08 BIH Mallory View RFP Specifications.pdf.crdownload

CLARENCE WELTI AND ASSOCIATES INC

BARLHAMSTED HOUSING TRUST

MALLORY VIEW DEVELOPMENT

PROJECT MANUAL AND SPECIFICATIONS

LIFECARE DESIGN INC.

architecture - planning - interior design

MEMBER OF THE UNITED STATES GREEN BUILDING COUNCIL

MAY 10, 2023

SITE ENGINEERS MEP ENGINEERS GEOTHECNICAL ENGINEERS

SECTION 000110

TABLE OF CONTENTS

05-09-2023 MALLORY VIEW DEVELOPMENT 19552

PROJECT MANUAL AND SPECIFICATIONS

000110 TABLE OF CONTENTS

DIVISION 01 - GENERAL REQUIREMENTS

011000 SUMMARY

012300 ALTERNATES

012600 CONTRACT MODIFICATION PROCEDURES

012900 PAYMENT PROCEDURES

013100 PROJECT MANAGEMENT AND COORDINATION

013200 CONSTRUCTION PROGRESS DOCUMENTATION

013300 SUBMITTAL PROCEDURES

014000 QUALITY REQUIREMENTS

014200 REFERENCES

015000 TEMPORARY FACILITIES AND CONTROLS

016000 PRODUCT REQUIREMENTS

017300 EXECUTION

017329 CUTTING AND PATCHING

017700 CLOSEOUT PROCEDURES

017823 OPERATION AND MAINTENANCE DATA

017839 PROJECT RECORD DOCUMENTS

017900 DEMONSTRATION AND TRAINING

018119 INDOOR AIR QUALITY REQUIREMENTS

019020 BUILDING AIR LEAKAGE TESTING REQUIREMENTS

DIVISION 02 – EXISTING CONDITIONS

021000 MAINTENANCE AND PROTECTION OF TRAFFIC

DIVISION 03 - CONCRETE

030510 CONCRETE MOISTURE VAPOR REDUCTION ADMIXTURE

032000 CONCRETE REINFORCEMENT

033000 CAST-IN-PLACE CONCRETE

DIVISION 04 - MASONRY

Not included in Specification

DIVISION 05 - METALS

Not included in Specification

DIVISION 06 – WOOD, PLASTICS, AND COMPOSITES

061053 MISCELLANEOUS ROUGH CARPENTRY

061533 WOOD PATIO DECKING

061600 SHEATHING

062013 EXTERIOR FINISH CARPENTRY

064023 INTERIOR ARCHITECTURAL WOODWORK

064300 WOOD STAIRS AND RAILINGS

DIVISION 07 - THERMAL AND MOISTURE PROTECTION

072100 THERMAL INSULATION

072500 WEATHER BARRIERS

072600 VAPOR RETARDERS

073113 ASPHALT SHINGLES

074113.16 STANDING-SEAM METAL ROOF PANELS

074633 PLASTIC SIDING

074646 FIBER CEMENT SIDING

076200 SHEET METAL FLASHING AND TRIM

078413 PENETRATION FIRESTOPPING

078446 FIRE-RESISTIVE JOINT SYSTEMS

079200 JOINT SEALANTS

079201 SPRAY FOAM SEALANTS

05-09-2023 MALLORY VIEW DEVELOPMENT 19552

DIVISION 08 – OPENINGS

081423 CLAD WOOD DOORS

081433 STILE AND RAIL WOOD DOORS

081613 FIBERGLASS DOORS

082300 BI-FOLD WOOD DOORS

083113 ACCESS DOORS AND FRAMES

083613 SECTIONAL DOORS

085413 FIBERGLASS WINDOWS

087100 DOOR HARDWARE

DIVISION 09 – FINISHES

092900 GYPSUM BOARD

093100 TILING

096519 RESILIENT TILE FLOORING

099100 PAINTING

DIVISION 10 - SPECIALTIES

102800 TOILET AND BATH ACCESSORIES

DIVISION 11 - EQUIPMENT

113100 RESIDENTIAL APPLIANCES

DIVISION 12 – FURNISHINGS

122413 ROLLER WINDOW SHADES

123530 RESIDENTIAL CASEWORK

123640 STONE COUNTERTOPS

DIVISION 13 – SPECIAL CONSTRUCTION

Not included in Specification

DIVISION 14 – CONVEYING EQUIPMENT

Not included in Specification

DIVISION 21 – FIRE PROTECTION

210500 COMMON WORK RESULTS FOR FIRE SUPPRESSION

211100 FACILITY FIRE-SUPPRESSION WATER-SERVICE PIPING

211300 FIRE-SUPPRESSION SPRINKLER SYSTEMS

DIVISION 22 – PLUMBING

221005 PLUMBING PIPING

221006 PLUMBING PIPING SPECIALTIES

223000 PLUMBING EQUIPMENT

224000 PLUMBING FIXTURES

DIVISION 23 – HEATING VENTILATING AND AIR CONDITIONING

232300 REFRIGERANT PIPING

233100 HVAC DUCTS AND CASINGS

233300 AIR DUCT ACCESSORIES

233423 HVAC POWER VENTILATORS

233700 AIR OUTLET AND INLETS

238126.13 SMALL-CAPACITY SPLIT-SYSTEM AIR CONDITIONERS

DIVISION 26 – ELECTRICAL

260519 LOW-VOLTAGE ELECTRICAL POWER CONDUCTORS AND CABLES

260526 GROUNDING AND BONDING FOR ELECTRICAL SYSTEMS

260529 HANGERS AND SUPPORTS FOR ELECTRICAL SYSTEMS

260533.13 CONDUIT FOR ELECTRICAL SYSTEMS

260533.16 BOXES FOR ELECTRICAL SYSTEMS

260553 IDENTIFICATION FOR ELECTRICAL SYSTEMS

05-09-2023 MALLORY VIEW DEVELOPMENT 19552

262100 LOW-VOLTAGE ELECTRICAL SERVICE ENTRANCE

262416 PANELBOARDS

262726 WIRING DEVICES

DIVISION 27 – COMMUNICATIONS

Not included in Specification

DIVISION 28 – ELECTRONIC SAFETY AND SECURITY

Not included in Specification

DIVISION 31 – EARTHWORK

310000 EARTHWORK

311000 SITE CLEARING

311100 SITE UTILITY PREPARATION AND DEMOLITION

312300 EXCAVATION AND FILL

312319 DEWATERING

312333 TRENCHING AND BACKFILLING

312500 STORMWATER POLLUTION AND CONTROL PLAN

314100 EXCAVATION SUPPORT

DIVISION 32 – EXTERIOR IMPROVEMENTS

321216 BITUMINOUS ASPHALT CONCRETE PAVING

321313 CONCRETE PAVING

321713 BOLLARDS

321723 SIGNS AND PAVEMENT MARKINGS

323113 CHAIN LINK FENCE

329119 TOPSOIL

329200 LAWNS AND GRASSES

DIVISION 33 - UTILITIES

331116 SITE WATER UTILITY DISTRIBUTION PIPING

333100 SANITARY UTILITY SEWERAGE PIPING

