Okaloosa County BOCC — January 30, 2013 — Lord Son Contract on Shalimar Annex with Exhibits — reading text

Exhibit A. Copyright © 2004 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 ci User Notes: it anc: criminal penaities, and will be prosecuted to the maximum extent possible under the law. This document was produced by AIA software at 16:53:09 on 09/24/2012 under Order No.5092324330_1 which expires on 04/16/2013, and is not for resale. (4198143288) 4 The Agreement is based on the following information and assumptions and the Design-Builder and Architect may reasonably rely upon them in determining the Architect’s compensation. Both parties recognize, however, that such information may change and, in such event, the Design-Builder and Architect shall negotiate appropriate adjustments in schedule, compensation or changes in services in accordance with Section 3.3 of the Agreement. (Note the disposition of the following items by inserting the requested information or a statement such as "not applicable," "unknown at this time" or "to be determined later by mutual agreement.") ARTICLE Ai PROJECT PARAMETERS § A.1.1 The objectives and uses are: (ldentify or describe, as appropriate, proposed objectives and uses.) | Renovations to and remodeling of existing Shalimar Courthouse Annex with scope of work as set forth in Exhibit AA § A.1.2 The physical parameters are: (Identify or describe, if appropriate, size, location, dimensions, or other pertinent information, such as geotechnical reports; site, boundary and topographic surveys; traffic and utility studies; availability of public and private utilities and services; etc.) | Jn accordance with the Owner’s Basis of Design Documents as listed below § A.1.3 The Project Criteria provided to the Architect by the Design-Builder for the Project are as follows: (Identify documentation provided.) | See Exhibit AA § A.1.4 Other Project requirements identified by the Design-Builder are as follows: (identify other requirements that are supplemental to the Project Criteria, if any.) § A.1.5 The legal parameters are as follows: (dentify pertinent legal information, including, if appropriate, land surveys and legal descriptions and restrictions of the site, such as zoning and other public regulations governing use of the site, deed restrictions, covenants and other restraints, etc.) § A.1.6 The financial parameters are as follows: 1 Amount of the Design-Builder’s overall budget for the Project, including the Design-Builder’s and Architect’s compensation, as follows: | Six Million Dollars ($6,000,000 plus Design Build /AE Fees. ) .2 Amount of the Design-Builder’s budget for the Cost of the Work for the Architect’s Portion of the Project, excluding the Design-Builder’s and Architect’s compensation, as follows: | $6,000,000 § A.1.7 The Design-Builder’s schedule parameters are as follows: (dentify, if appropriate, milestone dates, durations or fast track scheduling ) | To be determined § A.1.8 The Design-Builder’s construction procurement method for the Project is as follows: (Identify procurement method, such as competitive bid, negotiated contract, single bid, multiple prime contractors, construction management or to be performed with the Design-Builder’s own forces.) AIA Document B143™ — 2004 Exhibit A. Copyright © 2004 by The American institute of Architects. All rights reserved. WARNING: This Aia® Document is Init, protected by U.S. Copyright Law and Internationai Treaties. U norized reproduction or distribution of this AIA® Document, or any portion of it, may 2 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 t software at 16:53:09 on 09/24/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale. User Notes: (1198143288) KO | Performed with Design Builders own forces § A.1.9 The insurance parameters are as follows: (dentify types and limits of insurance coverage, deductible amounts, and other insurance requirements applicable to the Project.) Type of Insurance Limitof Coverage Deductible Amounts Other Requirements Acord Certificate of Liability Insurance | available upon request. § A.1.10 Other parameters are as follows: (Identify special characteristics or needs of the Project, such as energy, environmental, or historic preservation.) Green Globe? ARTICLE A2 PROJECT TEAM § A.2.1 The Design-Builder’s Designated Representative is as follows: (List name, address and other information.) Dave Burleson. Lord & Son Construction, Inc. P.O. Box 1808 Fort Walton Beach, FL 32548 § A.2.2 The cost consultant, if any, to be retained by the Design-Builder is as follows: (List name, address and other information.) | NA § A.2.3 Other consultants, design professionals and contractors retained by the Design-Builder are as follows: (List discipline, specialty or trade, and, if known, identify them by name and address.) § A.2.4 The Architect’s Designated Representative is as follows: (List name, address and other information.) Patrick.L. Ballasch DAG Architects Inc. 1223 Airport Road. Destin, FL 32541 § A.2.5 Mechanical, Electrical, Plumbing, Structural, Civil and Landscape Architecture consultants, if any, retained by the Architect at the Architect’s expense are as follows: (List disciplines and, if known, identify them by name and address.) | See Exhibit BB § A.2.6 Other consultants retained at the Architect’s expense are as follows: (List disciplines and, if known, identify them by name and address.) AIA Document B143™ — 2004 Exhibit A. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is Init. protected by U.S. Copyright Law and Intemational Treaties. Unauthorized reproduction or distribution of this AIA° Document, or any portion of it, may 3 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 16:53:08 on 09/24/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale. User Notes: (1198143288) sO | See Exhibit BB § A.2.7 The Owner’s Designated Representative identified in the agreement between the Owner and Design-Builder is as follows: (List name, address and other information.) | To be determined § A.2.8 Consultants and separate contractors, if any, retained by the Owner are as follows: (List name, address, discipline, specialty or trade and other information.) § A.2.9 The persons or entities, if any, in addition to the Owner’s and Design-Builder’s Designated Representatives, who are required to review the Architect’s Instruments of Service are as follows: (List name, address and other information.) ARTICLE A330 OTHER INITIAL INFORMATION § A.3.1 Other initial information is as follows: (identify other initial information on which the Agreement is based.) AIA Document B143™ — 2004 Exhibit A. Copyright © 2004 by The American Institute of Architects. Ail rights reserved. WARNING: This AIA” Document is Init. protected by U.S. Copyright Law and Intemational 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 document was produced by AIA i software at 16:53:09 on 09/24/2042 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale. User Notes: (1198143288) OH init. Architect's Services 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 TABLE OF ARTICLES BA SCOPE OF SERVICES B.2 DESIGN ADMINISTRATION SERVICES B.3 EVALUATION AND ESTIMATING SERVICES B4 DESIGN SERVICES B.5 CONSTRUCTION PROCUREMENT SERVICES B6 CONSTRUCTION CONTRACT ADMINISTRATION SERVICES B7 FACILITY OPERATION SERVICES B.8 DESCRIPTION OF SERVICES B.9 CHANGE IN SERVICES AIA Document B143" — 2004 Exhibit B ADDITIONS AND DELETIONS: The author of this document has added information needed for its completion. The author may aiso 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 attorney is encouraged with respect to its completion 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 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 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 04/16/2013, and is not for resale. User Notes: (1380926063) AL ARTICLE B.1 SCOPE OF SERVICES § B.1.1 The Architect shall provide to the Design-Builder only the services in this Exhibit B that are designated by a check or "X" in the box adjacent to the listed service. (Designate the services the Architect shall provide by placing a check or "X" in the box adjacent to the listed service. Insert quantities where requested and, if necessary, provide in Article B.8 expanded or modified descriptions of the designated services.) ARTICLE B.2 DESIGN ADMINISTRATION SERVICES LX] § B.2.4 General Administration: Manage and coordinate the Architect’s services and those provided by the Architect’s consultants, consult with the Design-Builder, review applicable criteria provided by the Design-Builder, communicate with members of the Project team and issue progress reports pertaining to the Architect’s services. [X]_ § B.2.2 Multi-Discipline Coordination: Coordinate services provided by the Architect and the Architect’s consultants with those services provided by the Owner, the Owner’s consultants, the Design-Builder and the Design-Builder’s consultants and contractors. [ ] § B.2.3 Design Services Scheduling: Prepare and periodically update a design services schedule that shall identify milestone dates for decisions required of the Owner, the Design-Builder and the Design-Builder’s consultants and contractors; services furnished by the Architect; and completion of Construction Documents. [ ] § B.2.4 Materials, Systems and Equipment Evaluation: Assist the Design-Builder with the evaluation of alternative materials, building systems and equipment, together with other considerations based on the Project Criteria, other criteria, the Project budget and aesthetics in developing the design for the Project. [ X ] § B.2.5 Project Design Presentations: Make presentations to explain the design of the Project to the Owner, Design-Builder or governmental authorities. 1 Provide not more than two ( 2 ) presentations over the duration of the Project. {%] § B.2.6 Design-Builder and Owner Submissions: Submit design and Construction Documents to the Design-Builder at scheduled intervals for purposes