integrated project delivery services request for proposals

https://unitechcm.sharepoint.com/teams/tantalusfirehallno.2-ipd/shared documents/general/team alignment/consultant and trade partner rfp/integrated project delivery services request for proposals.docx

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This Request for Proposals is an invitation by the Owner, District of Squamish, to prospective proponents to submit

proposals for Integrated Project Delivery (IPD) Services for the Tantalus Fire Hall,

The project is located at 404329 Tantalus Road in Squamish, British Columbia, V0N 3G0.

The current site houses an existing firehall, parking and a BC Hydro Statutory Right of Way that backs onto

Highway 99. The locale is predominantly residential with some retail mixed use.

This project is to replace the existing firehall with an essential composite firehall to serve the north side of Squamish.

This firehall will act as a secondary emergency service centre to support Firehall #1 currently under construction in

South end of Squamish. The project includes the demolition of the existing Tantalus Firehall, which has reached the

end of its economic and functional lifespan, as well as moving the temporary firehall currently being used during the

construction of Fire Hall 1 to the Tantalus site. The IPD team is also currently reviewing the possibility of building

affordable housing above the new Fire Hall as either an addition to the current project or as a possible future

expansion.

It is important to understand that the District of Squamish Council has passed a climate emergency resolution, which

can be found at https://squamish.ca/yourgovernment/projects-and-initiatives/completed-projects/2020-completed-

projects/climate-emergency-resolution/. For that reason the Owner is looking for the new facility to be sustainable

and achieve a Net Zero Energy [NZE] status. The Owner will require a building that is carbon neutral and/or passive

built.

For more details on the status of this project please refer to the Project Documents to Date.pdf attachment.

The intent of this RFP is to solicit proposals for the following consultant and trade partner packages as further

described in 2.0 Role of Members below:

D-003 Mechanical Design Partner

D-004 Mechanical Trade Partner

D-005 Electrical Design Partner

D-006 Electrical Trade Partners

D-007 Structural Design Partner

Once these team members have been contracted, the IPD Team will determine whether further procurement is

necessary for other consultants and trade partners that will also join the IPD Agreement.

The Owner is looking to assemble a highly collaborative team using the Integrated Project Delivery (IPD) model.

Proponents are strongly encouraged to ensure they fully understand the Integrated Project Delivery (IPD) Model

before responding to this proposal. This is not a traditional contract or agreement and is different from other

procurement approaches.

The successful team will be contracted equally though the CCDC30 Integrated Project Delivery Contract 2018

Agreement as modified by the Supplementary General Conditions included in Part 3 of this RFP. A blank version of

the CCDC30 Integrated Project Delivery Contract 2018 agreement has been included under Appendix C and should be

reviewed and understood before responding. The IPD Agreement will supersede the Interim Agreements at the

conclusion of a successful Validation Phase.

https://squamish.ca/yourgovernment/projects-and-initiatives/completed-projects/2020-completed-projects/climate-emergency-resolution/

https://squamish.ca/yourgovernment/projects-and-initiatives/completed-projects/2020-completed-projects/climate-emergency-resolution/

The Owner is seeking to add to our IPD Team as described under Part 1 Section 1.0 of this RFP. This team will form a partnership with the Owner to validate, design and construct this Project. Additional partners may be on-boarded later, which will be determined as the Validation process progresses by the Team. Proponents should not supply sub-contractors at this stage. Services required from each team member shall include, but not be limited to the following: D-003 Mechanical Design Partner

1. Provide qualified Mechanical Design Representatives that will use their knowledge and expertise to facilitate,

lead and participate in the:

a. Senior Management Team “SMT”

b. Project Management Team “PMT”

c. Mechanical Project Implementation Team “PIT”

d. Any other PIT’s that would benefit from the team members knowledge and expertise

2. Provide continuous estimating, sketches, and details for the purposes of mitigating risk to achieve proof of

concept and price certainty.

3. Promote the Integrated Project Delivery (IPD) model at all levels and innovate with new Lean initiatives,

including but not limited to, utilizing the Last Planner pull planning methodology and reliable participation in

Big Room Meetings.

