HomeMy WebLinkAbout04-5035ERDMAN ANTHONY & ASSOCIATES, INC.,
Plaintiff
V.
BINK ARCHITECTURAL PARTNERSHIP, INC.
Defendant
TO: Bink Architectural Partnership, Inc.
CIO Harrison F. Bink, AIA
133 South 32nd Street
Camp Hill, PA 17011
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION-LAW
NO.: b4 - 5035 CwL?rriEa?
JURY TRIAL DEMANDED
NOTICE
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims set forth in the following
pages, you must take action within twenty (20) days after this Complaint and Notice are served, by entering a
written appearance personally or by attorney and filing in writing with the Court your defenses or objections to
the claims set forth against you. You are warned that if you fail to do so the case may proceed without you and
a judgment may be entered against you by the Court without further notice for any money claimed in the
Complaint or for any other claim or relief requested by the Plaintiff. You may lose money or property or other
rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A
LAWYER, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW. THIS OFFICE CAN PROVIDE
YOU WITH INFORMATION ABOUT HIRING A LAWYER.
IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE TO PROVIDE YOU
WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER LEGAL SERVICES TO ELIGIBLE
PERSONS AT A REDUCED FEE OR NO FEE.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
(800) 990-9108
AVISO
USTED HA SIDO DEMANDADO/A EN CORTE. Si usted desea defenderse de las demandas que se
presentan mas adelante en las siguientes paginas, debe tomar acci6n dentro de los pr6ximos veinte (20) dias
despues de la notificaci6n de esta Demanda y Aviso radicando personalmente o por medio de un abogado una
comparecencia escrita y radicando en la Corte por escrito sus defensas de, y objecciones a, las demandas
presentadas aquf en contra suya. Se le advierte de que si usted falla de tomar acci6n como se describe
anteriormente, el caso puede proceder sin usted y un fallo por cualquier suma de dinero reclamada en la
demands o cualquier otra reclamaci6n o remedio solicitado por el demandante puede ser dictado en contra suya
por la Corte sin mas aviso adicional. Usted puede perder dinero o propiedad u otros derechos importantes para
usted.
USTED DEBE LLEVAR ESTE DOCUMENTO A SU ABOGADO INMEDIATAMENTE. SI USTED NO
TIENE UN ABOGADO, LLAME O VAYA A LA SIGUIENTE OFICINA. ESTA OFICINA PUEDE
PROVEERLE INFORMACION A CERCA DE COMO CONSEGUIR UN ABOGADO.
SI USTED NO PUEDE PAGAR POR LOS SERVICIOS DE UN ABOGADO, ES POSIBLE QUE ESTA
OFICINA LE PUEDA PROVEER INFORMACION SOBRE AGENCIAS QUE OFREZCAN SERVICIOS
LEGALES SIN CARGO O BAJO COSTO A PERSONAS QUE CUALIFICAN.
CUMBERLAND COUNTY BAR ASSOCIATION
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
(800) 990-9108
ERDMAN ANTHONY & ASSOCIATES, INC., IN THE COURT OF COMMON PLEAS
Plaintiff CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION-LAW
V. 4 SC?3S l.' ?,?
BINK ARCHITECTURAL PARTNERSHIP, INC. NO.:
Defendant
JURY TRIAL DEMANDED
COMPLAINT
Plaintiff Erdman Anthony and Associates, Inc., by and through it's counsel, Marshall, Dennehey,
Warner Coleman and Goggin, assert the following complaint against Defendant Bink Architectural Partnership
Inc.:
PARTIES
1. Plaintiff, Erdman Anthony and Associates, Inc. (hereinafter "Erdman Anthony") is a Pennsylvania
Corporation with a principle place of business at 3 Crossgate Drive, Suite 100, Mechanicsburg, Pennsylvania
17050-2459.
2. Defendant, Bink Architectural Partnership, Inc. (hereinafter "Birk") is a fictitious name registered
with the Pennsylvania Department of State Bureau of Corporations, with a principle place of business at 133
South 32"d Street Camp Hill, Pennsylvania 17011.
FACTS
3. On or about June 10, 2002 Defendant entered into a contract with Erdman Anthony for building
systems design, structural systems design and civil engineering design regarding project number DGS573-24,
construction of a new headquarters/conference facility for the Department of Corrections, Cumberland County,
Pennsylvania. (A copy of the contract is attached hereto as Exhibit A.)
4. Pursuant to the terms of the contract, Erdman Anthony is obligated to provide defendants with it's
services as outlined in the contract.
5. According to the terms of the contract, Defendant is obligated to pay Erdman Anthony for the
services it performed under the contract in accordance with the rates and charges set forth in the contract.
6. Pursuant to the contract, invoices for Erdman Anthony services were submitted on a monthly basis
to defendant.
7, Pursuant to the terms of the contract, Defendant had the right to withhold payment based on errors
and discrepancies in the invoice by identifying said discrepancies and errors in writing to Erdman Anthony
within fourteen days of its receipt of the invoice. Pursuant to the contract, Defendant waived it's right to
withhold payment based on any errors and discrepancies in the invoices if it did not identify the errors within
fourteen days.
8. Defendant never provided Erdman Anthony in writing or otherwise identified any errors or
discrepancies with its invoices.
9. In accordance with the contract Erdman Anthony is entitled to interest on any invoice balances
remaining unpaid for ninety days after payment is received by Bink from the Department of General Services.
10. Erdman Anthony has invoiced the Defendant in accordance with the terms of the contract for a sum
totaling $538,525.89.
11. Upon information and belief Defendant has invoiced Erdman Anthony's invoices to the Department
of General Services and has been paid for the same.
12. Defendant has made partial payments in the amount of $187,334.08.
COUNT I - BREACH OF CONTRACT
13. Paragraphs 1 through 12 of plaintiffs complaint are incorporated herein by reference set forth at
length.
14. Defendant entered into a contract with Erdman Anthony for project number DGS573-24
construction of a new headquarters/conference facility for the Department of Corrections, Cumberland County,
Pennsylvania.
15. Defendant has materially breached the contract by failing to pay Erdman Anthony $351,191.81 for
the services it rendered pursuant to the contract.
16. Erdman Anthony has performed all of its duties and obligations under the contract.
17. Erdman Anthony has sustained damages as a result of the defendant's breach.
Wherefore, Plaintiff respectfully requests that Judgment be entered in its favor and in amount in excess
of the compulsory arbitration limit in Cumberland County, together with such other as this court deems
appropriate.
COUNT II - QUANTUM MERUIT
18. Paragraphs 1 through 12 of Erdman Anthony's complaint is incorporated herein by reference as fully
set forth at length.
19. Erdman Anthony has performed professional services for Defendant including business system
designs, structural systems designs and civil engineering design.
20. Erdman Anthony has not been paid by defendant for the services it rendered.
21. Upon information and belief, Defendant has invoiced the Department of General Services for the
work performed by Erdman Anthony and in fact has been paid by the Department of General Services for
Erdman Anthony's work.
22. It would be inequitable, under the forgoing circumstances, for defendant to retain the benefits of
Erdman Anthony's services without paying for the value of the benefits confirmed.
23. Based on the foregoing, Erdman Anthony seeks restitution from the defendant.
Wherefore, Plaintiff, Erdman Anthony and Associates Inc. respectfully requests that judgment be
entered in it's favor, in an amount in excess of the compulsory arbitration limit in Cumberland County, together
with such relief as the court deems appropriate.
Respectfully Submitted,
MARSHALL, DENNEHEY, WARNER,
COLEMAN & GOGGIN
DATE: l d ?/6? f BY: _
DO 2I)L. CARMELITE, ESQUIRE
I.D. No. 84730
4200 Crums Mill Road, Suite B
Harrisburg, PA 17112
(717) 651-3504
VERIFICATION
I hereby affirm that the following facts are correct:
Bink Architectural Partnership, Inc. is a Defendant in the foregoing action and I am authorized to
execute this Verification on their behalf, The attached Complaint is based upon information which has been
gathered by my counsel in the defense of this lawsuit. The language of the Complaint is that of counsel and not
of me. I have read the Complaint, and to the extent that it is based upon information which I have given to my
counsel, it is true and correct to the best of my knowledge, information and belief. To the extent that the
contents of the Complaint is that of counsel, I have relied upon counsel in making this Verification. I hereby
acknowledge that the facts set forth in the aforesaid Complaint are made subject to the penalties of 18 Pa. C.S.
Section 4904 relating to unworn falsification to authorities.
DATE: lO?/`G BY:
Vince Weiser
Title: Vice President - Office Manager
ERDMAN
ANTHONY A
June 3, 2002
Harrison F. Bink, AIA
Bink Architectural Partnership, Inc.
133 South 32nd Street
Camp Hill, PA 17011
SUBJECT: Project No. DGS 573-24
Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
Engineering Design Fee Proposal
Erdman Anthony Project No. 56970.00
Dear Harrison:
We offer this revised engineering design fee proposal for Building Systems Design, Structural
Systems Design and Civil Engineering Design for your consideration. This proposal has been revised
to incorporate the items discussed at our May 7, 2002 meeting at our office and your subsequent
review of May 28, 2002 and June 3, 2002.
Proposal Basis
This proposal is based o1n?oyur u pd taann}diiinng of the project as follows:
• The building is 42&00 fs`quazre fret two or three-story office facility located on Lisburn Road
directly across from the existing State Correctional Institution at Camp Hill Administration
Building in Lower Allen Township.
• The site area is approximately 30 acres as outlined on the attached copy of a drawing
received from the Department of General Services on February 11, 2002.
• All zoning approvals and requirements for the site have been completed according to
information received from the Pennsylvania Department of General Services. Erdman
Anthony will provide additional zoning-related work if required as an additional service to be
approved by the Pennsylvania Department of General Services.
• The facility is based on a document entitled "Pennsylvania Department of Corrections,
Headquarters Building, General Program and Performance Standards, Revised as of June 12,
2001".
• Meetings (We define site visits and meetings as one person per visit and describe quantity of
site visits and meetings in the applicable parts of the proposal.)
• Drawings will be developed on AutoCad 2000.
P%Ak-1
Employee Owned - Quality Driven
3 Crossgate Drive - Suite 100, Mechanicsburg, PA 17050-2459
Telephone 717 766 1741 : Facsimile 717 766 5516
www. erdmananthony. com
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page 2 of 14
• Architect will furnish us with AutoCad compatible building backgrounds including floor
plans, sections and elevations.
• Drawings delivered to Architect on bond paper with a single copy for each required
submission and final bidding. Architect is responsible for any additional copies required.
Final set of bidding drawings will be signed and sealed as required.
• Specifications delivered on bond paper in CSI format to conform to Architect's format.
• Printing of any drawings and specifications beyond single copy for reviews and final bidding
document is not included.
• This proposal incorporates the Professional Agreement dated April 10, 2002, between Bink
Architectural Partnership, Inc. and the Commonwealth of Pennsylvania Department of
General Services, which shall govern in the event of discrepancy in this proposal as basic
services.
BUILDING SYSTEMS DESIGN
GENERAL - BUILDING SYSTEMS
Utilities are extended from within the building to a point 5'-0" beyond the exterior walls. Refer to
Civil Engineering section of this proposal.
We do not include the following items under Building Systems Design Engineering:
• Engineering design and documentation for structural engineering. Refer to Structural Design
Systems Engineering section of this proposal.
• Site Design (Other than site lighting). Refer to Civil Engineering section of this proposal.
• Revisions by Architect and/or owner after substantial completion and approval of Final
Design Phase.
• Telephone and data systems design drawings, specifications and bid package.
• Attending or preparing documentation for municipal zoning/planning meetings and PA
Department of Labor & Industry meetings and hearings except as authorized and approved as
additional services.
• PA Department of Labor & Industry submission and review fees and any other regulatory
agency approval fees and/or meetings.
• Presentation graphics.
• Hazardous materials consulting.
ERDMAN 01
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page 3 of 14
• Professional detailed cost estimate. Standard engineering opinions of probable cost of
construction will be prepared for the Sketch, Preliminary and Final Submissions as required
by the Department of General Services.
• Detailed life cycle cost analysis of proposed and alternate types of systems.
• Detailed acoustical analysis of HVAC system and components. We recommend input from
an acoustical consultant during design.
• Additional meetings with you or your client beyond contractual requirements.
• Research and representation on disputed change orders or claims unless the change order is a
result of an Erdman Anthony error or omission.
DESIGN PHASE - BUILDING SYSTEMS
• Attend ten (10) design review meetings with the Architect and Construction Manager for
design coordination at the Architect's office or at the project site.
• Attend the following contract-mandated meetings with the Department of General Services,
including, but not limited to:
o Sketch Submission Review
o Preliminary Submission Review
o Final Submission Review
HVAC Systems
Recommend types of systems for owner acceptance and design systems to accommodate the
proposed building including:
• Heating systems
• Ventilation systems
• Cooling systems
• Exhaust systems
We will base our design on a packaged rooftop Variable-Air-Volume (VAV) HVAC system. In the
event other types of systems are to be considered, we will have to adjust our fee accordingly.
Plumbing Systems
Recommend types of systems for owner acceptance and design systems to accommodate proposed
facilities including:
ERDMAN JJ
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page 4 of 14
• Hot and cold domestic water systems
• Sanitary drainage systems
• Grease interceptor system for kitchen
• Storm water drainage systems inside the building. Refer to Civil Engineering section of this
proposal.
Electrical Systems
Recommend types of systems for owner acceptance and design systems to accommodate proposed
facilities including:
• Lighting Systems and Controls • Fire alarm/detection system as required
• Power Systems by applicable codes
• New Electrical Service • Site Lighting
• Security System empty conduit system • Surge Protection System
• Telephone System empty conduit • CATV System empty conduit system
system
• Data System empty conduit system
Fire Suppression Systems
• Fire protection sprinkler system will be designed in accordance with applicable codes and
ordinances.
• Chemical fire suppression system utilizing FM200 will be designed for the computer system
room.
BIDDING PHASE - BUILDING SYSTEMS
-? • Attend a total of two (2) Bidding Phase meetings including a pre-bid meeting with potential
contractors to gather requests for clarification of bidding documents.
• We will respond to requests for clarification of bidding documents. These requests must be
from your office. We will not acknowledge or answer any requests for clarification fi-om
contractors, specialty contractors, vendors or suppliers unless they are from your office. Our
responses to these requests will be in the form of bidding document addenda issued to the
1 potential contractors through your office.
J • We will assist you in analyzing bid results and in making a recommendation to the owner for
selection of contractors, specialty contractors, vendors and suppliers.
ERDMAN no
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
I Page 5 of 14
l
CONSTRUCTION PHASE - BUH DING SYSTEMS
After the award of construction contracts, we will do the following under our basic fee:
• Attend thirty-five (35) Construction Phase meetings at the project site.
• Review and comment on required shop-drawing submittals.
• Respond to Request for Information (RFI) from Contractors.
• Respond to Change Order Requests (COR). We will not comment on accuracy of
construction costs provided by Contractors. We will review Change Order Requests that
expand the scope of work for the project on a negotiated-fee basis.
• Conduct a final punch list review of the project for a total of four (4) meetings.
POST CONSTRUCTION PHASE - BUII.DING SYSTEMS
• Attend two (2) Post Construction Phase meetings at the project site.
ADDITIONAL SERVICES - BUILDING SYSTEMS
The following design engineering services are available on a negotiated-fee basis and are not included
in our basic design fee:
• Telephone Systems Consulting
• Data Systems *
• CATV Systems
• Lightning Protection Systems (UL
Master Label)
• Building Security Systems
• Commissioning
• Acoustical Consulting
• Security Consulting
• Elevator Consulting
• Fire and Smoke Protection
Consulting
• Audio and Video Consulting
• Television Special Consulting
• Special Lighting Consulting
• Food Service Consulting
• Medical Systems Consulting
• Electrical Load Studies
• Fault Current Studies
• Secondary Distribution Voltage Studies
• Primary Distribution Studies
• Impact Statement Studies, Environmental,
etc.
• Solid Waste Management Studies
• Life Cycle Costing
* Design engineering beyond that required for an empty conduit system listed previously under
Electrical Systems.
ERDMAN n
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page 6 of 14
STRUCTURAL SYSTEMS DESIGN ENGINEERING
GENERAL-STRUCTURAL SYSTEMS
Our Structural Engineering Design fee is based upon the following assumptions:
• Footing design based on foundation investigations to be completed by geotechnical engineer
under a separate contract.
• The footings will be spread footings founded on soil or rock. Our price does not include the
design of deep foundations such as piles or caissons, grade beams, mat foundations, or other
unusual foundations and does not include any site structures such as retaining walls, culverts,
bridges, etc. Refer to Civil Engineering section of this proposal.
• Architect will provide to Erdman Anthony base floor plans in AutoCad format to use in the
preparation of structural systems drawings.
DESIGN PHASE - STRUCTURAL SYSTEMS
• Attend four (4) design review meetings with the Architect for design coordination at the
Architect's office or at the project site.
• Design isolated and wall footings, structural steel floor, wall, and roof framing including
moment connections, lintels, and miscellaneous related items.
• Prepare final structural drawings on Architect's floor plan.
• Prepare structural specifications.
BIDDING PHASE - STRUCTURAL SYSTEMS
• We will attend a pre-bid meeting with potential contractors to gather requests for clarification
of bidding documents.
• We will respond to requests for clarification of bidding documents. These requests must be
from your office. We will not acknowledge or answer any requests for clarification from
J contractors, specialty contractors, vendors or suppliers unless they are from your office. Our
responses to these requests will be in the form of bidding document addenda issued to the
potential contractors through your office.
CONSTRUCTION PHASE - STRUCTURAL SYSTEMS
After the award of construction contracts, we will do the following under our basic fee:
ERDMAN jR
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
I Page 7 of 14
Review and comment on required shop-drawing submittals.
Respond to Request for Information (RFI) from Contractors.
Respond to Change Order Requests (COR). We will not comment on accuracy of
construction costs provided by Contractors. We will review Change Order Requests that
expand the scope of work for the project on a negotiated-fee basis.
ADDITIONAL SERVICES - STRUCTURAL SYSTEMS
We will provide additional services not included in our basic fee based on a fee negotiated at the
time. Should unforeseen conditions require the expenditure of more time, we will advise you in
• writing of such prior to incurring the additional expense for your authorization to proceed.
CIVIL ENGINEERING
GENERAL - CIVIL ENGINEERING
Our Civil Engineering Design fee is based upon the following Scope of Services:
• Building Footprint of approximately 40,000 square feet
• 800 car parking area
• Approximately 30 acres of land to be developed
SKETCH SUBMISSION - CIVIL ENGINEERING
We will provide the following in accordance with the Department of General Services Project
Procedural Manual:
401.1b Provide Architect with the appropriate sections of the Project Information Forms.
Prepare a preliminary cost estimate for site work based on the footprint of the
building and parking lot layout provided by the Architect.
401.1e Request capacity letters from the following utilities:
• Electric
• Gas
• Water
• Sewer
• Telephone
• Television
ERDMAN 0.1
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page 8 of 14
The letters will indicate whether charges will be levied to provide service.
401.11 Provide a list of project related approvals/permits including, but not limited to:
• Land development approval
• Sewage planning approval
• Erosion and sedimentation control plan approval
• Highway occupancy permit
A list of submission and review fees will also be provided.
401. lj Prepare and submit the initial reports for flood control (conceptual prelpost
comparison), water supply, and sewerage facilities in accordance with paragraph
802.1 of the DGS manual).
401.2b Prepare a Site plan at a scale of 1"=50' on a 30" x 42" sheet to provide an overall
view of the project area on one sheet. Also provide plans at 1"=20' as per the
manual.
401.2c Prepare a conceptual grading plan for the development of conceptual storm drainage
and stormwater management plans. The grading plan will also be used to design
sewer and water connections. A landscaping plan will be prepared to use in
developing the initial cost estimate.
401.7 Prepare a cost estimate for the site work and forward to the Architect for presentation
I on the appropriate forms.
401.8 Prepare the appropriate project information forms relating to the site work and
forward to the architect for submission.
400.5 Attend the review conference with the agency, the institution and the Architect to
review the plans. Attend meetings as required during the development of the sketch -
this may include the following: the Architect, the Township staff or its engineer, the
sewer authority or its representative, the water company, the gas company,
Cumberland County Conservation District, DEP, and with other members of the
design team, if requested.
ERDMAN V
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
structures, utilities and storm water facilities.
1
Cumberland County
1
Road. A sewa6aP??e module will be prepared and submitted to the the Township
and d the the Department Department of Environmental Protection. The The land development plan is to be
approved submission. Includes landscape plan. Efforts to
upgrade to mad specific requirements will require a change of scope
Page 9 of I4
PRELIMINARY SUBMISSION - CIVIL ENGINEERING
We will provide the following in accordance with the Department of General Services Project
Procedural Manual:
403.6 Attend meetings with the Agency and the Architect as necessary between the sketch
submission and the preliminary submission to meet the needs and objectives of the
project-
501.1f Provide a list of the regulatory approvals/permits with copies of the permits obtained
to date.
501. lg Prepare and submit outline specifications in accordance with Chapter 10 and Section
501.5.
501.1m Prepare a final stormwater management report (part of the land development
process).
501.1n Prepare a final report on water supply, as applicable.
501.1 o Prepare a final report on sewerage facilities (planning module package).
?D2-3' Site plans will be prepared in accordance with this section (Mechanical, Electrical and
SaI.G General Construction Site and include structural design engineering
So /. Z General Construction Site Plans) and include structural design engineering of site-
required structures, utilities and storm water water facilities.
5921
? Prepare ? Prepare a cost submit .
a cost estimate atimete for for site s¢e work work and and submit to ro the Architect.
502.11 Prepare and and submit it land land development plans Lower Allen Township and the
502. Prepare development plans to Lower Allen Township and md the
County Planning g Commission. The plena will include a cover sheet,
Cumberland The plans will include a cover sheet,
Iayom. grading
layout, and utility plan, plan, erosion plan,
@?ed'mg uNdY Dom. vo?mweta stormwater management em plan, , erosion wmml control V?+R
lighting IigMine and landscaping n8 plans. . The plan Plm will wi0 show slaw any improvements roven?atls along long Lisburn
Road. Lisburn
and The any Asewage-planning module will be prepared d submitted Township
v of 4M development plan is to be
approved prior prior to b preliminary preliminary su submission. Includes basic baeic landscape plan. Efforts to
upgade to meet specific requirements will require a change of scope.
ERDMAN 51
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
I Page 10 of 14
503.1 Determine and show on the plan the point of demarcation where the utility
companies' responsibility ends and the agency's begins.
503.2 Determine whether any back charges will be levied.
504.7 Meet with the DGS Construction District Manager and the architect at the site to
discuss the construction administration requirements.
FINAL SUBMISSION - CIVIL ENGINEERING
We will provide the following in accordance with the Department of General Services Project
Procedural Manual:
701.1c Prepare specifications for the site work and forward to the Architect for use in
preparing the final specifications for the project.
