HomeMy WebLinkAboutContract #: 1671 - From: 11-07-2023 To: 05-12-2026 - Colliers Project Leaders - Town Manager CONTRACT FOIR PROJECT MANAGEMENT SERVICES
This(.'ontract is made this day of in the year Twoviousand Twenb::::Lhree between
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the Town of North Andover INI
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hereinafter called"the 0%vner"and
13-5 New Road Moftsffl—, Connecticut
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hereinafter called the*'Owner's I"roJect Manager-to provide the ProJect Management services required to complete
the Basic and Extra Services described herein at the.&Atredge ElementaEX School, 6(11 Maijjr-Stt�m ��rt
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The Owner's Project Mmager is authorized to perfonn the services required by this Contract thrOUgli the Feasibility
Study Phase and. pending receipt af a written Approval to proceed from the Owner,through the Schematic Design
Phase. At the Owner's option. the Owner's Pr �pecl Manager may be authorized to perforin services for subsequent
(lost gp phases and/or the Construction Phases and Completion Phase, at which firtie a mutually agreed upon
amendment to this Contract will be executed between the Owner and the Owner's Pr(jecl Manager. If the Owner
elects to construct the I)r0JCCt PLINUalit to G.1- c,, 149, the amendinent to this Coniract shall hichide the Authority's
Base OPM Contnact Amendment for DBB for Basic Services required for the design-bid-bjrflld construction defively
method. Ifthe Chyner elects to construct the project pursuant to G.L.c. IA .A.the amendment to this Contract shall
include the insertion of thte Authority's Base ChM Contract Amendment for CM at Risk,for Basic Services rquired
For the CM at Risk construction delivery method.
For the perfortriance of the set-vices rquired under this Contract for the F`easibility StUdy Phase and the Schematic
Design Phase, the O%Niier's N-oject Martager squab be compensated by the Owner for Basic Services in accordance
with the Pa3anertt Schedule included as Allacbment A,
IN W11NESS WHEREOF, the and the Onei's 11rojecl Manager have caused this Cont-act to be execuled
by their rcspec11Ve,',1Uth0riz �olfprjcTrs. w
OWN OWNER'S PROJE�'TMAN GER
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MANAMR
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Date. Date.
(Attach Certificate of Vote of"Alithorization)
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TABLE OF CONTENTS
Page
Project description,fee and signatures.......... ................................ .................................I
ARTICLE I DEFINITIONS................................... ............... .................... ...................................3
ARTICLE 2 RELATIONSHIP OF THE PARTIES......----..................-................. .............. ......-...5
ARTICLE 3 RESPONSIBILITIES OF THE OWNER........ .................................... ....................... 6
ARTICLE 4 RESPONSIBILITIES OF THE OWNER'S PROJECT MANAGER..............................7
ARTICLE 5 SUBCONSULTANTS....................................... ................................... ...... ........ ...........9
ARTICLE 6 TERM AND TIMELY PERFORMANCE....... ........................................ ...................9
ARTICLE7 COMPENSATION................ .....--................... .............--.............................................9
ARTICLE8 BASIC SERVICES.,....... ....... .........................-.............................................................10
ARTICLE 9 EXTRA SERVICES....................... .......... .................. ........................................ .....15
ARTICLE 10 REIMBURSABLE EXPENSES............ ........................................ ......... ....... .............16
ARTICLE 11 RELEASE AND DISCHARGE.........—...... ...... ........ ........................—.............. .....17
ARTICLE 12 ASSIGNMENT,SUSPENSION,TERMINATION.......................................................17
ARTICLE13 NOTICES....................... ............... .......................... ........................... ............. ...... .....18
ARTICLE 14 INDEMNIFICATION OF OWNER AND AUTHORITY.............................................18
ARTICLE 15 INSURANCE................. ............—..... ...—.............—.... ....--............ ........................19
ARTICLE 16 OWNERSHIP OF DOCUMENTS........ ......................................................... ...............21
ARTICLE 17 REGULATORY AND STATUTORY REQUIREMENTS...........................................22
ATTACHMENT A: PAYMENT SCHEDULE
ATTACHMENT B: KEY PERSONNEL
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ARTICLE J* DEFINITIONS
APPROVAL--a written communication from the Owner approving either the work of the current
Phase,as identified on Attachment A,or authorizing the Owner's Project Manager to proceed to the
next Phase or approving the scope and compensation for either Extra Services or Reimbursable
Expenses.
ARCHITECT/ENGINEER—herein also referred to as the DESIGNER--the person or firm with
whom the Owner has contracted to perform the professional designer services for this Project.
AUTHORITY—Massachusetts School Building Authority or its authorized representative,created
by St.2004,c. 208.
BASIC SERVICES—the minimum scope of services to be provided by the Owner's Project
Manager under this Contract,unless the Contract is otherwise terminated pursuant to Article 12.
CERTIFICATE OF FINAL COMPLETION—The form prescribed by the Authority
which contains the certification of the Designer, OPM and the Owner that the Project has
reached Final Completion.
COMMISSIONING CONSULTANT — a person or firm engaged by the Authority to provide
building commissioning services, including advisory services during design and construction.
CONTRACT— this Contract, inclusive of all Attachments, between the Owner and the Owner's
Project Manager;all written amendments to this Contract; and all Approvals issued pursuant to this
Contract.
CONTRACTOR or GENERAL CONTRACTOR—the person or firm with whom the Owner
has contracted to perform the construction for this Project pursuant to the provisions of G.L.c. 149,
§§ 44A-44J.
CONSTRUCTION MANAGEMENT AT RISK or"CONSTRUCTION MANAGEMENT
AT RISK SERVICES or CONSTRUCTION MANAGEMENT AT RISK DELIVERY
METHOD or CM at RISK DELIVERY METHOD-a construction method described in
M.G.L.c. 149A wherein a Construction Management at Risk firm provides a range of
preconstruction services and construction management services which may include cost
estimation and consultation regarding the design of the building project,the preparation and
coordination of bid packages,scheduling,cost control,and value engineering,acting as the
general contractor during the construction,detailing the Trade Contractor scope of work,holding
the trade contracts and other subcontracts,prequalifying and evaluating Trade Contractors and
subcontractors,and providing management and construction services,all at a Guaranteed
Maximum Price,which shall represent the maximum amount to be paid by the public agency for
the building project, including the cost of the work,the general conditions and the fee payable to
the Construction Management at Risk Firm.
CONSTRUCTION MANAGER AT RISK,CONSTRUCTION MANAGEMENT at RISK
FIRM or CM at RISK—a sole proprietorship,partnership,corporation,or other legal
entity with which the Owner has contracted pursuant to G.L. c. 149A, § 6(e),to provide
Construction Management at Risk Services;
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EXTRA SERVICES—services requested by the Owner to be performed by the Owner's Project
Manager but which are additional(or"extra")to the services performed as Basic Services.
FEASIBILITY STUDY AGREEMENT —the agreement between the Owner and the Authority
that sets forth the terms and conditions pursuant to which the Authority will collaborate with the
Owner in conducting a feasibility study, which agreement shall include the budget, scope and
schedule for the feasibility study.
FEE FOR BASIC SERVICES—the fee to be paid to the Owner's Project Manager for satisfactorily
performing,in the Owner's sole discretion,the Basic Services required under this Contract,exclusive
of the compensation to which the Owner's Project Manager is entitled pursuant to Articles 9 and 10.
FINAL COMPLETION—The work has been completed in accordance with the Construction
Contract Documents and the educational specifications, schematic plans and drawings and the
Project Funding Agreement approved by the Authority.
