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HomeMy WebLinkAboutPSA - Design Services for Remodeling the South Bend City Hall – American Structurepoint, Inc. ELIZABETH A. MARADIK JOSEPH R. MOLNAR GARY A. GILOT MURRAY L. MILLER BRIANA MICOU 1316 COUNTY-CITY BUILDING 227 W. JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PHONE 574/ 235-9251 FAX 574/ 235-9171 CITY OF SOUTH BEND JAMES MUELLER, MAYOR BOARD OF PUBLIC WORKS December 12, 2023 Mr. Robert S. Bray American Structurepoint, Inc. 9025 River Road, Suite 200 Indianapolis, IN 46240 rbray@structurepoint.com RE: Professional Services Agreement Dear Mr. Bray: At its December 12, 2023 meeting, the Board of Public Works approved the above referenced agreement for architectural and engineering design services for remodeling the New South Bend City Hall, Project No. 124-001 in an amount not to exceed $135,220 (hourly rate). Enclosed please find a copy of the agreement for your records. If you have any further questions, please call this office at (574) 235-9251. Sincerely, /s/ Theresa Heffner Theresa Heffner, Clerk Enclosures TH/lh EJCDC E-500 Standard Form of Agreement Between Owner and Engineer for Professional Services. Copyright ©2008 National Society of Professional Engineers for EJCDC. All rights reserved. AGREEMENT BETWEEN OWNER AND ENGINEER FOR PROFESSIONAL SERVICES Prepared by ENGINEERS JOINT CONTRACT DOCUMENTS COMMITTEE and Issued and Published Jointly by AMERICAN COUNCIL OF ENGINEERING COMPANIES ______________________ ASSOCIATED GENERAL CONTRACTORS OF AMERICA ______________________ AMERICAN SOCIETY OF CIVIL ENGINEERS _______________________ PROFESSIONAL ENGINEERS IN PRIVATE PRACTICE A Practice Division of the NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS This document has important legal consequences; consultation with an attorney is encouraged with respect to its use or modification. This document should be adapted to the particular circumstances of the contemplated Project and the Controlling Laws and Regulations.            EJCDC E-500 Standard Form of Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. Copyright © 2008 National Society of Professional Engineers 1420 King Street, Alexandria, VA 22314-2794 (703) 684-2882 www.nspe.org American Council of Engineering Companies 1015 15th Street N.W., Washington, DC 20005 (202) 347-7474 www.acec.org American Society of Civil Engineers 1801 Alexander Bell Drive, Reston, VA 20191-4400 (800) 548-2723 www.asce.org Associated General Contractors of America 2300 Wilson Boulevard, Suite 400, Arlington, VA 22201-3308 (703) 548-3118 www.agc.org The copyright for this EJCDC document is owned jointly by the four EJCDC sponsoring organizations and held in trust for their benefit by NSPE. This Agreement has been prepared for use with the Standard General Conditions of the Construction Contract (EJCDC C-700, 2007 Edition). Their provisions are interrelated, and a change in one may necessitate a change in the other. For guidance on the completion and use of this Agreement, see EJCDC User’s Guide to the Owner-Engineer Agreement, EJCDC E-001, 2009 Edition.            TABLE OF CONTENTS Page ARTICLE 1 – SERVICES OF ENGINEER .................................................................................................... 1 1.01 Scope ............................................................................................................................................. 1 ARTICLE 2 – OWNER’S RESPONSIBILITIES ............................................................................................ 1 2.01 General .......................................................................................................................................... 1 ARTICLE 3 – SCHEDULE FOR RENDERING SERVICES ........................................................................ 2 3.01 Commencement ............................................................................................................................ 2 3.02 Time for Completion .................................................................................................................... 2 ARTICLE 4 – INVOICES AND PAYMENTS ............................................................................................... 2 4.01 Invoices ......................................................................................................................................... 2 4.02 Payments ....................................................................................................................................... 2 ARTICLE 5 – OPINIONS OF COST .............................................................................................................. 3 5.01 Opinions of Probable Construction Cost ..................................................................................... 3 5.02 Designing to Construction Cost Limit ......................................................................................... 3 5.03 Opinions of Total Project Costs ................................................................................................... 3 ARTICLE 6 – GENERAL CONSIDERATIONS ........................................................................................... 4 6.01 Standards of Performance ............................................................................................................ 4 6.02 Design Without Construction Phase Services ............................................................................. 5 6.03 Use of Documents ........................................................................................................................ 5 6.04 Insurance ....................................................................................................................................... 7 6.05 Suspension and Termination ........................................................................................................ 7 6.06 Controlling Law ............................................................................................................................ 9 6.07 Successors, Assigns, and Beneficiaries ........................................................................................ 9 6.08 Dispute Resolution ..................................................................................................................... 10 6.09 Environmental Condition of Site ............................................................................................... 10 6.10 Indemnification and Mutual Waiver .......................................................................................... 10 6.11 Miscellaneous Provisions ........................................................................................................... 11 ARTICLE 7 – DEFINITIONS ........................................................................................................................ 12 7.01 Defined Terms ............................................................................................................................ 12 ARTICLE 8 – EXHIBITS AND SPECIAL PROVISIONS .......................................................................... 15 8.01 Exhibits Included ........................................................................................................................ 15 8.02 Total Agreement ......................................................................................................................... 16 8.03 Designated Representatives ........................................................................................................ 16 8.04 Engineer's Certifications ............................................................................................................. 16            Page 1 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. AGREEMENT BETWEEN OWNER AND ENGINEER FOR PROFESSIONAL SERVICES Owner and Engineer further agree as follows: ARTICLE 1 – SERVICES OF ENGINEER 1.01 Scope A. Engineer shall provide, or cause to be provided, the services set forth herein and in Exhibit A. ARTICLE 2 – OWNER’S RESPONSIBILITIES 2.01 General A. Owner shall have the responsibilities set forth herein and in Exhibit B. B. Owner shall pay Engineer as set forth in Exhibit C. THIS IS AN AGREEMENT effective as of , (“Effective Date”) between Board of Public Works, City of South Bend, Indiana (“Owner”) and American Structurepoint, Inc. (“Engineer”). Owner's Project, of which Engineer's services under this Agreement are a part, is generally identified as follows: Schematic Design Phase for Building Renovation, Elevator Upgrade(s), Bid Documents, and Mechanical/Plumbing, Electrical & Low Voltage Building System Assessment Services – 215 Dr. M.L.K. Jr. Boulevard, South Bend, Indiana 46601 ("Project"). Engineer's services under this Agreement are generally identified as follows: Schematic Design Phase Services as described in Exhibit A            Page 2 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. C. Owner shall be responsible for, and Engineer may rely upon, the accuracy and completeness of all requirements, programs, instructions, reports, data, and other information furnished by Owner to Engineer pursuant to this Agreement. Engineer may use such requirements, programs, instructions, reports, data, and information in performing or furnishing services under this Agreement. ARTICLE 3 – SCHEDULE FOR RENDERING SERVICES 3.01 Commencement A. Engineer is authorized to begin rendering services as of the Effective Date. 3.02 Time for Completion A. Engineer shall complete its obligations within a reasonable time. Specific periods of time for rendering services are set forth or specific dates by which services are to be completed are provided in Exhibit A, and are hereby agreed to be reasonable. B. If, through no fault of Engineer, such periods of time or dates are changed, or the orderly and continuous progress of Engineer’s services is impaired, or Engineer’s services are delayed or suspended, then the time for completion of Engineer’s services, and the rates and amounts of Engineer’s compensation, shall be adjusted equitably. C. If Owner authorizes changes in the scope, extent, or character of the Project, then the time for completion of Engineer’s services, and the rates and amounts of Engineer’s compensation, shall be adjusted equitably. D. Owner shall make decisions and carry out its other responsibilities in a timely manner so as not to delay the Engineer’s performance of its services. E. If Engineer fails, through its own fault, to complete the performance required in this Agreement within the time set forth, as duly adjusted, then Owner shall be entitled, as its sole remedy, to the recovery of direct damages, if any, resulting from such failure. ARTICLE 4 – INVOICES AND PAYMENTS 4.01 Invoices A. Preparation and Submittal of Invoices: Engineer shall prepare invoices in accordance with its standard invoicing practices and the terms of Exhibit C. Engineer shall submit its invoices to Owner on a monthly basis. Invoices are due and payable within 35 days of receipt. 4.02 Payments A. Application to Interest and Principal: Payment will be credited first to any interest owed to Engineer and then to principal. B. Failure to Pay: If Owner fails to make any payment due Engineer for services and expenses within 30 days after receipt of Engineer’s invoice, then:            Page 3 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 1. amounts due Engineer will be increased at the rate of 1.0% per month (or the maximum rate of interest permitted by law, if less) from said thirtieth day; and 2. Engineer may, after giving seven days written notice to Owner, suspend services under this Agreement until Owner has paid in full all non-disputed amounts due for services, expenses, and other related charges. Owner waives any and all claims against Engineer for any such suspension. C. Disputed Invoices: If Owner contests an invoice, Owner shall promptly advise Engineer of the specific basis for doing so, may withhold only that portion so contested, and must pay the undisputed portion. D. Legislative Actions: If after the Effective Date any governmental entity takes a legislative action that imposes taxes, fees, or charges on Engineer’s services or compensation under this Agreement, then the Engineer may invoice such new taxes, fees, or charges as a Reimbursable Expense to which a factor of 1.0 shall be applied. Owner shall reimburse Engineer for the cost of such invoiced new taxes, fees, and charges; such reimbursement shall be in addition to the compensation to which Engineer is entitled under the terms of Exhibit C. ARTICLE 5 – OPINIONS OF COST 5.01 Opinions of Probable Construction Cost A. Engineer’s opinions of probable Construction Cost are to be made on the basis of Engineer’s experience and qualifications and represent Engineer’s best judgment as an experienced and qualified professional generally familiar with the construction industry. However, because Engineer has no control over the cost of labor, materials, equipment, or services furnished by others, or over contractors’ methods of determining prices, or over competitive bidding or market conditions, Engineer cannot and does not guarantee that proposals, bids, or actual Construction Cost will not vary from opinions of probable Construction Cost prepared by Engineer. If Owner requires greater assurance as to probable Construction Cost, Owner must employ an independent cost estimator as provided in Exhibit B. 5.02 Designing to Construction Cost Limit A. If a Construction Cost limit is established between Owner and Engineer, such Construction Cost limit and a statement of Engineer’s rights and responsibilities with respect thereto will be specifically set forth in Exhibit F, “Construction Cost Limit,” to this Agreement. 