Oklahoma City Zoology Trust

Regular Meeting

Oklahoma City, OK · May 27, 2026

OKLAHOMA CITY ZOOLOGICAL TRUST Meeting Agenda Zoo Administration Building, Savanna Conference Room May 27, 2026 - 4:30 p.m. OKLAHOMA CITY ZOOLOGICAL TRUST MEMBERS Vicki Howard, Chairperson Camal Pennington, Councilperson, Ward 7 Jon Trudgeon, Vice-Chairperson Dustin Fredrick Pama Palmer, Secretary Aimee Salalati David Holt, Mayor Derek Albro Heather Ross, Surrogate to the Mayor Craig Freeman, City Manager Dwight Lawson, PhD, Executive Director/CEO LaShawn Thompson, Surrogate to the City Manager INFORMATION ABOUT OKLAHOMA CITY ZOOLOGICAL TRUST MEETINGS The Oklahoma City Zoological Trust meets on the fourth Wednesday of each month at 4:30 p.m. in the Zoo Administration Building, located at 2000 Remington Place, Oklahoma City, Oklahoma 73111. Free parking is available in the Zoo parking lot. It is the policy of the Oklahoma City Zoological Trust to ensure that communications with participants and members of the public with disabilities are as effective as communications with others. Anyone with a disability who requires an accommodation, a modification of policies or procedures, or an auxiliary aid or service in order to participate in this meeting should contact the Zoo at 405-425-0231 as soon as possible, but not later than 48 hours (not including weekends or holidays) before the scheduled meeting. The Zoo will give primary consideration to the choice of auxiliary aid or service requested by the individual with disability. If you need an alternate format of the agenda or any information provided at said meeting, please contact the Zoo at 405-425-0231 at least 48 hours prior to the scheduled meeting. ADDRESSING THE OKLAHOMA CITY ZOOLOGICAL TRUST Citizens may address the Trust on certain items by signing up to speak and providing the agenda item number, their reason for appearing, and their address, but all comments must be relevant to the item. Citizens may also address the Trust at the end of the agenda under “Citizens to be heard.” Please contact the Zoo at 405- 425-0231 at least 48 hours prior to the meeting, and leave a message that includes your name, the agenda item number, and the reason you would like to speak. Staff will submit requests received to the Chair. Please limit your comments to three (3) minutes or less. The Chair or presiding officer may, in his or her discretion, prohibit a person from addressing the Trust, or have any person removed from the Auditorium, if that person commits any disorderly or disruptive behavior. Disorderly conduct includes, but is not limited to, any of the following: speaking without being recognized by the Chair or presiding officer; continuing to speak after notice that the speaker’s allotted time has expired; presenting comments or material not relevant to the item under discussion; failing to comply with the lawful instructions of the Chair or presiding officer; or engaging in other conduct, activity, or speech that delays, disturbs, interferes, or disrupts the effective or timely conduct of the meeting, or is otherwise violent, threatening, abusive, obscene, or jeopardizes the safety of self or others. A person may also be subject to Page 1 of 272 By The City of Oklahoma City Office of the City Clerk at 8:11 am, May 26, 2026 arrest and removal from the Auditorium for violation of Oklahoma City Municipal Code 2020, § 3081 – Disorderly conduct and/or violation of 21 Okla. Stat. § 280 – Willfully Disturbing, Interfering with or Disrupting State Business, Agency Operations or Employees. TRUST ACTIONS Official action can be taken only on items which appear on the agenda. The Trust may adopt, approve, ratify, deny, defer, recommend, amend, strike, or continue any agenda item. Other actions may also be taken. When more information is needed to act on an item, the Trust may refer the matter to the Executive Director/CEO or the Municipal Counselor. The Trust may also refer items to standing committees of the Trust for additional study. Under certain circumstances, items are deferred to a specific later date or stricken from the agenda entirely. CONSENT DOCKET Items listed under “Consent Docket” are usually approved as a group with the proper motion from a member of the Trust. Members of the Trust may request discussion or separate action on any item on the Consent Docket. For more information about the Oklahoma City Zoological Trust, please call 405-424-3344. Page 2 of 272 AGENDA I. Meeting Minutes A. Approve Minutes of April 22, 2026, Oklahoma City Zoological Trust Meeting ................................................................................................................................... Pages 4-6 II. Staff and/or Committee Updates A. Receive Financial Report of April 2026 ........................................................................... Pages 7-10 III. Items for Individual Consideration A. Approve Oklahoma City Zoological Trust Budget for the Fiscal Year 2026-2027 ........................................................................................................................... Pages 11-17 B. Receive Preliminary Report, Project MZ-0081, Stingray Touch Pool Experience and Exhibit; and Authorize preparation of final plans and specifications ...................................................................................................................... Pages 18-58 C. Approve Contract for Architectural Services, Project MZ-0080, Cat Forest Renovation, SHR Studios .................................................................................. Pages 59-108 D. Approve Contract for Architectural Services, Project MZ-0082, Penguin Exhibit and Multi-Event Center, Frankfurt-Short-Bruza Associates, P.C. dba Mantra XD .................................................................................Pages 109-176 E. Approve Lease Agreement with Oklahoma Department of Wildlife Conservation ..................................................................................................................Pages 177-186 F. Approve Request for Proposals be advertised for Solar Array System .................Pages 187-224 G. Adopt a resolution waiving competitive bidding and authorizing the open market purchase of Customer Relationship Management (“CRM”) Solution for the Oklahoma City Zoo and Botanical Garden’s Ticketing and Membership Platform with Totem Systems, Inc. dba Humanitru, estimated total cost $137,000, May 27, 2026 through May 26, 2029; and approve the Professional Services Agreement .................................Pages 225-272 IV. Items from Trustees V. Staff Reports A. Executive Director’s Report VI. Citizens to Be Heard VII. Adjournment Page 3 of 272 JOURNAL OF TRUST PROCEEDINGS APRIL 22, 2026 Trustees Present: Vicki Howard, Chairperson Jon Trudgeon, Vice-Chairperson LaShawn Thompson, Surrogate to the City Manager Camal Pennington, Councilperson, Ward 7 Derek Albro Aimee Salalati Staff Present: Dwight Lawson, Executive Director/CEO Trevor Leonard, Chief Operations Officer Rebecca McReynolds, Chief Financial Officer Jennifer D’Agostino, Chief Animal Programs Officer Tammy Burnett, Chief Human Resources Officer Rebecca Snyder, Chief Mission Programs Officer Dahrenda Mitchell, Director of Guest Services and Membership Mandy Heaps, OZS Executive Director Kate Winters, Executive Assistant Others Present: Bailee Richards, Assistant Municipal Counselor, City of Oklahoma City Lori Perkins, Canopy Strategic Partners Dan Sheehan, Canopy Strategic Partners T’Noya Thompson, Canopy Strategic Partners Agenda Topics I. Secretary Pro Tem A. Jon Trudgeon, Trust Vice-Chairperson, appointed as secretary pro tem. MOVED TO APPROVE. Moved by Trustee Derek Albro. Seconded by Trustee Camal Pennington. AYES: Trustees Vicki Howard, Jon Trudgeon, LaShawn Thompson, Camal Pennington, Derek Albro, Aimee Sal- alati. II. Approve Minutes A. Minutes of March 25, 2026 MOVED TO APPROVE. Moved by Trustee Derek Albro. Seconded by Trustee Camal Pennington. AYES: Trustees Vicki Howard, Jon Trudgeon, LaShawn Thompson, Camal Pennington, Derek Albro, Aimee Sal- alati. Page 4 of 272 Oklahoma City Zoological Trust April 22, 2026 Page 2 of 3 III. Receive Staff and/or Committee Updates A. Financial Reports of March 2026. CFO, Rebecca McReynolds, provided the financial report of March 2026. MOVED TO RECEIVE. Moved by Trustee Jon Trudgeon. Seconded by Trustee Derek Albro. AYES: Trustees Vicki Howard, Jon Trudgeon, LaShawn Thompson, Camal Pennington, Derek Albro, Aimee Sal- alati. IV. Items for Individual Consideration A. Resolution of the Oklahoma City Zoological Trust ratifying the Association of Central Oklahoma Governments Clean Air Grants for public fleets application submitted by the Oklahoma City Zoo and Botanical Garden Executive Director and CEO on January 1, 2026; ratifying the public fleet conversion grant contract with the Association of Central Oklahoma Governments signed by the Oklahoma City Zoo and Botanical Garden Executive Director and CEO for the provision of reimbursement of certain costs incurred for the purchase of four level 2 EV chargers powered by solar canopy installation; grant amount not to exceed $843,200; and authorizing the Oklahoma City Zoo and Botanical Garden Executive Director and CEO to administer the public fleet conversion grant contract as required by the scope of services, invoicing and reporting requirements. CEO, Dwight Lawson, presented the resolution ratifying the public fleet conversion grant contract with the Asso- ciation of Central Oklahoma Governments. MOVED TO ADOPT. Moved by Trustee Jon Trudgeon. Seconded by Trustee Aimee Salalati. AYES: Trustees Vicki Howard, Jon Trudgeon, LaShawn Thompson, Camal Pennington, Derek Albro, Aimee Sal- alati. V. Items from Trustees A. Trustee Jon Trudgeon spoke about his time spent with Canopy and excited about the strategic planning process. Trustee Camal Pennington publicized the Ward 7 Town Hall at Metro Tech on April 30th. VI. Staff Reports A. Canopy Strategic Partners - Lori introduced herself and her staff. They relayed their excitement about working with the Zoo and spoke about their process. B. Animal Care – Primate news included Ndjole move and two new chimps have joined our troop. Baby news for hoofstock and our curl-crested aracaris. And vet happenings with the painted dogs and a giraffe was shared. C. Capital Projects – Shade structures for Raptor Ridge have been installed and new bird shelters are being constructed in-house. Updates on the stingray project and flamingo habitat. D. Conservation, Education, & Science – Conservation Scientist, Dr. Emily Geest, received the OKC Beautiful Mayor’s Award in recognition of her research in monarch butterflies and pollinators. The Ambassador Animal Team connected with over 22,000 guests during spring break. The Making Tracks virtual component has begun testing with plans to launch statewide in the fall of 2026. E. Human Resources – Turnover for the year is a little over 21% and volunteer numbers were shared including over 2100 hours just for spring break. F. PR & Marketing – Visitor attendance numbers for March came in a little over 160,000 and we are ahead of projec- tion for attendance for the year. Spring break was the 3rd highest in Zoo history! Event news shared including a Page 5 of 272 Oklahoma City Zoological Trust April 22, 2026 Page 3 of 3 record 45 birthdays in March, Dinosaur Expedition has been very successful, and Legislator Night on April 22nd. The Lodge is currently sold out through July. Website traffic report shared. G. OZS - Giving update including the Kirkpatrick Foundation grant that will provide new freezer storage at the Vet Hospital, Zoo Lover’s Day went 24% over goal, and the OKC Zoo employees giving drive went $5,000 over goal. Event updates included the highly attended Dino Preview Night, the Corporate Break- fast was successful will plan to continue, and invitations have been sent for Gala and we are over goal for sponsorships. VII. Citizens to be Heard. A. None. VIII. Adjournment There being no further business to come before the Trust, the Chairperson declared the meeting adjourned at 5:32pm. Page 6 of 272 MEMO To: Oklahoma City Zoological Trust From: Dwight Lawson, Rebecca McReynolds Date: May 27, 2026 FY-26 Financial Summary as of April 30, 2026 FY- 26 FY- 26 Variance FY- 25 Variance Act- Variance Attendance: Actuals Budget Amount Variance % Actuals Last Year % Current Month 115,602 114,600 1,002 0.9% 94,177 21,425 22.7% Year to date 975,312 825,400 149,912 18.2% 835,282 140,030 16.8% Operating Revenue: Current Month $1,912,414 $1,909,052 $3,362 0.2% $1,455,521 $456,893 31.4% Year to date 15,018,723 13,511,400 1,507,323 11.2% 12,511,593 2,507,130 20.0% Per-Capita Revenue for the month was $16.54. Year to date per capita revenue is $15.40 which is $0.97 less than the budget of $16.37. Other Revenue: Current Month $167,926 $116,037 $51,889 44.7% $154,655 $13,271 8.6% Year to date 3,107,326 2,940,617 166,709 5.7% 2,969,103 $138,223 4.7% Operating Expenses: Current Month 2,062,461 1,980,218 $82,243 4.2% 1,917,067 $145,394 7.6% Year to date 22,278,749 22,633,351 (354,602) -1.6% 19,820,689 2,458,060 12.4% Operating Profit (Loss): Current Month $17,880 $44,870 ($26,990) -60.2% ($306,890) $324,770 -105.8% Year to date ($4,152,701) ($6,181,334) 2,028,633 -32.8% ($4,339,993) 187,292 -4.3% Sales Tax Revenue: Current Month $1,547,034 $1,389,670 $157,364 11.3% $1,369,539 $177,495 13.0% Year to date 15,410,883 15,021,846 389,037 2.6% 14,971,556 439,327 2.9% Net Income (Loss): Current Month $1,564,913 $1,434,541 $130,372 9.1% $1,062,650 $502,263 47.3% Year to date 11,258,182 8,840,512 2,417,670 27.3% 10,631,563 626,619 5.9% Annual YTD Budget Capital/Other: Budget Expenses Remaining % Capital Improvements $500,000 $325,506 $174,494 34.9% Remaining to OZS Fundraising: Annual Budget YTD Income Goal % 2026 Events/Fundraising/Endowments $3,823,546 $2,534,870 $1,288,676 33.7% Page 7 of 272 OKLAHOMA CITY ZOOLOGICAL TRUST FY 2025-26 Capital Projects Department Project Name Budget YTD Exp Balance Status Carnivore Predator Pass Trees 7,000.00 - 7,000.00 Not Started Grounds/Hort Power Washer 5,000.00 - 5,000.00 In Process Grounds/Hort Green Works 10,000.00 8,611.35 1,388.65 In Process Grounds/Hort Irrigation 11,430.00 - 11,430.00 In Process Grounds/Hort Tree Installation 30,000.00 - 30,000.00 Not Started Housekeeping Trash cart replacement 35,000.00 36,400.00 (1,400.00) Complete IT New Plaza Sound System 35,000.00 37,115.01 (2,115.01) Complete Sam Moore Aviary Painting and Siding Maintenance Replacement 9,800.00 7,326.29 2,473.71 In Process Maintenance Bat Floor Replacement 12,000.00 - 12,000.00 In Process Maintenance Club Car Lithium Battery Upgrades 20,500.00 25,039.95 (4,539.95) Complete Maintenance Concrete Path Repair/Replacement 50,000.00 46,535.00 3,465.00 In Process Maintenance Boardwalk and Handrail Replacement/Repair 75,000.00 76,462.19 (1,462.19) Complete Maintenance Maintenance Perimeter Fence Replacement 80,500.00 77,425.04 3,074.96 Complete Maintenance HVAC 100,000.00 3,391.00 96,609.00 In Process Marketing Haunt the Zoo Props 18,000.00 7,200.00 10,800.00 Complete Contingency 770.00 - 770.00 Total CIP Budget 500,000.00 325,505.83 174,494.17 Other: Contingency Fund $500,000 Department Project Name Budget YTD Exp Balance Status Birds Bald Eagle Shelter 5,000.00 - 5,000.00 In Process Birds Mesh Netting Over Avian Habitats 9,750.00 - 9,750.00 Not Started Maintenance Lotus Handrails 10,000.00 9,571.33 428.67 Complete Maintenance Tram Floor & Seat Replacement 8,867.71 17,735.42 (8,867.71) Complete Zoo Supply Line Maintenance Pressure Valve Reducer 52,228.00 52,228.00 - Complete Maintenance Replace Barricades 4,146.63 4,146.63 - Complete Maintenance Crane Fence Extension 4,323.39 4,323.39 - Complete Security Bollard - Zoo Drive 3,010.61 3,010.61 - Complete Elephants Elephant Kubota 28,416.22 28,526.22 (110.00) Complete Security Security Keypad 8,328.07 8,328.07 - Complete Maintenance CZ Slide Landing Pad 12,900.00 12,900.00 - Complete Maintenance CZ /Lotus Pump Houses 15,000.00 - 15,000.00 Not Started Birds Raptor Ridge Shade Project 39,200.00 18,299.97 20,900.03 In Process Maintenance Lion overlook glass, Cheetah glass 33,093.00 55,963.00 (22,870.00) In Process Primates Great Escape ADA Doors 11,840.00 11,840.00 - Complete Maintenance Misting Fans 20,000.00 15,967.80 4,032.20 Complete Primates Primates Firetrol 9,500.00 10,313.89 (813.89) Complete Maintenance Reverse ATM housing 1,470.00 1,470.00 - Complete Maintenance Mongoose Netting 30,000.00 - 30,000.00 Not Started Maintenance Safari Carts (two) 36,000.00 - 36,000.00 In Process Carnivore Cat Forest Floors 56,582.00 46,817.91 9,764.09 In Process Maintenance Tram Batteries 42,000.00 13,329.60 28,670.40 In Process Elephants Elephant Safety Netting 27,730.00 18,694.00 9,036.00 In Process Vet Services Sterilizer Machine 19,651.01 - 19,651.01 Not Started Vet Services Ultrasound Machine 58,335.12 - 58,335.12 Not Started - - Total CIP Contingency Budget 547,371.76 333,465.84 213,905.92 Balance Available: (47,371.76) Grants Budget Expenses Balance Status Grant Carport and EV Purchases 282,096.00 304,780.00 (22,684.00) Complete Grant Advancing Empathy Grant 47,880.00 - 47,880.00 In Process Grant Ocelot SAFE Project 20,000.00 - 20,000.00 In Process Grant Confiscated Wildlife Grant 150,000.00 - 150,000.00 Awarded - FY2025 Total 499,976.00 304,780.00 195,196.00 Page 8 of 272 OKLAHOMA CITY ZOOLOGICAL TRUST INCOME STATEMENT SUMMARY FOR THE TEN MONTHS ENDING 4/30/2026 CURRENT MONTH YEAR TO DATE ACTUAL BUDGET LAST YR ACTUAL BUDGET LAST YR REVENUES: ADMISSIONS $935,094 $939,938 $646,174 $5,428,397 $4,982,849 $4,327,191 ANIMAL SHOW ADMISSIONS 0 0 18,865 61,449 48,445 115,562 ANIMAL FEEDINGS 44,571 35,592 24,181 247,423 212,867 224,324 FOOD & BEVERAGE/VENDING 148,522 148,066 115,960 929,108 1,012,174 997,468 CATERING/RENTALS 0 0 0 0 0 0 CONCERTS 0 0 0 342,544 310,000 255,666 RIDES 52,084 59,503 43,376 371,850 355,877 299,742 MERCHANDISE COMMISSION 88,760 91,145 64,290 561,996 545,122 495,341 ATTRACTIONS 70,351 84,546 59,796 485,658 491,276 445,463 EDUCATION 101,399 81,640 100,192 985,109 803,843 698,884 PROMOTIONS 89,644 93,213 85,824 2,321,033 2,224,408 2,316,636 MEMBERSHIP 379,249 366,872 293,462 3,152,945 2,474,970 2,235,693 OTHER 2,741 8,537 3,402 131,213 49,570 99,623 TOTAL OPERATING REVENUE 1,912,414 1,909,052 1,455,521 15,018,723 13,511,400 12,511,593 COST OF GOODS SOLD 0 0 0 0 0 0 GROSS MARGIN $1,912,414 $1,909,052 $1,455,521 $15,018,723 $13,511,400 $12,511,593 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% OPERATING EXPENSES: SALARIES 1,077,998 1,098,069 1,059,094 11,236,969 11,725,800 9,726,403 BENEFITS 318,726 299,678 298,830 3,159,051 3,110,880 2,787,416 SUPPLIES 162,950 68,370 68,020 1,032,984 775,966 655,789 UTILITIES 59,400 69,286 62,507 820,652 728,624 680,980 OUTSIDE SERVICES 250,731 180,755 226,358 2,186,793 2,095,852 2,095,153 ANIMAL CARE 58,969 80,012 75,570 819,758 990,396 849,147 OTHER 133,685 184,048 126,687 3,022,541 3,205,833 3,025,802 TOTAL OPERATING EXPENSE 2,062,461 1,980,218 1,917,067 22,278,749 22,633,351 19,820,689 OTHER REVENUES: LEASES 0 0 0 1,443,974 1,357,505 1,386,051 CONTRIBUTIONS 18,503 16,037 10,453 128,250 463,111 96,074 INTEREST 149,423 100,000 144,202 1,535,102 1,120,000 1,486,977 TOTAL OTHER REVENUE 167,926 116,037 154,655 3,107,326 2,940,617 2,969,103 OPERATING INCOME (LOSS) 17,880 44,870 (306,890) (4,152,701) (6,181,334) (4,339,993) TRANSFERS NET INCOME (LOSS) $17,880 $44,870 ($306,890) ($4,152,701) ($6,181,334) ($4,339,993) Page 9 of 272 OKLAHOMA CITY ZOOLOGICAL TRUST BUDGET ANALYSIS FOR THE TEN MONTHS ENDING 4/30/2026 CURRENT MONTH YEAR TO DATE ACTUAL BUDGET LAST YR ACTUAL BUDGET LAST YR REVENUES: GUEST EXPERIENCE $1,339,383 $1,358,790 $972,642 $8,085,880 $7,648,610 $6,905,091 GROUP EVENTS 0 0 0 342,544 310,000 255,666 OTHER 573,033 550,262 482,880 6,590,300 5,552,791 5,350,836 TOTAL OPERATING REVENUE 1,912,414 1,909,052 1,455,521 15,018,723 13,511,400 12,511,593 OPERATIONAL EXPEND BY DIVISION: ADMINISTRATIVE 314,331 350,213 317,181 4,198,264 4,579,323 4,028,249 ANIMAL 479,351 451,816 459,523 4,821,231 4,940,411 4,368,208 MARKETING & INTERPRETIVE SVC 162,260 120,900 112,824 2,261,778 2,203,855 2,149,848 BUILDING & GROUNDS 499,298 534,853 503,670 5,411,008 5,451,688 4,868,448 EDUCATION 105,778 107,577 90,567 1,134,626 1,258,647 860,939 VISITOR SERVICES 359,947 258,032 290,175 2,746,405 2,390,277 2,020,173 VETERINARY 141,494 156,827 143,125 1,705,437 1,809,150 1,524,825 TOTAL OPERATING EXPENSE 2,062,461 1,980,218 1,917,067 22,278,749 22,633,351 19,820,689 NET OPERATING REVENUE (150,047) (71,166) (461,546) (7,260,026) (9,121,951) (7,309,096) OTHER REVENUE: SALES TAX FUND REVENUE 1,547,034 1,389,670 1,369,539 15,410,883 15,021,846 14,971,556 CONTRIBUTIONS 18,503 16,037 10,453 128,250 463,111 96,074 OTHER REVENUE 149,423 100,000 144,202 2,979,076 2,477,505 2,873,028 TOTAL OTHER REVENUE 1,714,960 1,505,707 1,524,195 18,518,209 17,962,462 17,940,658 NET REVENUE BEFORE DEPRECIATION AND CAPITAL EXPENDITURES $1,564,913 $1,434,541 $1,062,649 $11,258,183 $8,840,511 $10,631,562 OPERATING REVENUE/EXPENSE RATIO 92.72% 96.41% 75.92% 67.41% 59.70% 63.12% Page 10 of 272 TO: Chair and Trustees of the Oklahoma City Zoological Trust FROM: Dwight Lawson, Executive Director/CEO DATE: May 27, 2026 SUBJECT: Approve Oklahoma City Zoological Trust Budget for the Fiscal Year 2026- 2027. Background: The following is a summary of the Oklahoma City Zoological Trust budget totaling $113,936,280. Actual revenues and expenditures for Fiscal Year 2024- 2025 and the budget for Fiscal Year 2025-2026 are also provided for comparison purposes. Operating Revenue: The operating revenue budget of $20,086,668 is an increase of $1,066,063 over projected revenue for the 2025-2026 fiscal year. Total Revenue and Carryover: The total revenue and carryover budget of $113,936,280 is an increase of $5,173,590 over budgeted revenue and carryover for the 2025-2026 fiscal year. Recommendation: Budget be approved. Page 11 of 272 Oklahoma City Zoological Trust FY-27 Budget Page 12 of 272 OKLAHOMA CITY ZOOLOGICAL TRUST BUDGETED INCOME STATEMENT SUMMARY FY 26/27 Budget vs Projected FY 25/26 BUDGET PROJECTED INCREASE/ BUDGET ACTUAL ACTUAL FY 26/27 FY 25/26 (DECREASE) PERCENT FY 25/26 FY 24/25 FY 23/24 REVENUES: ADMISSIONS $7,487,217 7,397,228 $89,989 1.2% $6,951,680 $6,119,015 $5,164,087 ANIMAL SHOW ADMISSIONS - 61,449 (61,449) -100.0% 48,445 179,345 167,127 ANIMAL FEEDINGS 331,200 327,427 3,773 1.2% 292,871 309,874 254,672 FOOD & BEVERAGE/VENDING 1,390,000 1,361,934 28,066 2.1% 1,445,000 1,449,623 1,872,429 CONCERTS 490,000 482,544 7,456 1.5% 450,000 406,478 370,847 RIDES 457,027 505,603 (48,576) -9.6% 489,630 470,196 463,486 MERCHANDISE COMMISSION 700,000 766,874 (66,874) -8.7% 750,000 665,813 724,535 ATTRACTIONS 586,438 674,265 (87,827) -13.0% 658,283 683,681 708,469 EDUCATION 1,135,150 1,169,669 (34,519) -3.0% 988,404 811,500 501,020 PROMOTIONS 3,132,636 2,885,982 246,654 8.5% 2,810,957 2,875,226 2,673,450 MEMBERSHIP 3,700,000 4,177,975 (477,975) -11.4% 3,500,000 3,074,526 3,221,691 OTHER 677,000 349,779 327,221 93.6% 635,336 183,087 200,014 TOTAL OPERATING REVENUE 20,086,668 20,160,730 ($74,062) -0.4% 19,020,605 17,228,362 16,321,826 OPERATING EXPENSES: SALARIES $14,845,505 14,039,481.27 $806,024 5.7% $13,989,313 $12,828,660 $11,403,271 BENEFITS 4,081,689 3,845,238 236,451 6.1% 3,718,591 2,949,041 3,433,054 SUPPLIES 1,508,417 1,231,365 277,052 22.5% 974,346 836,659 767,044 UTILITIES 1,400,000 1,017,627 382,373 37.6% 925,599 1,146,216 862,382 OUTSIDE SERVICES 2,817,821 2,515,175 302,646 12.0% 2,424,234 2,704,573 2,470,915 ANIMAL CARE 1,111,713 986,901 124,812 12.6% 1,157,539 1,043,533 970,663 OTHER 3,700,274 3,750,451 (50,177) -1.3% 3,897,643 3,902,186 3,558,365 TOTAL OPERATING EXPENSE 29,465,419 27,386,238 2,079,181 7.6% 27,087,265 25,410,868 23,465,694 OTHER REVENUE: LEASES 1,464,006 1,490,997 ($26,991) -1.8% 1,404,528 1,433,074 1,404,092 CONTRIBUTIONS (Round up) 150,444 164,297 ($13,853) -8.4% 131,959 128,904 162,066 INTEREST 1,770,000 1,735,102 $34,898 2.0% 1,320,000 1,871,005 1,703,125 TOTAL OTHER REVENUE 3,384,450 3,390,396 ($5,946) -0.2% 2,856,487 3,432,983 3,269,283 OPERATING INCOME (LOSS) (5,994,301) (3,835,111) (2,159,190) 56.3% (5,210,173) (4,749,522) (3,874,586) SALES TAX FUND REVENUE 18,498,820 18,522,424 ($23,604) -0.1% 18,133,387 18,292,284 18,126,565 NET INCOME (LOSS) $12,504,519 $14,687,313 ($2,182,794) -14.9% $12,923,213 $13,542,761 $14,251,979 Operating Loss/Operating Expenses -20.3% -14.0% -6.3% -19.2% -18.7% -16.5% Page 13 of 272 Oklahoma City Zoological Trust FY 2026-27 Budget Summary BUDGET BUDGET ACTUAL Revenue and Expenditures FY 26/27 FY 25/26 FY 24/25 Operating Revenue $20,086,668 $19,020,605 $17,228,362 Other Revenue 3,384,450 2,856,487 3,432,983 Sales Tax Revenue 18,498,820 18,133,387 18,292,287 Fund Carryover 70,813,790 66,152,211 48,999,081 Tax Credit/Capital Campaign/OZS 2,600,000 2,600,000 2,001,786 Total Revenue & Carryover 115,383,728 108,762,690 89,954,499 Total Expenditures 29,465,419 27,087,265 25,410,868 Debt Service 2,747,236 2,749,515 2,754,541 Operational/CIP Contingency 500,000 500,000 614,136 AZA Survey Preparation Capital Improvement Projects (CIP) 750,000 500,000 507,614 Master- Plan Expenditures 9,000,000 8,871,396 2,223,389 Net Available for Master Plan Projects 72,921,073 69,054,514 58,443,951 Page 14 of 272 Oklahoma City Zoological Trust Revenue Projection for Fiscal year 2026-27 Description FY-27 BUDGET Description FY-27 BUDGET Description FY-27 BUDGET AD MISSIONS: ZOO KEYS 14,645 HTZ PROMOTIONS - TAXABLE 100,000 GENERAL ADMISSION 6,120,217 PHOTO BOOTH 43,000 RENT - GROUP EVENTS 500,000 GROUPS - TAXABLE 500,000 ZOO MAP SALES 9,000 SAFARI LIGHTS REVENUE 1,700,000 GROUPS - NO TAX 425,000 MONARCH FLYAWAY ZIPLINE 15,740 BIRTHDAY PARTIES 83,000 DINOSAUR EXHIBIT 442,000 ULTIMATE VIP ZOO EXPERIENCE 6,290 DINNER WITH SANTA 60,000 ANIMAL FEEDINGS: WILD ENCOUNTERS - GRIZZLY 15,320 ANIMAL ART SALES 5,000 LORIKEET NECTAR SALES 181,700 WILD ENCOUNTERS - ELEPHANT 34,810 SIP N STROLL 405,000 GIRAFFE FOOD SALES 149,500 WILD ENCOUNTERS - GALAPAGOS 11,740 BREAKFAST WITH ANIMALS 74,000 FOOD & BEVERAGE: WILD ENCOUNTERS - RHINO 3,840 SALES TAX - PROMOTIONS (5,364) COMMISSION - CONCESSION 1,200,000 WILD ENCOUNTERS - KOMODO 4,860 MEMBERSHIP: SOFT DRINK/CANDY MACHINES 190,000 WILD ENCOUNTERS - RIVER HOG 6,730 MEMBERSHIP 3,700,000 CONCERTS: WILD ENCOUNTERS - GIRAFFE 5,950 OTHER: AMPHITHEATER LEASE 490,000 FLAMINGO MINGLE 14,491 HORTICULTURE SALES 2,000 RIDES: RHINO FEEDING 13,270 MISC REVENUE - ADMIN 175,000 TRAM RIDE 161,137 BAOBAB LODGE OVERNIGHTS 43,200 OZS CONTRIBUTIONS 500,000 CAROUSEL RIDE 143,202 SALES TAX - MDSE (21,333) OTHER REVENUE: ZOO PLUS 62,988 SALES TAX - STROLLERS (22,548) DONATIONS 74,014 SAFARI CART 1,900 EDUCATION: INTEREST INCOME 1,770,000 GORILLA TREK 87,800 BIRTHDAY PARTY ANIMAL PRES. 14,000 REMINGTON LAND LEASE 1,464,006 MERCH ANDISE COMMISSION: SCHOOL PROGRAMS 30,000 ROUND UP FOR CONSERVATION 76,430 MERCHANDISE COMMISSION 700,000 CAMPOUTS / SNOOZE 27,000 OTHER REVENUE: ATTRACTIONS: DAY CAMPS 363,090 SALES TAX REVENUES 18,498,820 PENNY MACHINES 63,300 PRESCHOOL TUITION 700,000 DUCK FOOD MACHINES 14,820 PROMOTIONS: TOTAL REVENUE 41,968,878 STROLLERS 270,860 MARKETING REVENUE - NO TAX 100,000 REVENUE FROM OPERATIONS 23,470,058 PET HOTEL 173 DINNER WITH DINOS 90,000 SALES TAX REVENUE 18,498,820 MOLD-A-MATIC 38,280 PAINTING EVENT 21,000 TOTAL REVENUE 41,968,878 Page 15 of 272 OKLAHOMA CITY ZOOLOGICAL TRUST BUDGETED DETAILED STATEMENT OF EXPENDITURES Budget Projected Increase / Budget Actual Actual EXPENDITURES: FY 26/27 FY 25/26 (Decrease) Percent FY 25/26 FY 24/25 FY 23/24 SALARIES: PERMANENT $12,170,375 11,498,311 $672,064 5.8% $11,417,490 $10,431,220 $9,559,392 TEMPORARY 2,675,130 2,541,170 133,959 5.3% 2,571,823 2,397,439 1,843,878 TOTAL SALARIES 14,845,505 14,039,481 $806,023 5.7% 13,989,313 12,828,660 11,403,271 BENEFITS: SOCIAL SECURITY $1,135,681 $1,031,133 $104,549 10.1% $1,062,985 $940,962 $839,610 RETIREMENT 730,223 748,154 ($17,932) -2.4% 687,649 556,671 707,493 GROUP INSURANCE 1,904,036 1,835,568 $68,468 3.7% 1,738,135 1,207,555 1,558,040 WORKERS COMPENSATION 197,749 136,498 $61,251 44.9% 131,038 160,917 233,811 STATE UNEMPLOYMENT 114,000 93,886 $20,114 21.4% 98,784 82,936 94,100 TOTAL BENEFITS 4,081,689 3,845,238 $236,450 6.1% 3,718,591 2,949,041 3,433,054 SALARY & BENEFITS % OF EXPENSE 64% 65% 65% 62% 63% SUPPLIES: OFFICE/OPERATING $577,365 $231,331 $346,034 149.6% $261,514 $184,623 $181,758 UNIFORMS 40,000 25,668 14,332 55.8% 40,000 27,304 31,388 GAS/OIL/LUBE 24,000 14,424 9,576 66.4% 17,000 24,042 30,678 CUSTODIAL 82,000 80,241 1,759 2.2% 78,750 78,356 74,424 HORTICULTURE 100,000 113,128 (13,128) -11.6% 125,686 66,201 68,767 GRAPHICS/SPECIAL EVENTS 269,912 382,342 (112,430) -29.4% 23,422 87,409 24,801 MAINT. (BLDG & GRNDS) 300,000 266,984 33,016 12.4% 313,679 282,681 267,581 MAINT. (VEHCL & EQUIP) 95,000 105,616 (10,616) -10.1% 96,737 76,422 78,915 EDUCATIONAL 20,140 11,591 8,549 73.8% 17,559 9,620 8,706 FUNDRAISING/PROMOTIONAL - 41 (41) -100.0% - - 26 RISK MANAGEMENT - - - 0.0% - - TOTAL SUPPLIES 1,508,417 1,231,366 277,052 22.5% 974,346 836,659 767,044 UTILITIES: ELECTRIC $650,000 $680,334 ($30,334) -4.5% $628,755 $625,516 $610,111 GAS & FUEL OIL 250,000 215,460 34,540 16.0% 196,343 172,289 148,522 WATER 500,000 121,833 378,167 310.4% 100,500 348,412 103,749 TOTAL UTILITIES 1,400,000 1,017,627 382,373 37.6% 925,599 1,146,216 862,382 Page 16 of 272 Budget Projected Increase / Budget Actual Actual EXPENDITURES: FY 26/27 FY 25/26 (Decrease) Percent FY 25/26 FY 24/25 FY 23/24 OUTSIDE SERVICES: POSTAGE $11,120 $9,250 $1,870 20.2% $7,880 $8,363 $5,162 MAINT/REPAIR MINOR EQUIP 10,180 17,412 (7,232) -41.5% 10,553 11,456 13,407 TELEPHONE 47,460 53,357 (5,897) -11.1% 52,824 50,320 51,447 CONTRACTUAL SERVICES 1,157,876 1,064,381 93,496 8.8% 971,164 976,365 764,518 PUBLICATIONS & PRINTING 28,152 27,717 435 1.6% 23,150 32,075 9,321 ANIMAL MEDICAL 60,670 55,753 4,917 8.8% 62,595 73,366 55,868 REFUSE DISPOSAL 142,005 125,833 16,172 12.9% 114,900 132,532 101,914 MAINT/REPAIR (BLDG & GRNDS) 105,000 99,243 5,757 5.8% 91,500 124,426 94,514 MAINT/REPAIR (VEHCL & EQUIP) 2,500 - 2,500 100.0% 2,800 689 4,277 HORTICULTURE 37,465 5,412 32,053 0.0% 17,500 14,651 41,459 GRAPHICS 24,000 - 24,000 0.0% 28,100 31 51,151 EQUIPMENTAL RENTAL 73,200 68,127 5,073 7.4% 76,920 72,592 48,156 ADVERTISING 400,800 385,098 15,702 4.1% 366,160 518,177 426,536 EMPLOYMENT EXPENSE 18,600 7,376 11,224 152.2% 25,317 61,852 18,374 PROFESSIONAL SERVICES 78,238 67,363 10,875 16.1% 51,198 146,145 82,879 CITY ADMINISTRATION 373,004 334,223 38,781 11.6% 334,223 316,916 467,182 LICENSES 247,550 194,628 52,922 27.2% 187,450 164,617 234,751 TOTAL OUTSIDE SERVICES 2,817,821 2,515,173 66,741 2.7% 2,424,234 2,704,573 2,470,915 ANIMAL CARE: ANIMAL FOOD $780,435 $750,064 $30,371 4.0% $872,250 $739,667 $718,901 HOSPITAL SUPPLIES 165,680 130,527 35,153 26.9% 108,730 123,934 121,092 ANIMAL SUPPLIES 139,238 93,657 45,581 48.7% 152,558 149,179 104,169 ANIMAL EXHIBITS 26,360 12,303 14,057 114.3% 21,593 30,754 26,502 STINGRAY - 350 (350) -100.0% 2,408 - - TOTAL ANIMAL CARE 1,111,713 986,901 124,812 12.6% 1,157,539 1,043,534 970,663 OTHER: PROFESSIONAL DEVELOPMENT $181,953 $159,102 $22,852 14.4% $182,428 $158,512 $134,398 INSURANCE 665,050 575,392 89,658 15.6% 555,972 788,918 607,737 BUSINESS EXPENSE 19,900 20,689 (789) -3.8% 18,800 17,401 11,255 MEMBERSHIPS/SUBSCRIPTIONS 121,123 153,023 (31,900) -20.8% 124,663 134,590 112,633 INCENTIVE AWARDS 2,800 820 1,980 241.5% 2,800 1,925 1,523 SMALL MACHINERY/EQUIP 202,415 152,507 49,908 32.7% 201,172 227,841 179,845 SPECIAL EVENTS/OZS SUPPORT 951,322 947,285 4,037 0.4% 952,522 773,064 762,394 VENDOR/SHARED REVENUE 954,200 1,037,952 (83,752) -8.1% 1,107,301 1,103,182 678,111 ANIMAL SHIPPING 30,000 94,824 (64,824) -68.4% 19,900 35,325 15,453 PROMOTIONAL ACTIVITIES 206,300 346,412 (140,112) -40.4% 278,760 340,211 858,905 CONSERVATION SUPPORT 227,266 177,784 49,482 27.8% 233,105 252,883 174,326 RESEARCH/MISC/CONTINGENCY 137,945 84,663 53,282 62.9% 220,220 68,334 21,783 TOTAL OTHER 3,700,274 3,750,452 (50,178) -1.3% 3,897,643 3,902,186 3,558,365 TOTAL EXPENDITURES 29,465,419 27,386,238 2,079,182 7.6% 27,087,265 25,410,869 23,465,694 Page 17 of 272 TO: Chair and Trustees of the Oklahoma City Zoological Trust FROM: Dwight Lawson, Executive Director/CEO DATE: May 27, 2026 SUBJECT: Receive Preliminary Report, Project MZ-0081, Stingray Touch Pool Experience and Exhibit; and Authorize preparation of final plans and specifications. Background: On September 24, 2025, the Trust approved an agreement with Holland Basham Architects for a design of a Stingray Touch Pool Experience and Exhibit consisting of a design for an interactive exhibit including a touch pool and associated Life Support System (LSS) facility. Preliminary report containing the design vision, schedule, and structural details is presented herein for the Trust’s consideration. Recommendation: Preliminary report be received and authorize preparation of final plans and specifications. Page 18 of 272 The City of OKLAHOMA CITY STINGRAY TOUCHPOOL EXPERIENCE AND EXHIBIT Project No. MZ-0081 PRELIMINARY DESIGN REPORT - TASK 1B April 10, 2026 Prepared by: Holland Basham Architects www.HollandBasham.com Page 19 of 272 Page 20 of 272 TABLE OF CONTENTS 01 EXECUTIVE SUMMARY 4 02 ARCHITECTURAL DESIGN SD-0.01 - SITE PLAN 6 SD-1.01 - FLOOR PLAN, ELEVATION, BUILDING SECTION 7 SD-3.01 - BUILDING ELEVATIONS 8 SD-3.02 - BUILDING SECTIONS 9 SD-3.03 - BUIDING AXON 10 SD-4.01 - WALL SECTIONS 11 SD-5.01 - LSS ROOM PLAN AND AXON 12 SD-6.01 - BUILDING DETAILS 13 03 TECHNICAL NARRATIVES STRUCTURAL NARRATIVE 14 MECHANICAL NARRATIVE 18 PLUMBING NARRATIVE 19 ELECTRICAL NARRATIVE 20 LIGHTING NARRATIVE 23 TELECOMMUNICATIONS NARRATIVE 25 04 PROJECT SCHEDULE 26 05 COST ESTIMATE 27 OKC Zoo Stingray | Preliminary Design Report 3 Page 21 of 272 EXECUTIVE SUMMARY The Oklahoma City Zoo, founded in 1904, has grown from a modest collection in a city park into one of the region’s most significant zoological institutions—an evolution driven by community support, conservation leadership, and a commitment to exceptional guest experiences. In fall 2025, the City of Oklahoma City, in partnership with the Oklahoma City Zoo Trust, engaged Holland Basham Architects to lead the architectural and engineering effort for a new Stingray Touch Pool and Exhibit, a project intended to elevate both animal care and public engagement. Project Initiation & Programming The design process began with a collaborative, on‑site workshop involving Zoo administration, animal care teams, and maintenance staff. This early engagement shaped a clear and comprehensive program for the new exhibit, including: - Touch pool expansion — Sized to support a growing stingray collection and enhance guest interaction. - State‑of‑the‑art LSS — Designed to exceed AZA standards for water quality, life support, and animal wellbeing. - Dedicated quarantine pool — With an independent LSS for medical care, birthing, and isolation. - Diet prep kitchen — Supporting daily nutrition and husbandry routines. - Keeper office & water‑testing lab — Providing space for monitoring, documentation, and ongoing water chemistry analysis. - Support spaces — Including storage, mechanical rooms, and operational infrastructure. Site Review & Relocation Strategy The existing stingray exhibit and building were evaluated, and current uses documented. To support broader Zoo campus planning, the team determined that the existing facility will be demolished, with the new exhibit relocated to a nearby site. The selected location—approximately 8,000 SF of existing rock grotto exhibits—will be cleared as part of this project, aligning with the current long‑term master plan. OKC Zoo Stingray | Preliminary Design Report 4 Page 22 of 272 EXECUTIVE SUMMARY Design Vision & Architectural Approach Through visioning sessions with Zoo leadership, keepers, and maintenance staff, the team established a unifying theme: an oceanic cave environment, evoking the natural habitats where stingrays glide through filtered shafts of underwater light. This concept guided the architectural expression: - Fluid, stingray‑inspired forms shaping the building massing. - Cave‑like spatial qualities created through sculpted walls and controlled lighting. - Light from above and below using skylights and the illuminated touch pool to simulate refracted ocean light. A key design priority was to retain portions of the existing back grotto wall and retaining wall, reducing cost and construction impact. These rock elements can be refinished and integrated into the final exhibit, reinforcing the cave aesthetic while maintaining budget efficiency. Schedule & Milestones The project remains on schedule. Pending approval of this report: - June 22, 2026 — Design Development package submitted to the Trust. - June 24, 2026 — Trust authorization to bid. - July 20, 2026 — Final Bid Documents submitted. - August 26, 2026 — Trust review and selection of the General Contractor. Cost Management & Estimating Throughout design, Holland Basham has collaborated closely with estimating partners to monitor cost impacts. Initial estimates exceeded the desired budget, prompting targeted scope adjustments and narrative refinements. The team continues to refine the design while maintaining alignment with financial expectations. Current estimated construction cost is $4,981,700. Alternates will be incorporated to provide flexibility and maintain budget control. A detailed cost estimate is included within this report. Collaboration & Appreciation The Design Team extends sincere appreciation to the Zoo and City staff for their guidance, responsiveness, and shared commitment to creating a meaningful, high‑quality exhibit. This partnership has been instrumental in shaping a project that will serve the community, support animal wellbeing, and enhance the Zoo’s mission for many years to come. OKC Zoo Stingray | Preliminary Design Report 5 Page 23 of 272 SD-3.01 2 EL=1115' EXISTING EL=1108' OFFLINE SNACK EL=1108' SHACK EXISTING EQUIPMENT YARD STROLLER/WAGON PARKING ZONE EL=1108' EL=1108' 4 SD-3.01 30,000 GALLON POOL DONOR OR 39'-5" PUBLIC ART EL=1108' SD-3.01 PLAZA OPPORTUNITY 3 ENTRY DONOR OR EXISTING PUBLIC ART FENCE OPPORTUNITY PROPOSED FUTURE EL=1106.5' 3 TRAM STOP EL=1108' EL=1108' EL=1108' 2 1 SD-1.01 SD-3.01 STORM LINES EXISTING PLAYGROUND LAKE 1 SITE PLAN SD-0.01 SCALE: 1/8" = 1'-0" SITE PLAN OKC ZOO STINGRAY 04/10/26 03/09/26 6 Autodesk Docs://25162 OKC Zoo-Stingray Exhibit/25162_OKC_Zoo_Stingray_Arch_R23.rvt Page 24 of 272 _ 3 _ 2 5 _ SD-3.02 SD-4.01 SD-3.02 T.O. ROOF DECK 124' - 10" LOW EAVE 118' - 0" T.O. ROCK WALL 112' - 0" LEVEL 1 100' - 0" 2 EAST ELEVATION SD-1.01 SCALE: 1/8" = 1'-0" SD-3.01 2 EL=1115' BACKUP GENERATOR EL=1108' EL=1108' EXHIBIT SPACE KEEPER _ 1 4200 GSF ACCESS SD-4.01 STROLLER/WAGON EL=1108' PARKING ZONE 2 EL=1108' 33'-8 1/2" _ SD-3.02 4 _ 3 3 SD-3.01 DONOR OR 30,000 GALLON POOL FEED SD-5.01 SD-6.01 _ 1 3 PUBLIC ART ZONE LSS AND KEEPER BUILDING _ 1 SD-1.01 SD-3.02 OPPORTUNITY 2250 GSF SD-3.01 2 SD-6.01 _ 3 OUTDOOR PLAZA/ ENTRY SD-6.01 EL=1108' DONOR OR PUBLIC ART OPPORTUNITY EL=1108' EL=1108' EL=1106.5' EL=1108' SLOPED FLOOR 1:20 72'-9" _ 2 2 1 SD-4.01 SD-1.01 SD-3.01 _ 3 _ 4 _ 5 SD-3.02 SD-3.02 SD-3.02 1 FLOOR PLAN SD-1.01 SCALE: 1/8" = 1'-0" _ 4 _ 3 _ 5 SD-3.02 SD-3.02 SD-3.02 T.O. ROOF DECK 124' - 10" LOW EAVE 118' - 0" T.O. ROCK WALL 112' - 0" LEVEL 1 100' - 0" 3 BUILDING SECTION SD-1.01 SCALE: 1/8" = 1'-0" FLOOR PLAN, ELEVATION, AND BUILDING SECTION OKC ZOO STINGRAY 04/10/26 7 Autodesk Docs://25162 OKC Zoo-Stingray Exhibit/25162_OKC_Zoo_Stingray_Arch_R23.rvt Page 25 of 272 CAST IN PLACE SIGNAGE GLULAM STRUCTURAL STORE FRONT CAST IN PLACE STANDING SEAM BURNISHED SIGNAGE LOCATION CAST IN PLACE SITE WALL LOCATION BEAMS AND COLUMNS GLAZING CONCRETE WALL PLY COVER BOARD BLOCK WALL 4" RIGID INSULATION WOOD DECKING _ 3 _ 2 5 _ SD-3.02 SD-4.01 SD-3.02 T.O. ROOF DECK 124' - 10" LOW EAVE 118' - 0" T.O. ROCK WALL 112' - 0" LEVEL 1 100' - 0" 1 EAST ELEVATION SD-3.01 SCALE: 1/8" = 1'-0" CAST IN PLACE EXISTING BURNISHED BLOCK SITE WALL ROCK WALL STANDING SEAM CAST IN PLACE WALL 4 PLY COVER BOARD 5 _ 3 _ SD-3.02 4" RIGID INSULATION _ SD-3.02 WOOD DECKING SD-3.02 T.O. ROOF DECK 124' - 10" LOW EAVE 118' - 0" T.O. ROCK WALL 112' - 0" LEVEL 1 100' - 0" 2 WEST ELEVATION SD-3.01 SCALE: 1/8" = 1'-0" STORE FRONT GLULAM STRUCTURAL LIGHT GUAGE FRAMING GLAZING BEAMS AND COLUMNS WITH METAL PANEL CAST IN PLACE STANDING SEAM STORE FRONT STANDING SEAM CONCRETE WALL PLY COVER BOARD GLAZING PLY COVER BOARD 4" RIGID INSULATION 4" RIGID INSULATION _ 2 _ 3 1 WOOD DECKING _ 1 3 _ 2 WOOD DECKING SD-3.02 SD-1.01 SD-3.02 SD-3.02 SD-1.01 SD-3.02 T.O. ROOF DECK T.O. ROOF DECK T.O. ROOF DECK 124' - 10" 124' - 10" 124' - 10" 1'-0" 1 1/4" EXISTING ROCK WALL LOW EAVE LOW EAVE 118' - 0" 118' - 0" T.O. ROCK WALL T.O. ROCK WALL 112' - 0" 112' - 0" LEVEL 1 LEVEL 1 100' - 0" 100' - 0" CAST IN PLACE BURNISHED BLOCK OVERHEAD DOOR CONCRETE WALL 4 SOUTH ELEVATION 3 NORTH ELEVATION SD-3.01 SCALE: 1/8" = 1'-0" SD-3.01 SCALE: 1/8" = 1'-0" BUILDING ELEVATIONS OKC ZOO STINGRAY 04/10/26 03/09/26 8 Autodesk Docs://25162 OKC Zoo-Stingray Exhibit/25162_OKC_Zoo_Stingray_Arch_R23.rvt Page 26 of 272 CAST IN PLACE SIGNAGE STORE FRONT GLULAM STRUCTURAL SKYLIGHT(S) HVLS CEILING FAN STANDING SEAM LIGHT GUAGE FRAMING MEMBRANE CAST IN PLACE SITE WALL LOCATION GLAZING BEAMS AND COLUMNS ALTERNATE PLY COVER BOARD EXTERIOR WALL WITH ROOF W/ WALL 4" RIGID INSULATION METAL PANEL INSULATION WOOD DECKING _ 3 _ 4 _ 2 _ 5 SD-3.02 SD-3.02 SD-4.01 SD-3.02 T.O. ROOF DECK 124' - 10" LOW EAVE 118' - 0" T.O. ROCK WALL 112' - 0" LEVEL 1 100' - 0" EXG GROTTO WALL, EXHIBIT POOL, CIP BURNISHED BLOCK BURNISHED BLOCK BURNISHED BLOCK PATCHED AND PAINTED CONCRETE AND ACRYLIC 1 BUILDING SECTION SD-3.02 SCALE: 1/8" = 1'-0" MEMBRANE LIGHT GUAGE FRAMING GLULAM STRUCTURAL HVLS CEILING FAN SKYLIGHT(S) STANDING SEAM STORE FRONT ROOF W/ EXTERIOR WALL WITH BEAMS AND COLUMNS ALTERNATE PLY COVER BOARD GLAZING INSULATION METAL PANEL 4" RIGID INSULATION _ 2 _ 4 _ 3 WOOD DECKING SD-4.01 SD-3.02 SD-3.02 _ 5 SD-3.02 T.O. ROOF DECK 124' - 10" LOW EAVE 118' - 0" T.O. ROCK WALL 112' - 0" LEVEL 1 100' - 0" BURNISHED BLOCK BURNISHED WOOD T&G DECK - EXHIBIT POOL, CAST IN PLACE STORE FRONT BLOCK ROOF/WALL CIP CONCRETE CONCRETE WALL GLAZING STAINED FINISH AND ACRYLIC 2 BUILDING SECTION SD-3.02 SCALE: 1/8" = 1'-0" GLULAM STRUCTURAL STANDING SEAM BEAMS AND COLUMNS PLY COVER BOARD 4" RIGID INSULATION EXPOSED SPIRAL HVLS CEILING FAN STANDING SEAM LIGHT GUAGE FRAMING STORE FRONT WOOD DECKING DUCT, PAINTED PLY COVER BOARD EXTERIOR WALL WITH GLAZING _ 2 _ 3 1 4" RIGID INSULATION METAL PANEL SD-3.02 SD-1.01 SD-3.02 WOOD DECKING _ 2 _ 3 1 SD-3.02 SD-3.02 SD-1.01 _ 2 _ 1 3 SD-3.02 SD-3.02 SD-1.01 T.O. ROOF DECK T.O. ROOF DECK 124' - 10" T.O. ROOF DECK 124' - 10" 124' - 10" LOW EAVE LOW EAVE 118' - 0" LOW EAVE 118' - 0" 118' - 0" T.O. ROCK WALL T.O. ROCK WALL 112' - 0" T.O. ROCK WALL 112' - 0" 112' - 0" LEVEL 1 LEVEL 1 100' - 0" LEVEL 1 100' - 0" 100' - 0" STORE FRONT EXHIBIT POOL, CIP BURNISHED GLAZING CONCRETE AND ACRYLIC BLOCK 3 ENTRY SECTION 4 CENTRAL SECTION 5 NORTH SECTION SD-3.02 SCALE: 1/8" = 1'-0" SD-3.02 SCALE: 1/8" = 1'-0" SD-3.02 SCALE: 1/8" = 1'-0" BUILDING SECTIONS OKC ZOO STINGRAY 04/10/26 03/09/26 9 Autodesk Docs://25162 OKC Zoo-Stingray Exhibit/25162_OKC_Zoo_Stingray_Arch_R23.rvt Page 27 of 272 BUILDING AXO VIEW OKC ZOO STINGRAY 04/10/26 03/09/26 10 Autodesk Docs://25162 OKC Zoo-Stingray Exhibit/25162_OKC_Zoo_Stingray_Arch_R23.rvt Page 28 of 272 _ 1 3 SD-3.02 SD-1.01 T.O. ROOF DECK 124' - 10" EXTERIOR WALL EXTERIOR WALL ASSEMBLY TBD. ASSEMBLY TBD 2 3/4" WOOD 2 3/4" WOOD DECKING SHOWN DECKING SHOWN LOW EAVE LOW EAVE 118' - 0" 118' - 0" ROUND DUCT. ROUND DUCT. SUSPENDED FROM DECK 14' DIAMETER FAN SUSPENDED FROM DECK SIZE TBD PAINTED BLACK SPEC BLACK SIZE TBD PAINTED BLACK GRANULAR INFILL GRANULAR INFILL CONCRETE CONCRETE FOUNDATION FOUNDATION WALL. WALL. T.O. ROCK WALL T.O. ROCK WALL 112' - 0" 112' - 0" GRANULAR INFILL GRANULAR INFILL DRAIN TILE DRAIN TILE EXISTING ROCK WALL EXISTING ROCK WALL LEVEL 1 LEVEL 1 100' - 0" 100' - 0" 1 SECTION @ LSS AND EXISTING ROCK WALL 2 SECTION @ EXHIBIT WALL SD-4.01 SCALE: 1/2" = 1'-0" SD-4.01 SCALE: 1/2" = 1'-0" WALL SECTIONS OKC ZOO STINGRAY 04/10/26 03/09/26 11 Autodesk Docs://25162 OKC Zoo-Stingray Exhibit/25162_OKC_Zoo_Stingray_Arch_R23.rvt Page 29 of 272 15'-8 1/2" 46'-6 1/2" 4'-4" ONLINE7'-2" MEETINGS WATER LAB 8'-4" MECH/ELEC SPACE OZONE 50 SF 210 SF SERVICE PATH 3'-8" FOOD PREP WORK SURFACE 9'-8" 150 SF ON CASTERS OFFICE SPACE 75 SF STORAGE WALL 36" RECLAIM SAND 8'-0 1/2" FILTER 36" RECLAIM SALT SAND FILTER STORAGE OVERHEAD DOOR BOILER PUMP (SPARUS CFT) WATER MAKEUP TANK SALT MIXING 33'-8 1/2" BACKWASH PLATFORM RECOVERY TANK DA / BIOTOWER 1'-6" 10'-0" QUARENTINE POOL 22'-9" STORAGE LSS ROOM STORAGE WALL 1050 SF KEEPER RK75 OZONE SKIMMER SPARUS CFT SHOWER SPACE W/ VENURI PUMP PUMP 40 SF RK75 RECLAIM OZONE OZONE SKIMMER SKIMMER W/ VENTURI FLOW PUMP PUMP 7.5 HP SAND FILTER LSS AXON 01 PUMPS RK75 OZONE SKIMMER RK300 PROTEIN W/ VENURI PUMP SKIMMER W/ VENURI PROTEIN SKIMMER 7'-2" PUMP FLOW PUMP HORIZONTAL STACKED 7'-8" SAND FILTERS 3'-7" POOL STORAGE UV STERILIZER 46'-2 1/2" 30 SF UV CONTROLLER CHILLER BARREL 4" 12'-5" 3'-8" 56'-7 1/2" 3 LSS AND KEEPER SPACE SD-5.01 SCALE: 1/4" = 1'-0" LSS AXON 02 LSS AXON VIEWS OKC ZOO STINGRAY 04/10/26 03/09/26 12 Autodesk Docs://25162 OKC Zoo-Stingray Exhibit/25162_OKC_Zoo_Stingray_Arch_R23.rvt Page 30 of 272 1" PER 12" MIN KNEE CAP 12" 1" GLULAM BEAM AND 7 5/8" BURNISHED 7 5/8" BURNISHED COLUMN SIZE TBD BLOCK (CMU) BLOCK (CMU) DARK STAIN/SEAL 1" AIR GAP 1" AIR GAP CEDARFACE LOCK DECKING 5/8" SHEATHING PLYWOOD 5/8" SHEATHING PLYWOOD DARK STAIN/SEAL AND VAPOR BARRIER AND VAPOR BARRIER 2" RIGID INSULATION 2" RIGID INSULATION 4" RIGID INSULATION 3 5/8" MTL STUD 3 5/8" MTL STUD. 5/8" GYP 5/8" GYP EXTERIOR SHEATHING EXTERIOR SHEATHING BASIS OF DESIGN WESTERN STATES STANDING SEAM METAL PANEL 4 EXTERIOR WALL ASSEMBLY GLULAM 5 EXTERIOR ASSEMBLY @ KEEPER SPACE 6 EXTERIOR WALL ASSEMBLY @ LSS SPACE SD-6.01 SCALE: 1 1/2" = 1'-0" SD-6.01 SCALE: 1 1/2" = 1'-0" SD-6.01 SCALE: 1 1/2" = 1'-0" 6' ADULT OFF HOURS POOL EDGE NET 38" 3 YEAR OLD ACRYLIC 3" BULLNOSE BULLNOSE CAST IN ACRYLIC 8" CAST IN PLACE CONCRETE WALL PLACE CONC. EDGE STINGRAY SAFETY LIP EPXOY COATING ON INTERIOR POOL WALLS. WITH 4" OF SAND BITUMINOUS JOINT AT BOTTOM CAST IN PLACE STEPS. CAST IN PLACE STEPS. AT SPECIFIC SPOTS. SEE PLAN BULLNOSE CAST IN 1/4" METAL BAR (3) CAST IN PLACE CONCRETE PLACE CONC. EDGE 2'-0" WALL FOOTING. BITUMINOUS JOINT 1/2" BULLNOSE EDGE SLAB ON GRADE EPXOY COATING ON INTERIOR POOL EPXOY COATING ON INTERIOR POOL 1/4" METAL BAR (3) WALLS. WITH 4" OF SAND AT BOTTOM WALLS. WITH 4" OF SAND AT BOTTOM 6" 1/2" BULLNOSE EDGE 6" LEVEL 1 LEVEL 1 LEVEL 1 100' - 0" 100' - 0" 100' - 0" 1'-6" SLAB ON GRADE SLAB ON GRADE 1:20 SLOPED FLOOR TO VIEWING AREA CAST IN PLACE CONCRETE CAST IN PLACE CONCRETE WALL FOOTING. WALL FOOTING. 1 NOSE TO NOSE SECTION 2 TYPICAL POOL EDGE SECTION 3 ARYLIC FEED ZONE SD-6.01 SCALE: 1" = 1'-0" SD-6.01 SCALE: 1" = 1'-0" SD-6.01 SCALE: 1" = 1'-0" BUILDING DETAILS OKC ZOO STINGRAY 04/10/26 03/09/26 13 Autodesk Docs://25162 OKC Zoo-Stingray Exhibit/25162_OKC_Zoo_Stingray_Arch_R23.rvt Page 31 of 272 STRUCTURAL General Description The proposed new OKC Zoo Stingray Experience exhibit is planned as a stand-alone building, approximately 46 feet by 200 feet in plan area, comprised of a public space, an interior stingray pool exhibit area, and non-public stingray support spaces. The public space will consist of an enclosed area, approximately 40 feet by 108 feet, that surrounds the exhibit pool area. The support spaces will consist of stingray support equipment and stingray food available for public purchase. A 24 foot long exterior extension of the roof will provide a covered area at the south public entry. The main building structure will be designed to meet minimum load requirements speciﬁed by IBC 2018. Structural design of the structure will follow the code-deﬁned Risk Category II. The site is located within a moderate seismic region. The structure will be designed to resist wind loads speciﬁed by IBC 2018, equating to a three- second ultimate wind gusts of 109 miles per hour (mph). The stingray exhibit pool and related pool base and sidewalls will be designed by a delegated designer specializing in pool exhibit design. Building Superstructure At the public and exhibit areas, the proposed building is planned to have exposed heavy timber or glulam building frames spaced at 12 feet on center spanning 46 feet and supporting a wood tongue and groove decking exposed at the interior. The building frames will be designed to resist lateral loads parallel to the frames. Lateral loads perpendicular to the frames will be resisted by shear walls between frames. The exhibit area roof is planned to have a gable roof with a 24 feet high ridge conﬁgured to form a warped roof surface, with varying roof surface slopes ranging from 1:12 to vertical. At the support area, the proposed building is planned to have load-bearing reinforced 8 inch thick concrete masonry unit (CMU) walls approximately 18 feet tall, supporting steel roof beams that support a steel roof deck approximately 16 feet above the ﬂoor. The CMU walls will act as shear walls, providing stability to resist lateral wind and seismic forces and transfer them to the foundation. The support area roof structure will have a minimal ¼” per foot slope to roof drain locations. Glulam Building Framing The zoo possesses wood glulam beam framing from a previous exhibit that was demolished. A visual review of these existing glulam beams was done to determine whether they could be re- used for this new exhibit. The glulam beams have been stored in a parking lot and covered with tarp for between 2 and 2½ years. The tarp has degraded and these members have been 14 Page 32 of 272 exposed to weathering for part, if not most, of that time. Visual cracks and splits in the members can be observed. The observed condition of these existing weathered members suggests they are not suitable for reuse in the Stingray Exhibit building frames. Further use restrictions for the existing glulam beams are indicated in the glulam moment frame connection discussion below. A glulam manufacturer was contacted to obtain information on using glulam members in moment-resisting building frame construction. The manufacturer indicated the moment- resisting connections between frame member roof beams and columns can be achieved but are proprietary connections, requiring the glulam frames to be a delegated design done by the glulam manufacturer. Various conﬁgurations of the glulam building frames are under consideration. Alternate steel framed solutions may be evaluated as well. Foundation System The exhibit building is to be constructed where previous exhibits once displayed various zoo animals. The previous exhibits were known as grottos, which consisted of rocklike-looking shotcrete walls constructed in front of structural cast-in-place (C.I.P.) concrete retaining walls that retained several feet of earth behind the exhibits. Parts of the existing grotto walls are planned to be demolished, leaving the existing west shotcrete wall as a visible part of the interior west side of the new stingray exhibit. The building is intended to be constructed to enclose this existing feature. The conﬁguration of the existing shotcrete and C.I.P. retaining wall is currently unknown. To understand structural implications and limitations of this area before completion of the new exhibit building design, a structural investigation of the existing retaining wall construction and layout will need to be undertaken. A ﬁnal geotechnical report with recommendations for foundation design has not yet been received. The building foundation will be designed from the recommendations contained in the geotechnical report. Governing Documents • IBC 2018 International Building Code • ASCE 7-16 Minimum Design Loads for Buildings • ANSI/AISC 360-16 Speciﬁcation for Structural Steel Buildings • ACI 318-14 Building Code Requirements for Reinforced Concrete • ACI 301-16 Speciﬁcations for Structural Concrete for Buildings • ACI SP-66 ACI Detailing Manual – 2020 • ANSI/AWC NDS-2018 National Design Speciﬁcation for Wood Construction with 15 Page 33 of 272 NDS Supplement, 2018 • ANSI/AWC SDPWS Special Design Provisions for Wind and Seismic, 2015 • TMS 402/602-16 Building Code Requirements and Speciﬁcation for Masonry Structures • AISI S200-16 North American Speciﬁcation for the Design of Cold- Formed Steel Structural Members, 2016 Edition • AISI S240 North American Standard for Cold-Formed Steel Structural Framing • SDI MOC3 Manual of Construction with Steel Deck, 2016 • SDI RDDM2 Roof Deck Design Manual, 2nd Edition, 2020 • SDI DDM04 Diaphragm Design Manual, 4th Edition, 2015 References and Design Guides • AISC Steel Construction Manual, 15th Edition • ACI Manual of Concrete Practice Applicable Design Load and Criteria • Roof Dead Loads - the Actual Weight of Materials o Exhibit Area Roof 10 psf o Stingray Support Area Roof 20 psf • Roof Live Loads: 20 psf (Unreducible) • Snow Load o Ground Snow Load (Pg): 10 psf o Importance Factor (Is): 1.0 o Exposure Factor (Ce): 1.0 o Thermal Factor (Ct): 1.0 • Live Loads o Typical Slab: 100 psf o Stingray Pool: 400 psf • Wind Load o Design Wind Speed (V): 109 mph o Exposure: C o Internal Pressure Coe icient +/- 0.18 (Partially Enclosed) • Seismic Load o Risk Category: II o Importance Factor (Ie): 1.0 o Site Class: D (assumed) 16 Page 34 of 272 o Seismic Design Category: B o Short Period Spectral Acceleration (Ss): 0.297 o One Second Spectral Acceleration (S1): 0.08 o Design Short Period Spectral Acceleration (Sds): 0.309 o Design One Second Spectral Acceleration (Sd1): 0.128 o Seismic Resisting System: Ordinary Reinforced Masonry Shear Walls  Response Modiﬁcation Coe icient (R): 2  Overstrength Factor: 2.5  Deﬂection Ampliﬁcation Factor (Cd): 1.75 o Seismic Resisting System: Cantilevered Timber Column Systems  Response Modiﬁcation Coe icient (R): 1.5  Overstrength Factor: 1.5  Deﬂection Ampliﬁcation Factor (Cd): 1.5 o Seismic analysis Approach: Equivalent Lateral Force Procedure 17 Page 35 of 272 OKC Zoo Stingray Exhibit 100% Schematic Design 4/10/2026 Mechanical Project Narrative A. Overall Project 1. Mechanical systems for this project include ductwork, ventilation systems, cooling and heating equipment and HVAC controls. 1. Design will conform to the following Codes, Standards and Guidelines. Where differences arise between any Code, Standard or Guideline, Codes shall prevail. In all cases, where an edition number is not indicated, the current accepted edition will be used. • International Building Code, 2018 with Oklahoma City Supplements • International Mechanical Code, 2018 with Oklahoma City Supplements • International Energy Conservation Code, 2009 with Oklahoma City Supplements B. Site 1. General • No anticipated scope. C. Building 1. Stingray Exhibit • Back of house spaces will be designed to be maintained between 65°F-75°F utilizing heat pump ductless split DX systems. • Front of house space will be designed to be maintained a couple of degrees above the stingray pool water temperature. • A package DX unit with hot gas reheat will be used to condition and dehumidify the space. o Unit will also be provided with gas heat. o Unit will be provided with corrosive resistant coil coating and stainless-steel interiors to protect from the corrosive salt latent air. • Ductwork will be stainless steel or marine grade aluminum. D. Long Lead Items 1. No anticipated long lead time items. Note: Details that include assumptions that need to be verified by owner and any exceptions to the Basis Of Design should be highlighted in red and bold. OKC Zoo Stingray Exhibit Mechanical – 1 100% Schematic Design 18 Page 36 of 272 OKC Zoo Stingray Exhibit 100% Schematic Design 4/10/2026 Plumbing Project Narrative A. Overall Project 1. Plumbing systems for this project include standard sanitary and vent, domestic hot and cold water, storm drainage and natural gas as required to support plumbing fixtures, LSS system and any other components within building to properly operate and function. 2. Design will conform to the following Codes, Standards and Guidelines. Where differences arise between any Code, Standard or Guideline, Codes shall prevail. In all cases, where an edition number is not indicated, the current accepted edition will be used. • International Building Code, 2018 with Oklahoma City Amendments • International Plumbing Code, 2018 with Oklahoma City Amendments • International Energy Conservation Code, 2009 edition • International Fuel Gas Code, 2018 with Oklahoma City Amendments B. Site 1. General • No plumbing scope anticipated. Refer to Civil scope for site utilities work. C. Building 1. Stingray Exhibit • A 6” sanitary and 4” water service will be required from civil to support all facility needs. • The 4” water service will split into a 1-1/2” RPZ backflow preventer to serve all domestic water needs & a 3” RPZ backflow preventer to serve all LSS equipment within LSS space. • The LSS pipe downstream of the backflow preventer will have a PRV installed if the LSS equipment has a maximum pressure requirement. • Floor drains will be provided throughout LSS Room, Mechanical Space, Ozone, Food Prep, Shower and Quarantine Pool space for general drainage. Floor drains will be located around the exhibit pool for emergency purposes and for general washdown that may be performed by owner. • Several recessed hose bibbs will be provided throughout space for general washdown. • A 6”x8” sanitary hub drain will be provided for LSS to pick up all drainage requirements. • Gas piping will be provided with meter and regulator at building point of connection to serve any mechanical equipment and water heater. • Hose bibbs will be provided throughout the spaces for general washdown. • A 50-gallon gas water heater will be provided in Mechanical Space for all domestic hot water needs. • Sanitary, vent, hot and cold water will be provided to all fixtures requiring connections. • Roof drainage will either sheet flow to grade or scuppers and downspouts be provided with downspout boots to connect to site storm. D. Long Lead Items 1. None at this time. Note: Details that include assumptions that need to be verified by owner and any exceptions to the Basis Of Design should be highlighted in red and bold. OKC Zoo Stingray Exhibit Plumbing – 1 100% Schematic Design 19 Page 37 of 272 OKC Zoo Stingray Exhibit 100% Schematic Design 4/10/2026 Electrical Project Narrative A. Overall Project 1. Electrical systems for this project include one (1) new incoming service, normal power distribution, emergency power generation and distribution, interior and exterior lighting, lighting m, fire control, lightning alarm,protection, lightning and grounding. protection, and grounding. 