701.1£ Provide copies of all permits/approvals received.
701.2 Prepare final plans based on the comments received on the review of the preliminary
plan and include structural design engineering of site-required structures, utilities and
storm water facilities.
701.5 Prepare an estimate of the number of working days required to complete the site
work and forward to the architect.
Send a letter making a recommendation on the need for a Pre-Bid conference.
BIDDING PHASE - CIVIL
Attend a total of two (2) Bidding Phase meetings including a pre-bid meeting with potential
contractors to gather requests for clarification of bidding documents.
We will respond to requests for clarification of bidding documents. These requests must be
from your office. We will not acknowledge or answer any requests for clarification from
contractors, specialty contractors, vendors or suppliers unless they are from your office. Our
responses to these requests will be in the form of bidding document addenda issued to the
potential contractors through your office.
We will assist you in analyzing bid results and in making a recommendation to the owner for
selection of contractors, specialty contractors, vendors and suppliers.
ERDMAN no
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page I 1 of 14
CONSTRUCTION PHASE - CIVIL ENGINEERING
After the award of construction contracts, we will do the following under our basic fee:
• Review and comment on required shop-drawing submittals.
• Respond to Request for Information (RFI) from Contractors.
• Respond to Change Order Requests (COR). We will not comment on accuracy of
construction costs provided by Contractors. We will review Change Order Requests that
expand the scope of work for the project on a negotiated-fee basis.
• Conduct a final punch list review of the project for a total of one (1) meeting.
ADDITIONAL SERVICES - CIVIL
The following design engineering services are available on a negotiated-fee basis and are not included
in our basic Civil Engineering design fee:
1. Traffic study
2. Application for Highway
Occupancy Permit
3. Highway Occupancy Permit
4. Prepare as-built survey and plans
5. Construction
Observation/Inspection Services
6. Subcontracting of soil core boring
7. Soil boring stakeout
8. Subdivision of property
9. Extension/modification of non-
building specific existing utilities
10. Site surveying
11. Phase I Environmental Hazardous
Materials evaluation
12. Additional zoning requirements
requested by local municipality
FEE FOR SERVICES - DESIGN, BIDDING AND CONSTRUCTION PHASES
We base our engineering design fee on the previously described scope of work and defined areas of
the project.
BUILDING SYSTEMS
Our compensation for Building Systems Engineering design is based on the following formulation:
Building Systems Construction Costs x Base Fee (0.0453) x (0.85)
ERDMAN 0
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page 12 of 14
Building Svstems Construction Costs are those costs traditionally assigned through bidding
and change orders and include HVAC, Plumbing, Electrical, and Fire Protection and
determined through construction contract awards.
Base Fee is the percentage Compensation for Basic Services with appropriate increases
granted by the Department of General Services.
Architect Compensation is 15 percent of the Base Fee of the Building Systems for handling
the general administration of the project.
If the Base Fee is increased, as determined by the Department of General Services, the base
fee of the Building Systems fee calculation shall be increased accordingly.
¦ STRUCTURAL SYSTEMS
1 Our compensation for Structural Systems Engineering design is based on the following formulation:
Building Construction Costs x (0.0075)
Building Construction Costs are those costs traditionally assigned through bidding and
change orders and include the total project construction costs less Building Engineered
Systems and Site Work determined through construction contract awards.
CIVII. ENGINEERING
Our compensation for Civil Engineering design is based on the following formulation:
Site Construction Costs x Base Fee (0.0453) x (0.85)
Site Construction Costs are those costs traditionally assigned through bidding and change
y orders and include the total construction costs assigned to work outside the building
1 perimeter as determined through construction contract awards.
Base Fee is the percentage Compensation for Basic Services with appropriate increases
granted by the Department of General Services.
ERDMAN
ANTHONY •
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page 13 of 14
Architect Compensation is 15 percent of the Base Fee of the Building Systems for handling
the general administration of the project.
If the Base Fee is increased, as determined by the Department of General Services, the base
fee of the Building Systems fee calculation shall be increased accordingly.
Additional services are available on a negotiated fee basis.
This proposal and attached STANDARD CONTRACT TERMS AND CONDITIONS, dated June
2001 Revised June 3, 2002, are intended to represent the entire contractual relationship between
Bink Architectural Partnership, Inc. and Erdman, Anthony, Associates, Inc. Carefully review our
Standard Contract Terms and Conditions and contact me with any questions or concerns that you
may have.
If Bink Architectural Partnership, Inc. concurs with and accepts the provisions of this proposal and
our Standard Contract Terms and Conditions, please have an authorized representative sign this
proposal in the space provided, and this proposal and attached Standard Contract Terms and
Conditions shall become an executed Contract between us. Receipt of an original signed copy of this
Contract, shall constitute Erdman Anthony's Authorization to Proceed with the work.
This proposal is valid only if signed on or before June 15, 2002. Two sets of documents are
provided for your use.
Very truly yours,
ERDMAN, ANTHONY, ASSOCIATES, INC.
41U? ?/47V-?
Ronald L. Hoover, PE
Principal Associate
Enclosures
® 2002, Erdman, Anthony and Associates, Inc.
ERDMAN J.1
ANTHONY
Bink Architectural Partnership, Inc.
DGS 573-24 Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
June 3, 2002
Page 14 of 14
Accepted for Bink Archite artnership,
SIGNATURE:
NAME (PRINTED): AR?jSnF3 Ic
TITLE: 7R -`5 -T-
DATE: Z 00 Z
ERDMAN 0
ANTHONY
ERDMAN STANDARD CONTRACT TERMS AND CONDITIONS
ANTHONY MA
Project No. DGS 573-24
Construction of a New Headquarters/Conference Facility
Department of Corrections, Cumberland County, Pennsylvania
Section 1. Services. Erdman, Anthony, Associates, Inc. (Erdman Anthony) shall provide Client with the
"Services" set forth in the Proposal for Services ("Proposal") with respect to the property identified in the
Proposal (the "Site"), under the terms and conditions set forth herein. Erdman Anthony's Services will be
performed on behalf of and solely for the exclusive use of Client for the purposes set forth in the Proposal
and for no other purpose. There are no understandings or agreements concerning this project except as
expressly stated in the Proposal and herein.
In performing the services required by this Agreement, Erdman Anthony shall use that degree ofusual and
customary professional skill and care ordinarily exercised by members of its profession under similar
circumstances practicing in the same or similar locality. The standard of care shall exclusively be judged as
of the time the services are rendered and not according to later standards. Notwithstanding any other
provision of this Agreement, Erdman Anthony makes no express or implied warranties with regard to the
Agreement or the Services performed or required by this Agreement.
In the event that Erdman Anthony and Client have not executed this Agreement, the Client's authorization
to Erdman Anthony to proceed with the performance of the services set forth herein shall constitute
acceptance by the Client of these Terms and Conditions.
Section 2. Construction Observation Services. Where such services are expressly included in the
Proposal or in a written amendment thereto, Erdman Anthony will observe the work of the contractor at
intervals agreed to in writing between Erdman Anthony and Client to determine and report to Client
whether the work of the contractor is proceeding in such a way that when completed it will be in general
compliance with such drawings and specifications. Such observations shall be limited only to those specific
aspects of work which are identified in the Proposal or any written amendment. Erdman Anthony's
Observation Services do not include exhaustive or on-site inspection ofthe work ofthe contractor nor any
supervision or direction of work of any contractor or subcontractor, or their respective employees, agents
or servants. Erdman Anthony will not be responsible for any contractor's or subcontractor's compliance
with the provisions of any contract nor for the observation or supervision of any contractor's or
subcontractor's use of personnel, machinery or equipment. Under no circumstances shall Erdman Anthony
have control over, or be in charge of, nor be responsible for, construction means, methods, techniques,
sequences or procedures in connection with the work, or for the contractor(s)'s safety programs or
procedures at the site.
Section 3. Opinions of Probable Construction Cost. Any cost estimates prepared by Erdman Anthony
are based upon standard engineering practice. Client recognizes that Erdman Anthony has no control over
the pricing in the marketplace and that Erdman Anthony cannot warrant or guarantee that Client will obtain
these costs at the time of bidding. Any cost related to re-design of the project subsequent to bidding to
lower the project cost will be considered additional services for which Erdman Anthony will be entitled to
additional compensation.
June 2001 Revised June 3, 2002 Page 1 of 5
ERDMAN
ANTHONY
OA
STANDARD CONTRACT TERMS AND CONDITIONS
Section 4. Invoices, Payments. Client will pay Erdman Anthony for services performed in accordance with
the rates and charges set forth in the Proposal. Invoices for Erdman Anthony's services will be submitted on
a monthly basis and will coincide with the invoice dates as submitted to the Department of General Services
by the Client (Bink Architectural Partnership, Inc.). Client shall promptly review Erdman Anthony's
invoices. Any right to withhold payment based on errors or discrepancies in the invoice is waived if not
identified in writing to Erdman Anthony within fourteen (14) days of Client's receipt of invoice. Payment
for all invoices will be due upon receipt of payment by the Department of General Services to the Client.
Invoice balances remaining unpaid for ninety (90) days after payment is received by Client will bear interest
from receipt date at 1.5 percent per month (or part thereof) or at the maximum lawful interest rate, if such
lawful rate is less than 1.5 percent per month.
Timely payment to Erdman Anthony in accordance with the Terms and Conditions of this Agreement is a
material consideration of this Agreement. Therefore, the Client's failure to make payments in accordance
with this Agreement shall constitute substantial nonperformance and a cause for termination by Erdman
Anthony. If Client fails to make payment when due, Erdman Anthony may, at its option and at any time,
and without waiving any other rights or claims against Client, and without thereby incurring any liability to
Client, elect to either suspend or terminate performance of services upon ten (10) days prior written notice
by Erdman Anthony to Client. Such termination or suspension shall be effective at the end of such ten (10)
day notice period without further notice unless all sums due and owing as of the end of such ten (10) day
notice period have been paid in full.
Erdman Anthony reserves the right to withhold stamping of drawings produced for any phase of this project
under the terms of this agreement until all invoices billed up to that point in the project have been paid in
full.
Section 5. Limitations of Remedies. The Client shall promptly report to Erdman Anthony any defects or
suspected defects in Erdman Anthony's services of which Client becomes aware, so that Erdman Anthony
may take measures to minimize the consequences of such defect. Client further agrees to impose a similar
notification requirement on all contractors retained by the Client and shall require all subcontracts at any
level to contain a like requirement. Failure by Client, and the Clients contractors or subcontractors to notify
Erdman Anthony of such defects in a timely fashion shall relieve Erdman Anthony of the costs of remedying
the defects above the sum such remedy would have cost had prompt notification had been given.
Not withstanding any other provisions of this Agreement, neither party shall be liable to the other for any
consequential damages incurred due to the fault of the other parry, regardless of the nature of the fault or
whether it was committed by Client or Erdman Anthony, their employees, agents, subconsultants or
subcontractors. Consequential damages include, but are not limited to, loss of use and loss of profit.
Section 6. Insurance. Erdman Anthony maintains Workers Compensation Insurance with respect to it's
employees with statutory required limits. Erdman Anthony also maintains Automobile Liability insurance
and General and Professional Liability insurance. Certificates of Insurance evidencing such coverage will be
provided to Client upon request. Client shall be responsible for all other forms of property, casualty and
June 2001 Revised June 3, 2002 Page 2 of 5
E R D M A N STANDARD CONTRACT TERMS AND CONDITIONS
ANTHONY
liability insurance coverage required for the project.
Erdman Anthony shall maintain General and Professional Liability Insurance as current through project
completion and as is required by the Professional Agreement dated April 10, 2002, between Bink
Architectural Partnership, Inc., and the Commonwealth of Pennsylvania, Department of General Services.
Section 7. Project Site. The Client shall be responsible for acquiring and providing timely project site
access authorization for Erdman Anthony as may be needed to facilitate performance of services described
in Section 1.
Section S. Documents. All reports, boring logs, field data, field notes, laboratory test data, calculations,
estimates, drawings, specifications and other documents, data or information prepared by Erdman Anthony,
in any form including machine readable format (collectively "Documents") are instruments of Erdman
Anthony's services and shall be property of the Department of General Services. Erdman Anthorry releases
all ownership and all other rights, including copyrights, in all such documents as is required in Article 10 of
the Professional Agreement dated April 10, 2002, between Bink Architectural Partnership, Inc., and the
Commonwealth of Pennsylvania Department of General Services.
The documents are prepared for use on this Project and at the Site identified in the Proposal only and are
not appropriate for use on any other project or at any other site, or for any purpose other than as defined by
the Scope of Services, except by the agreement in writing with the appropriate compensation to Erdman
Anthony.
Where Erdman Anthony agrees to supply some or all of the Documents in machine readable format
(hereinafter "machine readable media"), the parties understand and agree that any Documents supplied in
such machine readable format are so supplied as a convenience to the recipient. Such documents are not
intended to replace the printed forms of such Documents. The content of the documents supplied by
Erdman Anthony in printed form shall govern over the contents ofDocuments supplied in machine readable
format. The recipient shall be solely responsible for comparing the output of the machine readable media
with the printed Documents designated by Erdman Anthony as the contract documents and determining the
accuracy of such output. Recipient shall only use the output of machine readable media for the limited
purpose agreed to by Erdman Anthony and shall not alter, mediate or change the contents of such machine
readable media in any way, or transfer to others, without the express written approval ofErdman Anthony.
Any use of the documents or the information or data contained therein, in violation of this Section or any
alteration or modification of such Documents or the information or data contained therein, without the
express written consent of Erdman Anthony is expressly prohibited. Such prohibited use is at the sole risk
of the user and Erdman Anthony is released from any liability for damages arising from such use. Client
shall indemnify and save harmless Erdman Anthony from and against any and all claims, damages,
judgements, demands, liabilities, costs or expenses (including reasonable attorney's fees and other defense
costs) arising from any changes made by anyone other than Erdman Anthony or from re-use of the
documents without prior written consent of Erdman Anthony.
June 2001 Revised June 3, 2002 Page 3 of 5
I
ERDMAN 0 STANDARD CONTRACT TERMS AND CONDITIONS
ANTHONY
Section 9. Clients Duty to Notify Erdman Anthony of Hazards. Client represents and warrants that it
will provide Erdman Anthony with any and all information known to or suspected by Client with respect to
1) the existence or possible existence at, on or under the Site of any hazardous materials, or pollutants and
2) to disclose the location and quantity of all previously installed asbestos containing materials or presumed
asbestos containing materials in their facility.
if unanticipated potentially hazardous materials, pollutants or asbestos are encountered during the course of
the work, Erdman Anthony shall have the right 1) to suspend its work immediately and 2) to terminate the
work described in the Proposal, upon ten (10) days of Erdman Anthony's written notice of intent to
terminate, unless Erdman Anthony and Client agree upon a mutually satisfactory amendment to the Proposal
that may include a revision of the scope of services, adjustment of budget estimates, revised Terms and
Conditions and revised fees. Client shall remain liable for and shall pay all fees and charges incurred under
the provisions ofthe Proposal through the date of termination, notwithstanding Client and Erdman Anthony
not having reached a new, mutually satisfactory, revision of their agreement.
Section 10. Dispute Resolution. In an effort to resolve any conflicts that arise during the design or
construction ofthe project or following the completion of the project, the Client and Erdman Anthony agree
that all disputes between them arising out of or relating to this Agreement shall be submitted to nonbinding
mediation unless the parties mutually agree otherwise. The parties shall share the mediator's fee equally.
The party initiating the mediation shall be liable for any filing fee. In no event shall the demand for
mediation be made after the date when institution of legal proceedings would be banned by the applicable
statute of limitations.
The Client and Erdman Anthony further agree to include a similar mediation provision in all agreements
with independent contractors and consultants retained for the project and to require all independent
contractors and consultants also to include a similar mediation provision in all agreements with
subcontractors, subconsultants, suppliers or fabricators so retained, thereby providing for mediation as the
primary method for dispute resolution between the parties to those agreements.
Section 11. Firm Publicity. Erdman Anthony has the right to photograph the above-named project and to
use the photos in the promotion of the professional practice through advertising, public relations, brochures
or other marketing materials. Client agrees that Erdman Anthony has the authority to utilize its name as a
Client and general description of the project work or service performed as references.
Section 12. Assigns. Neither the Client nor Erdman Anthony may delegate, assign, sublet, or transfer his
duties or interest (including any claims that arise here) in this Agreement without written consent of the
other party. Such consent shall not be unreasonably withheld.
Section 13. Third Party Beneficiaries. Nothing contained in this Agreement shall create a contractual
relationship with a cause of action in favor of a third party against either the Client or Erdman Anthony.
Section 14. Severability. In the event that any provisions herein shall be deemed invalid or unenforceable,
the other provisions hereof shall remain in the full force and effect, and binding upon the parties hereto.
June 2001 Revised June 3, 2002 Page 4 of 5
ERDMAN
01 STANDARD CONTRACT TERMS AND CONDITIONS
ANTHONY
Section 15. Termination, Suspension. This Agreement may be terminated by either party upon ten days
written notice should the other party fail substantially to perform in accordance with its terms. This
Agreement may be terminated by the Client upon at least ten days written notice to Erdman Anthony in the
event that the Project is permanently abandoned. Erdman Anthony shall be compensated for the services
performed up to the time written notice of termination is actually received by Erdman Anthony, together
with reimbursable expenses then due and reasonable Termination Expenses directly associated with the
termination.
END OF STANDARD CONTRACT TERMS AND CONDITIONS.
June 2001 Revised June 3, 2002 Page 5 of 5
B .:
Partnersh p
Consultant's Acknowledtment
Erdman Anthony Associates, Inc. has executed an agreement with Bink Partnership, Inc. as of
June 10, 2002 and understands that the General Conditions of the Agreement for Professional
Services between Bink Partnership, and the Department of General Services are incorporated into
the Consultant's agreement with Bink Partnership. Erdman Anthony Associates acknowledges
that it has received and read a copy of the Professional's Agreement with the Department,
including the General Conditions, and that all of the General Conditions, relating to the
Consultants or to their work, are binding upon and shall be a part of the Consultant contract with
Bink Partnership. These acknowledgments are acknowledged and agreed to by authorized
signature below.
=Hoove:? /0 Rod //6 Date
Erdman Anthony Associates, Inc.
Encl: (1) Engineering Design Fee Proposal signed June 10, 2002
Cc: R. Hoover, P.E., Erdman Anthony Associates, Inc.
D:\Projects\02004DGS-DOC\DOCS\ENG\NotifyDGSContSigned.wpd
DGS 573-24
Consultant Contract Page 2 of 2
1
!
l
i
I?
I
l
J
J•
AGREEMENT
FOR
PROFESSIONAL SERVICES
THE DEPARTMENT OF GENERAL SERVICES
HARRISBURG, PENNSYLVANIA
EDITION OF 1999
(Revised 4/18/01)
Edition of 1999
i?
I •
Attachments
1. Request for Project Action
2. Orientation Summary Sheet
AGREEMENT
FOR
PROFESSIONAL SERVICES
AGREEMENT made this ADr1L 10. 2002 by and between the DEPARTMENT OF GENERAL
SERVICES (hereinafter called the 'DEPARTMENT") and
Bink Partnership, Incorporated
133 South 32" Street
Camp Hill, Pennsylvania 1701'
Federal Identification No. 26-0000143 (hereinafter called the "PROFESSIONAL")
WITNESSETH THAT:
The parties hereto, intending to be legally bound hereby, do agree as follows:
1. RETAINING THE PROFESSIONAL. The PROFESSIONAL will provide all necessary Design and
Bidding Services and administer and review the Construction Phase Services for the Project. The Project
is more particularly described on the "Scope" attached hereto and made a part hereof and hereinafter
called the "Project," and is designated as Project No. D.G.S. 573-24.
2-TIME SCHEDULE. The time schedule established at the Orientation meeting for the completion of the
several phases is:
COMDlete On or Before
a. Schematic May 15, 2002
b. Preliminary August 14, 2002
c. Final December 11, 2002
d. Bidding April 10, 2003
e. Completion of Construction August 11, 2004 (480)
3. ADHERENCE TO TIME SCHEDULE. The PROFESSIONAL shall strictly adhere to the submission
schedule set forth in Paragraph 2. The Professional is not, however, to proceed from one phase to the
next without the approval of the preceding phase and authorization by the DEPARTMENT. Should the
PROFESSIONAL become aware that any of the dates set forth In Paragraph 2, cannot be met, unless the
dates cannot be met due to the DEPARTMENT not providing authorization to proceed, the
PROFESSIONAL will immediately notify the DEPARTMENT in writing. The PROFESSIONAL shall
include in the notice the reason(s) for the PROFESSIONAL'S inability to meet the date(s) and a request
that the DEPARTMENT amend the time schedule. The DEPARTMENT will review the
PROFESSIONAL'S notice and determine whether or not to amend the time schedule. If the
DEPARTMENT determines that the delay is due to the fault of the PROFESSIONAL, the DEPARTMENT
may: 1) emend the schedule and direct the PROFESSIONAL to expeditiously proceed with the design of
the Project, in which case the DEPARTMENT may hold the PROFESSIONAL responsible for any costs
attributable to the delay, or 2) terminate the Agreement for default of the PROFESSIONAL, in accordance
with the provisions of Paragraph 9.1.102 of the General Conditions.
. Page 1 of 5
Agreement for Project No. D.G.S. 573-24
Edition of 1999 1
If the DEPARTMENT determines that the delay is not due to the fault of the PROFESSIONAL, the
Is DEPARTMENT may amend the time schedule. The PROFESSIONAL agrees'that such an amendment
of the time schedule is the exclusive remedy for a delay and that a claim may not be made against the
DEPARTMENT for increased costs due to the delay.
The Bidding Phase and Construction Phase are tentative dates, subject to adjustment by the
DEPARTMENT. The period between Final approval and authorization to prepare for Bidding shall be
considered a suspension and the provisions of General Conditions 9.4, Reactivation of Project, shall
apply to the period between Final Design Phase approval and Bidding if not extended due to a fault of the
Professional. The length of construction period shall, at the time of Bidding, be set by the DEPARTMENT
commensurate with the project design and conditions. There shall be no adjustment in compensation
due solely to the adjustment of the construction period from the time schedule in paragraph 2.
4. COMPENSATION AND COSTS
a. The PROFESSIONAL'S compensation for Basic Services for the approved Schematic and
Preliminary Phases is based on the Allocation of $17.500,000.00 is payable as set forth in
Column 3 of Exhibit A, Part I, to the General Conditions. The compensation for Basic
Services is increased by adding thereto an additional percentage of 0"k in accordance with
Rule(s) - 0- Exhibit A, Part 11, of the General Conditions.
b. PROFESSIONAL'S compensation for Basic Services for the approved Final Phase is based
on the amount fixed in the Allocation, and payable as set forth In Paragraph 41.1100 of the
General Conditions. All prior payments shall be adjusted on this basis.
c. PROFESSIONAL'S compensation for the remaining Basic Services is based on the aggregate
of acceptable low bids In accordance with Article 4 of the General Conditions. All prior
• payments will be adjusted and will be the PROFESSIONAL'S entire compensation for the
Basic Services .
d. PROFESSIONAL'S compensation for any required additional services that are listed in Part
2.7 of the General Conditions are payable as described therein.
e. Upon the failure of the PROFESSIONAL to comply with the Article G, Shop Drawings, of the
General Conditions, the compensation due the PROFESSIONAL shall be reduced by the sum
of 50.00 per day, per submission, as liquidated damages consistent with paragraph 6.1.101.