GENERAL LAWS—the Massachusetts General Laws as amended,including any rules,regulations
and administrative procedures implementing said laws.
GUARANTEED MAXIMUM PRICE or GMP-The agreed total dollar amount for the
Construction Management at Risk services, including the cost of the work,the general conditions
and the fees charged by the Construction Management at Risk firm.
GUIDELINES AND STANDARDS—Documents published by the Authority including regulations
and procedures that supplement the tasks of Owner's Project Managers contracting with Owners for
projects receiving any funding from the Authority.
NON-TRADE CONTRACTOR—for purposes of a project utilizing the CM at Risk construction
delivery method only, a subcontractor, as described in M.G.L. c. 149A, § 80), who is not a Trade
Contractor,as defined herein,and who has a direct contractual relationship with a CM at Risk whether
or not the work exceeds the threshold sum as identified in M.G.L.c. 149, § 44F(1).
NOTICE to PROCEED—the written communication issued by the Owner to the Contractor or the
CM at Risk authorizing him to proceed with the services specified in the construction contract or the
CM at Risk contract and establishing the date for commencement of the contract time.
OWNER — the entity identified as such on page one of this Contract, or its authorized
representative, that is the owner of the property that is the site of the Project and is responsible for
administering this Contract.
OWNER'S PROJECT MANAGER—the individual,corporation,partnership, sole proprietorship,
joint stock company,joint venture or other legal entity identified as such on page one of this Contract
performing the professional Project Management Services under this Contract.
PHASE—a distinct portion of the work of this Contract and its associated duration,as identified on
Attachment A. Prior Approval to proceed for each Phase is required from the Owner.
PRINCIPALS — the owners and/or officers of the Owner's Project Manager who are actively
involved in the management of the Project.
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PROJECT — all work that pertains to the study, planning, design, construction, reconstruction,
installation, demolition, maintenance or repair, if any, as defined in the Project Scope and Budget
Agreement or Project Funding Agreement.
PROJECT BUDGET—a complete and full enumeration of all costs of the Project,as defined in the
Owner-Authority Project Scope and Budget Agreement or Project Funding Agreement.
PROJECT DIRECTOR—the employee of the Owner's Project Manager who has been designated
in writing by the Owner's Project Manager as its authorized representative,as approved by the Owner,
and subject to the approval of the Authority,pursuant to the requirements of M.G.L. c.149
§44A'/2 or G.L. c. 149A, § 2, as the case may be, for an "owner's project manager" and 963 CMR
2.00 et seq.,and shall be the person who shall oversee and be responsible for all Project Management
Services provided under this Contract. The Project Director shall be certified in the Massachusetts
Certified Public Purchasing Official Program as administered by the Inspector General of the
Commonwealth of Massachusetts.
PROJECT FUNDING AGREEMENT—the Project Funding Agreement described in the 963
CMR 2.02 and executed by the Authority and the Owner.
PROJECT REPRESENTATIVE — the employee or a Subconsultant of the Owner's Project
Manager,who shall be dedicated exclusively to the Project,on-site full-time during the Construction
Phase in accordance with the requirements of Article 8.6.2.
PROJECT SCHEDULE—a complete list of all activities, time and sequence required to complete
the Project, as defined in the Owner-Authority Project Scope and Budget Agreement or Project
Funding Agreement.
PROJECT SCOPE AND BUDGET AGREEMENT — the Agreement described in 963 CMR
2.10(10)and executed by the Authority and the Owner.
REIMBURSABLE SERVICES OR REIMBURSABLE EXPENSES—the cost of services
requested by the Owner to be performed by the Owner's Project Manager or the cost of expenses
paid by the Owner's Project Manager that are reimbursable pursuant to the provisions of Article 10.
SUBCONTRACTOR—for purposes of a project utilizing the design-bid-build construction delivery
method pursuant to G.L. c. 149, a person or entity having a direct contractual relationship with the
Contractor, who has the contract to perform the construction of the Project, except as otherwise
specifically provided herein or as required by Law.
SUBCONSULTANT — any individual, company, firm, or business having a direct contractual
relationship with the Owner's Project Manager, who provides services on the Project.
TRADE CONTRACTOR—for purposes of a project utilizing the CM at Risk construction delivery
method only, subcontractors having a direct contractual relationship with a CM at Risk pursuant to
G.L. c. 149A, § 8 (a)-(0,to perform one or more so-called sub-bid classes of work listed in M.G.L.
c.149 §44F and all other sub-bid classes of work selected by the public agency for the Project,
provided the sub-bid work meets or exceed the threshold sum identified in M.G.L. 149
§44F(1).
ARTICLE 2: RELATIONSHIP OF THE PARTIES
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2.1 The Owner's Project Manager shall act as an independent contractor of the Owner in
providing the services required under this Contract.
2.2 The Owner's Project Manager warrants and represents to the Owner that it has fully,
completely and truthfully represented the qualifications and skills of the Owner's Project
Manager, its Subconsultants, agents, servants and employees in the proposal submitted by
the Owner's Project Manager, the Contract documents and in all communications with the
Owner relative to this Contract and the services to be performed hereunder by the Owner's
Project Manager,its Subconsultants,agents,servants and employees.
2.3 The Owner's Project Manager shall perform its services under this Contract with no less than
that degree of skill and care ordinarily exercised by similarly situated members of the
Owner's Project Manager's profession on projects of similar size, scope and complexity as
is involved on the Project. The Owner's Project Manager's services shall be rendered in
accordance with this Contract.
2.4 The Parties hereto agree that the Designer is solely responsible for the design requirements
and design criteria for the Project (except to the extent specifically delegated to others) and
for performing in accordance with the contract between the Owner and Designer.
2.5 The Parties hereto agree that the Contractor or CM at Risk,as the case may be,shall be solely
responsible for construction means, methods, techniques, sequences and procedures, the
Contractor's or CM at Risk's schedules, and for safety precautions and programs in
connection with the Project and for performing in accordance with the Owner-Contractor
Agreement or the Owner-CM at Risk Agreement. The Owner's Project Manager shall be
responsible for the Owner's Project Manager's negligent acts or omissions but shall not have
control over or charge over acts or omissions of the Contractors,CM at Risk,Subcontractors,
Trade Contractors or Non-Trade Contractors or the agents or employees of the Contractor,
CM at Risk, Subcontractors, Trade Contractors or Non-Trade Contractors the Designer, the
Authority,the Owner or the Commissioning Consultant.
2.6 Nothing in this Contract shall be construed as an assumption by the Owner's Project Manager
of the responsibilities or duties of the Contractor or the CM at Risk or the Designer. The
Owner's Project Manager's services shall be rendered compatibly and in coordination with
the services provided by the Designer. It is not intended that the services of the Owner's
Project Manager and Designer be competitive or duplicative,but rather complementary. The
Owner's Project Manager shall be entitled to rely upon the Designer and Contractor or CM
at Risk for the proper performance of their obligations pursuant to their respective contracts
with the Owner.
ARTICLE 3: RESPONSIBILITIES OF THE OWNER
3.1 The Owner shall be responsible to oversee and monitor the performance of the Owner's Project
Manager to ensure that it performs its obligations in a satisfactory manner. The Owner shall
provide the necessary general direction and broad management coordination required to
execute the Project.
3.2. The Owner shall designate an individual or individuals who shall have the authority to act on
behalf of the Owner under this Contract and who shall be responsible for day-to-day
communication between the Owner and the Owner's Project Manager.
