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Oshkosh
PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT, made on the n ril day of MA rdn , 2019, by and between the
CITY of OSHKOSH, party of the first part, hereinafter referred to as CITY, and Engberg
Anderson Architects located at 320 E. Buffalo St., Suite 500; Milwaukee, Wisconsin 53202,
hereinafter referred to as the CONSULTANT.
WITNESSETH:
That the CITY and the CONSULTANT,for the consideration hereinafter named,enter into
the following Agreement.
COMPONENT PARTS OF THE AGREEMENT
This Agreement consists of the following component parts, all of which are as fully a part of this
Agreement as if herein set out verbatim, or if not attached, as if hereto attached:
1. This Instrument
2. Consultant's Professional Services Proposal dated January 25, 2019, and attached
hereto.
In the event that any provision in any of the above component parts of this Agreement conflicts
with any provision in any other of the component parts,the provision in the component part first
enumerated above shall govern over any other component part which follows it numerically
except as may be otherwise specifically stated.
CITY REPRESENTATIVE
The CITY shall assign the following individual to manage this Agreement:
Brad Larson, Director
920 236-5769
blarson@ci.oshkosh.wi.us
City Hall,215 Church Avenue P.O.Box 1 130 Oshkosh,WI 54903-1 130 http://www.ci.oshkosh.wi.us
,
SCOPE OF WORK
The CONSULTANT shall provide the services described in the CONSULTANT's attached
Professional Services Proposal. CITY may make or approve changes within the general Scope of
Services contained within the Professional Services Proposal and in this AGREEMENT. If such
changes affect CONSULTANT's cost or time required for performance of the services, an
equitable adjustment will be made through an amendment to this AGREEMENT.
RECORDS AND INSTRUMENTS OF SERVICE
The City acknowledges the CONSULTANT's reports, drawings, data, computer files, and other
materials, documents prepared by the CONSULTANT as instruments of professional service.
Nevertheless, the plans and specifications prepared under this Agreement shall become the
property of the City upon completion of the work and payment in full of all monies due to the
CONSULTANT. The City agrees, to the fullest extent permitted by law, that consultant does not
warranty or guaranty its deliverables in the context of only reuse or modification of the
instruments of service by the City or any person or entity for which the City is responsible. Any
document related to this agreement, whether in electronic or paper form, is considered a public
record and shall be provided to the City upon request. The CONSULTANT may provide the City
with an explanation of why they believe any document should not be released to the public. The
City shall make all final determinations regarding the release of any document related to this
Agreement.
TERM AND TERMINATION
A. Term. This Agreement shall commence upon the date indicated above and shall terminate
on December 31,2019, unless terminated earlier by one of the parties as provided below, except
that CITY may extend this Agreement,upon written notice to CONSULTANT.
B. Termination.
1. For Cause. If either party shall fail to fulfill in timely and proper manner any of the obligations
under this Agreement,the other party shall have the right to terminate this Agreement by written
notice. In this event,the CONSULTANT shall be entitled to compensation to the date of delivery
of the Notice.
2.For Convenience. The CITY may terminate this Agreement at any time by giving written notice
to the CONSULTANT no later than 30 calendar days before the termination date.
TIME OF COMPLETION
The CONSULTANT shall perform the services under this Agreement with reasonable diligence
and expediency consistent with sound professional practices. The CITY agrees that the
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CONSULTANT is not responsible for damages arising directly or indirectly from any delays for
causes beyond the CONSULTANT's control. For the purposes of this Agreement, such causes
include,but are not limited to,strikes or other labor disputes,severe weather disruptions or other
natural disasters, or failure of performance by the CITY. If the delays resulting from any such
causes increase the time required by the CONSULTANT to perform its services in an orderly and
efficient manner, the CONSULTANT shall be entitled to an equitable adjustment in schedule.
SUSPENSION,DELAY,OR INTERRUPTION OF WORK
CITY may suspend, delay, or interrupt the Services of CONSULTANT for the convenience of
CITY. In such event, CONSULTANT's contract price and schedule shall be equitably adjusted.
ASSIGNMENT
Neither party to this Agreement shall transfer, sublet or assign any rights under or
interest in this Agreement (including, but not limited to, monies that are due or monies
that may be due) without the prior written consent of the other party.
INDEPENDENT CONTRACTOR
CONSULTANT is an independent contractor and is not an employee of the CITY.
