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Okaloosa County BOCC — January 30, 2013 — Lord Son Contract on Shalimar Annex with Exhibits — reading text
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upon (1) a mutually acceptable procedure for review and
approval of payments to Subcontractors and (2) the percentage of retainage held on Subcontracts, and the Construction
Manager shall execute subcontracts in accordance with those agreements.
§ 7.1.9 Except with the Owner’s prior approval, the Construction Manager shall not make advance payments to
suppliers for materials or equipment which have not been delivered and stored at the site.
§ 7.4.10 In taking action on the Construction Manager’s Applications for Payment, the Owner shall be entitled to rely
on the accuracy and completeness of the information furnished by the Construction Manager and shall not be deemed
to represent that the Owner has made a detailed examination, audit or arithmetic verification of the documentation
submitted in accordance with Section 7.1.4 or other supporting data; that the Owner has made exhaustive or
continuous on-site inspections; or that the Architect has made examinations to ascertain how or for what purposes the
Construction Manager has used amounts previously paid on account of the Contract. Such examinations, audits and
verifications, if required by the Owmer, will be performed by the Owner’s auditors acting in the sole interest of the
Owner,
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Borument, or any portion of it, may result in wavere civil and criminal penalties, and will be prosecuted So the maximurt extent possible under the law.
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§ 7.2 Final Payment
§ 7.2.1 Final payment, constituting the entire unpaid balance of the Contract Sum, shall be made by the Owner to the
Construction Manager when
+1 the Construction Manager has fully performed the Contract except for the Construction Manager’s
responsibility to correct Work as provided in Section 12.2.2 of ATA Document A201-2007, and to
satisfy other requirements, if any, which extend beyond final payment;
.2 the Construction Manager has submitted a final accounting for the Cost of the Work and a final
Application for Payment; and
3a final Certificate for Payment has been issued by the Construction Manager.
The Owner’s final payment to the Construction Manager shall be made no later than 30 days after the issuance of the
final Certificate for Payment, or as follows:
§ 7.2.2 The Owner's auditors will review and report in writing on the Construction Mandger’s final accounting within
30 days after delivery of the final accounting by the Construction Munager. 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, within seven days after receipt of the written report of the Owner’s auditors,
will authorize the final Certificate for Payment will be issued.
§ 7.2.3 If the 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 entitled to request
mediation of the disputed amount without seeking an initial decision pursuant to Section 15.2 of A201-2007. A
request for mediation shall be made by the Construction Manager within 30 days after the Construction Manager's
receipt of a copy ofthe final Certificate for Payment. Failure to request mediation within this 30-day period shall
result in the substantiated amount reported by the Gwner’s auditors becoming binding on the Construction Manager.
Pending a final resolution of the disputed amount, the Owner shall pay the Construction Manager the amount certified
in the final Certificate for Payment.
§ 7.2.4 If, subsequent to final payment and at the Owner's request, the Construction Manager incurs costs described in
Section 6.1.1 and not excluded by Section 6.8 to correct defective or nonconforming Work, the Owner shall reimburse
the Construction Manager such costs and the Construction Manager’s Fee applicable thereto on the same basis as if
such costs had been incurred prior to final payment, but not in excess of the Guaranteed Maximum Price. If the
Construction Manager has participated in savings as provided in Section 5.2.1, the amount of such savings shall be
recalculated and appropriate credit given to the Owner in determining the net amount to be paid by the Owner to the
Construction Manager.
ARTICLE 6 INSURANCE AND BONDS
For all phases of the Project, the Construction Manager and the Owner shall purchase and maintain insurance, and the
Construction Manager shall provide bonds as set forth in Article 11 of AIA Document A201-2007.
ifany, and limits of liability for insurance require 1] of AlA Document
A2G1-2007.)
Type of Insurance or Bond Limit of Llability or Bond Amount (see limits below)
Workers’ Comp & Employers’ Liability
Each Accident $1,000,000
Disease — Each Emp $1,000,000
Disease-Policy Lim $1,000,000
Commercial General Liability
Each Occurrence $£,000,000
General Aggregate $2,000,000
Personal & Advertising Injury $1,000,000
Products-Completed Operations Agereg $2,000,000
Automobile Liability - Each Accident $1,000,000 Combined Single Limit
Umbrella Excess Liability
AIA Document A133™ ~ 2009 (formariy A127™CMc = 2003). Copyright © 1997, 2003 and 2009 by The American institute of Architects. Adl rights. reserved.
WARRING: This AIA” Document Is protected by U.S. Copyright Low and international Treatise. Unauthorized reproduction or distribution of this AlA’ 45
Document, or any portion of lt, may result In aevere civil and criminal penalties, and will be prosecuted to the maximum extent possible under the aw.