5. LIMITED BUDGET. The PROFESSIONAL must design this project within the Allocation as set in
Paragraph 4a, and authorized in the Scope of the Project, unless that Allocation is changed in
accordance with the law governing the DEPARTMENT.
6. INCORPORATION BY REFERENCE. This Agreement is made subject to and is governed by the
DEPARTMENTS General Conditions of Professional Services Agreement, 1999 Edition. All Plans and
Specifications must be prepared in conformity with the DEPARTMENTS Bureau of Engineering and
Architecture Project Procedure Manual, as amended, and with the DEPARTMENTS Construction
Contract Documents in effect at the time of execution of the Agreement, all of which are hereby
incorporated in this Agreement by reference and made a part of It. This Agreement is subject to and
governed by any Special Conditions attached to and made a part of it.
7. CLAIMS. - The following process will be followed for claims:
a. Any claim, dispute, question or other matter, which the Professional may have against the
Department under this Contract will be considered by the Deputy Secretary or his designee, if
• Page 2 of 5
Agreement for Project No. D.G.S. 573-24
Edition of 1999
1 the Professional files a written claim with the Deputy Secretary within six months after the date
on the claim accrued. No claim may be filed later than six months after it accrues.
1 b. If the controversy is not resolved by mutual agreement, the Deputy Secretary will issue a
• decision in writing. The decision will:
(i) State the reasons for the action taken, and
(ii) Inform the Professional ofIts right to administrative and judicial review.
c. A copy of the decision will be delivered to the Professional by registered mail.
4 d. The decision issued by the Deputy Secretary is final and conclusive unless the Professional
files a claim with the Board of Claims within thirty days of its receipt of the decision.
e. If the Deputy Secretary does not issue a written decision within 120 days after the claim is
filed, then the Professional may proceed as If an adverse decision had been received. The
120 day period may be extended with the written consent of the Department and the
Professional.
f. The Professional shall carry on its work during the claims process, including Board of Claims
proceedings, If any, unless otherwise agreed by it and the Department in writing.
8. ASSIGNMENT. This Agreement Is for the personal services of the PROFESSIONAL and performance
hereunder may not be assigned or transferred by PROFESSIONAL without written consent of the
DEPARTMENT. This provision does not prevent an assignment for financing purposes of amounts, due
orto become due under this Agreement, nor the retaining, by the PROFESSIONAL, on Its own
responsibility and at its own expense, of such specialized architects or professional engineers as may be
necessary for the proper design and development of the Project.
9. AMENDMENT. The PROFESSIONAL hereby acknowledges receipt of notice that no person has any
authority to amend or modify this Agreement or waive any term or provision hereof except by written
• amendment hereto signed by the Secretary of the DEPARTMENT or by the Deputy Secretary for Public
Works of the DEPARTMENT.
10. NOTICES. Wherever the term "notice" is used, to be effective, notice must be in writing and If to the
l DEPARTMENT must be mailed certified mail, postage and fees prepaid, or hand delivered to the Director
of the Bureau of Engineering and Architecture, 18th and Herr Streets, Harrisburg, Pennsylvania 17125,
and if to the PROFESSIONAL notice must be similarly mailed or hand delivered to the address set forth in
the caption of this Agreement, unless notice of another address has been given, in which case notices
shall be so hand delivered or mailed to that address.
11. INTEGRATION. This Agreement contains all the terms and conditions agreed to by the parties
hereto, and no other agreements, oral or otherwise, regarding the subject matter of this Agreement exist.
J •
12. NO THIRD PARTY RIGHTS. Nothing in this Agreement or in the General or Special Conditions or in
any other document Incorporated herein by reference or issued hereunder, expressed or implied, is
intended to or shall be construed to confer upon, or give to, any person, firm or corporation or any
Governmental Agency other than the DEPARTMENT, its successors and assigns, and the
PROFESSIONAL, any right, remedy or claim, legal or equitable, whether as third party beneficiary or
otherwise. This Agreement and all provisions applicable hereto or incorporated herein are for the sole
and exclusive benefit of the DEPARTMENT, Its successors and assigns and the PROFESSIONAL.
13. HOLD HARMLESS CLAUSE. The PROFESSIONAL agrees to protect, indemnify, and save
harmless the DEPARTMENT from and against any and all liabilities, losses, damages, costs, expenses,
causes of action, suits, claims, demands, or judgments of any nature arising from any Injuries to, or the
death of any person or any damages to property growing out of or connected with the work performed by
the PROFESSIONAL under this agreement to the extent that the same is caused by the negligence of the
PROFESSIONAL, its employees, its agents, or its consultants.
Page 3of5
Agreement for Project No. D.G.S. 573-24
Edition of 1999
14, PROFESSIONAL EVALUATIONS. in signing this Agreement, the PROFESSIONAL consents to the
evaluation of its performance by the DEPARTMENT and understands that any such evaluation may be
used in future selections of Professionals. Furthermore, the PROFESSIONAL'S consultants will also be
evaluated. The PROFESSIONAL is required to notify each of Its consultants that in contracting with the
PROFESSIONAL, the consultant consents to the DEPARTMENTS evaluation of the consultant and to
the use of any such evaluation in future selections of Professionals.
15. ADDITIONAL SERVICES. The PROFESSIONAL will perform all necessary Additional Services
required by the project to include the performing or administering of testing, design, inspection and air
substance monitoring associated with the removal of any unanticipated asbestos, other hazardous
material or contaminant encountered during the project design or construction phases, as found in
paragraph 2.7.100d of the General Conditions. Provisions of all additional services will be consistent with
the terms of the General Conditions, and will be by written direction of the Department expressly for the
purpose of authorizing additional services. An amendment to the Agreement is not required for Additional
Services enumerated in the General Conditions.
16. SPECIAL CONDITIONS The following Special Conditions are attached to and made a part of this
Agreement by reference:
a. Attendance at Meetings. The Professional shall be compensated as an additional service, in
accordance with Article 2.1.105 of the General Conditions of the Professional Agreement, for its
attendance at meetings in excess of the numbers shown below:
Bidding Phase 2 Construction Phase 69
Final Inspection 4 Meetings for up to one year after Final Inspection 2
•
Record Drawinas: In addition to the services in paragraph 2.6.115 Record Drawinas, the
Professional shall provide the following:
Upon the completion of the project, the Professional shall provide the Department with three (3)
duplicate CD-ROM's containing all AutoCAD release 14 drawing files used to produce the
drawings for the project with all changes recording all construction changes. These drawing files
shall use logically named and defined layers, where objects are placed on the appropriate layers.
Layers shall be separated by discipline. All referenced drawings, non-standard fonts and line
types shall be included with the files. A key list shall be provided defining the layering
system by name and description. AutoCAD plotter configuration file with extension "pc 2"
indicating pen table assignments (associated with color) shall be provided. The CAD
software and version being used shall be identified. A standard AutoCAD release 14
workstation should be capable of loading the drawings and reproducing all prints as provided to
the Department by the Professional
c. Provisions concernina the Americans with Disabilities Act (ADA) During the term of this
contract, the Contractor agrees as follows:
Pursuant to federal regulation promulgated under the authority of The Americans With Disabilities
Act, 28 C.F.R. 35.01, at seq., the Contractor understands and agrees that no individual with a
disability shall, on the basis of the disability, be excluded from participation in this contract or from
activities provided for under this contract. As a condition of accepting and executing this contract,
the Contractor agrees to comply with the General Prohibitions Against Discrimination, 028 C.F.R.
35.130, and all other regulation promulgated under Title 11 of The Americans With Disabilities Act
which are applicable to the benefits, services, programs and activities provided by the
Commonwealth of Pennsylvania through contracts with outside contractors.
• Page 4 of 5
Agreement for Project No. D.G.S. 573-24
Edition of 1999
IN WITNESS WHEREOF, This Agreement has been executed and delivered as of the date set forth
above.
WITNESS: f DEPARTMEN F G S VICES
f1i ??1 is By y/z7l V y-
1 / Date K ly Powell Lin t% Date
111 ?l Secretary of General Services
f AND
Bink Partnership, Incorporated
(Name of Corporation)
ATTEST-
S cre reasurer Date sidenWirancai d to
1 • APPROVED AS TO FORM AND LEGALITY
OFFICE OF GENERAL COUNSEL
l _4 (Q VKX LLQ/i {hereby certify that funds in the
Deputy (Assistant) General Counsel amount of 192150.00 are
ppROVEt7 FOR FORM available under Appropriation
ALVTY Symbol ?0(38-Ots 30?- 4-3-6aoo- 5032y- q&7
AAND D
LEG
APR 0 4 2aa2 &&an /J 24 APR 10 2002
Comptroller Date
ncW??4
Page 5 of 5
Agreement for Project No. D.G.S. 573-24
Edition of 1999
DEPARTMENT OF GENERAL SERVICES
PROFESSIONAL ARCHITECT OF ENGINEER
CERTIFICATE OF COMPLIANCE
•
CONTRACT NO. D.G.S. 573-24
Construction of a Now HeadquarterslConference Faclllty
Department of Corrections
Cumberland County, PA
RECEIVED
•
APR 17 2002
BINK PAKI-NERSHIp
In accordance with the Rules and Regulations promulgated by the Department of General
Services of the Commonwealth of Pennsylvania, the undersigned, in person, or by its duly authorized
representative, hereby certifies that 1, or it, have not, or has not employed or retained any person,
partnership, or corporation, other than a bona fide employe or agent working for me or it, to solicit or
secure this agreement; that 1, or It, have not, or has not paid or agreed to pay any person, partnership or
corporation, other than a bona fide employe or agent, any fee, or any other consideration contingent upon
the making of this agreement, and that 1, or it, have not, or has not made any political contributions
because of this agreement. .
Dated at . IWO RU ? this
day of -:A" 2002
Bink Partnership, Incorporated
Name of P%kssional Firm
By - tY Vgning f7 ;W
//?? fg ature Title of Person S County of (1.I APUUOW9
SS:
COMMONWEALTH OF PENNSYLVANIA nn
A 6l being duly swom, deposes and says that he is 1'Y,"StOL of
ale- rq? ICPStH ra =ANC (Name of Organization) and acknowledges that he executed
the foregoing statement for 4he purpose therein contained.
Sworn to before me this
^
?t Day of Vl?1CU04 , 2002
Notary?
t4oww Sol fttft
My Commission Expires th- ®L.y k001Y
omm HM am, cwmwiaw 'a'
s=
of N MIN
lirotlibay i' 10n
Page 6 of 5
Agreement for Project No, D.G.S, 573-24
Edition of 1999
I . ,
1i •
I
DEPARTMENT OF GENERAL SERVICES
GENERAL CONDITIONS
OF
PROFESSIONAL DESIGN AGREEMENTS
TABLE OF CONTENTS
CAPTION
Article 1
1.1.100
Article 2
PAGE NO.
MATERIAL INCORPORATED INTO AGREEMENT
Application of General Conditions and Standard 1
Practice Manuals
THE PROFESSIONAL'S RESPONSIBILITIES AND SERVICES
PART 2.1 - GENERAL REQUIREMENTS
•
2.1.100 Basic Services 1
2.1.101 Limited Budget Contract 1
2.1.102 Professional Client Relationship 2
2.1.103 Consultants 2
2.1.104 Progress Reports During Design 2
2.1.105 Attendance at and Minutes of Conferences 2
and Meetings
2.1.106 Attendance and Testimony as Witness 3
2.1.107 Coordination with Existing Facilities and 3
Utilities
2.1.108 Visits to site 4
2.1.109 Scheduling of Submissions 4
2.1.110 Coordination of Separate Contracts 4
2.1.111 Representation as to Qualifications 4
2,1.112- Construction Scheduling 4
PART 2.2-SCHEMATIC TIC DESIGN PHASE
2.2.100 Scope of Phase 5
PART 23-PRELIMINARY DESIGN PHASE
2.3.100 Scope of Phase 5
2.3.101 Preliminary Construction Cost Estimate and 5
Breakdown
1 PART 2.4-FINAL DESIGN PHASE
• 2.4.100 Scope of Phase 6
2.4.101 Final Cost Estimate and Detailed Breakdown 6
2.4.102 Multiple Base Bids 7
2.4.103 Reports During Design on Special Conditions 8
Relating to Operations and Maintenance
PART 2.5-BIDDING PHASE
2.5.100 Scope of Phase 8
2.5.101 Advertising and Receipt of Bids 8
2.5.102 Reproduction and Distribution of Bidding Documents 8
2.5.103 Pre-Bid Conferences 9
2.5.104 Evaluation of Bids 9
PART 2.6 - CONSTRUCTION PHASE
2.6.100 Documents 10
2.6.101 Administration of the Construction Contracts 10
2.6.102 Access to Work and On-Site Representation 10
2.6.103 Visits to the Site 10
2.6.104 Approval of Payment to Contractors 10
• 2.6.105
2.6.106 Interpreter
Review of Contractors Shop Drawings and Materials 10
11
2.6.107 Progress Reports as to Construction 11
2.6.108 Review and Approval of Contractor's Breakdown 11
Sheets
2.6.109 Change Orders 11
2.6.110 Errors and Omissions 11
2.6.111 Rejection or Stoppage of Work 12
2.6.112 Construction and Maintenance Data 12
2.6.113 Construction by State Employees 13
2.6.114 Final Inspection 13
2.6.115 Record Drawings 13
2.6.116 Construction Administration Beyond Scheduled 13
Completion Date
2.6.117 Standards of Quality 14
2.6.118 Substitutions 14
2.6.119 Extensions of Time 14
2.6.120 Professional Observation of Testing 14
•
I*
I *-
PART PART 2.7 -ADDITIONAL SERVICES
2.7.100 Additional Services Not Covered by Compensation
for Basic Services
2.7.101 Compensation for Additional Services
Article 3
3.1.100
3.1.101
3.1.102
3.1.103
3.1.104
3.1.105
3.1.106
Article 4
4.1.100
4.1.101
4.1.102
4.1.103
4.1.104
4.1.105
4.1.106
Article 5
5.1.100
Article 6
6.1.100
6.1.101
Article 7
7.1.100
7.1.101
THE DEPARTMENT'S RESPONSIBILITIES AND DUTIES
Basic Information
Plat or Survey and Surveyor's Report
Interpretation of Instructions
Department to Act Promptly
Effect of Department's Failure to Disapprove
Design Work
Copies of Certain Documents
Advertisement of Notice to Bidders
14
18
19
19
20
20
20
20
20
THE PROFESSIONAL'S COMPENSATION AND PAYMENT
Basis of Professional's Compensation During 20
Design
Basis of Professional's Compensation Upon the 21
Receipt of Bid Proposals, and Upon the Award of
Contracts
Basis of Professional's Design Compensation for 22
Value Engineered Projects
Applicable Percentage 22
Schedule of Payments During Design 22
Schedule of Payments After First Job Conference 23
Phasing 23
PROFESSIONAL'S ACCOUNTING RECORDS
Records 24
SHOP DRAWINGS
Priority Submittal Schedule 24
Approval,of Shop Drawings 24
PROFESSIONAL'S RESPONSIBILITY FOR CONSULTANTS,
OBSERVANCE OF LAWS AND COOPERATION WITH LOCAL
BODIES, AND INSTRUCTIONS REGARDING PROPRIETARY
-- ITEMS
Responsibility
Cooperation with Local Bodies
25
25
iii
7.1.102 Proprietary Items, Copyrights, Patents 25
• Article 8
8.1.100
8.1.101
8.1.102
8.1.103
INSURANCE
Professional Liability Insurance 25
General Liability Insurance 26
Certificate of Insurance 26
Failure to Comply with Insurance Requirements 26
Article 9 TERMINATION OF AGREEMENT AND SUSPENSION
OF WORK THEREUNDER
PART 9.1 - TERMINATIONS
9.1.100 Termination for Convenience 26
9.1.101 Termination Upon Disability of Professional 27
9.1.102 Termination for Default of Professional 27
9.1.103 Adjustment of Compensation Upon Termination 27
PART 9.2 - SUSPENSION
9.2.100 Suspension of Work 28
PART 9.3 - PROVISION FOR SPECIAL CASES
• 9.3.100 Adjustment of Professional's Compensation in 28
Special Cases
PART 9.4 - REACTIVATION OF PROJECT
9.4.100 Adjustment of Compensation on Reactivation of 28
Project
Article 10 OWNERSHIP OF DOCUMENTS
10.1.100 Department Owns Documents 29
•
iv
i
I
1
1•
1
1
1
Article 11 PROVISIONS REQUIRED BY PENNSYLVANIA
LAW OR FEDERAL LAW TO BE INSERTED
11.1.100 Provisions Deemed Inserted
11.1.101 Physical Amendment of Agreement
11.1.102 Nondiscrimination
11.1.103 Contractor Integrity Provisions and Disclosure
of Financial Interest
11.1.104 Contractor Debarment Provisions
11.1.105 Tax Liability Provisions
Article 12 PROFESSIONAL AND CONSULTANT RELATIONSHIP
12.1.100 Professional and Consultant Relationship
Article 13 DEFINITIONS
13.1.100 Definitions
EXHIBITS
A. Compensation Percentages and Rules
B. Non Discrimination Clause
C. Contractor Integrity Provisions
D. Certification and Stipulations Related to Debarment
E. Tax Liability Provisions
v
29
29
29
29
30
30
30
30
A-1
A-2
A-3
A-4
A-5
B-1
B-2
C-1
C-2
D-1
E-1
THE DEPARTMENT OF GENERAL SERVICES
• GENERAL CONDITIONS
Of
PROFESSIONAL AGREEMENT
ARTICLE 1
MATERIAL - INCORPORATED INTO AGREEMENT
1.1.100 Aoplication of General Conditions and Standard Practice Manuals.
These General Conditions, the Bureau of Engineering and Architecture Project
Procedure Manual, and the DGS Construction Contract Documents, in effect when the
Professional Services Agreement is executed, and any attached Special Conditions
govem_.the Professional's work and are deemed a part of the Professional Agreement.
The Professional will be provided a copy of these documents, The Bureau of
Engineering and Architecture Project Procedure Manual and the Construction Contract
Documents supplement these General Conditions. In case of any irreconcilable
inconsistency, the General Conditions of the Professional Agreement govern.
ARTICLE 2
THE PROFESSIONAL'S RESPONSIBILITIES AND SERVICES
2.1 - GENERAL REQUIREMENTS
2.1.100 Basic Services. The Professional's Basic Services consist of Phases
described in these General Conditions. They include all architectural, structural,
mechanical and electrical engineering, and landscape architectural design and all other
professional services and administration of Construction Phase services required for the
project. .
2.1.101 Limited Budaet Contract. This is a limited budget agreement. It is the
Professional's responsibility to promptly notify the Department, if in the Professional's
opinion, the Project cannot be designed and. constructed within the Allocation for the
Project as set forth in the Agreement, paragraph 4, Compensation and Costs. It is the
Professional's responsibility to so notify the Department as soon as such a situation
becomes, or should have become, apparent to the Professional. If, without such
notification, the Professional permits the Construction Contracts to be bid, and If the
Contractor's bids when received are in excess of the Allocation and, if the Project
cannot be brought within the Allocation plus five percent (5%) by the acceptance of one
of the Base Bids provided in the bidding documents, the Professional shall without
charge to the Department adjust the project's entire design and rebid it until the
aggregate of the-bids is within the Allocation plus five percent (5%). If, after notification
• of the inadequacy 'of the Allocation, the Professional is instructed to proceed without a
change in the program, the design or the Allocation, the Professional shall not be
responsible for the cost of any subsequent redesign and shall be compensated in
accordance with paragraph 2.7.100a or 2.7.100h.
I .,
•
2.1.102 Professional Client Relationship. The Professional is responsible to the
Department, and only the Department may give instructions, which bind the
Department. The Department is constructing the Project for the Using Agency in
accordance with the Scope. Neither the Using Agency nor the Professional may change
a Scope or direct that items be included in the design, which will increase the
construction cost above the Allocation. All requests for such changes must be submitted
to the Department by the Using Agency.
2.1.103 Consultants. The Professional's Compensation for Basic Services,
except as otherwise specifically provided, includes the compensation for all necessary
consultants in the several branches of the architectural and engineering professions.
The compensation and cost of any special discipline consultants, as described in 2.7 of
the General Conditions and not included in the Special Conditions of the Agreement,
shall be in addition to the compensation for Basic Services. The Professional, within 30
days of signing the Agreement with the Department, shall fumish to the Department an
executed counterpart of its agreement with each consultant deemed necessary for the
proper design and construction of the Project. Each Consultant Agreement shall
incorporate these General Conditions and shall include an acknowledgment by the
Consultant that it has received and read a copy of the Professional's Agreement with
the Department, including the General Conditions. All provisions of these General
Conditions, relating to Consultants or to their work, are binding upon and shall be a part
of each Consultant's contract.
• 2.1.104 Proaress Reports Durinq Design. The Professional shall, during all
1 Design Phases, submit to the Department, monthly progress reports showing
1 percentage of completion of the design documents and other significant actions, When
the Professional becomes aware that a change in cost or schedule will be necessary,
the report shall be accompanied by a separate letter so stating and setting forth the
reason for the change. The report shall also state the date on which it is proposed to
make the next submission. The monthly progress report must be received by the
Department before that month's payment to the Professional is due.
2.1.105 Attendance at and 'Minutes "of Conferences and Meetings. The
Professional shall submit in writing the qualifications of its proposed authorized
representatives, and those of each Consultant, for acceptance by the Department prior
to first attendance of the Consultant or authorized representative at a meeting or
conference. The Professional, or its authorized representative, and the Professional's
Consultants when appropriate, shall attend all meetings and conferences as required by
the Department. The Professional shall submit to the Department detailed minutes of all
meetings and conferences within one week after each such conference and meeting.
The Department may demand, with written justification to the Professional, the
withdrawal from the project of any person employed by the Professional who the
Department deems to be insufficiently qualified for that portion of the work or who is
incompetent or guilty of misconduct. The Professional must have in attendance at the
meeting all individuals from the Professional or any of its consultants which are
• necessary to properly address the agenda. Meetings with regulatory agencies or other
agencies required to properly design the Project are not considered meetings for
purposes of this paragraph, and are compensated as part of Basic Services. The
Professional's attendance at meetings under this article in excess of the numbers
shown in the Special Conditions of the Agreement for the phases of services listed
below shall be compensated as an additional service, except that there shall be no
. additional compensation for attendance at meetings, which are occasioned by the
Professional's failure, error or omission. The absence of a number in the Special
-Conditions means there shall be no additional compensation for meetings in that phase
of service.
