Exhibit A Project Identification Project Charter / Project...
Transcript of Exhibit A Project Identification Project Charter / Project...
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit A – Project Identification
Exhibit B – Project Charter / Project Intent
Exhibit C – Project Scope
Exhibit C – Project Schedule
Exhibit D – Project Budget
Exhibit E – Owner Supplied Documents
Exhibit F – Sample Notice to Proceed
Exhibit G – Project Communications Plan
Exhibit H.1 – Deliverables: % Complete and Approvals
Exhibit H.2 – Deliverables: Feasibility Approval Phase
Exhibit H.3 – Deliverables: Scope Approval Phase
Exhibit H.4 – Deliverables: Final Cost Estimate Approval Phase
Exhibit H.5 – Deliverables: Quality Control Approval Phase
Exhibit H.6 – Deliverables: Procurement Approval Phase
Exhibit H.7 – Deliverables: Contract Administration Phase
Exhibit H.8 – Deliverables: Project Close-out Approval Phase
Exhibit H.9 – Deliverables: Additional Services
Exhibit J.1 – Consultant’s Fee
Exhibit J.2 – Consultant’s Reimbursable Expenses
Exhibit J.3 – Consultant’s Hourly Rates
Exhibit K – City of Minneapolis Special Structural Inspections
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit A – Project Identification
MPS Project Name:
MPS Project No:
Zone:
Neighborhood:
Site:
Address:
City, State, Zip:
Project intent:
Design flexibility:
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit B – Project Scope
Attach the proposal received from the Consultant as well as other documents listed below.
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit C – Project Charter / Project Intent
Project Charter: Project Intent:
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit D – Project Schedule
Project Schedule:
Facilities Visioning:
Designer selection:
Feasibility approval:
Scope approval:
Final cost estimate approval:
Quality Control approval:
Receive bids:
BOE contract approval:
Pre-construction:
Start construction:
Substantial completion:
Final completion:
Warranty:
Project Close-out:
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit E – Project Budget
Construction Budget: $xxxx The construction budget above includes all costs, in all project phases, for the following Uniformat II Level 2 group elements:
A10 – Substructure A20 – Basement Construction B10 – Superstructure B20 – Exterior Enclosure B30 – Roofing C10 – Interior Construction C20 – Stairs C30 – Interior Finishes D10 – Conveying D20 – Plumbing D30 – HVAC D40 – Fire Protection D50 – Electrical E10 – Equipment E20 – Furnishings (EXCLUDING E2020 Movable Furnishings. INCLUDING all appliances and work surfaces in
the kitchen and non-portable fixtures and equipment throughout the building) F10 – Special Construction F20 – Selective Building Demolition (EXCLUDING F2020 – Hazardous Components Abatement) G10 – Site Preparation G20 – Site Improvements G30 – Site Mechanical Utilities G40 – Site Electrical Utilities G50 – Other Site Construction
Construction cost estimates will be presented in Uniformat II Level 4 detail. Construction cost estimates will include estimated costs (where applicable) for:
1) Occupied building construction 2) Cost escalator to the mid-point of construction 3) General conditions 4) Phasing costs 5) Insurance and bonding costs 6) Design contingency equal to:
a. 15% of all construction costs (including 1-5 above) at Feasibility Approval (if applicable) b. 10% of all construction costs (including 1-5 above) at Scope Approval c. 0% of all construction costs (including 1-5 above) at Final Cost Estimate Approval
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit F – Owner Provided Documents
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables provided by the Owner to support completion of work defined by this contract.
