May 31, 2004

Mr. Henry Kunowski

Portland Parks & Recreation

Planning & Development

1120 SW Fifth Avenue, Suite 1302

Portland, OR 97204

RE:  Scope and Fee Adjustment

 South Waterfront Greenway Development Plan, Contract No. 34845

Dear Henry:

Based on our current conversations and correspondence, we propose the following adjustments to our scope and fee for the South Waterfront Greenway project.

We have successfully completed our contracted items 1.1 through 2.5. During the process, we have been asked to perform services beyond our contracted scope of work. These services have been performed to assist Parks in facilitating the extensive dialogue with the property owners, the jurisdictional agencies, and the City regarding the project.

Additional work to date has included:

▪  Preparation and attendance of meetings with the City’s Core Team.

▪  Preparation and attendance of meetings with Parks beyond those within our contract.

▪  Management and coordination with the City-selected artist, Buster Simpson.

▪  Providing prints and reproducibles for the City’s and property owners’ use.

▪  Coordination with City bureaus, ongoing assistance with discussions with property owners, and consultation with Parks.

The cost of these services beyond our contract amount is $13,000.00.

REVISED REMAINING SCOPE

Items 2.6 through 4.4 remain to be completed within our contract. Based on our mutual understanding of the additional effort and coordination necessary to successfully complete the work, we have agreed to provide the following Revised Scope of Work within a definitive schedule.

The following scope is intended to replace tasks 2.6 through 4.4 identified in Exhibit ‘A’ of Contract No. 34845, as amended (South Waterfront Greenway Development Plan).

2.0  Concept & Schematic Design Options

2.6  Prior to the refinement to Schematic Design, we will attend one meeting each with representatives from: two key property owners: WDD and Zidell, a Federal Natural Resource Agency, and BES to discuss their current plans and thinking. Based on City and property owner recommendations, we will select a single concept and refine the design to a Schematic level.

Schematic level drawings will include:

•  Site Plans

▪  Elevations

▪  Key Design Concepts

▪  Grading

▪  Planting Materials

▪  Structural Conditions

▪  Illustrations and details as needed to define the designs

▪  Written Documentation

Given the remaining diversity of opinions related to the March 2004 version of the “Greenway Conceptual Master Plan”, the refinement will need careful documentation to be convincing and successful. Written documentation, especially related to habitat issues, will be included.

2.7  Develop project implementation phasing concepts to identify potential public and private investment opportunities.

2.8  Discuss the refined concept design:

▪  Meetings with Parks – Note: We will meet with Parks for a total of 12 times during the remaining Scope of Work.

▪  1 Meeting with Project Advisory Team

2.9  Develop a coordinated system of development elements, habitat improvements, and rainwater treatment approaches.

2.10  Prepare estimate of probable construction cost and annual maintenance cost estimate with the assistance of City staff.

2.11  Presentations:

▪  1 Meeting with the Partnership Group

▪  1 Briefing with the Design Commission

Products:  Document findings and recommendations from tasks 2.6 through 2.10 in memorandum and graphic form to include:

Schematic Level Master Plan

Site Materials Plan

Site Grading Plan

Site Sections

Elevations (as necessary)

Perspectives (as necessary)

Infrastructure Concept

Design Elements Illustration

Cost estimates for construction and maintenance

Phasing and suggested public/private investment elements

Natural Resources Enhancement Concept

Rainwater Management Concept

2.12  Prepare update of Schedules and Tasks

3.0  Central District Design Development Refinement Documents

The goal of this effort is to provide further definition to the 1,300 linear feet of the Central District Waterfront in preparation for construction documents and development.

3.1  Meet with property owners, WDD, regarding development plans and schedules. (1 meeting)

3.2  Refine approved Schematic Design and materials selection. Provide interim drawings and additional coordination to assist in property owners’ understanding of the refined Schematic Design.

3.3  Meet with property owners up to 2 additional times to discuss the design and its implications.

3.4  Prepare Design Development documents indicating specific scope and configuration of improvements in Central District.

3.5  Prepare estimate of probable construction cost, and estimate of annual maintenance costs with City staff assistance.

3.6  Presentations

▪  1 Meeting with Parks

▪  1 Meeting with the City Advisory Team

▪  1 Meeting with Property Owner, WDD

Products:  Report and documentation of findings, conclusions and recommendations with illustrations.

Drawings:  Refined Schematic Level Site Plan

 Site Materials Plan

 Site Grading Plan

 Site Sections

 Elevations

 Infrastructure Concept

 Details

Cost estimates for construction and maintenance (with the assistance of City staff)

3.7  Prepare update of Schedules and Tasks

4.0  Greenway Development Plan Document

4.1  Provide technical and graphic information for use by Parks staff in the preparation and production of the South Waterfront Greenway Development Plan document describing the program and illustrating the Greenway design.

4.2  Review the City’s draft of the document and provide comments. The City to finalize the plan and format in preparation for printing.

4.3  Provide a final review of the document and provide comments prior to printing.

MEETINGS

The following meetings are included with the scope. Meetings beyond these will be considered additional services to this agreement.

▪  Parks  12

▪  Central District Owners/Representatives  5

▪  Partnership Group  1

▪  Design Commission  1

▪  Federal Natural Resource Agencys  1

▪  BES  1

▪  Project Advisory Team  2

▪  Zidell  1

TRAVEL & PER-DIEM EXPENSES

One round-trip travel for Thomas Balsley, Principal, TBA from New York to Portland for Master Plan design work session with Walker Macy & City Staff.

SCHEDULE

This scope and fee is based on the following schedule. Modifications of this schedule will necessitate re-evaluation of the scope and fee.

June 11-July 16  Schematic Design

Week of July 19  P.A.T. Presentation

July 26 – August 23  Central District Refinement

Week of August 30  P.A.T. Presentation

September 6 – October 1  Report (Parks lead)

FEE

The total additional fee and expenses for tasks 1.1 through 2.5 in original project Scope of Work is $13,000. The additional fee and expenses for 2.6 – 4.4 beyond our current fee is $27,000, plus $4,000 for travel and expenses. We propose to accomplish this additional work on a lump sum basis, with billings made monthly as per our contractual agreement.

Total Additional Fees and Expenses

1.1 – 2.5  $13,000

2.6 – 4.3 $27,000

Travel & Per Diem Expenses $ 4,000

Total  $44,000

We are prepared to proceed with our revised scope upon your authorization.

Regards,

WALKERsMACY

Michael W. Zilis

Partner

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