4. Commit to collaboration and communication by adapting to and integrating tools implemented by the team

such as Microsoft Teams, Smart Sheets, and Building Information Modelling “BIM” via Autodesk Revit, as well

as other tools implemented by the PMT as validation progresses.

5. Provide continuous feedback and present opportunities of accelerating the project schedule with the use of

different mechanical systems and lean initiatives.

6. Provide risk mitigation strategies from team alignment to end of construction that actively develop and

analyze risks for the project. This includes open and supportive dialogue in weekly meetings on ways to

mitigate risks on the project.

7. Provide active involvement in estimating, budgeting, and forecasting. This includes providing expertise

regarding availability of systems and material, escalation costs, and new technology.

8. Contribute to the “Validation Report” at the end of the validation stage.

9. Upon successful completion of validation process, work with the project team to produce only the necessary

implementation documents which may include but not be limited to working drawings and specifications as

well as support the project team to efficiently construct the facility.

10. Provide team members with expertise on energy modeling, sustainability and “net zero” components to assist

the IPD team to meet the Owners sustainability requirements.

D-004 Mechanical Trade Partner

1. Provide qualified Mechanical Trade Representatives that will use their knowledge and expertise to facilitate,




c. Mechanical Project Implementation Team “PIT”






Big Room Meetings.

















D-005 Electrical Design Partner

1. Provide qualified Electrical Design Representatives that will use their knowledge and expertise to facilitate,




c. Electrical Project Implementation Team “PIT”






Big Room Meetings.

















D-006 Electrical Trade Partner

1. Provide qualified electrical Trade Representatives that will use their knowledge and expertise to facilitate, lead

and participate in the:



c. Electrical Project Implementation Team “PIT”






Big Room Meetings.

















D-007 Structural Design Partner 1. Provide qualified Structural Design representatives that will use their knowledge and expertise to facilitate,




c. Structural Project Implementation Team “PIT”






Big Room Meetings.

















The Owner has selected an integrated approach to optimize this Project’s outcomes. The following key concepts will form the core of our performance expectations for the team and will therefore guide us in our final selection of appropriate team members. Committed Collaboration All team members in an integrated project must understand the value of collaboration and be committed to working as a team always with the best interests of the Project in mind. Team Alignment and Incentives We will seek participants who understand how the integrated process benefits them, and as a result the entire team. We want participants who know how to add value early in the process rather than to merely react to issues as they are presented. Innovation and Decision Making The free exchange of ideas amongst all participants leads to innovation. Ideas will be judged on their merits, not on the author’s role or status. To the greatest practical extent, decisions will be evaluated and made by the team. Early Involvement of Key Participants The key participants will be involved from the earliest practical moment, allowing for more balanced and informed ideas and decisions Early Goal Definition Integrated teams develop their agreed project goals early. These project goals are developed, refined, agreed upon and respected by all participants. Participants must focus on project outcomes, within a framework of individual participant objectives and values that reflect project goals and priorities. Intensified Planning The integrated approach recognizes that increased up-front effort in planning results in increased efficiency and savings during execution. The aim of the integrated team is to dramatically improve the design results which, as a result, will shield participants from unknown or surprise changes in design, insufficient or inconsistent documentation, coordination risk, estimating risk, and in turn, streamline and shorten the construction schedule to the benefit of all participants. Open Communication To support an integrated team’s performance, participants need to adopt open, direct, and honest communication. The Project team will be a no-fault culture with an appetite for jointly identifying and solving problems pro-actively, rather than ascribing liability after the fact. Appropriate Technology Helpful technology will be agreed upon by the team at project initiation to maximize functionality, generality, and interoperability. The productive use of BIM [Building Information Modelling] as a design, analysis and documentation tool will be assessed carefully based on its relative utility to team participants. Similarly, project collaboration software will be evaluated as a team benefit. Organization and Leadership The integrated team is an organization, with all its members committed to the stated goals and values. Leadership is vested in those with the most capability in the specific work or service, but it does not always follow strict

professional lines. The more integrated the participant, the more likely he or she will be entrusted by the team with stewardship or advocacy responsibilities for major parts of the design evolution. Often this will be a question of temperament as much as competence.