5.03 Opinions of Total Project Costs A. The services, if any, of Engineer with respect to Total Project Costs shall be limited to assisting the Owner in collating the various cost categories which comprise Total Project Costs. Engineer assumes no responsibility for the accuracy of any opinions of Total Project Costs.            Page 4 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. ARTICLE 6 – GENERAL CONSIDERATIONS 6.01 Standards of Performance A. Standard of Care: The standard of care for all professional engineering and related services performed or furnished by Engineer under this Agreement will be the care and skill ordinarily used by members of the subject profession practicing under similar circumstances at the same time and in the same locality. Engineer makes no warranties, express or implied, under this Agreement or otherwise, in connection with Engineer’s services. B. Technical Accuracy: Owner shall not be responsible for discovering deficiencies in the technical accuracy of Engineer’s services. Engineer shall correct deficiencies in technical accuracy without additional compensation, unless such corrective action is directly attributable to deficiencies in Owner-furnished information. C. Consultants: Engineer may employ such Consultants as Engineer deems necessary to assist in the performance or furnishing of the services, subject to reasonable, timely, and substantive objections by Owner. D. Reliance on Others: Subject to the standard of care set forth in Paragraph 6.01.A, Engineer and its Consultants may use or rely upon design elements and information ordinarily or customarily furnished by others, including, but not limited to, specialty contractors, manufacturers, suppliers, and the publishers of technical standards. E. Compliance with Laws and Regulations, and Policies and Procedures: 1. Engineer and Owner shall comply with applicable Laws and regulations. 2. Prior to the Effective Date, Owner provided to Engineer in writing any and all policies and procedures of Owner applicable to Engineer's performance of services under this Agreement. provided to Engineer in writing. Engineer shall comply with such policies and procedures, subject to the standard of care set forth in Paragraph 6.01.A, and to the extent compliance is not inconsistent with professional practice requirements. 3. This Agreement is based on Laws and Regulations and Owner-provided written policies and procedures as of the Effective Date. Changes after the Effective Date to these Laws and Regulations, or to Owner-provided written policies and procedures, may be the basis for modifications to Owner’s responsibilities or to Engineer’s scope of services, times of performance, or compensation. F. Engineer shall not be required to sign any documents, no matter by whom requested, that would result in the Engineer having to certify, guarantee, or warrant the existence of conditions whose existence the Engineer cannot ascertain. Owner agrees not to make resolution of any dispute with the Engineer or payment of any amount due to the Engineer in any way contingent upon the Engineer signing any such documents. G. The general conditions for any construction contract documents prepared hereunder are to be the “Standard General Conditions of the Construction Contract” as prepared by the Engineers Joint            Page 5 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. Contract Documents Committee (EJCDC C-700, 2007 Edition) unless both parties mutually agree to use other general conditions by specific reference in Exhibit J. H. Engineer shall not at any time supervise, direct, control, or have authority over any contractor work, nor shall Engineer have authority over or be responsible for the means, methods, techniques, sequences, or procedures of construction selected or used by any contractor, or the safety precautions and programs incident thereto, for security or safety at the Site, nor for any failure of a contractor to comply with Laws and Regulations applicable to such contractor’s furnishing and performing of its work. I. Engineer neither guarantees the performance of any Contractor nor assumes responsibility for any Contractor’s failure to furnish and perform the Work in accordance with the Contract Documents. J. Engineer shall not provide or have any responsibility for surety bonding or insurance-related advice, recommendations, counseling, or research, or enforcement of construction insurance or surety bonding requirements. K. Engineer shall not be responsible for the acts or omissions of any Contractor, Subcontractor, or Supplier, or of any of their agents or employees or of any other persons (except Engineer’s own agents, employees, and Consultants) at the Site or otherwise furnishing or performing any Work; or for any decision made regarding the Contract Documents, or any application, interpretation, or clarification, of the Contract Documents, other than those made by Engineer. L. While at the Site, Engineer's employees and representatives shall comply with the specific applicable requirements of Contractor's and Owner's safety programs of which Engineer has been informed in writing. 6.02 Design Without Construction Phase Services A. Engineer shall be responsible only for those Construction Phase services expressly required of Engineer in Exhibit A, Paragraph A1.05. With the exception of such expressly required services, Engineer shall have no design, Shop Drawing review, or other obligations during construction and Owner assumes all responsibility for the application and interpretation of the Contract Documents, review and response to Contractor claims, contract administration, processing Change Orders, revisions to the Contract Documents during construction, construction surety bonding and insurance requirements, construction observation and review, review of payment applications, and all other necessary Construction Phase engineering and professional services. Owner waives all claims against the Engineer that may be connected in any way to Construction Phase engineering or professional services except for those services that are expressly required of Engineer in Exhibit A, Paragraph A1.05. 6.03 Use of Documents A. The Owner acknowledges the Engineer’s construction documents, including all electronic files, as instruments of professional services. Nevertheless, the final construction documents, including all electronic files, prepared under this agreement shall become the property of the Owner upon completion of services and payment in full of all monies due to the Engineer. The Owner shall not reuse or make any modification to the construction documents without the prior written authorization of the Engineer. All Documents are            Page 6 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. instruments of service in respect to this Project, and Engineer shall retain an ownership and property interest therein (including the copyright and the right of reuse at the discretion of the Engineer) whether or not the Project is completed. Owner shall not rely in any way on any Document unless it is in printed form, signed or sealed by the Engineer or one of its Consultants. B. Either party to this Agreement may rely that data or information set forth on paper (also known as hard copies) that the party receives from the other party by mail, hand delivery, or facsimile, are the items that the other party intended to send. Files in electronic media format of text, data, graphics, or other types that are furnished by one party to the other are furnished only for convenience, not reliance by the receiving party. Any conclusion or information obtained or derived from such electronic files will be at the user’s sole risk. If there is a discrepancy between the electronic files and the hard copies, the hard copies govern. If the parties agree to other electronic transmittal procedures, such are set forth in Exhibit J. C. Because data stored in electronic media format can deteriorate or be modified inadvertently or otherwise without authorization of the data’s creator, the party receiving electronic files agrees that it will perform acceptance tests or procedures within 60 days, after which the receiving party shall be deemed to have accepted the data thus transferred. Any transmittal errors detected within the 60-day acceptance period will be corrected by the party delivering the electronic files. D. When transferring documents in electronic media format, the transferring party makes no representations as to long-term compatibility, usability, or readability of such documents resulting from the use of software application packages, operating systems, or computer hardware differing from those used by the documents’ creator. E. Owner may make and retain copies of Documents for information and reference in connection with use on the Project by Owner. Engineer grants Owner a limited license to use the Documents on the Project, extensions of the Project, and for related uses of the Owner, subject to receipt by Engineer of full payment for all services relating to preparation of the Documents and subject to the following limitations: (1) Owner acknowledges that such Documents are not intended or represented to be suitable for use on the Project unless completed by Engineer, or for use or reuse by Owner or others on extensions of the Project, on any other project, or for any other use or purpose, without written verification or adaptation by Engineer; (2) any such use or reuse, or any modification of the Documents, without written verification, completion, or adaptation by Engineer, as appropriate for the specific purpose intended, will be at Owner’s sole risk and without liability or legal exposure to Engineer or to its officers, directors, members, partners, agents, employees, and Consultants; (3) Owner shall indemnify and hold harmless Engineer and its officers, directors, members, partners, agents, employees, and Consultants from all claims, damages, losses, and expenses, including attorneys’ fees, arising out of or resulting from any use, reuse, or modification of the Documents without written verification, completion, or adaptation by Engineer; and (4) such limited license to Owner shall not create any rights in third parties. F. If Engineer at Owner’s request verifies the suitability of the Documents, completes them, or adapts them for extensions of the Project or for any other purpose, then Owner shall compensate Engineer at rates or in an amount to be agreed upon by Owner and Engineer. G. At completion of any survey services and upon payment of monies due the Engineer for those services, the Engineer shall provide the owner with all survey data and drawings, upon which it will become the property of the Owner.            Page 7 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. H. At completion of any traffic study services and upon payment of monies due the Engineer for those services, the Engineer shall provide the owner with all data and models, upon which it will become the property of the Owner. I. At completion of any geotechnical or material investigation services and upon payment of monies due the Engineer for those services, the Engineer shall provide the owner with all data, upon which it will become the property of the Owner. 