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Okaloosa County BOCC — August 6, 2013 — Lord & Son Contract with Exhibits & Internal Coordination Sheet — reading text
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governing use of the site, deed restrictions, covenants and other
restraints, etc.)
§ A.1.6 The financial parameters are as follows:
-1 Amount of the Design-Builder’s overall budget for the Project, including the Design-Builder’s and
Architect’s compensation, as follows:
Six Million Dollars ($6,000,000 plus Design Build /AE Fees. )
.2 Amount of the Design-Builder’s budget for the Cost of the Work for the Architect’s Portion of the
Project, excluding the Design-Builder’s and Architect’s compensation, as follows:
$6,000,000
§ A.1.7 The Design-Builder’s schedule parameters are as follows:
(Identify, if appropriate, milestone dates, durations or fast track scheduling}
To be determined
§ A.1.8 The Design-Builder’s construction procurement method for the Project is as follows:
(Identify procurement method, such as competitive bid, negotiated contract, single bid, multiple prime contractors,
construction management or to be performed with the Design-Builder’s own forces.)
AIA Document B143™ — 2004 Exhibit A. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is
protected by U.S. Copyright Law and international Treaties. Unauthorized reproduction or distribution of this Auae® Document, or any portion of it, may
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 16:53:09 on 09/24/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale.
User Notes: (41198143288)
KOH
| Performed with Design Builders own forces
§ A.1.9 The insurance parameters are as follows:
(Identify types and limits of insurance coverage, deductible amounts, and other insurance requirements applicable to
the Project.)
Type of Insurance Limit of Coverage Deductible Amounts Other Requirements
| Acord Certificate
of Liability
Insurance
| available upon
request.
§ A.1.10 Other parameters are as follows:
(Identify special characteristics or needs of the Project, such as energy, environmental, or historic preservation.)
| Green Globe?
ARTICLE A2 PROJECT TEAM
§ A.2.1 The Design-Builder’s Designated Representative is as follows:
(List name, address and other information.)
Dave Burleson
Lord & Son Construction, Inc.
P.O. Box 1808
Fort Walton Beach, FL 32548
§ A.2.2 The cost consultant, if any, to be retained by the Design-Builder is as follows:
(List name, address and other information.)
| NA
§ A.2.3 Other consultants, design professionals and contractors retained by the Design-Builder are as follows:
(List discipline, specialty or trade, and, if known, identify them by name and address.)
§ A.2.4 The Architect’s Designated Representative is as follows:
(List name, address and other information.)
Patrick L. Ballasch
DAG Architects Inc.
1223 Airport Road
Destin, FL 32541
§ A.2.5 Mechanical, Electrical, Plumbing, Structural, Civil and Landscape Architecture consultants, if any, retained by
the Architect at the Architect’s expense are as follows:
(List disciplines and, if known, identify them by name and address.)
| See Exhibit BB
§ A.2.6 Other consultants retained at the Architect’s expense are as follows:
(List disciplines and, if known, identify them by name and address.)
AIA Document B143™ — 2004 Exhibit A. 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 3
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
i software at 16:53:09 on 09/24/2012 under Order No.5092324330_t which expires on 01/16/2013, and is not for resale.
User Notes: (1198143288)
HO
| See Exhibit BB
§ A.2.7 The Owner’s Designated Representative identified in the agreement between the Owner and Design-Builder is
as follows:
(List name, address and other information.)
| To be determined
§ A.2.8 Consultants and separate contractors, if any, retained by the Owner are as follows:
(List name, address, discipline, specialty or trade and other information.)
§ A.2.9 The persons or entities, if any, in addition to the Owner’s and Design-Builder’s Designated Representatives,
who are required to review the Architect’s Instruments of Service are as follows:
(List name, address and other information.)
ARTICLE A3 9 OTHER INITIAL INFORMATION
§ A.3.1 Other initial information is as follows:
(Identify other initial information on which the Agreement is based.)
‘ AIA Document B143™ — 2004 Exhibit A. Copyright © 2004 by The American Institute of Architects. Ail rights reserved. WARNING: This AIA® Document is
Init. protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AlA® Document, or any portion of it, may
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
i software at 16:53:09 on 09/24/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale.
User Notes: (1198143288)
eee
init.
Architect's Services
for the following PROJECT:
(Name and location or address)
Shalimar Courthouse Annex Repurpose
1250 North Eglin Pkwy, Shalimar, FL 32579
THE DESIGN-BUILDER:
(Name, legal status and address)
Lord & Son Construction, Inc.
P.O. Box 1808
Fort Walton Beach, FL 32548
THE ARCHITECT:
(Name, legal status and address)
DAG Architects, Inc.
