocks” by Autodesk’s Beta team for helping Autodesk’s AutoCAD product managers design the step-by-step guide on how to create Dynamic Blocks.

Education Associates of Science, 2003 College of Computer Drafting & Design, ITT Technical Institute, Rancho Cordova Affiliations Sonoma County AutoCAD User Group Autodesk User Group International Recognition North Bay Business Journal “Forty Under 40” Recipient, 2018 Named Autodesk’s “King of Dynamic Blocks”, 2006 Featured in Autodesk exchange website exchange “AutoCAD Expert”, 2009 Technical editor for “AutoCAD for Dummies” books.

AUGI World magazine, featured author

Project Experience 499 Humboldt Street Apartments, Santa Rosa, California 961 Gravenstein Highway Mixed-Use, Sebastopol, California Oak Creek Terrace Apartments, Santa Rosa, California 131 North Street Mixed-Use, Healdsburg, California Aegis Senior Living Facility, California DeTurk Round Barn Restoration, Santa Rosa, California Coffey Park District Residential Rebuilding Manager, Santa Rosa, California Pepperwood Foundation Headquarters and Education Center, Santa Rosa, California Pepperwood Foundation, Santa Rosa, California The Barlow Retail Complex, Sebastopol, California Whole Foods Market, Santa Rosa, California Lagunitas Brewery Company, Petaluma, California Lagunitas Brewery Company (Azusa), Los Angeles, California Big John’s Marketing, Healdsburg, California Gallo Headquarters (845 Healdsburg Avenue), Healdsburg, California

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

Project Experience

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

Excluded Services • • • • • •

Buildings E (Riesling), F (Chardonnay), G (Chablis), pool/hot tub, and pool-side fitness center as shown as Zone 1 on the demolition plan dated December 8, 2017.

Structural design of pool and hardscape.

Construction cost estimating.

All civil engineering related services such as topographic mapping, grading plan, surface and sub-surface drainage, etc.

Responses to RFI’s or substitutions that create revisions to the original construction documents.

Geotechnical consulting.

Insurance MKM & Associates can obtain additional insurance coverage.

Auto Insurance Carrier: RLI Insurance Company Agent: IOA Insurance Services Leslie Pancoast (925) 660-3510

$1 million / each occurrence

General Liability Carrier: RLI Insurance Company Agent: IOA Insurance Services Leslie Pancoast (925) 660-3510

$1 million / each occurrence $2 million / aggregate

Umbrella Excess Liability Carrier: RLI Insurance Company Agent: IOA Insurance Services Leslie Pancoast (925) 660-3510

$1 million / each occurrence

Professional Liability Carrier: Lexington/AmWINS Agent: IOA Insurance Services Leslie Pancoast (925) 660-3510

$1 million / per claim $2 million / aggregate

Workers Compensation Carrier: RLI Insurance Company Agent: IOA Insurance Services Leslie Pancoast (925) 660-3510

$1 million / each occurrence

Contractual Agreement MKM & Associates acknowledges that the EJCDC E-500-2014, Modified Agreement between Owner and Engineer for Professional Services, will be used to contract between parties.

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

Billing Rates Senior Principal Associate Principal Project Manager Senior Design Engineer Associate Design Engineer Associate Structural Designer Structural Designer Engineering Intern Field Engineer Field Technician Associate Field Technician Senior Structural Technician Structural Technician Office Manager Office Assistant

$200/hour $180/hour $175/hour $170/hour $165/hour $130/hour $120/hour $ 60/hour $135/hour $130/hour $100/hour $115/hour $100/hour $ 75/hour $ 60/hour

Expert Witness-Deposition and Trial $500/hour Travel Time Hourly Rate Reimbursable Expenses Cost plus 10% Prints: E Size (30x42) D Size (24x36) or (22x34) 1/2 E Size (15x21) 1/2 D Size (12x18) B Size (11x17)

$1.50/sheet $1.00/sheet $0.50/sheet $0.40/sheet $0.30/sheet

Scans: E Size (30x42) D Size (24x36) or (22x34)

$3.00/sheet $2.00/sheet

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

Montgomery Village Grocery Store Structural Engineering Proposal April 1, 2022

Attachment A: Proposal Breakdown Form

Proposal Breakdown form

Montgomery Village Grocery Store Planning Design Development

April 1, 2022

Proposal date

Item Base fee

Proposal

1 Concept & schematic design phase 2 Design development phase 3 Construction document phase 4 Bidding phase 5 Estimated reimbursable expenses (design, permity & pre-con phase) 6 As-builts (ass Alt: $4,000.00)

Base fee proposal

(also see General Comments)

Item Add alternates A Construction Administration phase B Other (explain) Total fee proposal (base fee+ add alternates) Consultant: (printed name)

T&M based on 16 site visits

$ $ $ $ $ $ $ $ $ $

5,000.00 15,000.00 50,000.00 3,500.00 2,000.00

$

75,500.00

$ $

22,000.00 -

$

97,500.00

-

MKM & Associates Structural Engineering

Signed: Submitted by: (print name)

John Merle Cook, Senior Principal Engineer

5880 Commerce Blvd., Suite 105, Rohnert Park, CA 94928 | mkmassociates.com | (707) 578-8185

TEP

Engineering

Mechanical Engineers

Statement of Qualifications About Us TEP Engineering has developed a reputation for high quality, detail oriented Mechanical Engineering design while serving the diverse clientele of the San Francisco Bay Area.

We provide a full range of Mechanical Engineering services including heating, ventilation, air conditioning, refrigeration, process piping, plumbing and control systems design. We also perform energy studies, Title 24 energy compliance calculations and LEED consulting. Our projects include health care facilities, medical office buildings, pharmaceutical facilities, hotels & resorts, custom residences, wineries, restaurants, apartment buildings, offices, industrial buildings and schools.

We strive to provide innovative and functional mechanical designs within the framework of project requirements. Every project has a unique blend of cost, energy, environmental, aesthetics, space and technical considerations. We endeavor to consider all of these factors in creating the most appropriate mechanical design. We have been involved in pioneering unique and energy efficient mechanical designs, such as hydronic radiant cooling for wineries, water source heat pumps coupled to lakes, GeoExchange heat pump systems, advanced heat recovery systems, and indirect-direct evaporative cooling systems. As energy prices have soared, we have found new approaches to reduce energy consumption, optimize energy use and minimize the environmental impact of our mechanical systems.

In addition to our strong background in engineering consulting, our staff has over 60 years of HVAC and plumbing contracting experience. This combination of experience gives us comprehensive knowledge of construction related issues and is one of the reasons we are highly regarded by HVAC, plumbing and refrigeration contractors. Many of these contractors team with us on design-build projects.

880 Second Street, Santa Rosa, California, 95404-4610 ▪ (707) 538-0400 ▪ f (707) 538-0406

Key Personnel Resumes' Brad Manning, P.E., LEED AP

Principal Summary of Experience Brad has over 25 years of Mechanical Engineering experience. Before joining TEP Engineering in 2005, he worked in the design/build contracting field with Therma in San Jose and Cal-Air/JCI in Santa Rosa. During his employment at Cal-Air, he was Chief Engineer of the branch, and was active in project management, estimating and sales. Brad has designed many projects including office buildings, cleanrooms, theaters, restaurants, schools, wineries, industrial facilities, biotech laboratories, retail buildings and multi-building campuses.

Professional Registration Mechanical Engineering, California, 1998 LEED AP - 2009 Education BS, Mechanical Engineering, June 1995 - University of California, Santa Barbara Professional Affiliations American Society of Heating, Refrigeration, and Air Conditioning Engineers (ASHRAE)

Jake Yeager, P.E. Summary of Experience Jake originally joined TEP Engineering in 2007 as a Drafter while working toward his BSME, transitioning to Engineer after getting his degree. During his time at TEP Engineering, Jake has been involved in a wide variety of projects, including health care clinics, medical office buildings, hotels, resorts, custom residences, wineries, restaurants, apartment buildings, offices, industrial buildings and schools. Jake has designed numerous projects in 3D using Autodesk Revit and provides energy analysis and Title 24 compliance calculations.