6.04 Insurance A. Engineer shall procure and maintain insurance as set forth in Exhibit G, “Insurance.” Engineer shall cause Owner to be listed as an additional insured on any applicable general liability insurance policy carried by Engineer. B. Owner shall procure and maintain insurance as set forth in Exhibit G, “Insurance.” Owner shall cause Engineer and its Consultants to be listed as additional insureds on any general liability policies and as loss payees on any property insurance policies carried by Owner which are applicable to the Project. C. Owner shall require Contractor to purchase and maintain policies of insurance covering workers' compensation, general liability, property damage (other than to the Work itself), motor vehicle damage and injuries, and other insurance necessary to protect Owner's and Engineer's interests in the Project. Owner shall require Contractor to cause Engineer and its Consultants to be listed as additional insureds with respect to such liability and other insurance purchased and maintained by Contractor for the Project. D. Owner and Engineer shall each deliver to the Owner other certificates of insurance evidencing the coverages indicated in Exhibit G. Such certificates shall be furnished prior to commencement of Engineer’s services and at renewals thereafter during the life of the Agreement. E. All policies of property insurance relating to the Project shall contain provisions to the effect that Engineer’s and its Consultants’ interests are covered and that in the event of payment of any loss or damage the insurers will have no rights of recovery against Engineer or its Consultants, or any insureds, additional insureds, or loss payees thereunder. F. All policies of insurance shall contain a provision or endorsement that the coverage afforded will not be canceled or reduced in limits by endorsement, and that renewal will not be refused, until at least 30 days prior written notice has been given to Owner and Engineer and to each other additional insured (if any) to which a certificate of insurance has been issued. G. At any time, Owner may request that Engineer or its Consultants, at Owner’s sole expense, provide additional insurance coverage, increased limits, or revised deductibles that are more protective than those specified in Exhibit G. If so requested by Owner, and if commercially available, Engineer shall obtain and shall require its Consultants to obtain such additional insurance coverage, different limits, or revised deductibles for such periods of time as requested by Owner, and Exhibit G will be supplemented to incorporate these requirements. 6.05 Suspension and Termination A. Suspension:            Page 8 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 1. By Owner: Owner may suspend the Project for up to 90 days upon seven days written notice to Engineer. 2. By Engineer: Engineer may, after giving seven days written notice to Owner, suspend services under this Agreement if Engineer's performance has been substantially delayed through no fault of Engineer. B. Termination: The obligation to provide further services under this Agreement may be terminated: 1. For cause, a. By either party upon 30 days written notice in the event of substantial failure by the other party to perform in accordance with the terms hereof through no fault of the terminating party. b. By Engineer: 1) upon seven days written notice if Owner demands that Engineer furnish or perform services contrary to Engineer’s responsibilities as a licensed professional; or 2) upon seven days written notice if the Engineer’s services for the Project are delayed or suspended for more than 90 days for reasons beyond Engineer’s control. 3) Engineer shall have no liability to Owner on account of such termination. c. Notwithstanding the foregoing, this Agreement will not terminate under Paragraph 6.05.B.1.a if the party receiving such notice begins, within seven days of receipt of such notice, to correct its substantial failure to perform and proceeds diligently to cure such failure within no more than 30 days of receipt thereof; provided, however, that if and to the extent such substantial failure cannot be reasonably cured within such 30 day period, and if such party has diligently attempted to cure the same and thereafter continues diligently to cure the same, then the cure period provided for herein shall extend up to, but in no case more than, 60 days after the date of receipt of the notice. 2. For convenience, a. By Owner effective upon Engineer’s receipt of notice from Owner. C. Effective Date of Termination: The terminating party under Paragraph 6.05.B may set the effective date of termination at a time up to 30 days later than otherwise provided to allow Engineer to demobilize personnel and equipment from the Site, to complete tasks whose value would otherwise be lost, to prepare notes as to the status of completed and uncompleted tasks, and to assemble Project materials in orderly files. D. Payments Upon Termination:            Page 9 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 1. In the event of any termination under Paragraph 6.05, Engineer will be entitled to invoice Owner and to receive full payment for all services performed or furnished in accordance with this Agreement and all Reimbursable Expenses incurred through the effective date of termination. Upon making such payment, Owner shall have the limited right to the use of Documents, at Owner’s sole risk, subject to the provisions of Paragraph 6.03.E. 2. In the event of termination by Owner for convenience or by Engineer for cause, Engineer shall be entitled, in addition to invoicing for those items identified in Paragraph 6.05.D.1, to invoice Owner and to payment of a reasonable amount for services and expenses directly attributable to termination, both before and after the effective date of termination, such as reassignment of personnel, costs of terminating contracts with Engineer’s Consultants, and other related close-out costs, using methods and rates for Additional Services as set forth in Exhibit C. 6.06 Controlling Law A. This Agreement is to be governed by the law of the state or jurisdiction in which the Project is located. 6.07 Successors, Assigns, and Beneficiaries A. Owner and Engineer are hereby bound and the successors, executors, administrators, and legal representatives of Owner and Engineer (and to the extent permitted by Paragraph 6.07.B the assigns of Owner and Engineer) are hereby bound to the other party to this Agreement and to the successors, executors, administrators and legal representatives (and said assigns) of such other party, in respect of all covenants, agreements, and obligations of this Agreement. B. Neither Owner nor Engineer may assign, sublet, or transfer any rights under or interest (including, but without limitation, moneys that are due or may become due) in this Agreement without the written consent of the other, except to the extent that any assignment, subletting, or transfer is mandated or restricted by law. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement. C. Unless expressly provided otherwise in this Agreement: 1. Nothing in this Agreement shall be construed to create, impose, or give rise to any duty owed by Owner or Engineer to any Contractor, Subcontractor, Supplier, other individual or entity, or to any surety for or employee of any of them. 2. All duties and responsibilities undertaken pursuant to this Agreement will be for the sole and exclusive benefit of Owner and Engineer and not for the benefit of any other party. 3. Owner agrees that the substance of the provisions of this Paragraph 6.07.C shall appear in the Contract Documents.            Page 10 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 6.08 Dispute Resolution A. Owner and Engineer agree to negotiate all disputes between them in good faith for a period of 30 days from the date of notice prior to invoking the procedures of Exhibit H or other provisions of this Agreement, or exercising their rights under law. B. If the parties fail to resolve a dispute through negotiation under Paragraph 6.08.A, then either or both may invoke the procedures of Exhibit H. If Exhibit H is not included, or if no dispute resolution method is specified in Exhibit H, then the parties may exercise their rights under law. 6.09 Environmental Condition of Site A. Owner has disclosed to Engineer in writing the existence of all known and suspected Asbestos, PCBs, Petroleum, Hazardous Waste, Radioactive Material, hazardous substances, and other Constituents of Concern located at or near the Site, including type, quantity, and location. B. Owner represents to Engineer that to the best of its knowledge no Constituents of Concern, other than those disclosed in writing to Engineer, exist at the Site. C. If Engineer encounters or learns of an undisclosed Constituent of Concern at the Site, then Engineer shall notify (1) Owner and (2) appropriate governmental officials if Engineer reasonably concludes that doing so is required by applicable Laws or Regulations. D. It is acknowledged by both parties that Engineer’s scope of services does not include any services related to Constituents of Concern. If Engineer or any other party encounters an undisclosed Constituent of Concern, or if investigative or remedial action, or other professional services, are necessary with respect to disclosed or undisclosed Constituents of Concern, then Engineer may, at its option and without liability for consequential or any other damages, suspend performance of services on the portion of the Project affected thereby until Owner: (1) retains appropriate specialist consultants or contractors to identify and, as appropriate, abate, remediate, or remove the Constituents of Concern; and (2) warrants that the Site is in full compliance with applicable Laws and Regulations. E. If the presence at the Site of undisclosed Constituents of Concern adversely affects the performance of Engineer’s services under this Agreement, then the Engineer shall have the option of (1) accepting an equitable adjustment in its compensation or in the time of completion, or both; or (2) terminating this Agreement for cause on 30 days notice. F. Owner acknowledges that Engineer is performing professional services for Owner and that Engineer is not and shall not be required to become an "owner" “arranger,” “operator,” “generator,” or “transporter” of hazardous substances, as defined in the Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA), as amended, which are or may be encountered at or near the Site in connection with Engineer’s activities under this Agreement. 6.10 Indemnification and Mutual Waiver A. Indemnification by Engineer: To the fullest extent permitted by law, Engineer shall indemnify and hold harmless Owner, and Owner’s officers, directors, members, partners, agents, consultants, and employees from reasonable claims, costs, losses, and damages arising out of or relating to the            Page 11 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. Project, provided that any such claim, cost, loss, or damage is attributable to bodily injury, sickness, disease, or death, or to injury to or destruction of tangible property (other than the Work itself), including the loss of use resulting therefrom, but only to the extent caused by any negligent act or omission of Engineer or Engineer’s officers, directors, members, partners, agents, employees, or Consultants. This indemnification provision is subject to and limited by the provisions, if any, agreed to by Owner and Engineer in Exhibit I, “Limitations of Liability." B. Indemnification by Owner: Owner shall indemnify and hold harmless Engineer and its officers, directors, members, partners, agents, employees, and Consultants as required by Laws and Regulations and to the extent (if any) required in Exhibit I, Limitations of Liability. C. Environmental Indemnification: To the fullest extent permitted by law, Owner shall indemnify and hold harmless Engineer and its officers, directors, members, partners, agents, employees, and Consultants from and against any and all claims, costs, losses, and damages (including but not limited to all fees and charges of engineers, architects, attorneys and other professionals, and all court, arbitration, or other dispute resolution costs) caused by, arising out of, relating to, or resulting from a Constituent of Concern at, on, or under the Site, provided that (1) any such claim, cost, loss, or damage is attributable to bodily injury, sickness, disease, or death, or to injury to or destruction of tangible property (other than the Work itself), including the loss of use resulting therefrom, and (2) nothing in this paragraph shall obligate Owner to indemnify any individual or entity from and against the consequences of that individual's or entity's own negligence or willful misconduct. D. Percentage Share of Negligence: To the fullest extent permitted by law, a party’s total liability to the other party and anyone claiming by, through, or under the other party for any cost, loss, or damages caused in part by the negligence of the party and in part by the negligence of the other party or any other negligent entity or individual, shall not exceed the percentage share that the party’s negligence bears to the total negligence of Owner, Engineer, and all other negligent entities and individuals. E. Mutual Waiver: To the fullest extent permitted by law, Owner and Engineer waive against each other, and the other’s employees, officers, directors, members, agents, insurers, partners, and consultants, any and all claims for or entitlement to special, incidental, indirect, or consequential damages arising out of, resulting from, or in any way related to the Project. 