12-Specifications and Instructions 1.pdf

PROJECT MANUAL

LAREDO INDEPENDENT SCHOOL DISTRICT

CONTRACT DOCUMENTS

SPECIFICATIONS & INSTRUCTIONS TO BIDDERS

FOR

METAL CANOPIES AT

KATHERINE F. TARVER ELEMENTARY SCHOOL

3200 TILDEN AVE. LAREDO, TX. 78040

FEBRUARY 20, 2026.

BOARD OF TRUSTEES

MR. GOYO M. LOPEZ, PRESIDENT

MS. VERONICA V. ORDUNO, VICE PRESIDENT

MR. RODOLFO “RUDY” MORALES III, SECRETARY

MR. ALFREDO G. PEREZ, TRUSTEE

MR. JUAN RAMIREZ JR., TRUSTEE

DR. GILBERTO “GIL” MARTINEZ JR., TRUSTEE

MS. MONICA GARCIA, TRUSTEE

ADMINISTRATION

MR. GUILLERMO PRO, INTERIM SUPERINTENDENT

PROJECT ENGINEER

MR. VICTOR M. DE ANDA JR., P.E.

METAL CANOPIES

Laredo Independent School District

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PROJECT DIRECTORY

Metal Canopies at Katherine F. Tarver Elementary School

Owner: Laredo Independent School District Plant Facilities and Support Services Mr. Angel Velazquez, Chief Facilities & Operation Officer 900 East Lyon Laredo, Texas 78040

(956) 273-1140

Structural Engineers: Synergy Structural Engineering, Inc.

Mr. Victor M. De Anda, Jr. P.E., President 1119 Flores Ave Ste. 300 Laredo, Texas 78040

(956) 753-5860 victor@synergy-se.com

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Metal Canopies at Katherine F. Tarver Elementary School

Request for Competitive Seal Proposals

TABLE OF CONTENTS

COVER

1 Title Page 2 Project Directory 3 Table of Contents 4 Drawing Index

LAREDO INDEPENDENT SCHOOL DISTRICT REQUEST FOR COMPETITIVE SEALED PROPOSALS

ENGINEERING SPECIFICATIONS

DIVISION 1 GENERAL REQUIREMENTS

011000 Summary of Work 012100 Allowances 012300 Alternates 012600 Contract Modification Procedures 012600 G701 Change Order 012600 G709 Work Changes Proposal Request 012600 G710 Architect’s Supplemental Instructions 012600 G714 Construction Change Directive 012900 Payment Procedures 012900 G702 Contractors Application for Payment 012900 G703 Contractors Application for Payment Continuation Sheet 013100 Project Management Procedures 013100 G716 Request For Information (RFI’s) 013200 Construction Project Documentation 013233 Photographic Documentation 013300 Submittal Procedures 013300 Agreement for Transfer 013300 G810 Transmittal Letter 014000 Quality Requirements 014200 References 015000 Temporary Facilities 016000 Product Requirements 017300 Execution 017329 Cutting and Patching 017419 Construction Waste Management and Disposal 017700 Closeout Procedures 017839 Project Record Documents

DIVISION 2 SITEWORK

024119 Selective Structure Demolition

DIVISION 3 CONCRETE

033000 Cast-In-Place Concrete

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DIVISION 4 MASONRY– Not used

DIVISION 5 METALS

051200 Structural Steel 053100 Steel Deck 055000 Metal Fabrications

DIVISION 6 WOOD AND PLASTICS– Not used

DIVISION 7 THERMAL AND MOISTURE PROTECTION– Not used

DIVISION 8 DOORS, WINDOWS & GLASS– Not used

DIVISION 9 FINISHES

099000 Painting

DIVISION 10 SPECIALTIES – Not used

DIVISION 11 EQUIPMENT – Not used

DIVISION 12 FURNISHINGS – Not Used

DIVISION 13 SPECIAL CONSTRUCTION – Not Used

DIVISION 14 ELEVATORS – Not used

DIVISION 15 MECHANICAL – Not used

DIVISION 16 ELECTRICAL – Not used

DIVISION 31 EARTHWORK

313116 Termite Treatment

DIVISION 32 EXTERIOR IMPROVEMENTS– Not used

DIVISION 33 UTILITIES – Not used

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Drawings Index

S000 Cover Sheet S101 General Notes and Typical Foundation Details S201 Canopy Foundation Plan and Details S301 Canopy Roof Framing Plan and Details

SUMMARY

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SECTION 011000 - SUMMARY

PART 1 - GENERAL

1.1 SUMMARY

A. This Section includes the following:

1. Work covered by the Contract Documents.

2. Use of premises.

1.2 WORK COVERED BY CONTRACT DOCUMENTS

A. Project Identification:

B. Owner: Laredo Independent School District Plant Facilities and Support Services

Mr. Angel Velazquez Chief Facilities & Operation Officer 900 East Lyon Laredo, Texas 78040

(956) 273-1140

Structural Engineer: Victor M. De Anda, Jr. P.E.