Professional Registration Mechanical Engineering, California, 2014 Education BS, Mechanical Engineering, May 2011 - University of California, Berkeley Professional Affiliations American Society of Heating, Refrigeration, and Air Conditioning Engineers (ASHRAE)

Dave Fisher, P.E. Summary of Experience Dave joined TEP in 2016 with 8 years of HVAC, plumbing, and wet-pipe fire protection system design experience. Dave has been the main design engineer on many educational projects, a rice production facility, multiple office buildings and a juvenile detention facility. As a project manager, his responsibility was to see projects through, from schematic design through construction administration Professional Registration Mechanical Engineer, California, 2011 Education BS, Mechanical Engineering, 2002 - Cal Poly San Luis Obispo Professional Affiliations American Society of Heating, Refrigeration, and Air Conditioning Engineers (ASHRAE)

Steve Spencer, CPD Summary of Experience Steve has worked in the engineering field for over thirty years and has provided support on projects throughout California. Steve’s expertise is plumbing design for Health Care, Education, and Commercial and Retail projects.

Professional Registration ASPE Certified Plumbing Designer Education Mechanical Drafting Technology, Arizona Automotive Institute Professional Affiliations American Society of Plumbing Engineers (ASPE)

880 Second Street, Santa Rosa, California, 95404-4610 ▪ (707) 538-0400 ▪ f (707) 538-0406

TEP

Engineering

Mechanical Engineers

Partial list of Restaurant and Market Projects: · · · · · · · · · · · · · · · · · · · ·

2021 2021 2021 2021 2019 2019 2019 2018 2018 2018 2017 2017 2017 2017 2016 2016 2015 2015 2011 2007

Carneros Farm – Remodel of dining and bar areas. (In Progress) Madrona Hotel Kitchen – Extensive kitchen remodel.

Gotts Roadside – Extensive kitchen remodel.

Petaluma Commissary Kitchen – Extensive kitchen remodel.

Camp Newman Dining Hall and Kitchen – New 500 seat dining hall and kitchen.

Grossman’s Deli – New kitchen and restaurant remodel in existing building.

Hare & Hatter – Extensive kitchen remodel.

Wili’s Wine Bar – Extensive kitchen and restaurant remodel in existing building.

Culinary Institute of America Greystone Teaching Kitchen Remodel.

Matheson Restaurant – New 3-story restaurant and bar in existing building.

Foundry Walnut Creek – New Food Hall and Plaza Amy’s Kitchen First Restaurant – New drive-through restaurant in new building.

Raku Restaurant – Remodel of existing tenant space to accommodate new restaurant Copia Demonstration Kitchen - New 7,000-sf kitchen in existing building.

CIA Greystone Flavor Discovery Center Kitchen Remodel.

Tra Vigne – Extensive kitchen remodel.

Single Thread Restaurant – New Michelin Star farm to table restaurant.

Cloverdale Market – New community grocery market.

Miki’s Market Palo Alto – New large community grocery market.

Oliver’s Market Remodel – Large community grocery market remodel.

COPIA DEMONSTRATION KITCHEN

SINGLE THREAD RESTAURANT

See our website at www.TEP.net for additional projects.

880 Second Street, Santa Rosa, California, 95404-4610 ▪ (707) 538-0400 ▪ f (707) 538-0406

TEP

Engineering

Mechanical Engineers

Partial list of Food Processing Projects: · 2022 · 2021 · 2017 · 2008 · 2006 · 2003 · 2002

Jelly Belly - various projects Gourmet Mushrooms Inc. - Sebastopol Amy’s Kitchen (food production) - Santa Rosa, CA Nicasio Valley Farmstead Cheese - Nicasio, CA Made in Napa Valley (food production) - Napa, CA Pacific Cheese - Hayward, CA Petaluma Mushroom Farm - Petaluma, CA

Partial list of Projects with Food-Grade Process Piping and Refrigeration Systems: · 2022 · 2021 · 2019 · 2018 · 2018 · 2018 · 2014 · 2013 · 2012 · 2008 · 2007 · 2002

Nickel & Nickel Winery - Oakville, California Cuvaison Winery - Carneros, California Seismic Brewing – Santa Rosa, California Kenwood Winery - Kenwood, California Sebastiani Winery Tasting Building - Sonoma, California Trefethen Winery - Napa, California 21st Amendment Brewery – San Leandro, California Cakebread Cellars - Oakville, California Sonoma-Cutrer Vineyards - Fulton, California Colgin Winery - St. Helena, California Clos Du Bois Winery - Geyserville, California Domaine Serene Winery - Carlton, Oregon

Over 50 other winery projects!

CAKEBREAD CELLARS

21ST AMENDMENT BREWERY

See our website at www.TEP.net for additional projects.

880 Second Street • Santa Rosa, CA 95404-4610 • 707-538-0400 • 707-538-0406 fax

TEP

Engineering

Mechanical Engineers

DESIGN FEE BUDGETS Date: Project:

March 31, 2022 Montgomery Village Grocery Core and Shell

Thank you for the opportunity to provide the Mechanical Engineering services on this project. The following budgets are based upon the RFP dated 03.17.22 and the following scope of work: 1. Review landlord lease requirements and obligations.

2. One site visit to review existing conditions of mechanical and plumbing systems where readily accessible.

3. Design sewer main from point of connection at 5-ft from building and stubbed into building for future tenant connection.

4. Design water main from point of connection at 5-ft from building and stubbed into building for future tenant connection.

5. Design new gas meter and gas main stubbed into building for future tenant connection.

6. Design new grease waste main from new interceptor and stubbed into building for future tenant connection.

7. Specify new grease interceptor and coordination location on site to be shown on Civil drawings.

8. Design modifications to existing storm drain piping inside the building where affected by demolition of walls.

9. Design waste lift station if required to achieve tenant desired waste invert elevation.

10. Design water pressure boosting system if required to achieve tenant desired potable water pressure.

11. Design roof curbs for future HVAC units based upon tenant improvement drawings provided by others.

12. Provide drawings and specifications for all of the above systems with deliverables for 100%SD, 100%DD, 90%CD (Permit), and 100%CD (PC Response).

13. Provide schematic drawings and specifications for fire sprinkler piping for bid by design-build contractors and review fire-sprinkler drawings and submittals.

14. Design coordination meetings by phone/video conference as necessary.

15. Up to two reviews of tenant TI drawings for coordination.

16. Construction Observation, including review of subcontractor submittals and shop drawings, responses to bid questions and RFI’s, and up to three site visits during construction to review the installation and provide punch-lists.

TEP Engineering budgets the following for this scope of work: Schematic Design ……………………………………………...

Design Development…………………………………………………

Construction Documents……………………………………………..

Bidding Phase………………………………………………………….

Construction Observation………………………………………..

Tenant Drawing Review……………………………………………….

Reimburseables……………………………………………………….

Our 2022 standard hourly rates: Project Manager $220/hr Engineer: $195/hr.

Designer: $175/hr.

$ 7,500. $ 7,500. $13,500. $ 3,000. $ 6,000. $ 3,000. $ 500.

Drafter/Admin: $135/hr.

We do not include in our scope of work: a. Additional Services not listed above. b. Energy Compliance documentation (aka Title 24). c. Additional work for “Incentive programs” (PG&E rebates, special funding, LEED, etc.). d. Fire protection (sprinkler) system permit or construction drawings (by D/B contractor) e. Civil and Site piping design. f. Additional drawing sets to accommodate multiple permits or construction phasing. g. Tenant Improvement drawings including HVAC systems and plumbing distribution piping.

880 Second Street • Santa Rosa, CA 95404-4610 • 707-538-0400 • 707-538-0406 fax

CCR Registered; DUNS Registered; LEED Accredited Professionals

Our Group Profile BROKAW DESIGN was incorporated 1999. The firm is comprised of partners Fred Brokaw, Michael Burke and Courtney Chuenyane who provide engineering, design and project management with a staff of experienced professionals providing production support. Brokaw Design provides engineering and design of electrical, lighting, voice/data, signal and fire alarm systems, studies and planning. Our service experience includes services for Clients and Owners on the architectural, facilities, municipal and construction communities. Our team has the experience and dedication necessary to provide quality engineering and personal service.

Our staff includes LEED Accredited Professionals who are always searching for creative solutions to difficult problems. We are equally adept at working within both the design-build and the design-bid-build project delivery methods.

