UNIVERSITY OF MASSACHUSETTS
AMHERST
Request for Proposals:
Comprehensive Campus Energy Master Plan
REP AA14-PR-4872
October 24,2013
SUBMITTED BY THE AMHERST PROCUREMENT DEPARTMENT
SPONSORED BY THE PHYSICAL PLANT DIVISION
I. NOTICE OF REQUEST FOR PROPOSALS
The University of Massachusetts at Amherst (LIMA) is soliciting proposals from qualified firms
(Consultant) for planning and consulting services for the development of a comprehensive
campus Energy Master Plan. It should be noted that it is the intent of the University to bid this
project in compliance with Massachusetts General Law Chapter 30, Section 3 9M.
The Project will have the following participation goals for minority business enterprises (MBE)
and women business enterprises (WBE):
Design: Combined MBEIWBE participation goal 17.9%
Applications from MBE and WBE firms as prime consultant are encouraged. Applicants are
strongly encouraged to utilize multiple disciplines and finns to meet their MBE/WBE goals.
Consultants to the prime can team within theft disciplines in order to meet the MBEIWBE goals,
but must state theft relationship on the organization chart.
Proposals shall be received no later than 2:00 PM on Friday, December 6. 2013. Proposals
shall be addressed and delivered to:
University of Massachusetts Amherst
Procurement Department
Room 407 Goodell Building
140 Hicks Way
Amherst, MA 01003-9334
Attention REP AA14-PR-4872
Each proposal shall clearly identify the respondent’s name and business address. One original.
clearly marked as such, and five (5’) copies of each bid shall be submitted to the University. Please
print the following in the lower left hand corner of all envelopes and/or packaging:
RFP AA14-PR-4872: Planning and Consulting Services for the development of a comprehensive
campus Energy Master Plan
Proposal Submission Deadline: Friday, December 06, 2013, 2:00 PM.
The University reserves the right to reject any or all proposals submitted in response to this
Request for Proposals (“REP”) and to take any other action the Authority may deem to be in its
best interest. Proposals delivered late or to another location will be rejected and filed
unopened in the Procurement file.
Request for Proposals
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Energy Master Plan
II. BACKGROUND AND PURPOSE OF THE ENERGY MASTER PLAN
Goal of Energy Master Plan: To develop a plan for the reliable delivery of energy at University
of Massachusetts Amherst over the next 30 years and to define and prioritize categories of
projects to achieve the most transformative effect on current and future energy consumption at
the UMA Amherst campus at the minimum cost and with the highest measure of greenhouse gas
emission reduction.
The University of Massachusetts Amherst (UMA) recently completed a 5 year 1.2 billion dollar
building and deferred maintenance program and is in the midst of another significant campus
construction cycle. By 2020, the University is on track to add an additional 2 million gross
square feet (GSF) of buildings to campus serving an additional 3,000 students and 800
faculty/staff than it had in 2010. This growth includes high tech classrooms and lab space that
require additional and even more reliable energy to successfully operate, representing a
challenge to our capacity to both produce and purchase enough energy.
Part of the investment in the campus has been for both energy production (construction of a new
combined heat and power plant completed in 2008), and energy conservation measures (ECM),
(part of our renovation and deferred maintenance program). UMA prides itself on our
sustainability efforts and has been recognized as a leader in the field, recently receiving a Gold
Sustainability Tracking Assessment Rating System (STARS) rating from the Association for the
Advancement of Sustainability in Higher Education (AASHE) and getting the 2011 Combined
Heat and Power Energy Star Award from the federal Environmental Protection Agency, among
other awards. However, while JiMA has put a lot of successfUl efforts into energy conservation
and efficient power production, we know that with the additional campus growth, we will soon
lose our N+l capacity. UMA knows that it needs to both increase our production of energy and
improve our distribution of energy in addition to our ever expanding conservation measures. Not
only does UMA desire to do it in the most sustainable (environmentally, economically,
technically) manner possible, but we are also mandated by the Governor’s Executive Order 484
“Leading by Example” to reduce greenhouse gas emissions (GHG) by 40% by 2020 and move
towards carbon neutrality by 2050 as required by the American College & University
Presidential Climate Commitment (ACUPCC). Therefore, we are requesting proposals to do a
comprehensive campus Energy Master Plan.
III. OVERVIEW OF CAMPUS ENERGY TODAY
Central Heating Plant Overview
The new Central Heating Plant (CHP) was completed in 2008 and replaced a coal fired heating
plant dating back to 1918. The total electrical generating capability of the CHP is 16.5 MW,
which is close to the campus’ current peak of 20 MW. On most days 8-10 MW of power are
produced with an increase closer to capacity in the winter months when there is more demand for
steam. Winter time peak steam requirements for the campus currently is 380,000 lb.Ihr., which
can almost be met with the HRSG and two packaged boilers in service. The third packaged
boiler is used in hot standby to ensure N+1 continuity of steam supply should one of the other
units be forced out of service. The building has an additional bay that allows for the future
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Energy Master Plan
installation of yet another packaged boiler or another co-gen turbine when that becomes
necessary. Which technology to use is one of the ma] or questions we want answered through
this process.
Energy Fuel Sources (oil, gas, liquid natural gas, propane, etc.)
The gas turbine in the CHP is duel fuel for reliability and redundancy reasons. A tank farm located
behind the CHP under a similar roof to make it all look like one building, allows for the storage of
460,000 gallons of fuel oil on-site for emergency use. Natural gas is provided via a pipeline from
Berkshire Gas Company. Unfortunately, due to supply limitations at Berkshire Gas Company, there are
360 hours a year between November l’~ and April 1g when UMA’s supply can be shut off. To deal with
this gas supply issue, UMA recently installed a temporary Liquid Natural Gas (LNG) depot to provide gas
during these supply interruptions that provides about a 24 hour supply. UMA is considering building a
larger permanent LNG facility that would allow storage of a 40,000 gallon tank (with the potential to add
an additional 40,000 gal. tank) that would provide several days of supply.
Electricity co-generation, purchase and distribution
The majority of the Universities electrical power needs are provided by the combined heat and
power plant described above. In the recent past, the CHP provided up to 80% of peak power
needs. However, that number has slipped recently to about 70% of peak power need, requiring
the University to purchase more power from Western Mass Electric Company (WMECO).
Electricity is fed to the campus at 13.8 kV from the CHP via eight feeders to load centers
throughout campus, including a 2.4 kV load center located in the Steam and Condensate
Building (SCB). The West Side Substation located in the CHP can also be fed by a 13.8 kV
hookup to the WMECO grid. Another substation located on the other side of campus near the
water towers (the East Side Substation) also has a 13.8 kV connection to WMECO, but the
source of its power is a different utility transmission line. This allows electricity to be fed into
the campus from either direction
Steam generation and distribution
The steam load for campus is produced at the CHP described above. The total capacity to
produce steam at the CHP is 450,000 lbs/hr. Recent peak loads have been running around
380,000 lbs./hr. The steam sendout is at two pressures: 200-psig and 25- psig. At the SCB, the
steam is reduced from 200-spig to 85-spig and from 25-spig to 17-spig via PRy’s and distributed
to the campus via seven independent networks representing 27 miles of pipes. Of the 27 miles of
lines, 30,000 feet of lines have been installed since 2000, and only 6,000 feet of lines installed
before 1960 remain in the system.
Condensate returns from the campus steam networks and is collected in a tank served by a fourpump manifold and returned via a 6” line to the CHP facility where it is recycled and reused. In
another example of water conservation, UMA has installed a makeup treatment plant to recycle
effluent from the nearby Amherst municipal wastewater treatment plant. The CHP uses about
200,000 gallons per day of recycled water for boiler and cooling tower use, conserving potable
water supplies and reducing the cost of makeup.
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Energy Master Plan
Chilled water generation and district systems
Historically the University primarily used steam absorbers as a means of providing cooling for
buildings. However, more recently the campus has been moving toward using more electric
powered chilled water systems to feed buildings. The current trend toward building regional
chilled water systems that provide location and maintenance efficiency through the construction
of a larger chiller plant that serves multiple buildings, began with the construction of the Conte
Polymer Research Center in 1995. A chilled water plant was then constructed northwest of the
Engineering Laboratory TI which was later constructed in 2004 and also connected to this
regional chilled water system. This past year piping was laid to other buildings located around
the Engineering Quad and stubbed off for connection later. As part of the construction of the
Integrated Science Building (ISB) and the Studio Arts Building, both completed in 2008, a large
chilled water plant was constructed on Thatcher Road adjacent to the ISB and pipes laid in
Stockbridge Road to connect the Studio Arts Building, the Morrill buildings, and the renovated
Skinner Hall. There are plans to add additional buildings to each of these chiller plants, however
upgrades or expansions will need to be considered soon to accommodate these additional loads.
A third regional chilled water system is located in Herter Hall that currently serves Herter,
Whitmore and the Fine Arts Center.
IV. FUTURE CHALLENGES/OPPORTUNITIES iN THE CONTEXT OF THE
CAMPUS MASTER PLAN
Overview of Campus Master Plan
In April of 2012 the University of Massachusetts Amherst adopted a Campus Master Plan that
provides the vision and framework for a long term view of the institution’s growth for the next
50 years (http://www.UMA.edu/cp/MPFinal.pdf). While the Campus Master Plan illustrates the
ability to accommodate growth over the long term, it also addresses many of the near term
physical needs to become the best public university in the country. Over the next 10 years or so,
UMA is planning to expand from a total of the 10.8 million GSF that it had in 2010, to around
12.5 million GSF. It is anticipated that student population will rise from 24,300 to about 27,700.
Faculty and Staff numbers will grow from 8,000 to around 8,800. In addition to accommodating
this growth and providing the necessary energy to operate the physical plant, the University
desires to continue to reduce our GHG emissions and become a model for energy efficiency and
sustainable development. This necessitates a very holistic and comprehensive evaluation of our
energy profile on campus.
Major Capital Improvement Projects
-
10—20 year nlan
The following is a list of buildings that have come on line since 2010 as part of the previous
Capital Plan:
Minuteman Marching Band Building —2011, LEED Gold, 21,424 GSF
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Energy Master Plan
UMA Police Station —2011, hEED Gold, 27,250 GSF
Research & Education Greenhouse —2011, LEED Gold, 16,085 GSF
Ltfe Sciences Laboratories —2013, LEED registered for Gold, 305,000 GSF
Commonwealth Honors College Res. Complex 2013, GSF LEED registered for Silver,
—
512,000 GSF
The following is a list of new buildings that are under construction, in planning or design as part
of the previous and current Capital Plans:
NewAcademic Classroom Building— 2014, 173,000 GSF
McGuirk Stadium Training Facilities and Press Box —2014, 51,000 GSF
Champions Center —2014, 55,000 GSF
Ljfe Sciences Laboratory shell space fIt out— 2014
Integrated Design Building— 2015, approx. 50,000 GSF
South College Academic Facility —2015, approx. 84,000 GSF
Physical Sciences Building —2016, approx. 97,000 GSF
Isenburg School ofManagement addition —2016, approx. 63,000 GSF
Ltfe Sciences Laboratory III— 2017, approx. 148,000 GSF
For a list of existing buildings on campus with their construction date, GSF and number of
floors, see Appendix B.
Campus Sustainability
The University of Massachusetts Amherst recognizes their responsibility to be leaders in
sustainable development for the community, state and nation. Imparting knowledge of
sustainability is essential in achieving its campus wide mission to produce well educated citizens.
In order to reach and maintain this objective, the Campus Sustainability Initiative was created
(http://www.umass.edufsustainability/). Consisting of the Chancellor’s Sustainability
Committee, the Sustainability Manager, the Eco-Rep Program, and the Student Fellowship
Program, the Initiative works to inform, educate and promote sustainable practices to the campus
community. A collaborative effort between students, staff, faculty and administrators allows
numerous projects and sustainable changes to be implemented. The large involvement of student
participation in these efforts has integrated sustainability into the fabric of the academic mission
of the University.
The Campus Sustainability Initiative consists of a wide variety and types of programs that has
led UMA to receive a Gold rating under the Sustainability Tracking Assessment Rating System
(STARS) administered by the Association for the Advancement of Sustainability (AASHE). The
many programs fall under the following categories relevant to campus operations. Sustainable
UMA also works across the curriculum and with many departments on campus to engage the
community in sustainability education and initiatives:
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Energy Master Plan
Capital Construction The University has declared that all new buildings must reach a minimum
of LEED Silver certification. Sustainability has been integrated into our design and development
standards and throughout all of our planning and construction processes.