334100 STORM UTILITY DRAINAGE PIPING

END OF SECTION 000110

SECTION 011000

SUMMARY

05-09-2023 MALLORY VIEW DEVELOPMENT 19552

SECTION 011000 - SUMMARY

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Instructions to Bidders, AIA Document A201 “The General Conditions of the Contract for

Construction”, 1997 Edition as amended, and Division 1 General Requirements, are a part of this Section and shall be binding on the Contractor and all Subcontractors who perform this work.

1.2 SUMMARY

A. This Section includes the following:

1. Project information.

2. Work covered by the Contract Documents.

3. Project schedule.

4. Coordination activities.

5. Use of premises.

6. Owner's occupancy requirements.

7. Work restrictions.

8. Specification formats and conventions.

9. Codes, standards, permits.

10. OSHA.

B. Related Sections include the following:

1. Division 01 Section “Alternates” for bidding requirements of this Section.

2. Division 01 Section "Temporary Facilities and Controls" for limitations and procedures governing temporary use of Owner's facilities.

1.3 PROJECT INFORMATION

A. Project Identification: Mallory View.

1. Project Location: Old New Hartford Road, Barkhamsted, CT.

B. Owner: Barkhamsted Housing Trust.

C. Architect: The Contract Documents were prepared for Project by Lifecare Design, Inc. of Hartford, CT.

1.4 WORK COVERED BY CONTRACT DOCUMENTS

A. The Project consists of the following:

1. New construction of five, one- and two-story residential buildings including 20 units total consisting of one-, two- and three-bedroom units with single garage.

1.5 TYPE OF CONTRACT

A. Project will be constructed under a single contract.

1.6 SCHEDULE

A. General: The Contractor shall prepare a detailed construction schedule, to be submitted to the Owner, Architect, and Owner’s Representative for review and approval. The schedule must clearly demonstrate the proper sequencing of construction activities.

1. The Construction Schedule is critical to the project. All work is required to be

Substantially Complete, with a Certificate of Occupancy obtained, and ready for occupancy by the Owner, on or before the date agreed upon in the Contractor/Owner Agreement.

1.7 WORK UNDER OTHER CONTRACTS

A. General: Cooperate fully with separate contractors so work on those contracts may be carried out smoothly, without interfering with or delaying work under this Contract.

Coordinate the Work of this Contract with work performed under separate contracts.

1.8 USE OF PREMISES

A. General: Contractor shall have full use of Project site for construction operations during construction period. Contractor's use of Project site is limited only by Owner's right to perform work or to retain other contractors on portions of Project.

B. Use of Site: Limit use of premises to areas determined by the Owner. Do not disturb portions of Project site beyond areas in which the Work is indicated.

1. Confine the parking of workmen’s and construction vehicles, and the storage of construction materials to a designated staging area determined by the Owner’s

Representative.

2. Owner Occupancy: Allow for Owner occupancy of Project site.

3. Driveways and Entrances: Keep driveways and entrances serving premises clear and available to Owner, Owner's employees, and emergency vehicles at all times. Do not use these areas for parking or storage of materials.

a. Schedule deliveries to minimize use of driveways and entrances.

b. Schedule deliveries to minimize space and time requirements for storage of materials and equipment on-site.

1.9 OWNER'S OCCUPANCY REQUIREMENTS

A. Owner Occupancy of Completed Areas of Construction: Owner reserves the right to occupy and to place and install equipment in completed areas of building, before Substantial Completion, provided such occupancy does not interfere with completion of the Work. Such placement of equipment and partial occupancy shall not constitute acceptance of the total

Work.

1. Architect will prepare a Certificate of Substantial Completion for each specific portion of the Work to be occupied before Owner occupancy.

2. Obtain a Certificate of Occupancy from authorities having jurisdiction before Owner occupancy.

3. Before partial Owner occupancy, mechanical and electrical systems shall be fully operational, and required tests and inspections shall be successfully completed. On occupancy, Owner will operate and maintain mechanical and electrical systems serving occupied portions of building.

4. On occupancy, Owner will assume responsibility for maintenance and custodial service for occupied portions of building.