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3.3 Upon satisfactory completion of services performed, the Owner shall make payments to the
Owner's Project Manager as provided in Articles 7, 8,9 and 10.
3.4 The Owner shall be responsible for requiring the Contractor or CM at Risk and/or the Designer
to comply with their respective contract obligations and to cooperate with the Owner's Project
Manager.
3.5 The Owner shall provide timely information with respect to its requirements relative to the
Project Schedule and the Project Budget, and shall further give timely notice to the Owner's
Project Manager of any changes or modifications to thesame.
3.6 To the extent such data is available,the Owner shall furnish to the Owner's Project Manager
existing surveys of the Project site, building plans, borings, test pits, structural, mechanical,
chemical or other test data, tests for air and water pollution and for hazardous materials,
photographs and utility information. The Owner's Project Manager shall be entitled to
reasonably rely upon the sufficiency and accuracy of the information furnished under this
Article 3.6, provided that the Owner's Project Manager shall notify the Owner in writing of
any deficiencies in such data that the Owner's Project Manager becomes aware of.
ARTICLE 4: RESPONSIBILITIES OF THE OWNER'S PROJECT MANAGER
4.1 The Owner's Project Manager shall provide project management services to monitor
procurement procedures, design, construction and other related activities and to facilitate,
coordinate and manage the Project with respect to timely performance in accordance with the
Project Schedule and monitor the quality of services and workmanship and shall recommend
courses of action to the Owner when respective contractual requirements are not being fulfilled.
Services shall continue through substantial use and occupancy by the Owner, and Project
closeout.As part of Basic Services,the Owner's Project Manager shall provide information as
requested during final auditing as conducted by the Authority.
4.2 The Owner's Project Manager shall perform the services required under this Contract in
conformance with applicable federal, state,and local laws,ordinances andregulations.
4.3 The Owner's Project Manager shall report to the Owner any act or inaction in connection with
the Project which the Owner's Project Manager believes creates a substantial health or safety
risk.Notwithstanding the immediately preceding sentence, the Owner's Project Manager shall
not assume responsibility for safety precautions and programs in connection with the Project,
which shall remain the sole responsibility of the Contractor or CM at Risk, as the case may
be.
4.4 The Owner's Project Manager shall comply with terms and conditions of all project agreements
executed between the Owner and the Authority and any and all administrative directives issued
by the Authority now in effect or hereafter promulgated during the term of this Contract,
without any additional compensation. The Owner shall reasonably compensate the Owner's
Project Manager for complying with any such term or condition or directive, that was not
provided to or was not readily available to the Owner's Project Manager prior to such
Services being performed and that materially impacts the Owner's Project Manager's scope,
or other aspect of its Services, Fee, schedule, or any obligations and responsibilities under
this Contract.
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4.5 The Owner's Project Manager acknowledges the importance that the Owner attributes to the
abilities and qualifications of the key members of the Owner's Project Manager's team,
including Subconsultants,and the continuity of key members participation in the services to be
provided under this Contract. This Contract has been entered into on the representation of the
Owner's Project Manager that the individuals, consultants, assignments and responsibilities
will be maintained throughout the duration of this engagement.No substitution or replacement
of individuals or change in the Subconsultants,listed in Attachment B,shall take place without
the prior written approval of the Owner and the Authority,except when necessitated by causes
beyond the Owner's Project Manager's control. If the Owner's Project Manager proposes to
replace one of the key members of the Owner's Project Manager's team,the Owner's Project
Manager shall propose a person or consultant with qualifications at least equal to the person
or firm the Owner's Project Manager proposes to replace. The Owner and the Authority shall
have the right to approve any substitution or replacement or change in status for the persons or
Subconsultants listed in Attachment B and such approval shall not be unreasonably withheld.
At the request of the Owner, the Owner's Project Manager shall consult with the Owner to
resolve any situation in which the Owner determines that a member of the Owner's Project
Manager's team is failing to perform services in an acceptable manner to the Owner.The Owner
shall have the right to direct the removal of any such person or consultant.No act or omission
of the Owner or the Authority made or permitted under this Section shall relieve the Owner's
Project Manager of its responsibility for the performance of the services specified in this
Contract.
4.6 The Owner's Project Manager shall employ at all times professional and support personnel with
requisite expertise and adequate numbers to assure the complete, timely and high quality
performance of the obligations of the Owner's Project Manager.
4.7 The Owner's Project Manager shall be and shall remain liable to the Owner for all damages
incurred by the Owner as a result of the failure of the Owner's Project Manager to perform in
conformance with the terms and conditions of this Contract.
ARTICLE 5: SUBCONSULTANTS
5.1 The Owner's Project Manager may employ Subconsultants, subject to the prior written
approval of the Owner and subject to Paragraph 10.3 in order to perform Basic, Extra and
Reimbursable services under this Contract.The employment of Subconsultants shall not in any
way relieve the Owner's Project Manager from its responsibilities under this Contract.Nor shall
the Owner's approval of a Subconsultant in any way relieve the Owner's Project Manager from
its responsibilities under this Contract.
5.2 Upon request,the Owner's Project Manager shall provide the Owner copies of its agreements
with Subconsultants, including amendments thereto, and shall consult with the Owner with
respect to the inclusion therein of appropriate terms and conditions to assure timely, efficient
and competent performance of the Subconsultants.
5.3 No substitution of Subconsultants and no use of additional Subconsultants shall be made
without prior written approval of the Owner, which approval shall not be unreasonably
withheld.
5.4 The OPM shall be responsible for all compensation to be paid to a subconsultant. No
Subconsultant shall have recourse against the Owner or the Authority for payment of monies
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alleged to be owed to the Subconsultant by the Owner's Project Manager, and the Owner's
Project Manager shall include in all contracts with its Subconsultants language so providing.
5.5 All contracts between the Owner's Project Manager and its Subconsultants shall include a
provision in which the Owner's rights to initiate corrective action shall be stipulated
ARTICLE 6: TERM AND TIMELY PERFORMANCE
6.1 The Owner's Project Manager acknowledges that expeditious completion of the Owner's
Project Manager's services and the Project is of the utmost importance to the Owner. The term
of this Agreement shall commence on the date stipulated in an Approval to proceed from the
Owner. The Owner's Project Manager shall complete the services required under this Contract
in a prompt and continuous manner. The Owner's Project Manager shall perform its services
in a timely manner and shall not delay the work of the Designer. Contractor or CM at Risk.
The Owner's Project Manager shall monitor the performance of the Designer and the
Contractor or CM at Risk in accordance with schedules of performance that are established
under their contracts with the Owner. The Owner's Project Manager shall immediately advise
the Owner,as well as the Designer or the Contractor or CM at Risk, in writing, any time the
Owner's Project Manager determines that either the Designer or the Contractor's or CM at
Risk's performance is jeopardizing the Project Schedule or the Project Budget.
6.2 Time is of the essence in the performance of the Owner's Project Manager's obligations under
this Agreement and under any amendment. The Owner's Project Manager agrees that no other
work in its organization will be permitted to interfere with its timely performance of the work
required under this Agreement or any amendment.
6.3 The Owner's Project Manager's services are to be provided in accordance with the time
schedule set forth in the Feasibility Study Agreement and the Project Scope and Budget
Agreement. If the schedule changes causing the need for revisions to the Owner's Project
Manager's services,the Owner's Project Manager shall notify the Owner of the revisions to its
services.The Owner shall have the right to extend the term of this Contract by amendment.All
the rights and obligations of the parties for such extended periods shall be as set forth in this
Contract or in the amendment.
