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Home My WebLink AboutDe Lise and Associates Inc; 1987-01-30;January 19, 1987 Mr. Thomas L. Brammell Costa Real Municipal Water District 5950 El Camino Real Carlsbad, California 92008 Dear Mr. Brammell: c c -_ De Lise and Associates, Inc. appreciates the opportunity to submit this agreement for a facility utilization study and preliminary schematic design for your existing property in Carlsbad, Califor- nia. Immediately following your approval, we shall proceed with the following scope of work: Phase I - Proeram Analvsis 1-1 Establish Program Objectives (Goals, Concepts, Needs) Includes site visitations and consultation between general manager, architect, space planner. 1.2 Review surveys, soil tests, reports, codes, ordinances, and drawings for site. Surveys, test reports, and drawings to be provided by Costa Real Water District. De Lise and Associates to research codes and ordenances. 1.3 Prepare Schedule A time schedule will be prepared outlining areas of respon- sibility, dates, and tasks to be performed. Schedule will be revised during project as required and updated version sent to general manager, 1.4 Site Analysis Study for access, view, and appropriateness for construction. 1.5 Establish Requirements and Priorities Including: A. Study and document interdepartmental adjacency matrix. B. Establish Contact Patterns within departments. c Costa Real Municipal Water District January 19, 1987 Page Two 1.6 Determine Existine and Proiected Space Requirements. Note: 1.5 and 1.6 will be determined by on-site study of individ- ual departments and interviews with department managers. Findings will be organized and reviewed for modification by space planner and general manager. Findings will be doc- umented graphically. (See exhibit "A" and "B" attached.) Phase I1 - Schematic Desien 2.1 Architect and Space Planner will create schematic drawings to depict their concepts for site plan, building plan, mat- erial selections, interior blockouts by departments and of- fices. Projected growth will be indicated within the phased Master Plan. We will provide conceptual sketches of exterior elevation (one), interior reception area, and details to depict overall image. 2.2 Space Planner will establish furniture and equipment layouts for all departments and private offices. Optional layouts will be reviewed in a preliminary form by space planner and general manager. One or two final layouts for each area will be provided in plan view in utilization study. All furniture and equipment will be noted by symbol and legend. 2.3 Establish preliminary building standard specifications for construction to include: -- . Exterior shell materials and construction. e Recommended mechanical system. Interior construction standards for walls, ceilings, lighting, doors, frames, hardware, ceiling heights, finishes, and window coverings. Note: Building Standard Specifications will be written for the purpose of obtaining preliminary design concepts and preliminary cost estimate only. Detailed specifications will be included in design development and construction documents which are not included. Phase 111 - Construction Schedule and Budnet Architect, space planner, general contractor to review program analysis and schematic design. General contractor to provide preliminary cost analysis and preliminary construction schedule. Professional fees for remainder of work: design development, con- struction documents, and specifications shall be included as a budget item in preliminary cost analysis. c L c c Costa Real Municipal Water District January 19, 1987 Page Three Phase IV - PreDaration of Documents Into Presentation Form De Lise and Associates, Inc. will collect and prepare all infor- mation covered in Phases I through I11 into presentation report. Report will include analysis of entire program, conceptual design sketches, interior blockouts, furniture layouts, value engineering recommendations, preliminary cost estimate, and preliminary construction schedule. Professional Fees Based upon the scope of work as outlined in this agreement, we value our services as follows: Lump Sum: $29,500.00 Basic compensation shall consist of a retainer of $6,250.00 payable along with the receipt of this signed agreement and an additional lump sum of twenty-three thousand two hundred fifty dollars shall be paid as the services are rendered and upon submission of a statement of services performed for that period of work. The amount of each statement will be calculated out at standard billing rates (attached). The retainer shall be applied to the final billing. Reimbursable Expenses and Additional Services Certain expenses, when incurred as a necessary part of project development are reimbursable. These expenses include: Services defined as direct expenses (see attached Standard Billing Rates). The following items are not included in the above contract, and are deemed additional services and, after written approval by the general manager or the board, will be billed at the hourly rate schedule. (see attached). 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. General construction. Professional renderings or models. Permit and plan check fees. Any changes made by client after plan approval which requires additional work or rework. Services not covered in contract. Graphics, interior foliage. Design development, construction documents, and specifications. Structural, civil other consultants not covered in contract. Landscape design. Soil reports, hydrologic drainage report. Costa Real Municipal Water District January 19, 1987 Page Four c c L- General Terms and Conditions Drawings, schedules and specifications as instruments of service are and shall remain the property of the Designer whether the project for which they are prepared is executed or not. The Owner shall be permitted to retain copies, including reproducible copies, of drawings, schedules, and specifications for information and reference in connection with the Owner's use and occupancy of the project. The drawings, schedules and specifications shall not be used by the Owner on other projects oe for completion of this contract by others, provided the Designer is not in default under this Agreement, except by Agreement in writing and with appropriate compensation to the Designer. De Lise and Associates, Inc., shall receive full and appropriate credit on all publicity releases, reproductions and site signage. In the event of substantial failure to perform in accordance with the terms of this agreement, this contract may be terminated by either party upon 30 days written notice. In the event of termin- ation client shall pay De Lise and Associates, Inc., for services rendered up to the date of termination. All claims, disputes, and other matters in question between the parties to the Agreement arising out of or relating to this Agreement or the breach thereof, shall be decided by arbitration in accordance with the Construction Industry Arbitration Rules of the American Arbitration Association then existing unless the parties mutually agree otherwise. Owner, Designer, and consultant are bound, each to the other by this arbitration clause, provided such party signed this contract or has signed another contract which incorporates this contract by reference, or signs any other agreement to be bound by this arbitration clause. Arbitration shall be had in accordance with the applicable Rules of the American Arbitration Association which are in effect at the time the demand for arbitration is filed. Should any party refuse or neglect to appear or participate in arbitration proceedings, the arbitrator is empowered to decide the controversy in accordance with whatever evidence is presented. The arbitrator is authorized to award any party or parties such sums as he shall deem proper for the time, expense and trouble or arbitration. The Owner agrees to limit the Design Professional's liabilities to the Owner, due to the Design Professional's negligent acts, errors, or omissions, such that the total aggregate liability of each Design Professional to all those named shall not exceed the total fee for services rendered on this project. Costa Real Municipal Water District January 19, 1987 Page Five Billings will be prepared and invoiced every two weeks in pro- portion to service performed. Payment is due net ten days of invoice date. A service charge of one and one half percent (18 percent per annual rate) will be charged on all invoices past due. If the foregoing meets with your approval, please indicate by signing the original. A copy of this contract is included for your records. Submit ed : Accepted and Approved: A 1 L c c Director of Design General Manager De Lise and Associates, Inc. Costa Real Municipal Water District Date: Date: c I L -- -.9- STANDARD BILLING RATES PRINCIPAL $80.00/HOUR I I-- DIRECTOR OF DESIGN $65.00/HOUR ARCHITECT $65.00/HOUR SENIOR DESIGNER $45.00/HOUR DESIGNER $35.00/HOUR JUNIOR DESIGNER $25.00/HOUR r- DRAFTSPERSON $25.00/HOUR NON-TECHNICAL SUPPORT PERSONNEL $22.60/HOUR Direct expenses are reimbursable on a cost plus 15%. These expenses are defined as follows: Consultant's Services Reproduction Services Long Distance Telephone Calls Travel Expenses Overnight Lodging Meals Away From Home City Messenger Service Parking Photographic Documentation Computer Service