Bidding Phase Construction Phase
Final Inspection Meetings for up to one year
after Final Inspection
MAN Attendance and Testimony as Witness. In the event of a dispute
between the Department and any person concerning or involving the Professional's
failure to design or administer construction in accordance with this agreement, the
Professional or the, appropriate Consultant, or their qualified and authorized
representative or representatives shall attend all conferences, hearing and/or court
proceedings. If requested by the Department, they.shall prepare testimony and shall
testify, both as to facts and as to expert opinion, in all such proceedings on behalf of the
Department without any additional charge to the Department. If, however, upon
resolution of such dispute, it has not been determined that there has been a failure by
the Professional or any of its consultants regarding the adequacy of either the design
construction documents or contract administration they shall be entitled to reasonable
compensation, as determined by the Department, in accordance with the rates as set
• forth in the Bureau of Engineering and Architecture Project Procedure Manual. Neither
the Professional nor any of its consultants will be compensated for any dispute
resolution at the project site. The Department's decision will be final regarding the
compensation due the Professional or its consultants.
2.1.107 Coordination with Existing Facilities and Utilities. The Professional
shall consult with the Using Agency and obtain all necessary data for coordinating the
Project with existing structures and all support utilities. The Professional shall consult
with the Department regarding any correlation of design with future planning. The
Professional shall confirm in writing to the Department and Using Agency all data
furnished to the Professional in this connection and the data's adequacy. The
Professional shall obtain from the various Public Services and Utility Companies, such
as gas, electric, water, steam, waste water treatment/disposal, surface water disposal,
telephone and communication, a written commitment of their capability to service this
Project, and shall submit same to the Department as part of the Schematic Submission.
The Professional shall bring to the Department's immediate attention any reservations
to this commitment by the utility companies, such as in-house engineering and
construction costs. If utility services are not available at the site, the Professional must
provide the location of the nearest available utility service.
The Professional's. design shall include provisions for adequate water and sewage
disposal services:=Where water or sewage disposal are not readily available from the
• public services, ails Professional's design responsibility, unless otherwise directed by
the Department, includes the preparation of necessary plans and specifications for well
drilling or for the sewage disposal system, and the cost thereof will be included in the
Cost of Construction of the Project.
2.1.108 Visits to Site. During the design of the Project, the Professional shall visit
• the Project Site as required and shall obtain and study available record drawings,
investigate existing conditions, visual topographic and site data, and the Using Agency's
available future plans, for the purpose of obtaining any and all pertinent or necessary
information as to local conditions not required to be shown, or shown without complete
detail, on the Plat of Survey and Report of Surveyor furnished by the Department, as
may effect the design of the Project and the necessity for special provisions or wording
in the specifications. The Professional shall verify in writing to the Department, no later
than with its preliminary submission, that it has requested and obtained pertinent
interference documentation from all utility companies, the Using Agency and Institution,
and any other entity that may have underground or concealed lines or objects in the
area of the proposed construction. The Professional shall verify existing conditions by
I visual inspection and measurement and not by sole reliance on record documents or
land survey. Should corrective or additional work become necessary by reason of such
failure .to obtain all necessary, clarifying and available data for a proper and correct
design of the Project, the Professional shall reimburse the Department for the cost of
such corrective or additional work to the extent that such costs exceed the costs that
would have been payable had the initial design taken such data into proper
consideration.
2.1.109 Scheduling of Submissions. During the schematic and preliminary
phases, the Professional shall.scheduie and coordinate its work so the Using Agency
has adequate time and opportunity to review and approve both the program and the
• design concepts throughout development of these two phases prior to the scheduled
submissions to the Department. During the final phase, the Professional shall
coordinate its work with the Using Agency to keep the agency current with the project
development. The Professional must obtain all approvals in a timely manner to permit
the work to continue on schedule.
2.1.110 Coordination of Separate Contracts. The Professional shall coordinate
the plans and specifications for all of the separate prime contracts to insure against
omissions, conflicts, overlaps or duplications of any items of work or materials on the
Project.
2.1.111 Representation as to Qualifications. The Professional specifically
represents to and covenants with the Department that the Professional and its
consultants, agents, servants, employees, officers and subcontractors possess and
shall possess the experience, knowledge, and skills necessary to qualify them
individually for the particular duties they perform.
2.1.1 12 Selected Construction Management. When the Department has
determined, at any point in'the design, bidding or construction phase, construction
management service will be used to provide selected services, including but not limited
to, cost estimating, scheduling, constructibility review, value engineering, and
1 construction administration, the Professional shall generally cooperate with the
1 • construction manager. The Professional shall provide the construction manager with
drawings, specifications and other information pertinent to the selected construction
I management services. The Professional shall be compensated as an additional service
1 it's direct cost for providing the above documents and information to the construction
manager. No additional compensation shall be paid the Professional for Construction
Phase services provided in support of construction scheduling by a selected
• construction manager.
2.2 =SCHEMATIC DESIGN PHASE
2.2.100 Scope of Phase. The Professional shall consult with the Using Agency,
and the Department to ascertain fully the requirements of the Scope and the Allocation
for the Project. Based upon the forgoing and the Survey, if any, supplied by the
Department, the Professional shall develop the program and prepare and submit for
approval, sketches consisting of schematic design studies and other documents based
on the Scope and the developed program. The Professional shall also prepare a
breakdown of the estimated construction cost projected to the then estimated bid receipt
date and its relationship to the Allocation. Such costs shall be based on current areas,
volume and other unit costs.
2.3 - PRELIMINARY DESIGN PHASE
2.3.100 Scope of Phase. Upon receipt of written approval of the
Schematic Phase submission from the Department, the Professional shall, based on the
Scope, program and Schematic Phase approval, prepare the Preliminary Design
Development Documents. These documents consist of such drawings, outline
specifications and other documents as may be necessary to fix and describe the,
approximate size and character of the entire Project, its exact site location, and
• character and capacity of all structural, mechanical and electrical systems, and such
other essentials as may be appropriate -or as may be required by the Department.
2.3.101 Preliminary Construction Cost Estimate and Breakdown. With
the Preliminary Documents, the Professional shall submit a statement and breakdown
of the estimated construction cost computed at present prices, projected to the
estimated bid receipt date, and a justification of the factors used for such projection. If
the cost estimate furnished with the preliminary submission is not within the allocation,
the Department, subject to the limitations of Section 2.2.100, shall have the following
options for proceeding with the design:
a. It may require the Professional to adjust the entire design, at no expense
to the Department, to bring the preliminary cost estimate within the
Allocation.
b. It may allow the Professional, at no additional cost to the Department, to
include sequentially reduced base bids so that at least one is within the
Allocation. The approved base bid within the Allocation shall be the basis
for the approved Preliminary Design and the basis for development of the
Final Design. If the Professional elects to provide Final design documents
for work of Base Bids estimated above the Allocation it is provided at the
Professional's risk. Compensation for basic services shall remain in
• accordance with paragraph 4 of the Agreement.
C. It may instruct the Professional to proceed with the design in accordance
with the preliminary design development documents. In such event, the
I II
Ij
I
Professional shall be compensated for any costs required to subsequently
adjust the design to bring the cost estimate within the Allocation in
accordance with Article 2.7, Additional Services.
2.4 - FINAL DESIGN PHASE
2.4.100 Scope of Phase. Upon receipt of the Department's written approval of
the Preliminary Phase, the Professional shall develop the Construction Contract
Drawings and Specifications, on or before the date provided in the Final Time Schedule,
and shall submit the same for review and approval to the Department and for review by
the Using Agency. The submission shall include a recommendation for the number of
construction days and Temporary Heat days, and all other documents required by the
E/A Procedures Manual.
2.4.101 Final Cost Estimate and Detailed Breakdown. The Professional shall
submit. a Final Cost Estimate and detailed breakdown for each contract. The
Professional. shall advise the Department of any changes from the Preliminary
Documents necessitated by current market conditions and a justification for any change.
The Final Cost Estimate, if within the Allocation and approved by the Department, is the
agreed basis upon which the design is completed.
If the Final Cost Estimate is not within the Allocation, the Department, at its sole
discretion, has the following options for proceeding with the design:
• a. When the 'Final Cost Estimate exceeds the Allocation, the Department
may require the Professional to modify the entire design, at no expense to
the Department, to bring the Final Cost Estimate within the Allocation. The
Department, in consultation with the Professional and the Using Agency,
must approve the design modifications to be made.
b. When the Final Cost Estimate exceeds the Allocation, the Professional,
with the approval of the Department, may include Alternate Base Bids to
bring the Final Cost Estimate within the Allocation. Alternate Base Bids in
excess of the allocation permitted in the Preliminary Phase shalt be
included in the bidding documents as part of Basic Services. Additional
Base Bids permitted by the Department to bring the estimated cost within
the Allocation are also included in Basic Services and compensation shall
be in accordance with Article 4 of the Agreement.
J+ •
J
C. When the Final Cost Estimate exceeds the Allocation, the Department, at
its sole discretion, may request a revised Allocation and suspend the
design work pending approval of the revised Allocation. Until such time as
a revised Allocation is approved, the Professional's compensation shall be
based on the current Allocation. If the revised Allocation is approved, the
Professional will be notified to proceed with the design and the Agreement
will be amended to the revised Allocation. If the revised Allocation is not
approved, the Department may, at its sole discretion, direct the
Professional to proceed based on one of the other provisions of this
paragraph.
d. When the Final Cost Estimate exceeds the Allocation, the Department, at
its sole discretion, may request a revised Scope and a redesign. The
• Professional shall be compensated for the redesign in accordance with
paragraph 2.7.100h.
e. When the Final Cost Estimate, including all Base Bids, or subsequent
Final Estimates, including all Base Bids, exceeds the Allocation and, in the
opinion of the Department, the estimate(s) is high, the Department shall
designate the highest base bid it believes to be within the Allocation, the
Professional shall proceed with the design as directed, and compensation
shall be based on the Allocation until the project is bid, if the Department
cannot ultimately award contracts because low bids exceed the Allocation,
the Professional shall modify the design to be within the Allocation and
shall be compensated for wasted design.
2.4.102 Multiple Base Bids. Multiple Base Bids shall appear in the Final
Estimate and Bidding Documents under the following conditions:
a. If the Department has permitted multiple Base Bids in the Preliminary,
they shall be included in the bidding documents for each contract as part
of Basic Services.
b. If the Final Estimate, or at least one of the previously approved base bids
submitted with the final estimate, is not within the allocation and the
• overage is not because of any action by the Department, the Professional,
as part of Basic Services, shall prepare revised or additional base bids to
bring the construction cost estimate within the allocation when directed by
the Department. Document revisions for Base Bids required with the Final
Submission, which are directly related to actions not the responsibility of
the Professional, are reimbursable as additional expenses in accordance
with paragraph 2.7.100 a.
C. To provide further assurance that the construction bids will be within the
allocation, at the direction of :the Department, and at no additional
compensation, the Professional shall include one or more additional base
bids to reduce the estimate.
d. The Professional may include, at its request, a base bid estimated to be in
excess of the Allocation so long as the work included conforms to the
Scope and is approved by the Department. In such cases, the
Professional's compensation for basic services will be based on the award
in accordance with Article 4. No additional compensation will be paid for
base bids which are incorporated at the Professional's request and which
are not awarded.
0
2.4.103 Reports Durina Design on Special Conditions Relating to Operations
and Maintenance. The Professional shall familiarize itself with the Using Agency's
• normal operating and maintenance programs and shall submit with the Final Phase
submission, reports on any special operating or maintenance procedures required by
the design. If the design does not require departures from the Using Agency's normal
procedures, the Professional shall submit a signed statement to that effect to the
Department with the Final Phase submission.
2.5 - BIDDING PHASE
2.5.100 Scope of Phase. When the Department determines the project is ready
for bidding, it will provide to the Professional all necessary instructions required to
proceed with the Bidding Phase. The Professional's work is considered suspended, in
accordance with Article 9.2, for the period between completion of the Final Design
Phase and direction to reactivate to commence the Bidding Phase.
2.5.101 Advertising and Receipt of Bids. The Department will designate the
date, hour and place for the receipt, public opening, and reading of bids. The
Department will designate the construction period and advertise the project forbidding.
2.5. 102 Reproduction and Distribution of Bidding Documents.
a. Upon receipt of a deposit from a prospective bidder, the Professional shall
assemble and issue complete bidding documents to the prospective
• bidder. In addition, the prospective bidder must notify the Professional of
the method by which the bidder wishes the documents to be delivered.
The bidder must pay the costs of delivery of the documents separate from
the deposit.
b. The deposit is to be determined based on a not to exceed cost of ten (10)
cents per page for specifications and one dollar fifty cents ($1.50) per
sheet of drawings.
C. The Professional shall also issue drawings and specifications to Bidders'
Services designated by the Department and to local Department of
General Services Construction Information Center.
d. A complete set of documents shall include:
(1) Project Specification Manual including:
(a) General Conditions and Instructions to Bidders;
(b) Notice to Contractors;
(c) Prevailing Wage Determination;
(d) Special Requirements; and
(e) Technical and other Sections of all contracts
. (f) Certified ContractorsNendors List
l (2) Proposal Form and bid Envelope, with Bond Forms
J (3) All drawings of all contracts
I
e. All bulletins issued after the date of mailing of documents shall be
• forwarded to the bidder and bidders' services by certified mail with return
receipt requested, or by fax with return fax requested, as part of the
Professional's Basic Services.
Upon the return of the drawings and specifications in good condition within
fifteen (15) days after the opening of bids, the Professional shall return
bidder's deposit check. The Professional is not to deposit or cash the
bidders' deposit checks prior to a determination that the bidder is not
returning drawings and specifications in good condition. The first and
second low bidders shall not be required to return the drawings and
specifications within the above specified time. The second low bidder
shall return the drawings and specifications within ten (10) days after the
award of the Contract. If all bids are rejected by the Department, the first
and second low bidders shall return the drawings and specifications with
ten (10) days after the rejection of the bids.
g. All deposits not returned become the property of the Professional.
h. The Professional shall furnish the Department with ten complete sets of
plans and eleven complete sets, plus two sets per contract, of bound
specifications.
I. The Department will reimburse the Professional the not-to-exceed amount
of ten (10) cents per page for specifications and one dollar fifty cents
($1.50) per sheet of drawings for all complete sets of bid documents which
have been distributed to prospective bidders, Bidders' Services and the
Department. The payment will be made on actual costs, up to the not-to-
exceed cost, as shown on invoices submitted to the Department. The
Department will also reimburse the Professional for the actual cost of
delivery of drawings and specifications to Bidders' Services and the
Department but .for no other administrative costs.
2.5.103 Pre-Bid Conferences. The Professional, with key consultants,
shall attend as the chairperson, the first pre-bid conference as part of Basic Services.
All other pre-bid conferences, resulting from phasing or other reasons not due to the
fault of the Professional, shall be an Additional Service with reimbursement as set forth
in Article 2.7, Paragraph 2.7.100t, Rebidding.
2.5.104 Evaluation of Bids. The Professional shall evaluate the
reasonableness of the bids and their compliance with the requirements of the bidding
documents: The Professional shall render its opinion of qualification with a confidential
report to the Department on all information known or ascertainable by reasonable
inquiry, bearing on. the qualifications of the three (3) lowest bidders on each contract for
which contractor qualifications are required by the bid documents. The evaluation and
• report must be submitted within three (3) calendar days after the receipt of the
qualification forms from the Department.
' ' 2.6 - CONSTRUCTION PHASE
• 2.6.100 Documents. The Professional will furnish to each contractor one
(1) set of reproducible drawings and one set of specifications. Additional sets may be
sold at cost.
2.6.101 Administration of the Construction Contracts. The Professional shall
provide administration of the Construction Contracts and generally administer and
review the performance of the work in accordance with the applicable provisions of
these General Conditions and as described elsewhere in the DGS Construction
Contract Documents.
2.6.102 Access to Work and On-Site Representation. The Professional,
consultants and authorized representatives shall have full access to the work at all
times. When provided, as an Additional Service, the Professional shall provide a
representative at the site during all times of active construction. The representative shall
provide the services described in the Bureau of Engineering and Architecture Project
Procedure Manual. The Professional's selection of a full-time, on-site representative
must be submitted to the Department for prior approval.
2.6.103 Visits to the Site. The Professional, or an authorized and qualified
representative, shall visit the site at least biweekly, or more often as required by the
Department, during periods of active construction. The Professional shall review the
progress of the work, including the completeness of the Contractors' record prints, and
• take actions necessary or appropriate to achieve the requirements of the construction
contracts. The Professional shall advise the Department's Inspectors as to particular
matters to watch and guard against. The Professional's consultants must visit the site at
such intervals as deemed necessary by the Department or the Professional, to review
their respective phases of the work in order to achieve the requirements of each
contract. In addition, the Professional is to attend any and all project site conferences
that are determined by the Department to be necessary to clarify the Contract
Documents. The Professional is not responsible for the construction means, methods,
techniques, sequences or procedures, or for safety precautions and programs in
connection with the work.
2.6.104 Approval of Payment to Contractors. Based on the Professional's visits
I to the site and the Contractor's Applications for Payment, the Professional will, within
l seven (7) days from receipt of the Contractor's Application for Payment, either approve
or disapprove the application for payment. If the Professional disapproves the
Contractor's Application for Payment, the Professional will forward in writing the reasons
for disapproval to the Construction Regional Director.
1 2.6.105 Interpreter. The Professional is, in the first instance, the interpreter of the
I Construction Contract Documents and the initial evaluator of the Contractor's
performance there under. Within seven days after receipt of a written request from a
contractor, the Professional will, render in writing an interpretation or evaluation
• consistent with the Contract Documents. The Professional will provide the Department
l with a copy of the interpretation.
J
10
2.6.106 Review of Contractors' Shop Drawings and Materials. The
Professional shall review and approve shop drawings for compliance with the Contract
. Documents, and process as provided in Article 6 of these General Conditions. The
Professional shall review and approve all samples, materials, and other submissions of
the Contractor for conformity to and harmony with the design concept of the Project and
for compliance with the requirements of the Contract Documents. The Professional shall
request from the Contractor and may rely on bona fide test data, certifications and
evidence submitted by the Contractor, as needed to establish conformity wits
contract requirements prior to approving material and products submitted.
2.6.107 Progress Reports as to Construction. The Professional shall, N
seven (7) days of each site visit, make written reports to the Department relative t
progress of the work. The Progress Reports to the Department shall includ(
Consultants' findings on each of their visits.
2.6.108 Review and Approval of Contractor's Breakdown Sh
Professional shall review and approve or disapprove the detailed Cost break__ _
sheets submitted by all Contractors..
2.6.1 09 Change Orders. The Professional shall evaluate and recommend action
to the Department on all change order requests initiated by the Department, the Using
Agency, the Contractors, or by the Professional's own observation of the work. The
evaluations shall include a cost estimate (with a breakdown of major Hems of work), an
opinion of the cause of the change order with substantiating background and a
• recommendation as to whether the change order should be pursued. The Department
may require the Professional to submit a detailed breakdown to support the cost
estimate. The Professional shall review all costs submitted by the Contractor for all
change orders and advise the Department in writing of their acceptance or rejection
within seven days of its receipt of the costs. Justification must be provided to
substantiate disputed costs. The Department will review the Professional's input and
determine those change orders to be pursued. Compensation for services associated
with change orders, including the Professional's detailed breakdown, shall be in
accordance with paragraph 2.6.110 and 2.7.109 of these General Conditions.
2 .6.110 Errors and Omissions. If it becomes necessary during the course of
construction to issue change orders which increase the cost of the Project because of
the Professional's failure to produce proper and coordinated specifications and
drawings, or any portions thereof relating to-the project, in accordance with accepted
standards and practice, the Professional shall be assessed the difference between the
amount of the change order and what the Department would have paid had the error or
omission not occurred, plus administration costs incurred by the Department. The
Department's administration costs will not exceed the professional fee percentage rate
established for the project applied to the change order amount. The assessment for
added cost will be based on the following:
a. If the• change order is an omission change order, the assessment for the
• difference between the amount of the change order and what the
Department would have paid had the omission not occurred will be based
on the construction cost index change between bid opening and the
change order cost proposal, but in no case less than zero. For purposes of
11
i this section, a change order is an omission change order If additional work
is required due to the failure of the Professional to produce proper and
• coordinated specifications and drawings, but no work must be removed or
replaced to carry out the change order.
b. If the change order is an error change order, the assessment for the
difference between the amount of the change order and what the
Department would have paid had the error not occurred will be the same
as for an omission change order plus the cost of removing and replacing
work in order to remedy the error. For purposes of this section, a change
order is an error change order if work must be removed and/or replaced
because of the failure of the Professional to produce proper and
coordinated specifications and drawings.
No fee will be paid for change orders preliminarily designated as resulting from an error
or omission.
The assessments set out in 2.6.110(a) and (b) will not take effect until after the value of
approved change orders exceed 3% of the aggregate contract award amount. If the
value of the approved change orders which are determined to be the result of the
Professional's error or omission does not exceed. 3% of the aggregate contract award
amount upon completion of the project, the fee will be paid on change orders
preliminarily designated to be error or omission change orders. If the value of approved
change orders, which are determined to be error or mission change orders, exceeds 3%
• of the aggregate contract award amount, the assessments set out in 2.6.110(a) and (b)
will apply to all change orders determined to be error or omission change orders. Once
the value of the approved change orders exceeds 3% of the aggregate contract award
amount, the Department will review change orders preliminarily designated to be error
or omission change orders on a quarterly basis.
2.6.111 Rejection or Stoppage of Work. The Professional shall recommend
rejection of work that does not conform to the Contract Documents and immediately
notify the Department of the recommendation of rejection. The Professional shall
recommend stoppage of Contractors' work or_special testing whenever such testing or
stoppage is necessary, in the Professional's opinion, for the proper performance of the
Construction Contract Work. Recommendation of stoppage shall be made orally to the
Department's field representative and confirmed, in writing, within twenty-four hours of
the recommendation. The confirmation-- must include the reasons for such
recommendation.
2.6.112 Construction and Maintenance Data. At the time of substantial
completion of the Project, the Professional shall collect from the prime contractors, as
provided in the Construction Documents, a rough draft of the Operation and
Maintenance Instructions Manuals prepared by the contractors. The Professional shall
review the rough draft for completeness including all pertinent shop drawings, diagrams,
catalog data, manufacturers operating instructions, manufacturer's or supplier's
• maintenance instructions, certificates, warranties, guarantees and other pertinent
operating and maintenance data. The Professional shall indicate its approval of the
rough draft with correction if necessary or request a revised draft and resubmission of
the manual for the Professional's review and approval. Upon receipt of the two (2) final
12
bound manuals from the prime contractors, the Professional shall review them for
accuracy and content, and when they meet with its approval, the Professional shall
forward the two (2) copies to the Department.