1.10 WORK RESTRICTIONS

A. On-Site Work Hours: Work shall be generally performed during normal business working hours of 7:00 a.m. to 5:00 p.m., Monday through Friday, except otherwise indicated.

1. Weekend Hours: Coordinate with Owner’s Representative.

2. Hours for Utility Shutdowns: Coordinate with Owner’s Representative.

B. Noise, Vibration, and Odors: Coordinate operations that may result in high levels of noise and vibration, odors, or other disruption to Owner occupancy with Owner.

1. Notify Owner not less than two days in advance of proposed disruptive operations.

2. Obtain Owner's written permission before proceeding with disruptive operations.

C. Nonsmoking Building: Smoking is not permitted within the building or within 25 feet of entrances, operable windows, or outdoor-air intakes.

1.11 SPECIFICATION FORMATS AND CONVENTIONS

A. Specification Format: The Specifications are organized into Divisions and Sections using the 16-division format and CSI/CSC's "MasterFormat" numbering system.

1. Section Identification: The Specifications use Section numbers and titles to help cross-referencing in the Contract Documents. Sections in the Project Manual are in numeric sequence; however, the sequence is incomplete because all available Section numbers are not used. Consult the table of contents at the beginning of the Project Manual to determine numbers and names of Sections in the Contract Documents.

2. Division 01: Sections in Division 01 govern the execution of the Work of all Sections in the Specifications.

B. Specification Content: The Specifications use certain conventions for the style of language and the intended meaning of certain terms, words, and phrases when used in particular situations. These conventions are as follows:

1. Abbreviated Language: Language used in the Specifications and other Contract

Documents is abbreviated. Words and meanings shall be interpreted as appropriate.

Words implied, but not stated, shall be inferred as the sense requires. Singular words shall be interpreted as plural, and plural words shall be interpreted as singular where applicable as the context of the Contract Documents indicates.

2. Imperative mood and streamlined language are generally used in the Specifications.

Requirements expressed in the imperative mood are to be performed by Contractor.

Occasionally, the indicative or subjunctive mood may be used in the Section Text for clarity to describe responsibilities that must be fulfilled indirectly by Contractor or by others when so noted.

a. The words "shall," "shall be," or "shall comply with," depending on the context, are implied where a colon (:) is used within a sentence or phrase.

C. In general, the Specifications will describe the quality of the work and the Drawings, the extent of the work. The Drawings and Specifications are cooperative and supplementary;

however, each item of the work is not necessarily mentioned in both the Drawings and the Specifications. All work necessary to complete the project, so described, is to be included in this Contract.

D. In case of disagreement between the Drawings and Specifications, or within either document itself, the Architect shall interpret the Documents to require the better quality or greater quantity of work for the Owner that can reasonably be construed therefrom. Any work performed by the Contractor without consulting the Architect, when the same requires a decision, shall be performed at the Contractor’s risk.

1.12 CODES, STANDARDS AND PERMITS

A. All work under this contract shall conform to all codes and standards in effect as of the date of receipt of Bids which are applicable to this Project. All work shall also conform to specific requirements and interpretations of local authorities having jurisdiction over the Project.

These Codes, standards, and authorities are referred to collectively as “the governing codes and authorities” and similar terms throughout the Specifications. Determination of applicable codes and standards and requirements of the authorities having jurisdiction shall be the responsibility of the Contractor; as shall be the analysis of all such codes and standards in regard to their applicability to the Project for the purposes of determining necessary construction to conform to such code requirements, for securing all approvals and permits necessary to proceed with construction, and to obtain all permits necessary for the Owner to occupy the facility for their intended use. In the case of conflicts between the requirements of different codes and standards, the most restrictive or stringent requirements shall be met.

B. The codes that were used in the design of this Project are as follows:

1. 2022 State Building Code (CSBC) including:

a. 2021 International Building Code (IBC)

b. 2021 International Mechanical Code (IMC)

c. 2021 International Plumbing Code (IPC)

d. 2020 NFPA 70, National Electrical Code (NEC)

e. 2021 International Energy Conservation Code (IECC)

f. 2017 ICC/ANSI A117.1- Accessible and Usable Buildings and Facilities

2. 2022 Connecticut Fire Safety Code (CSFSC) including:

a. 2021 International Fire Code (IFC), including all referenced standards.

3. 2022 Connecticut Fire Prevention Code (CSFSC) including:

a. 2021 NFPA, 1 Fire Code.

4. Current Connecticut Public Health Code.

5. Current OSHA.

6. Connecticut General Statutes.

7. Title II of the Americans with Disabilities Act (ADA) including the 2010 ADA Standards for Accessible Design.

8. Section 504, Rehabilitation Act 1973 including 504 Regulations.

9. Fair Housing Act and amendments.

C. Code Enforcement and Approvals: Secure and pay for the general building permit for the work, and conform to all conditions and requirements of the permit and code enforcement authorities.

D. Identify all permits (other than general building permit) required from authorities having jurisdiction over the Project for the construction and occupancy of the work. Prepare the necessary applications and submit required plans and documents to obtain such permits in a timely manner. Permit fees to be paid by the Subcontractor.

1. Display all permit cards as required by the authorities, and deliver legible photocopies of all permits to the Owner promptly upon their receipt.

2. Arrange for all inspections, testing and approvals required for all permits. Notify the

Owner and Architect at least three business days in advance, so they may arrange to observe.

3. Comply with all conditions and provide all notices required by all permits.

4. Perform and/or arrange for and pay for all testing and inspections required by the governing codes and authorities, other than those provided by the Owner, and notify the Owner and Architect of such inspections at least three business days in advance, so they may arrange to observe.

