Request for Qualifications The Berkeley campus of the University of California invites architects and planners with significant expertise in performance and performance support venues, program improvements, ADA compliance, and code upgrades to submit written statements of qualifications to provide improvement planning services for the following project: Cal Performances Facilities Master Plan – Project #18249A UC Berkeley’s Zellerbach Hall is a mid-twentieth-century venue, home for a twenty-first century program of world-class performances at the heart of a globally-connected campus community. The audience, donor, staff and artist experience is compromised, and service to campus and non-campus audiences is hampered by lack of space for rehearsals, workshops, symposia, lectures and pre-performance events. Incremental improvements over recent years, and pending deferred maintenance needs, do not represent the kind of major programmatic redevelopment the facility needs. Zellerbach Hall also fits within a larger campus context, and Cal Performances has programs and program opportunities and constraints in adjacent and nearby space. Cal Performances itself includes the Student Musical Activities (SMA) department (see http://calperformances.org/community/ucb/sma/), currently housed in severely constrained space. Campus partners, especially the department of Theater, Dance and Performance Studies, have overlapping uses and space needs. 1. Goals of the Master Plan The Master Plan will identify solutions to the noted deficiencies and limitations of existing facilities, and of equal importance, will be the foundation upon which Cal Performances will build to meet the following goals: Transform the experience of Zellerbach Hall, inspiring patrons, performers, students and faculty to delight in engagement with the space, and by extension with the University. Elements of this effort include: • Ensure that Zellerbach Hall is an active cultural hub of the campus – an always open, accessible and welcoming environment for students, faculty and the public at large, with easily accessible, elegant, state-of-the-art audience, artist, media and donor facilities.

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Ensure the visiting artist experience is second to none: upgrade backstage areas; replace and upgrade stage equipment; develop 21st century media suite. Aesthetic improvements, exterior and interior, that improve the image and identity of Zellerbach Hall.

Achieve optimal operations and space utilization for Cal Performances programs and overlapping partner programs, while ensuring spaces are well suited and enticing to support revenue generation opportunities. Elements of this effort include: • Space planning that accommodates current and predicts future space needs and solutions, focusing on Cal Performances’ performance programs, Cal Performances’ education and community programs. Performance and support space planning must be responsive to realistic scheduling considerations, operational efficiency, the need to keep recharge costs low, and adjacencies of multiple uses with differing infrastructure, service and acoustical demands. Consider need for and strategies to build multiple use support space (two spaces between 5000 and 7000 square feet), with potential to act as dance, rehearsal, education studio, dressing rooms, office space, restaurant and donor function spaces. • Space planning for Student Musical Activities (Cal Band, Jazz Bands and Choral groups) that identifies their future needs and desired space upgrades. • Note that TDPS programs will have a separate master planning process, but that TDPS and Cal Performances have important linkages to be addressed in the study. • Propose strategies that allow Cal Performances to monetize building assets when not in use for campus programs. May require opportunity analysis and study of facility strengths and weaknesses, in order to meet revenue goals. • Consider a new central ticket office, in Zellerbach or nearby, that could sell tickets for Cal Performances and other campus events. • Although not the main focus of the effort, the master plan should also consider the question of patron and donor parking, and propose possible solutions for further inquiry. Update and upgrade building systems and achieve required accessibility and other code improvements, while establishing the groundwork for future LEED certification (using LEED NC or CL). University of California Berkeley Cal Performances Facilities Master Plan (Project #18249A) Request for Qualifications June 8, 2015

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Elements of this effort include: • Upgrade elevator service at all levels. Add emergency staircases and walkways. • Address seismic safety and egress lighting. • Improving energy performance to meet campus goals for efficiency, user control and climate action, such as by replacing old and deficient HVAC and upgrading windows. • Address basic building system inadequacies. • Improve fire and life safety systems. Develop a phasing plan that allows programs to proceed during a period of major renovation. Elements of this effort include: • Carefully outline phasing for renovation work, with an understanding of program implications. • Consider possible construction of new 1200 seat theater on campus or in the campus environs, to house displaced performance programs during construction and to allow expanded programming post construction. • Examine potential for possible partnerships with existing theaters that meet access, safety and venue criteria, in the vicinity or region. 2. Project Elements The Cal Performances Facilities Master Plan must provide a space survey, a phasing plan/strategy with at least two options including one which assumes that all improvements occur within existing building envelopes, and order of magnitude costs anticipated to complete improvements. Success of the effort requires engagement with campus partners, including academic units and nearby business units, recognizing competing space and use demands and presenting optimal solutions. The following material is relevant background or sample of expected deliverables from this study: Title Etcheverry Hall Master Plan (2012) Haas School of Business Master Space Plan: Strategic Facilities Study California Student Center/ Lower Sproul Plaza Historic Structure Report (2009) University of California Berkeley Cal Performances Facilities Master Plan (Project #18249A) Request for Qualifications June 8, 2015