2. Design will conform to the following Codes, Standards and Guidelines. Where differences arise between any Code, Standard or Guideline, Codes shall prevail. In all cases, where an edition number is not indicated, the current accepted edition will be used. • International Building Code, 2018 with Oklahoma City Amendments • International Energy Conservation Code, 2009 edition • NFPA 70 (National Electrical Code) – 2023 Edition B. Site 1. General • Existing electrical items within the Project Limit Line will be demolished. • A 480Y/277V, 3P, 4W, 600A normal service will be provided to the new facility. Provision of this service from an existing padmount transformer or a new padmount transformer will be coordinated with the local utility. • A new 200kW/250kVA 480V, 3P, 4W generator will be provided to provide optional standby service to the new facility. • Convenience receptacles will be provided at a roughly 50’-0” spacing throughout the site. C. Building 1. Stingray Exhibit • Power Distribution o Provide one (1) 480Y/277V, 3P, 4W, 600A main incoming switchboard (HVAC, LSS and General). o Provide one (1) 208Y/120V, 3P, 4W, 150A panelboard (HVAC, LSS and General). o Provide one (1) 480Y/277V, 3P, 4W, 250A panelboard (Optional Standby). o Provide one (1) 208Y/120V, 3P, 4W, 100A panelboard (Optional Standby). o Provide one (1) 480V:208Y/120V, 45kVA transformer (HVAC, LSS and General). o Provide one (1) 480Y/277V, 3P, 4W, 30kVA transformer (Optional Standby). o Provide one (1) 480Y/277V, 3P, 4W, 260A Automatic Transfer Switch (Optional Standby). • Wiring Devices o Wiring devices will be provided as follows ▪ Interior Convenience Receptacles: As required, such that all areas of the building are within 25’ of a receptacle. ▪ Exterior Convenience Receptacles: At approximately 50’-0” spacing around the exterior of the building. ▪ Equipment: Within 25’-0” of all equipment where servicing is expected. ▪ Others: As required based on needs of other system or the Owner. • Wiring and Raceway Systems o Copper wiring will be utilized for all feeders below 100A. Aluminum wiring will be utilized for all feeders 100A and above, unless connected to ride equipment. OKC Zoo Stingray Exhibit Electrical – 1 100% Schematic Design 20 Page 38 of 272 OKC Zoo Stingray Exhibit 100% Schematic Design 4/10/2026 o Copper wiring will be utilized for all branch circuit wiring. o Stranded conductors will be utilized for all wiring. o Conduit will be Schedule PVC for all conduits located below grade, exterior or otherwise subject to corrosive environments. o Conduit will be EMT for all conduits located indoors. o Conduit will be RGS for all conduits subject to potential physical damage. • Starters, Disconnects and VFDs o Provide disconnects adjacent to all powered equipment where disconnecting means is not integral to equipment. o Provide starters and/or VFDs adjacent to all equipment where required and where not provided integral to equipment. o VFDs for exterior equipment to be located within a conditioned space if not located within a conditioned airstream. o Combination starter/disconnects or VFD/disconnects will be provided wherever possible. • Lighting (Back-of-House) o Provide light fixtures types as indicated below ▪ Mechanical, Electrical and Similar Equipment Rooms: LED Strips ▪ Food Prep, Office and Restrooms: LED 2x2s ▪ Shower: LED Downlight ▪ Exit Signs: Thermoplastic LED in back of house areas and edge-lit LED in front of house areas. ▪ Back-of-House Exterior Service Areas: LED Wall Packs • Lighting Control o Provide lighting control as indicated below ▪ Mechanical, Electrical and Similar Equipment Rooms: Standard Switches ▪ Back-of-House Food Prep, Office and Restroom: Occupancy Sensors ▪ Exit signs: Uncontrolled. ▪ Back-of-House Exterior Service Areas: Astronomic timeswitch • Lighting Protection o Provide a Franklin Rod lighting protection system. • Grounding o Grounds bar within main service panel will be utilized for connection of all grounding electrodes. o The lighting protection system will be connected to the overall grounding system. o The grounding service will be a chemically enhanced grounding system. o The pool will be provided with equipotential bonding in accordance with NEC Article 680. • Surge Suppression o Provide SPDs at the following locations ▪ Main Service Panel ▪ Generator ▪ All General Panelboards serving exterior loads. • Fire Alarm OKC Zoo Stingray Exhibit Electrical – 2 100% Schematic Design 21 Page 39 of 272 OKC Zoo Stingray Exhibit 100% Schematic Design 4/10/2026 o Provide one (1) non-voice evacuation Fire Alarm Control Panel o Provide one (1) Remote Fire Alarm Annunciator. o Provide pull stations at all egress doors. o Provide 100% detection through smoke and/or heat detectors. o Provide audio, visual and combination notification appliances throughout facility. o Provide additional connections such duct detectors as required. D. Long Lead Items 1. Medium Voltage Padmount Transformer 2. Generator Note: Details that include assumptions that need to be verified by owner and any exceptions to the Basis Of Design should be highlighted in red and bold. OKC Zoo Stingray Exhibit Electrical – 3 100% Schematic Design 22 Page 40 of 272 OKC Zoo Stingray Exhibit 100% Schematic Design 4/10/2026 Lighting Design Project Narrative A. Overall Project 1. Lighting systems for this project include lighting fixtures and control. 2. Design will conform to the following Codes, Standards and Guidelines. Where differences arise between any Code, Standard or Guideline, Codes shall prevail. In all cases, where an edition number is not indicated, the current accepted edition will be used. • International Building Code, 2018 with Oklahoma City Amendments • International Energy Conservation Code, 2009 edition • NFPA 70 (National Electrical Code) – 2023 Edition 3. Design Standards • Illumination Levels: Lighting levels will be in accordance with recommendations of the Illuminating Engineering Society (IES) and as indicated below. Area Maintained Footcandles Exterior Circulation/Plaza 1-5 General Circulation 5-15 Exhibit Circulation 1-5 • Animal Husbandry: In an exhibit environment, all lighting in and around animal exhibit shall be designed with the animal’s optimal health and well-being in mind. Light quality, illumination levels, emitted spectrum, and controllability will all be considered in the exhibit lighting. • Maintainability: Lighting systems must be efficient and easy to maintain. Accessibility is a critical factor in luminaire selection and location. Fixtures and control gear needing to be maintained must be accessible. Specific maintenance strategies must be incorporated for remote or difficult to access applications. • Source: Illumination sources available to the lighting designer vary widely. Only sources with high lumen to watt ratios as well as high color rendering index shall be considered. LEDs present an exciting yet challenging possibility for the designer as the technology is evolving every day. Only manufacturers with proven track records shall be considered. • Safety: All walking areas should have no obstructions that could cause tripping. All changes of elevation including beginning and end of ramps are illuminated to a minimum of 1 footcandle. All changes of elevation including stairs are illuminated to a minimum of 10 footcandles. B. Site 1. General • Pathway and stroller parking lighting to match/coordinate with existing site lighting. OKC Zoo Stingray Exhibit Lighting Design – 1 100% Schematic Design 23 Page 41 of 272 OKC Zoo Stingray Exhibit 100% Schematic Design 4/10/2026 C. Building 1. Stingray Exhibit • Lighting o Pool to be illuminated from within; lighting to be incorporated into detail of pool base. o Circulation surrounding the exhibit shall utilize lighting with downward distribution from above or low-level lighting distribution to provide illumination to the ground without distracting from the exhibits. o Signage, wayfinding, and educational elements shall be illuminated thoughtfully to provide information to guests. o Adjustable accent lights will illuminate any specific focal points of the exhibit, such as handwashing station and food purchasing counter. o Exterior building lighting to be minimal, but shall highlight exhibit signage and entry to draw guests in. • Control o There shall be no centralized control system, nor will it connect to a larger park- wide system. o Local wallbox dimmers. D. Long Lead Items 1. None at this time. Note: Details that include assumptions that need to be verified by owner and any exceptions to the Basis Of Design should be highlighted in red and bold. OKC Zoo Stingray Exhibit Lighting Design – 2 100% Schematic Design 24 Page 42 of 272 OKC Zoo Stingray Exhibit 100% Schematic Design 4/10/2026 Technology Design Project Narrative A. Overall Project 1. Technology Design systems for this project include one (1) new incoming service, horizontal cabling, voice/data wiring devices, CCTV and BGM. 2. Design will conform to the following Codes, Standards and Guidelines. Where differences arise between any Code, Standard or Guideline, Codes shall prevail. In all cases, where an edition number is not indicated, the current accepted edition will be used. • BICSI Standards • OKC Zoo IT Standards • National Electrical Code B. Site 1. General • Two (2) 2” conduits shall be routed from Canopy Café to a new wall mounted equipment cabinet mounted in the back of house space. • One (1) 6-Strand SM fiber optic cable shall be routed from the Canopy Café IDF to the new wall mounted equipment cabinet. • One (1) 6-Strand MM fiber optic cable shall be routed from the Canopy Café IDF to the new wall mounted equipment cabinet. C. Building 1. Stingray Exhibit • A new wall mounted equipment cabinet shall be installed in the office space for IT and AV distribution. • Data outlets shall be provided in the office space and for any LSS and/or BAS required connections. • A wireless access point shall be provided in the kitchen prep room and in the exhibit area. • CCTV shall be provided covering all entrances as well as the pool edge. • BGM speakers shall be provided in the exhibit area. A networked amplifier and small DSP shall be provided within the wall mounted equipment rack located in the office space. D. Long Lead Items 1. None at this time. Note: Details that include assumptions that need to be verified by owner and any exceptions to the Basis Of Design should be highlighted in red and bold. OKC Zoo Stingray Exhibit Technology Design – 1 100% Schematic Design 25 Page 43 of 272 896 3 610 26 01235675 Page 44 of 272 Date 12/9/2025 11:13 AM Sum Page 2 OKC Zoo - Stingray Bay Oklahoma City, Oklahoma December 9, 2025 Concept Estimate Pt. 3 - Steel Construction Cost Summary EDITED Description Quantity Cost Unit Cost Offsite Improvements By Others Sitework 0 Acres 294,367 850,872 Stingray Exhibit with LSS Building 6,350SF 5,475,447 $4,489,922 7 82.88 $724.18 _______ __________ _______ Construction Subtotal 6,350SF 5,769,815 $4,981,700 $824.97 $803.50 27 Page 45 of 272 Powered by LENS aim™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Site Page 1 OKC Zoo - Stingray Bay Oklahoma City, Oklahoma December 9, 2025 Concept Estimate Pt. 3 - Steel Sitework EDITED Item Description Variance Cost 1 General Conditions 6.07% 254 17,856 2 Public / Enabling Work 8,258 3 Demolition 60,000 4 Excavation and Grading 24,852 5 Hardscape and Striping 43,623 6 Site Structures and Signage 0 7 Fencing 0 8 Site Specialties 0 9 Special Construction 0 10 Site Utilities -27,042 59,832 11 Landscaping and Irrigation 26,126 12 Electrical 9,095 13 Open 0 14 Open ________ _________0 Subtotal -26,788 249,642 Permits, Bonds and Insurance 1.72% -543 5,063 Design & Estimate Contingency 3.00% -820 7,641 Construction Contingency 3.00% -845 7,870 Escalation to Qtr 3 of 2026 3.75% -1,087 10,133 Design Fees & Reimbursables 0.00% 0 Fee 5.00% -1,504 ________ 14,017 _________ Total -31,587 $294,367 28 Page 46 of 272 Powered by LENS aim™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Site Page 2 Item Description Unit Quantity Price Amount Prev Amt Variance 2 Public / Enabling Work Logistics 01 11 00 Temp Water Service Line LF 74 17.17 1,265 1,265 Included 01 11 00 Temp Power Service Line to Meter LF 74 25.18 1,855 1,855 Included 01 11 00 Temp Internet Service Line LF 74 42.09 3,100 3,100 Included Layout and Surveys 01 11 00 Layout Sitework DA 1 1481.43 1,648 1,648 Included 01 11 00 Total Station Rental MO 0 1,302 391 ________ 391 ________ Included ________ Total 8,258 8,258 0 3 Demolition 0 31 20 00 Demolition Allowance LS 1 60,000 60,000 ________ 60,000 ________ 0 ________ Total 60,000 60,000 0 4 Excavation and Grading 0 31 20 00 Greenfield Demo & Clearing AC 0.35 1,309 453 453 0 01 57 00 Temporary Erosion Control AC 0.35 5,282 1,827 1,827 0 31 20 00 Site Stripping CY 279 2.20 614 614 0 31 20 00 Site Cuts CY 837 10.68 8,943 8,943 0 31 20 00 Site Fills CY 837 5.34 4,472 4,472 0 31 20 00 Haul Surplus Earth CY 178 26.24 4,669 4,669 0 31 20 00 Fine Grading SF 15,070 0.19 2,817 2,817 0 31 20 00 Respread Topsoil & Grade CY 101 8.02 810 810 0 31 20 00 Earthwork Mobilization Allowance % 1.00% 24,606 246 ________ 246 ________ 0 ________ Total 24,852 24,852 0 5 Hardscape and Striping 0 Concrete Paving 32 13 00 Reinforced Concrete Paving SY 38 82.08 3,082 3,082 0 32 13 00 Walks and Slabs SF 2,278 12.26 27,929 27,929 0 07 90 00 Caulk Exterior Slabs LF 327 3.33 1,088 1,088 0 Misc Site Concrete 32 13 00 6'' Protection Bollards EA 10 814.85 8,149 8,149 0 32 13 00 Misc Site Concrete LS 1 3,375 3,375 ________ 3,375 ________ 0 ________ Total 43,623 43,623 0 29 Page 47 of 272 Powered by LENS aim™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Site Page 3 Item Description Unit Quantity Price Amount Prev Amt Variance 6 Site Structures and Signage ________ ________ 0 ________ Total 0 0 0 7 Fencing ________ ________ 0 ________ Total 0 0 0 8 Site Specialties ________ ________ 0 ________ Total 0 0 0 9 Special Construction ________ ________ 0 ________ Total 0 0 0 10 Site Utilities 0 Domestic Water 33 10 00 Domestic Water Service LF 74 425.28 31,325 31,325 0 33 10 00 Domestic Street Crossings EA 0 7,242 0 0 0 33 30 00 Spoils Haul off CY 52 22.67 1,176 1,176 0 33 00 00 Firewater Main to Building LF 0 0.00 0 3,987 -3,987 33 00 00 Spoils Haul off CY 0 22.67 0 1,010 -1,010 33 00 00 Valve Pit, Backflow Preventer EA 0 13,771 0 13,771 -13,771 33 00 00 Street Crossings EA 0 8,274 0 8,274 -8,274 Sanitary Sewer 33 30 00 Sanitary Sewer LF 74 151.42 11,153 11,153 0 33 30 00 Sanitary Sewer Manholes EA 1 3,921 3,921 3,921 0 33 30 00 Spoils Haul off CY 30 22.67 669 669 0 Storm Drainage 33 40 00 Storm Drainage AC 0.35 24,742 8,560 8,560 0 Fuel Distribution 33 52 00 Natural Gas Line Extension LF 74 39.73 2,927 2,927 Exclude 33 52 00 Spoils Haul off CY 5 22.67 102 ________ 102 ________ ________0 Total 59,832 86,874 -27,042 11 Landscaping and Irrigation 0 32 90 00 Sodding AC 0.13 0.00 0 0 0 32 90 00 Trees EA 5 0.00 0 0 0 32 80 00 Irrigation SF 5,460 1.12 6,126 6,126 0 32 90 00 Landscaping Allowance LS 1 20,000 20,000 ________ 20,000 ________ 0 ________ Total 26,126 26,126 0 12 Electrical 0 33 70 00 Telephone & Power Conduits LF 242 37.62 9,095 ________ 9,095 ________ 0 ________ Total 9,095 9,095 0 30 Page 48 of 272 Powered by LENS aim™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Building Page 5 OKC Zoo - Stingray Bay Oklahoma City, Oklahoma December 9, 2025 Concept Estimate Pt. 3 - Steel Stingray Exhibit with LSS Building 6,994 SF EDITED Item Description Variance Cost Cost/SF 1 General Conditions 6.07% -254 294,438 47.49 2 General Items 164,176 26.48 3 Demolition 0 0.00 4 Excavation 94,364 15.22 5 Structure 115,095 658,874 106.27 6 Enclosure -430,653 694,338 111.99 7 Finish Carpentry 0 0.00 8 Roofing and Sheet Metal 52,328 8.44 9 Moisture Protection -6,588 6,820 1.10 10 Doors and Hardware 46,004 7.42 11 Glass and Glazing -222,566 414,780 66.90 12 Interior Partitions 11,346 1.83 13 Ceilings and Acoustic 29,940 34,534 5.57 14 Floor Finishes 3,782 0.61 15 Wall Finishes 31,434 5.07 16 Specialties 46,624 7.52 17 Equipment and Furnishings 0 0.00 18 Special Construction 77,190 12.45 19 Elevators 0 0.00 20 Fire Protection -61,566 0 0.00 21 Plumbing 677,350 109.25 22 HVAC Systems 362,142 58.41 23 Electrical 256,060 41.30 24 Low Voltage ________ 56,668 __________ 9.14 ______ Subtotal -576,592 3,983,252 642.46 Permits, Bonds and Insurance 1.72% -11,694 68,512 13.47 Design & Estimate Contingency 3.00% -17,649 119,498 20.32 Construction Contingency 3.00% -18,178 119,498 20.93 Escalation to Qtr 3 of 2026 3.75% -23,404 188,484 26.95 Design Fees & Reimbursables 0.00% 0 0.00 Fee 5.00% -32,376 ________ 199,162 __________ 37.28 ______ Total -679,893 $5,475,447 $4,489,922 $782.88 $724.18 Skin/Floor Area Ratio 115% Total Skin Cost/Contact Area $116.14 /SF Glass/Skin Area Ratio 12% Skin Cost/Bldg Area $133.38 /SF 31 Page 49 of 272 Powered by LENS aim ™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Building Page 6 Item Description Unit Quantity Price Amount Prev Amt Variance 2 General Items Quality Control 01 21 00 Structural Unforeseen Conditions Allowance LS 1 100,000 100,000 100,000 Included 01 21 00 Patch Rock Work Allowance LS 1 30,000 30,000 30,000 Included 01 11 00 Punchlist SF 6,994 0.29 2,043 2,043 Included Layout and Surveys 01 11 00 Layout Footing HR 6 166.66 933 933 Included 01 11 00 Layout Building Elevations HR 32 166.66 5,333 5,333 Included 01 11 00 Interior Finishes Layout HR 2 172.83 399 399 Included Maintenance & Cleanup 01 11 00 Drinking Water SF 6,994 0.07 499 499 Included 01 11 00 Structure Construction Cleanup SF 11,810 0.23 2,728 2,728 Included 01 11 00 Enclosure Construction Cleanup SF 11,810 0.09 1,010 1,010 Included 01 11 00 Finishes Construction Cleanup SF 5,415 0.24 1,297 1,297 Included 01 11 00 Dumpsters WK 43 840.00 36,372 36,372 Included 01 74 23 Final Glass Cleaning SF 1,912 0.31 600 600 0 01 74 23 Final Cleanup SF 6,994 0.57 3,988 3,988 0 ________ ________ ________ Total 185,203 185,203 0 3 Demolition 0 ________ ________ ________ Total 0 0 0 4 Excavation 0 Building Pad Earthwork 31 20 00 Machine Excavation CY 1,243 5.98 7,438 7,438 0 31 20 00 Undercut @ SOG CY 622 8.55 5,313 5,313 0 31 20 00 Haul Surplus Earth CY 1,877 20.99 39,397 39,397 0 31 20 00 Finish Grading @ Perimeter SF 18,360 0.27 4,942 4,942 0 Structural Excavation 31 23 00 Structural Excavation CY 294 68.63 20,170 20,170 0 31 23 00 3/4" Clean Crushed Rock at SOG CY 130 66.24 8,580 8,580 0 31 23 00 Compacted Earth Backfill CY 282 36.47 10,286 10,286 0 03 31 00 Hand Grade and Temp Dewater SF 6,994 0.73 5,129 5,129 0 03 31 00 Utility Loader & Operator WK 0.56 7,052 3,946 3,946 0 31 31 00 Soil Poisoning SF 11,584 0.11 1,260 1,260 0 ________ ________ ________ Total 106,460 106,460 0 5 Structure 0 Foundations 03 31 00 Column Footings CY 22 1,040 23,209 23,209 0 03 31 00 Column Pedestals, 24" Square CY 5 1,473 6,758 6,758 0 03 31 00 Anchor Bolts & Grout Base Plates EA 33 280.90 9,270 9,270 0 03 31 00 Sloped Wall Footings CY 18 964.36 17,758 17,758 0 03 31 00 Pool Wall Footings CY 17 964.36 16,344 16,344 0 03 31 00 Perimeter Grade Beams; 2.5' x 2' CY 88 963.74 84,559 84,559 0 03 31 00 Concrete Pool Wall SF 520 118.14 61,435 61,435 0 03 31 00 Perimeter Foundation Insulation SF 2,480 4.07 10,088 10,088 0 03 31 00 Slab on Grade SF 6,994 11.31 79,092 79,092 0 03 31 00 Slab on Grade Integral Color Premium SF 3,832 6.00 22,992 22,992 0 03 31 00 Stairs on Grade LF 222 99.39 22,065 22,065 0 Concrete Structure 03 32 00 Concrete Sloped Wall SF 520 73.01 37,964 37,964 0 Misc Concrete Items 03 31 00 Housekeeping Pads, Etc SF 35 25.97 908 908 0 03 31 00 Equipment Foundations SF 643 33.77 21,716 21,716 0 03 32 00 Conc Related Weather Conditions (Tarps/Ice/Hot Water) % 1.00% 414,158 4,142 4,142 0 Concrete Hoisting 03 31 00 Foundation and Misc Hoisting WK 2 7,837 15,675 15,675 0 03 31 00 Hoisting Mobilization LS 1 1,300 1,300 1,300 0 Steel Structure 05 12 00 Steel Beam and Joist Roof Framing TN 8 4,847 37,263 37,263 0 05 12 00 1.5" Type B Steel Roof Deck SF 1,141 5.43 6,196 6,196 0 05 12 00 3" Type N Steel Roof Deck SF 10,669 10.79 115,095 6,196 108,899 05 12 00 Steel Freight, 3.999/TL Mile TL 1 2,249 2,249 2,249 0 05 12 00 Steel Mobile Crane, Incl 2HR/DA OT WK 1 7,837 7,837 7,837 0 05 12 00 Steel Crane In/Out and Up/Down LS 1 1,755 1,755 Page 50 1,755 of 272 0 Powered by LENS aim ™ 32 J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Building Page 7 Item Description Unit Quantity Price Amount Prev Amt Variance Misc Steel Items 05 50 00 Other Miscellaneous Steel TN 0.5 11,350 5,675 5,675 0 Fireproofing 09 20 00 Drywall Fireproofing at Roof SF 5,125 0.00 Not Req'd Not Req'd Not Req'd Mass Timber Structure 06 13 00 Mass Timber Materials Allowance (Assumed Most Material by Owner) LS 1 25,000 25,000 25,000 0 06 13 10 Mass Timber Install (no hoisting) LS 1 70,551 70,551 70,551 0 06 13 10 Mass Timber Mobile Crane, Incl 2HR/DA OT WK 2 7,079 14,158 14,158 0 06 13 10 Mass Timber Crane In/Out and Up/Down LS 1 1,300 1,300 1,300 0 06 13 10 Joint Taping LF 0 0.57 0 0 0 06 13 10 Connections Detailing EA 170 61.28 10,390 10,390 0 09 90 00 Stain, Seal, & Varnish Mass Timber SF 7,538 1.40 10,538 10,538 0 Project Hoisting 01 54 00 Mobile Crane Oper, Fuel & Maintenance, Incl 2HR/DA OT WK 1 0.00 0 0 0 01 54 00 Mobile Crane Rental MO 0 0.00 0 0 0 01 54 00 Crane In/Out and Up/Down LS 1 0.00 0 0 0 ________ ________ ________ Total 743,283 628,188 115,095 6 Enclosure 0 Exterior Enclosure 04 20 00 Burnished CMU (Group B) SF 2,828 54.93 155,344 155,344 0 04 20 00 Plain CMU SF 427 45.25 19,321 19,321 0 07 42 00 24" Wide Metal Panels SF 10,669 42.99 458,625 977,682 -519,057 Enclosure Scaffolding 01 54 23 Exterior Conventional Scaffold SF 2,294 2.40 5,506 5,506 0 Backup Items 04 20 00 Masonry Weather Conditions (Tarp/Temp Heat) % 1.00% 174,666 1,747 1,747 0 05 41 00 DensGlas Sheathing SF 10,669 3.85 41,116 0 41,116 05 41 00 MWP Z Girts/Support Furring SF 10,669 5.09 54,342 54,342 0 05 41 00 Exterior Insulation, Rigid Polyisocyanurate SF 10,669 4.43 47,288 0 47,288 ________ ________ ________ Total 783,290 1,213,943 -430,653 7 Finish Carpentry 0 ________ ________ ________ Total 0 0 0 8 Roofing and Sheet Metal 0 Membrane Roofing 07 50 00 TPO Mech Attached Membrane SF 1,141 21.91 25,000 25,000 0 07 50 00 Roof Crickets SF 80 8.53 682 682 0 07 50 00 Tapered Insulation Prem SF 285 9.11 2,600 2,600 0 07 50 00 Membrane Turn-up at Parapet SF 1,148 6.27 7,189 7,189 0 Sheet Metal Flashing/Trim 13 34 00 Sheet Metal Coping LF 109 34.83 3,797 3,797 0 07 60 00 Roof Expansion Joints LF 40 58.06 2,322 2,322 0 07 60 00 Overflow Scuppers EA 2 495.97 847 847 0 13 34 00 Gutters LF 173 30.96 5,356 5,356 0 13 34 00 Downspouts LF 33 30.96 1,009 1,009 0 Exterior Blocking 06 10 10 Roof Blocking BF 349 11.16 3,894 3,894 0 06 10 20 Plywood at Parapet SF 1,148 5.52 6,335 6,335 0 ________ ________ ________ Total 59,032 59,032 0 9 Moisture Protection 0 Dampproofing & Waterproofing 07 10 00 Waterproof/Drain Mat at Fdn Walls SF 520 8.20 4,263 4,263 0 07 84 00 Misc Fire Stopping SF 0 0.94 0 6,588 -6,588 Joint Protection 07 90 00 Building Skin & Window Caulking LF 453 3.63 1,643 1,643 0 09 90 00 Misc Interior Caulking SF 6,994 0.26 1,798 1,798 0 ________ ________ ________ Total 7,705 14,293 -6,588 10 Doors and Hardware 0 Frames 33 Page 51 of 272 Powered by LENS aim ™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Building Page 8 Item Description Unit Quantity Price Amount Prev Amt Variance 08 11 00 Hollow Metal Frames, Welded EA 12 783.26 9,399 9,399 0 Doors 08 11 13 Hollow Metal Doors EA 8 1,173 9,382 9,382 0 08 11 13 Hollow Metal Doors EA 4 1,457 5,827 5,827 0 08 40 10 Int Storefront Doors EA 1 2,441 2,441 2,441 0 08 10 10 Unload & Distribute Dr, Frame, Hdwe EA 12 40.12 481 481 0 Hardware 08 70 00 Finish Hardware EA 12 1,126 13,518 13,518 0 34 Page 52 of 272 Powered by LENS aim ™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Building Page 9 Item Description Unit Quantity Price Amount Prev Amt Variance Specialty Doors 08 30 00 OH Sectinal Door EA 1 5,680 5,680 5,680 0 08 30 00 Coiling Door with Counter EA 1 5,198 5,198 5,198 0 ________ ________ ________ Total 51,926 51,926 0 11 Glass and Glazing 0 Exterior Glazing 08 40 00 Punch Windows SF 12 84.08 1,009 1,009 0 08 40 00 Curtainwall SF 955 124.24 118,654 118,654 0 08 40 00 Glazing Mobile Crane, Incl 2HR/DA OT WK 1 8,128 8,136 8,136 0 08 40 00 Glazing Skin Crane In/Out and Up/Down LS 1 1,820 1,820 1,820 0 08 40 00 Aluminum Ent Doors, 7 Feet Tall EA 4 4,268 17,072 17,072 0 08 40 00 ADA Door Operators EA 1 2,899 2,899 2,899 0 Skylights 08 60 00 Acrylic Panel Allowance LS 1 277,434 277,434 500,000 -222,566 08 60 00 Skylights SF 64 637.45 40,797 40,797 0 08 40 10 Door Lites and Misc Glazing EA 1 106.90 107 107 0 ________ ________ ________ Total 467,927 690,493 -222,566 12 Interior Partitions 0 Interior Drywall Partitions 00 00 00 Drywall Partitions-13.5', 30% Sound Batts LF 87 128.68 11,195 11,195 0 09 20 00 Double Layer Drywall Prem SF 589 2.71 1,597 1,597 0 ________ ________ ________ Total 12,792 12,792 0 35 Page 53 of 272 Powered by LENS aim ™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Building Page 10 Item Description Unit Quantity Price Amount Prev Amt Variance 13 Ceilings and Acoustic 0 Exposed Structure 09 90 00 Paint Exposed Structure SF 12,099 1.17 14,215 2,956 11,258 Drywall Ceilings 09 20 00 Suspended Drywall Ceilings SF 400 7.06 2,825 2,825 0 Paint Ceilings 09 90 00 Epoxy Painted Ceilings SF 12,499 1.75 21,886 3,204 18,682 ________ ________ ________ Total 38,926 8,986 29,940 14 Floor Finishes 0 Stone and Tile Floors 09 30 00 Tile Shower Pan Premium EA 1 709.96 710 710 0 Flooring 09 90 00 Unfinished Exposed Floors SF 5,174 0.00 0 0 0 09 90 00 Clear Floor Sealer, One Coat SF 1,820 1.06 1,931 1,931 0 Base 09 60 00 Resilient Base, 4" LF 526 3.08 1,622 1,622 0 ________ ________ ________ Total 4,263 4,263 0 15 Wall Finishes 0 Paint Walls 09 90 00 Tape and Finish Drywall SF 4,551 1.26 5,736 5,736 0 09 90 00 Stair & Service Room Walls SF 80 0.81 65 65 0 09 90 00 CMU or Concrete Walls (Incl Blk Filler) SF 2,666 1.43 3,802 3,802 0 09 90 00 Paint Drywall Walls SF 3,815 2.00 7,616 7,616 0 09 90 00 Epoxy Painted Walls Premium SF 6,817 1.08 7,373 7,373 0 Stone and Tile Walls 09 30 00 Patterned Ceramic Tile Walls SF 256 19.58 5,011 5,011 0 09 30 00 Misc Stone & Tile SF 350 0.45 156 156 0 Painting Trim & Other Items 09 90 00 Finish Doors and Frames EA 2 185.54 371 371 0 09 90 00 Paint Rock Work SF 1,642 3.00 4,926 4,926 0 09 90 00 Misc. Items LS 1 400.00 400 400 0 ________ ________ ________ Total 35,458 35,458 0 16 Specialties 0 Signage and Directories 10 14 00 Signage and Directories LS 1 0.00 0 0 0 10 14 00 Door Signs EA 12 61.30 736 736 FF&E Safety Specialties 10 40 00 10 Lb Fire Extinguisher and Non-Rated Steel Cabinet EA 3 419.17 1,258 1,258 0 Toilet Partitions & Accessories 10 28 00 Toilet Accessories Small Toilets EA 1 372.32 372 372 0 10 28 00 Standalone Mirrors EA 1 216.65 217 217 0 Other Specialties 10 00 00 Theming - Signage and Décor LS 1 50,000 50,000 50,000 0 ________ ________ ________ Total 52,582 52,582 0 17 Equipment and Furnishings 0 ________ ________ ________ Total 0 0 0 18 Special Construction 0 13 11 00 Ray Tank (Gunnites)and Bridges) SF 791 90.00 71,190 71,190 0 13 11 00 Ray Tank Flooring Application Allowance SF 1,592 10.00 15,920 15,920 0 ________ ________ ________ Total 87,110 87,110 0 19 Elevators 0 ________ ________ ________ Total 0 0 0 20 Fire Protection 0 21 00 00 Basement Sprinklers SF 0 7.76 0 61,566 -61,566 ________ Page 54 of 272 ________ ________ Powered by LENS aim ™ 36 J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Building Page 11 Item Description Unit Quantity Price Amount Prev Amt Variance Total 0 61,566 -61,566 21 Plumbing 0 Fixtures & Drains 22 00 00 Plumbing Fixtures EA 12 1,162 13,945 13,945 0 22 00 00 Handwash Stations EA 4 591.62 2,366 2,366 0 22 00 00 Floor Drains EA 10 652.41 6,524 6,524 0 Equipment 22 00 00 Water Heating System EA 1 15,164 15,164 15,164 0 Piping and Rough-In 22 00 00 Backflow Preventer EA 1 0.00 0 0 0 22 00 00 Water Service Main LF 26 191.63 4,903 4,903 0 22 00 00 Sewer Service Main LF 26 118.72 3,038 3,038 0 22 00 00 Underslab Main Excavation & Backfill LF 51 254.40 13,019 13,019 0 22 00 00 Plumbing Risers (DWV, HW, CW) LF 14 437.78 6,129 6,129 0 22 00 00 Plumbing Horizontal Distribution LF 1,025 91.08 93,374 93,374 0 22 00 00 <3" Underslab Excavation & Backfill LF 173 126.96 21,900 21,900 0 22 00 00 >3" Underslab Excavation & Backfill LF 85 254.40 21,699 21,699 0 Roof Drains Gas Piping 22 00 00 Gas Piping System SF 6,994 0.73 5,137 5,137 0 Medical Equipment Insulation 22 00 00 Plbg Fxt & Piping Insulation LF 423 16.29 6,884 6,884 0 Miscellaneous 22 00 00 Life Safety System LS 1 700,000 550,000 700,000 550,000 700,000 550,000 0 ________ ________ ________ Total 914,084 764,084 914,084 764,084 0 22 HVAC Systems 0 Water Side Equipment Air Side Equipment 23 00 00 Rooftop Air Handlers TN 20 5,368 107,352 107,352 0 23 00 00 Unit and Other Heaters EA 3 1,625 4,875 4,875 0 23 00 00 Fans EA 1,422 32.25 45,841 45,841 0 Specialty HVAC Piping Sheet Metal 23 00 00 Sheet Metal Duct/GRD's (Building Area) SF 6,994 18.77 131,297 131,297 0 Insulation 23 00 00 Sheet Metal Insulation DSF 7,018 6.72 47,152 47,152 0 Control System 23 00 00 Controls SF 15,195 4.35 66,120 66,120 0 23 00 00 Owner Controls Training HR 9 137.26 1,235 1,235 0 Process Systems Miscellaneous 23 00 00 Test and Balance SF 6,994 0.33 2,273 2,273 0 23 00 00 System Validation SF 6,994 0.34 2,406 2,406 0 ________ ________ ________ Total 408,551 408,551 0 37 Page 55 of 272 Powered by LENS aim ™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:10 AM Building Page 12 Item Description Unit Quantity Price Amount Prev Amt Variance 23 Electrical 0 Power Distribution 26 00 00 480V Service Entrance & Switchgear EA 1 3,337 3,337 3,337 0 26 00 00 Service Feeder - Copper in EMT LF 10 28.05 288 288 0 26 00 00 TVSS Switchgear Premium EA 1 18,224 18,224 18,224 0 26 00 00 Grounding System SF 6,994 0.50 3,469 3,469 0 26 00 00 Power Distribution System SF 6,994 5.28 36,952 36,952 0 Emergency Generator MEP Equipment Power 26 00 00 RTU Hookup EA 1 1,692 1,692 1,692 0 26 00 00 Unit and Cabinet Heater Hookup EA 3 721.32 2,164 2,164 0 26 00 00 Exhaust Fan Hookup EA 2 636.58 1,273 1,273 0 26 00 00 HVLS Exhaust Fan Hookup EA 2 1,090 2,180 2,180 0 26 00 00 Non-Fusible Disconnect Switch EA 1 499.15 499 499 0 26 00 00 VFD Install EA 4 49.66 199 199 0 26 00 00 20A EMT Branch to Panel LF 171 18.78 3,204 3,204 0 26 00 00 Hookup Hold Opens and Operators EA 6 572.95 3,438 3,438 0 26 00 00 Hookup Overhead Doors EA 1 597.30 597 597 0 26 00 00 Pool Equipment Hookup EA 1 31,340 31,340 31,340 0 Lighting Distribution 26 00 00 Exit & Egress Lighting SF 6,994 0.39 2,725 2,725 0 26 00 00 Light Fixtures EA 59 978.44 57,419 57,419 0 26 00 00 Exterior Building Lighting EA 16 1,648 26,364 26,364 0 26 00 00 Emergency Battery Backup EA 8 119.03 952 952 0 26 00 00 20A Whip, 6' Max LF 352 9.03 3,180 3,180 0 26 00 00 20A EMT Jct Box to Jct Box LF 1,226 18.78 23,030 23,030 0 26 00 00 20A EMT Ckt Branch to Panel LF 171 18.78 3,204 3,204 0 26 00 00 Light Switches (MC) EA 11 364.97 4,015 4,015 0 26 00 00 Light Switches (EMT) EA 2 487.12 974 974 0 26 00 00 Occupancy Sensor (Ceiling; DT; SR) EA 7 684.64 4,793 4,793 0 26 00 00 Occupancy Sensor (Wall; DT; DR) EA 2 687.65 1,375 1,375 0 26 00 00 20A EMT Jct Box to Jct Box LF 56 18.78 1,047 1,047 0 Receptacle Power 26 00 00 20A EMT Duplex Wall Outlets EA 74 417.85 30,929 30,929 0 26 00 00 Dedicated Circuits EA 1 1,946 1,946 1,946 0 26 00 00 20A EMT Ckt Branch to Panel LF 341 18.78 6,407 6,407 0 Elevator Specialty Equipment Power Low Voltage System Conduit 26 00 00 Low Voltage Systems Conduit SF 6,994 0.61 4,272 4,272 0 26 00 00 Fire Alarm - 1" EMT conduit LF 146 13.92 2,038 2,038 0 Miscellaneous 26 00 00 Temporary Wiring/Lighting SF 6,994 0.45 3,174 3,174 0 26 00 00 System Validation SF 6,994 0.31 2,165 2,165 0 ________ ________ ________ Total 288,865 288,865 0 24 Low Voltage 0 Communications 27 10 00 Fiber Optic Backbone LF 355 12.54 4,456 4,456 0 27 20 00 WiFi Access Points EA 7 1,395 9,757 9,757 0 27 51 20 Sound Masking System SF 5,335 1.61 8,583 8,583 0 28 40 00 Fire Alarm Systems SF 6,994 2.52 17,608 17,608 0 28 10 00 Card Access Entrances EA 4 2,332 9,327 9,327 0 28 20 00 CCTV Cameras @ Entrances EA 2 7,097 14,193 14,193 0 ________ ________ ________ Total 63,925 63,925 0 38 Page 56 of 272 Powered by LENS aim ™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:11 AM TradeSummary (2) Page 1 OKC Zoo - Stingray Bay Oklahoma City, Oklahoma December 9, 2025 Concept Estimate Pt. 3 - Steel EDITED 6,994 SF 6,994 SF 0 SF Stingray Exhibit with Cost Code Description Sitework LSS Building Total Cost/SF Previous Total Variance 01 00 00 General Conditions 17,856 332,144 350,000 50.04 350,000 0 01 11 00 Cost of Work 8,258 50,615 58,873 8.42 57,372 1,501 01 21 00 Allowances 0 130,000 130,000 18.59 100,000 30,000 01 54 23 Enclosure Scaffolding 0 5,506 5,506 0.79 6,924 -1,418 01 57 00 Temporary Erosion Control 1,827 0 1,827 0.26 789 1,038 01 74 23 Final Clean 0 4,588 4,588 0.66 4,319 269 03 31 00 Concrete Foundations 0 402,244 402,244 57.51 204,637 197,607 03 32 00 Elevated Concrete Structure 0 42,106 42,106 6.02 1,889 40,216 03 35 00 Concrete Finishing 0 0 0 0.00 15,877 -15,877 04 20 00 Exterior Unit Masonry 0 176,412 176,412 25.22 55,656 120,756 05 12 00 Structural Steel Framing 0 170,396 170,396 24.36 103,968 66,428 05 41 00 Cold Formed Wall Framing 0 142,747 142,747 20.41 32,808 109,938 05 50 00 Metal Fabrications 0 5,675 5,675 0.81 2,787 2,889 06 10 10 Rough Carpentry - Lumber 0 3,894 3,894 0.56 6,604 -2,709 06 10 20 Rough Carpentry - Plywood 0 6,335 6,335 0.91 0 6,335 06 13 00 Mass Timber Materials 0 25,000 25,000 3.57 0 25,000 06 13 10 Mass Timber Install 0 96,399 96,399 13.78 0 96,399 07 10 00 Dampproofing and Waterproofing 0 4,263 4,263 0.61 4,632 -369 07 25 00 Weather & Air Barriers 0 0 0 0.00 3,371 -3,371 07 42 00 Siding Panels 0 458,625 458,625 65.57 0 458,625 07 50 00 Membrane Roofing 0 35,471 35,471 5.07 0 35,471 07 60 00 Flashing And Sheet Metal 0 3,170 3,170 0.45 20,615 -17,446 07 80 00 Spray Fireproofing 0 0 0 0.00 857 -857 07 84 00 Firestopping 0 0 0 0.00 4,625 -4,625 07 90 00 Joint Protection 1,088 1,643 2,731 0.39 3,621 -890 08 10 10 Doors, Frames, Hdwe Install 0 481 481 0.07 40 441 08 11 00 Hollow Metal Frame Supply 0 9,399 9,399 1.34 783 8,616 08 11 13 Hollow Metal Door Supply 0 15,209 15,209 2.17 1,173 14,036 08 30 00 Overhead Doors and Grilles 0 10,878 10,878 1.56 50,020 -39,141 08 40 00 Entrances, Storefronts, and Curtain Walls 0 149,590 149,590 21.39 233,593 -84,004 08 40 10 Interior Storefront, Doors and Glazing 0 2,547 2,547 0.36 0 2,547 08 60 00 Roof Windows and Skylights 0 318,231 318,231 45.50 86,063 232,167 08 70 00 Hardware 0 13,518 13,518 1.93 2,833 10,685 09 20 00 Plaster and Gypsum Board 0 15,617 15,617 2.23 16,161 -543 09 30 00 Tiling 0 5,878 5,878 0.84 0 5,878 09 60 00 Flooring 0 1,622 1,622 0.23 11,699 -10,077 09 90 00 Painting And Coating 0 80,658 80,658 11.53 19,214 61,444 10 00 00 Specialties 0 50,000 50,000 7.15 50,000 0 10 14 00 Signage 0 736 736 0.11 1,268 -532 10 28 00 Toilet, Bath, and Laundry Accessories 0 589 589 0.08 0 589 10 40 00 Safety Specialties 0 1,258 1,258 0.18 838 419 13 11 00 Swimming Pools 0 87,110 87,110 12.45 71,190 15,920 13 34 00 Fabricated Engineered Structures 0 10,162 10,162 1.45 86,602 -76,440 21 00 00 Fire Suppression 0 0 0 0.00 36,108 -36,108 22 00 00 Plumbing 0 914,084 914,084 130.70 703,726 210,358 23 00 00 HVAC 0 408,551 408,551 58.41 477,882 -69,331 26 00 00 Electrical 0 288,865 288,865 41.30 225,472 63,393 27 10 00 Structured Cabling 0 4,456 4,456 0.64 3,180 1,275 27 20 00 Data Communications 0 9,757 39 9,757 1.40 6,850 Page 57 of 272 2,907 Powered by LENS aim™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 Date 12/9/2025 11:11 AM TradeSummary (2) Page 2 Stingray Exhibit with Cost Code Description Sitework LSS Building Total Cost/SF Previous Total Variance 27 50 00 Area Communication & Monitoring Systems 0 0 0 0.00 3,900 -3,900 27 51 20 Sound Masking Systems 0 8,583 8,583 1.23 6,111 2,472 28 10 00 Access Control 0 9,327 9,327 1.33 4,664 4,664 28 20 00 Video Surveillance 0 14,193 14,193 2.03 14,193 0 28 40 00 Fire Alarm/Life Safety System 0 17,608 17,608 2.52 19,786 -2,178 31 20 00 Earthwork 83,024 57,090 140,114 20.03 61,696 78,418 31 23 00 Structural Excavation 0 39,035 39,035 5.58 28,083 10,952 31 31 00 Soil Poisoning 0 1,260 1,260 0.18 834 426 32 13 00 Site Concrete 42,535 0 42,535 6.08 23,784 18,751 32 32 00 Site Retaining Walls 0 0 0 0.00 924 -924 32 80 00 Irrigation 6,126 0 6,126 0.88 673 5,453 32 90 00 Planting 20,000 0 20,000 2.86 20,000 0 33 00 00 Site Utilities 0 0 0 0.00 25,329 -25,329 33 10 00 Water Utilities 31,325 0 31,325 4.48 20,398 10,926 33 30 00 Sanitary Sewer 16,919 0 16,919 2.42 12,682 4,237 33 40 00 Stormwater 8,560 0 8,560 1.22 3,698 4,862 33 52 00 Natural Gas Utilities 3,029 0 3,029 0.43 1,991 1,038 33 70 00 Site Electrical 9,095 0 9,095 1.30 6,013 3,082 _________ _________ _________ _______ _________ _________ Subtotal 249,642 4,643,524 3,983,252 4,893,166 4,232,894 699.62 682.72 3,320,807 1,572,360 912,087 BldgPermit Building Permit 589 10,951 11,540 1.65 8,102 3,437 Insurance Insurance 2,944 54,754 57,698 8.25 52,665 5,033 PerfBond GC Performance Bond 1,531 28,472 30,003 4.29 21,066 8,937 SubDefault Sub Default Program Rate 0 0 0 0.00 35,598 -35,598 EstCont Design & Estimate Contingency 7,641 142,131 149,772 21.41 137,530 12,243 Cont Construction Contingency 7,870 146,395 154,265 22.06 143,031 11,235 Inflation Escalation to Qtr 3 of 2026 10,133 188,484 198,617 28.40 139,455 59,162 Fee Fee 14,017 260,736 274,753 39.28 192,913 81,840 _________ _________ _________ _______ _________ _________ Subtotal 294,367 5,475,447 $4,489,922 5,769,815 824.97 $4,981,700 803.50 4,051,166 1,718,649 $930,534 _________ _________ _________ _______ _________ _________ Total 294,367 5,475,447 $4,489,922 $5,769,815 $4,981,700 $824.97 803.50 $4,051,166 $1,718,649 $930,534 40 Page 58 of 272 Powered by LENS aim™ J:\DesignPhaseServices\01Precon\OKC\11Amusement\2025\OKC Zoo - Stingray Exhibit\04_Estimates\Estimates\Conceptual Pt 2\OKCZT - Stingray Exhibit 12.9.25 TO: Chair and Trustees of the Oklahoma City Zoological Trust FROM: Dwight Lawson, Executive Director/CEO DATE: May 27, 2026 SUBJECT: Approve Contract for Architectural Services, Project MZ-0080, Cat Forest Renovation, SHR Studios. Background: On May 7, 2025, a Request for Qualifications for Cat Forest Renovation at the Oklahoma was submitted on the Electronic Bidding System. The Scope of Work for the Cat Forest Renovation consists of demolishing the Small Cat Interpretive Building and associated animal habitats and designing three individual exterior habitats for exotic small cats. The RFQ selection committee evaluated four Submitted Letters of Interest by Consultants and the RFQ selection committee conducted three interviews of the ranked Consultants on July 15th and July 17th, 2025. A finalized Agreement for Design Services is presented herein for the Trust’s consideration of approval. Recommendation: Agreement be approved. Page 59 of 272 CONTRACT FOR ARCHITECTURAL SERVICES Project No. MZ-0080 Cat Forest Renovation at the Oklahoma City Zoo and Botanical Garden Fixed Limit of Construction – $6,280,000 This Contract for Architectural Services (“Contract”) is entered into by and between SHR Studios, Inc. (“Architect”), and Oklahoma City Zoological Trust, a municipal trust (“Trust”), each a “Party” and collectively the “Parties.” WITNESSETH WHEREAS, the Trust intends to construct design and all other architectural services related to demolition of the Small Cat Interpretive Building, and associated animal habitats, and provide design for three individual exterior habitats for exotic small cats at the Oklahoma City Zoo and Botanical Garden (“Project”) and desires to engage the professional services of an Architect to design the Project; and WHEREAS, the Architect has been selected under the standards adopted and the procedures prescribed by the resolution establishing procedures for selection of architects, engineers and planners adopted by the City Council on July 23, 1974, amended on December 31, 1974, February 21, 1978, January 22, 1980, November 18, 1986, and August 29, 2023; and WHEREAS, the Architect will provide Architectural Services to design the Project for the Trust in accordance with the terms and conditions of this Contract; and WHEREAS, the Parties desire to enter into this Contract. NOW, THEREFORE, in consideration of the mutual covenants contained hereinafter relating to the Project, the Parties agree to the following: ARTICLE 1│SCOPE OF CONTRACT 1.1 Purpose. The Trust hereby retains the Architect and the Architect agrees to perform the Services for the Project as described and pursuant to the terms and conditions set forth herein. 1.2 Scope of Contract. A. This document, together with the following exhibits, represents the entire and integrated Contract between the Parties and supersedes all prior negotiations and agreements, either written or oral. B. The following exhibits are incorporated in and made a part of this Contract as if fully set out herein: Exhibit A – Scope of Work Exhibit B – Compensation Exhibit C – Anti-Collusion Affidavit Page 1 of 27 Page 60 of 272 Exhibit D – Business Relationship Affidavit Exhibit E – Additional Services Exhibit F – Certificate of Non-Discrimination Exhibit G – Firearm Non-Discrimination Verification C. Any reference to the Contract herein shall also include all of the above-listed incorporated exhibits. D. If there is a conflict in language, terms, conditions, or provisions, between the text of this document and any language, term, condition, or provision in any exhibit, then the text of this document shall govern and control. 1.3 Definitions. For all purposes of this Contract, except as otherwise expressly provided herein or unless the context hereof otherwise requires, the following words and terms shall have the following meanings: “Applicable Laws” means all laws, statutes, codes, ordinances, orders, judgments, decrees, injunctions, rules, regulations, permits, licenses, authorizations, directions, and requirements of and agreements with all federal, state, and local governments, agencies, and officials, that now or at any time hereafter may be applicable to the design, development, construction, or use or condition of the Project. “Architectural Services” or “Services” means the professional services required by and incidental to performing this Contract in accordance with the terms herein. “Bidding Documents” means the documents upon which subcontractors bid to procure materials for or construct this Project, or portion thereof, which includes: A. Those drawings and plans and specifications illustrating or describing the scope, quality, design, and scale of the Project or portion thereof applicable to each bid package; B. The City’s Standard Specifications for Construction of Public Improvements incorporated by reference; C. Any addenda approved by the Trust; and D. Any other terms and conditions made part of the notice to bidders. “City Engineer” means the City Engineer of the Trust or designee. “Construction Contract” means those terms and conditions that constitute the contract between the Trust and the Construction Contractor or Construction Manager (if applicable) for the construction of the Project. “Construction Contractor” means the person or persons, partnership, company, firm, corporation, or other entity awarded or to be awarded the contract for the construction of this Project. “Construction Documents” means those drawings and plans and specifications approved by the Architect and accepted by the Trust setting forth in detail all of the Work, materials, Page 2 of 27 Page 61 of 272 and conditions required for the construction and completion of the Project, including but not limited to the City’s Standard Specifications for the Construction of Public Improvements and Applicable Laws. “Construction Manager” means the construction entity selected or to be selected by the Trust pursuant to the Public Construction Management Act for Political Subdivisions, 61 O.S. §§ 215 et seq, to (i) provide preconstruction services for the Project to the Trust in coordination with the Architect, which includes, but is not limited to, design review, cost control, value engineering, constructability evaluation, and preparation of bid packages; and (ii) to administer the construction and completion of the Project. “Drainage Report” means a technical report that assesses the Project's stormwater runoff and proposes solutions to manage it effectively, which will include (i) all storm sewer design calculations to support the storm sewer design in the Project plans and (ii) drainage maps. “Effective Date” means the date upon the execution and delivery of this Contract by the Parties. “Estimated Maximum Construction Costs” or “EMCC” means the amount estimated by the Construction Manager to construct the Project or phase or portion thereof (if applicable). “Fixed Limit of Construction” means the not-to-exceed amount designated by the Trust as the maximum amount available for the construction cost of the Project. “Pre-Bid Conference” means a meeting with the Trust and potential bidders to discuss the Project, clarify specifications, and ensure potential bidders have a clear understanding of the Project and bidding requirements. “Project Manager” means the individual designated by the City Engineer to manage the design and construction of the Project on behalf of the City Engineer. “Utility Conference” means a meeting with the Architect, the Trust, the Construction Contractor or the Construction Manager (if applicable), and impacted utility companies to discuss utility impacts, right of way acquisition, and utility relocations for the Project. “Work” means the work or services performed by the Construction Contractor or Construction Manager (if applicable) and their subcontractors in the performance of constructing the Project. Article 2│ BASIC SERVICES 2.1 Tasks. The Architect is hereby engaged and employed by the Trust to perform in accordance with good Architectural practices and in the best interest of the Trust in accordance with the Page 3 of 27 Page 62 of 272 professional standard of care all of the Services as set out in this Contract, including but not limited to the following: Task 1A – Construction Manager Preparation Services (Not required for this project) If the Trust intends to secure a Construction Manager for the Project, the Architect will: (1) Understand Construction Management Method. Review and understand Oklahoma law pertaining to the construction management at risk (CMAR) delivery method for public construction projects pursuant to the Public Construction Management Act for Political Subdivisions, 61 O.S. §§ 215 et seq, the Public Competitive Bidding Act of 1974, 61 O.S. §§ 101 et seq, and the Fair Pay for Construction Act, 61 O.S. §§ 221 et seq and be familiar with the Trust’s CMAR contract template. (2) Construction Manager Solicitation. Prepare a scope for the Project to include an estimated cost to complete the Project and a Project schedule, all to be used for the Trust’s solicitation of a Construction Manager for the Project. (3) Construction Manager Selection. Review proposals received from Trust’s CMAR solicitation for this Project and rank their qualifications and experience according to established Trust processes. The Architect will attend the Trust’s CMAR interviews and offer comments and make recommendations to the Trust as appropriate. Task 1B – Programming and Conceptual Design Services (Completed under the auspices of an Informal Contract) Task 1C - Preliminary Report Services (Not required for this project) (1) Requirement Evaluation. The Architect in coordination with the Construction Manager (if applicable) will ascertain, review, and evaluate the Trust’s design objectives, constraints, criteria, and other requirements for the Project. (2) Project Components. The Architect will review with the Trust and Construction Manager (if applicable) site use, improvements, selection of materials, building systems and equipment, construction methods, and methods of Project delivery. (3) Ownership Map. The Architect will complete and submit to the Trust and the Construction Manager (if applicable) within thirty (30) calendar days of written notice to proceed with this task from the City Engineer a geographical or plat map that visually represents property boundaries and the legal ownership details for the area relevant to the Project. (4) Property Acquisition. As applicable and requested by the City Engineer/Trust, the Architect will survey and prepare legal descriptions and temporary and permanent easements and right-of-way for any property that will need to be acquired by the Trust to Page 4 of 27 Page 63 of 272 accommodate the Project, assist the Trust with negotiating and acquiring such property, and provide a proposal for staking easements and right-of-way. (5) Schematic Design Studies. The Architect will in coordination with the Construction Manager (if applicable) prepare schematic design studies consisting of drawings and other documents illustrating the scale and relationship of Project components. (6) Schematic Design Submittal. The Architect will provide the Trust and the Construction Manager (if applicable) with a PDF copy and three (3) hard copies, if requested, of the prepared schematic design studies for review, comment, and City Engineer approval to proceed with preparing a preliminary report. (7) Meetings and Conferences. A. The Architect will hold all necessary meetings and conferences with the Trust , utilities, stakeholders, regulatory agencies, Construction Manager (if applicable), and all other interested parties. B. The Architect will also hold and manage at least one (1) Utility Conference at a location and time determined by the City Engineer. (8) Construction Cost. The Architect will prepare a construction cost estimate for the Project; provided, however, to the extent the Trust has secured a Construction Manager for the Project, the Construction Manager will be responsible for preparing construction costs estimates and the Architect will assist the Construction Manager as requested and as appropriate. (9) Preliminary Report. The Architect shall prepare from the approved schematic design studies a Preliminary Report for the Project. The Preliminary Report will: A. Consist of drawings and other documents to fix and describe the size and character of the Project as to structural, mechanical and electrical systems, preliminary site drawing, materials and such other essentials as may be appropriate, all of which will conform with the City’s Standard Specifications for the Construction of Public Improvements and Applicable Laws; B. Include the building permits and licenses required for the Project, with a complete set of plans for each permit or license required; C. Include a topographical survey of the site, layout of any existing, proposed, or recommended sanitary sewers, water lines, storm sewers, other underground obstructions, street improvements, site drainage and detention studies as appropriate, any or all of which might affect the construction of this Project; D. Include well-established utility and right-of-way or easement requirements for the Project; E. Include, if applicable, a drainage study to determine one hundred (100) year flood elevation with complete computations and calculations; and F. Cover the total construction of the Project by phases or sections and recommend the order of construction and completion of each phase of construction. Page 5 of 27 Page 64 of 272 (10) Preliminary Report Submittal. The Architect will provide the Trust and the Construction Manager (if applicable) with a PDF copy and three (3) hard copies of the prepared Preliminary Report for review, comment, and City Engineer approval. (11) Submittal Format. All design, studies, plans, and reports shall be prepared using the appropriate updated title sheet provided by the Trust. (12) Revisions. The Architect will promptly make revisions and additions to design, studies, plans, and reports as requested by the City Engineer/Trust. (13) Architect Recommendation. The Architect shall recommend the Preliminary Report be received by the Trust. (14) Geotechnical Investigation. A. The Architect will recommend to the Trust the name of a geotechnical investigation or service firm from the City’s listing of on-call engineering and testing laboratory contract firms. B. The Architect will procure all geotechnical services related thereto, including, but not limited to sampling, test boring, subsurface explorations, analysis and other investigations required for determining conditions and geotechnical recommendations for foundations and paving design. C. The Architect will also identify and coordinate all requirements for geotechnical investigation, including, but not limited to, sampling and analysis of water, soil, rock, and other substances by the geotechnical firm as appropriate. D. The Architect shall submit to the Trust the geotechnical investigation proposal/contract with their scope of work for the Project. Task 1D – Schematic Design (in lieu of a Preliminary Report) (1) Requirement Evaluation. The Architect in coordination with the Construction Manager (if applicable) will ascertain, review, and evaluate the Trust’s design objectives, constraints, criteria, and other requirements for the Project. (2) Project Components. The Architect will review with the Trust and Construction Manager (if applicable) site use, improvements, selection of materials, building systems and equipment, construction methods, and methods of Project delivery. (3) Schematic Design Studies. The Architect will in coordination with the Construction Manager (if applicable) prepare schematic design studies consisting of drawings and other documents illustrating the scale and relationship of Project components. (4) Schematic Design Submittal. The Architect will provide the Trust and the Construction Manager (if applicable) with a PDF copy and three (3) hard copies of the prepared schematic design studies for review, comment, and City Engineer approval to proceed with preparing a preliminary report. Page 6 of 27 Page 65 of 272 (5) Meetings and Conferences. A. The Architect will hold all necessary meetings and conferences with the Trust , utilities, stakeholders, regulatory agencies, Construction Manager (if applicable), and all other interested parties. B. The Architect will also hold and manage at least one (1) Utility Conference at a location and time determined by the City Engineer. (6) Construction Cost. The Architect will prepare a construction cost estimate for the Project; provided, however, to the extent the Trust has secured a Construction Manager for the Project, the Construction Manager will be responsible for preparing construction costs estimates and the Architect will assist the Construction Manager as requested and as appropriate. (7) Revisions. The Architect will promptly make revisions and additions to design, studies, plans, and reports as requested by the City Engineer. (8) Geotechnical Investigation. (Provided by the Trust) A. The Architect will recommend to the Trust the name of a geotechnical investigation or service firm from the City’s listing of on-call engineering and testing laboratory contract firms. B. The Architect will procure all geotechnical services related thereto, including, but not limited to sampling, test boring, subsurface explorations, analysis and other investigations required for determining conditions and geotechnical recommendations for foundations and paving design. C. The Architect will also identify and coordinate all requirements for geotechnical investigation, including, but not limited to, sampling and analysis of water, soil, rock, and other substances by the geotechnical firm as appropriate. D. The Architect shall submit to the Trust the geotechnical investigation proposal/contract with their scope of work for the Project. Task 2 - Final Plan Services (1) Prepare Final Plans. Based on the approved Preliminary Report in whole or in part by the Trust and any adjustments authorized by the Trust, the Architect shall proceed as directed in writing by the City Engineer to prepare detailed final plans and specifications in conformance with the City’s Standard Specifications for the Construction of Public Improvements and Applicable Laws. (2) Conformity to Standard Specifications. To the extent the Architect identifies any non- conformity with the City’s Standard Specifications for the Construction of Public Improvements in Project plans and specifications but approves of such non-conformity, the Architect will document each instance, provide a basis therefore, and bring the non- conformities to the attention of the City Engineer no later than at next appropriate stage of review. Page 7 of 27 Page 66 of 272 (3) Review. At intervals appropriate to the progress during this task or as otherwise requested by the Trust, the Architect shall provide design studies and updated plans and specifications to the Trust and the Construction Manager (if applicable) for review. (4) Meetings and Consultations. The Architect will meet with the Trust and the Construction Manager (if applicable) at any time requested for consultation or conference as directed by the Trust. (5) Review of Construction Manager Submissions. To the extent the Trust has already secured a Construction Manager for the Project during this Task 2, the Architect will timely review and provide feedback on submissions from the Construction Manager, to include, but not limited to, the Construction Manager’s Project Estimated Maximum Construction Cost, schedule, and bid packages. (6) 60% Design Responsibilities. A. Submissions and Resolution. i. When 60% design is accomplished, the Architect will provide the Construction Manager for review (if applicable) and Trust for review and approval with: a. A PDF copy of the 60% plans fully incorporating and resolving all previous feedback and direction from and to the satisfaction of the Trust Engineer and any other information or assistance requested to facilitate the Construction Manager’s 60% design responsibilities with the Trust (if applicable); b. A detailed construction cost estimate for said improvements, extensions, and repairs (if the Trust has not secured a Construction Manager for the Project during this task); c. A Drainage Report supporting the 60% plans; and ii. After Trust review, the Architect will promptly resolve any conflicts or issues identified during review and will incorporate all recommended changes prior to submitting 90% plans. iii. This submittal does not stop, impact, or otherwise delay the Architect’s contract-allotted time for completion and submittal of final plans and specifications. B. Notice to and Coordination with Public Utilities. When 60% design is accomplished, the Architect will: i. Notify all known utility companies and other entities with facilities affected by the proposed Project and furnish them with a copy of the 60% plans; ii. Initiate, coordinate, and administer necessary utility and facility relocations or modifications for the Project; iii. Compile all necessary documents for review of the relocation plan, including schedule and cost; iv. Revise the 60% plans to incorporate any utility relocations and any project plan revisions; v. Conduct a final conference on the 60% plans with the utilities and affected entities to confirm and affirm the plans, the costs, and the schedule; and Page 8 of 27 Page 67 of 272 vi. Provide a written relocation schedule with the current status of the relocation timelines to the Trust’s Project Manager. C. Engineering Services Required. Should it be necessary to extend or relocate public utilities, storm sewer, sanitary