Okaloosa County BOCC — October 21, 2014 — Change Order for GMP 10-21-2014 — reading text

Contractor and the Owner, and all ofher coniract provisions shail remain in full force and effect unless specifically amended in writing, signed by both parties. CERTIFIED A TRUE AND CORRECT COPY LETTER OF -HOWARD DON waCuiT COURT TRANSMITTAL £o-c008 42 DEPUTY "a ae ° DATE: 29 Apr 2014 JOB NO: 1217 .O. Box MEL Ft, Walton Beach, ee “yp as ATTENTION: Don Turner FAX: (850) 862-4904 RE: Shalimar Courthouse Annex Renovations — C12-1995-FM TO Okaloosa County Board of County Commissioners 5489 Old Bethel Road Crestview, FL 32536 WE ARE SENDING YOU DilAttached {_] Under separate cover via the following items: [) Invoice CO Prints C1 Plans (J Samples (J Copy of letter [I Change order [-] Submittal Data C] Specifications COPIES DATE DESCRIPTION 3 4/28/14 Change Order Number 002 THESE ARE TRANSMITTED as checked below: {|For approval LJApproved as submitted [JResubmit copies for approval (Por your signature CApproved as noted Clsubmit copies for distribution LIAs requested [Returned for your use Return corrected prints ClFor review and comment [] REMARKS Upon approval of the attached Change Order, please distribute executed copies as follows: Lord & Son Construction — 1 copy DAG Architects ~ 1 copy Okaloosa County Board of Commissioners — 1 copy cc: &X FILE- Thank You, Steven M. Christopher Preconstruction Manager TRANSMIT.DOT If enclosures are not as noted, kindly notify us at once. CHANGE ORDER FORM Date: 4 28 2a Contract No.: CVS. 4 9QG- EM Change Order No.: Q & Owner: OKALOOSA COUNTY BOARD OF COUNTY COMMISSIONERS Contractor__ Loe A & Sew / Dk ie DESCRIPTION: Original Contract Price: —& 9 Ot, (ean so Net change by previously _authorized Change Orders: be ,19 (3 ys) 4A. 54 Present Contract Price: fais, S2l. 54 This Change Order will (add/deduct): * 5 5% BES + OO New Contract Price: % I (B4,49\ ‘ 54 DESCRIPTION we _DATE or NUMBER OF: DAY Original Contract Time: W \ C “ Complever heed HIS Original Substantial Completion Date: Avast 8 BUS Net change by previously authorized Change Orders: Q. This Change Order will (add/deduct): Q New Contract Time: NN 5, L2a\ S New Substantial Completion Date: Ago \B 20t§ APPROVALS REQUESTED BY: Waxsebst Suan DATE: Alzolza \A. PROJECT ENGIN DATE: cone A oF? _ pate_ovZ' I if OWNER: thalotde. a County vate haat LAG. SGV This Change Order Is an amendment to the Contract/Agreement between Contractor and the Owner, and all other contract provisions shall remain in full force and effect unless specifically amended in writing, signed by both parties. ‘ATA Document G701/CMa” - 1992 Change Order - Construction Manager-Adviser Edition PROJECT (Name and address); Shalimar Courthouse Annex Repurpose Now known as: Okaloosa County Administration Building Shalimar, FL TO CONTRACTOR (Name and address): Lord & Son Construction, Inc. 19 David Street. Fort Walton Beach, FL, 32547 CHANGE ORDER NUMBER: 002 OWNER: [X) SNITIATION DATE: 04/28/2014 CONSTRUCTION MANAGER: & ARCHITECT: CONTRACTOR: [_] FIELD: CJ PROJECT NUMBERS: 12009 / 1217 OTHER: C1 CONTRACT DATE: 10/16'2012 CONTRACT FOR: General Construction THE CONTRACT IS CHANGED AS FOLLOWS; Revisions to orginal contract scope (see ailached Change Order 2 Breakdown and Exhibits A - F) The original Contract Sum was $ ‘Net change by previously authorized Change Orders $ The Contract Sum prior to this Change Order was $ 1,075,521.54 The Contract Sum will be increased by this Change Order in the amount of $ The new Contract Sum including this Change Order will be § 904,667.00 170,854.34 558,880.00 1,634,401.54 The Contract Time will be Increased by Zero (0) days, The date of Substantial Completion as of the date of this Change Order therefore is NOTE: This summary does not toflect changes in the Contract Sum, Contract Time or Guaranteed Maximum Price which have been authorized by Construction Change Directive. NOT VALID UNTIL