5. Where inspecting authorities require corrective work in conjunction with applicable codes and authorities, promptly comply with such requirements, except in cases where such requirements clearly exceed the requirements of the Contract Documents, in which case proceed in accordance with the procedures for modifications to the Work established in the Contract Documents.

1.13 OCCUPATIONAL SAFETY AND HEALTH ACT

A. The Contractor and each Subcontractor shall comply with the requirements of the Occupational Safety and Health Act of 1970 and the Construction Safety Act of 1969, including all standards and regulations which have been promulgated by the Governmental

Authorities which administer such Acts. Said requirements, standards and regulations are incorporated herein by reference.

1. In accordance with Connecticut General Statutes Sec. 31-53b, all project on-site personnel must show proof of completing and maintaining the OSHA 10 hour certification requirements in accordance with federal OSHA Training Institute standards.

B. The Contractor and each Subcontractor shall comply with said regulations, requirements and standards and require and be directly responsible for compliance therewith on the part of his agents, employees material men and Subcontractors; and shall directly receive and be responsible for all citations, assessments, fines or penalties which may be incurred by reason of his agents, employees, material men or Subcontractors failing to so comply.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION

SECTION 012300

ALTERNATES

SECTION 012300 - ALTERNATES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. This Section includes administrative and procedural requirements for alternates.

1.3 DEFINITIONS

A. Alternate: An amount proposed by bidders and stated on the Bid Form for certain work defined in the Bidding Requirements that may be added to or added from the Base Bid amount if Owner decides to accept a corresponding change either in the amount of construction to be completed or in the products, materials, equipment, systems, or installation methods described in the Contract Documents.

1. Alternates described in this Section are part of the Work only if enumerated in the

Agreement.

2. The cost or credit for each alternate is the net addition to the Contract Sum to incorporate alternate into the Work. No other adjustments are made to the Contract

Sum.

1.4 PROCEDURES

A. Coordination: Modify or adjust affected adjacent work as necessary to completely integrate work of the alternate into Project.

1. Include as part of each alternate, miscellaneous devices, accessory objects, and similar items incidental to or required for a complete installation whether or not indicated as part of alternate.

B. Notification: Immediately following award of the Contract, notify each party involved, in writing, of the status of each alternate. Indicate if alternates have been accepted, rejected, or deferred for later consideration. Include a complete description of negotiated modifications to alternates.

C. Execute accepted alternates under the same conditions as other work of the Contract.

D. Schedule: A Schedule of Alternates is included at the end of this Section. Specification Sections referenced in schedule contain requirements for materials necessary to achieve the work described under each alternate.

SECTION 012300

ALTERNATES

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 SCHEDULE OF ALTERNATES

A. Alternate No. 1: Fiber Cement Siding.

1. Provide fiber cement siding in lieu of vinyl siding in accordance with Division 07

Section “Fiber Cement Siding.”

2. Provide cellular PVC corner boards in lieu of vinyl corner boards in accordance with

Division 06 Section “Exterior Finish Carpentry.”

3. Provide vinyl soffit.

B. Alternate No. 2: Standing Seam Metal Roofing.

1. Provide standing seam metal roofing in lieu of asphalt shingles in accordance with Division 07 Section “Standing Seam Metal Roof Panels.”

SECTION 012600

CONTRACT MODIFICATION PROCEDURES

SECTION 012600 - CONTRACT MODIFICATION PROCEDURES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary

Conditions and Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. This Section specifies administrative and procedural requirements for handling and processing Contract modifications.

B. Related Sections include the following:

1. Division 01 Section "Unit Prices" for administrative requirements for using unit prices.

2. Division 01 Section “Project Management and Coordination” for submitting Requests for Information (RFIs).

3. Division 01 Section "Product Requirements" for administrative procedures for handling requests for substitutions made after Contract award.

1.3 MINOR CHANGES IN THE WORK

A. Architect will issue supplemental instructions authorizing Minor Changes in the Work, not involving adjustment to the Contract Sum or the Contract Time, on AIA Document G710, "Architect's Supplemental Instructions” or similar form prepared by Architect.

1.4 PROPOSAL REQUESTS

A. Owner-Initiated Proposal Requests: Architect will issue a detailed description of proposed changes in the Work that may require adjustment to the Contract Sum or the Contract Time.

If necessary, the description will include supplemental or revised Drawings and Specifications.

1. Proposal Requests issued by Architect are for information only. Do not consider them instructions either to stop work in progress or to execute the proposed change.

2. Within 10 days after receipt of Proposal Request, submit a quotation to the Architect, estimating cost adjustments to the Contract Sum and the Contract Time necessary to execute the change.

a. Include a list of quantities of products required or eliminated and unit costs, with total amount of purchases and credits to be made. If requested, furnish survey data to substantiate quantities.

b. Indicate applicable taxes, delivery charges, equipment rental, and amounts of trade discounts.

c. Include costs of labor and supervision directly attributable to the change.

d. Include an updated Contractor's Construction Schedule that indicates the effect of the change, including, but not limited to, changes in activity duration, start and finish times, and activity relationship. Use available total float before requesting an extension of the Contract Time.

B. Contractor-Initiated Proposals: If latent or unforeseen conditions require modifications to the Contract, Contractor may propose changes by first submitting a “Request for Information” to the Architect. This request will be responded to by the Architect, wherein the Contractor may submit a Change Order Proposal.

1. Include a statement outlining reasons for the change and the effect of the change on the Work. Provide a complete description of the proposed change. Indicate the effect of the proposed change on the Contract Sum and the Contract Time.