As an employee-owned firm we understand that the greatest benefits for our clients are the efficient and technical skills of our staff preparing and assist with the electrical, telecommunication, signal and lighting design aspect of construction documents, project coordination, and preparation of addenda, bid packages, evaluations and final conformed construction documents.

Fred Brokaw, P.E., Founding Partner (707) 284-2175 Electrical Engineer PE, President, has over thirty years of experience working in the field of commercial and industrial engineering. Mr. Brokaw’s experience was obtained working for a power utility, and multidisciplinary consulting companies.

Experiences also include the design for hospitals and education facilities.

Michael Burke, Partner (707) 827-3064 Vice President, joined the company as a partner in 2005 and has been designing electrical engineering projects since 1984. Mr. Burke’s expertise includes systems design of power systems 0 to 15,000 volts, lighting, lighting control, voice/data and fire alarm, specification writing, project management and construction services. www.brokawdesign.com

Courtney Chuenyane, P.E., LEED AP, Partner (707) 799-6822 Electrical Engineer PE, LEED AP, joined the company as partner in 2008. She has been an electrical engineer since 2005 and in the field since 2002. Her areas of design include power, interior lighting, exterior lighting, communications, security, and fire alarm. Her electrical engineering experience includes the electrical design of normal, back-up and emergency power systems, wineries, apartment complexes, senior living facilities, office renovations, schools, and industrial facilities.

Michael Mindeman, Electrical Designer (707) 481-1878 Electrical Designer/Project Manager, joined the company 2012. He has been an electrical designer since 1987. His areas of design include power, lighting, communications, security, and fire alarm for commercial, schools, and industrial projects.

David Boucke, Electrical Designer Electrical Designer, joined the company 2017. He has been an electrical designer since 2002. His areas of design include power, lighting for commercial, schools, and industrial projects.

We welcome the opportunity to discuss our potential future relationship. Should you have any questions, please do not hesitate to contact us.

Our regards,

Michael Burke, Partner BrokawDesign

2 of 9

Our Design Profile Engineering Design •

Electrical and telecommunications distribution systems

•

Emergency Systems

•

Photovoltaic systems

•

Building electrical systems

•

Building Telecommunication infrastructure

•

Building Lighting systems

•

Computer illumination modeling

•

Lighting Control systems design

•

Title 24 documentation

•

Fire Alarm systems

•

Construction Services

Industry Design Tools •

ACAD Software

•

Revit MEP Design Software

•

EZ Power Electrical System Analysis Software

•

Visual Lighting Layout Software

•

Masterspec specifications writing software

•

Specsintact specifications writing software

3 of 9

Design Projects List K-12 Schools • Upper Lake Elementary School New Classrooms, Admin and Library Building, Upper Lake, CA. • Banta Elementary STEAM Academy New Buildings and Campus Renovation, Lodi, CA. • San Leandro Unified School District Washington Elementary School New Classroom Building, San Leandro, CA. • Lower Lake High School New Campus Fire Alarm System, Lower Lake, Ca. • San Leandro Unified School District Jefferson Elementary School New Classroom Building, San Leandro, CA. • San Leandro Unified School District Roosevelt Elementary School New Classroom Building, San Leandro, CA. • Wilson Elementary School New Classroom Building, San Leandro, CA. • Fremont Elementary School New Classroom Building, Fremont, CA. • Santana Ranch New Elementary School Campus, San Jose, CA. • Roseville F71 New Elementary School Campus, Roseville, CA. • ACE Charter School Multi-Purpose Building, San Jose, CA. • Tice Creek Elementary School Multi-Purpose Building, Walnut Creek, CA. • Woodrow Wilson Elementary, Richmond, Ca. • San Benito High School New Science Classroom Building, Hollister, CA. • San Benito High School New Visual Arts Classroom Building, Hollister, CA. • Renovate campus, Adams Middle School, Richmond, Ca. • Konocti Education Center Performing Arts Center, Lower Lake, Ca. • New Auto Shop, Lower Lake High School, Lower Lake, Ca. • New Concessions Building, Cloverdale High School, Cloverdale, Ca. • Site Improvements and new Portable Classrooms, Ingrid B. Lacy Elementary School, Pacifica, Ca. • H Wing Renovation Phases 1 and 2, Napa High School, Napa, Ca. • New Concessions Building, Hoopa Valley High School, Willow Creek Ca. • Replace Fire Alarm System, Mendocino High School, Mendocino, Ca. • Sonoma Valley Charter School Modular Classroom building addition, Sonoma, Ca. • Sonoma Unified School District Flowery Elementary Modular Classroom building addition, Sonoma, Ca. • Sonoma Unified School District Altamira Unified School District Modular Classroom building addition, Sonoma, Ca. • Sonoma Unified School District, Spring Creek Elementary School Modular Classroom building addition, Santa Rosa, Ca. Higher Education • SRJC – New Science Center Building, Petaluma Campus.

• SRJC -Public Safety Training Center, Windsor Campus.

• Health Center Renovation, Sonoma State University, Cotati, Ca. • Athletic Department Lobby Renovation, Sonoma State University, Cotati, Ca. • New Storage Buildings, Sonoma State University, Cotati, Ca. • Science Wing Renovation, College of the Redwoods, Fortuna, Ca. • Jesse Peter Museum Renovation, Santa Rosa Junior College, Santa Rosa, Ca. • Tauzer Gymnasium Study and evaluation for funding, Santa Rosa Junior College, Santa Rosa, Ca.

4 of 9

• • • • • • • • • • •

Luther Burbank Theater Gymnasium Study and evaluation for funding, Santa Rosa Junior College, Santa Rosa, Ca. Petaluma Campus Modular Buildings (3), Santa Rosa Junior College, Petaluma, Ca. Study and evaluation telecommunications systems capabilities for Bussman, Bailey, Pioneer and Foundations Halls, Santa Rosa Junior College, Santa Rosa, Ca. Athletic Green Space power and lighting, Santa Rosa Junior College, Santa Rosa, Ca. Santa Rosa Junior College, Multiple Parking Lighting design projects, Santa Rosa, Ca. New Public Safety Building, California Maritime Academy, Vallejo, Ca. Student Service Center Renovation, California Maritime Academy, Vallejo, Ca. Dwight Bentel Hall Classroom 226 renovation, San Jose State University, San Jose, Ca. Dwight Bentel Hall Classroom 117 renovation, San Jose State University, San Jose, Ca. Deans Suite Renovation, San Jose State University, San Jose, Ca. Parking Garage Elevator Addition, , San Jose State University, San Jose, Ca.

Department of Defense – Design Build Beale Air Force Base, Marysville, California • 60kV Overhead Transmission Replacement • Dock 7 Renovation • T-38 Power and Mooring.

• 2145 Replace Command Post.

• Repair Doolittle 60kV line.

• PAVE PAWS B5760 Repair Radar Enclosure.

• B2565 Repair Emergency management Warehouse for HVAC move.

• B1076 Remodel Building Entrance.

• B2159 Telecommunication Building Renovation, Beale Air Force Base.

• B2559 Warehouse Extension.

• B362 Repair Roof J Street Gas Station.

• Replace sub surface Transformer and 12kV distribution.

• B2159 Telecommunication Building Renovation.

• Consolidate-Demo FSS Warehouse • MC12 Operations Squadron Renovation, Building 1086 • Add Consolidated Warehouse and CBT Room, B2557 • Repairs to B5704, 940th Medical Administrative Facility • Construct TLF Utilities.

• Building B23260 Mezzanine and power distribution.

• Replace SR71 hangars sub surface Transformer and 12kV distribution.

• • • •

•

Fort Hunter Liggett, Monterey County, California: New Visitors Center, Building 232.

Base Wide Roadway Lighting.

New Emergency Operations Center, Building 290.

Battalion Headquarters electrical coordination study, load flow and arc flash study and calculations.

Veterans Affair: New electrical service and generator, SF Veterans Affairs, San Francisco, Ca. 5 of 9

• • • •

• • • • • • • • •

• • • • • • •

Building 6 Wet Lab Emergency Power Electrical Renovation and Electrical System Protective Device Study and Arc Flash Study.

Battalion Headquarters electrical coordination study, load flow and arc flash study and calculations.