Project Manager, Synergy Structural Engineering

1119 Flores Ave. Ste. 300 Laredo, Texas 78040

(956) 753-5860 victor@synergy-se.com

C. The Work consists of the following:

New Metal Canopies at Katherine F. Tarver Elementary School

D. Project will be constructed under a single prime contract.

1.3 USE OF PREMISES

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

B. General: Contractor shall have limited use of premises for construction operations as indicated on Drawings by the Contract limits.

C. Use of Site: Limit use of premises to areas within the Contract limits indicated. Do not disturb portions of Project site beyond areas in which the Work is indicated.

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

2. 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.

SUMMARY

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

1.4 WORK RESTRICTIONS

A. Nonsmoking Building and premises: Smoking is not permitted on the premises or within the building within 25 feet of entrances, operable windows, or outdoor air intakes.

1.5 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. 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.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 011000

ALLOWANCES

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SECTION 012100 - ALLOWANCES

PART 1 - GENERAL

1.1 SUMMARY

A. This Section includes administrative and procedural requirements governing the following:

1. Lump-sum allowances.

B. See Division 01 Section "Unit Prices" for procedures for using unit prices.

C. See Division 01 Section "Quality Requirements" for procedures governing the use of allowances for testing and inspecting.

1.2 SELECTION AND PURCHASE

A. At the earliest practical date after award of the Contract, advise Engineer of the date when final selection and purchase of each product or system described by an allowance must be completed to avoid delaying the Work.

B. At Engineer’s request, obtain proposals for each allowance for use in making final selections. Include recommendations that are relevant to performing the Work.

C. Purchase products and systems selected by Engineer from the designated supplier.

1.3 SUBMITTALS

A. Submit proposals for purchase of products or systems included in allowances, in the form specified for Change Orders.

B. Submit invoices or delivery slips to show actual quantities of materials delivered to the site for use in fulfillment of each allowance.

C. Coordinate and process submittals for allowance items in same manner as for other portions of the Work.

1.4 COORDINATION

A. Coordinate allowance items with other portions of the Work. Furnish templates as required to coordinate installation.

1.5 LUMP-SUM ALLOWANCES

A. Allowance shall include cost to Contractor of specific products and materials selected by Engineer under allowance and shall include taxes, freight, and delivery to Project site.

B. Unless otherwise indicated, Contractor's costs for receiving and handling at Project site, labor, installation, overhead and profit, and similar costs related to products and materials selected by Engineer under allowance shall be included as part of the Contract Sum and not part of the allowance.

ALLOWANCES

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1.6 UNUSED MATERIALS

A. Return unused materials purchased under an allowance to manufacturer or supplier for credit to Owner, after installation has been completed and accepted.

1. If requested by Engineer, prepare unused material for storage by Owner when it is not economically practical to return the material for credit. If directed by Engineer, deliver unused material to Owner's storage space. Otherwise, disposal of unused material is Contractor's responsibility.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 EXAMINATION

A. Examine products covered by an allowance promptly on delivery for damage or defects. Return damaged or defective products to manufacturer for replacement.

3.2 PREPARATION

A. Coordinate materials and their installation for each allowance with related materials and installations to ensure that each allowance item is completely integrated and interfaced with related work.

3.3 SCHEDULE OF ALLOWANCES

Contingency Allowance:

Include $10,000 00. (Ten Thousand and 00/100 dollars) allowance for possible additional requirements. This amount shall be included in the base proposal amount and identified in the schedule of values.

END OF SECTION 012100

ALTERNATES

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SECTION 012300 - ALTERNATES

PART 1 - GENERAL

1.1 SUMMARY

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

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

1.3 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.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 SCHEDULE OF ALTERNATES

A. Not Used.

END OF SECTION 012300

CONTRACT MODIFICATION PROCEDURES

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SECTION 012600 - CONTRACT MODIFICATION PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

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

B. See Division 01 Section "Allowances" for procedural requirements for handling and processing allowances.

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

1.2 MINOR CHANGES IN THE WORK

A. Engineer 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."

form included at end of Part 3.