This document was produced by AIA software at 16:04:11 on 10/18/2012 under Order No.6092324930_1 which expires on 01/16/2013, and ig not for rasaie.
User Notes: (1482324325)
Ket
Each Occurrence $10,000,000
Agerceate $10,000,000
The Construction Manager shall furnish
bonds covering faithful performance of _
the Contract and payment of obligations ~ ~ oe
arising thereunder. Bonds may be
obtained through the Construction
Manager’s usual source, and the cost
thereof shall be included in the Cost of the
Work, The amount of each bond shall be
equal to 100% of the Contract Sum,
excluding design fees.
ARTICLE 9 DISPUTE RESOLUTION
§ 9.1 Any Claim between the Owner and Construction Manager shall be resolved in accordance with the provisions
set forth in this Article 9 and Article 15 of A201-2007. However, for Claims arising from or relating to the
Construction Manager’s Preconstruction Phase services, no decision by the Initial Decision Maker shall be required as
a condition precedent to mediation or binding dispute resolution, and Section 9.3 of this Agreement shall not apply.
§ 9.2 For any Claim subject to, but not resolved by mediation pursuant to Section 15.3 of AIA Document A201-2007,
the method of binding dispute resolution shall be as follows:
(Check the appropriate box. If the Owner and Construction Manager do not select a method of binding dispute
resolution below, or do not subsequently agree in writing to a binding dispute resolution method other than litigation,
Claims will be resolved by litigation in a court of competent jurisdiction.)
{ ] Arbitration pursuant to Section 15,4 of AIA Document A201-2007
| {X] Litigation in a court of competent jurisdiction
{ ] Other: (Specify)
§ 9.3 Initial Decision Maker
The Architect will serve as the Initial Decision Maker pursuant to Section 15.2 of AIA Document A201~2007 for
Claims arising from or relating to the Construction Manager's Construction Phase services, unless the parties appoint
below another individual, not a party to the Agreement, to serve as the Initial Decision Maker.
(if the parties mutually agree, insert the name, address and other contact information of the initial Decision Maker, if
other than the Architect}
ARTICLE 10 TERMINATION OR SUSPENSION
§ 10.1 Termination Prior to Establishment of the Guaranteed Maximum Price
§ 10.1.1 Prior to the execution of the Guaranteed Maximum Price Amendment, the Owner may terminate this
Agreement upon not less than seven days’ written notice to the Construction Manager for the Owner's convenience
and without cause, and the Construction Manager may terminate this Agreement, upon not less than seven days”
written notice to the Owner, for the reasons set forth in Section 14.1.1 of A201-2007.
§ 10.1.2 In the event of termination of this Agreement pursuant to Section 10.1.1, the Construction Manager shall be
equitably compensated for Preconstruction Phase services performed prior to receipt of a notice of termination. In no
event shal] the Construction Manager’s compensation under this Section exceed the compensation set forth in Section
4.1.
AIA Document Al Faled 2008 (formerly A124™Ciic = 2003). Copyright © 1991, 2003 and 2009 by The American institute of Architects. All rights reserved,
init, WARNING: This AIA® Document ts protected by U.S. Copyright Lew and international Treaties. Unauthorized reproduction or distribution of this AA 16
Document, or any portion of ft, may result in severe civil end criminal penaities, and will be prosecuted to the maximum extent poraible undar the faw.
1 This documentwas produced by AIA software at 16:04:11 on 10/18/2012 under Order No.5092324330__1 which expires on 01/16/2073, and iz not for resale.
User Notes: (1482324325)
CFQSL—
init.
|
__OWNER (Signanure) CONSTRUCTION MANAGER (Signature)
This Agreement is entered into as of the day and year first written above,
SEA wwe.
Don Amunds, Chairman, Okaloosa BCC
(Printed name and title}
_ Leven D, Lord Ti, President
{Printed name and title}
ASA Document A133™ ~ 2009 (lonmerty A121 CMc = 2003). Copyright © 1821, 2003 and 2008 by The American institute of Architects. All rights reserved.
WARNING; Tole AIA’ Document io protected by U.S. Copyright Law and international Trestlen, Unauthorized raproduction or dlatribution of this BA? 49
Document, or any portion of ft, may result in severe civil end ¢riminal penalties, and will be provectitad to the mazimum extent possible under the lew.
This document was praduesd by AIA software at 16:04:11 on 10/15/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale.
User Notes: (1482324325)
SOL
Init.
Initial information
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
AIA Document B143" — 2004 Exhibit A
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
attomey is encouraged with respect
to its compietion 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
