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

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of evaluation and approval by the Design-Builder. The Architect shall be entitled to rely on approvals received from the Design-Builder in the further execution of the Architect’s services. 1 Provide not more than two ( 2 ) submissions over the duration of the Project. [X] § B.2.7 Governmental Authorities Submissions: Assist the Design-Builder in connection with the Design-Builder’s responsibility for filing documents required for the approval of governmental authorities having jurisdiction over the Project. ‘A Provide not more than two ( 2 ) submissions over the duration of the Project. ARTICLE B.3 EVALUATION AND ESTIMATING SERVICES [ ] § B.3.1 Project Criteria, Schedule and Budget: Provide an evaluation of the information furnished by the Design-Builder under this Agreement, including the Project Criteria, other requirements provided by the Design-Builder, the Project schedule, and the budget for the Cost of the Work for the Architect’s Portion of the Project, each in terms of the other. The Architect shall notify the Design-Builder of any other information or services that may be reasonably required for the Architect’s Portion of the Project. [ ] § B.3.2 Site Evaluation: Provide an evaluation of the Project site based on the information provided by the Design-Builder, the Project Criteria, other criteria provided by the Design-Builder, and the schedule and budget for the Cost of the Work for the Architect’s Portion of the Project. { ] § B.3.3 Selection of Construction Contracting Method: Review the Design-Builder’s proposed method of contracting for construction services; notify the Design-Builder of anticipated impacts that the proposed method may have on the Project Criteria, other criteria provided by the Design-Builder, and the schedule and budget for the Cost of the Work for the Architect’s Portion of the Project. [ ] § B.3.4 Estimates of the Cost of the Work for the Architect’s Portion of the Project: Prepare an estimate AIA Document B143™ — 2004 Exhibit B. Copyright © 2004 by The American institute of Architects. All rights reserved. WARNING: This AIA® Document is Init. protected by U.S. Copyright Law and International Treaties. Unauthorized 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 i software at 16:56:53 on 09/24/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale. User Notes: (41380926063) Comer of the Cost of the Work for the Architect’s Portion of the Project. As the design progresses through the preparation of the Construction Documents, periodically update the estimate of the Cost of the Work for the Architect’s Portion of the Project. ARTICLE B.4 DESIGN SERVICES [X] § B41 Design Documents: Provide design documents based on the Design-Build Documents defined in, other criteria provided by the Design-Builder, the schedule and the budget for the Cost of the Work, all as pertaining to the Architect’s Portion of the Project. The documents-shall establish the design of the Architect’s Portion of the Project illustrating the scale and relationship of the design components. Deviations, if any, from the Project Criteria shall be disclosed in writing. The design documents may include a site plan, building plans, sections and elevations, study models, and perspective sketches. Selections of major building systems and construction materials shall be noted on the drawings or described in outline specifications. [ X ] § B.4.2 Construction Documents: Provide construction documents based on the approved design documents and updated budget for the Cost of the Work for the Architect’s Portion of the Project. The construction documents shall set forth the requirements for construction of the Architect’s Portion of the Project. The construction documents shall include drawings and specifications that establish the quality levels of materials and systems required for the Architect’s Portion of the Project. [X]_ § B.4.3 Specification of Performance or Design Criteria: If professional design services or certifications by a design professional related to systems, materials or equipment are specifically required by the Contract Documents to be provided by a person or entity other than the Architect or the Architect’s consultants, the Architect shall specify appropriate performance and design criteria that such services must satisfy. ARTICLE B.5 CONSTRUCTION PROCUREMENT SERVICES [ ] § B.5.1 Bidding/Proposal Information: Assist the Design-Builder in preparing bidding and procurement information which describes the time, place and conditions of bidding; bidding or proposal forms; the form of agreement between the Design-Builder and the Contractor; and the Conditions of the Contract for Construction (General, Supplementary and other conditions), [ ] § B.5.2 Selection of Bidders/Proposers: Assist the Design-Builder in establishing a list of prospective contractors from whom bids or proposals will be solicited. [ ] § B.5.3 Bidding/Proposal Document Reproduction: Arrange for procuring the reproduction of documents for distribution. The Design-Builder shall pay directly for the cost of reproduction or shall reimburse the Architect for such expenses. [ ] § B.5.4 Bidding/Proposal Document Distribution: Distribute the documents and request their return upon completion of the bidding/proposal process; maintain a log of distribution and retrieval, and the amounts of deposits, if any, received from and returned to prospective bidders/proposers. [ ] § B.5.5 Substitutions: Review requests for substitutions, if permitted by the bidding/proposal documents; prepare and distribute addenda identifying approved substitutions to all prospective bidders/proposers. [ ] § B.5.6 Pre-Bid/Proposal Conference: Participate in, pre-bid conference for prospective bidders or pre-proposal conference for prospective proposers. [ ] § B.5.7 Addenda: Prepare responses to questions from prospective bidders/proposers and provide clarifications and interpretations in the form of addenda. [ ] § B.5.8 Opening of Bids/Proposals: Participate in, or at the Design-Builder’s direction organize and conduct, the opening of the bids/proposals; document and distribute the results, as directed by the Design-Builder. [ ] § B.5.9 Bid/Proposal Evaluation: Assist the Design-Builder in bid validation or proposal evaluation and determination of the successful bid or proposal, if any; notify all prospective bidders or contractors of the bid or proposal results. AIA Document B143™ — 2004 Exhibit B. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is Init 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 f software at 16:56:53 on 09/24/2012 under Order No.5092324330_1 which expires on 01/16/2013, and is not for resale. User Notes: (1380926063) Init. { ] § B.5.10 Bid/Proposal Negotiations: Assist the Design-Builder during negotiations with selected prospective contractors and prepare a summary report of the negotiation results, as directed by the Design-Builder. ARTICLE B.6 CONSTRUCTION CONTRACT ADMINISTRATION SERVICES [ ] § .B.6.1 General Administration: Provide administration of the Contract for Construction between the Design-Builder and the Contractor for the Architect’s Portion of the Project as set forth below. Duties, responsibilities and limitations of authority of the Architect under this Article B.6 shall not be restricted, modified or extended without written agreement of the Design-Builder and Architect. The Architect shall have authority to act on behalf of the Design-Builder only to the extent provided in this Agreement unless otherwise modified in writing. Responsibility to provide the Construction Contract Administration Services under this Agreement shall coincide with the date of the first service provided in accordance with the Contract for Construction and shall terminate sixty (60) days after the date of Substantial Completion of the Architect’s Portion of the Project. [X] § B.6.2 Requests for Information: Review properly prepared, timely requests by the Contractor for additional information about the Contract Documents. A properly prepared request for additional information about the Contract Documents shall be in a form prepared or approved by the Architect and shall include a detailed written statement that indicates the specific drawings or specifications in need of clarification and the nature of the clarification requested. If deemed appropriate by the Architect, the Architect may, on the Design-Builder’s behalf, prepare, reproduce and distribute supplemental drawings and specifications in response to requests for information by the Contractor. | [X] § B63 Evaluations of the Architect’s Portion of the Project § B.6.3.1 Visit the site on behalf of the Design-Builder at intervals appropriate to the stage of the Contractor’s operations, or as otherwise agreed to by the Design-Builder and the Architect, (1) to become generally familiar with and to keep the Design-Builder informed about the progress and quality of the Architect’s Portion of the Project completed, (2) to endeavor to guard the Design-Builder against defects and deficiencies in the Architect’s Portion of the Project, and (3) to determine in general if the Architect’s Portion of the Project is being performed in a manner indicating that the Architect’s Portion of the Project, when completed, will be in accordance with the Contract Documents. However, the Architect shall not be required to make exhaustive or continuous on-site inspections to check the quality or quantity of the Architect’s Portion of the Project. 1 Provide not more than Bi-weekly visits to the Project site by the Architect over the duration of the Project during construction. [X] § B.6.3.2 Report to the Design-Builder known deviations from the Contract Documents and from the most recent construction schedule submitted by the Contractor. However, the Architect shall not be responsible for the Contractor’s failure to perform the Architect’s Portion of the Project in accordance with the requirements of the Contract Documents. The Architect shall be responsible for the Architect’s negligent acts or omissions, but shall not have control over or charge of and shall not be responsible for acts or omissions of the Design-Builder, Contractor, Subcontractors, or their agents or employees, or of any other persons or entities performing the Architect’s Portion of the Project. § B.6.3.3 The Architect shall have access to the Architect’s Portion of the Project whenever it is in preparation or progress. | [X] § B.6.4 Rejection of Work § B.6.4.1 Reject Work that does not conform to the Contract Documents prepared by the Architect and, when necessary or advisable, require inspection or testing of Work which is part of the Architect’s Portion of the Project in accordance with the provisions of the Contract Documents, whether or not such Work is fabricated, installed or completed. However, neither this authority nor a decision made in good faith either to exercise or not to exercise such authority shall give rise to a duty or responsibility to the Contractor, Subcontractors, material and equipment suppliers, their agents or employees or other persons or entities performing portions of the Architect’s Portion of the Project. AIA Document B143™ —- 2004 Exhibit B. 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

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