The Main Contact for this Request for Proposal is

Anthony Jeffery, Manager of Procurement

District of Squamish

Phone: 604.389.9042

Email: [email protected]

Proponents and their representatives are not permitted to contact anyone on the current project team, other than

the RFP Contact, concerning matters regarding this RFP. Failure to adhere to this rule may result in the

disqualification of the proponent and the rejection of the proponent’s proposal.

The following terms and conditions will apply to this Request for Proposal and to any subsequent contract. A

Proponents submission of a proposal in response to this Request for Proposal indicates acceptance of the terms

that follow and of all terms that are included in all addenda issued to this RFP.

.1 The RFP documents, or any portion thereof and any other confidential information to which a Proponent

may have access because of this RFP process, may not be used by a Proponent for any purpose other than

submission of Proposals.

.2 By submitting a Proposal, every Proponent agrees not to divulge, release, or otherwise use any information

that has been given to it or acquired by it from the owner on a confidential basis because of or during the

RFP process.

The selected proponent will be requested to enter negotiations to finalize interim agreement(s) with the Owner for

the provision of the deliverables during validation. This negotiation may include auditing of hourly rates and overhead

mark ups provided. The interim agreement will be in the form of a purchase order issued to the selected proponent

based on the hourly rates and mark ups provided in the pricing section of the proponent’s response. It is the Owner’s

intention to enter into individual interim agreements with all selected proponents individually. The term of the

interim agreement is to be in effect until completion of Validation Phase when the CCDC 30 Integrated Project

Delivery Contract 2018 shall supersede the interim agreement. If the program fails to successfully validate prior to the

expiry of the interim agreement, it shall be dissolved per the terms and conditions and be closed.

Proponents must not, in relation to this RFP or the evaluation and selection process, engage directly or indirectly in

any form of political or other lobbying whatsoever to influence the selection of the successful proponent(s)

mailto:[email protected]

The following RFP timeline is tentative only and may be changed by the owner at any time.

Issue Date of RFP October 8, 2021

Program Information Session (via Teams) for Proponents to receive information and ask questions regarding the RFP, the Deliverables, and the IPD approach, to assist in preparing your proposal. To access this Information Session please click on the following link: https://teams.microsoft.com/l/meetup-join/19%3ameeting_Y2JiY2RkYTEtMmQ2YS00NzJjLTg3YzUtYTRlZGY2YjY2ZGQ2%40thread.v2/0?context=%7b%22Tid%22%3a%22974412c2-8928-41ca-bb65-41e797e5d43c%22%2c%22Oid%22%3a%22607ae614-f89f-4538-a483-7504bfcd4d0f%22%7d

Monday October 25, 2021, 10:00 AM PST

Deadline for Questions October 29, 2021, at 16:00 PST

Deadline for Issuing Addenda November 3, 2021, at 16:00 PST

Submission Deadline November 10, 2021, at 14:00 PST

Proponents are solely responsible for their own expenses in preparing a proposal and for subsequent interviews and

or contract negotiations, if any. The Owner will not be liable to any Proponent for any claims, whether for costs or

damages incurred by the Proponent in preparing the proposal, loss of anticipated profit in connection with any final

Contract, or any other matter whatsoever.

All enquiries shall be directed to the contact defined under Section 2 above. All Proponents are directed to and

assumed to have examined and reviewed all documentation, so that they are fully conversant with and understand

the conditions, which will affect the execution of the contract. Proponents who find any discrepancies, omissions,

ambiguities, or conflicts in or among the documents or are in doubt as to their meaning should bring question to the

attention of the defined contact not later than five (5) working days prior to date for receipt of proposals. The IPD

Team will review questions and when information sought is not clearly indicated or specified, will issue a clarification

bulletin or Addenda. No team member will make or be responsible for any oral instruction. All addenda or answer to

any questions or queries will be issued three (3) working days prior to date for receipt of proposals. Failure of the

Proponent to obtain written clarification of questions prior to proposal closing will permit the Owner, to make its own

interpretation of the proposal response.

