Loading...
HomeMy WebLinkAboutINVISION_Architecture_-_Amendment_No._3_to_PSA_-_5.4.2026Docusign Envelope ID: 5D1 B7EDD-4172-823F-8093-2B0752AB15D4 niAIA Document G802 -2017 Amendment to the Professional Services Agreement PROJECT: (name and addressl 24102 City Hall 2025 100 E 4th St. Waterloo, IA 50703 OWNER: (name and address) City of Waterloo 715 Mulberry Waterloo, IA 50701 AGREEMENT INFORMATION: Date: January 20, 2025 ARCHITECT: (name and address) INVISION Architecture, LLC 360 Westfield Ave Suite 401 Waterloo, IA 50701 AMENDMENT INFORMATION: Amendment Number: 003 Date: November 18, 2025 The Owner and Architect amend the Agreement as follows: Updated description and scope of services included in proposal letter dated November 18, 2025, attached as Exhibit A - ADD $380,000 § 1.1.3 The Owner's budget for the Cost of the Work, as defined in Section 6.1: (Provide total and, if known, a line item breakdown.) Estimated construction cost $10,200,000 § 1.1.4 The Owner's anticipated design and construction milestone dates: .1 Design phase milestone dates, if any: Design Development complete by approximately February 2, 2026 Construction Documents complete by approximately April 6, 2026 Bidding and Negotiations complete by approximately May 25, 2026 .2 Construction commencement date approximately June 1, 2026 .3 Substantial Completion date or dates approximately April 1, 2027 § 1.1.11.1 Consultants retained under Basic Services: .1 Structural Engineer: IMEG Consultants Corp. 2882 106th Street Urbandale, IA 50322 .2 Mechanical Engineer: MODUS Engineering 214 East 4th Street Waterloo, IA 50703 .3 Electrical Engineer: MODUS Engineering 214 East 4th Street Waterloo, IA 50703 § 4.2.3 The Architect shall provide Construction Phase Services exceeding the limits set forth below as Additional Services. When the limits below are reached, the Architect shall notify the Owner: .2 Twelve (12 ) visits to the site by the Architect during construction The Architect's compensation and schedule shall be adjusted as follows: Compensation Adjustment: ADD $380,000 Fee summary: Original agreement $420,000 Amendment 1 $22,700 Amendment 2 $10,000 Amendment 3 $380,000 Total Compensation $ 832,700 Schedule Adjustment: See § 1.1.4 above AIA Document G802 — 2017. Copyright ® 2000, 2007 and 2017. All rights reserved. 'The American Institute of Architects,' "American Institute of Architects,' 'AIA," the AIA Logo, and "AIA Contract Documents' are trademarks of The American Institute of Architects. This document was produced at 10:23:18 CST on 1111812025 under Subscription No.20250136182 which expires on 07/04/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo©aiacontracts.com. User Notes: (691 c97ba0704818a2264fe64) Docusign Envelope ID: 5D1 B7EDD-4172-823F-8093-2B0752AB15D4 ARCHITECT (Signature) BY: Kathryn A. Payne, AIA "—Signed by: PM, t ?bt swt, `ll INEIV, fittsre) Dave Bnesert, Mayor (Printed name, title, and license number if required) (Printed name and title) November 18, 2025 5/4/2026 Date Date AIA Document G802 — 2017. Copyright © 2000, 2007 and 2017. All rights reserved. 'The American Institute of Architects,' 'American Institute of Architects,' 'AA' the AIA Logo, and "AIA Contract Documents' are trademarks of The American Institute of Architects. This document was produced at 10:23:18 CST on 11/18/2025 under Subscription No.20250136182 which expires on 07/04/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo©aiacontracts.com. User Notes: (691 c97ba0704818a2264fe64) Docusign Envelope ID: 5D1 B7EDD-4172-823F-8093-2B0752AB15D4 Exhibit "A" INVISION PLANNING I ARCHITECTURE I INTERIORS November 18, 2025 Greg Ahlhelm Building Official / Commercial Plans Examiner Waterloo Building Department 715 Mulberry Street, 2nd Floor Waterloo, IA 50703 Greg.ahlhelm(a)waterloo=ia.org Re: City Hall — Courier Building Renovations The Schematic Design work that INVISON and MODUS have completed has led to scope and budget changes that affect the design work that the team will need to do. What follows is an outline of the scope of changes from the current INVISION agreement and the fee adjustment to align with those changes. PROJECT CHANGE INFORMATION A. The original assumption was a minor remodel of the interior of the building to separate the public areas from the private staff work areas. The private areas were originally budgeted based on moving into the open office plan that exists today. Instead of that, the updated plan includes significant remodeling, construction of new offices, locker rooms, toilets, and changes to the HVAC and electrical plans. B. The original agreement did not include a code review. However, in the process of developing the