sewer, waterlines, or paving, the Architect shall procure the aid of a registered professional engineer to prepare construction documents as may be required for these improvements and submit same to the City Engineer and the Trust for approval. Detailed construction plans will be required on all storm sewer, sanitary sewer, waterlines, and paving construction in accordance with the following: i. Plans will include a profile of all proposed improvements and indicate right- of-way and easements, existing or to be acquired. ii. Plans will include a complete drainage map and calculations, detail of special structures, typical paving section, manhole detail, storm sewer inlet details, etc. iii. Plans must be signed and sealed by a Professional Engineer registered in the State of Oklahoma. iv. The horizontal scale used on plan and profile sheets shall be 1”=30' or 1”=40'. The vertical scale shall be 1”=3' or 1”=4'. v. Sheet size shall be 24” x 36”. vi. All street returns shall have a minimum thirty (30) foot radii. Driveway returns shall have a minimum of twenty (20) foot radii. vii. On construction plans the streets should reflect the name, existing surface and existing and proposed right-of-way width. viii. All utility easements shall have a minimum width of fifteen (15) feet. ix. All elevations shown on the plans shall be based on United States Geological Survey datum. (7) 90% Design Responsibilities. A. When 90% design is accomplished, the Architect will provide the Construction Manager for review (if applicable) and Trust for review and approval with: i. A PDF copy of the 90% plans fully incorporating and resolving all previous feedback and direction from and to the satisfaction of the City Engineer and any other information or assistance requested to facilitate the Construction Manager’s 90% design responsibilities with the Trust; ii. A detailed construction cost estimate for said improvements, extensions, and repairs (if the Trust has not secured a Construction Manager for the Project during this task); iii. A Drainage Report supporting the 90% plans; and B. After Trust review, the Architect will promptly resolve any conflicts or issues identified during review and will incorporate all recommended changes prior to submitting 95% plans. C. This submittal does not stop, impact, or otherwise delay the Architect’s contract- allotted time for completion and submittal of final plans and specifications. (8) 95% Design Responsibilities. Page 9 of 27 Page 68 of 272 A. When 95% design is accomplished, the Architect will provide the Construction Manager for review (if applicable) and Trust for review and approval with: i. A PDF copy of the 95% plans fully incorporating and resolving all previous feedback and direction from and to the satisfaction of the City Engineer and any other information or assistance requested to facilitate the Construction Manager’s 95% design responsibilities with the Trust; ii. A detailed construction cost estimate for said improvements, extensions, and repairs (if the Trust has not secured a Construction Manager for the Project during this task); iii. A Drainage Report supporting the 95% plans; and B. After Trust review, the Architect will promptly resolve any conflicts or issues identified during review and will incorporate all recommended changes prior to submitting the final plans and specifications. (9) Final Plans Submittal. Based upon all foregoing reviews, requests, revisions, and approvals, the Architect will prepare and furnish final plans and specifications for the Project to the Construction Manager for review (if applicable) and the Trust for approval. The Architect will furnish the Trust with two (2) full size sets, three (3) half size sets, and a PDF of the final plans and specifications, all at no additional cost to the Trust. (10) Final Plan Requirements. A. Final plans and specifications shall be prepared using the appropriate updated title sheet provided by the Trust. B. The horizontal scale used on plan and profile sheets shall be 1”=30' or 1”=40'; the vertical scale shall be 1”=3' or 1”=4'; and the sheet size shall be 24” x 36”. C. The Architect must indicate on final plans and profiles all water lines, sanitary sewer lines, storm water facilities, gas lines, oil lines, telephone and communication conduits, and all other surface and underground obstructions, which might affect the construction of the Project. D. Prior to the submission of the final plans and specifications to the Trust, the Architect shall identify all required permits and licenses for the Project, and submit plans and specifications required for review by the Trust department and any other governmental or regulatory entity whose approval is required for granting building permits and other required permits, licenses and approvals. E. Final design shall include the establishment of permanent horizontal and vertical alignment control points throughout the entire Project limits of all storm sewers, sanitary sewers, paving, water and/or appurtenances. The Architect shall provide a permanent benchmark within two hundred (200) feet of the beginning and ending of the proposed Project construction. All surveys and control points shall be tied to the Trust’s GIS control network and datum. Benchmarks will be established by the Architect and must provide and maintain all additional surveys, construction staking, field controls and benchmarks in accordance with the City’s Standard Specifications for Construction Staking. F. Final design will include a Drainage Report supporting the final plans and specifications. Page 10 of 27 Page 69 of 272 Task 3 - Bidding Services (1) Meetings. The Architect will meet with the Trust and its representatives and the Construction Manager (if applicable) at any time requested or directed by the Trust for consultation or conference. (2) Prepare Bid Packages. The Architect will prepare bid packages for long-lead material and equipment and bid packages for the Trust for review or provide input on long-lead material and equipment and bid packages prepared by the Construction Manager (if applicable). The Architect will ensure the bid packages comply with the Trust’s Standard Specifications for the Construction of Public Improvements and Applicable Laws. (3) Develop Special Questionnaires. Provide support and assistance to the Trust and Construction Manager (if applicable) to develop special questionnaires for trades that do not have City pre-qualification categories and requirements. (4) Pre-Bid Conference. The Architect shall hold at least one (1) Pre-Bid Conference at such location and time determined by the City Engineer and in coordination with the Construction Manager (if applicable). (5) Addenda. The Architect will timely prepare and submit to the Trust and the Construction Manager (if applicable) for review and approval addenda answering all questions regarding the Project raised at the Pre-Bid Conference or submitted through the electronic bidding system. (6) Bid Recommendations. A. Once bids are opened or quotes are received but prior to award, the Trust will promptly provide the Architect with a copy of the bids or quotes. B. The Architect will, within two (2) Business Days of receipt: i. Review the bids or quotes; ii. Identify any bids or quotes believed to be unbalanced; iii. Provide its recommendation to the Trust and the Construction Manager (if applicable) for the lowest and best responsible bidder or quoter; and iv. If recommending other than the lowest bidder or quoter the Architect will provide a detailed written statement of the reason for its recommendation. (7) Bids Exceeding Fixed Limit of Construction. If all timely and properly submitted bids exceed the Fixed Limit of Construction, the Architect, at no increase or additional cost to the Trust, shall promptly redesign the Project and redraft the Bidding Documents so that the bids pursuant to a subsequent solicitation come within the Fixed Limit of Construction and will participate in the rejection and re-advertising of Bidding Documents. (8) Assistance. The Architect shall assist, review, and make recommendations to the Trust and Construction Manager (if applicable) on all bidding issues. Task 4 - Construction Administration Services Page 11 of 27 Page 70 of 272 (1) Contract Administration. The Architect shall provide administration of the Construction Contracts during construction until final acceptance of the Project; provided, however, to the extent the Trust has secured a Construction Manager for the Project, the Construction Manager will administer the Construction Contracts and the Architect will only provide support to the Construction Manager and Trust as needed. (2) Site Visits and Meetings. The Architect shall observe and review the Work at intervals appropriate to the stage of construction and the nature of the activities being undertaken by the Construction Contractor or Construction Manager (if applicable) and as requested by the City Engineer or Project Manager to become familiar with the Work and to determine whether such Work is proceeding in accordance with the Construction Documents. The Architect will make a site visit or attend a progress meeting not less often than every other week during construction of the Project. Promptly after such visits and meetings, the Architect will provide to the Trust reports detailing the progress and quality of the Work and any defects or deficiencies in the Work. (3) Pre-Work Conferences. The Architect will assist in coordination of pre-work conferences for the Construction Contractor or Construction Manager (if applicable), the Trust, and all other interested parties. (4) Alignment. The Architect will (i) establish permanent horizontal and vertical alignment control points throughout the entire Project limits from which the Construction Contractor or Construction Manager (if applicable) shall set its control for construction (if applicable to this Project, the Architect will also provide bridge centerline horizontal and vertical control points); and (ii) provide a permanent benchmark within two hundred (200) feet of the beginning and ending of the proposed construction. All surveys and control points shall be tied to the Trust’s GIS control network and datum. (5) Review of Staking. Construction staking is to be performed by the Construction Contractor or Construction Manager or its Subcontractors (if applicable). The Architect will periodically affirm for the Trust that staking and grade are done in accordance with the City’s Standard Specifications for Public Improvements and Project plans and specifications. (6) Interpretation of Plans. The Architect will provide interpretations of the Construction Documents necessary for the proper execution or progress of the Work with reasonable promptness upon request of the City Engineer or Project Manager or the Construction Contractor or Construction Manager (if applicable). The Architect will prepare and provide written decisions within a reasonable time but in no event later than seven (7) calendar days following receipt of a request. (7) Ensuring Compliance and Reporting Progress and Defects. A. The Architect is responsible for ensuring that Work is proceeding in accordance with the Construction Documents. Page 12 of 27 Page 71 of 272 B. The Architect will periodically review as-built drawings as may be appropriate or required by the Trust or its contracts with the Construction Contractor or contractors or the Construction Manager (if applicable). C. The Architect will keep the Trust and the Construction Contractor or Construction Manager (if applicable) informed of the progress of the Work. D. If the Architect becomes aware of any defective or damaged material which is or may be incorporated into the Work, the Architect will promptly inform the applicable contractor and then the Construction Contractor or Construction Manager (if applicable) and then the Trust. E. The Architect shall recommend rejection to the City Engineer of Work that does not conform to the Construction Documents. (8) Document Review and Response. A. The Architect will review and approve or disapprove or take other appropriate action with respect to requests for information, change order requests, amendments, field changes, and all submissions from the Construction Contractor or Construction Manager (if applicable) and subcontractors in an expeditious manner so as not to delay progress of the Work but no longer than fourteen (14) calendar days from receipt of documents. B. The Architect’s review will be for (i) compliance with Applicable Laws, (ii) conformance of such documents with the Project design concept and plans and specifications and Construction Documents, and (iii) determining whether the Work when completed will be in compliance with the Construction Documents; provided, the approval of a specific item shall not be construed to be an approval of an assembly of which the item is a component. C. The Architect will maintain a listing of all documents received and created and their status. (9) Preparation of Documents and Drawings. A. The Architect will prepare clarification drawings, change orders, field changes, amendments, and any other documents appropriate to perform this Contract as needed and upon request of the Trust or the Construction Contractor or the Construction Manager (if applicable). B. The Architect will make revisions to the Construction Documents as needed. C. The Architect will provide such documents to the Construction Contractor or Construction Manager (if applicable) for review and the Trust for approval. (10) Responsibility Limitations. A. The Architect does not guarantee the Construction Contractor’s or Construction Manager’s (if applicable) performance with their Construction Contracts with the Trust. The Architect is not responsible for and will not have control over or charge of construction means, methods, techniques, sequences, or procedures in connection with the Work nor is the Architect responsible for any failure of the Construction Contractor or Construction Manager (if applicable) to carry out the Work in accordance with the Construction Documents. Page 13 of 27 Page 72 of 272 B. The Architect does not guarantee the performance of the contract by the Construction Contractor or Construction Manager (if applicable), nor is it responsible for construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the Work, and it shall not be responsible for a Construction Contractor's or Construction Manager’s (if applicable) failure to carry out the Work in accordance with the Construction Contract. (11) Record of Work. The Architect will collect and keep a record of the Work performed by any contractor on this Project and provide to the City Engineer and the Construction Contractor or Construction Manager (if applicable) a monthly progress report covering the Work performed. (12) Review of Claim Vouchers. A. Laboratory Claims. The Architect will review and recommend approval of testing laboratory claim vouchers within ten (10) business days of receipt of claim. B. Regular Pay Claims. i. The Architect will review claim vouchers submitted by the Construction Contractor or the Construction Manager (if applicable): a. To ensure the claims are complete and in accordance with Section 112 of the City’s Standard Specifications for the Construction of Public Improvements; and b. To determine the amounts owing based on inspections at the site and evaluation of the claims. ii. The Architect will approve or reject such claims within seven (7) calendar days of receipt. iii. The Architect will certify to the Trust that the Work for which payment is sought has been performed and progressed as indicated and is in accordance with the Construction Documents and that Construction Contractor or contractor or Construction Manager (if applicable) is entitled to payment of the amount certified. iv. The Architect will use reasonable efforts to resolve any discrepancy in the claims or dispute therefrom which may exist between the Architect and the Construction Contractor or Construction Manager (if applicable) prior to submitting its certification to the Trust. C. Final Pay Claim. i. The Architect will review the final claim voucher submitted by the Construction Contractor or Construction Manager (if applicable): a. To ensure the final claim is complete and in accordance with Section 112 of the City’s Standard Specifications for the Construction of Public Improvements; and b. To determine the final amount owing based on inspections at the site and evaluation of the claim. ii. The Architect will approve or reject the final claim within fourteen (14) days of receipt. Page 14 of 27 Page 73 of 272 iii. The Architect will certify to the Trust that the Work for which final payment is sought has been performed and progressed as indicated and is in accordance with the Construction Documents and that Construction Contractor or Construction Manager (if applicable) is entitled to payment of the amount certified. iv. The Architect will use reasonable efforts to resolve any discrepancy in the final claim or dispute therefrom which may exist between the Architect and the Construction Contractor or Construction Manager (if applicable) prior to submitting its certification to the Trust. (13) Inspections and Observations. A. General. The Architect will observe major systems and equipment on site to determine conformance to approved shop drawings, product data, and samples and will carry out inspections of the Work and Materials as may be appropriate or necessary to perform this Contract. At any time during construction, the Architect may be given the authority to require additional inspection or testing of the Work or Materials by the City Engineer. B. Pre-Final Inspection. The Architect shall coordinate and conduct Pre-Final Inspections with the Construction Contractor or Construction Manager (if applicable) and the Trust’s representatives to determine and certify to the Trust the substantial completion of the Work and shall develop a punch list of all Work remaining to achieve full compliance with the Construction Documents or a Final Inspection Report if no deficiencies are identified. C. Final Inspection and Certification. Upon the Construction Contractor’s or Construction Manager’s (if applicable) notice of completion of the punch list items, the Architect shall verify the completion of the punch list items and will then coordinate and conduct Final Inspections with the Construction Contractor or Construction Manager (if applicable) and the Trust’s representatives. The Architect shall then submit to the Trust a Certificate of Completion wherein it is stated that all work performed by the Construction Contractor or Construction Manager (if applicable) was completed in accordance with the Construction Documents. (14) Communications. Except as otherwise provided in this Contract, communications with the Architect's subconsultants will be through the Architect. Communications with the Construction Contractor's or Construction Manager’s (if applicable) subcontractors and material suppliers will be through the Construction Contractor or Construction Manager (if applicable). Communications with other Trust contractors will be through the Trust. The Architect shall be available at all times for the purpose of communication. Task 5 - Record Drawing Services (1) Drawings. Upon termination of this Contract or completion of the Work, the Architect shall, at its expense, correct the original drawings to show all as-built changes based on information from the Construction Contractor or Construction Manager (if applicable) and reflecting the actual construction of the Project and shall furnish to the Trust, without expense, electronic files in the latest AutoCAD version compatible with the Trust’s current Page 15 of 27 Page 74 of 272 software and a PDF file in color. All written comments, changes, or other markings on the final drawings must be highlighted in RED color. (2) Calculations. Upon termination of this Contract or completion of the Work, the Architect shall also furnish the Trust, without cost to the Trust, all basic calculations used in the design of the structures and original field notes on all land surveys, at which time Architect shall receive the retained portion of its fee as provided in Exhibit B of this Contract. (3) GPS. The Architect shall submit GPS permanent benchmark with as-built drawings. (4) Manuals. For all building or facility projects, the Architect shall provide to the Trust three copies of an Operations and Maintenance (O&M) Manual covering all systems and equipment constructed, installed, or remodeled as a part of the Project. (5) Warranties. The Architect will collect and provide to the Trust all written warranties and any related documents required by the Construction Documents and assembled by the Construction Contractor or Construction Manager (if applicable). Article 3│ OTHER SERVICE TERMS AND CONDITIONS 3.1 Responsibilities with Construction Manager (If Applicable). For the duration of the term and performance of this Contract and all tasks herein, to the extent the Trust has secured a Construction Manager for the Project, the Architect will: A. Maintain continuous and effective lines of communication with, and be receptive and responsive to ideas, suggestions, inquiries, and requests from the Construction Manager and the Trust, and to perform in a manner designed to maximize agreeable resolutions of differences of opinion and disputes; and B. Inform the Construction Manager and the Trust of any advances or improvements in construction, design, or operational or safety technology which could result in cost savings, increased safety, increased efficiency, or other improvements of the Project. C. Provide the Construction Manager with all information, analysis, and documentation relating to the Project and all Work; D. Work with the Construction Manager with respect to coordinating, participating, and facilitating any inspection, testing, or analyses of any submittal, substitution, design draft, and Work performed or to be performed on or for the Project, and any portion thereof. E. Promptly and thoroughly review and study any and all analyses, reports, design, and other similar documents provided or prepared by the Construction Manager. 3.2 Relationship to Construction Manager (If Applicable) and Trust. The duties, obligations and responsibilities of the Architect under this Contract shall in no manner whatsoever be changed, altered, discharged, released, or satisfied by any duty, obligation, or responsibility of the Construction Manager (if applicable) to the Trust. It is expressly acknowledged and agreed by the Parties that the duties of the Architect to the Trust are independent of, and are not diminished by, any duties of the Construction Manager (if applicable) to the Trust. The Trust relies solely on the Page 16 of 27 Page 75 of 272 professional services, warranties, and representations of the Architect and the Construction Manager (if applicable) and assumes no responsibility for design or constructability. 3.3 Meetings and Reporting to the Trust. For the duration of the term and performance of this Contract and all tasks herein, the Architect will attend all meetings and conferences required by this Contract, as directed by the City Engineer/Trust, and those others as necessary to comply with the terms and conditions of this Contract, and take notes at each such meeting and prepare and deliver a report thereon to the Trust and Construction Manager (if applicable) in a timely manner but no later than seven (7) calendar days following such meetings. 3.4 No Claims for Extra Services. No claims for services of any kind, nature, or character other than those specifically set forth herein shall be recognized by, binding upon, or paid by the Trust unless such services are first approved in writing by the City Engineer. 3.5 Additional Services. Additional Services as enumerated in Exhibit E attached hereto shall only be provided upon prior written authorization from the City Engineer. 3.6 Notice to Proceed. The Architect shall proceed with providing Services upon receipt of a written notice to proceed from the City Engineer. 3.7 Deadlines. The Architect will complete the following tasks and submit all deliverables therefrom to the City Engineer/Trust in a form acceptable to the City Engineer/Trust within the periods of time specified: A. Task 1A Construction Manager Preparation Services within (Not required for this project) calendar days of receipt of written notice to proceed with such task from the City Engineer. B. Task 1B Programming and Conceptual Design Services within (Completed under the auspices of an Informal Contract) calendar days of receipt of written notice to proceed with such task from the City Engineer. C. Task 1C Preliminary Report Services within (Not required for this project) calendar days of receipt of written notice to proceed with such task from the City Engineer. D. Task 1D Schematic Design Services within ninety (90) calendar days of receipt of written notice to proceed with such task from the City Engineer. E. Task 2 Final Plan Services one hundred eighty (180) calendar days of receipt of written notice to proceed with such task from the City Engineer. 3.8 Trust Review Time. The Trust will endeavor to complete review of submitted schematic studies, preliminary reports, final plans, and any other deliverables within thirty (30) calendar days upon receipt from the Architect. 3.9 Requests for Extension of Time. If the Architect reasonably believes it will be unable to perform any of the Services within the time frames allotted herein, the Architect may request an extension of time in writing to the City Engineer, explaining the reason for the request, indicating the length of extension believed necessary to perform the Services, and providing evidence showing that the Architect will be unable to complete such Services in the time specified in the notice to proceed for reasons beyond its control. The City Engineer shall have sole discretion to Page 17 of 27 Page 76 of 272 grant a reasonable extension of time. The Architect is prohibited from claiming damages for delays and extensions of time. 3.10 Standard of Care. The Architect shall perform its services consistent with the professional skill and care ordinarily provided by architects practicing in the same or similar locality under the same or similar circumstances. The Architect shall perform its services as expeditiously as is consistent with such professional skill and care and the orderly progress of the Project. The Architect agrees to require all of its subconsultants, by the terms of their contracts, to provide services at the same standard of reasonable care required of the Architect. 3.11 Crime Prevention Through Environmental Design. The Crime Prevention through Environmental Design (CPTED) concept suggests that natural surveillance, natural access control, and territoriality can be effectively applied to a project and its surrounding environment to provide safety for users. A CPTED design can also promote community confidence and improve natural surveillance methods to reduce/prevent common crime and vandalism. The Architect should implement the concepts of CPTED, where appropriate, to reduce the real and perceived areas of potential problems during the project design. 3.12 Design Corrections. The Architect agrees to promptly make any necessary corrections to the designs, drawings, specifications or other documents, or Services furnished, when such documents or Services contain any errors, deficiencies or inadequacies caused by the Architect, at no cost to the Trust. 3.13 Notice of Design Limitations. The Architect will immediately advise the Trust at any time it believes that the Project being designed will exceed, or is likely to exceed, the Fixed Limit of Construction as set forth in this Contract. 3.14 Subconsultants and Subcontractors. The Architect agrees to submit for approval by the Trust, prior to their engagement, a list of any sub-consultants or subcontractors the Architect intends to engage to perform the Services herein. Such approval will not be unreasonably withheld. The Architect shall notify the Trust and seek pre-approval of any substitutions or changes in sub- consultants or sub-contractors. 3.15 Local Business Utilization Reporting. A. The Architect agrees to submit a Small, Local, and Minority Business Utilization ("LBU") Report to the Trust within fourteen (14) days of the issuance of the Notice to Proceed, to include the following information: 1. A list identifying each of its subconsultants or subcontractors; 2. The location and contact information of the principal place of business of each subconsultant or subcontractor; 3. The status of each subconsultant and subcontractor and their class of business (e.g., local, small, minority, N/A); 4. The general scope of work to be performed by each subconsultant or subcontractor; 5. The dollar amount of each subcontract; and 6. The tools and/or organizations used to locate and contact these businesses. Page 18 of 27 Page 77 of 272 B. The Architect further agrees to submit to the Trust a monthly report identifying the scope of work and amount of payments made to each subconsultant or subcontractor for the preceding month on a form provided by the Trust. Article 4│ COMPENSATION AND PAYMENT 4.1 Compensation. The Architect will be compensated in accordance with this Article 4 and Exhibit B attached hereto. 4.2 Claim Procedures. A. The Architect will electronically submit claim vouchers and invoices with supporting documentation to the Trust for payment on a monthly basis. B. Claim vouchers and invoices will: 1. Set forth in detail the Services performed for which payment is sought; 2. Match the formatting of Exhibit B to include subtasks; 3. Identify the percentage of task completion on account of Services performed; and 4. Contain the Architect’s certification that the amounts paid and to be paid pursuant to submitted claims is approximately in proportion to Services completed. C. The Trust will review claims vouchers and invoices for payment. Should the Trust question or request additional documentation or disapprove all or a portion of any invoice, the Architect will be promptly notified so that it may provide additional documentation sufficient to demonstrate the invoice and claim should be paid, in whole or in part. 4.3 Effect of Payment. Payment shall not be deemed to be approval of Services performed or waive any rights or obligations of the Parties to this Contract. Article 5│ RECORDS 5.1 Records and Accounts. A. The Architect will maintain all Project records, including, but not limited to, the following records, for the term of this Contract (i) until the date five (5) years after the final acceptance of the completed Project by the Trust, or (ii) until the date of final resolution of any outstanding disputes between the Parties, whichever date is later: all documents, notes, drawings, specifications, reports, estimates, summaries, renderings, models, photographs, field notes, as-built drawings, information, survey results, plans, computer files and any other materials produced, created or accumulated in performing this Contract that have not been submitted to the Trust subsequent to final completion of the Project and its internal accounting records, and other supporting documents pertaining to the claims and invoices for costs of the Services of this Contract. B. The Architect must maintain its accounting records in accordance with generally accepted accounting principles applied on a consistent basis. C. The Architect shall permit periodic audits by the Trust and Trust’s authorized representative. The periodic audits of the records in support of claims and invoices for the Page 19 of 27 Page 78 of 272 Contract shall be performed at times and places mutually agreed upon by the Trust and the Architect, such agreement not to be unreasonably withheld. 5.2 Ownership of Documents. All documents, notes, drawings, specifications, reports, estimates, summaries, computer files, renderings, models, photographs, field notes, as-built drawings, information, survey results, plans, and any other materials produced, created or accumulated in performing this Contract, are and shall remain the property of the Trust and may be used, reproduced, distributed, and published in whole or part without permission or any additional payments or fees to the Architect. Reuse of said documents by the Trust shall be at the Trust's risk and responsibility and not that of the Architect. The Parties may use any portions of said documents at their own risk and responsibility. Backup files of such documents are the property of the Architect. 5.3 Backup Required. In accordance with good architectural practices, the Architect must back up on a daily basis all data, CADD computer files, surveys, tests, work, plans, specifications, notes, calculations, RFI, records, reports, documents (collectively referred to as “data”) in the form of an electronic file safe and secure location. Should any data become lost, corrupted, inaccessible, or unusable (collectively “loss”), the Architect must timely recreate all data within the original time frame of the Architectural contract at its sole cost. No extensions or additional time will be granted the Architect for loss of data. No additional payment or reimbursement will be made to the Architect for loss of data. The Architect will be responsible for any and all costs, expenses, or lost opportunities incurred by The Trust, and construction contractor resulting from the failure to meet schedules, milestones, performance standards, or performance requirements related to loss of data. Article 6│ INDEMNITY 6.1 Indemnification. To the fullest extent permitted by law, the Architect agrees to indemnify, and hold harmless the Trust, any of its participating beneficiary trusts, and any of the Trust’s or trust’s officers, employees, agents, representatives, and contractors, against any and all liability for damage arising out of death or bodily injury to persons or damage to property which arises out of the negligence or fault of the Architect, its officers, employees, agents, or representatives, ; provided, such indemnification will not exceed an amount that is proportionate to the degree of negligence or fault of the Architect, its officer, employees, agents, representatives, or subcontractors as agreed to by the Parties in writing or as adjudicated liable. 15 O.S. § 221A. 6.2 Notice. Each Party shall promptly notify the other Party in writing upon receipt of any action, suit, or proceeding arising under Section 6.1 of this Contract. 6.3 Architect Obligations Not Affected by Insurance. The Architect’s obligations and liability to indemnify the Trust and its participating beneficiary trusts as provided in Section 6.1 herein shall not be affected in any way by any terms of insurance or any refusal by the insurer to indemnify the Architect under its policies of insurance. Article 7│ INSURANCE Page 20 of 27 Page 79 of 272 7.1 Insurance Requirements. The Architect shall procure and maintain insurance for this Project in accordance with the terms and conditions in this Article 7 against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Architect, its agents, representatives, subconsultants, or subcontractors. 7.2 Minimum Coverage. Coverage shall include the following policies with limits at least as broad as that set forth below: A. Worker's Compensation Insurance and Employer's Liability Insurance a. Worker's compensation insurance as prescribed by the laws of the state of Oklahoma and employer's liability insurance in an amount not less than two million dollars ($2,000,000) per occurrence for bodily injury or disease. B. Commercial General Liability Insurance a. Commercial general liability insurance coverage, including claims for products and completed operations, property damage, bodily injury and personal and advertising injury, with limits not less than two million dollars ($2,000,000) per occurrence and four million dollars ($4,000,000) general aggregate. C. Automobile Liability Insurance a. Automobile liability insurance coverage as to the ownership, maintenance, and use of all owned, non-owned, leased, or hired vehicles with limit no less than two million dollars ($2,000,000) per occurrence for bodily injury and property damage. D. Professional Liability (Errors and Omissions) Insurance a. Professional liability (errors and omissions) insurance appropriate to the Architect’s profession with a limit of no less than two million dollars ($2,000,000) per occurrence (or claim). 7.3 Coverage When City Trust Party. If the City and any of its public trusts are parties to this Contract, all terms and conditions in this Article 7 shall apply to both the City and such trusts, coverage minimums required herein will be increased by the same amounts for each such trust, and such trusts will also be named an additional insured. 7.4 Duration of Coverage. All insurance required under this Contract shall be procured and maintained in full force and effect: A. As of the Effective Date and as a condition of approval of this Contract; and B. Until Final Completion and Acceptance of the Project by the Trust’s governing body. Provided, however, if professional liability insurance is procured and maintained in the form of “claims-made” coverage, such coverage must include tail coverage and extend at least two (2) years past the date of Acceptance of the Project by the Trust’s governing body. 7.5 Additional Insureds. All insurance (except worker’s compensation, employer’s liability, and professional liability policies) shall provide that the Trust is named additional insured required by contract subject to all policy provisions and limitations. 7.6 Occurrence Policies. All policies shall be in the form of “occurrence” coverage; provided professional liability insurance may be procured and maintained in the form of “claims-made” Page 21 of 27 Page 80 of 272 coverage, only if the Architect provides tail coverage that extends at least two (2) years past the date of Acceptance of the Project by the Trust’s governing body. 7.7 Deductibles. No policy may have a deductible or self-insured retention exceeding twenty- five thousand dollars ($25,000). The Trust may in its sole discretion approve deductibles or self- insured retentions in excess of twenty-five thousand dollars ($25,000) if the Architect procures an irrevocable letter of credit naming the Trust as a loss payee or bond guaranteeing payment of the losses and related investigations, claim administration, and defense expenses not otherwise covered by the Architect’s insurance because of deductibles or self-insurance retentions. 7.8 General Aggregate. Should any of the insurance required under this Contract be provided under a form of coverage that includes a general aggregate limit, either the general aggregate limit must apply separately to this Contract or the general aggregate limit shall be twice the required occurrence limits. The Architect will fully replenish the general aggregate coverage immediately, but in no case more than ten (10) calendar days, whenever the amount of such aggregate coverage may be reduced below the requirements of this Contract. 7.9 Primary. Architect’s insurance coverage shall be primary to any insurance or self-insurance program carried by the Trust, if any. 7.10 Subrogation Waived. The Architect hereby grants to the Trust a waiver of any right to subrogation which any insurer of the Architect may acquire against the Trust by virtue of the payment of any loss, damages, costs, or expenses under such insurance. 7.11 Severability of Interest. Except with respect to limits of insurance, all liability policies must provide that with respect to claims involving any insured hereunder, each such interest shall be deemed separate for any and all other interest herein and coverage shall apply as though each such interest was separately insured. 7.12 Authorized Companies. All insurance must be from responsible insurance companies which are licensed to transact business in the State of Oklahoma which has a rating of not less than A-VII, AM Best Services, in the most current addition of the Best’s Key Rating Guide or otherwise acceptance to the Trust. The insurance policies shall be performable in Oklahoma City, Oklahoma, and shall be construed in accordance with the laws of the State of Oklahoma. 7.13 Certificates. The Architect shall provide the Trust with certificates of insurance approved by the Oklahoma Insurance Commissioner evidencing compliance with the terms of this Article as a condition of approval of this Contract and on a timely basis upon request by the Trust. The certificates must: A. Include a Project name or title or a very brief description of the Project subject to the certificate, but will not include any contract or project number; and B. Recognize the Trust is named additional insured required by contract subject to all policy provisions and limitations. 7.14 Change or Cancellation. Page 22 of 27 Page 81 of 272 A. The Architect shall provide at least thirty (30) calendar days written notice to the Trust of any change, reduction, lapse, suspension, cancellation, or termination of any insurance policy or coverage required by this Contract. B. The failure to procure and maintain or lapse of any of the insurance policy or coverage required by this Contract is a breach of this Contract. C. If any insurance policy or coverage required by this Contract is changed, reduced, lapsed, suspended, cancelled, terminated, or otherwise not in full force and effect for any reason during the term of this Contract, the Architect shall be fully responsible and liable for any claim by the Trust for any loss, damages, costs, or expenses, also including attorney fees, court costs, and administrative expenses, which would have been covered or assumed by the policy or coverage had the changed, reduced, lapsed, suspended, cancelled, terminated, or unsecured insurance policy or coverage been in effect without limitation as to the policy amount. D. The Trust has the right upon learning that any insurance policy or coverage required by this Contract is changed, reduced, lapsed, suspended, cancelled, terminated, or otherwise not in full force and effect for any reason as required by this Contract and the Architect should fail to provide the Trust current insurance policies, endorsements, and certificates of insurance evidencing compliance with this Article, the Trust will also have the right, but not the obligation, without notice, to purchase insurance and to deduct the cost of such insurance premiums plus a fifteen percent (15%) administrative fee from any payment due or to become due the Architect or to demand such costs and fees and the Architect must pay such costs and fees within five (5) calendar days. Article 8│ STOP WORK, TERMINATION, AND REMEDIES 8.1 Stop Work. Upon written notice to the Architect, the City Engineer may issue a stop work order suspending the performance of the Services under this Contract in whole or in part. Upon receipt of the stop work order the Architect will immediately comply with its terms and take all reasonable steps towards eliminating the incurrence of costs under this Contract during the stop work period. All terms and conditions of this Contract will remain in effect except as otherwise provided in the written notice. 8.2 Termination. A. The Trust may terminate this Contract with or without cause, in its sole discretion, and at any time upon written notice to the Architect. B. Upon receipt of such notice, the Architect shall: 1. Immediately discontinue the performance of all Services (unless the notice directs otherwise); 2. Promptly send a detailed invoice for any uncompensated Services completed to date (if any) pursuant to Article 4 herein; and 3. Deliver to the Trust all documents, data, drawings, specifications, reports, calculations, field notes, tracings, plans, models, computer files, estimates, summaries and other information and materials accumulated in performing this Contract, whether complete or incomplete and in a format acceptable to the Trust (unless the notice directs otherwise). Page 23 of 27 Page 82 of 272 C. The Trust shall pay the Architect for any uncompensated Services completed up to the date the notice is received by the Architect in accordance with the terms and conditions of this Contract. 8.3 Terms Surviving Termination. The terms of Section 3.10, Section 3.12, Article 5, Article 6, Article 7, Article 8, Section 9.1, and Section 9.4 shall survive the expiration and termination of this Contract 8.4 Remedy for Delay. No payment, compensation, or adjustment of any kind (other than an approved extension of time) shall be made to the Architect for damages because of hindrances or delays from any cause in the progress of the Project, whether such hindrances or delays be avoidable or unavoidable. The Architect agrees that it will make no claim for compensation or damages for any such delays and will accept as full satisfaction for such delays the extensions of time. 8.5 Rights and Remedies Reserved. The rights and remedies of the Trust provided herein are in addition to any other rights and remedies provided by law or under this Contract. Article 9│ OTHER TERMS AND CONDITIONS 9.1 Trust Representatives Not Individually Liable. No official or employee of the Trust will be personally liable to the Architect or its subcontractors, or any of their successors or assigns in interest, in the event of any default or breach by the Trust or for any amount that may become due to the Architect or its subcontractors, or any of their successors or assigns on any obligations under this Contract. 9.2 Local, State, and Federal Laws. The Architect shall comply with all existing and applicable federal, Oklahoma and Oklahoma City laws, standards, codes, ordinances, administrative regulations and all amendments and additions thereto, applicable to the services provided pursuant to this Contract. 9.3 Severability. The invalidity or unenforceability of any provision of this Contract will not affect the validity or enforceability of any other provision. 9.4 Governing Law and Venue. The Parties expressly agree that this Contract shall be construed and interpreted in accordance with and subject to the laws of the state of Oklahoma. Venue for all legal proceedings arising out of this Contract shall be in the state or federal court with competent jurisdiction situated in Oklahoma County, Oklahoma. 9.5 Headings. The descriptive headings herein are inserted for convenience of reference only and are not intended to be part of or to affect the meaning or interpretation of this Contract. 9.6 Time is of Essence. The Parties agree that time is of the essence with respect to this Contract, and the time for performance of each task established by the notices to proceed shall be made a part of this Contract and shall be strictly observed and enforced. Any failure on the part of the Trust Page 24 of 27 Page 83 of 272 to timely object to the time of performance shall not waive any right of the Trust to object at a later time. 9.7 Waiver of Terms. The terms of this Contract may be waived only by explicit written notice. Express waiver of any right or remedy in a particular instance will not constitute a waiver of that right or remedy in any other instance, or a waiver of any other right or remedy. No course of dealing between the Parties, delay in the exercise of any rights under this Contract, or failure to object to any act or omission constitutes a waiver of any terms of this Contract. 9.8 Amendments. This Contract may not be modified, amended, altered, or supplemented except by an instrument in writing signed by all Parties hereto. 9.9 Assignment. A. The rights of the Parties under this Contract are personal to the Parties and may not be assigned without the prior written consent of all Parties hereto. B. This Contract will be binding upon and enforceable against and will inure to the benefit of the Parties and their respective legal representatives, successors, and permitted assigns. 9.10 Cooperation. The Parties will in good faith use reasonable efforts to timely perform and assist each other in performing their respective obligations in accordance with this Contract. This responsibility does not render any Party liable for any of the debts or obligations of the other Party. 9.11 Conflicts of Interest. A. The Architect shall: 1. Prohibit all of its employees, subconsultants, and subcontractors working on this Project from contracting with, working for, or otherwise assisting any potential bidder to do any Project-related work for the bidder which is, may be, or may be construed to be a conflict of interest; and 2. Require all of its employees, subconsultants, and subcontractors working on this Project to notify the Architect and the Trust of any business relationship (formal or otherwise) which may pertain directly or indirectly to this Project or which is, may be, or may be construed to be a conflict of interest; and 3. Promptly notify the Trust of any such relationship or circumstance that is, may be, or may be construed to be a conflict of interest. B. Any conflict of interest discovered by the Trust may be cause for cancellation of the Architect’s contract. 9.12 Independent Contractor Relationship. The Architect is an independent contractor and will act exclusively as an independent contractor. The Architect is not an agent or employee of the Trust. The Parties do not intend, and will not hold out, that there exists any agency, partnership, corporation, joint venture, association, undertaking for profit, or other form of employment relationship among the Parties, other than that of an independent contractor relationship. 9.13 No Third-Party Beneficiaries. This Contract is solely for the benefit of the Parties and their successors in interest, and none of the provisions hereof are intended to benefit third parties. Page 25 of 27 Page 84 of 272 9.14 Notice. Any notice, request, demand, or other communication required, permitted, or contemplated hereunder shall be in writing and shall be deemed to have been given if hand delivered (in return for a receipt), e-mailed (so long as the intended recipient acknowledges by email or other writing as having received the notice, with an automatic “read receipt” not constituting acknowledgment), or if sent by certified mail (upon the sooner of the expiration of three (3) Business Days after deposit in a United States post office facility properly addressed with first class postage prepaid or acknowledgment of receipt). All notices and payments to a Party will be sent to the addresses set forth below or to such other address or person as such Party may designate by notice to each other Party hereunder: To the Architect: SHR Studios, Inc. 250 Madrona Way NE, Suite 220 Bainbridge Island, WA 98110 Attn: Jason Hill Phone Number: 925-324-0707 Email: jhill@shrstudios.com To the Trust: The Oklahoma City Zoological Trust % Oklahoma City Zoological Park 2000 Remington Place Oklahoma City, Oklahoma 73111 Attn: Dwight Lawson, Executive Director/Chief Executive Officer Phone Number: (405) 424-3343 Fax Number: (405) 424-0207 To the City: The City of Oklahoma City Department of Public Works 420 West Main Street, Seventh Floor Oklahoma City, Oklahoma 73102 Attn: Debbie Miller, P.E., Director of Public Works/City Engineer Phone Number: (405) 297-2581 Fax Number: (405) 297-2117 [the remainder of this page intentionally left blank.] Page 26 of 27 Page 85 of 272 Page 86 of 272 EXHIBIT A Scope of Work Project No. MZ-0080 Cat Forest Renovation at the Oklahoma City Zoo and Botanical Garden Scope of Work: The Architect will serve as Prime Consultant and Landscape Architect for the Cat Forest Habitat Renovation, advancing the revised preferred concept into a coordinated, permit-ready, and constructible design. Our services are based on the revised concept plan and incorporate the Base Scope and identified Add Alternate. Base Scope (Habitats 7–9 and Building Improvements) The Base Scope includes the renovation and reconfiguration of the existing Cat Forest complex to achieve the exhibit goals established during concept design, including improved habitat flexibility, enhanced welfare features, and safer, more direct keeper access. Design services will include documentation and coordination of: • Three primary renovated habitats (Habitats 7, 8, and 9), utilizing wire rope mesh enclosures with post and cable support systems • Reuse of existing enclosure structures where feasible, minimizing demolition of functional assets • Animal containment systems including mesh, posts, chute modifications, and keeper transfer improvements • Minor renovation allowance for existing Habitat #5 exhibit elements • Shotcrete rockwork and thematic landscape integration • Water features, training panels, shade structures, elevated resting areas, and enrichment elements • Renovation of the existing small cat interpretive building including: • Removal of attic caging while retaining HVAC equipment • New doors, relocated glazing, and selective infill • Roof replacement and moisture protection upgrades • Allowances for interior finish refresh • Viewing area modifications including trellis elements and a stand-alone glass viewing shelter • Civil improvements including grading, hardscape, fencing, utilities, landscaping, and electrical systems necessary to support the renovated habitats • This scope reflects approximately 0.33 acres of site development and the full integration of civil, structural, containment, and specialty construction elements as summarized in the construction estimate. Add Alternate – Cat Forest Habitat #4 & Tram Path Connection Consists of the development of Habitat #4 to the east of the existing complex and the construction of a tram path along the eastern edge of the Cat Forest complex, including: • A new wire rope mesh enclosure with 15'-tall walls and kingpost-supported structure • Direct keeper access and transfer from the care building • Associated drilled piers, grade beams, and structural support systems Page 87 of 272 • Animal containment netting and posts • Thematic rockwork, grading, and landscape integration • Reconfigured grading and retaining walls • Prefabricated tram bridge allowance • Reinforced concrete paving and curbs • Structural retaining systems and drainage • Coordination with existing topography to avoid disturbance below Elevation 6.0 This alternate establishes a permanent east-side circulation connection and completes the intended guest and operational circulation improvements envisioned in the concept. Exclusions: • Site Survey: The survey of this area used in concept design is assumed sufficient for design development. If it is found that additional survey work is required, the Owner will procure services from a third-party surveyor. • Interpretive Content Development and Graphic Design • Permit Submission: Preparation of permit-ready documents is included; Services to submit the project for permit or the services of an expeditor are not included in this proposal however, the design team will assist the owner, revise the documents as requested and communicate with the City to answer questions as needed. • Building Information Management (BIM): BIM Services outside of the established design process, such as during bid or construction phases, including review of clashes discovered by contractor prepared BIM modeling, responding with recommendations, and revision of completed drawings based on BIM modeling. Please note that the final drawings prepared by some members of the design team are developed using 3D modeling software. We can share these 3D Revit files for use by others providing BIM services, following signature of a standard release form agreement. • Startup Operations Services: While the design team will ensure systems are functioning as designed prior to accepting substantial completion, this scope does not include commissioning/enhanced commissioning. • Sustainability Energy Services: Preparation of energy modeling and LEED/sustainability compliance documentation is not included in this scope. Proposed Schedule: The following schedule assumes authorization to proceed in February/March 2026 and continuous progress through the design phases: Task 1D - Schematic Design Within ninety (90) calendar days of written notice to proceed May 2026 – June 2026 • Bi-weekly digital coordination meetings • Digital SD Workshop #1 (Project Initiation) • In-Person SD Workshop #2 • Schematic Design Completion • Two-week Zoo review period and cost estimate Task 2 - Design Development & Construction Documents Within one hundred eighty (180) calendar days of written notice to proceed July 2026 – January 2027 • Weekly digital coordination meetings Page 88 of 272 • Digital DD Workshop #1 • In-Person DD Workshop #2 • Design Development Completion (60% Task 2) • Two-week Zoo review period and cost estimate • 80% In-Person Construction Document Workshop • Construction Documents Completion • Two-week Zoo review period and cost estimate Task 3 – Bidding Services February 2027 – March 2027 • Bidding Support • One pre-bid meeting in coordination with City staff • Answer Q&A from Bidders • Prepare Addenda for review and approval • Provide bid recommendation Task 4 – Construction Administration March 2027 – March 2028 (estimated 12–14 month construction duration) • Review and response to RFIs and submittals • Participation in OAC meetings • Regular site observation and reporting Task 5 – As built (Record) drawings Schedule TBD SUBCONSULTANT SCOPES OF WORK Architectural Services (to be performed by Holland Basham Architects (HBA) HBA will provide architectural services for the renovation of the existing small cat interpretive building (approximately 1,350 SF) and the new viewing shelter (approximately 250 SF). Their scope includes Design Development, Construction Documents, architectural specifications, and Construction Administration for the building components only. Work includes reconfiguration of glazing and doors, exterior wall patching, roof replacement, limited interior finish refresh, and documentation of the stand-alone glass viewing shelter. HBA will coordinate with SHR and the broader consultant team but will not provide cost estimating, telecom/low voltage design, or specialty systems design beyond the architectural scope. Task 2 • Design Development sheets and review • To include plans, elevations, sections, details and specifications for the Architectural scope of the project and in conjunction with, and coordinated with the work by other members of the design team. • Permit and IFC Construction Documents • To include plans, elevations, sections, details and specifications for the Architectural scope of the project and in conjunction with, and coordinated with the work by other members of the design team. Page 89 of 272 Task 3 • Bidding Services • Attend any pre-bid meetings, as requested. • Respond to any RFI’s regarding Architectural scope. • Review any bids for completeness with Architectural scope. Task 4 • Construction Administration for Architectural scope • Attend OAC meetings upon request. • Attend any required pre-installation meetings upon request. • Review submittals for conformance to Architectural scope. • Site visits upon request to determine if architectural work is conforming to plans and specifications. Task 