2.6.113 Construction by State Employees. Should the Department decide to
perform the actual construction using its own personnel, or other State employees, or
inmates, the Professional shall prepare a list of construction materials and specifications
for purchasing the materials as part of the Basic Services in lieu of supplying
construction contract specifications. Unless otherwise indicated, the Professional shall
provide drawings and all construction administration services as part of the Basic
Services. The Professional's fee for Basic Services for work constructed by state
employees or inmates shall be based on twice the cost of construction materials plus an
estimated contracted labor cost approved by the Department for that portion of the
project completed by non-contract labor. In no event, however, will the fee be based on
an amount in excess of the Allocation for the project.
2.6.114 Final Inspection. When the Contractor submits in writing to the
Department a request for a Final Inspection and an application for final payment, final
inspection will be made within 30 days of the receipt of the request for final inspection
and application for final payment.. If the work is substantially completed, the
Professional will issue a certificate of final completion and a final certificate for payment.
The certificate given by the Professional shall list in detail each uncompleted item and a
reasonable cost of completion. The Professional will participate in inspections to
determine if the hems are completed.
is 2.6. 15 Record Drawings. At substantial completion of the work, the
Professional shall prepare Record Drawings showing all changes from the construction
documents made during the course of construction. The Record Drawings shall indicate
the vertical and horizontal alignment of concealed pipes, conduits and similar items.
Recorded changes shall be obtained from clearly marked field prints provided by the
contractors and field office of the Department and from change orders. The Record
Drawings shall be 0:003", or heavier, polyester drafting film (Mylar) shall be identified as
"Record Drawings", shall be delivered to, and shall become the sole property of, the
Department. The Record Drawings may be prepared by modifying the original
construction contract reproducible sheets if they are the proper material or they may be
made on separate set of reproducible sheets of the proper material. In either case all
construction changes from the original contract documents must be clearly designated.
2.6.116 Construction Administration Beyond Scheduled Completion Date. If
the last final inspection for construction contracts occurs after the period of scheduled
construction as specified in the construction contract documents, then the Professional
is entitled to additional compensation for each month up to final inspection for which
there is: (a) actual and active construction at the site, and (b) bi-weekly job conferences
held and the Professional actively attends to both (a) and (b). The additional
compensation is.payable monthly, upon approval of an invoice, in the amount of one
half of the regular monthly installment computed under Section 4.1.105a. If the services
• of a full-time, on-site Professional's representative during an extended or overrun period
are required by the Department, they shall be provided as an.Addhional Service in
accordance with paragraph 2.7.100g. The Professional shall not be entitled to
compensation under this paragraph for delays in construction that are attributable in
13
whole or in part to the Professional. Should there be more than one construction phase
in the project, the calculation of additional compensation due the Professional under this
paragraph shall be made separately for each phase. The decision of the Department
shall be final in so far as determining when there is actual and active construction at the
job site and when the Professional's compensation shall be withheld because of delays
that are attributed in whole or in part to the Professional.
2.6.117 Standards of Quality. Where trade names, catalog number and
manufacturers of material or equipment are specified, they are to be mentioned for the
purpose of establishing a standard of quality, performance, and appearance, and for
establishing a standard of competitive bidding. If the Contractor wishes to utilize
material or equipment that is of the same type, but manufactured by others than those
named in the specifications, the Contractor shall certify that the material or the
equipment is equal in quality, performance and appearance to that mentioned in the
specifications. The Contractor shall submit to the Professional and the Department,
subsequent to the Effective Date of the Contract, a request to furnish such material or
equipment as equal to those named in the. specification. The Contractor's request shall
include a comprehensive description of the material or equipment proposed to be
utilized as equal, including engineering, construction, dimension and performance data.
Within thirty days after receipt of the Contractor's request, the Professional will render a
written determination to the Contractor. Products, material or equipment determined as
equal to that named in the specification are not Substitutions.
I
.6.118 Substitutions. Should the Contractor desire to furnish material or
equipment different in quality, performance, or appearance from that named in the
i specification, the Contractor shall submit to the Professional and the Department a
i comprehensive description of the proposed substitution, including engineering,
construction, dimension, performance and appearance data, along with a statement of
the cost involved. The Professional shall render a written opinion of the proposed
substitution to the Department within thirty (30) days after receipt of the request for
Substitution. 'The Professional's opinion shall include an evaluation of the salient
characteristics of the proposed substitution, its compatibility with the Project, its cost
and any schedule impact on the Project.
2 .6.119 Extensions of Time. The Professional shall assist the Department, if
requested, in the review of Extension of Time requests and claims of any type.
2.6.120 Professional Observation of Testing. If the Professional wishes to
observe inspections, tests or approvals, it shall do so promptly and where practicable, at
the source of supply.
2.7 - ADDITIONAL SERVICES
2.7.100 Additional Services Not Covered by Compensation for Basic
Services. Unless required by the Project Scope or included as part of the Basic
l Services by the ..Special Conditions to the Agreement (including the Orientation
• Summary Sheet);" the Additional Services described in this Part of the General
Conditions are not covered by the Compensation for Basic Services. If requested, in
writing, by the Director of the Bureau of Engineering and Architecture, and performed by
14
the Professional, such Additional Services shall be the subject for additional
compensation, as provided in this part.
. a. Revisions to Approved Drawings and Specifications. Revising previously
approved drawings or specifications to accomplish changes not initiated
by the Professional and not required by the terms of the Agreement to
bring costs within the Allocation. In no case, however, shall revisions
through the Sketch and Preliminary Design Phases, other than revisions
made necessary by an approved revised Project Scope or fundamental
program change, be considered as Additional Services.
b. Detailed Estimates of Construction Cost. Furnishing Detailed Estimates of
Construction Costs except as specifically provided in 2.4.101.
C. Replacement of Work Damaged by Fire or Other Causes. Evaluating
and/or providing replacement studies of any work damaged by fire or other
causes beyond the Professional's control during construction.
d. Specialized Services. Providing any unusual or specialized services or
special discipline consultants (using the Professional's own employees or
a consultant), other than those required in the Agreement and/or not
consistent with inherent requirements to meet the fundamental needs of
the Project. These services may include the testing, inspection and air
quality monitoring associated with the removal of any asbestos, other
• hazardous waste or contaminants encountered.
e. Default of Contractor. Preparation of Bidding Documents and review of
work completed and/or yet to be done upon default of the contractor(s)
and services made necessary by major defects or deficiencies in the Work
of the Contractors.
Special Studies. Providing services related to the preparation of
Environmental Assessments and/or Environmental Impact Statements,
Energy Impact Statements, Analysis or Feasibility Studies as may be
required by Local, State or Federal Government Agencies providing that
such services are not within the Project Scope, and are not included in the
Special Conditions to the Agreement.
g. Project Representation
(1) If more extensive representation at the site is required by the
Department than is provided for in the Agreement, the Professional
shall provide one or more Full Time Project Representatives to
assist the Professional. Such Full Time Project Representatives
shall be selected, employed and directed by the Professional, and
such selection shall be approved in advance by the Department.
• (2) The Full Time Project Representative or Representatives shall
provide the services noted in the Bureau of Engineering and
Architecture's Project Procedure Manual and through continuous
15
GE
on-site observations, exercise good faith and due care to provide
further protection to the Department against defects or deficiencies
• in the performance of the Construction Contracts, but this additional
service shall not relieve the Professional of its responsibilities under
the Agreement.
(3) Compensation for each full-time Project Representative shall be
mutually agreed upon in advance.
(4) The Professional's full-time on-site representation required by the
Department during periods of construction overrun due to the
Professional's failure of performance shall not be compensated.
Wasted Design. Compensation for wasted design shall be made in either
of the following cases:
(1) For that portion of an approved design or program which cannot be
reused in a revised design provided that design changes or
revisions to the design are not initiated by the Professional and
provided that they are not covered under Paragraph 2.7.100 a.
Additional compensation for such services shall be pursuant to a
negotiated amendment to the agreement.
(2) Where there are Base Bids, and the Department decides not to
• award a base bid which is within the Allocation, but instead awards
a lower base bid, that portion of design, which is less than the
allocation but in excess of the base bid which is awarded is
considered to be wasted. Additional compensation shall be based
on the Professional's Basic Services fee percentage times the
difference in the highest aggregate base bids which were within the
allocation and the aggregate of the base bids actually awarded.
i. Deaartment's Special Consultants. Providing increased services related to
Construction Scheduling, Value Engineering and other special consultants
during the Design and Bidding Phases when initiated by the Department
and when such services are not included in the Special Conditions.
j. Steel Products Reouirements. Providing design services to ascertain all
items incorporated into the project that contain steel, their origin of
manufacture, exemptions/requirements for steel certifications and a listing
1 of all steel products subject to the Steel Products Procurement Act.
1 k. Listing of Required Submittals. Providing a complete list of 'Approval
J Actions" describing all items, which require submission of an approval -
shop drawings, catalogue cuts, samples, certificates, sources and other
l related items.
J , I. Value Engineering. Providing as a separate and distinct design service,
l the identifying through recognized value engineering techniques the
J function of project entities and their value in relation to the lowest overall
16
project cost. This service includes accompanying recommendations for
construction and life cycle cost services.
• M. Surveys. Providing, to the extent required by the project, a Plat of Survey
of the site and sufficient adjacent lands, certified by a qualified licensed
surveyor, and a Report of Survey, giving, as applicable, grades and lines
of streets, alleys and pavements; the location of all rights of way
restrictions, easements, encroachments, boundaries and contours of the
site; location, dimensions and other complete data as to the exterior of
existing building, or other improvements and trees; and full description and
location of all known services and utility lines on the site.
n. Subsurface Utility Engineering. Providing the location and identification of
unknown, unobservable underground facilities, utilities, tanks and other
buried objects to the extent required for construction of the project.
Prospecting techniques including radio frequency electromagnetic,
magnetic acoustic emission sonics, terrain conductivity, ground
penetrating radar and select excavation shall be used to provide a
comprehensive horizontal map and give an indication of vertical position.
Information obtained using this service shall be shown on the Plat of
Survey of the project site.
o. Field Tests. Providing sub-surface explorations, test borings, test pits and
related work.
• p. Soils Foundation Engineer. Engaging the services of a registered
quailed soils foundation engineer for furnishing necessary design
analysis/recommendation and construction soils and/or foundation testing,
inspections, approvals and recommendations.
q. Laboratory Tests. Providing laboratory testing of soils, concrete or other
construction materials and equipment.
Shop Drawings. Services engaged in reviewing shop drawings additional
to the initial approved set for each item when the Contractor elects to
change the manufacturer or subcontractor after the initial manufacturer's
or subcontractor's shop drawings have been approved.
S. Change Orders. Services of the Professional arising from a change order
authorized by the Department, which is not the result of the Professional's
error or omission. Compensation for such services shall not require an
amendment and shall be at the basic services fee percentage established
for the project applied to the change order amount, with no reduction for
credit change orders. Additional Compensation other than at the
established percentage rate may be paid in the following circumstances:
. 1. When professional services for a debit or credit change order are
determined by the Director of Engineering and Architecture to be so
extensive that the applicable percentage fee is not just
17
compensation, a negotiated amount will be established by
amendment.
2. When negotiating additional compensation in an emergency
situation or when failure to proceed with the change order would
cause delay, the Professional shall prepare the change order and
keep accurate records of its cost. If it is determined to be
appropriate by the Department, it will pay additional compensation
based on the Professional's records of its services.
3. When an authorized change order has been canceled prior to its
execution, the Professional shall be compensated for the additional
services performed prior to cancellation at a negotiated amount. If
the work included in the canceled change order is subsequently
undertaken by a separate phase or contract under this Agreement,
the Department shall be credited the portion of the additional
compensation paid for the canceled change order design work.
t. Phasing. Providing administrative services in accordance with Paragraph
4.1.106; Phasing. Additional compensation for such services shall be 314
of 11% of the aggregate of all contracts awarded for each phase. There will,
however, be no additional compensation for administrative cost in
connection with the phase which has the highest construction contract
award. Until all contracts of all phases are awarded the additional
• compensation shall be paid as part of the regular payment installments
based on the Allocation and the approved estimate or award of each
applicable phase in accordance with paragraph 4.1.106.
U. Rebidding. Services occasioned by. rebidding construction contracts when
rebidding is not the result of the- Professional's failure to perform.
Additional compensation shall reimburse the Professional's direct cost for
revising documents, administration of rebidding, evaluation of bids and
proposals and all other associated services at rates consistent with the
Bureau of Engineering and Architecture Project Procedure Manual.
V. Codes. Ordinances and Permits. The Professional shall be reimbursed
the actual amount paid to regulatory agencies for approvals, applications
for approvals and permits obtained by the Professional in accordance with
paragraph 7.1.100 of these General Conditions. The Professional shall be
paid its direct cost, as additional compensation, for the preparation of
documents required by regulatory agencies which documents are. not part
of the construction documentation. Examples are; measured drawings for
fire/safety code review of portions of the building not involved in the
Project, and Land Development approval drawings and computations. 4 /
t,
2.7.101 Compensation for Additional Services SVC
• a. For the additional services described in Paragraph 2.7.100, sub
paragraphs "a" through "I"and "r", compensation shall be mutually agreed
upon in advance by the Department and the Professional. In the event an
18
agreement cannot be reached, the Department may direct the
Professional to provide the additional services, in which case the
Professional shall provide said services and shall keep a daily record of
the work performed and its cost for performing the additional services.
After the additional services authorized by the Department are completed
by the Professional or are terminated by the Department, the Professional
may submit a claim for the cost incurred in performing the additional
1 services.
b. For the additional services described in Paragraph 2.7.100, sub
paragraphs "m" through "q", compensation shall be based upon the actual
cost of such services. If the services are performed by an entity other than
the Professional, the Department shall consider the actual cost of such
services to be the amount paid to that entity by the Professional after
soliciting bids or proposals approved by the Department, plus ten percent
(10%) of that amount for the Professional's expense and profit. When the
services' are provided by the Professional or its Consultants the actual
costs of such services shall be subject to the hourly rates as set forth in
the Bureau of Engineering and Architecture Project Procedure Manual in
effect at the time the Agreement was executed.
C. For the additional services described in Paragraph 2.7.100, sub
paragraphs "s" through "v" compensation shall be as provided in said
paragraph.
10 ARTICLE 3
THE DEPARTMENT'S RESPONSIBILITIES AND DUTIES
3.1.10 Basic Information. The Department shall provide the Professional with
the Project Scope and all available information as to the requirements of the Project,
including the amount of the Allocation. If the information furnished is not sufficient for
the initiation of design development, the Professional shall immediately notify the
Department.
3.1.101 Plat or Survey and Surveyor's Report. The Department will furnish to
the Professional, when and to the extent required by the Project, a Plat or Survey of the
site and sufficient adjacent lands, certified by a qualified licensed surveyor, and a
Report of Survey, giving, as applicable, grades and lines of streets, encroachments,
boundaries and contours of the site; location, dimensions and other complete data as to
the exterior of existing buildings, other improvements and trees; and available
information concerning all known and observable services and utility lines on the site,
which information must be included, by the Professional, in the contract drawings. If the
information furnished is not sufficient for the initiation of design development, the
I Professional shall immediately notify the Department and indicate for the Department's
J • review and final decision areas where the information is insufficient. The Department, at
its option, may authorize the Professional to obtain the aforementioned services in
accordance with Paragraph 2.7.100 m. In all cases the Professional is responsible for
1 19
11 •
verifying at the site, with reasonable accuracy, the completeness and correctness of the
information provided.
3.1.102 Interpretation of Instructions. The Department is the sole interpreter of
any printed instructions, including the Bureau of Engineering and Architecture Project
Procedure Manual fumished the Professional, and may require conformance with same
at all times during the development of the Project.
3.1.103 Department to Act Promptly. The Department shall act with
reasonable promptness upon all submissions and any failure of the Department to so
act shall result in an extension of time to the Professional under the current Time
Schedule equal to the number of days of the delay. If the Professional and the Director
of the Bureau of Engineering and Architecture of the Department cannot agree upon the
extension to be granted, the Deputy Secretary shall decide the matter. Such extension
of time is the only remedy for such delay. The Professional is not entitled to any
additional compensation as a result of such delay.
3.1.104 Effect of Department's Failure to Disapprove Design Work. Any
approval of, or failure of the Department to disapprove or reject, design work submitted
by the Professional does not relieve the Professional of its full responsibility to the
Department for the proper and professional performance of all design work on the
project.
3.1.105 Copies of Certain Documents. The Department shall supply the
• Professional with the Bid Proposal Forms, which the Professional is responsible to
duplicate in the quantity required for distribution. The Department shall supply the
Professional' with, sufficient copies of the Bid Envelopes, and Bid Bond Forms to enable
the Professional to comply with the terms of Paragraph 2.5.102 with regard to the
bidding documents to be supplied to prospective bidders.
3.1.106 Advertisement of Notice to Bidders. The Department shall arrange for
the necessary publication by advertisement of the Notice to Contractors, and shall notify
the Professional when the advertisements are released for publication. Until so notified,
the Professional shall not release Contract Documents to any potential bidder.
ARTICLE 4
THE PROFESSIONAL'S COMPENSATION AND PAYMENT
4.1.100 Basis of Professional's Comnensation During Design. The
Professional's compensation ; and payments for the Schematic and Preliminary
approvals, submission of acceptable Final Documents, approval of Final Documents is
based upon the amount fixed in the Allocation provided:
. a. At the completion of the Preliminary Submission, K the Preliminary
Construction Cost Estimate is more than 20% below the Allocation, the
Department will adjust the Professional's compensation for Sketch and
20
Preliminary Submission in accordance with the approved Preliminary
Construction Cost Estimate.
• b. If at the submission and acceptance of the Final Construction Cost
Estimate the estimated cost of construction is more than 20% below the
Allocation, the Department will adjust the Professional's compensation for
Sketch, Preliminary, and Final Submissions and approvals in accordance
with the Final Construction Cost Estimate, if not previously adjusted during
the Sketch and Preliminary Submissions.
4.1.101 Basis of Professional's Compensation Upon the Receipt of Bid
Proposals, and Upon the Award of Contract. The Professional's compensation and
payment shall be based on the contract awards, with adjustment to prior payments for
the Schematic through Final Design Phases, provided:
a. The contract award does not exceed the Allocation plus five percent (5%
b. If the contract awards exceed the Allocation plus five percent. (5%) and
additional funds are provided to award construction contracts, the
Professional's compensation and payments will be based on the total
contract award amount.
C. If the aggregate of low bids exceeds the Allocation plus five percent (5%)
and the approved Final Construction Cost Estimate is within the Allocation
• and additional funds are not made available for the award of contracts, the
Professional shall, at the direction of and without charge to the
Department, redesign and rebid the Project until the aggregate of the low
bids is within the Allocation plus five percent (5%) above the Allocation.
d. If the aggregate of low bids exceeds the Allocation plus five percent (5%),
additional funds are not made available for the award of contracts, the
Professional has notified the Department of the inadequacy of the
Allocation in accordance with Paragraph 21.101, and the Professional is
instructed to proceed without a change in the Scope or in the Allocation,
the Professional shall be compensated for any necessary redesign,
subject to a negotiated credit for that portion of the original design which is
applicable to the redesign. In the event the Department and the
Professional cannot agree upon 'a negotiated credit, the Professional shall
proceed to redesign without delay when so directed by the Department
and may submit a claim as provided in Paragraph 7 of the Agreement.
e. If the aggregate of low bids falls more than 15% below the Allocation, the
Department, at Its discretion may reject all bids and require the
Professional to redesign and rebid the project, without cost to the
Department, until the aggregate of the low bids is within the established
limits: The Department, at its option, may award all or selected bids. If
• additional funds allow after the award of bids, the Department may, at its
option, direct the Professional to initiate an additional phase of design and
construction and to prepare Drawings and Specifications for bidding to the
extent permitted by the Allocation. Payment for all the Professional's
21
' services in the event of such an additional phase shall be in accordance
with Paragraph 4.1.106.
• f. If the Department elects to award a base bid other than the highest base
bid for which aggregate low bids are within the allocation, the
Professional's compensation for Basic Services for the Design Phase
(aggregate of 75%) shall be adjusted to the sum of low bids of the highest
base bid within the allocation in accordance with paragraph 2.7.100 h.
Wasted Design, of these General Conditions and the compensation for the
Construction Phase (aggregate 25%) shall be based on the aggregate of
all contracts awarded.
g. If the Department, in its sole discretion, determines that it is appropriate,
the Department may base compensation on the Final Estimate, and not
l adjust the compensation to the award amount. Neither the Department's
failure to exercise its discretion concerning this determination, nor any
determination it makes under this paragraph, shall give rise to a claim by
the Professional. The Professional agrees to accept, without challenge,
the Departments decision to utilize this paragraph.
4.1.102 Basis of Professional's Design Compensation for Value Engineered
Projects. For projects in which the Professional performs, administers or cooperates in
1 value engineering services during design as specified in paragraphs 2.7.1.00 i,
a Department's Special Consultants or 2.7.100 1, Value Engineering, the design
compensation will be based on the fee percentage, applied to an agreed to amount no
l • greater than the allocation. If the Department awards construction contracts at an
amount higher than that agreed, then the Professional's design compensation will be
based on that higher amount.
! 4.1.103 Anplicable Percentage. The applicable fee percentage is the percentage
applicable to current basis of compensation determined in accordance with Paragraph
4. 1.100 and Paragraph 4.1.101, which percentage shall be as provided in Paragraph 4a
of the Agreement. Exhibit A to this Agreement contains project compensation
percentages and rules that apply to all Department projects.
4..7104 Schedule of Payments During Design. The Professional's
compensation is payable monthly in accordance with the percent complete of the
various design phase whose total values are calculated using the design phase
percentages below. Payment for work in subsequent design phases is not contingent
on the approval of a prior phase when the project is being designed and bid in
sequential bid packages or phases:
Payment Aggregate
a. Upon approval of the Schematic Phase 15% 15%
b. Upon.approval of the Preliminary Phase 15% 30%
C. Upon submission of apparently acceptable
• Final Documents 25% 55%
d. Upon approval of the Final Phase 20% 75%
22
As used above, the approval required is the written approval of the Department that the
indicated phase has been satisfactorily completed, or a written statement that the
• apparently acceptable Final documents are received.
4.1.105 Schedule of Pavments After First Job Conference. The remaining 25%
of the Professional's compensation will be paid in installments beginning with the first
job conference as follows:
Payment Aggregate
a. Balance of payment apportioned as many installments as there are
calendar months form the actual start of construction to the completion
date specified in the Construction Contract Documents. Monthly
payments will be made upon determination by the Bureau of Construction
that acceptable performance
has been rendered. 20% 95%
b. Upon acceptance by the Department and Professional's Certificate of
Final Completion and approval of the Record Drawings and completion of
the, Department's evaluation of Error/Omission
change orders 5% 100%
If the last final inspection for construction contracts occurs after twenty percent (20%)
beyond the period of scheduled construction as specified in the Construction Contract
Documents, upon the Professional's request to the Director of Construction, the
• Department may release up to fifty percent (50%) of the final payment of 5% being
retained under Paragraph b.