ARTICLE 7: COMPENSATION
7.1 For the satisfactory performance of all services required pursuant to this Contract, excluding
those services specified under Articles 9 and 10, the Owner's Project Manager shall be
compensated by the Owner in an amount up to the Not-to-Exceed Fee for Basic Services,
identified on Attachment A.The Owner's Project Manager shall submit invoices on a monthly
basis in accordance with the Payment Schedule included as Attachment A. The Owner shall
make payments to the Owner's Project Manager within 30 days of the Owner's approval of
the invoice,which approval shall not be unreasonably withheld or delayed.
7.2 The Fee for Basic Services shall include,but not necessarily be limited to,all labor,overhead,
profit, insurance, legal services, transportation, communication expenses,reasonable printing
and copying necessary for completion of the Project. The fee for Basic Services also shall
include (a) the costs of rebidding and resolicitation of proposals, bids, or
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qualifications if due to the fault of the Owner's Project Manager, and(b) assisting the Owner
as provided by section 8.1.4.2 in litigation or resolution of claims or other administrative
proceedings associated with a bid protest arising out of the Designer contract or the construction
contract and for assistance beyond the requirements of S.1.4.2 if such litigation or claims are
due to the fault of the Owner's Project Manager.
7.3 When the Owner's Project Manager receives payment from the Owner, the Owner's Project
Manager shall promptly make payment to each Subconsultant whose work was included in the
work for which such payment was received. The Owner shall have the contractual right to
investigate any breach of performance of a Subconsultant and to initiate corrective measures it
determines are necessary and in the best interest of the Owner. All contracts between the
Owner's Project Manager and its Subconsultants shall include a provision in which the Owner's
rights to initiate corrective action shall be stipulated.
7.4 The Owner's Project Manager shall be paid the remainder of the Fee for Basic Services, less
previous payments,upon acceptance by the Owner of the Certificate of Final Completion and
submission of evaluations.
ARTICLE 8: BASIC SERVICES
The Owner's Project Manager shall perform the following Basic Services:
8.1 Project Management(For All Phases)
8.1.1 The Owner's Project Manager shall prepare a communication and document control
procedure during the Feasibility Study/Schematic Design Phase and continue to update
it as specified for the duration of the Project. This procedure shall detail the
responsibilities and lines of communication among all Project participants (Owner,
Authority, Owner's Project Manager, Designer, Contractor or CM at Risk,
Subcontractors, Trade Contractors, Non-Trade Contractors and other consultants,
vendors or suppliers) and establish the procedure for correspondence, document
control,designer and contractor or CM at Risk submittal logs,change order reporting
logs and other tracking logs, as needed. The Owner's Project Manager shall include
the Designer in its distribution of the Project Budget, Schedule, Monthly Progress
Report and other reports as appropriate and as outlined in the Communications Plan.
8.1.1.2 The Owner's Project Manager shall assist the Owner in the preparation of all
information,material,documentation,and reports that may be required or requested
by the Authority, including without limitation, documentation related to incentive
reimbursement percentage points that may be awarded to the Owner by the
Authority,requests for reimbursement,and audit materials.
8.1.1.3 The Owner's Project Manager shall prepare agendas for and attend school building
committee meetings, attend meetings with other representatives of the Owner,
municipal administration and the school department, and attend neighborhood
meetings relating to the Project, and participate as a member of the Owner's
Prequalification Committee,The Owner's Project Manager shall take minutes of all
of the above-referenced meetings and promptly distribute minutes of these meetings
to the Owner.
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8.1.1.4 The Owner's Project Manager shall review all applications for payments,requisitions
and invoices relating to the Project as submitted by the Designer,equipment vendors
and all other contractors and suppliers and make recommendations to the Owner
relative to amounts due.
8.1.2 Project Control
During the Feasibility Study/Schematic Design Phase of this Contract, the Owner's
Project Manager shall monitor and report to the Owner and the Authority any changes
to the Feasibility Study Budget, Scope and Schedule established in the Owner-
Authority Feasibility Study Agreement.
8.1.2.1 Project Budget
The Owner's Project Manager shall prepare a detailed baseline Project Budget in a
form acceptable to the Owner and the Authority, which will be reviewed and
agreed upon by the Owner and the Authority asp of the Project Scope and
Budget Agreement and further subject to approval by the MSBA. The Owner's
Project Manager shall monitor and compare all Designer estimates,contractor bids,
Guaranteed Maximum Price (if applicable), and other cost information to this
Project Budget and identify and report all variances to the Owner and the
Authority. The Owner's Project Manager shall maintain and update the baseline
Project Budget throughout the term of this Contract.The Owner's Project Manager
shall report any variances to the baseline Project Budget as part of the Monthly
Progress Report.
The Owner's Project Manager shall prepare revisions to the baseline Project Budget,
as needed,and submit them to the Owner forapproval.
8.1.2.2 Cost Estimating
The Owner's Project Manager shall prepare detailed independent cost estimates at
each Design phase (feasibility/schematic).when required by the Owner. If the
Owner requires the Owner's Project Manager to prepare an independent cost
estimate, the Owner's Project Manager shall compare its cost estimate to that
prepared by the Designer to identify and notify the Owner of any variances.
In the event that the cost as estimated by the Designer exceeds the construction
cost in the Project Budget at any of the Design phases,the Owner's Project Manager
shall consult with the Designer and recommend to the Owner appropriate revisions
to the scope of work.
The Owner's Project Manager shall provide cost estimating services, as may be
required,to develop cash flows.
During the schematic design Phase,the Owner's Project Manager shall prepare a
construction cost estimate in Uniformat 11 Level 2 format with aggregated unit
rates and quantities supporting each item.
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8.1.2.3 Project Schedule
The Owner's Project Manager shall prepare a Project Schedule in a form
acceptable to the Owner and the Authority, which will be reviewed and agreed
upon by the Authority as part of the Project Scope and Budget Agreement and
further subject to approval by the Authority.
The Owner's Project Manager shall prepare revisions to the Project Schedule, as
needed, and submit them to the Owner for approval.
8.1.2.4 INTENTIONALLY LEFT BLANK
8.1.3 Monthly Progress Report
The Owner's Project Manager shall submit to the Owner and the Authority no later
than the twelfth day of each calendar month a written Monthly Progress Report
summarizing activity during the preceding calendar month. The Monthly Progress
Report shall be submitted in a format acceptable to the Authority and shall describe
work performed by all project participants (OPM, Designer, Contractor or CM at
Risk)during the reporting period and work planned for the next reporting period.The
report shall also address matters of schedule adherence (Project Schedule as well as
individual completion percentages for design and construction),costs to date(updated
Project Budget and actual expenses incurred), change orders and potential change
orders, cash flow projections, Contractor's or CM at Risk's safety performance,
Designer's QA/QC, Contractor's or CM at Risk's environmental compliance,
community issues, Designer and Contractor or CM at Risk's MBE/WBE activities,
the Designer and Contractor or CM at Risk's M.G.L.c. 149 Workforce Participation
activities, any issues that could result in additional time and/or additional costs and
any anticipated problems/concerns together with recommended solutions.
8.1.4 INTENTIONALLY LEFT BLANK
8.1.5 MBE/WBE and Workforce Participation Compliance Monitoring(All Phases)
(a) The Owner's Project Manager shall monitor and report on the Designer's and
Contractor's or CM at Risk's compliance with MBE/WBE requirements as set
forth in M.G.L. c. 7C, §6 and M.G.L. c. 7, §61.
(b) The Owner's Project Manager shall monitor and report on the Designer's and
Contractor's or CM at Risk's compliance with the Commonwealth's Workforce
Participation requirements set forth in M.G.L. c. 149, § 44A(2)(g).