2. Include a list of quantities of products required or eliminated and unit costs, with total amount of purchases and credits to be made. If requested, furnish survey data to substantiate quantities.

3. Indicate applicable taxes, delivery charges, equipment rental, and amounts of trade discounts.

4. Include costs of labor and supervision directly attributable to the change.

5. Include an updated Contractor's Construction Schedule that indicates the effect of the change, including, but not limited to, changes in activity duration, start and finish times, and activity relationship. Use available total float before requesting an extension of the Contract Time.

1.5 ADMINISTRATIVE CHANGE ORDERS

A. Allowance Adjustment: See Division 01 Section "Allowances" for administrative procedures for preparation of Change Order Proposal for adjusting the Contract Sum to reflect actual costs of allowances.

B. Unit-Price Adjustment: See Division 01 Section "Unit Prices" for administrative procedures for preparation of Change Order Proposal for adjusting the Contract Sum to reflect measured scope of unit-price work.

1.6 CHANGE ORDER PROCEDURES

A. On Owner's approval of a Proposal Request, the Architect will issue a Change Order for signatures of Owner and Contractor on CHFA Form 2437 entitled “Request for Construction Change.”

1.7 CONSTRUCTION CHANGE DIRECTIVE

A. Construction Change Directive: Architect may issue a Construction Change Directive on AIA Document G714. Construction Change Directive instructs Contractor to proceed with a change in the Work, for subsequent inclusion in a Change Order.

1. Construction Change Directive contains a complete description of change in the Work.

It also designates method to be followed to determine change in the Contract Sum or the Contract Time.

B. Documentation: Maintain detailed records on a time and material basis of work required by the Construction Change Directive.

1. After completion of change, submit an itemized account and supporting data necessary to substantiate cost and time adjustments to the Contract.

PART 2 - PRODUCTS (Not Used)

SECTION 012900

PAYMENT PROCEDURES

SECTION 012900 – PAYMENT PROCEDURES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary

Conditions and Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. This Section specifies administrative and procedural requirements necessary to prepare and process Applications for Payment.

B. Related Sections include the following:

1. Division 01 Section "Contract Modification Procedures" for administrative procedures for handling changes to the Contract.

2. Division 01 Section "Construction Progress Documentation" for administrative requirements governing preparation and submittal of Contractor's Construction Schedule and Submittals Schedule.

1.3 DEFINITIONS

A. Schedule of Values: A statement furnished by Contractor allocating portions of the Contract

Sum to various portions of the Work and used as the basis for reviewing Contractor's Applications for Payment.

1.4 SCHEDULE OF VALUES

A. Coordination: Coordinate preparation of the Schedule of Values with preparation of Contractor's Construction Schedule.

1. Correlate line items in the Schedule of Values with other required administrative forms and schedules, including the following:

a. Application for Payment forms with Continuation Sheets.

b. Submittals Schedule.

c. Contractor's Construction Schedule.

2. Submit the Schedule of Values to the Architect at earliest possible date but no later than seven days before the date scheduled for submittal of initial Applications for Payment.

B. Format and Content: Use the Project Manual table of contents as a guide to establish line items for the Schedule of Values. Provide at least one line item for each Specification Section. For major trades with line item values greater than $25,000, provide a separate line item for units of work within each trade with a value not exceeding $25,000.

1. Identification: Include the following Project identification on the Schedule of Values:

a. Project name and location.

b. Name of Architect.

c. Architect's project number.

d. Contractor's name and address.

e. Date of submittal.

2. Submit draft of AIA Document G702 and AIA Document G703 Continuation Sheets.

3. Arrange the Schedule of Values in tabular form with separate columns to indicate the following for each item listed:

a. Related Specification Section or Division.

b. Description of the Work.

c. Name of subcontractor.

d. Name of manufacturer or fabricator.

e. Name of supplier.

f. Change Orders (numbers) that affect value.

g. Dollar value.

1) Percentage of the Contract Sum to nearest one-hundredth percent, adjusted to total 100 percent.

4. Provide a breakdown of the Contract Sum in enough detail to facilitate continued evaluation of Applications for Payment and progress reports. Coordinate with the Project Manual table of contents. Provide several line items for principal subcontract amounts, where appropriate. Include the following mandatory line items:

a. Mobilization.

b. Demobilization.

c. Builders Risk Insurance.

d. Bonds.

e. Coordination Drawings.

f. Scheduling.

g. Project record documents.

h. Operation and Maintenance manuals.

i. Field Engineering.

j. Daily Building Cleanup.

k. Safety Program.

l. Full-Time Project Manager.

m. Full-Time Project Superintendent.

n. Field Offices.

o. Dumpsters.

p. Cold Weather Protection.

q. Temporary Heat.

r. General Contract O&P (not to be included in each line item).

5. Round amounts to nearest whole dollar; total shall equal the Contract Sum.

6. Provide a separate line item in the Schedule of Values for each part of the Work where Applications for Payment may include materials or equipment purchased or fabricated and stored, but not yet installed.

a. Differentiate between items stored on-site and items stored off-site. If specified, include evidence of insurance or bonded warehousing.

7. Provide separate line items in the Schedule of Values for initial cost of materials, for each subsequent stage of completion, and for total installed value of that part of the Work.

8. Each item in the Schedule of Values and Applications for Payment shall be complete.

Include total cost and proportionate share of general overhead and profit for each item.

a. Temporary facilities and other major cost items that are not direct cost of actual work-in-place may be shown either as separate line items in the Schedule of Values or distributed as general overhead expense, at Contractor's option.

9. Schedule Updating: Update and resubmit the Schedule of Values before the next Applications for Payment when Change Orders or Construction Change Directives result in a change in the Contract Sum.

