UMD - AILRC Synergy Project Project # 03-529-15-1487 Addendum # 2 October 8, 2015 Respondents must acknowledge receipt of this Addendum in their Request for Proposal (RFP) Cover Page and Declaration (Attachment A). Please note the following question(s) and response(s): 1. We attended the Pre-Proposal Meeting & have reviewed the RFP and we still are not understanding what the University is actually looking for. The Pre-Design document & Project Budget look very complete & completed by a reputable architect & contractor. Is the University looking to revisit the Pre-Design, update the Proposed Budget or start over with a new Pre-Design? With Cina Hall under construction, is this Pre-Design an update prior to Phase 2? Can you clarify for us just want the U of M/UMD are looking for. Response: The predesign work we are asking the consultant to do is take what has already been done and verify that it is still applicable. In addition, the consultant will be required to update program, costs and schedule. In the end, there should be a written document with all the components noted in the Predesign Outline document that has been included with this addendum.

PREDESIGN OUTLINE FOR CAPITAL PROJECTS University of Minnesota

February 2014

Predesign is the stage in a project’s development during which the purpose, scope, cost, and schedule of a proposed project are defined and instructions to design professionals are produced. This planning activity and documentation is required to achieve a successful outcome for major capital projects at the University of Minnesota. The following outline identifies the content and organization of predesign documentation. This documentation is necessary to:  Determine the program, scope, budget, and schedule for proposed projects  Provide detailed project information to the University administration and to the Board of Regents before any project is included in the annual capital budget  Provide instructions to design professionals (Architects and Engineers) in sufficient detail to support commencement of schematic design  Provide supporting information for projects in the University’s capital request to the state  Comply with the requirements of Minnesota Statutes 16B.32 for energy conservation and sustainable design  Comply with the requirements of Minnesota Statutes 16B.33 for state designer selection board requirements  Comply with the requirements of Minnesota Statutes 16B.335 for state funded projects  Ensure comparability with State of Minnesota Predesign Manual for Capital Budgets, http://www.leg.state.mn.us/docs/2013/other/130408.pdf When the final predesign document is complete, certification by a State of Minnesota Registered Architect is required for all University of Minnesota projects regardless of funding source or college/unit served. For State funded projects, the final predesign submitted to the State of Minnesota Commissioner of Administration also requires certification by a State of Minnesota Registered Architect. Not all element of this outline apply to all projects. Although a predesign analysis is required for all projects of more than $500,000, only the sections and elements that are relevant to a particular project need to be addressed. The predesign documentation for small-scale projects may be very brief. Large scale projects with major financial, strategic, or community related impact required more in-depth analysis. Please contact Capital Planning & Architecture (612624-3565 Monique MacKenzie, 612-625-4454 Ian Baebenroth, or 612-624-4359 Jim Litsheim) for assistance in determining which elements apply to specific projects. In preparing the necessary predesign documentation, please refer to the University of Minnesota Capital Planning & Project Management Project Delivery Model Workbook http://www.cppm.umn.edu/assets/pdf/CPPM_Workbook.pdf for additional goals, objectives, roles and responsibilities, and procedural requirements that collectively describe the University’s delivery model. Statement of Need (Prepared by the Sponsoring Unit - Represents an expansion of information provided in compact proposals)  Justification for the facility needs:

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PREDESIGN OUTLINE FOR CAPITAL PROJECTS University of Minnesota

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Brief description of proposed needs Objectives and expected outcomes of proposed project Instructional, research, and outreach functions to be addressed Statutory requirements or other mandates (if any) Relationship to the University’s strategic academic plan Current facility deficiencies/inadequacies related to the program Program Analysis (Prepared by Sponsoring Unit in collaboration with Capital Planning & Project Management and the Office of Space Management)  Description of current and projected: Personnel (faculty and staff, percentage of appointment) Enrollment Credit hours and weekly contact hours for academic courses Research activities  Description of the functional requirements of users: Program activities to be accommodated Physical and functional requirements to be achieved Special equipment needs Applicable standards  Results of the Minnesota Facilities Model (MFM) audit  Evaluation of alternatives for addressing facility needs Space reallocation Remodeling New construction  Preliminary space program  Identification of relocation and swing space needs Financial Analysis (Academic Business Plan) (Prepared by the Sponsoring Unit in collaboration with the Office of Budget and Finance. Represents an expansion of information provided in compact proposals)  Documentation of current projected: Research revenue and expenses Tuition generated by the program Other revenues and expenses  Fundraising feasibility statement from appropriate unit: University of Minnesota Foundation Medical Foundation College (Approval of Program Statement by senior administration is required at this point before addressing facility solutions)