San Francisco Medical Center VMU Replacement Electrical System Protective Device Study and Arc Flash Study.

VA261-13-B-1298 Defenders Lodge Site Lighting Improvements, Palo Alto VA Medical Center, 3801 Miranda Ave, Palo Alto, California 94304 Naval Facilities Engineering Command - Southwest MCON P600 San Nicholas Island Rock Crusher Point Missile Launcher Facility, San Nicholas Island, CA. Renovate Warfield Gymnasium, Naval Base Venture County, Point Hueneme, Ca. Renovate Armory Building PH1165, Naval Base Venture County, Point Hueneme, Ca. Renovate Fire Scout Hangar, Naval Base Venture County, Point Mugu, Ca. New West Entry Gate, Miramar Naval Air Base, San Diego, Ca. LTM 15 -01 – Design of SNI Renovation – Galley, San Nicholas Island, Naval Base Ventura County, Ca. LTM-14-01A Design of PM 632 North Wing and PM66 Front Office - Naval Base Ventura County, Ca. Renovate Fire Scout Drone Helicopter Hangar, Naval Base Venture County, Point Mugu, Ca. – Gideon Construction USA N62473-18-C-1002 Replace 12,000 Gallon Fuel Tank and Septic Systems - Santa Cruz Island (SCI) Naval Base Ventura County California Nellis/Creech Air Force Base, Nevada.

B61691 832 MXS Sortie Support Building.

B61693 832 MXS Production Support Building.

Replace AVB Vehicle Barrier – Beale Gate Entry, Nellis AFB. Replace AVB Vehicle Barrier – Simons Gate Entry, Nellis AFB. Replace AVB Vehicle Barrier – Main Gate Entry, Nellis AFB. MCON P600 San Nicholas Island Rock Crusher Point Missile Launcher Facility, San Nicholas Standardization and Evaluation Facility, Creech Air Force Base, Las Vegas, Nevada

Miscellaneous DOD • Building 122 Secure Area Tenant Improvement, Fresno Air National Guard, Fresno, Ca. General Service Administration (GSA) • New Cafeteria, LA Federal Building, Los Angeles, Ca. • New Cafeteria, Hawthorne Federal Building, Los Angeles, Ca. • Federal Appraisers Building 9th floor tenant improvement, San Francisco. Ca. • FBI Electronica Technician Shop, 1260 Sepulveda Blvd., Los Angeles, Ca. • US Attorney’s Office Tenant Improvement, Oakland Federal Building, Oakland, Ca. • US Attorney’s Office Tenant Improvement, Sacramento Federal Building, Sacramento, Ca. • US Trustees Office 7th floor Tenant Improvement, Ronald Regan Federal Building, Santa Ana, Ca. • Parking Lot LED Lighting and Control, Chet Holifield Federal Building, Laguna Niguel, Ca.

6 of 9

Public Works.

• Sheriff’s Station Renovation, Willits, Ca. • Department of Transportation Yard Security/CCTV, Willits, Ca. • Avila Center Emergency Generator, County of Mendocino, Fort Bragg, Ca. • New metal building and emergency generator, County Public Health, Fort Bragg, Ca. • New Fire Station, Graton Fire District, Graton, CA. • Renovate Fire Station, Little Lake Fire Department, Willits, CA. County of Sonoma.

• Stage Gulch Waste Transfer Station, Sonoma, CA. Civic County of Mendocino General Services.

• Sheriff’s Station Renovation, Willits, Ca. • Department of Transportation Yard Security, Willits, Ca. • New metal building and emergency generator, County Public Health, Fort Bragg, Ca. • Sheriff’s Station emergency generator, Willits, Ca. Residential • Gallo Residence, 1343 Lytton Springs Road, Healdsburg, Ca. • Watmaugh Ranch Residence, 656 Watmaugh Road, Sonoma, Ca. • 2011 Hale Road, Sonoma, Ca. • Smith Residence, 1113 Castle Road, Sonoma, Ca. Commercial • Office Tenant Improvement, 825 Alford Noble Drive, Hercules, Ca. • Office Tenant Improvement, 925 Alford Noble Drive, Hercules, Ca. • Venture Cafe Tenant Improvement, 925 Alford Noble Drive, Hercules, Ca. • Pre Casting Lab Tenant Improvement, 825 Alford Noble Drive, Hercules, Ca. • Lunch Room Tenant Improvement, 825 Alford Noble Drive, Hercules, Ca • Ultragenyx Pharmaceuticals – Multiple Tenant improvements for their Marin County facilities ranging from 8 to 18k square feet.

Winery • New Office and Warehouse Building, Coppola Winery, Geyserville, Ca. • Production facility and tasting room, Small Vines Winery, Sebastopol, Ca. • Barrel Storage Building, Eleven Eleven Wines, Napa Ca. • Production and Barrel Storage Building, Field Winery, Acampo, Ca. CA • Management and Maintenance facility, Clendenen Vineyard, Healdsburg, Ca. Water/Waste Water.

• Sebastopol Well No.6 new pumps and electrical service, City of Sebastopol, CA. • Thunder Valley Casio Waster Water Screen system, Lincoln, CA. • Hodgen Meadows Wastewater Lift Station, Yosemite Nation Park, CA. • Retail and Food Service • Site Lighting design, El Roy’s Express Mex, Inc. Petaluma, CA. • Site Lighting design, El Roy’s Express Mex, Inc. Rohnert Park, CA. 7 of 9

• • • •

Mombos Pizza Tenant Improvement, Healdsburg, CA. Relocate photovoltaic system batteries, Whole Foods, Santa Rosa, CA. Oliver’s Market Stoney Point Road Tenant Improvement, Santa Rosa, Ca. Billa Landing Buildings J, K L and M warehouse Core and Shell Design, Santa Rosa, CA.

Miscellaneous.

• New Administration Office Building, Western Area Power Administration, Coolidge, Az. • New Maintenance Shop Building, Chickasaw National Wildlife Refuge, Ripley, Tennessee.

• New Maintenance Shop Building, Reelfoot National Wildlife Refuge, Union City, Tennessee.

• Bohemian Grove Primary Electrical Distribution Renovation – 7 phases, Monte Rio, Ca. • Kaiser Air New Facility, Charles M. Schulz Sonoma County Airport, Santa Rosa, Ca. • Positron Emission Tomography (PET) Scanner Room TI, Lawrence Berkeley National Laboratories, Berkeley, Ca. •

8 of 9

2020 FEE RATE SHEET Hourly Rates     

Principal Engineering Designer Drafting Administration

$200/hr $150-175/hr $125-150/hr $ 90/hr $ 50/hr

Reimbursable Expenses • •

Materials = Cost plus 10% Vehicle use for project related travel in excess of 75 miles = $0.56 per mile

Breakdown or rates.  Salary  Overhead  Benefits  Profit -

48% 20% 20% 12%

9 of 9

Courtney Chuenyane, P.E., LEED AP

Electrical Engineer · Proj ect Manager · Principal LEED® Accredited Professional Professional Licenses:

Licensed Electrical Engineer California – Tennessee LEED AP

Organiz ations:

Institute of Electrical and Electronic Engineers, (IEEE) Illuminating Engineers Society of Northern America (IESNA)

Employment:

2002 – 2003 2003 – 2008 2008 – Present

Hammett & Edison, Electrical Engineer.

Winz ler & Kelly Consulting Engineering, Electrical Engineer.

Brokaw Design Inc., Electrical Engineer, Partner.

Courtney is an electrical engineer providing day to day project management and design services. She has been working in the electrical engineering field since 2002. Her work experience includes calculations, photometrics, site inspections, preparation of plans, specifications, and the review of contractor submittals. She has performed design services on a range of projects from Winery, Hospitality, Multi-use, Tenant Improvements, generator/back-up power, multi and single residential, retail, education, restaurant, grocery, military, and government to name a few. She has experience with the latest innovative lighting fixtures and lighting controls. She has a thorough knowledge of the local codes and requirements. Her experience includes power, lighting, lighting controls, telecom, arc flash, title 24 and back-up/ emergency power design.

Lead Design Electrical Engineer and Proj ect Manager Examples: •

•

• •

• •

Epicenter, Santa Rosa, CA Hospitality – Power, telecom and lighting design for an indoor family fun center including bowling alley, restaurant, arcade, laser tag, sports arena, gym, and offices.