5 • As-built Services • Revise Construction Documents to show as-built changes based on information from the Construction Contractor. Structural Engineering (to be performed by MLA Engineering (MLA) MLA Engineering will provide structural engineering services from Schematic Design through Construction Administration for the Cat Forest renovation. Their scope includes structural design of the wire rope tension cable enclosures (new and modified), drilled piers and grade beams, modifications to the existing small cat interpretive building, glass viewing panels, and wood trellis elements. MLA will establish design criteria and provide foundation design for vendor-supplied animal containment systems (caging, shift doors, etc.), while vendor engineers will be responsible for delegated specialty elements. Services also include structural coordination during construction, review of submittals, and site observation. Geotechnical engineering, themed rockwork engineering, and means and methods remain excluded and are to be provided by others. Civil and Electrical Engineering (to be performed by CH Guernsey and Co. (Guernsey) Guernsey will provide Site/Civil and Electrical Engineering services for the habitat renovations and associated tram and pedestrian improvements. Guernsey’s services extend through design, bidding support, and limited Construction Administration including submittal review, RFI responses, final site observation, and preparation of record drawings based on contractor redlines. Civil scope includes drainage design, utility coordination (water, sanitary, storm), tram path and pedestrian paving design, prefabricated bridge performance specification, and erosion control. Site grading will be developed by SHR, with Guernsey coordinating utility and drainage systems accordingly. Electrical scope includes power distribution to viewing shelters and exhibits, radiant heaters, fans, pathway lighting (power and controls), CCTV/data conduit pathways, panel schedules, and one- line diagrams. Specialty lighting fixture selection and communications/security system design are excluded, though infrastructure pathways will be coordinated. Design Phases Page 90 of 272 • Schematic Design (SD) o Develop Site/Civil and Electrical design concepts. o Review Local Codes. o Site visit for data gathering purposes. o Produce Schematic Design Documents for Client Review and Approval. o In-Person Design Review Meeting at or near Project Location. o Virtual bi-weekly coordination meetings. • Design Development (DD) o Develop and Refine Approved SD Documents. o Produce Design Development Documents for [Client] Review and Approval: o In-Person Design Review Meeting at or near Project Location. • Construction Documents (CD) o Based on approval of the Design Development documents, produce fully coordinated Construction Drawings and Specifications Suitable for Permitting, Bidding, and Construction. • Site/Civil project specific specifications will not be developed. Rather City of OKC required specifications will be referenced for Construction purposes. • Contract Document (CD) Deliverables may include the following based on design development and project coordination: • Site/Civil: • Site plans • Drainage design • Pathway joint layouts • Utility plans and profiles • Signing and striping plans • Erosion control plans and details • Pavement sections • Project details • Electrical: • Electrical plans • Lighting plans • Communication pathway plans • Panel-board schedules • Electrical one-lines • Details • Specifications Construction Bidding and Negotiations • Contractor RFI Responses • Issued Amended Documents as Necessary Construction Administration • Maximum of TWO reviews of each Construction Submittal. Additional reviews may be additional cost to the Client or General Contractor. • Contractor RFI Responses. • Construction Site Visits: Guernsey Project Team will visit the Project Site near the end of construction for a final punch-list review. Page 91 of 272 • Record Drawings of only those drawings provided by Guernsey produced from red line documents provided by General Contractor. Cost Estimating Services (to be performed by Kirkpatrick Program Management) Progress estimates for SD/DD/CD design deliverables on the Cat Forest Exhibit at the Oklahoma City Zoo. This proposal includes time for compiling and packaging estimates, (1) site visit, review meetings for each deliverable with A/E, and final debrief meeting. Geotechnical Investigation (to be performed by Burgess Engineering and Testing (BET) As requested, BET will explore the subsurface materials and ground water conditions at the site by drilling (8) test borings in the area of the proposed project, at locations specified by the client. [the remainder of this page intentionally left blank.] Page 92 of 272 EXHIBIT B Compensation Project No. MZ-0080 Cat Forest Renovation at the Oklahoma City Zoo and Botanical Garden The Trust agrees, in accordance with the terms and conditions set forth in this Contract, to pay an amount to the Architect for completed Services not to exceed $689,750, which includes: A. For Basic Services, an amount not to exceed $689,750; B. For Reimbursable Expenses, an amount not to (by possible future amendment), as specifically set forth in this Exhibit B; and C. For Additional Services, an amount not to exceed (by possible future amendment) as specifically set forth in Exhibit E. B.I. Basic Services Compensation for Basic Services will be paid monthly pursuant to the terms and conditions in this Contract based upon the proportion of Services completed pursuant to each task assigned and noticed in writing under this Contract. Compensation for Services completed under each task shall not exceed the threshold not-to-exceed amount for each such task; nor shall any funds allocated to one task be applied or paid for Services completed under another task. Task 1A an amount not to exceed: Not required for this Project To be paid proportional to Services completed; not to be paid in full before attending the City’s CMAR interviews. Task 1B an amount not to exceed: Completed under the auspices of an Informal Contract To be paid proportional to Services completed; not to be paid in full before completion and submittal to the Executive Director of the Conceptual Design Report for the Project. Task 1C an amount not to exceed: Not required for this Project To be paid proportional to Services completed; not to be paid in full before completion and recommendation of Architect that the Preliminary Report for the Project be received by the Trust. Task 1D an amount not to exceed: $99,699 To be paid proportional to Services completed; not to be paid in full before completion and recommendation of Architect that the Page 93 of 272 Schematic Design for the Project be received by the Executive Director. The breakdown for Task 1D is as follows: Landscape Design and Project Management $54,305 Architectural Design $ 6,180 Structural Design $ 9,200 Civil and Electrical Engineering $14,352 Cost Estimating $ 7,792 Geotechnical Investigation $ 7,870 Task 2 an additional amount not to exceed: $422,791 To be paid proportional to Services completed; not to be paid in full before completion and acceptance by the Trust of the final plans and specifications for the Project. The breakdown for Task 2 is as follows: Landscape Design and Project Management $253,300 Architectural Design $ 29,460 Structural Design $ 53,400 Civil and Electrical Engineering $ 68,448 Cost Estimating $ 18,183 Task 3 an additional amount not to exceed: $10,316 To be paid proportional to Services completed; not to be paid in full before award of construction contracts to Bidders. The breakdown for Task 3 is as follows: Landscape Design and Project Management $7,158 Architectural Design $ 950 Civil and Electrical Engineering $2,208 Task 4 an additional amount not to exceed: $151,254 To be paid proportional to Services completed; not to be paid in full before final acceptance of the Project. The breakdown for Task 4 is as follows: Landscape Design and Project Management $89,322 Architectural Design $ 9,840 Structural Design $26,700 Civil and Electrical Engineering $25,392 Task 5 an additional amount not to exceed: Page 94 of 272 $5,690 To be paid proportional to Services completed; not to be paid in full before satisfactory completion and acceptance of the as-built drawings and all other records. The breakdown for Task 5 is as follows: Landscape Design and Project Management $4,600 Architectural Design $1,090 B.II. Reimbursable Expenses The Trust agrees to reimburse the Architect for certain expenses in an amount not to exceed (by possible future amendment). Reimbursable expenses are actual expenditures and cost without markup made by Architect in the interest of the Project in addition to those costs and charges associated with the performance of Basic Services, with prior written approval of the City Engineer, which shall include: 1. Expenses of reproductions for reports, plans and specifications as required by the Trust. [the remainder of this page intentionally left blank.] Page 95 of 272 EXHIBIT C Anti/Non-Collusion Affidavit Project No. MZ-0080 Cat Forest Renovation at the Oklahoma City Zoo and Botanical Garden The undersigned of lawful age, affirms and says: A. I am the Architect or a duly authorized agent of the Architect, for the purpose of certifying the facts pertaining to the existence of collusion among and between individuals or business entities responding to this request for letters of interest and City officials or employees, as well as facts pertaining to the giving or offering of things of value to City personnel in return for special consideration in connection with the award of this Contract; B. I am fully aware of the facts and circumstances surrounding the making and the providing of the qualifications to which this statement relates and have been personally and directly involved in events leading to the submission of such qualifications; and C. Neither the Architect nor anyone subject to the Architect’s direction or control has been a party: 1. To any collusion among business entities responding to this request for qualifications in restraint of freedom of competition by agreement to submit qualifications or to refrain from submitting qualifications; 2. To any collusion with any City official or employee as to quantity, quality, or price in this prospective Contract, or as to any other terms of such prospective Contract, nor 3. To any discussions between business entities responding to this request and any City official or employee concerning exchange of money or other thing of value for special consideration in connection with this prospective Contract. D. I certify, if awarded this Contract, neither the Architect nor anyone subject to the Architect’s direction or control has paid, given, or donated or agreed to pay, give, or donate to any officer or employee of the City any money or other thing of value, either directly or indirectly, in procuring the Contract to which this statement relates. ____________________________________ Name of Architect ____________________________________ Signature of Architect or Authorized Agent ____________________________________ Name and Title Page 96 of 272 EXHIBIT D Certificate of Non-Discrimination Project No. MZ-0080 Cat Forest Renovation at the Oklahoma City Zoo and Botanical Garden In connection with the performance of work under this Contract, the Architect agrees as follows: A. The Architect agrees not to discriminate against any employee or applicant for employment because of race, creed, sex, color, national origin, ancestry, age or disability, as defined by the Americans with Disabilities Act of 1990, Sec. 3(2). The Architect shall ensure that employees are treated without regard to their race, creed, color, national origin, sex, ancestry, age or disability, as defined by the Americans with Disabilities Act of 1990, Sec. 3(2). Such actions shall include, but not be limited to, the following: employment, upgrading, demotion or transfer, recruiting or recruitment, advertising, layoff or termination, rate of pay or other forms of compensation and selection for training, including apprenticeship. The Architect agrees to post a copy of this complete certificate in a conspicuous place, available to employees and applicants for employment. B. The Architect will also require these same non-discrimination terms and conditions in any subcontracts connected with the performance of this Contract. C. In the event of the Architect's or a sub-consultant’s non-compliance with these non- discrimination terms and conditions, this Contract may be canceled, terminated, or suspended by the City. The Architect or sub-consultant may be declared, by the City, ineligible for further contracts until satisfactory proof of compliance shall be made by the Architect or sub-consultant. I have read the above clause and agree to abide by its requirements. ____________________________________ Name of Architect ____________________________________ Signature of Architect or Authorized Agent ____________________________________ Name and Title This Certificate is required by Oklahoma City Municipal Code, Chapter 25, Article III § 25-41, as incorporated by reference in the City of Oklahoma City's Standard Specifications for the Construction of Public Improvements or otherwise in the Subcontractor Contracts. Page 97 of 272 EXHIBIT E Additional Services Project No. MZ-0080 Cat Forest Renovation at the Oklahoma City Zoo and Botanical Garden Additional Services shall only be provided upon prior written and clearly detailed direction of the City Engineer. The Architect may be directed to perform any, all or none of the following Additional Services that may include, but are not be limited to, the following: 1. Expenses of reproductions for reports, plans and specifications beyond basic services requirements. 2. Provide assistance, analysis and coordination for work or services to be performed under separate contracts or performed by the City’s own forces, which work or services are outside the scope of this Project, but affect this Project. 3. Provide analysis and services relative to future facilities, systems improvements, and equipment that are not intended to be constructed during the construction of this Project. 4. Provide design required for the selection, procurement or installation of furniture, fixtures and related equipment for this Project beyond basic services requirements. 5. Make revisions in drawings, specifications or other documents when such revisions are inconsistent with written approvals previously given or are required by the enactment or revision of codes, laws or regulations occurring subsequent to the preparation of such documents. 6. Provide geotechnical investigation/services utilizing engineering and testing laboratories that have annual on-call contracts with the City. 7. Provide services after issuance of City approved final certificate of payment to the contractor. 8. Provide part-time or full-time Project representative services. 9. Produce miscellaneous presentation materials beyond Basic Services requirements. 10. Provide compensation of fees for grants, permits and applications necessary for the design and/or construction of this Project not required at the time of effective date of this Contract. 11. Provide staking of right-of-way for right-of-way acquisition purposes. 12. Prepare documents required for right-of-way/easement acquisitions. 13. Provide right-of-way/easement acquisition services. 14. Provide additional bid packages along with related bidding and construction administration services beyond Basic Services requirements. 15. Other items as necessary for completion of the Project. Compensation for Additional Services: Included in the not to exceed total compensation amount is an allowance for Additional Services in an amount not to exceed (by possible future amendment). This allowance may be used and paid to the Architect in the manner established in this Contract, unless other compensation means are agreed to in writing by the City Engineer. The Additional Services compensation may only be paid after the Architect has performed Additional Services upon prior written authorization by the City Engineer. Invoices submitted for Additional Services shall represent only hours actually worked on this Project by the Architect’s employees and the Architect’s consultant’s employees and shall be accounted for separately for each Additional Service performed. Page 98 of 272 EXHIBIT F Firearm Non-Discrimination Verification Project No. MZ-0080 Cat Forest Renovation at the Oklahoma City Zoo and Botanical Garden In connection with performance under this contract, the undersigned verifies: Check I or II _____ I. The performing Company: A. Does not have a practice, policy, guidance, or directive that Discriminates against a Firearm Entity or Firearm Trade Association; and B. Will not Discriminate against a Firearm Entity or Firearm Trade Association during the term of the contract; and C. Is otherwise in compliance with Senate Bill 500 (2025), codified as 21 O.S. § 1289.31, as amended. OR _____ II. Senate Bill 500 (2025), codified as 21 O.S. § 1289.31, as amended, does not apply to the performing Company because: Check (as applicable) _____ The Company is a sole proprietorship _____ The Company is a Sole-Source Provider under this contract _____ The Company has less than ten full-time employees _____ The value of this contract is less than and not expected to exceed $100,000 ________________________________ Name of Performing Company ________________________________ Signature ________________________________ Name and Title of Signer This verification is required by 21 O.S. § 1289.31. All capitalized terms herein are defined in 21 O.S. § 1289.3 Page 99 of 272 Client#: 1927623 SHRSTU DATE (MM/DD/YYYY) ACORD TM CERTIFICATE OF LIABILITY INSURANCE 5/11/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). CONTACT PRODUCER NAME: see below USI Insurance Services LLC PHONE FAX (A/C, No, Ext): 206 441-6300 (A/C, No): 610-362-8503 601 Union Street, Suite 1000 E-MAIL ADDRESS: Select@usi.com Seattle, WA 98101 INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Citizens Insurance Company of America 31534 INSURED INSURER B : Berkley Insurance Company 32603 SHR Studios, Inc. INSURER C : 250 Madrona Way NE #220 INSURER D : Bainbridge Island, WA 98110 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY X X OB2H68859104 07/16/2025 07/16/2026 EACH OCCURRENCE $ 2,000,000 DAMAGE TO RENTED CLAIMS-MADE X OCCUR PREMISES (Ea occurrence) $ 300,000 MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 4,000,000 PRO- X POLICY JECT LOC PRODUCTS - COMP/OP AGG $ 4,000,000 OTHER: $ COMBINED SINGLE LIMIT A AUTOMOBILE LIABILITY X X OB2H68859104 07/16/2025 07/16/2026 (Ea accident) $ 2,000,000 ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE X AUTOS ONLY X AUTOS ONLY (Per accident) $ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ PER A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY X OB2H68859104 07/16/2025 07/16/2026 STATUTE X OTH- ER Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE WA STOP GAP E.L. EACH ACCIDENT $ 2,000,000 OFFICER/MEMBER EXCLUDED? N N/A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 2,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 2,000,000 B Professional X AEC908186 07/16/2025 07/16/2026 $3,000,000 per claim Liability $3,000,000 annl aggr. DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) re: Provide for design and all other architectural services related to demolition of the Small Cat Interpretive Building, and associated animal habitats, and provide design for three individual exterior habitats for exotic small cats at the Oklahoma City Zoo and Botanical Garden. The referenced General Liability policy includes an automatic Additional Insured endorsement that provides Additional Insured status to the Certificate Holder and any other entity, but only when there is a written (See Attached Descriptions) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE The Oklahoma City Zoological THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Park ACCORDANCE WITH THE POLICY PROVISIONS. C/O Oklahoma City Zoological 200 Remington Place AUTHORIZED REPRESENTATIVE Oklahoma City, OK 73111 © 1988-2015 ACORD CORPORATION. All rights reserved. Page 100 of 272 ACORD 25 (2016/03) 1 of 2 The ACORD name and logo are registered marks of ACORD #S54105314/M50285282 JXPJT DESCRIPTIONS (Continued from Page 1) contract that requires such status, and only with regard to work performed by or on behalf of the named insured. The referenced General Liability and Professional Liability policies provide Blanket Waivers of Subrogation when required by written contract, except as prohibited by law. SAGITTA 25.3 (2016/03) 2 of 2 Page 101 of 272 #S54105314/M50285282 BUSINESSOWNERS DECLARATION BUSINESSOWNERS RENEWAL DECLARATIONS 22 RENEWAL OF OB2 H688591 Policy Number Policy Period Coverage is Provided in the Agency Code From To OB2-H688591-04 07/16/2025 07/16/2026 CITIZENS INSURANCE COMPANY OF AMERICA 090112000 Named Insured and Address Agent SHR STUDIOS, INC. 206-441-6300 250 MADRONA WAY NE STE 220 KIBBLE & PRENTICE HOLDING BAINBRIDGE ISLAND, WA 98110 COMPANY 601 UNION ST STE 1000 SEATTLE, WA 98101 Forms and Endorsements Schedule Form Number Edition Date Description 391-1385 08/16 DELUXE SILVER A&E BROADENING 391-1558 10/10 WA HIRED NON-OWNED LIABILITY 401-1374 12/20 DISCLOSURE PURSUANT TO TRIA 391-1114 01/15 CAP ON LOSSES FROM TERRORISM 391-1313 01/15 EXCLUSION OF PUNITIVE DAMAGES 391-1006 08/16 LIABILITY SPECIAL BROADENING 391-1562 08/16 WA EXC EMPL RELATED PRACTICES BP1804 12/23 EXCL - VIOL LAW ADDR DATA PRIV 391-1557 08/16 WA LMT FUNGI OR BACTERIA COVG 391-2056 12/23 EXCL - ACC DISC CONF PERS MAT 421-0022 07/02 ASBESTOS EXCLUSION IL0146 07/25 WA COMMON POLICY CONDITIONS 231-0475 06/89 PILR NOTICE 391-1003 08/16 BUSINESSOWNERS COVERAGE FORM BP0612 11/13 WA CHANGES - DEFENSE COSTS 391-1533 07/25 WASHINGTON CHANGES 391-1375 01/10 AMEND LIMITS PERSONAL AND ADV 391-1534 03/21 WA CHANGES - DOMESTIC ABUSE 391-1209 03/06 EPLI INSURANCE CVG ENDR 391-1206 03/06 IMPORTANT NOTICE 391-1208 03/06 EPLI SUPPLEMENTAL DEC 401-1504 01/20 CAP LOSSES CERT ACTS OF TERR 401-1505 01/20 EX PUNI RTD TO CTD ACT TER 391-1440 01/15 DATA BREACH COVERAGE FORM Form 391-1016 (7-99 Date Issued: 05/12/2025 ORIGINAL/INSURED Page 102 of 272 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BUSINESSOWNERS LIABILITY SPECIAL BROADENING ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESSOWNERS COVERAGE FORM SUMMARY OF COVERAGES Limits Page 1. Additional Insured by Contract, Agreement or Permit Included 1 2. Additional Insured - Broad Form Vendors Included 2 3. Alienated Premises Included 3 4. Broad Form Property Damage - Borrowed Equipment, Customers Included 3 Goods and Use of Elevators 5. Incidental Malpractice (Employed Nurses, EMT's and Paramedics) Included 3 6. Personal and Advertising Injury - Broad Form Included 4 7. Product Recall Expense Included 4 Product Recall Expense Each Occurrence Limit $25,000 5 Occurrence Product Recall Expense Aggregate Limit $50,000 Aggregate 5 Product Recall Deductible $500 5 8. Unintentional Failure to Disclose Hazards Included 6 9. Unintentional Failure to Notify Included 6 This endorsement amends coverages provided under the Businessowners Coverage Form through new coverages and broader coverage grants. This coverage is subject to the provisions applicable to the Businessowners Coverage Form, except as provided below. The following changes are made to SECTION II - (2) Premises you own, rent, lease or LIABILITY: occupy; or 1. Additional Insured by Contract, Agreement or (3) Your maintenance, operation or use of Permit equipment leased to you. The following is added to SECTION II - b. The insurance afforded to such additional LIABILITY, C. Who Is An Insured: insured described above: Additional Insured by Contract, Agreement or (1) Only applies to the extent permitted by Permit law; and a. Any person or organization with whom you (2) Will not be broader than the insurance agreed in a written contract, written which you are required by the contract, agreement or permit to add such person or agreement or permit to provide for such organization as an additional insured on additional insured. your policy is an additional insured only with (3) Applies on a primary basis if that is respect to liability for "bodily injury", required by the written contract, written "property damage", or "personal and agreement or permit. advertising injury" caused, in whole or in part, by your acts or omissions, or the acts (4) Will not be broader than coverage or omissions of those acting on your behalf, provided to any other insured. but only with respect to: (5) Does not apply if the "bodily injury", (1) "Your work" for the additional insured(s) "property damage" or "personal and designated in the contract, agreement or advertising injury" is otherwise excluded permit; from coverage under this Coverage Part, including any endorsements thereto. 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 1 of 6 Page 103 of 272 OB2 H688591 0901120 c. This provision does not apply: The most we will pay on behalf of the (1) Unless the written contract or written additional insured for a covered claim is the agreement was executed or permit was lesser of the amount of insurance: issued prior to the "bodily injury", 1. Required by the contract, agreement or "property damage", or "personal injury permit described in Paragraph a.; or and advertising injury". 2. Available under the applicable Limits of (2) To any person or organization included Insurance shown in the Declarations. as an insured by another endorsement This endorsement shall not increase the issued by us and made part of this applicable Limits of Insurance shown in the Coverage Part. Declarations (3) To any lessor of equipment: e. All other insuring agreements, exclusions, (a) After the equipment lease expires; or and conditions of the policy apply. (b) If the "bodily injury", "property 2. Additional Insured - Broad Form Vendors damage", "personal and advertising The following is added to SECTION II - injury" arises out of sole negligence LIABILITY, C. Who Is An Insured: of the lessor. Additional Insured - Broad Form Vendors (4) To any: a. Any person or organization that is a vendor (a) Owners or other interests from whom with whom you agreed in a written contract land has been leased if the or written agreement to include as an "occurrence" takes place or the additional insured under this Coverage Part offense is committed after the lease is an insured, but only with respect to liability for the land expires; or for "bodily injury" or "property damage" (b) Managers or lessors of premises if: arising out of "your products" which are (i) The "occurrence" takes place or distributed or sold in the regular course of the offense is committed after the vendor's business. you cease to be a tenant in that b. The insurance afforded to such vendor premises; or described above: (ii) The "bodily injury", "property (1) Only applies to the extent permitted by damage", "personal injury" or law; "advertising injury" arises out of (2) Will not be broader than the insurance structural alterations, new which you are required by the contract or construction or demolition agreement to provide for such vendor; operations performed by or on behalf of the manager or lessor. (3) Will not be broader than coverage provided to any other insured; and (5) To "bodily injury", "property damage" or "personal and advertising injury" arising (4) Does not apply if the "bodily injury", out of the rendering of or the failure to "property damage" or "personal and render any professional services. advertising injury" is otherwise excluded from coverage under this Coverage Part, This exclusion applies even if the claims including any endorsements thereto against any insured allege negligence or other wrongdoing in the supervision, c. With respect to insurance afforded to such hiring, employment, training or vendors, the following additional exclusions monitoring of others by that insured, if apply: the "occurrence" which caused the The insurance afforded to the vendor does "bodily injury" or "property damage" or not apply to: the offense which caused the "personal and advertising injury" involved the (1) "Bodily injury" or "property damage" for rendering of or failure to render any which the vendor is obligated to pay professional services by or for you. damages by reasons of the assumption of liability in a contract or agreement. This d. With respect to the insurance afforded to exclusion does not apply to liability for these additional insureds, the following is damages that the insured would have in added to SECTION II - LIABILITY, D. Liability the absence of the contract or and Medical Expense Limits of Insurance : agreement; (2) Any express warranty unauthorized by you; 391-1006 08 16 Includes copyrighted materials of Insurance Services Offices, Inc., with its permission. Page 2 of 6 Page 104 of 272 BUSINESSOWNERS DECLARATION BUSINESSOWNERS RENEWAL DECLARATIONS 22 RENEWAL OF OB2 H688591 Policy Number Policy Period Coverage is Provided in the Agency Code From To OB2-H688591-04 07/16/2025 07/16/2026 CITIZENS INSURANCE COMPANY OF AMERICA 090112000 Named Insured and Address Agent SHR STUDIOS, INC. 206-441-6300 250 MADRONA WAY NE STE 220 KIBBLE & PRENTICE HOLDING BAINBRIDGE ISLAND, WA 98110 COMPANY 601 UNION ST STE 1000 SEATTLE, WA 98101 Forms and Endorsements Schedule Form Number Edition Date Description 391-1385 08/16 DELUXE SILVER A&E BROADENING 391-1558 10/10 WA HIRED NON-OWNED LIABILITY 401-1374 12/20 DISCLOSURE PURSUANT TO TRIA 391-1114 01/15 CAP ON LOSSES FROM TERRORISM 391-1313 01/15 EXCLUSION OF PUNITIVE DAMAGES 391-1006 08/16 LIABILITY SPECIAL BROADENING 391-1562 08/16 WA EXC EMPL RELATED PRACTICES BP1804 12/23 EXCL - VIOL LAW ADDR DATA PRIV 391-1557 08/16 WA LMT FUNGI OR BACTERIA COVG 391-2056 12/23 EXCL - ACC DISC CONF PERS MAT 421-0022 07/02 ASBESTOS EXCLUSION IL0146 07/25 WA COMMON POLICY CONDITIONS 231-0475 06/89 PILR NOTICE 391-1003 08/16 BUSINESSOWNERS COVERAGE FORM BP0612 11/13 WA CHANGES - DEFENSE COSTS 391-1533 07/25 WASHINGTON CHANGES 391-1375 01/10 AMEND LIMITS PERSONAL AND ADV 391-1534 03/21 WA CHANGES - DOMESTIC ABUSE 391-1209 03/06 EPLI INSURANCE CVG ENDR 391-1206 03/06 IMPORTANT NOTICE 391-1208 03/06 EPLI SUPPLEMENTAL DEC 401-1504 01/20 CAP LOSSES CERT ACTS OF TERR 401-1505 01/20 EX PUNI RTD TO CTD ACT TER 391-1440 01/15 DATA BREACH COVERAGE FORM Form 391-1016 (7-99 Date Issued: 05/12/2025 ORIGINAL/INSURED Page 105 of 272 insured's rights against all those other premium in accordance with our rates and insurers. rules then in effect. c. When this insurance is excess over other 3. With our consent, you may continue this insurance, we will pay only our share of policy in force by paying a continuation the amount of the loss, if any, that premium for each successive one-year exceeds the sum of: period. The premium must be: (1) The total amount that all such other a. Paid to us prior to the anniversary insurance would pay for the loss in date; and the absence of this insurance; and b. Determined in accordance with (2) The total of all deductible and paragraph 2. above. self-insured amounts under all that Our forms then in effect will apply. If you other insurance. do not pay the continuation premium, this d. We will share the remaining loss, if any, policy will expire on the first anniversary with any other insurance that is not date that we have not received the described in this provision and was not premium. bought specifically to apply in excess of 4. Undeclared exposures or change in your the Limits of Insurance shown in the business operation, acquisition or use of Declarations for this Coverage. locations may occur during the policy e. Method of Sharing period that is not shown in the If all of the other insurance permits Declarations. If so, we may require an contribution by equal shares, we will additional premium. That premium will be determined in accordance with our rates follow this method also. Under this approach each insurer contributes equal and rules then in effect. amounts until it has paid its applicable J. Premium Audit Limit of Insurance or none of the loss 1. This policy is subject to audit if a premium remains, whichever comes first. designated as an advance premium is If any of the other insurance does not shown in the Declarations. We will permit contribution by equal shares, we compute the final premium due when we will contribute by limits. Under this determine your actual exposures. method, each insurer's share is based on 2. Premium shown in this policy as advance the ratio of its applicable Limit of premium is a deposit premium only. At the Insurance to the total applicable limits of close of each audit period, we will insurance of all insurers. compute the earned premium for that f. When this insurance is excess, we will period and send notice to the first Named have no duty under Business Liability Insured. The due date for audit premiums Coverage to defend any claim or "suit" is the date shown as the due date on the that any other insurer has a duty to bill. If the sum of the advance and audit defend. If no other insurer defends, we premiums paid for the policy period is will undertake to do so; but we will be greater than the earned premium, we will entitled to the insured's rights against all return the excess to the first Named those other insurers. Insured. I. Premiums 3. The first Named Insured must keep 1. The first Named Insured shown in the records of the information we need for premium computation and send us copies Declarations: at such times as we may request. a. Is responsible for the payment of all premiums; and K. Transfer of Rights of Recovery Against Others to Us b. Will be the payee for any return premiums we pay. 1. Applicable to SECTION I - PROPERTY Coverage: 2. The premium shown in the Declarations was computed based on rates in effect at the time If any person or organization to or for the policy was issued. On each renewal, whom we make payment under this policy continuation or anniversary of the effective has rights to recover damages from date of this policy, we will compute the another, those rights are transferred to us to the extent of our payment. That person or organization must do everything necessary to secure our rights and must do nothing after loss to impair them. But you may waive your rights against another party in writing: 391-1003 08 16 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 80 of 81 Page 106 of 272 OB2 H688591 0901120 a. Prior to a loss to your Covered We waive any right of recovery we may Property. have against any person or b. After a loss to your Covered Property organization with whom you have a only if, at time of loss, that party is written contract, permit or agreement one of the following: to waive any rights of recovery against such person or organization because of (1) Someone insured by this payments we make for injury or insurance; damage arising out of your ongoing (2) A business firm: operations or "your work" done under a contract with that person or (a) Owned or controlled by you; organization and included in the or "products-completed operations (b) That owns or controls you; or hazard". (3) Your tenant. This condition does not apply to You may also accept the usual bills of Medical Expenses Coverage. lading or shipping receipts limiting the L. Transfer of Your Rights and Duties Under liability of carriers. This Policy This will not restrict your insurance. Your rights and duties under this policy 2. Applicable to SECTION II - LIABILITY may not be transferred without our written Coverage: consent except in the case of death of an individual Named Insured. If you die, your If the insured has rights to recover all or rights and duties will be transferred to your part of any payment we have made legal representative but only while that under this Coverage Part, those rights legal representative is acting within the are transferred to us. The insured must scope of their duties as your legal do nothing after loss to impair such representative. Until your legal rights. At our request, the insured will representative is appointed, anyone with bring "suit" or transfer those rights to us proper temporary custody of your property and help us enforce them. will have your rights and duties but only with respect to that property. 391-1003 08 16 Includes copyrighted material of Insurance Services Office, Inc., with its permission. Page 81 of 81 Page 107 of 272 Page 108 of 272 TO: Chair and Trustees of the Oklahoma City Zoological Trust FROM: Dwight Lawson, Executive Director/CEO DATE: May 27, 2026 SUBJECT: Approve Contract for Architectural Services, Project MZ-0082, Penguin Exhibit and Multi-Event Center, Frankfurt-Short-Bruza Associates, P.C. dba Mantra XD. Background: On January 5, 2026, a Request for Qualifications for Penguin Exhibit and Multi-Use Event Center was submitted on the Electronic Bidding System. The Scope of Work for the Penguin Exhibit and Multi-Use Event Center consists of developing a comprehensive concept for a new Penguin Exhibit that will provide a unique and immersive guest experience as well as a Multi-Use Event Center designed to be a destination to hold indoor and outdoor events. The RFQ selection committee conducted interviews of the ranked Consultants on March 10, 2026. A finalized Agreement for Design Services is presented herein for the Trust’s consideration of approval. Recommendation: Agreement be approved. Page 109 of 272 CONTRACT FOR ARCHITECTURAL SERVICES Project No. MZ-0082 Penguin Exhibit and Multi-Use Event Center FIXED LIMIT OF CONSTRUCTION – TO BE DETERMINED This Contract for Architectural Services (“Contract”) is entered into by and between Frankfurt-Short-Bruza Associates, P.C. dba Mantra XD (“Architect”), and Oklahoma City Zoological Trust, a municipal trust (“Trust”), each a “Party” and collectively the “Parties.” WITNESSETH WHEREAS, the Trust intends to develop a comprehensive concept for a new Penguin Exhibit that provides a unique and immersive guest experience, including identifying the size of penguin collection and appropriate life support facility that seamlessly integrates with the existing “Canopy” restaurant, and possible features such as underwater viewing, elevated decks, waterfalls, holding areas, exterior dining, and covered open-air structures with overhead doors; and WHEREAS, the Trust also intends to construct a Multi-use Event Center designed as a destination to hold indoor to outdoor private events, weddings, ceremonies, and receptions to accommodate 500 or more guests and considers future development opportunity for seasonal experiences, associated guest circulation, gardens, walking paths, possible restrooms, expansion of the existing tram route, parking, and separate event entry (“Project”) and desires to engage the professional services of an Architect to design the Project; and WHEREAS, the Architect has been selected under the standards adopted and the procedures prescribed by the resolution establishing procedures for selection of architects, engineers and planners adopted by the City Council on July 23, 1974, amended on December 31, 1974, February 21, 1978, January 22, 1980, November 18, 1986, and August 29, 2023; and WHEREAS, the Architect will provide Architectural Services to design the Project for the Trust in accordance with the terms and conditions of this Contract; and WHEREAS, the Parties desire to enter into this Contract. NOW, THEREFORE, in consideration of the mutual covenants contained hereinafter relating to the Project, the Parties agree to the following: ARTICLE 1│SCOPE OF CONTRACT 1.1 Purpose. The Trust hereby retains the Architect and the Architect agrees to perform the Services for the Project as described and pursuant to the terms and conditions set forth herein. 1.2 Scope of Contract. Page 1 of 26 Page 110 of 272 A. This document, together with the following exhibits, represents the entire and integrated Contract between the Parties and supersedes all prior negotiations and agreements, either written or oral. B. The following exhibits are incorporated in and made a part of this Contract as if fully set out herein: Exhibit A – Scope of Work Exhibit B – Compensation Exhibit C – Anti-Collusion Affidavit Exhibit D – Business Relationship Affidavit Exhibit E – Additional Services Exhibit F – Certificate of Non-Discrimination Exhibit G – Firearm Non-Discrimination Verification C. Any reference to the Contract herein shall also include all of the above-listed incorporated exhibits. D. If there is a conflict in language, terms, conditions, or provisions, between the text of this document and any language, term, condition, or provision in any exhibit, then the text of this document shall govern and control. 1.3 Definitions. For all purposes of this Contract, except as otherwise expressly provided herein or unless the context hereof otherwise requires, the following words and terms shall have the following meanings: “Applicable Laws” means all laws, statutes, codes, ordinances, orders, judgments, decrees, injunctions, rules, regulations, permits, licenses, authorizations, directions, and requirements of and agreements with all federal, state, and local governments, agencies, and officials, that now or at any time hereafter may be applicable to the design, development, construction, or use or condition of the Project. “Architectural Services” or “Services” means the professional services required by and incidental to performing this Contract in accordance with the terms herein. “Bidding Documents” means the documents upon which subcontractors bid to procure materials for or construct this Project, or portion thereof, which includes: A. Those drawings and plans and specifications illustrating or describing the scope, quality, design, and scale of the Project or portion thereof applicable to each bid package; B. The City’s Standard Specifications for Construction of Public Improvements incorporated by reference; C. Any addenda approved by the Trust; and D. Any other terms and conditions made part of the notice to bidders. “City Engineer” means the City Engineer of the Trust or designee. Page 2 of 26 Page 111 of 272 “Construction Contract” means those terms and conditions that constitute the contract between the Trust and the Construction Contractor or Construction Manager (if applicable) for the construction of the Project. “Construction Contractor” means the person or persons, partnership, company, firm, corporation, or other entity awarded or to be awarded the contract for the construction of this Project. “Construction Documents” means those drawings and plans and specifications approved by the Architect and accepted by the Trust setting forth in detail all of the Work, materials, and conditions required for the construction and completion of the Project, including but not limited to the City’s Standard Specifications for the Construction of Public Improvements and Applicable Laws. “Construction Manager” means the construction entity selected or to be selected by the Trust pursuant to the Public Construction Management Act for Political Subdivisions, 61 O.S. §§ 215 et seq, to (i) provide preconstruction services for the Project to the Trust in coordination with the Architect, which includes, but is not limited to, design review, cost control, value engineering, constructability evaluation, and preparation of bid packages; and (ii) to administer the construction and completion of the Project. “Drainage Report” means a technical report that assesses the Project's stormwater runoff and proposes solutions to manage it effectively, which will include (i) all storm sewer design calculations to support the storm sewer design in the Project plans and (ii) drainage maps. “Effective Date” means the date upon the execution and delivery of this Contract by the Parties. “Estimated Maximum Construction Costs” or “EMCC” means the amount estimated by the Construction Manager to construct the Project or phase or portion thereof (if applicable). “Fixed Limit of Construction” means the not-to-exceed amount designated by the Trust as the maximum amount available for the construction cost of the Project. “Pre-Bid Conference” means a meeting with the Trust and potential bidders to discuss the Project, clarify specifications, and ensure potential bidders have a clear understanding of the Project and bidding requirements. “Project Manager” means the individual designated by the City Engineer to manage the design and construction of the Project on behalf of the City Engineer. “Utility Conference” means a meeting with the Architect, the Trust, the Construction Contractor or the Construction Manager (if applicable), and impacted utility companies to discuss utility impacts, right of way acquisition, and utility relocations for the Project. Page 3 of 26 Page 112 of 272 “Work” means the work or services performed by the Construction Contractor or Construction Manager (if applicable) and their subcontractors in the performance of constructing the Project. Article 2│ BASIC SERVICES 2.1 Tasks. The Architect is hereby engaged and employed by the Trust to perform in accordance with good Architectural practices and in the best interest of the Trust in accordance with the professional standard of care all of the Services as set out in this Contract, including but not limited to the following: Task 1A – Construction Manager Preparation Services If the Trust intends to secure a Construction Manager for the Project, the Architect will: (1) Understand Construction Management Method. Review and understand Oklahoma law pertaining to the construction management at risk (CMAR) delivery method for public construction projects pursuant to the Public Construction Management Act for Political Subdivisions, 61 O.S. §§ 215 et seq, the Public Competitive Bidding Act of 1974, 61 O.S. §§ 101 et seq, and the Fair Pay for Construction Act, 61 O.S. §§ 221 et seq and be familiar with the Trust’s CMAR contract template. (2) Construction Manager Solicitation. Prepare a scope for the Project to include an estimated cost to complete the Project and a Project schedule, all to be used for the Trust’s solicitation of a Construction Manager for the Project. (3) Construction Manager Selection. Review proposals received from Trust’s CMAR solicitation for this Project and rank their qualifications and experience according to established Trust processes. The Architect will attend the Trust’s CMAR interviews and offer comments and make recommendations to the Trust as appropriate. Task 1B – Programming and Conceptual Design Services See Exhibit A for the Scope of Work related to this Task Task 1C - Preliminary Report Services (Not required for this project) (1) Requirement Evaluation. The Architect in coordination with the Construction Manager (if applicable) will ascertain, review, and evaluate the Trust’s design objectives, constraints, criteria, and other requirements for the Project. (2) Project Components. The Architect will review with the Trust and Construction Manager (if applicable) site use, improvements, selection of materials, building systems and equipment, construction methods, and methods of Project delivery. Page 4 of 26 Page 113 of 272 (3) Ownership Map. The Architect will complete and submit to the Trust and the Construction Manager (if applicable) within thirty (30) calendar days of written notice to proceed with this task from the City Engineer a geographical or plat map that visually represents property boundaries and the legal ownership details for the area relevant to the Project. (4) Property Acquisition. As applicable and requested by the City Engineer/Trust, the Architect will survey and prepare legal descriptions and temporary and permanent easements and right-of-way for any property that will need to be acquired by the Trust to accommodate the Project, assist the Trust with negotiating and acquiring such property, and provide a proposal for staking easements and right-of-way. (5) Schematic Design Studies. The Architect will in coordination with the Construction Manager (if applicable) prepare schematic design studies consisting of drawings and other documents illustrating the scale and relationship of Project components. (6) Schematic Design Submittal. The Architect will provide the Trust and the Construction Manager (if applicable) with a PDF copy and three (3) hard copies, if requested, of the prepared schematic design studies for review, comment, and City Engineer approval to proceed with preparing a preliminary report. (7) Meetings and Conferences. A. The Architect will hold all necessary meetings and conferences with the Trust , utilities, stakeholders, regulatory agencies, Construction Manager (if applicable), and all other interested parties. B. The Architect will also hold and manage at least one (1) Utility Conference at a location and time determined by the City Engineer. (8) Construction Cost. The Architect will prepare a construction cost estimate for the Project; provided, however, to the extent the Trust has secured a Construction Manager for the Project, the Construction Manager will be responsible for preparing construction costs estimates and the Architect will assist the Construction Manager as requested and as appropriate. (9) Preliminary Report. The Architect shall prepare from the approved schematic design studies a Preliminary Report for the Project. The Preliminary Report will: A. Consist of drawings and other documents to fix and describe the size and character of the Project as to structural, mechanical and electrical systems, preliminary site drawing, materials and such other essentials as may be appropriate, all of which will conform with the City’s Standard Specifications for the Construction of Public Improvements and Applicable Laws; B. Include the building permits and licenses required for the Project, with a complete set of plans for each permit or license required; C. Include a topographical survey of the site, layout of any existing, proposed, or recommended sanitary sewers, water lines, storm sewers, other underground Page 5 of 26 Page 114 of 272 obstructions, street improvements, site drainage and detention studies as appropriate, any or all of which might affect the construction of this Project; D. Include well-established utility and right-of-way or easement requirements for the Project; E. Include, if applicable, a drainage study to determine one hundred (100) year flood elevation with complete computations and calculations; and F. Cover the total construction of the Project by phases or sections and recommend the order of construction and completion of each phase of construction. (10) Preliminary Report Submittal. The Architect will provide the Trust and the Construction Manager (if applicable) with a PDF copy and three (3) hard copies, if requested, of the prepared Preliminary Report for review, comment, and City Engineer approval. (11) Submittal Format. All design, studies, plans, and reports shall be prepared using the appropriate updated title sheet provided by the Trust. (12) Revisions. The Architect will promptly make revisions and additions to design, studies, plans, and reports as requested by the City Engineer/Trust. (13) Architect Recommendation. The Architect shall recommend the Preliminary Report be received by the Trust. (14) Geotechnical Investigation. (Provided by the Zoo) A. The Architect will recommend to the Trust the name of a geotechnical investigation or service firm from the City’s listing of on-call engineering and testing laboratory contract firms. B. The Architect will procure all geotechnical services related thereto, including, but not limited to sampling, test boring, subsurface explorations, analysis and other investigations required for determining conditions and geotechnical recommendations for foundations and paving design. C. The Architect will also identify and coordinate all requirements for geotechnical investigation, including, but not limited to, sampling and analysis of water, soil, rock, and other substances by the geotechnical firm as appropriate. D. The Architect shall submit to the Trust the geotechnical investigation proposal/contract with their scope of work for the Project. Task 2 - Final Plan Services (by possible future amendment) (1) Prepare Final Plans. Based on the approved Preliminary Report in whole or in part by the Trust and any adjustments authorized by the Trust, the Architect shall proceed as directed in writing by the City Engineer to prepare detailed final plans and specifications in conformance with the City’s Standard Specifications for the Construction of Public Improvements and Applicable Laws. (2) Conformity to Standard Specifications. To the extent the Architect identifies any non- conformity with the City’s Standard Specifications for the Construction of Public Page 6 of 26 Page 115 of 272 Improvements in Project plans and specifications but approves of such non-conformity, the Architect will document each instance, provide a basis therefore, and bring the non- conformities to the attention of the City Engineer no later than at next appropriate stage of review. (3) Review. At intervals appropriate to the progress during this task or as otherwise requested by the Trust, the Architect shall provide design studies and updated plans and specifications to the Trust and the Construction Manager (if applicable) for review. (4) Meetings and Consultations. The Architect will meet with the Trust and the Construction Manager (if applicable) at any time requested for consultation or conference as directed by the City Engineer/Trust. (5) Review of Construction Manager Submissions. To the extent the Trust has already secured a Construction Manager for the Project during this Task 2, the Architect will timely review and provide feedback on submissions from the Construction Manager, to include, but not limited to, the Construction Manager’s Project Estimated Maximum Construction Cost, schedule, and bid packages. (6) 60% Design Responsibilities. A. Submissions and Resolution. i. When 60% design is accomplished, the Architect will provide the Construction Manager for review (if applicable) and Trust for review and approval with: a. A PDF copy of the 60% plans fully incorporating and resolving all previous feedback and direction from and to the satisfaction of the Trust Engineer and any other information or assistance requested to facilitate the Construction Manager’s 60% design responsibilities with the Trust (if applicable); b. A detailed construction cost estimate for said improvements, extensions, and repairs (if the Trust has not secured a Construction Manager for the Project during this task); c. A Drainage Report supporting the 60% plans; and ii. After Trust review, the Architect will promptly resolve any conflicts or issues identified during review and will incorporate all recommended changes prior to submitting 90% plans. iii. This submittal does not stop, impact, or otherwise delay the Architect’s contract-allotted time for completion and submittal of final plans and specifications. B. Notice to and Coordination with Public Utilities. When 60% design is accomplished, the Architect will: i. Notify all known utility companies and other entities with facilities affected by the proposed Project and furnish them with a copy of the 60% plans; ii. Initiate, coordinate, and administer necessary utility and facility relocations or modifications for the Project; Page 7 of 26 Page 116 of 272 iii. Compile all necessary documents for review of the relocation plan, including schedule and cost; iv. Revise the 60% plans to incorporate any utility relocations and any project plan revisions; v. Conduct a final conference on the 60% plans with the utilities and affected entities to confirm and affirm the plans, the costs, and the schedule; and vi. Provide a written relocation schedule with the current status of the relocation timelines to the Trust’s Project Manager. C. Engineering Services Required. Should it be necessary to extend or relocate public utilities, storm sewer, sanitary sewer, waterlines, or paving, the Architect shall procure the aid of a registered professional engineer to prepare construction documents as may be required for these improvements and submit same to the City Engineer and the Trust for approval. Detailed construction plans will be required on all storm sewer, sanitary sewer, waterlines, and paving construction in accordance with the following: i. Plans will include a profile of all proposed improvements and indicate right- of-way and easements, existing or to be acquired. ii. Plans will include a complete drainage map and calculations, detail of special structures, typical paving section, manhole detail, storm sewer inlet details, etc. iii. Plans must be signed and sealed by a Professional Engineer registered in the State of Oklahoma. iv. The horizontal scale used on plan and profile sheets shall be 1”=30' or 1”=40'. The vertical scale shall be 1”=3' or 1”=4'. v. Sheet size shall be 24” x 36”. vi. All street returns shall have a minimum thirty (30) foot radii. Driveway returns shall have a minimum of twenty (20) foot radii. vii. On construction plans the streets should reflect the name, existing surface and existing and proposed right-of-way width. viii. All utility easements shall have a minimum width of fifteen (15) feet. ix. All elevations shown on the plans shall be based on United States Geological Survey datum. (7) 90% Design Responsibilities. A. When 90% design is accomplished, the Architect will provide the Construction Manager for review (if applicable) and Trust for review and approval with: i. A PDF copy of the 90% plans fully incorporating and resolving all previous feedback and direction from and to the satisfaction of the City Engineer and any other information or assistance requested to facilitate the Construction Manager’s 90% design responsibilities with the Trust; ii. A detailed construction cost estimate for said improvements, extensions, and repairs (if the Trust has not secured a Construction Manager for the Project during this task); iii. A Drainage Report supporting the 90% plans; and Page 8 of 26 Page 117 of 272 B. After Trust review, the Architect will promptly resolve any conflicts or issues identified during review and will incorporate all recommended changes prior to submitting 95% plans. C. This submittal does not stop, impact, or otherwise delay the Architect’s contract- allotted time for completion and submittal of final plans and specifications. (8) 95% Design Responsibilities. A. When 95% design is accomplished, the Architect will provide the Construction Manager for review (if applicable) and Trust for review and approval with: i. A PDF copy of the 95% plans fully incorporating and resolving all previous feedback and direction from and to the satisfaction of the City Engineer and any other information or assistance requested to facilitate the Construction Manager’s 95% design responsibilities with the Trust; ii. A detailed construction cost estimate for said improvements, extensions, and repairs (if the Trust has not secured a Construction Manager for the Project during this task); iii. A Drainage Report supporting the 95% plans; and B. After Trust review, the Architect will promptly resolve any conflicts or