COOPERATION IN LITIGATION AND AUDITS
CONSULTANT shall fully and completely cooperate with the CITY, the City's insurer,the City's
attorneys, the CITY's Auditors or other representative of the CITY (collectively, the "City" for
purposes of this Article) in connection with (a) any internal or governmental investigation or
administrative,regulatory, arbitral or judicial proceeding(collectively"Litigation")or internal or
governmental Audit, with respect to matters relating to this Agreement;other than a third party
proceeding in which CONSULTANT is a named party and CONSULTANT and the CITY have
not entered into a mutually acceptable joint defense agreement.
Such cooperation may include,but shall not be limited to, responding to requests for documents
and/or other records, and making CONSULTANT's employees available to the CITY (or their
respective insurers, attorneys or auditors) upon reasonable notice for: (i) interviews, factual
investigations, and providing declarations or affidavits that provide truthful information in
connection with any Litigation or Audit; (ii) appearing at the request of the CITY to give
testimony without requiring service of a subpoena or other legal process;(iii)volunteering to the
CITY all pertinent information related to any Litigation or Audit;and (iv)providing information
and legal representations to auditors in a form and within a timeframe requested.
CITY shall reimburse CONSULTANT for reasonable direct expenses incurred in connection with
providing documents and records required under this paragraph and may require, at the CITY's
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sole discretion,such expenses to be documented by receipts or other appropriate documentation.
Reasonable direct expenses include costs, such as copying, postage and similar costs;but do not
include wages,salaries,benefits and other employee compensation. CONSULTANT shall not be
entitled to additional compensation for employee services provided under this paragraph.
STANDARD OF CARE
The standard of care applicable to CONSULTANT's Services will be the degree of skill and
diligence normally employed by professional CONSULTANTs or consultants performing the
same or similar Services at the time said services are performed.CONSULTANT will re-perform
any services not meeting this standard without additional compensation.
CITY RESPONSIBILITIES
The CITY shall furnish, at the CONSULTANT's request, such information as is needed by the
CONSULTANT to aid in the progress of the project, providing it is reasonably obtainable from
CITY records.
CONSULTANT may reasonably rely upon the accuracy, timeliness, and completeness of the
information provided by CITY.
To prevent any unreasonable delay in the CONSULTANT's work, the CITY will examine all
reports and other documents and will make any authorizations necessary to proceed with work
within a reasonable time period.
PAYMENT
A. The Agreement Sum. The CITY shall pay to the CONSULTANT for the performance of the
Agreement the amount of $180,800 (Schematic Design and Design Development) in the Cost
portion of the Consultant's Professional Services Proposal.
B. Method of Payment. The CONSULTANT shall submit itemized monthly statements for
services. The CITY shall pay the CONSULTANT within 30 calendar days after receipt of such
statement. If any statement amount is disputed,the CITY may withhold payment of such amount
and shall provide to CONSULTANT a statement as to the reason(s) for withholding payment.
C. Additional Costs. Costs for additional services shall be negotiated and set forth in a written
amendment to this Agreement executed by both parties prior to proceeding with the work
covered under the subject amendment.
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HOLD HARMLESS
The CONSULTANT covenants and agrees to protect and hold the City of Oshkosh harmless
against all actions, claims, and demands which may be to the proportionate extent caused by or
result from the intentional or negligent acts of the CONSULTANT, its agents or assigns, its
employees, or its SUBCONSULTANT related to the performance of this Agreement or be caused
or result from any violation of any law or administrative regulation, and shall indemnify or
refund to the CITY all sums including court costs,attorney fees,and punitive damages which the
CITY may be obliged or adjudged to pay on any such claims or demands within thirty (30) days
of the date of the CITY's written demand for indemnification or refund for those actions, claim,
and demands caused by or resulting from intentional or negligent acts as specified in this
paragraph.
Subject to any limitations contained in Sec. 893.80 and any similar statute, of the Wisconsin
Statutes, the CITY further agrees to hold CONSULTANT harmless from any and all liability,
including claims, demands, losses, costs, damages, and expenses of every kind and description
(including death), which may be to the proportionate extent caused by or result from the
intentional or negligent acts of the CITY, its agents or assigns, its employees, or its
SUBCONSULTANTS related to the performance of this Agreement or be caused or result from
any violation of any law or administrative regulation, where such liability is founded upon or
grows out of the acts or omission of any of the officers,employees or agents of the City of Oshkosh
while acting within the scope of their employment.