U kiah N atural Food Store, U kiah CA Grocery - Power, telecom and lighting design for a new grocery area including deli, hot plate and refrigerated cases.

Marin Civic Center – County Garage Facility Conditions Assessment Report. 2016 Marin Community Clinics – Novato Medical Clinic needs assessment and tenant improvement – Novato, CA. Billa Landing - Buildings J , K L and M warehouse Core and Shell Design, Santa Rosa, CA. V arious Core Electrical Distribution Improvements and Shell Preparation - Somo Village, Rohnert Park, CA.

B r o k a w D e s ig n

•

•

•

•

•

Old Navy Core Electrical Distribution Improvements and Shell Preparation – Codding Construction, Coddingtown Mall, Santa Rosa, CA. Shell Space D Core Electrical Distribution Improvements and Shell Preparation, Merced Mall, Codding Construction, Merced, CA. Shell Space D1 Core Electrical Distribution Improvements and Shell Preparation, Merced Mall, Codding Construction, Merced, CA. LLW Tenant Core Electrical Distribution Improvements and Shell Preparation, Merced Mall, Codding Construction, Merced, CA. Shell Space 713, 717 and 719 Core Electrical Distribution Improvements and Shell Preparation, Merced Mall, Codding Construction, Merced, CA.

•

Site Lighting design, El Roy’s Express Mex, Inc. Rohnert Park, CA.

•

Mombos Pizza Tenant Improvement, Healdsburg, CA.

•

Relocate photovoltaic system batteries, Whole Foods, Santa Rosa, CA.

•

Oliver’s Market Stoney Point Road Tenant Improvement, Santa Rosa, Ca.

•

Billa Landing Buildings J, K L and M warehouse Core and Shell Design, Santa Rosa, CA.

Bro ka w De s ig n

April 4, 2022 Mr. Robert G. Beall Senior Architect Hedgpeth Architects 2321 Bethards Drive Santa Rosa, CA 95405 911 VILLAGE COURT – SANTA ROSA FIRE PROTECTION CONSULTING SERVICES Dear Mr. Beall, This letter is a proposal for The Fire Consultants, Inc. (TFC) to provide fire protection consulting services to Hedgpeth Architects (Client) for the renovation of the existing grocery store located at 911 Village Court in Montgomery Village Shopping Center in Santa Rosa, California. This proposal is based on information contained on the WS Development sharefile site. You sent TFC an email with a link to the sharefile site on Friday April 1, 2022. The building is an existing Lucky grocery store and the project involves a tenant improvement (TI) within the existing grocery store. A new grocery store tenant is planning to occupy the new retail space at the end of the project. If permit submittals occur by December 31, 2022, the project will fall under the 2019 California Building and Fire Codes and City of Santa Rosa Amendments.

You have requested that TFC provide assistance with developing design documents/bid documents for the fire sprinkler design for the project. This scope includes bid documents for the fire sprinkler system (performance criteria drawing and fire sprinkler system specification). Any fire alarm work will be by others. Submittal package documents (drawings and specifications) will be provided up to 100% CD phase of the project, after which, a design/build fire sprinkler contractor will have the responsibility for production of the sprinkler shop drawings, hydraulic calculations and all permit submittals.

SCOPE OF SERVICES We propose the following scope of services for the project.

Sprinkler Design 1.

Develop a preliminary design criteria document identifying the key aspects of the fire sprinkler system portion of the project design. That will include a description of system interconnections, FDC location, standpipe criteria, sprinkler design

1777 N. California Boulevard, Suite 200

ph: (925) 979.9993

internet:

Walnut Creek, CA 94596

fax: (925) 979.9994

www.thefireconsultants.com

MR. ROBERT BEALL 911 VILLAGE COURT – SANTA ROSA FIRE PROTECTION CONSULTING SERVICES

22-2597 - Page 2 April 4, 2022

criteria and zones, and sprinkler aesthetic design priorities. Sketches may be developed in 8½” x 11” format to illustrate design concepts. One draft copy of the report will be developed and revised based upon client input.

2.

Develop or assist with development of bidding documents to present the design concepts presented in the preliminary design report. The documents will include design/build specifications and conceptual drawings or sketches indicating intended general locations of major system components. The selected fire protection contractor will be responsible for developing the sprinkler shop drawings, showing actual equipment locations and meeting all City of Santa Rosa Fire Department sprinkler permit submittal requirements. The conceptual drawings will be developed as AutoCAD files on backgrounds provided by Client at no cost to consultant. This proposal includes up to five (5) package submittals total. We will provide submittals as .pdf files for printing by others.

Fire and Life Safety Code Consulting

We propose to provide fire protection consulting services to assist in the identification and application of the fire protection and means of egress related requirements for the project.

This will include a review of architectural design drawings through the design phases, and participation in meetings with the design team and City to review fire protection design issues and the proposed fire protection and building code compliance approach. Please note that we do not provide accessibility consulting services. We propose to provide these services on an “as needed” basis, using a time and expense (T&E) type budget.

This time can be used to participate in meetings, review architectural drawings for fire and life safety code requirements and general consulting time to respond to Architect’s building and fire code questions.

ADDITIONAL SERVICES Although not included in the proposed scope of services for this project, TFC is also capable of providing the following services after agreement of an additional scope and fee. Please note that we do not offer accessibility consulting.

1.

Development of design drawings or performance specifications for the fire alarm systems.

2.

Development of CAD based egress or fire resistive partition drawings.

3.

Dynamic egress modeling which includes an egress analysis using a computer model.

4.

Fire modeling for structural heat transfer to evaluate alternate structural fire protection schemes.

MR. ROBERT BEALL 911 VILLAGE COURT – SANTA ROSA FIRE PROTECTION CONSULTING SERVICES

22-2597 - Page 3 April 4, 2022

5.

Attendance at meetings in addition to those described above.

6.

Design revisions required due to changes in the applicable code requirements.

7.

Shop drawing reviews of fire alarm, sprinkler or special suppression systems.

8.

Attendance at meetings outside of San Francisco Bay Area.

TERMS AND CONDITIONS We propose to provide the sprinkler design related services outlined above on a fixed fee basis for a total labor fee as indicated in the table below. The FLS code consulting scope is Time & Expense (T&E). This expense budget of $500 includes incidental reimbursable expenses such as travel costs for meetings. The table below presents a breakdown of our proposed labor fee by phase.

PROJECT PHASE FLS Consulting FLS Code total Sprinkler Design Total Labor Fee Expense Budget Total Fee

PROPOSED LABOR FEE $6,000 (T&E) $20,000 (Fixed Fee) $26,000 $500 $26,500

The fees are based on my standard billing rate of $300 per hour. This billing rate would also be used as the basis for any additional work required on the project.

Invoices will be sent monthly and will be due within 30 days of their receipt.

This proposal remains binding for a period of 30 days. You may indicate your acceptance of this proposal by signing a copy and returning it to us as authorization to proceed. We look forward to working with you on this interesting project.

Prepared by:

Accepted by:

THE FIRE CONSULTANTS, INC.

HEDGPETH ARCHITECTS

John R. Stauder, P.E. JRS/KEG:js

22-2597/ PRJS Lucky Supermarket

4/4/2022 Date

Name/Title

Date

TFC TERMS AND CONDITIONS - 2022 These Terms and Conditions apply to the scope of work referenced in the Proposal. An agreement is hereby established between the Client and The Fire Consultants, Inc. (TFC) as noted in the Proposal and subject to the following conditions. Neither TFC nor the Client shall assign any rights or delegate their duties under this agreement without the written consent of the other.

General Terms of Agreement. This agreement shall be governed and construed in accordance with the laws of the State of the TFC office originating the contract (California or North Carolina, as appropriate). TFC and the Client agree to cooperate with each other in order to fulfill their responsibilities and obligations under this agreement. Both TFC and the Client shall endeavor to maintain good working relationships among members of the project team.

Scope of Work. The scope of work shall be as identified in the Proposal. Additional services beyond those outlined in our proposal may be requested and provided after mutually agreed upon terms. Additional services will be billed at our standard hourly rates in effect at the time of the agreement for additional services. Our standard hourly rates are adjusted annually.