issues identified during review and will incorporate all recommended changes prior to submitting the final plans and specifications. (9) Final Plans Submittal. Based upon all foregoing reviews, requests, revisions, and approvals, the Architect will prepare and furnish final plans and specifications for the Project to the Construction Manager for review (if applicable) and the Trust for approval. The Architect will furnish the Trust with two (2) full size sets, three (3) half size sets, and a PDF of the final plans and specifications, all at no additional cost to the Trust. (10) Final Plan Requirements. A. Final plans and specifications shall be prepared using the appropriate updated title sheet provided by the Trust. B. The horizontal scale used on plan and profile sheets shall be 1”=30' or 1”=40'; the vertical scale shall be 1”=3' or 1”=4'; and the sheet size shall be 24” x 36”. C. The Architect must indicate on final plans and profiles all water lines, sanitary sewer lines, storm water facilities, gas lines, oil lines, telephone and communication conduits, and all other surface and underground obstructions, which might affect the construction of the Project. D. Prior to the submission of the final plans and specifications to the Trust, the Architect shall identify all required permits and licenses for the Project, and submit plans and specifications required for review by the Trust department and any other governmental or regulatory entity whose approval is required for granting building permits and other required permits, licenses and approvals. E. Final design shall include the establishment of permanent horizontal and vertical alignment control points throughout the entire Project limits of all storm sewers, sanitary sewers, paving, water and/or appurtenances. The Architect shall provide a permanent benchmark within two hundred (200) feet of the beginning and ending of the proposed Project construction. All surveys and control points shall be tied to Page 9 of 26 Page 118 of 272 the Trust’s GIS control network and datum. Benchmarks will be established by the Architect and must provide and maintain all additional surveys, construction staking, field controls and benchmarks in accordance with the City’s Standard Specifications for Construction Staking. F. Final design will include a Drainage Report supporting the final plans and specifications. Task 3 - Bidding Services (by possible future amendment) (1) Meetings. The Architect will meet with the Trust and its representatives and the Construction Manager (if applicable) at any time requested or directed by the Trust for consultation or conference. (2) Prepare Bid Packages. The Architect will prepare bid packages for long-lead material and equipment and bid packages for the Trust for review or provide input on long-lead material and equipment and bid packages prepared by the Construction Manager (if applicable). The Architect will ensure the bid packages comply with the Trust’s Standard Specifications for the Construction of Public Improvements and Applicable Laws. (3) Develop Special Questionnaires. Provide support and assistance to the Trust and Construction Manager (if applicable) to develop special questionnaires for trades that do not have City pre-qualification categories and requirements. (4) Pre-Bid Conference. The Architect shall hold at least one (1) Pre-Bid Conference at such location and time determined by the City Engineer and in coordination with the Construction Manager (if applicable). (5) Addenda. The Architect will timely prepare and submit to the Trust and the Construction Manager (if applicable) for review and approval addenda answering all questions regarding the Project raised at the Pre-Bid Conference or submitted through the electronic bidding system. (6) Bid Recommendations. A. Once bids are opened or quotes are received but prior to award, the Trust will promptly provide the Architect with a copy of the bids or quotes. B. The Architect will, within two (2) Business Days of receipt: i. Review the bids or quotes; ii. Identify any bids or quotes believed to be unbalanced; iii. Provide its recommendation to the Trust and the Construction Manager (if applicable) for the lowest and best responsible bidder or quoter; and iv. If recommending other than the lowest bidder or quoter the Architect will provide a detailed written statement of the reason for its recommendation. (7) Bids Exceeding Fixed Limit of Construction. If all timely and properly submitted bids exceed the Fixed Limit of Construction, the Architect, at no increase or additional cost to the Trust, shall promptly redesign the Project and redraft the Bidding Documents so that Page 10 of 26 Page 119 of 272 the bids pursuant to a subsequent solicitation come within the Fixed Limit of Construction and will participate in the rejection and re-advertising of Bidding Documents. (8) Assistance. The Architect shall assist, review, and make recommendations to the Trust and Construction Manager (if applicable) on all bidding issues. Task 4 - Construction Administration Services (by possible future amendment) (1) Contract Administration. The Architect shall provide administration of the Construction Contracts during construction until final acceptance of the Project; provided, however, to the extent the Trust has secured a Construction Manager for the Project, the Construction Manager will administer the Construction Contracts and the Architect will only provide support to the Construction Manager and Trust as needed. (2) Site Visits and Meetings. The Architect shall observe and review the Work at intervals appropriate to the stage of construction and the nature of the activities being undertaken by the Construction Contractor or Construction Manager (if applicable) and as requested by the City Engineer or Project Manager to become familiar with the Work and to determine whether such Work is proceeding in accordance with the Construction Documents. The Architect will make a site visit or attend a progress meeting not less often than every other week during construction of the Project. Promptly after such visits and meetings, the Architect will provide to the Trust reports detailing the progress and quality of the Work and any defects or deficiencies in the Work. (3) Pre-Work Conferences. The Architect will assist in coordination of pre-work conferences for the Construction Contractor or Construction Manager (if applicable), the Trust, and all other interested parties. (4) Alignment. The Architect will (i) establish permanent horizontal and vertical alignment control points throughout the entire Project limits from which the Construction Contractor or Construction Manager (if applicable) shall set its control for construction (if applicable to this Project, the Architect will also provide bridge centerline horizontal and vertical control points); and (ii) provide a permanent benchmark within two hundred (200) feet of the beginning and ending of the proposed construction. All surveys and control points shall be tied to the Trust’s GIS control network and datum. (5) Review of Staking. Construction staking is to be performed by the Construction Contractor or Construction Manager or its Subcontractors (if applicable). The Architect will periodically affirm for the Trust that staking and grade are done in accordance with the City’s Standard Specifications for Public Improvements and Project plans and specifications. (6) Interpretation of Plans. The Architect will provide interpretations of the Construction Documents necessary for the proper execution or progress of the Work with reasonable promptness upon request of the City Engineer or Project Manager or the Construction Contractor or Construction Manager (if applicable). The Architect will prepare and provide Page 11 of 26 Page 120 of 272 written decisions within a reasonable time but in no event later than seven (7) calendar days following receipt of a request. (7) Ensuring Compliance and Reporting Progress and Defects. A. The Architect is responsible for ensuring that Work is proceeding in accordance with the Construction Documents. B. The Architect will periodically review as-built drawings as may be appropriate or required by the Trust or its contracts with the Construction Contractor or contractors or the Construction Manager (if applicable). C. The Architect will keep the Trust and the Construction Contractor or Construction Manager (if applicable) informed of the progress of the Work. D. If the Architect becomes aware of any defective or damaged material which is or may be incorporated into the Work, the Architect will promptly inform the applicable contractor and then the Construction Contractor or Construction Manager (if applicable) and then the Trust. E. The Architect shall recommend rejection to the City Engineer of Work that does not conform to the Construction Documents. (8) Document Review and Response. A. The Architect will review and approve or disapprove or take other appropriate action with respect to requests for information, change order requests, amendments, field changes, and all submissions from the Construction Contractor or Construction Manager (if applicable) and subcontractors in an expeditious manner so as not to delay progress of the Work but no longer than fourteen (14) calendar days from receipt of documents. B. The Architect’s review will be for (i) compliance with Applicable Laws, (ii) conformance of such documents with the Project design concept and plans and specifications and Construction Documents, and (iii) determining whether the Work when completed will be in compliance with the Construction Documents; provided, the approval of a specific item shall not be construed to be an approval of an assembly of which the item is a component. C. The Architect will maintain a listing of all documents received and created and their status. (9) Preparation of Documents and Drawings. A. The Architect will prepare clarification drawings, change orders, field changes, amendments, and any other documents appropriate to perform this Contract as needed and upon request of the Trust or the Construction Contractor or the Construction Manager (if applicable). B. The Architect will make revisions to the Construction Documents as needed. C. The Architect will provide such documents to the Construction Contractor or Construction Manager (if applicable) for review and the Trust for approval. (10) Responsibility Limitations. A. The Architect does not guarantee the Construction Contractor’s or Construction Manager’s (if applicable) performance with their Construction Contracts with the Page 12 of 26 Page 121 of 272 Trust. The Architect is not responsible for and will not have control over or charge of construction means, methods, techniques, sequences, or procedures in connection with the Work nor is the Architect responsible for any failure of the Construction Contractor or Construction Manager (if applicable) to carry out the Work in accordance with the Construction Documents. B. The Architect does not guarantee the performance of the contract by the Construction Contractor or Construction Manager (if applicable), nor is it responsible for construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with the Work, and it shall not be responsible for a Construction Contractor's or Construction Manager’s (if applicable) failure to carry out the Work in accordance with the Construction Contract. (11) Record of Work. The Architect will collect and keep a record of the Work performed by any contractor on this Project and provide to the City Engineer and the Construction Contractor or Construction Manager (if applicable) a monthly progress report covering the Work performed. (12) Review of Claim Vouchers. A. Laboratory Claims. The Architect will review and recommend approval of testing laboratory claim vouchers within ten (10) business days of receipt of claim. B. Regular Pay Claims. i. The Architect will review claim vouchers submitted by the Construction Contractor or the Construction Manager (if applicable): a. To ensure the claims are complete and in accordance with Section 112 of the City’s Standard Specifications for the Construction of Public Improvements; and b. To determine the amounts owing based on inspections at the site and evaluation of the claims. ii. The Architect will approve or reject such claims within seven (7) calendar days of receipt. iii. The Architect will certify to the Trust that the Work for which payment is sought has been performed and progressed as indicated and is in accordance with the Construction Documents and that Construction Contractor or contractor or Construction Manager (if applicable) is entitled to payment of the amount certified. iv. The Architect will use reasonable efforts to resolve any discrepancy in the claims or dispute therefrom which may exist between the Architect and the Construction Contractor or Construction Manager (if applicable) prior to submitting its certification to the Trust. C. Final Pay Claim. i. The Architect will review the final claim voucher submitted by the Construction Contractor or Construction Manager (if applicable): a. To ensure the final claim is complete and in accordance with Section 112 of the City’s Standard Specifications for the Construction of Public Improvements; and Page 13 of 26 Page 122 of 272 b. To determine the final amount owing based on inspections at the site and evaluation of the claim. ii. The Architect will approve or reject the final claim within fourteen (14) days of receipt. iii. The Architect will certify to the Trust that the Work for which final payment is sought has been performed and progressed as indicated and is in accordance with the Construction Documents and that Construction Contractor or Construction Manager (if applicable) is entitled to payment of the amount certified. iv. The Architect will use reasonable efforts to resolve any discrepancy in the final claim or dispute therefrom which may exist between the Architect and the Construction Contractor or Construction Manager (if applicable) prior to submitting its certification to the Trust. (13) Inspections and Observations. A. General. The Architect will observe major systems and equipment on site to determine conformance to approved shop drawings, product data, and samples and will carry out inspections of the Work and Materials as may be appropriate or necessary to perform this Contract. At any time during construction, the Architect may be given the authority to require additional inspection or testing of the Work or Materials by the City Engineer. B. Pre-Final Inspection. The Architect shall coordinate and conduct Pre-Final Inspections with the Construction Contractor or Construction Manager (if applicable) and the Trust’s representatives to determine and certify to the Trust the substantial completion of the Work and shall develop a punch list of all Work remaining to achieve full compliance with the Construction Documents or a Final Inspection Report if no deficiencies are identified. C. Final Inspection and Certification. Upon the Construction Contractor’s or Construction Manager’s (if applicable) notice of completion of the punch list items, the Architect shall verify the completion of the punch list items and will then coordinate and conduct Final Inspections with the Construction Contractor or Construction Manager (if applicable) and the Trust’s representatives. The Architect shall then submit to the Trust a Certificate of Completion wherein it is stated that all work performed by the Construction Contractor or Construction Manager (if applicable) was completed in accordance with the Construction Documents. (14) Communications. Except as otherwise provided in this Contract, communications with the Architect's subconsultants will be through the Architect. Communications with the Construction Contractor's or Construction Manager’s (if applicable) subcontractors and material suppliers will be through the Construction Contractor or Construction Manager (if applicable). Communications with other Trust contractors will be through the Trust. The Architect shall be available at all times for the purpose of communication. Task 5 - Record Drawing Services (by possible future amendment) Page 14 of 26 Page 123 of 272 (1) Drawings. Upon termination of this Contract or completion of the Work, the Architect shall, at its expense, correct the original drawings to show all as-built changes based on information from the Construction Contractor or Construction Manager (if applicable) and reflecting the actual construction of the Project and shall furnish to the Trust, without expense, electronic files in the latest AutoCAD version compatible with the Trust’s current software and a PDF file in color. All written comments, changes, or other markings on the final drawings must be highlighted in RED color. (2) Calculations. Upon termination of this Contract or completion of the Work, the Architect shall also furnish the Trust, without cost to the Trust, all basic calculations used in the design of the structures and original field notes on all land surveys, at which time Architect shall receive the retained portion of its fee as provided in Exhibit B of this Contract. (3) GPS. The Architect shall submit GPS permanent benchmark with as-built drawings. (4) Manuals. For all building or facility projects, the Architect shall provide to the Trust three copies of an Operations and Maintenance (O&M) Manual covering all systems and equipment constructed, installed, or remodeled as a part of the Project. (5) Warranties. The Architect will collect and provide to the Trust all written warranties and any related documents required by the Construction Documents and assembled by the Construction Contractor or Construction Manager (if applicable). Article 3│ OTHER SERVICE TERMS AND CONDITIONS 3.1 Responsibilities with Construction Manager (If Applicable). For the duration of the term and performance of this Contract and all tasks herein, to the extent the Trust has secured a Construction Manager for the Project, the Architect will: A. Maintain continuous and effective lines of communication with, and be receptive and responsive to ideas, suggestions, inquiries, and requests from the Construction Manager and the Trust, and to perform in a manner designed to maximize agreeable resolutions of differences of opinion and disputes; and B. Inform the Construction Manager and the Trust of any advances or improvements in construction, design, or operational or safety technology which could result in cost savings, increased safety, increased efficiency, or other improvements of the Project. C. Provide the Construction Manager with all information, analysis, and documentation relating to the Project and all Work; D. Work with the Construction Manager with respect to coordinating, participating, and facilitating any inspection, testing, or analyses of any submittal, substitution, design draft, and Work performed or to be performed on or for the Project, and any portion thereof. E. Promptly and thoroughly review and study any and all analyses, reports, design, and other similar documents provided or prepared by the Construction Manager. 3.2 Relationship to Construction Manager (If Applicable) and Trust. The duties, obligations and responsibilities of the Architect under this Contract shall in no manner whatsoever be changed, Page 15 of 26 Page 124 of 272 altered, discharged, released, or satisfied by any duty, obligation, or responsibility of the Construction Manager (if applicable) to the Trust. It is expressly acknowledged and agreed by the Parties that the duties of the Architect to the Trust are independent of, and are not diminished by, any duties of the Construction Manager (if applicable) to the Trust. The Trust relies solely on the professional services, warranties, and representations of the Architect and the Construction Manager (if applicable) and assumes no responsibility for design or constructability. 3.3 Meetings and Reporting to the Trust. For the duration of the term and performance of this Contract and all tasks herein, the Architect will attend all meetings and conferences required by this Contract, as directed by the City Engineer/Trust, and those others as necessary to comply with the terms and conditions of this Contract, and take notes at each such meeting and prepare and deliver a report thereon to the Trust and Construction Manager (if applicable) in a timely manner but no later than seven (7) calendar days following such meetings. 3.4 No Claims for Extra Services. No claims for services of any kind, nature, or character other than those specifically set forth herein shall be recognized by, binding upon, or paid by the Trust unless such services are first approved in writing by the City Engineer. 3.5 Additional Services. Additional Services as enumerated in Exhibit E attached hereto shall only be provided upon prior written authorization from the City Engineer. 3.6 Notice to Proceed. The Architect shall proceed with providing Services upon receipt of a written notice to proceed from the City Engineer. 3.7 Deadlines. The Architect will complete the following tasks and submit all deliverables therefrom to the City Engineer/Trust in a form acceptable to the City Engineer/Trust within the periods of time specified: A. Task 1A Construction Manager Preparation Services within forty-five (45) calendar days of receipt of written notice to proceed with such task from the City Engineer. B. Task 1B Programming and Conceptual Design Services within ninety (90) calendar days of receipt of written notice to proceed with such task from the City Engineer. C. Task 1C Preliminary Report Services within (not required for this Project) calendar days of receipt of written notice to proceed with such task from the City Engineer. D. Task 2 Final Plan Services (by possible future amendment) calendar days of receipt of written notice to proceed with such task from the City Engineer. 3.8 Trust Review Time. The Trust will endeavor to complete review of submitted schematic studies, preliminary reports, final plans, and any other deliverables within thirty (30) calendar days upon receipt from the Architect. 3.9 Requests for Extension of Time. If the Architect reasonably believes it will be unable to perform any of the Services within the time frames allotted herein, the Architect may request an extension of time in writing to the City Engineer, explaining the reason for the request, indicating the length of extension believed necessary to perform the Services, and providing evidence showing that the Architect will be unable to complete such Services in the time specified in the notice to proceed for reasons beyond its control. The City Engineer shall have sole discretion to Page 16 of 26 Page 125 of 272 grant a reasonable extension of time. The Architect is prohibited from claiming damages for delays and extensions of time. 3.10 Standard of Care. The Architect shall perform its services consistent with the professional skill and care ordinarily provided by architects practicing in the same or similar locality under the same or similar circumstances. The Architect shall perform its services as expeditiously as is consistent with such professional skill and care and the orderly progress of the Project. The Architect agrees to require all of its subconsultants, by the terms of their contracts, to provide services at the same standard of reasonable care required of the Architect. 3.11 Crime Prevention Through Environmental Design. The Crime Prevention through Environmental Design (CPTED) concept suggests that natural surveillance, natural access control, and territoriality can be effectively applied to a project and its surrounding environment to provide safety for users. A CPTED design can also promote community confidence and improve natural surveillance methods to reduce/prevent common crime and vandalism. The Architect should implement the concepts of CPTED, where appropriate, to reduce the real and perceived areas of potential problems during the project design. 3.12 Design Corrections. The Architect agrees to promptly make any necessary corrections to the designs, drawings, specifications or other documents, or Services furnished, when such documents or Services contain any errors, deficiencies or inadequacies caused by the Architect, at no cost to the Trust. 3.13 Notice of Design Limitations. The Architect will immediately advise the Trust at any time it believes that the Project being designed will exceed, or is likely to exceed, the Fixed Limit of Construction as set forth in this Contract. 3.14 Subconsultants and Subcontractors. The Architect agrees to submit for approval by the Trust, prior to their engagement, a list of any sub-consultants or subcontractors the Architect intends to engage to perform the Services herein. Such approval will not be unreasonably withheld. The Architect shall notify the Trust and seek pre-approval of any substitutions or changes in sub- consultants or sub-contractors. 3.15 Local Business Utilization Reporting. A. The Architect agrees to submit a Small, Local, and Minority Business Utilization ("LBU") Report to the Trust within fourteen (14) days of the issuance of the Notice to Proceed, to include the following information: 1. A list identifying each of its subconsultants or subcontractors; 2. The location and contact information of the principal place of business of each subconsultant or subcontractor; 3. The status of each subconsultant and subcontractor and their class of business (e.g., local, small, minority, N/A); 4. The general scope of work to be performed by each subconsultant or subcontractor; 5. The dollar amount of each subcontract; and 6. The tools and/or organizations used to locate and contact these businesses. Page 17 of 26 Page 126 of 272 B. The Architect further agrees to submit to the Trust a monthly report identifying the scope of work and amount of payments made to each subconsultant or subcontractor for the preceding month on a form provided by the Trust. Article 4│ COMPENSATION AND PAYMENT 4.1 Compensation. The Architect will be compensated in accordance with this Article 4 and Exhibit B attached hereto. 4.2 Claim Procedures. A. The Architect will electronically submit claim vouchers and invoices with supporting documentation to the Trust for payment on a monthly basis. B. Claim vouchers and invoices will: 1. Set forth in detail the Services performed for which payment is sought; 2. Match the formatting of Exhibit B to include subtasks; 3. Identify the percentage of task completion on account of Services performed; and 4. Contain the Architect’s certification that the amounts paid and to be paid pursuant to submitted claims is approximately in proportion to Services completed. C. The Trust will review claims vouchers and invoices for payment. Should the Trust question or request additional documentation or disapprove all or a portion of any invoice, the Architect will be promptly notified so that it may provide additional documentation sufficient to demonstrate the invoice and claim should be paid, in whole or in part. 4.3 Effect of Payment. Payment shall not be deemed to be approval of Services performed or waive any rights or obligations of the Parties to this Contract. Article 5│ RECORDS 5.1 Records and Accounts. A. The Architect will maintain all Project records, including, but not limited to, the following records, for the term of this Contract (i) until the date five (5) years after the final acceptance of the completed Project by the Trust, or (ii) until the date of final resolution of any outstanding disputes between the Parties, whichever date is later: all documents, notes, drawings, specifications, reports, estimates, summaries, renderings, models, photographs, field notes, as-built drawings, information, survey results, plans, computer files and any other materials produced, created or accumulated in performing this Contract that have not been submitted to the Trust subsequent to final completion of the Project and its internal accounting records, and other supporting documents pertaining to the claims and invoices for costs of the Services of this Contract. B. The Architect must maintain its accounting records in accordance with generally accepted accounting principles applied on a consistent basis. C. The Architect shall permit periodic audits by the Trust and Trust’s authorized representative. The periodic audits of the records in support of claims and invoices for the Page 18 of 26 Page 127 of 272 Contract shall be performed at times and places mutually agreed upon by the Trust and the Architect, such agreement not to be unreasonably withheld. 5.2 Ownership of Documents. All documents, notes, drawings, specifications, reports, estimates, summaries, computer files, renderings, models, photographs, field notes, as-built drawings, information, survey results, plans, and any other materials produced, created or accumulated in performing this Contract, are and shall remain the property of the Trust and may be used, reproduced, distributed, and published in whole or part without permission or any additional payments or fees to the Architect. Reuse of said documents by the Trust shall be at the Trust's risk and responsibility and not that of the Architect. The Parties may use any portions of said documents at their own risk and responsibility. Backup files of such documents are the property of the Architect. 5.3 Backup Required. In accordance with good architectural practices, the Architect must back up on a daily basis all data, CADD computer files, surveys, tests, work, plans, specifications, notes, calculations, RFI, records, reports, documents (collectively referred to as “data”) in the form of an electronic file safe and secure location. Should any data become lost, corrupted, inaccessible, or unusable (collectively “loss”), the Architect must timely recreate all data within the original time frame of the Architectural contract at its sole cost. No extensions or additional time will be granted the Architect for loss of data. No additional payment or reimbursement will be made to the Architect for loss of data. The Architect will be responsible for any and all costs, expenses, or lost opportunities incurred by The Trust, and construction contractor resulting from the failure to meet schedules, milestones, performance standards, or performance requirements related to loss of data. Article 6│ INDEMNITY 6.1 Indemnification. To the fullest extent permitted by law, the Architect agrees to indemnify, defend, and hold harmless the Trust, any of its participating beneficiary trusts, and any of the Trust’s or trust’s officers, employees, agents, representatives, and contractors, against any and all liability for damage arising out of death or bodily injury to persons or damage to property which arises out of the negligence or fault of the Architect, its officers, employees, agents, representatives, or subcontractors; provided, such indemnification will not exceed an amount that is proportionate to the degree of negligence or fault of the Architect, its officer, employees, agents, representatives, or subcontractors as agreed to by the Parties in writing or as adjudicated liable. 15 O.S. § 221A. 6.2 Notice. Each Party shall promptly notify the other Party in writing upon receipt of any action, suit, or proceeding arising under Section 6.1 of this Contract. 6.3 Architect Obligations Not Affected by Insurance. The Architect’s obligations and liability to indemnify the Trust and its participating beneficiary trusts as provided in Section 6.1 herein shall not be affected in any way by any terms of insurance or any refusal by the insurer to indemnify the Architect under its policies of insurance. Page 19 of 26 Page 128 of 272 Article 7│ INSURANCE 7.1 Insurance Requirements. The Architect shall procure and maintain insurance for this Project in accordance with the terms and conditions in this Article 7 against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Architect, its agents, representatives, subconsultants, or subcontractors. 7.2 Minimum Coverage. Coverage shall include the following policies with limits at least as broad as that set forth below: A. Worker's Compensation Insurance and Employer's Liability Insurance a. Worker's compensation insurance as prescribed by the laws of the state of Oklahoma and employer's liability insurance in an amount not less than two million dollars ($2,000,000) per occurrence for bodily injury or disease. B. Commercial General Liability Insurance a. Commercial general liability insurance coverage, including claims for products and completed operations, property damage, bodily injury and personal and advertising injury, with limits not less than two million dollars ($2,000,000) per occurrence and four million dollars ($4,000,000) general aggregate. C. Automobile Liability Insurance a. Automobile liability insurance coverage as to the ownership, maintenance, and use of all owned, non-owned, leased, or hired vehicles with limit no less than two million dollars ($2,000,000) per occurrence for bodily injury and property damage. D. Professional Liability (Errors and Omissions) Insurance a. Professional liability (errors and omissions) insurance appropriate to the Architect’s profession with a limit of no less than two million dollars ($2,000,000) per occurrence (or claim). 7.3 Coverage When City Trust Party. If the City and any of its public trusts are parties to this Contract, all terms and conditions in this Article 7 shall apply to both the City and such trusts, coverage minimums required herein will be increased by the same amounts for each such trust, and such trusts will also be named an additional insured. 7.4 Duration of Coverage. All insurance required under this Contract shall be procured and maintained in full force and effect: A. As of the Effective Date and as a condition of approval of this Contract; and B. Until Final Completion and Acceptance of the Project by the Trust’s governing body. Provided, however, if professional liability insurance is procured and maintained in the form of “claims-made” coverage, such coverage must include tail coverage and extend at least two (2) years past the date of Acceptance of the Project by the Trust’s governing body. 7.5 Additional Insureds. All insurance (except worker’s compensation, employer’s liability, and professional liability policies) shall provide that the Trust is named additional insured required by contract subject to all policy provisions and limitations. Page 20 of 26 Page 129 of 272 7.6 Occurrence Policies. All policies shall be in the form of “occurrence” coverage; provided professional liability insurance may be procured and maintained in the form of “claims-made” coverage, only if the Architect provides tail coverage that extends at least two (2) years past the date of Acceptance of the Project by the Trust’s governing body. 7.7 Deductibles. No policy may have a deductible or self-insured retention exceeding twenty- five thousand dollars ($25,000). The Trust may in its sole discretion approve deductibles or self- insured retentions in excess of twenty-five thousand dollars ($25,000) if the Architect procures an irrevocable letter of credit naming the Trust as a loss payee or bond guaranteeing payment of the losses and related investigations, claim administration, and defense expenses not otherwise covered by the Architect’s insurance because of deductibles or self-insurance retentions. 7.8 General Aggregate. Should any of the insurance required under this Contract be provided under a form of coverage that includes a general aggregate limit, either the general aggregate limit must apply separately to this Contract or the general aggregate limit shall be twice the required occurrence limits. The Architect will fully replenish the general aggregate coverage immediately, but in no case more than ten (10) calendar days, whenever the amount of such aggregate coverage may be reduced below the requirements of this Contract. 7.9 Primary. Architect’s insurance coverage shall be primary to any insurance or self-insurance program carried by the Trust, if any. 7.10 Subrogation Waived. The Architect hereby grants to the Trust a waiver of any right to subrogation which any insurer of the Architect may acquire against the Trust by virtue of the payment of any loss, damages, costs, or expenses under such insurance. 7.11 Severability of Interest. Except with respect to limits of insurance, all liability policies must provide that with respect to claims involving any insured hereunder, each such interest shall be deemed separate for any and all other interest herein and coverage shall apply as though each such interest was separately insured. 7.12 Authorized Companies. All insurance must be from responsible insurance companies which are licensed to transact business in the State of Oklahoma which has a rating of not less than A-VII, AM Best Services, in the most current addition of the Best’s Key Rating Guide or otherwise acceptance to the Trust. The insurance policies shall be performable in Oklahoma City, Oklahoma, and shall be construed in accordance with the laws of the State of Oklahoma. 7.13 Certificates. The Architect shall provide the Trust with certificates of insurance approved by the Oklahoma Insurance Commissioner evidencing compliance with the terms of this Article as a condition of approval of this Contract and on a timely basis upon request by the Trust. The certificates must: A. Include a Project name or title or a very brief description of the Project subject to the certificate, but will not include any contract or project number; and B. Recognize the Trust is named additional insured required by contract subject to all policy provisions and limitations. Page 21 of 26 Page 130 of 272 7.14 Change or Cancellation. A. The Architect shall provide at least thirty (30) calendar days written notice to the Trust of any change, reduction, lapse, suspension, cancellation, or termination of any insurance policy or coverage required by this Contract. B. The failure to procure and maintain or lapse of any of the insurance policy or coverage required by this Contract is a breach of this Contract. C. If any insurance policy or coverage required by this Contract is changed, reduced, lapsed, suspended, cancelled, terminated, or otherwise not in full force and effect for any reason during the term of this Contract, the Architect shall be fully responsible and liable for any claim by the Trust for any loss, damages, costs, or expenses, also including attorney fees, court costs, and administrative expenses, which would have been covered or assumed by the policy or coverage had the changed, reduced, lapsed, suspended, cancelled, terminated, or unsecured insurance policy or coverage been in effect without limitation as to the policy amount. D. The Trust has the right upon learning that any insurance policy or coverage required by this Contract is changed, reduced, lapsed, suspended, cancelled, terminated, or otherwise not in full force and effect for any reason as required by this Contract and the Architect should fail to provide the Trust current insurance policies, endorsements, and certificates of insurance evidencing compliance with this Article, the Trust will also have the right, but not the obligation, without notice, to purchase insurance and to deduct the cost of such insurance premiums plus a fifteen percent (15%) administrative fee from any payment due or to become due the Architect or to demand such costs and fees and the Architect must pay such costs and fees within five (5) calendar days. Article 8│ STOP WORK, TERMINATION, AND REMEDIES 8.1 Stop Work. Upon written notice to the Architect, the City Engineer may issue a stop work order suspending the performance of the Services under this Contract in whole or in part. Upon receipt of the stop work order the Architect will immediately comply with its terms and take all reasonable steps towards eliminating the incurrence of costs under this Contract during the stop work period. All terms and conditions of this Contract will remain in effect except as otherwise provided in the written notice. 8.2 Termination. A. The Trust may terminate this Contract with or without cause, in its sole discretion, and at any time upon written notice to the Architect. B. Upon receipt of such notice, the Architect shall: 1. Immediately discontinue the performance of all Services (unless the notice directs otherwise); 2. Promptly send a detailed invoice for any uncompensated Services completed to date (if any) pursuant to Article 4 herein; and 3. Deliver to the Trust all documents, data, drawings, specifications, reports, calculations, field notes, tracings, plans, models, computer files, estimates, summaries and other information and materials accumulated in performing this Page 22 of 26 Page 131 of 272 Contract, whether complete or incomplete and in a format acceptable to the Trust (unless the notice directs otherwise). C. The Trust shall pay the Architect for any uncompensated Services completed up to the date the notice is received by the Architect in accordance with the terms and conditions of this Contract. 8.3 Terms Surviving Termination. The terms of Section 3.10, Section 3.12, Article 5, Article 6, Article 7, Article 8, Section 9.1, and Section 9.4 shall survive the expiration and termination of this Contract 8.4 Remedy for Delay. No payment, compensation, or adjustment of any kind (other than an approved extension of time) shall be made to the Architect for damages because of hindrances or delays from any cause in the progress of the Project, whether such hindrances or delays be avoidable or unavoidable. The Architect agrees that it will make no claim for compensation or damages for any such delays and will accept as full satisfaction for such delays the extensions of time. 8.5 Rights and Remedies Reserved. The rights and remedies of the Trust provided herein are in addition to any other rights and remedies provided by law or under this Contract. Article 9│ OTHER TERMS AND CONDITIONS 9.1 Trust Representatives Not Individually Liable. No official or employee of the Trust will be personally liable to the Architect or its subcontractors, or any of their successors or assigns in interest, in the event of any default or breach by the Trust or for any amount that may become due to the Architect or its subcontractors, or any of their successors or assigns on any obligations under this Contract. 9.2 Local, State, and Federal Laws. The Architect shall comply with all existing and applicable federal, Oklahoma and Oklahoma City laws, standards, codes, ordinances, administrative regulations and all amendments and additions thereto, applicable to the services provided pursuant to this Contract. 9.3 Severability. The invalidity or unenforceability of any provision of this Contract will not affect the validity or enforceability of any other provision. 9.4 Governing Law and Venue. The Parties expressly agree that this Contract shall be construed and interpreted in accordance with and subject to the laws of the state of Oklahoma. Venue for all legal proceedings arising out of this Contract shall be in the state or federal court with competent jurisdiction situated in Oklahoma County, Oklahoma. 9.5 Headings. The descriptive headings herein are inserted for convenience of reference only and are not intended to be part of or to affect the meaning or interpretation of this Contract. Page 23 of 26 Page 132 of 272 9.6 Time is of Essence. The Parties agree that time is of the essence with respect to this Contract, and the time for performance of each task established by the notices to proceed shall be made a part of this Contract and shall be strictly observed and enforced. Any failure on the part of the Trust to timely object to the time of performance shall not waive any right of the Trust to object at a later time. 9.7 Waiver of Terms. The terms of this Contract may be waived only by explicit written notice. Express waiver of any right or remedy in a particular instance will not constitute a waiver of that right or remedy in any other instance, or a waiver of any other right or remedy. No course of dealing between the Parties, delay in the exercise of any rights under this Contract, or failure to object to any act or omission constitutes a waiver of any terms of this Contract. 9.8 Amendments. This Contract may not be modified, amended, altered, or supplemented except by an instrument in writing signed by all Parties hereto. 9.9 Assignment. A. The rights of the Parties under this Contract are personal to the Parties and may not be assigned without the prior written consent of all Parties hereto. B. This Contract will be binding upon and enforceable against and will inure to the benefit of the Parties and their respective legal representatives, successors, and permitted assigns. 9.10 Cooperation. The Parties will in good faith use reasonable efforts to timely perform and assist each other in performing their respective obligations in accordance with this Contract. This responsibility does not render any Party liable for any of the debts or obligations of the other Party. 9.11 Conflicts of Interest. A. The Architect shall: 1. Prohibit all of its employees, subconsultants, and subcontractors working on this Project from contracting with, working for, or otherwise assisting any potential bidder to do any Project-related work for the bidder which is, may be, or may be construed to be a conflict of interest; and 2. Require all of its employees, subconsultants, and subcontractors working on this Project to notify the Architect and the Trust of any business relationship (formal or otherwise) which may pertain directly or indirectly to this Project or which is, may be, or may be construed to be a conflict of interest; and 3. Promptly notify the Trust of any such relationship or circumstance that is, may be, or may be construed to be a conflict of interest. B. Any conflict of interest discovered by the Trust may be cause for cancellation of the Architect’s contract. 9.12 Independent Contractor Relationship. The Architect is an independent contractor and will act exclusively as an independent contractor. The Architect is not an agent or employee of the Trust. The Parties do not intend, and will not hold out, that there exists any agency, partnership, corporation, joint venture, association, undertaking for profit, or other form of employment relationship among the Parties, other than that of an independent contractor relationship. Page 24 of 26 Page 133 of 272 9.13 No Third-Party Beneficiaries. This Contract is solely for the benefit of the Parties and their successors in interest, and none of the provisions hereof are intended to benefit third parties. 9.14 Notice. Any notice, request, demand, or other communication required, permitted, or contemplated hereunder shall be in writing and shall be deemed to have been given if hand delivered (in return for a receipt), e-mailed (so long as the intended recipient acknowledges by email or other writing as having received the notice, with an automatic “read receipt” not constituting acknowledgment), or if sent by certified mail (upon the sooner of the expiration of three (3) Business Days after deposit in a United States post office facility properly addressed with first class postage prepaid or acknowledgment of receipt). All notices and payments to a Party will be sent to the addresses set forth below or to such other address or person as such Party may designate by notice to each other Party hereunder: To the Architect: Frankfurt-Short-Bruza Associates, P.C. dba Mantra XD Attn: Ryan Dawson 5801 Broadway Extension, Suite 500 Oklahoma City, OK 73118 Phone: 405.840.2931 Email: rdawson@mantra-xd.com To the Trust: The Oklahoma City Zoological Trust % Oklahoma City Zoological Park 2000 Remington Place Oklahoma City, Oklahoma 73111 Attn: Dwight Lawson, Executive Director/Chief Executive Officer Phone Number: (405) 424-3343 Fax Number: (405) 424-0207 To the City: The City of Oklahoma City Department of Public Works 420 West Main Street, Seventh Floor Oklahoma City, Oklahoma 73102 Attn: Debbie Miller, P.E., Director of Public Works/City Engineer Phone Number: (405) 297-2581 Fax Number: (405) 297-2117 Page 25 of 26 Page 134 of 272 t APPROVED by Frankfurt-Short-Bruza Associates, P.C. dba Mantra XD this /''f � day of , Ji().,\/ , 2026. I, J2L(M4 "b\w5eN , as ftf AJ(J PA'(., , of Frankfurt-Short Bruza Associates, P.C. dba Mantra XD, intend all promises in this writing to be valid and legally enforceable and represent and warrant that I have authority to bind Frankfurt-Short-Bruza Associates, P.C. dba Mantra XD, to this Contract. Frankfurt-Short-Bruza Associates, P.C. dba Mantra XD By: STATE OF at1.f0th1>m ct ) ) SS. COUNTY OF (li<lc, hvn 1J. ) This instrument was acknowledged before me on this l 1 +'1 day 11 flV 202� 'by Rvll/l D(A,W�{l/1 'as p,.,;,1c,.p 1>. l of Fr�nkfurt-Short-Bruza Associates, P.C. dba Mantra XD. /;$.f}-�19fommission Expires/My Commission Number: jQ/ef, All�. \ /'-16-2..-7 f \\u>\ r11- g / r,rl23ooo7olf: I\ Notary P ublic r�1>09L ' '1} .. ...... "'�.,,� 1',-.: -c:-.... OF _..U""'." �"' ·"'""�· ,,,,, , ,,,,,,,, IN WITNESS WHEREOF, this Contract was approved and executed by the Oklahoma City Zoological Trust this __ day of _ _ _ _ _ _____, 20__ THE OKLAHOMA CITY ZOOLOGICAL TRUST ATTEST: Secretary Chairman Reviewed for form and legality. Assistant Municipal Counselor Page 26 of26 Page 135 of 272 EXHIBIT A Scope of Work Project No. MZ-0082 Penguin Exhibit and Multi-Use Event Center PROJECT UNDERSTANDING The Project consists of a vision-driven planning and conceptual design effort, followed by full architectural and engineering services for a new Penguin Exhibit and Multi-Use Event Center, along with associated site improvements and guest experience enhancements within the Oklahoma City Zoo. The penguin exhibit is envisioned as an immersive environment that integrates animal habitat, life support systems, and meaningful guest engagement opportunities, including above- and below- water viewing experiences. The design will thoughtfully connect to adjacent amenities, including the Canopy Restaurant, creating a cohesive and memorable destination for visitors. The multi-use event center is currently anticipated to accommodate approximately 500 to 700 guests (to be confirmed during programming) and is envisioned as a flexible venue supporting weddings, receptions, corporate events, and evening programming. The facility will consider opportunities for indoor and outdoor connectivity, dedicated event access, and shared support spaces. A key component of the Project is enhancing guest circulation and connectivity, particularly along the hillside between the penguin exhibit, tram system, and lower areas of the Zoo. The Project will also consider operational needs, coordination with adjacent exhibits, and integration with existing infrastructure. At this stage, the Project scope, size, complexity, and detailed program requirements are not fully defined and will be developed during Task 1B: Conceptual Design. This phase will establish the basis for the Project’s program, site strategy, and overall design direction. As these elements are refined and validated, the final scope, schedule, and construction budget may be adjusted accordingly. The Project will be delivered using a Construction Manager at Risk (CMAR) delivery method. The Architect will support CMAR selection and coordinate with the CMAR throughout design and construction to facilitate alignment of design, budget, and schedule. Fees and scope associated with subsequent phases are based on current assumptions and may be refined upon completion of the pre-design phase and Owner approval of the Project definition. This proposal includes only Task 1 services; final design, bidding, and construction phase services will be addressed under a future amendment. PROJECT SCOPE The Project scope will be developed through Task 1, which includes CMAR selection support and a structured pre-design and conceptual design process. This effort will establish the program, site strategy, and technical framework for the penguin exhibit, multi-use event center, and associated site improvements. Page 136 of 272 Task 1A: CMAR Selection Support Task 1A supports the City and Trust in the selection of a Construction Manager at Risk (CMAR) through a structured and informed procurement process. The Architect will collaborate with the Trust to develop materials that clearly communicate the project vision, scope, and expectations to prospective CMAR teams. This effort includes preparation of a preliminary project scope, initial budget parameters, and an anticipated schedule to support the RFQ process. The Architect will assist with solicitation materials and participate in proposal evaluation, scoring, and interview facilitation, providing informed input and recommendations based on each team’s qualifications, approach, and alignment with project goals. The outcome of Task 1A is the selection of a CMAR partner who brings the appropriate experience, collaborative approach, and cost management expertise to support the project from early design through construction. Services include: (1) Review and understand CMAR delivery requirements in accordance with Oklahoma statutes and Trust standards (2) Prepare project scope, preliminary budget, and schedule to support CMAR solicitation (3) Assist with CMAR RFQ development and selection process (4) Participate in proposal review, scoring, and interviews (5) Provide recommendations to the Trust regarding CMAR selection General Parameters: (1) The Architect will support the CMAR selection process but is not responsible for contractor means, methods, pricing, or final selection decisions made by the Trust. Task 1B: Conceptual Design Task 1B is structured as a 90-day discovery and conceptual design phase intended to define the program, scale, and technical parameters for the penguin exhibit, multi-use event center, and associated site improvements, including tram connectivity and circulation. This phase will align the project scope with an achievable construction budget, developed in coordination with the CMAR. Key considerations include: (1) Integration of the penguin exhibit and event center with existing Zoo facilities and operations (2) Guest circulation, including pedestrian, vehicular, and tram connectivity (3) After-hours operations, including dedicated access for event functions (4) Coordination with existing utility infrastructure, including well water, private sewer, and City services (5) Native and conservation-focused landscape strategies (6) Public art and donor-driven elements integrated into the overall experience Page 137 of 272 Conceptual design services include facility programming, site development planning, and conceptual design. This phase establishes project goals, design criteria, space requirements, and preliminary layouts for both the penguin exhibit and multi-use event center. Services include: Facility Programming • Establish design objectives, limitations, and criteria • Develop detailed space requirements and preliminary gross facility areas • Identify preliminary equipment needs and preferred architectural and engineering systems • Conduct preliminary code analysis Site Development Planning • Evaluate land utilization and building placement • Coordinate with existing and proposed structures • Plan site circulation, including pedestrian, vehicular, and tram connectivity • Evaluate utilities, including coordination with existing systems and identification of potential up-grades • Consider surface and subsurface conditions, including floodplain and site constraints Conceptual Design • Develop preliminary site and floor plans with approximate dimensions and area allocations • Prepare conceptual layouts for the penguin exhibit and multi-use event center • Produce illustrative renderings to communicate overall design intent and experience • Develop conceptual engineering narratives to support cost estimating by the CMAR General Parameters: • This phase supports stakeholder alignment, fundraising, and budget validation • Deliverables are conceptual in nature and not intended for permitting, bidding, or construction • Includes up to two (2) rounds of revisions based on consolidated Trust feedback • Additional revisions or changes in direction may be considered Additional Services • Deliverables are diagrammatic and will not include detailed dimensions, system sizing, or constructible details Phase Outcome: • Agreed-upon program and space requirements • Defined conceptual design direction • Preliminary construction budget (prepared by CMAR) • Basis for Trust decision-making and authorization to proceed into final design This phase establishes the project program, conceptual design direction, and preliminary construction budget, forming the basis for Trust authorization to proceed into subsequent phases. Services are organized by task and include the items listed below. Services not specifically identified are considered excluded unless otherwise noted. Page 138 of 272 The Trust shall provide timely decisions, access to the site, existing documentation, and coordination with Zoo operations and stakeholders as required to support project progress. Project Assumptions This proposal includes services through Conceptual Design only; subsequent phases are not included and will be addressed under a future amendment. (1) Trust provides survey and geotechnical information (2) No hazardous materials are present on-site (3) Existing utility infrastructure is assumed to be generally available to serve the Project based on currently available information. Design will include coordination and connection to on-site utilities as part of the civil engineering scope. Significant utility upgrades, relocations, capacity improvements, or offsite extensions required to serve the Project are not included and may require additional services. (4) This proposal assumes a continuous design schedule without significant interruptions; delays or extended durations may require adjustment to scope and fee. Changes may require adjustments to scope, schedule, and fee. Assumptions are based on information available at the time of proposal and may be refined as additional information becomes available. SUBCONSULTANT SCOPES OF WORK Civil Engineering/Landscape Architecture (to be performed by Kimley-Horn and Associates, Inc.) Task 1B – Conceptual Design Site Plan Kimley-Horn will be provided with initial concept site plans prepared by the Architect and exhibit architect. KH will evaluate the concept site plans and provide feedback in the form of PDF markups and sketches regarding elements of the design pertaining to paving, grading, retaining walls, lighting, and landscape. Up to two (2) iterations of the conceptual design will be submitted to the Trust and KH will review and provide feedback and design input up to three (3) times per submittal. Upon site plan approval by the Architect and Trust, Kimley-Horn will prepare one (1) conceptual design narrative regarding civil, landscape, site lighting, and site retaining walls. Circulation Diagrams Kimley-Horn will coordinate with the Architect to confirm appropriate slopes, turning radii, widths, and ADA accessibility are accounted for with tram pathways and sidewalks in the conceptual layouts. Concept Drawings Kimley-Horn will prepare concept drawings for on-site items such as