—
Energy and Water Conservation Central Heating Plant, E+ Program, Energy Audits of
buildings, Energy Dashboard Program, LED bulb replacement program, low flow water fixtures,
reclaimed water use. Example: An energy performance contract with Johnson Controls Inc. has
reduced thermal and electrical demand by 25%, thereby eliminating the need for one fired boiler
included in the design of the CHP.
—
Green Building Campus Sustainability Explorer (on-line GIS app.), Continuous
Commissioning, GBC Lecture Series, Green Building Guidelines, Green Cleaning, LEED
EBOM Pilot Project Multi-Building Comparative Analysis
—
Recycling and Waste Reduction Composting, Electronic Waste Recycling, EPA’s Game Day
Challenge, Single Stream Recycling, Sustainable Move-In & Move-Out, UMA Amherst Transfer
Station
—
Renewable Energy Solar Array at UMA Research Farm, UMA Wind Energy Center, Visitor’s
Center Solar Canopy
—
Transportation Bicycle Friendly University, Bike Share Program, NuRide Rewards Program,
WeCar and Zip Car Sharing Programs
—
Green Office Program Over 40 offices are participating in the program to reduce energy and
waste and to create a more sustainable work environment on campus
—
Expansion of CHP capacity
The Central Heating Plant contains an unused bay provided for expansion of its capacity. Two
of the most critical questions that need to be answered by this Energy Master Plan are 1) When
will the University need the additional capacity within the CHP, and 2) What is the most ideal
technology configuration to use for that expansion. Other options for expansion of our CHP
should also be explored within the context of the potential for campus growth.
Electrical Substation
In September 2013 the University put out an RFP for design and construction administration
services for the site development for a 115 kVll3.8 kV, 100 MVA, the electrical design of the
13.8 kV output end of the electrical substation, installation of concrete encased electrical duct
bank from the new substation site to the East Electrical Substation, and the installation of high
voltage electrical cable from the new substation through the East Electrical Substation to the
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Energy Master Plan
West Electrical Substation which is located at the CHP. To that end, the University has entered
into an agreement with the Western Massachusetts Electrical Company (WMECO) to upgrade
sections of its transmission system and to provide and install the 115 kV side of the substation.
The Energy Master Plan must explore all of the implications that this new electric substation has
on UMA’ s ability to purchase as well as to produce and distribute power.
Renewable energy generation challenges and opportunities
The University is very interested in exploring opportunities for developing renewable energy
sources as well as fully understanding the challenges that they pose. One particular research
project that promises to provide a significant new source of renewable energy is the solar array at
the UMA Research Farm. In addition to conducting research on agronomic and bioenergy crops,
organic agriculture and pasture, since 2010 it has also been home to a 106 panel, photo voltaic
project. The project examines and documents the results of implementing ground-mounted solar
energy technology on farm land while simultaneously producing a crop. It also is designed to
produce an electric power source to offset power usage at the research farm. And finally, the
project will demonstrate how this type of PV can be implemented by a farm cost effectively.
The university is currently in the process of “scaling up” this experiment and installing a field of
approximately 8,100 PV panels to produce 2.4 kilowatts of electricity on its Hadley Farm that
sits adjacent to the main campus.
The UMA Antherst Sustainability Manager has outlined three specific on-she solar energy
opportunities for campus, including parking lot solar canopies, roof mounted systems, and
ground systems. The campus is most interested in pursuing parking lot canopies due to the
expansive amount of property available and the desire not to compromise open green space in
order to produce renewable energy. There is also interest by the Massachusetts DEP to locate an
Anaerobic Digestion facility on or near the campus for capturing renewable biogas for use on
campus in order to help contribute to our emissions reduction and renewable energy goals. The
Energy Master Plan must explore the potential for integrating renewable energy sources into its
energy profile.
V. GENERAL SCOPE OF SERVICES
The following outline is intended only to provide bidders with a general idea of the scope of the
Energy Master Plan project. It is not meant to be an exclusive list of elements of the process, but
instead used as a guideline for the components that the University thinlcs important to include.
Proponents should use theft own experience and expertise to draft a proposed scope of services
that they think will provide the answers to the questions the University is seeking. It should be
noted that the University has already invested a considerable amount of time and energy into
developing a wide range of elements of energy planning and there is extensive documentatioh of
our efforts. The University is looking for experts in the field to review our work, tie it all
together and let us know what we’re missing and tell us how to put it all together in a
comprehensive campus Energy Master Plan.
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Energy Master Plan
Scope of Work
Work plan development
Meetings with Stakeholders
Review of UMA Documentation
Gap Analysis of required investigations
Communications plan including UMA Amherst, local communities, utility providers, etc.
Schedule of tasks, milestones and communication
Deliverable: a workplan outlining tasks, schedule ofmeetings, milestones and deliverables
Discovery
Meetings with Stakeholders
Inventory Existing Data
Fuel and Energy sources, Characteristics, Cost, Consumption and C02 Emissions
Past and current building benchmarking efforts
MEPA ExENF filing and GHG Emissions data
Electrical System Study
Water, Sewer, Stormwater Study
Steam and Condensate system condition data (infrared studies)
Sustainability efforts and past Energy/Water Conservation actions etc.
Review Current Capital Plan, Campus Master Plan to develop future growth estimates, buildings
proposed to develop future demand analysis
Energy audit and benchmarking building EUI
Economics of existing energy delivery
Deliverables: Overview ofexisting conditions andproblem definition
Analysis
Demand Analysis
Develop a list of energy demand requirements
Develop an energy reliability strategy
ClIP Analysis
Evaluate the expansion capacity of the existing CHP and review technology options for the
installation of a new boiler
Energy Production Analysis
CHP Improvements (unused bay, expansion, fuels)
Electricity procurement and distribution methods
Solar Energy (Electricity Production, Space Heating, Hot Water)
Geothermal (Heating and Cooling, Energy Storage)
Biof’uels (Anaerobic digestion, Biomass, others)
Fuel Cell technology
Wind (evaluate wind potential of UMA properties)
Others
Energy Distribution Analysis
Develop a list of challenges and opportunities related to energy distribution (how will the new
substation effect the equation)
Energy Conservation Analysis
Develop a list of potential energy conservation measures (ECM) that might be achieved through
an in-house retro commissioning process or in collaboration with ESCOs and other partners
Economic Analysis
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Energy Master Plan
Analyze current and future trends in fuel costs
Analyze site capacity for development of renewable energy sources and describe current and
future economic potential and financing options
Analyze existing electrical grid configuration and future trends in energy production and
distribution
Develop a summary of costs/savings of production, conservation, storage, peak demand, off
demand, and articulate energy economic strategies
GHG Emissions Analysis
Analyze opportunities for reductions in GHG emissions related to fuel type, adoption of new
technologies, energy conservation measures and levels of centralized or distributed delivery
Future energy market, technology and grid distribution considerations
Carbon credits
Development of alternatives (technical, economics and financing, prioritization. phasing)
Meetings with Stakeholders
Establish a framework of metrics for evaluating alternatives and prioritizing projects in terms of
their economic benefits, reliability, greenhouse gas emissions reduction potential and other
Propose a rational and replicable methodology for monitoring the progress of energy use of
campus facilities and a separate process for monitoring energy use campus wide
Develop a prioritized list of energy development projects and ECMs
Preferred Solution
Development of Energy Plan
Consensus development with campus and other partners
Production of Final Report and Presentations
VI.
PROPOSAL SUBMISSION REQUIREMENTS
Proposal Submission:
One (1) original and five (5) copies of each proposal shall be submitted to the University. The
original shall be marked as such and identified and as instructed in T I and ¶ VIII. The proposal
must include the following information:
Oualifications of the Firm
A summary presentation describing the unique qualifications of the firm for this contract.
Descriptions of Prime Firm & Subconsultants
History and description of firm(s) indicating principal business of firm and complete description of
in-house services. Include both the total number of personnel in each discipline and the number of
personnel holding professional registration.
Project Organization
Provide an organizational chart showing the design team, indicating the Prime Consultant and each
sub-consultant.
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Energy Master Plan
For each firm involved, list the Principal-in-Charge, the Project Manager, and other support
personnel. For each required discipline, list the key persons that will be assigned to this project.
Submit resumes of these key individuals identifying their education and recent experience relevant
to the services required for this project. Submittals should also identify team members that will be
present locally and be able to respond quickly during the project.
Project Experience
Provide a list and description of similar project experience for the primary firm and all key
designers/planners/engineers that demonstrate the firms’ current qualifications for this project. List
experience of key individuals on these projects. Information required should include the following
as a minimum:
Name of Project
Project description with specifics related to project
Owner representative, address and telephone number
Period of performance
Principal or Project Manager in charge
Fee
Provide a breakdown of fees in substantive detail to allow the University to understand the proposed
costs. Your proposal shall include all anticipated sub-consultants that will be utilized for this
project, the consultants’ proposals, and the fees for each.
Project Schedule
It is the intent of the University to complete this planning process in an expeditious manner in
order to inform decision making at the earliest possible point within the next 4-6 months. For
instance, the University needs to make decisions on what to put into the unused bay of the CHP
as soon as possible. So while the entire plan may not be finished, the analysis necessary make
this decision should be completed as soon as possible. Please provide a schedule as part of your
submission, of sufficient detail that provides the significant project tasks and their duration.
Current Client List
Provide a list of current clients, a contact person, and their address and telephone number. Include
the name of the Project Manager from your firm who is working with this client.
A list of lawsuits and arbitrations to which the firm has been or is a party within the last three
years, including a list of all convictions or fines for violations of state or federal law.
Bidder Affirmation Form
Note: An authorized representative of the bidder shall fill out and sign the Bidder Affirthation Form
that is attached as Appendix D to this RFP.
Insurance
The firm shall maintain throughout the duration of the contract an Insurance Policy with coverage
limits of not less than those defined in Article 13 of “Other Conditions or Services to the Contract
for Services”, which can be found in Appendix A.
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Energy Master Plan
Additional Information
Provide any additional information deemed necessary by the firm to describe any characteristics or
qualities beyond what is specified in the submission requirements in order to assist the University in
evaluating a specific proposal.
This request for proposal does not create any contractual relationship between the University of
Massachusetts Amherst and any party. The University reserves the right to accept or reject any or
all proposals submitted for this project.
VII.
EVALUATION CRITERIA
The following criteria will be used, at a minimum, in the selection process (the criteria is listed in
ranic order of importance):
Professional qualifications of the Prime firm.
Professional qualifications of the subconsultants.
Experience of the Prime firm and the subconsultants in the development of Energy Master Plans.
Structure and content of the proposed process and final products.
Demonstrated ability of the firm and its consultants to provide planning and consulting services that
can meet the University’s need.
Breakdown and detail of fee proposal.
References from previous/current clients.
Additional information as may be provided.
The University reserves the right to request clarification of any aspect of any submitted proposal or
to request additional information that might be required to evaluate a proposal. In addition,
Applicants may be selected for interviews at the sole discretion of the University.
VIII. PROPOSAL FORMAT
All questions from prospective firms concerning this REP shall be referred to the
Associate Director of Procurement, by email or fax only, by 5:00 PM, Monday,
November 18, 2013. His contact information is:
Peter S. Royer
Associate Director, Procurement
University of Massachusetts —Amherst
Fax: (413) 545-1643
E-mail: proyer@admin.umass.edu
Request for Proposals
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Energy Master Plan
Inquiries received after the specified date and time will not be accepted. The University will
issue an addendum to all prospective firms as required and deemed necessary by 5:00 PM on
Wednesday, November 27, 2013.
Proposals shall be received no later than 2:00 PM on Friday, December 6. 2013. Proposals
shall be addressed and delivered to:
University of Massachusetts Amherst
Procurement Department
Room 407 Goodell Building
140 Hicks Way
Amherst, MA 01003-9334
Attention RFP AA14-PR-4872
Each proposal shall clearly identify the respondent’s name and business address. One original,
clearly marked as such, and five (5) copies of each bid shall be submitted to the University. Please
print the following in the lower left hand corner of all envelopes and/or packaging:
RFP AA14-PR-4872: Planning and Consulting Services for the development of a comprehensive
campus Energy Master Plan
Proposal Submission Deadline: Friday, December 6, 2013, 2:00 PM.
Proposals delivered late or to another location will be rejected and filed unopened in the
Procurement file.
LX.