Standard of Care. TFC shall perform its services consistent with the professional skill and care ordinarily provided by the professionals practicing in the same or similar locality under the same or similar circumstances. TFC shall perform its services as expeditiously as is consistent with such professional skills and care and orderly progress of the project. No warranty, expressed or implied, is made concerning work performed under this Agreement.

General. TFC will rely on the completeness and accuracy of information supplied to us by the Client or Client representatives. TFC shall not be responsible for the acts or omissions of the Client, Contractor, Subcontractors, their agents or employees, or other persons performing the work.

TFC will provide prompt written notice to the Client if we become aware of any errors, omissions or inconsistencies in the services or information provided by the Client or other consultants.

The Client shall confer with TFC before issuing interpretations or clarifications of documents prepared by TFC and shall request the recommendations of TFC before providing interpretations or clarifications to shop drawings, product data, samples or other submissions, or upon Change Orders and Construction Change Directives affecting this project.

In the event any provisions of this agreement shall be held to be invalid and unenforceable, the remaining provisions shall be valid and binding upon the parties. One or more waivers

by either party of any provision, term, condition or covenant shall not be construed by the other party as a waiver of a subsequent breach of the same by the other party. Headings in the agreement are for convenience only.

All documents produced for the project including calculations, computer files, drawings and sketches are intended for the one-time use in connection with this project. They are and shall remain, the property of TFC, subject to the requirements of the proposal. Client may retain a copy for Client files but will not reuse documents produced by TFC without written agreement from TFC. Conflict Resolution. In an effort to resolve any conflicts between TFC and Client arising out of or relating to the performance of this agreement, TFC and the Client agree that all disputes between them arising out of or relating to the performance of this agreement shall be submitted to nonbinding mediation unless the parties mutually agree otherwise. The non-binding mediation shall be carried out under the auspices of a mediation service experienced in the handling of construction disputes prior to initiation of any lawsuit or other litigation unless the parties mutually agree otherwise. The cost of said Mediation shall be split equally between the parties. This Agreement to mediate shall be specifically enforceable under the prevailing law of the jurisdiction in which this agreement was signed. This dispute resolution provision shall not preclude either party from filing legal action in small claims court if the amount in dispute is within the jurisdiction of the small claims court, nor does it preclude or limit the right to perfect or enforce applicable mechanics lien or stop notice remedies.

Should litigation or arbitration occur between the two parties relating to the provisions of this agreement, all litigation or arbitration expenses, collection expenses, witness fees, court costs and reasonable attorneys' fees shall be paid by the nonprevailing party to the prevailing party.

Limitations of Liability. To the extent permitted by applicable law, the Client agrees to limit the Design Professional’s liability for the Client’s damages to the sum of $50,000 or the Design Professional’s fee, whichever is greater. This limitation shall apply regardless of the cause of action or legal theory pled or asserted. In no event will either party be liable under any legal theory for any special, indirect, consequential exemplary, or incidental damages, however caused, arising out of or related to this Agreement, even if such party has been advised of the possibility of such damages.

Neither party shall hold the other responsible for damages or delay in performance caused by acts of God, strikes, lockouts, accidents, or other events beyond the other's control. TFC shall not be responsible for delays caused by factors beyond our reasonable control, including but not

1777 N. California Blvd, Suite 200

ph: (925) 979.9993

internet:

Walnut Creek, CA 94596

fax: (925) 979.9994

www.thefireconsultants.com

limited to delays because of strikes, lockouts, work slowdowns or stoppages, government ordered industry shutdowns, power or server outages, acts of nature, widespread infectious disease outbreaks (including, but not limited to epidemics and pandemics), failure of any governmental or other regulatory authority to act in a timely manner, failure of the Client to furnish timely information or approve or disapprove of TFC’s services or work product, or delays caused by faulty performance by the Client’s or by contractors of any level. When such delays beyond TFC’s reasonable control occur, the Client agrees that TFC shall not be responsible for damages, nor shall TFC be deemed in default of this Agreement.

TFC and the Client waive all rights against each other for damages covered by insurance. TFC and the Client indemnify each other, their directors, officers, employees and agents, from and against any claims, costs, demands, losses, damages, injuries, judgments, and liabilities incurred in connection with, caused by, or rising out of any their own negligent, actions, errors or omissions in connection to the project. This indemnification will survive termination of this agreement.

Insurance. This agreement is based upon TFC providing the insurance coverage with the limits specified below. If it is necessary for TFC to carry insurance in excess of these limits, that may be provided if accommodated in the fee and specified in the Proposal.

Commercial General Liability $2,000,000 per occ./$2,000,000 aggr.

Automobile Liability

$1,000,000 per occ. and aggregate

Workers Comp./Emp. Liability $2,000,000 per occ./$2,000,000 aggr.

Professional Liability

$2,000,000 per claim and aggr.

TFC will provide to the Client a copy of the Certificate of Insurance upon request and Client may be named as additional insured for issues related to TFC involvement in a project upon request.

Termination. In the event the TFC does not receive the agreed compensation for services rendered on the date compensation is due, TFC may, after giving Client five days written notice, suspend services under this agreement.

This Agreement may be terminated by either party upon five days written notice in the event of the other’s substantial failure to perform in accordance with the terms of this agreement.

Compensation. Compensation for TFC services shall be paid by the Client as specified in the Proposal. Basic services will be paid for by the Client or a third party if agreed upon in the Proposal. Invoices will be prepared monthly and will be due within 30 days of their receipt or an otherwise as noted in the Proposal. The Client shall review invoices and, if they are considered incorrect or untimely, the Client shall, within ten days from receipt of TFC’s billing, review and resolve the matter with TFC and confirm in writing to TFC the Client’s understanding of the disposition of the issue.

Reimbursable Expenses are the expenses incurred directly or indirectly in the connection with the Project such as, but not limited to, transportation, parking, mileage, meals and lodging for any out of town projects, overnight deliveries, courier services, the cost of reproductions beyond those normally required for coordination and information purposes, city meeting and application fees, and any sub-consultants needed to complete reviews, inspections, etc. If a project is a fixed fee project, unless otherwise specified, local travel and in-house expenses are included. Additional expenses outside of that fee will be outlined in the proposal, and usually include but are not limited to subconsultant fees, city meeting and application fees and any out of the ordinary travel costs including airline, hotel, car and subsequent travel expenses outlined in the proposal.

ESTIMATE

759 Courtney St., Suite 200 Victoria, B.C. Canada V8W 1C3 Toll Free Tel: 1-(888)-393-6655 Toll Free Fax: 1-(866)-583-2588 Email: sorser@lt-fp.com Website: www.lt-fp.com

This contract dated April 4, 2022, is made between Hedgpeth Architects 2321 Bethards Drive, Suite B, Santa Rosa, CA 95405, and LASERTECH® FLOORPLANS LTD.,

Head Office at 759 Courtney St., Suite 200, Victoria, BC V8W 1C3

1

Client: c/o Contact: Address:

Hedgpeth Architects Robert Beall 2321 Bethards Drive, Suite B , Santa Rosa, CA 95405

Phone: Cell: Fax: Email: 2

(707) 228-5875 bob@hedgpetharchitects.com

Primary Contact: Contact: Address: Phone: Cell: Fax: Email:

3a

Hedgpeth Architects Robert Beall 2321 Bethards Drive, Suite B,, Santa Rosa, CA (707) 228-5875 bob@hedgpetharchitects.com

Onsite Contact 1: Position: Phone: Cell: Email:

Mike Edwards Property Operations & construction Oversight (707) 975-1334 mike@mvvillage.com

LASERTECH® is a registered US trademark of LASERTECH ® FLOORPLANS LTD. Copyright 1998 LASERTECH® FLOORPLANS LTD. All rights reserved.

759 Courtney St., Suite 200 Victoria, B.C. Canada V8W 1C3

ESTIMATE

Toll Free Tel: 1-(888)-393-6655 Toll Free Fax: 1-(866)-583-2588 Email: sorser@lt-fp.com Website: www.lt-fp.com

4

Vacant Lucky's Food Market

Project: Address:

915 Village Court, Montgomery Village Santa Rosa, CA United States 95405-8668 Type: Food Market Full Building? Yes The Entire Building Is there Structured Parking in building?