4.1.106 Phasing. At the orientation, or during the several design phases, the
Department in its sole discretion shall determine whether or not the Project and the
related contracts will be designed, bid and/or constructed in one or more phases. The
fee percentage payable for a phase or phases shall be the percentage applicable to the
Allocation and the Professional's compensation .and payment for the Sketch,
Preliminary, and Final Phases shall be based upon the construction cost estimate
established by the Department for each phase. The Professional's compensation and
payment upon receipt of bids for each phase shall be based on _the contract awards,
with adjustment to prior payments for the schematic through final design phases. Upon
award of contracts for the final phase, the applicable fee percentage for payment for all
phases shall be the percentage applicable to the aggregate of contract awards for all
phases and all previous payments adjusted. Compensation for Basic Services shall not
be subject to any additional design, bidding or construction phase reimbursement
except that the Professional will be compensated for additional services required by the
phasing in accordance with 2.7, Additional Services. Phasing initiated by the
Department in accordance `with Paragraph 4.1.101, Basis for Professional
Compensation, Sub-paragraph e, shall be compensated for as set forth in Paragraph
2.7.100 t, Phasing.
23
! .1 11 ARTICLE 5
PROFESSIONAL'S ACCOUNTING RECORDS
•
5.1.100 Records. The Professional's direct personnel costs, Consultant costs and
all other expenses pertaining to the Project, shall be. kept on a generally recognized
accounting basis and with proper records, and such records shall be available to the
Department at the Professional's office for inspection and copying at mutually
convenient times for a period of at least 3 years beyond completion or termination of the
contract. Cost incurred by Professional for providing additional services shall be kept
separate and apart from all other project costs.
ARTICLE 6
SHOP DRAWINGS
6.1.100 Priority Submittal Schedule. Contractors shall submit all necessary
submittals to the Professional in accordance with a priority submittal 'schedule
established by the Professional and the Contractors. The priority submittal schedule
shall be determined no later than the first Job Conference held after the initial job
conference.
6.1.101 Approval of Shop Drawings. The Professional agrees that time is of the
• essence of this Article and.shall return the approved shop drawings, or detailed notation
for resubmission If required, within fourteen days after the submission date on the
established priority schedule, unless a different period is approved by the Department
1 The fourteen day period is the time from the scheduled receipt of the submittal by the
Professional to the time of receipt by the Department of the submittal by the
Professional. If the Professional's receipt of the shop drawings is late by the approved
schedule, the Professional shall endeavor to. meet the schedule for acting upon the
submission, but shall have the submission delivered to the Department no later than
within fourteen (14) days after receipt. The Professional shall act on any resubmissions
within ten days of its receipt, unless a different period is approved by the Department.
The Professional's review and approval is only for conformance with the design concept
of the project and with the information given in the Contractor Documents. The
Professional's approval of a separate item does not indicate approval of an assembly in
which the item functions. A detailed log shall be maintained by the Professional as to
time of receipt of the shop drawings and time of retum with adequate notes as to their
disposition. Upon any failure to abide by the time provision of this section, or such
extension thereof as may be granted in writing, the compensation due the Professional
shall be reduced by the sum .set out in the Professional Agreement, as liquidated
damages for each and every working day including Saturdays, until the proper
disposition of shop drawings is made. The Department, however, may extend the date
for the return of shop drawings for cause over which the Professional has no control and
which, in fact, delays the required action on the shop drawings. The reduction in the
• compensation shall not be the Department's sole remedy for damages caused by the
delay of the shop drawing approval.
24
rJ
ARTICLE 7
PROFESSIONAL'S RESPONSIBILITY FOR CONSULTANTS, OBSERVANCE OF
• LAWS AND COOPERATION WITH LOCAL BODIES. AND
INSTRUCTION REGARDING PROPRIETARY ITEMS
7.1,100 Responsibility. The Professional is responsible for the compliance of the
Drawings and Specifications with all applicable permits, laws, regulations and
ordinances of all commissions, agencies and govemments, federal, state and local,
insofar as they are applicable to, and have jurisdiction over, the Project. The
Professional shall make all required submittals to, and shall obtain all required
approvals from, the applicable agency in a timely manner so as not to cause delays to
the Project.
7.1.101 Cooperation with Local Bodies. During the design of the Project, the
Professional shall keep informed and comply with the requirements of all local zoning,
planning and supervisory bodies. Should these requirements substantially increase the
cost of the Project, or should any required approvals be withheld-by the local bodies, the
Professional shall immediately notify the Department.
7.1.102 Proprietary Items, Copyrights, Patents. The Professional shall not
include in the design of the Project any equipment, material or mode of construction
which is proprietary or which contains a copyright or patent right relating to designs,
plans, drawings or specifications, unless the equipment, material or mode of
construction is different and fairly considered superior in quality and performance. If the
IS Professional includes in the design of the Project any equipment, material or mode of
construction which is proprietary, it shall have prior approval by the Department and it
shall only be because the item is different and fairly considered superior in quality and
performance, and not for the purpose of preventing or restricting competitive bidding.
Professional may not knowingly list as acceptable any item which cannot comply with
the Steel Products Procurement Act.
ARTICLE 8
INSURANCE
8.1.100 Professional Liability Insurance. The Professional shall secure and
maintain, at its sole cost and expense, Professional Liability Insurance to protect against
loss resulting from design errors and omissions, failure to coordinate properly the
Drawings and Specifications of the Project, and failure to properly execute the
construction administration duties for the Project.
a. Unless otherwise specifically provided in the Agreement, the Professional
shall be required to secure and maintain Professional Liability Insurance
with a minimum coverage of $50,000, or the total of the Professional's fee,
based on current allocations, under all the contracts with the Department
• as of the date of this Agreement, whichever is greater.
25
' b. If the Professional is a Joint Venture, one Professional Liability Insurance
policy covering the Joint Venture, or separate policies covering the
individual joint venturers may be furnished. If separate policies covering
• the individual joint venturers are furnished, each policy must provide the
minimum coverage called for by Paragraph 8.1.100 a of the General
Conditions. In addition, the certificates of insurance required under
Paragraph 8.1.102 of the General Conditions, in the case of separate
policies, must include statements that the insurance covers joint venture
projects.
C. The Professional is required to secure and maintain Professional Liability
Insurance, in accordance with this Paragraph 8.1.100 of the General
Conditions, up to and including one year after the date of the last final
inspection of the contracts under the Project.
8.1.101 General Liability Insurance. The Professional shall secure and
maintain, at its sole cost and expense, adequate General Liability Insurance to protect
the Department and its employees against claims arising out of the Professional's
services during the design and construction of the Project for damages in law or equity
for property damage and personal injury, including wrongful death. The Department
shall be named as an additional insured in the policy and the Professional shall submit a
certified copy of the entire policy to the Department, prior to the Department's
submission of the executed Agreement to the Professional The limits of coverage shall
be acceptable to the Department. The Professional is required to secure and maintain
• General Liability Insurance up to and including the submission of Record Drawings and
J a Certificate of Completion.
8.1.102 Certificate of Insurance. The Professional shall furnish to the
Department annually, unless otherwise requested, during the active terms of this
Agreement, a Certificate from an Insurance Carrier authorized to do business in
Pennsylvania indicating: 1) the existence of the insurance required under this Article; 2)
the amount of the deductible; and 3) the amount of coverage of such insurance. The
Professional shall submit a Certificate of Insurance covering the Professional Liability
insurance requirement for one year beyond- the last final inspection referenced in
Paragraph 8.1.100.
8.1.103 Failure to Comply with Insurance Requirements. During any period in
which the Professional is not in compliance with the terms of this Article 8, no
compensation shall. be paid by the Department to the Professional.
ARTICLE 9
TERMINATION OF AGREEMENT AND SUSPENSION OF WORK THEREUNDER
9.1.100 Termination for Convenience. The Department shall have the right at
• any time for any reason, to terminate the Agreement by written notice, which termination
shall be effective as provided in said notice. The Professional shall comply with all
reasonable instructions of the Department then or subsequently given, relating to such
termination, including but not limited to: instructions concerning delivery of drawings,
26
sketches, and other architectural/engineering data to the Department; discontinuance of
the work on outstanding contracts; and furnishing to the Department information
concerning all action to be taken respecting outstanding agreements with consultants,
• contracts, awards, orders or other matters.
9.1.101 Termination upon Disability of Professional. In the event of death or
mental or physical disability of Professional, or the Professional's inability to complete
the contract for any other reason over which Professional has no control including
military mobilization, or dissolution of the Professional firm, the Department may
terminate the Agreement by written notice, which termination shall be effective as
provided in said notice, and select and employ a new professional to complete the work.
9..102 Termination for Default of Professional. The Department may terminate
this Agreement for any material default of the Professional, including default in making
submissions or taking action within the time limits specified in the Agreement, upon
written notice to the Professional and Professional's failure to cure the default within a
period of not less than ten (10) days as specified in such notice.
9..103 Adjustment of Compensation Upon Termination. Upon termination of
the Agreement, as hereinbefore provided, the compensation of the Professional shall be
adjusted in accordance with the following:
a. If the Agreement is terminated as of the end of any of the six phases of
the Professional's work, described in Article 2, for any reason except the
material default by the Professional, all obligations of the Department to
the Professional shall be discharged by the payment to the Professional of
that percentage of the fee due under Article 4 for the completion of the
work through that phase, plus any reimbursable costs properly approved
under the Agreement or otherwise authorized and properly incurred under
any provision of these General Conditions.
b. If the Agreement is terminated at any time during the Construction Phase,
for any reason except the material default by the Professional, the
obligation of the Department to -the Professional shall be discharged by
the payment of the monthly payment due for the month in which such
termination occurs, plus any other unpaid items due and owing for work
performed prior to the termination date.
C. If the Agreement is terminated for any reason except the material default
by the Professional, at any time during the course of any Design Phase,
all obligations of the. Department to the Professional shall be discharged
by the payment to the Professional of all sums due and unpaid in respect
of all completed design phases, plus an appropriate portion of the
payment due for the phase in which the Agreement is terminated.
d. If the Agreement is terminated by reason of death or incapacity of the
professional, all payments due and owing shall be made to the
•
Professional's personal representative. If the Agreement is terminated by
reason of the liquidation of a partnership or the dissolution of a
27
corporation, payment shall be made to the liquidating partners or trustees
as the case may be.
• e. If the Agreement is terminated by reason of a material default of the
Professional, continuing for the period specified in the written notice of
such default and demand for cure, no further payments will be made to the
Professional until the Department has engaged another Professional to
complete the Project. If another Professional is engaged, the cost to the
Department of the compensation and expenses of such other Professional
will be deducted from the remainder of the compensation otherwise
payable to the Professional for completion of the work under the
Agreement. Any shortage is recoverable from the Professional.
9.2 - Suspensions
9.2.100 Suspension of Work. The Department may, at any time, direct the
Professional in writing to suspend all work on the Project, or any part thereof, pending
receipt of further notice from the Department. In ail such cases the Department and the
Professional shall agree upon an appropriate phasing out of the work, or any part
} thereof, in such a manner that the work may be resumed with a minimum of added cost
I to the Department, but in no event shall the work be continued beyond the completion of
the Design Phase in which it then is. The Professional shall be compensated as if the
Agreement had been terminated at the completion of the agreed balance of work. If
work is suspended during the Construction Phase, compensation shall be paid for all
Professional services provided to the date of suspension, but no additional
1 compensation shall be paid during the period of suspension.
9.3 - PROVISION FOR SPECIAL CASES
9.3.100 Adiustment of Professional's Compensation in Special Cases. If the
Agreement, in its Special Conditions, so provides by a reference to this paragraph, then
upon any suspension of work or termination of the Agreement, the Department and the
Professional shall agree upon the amount to be reimbursed to the Professional to cover
the costs, during any period of suspension, or-incurred in effecting a termination, of any
additional space specifically leased for the Project and of holding or terminating the
employment of any group of employees specially hired for the Project. The Professional
shall have given the Department notice prior to leasing space or hiring personnel as a
prerequisite to receiving additional compensation hereunder. The Professional shall
use its best efforts to minimize all claims for additional compensation under this
paragraph.
9.4 - REACTIVATION OF PROJECT
9.4.100 Adjustment of Compensation on Reactivation of Project. Where a '0(1
Project has been suspended, terminated or if the time between Final Design approval ^ I
and the authorization to prepare for bidding is a period longer than six (6) months and is X71
then subsequently reactivated, the Department and the Professional.shall agree, prior to
• the beginning of the reactivation work, upon a lump-sum, or other basis of
reimbursement to the Professional for extra start up costs occasioned as a result of the
work having been suspended or terminated. In the event of a disagreement between the
28
Professional and the Department as to the amount of reimbursement, the Professional
shall proceed with the work when so directed and submit the dispute to a claim as
provided in Paragraph 7 of the Agreement. Failure of the Professional to proceed when
• directed by the Department will be cause for termination of the Agreement as a material
default.
ARTICLE 10
OWNERSHIP OF DOCUMENTS
10.1.100 Department Owns Documents. All preliminary studies, contract
drawings and specifications, special requirements and cost estimates and all other data
compiled by the Professional under this Agreement, become the sole property of the
Department, and may be used by it for any purpose desired by the Department without
any compensation to the Professional. By execution of this contract, the Professional
conveys to the Department the copyright of the design and all documents produced
under this contract. The Professional is not liable for any reuse of these documents by
the Department.
ARTICLE 11
PROVISIONS REQUIRED BY PENNSYLVANIA LAW
• OR FEDERAL LAW TO BE INSERTED
11.1.100 Provisions Deemed Inserted. Each and every provision required to be
inserted in Professional Agreements by the law of Pennsylvania, or the lawful
regulations of any agency of the Commonwealth, and, if the Project involves the use of
federal funds, by any law of the United States of America or the lawful regulations.of
any agency thereof applicable to the Agreement, are included in the Agreement by
reference, and the Agreement shall be read, interpreted and enforced as if such
provisions were set forth therein in full.
11.1.101 Physical Amendment of Agreement. If desired by the Department or by
any State or Federal Officer having power to require the inclusion of provisions and
terms in Professional Agreements, the Agreement shall be forthwith physically amended
to include such provisions over the signature of the Professional.
11.1.102 Nondiscrimination. So long as this Agreement is in effect, the
Professional agrees to the terms of the Nondiscrimination Clause attached hereto as
Exhibit "B". For purposes of this Agreement, the word "Contractor" in these provisions
means "Professional".
11.1.103 Contractor Integrity Provisions and Disclosure of Financial Interest.
So long as this -Agreement is in effect, the Professional agrees to the Contractor
• Integrity Provisions attached hereto as Exhibit "C". For purposes of this Agreement, the
word "Contractor" in these provisions means "Professional%
29
11.1.104 Contractor Debarment Provisions. Included in and made a part of this
Agreement is Exhibit "D", Certification and Stipulations Related to Debarment. For
purposes of this Agreement, the word "Contractor" in these provisions means
"Professional".
11.1:1D5 Tax Liability Provisions. Included in and made part of this Agreement is
Exhibit "E", Tax Liability Provisions. For purposes of this Agreement, the word
"Contractor" in these provisions means "Professional".
ARTICLE 12
PROFESSIONAL AND CONSULTANT RELATIONSHIP
12.1.100 Professional and Consultant Relationship. The Professional, in
accordance with Paragraph 2.1.103, must enter into an Agreement with each
Consultant deemed necessary for the proper design and construction of the project. The
relationship between the Professional and the Consultant limits the participation of the
Consultant as follows:
1 a. Consultant may not individually or as a firm submit a bid directly or
indirectly to the Commonwealth, to any prime contractor, sub-contractor or
any contractor or firm submitting a bid on a project on which the
Consultant has provided design or technical services.
1 • b. Consultant may not individually or as a firm have any personal interest or
holding in any firm or company that bids as a prime contractor,
sub-contractor or sub-sub-contractor, submitting a bid on a project on
I which the Consultant has provided design or technical services.
C. Consultant may not individually or as a firm have any personal interest or
holding, in any firm that bids as a manufacturer, distributor or supplier on
any project on which the Consultant has provided design or technical
services.
Consultant must immediately inform the. Department of any current or former
Commonwealth employees on its payroll. The names of former employees who have
not been employed by the Commonwealth within the last twelve (12) months need not
be disclosed.
ARTICLE 13
DEFINITIONS
13.1.100 Definitions. As used in these General Conditions and in the Agreement
. and any Special Conditions, unless the context clearly otherwise requires:
a. Agreed Estimated Construction Cost means the most recent estimate
approved as such, or, in the absence of any other approved Agreed
30
Estimated Construction Cost, the amount approved by the Department as
the Allocation.
•
b. Agreement for Professional Services means the Agreement for
Professional services of which these General Conditions are made a part.
c. Allocation means the base construction amount set forth in the Agreement
paragraph 4a. the Allocation may be amended by procedures established
by the Department.
Base id means all the work encompassed in the proposed construction
contract. It is the proposed construction contract with the highest cost
estimate when there is more than one proposed contract of the same
prime contract.
•
e. Bid Date means the date upon which bids are received for construction
contracts for the Project.
Construction Contract Documents mean the Construction Contract, Notice
to Bidders, the Instructions to Bidders, the Bid Form, the Contract Bonds,
the Conditions of the Contract (General, Special, Supplementary, and
other Conditions), the drawings of all Contracts, the specifications of all
Contracts, all bulletins and :addenda issued prior to execution of the
Agreement, all change orders, and the Administrative Procedures of the
Bureau of Construction.
g. Department means the Department of General Services or any authorized
representative thereof.
h. Construction Regional Director is the chief administrator of the
Department's Bureau of Construction regional office administering the
construction phase of the Project.
Error or Omission Change Order, means a change order to a construction
contract required to correct a Professional's error or omission in the
contract documents or an omission in the construction contract documents
of information, material and construction necessary to complete the
project.
Institution means the particular facility of the Using Agency where the
Project will occur.
k. Mechanical as used with respect to contract and design means both the
Air Conditioning, Heating and Ventilating Work or Contract and the
Plumbing Work or Contract.
• 1. Professional's Compensation means the amount payable to the
Professional for services rendered hereunder as determined from the
Department's Standard Schedule of Professional Compensation attached
31
as Exhibit A to these General Conditions on the basis described in Article
4.
• M. Project means the undertaking proposed by the Using Agency and agreed
upon by the Department, for which an allocation of funds has been made.
n. Project Scope means the authorization and approval by the Department
and the Office of the Budget of a capital improvement project that defines
I the Allocation, the property site and a description of the construction
required in a document titled "Request for Project Action or a Work
I Request Submitted by an Agency."
o. Program Development means the compilation of raw statistical space
data, including basic functional units, approximate number of persons and
special equipment for each function will be provided to the Department by
the Agency. The Professional shall be responsible for translating the raw
statistical data into organizational relationships, activities and functions to
be housed within the building or buildings of this project and shall develop
layouts and building plans which establishes net and gross space and
a
1 volume requirements for the project within the established allocation.
p. Substantial Completion of the Work means the date on which the
Professional certifies and the Department approves that the Work is 90%
complete.
• q. Usino Agency means the, Department, Board, Commission, State Agency,
State aided College or University, or Land Grant University which' has
proposed and which will use the project.
r. Value Engineering is the application by a recognized/certified firm and
individuals of accepted techniques which identify the function of a
component, system or service in order to establish their lowest overall
cost, while meeting project objectives and specifications.
1 32
THE DEPARTMENT OF GENERAL SERVICES
LIMIT OF FEE
• COMPENSATION SCHEDULE FOR BASIC DESIGN SERVICES
EXHIBIT A
I - COMPENSATION PERCENTAGES
(1) (2) (3) (4) (5)
Simple or Rule 2
Construction Repetitive Regular Complex Fees
Costs Projects Projects Projects 1/2%-
20,000 - 39,999 10.900 11.500 12.000 4.000
40,000 - 59,999 10.400 11.000 11.500 4.000
60,000 - 79,999 9.900 10.500 11.000 4.000
80,000 - 99,999 9.400 10.000 10.500 4.000
100,000 -'119,999 8.900 9.500 10.000 3.900
120,000 -139,999 8.800 9.400 9.890 3:850
140,000 - 159,999 8.700 9.300 9.780 3.800
160,000 - 179,999 8.600 9.200 9.670 3.750
180,000 - 199,999 8.500 9.100 9.560 3.700
200,000 - 219,999 8.400 9.000 9.450 3.650
220,000 - 239,999 8.310 8.900 9.340 3.600
•
240,000 - 259,999 8.220 8.800 9.230 3.550
260,000 - 279,999 8.130 8.700 9.120 3.500
280,000 - 299,999 8.040 8.600 9.010 3.450
300,000 - 324,999 7.950 8.500 8.900 3.400
325,000 - 349,999 7.860 8.400 8.790 3.350
350,000 - 374,999 7.770 8.300 8.680. 3.300
375,000 - 399,999 7.680 8.200 8.570 3.250
400,000 - 424,999 7,590 8.100 8.460 3.200
425,000 - 449,999 7.500 -8.000 8.350 3.150
450,000 - 474,999 7.410 7.900 8.240 3.100
475,000 - 499,999 7.320 7.800 8.130 3.050
500,000 - 549,999 7.310 7.780 8.100 3.000
550,000 - 599,999 7.270 7.730 8.040 2.950
600,000 - 649,999 7.230 7.680 7.980 2.900
650,000 - 699,999 7.190 7.630 7.920 2.850
700,000 - 749,999 7.150 7.580 7.860 2.800
750,000 - 799,999 7.110 7.530 7.800 2.750
800,000 - 849,999 7.070 7.480 7.740 2.700
850,000 - 899,999 7.030 7.430 7.680 2.650
900,000 -..9.49,999 6.990 7.380 7.620 2.600
950,000 = 999,999 6.950 7.330 7.560 2.550
•
1,000,000 - 1,099,999 6.940 7.310 7.530 2.500
A-1
,
•
•
J
J
(1) (2) (3) (4) (5)
Simple or Rule 2
Construction Repetitive Regular Complex Fees
Costs Projects Projects Projects 1/2%-
11100,000 - 1,199,999 6.900 7.260 7.470 2.450
1,200,000 - 1,299,999 6.860 7.210 7.410 2.400
1,300,000 - 1,399,999 6.820 7.160 7.350 2.350
1,400,000 - 1,499,999 6.780 7.110 7.290 2.300
1,500,000 - 1,599,999 6.740 7.060 7.230 2.250
1,600,000 - 1,699,999 6.700 7.010 7.170 2.200
1,700,000 - 1,799,9,99 6.660 6.960 7.120 2.150
1,800,000 - 1,899,999 6.650 6.930 7.080 2.100
1,900,000 - 1,999,999 6.620 6.900 7.050 2.050
2,000,000 - 2,099,999 6.590 6.870 7.020 2.000.