Proposals must be submitted electronically through the Bidding System at https://squamish.bidsandtenders.ca/ The Owner will not accept proposals submitted by any other method. Proposals will only be accepted if they are received by the Bidding System by no later than the Submission Deadline. The Submission Deadline will be determined by the Bidding System clock. The timing of the proposal submission is based on when the proposal is received by the Bidding System, regardless of when the Proponent began the submission process. Onus and responsibility rest solely with the Proponent to ensure its proposal is received by the Bidding System by no later than the Submission Deadline. Proponents are advised that transmission of proposals can be delayed due to file transfer size, transmission speed and other issues. Proponents are strongly encouraged to allow sufficient time to upload their proposal submission and attachment(s), if applicable, and to resolve any issues that may arise. Proponents making submissions near the Submission Deadline do so at their own risk. The Bidding System will send a confirmation email to the Proponent

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https://squamish.bidsandtenders.ca/

advising that their proposal was successfully received. All proponents shall have a Bidding System vendor account and be registered as a plan taker for this opportunity, which will enable the proponent to download the solicitation document, to receive addenda email notifications, download addenda and submit their proposals electronically through the Bidding System. Proponents are cautioned that the timing of their submission is based on when the proposal is received by the Bidding System, not when a proposal is submitted by a proponent, as transmission can be delayed due to file transfer size, transmission speed or other technical factors. For the above reasons, the Owner recommends that proponents allow sufficient time to upload their submission and attachment(s) (if applicable) and to resolve any issues that may arise. The closing date and time shall be determined by the District Bidding System web clock. Proponents should contact the RFP Contact at least twenty-four hours prior to deadline if they encounter any problems. The Bidding System will send a confirmation email to the proponent advising when the proposal was submitted successfully. If proponents do not receive a confirmation email, they should contact the RFP Contact immediately. To ensure receipt of the latest information and updates via email regarding this opportunity, or if a proponent has obtained this solicitation document from a third party, the onus is on the proponent to create a Bidding System Vendor account and register as a plan taker for the opportunity at https://squamish.bidsandtenders.ca/ It is the responsibility of the proponent to be aware of the date, time and place of proposal closing and of any addenda or supplementary information issued. Proposals received after the advertised time and date of closing may or may not be considered by the Owner.

The Owner’s objective is to select the proposal that it considers in its sole and absolute discretion, to be most advantageous or to provide the best overall value to it. The Owner reserves the right, at any time and from time to time, in its sole discretion and without any liability to any Proponent: 1. to terminate or suspend this Request for Proposal, before or after receipt of Proposals 2. to reject all Proposals 3. to clarify any Proposal before or after the Closing Time by seeking further information from any or all

Proponents. 4. to waive any requirement of the Request for Proposal 5. to accept or reject, at its sole election, any Proposal, including a non-compliant Proposal that is incomplete,

obscure, or irregular or which contain qualifications, omissions, or corrections (unless in the sole judgment of the Owner, such non-compliance is in respect of a material element of the Proposal and would give a Proponent an unfair advantage in the Request for Proposal process)

In consideration of the Owner agreeing to receive and review the Proposal and as a term of the submission of the

Proposal, the Proponent does hereby waive and release the Owner, its officers, directors, employees, agents, other

IPD team members and contractors of and from all claims that arise from or any way relate to this request for

Proposal, the evaluation, acceptance or rejection of the Proposal, whether such claim arises pursuant to contract,

tort, statutory duty, law, equity, any actual or implied or alleged duty of fairness, duty to negotiate in good faith or

duty of full disclosure, or otherwise.

The Owner will receive proposals through the Bidding System and reserves the right to open proposals in private with the Senior Management Team at its sole discretion.

All documents, including proposals, submitted to The Owner becomes the property of the Owner. They will be

received and held in confidence by the Owner, subject to the provisions of the Freedom of Information and

Protection of Privacy Act.

https://squamish.bidsandtenders.ca/

Any team member whose work is unsatisfactory to the IPD team and is considered by the team to be unskilled or

reasonably objectionable shall be dismissed from the work upon written notice and an acceptable replacement will

be supplied by the employer who the dismissed team member worked for.

Proponents may request a debriefing after receipt of a notification of the outcome of the procurement process. All requests must be in writing to the RFP Contact and must be made within sixty (60) days of such notification.

