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Okaloosa County BOCC — August 6, 2013 — Lord & Son Contract with Exhibits & Internal Coordination Sheet — reading text
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of the design until such time as the Owner and Construction Manager agree.
Guaranteed Maximum Price for the Work, Such estimates shall be provided for the Owner’s approval, The
Construction Manager shall inform the Owner and Architect when estimates of the Cost of the Work exceed the latest
approved Project budget and make recommendations for corrective action.
§ 2.4.6 Subcontractors and Suppliers
The Construction Manager shall develop bidders’ interest in the Project.
§ 2.1.7 The Construction Manager shall prepare, for the Architect’s review and the Owner’s acceptance, a
procurement schedule for items that must be ordered well in advance of construction, The Construction Manager shall
expedite and coordinate the ordering and delivery of materials that must be ordered well in advance of construction. If
the Owner agrees to procure any items prior to the establishment of the Guaranteed Maximum Price, the Owner shail
procure the items on terms and conditions acceptable to the Construction Manager. Upon the establishment of the
Guaranteed Maximum Price, the Owner shall assign all contracts for these items to the Construction Manager and the
Construction Manager shall thereafter accept responsibility for them.
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§ 2.1.8 Extent of Responsibility
The Construction Manager shall exercise reasonable care in preparing schedules and estimates. The Construction
Manager, however, does not warrant or guarantee estimates and schedules except as may be included as part of the
Guaranteed Maximum Price. The Construction Manager is not required to ascertain that the Drawings and
Specifications are in accordaricé with applicable laws, statutes, ordinances, codes, rules and regulations, or lawful —
orders of public authoritics, but the Construction Manager shall promptly report to the Architect and Owner any
nonconformity discovered by or made known to the Construction Manager as a request for information in such form as
the Architect may require. ( See Article 11).
§ 2.1.9 Notices and Compliance with Laws
The Construction Manager shall comply with applicable laws, statutes, ordinances, codes, rules and regulations, and
lawful orders of public authorities applicable to its performance under this Contract, and with equal employment
opportunity programs, and other programs as may be required by governmental and quasi governmental authorities for
inclusion in the Contract Documents.
§ 2.2 Guaranteed Maximum Price Proposal and Contract Time
§ 2.2.1 Ata time to be mutually agreed upon by the Owner and the Construction Manager and in consultation with the
Architect, the Construction Manager shall prepare a Guaranteed Maximum Price proposal for the Owner's review and
acceptance. The Guaranteed Maximum Price in the proposal shall be the sum of the Construction Manager’s estimate
of the Cast of the Work, including contingencies described in Section 2.2.4, and the Construction Manager's Fee,
inchiding approved Design fees.
§ 2.2.2 To the extent that the Drawings and Specifications are anticipated to require further development by the
Architect, the Construction Manager shall provide in the Guaranteed Maximum Price for such further development
consistent with the Contract Documents and reasonably inferable therefrom. Such further development dees not
include such things as changes in scope, systems, kinds and quality of materials, finishes or equipment, all of which, if
required, shali be incorporated by Change Order.
§ 2.2.3 The Construction Manager shall include with the Guaranteed Maximum Price proposal a written statement of
its basis, which shall include the following:
‘A A list of the Drawings and Specifications, including all Addenda thereto, and the Conditions of the
Contract;
2 A list of the clarifications and assumptions made by the Construction Manager in the preparation of the
Guaranteed Maximum Price proposal, including assumptions under Section 2.2.2, to supplement the
information provided by the Owner and contained in the Drawings and Specifications,
3 A statement of the proposed Guaranteed Maximum Price, including 2 statement of the estimated Cost
of the Work organized by trade categories or systems, allowances, contingency, and the Construction
Manager’s Fee;
4 The anticipated date of Substantial Completion upon which the proposed Guaranteed Maximum Price
is based; and
5 A date by which the Owner must accept the Guaranteed Maximum Price.
~ § E24 In preparing the Construction Manager's Guaranteed Maximum Price proposal, the Construction Manager
shall include its contingency for the Construction Manager's exclusive use to cover those costs considered
reimbursable as the Cost of the Work but not included in a Change Order.
§ 2.2.5 The Construction Manager shall meet with the Owner and Architect to review the Guaranteed Maximum Price
proposal. in the event that the Owner and Architect discover any inconsistencies or inaccuracies in the information
presented, they shal! promptly notify the Construction Manager, who shall make appropriate adjustments to the
Guaranteed Maxirnum Price proposal, its basis, or both.
