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Okaloosa County BOCC — August 6, 2013 — Lord & Son Contract with Exhibits & Internal Coordination Sheet — reading text
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Portion of the Project, for the limited purpose of checking for conformance with information
given and the design concept expressed in the Contract Documents. Such action shall be taken subsequent to
the Design-Builder’s or Contractor’s review and approval and with such reasonable promptness as to cause
no delay in the Architect’s Portion of the Project or in the activities of the Contractor, while allowing
sufficient time to permit adequate review. Review of such submittals is not conducted for the purpose of
determining the accuracy and completeness of other details such as dimensions and quantities, or for
substantiating instructions for installation or performance of equipment or systems, all of which remain the
responsibility of the Contractor as required by the Contract Documents. Review of submittals shall not
constitute approval of safety precautions or of any construction means, methods, techniques, sequences or
procedures. Approval of a specific item shall not indicate approval of an assembly of which the item is a
component nor shall such review relieve the Contractor or its sole responsibility for the adequacy, suitability,
performance, quality, or completeness of such submittals.
| A Provide not more than two ( 2 )reviews of each Shop Drawing, product data item, sample
and similar submittal of the Contractor.
[X] § B.6.6.2 Maintain a record of submittals and copies of submittals supplied by the Contractor relating to the
Architect’s Portion of the Project in accordance with the requirements of the Contract Documents.
[ ] § B.6.7 Changes in the Work
§ B.6.7.1 Review and Prepare Proposed Change Orders and Construction Change Directives. Review
properly prepared, timely requests for changes in the Architect’s Portion of the Project, including
adjustments to the Contract Sum or Contract Time. A properly prepared request for a change in the
Architect’s Portion of the Project shall be accompanied by sufficient supporting data and information to
permit a reasonable determination without extensive investigation or preparation of additional drawings or
specifications. Prepare Change Orders and Construction Change Directives for the Design-Builder’s
approval and execution in accordance with the Contract Documents. Prepare and distribute drawings and
specifications to describe Work to be added, deleted or modified, as provided in Section B.9.1.3. Maintain
records relative to changes in the Architect’s Portion of the Project.
| [XX] § B.6.7.2 Minor Changes, Issue an order for a minor change in the Architect’s Portion of the Project.
§ B.6.8 Project Completion
| [X] § B.6.8.1 Substantial Completion Inspection: Conduct inspections of the Architect’s Portion of the Project
AIA Document B143™ - 2004 Exhibit B. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is
Init. protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may 5
result in severe civil and criminal penaities, and will be prosecuted te the maximum extent possible under the law. This document was produced by AIA
i software at 16:56:53 on 09/24/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale.
User Notes: (1380926063)
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to determine the date or dates of Substantial Completion and the date of final completion. Such inspections
shall be conducted to check the Architect’s Portion of the Project for conformance with the requirements of
the Contract Documents for the Architect’s Portion of the Project
1 Provide not more than two ( 2 ) inspections for any portion of the Architect’s Portion of
the Project to determine whether such portion is substantially complete in accordance with
the requirements of the Contract Documents.
2 Provide not more than one ( 1 ) inspections for any portion of the Work to determine final
completion.
[ ] § B.6.8.2 Final Payment: Make recommendation for final payment to the Contractor based on a final
inspection of the Architect’s Portion of the Project.
[ ] § B.6.8.3 Project Completion Documents: Receive from the Contractor and forward to the Design-Builder
(1) consent of surety or sureties, if any, to reduction in or partial release of retainage or the making of final
payment, and (2) affidavits, receipts, releases and waivers of liens or bonds indemnifying the Owner and
Design-Builder against liens. Receive from the Contractor and forward to the Design-Builder for Design-
Builder’s review and records, written warranties and related documents required by the Contract Documents
and assembled by the Contractor.
ARTICLE B.7 FACILITY OPERATION SERVICES
[ ] § B.7.1 Warranty Review Services: During the 12 months from the date of Substantial Completion review
selected materials, systerns and equipment prior to expiration of the warranty period(s) to ascertain their
adequacy of performance. Document defects or deficiencies. Prepare instructions for correction of noted
defects.
[ ] § B.7.2 Project Anniversary Review: Prior to the expiration of one year from the date of Substantial
Completion, meet with the Design-Builder and the Owner to review facility operations and performance and
make appropriate recommendations to the Design-Builder.
ARTICLE B.8 DESCRIPTION OF SERVICES
(in the space below, provide expanded or modified descriptions of the services designated above, add other services as
Space permits, or refer to an attachment to this document.)