plan for the police department INVISION did a high-level code review. This investigation led to a code section that requires buildings with Police Department spaces to have enhanced structural capacity and access to a storm shelter. The plans and budget now include a 1000 square foot ICC 500 storm shelter addition, a generator, and structural changes to make the building meet an elevated risk design. C. INVISION has met with all the department user groups that will occupy the building and the plans reflect their needs. We have based this fee adjustment on the plans that were the results of those meetings. D. INVISION has presented two plan options. One that meets the requested needs of the department representatives, and a second one that reduces the scope of new construction by a small amount. The areas designated for the Police Department remain the same in both options. E. Two cost opinions were provided based on the two Schematic Design options. One by INVISION, and another by Peters Construction. The costs aligned very closely. Peters cost opinion was not included in the original services scope. F. To manage the schedule to complete the design work, INVISION proposes to start immediately on the next phases of design work. We have completed Schematic Design and are ready to move immediately into Design Development and follow with Construction Documents. This will make the bidding documents ready to be issued as soon as the City is ready to make a commitment to construction. INVISION will bill against the original contract agreement until this amendment if finalized. G. Design Schedule: INVISION and our consultants (MEPT:MODUS, Structural:IMEG) expect the Construction Documents can be ready for bidding by the end of March 2026. This is based on acceptance of the more comprehensive Schematic Design Plan as the basis of moving forward. If additional meetings with department user groups are needed, or significant floor plan changes are required, the schedule will be impacted. H. Budget: a. An owner established budget has not been provided. b. The expected project costs are as follows. Attached you will find the specific costs from the cost opinions. The numbers below are rounded. i. Base Bid Construction: $10,200,000. ii. Project Costs (Construction Contingency, Design Fees, owner costs for insurance, special inspections, commissioning, etc.); $2,550,000. iii. Total Project Cost: $12,750,000. iv. Planned alternates to be designed: 1. Roof Replacement. Estimated at $550,000 2. New Rooftop air handling units. Estimated at $500,000. v. Not included and outside the scope of work of this agreement: 1. Civil Engineering work Enriching lives through architecture invisionarch.com 900 MULBERRY STREET DES MOINES, IA 50309 515.633.2941 360 WESTFIELD AVENUE, STE 401 WATERLOO, IA 50701 319.233.8419 6420 SOUTHPOINT PKWY, STE 120 JACKSONVILLE, FL 32216 904.398.3939 Docusign Envelope ID: 5D1 B7EDD-4172-823F-8093-2B0752AB15D4 INVISION PLANNING I ARCHITECTURE I INTERIORS 2. Revisions to the parking lot, and parking garage 3. Changes to the street parking on the 5th street side of the building to support the Police department vehicles. c. Costs will be evaluated again during the Design Development phase. I. Construction Delivery a. This project will be publicly bid with one bid package as a Design -Bid -Build agreement with a cost based on low bid by a general contractor. The work will not be phased. Phasing has been considered and determined that there is no significant way to delay costs by postponing work. J. Form of Contract: a. The changes to the professional services agreement include: i. Adjusted INVISION fee for added scope of work to be designed, documented and bid. ii. Adjusted Consultant fees for added scope of work to be designed, documented and bid. This includes: 1. MODUS Engineering for MEPT scope. 2. IMEG for structural design scope. b. The professional services agreement will be changed by Amendment to the current contract. Attached. UPDATED SCOPE DESCRIPTION A. First Floor: a. Full gut and remodel of the first -floor space to house: i. Police Department ii. Housing Authority b. Reconfiguration of the HVAC, Plumbing, IT, and Electrical systems to accommodate the selected plan c. Evaluation of exterior windows for added security needs. d. Adjustments to the existing entry system for access control. e. 1000 square foot ICC 500 storm shelter. f. Structural system enhancement g. Revisions to fire sprinkler system B. Second Floor: a. Remodel of majority of the space to house: i. Police Department offices ii. Building Departments with multiple secure public transaction counters iii. Support space b. Reconfiguration