6.11 Miscellaneous Provisions A. Notices: Any notice required under this Agreement will be in writing, addressed to the appropriate party at its address on the signature page and given personally, by facsimile, by registered or certified mail postage prepaid, or by a commercial courier service. All notices shall be effective upon the date of receipt. B. Survival: All express representations, waivers, indemnifications, and limitations of liability included in this Agreement will survive its completion or termination for any reason. C. Severability: Any provision or part of the Agreement held to be void or unenforceable under any Laws or Regulations shall be deemed stricken, and all remaining provisions shall continue to be valid and binding upon Owner and Engineer, which agree that the Agreement shall be reformed to            Page 12 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. replace such stricken provision or part thereof with a valid and enforceable provision that comes as close as possible to expressing the intention of the stricken provision. D. Waiver: A party’s non-enforcement of any provision shall not constitute a waiver of that provision, nor shall it affect the enforceability of that provision or of the remainder of this Agreement. E. Accrual of Claims: To the fullest extent permitted by law, all causes of action arising under this Agreement shall be deemed to have accrued, and all statutory periods of limitation shall commence, no later than the date of Substantial Completion. ARTICLE 7 – DEFINITIONS 7.01 Defined Terms A. Wherever used in this Agreement (including the Exhibits hereto) terms (including the singular and plural forms) printed with initial capital letters have the meanings indicated in the text above, in the exhibits, or in the following provisions: 1. Additional Services – The services to be performed for or furnished to Owner by Engineer in accordance with Part 2 of Exhibit A of this Agreement. 2. Agreement – This written contract for professional services between Owner and Engineer, including all exhibits identified in Paragraph 8.01 and any duly executed amendments. 3. Asbestos – Any material that contains more than one percent asbestos and is friable or is releasing asbestos fibers into the air above current action levels established by the United States Occupational Safety and Health Administration. 4. Basic Services – The services to be performed for or furnished to Owner by Engineer in accordance with Part 1 of Exhibit A of this Agreement. 5. Construction Contract – The entire and integrated written agreement between Owner and Contractor concerning the Work. 6. Construction Cost – The cost to Owner of those portions of the entire Project designed or specified by Engineer. Construction Cost does not include costs of services of Engineer or other design professionals and consultants; cost of land or rights-of-way, or compensation for damages to properties; Owner’s costs for legal, accounting, insurance counseling or auditing services; interest or financing charges incurred in connection with the Project; or the cost of other services to be provided by others to Owner pursuant to Exhibit B of this Agreement. Construction Cost is one of the items comprising Total Project Costs. 7. Constituent of Concern – Any substance, product, waste, or other material of any nature whatsoever (including, but not limited to, Asbestos, Petroleum, Radioactive Material, and PCBs) which is or becomes listed, regulated, or addressed pursuant to (a) the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C. §§9601 et seq. (“CERCLA”); (b) the Hazardous Materials Transportation Act, 49 U.S.C.            Page 13 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. §§1801 et seq.; (c) the Resource Conservation and Recovery Act, 42 U.S.C. §§6901 et seq. (“RCRA”); (d) the Toxic Substances Control Act, 15 U.S.C. §§2601 et seq.; (e) the Clean Water Act, 33 U.S.C. §§1251 et seq.; (f) the Clean Air Act, 42 U.S.C. §§7401 et seq.; and (g) any other federal, state, or local statute, law, rule, regulation, ordinance, resolution, code, order, or decree regulating, relating to, or imposing liability or standards of conduct concerning, any hazardous, toxic, or dangerous waste, substance, or material. 8. Consultants – Individuals or entities having a contract with Engineer to furnish services with respect to this Project as Engineer’s independent professional associates and consultants; subcontractors; or vendors. 9. Contract Documents – Those items so designated in the Construction Contract, including the Drawings, Specifications, construction agreement, and general and supplementary conditions. Only printed or hard copies of the items listed in the Construction Contract are Contract Documents. Approved Shop Drawings, other Contractor submittals, and the reports and drawings of subsurface and physical conditions are not Contract Documents. 10. Contractor – The entity or individual with which Owner has entered into a Construction Contract. 11. Documents – Data, reports, Drawings, Specifications, Record Drawings, and other deliverables, whether in printed or electronic media format, provided or furnished in appropriate phases by Engineer to Owner pursuant to this Agreement. 12. Drawings – That part of the Contract Documents prepared or approved by Engineer which graphically shows the scope, extent, and character of the Work to be performed by Contractor. Shop Drawings are not Drawings as so defined. 13. Effective Date – The date indicated in this Agreement on which it becomes effective, but if no such date is indicated, the date on which this Agreement is signed and delivered by the last of the parties to sign and deliver. 14. Engineer – The individual or entity named as such in this Agreement. 15. Hazardous Waste – The term Hazardous Waste shall have the meaning provided in Section 1004 of the Solid Waste Disposal Act (42 USC Section 6903) as amended from time to time. 16. Laws and Regulations; Laws or Regulations – Any and all applicable laws, rules, regulations, ordinances, codes, and orders of any and all governmental bodies, agencies, authorities, and courts having jurisdiction. 17. Owner – The individual or entity with which Engineer has entered into this Agreement and for which the Engineer's services are to be performed. Unless indicated otherwise, this is the same individual or entity that will enter into any Construction Contracts concerning the Project. 18. PCBs – Polychlorinated biphenyls.            Page 14 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 19. Petroleum – Petroleum, including crude oil or any fraction thereof which is liquid at standard conditions of temperature and pressure (60 degrees Fahrenheit and 14.7 pounds per square inch absolute), such as oil, petroleum, fuel oil, oil sludge, oil refuse, gasoline, kerosene, and oil mixed with other non-hazardous waste and crude oils. 20. Project – The total construction of which the Work to be performed under the Contract Documents may be the whole, or a part. 21. Radioactive Material – Source, special nuclear, or byproduct material as defined by the Atomic Energy Act of 1954 (42 USC Section 2011 et seq.) as amended from time to time. 22. Record Drawings – Drawings depicting the completed Project, prepared by Engineer as an Additional Service and based solely on Contractor's record copy of all Drawings, Specifications, addenda, change orders, work change directives, field orders, and written interpretations and clarifications, as delivered to Engineer and annotated by Contractor to show changes made during construction. 23. Reimbursable Expenses – The expenses incurred directly by Engineer in connection with the performing or furnishing of Basic and Additional Services for the Project. 24. Resident Project Representative – The authorized representative of Engineer assigned to assist Engineer at the Site during the Construction Phase. As used herein, the term Resident Project Representative or "RPR" includes any assistants or field staff of Resident Project Representative agreed to by Owner. The duties and responsibilities of the Resident Project Representative, if any, are as set forth in Exhibit D. 25. Samples – Physical examples of materials, equipment, or workmanship that are representative of some portion of the Work and which establish the standards by which such portion of the Work will be judged. 26. Shop Drawings – All drawings, diagrams, illustrations, schedules, and other data or information which are specifically prepared or assembled by or for Contractor and submitted by Contractor to illustrate some portion of the Work. 27. Site – Lands or areas to be indicated in the Contract Documents as being furnished by Owner upon which the Work is to be performed, including rights-of-way and easements for access thereto, and such other lands furnished by Owner which are designated for the use of Contractor. 28. Specifications – That part of the Contract Documents consisting of written technical descriptions of materials, equipment, systems, standards, and workmanship as applied to the Work and certain administrative details applicable thereto. 29. Subcontractor – An individual or entity having a direct contract with Contractor or with any other Subcontractor for the performance of a part of the Work at the Site. 30. Substantial Completion – The time at which the Work (or a specified part thereof) has progressed to the point where, in the opinion of Engineer, the Work (or a specified part thereof) is sufficiently complete, in accordance with the Contract Documents, so that the            Page 15 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. Work (or a specified part thereof) can be utilized for the purposes for which it is intended. The terms “substantially complete” and “substantially completed” as applied to all or part of the Work refer to Substantial Completion thereof. 31. Supplier – A manufacturer, fabricator, supplier, distributor, materialman, or vendor having a direct contract with Contractor or with any Subcontractor to furnish materials or equipment to be incorporated in the Work by Contractor or Subcontractor. 32. Total Project Costs – The sum of the Construction Cost, allowances for contingencies, and the total costs of services of Engineer or other design professionals and consultants, together with such other Project-related costs that Owner furnishes for inclusion, including but not limited to cost of land, rights-of-way, compensation for damages to properties, Owner’s costs for legal, accounting, insurance counseling and auditing services, interest and financing charges incurred in connection with the Project, and the cost of other services to be provided by others to Owner pursuant to Exhibit B of this Agreement. 33. Work – The entire construction or the various separately identifiable parts thereof required to be provided under the Contract Documents. Work includes and is the result of performing or providing all labor, services, and documentation necessary to produce such construction, and furnishing, installing, and incorporating all materials and equipment into such construction, all as required by the Contract Documents. ARTICLE 8 – EXHIBITS AND SPECIAL PROVISIONS 8.01 Exhibits Included: A. Exhibit A, Engineer’s Services. B. Exhibit B, Owner’s Responsibilities. C. Exhibit C, Payments to Engineer for Services and Reimbursable Expenses. D. Exhibit D, Duties, Responsibilities and Limitations of Authority of Resident Project Representative. NOT INCLUDED E. Exhibit E, Notice of Acceptability of Work. F. Exhibit F, Construction Cost Limit. NOT INCLUDED G. Exhibit G, Insurance. H. Exhibit H, Dispute Resolution. NOT INCLUDED I. Exhibit I, Limitations of Liability. J. Exhibit J, Special Provisions. NOT INCLUDED K. Exhibit K, Amendment to Owner-Engineer Agreement. NOT INCLUDED            Page 16 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 8.02 Total Agreement: A. This Agreement, (together with the exhibits identified above) constitutes the entire agreement between Owner and Engineer and supersedes all prior written or oral understandings. This Agreement may only be amended, supplemented, modified, or canceled by a duly executed written instrument based on the format of Exhibit K to this Agreement. 8.03 Designated Representatives: A. With the execution of this Agreement, Engineer and Owner shall designate specific individuals to act as Engineer’s and Owner’s representatives with respect to the services to be performed or furnished by Engineer and responsibilities of Owner under this Agreement. Such an individual shall have authority to transmit instructions, receive information, and render decisions relative to the Project on behalf of the respective party whom the individual represents. 8.04 Engineer's Certifications: A. Engineer certifies that it has not engaged in corrupt, fraudulent, or coercive practices in competing for or in executing the Agreement. For the purposes of this Paragraph 8.04: 1. "corrupt practice" means the offering, giving, receiving, or soliciting of any thing of value likely to influence the action of a public official in the selection process or in the Agreement execution; 2. "fraudulent practice" means an intentional misrepresentation of facts made (a) to influence the selection process or the execution of the Agreement to the detriment of Owner, or (b) to deprive Owner of the benefits of free and open competition; 3. "coercive practice" means harming or threatening to harm, directly or indirectly, persons or their property to influence their participation in the selection process or affect the execution of the Agreement.            