ARTICLE B.9 CHANGE IN SERVICES
§ B.9.1 If applicable to the services designated in Article B.6 of this Exhibit B, then the following shall be provided as
a Change in Services in accordance with Section 3.3 of the Agreement:
1 review of a Contractor’s submittal out of sequence from the submittal schedule agreed to by the
Architect;
.2 respond to the Contractor’s requests for information where such information is available to the
Contractor from a careful study and comparison of the Contract Documents, field conditions, other
Design-Builder-provided information, Contractor-prepared coordination drawings, or prior Project
correspondence or documentation;
3 prepare Change Orders and Construction Change Directives requiring evaluation of proposals,
including the preparation or revision of Instruments of Service;
4 provide consultation concerning replacement of Work resulting from fire or other cause during
construction;
5 evaluate claims submitted by the Design-Builder’s consultants, the Contractor or others in connection
with the Work;
.6 evaluate substitutions proposed by the Design-Builder, the Design-Builder’s consultants or the
Contractor and making subsequent revisions to Instruments of Service resulting therefrom;
.7 prepare documentation in connection with alternate bid or proposal requests submitted by the
Design-Builder; or
.8 perform Construction Contract Administration Services provided more than sixty (60) days after the
last date of Substantial Completion of the Architect’s Portion of the Project.
AIA Document B143™ — 2004 Exhibit B. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA° Document is
Init protected by U.S. Copyright Law and international Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may 6
result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This document was produced by AIA
{ software at 16:56:53 on 09/24/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale.
User Notes: (1380926063)
OAL
EXHIBITC - e
- Fee Basis. - 7 ad
Construction Budget = $6,000,000
, Design : Ta : , oe
Total Basic Design Service Fee based on State of Florida DMS Fee Curve - _
‘Renovation design for Judiciat and Office space $6,000,000 ‘Complexity Cc, 7.97% $478,087
Total Additional Services Fee a SoD. $126,580
awit | Bes ae
Construction Management Services 5% of $6,000,000 constriction budget «=. -~—=—=—-$300,000.
Total for Design and Build Services oo $904.ee7
Phase One
Design -_
Phase One Basic Design Services - Schematic Design Phase
Renovation design for Judicial and Office space : oO,
Fee calculated as 20% of total basic services . oe - . § 95,617
Bulld a : e@
Phase One Pre-construction Fee. © 20% of Pre-construction Fee [$60,000] ~~ § 12,000 Dae
Phase One Additional Services: : , a
Survey of campus with grades. = oS : _ $ 8,000
Programming Services for Judicial Facility ~~ , oe § 33,980
Landscape Design - . . —— $ 2,000
Measured Drawings of Existing Facilities : . : ' ¢ 15,000
Facility Analysis om “> $ 40,000
Total Phase One Additional Services Fee “|g seone
Total Phase One Design and Build Services Fees $166,597
@ _ ee oS Phase Two
‘Design
- Renovation désign for Judicial and Office space |
Fee calculated as 80% of total basic services
Bulid
“Total Phase Two Construction Management Services — Completion
of Pre-construction Services and Build Services
Phase Two Additional Services:
Landscape Design .
Interior Design far dudicial Facility
Voice, DATA, Telecom, AV
Security Planning
Total Phase Two Additional Services Fee
Total Phase Two Design and Build Services Fees
Phase Two Basic Design Services - Design Development through 100% Construction Documents
$382,470
$288,600
$ 20,500
$ 28,060
Owner Provided
$ 19,040
$ 67,600
$738,070
EXHIBIT AA
INITIAL INFORMATION/SCOPE OF WORK
Remodel of existing Shalimar Annex Courthouse.
Incorporate the following departments/constitutional offices and their estimated square footage required
into the Shalimar Annex Complex:
AGENCY SQUARE FOOTAGE REQUIREMENTS
Tax Collector 13,000 sq. ft.
Property Appraiser 12,400 sq. ft.
County Administration 10,000 sq. ft.
County Administrator
Board of County Commissioners
Board Meeting Room
County Attorney
Supervisor of Elections 4,450 sq. ft.
Sheriff 10,800 sq. ft.
Facility Maintenance 500 sq. ft.
Court Facilities 15,000 sq. ft.
Renovations to involve internal modifications to support the functions of staff and update the buildings to
comply with all Federal, State and local codes. If required, all utilities must be modified to accommodate
equipment additions, restroom additions, storage, office space and all mechanical and electrical
equipment; this includes the current switch gear (not including the generator transfer switch) wiring,
plumbing replacements. All HVAC equipment is to be replaced. A new energy efficient system is to be
installed. The system New Chiller with Turbcor motor estimated 140-160 tons will need to include a high-
efficiency multi-stage 4-pipe boiler with hot and chilled water pumps and a complete recirculating system.
The completed systems will include thermostatically controlled dampers, hot water reheat VAV boxes,
and HVAC control systems. There will need to be 3 or 4 Liebert A/C units in the server closets. Those
units will need to be 3-5 ton units that are size appropriate for the heat load produced in the server
closets.
Modification/Replacement of the Building Safety System, including the fire sprinkler system and Fire
Alarm System is required and is to be included.
Replace any windows or doors that are not in compliance with the local area wind load requirements.
The entire complex is required to be ADA compliant.
External renovations including transportation drop off/pick determination and signage are to be included.
Internal signage and direction signage is to be included.
Field measurements of all existing space and analyze space for any limitations including analysis of
structural components, window/door locations, handicap accessibility, parking considerations, plumbing
services, electrical services, HVAC requirements and building system accessibility.
Meet with each department/constitutional office which will occupy the remodeled complex to determine
size and number of offices required.
There are (2) portable
