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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 Cost of the Work for the Architect’s Portion of the Project. As the design progresses through the
preparation of the Construction Documents, periodically update the estimate of the Cost of the Work for the
Architect’s Portion of the Project.
ARTICLE B.4 DESIGN SERVICES
[X] § B41 Design Documents: Provide design documents based on the Design-Build Documents defined in,
other criteria provided by the Design-Builder, the schedule and the budget for the Cost of the Work, all as
pertaining to the Architect’s Portion of the Project. The documents-shall establish the design of the
Architect’s Portion of the Project illustrating the scale and relationship of the design components. Deviations,
if any, from the Project Criteria shall be disclosed in writing. The design documents may include a site plan,
building plans, sections and elevations, study models, and perspective sketches. Selections of major building
systems and construction materials shall be noted on the drawings or described in outline specifications.
(X] § B42 Construction Documents: Provide construction documents based on the approved design
documents and updated budget for the Cost of the Work for the Architect’s Portion of the Project. The
construction documents shall set forth the requirements for construction of the Architect’s Portion of the
Project. The construction documents shall include drawings and specifications that establish the quality
levels of materials and systems required for the Architect’s Portion of the Project.
[X] § B.4.3 Specification of Performance or Design Criteria: If professional design services or certifications
by a design professional related to systems, materials or equipment are specifically required by the Contract
Documents to be provided by a person or entity other than the Architect or the Architect’s consultants, the
Architect shall specify appropriate performance and design criteria that such services must satisfy.
ARTICLE B.5 CONSTRUCTION PROCUREMENT SERVICES
[ ] § B.5.1 Bidding/Proposal Information: Assist the Design-Builder in preparing bidding and procurement
information which describes the time, place and conditions of bidding; bidding or proposal forms; the form of
agreement between the Design-Builder and the Contractor; and the Conditions of the Contract for
Construction (General, Supplementary and other conditions).
[ ] § B.5.2 Selection of Bidders/Proposers: Assist the Design-Builder in establishing a list of prospective
contractors from whom bids or proposals will be solicited.
[ ] § B.5.3 Bidding/Proposal Document Reproduction: Arrange for procuring the reproduction of documents
for distribution. The Design-Builder shall pay directly for the cost of reproduction or shall reimburse the
Architect for such expenses.
[ ] § B.5.4 Bidding/Proposal Document Distribution: Distribute the documents and request their return upon.
completion of the bidding/proposal process; maintain a log of distribution and retrieval, and the amounts of
deposits, if any, received from and returned to prospective bidders/proposers.
[ ] § B.5.5 Substitutions: Review requests for substitutions, if permitted by the bidding/proposal documents;
prepare and distribute addenda identifying approved substitutions to all prospective bidders/proposers.
[ ] § B.5.6 Pre-Bid/Proposal Conference: Participate in, pre-bid conference for prospective bidders or
pre-proposal conference for prospective proposers.
[ ] § B.5.7 Addenda: Prepare responses to questions from prospective bidders/proposers and provide
clarifications and interpretations in the form of addenda.
[ ] § B.5.8 Opening of Bids/Proposals: Participate in, or at the Design-Builder’s direction organize and
conduct, the opening of the bids/proposals; document and distribute the results, as directed by the
Design-Builder.
[ ] § B.5.9 Bid/Proposal Evaluation: Assist the Design-Builder in bid validation or proposal evaluation and
determination of the successful bid or proposal, if any; notify all prospective bidders or contractors of the bid
or proposal results.
ASA Document B143™ ~ 2004 Exhibit B. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This ALA® Document is
protected by U.S. Copyright Law and international 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.
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[ ] § B.5.10 Bid/Proposal Negotiations: Assist the Design-Builder during negotiations with selected
prospective contractors and prepare a summary report of the negotiation results, as directed by the
Design-Builder.
ARTICLE B.6 CONSTRUCTION CONTRACT ADMINISTRATION SERVICES
[ ] § B.6.1 General Administration: Provide administration of the Contract for Construction between the
Design-Builder and the Contractor for the Architect’s Portion of the Project as set forth below. Duties,
responsibilities and limitations of authority of the Architect under this Article B.6 shall not be restricted,
modified or extended without written agreement of the Design-Builder and Architect. The Architect shall
have authority to act on behalf of the Design-Builder only to the extent provided in this Agreement unless
otherwise modified in writing. Responsibility to provide the Construction Contract Administration Services
under this Agreement shall coincide with the date of the first service provided in accordance with the
Contract for Construction and shall terminate sixty (60) days after the date of Substantial Completion of the
Architect’s Portion of the Project. ;
[ X ] § B.6.2 Requests for Information: Review properly prepared, timely requests by the Contractor for
additional information about the Contract Documents. A properly prepared request for additional information
about the Contract Documents shall be in a form prepared or approved by the Architect and shall include a
detailed written statement that indicates the specific drawings or specifications in need of clarification and
the nature of the clarification requested. If deemed appropriate by the Architect, the Architect may, on the
Design-Builder’s behalf, prepare, reproduce and distribute supplemental drawings and specifications in
response to requests for information by the Contractor.