1.5 APPLICATIONS FOR PAYMENT

A. Each Application for Payment shall be consistent with previous applications and payments as certified by Architect and paid for by Owner.

1. Initial Application for Payment, Application for Payment at time of Substantial Completion, and final Application for Payment involve additional requirements.

B. Payment Application Times: The date for each progress payment is indicated in the Agreement between Owner and Contractor. The period of construction work covered by each Application for Payment is the period indicated in the Agreement.

1. At least ten days before the date established for each formal Application for Payment, the Contractor shall submit to the Architect an itemized preliminary application for payment for review and comment. The Contractor shall then revise the preliminary application and at least two days prior to the date established for formal application, shall submit to the Architect the revised preliminary application, to allow time for the

Architect to prepare a written letter of explanation setting forth any objections and recommended changes to be forwarded along with the formal application to the owner.

C. Payment Application Forms: Use AIA Document G702 and AIA Document G703 Continuation Sheets as form for Applications for Payment.

D. Application Preparation: Complete every entry on form. Notarize and execute by a person authorized to sign legal documents on behalf of Contractor. Architect will return incomplete applications without action.

1. Entries shall match data on the Schedule of Values and Contractor's Construction Schedule. Use updated schedules if revisions were made.

2. Include amounts of Change Orders executed before last day of construction period covered by application.

E. Stored Materials: Include in Application for Payment amounts applied for materials or equipment purchased or fabricated and stored, but not yet installed. Differentiate between items stored on-site and items stored off-site.

1. Requests for payment for on-site stored materials shall be made on CHFA form entitled “Accounting of On-Site Inventory.”

2. Provide certificate of insurance, evidence of transfer of title to Owner, and consent of surety to payment, for stored materials.

3. Provide supporting documentation that verifies amount requested, such as paid invoices. Match amount requested with amounts indicated on documentation; do not include overhead and profit on stored materials.

4. Provide summary documentation for stored materials indicating the following:

a. Value of materials previously stored and remaining stored as of date of previous Applications for Payment.

b. Value of previously stored materials put in place after date of previous Application for Payment and on or before date of current Application for Payment.

c. Value of materials stored since date of previous Application for Payment and remaining stored as of date of current Application for Payment.

5. Provide summary documentation for off-site stored materials indicating the following:

a. Evidence of insurance (casualty, theft, etc.) for the stored items and the facility itself, if stored other than at the manufacturer’s plant.

b. Bonding company’s consent to the off-site storage.

c. UCC-1s for the stored materials creating a security interest for CHFA.

d. A CHFA Field Observer’s report, which accepts the proposed storage environment, and a report confirming acceptable delivery of the subject item(s) to the facility.

F. Transmittal: Submit THREE (3) signed and notarized original copies of each Application for Payment to Architect by a method ensuring receipt within 24 hours. One copy shall include waivers of lien and similar attachments if required.

G. Waivers of Mechanic's Lien: With each Application for Payment, submit waivers of mechanic's lien from every entity who is lawfully entitled to file a mechanic's lien arising out of the Contract and related to the Work covered by the payment.

1. Submit partial waivers on each item for amount requested in previous application, after deduction for retainage, on each item.

2. When an application shows completion of an item, submit final or full waivers.

3. Owner reserves the right to designate which entities involved in the Work must submit waivers.

4. Submit final Application for Payment with or preceded by conditional final waivers from every entity involved with performance of the Work covered by the application who is lawfully entitled to a lien.

5. Waiver Forms: Submit waivers of lien on the CHFA form “Total of Lien Waiver Payments.”

a. Beginning with the second requisition, each monthly requisition shall include lien waivers for a minimum of 90 percent of the amount indicated on the previous months’s Contractor Requisition as “Due This Requisition.”

H. Initial Application for Payment: Administrative actions and submittals that must precede or coincide with submittal of first Application for Payment include the following:

1. List of subcontractors.

2. Schedule of Values.

3. Contractor's Construction Schedule (preliminary if not final).

4. Products list.

5. Schedule of unit prices.

6. Submittals Schedule (preliminary if not final).

7. List of Contractor's staff assignments.

8. List of Contractor's principal consultants.

9. Copies of building permits.

10. Copies of authorizations and licenses from authorities having jurisdiction for performance of the Work.

11. Initial progress report.

12. Report of preconstruction conference.

13. Certificates of insurance and insurance policies.

14. Performance and payment bonds.

15. Data needed to acquire Owner's insurance.

I. Application for Payment at Substantial Completion: After issuing the Certificate of Substantial Completion, submit an Application for Payment showing 100 percent completion for portion of the Work claimed as substantially complete.

1. Include documentation supporting claim that the Work is substantially complete and a statement showing an accounting of changes to the Contract Sum.

J. Final Payment Application: Submit final Application for Payment with releases and supporting documentation not previously submitted and accepted, including, but not limited, to the following:

1. Evidence of completion of Project closeout requirements.

2. Insurance certificates for products and completed operations where required and proof that taxes, fees, and similar obligations were paid.

3. Updated final statement, accounting for final changes to the Contract Sum.

4. AIA Document G706, "Contractor's Affidavit of Payment of Debts and Claims."

5. AIA Document G706A, "Contractor's Affidavit of Release of Liens."

6. AIA Document G707, "Consent of Surety to Final Payment."

7. Evidence that claims have been settled.

8. Final meter readings for utilities, a measured record of stored fuel, and similar data as of date of Substantial Completion or when Owner took possession of and assumed responsibility for corresponding elements of the Work.