Page 17 EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. IN WITNESS WHEREOF, the parties hereto have executed this Agreement, the Effective Date of which is indicated on page 1. Owner: Engineer: City of South Bend, Indiana Board of Public Works American Structurepoint, Inc. By: By: Title: Gary A. Gilot, President Title: Cash E. Canfield, Chief Operating Officer By: Title: Elizabeth A. Maradik, Member By: Title: Therese J. Dorau, Member By: Title: Laura L. O’Sullivan, Member By: Title: Suzanna M. Fritzberg, Member Attest: Title: Linda Martin, Clerk Date: Date: Engineer License or Firm's Certificate No. State of: Address for giving notices: Address for giving notices: 227 West Jefferson Boulevard South Bend, Indiana 46601 9025 River Road, Suite 200 Indianapolis, Indiana 46240 Designated Representative (Paragraph 8.03.A): Designated Representative (Paragraph 8.03.A): Kara M. Boyles, Ph.D., P.E. Robert S. Bray, AIA, NCARB, LEED AP BD+C Title: City Engineer Title: Senior Project Manager/Commercial Practice Leader Phone Number: (574) 235-5933 Phone Number: 317/547-5580 Facsimile Number: (574) 235-9171 Facsimile Number: 317/543-0270 E-Mail Address:kboyles@southbendin.gov E-Mail Address: rbray@structurepoint.com             December 12, 2023 Page 1 (Exhibit A – Engineer’s Services) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. This is EXHIBIT A, consisting of six (6) pages, referred to in and part of the Agreement between Owner and Engineer for Professional Services dated , . Engineer’s Services Article 1 of the Agreement is supplemented to include the following agreement of the parties. Engineer shall provide Basic and Additional Services as set forth below. PART 1 – BASIC SERVICES A1.01 Architectural/Interior Design Schematic Design (estimated at approximately eight (8) weeks after owner review and approval of programming and conceptual design services) A. Prepare schematic level documents to illustrate the design of the building. Documents will include the following: 1. Floor plans 2. Typical room layouts 3. Building elevations (street elevation) 4. One (1) rendered image of the one-stop shop on the first floor for approval by the City 5. Furniture selection images B. Attend biweekly virtual coordination meetings with City and design team. C. Attend final schematic design review meeting in-person with the Deputy Director of Public Works, Jitin Kain, and the Director of Public Works, Eric Horvath. The Design Development phase is estimated to begin within four (4) weeks of completion of the Schematic Design phase once approval of the SD package is received from the Deputy Director of Public Works, Jitin Kain. Elevator Replacement Bid Documents (estimated at approximately six (6) weeks after the MEP/FP and Low Voltage building system surveys have been completed) A. Prepare a Revit model for coordination with other disciplines and deliver the following: 1. Demolition plans and details related to the elevator shaft(s) and equipment room 2. New work plans showing the extent of work required to replace two (2) existing elevators 3. New work details required to upgrade/replace existing elevators B. Provide specification sections applicable to elevator replacement and as provided by City as required for public bidding. C. Attend biweekly virtual coordination meetings with City and design team.            Page 2 (Exhibit A – Engineer’s Services) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. D. Attend bid document review meeting with City virtually. E. Construction Administration Phase 1. Address comments received during preliminary reviews with the authorities having jurisdiction (AHJ). 2. Prepare electronic submittal to Indiana Department of Homeland Security (State) and City of South Bend (City) as the AHJ. GC/CM to coordinate permit issuance and filing/review fees associated once AHJ has formally approved project. 3. Attend virtual pre-construction conference to establish protocol with South Bend and selected General Contractor (GC). 4. Review shop drawings and material selections submittals for the portion of work designed and specified by American Structurepoint. Review of submittals shall be for general conformance with the information given and design concept expressed in the Contract Documents. We will review submittals up to two (2) times for conformance with design. Additional reviews may be requested by the Owner or General Contractor as an additional service. Submittals will be reviewed within ten (10) business days of receipt unless noted otherwise. 5. Prepare documentation regarding clarifications, additional instructions, and changes to the work as construction progresses. Requests for information will be reviewed within five (5) business days of receipt unless noted otherwise. 6. Make one (1) site visit to observe and become generally familiar with the quality and the progress of the construction work relative to elements designed and specified by Engineer. 7. Issue one (1) punch list from the final job-site visit. Once the punch list has been completed, a certificate of substantial completion will be issued to the AHJ to allow use of the two (2) elevators. Punch list or deficient items with any associated costs can be attached to the substantial completion document. 8. At the Owner’s request, provide Record Drawings as an additional service incorporating the design elements prepared by American Structurepoint. (Note: Record Drawings are not considered “As-Built” drawings. Preparation of “As- Built” drawings is the responsibility of the Construction Manager or General Contractor. Building Assessment (estimated at approximately eight (8) weeks after owner review and approval of programming and conceptual design services) A. We will conduct short interviews of key personnel during the site visit to discuss major systems and component repairs/replacements completed, ongoing, and programmed for the building as well as any areas of concern. B. A single site visit consisting of a walk-through survey will be conducted and will consist of the following:            Page 3 (Exhibit A – Engineer’s Services) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 1. Visual assessment of property site components to include drainage, flatwork, and landscaping. 2. Visual assessment of the structural integrity or major framing components of the building. 3. Visual assessment of the architectural components of the building including, roof, building envelope, interior finishes, and restrooms. A1.02 Structural Engineering The structural scope of work for the project will be as follows: A. A structural allowance for general coordination and meetings to discuss potential structural solutions to various proposed renovation concepts. B. No sealed structural design documents will be required. C. Structural scope excludes modifications to the existing structure. If structural modifications are found to be required as the design progresses, we will coordinate with you to define the necessary extent and type of structural effort required. Because this scope of work cannot be accurately defined at this stage, we will provide you with an updated scope and fee for your review and approval prior to proceeding. A1.03 Landscape Architecture Schematic Design and Design Development A. Attend internal kickoff meeting to set goals and timeline B. Provide layout drawings and product cut sheets for up to three (3) options of site improvements including: site furnishings, planters, finishes, and entry pavement improvements. C. Attend up to two (2) virtual client meetings to discuss options and refine to preferred alternative. Construction Documents A. Attend up to two (2) virtual coordination meetings. B. Provide construction documents for entry area site improvements and pavement improvements at up to two (2) review intervals. C. Provide technical specifications for site improvements and pavement improvements at up to two (2) review intervals. D. Provide final bid documents for site improvements. Construction Administration A. Landscape Architect will anticipate attending any pre-bid or pre-construction meetings virtually, as necessary. B. All RFIs and contractor inquiries will be addressed as requested and submittals will be reviewed and approved, as necessary.            Page 4 (Exhibit A – Engineer’s Services) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. C. Final site walkthrough and punch list will be created at the Owner’s direction. This may be performed at substantial completion or as a one-year warranty review but will include photographed documentation of any concerns or final needs to be corrected by the contractor. D. LA will be available during construction to review and reply to RFIs, and/or product submittals. A1.04 Mechanical/Plumbing and Electrical Engineer will engage Advanced Engineering Consultants (AEC) as the MEP design engineer based upon the attached proposal. A1.05 Low Voltage Engineer will engage Korda/Nemeth Engineering, Inc. as the Low Voltage design engineer based upon the attached proposal. A1.06 Cost Estimating Engineer will engage Blundall Associates, Inc. to provide Opinions of Probable Cost at the conclusion of Schematic Design and the conclusion of Design Development based on the attached proposal. PART 2 – PROJECT SCHEDULE A detailed project schedule will be developed based on the Owner’s review process along with the timing of SBCSC’s relocation to another facility. Since this project will have multiple phases and submittals, the overall schedule may be impacted by the response time of the city and state agencies. Initial understanding is that SBCSC plans to move out by June 2024, so ideally CDs would be ready to bid and award by that time. That would allow renovation work to commence mid-year 2024 with that scope of work to be determined, but the City would envision being able to move into the facility in the summer of 2025. PART 3 – ADDITIONAL SERVICES A3.01 Additional Services Requiring Owner’s Written Authorization A. If authorized in writing by Owner, Engineer shall furnish or obtain from others Additional Services of the types listed below. 1. Services resulting from participation in a peer review process, other than the requirements requested by the owner. 2. Services resulting from changes of scope or magnitude of the project as described above and/or services resulting from changes made after the drawings are substantially complete. 3. Services resulting from corrections or revisions required because of errors or omissions in construction by the contractor or from change orders resulting from requests by the owner.            Page 5 (Exhibit A – Engineer’s Services) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 4. Additional site visits in excess of the quantity listed above. 5. Preparation of color renderings or models beyond those included in the scope of services. 6. Preparation of exhibits for site or building variances or attendance at meetings and public hearings for such variances 7. Preparation of exhibits for zoning hearings or variances or attendance at meetings and/or hearings for such variances 8. Review and design of alternate or substitute systems 9. Design or field observation of shoring and bracing for excavations and buildings or underpinning of adjacent structures. 10. Design of supports for mechanical, electrical, plumbing, or fire protection elements, other than the main ceiling grid support system. 11. Design of pile-supported or other non-conventional foundation systems 12. Special inspection services 13. Design, detailing, and shop drawing preparation of light-gauge metal framing components, assemblies, and connections. (These items are assumed to be performance specification items designed by the supplier.) 14. Analysis of floor slabs or framing systems for temporary or construction loads, such as lift trucks, vehicle loads, etc., other than defined above 15. Any additional on-site or off-site topographic or utility survey, ALTA/ACSM land title survey, boundary surveys, primary or secondary platting, land acquisition or appraisal services, tree survey, private utility locates, construction staking, easement, or right-of-way descriptions and/or exhibits, easement vacations, and as-built surveys. 16. Studies: Phase I or Phase II Environmental Site Assessment, environmental impact report, asbestos survey, traffic impact study, traffic signal warrant analysis, geotechnical investigations and reports, soil borings, materials testing, endangered species reports, etc. 17. Tree preservation plans, site lighting/photometric plans, signage plans, retaining walls, amenity plans, and exterior architectural features design. 