CONTRACT
The selected firm will be required to enter into a standard University Contract for Service~. The
successful vendor must sign the standard University Contract for Services and agree to all Terms
and Conditions listed. A copy of the University Contract for Services can be viewed at:
http://www.UMA.eduiprocurementJFifl-Jn Forms/CFSL RE 060208.pdf
This contract shall further reference “Other Conditions or Services to the Contract for Services. A
copy of this document is attached for informational purposes as Appendix ‘A’.
This REP and the successful consultant response will become part of this contract.
Public Information
AU bids and related documents submitted in response to this REP are subject to the Massachusetts
Freedom of Information Law, M.G.L. Chapter 66, Section 10 and to M.G.L. Chapter 4, Section 7,
Subsection 26, regarding public access to such documents. Statements in the bid response that are
inconsistent with those statutes will be disregarded.
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Energy Master Plan
Cost to Submit ~
The University is not responsible for any expenses that may be incurred by any bidder to prepare or
submit bids.
Alterations to Bids
The bidder may not materially alter its bid response after the bids have been opened. Only the
Director of Procurement may deem what constitutes a material alteration to a bid.
Bidders Exceptions to Contract Terms and Conditions
If bidder takes exception to any of the contract terms and conditions contained herein, it must be so
noted in the bid. Such an exception may be grounds for rejection of the bid, at the option of the
University.
Appendix A:
Appendix B:
Appendix C:
Appendix D:
Other conditions or services to the contract for services
UMA Building List
Contract for Services
Bidder Affirmation Form
END OF REQUEST FOR PROPOSALS
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Energy Master Plan
3s-~
~APPENDIX~B~
~
B_uildirig Name
Arnold House
~
°‘~
an
;45~
S.
~Tptal
Usable 4
..~t,tt4?? ~‘r”~’
Floors r
5
Y~ear
Acquired S
1954
-‘
t~
~i
4~eK~wø ‘?~
Building CIas
itW-~ ~rpss~Aret
~,,
Academic/Research (Major)
44,353
Baker House
6
1952
Residential
85,799
Brooks House
5
1949
Residential
30,145
Butterfield House
5
1940
Residential
41,934
Chadbourne House
5
1947
Residential
35,802
Berkshire House
4
1948
Admin/Support (Major)
21,958
Hampshire House
4
1948
Admin/Support (Major)
21,634
Middlesex House
4
1948
Academic/Research (Major)
21,727
Crabtree House
5
1953
Residential
33,296
Lincoln Apartments Unit 1
3
1958
Residential
7,815
Lincoln Apartments Unit 2
2
1958
Residential
4,615
Lincoln Apartments Unit 3
2
1958
Residential
5,622
Lincoln Apartments Unit 4
2
1958
Residential
4,520
Lincoln Apartments UnitS
4
1958
Residential
11,333
Lincoln Apartments Unit 6
3
1958
Residential
6,793
Lincoln Apartments Unit 7
2
1958
Residential
4,596
Lincoln Apartments Unit 8
2
1958
Residential
4,509
Lincoln Apartments Unit 9
2
1958
Residential
4,618
Lincoln Apartments Unit 10
2
1958
Residential
5,193
Lincoln Apartments Unit 11
2
1958
Residential
4,656
Greenough House
5
1946
Residential
35,886
Hamlin House
6
1949
Residential
35,474
Knowlton House
5
1949
Residential
34,926
Leach House
5
1953
Residential
33,294
Lewis House
5
1940
Residential
36,400
Mills House
5
1948
Academic/Research (Major)
35,988
Thatcher House
5
1935
Residential
34,342
Van Meter House
7
1957
Residential
98,239
Wheeler House
5
1958
Residential
35,507
Mary Lyon House
5
1959
Residential
36,982
Dwight House
5
1959
Residential
38,300
Johnson House
5
1960
Residential
34,950
Hills House
5
1960
Academic/Research (Major)
102,699
Blaisdell House
4
1969
Academic/Research (Minor)
4,786
Chapcellors House
4
1884
Residential
10,475
Montague House
3
1943
Academic/Research (Minor)
0
Tillson House
3
1926
Academic/Research (Minor)
0
Request for Proposals
Page 14 of23
Energy Master Plan
Homestead House
4
1867
Stockbridge House
4
1867
Admin/Support (Minor)
Admin/Support (Minor)
4,753
4,554
Waiting Station Shelter
i
1911
Admin/Support (Minor)
100
MtToby Shed
1
1918
Academic/Research (Minor)
350
MtToby House
1
1918
Academic/Research (Minor)
735
Mt Lincoln Radio Station
i
1961
Admin/Support (Minor)
489
Duda Building
1
1918
Academic/Research (Minor)
1,737
Animal Isolation Laboratory
2
1953
Academic/Research (Minor)
3,318
Thayer Animal Disease Laboratory
1
1957
Academic/Research (Minor)
2,854
Apiary Laboratory
3
1911
Academic/Research (Minor)
2,719
Power Plant Boiler House
i
1951
Admin/Support (Minor)
0
Power Plant Boiler House Addition
1
1959
Admin/Support (Major)
0
Bowditch Lodge
2
1937
Admin/Support (Minor)
4,268
Army ROTC Building
i
1959
Academic/Research (Minor)
3,533
Chapel
6
1885
Academic/Research (Major)
20,758
Goessmann Laboratory
4
1922
Academic/Research (Major)
58,676
Goessmann Laboratory Addition
4
1959
Academic/Research (Major)
92,741
Clark Hall
4
1907
Academic/Research (Major)
21,592
Clark Hall Greenhouse
i
1907
Academic/Research (Minor)
3,605
Worcester Dining Hall
4
1953
Admin/Support (Major)
47,294
Worcester Dining Hall Addition
2
1961
Admin/Support (Major)
22,011
Draper Hall
4
1903
Academic/Research (Major)
31,452
Draper Hall Annex
2
1947
Academic/Research (Minor)
8,037
East Experiment Station
4
1889
Academic/Research (Minor)
5,765
Shade Trees Lab
2
1959
Academic/Research (Minor)
3,518
Gunness Laboratory
2
1949
Academic/Research (Major)
21,331
Marston Hall
3
1950
Academic/Research (Major)
63,601
Agricultural Engineering Building South
1
1949
Academic/Research (Major)
17,219
Agricultural Engineering Building North
1
1915
Academic/Research (Major)
12,546
Farley Lodge
2
1933
Admin/Support (Minor)
3,810
Durfee Range
i
1955
Academic/Research (Minor)
4,931
Fernald Hall
4
1910
Academic/Research (Major)
34,243
Flint Laboratory
4
1912
Academic/Research (Major)
29,133
Chenoweth Laboratory
2
1930
Academic/Research (Major)
11,402
French Hall
4
1909
Academic/Research (Major)
24,628
French Hall Greenhouse
i
1908
Academic/Research (Major)
13,990
Bartlett Hall
6
1960
Academic/Research (Major)
118,002
Agricultural Experiment Station
2
1923
Academic/Research (Major)
12,288
Machmer HaIl
5
1957
Academic/Research (Major)
72,041
Memorial Hall
3
1920
Admin/Support (Major)
19,712
Munson Hall
4
1898
Admin/Support (Major)
13,180
Munson Hall Annex
3
1899
Academic/Research (Minor)
0
Request for Proposals
Page 15 of23
Energy Master Plan
Hatch Laboratory
3
4
Paige Laboratory
1891
1950
Academic/Research (Minor)
Academic/Research (Major)
8,817
29,561
Hicks Physical Education Building
2
1931
Academic/Research (Major)
21,879
Hicks Physical Education Cage
4
1931
Admin/Support (Major)
84,336
Totman Physical Education Building
3
1959
Academic/Research (Major)
Hasbrouck Laboratory
4
1950
Academic/Research (Major)
32,210
Photography Laboratory
3
1907
Admin/Support (Minor)
9,916
Morrill Science Center!
5
1959
Academic/Research (Major)
61,921
Morrill Science Center II
7
1960
Academic/Research (Major)
90,682
Skinner Hall
4
1948
Academic/Research (Major)
63,352
South College
6
1885
Academic/Research (Major)
31,266
Stockbridge Hall
5
1912
Academic/Research (Major)
80,601
Student Union
4
1957
Admin/Support (Major)
108,291
Dickinson Hall
3
1960
Academic/Research (Major)
29,820
Power Plant Turbine House
2
1918
Admin/Support (Minor)
0
Power Plant Turbine House Addition
2
1952
Admin/Support (Minor)
0
-
113,048
Bowditch Hall
3
1959
Academic/Research (Major)
12,396
Grinnell Arena
2
1911
Academic/Research (Minor)
8,010
Abbattoir Slaughter House
i
1929
Academic/Research (Minor)
1,379
Forest & Parks Garage
1
1950
Mixed (Res and Non-Res)
2,585
Tillson Farm Poultry Building #5
2
1939
Academic/Research (Minor)
3,272
Tilison Farm Poultry Building #6
1
1947
Academic/Research (Minor)
2,700
Horse Barn & Tack Room
i
1941
Academic/Research (Minor)
1,589
Tillson Farm Poultry Building #7
1
1959
Academic/Research (Minor)
6,300
Horse Barn
3
1894
Academic/Research (Minor)
8,430
Bowditch Hall Greenhouse
i
1959
Academic/Research (Minor)
4,629
West Experiment Station
3
1895
Academic/Research (Major)
14,474
Wilder Hall
3
1906
Academic/Research (Major)
10,252
Physical Plant Building
3
1960
Admin/Support (Major)
63,815
Goodell Building
3
1934
Admin/Support (Major)
34,047
Goodell Building Addition
7
1960
Admin/Support (Major)
95,230
Tool Shed & Garage
1
1933
Admin/Support (Minor)
860
Brooks Tobacco Barn
1
1924
Admin/Support (Minor)
5,120
Fertilizer Shed
1
1926
Academic/Research (Minor)
375
Pit House Laboratory
i
1928
Academic/Research (Minor)
300
Corn Laboratory & Greenhouse
2
1934
Academic/Research (Minor)
2,156
Orlyte Greenhouse
1
1957
Academic/Research (Minor)
300
Storage Barn #3 (WA)
1
1924
Academic/Research (Minor)
1,805
Gray Building
3
1924
Academic/Research (Minor)
6,520
Farmhouse (WA)
4
1924
Residential
9,152
Storage Barn #1
3
1924
Academic/Research (Minor)
8,829
Greenhouse #1 (WA)
1
1924
Academic/Research (Minor)
6,285
Request for Proposals
Page 16 of23
Energy Master Plan
Greenhouse #2 (WA)
1
1929
Academic/Research (Minor)
3,150
Polling Shed & Soil Pit
1
1930
Academic/Research (Minor)
362
Greenhouse #3
1
1950
Academic/Research (Minor)
3,163
Propogating Greenhouse
1
1932
Academic/Research (Minor)
210
Administration Building
3
1949
Academic/Research (Major)
18,220
Boiler House
1
1949
Academic/Research (Minor)
332
Farmhouse Garage
1
1924
Academic/Research (Minor)
658
Vegetable Plastic Greenhouse
1
1959
Academic/Research (Minor)
540
Office & Laboratory Building
2
1952
Academic/Research (Minor)
3,410
Shop & Garage
1
1957
Academic/Research (Minor)
2,734
Greenhouse #1 (EW)
1
1957
Academic/Research (Minor)
454
Storage Shed #1 (EW)
1
1960
Academic/Research (Minor)
320
Forest & Parks Building
3
1988
Mixed (Res and Non-Res)
6,908
Art Barn
2
1911
Academic/Research (Minor)
3,496
Storage Barn #3 (SD)
1
1939
Academic/Research (Minor)
6,256
Storage Barn #4
1
1941
Academic/Research (Minor)
4,575
Storage Barn #5
1
1933
Academic/Research (Minor)
1,958
Farmhouse (BE)
4
1962
Residential
4,540
Service Barn
3
1962
Academic/Research (Minor)
4,057
Main Barn
3
1962
Academic/Research (Minor)
18,005
Common Storage Barn
1
1962
Academic/Research (Minor)
1,370
Vehicle Storage Shed
1
1962
Academic/Research (Minor)
1,715
Furcolo Hall
3
1962
Academic/Research (Major)
112,163
Morrill Science Center III
5
1962
Academic/Research (Major)
65,657
University Health Center
4
1962
Admin/Support (Major)
38,734
Cold Storage Building
4
1962
Admin/Support (Major)
18,963
Engineering Shops Building
4
1962
Academic/Research (Major)
44,968
Gorman House
5
1963
Residential
65,930
Brett House
5
1963
Residential
51,568
Holdsworth HaIl
4
1963
Academic/Research (Major)
64,255
Wysocki House
4
1910
Admin/Support (Minor)
4,283
senberg School of Management Building
4
1963
Academic/Research (Major)
75,429
Hasbrouck Laboratory Addition
7
1963
Academic/Research (Major)
75,761
~ Boyden Gymnasium
5
1963
Admin/Support (Major)
208,913
MaharAuditorium
3
1965
Academic/Research (Minor)
19,141
Grayson House
8
1965
Residential
77,484
Dickinson House
8
1965
Residential
77,879
Field House
8
1965
Residential
77,484
Webster House
8
1965
Residential
77,880
Franklin Dining Hall
3
1965
