Common use of General Expectations Clause in Contracts

General Expectations. Consultant commits to oversee and direct the design of assigned projects to obtain the greatest long-term value for the State of Oregon, and which reflects the prudent expenditure of public funds within the constraints of the project, program, context and budget. In pursuing this goal, Consultant commits to:  Develop a design that is appropriate for the context of the project and the nature of its function, both present and future;  Avoid expenditures for aesthetic effect which are disproportionate to the project as a whole;  Manage and facilitate all facets of the project that are reasonably within Consultant’s control to ensure the project is completed on or ahead of time and within budget;  Strive to reduce the construction cost of the project while keeping life-cycle costs low;  Use recycled/recyclable products to the maximum extent economically feasible in the performance of the contract work set forth in this document;  Apprise ODOT throughout the project concerning the economic impact of all design decisions; and  Embody sound and cost-effective sustainability principles in the Services performed under the PA consistent with the provisions of the Oregon Sustainability Act (2001 HB 3948) that are included in ORS 184.421-.423. WOC Phases Agency Responsibilities  Execution of local intergovernmental agreements (“IGA”)  Administer, review, and revise City/County IGA, as needed  Perform WOC administration and oversight  Maintain a full accounting of expenditures for Project  Ensure that payment is made for those deliverables identified in the WOC statement of work which have satisfactory progress  Process Consultant invoices for payment upon recommendation and approval by City/County  Resolve and document non-compliance and other contractual issues  Process amendments as required during project Acronyms and Definitions AASHTO - American Association of State Highway and Transportation Officials Agency/ODOT – Oregon Department of Transportation

General Expectations. Consultant commits to oversee and direct the design of assigned projects to obtain the greatest long-term value for the State of Oregon, and which reflects the prudent expenditure of public funds within the constraints of the project, program, context and budget. In pursuing this goal, Consultant commits to:  • Develop a design that is appropriate for the context of the project and the nature of its function, both present and future;  • Avoid expenditures for aesthetic effect which are disproportionate to the project as a whole;  • Manage and facilitate all facets of the project that are reasonably within Consultant’s control to ensure the project is completed on or ahead of time and within budget;  • Strive to reduce the construction cost of the project while keeping life-cycle costs low;  • Use recycled/recyclable products to the maximum extent economically feasible in the performance of the contract work set forth in this document;  • Apprise ODOT throughout the project concerning the economic impact of all design decisions; and  • Embody sound and cost-effective sustainability principles in the Services performed under the PA consistent with the provisions of the Oregon Sustainability Act (2001 HB 3948) that are included in ORS 184.421-.423. WOC Phases City/County Responsibilities: • Responsibilities will be handled on a WOC by WOC basis. • Agency Responsibilities  • Execution of local intergovernmental agreements (“IGA”)  • Administer, review, and revise City/County IGA, as needed  • Perform WOC administration Contract Administrator and oversight  of the WOC • Maintain a full accounting of expenditures for Project  project • Ensure that payment is made for those deliverables identified in the WOC statement of work which have satisfactory progress  • Process Consultant invoices for payment upon recommendation and approval by City/County  • Resolve and document non-compliance and other contractual issues  • Process amendments as required during project • Program Project funding with appropriate Agencies and assign expenditure accounts; • Assign Agency’s Project Manager (“APM”) to perform contract administration and monitor Consultant performance of assigned WOCs, including conformance with applicable standards, FHWA, ODOT rules and regulations, and acceptable procedures. • Attend project meetings as needed; • Right-of -Way appraisals, negotiations and acquisitions (unless specifically authorized and assigned to Consultant); • Review Utility Notifications; • Furnish available data sufficient to perform the work. • Provide project information and documents as described in assigned WOCs. • Provide technical review of all consultant deliverables; • Advertise and award the construction contract when applicable; and • Any additional items as specified in WOCs. Acronyms and Definitions AASHTO - American Association of State Highway and Transportation Officials Agency/ODOT – Oregon Department of TransportationDefinitions