1.3 PROPOSAL REQUESTS

A. Owner-Initiated Proposal Requests: Engineer 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 Engineer are for information only. Do not consider them instructions either to stop work in progress or to execute the proposed change.

2. Within time specified in Proposal Request after receipt of Proposal Request, submit a quotation 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 submitting a request for a change to Engineer.

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.

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6. Comply with requirements in Division 01 Section "Product Requirements" if the proposed change requires substitution of one product or system for product or system specified.

C. Proposal Request Form: Use AIA Document G709 for Proposal Requests. Sample copies are included at end of this Section].

1.4 ALLOWANCES

A. Allowance Adjustment: To adjust allowance amounts, base each Change Order proposal on the difference between purchase amount and the allowance, multiplied by final measurement of work-in-place. If applicable, include reasonable allowances for cutting losses, tolerances, mixing wastes, normal product imperfections, and similar margins.

1. Include installation costs in purchase amount only where indicated as part of the allowance.

2. If requested, prepare explanation and documentation to substantiate distribution of overhead costs and other margins claimed.

B. Submit claims for increased costs because of a change in scope or nature of the allowance described in the Contract Documents, whether for the Purchase Order amount or Contractor's handling, labor, installation, overhead, and profit. Submit claims within 21 days of receipt of the Change Order or Construction Change Directive authorizing work to proceed. Owner will reject claims submitted later than 21 days after such authorization.

1. Do not include Contractor's or subcontractor's indirect expense in the Change Order cost amount unless it is clearly shown that the nature or extent of work has changed from what could have been foreseen from information in the Contract Documents.

2. No change to Contractor's indirect expense is permitted for selection of higher- or lower-priced materials or systems of the same scope and nature as originally indicated.

1.5 CHANGE ORDER PROCEDURES

A. On Owner's approval of a Proposal Request, Engineer will issue a Change Order for signatures of Owner and Contractor on AIA Document G701 form included at end of Part 3.

1.6 CONSTRUCTION CHANGE DIRECTIVE

A. Construction Change Directive: Engineer may issue a Construction Change Directive on AIA Document G714 form included at end of Part 3. 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.

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PART 2 - PRODUCTS (Not Used)

END OF SECTION 012600

AIA

Document G701TM – 2001

Change Order

AIA Document G701™ – 2001. Copyright © 1979, 1987, 2000 and 2001 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 civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 11:09:11 on 04/26/2007 under Order No.1000238513_1 which expires on 5/15/2007, and is not for resale.

User Notes: (3483052103)

PROJECT (Name and address): CHANGE ORDER NUMBER: OWNER:

ARCHITECT:

CONTRACTOR:

FIELD:

OTHER:

DATE:

TO CONTRACTOR (Name and address): ARCHITECT’S PROJECT NUMBER:

CONTRACT DATE:

CONTRACT FOR:

THE CONTRACT IS CHANGED AS FOLLOWS:

(Include, where applicable, any undisputed amount attributable to previously executed Construction Change Directives)

The original Contract Sum was $ 0.00

The net change by previously authorized Change Orders $ 0.00

The Contract Sum prior to this Change Order was $ 0.00

The Contract Sum will be increased by this Change Order in the amount of $ 0.00

The new Contract Sum including this Change Order will be $ 0.00

The Contract Time will be increased by Zero ( 0 ) days.

The date of Substantial Completion as of the date of this Change Order therefore is

NOTE: This Change Order does not include changes in the Contract Sum, Contract Time or Guaranteed Maximum Price which have been authorized by Construction Change Directive until the cost and time have been agreed upon by both the Owner and

Contractor, in which case a Change Order is executed to supersede the Construction Change Directive.

NOT VALID UNTIL SIGNED BY THE ARCHITECT, CONTRACTOR AND OWNER.

ARCHITECT (Firm name) CONTRACTOR (Firm name) OWNER (Firm name)

ADDRESS ADDRESS ADDRESS

BY (Signature) BY (Signature) BY (Signature)

(Typed name) (Typed name) (Typed name)

DATE DATE DATE

Document G709TM – 2001

Work Changes Proposal Request

AIA Document G709™ – 2001. Copyright © 1993 and 2001 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 civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 11:07:25 on 04/26/2007 under Order No.1000238513_1 which expires on 5/15/2007, and is not for resale.

