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Okaloosa County BOCC — May 6, 2014 — AJAX Contract Documents with Exhibits 4-29-2014 — reading text
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PAGE 2
David Alsop
Sam Marshall Architects
325 S. Palafox Street
Pensacola, Florida 32502
Office (} /Fax(__)} /Mobile( __)
PAGE 4
§ 2.1.3 Wheri Project requirements in Section 3.1.1 have been sufficiently identified, the Construction Manager shall
prepare and periodically update a Project schedule for the Architect?s-review-and-the-Owner’s acceptance. The
Construction Manager shall obtain the Architect’s approval for the portion of the Project schedule relating to the
performance of the Architect’s services. The Project schedule shall coordinate and integrate the Construction
-Manager’s services, the Architect’s services, other Owner consultants’ services, and the Owner’s responsibilities and
identify items that could affect the Project’s timely completion. The updated Project schedule shall include the
following: submission. of thé Guaranteed Maximum Price proposal; components of the Work; times of
comihéncéement and completion required of each Subcontractor; ordering and delivery of products, including those
that must be otdéréd well.in advance of construction; and the occupancy requirements of the Owner.
§ 2.1.5.1 Based on the preliminary design and other design criteria prepared by the Architect, the Construction
Manager shall préepate preliminary estimates of the Cost of the Work or the cost of program requirements using area,
volume or sitnilat coricepttial éstimating techniques for the Architeet’s review-and- Owner’s approval. If the Architect
or Construction Manager suggests alternative materials and systems, the Construction Manager shall provide cost
evaluations of ‘those alternative materials and systems.
§ 2.4.5.2 Asthe Architect j progresses with the preparation of the Schematic Design, Design Development and
Construction Doeumeiits, the Construction Manager shall prepare and update, at appropriate intervals agreed to by the
Owner, Construction Manager and Architect, estimates of the Cost of the Work of increasing detail and refinement
and allowing for the further development of the design until such time as the Owner and Construction Manager agree
ot. 4 Guaraiitéed Maxinium Price for the Work. Such estimates shall be provided for the Architect’s review andthe
Owner’s approval. The Construction Manager shall inform the Owner and Architect when estimates of the Cost of the
Work exceed the latest approved Projéct budget and make recommendations for corrective action.
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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 Maximurn Price. The Construction Manager is not required to ascertain that the Drawings and
Specifications are in accordance with applicable laws, statutes, ordinances, codes, rules and regulations, or lawful
orders of public authorities, 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)
§ 2.2.1 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 Cost of the Work, including contingencies described in Section 2.2.4, and the Construction Manager’s Fee:Fee,
including approved Design fees..
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Additions and Deletions Report for AIA Document A133™ — 2009 (formerly A121 ™CMic ~ 2003). Copyright © 1991, 2003 and 2009 by The American Institute
of Architects. All rights reserved. WARNING: This AIA® Desument is protected by U.S. Copyright Law and International Treaties. Unauthorized
reproduction or distribution of this. Ala® Document, or any portion of if, may result in severe civil and criminal penalties, and will be prosecuted ta the
maximum extent possibis under the law. This document was produced by AiA software at 11:38:42 on 04/22/2014 under Order No.8569967243_1 which expires
on 09/16/2014, and is not for resale.
User Notes: (1784294242)
2
The Owner-Construction Manager shall retain an Architect to provide services, duties and responsibilities as described
in AIA Document B403™2007,-B143™_2004, Standard Form of Agreement Between QwnerDesign-Builder and
Architect, including any additional services requested by the Construction Manager that are necessary for the
idea thea C 3
Preconstruction and Construction Phase services under this Agreement. Fhe-Ov nell provid struction
The greater of $80,000.00.or 1% of the total construction budget, not including Design Fees. Design fees included in
the Construction Manager’s Scope of Preconstruction Services Scope of Work are defined in Article 11.
§ 4.1.3 Ifthe Preconstruction Phase services covered by this Agreement have not been completed within twelve ( 12)
months of the date of this Agreement, through no fault of the Construction Manager, the Construction Manager’s
compensation for Preconstruction Phase services shall be equitably adjusted.
PAGES
§ 4.2.2 Payments are due and payable upon presentation of the Construction Manager’s invoice. Amounts unpaid -)
twenty (20) days after the invoice date shall bear interest at the rate entered below, or in the absence thereof at the legal
rate prevailing fromi timé to tinié at the principal place of business of the Construction Manager.
Construction Manager’s Construction Phase Fee will total 5% of the Total Construction Cost, excluding any
Construction Phase Design / Administrative Fees payable to the Architect and/or their sub-consultants. Design Fees
included in the Constructio# Manager’s Scope of Work are defined in Article 11.
Refer‘ to Article 5.1. above.
None.