Admin/Support (Major)
60,100
Observatory
1
1965
Academic/Research (Minor)
0
Dry Kiln Building
1
1965
Academic/Research (Minor)
0
Request for Proposals
Page 17 of 23
Energy Master Plan
Marcus Hall
4
1966
Chenoweth Laboratory Addition
4
1966
Academic/Research (Major)
Academic/Research (Major)
67,971
47,277
Stadium Facilities Building
1
1966
Admin/Support (Major)
17,555
McGuirk Alumni Stadium
2
1966
Admin/Support (Minor)
215,176
Morrill Science Center IV
6
1966
Academic/Research (Major)
121,765
Thoreau House
6
1966
Residential
48,157
Melville House
6
1966
Residential
48,189
James House
6
1966
Residential
48,128
Emerson House
5
1966
Residential
43,782
Kennedy House
25
1966
Residential
149,058
Coolidge House
25
1966
Residential
150,560
Adams, John House
25
1966
Residential
149,743
Adams, John U. House
25
1966
Residential
149,749
Washington House
25
1966
Residential
149,887
Hampshire Dining Hall
3
1966
Admin/Support (Major)
47,311
Coal Handling Facility
i
1966
Admin/Support (Minor)
1,184
Patterson House
6
1967
Residential
92,814
MacKimmie House
6
1967
Residential
60,654
Crampton House
5
1967
Residential
54,081
Prince House
6
1967
Residential
81,283
Hampden Dining Hall
3
1967
Admin/Support (Major)
55,829
Tilison Farm Poultry Building #1
1
1967
Academic/Research (Minor)
7,375
Tilison Farm Poultry Building #2
2
1967
Academic/Research (Minor)
0
Tillson Farm Poultry Building #3
1
1967
Academic/Research (Minor)
0
Agricultural Engineering Building Central
3
1967
Academic/Research (Major)
15,719
Whitmore Hall
4
1967
Admin/Support (Major)
133,227
Rewa Barn
1
1918
Academic/Research (Minor)
0
Storage Barn #6
1
1933
Academic/Research (Minor)
0
Physical Plant Flammable Storage
1
1967
Admin/Support (Minor)
2,548
Physical Plant Building Addition
4
1967
Admin/Support (Major)
94,350
Berkshire Dining Hall
3
1968
Admin/Support (Major)
74,822
Cance House
6
1968
Residential
77,028
Pierpont House
6
1968
Residential
85,403
Moore House
5
1968
Residential
59,682
Astronomy Building
2
1968
Academic/Research (Minor)
11,234
Horse Barn (T Farm)
i
1968
Admin/Support (Minor)
4,966
Thompson Hall
13
1968
Academic/Research (Major)
100,011
Herter Hall
9
1968
Academic/Research (Major)
124,254
Sawmill
1
1967
Academic/Research (Minor)
6,419
Experimental Biology Laboratory
2
1968
Academic/Research (Major)
10,813
Lederle Graduate Research Center
19
1971
Academic/Research (Major)
312,999
Lincoln Campus Center
12
1970
Admin/Support (Major)
284,799
Request for Proposals
Page 18 of 23
Energy Master Plan
Parking Garage
Tobin Hall
6
8
1970
1972
Admin/Support (Major)
Academic/Research (Major)
401,534
112,624
DuBois Library
30
1972
Academic/Research (Major)
449,068
University Health Center Addition
5
1973
Admin/Suppor-t (Major)
29,628
Fine Arts Center
5
1973
Academic/Research (Major)
223,000
Physical Plant Lumber Storage Barn
1
1967
Admin/Support (Minor)
7,344
WaterTank
1
1968
Admin/Support (Minor)
2,827
Brown House
11
1971
Residential
100,177
Cashin House
11
1971
Residential
100,145
McNamara House
ii
1971
Residential
100,177
Switch Gear Building
2
1971
Admin/Support (Minor)
3,211
Chandler Laboratory
i
1972
Academic/Research (Major)
11,373
Marine Research Station
2
1972
Academic/Research (Minor)
3,156
Hazard Material Storage Shed
1
1975
Academic/Research (Minor)
150
North Village Apartments A1,2,11,12
1
1971
Residential
3,120
North Village Apartments A3-A6
1
1971
Residential
3,120
North Village Apartments A7-A10
1
1971
Residential
3,120
North Village Apartments B9-B12
1
1971
Residential
3,120
North Village Apartments B3-88
1
1971
Residential
3,558
North Village Apartments B13-B16
1
1971
Residential
3,120
North Village Apartments B1,2,23,24
1
1971
Residential
3,120
North Village Apartments B17-B22
1
1971
Residential
3,560
North Village Apartments D3-D8
1
1971
Residential
3,558
North Village Apartments D9-D12
1
1971
Residential
3,120
North Village Apartmehts D1,2,35,36
1
1971
Residential
3,120
North Village Apartments D13-D16
1
1971
Residential
3,120
North Village Apartments D17-D22
1
1971
Residential
3,558
North Village Apartments D23-D28
1
1971
Residential
3,557
North Village Apartments D29-D34
1
1971
Residential
3,561
North Village Apartments E17-E22
1
1971
Residential
3,560
North Village Apartments E1,2,23,24
1
1971
Residential
3,120
Noith Village Apartments E13-E16
1
1971
Residential
3,120
North Village Apartments E9-E12
1
1971
Residential
3,120
North Village Apartments E3-E8
1
1971
Residential
3,560
North Village Apartments F13-F16
1
1971
Residential
3,120
North Village Apartments F17-F22
1
1971
Residential
3,560
North Village Apartments 11,2,23,24
1
1971
Residential
3,120
North Village Apartments F9-F12
1
1971
Residential
3,120
North Village Apartments F3-F8
1
1971
Residential
3,558
North Village Apartrhents C3-C6
1
1971
Residential
3,120
North Village Apartments C1,2,17,18
1
1971
Residential
3,120
North Village Apartments C11-16
1
1971
Residential
3,561
Request for Proposals
Page 19 of 23
Energy Master Plan
Cl-do
1
1971
Residential
North Village Apartments H9-H12
1
1971
Residential
3,120
3,120
North Village Apartments H3-H8
1
1971
Residential
3,560
North Village Apartments H13-H16
1
1971
Residential
3,120
North Village Apartments H1,2,17,18
1
1971
Residential
3,120
North Village Apartments 13-18
1
1971
Residential
3,561
North Village Apartments 11,2,23,24
1
1971
Residential
3,120
North Village Apartments 117-122
1
1971
Residential
3,560
North Village Apartments 19-112
1
1971
Residential
3,120
North Village Apartments 113-116
1
1971
Residential
3,528
North Village Apartments J9-J12
1
1971
Residential
3,120
North Village Apartments
North Village Apartments J3-J8
1
1971
Residential
3,561
North Village Apartments J13-J16
1
1971
Residential
3,120
North Village Apartments J1,2,23,24
1
1971
Residential
3,120
North Village Apartments J17-J22
1
1971
Residential
3,556
North Village Apartments G15-G20
1
1971
Residential
3,558
North Village Apartments G9-G14
1
1971
Residential
3,557
North Village Apartments G3-G8
1
1971
Residential
3,561
North Village Apartments G21-G24
1
1971
Residential
3,120
North Village Apartments G25-G28
1
1971
Residential
3,120
North Village Apartments G1,2,35,36
1
1971
Residential
3,120
North Village Apartments G29-G34
1
1971
Residential
3,558
Waste Water Treatment Building
1
1971
Academic/Research (Minor)
1,568
Power Plant Package Boiler House
2
1971
Admin/Support (Minor)
0
Nelson House North
3
1920
Admin/Support (Minor)
1,508
Nelson House South
3
1960
Admin/Support (Minor)
3,943
North Village Laundry Building
1
1972
Admin/Support (Minor)
1,798
Nelson Garage
i
1960
Admin/Support (Minor)
598
Lederle Graduate Research Center Addition
18
1973
Academic/Research (Major)
174,146
Morrill Science Center Greenhouse Addition
1
1973
Academic/Research (Minor)
8,381
Stockbridge House Addition
2
1973
Admin/Support (Minor)
1,251
Dairy Animal Research Building
2
1973
Academic/Research (Major)
29,751
Fuel Oil Pump House
i
1973
Admin/Support (Minor)
630
Bus Shelter B
1
1974
Admin/Support (Minor)
153
Bus Shelter C
1
1974
Admin/Support (Minor)
153
Bus Shelter D
1
1974
Admin/Support (Minor)
153
Bus Shelter E
1
1974
Admin/Support (Minor)
153
Bus Shelter F
1
1974
Admin/Support (Minor)
153
Truck Scale
i
1975
Admin/Support (Minor)
1,493
Truck Scale House
i
1975
Admin/Support (Minor)
100
Solar Habitat
2
1976
Academic/Research (Minor)
1,383
Forestry Trailer
i
1970
Academic/Research (Minor)
700
Request for Proposals
Page 20 of 23
Energy Master Plan
PVTA Bus Facility Building
2
1970
Admin/Support (Major)
Animal House
32,298
Plant & Soil Sciences Greenhouse #9
1
1
1980
1980
Academic/Research (Minor)
Academic/Research (Minor)
1,760
2,890
Greenhouse Storage Building
i
1934
Academic/Research (Minor)
Mobile Instrument House
Greenhouse
1
1
1975
1981
Academic/Research (Minor)
Academic/Research (Minor)
105
1,060
Storage Shed #2 (EW)
1
1980
Academic/Research (Minor)
300
Shed
1
1980
Academic/Research (Minor)
30
Storage & Garage
1
1980
Academic/Research (Minor)
1,971
Mt Lincoln Van
1
1961
Admin/Support (Minor)
150
Shutesbury Shed
1
1977
Admin/Support (Minor)
64
Recycling Facilities Building
1
1983
Admin/Support (Major)
20,251
Mather Building
3
1985
Admin/Support (Major)
17,586
Apiary Garage
1
1982
Academic/Research (Minor)
316
Hicks Physical Education Cage Addition
2
1987
Admin/Support (Major)
12,347
Robsham Memorial Center for Visitors
1
1988
Admin/Support (Minor)
2,153
Research Administration Center
4
1988
Admin/Support (Major)
10,937
643
Recycling Facilities Office Trailer
i
1988
Admin/Support (Minor)
1,344
Parking Office Trailer #1
1
1988
Admin/Support (Minor)
1,344
Parking Office Trailer #2
1
1988
Admin/Support (Minor)
1,428
Parking Office Trailer #3
1
1988
Admin/Support (Minor)
1,372
Engineering Trailer
1
1989
Academic/Research (Minor)
1,344
Cooperative Extension Service Main Building
3
1928
Unknown
4,417
Cooperative Extension Service School House
1
1928
Unknown
998
Blaisdell Trailer
1
1989
Academic/Research (Minor)
1,344
Pesticide Shed
1
1988
Academic/Research (Minor)
440
Knowles Engineering Building
4
1991
Academic/Research (Major)
39,118
Auxiliary Services Food Storage Building
1
1991
Admin/Support (Major)
10,336
Telecommunications Building Node A-2
1
1990
Admin/Support (Minor)
603
Telecommunications Building Node A-6
1
1990
Admin/Suppor-t (Minor)
602
Telecommunications Building Node A-7
1
1990
Admin/Support (Minor)
125
PVTA Bus Facility Building Addition
i
1988
Admin/Suppo,-t (Major)
14,648
Forest & Parks Greenhouse
1
1979
Mixed (Res and Non-Res)
2,136
Mullins Memorial Center
5
1993
Admin/Support (Major)
180,388
Conte Polymer Research Center
10
1995
Academic/Research (Major)
211,102
Hadley Farm Conference Center
3
1990
Academic/Research (Minor)
Hadley Farm Animal Agricultural Education
Center
Hadley Farm Equine Education Center
5,421
2
1990
Academic/Research (Major)
11,242
2
1990
Academic/Research (Major)
Hadley Farm Demonstration Center
23,883
2
1990
Academic/Research (Major)
Hadley Farm Lawrence Arena
10,812
1
1991
Academic/Research (Major)
Hadley Farm Observation Building
26,706
1
1990
Academic/Research (Minor)
550
Request for Proposals
Page 21 of23
Energy Master Plan
Hadley Farm Covered Shelter#1
1
1990
Hadley Farm Covered Shelter #2
1
Polymer Chilled Water Plant
1
Dakin House
1990
Academic/Research (Minor)
Academic/Research (Minor)
6,174
3,311
1995
Admin/Support (Minor)
4,684
3
1995
Academic/Research (Minor)
6,045
358 North pleasant
3
1997
Academic/Research (Major)
13,106
Coal Handling Facility Pumphouse
1
1997
Admin/Support (Minor)
1,292
Greenhouse #2 (EW)
1
1990
Academic/Research (Minor)
2,833
Storage Trailer
i
1989
Academic/Research (Minor)
319
Plant & Soil Sciences Greenhouse #1
1
1990
Academic/Research (Minor)
1,383
Plant & Soil Sciences Greenhouse #2
1
1990
Academic/Research (Minor)
1,383
Storage Shed #1 (SD)
1
1996
Academic/Research (Minor)
97
Storage Shed #2 (SD)
1
1995
Academic/Research (Minor)
236
Plant & Soil Sciences Pesticide Shed
1
1993
Academic/Research (Minor)
62
Storage Shed #3 (SD)
1
1994
Academic/Research (Minor)
157
Pesticide Shed #1
1
1989
Academic/Research (Minor)
62
Pesticide Shed #2
1
1989