8.1.6 Site Investigations and Environmental Testing
Prior to Designer Selection,the Owner's Project Manager shall assist the Owner in
determining the need for and the implementation of site evaluation and testing
including, but not necessarily limited to, site surveys, wetlands evaluation,
environmental evaluations, hazardous materials evaluation, subsurface testing
(percolation tests, test pits,borings, etc.), destructive testing and other investigative
work in the case of renovation projects. The determination that any additional
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services or testing need to be performed shall rest with the Owner or Designer.
8.1.7 Project Records and Reports(All Phases)
The Owner's Project Manager shall maintain a complete Project file including,but not
necessarily limited to, a copy of the executed agreements of the Owner-Owner's
Project Manager,Owner-Architect/Engineer and the Owner-Contractor or Owner-CM
at Risk,including copies of performance and payment bonds, a master list of permits,
certificates of insurance, licenses and approvals for the Project,correspondence, daily
reports, payment records, shop drawings, submittals, project schedules, requests for
information,change orders/amendments,change directives and meeting minutes. The
Owner's Project Manager shall assist the Owner in responding to any public records
request received by the Owner.
8.2 Feasibility Study/Schematic Design Phase
8.2.1 Designer Selection
The Owner's Project Manager shall coordinate the designer selection process for the Owner
in accordance with the Authority's Designer Selection Guidelines. Services shall include:
8.2.1.1 The Owner's Project Manager shall assist the Owner in preparing the schedule
for designer selection,advertisement,request for services,selection criteria and
other materials required for the application package in accordance with
Authority guidelines and submit to the Authority for review and approval prior
to advertising.
8.2.1.2 The Owner's Project Manager shall record the names and addresses of all
designers who request an application package, shall notify all interested
designers of any changes to the request for services or application package and
shall respond to project specific questions.The Owner's Project Manager shall
complete reference checks on all applicants and provide the Owner with a
report on the references.
8.2.1.3 The Owner's Project Manager shall review each submitted application to be
sure it is complete and shall submit the application packages as well as the
completed references to the Authority at least two weeks before the targeted
Designer Selection Panel meeting.
8.2.1.4 The Owner's Project Manager shall present the project particulars and the
results of the reference checks to the Authority's Designer Selection Panel.
8.2.1.5 The Owner's Project Manager shall assist the Owner in the negotiation of the
design contract with the first-ranked firm.
8.2.2 Feasibility Study/Schematic Design
The Owner's Project Manager shall monitor the activities and responsibilities of the
Designer during this phase and assist the Owner in the review of the proposed scope,
schedule and budget, developed by the Designer, including the review of the Designer's
preliminary drawings. The Owner's Project Manager shall:
a. Prepare independent construction cost estimates pursuant to Section
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8.1.2.2 of this Contract for comparison with the Designer's cost
estimates. (Two estimates during Task 8.2.2)
b. Work with the Owner and Designer to prepare the Project Schedule.
8.2.2.1 The Owner's Project Manager shall review the schematic design to
recommend Value Engineering Changes (VEC) to the Owner. A Value
Engineering Change shall include an analysis of the constructability, cost,
quality and schedule impact. The Designer will be responsible for a thorough
review and recommendation on the technical merit of any VEC.
8.2.2.2 The Owner's Project Manager shall lead design coordination meetings every
two weeks, between the Designer and the Owner and, as required, the
Authority, to provide for review and discussion of design/engineering related
issues.The Owner's Project Manager shall provide technical assistance to the
Owner. The Owner's Project Manager shall take and distribute minutes of
these meetings to the Owner.
8.2.2.3 The Owner's Project Manager shall assist in the implementation of additional
site evaluation and testing as required by the Designer, including, but not
necessarily limited to, site surveys, wetlands evaluation, environmental
evaluations, hazardous materials evaluation, subsurface testing (percolation
tests, test pits, borings, etc.), destructive testing and other investigative work
in the case of renovationprojects.
8.2.2.4 The Owner's Project Manager shall monitor the status of the Designer contract
including monitoring the schedule of the Designer, provide review and
comment of Designer's work product and make recommendations to the
Owner when,in the opinion of the Owner's Project Manager,requirements of
the Designer's contract with the Owner are not being fulfilled.
8.2.2.5 The Owner's Project Manager shall meet with the Owner,Designer and other
project participants as necessary.
8.2.2.6 The Owner's Project Manager shall assist the Owner with the completion of
grant applications for funding for the study of green design strategies and assist
by identifying green strategies,as appropriate,for study during this phase.The
Owner's Project Manager shall assist the Owner and Designer, as needed, in
the preparation of the certification required for Green Schools in accordance
with the current edition of the MA-CHPS or LEED for Schools guidelines.
8.2.2.7 The Owner's Project Manager shall assist the Owner in determining the
appropriate construction delivery methodology for the Proposed Project. In
providing such assistance, the Owner's Project Manager, in conjunction with
the Designer, shall advise the Owner on the relative advantages and
disadvantages associated with each of the construction delivery methods
provided in M.G.L. Chapters 149 and 149A. The services provided by the
Owner's Project Manager in assisting and advising the Owner in its
determination of the appropriate construction delivery methodology shall be
included in Basic Services.
If the Owner elects to proceed with the CM at Risk construction delivery
method when directed by the Owner,the Owner's Project Manager shall, in a
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timely manner, assist and advise the Owner in properly preparing and
submitting to the Office of the Inspector General, the application to proceed
with the CM at Risk construction delivery method and in obtaining a notice to
proceed, in accordance with the provisions of M.G.L. c. 149A, § 4, and the
applicable regulations and procedures promulgated by the Inspector General.
The Owner's Project Manager shall assist the Owner in correcting and
resubmitting the application to proceed,as necessary,and in responding to any
requests for additional information from the office of the Inspector General..
The services provided by the Owner's Project Manager in assisting and advising
the Owner with the preparation and submission of the application to proceed
with the CM at Risk construction delivery method shall be included in Basic
Services.
If the Inspector General issues a notice to proceed with the CM at Risk delivery
method, and if the Owner, at its option, authorizes the Owner's Project
Manager to perform services for subsequent design phases and/or the
Construction Phases and Completion Phase,the Parties will enter into a
mutually agreed upon amendment to this Contract using the amended
Contract language for CM at Risk delivery method prescribed by the
Authority. In the event that the Inspector General does not issue a notice to
proceed with the CM at Risk delivery method, the Owner, at its option, may
elect to construct the project in accordance with the provisions of
M.G.L. c. 149.
INTENTIONALLY LEFT BLANK FOR INSERTION OF ARTICLES 8.3
THROUGH 8.8 FOR EITHER DBB OR CM AT RISK CONSTRUCTION
DELIVERY METHOD AT THE ELECTION OF THE OWNER AND BY
AMENDMENT TO THE CONTRACT
ARTICLE 9: EXTRA SERVICES
9.1 General
9.1.1 Extra Services are those services requested by the Owner to be performed by the
Owner's Project Manager but which are additional (or "extra") to the services
performed as Basic Services. Such services are not included in the Fee for Basic
Services and shall be invoiced and paid for separately. Extra services shall not be
deemed authorized until a written Approval is received from the Owner.
9.1.2 The proposed cost,scope and schedule of all Extra Services shall be presented to and
approved by the Owner in writing prior to the performance of any Extra Services.
9.1.3 Cost proposals for Extra Services shall be computed in accordance with the Hourly
Rate Schedule established in Attachment A.
