Okaloosa County BOCC — May 6, 2014 — Change Order #2 - Fee Adjustment - Shalimar Annex Project — reading text

AIA Document G701/CMa™ — 1992 Change Order - Construction Manager-Adviser Edition oe PROJECT (Name and address): CHANGE ORDER NUMBER: 002 OWNER: x] Shalimar Courthouse Annex Repurpose INITIATION DATE: 04/28/2014 CONSTRUCTION MANAGER: Now known. as: Okaloosa County ARCHITECT: Bd Administration Building CONTRACTOR: L_] Shalimar; FL. FIELD: 1 TO CONTRACTOR (Name and address): PROJECT NUMBERS: 12009 / 1217 OTHER: [1] Lord. & Son Construction, Inc. CONTRACT DATE: 10/16/2012 19 David Street CONTRACT FOR: General Fort Walton Beach, FL 32547 Construction THE CONTRACT IS CHANGED AS FOLLOWS: Revisions to orginal. contract. scope (see attached Change Order 2 Breakdown and Exhibits A - F) The original Contract Sum was $ 904,667.00 Net change by previously authorized Change Orders $ 170,854.54 The Contract Sum ptior to this Change Order was $ 1,075,521.54 The Contract Sumi. will be increased by this Change Order in the amount of $ 558,880.00 The new Contract Sum including this Change Order will be $ 1,634,401.54 The Contract Time will be increased by Zero (0) days. The date of Substantial Completion as of the date of this Change Order therefore is NOTE: This summary does not reflect changes in the Contract Sum, Contract Time or Guaranteed Maximum Price which have been authorized. by Construction Change Diréctive.. NOT VALID UNTIL SIGNED BY THE OWNER, CONSTRUCTION MANAGER, ARCHITECT AND CONTRACTOR. Lord & Son Construction, Inc. DAG Architects, Inc. CONSTRUCTION MANAGER (Firm name) ARCHITECT (Firm a 19. David Street. Eort Walton Beach, FL_32547_» 1223 Af Régad, Pestin, if s0541 BY (Signature) BY (Signature) Charles W. Clary ID, FAIA (Typed name) DATE: (Typed name) DATE/4/29/2014 Okaloosa County Board of County Commissioners CONTRACTOR (Firm: name) OWNER (Firm name} 1804 Lewis Turner Blvd, Ste. 100, Fort Walton Beach, FL 32547 ADDRESS ADDRESS BY (Signature) BY (Signature) (Typed name) DATE: (Typed name) DATE: AIA Document G701/CMa™ — 4992. Copyright © 1992 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Documentis protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted te the maximum extent possible under the taw. This document was produced by AIA software at 16:40:38 on 04/28/2014 under Order No.5773739723_1 which expires on 01/15/2015, and is not for resale. User Notes: (1398953081) 1 Revised 4/29/2014 Change Order 002 - Breakdown Design Services New Fee for Basic Design Services $655,000.00 New Additional Services Audio/Visual Consulting Engineers $18,000.00 Credits Returned from Original Budget Payments Applicable design work completed and paid ($51,633.18) Subtotal - Design Services $621,366.82 Build Services New CM Preconstruction Services Fee $113,000.00 New CM Construction Services Fee $508,500.00 New Additional Services Civil Design $17,500.00 Geotech Services $2,950.00 Landscape Design $8,500.00 Credits Returned from Original Budget Payments CM Services Preconstruction Fees - Phase | and Phasell ($46,000.00) Subtotal - Build Services $604,450.00 Credits Returned from Unused Budget Landscape Design - Phase I ($2,000.00) CM Services Preconstruction Fee - Phase II ($26,500.00) A/E Design - Phase Il ($43,983.82) A/E Construction Documents ($191,235.00) A/E Construction Administration ($95,618.00) A/E Landscape Design - Phase II ($20,500.00) A/E Interior Design for Judicial Facility ($28,060.00) A/E Security Planning ($19,040.00) CM Fee for Build Services - Phase Il ($240,000.00) Subtotal - Credits from Unused Original Budget ($666,936.82) Total Change Order 002 $558,880.00 | Exhibit A Comparison of Original Contract to Revised Contract Original Approved Contract Besign Phase! Revised New Contract Amount Revised 4/29/2014 (Includes Work Performed and Paid Under Original Contract and New Fees/Services Required} Design Total Basic Service Fee hased:on State of