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PREDESIGN OUTLINE FOR CAPITAL PROJECTS University of Minnesota

February 2014

Facility Program Development (Prepared by Architect and Engineer(s) of Record in collaboration with Sponsoring Unit for review with Capital Planning & Architecture)  Definition of detailed facility program for selected site  Review of existing Facility Condition Analysis  Forensic analysis of building conditions (if necessary to augment FCA)  Evaluation of historic preservation status and requirements  Identification of scope of construction required to achieve facility program  Technology plan  Operation and maintenance requirements  Statutory requirements  Specialty requirements  Project procurement and delivery options  Benchmarking with comparable projects  Conceptual drawings of the recommended solutions in sufficient detail to: Illustrate the project scope Test the adequacy of the space allocation Provide a basis for accurate preliminary cost planning. Site Analysis (Prepared by Architect and Engineer(s) of Record for review with Capital Planning & Architecture, Environmental Health & Safety and Facilities Energy Management/Utilities)  Identification and evaluation of alternative sites (new construction & expansion only) Master Plan directives Historical preservation requirements Campus development implications  Identification of infrastructure needs (All projects) Utility infrastructure Technology infrastructure Access and circulation (pedestrian, service, bicycles) Parking (handicapped, official vehicle, service vehicle, vendor, contract, bicycle)  Assessment of subsurface hydrology and storm water management requirements for the site Environmental/Hazardous Material Analysis (Prepared by Architect and Engineer(s) of Record and the FM Hazardous Materials Team in collaboration with the Sponsoring Unit)  Survey of existing environmental conditions  Analysis of laboratory activities and types/amounts of chemicals to be used  Special exhaust and filtration requirements  Assessment of air emissions sources, including proposed emergency generators Code and Safety Analysis (Prepared by Architect and Engineer(s) of Record for review with U/M Code Officials)  Review of code deficiency survey

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Determination of building code hazard classification Analysis of code requirements Security requirements

Sustainability Analysis (Prepared by Architect and Engineer(s) of Record to meet current Minnesota B3 Guidelines)  Assessment of energy conservation, sustainability, and carbon emissions: Energy conservation design initiatives to be applied Sustainability goals and strategies Alternative energy uses and associated systems Cost Analysis (Prepared by Architect and Engineer(s) of Record for review with Construction Professional and CPPM Project Manager, or provided by Construction Professional as directed by CPPM Project Manager)  Cost estimates Construction costs Relocation and swing space costs Non-construction costs Projected cash flow for funding (based on project schedule) Current year and projected annual facility operating costs Annual capital depreciation  Cost management strategies  Documentation of cost information Assumptions upon which estimates are based Benchmarking with comparable projects Project Schedule (Prepared by Architect and Engineer(s) of Record for review with CPPM Project Manager)  Implementation schedule Funding Approvals Design Bidding or Guaranteed Maximum Price Construction Occupancy Design Guidelines (Prepared by Architect and Engineer(s) of Record for review with Capital Planning & Architecture)  Master Plan/district guidelines  Site guidelines  Architectural design guidelines Community/Neighborhood Impact Assessment

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(Prepared by Architect and Engineer(s) of Record for review with Capital Planning and Architecture, and University Relations as directed by CPPM Project Manager)  Community/neighborhood issues  Neighborhood impacts and proposed mitigation: Traffic/transportation/parking Pedestrian access and circulation Architectural/open space integration Noise and air pollution Safety Student Impact Assessment (Prepared by the Sponsoring Unit. Represents an expansion of information provided in compact proposals)  Short-term disruption to student life and proposed mitigation  Long-term benefits to students Gender Equity Impact Assessment (projects for intercollegiate athletics only)  Statement regarding impact of project on University’s Title IX compliance requirements Contact Checklist At a minimum, the following units should be consulted during the predesign process to determine if they have issues or needs that will affect the program and cost of the subject facility.  Capital Planning & Project Management  Capital Planning and Architecture  Office of Space Management  Office of Budget and Finance  Facilities Management  Energy Management/Utilities  District Manager  Operations  Landcare  BSAC  University Code Official  Department of Environmental Health & Safety  Central Security  Office of Information Technology/Networking & Telecommunications Services  Parking & Transportation Services  University Dining Services/Vending  Classroom Management/Classroom Engineering  Disability Services  University Relations  University Real Estate Office

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