2,100,000 - 2;199,999 6.560 6.840 6.990 2.000
2,200,000 - 2,299,999 6.530 6.810 6.960 2.000
2,300,000 - 2,399,999 6.500 6.780 6.930 2.000
2,400,000 - 2,499,999 6.470 6.750 6.900 2.000
2,500,000 - 2,599,999 6.4.40 6.720 6.870 2.000
2,600,000 - 2,699,999 6.410 6.690 6.840 2.000
2,700,000 - 2,799,999 6.380 6.660 6.810 2.000
2,800,000 - 2,899,999 6.350 6.630 6.780 2.000
2,900,000 - 2,999,999 6.320 6.600 6.750 2.000
3,000,000 - 3,099,999 6.290 6.570 6.720 2.000
3,100,000 - 3,199,999 6.260 6.540 6.690 2.000
3,200,000 - 3,299,999 6.230 6.510 6.660 2.000
3,300,000 - 3,399,999 6.200 6.480 6.630 2.000
3,400,000 - 3,499,999 6.170 6.450 6.600 2.000
3,500,000 - 3,599,999 6.140 6.420 6.570 2.000
3,600,000- 3,699,999 6.110 6390 6.540 2.000
3,700,000 - 3,799,999 6.080 6.360 6.510 2.000
3,800,000 - 3,899,999 6.050 6.330 6.480 2.000
3,900,000 - 3,999,999 6.020 6.300 6.450 2.000
4,000,000 - 4,099,999 5.990 ..6.270 6.420 2.000
4,100,000 - 4,199,999 5.960 6.250 6.390 2.000
4,200,000 - 4,299,999 5.930 6.210 6.360 2.000
4,300,000 - 4,399,999 5.910 6.190 6.340 2.000
4,400,000 - 4,499,999 5.890 6.170 6.320 2.000
4,500,000 - 4,599,999 5.870 6.150 6.300 2.000
4,600,000 - 4,699,999 5.850 6.130 6.280 2.000
4,700,000 - 4,799,999 5.830 6.110 6.260 2.000
4,800,000 - 4,899,999 5.810 6.090 6.240 2.000
4,900,000 - 4,999,999 5.790 6.070 6.220 2.000
5,000,000 - 5,249,999 5.760 6.040 6.190 2.000
5,250,000 - 5,499,999 5.690 5.970 6.120 2.000
A-2
(1) (2) (3) (4) (5)
Simple or Rule 2
•
Construction Repetitive Regular Complex Fees
Costs Projects Projects Projects 1/2%-
5,500,000 - 5,749,999 5.620 5.900 6.050 2.000
5,750,000 - 5,999,999 5.550 5.830 5.980 2.000
6,000,000 - 6,249,999 5.480 5.760 5.910 2.000
6,250,000 - 6,499,999 5.410 5.690. 5.840 2.000
6,500,000 - 6,749,999 5.340 5.620 5.770 2.000
6,750,000 - 6,999,999 5.280 5.560 5.710. 2.000
7,000,000 - 7,249,999 5.220 5.500 5.650 2.000
7,250,000 - 7,499,999 5.160 5.440 5.590 2.000
7,500,000 - 7,749,999 5.100 5.380 5.530 2.000
7,750,000 - 7,999,999 5.040 5.320 5.470 2.000
8,000,000 - 8,249,999 4.980 5.260 5.410 2.000
8,250,000 -8,499,999 4.920 5.200 5.350 2.000
8,500,000 - 8,479,999 4.860 5.140 5.290 2.000
8,750,000 - 8,999,999 4.800 5.080 5.240 2.000
9,000,000 - 9,249,999 4.750 5.030 5.190 2.000
9,250,000 - 9,499,999 4.700 4.980 5.140 2.000
9,500,000 - 9,749,999 4.650 4.930 5.090 2.000
9,750,000 - 9,999,999 4.600 4.880 5.040 2.000
• 10,000,000 - 10,249,999 4.550 4.830 4.980 2.000
10,250,000 - 10,499,999 4.540 4.820 4.970 2.000
10,500,000 - 10,749,999 4.530 4.810 4.960 2.000
10,750,000 - 10,999,999 4.520 4.800 4.950 2.000
11,000,000 - 11,249,999 4.510 4.790 4.940 2.000
11,250,000 - 11,499,999 4.500 4.780 4.930 2.000
11,500,000 - 11,749,999 4.490 4.770 4.920 2.000
11,750,000 - 11,999,999 4.480 4.760 4.910 2.000
12,000,000 - 12,249,999 4.470 4.750 4.900 2.000
12,250,000 -12,499,999 4.460 4.740 4.890 2.000
12,500,000 - 12,749,999 4.450 4.730 4.880 2.000
12,750,000 - 12,999,999 .4.440 4.720 4.870 2.000
13,000,000 - 13,249,999 4.430 --4.710 4.860 2.000
13,250,000 - 13,499,999 4.420 4.700 4.850 2.000
13,500,000 - 13,749,999 4.410 4.690 4.840 2.000
13,750,000 - 13,999,999 4:400 4.680 4.830 2.000
14,000,000 - 14,249,999 4.390 4.670 4.820 2.000
14,250,000 - 14,499,999 4.380 4.660 4.810 2.000
14,500,000 - 14,749,999 4.370 4.650 4.800 2.000
14,750,000 - 14,999,999 4.360 4.640 4.790 2.000
15,000,000 - 15,249,999 4.350 4.630 4.780 2.000
• 15,250,000 - 14,499,999 4.340 4.620 4.770 2.000
15,500,000 - 15,749,999 4.330 4.610 4.760 2.000
A-3
l (1) (2) (3) (4) (5)
•
Construction Simple or
Repetitive
Regular
Complex Rule 2
Fees
Costs Projects Projects Projects 1/2%-
15,750,000 - 15,999,999 4.320 4.600 4.750 2.000
16,000,000 - 16,249,999 4.310 4.590 4.740 2.000
16,250,000 - 16.499,999 4.300 4.580 4.730 2.000
16,500,000 - 16,749,999 4.290 4.570 4.720 2.000
16,750,000 - 16,999,999 4.280 4.560 4.710 2.000
17,000,000 - 17,249,999 4.270 4.550 4.700 2.000
17,250,000 - 17,499,999 4.260 4.540 4.690 2.000
17,500,000 - 17,749,999 4.250 4.530 4.680 2.000
17,750,000 - 17,999,999 4.240 4.520 4.670 2.000
18,000,000 - 18,249,999 4.230 4.510 4.660 2.000
18,250,000 - 18,499,999 4.220 4.500 4.650 2.000
18,500,000 - 18,749,999 4.210 4.490 4.640 2.000
18,750,000 - 18,999,999 4.200 4.480 4.630 2.000
19,000,000 - 19,249,999 4.190 4.470 4.620 2.000
19,250,000 - 19,499,999 4.180 4.460 4.610 2.000
I 19,500,000 - 19,749,999 4.170 4.450 4.600 2.000
1 19,750,000 - 19,999,999 4.160 4.440 4.590 2.000
• 20,000,000 and over
*Th
f
i
t
d b
th
ti
t
D
a
t
e
ee
s ne go
a
e
y
e men
ep
r
J?
J
!9¢99 x
T714174
A-4
II. RULES APPLIED TO COMPENSATION PERCENTAGES
• Rule 1: The appropriate column to be applied is determined by the Selections
Committee as follows:
a. Simple or Repetitive Proiects consist of projects such as dormitories,
warehouses, garages and projects determined to be similar thereto.
b. Reqular Projects consist of projects such as administration buildings,
libraries, and projects determined to be similar thereto.
C. Complex Proiects consist of projects such as power plants, hospitals,
and projects determined to be similar thereto.
Rule 2: For alteration and renovation projects the basic design compensation
applicable to the type of buildings involved will be increased by adding thereto an
additional compensation ranging from 0.50% to 4.000% depending on the complexity
of the renovation. The maximum limits of the additional compensation for alteration
and renovation projects will be determined by the Selections Committee. The limits of
compensation are found on the Exhibit A, I, Compensation Percentages List of Fees.
Rule 2 fee percentages are based on the initial project allocation/construction cost
and will not be adjusted upon the award of construction contracts.
Rule 3: In the case of multiple structures constituting one project, the
• compensation in the case of similar structures will be computed on the aggregate
construction cost for the several structures, but in the case of structures not of a
similar nature, the compensation will be computed upon the aggregate construction
cost at such rate between that applicable to the costliest structure taken alone, and
that applicable to the aggregate, as may be determined by the Selections Committee
to be appropriate.
Rule 4: All determinations made by the Selections Committee, if approved by the
Secretary, shall be final. Further listing of the determinations shall be published from
time to time as addenda to this exhibit.
•
A-5
I -1 1, , 14
l*
I*
I
J
J
EXHIBIT B
.NONDISCRIMINATION CLAUSE
During the term of this contract, the Professional agrees as follows:
1. Professional shall not discriminate against any employee, applicant for
employment, independent consultant or any other person because of race, color,
religious creed, ancestry, national origin, age, sex or handicap. Professional shall take
affirmative action to insure that applicants are employed, and that employee or agents
are treated during employment, without regard to their race, color, religious creed,
ancestry, national origin, age sex or handicap. Such affirmative action shall include,
but is not limited to the following: employment, upgrading, demotion, or transfer;
recruitment or recruitment advertising; layoff or termination; rates of pay or other forms
of compensation; and selection for training. Professional shall.post in conspicuous
places, available to employees, agents, applicants for employment, and other
persons, a notice to be provided by the contracting agency setting forth the provision
of this nondiscrimination clause.
2. Professional shall, in advertisements or requests for employment placed
by it or on its behalf, state all qualified applicants will receive consideration for
employment without regard to race, color, religious creed, ancestry, national origin,
age, sex or handicap.
3. Professional shall send each labor union or workers' representative with
which it has a collective bargaining agreement or other contract or understanding, a
notice advising said labor union or workers' representative of its commitment to this
nondiscrimination clause. Similar notice shall be sent to every other source of
recruitment regularly utilized by Professional.
4. It shall be no defense to a finding of noncompliance with this
nondiscrimination clause that Professional had delegated some of its employment
practices to any union, training program, or other source of recruitment which
prevents it from meeting its obligations. However,. if the evidence indicates that the
Professional was not on notice of the third-party discrimination or made a good faith
effort to correct it, such factor shall be considered 'in mitigation in determining
appropriate sanctions:
5. Where the practices of a union or of any training program or other
source of recruitment will result in the exclusion of minority group persons, so that
Professional will be unable to meet its obligations under this nondiscrimination clause,
Professional shall then employ and fill vacancies through other nondiscriminatory
employment procedures.
6. Professional shall comply with all state and federal laws prohibiting
discrimination in hiring or employment opportunities. In the event of Professional's
noncompliance with the nondiscrimination clause of this contract or with any such
laws, this contract may be terminated or suspended,. in whole or in part, and
Professional may- be declared temporarily ineligible for further Commonwealth
contracts, and other sanctions may be imposed and remedies invoked.
• 7. Professional shall furnish all necessary employment documents and
records to, and permit access to its books, records and accounts, by the contracting
agency and the Office of Administration, Bureau of Affirmative Action, for purposes of
B-1
I
r? 'r 4
investigation to ascertain compliance with the provisions of this clause. If Professional
does not possess documents or records reflecting the necessary information
• requested, it shall furnish such information on reporting forms supplied by the
contracting agency or the Bureau of Affirmative Action.
8. Professional shall actively recruit minority consultants or consultants
with substantial minority representation among their employees.
9. Professional shall include the provisions of this nondiscrimination clause
in every agreement so that such provisions will be binding upon each Consultant.
10. Professional's obligations under this clause are limited to the
Professional's facilities within Pennsylvania.
0
•
B-2
r 1
EXHIBIT C
• CONTRACTOR INTEGRITY PROVISIONS
1 1. Definitions,
a. Confidential Information means information that is not public knowledge,
or available to the public on request, disclosure of which would give an
unfair, unethical, or illegal advantage to another desiring a contract with
the Commonwealth.
b. Consent means written permission signed by a duly authorized officer or
employee of the Commonwealth, provided that where the material facts
have been disclosed, in writing, by prequalification, bid, proposal, or
contractual terms, the Commonwealth shall be deemed to have
consented by virtue of execution of this agreement.
C. Contractor means the individual or entity that has entered into this
agreement with the Commonwealth, including directors, officers,
partners, managers, key employee, and owners of more than a five
percent (5%) interest.
d. Financial Interest means:
• (1) Ownership of more than a five percent (5%) interest in any
business; or
(2) holding a position as an officer, director, trustee, partner,
employee, or the like, or holding any position of management.
e. Gratuity means any payment of more than nominal monetary value in the
form of cash, travel, entertainment, gifts, meals, lodging, loans,
subscriptions, advances, deposits of money, services, employment' or
contracts of any kind.
2. The contractor shall maintain the :highest standards of integrity in the
performance of this agreement and shall take no action in violation of state or federal
laws, regulations, or other requirements' that govern contracting with the
Commonwealth.
3. The contractor shall not disclose to others any confidential information gained
by virtue of this agreement.
4. The contractor shall not, in connection with this or any other agreement with
the Commonwealth, directly or indirectly, offer, confer, or agree to confer any
pecuniary benefit: on anyone as consideration for the decision, opinion,
• recommendation, vote, other exercise of discretion, or violation of a known legal duty
l by any officer or employee of the Commonwealth.
J
ci
5. The contractor shall not, in connection with this or any other agreement with
the Commonwealth, directly or indirectly, offer, give, or agree or promise to give to
anyone any gratuity for the benefit of or at the direction or request of any officer or
employee of the Commonwealth.
6. Except with the consent of the Commonwealth, neither the contractor nor
anyone in privity with him or her shall accept or agree to accept from, or give or agree
to give to, any person, any gratuity from any person in connection with the
performance of work under this agreement except as provided therein.
7, Except with the consent of the Commonwealth, the contractor shall not have a
financial interest in any other contractor, subcontractor, or supplier providing services,
labor, or material on this project.
8. The contractor, upon being informed that any violation of these provisions has
occurred or may occur, shall immediately notify the Commonwealth in writing.
9. The contractor, by execution of this agreement and by the submission of any
bills or invoices for payment pursuant thereto, certifies and represents that he or she
has not violated any of these provisions.
10. The contractor, upon the inquiry or request of the Inspector General of the
Commonwealth or any of that,official's agents or representatives, shall provide, or if
appropriate, make promptly available for inspection or copying, any information of any
type or form deemed relevant by the Inspector General to the contractor's integrity or
• responsibility, as those terms are defined by the Commonwealth's earth's statutes,
regulations, or management directives. Such information may include, but shall not be
limited to, the contractor's business or financial records, documents or files of any type
or form which refer to or concern this agreement. Such information shall be retained
by the contractor for a period of three (3) years beyond the termination of the contract
unless otherwise provided by law.
11. For violation of any of the above provisions, the Commonwealth may terminate
this and any other agreement with the contractor, claim liquidated damages in an
amount equal to the value of anything received in breach of`these -provisions claim
damages for all expenses incurred in obtaining another contractor to complete
performance hereunder, and debar and suspend the contractor from doing business
with the Commonwealth. These rights and remedies. are cumulative, and the use or
nonuse of any one. shall not preclude the use of all or any other. These rights and
remedies are in addition to those the Commonwealth may have under law, statute,
regulation, or otherwise.
•
C-2
r ' EXHIBIT D
l CERTIFICATION AND STIPULATIONS RELATED TO DEBARMENT
1. By execution of this contract, the contractor-certifies that neitherit nor its
principal' are presently debarred, suspended, or voluntarily excluded from
participation in this transaction by any other state government or by any Federal
department or agency.
2. In addition, the contractor may not enter into any subcontract with any person
or firm which has been debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from participation in this transaction by any other
state government or any Federal department or agency. By execution of this. contract,
the contractor agrees that it will terminate any subcontract with any person or firm
which has been debarred or suspended immediately upon finding out of the
debarment or suspension.
3. Further, the contractor agrees that it will, incorporate this provision for
certification without modification in each subcontract and in all lower tier subcontracts.
The contractor may rely upon the certification of a prospective subcontractor unless it
has knowledge that the certification is erroneous.
4. The contractor shall provide immediate written notice to the Department If the
contractor learns that its certification or that of a subcontractor was erroneous when
• submitted or has become erroneous by reason of changed circumstances.
5. This certification is a material representation of fact upon which reliance is
placed in entering into this contract. If it is later determined that the contractor
knowingly rendered an erroneous certification, or did not provide the Department with
notice of an erroneous certification as provided by this provision, the Department may
find the contractor in default and terminate the contract. Erroneous certification may
also be grounds for the initiation of civil or criminal proceedings.
6. Nothing contained in the foregoing shall be construed to require establishment
of a system of records in order to rend in good faith, the certification required by this
provision. The knowledge and information of a contractor is not required to exceed
that which is normally possessed by a prudent person in the ordinary course of
business dealings.
l 7. The contractor agrees that it will be responsible for reimbursing the
l Commonwealth for all necessary and reasonable costs and expenses incurred by the
Office of Inspector General relating to an investigation of the Contractor's compliance
with the terms of this or any other agreement between the contractor and the
J Commonwealth which results in the suspension or debarment of the contractor.
J •
J
D-1
EXHIBIT E
TAX LIABILITY PROVISIONS
The contractor, by execution of the contract:
a. Certifies that the contractor has no outstanding tax liability to the
Commonwealth of Pennsylvania;
b. Authorizes the Department of Revenue to release information related to
its tax liability to the Department of General Services; and
C. Authorizes the Commonwealth to offset any state and local tax liabilities
of the contractor or any of its subsidiaries, as well as any other amount due to
the Commonwealth from the contractor, against any payment due to the
contractor under a contract with the Commonwealth.
2. The certification of no outstanding tax liability is a material representation of
fact upon which reliance is placed by the Department in entering into the contract. If it
is later determined that the contractor knowingly rendered an erroneous certification,
the Department may find the contractor in default and terminate the contract.
Erroneous certification may also be grounds for the initiation of civil or criminal
proceedings.
E-1
O
Ell
Ul
O d
l? F--
SHERIFF'S RETURN - REGULAR
CASE NO: 2004-05035 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
ERDMAN ANTHONY & ASSOCIATES IN
VS
BINK ARCHITECTURAL PARTNERSHIP
RONALD HOOVER
Sheriff or Deputy Sheriff of
Cumberland County,Pennsylvania, who being duly sworn according to law,
says, the within COMPLAINT & NOTICE was served upon
BINK ARCHITECTURAL PARTNERSHIP INC
the
DEFENDANT , at 1317:00 HOURS, on the 7th day of October , 2004
at C/O HARRISON F BINK AIA
CAMP HILL, PA 17011
DEBORAH YEAKLE, ADMIN ASST
135 SOUTH 32ND STREET
by handing to
ADULT IN CHARGE
a true and attested copy of COMPLAINT & NOTICE together with
and at the same time directing Her attention to the contents thereof.
Sheriff's Costs:
Docketing 18.00
Service 11.10
Affidavit .00
Surcharge 10.00
.00
39.10
Sworn and Subscribed to before
me this /3 v day of
-20e y A.D.
?Prbthonctary
So Answers:
R. Thomas Kline
10/08/2004
MARSHALL DENNEHEY WARNER COLEM
By:?
Deputy Sheriff
\05_A\LIAB\DNC\LLPG\166875VMF\20614\00156
NOTICE OF PRAECIPE TO ENTER JUDGMENT BY DEFAULT
ERDMAN ANTHONY & IN THE COURT OF COMMON PLEAS
ASSOCIATES, INC., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
V. NO. 04-5035 CIVIL TERM
BINK ARCHITECTURAL
PARTNERSHIP, INC., JURY TRIAL DEMANDED
Defendant
To: BINK ARCHITECTURAL PARTNERSHIP, INC.
(Defendant)
Date of Notice: November 2, 2004
IMPORTANT NOTICE;
YOU ARE IN DEFAULT BECAUSE YOU HAVE FAILED TO ENTER A
WRITTEN APPEARANCE PERSONALLY OR BY ATTORNEY AND FILE IN
WRITING WITH THE COURT YOUR DEFENSES OR OBJECTIONS TO THE
CLAIMS SET FORTH AGAINST YOU. UNLESS YOU ACT WITHIN TEN DAYS
FROM THE DATE OF THIS NOTICE, A JUDGMENT MAY BE ENTERED AGAINST
YOU WITHOUT A HEARING AND YOU MAY LOSE YOUR PROPERTY OR OTHER
IMPORTANT RIGHTS.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU
DO NOT HAVE A LAWYER, GO TO OR TELEPHONE THE OFFICE SET FORTH
BELOW. THIS OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT
HIRING A LAWYER.
IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE
ABLE TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY
OFFER LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO
FEE.
Cumberland Country Bar Association
2 Liberty Avenue
Carlisle, PA 17013
(717) 249-3166
(800) 990-9108
DATE:
Respectfully submitted,
MARSHALL, DENNEHEY, WARNER,
COLEMAN GOGGIN
1/'46q BY:
DbNA-Iftil. CARMELITE, ESQ IRE
I.D. No. 84730
4200 Crums Mill Road, Suite B
Harrisburg, PA 17112
(717) 651-3504
Attorney fbr Plaintiff
ERDMAN ANTHONY & IN THE COURT OF COMMON PLEAS
ASSOCIATES, INC., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
V. NO.
BINK ARCHITECTURAL
PARTNERSHIP, INC., CIVIL ACTION - LAW
Defendant
CERTIFICATE OF SERVICE
I, Joanne M. Parr, an employee of Marshall, Dennehey, Warner, Coleman & Goggin, do
hereby certify that on this day of November 2004, served a copy of the foregoing Notice
of Praecipe to Enter Judgment by Default via Certified Mail/Return Receipt Requested as
follows:
Bink Architectural Partnership, Inc.
C/O Harrison F. Bink, AIA
133 South 32nd Street
Camp Hill, PA 17011
. Parr
Foan*nje-M-1
4? N
?'? c:? ?
??
,_,
,?n ? --{
.? f'--
r-A ' ?"? ?-?
C7
??
J
McNEES WALLACE & NURICK LLC
Diane M. Tokarsky, Esquire
I.D. No. 44369
Susan V. Metcalfe, Esquire
I.D. No. 85703
100 Pine Street, P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant Bink Architectural Partnership, Inc.
ERDMAN ANTHONY & ASSOCIATES, IN THE COURT OF COMMON PLEAS
INC., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
: NO. 04-5035 CIVIL TERM
V.
BINK ARCHITECTURAL CIVIL ACTION - LAW
PARTNERSHIP, INC.,
Defendant JURY TRIAL DEMANDED
PRAECIPE FOR ENTRY OF APPEARANCE
TO THE PROTHONOTARY:
Please enter the appearance of Diane M. Tokarsky and Susan V. Metcalfe of
McNees Wallace & Nurick LLC as counsel on behalf of Defendant Bink Architectural
Partnership, Inc. in the above-referenced matter.