Description:

Estimated Total Gross area: Estimated Roof Area: Estimated Exterior area: Estimated Struct. Prkg. area: Vacant or Occupied?

If Vacant, Building Condition:

Hazardous conditions (if any): Completed Drawings By:

5

LASERTECH® DELIVERABLES TO BE PROVIDED

(X-incl.; A-Add/Alt) (minimum 5000 sqft)

5.1 LTS SURVEYS X

If not Full bldg., description of space: 39,589 sf 39,589 sf sf sf Vacant The building has active power, The building is currently heated, The building is currently air conditioned, , , The building interior is in good condition, , , The building exterior is in good condition, Our policy is to try to get a surveyor to your site within a week of approval. However, this always depends on current workload and surveyor availability. We will do our best to meet your desired timeframe of drawings delivered between April 4, 2022 and April 9, 2022 but cannot guarantee.

(See accompanying Pricing Spreadsheet) NOTE: All per sqft pricing is based on a minimum of 5000 sqft. If your building is less, it will be billed at 5000 sqft Description Floor Plans – Default - locating all walls, doors, windows, columns or column enclosures, basic millwork (restrooms and kitchens only), stairwells, elevators, plumbing fixtures and ventilation shafts.

Request: BOMA Lease Area Analysis Standard suggested: Request: Structured parking – default – include full parking area in drawings Request:

LASERTECH® is a registered US trademark of LASERTECH ® FLOORPLANS LTD. Copyright 1998 LASERTECH® FLOORPLANS LTD. All rights reserved.

759 Courtney St., Suite 200 Victoria, B.C. Canada V8W 1C3 Toll Free Tel: 1-(888)-393-6655 Toll Free Fax: 1-(866)-583-2588 Email: sorser@lt-fp.com Website: www.lt-fp.com

X

X

Parking stalls – default – include all parking stalls in parking level drawings incl. H/C stalls, and stall numbers Request: Electrical plan – default - show all outlets, switches, panels, data/tel jacks, thermostats, cameras, sensors, wall lighting, card readers, etc.

Request: Reflected ceiling plan – default - show ceiling grids, soffits, h-vac diffusers, lighting, sprinkler heads, ceiling-mounted equipment, heights.

Request: Furniture – default - showing all desks, cabinets, shelving, chairs.

Request: Detailed Millwork – default - all built-in millwork throughout.

Request: Floor coverings – noted throughout.

X

X

Window/sill and door heights (interior + exterior) Req. for Revit Exterior details – default - Patios, decks, balconies and stairs adjacent building.

Request: Exterior Elevations: # required: Location: incl. in Revit Sections: # required: Location: incl. in Revit Interior Elevations: # required: Location: incl. in Revit Fire safety features – default - show all extinguishers, pullboxes, alarms, hose cabinets, strobes, signs, alarms, etc.

Request: Evacuation plans: # per floor: Total: Comment: 3D Virtual Reality tours.

Request: Recommended

LASERTECH® is a registered US trademark of LASERTECH ® FLOORPLANS LTD. Copyright 1998 LASERTECH® FLOORPLANS LTD. All rights reserved.

ESTIMATE

759 Courtney St., Suite 200 Victoria, B.C. Canada V8W 1C3 Toll Free Tel: 1-(888)-393-6655 Toll Free Fax: 1-(866)-583-2588 Email: sorser@lt-fp.com Website: www.lt-fp.com

Roof plan – default - show parapet walls, stairs, level changes, equipment, vents, penetrations, etc. .

Request: Suite drawings - enlargements of suites to fit 8.5x11” PDF plots (marketing, leasing). # of Suites: Request: All Room Inventory Polylining.

X

Site Plan Request: Photo Requirements Photo Types Requested:

Both

Coverage:

Full

Comments:

Req. for Revit Note: Lasertech will by default take standard pics for our own internal use throughout, with a few panos. Clients may request more as required for additional small charge.

Other miscellaneous Request:

5.2 Printing / Report Requirements

X

Delivery Format: 5.3 AutoCAD Req. X

Note: Our default is to deliver all files electronically via our Web Portal.

Electronic Format : Autocad and/or Revit (see above); PDF and/or DWFx; digital photos (electronic delivery via Portal) Delivery Format and Reports. # reports required: Request: Portal only (includes PDFs) Requirements: Version: 2007 Layering Stds: National CAD Std Additional:

LASERTECH® is a registered US trademark of LASERTECH ® FLOORPLANS LTD. Copyright 1998 LASERTECH® FLOORPLANS LTD. All rights reserved.

ESTIMATE

759 Courtney St., Suite 200 Victoria, B.C. Canada V8W 1C3

ESTIMATE

Toll Free Tel: 1-(888)-393-6655 Toll Free Fax: 1-(866)-583-2588 Email: sorser@lt-fp.com Website: www.lt-fp.com

5.4 Revit

(includes DWFx) Version: 2021 LOD: 200 Base level: Ground level set same as DWGs Orientation: Project North up

X

Structure only, generic surfaces, show all walls, floors, ceilings, stairs, windows, doors, Recommended: should include a roof plan NOTE: BASIC – includes structure only; elec, rcp would be linked in, DWG only DETAILED – includes elec, rcp, etc, all fully modelled, no DWGs 6

6a

Start Date:

ASAP

Est. duration of field work:

14 days

ACCESS REQUIREMENTS

Upon approval and notification of tenants, within 1 week of receipt of signed contract and onsite contacts (for access) typically. # of surveyors: 1 Please note that it is entirely the client’s responsibility to ensure access is provided to ALL areas in scope, including roofs. Any areas requiring ladder access MUST have ladders arranged and onsite prior to Lasertech arrival, with a technician available to move them as required, and remove upon completion.

Similarly, our surveyors do NOT open up ceiling areas. If any measuring is required above ceiling, the ceiling must be open and made fully accessible by client or client rep prior to Lasertech arrival.

7

AUTOCAD: PDFs and Prelim CAD available for review within: Elevs deliv time:

8

REVIT: (NOTE – delivery times are APPROXIMATE,

3-5 business days from completion of field survey

NOTE: Electronic files to be made available via Portal upon approval of PDFs and receipt of payment in full.

Elevation DWGs available (after prelim drawings completed) Prelim RVT files available

1 week

Final RVT files available

LASERTECH® is a registered US trademark of LASERTECH ® FLOORPLANS LTD. Copyright 1998 LASERTECH® FLOORPLANS LTD. All rights reserved.

759 Courtney St., Suite 200 Victoria, B.C. Canada V8W 1C3

ESTIMATE

Toll Free Tel: 1-(888)-393-6655 Toll Free Fax: 1-(866)-583-2588 Email: sorser@lt-fp.com Website: www.lt-fp.com

from completion of DWG files in CAD Center) 9a

Payment Terms DEPOSIT REQUIREMENTS

9b

BALANCE DUE

PO#: (if applicable)

Deposit due prior to commencement.

25% of $27,450

Total Deposit: $7000

.

Prior to Delivery of final files

Payment in full MUST be received prior to release of final CAD and PDF files. Electronic Transfer instructions will be provided.

Progress billing (semi-monthly) will be done on projects over 1 month duration.

10.

X

Pricing – (fixed fee):

LASERTECH® will provide the deliverables as specified for a flat fee of $27,450, all-inclusive.

However, if the total measured area exceeds the estimated gross area as provided by more than 5%, then the per square foot rates as shown on the accompanying pricing summary sheet will apply.

ALL QUOTES ARE IN THE CURRENCY OF THE COUNTRY IN WHICH THE BUILDING IS LOCATED. NOTE1: Cancellations after signed approval are subject to a cancellation fee of $500.

NOTE2: Surcharges will apply if after hours access is required by client. Typically an extra 1 cent/sqft.

Note: All Lasertech Floorplans quotes are valid for 90 days from Contract Date.

Note: With notice not to exceed 48 hours, client may be billed on an hourly rate ($105/hr) for down time during site visits due to lack of coordination, improper scheduling or tenant non-participation. This is to ensure that our field surveyors are not idle at job site. Field surveyor(s) will immediately contact on-site representatives and Lasertech Corporate offices to ensure there are no access issues that will prevent the completion of the field work in a timely manner.

LASERTECH® is a registered US trademark of LASERTECH ® FLOORPLANS LTD. Copyright 1998 LASERTECH® FLOORPLANS LTD. All rights reserved.