§ 5.1.4 Rental rates for Cotistruction Manager-owned equipment shall not exceed pereent-{—%)-efthe standard rate
paid at the place of the Project,
§ 5.1.5 Unit prices, if any: n/a
§ 5.2 Guaranteed Maximum Price (GMP)
Owner and Construction Manger shail share in any cost savings generated and returned to the Owner from within the
GMP at a ratio of 95% to Owner and 5% to Construction Manager.
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Additions and Deletions Report for AIA Document A133™ — 2009 (formerly A121 ™CMc — 2003}. Copyright © 1991, 2003 and 2009 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 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 dacument was produced by AIA software at 17:38:42 on 04/22/2014 under Order No.8569967243_1 which expires
on 09/16/2014, and is not for resale.
User Notes: (1784294242)
Payments made by. the Construction Manager to Subcontractors in accordance with the requirements of the
subcontracts. For the purposes of this Project, the Architect will be considered a subcontractor and Architectural
Construction Phase Fee as defined in Exhibit C will be billed and paid as such.
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§ 7.1.3 Provided that an Application for Payment is received by the Architect not later than the 25th day of a month,
the Owner shall make payment of the certified amount to the Construction Manager not later than the 20th day of the
following month. ifan Application for Payment is received by the Architect after the application date fixed above,
payment shall be made by the Owner not later than twenty ( 20 ) days after the Architect receives the Application for
Payment.
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°§ 7.1.5 Each Application for Payment shall be based on the most recent schedule of values submitted by the
Construction Manager in accordance with the Contract Documents. The schedule of values shall allocate the entire
Guaranteed Maxiniuni Prité among the various portions of the Work, except that the Construction Manager’s Fee
shall be shown ag.a single separate item. The schedule of values: shall be prepared i in such form and supported by such
data to substantiate i us
Owner may require. This schiedule shall be used a asa a basis for reviewing, gthe Construction Manager’ s Applications for
Payment.
3 Add the Construction Manager’s Fee, less retainage of ten percent (10 %). The Construction
Maniagér’s Fee.shall be computed upon the Cost of the Work at the rate stated in Section 5.1 or, if the
Constrtiction, Manager’s Fee is stated as a fixed sum in that Section; shall be an amount that bears the
sane ratio to that fixed-sum fee as the Cost of the Work bears to a reasonable estimate of the probable
Cost ofthé Work upon its completion;
A Subtract rétainage of ten percent ( 10 %) from that portion of the Work that the Construction Manager
self perfonstis;
§ 7.1.10 In taking actio#i on the Coristruction Manager’s Applications for Payment, the Architeet-Owner shall be
etititled to rely on the accuracy and completeness of the information furnished by the Construction Manager and shall
fot bé déemed to répresent that the Architect-Owner has made a detailed examination, audit or arithmetic verification
of thé documentation submitted in accordance with Section 7.1.4 or other supporting data; that the ArchiteetOwner
has made. exhaustive or contiriuous on-site inspections; or that the Arehiteet-Owner has made examinations to
ascertain how or for what purposes the Construction Manager has used amounts previously paid on account of the
Coritract. Such examinations, audits and verifications, if required by the Owner, will be performed by the Owner’s
auditors acting in the sole intérést of the Owner.
PAGE 45
3 a final Certificate for Payment has been issued by the Arehiteet--Owner.
The Owner’s final payment to the Construction Manager shall be made no later than 30 days after the issuance of the
Arehitect’s-final Certificate for Payment, or as follows:
§ 7.2.2 The Owner’s auditors will review and report in writing on the Construction Manager’s final accounting within
30 days after delivery of the final accounting to the Arehiteet-Owner by the Construction Manager. Based upon such
Cost of the Work as the Owner’s auditors report to be substantiated by the Construction Manager’s final accounting,
and provided the other conditions of Section 7.2.1 have been met, the Arebiteet Owner will, within seven days after
receipt of the written report of the Owner’s auditors, either issue te-the-Owner-a final Certificate for Payment with-e
eepy-to the Construction Manager, or notify the Construction Manager and Owner-in writing of the Architect*s
reasons for withholding a certificate as provided in Section 9.5.1 of the AIA Document A201-2007. The time periods
Additions and Deletions Report for AIA Document A133™ — 2009 (formerly A121 ™CMic — 2003}. Copyright © 1991, 2003 and 2009 by The American Institute
of Architects. All rights reserved. WARNING: This ALA’ Document is protecied 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 exient possible under the law. This document was produced by AIA software at 11:38:42 on 04/22/2014 under Order No.8569967243_1 which expires
on 09/16/2014, and is not for resale.
User Notes: (1784294242)
4
§ 7.2.3 Ifthe Owner’s auditors report the Cost of the Work as substantiated by the Construction Manager’s final
accounting to be less than claimed by the Construction Manager, the Construction Manager shall be