PART 2 - PRODUCTS (Not Used)

SECTION 013100

PROJECT MANAGEMENT AND COORDINATION

SECTION 013100 – PROJECT MANAGEMENT AND COORDINATION

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary

Conditions and Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. This Section includes administrative provisions for coordinating construction operations on Project including, but not limited to, the following:

1. General coordination procedures.

2. Coordination Drawings.

3. Administrative and supervisory personnel.

4. Project meetings.

5. Requests for Information (RFIs).

B. Related Sections include the following:

1. Division 01 Section "Construction Progress Documentation" for preparing and submitting Contractor's Construction Schedule.

2. Division 01 Section "Execution" for procedures for coordinating general installation and field-engineering services, including establishment of benchmarks and control points.

3. Division 01 Section "Closeout Procedures" for coordinating closeout of the Contract.

1.3 DEFINITIONS

A. RFI: Request from Contractor seeking interpretation or clarification of the Contract Documents.

1.4 INFORMATIONAL SUBMITTALS

A. Subcontract List: Prepare a written summary identifying individuals or firms proposed for each portion of the Work, including those who are to furnish products or equipment fabricated to a special design. Include the following information in tabular form:

1. Name, address, and telephone number of entity performing subcontract or supplying products.

2. Number and title of related Specification Section(s) covered by subcontract.

3. Drawing number and detail references, as appropriate, covered by subcontract.

B. Key Personnel Names: Within 10 days of starting construction operations, submit a list of key personnel assignments, including superintendent and other personnel in attendance at Project site. Identify individuals and their duties and responsibilities; list addresses and telephone numbers, including home and office telephone numbers. Provide names, addresses, and telephone numbers of individuals assigned as standbys in the absence of individuals assigned to Project.

1. Keep list current at all times, resubmit upon update.

1.5 GENERAL COORDINATION PROCEDURES

A. Coordination: Coordinate construction operations included in different Sections of the

Specifications to ensure efficient and orderly installation of each part of the Work.

Coordinate construction operations, included in different Sections that depend on each other for proper installation, connection, and operation.

1. Schedule construction operations in sequence required to obtain the best results where installation of one part of the Work depends on installation of other components, before or after its own installation.

2. Coordinate installation of different components with other contractors to ensure maximum accessibility for required maintenance, service, and repair.

3. Make adequate provisions to accommodate items scheduled for later installation.

4. Where availability of space is limited, coordinate installation of different components to ensure maximum performance and accessibility for required maintenance, service, and repair of all components, including mechanical and electrical.

5. No claim for additional compensation or extension of Contract Time will be permitted for conditions resulting from lack of coordination.

B. Prepare memoranda for distribution to each party involved, outlining special procedures required for coordination. Include such items as required notices, reports, and list of attendees at meetings.

1. Prepare similar memoranda for Owner and separate contractors if coordination of their Work is required.

C. Administrative Procedures: Coordinate scheduling and timing of required administrative procedures with other construction activities and activities of other contractors to avoid conflicts and to ensure orderly progress of the Work. Such administrative activities include, but are not limited to, the following:

1. Preparation of Contractor's Construction Schedule.

2. Preparation of the Schedule of Values.

3. Installation and removal of temporary facilities and controls.

4. Delivery and processing of submittals.

5. Preinstallation conferences.

6. Progress meetings.

7. Startup and adjustment of systems.

8. Project closeout activities.

D. Conservation: Coordinate construction activities to ensure that operations are carried out with consideration given to conservation of energy, water, and materials.

1. Salvage materials and equipment involved in performance of, but not actually incorporated into, the Work. Refer to other Sections for disposition of salvaged materials that are designated as Owner's property.

1.6 COORDINATION DRAWINGS

A. Coordination Drawings, General: Prepare and submit Coordination Drawings to achieve maximum utilization of space for efficient installation of different components and for coordination of installation of products and materials fabricated by separate entities.

1. Content: Project-specific information, drawn accurately to scale. Do not base Coordination Drawings on reproductions of the Contract Documents or standard printed data. Include the following information, as applicable:

a. Use applicable Drawings as a basis for preparation of coordination drawings.

Prepare sections, elevations, and details as needed to describe relationship of various systems and components.

b. Coordinate the addition of trade-specific information to the coordination drawings by multiple contractors in a sequence that best provides for coordination of the information and resolution of conflicts between installed components before submitting for review.

c. Indicate functional and spatial relationships of components of architectural, structural, civil, mechanical, and electrical systems.

d. Indicate space requirements for routine maintenance and for anticipated replacement of components during the life of the installation.

e. Show location and size of access doors required for access to concealed dampers, valves, and other controls.

f. Indicate required installation sequences.

g. Indicate dimensions shown on the Drawings. Specifically note dimensions that appear to be in conflict with submitted equipment and minimum clearance requirements. Provide alternate sketches to Architect indicating proposed resolution of such conflicts. Minor dimension changes and difficult installations will not be considered changes to the Contract.

2. Sheet Size: At least 24 by 36 inches but no larger than 30 by 42 inches at a scale suitable for presentation of the information.

3. Number of Copies: Submit six (6) copies of each submittal.

a. Submit one additional copy where Coordination Drawings are required for operation and maintenance manuals. Architect will retain two copies; remainder will be returned. Mark up and retain one returned copy as a Project Record Drawing.

4. Refer to individual Sections for Coordination Drawing requirements for Work in those Sections.

B. Coordination Drawing Organization: Organize coordination drawings as follows:

1. Floor Plans and Reflected Ceiling Plans: Show architectural and structural elements, and mechanical, plumbing, fire protection, fire alarm, and electrical Work. Show locations of visible ceiling-mounted devices relative to acoustical ceiling grid.