1223 Airport Road
Destin, FL 32541
TABLE OF ARTICLES
Bl SCOPE OF SERVICES
B.2 DESIGN ADMINISTRATION SERVICES
B3 EVALUATION AND ESTIMATING SERVICES
B.4 DESIGN SERVICES
Bb CONSTRUCTION PROCUREMENT SERVICES
B.6 CONSTRUCTION CONTRACT ADMINISTRATION SERVICES
B7 FACILITY OPERATION SERVICES
B8 DESCRIPTION OF SERVICES
Bg CHANGE IN SERVICES
AIA Document B143" — 2004 Exhibit B
ADDITIONS AND DELETIONS:
The author of this document has
added information needed for its
completion. The author may also
have revised the text of the original
AIA standard form. An Additions and
Deletions Report that notes added
information as well as revisions to the
standard form text is available from
the author and should be reviewed, A
vertical line in the left margin of this
document indicates where the author
has added necessary information
and where the author has added to or
deleted from the original AIA text.
This document has important legal
consequences. Consultation with an
attorney is encouraged with respect
to its completion or modification.
Consultation with an attorney is also
encouraged with respect to
professional licensing requirements
in the jurisdiction where the Project is
located.
AIA Document B143™ — 2004 Exhibit B. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This AJA Document is.
protected by U.S. Copyright Law and Intemational Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may
resuit 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)
AL
ARTICLE B.1 SCOPE OF SERVICES
§ B.1.1 The Architect shall provide to the Design-Builder only the services in this Exhibit B that are designated by a
check or '"X" in the box adjacent to the listed service.
(Designate the services the Architect shall provide by placing a check or "X" in the box adjacent to the listed service.
Insert quantities where requested and, if necessary, provide in Article B.8 expanded or modified descriptions of the
designated services.)
ARTICLE B.2 DESIGN ADMINISTRATION SERVICES
[X] § B.2.1 General Administration: Manage and coordinate the Architect’s services and those provided by the
Architect’s consultants, consult with the Design-Builder, review applicable criteria provided by the
Design-Builder, communicate with members of the Project team and issue progress reports pertaining to the
Architect’s services.
[X] § B.2.2 Multi-Discipline Coordination: Coordinate services provided by the Architect and the Architect’s
consultants with those services provided by the Owner, the Owner’s consultants, the Design-Builder and the
Design-Builder’s consultants and contractors.
[ ] § B.2.3 Design Services Scheduling: Prepare and periodically update a design services schedule that shall
identify milestone dates for decisions required of the Owner, the Design-Builder and the Design-Builder’s
consultants and contractors; services furnished by the Architect; and completion of Construction Documents.
{ ] § B.2.4 Materials, Systems and Equipment Evaluation: Assist the Design-Builder with the evaluation of
alternative materials, building systems and equipment, together with other considerations based on the
Project Criteria, other criteria, the Project budget and aesthetics in developing the design for the Project.
[X]_ § B.2.5 Project Design Presentations: Make presentations to explain the design of the Project to the Owner,
Design-Builder or governmental authorities.
A Provide not more than two ( 2 ) presentations over the duration of the Project.
[X] § B.2.6 Design-Builder and Owner Submissions: Submit design and Construction Documents to the
Design-Builder at scheduled intervals for purposes of evaluation and approval by the Design-Builder. The
Architect shall be entitled to rely on approvals received from the Design-Builder in the further execution of
the Architect’s services.
A Provide not more than two ( 2 ) submissions over the duration. of the Project.
[X] § B.2.7 Governmental Authorities Submissions: Assist the Design-Builder in connection with the
Design-Builder’s responsibility for filing documents required for the approval of governmental authorities
having jurisdiction over the Project.
41 Provide not more than two ( 2 ) submissions over the duration of the Project.
ARTICLE B.3 EVALUATION AND ESTIMATING SERVICES
[1 § B.3.1 Project Criteria, Schedule and Budget: Provide an evaluation of the information furnished by the
Design-Builder under this Agreement, including the Project Criteria, other requirements provided by the
Design-Builder, the Project schedule, and the budget for the Cost of the Work for the Architect’s Portion of
the Project, each in terms of the other. The Architect shall notify the Design-Builder of any other information
or services that may be reasonably required for the Architect’s Portion of the Project.
[] § B.3.2 Site Evaluation: Provide an evaluation of the Project site based on the information provided by the
Design-Builder, the Project Criteria, other criteria provided by the Design-Builder, and the schedule and
budget for the Cost of the Work for the Architect’s Portion of the Project.
[ ] § B.3.3 Selection of Construction Contracting Method: Review the Design-Builder’s proposed method of
contracting for construction services; notify the Design-Builder of anticipated impacts that the proposed.
method may have on the Project Criteria, other criteria provided by the Design-Builder, and the schedule and
budget for the Cost of the Work for the Architect’s Portion of the Project.
[ ] § B.3.4 Estimates of the Cost of the Work for the Architect’s Portion of the Project: Prepare an estimate
AIA Document B143™ —- 2004 Exhibit B. Copyright © 2004 by The American institute of Architects. Ail 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 9
result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.