utility layouts, storm drain locations, general grading criteria such as critical slopes, and site retaining wall locations and heights. Renderings/Visualizations Page 139 of 272 The Architect is responsible for producing rendering/visualizations. Kimley-Horn will assist the Architect by providing site furniture data, landscape materials, paving types, grades, and retaining wall heights. Meetings and Team Coordination Kimley-Horn will prepare for and attend meetings with the design team and Trust, as requested by the Architect. This task assumes a conceptual design phase duration of 90 days and includes bi-weekly virtual meetings and up to four (4) in-person meetings, attended by no more than two (2) KH staff. Site Specific Assumptions: (1) The property is zoned to allow the intended use. Changes to the zoning and/or request for variances or special use permits are excluded. (2) Platting is not required. (3) The adjacent water, wastewater, and storm sewer mains are adequate in size to serve the proposed use and no offsite extensions or improvements will be required, unless otherwise noted. No design or study of offsite improvements to water, wastewater, roadways, traffic signals, or any other utility or improvement is known at this time and is therefore excluded. (4) A Traffic Impact Analysis will not be required. (5) Access improvements are limited to driveway connections only, and reconstruction of adjacent roadways will not be required. Deceleration/Acceleration or modifications to existing medians for left-turn lanes will not be required. (6) The site development is not anticipated to impact United States Army Corps of Engineers jurisdictional areas or other Environmentally Sensitive Areas. (7) The site development is not anticipated to impact any published FEMA floodplain area. (8) Detention of the site’s runoff is not anticipated to be required and is therefore excluded. (9) Storm water quality design will not be required and is therefore excluded. (10) Our plans will show an underground drainage system to within five feet of the building. The Architect is responsible for directing the Mechanical, Electrical, and Plumbing Engineer to connect all building downspouts and drainage systems to the underground drainage system. (11) Lighting, signage, and structural design for penguin exhibit and multi-use event center building and accessory structures is excluded. General Assumptions: (1) Fees are to perform each task one time. (2) Engineering design, calculations, and/or construction documents are excluded. (3) Construction cost estimating and/or the review of construction cost estimates prepared by others is excluded. (4) Unless otherwise noted, tasks associated with a submittal to jurisdictional authority include addressing up to one round of simultaneous comments from the local jurisdiction and Architect. Additional Revisions to address jurisdictional or Architect review comments will be made as an amendment for additional services. (5) Our scope of services terminates five feet from the building(s) and at the property line of the site. Page 140 of 272 (6) Our services will be performed in general accordance with current published local jurisdiction design standards. (7) Effort resulting from changes to the building, site plan, or utility design after commencement of our work may result in additional services. (8) The improvements we design will be privately bid and built in one phase. No quantities and bid numbers as are often required for publicly bid plans are included. (9) Private utility information (gas, electric, and communications) will be shown on the plan for reference only if provided by the appropriate entities in a timely manner. Design of franchise utilities is excluded. (10) Traffic control plans, if required, will be prepared by the Contractor or others and is not part of our scope. (11) Additional tasks may be necessary to complete the project based on local jurisdiction/ Architect requirements. If necessary, KH will provide the Architect with a separate scope and fee for this effort. Services Not Included Any other services, including but not limited to the following, are not included in this Contract: (1) Trash receptacle design (2) 3D renderings (3) Roadway lighting exterior to project (4) Electrical design interior to buildings or structures (5) USACE Permitting (6) FEMA Flood Studies and/or Permitting (7) Canopy Café Landscape and Civil Design (8) Traffic Study and/or Public Roadway Improvements Penguin Exhibit Design (to be performed by SH|R Studios) Task 1B (Concept) (1) Architect Meeting Participation: SH|R proposes (1) in person workshop in Oklahoma City (2) digital meetings with the Architect group. (2) SH|R will facilitate and document the design of the animal exhibit components and site components described above in the project description. (3) Preliminary Drawings: SH|R will prepare and provide a preliminary site illustrative plan and (3) section/perspective drawings for the Task 1A package. (4) Experience Narrative: SH|R will prepare an experience narrative for site components and animal exhibit specific components. Project Meetings (1) Task 1A: a. One (1) in-person design workshop b. Two (2) Trust meetings (virtual) Exclusions/Additional Services: Additional services which are not included in the Scope of Work but may be performed if mutually agreeable to both parties, include the following: (1) Engineering: SH|R will provide exhibit and design services. Structural, Civil, Mechanical, Electrical, Plumbing, and Filtration Engineering services will be by others. Page 141 of 272 (2) Future Phases of the Project: This fee covers the concept development of a penguin exhibit. Future design phases can be completed under a separate proposal. (3) Surveying/Existing Conditions: SH|R will be provided existing conditions drawings of the existing site and surrounding building as relevant to the scope of work described above. (4) Photo Realistic Marketing Renderings or Animations: Full color perspective renderings or digital animated walkthroughs can be provided for an additional service. Structural Engineering (to be performed by MLA Engineering) Concept Phase scope of services provided by MLA will include structural concepts, design narratives, including design criteria, for the Event Center, animal buildings, viewing shelters, animal enclosures, pools, and netted tension cable animal enclosures. MLA will coordinate structural work with other disciplines and with the CMAR as the construction cost and constructability reviews are available. EXCLUSIONS • Services that are not normally provided by the Structural Engineer-of-Record, unless specifically indicated in the Scope of Work. • An increase in the project scope, construction budget and/or schedule extensions that add(s) to the scope or complexity of the structural system and the hours required to provide the structural design. • Significant Trust -directed changes after the SD submittal. • Demolition sequencing and engineering, including design of shoring and temporary earth- retaining structures required during construction. • Determining as-built measurements and detailed confirmation of existing construction. • Detailed design of non-structural rockwork theming features. • Identification and removal of hazardous materials. • Testing of materials in the existing structures. • Development of shop drawings. • Testing of materials and special inspection services for the new construction. • Design of fall protection systems other than connection points at structural elements. • Design of vendor-supplied pre-manufactured items, such as acrylic viewing panels, laminated glass, wall cladding systems, and prefabricated elements. • Design of non-structural theming elements, including trees, logs, and non-structural rockwork. • Geotechnical Engineering Testing and Report • Means and methods of construction, such as erection plans, lifting of prefabricated elements, sequence of construction and accessibility to the site. ASSUMPTIONS 1) Vendor supplied items such as glass, curtain walls, acrylic, FRP structures, caging, metal stair systems, prefabricated joists, skylights, fall protection systems, vendor manufactured entertainment features, themed and non-structural shotcrete elements are bidder-designed, which will be separately engineered by a Professional Engineer who is retained by the Contractor and included in the Contractor’s bid price. During the schematic design phase, not included herein, MLA will provide preliminary sizes for the purpose of coordinating Page 142 of 272 design and construction cost estimating by others, and determining sizes, shapes, and force reactions. During the construction document phase, not included herein, MLA will provide final design of the structural elements that support these items and review the Contractor’s submittals to confirm proper integration of the vendor-designed items into the project’s structural design. 2) REVIT or CAD electronic files will be provided by FSB to MLA Engineering for use in the development of the structural plans and sections. 3) Drawings of existing structures, where needed for the structural analysis and design, will be provided by FSB. 4) Others will be responsible for procuring, funding, and providing geotechnical design information and on-site testing and special inspection according to the requirements provided in MLA’s documents. (6) Specifications will be in outline form in the SD Phase that follows Concept Phase and in CSI format. A draft set of technical specifications related to the structural design will be developed for the DD phase submittal and a complete specification for the construction document submittal. (7) The Concept phase will be completed prior to September 31, 2026, and the construction documents completed prior to September 2027. GEOTECHNICAL REPORT Structural engineering will require that others provide a geotechnical report with soil borings and recommendations for MLA’s use in the design. The report will need to include allowable bearing pressures, passive and active soil pressure, estimates of settlement, site class, soils spring constants, recommendations for drainage behind walls and pools, excavation, backfill material, and other pertinent soils information related to the design and construction of the buildings, site features, deep foundations, cantilevered poles, fences and retaining walls. Life Support Systems (LSS) Design (to be performed by TJP Engineering) TJP’s role during the preliminary design phase is to provide technical input regarding the LSS requirements to support the new exhibit. Specifically, TJP will provide: (1) Define LSS design criteria and process strategy (2) Estimate LSS spatial requirements (3) Develop a text narrative to outline the general LSS approach and space requirements. TJP is not preparing drawings or diagrams during the preliminary design phase. (4) We have assumed no site visits for this phase of work. We have assumed all meetings TJP participates in will be remote using a platform like Teams or Zoom. We have assumed a maximum of 8 hours for remote meetings. Additional Responsibilities include: LSS Process Piping Drawings/Specs Coordination of LSS equipment with architectural layout LSS equipment accessibility Doorway widths and equipment coordination Potential runoff water into animal pools LSS painting Potable water connection coordination Potable water backflow prevention - Coord. Only Page 143 of 272 Sewer pipe capacity downstream of LSS N/A - Coord. Only Coordination of LSS equipment with structural supports Foundation design of heavy LSS equipment - Coord. Only Pool skimmer / sump detailing and coordination between trades Geometry of concrete LSS basins and towers Coordination of LSS equipment concrete leveling pads Detailing of LSS piping waterstops at concrete pool penetrations Design of HVAC for LSS heat loads in buildings - Coord. Only Calculation of pool/LSS heat transfer and heat exchanger sizing Coordination of LSS electrical power requirements Coordination of LSS controls system power and wiring requirements Cross check of plumbing against LSS for interference Plumbing Point-‐Of-‐Connection locations to LSS equipment Coordination of washdown requirements for LSS basins Plumbing piping materials after LSS connections - Coord. Only Cross check of LSS P&IDs against piping plans Coordination of major LSS piping routes for interference with other trades LSS hydraulic calculations Discharge of LSS overflow water Venting and roof penetrations of LSS gas discharges - Coord. Only Design of ladders, platforms and access to LSS equipment - Coord. Only Specification of pipe support requirements Design of pipe support anchorage - Coord. Only Startup and commissioning of LSS – Technical Support [the remainder of this page intentionally left blank.] Page 144 of 272 EXHIBIT B Compensation Project No. MZ-0082 Penguin Exhibit and Multi-Use Event Center The Trust agrees, in accordance with the terms and conditions set forth in this Contract, to pay an amount to the Architect for completed Services not to exceed $346,041, which includes: A. For Basic Services, an amount not to exceed $344,741; B. For Reimbursable Expenses, an amount not to exceed $1,300, as specifically set forth in this Exhibit B; and C. For Additional Services, an amount not to exceed (by possible future amendment) as specifically set forth in Exhibit E. B.I. Basic Services Compensation for Basic Services will be paid monthly pursuant to the terms and conditions in this Contract based upon the proportion of Services completed pursuant to each task assigned and noticed in writing under this Contract. Compensation for Services completed under each task shall not exceed the threshold not-to-exceed amount for each such task; nor shall any funds allocated to one task be applied or paid for Services completed under another task. Task 1A an amount not to exceed: $7,446 To be paid proportional to Services completed; not to be paid in full before attending the City’s CMAR interviews. Task 1B an amount not to exceed: $337,295 To be paid proportional to Services completed; not to be paid in full before completion and submittal to the Executive Director of the Conceptual Design Report for the Project. The breakdown for Task 1B is as follows: Architectural Services $202,295 Civil Engineering and Landscape Architecture $ 66,000 Penguin Exhibit Design $ 44,500 Structural Engineering $ 19,500 Life Support Systems (LSS) Design $ 5,000 Task 1C an amount not to exceed: Not required for this Project To be paid proportional to Services completed; not to be paid in full before completion and recommendation of Architect that the Page 145 of 272 Preliminary Report for the Project be received by the Trust. Task 2 an additional amount not to exceed: (by possible future amendment) To be paid proportional to Services completed; not to be paid in full before completion and acceptance by the Trust of the final plans and specifications for the Project. Task 3 an additional amount not to exceed: (by possible future amendment) To be paid proportional to Services completed; not to be paid in full before award of construction contracts to Bidders. Task 4 an additional amount not to exceed: (by possible future amendment) To be paid proportional to Services completed; not to be paid in full before final acceptance of the Project. Task 5 an additional amount not to exceed: (by possible future amendment) To be paid proportional to Services completed; not to be paid in full before satisfactory completion and acceptance of the as-built drawings and all other records. B.II. Reimbursable Expenses The City agrees to reimburse the Architect for certain expenses in an amount not to exceed $1,300. Reimbursable expenses are actual expenditures and cost without markup made by Architect in the interest of the Project in addition to those costs and charges associated with the performance of Basic Services, with prior written approval of the City Engineer, which shall include: 1. Travel Expenses. Page 146 of 272 EXHIBIT C Anti/Non-Collusion Affidavit Project No. MZ-0082 Penguin Exhibit and Multi-Use Event Center The undersigned of lawful age, affirms and says: A. I am the Architect or a duly authorizedagent of the Architect, for the purposeof certifying the facts pertaining to the existence of collusion among and between individuals or business entities responding to this request for letters of interest and City officials or employees, as well as facts pertaining to the giving or offering of things of value to City personnel in return for special consideration in connection with the award of this Contract; B I am fully aware of the facts and circumstances surrounding the making and the providing of the qualifications to which this statementrelatesand have beenpersonally and directly involved in eventsleading to the submissionof such qualifications; and C Neither the Architect nor anyonesubject to the Architect’s direction or control has been a party: 1. To any collusion among business entities responding to this request for qualifications in restraint of freedom of competition by agreementto submit qualifications or to refrain from submitting qualifications; 2. To any collusion with any City official or employeeas to quantity, quality, or price in this prospectiveContract, or as to any other terms of such prospectiveContract, nor 3. To any discussionsbetween businessentities responding to this requestand any City official or employeeconcerningexchangeof money or otherthing of value for special consideration in connection with this prospective Contract. I certify, if awarded this Contract, neither the Architect nor anyone subject to the Architect’s direction or control has paid, given, or donated or agreedto pay, give, or donate to any officer or employeeof the City any moneyor other thing of value, eitherdirectly or indirectly, in procuring the Contract to which this statementrelates. KHAN Name of Architect %hTJMaRdia AuthorizedAgent f'>kING\M(/ Name and Title Page 147 of 272 EXHIBIT D Certificate of Non-Discrimination Project No. MZ-0082 Penguin Exhibit and Multi-Use Event Center In connectionwith the performanceof work underthis Contract, the Architect agreesas follows: A. The Architect agreesnot to discriminate againstany employee or applicant for employment because of race, creed, sex, color, national origin, ancestry, age or disability, as defined by the Americans with Disabilities Act of 1990, Sec. 3(2). The Architect shall ensure that employees are treated without regard to their race, creed, color, national origin, sex, ancestry, age or disability, as defined by the Americans with Disabilities Act of 1990, Sec. 3(2). Such actions shall include, but not be limited to, the following: employment, upgrading, demotion or transfer, recruiting or recruitment, advertising, layoff or termination, rateof payor other forms of compensationand selectionfor training, including apprenticeship. The Architect agreesto post a copy of this completecertificatein a conspicuous place, available to employees and applicants for employment. B. The Architect will also require these same non-discrimination terms and conditions in any subcontracts connected with the performance of this Contract. C. In the event of the Architect’s or a sub-consultant’s non-compliance with these non- discrimination terms and conditions, this Contract may be canceled,terminated,or suspended by the City. The Architect or sub-consultant may be declared, by the City, ineligible for further contracts until satisfactory proof of compliance shall be made by the Architect or sub-consultant. I have read the above clause and agree to abide by its requirements. & Name of Architect Signatl e ?RIOUP4t Name andTitle This Certificate is required by Oklahoma City Municipal Code, Chapter 25, Article III : 25-41, as incorporatedby reference in the City of Oklahoma City's Standard Specifications for the Construction of Public improvements or otherwise in the SubcontractorContracts. Page 148 of 272 EXHIBIT E Additional Services Project No. MZ-0082 Penguin Exhibit and Multi-Use Event Center Additional Servicesshall only be provided upon prior written and clearly detailed direction of the City Engineer. The Architect may be directed to perform any, all or none of the following Additional Servicesthat may include, but arenot be limited to, the following: 1 Expensesof reproductions for reports, plans and specifications beyond basic services requlrernents . 2 Provide assistance, analysis and coordination for work or services to be performed under separatecontractsor performed by the City/Trust’s own forces, which work or services are outsidethe scopeof this Project, but affect this Project. 3 Provide analysis and services relative to future facilities, systems improvements,and equipmentthat arenot intendedto be constructedduring the constructionof this Project. 4 Provide design required for the selection, procurement or installation of furniture, fixtures and related equipment for this Project beyond basic services requirements. 5 Make revisions in drawings, specificationsor other documentswhen such revisions are inconsistentwith written approvalspreviously given or arerequired by the enactmentor revision of codes, laws or regulationsoccurring subsequentto the preparationof such documents. 6 Provide geotechnical investigation/services utilizing engineering and testing laboratories that have annual on-call contracts with the City. 7 Provide servicesafter issuanceof City/Trust approvedfinal certificate of paymentto the contractor. 8 Provide part-time or full-time Project representative services. 9 Produce miscellaneous presentation materials beyond Basic Services requirements. 10. Provide compensation of fees for grants, permits and applications necessaryfor the design and/or construction of this Project not required at the time of effective date of this Contract 11 Provide staking of right-of-way for right-of-way acquisition purposes. 12 Prepare documents required for right-of-way/easement acquisitions 13 Provide right-of-way/easement acquisition services. 14. Provide additional bid packages along with related bidding and construction administration services beyond Basic Services requirements. 15. Other items as necessary for completion of the Project. Compensationfor Additional Services: Included in the not to exceedtotal compensationamount is an allowancefor Additional Servicesin anamountnot to exceed(by possiblefuture amendment). This allowance may be usedand paid to the Architect in the mannerestablishedin this Contract, unless other compensation means are agreed to in writing by the City Engineer. The Additional Services compensation may only be paid after the Architect has performed Additional Services upon prior written authorization by the City Engineer.Invoices submittedfor Additional Services shall representonly hours actually worked on this Project by the Architect’s employeesand the Architect’s consultant’s employees and shall be accounted for separately for each Additional Serviceperformed. Page 149 of 272 EXHIBIT G Firearm Non-Discrimination Verification Project No. 1VIZ-0082 Penguin Exhibit and Multi-Use Event Center In connection with performance under this contract, the undersigned verifies: The performing Company: A. Does not have a practice, policy, guidance, or directive that Discriminates against a Firearm Entity or Firearm Trade Association; and B. Will not Discriminate against a Firearm Entity or Firearm Trade Association during the term of the contract;and C. Is otherwise in compliance with SenateBill 500 (2025), codified as 21 O.S. § 1289.31, as amended. OR II. Senate Bill 500 (2025), codified as 21 O.S. § 1289.31, as amended, does not apply to the performing Company because: Check (as applicable) The Company is a sole proprietorship The Company is a Sole-Source Provider under this contract The Company has less than ten full-time employees The value of this contract is lessthan and not expectedto exceed$ 100,000 FSB Name of Performing Company a OW Signature .&WI lewDSTl J l+/ARe*K arne and 1ltle ot SIgner This verification is required by 21 O.S. § 1289.31. All capitalizedterms herein are defined in 21 O.S. § 1289.3 Page 150 of 272 Page 151 of 272 DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 5/15/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT PRODUCER NAME: Lynn Power PHONE (405)843-5678 FAX Cole, Paine & Carlin Insurance (A/C, No, Ext): (A/C, No): (405)843-5781 E-MAIL lpower@cpcinsurance.com PO Box 18444 ADDRESS: 1140 NW 50th Street INSURER(S) AFFORDING COVERAGE NAIC # Oklahoma City OK 73154 INSURER A : American Casualty Co. of Reading PA A 20427 INSURED INSURER B : Continental Insurance Co. A 35289 Frankfurt-Short-Bruza Associates, P.C. dba: Mantra XD INSURER C : Transportation Insurance Co. A 20494 Frankfurt-Short-Bruza TX, Inc. INSURER D : Travelers Casualty & Surety A++ 31194 5801 N. Broadway Ste. 500 INSURER E : State National Insurance Co A 12831 Oklahoma City OK 73118 INSURER F : COVERAGES CERTIFICATE NUMBER: Rev'd 2026 w/DBA REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED A CLAIMS-MADE X OCCUR PREMISES (Ea occurrence) $ 300,000 X GL-Prim & Non-Contributory X Y 1055495649 (NO DED) 1/1/2026 1/1/2027 MED EXP (Any one person) $ 15,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 D POLICY X PRO- JECT LOC (150,000 DED) - Claims-Made PRODUCTS - COMP/OP AGG $ 2,000,000 108099404 - 10,000,000 AGG 8/1/2025 8/1/2026 Professional(Incl's Lmt'd Pollution)) $ 6,000,000 X OTHER: Prof-Retro Date 8/1/1993 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 X ANY AUTO BODILY INJURY (Per person) $ C ALL OWNED SCHEDULED X Y 1055495635 1/1/2026 1/1/2027 BODILY INJURY (Per accident) $ AUTOS AUTOS NON-OWNED PROPERTY DAMAGE X HIRED AUTOS X AUTOS (Per accident) $ X Prim&Non-Contr COMP/COLL DED'S $ 2,000 X UMBRELLA LIAB X OCCUR FOLLOWS U/L GL, AUTO EACH OCCURRENCE $ 10,000,000 EXCESS LIAB CLAIMS-MADE & EMPLOYER FORMS AGGREGATE $ 10,000,000 B DED X RETENTION $ 10,000 1055495666 1/1/2026 1/1/2027 $ WORKERS COMPENSATION PER OTH- D 6072646011 (California) 1/1/2026 1/1/2027 X STATUTE ER AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ 1,000,000 OFFICER/MEMBER EXCLUDED? N N/A C (Mandatory in NH) Y 1055495652 (All Other States) 1/1/2026 1/1/2027 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below NO DED E.L. DISEASE - POLICY LIMIT $ 1,000,000 A Property 1055495649 1/1/2026 1/1/2027 Busi Personal Prop -10,000 DED 4,000,000 E Cyber Liability EHJADO04504373 10/12/2025 10/12/2026 Limit 1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) JOB: MZ-0082 PENGUIN EXHIBIT & MULTI-USE EVENT CENTER Certificate Holder and The City of Oklahoma City are included as an Additional Insured under the General & Auto Liability coverage with Waiver of Subrogation in respects to General Liability & Workers Comp for the work of the insured when required with a written contract, subject to the terms and conditions of the policy. Umbrella follows U/L General Liability, Auto Liability & Workers Comp forms. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Oklahoma City Zoological Trust THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Oklahoma City Zoological Park 2000 Remington Place AUTHORIZED REPRESENTATIVE Oklahoma City, OK 73111 Mark Carlin/CHOWLY © 1988-2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD Page 152 of 272 INS025 (201401) Page 153 of 272 Page 154 of 272 Page 155 of 272 Page 156 of 272 Page 157 of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`*V@BC>K*>B*>BF<KJU<&J>K*G>B*LT>H*>B*LTJDT*`>=*<B@*B@a=JB@?*I`*LBJ&&@K*D>K&B<D&* >B*<FB@@H@K&*&>*>I&<JK*&TJC*L<JE@B*GB>H*=CP*`>=*H=C&*<FB@@*&>*&T<&*B@a=JB@H@K&*VBJ>B* &>*A>CCP J,2./041(.,*/+b3(/+-*1.*5.068+1+*1'()*C5'+-38+O*(2*,.1*)'.9,*4M.7+O*9(88*M+*)'.9,*(,*1'+*?+584/41(.,)P &'+*Q42W5W3^c82W5 9X57^Q34288c5292*5.,-(1(.,*-.+)*,.1*4668N*1.*1'+*6+/).,d)e*./* ./:4,(f41(.,d)e*)'.9,*(,*1'+*C5'+-38+O*M31*.,8N*1.*1'+*+g1+,1*1'41*)3M/.:41(.,*()*94(7+-*6/(./*1.*1'+*hQ 3548h* ./*1'+*h922h*3,-+/*4*5.,1/451*9(1'*1'41*6+/).,*./*./:4,(f41(.,P G./0*K.;*D<*Yj*jj*ZY*Zl V.8(5N*K.;*I=<*ZYiijki]li @,-./)+0+,1*@22+51(7+*?41+;* @,-./)+0+,1*@g6(/41(.,*?41+; V.8(5N*@22+51(7+*?41+;*YZ[YZ[\Y\] @,-./)+0+,1*K.;*jm*V4:+;*Z*.2*Z V.8(5N*V4:+;*jk*.2*ZY] =,-+/9/(1(,:*D.064,N;**&/4,)6./141(.,*J,)3/4,5+*D.064,NO*ZiZ*K*G/4,n8(,*C1O*D'(54:.O*JA*]Y]Y] Page 158 of 272 o*D.6N/(:'1*J,)3/4,5+*C+/7(5+)*>22(5+O*J,5PO*\YZZ Page 159 of 272 Page 160 of 272 Page 161 of 272 Page 162 of 272 Page 163 of 272 Page 164 of 272 Page 165 of 272 Page 166 of 272 Page 167 of 272 Page 168 of 272 Page 169 of 272 Page 170 of 272 Page 171 of 272 Page 172 of 272 Page 173 of 272 Page 174 of 272 Page 175 of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age 176 of 272 M/23,-.(+'NQ]['T)+-/5)8'M/150-8'/5'M/42&56)+-/5'H561,)50&< TO: Chair and Trustees of the Oklahoma City Zoological Trust FROM: Dwight Lawson, Executive Director/CEO DATE: May 27, 2026 SUBJECT: Approve Lease Agreement with Oklahoma Department of Wildlife Conservation. Background: In December 2001, the Trust entered into a partnership with the Oklahoma Department of Wildlife Conservation (ODWC) which included a lease agreement for office space on Zoo grounds of ODWC staff. The partnership has been successful, with the ODWC staff assisting the Zoo in its conservation, research, and educational efforts. This format of the lease and terms have been updated. The lease may be renewed for successive one-year terms by written agreement of both parties. This term of this lease shall begin on June 1, 2026 and terminate on May 31, 2027. In consideration for the lease, ODWC shall pay ten dollars annually to the Zoo. Recommendation: Lease Agreement be approved. Page 177 of 272 Page 178 of 272 Page 179 of 272 Page 180 of 272 Page 181 of 272 Page 182 of 272 Page 183 of 272 Page 184 of 272 Page 185 of 272 Page 186 of 272 TO: Chair and Trustees of the Oklahoma City Zoological Trust FROM: Dwight Lawson, Executive Director/CEO DATE: May 27, 2026 SUBJECT: Approve Request for Proposals be advertised for Solar Array System. Background: The Zoo desires to solicit an RFP for a Solar Carport Array System for the Oklahoma City Zoo and Botanical Garden parking lot. The RFP will result in a Guaranteed Savings Performance Contract with the selected Proposer. Specific services may include identifying any incentives, grants or rebates, provide a complete turn-key installation of Solar Carport Array System designed by board-certified PVDS designer, and provide an energy production guarantee. The RFP will result in a contract, that is subject to the requirements of 62 O.S. § 318 Performance-Based Efficiency Contracts with Qualified Providers. Recommendation: Request for Proposal be approved. Page 187 of 272 RFP-OCZT- 01 - Solar Array System Notice Basic Information Reference Number 0000424281 Issuing Organization The City of Oklahoma City and Trusts Owner Organization Oklahoma City Zoological Trust Solicitation Type RFP - Request for Proposal (Formal) Solicitation Number RFP-OCZT- 01 Title Solar Array System Source ID PU.MU.USA.2722754 Details Location Oklahoma County, Oklahoma Delivery Point See Specifications Oklahoma City, Oklahoma United States 73102 Purchase Type Duration:15 years Description The Contracting Entity (Oklahoma City Zoological Trust) is soliciting qualifications from Energy Service Companies for Guaranteed Savings Performance Contracting Services. The Oklahoma City Zoological Trust (“OCZT”) is soliciting an RFP for a Solar Carport Array System for the Oklahoma City Zoo and Botanical Garden (“Zoo”) parking lot. The RFP will result in a Guaranteed Savings Performance Contract (“Contract”) with the selected Proposer. The Proposal and resulting Contract with the OCZT must comply with the requirements of 62 O.S. § 318 Performance-Based Efficiency Contracts with Qualified Providers. Dates Publication 06/03/2026 10:00 AM CDT Question Acceptance Deadline 06/18/2026 12:00 PM CDT Questions are submitted online Yes Closing Date 06/24/2026 04:00 PM CDT Other 06/11/2026 09:00 PM CDT Contact Information Corey Janvrin cjanvrin@okczoo.org City Clerk cityclerk@okc.gov Pre-Bidding Events Event Type Pre-Proposal Conference Attendance Mandatory Event date 06/11/2026 09:00 PM CDT Location Join: https://teams.microsoft.com/meet/266651383062739?p=Pp39waHInWPxwU4ak Z Event Note Pre-Proposal Conference: Mandatory; June 11th, 2026 at 9am on TEAMS. Join: https://teams.microsoft.com/meet/266651383062739?p=Pp39waHInWPxwU4ak Z Meeting ID: 266 651 383 062 739 Passcode: cQ6Bo3MD. Bid Submission Process Bid Submission Type Electronic Bid Submission Pricing In attached document Pricing In attached document Bid Documents List Item Name Description Mandatory Limited to 1 file Proposal Documents Attach Proposals Document(s) as Yes No requested in the RFP. Letter of Authorization Attach Completed Letter of Authorization (if No Yes needed) 05/22/2026 04:20 PM CDT Page 188 of 272 Page 1 of 5 RFP-OCZT- 01 - Solar Array System Item Name Description Mandatory Limited to 1 file Exceptions Attach Exceptions to RFP Requirements (if No No needed) Allow Additional Documents Yes 05/22/2026 04:20 PM CDT Page 189 of 272 Page 2 of 5 RFP-OCZT- 01 - Solar Array System Documents Additional Pricing Information Not Required. Documents Document Size Uploaded Date Language RFP General Instructions.pdf [pdf] 225 Kb 04/25/2025 02:22 PM CDT English RFP Letter of Authorization.pdf [pdf] 94 Kb 07/24/2025 09:17 AM CDT English RFP Statutory Clauses.pdf [pdf] 150 Kb 10/07/2025 10:27 AM CDT English Sample RFP Acord Form.pdf [pdf] 651 Kb 05/16/2025 04:39 PM CDT English RFP-OCZT-01 Exhibit A [pdf] 348 Kb 05/14/2026 10:57 AM CDT English RFP-OCZT-01 Terms and Conditions [pdf] 353 Kb 05/14/2026 02:43 PM CDT English RFP-OCZT-01 Notice to Proposers [pdf] 148 Kb 05/15/2026 04:08 PM CDT English RFP-OCZT-01 Special Provisions [pdf] 4 Mb 05/18/2026 09:00 AM CDT English 05/22/2026 04:20 PM CDT Page 190 of 272 Page 3 of 5 RFP-OCZT- 01 - Solar Array System Categories Selected Categories NIGP Categories (3) 290 ENERGY COLLECTING EQUIPMENT AND ACCESSORIES: SOLAR AND WIND 29082 Solar Energy Systems, Complete Solar Energy Systems, Complete 29017 Recycled Energy Collection Equipment and Supplies Recycled Energy Collection Equipment and Supplies 29000 ENERGY COLLECTING EQUIPMENT AND ACCESSORIES: SOLAR AND WIND This copy of the NIGP Code is the property of the National Institute of Governmental Purchasing, Inc. (NIGP), is displayed and used by BidNet under license from Periscope Holdings, Inc. (the authorized sub-licensor of NIGP), and is protected under the copyright laws of the United States. It may not be copied or used (in whole or part) by any party unless such party is authorized to do so under the terms of a written license agreement entered into with NIGP or its authorized sub-licensors expressly authorizing such party to use the NIGP Code. Unauthorized copying or use is prohibited. Dated: January 2016 05/22/2026 04:20 PM CDT Page 191 of 272 Page 4 of 5 RFP-OCZT- 01 - Solar Array System Invitation Selected Supplier (1) Organization VS Org. Number City State/Prov Main Contact Entegrity Energy Partners 2644866 Little Rock Arkansas Audrey Woody Notify Name Job Title Phone Email Status Yes Audrey Woody Project Capture 15014142121 insidesales@entegritypartners.c Active Coordinator om Notification Email Default Additional Recipients Include notification issuer as an Yes additional recipient 05/22/2026 04:20 PM CDT Page 192 of 272 Page 5 of 5 GENERAL INSTRUCTIONS 1. DEFINITIONS A. The term "Contracting Entity" shall mean the entity identified in the Notice to Proposers. The City of Oklahoma City and any Public Trust of which The City of Oklahoma City is beneficiary may choose to avail itself of the goods or services, from the Professional Services Agreement. Should the City of Oklahoma City or a Public Trust choose to avail itself of this Professional Services Agreement, the Proposer(s) will provide the goods or services in accordance with the terms and conditions of the Professional Services Agreement, which will be deemed to be included by reference in the purchase order and the Proposer will treat the purchase order as a separate agreement with that entity. B. The term “Proposer” shall mean the person or entity proposing to supply the goods and/or services as set forth in the Proposal Special Provisions. C. The term “Goods or Services” shall mean the goods and/or services identified in the Proposal Special Provisions. 2. EXAMINATION OF INSTRUCTIONS AND REQUIREMENTS BY PROPOSER A. All Proposers must examine the Proposal Special Provisions and including but not limited to the Notice to Proposers, all Documents Required for this Proposal, General Instructions, and sample Professional Services Agreement, prior to electronically submitting any proposal. Failure to examine is at the Proposer’s own risk as the Proposer will be held to the terms, conditions and requirements therein. B. Proposer may submit questions about the proposal process during the Question- and-Answer Period to the Contracting Entity on the Electronic Bidding System. C. For technical or specification questions, the Contracting Entity will only respond by addenda, and only in its sole discretion. No communication through any other process, oral or written, will amend or revise the Proposal Special Provisions. D. It is the Proposer's responsibility to check the Electronic Bidding System for Questions and Answers or Addendum posted. 3. SUBMISSION OF PROPOSALS BY THE ELECTRONIC BIDDING SYSTEM TO THE CITY CLERK/SECRETARY A. Proposals must be submitted through the Electronic Bidding System. B. Proposals will be opened at the time and on the date stated in the Notice to Proposers, or later. The Electronic Bidding System does not allow Proposals to be submitted after the deadline. There will be no exceptions to this policy. C. The Contracting Entity does not provide access to a computer to prepare electronic proposals. D. Proposers must register with the Electronic Bidding System here: https://www.bidnetdirect.com/oklahoma/cityofoklahomacityandtrusts to submit a proposal electronically. The Contracting Entity recommends potential Proposers RFP.GI.VI.2025 Page 1 Page 193 of 272 register and become familiar with the Electronic Bidding System in advance of submitting a proposal. The link above includes instructions, resources, and helpful information for responding to solicitations and navigating the Electronic Bidding System. E. There is no charge to the Proposer for registering or submitting an electronic proposal to the Contracting Entity. F. Proposer must timely submit the Proposal, and all Documents Required for this Proposal in accordance with the Proposal Special Provisions on or before the date and time in the Notice to Proposers or later by Addendum in the Electronic Bidding System. a. Any Proposal may be withdrawn until date and time in the Notice to Proposers or later by Addendum in the Electronic Bidding System. b. Any Proposal not withdrawn shall constitute an irrevocable offer for a period of ninety (90) days to provide the Contracting Entity the services set forth in the attached Request for Proposals, or until the proposals have been approved. G. All handwritten Proposal documents submitted in response to this solicitation must be written legibly. Illegible submissions may be deemed non-responsive and subject to disqualification at the sole discretion of the Contracting Entity. It is the Proposer's responsibility to ensure that all handwritten entries are clear, complete, and easily understood. H. Upload Proposal documents in PDF format in the Electronic Bidding System. I. The Contracting Entity reserves the right to request clarification of information submitted and to request additional information from any or all Proposers. J. The Contracting Entity reserves the right to reject any or all Proposals or to award the Agreement to the next most qualified Proposer(s) if the successful Proposer(s) does not execute an Agreement within thirty (30) days after award of the Proposal. 4. PROPOSAL GUIDELINES A. A copy of the Proposal Guidelines and Procedures may be obtained from the City Clerk's Office, 200 N. Walker, 2nd Floor. 5. DESCRIPTIVE TERMS A. Unless the term “no exceptions" is used, the use of brand name, manufacturer, make, or catalog designation in describing a good or service does not restrict Proposers to that particular brand name, etc. B. The term is simply to indicate the type, character, quality and/or performance equivalence of the goods or services desired. However, the proposed excepted goods or services must be of such type, character, quality and/or performance equivalence as that indicated in the Special Provisions. RFP.GI.VI.2025 Page 2 Page 194 of 272 C. A proposed excepted good or service must include complete data as to the manufacturer's name, type, model number, any descriptive bulletins and manufacturer’s specifications. 6. EXCEPTIONS A. A Proposer may submit exceptions by uploading a document labeled “Exceptions” into the Electronic Bidding System as a PDF. Failure to attach an Exceptions document will be regarded as full acceptance of the requirements, instructions, and any documents related to the Proposal Special Provisions. 7. LETTER OF AUTHORIZATION A. A Letter of Authorization is provided to download on the Electronic Bidding System and should be attached and submitted when the Proposer is not authorized by statute to sign and bind the Proposer to the proposal. 8. OKLAHOMA OPEN RECORDS ACT AND CONFIDENTIAL INFORMATION A. All “records”, as defined by the Oklahoma Open Records Act, 51 O.S. § 24A.1, et seq. (the “Act”), which are in connection with the transaction of public business, the expenditure of public funds, or the administration of public property, and that are in the custody, control, or possession of public officials, public bodies, or their representatives, are potentially subject to inspection, copying, and/or mechanical reproduction. The purpose of the Act is to ensure and facilitate the public’s right of access to and review of government records so they may efficiently and intelligently exercise their inherent political power. Except where state or federal statutes create a specific exemption or confidential privilege, persons and entities who submit information to public bodies have no right to keep the record from public access nor have a reasonable expectation that the record will be kept from public access. B. If Services Provider believes that a record is exempt or confidential under a specific Oklahoma or federal statute, and therefore not subject to public access under the Oklahoma Open Records Act, Services Provider must comply with the following: i. Place said portion of the submission in a separate electronic file attachment marked “Confidential.” DO NOT label the entire record “Confidential.” Label only those records, or portions thereof, that are expressly protected from disclosure by Oklahoma or federal law. For each portion of the record for which an exemption or a confidential privilege is claimed, Services Provider must clearly identify on that record at the time of submittal a copy of a court order ruling the record is not subject to release under federal or Oklahoma law, or the specific federal and/or Oklahoma law that created said privilege, e.g., for trade secrets, see 21 O.S. § 1732 (Larceny of Trade Secrets) and the Uniform Trade Secrets Act, 78 O.S. §§ 85, et seq. C. Failure to clearly identify the record or any part of the record as “Confidential” will be interpreted as the record NOT being exempt from the Act and therefore subject to public access. Should an Open Records request be presented for a record identified as “Confidential,” Services Provider will be responsible for timely justifying the RFP.GI.VI.2025 Page 3 Page 195 of 272 confidentiality claim and attaining protection from a court of competent jurisdiction, state or federal, in Oklahoma County, Oklahoma. Services Provider will be notified upon receipt of an Open Records Request to access the records identified as “Confidential in accordance with this policy.” It is Services Provider’s responsibility to timely initiate an action in a court of competent jurisdiction to enforce Services Provider’s rights. The requested records will be released if Services Provider fails to timely bring an action to enforce your rights within seven (7) calendar days of notice. Services Provider must provide the City or its Trust from which the record has been requested notice of that action. By your submission of records, Services Provider is granting the rights stated herein. RFP.GI.VI.2025 Page 4 Page 196 of 272 LETTER OF AUTHORIZATION THIS LETTER OF AUTHORIZATION MUST BE COMPLETED IF THE ATTACHED LEGALLY BINDING DOCUMENT WAS NOT SIGNED BY THE STATUTORILY AUTHORIZED OFFICER ON BEHALF OF THE PROPOSER. City of Oklahoma City or related Public Trust: This letter authorizes to (PRINTED NAME OF AUTHORIZED AGENT) sign the attached legally binding document on behalf of (PROPOSER) . Sincerely, Signature of Authorizing Officer Printed Title Date Printed Name of Authorizing Officer Email Address of Authorizing Officer NOTE: If the Entity is a(n): Corporation The authorizing officer must be an officer with such titles and duties as shall be stated in the bylaws or in a resolution of the board of directors pursuant to the Oklahoma General Corporation Act. Titles may include, but are not limited to: President, Vice-President, Chief Executive Officer, Chief Financial Officer, Chairperson, or Vice- Chairperson LLC The authorizing officer must be a person with an ownership interest in a limited liability company, or a person designated by the members to manage the LLC as provided in the articles of organization or an operating agreement pursuant to the Oklahoma Limited Liability Company Act. Titles may include, but are not limited to: Manager, Managing Member, Owner, Principal, President, or Vice-President Partnership The authorizing officer must be: General Partner Joint Venture The authorizing officer must be: An Authorized Officer of Each of the Ventures RFP.LOA.VII.2025 Page 197 of 272 STATUTORY CLAUSES The following provisions are required and apply when public funds are expended by the Contracting Entity for any agreement resulting from the procurement process. The Services Provider must acknowledge and agree to the provisions below: 1. Energy Discrimination Elimination Act of 2022 - 74 O.S. § 12001 et seq. A. I hereby certify that the Energy Discrimination Elimination Act of 2022, as amended, either: i. Does not apply to me or my Entity, including but not limited to circumstances where: a. The Entity employs fewer than ten (10) full-time employees; b. The value of this Contract is less than, and not expected to exceed, One Hundred Thousand Dollars ($100,000.00); or ii. To the extent it does apply, I am in full compliance with its requirements. 2. Firearm Non-Discrimination Verification - 21 O.S. § 1289.31 (Senate Bill 500, 2025) A. I hereby certify that the Firearm Non-Discrimination Act of 2025, as amended, either: i. Does not apply to me or my Entity, including but not limited to circumstances where: a. Entity is a sole proprietorship; b. The Entity is a sole-source provider under this Contract; c. The Entity employs fewer than ten (10) full-time employees; or d. The value of this Contract is less than, and not expected to exceed, One Hundred Thousand Dollars ($100,000.00); or ii. To the extent it does apply, I am in full compliance with its requirements. RFP.SC.VI.2025 Page 1 Page 198 of 272 The undersigned individual understands and acknowledges the above provision. Note: An authorized officer or agent of the Services Provider must sign this document. A Letter of Authorization is required for any signatory other than an authorized officer or agent whose authority is established by law. Services Provider’s Entity Name Name of Services Provider’s Authorized Officer or Agent Title Signature of Services Provider's Authorized Officer or Agent Date RFP.SC.VI.2025 Page 2 Page 199 of 272 DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE '$7( THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: PHONE &217$&7,1)250$7,21 FAX (A/C, No, Ext): (A/C, No): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : INSURED INSURER B : ,1685$1&(&203$1< INSURER C : $1'9$/,'1$,&180%(5 PROPOSER'S(17,7< INSURER D : COVERAGES CERTIFICATE NUMBER: INSURER E : INSURER F : E REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR OWNED TYPE OF INSURANCE COMMERCIAL GENERAL LIABILITY CLAIMS-MADE POLICY OTHER: AUTOMOBILE LIABILITY ANY AUTO AUTOS ONLY PRO- JECT OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: LOC SCHEDULED AUTOS ADDL SUBR INSD WVD PL POLICY NUMBER 32/,&< 180%(56 ,17+,6 &2/801 POLICY EFF (MM/DD/YYYY) (MM/DD/YYYY) '$7(6 /,67(' )25($&+ 32/,&< ,17+,6 &2/801 POLICY EXP EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE PRODUCTS - COMP/OP AGG COMBINED SINGLE LIMIT (Ea accident) LIMITS BODILY INJURY (Per person) BODILY INJURY (Per accident) $ $ $ $ $ $ $ $ $ $ HIRED AUTOS ONLY UMBRELLA LIAB EXCESS LIAB DED WORKERS COMPENSATION AND EMPLOYERS' LIABILITY NON-OWNED AUTOS ONLY OCCUR RETENTION $ ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? M CLAIMS-MADE Y/N N/A 6HHProfessional Services AgreementIRUType of ,QVXUDQFH5HTXLUHG and /LPLWV PROPERTY DAMAGE (Per accident) EACH OCCURRENCE AGGREGATE PER STATUTE E.L. EACH ACCIDENT OTH- ER $ $ $ $ $ $ SA (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) 0XVW VD\ THE CITY OF OKLAHOMA CITY AND ANY PARTICIPATING PUBLIC TRUST ARE NAMED AS ADDITIONAL INSUREDS WITH RESPECT TO THE..." State which W\SH RI LQVXUDQFH pertaining to and the title of the solicitation. $ CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. CONTRACTING ENTITY AUTHORIZED REPRESENTATIVE SIGNATURE © 1988-2016 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Page 200 of 272 C3.2 REMINGTON PL STOP C3.1 STOP C3.2 PHASING DETAIL KEY MAP KEYNOTES: REVISIONS DESCRIPTION COMPLETE WORK IN THIS AREA REVISIONS NOTES: DATE REV. NO. 2016 OKLAHOMA ZOO & BOTANICAL GARDEN SAFETY & SEQUENCING PLAN PHASE 1 PARKING LOT IMPROVEMENTS OKLAHOMA CITY, OKLAHOMA For Reference Only - Location of Project SAFETY / SEQUENCING PLAN PHASE 1 PHASE LEGEND drawn by: SCB checked by: BRC approved by: GTB QA/QC by: DGC project no.: 016-0439 drawing no.: date: 08/17/2016 SHEET C3.1 Page 201 of 272 OCZT Terms and Conditions 1. NOTICES A. Notice to Contracting Entity. Any notice, request, demand or other communication required or permitted must be in writing and must be delivered by notice to: Oklahoma City Zoo and Botanical Garden Attn: Dwight Lawson, Executive Director and CEO and Corey Janvrin, Director of Capital Projects 2000 Remington Place Oklahoma City, OK 73111 B. Notice to Services Provider. All notices and payments will be sent to the Services Provider’s contact information: __________________________ __________________________ __________________________ 2. TERM AND EFFECTIVE PERIOD A. The term of the Agreement shall be for DATE OR TERM (years). B. The Agreement shall become effective upon execution by the last Party. 3. AMENDMENTS. A. This Agreement may not be modi�ied, amended, altered or supplemented except upon the execution and delivery of a written Amendment executed by each of the parties hereto. 4. RETENTION OF SERVICES PROVIDER AND SCOPE OF WORK A. Services Provider is solely responsible for the actions, non-action, omissions, and performance of Services Provider's employees, agents, contractors, and subcontractors. B. Services Provider is solely responsible for compliance with 62 O.S. § 318, including the total project costs, which incorporates �inancing costs, service costs, and any other project-related costs. Cost shall be fully covered by the project’s ef�icient savings. C. Services Provider is responsible for compliance with the City of Oklahoma City’s Standard Speci�ications for the Construction of Public Improvements, as amended. https://www.okc.gov/ﬁles/assets/city/v/1/public- works/documents/oklahoma-city-standard-speciﬁcations-for-construction- of-public-improvements-v-2.pdf D. Services Provider will be solely responsible to ensure the Services Provider’s Project Team fully understands the Scope of Services and the Contracting Entity’s goals and the purposes and functions to be provided. Services Provider will be solely responsible to ensure the Services Provider’s Project Page 1 Page 202 of 272 Team is adequately trained, instructed, and managed so that Services Provider timely provides the Project and satis�ies Services Provider’s obligations under this Agreement. 5. INDEPENDENT CONTRACTOR STATUS A. The Parties hereby acknowledge and covenant that: 1. Services Provider is an independent contractor and will act exclusively as an independent contractor. Services Provider is not an agent or employee of the Contracting Entity in performing this Agreement. 2. The parties do not intend, and will not hold out that there exists any corporation, joint venture, undertaking for a pro�it or other form of business venture or any employment relationship among the parties other than that of an independent contractor relationship. 6. INSURANCE & ACORD A. Commercial General Liability (CGL) including, but not limited to, bodily injury, property damage, products/completed operations and personal & advertising injury, with minimum limits of two million dollars ($2,000,000) per occurrence and four million dollars ($4,000,000) general aggregate. B. Workers’ Compensation with Oklahoma statutory limits; and Employer’s Liability coverage with the following limits: one million dollars ($1,000,000) each accident, one million dollars ($1,000,000) by disease per employee and one million dollars ($1,000,000) per policy aggregate. i. Note: Workers’ Compensation is required for all Services Providers with employees as de�ined by the Oklahoma Administrative Workers’ Compensation Act. If the Services Provider is exempt under the laws of the State of Oklahoma from the requirement to obtain and maintain workers’ compensation insurance, then the Services Provider must provide the Contracting Entity with a copy of its Af�idavit of Exempt Status from the Oklahoma Insurance Department. C. Business Automobile Liability covering any owned, hired and non-owned vehicles, with a minimum combined single limit of two million dollars ($2,000,000). i. Note: Sole proprietors or small businesses may provide personal automobile liability if the coverage is suf�icient to the Contracting Entity and has a business use endorsement. D. Professional Liability (or equivalent) appropriate to Services Provider’s profession to provide coverage against claims which the Services Provider becomes legally obligated to pay as damages arising out of the performance of Professional Services caused by error, omission, or negligent act with minimum limits of two million dollars ($2,000,000) each claim. Page 2 Page 203 of 272 i. NOTE: For insurance written on a claims-made form, coverage shall be continuous (by renewal or extended reporting period) for not less than two (2) years following completion of the agreement and acceptance by the Contracting Entity. E. Builder’s Risk coverage in an amount at or greater than one hundred percent (100%) of the completed value of the project. The policy shall be written on a Completed Value Form, including materials delivered and labor performed for the project. The policy shall list the Contracting Entity as loss payee as their interests may appear. F. Umbrella or Excess Policy Services Provider may use Umbrella or Excess Policies to provide the liability limits as required. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis. OCZT has the right to reject non-conforming Umbrella or Excess policies. G. All insurance shall be in the form of “occurrence” coverage. H. The Contracting Entity, its of�icials, employees and of�icers, shall be covered as additional insureds on the Commercial General Liability policy, Business Automobile Liability policy and Builder’s Risk policy. I. Services Provider shall grant to the Contracting Entity a waiver of any right to subrogation which any insurer of Services Provider may acquire against the Contracting Entity by virtue of the payment of any loss under such insurance. J. Services Provider shall identify the Contracting Entity as the Certi�icate Holder as follows: i. The Oklahoma City Zoological Trust 2000 Remington Place Oklahoma City, Oklahoma 73111 7. TERMINATION AND STOP WORK A. The delivery of goods or performances of services may be terminated by the Contracting Entity, in whole or in part, whenever it is determined to be in the best interest of the Contracting Entity. B. Termination is effective when the Contracting Entity noti�ies the Services Provider with a termination notice specifying the extent to which performance, services, or delivery of ordered goods are terminated and the effective date thereof. C. After receipt of a termination notice, the Services Provider shall stop performance under this Agreement in accordance with the notice. D. If any item fails to meet the speci�ications or warranties, the Services Provider must promptly repair or replace them at their own expense upon notice from the Contracting Entity. Failure to do so may result in the cancellation of the affected purchase order, any remaining orders, and/or this Agreement. The Services Provider will bear all costs and risks for the nonconforming items, Page 3 Page 204 of 272 which will be held or returned at the Services Provider's expense, including transportation. Payments for such items must be refunded unless promptly repaired or replaced by the Services Provider at their expense. E. Termination herein shall not terminate or suspend any warranty, indemni�ication, insurance, or con�identiality required to be provided by Services Provider under this Agreement. 8. TAXES AND FEES A. The Services Provider shall pay all applicable taxes, charges, and fees charged by a governmental entity and on its behalf. The Services Provider will obtain all applicable permits, licenses, patents, copyrights, permissions and authorization to provide services, products, solutions and deliverables at Service Providers cost expense. 9. PATENTS AND LICENSES A. Services Provider shall obtain all patents, permits, licenses and any other permissions required to provide all services, products, solutions and deliverables and for use of all services, products, solutions and deliverables by the Contracting Entity. B. Upon request, the Services Provider shall provide the Contracting Entity with reports or proof of compliance. This includes, but is not limited to, documentation of permits, license, training efforts, and any relevant certi�ications. The Services Provider shall maintain accurate records of its compliance efforts and make such records available for inspection by the Contracting Entity. C. To the extent that the Services Provider has infringed on any patent, copyright, license or illegally transferred a patent or license related to all services, products, solutions or deliverables provided to the Contracting Entity, the Services Provider agrees to indemnify and hold harmless the Contracting Entity, also including any of Contracting Entity’s employees, the purchasing agent and assistants from all costs, damages, expenses, suits and actions of every nature and description brought because of, or for the use of, patented, copyright protected, or licensed appliances, products, or processes or violation of or failure to obtain such permission, license, copyright, or patent permission or right. D. The Services Provider shall pay for and provide all licenses, copyright, royalties, fees and charges which are legal and equitable and evidence of such payment or satisfaction must be submitted by Services Provider upon request of the Contracting Entity, as a necessary requirement in connection with the execution and performance of any Agreement in which patented, copyrighted or licensed appliances, solutions, deliverables, services, products, or processes Page 4 Page 205 of 272 are to be used and to transfer such rights and licenses to the Contracting Entity. All such costs and expenses must be included in the compensation. Any cost or expense not expressly included shall be deemed incidental and included in other compensation. E. The Services Provider shall be responsible for paying all the Contracting Entity’s legal costs and fees incurred by any such action related to the failure of Services Provider to provide necessary permissions, rights, patents, copyrights and licenses. 