Academic/Research (Minor)
34
Plant & Soil Sciences Storage Shed #1
1
1995
Academic/Research (Minor)
96
Plant & Soil Sciences Storage Shed #2
1
1995
Academic/Research (Minor)
96
Plant & Soil Sciences Storage Shed #3
1
1995
Academic/Research (Minor)
96
Storage Shed #4 (SD)
1
1995
Academic/Research (Minor)
96
Storage Shed #5
1
1995
Academic/Research (Minor)
96
Facilities Planning Office Trailer
1
1998
Admin/Support (Minor)
1,056
Dakin Carriage House
2
1995
Academic/Research (Minor)
3,118
1
1995
Academic/Research (Minor)
412
Engineering & Computer Science Center I
Dakin Garage
3
1999
Academic/Research (Major)
79,285
Toddler House
a
1999
Admin/Support.(Minor)
3,067
Animal Care Facility
2
1999
Academic/Research (Major)
21,043
Alfond Hall
4
2002
Academic/Research (Major)
52,274
Engineering Laboratory II
4
2004
Academic/Research (Major)
88,183
Central Heating Plant
3
2008
Admin/Support (Major)
132,912
South Deerfield Turf Facility
1
2006
Academic/Research (Major)
4,034
North A
7
2006
Residential
94,003
North B
7
2006
Residential
94,003
North C
7
2006
Residential
94,003
North D
7
2006
Residential
95,149
Steam and Condensate Building
2
2008
Admin/Support (Major)
11,701
Integrated Sciences Building
6
2009
Academic/Research (Major)
188,445
Studio Arts Building
4
2008
Academic/Research (Major)
65,671
Recreation Center
4
2009
Admin/Support (Major)
160,192
~ Ag Engineering Annex A
1
2006
Academic/Research (Minor)
2,849
Ag Engineering Annex B
1
2006
Academic/Research (Minor)
2,816
PVTA Transit Facility
1
2009
Admin/Support (Major)
17,083
Request for Proposals
-~
Page 22 of 23
Energy Master Plan
(EW)
1
2002
Admin/Support (Minor)
52
Storage Shed #4 (EW)
1
2005
Academic/Research (Minor)
140
Storage Shed #3
Grounds Maintenance Facility
1
2007
Admin/Support (Minor)
8,444
Tractor Repair Facility
1
2007
Academic/Research (Minor)
4,013
Tennis Storage Shed #1
1
2007
Academic/Research (Minor)
120
Tennis Storage Shed #2
1
2007
Academic/Research (Minor)
120
Hay Barn
1
2007
Academic/Research (Minor)
3,231
East Cooling Tower
1
2008
Admin/Support (Minor)
1,874
Salt Storage Building
1
2008
Admin/Support (Minor)
2,788
Police Station
4
2011
Admin/Support (Major)
27,251
Life Science Laboratories
11
2013
Academic/Research (Major)
395,260
Durfee Shed
1
2009
Academic/Research (Minor)
193
Parks, George N. Minuteman Marching Band
Building
Research & Education Greenhouse
2
2011
Academic/Research (Major)
21,747
1
2011
Academic/Research (Major)
16,085
93 Fearing House
3
2010
Residential
5,257
Bowditch Chemical Storage Shed
1
2011
Academic/Research (Minor)
118
Request for Proposals
Page 23 of 23
Energy Master Plan
APPENDIX ‘A’
OTHER CONQITIONS OR SERVICES
TO THE CONTRACT FOR SERVICES
BETWEEN:
THE UNIVERSITY OF MASSACHUSETtS
AMHERST, MASSACHUSETTS
AND THE CONTRACTOR:
FOR THE FOLLOWING CONTRACT:
TABLE OF CONTENTS
Article 1
Definition of Terms
3
Article 2
Consultants1 Subcontracting Succe~sors and Assignments
4
Article 3
Surveys, Boring, Tests, Laboratories, Photographs
4
Article 4
Professional Responsibility and Services to be Performed
5
Article 5
Project Support Personnel
7
Article 6
Record Drawings, Reports, Calculations
7
Article 7
Contractor’s Basic Fee
8
Articles
Extra Compensation
8
Article 9
Reimbursement
g
Article 10
Design Fees and Responsibility for Modifications and Change Orders
9
Article 11
Method of Payment to the Contractor
10
Article 12
Notices, Approvals Invoices
10
Article 13
Insurance
11
Page 2 of 12
ARTICLE 1: DEFINITION OF TERMS
1.
GENERAL LAWS the General Laws of the Commonwealth as amended including any
rules, regulations and administrative procedures implementing said laws.
2.
UNIVERSITy
University of Massachusetts, Amherst, Massachusetts, an agency of the
Commonwealth of Massachusetts.
3.
OFFICE— Facilities,
4.
DIRECToR Z Director of Facilities & Campus Planning Division.
5.
PROJECT --the project which may involve one or several study or design projects under the
overall contract.
6.
CONTRACTOR
7.
CONSULTAS.1TS
this agreement.
8.
GENERAL CONTRACTOR
contract.
9,
PRINCIPALS
for Services.
10.
APPROVAL OF THE DIRECTOR
a written communication from the Director or his
authorized representative to the Contractor expressing the University’s approval of services
or plans prepared by the Contractor which in no way relieves the Contractor from
responsibilities, the Office review notwithstanding.
II.
NOTICE TO PROCEED a written communication by the Director which constitutes an
essential condition of this contract, authorizing the Contractor to perform the services for the
project phase to which such Notice shall relate.
12.
SUBMIUAL DATES
amendment thereto.
13.
PROJECT MANAGER
the University’s representative responsible for overseeing the
planning, design and construction on this contract.
14.
RESIDENT ENGINEER
15.
FIXED LIMIT CONSTRUCTION COST the maximum cost of construction established by
the Office as set forth in the Notice to Proceed, and any amendments thereto.
16.
CONSTRUCTION CONTRACT ~ contract for construction of a whole or part of the project
including all change orders.
17.
TOTAL CONSTRUCTION COST
the sum of (1) the actual construction contract total
price, and (2) each authorized change order which revises the construction contract award
price.
—
--
—
as identified on. the Contract for Services.
—
—
a third party that is employed by the contractor to provide services under
--
the party that is responsible for executing the construction
the registered Architects or Engineers listed in Paragraph 5 of the Contract
—
—
--
those dates referred to in the Notice to Proceed or any subsequent
—
—
the on-site representative of the Univeisity.
--
—
Page 3 of
12
ARTICLE 2: CONSULTANTS, SUBCONTRACTING SUCCESSORS AND ASSIGNMENTS
The Contractor shall not employ consultants, sublet, assign or transfer any part of his
services or obligations under this Agreement without the prior approval of and written
consent of the Director. The Director shall not unreasonably withhold such approval. The
written consent shall not in any way relieve the Contractor from his responsibility for the
professional and technical accuracy and the coordination of all data, designs, drawings,
specifications, estimates and other work or materials furnished.
2.
Except as otherwise provided in this contract or authorized by the Director, the Contractor
shall employ within the basic fee for this project the followin~ consultants where their specific
services are required: Civil Engineer, Electrical Engineer, Mechanical Engineer, and Cost
Estimators. Consultants must be registered in their respective disciplines if registration is
required under the applicable General Laws.
3.
When the Contractor receives payment from the University, the Contractor shall promptly
make payment to each consultant whose work is included in the work for which such
payment was received from the University. The Office shall have the contractual right to
investigate any breach of a consultant contract and to initiate or condone corrective
measures necessary for the best interest of the University.
ARTICLE 3: SURVEYS, BORINGS. TESTS, LABORATORIES. PHOTOGRAPHS
1.
The Office shell fumish to the Contractor available surveys of the project’s building site, or
sites, showing the grades and lines of streets, pavements and adjoining properties; the
rights, restrictions, easements, boundaries and contours of the site, or sites; reports from
any borings, test pits, chemical, mechanical or other tests, any photographs and information
as to water, sewer, electricity, steam, gas, telephone and other services.
2.
The Office does not guarantee the accuracy of information and the Contractor must satisfy
himself as to the correctness of data, except in instances where written exception to the
contrary is specifically indicated by the Director, If the above data is not available or it is in
the opinion of the Contractor insufficient, the Contractor, upon request, will be given
authorization to obtain the services of a consultant or perform the work with his own
employees. In no case shall the Contractor commence such work without prior written
authorization of the Director,
3.
During the construction phase of this contract, the Contractor may be asked to retain the
services of a qualified testing laboratory and/or special field inspectors, when required by the
project, subject to the prior approval of the Director,
4.
If a consultant’s services estimated to cost more than $25,000 are required, including the
services of a qualified testing laboratory functioning under the jurisdiction of both a
Massachusetts registered engineer and licensed inspectors, a detailed description of the
proposed services shall be prepared by the Contractor and approved by the Office.
Consultant fee proposals shall be received by the Contractor and accompanied with
recommendations of approval submitted to the Director before any work is authorized. Such
consultants shall carry adequate Liability Insurance. When a consultant’s services are
estimated to cost $25,000 or less, the Contractor shall use established standard rates for
such services,
5.
Drawings andfor specifications needed to obtain survey or subsoil information, and any other
soils engineering shall be prepared by the Contractor within the basic fee. The Contractor
shall then analyze and evaluate such surveys and tests and make his design conform to the
results of such evaluation.
Page
4
of
12
6.
The Office wiN reimburse the Contractor, as provided in Article 10, for the cost of consultant
services performed under this Article. For responsibility, coordination, inspection, analysis
and evaluation of consultant’s services retained under this Article, the Contractor shall be
compensated as provided in Article 10.
ARTICLE 4: PROFESSIONAL RESPONSIBILITY AND SERVICES TO BE PERFORMED
The Contractor shall be responsible for the professional and technical accuracy and the
coordination of all designs, drawings, specifications, estimates and other work fumished by
him or his consultants and subcontractors The Contractor shall staff his office with
sufficient personnel to complete the services required under this contract in a prompt and
continuous manner, and shall meet the approval schedule and submittal dates established
during the course of this contract.
2.
The Contractor shall furnish appropriate competent professional services for each of the
phases to the point where detail checking or reviewing by the Office will not be necessary.
Any changes, corrections, additions or deletions made by the Office shall be incorporated
into the design of the Project unless detailed objections thereto are received from the
Contractor and approved by the Office. Because of the fixed limit construction cost called
for in this agreement, the Contractor with the written approval of the Director in perf&ming
services hereunder, shall be permitted to determine materials, equipment, component
systems and types of construction to be included in the design of the Project. The decision
of the Director shall be final in matters pertaining to this paragraph.
3.