Exhibit A – Project Identification
Exhibit B – Project Charter
Exhibit C – Project Schedule
Exhibit D – Project Budget
Exhibit E – Project Budget
Exhibit F – Project Communications Plan
Exhibit G.1 – Deliverables: % Complete and Approvals
Exhibit G.2 – Deliverables: Feasibility Approval Phase
Exhibit G.3 – Deliverables: Scope Approval Phase
Exhibit G.4 – Deliverables: Final Cost Estimate Approval Phase
Exhibit G.5 – Deliverables: Quality Control Approval Phase
Exhibit G.6 – Deliverables: Procurement Approval Phase
Exhibit G.7 – Deliverables: Contract Administration Phase
Exhibit G.8 – Deliverables: Project Close-out Approval Phase
Exhibit G.9 – Deliverables: Additional Services
Exhibit H.1 – Consultant’s Fee
Exhibit H.2 – Consultant’s Reimbursable Expenses
Exhibit H.3 – Consultant’s Hourly Rates
Exhibit J – Sample Notice to Proceed
Exhibit K – City of Minneapolis Special Structural Inspections
Design Guidelines
Master Specification – Divisions 0-48
District Inspection Process
District Hazardous Materials Process
Indoor Air Quality Guidelines
Acoustical Guidelines
District Security Guidelines
District Technology Guidelines
Commissioning Guidelines and Manual
Owner’s CAD and BIM Guidelines
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit G – Project Communications Plan
Project communications will conform to the MPS Communications Toolkit, dated 12/1/2017.
Communication Output Consultant Deliverable Owner Deliverable
Project web page
E-newsletter templates
Sign-up form
Construction signage
Site Principal notices
Neighborhood Association notices
Council Member notices
County Commissioner notices
Surrounding area notices
MPS Leadership updates
Community meeting notices
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.1 – Deliverables Matrix
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
Feasibility Approval
Phase
Scope Approval
Phase
Final Cost Estimate Approval
Phase
Quality Control
Approval Phase
Procurement Approval
Phase
Const. Admin. Phase
Warranty Approval
Phase
Project Close-
out Approval
Approver PDM PDM PDM PDM CC CC CC CC
DESIGN DOCUMENTS
Budget reports
Communications reports
Constructability reports
Design reports
Existing conditions reports
Operational reports
Phasing & sequencing reports
Regulatory reports
Schedule reports
Phase reports
CONTRACT DOCUMENTS
Drawings 10% 90% 99% 100%
General
Architectural
Civil
Landscape
Structural
Mechanical
Electrical
Drawings
Project Manual 10% 90% 99% 100%
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.2 – Deliverables: Feasibility Approval Phase
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required
to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1.
Design Documents Contract Documents
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
A Reference documents M Reference documents
A Schedules M Schedules
A Demolition documents M Demolition documents
A Unassigned sheets M Not assigned
A Floor plans M Fire protection documents
A Roof M Plumbing documents
A Area plans (Enlarged plans) M Hydronic documents
A Vertical circulation M Ventilation documents
A Reflected ceiling plans M Roof plans
A Exterior elevations M Air handling unit sections
A Interior elevations M Energy management
A Building sections M Details
A Wall sections M Add alternates
A Doors and windows E Reference documents
A Construction details x E Schedules
A Add alternates E Demolition documents
S Reference documents E Not assigned
S Schedules E Lighting documents
S Demolition documents E Power documents
S Foundation plans E Systems documents
S Framing plans E Roof plans
S Building sections E Riser diagram documents
S Wall sections E Construction details
S Construction details E Area plans (Enlarged plans)
S Area plans (Enlarged plans) E Add alternates
S Add alternates
C Reference documents
C Schedules
C Demolition documents
C Not assigned
C Grading and drainage documents
C Stormwater documents
C Utilities documents
C Paving documents
C Construction details
C Area plans (Enlarged plans)
C Add alternates
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.3 – Deliverables: Scope Approval Phase
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required
to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1.
Design Documents Contract Documents
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
A Reference documents M Reference documents
A Schedules M Schedules
A Demolition documents M Demolition documents
A Unassigned sheets M Not assigned
A Floor plans M Fire protection documents
A Roof M Plumbing documents
A Area plans (Enlarged plans) M Hydronic documents
A Vertical circulation M Ventilation documents
A Reflected ceiling plans M Roof plans
A Exterior elevations M Air handling unit sections
A Interior elevations M Energy management
A Building sections M Details
A Wall sections M Add alternates
A Doors and windows E Reference documents
A Construction details x E Schedules
A Add alternates E Demolition documents
S Reference documents E Not assigned
S Schedules E Lighting documents
S Demolition documents E Power documents
S Foundation plans E Systems documents
S Framing plans E Roof plans
S Building sections E Riser diagram documents
S Wall sections E Construction details
S Construction details E Area plans (Enlarged plans)
S Area plans (Enlarged plans) E Add alternates
S Add alternates
C Reference documents
C Schedules
C Demolition documents
C Not assigned
C Grading and drainage documents
C Stormwater documents
C Utilities documents
C Paving documents
C Construction details
C Area plans (Enlarged plans)
C Add alternates
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.4 – Deliverables: Final Cost Estimate Approval Phase
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required
to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1.