10. WARRANTIES A. Services Provider warrants that all deliverables provided under this Agreement shall be performed consistent with generally prevailing industry standards and expertise. Services Provider shall maintain during this Agreement said standard of care, expertise, skill, diligence and professional competency for any and all such service and deliverables. B. Contracting Entity’s initial remedy for any breach of the above warranty shall be to permit Services Provider one additional opportunity to provide the deliverables without additional cost to Contracting Entity within thirty (30) calendar days. If Services Provider cannot provide the deliverables according to the standards and requirements set forth in this Agreement within thirty (30) calendar days of the original performance date, or the date of discovery of the breach, the Contracting Entity shall be entitled to recover any and all fees and compensation paid to the Services Provider and any costs or damages included by the Contracting Entity. C. Should the Contracting Entity so determine it to be in its best interest, any fees paid to Services Provider for previous payments, including, but not limited to, deliverables shall be reimbursed or repaid to Contracting Entity within thirty (30) days of a demand by the Contracting Entity. Should Services Provider fail to reimburse the Contracting Entity within thirty (30) calendar days of demand, the Contracting Entity shall also be entitled to interest at 1.5% percent per month on all outstanding reimbursement and repayment obligations. D. The Services Provider also acknowledges and agrees to provide all express and implied warrants required or provided for by Oklahoma statutory and case law. These warranties are in addition to other warranties provided in or applicable to this Agreement and may not be waived by any other provision, expressed or implied, in this Agreement. 11. CONFIDENTIALITY A. Services Provider acknowledges that in the course of providing services or deliverables, Contracting Entity may provide Services Provider with access to Page 5 Page 206 of 272 information of a con�idential and proprietary nature including but not limited to: information relating to Contracting Entity’s employees, customers, marketing strategies, business processes and strategies, security systems, data and technology. B. Services Provider will require and maintain adequate con�identiality agreements with its Project Team, employees, agents, contractors, and subcontractors. 12. INDEMNIFICATION A. Services Provider assumes all risks incident to or in connection with its full and timely performance of this Agreement. Services Provider shall indemnify and hold harmless Contracting Entity from all costs, expenses, damages, losses, and injuries of whatever nature or kind to property to the Contracting Entity arising, directly or indirectly, out of the acts and/or omissions of Services Provider and any person or entity for which Services Provider is legally liable, including but not limited to its employees, agents, contractors, and subcontractors. Services Provider shall indemnify, defend, and hold harmless Contracting Entity from any penalties for violation of any law, ordinance or regulation affecting or having application to such acts or omissions. 13. NO WAIVER A. No delay or failure by either party in exercising any right, power, or remedy under this Agreement shall operate as a waiver of any such right, power, or remedy. No waiver of any provision of this Agreement shall be effective unless made in writing and signed by the party waiving such provision. A waiver of any breach or default under this Agreement shall not be construed as a waiver of any subsequent breach or default, whether of the same or a different nature. 14. NO ASSIGNMENT A. This Agreement may not be assigned unless approved in writing and signed by both Parties. 15. COMPLIANCE WITH APPLICABLE LAWS A. Services Provider shall comply with all applicable federal, state, local laws, ordinances and regulations, also including 62 O.S. § 318, Title VI of the Civil Rights Act of 1964 and all provisions of 42 U.S.C. §§ 2000d, et seq relating to providing deliverables. 16. VENUE AND GOVERNING LAW A. This Agreement shall be governed by the laws of the State of Oklahoma, and the Parties agree that the venue for any dispute will only be a state or federal court in Oklahoma County, Oklahoma. 17. FIREARM NON-DISCRIMINATION VERIFICATION - 21 O.S. § 1289.31 (Senate Bill 500, 2025) Page 6 Page 207 of 272 A. I hereby certify that the Firearm Non-Discrimination Act of 2025, as amended, either: i. Does not apply to me or my Entity, including but not limited to circumstances where: a. Entity is a sole proprietorship; b. The Entity is a sole-source provider under this Contract; c. The Entity employs fewer than ten (10) full-time employees; or d. The value of this Contract is less than, and not expected to exceed, One Hundred Thousand Dollars ($100,000.00); or ii. To the extent it does apply, I am in full compliance with its requirements. 18. ENERGY DISCRIMINATION ELIMINATION ACT OF 2022 - 74 O.S. § 12001 ET SEQ. A. I hereby certify that the Energy Discrimination Elimination Act of 2022, as amended, either: i. Does not apply to me or my Entity, including but not limited to circumstances where: a. The Entity employs fewer than ten (10) full-time employees; b. The value of this Contract is less than, and not expected to exceed, One Hundred Thousand Dollars ($100,000.00); or ii. To the extent it does apply, I am in full compliance with its requirements. 19. NON-DISCRIMINATION STATEMENT A. The Services Provider agrees, in connection with the performance of work under this Agreement: i. That the Services Provider will not discriminate against any employee or applicant for employment, because of race, creed, color, sex, age, national origin, ancestry, disability and any class protected pursuant to federal and/or state law. The Services Provider shall take action to ensure that employees are treated without regard to their race, creed, color, age, national origin, sex, ancestry, disability or any other federally protected or state-protected class. Such actions shall include, but not be limited to, the following: employment, promotion, demotion or transfer, recruitment, advertising, lay-off, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. ii. The Services Provider agrees to post, in a conspicuous place available to employees and applicants for employment a copy of this Non- Discrimination Statement and that the Services Provider agrees to Page 7 Page 208 of 272 include a copy of this non-discrimination requirement in any subcontracts connected with the performance of this Agreement. iii. In the event of the Services Provider’s non-compliance with the above non-discrimination requirement, this Agreement may be canceled or terminated by the Contracting Entity. The Services Provider may be declared by the Contracting Entity ineligible for further Agreement[s] with the Contracting Entity until satisfactory proof of intent to comply is made by the Services Provider. 20. NON-COLLUSION STATEMENT A. I certify that: i. I am authorized to represent the Services Provider and con�irm no collusion or improper conduct occurred regarding this Agreement or acquisition. ii. I am fully aware of all facts related to this Agreement and have been directly involved in its preparation. iii. Neither the business entity that I represent nor anyone under its control has: a. Engaged in collusion to restrict competition or �ix bids; b. Colluded with state of�icials or employees regarding contract terms; or c. Exchanged money or favors for special consideration in the prospective contract. B. I certify, if awarded the contract, whether competitively bid or not, neither the business entity represents nor anyone subject to the business entity’s direction or control, has or will pay, give, or donate money or anything of value, directly or indirectly, to any state of�icer or employee to procure this contract. 21. OKLAHOMA OPEN RECORDS ACT AND CONFIDENTIAL INFORMATION A. All “records”, as de�ined by the Oklahoma Open Records Act, 51 O.S. § 24A.1, et seq. (the “Act”), which are in connection with the transaction of public business, the expenditure of public funds, or the administration of public property, and that are in the custody, control, or possession of public of�icials, public bodies, or their representatives, are potentially subject to inspection, copying, and/or mechanical reproduction. The purpose of the Act is to ensure and facilitate the public’s right of access to and review of government records so they may ef�iciently and intelligently exercise their inherent political power. Except where state or federal statutes create a speci�ic exemption or con�idential privilege, persons and entities who submit information to public bodies have no right to keep the record from public access nor have a reasonable expectation that the record will be kept from public access. Page 8 Page 209 of 272 B. If Services Provider believes that a record is exempt or con�idential under a speci�ic Oklahoma or federal statute, and therefore not subject to public access under the Oklahoma Open Records Act, Services Provider must comply with the following: i. Mark documents “Con�idential.” DO NOT label the entire record “Con�idential.” Label only those records, or portions thereof, that are expressly protected from disclosure by Oklahoma or federal law. For each portion of the record for which an exemption or a con�idential privilege is claimed, Services Provider must clearly identify on that record at the time of submittal a copy of a court order ruling the record is not subject to release under federal or Oklahoma law, or the speci�ic federal and/or Oklahoma law that created said privilege, e.g., for trade secrets, see 21 O.S. § 1732 (Larceny of Trade Secrets) and the Uniform Trade Secrets Act, 78 O.S. §§ 85, et seq. C. Failure to clearly identify the record or any part of the record as “Con�idential” will be interpreted as the record NOT being exempt from the Act and therefore subject to public access. Should an Open Records request be presented for a record identi�ied as “Con�idential,” Services Provider will be responsible for timely justifying the con�identiality claim and attaining protection from a court of competent jurisdiction, state or federal, in Oklahoma County, Oklahoma. Services Provider will be noti�ied upon receipt of an Open Records Request to access the records identi�ied as “Con�idential in accordance with this policy.” It is Services Provider’s responsibility to timely initiate an action in a court of competent jurisdiction to enforce Services Provider’s rights. The requested records will be released if Services Provider fails to timely bring an action to enforce your rights within seven (7) calendar days of notice. Services Provider must provide the City of Oklahoma City or its Trust from which the record has been requested notice of that action. By your submission of records and this Agreement, Services Provider is granting the rights stated herein. Page 9 Page 210 of 272 Note: The owner or an authorized officer or agent of the Services Provider must sign this document. A Letter of Authorization is required for any signatory other than the individual Services Provider, owner of a sole proprietorship, or an officer whose authority is established by law. For instance, if a Salesman signs this Agreement, a Letter of Authorization is required. A Letter of Authorization is attached. Services Provider’s Entity Name Print Name of Services Provider’s Authorized Officer or Agent Title Signature of Services Provider’s Authorized Officer or Agent Date Services Provider’s Address City State Zip Code Services Provider’s Telephone Number Email Page 10 Page 211 of 272 APPROVED by the Trustees of the Oklahoma City Zoological Trust and SIGNED by its Chairperson this _______ day of ________________________, 2026. OKLAHOMA CITY ZOOLOGICAL TRUST __________________________________________ Chairperson ATTEST: ___________________________________ Secretary REVIEWED for form and legality. __________________________________________ Assistant Municipal Counselor Page 11 Page 212 of 272 NOTICE TO PROPOSERS Notice is hereby given that the Oklahoma City Zoological Trust (“Contracting Entity”) will receive proposals at the OFFICE OF THE CITY CLERK, 200 North Walker Avenue, Oklahoma City, Oklahoma 73102 through its Electronic Bidding System until 4:00:00 p.m. CDT, on the 24th day of June 2026, for the following: Title: Solar Array System Proposal Number: RFP-OCZT-01 Electronic Bidding System: Bidnet https://www.bidnetdirect.com/oklahoma/cityofoklahomacityandtrusts Pre-Proposal Conference: Mandatory; June 11th, 2026 at 9am on TEAMS. Join: https://teams.microsoft.com/meet/266651383062739?p=Pp39waHInWPxwU4akZ Meeting ID: 266 651 383 062 739 Passcode: cQ6Bo3MD Corey Janvrin Contacts: Oklahoma City Zoo and Botanical Garden cjanvrin@okczoo.org 2000 Remington Place Oklahoma City, OK 73111 City Clerk CityClerk@okc.gov Question-and-Answer Period: Proposers may submit questions through the Electronic Bidding System up to: June 18th, 2026 at 12:00pm. Contract Duration: Not applicable. Renewal Option (if any): Not applicable. Governing Law: Oklahoma law and venue state or federal court in Oklahoma County, Oklahoma. Insurance, Bonds, Warranties Required (if any): See Special Provisions and/or Sample Professional Services Agreement. RFP.NTP.VI.2025 Page 213 of 272 The Oklahoma City Zoological Trust Request for Proposal RFP-OCZT- 01 Solar Array System [Type here] Page 214 of 272 SPECIAL PROVISIONS (Special Instructions and Scope of Services) Special Provisions are deemed to be part of the resulting Contract and shall supersede any conflicting term, requirement or condition in the resulting Contract. (Rest of page intentionally left blank) RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 2 Page 215 of 272 The Opportunity Project Summary The Contracting Entity (Oklahoma City Zoological Trust) is soliciting quali-ications from Energy Service Companies for Guaranteed Savings Performance Contracting Services. The Oklahoma City Zoological Trust (“OCZT”) is soliciting an RFP for a Solar Carport Array System for the Oklahoma City Zoo and Botanical Garden (“Zoo”) parking lot. The RFP will result in a Guaranteed Savings Performance Contract (“Contract”) with the selected Proposer. The Proposal and resulting Contract with the OCZT must comply with the requirements of 62 O.S. § 318 Performance-Based Ef-iciency Contracts with Quali-ied Providers. Statement of Need A. Proposers shall submit a proposal for the Solar Array System and Contract in accordance with the Proposal Criteria- Guidelines and Minimum Requirements. B. The Proposer shall develop, implement, and guarantee the performance of a package of cost- reducing ef-iciency measures for the OCZT facilities and infrastructure. The ef-iciencies generated from such measures will be utilized to provide the basis for funding the project. C. Savings Guarantee. The Proposer shall provide a written savings guarantee in accordance with 62 O.S. § 318. The total project costs, including -inancing costs, service costs, and any other project-related costs, shall be fully covered by the project’s ef-iciency savings and detailed in Proposer’s proposal. D. Performance. The performance of the installed measures shall be monitored and measured regularly and reconciled on an annual basis by the Proposer, commencing one year from the date of completion of installation of the ef-iciency measures. In the event that the actual ef-iciency savings are less than the guaranteed savings, the Proposer shall provide cash reconciliation of the difference, or negotiate with the OCZT for the equivalence in additional improvements or services. Goals As a leader in Conservation, the Zoo is always looking for opportunities to reduce energy consumption and Carbon production footprint to help preserve our community. The OCZT has an opportunity to establish a major solar array component with electric vehicle charging stations available to the public in the Zoo public parking. The goal is to off-set energy consumption and decrease heat-island effect. We honor the planet by leading and supporting advances in conservation, sustainability, and research. The Zoo’s priority is to share knowledge in an actionable way so that employees, volunteers, and guests can increase our collective positive impact on the world. Background The OCZT is a public trust within the State of Oklahoma with the City of Oklahoma City as its beneficiary. The Zoo stretches across 120 acres where over a million annual visitors connect with wildlife from all over the world. As a fully accredited member of the Association of Zoos and RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 3 Page 216 of 272 Aquariums and the American Alliance of Museums, the Zoo is committed to exceptional animal care and conservation. The Zoo is committed to its mission and success, leading through action and example with honesty, integrity, transparency, and empathy. With a dedication to excellence in all aspects of our operations, including financial sustainability, the Zoo seeks to inspire employees and volunteers, fascinate guests, and challenge colleagues and the industry to innovate and develop ever higher standards. Scope of Work Description of Services 1. The final scope of work will be determined jointly by the OCZT and the Proposer based on the results of the Investment Grade Audit (“IGA”). It is the intent of the OCZT to take advantage of the Proposer’s experience and expertise to identify and recommend the best possible comprehensive package of efficiency measures and services within. 2. Identification and administration of any incentives, grants, or rebates that may be obtained in order to offset the cost of the OCZT efficiency project. 3. Provide a complete turn-key installation of Solar Carport Array System designed by board-certified PVDS designer to include but not limited to permitting, construction, commissioning, utility interconnection. System size: Approximately 180 kW. 4. Provide 90% energy production guarantee 5. 30-year energy production equipment warranties. Proposers are responsible for knowledge of all speci-ications and requirements for the project that are required to provide a fully functional and complete Solar Carport Array System. The applicable speci-ications for the project have been included. If additional information is needed or critical documents are missing, it is the Proposer’s sole responsibility to request all additional information and/or drawings (via BidNet) necessary to provide a fully functional, integrated and complete Solar Carport Array System. Contract Management Expectations Construction Services and Reporting Upon execution of a Contract, the Proposer will serve as the general contractor and will be responsible for: • The Proposer is responsible for all permits, licenses, certi-icates, and authorizations for construction activities in accordance with the City of Oklahoma City’s Standard RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 4 Page 217 of 272 Speci-ications (“Speci-ications”) for the Construction of Public Improvements, as amended. The Speci-ications shall be incorporated into the resulting Contract. • Soliciting subcontractor bids in accordance with applicable laws and City of Oklahoma City procedures and Speci-ications • Executing and managing subcontracts • Maintaining project schedule and cost control • Implementing quality control and site safety programs • Coordinating required inspections and approvals with City of Oklahoma City Development Services and Speci-ications • Managing project closeout, including record documentation and warranties Communication Expectations: The Project will require close coordination among multiple stakeholders, including: • City of Oklahoma City Public Works Department • Oklahoma City Zoo and Botanical Garden staff • Design consultant team • Adjacent project teams and ongoing Zoo operations The Proposer shall demonstrate the ability to collaborate effectively within a multi-stakeholder environment and support an integrated project delivery approach. Reimbursement and Guaranteed Savings: The contract shall provide for reimbursement to the public entity annually for any shortfall of guaranteed savings. Savings must be measured, veri-ied and documented during each year of the term and may be utilized to meet the annual debt service. Insurance The Proposer shall provide evidence the following required insurance: 1. Commercial General Liability (CGL) including, but not limited to, bodily injury, property damage, products/completed operations and personal & advertising injury, with minimum limits of two million dollars ($2,000,000) per occurrence and four million dollars ($4,000,000) general aggregate. 2. Workers’ Compensation with Oklahoma statutory limits; and Employer’s Liability coverage with the following limits: one million dollars ($1,000,000) each accident, one million dollars ($1,000,000) by disease per employee and one million dollars ($1,000,000) per policy aggregate. i. NOTE: Workers’ Compensation is required for all Services Providers with employees as defined by the Oklahoma Administrative Workers’ Compensation Act. If the Services Provider is exempt under the laws of the State of Oklahoma from the requirement to obtain and maintain workers’ compensation insurance, then the Services Provider must provide the Contracting Entity with a copy of its Affidavit of Exempt Status from the Oklahoma Insurance Department. 3. Business Automobile Liability covering any owned, hired and non-owned vehicles, with a minimum combined single limit of two million dollars ($2,000,000). RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 5 Page 218 of 272 4. Professional Liability (or equivalent) appropriate to the Proposer’s profession to provide coverage against claims which the Proposer becomes legally obligated to pay as damages arising out of the performance of Professional Services caused by error, omission, or negligent act with minimum limits of two million dollars ($2,000,000) each claim. i. NOTE: For insurance written on a claims-made form, coverage shall be continuous (by renewal or extended reporting period) for not less than two (2) years following completion of the agreement and acceptance by the Contracting Entity. 5. Builder’s Risk coverage in an amount at or greater than one hundred percent (100%) of the completed value of the project. The policy shall be written on a Completed Value Form, including materials delivered and labor performed for the project. The policy shall list the Contracting Entity as loss payee as their interests may appear. 6. Umbrella or Excess Policy The Proposer may use Umbrella or Excess Policies to provide the liability limits as required. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis. OCZT has the right to reject non-conforming Umbrella or Excess policies. The following endorsements are required: 1. The Contracting Entity (OCZT), its officials, employees and officers shall be covered as additional insureds on the Commercial General Liability policy, Business Automobile Liability policy and Builder’s Risk policy. 2. The Proposer shall grant to the Contracting Entity (OCZT) a waiver of any right to subrogation which any insurer of said Proposer may acquire against the Contracting Entity by virtue of the payment of any loss under such insurance. Proposal Award Selection Process Each proposal will be evaluated by a selection committee. The selection committee is comprised of members from “Zoo Staff” and “The Oklahoma Zoological Trust”. The committee may make its selection based solely on the submitted proposals, or, at its discretion, conduct interviews and/or request presentations with some or all Proposers. The selection committee will then report the results of its evaluations and make a recommendation for the award. Evaluation Criteria Respondents will be evaluated on qualifications including, but not limited to: • Relevant project experience • Qualifications and experience of the proposed project team • Knowledge of the local regulations and construction market • Demonstrated success in cost control and schedule management • Capable of Fast-tracking project timeline • Ability to collaborate effectively with owners and design teams RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 6 Page 219 of 272 Undue Influence Upon the OCZT advertising for this Proposal, no officer, employee, agent, or representative of the Proposer shall have any contact or discussion, verbal or written, with any representative of OCZT or the City of Oklahoma City (i.e., Trustee, City Council member, City or trust employee or agent, etc.) either directly or indirectly through others in which the Proposer seeks to influence any representative of OCZT or the City of Oklahoma City regarding any matters pertaining to this Proposal. Contacts by the Proposer with OCZT or the City of Oklahoma City that do not pertain to this Proposal or proposal process are exempt from this provision. Examples of these exempt contacts are: i. Private, non-business, contacts with OCZT or the City of Oklahoma City by the Proposer’s employees acting in their personal capacity. ii. Business contacts outside of this solicitation that OCZT or the City of Oklahoma City may have with the Proposer. iii. Presentations, inquiries, and/or responses to inquiries initiated by OCZT or the City of Oklahoma City. iv. Pre-proposal conferences. v. Discussions with OCZT or the City of Oklahoma City Procurement Agent, City or Trust buyer or other contact as outlined in this RFP. If a representative of any Proposer submitting a proposal violates the foregoing prohibition by contacting any of these parties or their employees, such contact may result in the sole discretion of OCZT or the City of Oklahoma City, in the Proposer being disqualified from the procurement process. Exceptions Proposer may submit exceptions by uploading a document labeled “Exceptions” into the Bidnet Electronic Bidding System as a PDF. Failure to attach an Exceptions document will be regarded as full acceptance of this Special Provisions document, any requirements, instructions, and any documents related to the RFP process. Proposer must redline or submit exceptions to the OCZT Terms and Conditions that is an attachment in Bidnet. RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 7 Page 220 of 272 Proposal Instructions & Content Proposal Timeline TIMELINE DATE LOCATION / ADDITIONAL INFORMATION Pre-Proposal Conference 6/11/2026 • TEAMS meeting. Information is located on BidNet Direct and Notice to Proposers. Negotiation & 6/25/2026 • Selected Proposer(s) will be notified in writing. Proposer(s) Selection • Any award is contingent upon the successful negotiation of final Contract terms. If negotiations cannot be concluded successfully, the Contracting Entity reserves the right to negotiate a Contract with another Proposer or withdraw the RFP. • Negotiations shall be confidential and not subject to disclosure to competing Proposer(s) unless and until a Contract is reached. Estimated Contract 7/30/2026 • Subject to Contracting Entity approval. Execution The above dates are tentative and subject to change. The Proposal Release date, Pre-Proposal conference, if applicable, Question-and-Answer period, and Proposal submission deadline are available to view on BidNet Direct and the Notice to Proposers. Proposal Criteria- Guidelines and Minimum Requirements 1. Formatting Requirements A. A cover page with the RFP name, number, and due date and the name and address of the Proposer submitting the Proposal. B. A Table of Contents properly indicating sections and page numbers of requested content. C. Begin each section described with the appropriate heading and section number as noted below. D. Each page shall have the name of the Proposer indicated clearly in the upper right corner. E. Each page shall contain the RFP name and number in the footer of each page. 2. Executive Summary A. Responses shall include an abstract of no more than five (5) pages of the information presented summarizing a general approach. B. Include proof that the Proposer meets the requirements and qualifications defined in 62 O.S. § 318 and specifically the definition of “Qualified Provider” in §318(3.). 3. Reference Projects RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 8 Page 221 of 272 A. Provide a minimum of three (3) references relating to performance-based efficiency contracts. All references must be projects implemented within the last ten (10) years. For each reference, provide the following information: • Customer Name • Location • Contact Person • Phone Number and Email of Customer Contact • Contract Amount • Financing – Type and Term • Annual Savings • Scope of Work Summary 4. Project Team A. Provide detailed information on the roles and responsibilities, degree of pertinent experience, and similar project history of each member of the respondent’s team that would be working on the Contract with the OCZT. B. Provide a list of all sub-contractors associated with implementing the Contract, including design and engineering firms. C. If some or all the participants are not known at this stage, a selection strategy shall be identified noting which participants have not been selected. 5. Solar Approach A. Describe approach to Solar Installation. B. Describe sources and types of financing that your firm can provide for solar energy. C. What is the recommended and preferred approach for material selection. D. Please list example projects, both completed and under design, that have utilized performance contracting for solar installations. Please include energy savings from each project from the solar array. E. What are your in-house capabilities for solar design, engineering and implementation? F. How does your firm incorporate education opportunities with any installed solar arrays? G. The Proposer shall clearly identify what scope, if any, of the project will be self- performed vs. subcontracted. 6. Technical Approach A. Describe the approach and process to performing the IGA. B. Provide a timeline of the anticipated milestones necessary to complete the IGA. C. Provide specific information of the evaluation process used by the Proposer to identify specific efficiency improvements for the OCZT to consider for implementation. D. Describe the approach to incorporating other manufacturers products in past projects. 7. Financial Approach RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 9 Page 222 of 272 A. Describe the sources and types of financing that may be available for this project. B. Provide information concerning any incentives or grants that may be available to the OCZT to offset the cost of the project. C. Describe your role in assisting the OCZT in securing financing for the project. 8. Projected Cost A. Please provide projected system cost, broken down into material and labor. B. Cost should include how the contract shall provide for reimbursement to the OCZT annually for any shortfall of guaranteed savings. Savings must be measured, verified and documented during each year of the term and may be utilized to meet the annual debt service. 9. Project Implementation- Management Plan and Schedule A. Describe the management process that will be used to ensure a timely and quality installation of the project. B. Describe respondent's approach to project management, including: i. Ability to successfully establish a project schedule, maintain the schedule, and complete projects on-time to the satisfaction of the customer. ii. Coordination of subcontractors (if used), division of responsibility among project staff, and interaction with representatives. iii. Supervision and oversight of contractors and sub-contractors. C. Describe the completion and acceptance process of the installed measures and the process used to transition to the guaranteed savings phase. D. Describe your firm’s experience in serving as construction manager or general contractor for projects that require a Guaranteed Maximum Price (GMP). 10. Project Guarantee A. Provide information on the anticipated measurement, verification and reporting process that may be used for the OCZT to ensure the installed measures perform as expected. B. Provide information to assure the OCZT that the project’s savings guarantee will survive in the event of Proposer insolvency, bankruptcy, or closure. C. Provide details as to the method and means that will be used to reconcile the project’s guaranteed savings, including those used in the event of a savings shortfall. 11. Project Non-Performance A. Provide a list of all of Proposer’s projects that have experienced a savings shortfall. Include the reason for the shortfall and how it was resolved. 12. Guaranteed Savings Performance Contract A. Proposer shall submit a copy of a sample contract for evaluation. 13. Proposer Disclosures A. Provide a complete list and detailed description of all projects nationwide where there was either a criminal indictment or a conviction relating to the conduct of a performance contract. This includes officers and representatives of the company, as RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 10 Page 223 of 272 well as public officials connected with the project. If this does not apply, provide an acknowledgment letter signed by an officer of the respondent company. (Please include title of company officer). Failure to provide descriptive, accurate, and complete information as requested is grounds for disqualification. the OCZT requires full transparency from any project partner. Exhibits 1. Exhibit A – Project Location RFP.SP.VI.2026 RFP-OCZT-01-Solar Array System Page 11 Page 224 of 272 TO: Chair and Trustees of the Oklahoma City Zoological Trust FROM: Dwight Lawson, Executive Director/CEO Matthew Word, Chief Technology Officer DATE: May 27, 2026 SUBJECT: Adopt a resolution waiving competitive bidding and authorizing the open market purchase of Customer Relationship Management (“CRM”) Solution for the Oklahoma City Zoo and Botanical Garden’s Ticketing and Membership Platform with Totem Systems, Inc. dba Humanitru, estimated total cost $137,000, May 27, 2026 through May 26, 2029; and approve the Professional Services Agreement. Background: The Zoo’s membership program represents a critical component of both revenue generation and guest engagement. Currently, member data, purchase history, and engagement touchpoints are maintained within a single system with limited capability to fully manage relationships, analyze engagement, or support advanced communication and reporting needs. To address this, the Zoo issued a Request for Quotes (“RFQ”) on April 20, 2026, seeking a modern CRM solution capable of integrating with the Zoo’s existing ticketing and membership platform. Four vendors responded to the RFQ. Following a thorough evaluation, Totem Systems, Inc., d/b/a Humanitru, was the only vendor to demonstrate the ability to integrate directly into the Zoo’s existing systems without requiring substantial modification, replacement, or duplication of core business platforms. The Zoo’s Purchasing Policies and Procedures allow Open Market Purchases to be made with Zoo Trust action by form of resolution when the purchase exceeds $100,000 The Professional Services Agreement with Humanitru is for a term of three years with one (1) three-year renewal option. Recommendation: Adopt the resolution and agreement be approved. Page 225 of 272 RESOLUTION RESOLUTION WAIVING COMPETITIVE BIDDING AND AUTHORIZING THE OPEN MARKET PURCHASE OF CUSTOMER RELATIONSHIP MANAGEMENT (“CRM”) SOLUTION FOR THE OKLAHOMA CITY ZOO AND BOTANICAL GARDEN’S TICKETING AND MEMBERSHIP PLATFORM WITH TOTEM SYSTEMS, INC. DBA HUMANITRU, ESTIMATED TOTAL COST $137,000, MAY 27, 2026 THROUGH MAY 26, 2029. WHEREAS, the Oklahoma City Zoo and Botanical Garden (“Zoo”) requires a Customer Relationship Management (“CRM”) solution to support, enhance, and manage its membership program and constituent engagement; and WHEREAS, the Zoo’s Purchasing Policies and Procedures allow Open Market Purchases to be made with Zoo Trust action by form of resolution when the purchase exceeds $100,000; and WHEREAS, on April 20, 2026, the Zoo prepared a Request for Quotes (“RFQ”) seeking an Agreement for a CRM Solution; and WHEREAS, the Zoo received four responses to the RFQ, but only Totem Systems, Inc., dba Humanitru (“Humanitru”) proposed a CRM Solution capable of direct integration with the Zoo’s existing ticketing and membership platform without requiring material modification, replacement, duplication, or disruption of core business systems; and WHEREAS, selecting an alternative vendor would require significant additional costs, operational disruption, and/or redundant system implementation, thereby making Humanitru the most advantageous and cost-effective solution for the Zoo; and WHEREAS, the Agreement with Humanitru would be a term of three (3) years with one (1) three-year renewal option; and WHEREAS, staff requests the Zoo Trust waive competitive bidding and authorize the Page 226 of 272 open market purchase of Customer Relationship Management Solution for the Oklahoma City Zoo and Botanical Garden’s ticketing and membership platform, with Humanitru, estimated total contract value cost $137,000, May 27, 2026 through May 26, 2029. NOW, THEREFORE, BE IT RESOLVED that the Trustees of the Oklahoma City Zoological Trust waive competitive bidding and authorize the open market purchase of Customer Relationship Management Solution for the Oklahoma City Zoo and Botanical Garden’s ticketing and membership platform with Totem Systems, Inc. dba Humanitru, estimated total contract value cost $137,000, May 27, 2026 through May 26, 2029. ADOPTED by the Trustees of the Oklahoma City Zoological Trust and signed by its Chairperson this day of , 2026. ATTEST: By: Trust Secretary Chairperson REVIEWED for form and legality. Assistant Municipal Counselor Page 227 of 272 PROFESSIONAL SERVICES AGREEMENT This Professional Services Agreement (hereinafter “Agreement”) is entered into as of the effective date herein by and between Totem Systems, Inc. dba Humanitru (hereinafter referred to as “Services Provider”), and the Oklahoma City Zoological Trust, a public trust organized under the laws of the State of Oklahoma (hereinafter referred to as “Contracting Entity”). WITNESSETH: WHEREAS, on April 20, 2026, the Contracting Entity prepared a Request for Quotes (“RFQ”) seeking an Agreement for a Customer Relationship Management (“CRM”) Solution to support the Oklahoma City Zoo and Botanical Garden’s (“Zoo”) membership program; and WHEREAS, the Contracting Entity received four responses to the RFQ; however, only the Services Provider proposed a CRM Solution capable of direct integration with the Contracting Entity’s existing ticketing and membership platform (the “ACME”) without requiring material modification, replacement, or duplication of core business systems; and WHEREAS, alternative respondents to the RFQ would have required the Contracting Entity to adopt parallel systems, perform custom middleware development, or materially alter existing workflows, resulting in increased cost, operational risk, data fragmentation, and reduced continuity of member experience; and WHEREAS, the Services Provider represented itself in its response (“Quote”) as an expert in the field of Supporter Engagement Platform and integration services with skilled professionals ready, willing, able, and capable of timely providing the services requested and required by the Contracting Entity; and WHEREAS, Contracting Entity retains Services Provider to provide professional services as an independent contractor; and WHEREAS, based upon the representations, guarantees, and warranties expressed by the Services Provider in the Quote, the Contracting Entity selected and entered this Agreement with the Services Provider; and WHEREAS, the Services Provider agrees to provide Contracting Entity all services, in accordance with the standards exercised by experts in the field, necessary to provide the Contracting Entity services, products, solutions and deliverables that meet all the purposes and functionality requested or described in the Quote and in this Agreement. NOW, THEREFORE, for and in consideration of the above premises and the mutual covenants set forth herein, the Contracting Entity and Services Provider hereby mutually agree as follows: Humanitru Page 1 Page 228 of 272 1. THE PROFESSIONAL SERVICES AGREEMENT A. Performance. Subject to the terms and conditions of this Agreement, Contracting Entity retains Services Provider, as an independent contractor, to perform and deliver all services, products, solutions, and deliverables (collectively, the “Services”) described in the Quote, Statement of Work, and this Agreement. Services Provider shall perform the Services in a timely, diligent, and workmanlike manner, in accordance with the standards exercised by qualified experts in the applicable field. All Services shall meet the purposes and functionality expressly stated in, or reasonably inferred from, this Agreement, the Quote, and any Statement of Work, and shall be complete, accurate, fully functional, and fit for their intended purpose. Services Provider shall, at its sole cost and expense, promptly correct any nonconforming Services. 2. ENTIRE AGREEMENT A. This Agreement, the Quote and Attachments constitute the entire understanding and agreement of the Parties upon the subject matter hereof. There is no agreement, oral or otherwise, which is not contained in or attached to this Agreement. No additional or conflicting terms, including those contained in any invoice, proposal, website, click-through agreement, or other document issued by Services Provider, shall be binding unless expressly agreed to in a written amendment signed by both Parties. B. Counterparts. This Agreement may be executed in multiple copies, each of which shall be deemed to be an original, but all of which shall constitute one and the same agreement. C. Validity. The invalidity or unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any other provisions of the same, which other provisions shall remain in full force and effect. 3. ORDER OF PRECEDENCE A. Attachments. If there is a conflict in language, terms, conditions, or provisions, in this Agreement or in any Attachment herein, then the text of this Agreement, shall govern and control over any conflicting language, term, condition, or provision in any Attachment. As among the Attachments, any conflict in the language, terms, conditions, or provisions shall be governed in the following order of priority and precedence: i. Attachment “A” (“Scope of Services, Products, Solutions and Deliverables”) ii. Attachment “B” (“Schedule of Fees”) iii. Attachment “C” (“Service Level Agreement (SLA)”) iv. Attachment “D” (“Insurance”) v. Attachment "E” (“Accessibility Commitment and Remediation Plan”) Humanitru Page 2 Page 229 of 272 vi. Attachment "F” (“Services Provider’s Quote”) 4. NOTICES A. Notice to Contracting Entity. Any notice, request, demand or other communication required or permitted must be in writing and must be delivered by notice to: Oklahoma City Zoo and Botanical Garden Attn: Dwight Lawson, Executive Director/CEO dlawson@okczoo.org 2000 Remington Place Oklahoma City, Oklahoma 73111 B. Notice to Services Provider. All notices and payments will be sent to: Totem Systems, Inc. dba Humanitru Attn: Megan Newman, Chief Operating Officer megan@humanitru.com 1717 E Cary St. Richmond, VA 23223 5. TERM AND RENEWALS A. The term of this Agreement shall be for three (3) years. The effective date is the date upon the last party to sign, which is the date this Agreement is to be approved by the Contracting Entity (“Effective Date”). B. This Agreement shall not automatically renew. Contracting Entity may, at its sole option, renew this Agreement for one (1) additional term of three (3) years, subject to a written renewal agreement executed by both Parties. C. Contracting Entity may, but is not obligated to, provide written notice of its intent to renew at least ninety (90) days prior to the expiration of the then-current term. Such notice shall be non-binding. D. Unless otherwise agreed in writing, all renewal terms shall be on the same terms and conditions, including pricing. E. In the event Services continue after expiration without a formal renewal, such Services shall be provided on a month-to-month basis under the same terms and conditions, and may be terminated by Contracting Entity at any time upon written notice. 6. NO AMENDMENT A. This Agreement may not be modified, amended, altered, or supplemented except by a written amendment expressly identified as such and executed by authorized representatives of both Parties. B. No course of dealing, course of performance, usage of trade, or failure to enforce any provision shall be deemed to modify or amend this Agreement. Humanitru Page 3 Page 230 of 272 C. No additional or conflicting terms, including those contained in any invoice, proposal, purchase order, website, click-through agreement, Service Provider terms of use, or other document issued by Services Provider, shall be binding unless expressly agreed to in a written amendment in accordance with this Section. D. For the avoidance of doubt, no amendment or modification shall limit, waive, or otherwise affect (i) Contracting Entity’s rights to withhold payment, offset amounts, or dispute invoices, (ii) Services Provider’s obligations to meet applicable Service Level Agreements, or (iii) any remedies available to Contracting Entity for failure to meet such Service Level Agreements or performance requirements, unless such waiver or modification is expressly stated in a written amendment executed by authorized representatives of both Parties. 7. RETENTION OF SERVICES PROVIDER AND SCOPE OF WORK A. Services Provider is solely responsible for the acts, omissions, and performance of its employees, agents, contractors, and subcontractors (collectively, the “Services Provider’s Project Team”) and shall remain fully liable for all Services performed under this Agreement. Services Provider shall ensure the timely, complete, and fully conforming performance of the Scope of Services and the provision of all Products, Solutions, and Deliverables as defined in Attachment “A.” No failure or delay in performance shall be excused by staffing issues, personnel changes, or reliance on subcontractors. B. Services Provider shall ensure that the Services Provider’s Project Team fully understands and is capable of executing the Scope of Services, Products, Solutions, and Deliverables, and the Contracting Entity’s goals and intended purposes. Services Provider shall be solely responsible for adequately staffing, training, instructing, and managing its Project Team to ensure full and timely performance of all obligations under this Agreement. C. Contracting Entity reserves the right to require the removal or replacement of any personnel or subcontractor performing Services under this Agreement whose performance is unsatisfactory or who poses a risk to the successful performance of the Services. Services Provider shall promptly comply with any such request at no additional cost. 8. UPGRADES AND SUBSTITUTIONS A. During the performance of this Agreement, if any Service, Product, Solution, or Deliverable during the term of this Agreement, then the newer Service, Solution, Product or Deliverable will be substituted upon the direction and approval of the Contracting Entity’s Contract Administrator, or their written designee, and provided and implemented by Services Provider for no increase in costs or fees. 9. DATA OWNERSHIP AND RETURN OF DATA TO CONTRACTING ENTITY A. All records, data, files, and information provided to or generated by Services Provider on behalf of Contracting Entity, including all metadata, configurations, logs, and associated materials, and the media on which they are stored Humanitru Page 4 Page 231 of 272 (collectively, “Contracting Entity Data”), are and shall remain the exclusive property of the Contracting Entity. Services Provider shall have no ownership rights and may assert no lien or claim against any Contracting Entity Data. B. Upon request at any time during the term, and in all events within thirty (30) days following termination or expiration of this Agreement, Services Provider shall, at its sole cost and expense, deliver to Contracting Entity a complete and current copy of Contracting Entity Data in a mutually agreed, industry-standard, machine-readable format, including all metadata, relational data structures, and documentation necessary to meaningfully access and use the data. Contracting Entity shall retain the right to withhold payment of disputed amounts, and such dispute shall not delay or impair Services Provider’s data return obligations. Services Provider shall provide reasonable transition assistance, including data extraction, mapping, and technical support necessary to facilitate migration to another system. Services Provider shall also provide read-only system access for a minimum of sixty (60) days following delivery of the data to allow for verification and transition. C. Following confirmation of data receipt, Services Provider shall permanently delete all Contracting Entity Data from its systems, including all backups, archives, and systems under its control or the control of its subcontractors, except as required by applicable law. Services Provider shall certify such deletion in writing upon request. 10.DATA BREACH A. For purposes of this Agreement, a “Data Breach” means any actual or reasonably suspected unauthorized access to, acquisition of, disclosure of, loss of, or inability to access Contracting Entity Data, whether accidental or unlawful. B. The Services Provider will notify the Contracting Entity’s Chief Technology Officer (CTO) at IT-Security@okczoo.org within twenty-four (24) hours of a possible or confirmed data breach or unauthorized access of Contracting Entity’s data. C. Services Provider shall immediately take all necessary actions to contain, mitigate, and remediate the Data Breach and prevent any further unauthorized access. Services Provider shall provide full cooperation and access to all relevant information, systems, logs, and personnel necessary for Contracting Entity to investigate and respond to the incident. D. Services Provider shall provide written incident reports, including (i) a detailed description of the nature and scope of the Data Breach, (ii) the categories and volume of affected data, (iii) root cause analysis, (iv) corrective and preventive actions taken, and (v) ongoing mitigation status. Contracting Entity shall receive daily updates until the Data Breach is fully resolved. Humanitru Page 5 Page 232 of 272 E. Services Provider shall be solely responsible for all costs and expenses arising from or related to any Data Breach caused in whole or in part by Services Provider, including but not limited to costs of investigation, remediation, notification, credit monitoring, regulatory fines or penalties, legal fees, and any third-party claims. F. No limitation of liability, disclaimer, or other provision of this Agreement shall limit Services Provider’s obligations under this Section. Contracting Entity’s rights to indemnification, payment withholding, and other remedies shall apply in full. G. Services Provider shall not make any public statements or notify third parties regarding a Data Breach that would include mentioning the Contracting Entity without prior written approval of Contracting Entity, unless required by law. 11.NO EXTRA CLAIMS A. No claims for extra service, product, solution, or deliverables of any kind or nature or character shall be recognized or paid by or be binding upon the Contracting Entity unless such services, product, solution, or deliverable is first requested and approved in writing by the Contracting Entity through an Amendment to the Agreement. B. Services Provider assumes all risk for performing any work not so approved and shall not be entitled to any compensation, reimbursement, or equitable adjustment for such work, regardless of whether such work was requested informally, implied, or deemed necessary by Services Provider. C. No course of dealing, oral instruction, email communication, or other informal authorization shall modify this requirement. D. Contracting Entity shall have the right to withhold payment for any unapproved services, products, solutions, deliverables, costs, or expenses, and such withholding shall not constitute a breach of this Agreement. 12.INDEPENDENT CONTRACTOR STATUS A. The Parties acknowledge and agree that Services Provider is and shall at all times act as an independent contractor. Nothing in this Agreement shall be deemed to create any agency, employment, partnership, joint venture, or other business relationship between the Parties. B. Services Provider shall have no authority to bind, represent, or obligate Contracting Entity in any manner, and shall not hold itself out as having such authority. C. Services Provider shall be solely responsible for all compensation, wages, benefits, taxes, insurance, and other obligations with respect to its employees, agents, contractors, and subcontractors, and Contracting Entity shall have no responsibility or liability for the same. D. Services Provider retains sole control over the manner and means by which the Services are performed, subject to the requirements of this Agreement. E. Services Provider may perform services for other clients, provided such activities do not conflict with its obligations under this Agreement. Humanitru Page 6 Page 233 of 272 13.INSURANCE A. See Attachment “D” (“Insurance”). 14.COMPENSATION A. Compensation for all Services, Products, Solutions, and Deliverables shall be as set forth in Attachment “B” (“Schedule of Fees”). No amounts shall be due or payable except as expressly set forth in Attachment “B” or as otherwise approved in writing through an amendment in accordance with this Agreement. B. Services Provider shall submit invoices in accordance with the Schedule of Fees and only for Services, Products, Solutions, and Deliverables that have been properly performed and, where applicable, accepted by Contracting Entity. Unless otherwise specified, payment terms shall be net thirty (30) days from receipt of a complete and accurate invoice. C. Contracting Entity reserves the right to review, dispute, or reject any invoice, in whole or in part. Contracting Entity may withhold payment for any amounts that are disputed, associated with nonconforming Services, or otherwise not in compliance with this Agreement, without penalty or interest. D. No payment shall constitute acceptance of any Services, Products, Solutions, or Deliverables, nor shall it waive any rights or remedies of Contracting Entity under this Agreement. E. Services Provider shall not be entitled to any compensation, reimbursement, or adjustment for additional or extra work except as expressly approved in advance in accordance with Section 11 (No Extra Claims). F. No late fees or interest shall apply to disputed amounts. G. All payments to Services Provider pursuant to this Agreement shall be due and payable in the State of Oklahoma, even if services of Services Provider are performed outside the State of Oklahoma. 15.TERMINATION AND STOP WORK A. This Agreement shall terminate when Agreement expires unless terminated by convenience or with cause. B. The Contracting Entity’s Contract Administrator (Zoo Executive Director/CEO) or designee is hereby authorized to issue notices of termination or suspension on behalf of the Contracting Entity. This Agreement can be terminated, with or without cause, upon written notice, at the option of the Contracting Entity. C. Termination for Convenience. Upon receipt of a notice of termination for the convenience from the Contracting Entity, Services Provider shall: i. Immediately discontinue all services and activities, unless the notice directs otherwise. ii. Contracting Entity shall pay Services Provider only for Services properly performed and accepted prior to the effective date of termination, in Humanitru Page 7 Page 234 of 272 accordance with this Agreement. Services Provider shall not be entitled to any other compensation, including lost profits or unperformed work. iii. Services Provider shall provide reasonable transition assistance, including transfer of knowledge, systems, and materials, at no additional cost, to ensure continuity of operations. iv. The Contracting Entity shall pay Services Provider for completed services after receipt of properly documented and completed invoices, up to the time of the notice of termination for convenience, in accordance with the terms, limits and conditions of this Agreement. Thereafter, the Contracting Entity shall have no further liability under this Agreement to Services Provider and Services Provider shall have no further obligations to the Contracting Entity. v. Termination herein shall not terminate or suspend any warranty, indemnification, insurance, or confidentiality required to be provided by Services Provider under this Agreement. D. Termination for Cause. Upon notice of termination for cause from the Contracting Entity: i. Services Provider shall only be entitled to payment for Services properly performed and accepted prior to termination, less any damages, costs, or expenses incurred by Contracting Entity as a result of Services Provider’s breach. ii. The Contracting Entity may hold any outstanding payments for prior completed services, products, solutions, deliverables, costs and/or expenses and any retainage as security for payment of any costs, expenses, or damages incurred by the Contracting Entity by reason of Services Provider’s breach and/or other cause. Provided, however, upon notice of termination for cause, Services Provider shall deliver to the Contracting Entity all Services, products, solutions and deliverables also including, but limited to, all documents, data, drawings, specifications, reports, calculations, field notes, tracings, plans, models, computer files, estimates, summaries and other information and materials accumulated or created in performing this Agreement, whether complete or incomplete, unless the notice directs otherwise. iii. Except in cases involving data breach, security failure, fraud, or material risk to operations, Services Provider shall have ten (10) days to cure any breach after written notice before termination for cause may be exercised. iv. The rights and remedies of the Contracting Entity provided in this paragraph are in addition to any other rights and remedies provided in equity, by law, or under this Agreement. Termination herein shall not terminate or suspend any warranty, indemnification, insurance, or Humanitru Page 8 Page 235 of 272 confidentiality required to be provided by Services Provider under this Agreement. E. Stop Work/Suspension. Upon notice to Services Provider, the Contracting Entity may issue a stop work order(s) suspending any services, performances, work, products, deliverables, or solutions under this Agreement. i. Any stop work order shall not terminate or suspend any warranty, indemnification, insurance, or confidentiality required to be provided by Services Provider under this Agreement. In the event the Contracting Entity issues a stop work order to Services Provider, the Contracting Entity will provide a copy of such stop work order to Services Provider. ii. Upon receipt of a stop work order issued by the Contracting Entity, Services Provider shall suspend all work, services and activities except such work, services, and activities expressly directed by the Contracting Entity in the stop work order. iii. Upon notice to Services Provider, this Agreement, and any or all work, services, and activities thereunder, may be suspended up to thirty (30) days by the Contracting Entity, without cause and without cost to Contracting Entity; provided however, Services Provider shall be entitled to an extension of all subsequent deadlines for a period equal to the suspension periods for those suspended work, services, and activities only iv. Services Provider shall not be entitled to any stand-by, delay, demobilization, remobilization, or similar costs arising from any suspension or stop work order issued by Contracting Entity. v. The Contracting Entity may terminate this Agreement in whole or in part, including specific Services, deliverables, or Statements of Work. vi. All termination rights under this Section are subject to Services Provider’s obligations under Section 9 (Data Ownership and Return of Data). 