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Program celebrating the opening of Zellerbach Hall, May 1968 Cal Performances Facilities Handbook, 1991 Cal Performances Long Range Strategic Plan 2001-2006 Zellerbach Hall Needs Assessment and Concept Study - MRY 2010 Berkeley Radical press release and press coverage 2015

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A possible outline of the work program to be undertaken is Attachment One to this document. All planning and guidance for the site, building and infrastructure development must embrace sustainability goals in keeping with the UC Policy on Sustainable Practices. The Cal Performances Facilities Master Plan must provide a phasing plan/strategy and costs anticipated to complete comprehensive improvements.

3. Background Zellerbach Hall (UC Berkeley CAAN #1802) was designed by Vernon DeMars, completed in 1967 and opened in 1968 (HSR page 47). It is the fourth and final component of the California Student Center complex, designed and built between 1965 and 1967. As of May 2015, the student complex is undergoing major renovation including demolition and construction of a new building at the south (Bancroft) edge of the plaza. The comprehensive renovation and construction project, known as “Lower Sproul”, was designed by Moore Ruble Yudell Architects & Planners (MRY). Zellerbach Hall is a multistory, 153,118 GSF/88,757 ASF structure containing two theaters: a 2,100-seat auditorium entered from Lower Sproul Plaza and a 500-seat entered opposite the Alumni House. The building houses approximately 35 – 40 people in an office setting. Cal Performances staffing includes a total staff of 60 career staff, 100+ student staff, 80 casual staff, 300+ volunteers. The design of Zellerbach Hall embodies influences of the Second Bay Region Tradition and New Formalism, including the building’s monumental presence and use of classical design motifs, the symmetry of the exterior elevations, and the building’s massive colonnade. Similar to the rest of the California Student Center, Zellerbach Hall is loosely based on an element in Venice’s Piazza San Marco, in this case Andrea Palladio’s Palazzo della Ragione (Basilica). Preparatory to the design of Zellerbach, DeMars toured University of California Berkeley Cal Performances Facilities Master Plan (Project #18249A) Request for Qualifications June 8, 2015

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several of the best modern and historic theaters of Europe and consulted with prominent theater experts in order to incorporate the most modern theater and acoustic technology. The theater, which is composed of a 2,100-seat auditorium facing Lower Sproul Plaza and a 500-seat multi-form playhouse for the Department of Dramatic Art to the south, anchors the western side of the Plaza with its colonnaded façade. Still considered one of the best live performance venues in the Bay Area, Zellerbach Hall is of regional importance to local theater and live music communities. The University of California is an Equal Opportunity Employer. Every effort will be made to ensure that all persons, regardless of race, religion, sex, color, ethnicity and national origin have equal access to contracts and other business opportunities with the University. 4.

Submittals

The Cal Performances Facilities Master Plan will begin immediately upon the execution of the contract and is to be completed within 12 to 15 months. A high degree of collaboration and integrated design strategy will be expected from the team. Award and scheduling of any subsequent work will depend on future campus decisions and available funding. Responders should anticipate a fee for this work equal or less than $300,000. Submittals should be in the form of a brief statement, no more than five pages, describing the firm’s approach to this Master Plan, and specific, comparable experience including scope, size and value of work. Submittals should also include contact information and resumes of key staff members who will be committed to the project on a day to day basis. The submittal may include attached examples of work with short statements—one or two sentences only--describing the relevance of the work to this Master Plan effort. Also important is the firm’s ability to start work immediately. Please submit 6 copies of the submittal. Please help us meet campus zero waste goals by submitting stapled material without plastic covers. Please note: consultant selection processes are closely governed by fair contracting laws. Qualifications will be reviewed for relevant experience and expertise as outlined in this request. Interested parties should contact Jennifer McDougall with questions, and are prohibited from broader inquiries targeting this work. The alternate contact is Assistant Vice Chancellor Emily Marthinsen (contact information below).