User Notes: (1445848338)

PROJECT (Name and address): PROPOSAL REQUEST NUMBER: OWNER:

CONSULTANT:

CONTRACTOR:

FIELD:

DATE OF ISSUANCE:

OWNER (Name and address): CONTRACT FOR:

FROM ARCHITECT (Name and address):

ARCHITECT’S PROJECT NUMBER:

TO CONTRACTOR (Name and

Please submit an itemized proposal for changes in the Contract Sum and Contract Time for proposed modifications to the Contract Documents described herein. Within Zero ( 0 ) days, the Contractor must submit this proposal or notify the Architect, in writing, of the date on which proposal submission is anticipated.

THIS IS NOT A CHANGE ORDER, A CONSTRUCTION CHANGE DIRECTIVE OR A DIRECTION TO PROCEED WITH THE

WORK DESCRIBED IN THE PROPOSED MODIFICATIONS.

DESCRIPTION (Insert a written description of the Work):

ATTACHMENTS (List attached documents that support description):

REQUESTED BY THE ARCHITECT:

(Signature) (Printed name and title)

Document G710TM – 1992

Architect's Supplemental Instructions

AIA Document G710™ – 1992. Copyright © 1980 and 1992 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 civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 10:34:40 on 04/26/2007 under Order No.1000238513_1 which expires on 5/15/2007, and is not for resale.

User Notes: (1231435778)

PROJECT (Name and address): ARCHITECT'S SUPPLEMENTAL OWNER:

CONSULTANT:

CONTRACTOR:

FIELD:

INSTRUCTION NO:

OWNER (Name and address): DATE OF ISSUANCE:

FROM ARCHITECT (Name and

TO CONTRACTOR (Name and

The Work shall be carried out in accordance with the following supplemental instructions issued in accordance with the Contract Documents without change in Contract Sum or Contract Time. Proceeding with the Work in accordance with these instructions indicates your acknowledgment that there will be no change in the Contract Sum or Contract Time.

DESCRIPTION:

ATTACHMENTS:

(Here insert listing of documents that support description.)

ISSUED BY THE ARCHITECT:

(Signature) (Printed name and title)

Document G714TM – 2001

Construction Change Directive

AIA Document G714™ – 2001. Copyright © 2001 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 civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law.

This draft was produced by AIA software at 11:10:17 on 04/26/2007 under Order No.1000238513_1 which expires on 5/15/2007, and is not for resale.

User Notes: (3314925632)

PROJECT: (Name and address) DIRECTIVE NUMBER: OWNER:

CONSULTANT:

CONTRACTOR:

FIELD:

OTHER:

DATE:

TO CONTRACTOR: (Name and address) CONTRACT DATED:

You are hereby directed to make the following change(s) in this Contract:

(Describe briefly any proposed changes or list any attached information in the alternative)

PROPOSED ADJUSTMENTS

1. The proposed basis of adjustment to the Contract Sum or Guaranteed Maximum Price is:

• Lump Sum of $ 0.00

• Unit Price of $ per

• As provided in Section 7.3.3 of AIA Document A201-1997

• As follows:

2. The Contract Time is proposed to (be adjusted). The proposed adjustment, if any, is (an increase of 0 days).

When signed by the Owner and Architect and received by the Contractor, this document becomes effective IMMEDIATELY as a Construction Change Directive (CCD), and the Contractor shall proceed with the change(s) described above.

Contractor signature indicates agreement with the proposed adjustments in Contract Sum and Contract Time set forth in this CCD.

ARCHITECT (Firm name) OWNER (Firm name) CONTRACTOR (Firm name)

ADDRESS ADDRESS ADDRESS

BY (Signature) BY (Signature) BY (Signature)

(Typed name) (Typed name) (Typed name)

DATE DATE DATE

PAYMENT PROCEDURES

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SECTION 012900 - PAYMENT PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

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

1.2 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 Application for Payment forms with Continuation Sheets Submittals Schedule and Contractor's Construction Schedule.

2. Submit the Schedule of Values to Engineer 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.

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

a. Project name and location.

b. Name of Engineer.

c. Engineer's project number.

d. Contractor's name and address.

e. Date of submittal.