The evaluation team will evaluate and compare all proposals to determine the proponent's strength and ability to provide the services to determine the proposal which is most advantageous to the Project Team. The evaluation team will not be limited to the criteria referred to below, and the evaluation team may consider other criteria that the team identifies as relevant during the evaluation process. The evaluation team may apply the evaluation criteria on a comparative basis, evaluating the proposals by comparing one proponent's proposal to another proponent's proposal. All criteria considered will be applied evenly and fairly to all proposals. The evaluation team reserves the right to not complete a detailed evaluation of a proposal if the evaluation team concludes, having undertaken a preliminary review of the proposal, that the proponent or proposal as compared to all the proposals is not in contention to be the selected proposal. The following sets out the categories, weightings, and descriptions of the evaluation criteria of the RFP.

Evaluation Criteria Category Weighting (Points)

Criteria 1: Mandatory Criteria N/A

Criteria 2: Desirable Criteria 80

1. Executive Summary 2

2. Firm Background and Qualifications 8

3. Proponents Approach 20

4. Previous Experience with Similar Projects 15

5. Project Team Members Proposed for this Project 20

6. Social & Environmental Considerations 15

Criteria 3: Cost Criteria (See Appendix A Pricing Form) 20

Total Points Prior To Interviews 100

Criteria 4: Interview 50

Total Points 150

Respondents are requested to submit a proposals response that include answers to all the questions below laid out in the following format and specifically detailing the following information:

Submissions must include responses to the following Mandatory Criteria. If a proposal fails to satisfy all mandatory submission requirements, its proposal will be rejected. a. Each proposal response must include one completed Pricing Form (Appendix A) FOR EACH FIRM INVOLVED in the

response that complies with all instructions. b. Each proposal response must include confirmation of required General Liability Insurance Coverage (Minimum $5

Million) c. Each proposal response must include confirmation of required Automobile liability Insurance Coverage (Minimum $2

Million) d. Each proposal response must include confirmation of being in good standing with WorkSafe BC e. The consultant portion of each proposal response must include confirmation of Professional Liability Coverage with a

minimum of $1,000,000. Coverage for each claim with a $2,000,000 aggregate.

Submissions should include responses to the following desirable criteria: 1. Executive Summary

Provide a one- or two-page executive summary that summarizes the proposal and highlighting the key elements of the Proponent’s response.

2. Firm Background and Qualifications

a. General firm information including i. Years in the business

ii. Location iii. Size (people and volume) iv. Areas of expertise

b. Brief history of all firms involved c. Corporate qualifications, resources, and the ability of each firm to undertake this project d. Roles and responsibilities of the individual firms and demonstration of each’s willingness to collaborate and

perform as a team e. Current capacity and availability to participate in this project f. Capability to utilize BIM / REVIT tools on this project including a description of past modeling experience. For

design partner responses a description of modelling strategy that meets accepted BIM / Autodesk Revit modelling standards, including meeting the following Level Of Design (LOD) Schematic Design – 200, Design Development – 300, Construction Documents – 300-350

3. Proponents Approach to:

a. Collaboration on this project and examples of how the proposed approach has been implemented on other projects.

b. Innovation and ideas for this project and examples of past successes. c. Communication on this project and examples of how the proposed approach has been successful on past

projects. d. Establishing and maintaining goal alignment on this project and examples of how the proposed approach has

been successful on past projects. e. Your roles during Validation, Design, Construction, Commissioning & Post-Commissioning Phases of the project f. Your roles on the Senior Management Team, Project Management Team and Project Implementation Teams.

4. Previous Experience with Similar Projects in size, type and approach including:

Describe at least three (3) projects carried out by the firms within the last five (5) years that clearly demonstrate your experience in participating in projects similar in size, scope, value, and approach to this project. Please include: a. Description of the delivery method that was used to deliver the project b. Description of the projects demonstrating how they are like proposed Tantalus Firehall project including specific

experience with post disaster construction in British Columbia. c. Project value d. Dates started and completed e. Names of firm’s personnel involved f. Description of the collaborative approach to project delivery. g. Description of lean methodologies used h. Description of project specific requirements example (Energy Modeling, Net Zero, Carbon Neutral) i. Client, architect and prime contractor reference contact phone and email

5. Project Team Members Proposed for this Project including:

a. Identify all personnel involved in the project with brief resumes that include their qualifications and related experience on IPD or other collaborative projects will make them well suited for this team. Include the role that would be played by the key individuals including Senior Management Team Member, Project Management Team Member, Project Implementation Team Member and their capacity to take on those roles.

b. If more than one company is involved in this submission, provide a rationale, and describe the legal structure you are contemplating. Indicate the approximate level of involvement by each company and the areas of expertise to be provided by each company.