McNEES WALLACE & NURICK LLC
By
Diane M. Tokars , Esquire
I.D. No. 44369
Susan V. Metcalfe, Esquire
I.D. No. 85703
100 Pine Street
P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant Bink Architectural
Partnership, Inc.
Dated: November _L_, 2004
CERTIFICATE OF SERVICE
I hereby certify that on this date a true and correct copy of the foregoing
document was served by first-class mail upon the following:
Donald L. Carmelite, Esquire
Marshall, Dennehey, Warner, Coleman & Goggin
4200 Crums Mill Road, Suite B
Harrisburg, PA 17112
McNEES WALLACE & NURICK LLC
BY ttV0,W
U/
Plane M. Tokarsky, E quire
Attorney I.D. No. 44369
Susan V. Metcalfe, Esquire
Attorney I.D. No. 85703
100 Pine Street
P. O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant Bink Architectural
Partnership, Inc.
Dated: November J/ , 2004
7-
1
-;'; r
ry -={
-? n
McNEES WALLACE & NURICK LLC
Diane M. Tokarsky, Esquire
I.D. No. 44369
Susan V. Metcalfe, Esquire
I.D. No. 85703
100 Pine Street, P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant Bink Architectural Partnership, Inc.
ERDMAN ANTHONY & ASSOCIATES, IN THE COURT OF COMMON PLEAS
INC., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
NO. 04-5035 CIVIL TERM
V.
BINK ARCHITECTURAL
PARTNERSHIP, INC.,
Defendant
CIVIL ACTION -LAW
JURY TRIAL DEMANDED
NOTICE TO PLEAD
TO: ERDMAN ANTHONY & ASSOCIATES, INC., Plaintiff, and
DONALD L. CARMELITE, Esquire, their attorney:
YOU ARE HEREBY NOTIFIED TO FILE A WRITTEN RESPONSE TO THE
ENCLOSED NEW MATTER WITHIN TWENTY (20) DAYS FROM SERVICE HEREOF OR
A JUDGMENT MAY BE ENTERED AGAINST YOU.
McNEES WALLACE & NURICK LLC
By QU44., /' &?-m 9_? -
lane M. Tokarsky
Attorney I.D. No. 44369
Susan V. Metcalfe
Attorney I.D. No. 85703
100 Pine Street
P. O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant
Dated: November ,?, 2004
McNEES WALLACE & NURICK LLC
Diane M. Tokarsky, Esquire
I.D. No. 44369
Susan V. Metcalfe, Esquire
I.D. No. 85703
100 Pine Street, P.O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant Bink Architectural Partnership, Inc.
ERDMAN ANTHONY & ASSOCIATES, IN THE COURT OF COMMON PLEAS
INC., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
V.
BINK ARCHITECTURAL
PARTNERSHIP, INC.,
Defendant
NO. 04-5035 CIVIL TERM
CIVIL ACTION -LAW
JURY TRIAL DEMANDED
ANSWER WITH NEW MATTER
Defendant, Bink Architectural Partnership, Inc., by and through its counsel, McNees
Wallace & Nurick LLC, for its Answer with New Matter to Plaintiffs Complaint, states as
follows:
Parties
1. Admitted upon information and belief.
2. Denied as stated. Bink Architectural Partnership, ('Kink") is a fictitious name
owned by Bink Partnership, Inc., a Pennsylvania corporation having its principal place of
business at 133 South 32°d Street, Camp Hill, Pennsylvania.
Facts
3. Admitted in part and denied in part. It is admitted that on or about June 10, 2002,
Bink and Erdman Anthony & Associates, Inc. ("Erdman Anthony") entered into the agreement
attached to the Complaint as Exhibit A ("Agreement"). The Agreement is a document that
speaks for itself, and Plaintiffs characterization thereof is denied.
4. Admitted.
5. Denied as stated. The Agreement is a document that speaks for itself, and
Plaintiffs characterization thereof is denied. By way of further answer, under the Agreement,
Bink was obligated to pay Erdman Anthony only a percentage of the fees Bink actually received
from the Department of General Services ("DGS") for work on the construction of a new
Department of Corrections office building ("Project").
6. Denied. Bink is without knowledge or information sufficient to form a belief as
to the truth of the averments of Paragraph 3, and they are therefore denied. By way of further
answer, pursuant to the Agreement, Bink was not obligated to make monthly payments to
Erdman Anthony for specific tasks as set forth in invoices provided by Erdman Anthony.
Rather, the Agreement called for Bink to pay Erdman Anthony for completed services based on a
percentage of construction costs, as estimated by Erdman Anthony and Bink, and corroborated
by a third-party agent of DGS, within ninety (90) days of receiving payment by DGS.
7. Denied. The Agreement is a document that speaks for itself, and Plaintiffs
characterization thereof is denied.
8. Denied. On numerous occasions, Bink promptly notified Erdman Anthony of
errors and discrepancies in its invoices.
9. Denied. The Agreement is a document that speaks for itself, and Plaintiffs
characterization thereof is denied.
10. Admitted in part and denied in part. Bink is without knowledge or information
sufficient to form a belief as to truth of the averments of Paragraph 10, and they are therefore
2
denied. By way of further answer, Bink denies that Erdman Anthony is entitled to payment of
$538,525.89 under the Agreement.
11. Denied. Bink did not forward to DGS Erdman Anthony's invoices for basic
services under the Agreement ("Basic Services"), because the amount of Erdman Anthony's fees
for Basic Services was calculated strictly on a percentage basis of Project costs as determined
and revised by DGS. Bink did forward to DGS Erdman Anthony's invoices for additional
services, or work orders ("Work Orders"); however, DGS denied many of these Work Orders,
and therefore, Bink was not obligated to pay Erdman Anthony for them.
12. Denied. Bink has paid Erdman Anthony a total of $196,123.63 for Basic Services
and Work Orders which were approved by DGS.
Count I - Breach of Contract
13. Paragraphs 1 through 12, above, are incorporated herein by reference.
14. Denied as stated. Bink entered into a contract pursuant to which Erdman Anthony
agreed to provide certain design and engineering services in connection with the construction of
an office facility for the Pennsylvania Department of Corrections, project number D.G.S. 573-24.
15. Denied. The allegations of Paragraph 15 constitute conclusions of law to which
no response is required. To the extent a response is deemed required, the same are denied.
16. Denied. Erdman Anthony failed to perform all of its duties and obligations under
the contract in a reasonable and timely manner. On numerous occasions, Erdman Anthony's
submissions, including but not limited to reports, plans, and estimates, were late and/or
incomplete.
17. Denied. The allegations of Paragraph 17 constitute conclusions of law to which
no response is required. To the extent a response is deemed required, the same are denied.
3
WHEREFORE, Defendant respectfully requests that judgment be entered in its favor and
against Plaintiff, together with costs and expenses and such other relief as this Court deems just
and proper.
Count II - Quantum Merui.t
18. Paragraphs 1 through 17, above, are incorporated herein by reference.
19. Admitted in part and denied in part. It is admitted that Erdman Anthony
performed certain professional design and engineering services on the Project. It is denied that
Erdman Anthony performed these services in a timely, reasonable, and satisfactory manner.
20. Denied. Bink has paid Erdman Anthony a total of $196,123.63. Bink denies that
Erdman Anthony is entitled to be paid a total of $538,525.89 for its services on the Project.
21. Denied. Bink did not forward Erdman Anthony's invoices for Basic Services to
DGS, because the amount of Erdman Anthony's fees for Basic Services was calculated strictly
on a percentage basis of Project costs as estimated by Erdman Anthony and Bink, and
corroborated by a third-party agent of DGS. Bink did forward to DGS Erdman Anthony's
invoices for additional services, or Work Orders; however, DGS denied many of these Work
Orders and Bink received no payment for them from DGS.
22. Denied. The allegations of Paragraph 22 constitute conclusions of law to which
no response is required. To the extent a response is deemed required, the same are denied.
23. Denied. Bink specifically denies that Erdman Anthony is entitled to restitution.
WHEREFORE, Defendant respectfully requests that judgment be entered in its favor and
against Plaintiff, together with costs and expenses and such other relief as this Court deems just
and proper.
4
NEW MATTER
24. Pursuant to the Agreement, Bink was obligated to pay Erdman Anthony only for
Basic Services based on a percentage of construction costs as estimated by Erdman Anthony and
Bink, and corroborated by a third-party agent of DGS, and for any additional services, or Work
Orders, which were approved and paid by DGS.
25. Pursuant to the Agreement, Bink was not obligated to pay Erdman Anthony
unless and until it received payment from DGS.
26. Throughout the Project, payments from DGS to Bink were consistently and
substantially late.
27. In or about April of 2003, DGS decided to put the Project on hold.
28. Because the Project was interrupted at a time when approximately three-quarters
of Bink's work was completed, DGS ultimately paid Bink its percentage of fees based on
seventy-five percent (75%) of DGS' revised Project cost estimate.
29. Bink did not receive its final payment from DGS until May 3, 2004.
30. Throughout the Project, Erdman Anthony invoiced Bink for amounts that were
incorrect according to the formula set forth in the Agreement.
31. When Bink received incorrect invoices from Erdman Anthony, Bink and Erdman
Anthony discussed the invoices, but concluded that the invoices were moot because Erdman
Anthony's fee was to be determined by a percentage of construction costs.
32. Throughout the Project, Erdman Anthony also invoiced Bink for various Work
Orders, which Bink forwarded to DGS for approval.
33. DGS approved and paid for some of Erdman Anthony's Work Orders, and Bink
in turn paid Erdman Anthony for those Work Orders that were approved and paid by DGS.
5
34. DGS denied many of the Work Orders, and did not pay Bink for them.
35. Bink was not obligated under the Agreement to pay Erdman Anthony for Work
Orders that were denied by DGS.
36. Under the clear language of the Agreement, and based on the amount DGS paid to
Bink, Bink was only obligated to pay Erdman Anthony a total of $256,068.12 for Basic Services,
together with payment for Work Orders approved and paid by DGS.
37. Throughout the Project, Bink paid Erdman Anthony a total of $196,123.63,
including $134,586.36 for Basic Services, and $61,537.27 for all Work Orders approved and
paid by DGS.
38. The remaining amount due and owing by Bink to Erdman Anthony under the
Agreement is $121,481.76.
39. On or about May 4, 2004, one day after Bink received final payment from DGS,
Bink met with Erdman Anthony to discuss the discrepancies in Erdman Anthony's invoices, and
to try to come to an agreement on the final amount owed to Erdman Anthony.
40. Despite the clear language of the Agreement concerning the computation of
Erdman Anthony's fees, Erdman Anthony refused to agree with Bink on the amount of
compensation owing to Erdman Anthony.
41. On or about May 4, 2004, Bink was ready, willing, and able to pay Erdman
Anthony the remaining $121,481.76 due and owing under the .Agreement; however, Erdman
Anthony was unwilling to accept this amount, insisting that Bink owes it almost $230,000.00
more than is actually due.
42. Throughout the Project, Erdman Anthony's work was consistently and
substantially late and/or incomplete.
6
43. At various times throughout the Project, Bink was required to perform work that
Erdman Anthony was obligated to, but failed to, perform.
44. To the extent Erdman Anthony has suffered damages, which Bink denies, Bink is
entitled to a setoff for the value of work that Bink was forced to perform due to Erdman
Anthony's failure to meet its contractual obligations in a timely and reasonable manner.
45. Pursuant to the Agreement, Erdman Anthony and Bink agreed that all disputes
between them arising out of or relating to the Agreement must be submitted to nonbinding
mediation unless the parties mutually agree otherwise; and Bink has not agreed to waive
mediation.
46. Plaintiff's Complaint fails to state a claim for which relief can be granted.
47. Plaintiff's causes of action may be barred by the applicable statutes of limitations.
48. If Plaintiff has sustained damages as alleged, they were caused by or contributed
to by actions of Plaintiff or others over whom Bink has no control and for whom Bink is not
responsible.
49. Plaintiff fails to state a claim for damages in quantum meruit, because Erdman
Anthony's rights and obligations with respect to its services on the Project, and payment
therefor, are governed by the written contract it entered into with Bink.
7
WHEREFORE, Defendant respectfully requests that judgment be entered in its favor and
against Plaintiff, together with costs and expenses and such other relief as this Court deems just
and proper.
Respectfully submitted,
McNEES WALLACE & NURICK LLC
By L Y
Diane M. 'Tokarsky
Attorney I.D. No. 44369
Susan V. Metcalfe
Attorney I.D. No. 85703
100 Pine Street
P. O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant
Dated: November 3 9, 2004
8
VERIFICATION
Subject to the penalties of 18 Pa. C.S.A. §4904 relating to unswom falsification to
authorities, I hereby certify that I am the President of Bink Partnership, Inc., that 1 am authorized
to make this verification on its behalf, and that the facts set forth in the foregoing document are
true and correct to the best of my information and belief. .
i?ardson F.:Bink
Dated: November, 2004
CERTIFICATE OF SERVICE
I hereby certify that on this date a true and correct copy of the foregoing document was
served via facsimile and U.S. first-class mail upon the following:
Donald L. Carmelite, Esquire
Marshall, Dennehey, Warner, Coleman & Goggin
4200 Crums Mill Road, Suite B
Harrisburg, PA 17112
McNEES WALLACE & NURICK LLC
By Y, 4
Diane M. Tokarsky, Esquire
Attorney I.D. No. 44369
Susan V. Metcalfe, Esquire
Attorney LD. No. 85703
100 Pine Street
P. O. Box 1166
Harrisburg, PA 17108-1166
(717) 232-8000
Attorneys for Defendant Bink Architectural
Partnership, Inc.
Dated: November 30, 2004
G ?•, ?
l-
X
\05_A\LIAB\DNC\LLPG\171154\JMF\20614\00156
ERDMAN ANTHONY &
ASSOCIATES, INC.,
Plaintiff
V.
BINK ARCHITECTURAL
PARTNERSHIP, INC.,
Defendant
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 04-5035 CIVIL TERM
JURY TRIAL DEMANDED
PLAINTIFF'S ANSWER TO
DEFENDANT'S NEW MATTER
Plaintiff Erdman Anthony & Associates, Inc., by and through its counsel, Marshall,
Dennehey, Warner, Coleman & Goggin asserts the following answers to Defendant's New
Matter:
24. Denied. The Agreement is a written document which speaks for itself and
therefore Defendant's characterizations thereof are denied.
25. Denied. After reasonable investigation. and inquiry, Plaintiff is without
sufficient information or knowledge to form a belief as to the truth and veracity of the averments
set forth in this Paragraph and, as such, said averments are denied and strict proof thereof is
demanded at the time of trial.
26. Denied. After reasonable investigation and inquiry, Plaintiff is without
sufficient information or knowledge to form a belief as to the truth and veracity of the averments
set forth in this Paragraph and, as such, said averments are denied and strict proof thereof is
demanded at the time of trial.
27. Denied. After reasonable investigation and inquiry, Plaintiff is without
sufficient information or knowledge to form a belief as to the truth and veracity of the averments
set forth in this Paragraph and, as such, said averments are denied and strict proof thereof is
demanded at the time of trial.
28. After reasonable investigation and inquiry, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth and veracity of the averments set forth
in this Paragraph and, as such, said averments are denied and strict proof thereof is demanded at
the time of trial.
29. After reasonable investigation and inquiry, Plaintiff is without sufficient
information or knowledge to form a belief as to the truth and veracity of the averments set forth
in this Paragraph and, as such, said averments are denied and strict proof thereof is demanded at
the time of trial.
30. Denied. Plaintiff denies that it invoiced Defendant for amounts that were
incorrect according to the formula set forth in the Agreement.
31. Denied. It is denied that Plaintiff and Defendant ever discussed Invoices
and concluded that said Invoices were moot because Plaintiff's fee was to be determined by a
percentage of construction costs.
32. Admitted in part; denied in part. It is admitted that throughout the project
Plaintiff invoiced Defendant for various work orders. Defendant is without sufficient
information to form a belief as to the truth or veracity of the remainder of the averments set forth
in Paragraph 32 and therefore the same are denied.
33. Denied. After reasonable investigation and inquiry, Plaintiff is without
sufficient information or knowledge to form a belief as to the truth and veracity of the averments
set forth in this Paragraph and, as such, said averments are denied and strict proof thereof is
demanded at the time of trial.
34. Denied. After reasonable investigation and inquiry, Plaintiff is without
sufficient information or knowledge to form a belief as to the truth and veracity of the averments
set forth in this Paragraph and, as such, said averments are denied and strict proof thereof is
demanded at the time of trial.
35. Denied. The Agreement is a written document which speaks for itself and
therefore Defendant's characterization thereof is denied.
36. Denied. The Agreement is a written document which speaks for itself and
therefore Defendant's characterization thereof is denied. By way of further answer, Plaintiff
without sufficient information to form a belief as to the truth or veracity as to Defendant's
representations to how much DGS paid Defendant and which work orders DGS approved. By
way of further answer, it is denied that Defendant was only obligated to Plaintiff a total of
$256,068.12.
37. Admitted in part; denied in part. It is admitted that Bink paid Erdman
Anthony a total of $196,123.63. All remaining averments set forth in this Paragraph and strict
proof thereof is demanded at the time of trial.
38. Admitted in part; denied in part. It is admitted that Defendant owes
Erdman Anthony $121,481.76. It is denied that this is the remaining amount owed to Plaintiff
under the Agreement.
39. Denied. It is denied that Defendant and Plaintiff met on or about May 4,
2004 to discuss discrepancies in Plaintiffs Invoices and to try to come to an agreement on the
final amount owed to Plaintiff.
40. Denied. Plaintiffs answer to Paragraph 39 is incorporated herein as if
fully set forth at length. By way of further answer, the Agreement is a written document which
speaks for itself and therefore Defendant's characterizations thereof are denied.
41. Admitted in part; denied in part. Plaintiffs answers to Paragraphs 38 and
39 are incorporated herein as if fully set forth at length.
42. Denied. It is denied that Plaintiffs work was consistently and
substantially late and/or incomplete and strict proof thereof is demanded at the time of trial.
43. Denied. It is denied that Defendant was required to perform work Plaintiff
was obligated to do but failed to perform, and strict proof thereof is demanded at the time of trial.
44. Denied. Paragraph 44 states a conclusion of law to which no responsive
pleading is required. To the extent that the averments set forth in Paragraph 44 are deemed
factual in nature, and a responsive pleading is required, it is denied that Defendant is entitled to
any set off. It is further denied that Plaintiff failed to meet its contractual obligations in a timely
and reasonable manner.
45. Denied. The averments set forth in Paragraph 45 state conclusions of law
to which no responsive pleading is required. To the extent that the averments are deemed factual
in nature, and a responsive pleading is required, the Agreement is a written document which
speaks for itself and Defendant's characterizations thereof are denied.
46. Denied. The averments set forth in Paragraph 46 state conclusions of law
to which no responsive pleading is required. To the extent that the averments are deemed factual
in nature, and a responsive pleading is required, it is denied that Plaintiffs Complaint fails to
state a claim for which relief can be granted.
47. Denied. The averments set forth in Paragraph 47 state conclusions of law
to which no responsive pleading is required. To the extent that the averments are deemed factual
in nature, and a responsive pleading is required, it is denied that Plaintiffs causes of action were
barred by the applicable Statutes of Limitations.
48. Denied. The averments set forth in Paragraph 48 state conclusions of law
to which no responsive pleading is required. To the extent that the averments are deemed factual
in nature, and a responsive pleading is required, Paragraph 48 is admitted in part and denied in
part. It is admitted that Plaintiff has sustained damages as alleged in its Complaint. It is denied
that Plaintiffs damages were caused or contributed to by Plaintiffs actions or actions of others
over whom Defendant had no control and for whom Defendant was not responsible.
49. Denied. The averments set forth in Paragraph 49 state conclusions of law
to which no responsive pleading is required.
WHEREFORE, Plaintiff respectfully requests that Jud1!9ment be entered in its favor and
against Defendant in an amount in excess of the compulsory Arbitration limit in Cumberland
County, together with such other relief as this Court shall deem appropriate.
DATE:
Respectfully submitted,
MARSHALL, DENNEHEY, WARNER,
COLEMAN & GOGGIN
BY: h-5?
D L. ELITE, ESQUIRE
I.D. No. 84730
4200 Crums Mill Road, Suite B
Harrisburg, PA 17112
(717) 651-3504
Attorney for Plaintiff
VERIFL CATION
I hereby affirm that the following facts are correct:
Erdman Anthony & Associates, Inc. is the Plaintiff fit the foregoing action and I am
authorized to execute this Verification on their behalf. The atbmhed Answer to Defendant's New
Matter is based upon information which has been gathered by my counsel in the defense of this
lawsuit. The language of the Answer to Defendant's New MattE r is that of couuscl an not of me.
I have read the Answer. and to the extent that the responses an; based upon information which I
have given to my counsel, they are true and correct to the best of my Imowledge, information and
belief. To the extent that the contents of the responses are treat of counsel, I have elied upon
counsel in making this Verification. I hereby aclmowledg? that the facts set f in the
aforesaid responses are trade subject to the penalties of 18 )%a. C.S. Section 4904 relating to
unworn falsification to authorities.
DATE: /Z/Z / d q
?G?---?
BY.
VINCE W ISER
Title:
ERDMAN ANTHONY & IN THE COURT OF COMMON PLEAS
ASSOCIATES, INC., CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
V. NO.
BINK ARCHITECTURAL
PARTNERSHIP, INC., CIVIL ACTION - LAW
Defendant
CERTIFICATE OF SERVICE
I, Joanne M. Parr, an employee of Marshall, Dennehey, Warner, Coleman & Goggin, do
p`Ik
hereby certify that on thi?? day of December 2004, served a copy of the foregoing Answer
to Defendant's New Matter via U.S. First Class Mail, postage pre-paid, as follows:
Diane M. Tokarsky, Esquire
Susan Metcalf, Esquire
McNees, Wallace & Nurick, LLC
100 Pine Street
PO Box 1166
Harrisburg, PA 17108-1166
anne M. Parr
C7
_ r-la
c-J
c,
p
..n
r-
C? r--
rNa
n
w
7? ?
N rt 1
a
Curtis R. Long
Prothonotary
office of the i3rotbonotarp
CUmberlanb Countp
Renee K. Simpson
Deputy Prothonotary
John E. Slike
Solicitor
041 - xM35 CIVIL TERM
ORDER OF TERMINATION OF COURT CASES
AND NOW THIS 5TH DAY OF NOVEMBER 2007 AFTER MAILING NOTICE OF
INTENTION TO PROCEED AND RECEIVING NO RESPONSE - THE ABOVE
CASE IS HEREBY TERMINATED WITH PREJUDICE IN ACCORDANCE WITH PA
R C P 230.2.
BY THE COURT,
CURTIS R. LONG
PROTHONOTARY
One Courthouse Square • Carlisle, Pennsylvania 17013 • (717) 240-6195 • Fax (717) 240-6573