18. Phased construction plans, preparation of opinion of probable construction cost, earthwork calculations, construction observation, and owner’s representative services, except as defined above 19. Sanitary sewer or storm sewer lift station design, sanitary sewer plan/profile, or water main plan/profile 20. Off-site infrastructure improvement plans or details (road, sewer, water, sanitary, utility, or drainage), bridge construction plans, any unforeseen utility relocation plans, or major improvements to public roads, such as adding or reconfiguring turning lanes and traffic control devices.            Page 6 (Exhibit A – Engineer’s Services) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 21. Wetlands or “waters of the US” assessment, delineation, or mitigation design and submittal to USACE (Section 404) and state environmental agencies, or floodplain or floodway analysis, modeling, and submittals to state water resource agencies and FEMA PART 4 – CLARIFICATIONS, ASSUMPTIONS, AND OWNER PROVIDED ITEMS Engineer has assumed the following: A. No variances or annexations will be required for the project. B. The Owner will make all presentations for public hearings. Engineer will provide technical assistance as noted in the scope of services above. C. Any title work that may be required will be provided by the Owner. D. We shall have no responsibility for oversight or supervision of the contractors or their employees, for the means and methods of construction, or for the safety of persons on or off the job site. We shall have no responsibility to inspect for, or remove, hazardous materials. E. The project is to be executed using the design-bid-build delivery method. F. Building Information Modeling (“BIM” using Autodesk Revit software), if used, will be utilized only during the design phase for project coordination and production of permit and construction documents. The final deliverable will be printed (paper) plans and details. G. Amenities such as site lighting, signage, dumpster enclosures, mechanical enclosures, monuments, or significant features will be designed by others. Engineer can assist in coordinating these items or provide additional design services to complete them. H. Engineer is not responsible for any fees related to permitting or utility services, including permit fees, application fees, tap fees, inspection fees, usage fees, interceptor fees, etc., unless specifically noted herein. If requested, Engineer may prepare fee estimates based on the available information and our experience. However, the owner acknowledges that these fees are estimates and the municipality or utility company will prepare the actual fees. The Owner will be responsible for all permitting and utility fees that may be required. I. The site has no environmental issues, and no wetland/stream permitting is required. J. Water, sanitary, storm sewer, and other utilities are available at the property, and thus no off-site utility extensions will be required. K. Geotechnical, environmental, or material testing services and reports required to design and construct the project are to be provided by the owner/client (including, but not limited to pavement design recommendations). L. For the purposes of this proposal, we have assumed cast-in-place concrete construction with limited elements of structural steel. M. Foundations are existing to remain.            Page 1 (Exhibit B – Owner's Responsibilities) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. This is EXHIBIT B, consisting of three (3) pages, referred to in and part of the Agreement between Owner and Engineer for Professional Services dated , . Owner’s Responsibilities Article 2 of the Agreement is supplemented to include the following agreement of the parties. B2.01 In addition to other responsibilities of Owner as set forth in this Agreement, Owner shall at its expense: A. Provide Engineer with all criteria and full information as to Owner’s requirements for the Project, including design objectives and constraints, space, capacity and performance requirements, flexibility, and expandability, and any budgetary limitations; and furnish copies of all design and construction standards which Owner will require to be included in the Drawings and Specifications; and furnish copies of Owner’s standard forms, conditions, and related documents for Engineer to include in the Bidding Documents, when applicable. B. Furnish to Engineer any other available information pertinent to the Project including reports and data relative to previous designs, or investigation at or adjacent to the Site. C. Following Engineer’s assessment of initially-available Project information and data and upon Engineer’s request, furnish or otherwise make available such additional Project related information and data as is reasonably required to enable Engineer to complete its Basic and Additional Services. Such additional information or data would generally include the following: 1. Property descriptions. 2. Zoning, deed, and other land use restrictions. 3. Property, boundary, easement, right-of-way, and other special surveys or data, including establishing relevant reference points. 4. Explorations and tests of subsurface conditions at or contiguous to the Site, drawings of physical conditions relating to existing surface or subsurface structures at the Site, or hydrographic surveys, with appropriate professional interpretation thereof. 5. Environmental assessments, audits, investigations, and impact statements, and other relevant environmental or cultural studies as to the Project, the Site, and adjacent areas. 6. Data or consultations as required for the Project but not otherwise identified in the Agreement or the Exhibits thereto. D. Give prompt written notice to Engineer whenever Owner observes or otherwise becomes aware of the presence at the Site of any Constituent of Concern, or of any other development that affects the scope or time of performance of Engineer’s services, or any defect or nonconformance in Engineer’s services, the Work, or in the performance of any Contractor.            Page 2 (Exhibit B – Owner's Responsibilities) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. E. Authorize Engineer to provide Additional Services as set forth in Part 2 of Exhibit A of the Agreement as required. F. Arrange for safe access to and make all provisions for Engineer to enter upon public and private property as required for Engineer to perform services under the Agreement. G. Examine all alternate solutions, studies, reports, sketches, Drawings, Specifications, proposals, and other documents presented by Engineer (including obtaining advice of an attorney, insurance counselor, and other advisors or consultants as Owner deems appropriate with respect to such examination) and render in writing timely decisions pertaining thereto. H. Provide reviews, approvals, and permits from all governmental authorities having jurisdiction to approve all phases of the Project designed or specified by Engineer and such reviews, approvals, and consents from others as may be necessary for completion of each phase of the Project. I. Recognizing and acknowledging that Engineer's services and expertise do not include the following services, provide, as required for the Project: 1. Accounting, bond and financial advisory, independent cost estimating, and insurance counseling services. 2. Legal services with regard to issues pertaining to the Project as Owner requires, Contractor raises, or Engineer reasonably requests. 3. Such auditing services as Owner requires to ascertain how or for what purpose Contractor has used the moneys paid. J. Place and pay for advertisement for Bids in appropriate publications. K. Advise Engineer of the identity and scope of services of any independent consultants employed by Owner to perform or furnish services in regard to the Project, including, but not limited to, cost estimating, project peer review, value engineering, and constructibility review. L. Furnish to Engineer data as to Owner’s anticipated costs for services to be provided by others (including, but not limited to, accounting, bond and financial, independent cost estimating, insurance counseling, and legal advice) for Owner so that Engineer may assist Owner in collating the various cost categories which comprise Total Project Costs. M. If Owner designates a construction manager or an individual or entity other than, or in addition to, Engineer to represent Owner at the Site, define and set forth as an attachment to this Exhibit B the duties, responsibilities, and limitations of authority of such other party and the relation thereof to the duties, responsibilities, and authority of Engineer. N. If more than one prime contract is to be awarded for the Work designed or specified by Engineer, designate a person or entity to have authority and responsibility for coordinating the activities among the various prime Contractors, and define and set forth the duties, responsibilities, and limitations of authority of such individual or entity and the relation thereof to the duties,            Page 3 (Exhibit B – Owner's Responsibilities) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. responsibilities, and authority of Engineer as an attachment to this Exhibit B that is to be mutually agreed upon and made a part of this Agreement before such services begin. O. Attend the pre-bid conference, bid opening, pre-construction conferences, construction progress and other job related meetings, and Substantial Completion and final payment visits to the Project. P. Provide the services of an independent testing laboratory to perform all inspections, tests, and approvals of samples, materials, and equipment required by the Contract Documents, or to evaluate the performance of materials, equipment, and facilities of Owner, prior to their incorporation into the Work with appropriate professional interpretation thereof. Q. Provide Engineer with the findings and reports generated by the entities providing services to Owner pursuant to this paragraph. R. Inform Engineer in writing of any specific requirements of safety or security programs that are applicable to Engineer, as a visitor to the Site.            Page 1 Exhibit C ––Compensation Packet BC-1: Basic Services (other than RPR) – Lump Sum Method of Payment EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. SUGGESTED FORMAT (for use with E-500, 2008 Edition) This is EXHIBIT C, consisting of two (2) pages, referred to in and part of the Agreement between Owner and Engineer for Professional Services dated , . Payments to Engineer for Services and Reimbursable Expenses COMPENSATION PACKET BC-1: Basic Services – Lump Sum Article 2 of the Agreement is supplemented to include the following agreement of the parties: ARTICLE 2 – OWNER’S RESPONSIBILITIES C2.01 Compensation for Basic Services (other than Resident Project Representative) – Lump Sum Method of Payment A.Owner shall pay Engineer for Basic Services set forth in Exhibit A as follows: 1.A Lump Sum amount of $135,220 based on the following estimated distribution of compensation: a.Architectural & Interior Design Services $69,500 Code Consultant Analysis/Summary Review Services $3,800 Schematic Design Package $34,500 Elevator Replacement Bid Package $25,000 Building Assessment $6,200 b.Structural Services $13,200 c.Landscape Architecture Services $9,500 d.Mechanical, Plumbing, Fire Protection, & Electrical Services $ 15,700 e.Low Voltage Services $12,000 f.Cost Estimating Services $15,320 2.Engineer may alter the distribution of compensation between individual services noted herein to be consistent with services actually rendered, but shall not exceed the total Lump Sum amount unless approved in writing by the Owner. 3.The Lump Sum includes compensation for Engineer’s services and services of Engineer’s Consultants, if any. Appropriate amounts have been incorporated in the Lump Sum to account for labor, overhead, profit, and Reimbursable Expenses.            Page 2 Exhibit C ––Compensation Packet BC-1: Basic Services (other than RPR) – Lump Sum Method of Payment EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. 4. The portion of the Lump Sum amount billed for Engineer’s services will be based upon Engineer’s estimate of the percentage of the total services actually completed during the billing period.            Page 1 (Exhibit E – Notice of Acceptability of Work) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. This is EXHIBIT E, consisting of two (2) pages, referred to in and part of the Agreement between Owner and Engineer for Professional Services dated , . NOTICE OF ACCEPTABILITY OF WORK PROJECT: OWNER: CONTRACTOR: OWNER’S CONSTRUCTION CONTRACT IDENTIFICATION: EFFECTIVE DATE OF THE CONSTRUCTION CONTRACT: ENGINEER: NOTICE DATE: To: ___________________ Owner And To: ___________________ Contractor From: ___________________ Engineer The Engineer hereby gives notice to the above Owner and Contractor that the completed Work furnished and performed by Contractor under the above Contract is acceptable, expressly subject to the provisions of the related Contract Documents, the Agreement between Owner and Engineer for Professional Services dated , , and the terms and conditions set forth in this Notice. By: Title: Dated: CONDITIONS OF NOTICE OF ACCEPTABILITY OF WORK            Page 2 (Exhibit E – Notice of Acceptability of Work) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. The Notice of Acceptability of Work (“Notice”) is expressly made subject to the following terms and conditions to which all those who receive said Notice and rely thereon agree: 1. This Notice is given with the skill and care ordinarily used by members of the engineering profession practicing under similar conditions at the same time and in the same locality. 