6. Social and Environmental Considerations including:

a. Environmental & GHG Considerations: i. Identify any carbon entrapment, cost feasible plant-based materials, energy efficiency, water quality and

conservation that could be employed on this project. ii. Describe metric and accountability systems for reducing building life cycle Green House Gas emissions,

construction waste reduction and environmentally friendly water/wastewater/stormwater management. iii. Describe and provide up to three (3) examples where the proponent has employed innovative technology,

Green House Gas reduction during/after construction, management systems and approaches that have provided additional value to clients in past projects.

b. Social Considerations i. Does your organisation have strategies around inclusive employment practices to provide opportunities for

indigenous peoples, youth, or persons with disabilities? ii. Does your organization have a skills development and training program in place for your staff? If you do,

what does the program entail and how many staff have taken advantage of the program over the last year? iii. Are you a small business (defined as less that 99 employees), local business or social enterprise? How can

this project be leveraged to inject additional dollars and social value into the community?

a. Proposals must include one completed Appendix A: Pricing Form for each firm involved in their proposal response. b. Rates must be provided in Canadian funds, inclusive of all applicable duties and taxes except GST. c. Pricing will be scored based on a variance pricing formula using the rates set out in the pricing form. Each proponent

will receive a percentage of the total possible points allocated to price for the category it has submitted a proposal for, which will be calculated in accordance with the following formula: i. The proposal with the lowest cost will be awarded 100% of the available 20 points.

ii. Higher cost proposals will be awarded fewer points based on the following calculation: ((Lowest price ÷ proponents’ price) x 20)

It is anticipated that the Owner will select up to three (3) of the highest evaluated proponents to proceed to the interview stage. Interviews will be up to an hour in length. You will be required to give a brief presentation which will be follows by a collaborative question and answer session. Your brief presentation should answer the following questions: a. What added value would you bring to the project compared to other IPD Teams? b. How will your team interact as part of the IPD Team? c. What unique design and construction challenges do you see with the proposed project? d. Why are you the best for this project to meet the defined scope of work?

Supplementary General Conditions to the CCDC 30 document will be created as a team through the Validation process.

Submitted By Firm Name(s): __________________________________________________________________________

Pricing for Package D- __________________________________________________________________________

To: District of Squamish

Anthony Jeffery, Manager of Procurement

Phone: 604.389.9042, Email: [email protected]

Firm Profit Percentage: __________________________________________________________________________

This percentage will be used to calculate your portion of the established risk pool distribution defined under SCHEDULE A –

RISK POOL DISTRIBUTION and will be based on the validated construction cost, currently estimated to be between 8 and 12

million.

Firm Overhead Percentage: __________________________________________________________________________

This percentage will be calculated on top of the Base Hourly Costs described below to make up for all items detailed in

SCHEDULE B – ALLOWABLE COSTS of the CCDC 30 (attached) not including items .1 and .2 which make up the Base Hourly Cost.

These costs may be audited during the contract negotiation period.

Personnel Name IPD Team Members Main

Role

Base Hourly

Cost* (Excluding

Overhead &

Profit

Overhead

Percentage **

(Article 5.2)

same as above

Overhead

Amount

(Article 5.2)

Total

Hourly

Charge

Estimated

Hours to

Complete

Validation ***

Total Key

Individual

Cost

Total Estimated

Cost

* Includes costs referred to in SCHEDULE B – ALLOWABLE COSTS of the CCDC 30 (attached) items .1 and .2.

Please use the Base Hourly Cost Calculator.xlsx document to assist with calculating your Base Hourly Cost.