Supplement plan drawings with section drawings where required to adequately represent the Work.

2. Plenum Space: Indicate subframing for support of ceiling and wall systems, mechanical and electrical equipment, and related Work. Locate components within ceiling plenum to accommodate layout of light fixtures indicated on Drawings.

Indicate areas of conflict between light fixtures and other components.

3. Mechanical Rooms: Provide coordination drawings for mechanical rooms showing plans and elevations of mechanical, plumbing, fire protection, fire alarm, and electrical equipment.

4. Structural Penetrations: Indicate penetrations and openings required for all disciplines.

5. Mechanical and Plumbing Work: Show the following:

a. Sizes and bottom elevations of ductwork, piping, and conduit runs, including insulation, bracing, flanges, and support systems.

b. Dimensions of major components, such as dampers, valves, diffusers, access doors, cleanouts and electrical distribution equipment.

c. Fire-rated enclosures around ductwork.

6. Electrical Work: Show the following:

a. Runs of vertical and horizontal conduit 1-1/4 inch diameter and larger.

b. Light fixture, exit light, emergency battery pack, smoke detector, and other fire alarm locations.

c. Panel board, switch board, switchgear, transformer, busway, generator, and motor control center locations.

d. Location of pull boxes and junction boxes, dimensioned from column center lines.

7. Fire-Protection System: Show the following:

a. Locations of standpipes, mains piping, branch lines, pipe drops, and sprinkler heads.

8. Review: Architect will review coordination drawings to confirm that the Work is being coordinated, but not for the details of the coordination, which are the Contractor's responsibility. If the Architect determines that the coordination drawings are not being prepared in sufficient scope or detail, or are otherwise deficient, the Architect will so inform the Contractor, who shall make changes as directed and resubmit.

9. Coordination Drawing Prints: Prepare coordination drawing prints according to requirements in Division 01 Section "Submittal Procedures."

C. Coordination Digital Data Files: Prepare coordination digital data files in accordance with the following requirements:

1. File Preparation Format: Same digital data software program, version, and operating system as the original Drawings.

2. File Submittal Format: Submit or post coordination drawing files using format same as file preparation format.

3. At the Contractor’s written request, a copy of the Architect’s CAD files will be provided for the Contractor’s use in preparing Coordination Drawings for Project. Electronic File availability is limited to the Architectural Floor Plans and Reflected Ceiling Plans.

1.7 ADMINISTRATIVE AND SUPERVISORY PERSONNEL

A. General: In addition to Project superintendent, provide other administrative and supervisory personnel as required for proper performance of the Work.

1.8 PROJECT MEETINGS

A. General: Schedule and conduct meetings and conferences at Project site, unless otherwise indicated.

1. Attendees: Inform participants and others involved, and individuals whose presence is required, of date and time of each meeting. Notify Owner, Owner’s Representative, and Architect of scheduled meeting dates and times.

2. Agenda: Prepare the meeting agenda and distribute the agenda to all invited attendees.

3. Minutes: Record significant discussions and agreements achieved and distribute the meeting minutes to everyone concerned, including Owner, Owner’s Representative and Architect, within three days of the meeting.

B. Preconstruction Conference: Arrange for attendance of subcontractors at Preconstruction Conference convened by Architect, together with any other persons necessary for full review of scheduling and coordination matters for the Project.

1. Attendees: Authorized representatives of Owner, Owner’s Representative, Architect, and their consultants; Contractor and its superintendent; major subcontractors;

suppliers; and other concerned parties shall attend the conference. All participants at the conference shall be familiar with Project and authorized to conclude matters relating to the Work.

2. Agenda: Include the following:

a. Tentative construction schedule.

b. Phasing.

c. Critical work sequencing and long-lead items.

d. Designation of key personnel and their duties.

e. Procedures for processing field decisions and Change Orders.

f. Procedures for RFIs.

g. Procedures for testing and inspecting.

h. Procedures for processing Applications for Payment.

i. Distribution of the Contract Documents.

j. Submittal procedures.

k. Preparation of Record Documents.

l. Use of the premises.

m. Work restrictions.

n. Owner's occupancy requirements.

o. Responsibility for temporary facilities and controls.

p. Construction waste management and recycling.

q. Parking availability.

r. Office, work, and storage areas.

s. Equipment deliveries and priorities.

t. First aid.

u. Security.

v. Progress cleaning.

w. Working hours.

x. Owner-furnished and provided items.

y. Work performed under separate contracts.

3. Minutes: The Architect will record and distribute meeting minutes.

C. Preinstallation Conferences: Conduct a preinstallation conference at Project site before each construction activity that requires coordination with other construction.

1. Attendees: Installer and representatives of manufacturers and fabricators involved in or affected by the installation and its coordination or integration with other materials and installations that have preceded or will follow, shall attend the meeting. Advise Architect and Owner’s Representative of scheduled meeting dates.

2. Agenda: Review progress of other construction activities and preparations for the particular activity under consideration, including requirements for the following:

a. The Contract Documents.

b. Options.

c. Related RFIs.

d. Related Change Orders.

e. Purchases.

f. Deliveries.

g. Submittals.

h. Review of mockups.

i. Possible conflicts.

j. Compatibility problems.

k. Time schedules.

l. Weather limitations.

m. Manufacturer's written recommendations.

n. Warranty requirements.

o. Compatibility of materials.

p. Acceptability of substrates.

q. Temporary facilities and controls.

r. Space and access limitations.

s. Regulations of authorities having jurisdiction.

t. Testing and inspecting requirements.

u. Installation procedures.

v. Coordination with other work.

w. Required performance results.

x. Protection of…