Florida DMS Curve Schematic Design $95,617.06 Okaloosa County. Admin: Bldg: Budget =540,000. Complexity D,6:55% $655,000.06 Additional Services Prograraming Services for Judicial Facility Programming and design services performed $23,980.00 and paid for-on the original courthouse complex Landscape Design $2,000.00 {sea Application for Payment: #10) $196,220.18 Measured Drawings of Existing Facilities $15,000.00 Facility Analysis $10,600.00 Additional Services Total Phase | Design $146,597.00 Audio/Visual - Humber Garick Consulting Engineers - New Phase li Credit for applicable work completed and paid Phase It Design $95,617.00 Construction Documents $191,235.00 Construction Administration $95,618.00 Total Phase li Design $382,470.00 Additional Services Landscape Design $20,500.00 Interior Design for Judicial Facility $28,060.00 Security Planning $19,040.00 Total Phase II Additional Services $67,600.00 Total Original Design Budget $596,667.00 Total New Design Budget $817,597.00 New Design Budget Less Previous Payments ($817,597 - $196,230.18) $621,366.82 Build Build Phase | CM Services Preconstruction Fee CM Services - 20% of Preconstruction Fee 1% of Construction Budget ($66,000 x .20) $12,000.00 {$11,300,000 .02} $113,000.00 Additional Services CM Services Construction Fee. Survey of campus with grades $8,000.00 4.5% of Construction Budget {$11,300,000 .045) $508,500.00 Total Phase | $26,000.00 CM Preconstruction Services Completed/Paid $33,500.00 Phase il CM Services - 80% of Precon Fee $48,000.00 Additional Services CM Services - Construction Fee $240,000.00 Survey of carpus w/grades - Completed/Paid $8,000.00 Total Phase Il $288,000.00 Civil Design {Choctaw $17,500.00 Engineering} Geotech (NOVA Engineering) $2,950.00 Landscape Design (Chad Horton} $8,500.00 Credit for CM Pracon fee completed and paid {$46,000.00} [Total Original Build Budget $308,000.00 | _—[ Total New Build Budget $645,950.00 | New Build Budget Less Previous Payments ($645,950.00 - $33,500.00 - $8,000.00) $604,450.00 (Tota! Original Approved Budget $904,567.00 Total New Budget (New Design + New Build Budgets) $1,463,547.00 Application for Payment. #10 Summary Total New Budget $1,463,547.00 Total amount paid thru #10 $237,730.18 Less Total Original Approved Budget $904,667.00 Unused portion of approved, original budget $666,936.82 $904,667.00 Change Order 002 Amount[__ $558,880.00 | EXHIBIT B Civil Design Quote CHOCTAW ENGINEERING, INC. CIVIL ENGINEERING * LAND SURVEYING CONTRACT FOR PROFESSIONAL SERVICES CLIENT Name Sieve Christopher Company Lord & Son Construction Inc. Address P.O. Box 1808 Ft. Walton Beach, FL 32549 Date 12 March 2014 Job No. 2011-141 Telephone 850-863-5158 Fax 850-862-4904 Project Title | Okaloosa County Administration Building Location 1250 Eglin Parkway, Shalimar FL PROFESSIONAL SERVICES (Also see any attached letters) SCOPE OF WORK: _ Site improvement plans; Cit ly Checklist; NWFWMD Stormwater permit app; Stormwater Management Plans (City and State); Traffic concurrency report; coordinate with landscape architect and geotech; attend meetings. ESTIMATED TIME: TYPE OF FEE a. HOURLY RATES AS FOLLOWS (EFFECTIVE 1 May 2013): Adminjstration @$45.00/hour Drafter @$65.00/hour Project Coordinator @$65.00/hour Technician @$70.00/hour Senior Technician @$85.00/nour Project Engineer @$90.00/nour Total Estimate: b. LUMP SUM FEE AS FOLLOWS: NOTES: Registered Engineer Registered Surveyor Project Manager Principat Two Man Field Crew, Equipment and Supplies Three Man Field Crew, Equipment and Supplies Professional Testimony / Court Appearances $17,500.06 1. All work may be terminated and 1.5% per month charged on accounts more than 30 days overdue. 2A retginer of 30% may be required prior to start of work when estimated fee is more than $2,000.00. 