** A Percentage of the Base Hourly Cost to reimburse you for all other items detailed in SCHEDULE B – ALLOWABLE COSTS

of the CCDC 30 (attached) not including items .1 and .2. Please use the Overhead Percentage Calculator.xlsx document

to assist with calculating your Overhead Percentage.

*** Allocate approximately 120 hours between your team members described above

Version:

Date:

ESTABLISHMENT OF RISK

POOL

RISK POOL ADJUSTMENTS MILESTONE PAYMENTS

IPD Party Profit Percentage

At Acceptance

of Validation

Report

Upon Acceptance

of Added Value

Incentive Items**

Upon Acceptance

of Final Target Cost

Upon Completion of Warranty

Phase

Milestone 1***

Milestone 2

Milestone 3+

End of Warranty

Phase

Construction Budget

Contractor $ $ $ $ $ $ $ Consultant $ $ $ $ $ $ $

Other IPD Party

$ $ $ $ $ $ $

Other IPD Party*

$ $ $ $ $ $ $ $

Other IPD Party*

$ $ $ $ $ $ $ $

Other IPD Party*

$ $ $ $ $ $ $ $

Other IPD Party*

$ $ $ $ $ $ $ $

Other IPD Party*

$ $ $ $ $ $ $ $

Other IPD Party*

$ $ $ $ $ $ $ $

Added Party*

TOTAL RISK POOL

$ $ $ $ $ $ $ $

*as necessary

**add columns as necessary to address any additional Added Value Incentive Items throughout the project

***in most cases, Milestone 1 is the acceptance of the Validation Report

+ insert the Milestones as identified in the Validation Report

COSTS

.1 salaries, wages and benefits paid to personnel in the direct employ of the Design/Construction Team members under a salary or wage schedule agreed upon by the Owner and the Design/Construction Team, or in the absence of such a schedule, actual salaries, wages and benefits paid under applicable bargaining agreement, and in the absence of a salary or wage schedule and bargaining agreement, actual salaries, wages and benefits paid by the Design/Construction Team, for personnel: (1) stationed at the Design/Construction Team field office, in whatever capacity employed; (2) engaged in expediting the production or transportation of material or equipment, at shops or on the road; (3) engaged in the preparation or review of shop drawings, fabrication drawings, coordination drawings,

and Project record drawings; or

(4) engaged in the processing of changes in the Design Services or in the Work. .2 contributions, assessments or taxes incurred for such items as employment insurance, provincial or territorial

health insurance, workers' compensation, and Canada or Quebec Pension Plan, insofar as such cost is based on wages, salaries, or other remuneration paid to employees of the Design/Construction Team and included in the cost of the Work;

.3 travel and subsistence expenses of the Design/Construction Team's personnel;

.4 all products including cost of transportation thereof;

.5 materials, supplies, construction equipment, and temporary work, including transportation and maintenance thereof, which are consumed in the performance of the Work, and cost less salvage value on such items used but not consumed, which remain the property of the Design/Construction Team;

.6 hand tools greater than a value of $ , not owned by the workers, including transportation and maintenance thereof, which are consumed in the performance of the Work, and cost less salvage value on such items used but not consumed, which remain the property of the Design/Construction Team;

.7 all tools and construction equipment, exclusive of hand tools used in the performance of the Work, whether rented from or provided by the Design/Construction Team or others, including installation, minor repairs and replacements, dismantling, removal, transportation, and delivery cost thereof;

.8 all equipment and services required for the Design/Construction Team’s field office;

.9 deposits lost;

.10 the cost of disbursements of the Consultant and other consultants engaged to perform such Design Services;

.11 costs paid to subcontractors and subconsultants;

.12 quality assurance such as independent inspection and testing services;

.13 charges levied by authorities having jurisdiction at the Place of the Work;

.14 royalties, patent license fees and similar charges for intellectual property rights;

.15 any premiums for all bonds and insurance which the Design/Construction Team is required, by the Contract Documents, to purchase and maintain;

.16 any taxes, other than Value Added Taxes, and duties for which the Design/Construction Team is liable;

.17 removal and disposal of waste products and debris;

.18 safety measures and requirements;

.19 such further allowed costs as listed below*:

* Parties should consider and address other potential items of allowed costs, e.g. Small hand tools and consumables, etc.