9.2 Unless specifically prohibited elsewhere and with the prior written Approval of the Owner,
the Owner's Project Manager shall perform anyof the following services as Extra Services:
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9.2.1 Preparing special studies, reports, or applications at the written direction of the
Owner,other than those specifically required herein as part of Basic Services;
9.2.2 Assisting in the appeals process of permitting boards or commissions;
9.2.3 Rebidding, resolicitation, or re-advertising for bids, proposals, or qualifications
unless made necessary by the fault of the Owner's Project Manager,in which events
such rebidding shall be deemed part of Basic Services;
9.2.4 Furnishing services in connection with a bid protest filed in court or with the Office
of the Attorney General,provided such activities did not arise due to the fault of the
Owner's Project Manager;
9.2.5 Furnishing services in excess of Basic Services made necessary by the termination
of the General Contractor or CM at Risk;
9.2.6 Providing consultation with respect to replacement of work damaged by fire or other
casualty during construction;
9.2.7 Assisting the Owner in litigation, claims resolution or non-binding mediation
arising out of the Designer contract or the construction contract, provided such
litigation or claims did not arise due to the fault of the Owner's Project Manager;
and
9.2.8 Providing other services requested by the Owner that are not included as Basic
Services pursuant to this Contract.
9.3 Invoices for Extra Services shall be accompanied by a complete breakdown listing the name,
payroll title,date,number of hours by day,hourly rate and extended amount,per specified task
of Extra Services performed.Hourly rates shall be in accordance with the Hourly Rate Schedule
in Attachment A.
ARTICLE 10:REIMBURSABLE EXPENSES
10.1 For coordination and responsibility for the work described in the following paragraphs 10.1.1
and 10.1.2,the Owner's Project Manager shall be reimbursed its actual costs and those of its
Subconsultants, supported by invoices or receipts,plus 10%. The following are reimbursable
expenses:
10.1.1 Certain out of pocket expenses paid by the Owner's Project Manager such as filing
fees,and permit fees that are normally paid by the Owner; travel to fabrication or
manufacturing locations to identify completed,identified,and stored materials or
equipment specifically for the Project;field office furnishings.
10.1.2 Any other specially authorized reimbursement deemed essential by the Owner,in
the Owner's sole discretion,in writing.
10.2 Non-Reimbursable Items: The Owner shall not reimburse the Owner's Project Manager or
its Subconsultants for travel expenses,sustenance,telephone,facsimiles,electronic mails,
postage and delivery expenses,unless specifically required elsewhere in this Contract.
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10.3 The Owner's Project Manager shall not be entitled to compensation under this Article for the
services of Subconsultants hired to perform Basic Services under this Contract. If a
Subconsultant hired to perform Basic Services performs Extra Services approved by the
Owner,compensation for such Extra Services shall be made under Article 9.
ARTICLE I I--ULLEASE AND DISCHARGE
11.1 The acceptance by the Owner's Project Manager of the last payment under the provisions of
Article 7 or Article 12 in the event of termination of the Contract, shall in each instance,
operate as and be a release to the Owner and the Authority and their employees and agents,
from all claims of the Owner's Project Manager and its Subconsultants for payment for
services performed and/or fumished,except for those written claims submitted by the
Owner's Project Manager to the Owner and Authority with,or prior to,the last invoice.
ARTICLE 12: ASSIGNMENT-SUSPENSION,TERMINATION
12.1 Assigpment:
12.1.1 The Owner's Project Manager shall not assign or transfer anypart of its services or
obligations under this Contract(other than as specified in Article 5), without the
prior written approval of the Owner and the Authority.Likewise,any successor to
the Owner's Project Manager must first be approved by the Owner and the
Authority before performing any services under this Contract.Such written
consent shall not in any way relieve the Owner's Project Manager or its assignee
from its responsibilities under this Contract.
12.2 Suspension
12.2.1 The Owner may, at any time, upon seven (7) days written notice to the Owner's
Project Manager, suspend this Contract. If the Owner provides such written notice,
the Owner's Project Manager shall be compensated for work satisfactorily
performed in accordance with the Contract terms prior to the effective date of such
suspension for which invoices have been properly submitted.
12.3 Termination
12.3.1 By written notice to the Owner's Project Manager, the Owner may, with prior
written approval of the Authority,terminate this Contract at any time with or without
cause. If such termination shall occur through no fault of the Owner's Project
Manager,all compensation and reimbursement due to the Owner's Project Manager
in accordance with the Contract terms, for work satisfactorily performed up to the
date of termination,including proportionate payment for portions of the work started
but incomplete at the time of termination, shall be paid to the Owner's Project
Manager, provided no payment shall be made for work not yet performed or for
anticipated profit on unperformed work. If such termination is for cause then
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no further payment shall be due to the Owner's Project Manager beyond the date of
termination.
12.3.2 By written notice to the Owner and the Authority,the Owner's Project Manager
may terminate this Contract:
(a) if the Owner,within thirty(30)days following written notice from the
Owner's Project Manager of any material default by the Owner under the
Contract,shall have failed to cure such default; or
(b) if, after the Owner's Project Manager has performed all services required
during any phase prior to construction, at least six(6)months have elapsed
without receipt by the Owner's Project Manager of Approval to proceed
with the next Phase of the Project,provided the delay was not the fault of
the Owner's Project Manager. This provision shall not apply to an
Owner's Project Manager who has received a notice of suspension
pursuant to Article 12.2.
(c) Upon a proper termination by the Owner's Project Manager, the Owner's
Project Manager shall be compensated as provided in 12.3.1 above
regarding termination without cause.
ARTICLE 13: NOTICES
13.1 Any notice required to be given by the Owner or Authority to the Owner's Project Manager,
or by the Owner's Project Manager to the Owner or Authority,shall be deemed to have been
so given, whether or not received, if mailed by certified or registered mail to the Owner's
Project Manager or the Owner at the addresses indicated on page one or to the Authority at
40 Broad Street,Boston,Massachusetts 02109.Notices to the Authority shall be sent to the
attention of the Director of Capital Planning.
ARTICLE 14: INDEMNIFICATION OF OWNER AND AUTHORITY
14.1 With respect to professional services rendered by Owner's Project Manager,to the
fullest extent permitted by law, Owner's Project Manager shall defend,indemnify
and hold harmless the Owner,and its officers and employees from and against all
claims,damages, liabilities,injuries,costs, fees, expenses,or losses, including,
without limitation,reasonable attorney's fees and costs of investigation and
litigation,whatsoever which may be incurred by the Owner to the extent caused by
the negligence of or the breach of any of the provisions of this Contract by the
Owner's Project Manager,a person employed by the Owner's Project Manager,or
any of its Subconsultants.
14.2 With respect to non-professional services rendered by Owner's Project Manager, to
the fullest extent permitted by law, Owner's Project Manager shall defend,
indemnify and hold harmless the Owner and the Authority,and their officers and
employees from and against all claims, damages, liabilities, injuries,costs,fees,
expenses,or losses,including,without limitation,reasonable attorney's fees and
costs of investigation and litigation,whatsoever which may be incurred by the
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Owner and/or the Authority arising out of or resulting from the performance of its
services provided that such claims, damages,liabilities, injuries,costs, fees,
expenses, or losses are attributable to bodily injury or death or injury to or
destruction of tangible property and to the extent caused by an act or omission of the
Owner's Project Manager, a person employed by the Owner's Project Manager, or
any of its Subconsultants.
14.3 The indemnification obligation in this Article shall be in addition to, and not a
limitation of,any other rights and remedies available to the Owner under this
Contract or at law.