3. Estimated hours are not guaranteed. Final cost will depend upon actual time spent on the project. CHOCTAW ENGINEERING, INC.: BY: Mark C. Siner, P.E. THE TERMS AND CONDITIONS ON PAGE 2 OF THIS F PART OF THE CONTRACT. @$115.00/hour @$100.00/hour @$100.00/hour @$175.00/hour @$100.00/hour @$125.00/hour @$150.00/hour OWNER/AUTHORIZED REPRESENTATIVE: BY: Steve Christopher {12 Truxton Avenue, Fort Walton Beach, Florida 32547 * Phone: (850) 862-6611 Fax: (850) 863-8059 E-mail: cei @choctaweng.com ORM AND ANY ATTACHED LETTERS ARE A EXHIBIT C Shalimar Administration Complex Goetech Services Quote February 13, 2014 Lord & Son Construction NOVA Proposal Number 16205-G NOVA will inform you of any obvious odors or materials seen during completion of our study. However, the assessment of site environmental conditions, the detection of pollutants in the soil, rock or groundwater, or laboratory-testing of samples, wetlands evaluation, or a site-specific seismic study are beyond the scope of this exploration. However, if requested, NOVA can also provide these services. SITE UTILITIES Prior to beginning field activities, NOVA will contact the underground locator service. They require 72 hours notice to mark utilities along roadway right of ways adjacent to the site. Beyond normal due-diligence and working with the owner's personnel, we cannot be responsible for encountering utilities. Please note that NOVA has assumed that any permits for access, land and/or wetlands disturbance, tree cutting, etc. will be obtained by the CLIENT prior to our mobilization on site. No site restoration is planned and no monies have been budgeted for such. If NOVA is responsible for site clearing to access specific boring location, any aforementioned permits, fees, site restoration, etc. are assumed to be our Client’s responsibility unless we are specifically made aware of such at the time of authorization, which will result in adjustments in our budget and schedule. COMPENSATION The fee for our proposed scope of services will be as noted below: ¢ Geotechnical Services: Complete 7 PTBs (up to 125 LF of drilling), DRI test if feasible, Site cleanup (i.e. backfilling of boreholes with soil cuttings), Laboratory analysis, Engineering evaluation and Reporting. $ 2,950 Lump Sum The noted cost includes the electronic submittal of the written report to our client, or to other parties specified by you. If requested, we will submit up to two “hard copies” of the report to you as well. Final costs will be based on the actual completed scope of work (if adjustments are required) and the NOVA geotechnical unit rate schedule. We will not exceed the authorized budget without prior approval. SCHEDULE AND AUTHORIZATION Based upon our current schedule, we can begin work on the project immediately after receiving written authorization to proceed. Our field crew can likely mobilize to the site within a few days of the utility locates being completed. We anticipate that fieldwork will take approximately 1 working day to complete. We will provide verbal findings as the field data is gathered and evaluated, and an initial engineering evaluation (absent consolidation data) can be made. The final report will be submitted within 1 week of the completion of the field work. If the report is needed sooner, NOVA will make every reasonable effort to accommodate your schedule. NOVA ENGINEERING AND Page 4 of 5 ENVIRONMENTAL . EXHIBIT D Amendment 1 Fee Basis Construction Budget = $10,000,000 Total Basic Service Fee based on State of Florida DMS Curve Okaloosa County Administration Bldg Budget = $10,000,000 Complexity D, 6.55% Less credit for applicable work to date billed and paid for: Total Basic Service Fee Additional Services Fee Audio/Visual Design - Humber Garick Consulting Engineers Total Amendment 1 Fees Total $655,000.00 ( 51,633.18) $603,366.82 $ 18,000.00 $621,366.82 EXHIBIT E Landscape Design Quote sorte OF or, O Vers WOPkS 100 Barracuda Street Destin, Florida 32541 c. (850) 699-1297 email: chorton@hortonkw.com Flosida License Number LA 6666971 March 47, 2014 Steven