§ 2.2.6 If the Owner notifies the Construction Manager that the Owner has accepted the Guaranteed Maximum Price
proposal in writing before the date specified in the Guaranteed Maximum Price proposal, the Guaranteed Maximum
Price proposal shall be deemed effective without further acceptance from the Construction Manager. Following
acceptance of a Guaranteed Maximum Price, the Owner and Construction Manager shall execute the Guaranteed
Maximum Price Amendment amending this Agreement, a copy of which the Ovmer shall provide to the Architect, The
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Guaranteed Maximum Price Amendment shall set forth the agreed upon Guaranteed Maximum Price with the
information and assumptions upon which it is based.
§ 2.2.7 The Construction Manager shalt not incur any cost to be reimbursed as part of the Cost of the Work prior to the
commencement of the Construction Phase, unless the Owner provides prior written authorization for such costs.
§ 2.2.8 The Owmer shall authorize the Architect to provide the revisions to the Drawings and Specifications to
incorporate the agreed-upon assumptions and clarifications contained in the Guaranteed Maximum Price Amendment.
The Owner shall promptly furnish those revised Drawings and Specifications to the Construction Manager as they are
revised. The Construction Manager shali notify the Owner and Architect of any inconsistencies between the
Guaranteed Maximum Price Amendment and the revised Drawings and Specifications.
§ 2.2.9 The Construction Manager shall include in the Guaranteed Maximum Price all sales, consumer, use and similar
taxes for the Work provided by the Construction Manager that are legally enacted, whether or not yet effective, at the
time the Guaranteed Maximum Price Amendment is executed.
§ 2.3 Construction Phase
§ 2.3.4 General
§ 2.3.1.1 For purposes of Section 8.1.2 of A201-2007, the date of commencement of the Work shall mean the date of
commencement of the Construction Phase.
§ 2.3.1.2 The Construction Phase shall commence upon the Owner's acceptance of the Construction Manager’s
Guaranteed Maximum Price proposal or the Owner's issuance of a Notice to Proceed, whichever occurs earlier.
§ 2.3.2 Administration
§ 2.3.2.1 Those portions of the Work that the Construction Manager does not customarily perform with the
Construction Manager’s own personne! shall be performed under subcontracts or by other appropriate agreements
with the Construction Manager. The Owner may designate specific persons from whom, or entities ftom which, the
Construction Manager shall obtain bids. The Construction Manager shall obtain bids from Subcontractors and from
suppliers of materials or equipment fabricated especially for the Work and shall deliver such bids to the Architect. The
Owner shall then determine, with the advice of the Construction Manager and the Architect, which bids will be
accepted. The Construction Manager shall not be required to contract with anyone to whom the Construction Manager
has reasonable objection.
§ 2.3.2.2 Ifthe Guaranteed Maximum Price has been established and when a specific bidder (1) is recommended to the
Owner by the Construction Manager, (2) is qualified to perform that portion of the Work, and (3) has submitted a bid
that conforms to the requirements of the Contract Documents without reservations or exceptions, but the Owner
requires that another bid be accepted, then the Construction Manager may require that a Change Order be issued to
adjust the Contract Time and the Guaranteed Maximum Price by the difference between the bid of the person or entity
recommended to the Owner by the Construction Manager and the amount and time requirement of the subcontract or
other agreement actually signed with the person or entity designated by the Owner.
§ 2.3.2.3 Subcontracts or other agreements shall conform to the applicable payment provisions of this Agreement, and
shall not be awarded on the basis of cost plus a fee without the prior consent of the Owner. If the Subcontract is
awarded on a cost-plus a fee basis, the Construction Manager shall provide in the Subcontract for the Qwner to receive
the same audit rights with regard to the Subcontractor as the Owner receives with regard to the Construction Manager
in Section 6.11 below.
§ 2.3.2.4 If the Construction Manager recommends a specific bidder that may be considered a "related party"
according to Section 6.10, then the Construction Manager shall promptly notify the Owner in writing of such
relationship and notify the Owner of the specific nature of the contemplated transaction, according to Section 6.10.2.
§ 2.3.2.5 The Construction Manager shall schedule and conduct meetings to discuss such matters as procedures,
progress, coordination, scheduling, and status of the Work. The Construction Manager shall prepare and prompily
distribute minutes to the Owner and Architect.
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Init. WARNING: This AIA” Document ts protected by U.S. Copyright Law snd International Trestles. Unauthorized reproduction or dietritution of this AIA” g
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f] This document was produced by AIA software at 16:04:11 on 10/15/2012 under Order No.6092324330_1 which expires on 01/18/2013, and ig nat for resele.
User Notes: (1482324325)
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§ 23.26 Upon the execution of the Guaranteed Maximum Price Amendment, the Construction Manager shall prepare
and submit to the Owner and Architect a construction schedule for the Work and
