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

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.§092324330_1 which expires on 01/16/2013, and is not for resale. User Notes: (1380926063) j § B.6.4.2 The Architect shall have authority to reject Work that does not conform to the Contract Documents. [ ] § B.6.5 Recommendations for Payments to Contractor § 8.6.5.1 Based on evaluations of the Architect’s Portion of the Project as described in Section B.6.3 and on the data comprising the Contractor’s Application for Payment, review the Contractor’s requests for amounts due and. make recommendations to the Design-Builder indicating adjustments, if any, in such amounts due. Such recommendation for payment shall constitute a representation to the Design-Builder that, to the best of the Architect’s knowledge, information and belief, the Architect’s Portion of the Project has progressed to the point indicated and the quality of the Architect’s Portion of the Project is in accordance with the Contract Documents. The foregoing representations are subject to (1) an evaluation of the Architect’s Portion of the Project for conformance with the Contract Documents upon Substantial Completion, (2) results of subsequent tests and inspections, (3) correction of minor deviations from the Contract Documents prior to completion, and (4) specific qualifications expressed by the Architect. Maintain a record of the Contractor’s Applications for Payment. § B.6.5.2 The issuance of a recommendation for payment shall not be a representation that the Architect has (1) made exhaustive or continuous on-site inspections to check the quality or quantity of the Architect’s Portion of the Project, (2) reviewed construction means, methods, techniques, sequences or procedures, (3) reviewed copies of requisitions received from Subcontractors and material suppliers and other data requested by the Design-Builder to substantiate the Contractor’s right to payment, or (4) ascertained how or for what purpose the Contractor has used money previously paid on account of the Contract Sum. | EX] § B.6.6 Submittals § B.6.6.1 Review and approve submittals, such as Shop Drawings, product data and samples for the Architect’s Portion of the Project, for the limited purpose of checking for conformance with information given and the design concept expressed in the Contract Documents. Such action shali be taken subsequent to the Design-Builder’s or Contractor’s review and approval and with such reasonable promptness as to cause no delay in the Architect’s Portion of the Project or in the activities of the Contractor, while allowing sufficient time to permit adequate review. Review of such submittals is not conducted for the purpose of determining the accuracy and completeness of other details such as dimensions and quantities, or for substantiating instructions for installation or performance of equipment or systems, all of which remain the responsibility of the Contractor as required by the Contract Documents. Review of submittals shal! not constitute approval of safety precautions or of any construction means, methods, techniques, sequences or procedures. Approval of a specific item shall not indicate approval of an assembly of which the item is a component nor shall such review relieve the Contractor or its sole responsibility for the adequacy, suitability, performance, quality, or completeness of such submittals. | J Provide not more than two ( 2 )reviews of each Shop Drawing, product data item, sample and similar submittal of the Contractor. [XX] § B.6.6.2 Maintain a record of submittals and copies of submittals supplied by the Contractor relating to the Architect’s Portion of the Project in accordance with the requirements of the Contract Documents. [ ] § B.6.7 Changes in the Work § B.6.7.1 Review and Prepare Proposed Change Orders and Construction Change Directives. Review properly prepared, timely requests for changes in the Architect’s Portion of the Project, including adjustments to the Contract Sum or Contract Time. A properly prepared request for a change in the Architect’s Portion of the Project shall be accompanied by sufficient supporting data and information to permit a reasonable determination without extensive investigation or preparation of additional drawings or specifications. Prepare Change Orders and Construction Change Directives for the Design-Builder’s approval and execution in accordance with the Contract Documents. Prepare and distribute drawings and specifications to describe Work to be added, deleted or modified, as provided in Section B.9.1.3. Maintain records relative to changes in the Architect’s Portion of the Project. | [X] § B.6.7.2 Minor Changes. Issue an order for a minor change in the Architect’s Portion of the Project. § B.6.8 Project Completion | [X] § B.6.8.1 Substantial Completion Inspection: Conduct inspections of the Architect’s Portion of the Project AIA Document B143™ — 2604 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 5 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: (1380926063) sap - to determine the date or dates of Substantial Completion and the date of final completion. Such inspections shall be conducted to check the Architect’s Portion of the Project for conformance with the requirements of the Contract Documents for the Architect’s Portion of the Project J Provide not more than two ( 2 ) inspections for any portion of the Architect’s Portion of the Project to determine whether such portion is substantially complete in accordance with the requirements of the Contract Documents. 