ARTICLE 15: INSURANCE
15.1 The Owner's Project Manager shall obtain and maintain at its sole expense all insurance
required by law and as may be required by the Authority and by the Owner under the
terms of this Contract. The insurance required hereunder shall be provided at the sole
expense of the Owner's Project Manager or its Subconsultant,as the case may be,and
shall be in full force and effect for the full term of this Contract between the Owner and
the Owner's Project Manager or for such longer period as otherwise required under this
Contract.
15.2 All policies shall be issued by companies lawfully authorized to write that type of
insurance under the laws of the Commonwealth of Massachusetts with a financial
strength rating of"A"or better as assigned by A.M. Best Company, or an equivalent
rating assigned by a similar rating agency acceptable to the Owner and the Authority.
15.3 The Owner's Project Manager and its Subconsultants, shall submit to the Owner original
certificates of insurance evidencing the coverage required hereunder,together with
evidence that all premiums for such insurance have been fully paid simultaneously with
the execution of this Contract. Certificates shall show each type of insurance, insurance
company,policy number, amount of insurance,deductibles/self-insured retentions,and
policy effective and expiration dates. The Owner's Project Manager shall submit updated
certificates to the Owner and the Authority prior to the expiration of any of the policies
referenced in the certificates so that the Owner and the Authority shall at all times
possess certificates indicating current coverage. Original certificates shall be provided to
the Authority by the Owner's Project Manager upon request by the Authority. Failure by
the Owner's Project Manager to obtain and maintain the insurance required by this
Section,to obtain all policy renewals, or to provide the respective insurance certificates
as required shall constitute a material breach of the Contract and shall be just cause for
termination of the services of the Owner's Project Manager under this Contract.
15.4 Termination,cancellation,or material modification of any insurance required by this
Contract,whether by the insurer or the insured, shall not be valid unless written notice
thereof is given to the Owner and the Authority at least thirty days prior to the effective
date thereof,which shall be expressed in said notice.
15.5 The Owner's Project Manager shall require by contractual obligation, and shall ensure by
the exercise of due diligence,that any Subconsultant hired in connection with the services
to be provided under this Contract shall obtain and maintain all insurance required by law
and as may be required by the Owner under the terms of this Contract.
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15.6 The Owner's Project Manager or its Subconsultant, as the case may be,is responsible for
the payment of any and all deductibles under all of the insurance required by this
Contract.Neither the Owner nor the Authority shall be responsible for the payment of
deductibles, self-insured retentions or any portion thereof.
15.7 Workers' Compensation, Commercial General Liability Automobile Liability,and
Valuable Papers
The Owner's Project Manager shall purchase and maintain at its own expense during the
life of this Contract,or such other time period as provided herein, the following types and
amounts of insurance, at a minimum:
15.7.1 Workers' Compensation Insurance in accordance with General Laws Chapter
152. The policy shall be endorsed to waive the insurer's rights of subrogation
against the Owner and the Authority.
15.7.2 Commercial General Liability Insurance(including Premises/Operations;
Products/Completed Operations; Contractual;Independent Contractors;Broad
Form Property Damage; and Personal Injury)with a minimum limit of
$1,000,000 per occurrence, $2,000,000 aggregate. The Owner's Project Manager
shall maintain such insurance in full force and effect for a minimum period of
one year after final payment and shall continue to provide evidence of such
coverage to the Owner and the Authority. The Owner and the Authority shall be
added as an additional insured on this policy. The policy shall be endorsed to
waive the insurer's rights of subrogation against the Owner and the Authority.
15.7.3 Comprehensive Automobile Liability Insurance(including owned,non-owned
and hired vehicles) at limits of not less than:
a. $1,000,000 Each Person for Bodily Injury;
b. $1,000,000 Each Accident for Bodily Injury; and
c. $1,000,000 Each Accident for Property Damage.
15.7.4 Valuable Papers insurance in an amount sufficient to assure the restoration of any
plans, drawings, computations,field notes,or other similar data relating to the
work covered by this Contract or by the Agreement between the Owner and the
Designer in the event of loss or destruction while in the custody of the Owner's
Project Manager until the final fee payment is made or all data is turned over to
the Owner, and this coverage shall include coverage for relevant electronic
media, including,but not limited to, documents stored in computer-aided design
drafting(CADD)systems.
15.8 Professional Liability
The Owner's Project Manager shall maintain professional liability insurance covering
errors and omissions and negligent acts of the Owner's Project Manager and of any
person or entity for whose performance the Owner's Project Manager is legally liable at
all times while services are being performed under this Contract. Certificates of
professional liability insurance evidencing such coverage shall be provided to the Owner
on or before the effective date of this Contract and for a period of at least six years after
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the earlier of: (1)the date of official acceptance of the completed Project by the Owner;
(2)the date of the opening of the Project to public use; (3)the date of the acceptance by
the general contractor of a final pay estimate prepared by the Owner pursuant to M.G.L.
chapter 30; or(4)the date of substantial completion of the Construction Contract and the
taking of possession of the Project for occupancy by the Owner. The certificates shall
indicate a retroactive date that is no later than the effective date of this Contract and a
limit of not less than$1,000,000.
In the event that the Owner terminates this Contract at or before the completion of the
Feasibility Study/Schematic Design Phase"without cause"as provided in Article 12.3.1;
or the Contract term ends pursuant to its own provisions at the completion of the
Feasibility Study/Schematic Design Phase and the Contract is not amended to authorize
the Owner's Project Manager to perform services for subsequent design phases,
Construction Phases and/or Completion Phase; or the Owner otherwise elects not to
proceed with the Project beyond the Feasibility Study/Schematic Design Phase,either
because the Owner lacks sufficient funding for the Project or because the Authority's
Board of Directors does not approve the Project to proceed beyond the Feasibility
Study/Schematic Design Phase, the Owner may, subject to the written approval of the
Authority, amend this Article 15.8.
15.9 Liability of the Owner's Project Manager
Insufficient insurance shall not release the Owner's Project Manager from any liability
for breach of its obligations under this Contract.Without limitation,the Owner's Project
Manager shall bear the risk of any loss if its valuable papers insurance coverage is
insufficient to cover the loss of any work product covered by this Contract.
15.10 Waiver of Subrogation
To the extent damages are covered by property insurance, the Owner and the Owner's
Project Manager waive all rights against each other and against the General Contractor or
CM at Risk, Subcontractors, Trade Contractors, Non-Trade Contractors, consultants,
agents, and employees of the other for damages caused by fire or other causes of loss,
except such rights as they may have to the proceeds of such insurance as set forth in the
Owner-Contractor Agreement or the Owner-CM at Risk Agreement. The Owner shall
require of the General Contractor or CM at Risk, Subcontractors,Trade Contractors,Non-
Trade Contractors Owner's Project Manager, consultants, Subconsultants, and agents and
employees, by appropriate agreements, written where legally required for validity, similar
waivers each in favor of other parties enumerated herein. The policies shall provide such
waivers of subrogation by endorsement or otherwise. A waiver of subrogation shall be
effective as to a person or entity even though that person or entity would otherwise have a
duty of indemnification, contractual or otherwise, did not pay the insurance premium
directly or indirectly, and whether or not the person or entity had an insurable interest in
the property damaged.