2. Submit draft of AIA Document G703 Continuation Sheets.

3. 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 separate line items under required principal subcontracts for operation and maintenance manuals, punch list activities, Project Record Documents, and demonstration and training in the amount of 5 percent of the Contract Sum.

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

5. 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.

6. 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.

7. 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.

8. 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.

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1.3 APPLICATIONS FOR PAYMENT

A. Each Application for Payment shall be consistent with previous applications and payments as certified by Engineer 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: Progress payments shall be submitted to Engineer by the 25th of the month. The period covered by each Application for Payment is one month, ending on the last day of the month.

C. Payment Application Forms: Use AIA Document G702 and AIA Document G703 Continuation Sheets forms provided by Owner, sample copy included at end of this Section, 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. Engineer 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 and Construction Change Directives issued before last day of construction period covered by application.

E. Transmittal: Submit 3 signed and notarized original copies of each Application for Payment to Engineer by a method ensuring receipt. One copy shall include waivers of lien and similar attachments if required.

1. Transmit each copy with a transmittal form listing attachments and recording appropriate information about application.

F. 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.

G. 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. Schedule of unit prices.

5. Submittals Schedule (preliminary if not final).

6. List of Contractor's staff assignments.

7. List of Contractor's principal consultants.

8. Copies of building permits.

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

10. Initial progress report.

11. Report of preconstruction conference.

12. Certificates of insurance and insurance policies.

H. 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.

2. This application shall reflect Certificates of Partial Substantial Completion issued previously for Owner occupancy of designated portions of the Work.

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I. 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.

9. Final, liquidated damages settlement statement.

PART 2 - PRODUCTS (Not Used)

END OF SECTION 012900

Document G702TM – 1992

Application and Certificate for Payment

AIA Document G702™ – 1992. Copyright © 1953, 1963, 1965, 1978 and 1992 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 civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 11:20:50 on 04/26/2007 under Order No.1000238513_1 which expires on 5/15/2007, and is not for resale.

User Notes: (1070525502)

TO OWNER:

PROJECT:

APPLICATION NO: Distribution to:

PERIOD TO: OWNER:

ARCHITECT:

CONTRACTOR:

FIELD:

OTHER:

CONTRACT FOR:

FROM

CONTRACTOR:

VIA

PROJECT NOS: / /

CONTRACTOR'S APPLICATION FOR PAYMENT

The undersigned Contractor certifies that to the best of the Contractor's knowledge, information and belief the Work covered by this Application for Payment has been completed in accordance with the Contract Documents, that all amounts have been paid by the Contractor for Work for which previous Certificates for Payment were issued and payments received from the Owner, and that current payment shown herein is now due.

Application is made for payment, as shown below, in connection with the Contract.

Continuation Sheet, AIA Document G703, is attached.

1. ORIGINAL CONTRACT SUM ......................................................................... $ 0.00

2. Net change by Change Orders ............................................................... $ 0.00 CONTRACTOR:

3. CONTRACT SUM TO DATE (Line 1 ± 2) ....................................................... $ 0.00 By: Date:

4. TOTAL COMPLETED & STORED TO DATE (Column G on G703) ................ $ 0.00 State of:

5. RETAINAGE: County of:

a. 0 % of Completed Work

$ 0.00 Subscribed and sworn to before me this day of (Column D + E on G703)

b. 0 % of Stored Material

$ 0.00 Notary Public: (Column F on G703)

Total Retainage (Lines 5a + 5b or Total in Column I of G703) ................. $ 0.00 My Commission expires:

6. TOTAL EARNED LESS RETAINAGE ............................................................. $ 0.00 ARCHITECT'S CERTIFICATE FOR PAYMENT (Line 4 Less Line 5 Total) In accordance with the Contract Documents, based on on-site observations and the data comprising this application, the Architect certifies to the Owner that to the best of the Architect's knowledge, information and belief the Work has progressed as indicated, the quality of the Work is in accordance with the Contract Documents, and the Contractor is entitled to payment of the

AMOUNT CERTIFIED.

7. LESS PREVIOUS CERTIFICATES FOR PAYMENT ........................................ $ 0.00

(Line 6 from prior Certificate)

8. CURRENT PAYMENT DUE

$ 0.00

9. BALANCE TO FINISH, INCLUDING RETAINAGE

AMOUNT CERTIFIED ............................................................................. $ 0.00

(Line 3 less Line 6) $ 0.00 (Attach explanation if amount certified differs from the amount applied. Initial all figures on this

Application and on the Continuation Sheet that are changed to conform with the amount certified.)