of the HVAC, Plumbing, technology, and Electrical systems to accommodate the selected plan c. Structural enhancement d. Revisions to fire sprinkler system C. Third Floor: a. Remodel of majority of space to house: i. Mayor and City Attorney Suite ii. Clerks Department Suite with secure public transaction counter iii. Tech services iv. Council Chamber and Mollenhoff Meeting room v. Human Rights Department vi. Community Development Suite with secure public transaction counter vii. Shared resource areas b. Reconfiguration of the HVAC, Plumbing, IT, and Electrical systems to accommodate the selected plan c. Structural enhancement d. Revisions to fire sprinkler system D. Building wide: a. DDC front end system b. Fire Alarm updates c. Emergency Generator Enriching lives through architecture invisionarch.com 900 MULBERRY STREET DES MOINES, IA 50309 515.633.2941 360 WESTFIELD AVENUE, STE 401 WATERLOO, IA 50701 319.233.8419 6420 SOUTHPOINT PKWY, STE 120 JACKSONVILLE, FL 32216 904.398.3939 Docusign Envelope ID: 5D1 B7EDD-4172-823F-8093-2B0752AB15D4 INVISION PLANNING I ARCHITECTURE I INTERIORS PROJECT TEAM 1. INVISION Team will oversee the design of the project. Our team includes Jim Trunell, Kindra Christensen and support staff as needed. Kate Payne will provide project success oversight. 2. MECHANICAL, ELECTRICAL AND PLUMBING, and TECHNOLOGY ENGINEERING These services are included in the amendment to be provided by MODUS Engineering. 3. COST ESTIMATING This amendment includes a fee for Peters Construction to provide cost opinions as outlined below. 4. STRUCTURAL ENGINEERING These services are included in the amendment to be provided by IMEG. 5. CIVIL ENGINEERING We have not included Civil Engineering in this proposal. 6. LANDSCAPE ARCHITECTURE We have not included a Landscape Architect in this proposal. 7. ENERGY MODELING We have not included this in the proposal. 8. SUSTAINABILITY We have not included this in the proposal. If the design develops a need for any additional design team consultants, we will review the options and costs with you and issue an amendment for the additional services. OWNER -PROVIDED CONSULTANTS The project may require additional professional services that would be contracted directly by the City of Waterloo. The following are likely to be required by code or best practice: 1. HVAC commissioning — code requirement based on scope of work. 2. Special Inspections of Structural work — code requirement based on scope of work 3. Soil Boring and Geotechnical report for new construction — required for structural design OVERALL SCHEDULE A. Project Schedule and Deliverables a. SD Phase — Complete but included additional services: More meetings, added cost estimates, extended schedule. i. Two meetings with the Police Department to finalize floor plan ii. Two meetings with Building Committee (needs definition) to finalize floor plan iii. SD Phase 100% drawing set and outline specification for approval iv. SD Phase project cost estimate b. DD Phase — 8 Weeks i. One meeting with each department to review MEPT scope only. No significant changes to the floor plans or schedule will be affected. ii. Building Committee Progress Meeting iii. Two Interior finishes meetings iv. DD Phase 100% drawing set and DD Specification for approval 1. Printed Set will be provided. Billed as reimbursable c. CD Phase — 8 Weeks i. 50% CD Review Page Turn Meeting. 1. Printed set if requested. Billed as reimbursable. ii. 95% CD Page Turn Meeting iii. 100% Bid Set — drawings and specifications. 1. Printed set if requested. Billed as reimbursable. Enriching lives through architecture invisionarch.com 900 MULBERRY STREET DES MOINES, IA 50309 515.633.2941 360 WESTFIELD AVENUE, STE 401 WATERLOO, IA 50701 319.233.8419 6420 SOUTHPOINT PKWY, STE 120 JACKSONVILLE, FL 32216 904.398.3939 Docusign Envelope ID: 5D1 B7EDD-4172-823F-8093-2B0752AB15D4 INVISION PLANNING I ARCHITECTURE I INTERIORS d. Bidding & Negotiations — 6-8 Weeks i. Publish Construction Documents for contractor bidding ii. Bid date TBD iii. Preparation of Construction Contract between Owner and Constructor. iv. City Council approval of bids e. CA Phase — 43 Weeks i. Start Construction ii. Review shop drawings f. This timeframe produces bid results in April 2026 assuming earlier schedule milestones are met. DELIVERABLES AND SERVICES INCLUDED 1. Architectural, Structural, Mechanical, Electrical, and Technology engineering for scope outlined above. 