The Contractor shall thoroughly acquaint his employees and consultants with the provisions
of General Laws Chapter 30, Section 39M, which provides in part: “for each item of material
the specification shall provide for either a minimum of three named brands of material or
description of material which can be met by a minimum of three manufacturers or
producers, and for the equal of any one of said named or described materials.” Refer to the
law and the Office for procedure regarding proprietary items.
4.
Neither the Office review, approval or acceptance of, nor payment for, any of the services
furnished shall be construed to operate as a waiver or any rights under the contract or any
cause of action arising out of the performance of the contract.
5.
TYPE I CONTRACTS — STUDIES, PROGRAMS, PLANNING, REPORTS
Studies, programs, planning, and reports may serve as the basis of the design for the
Contractor’s work. The intent of this effort is to evaluate project scope, options, and
altematives as well as to establish project budgets, schedules, and resources. It is the
responsibility of the Contractor to review all of the findings and recommendations contained
in these documents and determine if they are in conformance with all codes and
professional practice.
All studies/reports prepared by the Contractor shall generally include the following in
accordance with the approved program:
>One or more site layouts.
> An outline of the major construction systems proposed for the project.
> The source, capacity, and method of obtaining and/or relocating any utilities.
> A budget cost estimate in as much detail as possible indicating the cost of the
project.
~ Any consideration of phasing of the project or unique features.
>~ A designation of the appropriate measures to be examined using life cycle costing
techniques.
> Sustainable design goals and ways the project can meet those goals.
> Elements of construction or demolition waste that would be recyclable.
Page 5 of 12
TYPE 2 CONTRACTS
—
DESIGN AND CONSTRUCTION
PHASE 1.— SCHEMATICS
Upon receipt of a Notice to Proceed from the Director acceptable to the Contractor, the
Contractor shall meet as necessary with agents of the Office and the University and shall
prepare and submit to the Director single line schematic drawings to establish basic design
ideas and respective cost estimates. The Contractor shall submit to the Director for
approval six (6) copies of said schematic plans, outline specifications and cost estimates, on
or before the date or time for submission specified in the Notice to Proceed or any
supplement thereto, unless the Contractor shall have obtained from the Director an
extension of time in writing.
Estimated construction cost and fee as set forth in the original Notice to Proceed will not be
changed by the Office without the agreement of the Contractor.
PHASE 2.
--
DESIGN DEVELOPMENT
Upon receipt of a Notice to Proceed, the Contractor shall prepare from the approved Phase
1 documents complete preliminary plans and outline specifications and a cost estimate, to
enable the Office and the University to study and understand the progress and development
of the Project. Such plans, outline specifications and cost estimate shall be subject to the
written approval of the University and the Director. The Contractor shall submit to the
Director for approval six (6) copies of said preliminary plans, specifications and cost
estimates, on or before the date or time for submission specified in the Notice to Proceed or
any supplement thereto, unless the Contractor shall have obtained from the Director written
extension of time.
PHASE 3. —CONSTRUCTION DOCUMENTS
Upon receipt of a Notice to Proceed from the Director for Phase 3 of the Project, the
Contractor shall meet as necessary with agents of the Office and the University, and shall
prepare and subrhit to the Director on or before the date of time specified in the Notice to
Proceed or any supplement thereto, complete working plans and specifications in sufficient
detail to permit firm bids in open competition for construction of the project, and a detailed
cost estimate. Said plans and specifications shall be based on the design development,
outline specifications and construction cost estimate approved in Phase 2 of the Project, the
Notice to Proceed with Phase 3, or any subsequent modification thereto. The detailed
estimate of the cost of the Project shall include quantities of all materials and unit pTlces of
labor and materials as well as a cost estimate for each item of work. Such working plans
and specifications and cost estimates shall be subject to the written approval of the
University and the Director. The Contractor shall furnish to the Director for approval four (4)
sets of the said plans, specifications and construction cost estimates. From the approved
working plans and speciflcations, with changes incorporated as so endorsed, the Contractor
shall prepare and transmit to the Director a set of reproducible plans and original
specifications on high quality white bond paper properly packaged, suitable for blueprinting
(other suitable methods are subject to prior approval of the Director), which shall become
the property of the University. In addition, the Contractor shall provide this information in CD
format with the drawings submitted in AutoCAD 2006 (as a minimum) and the specifications
in the latest available version of Microsoft Word.
The University wHI prepare the contract documents, including adverfisements, for receipt of
proposals from construction contractors, and execution of a construction contract or
contracts. If requested by the Office, the Contractor shall prepare all addenda. The
Contractor shall conduct a qualification review of the low bidder and shall transmit its
recommendation as to the award of the construction contract to the Office.
Page 6 of 12
If within six (6) months after approval of Construction Documents, in final form, the bids of
the lowest responsible and eligible bidders exceed the fixed limit construction cost, the
Contractor shall, if so instructed in writing by the Director, provide such revised working
plans and specifications, and construction cost estimates as the Director shall require for the
purpose of bringing the cost within the fixed limit construction cost provided the Contractor
may in connection with such revision make reasonable adjustments in the scope of the
Project subject to the written approval of the Director which approval shall not be
unreasonably withheld. The Contractor shall not be paid additional compensation for such
services.
PHASE 4.
..
CONTRACTOR’S SERVICES DURING CONSTRUCTION
Upon the award of the construction contract, the Contractor and his consultants shall, for the
purpose of protecting the Commonwealth against defects and deficiencies in the work of the
Project: (1) be charged with general administration of the construction contract; (2) furnish
the General Contractor with information for establishing lines and grades and such large
scale drawings and full sized detailed drawings as the Director may require; (3) promptly
check and approve samples, schedules, shop drawings and other submissions by the
Genera! Contractor; (4) visit the site or sites of the Project conduct regular job meetings as
required to assure appropriate work progress; (5) conduct regular inspections of the
construction project and report the results of such inspections in writing to the Office; (6)
require each consultant employed in accordance with Article 2 above to make visits weekly,
and more often if requested by the Director, for the same purposes during the progress of
that portion of the said construction to which the consultant’s services relate and to report in
writing thereon to the Contractor; (7) report to the Office weekly in writing on the progress of
construction including whether or not the General Contractor is keeping record drawings; (8)
recommend condemnation of all project work observed by the Contractor which fails to
conform to the Contract Documents; (9) decide all questions regarding interpretation of or
compliance with the Contract Documents, except as the Director may in writing otherwise
determine; (10) review and act on all requests for change in plans, specifications, or
contracts for the Project; (Ii) upon written instructions from the Director or Project Manager,
furnish working plans and specifications for any such change; and (12) assist the Office in
any change order appeal hearing requested under General Laws Chapter 30, Section 390,
except as provided in Article g,i (7).
The Contractor shall be familiar with the University’s procedures for payment to contractors
and shall submit to the Office all requisition for payment submitted by the General
Contraclor. With respect to each such requisition, the Contractor shall certify to the best of
his or her knowledge that the percentage of work included in the requisition is accurate and
the work performed conforms to the contract documents. In the event the Contractor does
not approve the requisition exactly as submitted by the General Contractor, said Contractor
shall forward it for payment to the Office dated but unsigned with an accompanying letter of
explanation setting forth objections and recommended changes, The Contractor shall
coordinate the required weekly visit to the construction site in such a manner to be able to
return to his or her office with the General Contractor’s payment bearing the Resident
Engineer’s approval or letter of exceptions. Timely payments of General Contractors is
required by General Laws Chapter 30, Section 39K; therefore, the Contractor shall establish
office procedures assuring either Immediate mail or messenger delivery of the requisition for
payment to the Office, and shall process requisition for pa3lllent within forty-eight hours of
receipt.
ARTICLES: PROJECT SUPPORT PERSONNEL
In special circumstances, approved in writing by the Director, it may be necessary for the
Contractor to employ on-site project support personnel. Compensation for any technical
employee of the Contractor or its consultant shall be at the rate of three (3) times the wages
(exclusive of benefits) of such employee provided that in no event shall the compensation
Page 7 of 12
for a technical employee exceed the total sum of One Hundred Fifty Dollars ($150.00) per
hour.
ARTICLE 6; RECORD DRAWINGS. REPORTS. CALCULATIONS
Before examining the requisition for final payment submitted to the Office by the General
Contractor and making any certification in response thereto, the Contractor shall obtain
from the General Contractor record drawings showing the actual installation of the
plumbing, heating, ventilation and electrical work under the Construction contract and all
variations, if any. The Contractor shall ascertain by his review that changes authorized by
University Change Orders are shown on the Contractor’s record drawings and shall
submit to the Office the complete set as revised, which shall become the property of the
University. In addition1 the Contractor takes this information and updates the original
construction documents to reflect all changes and as-built conditions. This information shall
be provided in CD format with the drawings submitted in AutoCAD 2006 (as a minimum)
and the specifications in the latest avaflabje version of Microsoft Word, which shall become
the property of the University.
2.
At the conclusion of the construction contract, the Contractor shall submit to the Director a
confidential evaluation report relating to the overall performance of the General Contractor
and his subcontractors, in the form prescribed by the Office.
ARTICLE 7; CONTRACTOR’S BASIC FEE
For the performance of all services required in this contract and excluding those services
specified under Articles 6, 9 and 10, the Contractor shall be compensated by the Office in
accordance with the lump sum fee as designated in the gprjj~act for Services.
2.
If there is a material change in the scope of services provided in this contract, the Contractor
and the Office will mutually agree to an adjustment in the Contractor’s Basic Fee. Delay cf
one year or more by the Commonwealth plus a significant change in the estimated
construction cost of the project will be considered a change in scope of services.
3.
Payment of the design fee shall be made in accordance with Paragraph 4 of the çp~fract for
~ry]ces and Article 11 of this attachment. Anything to the contrary not withstanding in the
Contract for Services and all attachments there to, the total amount to be paid under the
Contract for Services shall not exceed the amount specified in paragraph 4.E of the
ract
for Services.
ARTICLE 8: EXTRA COMPENSATION
With the formal written approval of the Director, the Contractor shall perform all or any of the
following services in addition to the services performed pursuant to Article 4 above: (1)
making measured drawings of existing construction facilities when required for planning
additions, or alterations thereto; (2) revising previously approved drawings, specification or
other documents to accomplish changes authorized by the Director~ (3) preparing
documents for alternate bids requested by the Director except alternates prepared by the
Contractor to adjust the fixed limit construction cost; (4) providing consultation conceming
replacement of any work damaged by fire or other cause during construction and furnishing
professional services of the type set forth in Article 5 as may be required in connection with
the replacement of such work; (5) providing professional services made necessary by the
default of the contractor in the performance of the construction contract; (6) providing
services after final payment to the contractor (7) assisting the Office in change order appeal
hearings under General Laws, Chapter 30, Section 390, by preparing special documents or
appearing as a witness; (8) for preparing change orders and supporting data, except as set
Page 8 of 12
forth in Article 11 (9) revising working plans and specifications submitted in their final and
complete form for which bids were not received within six months after submission; (10)
making studies other than those normally required and preparing applications and reports to
assist the Office in obtaining federal aid; (11) preparing operating and maintenance
manuals; (12) observing the balancing of air and water circulation systems and reporting the
results thereof; (13) observing and setting and adjusting automatic controls and reporting the
results thereof; (14) assisting the University in litigation arising out of the construction
contract; (15) performing services for interior design; and (16) performing any other
professional services not otheFwise required under this Contract.
2.
For the services provided pursuant to Paragraph I of this Article and Article 4, the
Contractor shall be compensated by the University at the Contractor’s standard hourly rate
for the time of any principal of the Contractor, or any principal of a consultant to the
Contractor approved in accordance with Article 2 above, provided that the hourly rate for
principals shall in no event exceed One Hundred Fifty Dollars ($150.00) per hour.
Compensation for any technical employee of the Contractor or its consultant áhall be at the
rate of three (3) times the wages (exclusive of benefits) of such employee provided that in
no event shall the compensation for a technical employee exceed the total sum of One
Hundred Fifty Dollars ($150.00) per hour. The Contractor and its consultants shall complete
a Certification Statement stating its standard hourly rate charged for principals and a copy of
that statement, as approved by the Director, and revised from time to time, is incorporated
into this contract. The Office shall have the right to require the Contractor or its consultants
to provide the Office certified payroll statements from other current design contracts in order
to verity the rates stated in the Certification Statement.
3.