Design Documents Contract Documents
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
A Reference documents M Reference documents
A Schedules M Schedules
A Demolition documents M Demolition documents
A Unassigned sheets M Not assigned
A Floor plans M Fire protection documents
A Roof M Plumbing documents
A Area plans (Enlarged plans) M Hydronic documents
A Vertical circulation M Ventilation documents
A Reflected ceiling plans M Roof plans
A Exterior elevations M Air handling unit sections
A Interior elevations M Energy management
A Building sections M Details
A Wall sections M Add alternates
A Doors and windows E Reference documents
A Construction details x E Schedules
A Add alternates E Demolition documents
S Reference documents E Not assigned
S Schedules E Lighting documents
S Demolition documents E Power documents
S Foundation plans E Systems documents
S Framing plans E Roof plans
S Building sections E Riser diagram documents
S Wall sections E Construction details
S Construction details E Area plans (Enlarged plans)
S Area plans (Enlarged plans) E Add alternates
S Add alternates
C Reference documents
C Schedules
C Demolition documents
C Not assigned
C Grading and drainage documents
C Stormwater documents
C Utilities documents
C Paving documents
C Construction details
C Area plans (Enlarged plans)
C Add alternates
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.5 – Deliverables: Quality Control Approval Phase
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required
to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1.
Design Documents Contract Documents
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
A Reference documents M Reference documents
A Schedules M Schedules
A Demolition documents M Demolition documents
A Unassigned sheets M Not assigned
A Floor plans M Fire protection documents
A Roof M Plumbing documents
A Area plans (Enlarged plans) M Hydronic documents
A Vertical circulation M Ventilation documents
A Reflected ceiling plans M Roof plans
A Exterior elevations M Air handling unit sections
A Interior elevations M Energy management
A Building sections M Details
A Wall sections M Add alternates
A Doors and windows E Reference documents
A Construction details x E Schedules
A Add alternates E Demolition documents
S Reference documents E Not assigned
S Schedules E Lighting documents
S Demolition documents E Power documents
S Foundation plans E Systems documents
S Framing plans E Roof plans
S Building sections E Riser diagram documents
S Wall sections E Construction details
S Construction details E Area plans (Enlarged plans)
S Area plans (Enlarged plans) E Add alternates
S Add alternates
C Reference documents
C Schedules
C Demolition documents
C Not assigned
C Grading and drainage documents
C Stormwater documents
C Utilities documents
C Paving documents
C Construction details
C Area plans (Enlarged plans)
C Add alternates
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.6 – Deliverables: Procurement Approval Phase
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required
to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1.
Design Documents Contract Documents
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
A Reference documents M Reference documents
A Schedules M Schedules
A Demolition documents M Demolition documents
A Unassigned sheets M Not assigned
A Floor plans M Fire protection documents
A Roof M Plumbing documents
A Area plans (Enlarged plans) M Hydronic documents
A Vertical circulation M Ventilation documents
A Reflected ceiling plans M Roof plans
A Exterior elevations M Air handling unit sections
A Interior elevations M Energy management
A Building sections M Details
A Wall sections M Add alternates
A Doors and windows E Reference documents
A Construction details x E Schedules
A Add alternates E Demolition documents
S Reference documents E Not assigned
S Schedules E Lighting documents
S Demolition documents E Power documents
S Foundation plans E Systems documents
S Framing plans E Roof plans
S Building sections E Riser diagram documents
S Wall sections E Construction details
S Construction details E Area plans (Enlarged plans)
S Area plans (Enlarged plans) E Add alternates
S Add alternates
C Reference documents
C Schedules
C Demolition documents
C Not assigned
C Grading and drainage documents
C Stormwater documents
C Utilities documents
C Paving documents
C Construction details
C Area plans (Enlarged plans)
C Add alternates
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.7 – Deliverables: Contract Administration Phase
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required
to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1.