CHANGE ORDER SUMMARY ADDITIONS DEDUCTIONS ARCHITECT:

Total changes approved in previous months by Owner $ 0.00 $ 0.00 By: Date:

Total approved this Month $ 0.00 $ 0.00 This Certificate is not negotiable. The AMOUNT CERTIFIED is payable only to the Contractor named herein. Issuance, payment and acceptance of payment are without prejudice to any rights of the Owner or Contractor under this Contract

TOTALS $ 0.00 $ 0.00

NET CHANGES by Change Order $ 0.00

Document G703TM – 1992

Continuation Sheet

AIA Document G703™ – 1992. Copyright © 1963, 1965, 1966, 1967,1970, 1978, 1983 and 1992 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 civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 11:19:40 on 04/26/2007 under Order No.1000238513_1 which expires on

5/15/2007, and is not for resale.

User Notes: (4217392818)

AIA Document G702, APPLICATION AND CERTIFICATION FOR PAYMENT, containing Contractor's signed certification is attached.

In tabulations below, amounts are stated to the nearest dollar.

Use Column I on Contracts where variable retainage for line items may apply.

APPLICATION NO: 001

APPLICATION DATE:

PERIOD TO:

ARCHITECT'S PROJECT NO:

A B C D E F G H I

ITEM

NO.

DESCRIPTION OF WORK

SCHEDULED

VALUE

WORK COMPLETED

MATERIALS

PRESENTLY

STORED (NOT

IN D OR E)

TOTAL

COMPLETED

AND STORED

TO DATE

(D+E+F)

(G ÷ C)

BALANCE TO

FINISH

(C - G)

RETAINAGE

(IF VARIABLE

RATE)

FROM

PREVIOUS

APPLICATION

(D + E)

THIS PERIOD

GRAND TOTAL $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 0.00 % $ 0.00 $ 0.00

PROJECT MANAGEMENT AND COORDINATION

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SECTION 013100 - PROJECT MANAGEMENT AND COORDINATION

PART 1 - GENERAL

1.1 SUMMARY

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

1. Coordination Drawings.

2. Project meetings.

3. Requests for Interpretation (RFIs).

B. See Division 01 Section "Multiple Contract Summary" for a description of the division of Work among separate contracts and responsibility for coordination activities not in this Section.

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

1.2 DEFINITIONS

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

1.3 COORDINATION

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.

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. Progress meetings.

6. Preinstallation conferences.

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7. Project closeout activities.

8. Startup and adjustment of systems.

9. Project closeout activities.

1.4 SUBMITTALS

A. Coordination Drawings: Prepare Coordination Drawings if limited space availability necessitates maximum utilization of space for efficient installation of different components or if coordination is required for 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. Indicate functional and spatial relationships of components of architectural, structural, civil, mechanical, and electrical systems.

b. Indicate dimensions shown on the Contract Drawings and make specific note of dimensions that appear to be in conflict with submitted equipment and minimum clearance requirements.

Provide alternate sketches to Architect for resolution of such conflicts. Minor dimension changes and difficult installations will not be considered changes to the Contract.

2. Sheet Size: At least 8-1/2 by 11 inches but no larger than 30 by 40 inches.

3. Number of Copies: Submit six (6) opaque copies of each submittal. Engineer will return three (3) copies.

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

1.5 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 and Architect of scheduled meeting dates and times.

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

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

B. Preconstruction Conference: Schedule a preconstruction conference before starting construction, at a time convenient to Owner and Engineer, but no later than 15 days after execution of the Agreement. Hold the conference at Project site or another convenient location. Conduct the meeting to review responsibilities and personnel assignments.

1. Attendees: Authorized representatives of Owner, Engineer, 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: Discuss items of significance that could affect progress, including 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. LEED requirements.

l. Preparation of Record Documents.

m. Use of the premises and existing building.

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n. Work restrictions.

o. Owner's occupancy requirements.

p. Responsibility for temporary facilities and controls.

q. Construction waste management and recycling.

r. Parking availability.

s. Office, work, and storage areas.

t. Equipment deliveries and priorities.

u. First aid.

v. Security.

w. Progress cleaning.

x. Working hours.

3. Minutes: 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 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 adjacent work.

y. Protection of construction and personnel.

3. Record significant conference discussions, agreements, and disagreements, including required corrective measures and actions.