2. This Notice reflects and is an expression of the professional judgment of Engineer. 3. This Notice is given as to the best of Engineer’s knowledge, information, and belief as of the Notice Date. 4. This Notice is based entirely on and expressly limited by the scope of services Engineer has been employed by Owner to perform or furnish during construction of the Project (including observation of the Contractor’s work) under Engineer’s Agreement with Owner and under the Construction Contract referred to in this Notice, and applies only to facts that are within Engineer’s knowledge or could reasonably have been ascertained by Engineer as a result of carrying out the responsibilities specifically assigned to Engineer under such Agreement and Construction Contract. 5. This Notice is not a guarantee or warranty of Contractor’s performance under the Construction Contract referred to in this Notice, nor an assumption of responsibility for any failure of Contractor to furnish and perform the Work thereunder in accordance with the Contract Documents.            PPage 1 (Exhibit G - Insurance) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. This is EXHIBIT G, consisting of two (2) pages, referred to in and part of the Agreement between Owner and Engineer for Professional Services dated , . Insurance Paragraph 6.04 of the Agreement is supplemented to include the following agreement of the parties. G6.04 Insurance A. The limits of liability for the insurance required by Paragraph 6.04.A and 6.04.B of the Agreement are as follows: 1. By Engineer: a. Workers’ Compensation: Statutory b. Employer’s Liability -- 1) Each Accident: $1,000,000 2) Disease, Policy Limit: $1,000,000 3) Disease, Each Employee: $1,000,000 c. General Liability -- 1) Each Occurrence (Bodily Injury and Property Damage): $1,000,000 2) General Aggregate: $2,000,000 d. Excess or Umbrella Liability -- 1) Each Occurrence: $1,000,000 2) General Aggregate: $1,000,000 e. Automobile Liability --Combined Single Limit (Bodily Injury and Property Damage): Each Accident $1,000,000 f. Professional Liability – 1) Each Claim Made $5,000,000 2) Annual Aggregate $5,000,000 g. Other (specify): $________________ 2. By Owner:            PPage 2 (Exhibit G - Insurance) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. a. The City of South Bend is a municipal corporation organized under the laws of the State of Indiana, and is self-insured under provisions of Indiana statutes and local ordinance. Specifically, the City of South Bend maintains blanket insurance coverage over real and personal property, and is covered by a non-reverting insurance premium and liability reserve fund created by the City of South Bend, Ordinance #6657-79, pursuant to Indiana Code 34-13-3-4, as amended from time to time. Under said statute, the City’s liability is limited to: 1) Seven hundred thousand dollars ($700,000) for a cause of action that accrues on or after January 1, 2008; and 2) Five million dollars ($5,000,000) for injury to or death of all persons in that occurrence,; and 3) A governmental entity or an employee of a governmental entity acting within the scope of employment is not liable for punitive damages. B. Additional Insureds: 1. The following persons or entities are to be listed on Owner’s general liability policies of insurance as additional insureds, and on any applicable property insurance policy as loss payees, as provided in Paragraph 6.04.B: a. Engineer b. Engineer’s Consultant c. Engineer’s Consultant 2. During the term of this Agreement the Engineer shall notify Owner of any other Consultant to be listed as an additional insured on Owner’s general liability and property policies of insurance. 3. The Owner shall be listed on Engineer’s general liability policy as provided in Paragraph 6.04.A.            PPage 1 (Exhibit I - Limitations on Liability) EJCDC E-500 Agreement Between Owner and Engineer for Professional Services. Copyright © 2008 National Society of Professional Engineers for EJCDC. All rights reserved. This is EXHIBIT I, consisting of one (1) pages, referred to in and part of the Agreement between Owner and Engineer for Professional Services dated , . Limitations of Liability Paragraph 6.10 of the Agreement is supplemented to include the following agreement of the parties: A. Limitation of Engineer’s Liability 1. Engineer’s Liability Limited to Amount of Insurance Proceeds: Engineer shall procure and maintain insurance as required by and set forth in Exhibit G to this Agreement. Notwithstanding any other provision of this Agreement, and to the fullest extent permitted by law, the total liability, in the aggregate, of Engineer and Engineer’s officers, directors, members, partners, agents, employees, and Consultants to Owner and anyone claiming by, through, or under Owner for any and all claims, losses, costs, or damages whatsoever arising out of, resulting from, or in any way related to the Project or the Agreement from any cause or causes, including but not limited to the negligence, professional errors or omissions, strict liability, breach of contract, indemnity obligations, or warranty express or implied, of Engineer or Engineer’s officers, directors, members, partners, agents, employees, or Consultantss (hereafter “Owner’s Claims”), shall not exceed the total insurance proceeds paid on behalf of or to Engineer by Engineer’s insurers in settlement or satisfaction of Owner’s Claims under the terms and conditions of Engineer’s insurance policies applicable thereto (excluding fees, costs and expenses of investigation, claims adjustment, defense, and appeal). If no such insurance coverage is provided with respect to Owner’s Claims, then the total liability, in the aggregate, of Engineer and Engineer’s officers, directors, members, partners, agents, employees, and Consultants to Owner and anyone claiming by, through, or under Owner for any and all such uninsured Owner’s Claims shall not exceed $_____________ B. Indemnification by Owner: To the fullest extent permitted by law, Owner shall indemnify and hold harmless Engineer and its officers, directors, members, partners, agents, employees, and Consultants from and against any and all claims, costs, losses, and damages (including but not limited to all fees and charges of engineers, architects, attorneys, and other professionals, and all court, arbitration, or other dispute resolution costs) arising out of or relating to the Project, provided that any such claim, cost, loss, or damage is attributable to bodily injury, sickness, disease, or death or to injury to or destruction of tangible property (other than the Work itself), including the loss of use resulting therefrom, but only to the extent caused by any negligent act or omission of Owner or Owner’s officers, directors, members, partners, agents, employees, consultants, or others retained by or under contract to the Owner with respect to this Agreement or to the Project.            Advanced Engineering Consultants – Mechanical Electrical MECHANICAL - ELECTRICAL - PLUMBING - FIRE PROTECTION - TECHNOLOGY 8606 Allisonville Rd, Suite 270 | Indianapolis, IN 46250 | P 317 413 5724 | aecmep.com Page 1 of 5 November 7, 2023 – REVISED SCOPE Vanessa Shumate, RA, AIA, LEED AP American Structurepoint, Inc. 9025 River Road, Suite 200 Indianapolis, IN 46240 317.547.5580 vshumate@structurepoint.com Re: South Bend Admin Renovation MEP Engineering Design Services – SD, Assessment, & Elevator Efforts 215 Doctor MLK Jr Blvd South Bend, IN Advanced Engineering Consultants – Mechanical Electrical (AEC-ME) is pleased to submit this proposal to provide professional engineering design services for the above-referenced project. Design Services: AEC-ME will provide engineering services necessary for the scope of work. Design services will include design, documentation, and coordination with the owner. Construction documents will be prepared reflecting the requirements of the project, design calculations and applicable code research. Base Scope of Work: AEC-ME’s scope of work for this project includes the design of mechanical, electrical, plumbing systems, and fire protection associated with the partial renovation of the building. We understand the existing office building is approximately 60,000 SF. The project is renovating the floor plans. Roughly 20,000 SF of the building is being renovated (roughly 70% @ the 1st floor and 30% on the upper 5 floors). We understand the MEP systems are in good condition and do not need replacement. Our scope of work is to rework and supplement the existing systems but not replace the existing mechanical, plumbing, fire protection, or electrical service gear. We understand there are no MEP/FP drawings for the building. Without a basis for systems, this will require us to field survey all equipment, survey above ceilings, etc. We have offered a breakout cost for this exhaustive surveying effort expected. If existing design drawings are found before our surveys, we can potentially reduce or eliminate this additional effort. We understand the construction budget to be approximately $5.0 million. Of the Above Scope, we understand the following is only required for revised Proposal: 1) Complete an MEP/FP Assessment for the building including Equipment Condition table. 2) Complete Schematic Design which would include the Assessment (Item 1 above). 3) Cost to complete Assessment, the Schematic Design, and create Design & Bid Documents for electrical associated with the elevator upgrades.            Advanced Engineering Consultants – Mechanical Electrical MECHANICAL - ELECTRICAL - PLUMBING - FIRE PROTECTION - TECHNOLOGY 8606 Allisonville Rd, Suite 270 | Indianapolis, IN 46250 | P 317 413 5724 | aecmep.com Page 2 of 5 We understand our design efforts will start in Q4 of 2023 and construction will begin around summer of 2024. Our proposed services and fees are valid for 90 days from the date of this proposal. x HVAC: Design of a heating, cooling and ventilation system is based on reusing the existing HVAC systems and rezoning to coordinate with renovated floor plans. We understand as part of our design the Controls will be updated on the existing equipment to help comfort & control for new layout. We anticipate reusing / relocating terminal units / boxes (or another existing terminal unit) and branch ductwork. Anticipate existing AHUs and main duct runs will remain. The design will meet the requirements of ASHRAE 90.1, which will be validated using ComCheck. x Electrical: Design is anticipated to reuse the existing electrical gear, back-up power/generator, and associated base building electrical systems. Our scope will redistribute the existing panels for new circuiting. The basis of our design is to reuse the existing light fixtures. We have included a fee to design for an alternate to upgrade lights to LED for areas being renovated due to the energy savings opportunity available and level of renovation being discussed. Exterior lighting will be confined to replacing existing lighting on the building as an alternate. No site lighting is anticipated. Based on scope, we are not anticipating any electrical site work or coordination with utility companies. We understand the elevators will have upgrades and we anticipate the existing generator and gear are adequately sized for the elevator updates. Compliance with the energy code will be validated using ComCheck. -ONLY THE ELECTRICAL DESIGN WORK ASSOCIATED THE ELEVATOR UPGRADE. Work will including electrical drawings and specifications. Do not anticipate creating front end documents Divisions 0-15 being completed by others. x Fire Alarm: Our design is based on extending the existing fire alarm system. Will include work associated with Elevators. x Technology Systems: AEC-ME’s design services are anticipated to include conduit and back-boxes for the following services along with the required power and grounding. We anticipate the design of these systems is to be completed by others (aka the owner or owner’s representative) outside of our proposal. AEC-ME will need fully developed technology drawings and details a minimum of (3) weeks before CDs for us to understand scope. See assumption below regarding design expectations. o Technology Systems (voice/data): We will furnish power, grounding, conduit, required raceways, rack (s), wall jacks, and horizontal cabling only. All equipment is assumed to be provided by others outside this contract. (Routers, UPS units, servers, hubs, etc.) o A/V Systems: We will furnish power and raceway as coordinated with provider. o Security Systems and / or Access Control: We will furnish power and raceway as coordinated with provider. o Raceways: We anticipate raceways for services into the building are existing to remain. x Fire Protection: We anticipate extending the existing system to renovated areas. The final sprinkler layout will be provided by the selected Fire Protection contractor. x Plumbing Systems: The plumbing system design is anticipate to be limited to adding several restrooms on the first floor and smaller ones on upper floors. We anticipate reconnecting to existing domestic water, sanitary, and vent pipes within the building. Plumbing scope will include all interior systems. No exterior plumbing is anticipated based on prelim plans. x Construction Administration (CA): CA services will include assistance answering RFI’s, shop drawing reviews, and site visits during construction.            