Design Documents Contract Documents
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
A Reference documents M Reference documents
A Schedules M Schedules
A Demolition documents M Demolition documents
A Unassigned sheets M Not assigned
A Floor plans M Fire protection documents
A Roof M Plumbing documents
A Area plans (Enlarged plans) M Hydronic documents
A Vertical circulation M Ventilation documents
A Reflected ceiling plans M Roof plans
A Exterior elevations M Air handling unit sections
A Interior elevations M Energy management
A Building sections M Details
A Wall sections M Add alternates
A Doors and windows E Reference documents
A Construction details x E Schedules
A Add alternates E Demolition documents
S Reference documents E Not assigned
S Schedules E Lighting documents
S Demolition documents E Power documents
S Foundation plans E Systems documents
S Framing plans E Roof plans
S Building sections E Riser diagram documents
S Wall sections E Construction details
S Construction details E Area plans (Enlarged plans)
S Area plans (Enlarged plans) E Add alternates
S Add alternates
C Reference documents
C Schedules
C Demolition documents
C Not assigned
C Grading and drainage documents
C Stormwater documents
C Utilities documents
C Paving documents
C Construction details
C Area plans (Enlarged plans)
C Add alternates
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.8 – Deliverables: Project Close-out Approval Phase
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required
to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1.
Design Documents Contract Documents
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
A Reference documents M Reference documents
A Schedules M Schedules
A Demolition documents M Demolition documents
A Unassigned sheets M Not assigned
A Floor plans M Fire protection documents
A Roof M Plumbing documents
A Area plans (Enlarged plans) M Hydronic documents
A Vertical circulation M Ventilation documents
A Reflected ceiling plans M Roof plans
A Exterior elevations M Air handling unit sections
A Interior elevations M Energy management
A Building sections M Details
A Wall sections M Add alternates
A Doors and windows E Reference documents
A Construction details x E Schedules
A Add alternates E Demolition documents
S Reference documents E Not assigned
S Schedules E Lighting documents
S Demolition documents E Power documents
S Foundation plans E Systems documents
S Framing plans E Roof plans
S Building sections E Riser diagram documents
S Wall sections E Construction details
S Construction details E Area plans (Enlarged plans)
S Area plans (Enlarged plans) E Add alternates
S Add alternates
C Reference documents
C Schedules
C Demolition documents
C Not assigned
C Grading and drainage documents
C Stormwater documents
C Utilities documents
C Paving documents
C Construction details
C Area plans (Enlarged plans)
C Add alternates
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit H.9 – Deliverables: Additional Services
The documents checked (“x” or ‘‘”) below represent some, but not necessarily all, of the deliverables required
to complete this phase of work. As such, the documents below constitute the minimum acceptable deliverables.
To be acceptable, the deliverables will conform with the percent of completion as listed in Exhibit G.1.