SIGNED BY THE OWNER, CONSTRUCTION MANAGER, ARCHITECT AND CONTRACTOR, Lord & Son Construction, Inc, DAG Architects, Inc. CONSTRUCTION MANAGER (Firm nante) ARCHITECT (Firat name, 19 Davi 32547 1223 Ajefart Road, Véstip, WL. 32541 ? we: ‘BY (Signature) = BY SiEnaturs) 7 | Charles W. Clary Ill, FATA (Typed naine) DATE: (Typed name) DATE} 4/29/2014 Okaloosa County Board of County Commissioners CONTRACTOR (Firm nante) OWNER (Ftrm name) 1804 Lewis Turner Blvd, Ste. 100, F, i ADDRESS ; BY (Signature) (Typed name) DATE: AIA Document G707/GMa™ — 1992. Copyright © 1992 by The American institute ef Architects, All rights reserved. WARNING; This AIA® Dooument Is protected by U.8. 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 tha maximum extent possible undor the law. This document was produced hy AIA sofiware at 16:40:38 on 04/28/20 14 under Order No.6773738723_1 which explres on 04/45/2048, and is not for resale. User Notes: (1398983084) : VKaloosa County AamiInistration Suilaing Contract C12-1995-FM Change Order 2 - Revise/Replace Original Contract New Budget Design Budget Preconstruction Services DAG-Schematic Design $398,705.07 Less credit for work completed and paid ($51,633.18) DAG-Construction Documents $301,683.40 DAG-Audio/Visual Design (Humber Garick) $18,000.00 Construction Services DAG-Construction Administration $150,841.71 Total New Design Budget $817,597.00 Amount paid through Pay App #10 ($196,230.18) CO 2 Amount for Design $621,366.82 CM Budget Preconstruction Services L/S-Fee for Preconstruction Services $146,500.00 Less credit for work completed and paid ($46,000.00) L/S-Fee for Preconstruction Services $8,000.00 L/S-Survey of campus w/grades $17,500.00 L/S-Civil Design $2,950.00 L/S-Geotech Services $8,500.00 Construction Services L/S-Fee for Construction Services $508,500.00 Total New CM Budget $645,950.00 Total New Design and CM Budget $1,463,547.00 Original Funded Budget $904,667.00 Additonal funds required for new budget $558,880.00 (New Budget less Original Budget) Comparison of Original Contract to Revised Contract Revised New Contract Amount Original Approved Contract {Includes Work Performed and Paid Under Original Contract and New Design Phase. Schematic. Design $95;617.00 Fees/Services Required} Design Total Basic Service Fee based on State of Florida DMS Curve Okaloosa County Admin. Bldg. Budget = $10,000 Complexity D, 6.55% $655,000.00 Additional Services Programming Services for Judicial Facility Programming and design services performed A and paid for on the original courthouse complex landscape Design $2,000.00 {see Application for Payment #10) $196,230.18 Measured Drawings.of Existing Facilities $15,000.00 Facility Analysis $10,000.00 Additional Services Total PhaselDestén $146,597.00 Audio/Visual - Humber Garlck Consulting Engineers - New $18,000.00 Phaseili: Credit for applicable work completed and paid ($54,633.18) ‘Phase dl Design 895,617.00 Construction Documents $191,735.00 Construction Administration $95,618.00 ‘Total Phase ll Design $382,470.00 Additional Services Landscape Design $20,500.00 interior Design for Judicial Facility $28,060.00 . Security Planning : $19,040.00 Total Phase H Additional Services: $67,600.00 Total Original Design Budget: $596:667:00 Total New Design Budget $817,597.00 New Design Budget Less Previous Payments {5B17,597 - $196,230.18) $621,366.82 Build Build Phase! CM Services Preconstruction Fee CM Services - 20% of Preconstruction Fee. 1% of Construction Budget ($66,000 x .20) $12,000.06 ($44,300,000 X .04) $113,000.00 Additional Services. . CM Services Construction Fee Survey of campus with grades $8,000.60 4,5% of Construction Budget . . ($14,300,000 X ,045) $508,500.00 ‘Total, Phase $20,000.00 CM Preconstruction Services Completed/Paid $33,500.00 Phase ll CM Services - 80% of Precon Fee $48,000.00 Additional Services CM Services - Construction Fee- . $240,000.00 Survey of campus w/grades - Completed/Paid $8,000.00 ‘Total Phase.l} $288,000.00 Civil Design (Choctaw $47,500.00 Engineering) Geotech {NOVA Engineering) $2,950.00 Landscape Des\gn (Chad Horton) $8,500.00 Credit for CM Precon fee completed and paid ($46,000.00) [otal Ofiginal Build Budget ~ $308,000.00] [Total New Build Budget $645,950.00 | New Build Budget Less Previous Payments ($645,950.00 - $33,500.00 - $8,000.00} $604,450.00 Total: Original Approved Budget , éo | Total New Budget {New Design + New Build Budgets} $1,463,547.00 Application for Payment #20 Summary Total New Budget $1,463,547.00 Total amount patd thru #10 $237,730.18 Less Total Original Approved Budget $904,667.00 Unused portion of approved, original budget $666,936.82 $904,667.00 Change Order 002 Amount $558,880,00 EXHIBIT D Amendment 1 Fee Basis Construction Budget = $10,000,000 Total Basic Service Fee based on State of Florida DMS Curve Okaloosa County Administration Bldg Budget = $10,000,000 Complexity D, 6.55% Less credit for applicable work to date billed and paid for: Total Basic Service Fee Additional Services Fee Audio/Visual Design — Humber Garick Consulting Engineers Total Amendment 4 Fees Total $655,000.00 51,633.18 $603,366.82 $ 18,000.00 $621,386.82 Jan More From: Ennis, Gail <gennis@dagarchitects.com> Sent: Thursday, March 20, 2014 9:50 AM To: Jan More Ce: Steve Christopher Subject: RE: Amendment to Professional Services Agreement Great, Those are my figures, Thanks so much, Gail Gail T. Ennis Associate Principal / Finance DAG Architects Inc. 1223 Airport Road Destin, FL 32541 Office: 850.837.8152 Direct: 860.337.6443 Fax: 850.654.4276 wiew dagarchitects.conm AbA FLORIDA FIRM OF THE YEAR eulg From: Jan More [mailto:jan@lordandson.com] Sent: Thursday, March 20, 2014 9:38 AM To: Ennis, Gail Cc: Steve Christopher Subject: RE: Amendment to Professional Services Agreement Gail, How does this look? Yon Prove Projet CoordincKor Lord & Son Construction, Inc. PO Box 1808 Ft. Walton Beach, FL 32549 850-863-5158 (P} 850-862-4904 (F) jan@lordandson.com From: Ennis, Gail [mailto:gennis@dagarchitects.cor] Sent: Wednesday, March 19, 2014 5:54 PM To: Jan More Ce: Clary, Charlie; Steve Christopher Subject: RE: Amendment to Professional Services Agreement Jan, {don’t know if itis a difference in semantics or not, but that is not my understanding, My understanding is that of the original $529,067.00 you have in the design contract, $196,230.18 has bean paid, leaving $332,836.82 unbilled and unpaid. We are going in a completely different direction, with a different scope, so the contract is now amended to start with a different scope with a design budget of $673,000.00, with a credit of $34,746.25 that is actually attributable to the new scope on what has been billed of that $196,230.18, bringing the new fee to $638,253.75. We will start billing on % completion of these phases starting 4/01/14: sp 15% $ 93,038 DD 20% $124,051 cD 45% $279,114 CA 20% $124,051 AV cons $ 18,000 as invoiced by consultant So the actual amount of the contract from beginning to end would be: $196,230.18 amount paid on original courthouse complex design and programming $638,253.75 ( $834,483.93 Total “> Please contact me or Charlie Clary if you have any questions. Gail T. Ennis Associate Principal / Finance DAG Architects Inc. 1223 Airport Road Destin, FL. 32541 Office: 850.837.8152 Direct: 850.337.8443 Fax: 850.654.4276 www, dagarchitects.com say Ada FLORIDA, FIRM OF THE YEAR ar From: Jan More [mailto:jan@lordandson.com] Sent: Wednesday, March 19, 2014 4:33 PM To: Ennis, Gail Cc: Steve Christopher Subject: Amendment to Professional Services Agreement Gail, We've attached the signed amendment and the original is in the mail to you. Also attached is our understanding of the increase to the original Professional Services agreement. Please let us know if you have any questions or concerns. Thanks Yen More Proje Coordindtor Lord & Son Construction,