16.TAXES AND FEES A. Services Provider shall pay all applicable taxes, charges, and fees charged by a governmental entity and on its behalf. The Services Provider will obtain all applicable permits, licenses, patents, copyrights, permissions and authorization to provide services, products, solutions and deliverables at the Services Provider’s expense. B. All fees set forth in this Agreement shall be inclusive of all such costs and expenses, and Services Provider shall not pass through any additional taxes, surcharges, or fees to Contracting Entity except for those taxes that are legally required to be paid directly by Contracting Entity. C. Services Provider shall be responsible for any penalties, fines, costs, or damages resulting from its failure to comply with applicable tax obligations, licensing requirements, or regulatory requirements. 17.PATENTS AND LICENSES Humanitru Page 9 Page 236 of 272 A. Services Provider shall obtain all patents, permits, licenses and any other permissions required to provide all services, products, solutions and deliverables and for use of all services, products, solutions and deliverables by the Contracting Entity. B. To the extent that the Services Provider has infringed on any patent, copyright, license or illegally transferred a patent or license related to all services, products, solutions or deliverables provided to the Contracting Entity, the Services Provider agrees to indemnify and hold harmless the Contracting Entity, also including any of Contracting Entity’s employees, the purchasing agent and assistants from all costs, damages, expenses, suits and actions of every nature and description brought because of, or for the use of, patented, copyright protected, or licensed appliances, products, or processes or violation of or failure to obtain such permission, license, copyright, or patent permission or right. C. The Services Provider shall pay for and provide all licenses, copyright, royalties, fees and charges which are legal and equitable and evidence of such payment or satisfaction must be submitted by Services Provider upon request of the Contracting Entity, as a necessary requirement in connection with the execution and performance of any Agreement in which patented, copyrighted or licensed appliances, solutions, deliverables, services, products, or processes are to be used and to transfer such rights and licenses to the Contracting Entity. All such costs and expenses must be included in the compensation in Attachment “B”. Any cost or expense not expressly included in Attachment "B” shall be deemed incidental and included in other compensation. D. The Services Provider shall be responsible for paying all the Contracting Entity’s legal costs and fees incurred by any such action related to the failure of Services Provider to provide necessary permissions, rights, patents, copyrights and licenses. 18.WARRANTIES A. Services Provider warrants that all services, products, solutions and deliverables performed or provided under this Agreement shall be performed consistent with generally prevailing professional standards and expertise. Services Provider shall maintain during this Agreement said standard of care, expertise, skill, diligence and professional competency for any and all such services, products, solutions and deliverables. Services Provider agrees to require all members of the Services Provider’s Project Team and any contractor or subcontractor to provide all services, products, solutions and deliverables at said same standard of care, expertise, skill, diligence and professional competence required of Services Provider. B. Contracting Entity’s initial remedy for any breach of the above warranty shall be to permit Services Provider one additional opportunity to perform the services, or Humanitru Page 10 Page 237 of 272 provide the products, solutions and deliverables without additional cost to Contracting Entity within thirty (30) calendar days. If Services Provider cannot perform the services, or provide the products, solutions and deliverables according to the standards and requirements set forth in this Agreement within thirty (30) calendar days of the original performance date, or the date of discovery of the breach, the Contracting Entity shall be entitled to recover any and all fees and compensation paid to the Services Provider and any costs or damages included by the Contracting Entity. C. The Services Provider also acknowledges and agrees to provide all express and implied warrants required or provided for by Oklahoma statutory and case law. These warranties are in addition to other warranties provided in or applicable to this Agreement and may not be waived by any other provision, expressed or implied, in this Agreement or in any Attachment hereto. 19.INDEMNIFICATION A. Services Provider shall indemnify, defend, and hold harmless the Contracting Entity and its officers, employees, directors, agents, and representatives from and against any and all claims, demands, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees and costs of investigation) arising out of or relating to: I. Any act or omission of Services Provider or its Project Team; II. Any breach of this Agreement; III. Any violation of applicable law, regulation, or ordinance; IV. Any infringement or alleged infringement of intellectual property rights; V. Any unauthorized access to or disclosure of Contracting Entity Data, including data breaches or security incidents; and VI. Any damage to property or injury to persons caused by Service Provider. B. Services Provider shall assume control of the defense of any claim subject to indemnification, provided that such defense is conducted by qualified counsel reasonably acceptable to Contracting Entity. Contracting Entity shall have the right to participate in the defense with counsel of its choosing at its own expense. Services Provider shall not settle any claim without the prior written consent of Contracting Entity if such settlement (i) imposes any liability or obligation on Contracting Entity, or (ii) includes any admission of fault or wrongdoing by Contracting Entity. C. Services Provider shall pay all costs of defense and indemnification obligations as they are incurred and shall not delay payment pending resolution of the claim. D. The obligations set forth in this Section shall not be limited by any limitation of liability or exclusion of damages provision in this Agreement and shall survive termination or expiration of this Agreement. 20.CONFIDENTIALITY Humanitru Page 11 Page 238 of 272 A. “Confidential Information” means all non-public, proprietary, or sensitive information disclosed by or on behalf of Contracting Entity to Services Provider, whether in oral, written, electronic, or other form, including but not limited to data, records, business operations, security practices, systems, technology, and personal information. B. Services Provider shall use Confidential Information solely for the purpose of performing its obligations under this Agreement and shall not use such information for its own benefit or for the benefit of any third party. C. Services Provider shall not disclose Confidential Information to any third party without the prior written consent of Contracting Entity, except to its Project Team members who have a need to know and who are bound by written confidentiality obligations no less restrictive than those contained herein. D. Services Provider shall protect Confidential Information using at least the same degree of care it uses to protect its own confidential information, but in no event less than a commercially reasonable standard of care consistent with industry best practices. E. The obligations of this Section shall not apply to information that (i) is or becomes publicly available through no fault of Services Provider; (ii) was lawfully known to Services Provider prior to disclosure; or (iii) is independently developed without use of Confidential Information. F. Upon termination or request, Services Provider shall return or destroy all Confidential Information in accordance with Section 9 (Data Ownership and Return of Data). G. Services Provider shall immediately notify Contracting Entity of any unauthorized use or disclosure of Confidential Information in accordance with Section 10 (Data Breach). H. Services Provider acknowledges that unauthorized use or disclosure of Confidential Information may cause irreparable harm to Contracting Entity, for which monetary damages may be inadequate, and therefore Contracting Entity shall be entitled to seek injunctive relief in addition to any other remedies available at law or in equity. I. The obligations under this Section shall survive termination or expiration of this Agreement and shall not be limited by any limitation of liability or exclusion of damages provision in this Agreement. 21.COMPLIANCE WITH DIGITAL ACCESSIBILITY STANDARDS A. The Parties acknowledge that the Services Provider’s platform is an internal, staff-facing administrative tool used exclusively by Contracting Entity employees and authorized personnel, and is not a constituent-facing or public-facing digital service. Notwithstanding the platform’s internal use, Services Provider shall use commercially reasonable efforts to design, develop, and maintain its platform in Humanitru Page 12 Page 239 of 272 substantial conformance with Web Content Accessibility Guidelines (WCAG) 2.1 Level AA, or a more recent version of WCAG as may become the prevailing industry standard during the term of this Agreement. Nothing in this Section shall be construed to waive or limit any obligation either Party may have under applicable federal, state, or local law, including without limitation the Americans with Disabilities Act and Section 504 of the Rehabilitation Act. B. Services Provider represents that it has conducted an internal accessibility assessment of its platform, has identified known areas requiring remediation, and maintains an active accessibility roadmap. The Parties expressly agree that the absence of a completed Voluntary Product Accessibility Template (VPAT) as of the Effective Date shall not constitute a breach of this Agreement or a condition precedent to execution or performance. Services Provider shall continue to advance its accessibility roadmap throughout the term of this Agreement and shall, upon written request by Contracting Entity (not more than once per twelve (12) month period), provide a written summary of (i) the platform’s then-current accessibility status, (ii) material remediation activities completed since the last report, and (iii) planned remediation activities for the upcoming period. In the event Contracting Entity identifies a specific accessibility barrier that materially impacts a user’s ability to perform essential job functions using the platform, Services Provider shall, at no additional cost to Contracting Entity, work in good faith with Contracting Entity to identify and implement a reasonable accommodation or workaround within a commercially reasonable timeframe, and shall prioritize remediation of such issue within its product roadmap. Services Provider shall use commercially reasonable efforts to complete a formal VPAT during the term of this Agreement and shall provide a copy to Contracting Entity upon completion. 22.COMPLIANCE WITH APPLICABLE LAWS A. Services Provider shall comply with all applicable federal, state, local laws, ordinances and regulations, also including Title VI of the Civil Rights Act of 1964 and all provisions of 42 U.S.C. §§ 2000d, et seq relating to the performance of services, products, solutions and deliverables. B. Services Provider is by law deemed to know the law and its application to Contracting Entity, the proposal process, and agreements and transactions with the Contracting Entity. C. Upon request, the Services Provider shall provide the Contracting Entity with reports or proof of compliance. This includes, but is not limited to, documentation of permits, license, training efforts, and any relevant certifications. The Services Provider shall maintain accurate records of its compliance efforts and make such records available for inspection by the Contracting Entity. 23.VENUE AND GOVERNING LAW Humanitru Page 13 Page 240 of 272 A. This Agreement shall be governed by the laws of the State of Oklahoma, and the Parties agree that the venue for any dispute will only be a state or federal court in Oklahoma County, Oklahoma. 24.NO WAIVER A. No delay or failure by either party in exercising any right, power, or remedy under this Agreement shall operate as a waiver of any such right, power, or remedy. No waiver of any provision of this Agreement shall be effective unless made in writing and signed by the party waiving such provision. A waiver of any breach or default under this Agreement shall not be construed as a waiver of any subsequent breach or default, whether of the same or a different nature. 25.NO ASSIGNMENT A. This Agreement may not be assigned unless approved in writing and signed by both Parties. 26.TIME IS OF THE ESSENCE A. Both the Contracting Entity and Services Provider expressly agree that time is of the essence with respect to this Agreement, and the time for performance of each task and milestone shall be made a part of this Agreement and shall be strictly observed and enforced. Any failure on the part of the Contracting Entity to timely object to the time of performance shall not waive any right of the Contracting Entity to object at a later time. 27.DESCRIPTIVE HEADINGS A. The descriptive headings herein are inserted for convenience of reference only and are not intended to be part of or to affect the meaning or interpretation of this Agreement. 28. ANTI-ENERGY DISCRIMINATION 74 O.S. § 12002(A) A. If Services Provider has ten (10) or more full-time employees and this Agreement has a value of $100,000 or more that is to be paid wholly or partly from public funds, the Services Provider hereby certifies and verifies that its company does not boycott energy companies and will not boycott energy companies during the term of this Agreement. B. For purposes of this Agreement, the term “company” shall mean a for-profit sole proprietorship, organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, or limited liability company, including a wholly owned subsidiary, majority-owned subsidiary, parent company, or affiliate of those entities or business associations, that exists to make a profit. C. The term “boycott energy company” shall mean “without an ordinary business purpose, refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations with a company because the company (a) engages in the exploration, production, utilization, transportation, sale, or manufacturing of Humanitru Page 14 Page 241 of 272 fossil-fuel-based energy and does not commit or pledge to meet environmental standards beyond applicable federal and state law, or (b) does business with a company that engages in exploration, production, utilization, transportation, sale or manufacturing of fossil-based energy and does not commit or pledge to meet environmental standards beyond applicable federal and state law. 29.NON-DISCRIMINATION STATEMENT A. The Services Provider agrees, in connection with the performance of work under this Agreement: i. That the Services Provider will not discriminate against any employee or applicant for employment, because of race, creed, color, sex, age, national origin, ancestry, disability and any class protected pursuant to federal and/or state law. The Services Provider shall take affirmative action to ensure that employees are treated without regard to their race, creed, color, age, national origin, sex, ancestry, disability or any other federally protected or state-protected class. Such actions shall include, but not be limited to, the following: employment, promotion, demotion or transfer, recruitment, advertising, lay-off, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship. ii. The Services Provider agrees to post, in a conspicuous place available to employees and applicants for employment a copy of this Non-Discrimination Statement and that the Services Provider agrees to include a copy of this non-discrimination requirement in any subcontracts connected with the performance of this Agreement. iii. In the event of the Services Provider’s non-compliance with the above non-discrimination requirement, this Agreement may be canceled or terminated by the Contracting Entity. The Services Provider may be declared by the Contracting Entity ineligible for further Agreement[s] with the Contracting Entity until satisfactory proof of intent to comply is made by the Services Provider. 30.NON-COLLUSION STATEMENT A. I certify that: i. I am authorized to represent the Services Provider and confirm no collusion or improper conduct occurred regarding this Agreement or acquisition. ii. I am fully aware of all facts related to this Agreement and have been directly involved in its preparation. iii. Neither the business entity that I represent nor anyone under its control has: a. Engaged in collusion to restrict competition or fix bids; Humanitru Page 15 Page 242 of 272 b. Colluded with state officials or employees regarding contract terms; or c. Exchanged money or favors for special consideration in the prospective contract. B. I certify, if awarded the contract, whether competitively bid or not, neither the business entity represents nor anyone subject to the business entity’s direction or control, has or will pay, give, or donate money or anything of value, directly or indirectly, to any state officer or employee to procure this contract. 31.OKLAHOMA OPEN RECORDS ACT AND CONFIDENTIAL INFORMATION A. All “records”, as defined by the Oklahoma Open Records Act, 51 O.S. § 24A.1, et seq. (the “Act”), which are in connection with the transaction of public business, the expenditure of public funds, or the administration of public property, and that are in the custody, control, or possession of public officials, public bodies, or their representatives, are potentially subject to inspection, copying, and/or mechanical reproduction. The purpose of the Act is to ensure and facilitate the public’s right of access to and review of government records so they may efficiently and intelligently exercise their inherent political power. Except where state or federal statutes create a specific exemption or confidential privilege, persons and entities who submit information to public bodies have no right to keep the record from public access nor have a reasonable expectation that the record will be kept from public access. B. If Services Provider believes that a record is exempt or confidential under a specific Oklahoma or federal statute, and therefore not subject to public access under the Oklahoma Open Records Act, Services Provider must comply with the following: i. Place said portion of the submission in a separate electronic file attachment marked “Confidential.” DO NOT label the entire record “Confidential.” Label only those records, or portions thereof, that are expressly protected from disclosure by Oklahoma or federal law. For each portion of the record for which an exemption or a confidential privilege is claimed, Services Provider must clearly identify on that record at the time of submittal a copy of a court order ruling the record is not subject to release under federal or Oklahoma law, or the specific federal and/or Oklahoma law that created said privilege, e.g., for trade secrets, see 21 O.S. § 1732 (Larceny of Trade Secrets) and the Uniform Trade Secrets Act, 78 O.S. §§ 85, et seq. C. Failure to clearly identify the record or any part of the record as “Confidential” will be interpreted as the record NOT being exempt from the Act and therefore subject to public access. Should an Open Records request be presented for a record identified as “Confidential,” Services Provider will be responsible for Humanitru Page 16 Page 243 of 272 timely justifying the confidentiality claim and attaining protection from a court of competent jurisdiction, state or federal, in Oklahoma County, Oklahoma. Services Provider will be notified upon receipt of an Open Records Request to access the records identified as “Confidential in accordance with this policy.” It is Services Provider’s responsibility to timely initiate an action in a court of competent jurisdiction to enforce Services Provider’s rights. The requested records will be released if Services Provider fails to timely bring an action to enforce your rights within seven (7) calendar days of notice. Services Provider must provide the City or its Trust from which the record has been requested notice of that action. By your submission of records, Services Provider is granting the rights stated herein. Humanitru Page 17 Page 244 of 272 Note: The owner or an authorized officer or agent of the Services Provider must sign this document. A Letter of Authorization is required for any signatory other than the individual Services Provider, owner of a sole proprietorship, or an officer whose authority is established by law. For instance, if a Salesman signs this Professional Services Agreement, a Letter of Authorization is required. Humanitru Services Provider’s Name Sean Groleau VP of Sales Print Name of Services Provider’s Authorized Officer or Agent Title 5/20/2026 Signature of Services Provider’s Authorized Officer or Agent Date 1717 E Cary St Richmond VA 23223 Services Provider’s Address City State Zip Code 571- 926-0367 sgroleau@humanitru.com Services Provider’s Telephone Number Email Humanitru Page 18 Page 245 of 272 APPROVED by the Trustees of the Oklahoma City Zoological Trust and signed by its Chairperson this day of , 2026. ATTEST: By: Trust Secretary Chairperson REVIEWED for form and legality. Assistant Municipal Counselor Humanitru Page 19 Page 246 of 272 Attachments The following Attachments are incorporated by reference into this Professional Services Agreement by and between the Contracting Entity and Services Provider and shall have priority and precedence in the following order. The Attachments include: Attachment “A” (“Scope of Services, Products, Solutions and Deliverables”) Attachment “B” (“Schedule of Fees”) Attachment “C” (“Service Level Agreement (SLA)”) Attachment “D” (“Insurance”) Attachment “E” (“Accessibility Commitment and Remediation Plan”) Attachment “F” (“Services Provider’s Quote”) Humanitru Page 20 Page 247 of 272 Attachment "A” (“Scope of Services, Products, Solutions and Deliverables”) Description of Services The system provides a centralized platform for managing supporter, member, donor, and constituent data, including contact information, memberships, transactions, and engagement history. It integrates with the Zoo’s existing ticketing and membership system (ACME) to ensure consistency and accuracy of records, transactions, and entitlements across systems. The platform also supports connection to the Zoo’s communication tools to facilitate outreach related to programs, events, promotions, and other engagement activities. Standard and configurable reporting capabilities provide leadership and staff with the information needed to support operations, development activities, and organizational decision-making. Subscription ● Humanitru CRM o Included ● Humanitru Transaction Fee o Only applies to transactions made through Humanitru Fundraising o Transaction fee is a 2% fee applied to payments processed through Humanitru's native online donation or membership pages. It is separate from, and in addition to, standard credit card or payment processor fees, and covers the hosting, platform infrastructure, and technical overhead associated with operating those pages. ● Active Constituent Count o Up to 30,000 active constituents o Active Constituents are defined as any donor or member who has made a donation or membership payment within the previous thirty-six (36) months, whether online or offline. o Pricing tiers are based on the active constituent count provided by the Customer. During implementation, if the Customer’s active constituent count exceeds the quoted pricing tier by more than 100 active constituents, the Customer will be referred back to the Account Executive for pricing review, and the migration may be paused until revised pricing is agreed upon by Amendment. o Following implementation, if the Customer’s active constituent count exceeds the quoted pricing tier at any time, Services Provider must notify the Contracting Entity. An Amendment to the Agreement shall be executed if a new tier is required. ● Records in database o Unlimited ● Estimated total records Humanitru Page 21 Page 248 of 272 o 150,000 ● Number of users o Unlimited ● Donation pages o Unlimited ● Membership Management/Pages o Unlimited ● Donor Insights o Included ● Stewardship Automation- 10 Touchpoints o Included o Touchpoint is an automated engagement workﬂow within the Humanitru platform that initiates communications or tasks with Constituents based on deﬁned conditions and events within the system. Each Touchpoint may include automated actions such as email, SMS, handwritten cards, or internal tasks designed to support stewardship, engagement, and fundraising workﬂows. The subscription includes the number of Touchpoints speciﬁed in this quote. ● 3 Smart Automations o Included o Humanitru Smart Automations are custom scripts written to automate workﬂows, tag/campaign assignments, custom ﬁelds, etc. Integrations ● Services Provider will integrate with the Contracting Entity’s current ticketing software ACME Ticketing. Statement of Work See Exhibit 1 Attached. Humanitru Page 22 Page 249 of 272 Exhibit “1” (“Statement of Work”) Attached. Humanitru Page 23 Page 250 of 272 STATEMENT OF WORK Humanitru Implementation & Integration Services Customer Oklahoma City Zoo Vendor Humanitru Document Type Statement of Work (SOW) Prepared By Humanitru Team 1. Overview This Statement of Work ("SOW") is entered into between Humanitru and Oklahoma City Zoo ("Customer"). It defines the scope of services, deliverables, timeline, and responsibilities for the implementation of the Humanitru platform, including the configuration of the ACME ticketing integration and Constant Contact integration. 2. Purpose of Implementation Implementation is Oklahoma City Zoo's onboarding journey into Humanitru. The goal of this phase is to configure Humanitru to reflect how Oklahoma City Zoo intends to manage and use its data, while preparing the organization for long-term success on the platform. Key principles guiding this engagement: • Implementation is customized to Oklahoma City Zoo, as every nonprofit structures its data differently. • The process ensures the system is configured to match the Zoo's naming conventions, workflows, and reporting needs. • This is a collaborative phase that requires active participation from Oklahoma City Zoo stakeholders. 3. Scope of Services Humanitru will deliver the following scope of services for Oklahoma City Zoo: Oklahoma City Zoo – Statement of Work | Page 1 of 5 Page 251 of 272 Scope Area Description Data Migration Bringing Oklahoma City Zoo's existing data into Humanitru, formatted and mapped according to the Zoo's specifications. Field Mapping & Mapping fields, naming conventions, and structures to reflect Configuration Oklahoma City Zoo's reporting needs and internal workflows. Revision Rounds Two targeted revision rounds to ensure data appears correctly and accurately in the new system. ACME Ticketing Integration Configuration and setup of the ACME ticketing integration with Humanitru to support ticketing-related data flow. Constant Contact Configuration and setup of the Constant Contact integration Integration to enable synchronized communication and engagement data. Data Cleaning Review CSM-led post-implementation training session on best practices for identifying duplicates, reviewing tags and campaigns, and maintaining clean data moving forward. Includes the Data Cleaning Best Practices Guide. System Launch (Go-Live) Transition of Oklahoma City Zoo onto the live Humanitru platform with system reflecting their internal structure and workflows. 3.1 Initial Data Conversion The initial data migration includes: • Bringing Oklahoma City Zoo's existing data into Humanitru. • Mapping fields and formatting to match the Zoo's specifications. • Addressing any mapping-related issues identified during revision cycles. • Ensuring the system reflects Oklahoma City Zoo's internal structure and workflows at the time of launch. The initial data conversion does NOT include: • Comprehensive standardization of all names, addresses, or formatting across the database. • Merging duplicate records across the entire database. • Correcting all phone numbers, email addresses, or other formatting issues. • Ongoing data maintenance or cleanup after go-live. Oklahoma City Zoo – Statement of Work | Page 2 of 5 Page 252 of 272 These activities are available through the optional Data Cleaning Package (see Section 6). 3.2 ACME Ticketing Integration As part of this engagement, Humanitru will support Oklahoma City Zoo in setting up the ACME ticketing integration with Humanitru. Services include: • Testing and validation of data flow between ACME and Humanitru. • Guidance on best practices for managing ticketing data inside Humanitru. Customer responsibilities: Oklahoma City Zoo is responsible for maintaining an active ACME account and providing the necessary credentials, access, and stakeholder availability required to complete the integration. 3.3 Constant Contact Integration Humanitru will support Oklahoma City Zoo in setting up the Constant Contact integration with Humanitru. Services include: • Configuration of the Constant Contact-to-Humanitru data connection. • Mapping of contact list and engagement data fields between the two platforms. • Testing and validation of synchronization. • Guidance on best practices for managing email engagement data inside Humanitru. Customer responsibilities: Oklahoma City Zoo is responsible for maintaining an active Constant Contact account and providing the necessary credentials, access, and stakeholder availability required to complete the integration. 3.4 Data Cleaning Review (Included) Following migration, a CSM-led Data Cleaning Review is included with this implementation. This session covers: • Identifying duplicates within Humanitru. • Reviewing tags, campaigns, and segmentation strategy. • Understanding data mismatches and how to resolve them. • Creating a maintenance cadence for ongoing data hygiene. Oklahoma City Zoo will also receive the Humanitru Data Cleaning Best Practices Guide to support ongoing self-service data management. 4. Timeline & Project Phases A standard Humanitru implementation takes 4 to 6 months on average, depending heavily on the responsiveness and availability of the customer. Timeline drivers include: • Speed of file submissions from Oklahoma City Zoo. • Turnaround time on data reviews and revision approvals. Oklahoma City Zoo – Statement of Work | Page 3 of 5 Page 253 of 272 • Availability for scheduled milestone meetings. • Complexity and existing structure of the data. • Third-party vendor responsiveness (ACME, Constant Contact) during integration setup. Estimated Project Phases Phase Estimated Duration Key Activities Kickoff & Discovery Weeks 1–3 Project kickoff, stakeholder alignment, data audit, and requirements gathering. Data Migration & Weeks 3–10 File submission, mapping, formatting, and Mapping initial migration into Humanitru. Integrations Setup Weeks 6–14 ACME ticketing and Constant Contact integration configuration, testing, and validation. Revision & Review Weeks 10–18 Revision rounds, customer review cycles, and system refinement. Training & Go-Live Weeks 18–24 Final training, Data Cleaning Review, system launch, and handoff to Customer Success. Note: The phases above reflect a typical implementation cadence. Actual phase durations may overlap and will be adjusted collaboratively based on project progress and customer responsiveness. 4.1 Expedited Implementations In specially approved circumstances, there is limited ability to expedite an implementation to accommodate hard cutoff dates. Expedited timelines must be individually approved by Chris Collins, VP of Customer Experience, to ensure sufficient sprint capacity to responsibly support a rushed implementation. Approval is granted only when Humanitru can guarantee quality without overextending CX or Implementation resources. 5. Roles & Responsibilities Humanitru Responsibilities • Provide a dedicated Implementation Manager and Customer Success Manager (CSM). • Execute data mapping, migration, and configuration activities as defined in Section 3. • Coordinate and complete connecting the ACME Ticketing and Constant Contact integrations. • Conduct revision rounds, testing, and validation activities. Oklahoma City Zoo – Statement of Work | Page 4 of 5 Page 254 of 272 • Lead the post-implementation Data Cleaning Review and provide training materials. • Communicate proactively on project status, milestones, and any potential timeline risks. Oklahoma City Zoo Responsibilities • Designate a primary project lead and key stakeholders for the implementation. • Provide existing data files in a timely manner and in agreed-upon formats. • Review and approve data mappings, configurations, and revisions within agreed-upon turnaround windows. • Provide active accounts, credentials, and access for ACME and Constant Contact as needed. • Attend scheduled project meetings and milestone reviews. • Participate in the Data Cleaning Review and any required training sessions. 6. Post-Launch Services (Optional) Once implementation is complete, Oklahoma City Zoo will transition into ongoing partnership with their assigned Customer Success Manager. The included Data Cleaning Review provides Oklahoma City Zoo with a foundation for good data hygiene. If, at the end of implementation, Oklahoma City Zoo determines that additional hands-on data cleanup support is needed, Humanitru offers the optional Data Cleaning Package as a separately purchased service. Through the Data Cleaning Package: • The CSM becomes an extension of Oklahoma City Zoo's team. • Humanitru performs ongoing reviews and hands-on cleanup work, identifying and fixing inconsistencies such as formatting errors, duplicates, and householding issues. • Oklahoma City Zoo receives a Data Health Report and regular check-ins to review results and plan next steps. This service is ideal for teams with limited staff capacity or complex historical data. It is not included in this SOW and may be added under a separate agreement. 7. Assumptions This SOW is based on the following assumptions: • Oklahoma City Zoo will provide timely access to data, systems, and stakeholders required to complete the work. • Existing ACME and Constant Contact accounts are active and accessible at the time of integration. • Scope changes, additional integrations, or expanded data cleanup work not described in this SOW will require a written change order. • Standard implementation timeline assumes responsive engagement from Oklahoma City Zoo throughout the project. Oklahoma City Zoo – Statement of Work | Page 5 of 5 Page 255 of 272 Attachment “B” (“Schedule of Fees”) Annual Subscription Fee ● 3 Year Subscription- up to 30,000 Active Constituents: o Year 1 - $45,406.67 o Year 2 - $45,406.67 o Year 3 - $45,406.67 ● For purposes of this Agreement, “Active Constituents” are defined as any donor or member who has made a donation or membership payment within the previous thirty-six (36) months, whether online or offline. No additional charges shall apply for exceeding this threshold without prior written approval from Contracting Entity. Constituent Overage Pricing ● In the event that the number of Active Constituents exceeds 30,000 during the term of this Agreement, additional fees shall apply only in increments of five thousand (5,000) Active Constituents. Each increment of up to five thousand (5,000) additional Active Constituents shall be billed at a rate of Five Thousand Dollars ($5,000) per year. ● No such overage fees shall be incurred unless (i) the applicable threshold has been exceeded, and (ii) the additional charge has been confirmed and approved in writing by the Contracting Entity. Under no circumstances shall partial increments be billed, and any increase shall be prorated only upon mutual written agreement. Additional Fees ● Additional Touchpoints may be added at a rate of $500 per Touchpoint per year, only if expressly requested and approved in advance in writing by Contracting Entity. ● Smart Automations may be added at a rate of $500 per automation per year, only if expressly requested and approved in advance in writing by Contracting Entity. All automations and configurations developed under this Agreement shall be the property of the Contracting Entity. ● All pricing set forth in this Attachment shall remain fixed for the duration of the Agreement unless otherwise agreed in writing through a formal amendment. Invoices and Payment ● Payment by the Contracting Entity shall be made to the Services Provider net thirty (30) days of receiving a proper invoice. ● Contracting Entity reserves the right to dispute or withhold payment for any charges that are inconsistent with this Agreement, including unapproved services, additional fees, or nonconforming Services. ● No additional fees, expenses, or charges shall be incurred unless expressly approved in advance in writing in accordance with this Agreement. ● Invoice shall be sent to: Oklahoma City Zoo and Botanical Garden ATTN: Accounts Payable ap@okczoo.org 2000 Remington Place, Humanitru Page 24 Page 256 of 272 Oklahoma City, OK 73111 Humanitru Page 25 Page 257 of 272 Attachment “C” (“Service Level Agreement (SLA)”) 1. Attached is a copy of the Services Provider’s SLA. If there is a conflict in language, term, condition, or provision, in this Agreement or the SLA herein, then the text of this Agreement shall govern and control over any conflicting language, term, condition, or provision in the SLA. Humanitru Page 26 Page 258 of 272 Attachment “D” (“Insurance”) A. General Requirements. Before commencing work, the Services Provider shall, at its own expense, pay for and maintain the following required insurance issued by companies authorized to do business in the State of Oklahoma and acceptable to the Contracting Entity. The Services Provider shall furnish to the Contracting Entity the required certificate of insurance executed by the insurer or its authorized agent stating coverage, limits, expiration dates and all applicable provisions. Certificate shall be on forms approved by the Oklahoma Insurance Commissioner. Nothing in this Section shall define or limit the rights of any party to this contract under any other provision of this contract, including but not limited to any indemnification provision. B. Coverage 1. Commercial General Liability (CGL) including, but not limited to, bodily injury, property damage, products/completed operations and personal & advertising injury, with minimum limits of one million dollars ($1,000,000) per occurrence and two million dollars ($2,000,000) general aggregate. 2. Workers’ Compensation with Oklahoma statutory limits; and Employer’s Liability coverage with the following limits: one million dollars ($1,000,000) each accident, one million dollars ($1,000,000) by disease per employee and one million dollars ($1,000,000) per policy aggregate. i. NOTE: Workers’ Compensation is required for all Services Providers with employees as defined by the Oklahoma Administrative Workers’ Compensation Act. If the Services Provider is exempt under the laws of the State of Oklahoma from the requirement to obtain and maintain workers’ compensation insurance, then the Services Provider must provide the Contracting Entity with a copy of its Affidavit of Exempt Status from the Oklahoma Insurance Department. 3. Cyber Liability (or equivalent) with limits of no less than one million dollars ($1,000,000) per claim or occurrence and two million dollars ($2,000,000) general aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as undertaken by the Services Provider and shall include, but not be limited to, claims involving security breach and system failure. The policy shall provide coverage for breach response costs and regulatory fines and penalties. C. Services Provider agrees to the following: 1. All insurance shall be in the form of “occurrence” coverage. 2. All insurance coverage of the Services Provider shall be primary and non-contributory to any insurance or self-insurance program carried by the Contracting Entity. 3. Certified, true and exact copies of all insurance policies required, and endorsement pages shall be provided to the Contracting Entity on a timely basis if requested by Staff. Humanitru Page 27 Page 259 of 272 4. All insurance shall be purchased from insurance companies that meet a financial rating of A-VII or better as assigned by A.M. Best Company or equivalent. 5. The Services Provider shall require and verify that any contractors, subcontractors, and other persons doing business with or for the Services Provider maintain at minimum the insurance as applicable and appropriate to the work they will perform, or their liability shall be covered by the Services Provider. D. Services Provider agrees to the following Endorsements: 1. The Contracting Entity, its officials, employees and officers shall be covered as additional insureds on the Commercial General Liability policy and Cyber Liability policy. 2. Services Provider hereby grants to Contracting Entity a waiver of any right to subrogation which any insurer of said Services Provider may acquire against the Contracting Entity by virtue of the payment of any loss under such insurance. Services Provider agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the Entity has received a waiver of subrogation endorsement from the insurer. E. Notice of Cancellation or Change in Coverage. 1. Services Provider shall provide at least thirty (30) calendar days written notice to the Contracting Entity of any change, reduction, lapse, suspension, cancellation, or termination of any coverage required by this Agreement. 2. The failure to procure and maintain or the lapse of any of coverage required by this Agreement is a breach of this Agreement. 3. If any coverage required by this Agreement is changed, reduced, lapsed, suspended, cancelled, terminated, or otherwise not in full force and effect for any reason during the term of this Agreement, Services Provider shall be fully responsible and liable for any claim by the Contracting Entity for any loss, damages, costs, or expenses, also including attorney fees, court costs, and administrative expenses, which would have been covered or assumed by the policy or coverage had the changed, reduced, lapsed, suspended, cancelled, terminated, or unsecured insurance policy or coverage been in effect without limitation as to the policy amount. F. Certificate of Insurance (COI) Requirements 1. Include the solicitation name in the description but do not include any contract number; and 2. Recognize the Contracting Entity is named additional insured required by written contract subject to all policy provisions and limitations; and 3. Services Provider shall identify the Contracting Entity as the Certificate Holder as follows: a. Oklahoma City Zoological Trust Humanitru Page 28 Page 260 of 272 2000 Remington Place Oklahoma City, Oklahoma 73111 G. Self-Insurance or Self-Insured Retentions 1. Unless otherwise approved by the Contracting Entity prior to contract award, self-insured retentions will not be accepted unless accompanied by a bond or irrevocable letter of credit guaranteeing payment of the losses, related investigations, claim administration, and defense expenses not otherwise covered by the Services Provider’s self-insured retention. Humanitru Page 29 Page 261 of 272 DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 05/21/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME:Julie Schneiderhan The Baldwin Group Specialty Solutions, LLC PHONE (A/C No. Ext): 646-854-1058 FAX (A/C No): 4211 West Boy Scout Blvd, Suite 800 E-MAIL ADDRESS:coi@foundershield.com Tampa, Florida, 33607 INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Hartford Underwriters Ins Co (Hartford) 30104 INSURER B : Underwriters at Lloyd's of London (CFC) AA-1122000 INSURED INSURER C : Scottsdale Insurance Co 41297 Totem Systems, Inc. 1717 E Cary St. INSURER D : Richmond, Virginia, 23223 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD (MM/DD/YYYY) (MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $1,000,000.00 CLAIMS MADE OCCUR DAMAGE TO RENTED $1,000,000.00 PREMISES (Ea occurrence) MED EXP (Any one person) $10,000.00 A GEN'L AGGREGATE LIMIT APPLIES PER: 10SBMAJ3XSU 12/15/2025 12/15/2026 PERSONAL & ADV INJURY $1,000,000.00 GENERAL AGGREGATE $2,000,000.00 POLICY PROJECT LOC PRODUCTS - COMP/OP AGG $2,000,000.00 OTHER AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) ANY AUTO BODILY INJURY (Per person) OWNED AUTOS SCHEDULED ONLY BODILY INJURY (Per accident) NON-OWNED AUTOS HIRED AUTOS ONLY PROPERTY DAMAGE (Per ONLY accident) Each occurence UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS-MADE Aggregate WORKERS COMPENSATION AND EMPLOYERS` LIABILITY PER STATUTE ANYP ROPRIETOR/PARTNER/EXECUTIV Y/N OTHER OFFICER/MEMBER EXCLUDED? N (Mandatory in NH) E.L. EACH ACCIDEN If yes, describe under DESCRIPTION OF OPERATIONS below N/A E.L. DISEASE - EA EMPLOYEE E.L. DISEASE - POLICY LIMIT B Cyber Liability,Errors & Omissions,Media Liability,Privacy ESO0040563506 12/15/2025 12/15/2026 $ 1,000,000 per occ $1,000,000 in agg A Employment Practices Liability Insurance 10SBMAJ3XSU 12/15/2025 12/15/2026 $ 25,000 per occ $25,000 in agg C Directors & Officers EKS3615803 03/27/2026 03/27/2027 $ 1,000,000 per occ $1,000,000 in agg DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Oklahoma City Zoological Trust is included as an Additional Insured(s) with respect to General Liability and Cyber Liability if required by written contract and subject to terms, conditions, and exclusions of the policy. A Waiver of Subrogation in favor of Oklahoma City Zoological Trust applies to General Liability and Cyber Liability if required by written contract, and subject to terms, conditions, and exclusions of the policy. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Oklahoma City Zoological Trust 2000 Remington Place Oklahoma City, Oklahoma 73111 AUTHORIZED REPRESENTATIVE Page 262 of 272 ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD © 1988-2016 ACORD CORPORATION. All rights reserved. ADDITIONAL REMARKS SCHEDULE Intermediary Insured Policy Number Insurer Effective Date ADDITIONAL REMARKS This Additional Remarks form is a schedule to ACORD form, Form Title Oklahoma City Zoological Form Number: Trust COI INSR TYPE OF ADDL SUBR POLICY POLICY EFF POLICY EXP (MM/DD/YYYY) LIMITS LTR INSURANCE INSD WVD NUMBER (MM/DD/YYYY) Page 263 of 272 ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD © 1988-2016 ACORD CORPORATION. All rights reserved. DATE (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 05/22/2026 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATIONIS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: AP INTEGO INSURANCE GROUP LLC PHONE (888) 289-2939 FAX 76250846 (A/C, No, Ext): (A/C, No): PO BOX 31241 E-MAIL ADDRESS: SALT LAKE CITY UT 84131 INSURER(S) AFFORDING COVERAGE NAIC# INSURER A : Hartford Fire and Its P&C Affiliates 00914 INSURED INSURER B : TOTEM SYSTEMS INC INSURER C : 1717 E CARY ST INSURER D : RICHMOND VA 23223-6935 INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE LIMITS LTR INSR WVD (MM/DD/YYYY) (MM/DD/Y YYY) COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE PRO- LOC POLICY PRODUCTS - COMP/OP AGG JECT OTHER: COMBINED SINGLE LIMIT AUTOMOBILE LIABILITY (Ea accident) ANY AUTO BODILY INJURY (Per person) ALL OWNED SCHEDULED BODILY INJURY (Per accident) AUTOS AUTOS HIRED NON-OWNED PROPERTY DAMAGE AUTOS AUTOS (Per accident) OCCUR EACH OCCURRENCE UMBRELLA LIAB EXCESS LIAB CLAIMS- AGGREGATE MADE DED RETENTION $ WORKERS COMPENSATION PER OTH- X AND EMPLOYERS' LIABILITY STATUTE ER ANY Y/N E.L. EACH ACCIDENT $1,000,000 PROPRIETOR/PARTNER/EXECUTIVE A N/ A 76 WEG AB7TVA 07/02/2025 07/02/2026 E.L. DISEASE -EA EMPLOYEE $1,000,000 OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under E.L. DISEASE - POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS below DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. CERTIFICATE HOLDER CANCELLATION Oklahoma City Zoological Trust SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED 2000 REMINGTON PL BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED OKLAHOMA CITY OK 73111 IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Page 264 of 272 Attachment “E” (“Accessibility Commitment and Remediation Plan”) 1. In lieu of a completed Voluntary Product Accessibility Template (VPAT), and in recognition that the Services Provider’s platform is an internal, staff-facing administrative system, the Parties agree to the following accessibility framework: 1. Platform Audience. The Services Provider’s platform is a staff-facing operational tool used by Contracting Entity employees and authorized personnel for membership, donor, and constituent data management. It is not a public-facing or constituent-facing application. 2. Current Accessibility State. Services Provider has performed an internal accessibility assessment, has documented known remediation areas, and maintains an active accessibility roadmap targeting substantial conformance with WCAG 2.1 Level AA. 3. Remediation Roadmap. Services Provider commits to continued, ongoing remediation efforts during the term of this Agreement, with priority given to (a) issues materially affecting the ability of Contracting Entity personnel to perform essential job functions and (b) widely recognized WCAG 2.1 Level AA success criteria applicable to administrative interfaces. 4. Reporting. Upon written request by Contracting Entity, but not more frequently than annually, Services Provider shall provide a written status update summarizing accessibility progress, completed remediation, and planned next steps. 5. Individual Accommodation Support. Where a Contracting Entity user identifies an accessibility barrier affecting their ability to use the platform, Services Provider shall work in good faith with Contracting Entity to identify a reasonable accommodation or workaround at no additional cost and shall prioritize remediation of the underlying issue. 6. Future VPAT. Services Provider shall use commercially reasonable efforts to produce a formal VPAT during the term of this Agreement and shall furnish a copy to Contracting Entity upon completion. 7. No Condition Precedent. The Parties expressly agree that the absence of a completed VPAT as of the Effective Date is not a breach of this Agreement and shall not delay or impair execution or performance. Humanitru Page 30 Page 265 of 272 Attachment “F” (“Service Provider’s Quote”) 1. Attached is a copy of the Services Provider’s Quote. The terms and conditions on the Quote are void. Humanitru Page 31 Page 266 of 272 OKLAHOMA CITY ZOO - SUPPORTER ENGAGEMENT PLATFORM Prepared for Oklahoma City Zoo PO BOX 18424 Oklahoma City, OK 73154 United States Dwight Lawson Executive director/CEO dlawson@okczoo.org Humanitru 1717 E Cary St. Richmond, VA 23223 US Jim Gandolfo jgandolfo@humanitru.com Page 267 of 272 1 People are the heart of Humanitru: from our users who have devoted their careers to running nonprofit Welcome to organizations, to the people in your supporter communities who dedicate their time and money to propelling Humanitru your work forward. We believe that modern technology has the power to bring your data to life and unlock untapped potential for developing human connections at scale. What is Humanitru? Humanitru is a next-generation analytics and automation platform built to manage the data that nonprofits depend on to engage supporters at scale. Designed with an integration-first philosophy, Humanitru eliminates data silos and delivers a consolidated view of supporter interactions, while offering nonprofit organizations the flexibility to choose the best fundraising and engagement tools for their needs. With a robust, intelligent reporting interface and seamless marketing automation integrations, Humanitru provides a holistic understanding of your supporter base while delivering the insights needed to translate raw data into strategic action. Our Approach Humanitru believes that supporters don’t exist in a vacuum. Donors are often volunteers and members. They open emails from your organization, purchase tickets or attend events, and shop from your in-person and online retail offerings. Humanitru contextualizes all of these behavioral points, so that you can understand each supporter as a full human being and engage them in ways that resonate. Unlocking the Power of Your Data We believe that the most valuable resource available to nonprofits today is already in your possession. Your data provides a roadmap to more efficient fundraising, more successful member and volunteer engagement, and stronger, longer-lasting supporter relationships, but most nonprofits lack the ability to truly understand your data and translate it to action. We focus strongly on automated reporting and analytics, surfacing the supporter insights you need to know rather than forcing you to search for them. Page 268 of 272 Issued April 17, 2026 Expires June 30, 2026 Subscription Features Humanitru CRM Included Humanitru Transaction Fee 2% (Only applies to transactions made through Humanitru Fundraising) Up to 30,000 active Active Constituent Count constituents* Records in Database Unlimited Estimated Total Records 150,000 Number of Users Unlimited Donation Pages Unlimited Page 269 of 272 Membership Management / Unlimited Pages Donor Insights Included Stewardship Automation - 10 Included Touchpoints** 3 Smart Automations*** Included Integrations Supported To view a full list of Humanitru supported integrations, Click Here To ensure integrations remain reliable, secure, and supported, all renewals (and year 2 and onward on multiyear contracts) include a 5% integrations investment. *Active constituents are defined as any donor or member who has made a donation or membership payment within the previous thirty-six (36) months, whether online or offline. Pricing tiers are based on the active constituent count provided by the Customer. During implementation, if the Customer’s active constituent count exceeds the quoted pricing tier by more than 100 active constituents, the Customer will be referred back to the Account Executive for pricing review, and the migration may be paused until revised pricing is agreed upon. Following implementation, if the Customer’s active constituent count exceeds the quoted pricing tier at any time, the Customer will be moved to the applicable higher pricing tier, effective as of the date the overage is identified. **A Touchpoint is an automated engagement workflow within the Humanitru platform that initiates communications or tasks with Constituents based on defined conditions and events within the system. Each Touchpoint may include automated actions such as email, SMS, handwritten cards, or internal tasks designed to support stewardship, engagement, and fundraising workflows. The subscription includes the number of Touchpoints specified in this quote. Additional Touchpoints may be added for $500 per Touchpoint per year. ***Humanitru Smart Automations are custom scripts written to automate workflows, tag/campaign assignments, custom fields, etc. Each Smart Automation is $500 / year to build and maintain. Page 270 of 272 Supported integrations to Humanitru are included. Third-party companies may have their own subscription and/or usage fees. Integrations to Humanitru may increase record count in 3rd party applications - consult with any technology partner before activating an integration. Billing Subscription Features Frequency Unit price Quantity Total Supporter Annually $45,607.67 1 $45,607.67 Engagement / year / year Platform for 1 year Data Migration & $0.00 1 $0.00 Training Supported Integration $0.00 1 $0.00 Set Up - ACME Ticketing Supported Integration $0.00 1 $0.00 Set Up - Constant Contact Annual subtotal $45,607.67 One-time subtotal $0.00 Total $45,607.67 By signing this quote you agree to Humanitru's Terms of Use which can be found here as well as the above Humanitru transaction fee for payments made through Humanitru Fundraising. In the case of early termination, all fees listed in this Purchase Quote become due and payable. Subscription starts upon signature of this quote. Annual Subscription Fee – invoiced upon execution of this Agreement. Payment due Net 30 from invoice date. 3 Year Subscription, up to 30,000 Active Constituents: Year 1 - $45,607.67 Page 271 of 272 Year 2 - $45,607.67 Year 3 - $45,607.67 Signature Click "Verify to Sign" to have a verification email sent to your inbox. Once verified, return to this quote to complete signature and submit payment. Dwight Lawson dlawson@okczoo.org [ sig|req|signer1 ] Print Page 272 of 272