Design Documents Contract Documents
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
ALL DOCUMENTS LISTED BELOW
A Reference documents M Reference documents
A Schedules M Schedules
A Demolition documents M Demolition documents
A Unassigned sheets M Not assigned
A Floor plans M Fire protection documents
A Roof M Plumbing documents
A Area plans (Enlarged plans) M Hydronic documents
A Vertical circulation M Ventilation documents
A Reflected ceiling plans M Roof plans
A Exterior elevations M Air handling unit sections
A Interior elevations M Energy management
A Building sections M Details
A Wall sections M Add alternates
A Doors and windows E Reference documents
A Construction details x E Schedules
A Add alternates E Demolition documents
S Reference documents E Not assigned
S Schedules E Lighting documents
S Demolition documents E Power documents
S Foundation plans E Systems documents
S Framing plans E Roof plans
S Building sections E Riser diagram documents
S Wall sections E Construction details
S Construction details E Area plans (Enlarged plans)
S Area plans (Enlarged plans) E Add alternates
S Add alternates
C Reference documents
C Schedules
C Demolition documents
C Not assigned
C Grading and drainage documents
C Stormwater documents
C Utilities documents
C Paving documents
C Construction details
C Area plans (Enlarged plans)
C Add alternates
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit J.1 – Consultant’s Fee
Compensation for Project Services as defined herein is a fixed fee of: $ (Basic Design Services) $ (Basic Construction Services) $ (Total Basic Services Fee) The above Basic Design Services fees will be allocated to the phases of work as shown below:
Phase of Basic Design Services: ------
Feasibility Approval Phase (if any) % percent
Scope Approval Phase % percent
Final Cost Estimate Approval Phase % percent
Quality Control Approval Phase % percent
Procurement Approval Phase % percent
Total Basic Design Services 100% One hundred percent
The above Basic Construction Services fees will be allocated to the phases of work as shown below:
Basic Design Services above % percent
Phase of Basic Construction Services: ------ percent
Construction Administration Phase % percent
Warranty Approval Phase % percent
Project Close-out Phase % percent
Total Basic Construction Services 100% One hundred percent
Compensation for Additional Project Services (if any) is a fixed fee of: $ (Additional Design Services) $ (Additional Construction Services) $ (Total Additional Services Fee)
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit J.2 – Consultant’s Reimbursable Expenses
Project Reimbursable Expenses are invoiced by the Consultant. The following list of items or services are acceptable Project Reimbursable Expenses: A.) Blueprints (see below) B.) Mylar Reproducible (see below) C.) Mileage (Rate per IRS) (NO MARKUP) D). Postage
E.) Delivery Charges
F.) Digital Prints $.21 per sq ft
G.) Faxes $.25/page
H.) Outside Reproduction with back-up
I.) Photographic/Film (If photos are available to the Owner for use)
J.) In House Reproduction: B/W 8 ½ x 11 = $.10/copy 11 x 17 = $.10/copy (NO MARKUP)
Color 8 ½ x 11 = $.50/copy 11 X 17 = $1.50/copy (NO MARKUP)
In-house Reproduction: Blueprints:
12” x 18” $0.33
15” x 21” $0.48
17” x 22” $0.57
18” x 24” $0.66
22” x 34” $1.15
24” x 36” $1.32
30” x 42” $1.90
Mylar Reproducibles:
12” x 18” $3.75
15” x 21” $5.46
17” x 22” $6.50
18” x 24” $6.60
22” x 34” $13.00
24” x 36” $14.25
30” x 42” $21.90
Special Reimbursable Expenses:
Special Reimbursable Expenses are reimbursable to the Consultant. These expenses require prior District approval. The following expenses are typical but not limited to:
Land Surveying Testing Services Any Consultant required to design the project scope that is not identified as a provider of project services (permissible only with the written approval of the Owner). Consultant Firm_______________________
By__________________________________ Position in the consultant firm:_______________________ (Printed name)
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit J.3 – Consultant’s Hourly Billable Rates
Provide the names and billable rate of the Consultant design team assigned the following roles. Provide additional roles and names as the project scope requires. Consultant affirms that the billable rates below will remain in effect for the duration of the project.
Job Title used in this contract: Person assigned to these roles: Hourly Rate:
Project Manager
Project Architect
Project Mechanical Engineer
Project Electrical Engineer
Project Structural Engineer
Project Civil Engineer
Other
Other
Other
Other
Other
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit K – Sample Notice to Proceed
MPS Project Name:
MPS Project No.:
Contract No.:
Consultant:
Phase of work:
Phase report dated:
The work perfomed and deliverables received pursuant to the requirements of the above contract is hereby approved , subject to any exclusions and notes provided below.
Deliverable group Deliverable category Deliverable document Notes or exclusions
Admin documents Communications documents
Design documents Constructability documents
Cost documents
Design documents – Site plan, floor plan(s), massing models, elevations, sections, etc.
Existing conditions documents
Operations reports
Phasing & sequencing documents
Regulatory documents
Schedule documents
Space program
Contract documents
Drawings – Title, reference, plans, demolition, sections, elevations, diagrams, schedules, details
Project manual
Initials – MPS__________ date__________ Initials - Consultant__________ date__________
Exhibit L – City of Minneapolis Special Structural Inspections