General Expectations. Consultant commits to oversee and direct the design of assigned projects to obtain the greatest long-term value for the State of Oregon, and which reflects the prudent expenditure of public funds within the constraints of the project, program, context and budget. In pursuing this goal, Consultant commits to:  Develop a design • Deliver Services that is are appropriate for the context of the project and the nature of its function, both present and future;  • Avoid expenditures for aesthetic effect which are disproportionate to the project as a whole;  • Manage and facilitate all facets of the project that are reasonably within Consultant’s control to ensure the project is completed on or ahead of time and within budget;  • Strive to reduce the construction cost of the project while keeping life-cycle costs low;  • Use recycled/recyclable products to the maximum extent economically feasible in the performance of the contract work set forth in this document;  and • Apprise ODOT throughout the project concerning the economic impact of all design decisions; and  Embody embody sound and cost-effective sustainability principles in the Services performed under the PA consistent in accordance with the provisions Department of Administrative Services Sustainable State Facilities Standards and Guidelines. Agency Responsibilities • Perform Contract Administrator and oversight of the Oregon Sustainability Act (2001 HB 3948) that are included in ORS 184.421-.423. WOC Phases Agency Responsibilities  Execution of local intergovernmental agreements (“IGA”)  Administer, review, and revise City/County IGA, as needed  Perform WOC administration and oversight  • Maintain a full accounting of expenditures for Project  project • Ensure that payment is made for those deliverables identified in the WOC statement of work which have satisfactory progress  • Process Consultant invoices for payment upon recommendation and approval by City/County  A&E PA PA # • Resolve and document non-compliance and other contractual issues  • Process amendments as required during project Acronyms and Definitions AASHTO - American Association of State Highway and Transportation Officials Agency/ODOT ADA - Americans with Disabilities Act Agency – The Oregon Department of TransportationTransportation AM – Access Management APM – ODOT or local agency’s Project Manager for the WOC CFR – Code of Federal Regulations CUF – Commercially useful function DBE - Disadvantaged Business Enterprise MOS – Menu of Services Menu of Services – The portion of a Price Agreement that establishes parameters for the WOC Statement of Work and provides general information to prospective Contractors. The Menu of Services (MOS) identifies the services, tasks and deliverables that could potentially be required of the Consultant. The MOS provides the technical requirements and standards for acceptance, and sets out the mutual expectations and promises between the Agency and the Consultant.

General Expectations. Consultant commits to oversee and direct the design of assigned projects for the Project to obtain the greatest long-term value for the State of Oregon, and which reflects the prudent expenditure of public funds within the constraints of the projectProject, program, context and budget. In pursuing this goal, Consultant commits to:  • Develop a design that is appropriate for the context of the project Project and the nature of its function, both present and future;  • Avoid expenditures for aesthetic effect which are disproportionate to the project Project as a whole;  • Manage and facilitate all facets of the project Project that are reasonably within Consultant’s control to ensure the project Project is completed on or ahead of time and within budget;  • Strive to reduce the construction cost of the project Project while keeping life-cycle costs low;  • Use recycled/recyclable products to the maximum extent economically feasible in the performance of the contract work set forth in this documentContract;  and • Apprise ODOT throughout the project Contract concerning the economic impact of all design decisions; and  Embody embody sound and cost-effective sustainability principles in the Services performed under the PA Contract in accordance with the Department of Administrative Services Sustainable State Facilities Standards and Guidelines. Contract Phases Agency anticipates the Services will be a phased development as follows:  Phase I – Preliminary Engineering including: DAP (30%), Preliminary (60%), Advanced (90%) and Final (100%) plans design to contract documents and construction contract bidding assistance;  Phase II - Construction Engineering including CE support during construction. Following completion of a given phase, Agency may, at its discretion: • Amend this Contract to add the next phase (or various elements), or • Elect to complete subsequent phase tasks with in-house staff, or • Assign subsequent phase tasks to another consulting firm. Agency and Consultant shall negotiate the detailed tasks, deliverables, schedule and costs for each phase Agency elects to add. Each added phase will be authorized only by written Contract amendment with all required approvals and signatures. Agency Responsibilities • Attendance at appropriate meetings and work sessions; • Coordination and communication of internal agency staff; • Coordination and communication with City and other stakeholders; • Provide access to available Project information, recommendations and goals; • Review of Project progress to verify adherence to this Contract and delivery schedule; • Notify Consultant of any known delays above and beyond the control of Consultant; • Provide appropriate and timely review of Project deliverables supplied by Consultant to verify they are consistent with Project objectives and the provisions requirements of the Oregon Sustainability Act Contract; • Define stakeholder roles/authority; • Define Project goals and design criteria; • Provide all environmental-related support for the Project; • Coordinate media contact; • Agency will answer Request for Information (2001 HB 3948RFI) that are included in ORS 184.421-.423. WOC Phases Agency Responsibilities  Execution of local intergovernmental agreements (“IGA”)  Administer, review, and revise City/County IGA, as needed  Perform WOC administration and oversight  Maintain a full accounting of expenditures for Project  Ensure that payment is made for those deliverables identified in the WOC statement of work which have satisfactory progress  Process Consultant invoices for payment upon recommendation and approval by City/County  Resolve and document non-compliance and other contractual issues  Process amendments as required during project within 5 business days Acronyms and Definitions 3-R - Resurfacing, Restoration, and Rehabilitation 4-R – Reconstruction AASHTO - American Association of State Highway and Transportation Officials APM – Agency/ODOT ’s Project Manager Agency – The Oregon Department of TransportationTransportation ATA or AtA – Agreement to Agree Basemap – The project digital mapping files that are used as a base for mapping existing site features and proposed designs (also called "location" or "strip" maps).