Upon submission by the Contractor of satisfactory evidence that additional expenses are
being incurred beyond the amount realized on a fee basis, the Director may authorize extra
compensation on the basis of actual cost plus overhead, but not profit and without a 2.75
times markup for additional services rendered under Phase 4, after the original scheduled
construction completion time as extended by authorized additional work change orders has
been exceeded by more than twenty-five percent (25%) through no fault of the Contractor.
This shall only be applicable when the Contractor shall have submitted under Article 4
Phase 3 a detailed analysis or description of how the Contractor arrived at the estimated
number of calendar days for completion of construction.
~IICLE 9: REIMBURSEMENT
The Contractor shall be reimbursed by the University:
a.
The actual cost to the Contractor of special consultants not specified in Article 2 and
approved in writing by the Director, provided, however, that no reimbursement for
such expense shall be made unless the rates of compensation for said consultant
services shall have been approved in writing by the Director. The Director may
approve a lump sum fee.
b.
The actual cost to the Contractor of consultants hired to obtain any data in
accordance with Article 3 above, provided, however, that no reimbursement for
such expense shall be made unless the rates of compensation for said consultant
services shall have been approved in writing by the Director. The Director may
approve lump sum fee.
c.
Any other specially authorized reimbursement, including special printing, beyond
that identified in the scope of Article 4.
d.
For document copies in excess of numbers specified in the contract if requested by
the Office.
Page 9 of 12
2.
The University shall not reimburse the Contractor for travel expenses under this cohtract,
provided, however, that in special circUmstances and with the prior approval of the Director,
the Contractor may be reimbursed for out-of-state travel expenses consistent with the Rules
and Regulations promulgated under Section 38, Chapter 7 of the General Laws.
3.
The University shall not reimburse the Contractor for any telephone or other out-of-pocket
miscellaneous expenses unless specifically authorized under this Article.
4.
For coordination and responsibility of services authorized under 1 and 2 of Article 9, the
Contractor shall be reimbursed the actual expense plus 10% where the estimated cost of
the specific services is estimated not-to-exceed $50,000.00. The aforementioned
percentage will be negotiated to a lesser factor in those instances when the not-to-exceed
cost is projected to exceed $50,000.00.
5.
The exemption number assigned to the University as an exempt purchaser under the Sales
Act, Chapter 14 of the Acts of 1966 to the extent that material and supplies are used or
incorporated in the performance of this contract for the Commonwealth is E 043-167-352
issued 11/18/92.
ARTICLE 10: DESIGN FEES AND RESPONSIBILITY FOR MODIFICATIONS AND CHANGE ORDERS
The Contractor shall be compensated in accordance with the rates specified in Article 9, for
the services of its employees or any consultant listed in Article 2 for the preparation of
modifications change orders and supporting data. The Contractor or his consultants shall
not be compensated for any services involved in preparing changes that are required for
additional work that should have been anticipated by the Contractor in the preparation of the
bid documents, as reasonably determined by the Director. The Contractor shalt not be
compensated for any services involved in preparing changes required to make unit price
adjustnients due to existing conditions. Changes for which the Contractor receives no
compensation under this Article shall be called ‘no fee modifications” or “no fee change
orders”. The fact that the Contractor receives no fee shalt not limit the University’s legal
remedies regarding such changes.
2.
Payments for modifications or change orders to the Contractor shalt be made upon
completion of the contractor’s work under such modifications or change orders.
ARTICLE 11: METHOD OF PAYMENT TO THE CONTRACTOR
Except as the Director may otherwise authorize upon written request of the Contractor, the
compensalion payable under Article 8 above, for performance of all services specified in
Article 4, shall be paid to the Contractor by the Commonwealth in accordance with the
following instructions:
2.
The basic fee for contracts shall be paid to the Contractor in accordance with the following
cumulative schedule so that the total paid shall equal the percentage of the basic fee set
forth at each step: If the scope of the project does not include some of these project
phases, then the Contractor shall provide a work plan payment schedule for each phase of
the project for review and approval by the University. Actual payments can be requisitioned
by the Contractor upon satisfactory completion of deliverables within each phase.
a.
Fifteen percent (15%) Upon approval of schematics design phase services.
b.
Twenty Five percent (25%) upon submission of the completed design developmeni
documents and cost estimate all in satisfactory form.
Page 10 of 12
c.
Thirty percent (30%) of such compensation upon receipt of written approval of the
100% construction documents.
ci.
Thirty percent (30%) of such compensation upon final acceptance of the
Construction Contract.
ARTICLE 12: NOTlCES~ APPROVALS. INVOICES
1.
Any notice required under this contract to be given by the University to the Contractor, or by the
Contractor to the University, shall be deemed to have been so given, whether or not received, if
mailed by prepaid postage by. respectively, the Director to the Contractor at the address
specified for the Contractor on Page 1 above, or the Contractor to the Director of Facilities &
Campus Planning, 360 Campus Center Way, University of Massachusetts, Amherst, MA
01003.
2.
Written approval by the Director for Article 8 Extra Compensation and Article 9 Reimbursements
shall be in the form of a letter.
3.
All Invoices except for those made under the provisions of Article 10 may be submitted monthly
for any deliverables completed within that month and subject to contract terms and proper
documentation will be promptly processed by the Office or returned to the Contractor. No
invoice, however, shall be required to be submitted or processed when the net amount due is
Tess than $200.00
4.
Invoices for serv4ces under Article 11, Paragraphs 6, 7 and 8 shall set forth the name, payroll title
and dates of site visits required under Article 4, Phase 4.
5.
Invoices submitted for services which have not been previously authorized in writing shall be
returned to the Contractor.
6.
Invoices for services under Article 8, 9, and 10 shall be accompanied by a complete breakdown
listing the name, payroll title, date, number of hours each day, hourly rate and extended amount.
7.
Requests for previously authorized expenses of any nature must be accompanied by a
billing/receipt from the source of the expense.
ARTICLE 13: INSURANCE
1.
The Contractor shall at his own expense obtain and maintain a Professional Liability Policy for
errors, omissions or negligent acts arising out of the performance of this agreement in a
minimum amount equal to ten percent (10%) of the Fixed Limit Construction Cost and in any
event shall not be less than $250,000. Insurance coverage in excess of one million dollars
($1,000,000) shall not be required with exceptions to be negotiated or expressed in the original
public notice to Contractors. Subject to the prior approval of the Office, the Contractor may have
a Professional Liability Policy with a deductible clause if in the judgment of the Office, the
Contractors financial resources are sufficient to directly absorb the possible e>pense without
surety assistance.
2.
Said professional liability insurance required by Article 13, paragraph (1) shall be in force from
the effective date of the Contract and shall extend through and including six years after the
earlier of: (1) the date official acceptance of the Construction Contract by the Office; (2) the date
of the opening of the Project to public use; (3) the date of the acceptance by the general
contractor of a final pay estimate prepared by the Office pursuant to c. 30 of the general laws; or
(4) the date of substantial completion of the Construction Contract and the taking possession for
occupancy by the Office. The date on which professional liability insurance coverage shall
commence (the Retroactive Date) on all policies (including policy renewals) relating to services
P~ge 11 of 12
provided by the Contractor for the Project shall be the effective date of the Contract, or an earlier
date.
3.
The Contractor shall take out and maintain at its own expense during the life of this Contract the
following insurance: i) Workers Compensation Insurance in accordance with G.L. c.152; fl)
General Liability Insurance and the Commonwealth of Massachusetts shall be names as an
additional insured, minimum Bodily Iniury Coverage of $500,000.09 each person and
$1,000,000.00 each Occurrence and minimum Property Damage Coverage $500,000.00 each
occurrence and $1,000,000.00 aggregate; Ui) Vehicle Liability Insurance in an amount not less
Than the compulsory coverage required in Massachusetts; iv) Valuable Papers Insurance in an
amount not less than $300,000.00 to assure the restoration of any plans, drawings,
computations, field notes or other similar data relating to the work covered by this contract in
event of loss or.destrijction until the final fee payment is made or all data is turned over to the
Office, and this coverage shall include coverage for relevant documents stored in computer
aided design drafting (CADD) systems.
4.
The Contractor shall not commence work on this contract until proof of Compliance with the
insurance requirements of this Article 13 has been fumished to the Office by submitting three
copies of a properly endorsed insurance certificate(s) issued by a company(s) authorized to write
the respective insurance in this Commonwealth. “All policy renewals must be obtained by
Contractor, and notice filed with the Office by way of properly endorsed insurance certificates,
prior to expiration of current policies. Failure by Contractor to obtain all policy renewals and to
provide the respective insurance certificates as required shall constitute just cause for
termination of Contractor’s services under this contract.” Any cancellation of insurance whether
by the insurers or by the insured shall not be valid unless written notice thereof is given by the
party proposing cancellation to the other party and to the Office at least fifteen days prior to the
intended effective date thereof, which date shall be expressed in said notice.
5.
“The Contractor shall indemni~’, defend and save harmless the Commonwealth, the Operating
Agency, the Office and all of its or their officers, agents, and employees against all suits and
claims of liability of every name and. nature, for or on account of any injuries to persons or
damage to property to the extent that the same is the result of the negligence of the Contractor
in the performance of the work covered by this Contract and/or of failure to comply witI~ the
terms and conditions of this Contract, whether by himself or his employees or subcontractors,
provided the Contractor is notified of all suits and claims within a reasonable time after the
Division becomes aware of it. The Contractor shalt be afforded an opportunity to participate in
the defense and/or settlement of all such sUits and claims. Contractor is not bound by the
amount of damages suffered in any litigation or sgttlement and/or defense of such litigation or
claim.”
6.
Upon request of the Contractor or in the best interests of the University, the Director reserves the
authority to modify any conditions of this Article upon mutual acceptance between both parties.
End of Documen
Page 12 of 12
Appendix C consisting of 4 pages
UNIVERSITY OF MASSACHUSETTS
CONTRACT FOR SERVICES
TERMS AND CONDITIONS
(For Professional Services Over $10,000) (P.O. NoJL
(Bid No.)
-L
__________________
This agreement is made, entered into, and effective on ________________________ by and between the University of Massachusetts Amherst,
(hereinafter called “University”), an agency of the Commonwealth of Massachusetts and
(Contractor’s legal name and address)
(hereinafter called the “Contractor” and collectively the “Parties”).
This agreement (the “Contract”) is comprised of the following documents, listed in the order of precedence: (I) this Contract for Services
Terms and Conditions; (2) any Contract Amendments, as identified in Section 2, below; and (3) any attached Scope of Services as identified
in Section 1, below, including any addenda thereto. The Contract for Services Terms and Conditions and any agreed upon changes thereto
included in any Contract Amendments shall take precedence over any additional or conflicting terms and conditions as may be included in any
other document attached hereto.
Scope of Services. The Contractor agrees to perform the following services:
or if applicable, those services described in the Attachment[s] attached hereto. Any Attachment attached hereto is made a part of this Contract
and must be specifically labeled (e.g. “Attachment A, Scope of Services, consisting of ‘n’ pages”). Only the Scope of Services specifically
referenced in this Contract and signed by the Parties’ authorized representatives shall apply.
2. Contract Amendments. The following amendments to the Contract have been executed by duly authorized representatives of the Parties and
are attached hereto and incorporated herein:
All amendments attached hereto must be specifically labeled (e.g. “Attachment B, Amendment No. I, consisting of ‘ii’ pages”).
3. Dates of Performance:
From:
_________________________
To:
____________________________
(Start Date)
4.
(Completion Date)
Responsible University Official: The University Official exercising managerial and budgetary control for this Contract shall be:
(Name and Title)
5. Payment:
A. The University shall compensate the Contractor for the services rendered at the rate of $_________________ per
(e.g., hour, week, semester, project, etc.).
B. In no event shall the Contractor be reimbursed for time other than that actually spent providing the described service(s).
C. Payment will be made upon submittal and approval of the Contractor’s Invoice(s) that is (are) received
Monthly ~._, Quarterly ._~., Other
C (speciI~) ____________________________________________________________
D. Reimbursement for Travel and Other Contractor Expenses:
fl
All travel and meals are part of this Contract. No reimbursement will be made.
Contractor will be reimbursed for pre-approved travel in an amount not to exceed $ ______________________
Copies of receipts must be submitted. Any expense claimed by the Contractor for which there isno supporting documentation
shall be disallowed.
EI
Contractor will be reimbursed for OTHER expenses in an amount not to exceed
$________________________
OTHER Expenses shall be limited to: ____________________________________________________________
Copies of receipts must be submitted. Any expense claimed by the Contractor for which there is no supporting documentation
shall be disallowed.