2 Provide not more than one ( 1 ) inspections for any portion of the Work to determine final completion. [ ] § B.6.8.2 Final Payment: Make recommendation for final payment to the Contractor based on a final inspection of the Architect’s Portion of the Project. {[ ] § B.6.8.3 Project Completion Documents: Receive from the Contractor and forward to the Design-Builder (1) consent of surety or sureties, if any, to reduction in or partial release of retainage or the making of final payment, and (2) affidavits, receipts, releases and waivers of liens or bonds indemnifying the Owner and Design-Builder against liens. Receive from the Contractor and forward to the Design-Builder for Design- Builder’s review and records, written warranties and related documents required by the Contract Documents and assembled by the Contractor. ARTICLE B.? FACILITY OPERATION SERVICES { ] § B.7.1 Warranty Review Services: During the 12 months from the date of Substantial Completion review selected materials, systems and equipment prior to expiration of the warranty period(s) to ascertain their adequacy of performance. Document defects or deficiencies. Prepare instructions for correction of noted defects. { ] § B.7.2 Project Anniversary Review: Prior to the expiration of one year from the date of Substantial Completion, meet with the Design-Builder and the Owner to review facility operations and performance and make appropriate recommendations to the Design-Builder. ARTICLE B.8 DESCRIPTION OF SERVICES (In the space below, provide expanded or modified descriptions of the services designated above, add other services as space permits, or refer to an attachment to this document.) ARTICLE B.9 CHANGE IN SERVICES § B.9.1 If applicable to the services designated in Article B.6 of this Exhibit B, then the following shall be provided as a Change in Services in accordance with Section 3.3 of the Agreement: <1 review of a Contractor’s submittal out of sequence from the submittal schedule agreed to by the Architect; .2 respond to the Contractor’s requests for information where such information is available to the Contractor from a careful study and comparison of the Contract Documents, field conditions, other Design-Builder-provided information, Contractor-prepared coordination drawings, or prior Project correspondence or documentation; .3 prepare Change Orders and Construction Change Directives requiring evaluation of proposals, including the preparation or revision of Instruments of Service; 4 provide consultation concerning replacement of Work resulting from fire or other cause during construction; 5 evaluate claims submitted by the Design-Builder’s consultants, the Contractor or others in connection with the Work; 6 evaluate substitutions proposed by the Design-Builder, the Design-Builder’s consultants or the Contractor and making subsequent revisions to Instruments of Service resulting therefrom; 7 prepare documentation in connection with alternate bid or proposal requests submitted by the Design-Builder; or 8 perform Construction Contract Administration Services provided more than sixty (60) days after the last date of Substantial Completion 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 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 wili be prosecuted to the maximum extent possible under the law. This document was produced by AIA t 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) KYA EXHIBIT C - Fee Basis Construction Budget = $6,000,000 . ’ Design Total Basic Design Service Fee based o1 on State of Florida DMS Fee Curve : Renovation design for Judiciat and Office space $6, 000, (ut) Compleat C, 7 o7% Total Additional Services Fee Build: Construction Management Services 5% of $8,000,000 construction budget Toial for Design and Bulld Services oo Phase One Design = Phase One Basic Design Services - . Schematic Design Phase _ Renovation design for Judicial and Office space - Fee calculated as 20% of total basic services Bulld ooo Phase One Pre-construction Fee. 20% of Pre-construction Fee [$60,000] Phase One Additional Services: © , Survey of campus with grades Programming Services for Judicial Facility Landscape Design Measured Drawings of Existing Facilities Facility Analysis Total Phase One Additional Services Fee Total Phase One Design and Build Services Fees $478,087 . “$126,580 $300,000. $904,867 $ 95,817 $ 12,000 $ 8,000 . $ 23,980 $ 2,000 $ 15,000 $. 10,000 $58,980 $166,597 @ , ny --" Phase Two Design. Phase Two Basic Design Services - Design Development through 100% Construction Documents - Renovation design for Judicial and Office space Fee calculated as 80% of total basic. services Bulld Total Phase Two Construction Management Services — Completion of Pre-construction Services and Build Services Phase Two Additional Services: Landscape Design - Interior Design for dudicial Facility Voice, DATA, Telecom, AV . Security Planning Total Phase Two Additional Services Fee Total Phase Two Design and Build Services Fees: $382,470 $288,000 $ 20,500 $ 28,060 Owner Provided $ 19,040 § 67,600 $738,070 EXHIBIT AA INITIAL INFORMATION/SCOPE OF WORK Remodel of existing Shalimar Annex Courthouse. Incorporate the following departments/constitutional offices and their estimated square footage required into the Shalimar Annex Complex: AGENCY SQUARE