4. Reporting: Distribute minutes of the meeting to each party present and to parties who should have been present.

5. Do not proceed with installation if the conference cannot be successfully concluded. Initiate whatever actions are necessary to resolve impediments to performance of the Work and reconvene the conference at earliest feasible date.

D. Progress Meetings: Conduct progress meetings at monthly intervals. Coordinate dates of meetings with preparation of payment requests.

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1. Attendees: In addition to representatives of Owner and Engineer, each contractor, subcontractor, supplier, and other entity concerned with current progress or involved in planning, coordination, or performance of future activities shall be represented at these meetings. All participants at the conference shall be familiar with Project and authorized to conclude matters relating to the Work.

2. Agenda: Review and correct or approve minutes of previous progress meeting. Review other items of significance that could affect progress. Include topics for discussion as appropriate to status of Project.

a. Contractor's Construction Schedule: Review progress since the last meeting. Determine whether each activity is on time, ahead of schedule, or behind schedule, in relation to Contractor's Construction Schedule. Determine how construction behind schedule will be expedited; secure commitments from parties involved to do so. Discuss whether schedule revisions are required to ensure that current and subsequent activities will be completed within the Contract Time.

1) Review schedule for next period.

b. Review present and future needs of each entity present, including the following:

1) Interface requirements.

2) Sequence of operations.

3) Status of submittals.

4) Deliveries.

5) Off-site fabrication.

6) Access.

7) Site utilization.

8) Temporary facilities and controls.

9) Work hours.

10) Hazards and risks.

11) Progress cleaning.

12) Quality and work standards.

13) Status of correction of deficient items.

14) Field observations.

15) RFIs.

16) Status of proposal requests.

17) Pending changes.

18) Status of Change Orders.

19) Pending claims and disputes.

20) Documentation of information for payment requests.

3. Minutes: Record the meeting minutes.

4. Reporting: Distribute minutes of the meeting to each party present and to parties who should have been present.

a. Schedule Updating: Revise Contractor's Construction Schedule after each progress meeting where revisions to the schedule have been made or recognized. Issue revised schedule concurrently with the report of each meeting.

1.6 REQUESTS FOR INTERPRETATION (RFIs)

A. Procedure: Immediately on discovery of the need for interpretation of the Contract Documents, and if not possible to request interpretation at Project meeting, prepare and submit an RFI in the form specified.

1. RFIs shall originate with Contractor. RFIs submitted by entities other than Contractor will be returned with no response.

2. Coordinate and submit RFIs in a prompt manner so as to avoid delays in Contractor's work or work of subcontractors.

B. Content of the RFI: Include a detailed, legible description of item needing interpretation and the following:

1. Project name.

2. Date.

3. Name of Contractor.

4. Name of Engineer.

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5. RFI number, numbered sequentially.

6. Specification Section number and title and related paragraphs, as appropriate.

7. Drawing number and detail references, as appropriate.

8. Field dimensions and conditions, as appropriate.

9. Contractor's suggested solution(s). If Contractor's solution(s) impact the Contract Time or the Contract

Sum, Contractor shall state impact in the RFI.

10. Contractor's signature.

11. Attachments: Include drawings, descriptions, measurements, photos, Product Data, Shop Drawings, and other information necessary to fully describe items needing interpretation.

C. Hard-Copy RFIs: Form at end of this Section.

1. Identify each page of attachments with the RFI number and sequential page number.

D. Engineer’s Action: Engineer will review each RFI, determine action required, and return it. Allow seven working days for Engineer's response for each RFI. RFIs received after 1:00 p.m. will be considered as received the following working day.

1. The following RFIs will be returned without action:

a. Requests for approval of submittals.

b. Requests for approval of substitutions.

c. Requests for coordination information already indicated in the Contract Documents.

d. Requests for adjustments in the Contract Time or the Contract Sum.

e. Requests for interpretation of Engineer's actions on submittals.

f. Incomplete RFIs or RFIs with numerous errors.

2. Engineer’s action may include a request for additional information, in which case Engineer's time for response will start again.

3. Engineer's action on RFIs that may result in a change to the Contract Time or the Contract Sum may be eligible for Contractor to submit Change Proposal according to Division 01 Section "Contract Modification Procedures."

a. If Contractor believes the RFI response warrants change in the Contract Time or the Contract

Sum, notify Engineer in writing within 10 days of receipt of the RFI response.

E. On receipt of Engineer's action, update the RFI log and immediately distribute the RFI…