It is the intention of the parties to this Agreement that each party shall be solely responsible for
its own actions and activities and the actions and activities of its own officers, employees and
agents while acting within the scope of their employment
INSURANCE
The CONSULTANT agrees to abide by the attached City of Oshkosh Insurance Requirements for
Professional Services.
WHOLE AGREEMENT/AMENDMENT
This document and any specified attachments contain all terms and conditions of the Agreement
and any alteration thereto shall be invalid unless made in writing, signed by both parties and
incorporated as an amendment to this Agreement.
NO THIRD-PARTY BENEFICIARIES
This AGREEMENT gives no rights or benefits to anyone other than CITY and CONSULTANT
and has no third-party beneficiaries.
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AGREEMENT NOT TO BE CONSTRUED AGAINST ANY PARTY
This Agreement is the product of negotiation between the parties hereto and no term, covenant
or provision herein or the failure to include a term, covenant or provision shall be construed
against any party hereto solely on the basis that one party or the other drafted this Agreement or
any term, covenant or condition contained herein.
NO WAIVER
Failure of either party to insist upon the strict performance of terms and provisions of this
agreement, or any of them, shall not constitute or be construed as a waiver or relinquishment of
that party's right to thereafter enforce such term or provision, and that term of the provisions
shall continue in full force and effect.
NON-DISCRIMINATION
The Operator agrees not to discriminate in its operations under this Agreement on the basis of
race,color, creed, age, and gender, or as otherwise prohibited by law. A breach of this covenant
may be regarded as a material breach of this Agreement
SEVERABILITY
If any term, covenant, condition or provision of this agreement shall be invalid or enforceable,
the remainder of this agreement shall not be affected thereby the remainder of the agreement
shall be valid and enforceable to the fullest extent permitted by law.
CHOICE OF LAW AND VENUE
The laws of the State of Wisconsin shall govern the interpretation and construction of this
Agreement. Winnebago County shall be the venue for all disputes arising under this Agreement.
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IN WITNESS WHEREOF, the City of Oshkosh, Wisconsin,has caused this contract to be
sealed with its corporate seal and to be subscribed to by its City Manager and City Clerk and
countersigned by the Comptroller of said CITY, and CONSULTANT hereunto set its hand and
seal the day and year first above written.
In the Presence of: Name of CONSULTANT Company/Firm
By:
Pha�ve+�e.
(Seal of CONSULTANT (Specify Title)
if a Corporation.)
CITY OF OSHKOSH
By:
Mark A. Rohloff, City Manager
i ess)
And:
rtness) Pamela R. Ubrig, City lerk
APPROVED: I hereby certify that the necessary
provisions have been made to pay
the liability which will accrue under
this contract
ity : ttomey J'
City Comptroller
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IrjEngberg
Anderson
ARCHITECTS
January 25, 2019
AGREEMENT FOR ARCHITECTURAL DESIGN SERVICES
OSHKOSH PUBLIC MUSEUM I RENOVATION & EXPANSION
between and
Oshkosh Public Museum Engberg Anderson, Inc.
1331 Algoma Boulevard 320 E. Buffalo St., Suite 500
Oshkosh,WI 54901 Milwaukee, WI 53212
Engberg Anderson Project No. 162604
Dear Brad,
Engberg Anderson is pleased to submit this proposal for architectural design services. This proposal is based on
our current understanding of the project. We ask that you review the scope, schedule and fee proposed and
identify any concerns or questions in this regard.
SCOPE OF BASIC SERVICES
PROJECT UNDERSTANDING
The Oshkosh Public Museum desires to expand its current facility to meet the long term needs of the institution.
The intent is to create two additions to the existing building to improve the patron experience at the entrance of
the building and to improve the flow of materials from the loading dock to each level of the museum. The
additions will be designed to seamlessly integrate with the existing building.
The design work will include civil engineering,architectural design, mechanical, electrical, plumbing and fire
protection design, construction cost estimates, and presentation drawings for use in providing public
information and fundraising.