759 Courtney St., Suite 200 Victoria, B.C. Canada V8W 1C3 Toll Free Tel: 1-(888)-393-6655 Toll Free Fax: 1-(866)-583-2588 Email: sorser@lt-fp.com Website: www.lt-fp.com

Approved this ______ day of April, 2022

LASERTECH® FLOORPLANS LTD.

Authorized Signatory Steve Orser Principal

Hedgpeth Architects

Authorized Signatory Robert Beall Senior Project Architect

LASERTECH® is a registered US trademark of LASERTECH ® FLOORPLANS LTD. Copyright 1998 LASERTECH® FLOORPLANS LTD. All rights reserved.

ESTIMATE

759 Courtney St., Suite 200 Victoria, B.C. Canada V8W 1C3

ESTIMATE

Toll Free Tel: 1-(888)-393-6655 Toll Free Fax: 1-(866)-583-2588 Email: sorser@lt-fp.com Website: www.lt-fp.com

INSURANCE REQUIRENTS

Certificate of Insurance Required?

No

Required before work commences?

No

Certificate Holder: Certificate Comments: Additional Insureds required: Additional Comments to Lasertech: Request for Proposal and all attachments. https://wsdevelopment.sharefile.com/d-s4beaa4666e78416d916d1b7a5579575a This has the existing working drawings for the original building included., It is hereby agreed that Hedgpeth Architects does not require proof of insurance from Lasertech Floorplans.

It is hereby agreed that Hedgpeth Architects accepts the proof of insurance as provided by Lasertech Floorplans as fully meeting our insurance requirements.

It is hereby agreed that Hedgpeth Architects will require proof of insurance from Lasertech Floorplans, but will provide our insurance requirements at a later date if and when project is approved.

Authorized Signatory Robert Beall Senior Project Architect

Note: Insurance approval MUST be provided prior to commencement of any field work.

LASERTECH® is a registered US trademark of LASERTECH ® FLOORPLANS LTD. Copyright 1998 LASERTECH® FLOORPLANS LTD. All rights reserved.

Lasertech Floorplans

Date Prepared: 4/4/2022

Proposed Pricing Summary

Project:

Santa Rosa, CA

SUMMARY Component 915 Village Court

Est. Area 39,589 39,589

Price Avg psf all- inclusive $27,450 $0.6934 $27,450 $0.6934

Roof Area 39,589 39,589

Ext. Area

Area

Base Price psf

Total Price

Man Days

Floorplan

39,589

$0.1243

$4,920

3.3

BOMA - Retail 2020

39,589

Electrical/Data

39,589

$0.0542

$2,146

1.4

Reflected Ceiling Plan (RCP)

39,589

$0.1243

$4,920

3.3

Window/Sill + Door Heights throughout (interiors)

39,589

$0.0155

$613

0.4

Fire Safety Features

39,589

$0.0361

$1,431

0.9

3D 360 Panoramics VR Tour

39,589

Roof Plan

39,589

$0.0776

$3,073

2.0

Revit - Basic (structure only)

59,384

$0.1721

$10,221

3.4

$126

0.1

$27,450 $27,450

14.8 14.8

TOTALS

BASE PRICING Total Total Man Days Elapsed Days 14.8 15 14.8 15

# Surveyors 1

(CLICK ANY OPTION FOR AN EXAMPLE)

COMPONENT BREAKDOWN

BASE PRICING

Component 915 Village Court

Option

Extra photo coverage

$100 SubTotal

TOTALS

ADD/ALT PRICING Base Price psf

Total Price

$0.0310

$1,226

$0.0981

$3,884

SubTotal

$5,110 $5,110

Req? Man Days

S O L D A TA E ne r gy

ing C o ns u l t

P. O. Box 8579 Santa Rosa, CA 95407

incorporated

707-545-4440

www.soldata.com

info@soldata.com

SOLDATA is an energy and sustainable building consulting firm, founded in Santa Rosa in 1980. SOLDATA works directly with designers and owners who wish to optimize the energy performance and sustainability of their buildings. SOLDATA’s consultants offer their clients cost-effective solutions to meet and exceed California and local energy conservation and green building requirements. SOLDATA has prepared energy studies and code compliance analysis and documentation for more than 25,000 projects.

SOLDATA consists of six qualified energy analysts with certifications by the California Association of Building Energy Consultants (CABEC) for both residential and nonresidential energy code compliance. Certifications also include Build It Green, LEED, HERS, and BPI, and they are authorized as special inspectors for the CALGreen state green building code.

SARAH PERNULA | PRINCIPAL Sarah, senior energy consultant and project manager, has been principal energy analyst for numerous residential, nonresidential school, and institutional building projects, both new construction and retrofit, in a career spanning over 30 years. As energy consultant, Sarah works with architects, engineers and builders, providing detailed computer simulated energy analysis of buildings. In addition to offering feedback and advice to improve energy efficiency and comfort, she prepares comprehensive compliance reports for building department approval. Sarah has been with SOLDATA since 1986, and managed technical review of the PG&E California Advanced Homes and New Solar Homes programs and the preceding Energy Star Homes program for SOLDATA from 1993 until 2014.

She has been qualified as a Certified Energy Manager (CEM) from the Association of Energy Engineers, a LEED AP, a Certified Green Building Professional, a Certified Green Building Rater and an ICC Certified CALGreen Plans Examiner and Inspector. She received a B.A. degree from Sonoma State University.

SEAN PLIKUHN | PRINCIPAL Sean, senior energy consultant and project manager, has more than 25 years experience focused on residential, commercial and institutional projects. Sean spent a number of years providing technical and software support to engineers and building energy efficiency consultants while employed by the major energy software firm in California.

Sean’s work at SOLDATA has been chiefly concentrated on large commercial and institutional projects, such as the American Ag Credit facility in Santa Rosa. Sean worked with the architectural team on the proposed Sausalito Police and Fire stations to optimize energy performance toward LEED certification, as well as a number of other public safety facilities. As energy consultant for PG&E’s Savings by Design Program, Sean works with building owners and designers to optimize building energy performance and achieve cash incentives from the available utility programs.

Sean holds a B.A. Environmental Studies & Planning and Energy Management & Design from Sonoma State University. He is a CABEC member and CABEC Certified Energy Analyst (CEA) for both residential and nonresidential buildings. He is also a Certified Green Building Professional and a Certified Green Building Rater. Sean has been with SOLDATA since 1999.

S O L D A TA E ne r gy

ing C o ns u l t

P. O. Box 8579 Santa Rosa, CA 95407

incorporated

707-545-4440

www.soldata.com

info@soldata.com

April 4, 2022

to:

Ingrid Anderson, HedgpethArchitecs.com

re:

WS Development – Whole Foods Montgomery Village, Santa Rosa

Scope of work and fee structure for the project: SOLDATA is to provide 2019 California Energy Efficiency Standards code compliance analysis and CALGreen checklist for submittal to the building department for a new tenant in an existing grocery store. Our Title 24 Energy code analysis will document building envelope, HVAC, and water heating.

Our CALGreen checklist will document green features that are needed to meet the current code requirements.

Title 24 Energy and CALGreen plan review, analysis and submittal documentation  Title 24 Energy Code analysis and submittal documentation:

$2500

 CALGreen: plan review, submittal documentation

$ 500

       

   

Review construction documents and clarify energy features of proposed project Discuss energy features and design concepts as they relate to code requirements as needed Develop a building energy model for review/discussion with the design team as needed Consider cost efficient and design sensitive item when the options arise Create a preliminary energy report for review and discussion as needed Update/revise the building energy model with final information Provide submittal report documentation and forms for inclusion in the plans Respond to energy related plan check comments and revise as required

Review plans and related documents to annotate appropriate details on checklist Recommend the cost efficient and viable green measure when applicable Discuss and explain the impact and requirement of each measure Provide copies of CALGreen checklist to the design/build team for submittal

 Respond to any question or issues regarding CALGreen

Approved ******** 2019 Title 24 Energy Analysis 2019 Title 24 CALGreen Checklist (during Construction Documents) Signature:_____________________________________________________ Date:__________________

Please contact Sarah Pernula (sarah@soldata.com) with questions related to this project

$2500 $ 500