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The successful firm will be required to sign the University’s Professional Services Agreement, which is available for review at: http://www.cp.berkeley.edu/CP/ContractAdmin/SampleDocs/Agreements/PSA.pdf Letters must be received at the address below no later than 12:00 noon, Monday, June 29. A Selection Committee will be appointed to review the Statements of Qualifications and select firms for interviews. It is anticipated that the initial review will be completed in one week. We expect to select three to five firms for interviews. We will hold an informational meeting at Zellerbach Hall on Friday July 10 with firms shortlisted for interview. After the interviews, we expect to select the successful firm/firms within a short time and start the Project immediately. Please address submittals to: Jennifer McDougall Principal Planner Physical and Environmental Planning, Real Estate Division 300 A&E Building UC Berkeley Berkeley, CA 94720-1382 [email protected] (510)642-7720

All responses must reference: Cal Performances Facilities Master Plan Project # 18249A

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ATTACHMENT ONE Possible work plan for Cal Performances Facilities Master Plan. Consultant team to include architectural, space planning, engineering, performance support expertise. Task 1: Project Understanding & Confirmation, Work Program 1.1 Information gathering steps may include a series of meetings with sponsoring unit and users to understand and document program needs. 1.2 Determine validity of currently available facilities reports and reports needed, including: life safety and fire code deficiency survey, structural analysis for seismic safety, accessibility survey, building mechanical and electrical systems conditions, and historic structures report. These reports will be for Zellerbach Hall and similar reports for all spaces/structures to be included in Master Plan. 1.3 Identify issues that need input from other disciplines not included on team, if necessary. 1.4 Identify precedents: other facilities that house similar programs, understand what works, what doesn’t, and important strategies from precedents to inform this master plan. Precedents should also consider programs that operate with similar circumstances: constrained space, urban environment, access limitations, shared facilities. Deliverable: project work plan and schedule, outline program, summary of previous studies and precedents, deliverable list revised Estimated budget, Task 1: 5% of project budget Task 2: On‐site Assessment and Space Utilization Analysis 2.1 Strategic assessment—determine experienced and perceived deficiencies in existing space; major drivers of future change; and principles and objectives for future capital investment. 2.2 Work with the sponsoring unit representative to develop the working program identifying space needs and functions for the affected entities. 2.3 Understand use of space and compare findings to experienced and perceived deficiencies, as well as policies, practices and benchmarks at peer performance facilities. 2.4 Conditions assessment—complete space survey at generalized scale; identify opportunities and constraints. Deliverable: space survey, site conditions analysis, draft needs assessment and space utilization report Estimated budget, Task 2: 15% of project budget Task 3: Complete Facilities Studies and Needs Assessment University of California Berkeley Cal Performances Facilities Master Plan (Project #18249A) Request for Qualifications June 8, 2015

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3.1 Develop structural analysis and code analyses and any additional facilities reports as identified by Task 1, as needed, for Zellerbach and for space for Student Musical Activities in Cesar Chavez. Inclusion of any other locations not under Cal Performances control to be determined at Task 1. 3.2 Finalize analysis of differential between existing space and program needs and provide solutions for necessary additions and/or modifications. Deliverable: Final comprehensive facilities assessment, final comprehensive needs assessment Estimated budget, Task 3: 35% of project budget Task 4: Master Plan and Options Development 4.1 Develop conceptual MP, carrying forward two or more options, one with all improvements undertaken within envelope of existing built spaces. 4.2 Develop phasing proposal, matrix showing benefit of specific MP activity, priority. 4.3 Review MP w/project team. 4.4 Revise and further develop MP—including prioritization and and/or phasing. Deliverable: draft priorities matrix, draft Master Plan illustrative Estimated budget, Task 4: 30% of project budget Task 5: Cost and Schedule Estimation 5.1 Coordination for conceptual rough‐order‐of‐magnitude costs for Master Plan elements. 5.2 Develop possible schedule for each option. 5.3 Draft to client for review and comment prior to submission of final estimate. Deliverable: draft estimate and phasing concept Estimated budget, Task 5: 5% of project budget Task 6: Final Master Plan Report and Illustrative Plan 6.1 Final draft to client for review. 6.2 Final presentation/work session w/client. Deliverable: final draft master plan, MP illustrative Estimated budget, Task 6: 10% of project budget

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