PROJECT PARAMETERS
Schedule
It is anticipated that the project will progress as follows:
Phase 1-2017—Concept Design (Complete)
Phase 2-2019—Schematic& Design Development
Phase 3-2020—Construction Document Production
Phase 4-2021 to 2022—Bidding and Construction Phase Services
Budget
The construction cost for the project is estimated at$7,750,000.
320 E Buffalo St, Suite 500 I Milwaukee, WI 53202 I (414) 944-9000 I www.engberganderson.com
PV'l I LJVAU KEE MADISON TUCSON CHICAGO
Reviews and Approvals
After each phase of work, the design team will present a design package including a cost estimate for approval
before beginning the next phase of design.
Owner Supplied Information/Responsibilities
The Museum will continue to be an active participant in the process. By virtue of its central role and the
extensive work completed to date it is in a unique position to bring the various decision makers and
stakeholders together. The purpose of this effort is to build understanding and consensus. The Museum is
responsible to identify those individuals whose participation is needed to meet the local requirements for broad
based consensus.
The Museum will need to supply information during the project to support the design and construction efforts:
• Site survey
• Geotechnical report
• Exhibit design drawings
• Other information as needed to coordinate with the building or site design
WORK PLAN &DELIVERABLES
A detailed Work Plan is appended to this proposal and is the basis for the fee proposal in the next section.
FEE PROPOSAL
FEE
Based on the current project understanding, we propose to complete the outlined services for a fee calculated
as 8%of the cost of construction ($7,750,000 x 8%=$620,000), less the concept design fee of$18,800 and
including expenses itemized later in the proposal.
The fee breakdown is as follows:
DESIGN FEE Breakdown Design Fee Expenses Total
Schematic Design 10% 60,000 400 60,400
Design Development 20% 120,000 400 120,400
Construction Documents 36% 216,000 800 216,800
Bidding 6% 36,000 400 36,400
Contract Administration 28% 168,000 3,400 171,400
TOTAL $600,000 $5,400 $605,400
At a time when it is mutually agreeable to both parties,the fee can be converted from a percentage of
construction to a lump sum fee, no later than the start of Construction Documents (Phase 3). As with all
agreements, if the scope of the work or parameters under which the work is performed are modified,we
reserve the right to review the fees related to these modifications and make mutually agreeable adjustments.
REIMBURSABLE EXPENSES
We propose to include reimbursables in the fees as calculated above. These amounts are based on the
following assumptions;
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REIMBURSABLE FEE BASES Mileage Printing Total
Design Development Meetings 6 trips 660 140 800
Construction Documents Meetings 4 trips 440 360 800
Bidding Meetings 3 trips 330 70 400
Contract Administration Meetings 28 trips 3080 320 3,400
The printing costs above include printing of materials for meetings and one set of completed drawings and
specifications at the end of each phase. All materials will be delivered to the client as PDF files for additional
printing as needed by the client's vendors, including bid documents if required.
PROGRESS PAYMENTS
Invoices shall be submitted monthly and shall reflect the status of the work at the time of the invoice. Payments
based on the invoices shall be made in accordance with established review and approval procedures. Invoices
shall be submitted monthly and shall reflect the status of the work at the time of the invoice.
Expense of professional liability insurance dedicated exclusively to this Project or the expense of additional
insurance coverage or limits requested by the Owner in excess of that normally carried by the Architect. The
Architect currently maintains the coverages identified in the insurance Coverages Exhibit.
OTHER TERMS
ADDITIONAL SERVICES
No additional service will be undertaken without a defined scope and written authorization. Any Additional
Service will be itemized and invoiced against a limit established and agreed to in writing by both parties. Any
additional service shall be invoiced separately to allow tracking of project expenses.
USE OF MATERIALS
The Architect agrees to furnish, upon completion of this Agreement, upon termination and upon demand by the
Library,copies of all basic notes and sketches, charts, computations,and any other data prepared or obtained by
the Architect pursuant to this Agreement, and without restrictions or limitation as to the use relative to specific
Projects covered under this Agreement. In such event,the Architect shall not be liable for the use of such
documents by the Library or others.
TERMINATION
Both parties acknowledge each other's right to terminate this agreement with 15 days written notice and
without cause. Upon such notification all product of the design effort completed to that point becomes the
property of the Library and any fees earned to that point become due.
ATTACHMENTS
The following Exhibits are made part of this agreement:
• Exhibit:Work Plans
• Exhibit: Insurance Coverages
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