| [X] § B.6.3 Evaluations of the Architect’s Portion of the Project
§ B.6.3.1 Visit the site on behalf of the Design-Builder at intervals appropriate to the stage of the Contractor’s
operations, or as otherwise agreed to by the Design-Builder and the Architect, (1) to become generally
familiar with and to keep the Design-Builder informed about the progress and quality of the Architect’s
Portion of the Project completed, (2) to endeavor to guard the Design-Builder against defects and deficiencies
in the Architect’s Portion of the Project, and (3) to determine in general if the Architect’s Portion of the
Project is being performed in a manner indicating that the Architect’s Portion of the Project, when completed,
will be in accordance with the Contract Documents. However, the Architect shail not be required to make
exhaustive or continuous on-site inspections to check the quality or quantity of the Architect’s Portion of the
Project.
A Provide not more than Bi-weekly visits to the Project site by the Architect over the duration
of the Project during construction.
[X] § B.6.3.2 Report to the Design-Builder known deviations from the Contract Documents and from the most
recent construction schedule submitted by the Contractor. However, the Architect shall not be responsible for
the Contractor’s failure to perform the Architect’s Portion of the Project in accordance with the requirements
of the Contract Documents. The Architect shall be responsible for the Architect’s negligent acts or
omissions, but shall not have control over or charge of and shall not be responsible for acts or omissions of
the Design-Builder, Contractor, Subcontractors, or their agents or employees, or of any other persons or
entities performing the Architect’s Portion of the Project.
§ B.6.3.3 The Architect shall have access to the Architect’s Portion of the Project whenever it is in
preparation or progress.
| [LX] § B64 Rejection of Work
§ B.6.4.1 Reject Work that does not conform to the Contract Documents prepared by the Architect and, when
necessary or advisable, require inspection or testing of Work which is part of the Architect’s Portion of the
Project in accordance with the provisions of the Contract Documents, whether or not such Work is fabricated,
installed or completed. However, neither this authority nor a decision made in good faith either to exercise or
not to exercise such authority shall give rise to a duty or responsibility to the Contractor, Subcontractors,
material and equipment suppliers, their agents or employees or other persons or entities performing portions
of the Architect’s Portion of the Project.
AIA Document B143™ - 2004 Exhibit 8. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA” 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
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: (1380026063)
§ B.6.4.2 The Architect shall have authority to reject Work that does not conform to the Contract Documents.
{[ ] § B.6.5 Recommendations for Payments to Contractor
§ B.6.5.1 Based on evaluations of the Architect’s Portion of the Project as described in Section B.6.3 and on
the data comprising the Contractor’s Application for Payment, review the Contractor’s requests for amounts
due and make recommendations to the Design-Builder indicating adjustments, if any, in such amounts due.
Such recommendation. for payment shall constitute a representation to the Design-Builder that, to the best of
the Architect’s knowledge, information and belief, the Architect’s Portion of the Project has progressed to the
point indicated and the quality of the. Architect’s Portion of the Project is in accordance with the Contract
Documents. The foregoing representations are subject to (1) an evaluation of the Architect’s Portion of the
Project for conformance with the Contract Documents upon Substantial Completion, (2) results of
subsequent tests and inspections, (3) correction of minor deviations from the Contract Documents prior to
completion, and (4) specific qualifications expressed by the Architect. Maintain a record of the Contractor’s
Applications for Payment.
§ B.6.5.2 The issuance of a recommendation for payment shall not be a.representation that the Architect has
(1) made exhaustive or continuous on-site inspections to check the quality or quantity of the Architect’s
Portion of the Project, (2) reviewed construction means, methods, techniques, sequences or procedures, (3)
reviewed copies of requisitions received from Subcontractors and material suppliers and other data requested.
by the Design-Builder to substantiate the Contractor’s right to payment, or (4) ascertained how or for what
purpose the Contractor has used money previously paid on account of the Contract Sum.
| [X]. § B.6.6 Submittals
§ B.6.6.1 Review and approve submittals, such as Shop Drawings, product data and samples for the
Architect’s