Advanced Engineering Consultants – Mechanical Electrical MECHANICAL - ELECTRICAL - PLUMBING - FIRE PROTECTION - TECHNOLOGY 8606 Allisonville Rd, Suite 270 | Indianapolis, IN 46250 | P 317 413 5724 | aecmep.com Page 3 of 5 Review Meetings and Site Visits: AEC-ME’s engineering services will include participation in meetings and anticipated site visits listed below. Additional site visits can be provided for an additional fee. 1. Kickoff Meeting: (1) Meeting anticipated. 2. Site investigation: We anticipate up to (2) site visits to review the existing systems and propose solutions. If no drawings are found, we anticipate addition time and resources as needed to verify existing conditions. 3. Design Meetings: We anticipate up to (2) design meetings, (2) of which we anticipate being virtual. We anticipate these meetings being local. If needed, we can attend an owner meeting in South Bend. 4. Construction Administration / Site Visits: We anticipate up to (1) site review meetings / visits. 5. Punch List Visits: We anticipate up to (1) site visit to review contractor’s punch list. Contractor punch list to be provided prior to final visit. Deliverables: Drawings will be prepared using Revit and delivered in a PDF format. The contractor will be responsible for coordination amongst trades and for preparing their own coordination drawings. AEC-ME’s Revit model will be shared with the design team but not the Contracting team without approval by AEC-ME. It is understood the model is not intended to be an exact and complete three-dimensional representation of how the Contractor will route and locate utilities and equipment. Modeling of existing conditions will be limited to the extent required to produce 2D contract documents. Specifications will be prepared using Microsoft Word and will be delivered in a PDF format. 1. Schematic Package (As noted under scope) a. AEC-ME will provide a Schematic Narrative 2. Design Development Package a. AEC-ME will provide a progress set of drawings b. AEC-ME will provide a list of specifications anticipated (un-edited) 3. 90% Construction Document Review Documents a. 90% CD Drawings b. 90% CD Specifications 4. Bid/Construction Documents a. Signed and Sealed Drawings b. Signed and Sealed Specifications Additional Services: The following services can be offered as additional services: 1. Pursuit of USGBC LEED certification, Energy Star, or other sustainability certifications. 2. Value Engineering after owner approval of deliverables as noted above and changes that require re- design. 3. Printing and plotting of drawings except for our own use. 4. Preparation of record documents from as-built mark-ups or files provided by contractors or verifying the accuracy and completeness of same may be furnished as an additional service. 5. Energy modeling. 6. Renewable Energy Design. 7. Electrical Vehicle (EV) design, coordination, and owner collaboration. 8. Existing equipment inventory. 9. Additional meetings.            Advanced Engineering Consultants – Mechanical Electrical MECHANICAL - ELECTRICAL - PLUMBING - FIRE PROTECTION - TECHNOLOGY 8606 Allisonville Rd, Suite 270 | Indianapolis, IN 46250 | P 317 413 5724 | aecmep.com Page 4 of 5 10. Addition submissions. Assumptions: 1. Floor plans will not have significate changes beyond schematic design phase. If significant changes are made, AEC-ME will have a minimum of (3) weeks to adjust their drawings to ensure they are fully coordinated as well as an additional fee if significant redesign is required. 2. This fee proposal is based on a construction budget as noted above. If the construction budget is increased this will likely have an impact on the effort required by AEC-ME and result in additional services. 3. The life safety plans (including occupancy separations, fire assemblies, fire/smoke separations and path of egress) and coordinated RCP will be determined by the Architect and provided to AEC-ME at, or prior to, completion of Design Development phase. 4. Permits and application fees will be by others. 5. Project will be Bid in a single phase and one package. 6. Cost estimating will be completed by others outside this contract. Review of budgets or cost estimates associated with the design are not included in this fee. 7. Floor plans and occupancy information will be made available for our use. 8. If air or water flow and temperature information is required, it will be provided by the owner or services will be procured by a 3rd party. We have not included any fee for this. 9. The design of a commercial kitchen is not anticipated for this project. 10. A complete list of Owner-furnished equipment will be provided to AEC-ME, along with utility connection locations, utility loads, heat dissipated to the space, disconnect requirement, start-stop controls, and other contractor coordination issues, prior to 25% completion of construction documents. Information on occupancy, loading, and associated personal/office equipment for each space will be provided to AEC-ME prior to completion of the Design Development phase. 11. Documents prepared by the Engineer will be prepared based upon reasonable assumptions derived from existing information provided by the Owner and from limited observation of accessible and visible existing conditions by the Engineer without the benefit of extensive field measurements and investigation prohibited by expense and inconvenience to the Owner. It is understood and agreed that unforeseen conditions uncovered during the progress of the project may require changes in the project, resulting in additional cost and delay. 12. Coordination with technology utility service providers and any service options and or plans, their requirements, deliverables, and schedule is anticipated to be by others. 13. We anticipate REVIT model will be hosted on Autodesk’s BIM 360 cloud to aid in efficient loading and coordination of working model. 14. Arc Flash and Electrical power systems coordination study are not included in this proposal. Compensation: In consideration of the Design Services and the Project Scope, AEC-ME shall be compensated the following lump-sum amount. Engineering Services – MEP/FP Assessment Total: $7,500.00 Initial if accepted __________ Engineering Services - Schematic Design of MEP/FP (includes the MEP/FP Assessment above) Total: $11,500.00 Initial if accepted __________            Advanced Engineering Consultants – Mechanical Electrical MECHANICAL - ELECTRICAL - PLUMBING - FIRE PROTECTION - TECHNOLOGY 8606 Allisonville Rd, Suite 270 | Indianapolis, IN 46250 | P 317 413 5724 | aecmep.com Page 5 of 5 Engineering Services – Design Electrical Systems for the Elevator Upgrade (Additional Service to Assessment & Schematic Design noted above) Total: $4,200.00 Initial if accepted __________ Additional Services: If additional services are required beyond the defined scope above, the time will be charged at the following rates. AEC-ME’s Hourly Rates: Principal $173 Project Manager $163 Senior Engineer $163 Engineer $142 RCDD $163 Senior CADD / Designer $95 CADD Operator $74 Clerical Staff $63 Reimbursable Expenses: We do not anticipate any reimbursable expenses but if expenses are incurred, they will be invoiced plus 15% along with our invoices. We appreciate the opportunity you have given us to submit this proposal and we look forward to working with you on this project. Sincerely, Advanced Engineering Consultants – Mechanical Electrical (EIN 46-0719829) Michael J. Billig, P.E. Principal C: (317) 509-7960 E: Mike.Billig@aecmep.com Re: South Bend Admin Renovation MEP Engineering Design Services SD, Assessment, & Elevator Efforts 215 Doctor MLK Jr Blvd South Bend, IN Client Please sign and date this proposal to indicate acceptance. ___________________________________________ Signature ___________________________________________ Printed Name ___________________________________________ Title ____________________________________________ Date ____________________________________________ Client PO or Project Number & Billing Email             .RUGD1HPHWK(QJLQHHULQJ,QF&RQVXOWLQJ(QJLQHHUV :DWHUPDUN'ULYH6XLWH_&ROXPEXV2KLR86$__ZZZNRUGDFRP     1RYHPEHU     0U5RE%UD\ &RPPHUFLDO&RUSRUDWH3UDFWLFH/HDGHU $PHULFDQ6WUXFWXUHSRLQW,QF 5LYHU5RDG6XLWH ,QGLDQDSROLV,1   5(6RXWK%HQG&LW\+DOO±3UHOLPLQDU\([SORUDWRU\3KDVH7HFKQRORJ\    'HDU5RE  7KLVLVRXUSURSRVDOIRUSURIHVVLRQDOVHUYLFHVRQWKLVSURMHFW,IWKLVSURSRVDOLVDFFHSWDEOHWR\RXLW ZLOOEHFRPHRXU$JUHHPHQW  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Construction Cost Consultants Quantity Surveyors Project Managers 7223 Engle Road, Suite 215, Fort Wayne, Indiana 46804 Phone (260) 489-8444 www.blundall.com November 2, 2023 Vanessa Shumate Senior Project Architect American Structurepoint, Inc. 9025 River Road, Suite 200 Indianapolis, IN 46240 Sent via Email to Shumate, Vanessa <VShumate@structurepoint.com> Dear Vanessa Shumate: Re: South Bend Administration Relocation South Bend, Indiana The following is our proposal to provide construction cost consulting services for the above-referenced project for work as generally outlined in your email of November 1, 2023, to Bryan Smedberg and the attachment thereto. A. SERVICES 1. We will provide a “detailed” schematic design phase estimate of construction costs prepared by way of measuring all major components of the work and pricing at unit rates applicable to a competitively bid project in northern Indiana. The estimate will comprise a summary sheet and “details” for all applicable architectural, structural, mechanical, electrical and site development trades. 2. We will provide a detailed design development phase estimate of construction costs prepared by way of measuring all major components of the work and pricing at unit rates applicable to a competitively bid project in northern Indiana. The estimate will comprise a summary sheet and details for all applicable architectural, structural, mechanical, electrical and site development trades.            Vanessa Shumate Page 2 November 2, 2023 B. FEES 1. Our fee for preparing the schematic design phase estimate will be the sum of $6,520.00 (Six Thousand Five Hundred Twenty Dollars). 2. Our fee for preparing the design development phase estimate will be the sum of $8,800.00 (Eight Thousand Eight Hundred Dollars). 3. We have not included time or travel expenses to attend meetings away from our home office location. It is assumed that all transfer of information can be done electronically by way of telephone conferences and/or by way of video conferencing. Thank you for this opportunity to be of service to you. If you have questions concerning the proposal, please call Bryan Smedberg. Yours very truly, BLUNDALL ASSOCIATES, INC. Martyn R. Blundall President            BOARD OF PUBLIC WORKS AGENDA ITEM REVIEW REQUEST FORM Date 11/30/2023 Name Becca Plantz Department Public Works BPW Date 12/12/2023 Phone Extension 5998 Review and Approval Required Prior to Submittal to Board Diversity Compliance and Inclusion Officer Officer Name Cynthia Simmons BPW Attorney Attorney Name Michael Schmidt Dept. Attorney Attorney Name Purchasing Check the Appropriate Item Type – Required for All Submissions Professional Services Agreement Contract Proposal Open Market Contract Amendment/Addendum Special Purchase, QPA Bid Opening Bid Award Req. to Advertise Title Sheet Quote Opening Quote Award Reject Bids/Quotes Proposal Opening C/O & PCA No. PCA Chg. Order, No. Traffic Control Resolution Other: Ease./Encroach Required Information Company or Vendor Name American Structurepoint, Inc. New Vendor Yes If Yes, Approved by Purchasing No MBE/WBE Contractor MBE WBE Completed E-Verify Form Attached Yes No Project Name SB City Hall Project Number 124-001 Funding Source PROJ 362, Economic Development LIT Account No. 408-04-040-040-443001 Amount $135,220.00 Terms of Contract Hourly NTE Purpose/Description Architectural and engineering design services for remodeling the South Bend Community School Corporation building into the City of South Bend City Hall. For Change Orders Only Amount of Increase Decrease $ ($ ) Previous Amount $ Current Percent of Change: Increase Decrease % ( %) New Amount $ Total Percent of Change: Increase Decrease % ( %) Time Extension Amount: New Completion Date: