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Okaloosa County BOCC — April 1, 2014 — DAG Plans — reading text
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timely manner or any other failure of
performance on the part of the Owner or the Owner’s consultants or contractors;
Preparing digital data for transmission to the Owner’s consultants and contractors, or to other Owner
authorized recipients;
Preparation of design and documentation for alternate bid or proposal requests proposed by the Owner;
Preparation for, and attendance at, a public presentation, meeting or hearing;
Preparation for, and attendance at a dispute resolution proceeding or legal proceeding, except where the
Architect is party thereto;
Evaluation of the qualifications of bidders or persons providing proposals;
10 Consultation concerning replacement of Work resulting from fire or other cause during construction; or
11. Assistance to the Initial Decision Maker, if other than the Architect.
AIA Document B101™ — 2007 (formerly Bi61™ - 1997}. Copyright © 1974, 1978, 1987, 1997 and 2007 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 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 10:18:01 on 03/26/2014 under Order No,5773739723_1 which expires on 04/15/2018, and is not for
resale.
User Notes:
(1683049266)
Init.
§ 4.3.2 To avoid delay in the Construction Phase, the Architect shall provide the following Additional Services, notify
the Owner with reasonable promptness, and explain the facts and circumstances giving rise to the need, If the Owner
subsequently determines that all or parts of those services are not required, the Owner shall give prompt written notice
to the Architect, and the Owner shall have no further obligation to compensate the Architect for those services:
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Reviewing a Contractor’s submittal out of sequence from the submittal schedule agreed to by the
Architect;
Responding to the Contractor’s requests for information that are not prepared in accordance with the
Contract Documents or where such information is available to the Contractor from a careful study and
comparison of the Contract Documents, field conditions, other Qwner-provided information,
Contractor-prepared coordination drawings, or prior Project correspondence or documentation;
Preparing Change Orders and Construction Change Directives that require evaluation of Contractor’s
proposals and supporting data, or the preparation or revision of Instruments of Service;
Evaluating an extensive number of Claims as the Initial Decision Maker;
Evaluating substitutions proposed by the Owner or Contractor and making subsequent revisions to
Instruments of Service resulting therefrom; or
To the extent the Architect’s Basic Services are affected, providing Construction Phase Services 60
days after (1) the date of Substantial Completion of the Work or (2) the anticipated date of Substantial
Completion identified in Initial Information, whichever is earlier.
§ 4.3.3 The Architect shall provide Construction Phase Services exceeding the limits set forth below as Additional
Services. When the limits below are reached, the Architect shall notify the Owner:
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TBD (_ )reviews of each Shop Drawing, Product Data item, sample and similar submittal of the
Contractor
TBD (_) visits to the site by the Architect over the duration of the Project during construction
( _) inspections for any portion of the Work to determine whether such portion of the Work is
substantially complete in accordance with the requirements of the Contract Documents
TBD (_) inspections for any portion ofthe Work to determine final completion
§ 4.3.4 Ifthe services covered by this Agreement have not been completed within Twenty Four (24 ) months of the
date of this Agreement, through no fault of the Architect, extension of the Architects services beyond that time shall
be compensated as Additional Services,
ARTICLE 5
OWNER’S RESPONSIBILITIES
§ 5.1 Unless otherwise provided for under this Agreement, the Owner shall provide information in a timely manner
regarding requirements for and limitations on the Project, including a written program which shall set forth the
Owner’s objectives, schedule, constraints and criteria, including space requirements and relationships, flexibility,
expandability, special equipment, systems and site requirements, Within 15 days after receipt of a written request from
the Architect, the Owner shall furnish the requested information as necessary and relevant for the Architect to
evaluate, give notice of or enforce lien rights.
§ 5.2 The Owner shall establish and periodically update the Owner’s budget for the Project, including (1) the budget
for the Cost of the Work as defined in Section 6.1; (2) the Owner’s other costs; and, (3) reasonable contingencies
related to all of these costs, If the Owner significantly increases or decreases the Owner’s budget for the Cost of the
Work, the Owner shall notify the Architect. The Owner and the Architect shall thereafter agree to a corresponding
change in the Project’s scope and quality.
§ 5.3 The Owner shall identify a representative authorized to act on the Owner’s behalf with respect to the Project. The
Owner shall render decisions and approve the Architects submittals in a timely manner in order to avoid unreasonable
delay in the orderly and sequential progress of the Architect’s services.
§ 5.4 The Owner shall furnish surveys to describe physical characteristics, legal limitations and utility locations for the
site of the Project, and a written legal description of the site. The surveys and legal information shall include, as
applicable, grades and lines of streets, alleys, pavements and adjoining property and structures; designated wetlands;
adjacent drainage; rights-of-way, restrictions, easements, encroachments, zoning, deed restrictions, boundaries and
contours of the site; locations, dimensions and necessary data with respect to existing buildings, other improvements
and trees; and information concerning available utility services and lines, both public and private, above and below
grade, including inverts and depths, All the information on the survey shall be referenced to a Project benchmark,
AIA Document B101™ — 2007 (formerly B161™ — 1997}. Copyright © 1974, 1978, 1987, 1997 and 2007 by The American Institute of Architects, All tights
reserved. WARNING: This AIA” 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 10:18:01 on 03/26/2014 under Order No.5773739723_1 which expires on 01/15/2015, and is not for
resale.
User Notes:
(1683049266)
10
§ 5.5 The Owner shall furnish services of geotechnical engineers, which may include but are not limited to test
borings, test pits, determinations of soil bearing values, percolation tests, evaluations of hazardous materials, seismic
evaluation, ground corrosion tests and resistivity tests, including necessary operations for anticipating subsoil
conditions, with written reports and appropriate recommendations.
§ 5.6 The Owner shall coordinate the services of its own consultants with those services provided by the Architect.
Upon the Architect’s request, the Owner shall furnish copies of the scope of services in the contracts between the
Owner and the Owner’s consultants. The Owner shall furnish the services of consultants other than those designated in
this Agreement, or authorize the Architect to furnish them as an Additional Service, when the Architect requests such
services and demonstrates that they are reasonably required by the scope of the Project. The Owner shall require that
its consultants maintain professional liability insurance as appropriate to the services provided.
§ 5.7 The Owner shall furnish tests, inspections and reports required by law or the Contract Documents, such as
structural, mechanical, and chemical tests, tests for air and water pollution, and tests for hazardous materials,
§ 5.8 The Owner shall furnish all legal, insurance and accounting services, including auditing services, that may be
reasonably necessary at any time for the Project to meet the Owner’s needs and interests.
§ 5.9 The Owner shall provide prompt written notice to the Architect if the Owner becomes aware of any fault or
defect in the Project, including errors, omissions or inconsistencies in the Architect’s Instruments of Service,
§ 5.10 Except as otherwise provided in this Agreement, or when direct communications have been specially
authorized, the Owner shall endeavor to communicate with the Contractor and the Architect’s consultants through the
Architect about matters arising out of or relating to the Contract Documents. The Owner shall promptly notify the
Architect of any direct communications that may affect the Architect’s services.
§ 5.11 Before executing the Contract for Construction, the Owner shall coordinate the Architect’s duties and
responsibilities set forth in the Contract for Construction with the Architect’s services set forth in this Agreement. The
Owner shall provide the Architect a copy of the executed agreement between the Owner and Contractor, including the
General Conditions of the Contract for Construction.
§ 5.12 The Owner shall provide the Architect access to the Project site prior to commencement of the Work and shall
obligate the Contractor to provide the Architect access to the Work wherever it is in preparation or progress.
ARTICLE 6 COST OF THE WORK
§ 6.1 For purposes of this Agreement, the Cost of the Work shall be the total cost to the Owner to construct all
elements of the Project designed or specified by the Architect and shall include contractors’ general conditions costs,
overhead and profit. The Cost of the Work does not include the compensation of the Architect, the costs of the land,
rights-of-way, financing, contingencies for changes in the Work or other costs that are the responsibility of the Owner.
§ 6.2 The Owner’s budget for the Cost of the Work is provided in Initial Information, and may be adjusted throughout
the Project as required under Sections 5.2, 6.4 and 6.5. Evaluations of the Owner’s budget for the Cost of the Work, the
preliminary estimate of the Cost of the Work and updated estimates of the Cost of the Work prepared by the Architect,
represent the Architect’s judgment as a design professional. It is recognized, however, that neither the Architect nor
the Owner has control over the cost of Iabor, materials or equipment; the Contractor’s methods of determining bid
prices; or competitive bidding, market or negotiating conditions. Accordingly, the Architect cannot and does not
warrant or represent that bids or negotiated prices will not vary from the Owner’s budget for the Cost of the Work or
from any estimate of the Cost of the Work or evaluation prepared or agreed to by the Architect.
§ 6.3 In preparing estimates of the Cost of Work, the Architect shall be permitted to include contingencies for design,
bidding and price escalation; to determine what materials, equipment, component systems and types of construction
are to be included in the Contract Documents; to make reasonable adjustments in the program and scope of the Project;
and to include in the Contract Documents alternate bids as may be necessary to adjust the estimated Cost of the Work
to meet the Owner’s budget for the Cost of the Work. The Architect’s estimate of the Cost of the Work shall be based
on current area, volume or similar conceptual estimating techniques. If the Owner requests detailed cost estimating
services, the Architect shall provide such services as an Additional