2. Services: a. Architectural: Standard Architectural services to provide Design, Bidding, and Construction Administration services for the project. b. Mechanical, Electrical, Plumbing, and Technology engineering to provide Design, Bidding, and Construction Administration services for the project. c. Structural design for ICC 500 Storm Shelter and structural enhancements to existing structure to meet Risk Level 4 per IBC. d. Site verification of existing conditions. e. Wayfinding signage f. 2-4 Design Development level interior renderings g. Code Review 3. Cost Evaluation a. Design Development level cost opinion. b. Costs will not be included for design or construction of work outside the building. 4. Meetings as described in Schedule section of this letter. SERVICES EXCLUDED A. Services beyond the scope of this letter B. Furniture, Fixtures and other Equipment evaluation or design services a. We can provide a fee to evaluate the available furniture that exists in the building for City reuse. C. Special Exhibit Design. D. Printing and other reimbursable costs CLIENT RESPONSIBILITIES 1. Review and sign off on Schematic Design Plan 2. Review and sign off on Design Development documents 3. Review and sign off on Construction Documents prior to issuance for Bidding 4. Supply existing building documentation 5. Participate in meetings outlined by Design Team to support design process 6. Establishment of Building Committee and timely participation for decision -making. 7. Plan review for code compliance BASE SERVICE FEE A. The current agreement for professional services is $$452,700. a. This includes the amendment fees for structural evaluation of the Courier building structure at 100 E. 4th Street or the Regions Bank/Creative Planning building at 100 E. Park Street. These two assessments were added by amendments 1 & 2 and total $32,700. B. The total updated stipulated sum fee based on the revised Schematic Design Scope of work outlined above is $800,000. The original fee represented 7.76% of the estimated construction cost. The new fee represents 7.11% of the estimated construction cost. C. The revised fee will be distributed by phase billing as follows: Enriching lives through architecture invisionarch.com 900 MULBERRY STREET DES MOINES, IA 50309 515.633.2941 360 WESTFIELD AVENUE, STE 401 WATERLOO, IA 50701 319.233.8419 6420 SOUTHPOINT PKWY, STE 120 JACKSONVILLE, FL 32216 904.398.3939 Docusign Envelope ID: 5D1 B7EDD-4172-823F-8093-2B0752AB15D4 INVISION PLANNING I ARCHITECTURE I INTERIORS Fee % distribution by phase Current Gross Fee Revised Gross Fee after Amendment 3 Difference Prior Billed Remaining Fee by Phase Schematic Design 20.00% $84,000.00 $160,000.00 $76,000.00 $84,000.00 $76,000.00 Design Development 25.00% $105,000.00 $200,000.00 $95,000.00 $51,116.25 $148,883.75 Construction Documents 25.00% $105,000.00 $200,000.00 $95,000.00 $0.00 $200,000.00 Bidding and Negotiations 5.00% $21,000.00 $40,000.00 $19,000.00 $0.00 $40,000.00 Construction Administration 25.00% $105,000.00 $200,000.00 $95,000.00 $0.00 $200,000.00 Amend 1 $22,700.00 $22,700.00 $0.00 $22,700.00 $0.00 Amend 2 $10,000.00 $10,000.00 $0.00 $10,000.00 $0.00 100% $452,700.00 $832,700.00 $380,000.00 $167,816.25 $664,883.75 D. Reimbursable expenses, as needed, will be invoiced at cost with no markup. CONCLUSION Please return a signed copy of the attached Amendment. Please contact me if you have any questions regarding the changes at katep@invisionarch.com or (319) 433-3824. Sincerely, Kathryn A. Payne, AIA Principal, Architect Enriching lives through architecture invisionarch.com 900 MULBERRY STREET DES MOINES, IA 50309 515.633.2941 360 WESTFIELD AVENUE, STE 401 WATERLOO, IA 50701 319.233.8419 6420 SOUTHPOINT PKWY, STE 120 JACKSONVILLE, FL 32216 904.398.3939 Docusign Envelope ID: 5D1 B7EDD-4172-823F-8093-2B0752AB15D4 CONSTRUCTION ESTIMATES PROJECT New Waterloo City Hall PROJECT # 24102 OWNER City of Waterloo DATE 10/10/2025 TO Noel Anderson FROM Jim Trunnell SUBJECT SD Contractor Estimate Results Noel, per your request last week for contractor verification of lnvision's SD estimates, we contracted Peter's Construction to provide estimates of the original SD drawings and the VE drawings. Their estimates are adjacent to Invision's below. INVISION Peter's Construction Cost Variance SD plan $10,245,147 $10,072,327 -$172,820 VE plan $8,322,517 $8,451,324 +$128,807 Project Cost Based on Peter's Construction Estimates SD plan VE plan Estimate (Bid Day) $10,072,327 $8,451,324 Owner Costs (25%) $2,518,081 $2,112,831 FF&E $200,000 $200,000 Subtotal $12,790,408 $10,764,155 Roof Replacement $550,000 $550,000 New Rooftop Units $500,000 $500,000 Civil Work Not in Scope Not in Scope Project Total $13,890,408 $11,864,155 Please let us know if you have any additional questions. We look forward to discussing next steps with you. Jim Trunnell, AIA INVISION Architects INVISION © 2020 INVISION 1