E. The total of all payments made against this Contract shall not exceed S______________________________________
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F. The University’s payment terms are net thirty (30) days from the date of receipt of Contractor’s invoice, with late penalty interest
assessable at rates established by the Commonwealth after 45 days in accordance with Mass. Gen. Laws ch 29 § 29C and with.
Commonwealth regulation 815 C.M.R. 4.00.
6.
Certification. Contractor certifies under the pains and penalties of perjury that pursuant to Mass .Gen. Laws ch.62C, §49A, that the
Contractor has filed all state tax returns, paid all taxes and complied with all applicable laws relating to taxes; and that pursuant to
Mass. Gen. Laws ch.151A, §19A(b), has complied with all laws of the Commonwealth relating to contributions and payment in lieu of
contributions to the Employment Security System; and, if applicable, with all laws of the Commonwealth relating to Workers
Compensation, Mass. Gen. Laws ch.152 and payment of wages, Mass. Gen. Laws ch. 149, § 148. Pursuant to federal law, Contractor
shall verify the immigration status of all workers assigned to the contract without engaging in unlawful discrimination; and Contractor
shall not knowingly or recklessly alter, falsi~’, or accept altered or falsified documents from any such worker.
7.
Conflict of Interest. Contractor acknowledges that it may be subject to the Massachusetts Conflict of Interest statute, Mass. Gen. Laws
ch. 268A, and to that extent, Contractor agrees to comply with all requirements of the statute in the performance of this Contract.
8. Compliance With Laws. Contractor agrees to comply with all applicable local, state, and federal laws, regulations and ordinances in
the performance of its obligations under this Contract.
9. Independent Contractor Status. The Contractor is an independent contractor and not an employee or agent of the University. No act
or direction of the University shall be deemed to create an employer/employee or joint employer relationship. The University shall not
be obligated under any contract, subcontract, or other commitment made by the Contractor.
10. Contractor’s Qualifications and Performance. In accordance with the terms and conditions of this Contract, the Contractor
represents that it is qualified to perform the services set forth herein and has obtained all requisite licenses and permits to perform the
services. In addition, the Contractor agrees that the services provided hereunder shall conform to the professional standards of care and
practice customarily expected of firms engaged in performing comparable work; that the personnel flimishing said services shall be
qualified and competent to perform adequately the services assigned to them; and that the recommendations, guidance, and performance
of such personnel shall reflect such standards of professional knowledge and judgment.
11. Termination:
A.
Without Cause. This Contract may be terminated without cause by either party by giving written notice to the other at least
thirty (30) calendar days prior to the effective date of termination stated in the notice.
B.
With Cause. If Contractor breaches any material term or condition stated herein or fails to perform or fUlfill any material
obligation required by this Contract the University may terminate this Contract by giving written notice to the Contractor
stating the circumstances of the breach at least seven (7) calendar days before the effective date of termination stated in the
notice. Notwithstanding the foregoing, the notice of termination provided by the University may state a period during which
the alleged breach may be cured by the Contractor, which cure shall be subject to approval by the University. In the event of a
breach by Contractor, Contractor may be subject to any and all applicable contract rights and remedies available to the
University. Applicable statutory or regulatory penalties may also be imposed.
12. Obligations in Event of Termination:
A.
Upon termination of this Contract, all finished or unfinished documents, data, studies, and reports prepared by the Contractor
pursuant to this Contract shall become the property of the University.
B.
Upon termination of this Contract without cause, the University shall promptly pay the Contractor for all services performed
to the effective date of termination, subject to offset of sums due the Contractor against sums owed by the Contractor to the
University, and provided Contractor is not in default of this Contract and Contractor submits to the University a properly
completed invoice, with supporting documentation covering such services, no later than thirty (30) calendar days after the
effective date of termination.
13. Recordkeeping, Audit, and Inspection of Records. The Contractor shall maintain books, records and other compilations of data
pertaining to the requirements of the Contract to the extent and in such detail as shall properly substantiate claims for payment under the
Contract. All such records shall be kept for a period of six (6) years or for such longer period as is specified herein. All retention
periods start on the first day after final payment under this Contract. If any litigation, claim, negotiation, audit or other action involving
the records is commenced prior to the expiration of the applicable retention period, all records shall be retained until completion of the
action and resolution of all issues resulting therefrom, or until the end of the applicable retention period, whichever is later. The
Governor, the Secretary of Administration and Finance, the State Comptroller, the State Auditor, the Attorney General, the Federal
grantor agency (if any), the University, or any of their duly authorized representatives or designees shall have the right at reasonable
times and upon reasonable notice, to examine and copy, at reasonable expense, the books, records, and other compilations of data of the
Contractor which pertain to the provisions and requirements of this Contract. Such access shall include on-site audits, review, and
copying of records.
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14. Political Activity Prohibited. The Contractor may not use any Contract finds and none of the services to be provided by the
Contractor may be used for any partisan political activity or to further the election or defeat of any candidate for public office.
15. Title, Ownership. Unless provided otherwise by law or the University, title and possession of all data, reports, programs, software,
equipment, furnishings, and any other documentation or product paid for with University funds shall vest with the University at the
termination of the Contract. If the Contractor, or any of its subcontractors, publishes a work dealing with any aspect of performance
under the Contract, or of the results and accomplishments attained in such performance, the University shall have a royalty-free
non-exclusive and irrevocable license to reproduce, publish or otherwise use and to authorize others to use the publication.
16. Confidentiality/Privacy. The Contractor shall comply with all applicable state and federal laws and regulations relating to
confidentiality and privacy. In addition, in the performance of this Contract, the Contractor may acquire or have access to “personal
data” and become a “holder” of such personal data (as defined in Mass. Gen. Laws ch. 66A) or personal information (as defined in
Mass. Gen. Laws ch. 93H). Personal data and personal information shall be deemed to be “Personal Information.” Contractor shall
implement feasible safeguards to restrict access and ensure the security, confidentiality and integrity of all Personal Information owned,
controlled, stored, or maintained by University and provided to or accessed by Contractor in the performance of services irrespective of
the medium in which it is held. The Contractor agrees that it shall inform each of its employees, servants or agents, having involvement
with Personal Information of the laws and regulations relating to confidentiality and privacy.
17. Assignment and Delegation. The Contractor shall not assign or in any way transfer any interest in this Contract without the prior
written consent of the University, nor shall the Contractor subcontract any service without the prior written approval of the University.
Any purported assignment of rights or delegation of performance in violation of this Section is VOID.
18. Nondiscrimination in Employment. The Contractor shall not discriminate against any qualified employee or applicant for
employment because of race, color, national origin, ancestry, age, sex, religion, physical or mental handicap, or sexual orientation or a
person who is a member of, applies to perform, or has an obligation to perform service in a uniformed military service of the United
States, including the National Guard on the basis of that membership, application or obligation. The Contractor agrees to comply with
all applicable Federal and State employment statutes, rules and regulations
19. Severability. If any provision of this Contract is declared or found to be illegal, unenforceable, or void, then both Parties shall be
relieved of all obligations under that provision. The remainder of the Contract shall be enforced to the fullest extent permitted by law.
20. Choice of Law. This Contract is entered into in the Commonwealth of Massachusetts, and the laws of the Commonwealth, without
giving effect to its conflicts of law principles, govern all matters arising out of or relating to this Contract and all of the transactions it
contemplates, including, without limitation, its validity, interpretation, construction, performance and enforcement.
21. Forum Selection. The Parties agree to bring any action arising out of or relating to this Contract or the relationship between the Parties
in the state courts of the Commonwealth of Massachusetts which shall have exclusive jurisdiction thereof. The Contractor expressly
consents to the jurisdiction of the state courts of the Commonwealth of Massachusetts in any action brought by the Commonwealth or
the University arising out of or relating to this Contract or the relationship between the Parties, waiving any claim or defense that such
forum is not convenient or proper. This paragraph shall not be construed to limit any other legal rights of the Parties.
22. Force Majeure. Neither party shall be liable to the other or be deemed to be in breach of this Contract for any failure or delay in
rendering performance arising out of causes beyond its reasonable control and without its fault or negligence. Such causes may include,
but are not limited to, acts of nature or of a public enemy, fires, floods, epidemics, quarantine restrictions, strikes, freight embargoes, or
unusually severe weather. Dates or times of performance shall be extended to the extent of delays excused by this section, provided
that the party whose performance is affected notifies the other promptly of the existence and nature of such delay.
23. Indemnification of University. The Contractor shall defend, indemniê, and hold harmless the Commonwealth, the University, its
Trustees, Officers, servants, and employees from and against any and all claims, liability, losses, third party claims, damages, costs, or
expenses (including attorneys’ and experts’ fees) arising out of or resulting from the performance of the services performed by the
Contractor, its agents, servants, employees, or subcontractors under this Contract, provided that any such claims, liability, losses, third
party claims, damages, costs, or expenses are attributable to bodily injury, personal injury, pecuniary injury, damage to real or tangible
personal property, resulting therefrom and caused in whole or in part by any intentional or negligent acts or omissions àf the Contractor,
its employees, servants, agents, or subcontractors. The foregoing express obligation of indemnification shall not be construed to negate
or abridge any other obligation of indemnification running to the Commonwealth and/or the University that would otherwise exist. The
University shall give the Contractor prompt and timely notice of any claims, threatened or made, or any law suit instituted against it
which could result in a claim for indemnification hereunder. The extent of this Contract of indemnification shall not be limited by any
obligation or any term or condition of any insurance policy. The obligations set forth above shall survive the expiration or termination
of this Contract.
24. Risk of Loss. The Contractor shall bear the risk of loss of any Contractor materials used for a Contract and for all deliverables and
work in process.
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25. Tax Exempt Status. The University is exempt from federal excise, state, and local taxes; therefore, sales to the University are
exempt from Massachusetts sales and use taxes. If the University should become subject to any such taxes during the term of
this Contract, the University shall reimburse the Contractor for any cost or expense incurred. Any other taxes imposed on the
Contractor on account of this Contract shall be borne solely by the Contractor.
26. Waivers. All conditions, covenants, duties and obligations contained in this Contract can be waived only by written agreement.
Forbearance or indulgence in any form or manner by a party shall not be construed as a waiver, nor in any way limit the legal or
equitable remedies available to that party.
27. Amendments. This Contract may be amended only by wriffen agreement of the Parties, executed by the Parties’ authorized
representatives and in compliance with all other regulations and requirements of law.
28. Entire Agreement. The Parties understand and agree that this Contract and its attachments or amendments (if any) constitute the entire
understanding between the Parties and supersede all other verbal and written agreements and negotiations by the Parties relating to the
services under this Contract.
29. Notice. Unless otherwise specified, any notice hereunder shall be in writing addressed to the persons and addresses indicated below
(Name, postal address, phone, email address):
To the University:
To the Contractor:
Employees of the University shall not be held personally or contractually liable by or to the Contractor under any term or provision of
this Contract or because of any breach thereof. This Contract is not binding until signed by an authorized University official.
IN WITNESS WHEREOF, the Parties have caused this Contract to be executed by their respective duly authorized officers as of the date first above
written.
UNIVERSITY OF MASSACHUSETTS
AMHERST
CONTRACTOR
_____________________________
Sig:
Sig:
Name:
_____________________________________________
Name:
Title:
_________________________________________
(Authorized University Official)
Title:
Sig:
_________________________________________
Name:
_____________________________________________
Title:
_____________________________________________
Sig:
______________________________________
Name:
Title:
_____________________________________________
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(Name)
APPENDIX D
BIDDER AFFIRMATION FORM
Bidder Affirmation
By Signature Hereon,
A.
Bidder affirms that he/she has not given, offered to give, nor intends to
give at any time hereafter any economic opportunity, future employment,
gift, loan, gratuity, special discount, trip, favor, or service to a public
servant in connection with the submitted bid. Failure to sign the bid may,
or signing it with false statement shall, void the submitted bid or any
resulting contracts, and the vendor will be removed from all bid lists.
B.
Vendor affirms that no affiliation exists between owners, officers,
administrators, or employees of the bidder and the University which could
be construed as a conflict of interest.
C.
Vendor has not received compensation for preparation of the
specifications for this RFP.
Person signing below acknowledges that s/he is an authorized representative of the
bidder.
Company Name:
Address:
Submitted By (Please print):_______________________________________________________
Signature: __________________________________________Date:__________________________________
Fax #: _______________________________________Telephone
Email Address:
#_______________________
___________________________________
Request for Proposal
Bidder Affirmation Form
Energy Master Plan