ARTICLE 16: OWNERSHIP OF DOCUMENTS
16.1 Unless provided otherwise by law,ownership and possession of all information, data, reports,
studies, designs, drawings, specifications, materials, documents, models, and any other
documentation,product or tangible materials authored or prepared,in whole or in
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part, or purchased, obtained, created by the Owner's Project Manager pursuant to this
Contract (collectively, the "Materials'), other than the Owner's Project Manager's
administrative communications,records,and files relating to this Contract,shall be the sole
property of,and shall vest in,the Owner as"works made for hire"or otherwise.The Owner
will own the exclusive rights, worldwide and royalty-free,to and in all Materials prepared
and produced by the Owner's Project Manager pursuant to this Contract,including,but not
limited to, United States and International patents, copyrights,trade secrets, know-how and
any other intellectual property rights,and the Owner shall have the exclusive,unlimited and
unrestricted right,worldwide and royalty-free,to publish,reproduce,distribute,transmit and
publicly display all Materials prepared by the Owner's Project Manager.At the completion
or termination of the Owner's Project Manager's services, all original Materials shall be
promptly turned over to the Owner.
ARTICLE 17: REGULATORY AND STATUTORY REOUIREMENTS
17.1 Truth-in-Negotiations Certificate: If the Owner's Project Manager's fee is negotiated,by
signing this Contract,the Owner's Project Manager
hereby certifies to the following:
17.1.1 Wage rates and other costs used to support the Owner's Project Manager's
compensation are accurate,complete,and current at the time ofcontracting;and
17.1.2 The Contract price and any additions to the Contract may be adjusted within one
year of completion of the Contract to exclude any significant amounts if the Owner
determines that the fee was increased by such amounts due to inaccurate,incomplete
or non-current wage rates or other costs.
17.2 The person signing this Contract certifies, as a principal or director of the Owner's Project
Manager, that the Owner's Project Manager has not given, offered or agreed to give any
person, corporation, or other entity any gift, contribution or offer of employment as an
inducement for, or in connection with, the award of this Contract; no consultant to or
Subconsultant for the Owner's Project Manager has given,offered or agreed to give any gift,
contribution or offer of employment to the Owner's Project Manager,or to any other person,
corporation,or entity as an inducement for,or in connection with,the award to the Owner's
Project Manager or Subconsultant of a contract by the Owner's Project Manager; and no
person,corporation or other entity,other than a bona fide full-time employee of the Owner's
Project Manager,has been retained or hired by the Owner's Project Manager to solicit for or
in any way assist the Owner's Project Manager in obtaining this Contract upon an agreement
or understanding that such person, corporation or other entity be paid a fee or other
consideration contingent upon the award of this Contract .
17.3 Revenue Enforcement and Protection Pro g[qm(REAP):Pursuant to Massachusetts General
Laws,Chapter 62C,Section 49A,the undersigned certifies under the penalties of pedury that
to the best of his/her knowledge and belief that the Owner's Project Manager and the
principals thereof are in compliance with all laws of the commonwealth relating to taxes,
reporting of employees and contractors,and withholding and remitting childsupport.
17.4 Interest of The Owner's Project Manager hereby certifies that
it is in compliance with the provisions of General Laws Chapter 268A whenever
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applicable. The Owner's Project Manager covenants that 1)he/she presently has no
financial interest and shall not acquire any such interest direct or indirect,which would
conflict in any manner or degree with the services required to be performed under this
Contract or which would violate M.G.L. Chapter 268A,as amended from time-to-time;2)
in the performance of this Contract,no person having any such interest shall be employed
by the Owner's Project Manager;and 3)no partner or employee of the firm is related by
blood or marriage to any officer,official,or employee of the Owner,unless approved by
the State Ethics Commission.
17.5 Equal Opportunity: The Owner's Project Manager shall not discriminate in employment
against any person on the basis of race,color,religion,national origin, sex,sexual
orientation, age,ancestry,disability,marital status,veteran status,membership in the
armed forces,presence of children, or political beliefs. The Owner's Project Manager
shall comply with all provisions of Title VI of the Civil Rights Act of 1964 and M.G.L
c.151B.
17.6 Certification of Non-Collusion: The Owner's Project Manager certifies under penalties of
perjury that its proposal has been made in and submitted in good faith and without collusion
or fraud with any other person. As used in this certification,the word"person" shall mean
any natural person, business, partnership, corporation, union, committee, club, or other
organization,entity,or group of individuals.
17.7 Governing Law: This Contract shall be governed by the laws of the Commonwealth of
Massachusetts.
17.8 Dispute Resolution: If a dispute arises between the parties related to this Contract,the
parties agree to use the following procedures to resolve the dispute: (a)Negotiation. A
meeting shall be held between representatives of the parties with decision-making
authority regarding the dispute to attempt in good faith to negotiate a resolution of the
dispute; such meeting shall be held within fourteen calendar days of a party's written
request for such a meeting; (b)Mediation. If the parties fail to negotiate a resolution of
the dispute,they shall submit the dispute to mediation as a condition precedent to
litigation and shall bear equally the costs of the mediation. The parties shall jointly
appoint a mutually acceptable mediator; they shall seek assistance from an independent
third party in such appointment if they have been unable to agree upon such appointment
within 30 days of the meeting just noted in(a) above; (c) Litigation.If the parties fail to
resolve the dispute through mediation,or are unable to convene mediation within 90 days
of first attempting to do so,then either party may file suit in accordance with Article
17.9; and(d)This paragraph of dispute resolution provisions shall survive termination of
this Contract.
17.9 Venue: Any suit by either party arising under this Contract shall be brought only in the a
court of competent jurisdiction in the county where the Project is located. The parties
hereto waive any argument that this venue is improper or that the forum is inconvenient.
Base OPM Contract for DBB/CMR v. 1.15.21
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ATTACHMENT A
PAYMENT SCHEDULE
In consideration of Owner's Project Manager's delivery of Basic Services, the Owner shall pay
the Owner's Project Manager on an hourly basis, up to a total fee that shall not exceed$250,000.
The $250,000 fee is a cap for Basic Services related to this Contract, and the actual amount paid
by the Owner for Basic Services required during the duration of this Contract may be an amount
less than $250,000. The Owner's Project Manager shall invoice the Owner based on hours
worked pursuant to this Contract, according to the hourly rates below and the schedule set forth
below. During the course of this Contract, the rates in effect shall not be increased above those
delineated in the following table:
Hourly Rate Schedule
Title 2023 Rate/Hr. 2024 Rate/Hr. 2025 Rate/Hr. 2026 Rate/Hr.
Regional/Sr.Director $350.00 $364.00 $378.56 $393.70
Director $260.00 $270.40 $281.22 $292.47
Sr.Project Manager $210.00 $218.40 $227.14 $236.23
Project Manager $175.00 $182.00 $189.28 $196.85
Assist.Project Manager $150.00 $156.00 $162.24 $168.73
Sr.Construction Rep. $185.00 $192.40 $200.10 $209.10
Construction Rep $170.00 $176.80 $183.87 $191.22
Financial/Admin Support $145.00 $150.80 $156.83 $163.10
MEP/Technical Support/Cx $185.00 $192.40 $200.10 $208.10
The Owner's Project Manager shall perform the Services in accordance with the following Schedule:
Project Phase/Item of Work Not-to-Exceed Fee Completion Date
Feasibility Study/Schematic Design Phase $250,000 May 12,2026
Design Development/Construction
Document/Bidding Phase
Construction Phase/Final Completion
Extra Services
(Identify by Category)
Reimbursable Services(Identify by
Category)
Independent Cost Estimates
Task 8.2.2-Up to two estimates $17,500 (not included in the$250,000 OPM fee)
Task 8.4.2-One Estimate TBD
Base OPM Contract for DBB/CMR v. 1.15.21
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